UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED
MANAGEMENT INVESTMENT COMPANY
Investment Company Act file number: 811-23686
MULTI-SELECT SECURITIES FUND FOR PUERTO RICO RESIDENTS
(Exact name of registrant as specified in charter)
American International Plaza Building - Tenth Floor
250 Muñoz Rivera Avenue
San Juan, Puerto Rico 00918
(Address of principal executive offices) (Zip code)
Liana Loyola
Secretary
American International Plaza Building - Tenth Floor
250 Muñoz Rivera Avenue
San Juan, Puerto Rico 00918
(Name and address of agent for service)
Copies to:
Jesse C. Kean | Owen Meacham | |
Carla G. Teodoro | UBS Business Solutions US LLC | |
Sidley Austin LLP | One North Wacker Drive | |
787 Seventh Avenue | Chicago, IL 60606 | |
New York, NY 10019 |
Registrant’s telephone number, including area code: (787) 250-3600
Date of fiscal year end: March 31
Date of reporting period: July 1, 2022-June 30, 2023
Item 1. | Proxy Voting Record. |
Vote Summary Report
July 1, 2022 – June 30, 2023
International Portfolio I
Vote Summary
DIAGEO PLC
Security | 25243Q205 | Meeting Type | Annual | |||
Ticker Symbol | DEO | Meeting Date | 06-Oct-2022 | |||
ISIN | US25243Q2057 | Agenda | 935705864 - Management | |||
Record Date | 19-Aug-2022 | Holding Recon Date | 19-Aug-2022 | |||
City / Country | / United States | Vote Deadline Date | 30-Sep-2022 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
O1 | Report and accounts 2022 | Management | For | For | ||||
O2 | Directors’ remuneration report 2022 | Management | For | For | ||||
O3 | Declaration of final dividend | Management | For | For | ||||
O4 | Appointment of Karen Blackett (1,3,4) as a Director | Management | For | For | ||||
O5 | Re-appointment of Melissa Bethell (1,3,4) as a Director | Management | For | For | ||||
O6 | Re-appointment of Lavanya Chandrashekar (2) as a Director | Management | For | For | ||||
O7 | Re-appointment of Valérie Chapoulaud-Floquet (1,3,4) as a Director | Management | For | For | ||||
O8 | Re-appointment of Javier Ferrán (3*) as a Director | Management | For | For | ||||
O9 | Re-appointment of Susan Kilsby (1,3,4*) as a Director | Management | For | For | ||||
O10 | Re-appointment of Sir John Manzoni (1,3,4) as a Director | Management | For | For | ||||
O11 | Re-appointment of Lady Mendelsohn (1,3,4) as a Director | Management | For | For | ||||
O12 | Re-appointment of Ivan Menezes (2*) as a Director | Management | For | For | ||||
O13 | Re-appointment of Alan Stewart (1*,3,4) as a Director | Management | For | For | ||||
O14 | Re-appointment of Ireena Vittal (1,3,4) as a Director | Management | For | For | ||||
O15 | Re-appointment of auditor | Management | For | For | ||||
O16 | Remuneration of auditor | Management | For | For | ||||
O17 | Authority to make political donations and/or to incur political expenditure | Management | For | For | ||||
O18 | Amendment of the Diageo plc 2017 Irish Share Ownership Plan | Management | For | For | ||||
O19 | Authority to allot shares | Management | For | For | ||||
S20 | Disapplication of pre-emption rights | Management | For | For | ||||
S21 | Authority to purchase own ordinary shares | Management | For | For | ||||
S22 | Reduced notice of a general meeting other than an AGM | Management | For | For |
Page 1 of 22 | 21-Jul-2023 |
Vote Summary
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 - 112231 | JPMORGAN | 341 | 0 | 15-Sep-2022 | 15-Sep-2022 |
Page 2 of 22 | 21-Jul-2023 |
Vote Summary
NOVARTIS AG
| ||||||
Security | 66987V109 | Meeting Type | Annual | |||
Ticker Symbol | NVS | Meeting Date | 07-Mar-2023 | |||
ISIN | US66987V1098 | Agenda | 935764577 - Management | |||
Record Date | 24-Jan-2023 | Holding Recon Date | 24-Jan-2023 | |||
City / Country | / United States | Vote Deadline Date | 24-Feb-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against | ||||
1. | Approval of the Operating and Financial Review of Novartis AG, the Financial Statements of Novartis AG and the Group Consolidated Financial Statements for the 2022 Financial Year | Management | For | For | ||||
2. | Discharge from Liability of the Members of the Board of Directors and the Executive Committee | Management | For | For | ||||
3. | Appropriation of Available Earnings of Novartis AG as per Balance Sheet and Declaration of Dividend for 2022 | Management | For | For | ||||
4. | Reduction of Share Capital | Management | For | For | ||||
5. | Further Share Repurchases | Management | For | For | ||||
6A. | Introduction of Article 12a of the Articles of Incorporation | Management | For | For | ||||
6B. | Amendment of Articles 10, 14, 30, 33 and 34 of the Articles of Incorporation | Management | For | For | ||||
6C. | Amendment of Articles 4-7, 9, 11-13, 16-18, 20-24, 27, 38 and 39 of the Articles of Incorporation | Management | For | For | ||||
7A. | Binding Vote on the Maximum Aggregate Amount of Compensation for the Board of Directors from the 2023 Annual General Meeting to the 2024 Annual General Meeting | Management | For | For | ||||
7B. | Binding Vote on the Maximum Aggregate Amount of Compensation for the Executive Committee for the 2024 Financial Year | Management | For | For | ||||
7C. | Advisory Vote on the 2022 Compensation Report | Management | For | For | ||||
8A. | Re-election of Joerg Reinhardt as Member and Board Chair | Management | For | For | ||||
8B. | Re-election of Nancy C. Andrews | Management | For | For | ||||
8C. | Re-election of Ton Buechner | Management | For | For | ||||
8D. | Re-election of Patrice Bula | Management | For | For | ||||
8E. | Re-election of Elizabeth Doherty | Management | For | For | ||||
8F. | Re-election of Bridgette Heller | Management | For | For | ||||
8G. | Re-election of Daniel Hochstrasser | Management | For | For | ||||
8H. | Re-election of Frans van Houten | Management | For | For | ||||
8I. | Re-election of Simon Moroney | Management | For | For |
Page 3 of 22 | 21-Jul-2023 |
Vote Summary
8J. | Re-election of Ana de Pro Gonzalo | Management | For | For | ||||
8K. | Re-election of Charles L. Sawyers | Management | For | For | ||||
8L. | Re-election of William T. Winters | Management | For | For | ||||
8M. | Election of John D. Young | Management | For | For | ||||
9A. | Re-election of Patrice Bula | Management | For | For | ||||
9B. | Re-election of Bridgette Heller | Management | For | For | ||||
9C. | Re-election of Simon Moroney | Management | For | For | ||||
9D. | Re-election of William T. Winters | Management | For | For | ||||
10. | Re-election of the Auditor | Management | For | For | ||||
11. | Re-election of the Independent Proxy | Management | For | For | ||||
12. | General instructions in case of alternative motions under the agenda items published in the Notice of Annual General Meeting, and/or of motions relating to additional agenda items according to Article 704b of the Swiss Code of Obligations | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 - 112231 | JPMORGAN | 639 | 0 | 07-Mar-2023 | 19-Feb-2023 |
Page 4 of 22 | 21-Jul-2023 |
Vote Summary
NESTLE S.A.
| ||||||
Security | 641069406 | Meeting Type | Annual | |||
Ticker Symbol | NSRGY | Meeting Date | 20-Apr-2023 | |||
ISIN | US6410694060 | Agenda | 935795039 - Management | |||
Record Date | 13-Mar-2023 | Holding Recon Date | 13-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 12-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1A | Approval of the Annual Review, the financial statements of Nestlé S.A. and the consolidated financial statements of the Nestlé Group for 2022 | Management | For | For | ||||
1B | Acceptance of the Compensation Report 2022 (advisory vote) | Management | For | For | ||||
2 | Discharge to the members of the Board of Directors and of the Management for 2022 | Management | For | For | ||||
3 | Appropriation of profit resulting from the balance sheet of Nestlé S.A. (proposed dividend) for the financial year 2022 | Management | For | For | ||||
4AA | Re-election of the member of the Board of Director: Paul Bulcke, as member and Chairman | Management | For | For | ||||
4AB | Re-election of the member of the Board of Director: Ulf Mark Schneider | Management | For | For | ||||
4AC | Re-election of the member of the Board of Director: Henri de Castries | Management | For | For | ||||
4AD | Re-election of the member of the Board of Director: Renato Fassbind | Management | For | For | ||||
4AE | Re-election of the member of the Board of Director: Pablo Isla | Management | For | For | ||||
4AF | Re-election of the member of the Board of Director: Patrick Aebischer | Management | For | For | ||||
4AG | Re-election of the member of the Board of Director: Kimberly A. Ross | Management | For | For | ||||
4AH | Re-election of the member of the Board of Director: Dick Boer | Management | For | For | ||||
4AI | Re-election of the member of the Board of Director: Dinesh Paliwal | Management | For | For | ||||
4AJ | Re-election of the member of the Board of Director: Hanne Jimenez de Mora | Management | For | For | ||||
4AK | Re-election of the member of the Board of Director: Lindiwe Majele Sibanda | Management | For | For | ||||
4AL | Re-election of the member of the Board of Director: Chris Leong | Management | For | For |
Page 5 of 22 | 21-Jul-2023 |
Vote Summary
4AM | Re-election of the member of the Board of Director: Luca Maestri | Management | For | For | ||||
4BA | Election to the Board of Director: Rainer Blair | Management | For | For | ||||
4BB | Election to the Board of Director: Marie-Gabrielle Ineichen-Fleisch | Management | For | For | ||||
4CA | Election of the member of the Compensation Committee: Pablo Isla | Management | For | For | ||||
4CB | Election of the member of the Compensation Committee: Patrick Aebischer | Management | For | For | ||||
4CC | Election of the member of the Compensation Committee: Dick Boer | Management | For | For | ||||
4CD | Election of the member of the Compensation Committee: Dinesh Paliwal | Management | For | For | ||||
4D | Election of the statutory auditors Ernst & Young Ltd, Lausanne branch | Management | For | For | ||||
4E | Election of the Independent Representative Hartmann Dreyer, Attorneys-at-law | Management | For | For | ||||
5A | Approval of the compensation of the Board of Directors | Management | For | For | ||||
5B | Approval of the compensation of the Executive Board | Management | For | For | ||||
6 | Capital reduction (by cancellation of shares) | Management | For | For | ||||
7A | Amendments of Provisions of the Articles of Association pertaining to the General Meeting | Management | For | For | ||||
7B | Amendments of Provisions of the Articles of Association pertaining to the Board of Directors, Compensation, Contracts and Mandates and Miscellaneous Provisions | Management | For | For | ||||
8 | In the event of any yet unknown new or modified proposal by a shareholder during the General Meeting, I instruct the Independent Representative to vote as follows. | Management | Against | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 - 112231 | JPMORGAN | 461 | 0 | 07-Apr-2023 | 07-Apr-2023 |
Page 6 of 22 | 21-Jul-2023 |
Vote Summary
ING GROEP N.V.
| ||||||
Security | 456837103 | Meeting Type | Annual | |||
Ticker Symbol | ING | Meeting Date | 24-Apr-2023 | |||
ISIN | US4568371037 | Agenda | 935796233 - Management | |||
Record Date | 20-Mar-2023 | Holding Recon Date | 20-Mar-2023 | |||
City / Country | / Netherlands | Vote Deadline Date | 13-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
2c. | Remuneration Report for 2022 (advisory voting item). | Management | For | For | ||||
2d. | Financial Statements (annual accounts) for 2022 (voting item). | Management | For | For | ||||
3b. | Dividend for 2022 (voting item). | Management | For | For | ||||
4a. | Discharge of the members of the Executive Board in respect of their duties performed during the year 2022 (voting item). | Management | For | For | ||||
4b. | Discharge of the members of the Supervisory Board in respect of their duties performed during the year 2022 (voting item). | Management | For | For | ||||
5. | Reappointment of the external auditor (voting item). | Management | For | For | ||||
6. | Reappointment of Tanate Phutrakul to the Executive Board (voting item). | Management | For | For | ||||
7a. | Appointment of Alexandra Reich to the Supervisory Board (voting item). | Management | For | For | ||||
7b. | Appointment of Karl Guha to the Supervisory Board (voting item). | Management | For | For | ||||
7c. | Reappointment of Herna Verhagen to the Supervisory Board (voting item). | Management | For | For | ||||
7d. | Reappointment of Mike Rees to the Supervisory Board (voting item). | Management | For | For | ||||
8a. | Authorization of the Executive Board to issue ordinary shares (voting item). | Management | For | For | ||||
8b. | Authorization of the Executive Board to issue ordinary shares with or without pre-emptive rights of existing shareholders (voting item). | Management | For | For | ||||
9. | Authorization of the Executive Board to acquire ordinary shares in ING Group’s own capital (voting item). | Management | For | For | ||||
10. | Reduction of the issued share capital by cancelling ordinary shares acquired by ING Group pursuant to the authority under agenda item 9 (voting item). | Management | For | For |
Page 7 of 22 | 21-Jul-2023 |
Vote Summary
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 - 112231 | JPMORGAN | 5,196 | 0 | 08-Apr-2023 | 08-Apr-2023 |
Page 8 of 22 | 21-Jul-2023 |
Vote Summary
CANADIAN NATIONAL RAILWAY COMPANY
Security | 136375102 | Meeting Type | Annual | |||
Ticker Symbol | CNI | Meeting Date | 25-Apr-2023 | |||
ISIN | CA1363751027 | Agenda | 935790762 - Management | |||
Record Date | 03-Mar-2023 | Holding Recon Date | 03-Mar-2023 | |||
City / Country | / Canada | Vote Deadline Date | 24-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1A | Election of Directors Election of Director: Shauneen Bruder | Management | For | For | ||||
1B | Election of Director: Jo-ann dePass Olsovsky | Management | For | For | ||||
1C | Election of Director: David Freeman | Management | For | For | ||||
1D | Election of Director: Denise Gray | Management | For | For | ||||
1E | Election of Director: Justin M. Howell | Management | For | For | ||||
1F | Election of Director: Susan C. Jones | Management | For | For | ||||
1G | Election of Director: Robert Knight | Management | For | For | ||||
1H | Election of Director: Michel Letellier | Management | For | For | ||||
1I | Election of Director: Margaret A. McKenzie | Management | For | For | ||||
1J | Election of Director: Al Monaco | Management | For | For | ||||
1K | Election of Director: Tracy Robinson | Management | For | For | ||||
2 | Appointment of KPMG LLP as Auditors. | Management | For | For | ||||
3 | Non-Binding Advisory Resolution to accept the approach to executive compensation disclosed in the management information circular, the full text of which resolution is set out on p.11 of the management information circular. | Management | For | For | ||||
4 | Non-Binding Advisory Resolution to accept the Company’s Climate Action Plan as disclosed in the management information circular, the full text of which resolution is set out on p.11 of the management information circular. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 -112231 | JPMORGAN | 449 | 0 | 10-Apr-2023 | 10-Apr-2023 |
Page 9 of 22 | 21-Jul-2023 |
Vote Summary
IBERDROLA SA
Security | 450737101 | Meeting Type | Annual | |||
Ticker Symbol | IBDRY | Meeting Date | 28-Apr-2023 | |||
ISIN | US4507371015 | Agenda | 935799277 - Management | |||
Record Date | 17-Mar-2023 | Holding Recon Date | 17-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 20-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | Please refer to the agenda for proposal language | Management | For | For | ||||
2. | Please refer to the agenda for proposal language | Management | For | For | ||||
3. | Please refer to the agenda for proposal language | Management | For | For | ||||
4. | Please refer to the agenda for proposal language | Management | For | For | ||||
5. | Please refer to the agenda for proposal language | Management | For | For | ||||
6. | Please refer to the agenda for proposal language | Management | For | For | ||||
7. | Please refer to the agenda for proposal language | Management | For | For | ||||
8. | Please refer to the agenda for proposal language | Management | For | For | ||||
9. | Please refer to the agenda for proposal language | Management | For | For | ||||
10. | Please refer to the agenda for proposal language | Management | For | For | ||||
11. | Please refer to the agenda for proposal language | Management | For | For | ||||
12. | Please refer to the agenda for proposal language | Management | For | For | ||||
13. | Please refer to the agenda for proposal language | Management | For | For | ||||
14. | Please refer to the agenda for proposal language | Management | For | For | ||||
15. | Please refer to the agenda for proposal language | Management | For | For | ||||
16. | Please refer to the agenda for proposal language | Management | For | For | ||||
17. | Please refer to the agenda for proposal language | Management | For | For | ||||
18. | Please refer to the agenda for proposal language | Management | For | For | ||||
19. | Please refer to the agenda for proposal language | Management | For | For | ||||
20. | Please refer to the agenda for proposal language | Management | For | For | ||||
21. | Please refer to the agenda for proposal language | Management | For | For | ||||
22. | Please refer to the agenda for proposal language | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 -112231 | JPMORGAN | 1,238 | 0 | 13-Apr-2023 | 13-Apr-2023 |
Page 10 of 22 | 21-Jul-2023 |
Vote Summary
AGNICO EAGLE MINES LIMITED
Security | 008474108 | Meeting Type | Annual and Special Meeting | |||
Ticker Symbol | AEM | Meeting Date | 28-Apr-2023 | |||
ISIN | CA0084741085 | Agenda | 935809903 - Management | |||
Record Date | 17-Mar-2023 | Holding Recon Date | 17-Mar-2023 | |||
City / Country | / Canada | Vote Deadline Date | 25-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against | ||||
1 | DIRECTOR | Management | ||||||
1 Leona Aglukkaq | For | For | ||||||
2 Ammar Al-Joundi | For | For | ||||||
3 Sean Boyd | For | For | ||||||
4 Martine A. Celej | For | For | ||||||
5 Robert J. Gemmell | For | For | ||||||
6 Jonathan Gill | For | For | ||||||
7 Peter Grosskopf | For | For | ||||||
8 Elizabeth Lewis-Gray | For | For | ||||||
9 Deborah McCombe | For | For | ||||||
10 Jeffrey Parr | For | For | ||||||
11 J. Merfyn Roberts | For | For | ||||||
12 Jamie C. Sokalsky | For | For | ||||||
2 | Appointment of Ernst & Young LLP as Auditors of the Company for the ensuing year and authorizing the Directors to fix their remuneration. | Management | For | For | ||||
3 | Consideration of and, if deemed advisable, the passing of a non-binding, advisory resolution accepting the Company’s approach to executive compensation. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 - 112231 | JPMORGAN | 901 | 0 | 24-Apr-2023 | 24-Apr-2023 |
Page 11 of 22 | 21-Jul-2023 |
Vote Summary
BAYER AG
Security | 072730302 | Meeting Type | Annual | |||
Ticker Symbol | BAYRY | Meeting Date | 28-Apr-2023 | |||
ISIN | US0727303028 | Agenda | 935816314 - Management | |||
Record Date | 21-Mar-2023 | Holding Recon Date | 21-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 17-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1 | Distribution of the Profit | Management | For | For | ||||
2 | Ratification of the actions of the members of the Board of Management | Management | For | For | ||||
3 | Ratification of the actions of the members of the Supervisory Board | Management | For | For | ||||
4.1 | Supervisory Board election: Prof. Dr. Norbert Winkeljohann | Management | For | For | ||||
4.2 | Supervisory Board election: Kimberly Mathisen | Management | For | For | ||||
5 | Approval of the Compensation report | Management | For | For | ||||
6 | Authorization of the Board of Management to provide for the holding of virtual Annual Stockholders’ Meeting (amendment of Article 13 of the Articles of Incorporation) | Management | For | For | ||||
7 | Enabling the members of the Supervisory Board to participate in virtual Annual Stockholders’ Meetings by means of video and audio transmission (amendment of Articles 15 of the Articles of Incorporation) | Management | For | For | ||||
8 | Election of the Auditor (Deloitte, full-year, half year and Q3 2023; Q1 2024) | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 - 112231 | JPMORGAN | 3,192 | 0 | 12-Apr-2023 | 12-Apr-2023 |
Page 12 of 22 | 21-Jul-2023 |
Vote Summary
BARCLAYS PLC
Security | 06738E204 | Meeting Type | Annual | |||
Ticker Symbol | BCS | Meeting Date | 03-May-2023 | |||
ISIN | US06738E2046 | Agenda | 935802644 - Management | |||
Record Date | 16-Mar-2023 | Holding Recon Date | 16-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 26-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | To receive the reports of the Directors and Auditors and the audited accounts of the Company for the year ended 31 December 2022. | Management | For | For | ||||
2. | To approve the Directors’ Remuneration Report for the year ended 31 December 2022. | Management | Against | Against | ||||
3. | To approve the Directors’ Remuneration Policy contained in the Directors’ Remuneration Report for the year ended 31 December 2022. | Management | For | For | ||||
4. | That Marc Moses be appointed a Director of the Company. | Management | For | For | ||||
5. | That Robert Berry be reappointed a Director of the Company. | Management | For | For | ||||
6. | That Tim Breedon be reappointed a Director of the Company. | Management | For | For | ||||
7. | That Anna Cross be reappointed a Director of the Company. | Management | For | For | ||||
8. | That Mohamed A. El-Erian be reappointed a Director of the Company. | Management | For | For | ||||
9. | That Dawn Fitzpatrick be reappointed a Director of the Company. | Management | For | For | ||||
10. | That Mary Francis be reappointed a Director of the Company. | Management | For | For | ||||
11. | That Crawford Gillies be reappointed a Director of the Company. | Management | For | For | ||||
12. | That Brian Gilvary be reappointed a Director of the Company. | Management | For | For | ||||
13. | That Nigel Higgins be reappointed a Director of the Company. | Management | For | For | ||||
14. | That Diane Schueneman be reappointed a Director of the Company. | Management | For | For | ||||
15. | That C.S. Venkatakrishnan be reappointed a Director of the Company. | Management | For | For | ||||
16. | That Julia Wilson be reappointed a Director of the Company. | Management | For | For | ||||
17. | To reappoint KPMG LLP as Auditors. | Management | For | For |
Page 13 of 22 | 21-Jul-2023 |
Vote Summary
18. | To authorise the Board Audit Committee to set the remuneration of the Auditors. | Management | For | For | ||||
19. | To authorise the Company and its subsidiaries to make political donations and incur political expenditure. | Management | For | For | ||||
20. | To authorise the Directors to allot shares and equity securities. | Management | For | For | ||||
21. | To authorise the Directors to allot equity securities for cash and/or sell treasury shares other than on a pro rata basis to shareholders of no more than 5% of issued share capital. (Special Resolution) | Management | For | For | ||||
22. | To authorise the Directors to allot equity securities for cash and/or sell treasury shares other than on a pro rata basis to shareholders of no more than 5% of issued share capital in connection with an acquisition or specified capital investment. (Special Resolution) | Management | For | For | ||||
23. | To authorise the Directors to allot equity securities in relation to the issuance of contingent Equity Conversion Notes. | Management | For | For | ||||
24. | To authorise the Directors to allot equity securities for cash other than on a pro rata basis to shareholders in relation to the issuance of contingent Equity Conversion Notes. (Special Resolution) | Management | For | For | ||||
25. | To authorise the Company to purchase its own shares. (Special Resolution) | Management | For | For | ||||
26. | To authorise the Directors to call general meetings (other than an AGM) on not less than 14 clear days’ notice. (Special Resolution) | Management | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable | Vote Date | Date | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 - 112231 | JPMORGAN | 7,140 | 0 | 18-Apr-2023 | 18-Apr-2023 |
Page 14 of 22 | 21-Jul-2023 |
Vote Summary
SUNCOR ENERGY INC.
Security | 867224107 | Meeting Type | Annual | |||
Ticker Symbol | SU | Meeting Date | 09-May-2023 | |||
ISIN | CA8672241079 | Agenda | 935812582 - Management | |||
Record Date | 14-Mar-2023 | Holding Recon Date | 14-Mar-2023 | |||
City / Country | / Canada | Vote Deadline Date | 04-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against | ||||
1A | Election of Director - Ian R. Ashby | Management | For | For | ||||
1B | Election of Director - Patricia M. Bedient | Management | For | For | ||||
1C | Election of Director - Russell K. Girling | Management | For | For | ||||
1D | Election of Director - Jean Paul Gladu | Management | For | For | ||||
1E | Election of Director - Dennis M. Houston | Management | For | For | ||||
1F | Election of Director - Richard M. Kruger | Management | For | For | ||||
1G | Election of Director - Brian P. MacDonald | Management | For | For | ||||
1H | Election of Director - Lorraine Mitchelmore | Management | For | For | ||||
1I | Election of Director - Daniel Romasko | Management | For | For | ||||
1J | Election of Director - Christopher R. Seasons | Management | For | For | ||||
1K | Election of Director - M. Jacqueline Sheppard | Management | For | For | ||||
1L | Election of Director - Eira M. Thomas | Management | For | For | ||||
1M | Election of Director - Michael M. Wilson | Management | For | For | ||||
2 | Appointment of KPMG LLP as auditor of Suncor Energy Inc. until the close of the next annual meeting. | Management | For | For | ||||
3 | To consider and, if deemed fit, approve an advisory resolution on Suncor’s approach to executive compensation disclosed in the Management Proxy Circular of Suncor Energy Inc. dated March 24, 2023. | Management | For | For | ||||
4 | To consider a shareholder proposal regarding the production of a report outlining how Suncor’s capital expenditure plans align with its 2030 emissions reductions target. | Shareholder | Against | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable | Vote Date | Date | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 - 112231 | JPMORGAN | 1,328 | 0 | 25-Apr-2023 | 25-Apr-2023 |
Page 15 of 22 | 21-Jul-2023 |
Vote Summary
SAP SE
Security | 803054204 | Meeting Type | Annual | |||
Ticker Symbol | SAP | Meeting Date | 11-May-2023 | |||
ISIN | US8030542042 | Agenda | 935813902 - Management | |||
Record Date | 28-Mar-2023 | Holding Recon Date | 28-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 28-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against | ||||
2 | Resolution on the appropriation of the retained earnings for fiscal year 2022 | Management | For | |||||
3 | Resolution on the formal approval of the acts of the Executive Board in fiscal year 2022 | Management | For | |||||
4 | Resolution on the formal approval of the acts of the Supervisory Board in fiscal year 2022 | Management | For | |||||
5 | Resolution on the approval of the compensation report for fiscal year 2022 | Management | For | |||||
6 | Resolution on the authorization to acquire and use treasury shares pursuant to Section 71 (1) no. 8 of the German Stock Corporation Act (Aktiengesetz; “AktG”), with possible exclusion of the shareholders’ subscription rights and potential rights to offer shares and the possibility to redeem treasury shares | Management | For | |||||
7 | Resolution on the authorization to use derivatives to acquire treasury shares in accordance with Section 71 (1) no. 8 AktG, with possible exclusion of the shareholders’ subscription rights and potential rights to offer shares | Management | For | |||||
8a | Election of Supervisory Board member: Jennifer Xin-Zhe Li | Management | For | |||||
8b | Election of Supervisory Board member: Dr. Qi Lu | Management | For | |||||
8c | Election of Supervisory Board member: Dr. h. c. Punit Renjen | Management | For | |||||
9 | Resolution on the approval of the compensation system for Executive Board members | Management | For | |||||
10 | Resolution on the compensation of the Supervisory Board members concerning the granting of additional compensation for the Lead Independent Director under amendment of Article 16 of the Articles of Incorporation | Management | For | |||||
11a | Addition of a new Article 20a to the Articles of Incorporation to enable virtual General Meetings of Shareholders: Authorization of the Executive Board | Management | For | |||||
11b | Addition of a new Article 20a to the Articles of Incorporation to enable virtual General Meetings of Shareholders: Participation of Supervisory Board members in virtual general meetings | Management | For |
Page 16 of 22 | 21-Jul-2023 |
Vote Summary
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 - 112231 | JPMORGAN | 634 | 0 | 23-Apr-2023 | 23-Apr-2023 |
Page 17 of 22 | 21-Jul-2023 |
Vote Summary
SHELL PLC
Security | 780259305 | Meeting Type | Annual | |||
Ticker Symbol | SHEL | Meeting Date | 23-May-2023 | |||
ISIN | US7802593050 | Agenda | 935844426 - Management | |||
Record Date | 12-Apr-2023 | Holding Recon Date | 12-Apr-2023 | |||
City / Country | / United States | Vote Deadline Date | 17-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | Annual Report & Accounts be received | Management | For | For | ||||
2. | Approval of Directors’ Remuneration Policy | Management | For | For | ||||
3. | Approval of Directors’ Remuneration Report | Management | For | For | ||||
4. | Appointment of Wael Sawan as a Director of the Company | Management | For | For | ||||
5. | Appointment of Cyrus Taraporevala as a Director of the Company | Management | For | For | ||||
6. | Appointment of Sir Charles Roxburgh as a Director of the Company | Management | For | For | ||||
7. | Appointment of Leena Srivastava as a Director of the Company | Management | For | For | ||||
8. | Reappointment of Sinead Gorman as a Director of the Company | Management | For | For | ||||
9. | Reappointment of Dick Boer as a Director of the Company | Management | For | For | ||||
10. | Reappointment of Neil Carson as a Director of the Company | Management | For | For | ||||
11. | Reappointment of Ann Godbehere as a Director of the Company | Management | For | For | ||||
12. | Reappointment of Jane Holl Lute as a Director of the Company | Management | For | For | ||||
13. | Reappointment of Catherine Hughes as a Director of the Company | Management | For | For | ||||
14. | Reappointment of Sir Andrew Mackenzie as a Director of the Company | Management | For | For | ||||
15. | Reappointment of Abraham (Bram) Schot as a Director of the Company | Management | For | For | ||||
16. | Reappointment of Auditors | Management | For | For | ||||
17. | Remuneration of Auditors | Management | For | For | ||||
18. | Authority to allot shares | Management | For | For | ||||
19. | Disapplication of pre-emption rights | Management | For | For | ||||
20. | Authority to make on market purchases of own shares | Management | For | For |
Page 18 of 22 | 21-Jul-2023 |
Vote Summary
21. | Authority to make off market purchases of own shares | Management | For | For | ||||
22. | Authority to make certain donations/incur expenditure | Management | For | For | ||||
23. | Adoption of new Articles of Association | Management | For | For | ||||
24. | Approval of Shell’s Share Plan (‘Plan’) rules and authority to adopt schedules to the Plan | Management | For | For | ||||
25. | Approve Shell’s Energy Transition Progress | Management | For | For | ||||
26. | Shareholder resolution | Shareholder | Against | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable | Vote Date | Date Confirmed | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 - 112231 | JPMORGAN | 1,225 | 0 | 10-May-2023 | 10-May-2023 |
Page 19 of 22 | 21-Jul-2023 |
Vote Summary
TAIWAN SEMICONDUCTOR MFG. CO. LTD.
| ||||||
Security | 874039100 | Meeting Type | Annual | |||
Ticker Symbol | TSM | Meeting Date | 06-Jun-2023 | |||
ISIN | US8740391003 | Agenda | 935863298 - Management | |||
Record Date | 06-Apr-2023 | Holding Recon Date | 06-Apr-2023 | |||
City / Country | / United States | Vote Deadline Date | 26-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against | ||||
1. | To accept 2022 Business Report and Financial Statements | Management | For | For | ||||
2. | To approve the issuance of employee restricted stock awards for year 2023 | Management | For | For | ||||
3. | To revise the Procedures for Endorsement and Guarantee | Management | For | For | ||||
4. | In order to reflect the Audit Committee name change to the Audit and Risk Committee, to revise the name of Audit Committee in the following TSMC policies: i. Procedures for Acquisition or Disposal of Assets ii. Procedures for Financial Derivatives Transactions iii. Procedures for Lending Funds to Other Parties iv. Procedures for Endorsement and Guarantee | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable | Vote Date | Date | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 - 112231 | JPMORGAN | 525 | 0 | 25-May-2023 | 25-May-2023 |
Page 20 of 22 | 21-Jul-2023 |
Vote Summary
SONY GROUP CORPORATION
| ||||||
Security | 835699307 | Meeting Type | Annual | |||
Ticker Symbol | SONY | Meeting Date | 20-Jun-2023 | |||
ISIN | US8356993076 | Agenda | 935876714 - Management | |||
Record Date | 30-Mar-2023 | Holding Recon Date | 30-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 13-Jun-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against | ||||
1a. | Election of Director: Kenichiro Yoshida | Management | For | For | ||||
1b. | Election of Director: Hiroki Totoki | Management | For | For | ||||
1c. | Election of Director: Yoshihiko Hatanaka | Management | For | For | ||||
1d. | Election of Director: Toshiko Oka | Management | For | For | ||||
1e. | Election of Director: Sakie Akiyama | Management | For | For | ||||
1f. | Election of Director: Wendy Becker | Management | For | For | ||||
1g. | Election of Director: Keiko Kishigami | Management | For | For | ||||
1h. | Election of Director: Joseph A. Kraft Jr. | Management | For | For | ||||
1i. | Election of Director: Neil Hunt | Management | For | For | ||||
1j. | Election of Director: William Morrow | Management | For | For | ||||
2. | To issue Stock Acquisition Rights for the purpose of granting stock options. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable | Vote Date | Date | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 - 112231 | JPMORGAN | 621 | 0 | 08-Jun-2023 | 08-Jun-2023 |
Page 21 of 22 | 21-Jul-2023 |
Vote Summary
HITACHI, LTD.
