As filed with the Securities and Exchange Commission on August 31, 2023
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: 811-00582
NEUBERGER BERMAN EQUITY FUNDS
(Exact Name of the Registrant as Specified in Charter)
c/o Neuberger Berman Investment Advisers LLC
1290 Avenue of the Americas
New York, New York 10104-0002
(Address of Principal Executive Offices – Zip Code)
Registrant's telephone number, including area code: (212) 476-8800
Joseph V. Amato
Chief Executive Officer and President
Neuberger Berman Equity Funds
c/o Neuberger Berman Investment Advisers LLC
1290 Avenue of the Americas
New York, New York 10104-0002
Lori L. Schneider, Esq.
K&L Gates LLP
1601 K Street, N.W.
Washington, D.C. 20006-1600
(Names and Addresses of agents for service)
Date of fiscal year end: August 31
Date of reporting period: July 1, 2022 to June 30, 2023
Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (§§ 239.24 and 274.5 of this chapter), to file reports with the Commission, not later than August 31 of each year, containing the registrant’s proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking roles.
A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained on Form N-PX unless the Form displays a currently valid Office of Management and Budget (“OMB”) control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 100 F Street, NE, Washington DC 20549-1090. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. § 3507.
Item 1. Proxy Voting Record
NPX Proxy Voting Record | |||||||||
Registrant : Neuberger Berman Equity Funds | |||||||||
Fund Name : Neuberger Berman Dividend Growth Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Aena S.M.E. S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AENA | CINS E526K0106 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Ordinary | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Individual Accounts and Reports | Mgmt | For | For | For | ||||
3 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Transfer of Reserves | Mgmt | For | For | For | ||||
6 | Report on Non-Financial Information | Mgmt | For | For | For | ||||
7 | Ratification of Board Acts | Mgmt | For | For | For | ||||
8 | Appointment of Auditor | Mgmt | For | For | For | ||||
9 | Ratify Co-Option and Elect Maria del Coriseo Gonzalez-Izquierdo Revilla | Mgmt | For | For | For | ||||
10 | Ratify Co-Option and Elect Tomas Varela Muina | Mgmt | For | For | For | ||||
11 | Elect Maria Carmen Corral Escribano | Mgmt | For | For | For | ||||
12 | Elect Angelica Martinez Ortega | Mgmt | For | For | For | ||||
13 | Elect Juan Ignacio Diaz Bidart | Mgmt | For | Against | Against | ||||
14 | Elect Pilar Arranz Notario | Mgmt | For | For | For | ||||
15 | Elect Leticia Iglesias Herraiz | Mgmt | For | For | For | ||||
16 | Amendments to Articles (Powers of the Board) | Mgmt | For | For | For | ||||
17 | Amendments to Articles (Board Meetings) | Mgmt | For | For | For | ||||
18 | Remuneration Report | Mgmt | For | For | For | ||||
19 | Approval of the Update Report of Climate Action Plan | Mgmt | For | Abstain | Against | ||||
20 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Agilent Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
A | CUSIP 00846U101 | 03/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Heidi Kunz | Mgmt | For | Against | Against | ||||
2 | Elect Susan H. Rataj | Mgmt | For | For | For | ||||
3 | Elect George A. Scangos | Mgmt | For | For | For | ||||
4 | Elect Dow R. Wilson | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
7 | Permit Shareholders to Call Special Meetings | Mgmt | For | For | For | ||||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
American Express Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AXP | CUSIP 025816109 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Thomas J. Baltimore, Jr. | Mgmt | For | Against | Against | ||||
2 | Elect John J. Brennan | Mgmt | For | For | For | ||||
3 | Elect Peter Chernin | Mgmt | For | For | For | ||||
4 | Elect Walter J. Clayton III | Mgmt | For | For | For | ||||
5 | Elect Ralph de la Vega | Mgmt | For | For | For | ||||
6 | Elect Theodore J. Leonsis | Mgmt | For | For | For | ||||
7 | Elect Deborah P. Majoras | Mgmt | For | For | For | ||||
8 | Elect Karen L. Parkhill | Mgmt | For | For | For | ||||
9 | Elect Charles E. Phillips, Jr. | Mgmt | For | For | For | ||||
10 | Elect Lynn A. Pike | Mgmt | For | For | For | ||||
11 | Elect Stephen J. Squeri | Mgmt | For | For | For | ||||
12 | Elect Daniel L. Vasella | Mgmt | For | For | For | ||||
13 | Elect Lisa W. Wardell | Mgmt | For | For | For | ||||
14 | Elect Christopher D. Young | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
18 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | ||||
American Tower Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMT | CUSIP 03027X100 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Thomas A. Bartlett | Mgmt | For | For | For | ||||
2 | Elect Kelly C. Chambliss | Mgmt | For | For | For | ||||
3 | Elect Teresa H. Clarke | Mgmt | For | For | For | ||||
4 | Elect Raymond P. Dolan | Mgmt | For | For | For | ||||
5 | Elect Kenneth R. Frank | Mgmt | For | For | For | ||||
6 | Elect Robert D. Hormats | Mgmt | For | For | For | ||||
7 | Elect Grace D. Lieblein | Mgmt | For | For | For | ||||
8 | Elect Craig Macnab | Mgmt | For | For | For | ||||
9 | Elect JoAnn A. Reed | Mgmt | For | For | For | ||||
10 | Elect Pamela D.A. Reeve | Mgmt | For | For | For | ||||
11 | Elect Bruce L. Tanner | Mgmt | For | For | For | ||||
12 | Elect Samme L. Thompson | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Amphenol Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APH | CUSIP 032095101 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nancy A. Altobello | Mgmt | For | For | For | ||||
2 | Elect David P. Falck | Mgmt | For | For | For | ||||
3 | Elect Edward G. Jepsen | Mgmt | For | For | For | ||||
4 | Elect Rita S. Lane | Mgmt | For | For | For | ||||
5 | Elect Robert A. Livingston | Mgmt | For | For | For | ||||
6 | Elect Martin H. Loeffler | Mgmt | For | For | For | ||||
7 | Elect R. Adam Norwitt | Mgmt | For | For | For | ||||
8 | Elect Prahlad R. Singh | Mgmt | For | For | For | ||||
9 | Elect Anne C. Wolff | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | For | Against | ||||
Analog Devices, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ADI | CUSIP 032654105 | 03/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Vincent Roche | Mgmt | For | For | For | ||||
2 | Elect James A. Champy | Mgmt | For | For | For | ||||
3 | Elect Andre Andonian | Mgmt | For | For | For | ||||
4 | Elect Anantha P. Chandrakasan | Mgmt | For | For | For | ||||
5 | Elect Edward H. Frank | Mgmt | For | For | For | ||||
6 | Elect Laurie H. Glimcher | Mgmt | For | For | For | ||||
7 | Elect Karen M. Golz | Mgmt | For | For | For | ||||
8 | Elect Mercedes Johnson | Mgmt | For | For | For | ||||
9 | Elect Kenton J. Sicchitano | Mgmt | For | For | For | ||||
10 | Elect Ray Stata | Mgmt | For | For | For | ||||
11 | Elect Susie Wee | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Aon plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AON | CUSIP G0408V102 | 06/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lester B. Knight | Mgmt | For | For | For | ||||
2 | Elect Gregory C. Case | Mgmt | For | For | For | ||||
3 | Elect CAI Jinyong | Mgmt | For | For | For | ||||
4 | Elect Jeffrey C. Campbell | Mgmt | For | For | For | ||||
5 | Elect Fulvio Conti | Mgmt | For | For | For | ||||
6 | Elect Cheryl A. Francis | Mgmt | For | For | For | ||||
7 | Elect Adriana Karaboutis | Mgmt | For | For | For | ||||
8 | Elect Richard C. Notebaert | Mgmt | For | For | For | ||||
9 | Elect Gloria Santona | Mgmt | For | For | For | ||||
10 | Elect Sarah E. Smith | Mgmt | For | For | For | ||||
11 | Elect Byron O. Spruell | Mgmt | For | For | For | ||||
12 | Elect Carolyn Y. Woo | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Appointment of Statutory Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Statutory Auditor's Fees | Mgmt | For | For | For | ||||
18 | Amendment to the 2011 Incentive Plan | Mgmt | For | For | For | ||||
Apple Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AAPL | CUSIP 037833100 | 03/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James A. Bell | Mgmt | For | For | For | ||||
2 | Elect Timothy D. Cook | Mgmt | For | For | For | ||||
3 | Elect Albert A. Gore | Mgmt | For | For | For | ||||
4 | Elect Alex Gorsky | Mgmt | For | For | For | ||||
5 | Elect Andrea Jung | Mgmt | For | For | For | ||||
6 | Elect Arthur D. Levinson | Mgmt | For | For | For | ||||
7 | Elect Monica C. Lozano | Mgmt | For | For | For | ||||
8 | Elect Ronald D. Sugar | Mgmt | For | For | For | ||||
9 | Elect Susan L. Wagner | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | ||||
14 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Shareholder Engagement with the Board | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | ShrHoldr | Against | Against | For | ||||
Applied Materials, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMAT | CUSIP 038222105 | 03/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Rani Borkar | Mgmt | For | For | For | ||||
2 | Elect Judy Bruner | Mgmt | For | For | For | ||||
3 | Elect Xun Chen | Mgmt | For | For | For | ||||
4 | Elect Aart J. de Geus | Mgmt | For | For | For | ||||
5 | Elect Gary E. Dickerson | Mgmt | For | For | For | ||||
6 | Elect Thomas J. Iannotti | Mgmt | For | For | For | ||||
7 | Elect Alexander A. Karsner | Mgmt | For | For | For | ||||
8 | Elect Kevin P. March | Mgmt | For | For | For | ||||
9 | Elect Yvonne McGill | Mgmt | For | For | For | ||||
10 | Elect Scott A. McGregor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Improvement of Executive Compensation Program | ShrHoldr | Against | Against | For | ||||
Astrazeneca plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AZN | CUSIP 046353108 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Appointment of Auditor | Mgmt | For | For | For | ||||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
5 | Elect Michel Demare | Mgmt | For | For | For | ||||
6 | Elect Pascal Soriot | Mgmt | For | For | For | ||||
7 | Elect Aradhana Sarin | Mgmt | For | For | For | ||||
8 | Elect Philip Broadley | Mgmt | For | For | For | ||||
9 | Elect Euan Ashley | Mgmt | For | For | For | ||||
10 | Elect Deborah DiSanzo | Mgmt | For | For | For | ||||
11 | Elect Diana Layfield | Mgmt | For | For | For | ||||
12 | Elect Sherilyn S. McCoy | Mgmt | For | For | For | ||||
13 | Elect Tony MOK Shu Kam | Mgmt | For | For | For | ||||
14 | Elect Nazneen Rahman | Mgmt | For | For | For | ||||
15 | Elect Andreas Rummelt | Mgmt | For | For | For | ||||
16 | Elect Marcus Wallenberg | Mgmt | For | Against | Against | ||||
17 | Remuneration Report | Mgmt | For | For | For | ||||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
24 | Adoption of New Articles | Mgmt | For | For | For | ||||
Automatic Data Processing, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ADP | CUSIP 053015103 | 11/09/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Peter E. Bisson | Mgmt | For | For | For | ||||
2 | Elect David V. Goeckeler | Mgmt | For | For | For | ||||
3 | Elect Linnie M. Haynesworth | Mgmt | For | For | For | ||||
4 | Elect John P. Jones | Mgmt | For | For | For | ||||
5 | Elect Francine S. Katsoudas | Mgmt | For | For | For | ||||
6 | Elect Nazzic S. Keene | Mgmt | For | For | For | ||||
7 | Elect Thomas J. Lynch | Mgmt | For | For | For | ||||
8 | Elect Scott F. Powers | Mgmt | For | For | For | ||||
9 | Elect William J. Ready | Mgmt | For | For | For | ||||
10 | Elect Carlos A. Rodriguez | Mgmt | For | For | For | ||||
11 | Elect Sandra S. Wijnberg | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
Becton, Dickinson and Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BDX | CUSIP 075887109 | 01/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect William M. Brown | Mgmt | For | For | For | ||||
2 | Elect Catherine M. Burzik | Mgmt | For | For | For | ||||
3 | Elect Carrie L. Byington | Mgmt | For | For | For | ||||
4 | Elect R. Andrew Eckert | Mgmt | For | For | For | ||||
5 | Elect Claire M. Fraser | Mgmt | For | For | For | ||||
6 | Elect Jeffrey W. Henderson | Mgmt | For | For | For | ||||
7 | Elect Christopher Jones | Mgmt | For | For | For | ||||
8 | Elect Marshall O. Larsen | Mgmt | For | For | For | ||||
9 | Elect Thomas E. Polen | Mgmt | For | For | For | ||||
10 | Elect Timothy M. Ring | Mgmt | For | For | For | ||||
11 | Elect Bertram L. Scott | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Amendment to the 2004 Employee and Director Equity-Based Compensation Plan | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||||
BlackRock, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BLK | CUSIP 09247X101 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Bader M. Alsaad | Mgmt | For | For | For | ||||
2 | Elect Pamela Daley | Mgmt | For | For | For | ||||
3 | Elect Laurence D. Fink | Mgmt | For | For | For | ||||
4 | Elect William E. Ford | Mgmt | For | For | For | ||||
5 | Elect Fabrizio Freda | Mgmt | For | For | For | ||||
6 | Elect Murry S. Gerber | Mgmt | For | For | For | ||||
7 | Elect Margaret Peggy L. Johnson | Mgmt | For | For | For | ||||
8 | Elect Robert S. Kapito | Mgmt | For | For | For | ||||
9 | Elect Cheryl D. Mills | Mgmt | For | For | For | ||||
10 | Elect Gordon M. Nixon | Mgmt | For | For | For | ||||
11 | Elect Kristin C. Peck | Mgmt | For | For | For | ||||
12 | Elect Charles H. Robbins | Mgmt | For | For | For | ||||
13 | Elect Marco Antonio Slim Domit | Mgmt | For | For | For | ||||
14 | Elect Hans E. Vestberg | Mgmt | For | For | For | ||||
15 | Elect Susan L. Wagner | Mgmt | For | For | For | ||||
16 | Elect Mark Wilson | Mgmt | For | For | For | ||||
17 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
18 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
19 | Ratification of Auditor | Mgmt | For | For | For | ||||
20 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Pension Fund Clients Investment Returns | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Report on Material Risks of iShares ETF | ShrHoldr | Against | Against | For | ||||
Caterpillar Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CAT | CUSIP 149123101 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kelly A. Ayotte | Mgmt | For | For | For | ||||
2 | Elect David L. Calhoun | Mgmt | For | For | For | ||||
3 | Elect Daniel M. Dickinson | Mgmt | For | For | For | ||||
4 | Elect James C. Fish, Jr. | Mgmt | For | For | For | ||||
5 | Elect Gerald Johnson | Mgmt | For | For | For | ||||
6 | Elect David W. MacLennan | Mgmt | For | For | For | ||||
7 | Elect Judith F. Marks | Mgmt | For | For | For | ||||
8 | Elect Debra L. Reed-Klages | Mgmt | For | For | For | ||||
9 | Elect Susan C. Schwab | Mgmt | For | For | For | ||||
10 | Elect D. James Umpleby III | Mgmt | For | For | For | ||||
11 | Elect Rayford Wilkins Jr. | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Approval of the 2023 Long-Term Incentive Plan | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Effectiveness of Due Diligence Process | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | ||||
Cboe Global Markets, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CBOE | CUSIP 12503M108 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Edward T. Tilly | Mgmt | For | For | For | ||||
2 | Elect William M. Farrow III | Mgmt | For | For | For | ||||
3 | Elect Edward J. Fitzpatrick | Mgmt | For | For | For | ||||
4 | Elect Ivan K. Fong | Mgmt | For | For | For | ||||
5 | Elect Janet P. Froetscher | Mgmt | For | For | For | ||||
6 | Elect Jill R. Goodman | Mgmt | For | For | For | ||||
7 | Elect Alexander J. Matturri, Jr. | Mgmt | For | For | For | ||||
8 | Elect Jennifer J. McPeek | Mgmt | For | For | For | ||||
9 | Elect Roderick A. Palmore | Mgmt | For | For | For | ||||
10 | Elect James Parisi | Mgmt | For | For | For | ||||
11 | Elect Joseph P. Ratterman | Mgmt | For | For | For | ||||
12 | Elect Fredric J. Tomczyk | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
CenterPoint Energy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CNP | CUSIP 15189T107 | 04/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Wendy Montoya Cloonan | Mgmt | For | For | For | ||||
2 | Elect Earl M. Cummings | Mgmt | For | For | For | ||||
3 | Elect Christopher H. Franklin | Mgmt | For | For | For | ||||
4 | Elect David J. Lesar | Mgmt | For | For | For | ||||
5 | Elect Raquelle W. Lewis | Mgmt | For | For | For | ||||
6 | Elect Martin H. Nesbitt | Mgmt | For | For | For | ||||
7 | Elect Theodore F. Pound | Mgmt | For | Against | Against | ||||
8 | Elect Phillip R. Smith | Mgmt | For | For | For | ||||
9 | Elect Barry T. Smitherman | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Scope 3 Targets | ShrHoldr | Against | Against | For | ||||
Comcast Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CMCSA | CUSIP 20030N101 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Kenneth J. Bacon | Mgmt | For | For | For | ||||
1.2 | Elect Thomas J. Baltimore, Jr. | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Madeline S. Bell | Mgmt | For | For | For | ||||
1.4 | Elect Edward D. Breen | Mgmt | For | For | For | ||||
1.5 | Elect Gerald L. Hassell | Mgmt | For | For | For | ||||
1.6 | Elect Jeffrey A. Honickman | Mgmt | For | For | For | ||||
1.7 | Elect Maritza Gomez Montiel | Mgmt | For | For | For | ||||
1.8 | Elect Asuka Nakahara | Mgmt | For | For | For | ||||
1.9 | Elect David C. Novak | Mgmt | For | For | For | ||||
1.10 | Elect Brian L. Roberts | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Approval of the 2023 Omnibus Equity Incentive Plan | Mgmt | For | For | For | ||||
4 | Amendment to the 2002 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | For | Against | ||||
8 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Against | Against | For | ||||
9 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | ||||
10 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
11 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
Compagnie Financiere Richemont S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CFR | CINS H25662182 | 09/07/2022 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
4 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
5 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | ||||
6 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
7 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | ||||
8 | Shareholder Proposal Regarding Designation of Francesco Trapani as Representative of "A" Shareholders | ShrHoldr | Against | TNA | N/A | ||||
9 | Designate Wendy Luhabe as Representative of "A" Shareholders | Mgmt | For | TNA | N/A | ||||
10 | Elect Johann Rupert as Board Chair | Mgmt | For | TNA | N/A | ||||
11 | Elect Josua (Dillie) Malherbe | Mgmt | For | TNA | N/A | ||||
12 | Elect Nikesh Arora | Mgmt | For | TNA | N/A | ||||
13 | Elect Clay Brendish | Mgmt | For | TNA | N/A | ||||
14 | Elect Jean-Blaise Eckert | Mgmt | For | TNA | N/A | ||||
15 | Elect Burkhart Grund | Mgmt | For | TNA | N/A | ||||
16 | Elect Keyu Jin | Mgmt | For | TNA | N/A | ||||
17 | Elect Jerome Lambert | Mgmt | For | TNA | N/A | ||||
18 | Elect Wendy Luhabe | Mgmt | For | TNA | N/A | ||||
19 | Elect Jeff Moss | Mgmt | For | TNA | N/A | ||||
20 | Elect Vesna Nevistic | Mgmt | For | TNA | N/A | ||||
21 | Elect Guillaume Pictet | Mgmt | For | TNA | N/A | ||||
22 | Elect Maria Ramos | Mgmt | For | TNA | N/A | ||||
23 | Elect Anton Rupert | Mgmt | For | TNA | N/A | ||||
24 | Elect Patrick Thomas | Mgmt | For | TNA | N/A | ||||
25 | Elect Jasmine Whitbread | Mgmt | For | TNA | N/A | ||||
26 | Shareholder Proposal Regarding Election of Francesco Trapani | ShrHoldr | Against | TNA | N/A | ||||
27 | Elect Clay Brendish as Compensation Committee Chair | Mgmt | For | TNA | N/A | ||||
28 | Elect Keyu Jin as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
29 | Elect Guillaume Pictet as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
30 | Elect Maria Ramos as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
31 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
32 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
33 | Board Compensation | Mgmt | For | TNA | N/A | ||||
34 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | ||||
35 | Executive Compensation (Variable) | Mgmt | For | TNA | N/A | ||||
36 | Shareholder Proposal Regarding Board Size | ShrHoldr | Against | TNA | N/A | ||||
37 | Shareholder Proposal Regarding Board Composition | ShrHoldr | Against | TNA | N/A | ||||
Corning Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GLW | CUSIP 219350105 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Donald W. Blair | Mgmt | For | For | For | ||||
2 | Elect Leslie A. Brun | Mgmt | For | For | For | ||||
3 | Elect Stephanie A. Burns | Mgmt | For | For | For | ||||
4 | Elect Richard T. Clark | Mgmt | For | For | For | ||||
5 | Elect Pamela J. Craig | Mgmt | For | For | For | ||||
6 | Elect Robert F. Cummings, Jr. | Mgmt | For | For | For | ||||
7 | Elect Roger W. Ferguson, Jr. | Mgmt | For | For | For | ||||
8 | Elect Deborah Ann Henretta | Mgmt | For | For | For | ||||
9 | Elect Daniel P. Huttenlocher | Mgmt | For | For | For | ||||
10 | Elect Kurt M. Landgraf | Mgmt | For | For | For | ||||
11 | Elect Kevin J. Martin | Mgmt | For | For | For | ||||
12 | Elect Deborah D. Rieman | Mgmt | For | For | For | ||||
13 | Elect Hansel E. Tookes II | Mgmt | For | For | For | ||||
14 | Elect Wendell P. Weeks | Mgmt | For | For | For | ||||
15 | Elect Mark S. Wrighton | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Ratification of Auditor | Mgmt | For | For | For | ||||
18 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
CSX Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSX | CUSIP 126408103 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Donna M. Alvarado | Mgmt | For | For | For | ||||
2 | Elect Thomas P. Bostick | Mgmt | For | For | For | ||||
3 | Elect Steven T. Halverson | Mgmt | For | For | For | ||||
4 | Elect Paul C. Hilal | Mgmt | For | For | For | ||||
5 | Elect Joseph R. Hinrichs | Mgmt | For | For | For | ||||
6 | Elect David M. Moffett | Mgmt | For | For | For | ||||
7 | Elect Linda H. Riefler | Mgmt | For | For | For | ||||
8 | Elect Suzanne M. Vautrinot | Mgmt | For | For | For | ||||
9 | Elect James L. Wainscott | Mgmt | For | For | For | ||||
10 | Elect J. Steven Whisler | Mgmt | For | For | For | ||||
11 | Elect John J. Zillmer | Mgmt | For | Against | Against | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Danaher Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DHR | CUSIP 235851102 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Rainer M. Blair | Mgmt | For | For | For | ||||
2 | Elect Feroz Dewan | Mgmt | For | For | For | ||||
3 | Elect Linda P. Hefner Filler | Mgmt | For | For | For | ||||
4 | Elect Teri L. List | Mgmt | For | For | For | ||||
5 | Elect Walter G. Lohr, Jr. | Mgmt | For | For | For | ||||
6 | Elect Jessica L. Mega | Mgmt | For | For | For | ||||
7 | Elect Mitchell P. Rales | Mgmt | For | For | For | ||||
8 | Elect Steven M. Rales | Mgmt | For | For | For | ||||
9 | Elect Pardis C. Sabeti | Mgmt | For | For | For | ||||
10 | Elect A. Shane Sanders | Mgmt | For | For | For | ||||
11 | Elect John T. Schwieters | Mgmt | For | For | For | ||||
12 | Elect Alan G. Spoon | Mgmt | For | For | For | ||||
13 | Elect Raymond C. Stevens | Mgmt | For | For | For | ||||
14 | Elect Elias A. Zerhouni | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | ||||
Devon Energy Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DVN | CUSIP 25179M103 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Barbara M. Baumann | Mgmt | For | For | For | ||||
1.2 | Elect John E. Bethancourt | Mgmt | For | For | For | ||||
1.3 | Elect Ann G. Fox | Mgmt | For | Withhold | Against | ||||
1.4 | Elect Gennifer F. Kelly | Mgmt | For | For | For | ||||
1.5 | Elect Kelt Kindick | Mgmt | For | For | For | ||||
1.6 | Elect John Krenicki, Jr. | Mgmt | For | For | For | ||||
1.7 | Elect Karl F. Kurz | Mgmt | For | For | For | ||||
1.8 | Elect Michael N. Mears | Mgmt | For | For | For | ||||
1.9 | Elect Robert A. Mosbacher, Jr. | Mgmt | For | For | For | ||||
1.10 | Elect Richard E. Muncrief | Mgmt | For | For | For | ||||
1.11 | Elect Valerie M. Williams | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Exclusive Forum Provision | Mgmt | For | For | For | ||||
6 | Amendment Regarding the Exculpation of Officers | Mgmt | For | Against | Against | ||||
7 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
Eli Lilly and Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LLY | CUSIP 532457108 | 05/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect William G. Kaelin, Jr. | Mgmt | For | For | For | ||||
2 | Elect David A. Ricks | Mgmt | For | For | For | ||||
3 | Elect Marschall S. Runge | Mgmt | For | For | For | ||||
4 | Elect Karen Walker | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Repeal of Classified Board | Mgmt | For | For | For | ||||
9 | Elimination of Supermajority Requirements | Mgmt | For | For | For | ||||
10 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | For | Against | ||||
11 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | Against | For | ||||
12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | ShrHoldr | Against | Against | For | ||||
14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | ||||
