Item 1. Proxy Voting Record.
Attached are the proxy voting records for the following funds, each of which is a series of Symmetry Panoramic Trust:
Symmetry Panoramic Alternatives Fund
Symmetry Panoramic Global Equity Fund
Symmetry Panoramic Global Fixed Income Fund
Symmetry Panoramic International Equity Fund
Symmetry Panoramic Municipal Fixed Income Fund
Symmetry Panoramic Tax-Managed Global Equity Fund
Symmetry Panoramic US Equity Fund
Symmetry Panoramic US Fixed Income Fund
Non-Voting Funds
Symmetry Panoramic Alternatives Fund
The Symmetry Panoramic Alternatives Fund invests in securities that had no voting activity during the reporting period, and accordingly did not vote any proxies during the reporting period.
Symmetry Panoramic Global Fixed Income Fund
The Symmetry Panoramic Global Fixed Income Fund invests in securities that had no voting activity during the reporting period, and accordingly did not vote any proxies during the reporting period.
Symmetry Panoramic International Equity Fund
The Symmetry Panoramic International Equity Fund invests in securities that had no voting activity during the reporting period, and accordingly did not vote any proxies during the reporting period.
Symmetry Panoramic Municipal Fixed Income Fund
The Symmetry Panoramic Municipal Fixed Income Fund invests in securities that had no voting activity during the reporting period, and accordingly did not vote any proxies during the reporting period.
Symmetry Panoramic Tax-Managed Global Equity Fund
The Symmetry Panoramic Tax-Managed Global Equity Fund invests in securities that had no voting activity during the reporting period, and accordingly did not vote any proxies during the reporting period.
Symmetry Panoramic US Fixed Income Fund
The Symmetry Panoramic US Fixed Income Fund invests in securities that had no voting activity during the reporting period, and accordingly did not vote any proxies during the reporting period.
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
3M COMPANY | |||
Security ID: 88579Y101 Ticker: MMM | |||
Meeting Date: 09-May-23 | |||
Elect Director Thomas "Tony" K. Brown | Management | For | Voted - For |
Elect Director Anne H. Chow | Management | For | Voted - For |
Elect Director David B. Dillon | Management | For | Voted - For |
Elect Director Michael L. Eskew | Management | For | Voted - For |
Elect Director James R. Fitterling | Management | For | Voted - For |
Elect Director Amy E. Hood | Management | For | Voted - For |
Elect Director Suzan Kereere | Management | For | Voted - For |
Elect Director Gregory R. Page | Management | For | Voted - For |
Elect Director Pedro J. Pizarro | Management | For | Voted - For |
Elect Director Michael F. Roman | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
ABBOTT LABORATORIES | |||
Security ID: 002824100 Ticker: ABT | |||
Meeting Date: 28-Apr-23 | |||
Elect Director Robert J. Alpern | Management | For | Voted - For |
Elect Director Claire Babineaux-Fontenot | Management | For | Voted - For |
Elect Director Sally E. Blount | Management | For | Voted - For |
Elect Director Robert B. Ford | Management | For | Voted - For |
Elect Director Paola Gonzalez | Management | For | Voted - For |
Elect Director Michelle A. Kumbier | Management | For | Voted - For |
Elect Director Darren W. McDew | Management | For | Voted - For |
Elect Director Nancy McKinstry | Management | For | Voted - For |
Elect Director Michael G. O'Grady | Management | For | Voted - For |
Elect Director Michael F. Roman | Management | For | Voted - For |
Elect Director Daniel J. Starks | Management | For | Voted - For |
Elect Director John G. Stratton | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Adopt Policy to Include Legal and Compliance Costs | |||
in Incentive Compensation Metrics | Shareholder | Against | Voted - For |
1
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ABBVIE INC. | |||
Security ID: 00287Y109 Ticker: ABBV | |||
Meeting Date: 05-May-23 | |||
Elect Director Robert J. Alpern | Management | For | Voted - For |
Elect Director Melody B. Meyer | Management | For | Voted - For |
Elect Director Frederick H. Waddell | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Report on Congruency of Political Spending with | |||
Company Values and Priorities | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
ABIOMED, INC. | |||
Security ID: 003654100 Ticker: ABMD | |||
Meeting Date: 10-Aug-22 | |||
Elect Director Michael R. Minogue | Management | For | Voted - For |
Elect Director Martin P. Sutter | Management | For | Voted - Withheld |
Elect Director Paula A. Johnson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
ACCENTURE PLC | |||
Security ID: G1151C101 Ticker: ACN | |||
Meeting Date: 01-Feb-23 | |||
Elect Director Jaime Ardila | Management | For | Voted - For |
Elect Director Nancy McKinstry | Management | For | Voted - For |
Elect Director Beth E. Mooney | Management | For | Voted - For |
Elect Director Gilles C. Pelisson | Management | For | Voted - For |
Elect Director Paula A. Price | Management | For | Voted - For |
Elect Director Venkata (Murthy) Renduchintala | Management | For | Voted - For |
Elect Director Arun Sarin | Management | For | Voted - For |
Elect Director Julie Sweet | Management | For | Voted - For |
Elect Director Tracey T. Travis | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
2
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Approve KPMG LLP as Auditors and Authorize Board to | |||
Fix Their Remuneration | Management | For | Voted - For |
Renew the Board's Authority to Issue Shares Under | |||
Irish Law | Management | For | Voted - For |
Authorize Board to Opt-Out of Statutory Pre-Emption | |||
Rights | Management | For | Voted - For |
Determine Price Range for Reissuance of Treasury | |||
Shares | Management | For | Voted - For |
ACTIVISION BLIZZARD, INC. | |||
Security ID: 00507V109 Ticker: ATVI | |||
Meeting Date: 21-Jun-23 | |||
Elect Director Reveta Bowers | Management | For | Voted - Against |
Elect Director Kerry Carr | Management | For | Voted - For |
Elect Director Robert Corti | Management | For | Voted - Against |
Elect Director Brian Kelly | Management | For | Voted - Against |
Elect Director Robert Kotick | Management | For | Voted - Against |
Elect Director Barry Meyer | Management | For | Voted - Against |
Elect Director Robert Morgado | Management | For | Voted - Against |
Elect Director Peter Nolan | Management | For | Voted - Against |
Elect Director Dawn Ostroff | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
Adopt Policy on Freedom of Association and | |||
Collective Bargaining | Shareholder | Against | Voted - Against |
ADOBE INC. | |||
Security ID: 00724F101 Ticker: ADBE | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Amy Banse | Management | For | Voted - For |
Elect Director Brett Biggs | Management | For | Voted - For |
Elect Director Melanie Boulden | Management | For | Voted - For |
Elect Director Frank Calderoni | Management | For | Voted - For |
Elect Director Laura Desmond | Management | For | Voted - For |
Elect Director Shantanu Narayen | Management | For | Voted - For |
Elect Director Spencer Neumann | Management | For | Voted - For |
Elect Director Kathleen Oberg | Management | For | Voted - For |
Elect Director Dheeraj Pandey | Management | For | Voted - For |
Elect Director David Ricks | Management | For | Voted - For |
Elect Director Daniel Rosensweig | Management | For | Voted - For |
Elect Director John Warnock | Management | For | Voted - For |
3
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Hiring of Persons with Arrest or | |||
Incarceration Records | Shareholder | Against | Voted - Against |
ADVANCED MICRO DEVICES, INC. | |||
Security ID: 007903107 Ticker: AMD | |||
Meeting Date: 18-May-23 | |||
Elect Director Nora M. Denzel | Management | For | Voted - For |
Elect Director Mark Durcan | Management | For | Voted - For |
Elect Director Michael P. Gregoire | Management | For | Voted - For |
Elect Director Joseph A. Householder | Management | For | Voted - For |
Elect Director John W. Marren | Management | For | Voted - For |
Elect Director Jon A. Olson | Management | For | Voted - For |
Elect Director Lisa T. Su | Management | For | Voted - For |
Elect Director Abhi Y. Talwalkar | Management | For | Voted - For |
Elect Director Elizabeth W. Vanderslice | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AECOM | |||
Security ID: 00766T100 Ticker: ACM | |||
Meeting Date: 31-Mar-23 | |||
Elect Director Bradley W. Buss | Management | For | Voted - For |
Elect Director Lydia H. Kennard | Management | For | Voted - For |
Elect Director Kristy Pipes | Management | For | Voted - For |
Elect Director Troy Rudd | Management | For | Voted - For |
Elect Director Douglas W. Stotlar | Management | For | Voted - For |
Elect Director Daniel R. Tishman | Management | For | Voted - For |
Elect Director Sander van't Noordende | Management | For | Voted - For |
Elect Director Janet C. Wolfenbarger | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
4
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
AFLAC INCORPORATED | |||
Security ID: 001055102 Ticker: AFL | |||
Meeting Date: 01-May-23 | |||
Elect Director Daniel P. Amos | Management | For | Voted - For |
Elect Director W. Paul Bowers | Management | For | Voted - For |
Elect Director Arthur R. Collins | Management | For | Voted - For |
Elect Director Miwako Hosoda | Management | For | Voted - For |
Elect Director Thomas J. Kenny | Management | For | Voted - For |
Elect Director Georgette D. Kiser | Management | For | Voted - For |
Elect Director Karole F. Lloyd | Management | For | Voted - For |
Elect Director Nobuchika Mori | Management | For | Voted - For |
Elect Director Joseph L. Moskowitz | Management | For | Voted - For |
Elect Director Barbara K. Rimer | Management | For | Voted - For |
Elect Director Katherine T. Rohrer | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
AGILENT TECHNOLOGIES, INC. | |||
Security ID: 00846U101 Ticker: A | |||
Meeting Date: 15-Mar-23 | |||
Elect Director Heidi K. Kunz | Management | For | Voted - For |
Elect Director Susan H. Rataj | Management | For | Voted - For |
Elect Director George A. Scangos | Management | For | Voted - For |
Elect Director Dow R. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Provide Right to Call Special Meeting | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AIR PRODUCTS AND CHEMICALS, INC. | |||
Security ID: 009158106 Ticker: APD | |||
Meeting Date: 26-Jan-23 | |||
Elect Director Tonit M. Calaway | Management | For | Voted - For |
Elect Director Charles I. Cogut | Management | For | Voted - For |
Elect Director Lisa A. Davis | Management | For | Voted - For |
Elect Director Seifollah (Seifi) Ghasemi | Management | For | Voted - For |
Elect Director David H. Y. Ho | Management | For | Voted - For |
Elect Director Edward L. Monser | Management | For | Voted - For |
Elect Director Matthew H. Paull | Management | For | Voted - For |
5
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Wayne T. Smith | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
AKAMAI TECHNOLOGIES, INC. | |||
Security ID: 00971T101 Ticker: AKAM | |||
Meeting Date: 11-May-23 | |||
Elect Director Sharon Bowen | Management | For | Voted - For |
Elect Director Marianne Brown | Management | For | Voted - For |
Elect Director Monte Ford | Management | For | Voted - For |
Elect Director Dan Hesse | Management | For | Voted - For |
Elect Director Tom Killalea | Management | For | Voted - For |
Elect Director Tom Leighton | Management | For | Voted - For |
Elect Director Jonathan Miller | Management | For | Voted - For |
Elect Director Madhu Ranganathan | Management | For | Voted - For |
Elect Director Ben Verwaayen | Management | For | Voted - For |
Elect Director Bill Wagner | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
ALBEMARLE CORPORATION | |||
Security ID: 012653101 Ticker: ALB | |||
Meeting Date: 02-May-23 | |||
Elect Director M. Lauren Brlas | Management | For | Voted - For |
Elect Director Ralf H. Cramer | Management | For | Voted - For |
Elect Director J. Kent Masters, Jr. | Management | For | Voted - For |
Elect Director Glenda J. Minor | Management | For | Voted - For |
Elect Director James J. O'Brien | Management | For | Voted - For |
Elect Director Diarmuid B. O'Connell | Management | For | Voted - For |
Elect Director Dean L. Seavers | Management | For | Voted - For |
Elect Director Gerald A. Steiner | Management | For | Voted - For |
Elect Director Holly A. Van Deursen | Management | For | Voted - For |
Elect Director Alejandro D. Wolff | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Approve Non-Employee Director Restricted Stock Plan | Management | For | Voted - For |
6
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ALIGN TECHNOLOGY, INC. | |||
Security ID: 016255101 Ticker: ALGN | |||
Meeting Date: 17-May-23 | |||
Elect Director Kevin J. Dallas | Management | For | Voted - For |
Elect Director Joseph M. Hogan | Management | For | Voted - For |
Elect Director Joseph Lacob | Management | For | Voted - For |
Elect Director C. Raymond Larkin, Jr. | Management | For | Voted - For |
Elect Director George J. Morrow | Management | For | Voted - For |
Elect Director Anne M. Myong | Management | For | Voted - For |
Elect Director Andrea L. Saia | Management | For | Voted - Against |
Elect Director Susan E. Siegel | Management | For | Voted - For |
Amend Certificate of Incorporation to Reflect New | |||
Delaware Law Provisions Regarding Officer | |||
Exculpation | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
ALLEGION PLC | |||
Security ID: G0176J109 Ticker: ALLE | |||
Meeting Date: 08-Jun-23 | |||
Elect as Director Kirk S. Hachigian | Management | For | Voted - For |
Elect as Director Steven C. Mizell | Management | For | Voted - For |
Elect as Director Nicole Parent Haughey | Management | For | Voted - For |
Elect as Director Lauren B. Peters | Management | For | Voted - For |
Elect as Director Ellen Rubin | Management | For | Voted - For |
Elect as Director Dean I. Schaffer | Management | For | Voted - For |
Elect as Director John H. Stone | Management | For | Voted - For |
Elect as Director Dev Vardhan | Management | For | Voted - For |
Elect as Director Martin E. Welch, III | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers as Auditors and | |||
Authorise Their Remuneration | Management | For | Voted - For |
Renew the Board's Authority to Issue Shares Under | |||
Irish Law | Management | For | Voted - For |
Renew the Board's Authority to Opt-Out of Statutory | |||
Pre-Emptions Rights | Management | For | Voted - For |
7
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ALLIANT ENERGY CORPORATION | |||
Security ID: 018802108 Ticker: LNT | |||
Meeting Date: 23-May-23 | |||
Elect Director Stephanie L. Cox | Management | For | Voted - For |
Elect Director Patrick E. Allen | Management | For | Voted - For |
Elect Director Michael D. Garcia | Management | For | Voted - For |
Elect Director Susan D. Whiting | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
ALNYLAM PHARMACEUTICALS, INC. | |||
Security ID: 02043Q107 Ticker: ALNY | |||
Meeting Date: 18-May-23 | |||
Elect Director Michael W. Bonney | Management | For | Voted - For |
Elect Director Yvonne L. Greenstreet | Management | For | Voted - For |
Elect Director Phillip A. Sharp | Management | For | Voted - For |
Elect Director Elliott Sigal | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
ALPHABET INC. | |||
Security ID: 02079K305 Ticker: GOOGL | |||
Meeting Date: 02-Jun-23 | |||
Elect Director Larry Page | Management | For | Voted - For |
Elect Director Sergey Brin | Management | For | Voted - For |
Elect Director Sundar Pichai | Management | For | Voted - For |
Elect Director John L. Hennessy | Management | For | Voted - Against |
Elect Director Frances H. Arnold | Management | For | Voted - Against |
Elect Director R. Martin "Marty" Chavez | Management | For | Voted - For |
Elect Director L. John Doerr | Management | For | Voted - For |
Elect Director Roger W. Ferguson, Jr. | Management | For | Voted - For |
Elect Director Ann Mather | Management | For | Voted - Against |
Elect Director K. Ram Shriram | Management | For | Voted - For |
Elect Director Robin L. Washington | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
8
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Publish Congruency Report on Partnerships with | |||
Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Voted - Against |
Report on Framework to Assess Company Lobbying | |||
Alignment with Climate Goals | Shareholder | Against | Voted - Against |
Report on Risks Related to Fulfilling Information | |||
Requests for Enforcing Laws Criminalizing Abortion | |||
Access | Shareholder | Against | Voted - Against |
Report on Risks of Doing Business in Countries with | |||
Significant Human Rights Concerns | Shareholder | Against | Voted - Against |
Publish Independent Human Rights Impact Assessment | |||
of Targeted Advertising Technology | Shareholder | Against | Voted - Against |
Disclose More Quantitative and Qualitative | |||
Information on Algorithmic Systems | Shareholder | Against | Voted - Against |
Report on Alignment of YouTube Policies With Online | |||
Safety Regulations | Shareholder | Against | Voted - Against |
Report on Content Governance and Censorship | Shareholder | Against | Voted - Against |
Commission Independent Assessment of Effectiveness | |||
of Audit and Compliance Committee | Shareholder | Against | Voted - Against |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
Approve Recapitalization Plan for all Stock to Have | |||
One-vote per Share | Shareholder | Against | Voted - For |
ALTRIA GROUP, INC. | |||
Security ID: 02209S103 Ticker: MO | |||
Meeting Date: 18-May-23 | |||
Elect Director Ian L.T. Clarke | Management | For | Voted - For |
Elect Director Marjorie M. Connelly | Management | For | Voted - For |
Elect Director R. Matt Davis | Management | For | Voted - For |
Elect Director William F. Gifford, Jr. | Management | For | Voted - For |
Elect Director Jacinto J. Hernandez | Management | For | Voted - For |
Elect Director Debra J. Kelly-Ennis | Management | For | Voted - For |
Elect Director Kathryn B. McQuade | Management | For | Voted - For |
Elect Director George Munoz | Management | For | Voted - For |
Elect Director Nabil Y. Sakkab | Management | For | Voted - For |
Elect Director Virginia E. Shanks | Management | For | Voted - For |
Elect Director Ellen R. Strahlman | Management | For | Voted - For |
Elect Director M. Max Yzaguirre | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Congruency of Political Spending with | |||
Company Values and Priorities | Shareholder | Against | Voted - Against |
9
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on Third-Party Civil Rights Audit | Shareholder | Against | Voted - Against |
AMAZON.COM, INC. | |||
Security ID: 023135106 Ticker: AMZN | |||
Meeting Date: 24-May-23 | |||
Elect Director Jeffrey P. Bezos | Management | For | Voted - For |
Elect Director Andrew R. Jassy | Management | For | Voted - For |
Elect Director Keith B. Alexander | Management | For | Voted - For |
Elect Director Edith W. Cooper | Management | For | Voted - Against |
Elect Director Jamie S. Gorelick | Management | For | Voted - For |
Elect Director Daniel P. Huttenlocher | Management | For | Voted - Against |
Elect Director Judith A. McGrath | Management | For | Voted - Against |
Elect Director Indra K. Nooyi | Management | For | Voted - For |
Elect Director Jonathan J. Rubinstein | Management | For | Voted - For |
Elect Director Patricia Q. Stonesifer | Management | For | Voted - For |
Elect Director Wendell P. Weeks | Management | For | Voted - For |
Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Voted - Against |
Report on Customer Due Diligence | Shareholder | Against | Voted - Against |
Revise Transparency Report to Provide Greater | |||
Disclosure on Government Requests | Shareholder | Against | Voted - Against |
Report on Government Take Down Requests | Shareholder | Against | Voted - Against |
Report on Impact of Climate Change Strategy | |||
Consistent With Just Transition Guidelines | Shareholder | Against | Voted - Against |
Publish a Tax Transparency Report | Shareholder | Against | Voted - Against |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | Voted - Against |
Report on Cost/Benefit Analysis of Diversity, | |||
Equity and Inclusion Programs | Shareholder | Against | Voted - Against |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Commission Third Party Assessment on Company's | |||
Commitment to Freedom of Association and Collective | |||
Bargaining | Shareholder | Against | Voted - Against |
Consider Pay Disparity Between Executives and Other | |||
Employees | Shareholder | Against | Voted - Against |
Report on Animal Welfare Standards | Shareholder | Against | Voted - Against |
Establish a Public Policy Committee | Shareholder | Against | Voted - Against |
Adopt a Policy to Include Non-Management Employees | |||
as Prospective Director Candidates | Shareholder | Against | Voted - Against |
Commission a Third Party Audit on Working Conditions | Shareholder | Against | Voted - For |
Report on Efforts to Reduce Plastic Use | Shareholder | Against | Voted - Against |
10
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Commission Third Party Study and Report on Risks | |||
Associated with Use of Rekognition | Shareholder | Against | Voted - Against |
AMCOR PLC | |||
Security ID: G0250X107 Ticker: AMCR | |||
Meeting Date: 09-Nov-22 | |||
Elect Director Graeme Liebelt | Management | For | Voted - For |
Elect Director Armin Meyer | Management | For | Voted - For |
Elect Director Ronald Delia | Management | For | Voted - For |
Elect Director Achal Agarwal | Management | For | Voted - For |
Elect Director Andrea Bertone | Management | For | Voted - For |
Elect Director Susan Carter | Management | For | Voted - Against |
Elect Director Karen Guerra | Management | For | Voted - For |
Elect Director Nicholas (Tom) Long | Management | For | Voted - For |
Elect Director Arun Nayar | Management | For | Voted - For |
Elect Director David Szczupak | Management | For | Voted - For |
Ratify PricewaterhouseCoopers AG as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
AMERCO | |||
Security ID: 023586100 Ticker: UHAL | |||
Meeting Date: 18-Aug-22 | |||
Elect Director Edward J. "Joe" Shoen | Management | For | Voted - Withheld |
Elect Director James E. Acridge | Management | For | Voted - Withheld |
Elect Director John P. Brogan | Management | For | Voted - Withheld |
Elect Director James J. Grogan | Management | For | Voted - Withheld |
Elect Director Richard J. Herrera | Management | For | Voted - For |
Elect Director Karl A. Schmidt | Management | For | Voted - Withheld |
Elect Director Roberta R. Shank | Management | For | Voted - For |
Elect Director Samuel J. Shoen | Management | For | Voted - Withheld |
Ratify BDO USA, LLP as Auditors | Management | For | Voted - For |
Ratify and Affirm Decisions and Actions Taken by | |||
the Board and Executive Officers for Fiscal 2022 | Shareholder | For | Voted - Against |
Adopt GHG Emissions Reduction Targets Aligned with | |||
the Paris Agreement Goal | Shareholder | Against | Voted - Against |
AMEREN CORPORATION | |||
Security ID: 023608102 Ticker: AEE | |||
Meeting Date: 11-May-23 | |||
Elect Director Warner L. Baxter | Management | For | Voted - For |
Elect Director Cynthia J. Brinkley | Management | For | Voted - For |
11
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Catherine S. Brune | Management | For | Voted - For |
Elect Director J. Edward Coleman | Management | For | Voted - For |
Elect Director Ward H. Dickson | Management | For | Voted - For |
Elect Director Noelle K. Eder | Management | For | Voted - For |
Elect Director Ellen M. Fitzsimmons | Management | For | Voted - For |
Elect Director Rafael Flores | Management | For | Voted - For |
Elect Director Richard J. Harshman | Management | For | Voted - For |
Elect Director Craig S. Ivey | Management | For | Voted - For |
Elect Director James C. Johnson | Management | For | Voted - For |
Elect Director Martin J. Lyons, Jr. | Management | For | Voted - For |
Elect Director Steven H. Lipstein | Management | For | Voted - For |
Elect Director Leo S. Mackay, Jr. | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Disclose GHG Emissions Reductions Targets | Shareholder | Against | Voted - Against |
AMERICAN AIRLINES GROUP INC. | |||
Security ID: 02376R102 Ticker: AAL | |||
Meeting Date: 10-May-23 | |||
Elect Director Jeffrey D. Benjamin | Management | For | Voted - For |
Elect Director Adriane M. Brown | Management | For | Voted - For |
Elect Director John T. Cahill | Management | For | Voted - For |
Elect Director Michael J. Embler | Management | For | Voted - For |
Elect Director Matthew J. Hart | Management | For | Voted - For |
Elect Director Robert D. Isom | Management | For | Voted - For |
Elect Director Susan D. Kronick | Management | For | Voted - For |
Elect Director Martin H. Nesbitt | Management | For | Voted - For |
Elect Director Denise M. O'Leary | Management | For | Voted - For |
Elect Director Vicente Reynal | Management | For | Voted - For |
Elect Director Gregory D. Smith | Management | For | Voted - For |
Elect Director Douglas M. Steenland | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | For | Voted - For |
AMERICAN ELECTRIC POWER COMPANY, INC. | |||
Security ID: 025537101 Ticker: AEP | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Nicholas K. Akins | Management | For | Voted - For |
12
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director J. Barnie Beasley, Jr. | Management | For | Voted - For |
Elect Director Ben Fowke | Management | For | Voted - For |
Elect Director Art A. Garcia | Management | For | Voted - Against |
Elect Director Linda A. Goodspeed | Management | For | Voted - For |
Elect Director Donna A. James | Management | For | Voted - For |
Elect Director Sandra Beach Lin | Management | For | Voted - For |
Elect Director Margaret M. McCarthy | Management | For | Voted - For |
Elect Director Oliver G. 'Rick' Richard, III | Management | For | Voted - For |
Elect Director Daryl Roberts | Management | For | Voted - For |
Elect Director Julia A. Sloat | Management | For | Voted - For |
Elect Director Sara Martinez Tucker | Management | For | Voted - For |
Elect Director Lewis Von Thaer | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Reduce Supermajority Vote Requirement | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AMERICAN EXPRESS COMPANY | |||
Security ID: 025816109 Ticker: AXP | |||
Meeting Date: 02-May-23 | |||
Elect Director Thomas J. Baltimore | Management | For | Voted - For |
Elect Director John J. Brennan | Management | For | Voted - For |
Elect Director Peter Chernin | Management | For | Voted - For |
Elect Director Walter J. Clayton, III | Management | For | Voted - For |
Elect Director Ralph de la Vega | Management | For | Voted - For |
Elect Director Theodore J. Leonsis | Management | For | Voted - For |
Elect Director Deborah P. Majoras | Management | For | Voted - For |
Elect Director Karen L. Parkhill | Management | For | Voted - For |
Elect Director Charles E. Phillips | Management | For | Voted - For |
Elect Director Lynn A. Pike | Management | For | Voted - For |
Elect Director Stephen J. Squeri | Management | For | Voted - For |
Elect Director Daniel L. Vasella | Management | For | Voted - For |
Elect Director Lisa W. Wardell | Management | For | Voted - Against |
Elect Director Christopher D. Young | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
Report on Risks Related to Fulfilling Information | |||
Requests for Enforcing Laws Criminalizing Abortion | |||
Access | Shareholder | Against | Voted - Against |
13
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
AMERICAN FINANCIAL GROUP, INC. | |||
Security ID: 025932104 Ticker: AFG | |||
Meeting Date: 17-May-23 | |||
Elect Director Carl H. Lindner, III | Management | For | Voted - For |
Elect Director S. Craig Lindner | Management | For | Voted - For |
Elect Director John B. Berding | Management | For | Voted - For |
Elect Director James E. Evans | Management | For | Voted - For |
Elect Director Terry S. Jacobs | Management | For | Voted - For |
Elect Director Gregory G. Joseph | Management | For | Voted - For |
Elect Director Mary Beth Martin | Management | For | Voted - For |
Elect Director Amy Y. Murray | Management | For | Voted - For |
Elect Director Evans N. Nwankwo | Management | For | Voted - For |
Elect Director William W. Verity | Management | For | Voted - For |
Elect Director John I. Von Lehman | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AMERICAN INTERNATIONAL GROUP, INC. | |||
Security ID: 026874784 Ticker: AIG | |||
Meeting Date: 10-May-23 | |||
Elect Director Paola Bergamaschi | Management | For | Voted - For |
Elect Director James Cole, Jr. | Management | For | Voted - For |
Elect Director W. Don Cornwell | Management | For | Voted - For |
Elect Director Linda A. Mills | Management | For | Voted - Against |
Elect Director Diana M. Murphy | Management | For | Voted - For |
Elect Director Peter R. Porrino | Management | For | Voted - For |
Elect Director John G. Rice | Management | For | Voted - For |
Elect Director Therese M. Vaughan | Management | For | Voted - For |
Elect Director Vanessa A. Wittman | Management | For | Voted - For |
Elect Director Peter Zaffino | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
AMERICAN WATER WORKS COMPANY, INC. | |||
Security ID: 030420103 Ticker: AWK | |||
Meeting Date: 10-May-23 | |||
Elect Director Jeffrey N. Edwards | Management | For | Voted - For |
Elect Director Martha Clark Goss | Management | For | Voted - For |
14
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director M. Susan Hardwick | Management | For | Voted - For |
Elect Director Kimberly J. Harris | Management | For | Voted - For |
Elect Director Laurie P. Havanec | Management | For | Voted - For |
Elect Director Julia L. Johnson | Management | For | Voted - For |
Elect Director Patricia L. Kampling | Management | For | Voted - For |
Elect Director Karl F. Kurz | Management | For | Voted - For |
Elect Director Michael L. Marberry | Management | For | Voted - For |
Elect Director James G. Stavridis | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Oversee and Report a Racial Equity Audit | Shareholder | Against | Voted - Against |
AMERIPRISE FINANCIAL, INC. | |||
Security ID: 03076C106 Ticker: AMP | |||
Meeting Date: 26-Apr-23 | |||
Elect Director James M. Cracchiolo | Management | For | Voted - For |
Elect Director Robert F. Sharpe, Jr. | Management | For | Voted - For |
Elect Director Dianne Neal Blixt | Management | For | Voted - For |
Elect Director Amy DiGeso | Management | For | Voted - For |
Elect Director Christopher J. Williams | Management | For | Voted - For |
Elect Director Armando Pimentel, Jr. | Management | For | Voted - For |
Elect Director Brian T. Shea | Management | For | Voted - For |
Elect Director W. Edward Walter, III | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
AMERISOURCEBERGEN CORPORATION | |||
Security ID: 03073E105 Ticker: ABC | |||
Meeting Date: 09-Mar-23 | |||
Elect Director Ornella Barra | Management | For | Voted - For |
Elect Director Steven H. Collis | Management | For | Voted - For |
Elect Director D. Mark Durcan | Management | For | Voted - For |
Elect Director Richard W. Gochnauer | Management | For | Voted - For |
Elect Director Lon R. Greenberg | Management | For | Voted - For |
Elect Director Kathleen W. Hyle | Management | For | Voted - For |
Elect Director Lorence H. Kim | Management | For | Voted - For |
Elect Director Henry W. McGee | Management | For | Voted - For |
Elect Director Redonda G. Miller | Management | For | Voted - For |
Elect Director Dennis M. Nally | Management | For | Voted - For |
15
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
AMETEK, INC. | |||
Security ID: 031100100 Ticker: AME | |||
Meeting Date: 04-May-23 | |||
Elect Director Thomas A. Amato | Management | For | Voted - For |
Elect Director Anthony J. Conti | Management | For | Voted - For |
Elect Director Gretchen W. McClain | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
AMGEN INC. | |||
Security ID: 031162100 Ticker: AMGN | |||
Meeting Date: 19-May-23 | |||
Elect Director Wanda M. Austin | Management | For | Voted - For |
Elect Director Robert A. Bradway | Management | For | Voted - For |
Elect Director Michael V. Drake | Management | For | Voted - For |
Elect Director Brian J. Druker | Management | For | Voted - For |
Elect Director Robert A. Eckert | Management | For | Voted - For |
Elect Director Greg C. Garland | Management | For | Voted - For |
Elect Director Charles M. Holley, Jr. | Management | For | Voted - For |
Elect Director S. Omar Ishrak | Management | For | Voted - For |
Elect Director Tyler Jacks | Management | For | Voted - For |
Elect Director Ellen J. Kullman | Management | For | Voted - For |
Elect Director Amy E. Miles | Management | For | Voted - For |
Elect Director Ronald D. Sugar | Management | For | Voted - For |
Elect Director R. Sanders Williams | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
16
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
AMPHENOL CORPORATION | |||
Security ID: 032095101 Ticker: APH | |||
Meeting Date: 18-May-23 | |||
Elect Director Nancy A. Altobello | Management | For | Voted - For |
Elect Director David P. Falck | Management | For | Voted - For |
Elect Director Edward G. Jepsen | Management | For | Voted - For |
Elect Director Rita S. Lane | Management | For | Voted - For |
Elect Director Robert A. Livingston | Management | For | Voted - For |
Elect Director Martin H. Loeffler | Management | For | Voted - For |
Elect Director R. Adam Norwitt | Management | For | Voted - For |
Elect Director Prahlad Singh | Management | For | Voted - For |
Elect Director Anne Clarke Wolff | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Political Contributions and Expenditures | Shareholder | Against | Voted - Against |
ANALOG DEVICES, INC. | |||
Security ID: 032654105 Ticker: ADI | |||
Meeting Date: 08-Mar-23 | |||
Elect Director Vincent Roche | Management | For | Voted - For |
Elect Director James A. Champy | Management | For | Voted - For |
Elect Director Andre Andonian | Management | For | Voted - For |
Elect Director Anantha P. Chandrakasan | Management | For | Voted - For |
Elect Director Edward H. Frank | Management | For | Voted - For |
Elect Director Laurie H. Glimcher | Management | For | Voted - For |
Elect Director Karen M. Golz | Management | For | Voted - For |
Elect Director Mercedes Johnson | Management | For | Voted - For |
Elect Director Kenton J. Sicchitano | Management | For | Voted - For |
Elect Director Ray Stata | Management | For | Voted - For |
Elect Director Susie Wee | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
ANSYS, INC. | |||
Security ID: 03662Q105 Ticker: ANSS | |||
Meeting Date: 12-May-23 | |||
Elect Director Robert M. Calderoni | Management | For | Voted - For |
Elect Director Glenda M. Dorchak | Management | For | Voted - For |
17
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ajei S. Gopal | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Declassify the Board of Directors | Management | For | Voted - For |
AON PLC | |||
Security ID: G0403H108 Ticker: AON | |||
Meeting Date: 16-Jun-23 | |||
Elect Director Lester B. Knight | Management | For | Voted - For |
Elect Director Gregory C. Case | Management | For | Voted - For |
Elect Director Jin-Yong Cai | Management | For | Voted - For |
Elect Director Jeffrey C. Campbell | Management | For | Voted - For |
Elect Director Fulvio Conti | Management | For | Voted - For |
Elect Director Cheryl A. Francis | Management | For | Voted - For |
Elect Director Adriana Karaboutis | Management | For | Voted - For |
Elect Director Richard C. Notebaert | Management | For | Voted - For |
Elect Director Gloria Santona | Management | For | Voted - For |
Elect Director Sarah E. Smith | Management | For | Voted - For |
Elect Director Byron O. Spruell | Management | For | Voted - For |
Elect Director Carolyn Y. Woo | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Ratify Ernst & Young Chartered Accountants as | |||
Statutory Auditor | Management | For | Voted - For |
Authorise the Audit Committee to Fix Remuneration | |||
of Auditors | Management | For | Voted - For |
Amend Omnibus Plan | Management | For | Voted - For |
APA CORPORATION | |||
Security ID: 03743Q108 Ticker: APA | |||
Meeting Date: 23-May-23 | |||
Elect Director Annell R. Bay | Management | For | Voted - For |
Elect Director John J. Christmann, IV | Management | For | Voted - For |
Elect Director Juliet S. Ellis | Management | For | Voted - For |
Elect Director Charles W. Hooper | Management | For | Voted - For |
Elect Director Chansoo Joung | Management | For | Voted - For |
Elect Director H. Lamar McKay | Management | For | Voted - For |
Elect Director Amy H. Nelson | Management | For | Voted - Against |
Elect Director Daniel W. Rabun | Management | For | Voted - For |
Elect Director Peter A. Ragauss | Management | For | Voted - For |
Elect Director David L. Stover | Management | For | Voted - For |
18
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Provide for | |||
Exculpation of Certain Officers | Management | For | Voted - For |
APOLLO GLOBAL MANAGEMENT, INC. | |||
Security ID: 03769M106 Ticker: APO | |||
Meeting Date: 07-Oct-22 | |||
Elect Director Marc A. Beilinson | Management | For | Voted - For |
Elect Director James R. Belardi | Management | For | Voted - For |
Elect Director Jessica Bibliowicz | Management | For | Voted - For |
Elect Director Walter (Jay) Clayton, III | Management | For | Voted - For |
Elect Director Michael Ducey | Management | For | Voted - For |
Elect Director Richard Emerson | Management | For | Voted - Withheld |
Elect Director Kerry Murphy Healey | Management | For | Voted - For |
Elect Director Mitra Hormozi | Management | For | Voted - For |
Elect Director Pamela Joyner | Management | For | Voted - For |
Elect Director Scott Kleinman | Management | For | Voted - For |
Elect Director A.B. Krongard | Management | For | Voted - For |
Elect Director Pauline Richards | Management | For | Voted - For |
Elect Director Marc Rowan | Management | For | Voted - For |
Elect Director David Simon | Management | For | Voted - For |
Elect Director Lynn Swann | Management | For | Voted - For |
Elect Director James Zelter | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
APPLE INC. | |||
Security ID: 037833100 Ticker: AAPL | |||
Meeting Date: 10-Mar-23 | |||
Elect Director James Bell | Management | For | Voted - For |
Elect Director Tim Cook | Management | For | Voted - For |
Elect Director Al Gore | Management | For | Voted - For |
Elect Director Alex Gorsky | Management | For | Voted - For |
Elect Director Andrea Jung | Management | For | Voted - For |
Elect Director Art Levinson | Management | For | Voted - For |
Elect Director Monica Lozano | Management | For | Voted - For |
Elect Director Ron Sugar | Management | For | Voted - For |
Elect Director Sue Wagner | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
19
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Voted - Against |
Report on Operations in Communist China | Shareholder | Against | Voted - Against |
Adopt a Policy Establishing an Engagement Process | |||
with Proponents to Shareholder Proposals | Shareholder | Against | Voted - Against |
Report on Median Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
Amend Proxy Access Right | Shareholder | Against | Voted - Against |
APPLIED MATERIALS, INC. | |||
Security ID: 038222105 Ticker: AMAT | |||
Meeting Date: 09-Mar-23 | |||
Elect Director Rani Borkar | Management | For | Voted - For |
Elect Director Judy Bruner | Management | For | Voted - For |
Elect Director Xun (Eric) Chen | Management | For | Voted - For |
Elect Director Aart J. de Geus | Management | For | Voted - For |
Elect Director Gary E. Dickerson | Management | For | Voted - For |
Elect Director Thomas J. Iannotti | Management | For | Voted - For |
Elect Director Alexander A. Karsner | Management | For | Voted - For |
Elect Director Kevin P. March | Management | For | Voted - For |
Elect Director Yvonne McGill | Management | For | Voted - For |
Elect Director Scott A. McGregor | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Improve Executive Compensation Program and Policy | Shareholder | Against | Voted - Against |
APTIV PLC | |||
Security ID: G6095L109 Ticker: APTV | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Kevin P. Clark | Management | For | Voted - For |
Elect Director Richard L. (Rick) Clemmer | Management | For | Voted - For |
Elect Director Nancy E. Cooper | Management | For | Voted - For |
Elect Director Joseph L. (Jay) Hooley | Management | For | Voted - For |
Elect Director Merit E. Janow | Management | For | Voted - For |
Elect Director Sean O. Mahoney | Management | For | Voted - For |
Elect Director Paul M. Meister | Management | For | Voted - For |
Elect Director Robert K. (Kelly) Ortberg | Management | For | Voted - For |
Elect Director Colin J. Parris | Management | For | Voted - For |
Elect Director Ana G. Pinczuk | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
20
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ARCH CAPITAL GROUP LTD. | |||
Security ID: G0450A105 Ticker: ACGL | |||
Meeting Date: 04-May-23 | |||
Elect Director Francis Ebong | Management | For | Voted - For |
Elect Director Eileen Mallesch | Management | For | Voted - For |
Elect Director Louis J. Paglia | Management | For | Voted - For |
Elect Director Brian S. Posner | Management | For | Voted - For |
Elect Director John D. Vollaro | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Elect Director Matthew Dragonetti as Designated | |||
Company Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Seamus Fearon as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director H. Beau Franklin as Designated | |||
Company Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Jerome Halgan as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director James Haney as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Chris Hovey as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Pierre Jal as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Francois Morin as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director David J. Mulholland as Designated | |||
Company Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Chiara Nannini as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Maamoun Rajeh as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Christine Todd as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
ARCHER-DANIELS-MIDLAND COMPANY | |||
Security ID: 039483102 Ticker: ADM | |||
Meeting Date: 04-May-23 | |||
Elect Director Michael S. Burke | Management | For | Voted - For |
Elect Director Theodore Colbert | Management | For | Voted - For |
Elect Director James C. Collins, Jr. | Management | For | Voted - For |
Elect Director Terrell K. Crews | Management | For | Voted - For |
Elect Director Ellen de Brabander | Management | For | Voted - For |
21
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Suzan F. Harrison | Management | For | Voted - For |
Elect Director Juan R. Luciano | Management | For | Voted - For |
Elect Director Patrick J. Moore | Management | For | Voted - For |
Elect Director Debra A. Sandler | Management | For | Voted - For |
Elect Director Lei Z. Schlitz | Management | For | Voted - For |
Elect Director Kelvin R. Westbrook | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
ARES MANAGEMENT CORPORATION | |||
Security ID: 03990B101 Ticker: ARES | |||
Meeting Date: 12-Jun-23 | |||
Elect Director Michael J. Arougheti | Management | For | Voted - Against |
Elect Director Ashish Bhutani | Management | For | Voted - For |
Elect Director Antoinette Bush | Management | For | Voted - Against |
Elect Director R. Kipp deVeer | Management | For | Voted - Against |
Elect Director Paul G. Joubert | Management | For | Voted - Against |
Elect Director David B. Kaplan | Management | For | Voted - Against |
Elect Director Michael Lynton | Management | For | Voted - Against |
Elect Director Eileen Naughton | Management | For | Voted - Against |
Elect Director Judy D. Olian | Management | For | Voted - Against |
Elect Director Antony P. Ressler | Management | For | Voted - Against |
Elect Director Bennett Rosenthal | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - Against |
ARISTA NETWORKS, INC. | |||
Security ID: 040413106 Ticker: ANET | |||
Meeting Date: 14-Jun-23 | |||
Elect Director Lewis Chew | Management | For | Voted - Withheld |
Elect Director Mark B. Templeton | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
ARTHUR J. GALLAGHER & CO. | |||
Security ID: 363576109 Ticker: AJG | |||
Meeting Date: 09-May-23 | |||
Elect Director Sherry S. Barrat | Management | For | Voted - For |
22
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director William L. Bax | Management | For | Voted - For |
Elect Director Teresa H. Clarke | Management | For | Voted - For |
Elect Director D. John Coldman | Management | For | Voted - For |
Elect Director J. Patrick Gallagher, Jr. | Management | For | Voted - For |
Elect Director David S. Johnson | Management | For | Voted - For |
Elect Director Christopher C. Miskel | Management | For | Voted - For |
Elect Director Ralph J. Nicoletti | Management | For | Voted - For |
Elect Director Norman L. Rosenthal | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Limit the | |||
Personal Liability of Certain Officers | Management | For | Voted - For |
AT&T INC. | |||
Security ID: 00206R102 Ticker: T | |||
Meeting Date: 18-May-23 | |||
Elect Director Scott T. Ford | Management | For | Voted - For |
Elect Director Glenn H. Hutchins | Management | For | Voted - For |
Elect Director William E. Kennard | Management | For | Voted - For |
Elect Director Stephen J. Luczo | Management | For | Voted - For |
Elect Director Michael B. McCallister | Management | For | Voted - For |
Elect Director Beth E. Mooney | Management | For | Voted - For |
Elect Director Matthew K. Rose | Management | For | Voted - For |
Elect Director John T. Stankey | Management | For | Voted - For |
Elect Director Cynthia B. Taylor | Management | For | Voted - For |
Elect Director Luis A. Ubinas | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Commission Third Party Racial Equity Audit | Shareholder | Against | Voted - Against |
ATLASSIAN CORPORATION PLC | |||
Security ID: G06242104 Ticker: TEAM | |||
Meeting Date: 22-Aug-22 | |||
Approve Scheme of Arrangement | Management | For | Voted - For |
23
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ATMOS ENERGY CORPORATION | |||
Security ID: 049560105 Ticker: ATO | |||
Meeting Date: 08-Feb-23 | |||
Elect Director John C. Ale | Management | For | Voted - For |
Elect Director J. Kevin Akers | Management | For | Voted - For |
Elect Director Kim R. Cocklin | Management | For | Voted - For |
Elect Director Kelly H. Compton | Management | For | Voted - For |
Elect Director Sean Donohue | Management | For | Voted - For |
Elect Director Rafael G. Garza | Management | For | Voted - For |
Elect Director Richard K. Gordon | Management | For | Voted - For |
Elect Director Nancy K. Quinn | Management | For | Voted - For |
Elect Director Richard A. Sampson | Management | For | Voted - For |
Elect Director Diana J. Walters | Management | For | Voted - For |
Elect Director Frank Yoho | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
AUTODESK, INC. | |||
Security ID: 052769106 Ticker: ADSK | |||
Meeting Date: 21-Jun-23 | |||
Elect Director Andrew Anagnost | Management | For | Voted - For |
Elect Director Karen Blasing | Management | For | Voted - For |
Elect Director Reid French | Management | For | Voted - For |
Elect Director Ayanna Howard | Management | For | Voted - For |
Elect Director Blake Irving | Management | For | Voted - For |
Elect Director Mary T. McDowell | Management | For | Voted - For |
Elect Director Stephen Milligan | Management | For | Voted - For |
Elect Director Lorrie M. Norrington | Management | For | Voted - For |
Elect Director Elizabeth (Betsy) Rafael | Management | For | Voted - For |
Elect Director Rami Rahim | Management | For | Voted - For |
Elect Director Stacy J. Smith | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AUTOMATIC DATA PROCESSING, INC. | |||
Security ID: 053015103 Ticker: ADP | |||
Meeting Date: 09-Nov-22 | |||
Elect Director Peter Bisson | Management | For | Voted - For |
Elect Director David V. Goeckeler | Management | For | Voted - For |
24
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Linnie M. Haynesworth | Management | For | Voted - For |
Elect Director John P. Jones | Management | For | Voted - For |
Elect Director Francine S. Katsoudas | Management | For | Voted - For |
Elect Director Nazzic S. Keene | Management | For | Voted - For |
Elect Director Thomas J. Lynch | Management | For | Voted - For |
Elect Director Scott F. Powers | Management | For | Voted - For |
Elect Director William J. Ready | Management | For | Voted - For |
Elect Director Carlos A. Rodriguez | Management | For | Voted - For |
Elect Director Sandra S. Wijnberg | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
AUTOZONE, INC. | |||
Security ID: 053332102 Ticker: AZO | |||
Meeting Date: 14-Dec-22 | |||
Elect Director Michael A. George | Management | For | Voted - For |
Elect Director Linda A. Goodspeed | Management | For | Voted - For |
Elect Director Earl G. Graves, Jr. | Management | For | Voted - For |
Elect Director Enderson Guimaraes | Management | For | Voted - For |
Elect Director Brian P. Hannasch | Management | For | Voted - For |
Elect Director D. Bryan Jordan | Management | For | Voted - For |
Elect Director Gale V. King | Management | For | Voted - For |
Elect Director George R. Mrkonic, Jr. | Management | For | Voted - For |
Elect Director William C. Rhodes, III | Management | For | Voted - For |
Elect Director Jill A. Soltau | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
AVANTOR, INC. | |||
Security ID: 05352A100 Ticker: AVTR | |||
Meeting Date: 11-May-23 | |||
Elect Director Juan Andres | Management | For | Voted - For |
Elect Director John Carethers | Management | For | Voted - For |
Elect Director Lan Kang | Management | For | Voted - For |
Elect Director Joseph Massaro | Management | For | Voted - For |
Elect Director Mala Murthy | Management | For | Voted - For |
Elect Director Jonathan Peacock | Management | For | Voted - For |
Elect Director Michael Severino | Management | For | Voted - For |
Elect Director Christi Shaw | Management | For | Voted - For |
Elect Director Michael Stubblefield | Management | For | Voted - For |
Elect Director Gregory Summe | Management | For | Voted - For |
25
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
AVERY DENNISON CORPORATION | |||
Security ID: 053611109 Ticker: AVY | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Bradley A. Alford | Management | For | Voted - For |
Elect Director Anthony K. Anderson | Management | For | Voted - For |
Elect Director Mitchell R. Butier | Management | For | Voted - For |
Elect Director Ken C. Hicks | Management | For | Voted - For |
Elect Director Andres A. Lopez | Management | For | Voted - For |
Elect Director Francesca Reverberi | Management | For | Voted - For |
Elect Director Patrick T. Siewert | Management | For | Voted - For |
Elect Director Julia A. Stewart | Management | For | Voted - For |
Elect Director Martha N. Sullivan | Management | For | Voted - For |
Elect Director William R. Wagner | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
AXON ENTERPRISE, INC. | |||
Security ID: 05464C101 Ticker: AXON | |||
Meeting Date: 31-May-23 | |||
Elect Director Adriane Brown | Management | For | Voted - For |
Elect Director Michael Garnreiter | Management | For | Voted - For |
Elect Director Mark W. Kroll | Management | For | Voted - Against |
Elect Director Matthew R. McBrady | Management | For | Voted - For |
Elect Director Hadi Partovi | Management | For | Voted - For |
Elect Director Graham Smith | Management | For | Voted - For |
Elect Director Patrick W. Smith | Management | For | Voted - For |
Elect Director Jeri Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Grant Thornton LLP as Auditors | Management | For | Voted - For |
Approve Stock Option Grants to Patrick W. Smith | Management | For | Voted - Against |
Discontinue the Development and Plans for Sale of a | |||
Remotely-operated, Non-lethal TASER Drone System | Shareholder | Against | Voted - Against |
26
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
BAKER HUGHES COMPANY | |||
Security ID: 05722G100 Ticker: BKR | |||
Meeting Date: 16-May-23 | |||
Elect Director W. Geoffrey Beattie | Management | For | Voted - For |
Elect Director Gregory D. Brenneman | Management | For | Voted - For |
Elect Director Cynthia B. Carroll | Management | For | Voted - For |
Elect Director Nelda J. Connors | Management | For | Voted - For |
Elect Director Michael R. Dumais | Management | For | Voted - For |
Elect Director Lynn L. Elsenhans | Management | For | Voted - For |
Elect Director John G. Rice | Management | For | Voted - For |
Elect Director Lorenzo Simonelli | Management | For | Voted - For |
Elect Director Mohsen Sohi | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
BALL CORPORATION | |||
Security ID: 058498106 Ticker: BALL | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Cathy D. Ross | Management | For | Voted - For |
Elect Director Betty J. Sapp | Management | For | Voted - For |
Elect Director Stuart A. Taylor, II | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
BANK OF AMERICA CORPORATION | |||
Security ID: 060505104 Ticker: BAC | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Sharon L. Allen | Management | For | Voted - For |
Elect Director Jose (Joe) E. Almeida | Management | For | Voted - For |
Elect Director Frank P. Bramble, Sr. | Management | For | Voted - For |
Elect Director Pierre J.P. de Weck | Management | For | Voted - For |
Elect Director Arnold W. Donald | Management | For | Voted - For |
Elect Director Linda P. Hudson | Management | For | Voted - Against |
Elect Director Monica C. Lozano | Management | For | Voted - For |
Elect Director Brian T. Moynihan | Management | For | Voted - For |
Elect Director Lionel L. Nowell, III | Management | For | Voted - For |
Elect Director Denise L. Ramos | Management | For | Voted - For |
Elect Director Clayton S. Rose | Management | For | Voted - For |
27
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Michael D. White | Management | For | Voted - For |
Elect Director Thomas D. Woods | Management | For | Voted - For |
Elect Director Maria T. Zuber | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
Disclose 2030 Absolute GHG Reduction Targets | |||
Associated with Lending and Underwriting | Shareholder | Against | Voted - Against |
Report on Climate Transition Plan Describing | |||
Efforts to Align Financing Activities with GHG | |||
Targets | Shareholder | Against | Voted - Against |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
Commission Third Party Racial Equity Audit | Shareholder | Against | Voted - Against |
BAXTER INTERNATIONAL INC. | |||
Security ID: 071813109 Ticker: BAX | |||
Meeting Date: 02-May-23 | |||
Elect Director Jose (Joe) E. Almeida | Management | For | Voted - For |
Elect Director Michael F. Mahoney | Management | For | Voted - For |
Elect Director Patricia B. Morrison | Management | For | Voted - For |
Elect Director Stephen N. Oesterle | Management | For | Voted - For |
Elect Director Nancy M. Schlichting | Management | For | Voted - For |
Elect Director Brent Shafer | Management | For | Voted - For |
Elect Director Cathy R. Smith | Management | For | Voted - For |
Elect Director Amy A. Wendell | Management | For | Voted - For |
Elect Director David S. Wilkes | Management | For | Voted - For |
Elect Director Peter M. Wilver | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
BECTON, DICKINSON AND COMPANY | |||
Security ID: 075887109 Ticker: BDX | |||
Meeting Date: 24-Jan-23 | |||
Elect Director William M. Brown | Management | For | Voted - For |
28
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Catherine M. Burzik | Management | For | Voted - For |
Elect Director Carrie L. Byington | Management | For | Voted - For |
Elect Director R. Andrew Eckert | Management | For | Voted - For |
Elect Director Claire M. Fraser | Management | For | Voted - For |
Elect Director Jeffrey W. Henderson | Management | For | Voted - For |
Elect Director Christopher Jones | Management | For | Voted - For |
Elect Director Marshall O. Larsen | Management | For | Voted - For |
Elect Director Thomas E. Polen | Management | For | Voted - For |
Elect Director Timothy M. Ring | Management | For | Voted - For |
Elect Director Bertram L. Scott | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
BENTLEY SYSTEMS, INC. | |||
Security ID: 08265T208 Ticker: BSY | |||
Meeting Date: 25-May-23 | |||
Elect Director Barry J. Bentley | Management | For | Voted - Withheld |
Elect Director Gregory S. Bentley | Management | For | Voted - Withheld |
Elect Director Keith A. Bentley | Management | For | Voted - Withheld |
Elect Director Raymond B. Bentley | Management | For | Voted - Withheld |
Elect Director Kirk B. Griswold | Management | For | Voted - Withheld |
Elect Director Janet B. Haugen | Management | For | Voted - Withheld |
Elect Director Brian F. Hughes | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
BERKSHIRE HATHAWAY INC. | |||
Security ID: 084670702 Ticker: BRK.B | |||
Meeting Date: 06-May-23 | |||
Elect Director Warren E. Buffett | Management | For | Voted - For |
Elect Director Charles T. Munger | Management | For | Voted - For |
Elect Director Gregory E. Abel | Management | For | Voted - For |
Elect Director Howard G. Buffett | Management | For | Voted - For |
Elect Director Susan A. Buffett | Management | For | Voted - For |
Elect Director Stephen B. Burke | Management | For | Voted - Withheld |
Elect Director Kenneth I. Chenault | Management | For | Voted - Withheld |
Elect Director Christopher C. Davis | Management | For | Voted - For |
Elect Director Susan L. Decker | Management | For | Voted - Withheld |
29
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Charlotte Guyman | Management | For | Voted - Withheld |
Elect Director Ajit Jain | Management | For | Voted - For |
Elect Director Thomas S. Murphy, Jr. | Management | For | Voted - For |
Elect Director Ronald L. Olson | Management | For | Voted - For |
Elect Director Wallace R. Weitz | Management | For | Voted - For |
Elect Director Meryl B. Witmer | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Report on Physical and Transitional Climate-Related | |||
Risks and Opportunities | Shareholder | Against | Voted - For |
Report on Audit Committee's Oversight on Climate | |||
Risks and Disclosures | Shareholder | Against | Voted - For |
Report If and How Company Will Measure, Disclose | |||
and Reduce GHG Emissions | Shareholder | Against | Voted - Against |
Report on Effectiveness of Diversity, Equity, and | |||
Inclusion Efforts | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Encourage Senior Management Commitment to Avoid | |||
Political Speech | Shareholder | Against | Voted - Against |
BEST BUY CO., INC. | |||
Security ID: 086516101 Ticker: BBY | |||
Meeting Date: 14-Jun-23 | |||
Elect Director Corie S. Barry | Management | For | Voted - For |
Elect Director Lisa M. Caputo | Management | For | Voted - For |
Elect Director J. Patrick Doyle | Management | For | Voted - For |
Elect Director David W. Kenny | Management | For | Voted - For |
Elect Director Mario J. Marte | Management | For | Voted - For |
Elect Director Karen A. McLoughlin | Management | For | Voted - For |
Elect Director Claudia F. Munce | Management | For | Voted - For |
Elect Director Richelle P. Parham | Management | For | Voted - For |
Elect Director Steven E. Rendle | Management | For | Voted - For |
Elect Director Sima D. Sistani | Management | For | Voted - For |
Elect Director Melinda D. Whittington | Management | For | Voted - For |
Elect Director Eugene A. Woods | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
BILL.COM HOLDINGS, INC. | |||
Security ID: 090043100 Ticker: BILL | |||
Meeting Date: 08-Dec-22 | |||
Elect Director Steven Cakebread | Management | For | Voted - Withheld |
30
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director David Hornik | Management | For | Voted - Withheld |
Elect Director Brian Jacobs | Management | For | Voted - Withheld |
Elect Director Allie Kline | Management | For | Voted - Withheld |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
BIOGEN INC. | |||
Security ID: 09062X103 Ticker: BIIB | |||
Meeting Date: 26-Jun-23 | |||
Elect Director Caroline D. Dorsa | Management | For | Voted - For |
Elect Director Maria C. Freire | Management | For | Voted - Against |
Elect Director William A. Hawkins | Management | For | Voted - Against |
Elect Director Jesus B. Mantas | Management | For | Voted - For |
Elect Director Eric K. Rowinsky | Management | For | Voted - For |
Elect Director Stephen A. Sherwin | Management | For | Voted - For |
Elect Director Christopher A. Viehbacher | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Elect Director Susan K. Langer | Management | For | Voted - For |
BIOMARIN PHARMACEUTICAL INC. | |||
Security ID: 09061G101 Ticker: BMRN | |||
Meeting Date: 23-May-23 | |||
Elect Director Mark J. Alles | Management | For | Voted - For |
Elect Director Elizabeth McKee Anderson | Management | For | Voted - For |
Elect Director Jean-Jacques Bienaime | Management | For | Voted - For |
Elect Director Willard Dere | Management | For | Voted - For |
Elect Director Elaine J. Heron | Management | For | Voted - For |
Elect Director Maykin Ho | Management | For | Voted - For |
Elect Director Robert J. Hombach | Management | For | Voted - For |
Elect Director V. Bryan Lawlis | Management | For | Voted - For |
Elect Director Richard A. Meier | Management | For | Voted - For |
Elect Director David E.I. Pyott | Management | For | Voted - For |
Elect Director Dennis J. Slamon | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
31
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
BIO-RAD LABORATORIES, INC. | |||
Security ID: 090572207 Ticker: BIO | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Melinda Litherland | Management | For | Voted - Against |
Elect Director Arnold A. Pinkston | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Report on Political Contributions and Expenditures | Shareholder | Against | Voted - Against |
BIO-TECHNE CORPORATION | |||
Security ID: 09073M104 Ticker: TECH | |||
Meeting Date: 27-Oct-22 | |||
Fix Number of Directors at Nine | Management | For | Voted - For |
Elect Director Robert V. Baumgartner | Management | For | Voted - For |
Elect Director Julie L. Bushman | Management | For | Voted - For |
Elect Director John L. Higgins | Management | For | Voted - For |
Elect Director Joseph D. Keegan | Management | For | Voted - For |
Elect Director Charles R. Kummeth | Management | For | Voted - For |
Elect Director Roeland Nusse | Management | For | Voted - For |
Elect Director Alpna Seth | Management | For | Voted - For |
Elect Director Randolph Steer | Management | For | Voted - For |
Elect Director Rupert Vessey | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Approve Stock Split | Management | For | Voted - For |
Ratify KPMG, LLP as Auditors | Management | For | Voted - For |
BLACKROCK, INC. | |||
Security ID: 09247X101 Ticker: BLK | |||
Meeting Date: 24-May-23 | |||
Elect Director Bader M. Alsaad | Management | For | Voted - For |
Elect Director Pamela Daley | Management | For | Voted - For |
Elect Director Laurence D. Fink | Management | For | Voted - For |
Elect Director William E. Ford | Management | For | Voted - For |
Elect Director Fabrizio Freda | Management | For | Voted - For |
Elect Director Murry S. Gerber | Management | For | Voted - For |
Elect Director Margaret "Peggy" L. Johnson | Management | For | Voted - For |
Elect Director Robert S. Kapito | Management | For | Voted - For |
Elect Director Cheryl D. Mills | Management | For | Voted - For |
Elect Director Gordon M. Nixon | Management | For | Voted - For |
32
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Kristin C. Peck | Management | For | Voted - For |
Elect Director Charles H. Robbins | Management | For | Voted - For |
Elect Director Marco Antonio Slim Domit | Management | For | Voted - For |
Elect Director Hans E. Vestberg | Management | For | Voted - For |
Elect Director Susan L. Wagner | Management | For | Voted - For |
Elect Director Mark Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Third-Party Civil Rights Audit | Shareholder | Against | Voted - Against |
Report on Ability to Engineer Decarbonization in | |||
the Real Economy | Shareholder | Against | Voted - Against |
Report on Societal Impacts of Aerospace & Defense | |||
Industry ETF | Shareholder | Against | Voted - Against |
BLOCK, INC. | |||
Security ID: 852234103 Ticker: SQ | |||
Meeting Date: 13-Jun-23 | |||
Elect Director Roelof Botha | Management | For | Voted - Withheld |
Elect Director Amy Brooks | Management | For | Voted - Withheld |
Elect Director Shawn Carter | Management | For | Voted - Withheld |
Elect Director James McKelvey | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Effectiveness of Diversity, Equity, and | |||
Inclusion Efforts | Shareholder | Against | Voted - Against |
BOOKING HOLDINGS INC. | |||
Security ID: 09857L108 Ticker: BKNG | |||
Meeting Date: 06-Jun-23 | �� | ||
Elect Director Glenn D. Fogel | Management | For | Voted - For |
Elect Director Mirian M. Graddick-Weir | Management | For | Voted - For |
Elect Director Wei Hopeman | Management | For | Voted - For |
Elect Director Robert J. Mylod, Jr. | Management | For | Voted - For |
Elect Director Charles H. Noski | Management | For | Voted - For |
Elect Director Larry Quinlan | Management | For | Voted - For |
Elect Director Nicholas J. Read | Management | For | Voted - For |
Elect Director Thomas E. Rothman | Management | For | Voted - For |
Elect Director Sumit Singh | Management | For | Voted - For |
Elect Director Lynn Vojvodich Radakovich | Management | For | Voted - For |
Elect Director Vanessa A. Wittman | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
33
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
BOOZ ALLEN HAMILTON HOLDING CORPORATION | |||
Security ID: 099502106 Ticker: BAH | |||
Meeting Date: 27-Jul-22 | |||
Elect Director Horacio D. Rozanski | Management | For | Voted - For |
Elect Director Mark E. Gaumond | Management | For | Voted - For |
Elect Director Gretchen W. McClain | Management | For | Voted - For |
Elect Director Melody C. Barnes | Management | For | Voted - For |
Elect Director Ellen Jewett | Management | For | Voted - For |
Elect Director Arthur E. Johnson | Management | For | Voted - For |
Elect Director Charles O. Rossotti | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Provide Right to Call Special Meeting | Management | For | Voted - For |
Provide Right to Call a Special Meeting at a 10 | |||
Percent Ownership Threshold | Shareholder | Against | Voted - Against |
BOSTON SCIENTIFIC CORPORATION | |||
Security ID: 101137107 Ticker: BSX | |||
Meeting Date: 04-May-23 | |||
Elect Director Nelda J. Connors | Management | For | Voted - For |
Elect Director Charles J. Dockendorff | Management | For | Voted - For |
Elect Director Yoshiaki Fujimori | Management | For | Voted - For |
Elect Director Edward J. Ludwig | Management | For | Voted - For |
Elect Director Michael F. Mahoney | Management | For | Voted - For |
Elect Director David J. Roux | Management | For | Voted - For |
Elect Director John E. Sununu | Management | For | Voted - For |
Elect Director David S. Wichmann | Management | For | Voted - For |
Elect Director Ellen M. Zane | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
34
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
BRISTOL-MYERS SQUIBB COMPANY | |||
Security ID: 110122108 Ticker: BMY | |||
Meeting Date: 02-May-23 | |||
Elect Director Peter J. Arduini | Management | For | Voted - For |
Elect Director Deepak L. Bhatt | Management | For | Voted - For |
Elect Director Giovanni Caforio | Management | For | Voted - For |
Elect Director Julia A. Haller | Management | For | Voted - For |
Elect Director Manuel Hidalgo Medina | Management | For | Voted - For |
Elect Director Paula A. Price | Management | For | Voted - For |
Elect Director Derica W. Rice | Management | For | Voted - For |
Elect Director Theodore R. Samuels | Management | For | Voted - For |
Elect Director Gerald L. Storch | Management | For | Voted - For |
Elect Director Karen H. Vousden | Management | For | Voted - For |
Elect Director Phyllis R. Yale | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Commission a Civil Rights and Non-Discrimination | |||
Audit | Shareholder | Against | Voted - Against |
Amend Right to Call Special Meeting | Shareholder | Against | Voted - Against |
BROADCOM INC. | |||
Security ID: 11135F101 Ticker: AVGO | |||
Meeting Date: 03-Apr-23 | |||
Elect Director Diane M. Bryant | Management | For | Voted - For |
Elect Director Gayla J. Delly | Management | For | Voted - For |
Elect Director Raul J. Fernandez | Management | For | Voted - For |
Elect Director Eddy W. Hartenstein | Management | For | Voted - For |
Elect Director Check Kian Low | Management | For | Voted - For |
Elect Director Justine F. Page | Management | For | Voted - For |
Elect Director Henry Samueli | Management | For | Voted - For |
Elect Director Hock E. Tan | Management | For | Voted - For |
Elect Director Harry L. You | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
35
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
BROADRIDGE FINANCIAL SOLUTIONS, INC. | |||
Security ID: 11133T103 Ticker: BR | |||
Meeting Date: 10-Nov-22 | |||
Elect Director Leslie A. Brun | Management | For | Voted - For |
Elect Director Pamela L. Carter | Management | For | Voted - For |
Elect Director Richard J. Daly | Management | For | Voted - For |
Elect Director Robert N. Duelks | Management | For | Voted - For |
Elect Director Melvin L. Flowers | Management | For | Voted - For |
Elect Director Timothy C. Gokey | Management | For | Voted - For |
Elect Director Brett A. Keller | Management | For | Voted - For |
Elect Director Maura A. Markus | Management | For | Voted - For |
Elect Director Eileen K. Murray | Management | For | Voted - For |
Elect Director Annette L. Nazareth | Management | For | Voted - For |
Elect Director Thomas J. Perna | Management | For | Voted - For |
Elect Director Amit K. Zavery | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
BROWN & BROWN, INC. | |||
Security ID: 115236101 Ticker: BRO | |||
Meeting Date: 03-May-23 | |||
Elect Director J. Hyatt Brown | Management | For | Voted - For |
Elect Director J. Powell Brown | Management | For | Voted - For |
Elect Director Lawrence L. Gellerstedt, III | Management | For | Voted - For |
Elect Director James C. Hays | Management | For | Voted - For |
Elect Director Theodore J. Hoepner | Management | For | Voted - For |
Elect Director James S. Hunt | Management | For | Voted - For |
Elect Director Toni Jennings | Management | For | Voted - For |
Elect Director Timothy R.M. Main | Management | For | Voted - For |
Elect Director Jaymin B. Patel | Management | For | Voted - For |
Elect Director H. Palmer Proctor, Jr. | Management | For | Voted - For |
Elect Director Wendell S. Reilly | Management | For | Voted - For |
Elect Director Chilton D. Varner | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
36
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
BROWN-FORMAN CORPORATION | |||
Security ID: 115637209 Ticker: BF.B | |||
Meeting Date: 28-Jul-22 | |||
Elect Director Campbell P. Brown | Management | For | Voted - Against |
Elect Director Stuart R. Brown | Management | For | Voted - Against |
Elect Director John D. Cook | Management | For | Voted - Against |
Elect Director Marshall B. Farrer | Management | For | Voted - Against |
Elect Director Augusta Brown Holland | Management | For | Voted - Against |
Elect Director Michael J. Roney | Management | For | Voted - Against |
Elect Director Jan E. Singer | Management | For | Voted - For |
Elect Director Tracy L. Skeans | Management | For | Voted - Against |
Elect Director Michael A. Todman | Management | For | Voted - For |
Elect Director Lawson E. Whiting | Management | For | Voted - Against |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
BUILDERS FIRSTSOURCE, INC. | |||
Security ID: 12008R107 Ticker: BLDR | |||
Meeting Date: 14-Jun-23 | |||
Elect Director Paul S. Levy | Management | For | Voted - For |
Elect Director Cory J. Boydston | Management | For | Voted - For |
Elect Director James O'Leary | Management | For | Voted - For |
Elect Director Craig A. Steinke | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Adopt Short, Medium, and Long-Term GHG Emissions | |||
Reduction Targets | Shareholder | Against | Voted - Against |
BUNGE LIMITED | |||
Security ID: G16962105 Ticker: BG | |||
Meeting Date: 11-May-23 | |||
Elect Director Eliane Aleixo Lustosa de Andrade | Management | For | Voted - For |
Elect Director Sheila Bair | Management | For | Voted - For |
Elect Director Carol Browner | Management | For | Voted - For |
Elect Director Gregory Heckman | Management | For | Voted - For |
Elect Director Bernardo Hees | Management | For | Voted - For |
Elect Director Michael Kobori | Management | For | Voted - For |
Elect Director Monica McGurk | Management | For | Voted - For |
Elect Director Kenneth Simril | Management | For | Voted - For |
Elect Director Henry "Jay" Winship | Management | For | Voted - For |
37
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Mark Zenuk | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Deloitte & Touche LLP as Auditors and | |||
Authorize Board to Fix Their Remuneration | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
BURLINGTON STORES, INC. | |||
Security ID: 122017106 Ticker: BURL | |||
Meeting Date: 17-May-23 | |||
Elect Director Ted English | Management | For | Voted - For |
Elect Director Jordan Hitch | Management | For | Voted - For |
Elect Director Mary Ann Tocio | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
C.H. ROBINSON WORLDWIDE, INC. | |||
Security ID: 12541W209 Ticker: CHRW | |||
Meeting Date: 04-May-23 | |||
Elect Director Scott P. Anderson | Management | For | Voted - For |
Elect Director James J. Barber, Jr. | Management | For | Voted - For |
Elect Director Kermit R. Crawford | Management | For | Voted - For |
Elect Director Timothy C. Gokey | Management | For | Voted - For |
Elect Director Mark A. Goodburn | Management | For | Voted - For |
Elect Director Mary J. Steele Guilfoile | Management | For | Voted - For |
Elect Director Jodee A. Kozlak | Management | For | Voted - For |
Elect Director Henry J. Maier | Management | For | Voted - For |
Elect Director James B. Stake | Management | For | Voted - For |
Elect Director Paula C. Tolliver | Management | For | Voted - For |
Elect Director Henry W. 'Jay' Winship | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
CADENCE DESIGN SYSTEMS, INC. | |||
Security ID: 127387108 Ticker: CDNS | |||
Meeting Date: 04-May-23 | |||
Elect Director Mark W. Adams | Management | For | Voted - For |
38
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ita Brennan | Management | For | Voted - For |
Elect Director Lewis Chew | Management | For | Voted - For |
Elect Director Anirudh Devgan | Management | For | Voted - For |
Elect Director ML Krakauer | Management | For | Voted - Against |
Elect Director Julia Liuson | Management | For | Voted - For |
Elect Director James D. Plummer | Management | For | Voted - For |
Elect Director Alberto Sangiovanni-Vincentelli | Management | For | Voted - For |
Elect Director John B. Shoven | Management | For | Voted - For |
Elect Director Young K. Sohn | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Remove One-Year Holding Period Requirement to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
CAESARS ENTERTAINMENT, INC. | |||
Security ID: 12769G100 Ticker: CZR | |||
Meeting Date: 13-Jun-23 | |||
Elect Director Gary L. Carano | Management | For | Voted - For |
Elect Director Bonnie S. Biumi | Management | For | Voted - For |
Elect Director Jan Jones Blackhurst | Management | For | Voted - For |
Elect Director Frank J. Fahrenkopf | Management | For | Voted - For |
Elect Director Don R. Kornstein | Management | For | Voted - For |
Elect Director Courtney R. Mather | Management | For | Voted - For |
Elect Director Michael E. Pegram | Management | For | Voted - For |
Elect Director Thomas R. Reeg | Management | For | Voted - For |
Elect Director David P. Tomick | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Amend Certificate of Incorporation to Limit the | |||
Liability of Certain Officers | Management | For | Voted - For |
Report on Political Contributions and Expenditures | Shareholder | Against | Voted - Against |
Disclose Board Skills and Diversity Matrix | Shareholder | Against | Voted - Against |
CAMPBELL SOUP COMPANY | |||
Security ID: 134429109 Ticker: CPB | |||
Meeting Date: 30-Nov-22 | |||
Elect Director Fabiola R. Arredondo | Management | For | Voted - For |
Elect Director Howard M. Averill | Management | For | Voted - For |
Elect Director John P. (JP) Bilbrey | Management | For | Voted - For |
Elect Director Mark A. Clouse | Management | For | Voted - For |
Elect Director Bennett Dorrance, Jr. | Management | For | Voted - For |
39
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Maria Teresa (Tessa) Hilado | Management | For | Voted - For |
Elect Director Grant H. Hill | Management | For | Voted - For |
Elect Director Sarah Hofstetter | Management | For | Voted - For |
Elect Director Marc B. Lautenbach | Management | For | Voted - For |
Elect Director Mary Alice Dorrance Malone | Management | For | Voted - For |
Elect Director Keith R. McLoughlin | Management | For | Voted - For |
Elect Director Kurt T. Schmidt | Management | For | Voted - For |
Elect Director Archbold D. van Beuren | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Report on Supply Chain Practices | Shareholder | Against | Voted - Against |
Assess and Report on the Company's Retirement | |||
Funds' Management of Systemic Climate Risk | Shareholder | Against | Voted - Against |
CAPITAL ONE FINANCIAL CORPORATION | |||
Security ID: 14040H105 Ticker: COF | |||
Meeting Date: 04-May-23 | |||
Elect Director Richard D. Fairbank | Management | For | Voted - For |
Elect Director Ime Archibong | Management | For | Voted - For |
Elect Director Christine Detrick | Management | For | Voted - For |
Elect Director Ann Fritz Hackett | Management | For | Voted - For |
Elect Director Peter Thomas Killalea | Management | For | Voted - For |
Elect Director Cornelis "Eli" Leenaars | Management | For | Voted - For |
Elect Director Francois Locoh-Donou | Management | For | Voted - For |
Elect Director Peter E. Raskind | Management | For | Voted - For |
Elect Director Eileen Serra | Management | For | Voted - For |
Elect Director Mayo A. Shattuck, III | Management | For | Voted - For |
Elect Director Bradford H. Warner | Management | For | Voted - For |
Elect Director Craig Anthony Williams | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Report on Board Oversight of Risks Related to | |||
Discrimination | Shareholder | Against | Voted - Against |
Disclose Board Skills and Diversity Matrix | Shareholder | Against | Voted - Against |
40
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CARDINAL HEALTH, INC. | |||
Security ID: 14149Y108 Ticker: CAH | |||
Meeting Date: 09-Nov-22 | |||
Elect Director Steven K. Barg | Management | For | Voted - For |
Elect Director Michelle M. Brennan | Management | For | Voted - For |
Elect Director Sujatha Chandrasekaran | Management | For | Voted - For |
Elect Director Carrie S. Cox | Management | For | Voted - For |
Elect Director Bruce L. Downey | Management | For | Voted - For |
Elect Director Sheri H. Edison | Management | For | Voted - For |
Elect Director David C. Evans | Management | For | Voted - For |
Elect Director Patricia A. Hemingway Hall | Management | For | Voted - For |
Elect Director Jason M. Hollar | Management | For | Voted - For |
Elect Director Akhil Johri | Management | For | Voted - For |
Elect Director Gregory B. Kenny | Management | For | Voted - For |
Elect Director Nancy Killefer | Management | For | Voted - For |
Elect Director Christine A. Mundkur | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
CARLISLE COMPANIES INCORPORATED | |||
Security ID: 142339100 Ticker: CSL | |||
Meeting Date: 03-May-23 | |||
Elect Director Robert G. Bohn | Management | For | Voted - For |
Elect Director Gregg A. Ostrander | Management | For | Voted - For |
Elect Director Jesse G. Singh | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
CARMAX, INC. | |||
Security ID: 143130102 Ticker: KMX | |||
Meeting Date: 27-Jun-23 | |||
Elect Director Peter J. Bensen | Management | For | Voted - For |
Elect Director Ronald E. Blaylock | Management | For | Voted - For |
Elect Director Sona Chawla | Management | For | Voted - For |
Elect Director Thomas J. Folliard | Management | For | Voted - For |
Elect Director Shira Goodman | Management | For | Voted - For |
Elect Director David W. McCreight | Management | For | Voted - For |
Elect Director William D. Nash | Management | For | Voted - For |
Elect Director Mark F. O'Neil | Management | For | Voted - For |
41
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Pietro Satriano | Management | For | Voted - For |
Elect Director Marcella Shinder | Management | For | Voted - For |
Elect Director Mitchell D. Steenrod | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
CARNIVAL CORPORATION | |||
Security ID: 143658300 Ticker: CCL | |||
Meeting Date: 21-Apr-23 | |||
Re-elect Micky Arison as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management�� | For | Do Not Vote |
Re-elect Jonathon Band as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Re-elect Jason Glen Cahilly as a Director of | |||
Carnival Corporation and as a Director of Carnival | |||
plc Management | For | Do Not Vote | |
Re-elect Helen Deeble as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Re-elect Jeffrey J. Gearhart as a Director of | |||
Carnival Corporation and as a Director of Carnival | |||
plc Management | For | Do Not Vote | |
Re-elect Katie Lahey as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Elect Sara Mathew as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Re-elect Stuart Subotnick as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Re-elect Laura Weil as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Elect Josh Weinstein as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Re-elect Randall Weisenburger as a Director of | |||
Carnival Corporation and as a Director of Carnival | |||
plc Management | For | Do Not Vote | |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Do Not Vote |
Advisory Vote on Say on Pay Frequency | Management | For | Do Not Vote |
Approve Directors' Remuneration Report (in | |||
Accordance with Legal Requirements Applicable to UK | |||
Companies) | Management | For | Do Not Vote |
Approve Remuneration Policy | Management | For | Do Not Vote |
Reappoint PricewaterhouseCoopers LLP as Independent | |||
Auditors of Carnival plc; Ratify the Selection of | |||
the U.S. Firm of PricewaterhouseCoopers LLP as the | |||
Independent Registered Public Accounting Firm of | |||
Carnival Corporation | Management | For | Do Not Vote |
42
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Authorize Board to Fix Remuneration of Auditors | Management | For | Do Not Vote |
Receive the Accounts and Reports of the Directors | |||
and Auditors of Carnival plc for the Year Ended | |||
November 30, 2022 (in Accordance with Legal | |||
Requirements Applicable to UK Companies) | Management | For | Do Not Vote |
Approve Issuance of Equity | Management | For | Do Not Vote |
Approve Issuance of Equity or Equity-Linked | |||
Securities without Preemptive Rights | Management | For | Do Not Vote |
Authorize Share Repurchase Program | Management | For | Do Not Vote |
Amend Omnibus Stock Plan | Management | For | Do Not Vote |
CARRIER GLOBAL CORPORATION | |||
Security ID: 14448C104 Ticker: CARR | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Jean-Pierre Garnier | Management | For | Voted - For |
Elect Director David L. Gitlin | Management | For | Voted - For |
Elect Director John J. Greisch | Management | For | Voted - For |
Elect Director Charles M. Holley, Jr. | Management | For | Voted - For |
Elect Director Michael M. McNamara | Management | For | Voted - For |
Elect Director Susan N. Story | Management | For | Voted - For |
Elect Director Michael A. Todman | Management | For | Voted - For |
Elect Director Virginia M. Wilson | Management | For | Voted - For |
Elect Director Beth A. Wozniak | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chairman | Shareholder | Against | Voted - Against |
CATALENT, INC. | |||
Security ID: 148806102 Ticker: CTLT | |||
Meeting Date: 27-Oct-22 | |||
Elect Director Madhavan "Madhu" Balachandran | Management | For | Voted - For |
Elect Director Michael J. Barber | Management | For | Voted - For |
Elect Director J. Martin Carroll | Management | For | Voted - For |
Elect Director John Chiminski | Management | For | Voted - For |
Elect Director Rolf Classon | Management | For | Voted - For |
Elect Director Rosemary A. Crane | Management | For | Voted - For |
Elect Director Karen Flynn | Management | For | Voted - For |
Elect Director John J. Greisch | Management | For | Voted - For |
Elect Director Christa Kreuzburg | Management | For | Voted - For |
Elect Director Gregory T. Lucier | Management | For | Voted - For |
Elect Director Donald E. Morel, Jr. | Management | For | Voted - For |
Elect Director Alessandro Maselli | Management | For | Voted - For |
Elect Director Jack Stahl | Management | For | Voted - For |
Elect Director Peter Zippelius | Management | For | Voted - For |
43
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
CATERPILLAR INC. | |||
Security ID: 149123101 Ticker: CAT | |||
Meeting Date: 14-Jun-23 | |||
Elect Director Kelly A. Ayotte | Management | For | Voted - For |
Elect Director David L. Calhoun | Management | For | Voted - For |
Elect Director Daniel M. Dickinson | Management | For | Voted - For |
Elect Director James C. Fish, Jr. | Management | For | Voted - For |
Elect Director Gerald Johnson | Management | For | Voted - For |
Elect Director David W. MacLennan | Management | For | Voted - For |
Elect Director Judith F. Marks | Management | For | Voted - For |
Elect Director Debra L. Reed-Klages | Management | For | Voted - For |
Elect Director Susan C. Schwab | Management | For | Voted - For |
Elect Director D. James Umpleby, III | Management | For | Voted - For |
Elect Director Rayford Wilkins, Jr. | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Due Diligence Process of Doing Business | |||
in Conflict Affected Areas | Shareholder | Against | Voted - Against |
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Voted - Against |
CBOE GLOBAL MARKETS, INC. | |||
Security ID: 12503M108 Ticker: CBOE | |||
Meeting Date: 11-May-23 | |||
Elect Director Edward T. Tilly | Management | For | Voted - For |
Elect Director William M. Farrow, III | Management | For | Voted - For |
Elect Director Edward J. Fitzpatrick | Management | For | Voted - For |
Elect Director Ivan K. Fong | Management | For | Voted - For |
Elect Director Janet P. Froetscher | Management | For | Voted - For |
Elect Director Jill R. Goodman | Management | For | Voted - For |
Elect Director Alexander J. Matturri, Jr. | Management | For | Voted - For |
Elect Director Jennifer J. McPeek | Management | For | Voted - For |
Elect Director Roderick A. Palmore | Management | For | Voted - For |
Elect Director James E. Parisi | Management | For | Voted - For |
Elect Director Joseph P. Ratterman | Management | For | Voted - For |
Elect Director Fredric J. Tomczyk | Management | For | Voted - For |
44
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
CBRE GROUP, INC. | |||
Security ID: 12504L109 Ticker: CBRE | |||
Meeting Date: 17-May-23 | |||
Elect Director Brandon B. Boze | Management | For | Voted - For |
Elect Director Beth F. Cobert | Management | For | Voted - For |
Elect Director Reginald H. Gilyard | Management | For | Voted - For |
Elect Director Shira D. Goodman | Management | For | Voted - For |
Elect Director E.M. Blake Hutcheson | Management | For | Voted - For |
Elect Director Christopher T. Jenny | Management | For | Voted - For |
Elect Director Gerardo I. Lopez | Management | For | Voted - For |
Elect Director Susan Meaney | Management | For | Voted - For |
Elect Director Oscar Munoz | Management | For | Voted - For |
Elect Director Robert E. Sulentic | Management | For | Voted - For |
Elect Director Sanjiv Yajnik | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
CDW CORPORATION | |||
Security ID: 12514G108 Ticker: CDW | |||
Meeting Date: 18-May-23 | |||
Elect Director Virginia C. Addicott | Management | For | Voted - For |
Elect Director James A. Bell | Management | For | Voted - For |
Elect Director Lynda M. Clarizio | Management | For | Voted - For |
Elect Director Anthony R. Foxx | Management | For | Voted - For |
Elect Director Marc E. Jones | Management | For | Voted - For |
Elect Director Christine A. Leahy | Management | For | Voted - For |
Elect Director Sanjay Mehrotra | Management | For | Voted - For |
Elect Director David W. Nelms | Management | For | Voted - For |
Elect Director Joseph R. Swedish | Management | For | Voted - For |
Elect Director Donna F. Zarcone | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Provide Right to Call Special Meeting | Management | For | Voted - For |
45
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Amend Certificate of Incorporation to Reflect New | |||
Delaware Law Provisions Regarding Officer | |||
Exculpation | Management | For | Voted - For |
CELANESE CORPORATION | |||
Security ID: 150870103 Ticker: CE | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Jean S. Blackwell | Management | For | Voted - For |
Elect Director William M. Brown | Management | For | Voted - For |
Elect Director Edward G. Galante | Management | For | Voted - For |
Elect Director Kathryn M. Hill | Management | For | Voted - For |
Elect Director David F. Hoffmeister | Management | For | Voted - For |
Elect Director Jay V. Ihlenfeld | Management | For | Voted - For |
Elect Director Deborah J. Kissire | Management | For | Voted - For |
Elect Director Michael Koenig | Management | For | Voted - For |
Elect Director Kim K.W. Rucker | Management | For | Voted - For |
Elect Director Lori J. Ryerkerk | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
CENTENE CORPORATION | |||
Security ID: 15135B101 Ticker: CNC | |||
Meeting Date: 27-Sep-22 | |||
Declassify the Board of Directors | Management | For | Voted - For |
Provide Right to Call Special Meeting | Management | For | Voted - For |
Provide Right to Act by Written Consent | Management | For | Voted - For |
Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 10-May-23 | |||
Elect Director Jessica L. Blume | Management | For | Voted - For |
Elect Director Kenneth A. Burdick | Management | For | Voted - For |
Elect Director Christopher J. Coughlin | Management | For | Voted - For |
Elect Director H. James Dallas | Management | For | Voted - For |
Elect Director Wayne S. DeVeydt | Management | For | Voted - For |
Elect Director Frederick H. Eppinger | Management | For | Voted - For |
Elect Director Monte E. Ford | Management | For | Voted - For |
Elect Director Sarah M. London | Management | For | Voted - For |
Elect Director Lori J. Robinson | Management | For | Voted - Against |
Elect Director Theodore R. Samuels | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
46
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
Report on Maternal Morbidity Reduction Metrics in | |||
Executive Compensation | Shareholder | Against | Voted - Against |
CENTERPOINT ENERGY, INC. | |||
Security ID: 15189T107 Ticker: CNP | |||
Meeting Date: 21-Apr-23 | |||
Elect Director Wendy Montoya Cloonan | Management | For | Voted - Against |
Elect Director Earl M. Cummings | Management | For | Voted - Against |
Elect Director Christopher H. Franklin | Management | For | Voted - For |
Elect Director David J. Lesar | Management | For | Voted - For |
Elect Director Raquelle W. Lewis | Management | For | Voted - Against |
Elect Director Martin H. Nesbitt | Management | For | Voted - For |
Elect Director Theodore F. Pound | Management | For | Voted - Against |
Elect Director Phillip R. Smith | Management | For | Voted - For |
Elect Director Barry T. Smitherman | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Disclose Scope 3 Emissions and Setting Scope 3 | |||
Emission Targets | Shareholder | Against | Voted - Against |
CF INDUSTRIES HOLDINGS, INC. | |||
Security ID: 125269100 Ticker: CF | |||
Meeting Date: 03-May-23 | |||
Elect Director Javed Ahmed | Management | For | Voted - For |
Elect Director Robert C. Arzbaecher | Management | For | Voted - For |
Elect Director Deborah L. DeHaas | Management | For | Voted - For |
Elect Director John W. Eaves | Management | For | Voted - For |
Elect Director Stephen J. Hagge | Management | For | Voted - Against |
Elect Director Jesus Madrazo Yris | Management | For | Voted - For |
Elect Director Anne P. Noonan | Management | For | Voted - For |
Elect Director Michael J. Toelle | Management | For | Voted - For |
Elect Director Theresa E. Wagler | Management | For | Voted - For |
Elect Director Celso L. White | Management | For | Voted - For |
Elect Director W. Anthony Will | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Limit the | |||
Liability of Certain Officers | Management | For | Voted - For |
47
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | |||
Security ID: 159864107 Ticker: CRL | |||
Meeting Date: 09-May-23 | |||
Elect Director James C. Foster | Management | For | Voted - For |
Elect Director Nancy C. Andrews | Management | For | Voted - For |
Elect Director Robert Bertolini | Management | For | Voted - For |
Elect Director Deborah T. Kochevar | Management | For | Voted - Against |
Elect Director George Llado, Sr. | Management | For | Voted - Against |
Elect Director Martin W. Mackay | Management | For | Voted - For |
Elect Director George E. Massaro | Management | For | Voted - Against |
Elect Director C. Richard Reese | Management | For | Voted - Against |
Elect Director Craig B. Thompson�� | Management | For | Voted - For |
Elect Director Richard F. Wallman | Management | For | Voted - Against |
Elect Director Virginia M. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Non-human Primates Imported by the Company | Shareholder | Against | Voted - Against |
CHARTER COMMUNICATIONS, INC. | |||
Security ID: 16119P108 Ticker: CHTR | |||
Meeting Date: 25-Apr-23 | |||
Elect Director W. Lance Conn | Management | For | Voted - Against |
Elect Director Kim C. Goodman | Management | For | Voted - For |
Elect Director Craig A. Jacobson | Management | For | Voted - For |
Elect Director Gregory B. Maffei | Management | For | Voted - Against |
Elect Director John D. Markley, Jr. | Management | For | Voted - For |
Elect Director David C. Merritt | Management | For | Voted - For |
Elect Director James E. Meyer | Management | For | Voted - For |
Elect Director Steven A. Miron | Management | For | Voted - Against |
Elect Director Balan Nair | Management | For | Voted - For |
Elect Director Michael A. Newhouse | Management | For | Voted - For |
Elect Director Mauricio Ramos | Management | For | Voted - Against |
Elect Director Thomas M. Rutledge | Management | For | Voted - For |
Elect Director Eric L. Zinterhofer | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
48
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CHENIERE ENERGY, INC. | |||
Security ID: 16411R208 Ticker: LNG | |||
Meeting Date: 11-May-23 | |||
Elect Director G. Andrea Botta | Management | For | Voted - For |
Elect Director Jack A. Fusco | Management | For | Voted - For |
Elect Director Patricia K. Collawn | Management | For | Voted - For |
Elect Director Brian E. Edwards | Management | For | Voted - For |
Elect Director Denise Gray | Management | For | Voted - For |
Elect Director Lorraine Mitchelmore | Management | For | Voted - For |
Elect Director Donald F. Robillard, Jr. | Management | For | Voted - For |
Elect Director Matthew Runkle | Management | For | Voted - For |
Elect Director Neal A. Shear | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Report on Stranded Carbon Asset Risk | Shareholder | Against | Voted - Against |
CHESAPEAKE ENERGY CORPORATION | |||
Security ID: 165167735 Ticker: CHK | |||
Meeting Date: 08-Jun-23 | |||
Elect Director Domenic J. ("Nick") Dell'Osso, Jr. | Management | For | Voted - For |
Elect Director Timothy S. Duncan | Management | For | Voted - For |
Elect Director Benjamin C. Duster, IV | Management | For | Voted - For |
Elect Director Sarah A. Emerson | Management | For | Voted - For |
Elect Director Matthew M. Gallagher | Management | For | Voted - For |
Elect Director Brian Steck | Management | For | Voted - For |
Elect Director Michael A. Wichterich | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
CHEVRON CORPORATION | |||
Security ID: 166764100 Ticker: CVX | |||
Meeting Date: 31-May-23 | |||
Elect Director Wanda M. Austin | Management | For | Voted - For |
Elect Director John B. Frank | Management | For | Voted - For |
Elect Director Alice P. Gast | Management | For | Voted - For |
Elect Director Enrique Hernandez, Jr. | Management | For | Voted - For |
Elect Director Marillyn A. Hewson | Management | For | Voted - For |
Elect Director Jon M. Huntsman, Jr. | Management | For | Voted - For |
49
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Charles W. Moorman | Management | For | Voted - For |
Elect Director Dambisa F. Moyo | Management | For | Voted - For |
Elect Director Debra Reed-Klages | Management | For | Voted - For |
Elect Director D. James Umpleby, III | Management | For | Voted - For |
Elect Director Cynthia J. Warner | Management | For | Voted - For |
Elect Director Michael K. (Mike) Wirth | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Voted - Against |
Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Voted - Against |
Recalculate GHG Emissions Baseline to Exclude | |||
Emissions from Material Divestitures | Shareholder | Against | Voted - Against |
Establish Board Committee on Decarbonization Risk | Shareholder | Against | Voted - Against |
Report on Social Impact From Plant Closure or | |||
Energy Transition | Shareholder | Against | Voted - Against |
Oversee and Report a Racial Equity Audit | Shareholder | Against | Voted - Against |
Publish a Tax Transparency Report | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
CHIPOTLE MEXICAN GRILL, INC. | |||
Security ID: 169656105 Ticker: CMG | |||
Meeting Date: 25-May-23 | |||
Elect Director Albert S. Baldocchi | Management | For | Voted - For |
Elect Director Matthew A. Carey | Management | For | Voted - For |
Elect Director Gregg L. Engles | Management | For | Voted - For |
Elect Director Patricia Fili-Krushel | Management | For | Voted - For |
Elect Director Mauricio Gutierrez | Management | For | Voted - For |
Elect Director Robin Hickenlooper | Management | For | Voted - For |
Elect Director Scott Maw | Management | For | Voted - For |
Elect Director Brian Niccol | Management | For | Voted - For |
Elect Director Mary Winston | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Adopt Policy to Not Interfere with Freedom of | |||
Association Rights | Shareholder | Against | Voted - Against |
50
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CHUBB LIMITED | |||
Security ID: H1467J104 Ticker: CB | |||
Meeting Date: 17-May-23 | |||
Accept Financial Statements and Statutory Reports | Management | For | Voted - For |
Allocate Disposable Profit | Management | For | Voted - For |
Approve Dividend Distribution From Legal Reserves | |||
Through Capital Contributions Reserve Subaccount | Management | For | Voted - For |
Approve Discharge of Board of Directors | Management | For | Voted - For |
Ratify PricewaterhouseCoopers AG (Zurich) as | |||
Statutory Auditor | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP (United States) | |||
as Independent Registered Accounting Firm | Management | For | Voted - For |
Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | Voted - For |
Elect Director Evan G. Greenberg | Management | For | Voted - For |
Elect Director Michael P. Connors | Management | For | Voted - For |
Elect Director Michael G. Atieh | Management | For | Voted - For |
Elect Director Kathy Bonanno | Management | For | Voted - For |
Elect Director Nancy K. Buese | Management | For | Voted - For |
Elect Director Sheila P. Burke | Management | For | Voted - For |
Elect Director Michael L. Corbat | Management | For | Voted - For |
Elect Director Robert J. Hugin | Management | For | Voted - For |
Elect Director Robert W. Scully | Management | For | Voted - For |
Elect Director Theodore E. Shasta | Management | For | Voted - For |
Elect Director David H. Sidwell | Management | For | Voted - For |
Elect Director Olivier Steimer | Management | For | Voted - For |
Elect Director Frances F. Townsend | Management | For | Voted - For |
Elect Evan G. Greenberg as Board Chairman | Management | For | Voted - Against |
Elect Michael P. Connors as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Elect David H. Sidwell as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Elect Frances F. Townsend as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Designate Homburger AG as Independent Proxy | Management | For | Voted - For |
Amend Articles Relating to Swiss Corporate Law | |||
Updates | Management | For | Voted - For |
Amend Articles to Advance Notice Period | Management | For | Voted - For |
Cancel Repurchased Shares | Management | For | Voted - For |
Reduction of Par Value | Management | For | Voted - For |
Approve Remuneration of Directors in the Amount of | |||
USD 5.5 Million | Management | For | Voted - For |
Approve Remuneration of Executive Management in the | |||
Amount of USD 65 Million for Fiscal 2024 | Management | For | Voted - For |
Approve Remuneration Report | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
51
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on GHG Emissions Reduction Targets Aligned | |||
with the Paris Agreement Goal | Shareholder | Against | Voted - Against |
Report on Human Rights Risk Assessment | Shareholder | Against | Voted - Against |
CHURCH & DWIGHT CO., INC. | |||
Security ID: 171340102 Ticker: CHD | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Bradlen S. Cashaw | Management | For | Voted - For |
Elect Director Matthew T. Farrell | Management | For | Voted - For |
Elect Director Bradley C. Irwin | Management | For | Voted - For |
Elect Director Penry W. Price | Management | For | Voted - For |
Elect Director Susan G. Saideman | Management | For | Voted - For |
Elect Director Ravichandra K. Saligram | Management | For | Voted - For |
Elect Director Robert K. Shearer | Management | For | Voted - For |
Elect Director Janet S. Vergis | Management | For | Voted - For |
Elect Director Arthur B. Winkleblack | Management | For | Voted - For |
Elect Director Laurie J. Yoler | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Approve Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
CINCINNATI FINANCIAL CORPORATION | |||
Security ID: 172062101 Ticker: CINF | |||
Meeting Date: 06-May-23 | |||
Elect Director Thomas J. Aaron | Management | For | Voted - For |
Elect Director Nancy C. Benacci | Management | For | Voted - For |
Elect Director Linda W. Clement-Holmes | Management | For | Voted - For |
Elect Director Dirk J. Debbink | Management | For | Voted - For |
Elect Director Steven J. Johnston | Management | For | Voted - For |
Elect Director Jill P. Meyer | Management | For | Voted - For |
Elect Director David P. Osborn | Management | For | Voted - For |
Elect Director Gretchen W. Schar | Management | For | Voted - For |
Elect Director Charles O. Schiff | Management | For | Voted - For |
Elect Director Douglas S. Skidmore | Management | For | Voted - For |
Elect Director John F. Steele, Jr. | Management | For | Voted - For |
Elect Director Larry R. Webb | Management | For | Voted - For |
Amend Code of Regulations | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
52
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CINTAS CORPORATION | |||
Security ID: 172908105 Ticker: CTAS | |||
Meeting Date: 25-Oct-22 | |||
Elect Director Gerald S. Adolph | Management | For | Voted - For |
Elect Director John F. Barrett | Management | For | Voted - For |
Elect Director Melanie W. Barstad | Management | For | Voted - For |
Elect Director Karen L. Carnahan | Management | For | Voted - For |
Elect Director Robert E. Coletti | Management | For | Voted - For |
Elect Director Scott D. Farmer | Management | For | Voted - For |
Elect Director Joseph Scaminace | Management | For | Voted - For |
Elect Director Todd M. Schneider | Management | For | Voted - For |
Elect Director Ronald W. Tysoe | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement for | |||
Business Combinations with Interested Persons | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement to Remove | |||
Directors for Cause | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement for | |||
Shareholder Approval of Mergers, Share Exchanges, | |||
Asset Sales and Dissolutions | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Report on Political Contributions | Shareholder | Against | Voted - Against |
CISCO SYSTEMS, INC. | |||
Security ID: 17275R102 Ticker: CSCO | |||
Meeting Date: 08-Dec-22 | |||
Elect Director M. Michele Burns | Management | For | Voted - For |
Elect Director Wesley G. Bush | Management | For | Voted - For |
Elect Director Michael D. Capellas | Management | For | Voted - For |
Elect Director Mark Garrett | Management | For | Voted - For |
Elect Director John D. Harris, II | Management | For | Voted - For |
Elect Director Kristina M. Johnson | Management | For | Voted - For |
Elect Director Roderick C. McGeary | Management | For | Voted - For |
Elect Director Sarah Rae Murphy | Management | For | Voted - For |
Elect Director Charles H. Robbins | Management | For | Voted - For |
Elect Director Brenton L. Saunders | Management | For | Voted - For |
Elect Director Lisa T. Su | Management | For | Voted - For |
Elect Director Marianna Tessel | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
53
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on Tax Transparency Set Forth in the Global | |||
Reporting Initiative's Tax Standard | Shareholder | Against | Voted - Against |
CITIGROUP INC. | |||
Security ID: 172967424 Ticker: C | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Ellen M. Costello | Management | For | Voted - For |
Elect Director Grace E. Dailey | Management | For | Voted - For |
Elect Director Barbara J. Desoer | Management | For | Voted - For |
Elect Director John C. Dugan | Management | For | Voted - For |
Elect Director Jane N. Fraser | Management | For | Voted - For |
Elect Director Duncan P. Hennes | Management | For | Voted - For |
Elect Director Peter B. Henry | Management | For | Voted - For |
Elect Director S. Leslie Ireland | Management | For | Voted - For |
Elect Director Renee J. James | Management | For | Voted - For |
Elect Director Gary M. Reiner | Management | For | Voted - For |
Elect Director Diana L. Taylor | Management | For | Voted - For |
Elect Director James S. Turley | Management | For | Voted - For |
Elect Director Casper W. von Koskull | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Respecting Indigenous Peoples' Rights | Shareholder | Against | Voted - Against |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
CITIZENS FINANCIAL GROUP INC. | |||
Security ID: 174610105 Ticker: CFG | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Bruce Van Saun | Management | For | Voted - For |
Elect Director Lee Alexander | Management | For | Voted - For |
Elect Director Christine M. Cumming | Management | For | Voted - For |
Elect Director Kevin Cummings | Management | For | Voted - For |
Elect Director William P. Hankowsky | Management | For | Voted - For |
Elect Director Edward J. Kelly, III | Management | For | Voted - For |
Elect Director Robert G. Leary | Management | For | Voted - For |
Elect Director Terrance J. Lillis | Management | For | Voted - For |
Elect Director Michele N. Siekerka | Management | For | Voted - For |
Elect Director Shivan Subramaniam | Management | For | Voted - For |
Elect Director Christopher J. Swift | Management | For | Voted - For |
54
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Wendy A. Watson | Management | For | Voted - For |
Elect Director Marita Zuraitis | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
CLOUDFLARE, INC. | |||
Security ID: 18915M107 Ticker: NET | |||
Meeting Date: 01-Jun-23 | |||
Elect Director Scott Sandell | Management | For | Voted - Withheld |
Elect Director Michelle Zatlyn | Management | For | Voted - Withheld |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
CME GROUP INC. | |||
Security ID: 12572Q105 Ticker: CME | |||
Meeting Date: 04-May-23 | |||
Elect Director Terrence A. Duffy | Management | For | Voted - For |
Elect Director Kathryn Benesh | Management | For | Voted - For |
Elect Director Timothy S. Bitsberger | Management | For | Voted - Against |
Elect Director Charles P. Carey | Management | For | Voted - Against |
Elect Director Bryan T. Durkin | Management | For | Voted - For |
Elect Director Harold Ford, Jr. | Management | For | Voted - For |
Elect Director Martin J. Gepsman | Management | For | Voted - For |
Elect Director Larry G. Gerdes | Management | For | Voted - For |
Elect Director Daniel R. Glickman | Management | For | Voted - Against |
Elect Director Daniel G. Kaye | Management | For | Voted - For |
Elect Director Phyllis M. Lockett | Management | For | Voted - Against |
Elect Director Deborah J. Lucas | Management | For | Voted - For |
Elect Director Terry L. Savage | Management | For | Voted - Against |
Elect Director Rahael Seifu | Management | For | Voted - Against |
Elect Director William R. Shepard | Management | For | Voted - For |
Elect Director Howard J. Siegel | Management | For | Voted - For |
Elect Director Dennis A. Suskind | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
55
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CMS ENERGY CORPORATION | |||
Security ID: 125896100 Ticker: CMS | |||
Meeting Date: 05-May-23 | |||
Elect Director Jon E. Barfield | Management | For | Voted - For |
Elect Director Deborah H. Butler | Management | For | Voted - For |
Elect Director Kurt L. Darrow | Management | For | Voted - For |
Elect Director William D. Harvey | Management | For | Voted - For |
Elect Director Garrick J. Rochow | Management | For | Voted - For |
Elect Director John G. Russell | Management | For | Voted - For |
Elect Director Suzanne F. Shank | Management | For | Voted - For |
Elect Director Myrna M. Soto | Management | For | Voted - For |
Elect Director John G. Sznewajs | Management | For | Voted - For |
Elect Director Ronald J. Tanski | Management | For | Voted - For |
Elect Director Laura H. Wright | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
CNA FINANCIAL CORPORATION | |||
Security ID: 126117100 Ticker: CNA | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Michael A. Bless | Management | For | Voted - For |
Elect Director Jose O. Montemayor | Management | For | Voted - For |
Elect Director Don M. Randel | Management | For | Voted - For |
Elect Director Andre Rice | Management | For | Voted - For |
Elect Director Dino E. Robusto | Management | For | Voted - Withheld |
Elect Director Kenneth I. Siegel | Management | For | Voted - Withheld |
Elect Director Andrew H. Tisch | Management | For | Voted - Withheld |
Elect Director Benjamin J. Tisch | Management | For | Voted - Withheld |
Elect Director James S. Tisch | Management | For | Voted - Withheld |
Elect Director Jane J. Wang | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION | |||
Security ID: 192446102 Ticker: CTSH | |||
Meeting Date: 06-Jun-23 | |||
Elect Director Zein Abdalla | Management | For | Voted - For |
Elect Director Vinita Bali | Management | For | Voted - For |
56
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Eric Branderiz | Management | For | Voted - For |
Elect Director Archana Deskus | Management | For | Voted - For |
Elect Director John M. Dineen | Management | For | Voted - For |
Elect Director Nella Domenici | Management | For | Voted - For |
Elect Director Ravi Kumar S | Management | For | Voted - For |
Elect Director Leo S. Mackay, Jr. | Management | For | Voted - For |
Elect Director Michael Patsalos-Fox | Management | For | Voted - For |
Elect Director Stephen J. Rohleder | Management | For | Voted - For |
Elect Director Abraham "Bram" Schot | Management | For | Voted - For |
Elect Director Joseph M. Velli | Management | For | Voted - For |
Elect Director Sandra S. Wijnberg | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Bylaws | Shareholder | Against | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
COLGATE-PALMOLIVE COMPANY | |||
Security ID: 194162103 Ticker: CL | |||
Meeting Date: 12-May-23 | |||
Elect Director John P. Bilbrey | Management | For | Voted - Against |
Elect Director John T. Cahill | Management | For | Voted - For |
Elect Director Steve Cahillane | Management | For | Voted - For |
Elect Director Lisa M. Edwards | Management | For | Voted - For |
Elect Director C. Martin Harris | Management | For | Voted - For |
Elect Director Martina Hund-Mejean | Management | For | Voted - For |
Elect Director Kimberly A. Nelson | Management | For | Voted - For |
Elect Director Lorrie M. Norrington | Management | For | Voted - For |
Elect Director Michael B. Polk | Management | For�� | Voted - For |
Elect Director Stephen I. Sadove | Management | For | Voted - For |
Elect Director Noel R. Wallace | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
57
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
COMCAST CORPORATION | |||
Security ID: 20030N101 Ticker: CMCSA | |||
Meeting Date: 07-Jun-23 | |||
Elect Director Kenneth J. Bacon | Management | For | Voted - Withheld |
Elect Director Thomas J. Baltimore, Jr. | Management | For | Voted - For |
Elect Director Madeline S. Bell | Management | For | Voted - Withheld |
Elect Director Edward D. Breen | Management | For | Voted - For |
Elect Director Gerald L. Hassell | Management | For | Voted - For |
Elect Director Jeffrey A. Honickman | Management | For | Voted - Withheld |
Elect Director Maritza G. Montiel | Management | For | Voted - For |
Elect Director Asuka Nakahara | Management | For | Voted - For |
Elect Director David C. Novak | Management | For | Voted - For |
Elect Director Brian L. Roberts | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Oversee and Report on a Racial Equity Audit | Shareholder | Against | Voted - Against |
Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Voted - Against |
Report on GHG Emissions Reduction Targets Aligned | |||
with the Paris Agreement Goal | Shareholder | Against | Voted - Against |
Report on Congruency of Political Spending with | |||
Company Values and Priorities | Shareholder | Against | Voted - Against |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
CONAGRA BRANDS, INC. | |||
Security ID: 205887102 Ticker: CAG | |||
Meeting Date: 21-Sep-22 | |||
Elect Director Anil Arora | Management | For | Voted - For |
Elect Director Thomas "Tony" K. Brown | Management | For | Voted - Against |
Elect Director Emanuel "Manny" Chirico | Management | For | Voted - For |
Elect Director Sean M. Connolly | Management | For | Voted - For |
Elect Director George Dowdie | Management | For | Voted - For |
Elect Director Fran Horowitz | Management | For | Voted - For |
Elect Director Richard H. Lenny | Management | For | Voted - For |
Elect Director Melissa Lora | Management | For | Voted - For |
Elect Director Ruth Ann Marshall | Management | For | Voted - For |
Elect Director Denise A. Paulonis | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Provide Right to Act by Written Consent | Management | For | Voted - For |
58
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
CONOCOPHILLIPS | |||
Security ID: 20825C104 Ticker: COP | |||
Meeting Date: 16-May-23 | |||
Elect Director Dennis V. Arriola | Management | For | Voted - For |
Elect Director Jody Freeman | Management | For | Voted - For |
Elect Director Gay Huey Evans | Management | For | Voted - For |
Elect Director Jeffrey A. Joerres | Management | For | Voted - For |
Elect Director Ryan M. Lance | Management | For | Voted - For |
Elect Director Timothy A. Leach | Management | For | Voted - For |
Elect Director William H. McRaven | Management | For | Voted - For |
Elect Director Sharmila Mulligan | Management | For | Voted - For |
Elect Director Eric D. Mullins | Management | For | Voted - For |
Elect Director Arjun N. Murti | Management | For | Voted - For |
Elect Director Robert A. Niblock | Management | For | Voted - For |
Elect Director David T. Seaton | Management | For | Voted - For |
Elect Director R.A. Walker | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Provide Right to Call Special Meeting | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
Report on Tax Transparency | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
CONSOLIDATED EDISON, INC. | |||
Security ID: 209115104 Ticker: ED | |||
Meeting Date: 15-May-23 | |||
Elect Director Timothy P. Cawley | Management | For | Voted - For |
Elect Director Ellen V. Futter | Management | For | Voted - For |
Elect Director John F. Killian | Management | For | Voted - For |
Elect Director Karol V. Mason | Management | For | Voted - For |
Elect Director Dwight A. McBride | Management | For | Voted - For |
Elect Director William J. Mulrow | Management | For | Voted - For |
Elect Director Armando J. Olivera | Management | For | Voted - For |
Elect Director Michael W. Ranger | Management | For | Voted - For |
Elect Director Linda S. Sanford | Management | For | Voted - For |
Elect Director Deirdre Stanley | Management | For | Voted - For |
Elect Director L. Frederick Sutherland | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
59
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
CONSTELLATION BRANDS, INC. | |||
Security ID: 21036P108 Ticker: STZ | |||
Meeting Date: 19-Jul-22 | |||
Elect Director Jennifer M. Daniels | Management | For | Voted - For |
Elect Director Jeremy S. G. Fowden | Management | For | Voted - For |
Elect Director Jose Manuel Madero Garza | Management | For | Voted - For |
Elect Director Daniel J. McCarthy | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 09-Nov-22 | |||
Amend Charter | Management | For | Voted - For |
Adjourn Meeting | Management | For | Voted - For |
CONSTELLATION ENERGY CORPORATION | |||
Security ID: 21037T109 Ticker: CEG | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Joseph Dominguez | Management | For | Voted - For |
Elect Director Julie Holzrichter | Management | For | Voted - For |
Elect Director Ashish Khandpur | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
COPART, INC. | |||
Security ID: 217204106 Ticker: CPRT | |||
Meeting Date: 31-Oct-22 | |||
Increase Authorized Common Stock | Management | For | Voted - For |
Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 02-Dec-22 | |||
Elect Director Willis J. Johnson | Management | For | Voted - For |
Elect Director A. Jayson Adair | Management | For | Voted - For |
Elect Director Matt Blunt | Management | For | Voted - For |
60
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Steven D. Cohan | Management | For | Voted - For |
Elect Director Daniel J. Englander | Management | For | Voted - For |
Elect Director James E. Meeks | Management | For | Voted - For |
Elect Director Thomas N. Tryforos | Management | For | Voted - For |
Elect Director Diane M. Morefield | Management | For | Voted - For |
Elect Director Stephen Fisher | Management | For | Voted - For |
Elect Director Cherylyn Harley LeBon | Management | For | Voted - For |
Elect Director Carl D. Sparks | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
CORNING INCORPORATED | |||
Security ID: 219350105 Ticker: GLW | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Donald W. Blair | Management | For | Voted - For |
Elect Director Leslie A. Brun | Management | For | Voted - For |
Elect Director Stephanie A. Burns | Management | For | Voted - For |
Elect Director Richard T. Clark | Management | For | Voted - For |
Elect Director Pamela J. Craig | Management | For | Voted - For |
Elect Director Robert F. Cummings, Jr. | Management | For | Voted - For |
Elect Director Roger W. Ferguson, Jr. | Management | For | Voted - For |
Elect Director Deborah A. Henretta | Management | For | Voted - For |
Elect Director Daniel P. Huttenlocher | Management | For | Voted - For |
Elect Director Kurt M. Landgraf | Management | For | Voted - For |
Elect Director Kevin J. Martin | Management | For | Voted - For |
Elect Director Deborah D. Rieman | Management | For | Voted - For |
Elect Director Hansel E. Tookes, II | Management | For | Voted - For |
Elect Director Wendell P. Weeks | Management | For | Voted - For |
Elect Director Mark S. Wrighton | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
CORTEVA, INC. | |||
Security ID: 22052L104 Ticker: CTVA | |||
Meeting Date: 21-Apr-23 | |||
Elect Director Lamberto Andreotti | Management | For | Voted - For |
Elect Director Klaus A. Engel | Management | For | Voted - For |
Elect Director David C. Everitt | Management | For | Voted - For |
Elect Director Janet P. Giesselman | Management | For | Voted - For |
Elect Director Karen H. Grimes | Management | For | Voted - For |
Elect Director Michael O. Johanns | Management | For | Voted - For |
61
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Rebecca B. Liebert | Management | For | Voted - For |
Elect Director Marcos M. Lutz | Management | For | Voted - For |
Elect Director Charles V. Magro | Management | For | Voted - For |
Elect Director Nayaki R. Nayyar | Management | For | Voted - For |
Elect Director Gregory R. Page | Management | For | Voted - For |
Elect Director Kerry J. Preete | Management | For | Voted - For |
Elect Director Patrick J. Ward | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
COSTAR GROUP, INC. | |||
Security ID: 22160N109 Ticker: CSGP | |||
Meeting Date: 08-Jun-23 | |||
Elect Director Michael R. Klein | Management | For | Voted - Against |
Elect Director Andrew C. Florance | Management | For | Voted - For |
Elect Director Michael J. Glosserman | Management | For | Voted - For |
Elect Director John W. Hill | Management | For | Voted - For |
Elect Director Laura Cox Kaplan | Management | For | Voted - For |
Elect Director Robert W. Musslewhite | Management | For | Voted - For |
Elect Director Christopher J. Nassetta | Management | For | Voted - For |
Elect Director Louise S. Sams | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Adopt GHG Emissions Reduction Targets Aligned with | |||
the Paris Agreement Goal | Shareholder | Against | Voted - Against |
COSTCO WHOLESALE CORPORATION | |||
Security ID: 22160K105 Ticker: COST | |||
Meeting Date: 19-Jan-23 | |||
Elect Director Susan L. Decker | Management | For | Voted - For |
Elect Director Kenneth D. Denman | Management | For | Voted - For |
Elect Director Richard A. Galanti | Management | For | Voted - For |
Elect Director Hamilton E. James | Management | For | Voted - For |
Elect Director W. Craig Jelinek | Management | For | Voted - For |
Elect Director Sally Jewell | Management | For | Voted - For |
Elect Director Charles T. Munger | Management | For | Voted - For |
Elect Director Jeffrey S. Raikes | Management | For | Voted - For |
Elect Director John W. Stanton | Management | For | Voted - For |
Elect Director Ron M. Vachris | Management | For | Voted - For |
Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
62
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Risk Due to Restrictions on Reproductive | |||
Rights | Shareholder | Against | Voted - Against |
COTERRA ENERGY INC. | |||
Security ID: 127097103 Ticker: CTRA | |||
Meeting Date: 04-May-23 | |||
Elect Director Thomas E. Jorden | Management | For | Voted - For |
Elect Director Robert S. Boswell | Management | For | Voted - For |
Elect Director Dorothy M. Ables | Management | For | Voted - For |
Elect Director Amanda M. Brock | Management | For | Voted - For |
Elect Director Dan O. Dinges | Management | For | Voted - For |
Elect Director Paul N. Eckley | Management | For | Voted - For |
Elect Director Hans Helmerich | Management | For | Voted - For |
Elect Director Lisa A. Stewart | Management | For | Voted - For |
Elect Director Frances M. Vallejo | Management | For | Voted - For |
Elect Director Marcus A. Watts | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Report on Reliability of Methane Emission | |||
Disclosures | Shareholder | Against | Voted - Against |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
CROWDSTRIKE HOLDINGS, INC. | |||
Security ID: 22788C105 Ticker: CRWD | |||
Meeting Date: 21-Jun-23 | |||
Elect Director Johanna Flower | Management | For | Voted - For |
Elect Director Denis J. O'Leary | Management | For | Voted - Withheld |
Elect Director Godfrey R. Sullivan | Management | For | Voted - Withheld |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
CROWN HOLDINGS, INC. | |||
Security ID: 228368106 Ticker: CCK | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Timothy J. Donahue | Management | For | Voted - Withheld |
Elect Director Richard H. Fearon | Management | For | Voted - Withheld |
Elect Director Andrea J. Funk | Management | For | Voted - Withheld |
63
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Stephen J. Hagge | Management | For | Voted - Withheld |
Elect Director Jesse A. Lynn | Management | For | Voted - For |
Elect Director James H. Miller | Management | For | Voted - Withheld |