| ||||||
Security | 433578507 | Meeting Type | Annual | |||
Ticker Symbol | HTHIY | Meeting Date | 21-Jun-2023 | |||
ISIN | US4335785071 | Agenda | 935891196 - Management | |||
Record Date | 30-Mar-2023 | Holding Recon Date | 30-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 12-Jun-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against | ||||
1a. | Election of Director due to expiration of the term of office: Katsumi Ihara | Management | For | For | ||||
1b. | Election of Director due to expiration of the term of office: Ravi Venkatesan | Management | For | For | ||||
1c. | Election of Director due to expiration of the term of office: Cynthia Carroll | Management | For | For | ||||
1d. | Election of Director due to expiration of the term of office: Ikuro Sugawara | Management | For | For | ||||
1e. | Election of Director due to expiration of the term of office: Joe Harlan | Management | For | For | ||||
1f. | Election of Director due to expiration of the term of office: Louise Pentland | Management | For | For | ||||
1g. | Election of Director due to expiration of the term of office: Takatoshi Yamamoto | Management | For | For | ||||
1h. | Election of Director due to expiration of the term of office: Hiroaki Yoshihara | Management | For | For | ||||
1i. | Election of Director due to expiration of the term of office: Helmuth Ludwig | Management | For | For | ||||
1j. | Election of Director due to expiration of the term of office: Keiji Kojima | Management | For | For | ||||
1k. | Election of Director due to expiration of the term of office: Mitsuaki Nishiyama | Management | For | For | ||||
1l. | Election of Director due to expiration of the term of office: Toshiaki Higashihara | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable | Vote Date | Date | |||||||
2 P 12031 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - INT | P12031 - 112231 | JPMORGAN | 538 | 0 | 08-Jun-2023 | 08-Jun-2023 |
Page 22 of 22 | 21-Jul-2023 |
Vote Summary Report
July 1, 2022 – June 30, 2023
Large Cap Core Portfolio I
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 1a | Elect Director Stephen F. Angel | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 1b | Elect Director Sanjiv Lamba | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 1c | Elect Director Ann-Kristin Achleitner | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 1d | Elect Director Thomas Enders | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | �� | Yes | 1e | Elect Director Edward G. Galante | For | For | For | For | Yes | No | No | No | |||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 1f | Elect Director Joe Kaeser | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 1g | Elect Director Victoria E. Ossadnik | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 1h | Elect Director Martin H. Richenhagen | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 1i | Elect Director Alberto Weisser | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 1j | Elect Director Robert L. Wood | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 2a | Ratify PricewaterhouseCoopers as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 2b | Authorise Board to Fix Remuneration of Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 4 | Approve Remuneration Report | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Management | Yes | 5 | Determine Price Range for Reissuance of Treasury Shares | For | For | For | For | Yes | No | No | No | ||||||||||||||
Linde Plc | LIN | 25-Jul-22 | Shareholder | Yes | 6 | Adopt Simple Majority Vote | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Management | Yes | 1.1 | Elect Director Ira Ehrenpreis | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Management | Yes | 1.2 | Elect Director Kathleen Wilson-Thompson | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Management | Yes | 2 | Reduce Director Terms from Three to Two Years | For | For | For | For | Yes | No | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Management | Yes | 3 | Eliminate Supermajority Voting Provisions | For | For | For | For | Yes | No | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Management | Yes | 4 | Increase Authorized Common Stock | For | For | For | For | Yes | No | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Management | Yes | 5 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Shareholder | Yes | 6 | Adopt Proxy Access Right | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Shareholder | Yes | 7 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Shareholder | Yes | 8 | Report on Racial and Gender Board Diversity | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Shareholder | Yes | 9 | Report on the Impacts of Using Mandatory Arbitration | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Shareholder | Yes | 10 | Report on Corporate Climate Lobbying in line with Paris Agreement | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Shareholder | Yes | 11 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Shareholder | Yes | 12 | Report on Eradicating Child Labor in Battery Supply Chain | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 04-Aug-22 | Shareholder | Yes | 13 | Report on Water Risk Exposure | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
NIKE, Inc. | NKE | 09-Sep-22 | Management | Yes | 1a | Elect Director Alan B. Graf, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
NIKE, Inc. | NKE | 09-Sep-22 | Management | Yes | 1b | Elect Director Peter B. Henry | For | For | For | For | Yes | No | No | No | ||||||||||||||
NIKE, Inc. | NKE | 09-Sep-22 | Management | Yes | 1c | Elect Director Michelle A. Peluso | For | For | For | For | Yes | No | No | No | ||||||||||||||
NIKE, Inc. | NKE | 09-Sep-22 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
NIKE, Inc. | NKE | 09-Sep-22 | Management | Yes | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
NIKE, Inc. | NKE | 09-Sep-22 | Management | Yes | 4 | Amend Qualified Employee Stock Purchase Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
NIKE, Inc. | NKE | 09-Sep-22 | Shareholder | Yes | 5 | Adopt a Policy on China Sourcing | Against | Against | Against | Against | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1a | Elect Director Marvin R. Ellison | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1b | Elect Director Stephen E. Gorman | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1c | Elect Director Susan Patricia Griffith | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1d | Elect Director Kimberly A. Jabal | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1e | Elect Director Amy B. Lane | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1f | Elect Director R. Brad Martin | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1g | Elect Director Nancy A. Norton | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1h | Elect Director Frederick P. Perpall | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1i | Elect Director Joshua Cooper Ramo | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1j | Elect Director Susan C. Schwab | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1k | Elect Director Frederick W. Smith | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1l | Elect Director David P. Steiner | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1m | Elect Director Rajesh Subramaniam | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1n | Elect Director V. James Vena | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 1o | Elect Director Paul S. Walsh | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 3 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Management | Yes | 4 | Amend Omnibus Stock Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Shareholder | Yes | 5 | Require Independent Board Chair | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Shareholder | Yes | 6 | Report on Alignment Between Company Values and Electioneering Contributions | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Shareholder | Yes | 7 | Report on Lobbying Payments and Policy | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Shareholder | Yes | 8 | Report on Racism in Corporate Culture | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
FedEx Corporation | FDX | 19-Sep-22 | Shareholder | Yes | 9 | Report on Climate Lobbying | Against | For | For | For | Yes | Yes | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 1a | Elect Director Richard H. Anderson | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 1b | Elect Director Craig Arnold | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 1c | Elect Director Scott C. Donnelly | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 1d | Elect Director Lidia L. Fonseca | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 1e | Elect Director Andrea J. Goldsmith | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 1f | Elect Director Randall J. Hogan, III | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 1g | Elect Director Kevin E. Lofton | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 1h | Elect Director Geoffrey S. Martha | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 1i | Elect Director Elizabeth G. Nabel | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 1j | Elect Director Denise M. O’Leary | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 1k | Elect Director Kendall J. Powell | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 4 | Renew the Board’s Authority to Issue Shares Under Irish Law | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 5 | Renew the Board’s Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | For | For | For | For | Yes | No | No | No | ||||||||||||||
Medtronic Plc | MDT | 08-Dec-22 | Management | Yes | 6 | Authorize Overseas Market Purchases of Ordinary Shares | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 1.1 | Elect Director Reid G. Hoffman | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 1.2 | Elect Director Hugh F. Johnston | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 1.3 | Elect Director Teri L. List | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 1.4 | Elect Director Satya Nadella | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 1.5 | Elect Director Sandra E. Peterson | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 1.6 | Elect Director Penny S. Pritzker | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 1.7 | Elect Director Carlos A. Rodriguez | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 1.8 | Elect Director Charles W. Scharf | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 1.9 | Elect Director John W. Stanton | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 1.10 | Elect Director John W. Thompson | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 1.11 | Elect Director Emma N. Walmsley | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 1.12 | Elect Director Padmasree Warrior | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Management | Yes | 3 | Ratify Deloitte & Touche LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Shareholder | Yes | 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Shareholder | Yes | 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Shareholder | Yes | 6 | Assess and Report on the Company’s Retirement Funds’ Management of Systemic Climate Risk | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Shareholder | Yes | 7 | Report on Government Use of Microsoft Technology | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Shareholder | Yes | 8 | Report on Development of Products for Military | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Microsoft Corporation | MSFT | 13-Dec-22 | Shareholder | Yes | 9 | Report on Tax Transparency | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Palo Alto Networks, Inc. | PANW | 13-Dec-22 | Management | Yes | 1a | Elect Director Helene D. Gayle | For | For | For | For | Yes | No | No | No | ||||||||||||||
Palo Alto Networks, Inc. | PANW | 13-Dec-22 | Management | Yes | 1b | Elect Director James J. Goetz | For | For | For | For | Yes | No | No | No | ||||||||||||||
Palo Alto Networks, Inc. | PANW | 13-Dec-22 | Management | Yes | 2 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Palo Alto Networks, Inc. | PANW | 13-Dec-22 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Palo Alto Networks, Inc. | PANW | 13-Dec-22 | Management | Yes | 4 | Amend Omnibus Stock Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
Micron Technology, Inc. | MU | 12-Jan-23 | Management | Yes | 1a | Elect Director Richard M. Beyer | For | For | For | For | Yes | No | No | No | ||||||||||||||
Micron Technology, Inc. | MU | 12-Jan-23 | Management | Yes | 1b | Elect Director Lynn A. Dugle | For | For | For | For | Yes | No | No | No | ||||||||||||||
Micron Technology, Inc. | MU | 12-Jan-23 | Management | Yes | 1c | Elect Director Steven J. Gomo | For | For | For | For | Yes | No | No | No | ||||||||||||||
Micron Technology, Inc. | MU | 12-Jan-23 | Management | Yes | 1d | Elect Director Linnie M. Haynesworth | For | For | For | For | Yes | No | No | No | ||||||||||||||
Micron Technology, Inc. | MU | 12-Jan-23 | Management | Yes | 1e | Elect Director Mary Pat McCarthy | For | For | For | For | Yes | No | No | No | ||||||||||||||
Micron Technology, Inc. | MU | 12-Jan-23 | Management | Yes | 1f | Elect Director Sanjay Mehrotra | For | For | For | For | Yes | No | No | No | ||||||||||||||
Micron Technology, Inc. | MU | 12-Jan-23 | Management | Yes | 1g | Elect Director Robert E. Switz | For | For | For | For | Yes | No | No | No | ||||||||||||||
Micron Technology, Inc. | MU | 12-Jan-23 | Management | Yes | 1h | Elect Director MaryAnn Wright | For | For | For | For | Yes | No | No | No | ||||||||||||||
Micron Technology, Inc. | MU | 12-Jan-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Micron Technology, Inc. | MU | 12-Jan-23 | Management | Yes | 3 | Amend Omnibus Stock Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
Micron Technology, Inc. | MU | 12-Jan-23 | Management | Yes | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 1a | Elect Director Susan L. Decker | For | For | For | For | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 1b | Elect Director Kenneth D. Denman | For | For | For | For | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 1c | Elect Director Richard A. Galanti | For | For | For | For | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 1d | Elect Director Hamilton E. James | For | For | For | For | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 1e | Elect Director W. Craig Jelinek | For | For | For | For | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 1f | Elect Director Sally Jewell | For | For | For | For | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 1g | Elect Director Charles T. Munger | For | For | For | For | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 1h | Elect Director Jeffrey S. Raikes | For | For | For | For | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 1i | Elect Director John W. Stanton | For | For | For | For | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 1j | Elect Director Ron M. Vachris | For | For | For | For | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 1k | Elect Director Mary Agnes (Maggie) Wilderotter | For | For | For | For | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 2 | Ratify KPMG LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Costco Wholesale Corporation | COST | 19-Jan-23 | Shareholder | Yes | 5 | Report on Risk Due to Restrictions on Reproductive Rights | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Management | Yes | 1a | Elect Director Lloyd A. Carney | For | For | For | For | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Management | Yes | 1b | Elect Director Kermit R. Crawford | For | For | For | For | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Management | Yes | 1c | Elect Director Francisco Javier Fernandez-Carbajal | For | For | For | For | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Management | Yes | 1d | Elect Director Alfred F. Kelly, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Management | Yes | 1e | Elect Director Ramon Laguarta | For | For | For | For | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Management | Yes | 1f | Elect Director Teri L. List | For | For | For | For | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Management | Yes | 1g | Elect Director John F. Lundgren | For | For | For | For | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Management | Yes | 1h | Elect Director Denise M. Morrison | For | For | For | For | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Management | Yes | 1i | Elect Director Linda J. Rendle | For | For | For | For | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Management | Yes | 1j | Elect Director Maynard G. Webb, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Management | Yes | 4 | Ratify KPMG LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Visa Inc. | V | 24-Jan-23 | Shareholder | Yes | 5 | Require Independent Board Chair | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 1a | Elect Director Leanne G. Caret | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 1b | Elect Director Tamra A. Erwin | For | For | For | For | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 1c | Elect Director Alan C. Heuberger | For | For | For | For | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 1d | Elect Director Charles O. Holliday, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 1e | Elect Director Michael O. Johanns | For | For | For | For | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 1f | Elect Director Clayton M. Jones | For | For | For | For | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 1g | Elect Director John C. May | For | For | For | For | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 1h | Elect Director Gregory R. Page | For | For | For | For | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 1i | Elect Director Sherry M. Smith | For | For | For | For | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 1j | Elect Director Dmitri L. Stockton | For | For | For | For | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 1k | Elect Director Sheila G. Talton | For | For | For | For | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Management | Yes | 4 | Ratify Deloitte & Touche LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Deere & Company | DE | 22-Feb-23 | Shareholder | Yes | 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 1a | Elect Director Jean Blackwell | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 1b | Elect Director Pierre Cohade | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 1c | Elect Director Michael E. Daniels | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 1d | Elect Director W. Roy Dunbar | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 1e | Elect Director Gretchen R. Haggerty | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 1f | Elect Director Ayesha Khanna | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 1g | Elect Director Simone Menne | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 1h | Elect Director George R. Oliver | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 1i | Elect Director Jurgen Tinggren | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 1j | Elect Director Mark Vergnano | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 1k | Elect Director John D. Young | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 2a | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 2b | Authorize Board to Fix Remuneration of Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 3 | Authorize Market Purchases of Company Shares | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 4 | Determine Price Range for Reissuance of Treasury Shares | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 5 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 6 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 7 | Approve the Directors’ Authority to Allot Shares | For | For | For | For | Yes | No | No | No | ||||||||||||||
Johnson Controls International Plc | JCI | 08-Mar-23 | Management | Yes | 8 | Approve the Disapplication of Statutory Pre-Emption Rights | For | For | For | For | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Management | Yes | 1a | Elect Director James Bell | For | For | For | For | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Management | Yes | 1b | Elect Director Tim Cook | For | For | For | For | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Management | Yes | 1c | Elect Director Al Gore | For | For | For | For | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Management | Yes | 1d | Elect Director Alex Gorsky | For | For | For | For | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Management | Yes | 1e | Elect Director Andrea Jung | For | For | For | For | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Management | Yes | 1f | Elect Director Art Levinson | For | For | For | For | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Management | Yes | 1g | Elect Director Monica Lozano | For | For | For | For | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Management | Yes | 1h | Elect Director Ron Sugar | For | For | For | For | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Management | Yes | 1i | Elect Director Sue Wagner | For | For | For | For | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Management | Yes | 2 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Shareholder | Yes | 5 | Report on Civil Rights and Non-Discrimination Audit | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Shareholder | Yes | 6 | Report on Operations in Communist China | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Shareholder | Yes | 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Shareholder | Yes | 8 | Report on Median Gender/Racial Pay Gap | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Apple Inc. | AAPL | 10-Mar-23 | Shareholder | Yes | 9 | Amend Proxy Access Right | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Management | Yes | 1a | Elect Director Richard E. Allison, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Management | Yes | 1b | Elect Director Andrew Campion | For | For | For | For | Yes | No | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Management | Yes | 1c | Elect Director Beth Ford | For | For | For | For | Yes | No | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Management | Yes | 1d | Elect Director Mellody Hobson | For | For | For | For | Yes | No | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Management | Yes | 1e | Elect Director Jorgen Vig Knudstorp | For | For | For | For | Yes | No | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Management | Yes | 1f | Elect Director Satya Nadella | For | For | For | For | Yes | No | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Management | Yes | 1g | Elect Director Laxman Narasimhan | For | For | For | For | Yes | No | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Management | Yes | 1h | Elect Director Howard Schultz | For | For | For | For | Yes | No | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Management | Yes | 4 | Ratify Deloitte & Touche LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Shareholder | Yes | 5 | Report on Plant-Based Milk Pricing | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Shareholder | Yes | 6 | Adopt Policy on Succession Planning | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Shareholder | Yes | 7 | Report on Operations in Communist China | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Shareholder | Yes | 8 | Commission Third Party Assessment on Company’s Commitment to Freedom of Association and Collective Bargaining Rights | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Starbucks Corporation | SBUX | 23-Mar-23 | Shareholder | Yes | 9 | Establish Committee on Corporate Sustainability | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Broadcom Inc. | AVGO | 03-Apr-23 | Management | Yes | 1a | Elect Director Diane M. Bryant | For | For | For | For | Yes | No | No | No | ||||||||||||||
Broadcom Inc. | AVGO | 03-Apr-23 | Management | Yes | 1b | Elect Director Gayla J. Delly | For | For | For | For | Yes | No | No | No | ||||||||||||||
Broadcom Inc. | AVGO | 03-Apr-23 | Management | Yes | 1c | Elect Director Raul J. Fernandez | For | For | For | For | Yes | No | No | No | ||||||||||||||
Broadcom Inc. | AVGO | 03-Apr-23 | Management | Yes | 1d | Elect Director Eddy W. Hartenstein | For | For | For | For | Yes | No | No | No | ||||||||||||||
Broadcom Inc. | AVGO | 03-Apr-23 | Management | Yes | 1e | Elect Director Check Kian Low | For | For | For | For | Yes | No | No | No | ||||||||||||||
Broadcom Inc. | AVGO | 03-Apr-23 | Management | Yes | 1f | Elect Director Justine F. Page | For | For | For | For | Yes | No | No | No | ||||||||||||||
Broadcom Inc. | AVGO | 03-Apr-23 | Management | Yes | 1g | Elect Director Henry Samueli | For | For | For | For | Yes | No | No | No | ||||||||||||||
Broadcom Inc. | AVGO | 03-Apr-23 | Management | Yes | 1h | Elect Director Hock E. Tan | For | For | For | For | Yes | No | No | No | ||||||||||||||
Broadcom Inc. | AVGO | 03-Apr-23 | Management | Yes | 1i | Elect Director Harry L. You | For | For | For | For | Yes | No | No | No | ||||||||||||||
Broadcom Inc. | AVGO | 03-Apr-23 | Management | Yes | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Broadcom Inc. | AVGO | 03-Apr-23 | Management | Yes | 3 | Amend Omnibus Stock Plan | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Broadcom Inc. | AVGO | 03-Apr-23 | Management | Yes | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Broadcom Inc. | AVGO | 03-Apr-23 | Management | Yes | 5 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 1a | Elect Director Mary T. Barra | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 1b | Elect Director Safra A. Catz | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 1c | Elect Director Amy L. Chang | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 1d | Elect Director Francis A. deSouza | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 1e | Elect Director Carolyn N. Everson | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 1f | Elect Director Michael B.G. Froman | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 1g | Elect Director Robert A. Iger | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 1h | Elect Director Maria Elena Lagomasino | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 1i | Elect Director Calvin R. McDonald | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 1j | Elect Director Mark G. Parker | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 1k | Elect Director Derica W. Rice | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Shareholder | Yes | 5 | Report on Risks Related to Operations in China | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Shareholder | Yes | 6 | Report on Charitable Contributions | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
The Walt Disney Company | DIS | 03-Apr-23 | Shareholder | Yes | 7 | Report on Political Expenditures | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 1a | Elect Director Linda Z. Cook | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 1b | Elect Director Joseph J. Echevarria | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 1c | Elect Director M. Amy Gilliland | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 1d | Elect Director Jeffrey A. Goldstein | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 1e | Elect Director K. Guru Gowrappan | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 1f | Elect Director Ralph Izzo | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 1g | Elect Director Sandra E. “Sandie” O’Connor | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 1h | Elect Director Elizabeth E. Robinson | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 1i | Elect Director Frederick O. Terrell | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 1j | Elect Director Robin A. Vince | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 1k | Elect Director Alfred W. “Al” Zollar | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 4 | Ratify KPMG LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Management | Yes | 5 | Approve Omnibus Stock Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Bank of New York Mellon Corporation | BK | 12-Apr-23 | Shareholder | Yes | 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 1a | Elect Director Robert A. Bradway | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 1b | Elect Director David L. Calhoun | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 1c | Elect Director Lynne M. Doughtie | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 1d | Elect Director David L. Gitlin | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 1e | Elect Director Lynn J. Good | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 1f | Elect Director Stayce D. Harris | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 1g | Elect Director Akhil Johri | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 1h | Elect Director David L. Joyce | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 1i | Elect Director Lawrence W. Kellner | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 1j | Elect Director Steven M. Mollenkopf | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 1k | Elect Director John M. Richardson | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 1l | Elect Director Sabrina Soussan | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 1m | Elect Director Ronald A. Williams | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 4 | Approve Omnibus Stock Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Management | Yes | 5 | Ratify Deloitte & Touche LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Shareholder | Yes | 6 | Report on Risks Related to Operations in China | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Shareholder | Yes | 7 | Report on Lobbying Payments and Policy | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Shareholder | Yes | 8 | Report on Climate Lobbying | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
The Boeing Company | BA | 18-Apr-23 | Shareholder | Yes | 9 | Report on Median Gender/Racial Pay Gap | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Management | Yes | 1a | Elect Director Thomas F. Frist, III | For | For | For | For | Yes | No | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Management | Yes | 1b | Elect Director Samuel N. Hazen | For | For | For | For | Yes | No | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Management | Yes | 1c | Elect Director Meg G. Crofton | For | For | For | For | Yes | No | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Management | Yes | 1d | Elect Director Robert J. Dennis | For | For | For | For | Yes | No | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Management | Yes | 1e | Elect Director Nancy-Ann DeParle | For | For | For | For | Yes | No | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Management | Yes | 1f | Elect Director William R. Frist | For | For | For | For | Yes | No | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Management | Yes | 1g | Elect Director Hugh F. Johnston | For | For | For | For | Yes | No | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Management | Yes | 1h | Elect Director Michael W. Michelson | For | For | For | For | Yes | No | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Management | Yes | 1i | Elect Director Wayne J. Riley | For | For | For | For | Yes | No | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Management | Yes | 1j | Elect Director Andrea B. Smith | For | For | For | For | Yes | No | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Management | Yes | 2 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Management | Yes | 3 | Approve Nonqualified Employee Stock Purchase Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Management | Yes | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Shareholder | Yes | 5 | Report on Political Contributions and Expenditures | Against | For | For | For | Yes | Yes | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
HCA Healthcare, Inc. | HCA | 19-Apr-23 | Shareholder | Yes | 6 | Amend Charter of Patient Safety and Quality of Care Committee | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1a | Elect Director Sharon L. Allen | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1b | Elect Director Jose (Joe) E. Almeida | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1c | Elect Director Frank P. Bramble, Sr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1d | Elect Director Pierre J.P. de Weck | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1e | Elect Director Arnold W. Donald | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1f | Elect Director Linda P. Hudson | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1g | Elect Director Monica C. Lozano | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1h | Elect Director Brian T. Moynihan | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1i | Elect Director Lionel L. Nowell, III | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1j | Elect Director Denise L. Ramos | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1k | Elect Director Clayton S. Rose | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1l | Elect Director Michael D. White | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1m | Elect Director Thomas D. Woods | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 1n | Elect Director Maria T. Zuber | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Management | Yes | 5 | Amend Omnibus Stock Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Shareholder | Yes | 6 | Require Independent Board Chair | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Shareholder | Yes | 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Shareholder | Yes | 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Shareholder | Yes | 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Against | For | For | For | Yes | Yes | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Shareholder | Yes | 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Bank of America Corporation | BAC | 25-Apr-23 | Shareholder | Yes | 11 | Commission Third Party Racial Equity Audit | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 1.1 | Elect Director Herb Allen | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 1.2 | Elect Director Marc Bolland | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 1.3 | Elect Director Ana Botin | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 1.4 | Elect Director Christopher C. Davis | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 1.5 | Elect Director Barry Diller | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | �� | KO | 25-Apr-23 | Management | Yes | 1.6 | Elect Director Carolyn Everson | For | For | For | For | Yes | No | No | No | |||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 1.7 | Elect Director Helene D. Gayle | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 1.8 | Elect Director Alexis M. Herman | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 1.9 | Elect Director Maria Elena Lagomasino | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 1.10 | Elect Director Amity Millhiser | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 1.11 | Elect Director James Quincey | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 1.12 | Elect Director Caroline J. Tsay | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 1.13 | Elect Director David B. Weinberg | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Management | Yes | 4 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Shareholder | Yes | 5 | Report on Third-Party Civil Rights Audit | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Shareholder | Yes | 6 | Issue Transparency Report on Global Public Policy and Political Influence | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Shareholder | Yes | 7 | Report on Congruency of Political Spending with Company Values and Priorities | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Shareholder | Yes | 8 | Require Independent Board Chair | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
The Coca-Cola Company | KO | 25-Apr-23 | Shareholder | Yes | 9 | Report on Risk Due to Restrictions on Reproductive Rights | Against | Against | Against | Against | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 1a | Elect Director Steven D. Black | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 1b | Elect Director Mark A. Chancy | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 1c | Elect Director Celeste A. Clark | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 1d | Elect Director Theodore F. Craver, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 1e | Elect Director Richard K. Davis | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 1f | Elect Director Wayne M. Hewett | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 1g | Elect Director CeCelia (CeCe) G. Morken | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 1h | Elect Director Maria R. Morris | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 1i | Elect Director Felicia F. Norwood | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 1j | Elect Director Richard B. Payne, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 1k | Elect Director Ronald L. Sargent | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 1l | Elect Director Charles W. Scharf | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 1m | Elect Director Suzanne M. Vautrinot | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Management | Yes | 4 | Ratify KPMG LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Shareholder | Yes | 5 | Adopt Simple Majority Vote | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Shareholder | Yes | 6 | Report on Political Expenditures Congruence | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Shareholder | Yes | 7 | Report on Climate Lobbying | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Shareholder | Yes | 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Shareholder | Yes | 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Shareholder | Yes | 10 | Report on Prevention of Workplace Harassment and Discrimination | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Wells Fargo & Company | WFC | 25-Apr-23 | Shareholder | Yes | 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Against | For | For | For | Yes | Yes | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 1a | Elect Director Joseph Alvarado | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 1b | Elect Director Debra A. Cafaro | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 1c | Elect Director Marjorie Rodgers Cheshire | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 1d | Elect Director William S. Demchak | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 1e | Elect Director Andrew T. Feldstein | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 1f | Elect Director Richard J. Harshman | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 1g | Elect Director Daniel R. Hesse | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 1h | Elect Director Renu Khator | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 1i | Elect Director Linda R. Medler | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 1j | Elect Director Robert A. Niblock | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 1k | Elect Director Martin Pfinsgraff | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 1l | Elect Director Bryan S. Salesky | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 1m | Elect Director Toni Townes-whitley | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
The PNC Financial Services Group, Inc. | PNC | 26-Apr-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Management | Yes | 1a | Elect Director William G. Kaelin, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Management | Yes | 1b | Elect Director David A. Ricks | For | For | For | For | Yes | No | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Management | Yes | 1c | Elect Director Marschall S. Runge | For | For | For | For | Yes | No | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Management | Yes | 1d | Elect Director Karen Walker | For | For | For | For | Yes | No | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Management | Yes | 4 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Management | Yes | 5 | Declassify the Board of Directors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Management | Yes | 6 | Eliminate Supermajority Vote Requirement | For | For | For | For | Yes | No | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Shareholder | Yes | 7 | Report on Lobbying Payments and Policy | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Shareholder | Yes | 8 | Adopt Simple Majority Vote | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Shareholder | Yes | 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Shareholder | Yes | 10 | Report on Risks of Supporting Abortion | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Shareholder | Yes | 11 | Publish Third-Party Review of Alignment of Company’s Lobbying Activities with its Public Statements | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Shareholder | Yes | 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Eli Lilly and Company | LLY | 01-May-23 | Shareholder | Yes | 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1a | Elect Director Thomas J. Baltimore | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1b | Elect Director John J. Brennan | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1c | Elect Director Peter Chernin | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1d | Elect Director Walter J. Clayton, III | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1e | Elect Director Ralph de la Vega | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1f | Elect Director Theodore J. Leonsis | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1g | Elect Director Deborah P. Majoras | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1h | Elect Director Karen L. Parkhill | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1i | Elect Director Charles E. Phillips | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1j | Elect Director Lynn A. Pike | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1k | Elect Director Stephen J. Squeri | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1l | Elect Director Daniel L. Vasella | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1m | Elect Director Lisa W. Wardell | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 1n | Elect Director Christopher D. Young | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Shareholder | Yes | 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
American Express Company | AXP | 02-May-23 | Shareholder | Yes | 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Boston Scientific Corporation | BSX | 04-May-23 | Management | Yes | 1a | Elect Director Nelda J. Connors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Boston Scientific Corporation | BSX | 04-May-23 | Management | Yes | 1b | Elect Director Charles J. Dockendorff | For | For | For | For | Yes | No | No | No | ||||||||||||||
Boston Scientific Corporation | BSX | 04-May-23 | Management | Yes | 1c | Elect Director Yoshiaki Fujimori | For | For | For | For | Yes | No | No | No | ||||||||||||||
Boston Scientific Corporation | BSX | 04-May-23 | Management | Yes | 1d | Elect Director Edward J. Ludwig | For | For | For | For | Yes | No | No | No | ||||||||||||||
Boston Scientific Corporation | BSX | 04-May-23 | Management | Yes | 1e | Elect Director Michael F. Mahoney | For | For | For | For | Yes | No | No | No | ||||||||||||||
Boston Scientific Corporation | BSX | 04-May-23 | Management | Yes | 1f | Elect Director David J. Roux | For | For | For | For | Yes | No | No | No | ||||||||||||||
Boston Scientific Corporation | BSX | 04-May-23 | Management | Yes | 1g | Elect Director John E. Sununu | For | For | For | For | Yes | No | No | No | ||||||||||||||
Boston Scientific Corporation | BSX | 04-May-23 | Management | Yes | 1h | Elect Director David S. Wichmann | For | For | For | For | Yes | No | No | No | ||||||||||||||
Boston Scientific Corporation | BSX | 04-May-23 | Management | Yes | 1i | Elect Director Ellen M. Zane | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Boston Scientific Corporation | BSX | 04-May-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Boston Scientific Corporation | BSX | 04-May-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Boston Scientific Corporation | BSX | 04-May-23 | Management | Yes | 4 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Elevance Health, Inc. | ELV | 10-May-23 | Management | Yes | 1.1 | Elect Director Gail K. Boudreaux | For | For | For | For | Yes | No | No | No | ||||||||||||||
Elevance Health, Inc. | ELV | 10-May-23 | Management | Yes | 1.2 | Elect Director R. Kerry Clark | For | For | For | For | Yes | No | No | No | ||||||||||||||
Elevance Health, Inc. | ELV | 10-May-23 | Management | Yes | 1.3 | Elect Director Robert L. Dixon, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
Elevance Health, Inc. | ELV | 10-May-23 | Management | Yes | 1.4 | Elect Director Deanna D. Strable | For | For | For | For | Yes | No | No | No | ||||||||||||||
Elevance Health, Inc. | ELV | 10-May-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Elevance Health, Inc. | ELV | 10-May-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Elevance Health, Inc. | ELV | 10-May-23 | Management | Yes | 4 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Elevance Health, Inc. | ELV | 10-May-23 | Shareholder | Yes | 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Elevance Health, Inc. | ELV | 10-May-23 | Shareholder | Yes | 6 | Annually Report Third Party Political Contributions | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 1a | Elect Director Dennis V. Arriola | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 1b | Elect Director Jody Freeman | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 1c | Elect Director Gay Huey Evans | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 1d | Elect Director Jeffrey A. Joerres | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 1e | Elect Director Ryan M. Lance | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 1f | Elect Director Timothy A. Leach | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 1g | Elect Director William H. McRaven | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 1h | Elect Director Sharmila Mulligan | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 1i | Elect Director Eric D. Mullins | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 1j | Elect Director Arjun N. Murti | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 1k | Elect Director Robert A. Niblock | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 1l | Elect Director David T. Seaton | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 1m | Elect Director R.A. Walker | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 2 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | None | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 5 | Provide Right to Call Special Meeting | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Management | Yes | 6 | Approve Omnibus Stock Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Shareholder | Yes | 7 | Require Independent Board Chair | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Shareholder | Yes | 8 | Adopt Share Retention Policy For Senior Executives | Against | For | For | For | Yes | Yes | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Shareholder | Yes | 9 | Report on Tax Transparency | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
ConocoPhillips | COP | 16-May-23 | Shareholder | Yes | 10 | Report on Lobbying Payments and Policy | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 1a | Elect Director Linda B. Bammann | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 1b | Elect Director Stephen B. Burke | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 1c | Elect Director Todd A. Combs | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 1d | Elect Director James S. Crown | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 1e | Elect Director Alicia Boler Davis | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 1f | Elect Director James Dimon | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 1g | Elect Director Timothy P. Flynn | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 1h | Elect Director Alex Gorsky | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 1i | Elect Director Mellody Hobson | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 1j | Elect Director Michael A. Neal | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 1k | Elect Director Phebe N. Novakovic | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 1l | Elect Director Virginia M. Rometty | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Management | Yes | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Shareholder | Yes | 5 | Require Independent Board Chair | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Shareholder | Yes | 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Shareholder | Yes | 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Shareholder | Yes | 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Shareholder | Yes | 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Shareholder | Yes | 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Shareholder | Yes | 11 | Report on Political Expenditures Congruence | Against | For | For | For | Yes | Yes | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
JPMorgan Chase & Co. | JPM | 16-May-23 | Shareholder | Yes | 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 16-May-23 | Management | Yes | 1.1 | Elect Director Elon Musk | For | For | For | For | Yes | No | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 16-May-23 | Management | Yes | 1.2 | Elect Director Robyn Denholm | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 16-May-23 | Management | Yes | 1.3 | Elect Director JB Straubel | For | For | For | For | Yes | No | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 16-May-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 16-May-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | Three Years | One Year | One Year | One Year | Yes | Yes | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 16-May-23 | Management | Yes | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Tesla, Inc. | TSLA | 16-May-23 | Shareholder | Yes | 5 | Report on Key-Person Risk and Efforts to Ameliorate It | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 1 | Accept Financial Statements and Statutory Reports | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 2.1 | Allocate Disposable Profit | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 3 | Approve Discharge of Board of Directors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 5.1 | Elect Director Evan G. Greenberg | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 5.2 | Elect Director Michael P. Connors | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 5.3 | Elect Director Michael G. Atieh | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 5.4 | Elect Director Kathy Bonanno | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 5.5 | Elect Director Nancy K. Buese | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 5.6 | Elect Director Sheila P. Burke | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 5.7 | Elect Director Michael L. Corbat | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 5.8 | Elect Director Robert J. Hugin | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 5.9 | Elect Director Robert W. Scully | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 5.10 | Elect Director Theodore E. Shasta | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 5.11 | Elect Director David H. Sidwell | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 5.12 | Elect Director Olivier Steimer | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 5.13 | Elect Director Frances F. Townsend | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 6 | Elect Evan G. Greenberg as Board Chairman | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 7.2 | Elect David H. Sidwell as Member of the Compensation Committee | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 8 | Designate Homburger AG as Independent Proxy | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 9.1 | Amend Articles Relating to Swiss Corporate Law Updates | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 9.2 | Amend Articles to Advance Notice Period | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 10.1 | Cancel Repurchased Shares | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 10.2 | Reduction of Par Value | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 11.1 | Approve Remuneration of Directors in the Amount of USD 5.5 Million | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 11.2 | Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 11.3 | Approve Remuneration Report | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 12 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Management | Yes | 13 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Shareholder | Yes | 14 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Chubb Limited | CB | 17-May-23 | Shareholder | Yes | 15 | Report on Human Rights Risk Assessment | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Crown Castle Inc. | CCI | 17-May-23 | Management | Yes | 1a | Elect Director P. Robert Bartolo | For | For | For | For | Yes | No | No | No | ||||||||||||||