Equitable Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EQH | CUSIP 29452E101 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Francis A. Hondal | Mgmt | For | For | For | ||||
2 | Elect Arlene Isaacs-Lowe | Mgmt | For | For | For | ||||
3 | Elect Daniel G. Kaye | Mgmt | For | For | For | ||||
4 | Elect Joan Lamm-Tennant | Mgmt | For | For | For | ||||
5 | Elect Craig C. Mackay | Mgmt | For | For | For | ||||
6 | Elect Mark Pearson | Mgmt | For | For | For | ||||
7 | Elect Bertram L. Scott | Mgmt | For | For | For | ||||
8 | Elect George Stansfield | Mgmt | For | For | For | ||||
9 | Elect Charles G.T. Stonehill | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Freeport-McMoRan Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FCX | CUSIP 35671D857 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect David P. Abney | Mgmt | For | For | For | ||||
2 | Elect Richard C. Adkerson | Mgmt | For | For | For | ||||
3 | Elect Marcela E. Donadio | Mgmt | For | For | For | ||||
4 | Elect Robert W. Dudley | Mgmt | For | For | For | ||||
5 | Elect Hugh Grant | Mgmt | For | For | For | ||||
6 | Elect Lydia H. Kennard | Mgmt | For | For | For | ||||
7 | Elect Ryan M. Lance | Mgmt | For | For | For | ||||
8 | Elect Sara Grootwassink Lewis | Mgmt | For | For | For | ||||
9 | Elect Dustan E. McCoy | Mgmt | For | For | For | ||||
10 | Elect Kathleen L. Quirk | Mgmt | For | For | For | ||||
11 | Elect John J. Stephens | Mgmt | For | For | For | ||||
12 | Elect Frances F. Townsend | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
General Motors Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GM | CUSIP 37045V100 | 06/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mary T. Barra | Mgmt | For | For | For | ||||
2 | Elect Aneel Bhusri | Mgmt | For | For | For | ||||
3 | Elect Wesley G. Bush | Mgmt | For | For | For | ||||
4 | Elect Joanne C. Crevoiserat | Mgmt | For | For | For | ||||
5 | Elect Linda R. Gooden | Mgmt | For | For | For | ||||
6 | Elect Joseph Jimenez | Mgmt | For | For | For | ||||
7 | Elect Jonathan McNeill | Mgmt | For | For | For | ||||
8 | Elect Judith A. Miscik | Mgmt | For | For | For | ||||
9 | Elect Patricia F. Russo | Mgmt | For | For | For | ||||
10 | Elect Thomas M. Schoewe | Mgmt | For | For | For | ||||
11 | Elect Mark A. Tatum | Mgmt | For | For | For | ||||
12 | Elect Jan E. Tighe | Mgmt | For | For | For | ||||
13 | Elect Devin N. Wenig | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Amendment to the 2020 Long-Term Incentive Plan | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Procurement Targets for Sustainable Materials in Supply Chain | ShrHoldr | Against | Against | For | ||||
Honeywell International Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HON | CUSIP 438516106 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Darius Adamczyk | Mgmt | For | For | For | ||||
2 | Elect Duncan B. Angove | Mgmt | For | For | For | ||||
3 | Elect William S. Ayer | Mgmt | For | For | For | ||||
4 | Elect Kevin Burke | Mgmt | For | For | For | ||||
5 | Elect D. Scott Davis | Mgmt | For | For | For | ||||
6 | Elect Deborah Flint | Mgmt | For | For | For | ||||
7 | Elect Vimal Kapur | Mgmt | For | For | For | ||||
8 | Elect Rose Lee | Mgmt | For | For | For | ||||
9 | Elect Grace D. Lieblein | Mgmt | For | For | For | ||||
10 | Elect Robin L. Washington | Mgmt | For | For | For | ||||
11 | Elect Robin Watson | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
16 | Shareholder Proposal Regarding Environmental and Health Impact Report | ShrHoldr | Against | Against | For | ||||
JPMorgan Chase & Co. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
JPM | CUSIP 46625H100 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Linda B. Bammann | Mgmt | For | For | For | ||||
2 | Elect Stephen B. Burke | Mgmt | For | For | For | ||||
3 | Elect Todd A. Combs | Mgmt | For | For | For | ||||
4 | Elect James S. Crown | Mgmt | For | For | For | ||||
5 | Elect Alicia Boler Davis | Mgmt | For | For | For | ||||
6 | Elect James Dimon | Mgmt | For | For | For | ||||
7 | Elect Timothy P. Flynn | Mgmt | For | For | For | ||||
8 | Elect Alex Gorsky | Mgmt | For | For | For | ||||
9 | Elect Mellody Hobson | Mgmt | For | For | For | ||||
10 | Elect Michael A. Neal | Mgmt | For | For | For | ||||
11 | Elect Phebe N. Novakovic | Mgmt | For | For | For | ||||
12 | Elect Virginia M. Rometty | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Revision of Committee Charter to Include Oversight of Animal Welfare | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Right to Call Special Meetings by Beneficial Owners | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | ShrHoldr | Against | Against | For | ||||
LKQ Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LKQ | CUSIP 501889208 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Patrick Berard | Mgmt | For | For | For | ||||
2 | Elect Meg A. Divitto | Mgmt | For | For | For | ||||
3 | Elect Joseph M. Holsten | Mgmt | For | For | For | ||||
4 | Elect Blythe J. McGarvie | Mgmt | For | For | For | ||||
5 | Elect John W. Mendel | Mgmt | For | For | For | ||||
6 | Elect Jody G. Miller | Mgmt | For | For | For | ||||
7 | Elect Guhan Subramanian | Mgmt | For | For | For | ||||
8 | Elect Xavier Urbain | Mgmt | For | For | For | ||||
9 | Elect Dominick P. Zarcone | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Marriott International, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MAR | CUSIP 571903202 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Anthony G. Capuano | Mgmt | For | For | For | ||||
2 | Elect Isabella D. Goren | Mgmt | For | For | For | ||||
3 | Elect Deborah Marriott Harrison | Mgmt | For | For | For | ||||
4 | Elect Frederick A. Henderson | Mgmt | For | For | For | ||||
5 | Elect Eric Hippeau | Mgmt | For | For | For | ||||
6 | Elect Lauren R. Hobart | Mgmt | For | For | For | ||||
7 | Elect Debra L. Lee | Mgmt | For | For | For | ||||
8 | Elect Aylwin B. Lewis | Mgmt | For | For | For | ||||
9 | Elect David S. Marriott | Mgmt | For | For | For | ||||
10 | Elect Margaret M. McCarthy | Mgmt | For | For | For | ||||
11 | Elect Grant F. Reid | Mgmt | For | For | For | ||||
12 | Elect Horacio D. Rozanski | Mgmt | For | For | For | ||||
13 | Elect Susan C. Schwab | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
17 | Approval of the 2023 Stock and Cash Incentive Plan | Mgmt | For | For | For | ||||
18 | Shareholder Proposal Regarding Transparency Report on Congruency of Partnerships with Globalist Organizations | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
Marsh & McLennan Companies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MMC | CUSIP 571748102 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Anthony K. Anderson | Mgmt | For | For | For | ||||
2 | Elect John Q. Doyle | Mgmt | For | For | For | ||||
3 | Elect Hafize Gaye Erkan | Mgmt | For | For | For | ||||
4 | Elect Oscar Fanjul Martin | Mgmt | For | For | For | ||||
5 | Elect H. Edward Hanway | Mgmt | For | For | For | ||||
6 | Elect Judith Hartmann | Mgmt | For | For | For | ||||
7 | Elect Deborah C. Hopkins | Mgmt | For | For | For | ||||
8 | Elect Tamara Ingram | Mgmt | For | For | For | ||||
9 | Elect Jane H. Lute | Mgmt | For | For | For | ||||
10 | Elect Steven A. Mills | Mgmt | For | For | For | ||||
11 | Elect Bruce P. Nolop | Mgmt | For | For | For | ||||
12 | Elect Morton O. Schapiro | Mgmt | For | For | For | ||||
13 | Elect Lloyd M. Yates | Mgmt | For | For | For | ||||
14 | Elect Ray G. Young | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
17 | Ratification of Auditor | Mgmt | For | For | For | ||||
Medtronic Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MDT | CUSIP 585055106 | 12/08/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard H. Anderson | Mgmt | For | For | For | ||||
2 | Elect Craig Arnold | Mgmt | For | For | For | ||||
3 | Elect Scott C. Donnelly | Mgmt | For | For | For | ||||
4 | Elect Lidia L. Fonseca | Mgmt | For | For | For | ||||
5 | Elect Andrea J. Goldsmith | Mgmt | For | For | For | ||||
6 | Elect Randall J. Hogan, III | Mgmt | For | For | For | ||||
7 | Elect Kevin E. Lofton | Mgmt | For | For | For | ||||
8 | Elect Geoffrey Straub Martha | Mgmt | For | For | For | ||||
9 | Elect Elizabeth G. Nabel | Mgmt | For | For | For | ||||
10 | Elect Denise M. O'Leary | Mgmt | For | For | For | ||||
11 | Elect Kendall J. Powell | Mgmt | For | Against | Against | ||||
12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Microsoft Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MSFT | CUSIP 594918104 | 12/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Reid G. Hoffman | Mgmt | For | For | For | ||||
2 | Elect Hugh F. Johnston | Mgmt | For | For | For | ||||
3 | Elect Teri L. List | Mgmt | For | For | For | ||||
4 | Elect Satya Nadella | Mgmt | For | For | For | ||||
5 | Elect Sandra E. Peterson | Mgmt | For | For | For | ||||
6 | Elect Penny S. Pritzker | Mgmt | For | For | For | ||||
7 | Elect Carlos A. Rodriguez | Mgmt | For | For | For | ||||
8 | Elect Charles W. Scharf | Mgmt | For | For | For | ||||
9 | Elect John W. Stanton | Mgmt | For | For | For | ||||
10 | Elect John W. Thompson | Mgmt | For | For | For | ||||
11 | Elect Emma N. Walmsley | Mgmt | For | For | For | ||||
12 | Elect Padmasree Warrior | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Report on Hiring Practices | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Managing Climate Risk in Employee Retirement Options | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Government Use of Technology | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Risks of Developing Military Weapons | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
Mondelez International, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MDLZ | CUSIP 609207105 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lewis W.K. Booth | Mgmt | For | For | For | ||||
2 | Elect Charles E. Bunch | Mgmt | For | Against | Against | ||||
3 | Elect Ertharin Cousin | Mgmt | For | For | For | ||||
4 | Elect Jorge S. Mesquita | Mgmt | For | For | For | ||||
5 | Elect Anindita Mukherjee | Mgmt | For | For | For | ||||
6 | Elect Jane Hamilton Nielsen | Mgmt | For | For | For | ||||
7 | Elect Patrick T. Siewert | Mgmt | For | For | For | ||||
8 | Elect Michael A. Todman | Mgmt | For | For | For | ||||
9 | Elect Dirk Van de Put | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
14 | Shareholder Proposal Regarding Cage-Free Eggs | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Report on Child Labor in Cocoa Supply Chain | ShrHoldr | Against | Against | For | ||||
Morgan Stanley | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MS | CUSIP 617446448 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Alistair Darling | Mgmt | For | For | For | ||||
2 | Elect Thomas H. Glocer | Mgmt | For | For | For | ||||
3 | Elect James P. Gorman | Mgmt | For | For | For | ||||
4 | Elect Robert H. Herz | Mgmt | For | For | For | ||||
5 | Elect Erika H. James | Mgmt | For | For | For | ||||
6 | Elect Hironori Kamezawa | Mgmt | For | For | For | ||||
7 | Elect Shelley B. Leibowitz | Mgmt | For | For | For | ||||
8 | Elect Stephen J. Luczo | Mgmt | For | For | For | ||||
9 | Elect Judith A. Miscik | Mgmt | For | For | For | ||||
10 | Elect Masato Miyachi | Mgmt | For | For | For | ||||
11 | Elect Dennis M. Nally | Mgmt | For | For | For | ||||
12 | Elect Mary L. Schapiro | Mgmt | For | For | For | ||||
13 | Elect Perry M. Traquina | Mgmt | For | For | For | ||||
14 | Elect Rayford Wilkins Jr. | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
18 | Shareholder Proposal Regarding Right to Call Special Meeting | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
Nordson Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NDSN | CUSIP 655663102 | 02/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Sundaram Nagarajan | Mgmt | For | For | For | ||||
1.2 | Elect Michael J. Merriman, Jr. | Mgmt | For | For | For | ||||
1.3 | Elect Milton M. Morris | Mgmt | For | For | For | ||||
1.4 | Elect Mary G. Puma | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
6 | Elimination of Supermajority Requirement for Matters Requiring Shareholder Approval under the Ohio Revised Code | Mgmt | For | For | For | ||||
7 | Elimination of Supermajority Requirement in the Company Regulations | Mgmt | For | For | For | ||||
8 | Amendment to Articles Regarding Board Ability to Amend Regulations Without Shareholder Approval to the Extent Permitted by Ohio Law | Mgmt | For | For | For | ||||
Novartis AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NOVN | CUSIP 66987V109 | 03/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Ratification of Board and Management Acts | Mgmt | For | For | For | ||||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
4 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | For | For | ||||
5 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
6 | Amendments to Articles (Virtual General Meetings) | Mgmt | For | For | For | ||||
7 | Amendments to Articles (Miscellaneous) | Mgmt | For | For | For | ||||
8 | Amendments to Articles (Alignment with Law) | Mgmt | For | For | For | ||||
9 | Board Compensation | Mgmt | For | For | For | ||||
10 | Executive Compensation | Mgmt | For | For | For | ||||
11 | Compensation Report | Mgmt | For | For | For | ||||
12 | Elect Jorg Reinhardt as Board Chair | Mgmt | For | For | For | ||||
13 | Elect Nancy C. Andrews | Mgmt | For | For | For | ||||
14 | Elect Ton Buchner | Mgmt | For | For | For | ||||
15 | Elect Patrice Bula | Mgmt | For | For | For | ||||
16 | Elect Elizabeth Doherty | Mgmt | For | For | For | ||||
17 | Elect Bridgette P. Heller | Mgmt | For | For | For | ||||
18 | Elect Daniel Hochstrasser | Mgmt | For | For | For | ||||
19 | Elect Frans van Houten | Mgmt | For | For | For | ||||
20 | Elect Simon Moroney | Mgmt | For | For | For | ||||
21 | Elect Ana de Pro Gonzalo | Mgmt | For | For | For | ||||
22 | Elect Charles L. Sawyers | Mgmt | For | For | For | ||||
23 | Elect William T. Winters | Mgmt | For | For | For | ||||
24 | Elect John D. Young | Mgmt | For | For | For | ||||
25 | Elect Patrice Bula as Compensation Committee Member | Mgmt | For | For | For | ||||
26 | Elect Bridgette P. Heller as Compensation Committee Member | Mgmt | For | For | For | ||||
27 | Elect Simon Moroney as Compensation Committee Chair | Mgmt | For | For | For | ||||
28 | Elect William T. Winters as Compensation Committee Member | Mgmt | For | For | For | ||||
29 | Appointment of Auditor | Mgmt | For | For | For | ||||
30 | Appointment of Independent Proxy | Mgmt | For | For | For | ||||
31 | Transaction of Other Business | Mgmt | N/A | Against | N/A | ||||
Novozymes A/S | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NZYMB | CINS K7317J133 | 03/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Remuneration Report | Mgmt | For | For | For | ||||
8 | Directors' Fees | Mgmt | For | For | For | ||||
9 | Elect Cees de Jong as Chair | Mgmt | For | For | For | ||||
10 | Elect Kim Stratton as vice chair | Mgmt | For | Abstain | Against | ||||
11 | Elect Heine Dalsgaard | Mgmt | For | For | For | ||||
12 | Elect Sharon James | Mgmt | For | For | For | ||||
13 | Elect Kasim Kutay | Mgmt | For | For | For | ||||
14 | Elect Morten Otto Alexander Sommer | Mgmt | For | For | For | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
18 | Authority to distribute extraordinary dividend | Mgmt | For | For | For | ||||
19 | Indemnification of Directors/Officers | Mgmt | For | For | For | ||||
20 | Amendment to Remuneration Policy | Mgmt | For | For | For | ||||
21 | Authorization of Legal Formalities | Mgmt | For | For | For | ||||
22 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Novozymes A/S | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NZYMB | CINS K7317J133 | 03/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Merger/Acquisition | Mgmt | For | Against | Against | ||||
5 | Amendments to Articles (Board Size) | Mgmt | For | Against | Against | ||||
6 | Indemnification of Directors | Mgmt | For | Against | Against | ||||
7 | Amendments to Articles (Indemnification) | Mgmt | For | Against | Against | ||||
8 | Amendments to the Remuneration Policy | Mgmt | For | Against | Against | ||||
9 | Authorization of Legal Formalities | Mgmt | For | For | For | ||||
10 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
11 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
12 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
13 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
QUALCOMM Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
QCOM | CUSIP 747525103 | 03/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Sylvia Acevedo | Mgmt | For | For | For | ||||
2 | Elect Cristiano R. Amon | Mgmt | For | For | For | ||||
3 | Elect Mark Fields | Mgmt | For | For | For | ||||
4 | Elect Jeffrey W. Henderson | Mgmt | For | For | For | ||||
5 | Elect Gregory N. Johnson | Mgmt | For | For | For | ||||
6 | Elect Ann M. Livermore | Mgmt | For | For | For | ||||
7 | Elect Mark D. McLaughlin | Mgmt | For | For | For | ||||
8 | Elect Jamie S. Miller | Mgmt | For | For | For | ||||
9 | Elect Irene B. Rosenfeld | Mgmt | For | For | For | ||||
10 | Elect Kornelis Smit | Mgmt | For | For | For | ||||
11 | Elect Jean-Pascal Tricoire | Mgmt | For | For | For | ||||
12 | Elect Anthony J. Vinciquerra | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Approval of the 2023 Long-Term Incentive Plan | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
RXO, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RXO | CUSIP 74982T103 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Drew Wilkerson | Mgmt | For | For | For | ||||
2 | Elect Stephen Renna | Mgmt | For | For | For | ||||
3 | Elect Thomas Szlosek | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Schlumberger Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SLB | CUSIP 806857108 | 04/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Peter J. Coleman | Mgmt | For | For | For | ||||
2 | Elect Patrick de La Chevardière | Mgmt | For | For | For | ||||
3 | Elect Miguel M. Galuccio | Mgmt | For | Against | Against | ||||
4 | Elect Olivier Le Peuch | Mgmt | For | For | For | ||||
5 | Elect Samuel Georg Friedrich Leupold | Mgmt | For | For | For | ||||
6 | Elect Tatiana A. Mitrova | Mgmt | For | For | For | ||||
7 | Elect Maria Moræus Hanssen | Mgmt | For | For | For | ||||
8 | Elect Vanitha Narayanan | Mgmt | For | For | For | ||||
9 | Elect Mark G. Papa | Mgmt | For | Against | Against | ||||
10 | Elect Jeffrey W. Sheets | Mgmt | For | For | For | ||||
11 | Elect Ulrich Spiesshofer | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Accounts and Reports; Approval of Dividend | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
Shell Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SHEL | CINS G80827101 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Remuneration Policy | Mgmt | For | For | For | ||||
4 | Remuneration Report | Mgmt | For | For | For | ||||
5 | Elect Wael Sawan | Mgmt | For | For | For | ||||
6 | Elect Cyrus Taraporevala | Mgmt | For | For | For | ||||
7 | Elect Sir Charles Roxburgh | Mgmt | For | For | For | ||||
8 | Elect Leena Srivastava | Mgmt | For | For | For | ||||
9 | Elect Sinead Gorman | Mgmt | For | For | For | ||||
10 | Elect Dick Boer | Mgmt | For | For | For | ||||
11 | Elect Neil A.P. Carson | Mgmt | For | For | For | ||||
12 | Elect Ann F. Godbehere | Mgmt | For | For | For | ||||
13 | Elect Jane Holl Lute | Mgmt | For | For | For | ||||
14 | Elect Catherine J. Hughes | Mgmt | For | For | For | ||||
15 | Elect Sir Andrew Mackenzie | Mgmt | For | For | For | ||||
16 | Elect Abraham Schot | Mgmt | For | For | For | ||||
17 | Appointment of Auditor | Mgmt | For | For | For | ||||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares (Off-Market) | Mgmt | For | For | For | ||||
23 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
24 | Adoption of New Articles | Mgmt | For | For | For | ||||
25 | Performance Share Plan | Mgmt | For | For | For | ||||
26 | Approval of Energy Transition Progress | Mgmt | For | For | For | ||||
27 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Steris Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STE | CUSIP G8473T100 | 07/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard C. Breeden | Mgmt | For | For | For | ||||
2 | Elect Daniel A. Carestio | Mgmt | For | For | For | ||||
3 | Elect Cynthia L. Feldmann | Mgmt | For | For | For | ||||
4 | Elect Christopher S. Holland | Mgmt | For | For | For | ||||
5 | Elect Jacqueline B. Kosecoff | Mgmt | For | Against | Against | ||||
6 | Elect Paul E. Martin | Mgmt | For | For | For | ||||
7 | Elect Nirav R. Shah | Mgmt | For | For | For | ||||
8 | Elect Mohsen M. Sohi | Mgmt | For | For | For | ||||
9 | Elect Richard M. Steeves | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Appointment of Auditor | Mgmt | For | For | For | ||||
12 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Terreno Realty Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TRNO | CUSIP 88146M101 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect W. Blake Baird | Mgmt | For | For | For | ||||
2 | Elect Michael A. Coke | Mgmt | For | For | For | ||||
3 | Elect Linda Assante | Mgmt | For | For | For | ||||
4 | Elect Gary N. Boston | Mgmt | For | For | For | ||||
5 | Elect LeRoy E. Carlson | Mgmt | For | For | For | ||||
6 | Elect Irene H. Oh | Mgmt | For | For | For | ||||
7 | Elect Douglas M. Pasquale | Mgmt | For | For | For | ||||
8 | Elect Dennis Polk | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
The Charles Schwab Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SCHW | CUSIP 808513105 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Marianne C. Brown | Mgmt | For | For | For | ||||
2 | Elect Frank C. Herringer | Mgmt | For | For | For | ||||
3 | Elect Gerri Martin-Flickinger | Mgmt | For | For | For | ||||
4 | Elect Todd M. Ricketts | Mgmt | For | For | For | ||||
5 | Elect Carolyn Schwab-Pomerantz | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
9 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
10 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | ||||
The PNC Financial Services Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PNC | CUSIP 693475105 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Joseph Alvarado | Mgmt | For | For | For | ||||
2 | Elect Debra A. Cafaro | Mgmt | For | For | For | ||||
3 | Elect Marjorie Rodgers Cheshire | Mgmt | For | For | For | ||||
4 | Elect William S. Demchak | Mgmt | For | For | For | ||||
5 | Elect Andrew T. Feldstein | Mgmt | For | For | For | ||||
6 | Elect Richard J. Harshman | Mgmt | For | For | For | ||||
7 | Elect Daniel R. Hesse | Mgmt | For | For | For | ||||
8 | Elect Renu Khator | Mgmt | For | For | For | ||||
9 | Elect Linda R. Medler | Mgmt | For | For | For | ||||
10 | Elect Robert A. Niblock | Mgmt | For | For | For | ||||
11 | Elect Martin Pfinsgraff | Mgmt | For | For | For | ||||
12 | Elect Bryan S. Salesky | Mgmt | For | For | For | ||||
13 | Elect Toni Townes-Whitley | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
The TJX Companies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TJX | CUSIP 872540109 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jose B. Alvarez | Mgmt | For | For | For | ||||
2 | Elect Alan M. Bennett | Mgmt | For | For | For | ||||
3 | Elect Rosemary T. Berkery | Mgmt | For | For | For | ||||
4 | Elect David T. Ching | Mgmt | For | For | For | ||||
5 | Elect C. Kim Goodwin | Mgmt | For | For | For | ||||
6 | Elect Ernie Herrman | Mgmt | For | For | For | ||||
7 | Elect Amy B. Lane | Mgmt | For | For | For | ||||
8 | Elect Carol Meyrowitz | Mgmt | For | For | For | ||||
9 | Elect Jackwyn L. Nemerov | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Report on Supply Chain Due Diligence | ShrHoldr | Against | Against | For | ||||
14 | Shareholder Proposal Regarding Report on Human Rights Risks from Supply Chain Employee Misclassification | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Paid Sick Leave | ShrHoldr | Against | For | Against | ||||
The Walt Disney Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DIS | CUSIP 254687106 | 04/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mary T. Barra | Mgmt | For | For | For | ||||
2 | Elect Safra A. Catz | Mgmt | For | For | For | ||||
3 | Elect Amy L. Chang | Mgmt | For | For | For | ||||
4 | Elect Francis A. deSouza | Mgmt | For | For | For | ||||
5 | Elect Carolyn N. Everson | Mgmt | For | For | For | ||||
6 | Elect Michael B.G. Froman | Mgmt | For | For | For | ||||
7 | Elect Robert A. Iger | Mgmt | For | For | For | ||||
8 | Elect Maria Elena Lagomasino | Mgmt | For | For | For | ||||
9 | Elect Calvin R. McDonald | Mgmt | For | For | For | ||||
10 | Elect Mark G. Parker | Mgmt | For | For | For | ||||
11 | Elect Derica W. Rice | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
Tootsie Roll Industries, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TR | CUSIP 890516107 | 05/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Ellen R. Gordon | Mgmt | For | For | For | ||||
1.2 | Elect Virginia L. Gordon | Mgmt | For | For | For | ||||
1.3 | Elect Lana Jane Lewis-Brent | Mgmt | For | For | For | ||||
1.4 | Elect Barre A. Seibert | Mgmt | For | Withhold | Against | ||||
1.5 | Elect Paula M. Wardynski | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