Elect Director Josef M. Miller | Management | For | Voted - Withheld |
Elect Director B. Craig Owens | Management | For | Voted - Withheld |
Elect Director Angela M. Snyder | Management | For | Voted - For |
Elect Director Caesar F. Sweizer | Management | For | Voted - Withheld |
Elect Director Andrew J. Teno | Management | For | Voted - For |
Elect Director Marsha C. Williams | Management | For | Voted - Withheld |
Elect Director Dwayne A. Wilson | Management | For | Voted - Withheld |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
CSX CORPORATION | |||
Security ID: 126408103 Ticker: CSX | |||
Meeting Date: 10-May-23 | |||
Elect Director Donna M. Alvarado | Management | For | Voted - For |
Elect Director Thomas P. Bostick | Management | For | Voted - For |
Elect Director Steven T. Halverson | Management | For | Voted - For |
Elect Director Paul C. Hilal | Management | For | Voted - For |
Elect Director Joseph R. Hinrichs | Management | For | Voted - For |
Elect Director David M. Moffett | Management | For | Voted - For |
Elect Director Linda H. Riefler | Management | For | Voted - For |
Elect Director Suzanne M. Vautrinot | Management | For | Voted - For |
Elect Director James L. Wainscott | Management | For | Voted - For |
Elect Director J. Steven Whisler | Management | For | Voted - For |
Elect Director John J. Zillmer | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
CUMMINS INC. | |||
Security ID: 231021106 Ticker: CMI | |||
Meeting Date: 09-May-23 | |||
Elect Director N. Thomas Linebarger | Management | For | Voted - For |
Elect Director Jennifer W. Rumsey | Management | For | Voted - For |
Elect Director Gary L. Belske | Management | For | Voted - For |
Elect Director Robert J. Bernhard | Management | For | Voted - For |
Elect Director Bruno V. Di Leo Allen | Management | For | Voted - For |
64
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Stephen B. Dobbs | Management | For | Voted - For |
Elect Director Carla A. Harris | Management | For | Voted - For |
Elect Director Thomas J. Lynch | Management | For | Voted - For |
Elect Director William I. Miller | Management | For | Voted - For |
Elect Director Georgia R. Nelson | Management | For | Voted - For |
Elect Director Kimberly A. Nelson | Management | For | Voted - For |
Elect Director Karen H. Quintos | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Nonqualified Employee Stock Purchase Plan | Management | For | Voted - For |
Require Independent Board Chairman | Shareholder | Against | Voted - Against |
Disclose Plan to Link Executive Compensation to GHG | |||
Emissions Reduction Goals | Shareholder | Against | Voted - Against |
CVS HEALTH CORPORATION | |||
Security ID: 126650100 Ticker: CVS | |||
Meeting Date: 18-May-23 | |||
Elect Director Fernando Aguirre | Management | For | Voted - For |
Elect Director Jeffrey R. Balser | Management | For | Voted - For |
Elect Director C. David Brown, II | Management | For | Voted - For |
Elect Director Alecia A. DeCoudreaux | Management | For | Voted - For |
Elect Director Nancy-Ann M. DeParle | Management | For | Voted - For |
Elect Director Roger N. Farah | Management | For | Voted - For |
Elect Director Anne M. Finucane | Management | For | Voted - For |
Elect Director Edward J. Ludwig | Management | For | Voted - For |
Elect Director Karen S. Lynch | Management | For | Voted - For |
Elect Director Jean-Pierre Millon | Management | For | Voted - For |
Elect Director Mary L. Schapiro | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Adopt a Paid Sick Leave Policy | Shareholder | Against | Voted - Against |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Commission Third Party Assessment on Company's | |||
Commitment to Freedom of Association and Collective | |||
Bargaining Rights | Shareholder | Against | Voted - Against |
Adopt Policy Prohibiting Directors from | |||
Simultaneously Sitting on the Board of Directors of | |||
Any Other Company | Shareholder | Against | Voted - Against |
65
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
D.R. HORTON, INC. | |||
Security ID: 23331A109 Ticker: DHI | |||
Meeting Date: 18-Jan-23 | |||
Elect Director Donald R. Horton | Management | For | Voted - For |
Elect Director Barbara K. Allen | Management | For | Voted - For |
Elect Director Brad S. Anderson | Management | For | Voted - For |
Elect Director Michael R. Buchanan | Management | For | Voted - For |
Elect Director Benjamin S. Carson, Sr. | Management | For | Voted - For |
Elect Director Maribess L. Miller | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
DANAHER CORPORATION | |||
Security ID: 235851102 Ticker: DHR | |||
Meeting Date: 09-May-23 | |||
Elect Director Rainer M. Blair | Management | For | Voted - For |
Elect Director Feroz Dewan | Management | For | Voted - For |
Elect Director Linda Filler | Management | For | Voted - For |
Elect Director Teri List | Management | For | Voted - For |
Elect Director Walter G. Lohr, Jr. | Management | For | Voted - For |
Elect Director Jessica L. Mega | Management | For | Voted - For |
Elect Director Mitchell P. Rales | Management | For | Voted - For |
Elect Director Steven M. Rales | Management | For | Voted - For |
Elect Director Pardis C. Sabeti | Management | For | Voted - For |
Elect Director A. Shane Sanders | Management | For | Voted - For |
Elect Director John T. Schwieters | Management | For | Voted - For |
Elect Director Alan G. Spoon | Management | For | Voted - For |
Elect Director Raymond C. Stevens | Management | For | Voted - For |
Elect Director Elias A. Zerhouni | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Effectiveness of Diversity, Equity, and | |||
Inclusion Efforts | Shareholder | Against | Voted - Against |
DARDEN RESTAURANTS, INC. | |||
Security ID: 237194105 Ticker: DRI | |||
Meeting Date: 21-Sep-22 | |||
Elect Director Margaret Shan Atkins | Management | For | Voted - For |
66
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ricardo 'Rick' Cardenas | Management | For | Voted - For |
Elect Director Juliana L. Chugg | Management | For | Voted - For |
Elect Director James P. Fogarty | Management | For | Voted - For |
Elect Director Cynthia T. Jamison | Management | For | Voted - For |
Elect Director Eugene I. Lee, Jr. | Management | For | Voted - For |
Elect Director Nana Mensah | Management | For | Voted - For |
Elect Director William S. Simon | Management | For | Voted - For |
Elect Director Charles M. Sonsteby | Management | For | Voted - For |
Elect Director Timothy J. Wilmott | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
DARLING INGREDIENTS INC. | |||
Security ID: 237266101 Ticker: DAR | |||
Meeting Date: 09-May-23 | |||
Elect Director Randall C. Stuewe | Management | For | Voted - For |
Elect Director Charles Adair | Management | For | Voted - For |
Elect Director Beth Albright | Management | For | Voted - For |
Elect Director Larry A. Barden | Management | For | Voted - For |
Elect Director Celeste A. Clark | Management | For | Voted - For |
Elect Director Linda Goodspeed | Management | For | Voted - For |
Elect Director Enderson Guimaraes | Management | For | Voted - For |
Elect Director Gary W. Mize | Management | For | Voted - For |
Elect Director Michael E. Rescoe | Management | For | Voted - For |
Elect Director Kurt Stoffel | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
DATADOG, INC. | |||
Security ID: 23804L103 Ticker: DDOG | |||
Meeting Date: 08-Jun-23 | |||
Elect Director Olivier Pomel | Management | For | Voted - Withheld |
Elect Director Dev Ittycheria | Management | For | Voted - Withheld |
Elect Director Shardul Shah | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
67
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
DEERE & COMPANY | |||
Security ID: 244199105 Ticker: DE | |||
Meeting Date: 22-Feb-23 | |||
Elect Director Leanne G. Caret | Management | For | Voted - For |
Elect Director Tamra A. Erwin | Management | For | Voted - For |
Elect Director Alan C. Heuberger | Management | For | Voted - For |
Elect Director Charles O. Holliday, Jr. | Management | For | Voted - For |
Elect Director Michael O. Johanns | Management | For | Voted - For |
Elect Director Clayton M. Jones | Management | For | Voted - For |
Elect Director John C. May | Management | For | Voted - For |
Elect Director Gregory R. Page | Management | For | Voted - For |
Elect Director Sherry M. Smith | Management | For | Voted - For |
Elect Director Dmitri L. Stockton | Management | For | Voted - For |
Elect Director Sheila G. Talton | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
DELL TECHNOLOGIES INC. | |||
Security ID: 24703L202 Ticker: DELL | |||
Meeting Date: 20-Jun-23 | |||
Elect Director Michael S. Dell | Management | For | Voted - Withheld |
Elect Director David W. Dorman | Management | For | Voted - Withheld |
Elect Director Egon Durban | Management | For | Voted - Withheld |
Elect Director David Grain | Management | For | Voted - For |
Elect Director William D. Green | Management | For | Voted - For |
Elect Director Simon Patterson | Management | For | Voted - For |
Elect Director Lynn Vojvodich Radakovich | Management | For | Voted - For |
Elect Director Ellen J. Kullman | Management | For | Voted - Withheld |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - Against |
DELTA AIR LINES, INC. | |||
Security ID: 247361702 Ticker: DAL | |||
Meeting Date: 15-Jun-23 | |||
Elect Director Edward H. Bastian | Management | For | Voted - For |
68
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Greg Creed | Management | For | Voted - For |
Elect Director David G. DeWalt | Management | For | Voted - For |
Elect Director William H. Easter, III | Management | For | Voted - For |
Elect Director Leslie D. Hale | Management | For | Voted - For |
Elect Director Christopher A. Hazleton | Management | For | Voted - For |
Elect Director Michael P. Huerta | Management | For | Voted - For |
Elect Director Jeanne P. Jackson | Management | For | Voted - For |
Elect Director George N. Mattson | Management | For | Voted - For |
Elect Director Vasant M. Prabhu | Management | For | Voted - For |
Elect Director Sergio A. L. Rial | Management | For | Voted - For |
Elect Director David S. Taylor | Management | For | Voted - For |
Elect Director Kathy N. Waller | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
Adopt and Disclose a Freedom of Association and | |||
Collective Bargaining Policy | Shareholder | Against | Voted - Against |
DEVON ENERGY CORPORATION | |||
Security ID: 25179M103 Ticker: DVN | |||
Meeting Date: 07-Jun-23 | |||
Elect Director Barbara M. Baumann | Management | For | Voted - For |
Elect Director John E. Bethancourt | Management | For | Voted - For |
Elect Director Ann G. Fox | Management | For | Voted - For |
Elect Director Gennifer F. Kelly | Management | For | Voted - For |
Elect Director Kelt Kindick | Management | For | Voted - For |
Elect Director John Krenicki, Jr. | Management | For | Voted - For |
Elect Director Karl F. Kurz | Management | For | Voted - For |
Elect Director Michael N. Mears | Management | For | Voted - For |
Elect Director Robert A. Mosbacher, Jr. | Management | For | Voted - For |
Elect Director Richard E. Muncrief | Management | For | Voted - For |
Elect Director Valerie M. Williams | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Add Federal | |||
Forum Selection Provision | Management | For | Voted - For |
Amend Certificate of Incorporation to Adopt | |||
Limitations on the Liability of Officers | Management | For | Voted - For |
Amend Right to Call Special Meeting | Shareholder | Against | Voted - Against |
69
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
DEXCOM, INC. | |||
Security ID: 252131107 Ticker: DXCM | |||
Meeting Date: 18-May-23 | |||
Elect Director Steven R. Altman | Management | For | Voted - For |
Elect Director Richard A. Collins | Management | For | Voted - For |
Elect Director Karen Dahut | Management | For | Voted - For |
Elect Director Mark G. Foletta | Management | For | Voted - For |
Elect Director Barbara E. Kahn | Management | For | Voted - For |
Elect Director Kyle Malady | Management | For | Voted - For |
Elect Director Eric J. Topol | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Median Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
DIAMONDBACK ENERGY, INC. | |||
Security ID: 25278X109 Ticker: FANG | |||
Meeting Date: 08-Jun-23 | |||
Elect Director Travis D. Stice | Management | For | Voted - For |
Elect Director Vincent K. Brooks | Management | For | Voted - For |
Elect Director David L. Houston | Management | For | Voted - For |
Elect Director Rebecca A. Klein | Management | For | Voted - For |
Elect Director Stephanie K. Mains | Management | For | Voted - For |
Elect Director Mark L. Plaumann | Management | For | Voted - For |
Elect Director Melanie M. Trent | Management | For | Voted - For |
Elect Director Frank D. Tsuru | Management | For | Voted - For |
Elect Director Steven E. West | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement for | |||
Amendments of the Charter and Removal of Directors | Management | For | Voted - For |
Provide Right to Call a Special Meeting at a 25 | |||
Percent Ownership Threshold | Management | For | Voted - For |
Amend Certificate of Incorporation to Reflect New | |||
Delaware Law Provisions Regarding Officer | |||
Exculpation | Management | For | Voted - For |
Ratify Grant Thornton LLP as Auditors | Management | For | Voted - For |
70
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
DISCOVER FINANCIAL SERVICES | |||
Security ID: 254709108 Ticker: DFS | |||
Meeting Date: 11-May-23 | |||
Elect Director Jeffrey S. Aronin | Management | For | Voted - For |
Elect Director Mary K. Bush | Management | For | Voted - For |
Elect Director Gregory C. Case | Management | For | Voted - For |
Elect Director Candace H. Duncan | Management | For | Voted - For |
Elect Director Joseph F. Eazor | Management | For | Voted - For |
Elect Director Roger C. Hochschild | Management | For | Voted - For |
Elect Director Thomas G. Maheras | Management | For | Voted - For |
Elect Director John B. Owen | Management | For | Voted - For |
Elect Director David L. Rawlinson, II | Management | For | Voted - For |
Elect Director Beverley A. Sibblies | Management | For | Voted - For |
Elect Director Mark A. Thierer | Management | For | Voted - For |
Elect Director Jennifer L. Wong | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
DOCUSIGN, INC. | |||
Security ID: 256163106 Ticker: DOCU | |||
Meeting Date: 31-May-23 | |||
Elect Director James Beer | Management | For | Voted - Withheld |
Elect Director Cain A. Hayes | Management | For | Voted - Withheld |
Elect Director Allan Thygesen | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
DOLLAR GENERAL CORPORATION | |||
Security ID: 256677105 Ticker: DG | |||
Meeting Date: 31-May-23 | |||
Elect Director Warren F. Bryant | Management | For | Voted - For |
Elect Director Michael M. Calbert | Management | For | Voted - For |
Elect Director Ana M. Chadwick | Management | For | Voted - For |
Elect Director Patricia D. Fili-Krushel | Management | For | Voted - For |
Elect Director Timothy I. McGuire | Management | For | Voted - For |
Elect Director Jeffery C. Owen | Management | For | Voted - For |
Elect Director Debra A. Sandler | Management | For | Voted - For |
Elect Director Ralph E. Santana | Management | For | Voted - For |
71
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Todd J. Vasos | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Voted - Against |
Amend Right to Call Special Meeting | Shareholder | Against | Voted - Against |
Oversee and Report a Workplace Health and Safety | |||
Audit | Shareholder | Against | Voted - Against |
DOLLAR TREE, INC. | |||
Security ID: 256746108 Ticker: DLTR | |||
Meeting Date: 13-Jun-23 | |||
Elect Director Richard W. Dreiling | Management | For | Voted - For |
Elect Director Cheryl W. Grise | Management | For | Voted - For |
Elect Director Daniel J. Heinrich | Management | For | Voted - For |
Elect Director Paul C. Hilal | Management | For | Voted - For |
Elect Director Edward J. Kelly, III | Management | For | Voted - For |
Elect Director Mary A. Laschinger | Management | For | Voted - For |
Elect Director Jeffrey G. Naylor | Management | For | Voted - For |
Elect Director Winnie Y. Park | Management | For | Voted - For |
Elect Director Bertram L. Scott | Management | For | Voted - For |
Elect Director Stephanie P. Stahl | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Report on Economic and Social Risks of Compensation | |||
and Workforce Practices and Any Impact on | |||
Diversified Shareholders | Shareholder | Against | Voted - Against |
DOMINION ENERGY, INC. | |||
Security ID: 25746U109 Ticker: D | |||
Meeting Date: 10-May-23 | |||
Elect Director James A. Bennett | Management | For | Voted - For |
Elect Director Robert M. Blue | Management | For | Voted - For |
Elect Director D. Maybank Hagood | Management | For | Voted - For |
Elect Director Ronald W. Jibson | Management | For | Voted - For |
Elect Director Mark J. Kington | Management | For | Voted - For |
Elect Director Kristin G. Lovejoy | Management | For | Voted - For |
Elect Director Joseph M. Rigby | Management | For | Voted - For |
Elect Director Pamela J. Royal | Management | For | Voted - For |
Elect Director Robert H. Spilman, Jr. | Management | For | Voted - For |
Elect Director Susan N. Story | Management | For | Voted - For |
Elect Director Michael E. Szymanczyk | Management | For | Voted - For |
72
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Amend Right to Call Special Meeting | Management | For | Voted - For |
Amend Advance Notice Provisions for Director | |||
Nominations | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
DOMINO'S PIZZA, INC. | |||
Security ID: 25754A201 Ticker: DPZ | |||
Meeting Date: 25-Apr-23 | |||
Elect Director David A. Brandon | Management | For | Voted - For |
Elect Director C. Andrew Ballard | Management | For | Voted - For |
Elect Director Andrew B. Balson | Management | For | Voted - For |
Elect Director Corie S. Barry�� | Management | For | Voted - For |
Elect Director Diana F. Cantor | Management | For | Voted - For |
Elect Director Richard L. Federico | Management | For | Voted - For |
Elect Director James A. Goldman | Management | For | Voted - For |
Elect Director Patricia E. Lopez | Management | For | Voted - For |
Elect Director Russell J. Weiner | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
DOORDASH, INC. | |||
Security ID: 25809K105 Ticker: DASH | |||
Meeting Date: 20-Jun-23 | |||
Elect Director Shona L. Brown | Management | For | Voted - Against |
Elect Director Alfred Lin | Management | For | Voted - Against |
Elect Director Stanley Tang | Management | For | Voted - Against |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
DOVER CORPORATION | |||
Security ID: 260003108 Ticker: DOV | |||
Meeting Date: 05-May-23 | |||
Elect Director Deborah L. DeHaas | Management | For | Voted - For |
Elect Director H. John Gilbertson, Jr. | Management | For | Voted - For |
Elect Director Kristiane C. Graham | Management | For | Voted - For |
73
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Michael F. Johnston | Management | For | Voted - For |
Elect Director Michael Manley | Management | For | Voted - For |
Elect Director Eric A. Spiegel | Management | For | Voted - For |
Elect Director Richard J. Tobin | Management | For | Voted - For |
Elect Director Stephen M. Todd | Management | For | Voted - For |
Elect Director Keith E. Wandell | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
DOW INC. | |||
Security ID: 260557103 Ticker: DOW | |||
Meeting Date: 13-Apr-23 | |||
Elect Director Samuel R. Allen | Management | For | Voted - For |
Elect Director Gaurdie E. Banister, Jr. | Management | For | Voted - For |
Elect Director Wesley G. Bush | Management | For | Voted - For |
Elect Director Richard K. Davis | Management | For | Voted - For |
Elect Director Jerri DeVard | Management | For | Voted - For |
Elect Director Debra L. Dial | Management | For | Voted - For |
Elect Director Jeff M. Fettig | Management | For | Voted - For |
Elect Director Jim Fitterling | Management | For | Voted - For |
Elect Director Jacqueline C. Hinman | Management | For | Voted - For |
Elect Director Luis Alberto Moreno | Management | For | Voted - For |
Elect Director Jill S. Wyant | Management | For | Voted - For |
Elect Director Daniel W. Yohannes | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Voted - Against |
DTE ENERGY COMPANY | |||
Security ID: 233331107 Ticker: DTE | |||
Meeting Date: 04-May-23 | |||
Elect Director David A. Brandon | Management | For | Voted - For |
Elect Director Charles G. McClure, Jr. | Management | For | Voted - For |
Elect Director Gail J. McGovern | Management | For | Voted - For |
Elect Director Mark A. Murray | Management | For | Voted - For |
Elect Director Gerardo Norcia | Management | For | Voted - For |
Elect Director Robert C. Skaggs, Jr. | Management | For | Voted - For |
Elect Director David A. Thomas | Management | For | Voted - For |
74
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Gary H. Torgow | Management | For | Voted - For |
Elect Director James H. Vandenberghe | Management | For | Voted - For |
Elect Director Valerie M. Williams | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Right to Call Special Meeting | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
DUKE ENERGY CORPORATION | |||
Security ID: 26441C204 Ticker: DUK | |||
Meeting Date: 04-May-23 | |||
Elect Director Derrick Burks | Management | For | Voted - For |
Elect Director Annette K. Clayton | Management | For | Voted - For |
Elect Director Theodore F. Craver, Jr. | Management | For | Voted - For |
Elect Director Robert M. Davis | Management | For | Voted - For |
Elect Director Caroline Dorsa | Management | For | Voted - For |
Elect Director W. Roy Dunbar | Management | For | Voted - For |
Elect Director Nicholas C. Fanandakis | Management | For | Voted - For |
Elect Director Lynn J. Good | Management | For | Voted - For |
Elect Director John T. Herron | Management | For | Voted - For |
Elect Director Idalene F. Kesner | Management | For | Voted - For |
Elect Director E. Marie McKee | Management | For | Voted - For |
Elect Director Michael J. Pacilio | Management | For | Voted - For |
Elect Director Thomas E. Skains | Management | For | Voted - For |
Elect Director William E. Webster, Jr. | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | For | Voted - For |
Create a Committee to Evaluate Decarbonization Risk | Shareholder | Against | Voted - Against |
DUPONT DE NEMOURS, INC. | |||
Security ID: 26614N102 Ticker: DD | |||
Meeting Date: 24-May-23 | |||
Elect Director Amy G. Brady | Management | For | Voted - For |
Elect Director Edward D. Breen | Management | For | Voted - For |
Elect Director Ruby R. Chandy | Management | For | Voted - For |
Elect Director Terrence R. Curtin | Management | For | Voted - For |
75
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Alexander M. Cutler | Management | For | Voted - For |
Elect Director Eleuthere I. du Pont | Management | For | Voted - For |
Elect Director Kristina M. Johnson | Management | For | Voted - For |
Elect Director Luther C. Kissam | Management | For | Voted - For |
Elect Director Frederick M. Lowery | Management | For | Voted - For |
Elect Director Raymond J. Milchovich | Management | For | Voted - For |
Elect Director Deanna M. Mulligan | Management | For | Voted - For |
Elect Director Steven M. Sterin | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
DYNATRACE, INC. | |||
Security ID: 268150109 Ticker: DT | |||
Meeting Date: 24-Aug-22 | |||
Elect Director Ambika Kapur Gadre | Management | For | Voted - For |
Elect Director Steve Rowland | Management | For | Voted - Withheld |
Elect Director Kenneth 'Chip' Virnig | Management | For | Voted - Withheld |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
EASTMAN CHEMICAL COMPANY | |||
Security ID: 277432100 Ticker: EMN | |||
Meeting Date: 04-May-23 | |||
Elect Director Humberto P. Alfonso | Management | For | Voted - For |
Elect Director Brett D. Begemann | Management | For | Voted - For |
Elect Director Eric L. Butler | Management | For | Voted - For |
Elect Director Mark J. Costa | Management | For | Voted - For |
Elect Director Edward L. Doheny, II | Management | For | Voted - For |
Elect Director Linnie M. Haynesworth | Management | For | Voted - For |
Elect Director Julie F. Holder | Management | For | Voted - For |
Elect Director Renee J. Hornbaker | Management | For | Voted - For |
Elect Director Kim Ann Mink | Management | For | Voted - For |
Elect Director James J. O'Brien | Management | For | Voted - For |
Elect Director David W. Raisbeck | Management | For | Voted - For |
Elect Director Charles K. Stevens, III | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
76
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
EATON CORPORATION PLC | |||
Security ID: G29183103 Ticker: ETN | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Craig Arnold | Management | For | Voted - For |
Elect Director Olivier Leonetti | Management | For | Voted - For |
Elect Director Silvio Napoli | Management | For | Voted - For |
Elect Director Gregory R. Page | Management | For | Voted - For |
Elect Director Sandra Pianalto | Management | For | Voted - For |
Elect Director Robert V. Pragada | Management | For | Voted - For |
Elect Director Lori J. Ryerkerk | Management | For | Voted - For |
Elect Director Gerald B. Smith | Management | For | Voted - For |
Elect Director Dorothy C. Thompson | Management | For | Voted - For |
Elect Director Darryl L. Wilson | Management | For | Voted - For |
Approve Ernst & Young as Auditors and Authorize | |||
Board to Fix Their Remuneration | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Authorize Issue of Equity with Pre-emptive Rights | Management | For | Voted - For |
Authorise Issue of Equity without Pre-emptive Rights | Management | For | Voted - For |
Authorize Share Repurchase of Issued Share Capital | Management | For | Voted - For |
EBAY, INC. | |||
Security ID: 278642103 Ticker: EBAY | |||
Meeting Date: 21-Jun-23 | |||
Elect Director Adriane M. Brown | Management | For | Voted - For |
Elect Director Aparna Chennapragada | Management | For | Voted - For |
Elect Director Logan D. Green | Management | For | Voted - For |
Elect Director E. Carol Hayles | Management | For | Voted - For |
Elect Director Jamie Iannone | Management | For | Voted - For |
Elect Director Shripriya Mahesh | Management | For | Voted - For |
Elect Director Paul S. Pressler | Management | For | Voted - For |
Elect Director Mohak Shroff | Management | For | Voted - For |
Elect Director Perry M. Traquina | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - Against |
Amend Certificate of Incorporation to Limit the | |||
Liability of Certain Officers | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting to 10% | Shareholder | Against | Voted - Against |
77
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ECOLAB INC. | |||
Security ID: 278865100 Ticker: ECL | |||
Meeting Date: 04-May-23 | |||
Elect Director Shari L. Ballard | Management | For | Voted - For |
Elect Director Barbara J. Beck | Management | For | Voted - For |
Elect Director Christophe Beck | Management | For | Voted - For |
Elect Director Jeffrey M. Ettinger | Management | For | Voted - For |
Elect Director Eric M. Green | Management | For | Voted - For |
Elect Director Arthur J. Higgins | Management | For | Voted - For |
Elect Director Michael Larson | Management | For | Voted - For |
Elect Director David W. MacLennan | Management | For | Voted - For |
Elect Director Tracy B. McKibben | Management | For | Voted - For |
Elect Director Lionel L. Nowell, III | Management | For | Voted - For |
Elect Director Victoria J. Reich | Management | For | Voted - For |
Elect Director Suzanne M. Vautrinot | Management | For | Voted - For |
Elect Director John J. Zillmer | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Amend Nonqualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
EDISON INTERNATIONAL | |||
Security ID: 281020107 Ticker: EIX | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Jeanne Beliveau-Dunn | Management | For | Voted - For |
Elect Director Michael C. Camunez | Management | For | Voted - For |
Elect Director Vanessa C.L. Chang | Management | For | Voted - For |
Elect Director James T. Morris | Management | For | Voted - For |
Elect Director Timothy T. O'Toole | Management | For | Voted - For |
Elect Director Pedro J. Pizarro | Management | For | Voted - For |
Elect Director Marcy L. Reed | Management | For | Voted - For |
Elect Director Carey A. Smith | Management | For | Voted - For |
Elect Director Linda G. Stuntz | Management | For | Voted - For |
Elect Director Peter J. Taylor | Management | For | Voted - For |
Elect Director Keith Trent | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
78
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
EDWARDS LIFESCIENCES CORPORATION | |||
Security ID: 28176E108 Ticker: EW | |||
Meeting Date: 11-May-23 | |||
Elect Director Kieran T. Gallahue | Management | For | Voted - For |
Elect Director Leslie S. Heisz | Management | For | Voted - For |
Elect Director Paul A. LaViolette | Management | For | Voted - For |
Elect Director Steven R. Loranger | Management | For | Voted - For |
Elect Director Martha H. Marsh | Management | For | Voted - For |
Elect Director Michael A. Mussallem | Management | For | Voted - For |
Elect Director Ramona Sequeira | Management | For | Voted - For |
Elect Director Nicholas J. Valeriani | Management | For | Voted - For |
Elect Director Bernard J. Zovighian | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Certificate of Incorporation to Provide for | |||
Exculpation of Certain Officers | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
ELECTRONIC ARTS INC. | |||
Security ID: 285512109 Ticker: EA | |||
Meeting Date: 11-Aug-22 | |||
Elect Director Kofi A. Bruce | Management | For | Voted - For |
Elect Director Rachel A. Gonzalez | Management | For | Voted - For |
Elect Director Jeffrey T. Huber | Management | For | Voted - For |
Elect Director Talbott Roche | Management | For | Voted - For |
Elect Director Richard A. Simonson | Management | For | Voted - For |
Elect Director Luis A. Ubinas | Management | For | Voted - For |
Elect Director Heidi J. Ueberroth | Management | For | Voted - For |
Elect Director Andrew Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meetings to 15% | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
79
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ELEVANCE HEALTH, INC. | |||
Security ID: 036752103 Ticker: ELV | |||
Meeting Date: 10-May-23 | |||
Elect Director Gail K. Boudreaux | Management | For | Voted - For |
Elect Director R. Kerry Clark | Management | For | Voted - For |
Elect Director Robert L. Dixon, Jr. | Management | For | Voted - For |
Elect Director Deanna D. Strable | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Annually Report Third Party Political Contributions | Shareholder | Against | Voted - Against |
ELI LILLY AND COMPANY | |||
Security ID: 532457108 Ticker: LLY | |||
Meeting Date: 01-May-23 | |||
Elect Director William G. Kaelin, Jr. | Management | For | Voted - For |
Elect Director David A. Ricks | Management | For | Voted - For |
Elect Director Marschall S. Runge | Management | For | Voted - For |
Elect Director Karen Walker | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
Report on Risks of Supporting Abortion | Shareholder | Against | Voted - Against |
Publish Third-Party Review of Alignment of | |||
Company's Lobbying Activities with its Public | |||
Statements | Shareholder | Against | Voted - Against |
Report on Effectiveness of Diversity, Equity and | |||
Inclusion Efforts and Metrics | Shareholder | Against | Voted - Against |
Adopt Policy to Require Third-Party Organizations | |||
to Annually Report Expenditures for Political | |||
Activities | Shareholder | Against | Voted - Against |
80
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
EMERSON ELECTRIC CO. | |||
Security ID: 291011104 Ticker: EMR | |||
Meeting Date: 07-Feb-23 | |||
Elect Director Martin S. Craighead | Management | For | Voted - For |
Elect Director Gloria A. Flach | Management | For | Voted - For |
Elect Director Matthew S. Levatich | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
ENPHASE ENERGY, INC. | |||
Security ID: 29355A107 Ticker: ENPH | |||
Meeting Date: 17-May-23 | |||
Elect Director Jamie Haenggi | Management | For | Voted - For |
Elect Director Benjamin Kortlang | Management | For | Voted - For |
Elect Director Richard Mora | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
ENTEGRIS, INC. | |||
Security ID: 29362U104 Ticker: ENTG | |||
Meeting Date: 26-Apr-23 | |||
Elect Director James R. Anderson | Management | For | Voted - For |
Elect Director Rodney Clark | Management | For | Voted - For |
Elect Director James F. Gentilcore | Management | For | Voted - For |
Elect Director Yvette Kanouff | Management | For | Voted - For |
Elect Director James P. Lederer | Management | For | Voted - For |
Elect Director Bertrand Loy | Management | For | Voted - For |
Elect Director Azita Saleki-Gerhardt | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
ENTERGY CORPORATION | |||
Security ID: 29364G103 Ticker: ETR | |||
Meeting Date: 05-May-23 | |||
Elect Director Gina F. Adams | Management | For | Voted - For |
81
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director John H. Black | Management | For | Voted - For |
Elect Director John R. Burbank | Management | For | Voted - For |
Elect Director Patrick J. Condon | Management | For | Voted - For |
Elect Director Kirkland H. Donald | Management | For | Voted - For |
Elect Director Brian W. Ellis | Management | For | Voted - For |
Elect Director Philip L. Frederickson | Management | For | Voted - For |
Elect Director M. Elise Hyland | Management | For | Voted - For |
Elect Director Stuart L. Levenick | Management | For | Voted - For |
Elect Director Blanche Lambert Lincoln | Management | For | Voted - For |
Elect Director Andrew S. Marsh | Management | For | Voted - For |
Elect Director Karen A. Puckett | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Officers | Management | For | Voted - For |
EOG RESOURCES, INC. | |||
Security ID: 26875P101 Ticker: EOG | |||
Meeting Date: 24-May-23 | |||
Elect Director Janet F. Clark | Management | For | Voted - For |
Elect Director Charles R. Crisp | Management | For | Voted - For |
Elect Director Robert P. Daniels | Management | For | Voted - For |
Elect Director Lynn A. Dugle | Management | For | Voted - For |
Elect Director C. Christopher Gaut | Management | For | Voted - For |
Elect Director Michael T. Kerr | Management | For | Voted - For |
Elect Director Julie J. Robertson | Management | For | Voted - For |
Elect Director Donald F. Textor | Management | For | Voted - For |
Elect Director Ezra Y. Yacob | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
EPAM SYSTEMS, INC. | |||
Security ID: 29414B104 Ticker: EPAM | |||
Meeting Date: 02-Jun-23 | |||
Elect Director Eugene Roman | Management | For | Voted - For |
Elect Director Jill B. Smart | Management | For | Voted - For |
Elect Director Ronald Vargo | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
82
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
EQT CORPORATION | |||
Security ID: 26884L109 Ticker: EQT | |||
Meeting Date: 19-Apr-23 | |||
Elect Director Lydia I. Beebe | Management | For | Voted - For |
Elect Director Lee M. Canaan | Management | For | Voted - For |
Elect Director Janet L. Carrig | Management | For | Voted - For |
Elect Director Frank C. Hu | Management | For | Voted - For |
Elect Director Kathryn J. Jackson | Management | For | Voted - For |
Elect Director John F. McCartney | Management | For | Voted - For |
Elect Director James T. McManus, II | Management | For | Voted - For |
Elect Director Anita M. Powers | Management | For | Voted - For |
Elect Director Daniel J. Rice, IV | Management | For | Voted - For |
Elect Director Toby Z. Rice | Management | For | Voted - For |
Elect Director Hallie A. Vanderhider | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
EQUIFAX INC. | |||
Security ID: 294429105 Ticker: EFX | |||
Meeting Date: 04-May-23 | |||
Elect Director Mark W. Begor | Management | For | Voted - For |
Elect Director Mark L. Feidler | Management | For | Voted - For |
Elect Director Karen L. Fichuk | Management | For | Voted - For |
Elect Director G. Thomas Hough | Management | For | Voted - For |
Elect Director Robert D. Marcus | Management | For | Voted - For |
Elect Director Scott A. McGregor | Management | For | Voted - For |
Elect Director John A. McKinley | Management | For | Voted - For |
Elect Director Melissa D. Smith | Management | For | Voted - For |
Elect Director Audrey Boone Tillman | Management | For | Voted - For |
Elect Director Heather H. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Oversee and Report a Racial Equity Audit | Shareholder | Against | Voted - Against |
83
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
EQUITABLE HOLDINGS, INC. | |||
Security ID: 29452E101 Ticker: EQH | |||
Meeting Date: 24-May-23 | |||
Elect Director Francis A. Hondal | Management | For | Voted - For |
Elect Director Arlene Isaacs-Lowe | Management | For | Voted - For |
Elect Director Daniel G. Kaye | Management | For | Voted - For |
Elect Director Joan Lamm-Tennant | Management | For | Voted - For |
Elect Director Craig MacKay | Management | For | Voted - For |
Elect Director Mark Pearson | Management | For | Voted - For |
Elect Director Bertram L. Scott | Management | For | Voted - For |
Elect Director George Stansfield | Management | For | Voted - For |
Elect Director Charles G.T. Stonehill | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
ESSENTIAL UTILITIES, INC. | |||
Security ID: 29670G102 Ticker: WTRG | |||
Meeting Date: 03-May-23 | |||
Elect Director Elizabeth B. Amato | Management | For | Voted - For |
Elect Director David A. Ciesinski | Management | For | Voted - For |
Elect Director Christopher H. Franklin | Management | For | Voted - For |
Elect Director Daniel J. Hilferty | Management | For | Voted - For |
Elect Director Edwina Kelly | Management | For | Voted - For |
Elect Director W. Bryan Lewis | Management | For | Voted - For |
Elect Director Ellen T. Ruff | Management | For | Voted - For |
Elect Director Lee C. Stewart | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
ETSY, INC. | |||
Security ID: 29786A106 Ticker: ETSY | |||
Meeting Date: 14-Jun-23 | |||
Elect Director M. Michele Burns | Management | For | Voted - Withheld |
Elect Director Josh Silverman | Management | For | Voted - Withheld |
Elect Director Fred Wilson | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
84
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Commission Independent Review of Effectiveness of | |||
Efforts to Prevent Harassment and Discrimination | Shareholder | Against | Voted - Against |
EVEREST RE GROUP, LTD. | |||
Security ID: G3223R108 Ticker: RE | |||
Meeting Date: 17-May-23 | |||
Elect Director John J. Amore | Management | For | Voted - For |
Elect Director Juan C. Andrade | Management | For | Voted - For |
Elect Director William F. Galtney, Jr. | Management | For | Voted - For |
Elect Director John A. Graf | Management | For | Voted - For |
Elect Director Meryl Hartzband | Management | For | Voted - For |
Elect Director Gerri Losquadro | Management | For | Voted - For |
Elect Director Hazel McNeilage | Management | For | Voted - For |
Elect Director Roger M. Singer | Management | For | Voted - For |
Elect Director Joseph V. Taranto | Management | For | Voted - For |
Approve PricewaterhouseCoopers LLP as Auditors and | |||
Authorize Board to Fix Their Remuneration | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Change Company Name to Everest Group, Ltd. | Management | For | Voted - For |
EVERGY, INC. | |||
Security ID: 30034W106 Ticker: EVRG | |||
Meeting Date: 02-May-23 | |||
Elect Director David A. Campbell | Management | For | Voted - For |
Elect Director Thomas D. Hyde | Management | For | Voted - For |
Elect Director B. Anthony Isaac | Management | For | Voted - For |
Elect Director Paul M. Keglevic | Management | For | Voted - For |
Elect Director Mary L. Landrieu | Management | For | Voted - For |
Elect Director Sandra A.J. Lawrence | Management | For | Voted - For |
Elect Director Ann D. Murtlow | Management | For | Voted - For |
Elect Director Sandra J. Price | Management | For | Voted - For |
Elect Director Mark A. Ruelle | Management | For | Voted - For |
Elect Director James Scarola | Management | For | Voted - For |
Elect Director C. John Wilder | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
85
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
EVERSOURCE ENERGY | |||
Security ID: 30040W108 Ticker: ES | |||
Meeting Date: 03-May-23 | |||
Elect Director Cotton M. Cleveland | Management | For | Voted - For |
Elect Director Francis A. Doyle | Management | For | Voted - For |
Elect Director Linda Dorcena Forry | Management | For | Voted - For |
Elect Director Gregory M. Jones | Management | For | Voted - For |
Elect Director Loretta D. Keane | Management | For | Voted - For |
Elect Director John Y. Kim | Management | For | Voted - For |
Elect Director Kenneth R. Leibler | Management | For | Voted - For |
Elect Director David H. Long | Management | For | Voted - For |
Elect Director Joseph R. Nolan, Jr. | Management | For | Voted - For |
Elect Director William C. Van Faasen | Management | For | Voted - For |
Elect Director Frederica M. Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Increase Authorized Common Stock | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
EXACT SCIENCES CORPORATION | |||
Security ID: 30063P105 Ticker: EXAS | |||
Meeting Date: 08-Jun-23 | |||
Elect Director D. Scott Coward | Management | For | Voted - For |
Elect Director James Doyle | Management | For | Voted - For |
Elect Director Freda Lewis-Hall | Management | For | Voted - Against |
Elect Director Kathleen Sebelius | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Declassify the Board of Directors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
EXELON CORPORATION | |||
Security ID: 30161N101 Ticker: EXC | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Anthony Anderson | Management | For | Voted - For |
Elect Director W. Paul Bowers | Management | For | Voted - For |
Elect Director Calvin G. Butler, Jr. | Management | For | Voted - For |
Elect Director Marjorie Rodgers Cheshire | Management | For | Voted - For |
86
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Linda Jojo | Management | For | Voted - For |
Elect Director Charisse Lillie | Management | For | Voted - For |
Elect Director Matthew Rogers | Management | For | Voted - For |
Elect Director John Young | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
EXPEDIA GROUP, INC. | |||
Security ID: 30212P303 Ticker: EXPE | |||
Meeting Date: 31-May-23 | |||
Elect Director Samuel Altman | Management | For | Voted - For |
Elect Director Beverly Anderson | Management | For | Voted - Withheld |
Elect Director M. Moina Banerjee | Management | For | Voted - For |
Elect Director Chelsea Clinton | Management | For | Voted - Withheld |
Elect Director Barry Diller | Management | For | Voted - Withheld |
Elect Director Henrique Dubugras | Management | For | Voted - For |
Elect Director Craig Jacobson | Management | For | Voted - Withheld |
Elect Director Peter Kern | Management | For | Voted - For |
Elect Director Dara Khosrowshahi | Management | For | Voted - Withheld |
Elect Director Patricia Menendez Cambo | Management | For | Voted - For |
Elect Director Alex von Furstenberg | Management | For | Voted - For |
Elect Director Julie Whalen | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - Against |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. | |||
Security ID: 302130109 Ticker: EXPD | |||
Meeting Date: 02-May-23 | |||
Elect Director Glenn M. Alger | Management | For | Voted - For |
Elect Director Robert P. Carlile | Management | For | Voted - For |
Elect Director James M. DuBois | Management | For | Voted - For |
Elect Director Mark A. Emmert | Management | For | Voted - For |
Elect Director Diane H. Gulyas | Management | For | Voted - For |
Elect Director Jeffrey S. Musser | Management | For | Voted - For |
Elect Director Brandon S. Pedersen | Management | For | Voted - For |
Elect Director Liane J. Pelletier | Management | For | Voted - For |
Elect Director Olivia D. Polius | Management | For | Voted - For |
87
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
Report on Effectiveness of Diversity Equity and | |||
Inclusion Efforts and Metrics | Shareholder | Against | Voted - Against |
EXXON MOBIL CORPORATION | |||
Security ID: 30231G102 Ticker: XOM | |||
Meeting Date: 31-May-23 | |||
Elect Director Michael J. Angelakis | Management | For | Voted - For |
Elect Director Susan K. Avery | Management | For | Voted - For |
Elect Director Angela F. Braly | Management | For | Voted - For |
Elect Director Gregory J. Goff | Management | For | Voted - For |
Elect Director John D. Harris, II | Management | For | Voted - For |
Elect Director Kaisa H. Hietala | Management | For | Voted - For |
Elect Director Joseph L. Hooley | Management | For | Voted - For |
Elect Director Steven A. Kandarian | Management | For | Voted - For |
Elect Director Alexander A. Karsner | Management | For | Voted - For |
Elect Director Lawrence W. Kellner | Management | For | Voted - For |
Elect Director Jeffrey W. Ubben | Management | For | Voted - For |
Elect Director Darren W. Woods | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Establish Board Committee on Decarbonization Risk | Shareholder | Against | Voted - Against |
Reduce Executive Stock Holding Period | Shareholder | Against | Voted - Against |
Report on Carbon Capture and Storage | Shareholder | Against | Voted - Against |
Report on Methane Emission Disclosure Reliability | Shareholder | Against | Voted - Against |
Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Voted - Against |
Issue a Report on Worst-Case Impacts of Oil Spills | |||
from Operations Offshore of Guyana | Shareholder | Against | Voted - Against |
Recalculate GHG Emissions Baseline to Exclude | |||
Emissions from Material Divestitures | Shareholder | Against | Voted - Against |
Report on Asset Retirement Obligations Under IEA | |||
NZE Scenario | Shareholder | Against | Voted - Against |
Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Voted - Against |
Report on Potential Costs of Environmental | |||
Litigation | Shareholder | Against | Voted - Against |
Publish a Tax Transparency Report | Shareholder | Against | Voted - Against |
Report on Social Impact From Plant Closure or | |||
Energy Transition | Shareholder | Against | Voted - Against |
88
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
F5, INC. | |||
Security ID: 315616102 Ticker: FFIV | |||
Meeting Date: 09-Mar-23 | |||
Elect Director Marianne N. Budnik | Management | For | Voted - For |
Elect Director Elizabeth L. Buse | Management | For | Voted - For |
Elect Director Michael L. Dreyer | Management | For | Voted - For |
Elect Director Alan J. Higginson | Management | For | Voted - For |
Elect Director Peter S. Klein | Management | For | Voted - For |
Elect Director Francois Locoh-Donou | Management | For | Voted - For |
Elect Director Nikhil Mehta | Management | For | Voted - For |
Elect Director Michael F. Montoya | Management | For | Voted - For |
Elect Director Marie E. Myers | Management | For | Voted - For |
Elect Director James M. Phillips | Management | For | Voted - For |
Elect Director Sripada Shivananda | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
FACTSET RESEARCH SYSTEMS INC. | |||
Security ID: 303075105 Ticker: FDS | |||
Meeting Date: 15-Dec-22 | |||
Elect Director James J. McGonigle | Management | For | Voted - For |
Elect Director F. Philip Snow | Management | For | Voted - For |
Elect Director Maria Teresa Tejada | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Amend Certificate of Incorporation to Eliminate | |||
Certain Business Combination Restrictions | Management | For | Voted - For |
Adopt the Jurisdiction of Incorporation as the | |||
Exclusive Forum for Certain Disputes | Management | For | Voted - For |
Amend Certificate of Incorporation to Add Federal | |||
Forum Selection Provision | Management | For | Voted - For |
Amend Certificate of Incorporation to Remove | |||
Creditor Compromise Provision | Management | For | Voted - For |
Amend Certificate of Incorporation to Clarify, | |||
Streamline and Modernize the Certificate of | |||
Incorporation | Management | For | Voted - For |
89
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
FAIR ISAAC CORPORATION | |||
Security ID: 303250104 Ticker: FICO | |||
Meeting Date: 01-Mar-23 | |||
Elect Director Braden R. Kelly | Management | For | Voted - For |
Elect Director Fabiola R. Arredondo | Management | For | Voted - For |
Elect Director James D. Kirsner | Management | For | Voted - For |
Elect Director William J. Lansing | Management | For | Voted - For |
Elect Director Eva Manolis | Management | For | Voted - For |
Elect Director Marc F. McMorris | Management | For | Voted - For |
Elect Director Joanna Rees | Management | For | Voted - For |
Elect Director David A. Rey | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
FASTENAL COMPANY | |||
Security ID: 311900104 Ticker: FAST | |||
Meeting Date: 22-Apr-23 | |||
Elect Director Scott A. Satterlee | Management | For | Voted - For |
Elect Director Michael J. Ancius | Management | For | Voted - For |
Elect Director Stephen L. Eastman | Management | For | Voted - For |
Elect Director Daniel L. Florness | Management | For | Voted - For |
Elect Director Rita J. Heise | Management | For | Voted - For |
Elect Director Hsenghung Sam Hsu | Management | For | Voted - For |
Elect Director Daniel L. Johnson | Management | For | Voted - For |
Elect Director Nicholas J. Lundquist | Management | For | Voted - For |
Elect Director Sarah N. Nielsen | Management | For | Voted - For |
Elect Director Reyne K. Wisecup | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
FEDEX CORPORATION | |||
Security ID: 31428X106 Ticker: FDX | |||
Meeting Date: 19-Sep-22 | |||
Elect Director Marvin R. Ellison | Management | For | Voted - For |
Elect Director Stephen E. Gorman | Management | For | Voted - For |
Elect Director Susan Patricia Griffith | Management | For | Voted - For |
Elect Director Kimberly A. Jabal | Management | For | Voted - For |
Elect Director Amy B. Lane | Management | For | Voted - For |
90
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director R. Brad Martin | Management | For | Voted - For |
Elect Director Nancy A. Norton | Management | For | Voted - For |
Elect Director Frederick P. Perpall | Management | For | Voted - For |
Elect Director Joshua Cooper Ramo | Management | For | Voted - For |
Elect Director Susan C. Schwab | Management | For | Voted - For |
Elect Director Frederick W. Smith | Management | For | Voted - For |
Elect Director David P. Steiner | Management | For | Voted - For |
Elect Director Rajesh Subramaniam | Management | For | Voted - For |
Elect Director V. James Vena | Management | For | Voted - For |
Elect Director Paul S. Walsh | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Alignment Between Company Values and | |||
Electioneering Contributions | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Racism in Corporate Culture | Shareholder | Against | Voted - Against |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
FIDELITY NATIONAL FINANCIAL, INC. | |||
Security ID: 31620R303 Ticker: FNF | |||
Meeting Date: 14-Jun-23 | |||
Elect Director William P. Foley, II | Management | For | Voted - For |
Elect Director Douglas K. Ammerman | Management | For | Voted - For |
Elect Director Thomas M. Hagerty | Management | For | Voted - For |
Elect Director Peter O. Shea, Jr. | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
FIDELITY NATIONAL INFORMATION SERVICES, INC. | |||
Security ID: 31620M106 Ticker: FIS | |||
Meeting Date: 24-May-23 | |||
Elect Director Lee Adrean | Management | For | Voted - For |
Elect Director Ellen R. Alemany | Management | For | Voted - For |
Elect Director Mark D. Benjamin | Management | For | Voted - For |
Elect Director Vijay G. D'Silva | Management | For | Voted - For |
Elect Director Stephanie L. Ferris | Management | For | Voted - For |
Elect Director Jeffrey A. Goldstein | Management | For | Voted - For |
Elect Director Lisa A. Hook | Management | For | Voted - For |
Elect Director Kenneth T. Lamneck | Management | For | Voted - For |
91
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Gary L. Lauer | Management | For | Voted - For |
Elect Director Louise M. Parent | Management | For | Voted - For |
Elect Director Brian T. Shea | Management | For | Voted - For |
Elect Director James B. Stallings, Jr. | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
FIFTH THIRD BANCORP | |||
Security ID: 316773100 Ticker: FITB | |||
Meeting Date: 18-Apr-23 | |||
Elect Director Nicholas K. Akins | Management | For | Voted - For |
Elect Director B. Evan Bayh, III | Management | For | Voted - For |
Elect Director Jorge L. Benitez | Management | For | Voted - For |
Elect Director Katherine B. Blackburn | Management | For | Voted - For |
Elect Director Emerson L. Brumback | Management | For | Voted - For |
Elect Director Linda W. Clement-Holmes | Management | For | Voted - For |
Elect Director C. Bryan Daniels | Management | For | Voted - For |
Elect Director Mitchell S. Feiger | Management | For | Voted - For |
Elect Director Thomas H. Harvey | Management | For | Voted - For |
Elect Director Gary R. Heminger | Management | For | Voted - For |
Elect Director Eileen A. Mallesch | Management | For | Voted - For |
Elect Director Michael B. McCallister | Management | For | Voted - For |
Elect Director Timothy N. Spence | Management | For | Voted - For |
Elect Director Marsha C. Williams | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
FIRST CITIZENS BANCSHARES, INC. | |||
Security ID: 31946M103 Ticker: FCNCA | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Ellen R. Alemany | Management | For | Voted - For |
Elect Director John M. Alexander, Jr. | Management | For | Voted - For |
Elect Director Victor E. Bell, III | Management | For | Voted - Withheld |
Elect Director Peter M. Bristow | Management | For | Voted - For |
Elect Director Hope H. Bryant | Management | For | Voted - For |
Elect Director Michael A. Carpenter | Management | For | Voted - Withheld |
Elect Director H. Lee Durham, Jr. | Management | For | Voted - Withheld |
Elect Director Eugene Flood, Jr. | Management | For | Voted - For |
Elect Director Frank B. Holding, Jr. | Management | For | Voted - For |
Elect Director Robert R. Hoppe | Management | For | Voted - For |
Elect Director Floyd L. Keels | Management | For | Voted - For |
92
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Robert E. Mason, IV | Management | For | Voted - Withheld |
Elect Director Robert T. Newcomb | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Increase Authorized Common Stock | Management | For | Voted - For |
Increase Authorized Preferred Stock | Management | For | Voted - Against |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Officers | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
FIRST SOLAR, INC. | |||
Security ID: 336433107 Ticker: FSLR | |||
Meeting Date: 09-May-23 | |||
Elect Director Michael J. Ahearn | Management | For | Voted - For |
Elect Director Richard D. Chapman | Management | For | Voted - For |
Elect Director Anita Marangoly George | Management | For | Voted - For |
Elect Director George A. ("Chip") Hambro | Management | For | Voted - For |
Elect Director Molly E. Joseph | Management | For | Voted - For |
Elect Director Craig Kennedy | Management | For | Voted - For |
Elect Director Lisa A. Kro | Management | For | Voted - For |
Elect Director William J. Post | Management | For | Voted - For |
Elect Director Paul H. Stebbins | Management | For | Voted - For |
Elect Director Michael T. Sweeney | Management | For | Voted - For |
Elect Director Mark R. Widmar | Management | For | Voted - For |
Elect Director Norman L. Wright | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
FIRSTENERGY CORPORATION | |||
Security ID: 337932107 Ticker: FE | |||
Meeting Date: 24-May-23 | |||
Elect Director Jana T. Croom | Management | For | Voted - For |
Elect Director Steven J. Demetriou | Management | For | Voted - For |
Elect Director Lisa Winston Hicks | Management | For | Voted - For |
Elect Director Paul Kaleta | Management | For | Voted - For |
Elect Director Sean T. Klimczak | Management | For | Voted - For |
Elect Director Jesse A. Lynn | Management | For | Voted - For |
Elect Director James F. O'Neil, III | Management | For | Voted - For |
Elect Director John W. Somerhalder, II | Management | For | Voted - For |
Elect Director Andrew Teno | Management | For | Voted - For |
Elect Director Leslie M. Turner | Management | For | Voted - For |
93
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Melvin Williams | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting to 20% | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
Establish a New Board Committee on Decarbonization | |||
Risk | Shareholder | Against | Voted - Against |
FISERV, INC. | |||
Security ID: 337738108 Ticker: FISV | |||
Meeting Date: 17-May-23 | |||
Elect Director Frank J. Bisignano | Management | For | Voted - For |
Elect Director Henrique de Castro | Management | For | Voted - For |
Elect Director Harry F. DiSimone | Management | For | Voted - For |
Elect Director Dylan G. Haggart | Management | For | Voted - For |
Elect Director Wafaa Mamilli | Management | For | Voted - For |
Elect Director Heidi G. Miller | Management | For | Voted - For |
Elect Director Doyle R. Simons | Management | For | Voted - For |
Elect Director Kevin M. Warren | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chairman | Shareholder | Against | Voted - Against |
FLEETCOR TECHNOLOGIES, INC. | |||
Security ID: 339041105 Ticker: FLT | |||
Meeting Date: 09-Jun-23 | |||
Elect Director Steven T. Stull | Management | For | Voted - Against |
Elect Director Annabelle Bexiga | Management | For | Voted - For |
Elect Director Michael Buckman | Management | For | Voted - For |
Elect Director Ronald F. Clarke | Management | For | Voted - For |
Elect Director Joseph W. Farrelly | Management | For | Voted - Against |
Elect Director Rahul Gupta | Management | For | Voted - For |
Elect Director Thomas M. Hagerty | Management | For | Voted - Against |
Elect Director Archie L. Jones, Jr. | Management | For | Voted - For |
Elect Director Hala G. Moddelmog | Management | For | Voted - Against |
Elect Director Richard Macchia | Management | For | Voted - For |
Elect Director Jeffrey S. Sloan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
94
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
FMC CORPORATION | |||
Security ID: 302491303 Ticker: FMC | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Pierre Brondeau | Management | For | Voted - For |
Elect Director Eduardo E. Cordeiro | Management | For | Voted - For |
Elect Director Carol Anthony ("John") Davidson | Management | For | Voted - For |
Elect Director Mark Douglas | Management | For | Voted - For |
Elect Director Kathy L. Fortmann | Management | For | Voted - For |
Elect Director C. Scott Greer | Management | For | Voted - For |
Elect Director K'Lynne Johnson | Management | For | Voted - For |
Elect Director Dirk A. Kempthorne | Management | For | Voted - For |
Elect Director Margareth Ovrum | Management | For | Voted - For |
Elect Director Robert C. Pallash | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
FORD MOTOR COMPANY | |||
Security ID: 345370860 Ticker: F | |||
Meeting Date: 11-May-23 | |||
Elect Director Kimberly A. Casiano | Management | For | Voted - For |
Elect Director Alexandra Ford English | Management | For | Voted - For |
Elect Director James D. Farley, Jr. | Management | For | Voted - For |
Elect Director Henry Ford, III | Management | For | Voted - For |
Elect Director William Clay Ford, Jr. | Management | For | Voted - Against |
Elect Director William W. Helman, IV | Management | For | Voted - For |
Elect Director Jon M. Huntsman, Jr. | Management | For | Voted - For |
Elect Director William E. Kennard | Management | For | Voted - Against |
Elect Director John C. May | Management | For | Voted - For |
Elect Director Beth E. Mooney | Management | For | Voted - For |
Elect Director Lynn Vojvodich Radakovich | Management | For | Voted - For |
Elect Director John L. Thornton | Management | For | Voted - For |
Elect Director John B. Veihmeyer | Management | For | Voted - For |
Elect Director John S. Weinberg | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
95
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - Against |
Approve Recapitalization Plan for all Stock to Have | |||
One-vote per Share | Shareholder | Against | Voted - For |
Report on Reliance on Child Labor in Supply Chain | Shareholder | Against | Voted - Against |
Report on Animal Testing Practices | Shareholder | Against | Voted - Against |
FORTINET, INC. | |||
Security ID: 34959E109 Ticker: FTNT | |||
Meeting Date: 16-Jun-23 | |||
Elect Director Ken Xie | Management | For | Voted - For |
Elect Director Michael Xie | Management | For | Voted - For |
Elect Director Kenneth A. Goldman | Management | For | Voted - For |
Elect Director Ming Hsieh | Management | For | Voted - For |
Elect Director Jean Hu | Management | For | Voted - For |
Elect Director William H. Neukom | Management | For | Voted - For |
Elect Director Judith Sim | Management | For | Voted - For |
Elect Director Admiral James Stavridis (Ret) | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditor | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Amend Certificate of Incorporation to Limit the | |||
Liability of Officers | Management | For | Voted - For |
FORTIVE CORPORATION | |||
Security ID: 34959J108 Ticker: FTV | |||
Meeting Date: 06-Jun-23 | |||
Elect Director Eric Branderiz | Management | For | Voted - For |
Elect Director Daniel L. Comas | Management | For | Voted - For |
Elect Director Sharmistha Dubey | Management | For | Voted - For |
Elect Director Rejji P. Hayes | Management | For | Voted - For |
Elect Director Wright Lassiter, III | Management | For | Voted - For |
Elect Director James A. Lico | Management | For | Voted - For |
Elect Director Kate D. Mitchell | Management | For | Voted - Against |
Elect Director Jeannine Sargent | Management | For | Voted - For |
Elect Director Alan G. Spoon | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
96
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
FOX CORPORATION | |||
Security ID: 35137L105 Ticker: FOXA | |||
Meeting Date: 03-Nov-22 | |||
Elect Director K. Rupert Murdoch | Management | For | Voted - For |
Elect Director Lachlan K. Murdoch | Management | For | Voted - For |
Elect Director William A. Burck | Management | For | Voted - For |
Elect Director Chase Carey | Management | For | Voted - For |
Elect Director Anne Dias | Management | For | Voted - For |
Elect Director Roland A. Hernandez | Management | For | Voted - For |
Elect Director Jacques Nasser | Management | For | Voted - For |
Elect Director Paul D. Ryan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Articles of Incorporation To Provide for | |||
Exculpation Provision | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
FRANKLIN RESOURCES, INC. | |||
Security ID: 354613101 Ticker: BEN | |||
Meeting Date: 07-Feb-23 | |||
Elect Director Mariann Byerwalter | Management | For | Voted - For |
Elect Director Alexander S. Friedman | Management | For | Voted - For |
Elect Director Gregory E. Johnson | Management | For | Voted - For |
Elect Director Jennifer M. Johnson | Management | For | Voted - For |
Elect Director Rupert H. Johnson, Jr. | Management | For | Voted - For |
Elect Director John Y. Kim | Management | For | Voted - For |
Elect Director Karen M. King | Management | For | Voted - For |
Elect Director Anthony J. Noto | Management | For | Voted - For |
Elect Director John W. Thiel | Management | For | Voted - For |
Elect Director Seth H. Waugh | Management | For | Voted - For |
Elect Director Geoffrey Y. Yang | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
FREEPORT-MCMORAN, INC. | |||
Security ID: 35671D857 Ticker: FCX | |||
Meeting Date: 06-Jun-23 | |||
Elect Director David P. Abney | Management | For | Voted - For |
Elect Director Richard C. Adkerson | Management | For | Voted - For |
97
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Marcela E. Donadio | Management | For | Voted - For |
Elect Director Robert W. Dudley | Management | For | Voted - For |
Elect Director Hugh Grant | Management | For | Voted - For |
Elect Director Lydia H. Kennard | Management | For | Voted - For |
Elect Director Ryan M. Lance | Management | For | Voted - For |
Elect Director Sara Grootwassink Lewis | Management | For | Voted - For |
Elect Director Dustan E. McCoy | Management | For | Voted - For |
Elect Director Kathleen L. Quirk | Management | For | Voted - For |
Elect Director John J. Stephens | Management | For | Voted - For |
Elect Director Frances Fragos Townsend | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
GARMIN LTD. | |||
Security ID: H2906T109 Ticker: GRMN | |||
Meeting Date: 09-Jun-23 | |||
Accept Consolidated Financial Statements and | |||
Statutory Reports | Management | For | Voted - For |
Approve Allocation of Income and Dividends | Management | For | Voted - For |
Approve Dividends | Management | For | Voted - For |
Approve Discharge of Board and Senior Management | Management | For | Voted - For |
Elect Director Jonathan C. Burrell | Management | For | Voted - For |
Elect Director Joseph J. Hartnett | Management | For | Voted - For |
Elect Director Min H. Kao | Management | For | Voted - For |
Elect Director Catherine A. Lewis | Management | For | Voted - For |
Elect Director Charles W. Peffer | Management | For | Voted - For |
Elect Director Clifton A. Pemble | Management | For | Voted - For |
Elect Min H. Kao as Board Chairman | Management | For | Voted - For |
Appoint Jonathan C. Burrell as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Appoint Joseph J. Hartnett as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Appoint Catherine A. Lewis as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Appoint Charles W. Peffer as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Designate Wuersch & Gering LLP as Independent Proxy | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors and Ernst & | |||
Young Ltd as Statutory Auditor | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote on the Swiss Statutory Compensation | |||
Report | Management | For | Voted - For |
Approve Fiscal Year 2024 Maximum Aggregate | |||
Compensation for the Executive Management | Management | For | Voted - For |
98
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Approve Maximum Aggregate Compensation for the | |||
Board of Directors for the Period Between the 2023 | |||
AGM and the 2024 AGM | Management | For | Voted - For |
Cancel Repurchased Shares | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Amend Non-Employee Director Omnibus Stock Plan | Management | For | Voted - For |
Approve Reduction of Par Value | Management | For | Voted - For |
Approve Conversion of Currency of the Share Capital | |||
from CHF to USD | Management | For | Voted - For |
Amend Articles to Reflect Changes in Capital | Management | For | Voted - For |
Amend Articles Re: Addressing Shares, Shareholder | |||
Rights and General Meeting | Management | For | Voted - For |
Amend Articles Re: Addressing Board, Compensation | |||
and Related Matters | Management | For | Voted - For |
GARTNER, INC. | |||
Security ID: 366651107 Ticker: IT | |||
Meeting Date: 01-Jun-23 | |||
Elect Director Peter E. Bisson | Management | For | Voted - For |
Elect Director Richard J. Bressler | Management | For | Voted - For |
Elect Director Raul E. Cesan | Management | For | Voted - For |
Elect Director Karen E. Dykstra | Management | For | Voted - For |
Elect Director Diana S. Ferguson | Management | For | Voted - For |
Elect Director Anne Sutherland Fuchs | Management | For | Voted - For |
Elect Director William O. Grabe | Management | For | Voted - For |
Elect Director Jose M. Gutierrez | Management | For | Voted - For |
Elect Director Eugene A. Hall | Management | For | Voted - For |
Elect Director Stephen G. Pagliuca | Management | For | Voted - For |
Elect Director Eileen M. Serra | Management | For | Voted - For |
Elect Director James C. Smith | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
GE HEALTHCARE TECHNOLOGIES, INC. | |||
Security ID: 36266G107 Ticker: GEHC | |||
Meeting Date: 23-May-23 | |||
Elect Director Peter J. Arduini | Management | For | Voted - For |
Elect Director H. Lawrence Culp, Jr. | Management | For | Voted - For |
Elect Director Rodney F. Hochman | Management | For | Voted - For |
Elect Director Lloyd W. Howell, Jr. | Management | For | Voted - For |
Elect Director Risa Lavizzo-Mourey | Management | For | Voted - For |
Elect Director Catherine Lesjak | Management | For | Voted - For |
99
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Anne T. Madden | Management | For | Voted - For |
Elect Director Tomislav Mihaljevic | Management | For | Voted - For |
Elect Director William J. Stromberg | Management | For | Voted - For |
Elect Director Phoebe L. Yang | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
GENERAL DYNAMICS CORPORATION | |||
Security ID: 369550108 Ticker: GD | |||
Meeting Date: 03-May-23 | |||
Elect Director Richard D. Clarke | Management | For | Voted - For |
Elect Director James S. Crown | Management | For | Voted - For |
Elect Director Rudy F. deLeon | Management | For | Voted - For |
Elect Director Cecil D. Haney | Management | For | Voted - For |
Elect Director Mark M. Malcolm | Management | For | Voted - For |
Elect Director James N. Mattis | Management | For | Voted - For |
Elect Director Phebe N. Novakovic | Management | For | Voted - For |
Elect Director C. Howard Nye | Management | For | Voted - For |
Elect Director Catherine B. Reynolds | Management | For | Voted - For |
Elect Director Laura J. Schumacher | Management | For | Voted - For |
Elect Director Robert K. Steel | Management | For | Voted - For |
Elect Director John G. Stratton | Management | For | Voted - For |
Elect Director Peter A. Wall | Management | For | Voted - For |
Amend Certificate of Incorporation to Limit the | |||
Liability of Certain Officers | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Human Rights Risk Assessment | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
GENERAL ELECTRIC COMPANY | |||
Security ID: 369604301 Ticker: GE | |||
Meeting Date: 03-May-23 | |||
Elect Director Stephen Angel | Management | For | Voted - For |
Elect Director Sebastien Bazin | Management | For | Voted - For |
Elect Director H. Lawrence Culp, Jr. | Management | For | Voted - For |
Elect Director Edward Garden | Management | For | Voted - For |
Elect Director Isabella Goren | Management | For | Voted - For |
Elect Director Thomas Horton | Management | For | Voted - For |
Elect Director Catherine Lesjak | Management | For | Voted - For |
100
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Darren McDew | Management | For | Voted - For |
Elect Director Paula Rosput Reynolds | Management | For | Voted - For |
Elect Director Jessica Uhl | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chairman | Shareholder | Against | Voted - Against |
Hire Investment Bank to Explore Sale of Company | Shareholder | Against | Voted - Against |
Issue Audited Report on Fiduciary Relevance of | |||
Decarbonization Goal | Shareholder | Against | Voted - Against |
Issue Audited Report on Impact of IEA Net-Zero | |||
Emissions by 2050 Scenario | Shareholder | Against | Voted - Against |
GENERAL MILLS, INC. | |||
Security ID: 370334104 Ticker: GIS | |||
Meeting Date: 27-Sep-22 | |||
Elect Director R. Kerry Clark | Management | For | Voted - For |
Elect Director David M. Cordani | Management | For | Voted - For |
Elect Director C. Kim Goodwin | Management | For | Voted - For |
Elect Director Jeffrey L. Harmening | Management | For | Voted - For |
Elect Director Maria G. Henry | Management | For | Voted - For |
Elect Director Jo Ann Jenkins | Management | For | Voted - For |
Elect Director Elizabeth C. Lempres | Management | For | Voted - For |
Elect Director Diane L. Neal | Management | For | Voted - For |
Elect Director Steve Odland | Management | For | Voted - For |
Elect Director Maria A. Sastre | Management | For | Voted - For |
Elect Director Eric D. Sprunk | Management | For | Voted - For |
Elect Director Jorge A. Uribe | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Absolute Plastic Packaging Use Reduction | Shareholder | Against | Voted - Against |
GENERAL MOTORS COMPANY | |||
Security ID: 37045V100 Ticker: GM | |||
Meeting Date: 20-Jun-23 | |||
Elect Director Mary T. Barra | Management | For | Voted - For |
Elect Director Aneel Bhusri | Management | For | Voted - For |
Elect Director Wesley G. Bush | Management | For | Voted - For |
Elect Director Joanne C. Crevoiserat | Management | For | Voted - For |
Elect Director Linda R. Gooden | Management | For | Voted - For |
Elect Director Joseph Jimenez | Management | For | Voted - For |
101
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Jonathan McNeill | Management | For | Voted - For |
Elect Director Judith A. Miscik | Management | For | Voted - For |
Elect Director Patricia F. Russo | Management | For | Voted - For |
Elect Director Thomas M. Schoewe | Management | For | Voted - For |
Elect Director Mark A. Tatum | Management | For | Voted - For |
Elect Director Jan E. Tighe | Management | For | Voted - For |
Elect Director Devin N. Wenig | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Provide Right to Act by Written Consent | Shareholder | Against | Voted - Against |
Report on Setting Sustainable Sourcing Targets | Shareholder | Against | Voted - Against |
GENUINE PARTS COMPANY | |||
Security ID: 372460105 Ticker: GPC | |||
Meeting Date: 01-May-23 | |||
Elect Director Elizabeth W. Camp | Management | For | Voted - For |
Elect Director Richard Cox, Jr. | Management | For | Voted - For |
Elect Director Paul D. Donahue | Management | For | Voted - For |
Elect Director Gary P. Fayard | Management | For | Voted - For |
Elect Director P. Russell Hardin | Management | For | Voted - For |
Elect Director John R. Holder | Management | For | Voted - For |
Elect Director Donna W. Hyland | Management | For | Voted - For |
Elect Director John D. Johns | Management | For | Voted - For |
Elect Director Jean-Jacques Lafont | Management | For | Voted - For |
Elect Director Robert C. "Robin" Loudermilk, Jr. | Management | For | Voted - For |
Elect Director Wendy B. Needham | Management | For | Voted - For |
Elect Director Juliette W. Pryor | Management | For | Voted - For |
Elect Director E. Jenner Wood, III | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
GILEAD SCIENCES, INC. | |||
Security ID: 375558103 Ticker: GILD | |||
Meeting Date: 03-May-23 | |||
Elect Director Jacqueline K. Barton | Management | For | Voted - For |
Elect Director Jeffrey A. Bluestone | Management | For | Voted - For |
Elect Director Sandra J. Horning | Management | For | Voted - For |
Elect Director Kelly A. Kramer | Management | For | Voted - For |
Elect Director Kevin E. Lofton | Management | For | Voted - For |
102
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Harish Manwani | Management | For | Voted - For |
Elect Director Daniel P. O'Day | Management | For | Voted - For |
Elect Director Javier J. Rodriguez | Management | For | Voted - For |
Elect Director Anthony Welters | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Require More Director Nominations Than Open Seats | Shareholder | Against | Voted - Against |
Amend Right to Call Special Meeting | Shareholder | Against | Voted - Against |
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
GLOBAL PAYMENTS INC. | |||
Security ID: 37940X102 Ticker: GPN | |||
Meeting Date: 27-Apr-23 | |||
Elect Director F. Thaddeus Arroyo | Management | For | Voted - For |
Elect Director Robert H.B. Baldwin, Jr. | Management | For | Voted - For |
Elect Director John G. Bruno | Management | For | Voted - For |
Elect Director Joia M. Johnson | Management | For | Voted - For |
Elect Director Ruth Ann Marshall | Management | For | Voted - For |
Elect Director Connie D. McDaniel | Management | For | Voted - For |
Elect Director Joseph H. Osnoss | Management | For | Voted - For |
Elect Director William B. Plummer | Management | For | Voted - For |
Elect Director Jeffrey S. Sloan | Management | For | Voted - For |
Elect Director John T. Turner | Management | For | Voted - For |
Elect Director M. Troy Woods | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
GLOBE LIFE INC. | |||
Security ID: 37959E102 Ticker: GL | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Linda L. Addison | Management | For | Voted - For |
Elect Director Marilyn A. Alexander | Management | For | Voted - For |
Elect Director Cheryl D. Alston | Management | For | Voted - For |
Elect Director Mark A. Blinn | Management | For | Voted - For |
Elect Director James P. Brannen | Management | For | Voted - For |
Elect Director Jane Buchan | Management | For | Voted - For |
Elect Director Alice S. Cho | Management | For | Voted - For |
103
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director J. Matthew Darden | Management | For | Voted - For |
Elect Director Steven P. Johnson | Management | For | Voted - For |
Elect Director David A. Rodriguez | Management | For | Voted - For |
Elect Director Frank M. Svoboda | Management | For | Voted - For |
Elect Director Mary E. Thigpen | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Officers | Management | For | Voted - For |
GODADDY INC. | |||
Security ID: 380237107 Ticker: GDDY | |||
Meeting Date: 07-Jun-23 | |||
Elect Director Mark Garrett | Management | For | Voted - For |
Elect Director Srinivas (Srini) Tallapragada | Management | For | Voted - For |
Elect Director Sigal Zarmi | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
GRACO INC. | |||
Security ID: 384109104 Ticker: GGG | |||
Meeting Date: 28-Apr-23 | |||
Elect Director Lee R. Mitau | Management | For | Voted - For |
Elect Director Martha A. Morfitt | Management | For | Voted - For |
Elect Director Mark W. Sheahan | Management | For | Voted - For |
Elect Director Kevin J. Wheeler | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
HALLIBURTON COMPANY | |||
Security ID: 406216101 Ticker: HAL | |||
Meeting Date: 17-May-23 | |||
Elect Director Abdulaziz F. Al Khayyal | Management | For | Voted - For |
Elect Director William E. Albrecht | Management | For | Voted - For |
Elect Director M. Katherine Banks | Management | For | Voted - For |
Elect Director Alan M. Bennett | Management | For | Voted - For |
104
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Milton Carroll | Management | For | Voted - For |
Elect Director Earl M. Cummings | Management | For | Voted - For |
Elect Director Murry S. Gerber | Management | For | Voted - For |
Elect Director Robert A. Malone | Management | For | Voted - For |
Elect Director Jeffrey A. Miller | Management | For | Voted - For |
Elect Director Bhavesh V. (Bob) Patel | Management | For | Voted - For |
Elect Director Maurice S. Smith | Management | For | Voted - For |
Elect Director Janet L. Weiss | Management | For | Voted - For |
Elect Director Tobi M. Edwards Young | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Limit the | |||
Liability of Certain Officers | Management | For | Voted - For |
Amend Certificate of Incorporation | Management | For | Voted - For |
HCA HEALTHCARE, INC. | |||
Security ID: 40412C101 Ticker: HCA | |||
Meeting Date: 19-Apr-23 | |||
Elect Director Thomas F. Frist, III | Management | For | Voted - For |
Elect Director Samuel N. Hazen | Management | For | Voted - For |
Elect Director Meg G. Crofton | Management | For | Voted - For |
Elect Director Robert J. Dennis | Management | For | Voted - For |
Elect Director Nancy-Ann DeParle | Management | For | Voted - For |
Elect Director William R. Frist | Management | For | Voted - For |
Elect Director Hugh F. Johnston | Management | For | Voted - For |
Elect Director Michael W. Michelson | Management | For | Voted - For |
Elect Director Wayne J. Riley | Management | For | Voted - For |
Elect Director Andrea B. Smith | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Approve Nonqualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Report on Political Contributions and Expenditures | Shareholder | Against | Voted - Against |
Amend Charter of Patient Safety and Quality of Care | |||
Committee | Shareholder | Against | Voted - For |
HEICO CORPORATION | |||
Security ID: 422806109 Ticker: HEI | |||
Meeting Date: 17-Mar-23 | |||
Elect Director Thomas M. Culligan | Management | For | Voted - For |
Elect Director Carol F. Fine | Management | For | Voted - For |
Elect Director Adolfo Henriques | Management | For | Voted - For |
Elect Director Mark H. Hildebrandt | Management | For | Voted - Withheld |
105
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Eric A. Mendelson | Management | For | Voted - For |
Elect Director Laurans A. Mendelson | Management | For | Voted - For |
Elect Director Victor H. Mendelson | Management | For | Voted - For |
Elect Director Julie Neitzel | Management | For | Voted - For |
Elect Director Alan Schriesheim | Management | For | Voted - Withheld |
Elect Director Frank J. Schwitter | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Elect Director Thomas M. Culligan | Management | For | Voted - For |
Elect Director Carol F. Fine | Management | For | Voted - For |
Elect Director Adolfo Henriques | Management | For | Voted - For |
Elect Director Mark H. Hildebrandt | Management | For | Voted - Withheld |
Elect Director Eric A. Mendelson | Management | For | Voted - For |
Elect Director Laurans A. Mendelson | Management | For | Voted - For |
Elect Director Victor H. Mendelson | Management | For | Voted - For |
Elect Director Julie Neitzel | Management | For | Voted - For |
Elect Director Alan Schriesheim | Management | For | Voted - Withheld |
Elect Director Frank J. Schwitter | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
HESS CORPORATION | |||
Security ID: 42809H107 Ticker: HES | |||
Meeting Date: 17-May-23 | |||
Elect Director Terrence J. Checki | Management | For | Voted - For |
Elect Director Leonard S. Coleman, Jr. | Management | For | Voted - For |
Elect Director Lisa Glatch | Management | For | Voted - For |
Elect Director John B. Hess | Management | For | Voted - For |
Elect Director Edith E. Holiday | Management | For | Voted - For |
Elect Director Marc S. Lipschultz | Management | For | Voted - For |
Elect Director Raymond J. McGuire | Management | For | Voted - For |
Elect Director David McManus | Management | For | Voted - For |
Elect Director Kevin O. Meyers | Management | For | Voted - For |
Elect Director Karyn F. Ovelmen | Management | For | Voted - For |
Elect Director James H. Quigley | Management | For | Voted - For |
Elect Director William G. Schrader | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
106
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
HEWLETT PACKARD ENTERPRISE COMPANY | |||
Security ID: 42824C109 Ticker: HPE | |||
Meeting Date: 05-Apr-23 | |||
Elect Director Daniel Ammann | Management | For | Voted - For |
Elect Director Pamela L. Carter | Management | For | Voted - For |
Elect Director Frank A. D'Amelio | Management | For | Voted - For |
Elect Director Regina E. Dugan | Management | For | Voted - For |
Elect Director Jean M. Hobby | Management | For | Voted - For |
Elect Director Raymond J. Lane | Management | For | Voted - For |
Elect Director Ann M. Livermore | Management | For | Voted - For |
Elect Director Antonio F. Neri | Management | For | Voted - For |
Elect Director Charles H. Noski | Management | For | Voted - For |
Elect Director Raymond E. Ozzie | Management | For | Voted - For |
Elect Director Gary M. Reiner | Management | For | Voted - For |
Elect Director Patricia F. Russo | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
HF SINCLAIR CORPORATION | |||
Security ID: 403949100 Ticker: DINO | |||
Meeting Date: 24-May-23 | |||
Elect Director Anne-Marie N. Ainsworth | Management | For | Voted - For |
Elect Director Anna C. Catalano | Management | For | Voted - For |
Elect Director Leldon E. Echols | Management | For | Voted - For |
Elect Director Manuel J. Fernandez | Management | For | Voted - For |
Elect Director Timothy Go | Management | For | Voted - For |
Elect Director Rhoman J. Hardy | Management | For | Voted - For |
Elect Director R. Craig Knocke | Management | For | Voted - For |
Elect Director Robert J. Kostelnik | Management | For | Voted - For |
Elect Director James H. Lee | Management | For | Voted - For |
Elect Director Ross B. Matthews | Management | For | Voted - For |
Elect Director Franklin Myers | Management | For | Voted - For |
Elect Director Norman J. Szydlowski | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
107
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
HILTON WORLDWIDE HOLDINGS INC. | |||
Security ID: 43300A203 Ticker: HLT | |||
Meeting Date: 18-May-23 | |||
Elect Director Christopher J. Nassetta | Management | For | Voted - For |
Elect Director Jonathan D. Gray | Management | For | Voted - For |
Elect Director Charlene T. Begley | Management | For | Voted - For |
Elect Director Chris Carr | Management | For | Voted - For |
Elect Director Melanie L. Healey | Management | For | Voted - For |
Elect Director Raymond E. Mabus, Jr. | Management | For | Voted - For |
Elect Director Judith A. McHale | Management | For | Voted - For |
Elect Director Elizabeth A. Smith | Management | For | Voted - For |
Elect Director Douglas M. Steenland | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
HOLOGIC, INC. | |||
Security ID: 436440101 Ticker: HOLX | |||
Meeting Date: 09-Mar-23 | |||
Elect Director Stephen P. MacMillan | Management | For | Voted - For |
Elect Director Sally W. Crawford | Management | For | Voted - Against |
Elect Director Charles J. Dockendorff | Management | For | Voted - For |
Elect Director Scott T. Garrett | Management | For | Voted - Against |
Elect Director Ludwig N. Hantson | Management | For | Voted - Against |
Elect Director Namal Nawana | Management | For | Voted - Against |
Elect Director Christiana Stamoulis | Management | For | Voted - For |
Elect Director Stacey D. Stewart | Management | For | Voted - For |
Elect Director Amy M. Wendell | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
HONEYWELL INTERNATIONAL INC. | |||
Security ID: 438516106 Ticker: HON | |||
Meeting Date: 19-May-23 | |||
Elect Director Darius Adamczyk | Management | For | Voted - For |
Elect Director Duncan Angove | Management | For | Voted - For |
Elect Director William S. Ayer | Management | For | Voted - For |
Elect Director Kevin Burke | Management | For | Voted - For |
108
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director D. Scott Davis | Management | For | Voted - For |
Elect Director Deborah Flint | Management | For | Voted - For |
Elect Director Vimal Kapur | Management | For | Voted - For |
Elect Director Rose Lee | Management | For | Voted - For |
Elect Director Grace Lieblein | Management | For | Voted - For |
Elect Director Robin L. Washington | Management | For | Voted - For |
Elect Director Robin Watson | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Issue Environmental Justice Report | Shareholder | Against | Voted - Against |
HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY | |||
Security ID: G46188101 Ticker: HZNP | |||
Meeting Date: 24-Feb-23 | |||
Approve Scheme of Arrangement | Management | For | Voted - For |
Amend Articles of Association | Management | For | Voted - For |
Advisory Vote on Golden Parachutes | Management | For | Voted - For |
Adjourn Meeting | Management | For | Voted - For |
HORMEL FOODS CORPORATION | |||
Security ID: 440452100 Ticker: HRL | |||
Meeting Date: 31-Jan-23 | |||
Elect Director Prama Bhatt | Management | For | Voted - For |
Elect Director Gary C. Bhojwani | Management | For | Voted - For |
Elect Director Stephen M. Lacy | Management | For | Voted - For |
Elect Director Elsa A. Murano | Management | For | Voted - For |
Elect Director Susan K. Nestegard | Management | For | Voted - For |
Elect Director William A. Newlands | Management | For | Voted - For |
Elect Director Christopher J. Policinski | Management | For | Voted - For |
Elect Director Jose Luis Prado | Management | For | Voted - For |
Elect Director Sally J. Smith | Management | For | Voted - For |
Elect Director James P. Snee | Management | For | Voted - For |
Elect Director Steven A. White | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Comply with World Health Organization Guidelines on | |||
Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Voted - Against |
109
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
HOWMET AEROSPACE INC. | |||
Security ID: 443201108 Ticker: HWM | |||
Meeting Date: 17-May-23 | |||
Elect Director James F. Albaugh | Management | For | Voted - For |
Elect Director Amy E. Alving | Management | For | Voted - For |
Elect Director Sharon R. Barner | Management | For | Voted - For |
Elect Director Joseph S. Cantie | Management | For | Voted - For |
Elect Director Robert F. Leduc | Management | For | Voted - For |
Elect Director David J. Miller | Management | For | Voted - For |
Elect Director Jody G. Miller | Management | For | Voted - For |
Elect Director John C. Plant | Management | For | Voted - For |
Elect Director Ulrich R. Schmidt | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Provide Right to Call a Special Meeting at a 10 | |||
Percent Ownership Threshold | Shareholder | Against | Voted - Against |
HP INC. | |||
Security ID: 40434L105 Ticker: HPQ | |||
Meeting Date: 24-Apr-23 | |||
Elect Director Aida M. Alvarez | Management | For | Voted - For |
Elect Director Shumeet Banerji | Management | For | Voted - For |
Elect Director Robert R. Bennett | Management | For | Voted - For |
Elect Director Charles "Chip" V. Bergh | Management | For | Voted - For |
Elect Director Bruce Broussard | Management | For | Voted - For |
Elect Director Stacy Brown-Philpot | Management | For | Voted - Against |
Elect Director Stephanie A. Burns | Management | For | Voted - For |
Elect Director Mary Anne Citrino | Management | For | Voted - For |
Elect Director Richard L. Clemmer | Management | For | Voted - For |
Elect Director Enrique J. Lores | Management | For | Voted - For |
Elect Director Judith "Jami" Miscik | Management | For | Voted - For |
Elect Director Kim K.W. Rucker | Management | For | Voted - For |
Elect Director Subra Suresh | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Provide Right to Act by Written Consent | Shareholder | Against | Voted - Against |
110
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
HUBBELL INCORPORATED | |||
Security ID: 443510607 Ticker: HUBB | |||
Meeting Date: 02-May-23 | |||
Elect Director Gerben W. Bakker | Management | For | Voted - For |
Elect Director Carlos M. Cardoso | Management | For | Voted - For |
Elect Director Anthony J. Guzzi | Management | For | Voted - For |
Elect Director Rhett A. Hernandez | Management | For | Voted - For |
Elect Director Neal J. Keating | Management | For | Voted - For |
Elect Director Bonnie C. Lind | Management | For | Voted - For |
Elect Director John F. Malloy | Management | For | Voted - For |
Elect Director Jennifer M. Pollino | Management | For | Voted - For |
Elect Director John G. Russell | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
HUBSPOT, INC. | |||
Security ID: 443573100 Ticker: HUBS | |||
Meeting Date: 06-Jun-23 | |||
Elect Director Nick Caldwell | Management | For | Voted - Against |
Elect Director Claire Hughes Johnson | Management | For | Voted - Against |
Elect Director Jay Simons | Management | For | Voted - Against |
Elect Director Yamini Rangan | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
HUMANA INC. | |||
Security ID: 444859102 Ticker: HUM | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Raquel C. Bono | Management | For | Voted - For |
Elect Director Bruce D. Broussard | Management | For | Voted - For |
Elect Director Frank A. D'Amelio | Management | For | Voted - For |
Elect Director David T. Feinberg | Management | For | Voted - For |
Elect Director Wayne A. I. Frederick | Management | For | Voted - For |
Elect Director John W. Garratt | Management | For | Voted - For |
Elect Director Kurt J. Hilzinger | Management | For | Voted - For |
Elect Director Karen W. Katz | Management | For | Voted - For |
Elect Director Marcy S. Klevorn | Management | For | Voted - For |
Elect Director William J. McDonald | Management | For | Voted - For |
111
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Jorge S. Mesquita | Management | For | Voted - For |
Elect Director Brad D. Smith | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
HUNTINGTON BANCSHARES INCORPORATED | |||
Security ID: 446150104 Ticker: HBAN | |||
Meeting Date: 19-Apr-23 | |||
Elect Director Alanna Y. Cotton | Management | For | Voted - For |
Elect Director Ann B. (Tanny) Crane | Management | For | Voted - For |
Elect Director Gina D. France | Management | For | Voted - For |
Elect Director J. Michael Hochschwender | Management | For | Voted - For |
Elect Director Richard H. King | Management | For | Voted - For |
Elect Director Katherine M. A. (Allie) Kline | Management | For | Voted - For |
Elect Director Richard W. Neu | Management | For | Voted - For |
Elect Director Kenneth J. Phelan | Management | For | Voted - For |
Elect Director David L. Porteous | Management | For | Voted - For |
Elect Director Roger J. Sit | Management | For | Voted - For |
Elect Director Stephen D. Steinour | Management | For | Voted - For |
Elect Director Jeffrey L. Tate | Management | For | Voted - For |
Elect Director Gary Torgow | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
IDEX CORPORATION | |||
Security ID: 45167R104 Ticker: IEX | |||
Meeting Date: 25-May-23 | |||
Elect Director Katrina L. Helmkamp | Management | For | Voted - For |
Elect Director Mark A. Beck | Management | For | Voted - For |
Elect Director Carl R. Christenson | Management | For | Voted - For |
Elect Director Alejandro Quiroz Centeno | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Hiring of Persons with Arrest or | |||
Incarceration Records | Shareholder | Against | Voted - Against |
112
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
IDEXX LABORATORIES, INC. | |||
Security ID: 45168D104 Ticker: IDXX | |||
Meeting Date: 17-May-23 | |||
Elect Director Daniel M. Junius | Management | For | Voted - For |
Elect Director Lawrence D. Kingsley | Management | For | Voted - For |
Elect Director Sophie V. Vandebroek | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
ILLINOIS TOOL WORKS INC. | |||
Security ID: 452308109 Ticker: ITW | |||
Meeting Date: 05-May-23 | |||
Elect Director Daniel J. Brutto | Management | For | Voted - For |
Elect Director Susan Crown | Management | For | Voted - For |
Elect Director Darell L. Ford | Management | For | Voted - For |
Elect Director Kelly J. Grier | Management | For | Voted - For |
Elect Director James W. Griffith | Management | For | Voted - For |
Elect Director Jay L. Henderson | Management | For | Voted - For |
Elect Director Richard H. Lenny | Management | For | Voted - For |
Elect Director E. Scott Santi | Management | For | Voted - For |
Elect Director David B. Smith, Jr. | Management | For | Voted - For |
Elect Director Pamela B. Strobel | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
ILLUMINA, INC. | |||
Security ID: 452327109 Ticker: ILMN | |||
Meeting Date: 25-May-23 | |||
Elect Management Nominee Director Frances Arnold | Management | For | Do Not Vote |
Elect Management Nominee Director Francis A. deSouza | Management | For | Do Not Vote |
Elect Management Nominee Director Caroline D. Dorsa | Management | For | Do Not Vote |
Elect Management Nominee Director Robert S. Epstein | Management | For | Do Not Vote |
Elect Management Nominee Director Scott Gottlieb | Management | For | Do Not Vote |
Elect Management Nominee Director Gary S. Guthart | Management | For | Do Not Vote |
Elect Management Nominee Director Philip W. Schiller | Management | For | Do Not Vote |
Elect Management Nominee Director Susan E. Siegel | Management | For | Do Not Vote |
Elect Management Nominee Director John W. Thompson | Management | For | Do Not Vote |
113
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Dissident Nominee Director Vincent J. Intrieri | Shareholder | Against | Do Not Vote |
Elect Dissident Nominee Director Jesse A. Lynn | Shareholder | Against | Do Not Vote |
Elect Dissident Nominee Director Andrew J. Teno | Shareholder | Against | Do Not Vote |
Ratify Ernst & Young LLP as Auditors | Management | For | Do Not Vote |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Do Not Vote |
Advisory Vote on Say on Pay Frequency | Management | For | Do Not Vote |
Amend Omnibus Stock Plan | Management | For | Do Not Vote |
Elect Dissident Nominee Director Vincent J. Intrieri | Shareholder | Against | Voted - Withheld |
Elect Dissident Nominee Director Jesse A. Lynn | Shareholder | Against | Voted - Withheld |
Elect Dissident Nominee Director Andrew J. Teno | Shareholder | For | Voted - For |
Elect Management Nominee Director Frances Arnold | Management | For | Voted - For |
Elect Management Nominee Director Caroline D. Dorsa | Management | For | Voted - For |
Elect Management Nominee Director Scott Gottlieb | Management | For | Voted - For |
Elect Management Nominee Director Gary S. Guthart | Management | For | Voted - For |
Elect Management Nominee Director Philip W. Schiller | Management | For | Voted - For |
Elect Management Nominee Director Susan E. Siegel | Management | For | Voted - For |
Elect Management Nominee Director Francis A. deSouza | Management | Against | Voted - For |
Elect Management Nominee Director Robert S. Epstein | Management | Against | Voted - For |
Elect Management Nominee Director John W. Thompson | Management | Withhold | Voted - Withheld |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | Against | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
INCYTE CORPORATION | |||
Security ID: 45337C102 Ticker: INCY | |||
Meeting Date: 14-Jun-23 | |||
Elect Director Julian C. Baker | Management | For | Voted - For |
Elect Director Jean-Jacques Bienaime | Management | For | Voted - For |
Elect Director Otis W. Brawley | Management | For | Voted - For |
Elect Director Paul J. Clancy | Management | For | Voted - For |
Elect Director Jacqualyn A. Fouse | Management | For | Voted - For |
Elect Director Edmund P. Harrigan | Management | For | Voted - For |
Elect Director Katherine A. High | Management | For | Voted - For |
Elect Director Herve Hoppenot | Management | For | Voted - For |
Elect Director Susanne Schaffert | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
114
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
INGERSOLL RAND INC. | |||
Security ID: 45687V106 Ticker: IR | |||
Meeting Date: 15-Jun-23 | |||
Elect Director Vicente Reynal | Management | For | Voted - For |
Elect Director William P. Donnelly | Management | For | Voted - For |
Elect Director Kirk E. Arnold | Management | For | Voted - For |
Elect Director Gary D. Forsee | Management | For | Voted - For |
Elect Director Jennifer Hartsock | Management | For | Voted - For |
Elect Director John Humphrey | Management | For | Voted - For |
Elect Director Marc E. Jones | Management | For | Voted - For |
Elect Director Mark Stevenson | Management | For | Voted - For |
Elect Director Michael Stubblefield | Management | For | Voted - For |
Elect Director Tony L. White | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
INSULET CORPORATION | |||
Security ID: 45784P101 Ticker: PODD | |||
Meeting Date: 23-May-23 | |||
Elect Director Luciana Borio | Management | For | Voted - For |
Elect Director Michael R. Minogue | Management | For | Voted - For |
Elect Director Corinne H. Nevinny | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Grant Thornton LLP as Auditors | Management | For | Voted - For |
INTEL CORPORATION | |||
Security ID: 458140100 Ticker: INTC | |||
Meeting Date: 11-May-23 | |||
Elect Director Patrick P. Gelsinger | Management | For | Voted - For |
Elect Director James J. Goetz | Management | For | Voted - For |
Elect Director Andrea J. Goldsmith | Management | For | Voted - For |
Elect Director Alyssa H. Henry | Management | For | Voted - For |
Elect Director Omar Ishrak | Management | For | Voted - For |
Elect Director Risa Lavizzo-Mourey | Management | For | Voted - For |
Elect Director Tsu-Jae King Liu | Management | For | Voted - For |
Elect Director Barbara G. Novick | Management | For | Voted - For |
Elect Director Gregory D. Smith | Management | For | Voted - For |
Elect Director Lip-Bu Tan | Management | For | Voted - For |
115
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Dion J. Weisler | Management | For | Voted - For |
Elect Director Frank D. Yeary | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
Publish Third Party Review of Intel's China | |||
Business ESG Congruence | Shareholder | Against | Voted - Against |
INTERACTIVE BROKERS GROUP, INC. | |||
Security ID: 45841N107 Ticker: IBKR | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Thomas Peterffy | Management | For | Voted - Against |
Elect Director Earl H. Nemser | Management | For | Voted - Against |
Elect Director Milan Galik | Management | For | Voted - Against |
Elect Director Paul J. Brody | Management | For | Voted - Against |
Elect Director Lawrence E. Harris | Management | For | Voted - For |
Elect Director Philip Uhde | Management | For | Voted - For |
Elect Director William Peterffy | Management | For | Voted - Against |
Elect Director Nicole Yuen | Management | For | Voted - Against |
Elect Director Jill Bright | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - Against |
INTERCONTINENTAL EXCHANGE, INC. | |||
Security ID: 45866F104 Ticker: ICE | |||
Meeting Date: 19-May-23 | |||
Elect Director Sharon Y. Bowen | Management | For | Voted - For |
Elect Director Shantella E. Cooper | Management | For | Voted - For |
Elect Director Duriya M. Farooqui | Management | For | Voted - For |
Elect Director The Right Hon. the Lord Hague of | |||
Richmond | Management | For | Voted - For |
Elect Director Mark F. Mulhern | Management | For | Voted - For |
Elect Director Thomas E. Noonan | Management | For | Voted - For |
Elect Director Caroline L. Silver | Management | For | Voted - For |
Elect Director Jeffrey C. Sprecher | Management | For | Voted - For |
Elect Director Judith A. Sprieser | Management | For | Voted - For |
Elect Director Martha A. Tirinnanzi | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
116
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Amend Right to Call Special Meeting | Shareholder | Against | Voted - Against |
INTERNATIONAL BUSINESS MACHINES CORPORATION | |||
Security ID: 459200101 Ticker: IBM | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Thomas Buberl | Management | For | Voted - For |
Elect Director David N. Farr | Management | For | Voted - For |
Elect Director Alex Gorsky | Management | For | Voted - For |
Elect Director Michelle J. Howard | Management | For | Voted - For |
Elect Director Arvind Krishna | Management | For | Voted - For |
Elect Director Andrew N. Liveris | Management | For | Voted - For |
Elect Director F. William McNabb, III | Management | For | Voted - For |
Elect Director Martha E. Pollack | Management | For | Voted - For |
Elect Director Joseph R. Swedish | Management | For | Voted - For |
Elect Director Peter R. Voser | Management | For | Voted - For |
Elect Director Frederick H. Waddell | Management | For | Voted - For |
Elect Director Alfred W. Zollar | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Report on Efforts to Prevent Harassment and | |||
Discrimination in the Workplace | Shareholder | Against | Voted - Against |
INTERNATIONAL FLAVORS & FRAGRANCES INC. | |||
Security ID: 459506101 Ticker: IFF | |||
Meeting Date: 03-May-23 | |||
Elect Director Kathryn J. Boor | Management | For | Voted - For |
Elect Director Barry A. Bruno | Management | For | Voted - For |
Elect Director Frank K. Clyburn, Jr. | Management | For | Voted - For |
Elect Director Mark J. Costa | Management | For | Voted - For |
Elect Director Carol Anthony (John) Davidson | Management | For | Voted - For |
Elect Director Roger W. Ferguson, Jr. | Management | For | Voted - For |
Elect Director John F. Ferraro | Management | For | Voted - For |
Elect Director Christina Gold | Management | For | Voted - For |
Elect Director Gary Hu | Management | For | Voted - For |
Elect Director Kevin O'Byrne | Management | For | Voted - For |
Elect Director Dawn C. Willoughby | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
117
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
INTERNATIONAL PAPER COMPANY | |||
Security ID: 460146103 Ticker: IP | |||
Meeting Date: 08-May-23 | |||
Elect Director Christopher M. Connor | Management | For | Voted - For |
Elect Director Ahmet C. Dorduncu | Management | For | Voted - For |
Elect Director Ilene S. Gordon | Management | For | Voted - For |
Elect Director Anders Gustafsson | Management | For | Voted - For |
Elect Director Jacqueline C. Hinman | Management | For | Voted - For |
Elect Director Clinton A. Lewis, Jr. | Management | For | Voted - For |
Elect Director Donald G. (DG) Macpherson | Management | For | Voted - For |
Elect Director Kathryn D. Sullivan | Management | For | Voted - For |
Elect Director Mark S. Sutton | Management | For | Voted - For |
Elect Director Anton V. Vincent | Management | For | Voted - For |
Elect Director Ray G. Young | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
INTUIT INC. | |||
Security ID: 461202103 Ticker: INTU | |||
Meeting Date: 19-Jan-23 | |||
Elect Director Eve Burton | Management | For | Voted - For |
Elect Director Scott D. Cook | Management | For | Voted - For |
Elect Director Richard L. Dalzell | Management | For | Voted - For |
Elect Director Sasan K. Goodarzi | Management | For | Voted - For |
Elect Director Deborah Liu | Management | For | Voted - For |
Elect Director Tekedra Mawakana | Management | For | Voted - For |
Elect Director Suzanne Nora Johnson | Management | For | Voted - For |
Elect Director Thomas Szkutak | Management | For | Voted - For |
Elect Director Raul Vazquez | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
118
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
INTUITIVE SURGICAL, INC. | |||
Security ID: 46120E602 Ticker: ISRG | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Craig H. Barratt | Management | For | Voted - For |
Elect Director Joseph C. Beery | Management | For | Voted - For |
Elect Director Gary S. Guthart | Management | For | Voted - For |
Elect Director Amal M. Johnson | Management | For | Voted - For |
Elect Director Don R. Kania | Management | For | Voted - For |
Elect Director Amy L. Ladd | Management | For | Voted - For |
Elect Director Keith R. Leonard, Jr. | Management | For | Voted - For |
Elect Director Alan J. Levy | Management | For | Voted - For |
Elect Director Jami Dover Nachtsheim | Management | For | Voted - For |
Elect Director Monica P. Reed | Management | For | Voted - For |
Elect Director Mark J. Rubash | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
IQVIA HOLDINGS INC. | |||
Security ID: 46266C105 Ticker: IQV | |||
Meeting Date: 18-Apr-23 | |||
Elect Director Carol J. Burt | Management | For | Voted - Against |
Elect Director Colleen A. Goggins | Management | For | Voted - For |
Elect Director Sheila A. Stamps | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Provide Right to Call a Special Meeting at a 25 | |||
Percent Ownership Threshold | Management | For | Voted - For |
Provide Right to Call a Special Meeting at a 10 | |||
Percent Ownership Threshold | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
J.B. HUNT TRANSPORT SERVICES, INC. | |||
Security ID: 445658107 Ticker: JBHT | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Francesca M. Edwardson | Management | For | Voted - For |
Elect Director Wayne Garrison | Management | For | Voted - For |
Elect Director Sharilyn S. Gasaway | Management | For | Voted - For |
Elect Director Thad (John B., III) Hill | Management | For | Voted - For |
119
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Bryan Hunt | Management | For | Voted - For |
Elect Director Persio Lisboa | Management | For | Voted - For |
Elect Director John N. Roberts, III | Management | For | Voted - For |
Elect Director James L. Robo | Management | For | Voted - For |
Elect Director Kirk Thompson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
JACK HENRY & ASSOCIATES, INC. | |||
Security ID: 426281101 Ticker: JKHY | |||
Meeting Date: 15-Nov-22 | |||
Elect Director David B. Foss | Management | For | Voted - For |
Elect Director Matthew C. Flanigan | Management | For | Voted - For |
Elect Director Thomas H. Wilson, Jr. | Management | For | Voted - For |
Elect Director Jacque R. Fiegel | Management | For | Voted - For |
Elect Director Thomas A. Wimsett | Management | For | Voted - For |
Elect Director Laura G. Kelly | Management | For | Voted - For |
Elect Director Shruti S. Miyashiro | Management | For | Voted - For |
Elect Director Wesley A. Brown | Management | For | Voted - For |
Elect Director Curtis A. Campbell | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
JACOBS SOLUTIONS, INC. | |||
Security ID: 46982L108 Ticker: J | |||
Meeting Date: 24-Jan-23 | |||
Elect Director Steven J. Demetriou | Management | For | Voted - For |
Elect Director Christopher M.T. Thompson | Management | For | Voted - For |
Elect Director Priya Abani | Management | For | Voted - For |
Elect Director Vincent K. Brooks | Management | For | Voted - For |
Elect Director Ralph E. ("Ed") Eberhart | Management | For | Voted - For |
Elect Director Manny Fernandez | Management | For | Voted - For |
Elect Director Georgette D. Kiser | Management | For | Voted - For |
Elect Director Barbara L. Loughran | Management | For | Voted - For |
Elect Director Robert A. McNamara | Management | For | Voted - For |
Elect Director Robert V. Pragada | Management | For | Voted - For |
Elect Director Peter J. Robertson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
120
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
JOHNSON & JOHNSON | |||
Security ID: 478160104 Ticker: JNJ | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Darius Adamczyk | Management | For | Voted - For |
Elect Director Mary C. Beckerle | Management | For | Voted - For |
Elect Director D. Scott Davis | Management | For | Voted - For |
Elect Director Jennifer A. Doudna | Management | For | Voted - For |
Elect Director Joaquin Duato | Management | For | Voted - For |
Elect Director Marillyn A. Hewson | Management | For | Voted - For |
Elect Director Paula A. Johnson | Management | For | Voted - For |
Elect Director Hubert Joly | Management | For | Voted - For |
Elect Director Mark B. McClellan | Management | For | Voted - For |
Elect Director Anne M. Mulcahy | Management | For | Voted - For |
Elect Director Mark A. Weinberger | Management | For | Voted - For |
Elect Director Nadja Y. West | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Government Financial Support and | |||
Equitable Access to Covid-19 Products | Shareholder | Against | Voted - Against |
Adopt Policy to Include Legal and Compliance Costs | |||
in Incentive Compensation Metrics | Shareholder | Against | Voted - Abstain |
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
JOHNSON CONTROLS INTERNATIONAL PLC | |||
Security ID: G51502105 Ticker: JCI | |||
Meeting Date: 08-Mar-23 | |||
Elect Director Jean Blackwell | Management | For | Voted - For |
Elect Director Pierre Cohade | Management | For | Voted - For |
Elect Director Michael E. Daniels | Management | For | Voted - Against |
Elect Director W. Roy Dunbar | Management | For | Voted - For |
Elect Director Gretchen R. Haggerty | Management | For | Voted - For |
Elect Director Ayesha Khanna | Management | For | Voted - For |
Elect Director Simone Menne | Management | For | Voted - For |
Elect Director George R. Oliver | Management | For | Voted - For |
Elect Director Jurgen Tinggren | Management | For | Voted - For |
Elect Director Mark Vergnano | Management | For | Voted - For |
Elect Director John D. Young | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Authorize Board to Fix Remuneration of Auditors | Management | For | Voted - For |
Authorize Market Purchases of Company Shares | Management | For | Voted - For |
121
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Determine Price Range for Reissuance of Treasury | |||
Shares | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve the Directors' Authority to Allot Shares | Management | For | Voted - For |
Approve the Disapplication of Statutory Pre-Emption | |||
Rights | Management | For | Voted - For |
JPMORGAN CHASE & CO. | |||
Security ID: 46625H100 Ticker: JPM | |||
Meeting Date: 16-May-23 | |||
Elect Director Linda B. Bammann | Management | For | Voted - For |
Elect Director Stephen B. Burke | Management | For | Voted - For |
Elect Director Todd A. Combs | Management | For | Voted - For |
Elect Director James S. Crown | Management | For | Voted - For |
Elect Director Alicia Boler Davis | Management | For | Voted - For |
Elect Director James Dimon | Management | For | Voted - For |
Elect Director Timothy P. Flynn | Management | For | Voted - For |
Elect Director Alex Gorsky | Management | For | Voted - For |
Elect Director Mellody Hobson | Management | For | Voted - For |
Elect Director Michael A. Neal | Management | For | Voted - For |
Elect Director Phebe N. Novakovic | Management | For | Voted - For |
Elect Director Virginia M. Rometty | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
Amend Public Responsibility Committee Charter to | |||
Include Animal Welfare | Shareholder | Against | Voted - Against |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Report on Climate Transition Plan Describing | |||
Efforts to Align Financing Activities with GHG | |||
Targets | Shareholder | Against | Voted - Against |
Report on Risks Related to Discrimination Against | |||
Individuals Including Political Views | Shareholder | Against | Voted - Against |
Report on Political Expenditures Congruence | Shareholder | Against | Voted - Against |
Disclose 2030 Absolute GHG Reduction Targets | |||
Associated with Lending and Underwriting | Shareholder | Against | Voted - Against |
122
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
JUNIPER NETWORKS, INC. | |||
Security ID: 48203R104 Ticker: JNPR | |||
Meeting Date: 10-May-23 | |||
Elect Director Anne DelSanto | Management | For | Voted - For |
Elect Director Kevin DeNuccio | Management | For | Voted - For |
Elect Director James Dolce | Management | For | Voted - For |
Elect Director Steven Fernandez | Management | For | Voted - For |
Elect Director Christine Gorjanc | Management | For | Voted - For |
Elect Director Janet Haugen | Management | For | Voted - Against |
Elect Director Scott Kriens | Management | For | Voted - For |
Elect Director Rahul Merchant | Management | For | Voted - For |
Elect Director Rami Rahim | Management | For | Voted - For |
Elect Director William Stensrud | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
KELLOGG COMPANY | |||
Security ID: 487836108 Ticker: K | |||
Meeting Date: 28-Apr-23 | |||
Elect Director Stephanie A. Burns | Management | For | Voted - For |
Elect Director Steve Cahillane | Management | For | Voted - For |
Elect Director La June Montgomery Tabron | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Civil Rights, Non-Discrimination and | |||
Returns to Merit Audit | Shareholder | Against | Voted - Against |
Report on Median Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
KEURIG DR PEPPER INC. | |||
Security ID: 49271V100 Ticker: KDP | |||
Meeting Date: 12-Jun-23 | |||
Elect Director Robert Gamgort | Management | For | Voted - For |
Elect Director Oray Boston | Management | For | Voted - For |
Elect Director Olivier Goudet | Management | For | Voted - For |
Elect Director Peter Harf | Management | For | Voted - For |
Elect Director Juliette Hickman | Management | For | Voted - For |
Elect Director Paul Michaels | Management | For | Voted - For |
123
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Pamela Patsley | Management | For | Voted - For |
Elect Director Lubomira Rochet | Management | For | Voted - For |
Elect Director Debra Sandler | Management | For | Voted - For |
Elect Director Robert Singer | Management | For | Voted - For |
Elect Director Larry Young | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
KEYCORP | |||
Security ID: 493267108 Ticker: KEY | |||
Meeting Date: 11-May-23 | |||
Elect Director Alexander M. Cutler | Management | For | Voted - For |
Elect Director H. James Dallas | Management | For | Voted - For |
Elect Director Elizabeth R. Gile | Management | For | Voted - For |
Elect Director Ruth Ann M. Gillis | Management | For | Voted - For |
Elect Director Christopher M. Gorman | Management | For | Voted - For |
Elect Director Robin N. Hayes | Management | For | Voted - For |
Elect Director Carlton L. Highsmith | Management | For | Voted - For |
Elect Director Richard J. Hipple | Management | For | Voted - For |
Elect Director Devina A. Rankin | Management | For | Voted - For |
Elect Director Barbara R. Snyder | Management | For | Voted - For |
Elect Director Richard J. Tobin | Management | For | Voted - For |
Elect Director Todd J. Vasos | Management | For | Voted - For |
Elect Director David K. Wilson | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
KEYSIGHT TECHNOLOGIES, INC. | |||
Security ID: 49338L103 Ticker: KEYS | |||
Meeting Date: 16-Mar-23 | |||
Elect Director Satish C. Dhanasekaran | Management | For | Voted - For |
Elect Director Richard P. Hamada | Management | For | Voted - For |
Elect Director Paul A. Lacouture | Management | For | Voted - For |
Elect Director Kevin A. Stephens | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
124
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
KIMBERLY-CLARK CORPORATION | |||
Security ID: 494368103 Ticker: KMB | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Sylvia M. Burwell | Management | For | Voted - For |
Elect Director John W. Culver | Management | For | Voted - For |
Elect Director Michael D. Hsu | Management | For | Voted - For |
Elect Director Mae C. Jemison | Management | For | Voted - For |
Elect Director S. Todd Maclin | Management | For | Voted - For |
Elect Director Deirdre A. Mahlan | Management | For | Voted - For |
Elect Director Sherilyn S. McCoy | Management | For | Voted - For |
Elect Director Christa S. Quarles | Management | For | Voted - For |
Elect Director Jaime A. Ramirez | Management | For | Voted - For |
Elect Director Dunia A. Shive | Management | For | Voted - For |
Elect Director Mark T. Smucker | Management | For | Voted - For |
Elect Director Michael D. White | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management�� | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
KINDER MORGAN, INC. | |||
Security ID: 49456B101 Ticker: KMI | |||
Meeting Date: 10-May-23 | |||
Elect Director Richard D. Kinder | Management | For | Voted - For |
Elect Director Steven J. Kean | Management | For | Voted - For |
Elect Director Kimberly A. Dang | Management | For | Voted - For |
Elect Director Ted A. Gardner | Management | For | Voted - For |
Elect Director Anthony W. Hall, Jr. | Management | For | Voted - For |
Elect Director Gary L. Hultquist | Management | For | Voted - For |
Elect Director Ronald L. Kuehn, Jr. | Management | For | Voted - For |
Elect Director Deborah A. Macdonald | Management | For | Voted - For |
Elect Director Michael C. Morgan | Management | For | Voted - For |
Elect Director Arthur C. Reichstetter | Management | For | Voted - For |
Elect Director C. Park Shaper | Management | For | Voted - For |
Elect Director William A. Smith | Management | For | Voted - For |
Elect Director Joel V. Staff | Management | For | Voted - For |
Elect Director Robert F. Vagt | Management | For | Voted - For |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Certain Officers | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
125
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
KLA CORPORATION | |||
Security ID: 482480100 Ticker: KLAC | |||
Meeting Date: 02-Nov-22 | |||
Elect Director Robert Calderoni | Management | For | Voted - For |
Elect Director Jeneanne Hanley | Management | For | Voted - For |
Elect Director Emiko Higashi | Management | For | Voted - For |
Elect Director Kevin Kennedy | Management | For | Voted - For |
Elect Director Gary Moore | Management | For | Voted - For |
Elect Director Marie Myers | Management | For | Voted - For |
Elect Director Kiran Patel | Management | For | Voted - For |
Elect Director Victor Peng | Management | For | Voted - For |
Elect Director Robert Rango | Management | For | Voted - For |
Elect Director Richard Wallace | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Report on GHG Emissions Reduction Targets Aligned | |||
with the Paris Agreement Goal | Shareholder | Against | Voted - Against |
L3HARRIS TECHNOLOGIES, INC. | |||
Security ID: 502431109 Ticker: LHX | |||
Meeting Date: 21-Apr-23 | |||
Elect Director Sallie B. Bailey | Management | For | Voted - For |
Elect Director Peter W. Chiarelli | Management | For | Voted - For |
Elect Director Thomas A. Dattilo | Management | For | Voted - For |
Elect Director Roger B. Fradin | Management | For | Voted - For |
Elect Director Joanna L. Geraghty | Management | For | Voted - For |
Elect Director Harry B. Harris, Jr. | Management | For | Voted - For |
Elect Director Lewis Hay, III | Management | For | Voted - For |
Elect Director Christopher E. Kubasik | Management | For | Voted - For |
Elect Director Rita S. Lane | Management | For | Voted - For |
Elect Director Robert B. Millard | Management | For | Voted - For |
Elect Director Edward A. Rice, Jr. | Management | For | Voted - For |
Elect Director Christina L. Zamarro | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
126
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
LABORATORY CORPORATION OF AMERICA HOLDINGS | |||
Security ID: 50540R409 Ticker: LH | |||
Meeting Date: 11-May-23 | |||
Elect Director Kerrii B. Anderson | Management | For | Voted - For |
Elect Director Jean-Luc Belingard | Management | For | Voted - For |
Elect Director Jeffrey A. Davis | Management | For | Voted - For |
Elect Director D. Gary Gilliland | Management | For | Voted - For |
Elect Director Kirsten M. Kliphouse | Management | For | Voted - For |
Elect Director Garheng Kong | Management | For | Voted - For |
Elect Director Peter M. Neupert | Management | For | Voted - For |
Elect Director Richelle P. Parham | Management | For | Voted - For |
Elect Director Adam H. Schechter | Management | For | Voted - For |
Elect Director Kathryn E. Wengel | Management | For | Voted - For |
Elect Director R. Sanders Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Transport of Nonhuman Primates Within the | |||
U.S. | Shareholder | Against | Voted - Against |
Report on Risks Related to Fulfilling Information | |||
Requests for Enforcing Laws Criminalizing Abortion | |||
Access | Shareholder | Against | Voted - Against |
LAM RESEARCH CORPORATION | |||
Security ID: 512807108 Ticker: LRCX | |||
Meeting Date: 08-Nov-22 | |||
Elect Director Sohail U. Ahmed | Management | For | Voted - For |
Elect Director Timothy M. Archer | Management | For | Voted - For |
Elect Director Eric K. Brandt | Management | For | Voted - For |
Elect Director Michael R. Cannon | Management | For | Voted - For |
Elect Director Bethany J. Mayer | Management | For | Voted - For |
Elect Director Jyoti K. Mehra | Management | For | Voted - For |
Elect Director Abhijit Y. Talwalkar | Management | For | Voted - For |
Elect Director Lih Shyng (Rick L.) Tsai | Management | For | Voted - For |
Elect Director Leslie F. Varon | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
127
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
LAS VEGAS SANDS CORP. | |||
Security ID: 517834107 Ticker: LVS | |||
Meeting Date: 11-May-23 | |||
Elect Director Robert G. Goldstein | Management | For | Voted - Withheld |
Elect Director Patrick Dumont | Management | For | Voted - Withheld |
Elect Director Irwin Chafetz | Management | For | Voted - Withheld |
Elect Director Micheline Chau | Management | For | Voted - Withheld |
Elect Director Charles D. Forman | Management | For | Voted - Withheld |
Elect Director Nora M. Jordan | Management | For | Voted - Withheld |
Elect Director Lewis Kramer | Management | For | Voted - Withheld |
Elect Director David F. Levi | Management | For | Voted - Withheld |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Disclose Board Skills and Diversity Matrix | Shareholder | Against | Voted - Against |
LEIDOS HOLDINGS, INC. | |||
Security ID: 525327102 Ticker: LDOS | |||
Meeting Date: 28-Apr-23 | |||
Elect Director Thomas A. Bell | Management | For | Voted - For |
Elect Director Gregory R. Dahlberg | Management | For | Voted - For |
Elect Director David G. Fubini | Management | For | Voted - For |
Elect Director Noel B. Geer | Management | For | Voted - For |
Elect Director Miriam E. John | Management | For | Voted - For |
Elect Director Robert C. Kovarik, Jr. | Management | For | Voted - For |
Elect Director Harry M. J. Kraemer, Jr. | Management | For | Voted - For |
Elect Director Gary S. May | Management | For | Voted - For |
Elect Director Surya N. Mohapatra | Management | For | Voted - For |
Elect Director Patrick M. Shanahan | Management | For | Voted - For |
Elect Director Robert S. Shapard | Management | For | Voted - For |
Elect Director Susan M. Stalnecker | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Political Expenditures Congruence | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