Crown Castle Inc. | CCI | 17-May-23 | Management | Yes | 1b | Elect Director Jay A. Brown | For | For | For | For | Yes | No | No | No | ||||||||||||||
Crown Castle Inc. | CCI | 17-May-23 | Management | Yes | 1c | Elect Director Cindy Christy | For | For | For | For | Yes | No | No | No | ||||||||||||||
Crown Castle Inc. | CCI | 17-May-23 | Management | Yes | 1d | Elect Director Ari Q. Fitzgerald | For | For | For | For | Yes | No | No | No | ||||||||||||||
Crown Castle Inc. | CCI | 17-May-23 | Management | Yes | 1e | Elect Director Andrea J. Goldsmith | For | For | For | For | Yes | No | No | No | ||||||||||||||
Crown Castle Inc. | CCI | 17-May-23 | Management | Yes | 1f | Elect Director Tammy K. Jones | For | For | For | For | Yes | No | No | No | ||||||||||||||
Crown Castle Inc. | CCI | 17-May-23 | Management | Yes | 1g | Elect Director Anthony J. Melone | For | For | For | For | Yes | No | No | No | ||||||||||||||
Crown Castle Inc. | CCI | 17-May-23 | Management | Yes | 1h | Elect Director W. Benjamin Moreland | For | For | For | For | Yes | No | No | No | ||||||||||||||
Crown Castle Inc. | CCI | 17-May-23 | Management | Yes | 1i | Elect Director Kevin A. Stephens | For | For | For | For | Yes | No | No | No | ||||||||||||||
Crown Castle Inc. | CCI | 17-May-23 | Management | Yes | 1j | Elect Director Matthew Thornton, III | For | For | For | For | Yes | No | No | No | ||||||||||||||
Crown Castle Inc. | CCI | 17-May-23 | Management | Yes | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Crown Castle Inc. | CCI | 17-May-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Crown Castle Inc. | CCI | 17-May-23 | Management | Yes | 4 | Amend Charter to Allow Exculpation of Certain Officers | For | For | For | For | Yes | No | No | No | ||||||||||||||
Vertex Pharmaceuticals Incorporated | VRTX | 17-May-23 | Management | Yes | 1.1 | Elect Director Sangeeta Bhatia | For | For | For | For | Yes | No | No | No | ||||||||||||||
Vertex Pharmaceuticals Incorporated | VRTX | 17-May-23 | Management | Yes | 1.2 | Elect Director Lloyd Carney | For | For | For | For | Yes | No | No | No | ||||||||||||||
Vertex Pharmaceuticals Incorporated | VRTX | 17-May-23 | Management | Yes | 1.3 | Elect Director Alan Garber | For | For | For | For | Yes | No | No | No | ||||||||||||||
Vertex Pharmaceuticals Incorporated | VRTX | 17-May-23 | Management | Yes | 1.4 | Elect Director Terrence Kearney | For | For | For | For | Yes | No | No | No | ||||||||||||||
Vertex Pharmaceuticals Incorporated | VRTX | 17-May-23 | Management | Yes | 1.5 | Elect Director Reshma Kewalramani | For | For | For | For | Yes | No | No | No | ||||||||||||||
Vertex Pharmaceuticals Incorporated | VRTX | 17-May-23 | Management | Yes | 1.6 | Elect Director Jeffrey Leiden | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Vertex Pharmaceuticals Incorporated | VRTX | 17-May-23 | Management | Yes | 1.7 | Elect Director Diana McKenzie | For | For | For | For | Yes | No | No | No | ||||||||||||||
Vertex Pharmaceuticals Incorporated | VRTX | 17-May-23 | Management | Yes | 1.8 | Elect Director Bruce Sachs | For | For | For | For | Yes | No | No | No | ||||||||||||||
Vertex Pharmaceuticals Incorporated | VRTX | 17-May-23 | Management | Yes | 1.9 | Elect Director Suketu Upadhyay | For | For | For | For | Yes | No | No | No | ||||||||||||||
Vertex Pharmaceuticals Incorporated | VRTX | 17-May-23 | Management | Yes | 2 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Vertex Pharmaceuticals Incorporated | VRTX | 17-May-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Vertex Pharmaceuticals Incorporated | VRTX | 17-May-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Advanced Micro Devices, Inc. | AMD | 18-May-23 | Management | Yes | 1a | Elect Director Nora M. Denzel | For | For | For | For | Yes | No | No | No | ||||||||||||||
Advanced Micro Devices, Inc. | AMD | 18-May-23 | Management | Yes | 1b | Elect Director Mark Durcan | For | For | For | For | Yes | No | No | No | ||||||||||||||
Advanced Micro Devices, Inc. | AMD | 18-May-23 | Management | Yes | 1c | Elect Director Michael P. Gregoire | For | For | For | For | Yes | No | No | No | ||||||||||||||
Advanced Micro Devices, Inc. | AMD | 18-May-23 | Management | Yes | 1d | Elect Director Joseph A. Householder | For | For | For | For | Yes | No | No | No | ||||||||||||||
Advanced Micro Devices, Inc. | AMD | 18-May-23 | Management | Yes | 1e | Elect Director John W. Marren | For | For | For | For | Yes | No | No | No | ||||||||||||||
Advanced Micro Devices, Inc. | AMD | 18-May-23 | Management | Yes | 1f | Elect Director Jon A. Olson | For | For | For | For | Yes | No | No | No | ||||||||||||||
Advanced Micro Devices, Inc. | AMD | 18-May-23 | Management | Yes | 1g | Elect Director Lisa T. Su | For | For | For | For | Yes | No | No | No | ||||||||||||||
Advanced Micro Devices, Inc. | AMD | 18-May-23 | Management | Yes | 1h | Elect Director Abhi Y. Talwalkar | For | For | For | For | Yes | No | No | No | ||||||||||||||
Advanced Micro Devices, Inc. | AMD | 18-May-23 | Management | Yes | 1i | Elect Director Elizabeth W. Vanderslice | For | For | For | For | Yes | No | No | No | ||||||||||||||
Advanced Micro Devices, Inc. | AMD | 18-May-23 | Management | Yes | 2 | Approve Omnibus Stock Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
Advanced Micro Devices, Inc. | AMD | 18-May-23 | Management | Yes | 3 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Advanced Micro Devices, Inc. | AMD | 18-May-23 | Management | Yes | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Advanced Micro Devices, Inc. | AMD | 18-May-23 | Management | Yes | 5 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Management | Yes | 1.1 | Elect Director Scott T. Ford | For | For | For | For | Yes | No | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Management | Yes | 1.2 | Elect Director Glenn H. Hutchins | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Management | Yes | 1.3 | Elect Director William E. Kennard | For | For | For | For | Yes | No | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Management | Yes | 1.4 | Elect Director Stephen J. Luczo | For | For | For | For | Yes | No | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Management | Yes | 1.5 | Elect Director Michael B. McCallister | For | For | For | For | Yes | No | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Management | Yes | 1.6 | Elect Director Beth E. Mooney | For | For | For | For | Yes | No | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Management | Yes | 1.7 | Elect Director Matthew K. Rose | For | For | For | For | Yes | No | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Management | Yes | 1.8 | Elect Director John T. Stankey | For | For | For | For | Yes | No | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Management | Yes | 1.9 | Elect Director Cynthia B. Taylor | For | For | For | For | Yes | No | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Management | Yes | 1.10 | Elect Director Luis A. Ubinas | For | For | For | For | Yes | No | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Management | Yes | 2 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Shareholder | Yes | 5 | Require Independent Board Chair | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
AT&T Inc. | T | 18-May-23 | Shareholder | Yes | 6 | Commission Third Party Racial Equity Audit | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 1a | Elect Director Nicole S. Arnaboldi | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 1b | Elect Director Sherry S. Barrat | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 1c | Elect Director James L. Camaren | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 1d | Elect Director Kenneth B. Dunn | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 1e | Elect Director Naren K. Gursahaney | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 1f | Elect Director Kirk S. Hachigian | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 1g | Elect Director John W. Ketchum | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 1h | Elect Director Amy B. Lane | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 1i | Elect Director David L. Porges | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 1j | Elect Director Deborah “Dev” Stahlkopf | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 1k | Elect Director John A. Stall | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 1l | Elect Director Darryl L. Wilson | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 2 | Ratify Deloitte & Touche as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
NextEra Energy, Inc. | NEE | 18-May-23 | Shareholder | Yes | 5 | Disclose Board Skills and Diversity Matrix | Against | For | For | For | Yes | Yes | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
The Charles Schwab Corporation | SCHW | 18-May-23 | Management | Yes | 1a | Elect Director Marianne C. Brown | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Charles Schwab Corporation | SCHW | 18-May-23 | Management | Yes | 1b | Elect Director Frank C. Herringer | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Charles Schwab Corporation | SCHW | 18-May-23 | Management | Yes | 1c | Elect Director Gerri K. Martin-Flickinger | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Charles Schwab Corporation | SCHW | 18-May-23 | Management | Yes | 1d | Elect Director Todd M. Ricketts | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Charles Schwab Corporation | SCHW | 18-May-23 | Management | Yes | 1e | Elect Director Carolyn Schwab-Pomerantz | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Charles Schwab Corporation | SCHW | 18-May-23 | Management | Yes | 2 | Ratify Deloitte & Touche LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Charles Schwab Corporation | SCHW | 18-May-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Charles Schwab Corporation | SCHW | 18-May-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
The Charles Schwab Corporation | SCHW | 18-May-23 | Shareholder | Yes | 5 | Report on Gender/Racial Pay Gap | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
The Charles Schwab Corporation | SCHW | 18-May-23 | Shareholder | Yes | 6 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 1a | Elect Director Gerard J. Arpey | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 1b | Elect Director Ari Bousbib | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 1c | Elect Director Jeffery H. Boyd | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 1d | Elect Director Gregory D. Brenneman | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 1e | Elect Director J. Frank Brown | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 1f | Elect Director Albert P. Carey | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 1g | Elect Director Edward P. Decker | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 1h | Elect Director Linda R. Gooden | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 1i | Elect Director Wayne M. Hewett | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 1j | Elect Director Manuel Kadre | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 1k | Elect Director Stephanie C. Linnartz | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 1l | Elect Director Paula Santilli | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 1m | Elect Director Caryn Seidman-Becker | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 2 | Ratify KPMG LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Shareholder | Yes | 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Shareholder | Yes | 6 | Require Independent Board Chair | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Shareholder | Yes | 7 | Report on Political Expenditures Congruence | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Shareholder | Yes | 8 | Rescind 2022 Racial Equity Audit Proposal | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
The Home Depot, Inc. | HD | 18-May-23 | Shareholder | Yes | 9 | Encourage Senior Management Commitment to Avoid Political Speech | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 1A | Elect Director Darius Adamczyk | For | For | For | For | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 1B | Elect Director Duncan Angove | For | For | For | For | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 1C | Elect Director William S. Ayer | For | For | For | For | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 1D | Elect Director Kevin Burke | For | For | For | For | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 1E | Elect Director D. Scott Davis | For | For | For | For | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 1F | Elect Director Deborah Flint | For | For | For | For | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 1G | Elect Director Vimal Kapur | For | For | For | For | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 1H | Elect Director Rose Lee | For | For | For | For | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 1I | Elect Director Grace Lieblein | For | For | For | For | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 1J | Elect Director Robin L. Washington | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 1K | Elect Director Robin Watson | For | For | For | For | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 2 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Management | Yes | 4 | Ratify Deloitte & Touche LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Shareholder | Yes | 5 | Require Independent Board Chair | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Honeywell International Inc. | HON | 19-May-23 | Shareholder | Yes | 6 | Issue Environmental Justice Report | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1a | Elect Director Alistair Darling | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1b | Elect Director Thomas H. Glocer | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1c | Elect Director James P. Gorman | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1d | Elect Director Robert H. Herz | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1e | Elect Director Erika H. James | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1f | Elect Director Hironori Kamezawa | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1g | Elect Director Shelley B. Leibowitz | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1h | Elect Director Stephen J. Luczo | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1i | Elect Director Jami Miscik | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1j | Elect Director Masato Miyachi | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1k | Elect Director Dennis M. Nally | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1l | Elect Director Mary L. Schapiro | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1m | Elect Director Perry M. Traquina | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 1n | Elect Director Rayford Wilkins, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 2 | Ratify Deloitte & Touche LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Shareholder | Yes | 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Morgan Stanley | MS | 19-May-23 | Shareholder | Yes | 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 1a | Elect Director Douglas M. Baker, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 1b | Elect Director Mary Ellen Coe | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 1c | Elect Director Pamela J. Craig | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 1d | Elect Director Robert M. Davis | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 1e | Elect Director Thomas H. Glocer | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 1f | Elect Director Risa J. Lavizzo-Mourey | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 1g | Elect Director Stephen L. Mayo | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 1h | Elect Director Paul B. Rothman | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 1i | Elect Director Patricia F. Russo | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 1j | Elect Director Christine E. Seidman | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 1k | Elect Director Inge G. Thulin | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 1l | Elect Director Kathy J. Warden | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 1m | Elect Director Peter C. Wendell | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Management | Yes | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Shareholder | Yes | 5 | Report on Risks Related to Operations in China | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Shareholder | Yes | 6 | Report on Access to COVID-19 Products | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Shareholder | Yes | 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Shareholder | Yes | 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Shareholder | Yes | 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Merck & Co., Inc. | MRK | 23-May-23 | Shareholder | Yes | 10 | Require Independent Board Chair | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 1a | Elect Director Jeffrey P. Bezos | For | For | For | For | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 1b | Elect Director Andrew R. Jassy | For | For | For | For | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 1c | Elect Director Keith B. Alexander | For | For | For | For | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 1d | Elect Director Edith W. Cooper | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 1e | Elect Director Jamie S. Gorelick | For | For | For | For | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 1f | Elect Director Daniel P. Huttenlocher | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 1g | Elect Director Judith A. McGrath | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 1h | Elect Director Indra K. Nooyi | For | For | For | For | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 1i | Elect Director Jonathan J. Rubinstein | For | For | For | For | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 1j | Elect Director Patricia Q. Stonesifer | For | For | For | For | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 1k | Elect Director Wendell P. Weeks | For | For | For | For | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 2 | Ratify Ratification of Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Management | Yes | 5 | Amend Omnibus Stock Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 6 | Report on Climate Risk in Retirement Plan Options | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 7 | Report on Customer Due Diligence | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 9 | Report on Government Take Down Requests | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 11 | Publish a Tax Transparency Report | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 12 | Report on Climate Lobbying | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Against | Against | Against | Against | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 16 | Commission Third Party Assessment on Company’s Commitment to Freedom of Association and Collective Bargaining | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 17 | Consider Pay Disparity Between Executives and Other Employees | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 18 | Report on Animal Welfare Standards | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 19 | Establish a Public Policy Committee | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 21 | Commission a Third Party Audit on Working Conditions | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 22 | Report on Efforts to Reduce Plastic Use | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Amazon.com, Inc. | AMZN | 24-May-23 | Shareholder | Yes | 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 1a | Elect Director Marc N. Casper | For | For | For | For | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 1b | Elect Director Nelson J. Chai | For | For | For | For | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 1c | Elect Director Ruby R. Chandy | For | For | For | For | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 1d | Elect Director C. Martin Harris | For | For | For | For | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 1e | Elect Director Tyler Jacks | For | For | For | For | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 1f | Elect Director R. Alexandra Keith | For | For | For | For | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 1g | Elect Director James C. Mullen | For | For | For | For | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 1h | Elect Director Lars R. Sorensen | For | For | For | For | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 1i | Elect Director Debora L. Spar | For | For | For | For | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 1j | Elect Director Scott M. Sperling | For | For | For | For | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 1k | Elect Director Dion J. Weisler | For | For | For | For | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 5 | Amend Omnibus Stock Plan | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Thermo Fisher Scientific Inc. | TMO | 24-May-23 | Management | Yes | 6 | Approve Qualified Employee Stock Purchase Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 1a | Elect Director Anthony Capuano | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 1b | Elect Director Kareem Daniel | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 1c | Elect Director Lloyd Dean | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 1d | Elect Director Catherine Engelbert | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 1e | Elect Director Margaret Georgiadis | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 1f | Elect Director Enrique Hernandez, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 1g | Elect Director Christopher Kempczinski | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 1h | Elect Director Richard Lenny | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 1i | Elect Director John Mulligan | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 1j | Elect Director Jennifer Taubert | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 1k | Elect Director Paul Walsh | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 1l | Elect Director Amy Weaver | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 1m | Elect Director Miles White | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Management | Yes | 4 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Shareholder | Yes | 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Shareholder | Yes | 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Shareholder | Yes | 7 | Report on Risks Related to Operations in China | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Shareholder | Yes | 8 | Report on Civil Rights and Non-Discrimination Audit | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Shareholder | Yes | 9 | Report on Lobbying Payments and Policy | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Shareholder | Yes | 10 | Issue Transparency Report on Global Public Policy and Political Influence | Against | Against | Against | Against | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
McDonald’s Corporation | MCD | 25-May-23 | Shareholder | Yes | 11 | Report on Animal Welfare | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 1.1 | Elect Director Michael J. Angelakis | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 1.2 | Elect Director Susan K. Avery | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 1.3 | Elect Director Angela F. Braly | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 1.4 | Elect Director Gregory J. Goff | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 1.5 | Elect Director John D. Harris, II | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 1.6 | Elect Director Kaisa H. Hietala | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 1.7 | Elect Director Joseph L. Hooley | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 1.8 | Elect Director Steven A. Kandarian | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 1.9 | Elect Director Alexander A. Karsner | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 1.10 | Elect Director Lawrence W. Kellner | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 1.11 | Elect Director Jeffrey W. Ubben | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 1.12 | Elect Director Darren W. Woods | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Shareholder | Yes | 5 | Establish Board Committee on Decarbonization Risk | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Shareholder | Yes | 6 | Reduce Executive Stock Holding Period | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Shareholder | Yes | 7 | Report on Carbon Capture and Storage | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Shareholder | Yes | 8 | Report on Methane Emission Disclosure Reliability | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Shareholder | Yes | 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Shareholder | Yes | 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Shareholder | Yes | 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Against | Against | Against | Against | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Shareholder | Yes | 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Shareholder | Yes | 13 | Commission Audited Report on Reduced Plastics Demand | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Shareholder | Yes | 14 | Report on Potential Costs of Environmental Litigation | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Shareholder | Yes | 15 | Publish a Tax Transparency Report | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Shareholder | Yes | 16 | Report on Social Impact From Plant Closure or Energy Transition | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Exxon Mobil Corporation | XOM | 31-May-23 | Shareholder | No | 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Yes | No | No | No | ||||||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Management | Yes | 1.1 | Elect Director Peggy Alford | For | Withhold | Withhold | Withhold | Yes | Yes | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Management | Yes | 1.2 | Elect Director Marc L. Andreessen | For | Withhold | Withhold | Withhold | Yes | Yes | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Management | Yes | 1.3 | Elect Director Andrew W. Houston | For | Withhold | Withhold | Withhold | Yes | Yes | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Management | Yes | 1.4 | Elect Director Nancy Killefer | For | For | For | For | Yes | No | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Management | Yes | 1.5 | Elect Director Robert M. Kimmitt | For | For | For | For | Yes | No | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Management | Yes | 1.6 | Elect Director Sheryl K. Sandberg | For | For | For | For | Yes | No | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Management | Yes | 1.7 | Elect Director Tracey T. Travis | For | For | For | For | Yes | No | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Management | Yes | 1.8 | Elect Director Tony Xu | For | Withhold | Withhold | Withhold | Yes | Yes | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Management | Yes | 1.9 | Elect Director Mark Zuckerberg | For | Withhold | Withhold | Withhold | Yes | Yes | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Management | Yes | 2 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Shareholder | Yes | 3 | Report on Government Take Down Requests | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Shareholder | Yes | 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Shareholder | Yes | 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Shareholder | Yes | 6 | Report on Lobbying Payments and Policy | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Shareholder | Yes | 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Shareholder | Yes | 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Shareholder | Yes | 9 | Report on Data Privacy regarding Reproductive Healthcare | Against | For | For | For | Yes | Yes | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Shareholder | Yes | 10 | Report on Enforcement of Community Standards and User Content | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Shareholder | Yes | 11 | Report on Child Safety and Harm Reduction | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Shareholder | Yes | 12 | Report on Executive Pay Calibration to Externalized Costs | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Meta Platforms, Inc. | META | 31-May-23 | Shareholder | Yes | 13 | Commission Independent Review of Audit & Risk Oversight Committee | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 1a | Elect Director Cesar Conde | For | For | For | For | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 1b | Elect Director Timothy P. Flynn | For | For | For | For | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 1c | Elect Director Sarah J. Friar | For | For | For | For | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 1d | Elect Director Carla A. Harris | For | For | For | For | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 1e | Elect Director Thomas W. Horton | For | For | For | For | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 1f | Elect Director Marissa A. Mayer | For | For | For | For | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 1g | Elect Director C. Douglas McMillon | For | For | For | For | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 1h | Elect Director Gregory B. Penner | For | For | For | For | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 1i | Elect Director Randall L. Stephenson | For | For | For | For | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 1j | Elect Director S. Robson Walton | For | For | For | For | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 1k | Elect Director Steuart L. Walton | For | For | For | For | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 2 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Management | Yes | 4 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Shareholder | Yes | 5 | Consider Pay Disparity Between CEO and Other Employees | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Shareholder | Yes | 6 | Report on Human Rights Due Diligence | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Shareholder | Yes | 7 | Commission Third Party Racial Equity Audit | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Shareholder | Yes | 8 | Report on Racial and Gender Layoff Diversity | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Shareholder | Yes | 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Shareholder | Yes | 10 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Shareholder | Yes | 11 | Report on Risks Related to Operations in China | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Walmart Inc. | WMT | 31-May-23 | Shareholder | Yes | 12 | Oversee and Report a Workplace Health and Safety Audit | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Netflix, Inc. | NFLX | 01-Jun-23 | Management | Yes | 1a | Elect Director Mathias Dopfner | For | For | For | For | Yes | No | No | No | ||||||||||||||
Netflix, Inc. | NFLX | 01-Jun-23 | Management | Yes | 1b | Elect Director Reed Hastings | For | For | For | For | Yes | No | No | No | ||||||||||||||
Netflix, Inc. | NFLX | 01-Jun-23 | Management | Yes | 1c | Elect Director Jay C. Hoag | For | For | For | For | Yes | No | No | No | ||||||||||||||
Netflix, Inc. | NFLX | 01-Jun-23 | Management | Yes | 1d | Elect Director Ted Sarandos | For | For | For | For | Yes | No | No | No | ||||||||||||||
Netflix, Inc. | NFLX | 01-Jun-23 | Management | Yes | 2 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Netflix, Inc. | NFLX | 01-Jun-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Netflix, Inc. | NFLX | 01-Jun-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Netflix, Inc. | NFLX | 01-Jun-23 | Shareholder | Yes | 5 | Amend Right to Call Special Meeting | Against | For | For | For | Yes | Yes | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Netflix, Inc. | NFLX | 01-Jun-23 | Shareholder | Yes | 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Netflix, Inc. | NFLX | 01-Jun-23 | Shareholder | Yes | 7 | Report on Climate Risk in Retirement Plan Options | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Netflix, Inc. | NFLX | 01-Jun-23 | Shareholder | Yes | 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 1a | Elect Director Susan L. Bostrom | For | For | For | For | Yes | No | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 1b | Elect Director Teresa Briggs | For | For | For | For | Yes | No | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 1c | Elect Director Jonathan C. Chadwick | For | For | For | For | Yes | No | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 1d | Elect Director Paul E. Chamberlain | For | For | For | For | Yes | No | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 1e | Elect Director Lawrence J. Jackson, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 1f | Elect Director Frederic B. Luddy | For | For | For | For | Yes | No | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 1g | Elect Director William R. McDermott | For | For | For | For | Yes | No | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 1h | Elect Director Jeffrey A. Miller | For | For | For | For | Yes | No | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 1i | Elect Director Joseph ‘Larry’ Quinlan | For | For | For | For | Yes | No | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 1j | Elect Director Anita M. Sands | For | For | For | For | Yes | No | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 4 | Amend Omnibus Stock Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
ServiceNow, Inc. | NOW | 01-Jun-23 | Management | Yes | 5 | Elect Director Deborah Black | For | For | For | For | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 1a | Elect Director Larry Page | For | For | For | For | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 1b | Elect Director Sergey Brin | For | For | For | For | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 1c | Elect Director Sundar Pichai | For | For | For | For | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 1d | Elect Director John L. Hennessy | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 1e | Elect Director Frances H. Arnold | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 1f | Elect Director R. Martin “Marty” Chavez | For | For | For | For | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 1g | Elect Director L. John Doerr | For | For | For | For | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 1h | Elect Director Roger W. Ferguson, Jr. | For | For | For | For | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 1i | Elect Director Ann Mather | For | For | For | For | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 1j | Elect Director K. Ram Shriram | For | For | For | For | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 1k | Elect Director Robin L. Washington | For | For | For | For | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 2 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 3 | Amend Omnibus Stock Plan | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Against | Against | Yes | Yes | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Management | Yes | 5 | Advisory Vote on Say on Pay Frequency | Three Years | One Year | One Year | One Year | Yes | Yes | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Shareholder | Yes | 6 | Report on Lobbying Payments and Policy | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Shareholder | Yes | 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Shareholder | Yes | 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Shareholder | Yes | 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Shareholder | Yes | 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Against | For | For | For | Yes | Yes | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Shareholder | Yes | 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Shareholder | Yes | 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Shareholder | Yes | 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Shareholder | Yes | 14 | Report on Content Governance and Censorship | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Shareholder | Yes | 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Shareholder | Yes | 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Shareholder | Yes | 17 | Adopt Share Retention Policy For Senior Executives | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Alphabet Inc. | GOOGL | 02-Jun-23 | Shareholder | Yes | 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Management | Yes | 1a | Elect Director Timothy Flynn | For | For | For | For | Yes | No | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Management | Yes | 1b | Elect Director Paul Garcia | For | For | For | For | Yes | No | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Management | Yes | 1c | Elect Director Kristen Gil | For | For | For | For | Yes | No | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Management | Yes | 1d | Elect Director Stephen Hemsley | For | For | For | For | Yes | No | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Management | Yes | 1e | Elect Director Michele Hooper | For | For | For | For | Yes | No | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Management | Yes | 1f | Elect Director F. William McNabb, III | For | For | For | For | Yes | No | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Management | Yes | 1g | Elect Director Valerie Montgomery Rice | For | For | For | For | Yes | No | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Management | Yes | 1h | Elect Director John Noseworthy | For | For | For | For | Yes | No | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Management | Yes | 1i | Elect Director Andrew Witty | For | For | For | For | Yes | No | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Management | Yes | 4 | Ratify Deloitte & Touche LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Shareholder | Yes | 5 | Report on Third-Party Racial Equity Audit | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Shareholder | Yes | 6 | Report on Congruency of Political Spending with Company Values and Priorities | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
UnitedHealth Group Incorporated | UNH | 05-Jun-23 | Shareholder | Yes | 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | For | For | For | Yes | Yes | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 1.1 | Elect Director David P. Abney | For | For | For | For | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 1.2 | Elect Director Richard C. Adkerson | For | For | For | For | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 1.3 | Elect Director Marcela E. Donadio | For | For | For | For | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 1.4 | Elect Director Robert W. Dudley | For | For | For | For | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 1.5 | Elect Director Hugh Grant | For | For | For | For | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 1.6 | Elect Director Lydia H. Kennard | For | For | For | For | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 1.7 | Elect Director Ryan M. Lance | For | For | For | For | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 1.8 | Elect Director Sara Grootwassink Lewis | For | For | For | For | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 1.9 | Elect Director Dustan E. McCoy | For | For | For | For | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 1.10 | Elect Director Kathleen L. Quirk | For | For | For | For | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 1.11 | Elect Director John J. Stephens | For | For | For | For | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 1.12 | Elect Director Frances Fragos Townsend | For | For | For | For | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Freeport-McMoRan, Inc. | FCX | 06-Jun-23 | Management | Yes | 4 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
lululemon athletica inc. | LULU | 07-Jun-23 | Management | Yes | 1a | Elect Director Michael Casey | For | For | For | For | Yes | No | No | No | ||||||||||||||
lululemon athletica inc. | LULU | 07-Jun-23 | Management | Yes | 1b | Elect Director Glenn Murphy | For | For | For | For | Yes | No | No | No | ||||||||||||||
lululemon athletica inc. | LULU | 07-Jun-23 | Management | Yes | 1c | Elect Director David Mussafer | For | For | For | For | Yes | No | No | No | ||||||||||||||
lululemon athletica inc. | LULU | 07-Jun-23 | Management | Yes | 1d | Elect Director Isabel Mahe | For | For | For | For | Yes | No | No | No | ||||||||||||||
lululemon athletica inc. | LULU | 07-Jun-23 | Management | Yes | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
lululemon athletica inc. | LULU | 07-Jun-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
lululemon athletica inc. | LULU | 07-Jun-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | None | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
lululemon athletica inc. | LULU | 07-Jun-23 | Management | Yes | 5 | Approve Omnibus Stock Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 1a | Elect Director Marc Benioff | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 1b | Elect Director Laura Alber | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 1c | Elect Director Craig Conway | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 1d | Elect Director Arnold Donald | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 1e | Elect Director Parker Harris | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 1f | Elect Director Neelie Kroes | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 1g | Elect Director Sachin Mehra | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 1h | Elect Director G. Mason Morfit | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 1i | Elect Director Oscar Munoz | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 1j | Elect Director John V. Roos | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 1k | Elect Director Robin Washington | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 1l | Elect Director Maynard Webb | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 1m | Elect Director Susan Wojcicki | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 2 | Amend Omnibus Stock Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 3 | Ratify Ernst & Young LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Management | Yes | 5 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Shareholder | Yes | 6 | Require Independent Board Chair | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
Salesforce, Inc. | CRM | 08-Jun-23 | Shareholder | Yes | 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Against | Against | Against | Against | Yes | No | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 1.1 | Elect Director Andre Almeida | For | Withhold | Withhold | Withhold | Yes | Yes | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 1.2 | Elect Director Marcelo Claure | For | Withhold | Withhold | Withhold | Yes | Yes | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 1.3 | Elect Director Srikant M. Datar | For | For | For | For | Yes | No | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 1.4 | Elect Director Srinivasan Gopalan | For | Withhold | Withhold | Withhold | Yes | Yes | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 1.5 | Elect Director Timotheus Hottges | For | Withhold | Withhold | Withhold | Yes | Yes | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 1.6 | Elect Director Christian P. Illek | For | Withhold | Withhold | Withhold | Yes | Yes | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 1.7 | Elect Director Raphael Kubler | For | Withhold | Withhold | Withhold | Yes | Yes | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 1.8 | Elect Director Thorsten Langheim | For | Withhold | Withhold | Withhold | Yes | Yes | No | No |
Large Cap Core Portfolio I
Company Name | Ticker | Meeting Date | Proponent | Votable Proposal | Proposal Number | Proposal Text | Mgmt Recom | ISS Recom | Voting Policy Recom | Vote Instruction | Voted | Vote Against Mgmt | Vote Against ISS | Vote Against Policy | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 1.9 | Elect Director Dominique Leroy | For | Withhold | Withhold | Withhold | Yes | Yes | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 1.10 | Elect Director Letitia A. Long | For | For | For | For | Yes | No | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 1.11 | Elect Director G. Michael Sievert | For | Withhold | Withhold | Withhold | Yes | Yes | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 1.12 | Elect Director Teresa A. Taylor | For | For | For | For | Yes | No | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 1.13 | Elect Director Kelvin R. Westbrook | For | For | For | For | Yes | No | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 2 | Ratify Deloitte & Touche LLP as Auditors | For | For | For | For | Yes | No | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 4 | Advisory Vote on Say on Pay Frequency | Three Years | One Year | One Year | One Year | Yes | Yes | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 5 | Approve Omnibus Stock Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
T-Mobile US, Inc. | TMUS | 16-Jun-23 | Management | Yes | 6 | Amend Qualified Employee Stock Purchase Plan | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 1a | Elect Director Robert K. Burgess | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 1b | Elect Director Tench Coxe | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 1c | Elect Director John O. Dabiri | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 1d | Elect Director Persis S. Drell | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 1e | Elect Director Jen-Hsun Huang | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 1f | Elect Director Dawn Hudson | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 1g | Elect Director Harvey C. Jones | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 1h | Elect Director Michael G. McCaffery | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 1i | Elect Director Stephen C. Neal | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 1j | Elect Director Mark L. Perry | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 1k | Elect Director A. Brooke Seawell | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 1l | Elect Director Aarti Shah | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 1m | Elect Director Mark A. Stevens | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | For | For | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | One Year | One Year | Yes | No | No | No | ||||||||||||||
NVIDIA Corporation | NVDA | 22-Jun-23 | Management | Yes | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | For | For | Yes | No | No | No |
Vote Summary Report
July 1, 2022 – June 30, 2023
Large Cap Growth Portfolio I
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 1a | Elect Director Stephen F. Angel | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 1b | Elect Director Sanjiv Lamba | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 1c | Elect Director Ann-Kristin Achleitner | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 1d | Elect Director Thomas Enders | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 1e | Elect Director Edward G. Galante | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 1f | Elect Director Joe Kaeser | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 1g | Elect Director Victoria E. Ossadnik | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 1h | Elect Director Martin H. Richenhagen | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 1i | Elect Director Alberto Weisser | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 1j | Elect Director Robert L. Wood | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 2a | Ratify PricewaterhouseCoopers as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 2b | Authorise Board to Fix Remuneration of Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 4 | Approve Remuneration Report | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 5 | Determine Price Range for Reissuance of Treasury Shares | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 07/25/2022 | G5494J103 | 6 | Adopt Simple Majority Vote | SH | Yes | Against | ISS | For | Against | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 1.1 | Elect Director Ira Ehrenpreis | Mgmt | Yes | For | ISS | Against | For | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 1.2 | Elect Director Kathleen Wilson-Thompson | Mgmt | Yes | For | ISS | Against | For | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 2 | Reduce Director Terms from Three to Two Years | Mgmt | Yes | For | ISS | For | For | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 3 | Eliminate Supermajority Voting Provisions | Mgmt | Yes | For | ISS | For | For | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 4 | Increase Authorized Common Stock | Mgmt | Yes | For | ISS | For | For | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 6 | Adopt Proxy Access Right | SH | Yes | Against | ISS | For | Against | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 7 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | SH | Yes | Against | ISS | For | For | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 8 | Report on Racial and Gender Board Diversity | SH | Yes | Against | ISS | Against | Against | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 9 | Report on the Impacts of Using Mandatory Arbitration | SH | Yes | Against | ISS | For | For | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 10 | Report on Corporate Climate Lobbying in line with Paris Agreement | SH | Yes | Against | ISS | For | For | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 11 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | SH | Yes | Against | ISS | For | For | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 12 | Report on Eradicating Child Labor in Battery Supply Chain | SH | Yes | Against | ISS | Against | Against | |||||||||||
Tesla, Inc. | TSLA | 08/04/2022 | 88160R101 | 13 | Report on Water Risk Exposure | SH | Yes | Against | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
ABIOMED, Inc. | ABMD | 08/10/2022 | 003654100 | 1.1 | Elect Director Michael R. Minogue | Mgmt | Yes | For | ISS | For | For | |||||||||||
ABIOMED, Inc. | ABMD | 08/10/2022 | 003654100 | 1.2 | Elect Director Martin P. Sutter | Mgmt | Yes | For | ISS | Withhold | For | |||||||||||
ABIOMED, Inc. | ABMD | 08/10/2022 | 003654100 | 1.3 | Elect Director Paula A. Johnson | Mgmt | Yes | For | ISS | For | For | |||||||||||
ABIOMED, Inc. | ABMD | 08/10/2022 | 003654100 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | Against | Against | |||||||||||
ABIOMED, Inc. | ABMD | 08/10/2022 | 003654100 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Atlassian Corporation Plc | TEAM | 08/22/2022 | G06242104 | 1 | Approve Scheme of Arrangement | Mgmt | Yes | For | ISS | For | For | |||||||||||
Atlassian Corporation Plc | TEAM | 08/22/2022 | G06242104 | Court Meeting | Mgmt | No | ISS | |||||||||||||||
Atlassian Corporation Plc | TEAM | 08/22/2022 | G06242104 | 1 | Approve Scheme of Arrangement | Mgmt | Yes | For | ISS | For | For | |||||||||||
NIKE, Inc. | NKE | 09/09/2022 | 654106103 | 1a | Elect Director Alan B. Graf, Jr. | Mgmt | Yes | For | ISS | For | For | |||||||||||
NIKE, Inc. | NKE | 09/09/2022 | 654106103 | 1b | Elect Director Peter B. Henry | Mgmt | Yes | For | ISS | For | For | |||||||||||
NIKE, Inc. | NKE | 09/09/2022 | 654106103 | 1c | Elect Director Michelle A. Peluso | Mgmt | Yes | For | ISS | For | For | |||||||||||
NIKE, Inc. | NKE | 09/09/2022 | 654106103 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | Against | Against | |||||||||||
NIKE, Inc. | NKE | 09/09/2022 | 654106103 | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
NIKE, Inc. | NKE | 09/09/2022 | 654106103 | 4 | Amend Qualified Employee Stock Purchase Plan | Mgmt | Yes | For | ISS | For | For | |||||||||||
NIKE, Inc. | NKE | 09/09/2022 | 654106103 | 5 | Adopt a Policy on China Sourcing | SH | Yes | Against | ISS | Against | Against | |||||||||||
Bio-Techne Corporation | TECH | 10/27/2022 | 09073M104 | 1 | Fix Number of Directors at Nine | Mgmt | Yes | For | ISS | For | For | |||||||||||
Bio-Techne Corporation | TECH | 10/27/2022 | 09073M104 | 2a | Elect Director Robert V. Baumgartner | Mgmt | Yes | For | ISS | For | For | |||||||||||