Universal Display Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OLED | CUSIP 91347P105 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steven V. Abramson | Mgmt | For | For | For | ||||
2 | Elect Cynthia J. Comparin | Mgmt | For | For | For | ||||
3 | Elect Richard C. Elias | Mgmt | For | For | For | ||||
4 | Elect Elizabeth H. Gemmill | Mgmt | For | For | For | ||||
5 | Elect C. Keith Hartley | Mgmt | For | For | For | ||||
6 | Elect Celia M. Joseph | Mgmt | For | For | For | ||||
7 | Elect Lawrence Lacerte | Mgmt | For | For | For | ||||
8 | Elect Sidney D. Rosenblatt | Mgmt | For | For | For | ||||
9 | Approval of the Equity Compensation Plan | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Walmart Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WMT | CUSIP 931142103 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Cesar Conde | Mgmt | For | For | For | ||||
2 | Elect Timothy P. Flynn | Mgmt | For | For | For | ||||
3 | Elect Sarah J. Friar | Mgmt | For | For | For | ||||
4 | Elect Carla A. Harris | Mgmt | For | For | For | ||||
5 | Elect Thomas W. Horton | Mgmt | For | For | For | ||||
6 | Elect Marissa A. Mayer | Mgmt | For | For | For | ||||
7 | Elect C. Douglas McMillon | Mgmt | For | For | For | ||||
8 | Elect Gregory B. Penner | Mgmt | For | For | For | ||||
9 | Elect Randall L. Stephenson | Mgmt | For | For | For | ||||
10 | Elect S. Robson Walton | Mgmt | For | For | For | ||||
11 | Elect Steuart L. Walton | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | ShrHoldr | Against | For | Against | ||||
Wheaton Precious Metals Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WPM | CUSIP 962879102 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect George L. Brack | Mgmt | For | For | For | ||||
1.2 | Elect John A. Brough | Mgmt | For | For | For | ||||
1.3 | Elect Jaimie Donovan | Mgmt | For | For | For | ||||
1.4 | Elect R. Peter Gillin | Mgmt | For | Withhold | Against | ||||
1.5 | Elect Chantal Gosselin | Mgmt | For | For | For | ||||
1.6 | Elect Jeane Hull | Mgmt | For | For | For | ||||
1.7 | Elect Glenn A. Ives | Mgmt | For | For | For | ||||
1.8 | Elect Charles A. Jeannes | Mgmt | For | For | For | ||||
1.9 | Elect Marilyn Schonberner | Mgmt | For | For | For | ||||
1.10 | Elect Randy V.J. Smallwood | Mgmt | For | For | For | ||||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
XPO, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
XPO | CUSIP 983793100 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Bradley S. Jacobs | Mgmt | For | For | For | ||||
2 | Elect Jason Aiken | Mgmt | For | For | For | ||||
3 | Elect Bella Allaire | Mgmt | For | For | For | ||||
4 | Elect Wes Frye | Mgmt | For | For | For | ||||
5 | Elect Mario Harik | Mgmt | For | For | For | ||||
6 | Elect Michael G. Jesselson | Mgmt | For | For | For | ||||
7 | Elect Allison Landry | Mgmt | For | For | For | ||||
8 | Elect Irene Moshouris | Mgmt | For | For | For | ||||
9 | Elect Johnny C. Taylor, Jr. | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Zebra Technologies Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ZBRA | CUSIP 989207105 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect William J Burns | Mgmt | For | For | For | ||||
2 | Elect Linda M. Connly | Mgmt | For | For | For | ||||
3 | Elect Anders Gustafsson | Mgmt | For | For | For | ||||
4 | Elect Janice M. Roberts | Mgmt | For | Against | Against | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
Fund Name : Neuberger Berman Emerging Markets Equity Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Absa Group Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ABG | CINS S0270C106 | 06/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Appointment of Joint Auditor (KPMG) | Mgmt | For | For | For | ||||
2 | Appointment of Joint Auditor (PwC) | Mgmt | For | For | For | ||||
3 | Re-elect Alex B. Darko | Mgmt | For | For | For | ||||
4 | Re-elect Francis Okomo Okello | Mgmt | For | For | For | ||||
5 | Re-elect Jason Quinn | Mgmt | For | For | For | ||||
6 | Re-elect Nonhlanhla S. Mjoli-Mncube | Mgmt | For | For | For | ||||
7 | Re-elect Tasneem Abdool-Samad | Mgmt | For | For | For | ||||
8 | Elect Audit and Compliance Committee Member (Alex B. Darko) | Mgmt | For | For | For | ||||
9 | Elect Audit and Compliance Committee Member (Dhanasagree (Daisy) Naidoo) | Mgmt | For | For | For | ||||
10 | Elect Audit and Compliance Committee Member (Rene van Wyk) | Mgmt | For | Against | Against | ||||
11 | Elect Audit and Compliance Committee Member (Swithin Munyantwali) | Mgmt | For | For | For | ||||
12 | Elect Audit and Compliance Committee Member (Tasneem Abdool-Samad) | Mgmt | For | For | For | ||||
13 | General Authority to Issue Shares | Mgmt | For | For | For | ||||
14 | Approve Remuneration Policy | Mgmt | For | For | For | ||||
15 | Approve Remuneration Implementation Report | Mgmt | For | For | For | ||||
16 | Approve NEDs' Fees | Mgmt | For | For | For | ||||
17 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
18 | Approve Financial Assistance | Mgmt | For | For | For | ||||
Absa Group Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ABG | CINS S0270C106 | 06/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Increase in Authorised Capital | Mgmt | For | For | For | ||||
2 | Amendments to Articles (Authorised Share Capital) | Mgmt | For | For | For | ||||
3 | Approve B-BBEE Transaction | Mgmt | For | For | For | ||||
4 | Authority to Issue Shares Pursuant to the B-BBEE Transaction | Mgmt | For | For | For | ||||
5 | Authority to Issue Shares for Cash Pursuant to the B-BBEE Transaction | Mgmt | For | For | For | ||||
6 | Authorization of Legal Formalities | Mgmt | For | For | For | ||||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Accton Technology Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2345 | CINS Y0002S109 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Business Report And Financial Statement | Mgmt | For | For | For | ||||
2 | 2022 Profit Distribution Proposal | Mgmt | For | For | For | ||||
3 | Amendments to the Articles of Association of the Company | Mgmt | For | For | For | ||||
4 | Amendments to the Procedures for Acquisition and Disposal of Assets of the Company | Mgmt | For | For | For | ||||
Alchip Technologies Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
3661 | CINS G02242108 | 06/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Business Report and the Consolidated Financial Statements for the Year Ended December 31, 2022 of the Company | Mgmt | For | For | For | ||||
2 | 2022 Profit Distribution Proposal. Proposed Cash Dividend: Twd 12.86 per Share | Mgmt | For | For | For | ||||
3 | Amendments To The Memorandum And Articles Of Association Of The Company | Mgmt | For | For | For | ||||
4 | Amendments To The Guideline For Acquisition And Disposal Of Assets. | Mgmt | For | For | For | ||||
5 | Release the Prohibition on Director from Participation in Competitive Business | Mgmt | For | For | For | ||||
6 | The Companys Issuance Of Common Shares Through Private Placement | Mgmt | For | Against | Against | ||||
Alibaba Group Holding Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BABA | CINS G01719114 | 09/30/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Daniel Yong ZHANG | Mgmt | For | For | For | ||||
3 | Elect Jerry YANG Chih-Yuan | Mgmt | For | For | For | ||||
4 | Elect Wan Ling Martello | Mgmt | For | For | For | ||||
5 | Elect SHAN Weijian | Mgmt | For | For | For | ||||
6 | Elect Irene LEE Yun Lien | Mgmt | For | For | For | ||||
7 | Elect Albert NG Kong Ping | Mgmt | For | For | For | ||||
8 | Appointment of Auditor | Mgmt | For | For | For | ||||
Americana Restaurants International Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMR | CINS M0859X105 | 03/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Directors' Report | Mgmt | For | For | For | ||||
2 | Auditor's Report | Mgmt | For | For | For | ||||
3 | Financial Statements | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Directors' Fees | Mgmt | For | For | For | ||||
6 | Approve Remuneration Policy | Mgmt | For | Abstain | Against | ||||
7 | Approve Audit Committee Charter | Mgmt | For | Abstain | Against | ||||
8 | Ratification of Board Acts | Mgmt | For | For | For | ||||
9 | Ratification of Auditor's Acts | Mgmt | For | For | For | ||||
10 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | Abstain | Against | ||||
11 | Related Party Transactions | Mgmt | For | Abstain | Against | ||||
12 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
13 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Anglo American plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AAL | CINS G03764134 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Elect Magali Anderson | Mgmt | For | For | For | ||||
4 | Elect Stuart Chambers | Mgmt | For | For | For | ||||
5 | Elect Duncan G. Wanblad | Mgmt | For | For | For | ||||
6 | Elect Stephen T. Pearce | Mgmt | For | For | For | ||||
7 | Elect Ian R. Ashby | Mgmt | For | For | For | ||||
8 | Elect Marcelo H. Bastos | Mgmt | For | For | For | ||||
9 | Elect Hilary Maxson | Mgmt | For | For | For | ||||
10 | Elect Hixonia Nyasulu | Mgmt | For | For | For | ||||
11 | Elect Nonkululeko M.C. Nyembezi | Mgmt | For | For | For | ||||
12 | Elect Ian Tyler | Mgmt | For | For | For | ||||
13 | Appointment of Auditor | Mgmt | For | For | For | ||||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
15 | Remuneration Policy | Mgmt | For | For | For | ||||
16 | Remuneration Report | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
20 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
API Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NA | CINS Y01787392 | 02/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Amendments to Articles | Mgmt | For | Against | Against | ||||
API Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NA | CINS Y01787392 | 05/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Approve Creation and Grant of Options Under API Holdings Limited - Employee Stock Option Plan 2020 ("ESOP Plan 2020") | Mgmt | For | Against | Against | ||||
3 | Extension of Benefits Under ESOP Plan 2020 to Employees of Subsidiaries | Mgmt | For | Against | Against | ||||
4 | Scheme of Amalgamation | Mgmt | For | For | For | ||||
API Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NA | CINS Y01787392 | 10/19/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports (Standalone) | Mgmt | For | For | For | ||||
2 | Accounts and Reports (Consolidated) | Mgmt | For | For | For | ||||
3 | Elect Harsh Parekh | Mgmt | For | Against | Against | ||||
4 | Elect Ankur Nand Thadani | Mgmt | For | For | For | ||||
5 | Approve Payment of Fees to Cost Auditors | Mgmt | For | For | For | ||||
6 | Amendments to Memorandum | Mgmt | For | For | For | ||||
7 | Transferring of Business Undertaking | Mgmt | For | For | For | ||||
8 | Related Party Transactions | Mgmt | For | Against | Against | ||||
9 | Amendment to the Employee Stock Option Plan 2020 | Mgmt | For | For | For | ||||
10 | Amendment to the Employee Stock Option Plan 2020 - Pool 19 | Mgmt | For | Against | Against | ||||
11 | Amendment to the Employee Stock Option Plan 2020 - Pool 21 | Mgmt | For | Against | Against | ||||
12 | Remuneration Payable to Subramaniam Somasundaram | Mgmt | For | For | For | ||||
13 | Remuneration Payable to Jaydeep Tank | Mgmt | For | For | For | ||||
14 | Remuneration Payable to Deepak Vaidya | Mgmt | For | For | For | ||||
15 | Remuneration Payable to Vineeta Rai | Mgmt | For | For | For | ||||
Apollo Hospitals Enterprise Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APOLLOHOSP | CINS Y0187F138 | 08/25/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Shobana Kamineni | Mgmt | For | For | For | ||||
4 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
5 | Appointment of Prathap C. Reddy (Executive Chair); Approval of Remuneration | Mgmt | For | For | For | ||||
6 | Approve Payment of Remuneration to Executive Promoter Directors | Mgmt | For | For | For | ||||
7 | Authority to Issue Non-Convertible Debentures | Mgmt | For | For | For | ||||
8 | Approve Payment of Fees to Cost Auditors | Mgmt | For | For | For | ||||
Aptus Value Housing Finance India Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APTUS | CINS Y0R9A6126 | 08/19/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Elect Sumir Chadha | Mgmt | For | Against | Against | ||||
3 | Revision of Remuneration of M. Anandan (Executive Chairman and Managing Director) | Mgmt | For | Against | Against | ||||
4 | Continuation of the Office of Sankaran Krishnamurthy as Independent Director | Mgmt | For | Against | Against | ||||
5 | Amendment to Borrowing Powers | Mgmt | For | For | For | ||||
6 | Amendment to Mortgage Assets | Mgmt | For | For | For | ||||
7 | Authority to Issue Non-Convertible Debentures | Mgmt | For | For | For | ||||
8 | Extension of ESOP 2021 to Employees of Subsidiaries | Mgmt | For | Against | Against | ||||
9 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Arabian Drilling Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2381 | CINS M00018107 | 01/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Ordinary | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Abdulwahab Mosaab Abukwaik | Mgmt | N/A | For | N/A | ||||
2 | Elect Adnan Hani Ghabris | Mgmt | N/A | For | N/A | ||||
3 | Elect Michael Mannering | Mgmt | N/A | Abstain | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Arabian Drilling Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2381 | CINS M00018107 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Ordinary | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Auditor's Report | Mgmt | For | For | For | ||||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
4 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
5 | Ratification of Board Acts | Mgmt | For | For | For | ||||
6 | Directors' Fees | Mgmt | For | For | For | ||||
7 | Related Party Transactions (Schlumberger Co. 1) | Mgmt | For | For | For | ||||
8 | Related Party Transactions (Schlumberger Co. 2) | Mgmt | For | For | For | ||||
9 | Related Party Transactions (Cameron Al Rasheed Co.) | Mgmt | For | For | For | ||||
10 | Related Party Transactions (Cameron International Co.) | Mgmt | For | For | For | ||||
11 | Related Party Transactions (Cameron France SAS) | Mgmt | For | For | For | ||||
12 | Related Party Transactions (Cameron Sense AS Co.) | Mgmt | For | For | For | ||||
13 | Related Party Transactions (Cameron Middle East FZE) | Mgmt | For | For | For | ||||
14 | Related Party Transactions (Schlumberger Middle East SA 1) | Mgmt | For | For | For | ||||
15 | Related Party Transactions (Schlumberger Middle East SA 2) | Mgmt | For | For | For | ||||
16 | Related Party Transactions (Schlumberger Middle East SA 3) | Mgmt | For | For | For | ||||
17 | Related Party Transactions (Arab Co.) | Mgmt | For | For | For | ||||
18 | Related Party Transactions (Industrialization and Energy Services Co. 1) | Mgmt | For | For | For | ||||
19 | Related Party Transactions (Industrialization and Energy Services Co. 2) | Mgmt | For | For | For | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
B3 S.A. - Brasil Bolsa Balcao | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
B3SA3 | CINS P1909G107 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Amendments to Article 3 (Corporate Purpose) | Mgmt | For | For | For | ||||
5 | Amendments to Article 5 (Reconciliation of Share Capital) | Mgmt | For | For | For | ||||
6 | Amendments to Articles 23 and 24 (Election of Directors) | Mgmt | For | For | For | ||||
7 | Amendments to Articles 35 and 37 (Chair Duties) | Mgmt | For | For | For | ||||
8 | Amendments to Article 46 (Audit Committee Composition) | Mgmt | For | For | For | ||||
9 | Amendments to Article 76 (Indemnity) | Mgmt | For | For | For | ||||
10 | Amendments to Articles 23 and 24 (Investiture) | Mgmt | For | For | For | ||||
11 | Amendments to Articles | Mgmt | For | For | For | ||||
12 | Consolidation of Articles | Mgmt | For | For | For | ||||
B3 S.A. - Brasil Bolsa Balcao | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
B3SA3 | CINS P1909G107 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
4 | Board Size | Mgmt | For | For | For | ||||
5 | Election of Directors | Mgmt | For | For | For | ||||
6 | Approve Recasting of Votes for Amended Slate | Mgmt | N/A | Against | N/A | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Proportional Allocation of Cumulative Votes | Mgmt | N/A | For | N/A | ||||
9 | Allocate Cumulative Votes to Ana Dolores Moura Carneiro de Novaes | Mgmt | N/A | For | N/A | ||||
10 | Allocate Cumulative Votes to Antonio Carlos Quintella | Mgmt | N/A | For | N/A | ||||
11 | Allocate Cumulative Votes to Caio Ibrahim David | Mgmt | N/A | For | N/A | ||||
12 | Allocate Cumulative Votes to Claudia de Souza Ferris | Mgmt | N/A | For | N/A | ||||
13 | Allocate Cumulative Votes to Claudia Farkouh Prado | Mgmt | N/A | For | N/A | ||||
14 | Allocate Cumulative Votes to Cristina Anne Betts | Mgmt | N/A | For | N/A | ||||
15 | Allocate Cumulative Votes to Florian Bartunek | Mgmt | N/A | For | N/A | ||||
16 | Allocate Cumulative Votes to Guilherme Affonso Ferreira | Mgmt | N/A | For | N/A | ||||
17 | Allocate Cumulative Votes to Mauricio Machado de Minas | Mgmt | N/A | For | N/A | ||||
18 | Allocate Cumulative Votes to Pedro Paulo Giubbina Lorenzini | Mgmt | N/A | For | N/A | ||||
19 | Allocate Cumulative Votes to Rodrigo Guedes Xavier | Mgmt | N/A | For | N/A | ||||
20 | Remuneration Policy | Mgmt | For | For | For | ||||
21 | Request Establishment of Supervisory Council | Mgmt | N/A | For | N/A | ||||
22 | Election of Supervisory Council | Mgmt | For | For | For | ||||
23 | Approve Recasting of Votes for Amended Supervisory Council Slate | Mgmt | N/A | Against | N/A | ||||
24 | Supervisory Council Fees | Mgmt | For | For | For | ||||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
B3 S.A. - Brasil Bolsa Balcao | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
B3SA3 | CINS P1909G107 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Request Cumulative Voting | Mgmt | N/A | Against | N/A | ||||
4 | Election of Directors | Mgmt | For | For | For | ||||
5 | Approve Recasting of Votes for Amended Slate | Mgmt | For | Against | Against | ||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
7 | Proportional Allocation of Cumulative Votes | Mgmt | N/A | For | N/A | ||||
8 | Allocate Cumulative Votes to Ana Dolores Moura Carneiro de Novaes | Mgmt | N/A | For | N/A | ||||
9 | Allocate Cumulative Votes to Antonio Carlos Quintella | Mgmt | N/A | For | N/A | ||||
10 | Allocate Cumulative Votes to Caio Ibrahim David | Mgmt | N/A | For | N/A | ||||
11 | Allocate Cumulative Votes to Claudia de Souza Ferris | Mgmt | N/A | For | N/A | ||||
12 | Allocate Cumulative Votes to Claudia Farkouh Prado | Mgmt | N/A | For | N/A | ||||
13 | Allocate Cumulative Votes to Cristina Anne Betts | Mgmt | N/A | For | N/A | ||||
14 | Allocate Cumulative Votes to Florian Bartunek | Mgmt | N/A | For | N/A | ||||
15 | Allocate Cumulative Votes to Guilherme Affonso Ferreira | Mgmt | N/A | For | N/A | ||||
16 | Allocate Cumulative Votes to Mauricio Machado de Minas | Mgmt | N/A | For | N/A | ||||
17 | Allocate Cumulative Votes to Pedro Paulo Giubbina Lorenzini | Mgmt | N/A | For | N/A | ||||
18 | Allocate Cumulative Votes to Rodrigo Guedes Xavier | Mgmt | N/A | For | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
B3 S.A. - Brasil Bolsa Balcao | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
B3SA3 | CINS P1909G107 | 12/12/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Acquisition | Mgmt | For | For | For | ||||
Baidu, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BIDU | CUSIP 056752108 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Amended and Restated Articles of Association | Mgmt | For | For | For | ||||
Bangkok Bank Public Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BBL | CINS Y0606R119 | 04/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Results of Operations | Mgmt | For | For | For | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
4 | Elect Deja Tulananda | Mgmt | For | Against | Against | ||||
5 | Elect Siri Jirapongphan | Mgmt | For | Against | Against | ||||
6 | Elect Pichet Durongkaveroj | Mgmt | For | Against | Against | ||||
7 | Elect Charamporn Jotikasthira | Mgmt | For | Against | Against | ||||
8 | Elect Chartsiri Sophonpanich | Mgmt | For | For | For | ||||
9 | Elect Chansak Fuangfu | Mgmt | For | Against | Against | ||||
10 | Elect Niramarn Laisathit | Mgmt | For | Against | Against | ||||
11 | Directors' Fees | Mgmt | For | For | For | ||||
12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
13 | Amendments to Articles | Mgmt | For | For | For | ||||
14 | Transaction of Other Business | Mgmt | For | Against | Against | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Bank Negara Indonesia (Persero) Tbk | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BBNI | CINS Y74568166 | 03/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports; Partnership and Community Development Program Report | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Directors' and Commissioners' Fees | Mgmt | For | Against | Against | ||||
4 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
5 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
6 | Approval of Recovery Plan and Resolution Plan | Mgmt | For | For | For | ||||
7 | Ratification and Reporting of Implementation of Delegation of Authority | Mgmt | For | For | For | ||||
8 | Use of Proceeds | Mgmt | For | For | For | ||||
9 | Election of Directors and/or Commissioners (Slate) | Mgmt | For | Against | Against | ||||
Bank Negara Indonesia (Persero) Tbk | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BBNI | CINS Y74568166 | 08/31/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Results of Operations | Mgmt | For | For | For | ||||
2 | Election of Directors and/or Commissioners (Slate) | Mgmt | For | Against | Against | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Bank of Ningbo Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002142 | CINS Y0698G104 | 02/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Election Of Directors | Mgmt | For | For | For | ||||
2 | Election Of Supervisors | Mgmt | For | For | For | ||||
3 | Elect ZHOU Shijie | Mgmt | For | For | For | ||||
4 | 2023 Estimated Quota Of Continuing Connected Transactions | Mgmt | For | For | For | ||||
5 | Issuance Of Financial Bonds | Mgmt | For | For | For | ||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
7 | Elect ZHOU Jianhua | Mgmt | For | For | For | ||||
8 | Elect WEI Xuemei | Mgmt | For | For | For | ||||
9 | Elect CHEN Delong | Mgmt | For | For | For | ||||
10 | Elect QIU Qinghe | Mgmt | For | For | For | ||||
11 | Elect LIU Xinyu | Mgmt | For | For | For | ||||
12 | Elect LU Huayu | Mgmt | For | For | For | ||||
13 | Elect ZHUANG Lingjun | Mgmt | For | For | For | ||||
14 | Elect LUO Weikai | Mgmt | For | Against | Against | ||||
15 | Elect FENG Peijiong | Mgmt | For | For | For | ||||
16 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
17 | Elect BEI Duoguang | Mgmt | For | For | For | ||||
18 | Elect LI Hao | Mgmt | For | For | For | ||||
19 | Elect HONG Peili | Mgmt | For | For | For | ||||
20 | Elect WANG Weian | Mgmt | For | For | For | ||||
21 | Elect LI Renjie | Mgmt | For | For | For | ||||
22 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
23 | Elect DING Yuanyao | Mgmt | For | For | For | ||||
24 | Elect YU Dechang | Mgmt | For | For | For | ||||
25 | Elect BAO Mingwei | Mgmt | For | For | For | ||||
Bank of Ningbo Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002142 | CINS Y0698G104 | 02/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Adjustment Of The Capital Increase Plan For A Subsidiary | Mgmt | For | For | For | ||||
Bank of Ningbo Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002142 | CINS Y0698G104 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Work Report Of The Board Of Directors | Mgmt | For | For | For | ||||
2 | 2022 Annual Report | Mgmt | For | For | For | ||||
3 | 2022 Annual Accounts And 2023 Financial Budget Report | Mgmt | For | For | For | ||||
4 | 2022 Profit Distribution Plan | Mgmt | For | For | For | ||||
5 | Appointment of Auditor | Mgmt | For | For | For | ||||
6 | Implementing Results of 2022 Related Party Transactions and 2023 Work Plan | Mgmt | For | For | For | ||||
7 | Adjustment of 2023 Estimated Quota of Related Party Transactions | Mgmt | For | For | For | ||||
8 | 2022 Major Shareholder Evaluation Report | Mgmt | For | For | For | ||||
9 | Purchase of Liability Insurance for Directors, Supervisors and Senior Management | Mgmt | For | For | For | ||||
10 | Directors' Fees | Mgmt | For | For | For | ||||
11 | Establishment of Remuneration Measures for the Chairman and Vice Chairman of the Board | Mgmt | For | For | For | ||||
12 | 2022 Work Report Of The Supervisory Committee | Mgmt | For | For | For | ||||
13 | Supervisors' Fees | Mgmt | For | For | For | ||||
14 | Establishment of Remuneration Measures for Chairman of the Supervisory Committee | Mgmt | For | For | For | ||||
15 | 2022 Performance Evaluation Report On Directors And The Board Of Directors | Mgmt | For | For | For | ||||
16 | 2022 Performance Evaluation Report on the Supervisory Committee and Supervisors | Mgmt | For | For | For | ||||
17 | 2022 Performance Evaluation Report on the Senior Management Team and its Members | Mgmt | For | For | For | ||||