128
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
LENNAR CORPORATION | |||
Security ID: 526057104 Ticker: LEN | |||
Meeting Date: 12-Apr-23 | |||
Elect Director Amy Banse | Management | For | Voted - Against |
Elect Director Rick Beckwitt | Management | For | Voted - For |
Elect Director Tig Gilliam | Management | For | Voted - Against |
Elect Director Sherrill W. Hudson | Management | For | Voted - Against |
Elect Director Jonathan M. Jaffe | Management | For | Voted - For |
Elect Director Sidney Lapidus | Management | For | Voted - For |
Elect Director Teri P. McClure | Management | For | Voted - Against |
Elect Director Stuart Miller | Management | For | Voted - Against |
Elect Director Armando Olivera | Management | For | Voted - For |
Elect Director Jeffrey Sonnenfeld | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Approve Recapitalization Plan for all Stock to Have | |||
One-vote per Share | Shareholder | Against | Voted - For |
Elect Director Amy Banse | Management | For | Voted - Against |
Elect Director Rick Beckwitt | Management | For | Voted - For |
Elect Director Tig Gilliam | Management | For | Voted - Against |
Elect Director Sherrill W. Hudson | Management | For | Voted - Against |
Elect Director Jonathan M. Jaffe | Management | For | Voted - For |
Elect Director Sidney Lapidus | Management | For | Voted - For |
Elect Director Teri P. McClure | Management | For | Voted - Against |
Elect Director Stuart Miller | Management | For | Voted - Against |
Elect Director Armando Olivera | Management | For | Voted - For |
Elect Director Jeffrey Sonnenfeld | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Approve Recapitalization Plan for all Stock to Have | |||
One-vote per Share | Shareholder | Against | Voted - For |
LIBERTY BROADBAND CORPORATION | |||
Security ID: 530307305 Ticker: LBRDK | |||
Meeting Date: 06-Jun-23 | |||
Elect Director John C. Malone | Management | For | Voted - Withheld |
Elect Director Gregg L. Engles | Management | For | Voted - Withheld |
Elect Director John E. Welsh, III | Management | For | Voted - Withheld |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
129
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
LIBERTY MEDIA CORP. | |||
Security ID: 531229854 Ticker: FWONK | |||
Meeting Date: 06-Jun-23 | |||
Elect Director Derek Chang | Management | For | Voted - Withheld |
Elect Director Evan D. Malone | Management | For | Voted - For |
Elect Director Larry E. Romrell | Management | For | Voted - Withheld |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
LINDE PLC | |||
Security ID: G5494J103 Ticker: LIN | |||
Meeting Date: 25-Jul-22 | |||
Elect Director Stephen F. Angel | Management | For | Voted - For |
Elect Director Sanjiv Lamba | Management | For | Voted - For |
Elect Director Ann-Kristin Achleitner | Management | For | Voted - For |
Elect Director Thomas Enders | Management | For | Voted - For |
Elect Director Edward G. Galante | Management | For | Voted - For |
Elect Director Joe Kaeser | Management | For | Voted - For |
Elect Director Victoria E. Ossadnik | Management | For | Voted - For |
Elect Director Martin H. Richenhagen | Management | For | Voted - For |
Elect Director Alberto Weisser | Management | For | Voted - For |
Elect Director Robert L. Wood | Management | For | Voted - For |
Ratify PricewaterhouseCoopers as Auditors | Management | For | Voted - For |
Authorise Board to Fix Remuneration of Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Approve Remuneration Report | Management | For | Voted - Against |
Determine Price Range for Reissuance of Treasury | |||
Shares | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Meeting Date: 18-Jan-23 | |||
Approve Scheme of Arrangement | Management | For | Voted - For |
Amend Articles of Association | Management | For | Voted - For |
Approve Common Draft Terms of Merger | Management | For | Voted - For |
Approve Scheme of Arrangement | Management | For | Voted - For |
LIVE NATION ENTERTAINMENT, INC. | |||
Security ID: 538034109 Ticker: LYV | |||
Meeting Date: 09-Jun-23 | |||
Elect Director Maverick Carter | Management | For | Voted - For |
Elect Director Ping Fu | Management | For | Voted - Against |
130
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Jeffrey T. Hinson | Management | For | Voted - For |
Elect Director Chad Hollingsworth | Management | For | Voted - For |
Elect Director James Iovine | Management | For | Voted - For |
Elect Director James S. Kahan | Management | For | Voted - For |
Elect Director Gregory B. Maffei | Management | For | Voted - Against |
Elect Director Randall T. Mays | Management | For | Voted - For |
Elect Director Richard A. Paul | Management | For | Voted - For |
Elect Director Michael Rapino | Management | For | Voted - For |
Elect Director Latriece Watkins | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
LKQ CORPORATION | |||
Security ID: 501889208 Ticker: LKQ | |||
Meeting Date: 09-May-23 | |||
Elect Director Patrick Berard | Management | For | Voted - For |
Elect Director Meg A. Divitto | Management | For | Voted - For |
Elect Director Joseph M. Holsten | Management | For | Voted - For |
Elect Director Blythe J. McGarvie | Management | For | Voted - For |
Elect Director John W. Mendel | Management | For | Voted - For |
Elect Director Jody G. Miller | Management | For | Voted - For |
Elect Director Guhan Subramanian | Management | For | Voted - For |
Elect Director Xavier Urbain | Management | For | Voted - For |
Elect Director Dominick Zarcone | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
LOCKHEED MARTIN CORPORATION | |||
Security ID: 539830109 Ticker: LMT | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Daniel F. Akerson | Management | For | Voted - For |
Elect Director David B. Burritt | Management | For | Voted - For |
Elect Director Bruce A. Carlson | Management | For | Voted - For |
Elect Director John M. Donovan | Management | For | Voted - For |
Elect Director Joseph F. Dunford, Jr. | Management | For | Voted - For |
Elect Director James O. Ellis, Jr. | Management | For | Voted - For |
Elect Director Thomas J. Falk | Management | For | Voted - For |
Elect Director Ilene S. Gordon | Management | For | Voted - For |
Elect Director Vicki A. Hollub | Management | For | Voted - For |
Elect Director Jeh C. Johnson | Management | For | Voted - For |
131
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Debra L. Reed-Klages | Management | For | Voted - For |
Elect Director James D. Taiclet | Management | For | Voted - For |
Elect Director Patricia E. Yarrington | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Human Rights Impact Assessment | Shareholder | Against | Voted - Against |
Report on Efforts to Reduce Full Value Chain GHG | |||
Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Voted - Against |
LOEWS CORPORATION | |||
Security ID: 540424108 Ticker: L | |||
Meeting Date: 09-May-23 | |||
Elect Director Ann E. Berman | Management | For | Voted - For |
Elect Director Joseph L. Bower | Management | For | Voted - For |
Elect Director Charles D. Davidson | Management | For | Voted - For |
Elect Director Charles M. Diker | Management | For | Voted - For |
Elect Director Paul J. Fribourg | Management | For | Voted - For |
Elect Director Walter L. Harris | Management | For | Voted - For |
Elect Director Susan P. Peters | Management | For | Voted - For |
Elect Director Andrew H. Tisch | Management | For | Voted - For |
Elect Director James S. Tisch | Management | For | Voted - For |
Elect Director Jonathan M. Tisch | Management | For | Voted - For |
Elect Director Anthony Welters | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Certain Officers | Management | For | Voted - For |
LOWE'S COMPANIES, INC. | |||
Security ID: 548661107 Ticker: LOW | |||
Meeting Date: 26-May-23 | |||
Elect Director Raul Alvarez | Management | For | Voted - For |
Elect Director David H. Batchelder | Management | For | Voted - For |
Elect Director Scott H. Baxter | Management | For | Voted - For |
Elect Director Sandra B. Cochran | Management | For | Voted - For |
Elect Director Laurie Z. Douglas | Management | For | Voted - For |
Elect Director Richard W. Dreiling | Management | For | Voted - For |
Elect Director Marvin R. Ellison | Management | For | Voted - For |
Elect Director Daniel J. Heinrich | Management | For | Voted - For |
Elect Director Brian C. Rogers | Management | For | Voted - For |
132
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Bertram L. Scott | Management | For | Voted - For |
Elect Director Colleen Taylor | Management | For | Voted - For |
Elect Director Mary Beth West | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
LPL FINANCIAL HOLDINGS INC. | |||
Security ID: 50212V100 Ticker: LPLA | |||
Meeting Date: 11-May-23 | |||
Elect Director Dan H. Arnold | Management | For | Voted - For |
Elect Director Edward C. Bernard | Management | For | Voted - For |
Elect Director H. Paulett Eberhart | Management | For | Voted - For |
Elect Director William F. Glavin, Jr. | Management | For | Voted - For |
Elect Director Albert J. Ko | Management | For | Voted - For |
Elect Director Allison H. Mnookin | Management | For | Voted - For |
Elect Director Anne M. Mulcahy | Management | For | Voted - For |
Elect Director James S. Putnam | Management | For | Voted - For |
Elect Director Richard P. Schifter | Management | For | Voted - For |
Elect Director Corey E. Thomas | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
LULULEMON ATHLETICA INC. | |||
Security ID: 550021109 Ticker: LULU | |||
Meeting Date: 07-Jun-23 | |||
Elect Director Michael Casey | Management | For | Voted - For |
Elect Director Glenn Murphy | Management | For | Voted - For |
Elect Director David Mussafer | Management | For | Voted - For |
Elect Director Isabel Mahe | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
133
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
LUMEN TECHNOLOGIES, INC. | |||
Security ID: 550241103 Ticker: LUMN | |||
Meeting Date: 17-May-23 | |||
Elect Director Quincy L. Allen | Management | For | Voted - For |
Elect Director Martha Helena Bejar | Management | For | Voted - For |
Elect Director Peter C. Brown | Management | For | Voted - For |
Elect Director Kevin P. Chilton | Management | For | Voted - For |
Elect Director Steven T. "Terry" Clontz | Management | For | Voted - For |
Elect Director T. Michael Glenn | Management | For | Voted - For |
Elect Director Kate Johnson | Management | For | Voted - For |
Elect Director Hal Stanley Jones | Management | For | Voted - For |
Elect Director Michael J. Roberts | Management | For | Voted - For |
Elect Director Laurie A. Siegel | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
LYONDELLBASELL INDUSTRIES N.V. | |||
Security ID: N53745100 Ticker: LYB | |||
Meeting Date: 19-May-23 | |||
Elect Director Jacques Aigrain | Management | For | Do Not Vote |
Elect Director Lincoln Benet | Management | For | Do Not Vote |
Elect Director Robin Buchanan | Management | For | Do Not Vote |
Elect Director Anthony (Tony) Chase | Management | For | Do Not Vote |
Elect Director Robert (Bob) Dudley | Management | For | Do Not Vote |
Elect Director Claire Farley | Management | For | Do Not Vote |
Elect Director Rita Griffin | Management | For | Do Not Vote |
Elect Director Michael Hanley | Management | For | Do Not Vote |
Elect Director Virginia Kamsky | Management | For | Do Not Vote |
Elect Director Albert Manifold | Management | For | Do Not Vote |
Elect Director Peter Vanacker | Management | For | Do Not Vote |
Approve Discharge of Directors | Management | For | Do Not Vote |
Adopt Financial Statements and Statutory Reports | Management | For | Do Not Vote |
Ratify PricewaterhouseCoopers Accountants N.V. as | |||
Auditors | Management | For | Do Not Vote |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Do Not Vote |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Do Not Vote |
Advisory Vote on Say on Pay Frequency | Management | For | Do Not Vote |
Authorize Repurchase of Up to 10 Percent of Issued | |||
Share Capital | Management | For | Do Not Vote |
Approve Cancellation of Shares | Management | For | Do Not Vote |
134
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
M&T BANK CORPORATION | |||
Security ID: 55261F104 Ticker: MTB | |||
Meeting Date: 18-Apr-23 | |||
Elect Director John P. Barnes | Management | For | Voted - For |
Elect Director Robert T. Brady | Management | For | Voted - For |
Elect Director Carlton J. Charles | Management | For | Voted - For |
Elect Director Jane Chwick | Management | For | Voted - For |
Elect Director William F. Cruger, Jr. | Management | For | Voted - For |
Elect Director T. Jefferson Cunningham, III | Management | For | Voted - For |
Elect Director Gary N. Geisel | Management | For | Voted - For |
Elect Director Leslie V. Godridge | Management | For | Voted - For |
Elect Director Rene F. Jones | Management | For | Voted - For |
Elect Director Richard H. Ledgett, Jr. | Management | For | Voted - For |
Elect Director Melinda R. Rich | Management | For | Voted - For |
Elect Director Robert E. Sadler, Jr. | Management | For | Voted - For |
Elect Director Denis J. Salamone | Management | For | Voted - For |
Elect Director John R. Scannell | Management | For | Voted - Against |
Elect Director Rudina Seseri | Management | For | Voted - For |
Elect Director Kirk W. Walters | Management | For | Voted - For |
Elect Director Herbert L. Washington | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
MARATHON OIL CORPORATION | |||
Security ID: 565849106 Ticker: MRO | |||
Meeting Date: 24-May-23 | |||
Elect Director Chadwick C. Deaton | Management | For | Voted - For |
Elect Director Marcela E. Donadio | Management | For | Voted - For |
Elect Director M. Elise Hyland | Management | For | Voted - For |
Elect Director Holli C. Ladhani | Management | For | Voted - For |
Elect Director Mark A. McCollum | Management | For | Voted - For |
Elect Director Brent J. Smolik | Management | For | Voted - For |
Elect Director Lee M. Tillman | Management | For | Voted - For |
Elect Director Shawn D. Williams | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
135
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
MARATHON PETROLEUM CORPORATION | |||
Security ID: 56585A102 Ticker: MPC | |||
Meeting Date: 26-Apr-23 | |||
Elect Director J. Michael Stice | Management | For | Voted - For |
Elect Director John P. Surma | Management | For | Voted - For |
Elect Director Susan Tomasky | Management | For | Voted - For |
Elect Director Toni Townes-Whitley | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Approve Increase in Size of Board | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Amend Compensation Clawback Policy | Shareholder | Against | Voted - For |
Report on Just Transition | Shareholder | Against | Voted - Against |
Report on Asset Retirement Obligation | Shareholder | Against | Voted - Against |
MARKEL CORPORATION | |||
Security ID: 570535104 Ticker: MKL | |||
Meeting Date: 17-May-23 | |||
Elect Director Mark M. Besca | Management | For | Voted - For |
Elect Director K. Bruce Connell | Management | For | Voted - For |
Elect Director Lawrence A. Cunningham | Management | For | Voted - For |
Elect Director Thomas S. Gayner | Management | For | Voted - For |
Elect Director Greta J. Harris | Management | For | Voted - For |
Elect Director Morgan E. Housel | Management | For | Voted - For |
Elect Director Diane Leopold | Management | For | Voted - For |
Elect Director Anthony F. Markel | Management | For | Voted - For |
Elect Director Steven A. Markel | Management | For | Voted - For |
Elect Director Harold L. Morrison, Jr. | Management | For | Voted - For |
Elect Director Michael O'Reilly | Management | For | Voted - For |
Elect Director A. Lynne Puckett | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
MARRIOTT INTERNATIONAL, INC. | |||
Security ID: 571903202 Ticker: MAR | |||
Meeting Date: 12-May-23 | |||
Elect Director Anthony G. Capuano | Management | For | Voted - For |
136
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Isabella D. Goren | Management | For | Voted - For |
Elect Director Deborah Marriott Harrison | Management | For | Voted - For |
Elect Director Frederick A. Henderson | Management | For | Voted - For |
Elect Director Eric Hippeau | Management | For | Voted - For |
Elect Director Lauren R. Hobart | Management | For | Voted - For |
Elect Director Debra L. Lee | Management | For | Voted - For |
Elect Director Aylwin B. Lewis | Management | For | Voted - For |
Elect Director David S. Marriott | Management | For | Voted - For |
Elect Director Margaret M. McCarthy | Management | For | Voted - For |
Elect Director Grant F. Reid | Management | For | Voted - For |
Elect Director Horacio D. Rozanski | Management | For | Voted - For |
Elect Director Susan C. Schwab | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Publish a Congruency Report of Partnerships with | |||
Globalist Organizations | Shareholder | Against | Voted - Against |
Report on Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
MARSH & MCLENNAN COMPANIES, INC. | |||
Security ID: 571748102 Ticker: MMC | |||
Meeting Date: 18-May-23 | |||
Elect Director Anthony K. Anderson | Management | For | Voted - For |
Elect Director John Q. Doyle | Management | For | Voted - For |
Elect Director Hafize Gaye Erkan | Management | For | Voted - For |
Elect Director Oscar Fanjul | Management | For | Voted - For |
Elect Director H. Edward Hanway | Management | For | Voted - For |
Elect Director Judith Hartmann | Management | For | Voted - For |
Elect Director Deborah C. Hopkins | Management | For | Voted - For |
Elect Director Tamara Ingram | Management | For | Voted - For |
Elect Director Jane H. Lute | Management | For | Voted - For |
Elect Director Steven A. Mills | Management | For | Voted - For |
Elect Director Bruce P. Nolop | Management | For | Voted - For |
Elect Director Morton O. Schapiro | Management | For | Voted - For |
Elect Director Lloyd M. Yates | Management | For | Voted - For |
Elect Director Ray G. Young | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
137
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
MARTIN MARIETTA MATERIALS, INC. | |||
Security ID: 573284106 Ticker: MLM | |||
Meeting Date: 11-May-23 | |||
Elect Director Dorothy M. Ables | Management | For | Voted - For |
Elect Director Sue W. Cole | Management | For | Voted - For |
Elect Director Anthony R. Foxx | Management | For | Voted - For |
Elect Director John J. Koraleski | Management | For | Voted - For |
Elect Director C. Howard Nye | Management | For | Voted - For |
Elect Director Laree E. Perez | Management | For | Voted - For |
Elect Director Thomas H. Pike | Management | For | Voted - For |
Elect Director Michael J. Quillen | Management | For | Voted - For |
Elect Director Donald W. Slager | Management | For | Voted - For |
Elect Director David C. Wajsgras | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Adopt GHG Emissions Reduction Targets Aligned with | |||
the Paris Agreement Goal | Shareholder | Against | Voted - Against |
MARVELL TECHNOLOGY, INC. | |||
Security ID: 573874104 Ticker: MRVL | |||
Meeting Date: 16-Jun-23 | |||
Elect Director Sara Andrews | Management | For | Voted - For |
Elect Director W. Tudor Brown | Management | For | Voted - For |
Elect Director Brad W. Buss | Management | For | Voted - For |
Elect Director Rebecca W. House | Management | For | Voted - For |
Elect Director Marachel L. Knight | Management | For | Voted - For |
Elect Director Matthew J. Murphy | Management | For | Voted - For |
Elect Director Michael G. Strachan | Management | For | Voted - For |
Elect Director Robert E. Switz | Management | For | Voted - For |
Elect Director Ford Tamer | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
MASCO CORPORATION | |||
Security ID: 574599106 Ticker: MAS | |||
Meeting Date: 11-May-23 | |||
Elect Director Keith J. Allman | Management | For | Voted - For |
Elect Director Aine L. Denari | Management | For | Voted - For |
138
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Christopher A. O'Herlihy | Management | For | Voted - For |
Elect Director Charles K. Stevens, III | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
MASTERCARD INCORPORATED | |||
Security ID: 57636Q104 Ticker: MA | |||
Meeting Date: 27-Jun-23 | |||
Elect Director Merit E. Janow | Management | For | Voted - For |
Elect Director Candido Bracher | Management | For | Voted - For |
Elect Director Richard K. Davis | Management | For | Voted - For |
Elect Director Julius Genachowski | Management | For | Voted - For |
Elect Director Choon Phong Goh | Management | For | Voted - For |
Elect Director Oki Matsumoto | Management | For | Voted - For |
Elect Director Michael Miebach | Management | For | Voted - For |
Elect Director Youngme Moon | Management | For | Voted - For |
Elect Director Rima Qureshi | Management | For | Voted - For |
Elect Director Gabrielle Sulzberger | Management | For | Voted - For |
Elect Director Harit Talwar | Management | For | Voted - For |
Elect Director Lance Uggla | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Voted - Against |
Report on Establishing Merchant Category Code for | |||
Gun and Ammunition Stores | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Report on Cost-Benefit Analysis of Diversity and | |||
Inclusion Efforts | Shareholder | Against | Voted - Against |
MCCORMICK & COMPANY, INCORPORATED | |||
Security ID: 579780206 Ticker: MKC | |||
Meeting Date: 29-Mar-23 | |||
Elect Director Anne L. Bramman | Management | For | Voted - For |
Elect Director Michael A. Conway | Management | For | Voted - Against |
Elect Director Freeman A. Hrabowski, III | Management | For | Voted - Against |
Elect Director Lawrence E. Kurzius | Management | For | Voted - For |
Elect Director Patricia Little | Management | For | Voted - Against |
139
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Michael D. Mangan | Management | For | Voted - Against |
Elect Director Maritza G. Montiel | Management | For | Voted - For |
Elect Director Margaret M.V. Preston | Management | For | Voted - For |
Elect Director Gary M. Rodkin | Management | For | Voted - For |
Elect Director Jacques Tapiero | Management | For | Voted - For |
Elect Director W. Anthony Vernon | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
MCDONALD'S CORPORATION | |||
Security ID: 580135101 Ticker: MCD | |||
Meeting Date: 25-May-23 | |||
Elect Director Anthony Capuano | Management | For | Voted - For |
Elect Director Kareem Daniel | Management | For | Voted - For |
Elect Director Lloyd Dean | Management | For | Voted - For |
Elect Director Catherine Engelbert | Management | For | Voted - For |
Elect Director Margaret Georgiadis | Management | For | Voted - For |
Elect Director Enrique Hernandez, Jr. | Management | For | Voted - For |
Elect Director Christopher Kempczinski | Management | For | Voted - For |
Elect Director Richard Lenny | Management | For | Voted - For |
Elect Director John Mulligan | Management | For | Voted - For |
Elect Director Jennifer Taubert | Management | For | Voted - For |
Elect Director Paul Walsh | Management | For | Voted - For |
Elect Director Amy Weaver | Management | For | Voted - For |
Elect Director Miles White | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Adopt Policy to Phase Out Use of | |||
Medically-Important Antibiotics in Beef and Pork | |||
Supply Chain | Shareholder | Against | Voted - Against |
Comply with World Health Organization Guidelines on | |||
Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Voted - Against |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Issue Transparency Report on Global Public Policy | |||
and Political Influence | Shareholder | Against | Voted - Against |
Report on Animal Welfare | Shareholder | Against | Voted - Against |
140
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
MCKESSON CORPORATION | |||
Security ID: 58155Q103 Ticker: MCK | |||
Meeting Date: 22-Jul-22 | |||
Elect Director Richard H. Carmona | Management | For | Voted - For |
Elect Director Dominic J. Caruso | Management | For | Voted - For |
Elect Director W. Roy Dunbar | Management | For | Voted - For |
Elect Director James H. Hinton | Management | For | Voted - For |
Elect Director Donald R. Knauss | Management | For | Voted - For |
Elect Director Bradley E. Lerman | Management | For | Voted - For |
Elect Director Linda P. Mantia | Management | For | Voted - For |
Elect Director Maria Martinez | Management | For | Voted - For |
Elect Director Susan R. Salka | Management | For | Voted - For |
Elect Director Brian S. Tyler | Management | For | Voted - For |
Elect Director Kathleen Wilson-Thompson | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Adopt Policy on 10b5-1 Plans | Shareholder | Against | Voted - For |
MEDTRONIC PLC | |||
Security ID: G5960L103 Ticker: MDT | |||
Meeting Date: 08-Dec-22 | |||
Elect Director Richard H. Anderson | Management | For | Voted - For |
Elect Director Craig Arnold | Management | For | Voted - For |
Elect Director Scott C. Donnelly | Management | For | Voted - For |
Elect Director Lidia L. Fonseca | Management | For | Voted - For |
Elect Director Andrea J. Goldsmith | Management | For | Voted - For |
Elect Director Randall J. Hogan, III | Management | For | Voted - For |
Elect Director Kevin E. Lofton | Management | For | Voted - For |
Elect Director Geoffrey S. Martha | Management | For | Voted - For |
Elect Director Elizabeth G. Nabel | Management | For | Voted - For |
Elect Director Denise M. O'Leary | Management | For | Voted - For |
Elect Director Kendall J. Powell | Management | For | Voted - For |
Approve PricewaterhouseCoopers LLP as Auditors and | |||
Authorize Board to Fix Their Remuneration | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Renew the Board's Authority to Issue Shares Under | |||
Irish Law | Management | For | Voted - For |
Renew the Board's Authority to Opt-Out of Statutory | |||
Pre-Emptions Rights Under Irish Law | Management | For | Voted - For |
141
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Authorize Overseas Market Purchases of Ordinary | |||
Shares | Management | For | Voted - For |
MERCK & CO., INC. | |||
Security ID: 58933Y105 Ticker: MRK | |||
Meeting Date: 23-May-23 | |||
Elect Director Douglas M. Baker, Jr. | Management | For | Voted - For |
Elect Director Mary Ellen Coe | Management | For | Voted - For |
Elect Director Pamela J. Craig | Management | For | Voted - For |
Elect Director Robert M. Davis | Management | For | Voted - For |
Elect Director Thomas H. Glocer | Management | For | Voted - For |
Elect Director Risa J. Lavizzo-Mourey | Management | For | Voted - For |
Elect Director Stephen L. Mayo | Management | For | Voted - For |
Elect Director Paul B. Rothman | Management | For | Voted - For |
Elect Director Patricia F. Russo | Management | For | Voted - For |
Elect Director Christine E. Seidman | Management | For | Voted - For |
Elect Director Inge G. Thulin | Management | For | Voted - For |
Elect Director Kathy J. Warden | Management | For | Voted - For |
Elect Director Peter C. Wendell | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Report on Access to COVID-19 Products | Shareholder | Against | Voted - Against |
Adopt Policy to Require Third-Party Organizations | |||
to Annually Report Expenditures for Political | |||
Activities | Shareholder | Against | Voted - Against |
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
Publish a Congruency Report of Partnerships with | |||
Globalist Organizations | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
META PLATFORMS, INC. | |||
Security ID: 30303M102 Ticker: META | |||
Meeting Date: 31-May-23 | |||
Elect Director Peggy Alford | Management | For | Voted - Withheld |
Elect Director Marc L. Andreessen | Management | For | Voted - Withheld |
Elect Director Andrew W. Houston | Management | For | Voted - Withheld |
Elect Director Nancy Killefer | Management | For | Voted - Withheld |
Elect Director Robert M. Kimmitt | Management | For | Voted - For |
Elect Director Sheryl K. Sandberg | Management | For | Voted - For |
Elect Director Tracey T. Travis | Management | For | Voted - Withheld |
Elect Director Tony Xu | Management | For | Voted - Withheld |
142
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Mark Zuckerberg | Management | For | Voted - Withheld |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Government Take Down Requests | Shareholder | Against | Voted - Against |
Approve Recapitalization Plan for all Stock to Have | |||
One-vote per Share | Shareholder | Against | Voted - For |
Report on Human Rights Impact Assessment of | |||
Targeted Advertising | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Allegations of Political Entanglement and | |||
Content Management Biases in India | Shareholder | Against | Voted - Against |
Report on Framework to Assess Company Lobbying | |||
Alignment with Climate Goals | Shareholder | Against | Voted - Against |
Report on Data Privacy regarding Reproductive | |||
Healthcare | Shareholder | Against | Voted - Against |
Report on Enforcement of Community Standards and | |||
User Content | Shareholder | Against | Voted - Against |
Report on Child Safety and Harm Reduction | Shareholder | Against | Voted - Against |
Report on Executive Pay Calibration to Externalized | |||
Costs | Shareholder | Against | Voted - Against |
Commission Independent Review of Audit & Risk | |||
Oversight Committee | Shareholder | Against | Voted - Against |
METLIFE, INC. | |||
Security ID: 59156R108 Ticker: MET | |||
Meeting Date: 20-Jun-23 | |||
Elect Director Cheryl W. Grise | Management | For | Voted - For |
Elect Director Carlos M. Gutierrez | Management | For | Voted - For |
Elect Director Carla A. Harris | Management | For | Voted - For |
Elect Director Gerald L. Hassell | Management | For | Voted - For |
Elect Director David L. Herzog | Management | For | Voted - For |
Elect Director R. Glenn Hubbard | Management | For | Voted - For |
Elect Director Jeh C. Johnson | Management | For | Voted - For |
Elect Director Edward J. Kelly, III | Management | For | Voted - For |
Elect Director William E. Kennard | Management | For | Voted - For |
Elect Director Michel A. Khalaf | Management | For | Voted - For |
Elect Director Catherine R. Kinney | Management | For | Voted - For |
Elect Director Diana L. McKenzie | Management | For | Voted - For |
Elect Director Denise M. Morrison | Management | For | Voted - For |
Elect Director Mark A. Weinberger | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
143
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
METTLER-TOLEDO INTERNATIONAL INC. | |||
Security ID: 592688105 Ticker: MTD | |||
Meeting Date: 04-May-23 | |||
Elect Director Robert F. Spoerry | Management | For | Voted - For |
Elect Director Roland Diggelmann | Management | For | Voted - For |
Elect Director Domitille Doat-Le Bigot | Management | For | Voted - For |
Elect Director Elisha W. Finney | Management | For | Voted - For |
Elect Director Richard Francis | Management | For | Voted - For |
Elect Director Michael A. Kelly | Management | For | Voted - For |
Elect Director Thomas P. Salice | Management | For | Voted - For |
Elect Director Ingrid Zhang | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
MGM RESORTS INTERNATIONAL | |||
Security ID: 552953101 Ticker: MGM | |||
Meeting Date: 02-May-23 | |||
Elect Director Barry Diller | Management | For | Voted - For |
Elect Director Alexis M. Herman | Management | For | Voted - For |
Elect Director William J. Hornbuckle | Management | For | Voted - For |
Elect Director Mary Chris Jammet | Management | For | Voted - For |
Elect Director Joey Levin | Management | For | Voted - For |
Elect Director Rose McKinney-James | Management | For | Voted - For |
Elect Director Keith A. Meister | Management | For | Voted - For |
Elect Director Paul Salem | Management | For | Voted - For |
Elect Director Jan G. Swartz | Management | For | Voted - For |
Elect Director Daniel J. Taylor | Management | For | Voted - For |
Elect Director Ben Winston | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
MICROCHIP TECHNOLOGY INCORPORATED | |||
Security ID: 595017104 Ticker: MCHP | |||
Meeting Date: 23-Aug-22 | |||
Elect Director Matthew W. Chapman | Management | For | Voted - For |
Elect Director Esther L. Johnson | Management | For | Voted - For |
Elect Director Karlton D. Johnson | Management | For | Voted - For |
Elect Director Wade F. Meyercord | Management | For | Voted - For |
144
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ganesh Moorthy | Management | For | Voted - For |
Elect Director Karen M. Rapp | Management | For | Voted - For |
Elect Director Steve Sanghi | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
MICRON TECHNOLOGY, INC. | |||
Security ID: 595112103 Ticker: MU | |||
Meeting Date: 12-Jan-23 | |||
Elect Director Richard M. Beyer | Management | For | Voted - For |
Elect Director Lynn A. Dugle | Management | For | Voted - For |
Elect Director Steven J. Gomo | Management | For | Voted - For |
Elect Director Linnie M. Haynesworth | Management | For | Voted - For |
Elect Director Mary Pat McCarthy | Management | For | Voted - For |
Elect Director Sanjay Mehrotra | Management | For | Voted - For |
Elect Director Robert E. Switz | Management | For | Voted - For |
Elect Director MaryAnn Wright | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
MICROSOFT CORPORATION | |||
Security ID: 594918104 Ticker: MSFT | |||
Meeting Date: 13-Dec-22 | |||
Elect Director Reid G. Hoffman | Management | For | Voted - For |
Elect Director Hugh F. Johnston | Management | For | Voted - For |
Elect Director Teri L. List | Management | For | Voted - For |
Elect Director Satya Nadella | Management | For | Voted - For |
Elect Director Sandra E. Peterson | Management | For | Voted - For |
Elect Director Penny S. Pritzker | Management | For | Voted - For |
Elect Director Carlos A. Rodriguez | Management | For | Voted - For |
Elect Director Charles W. Scharf | Management | For | Voted - For |
Elect Director John W. Stanton | Management | For | Voted - For |
Elect Director John W. Thompson | Management | For | Voted - For |
Elect Director Emma N. Walmsley | Management | For | Voted - For |
Elect Director Padmasree Warrior | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Cost/Benefit Analysis of Diversity and | |||
Inclusion | Shareholder | Against | Voted - Against |
Report on Hiring of Persons with Arrest or | |||
Incarceration Records | Shareholder | Against | Voted - Against |
145
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Assess and Report on the Company's Retirement | |||
Funds' Management of Systemic Climate Risk | Shareholder | Against | Voted - Against |
Report on Government Use of Microsoft Technology | Shareholder | Against | Voted - Against |
Report on Development of Products for Military | Shareholder | Against | Voted - Against |
Report on Tax Transparency | Shareholder | Against | Voted - Against |
MODERNA, INC. | |||
Security ID: 60770K107 Ticker: MRNA | |||
Meeting Date: 03-May-23 | |||
Elect Director Stephen Berenson | Management | For | Voted - Withheld |
Elect Director Sandra Horning | Management | For | Voted - Withheld |
Elect Director Paul Sagan | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Feasibility of Technology Transfer to | |||
Boost Covid-19 Vaccine Production | Shareholder | Against | Voted - Against |
MOLINA HEALTHCARE, INC. | |||
Security ID: 60855R100 Ticker: MOH | |||
Meeting Date: 03-May-23 | |||
Elect Director Barbara L. Brasier | Management | For | Voted - For |
Elect Director Daniel Cooperman | Management | For | Voted - For |
Elect Director Stephen H. Lockhart | Management | For | Voted - For |
Elect Director Steven J. Orlando | Management | For | Voted - For |
Elect Director Ronna E. Romney | Management | For | Voted - For |
Elect Director Richard M. Schapiro | Management | For | Voted - For |
Elect Director Dale B. Wolf | Management | For | Voted - For |
Elect Director Richard C. Zoretic | Management | For | Voted - For |
Elect Director Joseph M. Zubretsky | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
MOLSON COORS BEVERAGE COMPANY | |||
Security ID: 60871R209 Ticker: TAP | |||
Meeting Date: 17-May-23 | |||
Elect Director Roger G. Eaton | Management | For | Voted - For |
Elect Director Charles M. Herington | Management | For | Voted - For |
Elect Director H. Sanford Riley | Management | For | Voted - For |
146
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
MONDELEZ INTERNATIONAL, INC. | |||
Security ID: 609207105 Ticker: MDLZ | |||
Meeting Date: 17-May-23 | |||
Elect Director Lewis W.K. Booth | Management | For | Voted - For |
Elect Director Charles E. Bunch | Management | For | Voted - For |
Elect Director Ertharin Cousin | Management | For | Voted - For |
Elect Director Jorge S. Mesquita | Management | For | Voted - For |
Elect Director Anindita Mukherjee | Management | For | Voted - For |
Elect Director Jane Hamilton Nielsen | Management | For | Voted - For |
Elect Director Patrick T. Siewert | Management | For | Voted - For |
Elect Director Michael A. Todman | Management | For | Voted - For |
Elect Director Dirk Van de Put | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Voted - Against |
Report on Targets to Eradicate Child Labor in Cocoa | |||
Supply Chain | Shareholder | Against | Voted - Against |
MONGODB, INC. | |||
Security ID: 60937P106 Ticker: MDB | |||
Meeting Date: 27-Jun-23 | |||
Elect Director Archana Agrawal | Management | For | Voted - Withheld |
Elect Director Hope Cochran | Management | For | Voted - Withheld |
Elect Director Dwight Merriman | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
MONOLITHIC POWER SYSTEMS, INC. | |||
Security ID: 609839105 Ticker: MPWR | |||
Meeting Date: 15-Jun-23 | |||
Elect Director Victor K. Lee | Management | For | Voted - For |
Elect Director James C. Moyer | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditor | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
147
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
MONSTER BEVERAGE CORPORATION | |||
Security ID: 61174X109 Ticker: MNST | |||
Meeting Date: 22-Jun-23 | |||
Elect Director Rodney C. Sacks | Management | For | Voted - For |
Elect Director Hilton H. Schlosberg | Management | For | Voted - For |
Elect Director Mark J. Hall | Management | For | Voted - For |
Elect Director Ana Demel | Management | For | Voted - For |
Elect Director James L. Dinkins | Management | For | Voted - For |
Elect Director Gary P. Fayard | Management | For | Voted - For |
Elect Director Tiffany M. Hall | Management | For | Voted - For |
Elect Director Jeanne P. Jackson | Management | For | Voted - For |
Elect Director Steven G. Pizula | Management | For | Voted - For |
Elect Director Mark S. Vidergauz | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Increase Authorized Common Stock | Management | For | Voted - Against |
Amend Certificate of Incorporation to Reflect New | |||
Delaware Law Provisions Regarding Officer | |||
Exculpation | Management | For | Voted - For |
MOODY'S CORPORATION | |||
Security ID: 615369105 Ticker: MCO | |||
Meeting Date: 18-Apr-23 | |||
Elect Director Jorge A. Bermudez | Management | For | Voted - For |
Elect Director Therese Esperdy | Management | For | Voted - For |
Elect Director Robert Fauber | Management | For | Voted - For |
Elect Director Vincent A. Forlenza | Management | For | Voted - For |
Elect Director Kathryn M. Hill | Management | For | Voted - For |
Elect Director Lloyd W. Howell, Jr. | Management | For | Voted - For |
Elect Director Jose M. Minaya | Management | For | Voted - For |
Elect Director Leslie F. Seidman | Management | For | Voted - For |
Elect Director Zig Serafin | Management | For | Voted - For |
Elect Director Bruce Van Saun | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
148
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
MORGAN STANLEY | |||
Security ID: 617446448 Ticker: MS | |||
Meeting Date: 19-May-23 | |||
Elect Director Alistair Darling | Management | For | Voted - For |
Elect Director Thomas H. Glocer | Management | For | Voted - For |
Elect Director James P. Gorman | Management | For | Voted - For |
Elect Director Robert H. Herz | Management | For | Voted - For |
Elect Director Erika H. James | Management | For | Voted - For |
Elect Director Hironori Kamezawa | Management | For | Voted - For |
Elect Director Shelley B. Leibowitz | Management | For | Voted - For |
Elect Director Stephen J. Luczo | Management | For | Voted - For |
Elect Director Jami Miscik | Management | For | Voted - For |
Elect Director Masato Miyachi | Management | For | Voted - For |
Elect Director Dennis M. Nally | Management | For | Voted - For |
Elect Director Mary L. Schapiro | Management | For | Voted - For |
Elect Director Perry M. Traquina | Management | For | Voted - For |
Elect Director Rayford Wilkins, Jr. | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
MORNINGSTAR, INC. | |||
Security ID: 617700109 Ticker: MORN | |||
Meeting Date: 12-May-23 | |||
Elect Director Joe Mansueto | Management | For | Voted - For |
Elect Director Kunal Kapoor | Management | For | Voted - For |
Elect Director Robin Diamonte | Management | For | Voted - For |
Elect Director Cheryl Francis | Management | For | Voted - For |
Elect Director Steve Joynt | Management | For | Voted - Against |
Elect Director Steve Kaplan | Management | For | Voted - For |
Elect Director Gail Landis | Management | For | Voted - Against |
Elect Director Bill Lyons | Management | For | Voted - For |
Elect Director Doniel Sutton | Management | For | Voted - For |
Elect Director Caroline Tsay | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
149
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
MOTOROLA SOLUTIONS, INC. | |||
Security ID: 620076307 Ticker: MSI | |||
Meeting Date: 16-May-23 | |||
Elect Director Gregory Q. Brown | Management | For | Voted - For |
Elect Director Kenneth D. Denman | Management | For | Voted - For |
Elect Director Egon P. Durban | Management | For | Voted - Against |
Elect Director Ayanna M. Howard | Management | For | Voted - For |
Elect Director Clayton M. Jones | Management | For | Voted - For |
Elect Director Judy C. Lewent | Management | For | Voted - For |
Elect Director Gregory K. Mondre | Management | For | Voted - Against |
Elect Director Joseph M. Tucci | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
MSCI INC. | |||
Security ID: 55354G100 Ticker: MSCI | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Henry A. Fernandez | Management | For | Voted - For |
Elect Director Robert G. Ashe | Management | For | Voted - For |
Elect Director Wayne Edmunds | Management | For | Voted - For |
Elect Director Catherine R. Kinney | Management | For | Voted - For |
Elect Director Robin L. Matlock | Management | For | Voted - For |
Elect Director Jacques P. Perold | Management | For | Voted - For |
Elect Director C.D. Baer Pettit | Management | For | Voted - For |
Elect Director Sandy C. Rattray | Management | For | Voted - For |
Elect Director Linda H. Riefler | Management | For | Voted - For |
Elect Director Marcus L. Smith | Management | For | Voted - For |
Elect Director Rajat Taneja | Management | For | Voted - For |
Elect Director Paula Volent | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
NASDAQ, INC. | |||
Security ID: 631103108 Ticker: NDAQ | |||
Meeting Date: 21-Jun-23 | |||
Elect Director Melissa M. Arnoldi | Management | For | Voted - For |
Elect Director Charlene T. Begley | Management | For | Voted - For |
Elect Director Steven D. Black | Management | For | Voted - For |
150
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Adena T. Friedman | Management | For | Voted - For |
Elect Director Essa Kazim | Management | For | Voted - For |
Elect Director Thomas A. Kloet | Management | For | Voted - For |
Elect Director Michael R. Splinter | Management | For | Voted - For |
Elect Director Johan Torgeby | Management | For | Voted - For |
Elect Director Toni Townes-Whitley | Management | For | Voted - For |
Elect Director Jeffery W. Yabuki | Management | For | Voted - For |
Elect Director Alfred W. Zollar | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
NETAPP, INC. | |||
Security ID: 64110D104 Ticker: NTAP | |||
Meeting Date: 09-Sep-22 | |||
Elect Director T. Michael Nevens | Management | For | Voted - For |
Elect Director Deepak Ahuja | Management | For | Voted - For |
Elect Director Gerald Held | Management | For | Voted - For |
Elect Director Kathryn M. Hill | Management | For | Voted - For |
Elect Director Deborah L. Kerr | Management | For | Voted - For |
Elect Director George Kurian | Management | For | Voted - For |
Elect Director Carrie Palin | Management | For | Voted - For |
Elect Director Scott F. Schenkel | Management | For | Voted - For |
Elect Director George T. Shaheen | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
NETFLIX, INC. | |||
Security ID: 64110L106 Ticker: NFLX | |||
Meeting Date: 01-Jun-23 | |||
Elect Director Mathias Dopfner | Management | For | Voted - Against |
Elect Director Reed Hastings | Management | For | Voted - Against |
Elect Director Jay C. Hoag | Management | For | Voted - Against |
Elect Director Ted Sarandos | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Right to Call Special Meeting | Shareholder | Against | Voted - Against |
151
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Adopt Policy Prohibiting Directors from | |||
Simultaneously Sitting on the Board of Directors of | |||
Any Other Company | Shareholder | Against | Voted - Against |
Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Voted - Against |
Adopt and Disclose a Freedom of Association and | |||
Collective Bargaining Policy | Shareholder | Against | Voted - Against |
NEUROCRINE BIOSCIENCES, INC. | |||
Security ID: 64125C109 Ticker: NBIX | |||
Meeting Date: 17-May-23 | |||
Elect Director Kevin C. Gorman | Management | For | Voted - Withheld |
Elect Director Gary A. Lyons | Management | For | Voted - For |
Elect Director Johanna Mercier | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
NEWMONT CORPORATION | |||
Security ID: 651639106 Ticker: NEM | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Patrick G. Awuah, Jr. | Management | For | Voted - For |
Elect Director Gregory H. Boyce | Management | For | Voted - For |
Elect Director Bruce R. Brook | Management | For | Voted - For |
Elect Director Maura Clark | Management | For | Voted - For |
Elect Director Emma FitzGerald | Management | For | Voted - For |
Elect Director Mary A. Laschinger | Management | For | Voted - For |
Elect Director Jose Manuel Madero | Management | For | Voted - For |
Elect Director Rene Medori | Management | For | Voted - For |
Elect Director Jane Nelson | Management | For | Voted - For |
Elect Director Thomas Palmer | Management | For | Voted - For |
Elect Director Julio M. Quintana | Management | For | Voted - For |
Elect Director Susan N. Story | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
152
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
NEWS CORPORATION | |||
Security ID: 65249B109 Ticker: NWSA | |||
Meeting Date: 15-Nov-22 | |||
Elect Director K. Rupert Murdoch | Management | For | Voted - For |
Elect Director Lachlan K. Murdoch | Management | For | Voted - For |
Elect Director Robert J. Thomson | Management | For | Voted - For |
Elect Director Kelly Ayotte | Management | For | Voted - For |
Elect Director Jose Maria Aznar | Management | For | Voted - For |
Elect Director Natalie Bancroft | Management | For | Voted - For |
Elect Director Ana Paula Pessoa | Management | For | Voted - For |
Elect Director Masroor Siddiqui | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
NEXTERA ENERGY, INC. | |||
Security ID: 65339F101 Ticker: NEE | |||
Meeting Date: 18-May-23 | |||
Elect Director Nicole S. Arnaboldi | Management | For | Voted - For |
Elect Director Sherry S. Barrat | Management | For | Voted - For |
Elect Director James L. Camaren | Management | For | Voted - For |
Elect Director Kenneth B. Dunn | Management | For | Voted - For |
Elect Director Naren K. Gursahaney | Management | For | Voted - For |
Elect Director Kirk S. Hachigian | Management | For | Voted - For |
Elect Director John W. Ketchum | Management | For | Voted - For |
Elect Director Amy B. Lane | Management | For | Voted - For |
Elect Director David L. Porges | Management | For | Voted - For |
Elect Director Deborah "Dev" Stahlkopf | Management | For | Voted - For |
Elect Director John A. Stall | Management | For | Voted - For |
Elect Director Darryl L. Wilson | Management | For | Voted - For |
Ratify Deloitte & Touche as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Disclose Board Skills and Diversity Matrix | Shareholder | Against | Voted - Against |
NIKE, INC. | |||
Security ID: 654106103 Ticker: NKE | |||
Meeting Date: 09-Sep-22 | |||
Elect Director Alan B. Graf, Jr. | Management | For | Voted - Withheld |
Elect Director Peter B. Henry | Management | For | Voted - Withheld |
153
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Michelle A. Peluso | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Adopt a Policy on China Sourcing | Shareholder | Against | Voted - Against |
NISOURCE INC. | |||
Security ID: 65473P105 Ticker: NI | |||
Meeting Date: 23-May-23 | |||
Elect Director Peter A. Altabef | Management | For | Voted - For |
Elect Director Sondra L. Barbour | Management | For | Voted - For |
Elect Director Theodore H. Bunting, Jr. | Management | For | Voted - For |
Elect Director Eric L. Butler | Management | For | Voted - For |
Elect Director Aristides S. Candris | Management | For | Voted - For |
Elect Director Deborah A. Henretta | Management | For | Voted - For |
Elect Director Deborah A. P. Hersman | Management | For | Voted - For |
Elect Director Michael E. Jesanis | Management | For | Voted - For |
Elect Director William D. Johnson | Management | For | Voted - For |
Elect Director Kevin T. Kabat | Management | For | Voted - For |
Elect Director Cassandra S. Lee | Management | For | Voted - For |
Elect Director Lloyd M. Yates | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Increase Authorized Common Stock | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
NORDSON CORPORATION | |||
Security ID: 655663102 Ticker: NDSN | |||
Meeting Date: 28-Feb-23 | |||
Elect Director Sundaram Nagarajan | Management | For | Voted - For |
Elect Director Michael J. Merriman, Jr. | Management | For | Voted - For |
Elect Director Milton M. Morris | Management | For | Voted - For |
Elect Director Mary G. Puma | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Supermajority Vote Requirement | Management | For | Voted - For |
Reduce Supermajority Vote Requirement for Matters | |||
Requiring Shareholder Approval under the Ohio | |||
Revised Code | Management | For | Voted - For |
154
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Reduce Supermajority Vote Requirement for Certain | |||
Amendments to Regulations as set forth in Article IX | Management | For | Voted - For |
Amend Regulations to the Extent Permitted by Ohio | |||
law Management | For | Voted - For | |
NORFOLK SOUTHERN CORPORATION | |||
Security ID: 655844108 Ticker: NSC | |||
Meeting Date: 11-May-23 | |||
Elect Director Thomas D. Bell, Jr. | Management | For | Voted - For |
Elect Director Mitchell E. Daniels, Jr. | Management | For | Voted - For |
Elect Director Marcela E. Donadio | Management | For | Voted - For |
Elect Director John C. Huffard, Jr. | Management | For | Voted - For |
Elect Director Christopher T. Jones | Management | For | Voted - For |
Elect Director Thomas C. Kelleher | Management | For | Voted - For |
Elect Director Steven F. Leer | Management | For | Voted - For |
Elect Director Michael D. Lockhart | Management | For | Voted - For |
Elect Director Amy E. Miles | Management | For | Voted - For |
Elect Director Claude Mongeau | Management | For | Voted - For |
Elect Director Jennifer F. Scanlon | Management | For | Voted - For |
Elect Director Alan H. Shaw | Management | For | Voted - For |
Elect Director John R. Thompson | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
NORTHERN TRUST CORPORATION | |||
Security ID: 665859104 Ticker: NTRS | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Linda Walker Bynoe | Management | For | Voted - For |
Elect Director Susan Crown | Management | For | Voted - For |
Elect Director Dean M. Harrison | Management | For | Voted - For |
Elect Director Jay L. Henderson | Management | For | Voted - For |
Elect Director Marcy S. Klevorn | Management | For | Voted - For |
Elect Director Siddharth N. (Bobby) Mehta | Management | For | Voted - For |
Elect Director Michael G. O'Grady | Management | For | Voted - For |
Elect Director Jose Luis Prado | Management | For | Voted - For |
Elect Director Martin P. Slark | Management | For | Voted - For |
Elect Director David H. B. Smith, Jr. | Management | For | Voted - For |
Elect Director Donald Thompson | Management | For | Voted - For |
Elect Director Charles A. Tribbett, III | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
155
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
NORTHROP GRUMMAN CORPORATION | |||
Security ID: 666807102 Ticker: NOC | |||
Meeting Date: 17-May-23 | |||
Elect Director Kathy J. Warden | Management | For | Voted - For |
Elect Director David P. Abney | Management | For | Voted - For |
Elect Director Marianne C. Brown | Management | For | Voted - For |
Elect Director Ann M. Fudge | Management | For | Voted - For |
Elect Director Madeleine A. Kleiner | Management | For | Voted - For |
Elect Director Arvind Krishna | Management | For | Voted - For |
Elect Director Graham N. Robinson | Management | For | Voted - For |
Elect Director Kimberly A. Ross | Management | For | Voted - For |
Elect Director Gary Roughead | Management | For | Voted - For |
Elect Director Thomas M. Schoewe | Management | For | Voted - For |
Elect Director James S. Turley | Management | For | Voted - For |
Elect Director Mark A. Welsh, III | Management | For | Voted - For |
Elect Director Mary A. Winston | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Management | For | Voted - For |
Report on Congruency of Political Spending with | |||
Company Stated Values on Human Rights | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
NORTONLIFELOCK INC. | |||
Security ID: 668771108 Ticker: NLOK | |||
Meeting Date: 13-Sep-22 | |||
Elect Director Susan P. Barsamian | Management | For | Voted - For |
Elect Director Eric K. Brandt | Management | For | Voted - For |
Elect Director Frank E. Dangeard | Management | For | Voted - For |
Elect Director Nora M. Denzel | Management | For | Voted - For |
Elect Director Peter A. Feld | Management | For | Voted - For |
Elect Director Emily Heath | Management | For | Voted - For |
Elect Director Vincent Pilette | Management | For | Voted - For |
Elect Director Sherrese M. Smith | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
156
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
NUCOR CORPORATION | |||
Security ID: 670346105 Ticker: NUE | |||
Meeting Date: 11-May-23 | |||
Elect Director Norma B. Clayton | Management | For | Voted - For |
Elect Director Patrick J. Dempsey | Management | For | Voted - For |
Elect Director Christopher J. Kearney | Management | For | Voted - For |
Elect Director Laurette T. Koellner | Management | For | Voted - For |
Elect Director Michael W. Lamach | Management | For | Voted - For |
Elect Director Joseph D. Rupp | Management | For | Voted - For |
Elect Director Leon J. Topalian | Management | For | Voted - For |
Elect Director Nadja Y. West | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
NVIDIA CORPORATION | |||
Security ID: 67066G104 Ticker: NVDA | |||
Meeting Date: 22-Jun-23 | |||
Elect Director Robert K. Burgess | Management | For | Voted - For |
Elect Director Tench Coxe | Management | For | Voted - For |
Elect Director John O. Dabiri | Management | For | Voted - For |
Elect Director Persis S. Drell | Management | For | Voted - For |
Elect Director Jen-Hsun Huang | Management | For | Voted - For |
Elect Director Dawn Hudson | Management | For | Voted - For |
Elect Director Harvey C. Jones | Management | For | Voted - For |
Elect Director Michael G. McCaffery | Management | For | Voted - For |
Elect Director Stephen C. Neal | Management | For | Voted - For |
Elect Director Mark L. Perry | Management | For | Voted - For |
Elect Director A. Brooke Seawell | Management | For | Voted - For |
Elect Director Aarti Shah | Management | For | Voted - For |
Elect Director Mark A. Stevens | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
157
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
NVR, INC. | |||
Security ID: 62944T105 Ticker: NVR | |||
Meeting Date: 02-May-23 | |||
Elect Director Paul C. Saville | Management | For | Voted - For |
Elect Director C.E. Andrews | Management | For | Voted - For |
Elect Director Sallie B. Bailey | Management | For | Voted - For |
Elect Director Thomas D. Eckert | Management | For | Voted - For |
Elect Director Alfred E. Festa | Management | For | Voted - For |
Elect Director Alexandra A. Jung | Management | For | Voted - For |
Elect Director Mel Martinez | Management | For | Voted - For |
Elect Director David A. Preiser | Management | For | Voted - For |
Elect Director W. Grady Rosier | Management | For | Voted - For |
Elect Director Susan Williamson Ross | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
NXP SEMICONDUCTORS N.V. | |||
Security ID: N6596X109 Ticker: NXPI | |||
Meeting Date: 24-May-23 | |||
Adopt Financial Statements and Statutory Reports | Management | For | Do Not Vote |
Approve Discharge of Board Members | Management | For | Do Not Vote |
Reelect Kurt Sievers as Executive Director | Management | For | Do Not Vote |
Reelect Annette Clayton as Non-Executive Director | Management | For | Do Not Vote |
Reelect Anthony Foxx as Non-Executive Director | Management | For | Do Not Vote |
Reelect Chunyuan Gu as Non-Executive Director | Management | For | Do Not Vote |
Reelect Lena Olving as Non-Executive Director | Management | For | Do Not Vote |
Reelect Julie Southern as Non-Executive Director | Management | For | Do Not Vote |
Reelect Jasmin Staiblin as Non-Executive Director | Management | For | Do Not Vote |
Reelect Gregory Summe as Non-Executive Director | Management | For | Do Not Vote |
Reelect Karl-Henrik Sundstrom as Non-Executive | |||
Director | Management | For | Do Not Vote |
Reelect Moshe Gavrielov as Non-Executive Director | Management | For | Do Not Vote |
Grant Board Authority to Issue Shares Up To 10 | |||
Percent of Issued Capital | Management | For | Do Not Vote |
Authorize Board to Exclude Preemptive Rights from | |||
Share Issuances | Management | For | Do Not Vote |
Authorize Share Repurchase Program | Management | For | Do Not Vote |
Approve Cancellation of Ordinary Shares | Management | For | Do Not Vote |
Ratify Ernst & Young Accountants LLP as Auditors | Management | For | Do Not Vote |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Do Not Vote |
158
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
OCCIDENTAL PETROLEUM CORPORATION | |||
Security ID: 674599105 Ticker: OXY | |||
Meeting Date: 05-May-23 | |||
Elect Director Vicky A. Bailey | Management | For | Voted - For |
Elect Director Andrew Gould | Management | For | Voted - For |
Elect Director Carlos M. Gutierrez | Management | For | Voted - For |
Elect Director Vicki Hollub | Management | For | Voted - For |
Elect Director William R. Klesse | Management | For | Voted - For |
Elect Director Jack B. Moore | Management | For | Voted - For |
Elect Director Claire O'Neill | Management | For | Voted - For |
Elect Director Avedick B. Poladian | Management | For | Voted - For |
Elect Director Ken Robinson | Management | For | Voted - For |
Elect Director Robert M. Shearer | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
OKTA, INC. | |||
Security ID: 679295105 Ticker: OKTA | |||
Meeting Date: 22-Jun-23 | |||
Elect Director Shellye Archambeau | Management | For | Voted - Withheld |
Elect Director Robert L. Dixon, Jr. | Management | For | Voted - Withheld |
Elect Director Benjamin Horowitz | Management | For | Voted - Withheld |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
OLD DOMINION FREIGHT LINE, INC. | |||
Security ID: 679580100 Ticker: ODFL | |||
Meeting Date: 17-May-23 | |||
Elect Director Sherry A. Aaholm | Management | For | Voted - For |
Elect Director David S. Congdon | Management | For | Voted - For |
Elect Director John R. Congdon, Jr. | Management | For | Voted - For |
Elect Director Andrew S. Davis | Management | For | Voted - For |
Elect Director Bradley R. Gabosch | Management | For | Voted - For |
Elect Director Greg C. Gantt | Management | For | Voted - For |
Elect Director Patrick D. Hanley | Management | For | Voted - For |
Elect Director John D. Kasarda | Management | For | Voted - For |
Elect Director Wendy T. Stallings | Management | For | Voted - For |
Elect Director Thomas A. Stith, III | Management | For | Voted - For |
159
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Leo H. Suggs | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
OMNICOMGROUP INC. | |||
Security ID: 681919106 Ticker: OMC | |||
Meeting Date: 02-May-23 | |||
Elect Director John D. Wren | Management | For | Voted - For |
Elect Director Mary C. Choksi | Management | For | Voted - For |
Elect Director Leonard S. Coleman, Jr. | Management | For | Voted - For |
Elect Director Mark D. Gerstein | Management | For | Voted - For |
Elect Director Ronnie S. Hawkins | Management | For | Voted - For |
Elect Director Deborah J. Kissire | Management | For | Voted - For |
Elect Director Gracia C. Martore | Management | For | Voted - For |
Elect Director Patricia Salas Pineda | Management | For | Voted - For |
Elect Director Linda Johnson Rice | Management | For | Voted - For |
Elect Director Valerie M. Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
ON SEMICONDUCTOR CORPORATION | |||
Security ID: 682189105 Ticker: ON | |||
Meeting Date: 18-May-23 | |||
Elect Director Atsushi Abe | Management | For | Voted - For |
Elect Director Alan Campbell | Management | For | Voted - For |
Elect Director Susan K. Carter | Management | For | Voted - For |
Elect Director Thomas L. Deitrich | Management | For | Voted - For |
Elect Director Hassane El-Khoury | Management | For | Voted - For |
Elect Director Bruce E. Kiddoo | Management | For | Voted - For |
Elect Director Paul A. Mascarenas | Management | For | Voted - For |
Elect Director Gregory Waters | Management | For | Voted - For |
Elect Director Christine Y. Yan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
160
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ONEOK, INC. | |||
Security ID: 682680103 Ticker: OKE | |||
Meeting Date: 24-May-23 | |||
Elect Director Brian L. Derksen | Management | For | Voted - For |
Elect Director Julie H. Edwards | Management | For | Voted - For |
Elect Director Mark W. Helderman | Management | For | Voted - For |
Elect Director Randall J. Larson | Management | For | Voted - For |
Elect Director Steven J. Malcolm | Management | For | Voted - For |
Elect Director Jim W. Mogg | Management | For | Voted - For |
Elect Director Pattye L. Moore | Management | For | Voted - For |
Elect Director Pierce H. Norton, II | Management | For | Voted - For |
Elect Director Eduardo A. Rodriguez | Management | For | Voted - For |
Elect Director Gerald D. Smith | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
ORACLE CORPORATION | |||
Security ID: 68389X105 Ticker: ORCL | |||
Meeting Date: 16-Nov-22 | |||
Elect Director Awo Ablo | Management | For | Voted - For |
Elect Director Jeffrey S. Berg | Management | For | Voted - Withheld |
Elect Director Michael J. Boskin | Management | For | Voted - Withheld |
Elect Director Safra A. Catz | Management | For | Voted - Withheld |
Elect Director Bruce R. Chizen | Management | For | Voted - Withheld |
Elect Director George H. Conrades | Management | For | Voted - Withheld |
Elect Director Lawrence J. Ellison | Management | For | Voted - Withheld |
Elect Director Rona A. Fairhead | Management | For | Voted - Withheld |
Elect Director Jeffrey O. Henley | Management | For | Voted - Withheld |
Elect Director Renee J. James | Management | For | Voted - Withheld |
Elect Director Charles W. Moorman | Management | For | Voted - Withheld |
Elect Director Leon E. Panetta | Management | For | Voted - Withheld |
Elect Director William G. Parrett | Management | For | Voted - Withheld |
Elect Director Naomi O. Seligman | Management | For | Voted - Withheld |
Elect Director Vishal Sikka | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
161
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
O'REILLY AUTOMOTIVE, INC. | |||
Security ID: 67103H107 Ticker: ORLY | |||
Meeting Date: 18-May-23 | |||
Elect Director David O'Reilly | Management | For | Voted - For |
Elect Director Larry O'Reilly | Management | For | Voted - For |
Elect Director Greg Henslee | Management | For | Voted - For |
Elect Director Jay D. Burchfield | Management | For | Voted - For |
Elect Director Thomas T. Hendrickson | Management | For | Voted - For |
Elect Director John R. Murphy | Management | For | Voted - For |
Elect Director Dana M. Perlman | Management | For | Voted - For |
Elect Director Maria A. Sastre | Management | For | Voted - For |
Elect Director Andrea M. Weiss | Management | For | Voted - For |
Elect Director Fred Whitfield | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
OTIS WORLDWIDE CORPORATION | |||
Security ID: 68902V107 Ticker: OTIS | |||
Meeting Date: 18-May-23 | |||
Elect Director Jeffrey H. Black | Management | For | Voted - For |
Elect Director Nelda J. Connors | Management | For | Voted - For |
Elect Director Kathy Hopinkah Hannan | Management | For | Voted - For |
Elect Director Shailesh G. Jejurikar | Management | For | Voted - For |
Elect Director Christopher J. Kearney | Management | For | Voted - For |
Elect Director Judith F. Marks | Management | For | Voted - For |
Elect Director Harold W. McGraw, III | Management | For | Voted - For |
Elect Director Margaret M. V. Preston | Management | For | Voted - For |
Elect Director Shelley Stewart, Jr. | Management | For | Voted - For |
Elect Director John H. Walker | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
OVINTIV INC. | |||
Security ID: 69047Q102 Ticker: OVV | |||
Meeting Date: 03-May-23 | |||
Elect Director Peter A.Dea | Management | For | Voted - For |
Elect Director Meg A. Gentle | Management | For | Voted - For |
162
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ralph Izzo | Management | For | Voted - For |
Elect Director Howard J. Mayson | Management | For | Voted - For |
Elect Director Brendan M. McCracken | Management | For | Voted - For |
Elect Director Lee A. McIntire | Management | For | Voted - For |
Elect Director Katherine L. Minyard | Management | For | Voted - For |
Elect Director Steven W. Nance | Management | For | Voted - For |
Elect Director Suzanne P. Nimocks | Management | For | Voted - For |
Elect Director George L. Pita | Management | For | Voted - For |
Elect Director Thomas G. Ricks | Management | For | Voted - For |
Elect Director Brian G. Shaw | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
PACCAR INC | |||
Security ID: 693718108 Ticker: PCAR | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Mark C. Pigott | Management | For | Voted - For |
Elect Director Dame Alison J. Carnwath | Management | For | Voted - For |
Elect Director Franklin L. Feder | Management | For | Voted - For |
Elect Director R. Preston Feight | Management | For | Voted - For |
Elect Director Kirk S. Hachigian | Management | For | Voted - For |
Elect Director Barbara B. Hulit | Management | For | Voted - For |
Elect Director Roderick C. McGeary | Management | For | Voted - For |
Elect Director Cynthia A. Niekamp | Management | For | Voted - For |
Elect Director John M. Pigott | Management | For | Voted - For |
Elect Director Ganesh Ramaswamy | Management | For | Voted - For |
Elect Director Mark A. Schulz | Management | For | Voted - For |
Elect Director Gregory M. E. Spierkel | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
PACKAGING CORPORATION OF AMERICA | |||
Security ID: 695156109 Ticker: PKG | |||
Meeting Date: 02-May-23 | |||
Elect Director Cheryl K. Beebe | Management | For | Voted - For |
Elect Director Duane C. Farrington | Management | For | Voted - For |
Elect Director Donna A. Harman | Management | For | Voted - For |
163
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Mark W. Kowlzan | Management | For | Voted - For |
Elect Director Robert C. Lyons | Management | For | Voted - For |
Elect Director Thomas P. Maurer | Management | For | Voted - For |
Elect Director Samuel M. Mencoff | Management | For | Voted - For |
Elect Director Roger B. Porter | Management | For | Voted - For |
Elect Director Thomas S. Souleles | Management | For | Voted - For |
Elect Director Paul T. Stecko | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
PALANTIR TECHNOLOGIES, INC. | |||
Security ID: 69608A108 Ticker: PLTR | |||
Meeting Date: 22-Dec-22 | |||
Amend Certificate of Incorporation | Management | For | Voted - For |
Meeting Date: 06-Jun-23 | |||
Elect Director Alexander Karp | Management | For | Voted - Withheld |
Elect Director Stephen Cohen | Management | For | Voted - Withheld |
Elect Director Peter Thiel | Management | For | Voted - Withheld |
Elect Director Alexander Moore | Management | For | Voted - Withheld |
Elect Director Alexandra Schiff | Management | For | Voted - Withheld |
Elect Director Lauren Friedman Stat | Management | For | Voted - For |
Elect Director Eric Woersching | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
PALO ALTO NETWORKS, INC. | |||
Security ID: 697435105 Ticker: PANW | |||
Meeting Date: 13-Dec-22 | |||
Elect Director Helene D. Gayle | Management | For | Voted - For |
Elect Director James J. Goetz | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
164
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
PARAMOUNT GLOBAL | |||
Security ID: 92556H206 Ticker: PARA | |||
Meeting Date: 08-May-23 | |||
Elect Director Robert M. Bakish | Management | For | Voted - For |
Elect Director Barbara M. Byrne | Management | For | Voted - For |
Elect Director Linda M. Griego | Management | For | Voted - Against |
Elect Director Robert N. Klieger | Management | For | Voted - For |
Elect Director Judith A. McHale | Management | For | Voted - Against |
Elect Director Dawn Ostroff | Management | For | Voted - Against |
Elect Director Charles E. Phillips, Jr. | Management | For | Voted - For |
Elect Director Shari E. Redstone | Management | For | Voted - Against |
Elect Director Susan Schuman | Management | For | Voted - For |
Elect Director Nicole Seligman | Management | For | Voted - For |
Elect Director Frederick O. Terrell | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Political Contributions and Expenditures | Shareholder | Against | Voted - Against |
PARKER-HANNIFIN CORPORATION | |||
Security ID: 701094104 Ticker: PH | |||
Meeting Date: 26-Oct-22 | |||
Elect Director Lee C. Banks | Management | For | Voted - For |
Elect Director Jillian C. Evanko | Management | For | Voted - For |
Elect Director Lance M. Fritz | Management | For | Voted - For |
Elect Director Linda A. Harty | Management | For | Voted - For |
Elect Director William F. Lacey | Management | For | Voted - For |
Elect Director Kevin A. Lobo | Management | For | Voted - For |
Elect Director Joseph Scaminace | Management | For | Voted - For |
Elect Director Ake Svensson | Management | For | Voted - For |
Elect Director Laura K. Thompson | Management | For | Voted - Against |
Elect Director James R. Verrier | Management | For | Voted - For |
Elect Director James L. Wainscott | Management | For | Voted - For |
Elect Director Thomas L. Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
165
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
PAYCHEX, INC. | |||
Security ID: 704326107 Ticker: PAYX | |||
Meeting Date: 13-Oct-22 | |||
Elect Director Martin Mucci | Management | For | Voted - For |
Elect Director Thomas F. Bonadio | Management | For | Voted - For |
Elect Director Joseph G. Doody | Management | For | Voted - For |
Elect Director David J.S. Flaschen | Management | For | Voted - For |
Elect Director B. Thomas Golisano | Management | For | Voted - For |
Elect Director Pamela A. Joseph | Management | For | Voted - For |
Elect Director Kevin A. Price | Management | For | Voted - For |
Elect Director Joseph M. Tucci | Management | For | Voted - For |
Elect Director Joseph M. Velli | Management | For | Voted - For |
Elect Director Kara Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
PAYCOM SOFTWARE, INC. | |||
Security ID: 70432V102 Ticker: PAYC | |||
Meeting Date: 01-May-23 | |||
Elect Director Sharen J. Turney | Management | For | Voted - Withheld |
Elect Director J.C. Watts, Jr. | Management | For | Voted - Withheld |
Ratify Grant Thornton LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Amend Certificate of Incorporation to Limit the | |||
Personal Liability of Certain Officers | Management | For | Voted - For |
Require a Majority Vote for the Election of | |||
Directors | Shareholder | Against | Voted - For |
PAYPAL HOLDINGS, INC. | |||
Security ID: 70450Y103 Ticker: PYPL | |||
Meeting Date: 24-May-23 | |||
Elect Director Rodney C. Adkins | Management | For | Voted - For |
Elect Director Jonathan Christodoro | Management | For | Voted - For |
Elect Director John J. Donahoe | Management | For | Voted - For |
Elect Director David W. Dorman | Management | For | Voted - For |
Elect Director Belinda J. Johnson | Management | For | Voted - For |
Elect Director Enrique Lores | Management | For | Voted - For |
Elect Director Gail J. McGovern | Management | For | Voted - For |
Elect Director Deborah M. Messemer | Management | For | Voted - For |
166
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director David M. Moffett | Management | For | Voted - For |
Elect Director Ann M. Sarnoff | Management | For | Voted - For |
Elect Director Daniel H. Schulman | Management | For | Voted - For |
Elect Director Frank D. Yeary | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Voted - Against |
Report on Risks Related to Fulfilling Information | |||
Requests for Enforcing Laws Criminalizing Abortion | |||
Access | Shareholder | Against | Voted - Against |
Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Voted - Against |
Adopt Majority Vote Standard for Director Elections | Shareholder | Against | Voted - Against |
PEPSICO, INC. | |||
Security ID: 713448108 Ticker: PEP | |||
Meeting Date: 03-May-23 | |||
Elect Director Segun Agbaje | Management | For | Voted - For |
Elect Director Jennifer Bailey | Management | For | Voted - For |
Elect Director Cesar Conde | Management | For | Voted - For |
Elect Director Ian Cook | Management | For | Voted - For |
Elect Director Edith W. Cooper | Management | For | Voted - For |
Elect Director Susan M. Diamond | Management | For | Voted - For |
Elect Director Dina Dublon | Management | For | Voted - For |
Elect Director Michelle Gass | Management | For | Voted - Against |
Elect Director Ramon L. Laguarta | Management | For | Voted - For |
Elect Director Dave J. Lewis | Management | For | Voted - For |
Elect Director David C. Page | Management | For | Voted - For |
Elect Director Robert C. Pohlad | Management | For | Voted - For |
Elect Director Daniel Vasella | Management | For | Voted - For |
Elect Director Darren Walker | Management | For | Voted - For |
Elect Director Alberto Weisser | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Issue Transparency Report on Global Public Policy | |||
and Political Influence | Shareholder | Against | Voted - Against |
Report on Impacts of Restrictive Reproductive | |||
Healthcare Legislation | Shareholder | Against | Voted - Against |
Publish Annual Congruency Report on Net-Zero | |||
Emissions Policy | Shareholder | Against | Voted - Against |
167
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
PERKINELMER, INC. | |||
Security ID: 714046109 Ticker: PKI | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Peter Barrett | Management | For | Voted - For |
Elect Director Samuel R. Chapin | Management | For | Voted - For |
Elect Director Sylvie Gregoire | Management | For | Voted - For |
Elect Director Michelle McMurry-Heath | Management | For | Voted - For |
Elect Director Alexis P. Michas | Management | For | Voted - For |
Elect Director Prahlad R. Singh | Management | For | Voted - For |
Elect Director Michel Vounatsos | Management | For | Voted - For |
Elect Director Frank Witney | Management | For | Voted - For |
Elect Director Pascale Witz | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Change Company Name to Revvity, Inc. | Management | For | Voted - For |
PFIZER INC. | |||
Security ID: 717081103 Ticker: PFE | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Ronald E. Blaylock | Management | For | Voted - For |
Elect Director Albert Bourla | Management | For | Voted - For |
Elect Director Susan Desmond-Hellmann | Management | For | Voted - For |
Elect Director Joseph J. Echevarria | Management | For | Voted - For |
Elect Director Scott Gottlieb | Management | For | Voted - For |
Elect Director Helen H. Hobbs | Management | For | Voted - For |
Elect Director Susan Hockfield | Management | For | Voted - For |
Elect Director Dan R. Littman | Management | For | Voted - For |
Elect Director Shantanu Narayen | Management | For | Voted - For |
Elect Director Suzanne Nora Johnson | Management | For | Voted - For |
Elect Director James Quincey | Management | For | Voted - For |
Elect Director James C. Smith | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Feasibility of Intellectual Property | |||
Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Voted - Against |
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
Report on Political Expenditures Congruence | Shareholder | Against | Voted - Against |
168
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
PG&E CORPORATION | |||
Security ID: 69331C108 Ticker: PCG | |||
Meeting Date: 18-May-23 | |||
Elect Director Cheryl F. Campbell | Management | For | Voted - For |
Elect Director Kerry W. Cooper | Management | For | Voted - For |
Elect Director Arno L. Harris | Management | For | Voted - For |
Elect Director Carlos M. Hernandez | Management | For | Voted - For |
Elect Director Michael R. Niggli | Management | For | Voted - For |
Elect Director Benjamin F. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
PHILIP MORRIS INTERNATIONAL INC. | |||
Security ID: 718172109 Ticker: PM | |||
Meeting Date: 03-May-23 | |||
Elect Director Brant Bonin Bough | Management | For | Voted - For |
Elect Director Andre Calantzopoulos | Management | For | Voted - For |
Elect Director Michel Combes | Management | For | Voted - For |
Elect Director Juan Jose Daboub | Management | For | Voted - For |
Elect Director Werner Geissler | Management | For | Voted - For |
Elect Director Lisa A. Hook | Management | For | Voted - For |
Elect Director Jun Makihara | Management | For | Voted - For |
Elect Director Kalpana Morparia | Management | For | Voted - For |
Elect Director Jacek Olczak | Management | For | Voted - For |
Elect Director Robert B. Polet | Management | For | Voted - For |
Elect Director Dessislava Temperley | Management | For | Voted - For |
Elect Director Shlomo Yanai | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers SA as Auditors | Management | For | Voted - For |
Disclose Nicotine Level Information, and Reduce | |||
Nicotine Levels in Tobacco Products | Shareholder | Against | Voted - Against |
PHILLIPS 66 | |||
Security ID: 718546104 Ticker: PSX | |||
Meeting Date: 10-May-23 | |||
Elect Director Gregory J. Hayes | Management | For | Voted - For |
Elect Director Charles M. Holley | Management | For | Voted - For |
Elect Director Denise R. Singleton | Management | For | Voted - For |
169
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Glenn F. Tilton | Management | For | Voted - For |
Elect Director Marna C. Whittington | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Publish Audited Report on Impacts of a Significant | |||
Reduction in Virgin Plastic Demand | Shareholder | Against | Voted - Against |
PINTEREST, INC. | |||
Security ID: 72352L106 Ticker: PINS | |||
Meeting Date: 25-May-23 | |||
Elect Director Jeffrey Jordan | Management | For | Voted - Against |
Elect Director Jeremy Levine | Management | For | Voted - Against |
Elect Director Gokul Rajaram | Management | For | Voted - Against |
Elect Director Marc Steinberg | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Prevention of Workplace Harassment and | |||
Discrimination | Shareholder | Against | Voted - Against |
Report on Censorship | Shareholder | Against | Voted - Against |
PIONEER NATURAL RESOURCES COMPANY | |||
Security ID: 723787107 Ticker: PXD | |||
Meeting Date: 25-May-23 | |||
Elect Director A.R Alameddine | Management | For | Voted - For |
Elect Director Lori G. Billingsley | Management | For | Voted - For |
Elect Director Edison C. Buchanan | Management | For | Voted - For |
Elect Director Richard P. Dealy | Management | For | Voted - For |
Elect Director Maria S. Dreyfus | Management | For | Voted - For |
Elect Director Matthew M. Gallagher | Management | For | Voted - For |
Elect Director Phillip A. Gobe | Management | For | Voted - For |
Elect Director Stacy P. Methvin | Management | For | Voted - For |
Elect Director Royce W. Mitchell | Management | For | Voted - For |
Elect Director Scott D. Sheffield | Management | For | Voted - For |
Elect Director J. Kenneth Thompson | Management | For | Voted - For |
Elect Director Phoebe A. Wood | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
170
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
POOL CORPORATION | |||
Security ID: 73278L105 Ticker: POOL | |||
Meeting Date: 03-May-23 | |||
Elect Director Peter D. Arvan | Management | For | Voted - For |
Elect Director Martha "Marty" S. Gervasi | Management | For | Voted - For |
Elect Director James "Jim" D. Hope | Management | For | Voted - For |
Elect Director Debra S. Oler | Management | For | Voted - For |
Elect Director Manuel J. Perez de la Mesa | Management | For | Voted - For |
Elect Director Carlos A. Sabater | Management | For | Voted - For |
Elect Director Robert C. Sledd | Management | For | Voted - For |
Elect Director John E. Stokely | Management | For | Voted - For |
Elect Director David G. Whalen | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
PPG INDUSTRIES, INC. | |||
Security ID: 693506107 Ticker: PPG | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Stephen F. Angel | Management | For | Voted - For |
Elect Director Hugh Grant | Management | For | Voted - For |
Elect Director Melanie L. Healey | Management | For | Voted - For |
Elect Director Timothy M. Knavish | Management | For | Voted - For |
Elect Director Guillermo Novo | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
PPL CORPORATION | |||
Security ID: 69351T106 Ticker: PPL | |||
Meeting Date: 17-May-23 | |||
Elect Director Arthur P. Beattie | Management | For | Voted - For |
Elect Director Raja Rajamannar | Management | For | Voted - For |
Elect Director Heather B. Redman | Management | For | Voted - For |
Elect Director Craig A. Rogerson | Management | For | Voted - For |
Elect Director Vincent Sorgi | Management | For | Voted - For |
Elect Director Linda G. Sullivan | Management | For | Voted - For |
Elect Director Natica von Althann | Management | For | Voted - For |
Elect Director Keith H. Williamson | Management | For | Voted - For |
171
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Phoebe A. Wood | Management | For | Voted - For |
Elect Director Armando Zagalo de Lima | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
PRINCIPAL FINANCIAL GROUP, INC. | |||
Security ID: 74251V102 Ticker: PFG | |||
Meeting Date: 16-May-23 | |||
Elect Director Jonathan S. Auerbach | Management | For | Voted - For |
Elect Director Mary E. "Maliz" Beams | Management | For | Voted - For |
Elect Director Jocelyn Carter-Miller | Management | For | Voted - For |
Elect Director Scott M. Mills | Management | For | Voted - For |
Elect Director Claudio N. Muruzabal | Management | For | Voted - For |
Elect Director H. Elizabeth Mitchell | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
PRUDENTIAL FINANCIAL, INC. | |||
Security ID: 744320102 Ticker: PRU | |||
Meeting Date: 09-May-23 | |||
Elect Director Gilbert F. Casellas | Management | For | Voted - For |
Elect Director Robert M. Falzon | Management | For | Voted - For |
Elect Director Martina Hund-Mejean | Management | For | Voted - For |
Elect Director Wendy E. Jones | Management | For | Voted - For |
Elect Director Charles F. Lowrey | Management | For | Voted - For |
Elect Director Sandra Pianalto | Management | For | Voted - For |
Elect Director Christine A. Poon | Management | For | Voted - For |
Elect Director Douglas A. Scovanner | Management | For | Voted - For |
Elect Director Michael A. Todman | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
172
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
PTC INC. | |||
Security ID: 69370C100 Ticker: PTC | |||
Meeting Date: 16-Feb-23 | |||
Elect Director Mark Benjamin | Management | For | Voted - For |
Elect Director Janice Chaffin | Management | For | Voted - For |
Elect Director Amar Hanspal | Management | For | Voted - For |
Elect Director James Heppelmann | Management | For | Voted - For |
Elect Director Michal Katz | Management | For | Voted - For |
Elect Director Paul Lacy | Management | For | Voted - For |
Elect Director Corinna Lathan | Management | For | Voted - For |
Elect Director Blake Moret | Management | For | Voted - For |
Elect Director Robert Schechter | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED | |||
Security ID: 744573106 Ticker: PEG | |||
Meeting Date: 18-Apr-23 | |||
Elect Director Ralph A. LaRossa | Management | For | Voted - For |
Elect Director Susan Tomasky | Management | For | Voted - For |
Elect Director Willie A. Deese | Management | For | Voted - For |
Elect Director Jamie M. Gentoso | Management | For | Voted - For |
Elect Director Barry H. Ostrowsky | Management | For | Voted - For |
Elect Director Valerie A. Smith | Management | For | Voted - For |
Elect Director Scott G. Stephenson | Management | For | Voted - For |
Elect Director Laura A. Sugg | Management | For | Voted - For |
Elect Director John P. Surma | Management | For | Voted - For |
Elect Director Alfred W. Zollar | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Eliminate Supermajority Vote Requirements for | |||
Certain Business Combinations | Management | For | Voted - For |
Eliminate Supermajority Vote Requirements to Remove | |||
a Director Without Cause | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement to Make | |||
Certain Amendments to By-Laws | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
173
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
PULTEGROUP, INC. | |||
Security ID: 745867101 Ticker: PHM | |||
Meeting Date: 03-May-23 | |||
Elect Director Brian P. Anderson | Management | For | Voted - For |
Elect Director Bryce Blair | Management | For | Voted - For |
Elect Director Thomas J. Folliard | Management | For | Voted - For |
Elect Director Cheryl W. Grise | Management | For | Voted - For |
Elect Director Andre J. Hawaux | Management | For | Voted - For |
Elect Director J. Phillip Holloman | Management | For | Voted - For |
Elect Director Ryan R. Marshall | Management | For | Voted - For |
Elect Director John R. Peshkin | Management | For | Voted - For |
Elect Director Scott F. Powers | Management | For | Voted - For |
Elect Director Lila Snyder | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
QORVO, INC. | |||
Security ID: 74736K101 Ticker: QRVO | |||
Meeting Date: 09-Aug-22 | |||
Elect Director Ralph G. Quinsey | Management | For | Voted - For |
Elect Director Robert A. Bruggeworth | Management | For | Voted - For |
Elect Director Judy Bruner | Management | For | Voted - For |
Elect Director Jeffery R. Gardner | Management | For | Voted - For |
Elect Director John R. Harding | Management | For | Voted - For |
Elect Director David H. Y. Ho | Management | For | Voted - For |
Elect Director Roderick D. Nelson | Management | For | Voted - For |
Elect Director Walden C. Rhines | Management | For | Voted - For |
Elect Director Susan L. Spradley | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
QUALCOMM INCORPORATED | |||
Security ID: 747525103 Ticker: QCOM | |||
Meeting Date: 08-Mar-23 | |||
Elect Director Sylvia Acevedo | Management | For | Voted - For |
Elect Director Cristiano R. Amon | Management | For | Voted - For |
Elect Director Mark Fields | Management | For | Voted - For |
Elect Director Jeffrey W. Henderson | Management | For | Voted - For |
174
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Gregory N. Johnson | Management | For | Voted - For |
Elect Director Ann M. Livermore | Management | For | Voted - For |
Elect Director Mark D. McLaughlin | Management | For | Voted - For |
Elect Director Jamie S. Miller | Management | For | Voted - For |
Elect Director Irene B. Rosenfeld | Management | For | Voted - For |
Elect Director Kornelis (Neil) Smit | Management | For | Voted - For |
Elect Director Jean-Pascal Tricoire | Management | For | Voted - For |
Elect Director Anthony J. Vinciquerra | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
QUANTA SERVICES, INC. | |||
Security ID: 74762E102 Ticker: PWR | |||
Meeting Date: 23-May-23 | |||
Elect Director Earl C. (Duke) Austin, Jr. | Management | For | Voted - For |
Elect Director Doyle N. Beneby | Management | For | Voted - For |
Elect Director Vincent D. Poster | Management | For | Voted - For |
Elect Director Bernard Fried | Management | For | Voted - For |
Elect Director Worthing F. Jackman | Management | For | Voted - For |
Elect Director Holli C. Ladhani | Management | For | Voted - For |
Elect Director David M. McClanahan | Management | For | Voted - For |
Elect Director R. Scott Rowe | Management | For | Voted - For |
Elect Director Margaret B. Shannon | Management | For | Voted - For |
Elect Director Martha B. Wyrsch | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
QUEST DIAGNOSTICS INCORPORATED | |||
Security ID: 74834L100 Ticker: DGX | |||
Meeting Date: 17-May-23 | |||
Elect Director James E. Davis | Management | For | Voted - For |
Elect Director Luis A. Diaz, Jr. | Management | For | Voted - For |
Elect Director Tracey C. Doi | Management | For | Voted - For |
Elect Director Vicky B. Gregg | Management | For | Voted - For |
Elect Director Wright L. Lassiter, III | Management | For | Voted - For |
Elect Director Timothy L. Main | Management | For | Voted - For |
Elect Director Denise M. Morrison | Management | For | Voted - For |
Elect Director Gary M. Pfeiffer | Management | For | Voted - For |
Elect Director Timothy M. Ring | Management | For | Voted - For |
Elect Director Gail R. Wilensky | Management | For | Voted - For |
175
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Adopt GHG Emissions Reduction Targets Aligned with | |||
the Paris Agreement Goal | Shareholder | Against | Voted - Against |
RAYMOND JAMES FINANCIAL, INC. | |||
Security ID: 754730109 Ticker: RJF | |||
Meeting Date: 23-Feb-23 | |||
Elect Director Marlene Debel | Management | For | Voted - For |
Elect Director Robert M. Dutkowsky | Management | For | Voted - For |
Elect Director Jeffrey N. Edwards | Management | For | Voted - For |
Elect Director Benjamin C. Esty | Management | For | Voted - For |
Elect Director Anne Gates | Management | For | Voted - For |
Elect Director Thomas A. James | Management | For | Voted - For |
Elect Director Gordon L. Johnson | Management | For | Voted - For |
Elect Director Roderick C. McGeary | Management | For | Voted - For |
Elect Director Paul C. Reilly | Management | For | Voted - For |
Elect Director Raj Seshadri | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
RAYTHEON TECHNOLOGIES CORPORATION | |||
Security ID: 75513E101 Ticker: RTX | |||
Meeting Date: 02-May-23 | |||
Elect Director Tracy A. Atkinson | Management | For | Voted - For |
Elect Director Leanne G. Caret | Management | For | Voted - For |
Elect Director Bernard A. Harris, Jr. | Management | For | Voted - For |
Elect Director Gregory J. Hayes | Management | For | Voted - For |
Elect Director George R. Oliver | Management | For | Voted - For |
Elect Director Robert K. (Kelly) Ortberg | Management | For | Voted - For |
Elect Director Dinesh C. Paliwal | Management | For | Voted - For |
Elect Director Ellen M. Pawlikowski | Management | For | Voted - For |
Elect Director Denise L. Ramos | Management | For | Voted - For |
Elect Director Fredric G. Reynolds | Management | For | Voted - For |
Elect Director Brian C. Rogers | Management | For | Voted - For |
Elect Director James A. Winnefeld, Jr. | Management | For | Voted - For |
Elect Director Robert O. Work | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
176
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Amend Certificate of Incorporation to Eliminate | |||
Personal Liability of Officers for Monetary Damages | |||
For Breach of Fiduciary Duty as an Officer | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Efforts to Reduce GHG Emissions in | |||
Alignment with Paris Agreement Goal | Shareholder | Against | Voted - Against |
REGENERON PHARMACEUTICALS, INC. | |||
Security ID: 75886F107 Ticker: REGN | |||
Meeting Date: 09-Jun-23 | |||
Elect Director Joseph L. Goldstein | Management | For | Voted - Against |
Elect Director Christine A. Poon | Management | For | Voted - Against |
Elect Director Craig B. Thompson | Management | For | Voted - For |
Elect Director Huda Y. Zoghbi | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
REGIONS FINANCIAL CORPORATION | |||
Security ID: 7591EP100 Ticker: RF | |||
Meeting Date: 19-Apr-23 | |||
Elect Director Mark A. Crosswhite | Management | For | Voted - For |
Elect Director Noopur Davis | Management | For | Voted - For |
Elect Director Zhanna Golodryga | Management | For | Voted - For |
Elect Director J. Thomas Hill | Management | For | Voted - For |
Elect Director John D. Johns | Management | For | Voted - For |
Elect Director Joia M. Johnson | Management | For | Voted - For |
Elect Director Ruth Ann Marshall | Management | For | Voted - For |
Elect Director Charles D. McCrary | Management | For | Voted - For |
Elect Director James T. Prokopanko | Management | For | Voted - For |
Elect Director Lee J. Styslinger, III | Management | For | Voted - For |
Elect Director Jose S. Suquet | Management | For | Voted - For |
Elect Director John M. Turner, Jr. | Management | For | Voted - For |
Elect Director Timothy Vines | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
177
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
RELIANCE STEEL & ALUMINUM CO. | |||
Security ID: 759509102 Ticker: RS | |||
Meeting Date: 17-May-23 | |||
Elect Director Lisa L. Baldwin | Management | For | Voted - For |
Elect Director Karen W. Colonias | Management | For | Voted - For |
Elect Director Frank J. Dellaquila | Management | For | Voted - For |
Elect Director James D. Hoffman | Management | For | Voted - For |
Elect Director Mark V. Kaminski | Management | For | Voted - For |
Elect Director Karla R. Lewis | Management | For | Voted - For |
Elect Director Robert A. McEvoy | Management | For | Voted - For |
Elect Director David W. Seeger | Management | For | Voted - For |
Elect Director Douglas W. Stotlar | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chairman | Shareholder | Against | Voted - Against |
REPUBLIC SERVICES, INC. | |||
Security ID: 760759100 Ticker: RSG | |||
Meeting Date: 12-May-23 | |||
Elect Director Manuel Kadre | Management | For | Voted - For |
Elect Director Tomago Collins | Management | For | Voted - For |
Elect Director Michael A. Duffy | Management | For | Voted - For |
Elect Director Thomas W. Handley | Management | For | Voted - For |
Elect Director Jennifer M. Kirk | Management | For | Voted - For |
Elect Director Michael Larson | Management | For | Voted - For |
Elect Director James P. Snee | Management | For | Voted - For |
Elect Director Brian S. Tyler | Management | For | Voted - For |
Elect Director Jon Vander Ark | Management | For | Voted - For |
Elect Director Sandra M. Volpe | Management | For | Voted - For |
Elect Director Katharine B. Weymouth | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
RESMED INC. | |||
Security ID: 761152107 Ticker: RMD | |||
Meeting Date: 16-Nov-22 | |||
Elect Director Carol Burt | Management | For | Voted - For |
Elect Director Jan De Witte | Management | For | Voted - For |
178
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Karen Drexler | Management | For | Voted - For |
Elect Director Michael 'Mick' Farrell | Management | For | Voted - For |
Elect Director Peter Farrell | Management | For | Voted - For |
Elect Director Harjit Gill | Management | For | Voted - For |
Elect Director John Hernandez | Management | For | Voted - For |
Elect Director Richard Sulpizio | Management | For | Voted - For |
Elect Director Desney Tan | Management | For | Voted - For |
Elect Director Ronald Taylor | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
ROBLOX CORPORATION | |||
Security ID: 771049103 Ticker: RBLX | |||
Meeting Date: 25-May-23 | |||
Elect Director David Baszucki | Management | For | Voted - Withheld |
Elect Director Gregory Baszucki | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
ROCKWELL AUTOMATION, INC. | |||
Security ID: 773903109 Ticker: ROK | |||
Meeting Date: 07-Feb-23 | |||
Elect Director William P. Gipson | Management | For | Voted - For |
Elect Director Pam Murphy | Management | For | Voted - For |
Elect Director Donald R. Parfet | Management | For | Voted - For |
Elect Director Robert W. Soderbery | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
ROLLINS, INC. | |||
Security ID: 775711104 Ticker: ROL | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Jerry E. Gahlhoff, Jr. | Management | For | Voted - For |
Elect Director Patrick J. Gunning | Management | For | Voted - For |
Elect Director Gregory B. Morrison | Management | For | Voted - For |
Elect Director Jerry W. Nix | Management | For | Voted - For |
Elect Director P. Russell Hardin | Management | For | Voted - For |
179
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
ROPER TECHNOLOGIES, INC. | |||
Security ID: 776696106 Ticker: ROP | |||
Meeting Date: 13-Jun-23 | |||
Elect Director Shellye L. Archambeau | Management | For | Voted - For |
Elect Director Amy Woods Brinkley | Management | For | Voted - For |
Elect Director Irene M. Esteves | Management | For | Voted - Against |
Elect Director L. Neil Hunn | Management | For | Voted - For |
Elect Director Robert D. Johnson | Management | For | Voted - For |
Elect Director Thomas P. Joyce, Jr. | Management | For | Voted - For |
Elect Director Laura G. Thatcher | Management | For | Voted - For |
Elect Director Richard F. Wallman | Management | For | Voted - For |
Elect Director Christopher Wright | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Certificate of Incorporation to Permit the | |||
Exculpation of Officers | Management | For | Voted - For |
ROSS STORES, INC. | |||
Security ID: 778296103 Ticker: ROST | |||
Meeting Date: 17-May-23 | |||
Elect Director K. Gunnar Bjorklund | Management | For | Voted - For |
Elect Director Michael J. Bush | Management | For | Voted - For |
Elect Director Edward G. Cannizzaro | Management | For | Voted - For |
Elect Director Sharon D. Garrett | Management | For | Voted - For |
Elect Director Michael J. Hartshorn | Management | For | Voted - For |
Elect Director Stephen D. Milligan | Management | For | Voted - For |
Elect Director Patricia H. Mueller | Management | For | Voted - For |
Elect Director George P. Orban | Management | For | Voted - For |
Elect Director Larree M. Renda | Management | For | Voted - For |
Elect Director Barbara Rentler | Management | For | Voted - For |
Elect Director Doniel N. Sutton | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
180
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ROYAL CARIBBEAN CRUISES LTD. | |||
Security ID: V7780T103 Ticker: RCL | |||
Meeting Date: 01-Jun-23 | |||
Elect Director John F. Brock | Management | For | Voted - For |
Elect Director Richard D. Fain | Management | For | Voted - For |
Elect Director Stephen R. Howe, Jr. | Management | For | Voted - For |
Elect Director William L. Kimsey | Management | For | Voted - For |
Elect Director Michael O. Leavitt | Management | For | Voted - For |
Elect Director Jason T. Liberty | Management | For | Voted - For |
Elect Director Amy McPherson | Management | For | Voted - For |
Elect Director Maritza G. Montiel | Management | For | Voted - For |
Elect Director Ann S. Moore | Management | For | Voted - For |
Elect Director Eyal M. Ofer | Management | For | Voted - For |
Elect Director Vagn O. Sorensen | Management | For | Voted - For |
Elect Director Donald Thompson | Management | For | Voted - For |
Elect Director Arne Alexander Wilhelmsen | Management | For | Voted - For |
Elect Director Rebecca Yeung | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
ROYALTY PHARMA PLC | |||
Security ID: G7709Q104 Ticker: RPRX | |||
Meeting Date: 22-Jun-23 | |||
Elect Director Pablo Legorreta | Management | For | Voted - For |
Elect Director Henry Fernandez | Management | For | Voted - For |
Elect Director Bonnie Bassler | Management | For | Voted - For |
Elect Director Errol De Souza | Management | For | Voted - For |
Elect Director Catherine Engelbert | Management | For | Voted - For |
Elect Director M. Germano Giuliani | Management | For | Voted - For |
Elect Director David Hodgson | Management | For | Voted - For |
Elect Director Ted Love | Management | For | Voted - For |
Elect Director Gregory Norden | Management | For | Voted - For |
Elect Director Rory Riggs | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Accept Financial Statements and Statutory Reports | Management | For | Voted - For |
Approve Remuneration Report | Management | For | Voted - Against |
Ratify Ernst & Young as U.K. Statutory Auditors | Management | For | Voted - For |
Authorise Board to Fix Remuneration of Auditors | Management | For | Voted - For |
181
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
RPM INTERNATIONAL INC. | |||
Security ID: 749685103 Ticker: RPM | |||
Meeting Date: 06-Oct-22 | |||
Elect Director Kirkland B. Andrews | Management | For | Voted - For |
Elect Director Ellen M. Pawlikowski | Management | For | Voted - For |
Elect Director Frank C. Sullivan | Management | For | Voted - For |
Elect Director Elizabeth F. Whited | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
S&P GLOBAL INC. | |||
Security ID: 78409V104 Ticker: SPGI | |||
Meeting Date: 03-May-23 | |||
Elect Director Marco Alvera | Management | For | Voted - For |
Elect Director Jacques Esculier | Management | For | Voted - For |
Elect Director Gay Huey Evans | Management | For | Voted - For |
Elect Director William D. Green | Management | For | Voted - For |
Elect Director Stephanie C. Hill | Management | For | Voted - For |
Elect Director Rebecca Jacoby | Management | For | Voted - For |
Elect Director Robert P. Kelly | Management | For | Voted - For |
Elect Director Ian Paul Livingston | Management | For | Voted - For |
Elect Director Deborah D. McWhinney | Management | For | Voted - For |
Elect Director Maria R. Morris | Management | For | Voted - For |
Elect Director Douglas L. Peterson | Management | For | Voted - For |
Elect Director Richard E. Thornburgh | Management | For | Voted - For |
Elect Director Gregory Washington | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
SALESFORCE, INC. | |||
Security ID: 79466L302 Ticker: CRM | |||
Meeting Date: 08-Jun-23 | |||
Elect Director Marc Benioff | Management | For | Voted - For |
Elect Director Laura Alber | Management | For | Voted - For |
Elect Director Craig Conway | Management | For | Voted - For |
Elect Director Arnold Donald | Management | For | Voted - For |
Elect Director Parker Harris | Management | For | Voted - For |
Elect Director Neelie Kroes | Management | For | Voted - For |
Elect Director Sachin Mehra | Management | For | Voted - For |
182
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director G. Mason Morfit | Management | For | Voted - For |
Elect Director Oscar Munoz | Management | For | Voted - For |
Elect Director John V. Roos | Management | For | Voted - For |
Elect Director Robin Washington | Management | For | Voted - For |
Elect Director Maynard Webb | Management | For | Voted - For |
Elect Director Susan Wojcicki | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Adopt Policy Prohibiting Directors from | |||
Simultaneously Sitting on the Board of Directors of | |||
Any Other Company | Shareholder | Against | Voted - Against |
SCHLUMBERGER N.V. | |||
Security ID: 806857108 Ticker: SLB | |||
Meeting Date: 05-Apr-23 | |||
Elect Director Peter Coleman | Management | For | Voted - For |
Elect Director Patrick de La Chevardiere | Management | For | Voted - For |
Elect Director Miguel Galuccio | Management | For | Voted - For |
Elect Director Olivier Le Peuch | Management | For | Voted - For |
Elect Director Samuel Leupold | Management | For | Voted - For |
Elect Director Tatiana Mitrova | Management | For | Voted - For |
Elect Director Maria Moraeus Hanssen | Management | For | Voted - For |
Elect Director Vanitha Narayanan | Management | For | Voted - For |
Elect Director Mark Papa | Management | For | Voted - For |
Elect Director Jeff Sheets | Management | For | Voted - For |
Elect Director Ulrich Spiesshofer | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Adopt and Approve Financials and Dividends | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
SEAGATE TECHNOLOGY HOLDINGS PLC | |||
Security ID: G7997R103 Ticker: STX | |||
Meeting Date: 24-Oct-22 | |||
Elect Director Shankar Arumugavelu | Management | For | Voted - For |
Elect Director Prat S. Bhatt | Management | For | Voted - For |
Elect Director Judy Bruner | Management | For | Voted - For |
Elect Director Michael R. Cannon | Management | For | Voted - For |
Elect Director Richard L. Clemmer | Management | For | Voted - For |
Elect Director Yolanda L. Conyers | Management | For | Voted - For |
183
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Jay L. Geldmacher | Management | For | Voted - For |
Elect Director Dylan Haggart | Management | For | Voted - For |
Elect Director William D. Mosley | Management | For | Voted - For |
Elect Director Stephanie Tilenius | Management | For | Voted - For |
Elect Director Edward J. Zander | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors and Authorise | |||
Their Remuneration | Management | For | Voted - For |
Determine Price Range for Reissuance of Treasury | |||
Shares | Management | For | Voted - For |
SEAGEN INC. | |||
Security ID: 81181C104 Ticker: SGEN | |||
Meeting Date: 30-May-23 | |||
Approve Merger Agreement | Management | For | Voted - For |
Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
Meeting Date: 31-May-23 | |||
Elect Director David W. Gryska | Management | For | Voted - For |
Elect Director John A. Orwin | Management | For | Voted - For |
Elect Director Alpna H. Seth | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
SEMPRA ENERGY | |||
Security ID: 816851109 Ticker: SRE | |||
Meeting Date: 12-May-23 | |||
Elect Director Andres Conesa | Management | For | Voted - For |
Elect Director Pablo A. Ferrero | Management | For | Voted - For |
Elect Director Jeffrey W. Martin | Management | For | Voted - For |
Elect Director Bethany J. Mayer | Management | For | Voted - For |
Elect Director Michael N. Mears | Management | For | Voted - For |
Elect Director Jack T. Taylor | Management | For | Voted - For |
Elect Director Cynthia L. Walker | Management | For | Voted - For |
Elect Director Cynthia J. Warner | Management | For | Voted - For |
Elect Director James C. Yardley | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
184
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Increase Authorized Common Stock | Management | For | Voted - For |
Change Company Name to Sempra | Management | For | Voted - For |
Amend Articles of Incorporation | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
SERVICE CORPORATION INTERNATIONAL | |||
Security ID: 817565104 Ticker: SCI | |||
Meeting Date: 02-May-23 | |||
Elect Director Alan R. Buckwalter | Management | For | Voted - For |
Elect Director Anthony L. Coelho | Management | For | Voted - For |
Elect Director Jakki L. Haussler | Management | For | Voted - For |
Elect Director Victor L. Lund | Management | For | Voted - For |
Elect Director Ellen Ochoa | Management | For | Voted - For |
Elect Director Thomas L. Ryan | Management | For | Voted - For |
Elect Director C. Park Shaper | Management | For | Voted - For |
Elect Director Sara Martinez Tucker | Management | For | Voted - For |
Elect Director W. Blair Waltrip | Management | For | Voted - For |
Elect Director Marcus A. Watts | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
SERVICENOW, INC. | |||
Security ID: 81762P102 Ticker: NOW | |||
Meeting Date: 01-Jun-23 | |||
Elect Director Susan L. Bostrom | Management | For | Voted - For |
Elect Director Teresa Briggs | Management | For | Voted - For |
Elect Director Jonathan C. Chadwick | Management | For | Voted - For |
Elect Director Paul E. Chamberlain | Management | For | Voted - For |
Elect Director Lawrence J. Jackson, Jr. | Management | For | Voted - For |
Elect Director Frederic B. Luddy | Management | For | Voted - For |
Elect Director William R. McDermott | Management | For | Voted - For |
Elect Director Jeffrey A. Miller | Management | For | Voted - For |
Elect Director Joseph 'Larry' Quinlan | Management | For | Voted - For |
Elect Director Anita M. Sands | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Elect Director Deborah Black | Management | For | Voted - For |
185
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
SIRIUS XM HOLDINGS INC. | |||
Security ID: 82968B103 Ticker: SIRI | |||
Meeting Date: 01-Jun-23 | |||
Elect Director David A. Blau | Management | For | Voted - Withheld |
Elect Director Eddy W. Hartenstein | Management | For | Voted - For |
Elect Director Robin P. Hickenlooper | Management | For | Voted - Withheld |
Elect Director James P. Holden | Management | For | Voted - For |
Elect Director Gregory B. Maffei | Management | For | Voted - Withheld |
Elect Director Evan D. Malone | Management | For | Voted - For |
Elect Director James E. Meyer | Management | For | Voted - Withheld |
Elect Director Jonelle Procope | Management | For | Voted - For |
Elect Director Michael Rapino | Management | For | Voted - For |
Elect Director Kristina M. Salen | Management | For | Voted - For |
Elect Director Carl E. Vogel | Management | For | Voted - For |
Elect Director Jennifer C. Witz | Management | For | Voted - For |
Elect Director David M. Zaslav | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
SKYWORKS SOLUTIONS, INC. | |||
Security ID: 83088M102 Ticker: SWKS | |||
Meeting Date: 10-May-23 | |||
Elect Director Alan S. Batey | Management | For | Voted - For |
Elect Director Kevin L. Beebe | Management | For | Voted - For |
Elect Director Liam K. Griffin | Management | For | Voted - Against |
Elect Director Eric J. Guerin | Management | For | Voted - For |
Elect Director Christine King | Management | For | Voted - For |
Elect Director Suzanne E. McBride | Management | For | Voted - For |
Elect Director David P. McGlade | Management | For | Voted - For |
Elect Director Robert A. Schriesheim | Management | For | Voted - For |
Elect Director Maryann Turcke | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Certain Officers | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | For | Voted - For |
186
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
SNAP-ON INCORPORATED | |||
Security ID: 833034101 Ticker: SNA | |||
Meeting Date: 27-Apr-23 | |||
Elect Director David C. Adams | Management | For | Voted - For |
Elect Director Karen L. Daniel | Management | For | Voted - For |
Elect Director Ruth Ann M. Gillis | Management | For | Voted - For |
Elect Director James P. Holden | Management | For | Voted - For |
Elect Director Nathan J. Jones | Management | For | Voted - For |
Elect Director Henry W. Knueppel | Management | For | Voted - For |
Elect Director W. Dudley Lehman | Management | For | Voted - For |
Elect Director Nicholas T. Pinchuk | Management | For | Voted - For |
Elect Director Gregg M. Sherrill | Management | For | Voted - For |
Elect Director Donald J. Stebbins | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
SNOWFLAKE INC. | |||
Security ID: 833445109 Ticker: SNOW | |||
Meeting Date: 07-Jul-22 | |||
Elect Director Kelly A. Kramer | Management | For | Voted - Withheld |
Elect Director Frank Slootman | Management | For | Voted - Withheld |
Elect Director Michael L. Speiser | Management | For | Voted - Withheld |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
SOLAREDGE TECHNOLOGIES, INC. | |||
Security ID: 83417M104 Ticker: SEDG | |||
Meeting Date: 01-Jun-23 | |||
Elect Director Marcel Gani | Management | For | Voted - For |
Elect Director Tal Payne | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Declassify the Board of Directors | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Amend Certificate of Incorporation to Add Federal | |||
Forum Selection Provision | Management | For | Voted - For |
187
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
SOUTHERN COPPER CORPORATION | |||
Security ID: 84265V105 Ticker: SCCO | |||
Meeting Date: 26-May-23 | |||
Elect Director German Larrea Mota-Velasco | Management | For | Voted - Withheld |
Elect Director Oscar Gonzalez Rocha | Management | For | Voted - Withheld |
Elect Director Vicente Ariztegui Andreve | Management | For | Voted - For |
Elect Director Enrique Castillo Sanchez Mejorada | Management | For | Voted - For |
Elect Director Leonardo Contreras Lerdo de Tejada | Management | For | Voted - For |
Elect Director Xavier Garcia de Quevedo Topete | Management | For | Voted - Withheld |
Elect Director Luis Miguel Palomino Bonilla | Management | For | Voted - Withheld |
Elect Director Gilberto Perezalonso Cifuentes | Management | For | Voted - Withheld |
Elect Director Carlos Ruiz Sacristan | Management | For | Voted - Withheld |
Ratify Galaz, Yamazaki, Ruiz Urquiza S.C. as | |||
Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
SOUTHWEST AIRLINES CO. | |||
Security ID: 844741108 Ticker: LUV | |||
Meeting Date: 17-May-23 | |||
Elect Director David W. Biegler | Management | For | Voted - For |
Elect Director J. Veronica Biggins | Management | For | Voted - For |
Elect Director Douglas H. Brooks | Management | For | Voted - For |
Elect Director Eduardo F. Conrado | Management | For | Voted - For |
Elect Director William H. Cunningham | Management | For | Voted - For |
Elect Director Thomas W. Gilligan | Management | For | Voted - For |
Elect Director David P. Hess | Management | For | Voted - For |
Elect Director Robert E. Jordan | Management | For | Voted - For |
Elect Director Gary C. Kelly | Management | For | Voted - For |
Elect Director Elaine Mendoza | Management | For | Voted - For |
Elect Director John T. Montford | Management | For | Voted - For |
Elect Director Christopher P. Reynolds | Management | For | Voted - For |
Elect Director Ron Ricks | Management | For | Voted - For |
Elect Director Jill A. Soltau | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Adopt Majority Vote Cast to Remove Directors With | |||
or Without Cause | Shareholder | Against | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
188
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
SPLUNK INC. | |||
Security ID: 848637104 Ticker: SPLK | |||
Meeting Date: 21-Jun-23 | |||
Elect Director Patricia Morrison | Management | For | Voted - Against |
Elect Director David Tunnell | Management | For | Voted - For |
Elect Director Dennis L. Via | Management | For | Voted - For |
Elect Director Luis Visoso | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Amend Omnibus Stock Plan | Management | For | Voted - Against |
SPOTIFY TECHNOLOGY SA | |||
Security ID: L8681T102 Ticker: SPOT | |||
Meeting Date: 29-Mar-23 | |||
Approve Consolidated Financial Statements and | |||
Statutory Reports | Management | For | Do Not Vote |
Approve Allocation of Income | Management | For | Do Not Vote |
Approve Discharge of Directors | Management | For | Do Not Vote |
Elect Daniel Ek as A Director | Management | For | Do Not Vote |
Elect Martin Lorentzon as A Director | Management | For | Do Not Vote |
Elect Shishir Samir Mehrotra as A Director | Management | For | Do Not Vote |
Elect Christopher Marsall as B Director | Management | For | Do Not Vote |
Elect Barry McCarthy as B Director | Management | For | Do Not Vote |
Elect Heidi O'Neill as B Director | Management | For | Do Not Vote |
Elect Ted Sarandos as B Director | Management | For | Do Not Vote |
Elect Thomas Owen Staggs as B Director | Management | For | Do Not Vote |
Elect Mona Sutphen as B Director | Management | For | Do Not Vote |
Elect Padmasree Warrior as B Director | Management | For | Do Not Vote |
Appoint Ernst & Young S.A. (Luxembourg) as Auditor | Management | For | Do Not Vote |
Approve Remuneration of Directors | Management | For | Do Not Vote |
Authorize Guy Harles and Alexandre Gobert to | |||
Execute and Deliver, and with Full Power of | |||
Substitution, Any Documents Necessary or Useful in | |||
Connection with the Annual Filing and Registration | |||
Required by the Luxembourg Laws | Management | For | Do Not Vote |
Authorize Issuance of Equity or Equity-Linked | |||
Securities without Preemptive Rights and Amend | |||
Articles of Association | Management | For | Do Not Vote |
189
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
SS&C TECHNOLOGIES HOLDINGS, INC. | |||
Security ID: 78467J100 Ticker: SSNC | |||
Meeting Date: 17-May-23 | |||
Elect Director Normand A. Boulanger | Management | For | Voted - Against |
Elect Director David A. Varsano | Management | For | Voted - Against |
Elect Director Michael J. Zamkow | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
STANLEY BLACK & DECKER, INC. | |||
Security ID: 854502101 Ticker: SWK | |||
Meeting Date: 21-Apr-23 | |||
Elect Director Donald Allan, Jr. | Management | For | Voted - For |
Elect Director Andrea J. Ayers | Management | For | Voted - For |
Elect Director Patrick D. Campbell | Management | For | Voted - For |
Elect Director Debra A. Crew | Management | For | Voted - For |
Elect Director Michael D. Hankin | Management | For | Voted - For |
Elect Director Robert J. Manning | Management | For | Voted - For |
Elect Director Adrian V. Mitchell | Management | For | Voted - For |
Elect Director Jane M. Palmieri | Management | For | Voted - For |
Elect Director Mojdeh Poul | Management | For | Voted - For |
Elect Director Irving Tan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
STARBUCKS CORPORATION | |||
Security ID: 855244109 Ticker: SBUX | |||
Meeting Date: 23-Mar-23 | |||
Elect Director Richard E. Allison, Jr. | Management | For | Voted - For |
Elect Director Andrew Campion | Management | For | Voted - For |
Elect Director Beth Ford | Management | For | Voted - For |
Elect Director Mellody Hobson | Management | For | Voted - For |
Elect Director Jorgen Vig Knudstorp | Management | For | Voted - For |
Elect Director Satya Nadella | Management | For | Voted - For |
Elect Director Laxman Narasimhan | Management | For | Voted - For |
190
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Howard Schultz | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Plant-Based Milk Pricing | Shareholder | Against | Voted - Against |
Adopt Policy on Succession Planning | Shareholder | Against | Voted - Against |
Report on Operations in Communist China | Shareholder | Against | Voted - Against |
Commission Third Party Assessment on Company's | |||
Commitment to Freedom of Association and Collective | |||
Bargaining Rights | Shareholder | Against | Voted - Against |
Establish Committee on Corporate Sustainability | Shareholder | Against | Voted - Against |
STATE STREET CORPORATION | |||
Security ID: 857477103 Ticker: STT | |||
Meeting Date: 17-May-23 | |||
Elect Director Patrick de Saint-Aignan | Management | For | Voted - For |
Elect Director Marie A. Chandoha | Management | For | Voted - For |
Elect Director DonnaLee DeMaio | Management | For | Voted - For |
Elect Director Amelia C. Fawcett | Management | For | Voted - For |
Elect Director William C. Freda | Management | For | Voted - For |
Elect Director Sara Mathew | Management | For | Voted - For |
Elect Director William L. Meaney | Management | For | Voted - For |
Elect Director Ronald P. O'Hanley | Management | For | Voted - For |
Elect Director Sean O'Sullivan | Management | For | Voted - For |
Elect Director Julio A. Portalatin | Management | For | Voted - For |
Elect Director John B. Rhea | Management | For | Voted - For |
Elect Director Gregory L. Summe | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Asset Management Policies and Diversified | |||
Investors | Shareholder | Against | Voted - Against |
STEEL DYNAMICS, INC. | |||
Security ID: 858119100 Ticker: STLD | |||
Meeting Date: 11-May-23 | |||
Elect Director Mark D. Millett | Management | For | Voted - For |
Elect Director Sheree L. Bargabos | Management | For | Voted - For |
Elect Director Kenneth W. Cornew | Management | For | Voted - For |
Elect Director Traci M. Dolan | Management | For | Voted - For |
Elect Director James C. Marcuccilli | Management | For | Voted - For |
Elect Director Bradley S. Seaman | Management | For | Voted - For |
191
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Gabriel L. Shaheen | Management | For | Voted - For |
Elect Director Luis M. Sierra | Management | For | Voted - For |
Elect Director Steven A. Sonnenberg | Management | For | Voted - For |
Elect Director Richard P. Teets, Jr. | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Adopt Majority Voting for Uncontested Election of | |||
Directors | Management | For | Voted - For |
STERIS PLC | |||
Security ID: G8473T100 Ticker: STE | |||
Meeting Date: 28-Jul-22 | |||
Elect Director Richard C. Breeden | Management | For | Voted - For |
Elect Director Daniel A. Carestio | Management | For | Voted - For |
Elect Director Cynthia L. Feldmann | Management | For | Voted - For |
Elect Director Christopher S. Holland | Management | For | Voted - For |
Elect Director Jacqueline B. Kosecoff | Management | For | Voted - For |
Elect Director Paul E. Martin | Management | For | Voted - For |
Elect Director Nirav R. Shah | Management | For | Voted - For |
Elect Director Mohsen M. Sohi | Management | For | Voted - For |
Elect Director Richard M. Steeves | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Appoint Ernst & Young Chartered Accountants as | |||
Irish Statutory Auditor | Management | For | Voted - For |
Authorise Board to Fix Remuneration of Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
STRYKER CORPORATION | |||
Security ID: 863667101 Ticker: SYK | |||
Meeting Date: 10-May-23 | |||
Elect Director Mary K. Brainerd | Management | For | Voted - For |
Elect Director Giovanni Caforio | Management | For | Voted - For |
Elect Director Srikant M. Datar | Management | For | Voted - For |
Elect Director Allan C. Golston | Management | For | Voted - For |
Elect Director Kevin A. Lobo | Management | For | Voted - For |
Elect Director Sherilyn S. McCoy | Management | For | Voted - For |
Elect Director Andrew K. Silvernail | Management | For | Voted - For |
Elect Director Lisa M. Skeete Tatum | Management | For | Voted - For |
Elect Director Ronda E. Stryker | Management | For | Voted - For |
Elect Director Rajeev Suri | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
192
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Political Contributions and Expenditures | Shareholder | Against | Voted - Against |
SYNCHRONY FINANCIAL | |||
Security ID: 87165B103 Ticker: SYF | |||
Meeting Date: 18-May-23 | |||
Elect Director Brian D. Doubles | Management | For | Voted - For |
Elect Director Fernando Aguirre | Management | For | Voted - For |
Elect Director Paget L. Alves | Management | For | Voted - For |
Elect Director Kamila Chytil | Management | For | Voted - For |
Elect Director Arthur W. Coviello, Jr. | Management | For | Voted - For |
Elect Director Roy A. Guthrie | Management | For | Voted - For |
Elect Director Jeffrey G. Naylor | Management | For | Voted - For |
Elect Director P.W. "Bill" Parker | Management | For | Voted - For |
Elect Director Laurel J. Richie | Management | For | Voted - For |
Elect Director Ellen M. Zane | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
SYNOPSYS, INC. | |||
Security ID: 871607107 Ticker: SNPS | |||
Meeting Date: 12-Apr-23 | |||
Elect Director Aart J. de Geus | Management | For | Voted - For |
Elect Director Luis Borgen | Management | For | Voted - For |
Elect Director Marc N. Casper | Management | For | Voted - For |
Elect Director Janice D. Chaffin | Management | For | Voted - For |
Elect Director Bruce R. Chizen | Management | For | Voted - For |
Elect Director Mercedes Johnson | Management | For | Voted - For |
Elect Director Jeannine P. Sargent | Management | For | Voted - For |
Elect Director John G. Schwarz | Management | For | Voted - For |
Elect Director Roy Vallee | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
193
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
SYSCO CORPORATION | |||
Security ID: 871829107 Ticker: SYY | |||
Meeting Date: 18-Nov-22 | |||
Elect Director Daniel J. Brutto | Management | For | Voted - For |
Elect Director Ali Dibadj | Management | For | Voted - For |
Elect Director Larry C. Glasscock | Management | For | Voted - For |
Elect Director Jill M. Golder | Management | For | Voted - For |
Elect Director Bradley M. Halverson | Management | For | Voted - For |
Elect Director John M. Hinshaw | Management | For | Voted - For |
Elect Director Kevin P. Hourican | Management | For | Voted - For |
Elect Director Hans-Joachim Koerber | Management | For | Voted - For |
Elect Director Alison Kenney Paul | Management | For | Voted - For |
Elect Director Edward D. Shirley | Management | For | Voted - For |
Elect Director Sheila G. Talton | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Third-Party Civil Rights Audit | Shareholder | Against | Voted - Against |