Bio-Techne Corporation | TECH | 10/27/2022 | 09073M104 | 2b | Elect Director Julie L. Bushman | Mgmt | Yes | For | ISS | For | For | |||||||||||
Bio-Techne Corporation | TECH | 10/27/2022 | 09073M104 | 2c | Elect Director John L. Higgins | Mgmt | Yes | For | ISS | For | For | |||||||||||
Bio-Techne Corporation | TECH | 10/27/2022 | 09073M104 | 2d | Elect Director Joseph D. Keegan | Mgmt | Yes | For | ISS | For | For | |||||||||||
Bio-Techne Corporation | TECH | 10/27/2022 | 09073M104 | 2e | Elect Director Charles R. Kummeth | Mgmt | Yes | For | ISS | For | For | |||||||||||
Bio-Techne Corporation | TECH | 10/27/2022 | 09073M104 | 2f | Elect Director Roeland Nusse | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Bio-Techne Corporation | TECH | 10/27/2022 | 09073M104 | 2g | Elect Director Alpna Seth | Mgmt | Yes | For | ISS | For | For | |||||||||||
Bio-Techne Corporation | TECH | 10/27/2022 | 09073M104 | 2h | Elect Director Randolph Steer | Mgmt | Yes | For | ISS | For | For | |||||||||||
Bio-Techne Corporation | TECH | 10/27/2022 | 09073M104 | 2i | Elect Director Rupert Vessey | Mgmt | Yes | For | ISS | For | For | |||||||||||
Bio-Techne Corporation | TECH | 10/27/2022 | 09073M104 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | Against | For | |||||||||||
Bio-Techne Corporation | TECH | 10/27/2022 | 09073M104 | 4 | Approve Stock Split | Mgmt | Yes | For | ISS | For | For | |||||||||||
Bio-Techne Corporation | TECH | 10/27/2022 | 09073M104 | 5 | Ratify KPMG, LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
The Estee Lauder Companies Inc. | EL | 11/18/2022 | 518439104 | 1a | Elect Director Ronald S. Lauder | Mgmt | Yes | For | ISS | For | For | |||||||||||
The Estee Lauder Companies Inc. | EL | 11/18/2022 | 518439104 | 1b | Elect Director William P. Lauder | Mgmt | Yes | For | ISS | Withhold | Withhold | |||||||||||
The Estee Lauder Companies Inc. | EL | 11/18/2022 | 518439104 | 1c | Elect Director Richard D. Parsons | Mgmt | Yes | For | ISS | Withhold | Withhold | |||||||||||
The Estee Lauder Companies Inc. | EL | 11/18/2022 | 518439104 | 1d | Elect Director Lynn Forester de Rothschild | Mgmt | Yes | For | ISS | For | For | |||||||||||
The Estee Lauder Companies Inc. | EL | 11/18/2022 | 518439104 | 1e | Elect Director Jennifer Tejada | Mgmt | Yes | For | ISS | For | For | |||||||||||
The Estee Lauder Companies Inc. | EL | 11/18/2022 | 518439104 | 1f | Elect Director Richard F. Zannino | Mgmt | Yes | For | ISS | For | For | |||||||||||
The Estee Lauder Companies Inc. | EL | 11/18/2022 | 518439104 | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
The Estee Lauder Companies Inc. | EL | 11/18/2022 | 518439104 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 1.1 | Elect Director Reid G. Hoffman | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 1.2 | Elect Director Hugh F. Johnston | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 1.3 | Elect Director Teri L. List | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 1.4 | Elect Director Satya Nadella | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 1.5 | Elect Director Sandra E. Peterson | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 1.6 | Elect Director Penny S. Pritzker | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 1.7 | Elect Director Carlos A. Rodriguez | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 1.8 | Elect Director Charles W. Scharf | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 1.9 | Elect Director John W. Stanton | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 1.10 | Elect Director John W. Thompson | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 1.11 | Elect Director Emma N. Walmsley | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 1.12 | Elect Director Padmasree Warrior | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | SH | Yes | Against | ISS | Against | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 5 | Report on Hiring of Persons with Arrest or Incarceration Records | SH | Yes | Against | ISS | Against | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 6 | Assess and Report on the Company’s Retirement Funds’ Management of Systemic Climate Risk | SH | Yes | Against | ISS | Against | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 7 | Report on Government Use of Microsoft Technology | SH | Yes | Against | ISS | Against | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 8 | Report on Development of Products for Military | SH | Yes | Against | ISS | Against | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | 9 | Report on Tax Transparency | SH | Yes | Against | ISS | Against | Against | |||||||||||
Palo Alto Networks, Inc. | PANW | 12/13/2022 | 697435105 | 1a | Elect Director Helene D. Gayle | Mgmt | Yes | For | ISS | For | For | |||||||||||
Palo Alto Networks, Inc. | PANW | 12/13/2022 | 697435105 | 1b | Elect Director James J. Goetz | Mgmt | Yes | For | ISS | For | For | |||||||||||
Palo Alto Networks, Inc. | PANW | 12/13/2022 | 697435105 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Palo Alto Networks, Inc. | PANW | 12/13/2022 | 697435105 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Palo Alto Networks, Inc. | PANW | 12/13/2022 | 697435105 | 4 | Amend Omnibus Stock Plan | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 01/18/2023 | G5494J103 | 1 | Approve Scheme of Arrangement | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 01/18/2023 | G5494J103 | 2 | Amend Articles of Association | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 01/18/2023 | G5494J103 | 3 | Approve Common Draft Terms of Merger | Mgmt | Yes | For | ISS | For | For | |||||||||||
Linde Plc | LIN | 01/18/2023 | G5494J103 | Court Meeting | Mgmt | No | ISS | |||||||||||||||
Linde Plc | LIN | 01/18/2023 | G5494J103 | 1 | Approve Scheme of Arrangement | Mgmt | Yes | For | ISS | For | For | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 1a | Elect Director Susan L. Decker | Mgmt | Yes | For | ISS | For | For | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 1b | Elect Director Kenneth D. Denman | Mgmt | Yes | For | ISS | For | For | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 1c | Elect Director Richard A. Galanti | Mgmt | Yes | For | ISS | For | For | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 1d | Elect Director Hamilton E. James | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 1e | Elect Director W. Craig Jelinek | Mgmt | Yes | For | ISS | For | For | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 1f | Elect Director Sally Jewell | Mgmt | Yes | For | ISS | For | For | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 1g | Elect Director Charles T. Munger | Mgmt | Yes | For | ISS | For | For | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 1h | Elect Director Jeffrey S. Raikes | Mgmt | Yes | For | ISS | For | For | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 1i | Elect Director John W. Stanton | Mgmt | Yes | For | ISS | For | For | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 1j | Elect Director Ron M. Vachris | Mgmt | Yes | For | ISS | For | For | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Mgmt | Yes | For | ISS | For | For | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 2 | Ratify KPMG LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Costco Wholesale Corporation | COST | 01/19/2023 | 22160K105 | 5 | Report on Risk Due to Restrictions on Reproductive Rights | SH | Yes | Against | ISS | Against | Against | |||||||||||
Intuit Inc. | INTU | 01/19/2023 | 461202103 | 1a | Elect Director Eve Burton | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuit Inc. | INTU | 01/19/2023 | 461202103 | 1b | Elect Director Scott D. Cook | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuit Inc. | INTU | 01/19/2023 | 461202103 | 1c | Elect Director Richard L. Dalzell | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuit Inc. | INTU | 01/19/2023 | 461202103 | 1d | Elect Director Sasan K. Goodarzi | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuit Inc. | INTU | 01/19/2023 | 461202103 | 1e | Elect Director Deborah Liu | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuit Inc. | INTU | 01/19/2023 | 461202103 | 1f | Elect Director Tekedra Mawakana | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuit Inc. | INTU | 01/19/2023 | 461202103 | 1g | Elect Director Suzanne Nora Johnson | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuit Inc. | INTU | 01/19/2023 | 461202103 | 1h | Elect Director Thomas Szkutak | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuit Inc. | INTU | 01/19/2023 | 461202103 | 1i | Elect Director Raul Vazquez | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuit Inc. | INTU | 01/19/2023 | 461202103 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuit Inc. | INTU | 01/19/2023 | 461202103 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuit Inc. | INTU | 01/19/2023 | 461202103 | 4 | Amend Qualified Employee Stock Purchase Plan | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 1a | Elect Director Lloyd A. Carney | Mgmt | Yes | For | ISS | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 1b | Elect Director Kermit R. Crawford | Mgmt | Yes | For | ISS | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 1c | Elect Director Francisco Javier Fernandez-Carbajal | Mgmt | Yes | For | ISS | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 1d | Elect Director Alfred F. Kelly, Jr. | Mgmt | Yes | For | ISS | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 1e | Elect Director Ramon Laguarta | Mgmt | Yes | For | ISS | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 1f | Elect Director Teri L. List | Mgmt | Yes | For | ISS | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 1g | Elect Director John F. Lundgren | Mgmt | Yes | For | ISS | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 1h | Elect Director Denise M. Morrison | Mgmt | Yes | For | ISS | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 1i | Elect Director Linda J. Rendle | Mgmt | Yes | For | ISS | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 1j | Elect Director Maynard G. Webb, Jr. | Mgmt | Yes | For | ISS | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 4 | Ratify KPMG LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | 5 | Require Independent Board Chair | SH | Yes | Against | ISS | Against | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 1a | Elect Director Jaime Ardila | Mgmt | Yes | For | ISS | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 1b | Elect Director Nancy McKinstry | Mgmt | Yes | For | ISS | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 1c | Elect Director Beth E. Mooney | Mgmt | Yes | For | ISS | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 1d | Elect Director Gilles C. Pelisson | Mgmt | Yes | For | ISS | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 1e | Elect Director Paula A. Price | Mgmt | Yes | For | ISS | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 1f | Elect Director Venkata (Murthy) Renduchintala | Mgmt | Yes | For | ISS | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 1g | Elect Director Arun Sarin | Mgmt | Yes | For | ISS | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 1h | Elect Director Julie Sweet | Mgmt | Yes | For | ISS | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 1i | Elect Director Tracey T. Travis | Mgmt | Yes | For | ISS | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | Yes | For | ISS | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 5 | Renew the Board’s Authority to Issue Shares Under Irish Law | Mgmt | Yes | For | ISS | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Mgmt | Yes | For | ISS | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | 7 | Determine Price Range for Reissuance of Treasury Shares | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 1a | Elect Director Leanne G. Caret | Mgmt | Yes | For | ISS | For | For | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 1b | Elect Director Tamra A. Erwin | Mgmt | Yes | For | ISS | For | For | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 1c | Elect Director Alan C. Heuberger | Mgmt | Yes | For | ISS | For | For | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 1d | Elect Director Charles O. Holliday, Jr. | Mgmt | Yes | For | ISS | For | For | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 1e | Elect Director Michael O. Johanns | Mgmt | Yes | For | ISS | For | For | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 1f | Elect Director Clayton M. Jones | Mgmt | Yes | For | ISS | For | For | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 1g | Elect Director John C. May | Mgmt | Yes | For | ISS | For | For | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 1h | Elect Director Gregory R. Page | Mgmt | Yes | For | ISS | For | For | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 1i | Elect Director Sherry M. Smith | Mgmt | Yes | For | ISS | For | For | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 1j | Elect Director Dmitri L. Stockton | Mgmt | Yes | For | ISS | For | For | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 1k | Elect Director Sheila G. Talton | Mgmt | Yes | For | ISS | For | For | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 4 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Deere & Company | DE | 02/22/2023 | 244199105 | 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | SH | Yes | Against | ISS | For | Against | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 1a | Elect Director Vincent Roche | Mgmt | Yes | For | ISS | For | For | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 1b | Elect Director James A. Champy | Mgmt | Yes | For | ISS | For | For | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 1c | Elect Director Andre Andonian | Mgmt | Yes | For | ISS | For | For | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 1d | Elect Director Anantha P. Chandrakasan | Mgmt | Yes | For | ISS | For | For | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 1e | Elect Director Edward H. Frank | Mgmt | Yes | For | ISS | For | For | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 1f | Elect Director Laurie H. Glimcher | Mgmt | Yes | For | ISS | For | For | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 1g | Elect Director Karen M. Golz | Mgmt | Yes | For | ISS | For | For | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 1h | Elect Director Mercedes Johnson | Mgmt | Yes | For | ISS | For | For | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 1i | Elect Director Kenton J. Sicchitano | Mgmt | Yes | For | ISS | For | For | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 1j | Elect Director Ray Stata | Mgmt | Yes | For | ISS | For | For | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 1k | Elect Director Susie Wee | Mgmt | Yes | For | ISS | For | For | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Analog Devices, Inc. | ADI | 03/08/2023 | 032654105 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 1a | Elect Director James Bell | Mgmt | Yes | For | ISS | For | For | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 1b | Elect Director Tim Cook | Mgmt | Yes | For | ISS | For | For | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 1c | Elect Director Al Gore | Mgmt | Yes | For | ISS | For | For | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 1d | Elect Director Alex Gorsky | Mgmt | Yes | For | ISS | For | For | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 1e | Elect Director Andrea Jung | Mgmt | Yes | For | ISS | For | For | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 1f | Elect Director Art Levinson | Mgmt | Yes | For | ISS | For | For | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 1g | Elect Director Monica Lozano | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 1h | Elect Director Ron Sugar | Mgmt | Yes | For | ISS | For | For | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 1i | Elect Director Sue Wagner | Mgmt | Yes | For | ISS | For | For | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 5 | Report on Civil Rights and Non-Discrimination Audit | SH | Yes | Against | ISS | Against | Against | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 6 | Report on Operations in Communist China | SH | Yes | Against | ISS | Against | Against | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | SH | Yes | Against | ISS | Against | Against | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 8 | Report on Median Gender/Racial Pay Gap | SH | Yes | Against | ISS | For | For | |||||||||||
Apple Inc. | AAPL | 03/10/2023 | 037833100 | 9 | Amend Proxy Access Right | SH | Yes | Against | ISS | For | For | |||||||||||
Agilent Technologies, Inc. | A | 03/15/2023 | 00846U101 | 1.1 | Elect Director Heidi K. Kunz | Mgmt | Yes | For | ISS | For | For | |||||||||||
Agilent Technologies, Inc. | A | 03/15/2023 | 00846U101 | 1.2 | Elect Director Susan H. Rataj | Mgmt | Yes | For | ISS | For | For | |||||||||||
Agilent Technologies, Inc. | A | 03/15/2023 | 00846U101 | 1.3 | Elect Director George A. Scangos | Mgmt | Yes | For | ISS | For | For | |||||||||||
Agilent Technologies, Inc. | A | 03/15/2023 | 00846U101 | 1.4 | Elect Director Dow R. Wilson | Mgmt | Yes | For | ISS | For | For | |||||||||||
Agilent Technologies, Inc. | A | 03/15/2023 | 00846U101 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Agilent Technologies, Inc. | A | 03/15/2023 | 00846U101 | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Agilent Technologies, Inc. | A | 03/15/2023 | 00846U101 | 4 | Provide Right to Call Special Meeting | Mgmt | Yes | For | ISS | For | For | |||||||||||
Agilent Technologies, Inc. | A | 03/15/2023 | 00846U101 | 5 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 1a | Elect Director Richard E. Allison, Jr. | Mgmt | Yes | For | ISS | For | For | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 1b | Elect Director Andrew Campion | Mgmt | Yes | For | ISS | For | For | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 1c | Elect Director Beth Ford | Mgmt | Yes | For | ISS | For | For | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 1d | Elect Director Mellody Hobson | Mgmt | Yes | For | ISS | For | For | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 1e | Elect Director Jorgen Vig Knudstorp | Mgmt | Yes | For | ISS | For | For | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 1f | Elect Director Satya Nadella | Mgmt | Yes | For | ISS | For | For | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 1g | Elect Director Laxman Narasimhan | Mgmt | Yes | For | ISS | For | For | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 1h | Elect Director Howard Schultz | Mgmt | Yes | For | ISS | For | For | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 4 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 5 | Report on Plant-Based Milk Pricing | SH | Yes | Against | ISS | Against | Against | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 6 | Adopt Policy on Succession Planning | SH | Yes | Against | ISS | Against | Against | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 7 | Report on Operations in Communist China | SH | Yes | Against | ISS | Against | Against | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 8 | Commission Third Party Assessment on Company’s Commitment to Freedom of Association and Collective Bargaining Rights | SH | Yes | Against | ISS | For | For | |||||||||||
Starbucks Corporation | SBUX | 03/23/2023 | 855244109 | 9 | Establish Committee on Corporate Sustainability | SH | Yes | Against | ISS | Against | Against | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 1.1 | Elect Director Peter Coleman | Mgmt | Yes | For | ISS | For | For | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 1.2 | Elect Director Patrick de La Chevardiere | Mgmt | Yes | For | ISS | For | For | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 1.3 | Elect Director Miguel Galuccio | Mgmt | Yes | For | ISS | For | For | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 1.4 | Elect Director Olivier Le Peuch | Mgmt | Yes | For | ISS | For | For | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 1.5 | Elect Director Samuel Leupold | Mgmt | Yes | For | ISS | For | For | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 1.6 | Elect Director Tatiana Mitrova | Mgmt | Yes | For | ISS | For | For | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 1.7 | Elect Director Maria Moraeus Hanssen | Mgmt | Yes | For | ISS | For | For | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 1.8 | Elect Director Vanitha Narayanan | Mgmt | Yes | For | ISS | For | For | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 1.9 | Elect Director Mark Papa | Mgmt | Yes | For | ISS | For | For | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 1.10 | Elect Director Jeff Sheets | Mgmt | Yes | For | ISS | For | For | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 1.11 | Elect Director Ulrich Spiesshofer | Mgmt | Yes | For | ISS | For | For | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 2 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 4 | Adopt and Approve Financials and Dividends | Mgmt | Yes | For | ISS | For | For | |||||||||||
Schlumberger N.V. | SLB | 04/05/2023 | 806857108 | 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
IQVIA Holdings Inc. | IQV | 04/18/2023 | 46266C105 | 1a | Elect Director Carol J. Burt | Mgmt | Yes | For | ISS | For | For | |||||||||||
IQVIA Holdings Inc. | IQV | 04/18/2023 | 46266C105 | 1b | Elect Director Colleen A. Goggins | Mgmt | Yes | For | ISS | For | For | |||||||||||
IQVIA Holdings Inc. | IQV | 04/18/2023 | 46266C105 | 1c | Elect Director Sheila A. Stamps | Mgmt | Yes | For | ISS | For | For | |||||||||||
IQVIA Holdings Inc. | IQV | 04/18/2023 | 46266C105 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | �� | Mgmt | Yes | For | ISS | For | For | ||||||||||
IQVIA Holdings Inc. | IQV | 04/18/2023 | 46266C105 | 3 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Mgmt | Yes | For | ISS | For | For | |||||||||||
IQVIA Holdings Inc. | IQV | 04/18/2023 | 46266C105 | 4 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | SH | Yes | Against | ISS | For | Against | |||||||||||
IQVIA Holdings Inc. | IQV | 04/18/2023 | 46266C105 | 5 | Require Independent Board Chair | SH | Yes | Against | ISS | Against | For | |||||||||||
IQVIA Holdings Inc. | IQV | 04/18/2023 | 46266C105 | 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 1a | Elect Director Jorge A. Bermudez | Mgmt | Yes | For | ISS | For | For | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 1b | Elect Director Therese Esperdy | Mgmt | Yes | For | ISS | For | For | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 1c | Elect Director Robert Fauber | Mgmt | Yes | For | ISS | For | For | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 1d | Elect Director Vincent A. Forlenza | Mgmt | Yes | For | ISS | For | For | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 1e | Elect Director Kathryn M. Hill | Mgmt | Yes | For | ISS | For | For | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 1f | Elect Director Lloyd W. Howell, Jr. | Mgmt | Yes | For | ISS | For | For | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 1g | Elect Director Jose M. Minaya | Mgmt | Yes | For | ISS | For | For | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 1h | Elect Director Leslie F. Seidman | Mgmt | Yes | For | ISS | For | For | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 1i | Elect Director Zig Serafin | Mgmt | Yes | For | ISS | For | For | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 1j | Elect Director Bruce Van Saun | Mgmt | Yes | For | ISS | For | For | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 2 | Amend Omnibus Stock Plan | Mgmt | Yes | For | ISS | For | For | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 3 | Ratify KPMG LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Moody’s Corporation | MCO | 04/18/2023 | 615369105 | 5 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 1a | Elect Director Amy Banse | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 1b | Elect Director Brett Biggs | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 1c | Elect Director Melanie Boulden | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 1d | Elect Director Frank Calderoni | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 1e | Elect Director Laura Desmond | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 1f | Elect Director Shantanu Narayen | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 1g | Elect Director Spencer Neumann | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 1h | Elect Director Kathleen Oberg | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 1i | Elect Director Dheeraj Pandey | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 1j | Elect Director David Ricks | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 1k | Elect Director Daniel Rosensweig | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 1l | Elect Director John Warnock | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 2 | Amend Omnibus Stock Plan | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 3 | Ratify KPMG LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 5 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | 6 | Report on Hiring of Persons with Arrest or Incarceration Records | SH | Yes | Against | ISS | Against | Against |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 1a | Elect Director Henry A. Fernandez | Mgmt | Yes | For | ISS | For | For | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 1b | Elect Director Robert G. Ashe | Mgmt | Yes | For | ISS | For | For | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 1c | Elect Director Wayne Edmunds | Mgmt | Yes | For | ISS | For | For | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 1d | Elect Director Catherine R. Kinney | Mgmt | Yes | For | ISS | For | For | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 1e | Elect Director Robin L. Matlock | Mgmt | Yes | For | ISS | For | For | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 1f | Elect Director Jacques P. Perold | Mgmt | Yes | For | ISS | For | For | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 1g | Elect Director C.D. Baer Pettit | Mgmt | Yes | For | ISS | For | For | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 1h | Elect Director Sandy C. Rattray | Mgmt | Yes | For | ISS | For | For | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 1i | Elect Director Linda H. Riefler | Mgmt | Yes | For | ISS | For | For | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 1j | Elect Director Marcus L. Smith | Mgmt | Yes | For | ISS | For | For | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 1k | Elect Director Rajat Taneja | Mgmt | Yes | For | ISS | For | For | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 1l | Elect Director Paula Volent | Mgmt | Yes | For | ISS | For | For | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
MSCI Inc. | MSCI | 04/25/2023 | 55354G100 | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | Meeting for ADR Holders | Mgmt | No | ISS | |||||||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 1 | Open Meeting | Mgmt | No | ISS | ||||||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 2 | Discuss the Company’s Business, Financial Situation and Sustainability | Mgmt | No | ISS | ||||||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 3a | Approve Remuneration Report | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 3b | Adopt Financial Statements and Statutory Reports | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 3c | Receive Explanation on Company’s Reserves and Dividend Policy | Mgmt | No | ISS | ||||||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 3d | Approve Dividends | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 4a | Approve Discharge of Management Board | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 4b | Approve Discharge of Supervisory Board | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 5 | Approve Number of Shares for Management Board | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 6a | Amend Remuneration Policy for the Supervisory Board | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 6b | Amend Remuneration of the Members of the Supervisory Board | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Mgmt | No | ISS | ||||||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 8a | Elect N.S. Andersen to Supervisory Board | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 8b | Elect J.P. de Kreij to Supervisory Board | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 8c | Discuss Composition of the Supervisory Board | Mgmt | No | ISS | ||||||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 12 | Authorize Cancellation of Repurchased Shares | Mgmt | Yes | For | ISS | For | For | |||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 13 | Other Business (Non-Voting) | Mgmt | No | ISS | ||||||||||||||
ASML Holding NV | ASML | 04/26/2023 | N07059202 | 14 | Close Meeting | Mgmt | No | ISS | ||||||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | Meeting for ADR Holders | Mgmt | No | ISS | |||||||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 1 | Accept Financial Statements and Statutory Reports | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 2 | Approve Dividends | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 3 | Reappoint PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 4 | Authorise Board to Fix Remuneration of Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 5a | Re-elect Michel Demare as Director | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 5b | Re-elect Pascal Soriot as Director | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 5c | Re-elect Aradhana Sarin as Director | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 5d | Re-elect Philip Broadley as Director | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 5e | Re-elect Euan Ashley as Director | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 5f | Re-elect Deborah DiSanzo as Director | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 5g | Re-elect Diana Layfield as Director | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 5h | Re-elect Sheri McCoy as Director | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 5i | Re-elect Tony Mok as Director | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 5j | Re-elect Nazneen Rahman as Director | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 5k | Re-elect Andreas Rummelt as Director | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 5l | Re-elect Marcus Wallenberg as Director | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 6 | Approve Remuneration Report | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 7 | Authorise UK Political Donations and Expenditure | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 8 | Authorise Issue of Equity | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 9 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 10 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 11 | Authorise Market Purchase of Ordinary Shares | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 12 | Authorise the Company to Call General Meeting with Two Weeks’ Notice | Mgmt | Yes | For | ISS | For | For | |||||||||||
AstraZeneca PLC | AZN | 04/27/2023 | G0593M107 | 13 | Adopt New Articles of Association | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 1a | Elect Director Craig H. Barratt | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 1b | Elect Director Joseph C. Beery | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 1c | Elect Director Gary S. Guthart | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 1d | Elect Director Amal M. Johnson | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 1e | Elect Director Don R. Kania | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 1f | Elect Director Amy L. Ladd | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 1g | Elect Director Keith R. Leonard, Jr. | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 1h | Elect Director Alan J. Levy | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 1i | Elect Director Jami Dover Nachtsheim | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 1j | Elect Director Monica P. Reed | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 1k | Elect Director Mark J. Rubash | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Intuitive Surgical, Inc. | ISRG | 04/27/2023 | 46120E602 | 5 | Report on Gender/Racial Pay Gap | SH | Yes | Against | ISS | For | Against | |||||||||||
Uber Technologies, Inc. | UBER | 05/08/2023 | 90353T100 | 1a | Elect Director Ronald Sugar | Mgmt | Yes | For | ISS | For | For | |||||||||||
Uber Technologies, Inc. | UBER | 05/08/2023 | 90353T100 | 1b | Elect Director Revathi Advaithi | Mgmt | Yes | For | ISS | For | For | |||||||||||
Uber Technologies, Inc. | UBER | 05/08/2023 | 90353T100 | 1c | Elect Director Ursula Burns | Mgmt | Yes | For | ISS | For | For | |||||||||||
Uber Technologies, Inc. | UBER | 05/08/2023 | 90353T100 | 1d | Elect Director Robert Eckert | Mgmt | Yes | For | ISS | For | For | |||||||||||
Uber Technologies, Inc. | UBER | 05/08/2023 | 90353T100 | 1e | Elect Director Amanda Ginsberg | Mgmt | Yes | For | ISS | For | For | |||||||||||
Uber Technologies, Inc. | UBER | 05/08/2023 | 90353T100 | 1f | Elect Director Dara Khosrowshahi | Mgmt | Yes | For | ISS | For | For | |||||||||||
Uber Technologies, Inc. | UBER | 05/08/2023 | 90353T100 | 1g | Elect Director Wan Ling Martello | Mgmt | Yes | For | ISS | For | For | |||||||||||
Uber Technologies, Inc. | UBER | 05/08/2023 | 90353T100 | 1h | Elect Director John Thain | Mgmt | Yes | For | ISS | For | For | |||||||||||
Uber Technologies, Inc. | UBER | 05/08/2023 | 90353T100 | 1i | Elect Director David I. Trujillo | Mgmt | Yes | For | ISS | For | For | |||||||||||
Uber Technologies, Inc. | UBER | 05/08/2023 | 90353T100 | 1j | Elect Director Alexander Wynaendts | Mgmt | Yes | For | ISS | For | For | |||||||||||
Uber Technologies, Inc. | UBER | 05/08/2023 | 90353T100 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Uber Technologies, Inc. | UBER | 05/08/2023 | 90353T100 | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Uber Technologies, Inc. | UBER | 05/08/2023 | 90353T100 | 4 | Commission a Third-Party Audit on Driver Health and Safety | SH | Yes | Against | ISS | Against | Against |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1a | Elect Director Rainer M. Blair | Mgmt | Yes | For | ISS | For | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1b | Elect Director Feroz Dewan | Mgmt | Yes | For | ISS | For | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1c | Elect Director Linda Filler | Mgmt | Yes | For | ISS | For | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1d | Elect Director Teri List | Mgmt | Yes | For | ISS | Against | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1e | Elect Director Walter G. Lohr, Jr. | Mgmt | Yes | For | ISS | For | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1f | Elect Director Jessica L. Mega | Mgmt | Yes | For | ISS | For | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1g | Elect Director Mitchell P. Rales | Mgmt | Yes | For | ISS | For | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1h | Elect Director Steven M. Rales | Mgmt | Yes | For | ISS | For | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1i | Elect Director Pardis C. Sabeti | Mgmt | Yes | For | ISS | For | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1j | Elect Director A. Shane Sanders | Mgmt | Yes | For | ISS | Against | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1k | Elect Director John T. Schwieters | Mgmt | Yes | For | ISS | Against | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1l | Elect Director Alan G. Spoon | Mgmt | Yes | For | ISS | For | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1m | Elect Director Raymond C. Stevens | Mgmt | Yes | For | ISS | Against | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 1n | Elect Director Elias A. Zerhouni | Mgmt | Yes | For | ISS | For | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 5 | Require Independent Board Chair | SH | Yes | Against | ISS | For | For | |||||||||||
Danaher Corporation | DHR | 05/09/2023 | 235851102 | 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | SH | Yes | Against | ISS | Against | Against | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 1a | Elect Director Donna M. Alvarado | Mgmt | Yes | For | ISS | For | For | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 1b | Elect Director Thomas P. Bostick | Mgmt | Yes | For | ISS | For | For | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 1c | Elect Director Steven T. Halverson | Mgmt | Yes | For | ISS | For | For | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 1d | Elect Director Paul C. Hilal | Mgmt | Yes | For | ISS | For | For | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 1e | Elect Director Joseph R. Hinrichs | Mgmt | Yes | For | ISS | For | For | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 1f | Elect Director David M. Moffett | Mgmt | Yes | For | ISS | For | For | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 1g | Elect Director Linda H. Riefler | Mgmt | Yes | For | ISS | For | For | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 1h | Elect Director Suzanne M. Vautrinot | Mgmt | Yes | For | ISS | For | For | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 1i | Elect Director James L. Wainscott | Mgmt | Yes | For | ISS | For | For | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 1j | Elect Director J. Steven Whisler | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 1k | Elect Director John J. Zillmer | Mgmt | Yes | For | ISS | For | For | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
CSX Corporation | CSX | 05/10/2023 | 126408103 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Tesla, Inc. | TSLA | 05/16/2023 | 88160R101 | 1.1 | Elect Director Elon Musk | Mgmt | Yes | For | ISS | For | For | |||||||||||
Tesla, Inc. | TSLA | 05/16/2023 | 88160R101 | 1.2 | Elect Director Robyn Denholm | Mgmt | Yes | For | ISS | Against | For | |||||||||||
Tesla, Inc. | TSLA | 05/16/2023 | 88160R101 | 1.3 | Elect Director JB Straubel | Mgmt | Yes | For | ISS | For | For | |||||||||||
Tesla, Inc. | TSLA | 05/16/2023 | 88160R101 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Tesla, Inc. | TSLA | 05/16/2023 | 88160R101 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | Three Years | ISS | One Year | One Year | |||||||||||
Tesla, Inc. | TSLA | 05/16/2023 | 88160R101 | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Tesla, Inc. | TSLA | 05/16/2023 | 88160R101 | 5 | Report on Key-Person Risk and Efforts to Ameliorate It | SH | Yes | Against | ISS | Against | Against | |||||||||||
IDEXX Laboratories, Inc. | IDXX | 05/17/2023 | 45168D104 | 1a | Elect Director Daniel M. Junius | Mgmt | Yes | For | ISS | For | For | |||||||||||
IDEXX Laboratories, Inc. | IDXX | 05/17/2023 | 45168D104 | 1b | Elect Director Lawrence D. Kingsley | Mgmt | Yes | For | ISS | For | For | |||||||||||
IDEXX Laboratories, Inc. | IDXX | 05/17/2023 | 45168D104 | 1c | Elect Director Sophie V. Vandebroek | Mgmt | Yes | For | ISS | For | For | |||||||||||
IDEXX Laboratories, Inc. | IDXX | 05/17/2023 | 45168D104 | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
IDEXX Laboratories, Inc. | IDXX | 05/17/2023 | 45168D104 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
IDEXX Laboratories, Inc. | IDXX | 05/17/2023 | 45168D104 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Hilton Worldwide Holdings Inc. | HLT | 05/18/2023 | 43300A203 | 1a | Elect Director Christopher J. Nassetta | Mgmt | Yes | For | ISS | For | For | |||||||||||
Hilton Worldwide Holdings Inc. | HLT | 05/18/2023 | 43300A203 | 1b | Elect Director Jonathan D. Gray | Mgmt | Yes | For | ISS | For | For | |||||||||||
Hilton Worldwide Holdings Inc. | HLT | 05/18/2023 | 43300A203 | 1c | Elect Director Charlene T. Begley | Mgmt | Yes | For | ISS | For | For | |||||||||||
Hilton Worldwide Holdings Inc. | HLT | 05/18/2023 | 43300A203 | 1d | Elect Director Chris Carr | Mgmt | Yes | For | ISS | For | For | |||||||||||
Hilton Worldwide Holdings Inc. | HLT | 05/18/2023 | 43300A203 | 1e | Elect Director Melanie L. Healey | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Hilton Worldwide Holdings Inc. | HLT | 05/18/2023 | 43300A203 | 1f | Elect Director Raymond E. Mabus, Jr. | Mgmt | Yes | For | ISS | For | For | |||||||||||
Hilton Worldwide Holdings Inc. | HLT | 05/18/2023 | 43300A203 | 1g | Elect Director Judith A. McHale | Mgmt | Yes | For | ISS | For | For | |||||||||||
Hilton Worldwide Holdings Inc. | HLT | 05/18/2023 | 43300A203 | 1h | Elect Director Elizabeth A. Smith | Mgmt | Yes | For | ISS | For | For | |||||||||||
Hilton Worldwide Holdings Inc. | HLT | 05/18/2023 | 43300A203 | 1i | Elect Director Douglas M. Steenland | Mgmt | Yes | For | ISS | For | For | |||||||||||
Hilton Worldwide Holdings Inc. | HLT | 05/18/2023 | 43300A203 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Hilton Worldwide Holdings Inc. | HLT | 05/18/2023 | 43300A203 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 1a | Elect Director David O’Reilly | Mgmt | Yes | For | ISS | For | For | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 1b | Elect Director Larry O’Reilly | Mgmt | Yes | For | ISS | For | For | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 1c | Elect Director Greg Henslee | Mgmt | Yes | For | ISS | For | For | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 1d | Elect Director Jay D. Burchfield | Mgmt | Yes | For | ISS | For | For | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 1e | Elect Director Thomas T. Hendrickson | Mgmt | Yes | For | ISS | For | For | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 1f | Elect Director John R. Murphy | Mgmt | Yes | For | ISS | For | For | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 1g | Elect Director Dana M. Perlman | Mgmt | Yes | For | ISS | For | For | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 1h | Elect Director Maria A. Sastre | Mgmt | Yes | For | ISS | For | For | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 1i | Elect Director Andrea M. Weiss | Mgmt | Yes | For | ISS | For | For | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 1j | Elect Director Fred Whitfield | Mgmt | Yes | For | ISS | For | For | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
O’Reilly Automotive, Inc. | ORLY | 05/18/2023 | 67103H107 | 5 | Require Independent Board Chair | SH | Yes | Against | ISS | For | For | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 1a | Elect Director William J. DeLaney | Mgmt | Yes | For | ISS | For | For | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 1b | Elect Director David B. Dillon | Mgmt | Yes | For | ISS | For | For | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 1c | Elect Director Sheri H. Edison | Mgmt | Yes | For | ISS | For | For | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 1d | Elect Director Teresa M. Finley | Mgmt | Yes | For | ISS | For | For | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 1e | Elect Director Lance M. Fritz | Mgmt | Yes | For | ISS | For | For | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 1f | Elect Director Deborah C. Hopkins | Mgmt | Yes | For | ISS | For | For | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 1g | Elect Director Jane H. Lute | Mgmt | Yes | For | ISS | For | For | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 1h | Elect Director Michael R. McCarthy | Mgmt | Yes | For | ISS | For | For | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 1i | Elect Director Jose H. Villarreal | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 1j | Elect Director Christopher J. Williams | Mgmt | Yes | For | ISS | For | For | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 5 | Require Independent Board Chair | SH | Yes | Against | ISS | Against | Against | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 6 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | SH | Yes | Against | ISS | Against | Against | |||||||||||
Union Pacific Corporation | UNP | 05/18/2023 | 907818108 | 7 | Adopt a Paid Sick Leave Policy | SH | Yes | Against | ISS | Against | Against | |||||||||||
Zoetis Inc. | ZTS | 05/18/2023 | 98978V103 | 1a | Elect Director Paul M. Bisaro | Mgmt | Yes | For | ISS | For | For | |||||||||||
Zoetis Inc. | ZTS | 05/18/2023 | 98978V103 | 1b | Elect Director Vanessa Broadhurst | Mgmt | Yes | For | ISS | For | For | |||||||||||
Zoetis Inc. | ZTS | 05/18/2023 | 98978V103 | 1c | Elect Director Frank A. D’Amelio | Mgmt | Yes | For | ISS | For | For | |||||||||||
Zoetis Inc. | ZTS | 05/18/2023 | 98978V103 | 1d | Elect Director Michael B. McCallister | Mgmt | Yes | For | ISS | For | For | |||||||||||
Zoetis Inc. | ZTS | 05/18/2023 | 98978V103 | 1e | Elect Director Gregory Norden | Mgmt | Yes | For | ISS | For | For | |||||||||||
Zoetis Inc. | ZTS | 05/18/2023 | 98978V103 | 1f | Elect Director Louise M. Parent | Mgmt | Yes | For | ISS | For | For | |||||||||||
Zoetis Inc. | ZTS | 05/18/2023 | 98978V103 | 1g | Elect Director Kristin C. Peck | Mgmt | Yes | For | ISS | For | For | |||||||||||
Zoetis Inc. | ZTS | 05/18/2023 | 98978V103 | 1h | Elect Director Robert W. Scully | Mgmt | Yes | For | ISS | For | For | |||||||||||
Zoetis Inc. | ZTS | 05/18/2023 | 98978V103 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Zoetis Inc. | ZTS | 05/18/2023 | 98978V103 | 3 | Ratify KPMG LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Zoetis Inc. | ZTS | 05/18/2023 | 98978V103 | 4 | Provide Right to Call Special Meeting | Mgmt | Yes | For | ISS | For | For | |||||||||||
Zoetis Inc. | ZTS | 05/18/2023 | 98978V103 | 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | SH | Yes | Against | ISS | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 1a | Elect Director Jeffrey P. Bezos | Mgmt | Yes | For | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 1b | Elect Director Andrew R. Jassy | Mgmt | Yes | For | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 1c | Elect Director Keith B. Alexander | Mgmt | Yes | For | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 1d | Elect Director Edith W. Cooper | Mgmt | Yes | For | ISS | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 1e | Elect Director Jamie S. Gorelick | Mgmt | Yes | For | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 1f | Elect Director Daniel P. Huttenlocher | Mgmt | Yes | For | ISS | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 1g | Elect Director Judith A. McGrath | Mgmt | Yes | For | ISS | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 1h | Elect Director Indra K. Nooyi | Mgmt | Yes | For | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 1i | Elect Director Jonathan J. Rubinstein | Mgmt | Yes | For | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 1j | Elect Director Patricia Q. Stonesifer | Mgmt | Yes | For | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 1k | Elect Director Wendell P. Weeks | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 5 | Amend Omnibus Stock Plan | Mgmt | Yes | For | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 6 | Report on Climate Risk in Retirement Plan Options | SH | Yes | Against | ISS | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 7 | Report on Customer Due Diligence | SH | Yes | Against | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | SH | Yes | Against | ISS | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 9 | Report on Government Take Down Requests | SH | Yes | Against | ISS | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | SH | Yes | Against | ISS | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 11 | Publish a Tax Transparency Report | SH | Yes | Against | ISS | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 12 | Report on Climate Lobbying | SH | Yes | Against | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | SH | Yes | Against | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | SH | Yes | Against | ISS | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | SH | Yes | Against | ISS | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 16 | Commission Third Party Assessment on Company’s Commitment to Freedom of Association and Collective Bargaining | SH | Yes | Against | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 17 | Consider Pay Disparity Between Executives and Other Employees | SH | Yes | Against | ISS | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 18 | Report on Animal Welfare Standards | SH | Yes | Against | ISS | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 19 | Establish a Public Policy Committee | SH | Yes | Against | ISS | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | SH | Yes | Against | ISS | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 21 | Commission a Third Party Audit on Working Conditions | SH | Yes | Against | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 22 | Report on Efforts to Reduce Plastic Use | SH | Yes | Against | ISS | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | SH | Yes | Against | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 1.1 | Elect Director Albert S. Baldocchi | Mgmt | Yes | For | ISS | For | For | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 1.2 | Elect Director Matthew A. Carey | Mgmt | Yes | For | ISS | For | For | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 1.3 | Elect Director Gregg L. Engles | Mgmt | Yes | For | ISS | For | For | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 1.4 | Elect Director Patricia Fili-Krushel | Mgmt | Yes | For | ISS | For | For | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 1.5 | Elect Director Mauricio Gutierrez | Mgmt | Yes | For | ISS | For | For | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 1.6 | Elect Director Robin Hickenlooper | Mgmt | Yes | For | ISS | For | For | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 1.7 | Elect Director Scott Maw | Mgmt | Yes | For | ISS | For | For | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 1.8 | Elect Director Brian Niccol | Mgmt | Yes | For | ISS | For | For | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 1.9 | Elect Director Mary Winston | Mgmt | Yes | For | ISS | For | For | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 5 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | SH | Yes | Against | ISS | Against | Against | |||||||||||
Chipotle Mexican Grill, Inc. | CMG | 05/25/2023 | 169656105 | 6 | Adopt Policy to Not Interfere with Freedom of Association Rights | SH | Yes | Against | ISS | For | Against | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 1a | Elect Director Anthony Capuano | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 1b | Elect Director Kareem Daniel | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 1c | Elect Director Lloyd Dean | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 1d | Elect Director Catherine Engelbert | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 1e | Elect Director Margaret Georgiadis | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 1f | Elect Director Enrique Hernandez, Jr. | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 1g | Elect Director Christopher Kempczinski | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 1h | Elect Director Richard Lenny | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 1i | Elect Director John Mulligan | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 1j | Elect Director Jennifer Taubert | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 1k | Elect Director Paul Walsh | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 1l | Elect Director Amy Weaver | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 1m | Elect Director Miles White | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 5 | Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | SH | Yes | Against | ISS | Against | Against | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 6 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | SH | Yes | Against | ISS | Against | Against | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 7 | Report on Risks Related to Operations in China | SH | Yes | Against | ISS | Against | Against | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 8 | Report on Civil Rights and Non-Discrimination Audit | SH | Yes | Against | ISS | Against | Against | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 9 | Report on Lobbying Payments and Policy | SH | Yes | Against | ISS | For | For | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 10 | Issue Transparency Report on Global Public Policy and Political Influence | SH | Yes | Against | ISS | Against | Against | |||||||||||