18 | 2022 Work Report On Capital Management | Mgmt | For | For | For | ||||
BDO Unibank Inc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BDO | CINS Y07775102 | 04/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Call To Order | Mgmt | For | For | For | ||||
3 | Proof of Notice and Determination of Quorum | Mgmt | For | For | For | ||||
4 | Meeting Minutes | Mgmt | For | For | For | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | Open Forum | Mgmt | For | For | For | ||||
7 | Ratification of Board Acts | Mgmt | For | For | For | ||||
8 | Elect Jones M. Castro Jr. | Mgmt | For | For | For | ||||
9 | Elect Jesus A. Jacinto Jr. | Mgmt | For | For | For | ||||
10 | Elect Teresita T. Sy | Mgmt | For | For | For | ||||
11 | Elect Josefina N. Tan | Mgmt | For | For | For | ||||
12 | Elect Nestor V. Tan | Mgmt | For | Against | Against | ||||
13 | Elect Walter C. Wassmer | Mgmt | For | For | For | ||||
14 | Elect George T. Barcelon | Mgmt | For | For | For | ||||
15 | Elect Estela P. Bernabe | Mgmt | For | For | For | ||||
16 | Elect Vipul Bhagat | Mgmt | For | Against | Against | ||||
17 | Elect Vicente S. Perez Jr. | Mgmt | For | For | For | ||||
18 | Elect Dioscoro I. Ramos | Mgmt | For | For | For | ||||
19 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
20 | Transaction of Other Business | Mgmt | For | Against | Against | ||||
21 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Bid Corporation Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BID | CINS S11881109 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Ordinary | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Amendment to the Conditional Share Plan Scheme | Mgmt | For | For | For | ||||
2 | Amendment to the Conditional Share Plan Scheme (Good Leavers Awards) | Mgmt | For | For | For | ||||
3 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
Bid Corporation Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BID | CINS S11881109 | 11/17/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Appointment of Auditor | Mgmt | For | For | For | ||||
2 | Re-elect Tasneem Abdool-Samad | Mgmt | For | For | For | ||||
3 | Re-elect David E. Cleasby | Mgmt | For | For | For | ||||
4 | Re-elect Brian Joffe | Mgmt | For | For | For | ||||
5 | Re-elect Helen Wiseman | Mgmt | For | For | For | ||||
6 | Election of Audit Committee Member (Tasneem Abdool-Samad) | Mgmt | For | For | For | ||||
7 | Elect Audit and Risk Committee Member (Paul Baloyi) | Mgmt | For | For | For | ||||
8 | Elect Audit and Risk Committee Member (Keneilwe R. Moloko) | Mgmt | For | For | For | ||||
9 | Elect Audit and Risk Committee Member (Nigel G. Payne) | Mgmt | For | For | For | ||||
10 | Elect Audit and Risk Committee Chair (Helen Wiseman) | Mgmt | For | For | For | ||||
11 | Approve Remuneration Policy | Mgmt | For | For | For | ||||
12 | Approve Remuneration Implementation Policy | Mgmt | For | For | For | ||||
13 | Amendment to the Conditional Share Plan Scheme | Mgmt | For | For | For | ||||
14 | General Authority to Issue Shares | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares for Cash | Mgmt | For | For | For | ||||
16 | Approve Allocation to Distribute Share Capital or Premium | Mgmt | For | For | For | ||||
17 | Authority to Create and Issue Convertible Debentures | Mgmt | For | For | For | ||||
18 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
20 | Chair | Mgmt | For | For | For | ||||
21 | Lead independent non-executive director | Mgmt | For | For | For | ||||
22 | Non-executive directors | Mgmt | For | For | For | ||||
23 | Audit and risk committee chair | Mgmt | For | For | For | ||||
24 | Audit and risk committee member | Mgmt | For | For | For | ||||
25 | Remuneration committee chair | Mgmt | For | For | For | ||||
26 | Remuneration committee member | Mgmt | For | For | For | ||||
27 | Nominations committee chair | Mgmt | For | For | For | ||||
28 | Nominations committee member | Mgmt | For | For | For | ||||
29 | Acquisitions committee chair | Mgmt | For | For | For | ||||
30 | Acquisitions committee member | Mgmt | For | For | For | ||||
31 | Social and ethics committee chair | Mgmt | For | For | For | ||||
32 | Social and ethics committee member | Mgmt | For | For | For | ||||
33 | Ad hoc meetings | Mgmt | For | For | For | ||||
34 | Travel per meeting cycle | Mgmt | For | For | For | ||||
35 | Approve Financial Assistance (Sections 44 & 45) | Mgmt | For | For | For | ||||
Borouge Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BOROUGE | CINS M1838M103 | 03/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Meeting Procedures | Mgmt | For | For | For | ||||
2 | Directors' Report | Mgmt | For | For | For | ||||
3 | Auditor's Report | Mgmt | For | For | For | ||||
4 | Financial Statements | Mgmt | For | For | For | ||||
5 | Interim Dividend | Mgmt | For | For | For | ||||
6 | Directors' Fees | Mgmt | For | Abstain | Against | ||||
7 | Ratification of Board Acts | Mgmt | For | For | For | ||||
8 | Ratification of Auditor's Acts | Mgmt | For | For | For | ||||
9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | Abstain | Against | ||||
10 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
11 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Borouge Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BOROUGE | CINS M1838M103 | 09/22/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Meeting Procedures | Mgmt | For | For | For | ||||
2 | Interim Dividend | Mgmt | For | For | For | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
BYD Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1211 | CINS Y1023R104 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Directors' Report | Mgmt | For | For | For | ||||
3 | Supervisors' Report | Mgmt | For | For | For | ||||
4 | Accounts and Reports | Mgmt | For | For | For | ||||
5 | Annual Report | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
8 | Authority to Give Guarantees | Mgmt | For | Against | Against | ||||
9 | Approval of Cap of Ordinary Connected Transactions | Mgmt | For | For | For | ||||
10 | Authority to Issue H Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
11 | Authority to Issue Shares of BYD Electronic w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
12 | Authority to Issue Domestic and Overseas Debt Financing Instruments | Mgmt | For | For | For | ||||
13 | Liability Insurance | Mgmt | For | Abstain | Against | ||||
14 | Compliance Manual in Relation to Connected Transactions | Mgmt | For | For | For | ||||
CarTrade Tech Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CARTRADE | CINS Y6191F105 | 05/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Revision in Remuneration of Vinay Vinod Sanghi (Chairman and Managing Director) | Mgmt | For | Against | Against | ||||
3 | Elect Lakshminarayanan Subramanian | Mgmt | For | For | For | ||||
4 | Elect Kishori Jayendra Udeshi | Mgmt | For | Against | Against | ||||
5 | Elect Vivek Gul Asrani | Mgmt | For | For | For | ||||
6 | Grant of ESOP Options under the Employees Stock Option Plan, 2014 to Victor Anthony Perry III, Non-Executive Director | Mgmt | For | Against | Against | ||||
CarTrade Tech Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CARTRADE | CINS Y6191F105 | 09/27/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Elect Aneesha Menon | Mgmt | For | For | For | ||||
3 | Increase in Remuneration of Aneesha Menon (Executive Director & CFO) | Mgmt | For | Against | Against | ||||
4 | Approve Remuneration of Vinay Vinod Sanghi (Chair & Managing Director) | Mgmt | For | Against | Against | ||||
5 | Related Party Transactions | Mgmt | For | For | For | ||||
Chemical Works of Gedeon Richter Plc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RICHTER | CINS X3124S107 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Vote Counting Device | Mgmt | For | For | For | ||||
8 | Recording Device for Meeting | Mgmt | For | For | For | ||||
9 | Election of Presiding Chair and Individuals to Keep Minutes | Mgmt | For | For | For | ||||
10 | Accounts and Reports (Consolidated) | Mgmt | For | For | For | ||||
11 | Auditor's Report (Consolidated) | Mgmt | For | For | For | ||||
12 | Financial Statements | Mgmt | For | For | For | ||||
13 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
14 | Corporate Governance Report | Mgmt | For | For | For | ||||
15 | Amendments to Remuneration Policy | Mgmt | For | Against | Against | ||||
16 | Remuneration Report | Mgmt | For | For | For | ||||
17 | Amend Article 7.12 | Mgmt | For | For | For | ||||
18 | Amend Article 11.2 | Mgmt | For | For | For | ||||
19 | Directors' Report on Acquired Treasury Shares | Mgmt | For | For | For | ||||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
21 | Elect Erik Bogsch | Mgmt | For | For | For | ||||
22 | Elect Gabor Orban | Mgmt | For | For | For | ||||
23 | Elect Ilona Hardy | Mgmt | For | For | For | ||||
24 | Elect Szilveszter E. Vizi | Mgmt | For | For | For | ||||
25 | Elect Peter Cserhati | Mgmt | For | For | For | ||||
26 | Elect Gabriella Balogh | Mgmt | For | For | For | ||||
27 | Elect Balazs Szepesi | Mgmt | For | For | For | ||||
28 | Elect Nemeth Laszlone | Mgmt | For | For | For | ||||
29 | Elect Ferenc Sallai to the Supervisory Board | Mgmt | For | For | For | ||||
30 | Directors' Fees (Chair and Members) | Mgmt | For | For | For | ||||
31 | Directors' Fees (Meeting Fee) | Mgmt | For | For | For | ||||
32 | Directors' Fees (Bonus) | Mgmt | For | Against | Against | ||||
33 | Supervisory Board Fees (Chair and Members) | Mgmt | For | For | For | ||||
34 | Supervisory Board Fees (Chair Meeting Fee) | Mgmt | For | For | For | ||||
35 | Supervisory Board Fees (Members Meeting Fee) | Mgmt | For | For | For | ||||
36 | Appointment of Auditor | Mgmt | For | For | For | ||||
37 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
38 | Shareholder Counterproposal Regarding Allocation of Profits | ShrHoldr | Against | Against | For | ||||
China Longyuan Power Group Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
0916 | CINS Y1501T101 | 01/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Appointment of Internal Control Auditor | Mgmt | For | For | For | ||||
3 | Increase registered capital of Guangdong New Energy | Mgmt | For | For | For | ||||
China Mengniu Dairy Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2319 | CINS G21096105 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect Jeffrey LU Minfang and Approve Fees | Mgmt | For | For | For | ||||
6 | Elect Simon Dominic Stevens and Approve Fees | Mgmt | For | For | For | ||||
7 | Elect GE Jun and Approve Fees | Mgmt | For | For | For | ||||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
9 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
11 | Amendments to Articles (Core Standards) | Mgmt | For | For | For | ||||
12 | Amendments to Articles (Other Amendments) | Mgmt | For | For | For | ||||
13 | Adoption of the New Memorandum and Articles of Association | Mgmt | For | For | For | ||||
Chunghwa Telecom Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2412 | CINS Y1613J108 | 05/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Release of Non-Competition Restrictions on Directors | Mgmt | For | Against | Against | ||||
Citic Securities Co. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6030 | CINS Y1639N109 | 06/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Director's Report | Mgmt | For | For | For | ||||
2 | Supervisor's Report | Mgmt | For | For | For | ||||
3 | 2022 Annual Report | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
6 | Estimated Investment Amount For Proprietary Business | Mgmt | For | For | For | ||||
7 | Authority to Give Guarantees | Mgmt | For | For | For | ||||
8 | Directors' and Supervisors' Fees | Mgmt | For | For | For | ||||
9 | Transactions with subsidiaries and the CITIC Group | Mgmt | For | For | For | ||||
10 | Transactions between the Group and companies in which the Directors, Supervisors and senior management of the Company hold positions | Mgmt | For | For | For | ||||
11 | Transactions between the Group and companies holding more than 5% equity interest in the Company | Mgmt | For | For | For | ||||
CITIC Securities Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600030 | CINS Y1639N109 | 03/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Amendments to Articles of Association | Mgmt | For | For | For | ||||
2 | Amendments to Procedural Rules: Shareholder Meetings | Mgmt | For | For | For | ||||
3 | Amendments to Procedural Rules: Board Meetings | Mgmt | For | For | For | ||||
4 | Amendments to Procedural Rules: Supervisory Board Meetings | Mgmt | For | For | For | ||||
Credicorp Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BAP | CUSIP G2519Y108 | 03/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Antonio Abruna Puyol | Mgmt | For | For | For | ||||
2 | Elect Nuria Alino Perez | Mgmt | For | For | For | ||||
3 | Elect Maite Aranzabal Harreguy | Mgmt | For | Against | Against | ||||
4 | Elect Alexandre Gouvea | Mgmt | For | For | For | ||||
5 | Elect Patricia Lizarraga Guthertz | Mgmt | For | For | For | ||||
6 | Elect Raimundo Morales Dasso | Mgmt | For | Against | Against | ||||
7 | Elect Leslie Harold Pierce Diez Canseco | Mgmt | For | Against | Against | ||||
8 | Elect Luis Enrique Romero Belismelis | Mgmt | For | Against | Against | ||||
9 | Elect Pedro Rubio Feijoo | Mgmt | For | For | For | ||||
10 | Directors' Fees | Mgmt | For | For | For | ||||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
Dino Polska SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DNP | CINS X188AF102 | 06/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Election of Presiding Chair | Mgmt | For | For | For | ||||
7 | Compliance with Rules of Convocation | Mgmt | For | For | For | ||||
8 | Agenda | Mgmt | For | For | For | ||||
9 | Presentation of Management Board Activity Report | Mgmt | For | For | For | ||||
10 | Presentation of Financial Statements | Mgmt | For | For | For | ||||
11 | Presentation of Allocation of Profits Proposal | Mgmt | For | For | For | ||||
12 | Presentation of Supervisory Board Activity Report | Mgmt | For | For | For | ||||
13 | Presentation of Supervisory Board Report (Company's Activity; Financial Statements; Allocation of Profits) | Mgmt | For | For | For | ||||
14 | Presentation of Motion to Approve Management Board Report | Mgmt | For | For | For | ||||
15 | Presentation of Motion to Approve Accounts and Reports | Mgmt | For | For | For | ||||
16 | Presentation of Motion to Approve Accounts and Reports (Consolidated) | Mgmt | For | For | For | ||||
17 | Presentation of Motion to Approve Allocation of Profits | Mgmt | For | For | For | ||||
18 | Presentation of Motion to Ratify Management and Supervisory Board Acts | Mgmt | For | For | For | ||||
19 | Management Board Report | Mgmt | For | For | For | ||||
20 | Financial Statements | Mgmt | For | For | For | ||||
21 | Financial Statements (Consolidated) | Mgmt | For | For | For | ||||
22 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
23 | Ratify Michal Krauze | Mgmt | For | For | For | ||||
24 | Ratify Michal Muskala | Mgmt | For | For | For | ||||
25 | Ratify Izabela Biadala | Mgmt | For | For | For | ||||
26 | Ratify Piotr Scigala | Mgmt | For | For | For | ||||
27 | Ratify Tomasz Biernacki | Mgmt | For | For | For | ||||
28 | Ratify Eryk Bajer | Mgmt | For | For | For | ||||
29 | Ratify Slawomir Jakszuk | Mgmt | For | For | For | ||||
30 | Ratify Piotr Nowjalis | Mgmt | For | For | For | ||||
31 | Ratify Maciej Polanowski | Mgmt | For | For | For | ||||
32 | Remuneration Report | Mgmt | For | Against | Against | ||||
DLF Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DLF | CINS Y2089H105 | 01/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Appointment of Ashok Kumar Tyagi (Chief Executive Officer); Approval of Remuneration | Mgmt | For | For | For | ||||
3 | Appointment of Devinder Singh (Chief Executive Officer); Approval of Remuneration | Mgmt | For | For | For | ||||
4 | Elect Vivek Mehra | Mgmt | For | Against | Against | ||||
5 | Continuation of Gurvirendra Singh Talwar as Non-Executive Director | Mgmt | For | Against | Against | ||||
DLF Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DLF | CINS Y2089H105 | 08/10/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Gurvirendra S. Talwar | Mgmt | For | Against | Against | ||||
4 | Elect Devinder Singh | Mgmt | For | Against | Against | ||||
5 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
6 | Approve Payment of Fees to Cost Auditors | Mgmt | For | For | For | ||||
7 | Related Party Transactions | Mgmt | For | For | For | ||||
8 | Continuation of the Office of Aditya Singh | Mgmt | For | Against | Against | ||||
Dubai Islamic Bank | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DIB | CINS M2888J107 | 03/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Directors' Report | Mgmt | For | For | For | ||||
3 | Auditor's Report | Mgmt | For | For | For | ||||
4 | Sharia Supervisory Committee Report | Mgmt | For | For | For | ||||
5 | Financial Statements | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Directors' Fees | Mgmt | For | For | For | ||||
8 | Ratification of Board Acts | Mgmt | For | For | For | ||||
9 | Ratification of Auditor's Acts | Mgmt | For | For | For | ||||
10 | Election of Directors | Mgmt | For | Abstain | Against | ||||
11 | Election of Sharia Supervisory Committee | Mgmt | For | Abstain | Against | ||||
12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | Abstain | Against | ||||
13 | Appoint Shareholder Representatives | Mgmt | For | For | For | ||||
14 | Authority to Issue Sukuk and/or Other Instruments | Mgmt | For | For | For | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
EPL Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EPL | CINS Y2297N142 | 08/04/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Animesh Agarwal | Mgmt | For | Against | Against | ||||
4 | Authority to Set Cost Auditor's Fees | Mgmt | For | For | For | ||||
5 | Authority to Issue Non-Convertible Debentures | Mgmt | For | For | For | ||||
Galaxy Entertainment Group Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
0027 | CINS Y2679D118 | 05/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Accounts and Reports | Mgmt | For | For | For | ||||
5 | Elect Joseph CHEE Ying Keung | Mgmt | For | For | For | ||||
6 | Elect William YIP Shue Lam | Mgmt | For | Against | Against | ||||
7 | Elect Patrick WONG Lung Tak | Mgmt | For | Against | Against | ||||
8 | Directors' Fees | Mgmt | For | For | For | ||||
9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
11 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
12 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | ||||
13 | Adoption of Share Award Scheme and Share Option Scheme | Mgmt | For | Against | Against | ||||
14 | Service Provider Sub-limit | Mgmt | For | Against | Against | ||||
15 | Suspension of 2021 Share Award Scheme and Termination of 2021 Share Option Scheme | Mgmt | For | For | For | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Geely Automobile Holdings Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
0175 | CINS G3777B103 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | 2023 Share Option Scheme | Mgmt | For | Against | Against | ||||
4 | Amendments to the 2021 Share Award Scheme | Mgmt | For | For | For | ||||
5 | Service Provider Sub-limit | Mgmt | For | Against | Against | ||||
Geely Automobile Holdings Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
0175 | CINS G3777B103 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Acquisition Agreement and Supplemental Agreement | Mgmt | For | For | For | ||||
4 | CKDs and Automobile Components Sales Agreement | Mgmt | For | For | For | ||||
Geely Automobile Holdings Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
0175 | CINS G3777B103 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Proton Agreement | Mgmt | For | For | For | ||||
4 | DHG Agreement | Mgmt | For | For | For | ||||
Geely Automobile Holdings Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
0175 | CINS G3777B103 | 11/11/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Supplemental Services Agreement | Mgmt | For | For | For | ||||
4 | Supplemental Automobile Components Procurement Agreement | Mgmt | For | For | For | ||||
Giga Device Semiconductor (Beijing) Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603986 | CINS Y270BL103 | 07/22/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Change of the Company S Name and Amendments to the Company S Articles of Association | Mgmt | For | For | For | ||||
Giga Device Semiconductor (Beijing) Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603986 | CINS Y270BL103 | 12/16/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Appointment of Auditor | Mgmt | For | For | For | ||||
2 | Termination of Some Projects Financed With Raised Funds and Permanently Supplementing the Working Capital With the Surplus Raised Funds | Mgmt | For | For | For | ||||
3 | Purchase of Liability Insurance for Directors, Supervisors and Senior Management | Mgmt | For | For | For | ||||
4 | Amendments to Articles | Mgmt | For | For | For | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Elect LI Hong | Mgmt | For | For | For | ||||
7 | Elect HU Hong | Mgmt | For | For | For | ||||
GMM Pfaudler Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GMM | CINS Y27292120 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Nakul Toshniwal | Mgmt | For | For | For | ||||
GMM Pfaudler Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GMM | CINS Y27292120 | 09/01/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Authority to Give Guarantees, Grant Loans and Make Investments | Mgmt | For | For | For | ||||
2 | Amendment to Borrowing Powers | Mgmt | For | For | For | ||||
3 | Authority to Mortgage Assets | Mgmt | For | For | For | ||||
4 | Acquisition of Additional 46% Stake in GMM International S.a.r.l. | Mgmt | For | For | For | ||||
5 | Authority to Pledge Shares held in a Subsidiary | Mgmt | For | For | For | ||||
6 | Private Placement of Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
GMM Pfaudler Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GMM | CINS Y27292120 | 09/19/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Harsh Gupta | Mgmt | For | For | For | ||||
4 | Approve Payment of Fees to Cost Auditors | Mgmt | For | For | For | ||||
Grupo Aeroportuario Del Pacifico SAB de CV | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GAP | CINS P4959P100 | 04/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Reports | Mgmt | For | For | For | ||||
2 | Ratification of Board Acts | Mgmt | For | For | For | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits | Mgmt | For | For | For | ||||
5 | Allocation of Dividends | Mgmt | For | For | For | ||||
6 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
7 | Report on Election of Directors Series BB | Mgmt | For | For | For | ||||
8 | Election of Director Series B Minority Shareholders | Mgmt | For | Abstain | Against | ||||
9 | Election of Directors Series B | Mgmt | For | For | For | ||||
10 | Elect Laura Renee Diez Barroso Azcarraga de Laviada as Board Chair | Mgmt | For | For | For | ||||
11 | Directors' Fees | Mgmt | For | For | For | ||||
12 | Elect Alvaro Fernandez Garza as Nominating and Remuneration Committee Member Series B | Mgmt | For | For | For | ||||
13 | Elect Carlos Cardenas Guzman as Audit and Corporate Governance Committee Chair | Mgmt | For | For | For | ||||
14 | Related Party Transactions | Mgmt | For | For | For | ||||
15 | Election of Meeting Delegates | Mgmt | For | For | For | ||||
Grupo Aeroportuario Del Pacifico SAB de CV | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GAP | CINS P4959P100 | 04/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Cancellation of Treasury Shares | Mgmt | For | For | For | ||||
2 | Authorization of Legal Formalities; Amend Article 6 (Reconciliation of Share Capital) | Mgmt | For | For | For | ||||
3 | Amendments to Article 29 (Sustainability Committee) | Mgmt | For | For | For | ||||
4 | Election of Meeting Delegates | Mgmt | For | For | For | ||||
Grupo Aeroportuario Del Pacifico SAB de CV | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GAP | CINS P4959P100 | 05/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Ordinary | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Report on Election of Directors Series BB | Mgmt | For | For | For | ||||
3 | Elect Carlos Cardenas Guzman | Mgmt | For | For | For | ||||
4 | Elect Angel Losada Moreno | Mgmt | For | For | For | ||||
5 | Elect Joaquin Vargas Guajardo | Mgmt | For | For | For | ||||
6 | Elect Juan Diez-Canedo Ruiz | Mgmt | For | For | For | ||||
7 | Elect Luis Tellez Kuenzler | Mgmt | For | For | For | ||||
8 | Elect Alejandra Palacios Prieto | Mgmt | For | For | For | ||||
9 | Elect Alejandra Yazmin Soto Ayech | Mgmt | For | For | For | ||||
10 | Elect Luis Tellez Kuenzler as Nominating and Remuneration Committee Member Series B | Mgmt | For | For | For | ||||
11 | Election of Meeting Delegates | Mgmt | For | For | For | ||||
Hana Financial Group Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
086790 | CINS Y29975102 | 03/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | Against | Against | ||||
2 | Amendments to Articles | Mgmt | For | For | For | ||||
3 | Elect KIM Hong Jin | Mgmt | For | For | For | ||||
4 | Elect HEO Yoon | Mgmt | For | For | For | ||||