Commission Third Party Report Assessing Company's | |||
Supply Chain Risks | Shareholder | Against | Voted - Against |
Report on Efforts to Reduce Plastic Use | Shareholder | For | Voted - For |
T. ROWE PRICE GROUP, INC. | |||
Security ID: 74144T108 Ticker: TROW | |||
Meeting Date: 09-May-23 | |||
Elect Director Glenn R. August | Management | For | Voted - For |
Elect Director Mark S. Bartlett | Management | For | Voted - For |
Elect Director Dina Dublon | Management | For | Voted - For |
Elect Director Freeman A. Hrabowski, III | Management | For | Voted - For |
Elect Director Robert F. MacLellan | Management | For | Voted - For |
Elect Director Eileen P. Rominger | Management | For | Voted - For |
Elect Director Robert W. Sharps | Management | For | Voted - For |
Elect Director Robert J. Stevens | Management | For | Voted - For |
Elect Director William J. Stromberg | Management | For | Voted - For |
Elect Director Sandra S. Wijnberg | Management | For | Voted - For |
Elect Director Alan D. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Amend Nonqualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
194
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
TAKE-TWO INTERACTIVE SOFTWARE, INC. | |||
Security ID: 874054109 Ticker: TTWO | |||
Meeting Date: 16-Sep-22 | |||
Elect Director Strauss Zelnick | Management | For | Voted - For |
Elect Director Michael Dornemann | Management | For | Voted - For |
Elect Director J Moses | Management | For | Voted - For |
Elect Director Michael Sheresky | Management | For | Voted - For |
Elect Director LaVerne Srinivasan | Management | For | Voted - For |
Elect Director Susan Tolson | Management | For | Voted - For |
Elect Director Paul Viera | Management | For | Voted - For |
Elect Director Roland Hernandez | Management | For | Voted - For |
Elect Director William "Bing" Gordon | Management | For | Voted - For |
Elect Director Ellen Siminoff | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
TARGA RESOURCES CORP. | |||
Security ID: 87612G101 Ticker: TRGP | |||
Meeting Date: 23-May-23 | |||
Elect Director Paul W. Chung | Management | For | Voted - For |
Elect Director Charles R. Crisp | Management | For | Voted - For |
Elect Director Laura C. Fulton | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Efforts to Reduce Methane Emission | |||
Venting and Flaring in Supply Chain | Shareholder | Against | Voted - Against |
TARGET CORPORATION | |||
Security ID: 87612E106 Ticker: TGT | |||
Meeting Date: 14-Jun-23 | |||
Elect Director David P. Abney | Management | For | Voted - For |
Elect Director Douglas M. Baker, Jr. | Management | For | Voted - For |
Elect Director George S. Barrett | Management | For | Voted - For |
Elect Director Gail K. Boudreaux | Management | For | Voted - For |
Elect Director Brian C. Cornell | Management | For | Voted - For |
Elect Director Robert L. Edwards | Management | For | Voted - For |
Elect Director Donald R. Knauss | Management | For | Voted - For |
Elect Director Christine A. Leahy | Management | For | Voted - For |
Elect Director Monica C. Lozano | Management | For | Voted - For |
195
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Grace Puma | Management | For | Voted - For |
Elect Director Derica W. Rice | Management | For | Voted - For |
Elect Director Dmitri L. Stockton | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
TE CONNECTIVITY LTD. | |||
Security ID: H84989104 Ticker: TEL | |||
Meeting Date: 15-Mar-23 | |||
Elect Director Jean-Pierre Clamadieu | Management | For | Voted - For |
Elect Director Terrence R. Curtin | Management | For | Voted - For |
Elect Director Carol A. (John) Davidson | Management | For | Voted - For |
Elect Director Lynn A. Dugle | Management | For | Voted - For |
Elect Director William A. Jeffrey | Management | For | Voted - For |
Elect Director Syaru Shirley Lin | Management | For | Voted - For |
Elect Director Thomas J. Lynch | Management | For | Voted - For |
Elect Director Heath A. Mitts | Management | For | Voted - For |
Elect Director Abhijit Y. Talwalkar | Management | For | Voted - For |
Elect Director Mark C. Trudeau | Management | For | Voted - For |
Elect Director Dawn C. Willoughby | Management | For | Voted - For |
Elect Director Laura H. Wright | Management | For | Voted - For |
Elect Board Chairman Thomas J. Lynch | Management | For | Voted - For |
Elect Abhijit Y. Talwalkar as Member of Management | |||
Development and Compensation Committee | Management | For | Voted - For |
Elect Mark C. Trudeau as Member of Management | |||
Development and Compensation Committee | Management | For | Voted - For |
Elect Dawn C. Willoughby as Member of Management | |||
Development and Compensation Committee | Management | For | Voted - For |
Designate Rene Schwarzenbach as Independent Proxy | Management | For | Voted - For |
Accept Annual Report for Fiscal Year Ended | |||
September 30, 2022 | Management | For | Voted - For |
Accept Statutory Financial Statements for Fiscal | |||
Year Ended September 30, 2022 | Management | For | Voted - For |
Approve Consolidated Financial Statements for | |||
Fiscal Year Ended September 30, 2022 | Management | For | Voted - For |
Approve Discharge of Board and Senior Management | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Independent | |||
Registered Public Accounting Firm for Fiscal Year | |||
2023 | Management | For | Voted - For |
Ratify Deloitte AG as Swiss Registered Auditors | Management | For | Voted - For |
Ratify PricewaterhouseCoopers AG as Special Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Remuneration Report | Management | For | Voted - For |
196
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Approve Remuneration of Executive Management in the | |||
Amount of USD 53.5 Million | Management | For | Voted - For |
Approve Remuneration of Board of Directors in the | |||
Amount of USD 4.1 Million | Management | For | Voted - For |
Approve Allocation of Available Earnings at | |||
September 30, 2022 | Management | For | Voted - For |
Approve Declaration of Dividend | Management | For | Voted - For |
Authorize Share Repurchase Program | Management | For | Voted - For |
Approve Reduction in Share Capital via Cancelation | |||
of Shares | Management | For | Voted - For |
Amend Articles to Reflect Changes in Capital | Management | For | Voted - For |
TELEDYNE TECHNOLOGIES INCORPORATED | |||
Security ID: 879360105 Ticker: TDY | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Kenneth C. Dahlberg | Management | For | Voted - For |
Elect Director Michelle A. Kumbier | Management | For | Voted - For |
Elect Director Robert A. Malone | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
TELEFLEX INCORPORATED | |||
Security ID: 879369106 Ticker: TFX | |||
Meeting Date: 05-May-23 | |||
Elect Director Gretchen R. Haggerty | Management | For | Voted - For |
Elect Director Liam J. Kelly | Management | For | Voted - For |
Elect Director Jaewon Ryu | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
TERADYNE, INC. | |||
Security ID: 880770102 Ticker: TER | |||
Meeting Date: 12-May-23 | |||
Elect Director Timothy E. Guertin | Management | For | Voted - For |
Elect Director Peter Herweck | Management | For | Voted - For |
197
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Mercedes Johnson | Management | For | Voted - For |
Elect Director Ernest E. Maddock | Management | For | Voted - Against |
Elect Director Marilyn Matz | Management | For | Voted - For |
Elect Director Gregory S. Smith | Management | For | Voted - For |
Elect Director Ford Tamer | Management | For | Voted - For |
Elect Director Paul J. Tufano | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
TESLA, INC. | |||
Security ID: 88160R101 Ticker: TSLA | |||
Meeting Date: 04-Aug-22 | |||
Elect Director Ira Ehrenpreis | Management | For | Voted - Against |
Elect Director Kathleen Wilson-Thompson | Management | For | Voted - Against |
Reduce Director Terms from Three to Two Years | Management | For | Voted - For |
Eliminate Supermajority Voting Provisions | Management | For | Voted - For |
Increase Authorized Common Stock | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Adopt Proxy Access Right | Shareholder | Against | Voted - Against |
Report on Efforts to Prevent Harassment and | |||
Discrimination in the Workplace | Shareholder | Against | Voted - For |
Report on Racial and Gender Board Diversity | Shareholder | Against | Voted - Against |
Report on the Impacts of Using Mandatory Arbitration | Shareholder | Against | Voted - Against |
Report on Corporate Climate Lobbying in line with | |||
Paris Agreement | Shareholder | Against | Voted - Against |
Adopt a Policy on Respecting Rights to Freedom of | |||
Association and Collective Bargaining | Shareholder | Against | Voted - Against |
Report on Eradicating Child Labor in Battery Supply | |||
Chain | Shareholder | Against | Voted - Against |
Report on Water Risk Exposure | Shareholder | Against | Voted - Against |
Meeting Date: 16-May-23 | |||
Elect Director Elon Musk | Management | For | Voted - For |
Elect Director Robyn Denholm | Management | For | Voted - For |
Elect Director JB Straubel | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Key-Person Risk and Efforts to Ameliorate | |||
It Shareholder | Against | Voted - Against |
198
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
TEXAS INSTRUMENTS INCORPORATED | |||
Security ID: 882508104 Ticker: TXN | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Mark A. Blinn | Management | For | Voted - For |
Elect Director Todd M. Bluedorn | Management | For | Voted - For |
Elect Director Janet F. Clark | Management | For | Voted - For |
Elect Director Carrie S. Cox | Management | For | Voted - For |
Elect Director Martin S. Craighead | Management | For | Voted - For |
Elect Director Curtis C. Farmer | Management | For | Voted - For |
Elect Director Jean M. Hobby | Management | For | Voted - For |
Elect Director Haviv Ilan | Management | For | Voted - For |
Elect Director Ronald Kirk | Management | For | Voted - For |
Elect Director Pamela H. Patsley | Management | For | Voted - For |
Elect Director Robert E. Sanchez | Management | For | Voted - For |
Elect Director Richard K. Templeton | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Report on Due Diligence Efforts to Trace End-User | |||
Misuse of Company Products | Shareholder | Against | Voted - Against |
TEXAS PACIFIC LAND CORP. | |||
Security ID: 88262P102 Ticker: TPL | |||
Meeting Date: 18-May-23 | |||
Elect Director Rhys J. Best | Management | For | Voted - For |
Elect Director Donald G. Cook | Management | For | Voted - For |
Elect Director Donna E. Epps | Management | For | Voted - For |
Elect Director Eric L. Oliver | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Increase Authorized Common Stock | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Provide Right to Call a Special Meeting at a 10 | |||
Percent Ownership Threshold | Shareholder | Against | Voted - Against |
Employ Advisors In Connection with Evaluation of | |||
Potential Spinoff | Shareholder | Against | Voted - Against |
Release All Remaining Obligations of the | |||
Stockholders' Agreement | Shareholder | Against | Voted - Against |
Provide Right to Act by Written Consent | Shareholder | Against | Voted - For |
199
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Require a Majority Vote Standard for the Election | |||
of Directors with Mandatory Resignation Policy | Shareholder | Against | Voted - Against |
TEXTRON INC. | |||
Security ID: 883203101 Ticker: TXT | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Richard F. Ambrose | Management | For | Voted - For |
Elect Director Kathleen M. Bader | Management | For | Voted - For |
Elect Director R. Kerry Clark | Management | For | Voted - For |
Elect Director Scott C. Donnelly | Management | For | Voted - For |
Elect Director Deborah Lee James | Management | For | Voted - For |
Elect Director Thomas A. Kennedy | Management | For | Voted - For |
Elect Director Lionel L. Nowell, III | Management | For | Voted - For |
Elect Director James L. Ziemer | Management | For | Voted - For |
Elect Director Maria T. Zuber | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
THE AES CORPORATION | |||
Security ID: 00130H105 Ticker: AES | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Janet G. Davidson | Management | For | Voted - For |
Elect Director Andres R. Gluski | Management | For | Voted - For |
Elect Director Tarun Khanna | Management | For | Voted - For |
Elect Director Holly K. Koeppel | Management | For | Voted - For |
Elect Director Julia M. Laulis | Management | For | Voted - For |
Elect Director Alain Monie | Management | For | Voted - For |
Elect Director John B. Morse, Jr. | Management | For | Voted - For |
Elect Director Moises Naim | Management | For | Voted - For |
Elect Director Teresa M. Sebastian | Management | For | Voted - For |
Elect Director Maura Shaughnessy | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
200
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
THE ALLSTATE CORPORATION | |||
Security ID: 020002101 Ticker: ALL | |||
Meeting Date: 23-May-23 | |||
Elect Director Donald E. Brown | Management | For | Voted - For |
Elect Director Kermit R. Crawford | Management | For | Voted - For |
Elect Director Richard T. Hume | Management | For | Voted - For |
Elect Director Margaret M. Keane | Management | For | Voted - For |
Elect Director Siddharth N. Mehta | Management | For | Voted - For |
Elect Director Jacques P. Perold | Management | For | Voted - For |
Elect Director Andrea Redmond | Management | For | Voted - For |
Elect Director Gregg M. Sherrill | Management | For | Voted - For |
Elect Director Judith A. Sprieser | Management | For | Voted - For |
Elect Director Perry M. Traquina | Management | For | Voted - For |
Elect Director Monica Turner | Management | For | Voted - For |
Elect Director Thomas J. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
THE BANK OF NEW YORK MELLON CORPORATION | |||
Security ID: 064058100 Ticker: BK | |||
Meeting Date: 12-Apr-23 | |||
Elect Director Linda Z. Cook | Management | For | Voted - For |
Elect Director Joseph J. Echevarria | Management | For | Voted - For |
Elect Director M. Amy Gilliland | Management | For | Voted - For |
Elect Director Jeffrey A. Goldstein | Management | For | Voted - For |
Elect Director K. Guru Gowrappan | Management | For | Voted - For |
Elect Director Ralph Izzo | Management | For | Voted - For |
Elect Director Sandra E. "Sandie" O'Connor | Management�� | For | Voted - For |
Elect Director Elizabeth E. Robinson | Management | For | Voted - For |
Elect Director Frederick O. Terrell | Management | For | Voted - For |
Elect Director Robin A. Vince | Management | For | Voted - For |
Elect Director Alfred W. "Al" Zollar | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
201
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
THE BOEING COMPANY | |||
Security ID: 097023105 Ticker: BA | |||
Meeting Date: 18-Apr-23 | |||
Elect Director Robert A. Bradway | Management | For | Voted - For |
Elect Director David L. Calhoun | Management | For | Voted - For |
Elect Director Lynne M. Doughtie | Management | For | Voted - For |
Elect Director David L. Gitlin | Management | For | Voted - For |
Elect Director Lynn J. Good | Management | For | Voted - For |
Elect Director Stayce D. Harris | Management | For | Voted - For |
Elect Director Akhil Johri | Management | For | Voted - For |
Elect Director David L. Joyce | Management | For | Voted - For |
Elect Director Lawrence W. Kellner | Management | For | Voted - For |
Elect Director Steven M. Mollenkopf | Management | For | Voted - For |
Elect Director John M. Richardson | Management | For | Voted - For |
Elect Director Sabrina Soussan | Management | For | Voted - For |
Elect Director Ronald A. Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
Report on Median Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
THE CARLYLE GROUP INC. | |||
Security ID: 14316J108 Ticker: CG | |||
Meeting Date: 30-May-23 | |||
Elect Director William E. Conway, Jr. | Management | For | Voted - For |
Elect Director Lawton W. Fitt | Management | For | Voted - For |
Elect Director Mark S. Ordan | Management | For | Voted - For |
Elect Director Anthony Welters | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Adopt Simple Majority Vote | Shareholder | For | Voted - For |
202
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
THE CHARLES SCHWAB CORPORATION | |||
Security ID: 808513105 Ticker: SCHW | |||
Meeting Date: 18-May-23 | |||
Elect Director Marianne C. Brown | Management | For | Voted - For |
Elect Director Frank C. Herringer | Management | For | Voted - For |
Elect Director Gerri K. Martin-Flickinger | Management | For | Voted - For |
Elect Director Todd M. Ricketts | Management | For | Voted - For |
Elect Director Carolyn Schwab-Pomerantz | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
Report on Risks Related to Discrimination Against | |||
Individuals Including Political Views | Shareholder | Against | Voted - Against |
THE CIGNA GROUP | |||
Security ID: 125523100 Ticker: CI | |||
Meeting Date: 26-Apr-23 | |||
Elect Director David M. Cordani | Management | For | Voted - For |
Elect Director William J. DeLaney | Management | For | Voted - For |
Elect Director Eric J. Foss | Management | For | Voted - For |
Elect Director Elder Granger | Management | For | Voted - For |
Elect Director Neesha Hathi | Management | For | Voted - For |
Elect Director George Kurian | Management | For | Voted - For |
Elect Director Kathleen M. Mazzarella | Management | For | Voted - For |
Elect Director Mark B. McClellan | Management | For | Voted - For |
Elect Director Kimberly A. Ross | Management | For | Voted - For |
Elect Director Eric C. Wiseman | Management | For | Voted - For |
Elect Director Donna F. Zarcone | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Certificate of Incorporation to Limit the | |||
Liability of Certain Officers | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Report on Congruency of Political Spending with | |||
Company Values and Priorities | Shareholder | Against | Voted - Against |
203
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
THE CLOROX COMPANY | |||
Security ID: 189054109 Ticker: CLX | |||
Meeting Date: 16-Nov-22 | |||
Elect Director Amy L. Banse | Management | For | Voted - For |
Elect Director Julia Denman | Management | For | Voted - For |
Elect Director Spencer C. Fleischer | Management | For | Voted - For |
Elect Director Esther Lee | Management | For | Voted - For |
Elect Director A.D. David Mackay | Management | For | Voted - For |
Elect Director Paul Parker | Management | For | Voted - For |
Elect Director Stephanie Plaines | Management | For | Voted - For |
Elect Director Linda Rendle | Management | For | Voted - For |
Elect Director Matthew J. Shattock | Management | For | Voted - For |
Elect Director Kathryn Tesija | Management | For | Voted - For |
Elect Director Russell J. Weiner | Management | For | Voted - For |
Elect Director Christopher J. Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
THE COCA-COLA COMPANY | |||
Security ID: 191216100 Ticker: KO | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Herb Allen | Management | For | Voted - For |
Elect Director Marc Bolland | Management | For | Voted - For |
Elect Director Ana Botin | Management | For | Voted - For |
Elect Director Christopher C. Davis | Management | For | Voted - For |
Elect Director Barry Diller | Management | For | Voted - For |
Elect Director Carolyn Everson | Management | For | Voted - For |
Elect Director Helene D. Gayle | Management | For | Voted - For |
Elect Director Alexis M. Herman | Management | For | Voted - For |
Elect Director Maria Elena Lagomasino | Management | For | Voted - For |
Elect Director Amity Millhiser | Management | For | Voted - For |
Elect Director James Quincey | Management | For | Voted - For |
Elect Director Caroline J. Tsay | Management | For | Voted - For |
Elect Director David B. Weinberg | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Third-Party Civil Rights Audit | Shareholder | Against | Voted - Against |
Issue Transparency Report on Global Public Policy | |||
and Political Influence | Shareholder | Against | Voted - Against |
Report on Congruency of Political Spending with | |||
Company Values and Priorities | Shareholder | Against | Voted - Against |
204
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Risk Due to Restrictions on Reproductive | |||
Rights | Shareholder | Against | Voted - Against |
THE COOPER COMPANIES, INC. | |||
Security ID: 216648402 Ticker: COO | |||
Meeting Date: 15-Mar-23 | |||
Elect Director Colleen E. Jay | Management | For | Voted - For |
Elect Director William A. Kozy | Management | For | Voted - For |
Elect Director Cynthia L. Lucchese | Management | For | Voted - For |
Elect Director Teresa S. Madden | Management | For | Voted - For |
Elect Director Gary S. Petersmeyer | Management | For | Voted - For |
Elect Director Maria Rivas | Management | For | Voted - For |
Elect Director Robert S. Weiss | Management | For | Voted - For |
Elect Director Albert G. White, III | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
THE ESTEE LAUDER COMPANIES INC. | |||
Security ID: 518439104 Ticker: EL | |||
Meeting Date: 18-Nov-22 | |||
Elect Director Ronald S. Lauder | Management | For | Voted - For |
Elect Director William P. Lauder | Management | For | Voted - Withheld |
Elect Director Richard D. Parsons | Management | For | Voted - Withheld |
Elect Director Lynn Forester de Rothschild | Management | For | Voted - For |
Elect Director Jennifer Tejada | Management | For | Voted - Withheld |
Elect Director Richard F. Zannino | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
THE GOLDMAN SACHS GROUP, INC. | |||
Security ID: 38141G104 Ticker: GS | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Michele Burns | Management | For | Voted - For |
Elect Director Mark Flaherty | Management | For | Voted - For |
Elect Director Kimberley Harris | Management | For | Voted - For |
Elect Director Kevin Johnson | Management | For | Voted - For |
Elect Director Ellen Kullman | Management | For | Voted - For |
205
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Lakshmi Mittal | Management | For | Voted - For |
Elect Director Adebayo Ogunlesi | Management | For | Voted - For |
Elect Director Peter Oppenheimer | Management | For | Voted - For |
Elect Director David Solomon | Management | For | Voted - For |
Elect Director Jan Tighe | Management | For | Voted - For |
Elect Director Jessica Uhl | Management | For | Voted - For |
Elect Director David Viniar | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Publish Third-Party Review on Chinese Congruency of | |||
Certain ETFs | Shareholder | Against | Voted - Against |
Oversee and Report a Racial Equity Audit | Shareholder | Against | Voted - Against |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
Disclose 2030 Absolute GHG Reduction Targets | |||
Associated with Lending and Underwriting | Shareholder | Against | Voted - Against |
Report on Climate Transition Plan Describing | |||
Efforts to Align Financing Activities with GHG | |||
Targets | Shareholder | Against | Voted - Against |
Report on Median Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
THE HARTFORD FINANCIAL SERVICES GROUP, INC. | |||
Security ID: 416515104 Ticker: HIG | |||
Meeting Date: 17-May-23 | |||
Elect Director Larry D. De Shon | Management | For | Voted - For |
Elect Director Carlos Dominguez | Management | For | Voted - For |
Elect Director Trevor Fetter | Management | For | Voted - For |
Elect Director Donna A. James | Management | For | Voted - For |
Elect Director Kathryn A. Mikells | Management | For | Voted - For |
Elect Director Edmund Reese | Management | For | Voted - For |
Elect Director Teresa Wynn Roseborough | Management | For | Voted - For |
Elect Director Virginia P. Ruesterholz | Management | For | Voted - For |
Elect Director Christopher J. Swift | Management | For | Voted - For |
Elect Director Matthew E. Winter | Management | For | Voted - For |
Elect Director Greig Woodring | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
206
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
THE HERSHEY COMPANY | |||
Security ID: 427866108 Ticker: HSY | |||
Meeting Date: 16-May-23 | |||
Elect Director Pamela M. Arway | Management | For | Voted - For |
Elect Director Michele G. Buck | Management | For | Voted - For |
Elect Director Victor L. Crawford | Management | For | Voted - For |
Elect Director Robert M. Dutkowsky | Management | For | Voted - Withheld |
Elect Director Mary Kay Haben | Management | For | Voted - For |
Elect Director James C. Katzman | Management | For | Voted - Withheld |
Elect Director M. Diane Koken | Management | For | Voted - For |
Elect Director Huong Maria T. Kraus | Management | For | Voted - For |
Elect Director Robert M. Malcolm | Management | For | Voted - Withheld |
Elect Director Anthony J. Palmer | Management | For | Voted - Withheld |
Elect Director Juan R. Perez | Management | For | Voted - Withheld |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Human Rights Impacts of Living Wage & | |||
Income Position Statement | Shareholder | Against | Voted - Against |
THE HOME DEPOT, INC. | |||
Security ID: 437076102 Ticker: HD | |||
Meeting Date: 18-May-23 | |||
Elect Director Gerard J. Arpey | Management | For | Voted - For |
Elect Director Ari Bousbib | Management | For | Voted - For |
Elect Director Jeffery H. Boyd | Management | For | Voted - For |
Elect Director Gregory D. Brenneman | Management | For | Voted - For |
Elect Director J. Frank Brown | Management | For | Voted - For |
Elect Director Albert P. Carey | Management | For | Voted - For |
Elect Director Edward P. Decker | Management | For | Voted - For |
Elect Director Linda R. Gooden | Management | For | Voted - For |
Elect Director Wayne M. Hewett | Management | For | Voted - For |
Elect Director Manuel Kadre | Management | For | Voted - For |
Elect Director Stephanie C. Linnartz | Management | For | Voted - For |
Elect Director Paula Santilli | Management | For | Voted - For |
Elect Director Caryn Seidman-Becker | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to | |||
Request Action by Written Consent | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
207
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on Political Expenditures Congruence | Shareholder | Against | Voted - Against |
Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Voted - Against |
Encourage Senior Management Commitment to Avoid | |||
Political Speech | Shareholder | Against | Voted - Against |
THE INTERPUBLIC GROUP OF COMPANIES, INC. | |||
Security ID: 460690100 Ticker: IPG | |||
Meeting Date: 25-May-23 | |||
Elect Director Jocelyn Carter-Miller | Management | For | Voted - For |
Elect Director Mary J. Steele Guilfoile | Management | For | Voted - For |
Elect Director Dawn Hudson | Management | For | Voted - For |
Elect Director Philippe Krakowsky | Management | For | Voted - For |
Elect Director Jonathan F. Miller | Management | For | Voted - For |
Elect Director Patrick Q. Moore | Management | For | Voted - For |
Elect Director Linda S. Sanford | Management | For | Voted - For |
Elect Director David M. Thomas | Management | For | Voted - For |
Elect Director E. Lee Wyatt Jr. | Management | For | Voted - For |
Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
THE J. M. SMUCKER COMPANY | |||
Security ID: 832696405 Ticker: SJM | |||
Meeting Date: 17-Aug-22 | |||
Elect Director Susan E. Chapman-Hughes | Management | For | Voted - For |
Elect Director Paul J. Dolan | Management | For | Voted - For |
Elect Director Jay L. Henderson | Management | For | Voted - For |
Elect Director Jonathan E. Johnson, III | Management | For | Voted - For |
Elect Director Kirk L. Perry | Management | For | Voted - For |
Elect Director Sandra Pianalto | Management | For | Voted - For |
Elect Director Alex Shumate | Management | For | Voted - For |
Elect Director Mark T. Smucker | Management | For | Voted - For |
Elect Director Richard K. Smucker | Management | For | Voted - For |
Elect Director Jodi L. Taylor | Management | For | Voted - For |
Elect Director Dawn C. Willoughby | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Votes Per Share of Existing Stock | Management | For | Voted - For |
208
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
THE KRAFT HEINZ COMPANY | |||
Security ID: 500754106 Ticker: KHC | |||
Meeting Date: 04-May-23 | |||
Elect Director Gregory E. Abel | Management | For | Voted - For |
Elect Director Humberto P. Alfonso | Management | For | Voted - For |
Elect Director John T. Cahill | Management | For | Voted - For |
Elect Director Lori Dickerson Fouche | Management | For | Voted - For |
Elect Director Diane Gherson | Management | For | Voted - For |
Elect Director Timothy Kenesey | Management | For | Voted - For |
Elect Director Alicia Knapp | Management | For | Voted - For |
Elect Director Elio Leoni Sceti | Management | For | Voted - For |
Elect Director Susan Mulder | Management | For | Voted - For |
Elect Director James Park | Management | For | Voted - For |
Elect Director Miguel Patricio | Management | For | Voted - For |
Elect Director John C. Pope | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | Against | Voted - Against |
Report on Supply Chain Water Risk Exposure | Shareholder | Against | Voted - Against |
Commission a Civil Rights and Non-Discrimination | |||
Audit | Shareholder | Against | Voted - Against |
THE KROGER CO. | |||
Security ID: 501044101 Ticker: KR | |||
Meeting Date: 22-Jun-23 | |||
Elect Director Nora A. Aufreiter | Management | For | Voted - For |
Elect Director Kevin M. Brown | Management | For | Voted - For |
Elect Director Elaine L. Chao | Management | For | Voted - For |
Elect Director Anne Gates | Management | For | Voted - For |
Elect Director Karen M. Hoguet | Management | For | Voted - For |
Elect Director W. Rodney McMullen | Management | For | Voted - For |
Elect Director Clyde R. Moore | Management | For | Voted - For |
Elect Director Ronald L. Sargent | Management | For | Voted - For |
Elect Director J. Amanda Sourry Knox (Amanda Sourry) | Management | For | Voted - For |
Elect Director Mark S. Sutton | Management | For | Voted - For |
Elect Director Ashok Vemuri | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Public Health Costs Due to Tobacco | |||
Product Sales and the Impact on Overall Market | Shareholder�� | Against | Voted - Against |
Report on Charitable Contributions | Shareholder | Against | Voted - Against |
209
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on Efforts to Reduce Plastic Use | Shareholder | Against | Voted - Against |
Report on Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
Report on Risks of Omitting Viewpoint and | |||
Ideological Diversity from EEO Policy | Shareholder | Against | Voted - Against |
THE MOSAIC COMPANY | |||
Security ID: 61945C103 Ticker: MOS | |||
Meeting Date: 25-May-23 | |||
Elect Director Cheryl K. Beebe | Management | For | Voted - For |
Elect Director Gregory L. Ebel | Management | For | Voted - For |
Elect Director Timothy S. Gitzel | Management | For | Voted - For |
Elect Director Denise C. Johnson | Management | For | Voted - For |
Elect Director Emery N. Koenig | Management | For | Voted - For |
Elect Director James (Joc) C. O'Rourke | Management | For | Voted - For |
Elect Director David T. Seaton | Management | For | Voted - For |
Elect Director Steven M. Seibert | Management | For | Voted - For |
Elect Director Joao Roberto Goncalves Teixeira | Management | For | Voted - For |
Elect Director Gretchen H. Watkins | Management | For | Voted - For |
Elect Director Kelvin R. Westbrook | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Report on Efforts to Reduce GHG Emissions in | |||
Alignment with Paris Agreement Goal | Shareholder | Against | Voted - Against |
THE PNC FINANCIAL SERVICES GROUP, INC. | |||
Security ID: 693475105 Ticker: PNC | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Joseph Alvarado | Management | For | Voted - For |
Elect Director Debra A. Cafaro | Management | For | Voted - For |
Elect Director Marjorie Rodgers Cheshire | Management | For | Voted - For |
Elect Director William S. Demchak | Management | For | Voted - For |
Elect Director Andrew T. Feldstein | Management | For | Voted - For |
Elect Director Richard J. Harshman | Management | For | Voted - For |
Elect Director Daniel R. Hesse | Management | For | Voted - For |
Elect Director Renu Khator | Management | For | Voted - For |
Elect Director Linda R. Medler | Management | For | Voted - For |
Elect Director Robert A. Niblock | Management | For | Voted - For |
Elect Director Martin Pfinsgraff | Management | For | Voted - For |
Elect Director Bryan S. Salesky | Management | For | Voted - For |
Elect Director Toni Townes-whitley | Management | For | Voted - For |
210
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
THE PROCTER & GAMBLE COMPANY | |||
Security ID: 742718109 Ticker: PG | |||
Meeting Date: 11-Oct-22 | |||
Elect Director B. Marc Allen | Management | For | Voted - For |
Elect Director Angela F. Braly | Management | For | Voted - For |
Elect Director Amy L. Chang | Management | For | Voted - For |
Elect Director Joseph Jimenez | Management | For | Voted - For |
Elect Director Christopher Kempczinski | Management | For | Voted - For |
Elect Director Debra L. Lee | Management | For | Voted - For |
Elect Director Terry J. Lundgren | Management | For | Voted - For |
Elect Director Christine M. McCarthy | Management | For | Voted - For |
Elect Director Jon R. Moeller | Management | For | Voted - For |
Elect Director Rajesh Subramaniam | Management | For | Voted - For |
Elect Director Patricia A. Woertz | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
THE PROGRESSIVE CORPORATION | |||
Security ID: 743315103 Ticker: PGR | |||
Meeting Date: 12-May-23 | |||
Elect Director Danelle M. Barrett | Management | For | Voted - For |
Elect Director Philip Bleser | Management | For | Voted - For |
Elect Director Stuart B. Burgdoerfer | Management | For | Voted - For |
Elect Director Pamela J. Craig | Management | For | Voted - For |
Elect Director Charles A. Davis | Management | For | Voted - For |
Elect Director Roger N. Farah | Management | For | Voted - For |
Elect Director Lawton W. Fitt | Management | For | Voted - For |
Elect Director Susan Patricia Griffith | Management | For | Voted - For |
Elect Director Devin C. Johnson | Management | For | Voted - For |
Elect Director Jeffrey D. Kelly | Management | For | Voted - For |
Elect Director Barbara R. Snyder | Management | For | Voted - For |
Elect Director Kahina Van Dyke | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
211
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
THE SHERWIN-WILLIAMS COMPANY | |||
Security ID: 824348106 Ticker: SHW | |||
Meeting Date: 19-Apr-23 | |||
Elect Director Kerrii B. Anderson | Management | For | Voted - For |
Elect Director Arthur F. Anton | Management | For | Voted - For |
Elect Director Jeff M. Fettig | Management | For | Voted - For |
Elect Director John G. Morikis | Management | For | Voted - For |
Elect Director Christine A. Poon | Management | For | Voted - For |
Elect Director Aaron M. Powell | Management | For | Voted - For |
Elect Director Marta R. Stewart | Management | For | Voted - For |
Elect Director Michael H. Thaman | Management | For | Voted - For |
Elect Director Matthew Thornton, III | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
THE SOUTHERN COMPANY | |||
Security ID: 842587107 Ticker: SO | |||
Meeting Date: 24-May-23 | |||
Elect Director Janaki Akella | Management | For | Voted - For |
Elect Director Henry A. "Hal" Clark, III | Management | For | Voted - For |
Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | Voted - For |
Elect Director Thomas A. Fanning | Management | For | Voted - For |
Elect Director David J. Grain | Management | For | Voted - For |
Elect Director Colette D. Honorable | Management | For | Voted - For |
Elect Director Donald M. James | Management | For | Voted - For |
Elect Director John D. Johns | Management | For | Voted - For |
Elect Director Dale E. Klein | Management | For | Voted - For |
Elect Director David E. Meador | Management | For | Voted - For |
Elect Director Ernest J. Moniz | Management | For | Voted - For |
Elect Director William G. Smith, Jr. | Management | For | Voted - For |
Elect Director Kristine L. Svinicki | Management | For | Voted - For |
Elect Director Lizanne Thomas | Management | For | Voted - For |
Elect Director Christopher C. Womack | Management | For | Voted - For |
Elect Director E. Jenner Wood, III | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Adopt Scope 3 GHG Emissions Reduction Targets | |||
Aligned with Paris Agreement Goal | Shareholder | Against | Voted - Against |
212
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Voted - Against |
THE TJX COMPANIES, INC. | |||
Security ID: 872540109 Ticker: TJX | |||
Meeting Date: 06-Jun-23 | |||
Elect Director Jose B. Alvarez | Management | For | Voted - For |
Elect Director Alan M. Bennett | Management | For | Voted - For |
Elect Director Rosemary T. Berkery | Management | For | Voted - For |
Elect Director David T. Ching | Management | For | Voted - For |
Elect Director C. Kim Goodwin | Management | For | Voted - For |
Elect Director Ernie Herrman | Management | For | Voted - For |
Elect Director Amy B. Lane | Management | For | Voted - For |
Elect Director Carol Meyrowitz | Management | For | Voted - For |
Elect Director Jackwyn L. Nemerov | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Third-Party Assessment of Human Rights | |||
Due Diligence in Supply Chain | Shareholder | Against | Voted - Against |
Report on Risk from Supplier Misclassification of | |||
Supplier's Employees | Shareholder | Against | Voted - Against |
Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Voted - Against |
THE TORO COMPANY | |||
Security ID: 891092108 Ticker: TTC | |||
Meeting Date: 21-Mar-23 | |||
Elect Director Jeffrey M. Ettinger | Management | For | Voted - For |
Elect Director Eric P. Hansotia | Management | For | Voted - For |
Elect Director D. Christian Koch | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
THE TRADE DESK, INC. | |||
Security ID: 88339J105 Ticker: TTD | |||
Meeting Date: 25-May-23 | |||
Elect Director Jeff T. Green | Management | For | Voted - Withheld |
Elect Director Andrea L. Cunningham | Management | For | Voted - Withheld |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
213
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
THE TRAVELERS COMPANIES, INC. | |||
Security ID: 89417E109 Ticker: TRV | |||
Meeting Date: 24-May-23 | |||
Elect Director Alan L. Beller | Management | For | Voted - For |
Elect Director Janet M. Dolan | Management | For | Voted - For |
Elect Director Russell G. Golden | Management | For | Voted - For |
Elect Director Patricia L. Higgins | Management | For | Voted - For |
Elect Director William J. Kane | Management | For | Voted - For |
Elect Director Thomas B. Leonardi | Management | For | Voted - For |
Elect Director Clarence Otis, Jr. | Management | For | Voted - For |
Elect Director Elizabeth E. Robinson | Management | For | Voted - For |
Elect Director Philip T. (Pete) Ruegger, III | Management | For | Voted - For |
Elect Director Rafael Santana | Management | For | Voted - For |
Elect Director Todd C. Schermerhorn | Management | For | Voted - For |
Elect Director Alan D. Schnitzer | Management | For | Voted - For |
Elect Director Laurie J. Thomsen | Management | For | Voted - For |
Elect Director Bridget van Kralingen | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Report on Efforts to Measure, Disclose and Reduce | |||
GHG Emissions Associated with Underwriting | Shareholder | Against | Voted - Against |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
for New Fossil Fuel Exploration and Development | Shareholder | Against | Voted - Against |
Oversee and Report on a Third-Party Racial Equity | |||
Audit | Shareholder | Against | Voted - Against |
Ensure Policies Do Not Support Police Violations of | |||
Civil Rights | Shareholder | Against | Voted - Against |
THE WALT DISNEY COMPANY | |||
Security ID: 254687106 Ticker: DIS | |||
Meeting Date: 03-Apr-23 | |||
Elect Director Mary T. Barra | Management | For | Voted - For |
Elect Director Safra A. Catz | Management | For | Voted - For |
Elect Director Amy L. Chang | Management | For | Voted - For |
Elect Director Francis A. deSouza | Management | For | Voted - For |
Elect Director Carolyn N. Everson | Management | For | Voted - For |
Elect Director Michael B.G. Froman | Management | For | Voted - For |
Elect Director Robert A. Iger | Management | For | Voted - For |
Elect Director Maria Elena Lagomasino | Management | For | Voted - For |
Elect Director Calvin R. McDonald | Management | For | Voted - For |
Elect Director Mark G. Parker | Management | For | Voted - For |
Elect Director Derica W. Rice | Management | For | Voted - For |
214
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Report on Charitable Contributions | Shareholder | Against | Voted - Against |
Report on Political Expenditures | Shareholder | Against | Voted - Against |
THE WILLIAMS COMPANIES, INC. | |||
Security ID: 969457100 Ticker: WMB | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Alan S. Armstrong | Management | For | Voted - For |
Elect Director Stephen W. Bergstrom | Management | For | Voted - For |
Elect Director Michael A. Creel | Management | For | Voted - For |
Elect Director Stacey H. Dore | Management | For | Voted - For |
Elect Director Carri A. Lockhart | Management | For | Voted - For |
Elect Director Richard E. Muncrief | Management | For | Voted - For |
Elect Director Peter A. Ragauss | Management | For | Voted - For |
Elect Director Rose M. Robeson | Management | For | Voted - For |
Elect Director Scott D. Sheffield | Management | For | Voted - For |
Elect Director Murray D. Smith | Management | For | Voted - For |
Elect Director William H. Spence | Management | For | Voted - For |
Elect Director Jesse J. Tyson | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
THERMO FISHER SCIENTIFIC INC. | |||
Security ID: 883556102 Ticker: TMO | |||
Meeting Date: 24-May-23 | |||
Elect Director Marc N. Casper | Management | For | Voted - For |
Elect Director Nelson J. Chai | Management | For | Voted - For |
Elect Director Ruby R. Chandy | Management | For | Voted - For |
Elect Director C. Martin Harris | Management | For | Voted - For |
Elect Director Tyler Jacks | Management | For | Voted - For |
Elect Director R. Alexandra Keith | Management | For | Voted - For |
Elect Director James C. Mullen | Management | For | Voted - For |
Elect Director Lars R. Sorensen | Management | For | Voted - For |
Elect Director Debora L. Spar | Management | For | Voted - For |
Elect Director Scott M. Sperling | Management | For | Voted - For |
Elect Director Dion J. Weisler | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
215
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Approve Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
T-MOBILE US, INC. | |||
Security ID: 872590104 Ticker: TMUS | |||
Meeting Date: 16-Jun-23 | |||
Elect Director Andre Almeida | Management | For | Voted - Withheld |
Elect Director Marcelo Claure | Management | For | Voted - Withheld |
Elect Director Srikant M. Datar | Management | For | Voted - For |
Elect Director Srinivasan Gopalan | Management | For | Voted - Withheld |
Elect Director Timotheus Hottges | Management | For | Voted - Withheld |
Elect Director Christian P. Illek | Management | For | Voted - Withheld |
Elect Director Raphael Kubler | Management | For | Voted - Withheld |
Elect Director Thorsten Langheim | Management | For | Voted - Withheld |
Elect Director Dominique Leroy | Management | For | Voted - Withheld |
Elect Director Letitia A. Long | Management | For | Voted - For |
Elect Director G. Michael Sievert | Management | For | Voted - Withheld |
Elect Director Teresa A. Taylor | Management | For | Voted - For |
Elect Director Kelvin R. Westbrook | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
TRACTOR SUPPLY COMPANY | |||
Security ID: 892356106 Ticker: TSCO | |||
Meeting Date: 11-May-23 | |||
Elect Director Joy Brown | Management | For | Voted - For |
Elect Director Ricardo Cardenas | Management | For | Voted - For |
Elect Director Andre Hawaux | Management | For | Voted - For |
Elect Director Denise L. Jackson | Management | For | Voted - For |
Elect Director Ramkumar Krishnan | Management | For | Voted - For |
Elect Director Edna K. Morris | Management | For | Voted - For |
Elect Director Mark J. Weikel | Management | For | Voted - For |
Elect Director Harry A. Lawton, III | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
216
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
TRADEWEB MARKETS INC. | |||
Security ID: 892672106 Ticker: TW | |||
Meeting Date: 15-May-23 | |||
Elect Director Troy Dixon | Management | For | Voted - For |
Elect Director Scott Ganeles | Management | For | Voted - Withheld |
Elect Director Catherine Johnson | Management | For | Voted - Withheld |
Elect Director Murray Roos | Management | For | Voted - Withheld |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
TRANE TECHNOLOGIES PLC | |||
Security ID: G8994E103 Ticker: TT | |||
Meeting Date: 01-Jun-23 | |||
Elect Director Kirk E. Arnold | Management | For | Voted - For |
Elect Director Ann C. Berzin | Management | For | Voted - For |
Elect Director April Miller Boise | Management | For | Voted - For |
Elect Director Gary D. Forsee | Management | For | Voted - For |
Elect Director Mark R. George | Management | For | Voted - For |
Elect Director John A. Hayes | Management | For | Voted - For |
Elect Director Linda P. Hudson | Management | For | Voted - Against |
Elect Director Myles P. Lee | Management | For | Voted - For |
Elect Director David S. Regnery | Management | For | Voted - For |
Elect Director Melissa N. Schaeffer | Management | For | Voted - For |
Elect Director John P. Surma | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Approve PricewaterhouseCoopers LLP as Auditors and | |||
Authorize Board to Fix Their Remuneration | Management | For | Voted - For |
Authorize Issue of Equity | Management | For | Voted - For |
Authorize Issue of Equity without Pre-emptive Rights | Management | For | Voted - For |
Authorize Reissuance of Repurchased Shares | Management | For | Voted - For |
TRANSDIGM GROUP INCORPORATED | |||
Security ID: 893641100 Ticker: TDG | |||
Meeting Date: 12-Jul-22 | |||
Elect Director David Barr | Management | For | Voted - For |
Elect Director Jane Cronin | Management | For | Voted - For |
Elect Director Mervin Dunn | Management | For | Voted - Withheld |
Elect Director Michael Graff | Management | For | Voted - Withheld |
Elect Director Sean Hennessy | Management | For | Voted - Withheld |
Elect Director W. Nicholas Howley | Management | For | Voted - For |
Elect Director Gary E. McCullough | Management | For | Voted - For |
217
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Michele Santana | Management | For | Voted - For |
Elect Director Robert Small | Management | For | Voted - Withheld |
Elect Director John Staer | Management | For | Voted - For |
Elect Director Kevin Stein | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Meeting Date: 09-Mar-23 | |||
Elect Director David Barr | Management | For | Voted - For |
Elect Director Jane Cronin | Management | For | Voted - For |
Elect Director Mervin Dunn | Management | For | Voted - Withheld |
Elect Director Michael Graff | Management | For | Voted - Withheld |
Elect Director Sean Hennessy | Management | For | Voted - Withheld |
Elect Director W. Nicholas Howley | Management | For | Voted - For |
Elect Director Gary E. McCullough | Management | For | Voted - For |
Elect Director Michele Santana | Management | For | Voted - For |
Elect Director Robert Small | Management | For | Voted - Withheld |
Elect Director John Staer | Management | For | Voted - For |
Elect Director Kevin Stein | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
TRANSUNION | |||
Security ID: 89400J107 Ticker: TRU | |||
Meeting Date: 04-May-23 | |||
Elect Director George M. Awad | Management | For | Voted - For |
Elect Director William P. (Billy) Bosworth | Management | For | Voted - For |
Elect Director Christopher A. Cartwright | Management | For | Voted - For |
Elect Director Suzanne P. Clark | Management | For | Voted - For |
Elect Director Hamidou Dia | Management | For | Voted - For |
Elect Director Russell P. Fradin | Management | For | Voted - For |
Elect Director Charles E. Gottdiener | Management | For | Voted - For |
Elect Director Pamela A. Joseph | Management | For | Voted - For |
Elect Director Thomas L. Monahan, III | Management | For | Voted - For |
Elect Director Ravi Kumar Singisetti | Management | For | Voted - For |
Elect Director Linda K. Zukauckas | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
218
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
TRIMBLE INC. | |||
Security ID: 896239100 Ticker: TRMB | |||
Meeting Date: 01-Jun-23 | |||
Elect Director James C. Dalton | Management | For | Voted - For |
Elect Director Borje Ekholm | Management | For | Voted - For |
Elect Director Ann Fandozzi | Management | For | Voted - For |
Elect Director Kaigham (Ken) Gabriel | Management | For | Voted - For |
Elect Director Meaghan Lloyd | Management | For | Voted - For |
Elect Director Sandra MacQuillan | Management | For | Voted - For |
Elect Director Robert G. Painter | Management | For | Voted - For |
Elect Director Mark S. Peek | Management | For | Voted - For |
Elect Director Thomas Sweet | Management | For | Voted - For |
Elect Director Johan Wibergh | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
TRUIST FINANCIAL CORPORATION | |||
Security ID: 89832Q109 Ticker: TFC | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Jennifer S. Banner | Management | For | Voted - For |
Elect Director K. David Boyer, Jr. | Management | For | Voted - For |
Elect Director Agnes Bundy Scanlan | Management | For | Voted - For |
Elect Director Anna R. Cablik | Management | For | Voted - For |
Elect Director Dallas S. Clement | Management | For | Voted - For |
Elect Director Paul D. Donahue | Management | For | Voted - For |
Elect Director Patrick C. Graney, III | Management | For | Voted - For |
Elect Director Linnie M. Haynesworth | Management | For | Voted - For |
Elect Director Kelly S. King | Management | For | Voted - For |
Elect Director Easter A. Maynard | Management | For | Voted - For |
Elect Director Donna S. Morea | Management | For | Voted - For |
Elect Director Charles A. Patton | Management | For | Voted - For |
Elect Director Nido R. Qubein | Management | For | Voted - For |
Elect Director David M. Ratcliffe | Management | For | Voted - For |
Elect Director William H. Rogers, Jr. | Management | For | Voted - For |
Elect Director Frank P. Scruggs, Jr. | Management | For | Voted - For |
Elect Director Christine Sears | Management | For | Voted - For |
Elect Director Thomas E. Skains | Management | For | Voted - For |
Elect Director Bruce L. Tanner | Management | For | Voted - For |
Elect Director Thomas N. Thompson | Management | For | Voted - For |
Elect Director Steven C. Voorhees | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
219
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
TWITTER, INC. | |||
Security ID: 90184L102 Ticker: TWTR | |||
Meeting Date: 13-Sep-22 | |||
Approve Merger Agreement | Management | For | Voted - For |
Advisory Vote on Golden Parachutes | Management | For | Voted - For |
Adjourn Meeting | Management | For | Voted - For |
TYLER TECHNOLOGIES, INC. | |||
Security ID: 902252105 Ticker: TYL | |||
Meeting Date: 11-May-23 | |||
Elect Director Glenn A. Carter | Management | For | Voted - For |
Elect Director Brenda A. Cline | Management | For | Voted - For |
Elect Director Ronnie D. Hawkins, Jr. | Management | For | Voted - For |
Elect Director Mary L. Landrieu | Management | For | Voted - For |
Elect Director John S. Marr, Jr. | Management | For | Voted - For |
Elect Director H. Lynn Moore, Jr. | Management | For | Voted - For |
Elect Director Daniel M. Pope | Management | For | Voted - For |
Elect Director Dustin R. Womble | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
TYSON FOODS, INC. | |||
Security ID: 902494103 Ticker: TSN | |||
Meeting Date: 09-Feb-23 | |||
Elect Director John H. Tyson | Management | For | Voted - Against |
Elect Director Les R. Baledge | Management | For | Voted - Against |
Elect Director Mike Beebe | Management | For | Voted - Against |
Elect Director Maria Claudia Borras | Management | For | Voted - For |
Elect Director David J. Bronczek | Management | For | Voted - Against |
Elect Director Mikel A. Durham | Management | For | Voted - For |
Elect Director Donnie King | Management | For | Voted - For |
Elect Director Jonathan D. Mariner | Management | For | Voted - For |
Elect Director Kevin M. McNamara | Management | For | Voted - For |
Elect Director Cheryl S. Miller | Management | For | Voted - For |
Elect Director Jeffrey K. Schomburger | Management | For | Voted - For |
220
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Barbara A. Tyson | Management | For | Voted - Against |
Elect Director Noel White | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Comply with World Health Organization Guidelines on | |||
Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Voted - Against |
U.S. BANCORP | |||
Security ID: 902973304 Ticker: USB | |||
Meeting Date: 18-Apr-23 | |||
Elect Director Warner L. Baxter | Management | For | Voted - For |
Elect Director Dorothy J. Bridges | Management | For | Voted - For |
Elect Director Elizabeth L. Buse | Management | For | Voted - For |
Elect Director Andrew Cecere | Management | For | Voted - For |
Elect Director Alan B. Colberg | Management | For | Voted - For |
Elect Director Kimberly N. Ellison-Taylor | Management | For | Voted - For |
Elect Director Kimberly J. Harris | Management | For | Voted - For |
Elect Director Roland A. Hernandez | Management | For | Voted - For |
Elect Director Richard P. McKenney | Management | For | Voted - For |
Elect Director Yusuf I. Mehdi | Management | For | Voted - For |
Elect Director Loretta E. Reynolds | Management | For | Voted - For |
Elect Director John P. Wiehoff | Management | For | Voted - For |
Elect Director Scott W. Wine | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
UBER TECHNOLOGIES, INC. | |||
Security ID: 90353T100 Ticker: UBER | |||
Meeting Date: 08-May-23 | |||
Elect Director Ronald Sugar | Management | For | Voted - For |
Elect Director Revathi Advaithi | Management | For | Voted - For |
Elect Director Ursula Burns | Management | For | Voted - For |
Elect Director Robert Eckert | Management | For | Voted - For |
Elect Director Amanda Ginsberg | Management | For | Voted - For |
Elect Director Dara Khosrowshahi | Management | For | Voted - For |
Elect Director Wan Ling Martello | Management | For | Voted - For |
Elect Director John Thain | Management | For | Voted - For |
Elect Director David I. Trujillo | Management | For | Voted - For |
Elect Director Alexander Wynaendts | Management | For | Voted - For |
221
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Commission a Third-Party Audit on Driver Health and | |||
Safety | Shareholder | Against | Voted - Against |
ULTA BEAUTY, INC. | |||
Security ID: 90384S303 Ticker: ULTA | |||
Meeting Date: 01-Jun-23 | |||
Elect Director Michelle L. Collins | Management | For | Voted - For |
Elect Director Patricia A. Little | Management | For | Voted - For |
Elect Director Heidi G. Petz | Management | For | Voted - For |
Elect Director Michael C. Smith | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Provide Directors May Be Removed With or Without | |||
Cause | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement to Amend | |||
Certificate of Incorporation | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement to Amend | |||
Bylaws | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
UNION PACIFIC CORPORATION | |||
Security ID: 907818108 Ticker: UNP | |||
Meeting Date: 18-May-23 | |||
Elect Director William J. DeLaney | Management | For | Voted - For |
Elect Director David B. Dillon | Management | For | Voted - For |
Elect Director Sheri H. Edison | Management | For | Voted - For |
Elect Director Teresa M. Finley | Management | For | Voted - For |
Elect Director Lance M. Fritz | Management | For | Voted - For |
Elect Director Deborah C. Hopkins | Management | For | Voted - For |
Elect Director Jane H. Lute | Management | For | Voted - For |
Elect Director Michael R. McCarthy | Management | For | Voted - For |
Elect Director Jose H. Villarreal | Management | For | Voted - For |
Elect Director Christopher J. Williams | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
222
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Adopt a Paid Sick Leave Policy | Shareholder | Against | Voted - Against |
UNITED AIRLINES HOLDINGS, INC. | |||
Security ID: 910047109 Ticker: UAL | |||
Meeting Date: 24-May-23 | |||
Elect Director Carolyn Corvi | Management | For | Voted - For |
Elect Director Matthew Friend | Management | For | Voted - For |
Elect Director Barney Harford | Management | For | Voted - For |
Elect Director Michele J. Hooper | Management | For | Voted - For |
Elect Director Walter Isaacson | Management | For | Voted - For |
Elect Director James A. C. Kennedy | Management | For | Voted - For |
Elect Director J. Scott Kirby | Management | For | Voted - For |
Elect Director Edward M. Philip | Management | For | Voted - For |
Elect Director Edward L. Shapiro | Management | For | Voted - For |
Elect Director Laysha Ward | Management | For | Voted - For |
Elect Director James M. Whitehurst | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Non-Employee Director Omnibus Stock Plan | Management | For | Voted - For |
UNITED PARCEL SERVICE, INC. | |||
Security ID: 911312106 Ticker: UPS | |||
Meeting Date: 04-May-23 | |||
Elect Director Carol Tome | Management | For | Voted - For |
Elect Director Rodney Adkins | Management | For | Voted - For |
Elect Director Eva Boratto | Management | For | Voted - For |
Elect Director Michael Burns | Management | For | Voted - For |
Elect Director Wayne Hewett | Management | For | Voted - For |
Elect Director Angela Hwang | Management | For | Voted - For |
Elect Director Kate Johnson | Management | For | Voted - Against |
Elect Director William Johnson | Management | For | Voted - Against |
Elect Director Franck Moison | Management | For | Voted - Against |
Elect Director Christiana Smith Shi | Management | For | Voted - For |
Elect Director Russell Stokes | Management | For | Voted - Against |
Elect Director Kevin Warsh | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
223
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Approve Recapitalization Plan for all Stock to Have | |||
One-vote per Share | Shareholder | Against | Voted - For |
Adopt Independently Verified Science-Based | |||
Greenhouse Gas Emissions Reduction Targets in Line | |||
with the Paris Climate Agreement | Shareholder | Against | Voted - Against |
Report on Integrating GHG Emissions Reductions | |||
Targets into Executive Compensation | Shareholder | Against | Voted - Against |
Report on Just Transition | Shareholder | Against | Voted - Against |
Report on Risk Due to Restrictions on Reproductive | |||
Rights | Shareholder | Against | Voted - Against |
Oversee and Report a Civil Rights Audit | Shareholder | Against | Voted - Against |
Report on Effectiveness of Diversity, Equity, and | |||
Inclusion Efforts | Shareholder | Against | Voted - Against |
UNITED RENTALS, INC. | |||
Security ID: 911363109 Ticker: URI | |||
Meeting Date: 04-May-23 | |||
Elect Director Jose B. Alvarez | Management | For | Voted - For |
Elect Director Marc A. Bruno | Management | For | Voted - For |
Elect Director Larry D. De Shon | Management | For | Voted - For |
Elect Director Matthew J. Flannery | Management | For | Voted - For |
Elect Director Bobby J. Griffin | Management | For | Voted - For |
Elect Director Kim Harris Jones | Management | For | Voted - For |
Elect Director Terri L. Kelly | Management | For | Voted - For |
Elect Director Michael J. Kneeland | Management | For | Voted - For |
Elect Director Francisco J. Lopez-Balboa | Management | For | Voted - For |
Elect Director Gracia C. Martore | Management | For | Voted - For |
Elect Director Shiv Singh | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to | |||
Request Action by Written Consent to 15% | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to | |||
Request Action by Written Consent to 10% | Shareholder | Against | Voted - Against |
UNITED THERAPEUTICS CORPORATION | |||
Security ID: 91307C102 Ticker: UTHR | |||
Meeting Date: 26-Jun-23 | |||
Elect Director Christopher Causey | Management | For | Voted - For |
Elect Director Raymond Dwek | Management | For | Voted - For |
Elect Director Richard Giltner | Management | For | Voted - For |
Elect Director Katherine Klein | Management | For | Voted - For |
Elect Director Ray Kurzweil | Management | For | Voted - For |
224
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Linda Maxwell | Management | For | Voted - For |
Elect Director Nilda Mesa | Management | For | Voted - For |
Elect Director Judy Olian | Management | For | Voted - For |
Elect Director Christopher Patusky | Management | For | Voted - For |
Elect Director Martine Rothblatt | Management | For | Voted - For |
Elect Director Louis Sullivan | Management | For | Voted - For |
Elect Director Tommy Thompson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
UNITEDHEALTH GROUP INCORPORATED | |||
Security ID: 91324P102 Ticker: UNH | |||
Meeting Date: 05-Jun-23 | |||
Elect Director Timothy Flynn | Management | For | Voted - For |
Elect Director Paul Garcia | Management | For | Voted - For |
Elect Director Kristen Gil | Management | For | Voted - For |
Elect Director Stephen Hemsley | Management | For | Voted - For |
Elect Director Michele Hooper | Management | For | Voted - For |
Elect Director F. William McNabb, III | Management | For | Voted - For |
Elect Director Valerie Montgomery Rice | Management | For | Voted - For |
Elect Director John Noseworthy | Management | For | Voted - For |
Elect Director Andrew Witty | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Third-Party Racial Equity Audit | Shareholder | Against | Voted - Against |
Report on Congruency of Political Spending with | |||
Company Values and Priorities | Shareholder | Against | Voted - Against |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
VAIL RESORTS, INC. | |||
Security ID: 91879Q109 Ticker: MTN | |||
Meeting Date: 07-Dec-22 | |||
Elect Director Susan L. Decker | Management | For | Voted - For |
Elect Director Robert A. Katz | Management | For | Voted - For |
Elect Director Kirsten A. Lynch | Management | For | Voted - For |
Elect Director Nadia Rawlinson | Management | For | Voted - For |
Elect Director John T. Redmond | Management | For | Voted - For |
Elect Director Michele Romanow | Management | For | Voted - For |
Elect Director Hilary A. Schneider | Management | For | Voted - For |
225
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director D. Bruce Sewell | Management | For | Voted - For |
Elect Director John F. Sorte | Management | For | Voted - For |
Elect Director Peter A. Vaughn | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
VALERO ENERGY CORPORATION | |||
Security ID: 91913Y100 Ticker: VLO | |||
Meeting Date: 09-May-23 | |||
Elect Director Fred M. Diaz | Management | For | Voted - For |
Elect Director H. Paulett Eberhart | Management | For | Voted - For |
Elect Director Marie A. Ffolkes | Management | For | Voted - For |
Elect Director Joseph W. Gorder | Management | For | Voted - Against |
Elect Director Kimberly S. Greene | Management | For | Voted - For |
Elect Director Deborah P. Majoras | Management | For | Voted - For |
Elect Director Eric D. Mullins | Management | For | Voted - For |
Elect Director Donald L. Nickles | Management | For | Voted - For |
Elect Director Robert A. Profusek | Management | For | Voted - For |
Elect Director Randall J. Weisenburger | Management | For | Voted - For |
Elect Director Rayford Wilkins, Jr. | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Climate Transition Plan and GHG Emissions | |||
Reduction Targets | Shareholder | Against | Voted - Against |
Oversee and Report a Racial Equity Audit | Shareholder | Against | Voted - Against |
VEEVA SYSTEMS INC. | |||
Security ID: 922475108 Ticker: VEEV | |||
Meeting Date: 21-Jun-23 | |||
Elect Director Timothy S. Cabral | Management | For | Voted - For |
Elect Director Mark Carges | Management | For | Voted - For |
Elect Director Peter P. Gassner | Management | For | Voted - For |
Elect Director Mary Lynne Hedley | Management | For | Voted - For |
Elect Director Priscilla Hung | Management | For | Voted - For |
Elect Director Tina Hunt | Management | For | Voted - For |
Elect Director Marshall L. Mohr | Management | For | Voted - For |
Elect Director Gordon Ritter | Management | For | Voted - For |
Elect Director Paul Sekhri | Management | For | Voted - Against |
Elect Director Matthew J. Wallach | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Amend Certificate of Incorporation | Management | For | Voted - For |
226
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
VERISIGN, INC. | |||
Security ID: 92343E102 Ticker: VRSN | |||
Meeting Date: 25-May-23 | |||
Elect Director D. James Bidzos | Management | For | Voted - For |
Elect Director Courtney D. Armstrong | Management | For | Voted - For |
Elect Director Yehuda Ari Buchalter | Management | For | Voted - For |
Elect Director Kathleen A. Cote | Management | For | Voted - For |
Elect Director Thomas F. Frist, III | Management | For | Voted - For |
Elect Director Jamie S. Gorelick | Management | For | Voted - For |
Elect Director Roger H. Moore | Management | For | Voted - For |
Elect Director Timothy Tomlinson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
VERISK ANALYTICS, INC. | |||
Security ID: 92345Y106 Ticker: VRSK | |||
Meeting Date: 17-May-23 | |||
Elect Director Vincent K. Brooks | Management | For | Voted - For |
Elect Director Jeffrey Dailey | Management | For | Voted - For |
Elect Director Wendy Lane | Management | For | Voted - For |
Elect Director Lee M. Shavel | Management | For | Voted - For |
Elect Director Kimberly S. Stevenson | Management | For | Voted - For |
Elect Director Olumide Soroye | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
VERIZON COMMUNICATIONS INC. | |||
Security ID: 92343V104 Ticker: VZ | |||
Meeting Date: 11-May-23 | |||
Elect Director Shellye Archambeau | Management | For | Voted - For |
Elect Director Roxanne Austin | Management | For | Voted - For |
Elect Director Mark Bertolini | Management | For | Voted - For |
Elect Director Vittorio Colao | Management | For | Voted - For |
227
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Melanie Healey | Management | For | Voted - For |
Elect Director Laxman Narasimhan | Management | For | Voted - For |
Elect Director Clarence Otis, Jr. | Management | For | Voted - For |
Elect Director Daniel Schulman | Management | For | Voted - For |
Elect Director Rodney Slater | Management | For | Voted - For |
Elect Director Carol Tome | Management | For | Voted - For |
Elect Director Hans Vestberg | Management | For | Voted - For |
Elect Director Gregory Weaver | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Government Requests to Remove Content | Shareholder | Against | Voted - Against |
Adopt a Policy Prohibiting Direct and Indirect | |||
Political Contributions to Candidates | Shareholder | Against | Voted - Against |
Amend Clawback Policy | Shareholder | Against | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
VERTEX PHARMACEUTICALS INCORPORATED | |||
Security ID: 92532F100 Ticker: VRTX | |||
Meeting Date: 17-May-23 | |||
Elect Director Sangeeta Bhatia | Management | For | Voted - For |
Elect Director Lloyd Carney | Management | For | Voted - For |
Elect Director Alan Garber | Management | For | Voted - For |
Elect Director Terrence Kearney | Management | For | Voted - For |
Elect Director Reshma Kewalramani | Management | For | Voted - For |
Elect Director Jeffrey Leiden | Management | For | Voted - For |
Elect Director Diana McKenzie | Management | For | Voted - For |
Elect Director Bruce Sachs | Management | For | Voted - For |
Elect Director Suketu Upadhyay | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
VF CORPORATION | |||
Security ID: 918204108 Ticker: VFC | |||
Meeting Date: 26-Jul-22 | |||
Elect Director Richard T. Carucci | Management | For | Voted - For |
Elect Director Alex Cho | Management | For | Voted - For |
Elect Director Juliana L. Chugg | Management | For | Voted - For |
Elect Director Benno Dorer | Management | For | Voted - For |
Elect Director Mark S. Hoplamazian | Management | For | Voted - For |
228
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Laura W. Lang | Management | For | Voted - For |
Elect Director W. Rodney McMullen | Management | For | Voted - For |
Elect Director Clarence Otis, Jr. | Management | For | Voted - For |
Elect Director Steven E. Rendle | Management | For | Voted - For |
Elect Director Carol L. Roberts | Management | For | Voted - For |
Elect Director Matthew J. Shattock | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
VIATRIS INC. | |||
Security ID: 92556V106 Ticker: VTRS | |||
Meeting Date: 09-Dec-22 | |||
Elect Director W. Don Cornwell | Management | For | Voted - For |
Elect Director Harry A. Korman | Management | For | Voted - For |
Elect Director Rajiv Malik | Management | For | Voted - For |
Elect Director Richard A. Mark | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
VISA INC. | |||
Security ID: 92826C839 Ticker: V | |||
Meeting Date: 24-Jan-23 | |||
Elect Director Lloyd A. Carney | Management | For | Voted - For |
Elect Director Kermit R. Crawford | Management | For | Voted - For |
Elect Director Francisco Javier Fernandez-Carbajal | Management | For | Voted - For |
Elect Director Alfred F. Kelly, Jr. | Management | For | Voted - For |
Elect Director Ramon Laguarta | Management | For | Voted - For |
Elect Director Teri L. List | Management | For | Voted - For |
Elect Director John F. Lundgren | Management | For | Voted - For |
Elect Director Denise M. Morrison | Management | For | Voted - For |
Elect Director Linda J. Rendle | Management | For | Voted - For |
Elect Director Maynard G. Webb, Jr. | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
229
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
VMWARE, INC. | |||
Security ID: 928563402 Ticker: VMW | |||
Meeting Date: 12-Jul-22 | |||
Elect Director Nicole Anasenes | Management | For | Voted - For |
Elect Director Marianne Brown | Management | For | Voted - For |
Elect Director Paul Sagan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Meeting Date: 04-Nov-22 | |||
Approve Merger Agreement | Management | For | Voted - For |
Advisory Vote on Golden Parachutes | Management | For | Voted - For |
Adjourn Meeting | Management | For | Voted - For |
Amend Certificate of Incorporation to Eliminate | |||
Personal Liability of Directors | Management | For | Voted - For |
VULCAN MATERIALS COMPANY | |||
Security ID: 929160109 Ticker: VMC | |||
Meeting Date: 12-May-23 | |||
Elect Director Melissa H. Anderson | Management | For | Voted - For |
Elect Director O. B. Grayson Hall, Jr. | Management | For | Voted - For |
Elect Director Lydia H. Kennard | Management | For | Voted - For |
Elect Director James T. Prokopanko | Management | For | Voted - For |
Elect Director George Willis | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
W. R. BERKLEY CORPORATION | |||
Security ID: 084423102 Ticker: WRB | |||
Meeting Date: 14-Jun-23 | |||
Elect Director W. Robert Berkley, Jr. | Management | For | Voted - For |
Elect Director Maria Luisa Ferre | Management | For | Voted - For |
Elect Director Daniel L. Mosley | Management | For | Voted - For |
Elect Director Mark L. Shapiro | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
230
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
W.W. GRAINGER, INC. | |||
Security ID: 384802104 Ticker: GWW | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Rodney C. Adkins | Management | For | Voted - For |
Elect Director V. Ann Hailey | Management | For | Voted - For |
Elect Director Katherine D. Jaspon | Management | For | Voted - For |
Elect Director Stuart L. Levenick | Management | For | Voted - For |
Elect Director D.G. Macpherson | Management | For | Voted - For |
Elect Director Neil S. Novich | Management | For | Voted - For |
Elect Director Beatriz R. Perez | Management | For | Voted - For |
Elect Director E. Scott Santi | Management | For | Voted - For |
Elect Director Susan Slavik Williams | Management | For | Voted - For |
Elect Director Lucas E. Watson | Management | For | Voted - For |
Elect Director Steven A. White | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
WALGREENS BOOTS ALLIANCE, INC. | |||
Security ID: 931427108 Ticker: WBA | |||
Meeting Date: 26-Jan-23 | |||
Elect Director Janice M. Babiak | Management | For | Voted - For |
Elect Director Inderpal S. Bhandari | Management | For | Voted - For |
Elect Director Rosalind G. Brewer | Management | For | Voted - For |
Elect Director Ginger L. Graham | Management | For | Voted - For |
Elect Director Bryan C. Hanson | Management | For | Voted - For |
Elect Director Valerie B. Jarrett | Management | For | Voted - For |
Elect Director John A. Lederer | Management | For | Voted - For |
Elect Director Dominic P. Murphy | Management | For | Voted - For |
Elect Director Stefano Pessina | Management | For | Voted - For |
Elect Director Nancy M. Schlichting | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Public Health Costs Due to Tobacco | |||
Product Sales and the Impact on Overall Market | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
231
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
WALMART INC. | |||
Security ID: 931142103 Ticker: WMT | |||
Meeting Date: 31-May-23 | |||
Elect Director Cesar Conde | Management | For | Voted - For |
Elect Director Timothy P. Flynn | Management | For | Voted - For |
Elect Director Sarah J. Friar | Management | For | Voted - For |
Elect Director Carla A. Harris | Management | For | Voted - Against |
Elect Director Thomas W. Horton | Management | For | Voted - For |
Elect Director Marissa A. Mayer | Management | For | Voted - Against |
Elect Director C. Douglas McMillon | Management | For | Voted - For |
Elect Director Gregory B. Penner | Management | For | Voted - For |
Elect Director Randall L. Stephenson | Management | For | Voted - Against |
Elect Director S. Robson Walton | Management | For | Voted - For |
Elect Director Steuart L. Walton | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Consider Pay Disparity Between CEO and Other | |||
Employees | Shareholder | Against | Voted - Against |
Report on Human Rights Due Diligence | Shareholder | Against | Voted - Against |
Commission Third Party Racial Equity Audit | Shareholder | Against | Voted - Against |
Report on Racial and Gender Layoff Diversity | Shareholder | Against | Voted - Against |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Report on Risks Related to Fulfilling Information | |||
Requests for Enforcing Laws Criminalizing Abortion | |||
Access | Shareholder | Against | Voted - Against |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Oversee and Report a Workplace Health and Safety | |||
Audit | Shareholder | Against | Voted - Against |
WARNER BROS. DISCOVERY, INC. | |||
Security ID: 934423104 Ticker: WBD | |||
Meeting Date: 08-May-23 | |||
Elect Director Li Haslett Chen | Management | For | Voted - For |
Elect Director Kenneth W. Lowe | Management | For | Voted - For |
Elect Director Paula A. Price | Management | For | Voted - For |
Elect Director David M. Zaslav | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
232
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
WARNER MUSIC GROUP CORP. | |||
Security ID: 934550203 Ticker: WMG | |||
Meeting Date: 28-Feb-23 | |||
Elect Director Robert Kyncl | Management | For | Voted - For |
Elect Director Lincoln Benet | Management | For | Voted - Against |
Elect Director Alex Blavatnik | Management | For | Voted - Against |
Elect Director Len Blavatnik | Management | For | Voted - For |
Elect Director Mathias Dopfner | Management | For | Voted - Against |
Elect Director Nancy Dubuc | Management | For | Voted - For |
Elect Director Noreena Hertz | Management | For | Voted - Against |
Elect Director Ynon Kreiz | Management | For | Voted - Against |
Elect Director Ceci Kurzman | Management | For | Voted - Against |
Elect Director Michael Lynton | Management | For | Voted - For |
Elect Director Donald A. Wagner | Management | For | Voted - Against |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
WASTE MANAGEMENT, INC. | |||
Security ID: 94106L109 Ticker: WM | |||
Meeting Date: 09-May-23 | |||
Elect Director Bruce E. Chinn | Management | For | Voted - For |
Elect Director James C. Fish, Jr. | Management | For | Voted - For |
Elect Director Andres R. Gluski | Management | For | Voted - For |
Elect Director Victoria M. Holt | Management | For | Voted - For |
Elect Director Kathleen M. Mazzarella | Management | For | Voted - For |
Elect Director Sean E. Menke | Management | For | Voted - For |
Elect Director William B. Plummer | Management | For | Voted - For |
Elect Director John C. Pope | Management | For | Voted - Against |
Elect Director Maryrose T. Sylvester | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
WATERS CORPORATION | |||
Security ID: 941848103 Ticker: WAT | |||
Meeting Date: 23-May-23 | |||
Elect Director Flemming Ornskov | Management | For | Voted - For |
Elect Director Linda Baddour | Management | For | Voted - Against |
Elect Director Udit Batra | Management | For | Voted - For |
233
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Dan Brennan | Management | For | Voted - For |
Elect Director Richard Fearon | Management | For | Voted - Against |
Elect Director Pearl S. Huang | Management | For | Voted - For |
Elect Director Wei Jiang | Management | For | Voted - For |
Elect Director Christopher A. Kuebler | Management | For | Voted - For |
Elect Director Mark Vergnano | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
WEC ENERGY GROUP, INC. | |||
Security ID: 92939U106 Ticker: WEC | |||
Meeting Date: 04-May-23 | |||
Elect Director Ave M. Bie | Management | For | Voted - For |
Elect Director Curt S. Culver | Management | For | Voted - For |
Elect Director Danny L. Cunningham | Management | For | Voted - For |
Elect Director William M. Farrow, III | Management | For | Voted - For |
Elect Director Cristina A. Garcia-Thomas | Management | For | Voted - For |
Elect Director Maria C. Green | Management | For | Voted - For |
Elect Director Gale E. Klappa | Management | For | Voted - For |
Elect Director Thomas K. Lane | Management | For | Voted - For |
Elect Director Scott J. Lauber | Management | For | Voted - For |
Elect Director Ulice Payne, Jr. | Management | For | Voted - For |
Elect Director Mary Ellen Stanek | Management | For | Voted - For |
Elect Director Glen E. Tellock | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
WELLS FARGO & COMPANY | |||
Security ID: 949746101 Ticker: WFC | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Steven D. Black | Management | For | Voted - For |
Elect Director Mark A. Chancy | Management | For | Voted - For |
Elect Director Celeste A. Clark | Management | For | Voted - For |
Elect Director Theodore F. Craver, Jr. | Management | For | Voted - For |
Elect Director Richard K. Davis | Management | For | Voted - For |
Elect Director Wayne M. Hewett | Management | For | Voted - For |
Elect Director CeCelia (CeCe) G. Morken | Management | For | Voted - For |
Elect Director Maria R. Morris | Management | For | Voted - For |
Elect Director Felicia F. Norwood | Management | For | Voted - For |
Elect Director Richard B. Payne, Jr. | Management | For | Voted - For |
234
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ronald L. Sargent | Management | For | Voted - For |
Elect Director Charles W. Scharf | Management | For | Voted - For |
Elect Director Suzanne M. Vautrinot | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Report on Political Expenditures Congruence | Shareholder | Against | Voted - Against |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
Report on Climate Transition Plan Describing | |||
Efforts to Align Financing Activities with GHG | |||
Targets | Shareholder | Against | Voted - Against |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
Report on Prevention of Workplace Harassment and | |||
Discrimination | Shareholder | Against | Voted - Against |
Adopt Policy on Freedom of Association and | |||
Collective Bargaining | Shareholder | Against | Voted - Against |
WEST PHARMACEUTICAL SERVICES, INC. | |||
Security ID: 955306105 Ticker: WST | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Mark A. Buthman | Management | For | Voted - For |
Elect Director William F. Feehery | Management | For | Voted - For |
Elect Director Robert F. Friel | Management | For | Voted - For |
Elect Director Eric M. Green | Management | For | Voted - For |
Elect Director Thomas W. Hofmann | Management | For | Voted - For |
Elect Director Molly E. Joseph | Management | For | Voted - For |
Elect Director Deborah L. V. Keller | Management | For | Voted - For |
Elect Director Myla P. Lai-Goldman | Management | For | Voted - For |
Elect Director Stephen H. Lockhart | Management | For | Voted - For |
Elect Director Douglas A. Michels | Management | For | Voted - For |
Elect Director Paolo Pucci | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Bylaws | Shareholder | Against | Voted - For |
WESTERN DIGITAL CORPORATION | |||
Security ID: 958102105 Ticker: WDC | |||
Meeting Date: 16-Nov-22 | |||
Elect Director Kimberly E. Alexy | Management | For | Voted - For |
Elect Director Thomas H. Caulfield | Management | For | Voted - For |
235
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Martin I. Cole | Management | For | Voted - For |
Elect Director Tunc Doluca | Management | For | Voted - For |
Elect Director David V. Goeckeler | Management | For | Voted - For |
Elect Director Matthew E. Massengill | Management | For | Voted - For |
Elect Director Stephanie A. Streeter | Management | For | Voted - Against |
Elect Director Miyuki Suzuki | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION | |||
Security ID: 929740108 Ticker: WAB | |||
Meeting Date: 17-May-23 | |||
Elect Director Rafael Santana | Management | For | Voted - For |
Elect Director Lee C. Banks | Management | For | Voted - For |
Elect Director Byron S. Foster | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
WESTLAKE CORPORATION | |||
Security ID: 960413102 Ticker: WLK | |||
Meeting Date: 11-May-23 | |||
Elect Director Catherine T. Chao | Management | For | Voted - Withheld |
Elect Director Marius A. Haas | Management | For | Voted - For |
Elect Director Kimberly S. Lubel | Management | For | Voted - For |
Elect Director Jeffrey W. Sheets | Management | For | Voted - For |
Elect Director Carolyn C. Sabat | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Certain Officers | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Strengthen 2030 GHG Reduction Targets and Adopt | |||
Long-Term Targets Aligned with Net Zero | Shareholder | Against | Voted - Against |
Report on Reducing Plastic Pollution of the Oceans | Shareholder | Against | Voted - Against |
236
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
WESTROCK COMPANY | |||
Security ID: 96145D105 Ticker: WRK | |||
Meeting Date: 27-Jan-23 | |||
Elect Director Colleen F. Arnold | Management | For | Voted - For |
Elect Director Timothy J. Bernlohr | Management | For | Voted - For |
Elect Director J. Powell Brown | Management | For | Voted - For |
Elect Director Terrell K. Crews | Management | For | Voted - For |
Elect Director Russell M. Currey | Management | For | Voted - For |
Elect Director Suzan F. Harrison | Management | For | Voted - For |
Elect Director Gracia C. Martore | Management | For | Voted - For |
Elect Director James E. Nevels | Management | For | Voted - For |
Elect Director E. Jean Savage | Management | For | Voted - For |
Elect Director David B. Sewell | Management | For | Voted - For |
Elect Director Dmitri L. Stockton | Management | For | Voted - For |
Elect Director Alan D. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY | |||
Security ID: G96629103 Ticker: WTW | |||
Meeting Date: 17-May-23 | |||
Elect Director Dame Inga Beale | Management | For | Voted - For |
Elect Director Fumbi Chima | Management | For | Voted - For |
Elect Director Stephen Chipman | Management | For | Voted - For |
Elect Director Michael Hammond | Management | For | Voted - For |
Elect Director Carl Hess | Management | For | Voted - For |
Elect Director Jacqueline Hunt | Management | For | Voted - For |
Elect Director Paul Reilly | Management | For | Voted - For |
Elect Director Michelle Swanback | Management | For | Voted - For |
Elect Director Paul Thomas | Management | For | Voted - For |
Elect Director Fredric Tomczyk | Management | For | Voted - For |
Ratify the Appointment of Deloitte & Touche LLP as | |||
Auditor and Deloitte Ireland LLP to audit the Irish | |||
Statutory Accounts, and Authorize the Board to Fix | |||
Their Remuneration | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Renew the Board's Authority to Issue Shares Under | |||
Irish Law | Management | For | Voted - For |
Renew the Board's Authority to Opt-Out of Statutory | |||
Pre-Emptions Rights | Management | For | Voted - For |
237
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
WORKDAY, INC. | |||
Security ID: 98138H101 Ticker: WDAY | |||
Meeting Date: 22-Jun-23 | |||
Elect Director Christa Davies | Management | For | Voted - Against |
Elect Director Wayne A.I. Frederick | Management | For | Voted - For |
Elect Director Mark J. Hawkins | Management | For | Voted - For |
Elect Director George J. Still, Jr. | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
XCEL ENERGY INC. | |||
Security ID: 98389B100 Ticker: XEL | |||
Meeting Date: 24-May-23 | |||
Elect Director Megan Burkhart | Management | For | Voted - For |
Elect Director Lynn Casey | Management | For | Voted - For |
Elect Director Bob Frenzel | Management | For | Voted - For |
Elect Director Netha Johnson | Management | For | Voted - For |
Elect Director Patricia Kampling | Management | For | Voted - For |
Elect Director George Kehl | Management | For | Voted - For |
Elect Director Richard O'Brien | Management | For | Voted - For |
Elect Director Charles Pardee | Management | For | Voted - For |
Elect Director Christopher Policinski | Management | For | Voted - For |
Elect Director James Prokopanko | Management | For | Voted - For |
Elect Director Kim Williams | Management | For | Voted - For |
Elect Director Daniel Yohannes | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
XYLEM INC. | |||
Security ID: 98419M100 Ticker: XYL | |||
Meeting Date: 11-May-23 | |||
Issue Shares in Connection with Acquisition | Management | For | Voted - For |
Adjourn Meeting | Management | For | Voted - For |
238
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Meeting Date: 18-May-23 | |||
Elect Director Jeanne Beliveau-Dunn | Management | For | Voted - For |
Elect Director Patrick K. Decker | Management | For | Voted - For |
Elect Director Earl R. Ellis | Management | For | Voted - For |
Elect Director Robert F. Friel | Management | For | Voted - For |
Elect Director Victoria D. Harker | Management | For | Voted - For |
Elect Director Steven R. Loranger | Management | For | Voted - For |
Elect Director Mark D. Morelli | Management | For | Voted - For |
Elect Director Jerome A. Peribere | Management | For | Voted - For |
Elect Director Lila Tretikov | Management | For | Voted - For |
Elect Director Uday Yadav | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
YUM! BRANDS, INC. | |||
Security ID: 988498101 Ticker: YUM | |||
Meeting Date: 18-May-23 | |||
Elect Director Paget L. Alves | Management | For | Voted - For |
Elect Director Keith Barr | Management | For | Voted - For |
Elect Director Christopher M. Connor | Management | For | Voted - For |
Elect Director Brian C. Cornell | Management | For | Voted - For |
Elect Director Tanya L. Domier | Management | For | Voted - For |
Elect Director David W. Gibbs | Management | For | Voted - For |
Elect Director Mirian M. Graddick-Weir | Management | For | Voted - For |
Elect Director Thomas C. Nelson | Management | For | Voted - For |
Elect Director P. Justin Skala | Management | For | Voted - For |
Elect Director Annie Young-Scrivner | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Efforts to Reduce Plastic Use | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Voted - Against |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
Report on Paid Sick Leave | Shareholder | Against | Voted - Against |
ZEBRA TECHNOLOGIES CORPORATION | |||
Security ID: 989207105 Ticker: ZBRA | |||
Meeting Date: 11-May-23 | |||
Elect Director William J. Burns | Management | For | Voted - For |
Elect Director Linda M. Connly | Management | For | Voted - For |
239
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Anders Gustafsson | Management | For | Voted - For |
Elect Director Janice M. Roberts | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
ZIMMER BIOMET HOLDINGS, INC. | |||
Security ID: 98956P102 Ticker: ZBH | |||
Meeting Date: 12-May-23 | |||
Elect Director Christopher B. Begley | Management | For | Voted - For |
Elect Director Betsy J. Bernard | Management | For | Voted - For |
Elect Director Michael J. Farrell | Management | For | Voted - For |
Elect Director Robert A. Hagemann | Management | For | Voted - For |
Elect Director Bryan C. Hanson | Management | For | Voted - For |
Elect Director Arthur J. Higgins | Management | For | Voted - For |
Elect Director Maria Teresa Hilado | Management | For | Voted - For |
Elect Director Syed Jafry | Management | For | Voted - For |
Elect Director Sreelakshmi Kolli | Management | For | Voted - For |
Elect Director Michael W. Michelson | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
ZOETIS INC. | |||
Security ID: 98978V103 Ticker: ZTS | |||
Meeting Date: 18-May-23 | |||
Elect Director Paul M. Bisaro | Management | For | Voted - For |
Elect Director Vanessa Broadhurst | Management | For | Voted - For |
Elect Director Frank A. D'Amelio | Management | For | Voted - For |
Elect Director Michael B. McCallister | Management | For | Voted - For |
Elect Director Gregory Norden | Management | For | Voted - For |
Elect Director Louise M. Parent | Management | For | Voted - For |
Elect Director Kristin C. Peck | Management | For | Voted - For |
Elect Director Robert W. Scully | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Provide Right to Call Special Meeting | Management | For | Voted - For |
Provide Right to Call a Special Meeting at a 10 | |||
Percent Ownership Threshold | Shareholder | Against | Voted - Against |
240
Symmetry Panoramic Global Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ZOOM VIDEO COMMUNICATIONS, INC. | |||
Security ID: 98980L101 Ticker: ZM | |||
Meeting Date: 15-Jun-23 | |||
Elect Director Eric S. Yuan | Management | For | Voted - Withheld |
Elect Director Peter Gassner | Management | For | Voted - Withheld |
Elect Director H.R. McMaster | Management | For | Voted - Withheld |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
ZOOMINFO TECHNOLOGIES INC. | |||
Security ID: 98980F104 Ticker: ZI | |||
Meeting Date: 17-May-23 | |||
Elect Director Todd Crockett | Management | For | Voted - Withheld |
Elect Director Patrick McCarter | Management | For | Voted - Withheld |
Elect Director D. Randall Winn | Management | For | Voted - Withheld |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
ZSCALER, INC. | |||
Security ID: 98980G102 Ticker: ZS | |||
Meeting Date: 13-Jan-23 | |||
Elect Director Andrew Brown | Management | For | Voted - Withheld |
Elect Director Scott Darling | Management | For | Voted - Withheld |
Elect Director David Schneider | Management | For | Voted - Withheld |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
241
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
3M COMPANY | |||
Security ID: 88579Y101 Ticker: MMM | |||
Meeting Date: 09-May-23 | |||
Elect Director Thomas "Tony" K. Brown | Management | For | Voted - For |
Elect Director Anne H. Chow | Management | For | Voted - For |
Elect Director David B. Dillon | Management | For | Voted - For |
Elect Director Michael L. Eskew | Management | For | Voted - For |
Elect Director James R. Fitterling | Management | For | Voted - For |
Elect Director Amy E. Hood | Management | For | Voted - For |
Elect Director Suzan Kereere | Management | For | Voted - For |
Elect Director Gregory R. Page | Management | For | Voted - For |
Elect Director Pedro J. Pizarro | Management | For | Voted - For |
Elect Director Michael F. Roman | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
A. O. SMITH CORPORATION | |||
Security ID: 831865209 Ticker: AOS | |||
Meeting Date: 11-Apr-23 | |||
Elect Director Ronald D. Brown | Management | For | Voted - Withheld |
Elect Director Earl E. Exum | Management | For | Voted - For |
Elect Director Michael M. Larsen | Management | For | Voted - For |
Elect Director Idelle K. Wolf | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 12-Apr-23 | |||
Report on Whether Company Policies Reinforce Racism | |||
in Company Culture | Shareholder | Against | Voted - Against |
ABBOTT LABORATORIES | |||
Security ID: 002824100 Ticker: ABT | |||
Meeting Date: 28-Apr-23 | |||
Elect Director Robert J. Alpern | Management | For | Voted - For |
Elect Director Claire Babineaux-Fontenot | Management | For | Voted - For |
Elect Director Sally E. Blount | Management | For | Voted - For |
242
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Robert B. Ford | Management | For | Voted - For |
Elect Director Paola Gonzalez | Management | For | Voted - For |
Elect Director Michelle A. Kumbier | Management | For | Voted - For |
Elect Director Darren W. McDew | Management | For | Voted - For |
Elect Director Nancy McKinstry | Management | For | Voted - For |
Elect Director Michael G. O'Grady | Management | For | Voted - For |
Elect Director Michael F. Roman | Management | For | Voted - For |
Elect Director Daniel J. Starks | Management | For | Voted - For |
Elect Director John G. Stratton | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Adopt Policy to Include Legal and Compliance Costs | |||
in Incentive Compensation Metrics | Shareholder | Against | Voted - For |
ABBVIE INC. | |||
Security ID: 00287Y109 Ticker: ABBV | |||
Meeting Date: 05-May-23 | |||
Elect Director Robert J. Alpern | Management | For | Voted - For |
Elect Director Melody B. Meyer | Management | For | Voted - For |
Elect Director Frederick H. Waddell | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Report on Congruency of Political Spending with | |||
Company Values and Priorities | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
ABIOMED, INC. | |||
Security ID: 003654100 Ticker: ABMD | |||
Meeting Date: 10-Aug-22 | |||
Elect Director Michael R. Minogue | Management | For | Voted - For |
Elect Director Martin P. Sutter | Management | For | Voted - Withheld |
Elect Director Paula A. Johnson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
243
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Meeting Date: 11-Aug-22 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
ACCENTURE PLC | |||
Security ID: G1151C101 Ticker: ACN | |||
Meeting Date: 01-Feb-23 | |||
Elect Director Jaime Ardila | Management | For | Voted - For |
Elect Director Nancy McKinstry | Management | For | Voted - For |
Elect Director Beth E. Mooney | Management | For | Voted - For |
Elect Director Gilles C. Pelisson | Management | For | Voted - For |
Elect Director Paula A. Price | Management | For | Voted - For |
Elect Director Venkata (Murthy) Renduchintala | Management | For | Voted - For |
Elect Director Arun Sarin | Management | For | Voted - For |
Elect Director Julie Sweet | Management | For | Voted - For |
Elect Director Tracey T. Travis | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve KPMG LLP as Auditors and Authorize Board to | |||
Fix Their Remuneration | Management | For | Voted - For |
Renew the Board's Authority to Issue Shares Under | |||
Irish Law | Management | For | Voted - For |
Authorize Board to Opt-Out of Statutory Pre-Emption | |||
Rights | Management | For | Voted - For |
Meeting Date: 03-Feb-23 | |||
Determine Price Range for Reissuance of Treasury | |||
Shares | Management | For | Voted - For |
ACTIVISION BLIZZARD, INC. | |||
Security ID: 00507V109 Ticker: ATVI | |||
Meeting Date: 21-Jun-23 | |||
Elect Director Reveta Bowers | Management | For | Voted - Against |
Elect Director Kerry Carr | Management | For | Voted - For |
Elect Director Robert Corti | Management | For | Voted - Against |
Elect Director Brian Kelly | Management | For | Voted - Against |
Elect Director Robert Kotick | Management | For | Voted - Against |
Elect Director Barry Meyer | Management | For | Voted - Against |
Elect Director Robert Morgado | Management | For | Voted - Against |
Elect Director Peter Nolan | Management | For | Voted - Against |
Elect Director Dawn Ostroff | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
244
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
Adopt Policy on Freedom of Association and | |||
Collective Bargaining | Shareholder | Against | Voted - Against |
ADOBE INC. | |||
Security ID: 00724F101 Ticker: ADBE | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Amy Banse | Management | For | Voted - For |
Elect Director Brett Biggs | Management | For | Voted - For |
Elect Director Melanie Boulden | Management | For | Voted - For |
Elect Director Frank Calderoni | Management | For | Voted - For |
Elect Director Laura Desmond | Management | For | Voted - For |
Elect Director Shantanu Narayen | Management | For | Voted - For |
Elect Director Spencer Neumann | Management | For | Voted - For |
Elect Director Kathleen Oberg | Management | For | Voted - For |
Elect Director Dheeraj Pandey | Management | For | Voted - For |
Elect Director David Ricks | Management | For | Voted - For |
Elect Director Daniel Rosensweig | Management | For | Voted - For |
Elect Director John Warnock | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Hiring of Persons with Arrest or | |||
Incarceration Records | Shareholder | Against | Voted - Against |
ADT INC. | |||
Security ID: 00090Q103 Ticker: ADT | |||
Meeting Date: 24-May-23 | |||
Elect Director Marc E. Becker | Management | For | Voted - Withheld |
Elect Director Stephanie Drescher | Management | For | Voted - Withheld |
Elect Director Reed B. Rayman | Management | For | Voted - Withheld |
Elect Director Sigal Zarmi | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
245
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ADVANCE AUTO PARTS, INC. | |||
Security ID: 00751Y106 Ticker: AAP | |||
Meeting Date: 24-May-23 | |||
Elect Director Carla J. Bailo | Management | For | Voted - For |
Elect Director John F. Ferraro | Management | For | Voted - For |
Elect Director Thomas R. Greco | Management | For | Voted - For |
Elect Director Joan M. Hilson | Management | For | Voted - For |
Elect Director Jeffrey J. Jones, II | Management | For | Voted - For |
Elect Director Eugene I. Lee, Jr. | Management | For | Voted - For |
Elect Director Douglas A. Pertz | Management | For | Voted - For |
Elect Director Sherice R. Torres | Management | For | Voted - For |
Elect Director Arthur L. Valdez, Jr. | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Approve Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
ADVANCED MICRO DEVICES, INC. | |||
Security ID: 007903107 Ticker: AMD | |||
Meeting Date: 18-May-23 | |||
Elect Director Nora M. Denzel | Management | For | Voted - For |
Elect Director Mark Durcan | Management | For | Voted - For |
Elect Director Michael P. Gregoire | Management | For | Voted - For |
Elect Director Joseph A. Householder | Management | For | Voted - For |
Elect Director John W. Marren | Management | For | Voted - For |
Elect Director Jon A. Olson | Management | For | Voted - For |
Elect Director Lisa T. Su | Management | For | Voted - For |
Elect Director Abhi Y. Talwalkar | Management | For | Voted - For |
Elect Director Elizabeth W. Vanderslice | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AECOM | |||
Security ID: 00766T100 Ticker: ACM | |||
Meeting Date: 31-Mar-23 | |||
Elect Director Bradley W. Buss | Management | For | Voted - For |
246
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Lydia H. Kennard | Management | For | Voted - For |
Elect Director Kristy Pipes | Management | For | Voted - For |
Elect Director Troy Rudd | Management | For | Voted - For |
Elect Director Douglas W. Stotlar | Management | For | Voted - For |
Elect Director Daniel R. Tishman | Management | For | Voted - For |
Elect Director Sander van't Noordende | Management | For | Voted - For |
Elect Director Janet C. Wolfenbarger | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 03-Apr-23 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AFLAC INCORPORATED | |||
Security ID: 001055102 Ticker: AFL | |||
Meeting Date: 01-May-23 | |||
Elect Director Daniel P. Amos | Management | For | Voted - For |
Elect Director W. Paul Bowers | Management | For | Voted - For |
Elect Director Arthur R. Collins | Management | For | Voted - For |
Elect Director Miwako Hosoda | Management | For | Voted - For |
Elect Director Thomas J. Kenny | Management | For | Voted - For |
Elect Director Georgette D. Kiser | Management | For | Voted - For |
Elect Director Karole F. Lloyd | Management | For | Voted - For |
Elect Director Nobuchika Mori | Management | For | Voted - For |
Elect Director Joseph L. Moskowitz | Management | For | Voted - For |
Elect Director Barbara K. Rimer | Management | For | Voted - For |
Elect Director Katherine T. Rohrer | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
AGCO CORPORATION | |||
Security ID: 001084102 Ticker: AGCO | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Michael C. Arnold | Management | For | Voted - For |
Elect Director Sondra L. Barbour | Management | For | Voted - For |
Elect Director Suzanne P. Clark | Management | For | Voted - For |
Elect Director Bob De Lange | Management | For | Voted - For |
Elect Director Eric P. Hansotia | Management | For | Voted - For |
Elect Director George E. Minnich | Management | For | Voted - For |
Elect Director Niels Porksen | Management | For | Voted - For |
Elect Director David Sagehorn | Management | For | Voted - For |
247
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Mallika Srinivasan | Management | For | Voted - For |
Elect Director Matthew Tsien | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
AGILENT TECHNOLOGIES, INC. | |||
Security ID: 00846U101 Ticker: A | |||
Meeting Date: 15-Mar-23 | |||
Elect Director Heidi K. Kunz | Management | For | Voted - For |
Elect Director Susan H. Rataj | Management | For | Voted - For |
Elect Director George A. Scangos | Management | For | Voted - For |
Elect Director Dow R. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Provide Right to Call Special Meeting | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AGILON HEALTH, INC. | |||
Security ID: 00857U107 Ticker: AGL | |||
Meeting Date: 24-May-23 | |||
Elect Director Ron Williams | Management | For | Voted - Against |
Elect Director Derek L. Strum | Management | For | Voted - Against |
Elect Director Diana L. McKenzie | Management | For | Voted - For |
Elect Director Karen McLoughlin | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
AIR PRODUCTS AND CHEMICALS, INC. | |||
Security ID: 009158106 Ticker: APD | |||
Meeting Date: 26-Jan-23 | |||
Elect Director Tonit M. Calaway | Management | For | Voted - For |
Elect Director Charles I. Cogut | Management | For | Voted - For |
Elect Director Lisa A. Davis | Management | For | Voted - For |
Elect Director Seifollah (Seifi) Ghasemi | Management | For | Voted - For |
Elect Director David H. Y. Ho | Management | For | Voted - For |
Elect Director Edward L. Monser | Management | For | Voted - For |
Elect Director Matthew H. Paull | Management | For | Voted - For |
Elect Director Wayne T. Smith | Management | For | Voted - For |
248
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
AKAMAI TECHNOLOGIES, INC. | |||
Security ID: 00971T101 Ticker: AKAM | |||
Meeting Date: 11-May-23 | |||
Elect Director Sharon Bowen | Management | For | Voted - For |
Elect Director Marianne Brown | Management | For | Voted - For |
Elect Director Monte Ford | Management | For | Voted - For |
Elect Director Dan Hesse | Management | For | Voted - For |
Elect Director Tom Killalea | Management | For | Voted - For |
Elect Director Tom Leighton | Management | For | Voted - For |
Elect Director Jonathan Miller | Management | For | Voted - For |
Elect Director Madhu Ranganathan | Management | For | Voted - For |
Elect Director Ben Verwaayen | Management | For | Voted - For |
Elect Director Bill Wagner | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
ALBEMARLE CORPORATION | |||
Security ID: 012653101 Ticker: ALB | |||
Meeting Date: 02-May-23 | |||
Elect Director M. Lauren Brlas | Management | For | Voted - For |
Elect Director Ralf H. Cramer | Management | For | Voted - For |
Elect Director J. Kent Masters, Jr. | Management | For | Voted - For |
Elect Director Glenda J. Minor | Management | For | Voted - For |
Elect Director James J. O'Brien | Management | For | Voted - For |
Elect Director Diarmuid B. O'Connell | Management | For | Voted - For |
Elect Director Dean L. Seavers | Management | For | Voted - For |
Elect Director Gerald A. Steiner | Management | For | Voted - For |
Elect Director Holly A. Van Deursen | Management | For | Voted - For |
Elect Director Alejandro D. Wolff | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Approve Non-Employee Director Restricted Stock Plan | Management | For | Voted - For |
249
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ALBERTSONS COMPANIES, INC. | |||
Security ID: 013091103 Ticker: ACI | |||
Meeting Date: 04-Aug-22 | |||
Elect Director Vivek Sankaran | Management | For | Voted - Against |
Elect Director James Donald | Management | For | Voted - Against |
Elect Director Chan Galbato | Management | For | Voted - Against |
Elect Director Sharon Allen | Management | For | Voted - Against |
Elect Director Shant Babikian | Management | For | Voted - Against |
Elect Director Kim Fennebresque | Management | For | Voted - For |
Elect Director Allen Gibson | Management | For | Voted - Against |
Elect Director Hersch Klaff | Management | For | Voted - Against |
Elect Director Jay Schottenstein | Management | For | Voted - Against |
Elect Director Alan Schumacher | Management | For | Voted - Against |
Elect Director Brian Kevin Turner | Management | For | Voted - Against |
Elect Director Mary Elizabeth West | Management | For | Voted - Against |
Elect Director Scott Wille | Management | For | Voted - Against |
Ratify Deloitte and Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
ALCOA CORPORATION | |||
Security ID: 013872106 Ticker: AA | |||
Meeting Date: 05-May-23 | |||
Elect Director Steven W. Williams | Management | For | Voted - For |
Elect Director Mary Anne Citrino | Management | For | Voted - For |
Elect Director Pasquale (Pat) Fiore | Management | For | Voted - For |
Elect Director Thomas J. Gorman | Management | For | Voted - For |
Elect Director Roy C. Harvey | Management | For | Voted - For |
Elect Director James A. Hughes | Management | For | Voted - Against |
Elect Director Carol L. Roberts | Management | For | Voted - For |
Elect Director Jackson (Jackie) P. Roberts | Management | For | Voted - For |
Elect Director Ernesto Zedillo | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
250
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ALLEGION PLC | |||
Security ID: G0176J109 Ticker: ALLE | |||
Meeting Date: 08-Jun-23 | |||
Elect as Director Kirk S. Hachigian | Management | For | Voted - For |
Elect as Director Steven C. Mizell | Management | For | Voted - For |
Elect as Director Nicole Parent Haughey | Management | For | Voted - For |
Elect as Director Lauren B. Peters | Management | For | Voted - For |
Elect as Director Ellen Rubin | Management | For | Voted - For |
Elect as Director Dean I. Schaffer | Management | For | Voted - For |
Elect as Director John H. Stone | Management | For | Voted - For |
Elect as Director Dev Vardhan | Management | For | Voted - For |
Elect as Director Martin E. Welch, III | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers as Auditors and | |||
Authorise Their Remuneration | Management | For | Voted - For |
Renew the Board's Authority to Issue Shares Under | |||
Irish Law | Management | For | Voted - For |
Renew the Board's Authority to Opt-Out of Statutory | |||
Pre-Emptions Rights | Management | For | Voted - For |
ALLIANT ENERGY CORPORATION | |||
Security ID: 018802108 Ticker: LNT | |||
Meeting Date: 23-May-23 | |||
Elect Director Stephanie L. Cox | Management | For | Voted - For |
Elect Director Patrick E. Allen | Management | For | Voted - For |
Elect Director Michael D. Garcia | Management | For | Voted - For |
Elect Director Susan D. Whiting | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
ALLY FINANCIAL INC. | |||
Security ID: 02005N100 Ticker: ALLY | |||
Meeting Date: 03-May-23 | |||
Elect Director Franklin W. Hobbs | Management | For | Voted - For |
Elect Director Kenneth J. Bacon | Management | For | Voted - For |
Elect Director William H. Cary | Management | For | Voted - For |
Elect Director Mayree C. Clark | Management | For | Voted - For |
Elect Director Kim S. Fennebresque | Management | For | Voted - For |
251
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Melissa Goldman | Management | For | Voted - For |
Elect Director Marjorie Magner | Management | For | Voted - For |
Elect Director David Reilly | Management | For | Voted - For |
Elect Director Brian H. Sharples | Management | For | Voted - For |
Elect Director Michael F. Steib | Management | For | Voted - For |
Elect Director Jeffrey J. Brown | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
ALNYLAM PHARMACEUTICALS, INC. | |||
Security ID: 02043Q107 Ticker: ALNY | |||
Meeting Date: 18-May-23 | |||
Elect Director Michael W. Bonney | Management | For | Voted - For |
Elect Director Yvonne L. Greenstreet | Management | For | Voted - For |
Elect Director Phillip A. Sharp | Management | For | Voted - For |
Elect Director Elliott Sigal | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
ALPHABET INC. | |||
Security ID: 02079K305 Ticker: GOOGL | |||
Meeting Date: 02-Jun-23 | |||
Elect Director Larry Page | Management | For | Voted - For |
Elect Director Sergey Brin | Management | For | Voted - For |
Elect Director Sundar Pichai | Management | For | Voted - For |
Elect Director John L. Hennessy | Management | For | Voted - Against |
Elect Director Frances H. Arnold | Management | For | Voted - Against |
Elect Director R. Martin "Marty" Chavez | Management | For | Voted - For |
Elect Director L. John Doerr | Management | For | Voted - For |
Elect Director Roger W. Ferguson, Jr. | Management | For | Voted - For |
Elect Director Ann Mather | Management | For | Voted - Against |
Elect Director K. Ram Shriram | Management | For | Voted - For |
Elect Director Robin L. Washington | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Publish Congruency Report on Partnerships with | |||
Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Voted - Against |
252
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on Framework to Assess Company Lobbying | |||
Alignment with Climate Goals | Shareholder | Against | Voted - Against |
Report on Risks Related to Fulfilling Information | |||
Requests for Enforcing Laws Criminalizing Abortion | |||
Access | Shareholder | Against | Voted - Against |
Report on Risks of Doing Business in Countries with | |||
Significant Human Rights Concerns | Shareholder | Against | Voted - Against |
Publish Independent Human Rights Impact Assessment | |||
of Targeted Advertising Technology | Shareholder | Against | Voted - Against |
Disclose More Quantitative and Qualitative | |||
Information on Algorithmic Systems | Shareholder | Against | Voted - Against |
Report on Alignment of YouTube Policies With Online | |||
Safety Regulations | Shareholder | Against | Voted - Against |
Report on Content Governance and Censorship | Shareholder | Against | Voted - Against |
Commission Independent Assessment of Effectiveness | |||
of Audit and Compliance Committee | Shareholder | Against | Voted - Against |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
Approve Recapitalization Plan for all Stock to Have | |||
One-vote per Share | Shareholder | Against | Voted - For |
ALTRIA GROUP, INC. | |||
Security ID: 02209S103 Ticker: MO | |||
Meeting Date: 18-May-23 | |||
Elect Director Ian L.T. Clarke | Management | For | Voted - For |
Elect Director Marjorie M. Connelly | Management | For | Voted - For |
Elect Director R. Matt Davis | Management | For | Voted - For |
Elect Director William F. Gifford, Jr. | Management | For | Voted - For |
Elect Director Jacinto J. Hernandez | Management | For | Voted - For |
Elect Director Debra J. Kelly-Ennis | Management | For | Voted - For |
Elect Director Kathryn B. McQuade | Management | For | Voted - For |
Elect Director George Munoz | Management | For | Voted - For |
Elect Director Nabil Y. Sakkab | Management | For | Voted - For |
Elect Director Virginia E. Shanks | Management | For | Voted - For |
Elect Director Ellen R. Strahlman | Management | For | Voted - For |
Elect Director M. Max Yzaguirre | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Congruency of Political Spending with | |||
Company Values and Priorities | Shareholder | Against | Voted - Against |
Report on Third-Party Civil Rights Audit | Shareholder | Against | Voted - Against |
253
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
AMAZON.COM, INC. | |||
Security ID: 023135106 Ticker: AMZN | |||
Meeting Date: 24-May-23 | |||
Elect Director Jeffrey P. Bezos | Management | For | Voted - For |
Elect Director Andrew R. Jassy | Management | For | Voted - For |
Elect Director Keith B. Alexander | Management | For | Voted - For |
Elect Director Edith W. Cooper | Management | For | Voted - Against |
Elect Director Jamie S. Gorelick | Management | For | Voted - For |
Elect Director Daniel P. Huttenlocher | Management | For | Voted - Against |
Elect Director Judith A. McGrath | Management | For | Voted - Against |
Elect Director Indra K. Nooyi | Management | For | Voted - For |
Elect Director Jonathan J. Rubinstein | Management | For | Voted - For |
Elect Director Patricia Q. Stonesifer | Management | For | Voted - For |
Elect Director Wendell P. Weeks | Management | For | Voted - For |
Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Voted - Against |
Report on Customer Due Diligence | Shareholder | Against | Voted - Against |
Revise Transparency Report to Provide Greater | |||
Disclosure on Government Requests | Shareholder | Against | Voted - Against |
Report on Government Take Down Requests | Shareholder | Against | Voted - Against |
Report on Impact of Climate Change Strategy | |||
Consistent With Just Transition Guidelines | Shareholder | Against | Voted - Against |
Publish a Tax Transparency Report | Shareholder | Against | Voted - Against |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | Voted - Against |
Report on Cost/Benefit Analysis of Diversity, | |||
Equity and Inclusion Programs | Shareholder | Against | Voted - Against |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Commission Third Party Assessment on Company's | |||
Commitment to Freedom of Association and Collective | |||
Bargaining | Shareholder | Against | Voted - Against |
Consider Pay Disparity Between Executives and Other | |||
Employees | Shareholder | Against | Voted - Against |
Report on Animal Welfare Standards | Shareholder | Against | Voted - Against |
Establish a Public Policy Committee | Shareholder | Against | Voted - Against |
Adopt a Policy to Include Non-Management Employees | |||
as Prospective Director Candidates | Shareholder | Against | Voted - Against |
Commission a Third Party Audit on Working Conditions | Shareholder | Against | Voted - For |
Report on Efforts to Reduce Plastic Use | Shareholder | Against | Voted - Against |
Commission Third Party Study and Report on Risks | |||
Associated with Use of Rekognition | Shareholder | Against | Voted - Against |
254
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
AMCOR PLC | |||
Security ID: G0250X107 Ticker: AMCR | |||
Meeting Date: 09-Nov-22 | |||
Elect Director Graeme Liebelt | Management | For | Voted - For |
Elect Director Armin Meyer | Management | For | Voted - For |
Elect Director Ronald Delia | Management | For | Voted - For |
Elect Director Achal Agarwal | Management | For | Voted - For |
Elect Director Andrea Bertone | Management | For | Voted - For |
Elect Director Susan Carter | Management | For | Voted - Against |
Elect Director Karen Guerra | Management | For | Voted - For |
Elect Director Nicholas (Tom) Long | Management | For | Voted - For |
Elect Director Arun Nayar | Management | For | Voted - For |
Elect Director David Szczupak | Management | For | Voted - For |
Ratify PricewaterhouseCoopers AG as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
AMDOCS LIMITED | |||
Security ID: G02602103 Ticker: DOX | |||
Meeting Date: 27-Jan-23 | |||
Elect Director Robert A. Minicucci | Management | For | Do Not Vote |
Elect Director Adrian Gardner | Management | For | Do Not Vote |
Elect Director Rafael de la Vega | Management | For | Do Not Vote |
Elect Director Eli Gelman | Management | For | Do Not Vote |
Elect Director Richard T.C. LeFave | Management | For | Do Not Vote |
Elect Director John A. MacDonald | Management | For | Do Not Vote |
Elect Director Shuky Sheffer | Management | For | Do Not Vote |
Elect Director Yvette Kanouff | Management | For | Do Not Vote |
Elect Director Sarah Ruth Davis | Management | For | Do Not Vote |
Elect Director Amos Genish | Management | For | Do Not Vote |
Approve Qualified Employee Stock Purchase Plan | Management | For | Do Not Vote |
Approve an Increase in the Quarterly Cash Dividend | |||
Rate | Management | For | Do Not Vote |
Accept Financial Statements and Statutory Reports | Management | For | Do Not Vote |
Approve Ernst & Young LLP as Auditors and Authorize | |||
Board to Fix Their Remuneration | Management | For | Do Not Vote |
AMERCO | |||
Security ID: 023586100 Ticker: UHAL | |||
Meeting Date: 18-Aug-22 | |||
Elect Director Edward J. "Joe" Shoen | Management | For | Voted - Withheld |
Elect Director James E. Acridge | Management | For | Voted - Withheld |
255
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director John P. Brogan | Management | For | Voted - Withheld |
Elect Director James J. Grogan | Management | For | Voted - Withheld |
Elect Director Richard J. Herrera | Management | For | Voted - For |
Elect Director Karl A. Schmidt | Management | For | Voted - Withheld |
Elect Director Roberta R. Shank | Management | For | Voted - For |
Elect Director Samuel J. Shoen | Management | For | Voted - Withheld |
Ratify BDO USA, LLP as Auditors | Management | For | Voted - For |
Ratify and Affirm Decisions and Actions Taken by | |||
the Board and Executive Officers for Fiscal 2022 | Shareholder | For | Voted - Against |
Meeting Date: 22-Aug-22 | |||
Adopt GHG Emissions Reduction Targets Aligned with | |||
the Paris Agreement Goal | Shareholder | Against | Voted - Against |
AMEREN CORPORATION | |||
Security ID: 023608102 Ticker: AEE | |||
Meeting Date: 11-May-23 | |||
Elect Director Warner L. Baxter | Management | For | Voted - For |
Elect Director Cynthia J. Brinkley | Management | For | Voted - For |
Elect Director Catherine S. Brune | Management | For | Voted - For |
Elect Director J. Edward Coleman | Management | For | Voted - For |
Elect Director Ward H. Dickson | Management | For | Voted - For |
Elect Director Noelle K. Eder | Management | For | Voted - For |
Elect Director Ellen M. Fitzsimmons | Management | For | Voted - For |
Elect Director Rafael Flores | Management | For | Voted - For |
Elect Director Richard J. Harshman | Management | For | Voted - For |
Elect Director Craig S. Ivey | Management | For | Voted - For |
Elect Director James C. Johnson | Management | For | Voted - For |
Elect Director Martin J. Lyons, Jr. | Management | For | Voted - For |
Elect Director Steven H. Lipstein | Management | For | Voted - For |
Elect Director Leo S. Mackay, Jr. | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Disclose GHG Emissions Reductions Targets | Shareholder | Against | Voted - Against |
AMERICAN AIRLINES GROUP INC. | |||
Security ID: 02376R102 Ticker: AAL | |||
Meeting Date: 10-May-23 | |||
Elect Director Jeffrey D. Benjamin | Management | For | Voted - For |
Elect Director Adriane M. Brown | Management | For | Voted - For |
Elect Director John T. Cahill | Management | For | Voted - For |
Elect Director Michael J. Embler | Management | For | Voted - For |
256
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Matthew J. Hart | Management | For | Voted - For |
Elect Director Robert D. Isom | Management | For | Voted - For |
Elect Director Susan D. Kronick | Management | For | Voted - For |
Elect Director Martin H. Nesbitt | Management | For | Voted - For |
Elect Director Denise M. O'Leary | Management | For | Voted - For |
Elect Director Vicente Reynal | Management | For | Voted - For |
Elect Director Gregory D. Smith | Management | For | Voted - For |
Elect Director Douglas M. Steenland | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | For | Voted - For |
AMERICAN ELECTRIC POWER COMPANY, INC. | |||
Security ID: 025537101 Ticker: AEP | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Nicholas K. Akins | Management | For | Voted - For |
Elect Director J. Barnie Beasley, Jr. | Management | For | Voted - For |
Elect Director Ben Fowke | Management | For | Voted - For |
Elect Director Art A. Garcia | Management | For | Voted - Against |
Elect Director Linda A. Goodspeed | Management | For | Voted - For |
Elect Director Donna A. James | Management | For | Voted - For |
Elect Director Sandra Beach Lin | Management | For | Voted - For |
Elect Director Margaret M. McCarthy | Management | For | Voted - For |
Elect Director Oliver G. 'Rick' Richard, III | Management | For | Voted - For |
Elect Director Daryl Roberts | Management | For | Voted - For |
Elect Director Julia A. Sloat | Management | For | Voted - For |
Elect Director Sara Martinez Tucker | Management | For | Voted - For |
Elect Director Lewis Von Thaer | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Reduce Supermajority Vote Requirement | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AMERICAN EXPRESS COMPANY | |||
Security ID: 025816109 Ticker: AXP | |||
Meeting Date: 02-May-23 | |||
Elect Director Thomas J. Baltimore | Management | For | Voted - For |
Elect Director John J. Brennan | Management | For | Voted - For |
Elect Director Peter Chernin | Management | For | Voted - For |
Elect Director Walter J. Clayton, III | Management | For | Voted - For |
257
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ralph de la Vega | Management | For | Voted - For |
Elect Director Theodore J. Leonsis | Management | For | Voted - For |
Elect Director Deborah P. Majoras | Management | For | Voted - For |
Elect Director Karen L. Parkhill | Management | For | Voted - For |
Elect Director Charles E. Phillips | Management | For | Voted - For |
Elect Director Lynn A. Pike | Management | For | Voted - For |
Elect Director Stephen J. Squeri | Management | For | Voted - For |
Elect Director Daniel L. Vasella | Management | For | Voted - For |
Elect Director Lisa W. Wardell | Management | For | Voted - Against |
Elect Director Christopher D. Young | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
Report on Risks Related to Fulfilling Information | |||
Requests for Enforcing Laws Criminalizing Abortion | |||
Access | Shareholder | Against | Voted - Against |
AMERICAN FINANCIAL GROUP, INC. | |||
Security ID: 025932104 Ticker: AFG | |||
Meeting Date: 17-May-23 | |||
Elect Director Carl H. Lindner, III | Management | For | Voted - For |
Elect Director S. Craig Lindner | Management | For | Voted - For |
Elect Director John B. Berding | Management | For | Voted - For |
Elect Director James E. Evans | Management | For | Voted - For |
Elect Director Terry S. Jacobs | Management | For | Voted - For |
Elect Director Gregory G. Joseph | Management | For | Voted - For |
Elect Director Mary Beth Martin | Management | For | Voted - For |
Elect Director Amy Y. Murray | Management | For | Voted - For |
Elect Director Evans N. Nwankwo | Management | For | Voted - For |
Elect Director William W. Verity | Management | For | Voted - For |
Elect Director John I. Von Lehman | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AMERICAN INTERNATIONAL GROUP, INC. | |||
Security ID: 026874784 Ticker: AIG | |||
Meeting Date: 10-May-23 | |||
Elect Director Paola Bergamaschi | Management | For | Voted - For |
Elect Director James Cole, Jr. | Management | For | Voted - For |
Elect Director W. Don Cornwell | Management | For | Voted - For |
258
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Linda A. Mills | Management | For | Voted - Against |
Elect Director Diana M. Murphy | Management | For | Voted - For |
Elect Director Peter R. Porrino | Management | For | Voted - For |
Elect Director John G. Rice | Management | For | Voted - For |
Elect Director Therese M. Vaughan | Management | For | Voted - For |
Elect Director Vanessa A. Wittman | Management | For | Voted - For |
Elect Director Peter Zaffino | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
AMERICAN WATER WORKS COMPANY, INC. | |||
Security ID: 030420103 Ticker: AWK | |||