McDonald’s Corporation | MCD | 05/25/2023 | 580135101 | 11 | Report on Animal Welfare | SH | Yes | Against | ISS | For | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 1.1 | Elect Director Peggy Alford | Mgmt | Yes | For | ISS | Withhold | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 1.2 | Elect Director Marc L. Andreessen | Mgmt | Yes | For | ISS | Withhold | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 1.3 | Elect Director Andrew W. Houston | Mgmt | Yes | For | ISS | Withhold | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 1.4 | Elect Director Nancy Killefer | Mgmt | Yes | For | ISS | For | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 1.5 | Elect Director Robert M. Kimmitt | Mgmt | Yes | For | ISS | For | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 1.6 | Elect Director Sheryl K. Sandberg | Mgmt | Yes | For | ISS | For | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 1.7 | Elect Director Tracey T. Travis | Mgmt | Yes | For | ISS | For | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 1.8 | Elect Director Tony Xu | Mgmt | Yes | For | ISS | Withhold | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 1.9 | Elect Director Mark Zuckerberg | Mgmt | Yes | For | ISS | Withhold | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 3 | Report on Government Take Down Requests | SH | Yes | Against | ISS | Against | Against | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | SH | Yes | Against | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 5 | Report on Human Rights Impact Assessment of Targeted Advertising | SH | Yes | Against | ISS | For | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 6 | Report on Lobbying Payments and Policy | SH | Yes | Against | ISS | For | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | SH | Yes | Against | ISS | Against | Against | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | SH | Yes | Against | ISS | For | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 9 | Report on Data Privacy regarding Reproductive Healthcare | SH | Yes | Against | ISS | For | Abstain | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 10 | Report on Enforcement of Community Standards and User Content | SH | Yes | Against | ISS | Against | Against | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 11 | Report on Child Safety and Harm Reduction | SH | Yes | Against | ISS | For | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 12 | Report on Executive Pay Calibration to Externalized Costs | SH | Yes | Against | ISS | For | For | |||||||||||
Meta Platforms, Inc. | META | 05/31/2023 | 30303M102 | 13 | Commission Independent Review of Audit & Risk Oversight Committee | SH | Yes | Against | ISS | Against | Against | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 1a | Elect Director Peter E. Bisson | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 1b | Elect Director Richard J. Bressler | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 1c | Elect Director Raul E. Cesan | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 1d | Elect Director Karen E. Dykstra | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 1e | Elect Director Diana S. Ferguson | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 1f | Elect Director Anne Sutherland Fuchs | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 1g | Elect Director William O. Grabe | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 1h | Elect Director Jose M. Gutierrez | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 1i | Elect Director Eugene A. Hall | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 1j | Elect Director Stephen G. Pagliuca | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 1k | Elect Director Eileen M. Serra | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 1l | Elect Director James C. Smith | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 4 | Amend Omnibus Stock Plan | Mgmt | Yes | For | ISS | For | For | |||||||||||
Gartner, Inc. | IT | 06/01/2023 | 366651107 | 5 | Ratify KPMG LLP as Auditors | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 1a | Elect Director Susan L. Bostrom | Mgmt | Yes | For | ISS | For | For | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 1b | Elect Director Teresa Briggs | Mgmt | Yes | For | ISS | For | For | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 1c | Elect Director Jonathan C. Chadwick | Mgmt | Yes | For | ISS | For | For | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 1d | Elect Director Paul E. Chamberlain | Mgmt | Yes | For | ISS | For | For | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 1e | Elect Director Lawrence J. Jackson, Jr. | Mgmt | Yes | For | ISS | For | For | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 1f | Elect Director Frederic B. Luddy | Mgmt | Yes | For | ISS | For | For | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 1g | Elect Director William R. McDermott | Mgmt | Yes | For | ISS | For | For | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 1h | Elect Director Jeffrey A. Miller | Mgmt | Yes | For | ISS | For | For | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 1i | Elect Director Joseph ‘Larry’ Quinlan | Mgmt | Yes | For | ISS | For | For | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 1j | Elect Director Anita M. Sands | Mgmt | Yes | For | ISS | For | For | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | Against | Against | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 4 | Amend Omnibus Stock Plan | Mgmt | Yes | For | ISS | For | For | |||||||||||
ServiceNow, Inc. | NOW | 06/01/2023 | 81762P102 | 5 | Elect Director Deborah Black | Mgmt | Yes | For | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 1a | Elect Director Larry Page | Mgmt | Yes | For | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 1b | Elect Director Sergey Brin | Mgmt | Yes | For | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 1c | Elect Director Sundar Pichai | Mgmt | Yes | For | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 1d | Elect Director John L. Hennessy | Mgmt | Yes | For | ISS | Against | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 1e | Elect Director Frances H. Arnold | Mgmt | Yes | For | ISS | Against | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 1f | Elect Director R. Martin “Marty” Chavez | Mgmt | Yes | For | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 1g | Elect Director L. John Doerr | Mgmt | Yes | For | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 1h | Elect Director Roger W. Ferguson, Jr. | Mgmt | Yes | For | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 1i | Elect Director Ann Mather | Mgmt | Yes | For | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 1j | Elect Director K. Ram Shriram | Mgmt | Yes | For | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 1k | Elect Director Robin L. Washington | Mgmt | Yes | For | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 3 | Amend Omnibus Stock Plan | Mgmt | Yes | For | ISS | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | Against | Against |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 5 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | Three Years | ISS | One Year | One Year | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 6 | Report on Lobbying Payments and Policy | SH | Yes | Against | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | SH | Yes | Against | ISS | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | SH | Yes | Against | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | SH | Yes | Against | ISS | Against | Abstain | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | SH | Yes | Against | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | SH | Yes | Against | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | SH | Yes | Against | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | SH | Yes | Against | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 14 | Report on Content Governance and Censorship | SH | Yes | Against | ISS | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | SH | Yes | Against | ISS | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | SH | Yes | Against | ISS | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 17 | Adopt Share Retention Policy For Senior Executives | SH | Yes | Against | ISS | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | SH | Yes | Against | ISS | For | For | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 1a | Elect Director Timothy Flynn | Mgmt | Yes | For | ISS | For | For | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 1b | Elect Director Paul Garcia | Mgmt | Yes | For | ISS | For | For | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 1c | Elect Director Kristen Gil | Mgmt | Yes | For | ISS | For | For | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 1d | Elect Director Stephen Hemsley | Mgmt | Yes | For | ISS | For | For | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 1e | Elect Director Michele Hooper | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 1f | Elect Director F. William McNabb, III | Mgmt | Yes | For | ISS | For | For | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 1g | Elect Director Valerie Montgomery Rice | Mgmt | Yes | For | ISS | For | For | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 1h | Elect Director John Noseworthy | Mgmt | Yes | For | ISS | For | For | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 1i | Elect Director Andrew Witty | Mgmt | Yes | For | ISS | For | For | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 4 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 5 | Report on Third-Party Racial Equity Audit | SH | Yes | Against | ISS | Against | Against | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 6 | Report on Congruency of Political Spending with Company Values and Priorities | SH | Yes | Against | ISS | For | Against | |||||||||||
UnitedHealth Group Incorporated | UNH | 06/05/2023 | 91324P102 | 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | SH | Yes | Against | ISS | For | Against | |||||||||||
lululemon athletica inc. | LULU | 06/07/2023 | 550021109 | 1a | Elect Director Michael Casey | Mgmt | Yes | For | ISS | For | For | |||||||||||
lululemon athletica inc. | LULU | 06/07/2023 | 550021109 | 1b | Elect Director Glenn Murphy | Mgmt | Yes | For | ISS | For | For | |||||||||||
lululemon athletica inc. | LULU | 06/07/2023 | 550021109 | 1c | Elect Director David Mussafer | Mgmt | Yes | For | ISS | For | For | |||||||||||
lululemon athletica inc. | LULU | 06/07/2023 | 550021109 | 1d | Elect Director Isabel Mahe | Mgmt | Yes | For | ISS | For | For | |||||||||||
lululemon athletica inc. | LULU | 06/07/2023 | 550021109 | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
lululemon athletica inc. | LULU | 06/07/2023 | 550021109 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
lululemon athletica inc. | LULU | 06/07/2023 | 550021109 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | None | ISS | One Year | One Year | |||||||||||
lululemon athletica inc. | LULU | 06/07/2023 | 550021109 | 5 | Approve Omnibus Stock Plan | Mgmt | Yes | For | ISS | For | For | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 1a | Elect Director Richard W. Dreiling | Mgmt | Yes | For | ISS | For | For | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 1b | Elect Director Cheryl W. Grise | Mgmt | Yes | For | ISS | For | For | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 1c | Elect Director Daniel J. Heinrich | Mgmt | Yes | For | ISS | For | For | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 1d | Elect Director Paul C. Hilal | Mgmt | Yes | For | ISS | For | For | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 1e | Elect Director Edward J. Kelly, III | Mgmt | Yes | For | ISS | For | For | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 1f | Elect Director Mary A. Laschinger | Mgmt | Yes | For | ISS | For | For | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 1g | Elect Director Jeffrey G. Naylor | Mgmt | Yes | For | ISS | For | For | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 1h | Elect Director Winnie Y. Park | Mgmt | Yes | For | ISS | For | For | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 1i | Elect Director Bertram L. Scott | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 1j | Elect Director Stephanie P. Stahl | Mgmt | Yes | For | ISS | For | For | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | Against | For | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 4 | Ratify KPMG LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Dollar Tree, Inc. | DLTR | 06/13/2023 | 256746108 | 5 | Report on Economic and Social Risks of Compensation and Workforce Practices and Any Impact on Diversified Shareholders | SH | Yes | Against | ISS | Against | Against | |||||||||||
Veeva Systems Inc. | VEEV | 06/21/2023 | 922475108 | 1a | Elect Director Timothy S. Cabral | Mgmt | Yes | For | ISS | For | For | |||||||||||
Veeva Systems Inc. | VEEV | 06/21/2023 | 922475108 | 1b | Elect Director Mark Carges | Mgmt | Yes | For | ISS | For | For | |||||||||||
Veeva Systems Inc. | VEEV | 06/21/2023 | 922475108 | 1c | Elect Director Peter P. Gassner | Mgmt | Yes | For | ISS | For | For | |||||||||||
Veeva Systems Inc. | VEEV | 06/21/2023 | 922475108 | 1d | Elect Director Mary Lynne Hedley | Mgmt | Yes | For | ISS | For | For | |||||||||||
Veeva Systems Inc. | VEEV | 06/21/2023 | 922475108 | 1e | Elect Director Priscilla Hung | Mgmt | Yes | For | ISS | For | For | |||||||||||
Veeva Systems Inc. | VEEV | 06/21/2023 | 922475108 | 1f | Elect Director Tina Hunt | Mgmt | Yes | For | ISS | For | For | |||||||||||
Veeva Systems Inc. | VEEV | 06/21/2023 | 922475108 | 1g | Elect Director Marshall L. Mohr | Mgmt | Yes | For | ISS | For | For | |||||||||||
Veeva Systems Inc. | VEEV | 06/21/2023 | 922475108 | 1h | Elect Director Gordon Ritter | Mgmt | Yes | For | ISS | For | For | |||||||||||
Veeva Systems Inc. | VEEV | 06/21/2023 | 922475108 | 1i | Elect Director Paul Sekhri | Mgmt | Yes | For | ISS | Against | Against | |||||||||||
Veeva Systems Inc. | VEEV | 06/21/2023 | 922475108 | 1j | Elect Director Matthew J. Wallach | Mgmt | Yes | For | ISS | For | For | |||||||||||
Veeva Systems Inc. | VEEV | 06/21/2023 | 922475108 | 2 | Ratify KPMG LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Veeva Systems Inc. | VEEV | 06/21/2023 | 922475108 | 3 | Amend Certificate of Incorporation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Veeva Systems Inc. | VEEV | 06/21/2023 | 922475108 | 4 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | SH | Yes | Against | ISS | Against | Against | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 1a | Elect Director Robert K. Burgess | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 1b | Elect Director Tench Coxe | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 1c | Elect Director John O. Dabiri | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 1d | Elect Director Persis S. Drell | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 1e | Elect Director Jen-Hsun Huang | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 1f | Elect Director Dawn Hudson | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 1g | Elect Director Harvey C. Jones | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 1h | Elect Director Michael G. McCaffery | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 1i | Elect Director Stephen C. Neal | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 1j | Elect Director Mark L. Perry | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 1k | Elect Director A. Brooke Seawell | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 1l | Elect Director Aarti Shah | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 1m | Elect Director Mark A. Stevens | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
NVIDIA Corporation | NVDA | 06/22/2023 | 67066G104 | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For |
Large Cap Growth
Portfolio I
Issuer Name | Ticker | Meeting Date | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Votable Proposal | Mgmt Rec | Voting Policy | Voting Policy Rec | Vote Instruction | |||||||||||
Workday, Inc. | WDAY | 06/22/2023 | 98138H101 | 1a | Elect Director Christa Davies | Mgmt | Yes | For | ISS | Against | Against | |||||||||||
Workday, Inc. | WDAY | 06/22/2023 | 98138H101 | 1b | Elect Director Wayne A.I. Frederick | Mgmt | Yes | For | ISS | For | For | |||||||||||
Workday, Inc. | WDAY | 06/22/2023 | 98138H101 | 1c | Elect Director Mark J. Hawkins | Mgmt | Yes | For | ISS | For | For | |||||||||||
Workday, Inc. | WDAY | 06/22/2023 | 98138H101 | 1d | Elect Director George J. Still, Jr. | Mgmt | Yes | For | ISS | Against | Against | |||||||||||
Workday, Inc. | WDAY | 06/22/2023 | 98138H101 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Workday, Inc. | WDAY | 06/22/2023 | 98138H101 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | Against | Against | |||||||||||
Workday, Inc. | WDAY | 06/22/2023 | 98138H101 | 4 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | SH | Yes | Against | ISS | Against | Against | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 1a | Elect Director Merit E. Janow | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 1b | Elect Director Candido Bracher | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 1c | Elect Director Richard K. Davis | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 1d | Elect Director Julius Genachowski | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 1e | Elect Director Choon Phong Goh | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 1f | Elect Director Oki Matsumoto | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 1g | Elect Director Michael Miebach | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 1h | Elect Director Youngme Moon | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 1i | Elect Director Rima Qureshi | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 1j | Elect Director Gabrielle Sulzberger | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 1k | Elect Director Harit Talwar | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 1l | Elect Director Lance Uggla | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | Yes | One Year | ISS | One Year | One Year | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 4 | Approve Qualified Employee Stock Purchase Plan | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | Yes | For | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 6 | Report on Overseeing Risks Related to Discrimination | SH | Yes | Against | ISS | Against | Against | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | SH | Yes | Against | ISS | Against | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 8 | Report on Lobbying Payments and Policy | SH | Yes | Against | ISS | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | SH | Yes | Against | ISS | Against | Against | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | SH | Yes | Against | ISS | Against | Against |
Vote Summary Report
July 1, 2022 – June 30, 2023
Large Cap Value Portfolio I
Large Cap Value Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recom | Vote Instruction | Voted | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Accept Financial Statements and Statutory Reports | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Approve Remuneration Report | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Approve Final Dividend | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Elect Karen Blackett as Director | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Re-elect Melissa Bethell as Director | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Re-elect Lavanya Chandrashekar as Director | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Re-elect Valerie Chapoulaud-Floquet as Director | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Re-elect Javier Ferran as Director | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Re-elect Susan Kilsby as Director | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Re-elect Sir John Manzoni as Director | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Re-elect Lady Mendelsohn as Director | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Re-elect Ivan Menezes as Director | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Re-elect Alan Stewart as Director | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Re-elect Ireena Vittal as Director | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Reappoint PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Authorise the Audit Committee to Fix Remuneration of Auditors | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Authorise UK Political Donations and Expenditure | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Amend Irish Share Ownership Plan | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Authorise Issue of Equity | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Authorise Issue of Equity without Pre-emptive Rights | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Authorise Market Purchase of Ordinary Shares | For | For | Yes | ||||||||
Diageo Plc | DGE | 25243Q205 | 06-Oct-22 | Management | Authorise the Company to Call General Meeting with Two Weeks’ Notice | For | For | Yes | ||||||||
Paychex, Inc. | PAYX | 704326107 | 13-Oct-22 | Management | Elect Director Martin Mucci | For | For | Yes | ||||||||
Paychex, Inc. | PAYX | 704326107 | 13-Oct-22 | Management | Elect Director Thomas F. Bonadio | For | For | Yes | ||||||||
Paychex, Inc. | PAYX | 704326107 | 13-Oct-22 | Management | Elect Director Joseph G. Doody | For | For | Yes | ||||||||
Paychex, Inc. | PAYX | 704326107 | 13-Oct-22 | Management | Elect Director David J.S. Flaschen | For | For | Yes | ||||||||
Paychex, Inc. | PAYX | 704326107 | 13-Oct-22 | Management | Elect Director B. Thomas Golisano | For | For | Yes | ||||||||
Paychex, Inc. | PAYX | 704326107 | 13-Oct-22 | Management | Elect Director Pamela A. Joseph | For | For | Yes | ||||||||
Paychex, Inc. | PAYX | 704326107 | 13-Oct-22 | Management | Elect Director Kevin A. Price | For | For | Yes | ||||||||
Paychex, Inc. | PAYX | 704326107 | 13-Oct-22 | Management | Elect Director Joseph M. Tucci | For | For | Yes | ||||||||
Paychex, Inc. | PAYX | 704326107 | 13-Oct-22 | Management | Elect Director Joseph M. Velli | For | For | Yes | ||||||||
Paychex, Inc. | PAYX | 704326107 | 13-Oct-22 | Management | Elect Director Kara Wilson | For | For | Yes | ||||||||
Paychex, Inc. | PAYX | 704326107 | 13-Oct-22 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Paychex, Inc. | PAYX | 704326107 | 13-Oct-22 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Elect Director M. Michele Burns | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Elect Director Wesley G. Bush | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Elect Director Michael D. Capellas | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Elect Director Mark Garrett | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Elect Director John D. Harris, II | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Elect Director Kristina M. Johnson | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Elect Director Roderick C. McGeary | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Elect Director Sarah Rae Murphy | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Elect Director Charles H. Robbins | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Elect Director Brenton L. Saunders | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Elect Director Lisa T. Su | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Elect Director Marianna Tessel | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes |
Large Cap Value Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recom | Vote Instruction | Voted | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Shareholder | Report on Tax Transparency Set Forth in the Global Reporting Initiative’s Tax Standard | Against | Against | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Elect Director Reid G. Hoffman | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Elect Director Hugh F. Johnston | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Elect Director Teri L. List | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Elect Director Satya Nadella | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Elect Director Sandra E. Peterson | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Elect Director Penny S. Pritzker | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Elect Director Carlos A. Rodriguez | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Elect Director Charles W. Scharf | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Elect Director John W. Stanton | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Elect Director John W. Thompson | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Elect Director Emma N. Walmsley | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Elect Director Padmasree Warrior | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Shareholder | Report on Cost/Benefit Analysis of Diversity and Inclusion | Against | Against | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Shareholder | Report on Hiring of Persons with Arrest or Incarceration Records | Against | Against | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Shareholder | Assess and Report on the Company’s Retirement Funds’ Management of Systemic Climate Risk | Against | Against | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Shareholder | Report on Government Use of Microsoft Technology | Against | Against | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Shareholder | Report on Development of Products for Military | Against | Against | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Shareholder | Report on Tax Transparency | Against | Against | Yes | ||||||||
Air Products and Chemicals, Inc. | APD | 009158106 | 26-Jan-23 | Management | Elect Director Tonit M. Calaway | For | For | Yes | ||||||||
Air Products and Chemicals, Inc. | APD | 009158106 | 26-Jan-23 | Management | Elect Director Charles I. Cogut | For | For | Yes | ||||||||
Air Products and Chemicals, Inc. | APD | 009158106 | 26-Jan-23 | Management | Elect Director Lisa A. Davis | For | For | Yes | ||||||||
Air Products and Chemicals, Inc. | APD | 009158106 | 26-Jan-23 | Management | Elect Director Seifollah (Seifi) Ghasemi | For | For | Yes | ||||||||
Air Products and Chemicals, Inc. | APD | 009158106 | 26-Jan-23 | Management | Elect Director David H. Y. Ho | For | For | Yes | ||||||||
Air Products and Chemicals, Inc. | APD | 009158106 | 26-Jan-23 | Management | Elect Director Edward L. Monser | For | For | Yes | ||||||||
Air Products and Chemicals, Inc. | APD | 009158106 | 26-Jan-23 | Management | Elect Director Matthew H. Paull | For | For | Yes | ||||||||
Air Products and Chemicals, Inc. | APD | 009158106 | 26-Jan-23 | Management | Elect Director Wayne T. Smith | For | For | Yes | ||||||||
Air Products and Chemicals, Inc. | APD | 009158106 | 26-Jan-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Air Products and Chemicals, Inc. | APD | 009158106 | 26-Jan-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Air Products and Chemicals, Inc. | APD | 009158106 | 26-Jan-23 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Management | Elect Director James Bell | For | For | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Management | Elect Director Tim Cook | For | For | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Management | Elect Director Al Gore | For | For | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Management | Elect Director Alex Gorsky | For | For | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Management | Elect Director Andrea Jung | For | For | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Management | Elect Director Art Levinson | For | For | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Management | Elect Director Monica Lozano | For | For | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Management | Elect Director Ron Sugar | For | For | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Management | Elect Director Sue Wagner | For | For | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Management | Ratify Ernst & Young LLP as Auditors | For | For | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes |
Large Cap Value Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recom | Vote Instruction | Voted | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Shareholder | Report on Civil Rights and Non-Discrimination Audit | Against | Against | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Shareholder | Report on Operations in Communist China | Against | Against | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Shareholder | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Against | Against | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Shareholder | Report on Median Gender/Racial Pay Gap | Against | For | Yes | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Shareholder | Amend Proxy Access Right | Against | For | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Management | Elect Director Richard E. Allison, Jr. | For | For | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Management | Elect Director Andrew Campion | For | For | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Management | Elect Director Beth Ford | For | For | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Management | Elect Director Mellody Hobson | For | For | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Management | Elect Director Jorgen Vig Knudstorp | For | For | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Management | Elect Director Satya Nadella | For | For | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Management | Elect Director Laxman Narasimhan | For | For | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Management | Elect Director Howard Schultz | For | For | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Shareholder | Report on Plant-Based Milk Pricing | Against | Against | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Shareholder | Adopt Policy on Succession Planning | Against | Against | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Shareholder | Report on Operations in Communist China | Against | Against | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Shareholder | Commission Third Party Assessment on Company’s Commitment to Freedom of Association and Collective Bargaining Rights | Against | Against | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Shareholder | Establish Committee on Corporate Sustainability | Against | Against | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Accept Financial Statements and Statutory Reports | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Approve Remuneration Report | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Approve Discharge of Board and Senior Management | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Approve Allocation of Income and Dividends of CHF 2.95 per Share | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reelect Paul Bulcke as Director and Board Chair | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reelect Ulf Schneider as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reelect Henri de Castries as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reelect Renato Fassbind as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reelect Pablo Isla as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reelect Patrick Aebischer as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reelect Kimberly Ross as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reelect Dick Boer as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reelect Dinesh Paliwal as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reelect Hanne Jimenez de Mora as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reelect Lindiwe Sibanda as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reelect Chris Leong as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reelect Luca Maestri as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Elect Rainer Blair as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Elect Marie-Gabrielle Ineichen-Fleisch as Director | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reappoint Pablo Isla as Member of the Compensation Committee | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reappoint Patrick Aebischer as Member of the Compensation Committee | For | For | Yes |
Large Cap Value Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recom | Vote Instruction | Voted | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reappoint Dick Boer as Member of the Compensation Committee | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Reappoint Dinesh Paliwal as Member of the Compensation Committee | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Ratify Ernst & Young AG as Auditors | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Designate Hartmann Dreyer as Independent Proxy | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Approve Remuneration of Directors in the Amount of CHF 10.5 Million | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Approve Remuneration of Executive Committee in the Amount of CHF 72 Million | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Approve CHF 8 Million Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Amend Articles Re: General Meeting (Incl. Virtual-Only or Hybrid Shareholder Meetings) | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Amend Articles of Association | For | For | Yes | ||||||||
Nestle SA | NESN | 641069406 | 20-Apr-23 | Management | Transact Other Business (Voting) | Against | Against | Yes | ||||||||
Fastenal Company | FAST | 311900104 | 22-Apr-23 | Management | Elect Director Scott A. Satterlee | For | For | Yes | ||||||||
Fastenal Company | FAST | 311900104 | 22-Apr-23 | Management | Elect Director Michael J. Ancius | For | For | Yes | ||||||||
Fastenal Company | FAST | 311900104 | 22-Apr-23 | Management | Elect Director Stephen L. Eastman | For | For | Yes | ||||||||
Fastenal Company | FAST | 311900104 | 22-Apr-23 | Management | Elect Director Daniel L. Florness | For | For | Yes | ||||||||
Fastenal Company | FAST | 311900104 | 22-Apr-23 | Management | Elect Director Rita J. Heise | For | For | Yes | ||||||||
Fastenal Company | FAST | 311900104 | 22-Apr-23 | Management | Elect Director Hsenghung Sam Hsu | For | For | Yes | ||||||||
Fastenal Company | FAST | 311900104 | 22-Apr-23 | Management | Elect Director Daniel L. Johnson | For | For | Yes | ||||||||
Fastenal Company | FAST | 311900104 | 22-Apr-23 | Management | Elect Director Nicholas J. Lundquist | For | For | Yes | ||||||||
Fastenal Company | FAST | 311900104 | 22-Apr-23 | Management | Elect Director Sarah N. Nielsen | For | For | Yes | ||||||||
Fastenal Company | FAST | 311900104 | 22-Apr-23 | Management | Elect Director Reyne K. Wisecup | For | For | Yes | ||||||||
Fastenal Company | FAST | 311900104 | 22-Apr-23 | Management | Ratify KPMG LLP as Auditors | For | For | Yes | ||||||||
Fastenal Company | FAST | 311900104 | 22-Apr-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Fastenal Company | FAST | 311900104 | 22-Apr-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Elect Director Darius Adamczyk | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Elect Director Mary C. Beckerle | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Elect Director D. Scott Davis | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Elect Director Jennifer A. Doudna | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Elect Director Joaquin Duato | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Elect Director Marillyn A. Hewson | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Elect Director Paula A. Johnson | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Elect Director Hubert Joly | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Elect Director Mark B. McClellan | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Elect Director Anne M. Mulcahy | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Elect Director Mark A. Weinberger | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Elect Director Nadja Y. West | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Shareholder | Adopt Mandatory Arbitration Bylaw - Withdrawn | Yes | ||||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Shareholder | Report on Government Financial Support and Equitable Access to Covid-19 Products | Against | Against | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Shareholder | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Against | For | Yes |
Large Cap Value Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recom | Vote Instruction | Voted | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Shareholder | Report on Impact of Extended Patent Exclusivities on Product Access | Against | Against | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Elect Director Ronald E. Blaylock | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Elect Director Albert Bourla | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Elect Director Susan Desmond-Hellmann | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Elect Director Joseph J. Echevarria | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Elect Director Scott Gottlieb | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Elect Director Helen H. Hobbs | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Elect Director Susan Hockfield | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Elect Director Dan R. Littman | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Elect Director Shantanu Narayen | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Elect Director Suzanne Nora Johnson | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Elect Director James Quincey | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Elect Director James C. Smith | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Ratify KPMG LLP as Auditors | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Shareholder | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | Against | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Shareholder | Require Independent Board Chair | Against | Against | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Shareholder | Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Against | Against | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Shareholder | Report on Impact of Extended Patent Exclusivities on Product Access | Against | Against | Yes | ||||||||
Pfizer Inc. | PFE | 717081103 | 27-Apr-23 | Shareholder | Report on Political Expenditures Congruence | Against | Against | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Elect Director Mark A. Blinn | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Elect Director Todd M. Bluedorn | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Elect Director Janet F. Clark | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Elect Director Carrie S. Cox | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Elect Director Martin S. Craighead | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Elect Director Curtis C. Farmer | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Elect Director Jean M. Hobby | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Elect Director Haviv Ilan | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Elect Director Ronald Kirk | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Elect Director Pamela H. Patsley | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Elect Director Robert E. Sanchez | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Elect Director Richard K. Templeton | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Amend Qualified Employee Stock Purchase Plan | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Management | Ratify Ernst & Young LLP as Auditors | For | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Shareholder | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Against | For | Yes | ||||||||
Texas Instruments Incorporated | TXN | 882508104 | 27-Apr-23 | Shareholder | Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | Against | Against | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Elect Director Brant Bonin Bough | For | For | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Elect Director Andre Calantzopoulos | For | For | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Elect Director Michel Combes | For | For | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Elect Director Juan Jose Daboub | For | For | Yes |
Large Cap Value Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recom | Vote Instruction | Voted | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Elect Director Werner Geissler | For | For | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Elect Director Lisa A. Hook | For | For | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Elect Director Jun Makihara | For | For | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Elect Director Kalpana Morparia | For | For | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Elect Director Jacek Olczak | For | For | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Elect Director Robert B. Polet | For | For | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Elect Director Dessislava Temperley | For | For | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Elect Director Shlomo Yanai | For | For | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Management | Ratify PricewaterhouseCoopers SA as Auditors | For | For | Yes | ||||||||
Philip Morris International Inc. | PM | 718172109 | 03-May-23 | Shareholder | Disclose Nicotine Level Information, and Reduce Nicotine Levels in Tobacco Products | Against | Against | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Elect Director Carol Tome | For | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Elect Director Rodney Adkins | For | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Elect Director Eva Boratto | For | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Elect Director Michael Burns | For | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Elect Director Wayne Hewett | For | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Elect Director Angela Hwang | For | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Elect Director Kate Johnson | For | Against | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Elect Director William Johnson | For | Against | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Elect Director Franck Moison | For | Against | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Elect Director Christiana Smith Shi | For | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Elect Director Russell Stokes | For | Against | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Elect Director Kevin Warsh | For | Against | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Shareholder | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Against | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Shareholder | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Against | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Shareholder | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Against | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Shareholder | Report on Just Transition | Against | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Shareholder | Report on Risk Due to Restrictions on Reproductive Rights | Against | Against | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Shareholder | Oversee and Report a Civil Rights Audit | Against | Against | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Shareholder | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Against | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Warren E. Buffett | For | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Charles T. Munger | For | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Gregory E. Abel | For | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Howard G. Buffett | For | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Susan A. Buffett | For | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Stephen B. Burke | For | Withhold | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Kenneth I. Chenault | For | Withhold | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Christopher C. Davis | For | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Susan L. Decker | For | Withhold | Yes |
Large Cap Value Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recom | Vote Instruction | Voted | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Charlotte Guyman | For | Withhold | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Ajit Jain | For | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Thomas S. Murphy, Jr. | For | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Ronald L. Olson | For | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Wallace R. Weitz | For | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Elect Director Meryl B. Witmer | For | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Management | Advisory Vote on Say on Pay Frequency | Three Years | One Year | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Shareholder | Report on Physical and Transitional Climate-Related Risks and Opportunities | Against | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Shareholder | Report on Audit Committee’s Oversight on Climate Risks and Disclosures | Against | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Shareholder | Report If and How Company Will Measure, Disclose and Reduce GHG Emissions | Against | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Shareholder | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Against | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Shareholder | Require Independent Board Chair | Against | For | Yes | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Shareholder | Encourage Senior Management Commitment to Avoid Political Speech | Against | Against | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Thomas J. Aaron | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Nancy C. Benacci | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Linda W. Clement-Holmes | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Dirk J. Debbink | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Steven J. Johnston | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Jill P. Meyer | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director David P. Osborn | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Gretchen W. Schar | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Charles O. Schiff | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Douglas S. Skidmore | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director John F. Steele, Jr. | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Larry R. Webb | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Amend Code of Regulations | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Elect Director James A. Bennett | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Elect Director Robert M. Blue | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Elect Director D. Maybank Hagood | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Elect Director Ronald W. Jibson | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Elect Director Mark J. Kington | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Elect Director Kristin G. Lovejoy | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Elect Director Joseph M. Rigby | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Elect Director Pamela J. Royal | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Elect Director Robert H. Spilman, Jr. | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Elect Director Susan N. Story | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Elect Director Michael E. Szymanczyk | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes |
Large Cap Value Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recom | Vote Instruction | Voted | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Amend Right to Call Special Meeting | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Management | Amend Advance Notice Provisions for Director Nominations | For | For | Yes | ||||||||
Dominion Energy, Inc. | D | 25746U109 | 10-May-23 | Shareholder | Require Independent Board Chair | Against | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Elect Director Thomas D. Bell, Jr. | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Elect Director Mitchell E. Daniels, Jr. | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Elect Director Marcela E. Donadio | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Elect Director John C. Huffard, Jr. | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Elect Director Christopher T. Jones | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Elect Director Thomas C. Kelleher | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Elect Director Steven F. Leer | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Elect Director Michael D. Lockhart | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Elect Director Amy E. Miles | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Elect Director Claude Mongeau | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Elect Director Jennifer F. Scanlon | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Elect Director Alan H. Shaw | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Elect Director John R. Thompson | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Ratify KPMG LLP as Auditors | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Norfolk Southern Corporation | NSC | 655844108 | 11-May-23 | Shareholder | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Against | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Elect Director Shellye Archambeau | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Elect Director Roxanne Austin | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Elect Director Mark Bertolini | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Elect Director Vittorio Colao | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Elect Director Melanie Healey | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Elect Director Laxman Narasimhan | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Elect Director Clarence Otis, Jr. | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Elect Director Daniel Schulman | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Elect Director Rodney Slater | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Elect Director Carol Tome | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Elect Director Hans Vestberg | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Elect Director Gregory Weaver | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Management | Ratify Ernst & Young LLP as Auditors | For | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Shareholder | Report on Government Requests to Remove Content | Against | Against | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Shareholder | Adopt a Policy Prohibiting Direct and Indirect Political Contributions to Candidates | Against | Against | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Shareholder | Amend Clawback Policy | Against | For | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Shareholder | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | Against | Yes | ||||||||
Verizon Communications Inc. | VZ | 92343V104 | 11-May-23 | Shareholder | Require Independent Board Chair | Against | Against | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Elect Director Danelle M. Barrett | For | For | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Elect Director Philip Bleser | For | For | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Elect Director Stuart B. Burgdoerfer | For | For | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Elect Director Pamela J. Craig | For | For | Yes |
Large Cap Value Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recom | Vote Instruction | Voted | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Elect Director Charles A. Davis | For | For | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Elect Director Roger N. Farah | For | For | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Elect Director Lawton W. Fitt | For | For | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Elect Director Susan Patricia Griffith | For | For | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Elect Director Devin C. Johnson | For | For | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Elect Director Jeffrey D. Kelly | For | For | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Elect Director Barbara R. Snyder | For | For | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Elect Director Kahina Van Dyke | For | For | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
The Progressive Corporation | PGR | 743315103 | 12-May-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Crown Castle Inc. | CCI | 22822V101 | 17-May-23 | Management | Elect Director P. Robert Bartolo | For | For | Yes | ||||||||
Crown Castle Inc. | CCI | 22822V101 | 17-May-23 | Management | Elect Director Jay A. Brown | For | For | Yes | ||||||||
Crown Castle Inc. | CCI | 22822V101 | 17-May-23 | Management | Elect Director Cindy Christy | For | For | Yes | ||||||||
Crown Castle Inc. | CCI | 22822V101 | 17-May-23 | Management | Elect Director Ari Q. Fitzgerald | For | For | Yes | ||||||||
Crown Castle Inc. | CCI | 22822V101 | 17-May-23 | Management | Elect Director Andrea J. Goldsmith | For | For | Yes | ||||||||
Crown Castle Inc. | CCI | 22822V101 | 17-May-23 | Management | Elect Director Tammy K. Jones | For | For | Yes | ||||||||