5 | Elect LEE Jung Won | Mgmt | For | For | For | ||||
6 | Elect PARK Dong Moon | Mgmt | For | For | For | ||||
7 | Elect LEE Kang Won | Mgmt | For | For | For | ||||
8 | Elect WON Sook Yeon | Mgmt | For | For | For | ||||
9 | Elect LEE Jun Seo | Mgmt | For | For | For | ||||
10 | Elect LEE Seung Yeol | Mgmt | For | For | For | ||||
11 | Election of Independent Director to Be Appointed as Audit Committee Member: YANG Dong Hoon | Mgmt | For | Against | Against | ||||
12 | Election of Audit Committee Member: HEO Yoon | Mgmt | For | For | For | ||||
13 | Election of Audit Committee Member: WON Sook Yeon | Mgmt | For | For | For | ||||
14 | Election of Audit Committee Member: LEE Jun Seo | Mgmt | For | For | For | ||||
15 | Directors' Fees | Mgmt | For | For | For | ||||
HDFC Bank Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HDFCBANK | CINS Y3119P190 | 03/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Related Party Transactions with Housing Development Finance Corporation Limited | Mgmt | For | For | For | ||||
3 | Related Party Transactions with HDB Financial Services Limited | Mgmt | For | For | For | ||||
4 | Related Party Transactions with HDFC Securities Limited | Mgmt | For | For | For | ||||
5 | Related Party Transactions with HDFC Life Insurance Company Limited | Mgmt | For | For | For | ||||
6 | Related Party Transactions with HDFC ERGO General Insurance Company Limited | Mgmt | For | For | For | ||||
7 | Related Party Transactions with HDFC Credila Financial Services Limited | Mgmt | For | For | For | ||||
HDFC Bank Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HDFCBANK | CINS Y3119P190 | 07/16/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports (Standalone) | Mgmt | For | For | For | ||||
2 | Accounts and Reports (Consolidated) | Mgmt | For | For | For | ||||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
4 | Elect Renu Sud Karnad | Mgmt | For | Against | Against | ||||
5 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
6 | Ratification of Additional Fees of Statutory Auditor | Mgmt | For | For | For | ||||
7 | Elect Renu Sud Karnad (From September 3, 2022 - September 2, 2027) | Mgmt | For | Against | Against | ||||
8 | Authority to Issue Debt Instruments | Mgmt | For | For | For | ||||
HDFC Bank Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HDFCBANK | CINS Y3119P190 | 11/25/2022 | Voted | ||||||
Meeting Type | |||||||||
Court | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Scheme of Arrangement | Mgmt | For | For | For | ||||
HDFC Bank Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HDFCBANK | CINS Y3119P190 | 06/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Election and Appointment of Kaizad Bharucha (Deputy Managing Director) | Mgmt | For | For | For | ||||
3 | Election and Appointment of Bhavesh Zaveri (Executive Director) | Mgmt | For | For | For | ||||
Hiwin Technologies Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2049 | CINS Y3226A102 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
Hong Kong Exchanges And Clearing Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
0388 | CINS Y3506N139 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Elect CHEAH Cheng Hye | Mgmt | For | For | For | ||||
5 | Elect Hugo LEUNG Pak Hon | Mgmt | For | For | For | ||||
6 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
7 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
8 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
Housing Development Finance Corp. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HDFC | CINS Y37246207 | 11/25/2022 | Voted | ||||||
Meeting Type | |||||||||
Court | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Scheme of Arrangement | Mgmt | For | For | For | ||||
Housing Development Finance Corporation Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HDFC | CINS Y37246207 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Amendment to Borrowing Powers | Mgmt | For | For | For | ||||
Hua Hong Semiconductor Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1347 | CINS Y372A7109 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Elect SUN Guodong | Mgmt | For | For | For | ||||
5 | Elect YE Jun | Mgmt | For | Against | Against | ||||
6 | Elect Stephen CHANG Tso Tung | Mgmt | For | For | For | ||||
7 | Directors' Fees | Mgmt | For | For | For | ||||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
9 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
11 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | ||||
Hua Hong Semiconductor Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1347 | CINS Y372A7109 | 06/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Extension of the Validity Period of the Resolution on the RMB Share Issue | Mgmt | For | For | For | ||||
4 | Extension of the Board Authorisation | Mgmt | For | For | For | ||||
Hua Hong Semiconductor Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1347 | CINS Y372A7109 | 06/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Engineering, Procurement and Construction ("EPC") Contract | Mgmt | For | For | For | ||||
4 | Board Authorization to Handle Matters in Relation to the EPC Contract | Mgmt | For | For | For | ||||
Hypera SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HYPE3 | CINS P5230A101 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Board Size | Mgmt | For | For | For | ||||
6 | Request Cumulative Voting | Mgmt | N/A | Against | N/A | ||||
7 | Election of Directors | Mgmt | For | Against | Against | ||||
8 | Approve Recasting of Votes for Amended Slate | Mgmt | N/A | Against | N/A | ||||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
10 | Proportional Allocation of Cumulative Votes | Mgmt | N/A | For | N/A | ||||
11 | Allocate Cumulative Votes to Alvaro Stainfeld Link | Mgmt | N/A | For | N/A | ||||
12 | Allocate Cumulative Votes to Bernardo Malpica Hernandez | Mgmt | N/A | For | N/A | ||||
13 | Allocate Cumulative Votes to Esteban Malpica Fomperosa | Mgmt | N/A | For | N/A | ||||
14 | Allocate Cumulative Votes to Hugo Barreto Sodre Leal | Mgmt | N/A | Abstain | N/A | ||||
15 | Allocate Cumulative Votes to Luciana Cavalheiro Fleischner Alves de Queiroz | Mgmt | N/A | For | N/A | ||||
16 | Allocate Cumulative Votes to Flair Jose Carrilho | Mgmt | N/A | For | N/A | ||||
17 | Allocate Cumulative Votes to Maria Carolina Ferreira Lacerda | Mgmt | N/A | For | N/A | ||||
18 | Allocate Cumulative Votes to Mauro Gentile Rodrigues da Cunha | Mgmt | N/A | For | N/A | ||||
19 | Allocate Cumulative Votes to Eliana Helena de Gregorio Ambrosio Chimenti | Mgmt | N/A | For | N/A | ||||
20 | Request Separate Election for Board Member/s | Mgmt | N/A | Abstain | N/A | ||||
21 | Request Establishment of Supervisory Council | Mgmt | N/A | Abstain | N/A | ||||
22 | Remuneration Policy | Mgmt | For | Against | Against | ||||
Hypera SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HYPE3 | CINS P5230A101 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Amendments to Articles | Mgmt | For | For | For | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
ICICI Bank Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ICICIBANK | CINS Y3860Z132 | 08/30/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Sandeep Batra | Mgmt | For | For | For | ||||
4 | Appointment of Joint Statutory Auditor (MSKA & Associates) and Authority to Set Fees | Mgmt | For | For | For | ||||
5 | Appointment of Joint Statutory Auditor (KKC & Associates) and Authority to Set Fees | Mgmt | For | For | For | ||||
6 | Elect Neelam Dhawan | Mgmt | For | For | For | ||||
7 | Elect Uday Chitale | Mgmt | For | For | For | ||||
8 | Elect Radhakrishnan Nair | Mgmt | For | For | For | ||||
9 | Elect Rakesh Jha | Mgmt | For | For | For | ||||
10 | Appointment of Rakesh Jha (Whole Time director); Approval of Remuneration | Mgmt | For | For | For | ||||
11 | Revision of Remuneration of Sandeep Bakhshi (Managing Director & Chief Executive Officer) | Mgmt | For | For | For | ||||
12 | Revision of Remuneration of Anup Bagchi (Executive Director) | Mgmt | For | For | For | ||||
13 | Revision of Remuneration of Sandeep Batra (Executive Director) | Mgmt | For | For | For | ||||
14 | Revision of Remuneration of Vishakha Mulye (Executive Director) | Mgmt | For | For | For | ||||
15 | Related Party Transactions For Current Account Deposits | Mgmt | For | For | For | ||||
16 | Related Party Transactions for Subscribing to Securities Issued and Purchase of Securities | Mgmt | For | For | For | ||||
17 | Related Party Transactions for Sale of Securities | Mgmt | For | For | For | ||||
18 | Related Party Transactions Fund Based or Non-Fund Based Credit Facilities | Mgmt | For | For | For | ||||
19 | Related Party Transactions for Undertaking Repurchase (Repo) Transactions and Other Permitted Short-Term Borrowing Transactions | Mgmt | For | For | For | ||||
20 | Related Party Transactions for Reverse Repurchase (Reverse Repo) and Other Permitted Short-Term Lending Transactions | Mgmt | For | For | For | ||||
21 | Related Party Transactions for Availing Manpower Services for Certain Functions/Activities of the Company | Mgmt | For | For | For | ||||
22 | Related Party Transactions for Availing Insurance Services | Mgmt | For | For | For | ||||
23 | Approval and adoption of the ICICI Bank - Employees Stock Unit Scheme - 2022 | Mgmt | For | For | For | ||||
24 | Extension of the ICICI Bank - Employees Stock Unit Scheme - 2022 to Subsidiaries | Mgmt | For | For | For | ||||
IndusInd Bank Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INDUSINDBK | CINS Y3990M134 | 02/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Rajiv Agarwal | Mgmt | For | For | For | ||||
IndusInd Bank Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INDUSINDBK | CINS Y3990M134 | 04/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Sunil Mehta | Mgmt | For | For | For | ||||
IndusInd Bank Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INDUSINDBK | CINS Y3990M134 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Re-Appoint Sumant Kathpalia (Managing Director and CEO); Approve Remuneration | Mgmt | For | For | For | ||||
IndusInd Bank Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INDUSINDBK | CINS Y3990M134 | 08/19/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Sumant Kathpalia | Mgmt | For | For | For | ||||
4 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
5 | Elect Akila Krishnakumar | Mgmt | For | For | For | ||||
6 | Elect Pradeep Udhas | Mgmt | For | For | For | ||||
7 | Authority to Issue Long-Term Bonds/Non-Convertible Debentures | Mgmt | For | For | For | ||||
Infosys Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INFY | CUSIP 456788108 | 03/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Govind Vaidiram Iyer | Mgmt | For | For | For | ||||
Infosys Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INFY | CUSIP 456788108 | 12/02/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Itau Unibanco Holding S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ITUB3 | CINS P5968U113 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Request Separate Election for Board Member (Preferred) | Mgmt | N/A | Abstain | N/A | ||||
3 | Elect Igor Barenboim to the Supervisory Council Presented by Preferred Shareholders | Mgmt | N/A | For | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
J. B. Chemicals & Pharmaceuticals Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
JBCHEPHARM | CINS Y4429Q142 | 08/24/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Interim Dividends | Mgmt | For | For | For | ||||
3 | Allocation of Final Dividends | Mgmt | For | For | For | ||||
4 | Elect Prashant Kumar | Mgmt | For | Against | Against | ||||
5 | Approve Revised Remuneration of Nikhil Chopra (CEO & Whole-Time Director) | Mgmt | For | For | For | ||||
6 | Authority to Set Cost Auditor's Fees | Mgmt | For | For | For | ||||
Jiangsu Changshu Rural Commercial Bank Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
601128 | CINS Y443B1100 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Work Report of The Board of Directors | Mgmt | For | For | For | ||||
2 | 2022 Work Report of The Supervisory Committee | Mgmt | For | For | For | ||||
3 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
4 | 2022 Annual Accounts and 2023 Financial Budget | Mgmt | For | For | For | ||||
5 | 2022 Profit Distribution Plan | Mgmt | For | For | For | ||||
6 | 2023 Estimated Quota of Continuing Connected Transactions with Some Related Parties | Mgmt | For | For | For | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Elect FAN Jingwu | Mgmt | For | For | For | ||||
9 | Elect PANG Ling | Mgmt | For | For | For | ||||
10 | Elect ZHOU Yueshu | Mgmt | For | For | For | ||||
11 | Elect ZHOU Mei | Mgmt | For | For | For | ||||
12 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
13 | Elect CHEN Dexiang | Mgmt | For | For | For | ||||
14 | Elect GAO Zhiling | Mgmt | For | For | For | ||||
15 | Amendments To The Equity Management Measures | Mgmt | For | For | For | ||||
Jiangsu Changshu Rural Commercial Bank Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
601128 | CINS Y443B1100 | 08/24/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Extension Of The Valid Period Of The Resolution On Public Issuance Of A-Share Convertible Bonds | Mgmt | For | For | For | ||||
Kweichow Moutai Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600519 | CINS Y5070V116 | 06/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Directors' Report | Mgmt | For | For | For | ||||
2 | 2022 Supervisors' Report | Mgmt | For | For | For | ||||
3 | 2022 Independent Directors' Report | Mgmt | For | For | For | ||||
4 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
5 | 2022 Accounts and Reports | Mgmt | For | For | For | ||||
6 | 2023 Financial Budget | Mgmt | For | For | For | ||||
7 | 2022 Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
8 | Appointment of Auditor and Internal Control Auditor | Mgmt | For | For | For | ||||
9 | Trademark License Agreement to be Signed with Connected Parties | Mgmt | For | For | For | ||||
10 | Proposal to Participate in the Establishment of Industrial Development Funds | Mgmt | For | Against | Against | ||||
11 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
12 | Elect DING Xiongjun | Mgmt | For | For | For | ||||
13 | Elect LI Jingren | Mgmt | For | For | For | ||||
14 | Elect LIU Shizhong | Mgmt | For | For | For | ||||
15 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
16 | Elect JIANG Guohua | Mgmt | For | For | For | ||||
17 | Elect GUO Tianyong | Mgmt | For | For | For | ||||
18 | Elect SHENG Leiming | Mgmt | For | Against | Against | ||||
19 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
20 | Elect YOU Yalin | Mgmt | For | Against | Against | ||||
21 | Elect LI Qiangqing | Mgmt | For | For | For | ||||
Kweichow Moutai Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600519 | CINS Y5070V116 | 12/14/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Amendments To The Articles Of Associations Of The Company | Mgmt | For | For | For | ||||
2 | Amendments To The Rules Of Procedure Governing The Board Meetings | Mgmt | For | For | For | ||||
3 | Special Dividend Plan For Shareholders | Mgmt | For | For | For | ||||
LG Chem, Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
051910 | CINS Y52758102 | 03/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | Against | Against | ||||
2 | Elect CHUN Kyung Hoon | Mgmt | For | For | For | ||||
3 | Election of Audit Committee Member: CHUN Kyung Hoon | Mgmt | For | For | For | ||||
4 | Directors' Fees | Mgmt | For | For | For | ||||
Li Ning Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2331 | CINS G5496K124 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect WANG Yajuan | Mgmt | For | For | For | ||||
6 | Elect WANG Ya Fei | Mgmt | For | Against | Against | ||||
7 | Elect Bunny CHAN Chung Bun | Mgmt | For | Against | Against | ||||
8 | Directors' Fees | Mgmt | For | For | For | ||||
9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
11 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
12 | Amendments to Articles | Mgmt | For | Against | Against | ||||
Li Ning Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2331 | CINS G5496K124 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Adoption of the 2023 Share Option Scheme and Termination of the 2014 Share Option Scheme | Mgmt | For | Against | Against | ||||
4 | Adoption of the 2023 Share Award Scheme | Mgmt | For | Against | Against | ||||
LONGi Green Energy Technology Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
601012 | CINS Y9727F102 | 02/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Approve Estimated Amount Of Guarantees | Mgmt | For | Against | Against | ||||
2 | Approve Provision of Guarantees to Controlled Subsidiaries and Related Party Transactions | Mgmt | For | For | For | ||||
3 | Approve Provision Of Guarantee For Loan Business | Mgmt | For | For | For | ||||
4 | Approve Foreign Exchange Derivatives Transactions | Mgmt | For | For | For | ||||
5 | Approve Daily Related Party Transactions | Mgmt | For | For | For | ||||
6 | Approve Change In High Efficiency Monocrystalline Cell Project | Mgmt | For | For | For | ||||
LONGi Green Energy Technology Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
601012 | CINS Y9727F102 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | 2022 Directors' Report | Mgmt | For | For | For | ||||
3 | 2022 Supervisors' Report | Mgmt | For | For | For | ||||
4 | 2022 Accounts and Reports | Mgmt | For | For | For | ||||
5 | 2022 Annual Report and its Summary | Mgmt | For | For | For | ||||
6 | 2022 Independent Directors' Report | Mgmt | For | For | For | ||||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
8 | Appointment of Auditor | Mgmt | For | For | For | ||||
9 | Establishment of Management System for Remunerations for Directors, Supervisors and Senior Managements | Mgmt | For | For | For | ||||
10 | Adjustment of External Directors' Fees | Mgmt | For | For | For | ||||
11 | Adjustment of External Supervisors' Fees | Mgmt | For | For | For | ||||
12 | Authority to Repurchase and Cancel Part of Restricted Stock | Mgmt | For | For | For | ||||
13 | Amendments to Articles | Mgmt | For | For | For | ||||
14 | Amendments to Use of Proceeds | Mgmt | For | For | For | ||||
15 | The Company's Directors, Senior Management and Operating Team Hold the Controlling Subsidiary's Equity | Mgmt | For | For | For | ||||
16 | The Company and Operating Team Increase Capital in Subsidiary and Related Party Transactions | Mgmt | For | For | For | ||||
LONGi Green Energy Technology Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
601012 | CINS Y9727F102 | 11/21/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | GDR Issuance and Listing on the Six Swiss Exchange and Conversion into a Company Limited by Shares Which Raises Funds Overseas | Mgmt | For | For | For | ||||
2 | Stock Type and Par Value | Mgmt | For | For | For | ||||
3 | Issuing Date | Mgmt | For | For | For | ||||
4 | Issuing Method | Mgmt | For | For | For | ||||
5 | Issuing Volume | Mgmt | For | For | For | ||||
6 | GDR Scale During the Duration | Mgmt | For | For | For | ||||
7 | Conversion Ratio of GDRs and Basic Securities of A-shares | Mgmt | For | For | For | ||||
8 | Pricing Method | Mgmt | For | For | For | ||||
9 | Issuing Targets | Mgmt | For | For | For | ||||
10 | Conversion Limit Period of GDRs and Basic Securities of A-shares | Mgmt | For | For | For | ||||
11 | Underwriting Method | Mgmt | For | For | For | ||||
12 | The Valid Period Of The Resolution On The Gdr Issuance And Listing On The Six Swiss Exchange | Mgmt | For | For | For | ||||
13 | Report On The Use Of Previously-Raised Funds | Mgmt | For | For | For | ||||
14 | Plan For The Use Of Raised Funds From Gdr Issuance | Mgmt | For | For | For | ||||
15 | Distribution Plan for Accumulated Retained Profits Before the GDR Issuance and Listing on the Six Swiss Exchange | Mgmt | For | For | For | ||||
16 | Full Authorization to the Board and Its Authorized Persons to Handle Matters Regarding the GDR Issuance and Listing on the Six Swiss Exchange | Mgmt | For | For | For | ||||
17 | Formulation of the Articles of Association of the Company (draft) and Its Appendix (applicable After Listing on the Six Swiss Exchange) | Mgmt | For | For | For | ||||
18 | Purchase Of Prospectus And Liability Insurance For Directors, Supervisors And Senior Management | Mgmt | For | Abstain | Against | ||||
19 | Adjustment of the Repurchase Price and Number for Restricted Stocks of the Second Phased Restricted Stock Incentive Plan | Mgmt | For | For | For | ||||
20 | Repurchase And Cancellation Of Some Restricted Stocks Under The Second Phased Restricted Stock Incentive Plan | Mgmt | For | For | For | ||||
21 | Amendments To The System For Independent Directors | Mgmt | For | For | For | ||||
22 | Amendments To The Special Management System For Raised Funds | Mgmt | For | For | For | ||||
23 | Amendments To The External Investment Management System | Mgmt | For | For | For | ||||
24 | Amendments To The Connected Transactions System | Mgmt | For | For | For | ||||
25 | Amendments To The External Guarantee System | Mgmt | For | For | For | ||||
26 | Formulation Of The Management System For Entrusted Wealth Management | Mgmt | For | For | For | ||||
27 | Formulation of the Securities Investment and Derivatives Transaction Management System | Mgmt | For | For | For | ||||
Luxshare Precision Industry Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002475 | CINS Y7744X106 | 09/23/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Application For Issuance Of Super And Short-Term Commercial Papers | Mgmt | For | For | For | ||||
2 | 2022 Estimated Additional Continuing Connected Transactions | Mgmt | For | For | For | ||||
Meituan Dianping | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
3690 | CINS G59669104 | 06/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Elect Marjorie MUN Tak Yang | Mgmt | For | For | For | ||||
5 | Elect WANG Huiwen | Mgmt | Abstain | Abstain | For | ||||
6 | Elect Gordon Robert Halyburton Orr | Mgmt | For | Against | Against | ||||
7 | Elect LENG Xuesong | Mgmt | For | Against | Against | ||||
8 | Directors' Fees | Mgmt | For | For | For | ||||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
12 | Amendment to the Post-IPO Share Option Scheme | Mgmt | For | For | For | ||||
13 | Amendment to the Post-IPO Share Award Scheme | Mgmt | For | For | For | ||||
14 | Scheme Limit | Mgmt | For | For | For | ||||
15 | Service Provider Sublimit | Mgmt | For | For | For | ||||
16 | Issue of 9,686 Class B Shares to Gordon Robert Halyburton Orr under the Post-IPO Share Award Scheme | Mgmt | For | For | For | ||||
17 | Issue of 9,686 Class B Shares to LENG Xuesong under the Post-IPO Share Award Scheme | Mgmt | For | For | For | ||||
18 | Issue of 9,686 Class B Shares to Harry SHUM Heung Yeung under the Post-IPO Share Award Scheme | Mgmt | For | For | For | ||||
19 | Amendments to Articles | Mgmt | For | For | For | ||||
Montage Technoloey Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
688008 | CINS Y6S3M5108 | 12/30/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Appointment Of 2022 Financial Audit Firm And Internal Control Audit Firm | Mgmt | For | For | For | ||||
Motherson Sumi Wiring India Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MSUMI | CINS Y613MV100 | 08/29/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Laksh Vaaman Sehgal | Mgmt | For | For | For | ||||
4 | Non-Executive Directors' Commission | Mgmt | For | For | For | ||||
5 | Approve Payment of Fees to Cost Auditors | Mgmt | For | For | For | ||||
6 | Related Party Transactions (Samvardhana Motherson International Ltd.) | Mgmt | For | For | For | ||||
7 | Related Party Transactions (Sumitomo Wiring Systems Ltd.) | Mgmt | For | For | For | ||||
Motherson Sumi Wiring India Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MSUMI | CINS Y613MV100 | 11/05/2022 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Increase in Authorized Capital | Mgmt | For | For | For | ||||
3 | Bonus Share Issuance | Mgmt | For | For | For | ||||
NARI Technology Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600406 | CINS Y6S99Q112 | 05/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Accounts and Reports | Mgmt | For | For | For | ||||
2 | 2022 Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | 2022 Independent Directors Report | Mgmt | For | For | For | ||||
4 | 2022 Directors' Report | Mgmt | For | For | For | ||||
5 | 2022 Supervisors' Report | Mgmt | For | For | For | ||||
6 | 2023 Financial Budget Plan | Mgmt | For | For | For | ||||
7 | 2023 Estimated Related Party Transactions | Mgmt | For | For | For | ||||
8 | Connected Transaction Regarding Signing a Financial Service Agreement with a Company | Mgmt | For | For | For | ||||
9 | Appointment of 2023 Auditor | Mgmt | For | For | For | ||||
10 | Amendments to Articles | Mgmt | For | For | For | ||||
11 | Amendments to Management System for External Guarantees | Mgmt | For | For | For | ||||
12 | Amendments to Management System for External Donations | Mgmt | For | For | For | ||||
13 | Amendments to Management System for Connected Transaction | Mgmt | For | For | For | ||||
14 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
15 | Elect HUA Dingzhong | Mgmt | For | For | For | ||||