Meeting Date: 10-May-23 | |||
Elect Director Jeffrey N. Edwards | Management | For | Voted - For |
Elect Director Martha Clark Goss | Management | For | Voted - For |
Elect Director M. Susan Hardwick | Management | For | Voted - For |
Elect Director Kimberly J. Harris | Management | For | Voted - For |
Elect Director Laurie P. Havanec | Management | For | Voted - For |
Elect Director Julia L. Johnson | Management | For | Voted - For |
Elect Director Patricia L. Kampling | Management | For | Voted - For |
Elect Director Karl F. Kurz | Management | For | Voted - For |
Elect Director Michael L. Marberry | Management | For | Voted - For |
Elect Director James G. Stavridis | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Oversee and Report a Racial Equity Audit | Shareholder | Against | Voted - Against |
AMERIPRISE FINANCIAL, INC. | |||
Security ID: 03076C106 Ticker: AMP | |||
Meeting Date: 26-Apr-23 | |||
Elect Director James M. Cracchiolo | Management | For | Voted - For |
Elect Director Robert F. Sharpe, Jr. | Management | For | Voted - For |
Elect Director Dianne Neal Blixt | Management | For | Voted - For |
Elect Director Amy DiGeso | Management | For | Voted - For |
Elect Director Christopher J. Williams | Management | For | Voted - For |
Elect Director Armando Pimentel, Jr. | Management | For | Voted - For |
Elect Director Brian T. Shea | Management | For | Voted - For |
Elect Director W. Edward Walter, III | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
259
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
AMERISOURCEBERGEN CORPORATION | |||
Security ID: 03073E105 Ticker: ABC | |||
Meeting Date: 09-Mar-23 | |||
Elect Director Ornella Barra | Management | For | Voted - For |
Elect Director Steven H. Collis | Management | For | Voted - For |
Elect Director D. Mark Durcan | Management | For | Voted - For |
Elect Director Richard W. Gochnauer | Management | For | Voted - For |
Elect Director Lon R. Greenberg | Management | For | Voted - For |
Elect Director Kathleen W. Hyle | Management | For | Voted - For |
Elect Director Lorence H. Kim | Management | For | Voted - For |
Elect Director Henry W. McGee | Management | For | Voted - For |
Elect Director Redonda G. Miller | Management | For | Voted - For |
Elect Director Dennis M. Nally | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
AMETEK, INC. | |||
Security ID: 031100100 Ticker: AME | |||
Meeting Date: 04-May-23 | |||
Elect Director Thomas A. Amato | Management | For | Voted - For |
Elect Director Anthony J. Conti | Management | For | Voted - For |
Elect Director Gretchen W. McClain | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
AMGEN INC. | |||
Security ID: 031162100 Ticker: AMGN | |||
Meeting Date: 19-May-23 | |||
Elect Director Wanda M. Austin | Management | For | Voted - For |
Elect Director Robert A. Bradway | Management | For | Voted - For |
Elect Director Michael V. Drake | Management | For | Voted - For |
Elect Director Brian J. Druker | Management | For | Voted - For |
260
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Robert A. Eckert | Management | For | Voted - For |
Elect Director Greg C. Garland | Management | For | Voted - For |
Elect Director Charles M. Holley, Jr. | Management | For | Voted - For |
Elect Director S. Omar Ishrak | Management | For | Voted - For |
Elect Director Tyler Jacks | Management | For | Voted - For |
Elect Director Ellen J. Kullman | Management | For | Voted - For |
Elect Director Amy E. Miles | Management | For | Voted - For |
Elect Director Ronald D. Sugar | Management | For | Voted - For |
Elect Director R. Sanders Williams | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
AMPHENOL CORPORATION | |||
Security ID: 032095101 Ticker: APH | |||
Meeting Date: 18-May-23 | |||
Elect Director Nancy A. Altobello | Management | For | Voted - For |
Elect Director David P. Falck | Management | For | Voted - For |
Elect Director Edward G. Jepsen | Management | For | Voted - For |
Elect Director Rita S. Lane | Management | For | Voted - For |
Elect Director Robert A. Livingston | Management | For | Voted - For |
Elect Director Martin H. Loeffler | Management | For | Voted - For |
Elect Director R. Adam Norwitt | Management | For | Voted - For |
Elect Director Prahlad Singh | Management | For | Voted - For |
Elect Director Anne Clarke Wolff | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Political Contributions and Expenditures | Shareholder | Against | Voted - Against |
ANALOG DEVICES, INC. | |||
Security ID: 032654105 Ticker: ADI | |||
Meeting Date: 08-Mar-23 | |||
Elect Director Vincent Roche | Management | For | Voted - For |
Elect Director James A. Champy | Management | For | Voted - For |
Elect Director Andre Andonian | Management | For | Voted - For |
Elect Director Anantha P. Chandrakasan | Management | For | Voted - For |
Elect Director Edward H. Frank | Management | For | Voted - For |
Elect Director Laurie H. Glimcher | Management | For | Voted - For |
Elect Director Karen M. Golz | Management | For | Voted - For |
Elect Director Mercedes Johnson | Management | For | Voted - For |
Elect Director Kenton J. Sicchitano | Management | For | Voted - For |
261
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ray Stata | Management | For | Voted - For |
Elect Director Susie Wee | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
ANSYS, INC. | |||
Security ID: 03662Q105 Ticker: ANSS | |||
Meeting Date: 12-May-23 | |||
Elect Director Robert M. Calderoni | Management | For | Voted - For |
Elect Director Glenda M. Dorchak | Management | For | Voted - For |
Elect Director Ajei S. Gopal | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Declassify the Board of Directors | Management | For | Voted - For |
ANTERO RESOURCES CORPORATION | |||
Security ID: 03674X106 Ticker: AR | |||
Meeting Date: 06-Jun-23 | |||
Elect Director Paul M. Rady | Management | For | Voted - Withheld |
Elect Director Thomas B. Tyree, Jr. | Management | For | Voted - For |
Elect Director Brenda R. Schroer | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Amend Certificate of Incorporation to Reflect New | |||
Delaware Law Provisions Regarding Officer | |||
Exculpation | Management | For | Voted - For |
AON PLC | |||
Security ID: G0403H108 Ticker: AON | |||
Meeting Date: 16-Jun-23 | |||
Elect Director Lester B. Knight | Management | For | Voted - For |
Elect Director Gregory C. Case | Management | For | Voted - For |
Elect Director Jin-Yong Cai | Management | For | Voted - For |
Elect Director Jeffrey C. Campbell | Management | For | Voted - For |
Elect Director Fulvio Conti | Management | For | Voted - For |
Elect Director Cheryl A. Francis | Management | For | Voted - For |
Elect Director Adriana Karaboutis | Management | For | Voted - For |
262
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Richard C. Notebaert | Management | For | Voted - For |
Elect Director Gloria Santona | Management | For | Voted - For |
Elect Director Sarah E. Smith | Management | For | Voted - For |
Elect Director Byron O. Spruell | Management | For | Voted - For |
Elect Director Carolyn Y. Woo | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Ratify Ernst & Young Chartered Accountants as | |||
Statutory Auditor | Management | For | Voted - For |
Authorise the Audit Committee to Fix Remuneration | |||
of Auditors | Management | For | Voted - For |
Amend Omnibus Plan | Management | For | Voted - For |
APA CORPORATION | |||
Security ID: 03743Q108 Ticker: APA | |||
Meeting Date: 23-May-23 | |||
Elect Director Annell R. Bay | Management | For | Voted - For |
Elect Director John J. Christmann, IV | Management | For | Voted - For |
Elect Director Juliet S. Ellis | Management | For | Voted - For |
Elect Director Charles W. Hooper | Management | For | Voted - For |
Elect Director Chansoo Joung | Management | For | Voted - For |
Elect Director H. Lamar McKay | Management | For | Voted - For |
Elect Director Amy H. Nelson | Management | For | Voted - Against |
Elect Director Daniel W. Rabun | Management | For | Voted - For |
Elect Director Peter A. Ragauss | Management | For | Voted - For |
Elect Director David L. Stover | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Provide for | |||
Exculpation of Certain Officers | Management | For | Voted - For |
APOLLO GLOBAL MANAGEMENT, INC. | |||
Security ID: 03769M106 Ticker: APO | |||
Meeting Date: 07-Oct-22 | |||
Elect Director Marc A. Beilinson | Management | For | Voted - For |
Elect Director James R. Belardi | Management | For | Voted - For |
Elect Director Jessica Bibliowicz | Management | For | Voted - For |
Elect Director Walter (Jay) Clayton, III | Management | For | Voted - For |
Elect Director Michael Ducey | Management | For | Voted - For |
Elect Director Richard Emerson | Management | For | Voted - Withheld |
Elect Director Kerry Murphy Healey | Management | For | Voted - For |
263
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Mitra Hormozi | Management | For | Voted - For |
Elect Director Pamela Joyner | Management | For | Voted - For |
Elect Director Scott Kleinman | Management | For | Voted - For |
Elect Director A.B. Krongard | Management | For | Voted - For |
Elect Director Pauline Richards | Management | For | Voted - For |
Elect Director Marc Rowan | Management | For | Voted - For |
Elect Director David Simon | Management | For | Voted - For |
Elect Director Lynn Swann | Management | For | Voted - For |
Elect Director James Zelter | Management | For | Voted - For |
Meeting Date: 11-Oct-22 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
APPLE INC. | |||
Security ID: 037833100 Ticker: AAPL | |||
Meeting Date: 10-Mar-23 | |||
Elect Director James Bell | Management | For | Voted - For |
Elect Director Tim Cook | Management | For | Voted - For |
Elect Director Al Gore | Management | For | Voted - For |
Elect Director Alex Gorsky | Management | For | Voted - For |
Elect Director Andrea Jung | Management | For | Voted - For |
Elect Director Art Levinson | Management | For | Voted - For |
Elect Director Monica Lozano | Management | For | Voted - For |
Elect Director Ron Sugar | Management | For | Voted - For |
Elect Director Sue Wagner | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Voted - Against |
Report on Operations in Communist China | Shareholder | Against | Voted - Against |
Adopt a Policy Establishing an Engagement Process | |||
with Proponents to Shareholder Proposals | Shareholder | Against | Voted - Against |
Report on Median Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
Meeting Date: 15-Mar-23 | |||
Amend Proxy Access Right | Shareholder | Against | Voted - Against |
APPLIED MATERIALS, INC. | |||
Security ID: 038222105 Ticker: AMAT | |||
Meeting Date: 09-Mar-23 | |||
Elect Director Rani Borkar | Management | For | Voted - For |
Elect Director Judy Bruner | Management | For | Voted - For |
264
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Xun (Eric) Chen | Management | For | Voted - For |
Elect Director Aart J. de Geus | Management | For | Voted - For |
Elect Director Gary E. Dickerson | Management | For | Voted - For |
Elect Director Thomas J. Iannotti | Management | For | Voted - For |
Elect Director Alexander A. Karsner | Management | For | Voted - For |
Elect Director Kevin P. March | Management | For | Voted - For |
Elect Director Yvonne McGill | Management | For | Voted - For |
Elect Director Scott A. McGregor | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Improve Executive Compensation Program and Policy | Shareholder | Against | Voted - Against |
APTARGROUP, INC. | |||
Security ID: 038336103 Ticker: ATR | |||
Meeting Date: 03-May-23 | |||
Elect Director George L. Fotiades | Management | For | Voted - For |
Elect Director Candace Matthews | Management | For | Voted - For |
Elect Director B. Craig Owens | Management | For | Voted - For |
Elect Director Julie Xing | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
APTIV PLC | |||
Security ID: G6095L109 Ticker: APTV | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Kevin P. Clark | Management | For | Voted - For |
Elect Director Richard L. (Rick) Clemmer | Management | For | Voted - For |
Elect Director Nancy E. Cooper | Management | For | Voted - For |
Elect Director Joseph L. (Jay) Hooley | Management | For | Voted - For |
Elect Director Merit E. Janow | Management | For | Voted - For |
Elect Director Sean O. Mahoney | Management | For | Voted - For |
Elect Director Paul M. Meister | Management | For | Voted - For |
Elect Director Robert K. (Kelly) Ortberg | Management | For | Voted - For |
Elect Director Colin J. Parris | Management | For | Voted - For |
Elect Director Ana G. Pinczuk | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
265
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ARAMARK | |||
Security ID: 03852U106 Ticker: ARMK | |||
Meeting Date: 03-Feb-23 | |||
Elect Director Susan M. Cameron | Management | For | Voted - For |
Elect Director Greg Creed | Management | For | Voted - For |
Elect Director Bridgette P. Heller | Management | For | Voted - For |
Elect Director Paul C. Hilal | Management | For | Voted - For |
Elect Director Kenneth M. Keverian | Management | For | Voted - For |
Elect Director Karen M. King | Management | For | Voted - For |
Elect Director Patricia E. Lopez | Management | For | Voted - For |
Elect Director Stephen I. Sadove | Management | For | Voted - For |
Elect Director Kevin G. Wills | Management | For | Voted - For |
Elect Director Arthur B. Winkleblack | Management | For | Voted - For |
Elect Director John J. Zillmer | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 07-Feb-23 | |||
Approve Omnibus Stock Plan | Management | For | Voted - For |
ARCH CAPITAL GROUP LTD. | |||
Security ID: G0450A105 Ticker: ACGL | |||
Meeting Date: 04-May-23 | |||
Elect Director Francis Ebong | Management | For | Voted - For |
Elect Director Eileen Mallesch | Management | For | Voted - For |
Elect Director Louis J. Paglia | Management | For | Voted - For |
Elect Director Brian S. Posner | Management | For | Voted - For |
Elect Director John D. Vollaro | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Elect Director Matthew Dragonetti as Designated | |||
Company Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Seamus Fearon as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director H. Beau Franklin as Designated | |||
Company Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Jerome Halgan as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director James Haney as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
266
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Chris Hovey as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Pierre Jal as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Francois Morin as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director David J. Mulholland as Designated | |||
Company Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Chiara Nannini as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Maamoun Rajeh as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
Elect Director Christine Todd as Designated Company | |||
Director of Non-U.S. Subsidiaries | Management | For | Voted - For |
ARCHER-DANIELS-MIDLAND COMPANY | |||
Security ID: 039483102 Ticker: ADM | |||
Meeting Date: 04-May-23 | |||
Elect Director Michael S. Burke | Management | For | Voted - For |
Elect Director Theodore Colbert | Management | For | Voted - For |
Elect Director James C. Collins, Jr. | Management | For | Voted - For |
Elect Director Terrell K. Crews | Management | For | Voted - For |
Elect Director Ellen de Brabander | Management | For | Voted - For |
Elect Director Suzan F. Harrison | Management | For | Voted - For |
Elect Director Juan R. Luciano | Management | For | Voted - For |
Elect Director Patrick J. Moore | Management | For | Voted - For |
Elect Director Debra A. Sandler | Management | For | Voted - For |
Elect Director Lei Z. Schlitz | Management | For | Voted - For |
Elect Director Kelvin R. Westbrook | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
ARES MANAGEMENT CORPORATION | |||
Security ID: 03990B101 Ticker: ARES | |||
Meeting Date: 12-Jun-23 | |||
Elect Director Michael J. Arougheti | Management | For | Voted - Against |
Elect Director Ashish Bhutani | Management | For | Voted - For |
Elect Director Antoinette Bush | Management | For | Voted - Against |
Elect Director R. Kipp deVeer | Management | For | Voted - Against |
Elect Director Paul G. Joubert | Management | For | Voted - Against |
Elect Director David B. Kaplan | Management | For | Voted - Against |
Elect Director Michael Lynton | Management | For | Voted - Against |
267
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Eileen Naughton | Management | For | Voted - Against |
Elect Director Judy D. Olian | Management | For | Voted - Against |
Elect Director Antony P. Ressler | Management | For | Voted - Against |
Elect Director Bennett Rosenthal | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - Against |
ARISTA NETWORKS, INC. | |||
Security ID: 040413106 Ticker: ANET | |||
Meeting Date: 14-Jun-23 | |||
Elect Director Lewis Chew | Management | For | Voted - Withheld |
Elect Director Mark B. Templeton | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
ARTHUR J. GALLAGHER & CO. | |||
Security ID: 363576109 Ticker: AJG | |||
Meeting Date: 09-May-23 | |||
Elect Director Sherry S. Barrat | Management | For | Voted - For |
Elect Director William L. Bax | Management | For | Voted - For |
Elect Director Teresa H. Clarke | Management | For | Voted - For |
Elect Director D. John Coldman | Management | For | Voted - For |
Elect Director J. Patrick Gallagher, Jr. | Management | For | Voted - For |
Elect Director David S. Johnson | Management | For | Voted - For |
Elect Director Christopher C. Miskel | Management | For | Voted - For |
Elect Director Ralph J. Nicoletti | Management | For | Voted - For |
Elect Director Norman L. Rosenthal | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Limit the | |||
Personal Liability of Certain Officers | Management | For | Voted - For |
ASPEN TECHNOLOGY, INC. | |||
Security ID: 29109X106 Ticker: AZPN | |||
Meeting Date: 15-Dec-22 | |||
Elect Director Patrick M. Antkowiak | Management | For | Voted - For |
Elect Director Robert E. Beauchamp | Management | For | Voted - For |
Elect Director Thomas F. Bogan | Management | For | Voted - For |
Elect Director Karen M. Golz | Management | For | Voted - For |
268
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ram R. Krishnan | Management | For | Voted - Against |
Elect Director Antonio J. Pietri | Management | For | Voted - For |
Elect Director Arlen R. Shenkman | Management | For | Voted - For |
Elect Director Jill D. Smith | Management | For | Voted - For |
Elect Director Robert M. Whelan, Jr. | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
ASSURANT, INC. | |||
Security ID: 04621X108 Ticker: AIZ | |||
Meeting Date: 11-May-23 | |||
Elect Director Elaine D. Rosen | Management | For | Voted - For |
Elect Director Paget L. Alves | Management | For | Voted - For |
Elect Director Rajiv Basu | Management | For | Voted - For |
Elect Director J. Braxton Carter | Management | For | Voted - For |
Elect Director Juan N. Cento | Management | For | Voted - For |
Elect Director Keith W. Demmings | Management | For | Voted - For |
Elect Director Harriet Edelman | Management | For | Voted - For |
Elect Director Sari Granat | Management | For | Voted - For |
Elect Director Lawrence V. Jackson | Management | For | Voted - For |
Elect Director Debra J. Perry | Management | For | Voted - For |
Elect Director Ognjen (Ogi) Redzic | Management | For | Voted - For |
Elect Director Paul J. Reilly | Management | For | Voted - For |
Elect Director Robert W. Stein | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AT&T INC. | |||
Security ID: 00206R102 Ticker: T | |||
Meeting Date: 18-May-23 | |||
Elect Director Scott T. Ford | Management | For | Voted - For |
Elect Director Glenn H. Hutchins | Management | For | Voted - For |
Elect Director William E. Kennard | Management | For | Voted - For |
Elect Director Stephen J. Luczo | Management | For | Voted - For |
Elect Director Michael B. McCallister | Management | For | Voted - For |
Elect Director Beth E. Mooney | Management | For | Voted - For |
Elect Director Matthew K. Rose | Management | For | Voted - For |
Elect Director John T. Stankey | Management | For | Voted - For |
Elect Director Cynthia B. Taylor | Management | For | Voted - For |
Elect Director Luis A. Ubinas | Management | For | Voted - For |
269
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Commission Third Party Racial Equity Audit | Shareholder | Against | Voted - Against |
ATLASSIAN CORPORATION PLC | |||
Security ID: G06242104 Ticker: TEAM | |||
Meeting Date: 22-Aug-22 | |||
Approve Scheme of Arrangement | Management | For | Voted - For |
Meeting Date: 23-Aug-22 | |||
Approve Scheme of Arrangement | Management | For | Voted - For |
ATMOS ENERGY CORPORATION | |||
Security ID: 049560105 Ticker: ATO | |||
Meeting Date: 08-Feb-23 | |||
Elect Director John C. Ale | Management | For | Voted - For |
Elect Director J. Kevin Akers | Management | For | Voted - For |
Elect Director Kim R. Cocklin | Management | For | Voted - For |
Elect Director Kelly H. Compton | Management | For | Voted - For |
Elect Director Sean Donohue | Management | For | Voted - For |
Elect Director Rafael G. Garza | Management | For | Voted - For |
Elect Director Richard K. Gordon | Management | For | Voted - For |
Elect Director Nancy K. Quinn | Management | For | Voted - For |
Elect Director Richard A. Sampson | Management | For | Voted - For |
Elect Director Diana J. Walters | Management | For | Voted - For |
Elect Director Frank Yoho | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Meeting Date: 09-Feb-23 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
AUTODESK, INC. | |||
Security ID: 052769106 Ticker: ADSK | |||
Meeting Date: 21-Jun-23 | |||
Elect Director Andrew Anagnost | Management | For | Voted - For |
Elect Director Karen Blasing | Management | For | Voted - For |
Elect Director Reid French | Management | For | Voted - For |
270
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ayanna Howard | Management | For | Voted - For |
Elect Director Blake Irving | Management | For | Voted - For |
Elect Director Mary T. McDowell | Management | For | Voted - For |
Elect Director Stephen Milligan | Management | For | Voted - For |
Elect Director Lorrie M. Norrington | Management | For | Voted - For |
Elect Director Elizabeth (Betsy) Rafael | Management | For | Voted - For |
Elect Director Rami Rahim | Management | For | Voted - For |
Elect Director Stacy J. Smith | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AUTOLIV, INC. | |||
Security ID: 052800109 Ticker: ALV | |||
Meeting Date: 11-May-23 | |||
Elect Director Mikael Bratt | Management | For | Voted - For |
Elect Director Laurie Brlas | Management | For | Voted - For |
Elect Director Jan Carlson | Management | For | Voted - For |
Elect Director Hasse Johansson | Management | For | Voted - For |
Elect Director Leif Johansson | Management | For | Voted - For |
Elect Director Franz-Josef Kortum | Management | For | Voted - For |
Elect Director Frederic Lissalde | Management | For | Voted - For |
Elect Director Xiaozhi Liu | Management | For | Voted - For |
Elect Director Gustav Lundgren | Management | For | Voted - For |
Elect Director Martin Lundstedt | Management | For | Voted - For |
Elect Director Thaddeus J. "Ted" Senko | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young AB as Auditors | Management | For | Voted - For |
AUTOMATIC DATA PROCESSING, INC. | |||
Security ID: 053015103 Ticker: ADP | |||
Meeting Date: 09-Nov-22 | |||
Elect Director Peter Bisson | Management | For | Voted - For |
Elect Director David V. Goeckeler | Management | For | Voted - For |
Elect Director Linnie M. Haynesworth | Management | For | Voted - For |
Elect Director John P. Jones | Management | For | Voted - For |
Elect Director Francine S. Katsoudas | Management | For | Voted - For |
Elect Director Nazzic S. Keene | Management | For | Voted - For |
Elect Director Thomas J. Lynch | Management | For | Voted - For |
Elect Director Scott F. Powers | Management | For | Voted - For |
Elect Director William J. Ready | Management | For | Voted - For |
271
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Carlos A. Rodriguez | Management | For | Voted - For |
Elect Director Sandra S. Wijnberg | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
AUTOZONE, INC. | |||
Security ID: 053332102 Ticker: AZO | |||
Meeting Date: 14-Dec-22 | |||
Elect Director Michael A. George | Management | For | Voted - For |
Elect Director Linda A. Goodspeed | Management | For | Voted - For |
Elect Director Earl G. Graves, Jr. | Management | For | Voted - For |
Elect Director Enderson Guimaraes | Management | For | Voted - For |
Elect Director Brian P. Hannasch | Management | For | Voted - For |
Elect Director D. Bryan Jordan | Management | For | Voted - For |
Elect Director Gale V. King | Management | For | Voted - For |
Elect Director George R. Mrkonic, Jr. | Management | For | Voted - For |
Elect Director William C. Rhodes, III | Management | For | Voted - For |
Elect Director Jill A. Soltau | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Meeting Date: 15-Dec-22 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
AVANGRID, INC. | |||
Security ID: 05351W103 Ticker: AGR | |||
Meeting Date: 20-Jul-22 | |||
Elect Director Ignacio S. Galan | Management | For | Voted - For |
Elect Director John Baldacci | Management | For | Voted - For |
Elect Director Pedro Azagra Blazquez | Management | For | Voted - For |
Elect Director Daniel Alcain Lopez | Management | For | Voted - For |
Elect Director Maria Fatima Banez Garcia | Management | For | Voted - For |
Elect Director Robert Duffy | Management | For | Voted - For |
Elect Director Teresa Herbert | Management | For | Voted - For |
Elect Director Patricia Jacobs | Management | For | Voted - For |
Elect Director John Lahey | Management | For | Voted - For |
Elect Director Jose Angel Marra Rodriguez | Management | For | Voted - For |
Elect Director Santiago Martinez Garrido | Management | For | Voted - For |
Elect Director Jose Sainz Armada | Management | For | Voted - Against |
Elect Director Alan Solomont | Management | For | Voted - For |
Elect Director Camille Joseph Varlack | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
272
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 22-Jul-22 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AVANTOR, INC. | |||
Security ID: 05352A100 Ticker: AVTR | |||
Meeting Date: 11-May-23 | |||
Elect Director Juan Andres | Management | For | Voted - For |
Elect Director John Carethers | Management | For | Voted - For |
Elect Director Lan Kang | Management | For | Voted - For |
Elect Director Joseph Massaro | Management | For | Voted - For |
Elect Director Mala Murthy | Management | For | Voted - For |
Elect Director Jonathan Peacock | Management | For | Voted - For |
Elect Director Michael Severino | Management | For | Voted - For |
Elect Director Christi Shaw | Management | For | Voted - For |
Elect Director Michael Stubblefield | Management | For | Voted - For |
Elect Director Gregory Summe | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
AVERY DENNISON CORPORATION | |||
Security ID: 053611109 Ticker: AVY | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Bradley A. Alford | Management | For | Voted - For |
Elect Director Anthony K. Anderson | Management | For | Voted - For |
Elect Director Mitchell R. Butier | Management | For | Voted - For |
Elect Director Ken C. Hicks | Management | For | Voted - For |
Elect Director Andres A. Lopez | Management | For | Voted - For |
Elect Director Francesca Reverberi | Management | For | Voted - For |
Elect Director Patrick T. Siewert | Management | For | Voted - For |
Elect Director Julia A. Stewart | Management | For | Voted - For |
Elect Director Martha N. Sullivan | Management | For | Voted - For |
Elect Director William R. Wagner | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
273
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
AVIS BUDGET GROUP, INC. | |||
Security ID: 053774105 Ticker: CAR | |||
Meeting Date: 24-May-23 | |||
Elect Director Bernardo Hees | Management | For | Voted - For |
Elect Director Jagdeep Pahwa | Management | For | Voted - For |
Elect Director Anu Hariharan | Management | For | Voted - For |
Elect Director Lynn Krominga | Management | For | Voted - For |
Elect Director Glenn Lurie | Management | For | Voted - For |
Elect Director Karthik Sarma | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
AXON ENTERPRISE, INC. | |||
Security ID: 05464C101 Ticker: AXON | |||
Meeting Date: 31-May-23 | |||
Elect Director Adriane Brown | Management | For | Voted - For |
Elect Director Michael Garnreiter | Management | For | Voted - For |
Elect Director Mark W. Kroll | Management | For | Voted - Against |
Elect Director Matthew R. McBrady | Management | For | Voted - For |
Elect Director Hadi Partovi | Management | For | Voted - For |
Elect Director Graham Smith | Management | For | Voted - For |
Elect Director Patrick W. Smith | Management | For | Voted - For |
Elect Director Jeri Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Grant Thornton LLP as Auditors | Management | For | Voted - For |
Approve Stock Option Grants to Patrick W. Smith | Management | For | Voted - Against |
Discontinue the Development and Plans for Sale of a | |||
Remotely-operated, Non-lethal TASER Drone System | Shareholder | Against | Voted - Against |
BAKER HUGHES COMPANY | |||
Security ID: 05722G100 Ticker: BKR | |||
Meeting Date: 16-May-23 | |||
Elect Director W. Geoffrey Beattie | Management | For | Voted - For |
Elect Director Gregory D. Brenneman | Management | For | Voted - For |
Elect Director Cynthia B. Carroll | Management | For | Voted - For |
Elect Director Nelda J. Connors | Management | For | Voted - For |
Elect Director Michael R. Dumais | Management | For | Voted - For |
Elect Director Lynn L. Elsenhans | Management | For | Voted - For |
274
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director John G. Rice | Management | For | Voted - For |
Elect Director Lorenzo Simonelli | Management | For | Voted - For |
Elect Director Mohsen Sohi | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
BALL CORPORATION | |||
Security ID: 058498106 Ticker: BALL | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Cathy D. Ross | Management | For | Voted - For |
Elect Director Betty J. Sapp | Management | For | Voted - For |
Elect Director Stuart A. Taylor, II | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
BANK OF AMERICA CORPORATION | |||
Security ID: 060505104 Ticker: BAC | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Sharon L. Allen | Management | For | Voted - For |
Elect Director Jose (Joe) E. Almeida | Management | For | Voted - For |
Elect Director Frank P. Bramble, Sr. | Management | For | Voted - For |
Elect Director Pierre J.P. de Weck | Management | For | Voted - For |
Elect Director Arnold W. Donald | Management | For | Voted - For |
Elect Director Linda P. Hudson | Management | For | Voted - Against |
Elect Director Monica C. Lozano | Management | For | Voted - For |
Elect Director Brian T. Moynihan | Management | For | Voted - For |
Elect Director Lionel L. Nowell, III | Management | For | Voted - For |
Elect Director Denise L. Ramos | Management | For | Voted - For |
Elect Director Clayton S. Rose | Management | For | Voted - For |
Elect Director Michael D. White | Management | For | Voted - For |
Elect Director Thomas D. Woods | Management | For | Voted - For |
Elect Director Maria T. Zuber | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
275
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Disclose 2030 Absolute GHG Reduction Targets | |||
Associated with Lending and Underwriting | Shareholder | Against | Voted - Against |
Report on Climate Transition Plan Describing | |||
Efforts to Align Financing Activities with GHG | |||
Targets | Shareholder | Against | Voted - Against |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
Commission Third Party Racial Equity Audit | Shareholder | Against | Voted - Against |
BATH & BODY WORKS, INC. | |||
Security ID: 070830104 Ticker: BBWI | |||
Meeting Date: 08-Jun-23 | |||
Elect Director Patricia S. Bellinger | Management | For | Voted - For |
Elect Director Alessandro Bogliolo | Management | For | Voted - For |
Elect Director Gina R. Boswell | Management | For | Voted - For |
Elect Director Lucy O. Brady | Management | For | Voted - For |
Elect Director Francis A. Hondal | Management | For | Voted - For |
Elect Director Thomas J. Kuhn | Management | For | Voted - For |
Elect Director Danielle M. Lee | Management | For | Voted - For |
Elect Director Michael G. Morris | Management | For | Voted - For |
Elect Director Sarah E. Nash | Management | For | Voted - For |
Elect Director Juan Rajlin | Management | For | Voted - For |
Elect Director Stephen D. Steinour | Management | For | Voted - For |
Elect Director J.K. Symancyk | Management | For | Voted - For |
Elect Director Steven E. Voskuil | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
BAXTER INTERNATIONAL INC. | |||
Security ID: 071813109 Ticker: BAX | |||
Meeting Date: 02-May-23 | |||
Elect Director Jose (Joe) E. Almeida | Management | For | Voted - For |
Elect Director Michael F. Mahoney | Management | For | Voted - For |
Elect Director Patricia B. Morrison | Management | For | Voted - For |
Elect Director Stephen N. Oesterle | Management | For | Voted - For |
Elect Director Nancy M. Schlichting | Management | For | Voted - For |
Elect Director Brent Shafer | Management | For | Voted - For |
Elect Director Cathy R. Smith | Management | For | Voted - For |
Elect Director Amy A. Wendell | Management | For | Voted - For |
Elect Director David S. Wilkes | Management | For | Voted - For |
Elect Director Peter M. Wilver | Management | For | Voted - For |
276
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
BECTON, DICKINSON AND COMPANY | |||
Security ID: 075887109 Ticker: BDX | |||
Meeting Date: 24-Jan-23 | |||
Elect Director William M. Brown | Management | For | Voted - For |
Elect Director Catherine M. Burzik | Management | For | Voted - For |
Elect Director Carrie L. Byington | Management | For | Voted - For |
Elect Director R. Andrew Eckert | Management | For | Voted - For |
Elect Director Claire M. Fraser | Management | For | Voted - For |
Elect Director Jeffrey W. Henderson | Management | For | Voted - For |
Elect Director Christopher Jones | Management | For | Voted - For |
Elect Director Marshall O. Larsen | Management | For | Voted - For |
Elect Director Thomas E. Polen | Management | For | Voted - For |
Elect Director Timothy M. Ring | Management | For | Voted - For |
Elect Director Bertram L. Scott | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
BERKSHIRE HATHAWAY INC. | |||
Security ID: 084670702 Ticker: BRK.B | |||
Meeting Date: 06-May-23 | |||
Elect Director Warren E. Buffett | Management | For | Voted - For |
Elect Director Charles T. Munger | Management | For | Voted - For |
Elect Director Gregory E. Abel | Management | For | Voted - For |
Elect Director Howard G. Buffett | Management | For | Voted - For |
Elect Director Susan A. Buffett | Management | For | Voted - For |
Elect Director Stephen B. Burke | Management | For | Voted - Withheld |
Elect Director Kenneth I. Chenault | Management | For | Voted - Withheld |
Elect Director Christopher C. Davis | Management | For | Voted - For |
Elect Director Susan L. Decker | Management | For | Voted - Withheld |
Elect Director Charlotte Guyman | Management | For | Voted - Withheld |
Elect Director Ajit Jain | Management | For | Voted - For |
Elect Director Thomas S. Murphy, Jr. | Management | For | Voted - For |
277
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ronald L. Olson | Management | For | Voted - For |
Elect Director Wallace R. Weitz | Management | For | Voted - For |
Elect Director Meryl B. Witmer | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Report on Physical and Transitional Climate-Related | |||
Risks and Opportunities | Shareholder | Against | Voted - For |
Report on Audit Committee's Oversight on Climate | |||
Risks and Disclosures | Shareholder | Against | Voted - For |
Report If and How Company Will Measure, Disclose | |||
and Reduce GHG Emissions | Shareholder | Against | Voted - Against |
Report on Effectiveness of Diversity, Equity, and | |||
Inclusion Efforts | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Encourage Senior Management Commitment to Avoid | |||
Political Speech | Shareholder | Against | Voted - Against |
BERRY GLOBAL GROUP, INC. | |||
Security ID: 08579W103 Ticker: BERY | |||
Meeting Date: 15-Feb-23 | |||
Elect Director B. Evan Bayh | Management | For | Voted - For |
Elect Director Jonathan F. Foster | Management | For | Voted - For |
Elect Director Idalene F. Kesner | Management | For | Voted - For |
Elect Director Jill A. Rahman | Management | For | Voted - For |
Elect Director Carl J. (Rick) Rickertsen | Management | For | Voted - For |
Elect Director Thomas E. Salmon | Management | For | Voted - For |
Elect Director Chaney M. Sheffield, Jr. | Management | For | Voted - For |
Elect Director Robert A. Steele | Management | For | Voted - For |
Elect Director Stephen E. Sterrett | Management | For | Voted - For |
Elect Director Scott B. Ullem | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Meeting Date: 16-Feb-23 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
BEST BUY CO., INC. | |||
Security ID: 086516101 Ticker: BBY | |||
Meeting Date: 14-Jun-23 | |||
Elect Director Corie S. Barry | Management | For | Voted - For |
Elect Director Lisa M. Caputo | Management | For | Voted - For |
Elect Director J. Patrick Doyle | Management | For | Voted - For |
Elect Director David W. Kenny | Management | For | Voted - For |
278
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Mario J. Marte | Management | For | Voted - For |
Elect Director Karen A. McLoughlin | Management | For | Voted - For |
Elect Director Claudia F. Munce | Management | For | Voted - For |
Elect Director Richelle P. Parham | Management | For | Voted - For |
Elect Director Steven E. Rendle | Management | For | Voted - For |
Elect Director Sima D. Sistani | Management | For | Voted - For |
Elect Director Melinda D. Whittington | Management | For | Voted - For |
Elect Director Eugene A. Woods | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
BIOGEN INC. | |||
Security ID: 09062X103 Ticker: BIIB | |||
Meeting Date: 26-Jun-23 | |||
Elect Director Caroline D. Dorsa | Management | For | Voted - For |
Elect Director Maria C. Freire | Management | For | Voted - Against |
Elect Director William A. Hawkins | Management | For | Voted - Against |
Elect Director Jesus B. Mantas | Management | For | Voted - For |
Elect Director Eric K. Rowinsky | Management | For | Voted - For |
Elect Director Stephen A. Sherwin | Management | For | Voted - For |
Elect Director Christopher A. Viehbacher | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Elect Director Susan K. Langer | Management | For | Voted - For |
BIOMARIN PHARMACEUTICAL INC. | |||
Security ID: 09061G101 Ticker: BMRN | |||
Meeting Date: 23-May-23 | |||
Elect Director Mark J. Alles | Management | For | Voted - For |
Elect Director Elizabeth McKee Anderson | Management | For | Voted - For |
Elect Director Jean-Jacques Bienaime | Management | For | Voted - For |
Elect Director Willard Dere | Management | For | Voted - For |
Elect Director Elaine J. Heron | Management | For | Voted - For |
Elect Director Maykin Ho | Management | For | Voted - For |
Elect Director Robert J. Hombach | Management | For | Voted - For |
Elect Director V. Bryan Lawlis | Management | For | Voted - For |
Elect Director Richard A. Meier | Management | For | Voted - For |
Elect Director David E.I. Pyott | Management | For | Voted - For |
Elect Director Dennis J. Slamon | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
279
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
BIO-RAD LABORATORIES, INC. | |||
Security ID: 090572207 Ticker: BIO | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Melinda Litherland | Management | For | Voted - Against |
Elect Director Arnold A. Pinkston | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Report on Political Contributions and Expenditures | Shareholder | Against | Voted - Against |
BIO-TECHNE CORPORATION | |||
Security ID: 09073M104 Ticker: TECH | |||
Meeting Date: 27-Oct-22 | |||
Fix Number of Directors at Nine | Management | For | Voted - For |
Elect Director Robert V. Baumgartner | Management | For | Voted - For |
Elect Director Julie L. Bushman | Management | For | Voted - For |
Elect Director John L. Higgins | Management | For | Voted - For |
Elect Director Joseph D. Keegan | Management | For | Voted - For |
Elect Director Charles R. Kummeth | Management | For | Voted - For |
Elect Director Roeland Nusse | Management | For | Voted - For |
Elect Director Alpna Seth | Management | For | Voted - For |
Elect Director Randolph Steer | Management | For | Voted - For |
Elect Director Rupert Vessey | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Approve Stock Split | Management | For | Voted - For |
Ratify KPMG, LLP as Auditors | Management | For | Voted - For |
BJ'S WHOLESALE CLUB HOLDINGS, INC. | |||
Security ID: 05550J101 Ticker: BJ | |||
Meeting Date: 15-Jun-23 | |||
Elect Director Chris Baldwin | Management | For | Voted - For |
Elect Director Darryl Brown | Management | For | Voted - For |
Elect Director Bob Eddy | Management | For | Voted - For |
Elect Director Michelle Gloeckler | Management | For | Voted - For |
Elect Director Maile Naylor (nee Clark) | Management | For | Voted - For |
280
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ken Parent | Management | For | Voted - For |
Elect Director Chris Peterson | Management | For | Voted - For |
Elect Director Rob Steele | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
BLACK KNIGHT, INC. | |||
Security ID: 09215C105 Ticker: BKI | |||
Meeting Date: 21-Sep-22 | |||
Approve Merger Agreement | Management | For | Voted - For |
Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 28-Apr-23 | |||
Approve Merger Agreement | Management | For | Voted - For |
Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
Adjourn Meeting | Management | For | Voted - For |
BLACKROCK, INC. | |||
Security ID: 09247X101 Ticker: BLK | |||
Meeting Date: 24-May-23 | |||
Elect Director Bader M. Alsaad | Management | For | Voted - For |
Elect Director Pamela Daley | Management | For | Voted - For |
Elect Director Laurence D. Fink | Management | For | Voted - For |
Elect Director William E. Ford | Management | For | Voted - For |
Elect Director Fabrizio Freda | Management | For | Voted - For |
Elect Director Murry S. Gerber | Management | For | Voted - For |
Elect Director Margaret "Peggy" L. Johnson | Management | For | Voted - For |
Elect Director Robert S. Kapito | Management | For | Voted - For |
Elect Director Cheryl D. Mills | Management | For | Voted - For |
Elect Director Gordon M. Nixon | Management | For | Voted - For |
Elect Director Kristin C. Peck | Management | For | Voted - For |
Elect Director Charles H. Robbins | Management | For | Voted - For |
Elect Director Marco Antonio Slim Domit | Management | For | Voted - For |
Elect Director Hans E. Vestberg | Management | For | Voted - For |
Elect Director Susan L. Wagner | Management | For | Voted - For |
Elect Director Mark Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Third-Party Civil Rights Audit | Shareholder | Against | Voted - Against |
281
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on Ability to Engineer Decarbonization in | |||
the Real Economy | Shareholder | Against | Voted - Against |
Report on Societal Impacts of Aerospace & Defense | |||
Industry ETF | Shareholder | Against | Voted - Against |
BLOCK, INC. | |||
Security ID: 852234103 Ticker: SQ | |||
Meeting Date: 13-Jun-23 | |||
Elect Director Roelof Botha | Management | For | Voted - Withheld |
Elect Director Amy Brooks | Management | For | Voted - Withheld |
Elect Director Shawn Carter | Management | For | Voted - Withheld |
Elect Director James McKelvey | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Effectiveness of Diversity, Equity, and | |||
Inclusion Efforts | Shareholder | Against | Voted - Against |
BOOKING HOLDINGS INC. | |||
Security ID: 09857L108 Ticker: BKNG | |||
Meeting Date: 06-Jun-23 | |||
Elect Director Glenn D. Fogel | Management | For | Voted - For |
Elect Director Mirian M. Graddick-Weir | Management | For | Voted - For |
Elect Director Wei Hopeman | Management | For | Voted - For |
Elect Director Robert J. Mylod, Jr. | Management | For | Voted - For |
Elect Director Charles H. Noski | Management | For | Voted - For |
Elect Director Larry Quinlan | Management | For | Voted - For |
Elect Director Nicholas J. Read | Management | For | Voted - For |
Elect Director Thomas E. Rothman | Management | For | Voted - For |
Elect Director Sumit Singh | Management | For | Voted - For |
Elect Director Lynn Vojvodich Radakovich | Management | For | Voted - For |
Elect Director Vanessa A. Wittman | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
BOOZ ALLEN HAMILTON HOLDING CORPORATION | |||
Security ID: 099502106 Ticker: BAH | |||
Meeting Date: 27-Jul-22 | |||
Elect Director Horacio D. Rozanski | Management | For | Voted - For |
282
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Mark E. Gaumond | Management | For | Voted - For |
Elect Director Gretchen W. McClain | Management | For | Voted - For |
Elect Director Melody C. Barnes | Management | For | Voted - For |
Elect Director Ellen Jewett | Management | For | Voted - For |
Elect Director Arthur E. Johnson | Management | For | Voted - For |
Elect Director Charles O. Rossotti | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Provide Right to Call Special Meeting | Management | For | Voted - For |
Meeting Date: 28-Jul-22 | |||
Provide Right to Call a Special Meeting at a 10 | |||
Percent Ownership Threshold | Shareholder | Against | Voted - Against |
BORGWARNER INC. | |||
Security ID: 099724106 Ticker: BWA | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Sara A. Greenstein | Management | For | Voted - For |
Elect Director Michael S. Hanley | Management | For | Voted - For |
Elect Director Frederic B. Lissalde | Management | For | Voted - For |
Elect Director Shaun E. McAlmont | Management | For | Voted - For |
Elect Director Deborah D. McWhinney | Management | For | Voted - For |
Elect Director Alexis P. Michas | Management | For | Voted - For |
Elect Director Sailaja K. Shankar | Management | For | Voted - For |
Elect Director Hau N. Thai-Tang | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Report on Just Transition | Shareholder | Against | Voted - Against |
BOSTON SCIENTIFIC CORPORATION | |||
Security ID: 101137107 Ticker: BSX | |||
Meeting Date: 04-May-23 | |||
Elect Director Nelda J. Connors | Management | For | Voted - For |
Elect Director Charles J. Dockendorff | Management | For | Voted - For |
Elect Director Yoshiaki Fujimori | Management | For | Voted - For |
Elect Director Edward J. Ludwig | Management | For | Voted - For |
Elect Director Michael F. Mahoney | Management | For | Voted - For |
Elect Director David J. Roux | Management | For | Voted - For |
283
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director John E. Sununu | Management | For | Voted - For |
Elect Director David S. Wichmann | Management | For | Voted - For |
Elect Director Ellen M. Zane | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
BRISTOL-MYERS SQUIBB COMPANY | |||
Security ID: 110122108 Ticker: BMY | |||
Meeting Date: 02-May-23 | |||
Elect Director Peter J. Arduini | Management | For | Voted - For |
Elect Director Deepak L. Bhatt | Management | For | Voted - For |
Elect Director Giovanni Caforio | Management | For | Voted - For |
Elect Director Julia A. Haller | Management | For | Voted - For |
Elect Director Manuel Hidalgo Medina | Management | For | Voted - For |
Elect Director Paula A. Price | Management | For | Voted - For |
Elect Director Derica W. Rice | Management | For | Voted - For |
Elect Director Theodore R. Samuels | Management | For | Voted - For |
Elect Director Gerald L. Storch | Management | For | Voted - For |
Elect Director Karen H. Vousden | Management | For | Voted - For |
Elect Director Phyllis R. Yale | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Commission a Civil Rights and Non-Discrimination | |||
Audit | Shareholder | Against | Voted - Against |
Amend Right to Call Special Meeting | Shareholder | Against | Voted - Against |
BROADCOM INC. | |||
Security ID: 11135F101 Ticker: AVGO | |||
Meeting Date: 03-Apr-23 | |||
Elect Director Diane M. Bryant | Management | For | Voted - For |
Elect Director Gayla J. Delly | Management | For | Voted - For |
Elect Director Raul J. Fernandez | Management | For | Voted - For |
Elect Director Eddy W. Hartenstein | Management | For | Voted - For |
Elect Director Check Kian Low | Management | For | Voted - For |
Elect Director Justine F. Page | Management | For | Voted - For |
Elect Director Henry Samueli | Management | For | Voted - For |
Elect Director Hock E. Tan | Management | For | Voted - For |
Elect Director Harry L. You | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
284
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Amend Omnibus Stock Plan | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
BROADRIDGE FINANCIAL SOLUTIONS, INC. | |||
Security ID: 11133T103 Ticker: BR | |||
Meeting Date: 10-Nov-22 | |||
Elect Director Leslie A. Brun | Management | For | Voted - For |
Elect Director Pamela L. Carter | Management | For | Voted - For |
Elect Director Richard J. Daly | Management | For | Voted - For |
Elect Director Robert N. Duelks | Management | For | Voted - For |
Elect Director Melvin L. Flowers | Management | For | Voted - For |
Elect Director Timothy C. Gokey | Management | For | Voted - For |
Elect Director Brett A. Keller | Management | For | Voted - For |
Elect Director Maura A. Markus | Management | For | Voted - For |
Elect Director Eileen K. Murray | Management | For | Voted - For |
Elect Director Annette L. Nazareth | Management | For | Voted - For |
Elect Director Thomas J. Perna | Management | For | Voted - For |
Elect Director Amit K. Zavery | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 15-Nov-22 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
BROWN & BROWN, INC. | |||
Security ID: 115236101 Ticker: BRO | |||
Meeting Date: 03-May-23 | |||
Elect Director J. Hyatt Brown | Management | For | Voted - For |
Elect Director J. Powell Brown | Management | For | Voted - For |
Elect Director Lawrence L. Gellerstedt, III | Management | For | Voted - For |
Elect Director James C. Hays | Management | For | Voted - For |
Elect Director Theodore J. Hoepner | Management | For | Voted - For |
Elect Director James S. Hunt | Management | For | Voted - For |
Elect Director Toni Jennings | Management | For | Voted - For |
Elect Director Timothy R.M. Main | Management | For | Voted - For |
Elect Director Jaymin B. Patel | Management | For | Voted - For |
Elect Director H. Palmer Proctor, Jr. | Management | For | Voted - For |
Elect Director Wendell S. Reilly | Management | For | Voted - For |
Elect Director Chilton D. Varner | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
285
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
BROWN-FORMAN CORPORATION | |||
Security ID: 115637209 Ticker: BF.B | |||
Meeting Date: 28-Jul-22 | |||
Elect Director Campbell P. Brown | Management | For | Voted - Against |
Elect Director Stuart R. Brown | Management | For | Voted - Against |
Elect Director John D. Cook | Management | For | Voted - Against |
Elect Director Marshall B. Farrer | Management | For | Voted - Against |
Elect Director Augusta Brown Holland | Management | For | Voted - Against |
Elect Director Michael J. Roney | Management | For | Voted - Against |
Elect Director Jan E. Singer | Management | For | Voted - For |
Elect Director Tracy L. Skeans | Management | For | Voted - Against |
Elect Director Michael A. Todman | Management | For | Voted - For |
Elect Director Lawson E. Whiting | Management | For | Voted - Against |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
BRUKER CORPORATION | |||
Security ID: 116794108 Ticker: BRKR | |||
Meeting Date: 07-Jun-23 | |||
Elect Director Cynthia M. Friend | Management | For | Voted - For |
Elect Director Philip Ma | Management | For | Voted - For |
Elect Director Hermann F. Requardt | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
BUILDERS FIRSTSOURCE, INC. | |||
Security ID: 12008R107 Ticker: BLDR | |||
Meeting Date: 14-Jun-23 | |||
Elect Director Paul S. Levy | Management | For | Voted - For |
Elect Director Cory J. Boydston | Management | For | Voted - For |
Elect Director James O'Leary | Management | For | Voted - For |
Elect Director Craig A. Steinke | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Adopt Short, Medium, and Long-Term GHG Emissions | |||
Reduction Targets | Shareholder | Against | Voted - Against |
286
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
BUNGE LIMITED | |||
Security ID: G16962105 Ticker: BG | |||
Meeting Date: 11-May-23 | |||
Elect Director Eliane Aleixo Lustosa de Andrade | Management | For | Voted - For |
Elect Director Sheila Bair | Management | For | Voted - For |
Elect Director Carol Browner | Management | For | Voted - For |
Elect Director Gregory Heckman | Management | For | Voted - For |
Elect Director Bernardo Hees | Management | For | Voted - For |
Elect Director Michael Kobori | Management | For | Voted - For |
Elect Director Monica McGurk | Management | For | Voted - For |
Elect Director Kenneth Simril | Management | For | Voted - For |
Elect Director Henry "Jay" Winship | Management | For | Voted - For |
Elect Director Mark Zenuk | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Deloitte & Touche LLP as Auditors and | |||
Authorize Board to Fix Their Remuneration | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
C.H. ROBINSON WORLDWIDE, INC. | |||
Security ID: 12541W209 Ticker: CHRW | |||
Meeting Date: 04-May-23 | |||
Elect Director Scott P. Anderson | Management | For | Voted - For |
Elect Director James J. Barber, Jr. | Management | For | Voted - For |
Elect Director Kermit R. Crawford | Management | For | Voted - For |
Elect Director Timothy C. Gokey | Management | For | Voted - For |
Elect Director Mark A. Goodburn | Management | For | Voted - For |
Elect Director Mary J. Steele Guilfoile | Management | For | Voted - For |
Elect Director Jodee A. Kozlak | Management | For | Voted - For |
Elect Director Henry J. Maier | Management | For | Voted - For |
Elect Director James B. Stake | Management | For | Voted - For |
Elect Director Paula C. Tolliver | Management | For | Voted - For |
Elect Director Henry W. 'Jay' Winship | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
287
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CADENCE DESIGN SYSTEMS, INC. | |||
Security ID: 127387108 Ticker: CDNS | |||
Meeting Date: 04-May-23 | |||
Elect Director Mark W. Adams | Management | For | Voted - For |
Elect Director Ita Brennan | Management | For | Voted - For |
Elect Director Lewis Chew | Management | For | Voted - For |
Elect Director Anirudh Devgan | Management | For | Voted - For |
Elect Director ML Krakauer | Management | For | Voted - Against |
Elect Director Julia Liuson | Management | For | Voted - For |
Elect Director James D. Plummer | Management | For | Voted - For |
Elect Director Alberto Sangiovanni-Vincentelli | Management | For | Voted - For |
Elect Director John B. Shoven | Management | For | Voted - For |
Elect Director Young K. Sohn | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Remove One-Year Holding Period Requirement to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
CAESARS ENTERTAINMENT, INC. | |||
Security ID: 12769G100 Ticker: CZR | |||
Meeting Date: 13-Jun-23 | |||
Elect Director Gary L. Carano | Management | For | Voted - For |
Elect Director Bonnie S. Biumi | Management | For | Voted - For |
Elect Director Jan Jones Blackhurst | Management | For | Voted - For |
Elect Director Frank J. Fahrenkopf | Management | For | Voted - For |
Elect Director Don R. Kornstein | Management | For | Voted - For |
Elect Director Courtney R. Mather | Management | For | Voted - For |
Elect Director Michael E. Pegram | Management | For | Voted - For |
Elect Director Thomas R. Reeg | Management | For | Voted - For |
Elect Director David P. Tomick | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Amend Certificate of Incorporation to Limit the | |||
Liability of Certain Officers | Management | For | Voted - For |
Report on Political Contributions and Expenditures | Shareholder | Against | Voted - Against |
Disclose Board Skills and Diversity Matrix | Shareholder | Against | Voted - Against |
288
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CAMPBELL SOUP COMPANY | |||
Security ID: 134429109 Ticker: CPB | |||
Meeting Date: 30-Nov-22 | |||
Elect Director Fabiola R. Arredondo | Management | For | Voted - For |
Elect Director Howard M. Averill | Management | For | Voted - For |
Elect Director John P. (JP) Bilbrey | Management | For | Voted - For |
Elect Director Mark A. Clouse | Management | For | Voted - For |
Elect Director Bennett Dorrance, Jr. | Management | For | Voted - For |
Elect Director Maria Teresa (Tessa) Hilado | Management | For | Voted - For |
Elect Director Grant H. Hill | Management | For | Voted - For |
Elect Director Sarah Hofstetter | Management | For | Voted - For |
Elect Director Marc B. Lautenbach | Management | For | Voted - For |
Elect Director Mary Alice Dorrance Malone | Management | For | Voted - For |
Elect Director Keith R. McLoughlin | Management | For | Voted - For |
Elect Director Kurt T. Schmidt | Management | For | Voted - For |
Elect Director Archbold D. van Beuren | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Report on Supply Chain Practices | Shareholder | Against | Voted - Against |
Meeting Date: 01-Dec-22 | |||
Assess and Report on the Company's Retirement | |||
Funds' Management of Systemic Climate Risk | Shareholder | Against | Voted - Against |
CAPITAL ONE FINANCIAL CORPORATION | |||
Security ID: 14040H105 Ticker: COF | |||
Meeting Date: 04-May-23 | |||
Elect Director Richard D. Fairbank | Management | For | Voted - For |
Elect Director Ime Archibong | Management | For | Voted - For |
Elect Director Christine Detrick | Management | For | Voted - For |
Elect Director Ann Fritz Hackett | Management | For | Voted - For |
Elect Director Peter Thomas Killalea | Management | For | Voted - For |
Elect Director Cornelis "Eli" Leenaars | Management | For | Voted - For |
Elect Director Francois Locoh-Donou | Management | For | Voted - For |
Elect Director Peter E. Raskind | Management | For | Voted - For |
Elect Director Eileen Serra | Management | For | Voted - For |
Elect Director Mayo A. Shattuck, III | Management | For | Voted - For |
Elect Director Bradford H. Warner | Management | For | Voted - For |
Elect Director Craig Anthony Williams | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
289
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Report on Board Oversight of Risks Related to | |||
Discrimination | Shareholder | Against | Voted - Against |
Disclose Board Skills and Diversity Matrix | Shareholder | Against | Voted - Against |
CARDINAL HEALTH, INC. | |||
Security ID: 14149Y108 Ticker: CAH | |||
Meeting Date: 09-Nov-22 | |||
Elect Director Steven K. Barg | Management | For | Voted - For |
Elect Director Michelle M. Brennan | Management | For | Voted - For |
Elect Director Sujatha Chandrasekaran | Management | For | Voted - For |
Elect Director Carrie S. Cox | Management | For | Voted - For |
Elect Director Bruce L. Downey | Management | For | Voted - For |
Elect Director Sheri H. Edison | Management | For | Voted - For |
Elect Director David C. Evans | Management | For | Voted - For |
Elect Director Patricia A. Hemingway Hall | Management | For | Voted - For |
Elect Director Jason M. Hollar | Management | For | Voted - For |
Elect Director Akhil Johri | Management | For | Voted - For |
Elect Director Gregory B. Kenny | Management | For | Voted - For |
Elect Director Nancy Killefer | Management | For | Voted - For |
Elect Director Christine A. Mundkur | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
CARLISLE COMPANIES INCORPORATED | |||
Security ID: 142339100 Ticker: CSL | |||
Meeting Date: 03-May-23 | |||
Elect Director Robert G. Bohn | Management | For | Voted - For |
Elect Director Gregg A. Ostrander | Management | For | Voted - For |
Elect Director Jesse G. Singh | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
290
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CARMAX, INC. | |||
Security ID: 143130102 Ticker: KMX | |||
Meeting Date: 27-Jun-23 | |||
Elect Director Peter J. Bensen | Management | For | Voted - For |
Elect Director Ronald E. Blaylock | Management | For | Voted - For |
Elect Director Sona Chawla | Management | For | Voted - For |
Elect Director Thomas J. Folliard | Management | For | Voted - For |
Elect Director Shira Goodman | Management | For | Voted - For |
Elect Director David W. McCreight | Management | For | Voted - For |
Elect Director William D. Nash | Management | For | Voted - For |
Elect Director Mark F. O'Neil | Management | For | Voted - For |
Elect Director Pietro Satriano | Management | For | Voted - For |
Elect Director Marcella Shinder | Management | For | Voted - For |
Elect Director Mitchell D. Steenrod | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
CARNIVAL CORPORATION | |||
Security ID: 143658300 Ticker: CCL | |||
Meeting Date: 21-Apr-23 | |||
Re-elect Micky Arison as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Re-elect Jonathon Band as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Re-elect Jason Glen Cahilly as a Director of | |||
Carnival Corporation and as a Director of Carnival | |||
plc Management | For | Do Not Vote | |
Re-elect Helen Deeble as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Re-elect Jeffrey J. Gearhart as a Director of | |||
Carnival Corporation and as a Director of Carnival | |||
plc Management | For | Do Not Vote | |
Re-elect Katie Lahey as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Elect Sara Mathew as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Re-elect Stuart Subotnick as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Re-elect Laura Weil as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
Elect Josh Weinstein as a Director of Carnival | |||
Corporation and as a Director of Carnival plc | Management | For | Do Not Vote |
291
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Re-elect Randall Weisenburger as a Director of | |||
Carnival Corporation and as a Director of Carnival | |||
plc Management | For | Do Not Vote | |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Do Not Vote |
Advisory Vote on Say on Pay Frequency | Management | For | Do Not Vote |
Approve Directors' Remuneration Report (in | |||
Accordance with Legal Requirements Applicable to UK | |||
Companies) | Management | For | Do Not Vote |
Approve Remuneration Policy | Management | For | Do Not Vote |
Reappoint PricewaterhouseCoopers LLP as Independent | |||
Auditors of Carnival plc; Ratify the Selection of | |||
the U.S. Firm of PricewaterhouseCoopers LLP as the | |||
Independent Registered Public Accounting Firm of | |||
Carnival Corporation | Management | For | Do Not Vote |
Authorize Board to Fix Remuneration of Auditors | Management | For | Do Not Vote |
Receive the Accounts and Reports of the Directors | |||
and Auditors of Carnival plc for the Year Ended | |||
November 30, 2022 (in Accordance with Legal | |||
Requirements Applicable to UK Companies) | Management | For | Do Not Vote |
Approve Issuance of Equity | Management | For | Do Not Vote |
Approve Issuance of Equity or Equity-Linked | |||
Securities without Preemptive Rights | Management | For | Do Not Vote |
Authorize Share Repurchase Program | Management | For | Do Not Vote |
Amend Omnibus Stock Plan | Management | For | Do Not Vote |
CARRIER GLOBAL CORPORATION | |||
Security ID: 14448C104 Ticker: CARR | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Jean-Pierre Garnier | Management | For | Voted - For |
Elect Director David L. Gitlin | Management | For | Voted - For |
Elect Director John J. Greisch | Management | For | Voted - For |
Elect Director Charles M. Holley, Jr. | Management | For | Voted - For |
Elect Director Michael M. McNamara | Management | For | Voted - For |
Elect Director Susan N. Story | Management | For | Voted - For |
Elect Director Michael A. Todman | Management | For | Voted - For |
Elect Director Virginia M. Wilson | Management | For | Voted - For |
Elect Director Beth A. Wozniak | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chairman | Shareholder | Against | Voted - Against |
292
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CATALENT, INC. | |||
Security ID: 148806102 Ticker: CTLT | |||
Meeting Date: 27-Oct-22 | |||
Elect Director Madhavan "Madhu" Balachandran | Management | For | Voted - For |
Elect Director Michael J. Barber | Management | For | Voted - For |
Elect Director J. Martin Carroll | Management | For | Voted - For |
Elect Director John Chiminski | Management | For | Voted - For |
Elect Director Rolf Classon | Management | For | Voted - For |
Elect Director Rosemary A. Crane | Management | For | Voted - For |
Elect Director Karen Flynn | Management | For | Voted - For |
Elect Director John J. Greisch | Management | For | Voted - For |
Elect Director Christa Kreuzburg | Management | For | Voted - For |
Elect Director Gregory T. Lucier | Management | For | Voted - For |
Elect Director Donald E. Morel, Jr. | Management | For | Voted - For |
Elect Director Alessandro Maselli | Management | For | Voted - For |
Elect Director Jack Stahl | Management | For | Voted - For |
Elect Director Peter Zippelius | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Meeting Date: 31-Oct-22 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
CATERPILLAR INC. | |||
Security ID: 149123101 Ticker: CAT | |||
Meeting Date: 14-Jun-23 | |||
Elect Director Kelly A. Ayotte | Management | For | Voted - For |
Elect Director David L. Calhoun | Management | For | Voted - For |
Elect Director Daniel M. Dickinson | Management | For | Voted - For |
Elect Director James C. Fish, Jr. | Management | For | Voted - For |
Elect Director Gerald Johnson | Management | For | Voted - For |
Elect Director David W. MacLennan | Management | For | Voted - For |
Elect Director Judith F. Marks | Management | For | Voted - For |
Elect Director Debra L. Reed-Klages | Management | For | Voted - For |
Elect Director Susan C. Schwab | Management | For | Voted - For |
Elect Director D. James Umpleby, III | Management | For | Voted - For |
Elect Director Rayford Wilkins, Jr. | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
293
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Due Diligence Process of Doing Business | |||
in Conflict Affected Areas | Shareholder | Against | Voted - Against |
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Voted - Against |
CBOE GLOBAL MARKETS, INC. | |||
Security ID: 12503M108 Ticker: CBOE | |||
Meeting Date: 11-May-23 | |||
Elect Director Edward T. Tilly | Management | For | Voted - For |
Elect Director William M. Farrow, III | Management | For | Voted - For |
Elect Director Edward J. Fitzpatrick | Management | For | Voted - For |
Elect Director Ivan K. Fong | Management | For | Voted - For |
Elect Director Janet P. Froetscher | Management | For | Voted - For |
Elect Director Jill R. Goodman | Management | For | Voted - For |
Elect Director Alexander J. Matturri, Jr. | Management | For | Voted - For |
Elect Director Jennifer J. McPeek | Management | For | Voted - For |
Elect Director Roderick A. Palmore | Management | For | Voted - For |
Elect Director James E. Parisi | Management | For | Voted - For |
Elect Director Joseph P. Ratterman | Management | For | Voted - For |
Elect Director Fredric J. Tomczyk | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
CBRE GROUP, INC. | |||
Security ID: 12504L109 Ticker: CBRE | |||
Meeting Date: 17-May-23 | |||
Elect Director Brandon B. Boze | Management | For | Voted - For |
Elect Director Beth F. Cobert | Management | For | Voted - For |
Elect Director Reginald H. Gilyard | Management | For | Voted - For |
Elect Director Shira D. Goodman | Management | For | Voted - For |
Elect Director E.M. Blake Hutcheson | Management | For | Voted - For |
Elect Director Christopher T. Jenny | Management | For | Voted - For |
Elect Director Gerardo I. Lopez | Management | For | Voted - For |
Elect Director Susan Meaney | Management | For | Voted - For |
Elect Director Oscar Munoz | Management | For | Voted - For |
Elect Director Robert E. Sulentic | Management | For | Voted - For |
Elect Director Sanjiv Yajnik | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
294
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CDW CORPORATION | |||
Security ID: 12514G108 Ticker: CDW | |||
Meeting Date: 18-May-23 | |||
Elect Director Virginia C. Addicott | Management | For | Voted - For |
Elect Director James A. Bell | Management | For | Voted - For |
Elect Director Lynda M. Clarizio | Management | For | Voted - For |
Elect Director Anthony R. Foxx | Management | For | Voted - For |
Elect Director Marc E. Jones | Management | For | Voted - For |
Elect Director Christine A. Leahy | Management | For | Voted - For |
Elect Director Sanjay Mehrotra | Management | For | Voted - For |
Elect Director David W. Nelms | Management | For | Voted - For |
Elect Director Joseph R. Swedish | Management | For | Voted - For |
Elect Director Donna F. Zarcone | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Provide Right to Call Special Meeting | Management | For | Voted - For |
Amend Certificate of Incorporation to Reflect New | |||
Delaware Law Provisions Regarding Officer | |||
Exculpation | Management | For | Voted - For |
CELANESE CORPORATION | |||
Security ID: 150870103 Ticker: CE | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Jean S. Blackwell | Management | For | Voted - For |
Elect Director William M. Brown | Management | For | Voted - For |
Elect Director Edward G. Galante | Management | For | Voted - For |
Elect Director Kathryn M. Hill | Management | For | Voted - For |
Elect Director David F. Hoffmeister | Management | For | Voted - For |
Elect Director Jay V. Ihlenfeld | Management | For | Voted - For |
Elect Director Deborah J. Kissire | Management | For | Voted - For |
Elect Director Michael Koenig | Management | For | Voted - For |
Elect Director Kim K.W. Rucker | Management | For | Voted - For |
Elect Director Lori J. Ryerkerk | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
295
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CENTENE CORPORATION | |||
Security ID: 15135B101 Ticker: CNC | |||
Meeting Date: 27-Sep-22 | |||
Declassify the Board of Directors | Management | For | Voted - For |
Provide Right to Call Special Meeting | Management | For | Voted - For |
Provide Right to Act by Written Consent | Management | For | Voted - For |
Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 10-May-23 | |||
Elect Director Jessica L. Blume | Management | For | Voted - For |
Elect Director Kenneth A. Burdick | Management | For | Voted - For |
Elect Director Christopher J. Coughlin | Management | For | Voted - For |
Elect Director H. James Dallas | Management | For | Voted - For |
Elect Director Wayne S. DeVeydt | Management | For | Voted - For |
Elect Director Frederick H. Eppinger | Management | For | Voted - For |
Elect Director Monte E. Ford | Management | For | Voted - For |
Elect Director Sarah M. London | Management | For | Voted - For |
Elect Director Lori J. Robinson | Management | For | Voted - Against |
Elect Director Theodore R. Samuels | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
Report on Maternal Morbidity Reduction Metrics in | |||
Executive Compensation | Shareholder | Against | Voted - Against |
CENTERPOINT ENERGY, INC. | |||
Security ID: 15189T107 Ticker: CNP | |||
Meeting Date: 21-Apr-23 | |||
Elect Director Wendy Montoya Cloonan | Management | For | Voted - Against |
Elect Director Earl M. Cummings | Management | For | Voted - Against |
Elect Director Christopher H. Franklin | Management | For | Voted - For |
Elect Director David J. Lesar | Management | For | Voted - For |
Elect Director Raquelle W. Lewis | Management | For | Voted - Against |
Elect Director Martin H. Nesbitt | Management | For | Voted - For |
Elect Director Theodore F. Pound | Management | For | Voted - Against |
Elect Director Phillip R. Smith | Management | For | Voted - For |
Elect Director Barry T. Smitherman | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
296
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Disclose Scope 3 Emissions and Setting Scope 3 | |||
Emission Targets | Shareholder | Against | Voted - Against |
CERIDIAN HCM HOLDING INC. | |||
Security ID: 15677J108 Ticker: CDAY | |||
Meeting Date: 28-Apr-23 | |||
Elect Director Brent B. Bickett | Management | For | Voted - For |
Elect Director Ronald F. Clarke | Management | For | Voted - For |
Elect Director Ganesh B. Rao | Management | For | Voted - For |
Elect Director Leagh E. Turner | Management | For | Voted - For |
Elect Director Deborah A. Farrington | Management | For | Voted - For |
Elect Director Thomas M. Hagerty | Management | For | Voted - For |
Elect Director Linda P. Mantia | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
CF INDUSTRIES HOLDINGS, INC. | |||
Security ID: 125269100 Ticker: CF | |||
Meeting Date: 03-May-23 | |||
Elect Director Javed Ahmed | Management | For | Voted - For |
Elect Director Robert C. Arzbaecher | Management | For | Voted - For |
Elect Director Deborah L. DeHaas | Management | For | Voted - For |
Elect Director John W. Eaves | Management | For | Voted - For |
Elect Director Stephen J. Hagge | Management | For | Voted - Against |
Elect Director Jesus Madrazo Yris | Management | For | Voted - For |
Elect Director Anne P. Noonan | Management | For | Voted - For |
Elect Director Michael J. Toelle | Management | For | Voted - For |
Elect Director Theresa E. Wagler | Management | For | Voted - For |
Elect Director Celso L. White | Management | For | Voted - For |
Elect Director W. Anthony Will | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Limit the | |||
Liability of Certain Officers | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
297
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | |||
Security ID: 159864107 Ticker: CRL | |||
Meeting Date: 09-May-23 | |||
Elect Director James C. Foster | Management | For | Voted - For |
Elect Director Nancy C. Andrews | Management | For | Voted - For |
Elect Director Robert Bertolini | Management | For | Voted - For |
Elect Director Deborah T. Kochevar | Management | For | Voted - Against |
Elect Director George Llado, Sr. | Management | For | Voted - Against |
Elect Director Martin W. Mackay | Management | For | Voted - For |
Elect Director George E. Massaro | Management | For | Voted - Against |
Elect Director C. Richard Reese | Management | For | Voted - Against |
Elect Director Craig B. Thompson | Management | For | Voted - For |
Elect Director Richard F. Wallman | Management | For | Voted - Against |
Elect Director Virginia M. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Non-human Primates Imported by the Company | Shareholder | Against | Voted - Against |
CHARTER COMMUNICATIONS, INC. | |||
Security ID: 16119P108 Ticker: CHTR | |||
Meeting Date: 25-Apr-23 | |||
Elect Director W. Lance Conn | Management | For | Voted - Against |
Elect Director Kim C. Goodman | Management | For | Voted - For |
Elect Director Craig A. Jacobson | Management | For | Voted - For |
Elect Director Gregory B. Maffei | Management | For | Voted - Against |
Elect Director John D. Markley, Jr. | Management | For | Voted - For |
Elect Director David C. Merritt | Management | For | Voted - For |
Elect Director James E. Meyer | Management | For | Voted - For |
Elect Director Steven A. Miron | Management | For | Voted - Against |
Elect Director Balan Nair | Management | For | Voted - For |
Elect Director Michael A. Newhouse | Management | For | Voted - For |
Elect Director Mauricio Ramos | Management | For | Voted - Against |
Elect Director Thomas M. Rutledge | Management | For | Voted - For |
Elect Director Eric L. Zinterhofer | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
298
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CHENIERE ENERGY, INC. | |||
Security ID: 16411R208 Ticker: LNG | |||
Meeting Date: 11-May-23 | |||
Elect Director G. Andrea Botta | Management | For | Voted - For |
Elect Director Jack A. Fusco | Management | For | Voted - For |
Elect Director Patricia K. Collawn | Management | For | Voted - For |
Elect Director Brian E. Edwards | Management | For | Voted - For |
Elect Director Denise Gray | Management | For | Voted - For |
Elect Director Lorraine Mitchelmore | Management | For | Voted - For |
Elect Director Donald F. Robillard, Jr. | Management | For | Voted - For |
Elect Director Matthew Runkle | Management | For | Voted - For |
Elect Director Neal A. Shear | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Report on Stranded Carbon Asset Risk | Shareholder | Against | Voted - Against |
CHESAPEAKE ENERGY CORPORATION | |||
Security ID: 165167735 Ticker: CHK | |||
Meeting Date: 08-Jun-23 | |||
Elect Director Domenic J. ("Nick") Dell'Osso, Jr. | Management | For | Voted - For |
Elect Director Timothy S. Duncan | Management | For | Voted - For |
Elect Director Benjamin C. Duster, IV | Management | For | Voted - For |
Elect Director Sarah A. Emerson | Management | For | Voted - For |
Elect Director Matthew M. Gallagher | Management | For | Voted - For |
Elect Director Brian Steck | Management | For | Voted - For |
Elect Director Michael A. Wichterich | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
CHEVRON CORPORATION | |||
Security ID: 166764100 Ticker: CVX | |||
Meeting Date: 31-May-23 | |||
Elect Director Wanda M. Austin | Management | For | Voted - For |
Elect Director John B. Frank | Management | For | Voted - For |
Elect Director Alice P. Gast | Management | For | Voted - For |
Elect Director Enrique Hernandez, Jr. | Management | For | Voted - For |
Elect Director Marillyn A. Hewson | Management | For | Voted - For |
Elect Director Jon M. Huntsman, Jr. | Management | For | Voted - For |
299
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Charles W. Moorman | Management | For | Voted - For |
Elect Director Dambisa F. Moyo | Management | For | Voted - For |
Elect Director Debra Reed-Klages | Management | For | Voted - For |
Elect Director D. James Umpleby, III | Management | For | Voted - For |
Elect Director Cynthia J. Warner | Management | For | Voted - For |
Elect Director Michael K. (Mike) Wirth | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Voted - Against |
Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Voted - Against |
Recalculate GHG Emissions Baseline to Exclude | |||
Emissions from Material Divestitures | Shareholder | Against | Voted - Against |
Establish Board Committee on Decarbonization Risk | Shareholder | Against | Voted - Against |
Report on Social Impact From Plant Closure or | |||
Energy Transition | Shareholder | Against | Voted - Against |
Oversee and Report a Racial Equity Audit | Shareholder | Against | Voted - Against |
Publish a Tax Transparency Report | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
CHEWY, INC. | |||
Security ID: 16679L109 Ticker: CHWY | |||
Meeting Date: 14-Jul-22 | |||
Elect Director James Kim | Management | For | Voted - Withheld |
Elect Director David Leland | Management | For | Voted - Withheld |
Elect Director Lisa Sibenac | Management | For | Voted - Withheld |
Elect Director Sumit Singh | Management | For | Voted - Withheld |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Meeting Date: 19-Jul-22 | |||
Approve Omnibus Stock Plan | Management | For | Voted - Against |
CHIPOTLE MEXICAN GRILL, INC. | |||
Security ID: 169656105 Ticker: CMG | |||
Meeting Date: 25-May-23 | |||
Elect Director Albert S. Baldocchi | Management | For | Voted - For |
Elect Director Matthew A. Carey | Management | For | Voted - For |
Elect Director Gregg L. Engles | Management | For | Voted - For |
Elect Director Patricia Fili-Krushel | Management | For | Voted - For |
Elect Director Mauricio Gutierrez | Management | For | Voted - For |
Elect Director Robin Hickenlooper | Management | For | Voted - For |
300
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Scott Maw | Management | For | Voted - For |
Elect Director Brian Niccol | Management | For | Voted - For |
Elect Director Mary Winston | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Adopt Policy to Not Interfere with Freedom of | |||
Association Rights | Shareholder | Against | Voted - Against |
CHUBB LIMITED | |||
Security ID: H1467J104 Ticker: CB | |||
Meeting Date: 17-May-23 | |||
Accept Financial Statements and Statutory Reports | Management | For | Voted - For |
Allocate Disposable Profit | Management | For | Voted - For |
Approve Dividend Distribution From Legal Reserves | |||
Through Capital Contributions Reserve Subaccount | Management | For | Voted - For |
Approve Discharge of Board of Directors | Management | For | Voted - For |
Ratify PricewaterhouseCoopers AG (Zurich) as | |||
Statutory Auditor | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP (United States) | |||
as Independent Registered Accounting Firm | Management | For | Voted - For |
Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | Voted - For |
Elect Director Evan G. Greenberg | Management | For | Voted - For |
Elect Director Michael P. Connors | Management | For | Voted - For |
Elect Director Michael G. Atieh | Management | For | Voted - For |
Elect Director Kathy Bonanno | Management | For | Voted - For |
Elect Director Nancy K. Buese | Management | For | Voted - For |
Elect Director Sheila P. Burke | Management | For | Voted - For |
Elect Director Michael L. Corbat | Management | For | Voted - For |
Elect Director Robert J. Hugin | Management | For | Voted - For |
Elect Director Robert W. Scully | Management | For | Voted - For |
Elect Director Theodore E. Shasta | Management | For | Voted - For |
Elect Director David H. Sidwell | Management | For | Voted - For |
Elect Director Olivier Steimer | Management | For | Voted - For |
Elect Director Frances F. Townsend | Management | For | Voted - For |
Elect Evan G. Greenberg as Board Chairman | Management | For | Voted - Against |
Elect Michael P. Connors as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Elect David H. Sidwell as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Elect Frances F. Townsend as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Designate Homburger AG as Independent Proxy | Management | For | Voted - For |
301
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Amend Articles Relating to Swiss Corporate Law | |||
Updates | Management | For | Voted - For |
Amend Articles to Advance Notice Period | Management | For | Voted - For |
Cancel Repurchased Shares | Management | For | Voted - For |
Reduction of Par Value | Management | For | Voted - For |
Approve Remuneration of Directors in the Amount of | |||
USD 5.5 Million | Management | For | Voted - For |
Approve Remuneration of Executive Management in the | |||
Amount of USD 65 Million for Fiscal 2024 | Management | For | Voted - For |
Approve Remuneration Report | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on GHG Emissions Reduction Targets Aligned | |||
with the Paris Agreement Goal | Shareholder | Against | Voted - Against |
Report on Human Rights Risk Assessment | Shareholder | Against | Voted - Against |
CHURCH & DWIGHT CO., INC. | |||
Security ID: 171340102 Ticker: CHD | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Bradlen S. Cashaw | Management | For | Voted - For |
Elect Director Matthew T. Farrell | Management | For | Voted - For |
Elect Director Bradley C. Irwin | Management | For | Voted - For |
Elect Director Penry W. Price | Management | For | Voted - For |
Elect Director Susan G. Saideman | Management | For | Voted - For |
Elect Director Ravichandra K. Saligram | Management | For | Voted - For |
Elect Director Robert K. Shearer | Management | For | Voted - For |
Elect Director Janet S. Vergis | Management | For | Voted - For |
Elect Director Arthur B. Winkleblack | Management | For | Voted - For |
Elect Director Laurie J. Yoler | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Approve Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
CIENA CORPORATION | |||
Security ID: 171779309 Ticker: CIEN | |||
Meeting Date: 30-Mar-23 | |||
Elect Director Joanne B. Olsen | Management | For | Voted - For |
Elect Director Gary B. Smith | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
302
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Meeting Date: 31-Mar-23 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
CINCINNATI FINANCIAL CORPORATION | |||
Security ID: 172062101 Ticker: CINF | |||
Meeting Date: 06-May-23 | |||
Elect Director Thomas J. Aaron | Management | For | Voted - For |
Elect Director Nancy C. Benacci | Management | For | Voted - For |
Elect Director Linda W. Clement-Holmes | Management | For | Voted - For |
Elect Director Dirk J. Debbink | Management | For | Voted - For |
Elect Director Steven J. Johnston | Management | For | Voted - For |
Elect Director Jill P. Meyer | Management | For | Voted - For |
Elect Director David P. Osborn | Management | For | Voted - For |
Elect Director Gretchen W. Schar | Management | For | Voted - For |
Elect Director Charles O. Schiff | Management | For | Voted - For |
Elect Director Douglas S. Skidmore | Management | For | Voted - For |
Elect Director John F. Steele, Jr. | Management | For | Voted - For |
Elect Director Larry R. Webb | Management | For | Voted - For |
Amend Code of Regulations | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 08-May-23 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
CINTAS CORPORATION | |||
Security ID: 172908105 Ticker: CTAS | |||
Meeting Date: 25-Oct-22 | |||
Elect Director Gerald S. Adolph | Management | For | Voted - For |
Elect Director John F. Barrett | Management | For | Voted - For |
Elect Director Melanie W. Barstad | Management | For | Voted - For |
Elect Director Karen L. Carnahan | Management | For | Voted - For |
Elect Director Robert E. Coletti | Management | For | Voted - For |
Elect Director Scott D. Farmer | Management | For | Voted - For |
Elect Director Joseph Scaminace | Management | For | Voted - For |
Elect Director Todd M. Schneider | Management | For | Voted - For |
Elect Director Ronald W. Tysoe | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement for | |||
Business Combinations with Interested Persons | Management | For | Voted - For |
303
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Eliminate Supermajority Vote Requirement to Remove | |||
Directors for Cause | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement for | |||
Shareholder Approval of Mergers, Share Exchanges, | |||
Asset Sales and Dissolutions | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Meeting Date: 26-Oct-22 | |||
Report on Political Contributions | Shareholder | Against | Voted - Against |
CISCO SYSTEMS, INC. | |||
Security ID: 17275R102 Ticker: CSCO | |||
Meeting Date: 08-Dec-22 | |||
Elect Director M. Michele Burns | Management | For | Voted - For |
Elect Director Wesley G. Bush | Management | For | Voted - For |
Elect Director Michael D. Capellas | Management | For | Voted - For |
Elect Director Mark Garrett | Management | For | Voted - For |
Elect Director John D. Harris, II | Management | For | Voted - For |
Elect Director Kristina M. Johnson | Management | For | Voted - For |
Elect Director Roderick C. McGeary | Management | For | Voted - For |
Elect Director Sarah Rae Murphy | Management | For | Voted - For |
Elect Director Charles H. Robbins | Management | For | Voted - For |
Elect Director Brenton L. Saunders | Management | For | Voted - For |
Elect Director Lisa T. Su | Management | For | Voted - For |
Elect Director Marianna Tessel | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Tax Transparency Set Forth in the Global | |||
Reporting Initiative's Tax Standard | Shareholder | Against | Voted - Against |
CITIGROUP INC. | |||
Security ID: 172967424 Ticker: C | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Ellen M. Costello | Management | For | Voted - For |
Elect Director Grace E. Dailey | Management | For | Voted - For |
Elect Director Barbara J. Desoer | Management | For | Voted - For |
Elect Director John C. Dugan | Management | For | Voted - For |
Elect Director Jane N. Fraser | Management | For | Voted - For |
Elect Director Duncan P. Hennes | Management | For | Voted - For |
Elect Director Peter B. Henry | Management | For | Voted - For |
Elect Director S. Leslie Ireland | Management | For | Voted - For |
Elect Director Renee J. James | Management | For | Voted - For |
304
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Gary M. Reiner | Management | For | Voted - For |
Elect Director Diana L. Taylor | Management | For | Voted - For |
Elect Director James S. Turley | Management | For | Voted - For |
Elect Director Casper W. von Koskull | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Respecting Indigenous Peoples' Rights | Shareholder | Against | Voted - Against |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
CITIZENS FINANCIAL GROUP INC. | |||
Security ID: 174610105 Ticker: CFG | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Bruce Van Saun | Management | For | Voted - For |
Elect Director Lee Alexander | Management | For | Voted - For |
Elect Director Christine M. Cumming | Management | For | Voted - For |
Elect Director Kevin Cummings | Management | For | Voted - For |
Elect Director William P. Hankowsky | Management | For | Voted - For |
Elect Director Edward J. Kelly, III | Management | For | Voted - For |
Elect Director Robert G. Leary | Management | For | Voted - For |
Elect Director Terrance J. Lillis | Management | For | Voted - For |
Elect Director Michele N. Siekerka | Management | For | Voted - For |
Elect Director Shivan Subramaniam | Management | For | Voted - For |
Elect Director Christopher J. Swift | Management | For | Voted - For |
Elect Director Wendy A. Watson | Management | For | Voted - For |
Elect Director Marita Zuraitis | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
CLEVELAND-CLIFFS INC. | |||
Security ID: 185899101 Ticker: CLF | |||
Meeting Date: 17-May-23 | |||
Elect Director Lourenco Goncalves | Management | For | Voted - For |
Elect Director Douglas C. Taylor | Management | For | Voted - For |
Elect Director John T. Baldwin | Management | For | Voted - For |
Elect Director Robert P. Fisher, Jr. | Management | For | Voted - For |
Elect Director William K. Gerber | Management | For | Voted - For |
Elect Director Susan M. Green | Management | For | Voted - For |
305
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ralph S. Michael, III | Management | For | Voted - For |
Elect Director Janet L. Miller | Management | For | Voted - For |
Elect Director Gabriel Stoliar | Management | For | Voted - For |
Elect Director Arlene M. Yocum | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
CME GROUP INC. | |||
Security ID: 12572Q105 Ticker: CME | |||
Meeting Date: 04-May-23 | |||
Elect Director Terrence A. Duffy | Management | For | Voted - For |
Elect Director Kathryn Benesh | Management | For | Voted - For |
Elect Director Timothy S. Bitsberger | Management | For | Voted - Against |
Elect Director Charles P. Carey | Management | For | Voted - Against |
Elect Director Bryan T. Durkin | Management | For | Voted - For |
Elect Director Harold Ford, Jr. | Management | For | Voted - For |
Elect Director Martin J. Gepsman | Management | For | Voted - For |
Elect Director Larry G. Gerdes | Management | For | Voted - For |
Elect Director Daniel R. Glickman | Management | For | Voted - Against |
Elect Director Daniel G. Kaye | Management | For | Voted - For |
Elect Director Phyllis M. Lockett | Management | For | Voted - Against |
Elect Director Deborah J. Lucas | Management | For | Voted - For |
Elect Director Terry L. Savage | Management | For | Voted - Against |
Elect Director Rahael Seifu | Management | For | Voted - Against |
Elect Director William R. Shepard | Management | For | Voted - For |
Elect Director Howard J. Siegel | Management | For | Voted - For |
Elect Director Dennis A. Suskind | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
CMS ENERGY CORPORATION | |||
Security ID: 125896100 Ticker: CMS | |||
Meeting Date: 05-May-23 | |||
Elect Director Jon E. Barfield | Management | For | Voted - For |
Elect Director Deborah H. Butler | Management | For | Voted - For |
Elect Director Kurt L. Darrow | Management | For | Voted - For |
Elect Director William D. Harvey | Management | For | Voted - For |
Elect Director Garrick J. Rochow | Management | For | Voted - For |
Elect Director John G. Russell | Management | For | Voted - For |
Elect Director Suzanne F. Shank | Management | For | Voted - For |
306
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Myrna M. Soto | Management | For | Voted - For |
Elect Director John G. Sznewajs | Management | For | Voted - For |
Elect Director Ronald J. Tanski | Management | For | Voted - For |
Elect Director Laura H. Wright | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
CNA FINANCIAL CORPORATION | |||
Security ID: 126117100 Ticker: CNA | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Michael A. Bless | Management | For | Voted - For |
Elect Director Jose O. Montemayor | Management | For | Voted - For |
Elect Director Don M. Randel | Management | For | Voted - For |
Elect Director Andre Rice | Management | For | Voted - For |
Elect Director Dino E. Robusto | Management | For | Voted - Withheld |
Elect Director Kenneth I. Siegel | Management | For | Voted - Withheld |
Elect Director Andrew H. Tisch | Management | For | Voted - Withheld |
Elect Director Benjamin J. Tisch | Management | For | Voted - Withheld |
Elect Director James S. Tisch | Management | For | Voted - Withheld |
Elect Director Jane J. Wang | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION | |||
Security ID: 192446102 Ticker: CTSH | |||
Meeting Date: 06-Jun-23 | |||
Elect Director Zein Abdalla | Management | For | Voted - For |
Elect Director Vinita Bali | Management | For | Voted - For |
Elect Director Eric Branderiz | Management | For | Voted - For |
Elect Director Archana Deskus | Management | For | Voted - For |
Elect Director John M. Dineen | Management | For | Voted - For |
Elect Director Nella Domenici | Management | For | Voted - For |
Elect Director Ravi Kumar S | Management | For | Voted - For |
Elect Director Leo S. Mackay, Jr. | Management | For | Voted - For |
Elect Director Michael Patsalos-Fox | Management | For | Voted - For |
Elect Director Stephen J. Rohleder | Management | For | Voted - For |
Elect Director Abraham "Bram" Schot | Management | For | Voted - For |
Elect Director Joseph M. Velli | Management | For | Voted - For |
Elect Director Sandra S. Wijnberg | Management | For | Voted - For |
307
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Bylaws | Shareholder | Against | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
COLGATE-PALMOLIVE COMPANY | |||
Security ID: 194162103 Ticker: CL | |||
Meeting Date: 12-May-23 | |||
Elect Director John P. Bilbrey | Management | For | Voted - Against |
Elect Director John T. Cahill | Management | For | Voted - For |
Elect Director Steve Cahillane | Management | For | Voted - For |
Elect Director Lisa M. Edwards | Management | For | Voted - For |
Elect Director C. Martin Harris | Management | For | Voted - For |
Elect Director Martina Hund-Mejean | Management | For | Voted - For |
Elect Director Kimberly A. Nelson | Management | For | Voted - For |
Elect Director Lorrie M. Norrington | Management | For | Voted - For |
Elect Director Michael B. Polk | Management | For | Voted - For |
Elect Director Stephen I. Sadove | Management | For | Voted - For |
Elect Director Noel R. Wallace | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
COMCAST CORPORATION | |||
Security ID: 20030N101 Ticker: CMCSA | |||
Meeting Date: 07-Jun-23 | |||
Elect Director Kenneth J. Bacon | Management | For | Voted - Withheld |
Elect Director Thomas J. Baltimore, Jr. | Management | For | Voted - For |
Elect Director Madeline S. Bell | Management | For | Voted - Withheld |
Elect Director Edward D. Breen | Management | For | Voted - For |
Elect Director Gerald L. Hassell | Management | For | Voted - For |
Elect Director Jeffrey A. Honickman | Management | For | Voted - Withheld |
Elect Director Maritza G. Montiel | Management | For | Voted - For |
Elect Director Asuka Nakahara | Management | For | Voted - For |
Elect Director David C. Novak | Management | For | Voted - For |
Elect Director Brian L. Roberts | Management | For | Voted - For |
308
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Oversee and Report on a Racial Equity Audit | Shareholder | Against | Voted - Against |
Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Voted - Against |
Report on GHG Emissions Reduction Targets Aligned | |||
with the Paris Agreement Goal | Shareholder | Against | Voted - Against |
Report on Congruency of Political Spending with | |||
Company Values and Priorities | Shareholder | Against | Voted - Against |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
COMERICA INCORPORATED | |||
Security ID: 200340107 Ticker: CMA | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Nancy Avila | Management | For | Voted - For |
Elect Director Michael E. Collins | Management | For | Voted - For |
Elect Director Roger A. Cregg | Management | For | Voted - For |
Elect Director Curtis C. Farmer | Management | For | Voted - For |
Elect Director Jacqueline P. Kane | Management | For | Voted - For |
Elect Director Derek J. Kerr | Management | For | Voted - For |
Elect Director Richard G. Lindner | Management | For | Voted - For |
Elect Director Jennifer H. Sampson | Management | For | Voted - For |
Elect Director Barbara R. Smith | Management | For | Voted - For |
Elect Director Robert S. Taubman | Management | For | Voted - For |
Elect Director Reginald M. Turner, Jr. | Management | For | Voted - For |
Elect Director Nina G. Vaca | Management | For | Voted - For |
Elect Director Michael G. Van de Ven | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
COMMERCE BANCSHARES, INC. | |||
Security ID: 200525103 Ticker: CBSH | |||
Meeting Date: 19-Apr-23 | |||
Elect Director Blackford F. Brauer | Management | For | Voted - For |
Elect Director W. Kyle Chapman | Management | For | Voted - For |
Elect Director Karen L. Daniel | Management | For | Voted - For |
Elect Director David W. Kemper | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
309
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Increase Authorized Common Stock | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
CONAGRA BRANDS, INC. | |||
Security ID: 205887102 Ticker: CAG | |||
Meeting Date: 21-Sep-22 | |||
Elect Director Anil Arora | Management | For | Voted - For |
Elect Director Thomas "Tony" K. Brown | Management | For | Voted - Against |
Elect Director Emanuel "Manny" Chirico | Management | For | Voted - For |
Elect Director Sean M. Connolly | Management | For | Voted - For |
Elect Director George Dowdie | Management | For | Voted - For |
Elect Director Fran Horowitz | Management | For | Voted - For |
Elect Director Richard H. Lenny | Management | For | Voted - For |
Elect Director Melissa Lora | Management | For | Voted - For |
Elect Director Ruth Ann Marshall | Management | For | Voted - For |
Elect Director Denise A. Paulonis | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Provide Right to Act by Written Consent | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
CONOCOPHILLIPS | |||
Security ID: 20825C104 Ticker: COP | |||
Meeting Date: 16-May-23 | |||
Elect Director Dennis V. Arriola | Management | For | Voted - For |
Elect Director Jody Freeman | Management | For | Voted - For |
Elect Director Gay Huey Evans | Management | For | Voted - For |
Elect Director Jeffrey A. Joerres | Management | For | Voted - For |
Elect Director Ryan M. Lance | Management | For | Voted - For |
Elect Director Timothy A. Leach | Management | For | Voted - For |
Elect Director William H. McRaven | Management | For | Voted - For |
Elect Director Sharmila Mulligan | Management | For | Voted - For |
Elect Director Eric D. Mullins | Management | For | Voted - For |
Elect Director Arjun N. Murti | Management | For | Voted - For |
Elect Director Robert A. Niblock | Management | For | Voted - For |
Elect Director David T. Seaton | Management | For | Voted - For |
Elect Director R.A. Walker | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Provide Right to Call Special Meeting | Management | For | Voted - For |
310
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
Report on Tax Transparency | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
CONSOLIDATED EDISON, INC. | |||
Security ID: 209115104 Ticker: ED | |||
Meeting Date: 15-May-23 | |||
Elect Director Timothy P. Cawley | Management | For | Voted - For |
Elect Director Ellen V. Futter | Management | For | Voted - For |
Elect Director John F. Killian | Management | For | Voted - For |
Elect Director Karol V. Mason | Management | For | Voted - For |
Elect Director Dwight A. McBride | Management | For | Voted - For |
Elect Director William J. Mulrow | Management | For | Voted - For |
Elect Director Armando J. Olivera | Management | For | Voted - For |
Elect Director Michael W. Ranger | Management | For | Voted - For |
Elect Director Linda S. Sanford | Management | For | Voted - For |
Elect Director Deirdre Stanley | Management | For | Voted - For |
Elect Director L. Frederick Sutherland | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
CONSTELLATION BRANDS, INC. | |||
Security ID: 21036P108 Ticker: STZ | |||
Meeting Date: 19-Jul-22 | |||
Elect Director Jennifer M. Daniels | Management | For | Voted - For |
Elect Director Jeremy S. G. Fowden | Management | For | Voted - For |
Elect Director Jose Manuel Madero Garza | Management | For | Voted - For |
Elect Director Daniel J. McCarthy | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Meeting Date: 20-Jul-22 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 09-Nov-22 | |||
Amend Charter | Management | For | Voted - For |
311
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Meeting Date: 10-Nov-22 | |||
Adjourn Meeting | Management | For | Voted - For |
CONSTELLATION ENERGY CORPORATION | |||
Security ID: 21037T109 Ticker: CEG | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Joseph Dominguez | Management | For | Voted - For |
Elect Director Julie Holzrichter | Management | For | Voted - For |
Elect Director Ashish Khandpur | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
COPART, INC. | |||
Security ID: 217204106 Ticker: CPRT | |||
Meeting Date: 31-Oct-22 | |||
Increase Authorized Common Stock | Management | For | Voted - For |
Meeting Date: 02-Nov-22 | |||
Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 02-Dec-22 | |||
Elect Director Willis J. Johnson | Management | For | Voted - For |
Elect Director A. Jayson Adair | Management | For | Voted - For |
Elect Director Matt Blunt | Management | For | Voted - For |
Elect Director Steven D. Cohan | Management | For | Voted - For |
Elect Director Daniel J. Englander | Management | For | Voted - For |
Elect Director James E. Meeks | Management | For | Voted - For |
Elect Director Thomas N. Tryforos | Management | For | Voted - For |
Elect Director Diane M. Morefield | Management | For | Voted - For |
Elect Director Stephen Fisher | Management | For | Voted - For |
Elect Director Cherylyn Harley LeBon | Management | For | Voted - For |
Elect Director Carl D. Sparks | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Meeting Date: 07-Dec-22 | |||
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
312
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
CORNING INCORPORATED | |||
Security ID: 219350105 Ticker: GLW | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Donald W. Blair | Management | For | Voted - For |
Elect Director Leslie A. Brun | Management | For | Voted - For |
Elect Director Stephanie A. Burns | Management | For | Voted - For |
Elect Director Richard T. Clark | Management | For | Voted - For |
Elect Director Pamela J. Craig | Management | For | Voted - For |
Elect Director Robert F. Cummings, Jr. | Management | For | Voted - For |
Elect Director Roger W. Ferguson, Jr. | Management | For | Voted - For |
Elect Director Deborah A. Henretta | Management | For | Voted - For |
Elect Director Daniel P. Huttenlocher | Management | For | Voted - For |
Elect Director Kurt M. Landgraf | Management | For | Voted - For |
Elect Director Kevin J. Martin | Management | For | Voted - For |
Elect Director Deborah D. Rieman | Management | For | Voted - For |
Elect Director Hansel E. Tookes, II | Management | For | Voted - For |
Elect Director Wendell P. Weeks | Management | For | Voted - For |
Elect Director Mark S. Wrighton | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
CORTEVA, INC. | |||
Security ID: 22052L104 Ticker: CTVA | |||
Meeting Date: 21-Apr-23 | |||
Elect Director Lamberto Andreotti | Management | For | Voted - For |
Elect Director Klaus A. Engel | Management | For | Voted - For |
Elect Director David C. Everitt | Management | For | Voted - For |
Elect Director Janet P. Giesselman | Management | For | Voted - For |
Elect Director Karen H. Grimes | Management | For | Voted - For |
Elect Director Michael O. Johanns | Management | For | Voted - For |
Elect Director Rebecca B. Liebert | Management | For | Voted - For |
Elect Director Marcos M. Lutz | Management | For | Voted - For |
Elect Director Charles V. Magro | Management | For | Voted - For |
Elect Director Nayaki R. Nayyar | Management | For | Voted - For |
Elect Director Gregory R. Page | Management | For | Voted - For |
Elect Director Kerry J. Preete | Management | For | Voted - For |
Elect Director Patrick J. Ward | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
313
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
COSTAR GROUP, INC. | |||
Security ID: 22160N109 Ticker: CSGP | |||
Meeting Date: 08-Jun-23 | |||
Elect Director Michael R. Klein | Management | For | Voted - Against |
Elect Director Andrew C. Florance | Management | For | Voted - For |
Elect Director Michael J. Glosserman | Management | For | Voted - For |
Elect Director John W. Hill | Management | For | Voted - For |
Elect Director Laura Cox Kaplan | Management | For | Voted - For |
Elect Director Robert W. Musslewhite | Management | For | Voted - For |
Elect Director Christopher J. Nassetta | Management | For | Voted - For |
Elect Director Louise S. Sams | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Adopt GHG Emissions Reduction Targets Aligned with | |||
the Paris Agreement Goal | Shareholder | Against | Voted - Against |
COSTCO WHOLESALE CORPORATION | |||
Security ID: 22160K105 Ticker: COST | |||
Meeting Date: 19-Jan-23 | |||
Elect Director Susan L. Decker | Management | For | Voted - For |
Elect Director Kenneth D. Denman | Management | For | Voted - For |
Elect Director Richard A. Galanti | Management | For | Voted - For |
Elect Director Hamilton E. James | Management | For | Voted - For |
Elect Director W. Craig Jelinek | Management | For | Voted - For |
Elect Director Sally Jewell | Management | For | Voted - For |
Elect Director Charles T. Munger | Management | For | Voted - For |
Elect Director Jeffrey S. Raikes | Management | For | Voted - For |
Elect Director John W. Stanton | Management | For | Voted - For |
Elect Director Ron M. Vachris | Management | For | Voted - For |
Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Risk Due to Restrictions on Reproductive | |||
Rights | Shareholder | Against | Voted - Against |
314
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
COTERRA ENERGY INC. | |||
Security ID: 127097103 Ticker: CTRA | |||
Meeting Date: 04-May-23 | |||
Elect Director Thomas E. Jorden | Management | For | Voted - For |
Elect Director Robert S. Boswell | Management | For | Voted - For |
Elect Director Dorothy M. Ables | Management | For | Voted - For |
Elect Director Amanda M. Brock | Management | For | Voted - For |
Elect Director Dan O. Dinges | Management | For | Voted - For |
Elect Director Paul N. Eckley | Management | For | Voted - For |
Elect Director Hans Helmerich | Management | For | Voted - For |
Elect Director Lisa A. Stewart | Management | For | Voted - For |
Elect Director Frances M. Vallejo | Management | For | Voted - For |
Elect Director Marcus A. Watts | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Report on Reliability of Methane Emission | |||
Disclosures | Shareholder | Against | Voted - Against |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
CROWDSTRIKE HOLDINGS, INC. | |||
Security ID: 22788C105 Ticker: CRWD | |||
Meeting Date: 21-Jun-23 | |||
Elect Director Johanna Flower | Management | For | Voted - For |
Elect Director Denis J. O'Leary | Management | For | Voted - Withheld |
Elect Director Godfrey R. Sullivan | Management | For | Voted - Withheld |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
CROWN HOLDINGS, INC. | |||
Security ID: 228368106 Ticker: CCK | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Timothy J. Donahue | Management | For | Voted - Withheld |
Elect Director Richard H. Fearon | Management | For | Voted - Withheld |
Elect Director Andrea J. Funk | Management | For | Voted - Withheld |
Elect Director Stephen J. Hagge | Management | For | Voted - Withheld |
Elect Director Jesse A. Lynn | Management | For | Voted - For |
Elect Director James H. Miller | Management | For | Voted - Withheld |
Elect Director Josef M. Miller | Management | For | Voted - Withheld |
Elect Director B. Craig Owens | Management | For | Voted - Withheld |
Elect Director Angela M. Snyder | Management | For | Voted - For |
315
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Caesar F. Sweizer | Management | For | Voted - Withheld |
Elect Director Andrew J. Teno | Management | For | Voted - For |
Elect Director Marsha C. Williams | Management | For | Voted - Withheld |
Elect Director Dwayne A. Wilson | Management | For | Voted - Withheld |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
CSX CORPORATION | |||
Security ID: 126408103 Ticker: CSX | |||
Meeting Date: 10-May-23 | |||
Elect Director Donna M. Alvarado | Management | For | Voted - For |
Elect Director Thomas P. Bostick | Management | For | Voted - For |
Elect Director Steven T. Halverson | Management | For | Voted - For |
Elect Director Paul C. Hilal | Management | For | Voted - For |
Elect Director Joseph R. Hinrichs | Management | For | Voted - For |
Elect Director David M. Moffett | Management | For | Voted - For |
Elect Director Linda H. Riefler | Management | For | Voted - For |
Elect Director Suzanne M. Vautrinot | Management | For | Voted - For |
Elect Director James L. Wainscott | Management | For | Voted - For |
Elect Director J. Steven Whisler | Management | For | Voted - For |
Elect Director John J. Zillmer | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
CULLEN/FROST BANKERS, INC. | |||
Security ID: 229899109 Ticker: CFR | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Carlos Alvarez | Management | For | Voted - For |
Elect Director Chris M. Avery | Management | For | Voted - For |
Elect Director Anthony R. 'Tony' Chase | Management | For | Voted - Against |
Elect Director Cynthia J. Comparin | Management | For | Voted - For |
Elect Director Samuel G. Dawson | Management | For | Voted - For |
Elect Director Crawford H. Edwards | Management | For | Voted - For |
Elect Director Patrick B. Frost | Management | For | Voted - For |
Elect Director Phillip D. Green | Management | For | Voted - For |
Elect Director David J. Haemisegger | Management | For | Voted - For |
Elect Director Charles W. Matthews | Management | For | Voted - For |
Elect Director Joseph A. Pierce | Management | For | Voted - For |
316
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Linda B. Rutherford | Management | For | Voted - For |
Elect Director Jack Willome | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
CUMMINS INC. | |||
Security ID: 231021106 Ticker: CMI | |||
Meeting Date: 09-May-23 | |||
Elect Director N. Thomas Linebarger | Management | For | Voted - For |
Elect Director Jennifer W. Rumsey | Management | For | Voted - For |
Elect Director Gary L. Belske | Management | For | Voted - For |
Elect Director Robert J. Bernhard | Management | For | Voted - For |
Elect Director Bruno V. Di Leo Allen | Management | For | Voted - For |
Elect Director Stephen B. Dobbs | Management | For | Voted - For |
Elect Director Carla A. Harris | Management | For | Voted - For |
Elect Director Thomas J. Lynch | Management | For | Voted - For |
Elect Director William I. Miller | Management | For | Voted - For |
Elect Director Georgia R. Nelson | Management | For | Voted - For |
Elect Director Kimberly A. Nelson | Management | For | Voted - For |
Elect Director Karen H. Quintos | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Nonqualified Employee Stock Purchase Plan | Management | For | Voted - For |
Require Independent Board Chairman | Shareholder | Against | Voted - Against |
Disclose Plan to Link Executive Compensation to GHG | |||
Emissions Reduction Goals | Shareholder | Against | Voted - Against |
CVS HEALTH CORPORATION | |||
Security ID: 126650100 Ticker: CVS | |||
Meeting Date: 18-May-23 | |||
Elect Director Fernando Aguirre | Management | For | Voted - For |
Elect Director Jeffrey R. Balser | Management | For | Voted - For |
Elect Director C. David Brown, II | Management | For | Voted - For |
Elect Director Alecia A. DeCoudreaux | Management | For | Voted - For |
Elect Director Nancy-Ann M. DeParle | Management | For | Voted - For |
Elect Director Roger N. Farah | Management | For | Voted - For |
Elect Director Anne M. Finucane | Management | For | Voted - For |
Elect Director Edward J. Ludwig | Management | For | Voted - For |
Elect Director Karen S. Lynch | Management | For | Voted - For |
Elect Director Jean-Pierre Millon | Management | For | Voted - For |
317
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Mary L. Schapiro | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Adopt a Paid Sick Leave Policy | Shareholder | Against | Voted - Against |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Commission Third Party Assessment on Company's | |||
Commitment to Freedom of Association and Collective | |||
Bargaining Rights | Shareholder | Against | Voted - Against |
Adopt Policy Prohibiting Directors from | |||
Simultaneously Sitting on the Board of Directors of | |||
Any Other Company | Shareholder | Against | Voted - Against |
D.R. HORTON, INC. | |||
Security ID: 23331A109 Ticker: DHI | |||
Meeting Date: 18-Jan-23 | |||
Elect Director Donald R. Horton | Management | For | Voted - For |
Elect Director Barbara K. Allen | Management | For | Voted - For |
Elect Director Brad S. Anderson | Management | For | Voted - For |
Elect Director Michael R. Buchanan | Management | For | Voted - For |
Elect Director Benjamin S. Carson, Sr. | Management | For | Voted - For |
Elect Director Maribess L. Miller | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
DANAHER CORPORATION | |||
Security ID: 235851102 Ticker: DHR | |||
Meeting Date: 09-May-23 | |||
Elect Director Rainer M. Blair | Management | For | Voted - For |
Elect Director Feroz Dewan | Management | For | Voted - For |
Elect Director Linda Filler | Management | For | Voted - For |
Elect Director Teri List | Management | For | Voted - For |
Elect Director Walter G. Lohr, Jr. | Management | For | Voted - For |
Elect Director Jessica L. Mega | Management | For | Voted - For |
Elect Director Mitchell P. Rales | Management | For | Voted - For |
Elect Director Steven M. Rales | Management | For | Voted - For |
Elect Director Pardis C. Sabeti | Management | For | Voted - For |
Elect Director A. Shane Sanders | Management | For | Voted - For |
Elect Director John T. Schwieters | Management | For | Voted - For |
318
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Alan G. Spoon | Management | For | Voted - For |
Elect Director Raymond C. Stevens | Management | For | Voted - For |
Elect Director Elias A. Zerhouni | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Effectiveness of Diversity, Equity, and | |||
Inclusion Efforts | Shareholder | Against | Voted - Against |
DARDEN RESTAURANTS, INC. | |||
Security ID: 237194105 Ticker: DRI | |||
Meeting Date: 21-Sep-22 | |||
Elect Director Margaret Shan Atkins | Management | For | Voted - For |
Elect Director Ricardo 'Rick' Cardenas | Management | For | Voted - For |
Elect Director Juliana L. Chugg | Management | For | Voted - For |
Elect Director James P. Fogarty | Management | For | Voted - For |
Elect Director Cynthia T. Jamison | Management | For | Voted - For |
Elect Director Eugene I. Lee, Jr. | Management | For | Voted - For |
Elect Director Nana Mensah | Management | For | Voted - For |
Elect Director William S. Simon | Management | For | Voted - For |
Elect Director Charles M. Sonsteby | Management | For | Voted - For |
Elect Director Timothy J. Wilmott | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 27-Sep-22 | |||
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
DARLING INGREDIENTS INC. | |||
Security ID: 237266101 Ticker: DAR | |||
Meeting Date: 09-May-23 | |||
Elect Director Randall C. Stuewe | Management | For | Voted - For |
Elect Director Charles Adair | Management | For | Voted - For |
Elect Director Beth Albright | Management | For | Voted - For |
Elect Director Larry A. Barden | Management | For | Voted - For |
Elect Director Celeste A. Clark | Management | For | Voted - For |
Elect Director Linda Goodspeed | Management | For | Voted - For |
Elect Director Enderson Guimaraes | Management | For | Voted - For |
Elect Director Gary W. Mize | Management | For | Voted - For |
Elect Director Michael E. Rescoe | Management | For | Voted - For |
Elect Director Kurt Stoffel | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
319
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
DATADOG, INC. | |||
Security ID: 23804L103 Ticker: DDOG | |||
Meeting Date: 08-Jun-23 | |||
Elect Director Olivier Pomel | Management | For | Voted - Withheld |
Elect Director Dev Ittycheria | Management | For | Voted - Withheld |
Elect Director Shardul Shah | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
DAVITA INC. | |||
Security ID: 23918K108 Ticker: DVA | |||
Meeting Date: 06-Jun-23 | |||
Elect Director Pamela M. Arway | Management | For | Voted - For |
Elect Director Charles G. Berg | Management | For | Voted - For |
Elect Director Barbara J. Desoer | Management | For | Voted - For |
Elect Director Jason M. Hollar | Management | For | Voted - For |
Elect Director Gregory J. Moore | Management | For | Voted - For |
Elect Director John M. Nehra | Management | For | Voted - For |
Elect Director Javier J. Rodriguez | Management | For | Voted - For |
Elect Director Adam H. Schechter | Management | For | Voted - For |
Elect Director Phyllis R. Yale | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Provide for | |||
the Exculpation of Officers | Management | For | Voted - For |
DEERE & COMPANY | |||
Security ID: 244199105 Ticker: DE | |||
Meeting Date: 22-Feb-23 | |||
Elect Director Leanne G. Caret | Management | For | Voted - For |
Elect Director Tamra A. Erwin | Management | For | Voted - For |
Elect Director Alan C. Heuberger | Management | For | Voted - For |
Elect Director Charles O. Holliday, Jr. | Management | For | Voted - For |
Elect Director Michael O. Johanns | Management | For | Voted - For |
Elect Director Clayton M. Jones | Management | For | Voted - For |
320
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director John C. May | Management | For | Voted - For |
Elect Director Gregory R. Page | Management | For | Voted - For |
Elect Director Sherry M. Smith | Management | For | Voted - For |
Elect Director Dmitri L. Stockton | Management | For | Voted - For |
Elect Director Sheila G. Talton | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Meeting Date: 23-Feb-23 | |||
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
DELL TECHNOLOGIES INC. | |||
Security ID: 24703L202 Ticker: DELL | |||
Meeting Date: 20-Jun-23 | |||
Elect Director Michael S. Dell | Management | For | Voted - Withheld |
Elect Director David W. Dorman | Management | For | Voted - Withheld |
Elect Director Egon Durban | Management | For | Voted - Withheld |
Elect Director David Grain | Management | For | Voted - For |
Elect Director William D. Green | Management | For | Voted - For |
Elect Director Simon Patterson | Management | For | Voted - For |
Elect Director Lynn Vojvodich Radakovich | Management | For | Voted - For |
Elect Director Ellen J. Kullman | Management | For | Voted - Withheld |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - Against |
DELTA AIR LINES, INC. | |||
Security ID: 247361702 Ticker: DAL | |||
Meeting Date: 15-Jun-23 | |||
Elect Director Edward H. Bastian | Management | For | Voted - For |
Elect Director Greg Creed | Management | For | Voted - For |
Elect Director David G. DeWalt | Management | For | Voted - For |
Elect Director William H. Easter, III | Management | For | Voted - For |
Elect Director Leslie D. Hale | Management | For | Voted - For |
Elect Director Christopher A. Hazleton | Management | For | Voted - For |
Elect Director Michael P. Huerta | Management | For | Voted - For |
Elect Director Jeanne P. Jackson | Management | For | Voted - For |
Elect Director George N. Mattson | Management | For | Voted - For |
Elect Director Vasant M. Prabhu | Management | For | Voted - For |
321
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Sergio A. L. Rial | Management | For | Voted - For |
Elect Director David S. Taylor | Management | For | Voted - For |
Elect Director Kathy N. Waller | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
Adopt and Disclose a Freedom of Association and | |||
Collective Bargaining Policy | Shareholder | Against | Voted - Against |
DENTSPLY SIRONA INC. | |||
Security ID: 24906P109 Ticker: XRAY | |||
Meeting Date: 24-May-23 | |||
Elect Director Eric K. Brandt | Management | For | Voted - For |
Elect Director Simon D. Campion | Management | For | Voted - For |
Elect Director Willie A. Deese | Management | For | Voted - For |
Elect Director Betsy D. Holden | Management | For | Voted - For |
Elect Director Clyde R. Hosein | Management | For | Voted - For |
Elect Director Harry M. Jansen Kraemer, Jr. | Management | For | Voted - For |
Elect Director Gregory T. Lucier | Management | For | Voted - For |
Elect Director Jonathan J. Mazelsky | Management | For | Voted - For |
Elect Director Leslie F. Varon | Management | For | Voted - For |
Elect Director Janet S. Vergis | Management | For | Voted - For |
Elect Director Dorothea Wenzel | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
DEVON ENERGY CORPORATION | |||
Security ID: 25179M103 Ticker: DVN | |||
Meeting Date: 07-Jun-23 | |||
Elect Director Barbara M. Baumann | Management | For | Voted - For |
Elect Director John E. Bethancourt | Management | For | Voted - For |
Elect Director Ann G. Fox | Management | For | Voted - For |
Elect Director Gennifer F. Kelly | Management | For | Voted - For |
Elect Director Kelt Kindick | Management | For | Voted - For |
Elect Director John Krenicki, Jr. | Management | For | Voted - For |
Elect Director Karl F. Kurz | Management | For | Voted - For |
Elect Director Michael N. Mears | Management | For | Voted - For |
Elect Director Robert A. Mosbacher, Jr. | Management | For | Voted - For |
Elect Director Richard E. Muncrief | Management | For | Voted - For |
Elect Director Valerie M. Williams | Management | For | Voted - For |
322
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Add Federal | |||
Forum Selection Provision | Management | For | Voted - For |
Amend Certificate of Incorporation to Adopt | |||
Limitations on the Liability of Officers | Management | For | Voted - For |
Amend Right to Call Special Meeting | Shareholder | Against | Voted - Against |
DEXCOM, INC. | |||
Security ID: 252131107 Ticker: DXCM | |||
Meeting Date: 18-May-23 | |||
Elect Director Steven R. Altman | Management | For | Voted - For |
Elect Director Richard A. Collins | Management | For | Voted - For |
Elect Director Karen Dahut | Management | For | Voted - For |
Elect Director Mark G. Foletta | Management | For | Voted - For |
Elect Director Barbara E. Kahn | Management | For | Voted - For |
Elect Director Kyle Malady | Management | For | Voted - For |
Elect Director Eric J. Topol | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Median Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
DIAMONDBACK ENERGY, INC. | |||
Security ID: 25278X109 Ticker: FANG | |||
Meeting Date: 08-Jun-23 | |||
Elect Director Travis D. Stice | Management | For | Voted - For |
Elect Director Vincent K. Brooks | Management | For | Voted - For |
Elect Director David L. Houston | Management | For | Voted - For |
Elect Director Rebecca A. Klein | Management | For | Voted - For |
Elect Director Stephanie K. Mains | Management | For | Voted - For |
Elect Director Mark L. Plaumann | Management | For | Voted - For |
Elect Director Melanie M. Trent | Management | For | Voted - For |
Elect Director Frank D. Tsuru | Management | For | Voted - For |
Elect Director Steven E. West | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement for | |||
Amendments of the Charter and Removal of Directors | Management | For | Voted - For |
Provide Right to Call a Special Meeting at a 25 | |||
Percent Ownership Threshold | Management | For | Voted - For |
323
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Amend Certificate of Incorporation to Reflect New | |||
Delaware Law Provisions Regarding Officer | |||