Crown Castle Inc. | CCI | 22822V101 | 17-May-23 | Management | Elect Director Anthony J. Melone | For | For | Yes | ||||||||
Crown Castle Inc. | CCI | 22822V101 | 17-May-23 | Management | Elect Director W. Benjamin Moreland | For | For | Yes | ||||||||
Crown Castle Inc. | CCI | 22822V101 | 17-May-23 | Management | Elect Director Kevin A. Stephens | For | For | Yes | ||||||||
Crown Castle Inc. | CCI | 22822V101 | 17-May-23 | Management | Elect Director Matthew Thornton, III | For | For | Yes | ||||||||
Crown Castle Inc. | CCI | 22822V101 | 17-May-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Crown Castle Inc. | CCI | 22822V101 | 17-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Crown Castle Inc. | CCI | 22822V101 | 17-May-23 | Management | Amend Charter to Allow Exculpation of Certain Officers | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Elect Director Ian L.T. Clarke | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Elect Director Marjorie M. Connelly | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Elect Director R. Matt Davis | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Elect Director William F. Gifford, Jr. | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Elect Director Jacinto J. Hernandez | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Elect Director Debra J. Kelly-Ennis | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Elect Director Kathryn B. McQuade | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Elect Director George Munoz | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Elect Director Nabil Y. Sakkab | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Elect Director Virginia E. Shanks | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Elect Director Ellen R. Strahlman | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Elect Director M. Max Yzaguirre | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Shareholder | Report on Congruency of Political Spending with Company Values and Priorities | Against | Against | Yes | ||||||||
Altria Group, Inc. | MO | 02209S103 | 18-May-23 | Shareholder | Report on Third-Party Civil Rights Audit | Against | Against | Yes | ||||||||
The Charles Schwab Corporation | SCHW | 808513105 | 18-May-23 | Management | Elect Director Marianne C. Brown | For | For | Yes | ||||||||
The Charles Schwab Corporation | SCHW | 808513105 | 18-May-23 | Management | Elect Director Frank C. Herringer | For | For | Yes | ||||||||
The Charles Schwab Corporation | SCHW | 808513105 | 18-May-23 | Management | Elect Director Gerri K. Martin-Flickinger | For | For | Yes | ||||||||
The Charles Schwab Corporation | SCHW | 808513105 | 18-May-23 | Management | Elect Director Todd M. Ricketts | For | For | Yes | ||||||||
The Charles Schwab Corporation | SCHW | 808513105 | 18-May-23 | Management | Elect Director Carolyn Schwab-Pomerantz | For | For | Yes |
Large Cap Value Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recom | Vote Instruction | Voted | ||||||||
The Charles Schwab Corporation | SCHW | 808513105 | 18-May-23 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
The Charles Schwab Corporation | SCHW | 808513105 | 18-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
The Charles Schwab Corporation | SCHW | 808513105 | 18-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
The Charles Schwab Corporation | SCHW | 808513105 | 18-May-23 | Shareholder | Report on Gender/Racial Pay Gap | Against | For | Yes | ||||||||
The Charles Schwab Corporation | SCHW | 808513105 | 18-May-23 | Shareholder | Report on Risks Related to Discrimination Against Individuals Including Political Views | Against | Against | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Elect Director Douglas M. Baker, Jr. | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Elect Director Mary Ellen Coe | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Elect Director Pamela J. Craig | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Elect Director Robert M. Davis | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Elect Director Thomas H. Glocer | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Elect Director Risa J. Lavizzo-Mourey | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Elect Director Stephen L. Mayo | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Elect Director Paul B. Rothman | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Elect Director Patricia F. Russo | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Elect Director Christine E. Seidman | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Elect Director Inge G. Thulin | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Elect Director Kathy J. Warden | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Elect Director Peter C. Wendell | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Shareholder | Report on Risks Related to Operations in China | Against | Against | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Shareholder | Report on Access to COVID-19 Products | Against | Against | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Shareholder | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Against | Against | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Shareholder | Report on Impact of Extended Patent Exclusivities on Product Access | Against | Against | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Shareholder | Publish a Congruency Report of Partnerships with Globalist Organizations | Against | Against | Yes | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Shareholder | Require Independent Board Chair | Against | Against | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Bader M. Alsaad | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Pamela Daley | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Laurence D. Fink | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director William E. Ford | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Fabrizio Freda | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Murry S. Gerber | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Margaret “Peggy” L. Johnson | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Robert S. Kapito | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Cheryl D. Mills | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Gordon M. Nixon | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Kristin C. Peck | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Charles H. Robbins | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Marco Antonio Slim Domit | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Hans E. Vestberg | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Susan L. Wagner | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Elect Director Mark Wilson | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes |
Large Cap Value Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recom | Vote Instruction | Voted | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Shareholder | Report on Third-Party Civil Rights Audit | Against | Against | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Shareholder | Report on Ability to Engineer Decarbonization in the Real Economy | Against | Against | Yes | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Shareholder | Report on Societal Impacts of Aerospace & Defense Industry ETF | Against | Against | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Elect Director Lee Adrean | For | For | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Elect Director Ellen R. Alemany | For | For | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Elect Director Mark D. Benjamin | For | For | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Elect Director Vijay G. D’Silva | For | For | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Elect Director Stephanie L. Ferris | For | For | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Elect Director Jeffrey A. Goldstein | For | For | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Elect Director Lisa A. Hook | For | For | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Elect Director Kenneth T. Lamneck | For | For | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Elect Director Gary L. Lauer | For | For | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Elect Director Louise M. Parent | For | For | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Elect Director Brian T. Shea | For | For | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Elect Director James B. Stallings, Jr. | For | For | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Fidelity National Information Services, Inc. | FIS | 31620M106 | 24-May-23 | Management | Ratify KPMG LLP as Auditors | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Elect Director Raul Alvarez | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Elect Director David H. Batchelder | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Elect Director Scott H. Baxter | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Elect Director Sandra B. Cochran | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Elect Director Laurie Z. Douglas | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Elect Director Richard W. Dreiling | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Elect Director Marvin R. Ellison | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Elect Director Daniel J. Heinrich | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Elect Director Brian C. Rogers | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Elect Director Bertram L. Scott | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Elect Director Colleen Taylor | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Elect Director Mary Beth West | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
Lowe’s Companies, Inc. | LOW | 548661107 | 26-May-23 | Shareholder | Require Independent Board Chair | Against | Against | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Elect Director Wanda M. Austin | For | For | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Elect Director John B. Frank | For | For | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Elect Director Alice P. Gast | For | For | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Elect Director Enrique Hernandez, Jr. | For | For | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Elect Director Marillyn A. Hewson | For | For | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Elect Director Jon M. Huntsman, Jr. | For | For | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Elect Director Charles W. Moorman | For | For | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Elect Director Dambisa F. Moyo | For | For | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Elect Director Debra Reed-Klages | For | For | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Elect Director D. James Umpleby, III | For | For | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Elect Director Cynthia J. Warner | For | For | Yes |
Large Cap Value Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recom | Vote Instruction | Voted | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Elect Director Michael K. (Mike) Wirth | For | For | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Shareholder | Rescind Scope 3 GHG Reduction Proposal | Against | Against | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Shareholder | Adopt Medium-Term Scope 3 GHG Reduction Target | Against | Against | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Shareholder | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Against | Against | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Shareholder | Establish Board Committee on Decarbonization Risk | Against | Against | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Shareholder | Report on Social Impact From Plant Closure or Energy Transition | Against | Against | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Shareholder | Oversee and Report a Racial Equity Audit | Against | Against | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Shareholder | Publish a Tax Transparency Report | Against | Against | Yes | ||||||||
Chevron Corporation | CVX | 166764100 | 31-May-23 | Shareholder | Require Independent Board Chair | Against | Against | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Elect Director Kenneth J. Bacon | For | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Elect Director Thomas J. Baltimore, Jr. | For | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Elect Director Madeline S. Bell | For | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Elect Director Edward D. Breen | For | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Elect Director Gerald L. Hassell | For | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Elect Director Jeffrey A. Honickman | For | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Elect Director Maritza G. Montiel | For | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Elect Director Asuka Nakahara | For | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Elect Director David C. Novak | For | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Elect Director Brian L. Roberts | For | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Approve Omnibus Stock Plan | For | Against | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Amend Qualified Employee Stock Purchase Plan | For | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Shareholder | Oversee and Report on a Racial Equity Audit | Against | Against | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Shareholder | Report on Climate Risk in Retirement Plan Options | Against | Against | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Shareholder | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Against | Against | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Shareholder | Report on Congruency of Political Spending with Company Values and Priorities | Against | Against | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Shareholder | Report on Risks Related to Operations in China | Against | Against | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Elect Director David P. Abney | For | For | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Elect Director Douglas M. Baker, Jr. | For | For | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Elect Director George S. Barrett | For | For | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Elect Director Gail K. Boudreaux | For | For | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Elect Director Brian C. Cornell | For | For | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Elect Director Robert L. Edwards | For | For | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Elect Director Donald R. Knauss | For | For | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Elect Director Christine A. Leahy | For | For | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Elect Director Monica C. Lozano | For | For | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Elect Director Grace Puma | For | For | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Elect Director Derica W. Rice | For | For | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Elect Director Dmitri L. Stockton | For | For | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Ratify Ernst & Young LLP as Auditors | For | For | Yes |
Large Cap Value Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recom | Vote Instruction | Voted | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Target Corporation | TGT | 87612E106 | 14-Jun-23 | Shareholder | Require Independent Board Chair | Against | Against | Yes |
Vote Summary Report
July 1, 2022 – June 30, 2023
Mid Cap Core Portfolio I
Mid Cap Core Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recomm | Vote Instruction | Voted | ||||||||
STERIS plc | STE | G8473T100 | 28-Jul-22 | Management | Elect Director Richard C. Breeden | For | For | Yes | ||||||||
STERIS plc | STE | G8473T100 | 28-Jul-22 | Management | Elect Director Daniel A. Carestio | For | For | Yes | ||||||||
STERIS plc | STE | G8473T100 | 28-Jul-22 | Management | Elect Director Cynthia L. Feldmann | For | For | Yes | ||||||||
STERIS plc | STE | G8473T100 | 28-Jul-22 | Management | Elect Director Christopher S. Holland | For | For | Yes | ||||||||
STERIS plc | STE | G8473T100 | 28-Jul-22 | Management | Elect Director Jacqueline B. Kosecoff | For | For | Yes | ||||||||
STERIS plc | STE | G8473T100 | 28-Jul-22 | Management | Elect Director Paul E. Martin | For | For | Yes | ||||||||
STERIS plc | STE | G8473T100 | 28-Jul-22 | Management | Elect Director Nirav R. Shah | For | For | Yes | ||||||||
STERIS plc | STE | G8473T100 | 28-Jul-22 | Management | Elect Director Mohsen M. Sohi | For | For | Yes | ||||||||
STERIS plc | STE | G8473T100 | 28-Jul-22 | Management | Elect Director Richard M. Steeves | For | For | Yes | ||||||||
STERIS plc | STE | G8473T100 | 28-Jul-22 | Management | Ratify Ernst & Young LLP as Auditors | For | For | Yes | ||||||||
STERIS plc | STE | G8473T100 | 28-Jul-22 | Management | Appoint Ernst & Young Chartered Accountants as Irish Statutory Auditor | For | For | Yes | ||||||||
STERIS plc | STE | G8473T100 | 28-Jul-22 | Management | Authorise Board to Fix Remuneration of Auditors | For | For | Yes | ||||||||
STERIS plc | STE | G8473T100 | 28-Jul-22 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Black Knight, Inc. | BKI | 09215C105 | 21-Sep-22 | Management | Approve Merger Agreement | For | For | Yes | ||||||||
Black Knight, Inc. | BKI | 09215C105 | 21-Sep-22 | Management | Advisory Vote on Golden Parachutes | For | Against | Yes | ||||||||
Black Knight, Inc. | BKI | 09215C105 | 21-Sep-22 | Management | Adjourn Meeting | For | For | Yes | ||||||||
Lamb Weston Holdings, Inc. | LW | 513272104 | 29-Sep-22 | Management | Elect Director Peter J. Bensen | For | For | Yes | ||||||||
Lamb Weston Holdings, Inc. | LW | 513272104 | 29-Sep-22 | Management | Elect Director Charles A. Blixt | For | For | Yes | ||||||||
Lamb Weston Holdings, Inc. | LW | 513272104 | 29-Sep-22 | Management | Elect Director Robert J. Coviello | For | For | Yes | ||||||||
Lamb Weston Holdings, Inc. | LW | 513272104 | 29-Sep-22 | Management | Elect Director Andre J. Hawaux | For | For | Yes | ||||||||
Lamb Weston Holdings, Inc. | LW | 513272104 | 29-Sep-22 | Management | Elect Director W.G. Jurgensen | For | For | Yes | ||||||||
Lamb Weston Holdings, Inc. | LW | 513272104 | 29-Sep-22 | Management | Elect Director Thomas P. Maurer | For | For | Yes | ||||||||
Lamb Weston Holdings, Inc. | LW | 513272104 | 29-Sep-22 | Management | Elect Director Hala G. Moddelmog | For | For | Yes | ||||||||
Lamb Weston Holdings, Inc. | LW | 513272104 | 29-Sep-22 | Management | Elect Director Robert A. Niblock | For | For | Yes | ||||||||
Lamb Weston Holdings, Inc. | LW | 513272104 | 29-Sep-22 | Management | Elect Director Maria Renna Sharpe | For | For | Yes | ||||||||
Lamb Weston Holdings, Inc. | LW | 513272104 | 29-Sep-22 | Management | Elect Director Thomas P. Werner | For | For | Yes | ||||||||
Lamb Weston Holdings, Inc. | LW | 513272104 | 29-Sep-22 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Lamb Weston Holdings, Inc. | LW | 513272104 | 29-Sep-22 | Management | Ratify KPMG LLP as Auditors | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 31-Oct-22 | Management | Increase Authorized Common Stock | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 31-Oct-22 | Management | Adjourn Meeting | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 02-Dec-22 | Management | Elect Director Willis J. Johnson | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 02-Dec-22 | Management | Elect Director A. Jayson Adair | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 02-Dec-22 | Management | Elect Director Matt Blunt | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 02-Dec-22 | Management | Elect Director Steven D. Cohan | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 02-Dec-22 | Management | Elect Director Daniel J. Englander | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 02-Dec-22 | Management | Elect Director James E. Meeks | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 02-Dec-22 | Management | Elect Director Thomas N. Tryforos | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 02-Dec-22 | Management | Elect Director Diane M. Morefield | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 02-Dec-22 | Management | Elect Director Stephen Fisher | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 02-Dec-22 | Management | Elect Director Cherylyn Harley LeBon | For | For | Yes |
Mid Cap Core Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recomm | Vote Instruction | Voted | ||||||||
Copart, Inc. | CPRT | 217204106 | 02-Dec-22 | Management | Elect Director Carl D. Sparks | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 02-Dec-22 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Copart, Inc. | CPRT | 217204106 | 02-Dec-22 | Management | Ratify Ernst & Young LLP as Auditors | For | For | Yes | ||||||||
STORE Capital Corporation | STOR | 862121100 | 09-Dec-22 | Management | Approve Merger Agreement | For | For | Yes | ||||||||
STORE Capital Corporation | STOR | 862121100 | 09-Dec-22 | Management | Advisory Vote on Golden Parachutes | For | Against | Yes | ||||||||
STORE Capital Corporation | STOR | 862121100 | 09-Dec-22 | Management | Adjourn Meeting | For | For | Yes | ||||||||
UniFirst Corporation | UNF | 904708104 | 10-Jan-23 | Management | Elect Director Thomas S. Postek | For | For | Yes | ||||||||
UniFirst Corporation | UNF | 904708104 | 10-Jan-23 | Management | Elect Director Steven S. Sintros | For | For | Yes | ||||||||
UniFirst Corporation | UNF | 904708104 | 10-Jan-23 | Management | Elect Director Raymond C. Zemlin | For | For | Yes | ||||||||
UniFirst Corporation | UNF | 904708104 | 10-Jan-23 | Management | Elect Director Joseph M. Nowicki | For | For | Yes | ||||||||
UniFirst Corporation | UNF | 904708104 | 10-Jan-23 | Management | Elect Director Sergio A. Pupkin | For | For | Yes | ||||||||
UniFirst Corporation | UNF | 904708104 | 10-Jan-23 | Management | Ratify Ernst & Young LLP as Auditors | For | For | Yes | ||||||||
Post Holdings, Inc. | POST | 737446104 | 26-Jan-23 | Management | Elect Director Dorothy M. Burwell | For | For | Yes | ||||||||
Post Holdings, Inc. | POST | 737446104 | 26-Jan-23 | Management | Elect Director Robert E. Grote | For | For | Yes | ||||||||
Post Holdings, Inc. | POST | 737446104 | 26-Jan-23 | Management | Elect Director David W. Kemper | For | For | Yes | ||||||||
Post Holdings, Inc. | POST | 737446104 | 26-Jan-23 | Management | Elect Director Robert V. Vitale | For | For | Yes | ||||||||
Post Holdings, Inc. | POST | 737446104 | 26-Jan-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Post Holdings, Inc. | POST | 737446104 | 26-Jan-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
BellRing Brands, Inc. | BRBR | 07831C103 | 06-Feb-23 | Management | Elect Director Darcy H. Davenport | For | For | Yes | ||||||||
BellRing Brands, Inc. | BRBR | 07831C103 | 06-Feb-23 | Management | Elect Director Elliot H. Stein, Jr. | For | Withhold | Yes | ||||||||
BellRing Brands, Inc. | BRBR | 07831C103 | 06-Feb-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
BellRing Brands, Inc. | BRBR | 07831C103 | 06-Feb-23 | Management | Amend Omnibus Stock Plan | For | For | Yes | ||||||||
BellRing Brands, Inc. | BRBR | 07831C103 | 06-Feb-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director John P. Barnes | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director Robert T. Brady | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director Carlton J. Charles | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director Jane Chwick | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director William F. Cruger, Jr. | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director T. Jefferson Cunningham, III | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director Gary N. Geisel | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director Leslie V. Godridge | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director Rene F. Jones | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director Richard H. Ledgett, Jr. | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director Melinda R. Rich | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director Robert E. Sadler, Jr. | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director Denis J. Salamone | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director John R. Scannell | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director Rudina Seseri | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director Kirk W. Walters | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Elect Director Herbert L. Washington | For | For | Yes |
Mid Cap Core Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recomm | Vote Instruction | Voted | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Amend Omnibus Stock Plan | For | For | Yes | ||||||||
M&T Bank Corporation | MTB | 55261F104 | 18-Apr-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Churchill Downs Incorporated | CHDN | 171484108 | 25-Apr-23 | Management | Elect Director Robert L. Fealy | For | For | Yes | ||||||||
Churchill Downs Incorporated | CHDN | 171484108 | 25-Apr-23 | Management | Elect Director Douglas C. Grissom | For | For | Yes | ||||||||
Churchill Downs Incorporated | CHDN | 171484108 | 25-Apr-23 | Management | Elect Director Daniel P. Harrington | For | For | Yes | ||||||||
Churchill Downs Incorporated | CHDN | 171484108 | 25-Apr-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Churchill Downs Incorporated | CHDN | 171484108 | 25-Apr-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Churchill Downs Incorporated | CHDN | 171484108 | 25-Apr-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Open Meeting | Yes | ||||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Receive Board Report (Non-Voting) | Yes | ||||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Adopt Financial Statements and Statutory Reports | For | For | Yes | ||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Receive Explanation on Company’s Reserves and Dividend Policy | Yes | ||||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Approve Discharge of Directors | For | For | Yes | ||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Approve Appointment of Peter L. Juhas as the Person Referred to in Article 16, Paragraph 8 of the Company’s Articles of Association | For | For | Yes | ||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Ratify KPMG Accountants N.V. as Auditors | For | For | Yes | ||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Grant Board Authority to Issue Shares | For | For | Yes | ||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 8a | For | For | Yes | ||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Grant Board Authority to Issue Additional Shares and Grant Additional Rights to Subscribe for Shares | For | Against | Yes | ||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 8c | For | Against | Yes | ||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Authorize Repurchase Shares | For | For | Yes | ||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Conditional Authorization to Repurchase Additional Shares | For | For | Yes | ||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Approve Reduction in Share Capital through Cancellation of Shares | For | For | Yes | ||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Allow Questions | Yes | ||||||||||
AerCap Holdings NV | AER | N00985106 | 26-Apr-23 | Management | Open Meeting | Yes | ||||||||||
Ball Corporation | BALL | 058498106 | 26-Apr-23 | Management | Elect Director Cathy D. Ross | For | For | Yes | ||||||||
Ball Corporation | BALL | 058498106 | 26-Apr-23 | Management | Elect Director Betty J. Sapp | For | For | Yes | ||||||||
Ball Corporation | BALL | 058498106 | 26-Apr-23 | Management | Elect Director Stuart A. Taylor, II | For | For | Yes | ||||||||
Ball Corporation | BALL | 058498106 | 26-Apr-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Ball Corporation | BALL | 058498106 | 26-Apr-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Ball Corporation | BALL | 058498106 | 26-Apr-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes |
Mid Cap Core Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recomm | Vote Instruction | Voted | ||||||||
Entegris, Inc. | ENTG | 29362U104 | 26-Apr-23 | Management | Elect Director James R. Anderson | For | For | Yes | ||||||||
Entegris, Inc. | ENTG | 29362U104 | 26-Apr-23 | Management | Elect Director Rodney Clark | For | For | Yes | ||||||||
Entegris, Inc. | ENTG | 29362U104 | 26-Apr-23 | Management | Elect Director James F. Gentilcore | For | For | Yes | ||||||||
Entegris, Inc. | ENTG | 29362U104 | 26-Apr-23 | Management | Elect Director Yvette Kanouff | For | For | Yes | ||||||||
Entegris, Inc. | ENTG | 29362U104 | 26-Apr-23 | Management | Elect Director James P. Lederer | For | For | Yes | ||||||||
Entegris, Inc. | ENTG | 29362U104 | 26-Apr-23 | Management | Elect Director Bertrand Loy | For | For | Yes | ||||||||
Entegris, Inc. | ENTG | 29362U104 | 26-Apr-23 | Management | Elect Director Azita Saleki-Gerhardt | For | For | Yes | ||||||||
Entegris, Inc. | ENTG | 29362U104 | 26-Apr-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Entegris, Inc. | ENTG | 29362U104 | 26-Apr-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Entegris, Inc. | ENTG | 29362U104 | 26-Apr-23 | Management | Ratify KPMG LLP as Auditors | For | For | Yes | ||||||||
NewMarket Corporation | NEU | 651587107 | 27-Apr-23 | Management | Elect Director Mark M. Gambill | For | For | Yes | ||||||||
NewMarket Corporation | NEU | 651587107 | 27-Apr-23 | Management | Elect Director Bruce C. Gottwald | For | For | Yes | ||||||||
NewMarket Corporation | NEU | 651587107 | 27-Apr-23 | Management | Elect Director Thomas E. Gottwald | For | For | Yes | ||||||||
NewMarket Corporation | NEU | 651587107 | 27-Apr-23 | Management | Elect Director Patrick D. Hanley | For | For | Yes | ||||||||
NewMarket Corporation | NEU | 651587107 | 27-Apr-23 | Management | Elect Director H. Hiter Harris, III | For | For | Yes | ||||||||
NewMarket Corporation | NEU | 651587107 | 27-Apr-23 | Management | Elect Director James E. Rogers | For | For | Yes | ||||||||
NewMarket Corporation | NEU | 651587107 | 27-Apr-23 | Management | Elect Director Ting Xu | For | For | Yes | ||||||||
NewMarket Corporation | NEU | 651587107 | 27-Apr-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
NewMarket Corporation | NEU | 651587107 | 27-Apr-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
NewMarket Corporation | NEU | 651587107 | 27-Apr-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
NewMarket Corporation | NEU | 651587107 | 27-Apr-23 | Management | Approve Omnibus Stock Plan | For | For | Yes | ||||||||
NewMarket Corporation | NEU | 651587107 | 27-Apr-23 | Shareholder | Publication of GHG Emissions and Setting Short-, Medium- and Long-Term Emission Reduction Targets to Align Business Activities with Net Zero Emissions by 2050 in Line with the Paris Climate Agreement | Against | Against | Yes | ||||||||
Black Knight, Inc. | BKI | 09215C105 | 28-Apr-23 | Management | Approve Merger Agreement | For | For | Yes | ||||||||
Black Knight, Inc. | BKI | 09215C105 | 28-Apr-23 | Management | Advisory Vote on Golden Parachutes | For | Against | Yes | ||||||||
Black Knight, Inc. | BKI | 09215C105 | 28-Apr-23 | Management | Adjourn Meeting | For | For | Yes | ||||||||
Allison Transmission Holdings, Inc. | ALSN | 01973R101 | 03-May-23 | Management | Elect Director Judy L. Altmaier | For | For | Yes | ||||||||
Allison Transmission Holdings, Inc. | ALSN | 01973R101 | 03-May-23 | Management | Elect Director D. Scott Barbour | For | For | Yes | ||||||||
Allison Transmission Holdings, Inc. | ALSN | 01973R101 | 03-May-23 | Management | Elect Director Philip J. Christman | For | For | Yes | ||||||||
Allison Transmission Holdings, Inc. | ALSN | 01973R101 | 03-May-23 | Management | Elect Director David C. Everitt | For | For | Yes | ||||||||
Allison Transmission Holdings, Inc. | ALSN | 01973R101 | 03-May-23 | Management | Elect Director David S. Graziosi | For | For | Yes | ||||||||
Allison Transmission Holdings, Inc. | ALSN | 01973R101 | 03-May-23 | Management | Elect Director Carolann I. Haznedar | For | For | Yes | ||||||||
Allison Transmission Holdings, Inc. | ALSN | 01973R101 | 03-May-23 | Management | Elect Director Richard P. Lavin | For | For | Yes | ||||||||
Allison Transmission Holdings, Inc. | ALSN | 01973R101 | 03-May-23 | Management | Elect Director Sasha Ostojic | For | For | Yes | ||||||||
Allison Transmission Holdings, Inc. | ALSN | 01973R101 | 03-May-23 | Management | Elect Director Gustave F. Perna | For | For | Yes | ||||||||
Allison Transmission Holdings, Inc. | ALSN | 01973R101 | 03-May-23 | Management | Elect Director Krishna Shivram | For | For | Yes | ||||||||
Allison Transmission Holdings, Inc. | ALSN | 01973R101 | 03-May-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Allison Transmission Holdings, Inc. | ALSN | 01973R101 | 03-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes |
Mid Cap Core Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recomm | Vote Instruction | Voted | ||||||||
AptarGroup, Inc. | ATR | 038336103 | 03-May-23 | Management | Elect Director George L. Fotiades | For | For | Yes | ||||||||
AptarGroup, Inc. | ATR | 038336103 | 03-May-23 | Management | Elect Director Candace Matthews | For | For | Yes | ||||||||
AptarGroup, Inc. | ATR | 038336103 | 03-May-23 | Management | Elect Director B. Craig Owens | For | For | Yes | ||||||||
AptarGroup, Inc. | ATR | 038336103 | 03-May-23 | Management | Elect Director Julie Xing | For | For | Yes | ||||||||
AptarGroup, Inc. | ATR | 038336103 | 03-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
AptarGroup, Inc. | ATR | 038336103 | 03-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
AptarGroup, Inc. | ATR | 038336103 | 03-May-23 | Management | Amend Omnibus Stock Plan | For | For | Yes | ||||||||
AptarGroup, Inc. | ATR | 038336103 | 03-May-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Pool Corporation | POOL | 73278L105 | 03-May-23 | Management | Elect Director Peter D. Arvan | For | For | Yes | ||||||||
Pool Corporation | POOL | 73278L105 | 03-May-23 | Management | Elect Director Martha “Marty” S. Gervasi | For | For | Yes | ||||||||
Pool Corporation | POOL | 73278L105 | 03-May-23 | Management | Elect Director James “Jim” D. Hope | For | For | Yes | ||||||||
Pool Corporation | POOL | 73278L105 | 03-May-23 | Management | Elect Director Debra S. Oler | For | For | Yes | ||||||||
Pool Corporation | POOL | 73278L105 | 03-May-23 | Management | Elect Director Manuel J. Perez de la Mesa | For | For | Yes | ||||||||
Pool Corporation | POOL | 73278L105 | 03-May-23 | Management | Elect Director Carlos A. Sabater | For | For | Yes | ||||||||
Pool Corporation | POOL | 73278L105 | 03-May-23 | Management | Elect Director Robert C. Sledd | For | For | Yes | ||||||||
Pool Corporation | POOL | 73278L105 | 03-May-23 | Management | Elect Director John E. Stokely | For | For | Yes | ||||||||
Pool Corporation | POOL | 73278L105 | 03-May-23 | Management | Elect Director David G. Whalen | For | For | Yes | ||||||||
Pool Corporation | POOL | 73278L105 | 03-May-23 | Management | Ratify Ernst & Young LLP as Auditors | For | For | Yes | ||||||||
Pool Corporation | POOL | 73278L105 | 03-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Pool Corporation | POOL | 73278L105 | 03-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Elect Director Bradley A. Alford | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Elect Director Orlando D. Ashford | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Elect Director Katherine C. Doyle | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Elect Director Adriana Karaboutis | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Elect Director Murray S. Kessler | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Elect Director Jeffrey B. Kindler | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Elect Director Erica L. Mann | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Elect Director Albert A. Manzone | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Elect Director Donal O’Connor | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Elect Director Geoffrey M. Parker | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Authorise Issue of Equity | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Authorize Issuance of Equity without Preemptive Rights | For | For | Yes | ||||||||
Perrigo Company plc | PRGO | G97822103 | 04-May-23 | Management | Approve Creation of Distributable Reserves | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Thomas J. Aaron | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Nancy C. Benacci | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Linda W. Clement-Holmes | For | For | Yes |
Mid Cap Core Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recomm | Vote Instruction | Voted | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Dirk J. Debbink | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Steven J. Johnston | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Jill P. Meyer | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director David P. Osborn | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Gretchen W. Schar | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Charles O. Schiff | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Douglas S. Skidmore | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director John F. Steele, Jr. | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Elect Director Larry R. Webb | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Amend Code of Regulations | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Cincinnati Financial Corporation | CINF | 172062101 | 06-May-23 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Management | Elect Director Alan S. Batey | For | For | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Management | Elect Director Kevin L. Beebe | For | For | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Management | Elect Director Liam K. Griffin | For | For | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Management | Elect Director Eric J. Guerin | For | For | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Management | Elect Director Christine King | For | For | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Management | Elect Director Suzanne E. McBride | For | For | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Management | Elect Director David P. McGlade | For | For | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Management | Elect Director Robert A. Schriesheim | For | For | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Management | Elect Director Maryann Turcke | For | For | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Management | Ratify KPMG LLP as Auditors | For | For | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Management | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | For | For | Yes | ||||||||
Skyworks Solutions, Inc. | SWKS | 83088M102 | 10-May-23 | Shareholder | Adopt Simple Majority Vote | None | For | Yes | ||||||||
Vulcan Materials Company | VMC | 929160109 | 12-May-23 | Management | Elect Director Melissa H. Anderson | For | For | Yes | ||||||||
Vulcan Materials Company | VMC | 929160109 | 12-May-23 | Management | Elect Director O. B. Grayson Hall, Jr. | For | For | Yes | ||||||||
Vulcan Materials Company | VMC | 929160109 | 12-May-23 | Management | Elect Director Lydia H. Kennard | For | For | Yes | ||||||||
Vulcan Materials Company | VMC | 929160109 | 12-May-23 | Management | Elect Director James T. Prokopanko | For | For | Yes | ||||||||
Vulcan Materials Company | VMC | 929160109 | 12-May-23 | Management | Elect Director George Willis | For | For | Yes | ||||||||
Vulcan Materials Company | VMC | 929160109 | 12-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Vulcan Materials Company | VMC | 929160109 | 12-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Vulcan Materials Company | VMC | 929160109 | 12-May-23 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Elect Director Brandon B. Boze | For | For | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Elect Director Beth F. Cobert | For | For | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Elect Director Reginald H. Gilyard | For | For | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Elect Director Shira D. Goodman | For | For | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Elect Director E.M. Blake Hutcheson | For | For | Yes |
Mid Cap Core Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recomm | Vote Instruction | Voted | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Elect Director Christopher T. Jenny | For | For | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Elect Director Gerardo I. Lopez | For | For | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Elect Director Susan Meaney | For | For | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Elect Director Oscar Munoz | For | For | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Elect Director Robert E. Sulentic | For | For | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Elect Director Sanjiv Yajnik | For | For | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Ratify KPMG LLP as Auditors | For | For | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
CBRE Group, Inc. | CBRE | 12504L109 | 17-May-23 | Shareholder | Adopt Share Retention Policy For Senior Executives | Against | For | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Elect Director Sherry A. Aaholm | For | For | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Elect Director David S. Congdon | For | For | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Elect Director John R. Congdon, Jr. | For | For | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Elect Director Andrew S. Davis | For | For | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Elect Director Bradley R. Gabosch | For | For | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Elect Director Greg C. Gantt | For | For | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Elect Director Patrick D. Hanley | For | For | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Elect Director John D. Kasarda | For | For | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Elect Director Wendy T. Stallings | For | For | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Elect Director Thomas A. Stith, III | For | For | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Elect Director Leo H. Suggs | For | For | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Old Dominion Freight Line, Inc. | ODFL | 679580100 | 17-May-23 | Management | Ratify Ernst & Young LLP as Auditors | For | For | Yes | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Management | Elect Director Nancy A. Altobello | For | For | Yes | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Management | Elect Director David P. Falck | For | For | Yes | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Management | Elect Director Edward G. Jepsen | For | For | Yes | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Management | Elect Director Rita S. Lane | For | For | Yes | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Management | Elect Director Robert A. Livingston | For | For | Yes | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Management | Elect Director Martin H. Loeffler | For | For | Yes | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Management | Elect Director R. Adam Norwitt | For | For | Yes | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Management | Elect Director Prahlad Singh | For | For | Yes | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Management | Elect Director Anne Clarke Wolff | For | For | Yes | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Shareholder | Report on Political Contributions and Expenditures | Against | Against | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Elect Director Michael R. Burns | For | For | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Elect Director Hope F. Cochran | For | For | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Elect Director Christian P. Cocks | For | For | Yes |
Mid Cap Core Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recomm | Vote Instruction | Voted | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Elect Director Lisa Gersh | For | For | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Elect Director Elizabeth Hamren | For | For | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Elect Director Blake Jorgensen | For | For | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Elect Director Tracy A. Leinbach | For | For | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Elect Director Laurel J. Richie | For | For | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Elect Director Richard S. Stoddart | For | For | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Elect Director Mary Beth West | For | For | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Elect Director Linda Zecher Higgins | For | For | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Amend Omnibus Stock Plan | For | For | Yes | ||||||||
Hasbro, Inc. | HAS | 418056107 | 18-May-23 | Management | Ratify KPMG LLP as Auditors | For | For | Yes | ||||||||
Lennox International Inc. | LII | 526107107 | 18-May-23 | Management | Elect Director Janet K. Cooper | For | For | Yes | ||||||||
Lennox International Inc. | LII | 526107107 | 18-May-23 | Management | Elect Director John W. Norris, III | For | For | Yes | ||||||||
Lennox International Inc. | LII | 526107107 | 18-May-23 | Management | Elect Director Karen H. Quintos | For | For | Yes | ||||||||
Lennox International Inc. | LII | 526107107 | 18-May-23 | Management | Elect Director Shane D. Wall | For | For | Yes | ||||||||
Lennox International Inc. | LII | 526107107 | 18-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Lennox International Inc. | LII | 526107107 | 18-May-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Lennox International Inc. | LII | 526107107 | 18-May-23 | Management | Ratify KPMG LLP as Auditors | For | For | Yes | ||||||||
Otis Worldwide Corporation | OTIS | 68902V107 | 18-May-23 | Management | Elect Director Jeffrey H. Black | For | For | Yes | ||||||||
Otis Worldwide Corporation | OTIS | 68902V107 | 18-May-23 | Management | Elect Director Nelda J. Connors | For | For | Yes | ||||||||
Otis Worldwide Corporation | OTIS | 68902V107 | 18-May-23 | Management | Elect Director Kathy Hopinkah Hannan | For | For | Yes | ||||||||
Otis Worldwide Corporation | OTIS | 68902V107 | 18-May-23 | Management | Elect Director Shailesh G. Jejurikar | For | For | Yes | ||||||||
Otis Worldwide Corporation | OTIS | 68902V107 | 18-May-23 | Management | Elect Director Christopher J. Kearney | For | For | Yes | ||||||||
Otis Worldwide Corporation | OTIS | 68902V107 | 18-May-23 | Management | Elect Director Judith F. Marks | For | For | Yes | ||||||||
Otis Worldwide Corporation | OTIS | 68902V107 | 18-May-23 | Management | Elect Director Harold W. McGraw, III | For | For | Yes | ||||||||
Otis Worldwide Corporation | OTIS | 68902V107 | 18-May-23 | Management | Elect Director Margaret M. V. Preston | For | For | Yes | ||||||||
Otis Worldwide Corporation | OTIS | 68902V107 | 18-May-23 | Management | Elect Director Shelley Stewart, Jr. | For | For | Yes | ||||||||
Otis Worldwide Corporation | OTIS | 68902V107 | 18-May-23 | Management | Elect Director John H. Walker | For | For | Yes | ||||||||
Otis Worldwide Corporation | OTIS | 68902V107 | 18-May-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Otis Worldwide Corporation | OTIS | 68902V107 | 18-May-23 | Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | ||||||||
Otis Worldwide Corporation | OTIS | 68902V107 | 18-May-23 | Shareholder | Require Independent Board Chair | Against | Against | Yes | ||||||||
Moelis & Company | MC | 60786M105 | 08-Jun-23 | Management | Elect Director Kenneth Moelis | For | For | Yes | ||||||||
Moelis & Company | MC | 60786M105 | 08-Jun-23 | Management | Elect Director Eric Cantor | For | For | Yes | ||||||||
Moelis & Company | MC | 60786M105 | 08-Jun-23 | Management | Elect Director John A. Allison, IV | For | For | Yes | ||||||||
Moelis & Company | MC | 60786M105 | 08-Jun-23 | Management | Elect Director Kenneth L. Shropshire | For | For | Yes | ||||||||
Moelis & Company | MC | 60786M105 | 08-Jun-23 | Management | Elect Director Laila Worrell | For | For | Yes | ||||||||
Moelis & Company | MC | 60786M105 | 08-Jun-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Moelis & Company | MC | 60786M105 | 08-Jun-23 | Management | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Management | Elect Director Richard W. Dreiling | For | For | Yes |
Mid Cap Core Portfolio I
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Text | Mgmt Recomm | Vote Instruction | Voted | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Management | Elect Director Cheryl W. Grise | For | For | Yes | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Management | Elect Director Daniel J. Heinrich | For | For | Yes | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Management | Elect Director Paul C. Hilal | For | For | Yes | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Management | Elect Director Edward J. Kelly, III | For | For | Yes | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Management | Elect Director Mary A. Laschinger | For | For | Yes | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Management | Elect Director Jeffrey G. Naylor | For | For | Yes | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Management | Elect Director Winnie Y. Park | For | For | Yes | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Management | Elect Director Bertram L. Scott | For | For | Yes | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Management | Elect Director Stephanie P. Stahl | For | For | Yes | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Management | Ratify KPMG LLP as Auditors | For | For | Yes | ||||||||
Dollar Tree, Inc. | DLTR | 256746108 | 13-Jun-23 | Shareholder | Report on Economic and Social Risks of Compensation and Workforce Practices and Any Impact on Diversified Shareholders | Against | Against | Yes | ||||||||
Armstrong World Industries, Inc. | AWI | 04247X102 | 15-Jun-23 | Management | Elect Director Victor D. Grizzle | For | For | Yes | ||||||||
Armstrong World Industries, Inc. | AWI | 04247X102 | 15-Jun-23 | Management | Elect Director Richard D. Holder | For | For | Yes | ||||||||
Armstrong World Industries, Inc. | AWI | 04247X102 | 15-Jun-23 | Management | Elect Director Barbara L. Loughran | For | For | Yes | ||||||||
Armstrong World Industries, Inc. | AWI | 04247X102 | 15-Jun-23 | Management | Elect Director James C. Melville | For | For | Yes | ||||||||
Armstrong World Industries, Inc. | AWI | 04247X102 | 15-Jun-23 | Management | Elect Director William H. Osborne | For | For | Yes | ||||||||
Armstrong World Industries, Inc. | AWI | 04247X102 | 15-Jun-23 | Management | Elect Director Wayne R. Shurts | For | For | Yes | ||||||||
Armstrong World Industries, Inc. | AWI | 04247X102 | 15-Jun-23 | Management | Elect Director Roy W. Templin | For | For | Yes | ||||||||
Armstrong World Industries, Inc. | AWI | 04247X102 | 15-Jun-23 | Management | Elect Director Cherryl T. Thomas | For | For | Yes | ||||||||
Armstrong World Industries, Inc. | AWI | 04247X102 | 15-Jun-23 | Management | Ratify KPMG LLP as Auditors | For | For | Yes | ||||||||
Armstrong World Industries, Inc. | AWI | 04247X102 | 15-Jun-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | ||||||||
Armstrong World Industries, Inc. | AWI | 04247X102 | 15-Jun-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Elect Director Peter J. Bensen | For | For | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Elect Director Ronald E. Blaylock | For | For | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Elect Director Sona Chawla | For | For | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Elect Director Thomas J. Folliard | For | For | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Elect Director Shira Goodman | For | For | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Elect Director David W. McCreight | For | For | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Elect Director William D. Nash | For | For | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Elect Director Mark F. O’Neil | For | For | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Elect Director Pietro Satriano | For | For | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Elect Director Marcella Shinder | For | For | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Elect Director Mitchell D. Steenrod | For | For | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Ratify KPMG LLP as Auditors | For | For | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | ||||||||
CarMax, Inc. | KMX | 143130102 | 27-Jun-23 | Management | Amend Omnibus Stock Plan | For | For | Yes |
Vote Summary Report
July 1, 2022 – June 30, 2023
Small Cap Core Portfolio I
Vote Summary
RADA ELECTRONIC INDUSTRIES LTD.