Naspers Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NPN | CINS S53435103 | 08/25/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Approve Payment of Dividend | Mgmt | For | For | For | ||||
3 | Appointment of Auditor (PricewaterhouseCoopers) | Mgmt | For | For | For | ||||
4 | Appointment of Auditor (Deloitte) | Mgmt | For | For | For | ||||
5 | Elect Sharmistha Dubey | Mgmt | For | For | For | ||||
6 | Re-elect Debra Meyer | Mgmt | For | For | For | ||||
7 | Re-elect Manisha Girotra | Mgmt | For | Against | Against | ||||
8 | Re-elect Jacobus (Koos) P. Bekker | Mgmt | For | For | For | ||||
9 | Re-elect Steve J.Z. Pacak | Mgmt | For | Against | Against | ||||
10 | Re-elect Cobus Stofberg | Mgmt | For | For | For | ||||
11 | Elect Audit Committee Member (Manisha Girotra) | Mgmt | For | Against | Against | ||||
12 | Elect Audit Committee Member (Angelien Kemna) | Mgmt | For | For | For | ||||
13 | Elect Audit Committee Member (Steve J.Z. Pacak) | Mgmt | For | Against | Against | ||||
14 | Approve Remuneration Policy | Mgmt | For | For | For | ||||
15 | Approve Remuneration Implementation Report | Mgmt | For | Against | Against | ||||
16 | General Authority to Issue Shares | Mgmt | For | Against | Against | ||||
17 | Authority to Issue Shares for Cash | Mgmt | For | For | For | ||||
18 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
19 | Approve NEDs' Fees (Board - Chair) | Mgmt | For | For | For | ||||
20 | Approve NEDs' Fees (Board - Member) | Mgmt | For | For | For | ||||
21 | Approve NEDs' Fees (Audit Committee - Chair) | Mgmt | For | For | For | ||||
22 | Approve NEDs' Fees (Audit Committee - Member) | Mgmt | For | For | For | ||||
23 | Approve NEDs' Fees (Risk Committee - Chair) | Mgmt | For | For | For | ||||
24 | Approve NEDs' Fees (Risk Committee - Member) | Mgmt | For | For | For | ||||
25 | Approve NEDs' Fees (Human Resources and Remuneration Committee - Chair) | Mgmt | For | For | For | ||||
26 | Approve NEDs' Fees (Human Resources and Remuneration Committee - Member) | Mgmt | For | For | For | ||||
27 | Approve NEDs' Fees (Nomination Committee - Chair) | Mgmt | For | For | For | ||||
28 | Approve NEDs' Fees (Nomination Committee - Member) | Mgmt | For | For | For | ||||
29 | Approve NEDs' Fees (Social, Ethics and Sustainability Ethics Committee - Chair) | Mgmt | For | For | For | ||||
30 | Approve NEDs' Fees (Social, Ethics and Sustainability Committee - Member) | Mgmt | For | For | For | ||||
31 | Approve NEDs' Fees (Trustee of Group Share Schemes/Other Personnel Funds) | Mgmt | For | For | For | ||||
32 | Approve Financial Assistance (Section 44) | Mgmt | For | For | For | ||||
33 | Approve Financial Assistance (Section 45) | Mgmt | For | For | For | ||||
34 | Authority to Repurchase N Ordinary Shares | Mgmt | For | For | For | ||||
35 | Specific Authority to Repurchase Shares | Mgmt | For | For | For | ||||
36 | Authority to Repurchase A Ordinary Shares | Mgmt | For | Abstain | Against | ||||
37 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
National Stock Exchange of India Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NSE | CINS Y6S05M106 | 07/12/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Bishnu Charan Patnaik | Mgmt | For | For | For | ||||
National Stock Exchange of India Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NSE | CINS Y6S05M106 | 08/11/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Election & Appointment of Ashishkumar Chauhan (Managing Director & CEO); Approval of Remuneration | Mgmt | For | For | For | ||||
NCsoft Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
036570 | CINS Y6258Y104 | 03/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | Against | Against | ||||
2 | Elect CHOIE Young Ju | Mgmt | For | For | For | ||||
3 | Elect CHOI JAE Cheon | Mgmt | For | For | For | ||||
4 | Election of Audit Committee Member: CHUNG Kyo Hwa | Mgmt | For | For | For | ||||
5 | Directors' Fees | Mgmt | For | Against | Against | ||||
Network International Holdings Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NETW | CINS G6457T104 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Remuneration Policy | Mgmt | For | For | For | ||||
4 | Elect Rohinton Kalifa | Mgmt | For | For | For | ||||
5 | Elect Nandan Mer | Mgmt | For | For | For | ||||
6 | Elect Darren Pope | Mgmt | For | For | For | ||||
7 | Elect Anil Dua | Mgmt | For | For | For | ||||
8 | Elect Victoria Hull | Mgmt | For | For | For | ||||
9 | Elect Rohit Malhotra | Mgmt | For | For | For | ||||
10 | Elect Habib Al Mulla | Mgmt | For | For | For | ||||
11 | Elect Diane Radley | Mgmt | For | For | For | ||||
12 | Elect Monique Shivanandan | Mgmt | For | For | For | ||||
13 | Appointment of Auditor | Mgmt | For | For | For | ||||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
15 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
20 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Orion Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
271560 | CINS Y6S90M128 | 03/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | Against | Against | ||||
2 | Elect HUR In Chul | Mgmt | For | For | For | ||||
3 | Elect HEO Yong Seok | Mgmt | For | Against | Against | ||||
4 | Election of Independent Director to Be Appointed as Audit Committee Member: NOH Seung Kwon | Mgmt | For | For | For | ||||
5 | Election Of Audit Committee Member: Heo Yong Seok | Mgmt | For | Against | Against | ||||
6 | Directors' Fees | Mgmt | For | For | For | ||||
PagSeguro Digital Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PAGS | CUSIP G68707101 | 05/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Luiz Frias | Mgmt | For | For | For | ||||
2 | Elect Maria Judith de Brito | Mgmt | For | For | For | ||||
3 | Elect Eduardo Alcaro | Mgmt | For | For | For | ||||
4 | Elect Maria Carolina Ferreira Lacerda | Mgmt | For | Against | Against | ||||
5 | Elect Cleveland P. Teixeira | Mgmt | For | Against | Against | ||||
6 | Elect Marcia Nogueira de Mello | Mgmt | For | For | For | ||||
7 | Financial Statements | Mgmt | For | For | For | ||||
8 | Ratification of Long-Term Incentive Plan | Mgmt | For | For | For | ||||
9 | Ratification of Board Acts | Mgmt | For | For | For | ||||
Parex Resources Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PXT | CUSIP 69946Q104 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Board Size | Mgmt | For | For | For | ||||
2.1 | Elect Lynn Azar | Mgmt | For | For | For | ||||
2.2 | Elect Lisa Colnett | Mgmt | For | For | For | ||||
2.3 | Elect Sigmund L. Cornelius | Mgmt | For | Withhold | Against | ||||
2.4 | Elect Robert Engbloom | Mgmt | For | For | For | ||||
2.5 | Elect Wayne K. Foo | Mgmt | For | For | For | ||||
2.6 | Elect G.R. (Bob) MacDougall | Mgmt | For | For | For | ||||
2.7 | Elect Glenn A. McNamara | Mgmt | For | For | For | ||||
2.8 | Elect Imad Mohsen | Mgmt | For | For | For | ||||
2.9 | Elect Carmen Sylvain | Mgmt | For | For | For | ||||
3 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | Withhold | Against | ||||
4 | Approval of Unallocated Options Under the Stock Option Plan | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Petroleo Brasileiro S.A. - Petrobras | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PETR3 | CINS P78331140 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Joao Vicente Silva Machado to the Supervisory Council Presented by Preferred Shareholders | Mgmt | N/A | For | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Ping An Insurance (Group) Company of China, Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2318 | CINS Y69790114 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Directors' Report | Mgmt | For | For | For | ||||
2 | Supervisors' Report | Mgmt | For | For | For | ||||
3 | 2022 Annual Report | Mgmt | For | For | For | ||||
4 | Accounts and Reports | Mgmt | For | For | For | ||||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
6 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
7 | Elect WANG Guangqian | Mgmt | For | For | For | ||||
8 | Authority to Issue Debt Financing Instruments | Mgmt | For | For | For | ||||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
PT Bank Central Asia Tbk | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BBCA | CINS Y7123P138 | 03/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits | Mgmt | For | For | For | ||||
3 | Directors' and Commissioners' Fees | Mgmt | For | Against | Against | ||||
4 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
5 | Allocation of Interim Dividends for Fiscal Year 2023 | Mgmt | For | For | For | ||||
6 | Approval of Revised Recovery Plan | Mgmt | For | For | For | ||||
7 | Approval of Resolution Plan | Mgmt | For | For | For | ||||
PTT Exploration & Production Public Company Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PTTEP | CINS Y7145P165 | 04/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Results of Operations and Report of 2023 Work Plan | Mgmt | For | For | For | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
4 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | Against | Against | ||||
5 | Authority to Issue Debentures | Mgmt | For | For | For | ||||
6 | Amendments to Articles of Association | Mgmt | For | For | For | ||||
7 | Directors' Fees | Mgmt | For | Against | Against | ||||
8 | Elect Montri Rawanchaikul | Mgmt | For | For | For | ||||
9 | Elect Auttapol Rerkpiboon | Mgmt | For | Against | Against | ||||
10 | Elect Nithi Chungcharoen | Mgmt | For | Against | Against | ||||
11 | Elect Wattanapong Kurovat | Mgmt | For | Against | Against | ||||
12 | Elect Ekniti Nitithanprapas | Mgmt | For | Against | Against | ||||
13 | Transaction of Other Business | Mgmt | For | Against | Against | ||||
14 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Reliance Industries Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RELIANCE | CINS Y72596102 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Court | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Scheme of Arrangement | Mgmt | For | For | For | ||||
Reliance Industries Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RELIANCE | CINS Y72596102 | 08/29/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Nita M. Ambani | Mgmt | For | For | For | ||||
4 | Elect Hital R. Meswani | Mgmt | For | For | For | ||||
5 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
6 | Appointment of Nikhil R. Meswani (Executive Director); Approval of Remuneration | Mgmt | For | For | For | ||||
7 | Elect Kosaraju Veerayya Chowdary | Mgmt | For | For | For | ||||
8 | Approve Payment of Fees to Cost Auditors | Mgmt | For | For | For | ||||
9 | Amendments to Articles | Mgmt | For | For | For | ||||
10 | Related Party Transactions of the Company | Mgmt | For | For | For | ||||
11 | Related Party Transactions of Subsidiaries | Mgmt | For | For | For | ||||
Reliance Industries Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RELIANCE | CINS Y72596102 | 12/30/2022 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect K. Vaman Kamath | Mgmt | For | For | For | ||||
3 | Amendments to Business Object | Mgmt | For | For | For | ||||
Rio Tinto plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RIO | CINS G75754104 | 04/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report (UK) | Mgmt | For | For | For | ||||
3 | Remuneration Report (AUS) | Mgmt | For | For | For | ||||
4 | Approve Potential Termination Benefits | Mgmt | For | For | For | ||||
5 | Elect Kaisa Hietala | Mgmt | For | For | For | ||||
6 | Elect Dominic Barton | Mgmt | For | For | For | ||||
7 | Elect Megan E. Clark | Mgmt | For | For | For | ||||
8 | Elect Peter Cunningham | Mgmt | For | For | For | ||||
9 | Elect Simon P. Henry | Mgmt | For | For | For | ||||
10 | Elect Sam H. Laidlaw | Mgmt | For | For | For | ||||
11 | Elect Simon McKeon | Mgmt | For | For | For | ||||
12 | Elect Jennifer Nason | Mgmt | For | For | For | ||||
13 | Elect Jakob Stausholm | Mgmt | For | For | For | ||||
14 | Elect Ngaire Woods | Mgmt | For | For | For | ||||
15 | Elect Ben Wyatt | Mgmt | For | For | For | ||||
16 | Appointment of Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Samsung Electronics Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
005930 | CINS Y74718100 | 03/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
2 | Elect HAN Jong Hee | Mgmt | For | For | For | ||||
3 | Directors' Fees | Mgmt | For | For | For | ||||
Samsung Electronics Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
005930 | CINS Y74718100 | 11/03/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect HEO Eun Nyeong | Mgmt | For | For | For | ||||
2 | Elect YOO Myung Hee | Mgmt | For | For | For | ||||
Saudi Arabian Oil Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2222 | CINS M8237R104 | 05/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
3 | Auditor's Report | Mgmt | For | For | For | ||||
4 | Authority to Increase Capital for Bonus Share Issuance; Amendments to Article 6 | Mgmt | For | For | For | ||||
Saudi National Bank | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1180 | CINS M7S2CL107 | 05/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Authority to Increase Capital for Bonus Share Issuance; Amendments to Article 8 | Mgmt | For | For | For | ||||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Auditors' Report | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Ratify Appointment of Huda Mohamed Ghoson | Mgmt | For | For | For | ||||
8 | Authority to Pay Interim Dividends | Mgmt | For | For | For | ||||
9 | Appointment of Auditors and Authority to Set Fees | Mgmt | For | Abstain | Against | ||||
10 | Authority to Repurchase Shares Pursuant to Employee Incentive Shares Program | Mgmt | For | For | For | ||||
11 | Directors' Fees | Mgmt | For | For | For | ||||
12 | Audit Committee Fees | Mgmt | For | For | For | ||||
13 | Ratification of Board Acts | Mgmt | For | For | For | ||||
14 | Board Transactions | Mgmt | For | For | For | ||||
15 | Related Party Transactions (Bupa Arabia for Cooperative Insurance Co.) | Mgmt | For | For | For | ||||
16 | Related Party Transactions (The Company for Cooperative Insurance) | Mgmt | For | For | For | ||||
17 | Related Party Transactions (Saudi Telecom Co. 1) | Mgmt | For | For | For | ||||
18 | Related Party Transactions (Saudi Telecom Co. 2) | Mgmt | For | For | For | ||||
19 | Related Party Transactions (Saudi Telecom Co. 3) | Mgmt | For | For | For | ||||
20 | Related Party Transactions (Saudi Telecom Co. 4) | Mgmt | For | For | For | ||||
21 | Related Party Transactions (Saudi Telecom Co. 5) | Mgmt | For | For | For | ||||
22 | Related Party Transactions (Saudi Telecom Co. Solutions 1) | Mgmt | For | For | For | ||||
23 | Related Party Transactions (Saudi Telecom Co. Solutions 2) | Mgmt | For | For | For | ||||
24 | Related Party Transactions (Saudi Accenture 1) | Mgmt | For | For | For | ||||
25 | Related Party Transactions (Saudi Accenture 2) | Mgmt | For | For | For | ||||
26 | Related Party Transactions (Saudi Accenture 3) | Mgmt | For | For | For | ||||
27 | Related Party Transactions (Saudi Accenture 4) | Mgmt | For | For | For | ||||
28 | Related Party Transactions (Saudi Accenture 5) | Mgmt | For | For | For | ||||
29 | Related Party Transactions (Saudi Accenture 6) | Mgmt | For | For | For | ||||
30 | Related Party Transactions (Saudi Accenture 7) | Mgmt | For | For | For | ||||
31 | Related Party Transactions (Etihad Etisalat Co. 1) | Mgmt | For | For | For | ||||
32 | Related Party Transactions (Etihad Etisalat Co. 2) | Mgmt | For | For | For | ||||
33 | Related Party Transactions (Etihad Etisalat Co. 3) | Mgmt | For | For | For | ||||
34 | Related Party Transactions (ELM Information Security Co. 1) | Mgmt | For | For | For | ||||
35 | Related Party Transactions (ELM Information Security Co. 2) | Mgmt | For | For | For | ||||
36 | Related Party Transactions (ELM Information Security Co. 3) | Mgmt | For | For | For | ||||
37 | Related Party Transactions (ELM Information Security Co. 4) | Mgmt | For | For | For | ||||
38 | Related Party Transactions (ELM Information Security Co. 5) | Mgmt | For | For | For | ||||
39 | Related Party Transactions (ELM Information Security Co. 6) | Mgmt | For | For | For | ||||
40 | Related Party Transactions (ELM Information Security Co. 7) | Mgmt | For | For | For | ||||
41 | Related Party Transactions (ELM Information Security Co. 8) | Mgmt | For | For | For | ||||
42 | Related Party Transactions (ELM Information Security Co. 9) | Mgmt | For | For | For | ||||
43 | Related Party Transactions (Sela Co.) | Mgmt | For | For | For | ||||
44 | Related Party Transactions (Saudi Tadawul Co. 1) | Mgmt | For | For | For | ||||
45 | Related Party Transactions (Saudi Tadawul Co. 2) | Mgmt | For | For | For | ||||
46 | Related Party Transactions (The Securities Depository Center Co. 1) | Mgmt | For | For | For | ||||
47 | Related Party Transactions (The Securities Depository Center Co. 2) | Mgmt | For | For | For | ||||
48 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Saudi Tadawul Group Holding Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1111 | CINS M82598109 | 12/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Ordinary | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Abdulrahman Mohamed Al Issa | Mgmt | N/A | For | N/A | ||||
3 | Elect Ahmed Sirag Khogeer | Mgmt | N/A | For | N/A | ||||
4 | Elect Sara Jamaz Al Suhaimi | Mgmt | N/A | For | N/A | ||||
5 | Elect Yazeed Abdulrahman Al Humaid | Mgmt | N/A | Abstain | N/A | ||||
6 | Elect Khaled Abdullah Al Hussan | Mgmt | N/A | Abstain | N/A | ||||
7 | Elect Rania Mahmoud Nashar | Mgmt | N/A | Abstain | N/A | ||||
8 | Elect Sabti Suleiman Al Sabti | Mgmt | N/A | Abstain | N/A | ||||
9 | Elect Mark Makepeace | Mgmt | N/A | Abstain | N/A | ||||
10 | Elect Hashem Othman Al Hokail | Mgmt | N/A | For | N/A | ||||
11 | Elect Xavier Rolet | Mgmt | N/A | Abstain | N/A | ||||
12 | Elect Sultan Abdulaziz Al Deghaither | Mgmt | N/A | For | N/A | ||||
13 | Elect Abdullah Saleh M. Al Suwailami | Mgmt | N/A | For | N/A | ||||
14 | Elect Ghassan Mohamed O. Kashmiri | Mgmt | N/A | For | N/A | ||||
15 | Election of Audit Committee Members | Mgmt | For | For | For | ||||
16 | Board Transactions | Mgmt | For | For | For | ||||
Shenzhen Inovance Technology Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
300124 | CINS Y7744Z101 | 05/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
2 | 2022 Accounts and Reports | Mgmt | For | For | For | ||||
3 | 2022 Directors' Report | Mgmt | For | For | For | ||||
4 | 2022 Supervisors' Report | Mgmt | For | For | For | ||||
5 | 2022 Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
6 | 2022 Financial Budget Plan | Mgmt | For | For | For | ||||
7 | Appointment of Auditor | Mgmt | For | For | For | ||||
8 | Settlement of Projects Financed with Raised Funds and Permanently Replenish Working Capital with the Surplus Raised Funds | Mgmt | For | For | For | ||||
9 | Amendments to Articles Bundled | Mgmt | For | For | For | ||||
Shenzhen S.C New Energy Technology Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
300724 | CINS Y774E4109 | 08/26/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Repurchase and Cancellation of the Locked Restricted Stocks Granted to Some Plan Participants | Mgmt | For | For | For | ||||
2 | Change of the Company's Registered Capital and Amendments to the Company's Articles of Association | Mgmt | For | For | For | ||||
3 | Provision Of Guarantee For Clients | Mgmt | For | For | For | ||||
Shenzhen Topband Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002139 | CINS Y77436106 | 04/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
2 | 2022 Annual Accounts | Mgmt | For | For | For | ||||
3 | 2022 Profit Distribution Plan: the Detailed Profit Distribution Plan Are as Follows: 1) Cash Dividend/10 Shares (Tax Included):Cny0.60000000 2) Bonus Issue from Profit (Share/10 Shares):None 3) Bonus Issue from Capital Reserve (Share/10 Shares):None | Mgmt | For | For | For | ||||
4 | Formulation Of The Shareholder Return Plan For The Next Three Years From 2023 To 2025 | Mgmt | For | For | For | ||||
5 | 2022 Work Report Of The Board Of Directors | Mgmt | For | For | For | ||||
6 | 2022 Work Report Of The Supervisory Committee | Mgmt | For | For | For | ||||
7 | 2022 Remuneration For Directors | Mgmt | For | For | For | ||||
8 | 2022 Remuneration For Supervisors | Mgmt | For | For | For | ||||
9 | Repurchase and Cancellation of Some Restricted Stocks Under 2021 Restricted Stock Incentive Plan | Mgmt | For | For | For | ||||
10 | 2023 Application for Comprehensive Credit Line to Banks by the Company and Its Subsidiaries | Mgmt | For | For | For | ||||
11 | Reappointment Of 2023 Audit Firm | Mgmt | For | For | For | ||||
Shenzhen Topband Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002139 | CINS Y77436106 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Amendments to Articles | Mgmt | For | For | For | ||||
Shenzhen Topband Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002139 | CINS Y77436106 | 09/05/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | The Supplementary Agreement II to the Investment Agreement to Be Signed by a Wholly-owned Subsidiary | Mgmt | For | For | For | ||||
2 | Change of the Implementing Methods and Location of Some Projects Financed with Raised Funds | Mgmt | For | For | For | ||||
3 | Repurchase and Cancellation of Some Restricted Stocks Under 2021 Restricted Stock Incentive Plan | Mgmt | For | For | For | ||||
4 | Change of the Company's Registered Capital | Mgmt | For | For | For | ||||
5 | Amendments to the Company's Articles of Association | Mgmt | For | For | For | ||||
Shenzhen Topband Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002139 | CINS Y77436106 | 10/10/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Approve Adjustment of Company-level Performance Assessment Indicators for Performance Share Incentive Plan | Mgmt | For | For | For | ||||
2 | Approve Change of Registered Address and Amendment of Articles of Association | Mgmt | For | For | For | ||||
Sichuan Kelun Pharmaceutical Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002422 | CINS Y7931Q104 | 01/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Cooperation Agreement To Be Signed Between Msd And A Controlled Subsidiary | Mgmt | For | For | For | ||||
3 | Change of the Company's Domicile and Amendments to the Company's Articles of Association | Mgmt | For | For | For | ||||
4 | Approve Capital Injection in Controlled Subsidiary, Introduction of External Investors and Related Party Transaction | Mgmt | For | For | For | ||||
Sichuan Kelun Pharmaceutical Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002422 | CINS Y7931Q104 | 01/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Proposal for Spin-Off of Subsidiary to the Main Board of the Stock Exchange of Hong Kong Limited in Accordance with Relevant Laws and Regulations | Mgmt | For | For | For | ||||
2 | Proposal for Spin-Off of Subsidiary and Initial Public Offering and Listing on the Stock Exchange of Hong Kong Limited | Mgmt | For | For | For | ||||
3 | Proposal for Spin-Off of Subsidiary on the Stock Exchange of Hong Kong Limited | Mgmt | For | For | For | ||||
4 | Proposal for Transaction Complies with Listed Companies' Spin-Off Rules (Trial) | Mgmt | For | For | For | ||||
5 | Proposal for Transaction is Conducive to Safeguarding the Legal Rights and Interests of Shareholders and Creditors | Mgmt | For | For | For | ||||
6 | Proposal on the Company's Independence and Sustainability | Mgmt | For | For | For | ||||
7 | Proposal on the Company's Standard Operational Ability | Mgmt | For | For | For | ||||
8 | Approval Purpose, Commercial Rationality, Necessity and Feasibility Analysis of Spin-Off | Mgmt | For | For | For | ||||
9 | Approval of Explanation of the Completeness, Compliance and Validity of Legal Documents Submitted in the Spin-Off | Mgmt | For | For | For | ||||
10 | Board Authorization to Handle All Related Matters | Mgmt | For | For | For | ||||
11 | Approve Shareholding of Some Senior Management of the Company in the Proposed Spin-Off of its Subsidiary and Related Transactions | Mgmt | For | For | For | ||||
Sichuan Kelun Pharmaceutical Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002422 | CINS Y7931Q104 | 09/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Employee Stock Ownership Plan (Draft) And Its Summary | Mgmt | For | Against | Against | ||||
2 | Proposal for Management Measures for 2022 Employee Stock Ownership Plan | Mgmt | For | Against | Against | ||||
3 | Board Authorization to Handle Matters Related to 2022 Employee Stock Ownership Plan | Mgmt | For | Against | Against | ||||
4 | Amendments to Articles | Mgmt | For | For | For | ||||
5 | Elect AO Minggang | Mgmt | For | For | For | ||||
SK Hynix Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
000660 | CINS Y8085F100 | 03/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | Against | Against | ||||
2 | Elect HAN Ae Ra | Mgmt | For | For | For | ||||
3 | Elect KIM Zeong Won | Mgmt | For | Against | Against | ||||
4 | Elect JEONG Deog Kyoon | Mgmt | For | For | For | ||||
5 | Election Of Audit Committee Member: Han Ae Ra | Mgmt | For | For | For | ||||
6 | Election of Audit Committee Member: KIM Zeong Won | Mgmt | For | Against | Against | ||||
7 | Elect PARK Sung Ha | Mgmt | For | For | For | ||||
8 | Directors' Fees | Mgmt | For | Against | Against | ||||
9 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
SK Telecom Co., Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