Exculpation | Management | For | Voted - For |
Ratify Grant Thornton LLP as Auditors | Management | For | Voted - For |
DICK'S SPORTING GOODS, INC. | |||
Security ID: 253393102 Ticker: DKS | |||
Meeting Date: 14-Jun-23 | |||
Elect Director Mark J. Barrenechea | Management | For | Voted - Withheld |
Elect Director Emanuel Chirico | Management | For | Voted - For |
Elect Director William J. Colombo | Management | For | Voted - Withheld |
Elect Director Anne Fink | Management | For | Voted - For |
Elect Director Larry Fitzgerald, Jr. | Management | For | Voted - Withheld |
Elect Director Lauren R. Hobart | Management | For | Voted - For |
Elect Director Sandeep Mathrani | Management | For | Voted - For |
Elect Director Desiree Ralls-Morrison | Management | For | Voted - Withheld |
Elect Director Lawrence J. Schorr | Management | For | Voted - Withheld |
Elect Director Edward W. Stack | Management | For | Voted - For |
Elect Director Larry D. Stone | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Amend Certificate of Incorporation to Reflect New | |||
Delaware Law Provisions Regarding Officer | |||
Exculpation | Management | For | Voted - Against |
DISCOVER FINANCIAL SERVICES | |||
Security ID: 254709108 Ticker: DFS | |||
Meeting Date: 11-May-23 | |||
Elect Director Jeffrey S. Aronin | Management | For | Voted - For |
Elect Director Mary K. Bush | Management | For | Voted - For |
Elect Director Gregory C. Case | Management | For | Voted - For |
Elect Director Candace H. Duncan | Management | For | Voted - For |
Elect Director Joseph F. Eazor | Management | For | Voted - For |
Elect Director Roger C. Hochschild | Management | For | Voted - For |
Elect Director Thomas G. Maheras | Management | For | Voted - For |
Elect Director John B. Owen | Management | For | Voted - For |
Elect Director David L. Rawlinson, II | Management | For | Voted - For |
Elect Director Beverley A. Sibblies | Management | For | Voted - For |
Elect Director Mark A. Thierer | Management | For | Voted - For |
Elect Director Jennifer L. Wong | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
324
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
DOLLAR GENERAL CORPORATION | |||
Security ID: 256677105 Ticker: DG | |||
Meeting Date: 31-May-23 | |||
Elect Director Warren F. Bryant | Management | For | Voted - For |
Elect Director Michael M. Calbert | Management | For | Voted - For |
Elect Director Ana M. Chadwick | Management | For | Voted - For |
Elect Director Patricia D. Fili-Krushel | Management | For | Voted - For |
Elect Director Timothy I. McGuire | Management | For | Voted - For |
Elect Director Jeffery C. Owen | Management | For | Voted - For |
Elect Director Debra A. Sandler | Management | For | Voted - For |
Elect Director Ralph E. Santana | Management | For | Voted - For |
Elect Director Todd J. Vasos | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Voted - Against |
Amend Right to Call Special Meeting | Shareholder | Against | Voted - Against |
Oversee and Report a Workplace Health and Safety | |||
Audit | Shareholder | Against | Voted - Against |
DOLLAR TREE, INC. | |||
Security ID: 256746108 Ticker: DLTR | |||
Meeting Date: 13-Jun-23 | |||
Elect Director Richard W. Dreiling | Management | For | Voted - For |
Elect Director Cheryl W. Grise | Management | For | Voted - For |
Elect Director Daniel J. Heinrich | Management | For | Voted - For |
Elect Director Paul C. Hilal | Management | For | Voted - For |
Elect Director Edward J. Kelly, III | Management | For | Voted - For |
Elect Director Mary A. Laschinger | Management | For | Voted - For |
Elect Director Jeffrey G. Naylor | Management | For | Voted - For |
Elect Director Winnie Y. Park | Management | For | Voted - For |
Elect Director Bertram L. Scott | Management | For | Voted - For |
Elect Director Stephanie P. Stahl | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Report on Economic and Social Risks of Compensation | |||
and Workforce Practices and Any Impact on | |||
Diversified Shareholders | Shareholder | Against | Voted - Against |
325
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
DOMINION ENERGY, INC. | |||
Security ID: 25746U109 Ticker: D | |||
Meeting Date: 10-May-23 | |||
Elect Director James A. Bennett | Management | For | Voted - For |
Elect Director Robert M. Blue | Management | For | Voted - For |
Elect Director D. Maybank Hagood | Management | For | Voted - For |
Elect Director Ronald W. Jibson | Management | For | Voted - For |
Elect Director Mark J. Kington | Management | For | Voted - For |
Elect Director Kristin G. Lovejoy | Management | For | Voted - For |
Elect Director Joseph M. Rigby | Management | For | Voted - For |
Elect Director Pamela J. Royal | Management | For | Voted - For |
Elect Director Robert H. Spilman, Jr. | Management | For | Voted - For |
Elect Director Susan N. Story | Management | For | Voted - For |
Elect Director Michael E. Szymanczyk | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Amend Right to Call Special Meeting | Management | For | Voted - For |
Amend Advance Notice Provisions for Director | |||
Nominations | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
DOMINO'S PIZZA, INC. | |||
Security ID: 25754A201 Ticker: DPZ | |||
Meeting Date: 25-Apr-23 | |||
Elect Director David A. Brandon | Management | For | Voted - For |
Elect Director C. Andrew Ballard | Management | For | Voted - For |
Elect Director Andrew B. Balson | Management | For | Voted - For |
Elect Director Corie S. Barry | Management | For | Voted - For |
Elect Director Diana F. Cantor | Management | For | Voted - For |
Elect Director Richard L. Federico | Management | For | Voted - For |
Elect Director James A. Goldman | Management | For | Voted - For |
Elect Director Patricia E. Lopez | Management | For | Voted - For |
Elect Director Russell J. Weiner | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
326
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
DOORDASH, INC. | |||
Security ID: 25809K105 Ticker: DASH | |||
Meeting Date: 20-Jun-23 | |||
Elect Director Shona L. Brown | Management | For | Voted - Against |
Elect Director Alfred Lin | Management | For | Voted - Against |
Elect Director Stanley Tang | Management | For | Voted - Against |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
DOVER CORPORATION | |||
Security ID: 260003108 Ticker: DOV | |||
Meeting Date: 05-May-23 | |||
Elect Director Deborah L. DeHaas | Management | For | Voted - For |
Elect Director H. John Gilbertson, Jr. | Management | For | Voted - For |
Elect Director Kristiane C. Graham | Management | For | Voted - For |
Elect Director Michael F. Johnston | Management | For | Voted - For |
Elect Director Michael Manley | Management | For | Voted - For |
Elect Director Eric A. Spiegel | Management | For | Voted - For |
Elect Director Richard J. Tobin | Management | For | Voted - For |
Elect Director Stephen M. Todd | Management | For | Voted - For |
Elect Director Keith E. Wandell | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
DOW INC. | |||
Security ID: 260557103 Ticker: DOW | |||
Meeting Date: 13-Apr-23 | |||
Elect Director Samuel R. Allen | Management | For | Voted - For |
Elect Director Gaurdie E. Banister, Jr. | Management | For | Voted - For |
Elect Director Wesley G. Bush | Management | For | Voted - For |
Elect Director Richard K. Davis | Management | For | Voted - For |
Elect Director Jerri DeVard | Management | For | Voted - For |
Elect Director Debra L. Dial | Management | For | Voted - For |
Elect Director Jeff M. Fettig | Management | For | Voted - For |
Elect Director Jim Fitterling | Management | For | Voted - For |
Elect Director Jacqueline C. Hinman | Management | For | Voted - For |
Elect Director Luis Alberto Moreno | Management | For | Voted - For |
327
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Jill S. Wyant | Management | For | Voted - For |
Elect Director Daniel W. Yohannes | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Meeting Date: 18-Apr-23 | |||
Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Voted - Against |
DROPBOX, INC. | |||
Security ID: 26210C104 Ticker: DBX | |||
Meeting Date: 18-May-23 | |||
Elect Director Andrew W. Houston | Management | For | Voted - Withheld |
Elect Director Donald W. Blair | Management | For | Voted - For |
Elect Director Lisa Campbell | Management | For | Voted - Withheld |
Elect Director Paul E. Jacobs | Management | For | Voted - Withheld |
Elect Director Sara Mathew | Management | For | Voted - For |
Elect Director Abhay Parasnis | Management | For | Voted - For |
Elect Director Karen Peacock | Management | For | Voted - For |
Elect Director Michael Seibel | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
DTE ENERGY COMPANY | |||
Security ID: 233331107 Ticker: DTE | |||
Meeting Date: 04-May-23 | |||
Elect Director David A. Brandon | Management | For | Voted - For |
Elect Director Charles G. McClure, Jr. | Management | For | Voted - For |
Elect Director Gail J. McGovern | Management | For | Voted - For |
Elect Director Mark A. Murray | Management | For | Voted - For |
Elect Director Gerardo Norcia | Management | For | Voted - For |
Elect Director Robert C. Skaggs, Jr. | Management | For | Voted - For |
Elect Director David A. Thomas | Management | For | Voted - For |
Elect Director Gary H. Torgow | Management | For | Voted - For |
Elect Director James H. Vandenberghe | Management | For | Voted - For |
Elect Director Valerie M. Williams | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Right to Call Special Meeting | Management | For | Voted - For |
328
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
DUKE ENERGY CORPORATION | |||
Security ID: 26441C204 Ticker: DUK | |||
Meeting Date: 04-May-23 | |||
Elect Director Derrick Burks | Management | For | Voted - For |
Elect Director Annette K. Clayton | Management | For | Voted - For |
Elect Director Theodore F. Craver, Jr. | Management | For | Voted - For |
Elect Director Robert M. Davis | Management | For | Voted - For |
Elect Director Caroline Dorsa | Management | For | Voted - For |
Elect Director W. Roy Dunbar | Management | For | Voted - For |
Elect Director Nicholas C. Fanandakis | Management | For | Voted - For |
Elect Director Lynn J. Good | Management | For | Voted - For |
Elect Director John T. Herron | Management | For | Voted - For |
Elect Director Idalene F. Kesner | Management | For | Voted - For |
Elect Director E. Marie McKee | Management | For | Voted - For |
Elect Director Michael J. Pacilio | Management | For | Voted - For |
Elect Director Thomas E. Skains | Management | For | Voted - For |
Elect Director William E. Webster, Jr. | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | For | Voted - For |
Create a Committee to Evaluate Decarbonization Risk | Shareholder | Against | Voted - Against |
DUPONT DE NEMOURS, INC. | |||
Security ID: 26614N102 Ticker: DD | |||
Meeting Date: 24-May-23 | |||
Elect Director Amy G. Brady | Management | For | Voted - For |
Elect Director Edward D. Breen | Management | For | Voted - For |
Elect Director Ruby R. Chandy | Management | For | Voted - For |
Elect Director Terrence R. Curtin | Management | For | Voted - For |
Elect Director Alexander M. Cutler | Management | For | Voted - For |
Elect Director Eleuthere I. du Pont | Management | For | Voted - For |
Elect Director Kristina M. Johnson | Management | For | Voted - For |
Elect Director Luther C. Kissam | Management | For | Voted - For |
Elect Director Frederick M. Lowery | Management | For | Voted - For |
Elect Director Raymond J. Milchovich | Management | For | Voted - For |
Elect Director Deanna M. Mulligan | Management | For | Voted - For |
Elect Director Steven M. Sterin | Management | For | Voted - For |
329
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
DYNATRACE, INC. | |||
Security ID: 268150109 Ticker: DT | |||
Meeting Date: 24-Aug-22 | |||
Elect Director Ambika Kapur Gadre | Management | For | Voted - For |
Elect Director Steve Rowland | Management | For | Voted - Withheld |
Elect Director Kenneth 'Chip' Virnig | Management | For | Voted - Withheld |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Meeting Date: 25-Aug-22 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
EAST WEST BANCORP, INC. | |||
Security ID: 27579R104 Ticker: EWBC | |||
Meeting Date: 23-May-23 | |||
Elect Director Manuel P. Alvarez | Management | For | Voted - For |
Elect Director Molly Campbell | Management | For | Voted - For |
Elect Director Archana Deskus | Management | For | Voted - For |
Elect Director Serge Dumont | Management | For | Voted - For |
Elect Director Rudolph I. Estrada | Management | For | Voted - For |
Elect Director Paul H. Irving | Management | For | Voted - For |
Elect Director Sabrina Kay | Management | For | Voted - For |
Elect Director Jack C. Liu | Management | For | Voted - For |
Elect Director Dominic Ng | Management | For | Voted - For |
Elect Director Lester M. Sussman | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
EASTMAN CHEMICAL COMPANY | |||
Security ID: 277432100 Ticker: EMN | |||
Meeting Date: 04-May-23 | |||
Elect Director Humberto P. Alfonso | Management | For | Voted - For |
Elect Director Brett D. Begemann | Management | For | Voted - For |
Elect Director Eric L. Butler | Management | For | Voted - For |
330
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Mark J. Costa | Management | For | Voted - For |
Elect Director Edward L. Doheny, II | Management | For | Voted - For |
Elect Director Linnie M. Haynesworth | Management | For | Voted - For |
Elect Director Julie F. Holder | Management | For | Voted - For |
Elect Director Renee J. Hornbaker | Management | For | Voted - For |
Elect Director Kim Ann Mink | Management | For | Voted - For |
Elect Director James J. O'Brien | Management | For | Voted - For |
Elect Director David W. Raisbeck | Management | For | Voted - For |
Elect Director Charles K. Stevens, III | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
EATON CORPORATION PLC | |||
Security ID: G29183103 Ticker: ETN | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Craig Arnold | Management | For | Voted - For |
Elect Director Olivier Leonetti | Management | For | Voted - For |
Elect Director Silvio Napoli | Management | For | Voted - For |
Elect Director Gregory R. Page | Management | For | Voted - For |
Elect Director Sandra Pianalto | Management | For | Voted - For |
Elect Director Robert V. Pragada | Management | For | Voted - For |
Elect Director Lori J. Ryerkerk | Management | For | Voted - For |
Elect Director Gerald B. Smith | Management | For | Voted - For |
Elect Director Dorothy C. Thompson | Management | For | Voted - For |
Elect Director Darryl L. Wilson | Management | For | Voted - For |
Approve Ernst & Young as Auditors and Authorize | |||
Board to Fix Their Remuneration | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Authorize Issue of Equity with Pre-emptive Rights | Management | For | Voted - For |
Authorise Issue of Equity without Pre-emptive Rights | Management | For | Voted - For |
Authorize Share Repurchase of Issued Share Capital | Management | For | Voted - For |
EBAY, INC. | |||
Security ID: 278642103 Ticker: EBAY | |||
Meeting Date: 21-Jun-23 | |||
Elect Director Adriane M. Brown | Management | For | Voted - For |
Elect Director Aparna Chennapragada | Management | For | Voted - For |
Elect Director Logan D. Green | Management | For | Voted - For |
Elect Director E. Carol Hayles | Management | For | Voted - For |
331
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Jamie Iannone | Management | For | Voted - For |
Elect Director Shripriya Mahesh | Management | For | Voted - For |
Elect Director Paul S. Pressler | Management | For | Voted - For |
Elect Director Mohak Shroff | Management | For | Voted - For |
Elect Director Perry M. Traquina | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - Against |
Amend Certificate of Incorporation to Limit the | |||
Liability of Certain Officers | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting to 10% | Shareholder | Against | Voted - Against |
ECOLAB INC. | |||
Security ID: 278865100 Ticker: ECL | |||
Meeting Date: 04-May-23 | |||
Elect Director Shari L. Ballard | Management | For | Voted - For |
Elect Director Barbara J. Beck | Management | For | Voted - For |
Elect Director Christophe Beck | Management | For | Voted - For |
Elect Director Jeffrey M. Ettinger | Management | For | Voted - For |
Elect Director Eric M. Green | Management | For | Voted - For |
Elect Director Arthur J. Higgins | Management | For | Voted - For |
Elect Director Michael Larson | Management | For | Voted - For |
Elect Director David W. MacLennan | Management | For | Voted - For |
Elect Director Tracy B. McKibben | Management | For | Voted - For |
Elect Director Lionel L. Nowell, III | Management | For | Voted - For |
Elect Director Victoria J. Reich | Management | For | Voted - For |
Elect Director Suzanne M. Vautrinot | Management | For | Voted - For |
Elect Director John J. Zillmer | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Amend Nonqualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
EDISON INTERNATIONAL | |||
Security ID: 281020107 Ticker: EIX | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Jeanne Beliveau-Dunn | Management | For | Voted - For |
Elect Director Michael C. Camunez | Management | For | Voted - For |
Elect Director Vanessa C.L. Chang | Management | For | Voted - For |
332
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director James T. Morris | Management | For | Voted - For |
Elect Director Timothy T. O'Toole | Management | For | Voted - For |
Elect Director Pedro J. Pizarro | Management | For | Voted - For |
Elect Director Marcy L. Reed | Management | For | Voted - For |
Elect Director Carey A. Smith | Management | For | Voted - For |
Elect Director Linda G. Stuntz | Management | For | Voted - For |
Elect Director Peter J. Taylor | Management | For | Voted - For |
Elect Director Keith Trent | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
EDWARDS LIFESCIENCES CORPORATION | |||
Security ID: 28176E108 Ticker: EW | |||
Meeting Date: 11-May-23 | |||
Elect Director Kieran T. Gallahue | Management | For | Voted - For |
Elect Director Leslie S. Heisz | Management | For | Voted - For |
Elect Director Paul A. LaViolette | Management | For | Voted - For |
Elect Director Steven R. Loranger | Management | For | Voted - For |
Elect Director Martha H. Marsh | Management | For | Voted - For |
Elect Director Michael A. Mussallem | Management | For | Voted - For |
Elect Director Ramona Sequeira | Management | For | Voted - For |
Elect Director Nicholas J. Valeriani | Management | For | Voted - For |
Elect Director Bernard J. Zovighian | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Certificate of Incorporation to Provide for | |||
Exculpation of Certain Officers | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
ELECTRONIC ARTS INC. | |||
Security ID: 285512109 Ticker: EA | |||
Meeting Date: 11-Aug-22 | |||
Elect Director Kofi A. Bruce | Management | For | Voted - For |
Elect Director Rachel A. Gonzalez | Management | For | Voted - For |
Elect Director Jeffrey T. Huber | Management | For | Voted - For |
Elect Director Talbott Roche | Management | For | Voted - For |
Elect Director Richard A. Simonson | Management | For | Voted - For |
Elect Director Luis A. Ubinas | Management | For | Voted - For |
Elect Director Heidi J. Ueberroth | Management | For | Voted - For |
Elect Director Andrew Wilson | Management | For | Voted - For |
333
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meetings to 15% | Management | For | Voted - For |
Meeting Date: 17-Aug-22 | |||
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
ELEVANCE HEALTH, INC. | |||
Security ID: 036752103 Ticker: ELV | |||
Meeting Date: 10-May-23 | |||
Elect Director Gail K. Boudreaux | Management | For | Voted - For |
Elect Director R. Kerry Clark | Management | For | Voted - For |
Elect Director Robert L. Dixon, Jr. | Management | For | Voted - For |
Elect Director Deanna D. Strable | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Annually Report Third Party Political Contributions | Shareholder | Against | Voted - Against |
ELI LILLY AND COMPANY | |||
Security ID: 532457108 Ticker: LLY | |||
Meeting Date: 01-May-23 | |||
Elect Director William G. Kaelin, Jr. | Management | For | Voted - For |
Elect Director David A. Ricks | Management | For | Voted - For |
Elect Director Marschall S. Runge | Management | For | Voted - For |
Elect Director Karen Walker | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
Report on Risks of Supporting Abortion | Shareholder | Against | Voted - Against |
334
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Publish Third-Party Review of Alignment of | |||
Company's Lobbying Activities with its Public | |||
Statements | Shareholder | Against | Voted - Against |
Report on Effectiveness of Diversity, Equity and | |||
Inclusion Efforts and Metrics | Shareholder | Against | Voted - Against |
Adopt Policy to Require Third-Party Organizations | |||
to Annually Report Expenditures for Political | |||
Activities | Shareholder | Against | Voted - Against |
EMCOR GROUP, INC. | |||
Security ID: 29084Q100 Ticker: EME | |||
Meeting Date: 08-Jun-23 | |||
Elect Director John W. Altmeyer | Management | For | Voted - For |
Elect Director Anthony J. Guzzi | Management | For | Voted - For |
Elect Director Ronald L. Johnson | Management | For | Voted - For |
Elect Director Carol P. Lowe | Management | For | Voted - For |
Elect Director M. Kevin McEvoy | Management | For | Voted - For |
Elect Director William P. Reid | Management | For | Voted - For |
Elect Director Steven B. Schwarzwaelder | Management | For | Voted - For |
Elect Director Robin Walker-Lee | Management | For | Voted - For |
Elect Director Rebecca Ann Weyenberg | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Change Range for Size of the Board | Management | For | Voted - For |
Amend Certificate of Incorporation to Reflect New | |||
Delaware Law Provisions Regarding Officer | |||
Exculpation | Management | For | Voted - For |
Adopt the Jurisdiction of Incorporation as the | |||
Exclusive Forum for Certain Claims | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
EMERSON ELECTRIC CO. | |||
Security ID: 291011104 Ticker: EMR | |||
Meeting Date: 07-Feb-23 | |||
Elect Director Martin S. Craighead | Management | For | Voted - For |
Elect Director Gloria A. Flach | Management | For | Voted - For |
Elect Director Matthew S. Levatich | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
335
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ENPHASE ENERGY, INC. | |||
Security ID: 29355A107 Ticker: ENPH | |||
Meeting Date: 17-May-23 | |||
Elect Director Jamie Haenggi | Management | For | Voted - For |
Elect Director Benjamin Kortlang | Management | For | Voted - For |
Elect Director Richard Mora | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
ENTEGRIS, INC. | |||
Security ID: 29362U104 Ticker: ENTG | |||
Meeting Date: 26-Apr-23 | |||
Elect Director James R. Anderson | Management | For | Voted - For |
Elect Director Rodney Clark | Management | For | Voted - For |
Elect Director James F. Gentilcore | Management | For | Voted - For |
Elect Director Yvette Kanouff | Management | For | Voted - For |
Elect Director James P. Lederer | Management | For | Voted - For |
Elect Director Bertrand Loy | Management | For | Voted - For |
Elect Director Azita Saleki-Gerhardt | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
ENTERGY CORPORATION | |||
Security ID: 29364G103 Ticker: ETR | |||
Meeting Date: 05-May-23 | |||
Elect Director Gina F. Adams | Management | For | Voted - For |
Elect Director John H. Black | Management | For | Voted - For |
Elect Director John R. Burbank | Management | For | Voted - For |
Elect Director Patrick J. Condon | Management | For | Voted - For |
Elect Director Kirkland H. Donald | Management | For | Voted - For |
Elect Director Brian W. Ellis | Management | For | Voted - For |
Elect Director Philip L. Frederickson | Management | For | Voted - For |
Elect Director M. Elise Hyland | Management | For | Voted - For |
Elect Director Stuart L. Levenick | Management | For | Voted - For |
Elect Director Blanche Lambert Lincoln | Management | For | Voted - For |
Elect Director Andrew S. Marsh | Management | For | Voted - For |
Elect Director Karen A. Puckett | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
336
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Officers | Management | For | Voted - For |
EOG RESOURCES, INC. | |||
Security ID: 26875P101 Ticker: EOG | |||
Meeting Date: 24-May-23 | |||
Elect Director Janet F. Clark | Management | For | Voted - For |
Elect Director Charles R. Crisp | Management | For | Voted - For |
Elect Director Robert P. Daniels | Management | For | Voted - For |
Elect Director Lynn A. Dugle | Management | For | Voted - For |
Elect Director C. Christopher Gaut | Management | For | Voted - For |
Elect Director Michael T. Kerr | Management | For | Voted - For |
Elect Director Julie J. Robertson | Management | For | Voted - For |
Elect Director Donald F. Textor | Management | For | Voted - For |
Elect Director Ezra Y. Yacob | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
EPAM SYSTEMS, INC. | |||
Security ID: 29414B104 Ticker: EPAM | |||
Meeting Date: 02-Jun-23 | |||
Elect Director Eugene Roman | Management | For | Voted - For |
Elect Director Jill B. Smart | Management | For | Voted - For |
Elect Director Ronald Vargo | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
EQT CORPORATION | |||
Security ID: 26884L109 Ticker: EQT | |||
Meeting Date: 19-Apr-23 | |||
Elect Director Lydia I. Beebe | Management | For | Voted - For |
Elect Director Lee M. Canaan | Management | For | Voted - For |
Elect Director Janet L. Carrig | Management | For | Voted - For |
Elect Director Frank C. Hu | Management | For | Voted - For |
Elect Director Kathryn J. Jackson | Management | For | Voted - For |
337
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director John F. McCartney | Management | For | Voted - For |
Elect Director James T. McManus, II | Management | For | Voted - For |
Elect Director Anita M. Powers | Management | For | Voted - For |
Elect Director Daniel J. Rice, IV | Management | For | Voted - For |
Elect Director Toby Z. Rice | Management | For | Voted - For |
Elect Director Hallie A. Vanderhider | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
EQUIFAX INC. | |||
Security ID: 294429105 Ticker: EFX | |||
Meeting Date: 04-May-23 | |||
Elect Director Mark W. Begor | Management | For | Voted - For |
Elect Director Mark L. Feidler | Management | For | Voted - For |
Elect Director Karen L. Fichuk | Management | For | Voted - For |
Elect Director G. Thomas Hough | Management | For | Voted - For |
Elect Director Robert D. Marcus | Management | For | Voted - For |
Elect Director Scott A. McGregor | Management | For | Voted - For |
Elect Director John A. McKinley | Management | For | Voted - For |
Elect Director Melissa D. Smith | Management | For | Voted - For |
Elect Director Audrey Boone Tillman | Management | For | Voted - For |
Elect Director Heather H. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Oversee and Report a Racial Equity Audit | Shareholder | Against | Voted - Against |
EQUITABLE HOLDINGS, INC. | |||
Security ID: 29452E101 Ticker: EQH | |||
Meeting Date: 24-May-23 | |||
Elect Director Francis A. Hondal | Management | For | Voted - For |
Elect Director Arlene Isaacs-Lowe | Management | For | Voted - For |
Elect Director Daniel G. Kaye | Management | For | Voted - For |
Elect Director Joan Lamm-Tennant | Management | For | Voted - For |
Elect Director Craig MacKay | Management | For | Voted - For |
Elect Director Mark Pearson | Management | For | Voted - For |
Elect Director Bertram L. Scott | Management | For | Voted - For |
Elect Director George Stansfield | Management | For | Voted - For |
Elect Director Charles G.T. Stonehill | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
338
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
ESSENTIAL UTILITIES, INC. | |||
Security ID: 29670G102 Ticker: WTRG | |||
Meeting Date: 03-May-23 | |||
Elect Director Elizabeth B. Amato | Management | For | Voted - For |
Elect Director David A. Ciesinski | Management | For | Voted - For |
Elect Director Christopher H. Franklin | Management | For | Voted - For |
Elect Director Daniel J. Hilferty | Management | For | Voted - For |
Elect Director Edwina Kelly | Management | For | Voted - For |
Elect Director W. Bryan Lewis | Management | For | Voted - For |
Elect Director Ellen T. Ruff | Management | For | Voted - For |
Elect Director Lee C. Stewart | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
ETSY, INC. | |||
Security ID: 29786A106 Ticker: ETSY | |||
Meeting Date: 14-Jun-23 | |||
Elect Director M. Michele Burns | Management | For | Voted - Withheld |
Elect Director Josh Silverman | Management | For | Voted - Withheld |
Elect Director Fred Wilson | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Commission Independent Review of Effectiveness of | |||
Efforts to Prevent Harassment and Discrimination | Shareholder | Against | Voted - Against |
EVEREST RE GROUP, LTD. | |||
Security ID: G3223R108 Ticker: RE | |||
Meeting Date: 17-May-23 | |||
Elect Director John J. Amore | Management | For | Voted - For |
Elect Director Juan C. Andrade | Management | For | Voted - For |
Elect Director William F. Galtney, Jr. | Management | For | Voted - For |
Elect Director John A. Graf | Management | For | Voted - For |
Elect Director Meryl Hartzband | Management | For | Voted - For |
Elect Director Gerri Losquadro | Management | For | Voted - For |
Elect Director Hazel McNeilage | Management | For | Voted - For |
339
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Roger M. Singer | Management | For | Voted - For |
Elect Director Joseph V. Taranto | Management | For | Voted - For |
Approve PricewaterhouseCoopers LLP as Auditors and | |||
Authorize Board to Fix Their Remuneration | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Change Company Name to Everest Group, Ltd. | Management | For | Voted - For |
EVERGY, INC. | |||
Security ID: 30034W106 Ticker: EVRG | |||
Meeting Date: 02-May-23 | |||
Elect Director David A. Campbell | Management | For | Voted - For |
Elect Director Thomas D. Hyde | Management | For | Voted - For |
Elect Director B. Anthony Isaac | Management | For | Voted - For |
Elect Director Paul M. Keglevic | Management | For | Voted - For |
Elect Director Mary L. Landrieu | Management | For | Voted - For |
Elect Director Sandra A.J. Lawrence | Management | For | Voted - For |
Elect Director Ann D. Murtlow | Management | For | Voted - For |
Elect Director Sandra J. Price | Management | For | Voted - For |
Elect Director Mark A. Ruelle | Management | For | Voted - For |
Elect Director James Scarola | Management | For | Voted - For |
Elect Director C. John Wilder | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
EVERSOURCE ENERGY | |||
Security ID: 30040W108 Ticker: ES | |||
Meeting Date: 03-May-23 | |||
Elect Director Cotton M. Cleveland | Management | For | Voted - For |
Elect Director Francis A. Doyle | Management | For | Voted - For |
Elect Director Linda Dorcena Forry | Management | For | Voted - For |
Elect Director Gregory M. Jones | Management | For | Voted - For |
Elect Director Loretta D. Keane | Management | For | Voted - For |
Elect Director John Y. Kim | Management | For | Voted - For |
Elect Director Kenneth R. Leibler | Management | For | Voted - For |
Elect Director David H. Long | Management | For | Voted - For |
Elect Director Joseph R. Nolan, Jr. | Management | For | Voted - For |
Elect Director William C. Van Faasen | Management | For | Voted - For |
Elect Director Frederica M. Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
340
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Increase Authorized Common Stock | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
EXACT SCIENCES CORPORATION | |||
Security ID: 30063P105 Ticker: EXAS | |||
Meeting Date: 08-Jun-23 | |||
Elect Director D. Scott Coward | Management | For | Voted - For |
Elect Director James Doyle | Management | For | Voted - For |
Elect Director Freda Lewis-Hall | Management | For | Voted - Against |
Elect Director Kathleen Sebelius | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Declassify the Board of Directors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
EXELON CORPORATION | |||
Security ID: 30161N101 Ticker: EXC | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Anthony Anderson | Management | For | Voted - For |
Elect Director W. Paul Bowers | Management | For | Voted - For |
Elect Director Calvin G. Butler, Jr. | Management | For | Voted - For |
Elect Director Marjorie Rodgers Cheshire | Management | For | Voted - For |
Elect Director Linda Jojo | Management | For | Voted - For |
Elect Director Charisse Lillie | Management | For | Voted - For |
Elect Director Matthew Rogers | Management | For | Voted - For |
Elect Director John Young | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
EXPEDIA GROUP, INC. | |||
Security ID: 30212P303 Ticker: EXPE | |||
Meeting Date: 31-May-23 | |||
Elect Director Samuel Altman | Management | For | Voted - For |
Elect Director Beverly Anderson | Management | For | Voted - Withheld |
Elect Director M. Moina Banerjee | Management | For | Voted - For |
Elect Director Chelsea Clinton | Management | For | Voted - Withheld |
Elect Director Barry Diller | Management | For | Voted - Withheld |
Elect Director Henrique Dubugras | Management | For | Voted - For |
341
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Craig Jacobson | Management | For | Voted - Withheld |
Elect Director Peter Kern | Management | For | Voted - For |
Elect Director Dara Khosrowshahi | Management | For | Voted - Withheld |
Elect Director Patricia Menendez Cambo | Management | For | Voted - For |
Elect Director Alex von Furstenberg | Management | For | Voted - For |
Elect Director Julie Whalen | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - Against |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. | |||
Security ID: 302130109 Ticker: EXPD | |||
Meeting Date: 02-May-23 | |||
Elect Director Glenn M. Alger | Management | For | Voted - For |
Elect Director Robert P. Carlile | Management | For | Voted - For |
Elect Director James M. DuBois | Management | For | Voted - For |
Elect Director Mark A. Emmert | Management | For | Voted - For |
Elect Director Diane H. Gulyas | Management | For | Voted - For |
Elect Director Jeffrey S. Musser | Management | For | Voted - For |
Elect Director Brandon S. Pedersen | Management | For | Voted - For |
Elect Director Liane J. Pelletier | Management | For | Voted - For |
Elect Director Olivia D. Polius | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
Report on Effectiveness of Diversity Equity and | |||
Inclusion Efforts and Metrics | Shareholder | Against | Voted - Against |
EXXON MOBIL CORPORATION | |||
Security ID: 30231G102 Ticker: XOM | |||
Meeting Date: 31-May-23 | |||
Elect Director Michael J. Angelakis | Management | For | Voted - For |
Elect Director Susan K. Avery | Management | For | Voted - For |
Elect Director Angela F. Braly | Management | For | Voted - For |
Elect Director Gregory J. Goff | Management | For | Voted - For |
Elect Director John D. Harris, II | Management | For | Voted - For |
Elect Director Kaisa H. Hietala | Management | For | Voted - For |
Elect Director Joseph L. Hooley | Management | For | Voted - For |
Elect Director Steven A. Kandarian | Management | For | Voted - For |
342
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Alexander A. Karsner | Management | For | Voted - For |
Elect Director Lawrence W. Kellner | Management | For | Voted - For |
Elect Director Jeffrey W. Ubben | Management | For | Voted - For |
Elect Director Darren W. Woods | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Establish Board Committee on Decarbonization Risk | Shareholder | Against | Voted - Against |
Reduce Executive Stock Holding Period | Shareholder | Against | Voted - Against |
Report on Carbon Capture and Storage | Shareholder | Against | Voted - Against |
Report on Methane Emission Disclosure Reliability | Shareholder | Against | Voted - Against |
Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Voted - Against |
Issue a Report on Worst-Case Impacts of Oil Spills | |||
from Operations Offshore of Guyana | Shareholder | Against | Voted - Against |
Recalculate GHG Emissions Baseline to Exclude | |||
Emissions from Material Divestitures | Shareholder | Against | Voted - Against |
Report on Asset Retirement Obligations Under IEA | |||
NZE Scenario | Shareholder | Against | Voted - Against |
Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Voted - Against |
Report on Potential Costs of Environmental | |||
Litigation | Shareholder | Against | Voted - Against |
Publish a Tax Transparency Report | Shareholder | Against | Voted - Against |
Report on Social Impact From Plant Closure or | |||
Energy Transition | Shareholder | Against | Voted - Against |
F5, INC. | |||
Security ID: 315616102 Ticker: FFIV | |||
Meeting Date: 09-Mar-23 | |||
Elect Director Marianne N. Budnik | Management | For | Voted - For |
Elect Director Elizabeth L. Buse | Management | For | Voted - For |
Elect Director Michael L. Dreyer | Management | For | Voted - For |
Elect Director Alan J. Higginson | Management | For | Voted - For |
Elect Director Peter S. Klein | Management | For | Voted - For |
Elect Director Francois Locoh-Donou | Management | For | Voted - For |
Elect Director Nikhil Mehta | Management | For | Voted - For |
Elect Director Michael F. Montoya | Management | For | Voted - For |
Elect Director Marie E. Myers | Management | For | Voted - For |
Elect Director James M. Phillips | Management | For | Voted - For |
Elect Director Sripada Shivananda | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
343
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
FACTSET RESEARCH SYSTEMS INC. | |||
Security ID: 303075105 Ticker: FDS | |||
Meeting Date: 15-Dec-22 | |||
Elect Director James J. McGonigle | Management | For | Voted - For |
Elect Director F. Philip Snow | Management | For | Voted - For |
Elect Director Maria Teresa Tejada | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Amend Certificate of Incorporation to Eliminate | |||
Certain Business Combination Restrictions | Management | For | Voted - For |
Adopt the Jurisdiction of Incorporation as the | |||
Exclusive Forum for Certain Disputes | Management | For | Voted - For |
Amend Certificate of Incorporation to Add Federal | |||
Forum Selection Provision | Management | For | Voted - For |
Amend Certificate of Incorporation to Remove | |||
Creditor Compromise Provision | Management | For | Voted - For |
Meeting Date: 22-Dec-22 | |||
Amend Certificate of Incorporation to Clarify, | |||
Streamline and Modernize the Certificate of | |||
Incorporation | Management | For | Voted - For |
FAIR ISAAC CORPORATION | |||
Security ID: 303250104 Ticker: FICO | |||
Meeting Date: 01-Mar-23 | |||
Elect Director Braden R. Kelly | Management | For | Voted - For |
Elect Director Fabiola R. Arredondo | Management | For | Voted - For |
Elect Director James D. Kirsner | Management | For | Voted - For |
Elect Director William J. Lansing | Management | For | Voted - For |
Elect Director Eva Manolis | Management | For | Voted - For |
Elect Director Marc F. McMorris | Management | For | Voted - For |
Elect Director Joanna Rees | Management | For | Voted - For |
Elect Director David A. Rey | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 08-Mar-23 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
344
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
FASTENAL COMPANY | |||
Security ID: 311900104 Ticker: FAST | |||
Meeting Date: 22-Apr-23 | |||
Elect Director Scott A. Satterlee | Management | For | Voted - For |
Elect Director Michael J. Ancius | Management | For | Voted - For |
Elect Director Stephen L. Eastman | Management | For | Voted - For |
Elect Director Daniel L. Florness | Management | For | Voted - For |
Elect Director Rita J. Heise | Management | For | Voted - For |
Elect Director Hsenghung Sam Hsu | Management | For | Voted - For |
Elect Director Daniel L. Johnson | Management | For | Voted - For |
Elect Director Nicholas J. Lundquist | Management | For | Voted - For |
Elect Director Sarah N. Nielsen | Management | For | Voted - For |
Elect Director Reyne K. Wisecup | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 24-Apr-23 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
FEDEX CORPORATION | |||
Security ID: 31428X106 Ticker: FDX | |||
Meeting Date: 19-Sep-22 | |||
Elect Director Marvin R. Ellison | Management | For | Voted - For |
Elect Director Stephen E. Gorman | Management | For | Voted - For |
Elect Director Susan Patricia Griffith | Management | For | Voted - For |
Elect Director Kimberly A. Jabal | Management | For | Voted - For |
Elect Director Amy B. Lane | Management | For | Voted - For |
Elect Director R. Brad Martin | Management | For | Voted - For |
Elect Director Nancy A. Norton | Management | For | Voted - For |
Elect Director Frederick P. Perpall | Management | For | Voted - For |
Elect Director Joshua Cooper Ramo | Management | For | Voted - For |
Elect Director Susan C. Schwab | Management | For | Voted - For |
Elect Director Frederick W. Smith | Management | For | Voted - For |
Elect Director David P. Steiner | Management | For | Voted - For |
Elect Director Rajesh Subramaniam | Management | For | Voted - For |
Elect Director V. James Vena | Management | For | Voted - For |
Elect Director Paul S. Walsh | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
345
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on Alignment Between Company Values and | |||
Electioneering Contributions | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Racism in Corporate Culture | Shareholder | Against | Voted - Against |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
FIDELITY NATIONAL FINANCIAL, INC. | |||
Security ID: 31620R303 Ticker: FNF | |||
Meeting Date: 14-Jun-23 | |||
Elect Director William P. Foley, II | Management | For | Voted - For |
Elect Director Douglas K. Ammerman | Management | For | Voted - For |
Elect Director Thomas M. Hagerty | Management | For�� | Voted - For |
Elect Director Peter O. Shea, Jr. | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
FIDELITY NATIONAL INFORMATION SERVICES, INC. | |||
Security ID: 31620M106 Ticker: FIS | |||
Meeting Date: 24-May-23 | |||
Elect Director Lee Adrean | Management | For | Voted - For |
Elect Director Ellen R. Alemany | Management | For | Voted - For |
Elect Director Mark D. Benjamin | Management | For | Voted - For |
Elect Director Vijay G. D'Silva | Management | For | Voted - For |
Elect Director Stephanie L. Ferris | Management | For | Voted - For |
Elect Director Jeffrey A. Goldstein | Management | For | Voted - For |
Elect Director Lisa A. Hook | Management | For | Voted - For |
Elect Director Kenneth T. Lamneck | Management | For | Voted - For |
Elect Director Gary L. Lauer | Management | For | Voted - For |
Elect Director Louise M. Parent | Management | For | Voted - For |
Elect Director Brian T. Shea | Management | For | Voted - For |
Elect Director James B. Stallings, Jr. | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
FIFTH THIRD BANCORP | |||
Security ID: 316773100 Ticker: FITB | |||
Meeting Date: 18-Apr-23 | |||
Elect Director Nicholas K. Akins | Management | For | Voted - For |
346
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director B. Evan Bayh, III | Management | For | Voted - For |
Elect Director Jorge L. Benitez | Management | For | Voted - For |
Elect Director Katherine B. Blackburn | Management | For | Voted - For |
Elect Director Emerson L. Brumback | Management | For | Voted - For |
Elect Director Linda W. Clement-Holmes | Management | For | Voted - For |
Elect Director C. Bryan Daniels | Management | For | Voted - For |
Elect Director Mitchell S. Feiger | Management | For | Voted - For |
Elect Director Thomas H. Harvey | Management | For | Voted - For |
Elect Director Gary R. Heminger | Management | For | Voted - For |
Elect Director Eileen A. Mallesch | Management | For | Voted - For |
Elect Director Michael B. McCallister | Management | For | Voted - For |
Elect Director Timothy N. Spence | Management | For | Voted - For |
Elect Director Marsha C. Williams | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
FIRST CITIZENS BANCSHARES, INC. | |||
Security ID: 31946M103 Ticker: FCNCA | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Ellen R. Alemany | Management | For | Voted - For |
Elect Director John M. Alexander, Jr. | Management | For | Voted - For |
Elect Director Victor E. Bell, III | Management | For | Voted - Withheld |
Elect Director Peter M. Bristow | Management | For | Voted - For |
Elect Director Hope H. Bryant | Management | For | Voted - For |
Elect Director Michael A. Carpenter | Management | For | Voted - Withheld |
Elect Director H. Lee Durham, Jr. | Management | For | Voted - Withheld |
Elect Director Eugene Flood, Jr. | Management | For | Voted - For |
Elect Director Frank B. Holding, Jr. | Management | For | Voted - For |
Elect Director Robert R. Hoppe | Management | For | Voted - For |
Elect Director Floyd L. Keels | Management | For | Voted - For |
Elect Director Robert E. Mason, IV | Management | For | Voted - Withheld |
Elect Director Robert T. Newcomb | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Increase Authorized Common Stock | Management | For | Voted - For |
Increase Authorized Preferred Stock | Management | For | Voted - Against |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Officers | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
347
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
FIRST HORIZON CORPORATION | |||
Security ID: 320517105 Ticker: FHN | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Harry V. Barton, Jr. | Management | For | Voted - For |
Elect Director John N. Casbon | Management | For | Voted - For |
Elect Director John C. Compton | Management | For | Voted - For |
Elect Director Wendy P. Davidson | Management | For | Voted - For |
Elect Director William H. Fenstermaker | Management | For | Voted - For |
Elect Director D. Bryan Jordan | Management | For | Voted - For |
Elect Director J. Michael Kemp, Sr. | Management | For | Voted - For |
Elect Director Rick E. Maples | Management | For | Voted - For |
Elect Director Vicki R. Palmer | Management | For | Voted - For |
Elect Director Colin V. Reed | Management | For | Voted - For |
Elect Director E. Stewart Shea, III | Management | For | Voted - For |
Elect Director Cecelia D. Stewart | Management | For | Voted - For |
Elect Director Rosa Sugranes | Management | For | Voted - For |
Elect Director R. Eugene Taylor | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
FIRST SOLAR, INC. | |||
Security ID: 336433107 Ticker: FSLR | |||
Meeting Date: 09-May-23 | |||
Elect Director Michael J. Ahearn | Management | For | Voted - For |
Elect Director Richard D. Chapman | Management | For | Voted - For |
Elect Director Anita Marangoly George | Management | For | Voted - For |
Elect Director George A. ("Chip") Hambro | Management | For | Voted - For |
Elect Director Molly E. Joseph | Management | For | Voted - For |
Elect Director Craig Kennedy | Management | For | Voted - For |
Elect Director Lisa A. Kro | Management | For | Voted - For |
Elect Director William J. Post | Management | For | Voted - For |
Elect Director Paul H. Stebbins | Management | For | Voted - For |
Elect Director Michael T. Sweeney | Management | For | Voted - For |
Elect Director Mark R. Widmar | Management | For | Voted - For |
Elect Director Norman L. Wright | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
348
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
FIRSTENERGY CORPORATION | |||
Security ID: 337932107 Ticker: FE | |||
Meeting Date: 24-May-23 | |||
Elect Director Jana T. Croom | Management | For | Voted - For |
Elect Director Steven J. Demetriou | Management | For | Voted - For |
Elect Director Lisa Winston Hicks | Management | For | Voted - For |
Elect Director Paul Kaleta | Management | For | Voted - For |
Elect Director Sean T. Klimczak | Management | For | Voted - For |
Elect Director Jesse A. Lynn | Management | For | Voted - For |
Elect Director James F. O'Neil, III | Management | For | Voted - For |
Elect Director John W. Somerhalder, II | Management | For | Voted - For |
Elect Director Andrew Teno | Management | For | Voted - For |
Elect Director Leslie M. Turner | Management | For | Voted - For |
Elect Director Melvin Williams | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting to 20% | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
Establish a New Board Committee on Decarbonization | |||
Risk | Shareholder | Against | Voted - Against |
FISERV, INC. | |||
Security ID: 337738108 Ticker: FISV | |||
Meeting Date: 17-May-23 | |||
Elect Director Frank J. Bisignano | Management | For | Voted - For |
Elect Director Henrique de Castro | Management | For | Voted - For |
Elect Director Harry F. DiSimone | Management | For | Voted - For |
Elect Director Dylan G. Haggart | Management | For | Voted - For |
Elect Director Wafaa Mamilli | Management | For | Voted - For |
Elect Director Heidi G. Miller | Management | For | Voted - For |
Elect Director Doyle R. Simons | Management | For | Voted - For |
Elect Director Kevin M. Warren | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chairman | Shareholder | Against | Voted - Against |
349
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
FIVE BELOW, INC. | |||
Security ID: 33829M101 Ticker: FIVE | |||
Meeting Date: 13-Jun-23 | |||
Elect Director Joel D. Anderson | Management | For | Voted - For |
Elect Director Kathleen S. Barclay | Management | For | Voted - For |
Elect Director Thomas M. Ryan | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Bylaws to Limit the Liability of Officers | Management | For | Voted - For |
Amend Bylaws to Amend the Limitation of Liability | |||
of Directors Provision | Management | For | Voted - For |
FLEETCOR TECHNOLOGIES, INC. | |||
Security ID: 339041105 Ticker: FLT | |||
Meeting Date: 09-Jun-23 | |||
Elect Director Steven T. Stull | Management | For | Voted - Against |
Elect Director Annabelle Bexiga | Management | For | Voted - For |
Elect Director Michael Buckman | Management | For | Voted - For |
Elect Director Ronald F. Clarke | Management | For | Voted - For |
Elect Director Joseph W. Farrelly | Management | For | Voted - Against |
Elect Director Rahul Gupta | Management | For | Voted - For |
Elect Director Thomas M. Hagerty | Management | For | Voted - Against |
Elect Director Archie L. Jones, Jr. | Management | For | Voted - For |
Elect Director Hala G. Moddelmog | Management | For | Voted - Against |
Elect Director Richard Macchia | Management | For | Voted - For |
Elect Director Jeffrey S. Sloan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
FLEX LTD. | |||
Security ID: Y2573F102 Ticker: FLEX | |||
Meeting Date: 25-Aug-22 | |||
Elect Director Revathi Advaithi | Management | For | Do Not Vote |
Elect Director Michael D. Capellas | Management | For | Do Not Vote |
Elect Director John D. Harris, II | Management | For | Do Not Vote |
Elect Director Michael E. Hurlston | Management | For | Do Not Vote |
Elect Director Erin L. McSweeney | Management | For | Do Not Vote |
350
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Marc A. Onetto | Management | For | Do Not Vote |
Elect Director Charles K. Stevens, III | Management | For | Do Not Vote |
Elect Director Lay Koon Tan | Management | For | Do Not Vote |
Elect Director Patrick J. Ward | Management | For | Do Not Vote |
Elect Director William D. Watkins | Management | For | Do Not Vote |
Approve Deloitte & Touche LLP as Auditors and | |||
Authorize Board to Fix Their Remuneration | Management | For | Do Not Vote |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Do Not Vote |
Approve Issuance of Shares without Preemptive Rights | Management | For | Do Not Vote |
Meeting Date: 09-Sep-22 | |||
Authorize Share Repurchase Program | Management | For | Do Not Vote |
FLOOR & DECOR HOLDINGS, INC. | |||
Security ID: 339750101 Ticker: FND | |||
Meeting Date: 10-May-23 | |||
Elect Director Dwight L. James | Management | For | Voted - For |
Elect Director Melissa Kersey | Management | For | Voted - For |
Elect Director Peter M. Starrett | Management | For | Voted - For |
Elect Director Thomas V. Taylor | Management | For | Voted - For |
Elect Director George Vincent West | Management | For | Voted - For |
Elect Director Charles D. Young | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
FMC CORPORATION | |||
Security ID: 302491303 Ticker: FMC | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Pierre Brondeau | Management | For | Voted - For |
Elect Director Eduardo E. Cordeiro | Management | For | Voted - For |
Elect Director Carol Anthony ("John") Davidson | Management | For | Voted - For |
Elect Director Mark Douglas | Management | For | Voted - For |
Elect Director Kathy L. Fortmann | Management | For | Voted - For |
Elect Director C. Scott Greer | Management | For | Voted - For |
Elect Director K'Lynne Johnson | Management | For | Voted - For |
Elect Director Dirk A. Kempthorne | Management | For | Voted - For |
Elect Director Margareth Ovrum | Management | For | Voted - For |
Elect Director Robert C. Pallash | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
351
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
FORD MOTOR COMPANY | |||
Security ID: 345370860 Ticker: F | |||
Meeting Date: 11-May-23 | |||
Elect Director Kimberly A. Casiano | Management | For | Voted - For |
Elect Director Alexandra Ford English | Management | For | Voted - For |
Elect Director James D. Farley, Jr. | Management | For | Voted - For |
Elect Director Henry Ford, III | Management | For | Voted - For |
Elect Director William Clay Ford, Jr. | Management | For | Voted - Against |
Elect Director William W. Helman, IV | Management | For | Voted - For |
Elect Director Jon M. Huntsman, Jr. | Management | For | Voted - For |
Elect Director William E. Kennard | Management | For | Voted - Against |
Elect Director John C. May | Management | For | Voted - For |
Elect Director Beth E. Mooney | Management | For | Voted - For |
Elect Director Lynn Vojvodich Radakovich | Management | For | Voted - For |
Elect Director John L. Thornton | Management | For | Voted - For |
Elect Director John B. Veihmeyer | Management | For | Voted - For |
Elect Director John S. Weinberg | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - Against |
Approve Recapitalization Plan for all Stock to Have | |||
One-vote per Share | Shareholder | Against | Voted - For |
Report on Reliance on Child Labor in Supply Chain | Shareholder | Against | Voted - Against |
Report on Animal Testing Practices | Shareholder | Against | Voted - Against |
FORTINET, INC. | |||
Security ID: 34959E109 Ticker: FTNT | |||
Meeting Date: 16-Jun-23 | |||
Elect Director Ken Xie | Management | For | Voted - For |
Elect Director Michael Xie | Management | For | Voted - For |
Elect Director Kenneth A. Goldman | Management | For | Voted - For |
Elect Director Ming Hsieh | Management | For | Voted - For |
Elect Director Jean Hu | Management | For | Voted - For |
Elect Director William H. Neukom | Management | For | Voted - For |
Elect Director Judith Sim | Management | For | Voted - For |
Elect Director Admiral James Stavridis (Ret) | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditor | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
352
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Amend Certificate of Incorporation to Limit the | |||
Liability of Officers | Management | For | Voted - For |
FORTIVE CORPORATION | |||
Security ID: 34959J108 Ticker: FTV | |||
Meeting Date: 06-Jun-23 | |||
Elect Director Eric Branderiz | Management | For | Voted - For |
Elect Director Daniel L. Comas | Management | For | Voted - For |
Elect Director Sharmistha Dubey | Management | For | Voted - For |
Elect Director Rejji P. Hayes | Management | For | Voted - For |
Elect Director Wright Lassiter, III | Management | For | Voted - For |
Elect Director James A. Lico | Management | For | Voted - For |
Elect Director Kate D. Mitchell | Management | For | Voted - Against |
Elect Director Jeannine Sargent | Management | For | Voted - For |
Elect Director Alan G. Spoon | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
FORTUNE BRANDS INNOVATIONS, INC. | |||
Security ID: 34964C106 Ticker: FBIN | |||
Meeting Date: 16-May-23 | |||
Elect Director Nicholas I. Fink | Management | For | Voted - For |
Elect Director A. D. David Mackay | Management | For | Voted - For |
Elect Director Stephanie Pugliese | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Certificate of Incorporation to Provide for | |||
Exculpation of Officers | Management | For | Voted - For |
FOX CORPORATION | |||
Security ID: 35137L105 Ticker: FOXA | |||
Meeting Date: 03-Nov-22 | |||
Elect Director K. Rupert Murdoch | Management | For | Voted - For |
Elect Director Lachlan K. Murdoch | Management | For | Voted - For |
Elect Director William A. Burck | Management | For | Voted - For |
353
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Chase Carey | Management | For | Voted - For |
Elect Director Anne Dias | Management | For | Voted - For |
Elect Director Roland A. Hernandez | Management | For | Voted - For |
Elect Director Jacques Nasser | Management | For | Voted - For |
Elect Director Paul D. Ryan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Articles of Incorporation To Provide for | |||
Exculpation Provision | Management | For | Voted - For |
Meeting Date: 04-Nov-22 | |||
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
FRANKLIN RESOURCES, INC. | |||
Security ID: 354613101 Ticker: BEN | |||
Meeting Date: 07-Feb-23 | |||
Elect Director Mariann Byerwalter | Management | For | Voted - For |
Elect Director Alexander S. Friedman | Management | For | Voted - For |
Elect Director Gregory E. Johnson | Management | For | Voted - For |
Elect Director Jennifer M. Johnson | Management | For | Voted - For |
Elect Director Rupert H. Johnson, Jr. | Management | For | Voted - For |
Elect Director John Y. Kim | Management | For | Voted - For |
Elect Director Karen M. King | Management | For | Voted - For |
Elect Director Anthony J. Noto | Management | For | Voted - For |
Elect Director John W. Thiel | Management | For | Voted - For |
Elect Director Seth H. Waugh | Management | For | Voted - For |
Elect Director Geoffrey Y. Yang | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
FREEPORT-MCMORAN, INC. | |||
Security ID: 35671D857 Ticker: FCX | |||
Meeting Date: 06-Jun-23 | |||
Elect Director David P. Abney | Management | For | Voted - For |
Elect Director Richard C. Adkerson | Management | For | Voted - For |
Elect Director Marcela E. Donadio | Management | For | Voted - For |
Elect Director Robert W. Dudley | Management | For | Voted - For |
Elect Director Hugh Grant | Management | For | Voted - For |
Elect Director Lydia H. Kennard | Management | For | Voted - For |
Elect Director Ryan M. Lance | Management | For | Voted - For |
Elect Director Sara Grootwassink Lewis | Management | For | Voted - For |
354
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Dustan E. McCoy | Management | For | Voted - For |
Elect Director Kathleen L. Quirk | Management | For | Voted - For |
Elect Director John J. Stephens | Management | For | Voted - For |
Elect Director Frances Fragos Townsend | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
GARMIN LTD. | |||
Security ID: H2906T109 Ticker: GRMN | |||
Meeting Date: 09-Jun-23 | |||
Accept Consolidated Financial Statements and | |||
Statutory Reports | Management | For | Voted - For |
Approve Allocation of Income and Dividends | Management | For | Voted - For |
Approve Dividends | Management | For | Voted - For |
Approve Discharge of Board and Senior Management | Management | For | Voted - For |
Elect Director Jonathan C. Burrell | Management | For | Voted - For |
Elect Director Joseph J. Hartnett | Management | For | Voted - For |
Elect Director Min H. Kao | Management | For | Voted - For |
Elect Director Catherine A. Lewis | Management | For | Voted - For |
Elect Director Charles W. Peffer | Management | For | Voted - For |
Elect Director Clifton A. Pemble | Management | For | Voted - For |
Elect Min H. Kao as Board Chairman | Management | For | Voted - For |
Appoint Jonathan C. Burrell as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Appoint Joseph J. Hartnett as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Appoint Catherine A. Lewis as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Appoint Charles W. Peffer as Member of the | |||
Compensation Committee | Management | For | Voted - For |
Designate Wuersch & Gering LLP as Independent Proxy | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors and Ernst & | |||
Young Ltd as Statutory Auditor | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote on the Swiss Statutory Compensation | |||
Report | Management | For | Voted - For |
Approve Fiscal Year 2024 Maximum Aggregate | |||
Compensation for the Executive Management | Management | For | Voted - For |
Approve Maximum Aggregate Compensation for the | |||
Board of Directors for the Period Between the 2023 | |||
AGM and the 2024 AGM | Management | For | Voted - For |
Cancel Repurchased Shares | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Amend Non-Employee Director Omnibus Stock Plan | Management | For | Voted - For |
355
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Approve Reduction of Par Value | Management | For | Voted - For |
Approve Conversion of Currency of the Share Capital | |||
from CHF to USD | Management | For | Voted - For |
Amend Articles to Reflect Changes in Capital | Management | For | Voted - For |
Amend Articles Re: Addressing Shares, Shareholder | |||
Rights and General Meeting | Management | For | Voted - For |
Amend Articles Re: Addressing Board, Compensation | |||
and Related Matters | Management | For | Voted - For |
GARTNER, INC. | |||
Security ID: 366651107 Ticker: IT | |||
Meeting Date: 01-Jun-23 | |||
Elect Director Peter E. Bisson | Management | For | Voted - For |
Elect Director Richard J. Bressler | Management | For | Voted - For |
Elect Director Raul E. Cesan | Management | For | Voted - For |
Elect Director Karen E. Dykstra | Management | For | Voted - For |
Elect Director Diana S. Ferguson | Management | For | Voted - For |
Elect Director Anne Sutherland Fuchs | Management | For | Voted - For |
Elect Director William O. Grabe | Management | For | Voted - For |
Elect Director Jose M. Gutierrez | Management | For | Voted - For |
Elect Director Eugene A. Hall | Management | For | Voted - For |
Elect Director Stephen G. Pagliuca | Management | For | Voted - For |
Elect Director Eileen M. Serra | Management | For | Voted - For |
Elect Director James C. Smith | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
GE HEALTHCARE TECHNOLOGIES, INC. | |||
Security ID: 36266G107 Ticker: GEHC | |||
Meeting Date: 23-May-23 | |||
Elect Director Peter J. Arduini | Management | For | Voted - For |
Elect Director H. Lawrence Culp, Jr. | Management | For | Voted - For |
Elect Director Rodney F. Hochman | Management | For | Voted - For |
Elect Director Lloyd W. Howell, Jr. | Management | For | Voted - For |
Elect Director Risa Lavizzo-Mourey | Management | For | Voted - For |
Elect Director Catherine Lesjak | Management | For | Voted - For |
Elect Director Anne T. Madden | Management | For | Voted - For |
Elect Director Tomislav Mihaljevic | Management | For | Voted - For |
Elect Director William J. Stromberg | Management | For | Voted - For |
Elect Director Phoebe L. Yang | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
356
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
GENERAC HOLDINGS INC. | |||
Security ID: 368736104 Ticker: GNRC | |||
Meeting Date: 15-Jun-23 | |||
Elect Director Marcia J. Avedon | Management | For | Voted - For |
Elect Director Bennett J. Morgan | Management | For | Voted - For |
Elect Director Dominick P. Zarcone | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
GENERAL DYNAMICS CORPORATION | |||
Security ID: 369550108 Ticker: GD | |||
Meeting Date: 03-May-23 | |||
Elect Director Richard D. Clarke | Management | For | Voted - For |
Elect Director James S. Crown | Management | For | Voted - For |
Elect Director Rudy F. deLeon | Management | For | Voted - For |
Elect Director Cecil D. Haney | Management | For | Voted - For |
Elect Director Mark M. Malcolm | Management | For | Voted - For |
Elect Director James N. Mattis | Management | For | Voted - For |
Elect Director Phebe N. Novakovic | Management | For | Voted - For |
Elect Director C. Howard Nye | Management | For | Voted - For |
Elect Director Catherine B. Reynolds | Management | For | Voted - For |
Elect Director Laura J. Schumacher | Management | For | Voted - For |
Elect Director Robert K. Steel | Management | For | Voted - For |
Elect Director John G. Stratton | Management | For | Voted - For |
Elect Director Peter A. Wall | Management | For | Voted - For |
Amend Certificate of Incorporation to Limit the | |||
Liability of Certain Officers | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Human Rights Risk Assessment | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
357
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
GENERAL ELECTRIC COMPANY | |||
Security ID: 369604301 Ticker: GE | |||
Meeting Date: 03-May-23 | |||
Elect Director Stephen Angel | Management | For | Voted - For |
Elect Director Sebastien Bazin | Management | For | Voted - For |
Elect Director H. Lawrence Culp, Jr. | Management | For | Voted - For |
Elect Director Edward Garden | Management | For | Voted - For |
Elect Director Isabella Goren | Management | For | Voted - For |
Elect Director Thomas Horton | Management | For | Voted - For |
Elect Director Catherine Lesjak | Management | For | Voted - For |
Elect Director Darren McDew | Management | For | Voted - For |
Elect Director Paula Rosput Reynolds | Management | For | Voted - For |
Elect Director Jessica Uhl | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chairman | Shareholder | Against | Voted - Against |
Hire Investment Bank to Explore Sale of Company | Shareholder | Against | Voted - Against |
Issue Audited Report on Fiduciary Relevance of | |||
Decarbonization Goal | Shareholder | Against | Voted - Against |
Issue Audited Report on Impact of IEA Net-Zero | |||
Emissions by 2050 Scenario | Shareholder | Against | Voted - Against |
GENERAL MILLS, INC. | |||
Security ID: 370334104 Ticker: GIS | |||
Meeting Date: 27-Sep-22 | |||
Elect Director R. Kerry Clark | Management | For | Voted - For |
Elect Director David M. Cordani | Management | For | Voted - For |
Elect Director C. Kim Goodwin | Management | For | Voted - For |
Elect Director Jeffrey L. Harmening | Management | For | Voted - For |
Elect Director Maria G. Henry | Management | For | Voted - For |
Elect Director Jo Ann Jenkins | Management | For | Voted - For |
Elect Director Elizabeth C. Lempres | Management | For | Voted - For |
Elect Director Diane L. Neal | Management | For | Voted - For |
Elect Director Steve Odland | Management | For | Voted - For |
Elect Director Maria A. Sastre | Management | For | Voted - For |
Elect Director Eric D. Sprunk | Management | For | Voted - For |
Elect Director Jorge A. Uribe | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
358
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Meeting Date: 29-Sep-22 | |||
Report on Absolute Plastic Packaging Use Reduction | Shareholder | Against | Voted - Against |
GENERAL MOTORS COMPANY | |||
Security ID: 37045V100 Ticker: GM | |||
Meeting Date: 20-Jun-23 | |||
Elect Director Mary T. Barra | Management | For | Voted - For |
Elect Director Aneel Bhusri | Management | For | Voted - For |
Elect Director Wesley G. Bush | Management | For | Voted - For |
Elect Director Joanne C. Crevoiserat | Management | For | Voted - For |
Elect Director Linda R. Gooden | Management | For | Voted - For |
Elect Director Joseph Jimenez | Management | For | Voted - For |
Elect Director Jonathan McNeill | Management | For | Voted - For |
Elect Director Judith A. Miscik | Management | For | Voted - For |
Elect Director Patricia F. Russo | Management | For | Voted - For |
Elect Director Thomas M. Schoewe | Management | For | Voted - For |
Elect Director Mark A. Tatum | Management | For | Voted - For |
Elect Director Jan E. Tighe | Management | For | Voted - For |
Elect Director Devin N. Wenig | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Provide Right to Act by Written Consent | Shareholder | Against | Voted - Against |
Report on Setting Sustainable Sourcing Targets | Shareholder | Against | Voted - Against |
GENPACT LIMITED | |||
Security ID: G3922B107 Ticker: G | |||
Meeting Date: 04-May-23 | |||
Elect Director N.V. "Tiger" Tyagarajan | Management | For | Voted - For |
Elect Director James Madden | Management | For | Voted - For |
Elect Director Ajay Agrawal | Management | For | Voted - For |
Elect Director Stacey Cartwright | Management | For | Voted - For |
Elect Director Laura Conigliaro | Management | For | Voted - For |
Elect Director Tamara Franklin | Management | For | Voted - For |
Elect Director Carol Lindstrom | Management | For | Voted - For |
Elect Director CeCelia Morken | Management | For | Voted - For |
Elect Director Brian Stevens | Management | For | Voted - For |
Elect Director Mark Verdi | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
359
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify KPMG Assurance and Consulting Services LLP | |||
as Auditors | Management | For | Voted - For |
GENUINE PARTS COMPANY | |||
Security ID: 372460105 Ticker: GPC | |||
Meeting Date: 01-May-23 | |||
Elect Director Elizabeth W. Camp | Management | For | Voted - For |
Elect Director Richard Cox, Jr. | Management | For | Voted - For |
Elect Director Paul D. Donahue | Management | For | Voted - For |
Elect Director Gary P. Fayard | Management | For | Voted - For |
Elect Director P. Russell Hardin | Management | For | Voted - For |
Elect Director John R. Holder | Management | For | Voted - For |
Elect Director Donna W. Hyland | Management | For | Voted - For |
Elect Director John D. Johns | Management | For | Voted - For |
Elect Director Jean-Jacques Lafont | Management | For | Voted - For |
Elect Director Robert C. "Robin" Loudermilk, Jr. | Management | For | Voted - For |
Elect Director Wendy B. Needham | Management | For | Voted - For |
Elect Director Juliette W. Pryor | Management | For | Voted - For |
Elect Director E. Jenner Wood, III | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
GILEAD SCIENCES, INC. | |||
Security ID: 375558103 Ticker: GILD | |||
Meeting Date: 03-May-23 | |||
Elect Director Jacqueline K. Barton | Management | For | Voted - For |
Elect Director Jeffrey A. Bluestone | Management | For | Voted - For |
Elect Director Sandra J. Horning | Management | For | Voted - For |
Elect Director Kelly A. Kramer | Management | For | Voted - For |
Elect Director Kevin E. Lofton | Management | For | Voted - For |
Elect Director Harish Manwani | Management | For | Voted - For |
Elect Director Daniel P. O'Day | Management | For | Voted - For |
Elect Director Javier J. Rodriguez | Management | For | Voted - For |
Elect Director Anthony Welters | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Require More Director Nominations Than Open Seats | Shareholder | Against | Voted - Against |
Amend Right to Call Special Meeting | Shareholder | Against | Voted - Against |
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
360
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
GLOBAL PAYMENTS INC. | |||
Security ID: 37940X102 Ticker: GPN | |||
Meeting Date: 27-Apr-23 | |||
Elect Director F. Thaddeus Arroyo | Management | For | Voted - For |
Elect Director Robert H.B. Baldwin, Jr. | Management | For | Voted - For |
Elect Director John G. Bruno | Management | For | Voted - For |
Elect Director Joia M. Johnson | Management | For | Voted - For |
Elect Director Ruth Ann Marshall | Management | For | Voted - For |
Elect Director Connie D. McDaniel | Management | For | Voted - For |
Elect Director Joseph H. Osnoss | Management | For | Voted - For |
Elect Director William B. Plummer | Management | For | Voted - For |
Elect Director Jeffrey S. Sloan | Management | For | Voted - For |
Elect Director John T. Turner | Management | For | Voted - For |
Elect Director M. Troy Woods | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
GLOBANT SA | |||
Security ID: L44385109 Ticker: GLOB | |||
Meeting Date: 19-Apr-23 | |||
Approve Consolidated Financial Statements and | |||
Statutory Reports | Management | For | Do Not Vote |
Approve Financial Statements and Statutory Reports | Management | For | Do Not Vote |
Approve Allocation of Income | Management | For | Do Not Vote |
Approve Discharge of Directors | Management | For | Do Not Vote |
Approve Remuneration of Directors | Management | For | Do Not Vote |
Appoint PricewaterhouseCoopers, Societe Cooperative | |||
as Auditor for Annual Accounts and EU IFRS | |||
Consolidated Accounts | Management | For | Do Not Vote |
Appoint Price Waterhouse & Co. S.R.L. as Auditor | |||
for IFRS Consolidated Accounts | Management | For | Do Not Vote |
Reelect Linda Rottenberg as Director | Management | For | Do Not Vote |
Reelect Martin Umaran as Director | Management | For | Do Not Vote |
Reelect Guibert Englebienne as Director | Management | For | Do Not Vote |
Increase Authorized Share Capital and Amend | |||
Articles of Association | Management | For | Do Not Vote |
361
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
GLOBE LIFE INC. | |||
Security ID: 37959E102 Ticker: GL | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Linda L. Addison | Management | For | Voted - For |
Elect Director Marilyn A. Alexander | Management | For | Voted - For |
Elect Director Cheryl D. Alston | Management | For | Voted - For |
Elect Director Mark A. Blinn | Management | For | Voted - For |
Elect Director James P. Brannen | Management | For | Voted - For |
Elect Director Jane Buchan | Management | For | Voted - For |
Elect Director Alice S. Cho | Management | For | Voted - For |
Elect Director J. Matthew Darden | Management | For | Voted - For |
Elect Director Steven P. Johnson | Management | For | Voted - For |
Elect Director David A. Rodriguez | Management | For | Voted - For |
Elect Director Frank M. Svoboda | Management | For | Voted - For |
Elect Director Mary E. Thigpen | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Officers | Management | For | Voted - For |
GODADDY INC. | |||
Security ID: 380237107 Ticker: GDDY | |||
Meeting Date: 07-Jun-23 | |||
Elect Director Mark Garrett | Management | For | Voted - For |
Elect Director Srinivas (Srini) Tallapragada | Management | For | Voted - For |
Elect Director Sigal Zarmi | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
GRACO INC. | |||
Security ID: 384109104 Ticker: GGG | |||
Meeting Date: 28-Apr-23 | |||
Elect Director Lee R. Mitau | Management | For | Voted - For |
Elect Director Martha A. Morfitt | Management | For | Voted - For |
Elect Director Mark W. Sheahan | Management | For | Voted - For |
Elect Director Kevin J. Wheeler | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
362
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
HALLIBURTON COMPANY | |||
Security ID: 406216101 Ticker: HAL | |||
Meeting Date: 17-May-23 | |||
Elect Director Abdulaziz F. Al Khayyal | Management | For | Voted - For |
Elect Director William E. Albrecht | Management | For | Voted - For |
Elect Director M. Katherine Banks | Management | For | Voted - For |
Elect Director Alan M. Bennett | Management | For | Voted - For |
Elect Director Milton Carroll | Management | For | Voted - For |
Elect Director Earl M. Cummings | Management | For | Voted - For |
Elect Director Murry S. Gerber | Management | For | Voted - For |
Elect Director Robert A. Malone | Management | For | Voted - For |
Elect Director Jeffrey A. Miller | Management | For | Voted - For |
Elect Director Bhavesh V. (Bob) Patel | Management | For | Voted - For |
Elect Director Maurice S. Smith | Management | For | Voted - For |
Elect Director Janet L. Weiss | Management | For | Voted - For |
Elect Director Tobi M. Edwards Young | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Limit the | |||
Liability of Certain Officers | Management | For | Voted - For |
Amend Certificate of Incorporation | Management | For | Voted - For |
HASBRO, INC. | |||
Security ID: 418056107 Ticker: HAS | |||
Meeting Date: 18-May-23 | |||
Elect Director Michael R. Burns | Management | For | Voted - For |
Elect Director Hope F. Cochran | Management | For | Voted - For |
Elect Director Christian P. Cocks | Management | For | Voted - For |
Elect Director Lisa Gersh | Management | For | Voted - For |
Elect Director Elizabeth Hamren | Management | For | Voted - For |
Elect Director Blake Jorgensen | Management | For | Voted - For |
Elect Director Tracy A. Leinbach | Management | For | Voted - For |
Elect Director Laurel J. Richie | Management | For | Voted - For |
Elect Director Richard S. Stoddart | Management | For | Voted - For |
Elect Director Mary Beth West | Management | For | Voted - For |
Elect Director Linda Zecher Higgins | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
363
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
HCA HEALTHCARE, INC. | |||
Security ID: 40412C101 Ticker: HCA | |||
Meeting Date: 19-Apr-23 | |||
Elect Director Thomas F. Frist, III | Management | For | Voted - For |
Elect Director Samuel N. Hazen | Management | For | Voted - For |
Elect Director Meg G. Crofton | Management | For | Voted - For |
Elect Director Robert J. Dennis | Management | For | Voted - For |
Elect Director Nancy-Ann DeParle | Management | For | Voted - For |
Elect Director William R. Frist | Management | For | Voted - For |
Elect Director Hugh F. Johnston | Management | For | Voted - For |
Elect Director Michael W. Michelson | Management | For | Voted - For |
Elect Director Wayne J. Riley | Management | For | Voted - For |
Elect Director Andrea B. Smith | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Approve Nonqualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Report on Political Contributions and Expenditures | Shareholder | Against | Voted - Against |
Amend Charter of Patient Safety and Quality of Care | |||
Committee | Shareholder | Against | Voted - For |
HEICO CORPORATION | |||
Security ID: 422806109 Ticker: HEI | |||
Meeting Date: 17-Mar-23 | |||
Elect Director Thomas M. Culligan | Management | For | Voted - For |
Elect Director Carol F. Fine | Management | For | Voted - For |
Elect Director Adolfo Henriques | Management | For | Voted - For |
Elect Director Mark H. Hildebrandt | Management | For | Voted - Withheld |
Elect Director Eric A. Mendelson | Management | For | Voted - For |
Elect Director Laurans A. Mendelson | Management | For | Voted - For |
Elect Director Victor H. Mendelson | Management | For | Voted - For |
Elect Director Julie Neitzel | Management | For | Voted - For |
Elect Director Alan Schriesheim | Management | For | Voted - Withheld |
Elect Director Frank J. Schwitter | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Elect Director Thomas M. Culligan | Management | For | Voted - For |
Elect Director Carol F. Fine | Management | For | Voted - For |
Elect Director Adolfo Henriques | Management | For | Voted - For |
364
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Mark H. Hildebrandt | Management | For | Voted - Withheld |
Elect Director Eric A. Mendelson | Management | For | Voted - For |
Elect Director Laurans A. Mendelson | Management | For | Voted - For |
Elect Director Victor H. Mendelson | Management | For | Voted - For |
Elect Director Julie Neitzel | Management | For | Voted - For |
Elect Director Alan Schriesheim | Management | For | Voted - Withheld |
Elect Director Frank J. Schwitter | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 21-Mar-23 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
HENRY SCHEIN, INC. | |||
Security ID: 806407102 Ticker: HSIC | |||
Meeting Date: 23-May-23 | |||
Elect Director Mohamad Ali | Management | For | Voted - For |
Elect Director Stanley M. Bergman | Management | For | Voted - For |
Elect Director James P. Breslawski | Management | For | Voted - For |
Elect Director Deborah Derby | Management | For | Voted - For |
Elect Director Joseph L. Herring | Management | For | Voted - For |
Elect Director Kurt P. Kuehn | Management | For | Voted - For |
Elect Director Philip A. Laskawy | Management | For | Voted - For |
Elect Director Anne H. Margulies | Management | For | Voted - For |
Elect Director Mark E. Mlotek | Management | For | Voted - For |
Elect Director Steven Paladino | Management | For | Voted - For |
Elect Director Carol Raphael | Management | For | Voted - For |
Elect Director Scott Serota | Management | For | Voted - For |
Elect Director Bradley T. Sheares | Management | For | Voted - For |
Elect Director Reed V. Tuckson | Management | For | Voted - For |
Amend Non-Employee Director Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify BDO USA, LLP as Auditors | Management | For | Voted - For |
HESS CORPORATION | |||
Security ID: 42809H107 Ticker: HES | |||
Meeting Date: 17-May-23 | |||
Elect Director Terrence J. Checki | Management | For | Voted - For |
Elect Director Leonard S. Coleman, Jr. | Management | For | Voted - For |
Elect Director Lisa Glatch | Management | For | Voted - For |
Elect Director John B. Hess | Management | For | Voted - For |
365
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Edith E. Holiday | Management | For | Voted - For |
Elect Director Marc S. Lipschultz | Management | For | Voted - For |
Elect Director Raymond J. McGuire | Management | For | Voted - For |
Elect Director David McManus | Management | For | Voted - For |
Elect Director Kevin O. Meyers | Management | For | Voted - For |
Elect Director Karyn F. Ovelmen | Management | For | Voted - For |
Elect Director James H. Quigley | Management | For | Voted - For |
Elect Director William G. Schrader | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
HEWLETT PACKARD ENTERPRISE COMPANY | |||
Security ID: 42824C109 Ticker: HPE | |||
Meeting Date: 05-Apr-23 | |||
Elect Director Daniel Ammann | Management | For | Voted - For |
Elect Director Pamela L. Carter | Management | For | Voted - For |
Elect Director Frank A. D'Amelio | Management | For | Voted - For |
Elect Director Regina E. Dugan | Management | For | Voted - For |
Elect Director Jean M. Hobby | Management | For | Voted - For |
Elect Director Raymond J. Lane | Management | For | Voted - For |
Elect Director Ann M. Livermore | Management | For | Voted - For |
Elect Director Antonio F. Neri | Management | For | Voted - For |
Elect Director Charles H. Noski | Management | For | Voted - For |
Elect Director Raymond E. Ozzie | Management | For | Voted - For |
Elect Director Gary M. Reiner | Management | For | Voted - For |
Elect Director Patricia F. Russo | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
HF SINCLAIR CORPORATION | |||
Security ID: 403949100 Ticker: DINO | |||
Meeting Date: 24-May-23 | |||
Elect Director Anne-Marie N. Ainsworth | Management | For | Voted - For |
Elect Director Anna C. Catalano | Management | For | Voted - For |
Elect Director Leldon E. Echols | Management | For | Voted - For |
Elect Director Manuel J. Fernandez | Management | For | Voted - For |
Elect Director Timothy Go | Management | For | Voted - For |
Elect Director Rhoman J. Hardy | Management | For | Voted - For |
Elect Director R. Craig Knocke | Management | For | Voted - For |
366
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Robert J. Kostelnik | Management | For | Voted - For |
Elect Director James H. Lee | Management | For | Voted - For |
Elect Director Ross B. Matthews | Management | For | Voted - For |
Elect Director Franklin Myers | Management | For | Voted - For |
Elect Director Norman J. Szydlowski | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
HILTON WORLDWIDE HOLDINGS INC. | |||
Security ID: 43300A203 Ticker: HLT | |||
Meeting Date: 18-May-23 | |||
Elect Director Christopher J. Nassetta | Management | For | Voted - For |
Elect Director Jonathan D. Gray | Management | For | Voted - For |
Elect Director Charlene T. Begley | Management | For | Voted - For |
Elect Director Chris Carr | Management | For | Voted - For |
Elect Director Melanie L. Healey | Management | For | Voted - For |
Elect Director Raymond E. Mabus, Jr. | Management | For | Voted - For |
Elect Director Judith A. McHale | Management | For | Voted - For |
Elect Director Elizabeth A. Smith | Management | For | Voted - For |
Elect Director Douglas M. Steenland | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
HOLOGIC, INC. | |||
Security ID: 436440101 Ticker: HOLX | |||
Meeting Date: 09-Mar-23 | |||
Elect Director Stephen P. MacMillan | Management | For | Voted - For |
Elect Director Sally W. Crawford | Management | For | Voted - Against |
Elect Director Charles J. Dockendorff | Management | For | Voted - For |
Elect Director Scott T. Garrett | Management | For | Voted - Against |
Elect Director Ludwig N. Hantson | Management | For | Voted - Against |
Elect Director Namal Nawana | Management | For | Voted - Against |
Elect Director Christiana Stamoulis | Management | For | Voted - For |
Elect Director Stacey D. Stewart | Management | For | Voted - For |
Elect Director Amy M. Wendell | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
367
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
HONEYWELL INTERNATIONAL INC. | |||
Security ID: 438516106 Ticker: HON | |||
Meeting Date: 19-May-23 | |||
Elect Director Darius Adamczyk | Management | For | Voted - For |
Elect Director Duncan Angove | Management | For | Voted - For |
Elect Director William S. Ayer | Management | For | Voted - For |
Elect Director Kevin Burke | Management | For | Voted - For |
Elect Director D. Scott Davis | Management | For | Voted - For |
Elect Director Deborah Flint | Management | For | Voted - For |
Elect Director Vimal Kapur | Management | For | Voted - For |
Elect Director Rose Lee | Management | For | Voted - For |
Elect Director Grace Lieblein | Management | For | Voted - For |
Elect Director Robin L. Washington | Management | For | Voted - For |
Elect Director Robin Watson | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Issue Environmental Justice Report | Shareholder | Against | Voted - Against |
HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY | |||
Security ID: G46188101 Ticker: HZNP | |||
Meeting Date: 24-Feb-23 | |||
Approve Scheme of Arrangement | Management | For | Voted - For |
Amend Articles of Association | Management | For | Voted - For |
Advisory Vote on Golden Parachutes | Management | For | Voted - For |
Meeting Date: 28-Feb-23 | |||
Adjourn Meeting | Management | For | Voted - For |
HORMEL FOODS CORPORATION | |||
Security ID: 440452100 Ticker: HRL | |||
Meeting Date: 31-Jan-23 | |||
Elect Director Prama Bhatt | Management | For | Voted - For |
Elect Director Gary C. Bhojwani | Management | For | Voted - For |
Elect Director Stephen M. Lacy | Management | For | Voted - For |
Elect Director Elsa A. Murano | Management | For | Voted - For |
Elect Director Susan K. Nestegard | Management | For | Voted - For |
368
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director William A. Newlands | Management | For | Voted - For |
Elect Director Christopher J. Policinski | Management | For | Voted - For |
Elect Director Jose Luis Prado | Management | For | Voted - For |
Elect Director Sally J. Smith | Management | For | Voted - For |
Elect Director James P. Snee | Management | For | Voted - For |
Elect Director Steven A. White | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 01-Feb-23 | |||
Comply with World Health Organization Guidelines on | |||
Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Voted - Against |
HOWMET AEROSPACE INC. | |||
Security ID: 443201108 Ticker: HWM | |||
Meeting Date: 17-May-23 | |||
Elect Director James F. Albaugh | Management | For | Voted - For |
Elect Director Amy E. Alving | Management | For | Voted - For |
Elect Director Sharon R. Barner | Management | For | Voted - For |
Elect Director Joseph S. Cantie | Management | For | Voted - For |
Elect Director Robert F. Leduc | Management | For | Voted - For |
Elect Director David J. Miller | Management | For | Voted - For |
Elect Director Jody G. Miller | Management | For | Voted - For |
Elect Director John C. Plant | Management | For | Voted - For |
Elect Director Ulrich R. Schmidt | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Provide Right to Call a Special Meeting at a 10 | |||
Percent Ownership Threshold | Shareholder | Against | Voted - Against |
HP INC. | |||
Security ID: 40434L105 Ticker: HPQ | |||
Meeting Date: 24-Apr-23 | |||
Elect Director Aida M. Alvarez | Management | For | Voted - For |
Elect Director Shumeet Banerji | Management | For | Voted - For |
Elect Director Robert R. Bennett | Management | For | Voted - For |
Elect Director Charles "Chip" V. Bergh | Management | For | Voted - For |
Elect Director Bruce Broussard | Management | For | Voted - For |
Elect Director Stacy Brown-Philpot | Management | For | Voted - Against |
Elect Director Stephanie A. Burns | Management | For | Voted - For |
369
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Mary Anne Citrino | Management | For | Voted - For |
Elect Director Richard L. Clemmer | Management | For | Voted - For |
Elect Director Enrique J. Lores | Management | For | Voted - For |
Elect Director Judith "Jami" Miscik | Management | For | Voted - For |
Elect Director Kim K.W. Rucker | Management | For | Voted - For |
Elect Director Subra Suresh | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 25-Apr-23 | |||
Provide Right to Act by Written Consent | Shareholder | Against | Voted - Against |
HUBBELL INCORPORATED | |||
Security ID: 443510607 Ticker: HUBB | |||
Meeting Date: 02-May-23 | |||
Elect Director Gerben W. Bakker | Management | For | Voted - For |
Elect Director Carlos M. Cardoso | Management | For | Voted - For |
Elect Director Anthony J. Guzzi | Management | For | Voted - For |
Elect Director Rhett A. Hernandez | Management | For | Voted - For |
Elect Director Neal J. Keating | Management | For | Voted - For |
Elect Director Bonnie C. Lind | Management | For | Voted - For |
Elect Director John F. Malloy | Management | For | Voted - For |
Elect Director Jennifer M. Pollino | Management | For | Voted - For |
Elect Director John G. Russell | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
HUBSPOT, INC. | |||
Security ID: 443573100 Ticker: HUBS | |||
Meeting Date: 06-Jun-23 | |||
Elect Director Nick Caldwell | Management | For | Voted - Against |
Elect Director Claire Hughes Johnson | Management | For | Voted - Against |
Elect Director Jay Simons | Management | For | Voted - Against |
Elect Director Yamini Rangan | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
370
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
HUMANA INC. | |||
Security ID: 444859102 Ticker: HUM | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Raquel C. Bono | Management | For | Voted - For |
Elect Director Bruce D. Broussard | Management | For | Voted - For |
Elect Director Frank A. D'Amelio | Management | For | Voted - For |
Elect Director David T. Feinberg | Management | For | Voted - For |
Elect Director Wayne A. I. Frederick | Management | For | Voted - For |
Elect Director John W. Garratt | Management | For | Voted - For |
Elect Director Kurt J. Hilzinger | Management | For | Voted - For |
Elect Director Karen W. Katz | Management | For | Voted - For |
Elect Director Marcy S. Klevorn | Management | For | Voted - For |
Elect Director William J. McDonald | Management | For | Voted - For |
Elect Director Jorge S. Mesquita | Management | For | Voted - For |
Elect Director Brad D. Smith | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
HUNTINGTON BANCSHARES INCORPORATED | |||
Security ID: 446150104 Ticker: HBAN | |||
Meeting Date: 19-Apr-23 | |||
Elect Director Alanna Y. Cotton | Management | For | Voted - For |
Elect Director Ann B. (Tanny) Crane | Management | For | Voted - For |
Elect Director Gina D. France | Management | For | Voted - For |
Elect Director J. Michael Hochschwender | Management | For | Voted - For |
Elect Director Richard H. King | Management | For | Voted - For |
Elect Director Katherine M. A. (Allie) Kline | Management | For | Voted - For |
Elect Director Richard W. Neu | Management | For | Voted - For |
Elect Director Kenneth J. Phelan | Management | For | Voted - For |
Elect Director David L. Porteous | Management | For | Voted - For |
Elect Director Roger J. Sit | Management | For | Voted - For |
Elect Director Stephen D. Steinour | Management | For | Voted - For |
Elect Director Jeffrey L. Tate | Management | For | Voted - For |
Elect Director Gary Torgow | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
371
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
HUNTINGTON INGALLS INDUSTRIES, INC. | |||
Security ID: 446413106 Ticker: HII | |||
Meeting Date: 02-May-23 | |||
Elect Director Augustus L. Collins | Management | For | Voted - For |
Elect Director Leo P. Denault | Management | For | Voted - For |
Elect Director Kirkland H. Donald | Management | For | Voted - For |
Elect Director Victoria D. Harker | Management | For | Voted - For |
Elect Director Frank R. Jimenez | Management | For | Voted - For |
Elect Director Christopher D. Kastner | Management | For | Voted - For |
Elect Director Anastasia D. Kelly | Management | For | Voted - For |
Elect Director Tracy B. McKibben | Management | For | Voted - For |
Elect Director Stephanie L. O'Sullivan | Management | For | Voted - For |
Elect Director Thomas C. Schievelbein | Management | For | Voted - For |
Elect Director John K. Welch | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
HYATT HOTELS CORPORATION | |||
Security ID: 448579102 Ticker: H | |||
Meeting Date: 17-May-23 | |||
Elect Director Paul D. Ballew | Management | For | Voted - For |
Elect Director Mark S. Hoplamazian | Management | For | Voted - For |
Elect Director Cary D. McMillan | Management | For | Voted - Withheld |
Elect Director Michael A. Rocca | Management | For | Voted - For |
Elect Director Thomas J. Pritzker | Management | For | Voted - Withheld |
Elect Director Heidi O'Neill | Management | For | Voted - For |
Elect Director Richard C. Tuttle | Management | For | Voted - Withheld |
Elect Director James H. Wooten, Jr. | Management | For | Voted - For |
Elect Director Susan D. Kronick | Management | For | Voted - For |
Elect Director Dion Camp Sanders | Management | For | Voted - For |
Elect Director Jason Pritzker | Management | For | Voted - Withheld |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus and Qualified Employee Stock Purchase | |||
Plan | Management | For | Voted - For |
372
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
IDEX CORPORATION | |||
Security ID: 45167R104 Ticker: IEX | |||
Meeting Date: 25-May-23 | |||
Elect Director Katrina L. Helmkamp | Management | For | Voted - For |
Elect Director Mark A. Beck | Management | For | Voted - For |
Elect Director Carl R. Christenson | Management | For | Voted - For |
Elect Director Alejandro Quiroz Centeno | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Hiring of Persons with Arrest or | |||
Incarceration Records | Shareholder | Against | Voted - Against |
IDEXX LABORATORIES, INC. | |||
Security ID: 45168D104 Ticker: IDXX | |||
Meeting Date: 17-May-23 | |||
Elect Director Daniel M. Junius | Management | For | Voted - For |
Elect Director Lawrence D. Kingsley | Management | For | Voted - For |
Elect Director Sophie V. Vandebroek | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
ILLINOIS TOOL WORKS INC. | |||
Security ID: 452308109 Ticker: ITW | |||
Meeting Date: 05-May-23 | |||
Elect Director Daniel J. Brutto | Management | For | Voted - For |
Elect Director Susan Crown | Management | For | Voted - For |
Elect Director Darell L. Ford | Management | For | Voted - For |
Elect Director Kelly J. Grier | Management | For | Voted - For |
Elect Director James W. Griffith | Management | For | Voted - For |
Elect Director Jay L. Henderson | Management | For | Voted - For |
Elect Director Richard H. Lenny | Management | For | Voted - For |
Elect Director E. Scott Santi | Management | For | Voted - For |
Elect Director David B. Smith, Jr. | Management | For | Voted - For |
Elect Director Pamela B. Strobel | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
373
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
INCYTE CORPORATION | |||
Security ID: 45337C102 Ticker: INCY | |||
Meeting Date: 14-Jun-23 | |||
Elect Director Julian C. Baker | Management | For | Voted - For |
Elect Director Jean-Jacques Bienaime | Management | For | Voted - For |
Elect Director Otis W. Brawley | Management | For | Voted - For |
Elect Director Paul J. Clancy | Management | For | Voted - For |
Elect Director Jacqualyn A. Fouse | Management | For | Voted - For |
Elect Director Edmund P. Harrigan | Management | For | Voted - For |
Elect Director Katherine A. High | Management | For | Voted - For |
Elect Director Herve Hoppenot | Management | For | Voted - For |
Elect Director Susanne Schaffert | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
INGERSOLL RAND INC. | |||
Security ID: 45687V106 Ticker: IR | |||
Meeting Date: 15-Jun-23 | |||
Elect Director Vicente Reynal | Management | For | Voted - For |
Elect Director William P. Donnelly | Management | For | Voted - For |
Elect Director Kirk E. Arnold | Management | For | Voted - For |
Elect Director Gary D. Forsee | Management | For | Voted - For |
Elect Director Jennifer Hartsock | Management | For | Voted - For |
Elect Director John Humphrey | Management | For | Voted - For |
Elect Director Marc E. Jones | Management | For | Voted - For |
Elect Director Mark Stevenson | Management | For | Voted - For |
Elect Director Michael Stubblefield | Management | For | Voted - For |
Elect Director Tony L. White | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
374
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
INSULET CORPORATION | |||
Security ID: 45784P101 Ticker: PODD | |||
Meeting Date: 23-May-23 | |||
Elect Director Luciana Borio | Management | For | Voted - For |
Elect Director Michael R. Minogue | Management | For | Voted - For |
Elect Director Corinne H. Nevinny | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Grant Thornton LLP as Auditors | Management | For | Voted - For |
INTEL CORPORATION | |||
Security ID: 458140100 Ticker: INTC | |||
Meeting Date: 11-May-23 | |||
Elect Director Patrick P. Gelsinger | Management | For | Voted - For |
Elect Director James J. Goetz | Management | For | Voted - For |
Elect Director Andrea J. Goldsmith | Management | For | Voted - For |
Elect Director Alyssa H. Henry | Management | For | Voted - For |
Elect Director Omar Ishrak | Management | For | Voted - For |
Elect Director Risa Lavizzo-Mourey | Management | For | Voted - For |
Elect Director Tsu-Jae King Liu | Management | For | Voted - For |
Elect Director Barbara G. Novick | Management | For | Voted - For |
Elect Director Gregory D. Smith | Management | For | Voted - For |
Elect Director Lip-Bu Tan | Management | For | Voted - For |
Elect Director Dion J. Weisler | Management | For | Voted - For |
Elect Director Frank D. Yeary | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
Publish Third Party Review of Intel's China | |||
Business ESG Congruence | Shareholder | Against | Voted - Against |
INTERACTIVE BROKERS GROUP, INC. | |||
Security ID: 45841N107 Ticker: IBKR | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Thomas Peterffy | Management | For | Voted - Against |
Elect Director Earl H. Nemser | Management | For | Voted - Against |
Elect Director Milan Galik | Management | For | Voted - Against |
Elect Director Paul J. Brody | Management | For | Voted - Against |
375
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Lawrence E. Harris | Management | For | Voted - For |
Elect Director Philip Uhde | Management | For | Voted - For |
Elect Director William Peterffy | Management | For | Voted - Against |
Elect Director Nicole Yuen | Management | For | Voted - Against |
Elect Director Jill Bright | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - Against |
INTERCONTINENTAL EXCHANGE, INC. | |||
Security ID: 45866F104 Ticker: ICE | |||
Meeting Date: 19-May-23 | |||
Elect Director Sharon Y. Bowen | Management | For | Voted - For |
Elect Director Shantella E. Cooper | Management | For | Voted - For |
Elect Director Duriya M. Farooqui | Management | For | Voted - For |
Elect Director The Right Hon. the Lord Hague of | |||
Richmond | Management | For | Voted - For |
Elect Director Mark F. Mulhern | Management | For | Voted - For |
Elect Director Thomas E. Noonan | Management | For | Voted - For |
Elect Director Caroline L. Silver | Management | For | Voted - For |
Elect Director Jeffrey C. Sprecher | Management | For�� | Voted - For |
Elect Director Judith A. Sprieser | Management | For | Voted - For |
Elect Director Martha A. Tirinnanzi | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Amend Right to Call Special Meeting | Shareholder | Against | Voted - Against |
INTERNATIONAL BUSINESS MACHINES CORPORATION | |||
Security ID: 459200101 Ticker: IBM | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Thomas Buberl | Management | For | Voted - For |
Elect Director David N. Farr | Management | For | Voted - For |
Elect Director Alex Gorsky | Management | For | Voted - For |
Elect Director Michelle J. Howard | Management | For | Voted - For |
Elect Director Arvind Krishna | Management | For | Voted - For |
Elect Director Andrew N. Liveris | Management | For | Voted - For |
Elect Director F. William McNabb, III | Management | For | Voted - For |
Elect Director Martha E. Pollack | Management | For | Voted - For |
Elect Director Joseph R. Swedish | Management | For | Voted - For |
Elect Director Peter R. Voser | Management | For | Voted - For |
376
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Frederick H. Waddell | Management | For | Voted - For |
Elect Director Alfred W. Zollar | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Report on Efforts to Prevent Harassment and | |||
Discrimination in the Workplace | Shareholder | Against | Voted - Against |
INTERNATIONAL FLAVORS & FRAGRANCES INC. | |||
Security ID: 459506101 Ticker: IFF | |||
Meeting Date: 03-May-23 | |||
Elect Director Kathryn J. Boor | Management | For | Voted - For |
Elect Director Barry A. Bruno | Management | For | Voted - For |
Elect Director Frank K. Clyburn, Jr. | Management | For | Voted - For |
Elect Director Mark J. Costa | Management | For | Voted - For |
Elect Director Carol Anthony (John) Davidson | Management | For | Voted - For |
Elect Director Roger W. Ferguson, Jr. | Management | For | Voted - For |
Elect Director John F. Ferraro | Management | For | Voted - For |
Elect Director Christina Gold | Management | For | Voted - For |
Elect Director Gary Hu | Management | For | Voted - For |
Elect Director Kevin O'Byrne | Management | For | Voted - For |
Elect Director Dawn C. Willoughby | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
INTERNATIONAL PAPER COMPANY | |||
Security ID: 460146103 Ticker: IP | |||
Meeting Date: 08-May-23 | |||
Elect Director Christopher M. Connor | Management | For | Voted - For |
Elect Director Ahmet C. Dorduncu | Management | For | Voted - For |
Elect Director Ilene S. Gordon | Management | For | Voted - For |
Elect Director Anders Gustafsson | Management | For | Voted - For |
Elect Director Jacqueline C. Hinman | Management | For | Voted - For |
Elect Director Clinton A. Lewis, Jr. | Management | For | Voted - For |
Elect Director Donald G. (DG) Macpherson | Management | For | Voted - For |
Elect Director Kathryn D. Sullivan | Management | For | Voted - For |
Elect Director Mark S. Sutton | Management | For | Voted - For |
Elect Director Anton V. Vincent | Management | For | Voted - For |
377
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ray G. Young | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
INTUIT INC. | |||
Security ID: 461202103 Ticker: INTU | |||
Meeting Date: 19-Jan-23 | |||
Elect Director Eve Burton | Management | For | Voted - For |
Elect Director Scott D. Cook | Management | For | Voted - For |
Elect Director Richard L. Dalzell | Management | For | Voted - For |
Elect Director Sasan K. Goodarzi | Management | For | Voted - For |
Elect Director Deborah Liu | Management | For | Voted - For |
Elect Director Tekedra Mawakana | Management | For | Voted - For |
Elect Director Suzanne Nora Johnson | Management | For | Voted - For |
Elect Director Thomas Szkutak | Management | For | Voted - For |
Elect Director Raul Vazquez | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Meeting Date: 24-Jan-23 | |||
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
INTUITIVE SURGICAL, INC. | |||
Security ID: 46120E602 Ticker: ISRG | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Craig H. Barratt | Management | For | Voted - For |
Elect Director Joseph C. Beery | Management | For | Voted - For |
Elect Director Gary S. Guthart | Management | For | Voted - For |
Elect Director Amal M. Johnson | Management | For | Voted - For |
Elect Director Don R. Kania | Management | For | Voted - For |
Elect Director Amy L. Ladd | Management | For | Voted - For |
Elect Director Keith R. Leonard, Jr. | Management | For | Voted - For |
Elect Director Alan J. Levy | Management | For | Voted - For |
Elect Director Jami Dover Nachtsheim | Management | For | Voted - For |
Elect Director Monica P. Reed | Management | For | Voted - For |
Elect Director Mark J. Rubash | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
378
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
INVESCO LTD. | |||
Security ID: G491BT108 Ticker: IVZ | |||
Meeting Date: 25-May-23 | |||
Elect Director Sarah E. Beshar | Management | For | Voted - For |
Elect Director Thomas M. Finke | Management | For | Voted - For |
Elect Director Martin L. Flanagan | Management | For | Voted - For |
Elect Director Thomas (Todd) P. Gibbons | Management | For | Voted - For |
Elect Director William (Bill) F. Glavin, Jr. | Management | For | Voted - For |
Elect Director Elizabeth (Beth) S. Johnson | Management | For | Voted - For |
Elect Director Denis Kessler | Management | For | Voted - For |
Elect Director Nigel Sheinwald | Management | For | Voted - For |
Elect Director Paula C. Tolliver | Management | For | Voted - For |
Elect Director G. Richard (Rick) Wagoner, Jr. | Management | For | Voted - For |
Elect Director Christopher C. Womack | Management | For | Voted - For |
Elect Director Phoebe A. Wood | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
IQVIA HOLDINGS INC. | |||
Security ID: 46266C105 Ticker: IQV | |||
Meeting Date: 18-Apr-23 | |||
Elect Director Carol J. Burt | Management | For | Voted - Against |
Elect Director Colleen A. Goggins | Management | For | Voted - For |
Elect Director Sheila A. Stamps | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Provide Right to Call a Special Meeting at a 25 | |||
Percent Ownership Threshold | Management | For | Voted - For |
Provide Right to Call a Special Meeting at a 10 | |||
Percent Ownership Threshold | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
379
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
J.B. HUNT TRANSPORT SERVICES, INC. | |||
Security ID: 445658107 Ticker: JBHT | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Francesca M. Edwardson | Management | For | Voted - For |
Elect Director Wayne Garrison | Management | For | Voted - For |
Elect Director Sharilyn S. Gasaway | Management | For | Voted - For |
Elect Director Thad (John B., III) Hill | Management | For | Voted - For |
Elect Director Bryan Hunt | Management | For | Voted - For |
Elect Director Persio Lisboa | Management | For | Voted - For |
Elect Director John N. Roberts, III | Management | For | Voted - For |
Elect Director James L. Robo | Management | For | Voted - For |
Elect Director Kirk Thompson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
JABIL INC. | |||
Security ID: 466313103 Ticker: JBL | |||
Meeting Date: 26-Jan-23 | |||
Elect Director Anousheh Ansari | Management | For | Voted - For |
Elect Director Christopher S. Holland | Management | For | Voted - For |
Elect Director Mark T. Mondello | Management | For | Voted - For |
Elect Director John C. Plant | Management | For | Voted - For |
Elect Director Steven A. Raymund | Management | For | Voted - Against |
Elect Director Thomas A. Sansone | Management | For | Voted - For |
Elect Director David M. Stout | Management | For | Voted - For |
Elect Director Kathleen A. Walters | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
JACK HENRY & ASSOCIATES, INC. | |||
Security ID: 426281101 Ticker: JKHY | |||
Meeting Date: 15-Nov-22 | |||
Elect Director David B. Foss | Management | For | Voted - For |
Elect Director Matthew C. Flanigan | Management | For | Voted - For |
Elect Director Thomas H. Wilson, Jr. | Management | For | Voted - For |
Elect Director Jacque R. Fiegel | Management | For | Voted - For |
Elect Director Thomas A. Wimsett | Management | For | Voted - For |
Elect Director Laura G. Kelly | Management | For | Voted - For |
Elect Director Shruti S. Miyashiro | Management | For | Voted - For |
380
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Wesley A. Brown | Management | For | Voted - For |
Elect Director Curtis A. Campbell | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
JACOBS SOLUTIONS, INC. | |||
Security ID: 46982L108 Ticker: J | |||
Meeting Date: 24-Jan-23 | |||
Elect Director Steven J. Demetriou | Management | For | Voted - For |
Elect Director Christopher M.T. Thompson | Management | For | Voted - For |
Elect Director Priya Abani | Management | For | Voted - For |
Elect Director Vincent K. Brooks | Management | For | Voted - For |
Elect Director Ralph E. ("Ed") Eberhart | Management | For | Voted - For |
Elect Director Manny Fernandez | Management | For | Voted - For |
Elect Director Georgette D. Kiser | Management | For | Voted - For |
Elect Director Barbara L. Loughran | Management | For | Voted - For |
Elect Director Robert A. McNamara | Management | For | Voted - For |
Elect Director Robert V. Pragada | Management | For | Voted - For |
Elect Director Peter J. Robertson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
JAZZ PHARMACEUTICALS PLC | |||
Security ID: G50871105 Ticker: JAZZ | |||
Meeting Date: 28-Jul-22 | |||
Elect Director Jennifer E. Cook | Management | For | Voted - For |
Elect Director Patrick G. Enright | Management | For | Voted - For |
Elect Director Seamus Mulligan | Management | For | Voted - For |
Elect Director Norbert G. Riedel | Management | For | Voted - For |
Approve KPMG, Dublin as Auditors and Authorize | |||
Board to Fix Their Remuneration | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Authorise Issue of Equity without Pre-emptive Rights | Management | For | Voted - Against |
Adjourn Meeting | Management | For | Voted - Against |
381
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
JEFFERIES FINANCIAL GROUP INC. | |||
Security ID: 47233W109 Ticker: JEF | |||
Meeting Date: 29-Mar-23 | |||
Elect Director Linda L. Adamany | Management | For | Voted - For |
Elect Director Barry J. Alperin | Management | For | Voted - Against |
Elect Director Robert D. Beyer | Management | For | Voted - Against |
Elect Director Matrice Ellis Kirk | Management | For | Voted - For |
Elect Director Brian P. Friedman | Management | For | Voted - For |
Elect Director MaryAnne Gilmartin | Management | For | Voted - Against |
Elect Director Richard B. Handler | Management | For | Voted - For |
Elect Director Thomas W. Jones | Management | For | Voted - For |
Elect Director Jacob M. Katz | Management | For | Voted - For |
Elect Director Michael T. O'Kane | Management | For | Voted - Against |
Elect Director Joseph S. Steinberg | Management | For | Voted - For |
Elect Director Melissa V. Weiler | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Meeting Date: 28-Jun-23 | |||
Authorize a New Class of Common Stock | Management | For | Voted - For |
Adjourn Meeting | Management | For | Voted - For |
JOHNSON & JOHNSON | |||
Security ID: 478160104 Ticker: JNJ | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Darius Adamczyk | Management | For | Voted - For |
Elect Director Mary C. Beckerle | Management | For | Voted - For |
Elect Director D. Scott Davis | Management | For | Voted - For |
Elect Director Jennifer A. Doudna | Management | For | Voted - For |
Elect Director Joaquin Duato | Management | For | Voted - For |
Elect Director Marillyn A. Hewson | Management | For | Voted - For |
Elect Director Paula A. Johnson | Management | For | Voted - For |
Elect Director Hubert Joly | Management | For | Voted - For |
Elect Director Mark B. McClellan | Management | For | Voted - For |
Elect Director Anne M. Mulcahy | Management | For | Voted - For |
Elect Director Mark A. Weinberger | Management | For | Voted - For |
Elect Director Nadja Y. West | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
382
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on Government Financial Support and | |||
Equitable Access to Covid-19 Products | Shareholder | Against | Voted - Against |
Adopt Policy to Include Legal and Compliance Costs | |||
in Incentive Compensation Metrics | Shareholder | Against | Voted - Abstain |
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
JOHNSON CONTROLS INTERNATIONAL PLC | |||
Security ID: G51502105 Ticker: JCI | |||
Meeting Date: 08-Mar-23 | |||
Elect Director Jean Blackwell | Management | For | Voted - For |
Elect Director Pierre Cohade | Management | For | Voted - For |
Elect Director Michael E. Daniels | Management | For | Voted - Against |
Elect Director W. Roy Dunbar | Management | For | Voted - For |
Elect Director Gretchen R. Haggerty | Management | For | Voted - For |
Elect Director Ayesha Khanna | Management | For | Voted - For |
Elect Director Simone Menne | Management | For | Voted - For |
Elect Director George R. Oliver | Management | For | Voted - For |
Elect Director Jurgen Tinggren | Management | For | Voted - For |
Elect Director Mark Vergnano | Management | For | Voted - For |
Elect Director John D. Young | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Authorize Board to Fix Remuneration of Auditors | Management | For | Voted - For |
Authorize Market Purchases of Company Shares | Management | For | Voted - For |
Determine Price Range for Reissuance of Treasury | |||
Shares | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve the Directors' Authority to Allot Shares | Management | For | Voted - For |
Approve the Disapplication of Statutory Pre-Emption | |||
Rights | Management | For | Voted - For |
JONES LANG LASALLE INCORPORATED | |||
Security ID: 48020Q107 Ticker: JLL | |||
Meeting Date: 25-May-23 | |||
Elect Director Hugo Bague | Management | For | Voted - For |
Elect Director Matthew Carter, Jr. | Management | For | Voted - For |
Elect Director Tina Ju | Management | For | Voted - For |
Elect Director Bridget Macaskill | Management | For | Voted - For |
Elect Director Deborah H. McAneny | Management | For | Voted - For |
Elect Director Siddharth (Bobby) N. Mehta | Management | For | Voted - For |
Elect Director Moses Ojeisekhoba | Management | For | Voted - For |
Elect Director Jeetendra (Jeetu) I. Patel | Management | For | Voted - For |
Elect Director Ann Marie Petach | Management | For | Voted - For |
383
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Larry Quinlan | Management | For | Voted - For |
Elect Director Efrain Rivera | Management | For | Voted - For |
Elect Director Christian Ulbrich | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
JPMORGAN CHASE & CO. | |||
Security ID: 46625H100 Ticker: JPM | |||
Meeting Date: 16-May-23 | |||
Elect Director Linda B. Bammann | Management | For | Voted - For |
Elect Director Stephen B. Burke | Management | For | Voted - For |
Elect Director Todd A. Combs | Management | For | Voted - For |
Elect Director James S. Crown | Management | For | Voted - For |
Elect Director Alicia Boler Davis | Management | For | Voted - For |
Elect Director James Dimon | Management | For | Voted - For |
Elect Director Timothy P. Flynn | Management | For | Voted - For |
Elect Director Alex Gorsky | Management | For | Voted - For |
Elect Director Mellody Hobson | Management | For | Voted - For |
Elect Director Michael A. Neal | Management | For | Voted - For |
Elect Director Phebe N. Novakovic | Management | For | Voted - For |
Elect Director Virginia M. Rometty | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
Amend Public Responsibility Committee Charter to | |||
Include Animal Welfare | Shareholder | Against | Voted - Against |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Report on Climate Transition Plan Describing | |||
Efforts to Align Financing Activities with GHG | |||
Targets | Shareholder | Against | Voted - Against |
Report on Risks Related to Discrimination Against | |||
Individuals Including Political Views | Shareholder | Against | Voted - Against |
Report on Political Expenditures Congruence | Shareholder | Against | Voted - Against |
Disclose 2030 Absolute GHG Reduction Targets | |||
Associated with Lending and Underwriting | Shareholder | Against | Voted - Against |
384
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
JUNIPER NETWORKS, INC. | |||
Security ID: 48203R104 Ticker: JNPR | |||
Meeting Date: 10-May-23 | |||
Elect Director Anne DelSanto | Management | For | Voted - For |
Elect Director Kevin DeNuccio | Management | For | Voted - For |
Elect Director James Dolce | Management | For | Voted - For |
Elect Director Steven Fernandez | Management | For | Voted - For |
Elect Director Christine Gorjanc | Management | For | Voted - For |
Elect Director Janet Haugen | Management | For | Voted - Against |
Elect Director Scott Kriens | Management | For | Voted - For |
Elect Director Rahul Merchant | Management | For | Voted - For |
Elect Director Rami Rahim | Management | For | Voted - For |
Elect Director William Stensrud | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
KELLOGG COMPANY | |||
Security ID: 487836108 Ticker: K | |||
Meeting Date: 28-Apr-23 | |||
Elect Director Stephanie A. Burns | Management | For | Voted - For |
Elect Director Steve Cahillane | Management | For | Voted - For |
Elect Director La June Montgomery Tabron | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Civil Rights, Non-Discrimination and | |||
Returns to Merit Audit | Shareholder | Against | Voted - Against |
Report on Median Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
KEURIG DR PEPPER INC. | |||
Security ID: 49271V100 Ticker: KDP | |||
Meeting Date: 12-Jun-23 | |||
Elect Director Robert Gamgort | Management | For | Voted - For |
Elect Director Oray Boston | Management | For | Voted - For |
Elect Director Olivier Goudet | Management | For | Voted - For |
Elect Director Peter Harf | Management | For | Voted - For |
Elect Director Juliette Hickman | Management | For | Voted - For |
Elect Director Paul Michaels | Management | For | Voted - For |
385
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Pamela Patsley | Management | For | Voted - For |
Elect Director Lubomira Rochet | Management | For | Voted - For |
Elect Director Debra Sandler | Management | For | Voted - For |
Elect Director Robert Singer | Management | For | Voted - For |
Elect Director Larry Young | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 13-Jun-23 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
KEYCORP | |||
Security ID: 493267108 Ticker: KEY | |||
Meeting Date: 11-May-23 | |||
Elect Director Alexander M. Cutler | Management | For | Voted - For |
Elect Director H. James Dallas | Management | For | Voted - For |
Elect Director Elizabeth R. Gile | Management | For | Voted - For |
Elect Director Ruth Ann M. Gillis | Management | For | Voted - For |
Elect Director Christopher M. Gorman | Management | For | Voted - For |
Elect Director Robin N. Hayes | Management | For | Voted - For |
Elect Director Carlton L. Highsmith | Management | For | Voted - For |
Elect Director Richard J. Hipple | Management | For | Voted - For |
Elect Director Devina A. Rankin | Management | For | Voted - For |
Elect Director Barbara R. Snyder | Management | For | Voted - For |
Elect Director Richard J. Tobin | Management | For | Voted - For |
Elect Director Todd J. Vasos | Management | For | Voted - For |
Elect Director David K. Wilson | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
KEYSIGHT TECHNOLOGIES, INC. | |||
Security ID: 49338L103 Ticker: KEYS | |||
Meeting Date: 16-Mar-23 | |||
Elect Director Satish C. Dhanasekaran | Management | For | Voted - For |
Elect Director Richard P. Hamada | Management | For | Voted - For |
Elect Director Paul A. Lacouture | Management | For | Voted - For |
Elect Director Kevin A. Stephens | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
386
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 17-Mar-23 | |||
Declassify the Board of Directors | Management | For | Voted - For |
KIMBERLY-CLARK CORPORATION | |||
Security ID: 494368103 Ticker: KMB | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Sylvia M. Burwell | Management | For | Voted - For |
Elect Director John W. Culver | Management | For | Voted - For |
Elect Director Michael D. Hsu | Management | For | Voted - For |
Elect Director Mae C. Jemison | Management | For | Voted - For |
Elect Director S. Todd Maclin | Management | For | Voted - For |
Elect Director Deirdre A. Mahlan | Management | For | Voted - For |
Elect Director Sherilyn S. McCoy | Management | For | Voted - For |
Elect Director Christa S. Quarles | Management | For | Voted - For |
Elect Director Jaime A. Ramirez | Management | For | Voted - For |
Elect Director Dunia A. Shive | Management | For | Voted - For |
Elect Director Mark T. Smucker | Management | For | Voted - For |
Elect Director Michael D. White | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
KINDER MORGAN, INC. | |||
Security ID: 49456B101 Ticker: KMI | |||
Meeting Date: 10-May-23 | |||
Elect Director Richard D. Kinder | Management | For | Voted - For |
Elect Director Steven J. Kean | Management | For | Voted - For |
Elect Director Kimberly A. Dang | Management | For | Voted - For |
Elect Director Ted A. Gardner | Management | For | Voted - For |
Elect Director Anthony W. Hall, Jr. | Management | For | Voted - For |
Elect Director Gary L. Hultquist | Management | For | Voted - For |
Elect Director Ronald L. Kuehn, Jr. | Management | For | Voted - For |
Elect Director Deborah A. Macdonald | Management | For | Voted - For |
Elect Director Michael C. Morgan | Management | For | Voted - For |
Elect Director Arthur C. Reichstetter | Management | For | Voted - For |
Elect Director C. Park Shaper | Management | For | Voted - For |
Elect Director William A. Smith | Management | For | Voted - For |
Elect Director Joel V. Staff | Management | For | Voted - For |
Elect Director Robert F. Vagt | Management | For | Voted - For |
387
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Certain Officers | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
KLA CORPORATION | |||
Security ID: 482480100 Ticker: KLAC | |||
Meeting Date: 02-Nov-22 | |||
Elect Director Robert Calderoni | Management | For | Voted - For |
Elect Director Jeneanne Hanley | Management | For | Voted - For |
Elect Director Emiko Higashi | Management | For | Voted - For |
Elect Director Kevin Kennedy | Management | For | Voted - For |
Elect Director Gary Moore | Management | For | Voted - For |
Elect Director Marie Myers | Management | For | Voted - For |
Elect Director Kiran Patel | Management | For | Voted - For |
Elect Director Victor Peng | Management | For | Voted - For |
Elect Director Robert Rango | Management | For | Voted - For |
Elect Director Richard Wallace | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 03-Nov-22 | |||
Report on GHG Emissions Reduction Targets Aligned | |||
with the Paris Agreement Goal | Shareholder | Against | Voted - Against |
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. | |||
Security ID: 499049104 Ticker: KNX | |||
Meeting Date: 16-May-23 | |||
Elect Director Reid Dove | Management | For | Voted - For |
Elect Director Michael Garnreiter | Management | For | Voted - For |
Elect Director Louis Hobson | Management | For | Voted - For |
Elect Director David Jackson | Management | For | Voted - For |
Elect Director Gary Knight | Management | For | Voted - For |
Elect Director Kevin Knight | Management | For | Voted - For |
Elect Director Kathryn Munro | Management | For | Voted - For |
Elect Director Jessica Powell | Management | For | Voted - For |
Elect Director Roberta Roberts Shank | Management | For | Voted - For |
Elect Director Robert Synowicki, Jr. | Management | For | Voted - For |
Elect Director David Vander Ploeg | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
388
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Grant Thornton LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
L3HARRIS TECHNOLOGIES, INC. | |||
Security ID: 502431109 Ticker: LHX | |||
Meeting Date: 21-Apr-23 | |||
Elect Director Sallie B. Bailey | Management | For | Voted - For |
Elect Director Peter W. Chiarelli | Management | For | Voted - For |
Elect Director Thomas A. Dattilo | Management | For | Voted - For |
Elect Director Roger B. Fradin | Management | For | Voted - For |
Elect Director Joanna L. Geraghty | Management | For | Voted - For |
Elect Director Harry B. Harris, Jr. | Management | For | Voted - For |
Elect Director Lewis Hay, III | Management | For | Voted - For |
Elect Director Christopher E. Kubasik | Management | For | Voted - For |
Elect Director Rita S. Lane | Management | For | Voted - For |
Elect Director Robert B. Millard | Management | For | Voted - For |
Elect Director Edward A. Rice, Jr. | Management | For | Voted - For |
Elect Director Christina L. Zamarro | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