Security | M81863124 | Meeting Type | Annual | |||
Ticker Symbol | RADA | Meeting Date | 14-Jul-2022 | |||
ISIN | IL0010826506 | Agenda | 935659764 - Management | |||
Record Date | 16-May-2022 | Holding Recon Date | 16-May-2022 | |||
City / Country | / Israel | Vote Deadline Date | 12-Jul-2022 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Re-election of Director for term expiring at 2023 Annual General Meeting: YOSSI BEN SHALOM | Management | For | For | ||||
1b. | Re-election of Director for term expiring at 2023 Annual General Meeting: JOSEPH WEISS | Management | For | For | ||||
1c. | Re-election of Director for term expiring at 2023 Annual General Meeting: ALON DUMANIS | Management | For | For | ||||
1d. | Re-election of Director for term expiring at 2023 Annual General Meeting: GUY ZUR | Management | For | For | ||||
1e. | Re-election of Director for term expiring at 2023 Annual General Meeting: OFRA BROWN | Management | For | For | ||||
2. | To approve the terms of service including a grant of options to purchase the Company’s shares to certain directors. | Management | For | For | ||||
3. | To approve the grant of options to purchase the Company’s shares to Mr. Yossi Ben Shalom, the Chairman of the Company’s Board of Directors. | Management | For | For | ||||
4. | To approve a grant of options to purchase the Company’s shares to Mr. Dov Sella, the Company’s Chief Executive Officer. | Management | For | For | ||||
4a. | Are you (a) a controlling shareholder of the Company; or (b) do you have a personal interest in the approval of Item 4 as such terms are explained in the proxy statement? “for” = yes or “against” = no. | Management | No Action | |||||
5. | To approve a grant of options to purchase our shares to certain executive officers. | Management | For | For | ||||
6. | To ratify and approve the reappointment of Kost Forer Gabbay & Kasierer, registered public accounting firm, a member firm of Ernst & Young Global, as the Company’s independent registered public accountants for the year ending December 31, 2022 and to authorize the Company’s Board of Directors to determine their compensation based on the recommendation of the Company’s Audit Committee. | Management | For | For |
Page 1 of 50 | 21-Jul-2023 |
Vote Summary
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 4,450 | 0 | 15-Jun-2022 | 15-Jun-2022 |
Page 2 of 50 | 21-Jul-2023 |
Vote Summary
WNS (HOLDINGS) LIMITED
Security | 92932M101 | Meeting Type | Annual | |||
Ticker Symbol | WNS | Meeting Date | 22-Sep-2022 | |||
ISIN | US92932M1018 | Agenda | 935703430 - Management | |||
Record Date | 18-Aug-2022 | Holding Recon Date | 18-Aug-2022 | |||
City / Country | / United States | Vote Deadline Date | 12-Sep-2022 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | Adoption of the audited annual accounts of the Company for the financial year ended March 31, 2022, together with the auditors’ report. | Management | For | For | ||||
2. | Re-appointment of Grant Thornton Bharat LLP as the auditors of the Company. | Management | For | For | ||||
3. | Approval of auditors’ remuneration for the financial year ending March 31, 2023. | Management | For | For | ||||
4. | Re-election of the Class I Director, Mr. Timothy L Main. | Management | For | For | ||||
5. | Re-election of the Class I Director, Ms. Thi Nhuoc Lan Tu. | Management | For | For | ||||
6. | Re-election of the Class I Director, Mr. Mario P Vitale. | Management | For | For | ||||
7. | Re-election of the Class I Director Mr. Gareth Williams to serve until the end of his term on December 31, 2022. | Management | For | For | ||||
8. | Approval of Directors’ remuneration for the period from the Annual General Meeting until the next annual general meeting of the Company to be held in respect of the financial year ending March 31, 2023. | Management | For | For | ||||
9. | Increase in the ordinary shares/American Depositary Shares (“ADSs”) to be available or reserved for grant under the Company’s 2016 Incentive Award Plan as may be amended and restated pursuant to and in accordance with the terms thereof, the 2016 Incentive Award Plan or (“the Plan”) by 2.2 million ordinary shares/ADSs, (representing 4.57 % of the total outstanding share capital as on June 30, 2022 excluding treasury shares) and adoption of the Company’s Fourth Amended and ...(due to space limits, see proxy material for full proposal). | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 580 | 0 | 15-Sep-2022 | 15-Sep-2022 |
Page 3 of 50 | 21-Jul-2023 |
Vote Summary
JAMES RIVER GROUP HOLDINGS, LTD.
Security | G5005R107 | Meeting Type | Annual | |||
Ticker Symbol | JRVR | Meeting Date | 25-Oct-2022 | |||
ISIN | BMG5005R1079 | Agenda | 935711766 - Management | |||
Record Date | 01-Sep-2022 | Holding Recon Date | 01-Sep-2022 | |||
City / Country | / Bermuda | Vote Deadline Date | 24-Oct-2022 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | DIRECTOR | Management | ||||||
1 Peter B. Migliorato* | For | For | ||||||
2 Ollie L. Sherman Jr.* | For | For | ||||||
3 Kirstin M. Gould+ | For | For | ||||||
4 Michael T. Oakes# | For | For | ||||||
2. | To approve a proposal to amend the Third Amended and Restated Bye-laws of the Company (the “Bye-laws”) to declassify the Board of Directors. | Management | For | For | ||||
3. | To approve the re-appointment of Ernst & Young LLP, an independent registered public accounting firm, as our independent auditor to serve until the 2023 annual general meeting of shareholders and authorization of our Board of Directors, acting by the Audit Committee, to determine the independent auditor’s remuneration. | Management | For | For | ||||
4. | To approve, on a non-binding, advisory basis, the 2021 compensation of our named executive officers. | Management | For | For | ||||
5. | To approve a proposal to amend the Bye-laws to implement majority voting in uncontested director elections. | Management | For | For | ||||
6. | To approve a proposal to amend the Bye-laws to provide a range in the size of the Board of Directors of 5 to 15 directors, with the exact number to be determined by the Board of Directors from time to time. | Management | For | For | ||||
7. | To approve a proposal to amend the Bye-laws to remove supermajority voting requirements for the amendment of certain provisions of the Bye-laws and the Memorandum of Association. | Management | For | For | ||||
8. | To approve a proposal to amend the Bye-laws to provide that shareholder approval of mergers and amalgamations shall require approval of a majority of the voting power attached to all issued and outstanding shares entitled to a vote at a general or special meeting at which a quorum is present. | Management | For | For | ||||
9. | To approve a proposal to amend the Bye-laws to remove the voting cutback and pass-through voting with respect to our subsidiaries. | Management | For | For | ||||
10. | To approve a proposal to amend the Bye-laws to remove provisions pertaining to our former largest shareholders. | Management | For | For | ||||
11. | To approve a proposal to amend the Bye-laws for general updates. | Management | For | For | ||||
12. | To approve a proposal to amend the James River Group Holdings, Ltd. 2014 Long-Term Incentive Plan. | Management | For | For |
Page 4 of 50 | 21-Jul-2023 |
Vote Summary
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,940 | 0 | 06-Oct-2022 | 06-Oct-2022 |
Page 5 of 50 | 21-Jul-2023 |
Vote Summary
MERCURY SYSTEMS, INC.
Security | 589378108 | Meeting Type | Annual | |||
Ticker Symbol | MRCY | Meeting Date | 26-Oct-2022 | |||
ISIN | US5893781089 | Agenda | 935714661 - Management | |||
Record Date | 24-Aug-2022 | Holding Recon Date | 24-Aug-2022 | |||
City / Country | / United States | Vote Deadline Date | 25-Oct-2022 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1.1 | Election of Class I Director to serve for a three-year term: William L. Ballhaus | Management | For | For | ||||
1.2 | Election of Class I Director to serve for a three-year term: Lisa S. Disbrow | Management | For | For | ||||
1.3 | Election of Class I Director to serve for a three-year term: Howard L. Lance | Management | For | For | ||||
2. | To approve, on an advisory basis, the compensation of our named executive officers. | Management | Against | Against | ||||
3. | To approve our amended and restated 2018 stock incentive plan. | Management | For | For | ||||
4. | To ratify the appointment of KPMG LLP as our independent registered public accounting firm for fiscal 2023. | Management | For | For | ||||
5. | To consider and act upon any other business that may properly come before the meeting or any adjournment or postponement of the meeting. | Management | Against | Against |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 -10228s | JPMORGAN | 980 | 0 | 06-Oct-2022 | 06-Oct-2022 |
Page 6 of 50 | 21-Jul-2023 |
Vote Summary
THE HAIN CELESTIAL GROUP, INC.
Security | 405217100 | Meeting Type | Annual | |||
Ticker Symbol | HAIN | Meeting Date | 17-Nov-2022 | |||
ISIN | US4052171000 | Agenda | 935716261 - Management | |||
Record Date | 20-Sep-2022 | Holding Recon Date | 20-Sep-2022 | |||
City / Country | / United States | Vote Deadline Date | 16-Nov-2022 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Director: Richard A. Beck | Management | For | For | ||||
1b. | Election of Director: Celeste A. Clark | Management | For | For | ||||
1c. | Election of Director: Dean Hollis | Management | For | For | ||||
1d. | Election of Director: Shervin J. Korangy | Management | For | For | ||||
1e. | Election of Director: Mark L. Schiller | Management | For | For | ||||
1f. | Election of Director: Michael B. Sims | Management | For | For | ||||
1g. | Election of Director: Carlyn R. Taylor | Management | For | For | ||||
1h. | Election of Director: Dawn M. Zier | Management | For | For | ||||
2. | Proposal to approve, on an advisory basis, named executive officer compensation. | Management | For | For | ||||
3. | Proposal to ratify the appointment of Ernst & Young LLP to act as registered independent accountants of the Company for the fiscal year ending June 30, 2023. | Management | For | For | ||||
4. | Proposal to approve the 2022 Long Term Incentive and Stock Award Plan. | Management | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable | Vote Date | Date | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,640 | 0 | 01-Nov-2022 | 01-Nov-2022 |
Page 7 of 50 | 21-Jul-2023 |
Vote Summary
INNOVAGE HOLDING CORP.
Security | 45784A104 | Meeting Type | Annual | |||
Ticker Symbol | INNV | Meeting Date | 13-Dec-2022 | |||
ISIN | US45784A1043 | Agenda | 935726274 - Management | |||
Record Date | 21-Oct-2022 | Holding Recon Date | 21-Oct-2022 | |||
City / Country | / United States | Vote Deadline Date | 12-Dec-2022 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against | ||||
1a. | Election of Director: James Carlson | Management | For | For | ||||
1b. | Election of Director: Caroline Dechert | Management | For | For | ||||
1c. | Election of Director: Pavithra Mahesh | Management | For | For | ||||
1d. | Election of Director: Richard Zoretic | Management | For | For | ||||
2. | The ratification of the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the year ending June 30, 2023. | Management | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 9,010 | 0 | 30-Nov-2022 | 30-Nov-2022 |
Page 8 of 50 | 21-Jul-2023 |
Vote Summary
CERENCE INC.
Security | 156727109 | Meeting Type | Annual | |||
Ticker Symbol | CRNC | Meeting Date | 09-Feb-2023 | |||
ISIN | US1567271093 | Agenda | 935752661 - Management | |||
Record Date | 12-Dec-2022 | Holding Recon Date | 12-Dec-2022 | |||
City / Country | / United States | Vote Deadline Date | 08-Feb-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1.1 | Election of Class III Director: Arun Sarin | Management | For | For | ||||
1.2 | Election of Class III Director: Kristi Ann Matus | Management | For | For | ||||
1.3 | Election of Class III Director: Stefan Ortmanns | Management | For | For | ||||
1.4 | Election of Class III Director: Sanjay Jha | Management | For | For | ||||
1.5 | Election of Class III Director: Marianne Budnik | Management | For | For | ||||
1.6 | Election of Class III Director: Alfred Nietzel | Management | For | For | ||||
1.7 | Election of Class III Director: Douglas Davis | Management | For | For | ||||
1.8 | Election of Class III Director: Thomas Beaudoin | Management | For | For | ||||
2. | Ratification of the appointment of BDO USA, LLP as the Company’s independent registered public accounting firm for the fiscal year ending September 30, 2023. | Management | For | For | ||||
3. | Approval, on a non-binding, advisory basis, of the compensation of the Company’s named executive officers, as disclosed in the proxy statement. | Management | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,780 | 0 | 30-Jan-2023 | 30-Jan-2023 |
Page 9 of 50 | 21-Jul-2023 |
Vote Summary
JOHNSON OUTDOORS INC.
Security | 479167108 | Meeting Type | Annual | |||
Ticker Symbol | JOUT | Meeting Date | 01-Mar-2023 | |||
ISIN | US4791671088 | Agenda | 935755883 - Management | |||
Record Date | 21-Dec-2022 | Holding Recon Date | 21-Dec-2022 | |||
City / Country | / United States | Vote Deadline Date | 28-Feb-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | DIRECTOR | Management | ||||||
1 Paul G. Alexander | For | For | ||||||
2 John M. Fahey, Jr. | For | For | ||||||
2. | To ratify the appointment of RSM US LLP, an independent registered public accounting firm, as auditors of the Company for its fiscal year ending September 29, 2023. | Management | For | For | ||||
3. | To approve a non-binding advisory proposal on executive compensation. | Management | For | For | ||||
4. | To approve a non-binding advisory proposal on the frequency of future advisory votes on executive compensation. | Management | 1 Year | For | ||||
5. | To consider and act on a proposal to adopt and approve the Johnson Outdoors Inc. 2023 Non-Employee Director Stock Ownership Plan. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 910 | 0 | 09-Feb-2023 | 09-Feb-2023 |
Page 10 of 50 | 21-Jul-2023 |
Vote Summary
M.D.C. HOLDINGS, INC.
Security | 552676108 | Meeting Type | Annual | |||
Ticker Symbol | MDC | Meeting Date | 17-Apr-2023 | |||
ISIN | US5526761086 | Agenda | 935773451 - Management | |||
Record Date | 17-Feb-2023 | Holding Recon Date | 17-Feb-2023 | |||
City / Country | / United States | Vote Deadline Date | 14-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | DIRECTOR | Management | ||||||
1 Rafay Farooqui | For | For | ||||||
2 David D. Mandarich | For | For | ||||||
3 Paris G. Reece III | For | For | ||||||
4 David Siegel | For | For | ||||||
2. | To approve an advisory proposal regarding the compensation of the Company’s named executive officers (Say on Pay). | Management | Against | Against | ||||
3. | An advisory vote regarding the frequency of submission to shareholders of advisory “Say on Pay” proposals. | Management | 1 Year | For | ||||
4. | To approve an amendment to the M.D.C. Holdings, Inc. 2021 Equity Incentive Plan to increase the shares authorized for issuance under the plan. | Management | For | For | ||||
5. | To ratify the selection of Ernst & Young LLP as the Company’s independent registered public accounting firm for the 2023 fiscal year. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,410 | 0 | 10-Apr-2023 | 10-Apr-2023 |
Page 11 of 50 | 21-Jul-2023 |
Vote Summary
TEXAS CAPITAL BANCSHARES, INC.
Security | 88224Q107 | Meeting Type | Annual | |||
Ticker Symbol | TCBI | Meeting Date | 18-Apr-2023 | |||
ISIN | US88224Q1076 | Agenda | 935771318 - Management | |||
Record Date | 22-Feb-2023 | Holding Recon Date | 22-Feb-2023 | |||
City / Country | / United States | Vote Deadline Date | 17-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Director: Paola M. Arbour | Management | For | For | ||||
1b. | Election of Director: Jonathan E. Baliff | Management | For | For | ||||
1c. | Election of Director: James H. Browning | Management | For | For | ||||
1d. | Election of Director: Rob C. Holmes | Management | For | For | ||||
1e. | Election of Director: David S. Huntley | Management | For | For | ||||
1f. | Election of Director: Charles S. Hyle | Management | For | For | ||||
1g. | Election of Director: Thomas E. Long | Management | For | For | ||||
1h. | Election of Director: Elysia Holt Ragusa | Management | For | For | ||||
1i. | Election of Director: Steven P. Rosenberg | Management | For | For | ||||
1j. | Election of Director: Robert W. Stallings | Management | For | For | ||||
1k. | Election of Director: Dale W. Tremblay | Management | For | For | ||||
2. | Ratification of the Appointment of Ernst & Young LLP as the Company’s Independent Registered Public Accounting Firm. | Management | For | For | ||||
3. | Advisory Approval of the Company’s Executive Compensation. | Management | For | For | ||||
4. | Advisory Approval of Say on Pay Frequency. | Management | 1 Year | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 900 | 0 | 11-Apr-2023 | 11-Apr-2023 |
Page 12 of 50 | 21-Jul-2023 |
Vote Summary
PROSPERITY BANCSHARES, INC.
Security | 743606105 | Meeting Type | Annual | |||
Ticker Symbol | PB | Meeting Date | 18-Apr-2023 | |||
ISIN | US7436061052 | Agenda | 935786585 - Management | |||
Record Date | 27-Feb-2023 | Holding Recon Date | 27-Feb-2023 | |||
City / Country | / United States | Vote Deadline Date | 17-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1.1 | Election of Class I Director to serve until the Company’s 2026 annual meeting of shareholders: Kevin J. Hanigan | Management | For | For | ||||
1.2 | Election of Class I Director to serve until the Company’s 2026 annual meeting of shareholders: William T. Luedke IV | Management | For | For | ||||
1.3 | Election of Class I Director to serve until the Company’s 2026 annual meeting of shareholders: Perry Mueller, Jr. | Management | For | For | ||||
1.4 | Election of Class I Director to serve until the Company’s 2026 annual meeting of shareholders: Harrison Stafford II | Management | For | For | ||||
1.5 | Election of Class II Director to serve until the Company’s 2024 annual meeting of shareholders: Laura Murillo | Management | For | For | ||||
1.6 | Election of Class III Director to serve until the Company’s 2025 annual meeting of shareholders: Ileana Blanco | Management | For | For | ||||
2. | Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for the year ending December 31, 2023. | Management | For | For | ||||
3. | Advisory approval of the compensation of the Company’s named executive officers (“Say-On-Pay”). | Management | For | For | ||||
4. | Advisory approval of the frequency of future advisory votes on executive compensation (“Say-On-Frequency”). | Management | 1 Year | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 700 | 0 | 13-Apr-2023 | 13-Apr-2023 |
Page 13 of 50 | 21-Jul-2023 |
Vote Summary
RAMBUS INC.
Security | 750917106 | Meeting Type | Annual | |||
Ticker Symbol | RMBS | Meeting Date | 27-Apr-2023 | |||
ISIN | US7509171069 | Agenda | 935779794 - Management | |||
Record Date | 03-Mar-2023 | Holding Recon Date | 03-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 26-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Class II Director: Emiko Higashi | Management | For | For | ||||
1b. | Election of Class II Director: Steven Laub | Management | For | For | ||||
1c. | Election of Class II Director: Eric Stang | Management | For | For | ||||
2. | Ratification of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For | ||||
3. | Advisory vote to approve named executive officer compensation. | Management | For | For | ||||
4. | Advisory vote on the frequency of holding an advisory vote on named executed officer compensation. | Management | 1 Year | For | ||||
5. | Amendment of the Rambus 2015 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 5,210,000 and adopt a new ten-year term. | Management | For | For | ||||
6. | Amendment and restatement of the Company’s Amended and Restated Certificate of Incorporation, as amended, to reflect recently adopted Delaware law provisions regarding officer exculpation. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,200 | 0 | 25-Apr-2023 | 25-Apr-2023 |
Page 14 of 50 | 21-Jul-2023 |
Vote Summary
ADVANCED ENERGY INDUSTRIES, INC.
Security | 007973100 | Meeting Type | Annual | |||
Ticker Symbol | AEIS | Meeting Date | 27-Apr-2023 | |||
ISIN | US0079731008 | Agenda | 935781395 - Management | |||
Record Date | 08-Mar-2023 | Holding Recon Date | 08-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 26-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Director: Grant H. Beard (Chairman) | Management | For | For | ||||
1b. | Election of Director: Frederick A. Ball | Management | For | For | ||||
1c. | Election of Director: Anne T. DelSanto | Management | For | For | ||||
1d. | Election of Director: Tina M. Donikowski | Management | For | For | ||||
1e. | Election of Director: Ronald C. Foster | Management | For | For | ||||
1f. | Election of Director: Stephen D. Kelley | Management | For | For | ||||
1g. | Election of Director: Lanesha T. Minnix | Management | For | For | ||||
1h. | Election of Director: David W. Reed | Management | For | For | ||||
1i. | Election of Director: John A. Roush | Management | For | For | ||||
1j. | Election of Director: Brian M. Shirley | Management | For | For | ||||
2. | Ratification of the appointment of Ernst & Young LLP as Advanced Energy’s independent registered public accounting firm for 2023. | Management | For | For | ||||
3. | Advisory approval on the compensation of our named executive officers. | Management | For | For | ||||
4. | Advisory vote on the frequency of future advisory votes on executive compensation. | Management | 1 Year | For | ||||
5. | Approval of Advanced Energy’s 2023 Omnibus Incentive Plan. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 650 | 0 | 18-Apr-2023 | 18-Apr-2023 |
Page 15 of 50 | 21-Jul-2023 |
Vote Summary
NUVASIVE, INC.
Security | 670704105 | Meeting Type | Special | |||
Ticker Symbol | NUVA | Meeting Date | 27-Apr-2023 | |||
ISIN | US6707041058 | Agenda | 935811352 - Management | |||
Record Date | 24-Mar-2023 | Holding Recon Date | 24-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 26-Apr-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | To adopt the Agreement and Plan of Merger, dated February 8, 2023 (which agreement is referred to as the “Merger Agreement”), by and among Globus Medical, Inc., Zebra Merger Sub, Inc., and NuVasive, Inc. (“NuVasive”), as it may be amended from time to time (which proposal is referred to as the “NuVasive Merger Proposal”). | Management | For | For | ||||
2. | To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to NuVasive named executive officers that is based on or otherwise relates to the transactions contemplated by the Merger Agreement. | Management | Against | Against | ||||
3. | To approve the adjournment of the NuVasive special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the NuVasive special meeting to approve the NuVasive Merger Proposal. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,010 | 0 | 24-Apr-2023 | 24-Apr-2023 |
Page 16 of 50 | 21-Jul-2023 |
Vote Summary
MARCUS & MILLICHAP, INC.
Security | 566324109 | Meeting Type | Annual | |||
Ticker Symbol | MMI | Meeting Date | 02-May-2023 | |||
ISIN | US5663241090 | Agenda | 935779679 - Management | |||
Record Date | 07-Mar-2023 | Holding Recon Date | 07-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 01-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | DIRECTOR | Management | ||||||
1 Norma J. Lawrence | For | For | ||||||
2 Hessam Nadji | For | For | ||||||
2. | To ratify the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2023. | Management | For | For | ||||
3. | To approve, on an advisory basis, the compensation of the Company’s named executive officers as disclosed in the proxy statement. | Management | Against | Against |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,300 | 0 | 28-Apr-2023 | 28-Apr-2023 |
Page 17 of 50 | 21-Jul-2023 |
Vote Summary
BWX TECHNOLOGIES, INC.
Security | 05605H100 | Meeting Type | Annual | |||
Ticker Symbol | BWXT | Meeting Date | 03-May-2023 | |||
ISIN | US05605H1005 | Agenda | 935780456 - Management | |||
Record Date | 06-Mar-2023 | Holding Recon Date | 06-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 02-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Director to hold office until 2024: Jan A. Bertsch | Management | For | For | ||||
1b. | Election of Director to hold office until 2024: Gerhard F. Burbach | Management | For | For | ||||
1c. | Election of Director to hold office until 2024: Rex D. Geveden | Management | For | For | ||||
1d. | Election of Director to hold office until 2024: James M. Jaska | Management | For | For | ||||
1e. | Election of Director to hold office until 2024: Kenneth J. Krieg | Management | For | For | ||||
1f. | Election of Director to hold office until 2024: Leland D. Melvin | Management | For | For | ||||
1g. | Election of Director to hold office until 2024: Robert L. Nardelli | Management | For | For | ||||
1h. | Election of Director to hold office until 2024: Barbara A. Niland | Management | For | For | ||||
1i. | Election of Director to hold office until 2024: John M. Richardson | Management | For | For | ||||
2. | Advisory vote on compensation of our Named Executive Officers. | Management | For | For | ||||
3. | Advisory vote on the frequency of the advisory vote on the compensation of our Named Executive Officers. | Management | 1 Year | For | ||||
4. | Ratification of Appointment of Independent Registered Public Accounting Firm for the year ending December 31, 2023. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 840 | 0 | 20-Apr-2023 | 20-Apr-2023 |
Page 18 of 50 | 21-Jul-2023 |
Vote Summary
MAGNOLIA OIL & GAS CORPORATION
Security | 559663109 | Meeting Type | Annual | |||
Ticker Symbol | MGY | Meeting Date | 03-May-2023 | |||
ISIN | US5596631094 | Agenda | 935783553 - Management | |||
Record Date | 06-Mar-2023 | Holding Recon Date | 06-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 02-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Director: Christopher G. Stavros | Management | For | For | ||||
1b. | Election of Director: Arcilia C. Acosta | Management | For | For | ||||
1c. | Election of Director: Angela M. Busch | Management | For | For | ||||
1d. | Election of Director: Edward P. Djerejian | Management | For | For | ||||
1e. | Election of Director: James R. Larson | Management | For | For | ||||
1f. | Election of Director: Dan F. Smith | Management | For | For | ||||
1g. | Election of Director: John B. Walker | Management | For | For | ||||
2. | Approval of the advisory, non-binding resolution regarding the compensation of our named executive officers for 2022 (“say-on-pay vote”) | Management | For | For | ||||
3. | Ratification of appointment of KPMG LLP as our independent registered public accounting firm for the 2023 fiscal year | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,810 | 0 | 24-Apr-2023 | 24-Apr-2023 |
Page 19 of 50 | 21-Jul-2023 |
Vote Summary
AXIS CAPITAL HOLDINGS LIMITED
Security | G0692U109 | Meeting Type | Annual | |||
Ticker Symbol | AXS | Meeting Date | 04-May-2023 | |||
ISIN | BMG0692U1099 | Agenda | 935786890 - Management | |||
Record Date | 10-Mar-2023 | Holding Recon Date | 10-Mar-2023 | |||
City / Country | / Bermuda | Vote Deadline Date | 03-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1.1 | Election of Director: W. Marston Becker | Management | For | For | ||||
1.2 | Election of Director: Michael Millegan | Management | For | For | ||||
1.3 | Election of Director: Thomas C. Ramey | Management | For | For | ||||
1.4 | Election of Director: Lizabeth H. Zlatkus | Management | For | For | ||||
2. | To approve, by non-binding vote, the compensation paid to our named executive officers. | Management | Against | Against | ||||
3. | To determine, by non-binding vote, whether a shareholder vote to approve the compensation of our named executive officers should occur every one, two or three years. | Management | 1 Year | For | ||||
4. | To approve an amendment to our Amended and Restated 2017 Long- Term Equity Compensation Plan, increasing the aggregate number of shares of common stock authorized for issuance. | Management | For | For | ||||
5. | To appoint Deloitte Ltd., Hamilton, Bermuda, to act as our independent registered public accounting firm for the fiscal year ending December 31, 2023 and to authorize the Board of Directors, acting through the Audit Committee, to set the fees for the independent registered public accounting firm. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,020 | 0 | 21-Apr-2023 | 21-Apr-2023 |
Page 20 of 50 | 21-Jul-2023 |
Vote Summary
ALAMO GROUP INC.
Security | 011311107 | Meeting Type | Annual | |||
Ticker Symbol | ALG | Meeting Date | 04-May-2023 | |||
ISIN | US0113111076 | Agenda | 935788539 - Management | |||
Record Date | 10-Mar-2023 | Holding Recon Date | 10-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 03-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Director: Roderick R. Baty | Management | For | For | ||||
1b. | Election of Director: Robert P. Bauer | Management | For | For | ||||
1c. | Election of Director: Eric P. Etchart | Management | For | For | ||||
1d. | Election of Director: Nina C. Grooms | Management | For | For | ||||
1e. | Election of Director: Tracy C. Jokinen | Management | For | For | ||||
1f. | Election of Director: Jeffery A. Leonard | Management | For | For | ||||
1g. | Election of Director: Richard W. Parod | Management | For | For | ||||
1h. | Election of Director: Lorie L. Tekorius | Management | For | For | ||||
2. | Proposal FOR approval of the advisory vote on the compensation of the named executive officers. | Management | For | For | ||||
3. | Proposal FOR approval, on an advisory basis, of annually as the frequency with which to hold an advisory vote concerning the compensation of the named executive officers. | Management | 1 Year | For | ||||
4. | Proposal FOR ratification of the appointment of KPMG LLP as the Company’s Independent Auditors for the fiscal year ending December 31, 2023. | Management | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 280 | 0 | 20-Apr-2023 | 20-Apr-2023 |
Page 21 of 50 | 21-Jul-2023 |
Vote Summary
MANPOWERGROUP INC.
Security | 56418H100 | Meeting Type | Annual | |||
Ticker Symbol | MAN | Meeting Date | 05-May-2023 | |||
ISIN | US56418H1005 | Agenda | 935790205 - Management | |||
Record Date | 24-Feb-2023 | Holding Recon Date | 24-Feb-2023 | |||
City / Country | / United States | Vote Deadline Date | 04-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1A. | Election of Director: Jean-Philippe Courtois | Management | For | For | ||||
1B. | Election of Director: William Downe | Management | For | For | ||||
1C. | Election of Director: John F. Ferraro | Management | For | For | ||||
1D. | Election of Director: William P. Gipson | Management | For | For | ||||
1E. | Election of Director: Patricia Hemingway Hall | Management | For | For | ||||
1F. | Election of Director: Julie M. Howard | Management | For | For | ||||
1G. | Election of Director: Ulice Payne, Jr. | Management | For | For | ||||
1H. | Election of Director: Muriel Pénicaud | Management | For | For | ||||
1I. | Election of Director: Jonas Prising | Management | For | For | ||||
1J. | Election of Director: Paul Read | Management | For | For | ||||
1K. | Election of Director: Elizabeth P. Sartain | Management | For | For | ||||
1L. | Election of Director: Michael J. Van Handel | Management | For | For | ||||
2. | Ratification of Deloitte & Touche LLP as our independent auditors for 2023. | Management | For | For | ||||
3. | Advisory vote to approve the compensation of our named executive officers. | Management | Against | Against | ||||
4. | Advisory vote on the frequency of the advisory vote on the compensation of our named executive officers. | Management | 1 Year | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 600 | 0 | 29-Apr-2023 | 29-Apr-2023 |
Page 22 of 50 | 21-Jul-2023 |
Vote Summary
RENAISSANCERE HOLDINGS LTD.
Security | G7496G103 | Meeting Type | Annual | |||
Ticker Symbol | RNR | Meeting Date | 09-May-2023 | |||
ISIN | BMG7496G1033 | Agenda | 935785052 - Management | |||
Record Date | 09-Mar-2023 | Holding Recon Date | 09-Mar-2023 | |||
City / Country | / Bermuda | Vote Deadline Date | 08-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Director: David C. Bushnell | Management | For | For | ||||
1b. | Election of Director: James L. Gibbons | Management | For | For | ||||
1c. | Election of Director: Shyam Gidumal | Management | For | For | ||||
1d. | Election of Director: Torsten Jeworrek | Management | For | For | ||||
2. | To approve, by a non-binding advisory vote, the compensation of the named executive officers of RenaissanceRe Holdings Ltd. as disclosed in the proxy statement. | Management | For | For | ||||
3. | To approve, by a non-binding advisory vote, the frequency of the advisory vote on the compensation of the named executive officers of RenaissanceRe Holdings Ltd. | Management | 1 Year | For | ||||
4. | To approve the appointment of PricewaterhouseCoopers Ltd. as the independent registered public accounting firm of RenaissanceRe Holdings Ltd. for the 2023 fiscal year and to refer the determination of the auditor’s remuneration to the Board of Directors. | Management | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 300 | 0 | 20-Apr-2023 | 20-Apr-2023 |
Page 23 of 50 | 21-Jul-2023 |
Vote Summary
FORRESTER RESEARCH, INC.