017670 | CINS Y4935N104 | 03/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | Against | Against | ||||
2 | Share Option Grant | Mgmt | For | For | For | ||||
3 | Elect KIM Yong Hak | Mgmt | For | For | For | ||||
4 | Elect KIM Jun Mo | Mgmt | For | For | For | ||||
5 | Elect OH Hye Yeon | Mgmt | For | For | For | ||||
6 | Election of Audit Committee Member: KIM Yong Hak | Mgmt | For | For | For | ||||
7 | Election of Audit Committee Member: OH Hye Yeon | Mgmt | For | For | For | ||||
8 | Directors' Fees | Mgmt | For | For | For | ||||
SM Investments Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SM | CINS Y80676102 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Call To Order | Mgmt | For | For | For | ||||
3 | Certification Of Notice And Quorum | Mgmt | For | For | For | ||||
4 | Meeting Minutes | Mgmt | For | For | For | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | Ratification of Board Acts | Mgmt | For | For | For | ||||
7 | Elect Teresita T. Sy | Mgmt | For | Against | Against | ||||
8 | Elect Jose T. Sio | Mgmt | For | For | For | ||||
9 | Elect Henry T. Sy, Jr. | Mgmt | For | For | For | ||||
10 | Elect Harley T. Sy | Mgmt | For | For | For | ||||
11 | Elect Frederic C. DyBuncio | Mgmt | For | For | For | ||||
12 | Elect Tomasa H. Lipana | Mgmt | For | For | For | ||||
13 | Elect Robert G. Vergara | Mgmt | For | For | For | ||||
14 | Elect Ramon M. Lopez | Mgmt | For | For | For | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Transaction of Other Business | Mgmt | For | Against | Against | ||||
17 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Sociedad Quimica Y Minera de Chile S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SQM-A | CUSIP 833635105 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Appointment of Auditor | Mgmt | For | For | For | ||||
3 | Appointment of Risk Rating Agency | Mgmt | For | For | For | ||||
4 | Appointment of Account Inspectors | Mgmt | For | For | For | ||||
5 | Investment Policy | Mgmt | For | For | For | ||||
6 | Finance Policy | Mgmt | For | For | For | ||||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
8 | Elect Antonio Gil Nievas | Mgmt | For | For | For | ||||
9 | Elect Laurence Golborne Riveros | Mgmt | N/A | Abstain | N/A | ||||
10 | Directors and Committees' Fees | Mgmt | For | Against | Against | ||||
11 | Publication of Company Notices | Mgmt | For | For | For | ||||
Soulbrain Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
357780 | CINS Y8076W120 | 03/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | Against | Against | ||||
2 | Elect YANG Gil Ho | Mgmt | For | For | For | ||||
3 | Election of Corporate Auditors | Mgmt | For | For | For | ||||
4 | Directors' Fees | Mgmt | For | For | For | ||||
5 | Corporate Auditors' Fees | Mgmt | For | For | For | ||||
State Bank of India | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SBIN | CINS Y8155P103 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
Sun Pharmaceuticals Industries Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SUNPHARMA | CINS Y8523Y158 | 01/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Sanjay K. Asher | Mgmt | For | For | For | ||||
Sungrow Power Supply Co. Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
300274 | CINS Y8211M102 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Directors' Report | Mgmt | For | For | For | ||||
2 | Supervisors' Report | Mgmt | For | For | For | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Annual Report | Mgmt | For | For | For | ||||
6 | Authority to Give Guarantees | Mgmt | For | Against | Against | ||||
7 | Financial Aid To Controlled Subsidiaries | Mgmt | For | For | For | ||||
8 | Launching Foreign Exchange Hedging Business | Mgmt | For | For | For | ||||
9 | Issuing A Letter Of Guarantee For Subsidiaries | Mgmt | For | Against | Against | ||||
10 | Reappointment of Auditor | Mgmt | For | For | For | ||||
11 | Remuneration for Directors, Supervisors, and Senior Management | Mgmt | For | For | For | ||||
12 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
13 | Amendments to Articles | Mgmt | For | For | For | ||||
14 | Elect TAO Gaozhou | Mgmt | For | Against | Against | ||||
15 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
16 | Elect CAO Renxian | Mgmt | For | For | For | ||||
17 | Elect GU Yilei | Mgmt | For | For | For | ||||
18 | Elect ZHAO Wei | Mgmt | For | For | For | ||||
19 | Elect ZHANG Xucheng | Mgmt | For | For | For | ||||
20 | Elect WU Jiamao | Mgmt | For | For | For | ||||
21 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
22 | Elect GU Guang | Mgmt | For | Against | Against | ||||
23 | Elect LI Mingfa | Mgmt | For | For | For | ||||
24 | Elect ZHANG Lei | Mgmt | For | For | For | ||||
Taiwan Semiconductor Manufacturing Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2330 | CINS Y84629107 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Business Report and Financial Statements | Mgmt | For | For | For | ||||
2 | Issuance of Employee Restricted Stock Awards for Year 2023 | Mgmt | For | For | For | ||||
3 | Revise the Procedures for Endorsement and Guarantee. | Mgmt | For | 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 four TSMC Policies | Mgmt | For | For | For | ||||
Tencent Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
700 | CINS G87572163 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect Jacobus Petrus (Koos) Bekker | Mgmt | For | Against | Against | ||||
6 | Elect ZHANG Xiulan | Mgmt | For | For | For | ||||
7 | Directors' Fees | Mgmt | For | For | For | ||||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Tencent Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
700 | CINS G87572163 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Adoption of 2023 Share Option Scheme | Mgmt | For | Against | Against | ||||
4 | Transfer of Share Options | Mgmt | For | Against | Against | ||||
5 | Termination of 2017 Share Option Scheme | Mgmt | For | For | For | ||||
6 | Scheme Mandate Limit (2023 Share Option Scheme) | Mgmt | For | Against | Against | ||||
7 | Service Provider Sub-limit (2023 Share Option Scheme) | Mgmt | For | Against | Against | ||||
8 | Adoption of 2023 Share Award Scheme | Mgmt | For | Against | Against | ||||
9 | Transfer of Share Awards | Mgmt | For | Against | Against | ||||
10 | Termination of Share Award Schemes | Mgmt | For | For | For | ||||
11 | Scheme Mandate Limit (2023 Share Award Scheme - Share Award) | Mgmt | For | Against | Against | ||||
12 | Scheme Mandate Limit (2023 Share Award Scheme - New Shares Share Award) | Mgmt | For | Against | Against | ||||
13 | Service Provider Sub-limit (2023 Share Award Scheme) | Mgmt | For | Against | Against | ||||
Tong Hsing Electronic Industries Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6271 | CINS Y8862W102 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Approve the Issuance of New Shares by Capitalization of Profit | Mgmt | For | For | For | ||||
4 | Amendments to Articles Bundled | Mgmt | For | For | For | ||||
Trip.com Group Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TCOM | CUSIP 89677Q107 | 06/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Amended and Restated Articles of Association | Mgmt | For | For | For | ||||
Tsingtao Brewery Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
0168 | CINS Y8997D102 | 06/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Directors' Report | Mgmt | For | For | For | ||||
4 | Supervisor's Report | Mgmt | For | For | For | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | 2022 Profit Distribution Plan | Mgmt | For | For | For | ||||
7 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
8 | Appointment of Internal Control Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
9 | Amendments to Articles | Mgmt | For | For | For | ||||
Tsingtao Brewery Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
0168 | CINS Y8997D102 | 07/18/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Elect JIANG Zong Xiang | Mgmt | For | For | For | ||||
4 | Elect HOU Qiu Yan | Mgmt | For | For | For | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Uni-President Enterprises Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1216 | CINS Y91475106 | 06/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Accounts and Reports | Mgmt | For | For | For | ||||
2 | 2022 Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect CHIEN Lee-Feng | Mgmt | For | For | For | ||||
4 | Non-Compete Restrictions for Directors | Mgmt | For | For | For | ||||
United Breweries Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UBL | CINS Y9181N153 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Anand Kripalu | Mgmt | For | For | For | ||||
United Breweries Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UBL | CINS Y9181N153 | 08/10/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Jan Cornelis Van Der Linden | Mgmt | For | Against | Against | ||||
4 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
5 | Elect Manu Anand | Mgmt | For | For | For | ||||
6 | Elect Geetu Gidwani Verma | Mgmt | For | For | For | ||||
United Breweries Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UBL | CINS Y9181N153 | 11/08/2022 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Radovan Sikorsky | Mgmt | For | Against | Against | ||||
3 | Appoint Radovan Sikorsky as Director and CFO and Approval of Remuneration | Mgmt | For | For | For | ||||
Wal-mart de Mexico S A B de C V | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WALMEX | CINS P98180188 | 03/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Report of the Audit and Corporate Governance Committee | Mgmt | For | For | For | ||||
2 | Report of the Board on CEO's Report | Mgmt | For | For | For | ||||
3 | Report of the Board of Directors | Mgmt | For | For | For | ||||
4 | Report on Employees' Share Plan | Mgmt | For | For | For | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
8 | Election of Directors; Election of Audit and Corporate Governance Committee Chair; Fees | Mgmt | For | For | For | ||||
9 | Election of Meeting Delegates | Mgmt | For | For | For | ||||
10 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Wingtech Technology Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600745 | CINS Y3745E106 | 07/25/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Cancellation of Some Stock Options, and Repurchase and Cancellation of Some Restricted Stocks Under the 2020 Stock Option and Restricted Stocks Incentive Plan | Mgmt | For | For | For | ||||
Wingtech Technology Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600745 | CINS Y3745E106 | 11/14/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Termination of the 2020 Stock Options and Restricted Stock Incentive Plan and Cancellation of Stock Options and Repurchase and Cancellation of Restricted Stocks | Mgmt | For | For | For | ||||
Wingtech Technology Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600745 | CINS Y3745E106 | 12/26/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Change of the Projects Funded by Funds Raised in the Issuance of Convertible Corporate Bonds | Mgmt | For | For | For | ||||
2 | Change of the Projects Funded by Funds Raised in the 2020 Private Placement of Shares | Mgmt | For | For | For | ||||
3 | Connected Transaction Regarding Entering into Cooperative Framework Agreement | Mgmt | For | For | For | ||||
Wuxi NCE Power Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
605111 | CINS Y971E1107 | 01/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Change of the Implementing Parties of Some Projects Financed with Raised Funds | Mgmt | For | For | For | ||||
2 | Connected Transactions Regarding Capital Increase In A Subsidiary | Mgmt | For | For | For | ||||
3 | Connected Transactions Regarding Capital Increase In A 2Nd Subsidiary | Mgmt | For | For | For | ||||
4 | Change of the Company's Registered Capital and Amendments to the Company's Articles of Association | Mgmt | For | For | For | ||||
Xianhe Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603733 | CINS Y67350101 | 01/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Additional External Guarantee Quota | Mgmt | For | For | For | ||||
Xianhe Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603733 | CINS Y67350101 | 07/12/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Merger And Acquisition Of A Wholly-Owned Subsidiary | Mgmt | For | For | For | ||||
Xianhe Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603733 | CINS Y67350101 | 08/01/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Downward Adjustment Of Conversion Price Of Xianhe Convertible Bonds | Mgmt | For | For | For | ||||
Yageo Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2327 | CINS Y9723R100 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Amendments to Articles Bundled | Mgmt | For | For | For | ||||
3 | Adoption of Restricted Stock Plan | Mgmt | For | For | For | ||||
Yifeng Pharmacy Chain Co.Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603939 | CINS Y982AC104 | 03/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Demonstration Analysis Report on Convertible Corporate Bonds | Mgmt | For | For | For | ||||
2 | Authorization to the Board to Handle Matters Regarding the Convertible Corporate Bonds | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
Yifeng Pharmacy Chain Co.Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603939 | CINS Y982AC104 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | 2022 Directors' Report | Mgmt | For | For | For | ||||
3 | 2022 Supervisors' Report | Mgmt | For | For | For | ||||
4 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
5 | 2022 Accounts and Reports | Mgmt | For | For | For | ||||
6 | Report on Deposit and Use of Previously Raised Funds | Mgmt | For | For | For | ||||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
8 | Appointment of Auditor | Mgmt | For | For | For | ||||
9 | Approval of Line of Credit | Mgmt | For | For | For | ||||
10 | Authority to Give Guarantees to Subsidiaries' Applications for Line of Credit | Mgmt | For | For | For | ||||
11 | Amendments to Articles | Mgmt | For | For | For | ||||
12 | Verification Report on the Weighted Average Return on Equity and Non-Recurring Profit and Loss of the Company for the Last Three Years | Mgmt | For | For | For | ||||
Yifeng Pharmacy Chain Co.Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603939 | CINS Y982AC104 | 08/04/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Change of a Project Financed with Funds Raised from the 2022 Convertible Bonds | Mgmt | For | For | For | ||||
2 | Change of Another Project Financed with Funds Raised from the 2022 Convertible Bonds | Mgmt | For | For | For | ||||
Yifeng Pharmacy Chain Co.Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603939 | CINS Y982AC104 | 09/05/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Approve Draft and Summary of Performance Shares Incentive Plan | Mgmt | For | For | For | ||||
2 | Approve Methods to Assess the Performance of Plan Participants | Mgmt | For | For | For | ||||
3 | Approve Authorization of the Board to Handle All Related Matters | Mgmt | For | For | For | ||||
Yifeng Pharmacy Chain Co.Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603939 | CINS Y982AC104 | 09/14/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | The Company's Eligibility for Public Issuance of Convertible Bonds | Mgmt | For | For | For | ||||
2 | Name Change for Public Offering of Convertible Bonds | Mgmt | For | For | For | ||||
3 | Type of Securities to Be Issued | Mgmt | For | For | For | ||||
4 | Issuing Scale | Mgmt | For | For | For | ||||
5 | Bond Duration | Mgmt | For | For | For | ||||
6 | Par Value and Issue Price | Mgmt | For | For | For | ||||
7 | Interest Rate of the Bond | Mgmt | For | For | For | ||||
8 | Time Limit and Method for Repaying the Principal and Interest | Mgmt | For | For | For | ||||
9 | Conversion Period | Mgmt | For | For | For | ||||
10 | Determination of the Conversion Price | Mgmt | For | For | For | ||||
11 | Adjustment to the Conversion Price | Mgmt | For | For | For | ||||
12 | Provisions on Downward Adjustment of the Conversion Price | Mgmt | For | For | For | ||||
13 | Determining Method for the Number of Converted Shares | Mgmt | For | For | For | ||||
14 | Redemption Clauses | Mgmt | For | For | For | ||||
15 | Resale Clauses | Mgmt | For | For | For | ||||
16 | Attribution of Related Dividends for Conversion Years | Mgmt | For | For | For | ||||
17 | Issuing Targets and Method | Mgmt | For | For | For | ||||
18 | Arrangement for Placing to Original Shareholders | Mgmt | For | For | For | ||||
19 | Matters Regarding the Meetings of Bondholders | Mgmt | For | For | For | ||||
20 | Purpose of the Raised Funds | Mgmt | For | For | For | ||||
21 | Guarantee Matters | Mgmt | For | For | For | ||||
22 | Rating Matters | Mgmt | For | For | For | ||||
23 | Management and Deposit of Raised Funds | Mgmt | For | For | For | ||||
24 | The Valid Period of the Issuing Plan | Mgmt | For | For | For | ||||
25 | Preplan for Public Issuance of Convertible Bonds | Mgmt | For | For | For | ||||
26 | Feasibility Analysis Report on the Use of Funds to Be Raised from the Public Issuance of Convertible Bonds | Mgmt | For | For | For | ||||
27 | Report on the Use of Previously-raised Funds | Mgmt | For | For | For | ||||
28 | Diluted Immediate Return After the Public Issuance of Convertible Bonds and Filling Measures | Mgmt | For | For | For | ||||
29 | Commitments of Controlling Shareholders, De Facto Controller, Directors and Senior Management to Ensure the Implementation of Filling Measures of Diluted Immediate Return After the Public Issuance of Convertible Bonds | Mgmt | For | For | For | ||||
30 | Establishment of Procedural Rules: Meetings of Bondholders of the Company's Convertible Bonds | Mgmt | For | For | For | ||||
31 | Authorization to the Board to Handle Matters Regarding the Public Issuance of Convertible Bonds | Mgmt | For | For | For | ||||
32 | Report on Weighted Return on Net Assets for the Last Three Years and Non-Recurring Profits or Losses | Mgmt | For | For | For | ||||
33 | Shareholders' Return Plan for 2022 to 2024 | Mgmt | For | For | For | ||||
34 | Amendments to Management System for Raised Funds | Mgmt | For | For | For | ||||
35 | Authority to Give Guarantees | Mgmt | For | For | For | ||||
Yifeng Pharmacy Chain Co.Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603939 | CINS Y982AC104 | 11/18/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Amendments to Articles | Mgmt | For | For | For | ||||
2 | Authority to Give Guarantees to a Subsidiary | Mgmt | For | For | For | ||||
Yifeng Pharmacy Chain Co.Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603939 | CINS Y982AC104 | 12/15/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Adjustment on Validity Period of Convertible Bonds | Mgmt | For | For | For | ||||
2 | Plan on Issuance of Convertible Bonds (Second Revised Draft) | Mgmt | For | For | For | ||||
3 | Report on the Usage of Previously Raised Funds | Mgmt | For | For | For | ||||
4 | Authorization of Board to Handle All Related Matters | Mgmt | For | For | For | ||||
5 | Provision of Guarantee for Application of Bank Credit Lines to Subsidiary | Mgmt | For | For | For | ||||
Zhejiang HangKe Technology Incorporated Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
688006 | CINS Y989L4105 | 09/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Amendments to Articles | Mgmt | For | For | For | ||||
2 | Elect YAN Lei | Mgmt | For | For | For | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Zhejiang HangKe Technology Incorporated Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
688006 | CINS Y989L4105 | 10/14/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Gdr Issuance and Listing on the Six Swiss Exchange and Conversion into a Company Limited by Shares Which Raises Funds Overseas | Mgmt | For | Against | Against | ||||
2 | Stock Type and Par Value | Mgmt | For | Against | Against | ||||
3 | Issuing Date | Mgmt | For | Against | Against | ||||
4 | Issuing Method | Mgmt | For | Against | Against | ||||
5 | Issuing Volume | Mgmt | For | Against | Against | ||||
6 | Gdr Scale During the Duration | Mgmt | For | Against | Against | ||||
7 | Conversion Ratio of Gdrs and Basic Securities of A-shares | Mgmt | For | Against | Against | ||||
8 | Pricing Method | Mgmt | For | Against | Against | ||||
9 | Issuing Targets | Mgmt | For | Against | Against | ||||
10 | Conversion Limit Period of Gdrs and Basic Securities of A-shares | Mgmt | For | Against | Against | ||||
11 | Underwriting Method | Mgmt | For | Against | Against | ||||
12 | Report On The Use Of Previously-Raised Funds | Mgmt | For | For | For | ||||
13 | Plan For The Use Of Raised Funds From Gdr Issuance | Mgmt | For | Against | Against | ||||
14 | The Valid Period Of The Resolution On The Gdr Issuance And Listing On The Six Swiss Exchange | Mgmt | For | Against | Against | ||||
15 | Full Authorization to the Board and Its Authorized Persons to Handle Matters Regarding the Gdr Issuance and Listing on the Six Swiss Exchange | Mgmt | For | Against | Against | ||||
16 | Distribution Plan for Accumulated Retained Profits Before the Gdr Issuance and Listing on the Six Swiss Exchange | Mgmt | For | For | For | ||||
17 | Purchase Of Prospectus And Liability Insurance For Directors, Supervisors And Senior Management | Mgmt | For | Against | Against | ||||
18 | Formulation of the Articles of Association of the Company (draft) and Its Appendix (applicable After Listing on the Six Swiss Exchange) | Mgmt | For | Against | Against | ||||
19 | Formulation of the Company's Rules of Procedure Governing Meetings of the Supervisory Committee (applicable After Listing on the SIX Swiss Exchange) | Mgmt | For | For | For | ||||
Zhejiang Juhua Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600160 | CINS Y9890M108 | 04/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect ZHOU Liyang | Mgmt | For | For | For | ||||
3 | Elect LI Jun | Mgmt | For | For | For | ||||
4 | Elect TONG Jihong | Mgmt | For | For | For | ||||
5 | Elect TANG Shunliang | Mgmt | For | For | For | ||||
6 | Elect HAN Jinming | Mgmt | For | For | For | ||||
7 | Elect LIU Yunhua | Mgmt | For | Against | Against | ||||
8 | Elect WANG Xiaoming | Mgmt | For | Against | Against | ||||
9 | Elect ZHAO Haijun | Mgmt | For | For | For | ||||
10 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
11 | Elect ZHANG Zixue | Mgmt | For | For | For | ||||
12 | Elect LIU Li | Mgmt | For | For | For | ||||
13 | Elect WANG Yutao | Mgmt | For | For | For | ||||
14 | Elect LU Guihua | Mgmt | For | For | For | ||||
15 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
16 | Elect CHEN Wujiang | Mgmt | For | Against | Against | ||||
17 | Elect REN Gang | Mgmt | For | For | For | ||||
Zhejiang Juhua Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600160 | CINS Y9890M108 | 06/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Directors' Report | Mgmt | For | For | For | ||||
2 | 2022 Supervisors' Report | Mgmt | For | For | For | ||||
3 | 2022 Accounts and Reports | Mgmt | For | For | For | ||||
4 | 2023 Financial Budget | Mgmt | For | For | For | ||||
5 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Amendments to Articles | Mgmt | For | For | For | ||||
8 | Appointment of Auditor and Internal Control Auditor and Set Fees | Mgmt | For | For | For | ||||
9 | Related Party Transactions in 2022 and 2023 | Mgmt | For | For | For | ||||
10 | Amendments to Use of Proceeds | Mgmt | For | For | For | ||||
11 | Permanently Replenish Working Capital With Surplus Proceeds | Mgmt | For | For | For | ||||
12 | Authority to Give Guarantees | Mgmt | For | For | For | ||||
13 | Adjustment of Directors' Fees | Mgmt | For | For | For | ||||
14 | Amendments of Procedural Rules: Shareholder Meetings | Mgmt | For | For | For | ||||
15 | Amendments of Procedural Rules: Board Meetings | Mgmt | For | For | For | ||||
16 | Amendements of Procedural Rules: Supervisory Board Meetings | Mgmt | For | For | For | ||||
17 | Amendments of Management System for Connected Transactions | Mgmt | For | For | For | ||||
Zhejiang Juhua Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600160 | CINS Y9890M108 | 08/19/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect TANG Shunliang | Mgmt | For | For | For | ||||
Fund Name : Neuberger Berman Equity Income Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
AbbVie Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ABBV | CUSIP 00287Y109 | 05/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert J. Alpern | Mgmt | For | For | For | ||||
2 | Elect Melody B. Meyer | Mgmt | For | For | For | ||||
3 | Elect Frederick H. Waddell | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
7 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | Against | For | ||||
8 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
9 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||||
10 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
Agnico Eagle Mines Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AEM | CUSIP 008474108 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Leona Aglukkaq | Mgmt | For | For | For | ||||
1.2 | Elect Ammar Al-Joundi | Mgmt | For | For | For | ||||
1.3 | Elect Sean Boyd | Mgmt | For | For | For | ||||
1.4 | Elect Martine A. Celej | Mgmt | For | For | For | ||||
1.5 | Elect Robert J. Gemmell | Mgmt | For | Withhold | Against | ||||
1.6 | Elect Jonathan Gill | Mgmt | For | For | For | ||||