LABORATORY CORPORATION OF AMERICA HOLDINGS | |||
Security ID: 50540R409 Ticker: LH | |||
Meeting Date: 11-May-23 | |||
Elect Director Kerrii B. Anderson | Management | For | Voted - For |
Elect Director Jean-Luc Belingard | Management | For | Voted - For |
Elect Director Jeffrey A. Davis | Management | For | Voted - For |
Elect Director D. Gary Gilliland | Management | For | Voted - For |
Elect Director Kirsten M. Kliphouse | Management | For | Voted - For |
Elect Director Garheng Kong | Management | For | Voted - For |
Elect Director Peter M. Neupert | Management | For | Voted - For |
Elect Director Richelle P. Parham | Management | For | Voted - For |
Elect Director Adam H. Schechter | Management | For | Voted - For |
Elect Director Kathryn E. Wengel | Management | For | Voted - For |
Elect Director R. Sanders Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
389
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Report on Transport of Nonhuman Primates Within the | |||
U.S. | Shareholder | Against | Voted - Against |
Report on Risks Related to Fulfilling Information | |||
Requests for Enforcing Laws Criminalizing Abortion | |||
Access | Shareholder | Against | Voted - Against |
LAM RESEARCH CORPORATION | |||
Security ID: 512807108 Ticker: LRCX | |||
Meeting Date: 08-Nov-22 | |||
Elect Director Sohail U. Ahmed | Management | For | Voted - For |
Elect Director Timothy M. Archer | Management | For | Voted - For |
Elect Director Eric K. Brandt | Management | For | Voted - For |
Elect Director Michael R. Cannon | Management | For | Voted - For |
Elect Director Bethany J. Mayer | Management | For | Voted - For |
Elect Director Jyoti K. Mehra | Management | For | Voted - For |
Elect Director Abhijit Y. Talwalkar | Management | For | Voted - For |
Elect Director Lih Shyng (Rick L.) Tsai | Management | For | Voted - For |
Elect Director Leslie F. Varon | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 09-Nov-22 | |||
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
LAMB WESTON HOLDINGS, INC. | |||
Security ID: 513272104 Ticker: LW | |||
Meeting Date: 29-Sep-22 | |||
Elect Director Peter J. Bensen | Management | For | Voted - For |
Elect Director Charles A. Blixt | Management | For | Voted - For |
Elect Director Robert J. Coviello | Management | For | Voted - For |
Elect Director Andre J. Hawaux | Management | For | Voted - For |
Elect Director W.G. Jurgensen | Management | For | Voted - For |
Elect Director Thomas P. Maurer | Management | For | Voted - For |
Elect Director Hala G. Moddelmog | Management | For | Voted - For |
Elect Director Robert A. Niblock | Management | For | Voted - For |
Elect Director Maria Renna Sharpe | Management | For | Voted - For |
Elect Director Thomas P. Werner | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Meeting Date: 06-Oct-22 | |||
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
390
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
LAS VEGAS SANDS CORP. | |||
Security ID: 517834107 Ticker: LVS | |||
Meeting Date: 11-May-23 | |||
Elect Director Robert G. Goldstein | Management | For | Voted - Withheld |
Elect Director Patrick Dumont | Management | For | Voted - Withheld |
Elect Director Irwin Chafetz | Management | For | Voted - Withheld |
Elect Director Micheline Chau | Management | For | Voted - Withheld |
Elect Director Charles D. Forman | Management | For | Voted - Withheld |
Elect Director Nora M. Jordan | Management | For | Voted - Withheld |
Elect Director Lewis Kramer | Management | For | Voted - Withheld |
Elect Director David F. Levi | Management | For | Voted - Withheld |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Disclose Board Skills and Diversity Matrix | Shareholder | Against | Voted - Against |
LEAR CORPORATION | |||
Security ID: 521865204 Ticker: LEA | |||
Meeting Date: 18-May-23 | |||
Elect Director Mei-Wei Cheng | Management | For | Voted - For |
Elect Director Jonathan F. Foster | Management | For | Voted - For |
Elect Director Bradley M. Halverson | Management | For | Voted - For |
Elect Director Mary Lou Jepsen | Management | For | Voted - For |
Elect Director Roger A. Krone | Management | For | Voted - For |
Elect Director Patricia L. Lewis | Management | For | Voted - For |
Elect Director Kathleen A. Ligocki | Management | For | Voted - For |
Elect Director Conrad L. Mallett, Jr. | Management | For | Voted - For |
Elect Director Raymond E. Scott | Management | For | Voted - For |
Elect Director Gregory C. Smith | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
LEIDOS HOLDINGS, INC. | |||
Security ID: 525327102 Ticker: LDOS | |||
Meeting Date: 28-Apr-23 | |||
Elect Director Thomas A. Bell | Management | For | Voted - For |
Elect Director Gregory R. Dahlberg | Management | For | Voted - For |
Elect Director David G. Fubini | Management | For | Voted - For |
391
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Noel B. Geer | Management | For | Voted - For |
Elect Director Miriam E. John | Management | For | Voted - For |
Elect Director Robert C. Kovarik, Jr. | Management | For | Voted - For |
Elect Director Harry M. J. Kraemer, Jr. | Management | For | Voted - For |
Elect Director Gary S. May | Management | For | Voted - For |
Elect Director Surya N. Mohapatra | Management | For | Voted - For |
Elect Director Patrick M. Shanahan | Management | For | Voted - For |
Elect Director Robert S. Shapard | Management | For | Voted - For |
Elect Director Susan M. Stalnecker | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Political Expenditures Congruence | Shareholder | Against | Voted - Against |
Meeting Date: 01-May-23 | |||
Require Independent Board Chair | Shareholder | Against | Voted - Against |
LENNAR CORPORATION | |||
Security ID: 526057104 Ticker: LEN | |||
Meeting Date: 12-Apr-23 | |||
Elect Director Amy Banse | Management | For | Voted - Against |
Elect Director Rick Beckwitt | Management | For | Voted - For |
Elect Director Tig Gilliam | Management | For | Voted - Against |
Elect Director Sherrill W. Hudson | Management | For | Voted - Against |
Elect Director Jonathan M. Jaffe | Management | For | Voted - For |
Elect Director Sidney Lapidus | Management | For | Voted - For |
Elect Director Teri P. McClure | Management | For | Voted - Against |
Elect Director Stuart Miller | Management | For | Voted - Against |
Elect Director Armando Olivera | Management | For | Voted - For |
Elect Director Jeffrey Sonnenfeld | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Approve Recapitalization Plan for all Stock to Have | |||
One-vote per Share | Shareholder | Against | Voted - For |
Elect Director Amy Banse | Management | For | Voted - Against |
Elect Director Rick Beckwitt | Management | For | Voted - For |
Elect Director Tig Gilliam | Management | For | Voted - Against |
Elect Director Sherrill W. Hudson | Management | For | Voted - Against |
Elect Director Jonathan M. Jaffe | Management | For | Voted - For |
Elect Director Sidney Lapidus | Management | For | Voted - For |
Elect Director Teri P. McClure | Management | For | Voted - Against |
Elect Director Stuart Miller | Management | For | Voted - Against |
Elect Director Armando Olivera | Management | For | Voted - For |
392
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Jeffrey Sonnenfeld | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Approve Recapitalization Plan for all Stock to Have | |||
One-vote per Share | Shareholder | Against | Voted - For |
LENNOX INTERNATIONAL INC. | |||
Security ID: 526107107 Ticker: LII | |||
Meeting Date: 18-May-23 | |||
Elect Director Janet K. Cooper | Management | For | Voted - For |
Elect Director John W. Norris, III | Management | For | Voted - For |
Elect Director Karen H. Quintos | Management | For | Voted - For |
Elect Director Shane D. Wall | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
LIBERTY MEDIA CORP. | |||
Security ID: 531229854 Ticker: FWONK | |||
Meeting Date: 06-Jun-23 | |||
Elect Director Derek Chang | Management | For | Voted - Withheld |
Elect Director Evan D. Malone | Management | For | Voted - For |
Elect Director Larry E. Romrell | Management | For | Voted - Withheld |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
LINCOLN ELECTRIC HOLDINGS, INC. | |||
Security ID: 533900106 Ticker: LECO | |||
Meeting Date: 19-Apr-23 | |||
Elect Director Brian D. Chambers | Management | For | Voted - For |
Elect Director Curtis E. Espeland | Management | For | Voted - For |
Elect Director Patrick P. Goris | Management | For | Voted - For |
Elect Director Michael F. Hilton | Management | For | Voted - For |
Elect Director Kathryn Jo Lincoln | Management | For | Voted - For |
Elect Director Christopher L. Mapes | Management | For | Voted - For |
Elect Director Phillip J. Mason | Management | For | Voted - For |
Elect Director Ben P. Patel | Management | For | Voted - For |
Elect Director Hellene S. Runtagh | Management | For | Voted - For |
Elect Director Kellye L. Walker | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
393
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Approve Non-Employee Director Omnibus Stock Plan | Management | For | Voted - For |
LINDE PLC | |||
Security ID: G5494J103 Ticker: LIN | |||
Meeting Date: 25-Jul-22 | |||
Elect Director Stephen F. Angel | Management | For | Voted - For |
Elect Director Sanjiv Lamba | Management | For | Voted - For |
Elect Director Ann-Kristin Achleitner | Management | For | Voted - For |
Elect Director Thomas Enders | Management | For | Voted - For |
Elect Director Edward G. Galante | Management | For | Voted - For |
Elect Director Joe Kaeser | Management | For | Voted - For |
Elect Director Victoria E. Ossadnik | Management | For | Voted - For |
Elect Director Martin H. Richenhagen | Management | For | Voted - For |
Elect Director Alberto Weisser | Management | For | Voted - For |
Elect Director Robert L. Wood | Management | For | Voted - For |
Ratify PricewaterhouseCoopers as Auditors | Management | For | Voted - For |
Authorise Board to Fix Remuneration of Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Approve Remuneration Report | Management | For | Voted - Against |
Determine Price Range for Reissuance of Treasury | |||
Shares | Management | For | Voted - For |
Meeting Date: 26-Jul-22 | |||
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Meeting Date: 18-Jan-23 | |||
Approve Scheme of Arrangement | Management | For | Voted - For |
Amend Articles of Association | Management | For | Voted - For |
Approve Common Draft Terms of Merger | Management | For | Voted - For |
Meeting Date: 19-Jan-23 | |||
Approve Scheme of Arrangement | Management | For | Voted - For |
LIVE NATION ENTERTAINMENT, INC. | |||
Security ID: 538034109 Ticker: LYV | |||
Meeting Date: 09-Jun-23 | |||
Elect Director Maverick Carter | Management | For | Voted - For |
394
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ping Fu | Management | For | Voted - Against |
Elect Director Jeffrey T. Hinson | Management | For | Voted - For |
Elect Director Chad Hollingsworth | Management | For | Voted - For |
Elect Director James Iovine | Management | For | Voted - For |
Elect Director James S. Kahan | Management | For | Voted - For |
Elect Director Gregory B. Maffei | Management | For | Voted - Against |
Elect Director Randall T. Mays | Management | For | Voted - For |
Elect Director Richard A. Paul | Management | For | Voted - For |
Elect Director Michael Rapino | Management | For | Voted - For |
Elect Director Latriece Watkins | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
LKQ CORPORATION | |||
Security ID: 501889208 Ticker: LKQ | |||
Meeting Date: 09-May-23 | |||
Elect Director Patrick Berard | Management | For | Voted - For |
Elect Director Meg A. Divitto | Management | For | Voted - For |
Elect Director Joseph M. Holsten | Management | For | Voted - For |
Elect Director Blythe J. McGarvie | Management | For | Voted - For |
Elect Director John W. Mendel | Management | For | Voted - For |
Elect Director Jody G. Miller | Management | For | Voted - For |
Elect Director Guhan Subramanian | Management | For | Voted - For |
Elect Director Xavier Urbain | Management | For | Voted - For |
Elect Director Dominick Zarcone | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
LOCKHEED MARTIN CORPORATION | |||
Security ID: 539830109 Ticker: LMT | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Daniel F. Akerson | Management | For | Voted - For |
Elect Director David B. Burritt | Management | For | Voted - For |
Elect Director Bruce A. Carlson | Management | For | Voted - For |
Elect Director John M. Donovan | Management | For | Voted - For |
Elect Director Joseph F. Dunford, Jr. | Management | For | Voted - For |
Elect Director James O. Ellis, Jr. | Management | For | Voted - For |
Elect Director Thomas J. Falk | Management | For | Voted - For |
Elect Director Ilene S. Gordon | Management | For | Voted - For |
Elect Director Vicki A. Hollub | Management | For | Voted - For |
395
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Jeh C. Johnson | Management | For | Voted - For |
Elect Director Debra L. Reed-Klages | Management | For | Voted - For |
Elect Director James D. Taiclet | Management | For | Voted - For |
Elect Director Patricia E. Yarrington | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Human Rights Impact Assessment | Shareholder | Against | Voted - Against |
Report on Efforts to Reduce Full Value Chain GHG | |||
Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Voted - Against |
LOEWS CORPORATION | |||
Security ID: 540424108 Ticker: L | |||
Meeting Date: 09-May-23 | |||
Elect Director Ann E. Berman | Management | For | Voted - For |
Elect Director Joseph L. Bower | Management | For | Voted - For |
Elect Director Charles D. Davidson | Management | For | Voted - For |
Elect Director Charles M. Diker | Management | For | Voted - For |
Elect Director Paul J. Fribourg | Management | For | Voted - For |
Elect Director Walter L. Harris | Management | For | Voted - For |
Elect Director Susan P. Peters | Management | For | Voted - For |
Elect Director Andrew H. Tisch | Management | For | Voted - For |
Elect Director James S. Tisch | Management | For | Voted - For |
Elect Director Jonathan M. Tisch | Management | For | Voted - For |
Elect Director Anthony Welters | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Certain Officers | Management | For | Voted - For |
LOWE'S COMPANIES, INC. | |||
Security ID: 548661107 Ticker: LOW | |||
Meeting Date: 26-May-23 | |||
Elect Director Raul Alvarez | Management | For | Voted - For |
Elect Director David H. Batchelder | Management | For | Voted - For |
Elect Director Scott H. Baxter | Management | For | Voted - For |
Elect Director Sandra B. Cochran | Management | For | Voted - For |
Elect Director Laurie Z. Douglas | Management | For | Voted - For |
Elect Director Richard W. Dreiling | Management | For | Voted - For |
Elect Director Marvin R. Ellison | Management | For | Voted - For |
Elect Director Daniel J. Heinrich | Management | For | Voted - For |
396
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Brian C. Rogers | Management | For | Voted - For |
Elect Director Bertram L. Scott | Management | For | Voted - For |
Elect Director Colleen Taylor | Management | For | Voted - For |
Elect Director Mary Beth West | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
LPL FINANCIAL HOLDINGS INC. | |||
Security ID: 50212V100 Ticker: LPLA | |||
Meeting Date: 11-May-23 | |||
Elect Director Dan H. Arnold | Management | For | Voted - For |
Elect Director Edward C. Bernard | Management | For | Voted - For |
Elect Director H. Paulett Eberhart | Management | For | Voted - For |
Elect Director William F. Glavin, Jr. | Management | For | Voted - For |
Elect Director Albert J. Ko | Management | For | Voted - For |
Elect Director Allison H. Mnookin | Management | For | Voted - For |
Elect Director Anne M. Mulcahy | Management | For | Voted - For |
Elect Director James S. Putnam | Management | For | Voted - For |
Elect Director Richard P. Schifter | Management | For | Voted - For |
Elect Director Corey E. Thomas | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
LULULEMON ATHLETICA INC. | |||
Security ID: 550021109 Ticker: LULU | |||
Meeting Date: 07-Jun-23 | |||
Elect Director Michael Casey | Management | For | Voted - For |
Elect Director Glenn Murphy | Management | For | Voted - For |
Elect Director David Mussafer | Management | For | Voted - For |
Elect Director Isabel Mahe | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
397
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
LUMEN TECHNOLOGIES, INC. | |||
Security ID: 550241103 Ticker: LUMN | |||
Meeting Date: 17-May-23 | |||
Elect Director Quincy L. Allen | Management | For | Voted - For |
Elect Director Martha Helena Bejar | Management | For | Voted - For |
Elect Director Peter C. Brown | Management | For | Voted - For |
Elect Director Kevin P. Chilton | Management | For | Voted - For |
Elect Director Steven T. "Terry" Clontz | Management | For | Voted - For |
Elect Director T. Michael Glenn | Management | For | Voted - For |
Elect Director Kate Johnson | Management | For | Voted - For |
Elect Director Hal Stanley Jones | Management | For | Voted - For |
Elect Director Michael J. Roberts | Management | For | Voted - For |
Elect Director Laurie A. Siegel | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
LYONDELLBASELL INDUSTRIES N.V. | |||
Security ID: N53745100 Ticker: LYB | |||
Meeting Date: 19-May-23 | |||
Elect Director Jacques Aigrain | Management | For | Do Not Vote |
Elect Director Lincoln Benet | Management | For | Do Not Vote |
Elect Director Robin Buchanan | Management | For | Do Not Vote |
Elect Director Anthony (Tony) Chase | Management | For | Do Not Vote |
Elect Director Robert (Bob) Dudley | Management | For | Do Not Vote |
Elect Director Claire Farley | Management | For | Do Not Vote |
Elect Director Rita Griffin | Management | For | Do Not Vote |
Elect Director Michael Hanley | Management | For | Do Not Vote |
Elect Director Virginia Kamsky | Management | For | Do Not Vote |
Elect Director Albert Manifold | Management | For | Do Not Vote |
Elect Director Peter Vanacker | Management | For | Do Not Vote |
Approve Discharge of Directors | Management | For | Do Not Vote |
Adopt Financial Statements and Statutory Reports | Management | For | Do Not Vote |
Ratify PricewaterhouseCoopers Accountants N.V. as | |||
Auditors | Management | For | Do Not Vote |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Do Not Vote |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Do Not Vote |
Advisory Vote on Say on Pay Frequency | Management | For | Do Not Vote |
Authorize Repurchase of Up to 10 Percent of Issued | |||
Share Capital | Management | For | Do Not Vote |
Approve Cancellation of Shares | Management | For | Do Not Vote |
398
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
M&T BANK CORPORATION | |||
Security ID: 55261F104 Ticker: MTB | |||
Meeting Date: 18-Apr-23 | |||
Elect Director John P. Barnes | Management | For | Voted - For |
Elect Director Robert T. Brady | Management | For | Voted - For |
Elect Director Carlton J. Charles | Management | For | Voted - For |
Elect Director Jane Chwick | Management | For | Voted - For |
Elect Director William F. Cruger, Jr. | Management | For | Voted - For |
Elect Director T. Jefferson Cunningham, III | Management | For | Voted - For |
Elect Director Gary N. Geisel | Management | For | Voted - For |
Elect Director Leslie V. Godridge | Management | For | Voted - For |
Elect Director Rene F. Jones | Management | For | Voted - For |
Elect Director Richard H. Ledgett, Jr. | Management | For | Voted - For |
Elect Director Melinda R. Rich | Management | For | Voted - For |
Elect Director Robert E. Sadler, Jr. | Management | For | Voted - For |
Elect Director Denis J. Salamone | Management | For | Voted - For |
Elect Director John R. Scannell | Management | For | Voted - Against |
Elect Director Rudina Seseri | Management | For | Voted - For |
Elect Director Kirk W. Walters | Management | For | Voted - For |
Elect Director Herbert L. Washington | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
MANHATTAN ASSOCIATES, INC. | |||
Security ID: 562750109 Ticker: MANH | |||
Meeting Date: 11-May-23 | |||
Elect Director Eddie Capel | Management | For | Voted - For |
Elect Director Charles E. Moran | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
MARATHON OIL CORPORATION | |||
Security ID: 565849106 Ticker: MRO | |||
Meeting Date: 24-May-23 | |||
Elect Director Chadwick C. Deaton | Management | For | Voted - For |
Elect Director Marcela E. Donadio | Management | For | Voted - For |
Elect Director M. Elise Hyland | Management | For | Voted - For |
399
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Holli C. Ladhani | Management | For | Voted - For |
Elect Director Mark A. McCollum | Management | For | Voted - For |
Elect Director Brent J. Smolik | Management | For | Voted - For |
Elect Director Lee M. Tillman | Management | For | Voted - For |
Elect Director Shawn D. Williams | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
MARATHON PETROLEUM CORPORATION | |||
Security ID: 56585A102 Ticker: MPC | |||
Meeting Date: 26-Apr-23 | |||
Elect Director J. Michael Stice | Management | For | Voted - For |
Elect Director John P. Surma | Management | For | Voted - For |
Elect Director Susan Tomasky | Management | For | Voted - For |
Elect Director Toni Townes-Whitley | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Approve Increase in Size of Board | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Amend Compensation Clawback Policy | Shareholder | Against | Voted - For |
Report on Just Transition | Shareholder | Against | Voted - Against |
Report on Asset Retirement Obligation | Shareholder | Against | Voted - Against |
MARKEL CORPORATION | |||
Security ID: 570535104 Ticker: MKL | |||
Meeting Date: 17-May-23 | |||
Elect Director Mark M. Besca | Management | For | Voted - For |
Elect Director K. Bruce Connell | Management | For | Voted - For |
Elect Director Lawrence A. Cunningham | Management | For | Voted - For |
Elect Director Thomas S. Gayner | Management | For | Voted - For |
Elect Director Greta J. Harris | Management | For | Voted - For |
Elect Director Morgan E. Housel | Management | For | Voted - For |
Elect Director Diane Leopold | Management | For | Voted - For |
Elect Director Anthony F. Markel | Management | For | Voted - For |
Elect Director Steven A. Markel | Management | For | Voted - For |
Elect Director Harold L. Morrison, Jr. | Management | For | Voted - For |
Elect Director Michael O'Reilly | Management | For | Voted - For |
Elect Director A. Lynne Puckett | Management | For | Voted - For |
400
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
MARKETAXESS HOLDINGS INC. | |||
Security ID: 57060D108 Ticker: MKTX | |||
Meeting Date: 07-Jun-23 | |||
Elect Director Richard M. McVey | Management | For | Voted - For |
Elect Director Christopher R. Concannon | Management | For | Voted - For |
Elect Director Nancy Altobello | Management | For | Voted - For |
Elect Director Steven L. Begleiter | Management | For | Voted - For |
Elect Director Stephen P. Casper | Management | For | Voted - For |
Elect Director Jane Chwick | Management | For | Voted - For |
Elect Director William F. Cruger | Management | For | Voted - For |
Elect Director Kourtney Gibson | Management | For | Voted - For |
Elect Director Richard G. Ketchum | Management | For | Voted - For |
Elect Director Emily H. Portney | Management | For | Voted - For |
Elect Director Richard L. Prager | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
MARRIOTT INTERNATIONAL, INC. | |||
Security ID: 571903202 Ticker: MAR | |||
Meeting Date: 12-May-23 | |||
Elect Director Anthony G. Capuano | Management | For | Voted - For |
Elect Director Isabella D. Goren | Management | For | Voted - For |
Elect Director Deborah Marriott Harrison | Management | For | Voted - For |
Elect Director Frederick A. Henderson | Management | For | Voted - For |
Elect Director Eric Hippeau | Management | For | Voted - For |
Elect Director Lauren R. Hobart | Management | For | Voted - For |
Elect Director Debra L. Lee | Management | For | Voted - For |
Elect Director Aylwin B. Lewis | Management | For | Voted - For |
Elect Director David S. Marriott | Management | For | Voted - For |
Elect Director Margaret M. McCarthy | Management | For | Voted - For |
Elect Director Grant F. Reid | Management | For | Voted - For |
Elect Director Horacio D. Rozanski | Management | For | Voted - For |
Elect Director Susan C. Schwab | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
401
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Publish a Congruency Report of Partnerships with | |||
Globalist Organizations | Shareholder | Against | Voted - Against |
Report on Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
MARSH & MCLENNAN COMPANIES, INC. | |||
Security ID: 571748102 Ticker: MMC | |||
Meeting Date: 18-May-23 | |||
Elect Director Anthony K. Anderson | Management | For | Voted - For |
Elect Director John Q. Doyle | Management | For | Voted - For |
Elect Director Hafize Gaye Erkan | Management | For | Voted - For |
Elect Director Oscar Fanjul | Management | For | Voted - For |
Elect Director H. Edward Hanway | Management | For | Voted - For |
Elect Director Judith Hartmann | Management | For | Voted - For |
Elect Director Deborah C. Hopkins | Management | For | Voted - For |
Elect Director Tamara Ingram | Management | For | Voted - For |
Elect Director Jane H. Lute | Management | For | Voted - For |
Elect Director Steven A. Mills | Management | For | Voted - For |
Elect Director Bruce P. Nolop | Management | For | Voted - For |
Elect Director Morton O. Schapiro | Management | For | Voted - For |
Elect Director Lloyd M. Yates | Management | For | Voted - For |
Elect Director Ray G. Young | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
MARTIN MARIETTA MATERIALS, INC. | |||
Security ID: 573284106 Ticker: MLM | |||
Meeting Date: 11-May-23 | |||
Elect Director Dorothy M. Ables | Management | For | Voted - For |
Elect Director Sue W. Cole | Management | For | Voted - For |
Elect Director Anthony R. Foxx | Management | For | Voted - For |
Elect Director John J. Koraleski | Management | For | Voted - For |
Elect Director C. Howard Nye | Management | For | Voted - For |
Elect Director Laree E. Perez | Management | For | Voted - For |
Elect Director Thomas H. Pike | Management | For | Voted - For |
Elect Director Michael J. Quillen | Management | For | Voted - For |
Elect Director Donald W. Slager | Management | For | Voted - For |
Elect Director David C. Wajsgras | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
402
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Adopt GHG Emissions Reduction Targets Aligned with | |||
the Paris Agreement Goal | Shareholder | Against | Voted - Against |
MARVELL TECHNOLOGY, INC. | |||
Security ID: 573874104 Ticker: MRVL | |||
Meeting Date: 16-Jun-23 | |||
Elect Director Sara Andrews | Management | For | Voted - For |
Elect Director W. Tudor Brown | Management | For | Voted - For |
Elect Director Brad W. Buss | Management | For | Voted - For |
Elect Director Rebecca W. House | Management | For | Voted - For |
Elect Director Marachel L. Knight | Management | For | Voted - For |
Elect Director Matthew J. Murphy | Management | For | Voted - For |
Elect Director Michael G. Strachan | Management | For | Voted - For |
Elect Director Robert E. Switz | Management | For | Voted - For |
Elect Director Ford Tamer | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
MASCO CORPORATION | |||
Security ID: 574599106 Ticker: MAS | |||
Meeting Date: 11-May-23 | |||
Elect Director Keith J. Allman | Management | For | Voted - For |
Elect Director Aine L. Denari | Management | For | Voted - For |
Elect Director Christopher A. O'Herlihy | Management | For | Voted - For |
Elect Director Charles K. Stevens, III | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
MASTERBRAND, INC. | |||
Security ID: 57638P104 Ticker: MBC | |||
Meeting Date: 06-Jun-23 | |||
Elect Director R. David Banyard, Jr. | Management | For | Voted - For |
Elect Director Ann Fritz Hackett | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
403
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
MASTERCARD INCORPORATED | |||
Security ID: 57636Q104 Ticker: MA | |||
Meeting Date: 27-Jun-23 | |||
Elect Director Merit E. Janow | Management | For | Voted - For |
Elect Director Candido Bracher | Management | For | Voted - For |
Elect Director Richard K. Davis�� | Management | For | Voted - For |
Elect Director Julius Genachowski | Management | For | Voted - For |
Elect Director Choon Phong Goh | Management | For | Voted - For |
Elect Director Oki Matsumoto | Management | For | Voted - For |
Elect Director Michael Miebach | Management | For | Voted - For |
Elect Director Youngme Moon | Management | For | Voted - For |
Elect Director Rima Qureshi | Management | For | Voted - For |
Elect Director Gabrielle Sulzberger | Management | For | Voted - For |
Elect Director Harit Talwar | Management | For | Voted - For |
Elect Director Lance Uggla | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Voted - Against |
Report on Establishing Merchant Category Code for | |||
Gun and Ammunition Stores | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Report on Cost-Benefit Analysis of Diversity and | |||
Inclusion Efforts | Shareholder | Against | Voted - Against |
MCCORMICK & COMPANY, INCORPORATED | |||
Security ID: 579780206 Ticker: MKC | |||
Meeting Date: 29-Mar-23 | |||
Elect Director Anne L. Bramman | Management | For | Voted - For |
Elect Director Michael A. Conway | Management | For | Voted - Against |
Elect Director Freeman A. Hrabowski, III | Management | For | Voted - Against |
Elect Director Lawrence E. Kurzius | Management | For | Voted - For |
Elect Director Patricia Little | Management | For | Voted - Against |
Elect Director Michael D. Mangan | Management | For | Voted - Against |
Elect Director Maritza G. Montiel | Management | For | Voted - For |
Elect Director Margaret M.V. Preston | Management | For | Voted - For |
Elect Director Gary M. Rodkin | Management | For | Voted - For |
Elect Director Jacques Tapiero | Management | For | Voted - For |
Elect Director W. Anthony Vernon | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
404
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 30-Mar-23 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
MCDONALD'S CORPORATION | |||
Security ID: 580135101 Ticker: MCD | |||
Meeting Date: 25-May-23 | |||
Elect Director Anthony Capuano | Management | For | Voted - For |
Elect Director Kareem Daniel | Management | For | Voted - For |
Elect Director Lloyd Dean | Management | For | Voted - For |
Elect Director Catherine Engelbert | Management | For | Voted - For |
Elect Director Margaret Georgiadis | Management | For | Voted - For |
Elect Director Enrique Hernandez, Jr. | Management | For | Voted - For |
Elect Director Christopher Kempczinski | Management | For | Voted - For |
Elect Director Richard Lenny | Management | For | Voted - For |
Elect Director John Mulligan | Management | For | Voted - For |
Elect Director Jennifer Taubert | Management | For | Voted - For |
Elect Director Paul Walsh | Management | For | Voted - For |
Elect Director Amy Weaver | Management | For | Voted - For |
Elect Director Miles White | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Adopt Policy to Phase Out Use of | |||
Medically-Important Antibiotics in Beef and Pork | |||
Supply Chain | Shareholder | Against | Voted - Against |
Comply with World Health Organization Guidelines on | |||
Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Voted - Against |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Issue Transparency Report on Global Public Policy | |||
and Political Influence | Shareholder | Against | Voted - Against |
Report on Animal Welfare | Shareholder | Against | Voted - Against |
MCKESSON CORPORATION | |||
Security ID: 58155Q103 Ticker: MCK | |||
Meeting Date: 22-Jul-22 | |||
Elect Director Richard H. Carmona | Management | For | Voted - For |
Elect Director Dominic J. Caruso | Management | For | Voted - For |
Elect Director W. Roy Dunbar | Management | For | Voted - For |
405
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director James H. Hinton | Management | For | Voted - For |
Elect Director Donald R. Knauss | Management | For | Voted - For |
Elect Director Bradley E. Lerman | Management | For | Voted - For |
Elect Director Linda P. Mantia | Management | For | Voted - For |
Elect Director Maria Martinez | Management | For | Voted - For |
Elect Director Susan R. Salka | Management | For | Voted - For |
Elect Director Brian S. Tyler | Management | For | Voted - For |
Elect Director Kathleen Wilson-Thompson | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Meeting Date: 25-Jul-22 | |||
Adopt Policy on 10b5-1 Plans | Shareholder | Against | Voted - For |
MEDTRONIC PLC | |||
Security ID: G5960L103 Ticker: MDT | |||
Meeting Date: 08-Dec-22 | |||
Elect Director Richard H. Anderson | Management | For | Voted - For |
Elect Director Craig Arnold | Management | For | Voted - For |
Elect Director Scott C. Donnelly | Management | For | Voted - For |
Elect Director Lidia L. Fonseca | Management | For | Voted - For |
Elect Director Andrea J. Goldsmith | Management | For | Voted - For |
Elect Director Randall J. Hogan, III | Management | For | Voted - For |
Elect Director Kevin E. Lofton | Management | For | Voted - For |
Elect Director Geoffrey S. Martha | Management | For | Voted - For |
Elect Director Elizabeth G. Nabel | Management | For | Voted - For |
Elect Director Denise M. O'Leary | Management | For | Voted - For |
Elect Director Kendall J. Powell | Management | For | Voted - For |
Approve PricewaterhouseCoopers LLP as Auditors and | |||
Authorize Board to Fix Their Remuneration | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Renew the Board's Authority to Issue Shares Under | |||
Irish Law | Management | For | Voted - For |
Renew the Board's Authority to Opt-Out of Statutory | |||
Pre-Emptions Rights Under Irish Law | Management | For | Voted - For |
Meeting Date: 13-Dec-22 | |||
Authorize Overseas Market Purchases of Ordinary | |||
Shares | Management | For | Voted - For |
406
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
MERCK & CO., INC. | |||
Security ID: 58933Y105 Ticker: MRK | |||
Meeting Date: 23-May-23 | |||
Elect Director Douglas M. Baker, Jr. | Management | For | Voted - For |
Elect Director Mary Ellen Coe | Management | For | Voted - For |
Elect Director Pamela J. Craig | Management | For | Voted - For |
Elect Director Robert M. Davis | Management | For | Voted - For |
Elect Director Thomas H. Glocer | Management | For | Voted - For |
Elect Director Risa J. Lavizzo-Mourey | Management | For | Voted - For |
Elect Director Stephen L. Mayo | Management | For | Voted - For |
Elect Director Paul B. Rothman | Management | For | Voted - For |
Elect Director Patricia F. Russo | Management | For | Voted - For |
Elect Director Christine E. Seidman | Management | For | Voted - For |
Elect Director Inge G. Thulin | Management | For | Voted - For |
Elect Director Kathy J. Warden | Management | For | Voted - For |
Elect Director Peter C. Wendell | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Report on Access to COVID-19 Products | Shareholder | Against | Voted - Against |
Adopt Policy to Require Third-Party Organizations | |||
to Annually Report Expenditures for Political | |||
Activities | Shareholder | Against | Voted - Against |
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
Publish a Congruency Report of Partnerships with | |||
Globalist Organizations | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
META PLATFORMS, INC. | |||
Security ID: 30303M102 Ticker: META | |||
Meeting Date: 31-May-23 | |||
Elect Director Peggy Alford | Management | For | Voted - Withheld |
Elect Director Marc L. Andreessen | Management | For | Voted - Withheld |
Elect Director Andrew W. Houston | Management | For | Voted - Withheld |
Elect Director Nancy Killefer | Management | For | Voted - Withheld |
Elect Director Robert M. Kimmitt | Management | For | Voted - For |
Elect Director Sheryl K. Sandberg | Management | For | Voted - For |
Elect Director Tracey T. Travis | Management | For | Voted - Withheld |
Elect Director Tony Xu | Management | For | Voted - Withheld |
Elect Director Mark Zuckerberg | Management | For | Voted - Withheld |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Government Take Down Requests | Shareholder | Against | Voted - Against |
407
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Approve Recapitalization Plan for all Stock to Have | |||
One-vote per Share | Shareholder | Against | Voted - For |
Report on Human Rights Impact Assessment of | |||
Targeted Advertising | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Allegations of Political Entanglement and | |||
Content Management Biases in India | Shareholder | Against | Voted - Against |
Report on Framework to Assess Company Lobbying | |||
Alignment with Climate Goals | Shareholder | Against | Voted - Against |
Report on Data Privacy regarding Reproductive | |||
Healthcare | Shareholder | Against | Voted - Against |
Report on Enforcement of Community Standards and | |||
User Content | Shareholder | Against | Voted - Against |
Report on Child Safety and Harm Reduction | Shareholder | Against | Voted - Against |
Report on Executive Pay Calibration to Externalized | |||
Costs | Shareholder | Against | Voted - Against |
Commission Independent Review of Audit & Risk | |||
Oversight Committee | Shareholder | Against | Voted - Against |
METLIFE, INC. | |||
Security ID: 59156R108 Ticker: MET | |||
Meeting Date: 20-Jun-23 | |||
Elect Director Cheryl W. Grise | Management | For | Voted - For |
Elect Director Carlos M. Gutierrez | Management | For | Voted - For |
Elect Director Carla A. Harris | Management | For | Voted - For |
Elect Director Gerald L. Hassell | Management | For | Voted - For |
Elect Director David L. Herzog | Management | For | Voted - For |
Elect Director R. Glenn Hubbard | Management | For | Voted - For |
Elect Director Jeh C. Johnson | Management | For | Voted - For |
Elect Director Edward J. Kelly, III | Management | For | Voted - For |
Elect Director William E. Kennard | Management | For | Voted - For |
Elect Director Michel A. Khalaf | Management | For | Voted - For |
Elect Director Catherine R. Kinney | Management | For | Voted - For |
Elect Director Diana L. McKenzie | Management | For | Voted - For |
Elect Director Denise M. Morrison | Management | For | Voted - For |
Elect Director Mark A. Weinberger | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
METTLER-TOLEDO INTERNATIONAL INC. | |||
Security ID: 592688105 Ticker: MTD | |||
Meeting Date: 04-May-23 | |||
Elect Director Robert F. Spoerry | Management | For | Voted - For |
408
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Roland Diggelmann | Management | For | Voted - For |
Elect Director Domitille Doat-Le Bigot | Management | For | Voted - For |
Elect Director Elisha W. Finney | Management | For | Voted - For |
Elect Director Richard Francis | Management | For | Voted - For |
Elect Director Michael A. Kelly | Management | For | Voted - For |
Elect Director Thomas P. Salice | Management | For | Voted - For |
Elect Director Ingrid Zhang | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
MICROCHIP TECHNOLOGY INCORPORATED | |||
Security ID: 595017104 Ticker: MCHP | |||
Meeting Date: 23-Aug-22 | |||
Elect Director Matthew W. Chapman | Management | For | Voted - For |
Elect Director Esther L. Johnson | Management | For | Voted - For |
Elect Director Karlton D. Johnson | Management | For | Voted - For |
Elect Director Wade F. Meyercord | Management | For | Voted - For |
Elect Director Ganesh Moorthy | Management | For | Voted - For |
Elect Director Karen M. Rapp | Management | For | Voted - For |
Elect Director Steve Sanghi | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Meeting Date: 24-Aug-22 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
MICRON TECHNOLOGY, INC. | |||
Security ID: 595112103 Ticker: MU | |||
Meeting Date: 12-Jan-23 | |||
Elect Director Richard M. Beyer | Management | For | Voted - For |
Elect Director Lynn A. Dugle | Management | For | Voted - For |
Elect Director Steven J. Gomo | Management | For | Voted - For |
Elect Director Linnie M. Haynesworth | Management | For | Voted - For |
Elect Director Mary Pat McCarthy | Management | For | Voted - For |
Elect Director Sanjay Mehrotra | Management | For | Voted - For |
Elect Director Robert E. Switz | Management | For | Voted - For |
Elect Director MaryAnn Wright | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Amend Omnibus Stock Plan | Management | For | Voted - For |
409
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Meeting Date: 13-Jan-23 | |||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
MICROSOFT CORPORATION | |||
Security ID: 594918104 Ticker: MSFT | |||
Meeting Date: 13-Dec-22 | |||
Elect Director Reid G. Hoffman | Management | For | Voted - For |
Elect Director Hugh F. Johnston | Management | For | Voted - For |
Elect Director Teri L. List | Management | For | Voted - For |
Elect Director Satya Nadella | Management | For | Voted - For |
Elect Director Sandra E. Peterson | Management | For | Voted - For |
Elect Director Penny S. Pritzker | Management | For | Voted - For |
Elect Director Carlos A. Rodriguez | Management | For | Voted - For |
Elect Director Charles W. Scharf | Management | For | Voted - For |
Elect Director John W. Stanton | Management | For | Voted - For |
Elect Director John W. Thompson | Management | For | Voted - For |
Elect Director Emma N. Walmsley | Management | For | Voted - For |
Elect Director Padmasree Warrior | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Cost/Benefit Analysis of Diversity and | |||
Inclusion | Shareholder | Against | Voted - Against |
Report on Hiring of Persons with Arrest or | |||
Incarceration Records | Shareholder | Against | Voted - Against |
Assess and Report on the Company's Retirement | |||
Funds' Management of Systemic Climate Risk | Shareholder | Against | Voted - Against |
Report on Government Use of Microsoft Technology | Shareholder | Against | Voted - Against |
Report on Development of Products for Military | Shareholder | Against | Voted - Against |
Report on Tax Transparency | Shareholder | Against | Voted - Against |
MIDDLEBY CORPORATION | |||
Security ID: 596278101 Ticker: MIDD | |||
Meeting Date: 16-May-23 | |||
Elect Director Sarah Palisi Chapin | Management | For | Voted - For |
Elect Director Timothy J. FitzGerald | Management | For | Voted - For |
Elect Director Cathy L. McCarthy | Management | For | Voted - For |
Elect Director John R. Miller, III | Management | For | Voted - For |
Elect Director Robert A. Nerbonne | Management | For | Voted - For |
Elect Director Gordon O'Brien | Management | For | Voted - For |
Elect Director Nassem Ziyad | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
410
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
MODERNA, INC. | |||
Security ID: 60770K107 Ticker: MRNA | |||
Meeting Date: 03-May-23 | |||
Elect Director Stephen Berenson | Management | For | Voted - Withheld |
Elect Director Sandra Horning | Management | For | Voted - Withheld |
Elect Director Paul Sagan | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Feasibility of Technology Transfer to | |||
Boost Covid-19 Vaccine Production | Shareholder | Against | Voted - Against |
MOLINA HEALTHCARE, INC. | |||
Security ID: 60855R100 Ticker: MOH | |||
Meeting Date: 03-May-23 | |||
Elect Director Barbara L. Brasier | Management | For | Voted - For |
Elect Director Daniel Cooperman | Management | For | Voted - For |
Elect Director Stephen H. Lockhart | Management | For | Voted - For |
Elect Director Steven J. Orlando | Management | For | Voted - For |
Elect Director Ronna E. Romney | Management | For | Voted - For |
Elect Director Richard M. Schapiro | Management | For | Voted - For |
Elect Director Dale B. Wolf | Management | For | Voted - For |
Elect Director Richard C. Zoretic | Management | For | Voted - For |
Elect Director Joseph M. Zubretsky | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
MOLSON COORS BEVERAGE COMPANY | |||
Security ID: 60871R209 Ticker: TAP | |||
Meeting Date: 17-May-23 | |||
Elect Director Roger G. Eaton | Management | For | Voted - For |
Elect Director Charles M. Herington | Management | For | Voted - For |
Elect Director H. Sanford Riley | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
411
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
MONDELEZ INTERNATIONAL, INC. | |||
Security ID: 609207105 Ticker: MDLZ | |||
Meeting Date: 17-May-23 | |||
Elect Director Lewis W.K. Booth | Management | For | Voted - For |
Elect Director Charles E. Bunch | Management | For | Voted - For |
Elect Director Ertharin Cousin | Management | For | Voted - For |
Elect Director Jorge S. Mesquita | Management | For | Voted - For |
Elect Director Anindita Mukherjee | Management | For | Voted - For |
Elect Director Jane Hamilton Nielsen | Management | For | Voted - For |
Elect Director Patrick T. Siewert | Management | For | Voted - For |
Elect Director Michael A. Todman | Management | For | Voted - For |
Elect Director Dirk Van de Put | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Voted - Against |
Report on Targets to Eradicate Child Labor in Cocoa | |||
Supply Chain | Shareholder | Against | Voted - Against |
MONGODB, INC. | |||
Security ID: 60937P106 Ticker: MDB | |||
Meeting Date: 27-Jun-23 | |||
Elect Director Archana Agrawal | Management | For | Voted - Withheld |
Elect Director Hope Cochran | Management | For | Voted - Withheld |
Elect Director Dwight Merriman | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 28-Jun-23 | |||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
MONOLITHIC POWER SYSTEMS, INC. | |||
Security ID: 609839105 Ticker: MPWR | |||
Meeting Date: 15-Jun-23 | |||
Elect Director Victor K. Lee | Management | For | Voted - For |
Elect Director James C. Moyer | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditor | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
412
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 16-Jun-23 | |||
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
MONSTER BEVERAGE CORPORATION | |||
Security ID: 61174X109 Ticker: MNST | |||
Meeting Date: 22-Jun-23 | |||
Elect Director Rodney C. Sacks | Management | For | Voted - For |
Elect Director Hilton H. Schlosberg | Management | For | Voted - For |
Elect Director Mark J. Hall | Management | For | Voted - For |
Elect Director Ana Demel | Management | For | Voted - For |
Elect Director James L. Dinkins | Management | For | Voted - For |
Elect Director Gary P. Fayard | Management | For | Voted - For |
Elect Director Tiffany M. Hall | Management | For | Voted - For |
Elect Director Jeanne P. Jackson | Management | For | Voted - For |
Elect Director Steven G. Pizula | Management | For | Voted - For |
Elect Director Mark S. Vidergauz | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Increase Authorized Common Stock | Management | For | Voted - Against |
Amend Certificate of Incorporation to Reflect New | |||
Delaware Law Provisions Regarding Officer | |||
Exculpation | Management | For | Voted - For |
MOODY'S CORPORATION | |||
Security ID: 615369105 Ticker: MCO | |||
Meeting Date: 18-Apr-23 | |||
Elect Director Jorge A. Bermudez | Management | For | Voted - For |
Elect Director Therese Esperdy | Management | For | Voted - For |
Elect Director Robert Fauber | Management | For | Voted - For |
Elect Director Vincent A. Forlenza | Management | For | Voted - For |
Elect Director Kathryn M. Hill | Management | For | Voted - For |
Elect Director Lloyd W. Howell, Jr. | Management | For | Voted - For |
Elect Director Jose M. Minaya | Management | For | Voted - For |
Elect Director Leslie F. Seidman | Management | For | Voted - For |
Elect Director Zig Serafin | Management | For | Voted - For |
Elect Director Bruce Van Saun | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
413
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
MORGAN STANLEY | |||
Security ID: 617446448 Ticker: MS | |||
Meeting Date: 19-May-23 | |||
Elect Director Alistair Darling | Management | For | Voted - For |
Elect Director Thomas H. Glocer | Management | For | Voted - For |
Elect Director James P. Gorman | Management | For | Voted - For |
Elect Director Robert H. Herz | Management | For | Voted - For |
Elect Director Erika H. James | Management | For | Voted - For |
Elect Director Hironori Kamezawa | Management | For | Voted - For |
Elect Director Shelley B. Leibowitz | Management | For | Voted - For |
Elect Director Stephen J. Luczo | Management | For | Voted - For |
Elect Director Jami Miscik | Management | For | Voted - For |
Elect Director Masato Miyachi | Management | For | Voted - For |
Elect Director Dennis M. Nally | Management | For | Voted - For |
Elect Director Mary L. Schapiro | Management | For | Voted - For |
Elect Director Perry M. Traquina | Management | For | Voted - For |
Elect Director Rayford Wilkins, Jr. | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Meeting Date: 23-May-23 | |||
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
MORNINGSTAR, INC. | |||
Security ID: 617700109 Ticker: MORN | |||
Meeting Date: 12-May-23 | |||
Elect Director Joe Mansueto | Management | For | Voted - For |
Elect Director Kunal Kapoor | Management | For | Voted - For |
Elect Director Robin Diamonte | Management | For | Voted - For |
Elect Director Cheryl Francis | Management | For | Voted - For |
Elect Director Steve Joynt | Management | For | Voted - Against |
Elect Director Steve Kaplan | Management | For | Voted - For |
Elect Director Gail Landis | Management | For | Voted - Against |
Elect Director Bill Lyons | Management | For | Voted - For |
Elect Director Doniel Sutton | Management | For | Voted - For |
Elect Director Caroline Tsay | Management | For | Voted - For |
414
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
MOTOROLA SOLUTIONS, INC. | |||
Security ID: 620076307 Ticker: MSI | |||
Meeting Date: 16-May-23 | |||
Elect Director Gregory Q. Brown | Management | For | Voted - For |
Elect Director Kenneth D. Denman | Management | For | Voted - For |
Elect Director Egon P. Durban | Management | For | Voted - Against |
Elect Director Ayanna M. Howard | Management | For | Voted - For |
Elect Director Clayton M. Jones | Management | For | Voted - For |
Elect Director Judy C. Lewent | Management | For | Voted - For |
Elect Director Gregory K. Mondre | Management | For | Voted - Against |
Elect Director Joseph M. Tucci | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
MSCI INC. | |||
Security ID: 55354G100 Ticker: MSCI | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Henry A. Fernandez | Management | For | Voted - For |
Elect Director Robert G. Ashe | Management | For | Voted - For |
Elect Director Wayne Edmunds | Management | For | Voted - For |
Elect Director Catherine R. Kinney | Management | For | Voted - For |
Elect Director Robin L. Matlock | Management | For | Voted - For |
Elect Director Jacques P. Perold | Management | For | Voted - For |
Elect Director C.D. Baer Pettit | Management | For | Voted - For |
Elect Director Sandy C. Rattray | Management | For | Voted - For |
Elect Director Linda H. Riefler | Management | For | Voted - For |
Elect Director Marcus L. Smith | Management | For | Voted - For |
Elect Director Rajat Taneja | Management | For | Voted - For |
Elect Director Paula Volent | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
415
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
NASDAQ, INC. | |||
Security ID: 631103108 Ticker: NDAQ | |||
Meeting Date: 21-Jun-23 | |||
Elect Director Melissa M. Arnoldi | Management | For | Voted - For |
Elect Director Charlene T. Begley | Management | For | Voted - For |
Elect Director Steven D. Black | Management | For | Voted - For |
Elect Director Adena T. Friedman | Management | For | Voted - For |
Elect Director Essa Kazim | Management | For | Voted - For |
Elect Director Thomas A. Kloet | Management | For | Voted - For |
Elect Director Michael R. Splinter | Management | For | Voted - For |
Elect Director Johan Torgeby | Management | For | Voted - For |
Elect Director Toni Townes-Whitley | Management | For | Voted - For |
Elect Director Jeffery W. Yabuki | Management | For | Voted - For |
Elect Director Alfred W. Zollar | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
NETAPP, INC. | |||
Security ID: 64110D104 Ticker: NTAP | |||
Meeting Date: 09-Sep-22 | |||
Elect Director T. Michael Nevens | Management | For | Voted - For |
Elect Director Deepak Ahuja | Management | For | Voted - For |
Elect Director Gerald Held | Management | For | Voted - For |
Elect Director Kathryn M. Hill | Management | For | Voted - For |
Elect Director Deborah L. Kerr | Management | For | Voted - For |
Elect Director George Kurian | Management | For | Voted - For |
Elect Director Carrie Palin | Management | For | Voted - For |
Elect Director Scott F. Schenkel | Management | For | Voted - For |
Elect Director George T. Shaheen | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
NETFLIX, INC. | |||
Security ID: 64110L106 Ticker: NFLX | |||
Meeting Date: 01-Jun-23 | |||
Elect Director Mathias Dopfner | Management | For | Voted - Against |
416
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Reed Hastings | Management | For | Voted - Against |
Elect Director Jay C. Hoag | Management | For | Voted - Against |
Elect Director Ted Sarandos | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Right to Call Special Meeting | Shareholder | Against | Voted - Against |
Adopt Policy Prohibiting Directors from | |||
Simultaneously Sitting on the Board of Directors of | |||
Any Other Company | Shareholder | Against | Voted - Against |
Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Voted - Against |
Adopt and Disclose a Freedom of Association and | |||
Collective Bargaining Policy | Shareholder | Against | Voted - Against |
NEUROCRINE BIOSCIENCES, INC. | |||
Security ID: 64125C109 Ticker: NBIX | |||
Meeting Date: 17-May-23 | |||
Elect Director Kevin C. Gorman | Management | For | Voted - Withheld |
Elect Director Gary A. Lyons | Management | For | Voted - For |
Elect Director Johanna Mercier | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
NEWMONT CORPORATION | |||
Security ID: 651639106 Ticker: NEM | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Patrick G. Awuah, Jr. | Management | For | Voted - For |
Elect Director Gregory H. Boyce | Management | For | Voted - For |
Elect Director Bruce R. Brook | Management | For | Voted - For |
Elect Director Maura Clark | Management | For | Voted - For |
Elect Director Emma FitzGerald | Management | For | Voted - For |
Elect Director Mary A. Laschinger | Management | For | Voted - For |
Elect Director Jose Manuel Madero | Management | For | Voted - For |
Elect Director Rene Medori | Management | For | Voted - For |
Elect Director Jane Nelson | Management | For | Voted - For |
Elect Director Thomas Palmer | Management | For | Voted - For |
Elect Director Julio M. Quintana | Management | For | Voted - For |
Elect Director Susan N. Story | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
417
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
NEWS CORPORATION | |||
Security ID: 65249B109 Ticker: NWSA | |||
Meeting Date: 15-Nov-22 | |||
Elect Director K. Rupert Murdoch | Management | For | Voted - For |
Elect Director Lachlan K. Murdoch | Management | For | Voted - For |
Elect Director Robert J. Thomson | Management | For | Voted - For |
Elect Director Kelly Ayotte | Management | For | Voted - For |
Elect Director Jose Maria Aznar | Management | For | Voted - For |
Elect Director Natalie Bancroft | Management | For | Voted - For |
Elect Director Ana Paula Pessoa | Management | For | Voted - For |
Elect Director Masroor Siddiqui | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
NEXTERA ENERGY, INC. | |||
Security ID: 65339F101 Ticker: NEE | |||
Meeting Date: 18-May-23 | |||
Elect Director Nicole S. Arnaboldi | Management | For | Voted - For |
Elect Director Sherry S. Barrat | Management | For | Voted - For |
Elect Director James L. Camaren | Management | For | Voted - For |
Elect Director Kenneth B. Dunn | Management | For | Voted - For |
Elect Director Naren K. Gursahaney | Management | For | Voted - For |
Elect Director Kirk S. Hachigian | Management | For | Voted - For |
Elect Director John W. Ketchum | Management | For | Voted - For |
Elect Director Amy B. Lane | Management | For | Voted - For |
Elect Director David L. Porges | Management | For | Voted - For |
Elect Director Deborah "Dev" Stahlkopf | Management | For | Voted - For |
Elect Director John A. Stall | Management | For | Voted - For |
Elect Director Darryl L. Wilson | Management | For | Voted - For |
Ratify Deloitte & Touche as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Disclose Board Skills and Diversity Matrix | Shareholder | Against | Voted - Against |
418
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
NIKE, INC. | |||
Security ID: 654106103 Ticker: NKE | |||
Meeting Date: 09-Sep-22 | |||
Elect Director Alan B. Graf, Jr. | Management | For | Voted - Withheld |
Elect Director Peter B. Henry | Management | For | Voted - Withheld |
Elect Director Michelle A. Peluso | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Meeting Date: 13-Sep-22 | |||
Adopt a Policy on China Sourcing | Shareholder | Against | Voted - Against |
NISOURCE INC. | |||
Security ID: 65473P105 Ticker: NI | |||
Meeting Date: 23-May-23 | |||
Elect Director Peter A. Altabef | Management | For | Voted - For |
Elect Director Sondra L. Barbour | Management | For | Voted - For |
Elect Director Theodore H. Bunting, Jr. | Management | For | Voted - For |
Elect Director Eric L. Butler | Management | For | Voted - For |
Elect Director Aristides S. Candris | Management | For | Voted - For |
Elect Director Deborah A. Henretta | Management | For | Voted - For |
Elect Director Deborah A. P. Hersman | Management | For | Voted - For |
Elect Director Michael E. Jesanis | Management | For | Voted - For |
Elect Director William D. Johnson | Management | For | Voted - For |
Elect Director Kevin T. Kabat | Management | For | Voted - For |
Elect Director Cassandra S. Lee | Management | For | Voted - For |
Elect Director Lloyd M. Yates | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Increase Authorized Common Stock | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
NORDSON CORPORATION | |||
Security ID: 655663102 Ticker: NDSN | |||
Meeting Date: 28-Feb-23 | |||
Elect Director Sundaram Nagarajan | Management | For | Voted - For |
Elect Director Michael J. Merriman, Jr. | Management | For | Voted - For |
419
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Milton M. Morris | Management | For | Voted - For |
Elect Director Mary G. Puma | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Supermajority Vote Requirement | Management | For | Voted - For |
Reduce Supermajority Vote Requirement for Matters | |||
Requiring Shareholder Approval under the Ohio | |||
Revised Code | Management | For | Voted - For |
Reduce Supermajority Vote Requirement for Certain | |||
Amendments to Regulations as set forth in Article IX | Management | For | Voted - For |
Amend Regulations to the Extent Permitted by Ohio | |||
law Management | For | Voted - For | |
NORFOLK SOUTHERN CORPORATION | |||
Security ID: 655844108 Ticker: NSC | |||
Meeting Date: 11-May-23 | |||
Elect Director Thomas D. Bell, Jr. | Management | For | Voted - For |
Elect Director Mitchell E. Daniels, Jr. | Management | For | Voted - For |
Elect Director Marcela E. Donadio | Management | For | Voted - For |
Elect Director John C. Huffard, Jr. | Management | For | Voted - For |
Elect Director Christopher T. Jones | Management | For | Voted - For |
Elect Director Thomas C. Kelleher | Management | For | Voted - For |
Elect Director Steven F. Leer | Management | For | Voted - For |
Elect Director Michael D. Lockhart | Management | For | Voted - For |
Elect Director Amy E. Miles | Management | For | Voted - For |
Elect Director Claude Mongeau | Management | For | Voted - For |
Elect Director Jennifer F. Scanlon | Management | For | Voted - For |
Elect Director Alan H. Shaw | Management | For | Voted - For |
Elect Director John R. Thompson | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
NORTHERN TRUST CORPORATION | |||
Security ID: 665859104 Ticker: NTRS | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Linda Walker Bynoe | Management | For | Voted - For |
Elect Director Susan Crown | Management | For | Voted - For |
Elect Director Dean M. Harrison | Management | For | Voted - For |
Elect Director Jay L. Henderson | Management | For | Voted - For |
420
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Marcy S. Klevorn | Management | For | Voted - For |
Elect Director Siddharth N. (Bobby) Mehta | Management | For | Voted - For |
Elect Director Michael G. O'Grady | Management | For | Voted - For |
Elect Director Jose Luis Prado | Management | For | Voted - For |
Elect Director Martin P. Slark | Management | For | Voted - For |
Elect Director David H. B. Smith, Jr. | Management | For | Voted - For |
Elect Director Donald Thompson | Management | For | Voted - For |
Elect Director Charles A. Tribbett, III | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
NORTHROP GRUMMAN CORPORATION | |||
Security ID: 666807102 Ticker: NOC | |||
Meeting Date: 17-May-23 | |||
Elect Director Kathy J. Warden | Management | For | Voted - For |
Elect Director David P. Abney | Management | For | Voted - For |
Elect Director Marianne C. Brown | Management | For | Voted - For |
Elect Director Ann M. Fudge | Management | For | Voted - For |
Elect Director Madeleine A. Kleiner | Management | For | Voted - For |
Elect Director Arvind Krishna | Management | For | Voted - For |
Elect Director Graham N. Robinson | Management | For | Voted - For |
Elect Director Kimberly A. Ross | Management | For | Voted - For |
Elect Director Gary Roughead | Management | For | Voted - For |
Elect Director Thomas M. Schoewe | Management | For | Voted - For |
Elect Director James S. Turley | Management | For | Voted - For |
Elect Director Mark A. Welsh, III | Management | For | Voted - For |
Elect Director Mary A. Winston | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Management | For | Voted - For |
Report on Congruency of Political Spending with | |||
Company Stated Values on Human Rights | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
NORTONLIFELOCK INC. | |||
Security ID: 668771108 Ticker: NLOK | |||
Meeting Date: 13-Sep-22 | |||
Elect Director Susan P. Barsamian | Management | For | Voted - For |
Elect Director Eric K. Brandt | Management | For | Voted - For |
Elect Director Frank E. Dangeard | Management | For | Voted - For |
421
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Nora M. Denzel | Management | For | Voted - For |
Elect Director Peter A. Feld | Management | For | Voted - For |
Elect Director Emily Heath | Management | For | Voted - For |
Elect Director Vincent Pilette | Management | For | Voted - For |
Elect Director Sherrese M. Smith | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
NOV INC. | |||
Security ID: 62955J103 Ticker: NOV | |||
Meeting Date: 17-May-23 | |||
Elect Director Clay C. Williams | Management | For | Voted - For |
Elect Director Greg L. Armstrong | Management | For | Voted - For |
Elect Director Marcela E. Donadio | Management | For | Voted - For |
Elect Director Ben A. Guill | Management | For | Voted - For |
Elect Director David D. Harrison | Management | For | Voted - For |
Elect Director Eric L. Mattson | Management | For | Voted - For |
Elect Director William R. Thomas | Management | For | Voted - For |
Elect Director Robert S. Welborn | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Provide for | |||
Exculpation of Liability of Certain Officers | Management | For | Voted - For |
NOVOCURE LIMITED | |||
Security ID: G6674U108 Ticker: NVCR | |||
Meeting Date: 07-Jun-23 | |||
Elect Director Asaf Danziger | Management | For | Voted - For |
Elect Director William Doyle | Management | For | Voted - Against |
Elect Director Jeryl Hilleman | Management | For | Voted - For |
Elect Director David Hung | Management | For | Voted - For |
Elect Director Kinyip Gabriel Leung | Management | For | Voted - For |
Elect Director Martin Madden | Management | For | Voted - For |
Elect Director Allyson Ocean | Management | For | Voted - For |
Elect Director Timothy Scannell | Management | For | Voted - For |
Elect Director Kristin Stafford | Management | For | Voted - For |
Elect Director William Vernon | Management | For | Voted - For |
Ratify Kost Forer Gabbay & Kasierer as Auditors | Management | For | Voted - For |
422
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Meeting Date: 08-Jun-23 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
NRG ENERGY, INC. | |||
Security ID: 629377508 Ticker: NRG | |||
Meeting Date: 27-Apr-23 | |||
Elect Director E. Spencer Abraham | Management | For | Voted - For |
Elect Director Antonio Carrillo | Management | For | Voted - For |
Elect Director Matthew Carter, Jr. | Management | For | Voted - For |
Elect Director Lawrence S. Coben | Management | For | Voted - For |
Elect Director Heather Cox | Management | For | Voted - For |
Elect Director Elisabeth B. Donohue | Management | For | Voted - For |
Elect Director Mauricio Gutierrez | Management | For | Voted - For |
Elect Director Paul W. Hobby | Management | For | Voted - For |
Elect Director Alexandra Pruner | Management | For | Voted - For |
Elect Director Anne C. Schaumburg | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
NUCOR CORPORATION | |||
Security ID: 670346105 Ticker: NUE | |||
Meeting Date: 11-May-23 | |||
Elect Director Norma B. Clayton | Management | For | Voted - For |
Elect Director Patrick J. Dempsey | Management | For | Voted - For |
Elect Director Christopher J. Kearney | Management | For | Voted - For |
Elect Director Laurette T. Koellner | Management | For | Voted - For |
Elect Director Michael W. Lamach | Management | For | Voted - For |
Elect Director Joseph D. Rupp | Management | For | Voted - For |
Elect Director Leon J. Topalian | Management | For | Voted - For |
Elect Director Nadja Y. West | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
423
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
NVIDIA CORPORATION | |||
Security ID: 67066G104 Ticker: NVDA | |||
Meeting Date: 22-Jun-23 | |||
Elect Director Robert K. Burgess | Management | For | Voted - For |
Elect Director Tench Coxe | Management | For | Voted - For |
Elect Director John O. Dabiri | Management | For | Voted - For |
Elect Director Persis S. Drell | Management | For | Voted - For |
Elect Director Jen-Hsun Huang | Management | For | Voted - For |
Elect Director Dawn Hudson | Management | For | Voted - For |
Elect Director Harvey C. Jones | Management | For | Voted - For |
Elect Director Michael G. McCaffery | Management | For | Voted - For |
Elect Director Stephen C. Neal | Management | For | Voted - For |
Elect Director Mark L. Perry | Management | For | Voted - For |
Elect Director A. Brooke Seawell | Management | For | Voted - For |
Elect Director Aarti Shah | Management | For | Voted - For |
Elect Director Mark A. Stevens | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
NVR, INC. | |||
Security ID: 62944T105 Ticker: NVR | |||
Meeting Date: 02-May-23 | |||
Elect Director Paul C. Saville | Management | For | Voted - For |
Elect Director C.E. Andrews | Management | For | Voted - For |
Elect Director Sallie B. Bailey | Management | For | Voted - For |
Elect Director Thomas D. Eckert | Management | For | Voted - For |
Elect Director Alfred E. Festa | Management | For | Voted - For |
Elect Director Alexandra A. Jung | Management | For | Voted - For |
Elect Director Mel Martinez | Management | For | Voted - For |
Elect Director David A. Preiser | Management | For | Voted - For |
Elect Director W. Grady Rosier | Management | For | Voted - For |
Elect Director Susan Williamson Ross | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
424
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
NXP SEMICONDUCTORS N.V. | |||
Security ID: N6596X109 Ticker: NXPI | |||
Meeting Date: 24-May-23 | |||
Adopt Financial Statements and Statutory Reports | Management | For | Do Not Vote |
Approve Discharge of Board Members | Management | For | Do Not Vote |
Reelect Kurt Sievers as Executive Director | Management | For | Do Not Vote |
Reelect Annette Clayton as Non-Executive Director | Management | For | Do Not Vote |
Reelect Anthony Foxx as Non-Executive Director | Management | For | Do Not Vote |
Reelect Chunyuan Gu as Non-Executive Director | Management | For | Do Not Vote |
Reelect Lena Olving as Non-Executive Director | Management | For | Do Not Vote |
Reelect Julie Southern as Non-Executive Director | Management | For | Do Not Vote |
Reelect Jasmin Staiblin as Non-Executive Director | Management | For | Do Not Vote |
Reelect Gregory Summe as Non-Executive Director | Management | For | Do Not Vote |
Reelect Karl-Henrik Sundstrom as Non-Executive | |||
Director | Management | For | Do Not Vote |
Reelect Moshe Gavrielov as Non-Executive Director | Management | For | Do Not Vote |
Grant Board Authority to Issue Shares Up To 10 | |||
Percent of Issued Capital | Management | For | Do Not Vote |
Authorize Board to Exclude Preemptive Rights from | |||
Share Issuances | Management | For | Do Not Vote |
Authorize Share Repurchase Program | Management | For | Do Not Vote |
Approve Cancellation of Ordinary Shares | Management | For | Do Not Vote |
Ratify Ernst & Young Accountants LLP as Auditors | Management | For | Do Not Vote |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Do Not Vote |
OCCIDENTAL PETROLEUM CORPORATION | |||
Security ID: 674599105 Ticker: OXY | |||
Meeting Date: 05-May-23 | |||
Elect Director Vicky A. Bailey | Management | For | Voted - For |
Elect Director Andrew Gould | Management | For | Voted - For |
Elect Director Carlos M. Gutierrez | Management | For | Voted - For |
Elect Director Vicki Hollub | Management | For | Voted - For |
Elect Director William R. Klesse | Management | For | Voted - For |
Elect Director Jack B. Moore | Management | For | Voted - For |
Elect Director Claire O'Neill | Management | For | Voted - For |
Elect Director Avedick B. Poladian | Management | For | Voted - For |
Elect Director Ken Robinson | Management | For | Voted - For |
Elect Director Robert M. Shearer | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
425
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
OKTA, INC. | |||
Security ID: 679295105 Ticker: OKTA | |||
Meeting Date: 22-Jun-23 | |||
Elect Director Shellye Archambeau | Management | For | Voted - Withheld |
Elect Director Robert L. Dixon, Jr. | Management | For | Voted - Withheld |
Elect Director Benjamin Horowitz | Management | For | Voted - Withheld |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
OLD DOMINION FREIGHT LINE, INC. | |||
Security ID: 679580100 Ticker: ODFL | |||
Meeting Date: 17-May-23 | |||
Elect Director Sherry A. Aaholm | Management | For | Voted - For |
Elect Director David S. Congdon | Management | For | Voted - For |
Elect Director John R. Congdon, Jr. | Management | For | Voted - For |
Elect Director Andrew S. Davis | Management | For | Voted - For |
Elect Director Bradley R. Gabosch | Management | For | Voted - For |
Elect Director Greg C. Gantt | Management | For | Voted - For |
Elect Director Patrick D. Hanley | Management | For | Voted - For |
Elect Director John D. Kasarda | Management | For | Voted - For |
Elect Director Wendy T. Stallings | Management | For | Voted - For |
Elect Director Thomas A. Stith, III | Management | For | Voted - For |
Elect Director Leo H. Suggs | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
OLIN CORPORATION | |||
Security ID: 680665205 Ticker: OLN | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Beverley A. Babcock | Management | For | Voted - For |
Elect Director C. Robert Bunch | Management | For | Voted - For |
Elect Director Matthew S. Darnall | Management | For | Voted - For |
Elect Director Earl L. Shipp | Management | For | Voted - For |
Elect Director Scott M. Sutton | Management | For | Voted - For |
Elect Director William H. Weideman | Management | For | Voted - For |
Elect Director W. Anthony Will | Management | For | Voted - For |
Elect Director Carol A. Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
426
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
OMNICOMGROUP INC. | |||
Security ID: 681919106 Ticker: OMC | |||
Meeting Date: 02-May-23 | |||
Elect Director John D. Wren | Management | For | Voted - For |
Elect Director Mary C. Choksi | Management | For | Voted - For |
Elect Director Leonard S. Coleman, Jr. | Management | For | Voted - For |
Elect Director Mark D. Gerstein | Management | For | Voted - For |
Elect Director Ronnie S. Hawkins | Management | For | Voted - For |
Elect Director Deborah J. Kissire | Management | For | Voted - For |
Elect Director Gracia C. Martore | Management | For | Voted - For |
Elect Director Patricia Salas Pineda | Management | For | Voted - For |
Elect Director Linda Johnson Rice | Management | For | Voted - For |
Elect Director Valerie M. Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
ON SEMICONDUCTOR CORPORATION | |||
Security ID: 682189105 Ticker: ON | |||
Meeting Date: 18-May-23 | |||
Elect Director Atsushi Abe | Management | For | Voted - For |
Elect Director Alan Campbell | Management | For | Voted - For |
Elect Director Susan K. Carter | Management | For | Voted - For |
Elect Director Thomas L. Deitrich | Management | For | Voted - For |
Elect Director Hassane El-Khoury | Management | For | Voted - For |
Elect Director Bruce E. Kiddoo | Management | For | Voted - For |
Elect Director Paul A. Mascarenas | Management | For | Voted - For |
Elect Director Gregory Waters | Management | For | Voted - For |
Elect Director Christine Y. Yan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
427
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ONEOK, INC. | |||
Security ID: 682680103 Ticker: OKE | |||
Meeting Date: 24-May-23 | |||
Elect Director Brian L. Derksen | Management | For | Voted - For |
Elect Director Julie H. Edwards | Management | For | Voted - For |
Elect Director Mark W. Helderman | Management | For | Voted - For |
Elect Director Randall J. Larson | Management | For | Voted - For |
Elect Director Steven J. Malcolm | Management | For | Voted - For |
Elect Director Jim W. Mogg | Management | For | Voted - For |
Elect Director Pattye L. Moore | Management | For | Voted - For |
Elect Director Pierce H. Norton, II | Management | For | Voted - For |
Elect Director Eduardo A. Rodriguez | Management | For | Voted - For |
Elect Director Gerald D. Smith | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
ORACLE CORPORATION | |||
Security ID: 68389X105 Ticker: ORCL | |||
Meeting Date: 16-Nov-22 | |||
Elect Director Awo Ablo | Management | For | Voted - For |
Elect Director Jeffrey S. Berg | Management | For | Voted - Withheld |
Elect Director Michael J. Boskin | Management | For | Voted - Withheld |
Elect Director Safra A. Catz | Management | For | Voted - Withheld |
Elect Director Bruce R. Chizen | Management | For | Voted - Withheld |
Elect Director George H. Conrades | Management | For | Voted - Withheld |
Elect Director Lawrence J. Ellison | Management | For | Voted - Withheld |
Elect Director Rona A. Fairhead | Management | For | Voted - Withheld |
Elect Director Jeffrey O. Henley | Management | For | Voted - Withheld |
Elect Director Renee J. James | Management | For | Voted - Withheld |
Elect Director Charles W. Moorman | Management | For | Voted - Withheld |
Elect Director Leon E. Panetta | Management | For | Voted - Withheld |
Elect Director William G. Parrett | Management | For | Voted - Withheld |
Elect Director Naomi O. Seligman | Management | For | Voted - Withheld |
Elect Director Vishal Sikka | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
428
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
O'REILLY AUTOMOTIVE, INC. | |||
Security ID: 67103H107 Ticker: ORLY | |||
Meeting Date: 18-May-23 | |||
Elect Director David O'Reilly | Management | For | Voted - For |
Elect Director Larry O'Reilly | Management | For | Voted - For |
Elect Director Greg Henslee | Management | For | Voted - For |
Elect Director Jay D. Burchfield | Management | For | Voted - For |
Elect Director Thomas T. Hendrickson | Management | For | Voted - For |
Elect Director John R. Murphy | Management | For | Voted - For |
Elect Director Dana M. Perlman | Management | For | Voted - For |
Elect Director Maria A. Sastre | Management | For | Voted - For |
Elect Director Andrea M. Weiss | Management | For | Voted - For |
Elect Director Fred Whitfield | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
OTIS WORLDWIDE CORPORATION | |||
Security ID: 68902V107 Ticker: OTIS | |||
Meeting Date: 18-May-23 | |||
Elect Director Jeffrey H. Black | Management | For | Voted - For |
Elect Director Nelda J. Connors | Management | For | Voted - For |
Elect Director Kathy Hopinkah Hannan | Management | For | Voted - For |
Elect Director Shailesh G. Jejurikar | Management | For | Voted - For |
Elect Director Christopher J. Kearney | Management | For | Voted - For |
Elect Director Judith F. Marks | Management | For | Voted - For |
Elect Director Harold W. McGraw, III | Management | For | Voted - For |
Elect Director Margaret M. V. Preston | Management | For | Voted - For |
Elect Director Shelley Stewart, Jr. | Management | For | Voted - For |
Elect Director John H. Walker | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
OVINTIV INC. | |||
Security ID: 69047Q102 Ticker: OVV | |||
Meeting Date: 03-May-23 | |||
Elect Director Peter A.Dea | Management | For | Voted - For |
Elect Director Meg A. Gentle | Management | For | Voted - For |
429
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ralph Izzo | Management | For | Voted - For |
Elect Director Howard J. Mayson | Management | For | Voted - For |
Elect Director Brendan M. McCracken | Management | For | Voted - For |
Elect Director Lee A. McIntire | Management | For | Voted - For |
Elect Director Katherine L. Minyard | Management | For | Voted - For |
Elect Director Steven W. Nance | Management | For | Voted - For |
Elect Director Suzanne P. Nimocks | Management | For | Voted - For |
Elect Director George L. Pita | Management | For | Voted - For |
Elect Director Thomas G. Ricks | Management | For | Voted - For |
Elect Director Brian G. Shaw | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
OWENS CORNING | |||
Security ID: 690742101 Ticker: OC | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Brian D. Chambers | Management | For | Voted - For |
Elect Director Eduardo E. Cordeiro | Management | For | Voted - For |
Elect Director Adrienne D. Elsner | Management | For | Voted - For |
Elect Director Alfred E. Festa | Management | For | Voted - For |
Elect Director Edward F. Lonergan | Management | For | Voted - For |
Elect Director Maryann T. Mannen | Management | For | Voted - For |
Elect Director Paul E. Martin | Management | For | Voted - For |
Elect Director W. Howard Morris | Management | For | Voted - For |
Elect Director Suzanne P. Nimocks | Management | For | Voted - For |
Elect Director John D. Williams | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Amend Certificate of Incorporation to Reflect New | |||
Delaware Law Provisions Regarding Officer | |||
Exculpation | Management | For | Voted - For |
Amend Bylaws to Add Federal Forum Selection | |||
Provision | Management | For | Voted - For |
PACCAR INC | |||
Security ID: 693718108 Ticker: PCAR | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Mark C. Pigott | Management | For | Voted - For |
Elect Director Dame Alison J. Carnwath | Management | For | Voted - For |
Elect Director Franklin L. Feder | Management | For | Voted - For |
430
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director R. Preston Feight | Management | For | Voted - For |
Elect Director Kirk S. Hachigian | Management | For | Voted - For |
Elect Director Barbara B. Hulit | Management | For | Voted - For |
Elect Director Roderick C. McGeary | Management | For | Voted - For |
Elect Director Cynthia A. Niekamp | Management | For | Voted - For |
Elect Director John M. Pigott | Management | For | Voted - For |
Elect Director Ganesh Ramaswamy | Management | For | Voted - For |
Elect Director Mark A. Schulz | Management | For | Voted - For |
Elect Director Gregory M. E. Spierkel | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
PACKAGING CORPORATION OF AMERICA | |||
Security ID: 695156109 Ticker: PKG | |||
Meeting Date: 02-May-23 | |||
Elect Director Cheryl K. Beebe | Management | For | Voted - For |
Elect Director Duane C. Farrington | Management | For | Voted - For |
Elect Director Donna A. Harman | Management | For | Voted - For |
Elect Director Mark W. Kowlzan | Management | For | Voted - For |
Elect Director Robert C. Lyons | Management | For | Voted - For |
Elect Director Thomas P. Maurer | Management | For | Voted - For |
Elect Director Samuel M. Mencoff | Management | For | Voted - For |
Elect Director Roger B. Porter | Management | For | Voted - For |
Elect Director Thomas S. Souleles | Management | For | Voted - For |
Elect Director Paul T. Stecko | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
PALANTIR TECHNOLOGIES, INC. | |||
Security ID: 69608A108 Ticker: PLTR | |||
Meeting Date: 12-Jan-23 | |||
Amend Certificate of Incorporation | Management | For | Voted - For |
Meeting Date: 06-Jun-23 | |||
Elect Director Alexander Karp | Management | For | Voted - Withheld |
Elect Director Stephen Cohen | Management | For | Voted - Withheld |
Elect Director Peter Thiel | Management | For | Voted - Withheld |
431
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Alexander Moore | Management | For | Voted - Withheld |
Elect Director Alexandra Schiff | Management | For | Voted - Withheld |
Elect Director Lauren Friedman Stat | Management | For | Voted - For |
Elect Director Eric Woersching | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
PALO ALTO NETWORKS, INC. | |||
Security ID: 697435105 Ticker: PANW | |||
Meeting Date: 13-Dec-22 | |||
Elect Director Helene D. Gayle | Management | For | Voted - For |
Elect Director James J. Goetz | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 14-Dec-22 | |||
Amend Omnibus Stock Plan | Management | For | Voted - For |
PARKER-HANNIFIN CORPORATION | |||
Security ID: 701094104 Ticker: PH | |||
Meeting Date: 26-Oct-22 | |||
Elect Director Lee C. Banks | Management | For | Voted - For |
Elect Director Jillian C. Evanko | Management | For | Voted - For |
Elect Director Lance M. Fritz | Management | For | Voted - For |
Elect Director Linda A. Harty | Management | For | Voted - For |
Elect Director William F. Lacey | Management | For | Voted - For |
Elect Director Kevin A. Lobo | Management | For | Voted - For |
Elect Director Joseph Scaminace | Management | For | Voted - For |
Elect Director Ake Svensson | Management | For | Voted - For |
Elect Director Laura K. Thompson | Management | For | Voted - Against |
Elect Director James R. Verrier | Management | For | Voted - For |
Elect Director James L. Wainscott | Management | For | Voted - For |
Elect Director Thomas L. Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 27-Oct-22 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
432
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
PAYCHEX, INC. | |||
Security ID: 704326107 Ticker: PAYX | |||
Meeting Date: 13-Oct-22 | |||
Elect Director Martin Mucci | Management | For | Voted - For |
Elect Director Thomas F. Bonadio | Management | For | Voted - For |
Elect Director Joseph G. Doody | Management | For | Voted - For |
Elect Director David J.S. Flaschen | Management | For | Voted - For |
Elect Director B. Thomas Golisano | Management | For | Voted - For |
Elect Director Pamela A. Joseph | Management | For | Voted - For |
Elect Director Kevin A. Price | Management | For | Voted - For |
Elect Director Joseph M. Tucci | Management | For | Voted - For |
Elect Director Joseph M. Velli | Management | For | Voted - For |
Elect Director Kara Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 24-Oct-22 | |||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
PAYCOM SOFTWARE, INC. | |||
Security ID: 70432V102 Ticker: PAYC | |||
Meeting Date: 01-May-23 | |||
Elect Director Sharen J. Turney | Management | For | Voted - Withheld |
Elect Director J.C. Watts, Jr. | Management | For | Voted - Withheld |
Ratify Grant Thornton LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Amend Certificate of Incorporation to Limit the | |||
Personal Liability of Certain Officers | Management | For | Voted - For |
Meeting Date: 02-May-23 | |||
Require a Majority Vote for the Election of | |||
Directors | Shareholder | Against | Voted - For |
PAYLOCITY HOLDING CORPORATION | |||
Security ID: 70438V106 Ticker: PCTY | |||
Meeting Date: 01-Dec-22 | |||
Elect Director Steven R. Beauchamp | Management | For | Voted - For |
Elect Director Virginia G. Breen | Management | For | Voted - For |
Elect Director Robin L. Pederson | Management | For | Voted - For |
433
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Andres D. Reiner | Management | For | Voted - For |
Elect Director Kenneth B. Robinson | Management | For | Voted - For |
Elect Director Ronald V. Waters, III | Management | For | Voted - For |
Elect Director Toby J. Williams | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 02-Dec-22 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
PAYPAL HOLDINGS, INC. | |||
Security ID: 70450Y103 Ticker: PYPL | |||
Meeting Date: 24-May-23 | |||
Elect Director Rodney C. Adkins | Management | For | Voted - For |
Elect Director Jonathan Christodoro | Management | For | Voted - For |
Elect Director John J. Donahoe | Management | For | Voted - For |
Elect Director David W. Dorman | Management | For | Voted - For |
Elect Director Belinda J. Johnson | Management | For | Voted - For |
Elect Director Enrique Lores | Management | For | Voted - For |
Elect Director Gail J. McGovern | Management | For | Voted - For |
Elect Director Deborah M. Messemer | Management | For | Voted - For |
Elect Director David M. Moffett | Management | For | Voted - For |
Elect Director Ann M. Sarnoff | Management | For | Voted - For |
Elect Director Daniel H. Schulman | Management | For | Voted - For |
Elect Director Frank D. Yeary | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Voted - Against |
Report on Risks Related to Fulfilling Information | |||
Requests for Enforcing Laws Criminalizing Abortion | |||
Access | Shareholder | Against | Voted - Against |
Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Voted - Against |
Adopt Majority Vote Standard for Director Elections | Shareholder | Against | Voted - Against |
PENSKE AUTOMOTIVE GROUP, INC. | |||
Security ID: 70959W103 Ticker: PAG | |||
Meeting Date: 11-May-23 | |||
Elect Director John Barr | Management | For | Voted - For |
Elect Director Lisa Davis | Management | For | Voted - For |
Elect Director Wolfgang Durheimer | Management | For | Voted - For |
Elect Director Michael Eisenson | Management | For | Voted - For |
434
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Robert Kurnick, Jr. | Management | For | Voted - For |
Elect Director Kimberly McWaters | Management | For | Voted - For |
Elect Director Kota Odagiri | Management | For | Voted - For |
Elect Director Greg Penske | Management | For | Voted - For |
Elect Director Roger Penske | Management | For | Voted - For |
Elect Director Sandra Pierce | Management | For | Voted - For |
Elect Director Greg Smith | Management | For | Voted - For |
Elect Director Ronald Steinhart | Management | For | Voted - For |
Elect Director H. Brian Thompson | Management | For | Voted - For |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Officers | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
PENTAIR PLC | |||
Security ID: G7S00T104 Ticker: PNR | |||
Meeting Date: 09-May-23 | |||
Elect Director Mona Abutaleb Stephenson | Management | For | Voted - For |
Elect Director Melissa Barra | Management | For | Voted - For |
Elect Director T. Michael Glenn | Management | For | Voted - For |
Elect Director Theodore L. Harris | Management | For | Voted - For |
Elect Director David A. Jones | Management | For | Voted - For |
Elect Director Gregory E. Knight | Management | For | Voted - For |
Elect Director Michael T. Speetzen | Management | For | Voted - For |
Elect Director John L. Stauch | Management | For | Voted - For |
Elect Director Billie I. Williamson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors and | |||
Authorise Their Remuneration | Management | For | Voted - For |
Renew the Board's Authority to Issue Shares Under | |||
Irish Law | Management | For | Voted - For |
Renew the Board's Authority to Opt-Out of Statutory | |||
Preemption Rights Under Irish Law | Management | For | Voted - For |
Determine Price Range for Reissuance of Treasury | |||
Shares | Management | For | Voted - For |
PEPSICO, INC. | |||
Security ID: 713448108 Ticker: PEP | |||
Meeting Date: 03-May-23 | |||
Elect Director Segun Agbaje | Management | For | Voted - For |
Elect Director Jennifer Bailey | Management | For | Voted - For |
435
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Cesar Conde | Management | For | Voted - For |
Elect Director Ian Cook | Management | For | Voted - For |
Elect Director Edith W. Cooper | Management | For | Voted - For |
Elect Director Susan M. Diamond | Management | For | Voted - For |
Elect Director Dina Dublon | Management | For | Voted - For |
Elect Director Michelle Gass | Management | For | Voted - Against |
Elect Director Ramon L. Laguarta | Management | For | Voted - For |
Elect Director Dave J. Lewis | Management | For | Voted - For |
Elect Director David C. Page | Management | For | Voted - For |
Elect Director Robert C. Pohlad | Management | For | Voted - For |
Elect Director Daniel Vasella | Management | For | Voted - For |
Elect Director Darren Walker | Management | For | Voted - For |
Elect Director Alberto Weisser | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Issue Transparency Report on Global Public Policy | |||
and Political Influence | Shareholder | Against | Voted - Against |
Report on Impacts of Restrictive Reproductive | |||
Healthcare Legislation | Shareholder | Against | Voted - Against |
Publish Annual Congruency Report on Net-Zero | |||
Emissions Policy | Shareholder | Against | Voted - Against |
PERKINELMER, INC. | |||
Security ID: 714046109 Ticker: PKI | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Peter Barrett | Management | For | Voted - For |
Elect Director Samuel R. Chapin | Management | For | Voted - For |
Elect Director Sylvie Gregoire | Management | For | Voted - For |
Elect Director Michelle McMurry-Heath | Management | For | Voted - For |
Elect Director Alexis P. Michas | Management | For | Voted - For |
Elect Director Prahlad R. Singh | Management | For | Voted - For |
Elect Director Michel Vounatsos | Management | For | Voted - For |
Elect Director Frank Witney | Management | For | Voted - For |
Elect Director Pascale Witz | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Change Company Name to Revvity, Inc. | Management | For | Voted - For |
436
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
PFIZER INC. | |||
Security ID: 717081103 Ticker: PFE | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Ronald E. Blaylock | Management | For | Voted - For |
Elect Director Albert Bourla | Management | For | Voted - For |
Elect Director Susan Desmond-Hellmann | Management | For | Voted - For |
Elect Director Joseph J. Echevarria | Management | For | Voted - For |
Elect Director Scott Gottlieb | Management | For | Voted - For |
Elect Director Helen H. Hobbs | Management | For | Voted - For |
Elect Director Susan Hockfield | Management | For | Voted - For |
Elect Director Dan R. Littman | Management | For | Voted - For |
Elect Director Shantanu Narayen | Management | For | Voted - For |
Elect Director Suzanne Nora Johnson | Management | For | Voted - For |
Elect Director James Quincey | Management | For | Voted - For |
Elect Director James C. Smith | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Feasibility of Intellectual Property | |||
Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Voted - Against |
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
Report on Political Expenditures Congruence | Shareholder | Against | Voted - Against |
PG&E CORPORATION | |||
Security ID: 69331C108 Ticker: PCG | |||
Meeting Date: 18-May-23 | |||
Elect Director Cheryl F. Campbell | Management | For | Voted - For |
Elect Director Kerry W. Cooper | Management | For | Voted - For |
Elect Director Arno L. Harris | Management | For | Voted - For |
Elect Director Carlos M. Hernandez | Management | For | Voted - For |
Elect Director Michael R. Niggli | Management | For | Voted - For |
Elect Director Benjamin F. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
437
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
PHILIP MORRIS INTERNATIONAL INC. | |||
Security ID: 718172109 Ticker: PM | |||
Meeting Date: 03-May-23 | |||
Elect Director Brant Bonin Bough | Management | For | Voted - For |
Elect Director Andre Calantzopoulos | Management | For | Voted - For |
Elect Director Michel Combes | Management | For | Voted - For |
Elect Director Juan Jose Daboub | Management | For | Voted - For |
Elect Director Werner Geissler | Management | For | Voted - For |
Elect Director Lisa A. Hook | Management | For | Voted - For |
Elect Director Jun Makihara | Management | For | Voted - For |
Elect Director Kalpana Morparia | Management | For | Voted - For |
Elect Director Jacek Olczak | Management | For | Voted - For |
Elect Director Robert B. Polet | Management | For | Voted - For |
Elect Director Dessislava Temperley | Management | For | Voted - For |
Elect Director Shlomo Yanai | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers SA as Auditors | Management | For | Voted - For |
Disclose Nicotine Level Information, and Reduce | |||
Nicotine Levels in Tobacco Products | Shareholder | Against | Voted - Against |
PHILLIPS 66 | |||
Security ID: 718546104 Ticker: PSX | |||
Meeting Date: 10-May-23 | |||
Elect Director Gregory J. Hayes | Management | For | Voted - For |
Elect Director Charles M. Holley | Management | For | Voted - For |
Elect Director Denise R. Singleton | Management | For | Voted - For |
Elect Director Glenn F. Tilton | Management | For | Voted - For |
Elect Director Marna C. Whittington | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Publish Audited Report on Impacts of a Significant | |||
Reduction in Virgin Plastic Demand | Shareholder | Against | Voted - Against |
PINNACLE WEST CAPITAL CORPORATION | |||
Security ID: 723484101 Ticker: PNW | |||
Meeting Date: 17-May-23 | |||
Elect Director Glynis A. Bryan | Management | For | Voted - For |
Elect Director Gonzalo A. de la Melena, Jr. | Management | For | Voted - For |
438
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Richard P. Fox | Management | For | Voted - For |
Elect Director Jeffrey B. Guldner | Management | For | Voted - For |
Elect Director Kathryn L. Munro | Management | For | Voted - For |
Elect Director Bruce J. Nordstrom | Management | For | Voted - For |
Elect Director Paula J. Sims | Management | For | Voted - For |
Elect Director William H. Spence | Management | For | Voted - For |
Elect Director Kristine L. Svinicki | Management | For | Voted - For |
Elect Director James E. Trevathan, Jr. | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
PIONEER NATURAL RESOURCES COMPANY | |||
Security ID: 723787107 Ticker: PXD | |||
Meeting Date: 25-May-23 | |||
Elect Director A.R Alameddine | Management | For | Voted - For |
Elect Director Lori G. Billingsley | Management | For | Voted - For |
Elect Director Edison C. Buchanan | Management | For | Voted - For |
Elect Director Richard P. Dealy | Management | For | Voted - For |
Elect Director Maria S. Dreyfus | Management | For | Voted - For |
Elect Director Matthew M. Gallagher | Management | For | Voted - For |
Elect Director Phillip A. Gobe | Management | For | Voted - For |
Elect Director Stacy P. Methvin | Management | For | Voted - For |
Elect Director Royce W. Mitchell | Management | For | Voted - For |
Elect Director Scott D. Sheffield | Management | For | Voted - For |
Elect Director J. Kenneth Thompson | Management | For | Voted - For |
Elect Director Phoebe A. Wood | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
POOL CORPORATION | |||
Security ID: 73278L105 Ticker: POOL | |||
Meeting Date: 03-May-23 | |||
Elect Director Peter D. Arvan | Management | For | Voted - For |
Elect Director Martha "Marty" S. Gervasi | Management | For | Voted - For |
Elect Director James "Jim" D. Hope | Management | For | Voted - For |
Elect Director Debra S. Oler | Management | For | Voted - For |
Elect Director Manuel J. Perez de la Mesa | Management | For | Voted - For |
Elect Director Carlos A. Sabater | Management | For | Voted - For |
439
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Robert C. Sledd | Management | For | Voted - For |
Elect Director John E. Stokely | Management | For | Voted - For |
Elect Director David G. Whalen | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
PPG INDUSTRIES, INC. | |||
Security ID: 693506107 Ticker: PPG | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Stephen F. Angel | Management | For | Voted - For |
Elect Director Hugh Grant | Management | For | Voted - For |
Elect Director Melanie L. Healey | Management | For | Voted - For |
Elect Director Timothy M. Knavish | Management | For | Voted - For |
Elect Director Guillermo Novo | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
PPL CORPORATION | |||
Security ID: 69351T106 Ticker: PPL | |||
Meeting Date: 17-May-23 | |||
Elect Director Arthur P. Beattie | Management | For | Voted - For |
Elect Director Raja Rajamannar | Management | For | Voted - For |
Elect Director Heather B. Redman | Management | For | Voted - For |
Elect Director Craig A. Rogerson | Management | For | Voted - For |
Elect Director Vincent Sorgi | Management | For | Voted - For |
Elect Director Linda G. Sullivan | Management | For | Voted - For |
Elect Director Natica von Althann | Management | For | Voted - For |
Elect Director Keith H. Williamson | Management | For | Voted - For |
Elect Director Phoebe A. Wood | Management | For | Voted - For |
Elect Director Armando Zagalo de Lima | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
440
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
PRINCIPAL FINANCIAL GROUP, INC. | |||
Security ID: 74251V102 Ticker: PFG | |||
Meeting Date: 16-May-23 | |||
Elect Director Jonathan S. Auerbach | Management | For | Voted - For |
Elect Director Mary E. "Maliz" Beams | Management | For | Voted - For |
Elect Director Jocelyn Carter-Miller | Management | For | Voted - For |
Elect Director Scott M. Mills | Management | For | Voted - For |
Elect Director Claudio N. Muruzabal | Management | For | Voted - For |
Elect Director H. Elizabeth Mitchell | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
PRUDENTIAL FINANCIAL, INC. | |||
Security ID: 744320102 Ticker: PRU | |||
Meeting Date: 09-May-23 | |||
Elect Director Gilbert F. Casellas | Management | For | Voted - For |
Elect Director Robert M. Falzon | Management | For | Voted - For |
Elect Director Martina Hund-Mejean | Management | For | Voted - For |
Elect Director Wendy E. Jones | Management | For | Voted - For |
Elect Director Charles F. Lowrey | Management | For | Voted - For |
Elect Director Sandra Pianalto | Management | For | Voted - For |
Elect Director Christine A. Poon | Management | For | Voted - For |
Elect Director Douglas A. Scovanner | Management | For | Voted - For |
Elect Director Michael A. Todman | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
PTC INC. | |||
Security ID: 69370C100 Ticker: PTC | |||
Meeting Date: 16-Feb-23 | |||
Elect Director Mark Benjamin | Management | For | Voted - For |
Elect Director Janice Chaffin | Management | For | Voted - For |
Elect Director Amar Hanspal | Management | For | Voted - For |
Elect Director James Heppelmann | Management | For | Voted - For |
Elect Director Michal Katz | Management | For | Voted - For |
Elect Director Paul Lacy | Management | For | Voted - For |
Elect Director Corinna Lathan | Management | For | Voted - For |
441
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Blake Moret | Management | For | Voted - For |
Elect Director Robert Schechter | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 22-Feb-23 | |||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED | |||
Security ID: 744573106 Ticker: PEG | |||
Meeting Date: 18-Apr-23 | |||
Elect Director Ralph A. LaRossa | Management | For | Voted - For |
Elect Director Susan Tomasky | Management | For | Voted - For |
Elect Director Willie A. Deese | Management | For | Voted - For |
Elect Director Jamie M. Gentoso | Management | For | Voted - For |
Elect Director Barry H. Ostrowsky | Management | For | Voted - For |
Elect Director Valerie A. Smith | Management | For | Voted - For |
Elect Director Scott G. Stephenson | Management | For | Voted - For |
Elect Director Laura A. Sugg | Management | For | Voted - For |
Elect Director John P. Surma | Management | For | Voted - For |
Elect Director Alfred W. Zollar | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management�� | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Eliminate Supermajority Vote Requirements for | |||
Certain Business Combinations | Management | For | Voted - For |
Eliminate Supermajority Vote Requirements to Remove | |||
a Director Without Cause | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement to Make | |||
Certain Amendments to By-Laws | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
PULTEGROUP, INC. | |||
Security ID: 745867101 Ticker: PHM | |||
Meeting Date: 03-May-23 | |||
Elect Director Brian P. Anderson | Management | For | Voted - For |
Elect Director Bryce Blair | Management | For | Voted - For |
Elect Director Thomas J. Folliard | Management | For | Voted - For |
Elect Director Cheryl W. Grise | Management | For | Voted - For |
Elect Director Andre J. Hawaux | Management | For | Voted - For |
Elect Director J. Phillip Holloman | Management | For | Voted - For |
442
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ryan R. Marshall | Management | For | Voted - For |
Elect Director John R. Peshkin | Management | For | Voted - For |
Elect Director Scott F. Powers | Management | For | Voted - For |
Elect Director Lila Snyder | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
QORVO, INC. | |||
Security ID: 74736K101 Ticker: QRVO | |||
Meeting Date: 09-Aug-22 | |||
Elect Director Ralph G. Quinsey | Management | For | Voted - For |
Elect Director Robert A. Bruggeworth | Management | For | Voted - For |
Elect Director Judy Bruner | Management | For | Voted - For |
Elect Director Jeffery R. Gardner | Management | For | Voted - For |
Elect Director John R. Harding | Management | For | Voted - For |
Elect Director David H. Y. Ho | Management | For | Voted - For |
Elect Director Roderick D. Nelson | Management | For | Voted - For |
Elect Director Walden C. Rhines | Management | For | Voted - For |
Elect Director Susan L. Spradley | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Meeting Date: 10-Aug-22 | |||
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
QUALCOMM INCORPORATED | |||
Security ID: 747525103 Ticker: QCOM | |||
Meeting Date: 08-Mar-23 | |||
Elect Director Sylvia Acevedo | Management | For | Voted - For |
Elect Director Cristiano R. Amon | Management | For | Voted - For |
Elect Director Mark Fields | Management | For | Voted - For |
Elect Director Jeffrey W. Henderson | Management | For | Voted - For |
Elect Director Gregory N. Johnson | Management | For | Voted - For |
Elect Director Ann M. Livermore | Management | For | Voted - For |
Elect Director Mark D. McLaughlin | Management | For | Voted - For |
Elect Director Jamie S. Miller | Management | For | Voted - For |
Elect Director Irene B. Rosenfeld | Management | For | Voted - For |
Elect Director Kornelis (Neil) Smit | Management | For | Voted - For |
Elect Director Jean-Pascal Tricoire | Management | For | Voted - For |
Elect Director Anthony J. Vinciquerra | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
443
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Meeting Date: 09-Mar-23 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
QUANTA SERVICES, INC. | |||
Security ID: 74762E102 Ticker: PWR | |||
Meeting Date: 23-May-23 | |||
Elect Director Earl C. (Duke) Austin, Jr. | Management | For | Voted - For |
Elect Director Doyle N. Beneby | Management | For | Voted - For |
Elect Director Vincent D. Poster | Management | For | Voted - For |
Elect Director Bernard Fried | Management | For | Voted - For |
Elect Director Worthing F. Jackman | Management | For | Voted - For |
Elect Director Holli C. Ladhani | Management | For | Voted - For |
Elect Director David M. McClanahan | Management | For | Voted - For |
Elect Director R. Scott Rowe | Management | For | Voted - For |
Elect Director Margaret B. Shannon | Management | For | Voted - For |
Elect Director Martha B. Wyrsch | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
QUEST DIAGNOSTICS INCORPORATED | |||
Security ID: 74834L100 Ticker: DGX | |||
Meeting Date: 17-May-23 | |||
Elect Director James E. Davis | Management | For | Voted - For |
Elect Director Luis A. Diaz, Jr. | Management | For | Voted - For |
Elect Director Tracey C. Doi | Management | For | Voted - For |
Elect Director Vicky B. Gregg | Management | For | Voted - For |
Elect Director Wright L. Lassiter, III | Management | For | Voted - For |
Elect Director Timothy L. Main | Management | For | Voted - For |
Elect Director Denise M. Morrison | Management | For | Voted - For |
Elect Director Gary M. Pfeiffer | Management | For | Voted - For |
Elect Director Timothy M. Ring | Management | For | Voted - For |
Elect Director Gail R. Wilensky | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Adopt GHG Emissions Reduction Targets Aligned with | |||
the Paris Agreement Goal | Shareholder | Against | Voted - Against |
444
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
RAYMOND JAMES FINANCIAL, INC. | |||
Security ID: 754730109 Ticker: RJF | |||
Meeting Date: 23-Feb-23 | |||
Elect Director Marlene Debel | Management | For | Voted - For |
Elect Director Robert M. Dutkowsky | Management | For | Voted - For |
Elect Director Jeffrey N. Edwards | Management | For | Voted - For |
Elect Director Benjamin C. Esty | Management | For | Voted - For |
Elect Director Anne Gates | Management | For | Voted - For |
Elect Director Thomas A. James | Management | For | Voted - For |
Elect Director Gordon L. Johnson | Management | For | Voted - For |
Elect Director Roderick C. McGeary | Management | For | Voted - For |
Elect Director Paul C. Reilly | Management | For | Voted - For |
Elect Director Raj Seshadri | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Meeting Date: 24-Feb-23 | |||
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
RAYTHEON TECHNOLOGIES CORPORATION | |||
Security ID: 75513E101 Ticker: RTX | |||
Meeting Date: 02-May-23 | |||
Elect Director Tracy A. Atkinson | Management | For | Voted - For |
Elect Director Leanne G. Caret | Management | For | Voted - For |
Elect Director Bernard A. Harris, Jr. | Management | For | Voted - For |
Elect Director Gregory J. Hayes | Management | For | Voted - For |
Elect Director George R. Oliver | Management | For | Voted - For |
Elect Director Robert K. (Kelly) Ortberg | Management | For | Voted - For |
Elect Director Dinesh C. Paliwal | Management | For | Voted - For |
Elect Director Ellen M. Pawlikowski | Management | For | Voted - For |
Elect Director Denise L. Ramos | Management | For | Voted - For |
Elect Director Fredric G. Reynolds | Management | For | Voted - For |
Elect Director Brian C. Rogers | Management | For | Voted - For |
Elect Director James A. Winnefeld, Jr. | Management | For | Voted - For |
Elect Director Robert O. Work | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
445
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Amend Certificate of Incorporation to Eliminate | |||
Personal Liability of Officers for Monetary Damages | |||
For Breach of Fiduciary Duty as an Officer | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Efforts to Reduce GHG Emissions in | |||
Alignment with Paris Agreement Goal | Shareholder | Against | Voted - Against |
REGAL REXNORD CORPORATION | |||
Security ID: 758750103 Ticker: RRX | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Jan A. Bertsch | Management | For | Voted - For |
Elect Director Stephen M. Burt | Management | For | Voted - For |
Elect Director Anesa T. Chaibi | Management | For | Voted - For |
Elect Director Theodore D. Crandall | Management | For | Voted - For |
Elect Director Michael P. Doss | Management | For | Voted - For |
Elect Director Michael F. Hilton | Management | For | Voted - For |
Elect Director Louis V. Pinkham | Management | For | Voted - For |
Elect Director Rakesh Sachdev | Management | For | Voted - For |
Elect Director Curtis W. Stoelting | Management | For | Voted - For |
Elect Director Robin A. Walker-Lee | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
REGENERON PHARMACEUTICALS, INC. | |||
Security ID: 75886F107 Ticker: REGN | |||
Meeting Date: 09-Jun-23 | |||
Elect Director Joseph L. Goldstein | Management | For | Voted - Against |
Elect Director Christine A. Poon | Management | For | Voted - Against |
Elect Director Craig B. Thompson | Management | For | Voted - For |
Elect Director Huda Y. Zoghbi | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 12-Jun-23 | |||
Report on Impact of Extended Patent Exclusivities | |||
on Product Access | Shareholder | Against | Voted - Against |
446
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
REGIONS FINANCIAL CORPORATION | |||
Security ID: 7591EP100 Ticker: RF | |||
Meeting Date: 19-Apr-23 | |||
Elect Director Mark A. Crosswhite | Management | For | Voted - For |
Elect Director Noopur Davis | Management | For | Voted - For |
Elect Director Zhanna Golodryga | Management | For | Voted - For |
Elect Director J. Thomas Hill | Management | For | Voted - For |
Elect Director John D. Johns | Management | For | Voted - For |
Elect Director Joia M. Johnson | Management | For | Voted - For |
Elect Director Ruth Ann Marshall | Management | For | Voted - For |
Elect Director Charles D. McCrary | Management | For | Voted - For |
Elect Director James T. Prokopanko | Management | For | Voted - For |
Elect Director Lee J. Styslinger, III | Management | For | Voted - For |
Elect Director Jose S. Suquet | Management | For | Voted - For |
Elect Director John M. Turner, Jr. | Management | For | Voted - For |
Elect Director Timothy Vines | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
REINSURANCE GROUP OF AMERICA, INCORPORATED | |||
Security ID: 759351604 Ticker: RGA | |||
Meeting Date: 24-May-23 | |||
Elect Director Pina Albo | Management | For | Voted - For |
Elect Director Tony Cheng | Management | For | Voted - For |
Elect Director John J. Gauthier | Management | For | Voted - For |
Elect Director Patricia L. Guinn | Management | For | Voted - For |
Elect Director Anna Manning | Management | For | Voted - For |
Elect Director Hazel M. McNeilage | Management | For | Voted - For |
Elect Director George Nichols, III | Management | For | Voted - For |
Elect Director Stephen O'Hearn | Management | For | Voted - For |
Elect Director Shundrawn Thomas | Management | For | Voted - For |
Elect Director Khanh T. Tran | Management | For | Voted - For |
Elect Director Steven C. Van Wyk | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
447
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
RELIANCE STEEL & ALUMINUM CO. | |||
Security ID: 759509102 Ticker: RS | |||
Meeting Date: 17-May-23 | |||
Elect Director Lisa L. Baldwin | Management | For | Voted - For |
Elect Director Karen W. Colonias | Management | For | Voted - For |
Elect Director Frank J. Dellaquila | Management | For | Voted - For |
Elect Director James D. Hoffman | Management | For | Voted - For |
Elect Director Mark V. Kaminski | Management | For | Voted - For |
Elect Director Karla R. Lewis | Management | For | Voted - For |
Elect Director Robert A. McEvoy | Management | For | Voted - For |
Elect Director David W. Seeger | Management | For | Voted - For |
Elect Director Douglas W. Stotlar | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chairman | Shareholder | Against | Voted - Against |
RENAISSANCERE HOLDINGS LTD. | |||
Security ID: G7496G103 Ticker: RNR | |||
Meeting Date: 09-May-23 | |||
Elect Director David C. Bushnell | Management | For | Voted - For |
Elect Director James L. Gibbons | Management | For | Voted - For |
Elect Director Shyam Gidumal | Management | For | Voted - For |
Elect Director Torsten Jeworrek | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve PricewaterhouseCoopers Ltd. as Auditors and | |||
Authorize Board to Fix Their Remuneration | Management | For | Voted - For |
REPLIGEN CORPORATION | |||
Security ID: 759916109 Ticker: RGEN | |||
Meeting Date: 18-May-23 | |||
Elect Director Tony J. Hunt | Management | For | Voted - For |
Elect Director Karen A. Dawes | Management | For | Voted - For |
Elect Director Nicolas M. Barthelemy | Management | For | Voted - Against |
Elect Director Carrie Eglinton Manner | Management | For | Voted - For |
Elect Director Konstantin Konstantinov | Management | For | Voted - For |
Elect Director Martin D. Madaus | Management | For | Voted - For |
Elect Director Rohin Mhatre | Management | For | Voted - For |
Elect Director Glenn P. Muir | Management | For | Voted - For |
448
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted�� |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Permit Board to Amend Bylaws Without Shareholder | |||
Consent | Management | For | Voted - For |
Provide Proxy Access Right | Management | For | Voted - For |
REPUBLIC SERVICES, INC. | |||
Security ID: 760759100 Ticker: RSG | |||
Meeting Date: 12-May-23 | |||
Elect Director Manuel Kadre | Management | For | Voted - For |
Elect Director Tomago Collins | Management | For | Voted - For |
Elect Director Michael A. Duffy | Management | For | Voted - For |
Elect Director Thomas W. Handley | Management | For | Voted - For |
Elect Director Jennifer M. Kirk | Management | For | Voted - For |
Elect Director Michael Larson | Management | For | Voted - For |
Elect Director James P. Snee | Management | For | Voted - For |
Elect Director Brian S. Tyler | Management | For | Voted - For |
Elect Director Jon Vander Ark | Management | For | Voted - For |
Elect Director Sandra M. Volpe | Management | For | Voted - For |
Elect Director Katharine B. Weymouth | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
RESMED INC. | |||
Security ID: 761152107 Ticker: RMD | |||
Meeting Date: 16-Nov-22 | |||
Elect Director Carol Burt | Management | For | Voted - For |
Elect Director Jan De Witte | Management | For | Voted - For |
Elect Director Karen Drexler | Management | For | Voted - For |
Elect Director Michael 'Mick' Farrell | Management | For | Voted - For |
Elect Director Peter Farrell | Management | For | Voted - For |
Elect Director Harjit Gill | Management | For | Voted - For |
Elect Director John Hernandez | Management | For | Voted - For |
Elect Director Richard Sulpizio | Management | For | Voted - For |
Elect Director Desney Tan | Management | For | Voted - For |
Elect Director Ronald Taylor | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
449
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
ROBERT HALF INTERNATIONAL INC. | |||
Security ID: 770323103 Ticker: RHI | |||
Meeting Date: 17-May-23 | |||
Elect Director Julia L. Coronado | Management | For | Voted - For |
Elect Director Dirk A. Kempthorne | Management | For | Voted - For |
Elect Director Harold M. Messmer, Jr. | Management | For | Voted - For |
Elect Director Marc H. Morial | Management | For | Voted - For |
Elect Director Robert J. Pace | Management | For | Voted - For |
Elect Director Frederick A. Richman | Management | For | Voted - For |
Elect Director M. Keith Waddell | Management | For | Voted - For |
Elect Director Marnie H. Wilking | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
ROBINHOOD MARKETS, INC. | |||
Security ID: 770700102 Ticker: HOOD | |||
Meeting Date: 20-Jun-23 | |||
Elect Director Frances Frei | Management | For | Voted - Against |
Elect Director Meyer Malka | Management | For | Voted - Against |
Meeting Date: 21-Jun-23 | |||
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
ROBLOX CORPORATION | |||
Security ID: 771049103 Ticker: RBLX | |||
Meeting Date: 25-May-23 | |||
Elect Director David Baszucki | Management | For | Voted - Withheld |
Elect Director Gregory Baszucki | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
ROCKWELL AUTOMATION, INC. | |||
Security ID: 773903109 Ticker: ROK | |||
Meeting Date: 07-Feb-23 | |||
Elect Director William P. Gipson | Management | For | Voted - For |
Elect Director Pam Murphy | Management | For | Voted - For |
450
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Donald R. Parfet | Management | For | Voted - For |
Elect Director Robert W. Soderbery | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 08-Feb-23 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
ROKU, INC. | |||
Security ID: 77543R102 Ticker: ROKU | |||
Meeting Date: 08-Jun-23 | |||
Elect Director Jeffrey Blackburn | Management | For | Voted - For |
Elect Director Jeffrey Hastings | Management | For | Voted - Withheld |
Elect Director Neil Hunt | Management | For | Voted - Withheld |
Elect Director Anthony Wood | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
ROLLINS, INC. | |||
Security ID: 775711104 Ticker: ROL | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Jerry E. Gahlhoff, Jr. | Management | For | Voted - For |
Elect Director Patrick J. Gunning | Management | For | Voted - For |
Elect Director Gregory B. Morrison | Management | For | Voted - For |
Elect Director Jerry W. Nix | Management | For | Voted - For |
Elect Director P. Russell Hardin | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
ROPER TECHNOLOGIES, INC. | |||
Security ID: 776696106 Ticker: ROP | |||
Meeting Date: 13-Jun-23 | |||
Elect Director Shellye L. Archambeau | Management | For | Voted - For |
Elect Director Amy Woods Brinkley | Management | For | Voted - For |
Elect Director Irene M. Esteves | Management | For | Voted - Against |
Elect Director L. Neil Hunn | Management | For | Voted - For |
Elect Director Robert D. Johnson | Management | For | Voted - For |
Elect Director Thomas P. Joyce, Jr. | Management | For | Voted - For |
451
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Laura G. Thatcher | Management | For | Voted - For |
Elect Director Richard F. Wallman | Management | For | Voted - For |
Elect Director Christopher Wright | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Certificate of Incorporation to Permit the | |||
Exculpation of Officers | Management | For | Voted - For |
ROSS STORES, INC. | |||
Security ID: 778296103 Ticker: ROST | |||
Meeting Date: 17-May-23 | |||
Elect Director K. Gunnar Bjorklund | Management | For | Voted - For |
Elect Director Michael J. Bush | Management | For | Voted - For |
Elect Director Edward G. Cannizzaro | Management | For | Voted - For |
Elect Director Sharon D. Garrett | Management | For | Voted - For |
Elect Director Michael J. Hartshorn | Management | For | Voted - For |
Elect Director Stephen D. Milligan | Management | For | Voted - For |
Elect Director Patricia H. Mueller | Management | For | Voted - For |
Elect Director George P. Orban | Management | For | Voted - For |
Elect Director Larree M. Renda | Management | For | Voted - For |
Elect Director Barbara Rentler | Management | For | Voted - For |
Elect Director Doniel N. Sutton | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
ROYALTY PHARMA PLC | |||
Security ID: G7709Q104 Ticker: RPRX | |||
Meeting Date: 22-Jun-23 | |||
Elect Director Pablo Legorreta | Management | For | Voted - For |
Elect Director Henry Fernandez | Management | For | Voted - For |
Elect Director Bonnie Bassler | Management | For | Voted - For |
Elect Director Errol De Souza | Management | For | Voted - For |
Elect Director Catherine Engelbert | Management | For | Voted - For |
Elect Director M. Germano Giuliani | Management | For | Voted - For |
Elect Director David Hodgson | Management | For | Voted - For |
Elect Director Ted Love | Management | For | Voted - For |
Elect Director Gregory Norden | Management | For | Voted - For |
Elect Director Rory Riggs | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
452
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Accept Financial Statements and Statutory Reports | Management | For | Voted - For |
Approve Remuneration Report | Management | For | Voted - Against |
Ratify Ernst & Young as U.K. Statutory Auditors | Management | For | Voted - For |
Authorise Board to Fix Remuneration of Auditors | Management | For | Voted - For |
RPM INTERNATIONAL INC. | |||
Security ID: 749685103 Ticker: RPM | |||
Meeting Date: 06-Oct-22 | |||
Elect Director Kirkland B. Andrews | Management | For | Voted - For |
Elect Director Ellen M. Pawlikowski | Management | For | Voted - For |
Elect Director Frank C. Sullivan | Management | For | Voted - For |
Elect Director Elizabeth F. Whited | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Meeting Date: 07-Oct-22 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
S&P GLOBAL INC. | |||
Security ID: 78409V104 Ticker: SPGI | |||
Meeting Date: 03-May-23 | |||
Elect Director Marco Alvera | Management | For | Voted - For |
Elect Director Jacques Esculier | Management | For | Voted - For |
Elect Director Gay Huey Evans | Management | For | Voted - For |
Elect Director William D. Green | Management | For | Voted - For |
Elect Director Stephanie C. Hill | Management | For | Voted - For |
Elect Director Rebecca Jacoby | Management | For | Voted - For |
Elect Director Robert P. Kelly | Management | For | Voted - For |
Elect Director Ian Paul Livingston | Management | For | Voted - For |
Elect Director Deborah D. McWhinney | Management | For | Voted - For |
Elect Director Maria R. Morris | Management | For | Voted - For |
Elect Director Douglas L. Peterson | Management | For | Voted - For |
Elect Director Richard E. Thornburgh | Management | For | Voted - For |
Elect Director Gregory Washington | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 04-May-23 | |||
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
453
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
SALESFORCE, INC. | |||
Security ID: 79466L302 Ticker: CRM | |||
Meeting Date: 08-Jun-23 | |||
Elect Director Marc Benioff | Management | For | Voted - For |
Elect Director Laura Alber | Management | For | Voted - For |
Elect Director Craig Conway | Management | For | Voted - For |
Elect Director Arnold Donald | Management | For | Voted - For |
Elect Director Parker Harris | Management | For | Voted - For |
Elect Director Neelie Kroes | Management | For | Voted - For |
Elect Director Sachin Mehra | Management | For | Voted - For |
Elect Director G. Mason Morfit | Management | For | Voted - For |
Elect Director Oscar Munoz | Management | For | Voted - For |
Elect Director John V. Roos | Management | For | Voted - For |
Elect Director Robin Washington | Management | For | Voted - For |
Elect Director Maynard Webb | Management | For | Voted - For |
Elect Director Susan Wojcicki | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Meeting Date: 09-Jun-23 | |||
Adopt Policy Prohibiting Directors from | |||
Simultaneously Sitting on the Board of Directors of | |||
Any Other Company | Shareholder | Against | Voted - Against |
SCHLUMBERGER N.V. | |||
Security ID: 806857108 Ticker: SLB | |||
Meeting Date: 05-Apr-23 | |||
Elect Director Peter Coleman | Management | For | Voted - For |
Elect Director Patrick de La Chevardiere | Management | For | Voted - For |
Elect Director Miguel Galuccio | Management | For | Voted - For |
Elect Director Olivier Le Peuch | Management | For | Voted - For |
Elect Director Samuel Leupold | Management | For | Voted - For |
Elect Director Tatiana Mitrova | Management | For | Voted - For |
Elect Director Maria Moraeus Hanssen | Management | For | Voted - For |
Elect Director Vanitha Narayanan | Management | For | Voted - For |
Elect Director Mark Papa | Management | For | Voted - For |
Elect Director Jeff Sheets | Management | For | Voted - For |
Elect Director Ulrich Spiesshofer | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
454
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Adopt and Approve Financials and Dividends | Management | For | Voted - For |
Meeting Date: 11-Apr-23 | |||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
SEAGATE TECHNOLOGY HOLDINGS PLC | |||
Security ID: G7997R103 Ticker: STX | |||
Meeting Date: 24-Oct-22 | |||
Elect Director Shankar Arumugavelu | Management | For | Voted - For |
Elect Director Prat S. Bhatt | Management | For | Voted - For |
Elect Director Judy Bruner | Management | For | Voted - For |
Elect Director Michael R. Cannon | Management | For | Voted - For |
Elect Director Richard L. Clemmer | Management | For | Voted - For |
Elect Director Yolanda L. Conyers | Management | For | Voted - For |
Elect Director Jay L. Geldmacher | Management | For | Voted - For |
Elect Director Dylan Haggart | Management | For | Voted - For |
Elect Director William D. Mosley | Management | For | Voted - For |
Elect Director Stephanie Tilenius | Management | For | Voted - For |
Elect Director Edward J. Zander | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors and Authorise | |||
Their Remuneration | Management | For | Voted - For |
Determine Price Range for Reissuance of Treasury | |||
Shares | Management | For | Voted - For |
SEAGEN INC. | |||
Security ID: 81181C104 Ticker: SGEN | |||
Meeting Date: 30-May-23 | |||
Approve Merger Agreement | Management | For | Voted - For |
Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
Meeting Date: 31-May-23 | |||
Elect Director David W. Gryska | Management | For | Voted - For |
Elect Director John A. Orwin | Management | For | Voted - For |
Elect Director Alpna H. Seth | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
455
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
SEALED AIR CORPORATION | |||
Security ID: 81211K100 Ticker: SEE | |||
Meeting Date: 18-May-23 | |||
Elect Director Elizabeth M. Adefioye | Management | For | Voted - For |
Elect Director Zubaid Ahmad | Management | For | Voted - For |
Elect Director Kevin C. Berryman | Management | For | Voted - For |
Elect Director Francoise Colpron | Management | For | Voted - For |
Elect Director Edward L. Doheny, II | Management | For | Voted - For |
Elect Director Clay M. Johnson | Management | For | Voted - For |
Elect Director Henry R. Keizer | Management | For | Voted - For |
Elect Director Harry A. Lawton, III | Management | For | Voted - For |
Elect Director Suzanne B. Rowland | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
SEI INVESTMENTS COMPANY | |||
Security ID: 784117103 Ticker: SEIC | |||
Meeting Date: 31-May-23 | |||
Elect Director Ryan P. Hicke | Management | For | Voted - For |
Elect Director Kathryn M. McCarthy | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
SEMPRA ENERGY | |||
Security ID: 816851109 Ticker: SRE | |||
Meeting Date: 12-May-23 | |||
Elect Director Andres Conesa | Management | For | Voted - For |
Elect Director Pablo A. Ferrero | Management | For | Voted - For |
Elect Director Jeffrey W. Martin | Management | For | Voted - For |
Elect Director Bethany J. Mayer | Management | For | Voted - For |
Elect Director Michael N. Mears | Management | For | Voted - For |
Elect Director Jack T. Taylor | Management | For | Voted - For |
Elect Director Cynthia L. Walker | Management | For | Voted - For |
Elect Director Cynthia J. Warner | Management | For | Voted - For |
Elect Director James C. Yardley | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
456
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Increase Authorized Common Stock | Management | For | Voted - For |
Change Company Name to Sempra | Management | For | Voted - For |
Amend Articles of Incorporation | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
SERVICE CORPORATION INTERNATIONAL | |||
Security ID: 817565104 Ticker: SCI | |||
Meeting Date: 02-May-23 | |||
Elect Director Alan R. Buckwalter | Management | For | Voted - For |
Elect Director Anthony L. Coelho | Management | For | Voted - For |
Elect Director Jakki L. Haussler | Management | For | Voted - For |
Elect Director Victor L. Lund | Management | For | Voted - For |
Elect Director Ellen Ochoa | Management | For | Voted - For |
Elect Director Thomas L. Ryan | Management | For | Voted - For |
Elect Director C. Park Shaper | Management | For | Voted - For |
Elect Director Sara Martinez Tucker | Management | For | Voted - For |
Elect Director W. Blair Waltrip | Management | For | Voted - For |
Elect Director Marcus A. Watts | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
SERVICENOW, INC. | |||
Security ID: 81762P102 Ticker: NOW | |||
Meeting Date: 01-Jun-23 | |||
Elect Director Susan L. Bostrom | Management | For | Voted - For |
Elect Director Teresa Briggs | Management | For | Voted - For |
Elect Director Jonathan C. Chadwick | Management | For | Voted - For |
Elect Director Paul E. Chamberlain | Management | For | Voted - For |
Elect Director Lawrence J. Jackson, Jr. | Management | For | Voted - For |
Elect Director Frederic B. Luddy | Management | For | Voted - For |
Elect Director William R. McDermott | Management | For | Voted - For |
Elect Director Jeffrey A. Miller | Management | For | Voted - For |
Elect Director Joseph 'Larry' Quinlan | Management | For | Voted - For |
Elect Director Anita M. Sands | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Elect Director Deborah Black | Management | For | Voted - For |
457
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
SHOCKWAVE MEDICAL, INC. | |||
Security ID: 82489T104 Ticker: SWAV | |||
Meeting Date: 13-Jun-23 | |||
Elect Director C. Raymond Larkin, Jr. | Management | For | Voted - Withheld |
Elect Director Laura Francis | Management | For | Voted - Withheld |
Elect Director Maria Sainz | Management | For | Voted - Withheld |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Meeting Date: 14-Jun-23 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
SIRIUS XM HOLDINGS INC. | |||
Security ID: 82968B103 Ticker: SIRI | |||
Meeting Date: 01-Jun-23 | |||
Elect Director David A. Blau | Management | For | Voted - Withheld |
Elect Director Eddy W. Hartenstein | Management | For | Voted - For |
Elect Director Robin P. Hickenlooper | Management | For | Voted - Withheld |
Elect Director James P. Holden | Management | For | Voted - For |
Elect Director Gregory B. Maffei | Management | For | Voted - Withheld |
Elect Director Evan D. Malone | Management | For | Voted - For |
Elect Director James E. Meyer | Management | For | Voted - Withheld |
Elect Director Jonelle Procope | Management | For | Voted - For |
Elect Director Michael Rapino | Management | For | Voted - For |
Elect Director Kristina M. Salen | Management | For | Voted - For |
Elect Director Carl E. Vogel | Management | For | Voted - For |
Elect Director Jennifer C. Witz | Management | For | Voted - For |
Elect Director David M. Zaslav | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
SNAP-ON INCORPORATED | |||
Security ID: 833034101 Ticker: SNA | |||
Meeting Date: 27-Apr-23 | |||
Elect Director David C. Adams | Management | For | Voted - For |
Elect Director Karen L. Daniel | Management | For | Voted - For |
Elect Director Ruth Ann M. Gillis | Management | For | Voted - For |
Elect Director James P. Holden | Management | For | Voted - For |
Elect Director Nathan J. Jones | Management | For | Voted - For |
458
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Henry W. Knueppel | Management | For | Voted - For |
Elect Director W. Dudley Lehman | Management | For | Voted - For |
Elect Director Nicholas T. Pinchuk | Management | For | Voted - For |
Elect Director Gregg M. Sherrill | Management | For | Voted - For |
Elect Director Donald J. Stebbins | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
SNOWFLAKE INC. | |||
Security ID: 833445109 Ticker: SNOW | |||
Meeting Date: 07-Jul-22 | |||
Elect Director Kelly A. Kramer | Management | For | Voted - Withheld |
Elect Director Frank Slootman | Management | For | Voted - Withheld |
Elect Director Michael L. Speiser | Management | For | Voted - Withheld |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 12-Jul-22 | |||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
SOLAREDGE TECHNOLOGIES, INC. | |||
Security ID: 83417M104 Ticker: SEDG | |||
Meeting Date: 01-Jun-23 | |||
Elect Director Marcel Gani | Management | For | Voted - For |
Elect Director Tal Payne | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Declassify the Board of Directors | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Amend Certificate of Incorporation to Add Federal | |||
Forum Selection Provision | Management | For | Voted - For |
SOUTHERN COPPER CORPORATION | |||
Security ID: 84265V105 Ticker: SCCO | |||
Meeting Date: 26-May-23 | |||
Elect Director German Larrea Mota-Velasco | Management | For | Voted - Withheld |
Elect Director Oscar Gonzalez Rocha | Management | For | Voted - Withheld |
Elect Director Vicente Ariztegui Andreve | Management | For | Voted - For |
459
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Enrique Castillo Sanchez Mejorada | Management | For | Voted - For |
Elect Director Leonardo Contreras Lerdo de Tejada | Management | For | Voted - For |
Elect Director Xavier Garcia de Quevedo Topete | Management | For | Voted - Withheld |
Elect Director Luis Miguel Palomino Bonilla | Management | For | Voted - Withheld |
Elect Director Gilberto Perezalonso Cifuentes | Management | For | Voted - Withheld |
Elect Director Carlos Ruiz Sacristan | Management | For | Voted - Withheld |
Ratify Galaz, Yamazaki, Ruiz Urquiza S.C. as | |||
Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 30-May-23 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
SOUTHWEST AIRLINES CO. | |||
Security ID: 844741108 Ticker: LUV | |||
Meeting Date: 17-May-23 | |||
Elect Director David W. Biegler | Management | For | Voted - For |
Elect Director J. Veronica Biggins | Management | For | Voted - For |
Elect Director Douglas H. Brooks | Management | For | Voted - For |
Elect Director Eduardo F. Conrado | Management | For | Voted - For |
Elect Director William H. Cunningham | Management | For | Voted - For |
Elect Director Thomas W. Gilligan | Management | For | Voted - For |
Elect Director David P. Hess | Management | For | Voted - For |
Elect Director Robert E. Jordan | Management | For | Voted - For |
Elect Director Gary C. Kelly | Management | For | Voted - For |
Elect Director Elaine Mendoza | Management | For | Voted - For |
Elect Director John T. Montford | Management | For | Voted - For |
Elect Director Christopher P. Reynolds | Management | For | Voted - For |
Elect Director Ron Ricks | Management | For | Voted - For |
Elect Director Jill A. Soltau | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Adopt Majority Vote Cast to Remove Directors With | |||
or Without Cause | Shareholder | Against | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
SS&C TECHNOLOGIES HOLDINGS, INC. | |||
Security ID: 78467J100 Ticker: SSNC | |||
Meeting Date: 17-May-23 | |||
Elect Director Normand A. Boulanger | Management | For | Voted - Against |
460
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director David A. Varsano | Management | For | Voted - Against |
Elect Director Michael J. Zamkow | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
STANLEY BLACK & DECKER, INC. | |||
Security ID: 854502101 Ticker: SWK | |||
Meeting Date: 21-Apr-23 | |||
Elect Director Donald Allan, Jr. | Management | For | Voted - For |
Elect Director Andrea J. Ayers | Management | For | Voted - For |
Elect Director Patrick D. Campbell | Management | For | Voted - For |
Elect Director Debra A. Crew | Management | For | Voted - For |
Elect Director Michael D. Hankin | Management | For | Voted - For |
Elect Director Robert J. Manning | Management | For | Voted - For |
Elect Director Adrian V. Mitchell | Management | For | Voted - For |
Elect Director Jane M. Palmieri | Management | For | Voted - For |
Elect Director Mojdeh Poul | Management | For | Voted - For |
Elect Director Irving Tan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Meeting Date: 22-Apr-23 | |||
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
STARBUCKS CORPORATION | |||
Security ID: 855244109 Ticker: SBUX | |||
Meeting Date: 23-Mar-23 | |||
Elect Director Richard E. Allison, Jr. | Management | For | Voted - For |
Elect Director Andrew Campion | Management | For | Voted - For |
Elect Director Beth Ford | Management | For | Voted - For |
Elect Director Mellody Hobson | Management | For | Voted - For |
Elect Director Jorgen Vig Knudstorp | Management | For | Voted - For |
Elect Director Satya Nadella | Management | For | Voted - For |
Elect Director Laxman Narasimhan | Management | For | Voted - For |
Elect Director Howard Schultz | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
461
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Plant-Based Milk Pricing | Shareholder | Against | Voted - Against |
Adopt Policy on Succession Planning | Shareholder | Against | Voted - Against |
Report on Operations in Communist China | Shareholder | Against | Voted - Against |
Commission Third Party Assessment on Company's | |||
Commitment to Freedom of Association and Collective | |||
Bargaining Rights | Shareholder | Against | Voted - Against |
Meeting Date: 29-Mar-23 | |||
Establish Committee on Corporate Sustainability | Shareholder | Against | Voted - Against |
STATE STREET CORPORATION | |||
Security ID: 857477103 Ticker: STT | |||
Meeting Date: 17-May-23 | |||
Elect Director Patrick de Saint-Aignan | Management | For | Voted - For |
Elect Director Marie A. Chandoha | Management | For | Voted - For |
Elect Director DonnaLee DeMaio | Management | For | Voted - For |
Elect Director Amelia C. Fawcett | Management | For | Voted - For |
Elect Director William C. Freda | Management | For | Voted - For |
Elect Director Sara Mathew | Management | For | Voted - For |
Elect Director William L. Meaney | Management | For | Voted - For |
Elect Director Ronald P. O'Hanley | Management | For | Voted - For |
Elect Director Sean O'Sullivan | Management | For | Voted - For |
Elect Director Julio A. Portalatin | Management | For | Voted - For |
Elect Director John B. Rhea | Management | For | Voted - For |
Elect Director Gregory L. Summe | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Asset Management Policies and Diversified | |||
Investors | Shareholder | Against | Voted - Against |
STEEL DYNAMICS, INC. | |||
Security ID: 858119100 Ticker: STLD | |||
Meeting Date: 11-May-23 | |||
Elect Director Mark D. Millett | Management | For | Voted - For |
Elect Director Sheree L. Bargabos | Management | For | Voted - For |
Elect Director Kenneth W. Cornew | Management | For | Voted - For |
Elect Director Traci M. Dolan | Management | For | Voted - For |
Elect Director James C. Marcuccilli | Management | For | Voted - For |
Elect Director Bradley S. Seaman | Management | For | Voted - For |
Elect Director Gabriel L. Shaheen | Management | For | Voted - For |
462
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Luis M. Sierra | Management | For | Voted - For |
Elect Director Steven A. Sonnenberg | Management | For | Voted - For |
Elect Director Richard P. Teets, Jr. | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Adopt Majority Voting for Uncontested Election of | |||
Directors | Management | For | Voted - For |
STERIS PLC | |||
Security ID: G8473T100 Ticker: STE | |||
Meeting Date: 28-Jul-22 | |||
Elect Director Richard C. Breeden | Management | For | Voted - For |
Elect Director Daniel A. Carestio | Management | For | Voted - For |
Elect Director Cynthia L. Feldmann | Management | For | Voted - For |
Elect Director Christopher S. Holland | Management | For | Voted - For |
Elect Director Jacqueline B. Kosecoff | Management | For | Voted - For |
Elect Director Paul E. Martin | Management | For | Voted - For |
Elect Director Nirav R. Shah | Management | For | Voted - For |
Elect Director Mohsen M. Sohi | Management | For | Voted - For |
Elect Director Richard M. Steeves | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Appoint Ernst & Young Chartered Accountants as | |||
Irish Statutory Auditor | Management | For | Voted - For |
Authorise Board to Fix Remuneration of Auditors | Management | For | Voted - For |
Meeting Date: 04-Aug-22 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
STRYKER CORPORATION | |||
Security ID: 863667101 Ticker: SYK | |||
Meeting Date: 10-May-23 | |||
Elect Director Mary K. Brainerd | Management | For | Voted - For |
Elect Director Giovanni Caforio | Management | For | Voted - For |
Elect Director Srikant M. Datar | Management | For | Voted - For |
Elect Director Allan C. Golston | Management | For | Voted - For |
Elect Director Kevin A. Lobo | Management | For | Voted - For |
Elect Director Sherilyn S. McCoy | Management | For | Voted - For |
Elect Director Andrew K. Silvernail | Management | For | Voted - For |
Elect Director Lisa M. Skeete Tatum | Management | For | Voted - For |
Elect Director Ronda E. Stryker | Management | For | Voted - For |
463
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Rajeev Suri | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 11-May-23 | |||
Report on Political Contributions and Expenditures | Shareholder | Against | Voted - Against |
SYNCHRONY FINANCIAL | |||
Security ID: 87165B103 Ticker: SYF | |||
Meeting Date: 18-May-23 | |||
Elect Director Brian D. Doubles | Management | For | Voted - For |
Elect Director Fernando Aguirre | Management | For | Voted - For |
Elect Director Paget L. Alves | Management | For | Voted - For |
Elect Director Kamila Chytil | Management | For | Voted - For |
Elect Director Arthur W. Coviello, Jr. | Management | For | Voted - For |
Elect Director Roy A. Guthrie | Management | For | Voted - For |
Elect Director Jeffrey G. Naylor | Management | For | Voted - For |
Elect Director P.W. "Bill" Parker | Management | For | Voted - For |
Elect Director Laurel J. Richie | Management | For | Voted - For |
Elect Director Ellen M. Zane | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
SYNOPSYS, INC. | |||
Security ID: 871607107 Ticker: SNPS | |||
Meeting Date: 12-Apr-23 | |||
Elect Director Aart J. de Geus | Management | For | Voted - For |
Elect Director Luis Borgen | Management | For | Voted - For |
Elect Director Marc N. Casper | Management | For | Voted - For |
Elect Director Janice D. Chaffin | Management | For | Voted - For |
Elect Director Bruce R. Chizen | Management | For | Voted - For |
Elect Director Mercedes Johnson | Management | For | Voted - For |
Elect Director Jeannine P. Sargent | Management | For | Voted - For |
Elect Director John G. Schwarz | Management | For | Voted - For |
Elect Director Roy Vallee | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
464
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
SYSCO CORPORATION | |||
Security ID: 871829107 Ticker: SYY | |||
Meeting Date: 18-Nov-22 | |||
Elect Director Daniel J. Brutto | Management | For | Voted - For |
Elect Director Ali Dibadj | Management | For | Voted - For |
Elect Director Larry C. Glasscock | Management | For | Voted - For |
Elect Director Jill M. Golder | Management | For | Voted - For |
Elect Director Bradley M. Halverson | Management | For | Voted - For |
Elect Director John M. Hinshaw | Management | For | Voted - For |
Elect Director Kevin P. Hourican | Management | For | Voted - For |
Elect Director Hans-Joachim Koerber | Management | For | Voted - For |
Elect Director Alison Kenney Paul | Management | For | Voted - For |
Elect Director Edward D. Shirley | Management | For | Voted - For |
Elect Director Sheila G. Talton | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Third-Party Civil Rights Audit | Shareholder | Against | Voted - Against |
Commission Third Party Report Assessing Company's | |||
Supply Chain Risks | Shareholder | Against | Voted - Against |
Report on Efforts to Reduce Plastic Use | Shareholder | For | Voted - For |
T. ROWE PRICE GROUP, INC. | |||
Security ID: 74144T108 Ticker: TROW | |||
Meeting Date: 09-May-23 | |||
Elect Director Glenn R. August | Management | For | Voted - For |
Elect Director Mark S. Bartlett | Management | For | Voted - For |
Elect Director Dina Dublon | Management | For | Voted - For |
Elect Director Freeman A. Hrabowski, III | Management | For | Voted - For |
Elect Director Robert F. MacLellan | Management | For | Voted - For |
Elect Director Eileen P. Rominger | Management | For | Voted - For |
Elect Director Robert W. Sharps | Management | For | Voted - For |
Elect Director Robert J. Stevens | Management | For | Voted - For |
Elect Director William J. Stromberg | Management | For | Voted - For |
Elect Director Sandra S. Wijnberg | Management | For | Voted - For |
Elect Director Alan D. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Amend Nonqualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
465
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
TAKE-TWO INTERACTIVE SOFTWARE, INC. | |||
Security ID: 874054109 Ticker: TTWO | |||
Meeting Date: 16-Sep-22 | |||
Elect Director Strauss Zelnick | Management | For | Voted - For |
Elect Director Michael Dornemann | Management | For | Voted - For |
Elect Director J Moses | Management | For | Voted - For |
Elect Director Michael Sheresky | Management | For | Voted - For |
Elect Director LaVerne Srinivasan | Management | For | Voted - For |
Elect Director Susan Tolson | Management | For | Voted - For |
Elect Director Paul Viera | Management | For | Voted - For |
Elect Director Roland Hernandez | Management | For | Voted - For |
Elect Director William "Bing" Gordon | Management | For | Voted - For |
Elect Director Ellen Siminoff | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Meeting Date: 19-Sep-22 | |||
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
TAPESTRY, INC. | |||
Security ID: 876030107 Ticker: TPR | |||
Meeting Date: 15-Nov-22 | |||
Elect Director John P. Bilbrey | Management | For | Voted - For |
Elect Director Darrell Cavens | Management | For | Voted - For |
Elect Director Joanne Crevoiserat | Management | For | Voted - For |
Elect Director David Denton | Management | For | Voted - For |
Elect Director Johanna (Hanneke) Faber | Management | For | Voted - For |
Elect Director Anne Gates | Management | For | Voted - For |
Elect Director Thomas Greco | Management | For | Voted - For |
Elect Director Pamela Lifford | Management | For | Voted - For |
Elect Director Annabelle Yu Long | Management | For | Voted - For |
Elect Director Ivan Menezes | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Meeting Date: 16-Nov-22 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
466
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
TARGA RESOURCES CORP. | |||
Security ID: 87612G101 Ticker: TRGP | |||
Meeting Date: 23-May-23 | |||
Elect Director Paul W. Chung | Management | For | Voted - For |
Elect Director Charles R. Crisp | Management | For | Voted - For |
Elect Director Laura C. Fulton | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Efforts to Reduce Methane Emission | |||
Venting and Flaring in Supply Chain | Shareholder | Against | Voted - Against |
TARGET CORPORATION | |||
Security ID: 87612E106 Ticker: TGT | |||
Meeting Date: 14-Jun-23 | |||
Elect Director David P. Abney | Management | For | Voted - For |
Elect Director Douglas M. Baker, Jr. | Management | For | Voted - For |
Elect Director George S. Barrett | Management | For | Voted - For |
Elect Director Gail K. Boudreaux | Management | For | Voted - For |
Elect Director Brian C. Cornell | Management | For | Voted - For |
Elect Director Robert L. Edwards | Management | For | Voted - For |
Elect Director Donald R. Knauss | Management | For | Voted - For |
Elect Director Christine A. Leahy | Management | For | Voted - For |
Elect Director Monica C. Lozano | Management | For | Voted - For |
Elect Director Grace Puma | Management | For | Voted - For |
Elect Director Derica W. Rice | Management | For | Voted - For |
Elect Director Dmitri L. Stockton | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
TD SYNNEX CORPORATION | |||
Security ID: 87162W100 Ticker: SNX | |||
Meeting Date: 21-Mar-23 | |||
Elect Director Dennis Polk | Management | For | Voted - For |
Elect Director Robert Kalsow-Ramos | Management | For | Voted - For |
Elect Director Ann Vezina | Management | For | Voted - For |
Elect Director Richard Hume | Management | For | Voted - For |
Elect Director Fred Breidenbach | Management | For | Voted - For |
467
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Hau Lee | Management | For | Voted - For |
Elect Director Matthew Miau | Management | For | Voted - Withheld |
Elect Director Nayaki Nayyar | Management | For | Voted - For |
Elect Director Matthew Nord | Management | For | Voted - For |
Elect Director Merline Saintil | Management | For | Voted - For |
Elect Director Duane E. Zitzner | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
TE CONNECTIVITY LTD. | |||
Security ID: H84989104 Ticker: TEL | |||
Meeting Date: 15-Mar-23 | |||
Elect Director Jean-Pierre Clamadieu | Management | For | Voted - For |
Elect Director Terrence R. Curtin | Management | For | Voted - For |
Elect Director Carol A. (John) Davidson | Management | For | Voted - For |
Elect Director Lynn A. Dugle | Management | For | Voted - For |
Elect Director William A. Jeffrey | Management | For | Voted - For |
Elect Director Syaru Shirley Lin | Management | For | Voted - For |
Elect Director Thomas J. Lynch | Management | For | Voted - For |
Elect Director Heath A. Mitts | Management | For | Voted - For |
Elect Director Abhijit Y. Talwalkar | Management | For | Voted - For |
Elect Director Mark C. Trudeau | Management | For | Voted - For |
Elect Director Dawn C. Willoughby | Management | For | Voted - For |
Elect Director Laura H. Wright | Management | For | Voted - For |
Elect Board Chairman Thomas J. Lynch | Management | For | Voted - For |
Elect Abhijit Y. Talwalkar as Member of Management | |||
Development and Compensation Committee | Management | For | Voted - For |
Elect Mark C. Trudeau as Member of Management | |||
Development and Compensation Committee | Management | For | Voted - For |
Elect Dawn C. Willoughby as Member of Management | |||
Development and Compensation Committee | Management | For | Voted - For |
Designate Rene Schwarzenbach as Independent Proxy | Management | For | Voted - For |
Accept Annual Report for Fiscal Year Ended | |||
September 30, 2022 | Management | For | Voted - For |
Accept Statutory Financial Statements for Fiscal | |||
Year Ended September 30, 2022 | Management | For | Voted - For |
Approve Consolidated Financial Statements for | |||
Fiscal Year Ended September 30, 2022 | Management | For | Voted - For |
Approve Discharge of Board and Senior Management | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Independent | |||
Registered Public Accounting Firm for Fiscal Year | |||
2023 | Management | For | Voted - For |
Ratify Deloitte AG as Swiss Registered Auditors | Management | For | Voted - For |
Ratify PricewaterhouseCoopers AG as Special Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
468
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Remuneration Report | Management | For | Voted - For |
Approve Remuneration of Executive Management in the | |||
Amount of USD 53.5 Million | Management | For | Voted - For |
Approve Remuneration of Board of Directors in the | |||
Amount of USD 4.1 Million | Management | For | Voted - For |
Approve Allocation of Available Earnings at | |||
September 30, 2022 | Management | For | Voted - For |
Approve Declaration of Dividend | Management | For | Voted - For |
Authorize Share Repurchase Program | Management | For | Voted - For |
Approve Reduction in Share Capital via Cancelation | |||
of Shares | Management | For | Voted - For |
Amend Articles to Reflect Changes in Capital | Management | For | Voted - For |
TELEDYNE TECHNOLOGIES INCORPORATED | |||
Security ID: 879360105 Ticker: TDY | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Kenneth C. Dahlberg | Management | For | Voted - For |
Elect Director Michelle A. Kumbier | Management | For | Voted - For |
Elect Director Robert A. Malone | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
TELEFLEX INCORPORATED | |||
Security ID: 879369106 Ticker: TFX | |||
Meeting Date: 05-May-23 | |||
Elect Director Gretchen R. Haggerty | Management | For | Voted - For |
Elect Director Liam J. Kelly | Management | For | Voted - For |
Elect Director Jaewon Ryu | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
469
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
TERADYNE, INC. | |||
Security ID: 880770102 Ticker: TER | |||
Meeting Date: 12-May-23 | |||
Elect Director Timothy E. Guertin | Management | For | Voted - For |
Elect Director Peter Herweck | Management | For | Voted - For |
Elect Director Mercedes Johnson | Management | For | Voted - For |
Elect Director Ernest E. Maddock | Management | For | Voted - Against |
Elect Director Marilyn Matz | Management | For | Voted - For |
Elect Director Gregory S. Smith | Management | For | Voted - For |
Elect Director Ford Tamer | Management | For | Voted - For |
Elect Director Paul J. Tufano | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
TESLA, INC. | |||
Security ID: 88160R101 Ticker: TSLA | |||
Meeting Date: 04-Aug-22 | |||
Elect Director Ira Ehrenpreis | Management | For | Voted - Against |
Elect Director Kathleen Wilson-Thompson | Management | For | Voted - Against |
Reduce Director Terms from Three to Two Years | Management | For | Voted - For |
Eliminate Supermajority Voting Provisions | Management | For | Voted - For |
Increase Authorized Common Stock | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Adopt Proxy Access Right | Shareholder | Against | Voted - Against |
Report on Efforts to Prevent Harassment and | |||
Discrimination in the Workplace | Shareholder | Against | Voted - For |
Report on Racial and Gender Board Diversity | Shareholder | Against | Voted - Against |
Report on the Impacts of Using Mandatory Arbitration | Shareholder | Against | Voted - Against |
Report on Corporate Climate Lobbying in line with | |||
Paris Agreement | Shareholder | Against | Voted - Against |
Adopt a Policy on Respecting Rights to Freedom of | |||
Association and Collective Bargaining | Shareholder | Against | Voted - Against |
Report on Eradicating Child Labor in Battery Supply | |||
Chain | Shareholder | Against | Voted - Against |
Meeting Date: 09-Aug-22 | |||
Report on Water Risk Exposure | Shareholder | Against | Voted - Against |
Meeting Date: 16-May-23 | |||
Elect Director Elon Musk | Management | For | Voted - For |
Elect Director Robyn Denholm | Management | For | Voted - For |
470
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director JB Straubel | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Key-Person Risk and Efforts to Ameliorate | |||
It Shareholder | Against | Voted - Against | |
TETRA TECH, INC. | |||
Security ID: 88162G103 Ticker: TTEK | |||
Meeting Date: 28-Feb-23 | |||
Elect Director Dan L. Batrack | Management | For | Voted - For |
Elect Director Gary R. Birkenbeuel | Management | For | Voted - For |
Elect Director Prashant Gandhi | Management | For | Voted - For |
Elect Director Joanne M. Maguire | Management | For | Voted - For |
Elect Director Christiana Obiaya | Management | For | Voted - For |
Elect Director Kimberly E. Ritrievi | Management | For | Voted - For |
Elect Director J. Kenneth Thompson | Management | For | Voted - For |
Elect Director Kirsten M. Volpi | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 01-Mar-23 | |||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
TEXAS INSTRUMENTS INCORPORATED | |||
Security ID: 882508104 Ticker: TXN | |||
Meeting Date: 27-Apr-23 | |||
Elect Director Mark A. Blinn | Management | For | Voted - For |
Elect Director Todd M. Bluedorn | Management | For | Voted - For |
Elect Director Janet F. Clark | Management | For | Voted - For |
Elect Director Carrie S. Cox | Management | For | Voted - For |
Elect Director Martin S. Craighead | Management | For | Voted - For |
Elect Director Curtis C. Farmer | Management | For | Voted - For |
Elect Director Jean M. Hobby | Management | For | Voted - For |
Elect Director Haviv Ilan | Management | For | Voted - For |
Elect Director Ronald Kirk | Management | For | Voted - For |
Elect Director Pamela H. Patsley | Management | For | Voted - For |
Elect Director Robert E. Sanchez | Management | For | Voted - For |
Elect Director Richard K. Templeton | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
471
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Meeting Date: 28-Apr-23 | |||
Report on Due Diligence Efforts to Trace End-User | |||
Misuse of Company Products | Shareholder | Against | Voted - Against |
TEXAS PACIFIC LAND CORP. | |||
Security ID: 88262P102 Ticker: TPL | |||
Meeting Date: 18-May-23 | |||
Elect Director Rhys J. Best | Management | For | Voted - For |
Elect Director Donald G. Cook | Management | For | Voted - For |
Elect Director Donna E. Epps | Management | For | Voted - For |
Elect Director Eric L. Oliver | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Increase Authorized Common Stock | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Provide Right to Call a Special Meeting at a 10 | |||
Percent Ownership Threshold | Shareholder | Against | Voted - Against |
Employ Advisors In Connection with Evaluation of | |||
Potential Spinoff | Shareholder | Against | Voted - Against |
Release All Remaining Obligations of the | |||
Stockholders' Agreement | Shareholder | Against | Voted - Against |
Provide Right to Act by Written Consent | Shareholder | Against | Voted - For |
Require a Majority Vote Standard for the Election | |||
of Directors with Mandatory Resignation Policy | Shareholder | Against | Voted - Against |
TEXTRON INC. | |||
Security ID: 883203101 Ticker: TXT | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Richard F. Ambrose | Management | For | Voted - For |
Elect Director Kathleen M. Bader | Management | For | Voted - For |
Elect Director R. Kerry Clark | Management | For | Voted - For |
Elect Director Scott C. Donnelly | Management | For | Voted - For |
Elect Director Deborah Lee James | Management | For | Voted - For |
Elect Director Thomas A. Kennedy | Management | For | Voted - For |
Elect Director Lionel L. Nowell, III | Management | For | Voted - For |
Elect Director James L. Ziemer | Management | For | Voted - For |
Elect Director Maria T. Zuber | Management | For | Voted - For |
472
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
THE AES CORPORATION | |||
Security ID: 00130H105 Ticker: AES | |||
Meeting Date: 20-Apr-23 | |||
Elect Director Janet G. Davidson | Management | For | Voted - For |
Elect Director Andres R. Gluski | Management | For | Voted - For |
Elect Director Tarun Khanna | Management | For | Voted - For |
Elect Director Holly K. Koeppel | Management | For | Voted - For |
Elect Director Julia M. Laulis | Management | For | Voted - For |
Elect Director Alain Monie | Management | For | Voted - For |
Elect Director John B. Morse, Jr. | Management | For | Voted - For |
Elect Director Moises Naim | Management | For | Voted - For |
Elect Director Teresa M. Sebastian | Management | For | Voted - For |
Elect Director Maura Shaughnessy | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Meeting Date: 21-Apr-23 | |||
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
THE ALLSTATE CORPORATION | |||
Security ID: 020002101 Ticker: ALL | |||
Meeting Date: 23-May-23 | |||
Elect Director Donald E. Brown | Management | For | Voted - For |
Elect Director Kermit R. Crawford | Management | For | Voted - For |
Elect Director Richard T. Hume | Management | For | Voted - For |
Elect Director Margaret M. Keane | Management | For | Voted - For |
Elect Director Siddharth N. Mehta | Management | For | Voted - For |
Elect Director Jacques P. Perold | Management | For | Voted - For |
Elect Director Andrea Redmond | Management | For | Voted - For |
Elect Director Gregg M. Sherrill | Management | For | Voted - For |
Elect Director Judith A. Sprieser | Management | For | Voted - For |
Elect Director Perry M. Traquina | Management | For | Voted - For |
Elect Director Monica Turner | Management | For | Voted - For |
Elect Director Thomas J. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
473
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
THE BANK OF NEW YORK MELLON CORPORATION | |||
Security ID: 064058100 Ticker: BK | |||
Meeting Date: 12-Apr-23 | |||
Elect Director Linda Z. Cook | Management | For | Voted - For |
Elect Director Joseph J. Echevarria | Management | For | Voted - For |
Elect Director M. Amy Gilliland | Management | For | Voted - For |
Elect Director Jeffrey A. Goldstein | Management | For | Voted - For |
Elect Director K. Guru Gowrappan | Management | For | Voted - For |
Elect Director Ralph Izzo | Management | For | Voted - For |
Elect Director Sandra E. "Sandie" O'Connor | Management | For | Voted - For |
Elect Director Elizabeth E. Robinson | Management | For | Voted - For |
Elect Director Frederick O. Terrell | Management | For | Voted - For |
Elect Director Robin A. Vince | Management | For | Voted - For |
Elect Director Alfred W. "Al" Zollar | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Meeting Date: 13-Apr-23 | |||
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
THE BOEING COMPANY | |||
Security ID: 097023105 Ticker: BA | |||
Meeting Date: 18-Apr-23 | |||
Elect Director Robert A. Bradway | Management | For | Voted - For |
Elect Director David L. Calhoun | Management | For | Voted - For |
Elect Director Lynne M. Doughtie | Management | For | Voted - For |
Elect Director David L. Gitlin | Management | For | Voted - For |
Elect Director Lynn J. Good | Management | For | Voted - For |
Elect Director Stayce D. Harris | Management | For | Voted - For |
Elect Director Akhil Johri | Management | For | Voted - For |
Elect Director David L. Joyce | Management | For | Voted - For |
Elect Director Lawrence W. Kellner | Management | For | Voted - For |
Elect Director Steven M. Mollenkopf | Management | For | Voted - For |
Elect Director John M. Richardson | Management | For | Voted - For |
Elect Director Sabrina Soussan | Management | For | Voted - For |
Elect Director Ronald A. Williams | Management | For | Voted - For |
474
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
Report on Median Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
THE CARLYLE GROUP INC. | |||
Security ID: 14316J108 Ticker: CG | |||
Meeting Date: 30-May-23 | |||
Elect Director William E. Conway, Jr. | Management | For | Voted - For |
Elect Director Lawton W. Fitt | Management | For | Voted - For |
Elect Director Mark S. Ordan | Management | For | Voted - For |
Elect Director Anthony Welters | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Meeting Date: 31-May-23 | |||
Adopt Simple Majority Vote | Shareholder | For | Voted - For |
THE CHARLES SCHWAB CORPORATION | |||
Security ID: 808513105 Ticker: SCHW | |||
Meeting Date: 18-May-23 | |||
Elect Director Marianne C. Brown | Management | For | Voted - For |
Elect Director Frank C. Herringer | Management | For | Voted - For |
Elect Director Gerri K. Martin-Flickinger | Management | For | Voted - For |
Elect Director Todd M. Ricketts | Management | For | Voted - For |
Elect Director Carolyn Schwab-Pomerantz | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
Report on Risks Related to Discrimination Against | |||
Individuals Including Political Views | Shareholder | Against | Voted - Against |
475
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
THE CIGNA GROUP | |||
Security ID: 125523100 Ticker: CI | |||
Meeting Date: 26-Apr-23 | |||
Elect Director David M. Cordani | Management | For | Voted - For |
Elect Director William J. DeLaney | Management | For | Voted - For |
Elect Director Eric J. Foss | Management | For | Voted - For |
Elect Director Elder Granger | Management | For | Voted - For |
Elect Director Neesha Hathi | Management | For | Voted - For |
Elect Director George Kurian | Management | For | Voted - For |
Elect Director Kathleen M. Mazzarella | Management | For | Voted - For |
Elect Director Mark B. McClellan | Management | For | Voted - For |
Elect Director Kimberly A. Ross | Management | For | Voted - For |
Elect Director Eric C. Wiseman | Management | For | Voted - For |
Elect Director Donna F. Zarcone | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Certificate of Incorporation to Limit the | |||
Liability of Certain Officers | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Report on Congruency of Political Spending with | |||
Company Values and Priorities | Shareholder | Against | Voted - Against |
THE CLOROX COMPANY | |||
Security ID: 189054109 Ticker: CLX | |||
Meeting Date: 16-Nov-22 | |||
Elect Director Amy L. Banse | Management | For | Voted - For |
Elect Director Julia Denman | Management | For | Voted - For |
Elect Director Spencer C. Fleischer | Management | For | Voted - For |
Elect Director Esther Lee | Management | For | Voted - For |
Elect Director A.D. David Mackay | Management | For | Voted - For |
Elect Director Paul Parker | Management | For | Voted - For |
Elect Director Stephanie Plaines | Management | For | Voted - For |
Elect Director Linda Rendle | Management | For | Voted - For |
Elect Director Matthew J. Shattock | Management | For | Voted - For |
Elect Director Kathryn Tesija | Management | For | Voted - For |
Elect Director Russell J. Weiner | Management | For | Voted - For |
Elect Director Christopher J. Williams | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
476
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
THE COCA-COLA COMPANY | |||
Security ID: 191216100 Ticker: KO | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Herb Allen | Management | For | Voted - For |
Elect Director Marc Bolland | Management | For | Voted - For |
Elect Director Ana Botin | Management | For | Voted - For |
Elect Director Christopher C. Davis | Management | For | Voted - For |
Elect Director Barry Diller | Management | For | Voted - For |
Elect Director Carolyn Everson | Management | For | Voted - For |
Elect Director Helene D. Gayle | Management | For | Voted - For |
Elect Director Alexis M. Herman | Management | For | Voted - For |
Elect Director Maria Elena Lagomasino | Management | For | Voted - For |
Elect Director Amity Millhiser | Management | For | Voted - For |
Elect Director James Quincey | Management | For | Voted - For |
Elect Director Caroline J. Tsay | Management | For | Voted - For |
Elect Director David B. Weinberg | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Third-Party Civil Rights Audit | Shareholder | Against | Voted - Against |
Issue Transparency Report on Global Public Policy | |||
and Political Influence | Shareholder | Against | Voted - Against |
Report on Congruency of Political Spending with | |||
Company Values and Priorities | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Risk Due to Restrictions on Reproductive | |||
Rights | Shareholder | Against | Voted - Against |
THE COOPER COMPANIES, INC. | |||
Security ID: 216648402 Ticker: COO | |||
Meeting Date: 15-Mar-23 | |||
Elect Director Colleen E. Jay | Management | For | Voted - For |
Elect Director William A. Kozy | Management | For | Voted - For |
Elect Director Cynthia L. Lucchese | Management | For | Voted - For |
Elect Director Teresa S. Madden | Management | For | Voted - For |
Elect Director Gary S. Petersmeyer | Management | For | Voted - For |
Elect Director Maria Rivas | Management | For | Voted - For |
Elect Director Robert S. Weiss | Management | For | Voted - For |
Elect Director Albert G. White, III | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
477
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Meeting Date: 16-Mar-23 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
THE ESTEE LAUDER COMPANIES INC. | |||
Security ID: 518439104 Ticker: EL | |||
Meeting Date: 18-Nov-22 | |||
Elect Director Ronald S. Lauder | Management | For | Voted - For |
Elect Director William P. Lauder | Management | For | Voted - Withheld |
Elect Director Richard D. Parsons | Management | For | Voted - Withheld |
Elect Director Lynn Forester de Rothschild | Management | For | Voted - For |
Elect Director Jennifer Tejada | Management | For | Voted - Withheld |
Elect Director Richard F. Zannino | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Meeting Date: 30-Nov-22 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
THE GOLDMAN SACHS GROUP, INC. | |||
Security ID: 38141G104 Ticker: GS | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Michele Burns | Management | For | Voted - For |
Elect Director Mark Flaherty | Management | For | Voted - For |
Elect Director Kimberley Harris | Management | For | Voted - For |
Elect Director Kevin Johnson | Management | For | Voted - For |
Elect Director Ellen Kullman | Management | For | Voted - For |
Elect Director Lakshmi Mittal | Management | For | Voted - For |
Elect Director Adebayo Ogunlesi | Management | For | Voted - For |
Elect Director Peter Oppenheimer | Management | For | Voted - For |
Elect Director David Solomon | Management | For | Voted - For |
Elect Director Jan Tighe | Management | For | Voted - For |
Elect Director Jessica Uhl | Management | For | Voted - For |
Elect Director David Viniar | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Publish Third-Party Review on Chinese Congruency of | |||
Certain ETFs | Shareholder | Against | Voted - Against |
Oversee and Report a Racial Equity Audit | Shareholder | Against | Voted - Against |
478
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
Disclose 2030 Absolute GHG Reduction Targets | |||
Associated with Lending and Underwriting | Shareholder | Against | Voted - Against |
Report on Climate Transition Plan Describing | |||
Efforts to Align Financing Activities with GHG | |||
Targets | Shareholder | Against | Voted - Against |
Report on Median Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
THE HARTFORD FINANCIAL SERVICES GROUP, INC. | |||
Security ID: 416515104 Ticker: HIG | |||
Meeting Date: 17-May-23 | |||
Elect Director Larry D. De Shon | Management | For | Voted - For |
Elect Director Carlos Dominguez | Management | For | Voted - For |
Elect Director Trevor Fetter | Management | For | Voted - For |
Elect Director Donna A. James | Management | For | Voted - For |
Elect Director Kathryn A. Mikells | Management | For | Voted - For |
Elect Director Edmund Reese | Management | For | Voted - For |
Elect Director Teresa Wynn Roseborough | Management | For | Voted - For |
Elect Director Virginia P. Ruesterholz | Management | For | Voted - For |
Elect Director Christopher J. Swift | Management | For | Voted - For |
Elect Director Matthew E. Winter | Management | For | Voted - For |
Elect Director Greig Woodring | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
THE HERSHEY COMPANY | |||
Security ID: 427866108 Ticker: HSY | |||
Meeting Date: 16-May-23 | |||
Elect Director Pamela M. Arway | Management | For | Voted - For |
Elect Director Michele G. Buck | Management | For | Voted - For |
Elect Director Victor L. Crawford | Management | For | Voted - For |
Elect Director Robert M. Dutkowsky | Management | For | Voted - Withheld |
Elect Director Mary Kay Haben | Management | For | Voted - For |
Elect Director James C. Katzman | Management | For | Voted - Withheld |
Elect Director M. Diane Koken | Management | For | Voted - For |
Elect Director Huong Maria T. Kraus | Management | For | Voted - For |
Elect Director Robert M. Malcolm | Management | For | Voted - Withheld |
Elect Director Anthony J. Palmer | Management | For | Voted - Withheld |
Elect Director Juan R. Perez | Management | For | Voted - Withheld |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
479
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 17-May-23 | |||
Report on Human Rights Impacts of Living Wage & | |||
Income Position Statement | Shareholder | Against | Voted - Against |
THE HOME DEPOT, INC. | |||
Security ID: 437076102 Ticker: HD | |||
Meeting Date: 18-May-23 | |||
Elect Director Gerard J. Arpey | Management | For | Voted - For |
Elect Director Ari Bousbib | Management | For | Voted - For |
Elect Director Jeffery H. Boyd | Management | For | Voted - For |
Elect Director Gregory D. Brenneman | Management | For | Voted - For |
Elect Director J. Frank Brown | Management | For | Voted - For |
Elect Director Albert P. Carey | Management | For | Voted - For |
Elect Director Edward P. Decker | Management | For | Voted - For |
Elect Director Linda R. Gooden | Management | For | Voted - For |
Elect Director Wayne M. Hewett | Management | For | Voted - For |
Elect Director Manuel Kadre | Management | For | Voted - For |
Elect Director Stephanie C. Linnartz | Management | For | Voted - For |
Elect Director Paula Santilli | Management | For | Voted - For |
Elect Director Caryn Seidman-Becker | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to | |||
Request Action by Written Consent | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Report on Political Expenditures Congruence | Shareholder | Against | Voted - Against |
Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Voted - Against |
Encourage Senior Management Commitment to Avoid | |||
Political Speech | Shareholder | Against | Voted - Against |
THE INTERPUBLIC GROUP OF COMPANIES, INC. | |||
Security ID: 460690100 Ticker: IPG | |||
Meeting Date: 25-May-23 | |||
Elect Director Jocelyn Carter-Miller | Management | For | Voted - For |
Elect Director Mary J. Steele Guilfoile | Management | For | Voted - For |
Elect Director Dawn Hudson | Management | For | Voted - For |
Elect Director Philippe Krakowsky | Management | For | Voted - For |
Elect Director Jonathan F. Miller | Management | For | Voted - For |
480
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Patrick Q. Moore | Management | For | Voted - For |
Elect Director Linda S. Sanford | Management | For | Voted - For |
Elect Director David M. Thomas | Management | For | Voted - For |
Elect Director E. Lee Wyatt Jr. | Management | For | Voted - For |
Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
THE J. M. SMUCKER COMPANY | |||
Security ID: 832696405 Ticker: SJM | |||
Meeting Date: 17-Aug-22 | |||
Elect Director Susan E. Chapman-Hughes | Management | For | Voted - For |
Elect Director Paul J. Dolan | Management | For | Voted - For |
Elect Director Jay L. Henderson | Management | For | Voted - For |
Elect Director Jonathan E. Johnson, III | Management | For | Voted - For |
Elect Director Kirk L. Perry | Management | For | Voted - For |
Elect Director Sandra Pianalto | Management | For | Voted - For |
Elect Director Alex Shumate | Management | For | Voted - For |
Elect Director Mark T. Smucker | Management | For | Voted - For |
Elect Director Richard K. Smucker | Management | For | Voted - For |
Elect Director Jodi L. Taylor | Management | For | Voted - For |
Elect Director Dawn C. Willoughby | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Amend Votes Per Share of Existing Stock | Management | For | Voted - For |
THE KRAFT HEINZ COMPANY | |||
Security ID: 500754106 Ticker: KHC | |||
Meeting Date: 04-May-23 | |||
Elect Director Gregory E. Abel | Management | For | Voted - For |
Elect Director Humberto P. Alfonso | Management | For | Voted - For |
Elect Director John T. Cahill | Management | For | Voted - For |
Elect Director Lori Dickerson Fouche | Management | For | Voted - For |
Elect Director Diane Gherson | Management | For | Voted - For |
Elect Director Timothy Kenesey | Management | For | Voted - For |
Elect Director Alicia Knapp | Management | For | Voted - For |
Elect Director Elio Leoni Sceti | Management | For | Voted - For |
Elect Director Susan Mulder | Management | For | Voted - For |
Elect Director James Park | Management | For | Voted - For |
Elect Director Miguel Patricio | Management | For | Voted - For |
Elect Director John C. Pope | Management | For | Voted - Against |
481
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | Against | Voted - Against |
Report on Supply Chain Water Risk Exposure | Shareholder | Against | Voted - Against |
Commission a Civil Rights and Non-Discrimination | |||
Audit | Shareholder | Against | Voted - Against |
THE KROGER CO. | |||
Security ID: 501044101 Ticker: KR | |||
Meeting Date: 22-Jun-23 | |||
Elect Director Nora A. Aufreiter | Management | For | Voted - For |
Elect Director Kevin M. Brown | Management | For | Voted - For |
Elect Director Elaine L. Chao | Management | For | Voted - For |
Elect Director Anne Gates | Management | For | Voted - For |
Elect Director Karen M. Hoguet | Management | For | Voted - For |
Elect Director W. Rodney McMullen | Management | For | Voted - For |
Elect Director Clyde R. Moore | Management | For | Voted - For |
Elect Director Ronald L. Sargent | Management | For | Voted - For |
Elect Director J. Amanda Sourry Knox (Amanda Sourry) | Management | For | Voted - For |
Elect Director Mark S. Sutton | Management | For | Voted - For |
Elect Director Ashok Vemuri | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Report on Public Health Costs Due to Tobacco | |||
Product Sales and the Impact on Overall Market | Shareholder | Against | Voted - Against |
Report on Charitable Contributions | Shareholder | Against | Voted - Against |
Report on Efforts to Reduce Plastic Use | Shareholder | Against | Voted - Against |
Report on Gender/Racial Pay Gap | Shareholder | Against | Voted - Against |
Meeting Date: 26-Jun-23 | |||
Report on Risks of Omitting Viewpoint and | |||
Ideological Diversity from EEO Policy | Shareholder | Against | Voted - Against |
THE MOSAIC COMPANY | |||
Security ID: 61945C103 Ticker: MOS | |||
Meeting Date: 25-May-23 | |||
Elect Director Cheryl K. Beebe | Management | For | Voted - For |
Elect Director Gregory L. Ebel | Management | For | Voted - For |
Elect Director Timothy S. Gitzel | Management | For | Voted - For |
Elect Director Denise C. Johnson | Management | For | Voted - For |
Elect Director Emery N. Koenig | Management | For | Voted - For |
482
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director James (Joc) C. O'Rourke | Management | For | Voted - For |
Elect Director David T. Seaton | Management | For | Voted - For |
Elect Director Steven M. Seibert | Management | For | Voted - For |
Elect Director Joao Roberto Goncalves Teixeira | Management | For | Voted - For |
Elect Director Gretchen H. Watkins | Management | For | Voted - For |
Elect Director Kelvin R. Westbrook | Management | For | Voted - For |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to Call | |||
Special Meeting | Shareholder | Against | Voted - Against |
Report on Efforts to Reduce GHG Emissions in | |||
Alignment with Paris Agreement Goal | Shareholder | Against | Voted - Against |
THE PNC FINANCIAL SERVICES GROUP, INC. | |||
Security ID: 693475105 Ticker: PNC | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Joseph Alvarado | Management | For | Voted - For |
Elect Director Debra A. Cafaro | Management | For | Voted - For |
Elect Director Marjorie Rodgers Cheshire | Management | For | Voted - For |
Elect Director William S. Demchak | Management | For | Voted - For |
Elect Director Andrew T. Feldstein | Management | For | Voted - For |
Elect Director Richard J. Harshman | Management | For | Voted - For |
Elect Director Daniel R. Hesse | Management | For | Voted - For |
Elect Director Renu Khator | Management | For | Voted - For |
Elect Director Linda R. Medler | Management | For | Voted - For |
Elect Director Robert A. Niblock | Management | For | Voted - For |
Elect Director Martin Pfinsgraff | Management | For | Voted - For |
Elect Director Bryan S. Salesky | Management | For | Voted - For |
Elect Director Toni Townes-whitley | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
THE PROCTER & GAMBLE COMPANY | |||
Security ID: 742718109 Ticker: PG | |||
Meeting Date: 11-Oct-22 | |||
Elect Director B. Marc Allen | Management | For | Voted - For |
Elect Director Angela F. Braly | Management | For | Voted - For |
Elect Director Amy L. Chang | Management | For | Voted - For |
Elect Director Joseph Jimenez | Management | For | Voted - For |
Elect Director Christopher Kempczinski | Management | For | Voted - For |
483
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Debra L. Lee | Management | For | Voted - For |
Elect Director Terry J. Lundgren | Management | For | Voted - For |
Elect Director Christine M. McCarthy | Management | For | Voted - For |
Elect Director Jon R. Moeller | Management | For | Voted - For |
Elect Director Rajesh Subramaniam | Management | For | Voted - For |
Elect Director Patricia A. Woertz | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Meeting Date: 13-Oct-22 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
THE PROGRESSIVE CORPORATION | |||
Security ID: 743315103 Ticker: PGR | |||
Meeting Date: 12-May-23 | |||
Elect Director Danelle M. Barrett | Management | For | Voted - For |
Elect Director Philip Bleser | Management | For | Voted - For |
Elect Director Stuart B. Burgdoerfer | Management | For | Voted - For |
Elect Director Pamela J. Craig | Management | For | Voted - For |
Elect Director Charles A. Davis | Management | For | Voted - For |
Elect Director Roger N. Farah | Management | For | Voted - For |
Elect Director Lawton W. Fitt | Management | For | Voted - For |
Elect Director Susan Patricia Griffith | Management | For | Voted - For |
Elect Director Devin C. Johnson | Management | For | Voted - For |
Elect Director Jeffrey D. Kelly | Management | For | Voted - For |
Elect Director Barbara R. Snyder | Management | For | Voted - For |
Elect Director Kahina Van Dyke | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
THE SHERWIN-WILLIAMS COMPANY | |||
Security ID: 824348106 Ticker: SHW | |||
Meeting Date: 19-Apr-23 | |||
Elect Director Kerrii B. Anderson | Management | For | Voted - For |
Elect Director Arthur F. Anton | Management | For | Voted - For |
Elect Director Jeff M. Fettig | Management | For | Voted - For |
Elect Director John G. Morikis | Management | For | Voted - For |
Elect Director Christine A. Poon | Management | For | Voted - For |
Elect Director Aaron M. Powell | Management | For | Voted - For |
Elect Director Marta R. Stewart | Management | For | Voted - For |
Elect Director Michael H. Thaman | Management | For | Voted - For |
Elect Director Matthew Thornton, III | Management | For | Voted - For |
484
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 20-Apr-23 | |||
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
THE SOUTHERN COMPANY | |||
Security ID: 842587107 Ticker: SO | |||
Meeting Date: 24-May-23 | |||
Elect Director Janaki Akella | Management | For | Voted - For |
Elect Director Henry A. "Hal" Clark, III | Management | For | Voted - For |
Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | Voted - For |
Elect Director Thomas A. Fanning | Management | For | Voted - For |
Elect Director David J. Grain | Management | For | Voted - For |
Elect Director Colette D. Honorable | Management | For | Voted - For |
Elect Director Donald M. James | Management | For | Voted - For |
Elect Director John D. Johns | Management | For | Voted - For |
Elect Director Dale E. Klein | Management | For | Voted - For |
Elect Director David E. Meador | Management | For | Voted - For |
Elect Director Ernest J. Moniz | Management | For | Voted - For |
Elect Director William G. Smith, Jr. | Management | For | Voted - For |
Elect Director Kristine L. Svinicki | Management | For | Voted - For |
Elect Director Lizanne Thomas | Management | For | Voted - For |
Elect Director Christopher C. Womack | Management | For | Voted - For |
Elect Director E. Jenner Wood, III | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Adopt Scope 3 GHG Emissions Reduction Targets | |||
Aligned with Paris Agreement Goal | Shareholder | Against | Voted - Against |
Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Voted - Against |
THE TJX COMPANIES, INC. | |||
Security ID: 872540109 Ticker: TJX | |||
Meeting Date: 06-Jun-23 | |||
Elect Director Jose B. Alvarez | Management | For | Voted - For |
Elect Director Alan M. Bennett | Management | For | Voted - For |
Elect Director Rosemary T. Berkery | Management | For | Voted - For |
Elect Director David T. Ching | Management | For | Voted - For |
Elect Director C. Kim Goodwin | Management | For | Voted - For |
485
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Ernie Herrman | Management | For | Voted - For |
Elect Director Amy B. Lane | Management | For | Voted - For |
Elect Director Carol Meyrowitz | Management | For | Voted - For |
Elect Director Jackwyn L. Nemerov | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Third-Party Assessment of Human Rights | |||
Due Diligence in Supply Chain | Shareholder | Against | Voted - Against |
Report on Risk from Supplier Misclassification of | |||
Supplier's Employees | Shareholder | Against | Voted - Against |
Meeting Date: 07-Jun-23 | |||
Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Voted - Against |
THE TORO COMPANY | |||
Security ID: 891092108 Ticker: TTC | |||
Meeting Date: 21-Mar-23 | |||
Elect Director Jeffrey M. Ettinger | Management | For | Voted - For |
Elect Director Eric P. Hansotia | Management | For | Voted - For |
Elect Director D. Christian Koch | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 23-Mar-23 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
THE TRADE DESK, INC. | |||
Security ID: 88339J105 Ticker: TTD | |||
Meeting Date: 25-May-23 | |||
Elect Director Jeff T. Green | Management | For | Voted - Withheld |
Elect Director Andrea L. Cunningham | Management | For | Voted - Withheld |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
THE TRAVELERS COMPANIES, INC. | |||
Security ID: 89417E109 Ticker: TRV | |||
Meeting Date: 24-May-23 | |||
Elect Director Alan L. Beller | Management | For | Voted - For |
Elect Director Janet M. Dolan | Management | For | Voted - For |
486
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Russell G. Golden | Management | For | Voted - For |
Elect Director Patricia L. Higgins | Management | For | Voted - For |
Elect Director William J. Kane | Management | For | Voted - For |
Elect Director Thomas B. Leonardi | Management | For | Voted - For |
Elect Director Clarence Otis, Jr. | Management | For | Voted - For |
Elect Director Elizabeth E. Robinson | Management | For | Voted - For |
Elect Director Philip T. (Pete) Ruegger, III | Management | For | Voted - For |
Elect Director Rafael Santana | Management | For | Voted - For |
Elect Director Todd C. Schermerhorn | Management | For | Voted - For |
Elect Director Alan D. Schnitzer | Management | For | Voted - For |
Elect Director Laurie J. Thomsen | Management | For | Voted - For |
Elect Director Bridget van Kralingen | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Report on Efforts to Measure, Disclose and Reduce | |||
GHG Emissions Associated with Underwriting | Shareholder | Against | Voted - Against |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
for New Fossil Fuel Exploration and Development | Shareholder | Against | Voted - Against |
Oversee and Report on a Third-Party Racial Equity | |||
Audit | Shareholder | Against | Voted - Against |
Ensure Policies Do Not Support Police Violations of | |||
Civil Rights | Shareholder�� | Against | Voted - Against |
THE WALT DISNEY COMPANY | |||
Security ID: 254687106 Ticker: DIS | |||
Meeting Date: 03-Apr-23 | |||
Elect Director Mary T. Barra | Management | For | Voted - For |
Elect Director Safra A. Catz | Management | For | Voted - For |
Elect Director Amy L. Chang | Management | For | Voted - For |
Elect Director Francis A. deSouza | Management | For | Voted - For |
Elect Director Carolyn N. Everson | Management | For | Voted - For |
Elect Director Michael B.G. Froman | Management | For | Voted - For |
Elect Director Robert A. Iger | Management | For | Voted - For |
Elect Director Maria Elena Lagomasino | Management | For | Voted - For |
Elect Director Calvin R. McDonald | Management | For | Voted - For |
Elect Director Mark G. Parker | Management | For | Voted - For |
Elect Director Derica W. Rice | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Report on Charitable Contributions | Shareholder | Against | Voted - Against |
487
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Meeting Date: 05-Apr-23 | |||
Report on Political Expenditures | Shareholder | Against | Voted - Against |
THE WILLIAMS COMPANIES, INC. | |||
Security ID: 969457100 Ticker: WMB | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Alan S. Armstrong | Management | For | Voted - For |
Elect Director Stephen W. Bergstrom | Management | For | Voted - For |
Elect Director Michael A. Creel | Management | For | Voted - For |
Elect Director Stacey H. Dore | Management | For | Voted - For |
Elect Director Carri A. Lockhart | Management | For | Voted - For |
Elect Director Richard E. Muncrief | Management | For | Voted - For |
Elect Director Peter A. Ragauss | Management | For | Voted - For |
Elect Director Rose M. Robeson | Management | For | Voted - For |
Elect Director Scott D. Sheffield | Management | For | Voted - For |
Elect Director Murray D. Smith | Management | For | Voted - For |
Elect Director William H. Spence | Management | For | Voted - For |
Elect Director Jesse J. Tyson | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
THERMO FISHER SCIENTIFIC INC. | |||
Security ID: 883556102 Ticker: TMO | |||
Meeting Date: 24-May-23 | |||
Elect Director Marc N. Casper | Management | For | Voted - For |
Elect Director Nelson J. Chai | Management | For | Voted - For |
Elect Director Ruby R. Chandy | Management | For | Voted - For |
Elect Director C. Martin Harris | Management | For | Voted - For |
Elect Director Tyler Jacks | Management | For | Voted - For |
Elect Director R. Alexandra Keith | Management | For | Voted - For |
Elect Director James C. Mullen | Management | For | Voted - For |
Elect Director Lars R. Sorensen | Management | For | Voted - For |
Elect Director Debora L. Spar | Management | For | Voted - For |
Elect Director Scott M. Sperling | Management | For | Voted - For |
Elect Director Dion J. Weisler | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Approve Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
488
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
T-MOBILE US, INC. | |||
Security ID: 872590104 Ticker: TMUS | |||
Meeting Date: 16-Jun-23 | |||
Elect Director Andre Almeida | Management | For | Voted - Withheld |
Elect Director Marcelo Claure | Management | For | Voted - Withheld |
Elect Director Srikant M. Datar | Management | For | Voted - For |
Elect Director Srinivasan Gopalan | Management | For | Voted - Withheld |
Elect Director Timotheus Hottges | Management | For | Voted - Withheld |
Elect Director Christian P. Illek | Management | For | Voted - Withheld |
Elect Director Raphael Kubler | Management | For | Voted - Withheld |
Elect Director Thorsten Langheim | Management | For | Voted - Withheld |
Elect Director Dominique Leroy | Management | For | Voted - Withheld |
Elect Director Letitia A. Long | Management | For | Voted - For |
Elect Director G. Michael Sievert | Management | For | Voted - Withheld |
Elect Director Teresa A. Taylor | Management | For | Voted - For |
Elect Director Kelvin R. Westbrook | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Approve Omnibus Stock Plan | Management | For | Voted - For |
Meeting Date: 20-Jun-23 | |||
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
TRACTOR SUPPLY COMPANY | |||
Security ID: 892356106 Ticker: TSCO | |||
Meeting Date: 11-May-23 | |||
Elect Director Joy Brown | Management | For | Voted - For |
Elect Director Ricardo Cardenas | Management | For | Voted - For |
Elect Director Andre Hawaux | Management | For | Voted - For |
Elect Director Denise L. Jackson | Management | For | Voted - For |
Elect Director Ramkumar Krishnan | Management | For | Voted - For |
Elect Director Edna K. Morris | Management | For | Voted - For |
Elect Director Mark J. Weikel | Management | For | Voted - For |
Elect Director Harry A. Lawton, III | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
489
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
TRADEWEB MARKETS INC. | |||
Security ID: 892672106 Ticker: TW | |||
Meeting Date: 15-May-23 | |||
Elect Director Troy Dixon | Management | For | Voted - For |
Elect Director Scott Ganeles | Management | For | Voted - Withheld |
Elect Director Catherine Johnson | Management | For | Voted - Withheld |
Elect Director Murray Roos | Management | For | Voted - Withheld |
Meeting Date: 16-May-23 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
TRANE TECHNOLOGIES PLC | |||
Security ID: G8994E103 Ticker: TT | |||
Meeting Date: 01-Jun-23 | |||
Elect Director Kirk E. Arnold | Management | For | Voted - For |
Elect Director Ann C. Berzin | Management | For | Voted - For |
Elect Director April Miller Boise | Management | For | Voted - For |
Elect Director Gary D. Forsee | Management | For | Voted - For |
Elect Director Mark R. George | Management | For | Voted - For |
Elect Director John A. Hayes | Management | For | Voted - For |
Elect Director Linda P. Hudson | Management | For | Voted - Against |
Elect Director Myles P. Lee | Management | For | Voted - For |
Elect Director David S. Regnery | Management | For | Voted - For |
Elect Director Melissa N. Schaeffer | Management | For | Voted - For |
Elect Director John P. Surma | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Approve PricewaterhouseCoopers LLP as Auditors and | |||
Authorize Board to Fix Their Remuneration | Management | For | Voted - For |
Authorize Issue of Equity | Management | For | Voted - For |
Authorize Issue of Equity without Pre-emptive Rights | Management | For | Voted - For |
Authorize Reissuance of Repurchased Shares | Management | For | Voted - For |
TRANSDIGM GROUP INCORPORATED | |||
Security ID: 893641100 Ticker: TDG | |||
Meeting Date: 12-Jul-22 | |||
Elect Director David Barr | Management | For | Voted - For |
Elect Director Jane Cronin | Management | For | Voted - For |
Elect Director Mervin Dunn | Management | For | Voted - Withheld |
Elect Director Michael Graff | Management | For | Voted - Withheld |
490
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Sean Hennessy | Management | For | Voted - Withheld |
Elect Director W. Nicholas Howley | Management | For | Voted - For |
Elect Director Gary E. McCullough | Management | For | Voted - For |
Elect Director Michele Santana | Management | For | Voted - For |
Elect Director Robert Small | Management | For | Voted - Withheld |
Elect Director John Staer | Management | For | Voted - For |
Elect Director Kevin Stein | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Meeting Date: 09-Mar-23 | |||
Elect Director David Barr | Management | For | Voted - For |
Elect Director Jane Cronin | Management | For | Voted - For |
Elect Director Mervin Dunn | Management | For | Voted - Withheld |
Elect Director Michael Graff | Management | For | Voted - Withheld |
Elect Director Sean Hennessy | Management | For | Voted - Withheld |
Elect Director W. Nicholas Howley | Management | For | Voted - For |
Elect Director Gary E. McCullough | Management | For | Voted - For |
Elect Director Michele Santana | Management | For | Voted - For |
Elect Director Robert Small | Management | For | Voted - Withheld |
Elect Director John Staer | Management | For | Voted - For |
Elect Director Kevin Stein | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Meeting Date: 10-Mar-23 | |||
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
TRANSUNION | |||
Security ID: 89400J107 Ticker: TRU | |||
Meeting Date: 04-May-23 | |||
Elect Director George M. Awad | Management | For | Voted - For |
Elect Director William P. (Billy) Bosworth | Management | For | Voted - For |
Elect Director Christopher A. Cartwright | Management | For | Voted - For |
Elect Director Suzanne P. Clark | Management | For | Voted - For |
Elect Director Hamidou Dia | Management | For | Voted - For |
Elect Director Russell P. Fradin | Management | For | Voted - For |
Elect Director Charles E. Gottdiener | Management | For | Voted - For |
Elect Director Pamela A. Joseph | Management | For | Voted - For |
Elect Director Thomas L. Monahan, III | Management | For | Voted - For |
Elect Director Ravi Kumar Singisetti | Management | For | Voted - For |
Elect Director Linda K. Zukauckas | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
491
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
TRIMBLE INC. | |||
Security ID: 896239100 Ticker: TRMB | |||
Meeting Date: 01-Jun-23 | |||
Elect Director James C. Dalton | Management | For | Voted - For |
Elect Director Borje Ekholm | Management | For | Voted - For |
Elect Director Ann Fandozzi | Management | For | Voted - For |
Elect Director Kaigham (Ken) Gabriel | Management | For | Voted - For |
Elect Director Meaghan Lloyd | Management | For | Voted - For |
Elect Director Sandra MacQuillan | Management | For | Voted - For |
Elect Director Robert G. Painter | Management | For | Voted - For |
Elect Director Mark S. Peek | Management | For | Voted - For |
Elect Director Thomas Sweet | Management | For | Voted - For |
Elect Director Johan Wibergh | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
TRUIST FINANCIAL CORPORATION | |||
Security ID: 89832Q109 Ticker: TFC | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Jennifer S. Banner | Management | For | Voted - For |
Elect Director K. David Boyer, Jr. | Management | For | Voted - For |
Elect Director Agnes Bundy Scanlan | Management | For | Voted - For |
Elect Director Anna R. Cablik | Management | For | Voted - For |
Elect Director Dallas S. Clement | Management | For | Voted - For |
Elect Director Paul D. Donahue | Management | For | Voted - For |
Elect Director Patrick C. Graney, III | Management | For | Voted - For |
Elect Director Linnie M. Haynesworth | Management | For | Voted - For |
Elect Director Kelly S. King | Management | For | Voted - For |
Elect Director Easter A. Maynard | Management | For | Voted - For |
Elect Director Donna S. Morea | Management | For | Voted - For |
Elect Director Charles A. Patton | Management | For | Voted - For |
Elect Director Nido R. Qubein | Management | For | Voted - For |
Elect Director David M. Ratcliffe | Management | For | Voted - For |
Elect Director William H. Rogers, Jr. | Management | For | Voted - For |
Elect Director Frank P. Scruggs, Jr. | Management | For | Voted - For |
Elect Director Christine Sears | Management | For | Voted - For |
Elect Director Thomas E. Skains | Management | For | Voted - For |
Elect Director Bruce L. Tanner | Management | For | Voted - For |
Elect Director Thomas N. Thompson | Management | For | Voted - For |
492
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Steven C. Voorhees | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
TWITTER, INC. | |||
Security ID: 90184L102 Ticker: TWTR | |||
Meeting Date: 13-Sep-22 | |||
Approve Merger Agreement | Management | For | Voted - For |
Advisory Vote on Golden Parachutes | Management | For | Voted - For |
Meeting Date: 16-Sep-22 | |||
Adjourn Meeting | Management | For | Voted - For |
TYLER TECHNOLOGIES, INC. | |||
Security ID: 902252105 Ticker: TYL | |||
Meeting Date: 11-May-23 | |||
Elect Director Glenn A. Carter | Management | For | Voted - For |
Elect Director Brenda A. Cline | Management | For | Voted - For |
Elect Director Ronnie D. Hawkins, Jr. | Management | For | Voted - For |
Elect Director Mary L. Landrieu | Management | For | Voted - For |
Elect Director John S. Marr, Jr. | Management | For | Voted - For |
Elect Director H. Lynn Moore, Jr. | Management | For | Voted - For |
Elect Director Daniel M. Pope | Management | For | Voted - For |
Elect Director Dustin R. Womble | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
TYSON FOODS, INC. | |||
Security ID: 902494103 Ticker: TSN | |||
Meeting Date: 09-Feb-23 | |||
Elect Director John H. Tyson | Management | For | Voted - Against |
Elect Director Les R. Baledge | Management | For | Voted - Against |
Elect Director Mike Beebe | Management | For | Voted - Against |
Elect Director Maria Claudia Borras | Management | For | Voted - For |
Elect Director David J. Bronczek | Management | For | Voted - Against |
Elect Director Mikel A. Durham | Management | For | Voted - For |
493
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Donnie King | Management | For | Voted - For |
Elect Director Jonathan D. Mariner | Management | For | Voted - For |
Elect Director Kevin M. McNamara | Management | For | Voted - For |
Elect Director Cheryl S. Miller | Management | For | Voted - For |
Elect Director Jeffrey K. Schomburger | Management | For | Voted - For |
Elect Director Barbara A. Tyson | Management | For | Voted - Against |
Elect Director Noel White | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Meeting Date: 15-Feb-23 | |||
Comply with World Health Organization Guidelines on | |||
Antimicrobial Use Throughout Supply Chains | Shareholder | Against | Voted - Against |
U.S. BANCORP | |||
Security ID: 902973304 Ticker: USB | |||
Meeting Date: 18-Apr-23 | |||
Elect Director Warner L. Baxter | Management | For | Voted - For |
Elect Director Dorothy J. Bridges | Management | For | Voted - For |
Elect Director Elizabeth L. Buse | Management | For | Voted - For |
Elect Director Andrew Cecere | Management | For | Voted - For |
Elect Director Alan B. Colberg | Management | For | Voted - For |
Elect Director Kimberly N. Ellison-Taylor | Management | For | Voted - For |
Elect Director Kimberly J. Harris | Management | For | Voted - For |
Elect Director Roland A. Hernandez | Management | For | Voted - For |
Elect Director Richard P. McKenney | Management | For | Voted - For |
Elect Director Yusuf I. Mehdi | Management | For | Voted - For |
Elect Director Loretta E. Reynolds | Management | For | Voted - For |
Elect Director John P. Wiehoff | Management | For | Voted - For |
Elect Director Scott W. Wine | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
UBER TECHNOLOGIES, INC. | |||
Security ID: 90353T100 Ticker: UBER | |||
Meeting Date: 08-May-23 | |||
Elect Director Ronald Sugar | Management | For | Voted - For |
Elect Director Revathi Advaithi | Management | For | Voted - For |
Elect Director Ursula Burns | Management | For | Voted - For |
494
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Robert Eckert | Management | For | Voted - For |
Elect Director Amanda Ginsberg | Management | For | Voted - For |
Elect Director Dara Khosrowshahi | Management | For | Voted - For |
Elect Director Wan Ling Martello | Management | For | Voted - For |
Elect Director John Thain | Management | For | Voted - For |
Elect Director David I. Trujillo | Management | For | Voted - For |
Elect Director Alexander Wynaendts | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Commission a Third-Party Audit on Driver Health and | |||
Safety | Shareholder | Against | Voted - Against |
UGI CORPORATION | |||
Security ID: 902681105 Ticker: UGI | |||
Meeting Date: 27-Jan-23 | |||
Elect Director Frank S. Hermance | Management | For | Voted - For |
Elect Director M. Shawn Bort | Management | For | Voted - For |
Elect Director Theodore A. Dosch | Management | For | Voted - For |
Elect Director Alan N. Harris | Management | For | Voted - For |
Elect Director Mario Longhi | Management | For | Voted - For |
Elect Director William J. Marrazzo | Management | For | Voted - For |
Elect Director Cindy J. Miller | Management | For | Voted - For |
Elect Director Roger Perreault | Management | For | Voted - For |
Elect Director Kelly A. Romano | Management | For | Voted - For |
Elect Director James B. Stallings, Jr. | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
ULTA BEAUTY, INC. | |||
Security ID: 90384S303 Ticker: ULTA | |||
Meeting Date: 01-Jun-23 | |||
Elect Director Michelle L. Collins | Management | For | Voted - For |
Elect Director Patricia A. Little | Management | For | Voted - For |
Elect Director Heidi G. Petz | Management | For | Voted - For |
Elect Director Michael C. Smith | Management | For | Voted - For |
Declassify the Board of Directors | Management | For | Voted - For |
Provide Directors May Be Removed With or Without | |||
Cause | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement to Amend | |||
Certificate of Incorporation | Management | For | Voted - For |
Eliminate Supermajority Vote Requirement to Amend | |||
Bylaws | Management | For | Voted - For |
495
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 02-Jun-23 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
UNION PACIFIC CORPORATION | |||
Security ID: 907818108 Ticker: UNP | |||
Meeting Date: 18-May-23 | |||
Elect Director William J. DeLaney | Management | For | Voted - For |
Elect Director David B. Dillon | Management | For | Voted - For |
Elect Director Sheri H. Edison | Management | For | Voted - For |
Elect Director Teresa M. Finley | Management | For | Voted - For |
Elect Director Lance M. Fritz | Management | For | Voted - For |
Elect Director Deborah C. Hopkins | Management | For | Voted - For |
Elect Director Jane H. Lute | Management | For | Voted - For |
Elect Director Michael R. McCarthy | Management | For | Voted - For |
Elect Director Jose H. Villarreal | Management | For | Voted - For |
Elect Director Christopher J. Williams | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Adopt a Paid Sick Leave Policy | Shareholder | Against | Voted - Against |
UNITED AIRLINES HOLDINGS, INC. | |||
Security ID: 910047109 Ticker: UAL | |||
Meeting Date: 24-May-23 | |||
Elect Director Carolyn Corvi | Management | For | Voted - For |
Elect Director Matthew Friend | Management | For | Voted - For |
Elect Director Barney Harford | Management | For | Voted - For |
Elect Director Michele J. Hooper | Management | For | Voted - For |
Elect Director Walter Isaacson | Management | For | Voted - For |
Elect Director James A. C. Kennedy | Management | For | Voted - For |
Elect Director J. Scott Kirby | Management | For | Voted - For |
Elect Director Edward M. Philip | Management | For | Voted - For |
Elect Director Edward L. Shapiro | Management | For | Voted - For |
Elect Director Laysha Ward | Management | For | Voted - For |
Elect Director James M. Whitehurst | Management | For | Voted - For |
496
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Non-Employee Director Omnibus Stock Plan | Management | For | Voted - For |
UNITED PARCEL SERVICE, INC. | |||
Security ID: 911312106 Ticker: UPS | |||
Meeting Date: 04-May-23 | |||
Elect Director Carol Tome | Management | For | Voted - For |
Elect Director Rodney Adkins | Management | For | Voted - For |
Elect Director Eva Boratto | Management | For | Voted - For |
Elect Director Michael Burns | Management | For | Voted - For |
Elect Director Wayne Hewett | Management | For | Voted - For |
Elect Director Angela Hwang | Management | For | Voted - For |
Elect Director Kate Johnson | Management | For | Voted - Against |
Elect Director William Johnson | Management | For | Voted - Against |
Elect Director Franck Moison | Management | For | Voted - Against |
Elect Director Christiana Smith Shi | Management | For | Voted - For |
Elect Director Russell Stokes | Management | For | Voted - Against |
Elect Director Kevin Warsh | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Approve Recapitalization Plan for all Stock to Have | |||
One-vote per Share | Shareholder | Against | Voted - For |
Adopt Independently Verified Science-Based | |||
Greenhouse Gas Emissions Reduction Targets in Line | |||
with the Paris Climate Agreement | Shareholder | Against | Voted - Against |
Report on Integrating GHG Emissions Reductions | |||
Targets into Executive Compensation | Shareholder | Against | Voted - Against |
Report on Just Transition | Shareholder | Against | Voted - Against |
Report on Risk Due to Restrictions on Reproductive | |||
Rights | Shareholder | Against | Voted - Against |
Oversee and Report a Civil Rights Audit | Shareholder | Against | Voted - Against |
Report on Effectiveness of Diversity, Equity, and | |||
Inclusion Efforts | Shareholder | Against | Voted - Against |
UNITED RENTALS, INC. | |||
Security ID: 911363109 Ticker: URI | |||
Meeting Date: 04-May-23 | |||
Elect Director Jose B. Alvarez | Management | For | Voted - For |
Elect Director Marc A. Bruno | Management | For | Voted - For |
497
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Larry D. De Shon | Management | For | Voted - For |
Elect Director Matthew J. Flannery | Management | For | Voted - For |
Elect Director Bobby J. Griffin | Management | For | Voted - For |
Elect Director Kim Harris Jones | Management | For | Voted - For |
Elect Director Terri L. Kelly | Management | For | Voted - For |
Elect Director Michael J. Kneeland | Management | For | Voted - For |
Elect Director Francisco J. Lopez-Balboa | Management | For | Voted - For |
Elect Director Gracia C. Martore | Management | For | Voted - For |
Elect Director Shiv Singh | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Reduce Ownership Threshold for Shareholders to | |||
Request Action by Written Consent to 15% | Management | For | Voted - For |
Reduce Ownership Threshold for Shareholders to | |||
Request Action by Written Consent to 10% | Shareholder | Against | Voted - Against |
UNITED THERAPEUTICS CORPORATION | |||
Security ID: 91307C102 Ticker: UTHR | |||
Meeting Date: 26-Jun-23 | |||
Elect Director Christopher Causey | Management | For | Voted - For |
Elect Director Raymond Dwek | Management | For | Voted - For |
Elect Director Richard Giltner | Management | For | Voted - For |
Elect Director Katherine Klein | Management | For | Voted - For |
Elect Director Ray Kurzweil | Management | For | Voted - For |
Elect Director Linda Maxwell | Management | For | Voted - For |
Elect Director Nilda Mesa | Management | For | Voted - For |
Elect Director Judy Olian | Management | For | Voted - For |
Elect Director Christopher Patusky | Management | For | Voted - For |
Elect Director Martine Rothblatt | Management | For | Voted - For |
Elect Director Louis Sullivan | Management | For | Voted - For |
Elect Director Tommy Thompson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Meeting Date: 27-Jun-23 | |||
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
498
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
UNITEDHEALTH GROUP INCORPORATED | |||
Security ID: 91324P102 Ticker: UNH | |||
Meeting Date: 05-Jun-23 | |||
Elect Director Timothy Flynn | Management | For | Voted - For |
Elect Director Paul Garcia | Management | For | Voted - For |
Elect Director Kristen Gil | Management | For | Voted - For |
Elect Director Stephen Hemsley | Management | For | Voted - For |
Elect Director Michele Hooper | Management | For | Voted - For |
Elect Director F. William McNabb, III | Management | For | Voted - For |
Elect Director Valerie Montgomery Rice | Management | For | Voted - For |
Elect Director John Noseworthy | Management | For | Voted - For |
Elect Director Andrew Witty | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Third-Party Racial Equity Audit | Shareholder | Against | Voted - Against |
Report on Congruency of Political Spending with | |||
Company Values and Priorities | Shareholder | Against | Voted - Against |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - For |
UNIVERSAL HEALTH SERVICES, INC. | |||
Security ID: 913903100 Ticker: UHS | |||
Meeting Date: 17-May-23 | |||
Elect Director Nina Chen-Langenmayr | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
UNUM GROUP | |||
Security ID: 91529Y106 Ticker: UNM | |||
Meeting Date: 25-May-23 | |||
Elect Director Theodore H. Bunting, Jr. | Management | For | Voted - For |
Elect Director Susan L. Cross | Management | For | Voted - For |
Elect Director Susan D. DeVore | Management | For | Voted - For |
Elect Director Joseph J. Echevarria | Management | For | Voted - For |
Elect Director Cynthia L. Egan | Management | For | Voted - For |
Elect Director Kevin T. Kabat | Management | For | Voted - For |
Elect Director Timothy F. Keaney | Management | For | Voted - For |
Elect Director Gale V. King | Management | For | Voted - For |
499
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Gloria C. Larson | Management | For | Voted - For |
Elect Director Richard P. McKenney | Management | For | Voted - For |
Elect Director Ronald P. O'Hanley | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
US FOODS HOLDING CORP. | |||
Security ID: 912008109 Ticker: USFD | |||
Meeting Date: 18-May-23 | |||
Elect Director Cheryl A. Bachelder | Management | For | Voted - For |
Elect Director James J. Barber, Jr. | Management | For | Voted - For |
Elect Director Robert M. Dutkowsky | Management | For | Voted - For |
Elect Director Scott D. Ferguson | Management | For | Voted - Against |
Elect Director David E. Flitman | Management | For | Voted - For |
Elect Director Marla Gottschalk | Management | For | Voted - For |
Elect Director Sunil Gupta | Management | For | Voted - For |
Elect Director Carl Andrew Pforzheimer | Management | For | Voted - For |
Elect Director Quentin Roach | Management | For | Voted - For |
Elect Director David M. Tehle | Management | For | Voted - For |
Elect Director David A. Toy | Management | For | Voted - For |
Elect Director Ann E. Ziegler | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Certificate of Incorporation to Add Federal | |||
Forum Selection Provision | Management | For | Voted - For |
Amend Certificate of Incorporation to Provide for | |||
Exculpation of Certain Officers | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Limit Accelerated Vesting of Equity Awards Upon a | |||
Change in Control | Shareholder | Against | Voted - For |
VAIL RESORTS, INC. | |||
Security ID: 91879Q109 Ticker: MTN | |||
Meeting Date: 07-Dec-22 | |||
Elect Director Susan L. Decker | Management | For | Voted - For |
Elect Director Robert A. Katz | Management | For | Voted - For |
Elect Director Kirsten A. Lynch | Management | For | Voted - For |
Elect Director Nadia Rawlinson | Management | For | Voted - For |
Elect Director John T. Redmond | Management | For | Voted - For |
Elect Director Michele Romanow | Management | For | Voted - For |
Elect Director Hilary A. Schneider | Management | For | Voted - For |
Elect Director D. Bruce Sewell | Management | For | Voted - For |
500
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director John F. Sorte | Management | For | Voted - For |
Elect Director Peter A. Vaughn | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Meeting Date: 08-Dec-22 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
VALERO ENERGY CORPORATION | |||
Security ID: 91913Y100 Ticker: VLO | |||
Meeting Date: 09-May-23 | |||
Elect Director Fred M. Diaz | Management | For | Voted - For |
Elect Director H. Paulett Eberhart | Management | For | Voted - For |
Elect Director Marie A. Ffolkes | Management | For | Voted - For |
Elect Director Joseph W. Gorder | Management | For | Voted - Against |
Elect Director Kimberly S. Greene | Management | For | Voted - For |
Elect Director Deborah P. Majoras | Management | For | Voted - For |
Elect Director Eric D. Mullins | Management | For | Voted - For |
Elect Director Donald L. Nickles | Management | For | Voted - For |
Elect Director Robert A. Profusek | Management | For | Voted - For |
Elect Director Randall J. Weisenburger | Management | For | Voted - For |
Elect Director Rayford Wilkins, Jr. | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Climate Transition Plan and GHG Emissions | |||
Reduction Targets | Shareholder | Against | Voted - Against |
Oversee and Report a Racial Equity Audit | Shareholder | Against | Voted - Against |
VEEVA SYSTEMS INC. | |||
Security ID: 922475108 Ticker: VEEV | |||
Meeting Date: 21-Jun-23 | |||
Elect Director Timothy S. Cabral | Management | For | Voted - For |
Elect Director Mark Carges | Management | For | Voted - For |
Elect Director Peter P. Gassner | Management | For | Voted - For |
Elect Director Mary Lynne Hedley | Management | For | Voted - For |
Elect Director Priscilla Hung | Management | For | Voted - For |
Elect Director Tina Hunt | Management | For | Voted - For |
Elect Director Marshall L. Mohr | Management | For | Voted - For |
Elect Director Gordon Ritter | Management | For | Voted - For |
Elect Director Paul Sekhri | Management | For | Voted - Against |
Elect Director Matthew J. Wallach | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
501
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Amend Certificate of Incorporation | Management | For | Voted - For |
Meeting Date: 22-Jun-23 | |||
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
VERISIGN, INC. | |||
Security ID: 92343E102 Ticker: VRSN | |||
Meeting Date: 25-May-23 | |||
Elect Director D. James Bidzos | Management | For | Voted - For |
Elect Director Courtney D. Armstrong | Management | For | Voted - For |
Elect Director Yehuda Ari Buchalter | Management | For | Voted - For |
Elect Director Kathleen A. Cote | Management | For | Voted - For |
Elect Director Thomas F. Frist, III | Management | For | Voted - For |
Elect Director Jamie S. Gorelick | Management | For | Voted - For |
Elect Director Roger H. Moore | Management | For | Voted - For |
Elect Director Timothy Tomlinson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Meeting Date: 26-May-23 | |||
Require Independent Board Chair | Shareholder | Against | Voted - Against |
VERISK ANALYTICS, INC. | |||
Security ID: 92345Y106 Ticker: VRSK | |||
Meeting Date: 17-May-23 | |||
Elect Director Vincent K. Brooks | Management | For | Voted - For |
Elect Director Jeffrey Dailey | Management | For | Voted - For |
Elect Director Wendy Lane | Management | For | Voted - For |
Elect Director Lee M. Shavel | Management | For | Voted - For |
Elect Director Kimberly S. Stevenson | Management | For | Voted - For |
Elect Director Olumide Soroye | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
502
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
VERIZON COMMUNICATIONS INC. | |||
Security ID: 92343V104 Ticker: VZ | |||
Meeting Date: 11-May-23 | |||
Elect Director Shellye Archambeau | Management | For | Voted - For |
Elect Director Roxanne Austin | Management | For | Voted - For |
Elect Director Mark Bertolini | Management | For | Voted - For |
Elect Director Vittorio Colao | Management | For | Voted - For |
Elect Director Melanie Healey | Management | For | Voted - For |
Elect Director Laxman Narasimhan | Management | For | Voted - For |
Elect Director Clarence Otis, Jr. | Management | For | Voted - For |
Elect Director Daniel Schulman | Management | For | Voted - For |
Elect Director Rodney Slater | Management | For | Voted - For |
Elect Director Carol Tome | Management | For | Voted - For |
Elect Director Hans Vestberg | Management | For | Voted - For |
Elect Director Gregory Weaver | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Report on Government Requests to Remove Content | Shareholder | Against | Voted - Against |
Adopt a Policy Prohibiting Direct and Indirect | |||
Political Contributions to Candidates | Shareholder | Against | Voted - Against |
Amend Clawback Policy | Shareholder | Against | Voted - For |
Submit Severance Agreement (Change-in-Control) to | |||
Shareholder Vote | Shareholder | Against | Voted - Against |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
VERTEX PHARMACEUTICALS INCORPORATED | |||
Security ID: 92532F100 Ticker: VRTX | |||
Meeting Date: 17-May-23 | |||
Elect Director Sangeeta Bhatia | Management | For | Voted - For |
Elect Director Lloyd Carney | Management | For | Voted - For |
Elect Director Alan Garber | Management | For | Voted - For |
Elect Director Terrence Kearney | Management | For | Voted - For |
Elect Director Reshma Kewalramani | Management | For | Voted - For |
Elect Director Jeffrey Leiden | Management | For | Voted - For |
Elect Director Diana McKenzie | Management | For | Voted - For |
Elect Director Bruce Sachs | Management | For | Voted - For |
Elect Director Suketu Upadhyay | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
503
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
VF CORPORATION | |||
Security ID: 918204108 Ticker: VFC | |||
Meeting Date: 26-Jul-22 | |||
Elect Director Richard T. Carucci | Management | For | Voted - For |
Elect Director Alex Cho | Management | For | Voted - For |
Elect Director Juliana L. Chugg | Management | For | Voted - For |
Elect Director Benno Dorer | Management | For | Voted - For |
Elect Director Mark S. Hoplamazian | Management | For | Voted - For |
Elect Director Laura W. Lang | Management | For | Voted - For |
Elect Director W. Rodney McMullen | Management | For | Voted - For |
Elect Director Clarence Otis, Jr. | Management | For | Voted - For |
Elect Director Steven E. Rendle | Management | For | Voted - For |
Elect Director Carol L. Roberts | Management | For | Voted - For |
Elect Director Matthew J. Shattock | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Meeting Date: 27-Jul-22 | |||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
VISA INC. | |||
Security ID: 92826C839 Ticker: V | |||
Meeting Date: 24-Jan-23 | |||
Elect Director Lloyd A. Carney | Management | For | Voted - For |
Elect Director Kermit R. Crawford | Management | For | Voted - For |
Elect Director Francisco Javier Fernandez-Carbajal | Management | For | Voted - For |
Elect Director Alfred F. Kelly, Jr. | Management | For | Voted - For |
Elect Director Ramon Laguarta | Management | For | Voted - For |
Elect Director Teri L. List | Management | For | Voted - For |
Elect Director John F. Lundgren | Management | For | Voted - For |
Elect Director Denise M. Morrison | Management | For | Voted - For |
Elect Director Linda J. Rendle | Management | For | Voted - For |
Elect Director Maynard G. Webb, Jr. | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Meeting Date: 26-Jan-23 | |||
Require Independent Board Chair | Shareholder | Against | Voted - Against |
504
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
VISTRA CORP. | |||
Security ID: 92840M102 Ticker: VST | |||
Meeting Date: 02-May-23 | |||
Elect Director Scott B. Helm | Management | For | Voted - For |
Elect Director Hilary E. Ackermann | Management | For | Voted - For |
Elect Director Arcilia C. Acosta | Management | For | Voted - For |
Elect Director Gavin R. Baiera | Management | For | Voted - For |
Elect Director Paul M. Barbas | Management | For | Voted - For |
Elect Director James A. Burke | Management | For | Voted - For |
Elect Director Lisa Crutchfield | Management | For | Voted - For |
Elect Director Brian K. Ferraioli | Management | For | Voted - For |
Elect Director Jeff D. Hunter | Management | For | Voted - For |
Elect Director Julie A. Lagacy | Management | For | Voted - For |
Elect Director John R. (J.R.) Sult | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Meeting Date: 03-May-23 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
VMWARE, INC. | |||
Security ID: 928563402 Ticker: VMW | |||
Meeting Date: 12-Jul-22 | |||
Elect Director Nicole Anasenes | Management | For | Voted - For |
Elect Director Marianne Brown | Management | For | Voted - For |
Elect Director Paul Sagan | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Meeting Date: 14-Jul-22 | |||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Meeting Date: 04-Nov-22 | |||
Approve Merger Agreement | Management | For | Voted - For |
Advisory Vote on Golden Parachutes | Management | For | Voted - For |
Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 08-Nov-22 | |||
Amend Certificate of Incorporation to Eliminate | |||
Personal Liability of Directors | Management | For | Voted - For |
505
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
VULCAN MATERIALS COMPANY | |||
Security ID: 929160109 Ticker: VMC | |||
Meeting Date: 12-May-23 | |||
Elect Director Melissa H. Anderson | Management | For | Voted - For |
Elect Director O. B. Grayson Hall, Jr. | Management | For | Voted - For |
Elect Director Lydia H. Kennard | Management | For | Voted - For |
Elect Director James T. Prokopanko | Management | For | Voted - For |
Elect Director George Willis | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
W. R. BERKLEY CORPORATION | |||
Security ID: 084423102 Ticker: WRB | |||
Meeting Date: 14-Jun-23 | |||
Elect Director W. Robert Berkley, Jr. | Management | For | Voted - For |
Elect Director Maria Luisa Ferre | Management | For | Voted - For |
Elect Director Daniel L. Mosley | Management | For | Voted - For |
Elect Director Mark L. Shapiro | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 15-Jun-23 | |||
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
W.W. GRAINGER, INC. | |||
Security ID: 384802104 Ticker: GWW | |||
Meeting Date: 26-Apr-23 | |||
Elect Director Rodney C. Adkins | Management | For | Voted - For |
Elect Director V. Ann Hailey | Management | For | Voted - For |
Elect Director Katherine D. Jaspon | Management | For | Voted - For |
Elect Director Stuart L. Levenick | Management | For | Voted - For |
Elect Director D.G. Macpherson | Management | For | Voted - For |
Elect Director Neil S. Novich | Management | For | Voted - For |
Elect Director Beatriz R. Perez | Management | For | Voted - For |
Elect Director E. Scott Santi | Management | For | Voted - For |
Elect Director Susan Slavik Williams | Management | For | Voted - For |
Elect Director Lucas E. Watson | Management | For | Voted - For |
Elect Director Steven A. White | Management | For | Voted - For |
506
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
WALGREENS BOOTS ALLIANCE, INC. | |||
Security ID: 931427108 Ticker: WBA | |||
Meeting Date: 26-Jan-23 | |||
Elect Director Janice M. Babiak | Management | For | Voted - For |
Elect Director Inderpal S. Bhandari | Management | For | Voted - For |
Elect Director Rosalind G. Brewer | Management | For | Voted - For |
Elect Director Ginger L. Graham | Management | For | Voted - For |
Elect Director Bryan C. Hanson | Management | For | Voted - For |
Elect Director Valerie B. Jarrett | Management | For | Voted - For |
Elect Director John A. Lederer | Management | For | Voted - For |
Elect Director Dominic P. Murphy | Management | For | Voted - For |
Elect Director Stefano Pessina | Management | For | Voted - For |
Elect Director Nancy M. Schlichting | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Report on Public Health Costs Due to Tobacco | |||
Product Sales and the Impact on Overall Market | Shareholder | Against | Voted - Against |
Meeting Date: 27-Jan-23 | |||
Require Independent Board Chair | Shareholder | Against | Voted - Against |
WALMART INC. | |||
Security ID: 931142103 Ticker: WMT | |||
Meeting Date: 31-May-23 | |||
Elect Director Cesar Conde | Management | For | Voted - For |
Elect Director Timothy P. Flynn | Management | For | Voted - For |
Elect Director Sarah J. Friar | Management | For | Voted - For |
Elect Director Carla A. Harris | Management | For | Voted - Against |
Elect Director Thomas W. Horton | Management | For | Voted - For |
Elect Director Marissa A. Mayer | Management | For | Voted - Against |
Elect Director C. Douglas McMillon | Management | For | Voted - For |
Elect Director Gregory B. Penner | Management | For | Voted - For |
Elect Director Randall L. Stephenson | Management | For | Voted - Against |
Elect Director S. Robson Walton | Management | For | Voted - For |
Elect Director Steuart L. Walton | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
507
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Consider Pay Disparity Between CEO and Other | |||
Employees | Shareholder | Against | Voted - Against |
Report on Human Rights Due Diligence | Shareholder | Against | Voted - Against |
Commission Third Party Racial Equity Audit | Shareholder | Against | Voted - Against |
Report on Racial and Gender Layoff Diversity | Shareholder | Against | Voted - Against |
Amend Bylaws to Require Shareholder Approval of | |||
Certain Provisions Related to Director Nominations | |||
by Shareholders | Shareholder | Against | Voted - For |
Report on Risks Related to Fulfilling Information | |||
Requests for Enforcing Laws Criminalizing Abortion | |||
Access | Shareholder | Against | Voted - Against |
Report on Risks Related to Operations in China | Shareholder | Against | Voted - Against |
Oversee and Report a Workplace Health and Safety | |||
Audit | Shareholder | Against | Voted - Against |
WARNER BROS. DISCOVERY, INC. | |||
Security ID: 934423104 Ticker: WBD | |||
Meeting Date: 08-May-23 | |||
Elect Director Li Haslett Chen | Management | For | Voted - For |
Elect Director Kenneth W. Lowe | Management | For | Voted - For |
Elect Director Paula A. Price | Management | For | Voted - For |
Elect Director David M. Zaslav | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Meeting Date: 09-May-23 | |||
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
WASTE MANAGEMENT, INC. | |||
Security ID: 94106L109 Ticker: WM | |||
Meeting Date: 09-May-23 | |||
Elect Director Bruce E. Chinn | Management | For | Voted - For |
Elect Director James C. Fish, Jr. | Management | For | Voted - For |
Elect Director Andres R. Gluski | Management | For | Voted - For |
Elect Director Victoria M. Holt | Management | For | Voted - For |
Elect Director Kathleen M. Mazzarella | Management | For | Voted - For |
Elect Director Sean E. Menke | Management | For | Voted - For |
Elect Director William B. Plummer | Management | For | Voted - For |
Elect Director John C. Pope | Management | For | Voted - Against |
Elect Director Maryrose T. Sylvester | Management | For | Voted - For |
508
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 10-May-23 | |||
Approve Omnibus Stock Plan | Management | For | Voted - For |
WATERS CORPORATION | |||
Security ID: 941848103 Ticker: WAT | |||
Meeting Date: 23-May-23 | |||
Elect Director Flemming Ornskov | Management | For | Voted - For |
Elect Director Linda Baddour | Management | For | Voted - Against |
Elect Director Udit Batra | Management | For | Voted - For |
Elect Director Dan Brennan | Management | For | Voted - For |
Elect Director Richard Fearon | Management | For | Voted - Against |
Elect Director Pearl S. Huang | Management | For | Voted - For |
Elect Director Wei Jiang | Management | For | Voted - For |
Elect Director Christopher A. Kuebler | Management | For | Voted - For |
Elect Director Mark Vergnano | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 24-May-23 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
WATSCO, INC. | |||
Security ID: 942622200 Ticker: WSO | |||
Meeting Date: 05-Jun-23 | |||
Elect Director Ana Lopez-Blazquez | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 06-Jun-23 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
509
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
WEBSTER FINANCIAL CORPORATION | |||
Security ID: 947890109 Ticker: WBS | |||
Meeting Date: 26-Apr-23 | |||
Elect Director John R. Ciulla | Management | For | Voted - For |
Elect Director Jack L. Kopnisky | Management | For | Voted - For |
Elect Director William L. Atwell | Management | For | Voted - For |
Elect Director John P. Cahill | Management | For | Voted - For |
Elect Director E. Carol Hayles | Management | For | Voted - For |
Elect Director Linda H. Ianieri | Management | For | Voted - For |
Elect Director Mona Aboelnaga Kanaan | Management | For | Voted - For |
Elect Director James J. Landy | Management | For | Voted - For |
Elect Director Maureen B. Mitchell | Management | For | Voted - For |
Elect Director Laurence C. Morse | Management | For | Voted - For |
Elect Director Karen R. Osar | Management | For | Voted - For |
Elect Director Richard O'Toole | Management | For | Voted - For |
Elect Director Mark Pettie | Management | For | Voted - For |
Elect Director Lauren C. States | Management | For | Voted - For |
Elect Director William E. Whiston | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Certificate of Incorporation to Limit the | |||
Liability of Certain Officers | Management | For | Voted - For |
Meeting Date: 27-Apr-23 | |||
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
WEC ENERGY GROUP, INC. | |||
Security ID: 92939U106 Ticker: WEC | |||
Meeting Date: 04-May-23 | |||
Elect Director Ave M. Bie | Management | For | Voted - For |
Elect Director Curt S. Culver | Management | For | Voted - For |
Elect Director Danny L. Cunningham | Management | For | Voted - For |
Elect Director William M. Farrow, III | Management | For | Voted - For |
Elect Director Cristina A. Garcia-Thomas | Management | For | Voted - For |
Elect Director Maria C. Green | Management | For | Voted - For |
Elect Director Gale E. Klappa | Management | For | Voted - For |
Elect Director Thomas K. Lane | Management | For | Voted - For |
Elect Director Scott J. Lauber | Management | For | Voted - For |
Elect Director Ulice Payne, Jr. | Management | For | Voted - For |
Elect Director Mary Ellen Stanek | Management | For | Voted - For |
Elect Director Glen E. Tellock | Management | For | Voted - For |
510
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
WELLS FARGO & COMPANY | |||
Security ID: 949746101 Ticker: WFC | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Steven D. Black | Management | For | Voted - For |
Elect Director Mark A. Chancy | Management | For | Voted - For |
Elect Director Celeste A. Clark | Management | For | Voted - For |
Elect Director Theodore F. Craver, Jr. | Management | For | Voted - For |
Elect Director Richard K. Davis | Management | For | Voted - For |
Elect Director Wayne M. Hewett | Management | For | Voted - For |
Elect Director CeCelia (CeCe) G. Morken | Management | For | Voted - For |
Elect Director Maria R. Morris | Management | For | Voted - For |
Elect Director Felicia F. Norwood | Management | For | Voted - For |
Elect Director Richard B. Payne, Jr. | Management | For | Voted - For |
Elect Director Ronald L. Sargent | Management | For | Voted - For |
Elect Director Charles W. Scharf | Management | For | Voted - For |
Elect Director Suzanne M. Vautrinot | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Adopt Simple Majority Vote | Shareholder | Against | Voted - For |
Report on Political Expenditures Congruence | Shareholder | Against | Voted - Against |
Report on Climate Lobbying | Shareholder | Against | Voted - Against |
Report on Climate Transition Plan Describing | |||
Efforts to Align Financing Activities with GHG | |||
Targets | Shareholder | Against | Voted - Against |
Adopt Time-Bound Policy to Phase Out Underwriting | |||
and Lending for New Fossil Fuel Development | Shareholder | Against | Voted - Against |
Report on Prevention of Workplace Harassment and | |||
Discrimination | Shareholder | Against | Voted - Against |
Adopt Policy on Freedom of Association and | |||
Collective Bargaining | Shareholder | Against | Voted - Against |
WEST PHARMACEUTICAL SERVICES, INC. | |||
Security ID: 955306105 Ticker: WST | |||
Meeting Date: 25-Apr-23 | |||
Elect Director Mark A. Buthman | Management | For | Voted - For |
Elect Director William F. Feehery | Management | For | Voted - For |
Elect Director Robert F. Friel | Management | For | Voted - For |
Elect Director Eric M. Green | Management | For | Voted - For |
511
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Thomas W. Hofmann | Management | For | Voted - For |
Elect Director Molly E. Joseph | Management | For | Voted - For |
Elect Director Deborah L. V. Keller | Management | For | Voted - For |
Elect Director Myla P. Lai-Goldman | Management | For | Voted - For |
Elect Director Stephen H. Lockhart | Management | For | Voted - For |
Elect Director Douglas A. Michels | Management | For | Voted - For |
Elect Director Paolo Pucci | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 26-Apr-23 | |||
Amend Bylaws | Shareholder | Against | Voted - For |
WESTERN DIGITAL CORPORATION | |||
Security ID: 958102105 Ticker: WDC | |||
Meeting Date: 16-Nov-22 | |||
Elect Director Kimberly E. Alexy | Management | For | Voted - For |
Elect Director Thomas H. Caulfield | Management | For | Voted - For |
Elect Director Martin I. Cole | Management | For | Voted - For |
Elect Director Tunc Doluca | Management | For | Voted - For |
Elect Director David V. Goeckeler | Management | For | Voted - For |
Elect Director Matthew E. Massengill | Management | For | Voted - For |
Elect Director Stephanie A. Streeter | Management | For | Voted - Against |
Elect Director Miyuki Suzuki | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Amend Qualified Employee Stock Purchase Plan | Management | For | Voted - For |
Meeting Date: 18-Nov-22 | |||
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION | |||
Security ID: 929740108 Ticker: WAB | |||
Meeting Date: 17-May-23 | |||
Elect Director Rafael Santana | Management | For | Voted - For |
Elect Director Lee C. Banks | Management | For | Voted - For |
Elect Director Byron S. Foster | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
512
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
WESTLAKE CORPORATION | |||
Security ID: 960413102 Ticker: WLK | |||
Meeting Date: 11-May-23 | |||
Elect Director Catherine T. Chao | Management | For | Voted - Withheld |
Elect Director Marius A. Haas | Management | For | Voted - For |
Elect Director Kimberly S. Lubel | Management | For | Voted - For |
Elect Director Jeffrey W. Sheets | Management | For | Voted - For |
Elect Director Carolyn C. Sabat | Management | For | Voted - Withheld |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | Three Years | Voted - Three Years |
Amend Certificate of Incorporation to Allow | |||
Exculpation of Certain Officers | Management | For | Voted - Against |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Amend Omnibus Stock Plan | Management | For | Voted - For |
Strengthen 2030 GHG Reduction Targets and Adopt | |||
Long-Term Targets Aligned with Net Zero�� | Shareholder | Against | Voted - Against |
Report on Reducing Plastic Pollution of the Oceans | Shareholder | Against | Voted - Against |
WESTROCK COMPANY | |||
Security ID: 96145D105 Ticker: WRK | |||
Meeting Date: 27-Jan-23 | |||
Elect Director Colleen F. Arnold | Management | For | Voted - For |
Elect Director Timothy J. Bernlohr | Management | For | Voted - For |
Elect Director J. Powell Brown | Management | For | Voted - For |
Elect Director Terrell K. Crews | Management | For | Voted - For |
Elect Director Russell M. Currey | Management | For | Voted - For |
Elect Director Suzan F. Harrison | Management | For | Voted - For |
Elect Director Gracia C. Martore | Management | For | Voted - For |
Elect Director James E. Nevels | Management | For | Voted - For |
Elect Director E. Jean Savage | Management | For | Voted - For |
Elect Director David B. Sewell | Management | For | Voted - For |
Elect Director Dmitri L. Stockton | Management | For | Voted - For |
Elect Director Alan D. Wilson | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 31-Jan-23 | |||
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
513
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
WHIRLPOOL CORPORATION | |||
Security ID: 963320106 Ticker: WHR | |||
Meeting Date: 18-Apr-23 | |||
Elect Director Samuel R. Allen | Management | For | Voted - For |
Elect Director Marc R. Bitzer | Management | For | Voted - For |
Elect Director Greg Creed | Management | For | Voted - For |
Elect Director Diane M. Dietz | Management | For | Voted - For |
Elect Director Gerri T. Elliott | Management | For | Voted - For |
Elect Director Jennifer A. LaClair | Management | For | Voted - For |
Elect Director John D. Liu | Management | For | Voted - For |
Elect Director James M. Loree | Management | For | Voted - For |
Elect Director Harish Manwani | Management | For | Voted - For |
Elect Director Patricia K. Poppe | Management | For | Voted - For |
Elect Director Larry O. Spencer | Management | For | Voted - For |
Elect Director Michael D. White | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Meeting Date: 19-Apr-23 | |||
Approve Omnibus Stock Plan | Management | For | Voted - For |
WILLIAMS-SONOMA, INC. | |||
Security ID: 969904101 Ticker: WSM | |||
Meeting Date: 31-May-23 | |||
Elect Director Laura Alber | Management | For | Voted - For |
Elect Director Esi Eggleston Bracey | Management | For | Voted - For |
Elect Director Scott Dahnke | Management | For | Voted - For |
Elect Director Anne Finucane | Management | For | Voted - For |
Elect Director Paula Pretlow | Management | For | Voted - For |
Elect Director William Ready | Management | For | Voted - For |
Elect Director Frits van Paasschen | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 01-Jun-23 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
514
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY | |||
Security ID: G96629103 Ticker: WTW | |||
Meeting Date: 17-May-23 | |||
Elect Director Dame Inga Beale | Management | For | Voted - For |
Elect Director Fumbi Chima | Management | For | Voted - For |
Elect Director Stephen Chipman | Management | For | Voted - For |
Elect Director Michael Hammond | Management | For | Voted - For |
Elect Director Carl Hess | Management | For | Voted - For |
Elect Director Jacqueline Hunt | Management | For | Voted - For |
Elect Director Paul Reilly | Management | For | Voted - For |
Elect Director Michelle Swanback | Management | For | Voted - For |
Elect Director Paul Thomas | Management | For | Voted - For |
Elect Director Fredric Tomczyk | Management | For | Voted - For |
Ratify the Appointment of Deloitte & Touche LLP as | |||
Auditor and Deloitte Ireland LLP to audit the Irish | |||
Statutory Accounts, and Authorize the Board to Fix | |||
Their Remuneration | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Renew the Board's Authority to Issue Shares Under | |||
Irish Law | Management | For | Voted - For |
Meeting Date: 18-May-23 | |||
Renew the Board's Authority to Opt-Out of Statutory | |||
Pre-Emptions Rights | Management | For | Voted - For |
WILLSCOT MOBILE MINI HOLDINGS CORP. | |||
Security ID: 971378104 Ticker: WSC | |||
Meeting Date: 02-Jun-23 | |||
Elect Director Mark S. Bartlett | Management | For | Voted - For |
Elect Director Erika T. Davis | Management | For | Voted - For |
Elect Director Gerard E. Holthaus | Management | For | Voted - For |
Elect Director Erik Olsson | Management | For | Voted - For |
Elect Director Rebecca L. Owen | Management | For | Voted - For |
Elect Director Jeff Sagansky | Management | For | Voted - For |
Elect Director Bradley L. Soultz | Management | For | Voted - For |
Elect Director Michael W. Upchurch | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Meeting Date: 05-Jun-23 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
515
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
WOLFSPEED, INC. | |||
Security ID: 977852102 Ticker: WOLF | |||
Meeting Date: 24-Oct-22 | |||
Elect Director Glenda M. Dorchak | Management | For | Voted - For |
Elect Director John C. Hodge | Management | For | Voted - For |
Elect Director Clyde R. Hosein | Management | For | Voted - For |
Elect Director Darren R. Jackson | Management | For | Voted - For |
Elect Director Duy-Loan T. Le | Management | For | Voted - For |
Elect Director Gregg A. Lowe | Management | For | Voted - For |
Elect Director John B. Replogle | Management | For | Voted - For |
Elect Director Marvin A. Riley | Management | For | Voted - For |
Elect Director Thomas H. Werner | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Meeting Date: 25-Oct-22 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
WYNN RESORTS, LIMITED | |||
Security ID: 983134107 Ticker: WYNN | |||
Meeting Date: 04-May-23 | |||
Elect Director Richard J. Byrne | Management | For | Voted - For |
Elect Director Patricia Mulroy | Management | For | Voted - For |
Elect Director Philip G. Satre | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 05-May-23 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
XCEL ENERGY INC. | |||
Security ID: 98389B100 Ticker: XEL | |||
Meeting Date: 24-May-23 | |||
Elect Director Megan Burkhart | Management | For | Voted - For |
Elect Director Lynn Casey | Management | For | Voted - For |
Elect Director Bob Frenzel | Management | For | Voted - For |
Elect Director Netha Johnson | Management | For | Voted - For |
Elect Director Patricia Kampling | Management | For | Voted - For |
Elect Director George Kehl | Management | For | Voted - For |
516
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director Richard O'Brien | Management | For | Voted - For |
Elect Director Charles Pardee | Management | For | Voted - For |
Elect Director Christopher Policinski | Management | For | Voted - For |
Elect Director James Prokopanko | Management | For | Voted - For |
Elect Director Kim Williams | Management | For | Voted - For |
Elect Director Daniel Yohannes | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 25-May-23 | |||
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
XYLEM INC. | |||
Security ID: 98419M100 Ticker: XYL | |||
Meeting Date: 11-May-23 | |||
Issue Shares in Connection with Acquisition | Management | For | Voted - For |
Adjourn Meeting | Management | For | Voted - For |
Meeting Date: 18-May-23 | |||
Elect Director Jeanne Beliveau-Dunn | Management | For | Voted - For |
Elect Director Patrick K. Decker | Management | For | Voted - For |
Elect Director Earl R. Ellis | Management | For | Voted - For |
Elect Director Robert F. Friel | Management | For | Voted - For |
Elect Director Victoria D. Harker | Management | For | Voted - For |
Elect Director Steven R. Loranger | Management | For | Voted - For |
Elect Director Mark D. Morelli | Management | For | Voted - For |
Elect Director Jerome A. Peribere | Management | For | Voted - For |
Elect Director Lila Tretikov | Management | For | Voted - For |
Elect Director Uday Yadav | Management | For | Voted - For |
Ratify Deloitte & Touche LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Require Independent Board Chair | Shareholder | Against | Voted - Against |
YUM! BRANDS, INC. | |||
Security ID: 988498101 Ticker: YUM | |||
Meeting Date: 18-May-23 | |||
Elect Director Paget L. Alves | Management | For | Voted - For |
Elect Director Keith Barr | Management | For | Voted - For |
Elect Director Christopher M. Connor | Management | For | Voted - For |
Elect Director Brian C. Cornell | Management | For | Voted - For |
Elect Director Tanya L. Domier | Management | For | Voted - For |
517
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Elect Director David W. Gibbs | Management | For | Voted - For |
Elect Director Mirian M. Graddick-Weir | Management | For | Voted - For |
Elect Director Thomas C. Nelson | Management | For | Voted - For |
Elect Director P. Justin Skala | Management | For | Voted - For |
Elect Director Annie Young-Scrivner | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Report on Efforts to Reduce Plastic Use | Shareholder | Against | Voted - Against |
Report on Lobbying Payments and Policy | Shareholder | Against | Voted - Against |
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Voted - Against |
Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Voted - For |
Report on Paid Sick Leave | Shareholder | Against | Voted - Against |
ZEBRA TECHNOLOGIES CORPORATION | |||
Security ID: 989207105 Ticker: ZBRA | |||
Meeting Date: 11-May-23 | |||
Elect Director William J. Burns | Management | For | Voted - For |
Elect Director Linda M. Connly | Management | For | Voted - For |
Elect Director Anders Gustafsson | Management | For | Voted - For |
Elect Director Janice M. Roberts | Management | For | Voted - Against |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
Meeting Date: 12-May-23 | |||
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
ZENDESK INC. | |||
Security ID: 98936J101 Ticker: ZEN | |||
Meeting Date: 17-Aug-22 | |||
Elect Director Michael Frandsen | Management | For | Voted - Against |
Elect Director Brandon Gayle | Management | For | Voted - Against |
Elect Director Ronald Pasek | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 18-Aug-22 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
518
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Meeting Date: 19-Sep-22 | |||
Approve Merger Agreement | Management | For | Voted - For |
Advisory Vote on Golden Parachutes | Management | For | Voted - Against |
Meeting Date: 21-Sep-22 | |||
Adjourn Meeting | Management | For | Voted - For |
ZIMMER BIOMET HOLDINGS, INC. | |||
Security ID: 98956P102 Ticker: ZBH | |||
Meeting Date: 12-May-23 | |||
Elect Director Christopher B. Begley | Management | For | Voted - For |
Elect Director Betsy J. Bernard | Management | For | Voted - For |
Elect Director Michael J. Farrell | Management | For | Voted - For |
Elect Director Robert A. Hagemann | Management | For | Voted - For |
Elect Director Bryan C. Hanson | Management | For | Voted - For |
Elect Director Arthur J. Higgins | Management | For | Voted - For |
Elect Director Maria Teresa Hilado | Management | For | Voted - For |
Elect Director Syed Jafry | Management | For | Voted - For |
Elect Director Sreelakshmi Kolli | Management | For | Voted - For |
Elect Director Michael W. Michelson | Management | For | Voted - For |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Meeting Date: 15-May-23 | |||
Advisory Vote on Say on Pay Frequency | Management | For | Voted - Three Years |
ZIONS BANCORPORATION, N.A. | |||
Security ID: 989701107 Ticker: ZION | |||
Meeting Date: 05-May-23 | |||
Elect Director Maria Contreras-Sweet | Management | For | Voted - For |
Elect Director Gary L. Crittenden | Management | For | Voted - For |
Elect Director Suren K. Gupta | Management | For | Voted - For |
Elect Director Claire A. Huang | Management | For | Voted - For |
Elect Director Vivian S. Lee | Management | For | Voted - For |
Elect Director Scott J. McLean | Management | For | Voted - For |
Elect Director Edward F. Murphy | Management | For | Voted - For |
Elect Director Stephen D. Quinn | Management | For | Voted - For |
Elect Director Harris H. Simmons | Management | For | Voted - For |
Elect Director Aaron B. Skonnard | Management | For | Voted - For |
Elect Director Barbara A. Yastine | Management | For | Voted - For |
Ratify Ernst & Young LLP as Auditors | Management | For | Voted - For |
519
Symmetry Panoramic US Equity Fund | |||
Proposal | Proposed by | Mgt. Position | Registrant Voted |
Meeting Date: 06-May-23 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
ZOETIS INC. | |||
Security ID: 98978V103 Ticker: ZTS | |||
Meeting Date: 18-May-23 | |||
Elect Director Paul M. Bisaro | Management | For | Voted - For |
Elect Director Vanessa Broadhurst | Management | For | Voted - For |
Elect Director Frank A. D'Amelio | Management | For | Voted - For |
Elect Director Michael B. McCallister | Management | For | Voted - For |
Elect Director Gregory Norden | Management | For | Voted - For |
Elect Director Louise M. Parent | Management | For | Voted - For |
Elect Director Kristin C. Peck | Management | For | Voted - For |
Elect Director Robert W. Scully | Management | For | Voted - For |
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - For |
Ratify KPMG LLP as Auditors | Management | For | Voted - For |
Provide Right to Call Special Meeting | Management | For | Voted - For |
Meeting Date: 19-May-23 | |||
Provide Right to Call a Special Meeting at a 10 | |||
Percent Ownership Threshold | Shareholder | Against | Voted - Against |
ZSCALER, INC. | |||
Security ID: 98980G102 Ticker: ZS | |||
Meeting Date: 13-Jan-23 | |||
Elect Director Andrew Brown | Management | For | Voted - Withheld |
Elect Director Scott Darling | Management | For | Voted - Withheld |
Elect Director David Schneider | Management | For | Voted - Withheld |
Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Voted - For |
Meeting Date: 18-Jan-23 | |||
Advisory Vote to Ratify Named Executive Officers' | |||
Compensation | Management | For | Voted - Against |
520
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.
Symmetry Panoramic Trust
521