Security | 346563109 | Meeting Type | Annual | |||
Ticker Symbol | FORR | Meeting Date | 09-May-2023 | |||
ISIN | US3465631097 | Agenda | 935792122 - Management | |||
Record Date | 13-Mar-2023 | Holding Recon Date | 13-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 08-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against | ||||
1. | DIRECTOR | Management | ||||||
1 David Boyce | For | For | ||||||
2 Neil Bradford | For | For | ||||||
3 George F. Colony | For | For | ||||||
4 Anthony Friscia | For | For | ||||||
5 Robert M. Galford | For | For | ||||||
6 Warren Romine | For | For | ||||||
7 Gretchen Teichgraeber | For | For | ||||||
8 Yvonne Wassenaar | For | For | ||||||
2. | To approve an amendment and restatement of the Forrester Research, Inc. Amended and Restated Equity Incentive Plan. | Management | Against | Against | ||||
3. | To ratify the selection of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for fiscal 2023. | Management | For | For | ||||
4. | To approve, by non-binding vote, executive compensation. | Management | For | For | ||||
5. | To recommend, by non-binding vote, the frequency of executive compensation non-binding votes. | Management | 3 Years | Against |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,440 | 0 | 01-May-2023 | 01-May-2023 |
Page 24 of 50 | 21-Jul-2023 |
Vote Summary
FORWARD AIR CORPORATION
Security | 349853101 | Meeting Type | Annual | |||
Ticker Symbol | FWRD | Meeting Date | 09-May-2023 | |||
ISIN | US3498531017 | Agenda | 935792463 - Management | |||
Record Date | 14-Mar-2023 | Holding Recon Date | 14-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 08-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | DIRECTOR | Management | ||||||
1 Ronald W. Allen | For | For | ||||||
2 Ana B. Amicarella | For | For | ||||||
3 Valerie A. Bonebrake | For | For | ||||||
4 C. Robert Campbell | For | For | ||||||
5 R. Craig Carlock | For | For | ||||||
6 G. Michael Lynch | For | For | ||||||
7 George S. Mayes, Jr. | For | For | ||||||
8 Chitra Nayak | For | For | ||||||
9 Scott M. Niswonger | For | For | ||||||
10 Javier Polit | For | For | ||||||
11 Thomas Schmitt | For | For | ||||||
12 Laurie A. Tucker | For | For | ||||||
2. | To ratify the appointment of Ernst & Young LLP as the independent registered public accounting firm of the Company. | Management | For | For | ||||
3. | To approve, on a non-binding, advisory basis, the compensation of the named executive officers (the “say on pay vote”). | Management | For | For | ||||
4. | To approve, on a non-binding advisory basis, whether future say on pay votes should occur every one, two or three years (the “say on frequency vote”). | Management | 1 Year | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable | Vote Date | Date | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 490 | 0 | 24-Apr-2023 | 24-Apr-2023 |
Page 25 of 50 | 21-Jul-2023 |
Vote Summary
FIRST AMERICAN FINANCIAL CORPORATION
Security | 31847R102 | Meeting Type | Annual | |||
Ticker Symbol | FAF | Meeting Date | 09-May-2023 | |||
ISIN | US31847R1023 | Agenda | 935812126 - Management | |||
Record Date | 17-Mar-2023 | Holding Recon Date | 17-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 08-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1.1 | Election of Class I Director: Kenneth D. DeGiorgio | Management | For | For | ||||
1.2 | Election of Class I Director: James L. Doti | Management | For | For | ||||
1.3 | Election of Class I Director: Michael D. McKee | Management | For | For | ||||
1.4 | Election of Class I Director: Marsha A. Spence | Management | For | For | ||||
2. | Advisory vote to approve executive compensation. | Management | For | For | ||||
3. | Advisory vote to recommend whether a stockholder vote to approve the Company’s executive compensation should occur every one, two or three years. | Management | 1 Year | For | ||||
4. | To approve the amendment and restatement of the 2020 Incentive Compensation Plan. | Management | For | For | ||||
5. | To ratify the selection of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 850 | 0 | 20-Apr-2023 | 20-Apr-2023 |
Page 26 of 50 | 21-Jul-2023 |
Vote Summary
UNITED BANKSHARES, INC.
Security | 909907107 | Meeting Type | Annual | |||
Ticker Symbol | UBSI | Meeting Date | 10-May-2023 | |||
ISIN | US9099071071 | Agenda | 935781422 - Management | |||
Record Date | 02-Mar-2023 | Holding Recon Date | 02-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 09-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1 | DIRECTOR | Management | ||||||
1 Richard M. Adams | For | For | ||||||
2 Richard M. Adams, Jr. | For | For | ||||||
3 Charles L. Capito, Jr. | For | For | ||||||
4 Peter A. Converse | For | For | ||||||
5 Michael P. Fitzgerald | For | For | ||||||
6 Patrice A. Harris MD | For | For | ||||||
7 Diana Lewis Jackson | For | For | ||||||
8 J. Paul McNamara | Withheld | Against | ||||||
9 Mark R. Nesselroad | For | For | ||||||
10 Jerold L. Rexroad | For | For | ||||||
11 Lacy I. Rice, III | For | For | ||||||
12 Albert H. Small, Jr. | For | For | ||||||
13 Mary K. Weddle | For | For | ||||||
14 Gary G. White | For | For | ||||||
15 P. Clinton Winter | For | For | ||||||
2. | To ratify the selection of Ernst & Young LLP to act as the independent registered public accounting firm for 2023. | Management | For | For | ||||
3. | To approve, on an advisory basis, the compensation of United’s named executive officers. | Management | For | For | ||||
4. | To approve a non-binding advisory proposal on the frequency of future advisory shareholder votes on the compensation of United’s named executive officers. | Management | 1 Year | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,350 | 0 | 21-Apr-2023 | 21-Apr-2023 |
Page 27 of 50 | 21-Jul-2023 |
Vote Summary
AVISTA CORP.
Security | 05379B107 | Meeting Type | Annual | |||
Ticker Symbol | AVA | Meeting Date | 11-May-2023 | |||
ISIN | US05379B1070 | Agenda | 935790039 - Management | |||
Record Date | 10-Mar-2023 | Holding Recon Date | 10-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 10-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Director: Julie A. Bentz | Management | For | For | ||||
1b. | Election of Director: Donald C. Burke | Management | For | For | ||||
1c. | Election of Director: Kevin B. Jacobsen | Management | For | For | ||||
1d. | Election of Director: Rebecca A. Klein | Management | For | For | ||||
1e. | Election of Director: Sena M. Kwawu | Management | For | For | ||||
1f. | Election of Director: Scott H. Maw | Management | For | For | ||||
1g. | Election of Director: Scott L. Morris | Management | For | For | ||||
1h. | Election of Director: Jeffry L. Philipps | Management | For | For | ||||
1i. | Election of Director: Heidi B. Stanley | Management | For | For | ||||
1j. | Election of Director: Dennis P. Vermillion | Management | For | For | ||||
1k. | Election of Director: Janet D. Widmann | Management | For | For | ||||
2. | Ratification of the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for 2023. | Management | For | For | ||||
3. | Advisory (non-binding) vote on executive compensation. | Management | For | For | ||||
4. | Advisory (non-binding) vote to conduct an advisory (non-binding) vote on executive compensation every year. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,180 | 0 | 21-Apr-2023 | 21-Apr-2023 |
Page 28 of 50 | 21-Jul-2023 |
Vote Summary
FRONTDOOR, INC.
Security | 35905A109 | Meeting Type | Annual | |||
Ticker Symbol | FTDR | Meeting Date | 11-May-2023 | |||
ISIN | US35905A1097 | Agenda | 935803987 - Management | |||
Record Date | 27-Mar-2023 | Holding Recon Date | 27-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 10-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Class II Director to serve for a one-year term: William C. Cobb | Management | For | For | ||||
1b. | Election of Class II Director to serve for a one-year term: D. Steve Boland | Management | For | For | ||||
1c. | Election of Class II Director to serve for a one-year term: Anna C. Catalano | Management | For | For | ||||
1d. | Election of Class II Director to serve for a one-year term: Peter L. Cella | Management | For | For | ||||
1e. | Election of Class II Director to serve for a one-year term: Christopher L. Clipper | Management | For | For | ||||
1f. | Election of Class II Director to serve for a one-year term: Brian P. McAndrews | Management | For | For | ||||
1g. | Election of Class II Director to serve for a one-year term: Liane J. Pelletier | Management | For | For | ||||
2. | To ratify the selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for fiscal 2023. | Management | For | For | ||||
3. | Advisory vote to approve the Company’s named executive officer compensation. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,931 | 0 | 01-May-2023 | 01-May-2023 |
Page 29 of 50 | 21-Jul-2023 |
Vote Summary
U.S. PHYSICAL THERAPY, INC.
Security | 90337L108 | Meeting Type | Annual | |||
Ticker Symbol | USPH | Meeting Date | 16-May-2023 | |||
ISIN | US90337L1089 | Agenda | 935827381 - Management | |||
Record Date | 22-Mar-2023 | Holding Recon Date | 22-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 15-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | DIRECTOR | Management | ||||||
1 Edward L. Kuntz | For | For | ||||||
2 Christopher J. Reading | For | For | ||||||
3 Dr. Bernard A Harris Jr | For | For | ||||||
4 Kathleen A. Gilmartin | For | For | ||||||
5 Regg E. Swanson | For | For | ||||||
6 Clayton K. Trier | For | For | ||||||
7 Anne B. Motsenbocker | For | For | ||||||
8 Nancy J. Ham | For | For | ||||||
2. | Advisory vote to approve the named executive officer compensation. | Management | For | For | ||||
3. | Advisory vote on the frequency of stockholders’ advisory vote on executive compensation. | Management | 1 Year | For | ||||
4. | Ratification of the appointment of Grant Thornton LLP as our independent registered public accounting firm for the year ending December 31, 2023. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 570 | 0 | 25-Apr-2023 | 25-Apr-2023 |
Page 30 of 50 | 21-Jul-2023 |
Vote Summary
UNITED COMMUNITY BANKS, INC.
Security | 90984P303 | Meeting Type | Annual | |||
Ticker Symbol | UCBI | Meeting Date | 17-May-2023 | |||
ISIN | US90984P3038 | Agenda | 935798340 - Management | |||
Record Date | 20-Mar-2023 | Holding Recon Date | 20-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 16-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | DIRECTOR | Management | ||||||
1 Jennifer M. Bazante | For | For | ||||||
2 George B. Bell | For | For | ||||||
3 James P. Clements | For | For | ||||||
4 Kenneth L. Daniels | For | For | ||||||
5 Lance F. Drummond | For | For | ||||||
6 H. Lynn Harton | For | For | ||||||
7 Jennifer K. Mann | For | For | ||||||
8 Thomas A. Richlovsky | For | For | ||||||
9 David C. Shaver | For | For | ||||||
10 Tim R. Wallis | For | For | ||||||
11 David H. Wilkins | Withheld | Against | ||||||
2. | To approve, on an advisory basis, the compensation of our Named Executive Officers. | Management | For | For | ||||
3. | To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accountants for the fiscal year ending December 31, 2023. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,610 | 0 | 09-May-2023 | 09-May-2023 |
Page 31 of 50 | 21-Jul-2023 |
Vote Summary
ICU MEDICAL, INC.
Security | 44930G107 | Meeting Type | Annual | |||
Ticker Symbol | ICUI | Meeting Date | 17-May-2023 | |||
ISIN | US44930G1076 | Agenda | 935798453 - Management | |||
Record Date | 21-Mar-2023 | Holding Recon Date | 21-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 16-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | DIRECTOR | Management | ||||||
1 Vivek Jain | For | For | ||||||
2 George A. Lopez, M.D. | For | For | ||||||
3 David C. Greenberg | For | For | ||||||
4 Elisha W. Finney | For | For | ||||||
5 David F. Hoffmeister | For | For | ||||||
6 Donald M. Abbey | For | For | ||||||
7 Laurie Hernandez | For | For | ||||||
8 Kolleen T. Kennedy | For | For | ||||||
9 William Seeger | For | For | ||||||
2. | To approve an amendment to the Amended and Restated ICU Medical, Inc. 2011 Stock Incentive Plan. | Management | For | For | ||||
3. | To ratify the selection of Deloitte & Touche LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2023. | Management | For | For | ||||
4. | To approve named executive officer compensation on an advisory basis. | Management | For | For | ||||
5. | Approve, on an advisory basis, the frequency of future advisory votes on named executive officer compensation. | Management | 1 Year | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTISELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 262 | 0 | 08-May-2023 | 08-May-2023 |
Page 32 of 50 | 21-Jul-2023 |
Vote Summary
GENTEX CORPORATION
Security | 371901109 | Meeting Type | Annual | |||
Ticker Symbol | GNTX | Meeting Date | 18-May-2023 | |||
ISIN | US3719011096 | Agenda | 935805880 - Management | |||
Record Date | 20-Mar-2023 | Holding Recon Date | 20-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 17-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | DIRECTOR | Management | ||||||
1 Mr. Joseph Anderson | For | For | ||||||
2 Ms. Leslie Brown | For | For | ||||||
3 Mr. Garth Deur | For | For | ||||||
4 Mr. Steve Downing | For | For | ||||||
5 Mr. Gary Goode | For | For | ||||||
6 Mr. Richard Schaum | For | For | ||||||
7 Ms. Kathleen Starkoff | For | For | ||||||
8 Mr. Brian Walker | For | For | ||||||
9 Dr. Ling Zang | For | For | ||||||
2. | To ratify the appointment of Ernst & Young LLP as the Company’s auditors for the fiscal year ending December 31, 2023. | Management | For | For | ||||
3. | To approve, on an advisory basis, compensation of the Company’s named executive officers. | Management | For | For | ||||
4. | To determine, on an advisory basis, whether future shareholder advisory votes on named executive officer compensation should occur every one, two, or three years. | Management | Abstain |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,840 | 0 | 08-May-2023 | 08-May-2023 |
Page 33 of 50 | 21-Jul-2023 |
Vote Summary
NETSTREIT CORP.
Security | 64119V303 | Meeting Type | Annual | |||
Ticker Symbol | NTST | Meeting Date | 18-May-2023 | |||
ISIN | US64119V3033 | Agenda | 935806197 - Management | |||
Record Date | 24-Mar-2023 | Holding Recon Date | 24-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 17-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Director: Mark Manheimer | Management | For | For | ||||
1b. | Election of Director: Todd Minnis | Management | For | For | ||||
1c. | Election of Director: Michael Christodolou | Management | For | For | ||||
1d. | Election of Director: Heidi Everett | Management | For | For | ||||
1e. | Election of Director: Matthew Troxell | Management | For | For | ||||
1f. | Election of Director: Lori Wittman | Management | For | For | ||||
1g. | Election of Director: Robin Zeigler | Management | For | For | ||||
2. | Ratification of appointment of KPMG LLP as our independent registered public accounting firm for 2023. | Management | For | For | ||||
3. | Approval, on an advisory basis, of the compensation of NETSTREIT Corp.’s named executive officers. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 2,540 | 0 | 08-May-2023 | 08-May-2023 |
Page 34 of 50 | 21-Jul-2023 |
Vote Summary
IDACORP, INC.
Security | 451107106 | Meeting Type | Annual | |||
Ticker Symbol | IDA | Meeting Date | 18-May-2023 | |||
ISIN | US4511071064 | Agenda | 935808759 - Management | |||
Record Date | 29-Mar-2023 | Holding Recon Date | 29-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 17-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against | ||||
1a. | Election of Director for one year term: Odette C. Bolano | Management | For | For | ||||
1b. | Election of Director for one year term: Richard J. Dahl | Management | For | For | ||||
1c. | Election of Director for one year term: Annette G. Elg | Management | For | For | ||||
1d. | Election of Director for one year term: Lisa A. Grow | Management | For | For | ||||
1e. | Election of Director for one year term: Ronald W. Jibson | Management | For | For | ||||
1f. | Election of Director for one year term: Judith A. Johansen | Management | For | For | ||||
1g. | Election of Director for one year term: Dennis L. Johnson | Management | For | For | ||||
1h. | Election of Director for one year term: Nate R. Jorgensen | Management | For | For | ||||
1i. | Election of Director for one year term: Jeff C. Kinneeveauk | Management | For | For | ||||
1j. | Election of Director for one year term: Susan D. Morris | Management | For | For | ||||
1k. | Election of Director for one year term: Richard J. Navarro | Management | For | For | ||||
1l. | Election of Director for one year term: Dr. Mark T. Peters | Management | For | For | ||||
2. | Advisory resolution to approve executive compensation | Management | For | For | ||||
3. | Advisory vote on the frequency of future advisory votes on executive compensation | Management | 1 Year | For | ||||
4. | Ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the year ending December 31, 2023 | Management | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable | Vote Date | Date | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 560 | 0 | 08-May-2023 | 08-May-2023 |
Page 35 of 50 | 21-Jul-2023 |
Vote Summary
MONARCH CASINO & RESORT, INC.
Security | 609027107 | Meeting Type | Annual | |||
Ticker Symbol | MCRI | Meeting Date | 22-May-2023 | |||
ISIN | US6090271072 | Agenda | 935813255 - Management | |||
Record Date | 27-Mar-2023 | Holding Recon Date | 27-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 19-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Director: Bob Farahi | Management | Against | Against | ||||
1b. | Election of Director: Yvette E. Landau | Management | For | For | ||||
2. | To approve, on a non-binding, advisory basis, the executive compensation of our named executive officers. | Management | For | For | ||||
3. | To recommend, by non-binding, advisory vote, the frequency of votes on executive compensation. | Management | 1 Year | Against |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 750 | 0 | 08-May-2023 | 08-May-2023 |
Page 36 of 50 | 21-Jul-2023 |
Vote Summary
INSPERITY, INC.
Security | 45778Q107 | Meeting Type | Annual | |||
Ticker Symbol | NSP | Meeting Date | 22-May-2023 | |||
ISIN | US45778Q1076 | Agenda | 935838308 - Management | |||
Record Date | 04-Apr-2023 | Holding Recon Date | 04-Apr-2023 | |||
City / Country | / United States | Vote Deadline Date | 19-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1.1 | Election of Class I Director: Timothy T. Clifford | Management | For | For | ||||
1.2 | Election of Class I Director: Ellen H. Masterson | Management | For | For | ||||
1.3 | Election of Class I Director: Latha Ramchand | Management | For | For | ||||
2. | Approval of the Insperity, Inc. Incentive Plan | Management | For | For | ||||
3. | Advisory vote to approve the Company’s executive compensation (“say on pay”) | Management | Against | Against | ||||
4. | Advisory vote on the frequency of holding the advisory vote on executive compensation | Management | 1 Year | For | ||||
5. | Ratification of the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2023 | Management | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 460 | 0 | 09-May-2023 | 09-May-2023 |
Page 37 of 50 | 21-Jul-2023 |
Vote Summary
DIODES INCORPORATED
Security | 254543101 | Meeting Type | Annual | |||
Ticker Symbol | DIOD | Meeting Date | 23-May-2023 | |||
ISIN | US2545431015 | Agenda | 935821745 - Management | |||
Record Date | 24-Mar-2023 | Holding Recon Date | 24-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 22-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against | ||||
1.1 | Election of Director: Elizabeth (Beth) Bull | Management | For | For | ||||
1.2 | Election of Director: Angie Chen Button | Management | For | For | ||||
1.3 | Election of Director: Warren Chen | Management | For | For | ||||
1.4 | Election of Director: Michael R. Giordano | Management | For | For | ||||
1.5 | Election of Director: Keh-Shew Lu | Management | For | For | ||||
1.6 | Election of Director: Peter M. Menard | Management | For | For | ||||
1.7 | Election of Director: Christina Wen-Chi Sung | Management | For | For | ||||
2. | Approval of Executive Compensation. To approve, on an advisory basis, the Company’s executive compensation. | Management | For | For | ||||
3. | Frequency of Advisory Vote on Executive Compensation. To consider an advisory vote on the frequency of the stockholder advisory vote on executive compensation on a three-, two- or one- year basis. | Management | 1 Year | For | ||||
4. | Ratification of Appointment of Independent Registered Public Accounting Firm. To ratify appointment of Moss Adams LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 -10228s | JPMORGAN | 680 | 0 | 08-May-2023 | 08-May-2023 |
Page 38 of 50 | 21-Jul-2023 |
Vote Summary
REINSURANCE GROUP OF AMERICA, INC.
Security | 759351604 | Meeting Type | Annual | |||
Ticker Symbol | RGA | Meeting Date | 24-May-2023 | |||
ISIN | US7593516047 | Agenda | 935814675 - Management | |||
Record Date | 31-Mar-2023 | Holding Recon Date | 31-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 23-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against | ||||
1a. | Election of Director: Pina Albo | Management | For | For | ||||
1b. | Election of Director: Tony Cheng | Management | For | For | ||||
1c. | Election of Director: John J. Gauthier | Management | For | For | ||||
1d. | Election of Director: Patricia L. Guinn | Management | For | For | ||||
1e. | Election of Director: Anna Manning | Management | For | For | ||||
1f. | Election of Director: Hazel M. McNeilage | Management | For | For | ||||
1g. | Election of Director: George Nichols III | Management | For | For | ||||
1h. | Election of Director: Stephen O’Hearn | Management | For | For | ||||
1i. | Election of Director: Shundrawn Thomas | Management | For | For | ||||
1j. | Election of Director: Khanh T. Tran | Management | For | For | ||||
1k. | Election of Director: Steven C. Van Wyk | Management | For | For | ||||
2. | Vote on the frequency of the shareholders’ vote to approve named executive officer compensation. | Management | 1 Year | For | ||||
3. | Advisory vote to approve named executive officer compensation. | Management | For | For | ||||
4. | Ratify the appointment of Deloitte & Touche LLP as the Company’s independent auditor for the year ending December 31, 2023. | Management | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 400 | 0 | 09-May-2023 | 09-May-2023 |
Page 39 of 50 | 21-Jul-2023 |
Vote Summary
HEALTHSTREAM, INC.
Security | 42222N103 | Meeting Type | Annual | |||
Ticker Symbol | HSTM | Meeting Date | 25-May-2023 | |||
ISIN | US42222N1037 | Agenda | 935822331 - Management | |||
Record Date | 29-Mar-2023 | Holding Recon Date | 29-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 24-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1.1 | Election of Class II Director to hold office for a term of three (3) years: Jeffrey L. McLaren | Management | For | For | ||||
1.2 | Election of Class II Director to hold office for a term of three (3) years: Linda E. Rebrovick | Management | For | For | ||||
2. | To ratify the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For | ||||
3. | To approve, on an advisory basis, the compensation of the Company’s named executive officers as described in the Company’s proxy statement. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 2,220 | 0 | 09-May-2023 | 09-May-2023 |
Page 40 of 50 | 21-Jul-2023 |
Vote Summary
HEALTHCARE SERVICES GROUP, INC.
Security | 421906108 | Meeting Type | Annual | |||
Ticker Symbol | HCSG | Meeting Date | 30-May-2023 | |||
ISIN | US4219061086 | Agenda | 935858386 - Management | |||
Record Date | 29-Mar-2023 | Holding Recon Date | 29-Mar-2023 | |||
City / Country | / United States | Vote Deadline Date | 26-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1.1 | Election of Director: Diane S. Casey | Management | For | For | ||||
1.2 | Election of Director: Daniela Castagnino | Management | For | For | ||||
1.3 | Election of Director: Robert L. Frome | Management | For | For | ||||
1.4 | Election of Director: Laura Grant | Management | For | For | ||||
1.5 | Election of Director: John J. McFadden | Management | For | For | ||||
1.6 | Election of Director: Dino D. Ottaviano | Management | For | For | ||||
1.7 | Election of Director: Kurt Simmons, Jr. | Management | For | For | ||||
1.8 | Election of Director: Jude Visconto | Management | For | For | ||||
1.9 | Election of Director: Theodore Wahl | Management | For | For | ||||
2. | To approve and ratify the selection of Grant Thornton LLP as the independent registered public accounting firm of the Company for its current fiscal year ending December 31, 2023. | Management | For | For | ||||
3. | To approve an amendment to the Company’s 2020 Omnibus Incentive Plan to increase the number of shares of our common stock authorized for issuance by 2,500,000 shares. | Management | For | For | ||||
4. | To consider an advisory vote on a non-binding resolution to approve the compensation of certain of our executive officers disclosed in this Proxy Statement. | Management | For | For | ||||
5. | To consider an advisory vote on the frequency of future shareholder advice on executive compensation. | Management | 1 Year | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 3,340 | 0 | 15-May-2023 | 15-May-2023 |
Page 41 of 50 | 21-Jul-2023 |
Vote Summary
EXELIXIS, INC.
Security | 30161Q104 | Meeting Type | Contested-Annual | |||
Ticker Symbol | EXEL | Meeting Date | 31-May-2023 | |||
ISIN | US30161Q1040 | Agenda | 935860420 - Opposition | |||
Record Date | 03-Apr-2023 | Holding Recon Date | 03-Apr-2023 | |||
City / Country | / United States | Vote Deadline Date | 30-May-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1A. | Farallon Nominee: Thomas J. Heyman | Management | For | For | ||||
1B. | Farallon Nominee: David E. Johnson | Management | For | For | ||||
1C. | Farallon Nominee: Robert “Bob” Oliver, Jr. | Management | For | For | ||||
1D. | Unopposed Company Nominee: Maria C. Freire | Management | For | |||||
1E. | Unopposed Company Nominee: Alan M. Garber | Management | For | |||||
1F. | Unopposed Company Nominee: Michael M. Morrissey | Management | For | |||||
1G. | Unopposed Company Nominee: Stelios Papadopoulos | Management | For | |||||
1H. | Unopposed Company Nominee: George Poste | Management | For | |||||
1I. | Unopposed Company Nominee: Julie Anne Smith | Management | For | |||||
1J. | Unopposed Company Nominee: Jacqueline Wright | Management | For | |||||
1K. | Unopposed Company Nominee: Jack L. Wyszomierski | Management | For | |||||
1L. | Opposed Company Nominee: Lance Willsey | Management | Withheld | * | ||||
2. | To ratify the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 29, 2023. | Management | For | For | ||||
3. | To approve, on an advisory basis, the compensation of the Company’s named executive officers. | Management | For | Against | ||||
4. | To indicate, on an advisory basis, the preferred frequency of shareholder advisory votes on the compensation of the Company’s named executive officers. | Management | 1 Year | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 3,110 | 0 | 25-May-2023 | 25-May-2023 |
Page 42 of 50 | 21-Jul-2023 |
Vote Summary
PERFICIENT, INC.
Security | 71375U101 | Meeting Type | Annual | |||
Ticker Symbol | PRFT | Meeting Date | 07-Jun-2023 | |||
ISIN | US71375U1016 | Agenda | 935830984 - Management | |||
Record Date | 10-Apr-2023 | Holding Recon Date | 10-Apr-2023 | |||
City / Country | / United States | Vote Deadline Date | 06-Jun-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Director: Romil Bahl | Management | For | For | ||||
1b. | Election of Director: Jeffrey S. Davis | Management | For | For | ||||
1c. | Election of Director: Ralph C. Derrickson | Management | For | For | ||||
1d. | Election of Director: Jill A. Jones | Management | For | For | ||||
1e. | Election of Director: David S. Lundeen | Management | For | For | ||||
1f. | Election of Director: Brian L. Matthews | Management | For | For | ||||
1g. | Election of Director: Nancy C. Pechloff | Management | For | For | ||||
1h. | Election of Director: Gary M. Wimberly | Management | For | For | ||||
2. | Proposal to approve, on an advisory basis, the frequency of the future advisory vote on executive compensation. | Management | 1 Year | For | ||||
3. | Proposal to approve, on an advisory basis, a resolution relating to the 2022 compensation of the named executive officers. | Management | For | For | ||||
4. | Proposal to approve the Third Amended and Restated Perficient, Inc. 2012 Long Term Incentive Plan. | Management | For | For | ||||
5. | Proposal to amend and restate the Company’s Certificate of Incorporation to permit the exculpation of officers. | Management | For | For | ||||
6. | Proposal to ratify KPMG LLP as Perficient, Inc.’s independent registered public accounting firm for the 2023 fiscal year. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 730 | 0 | 23-May-2023 | 23-May-2023 |
Page 43 of 50 | 21-Jul-2023 |
Vote Summary
NUVASIVE, INC.
Security | 670704105 | Meeting Type | Annual | |||
Ticker Symbol | NUVA | Meeting Date | 09-Jun-2023 | |||
ISIN | US6707041058 | Agenda | 935867121 - Management | |||
Record Date | 25-Apr-2023 | Holding Recon Date | 25-Apr-2023 | |||
City / Country | / United States | Vote Deadline Date | 08-Jun-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1.1 | Election of Class I Director: J. Christopher Barry | Management | For | For | ||||
1.2 | Election of Class I Director: Leslie V. Norwalk, Esq. | Management | Against | Against | ||||
1.3 | Election of Class I Director: Amy Belt Raimundo | Management | For | For | ||||
2. | Ratification of the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For | ||||
3. | Approval of a non-binding advisory resolution regarding the compensation of the Company’s named executive officers for the fiscal year ended December 31, 2022. | Management | Against | Against | ||||
4. | Approval of a non-binding advisory vote on the frequency of the stockholders advisory vote on the compensation of the Company’s named executive officers. | Management | 1 Year | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 1,010 | 0 | 03-Jun-2023 | 03-Jun-2023 |
Page 44 of 50 | 21-Jul-2023 |
Vote Summary
ADDUS HOMECARE CORPORATION
Security | 006739106 | Meeting Type | Annual | |||
Ticker Symbol | ADUS | Meeting Date | 14-Jun-2023 | |||
ISIN | US0067391062 | Agenda | 935858704 - Management | |||
Record Date | 19-Apr-2023 | Holding Recon Date | 19-Apr-2023 | |||
City / Country | / United States | Vote Deadline Date | 13-Jun-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | DIRECTOR | Management | ||||||
1 Heather Dixon | For | For | ||||||
2 Michael Earley | For | For | ||||||
3 Veronica Hill-Milbourne | For | For | ||||||
2. | To ratify the appointment of PricewaterhouseCoopers LLP, an independent registered public accounting firm, as our independent auditor for the fiscal year ending December 31, 2023. | Management | For | For | ||||
3. | To approve, on an advisory, non-binding basis, the compensation of the named executive officers. | Management | For | For | ||||
4. | To approve the Addus HomeCare Corporation Amended and Restated 2017 Omnibus Incentive Plan. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 540 | 0 | 07-Jun-2023 | 07-Jun-2023 |
Page 45 of 50 | 21-Jul-2023 |
Vote Summary
UNIVERSAL DISPLAY CORPORATION
Security | 91347P105 | Meeting Type | Annual | |||
Ticker Symbol | OLED | Meeting Date | 15-Jun-2023 | |||
ISIN | US91347P1057 | Agenda | 935833283 - Management | |||
Record Date | 10-Apr-2023 | Holding Recon Date | 10-Apr-2023 | |||
City / Country | / United States | Vote Deadline Date | 14-Jun-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Director to serve for a one-year term: Steven V. Abramson | Management | For | For | ||||
1b. | Election of Director to serve for a one-year term: Cynthia J. Comparin | Management | For | For | ||||
1c. | Election of Director to serve for a one-year term: Richard C. Elias | Management | For | For | ||||
1d. | Election of Director to serve for a one-year term: Elizabeth H. Gemmill | Management | For | For | ||||
1e. | Election of Director to serve for a one-year term: C. Keith Hartley | Management | For | For | ||||
1f. | Election of Director to serve for a one-year term: Celia M. Joseph | Management | For | For | ||||
1g. | Election of Director to serve for a one-year term: Lawrence Lacerte | Management | For | For | ||||
1h. | Election of Director to serve for a one-year term: Sidney D. Rosenblatt | Management | For | For | ||||
2. | Approval of the Company’s Equity Compensation Plan. | Management | For | For | ||||
3. | Advisory resolution to approve the compensation of the Company’s named executive officers. | Management | For | For | ||||
4. | Advisory resolution regarding the frequency of future advisory shareholder votes on compensation of the Company’s named executive officers. | Management | 1 Year | For | ||||
5. | Ratification of the appointment of KPMG LLP as the Company’s independent registered public accounting firm for 2023. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 380 | 0 | 09-Jun-2023 | 09-Jun-2023 |
Page 46 of 50 | 21-Jul-2023 |
Vote Summary
ENVESTNET, INC.
Security | 29404K106 | Meeting Type | Annual | |||
Ticker Symbol | ENV | Meeting Date | 15-Jun-2023 | |||
ISIN | US29404K1060 | Agenda | 935855695 - Management | |||
Record Date | 17-Apr-2023 | Holding Recon Date | 17-Apr-2023 | |||
City / Country | / United States | Vote Deadline Date | 14-Jun-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | DIRECTOR | Management | ||||||
1 Luis Aguilar | For | For | ||||||
2 Gayle Crowell | For | For | ||||||
3 James Fox | For | For | ||||||
2. | The approval, on an advisory basis, of 2022 executive compensation. | Management | For | For | ||||
3. | The approval, on an advisory basis, on the frequency of the advisory vote on executive compensation. | Management | 1 Year | For | ||||
4. | The ratification of KPMG LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 990 | 0 | 08-Jun-2023 | 08-Jun-2023 |
Page 47 of 50 | 21-Jul-2023 |
Vote Summary
PGT INNOVATIONS, INC.
Security | 69336V101 | Meeting Type | Annual | |||
Ticker Symbol | PGTI | Meeting Date | 20-Jun-2023 | |||
ISIN | US69336V1017 | Agenda | 935854984 - Management | |||
Record Date | 24-Apr-2023 | Holding Recon Date | 24-Apr-2023 | |||
City / Country | / United States | Vote Deadline Date | 16-Jun-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1. | DIRECTOR | Management | ||||||
1 Richard D. Feintuch | For | For | ||||||
2 Jeffrey T. Jackson | For | For | ||||||
3 Brett N. Milgrim | For | For | ||||||
4 Frances Powell Hawes | For | For | ||||||
2. | To approve the compensation of our Named Executive Officers on an advisory basis. | Management | For | For | ||||
3. | To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2023 fiscal year. | Management | For | For |
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 2,460 | 0 | 09-Jun-2023 | 09-Jun-2023 |
Page 48 of 50 | 21-Jul-2023 |
Vote Summary
HEALTHEQUITY, INC.
Security | 42226A107 | Meeting Type | Annual | |||
Ticker Symbol | HQY | Meeting Date | 22-Jun-2023 | |||
ISIN | US42226A1079 | Agenda | 935858792 - Management | |||
Record Date | 28-Apr-2023 | Holding Recon Date | 28-Apr-2023 | |||
City / Country | / United States | Vote Deadline Date | 21-Jun-2023 | |||
SEDOL(s) | Quick Code |
Item | Proposal | Proposed by | Vote | For/Against Management | ||||
1a. | Election of Director to hold office until the 2024 Annual Meeting: Robert Selander | Management | For | For | ||||
1b. | Election of Director to hold office until the 2024 Annual Meeting: Jon Kessler | Management | For | For | ||||
1c. | Election of Director to hold office until the 2024 Annual Meeting: Stephen Neeleman, M.D. | Management | For | For | ||||
1d. | Election of Director to hold office until the 2024 Annual Meeting: Paul Black | Management | For | For | ||||
1e. | Election of Director to hold office until the 2024 Annual Meeting: Frank Corvino | Management | For | For | ||||
1f. | Election of Director to hold office until the 2024 Annual Meeting: Adrian Dillon | Management | For | For | ||||
1g. | Election of Director to hold office until the 2024 Annual Meeting: Evelyn Dilsaver | Management | For | For | ||||
1h. | Election of Director to hold office until the 2024 Annual Meeting: Debra McCowan | Management | For | For | ||||
1i. | Election of Director to hold office until the 2024 Annual Meeting: Rajesh Natarajan | Management | For | For | ||||
1j. | Election of Director to hold office until the 2024 Annual Meeting: Stuart Parker | Management | For | For | ||||
1k. | Election of Director to hold office until the 2024 Annual Meeting: Gayle Wellborn | Management | For | For | ||||
2. | To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for our fiscal year ending January 31, 2024 | Management | For | For | ||||
3. | To approve, on a non-binding, advisory basis, the fiscal 2023 compensation paid to our named executive officers. | Management | For | For | ||||
4. | To approve, on a non-binding, advisory basis, the frequency of future advisory votes on the compensation paid to our named executive officers. | Management | 1 Year | For |
Page 49 of 50 | 21-Jul-2023 |
Vote Summary
Account Number | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date Confirmed | |||||||||||
2 P 12030 | UBS-MULTI-SELECT SECURITIES PUERTO RICO FUND - SMA | P12030 - 10228s | JPMORGAN | 810 | 0 | 08-Jun-2023 | 08-Jun-2023 |
Page 50 of 50 | 21-Jul-2023 |
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.
Multi-Select Securities Fund for Puerto Rico Residents
By: | /s/ Carlos V. Ubiñas | |
Carlos V. Ubiñas | ||
President |
Date: August 3, 2023