1.7 | Elect Peter Grosskopf | Mgmt | For | For | For | ||||
1.8 | Elect Elizabeth Lewis-Gray | Mgmt | For | For | For | ||||
1.9 | Elect Deborah McCombe | Mgmt | For | For | For | ||||
1.10 | Elect Jeffrey Parr | Mgmt | For | For | For | ||||
1.11 | Elect J. Merfyn Roberts | Mgmt | For | For | For | ||||
1.12 | Elect Jamie C. Sokalsky | Mgmt | For | For | For | ||||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Alexandria Real Estate Equities, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ARE | CUSIP 015271109 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Joel S. Marcus | Mgmt | For | For | For | ||||
2 | Elect Steven R. Hash | Mgmt | For | For | For | ||||
3 | Elect James P. Cain | Mgmt | For | For | For | ||||
4 | Elect Cynthia L. Feldmann | Mgmt | For | For | For | ||||
5 | Elect Maria C. Freire | Mgmt | For | For | For | ||||
6 | Elect Richard H. Klein | Mgmt | For | For | For | ||||
7 | Elect Michael A. Woronoff | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
Ameren Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AEE | CUSIP 023608102 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Warner L. Baxter | Mgmt | For | For | For | ||||
2 | Elect Cynthia J. Brinkley | Mgmt | For | For | For | ||||
3 | Elect Catherine S. Brune | Mgmt | For | For | For | ||||
4 | Elect J. Edward Coleman | Mgmt | For | For | For | ||||
5 | Elect Ward H. Dickson | Mgmt | For | For | For | ||||
6 | Elect Noelle K. Eder | Mgmt | For | For | For | ||||
7 | Elect Ellen M. Fitzsimmons | Mgmt | For | For | For | ||||
8 | Elect Rafael Flores | Mgmt | For | For | For | ||||
9 | Elect Richard J. Harshman | Mgmt | For | For | For | ||||
10 | Elect Craig S. Ivey | Mgmt | For | For | For | ||||
11 | Elect James C. Johnson | Mgmt | For | For | For | ||||
12 | Elect Martin J. Lyons, Jr. | Mgmt | For | For | For | ||||
13 | Elect Steven H. Lipstein | Mgmt | For | For | For | ||||
14 | Elect Leo S. Mackay, Jr. | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
17 | Ratification of Auditor | Mgmt | For | For | For | ||||
18 | Shareholder Proposal Regarding Revision of Scope 1 and 2 GHG Targets to Align with Paris Agreement | ShrHoldr | Against | Against | For | ||||
American Campus Communities, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ACC | CUSIP 024835100 | 08/04/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Acquisition by Blackstone | Mgmt | For | For | For | ||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | Against | Against | ||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Astrazeneca plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AZN | CUSIP 046353108 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Appointment of Auditor | Mgmt | For | For | For | ||||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
5 | Elect Michel Demare | Mgmt | For | For | For | ||||
6 | Elect Pascal Soriot | Mgmt | For | For | For | ||||
7 | Elect Aradhana Sarin | Mgmt | For | For | For | ||||
8 | Elect Philip Broadley | Mgmt | For | For | For | ||||
9 | Elect Euan Ashley | Mgmt | For | For | For | ||||
10 | Elect Deborah DiSanzo | Mgmt | For | For | For | ||||
11 | Elect Diana Layfield | Mgmt | For | For | For | ||||
12 | Elect Sherilyn S. McCoy | Mgmt | For | For | For | ||||
13 | Elect Tony MOK Shu Kam | Mgmt | For | For | For | ||||
14 | Elect Nazneen Rahman | Mgmt | For | For | For | ||||
15 | Elect Andreas Rummelt | Mgmt | For | For | For | ||||
16 | Elect Marcus Wallenberg | Mgmt | For | Against | Against | ||||
17 | Remuneration Report | Mgmt | For | For | For | ||||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
24 | Adoption of New Articles | Mgmt | For | For | For | ||||
Becton, Dickinson and Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BDX | CUSIP 075887109 | 01/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect William M. Brown | Mgmt | For | For | For | ||||
2 | Elect Catherine M. Burzik | Mgmt | For | For | For | ||||
3 | Elect Carrie L. Byington | Mgmt | For | For | For | ||||
4 | Elect R. Andrew Eckert | Mgmt | For | For | For | ||||
5 | Elect Claire M. Fraser | Mgmt | For | For | For | ||||
6 | Elect Jeffrey W. Henderson | Mgmt | For | For | For | ||||
7 | Elect Christopher Jones | Mgmt | For | For | For | ||||
8 | Elect Marshall O. Larsen | Mgmt | For | For | For | ||||
9 | Elect Thomas E. Polen | Mgmt | For | For | For | ||||
10 | Elect Timothy M. Ring | Mgmt | For | For | For | ||||
11 | Elect Bertram L. Scott | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Amendment to the 2004 Employee and Director Equity-Based Compensation Plan | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||||
Bristol-Myers Squibb Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BMY | CUSIP 110122108 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Peter J. Arduini | Mgmt | For | For | For | ||||
2 | Elect Deepak L. Bhatt | Mgmt | For | For | For | ||||
3 | Elect Giovanni Caforio | Mgmt | For | For | For | ||||
4 | Elect Julia A. Haller | Mgmt | For | For | For | ||||
5 | Elect Manuel Hidalgo Medina | Mgmt | For | For | For | ||||
6 | Elect Paula A. Price | Mgmt | For | For | For | ||||
7 | Elect Derica W. Rice | Mgmt | For | For | For | ||||
8 | Elect Theodore R. Samuels, II | Mgmt | For | For | For | ||||
9 | Elect Gerald Storch | Mgmt | For | For | For | ||||
10 | Elect Karen H. Vousden | Mgmt | For | For | For | ||||
11 | Elect Phyllis R. Yale | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
16 | Shareholder Proposal Regarding Non-Discrimination Audit | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
Brixmor Property Group Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BRX | CUSIP 11120U105 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James M. Taylor Jr. | Mgmt | For | For | For | ||||
2 | Elect Michael Berman | Mgmt | For | For | For | ||||
3 | Elect Julie Bowerman | Mgmt | For | For | For | ||||
4 | Elect Sheryl M. Crosland | Mgmt | For | For | For | ||||
5 | Elect Thomas W. Dickson | Mgmt | For | For | For | ||||
6 | Elect Daniel B. Hurwitz | Mgmt | For | For | For | ||||
7 | Elect Sandra A.J. Lawrence | Mgmt | For | For | For | ||||
8 | Elect William D. Rahm | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Camden Property Trust | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CPT | CUSIP 133131102 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard J. Campo | Mgmt | For | For | For | ||||
2 | Elect Javier E. Benito | Mgmt | For | For | For | ||||
3 | Elect Heather J. Brunner | Mgmt | For | For | For | ||||
4 | Elect Mark D. Gibson | Mgmt | For | For | For | ||||
5 | Elect Scott S. Ingraham | Mgmt | For | For | For | ||||
6 | Elect Renu Khator | Mgmt | For | For | For | ||||
7 | Elect D. Keith Oden | Mgmt | For | For | For | ||||
8 | Elect Frances Aldrich Sevilla-Sacasa | Mgmt | For | For | For | ||||
9 | Elect Steven A. Webster | Mgmt | For | For | For | ||||
10 | Elect Kelvin R. Westbrook | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Caterpillar Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CAT | CUSIP 149123101 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kelly A. Ayotte | Mgmt | For | For | For | ||||
2 | Elect David L. Calhoun | Mgmt | For | For | For | ||||
3 | Elect Daniel M. Dickinson | Mgmt | For | For | For | ||||
4 | Elect James C. Fish, Jr. | Mgmt | For | For | For | ||||
5 | Elect Gerald Johnson | Mgmt | For | For | For | ||||
6 | Elect David W. MacLennan | Mgmt | For | For | For | ||||
7 | Elect Judith F. Marks | Mgmt | For | For | For | ||||
8 | Elect Debra L. Reed-Klages | Mgmt | For | For | For | ||||
9 | Elect Susan C. Schwab | Mgmt | For | For | For | ||||
10 | Elect D. James Umpleby III | Mgmt | For | For | For | ||||
11 | Elect Rayford Wilkins Jr. | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Approval of the 2023 Long-Term Incentive Plan | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Effectiveness of Due Diligence Process | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | ||||
CenterPoint Energy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CNP | CUSIP 15189T107 | 04/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Wendy Montoya Cloonan | Mgmt | For | For | For | ||||
2 | Elect Earl M. Cummings | Mgmt | For | For | For | ||||
3 | Elect Christopher H. Franklin | Mgmt | For | For | For | ||||
4 | Elect David J. Lesar | Mgmt | For | For | For | ||||
5 | Elect Raquelle W. Lewis | Mgmt | For | For | For | ||||
6 | Elect Martin H. Nesbitt | Mgmt | For | For | For | ||||
7 | Elect Theodore F. Pound | Mgmt | For | Against | Against | ||||
8 | Elect Phillip R. Smith | Mgmt | For | For | For | ||||
9 | Elect Barry T. Smitherman | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Scope 3 Targets | ShrHoldr | Against | Against | For | ||||
Chesapeake Energy Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CHK | CUSIP 165167735 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Domenic J. Dell'Osso, Jr. | Mgmt | For | For | For | ||||
2 | Elect Timothy S. Duncan | Mgmt | For | For | For | ||||
3 | Elect Benjamin C. Duster, IV | Mgmt | For | For | For | ||||
4 | Elect Sarah A. Emerson | Mgmt | For | For | For | ||||
5 | Elect Matthew Gallagher | Mgmt | For | For | For | ||||
6 | Elect Brian Steck | Mgmt | For | For | For | ||||
7 | Elect Michael A. Wichterich | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
Chevron Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CVX | CUSIP 166764100 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Wanda M. Austin | Mgmt | For | For | For | ||||
2 | Elect John B. Frank | Mgmt | For | For | For | ||||
3 | Elect Alice P. Gast | Mgmt | For | For | For | ||||
4 | Elect Enrique Hernandez, Jr. | Mgmt | For | For | For | ||||
5 | Elect Marillyn A. Hewson | Mgmt | For | For | For | ||||
6 | Elect Jon M. Huntsman Jr. | Mgmt | For | For | For | ||||
7 | Elect Charles W. Moorman | Mgmt | For | For | For | ||||
8 | Elect Dambisa F. Moyo | Mgmt | For | For | For | ||||
9 | Elect Debra L. Reed-Klages | Mgmt | For | For | For | ||||
10 | Elect D. James Umpleby III | Mgmt | For | For | For | ||||
11 | Elect Cynthia J. Warner | Mgmt | For | For | For | ||||
12 | Elect Michael K. Wirth | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Recalculated Emissions Baseline | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | For | Against | ||||
21 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
23 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Citizens Financial Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CFG | CUSIP 174610105 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Bruce Van Saun | Mgmt | For | For | For | ||||
2 | Elect Lee Alexander | Mgmt | For | For | For | ||||
3 | Elect Christine M. Cumming | Mgmt | For | For | For | ||||
4 | Elect Kevin Cummings | Mgmt | For | For | For | ||||
5 | Elect William P. Hankowsky | Mgmt | For | For | For | ||||
6 | Elect Edward J. Kelly, III | Mgmt | For | For | For | ||||
7 | Elect Robert G. Leary | Mgmt | For | For | For | ||||
8 | Elect Terrance J. Lillis | Mgmt | For | For | For | ||||
9 | Elect Michele N. Siekerka | Mgmt | For | For | For | ||||
10 | Elect Shivan S. Subramaniam | Mgmt | For | For | For | ||||
11 | Elect Christopher J. Swift | Mgmt | For | For | For | ||||
12 | Elect Wendy A. Watson | Mgmt | For | For | For | ||||
13 | Elect Marita Zuraitis | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
CME Group Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CME | CUSIP 12572Q105 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Terrence A. Duffy | Mgmt | For | For | For | ||||
2 | Elect Kathryn Benesh | Mgmt | For | For | For | ||||
3 | Elect Timothy S. Bitsberger | Mgmt | For | For | For | ||||
4 | Elect Charles P. Carey | Mgmt | For | For | For | ||||
5 | Elect Bryan T. Durkin | Mgmt | For | For | For | ||||
6 | Elect Harold Ford Jr. | Mgmt | For | For | For | ||||
7 | Elect Martin J. Gepsman | Mgmt | For | For | For | ||||
8 | Elect Larry G. Gerdes | Mgmt | For | For | For | ||||
9 | Elect Daniel R. Glickman | Mgmt | For | For | For | ||||
10 | Elect Daniel G. Kaye | Mgmt | For | For | For | ||||
11 | Elect Phyllis M. Lockett | Mgmt | For | For | For | ||||
12 | Elect Deborah J. Lucas | Mgmt | For | For | For | ||||
13 | Elect Terry L. Savage | Mgmt | For | For | For | ||||
14 | Elect Rahael Seifu | Mgmt | For | For | For | ||||
15 | Elect William R. Shepard | Mgmt | For | For | For | ||||
16 | Elect Howard J. Siegel | Mgmt | For | For | For | ||||
17 | Elect Dennis A. Suskind | Mgmt | For | For | For | ||||
18 | Ratification of Auditor | Mgmt | For | For | For | ||||
19 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
20 | Advisory vote on the frequency of future advisory votes on executive compensation: please vote on this resolution to approve 1 year | Mgmt | 1 Year | 1 Year | For | ||||
ConocoPhillips | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
COP | CUSIP 20825C104 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Dennis Victor Arriola | Mgmt | For | For | For | ||||
2 | Elect Jody L. Freeman | Mgmt | For | For | For | ||||
3 | Elect Gay Huey Evans | Mgmt | For | For | For | ||||
4 | Elect Jeffrey A. Joerres | Mgmt | For | For | For | ||||
5 | Elect Ryan M. Lance | Mgmt | For | For | For | ||||
6 | Elect Timothy A. Leach | Mgmt | For | For | For | ||||
7 | Elect William H. McRaven | Mgmt | For | For | For | ||||
8 | Elect Sharmila Mulligan | Mgmt | For | For | For | ||||
9 | Elect Eric D. Mullins | Mgmt | For | For | For | ||||
10 | Elect Arjun N. Murti | Mgmt | For | For | For | ||||
11 | Elect Robert A. Niblock | Mgmt | For | For | For | ||||
12 | Elect David T. Seaton | Mgmt | For | For | For | ||||
13 | Elect R. A. Walker | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | N/A | 1 Year | N/A | ||||
17 | Permit Shareholders to Call Special Meetings | Mgmt | For | For | For | ||||
18 | Approval of the 2023 Omnibus Stock and Performance Incentive Plan | Mgmt | For | For | For | ||||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | ShrHoldr | Against | Against | For | ||||
Corning Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GLW | CUSIP 219350105 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Donald W. Blair | Mgmt | For | For | For | ||||
2 | Elect Leslie A. Brun | Mgmt | For | For | For | ||||
3 | Elect Stephanie A. Burns | Mgmt | For | For | For | ||||
4 | Elect Richard T. Clark | Mgmt | For | For | For | ||||
5 | Elect Pamela J. Craig | Mgmt | For | For | For | ||||
6 | Elect Robert F. Cummings, Jr. | Mgmt | For | For | For | ||||
7 | Elect Roger W. Ferguson, Jr. | Mgmt | For | For | For | ||||
8 | Elect Deborah Ann Henretta | Mgmt | For | For | For | ||||
9 | Elect Daniel P. Huttenlocher | Mgmt | For | For | For | ||||
10 | Elect Kurt M. Landgraf | Mgmt | For | For | For | ||||
11 | Elect Kevin J. Martin | Mgmt | For | For | For | ||||
12 | Elect Deborah D. Rieman | Mgmt | For | For | For | ||||
13 | Elect Hansel E. Tookes II | Mgmt | For | For | For | ||||
14 | Elect Wendell P. Weeks | Mgmt | For | For | For | ||||
15 | Elect Mark S. Wrighton | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Ratification of Auditor | Mgmt | For | For | For | ||||
18 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
CRH Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRH | CINS G25508105 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Remuneration Report | Mgmt | For | For | For | ||||
5 | Elect Richard Boucher | Mgmt | For | For | For | ||||
6 | Elect Caroline Dowling | Mgmt | For | For | For | ||||
7 | Elect Richard H. Fearon | Mgmt | For | For | For | ||||
8 | Elect Johan Karlstrom | Mgmt | For | For | For | ||||
9 | Elect Shaun Kelly | Mgmt | For | For | For | ||||
10 | Elect Badar Khan | Mgmt | For | For | For | ||||
11 | Elect H. Lamar McKay | Mgmt | For | For | For | ||||
12 | Elect Albert Manifold | Mgmt | For | For | For | ||||
13 | Elect Jim Mintern | Mgmt | For | For | For | ||||
14 | Elect Gillian L. Platt | Mgmt | For | For | For | ||||
15 | Elect Mary K. Rhinehart | Mgmt | For | For | For | ||||
16 | Elect Siobhan Talbot | Mgmt | For | For | For | ||||
17 | Elect Christina Verchere | Mgmt | For | For | For | ||||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
19 | Appointment of Auditor | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
CRH Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRH | CINS G25508105 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Court | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Scheme of Arrangement (Settlement System Migration) | Mgmt | For | For | For | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
CRH Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRH | CINS G25508105 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Approve Scheme of Arrangement | Mgmt | For | For | For | ||||
4 | Change of Listing | Mgmt | For | For | For | ||||
5 | Adoption of New Articles | Mgmt | For | For | For | ||||
6 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
7 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | ||||
8 | Amendments to Articles (Share Redemption) | Mgmt | For | Against | Against | ||||
9 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Deere & Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DE | CUSIP 244199105 | 02/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Leanne G. Caret | Mgmt | For | For | For | ||||
2 | Elect Tamra A. Erwin | Mgmt | For | For | For | ||||
3 | Elect Alan C. Heuberger | Mgmt | For | For | For | ||||
4 | Elect Charles O. Holliday, Jr. | Mgmt | For | For | For | ||||
5 | Elect Michael O. Johanns | Mgmt | For | For | For | ||||
6 | Elect Clayton M. Jones | Mgmt | For | For | For | ||||
7 | Elect John C. May | Mgmt | For | For | For | ||||
8 | Elect Gregory R. Page | Mgmt | For | For | For | ||||
9 | Elect Sherry M. Smith | Mgmt | For | For | For | ||||
10 | Elect Dmitri L. Stockton | Mgmt | For | For | For | ||||
11 | Elect Sheila G. Talton | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||||
Duke Realty Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DRE | CUSIP 264411505 | 09/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Merger with Prologis | Mgmt | For | For | For | ||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | Against | Against | ||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Eaton Corporation plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ETN | CUSIP G29183103 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Craig Arnold | Mgmt | For | For | For | ||||
2 | Elect Olivier Leonetti | Mgmt | For | For | For | ||||
3 | Elect Silvio Napoli | Mgmt | For | For | For | ||||
4 | Elect Gregory R. Page | Mgmt | For | For | For | ||||
5 | Elect Sandra Pianalto | Mgmt | For | For | For | ||||
6 | Elect Robert V. Pragada | Mgmt | For | For | For | ||||
7 | Elect Lori J. Ryerkerk | Mgmt | For | For | For | ||||
8 | Elect Gerald B. Smith | Mgmt | For | For | For | ||||
9 | Elect Dorothy C. Thompson | Mgmt | For | For | For | ||||
10 | Elect Darryl L. Wilson | Mgmt | For | For | For | ||||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Emerson Electric Co. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EMR | CUSIP 291011104 | 02/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Martin S. Craighead | Mgmt | For | For | For | ||||
2 | Elect Gloria A. Flach | Mgmt | For | For | For | ||||
3 | Elect Mathew S. Levatich | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Ferrovial SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FER | CINS E49512119 | 04/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Ordinary | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Report on Non-Financial Information | Mgmt | For | For | For | ||||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
6 | Ratification of Board Acts | Mgmt | For | For | For | ||||
7 | Appointment of Auditor | Mgmt | For | For | For | ||||
8 | Elect Ignacio Madridejos Fernandez | Mgmt | For | For | For | ||||
9 | Elect Philip Bowman | Mgmt | For | For | For | ||||
10 | Elect Hanne Birgitte Breinbjerg Sorensen | Mgmt | For | For | For | ||||
11 | Elect Juan Manuel Hoyos Martinez de Irujo | Mgmt | For | For | For | ||||
12 | Elect Gonzalo Pedro Urquijo y Fernandez de Araoz | Mgmt | For | Against | Against | ||||
13 | First Capitalisation of Reserves for Scrip Dividend | Mgmt | For | For | For | ||||
14 | Second Capitalisation of Reserves for Scrip Dividend | Mgmt | For | For | For | ||||
15 | Authority to Cancel Treasury Shares | Mgmt | For | For | For | ||||
16 | 2023-2025 LTI Plan | Mgmt | For | For | For | ||||
17 | Cross-Border Merger | Mgmt | For | For | For | ||||
18 | Remuneration Policy (Ferrovial SE) | Mgmt | For | For | For | ||||
19 | Remuneration Report | Mgmt | For | For | For | ||||
20 | Advisory Vote on Climate Strategy Report | Mgmt | For | Against | Against | ||||
21 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Freeport-McMoRan Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FCX | CUSIP 35671D857 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect David P. Abney | Mgmt | For | For | For | ||||
2 | Elect Richard C. Adkerson | Mgmt | For | For | For | ||||
3 | Elect Marcela E. Donadio | Mgmt | For | For | For | ||||
4 | Elect Robert W. Dudley | Mgmt | For | For | For | ||||
5 | Elect Hugh Grant | Mgmt | For | For | For | ||||
6 | Elect Lydia H. Kennard | Mgmt | For | For | For | ||||
7 | Elect Ryan M. Lance | Mgmt | For | For | For | ||||
8 | Elect Sara Grootwassink Lewis | Mgmt | For | For | For | ||||
9 | Elect Dustan E. McCoy | Mgmt | For | For | For | ||||
10 | Elect Kathleen L. Quirk | Mgmt | For | For | For | ||||
11 | Elect John J. Stephens | Mgmt | For | For | For | ||||
12 | Elect Frances F. Townsend | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
HeidelbergCement AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HEI | CINS D31709104 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Allocation of Dividends | Mgmt | For | For | For | ||||
7 | Ratify Dominik von Achten | Mgmt | For | For | For | ||||
8 | Ratify Rene Aldach | Mgmt | For | For | For | ||||
9 | Ratify Kevin Gluskie | Mgmt | For | For | For | ||||
10 | Ratify Hakan Gurdal | Mgmt | For | For | For | ||||
11 | Ratify Ernest Jelito | Mgmt | For | For | For | ||||
12 | Ratify Nicola Kimm | Mgmt | For | For | For | ||||
13 | Ratify Dennis Lentz | Mgmt | For | For | For | ||||
14 | Ratify Jon Morrish | Mgmt | For | For | For | ||||
15 | Ratify Chris Ward | Mgmt | For | For | For | ||||
16 | Ratify Fritz-Jurgen Heckmann | Mgmt | For | For | For | ||||
17 | Ratify Bernd Scheifele | Mgmt | For | For | For | ||||
18 | Ratify Heinz Schmitt | Mgmt | For | For | For | ||||
19 | Ratify Barbara Breuninger | Mgmt | For | For | For | ||||
20 | Ratify Birgit Jochens | Mgmt | For | For | For | ||||
21 | Ratify Ludwig Merckle | Mgmt | For | For | For | ||||
22 | Ratify Tobias Merckle | Mgmt | For | For | For | ||||
23 | Ratify Luka Mucic | Mgmt | For | For | For | ||||
24 | Ratify Ines Ploss | Mgmt | For | For | For | ||||
25 | Ratify Peter Riedel | Mgmt | For | For | For | ||||
26 | Ratify Werner Schraeder | Mgmt | For | For | For | ||||
27 | Ratify Margret Suckale | Mgmt | For | For | For | ||||
28 | Ratify Sopna Sury | Mgmt | For | For | For | ||||
29 | Ratify Marion Weissenberger-Eibl | Mgmt | For | For | For | ||||
30 | Appointment of Auditor | Mgmt | For | For | For | ||||
31 | Remuneration Report | Mgmt | For | For | For | ||||
32 | Amendment to Previously-Approved Control Agreement with HeidelbergCement International Holding GmbH | Mgmt | For | For | For | ||||
33 | Change of Company Name | Mgmt | For | For | For | ||||
34 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | ||||
35 | Amendments to Articles (Virtual Shareholder Meetings) | Mgmt | For | For | For | ||||
36 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
37 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
38 | Authority to Repurchase Shares Using Equity Derivatives | Mgmt | For | For | For | ||||
39 | Authority to Issue Convertible Debt Instruments; Increase in Conditional Capital | Mgmt | For | For | For | ||||
Intel Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INTC | CUSIP 458140100 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Patrick P. Gelsinger | Mgmt | For | For | For | ||||
2 | Elect James J. Goetz | Mgmt | For | For | For | ||||
3 | Elect Andrea J. Goldsmith | Mgmt | For | For | For | ||||
4 | Elect Alyssa H. Henry | Mgmt | For | For | For | ||||
5 | Elect S. Omar Ishrak | Mgmt | For | For | For | ||||
6 | Elect Risa Lavizzo-Mourey | Mgmt | For | For | For | ||||
7 | Elect Tsu-Jae King Liu | Mgmt | For | For | For | ||||
8 | Elect Barbara G. Novick | Mgmt | For | For | For | ||||
9 | Elect Gregory D. Smith | Mgmt | For | For | For | ||||
10 | Elect Lip-Bu Tan | Mgmt | For | For | For | ||||
11 | Elect Dion J. Weisler | Mgmt | For | For | For | ||||
12 | Elect Frank D. Yeary | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Amendment to the 2006 Equity Incentive Plan | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Third-Party Review for ESG Congruency with Business in China | ShrHoldr | Against | Against | For | ||||
Johnson & Johnson | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
JNJ | CUSIP 478160104 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Darius Adamczyk | Mgmt | For | For | For | ||||
2 | Elect Mary C. Beckerle | Mgmt | For | For | For | ||||
3 | Elect D. Scott Davis | Mgmt | For | For | For | ||||
4 | Elect Jennifer A. Doudna | Mgmt | For | For | For | ||||
5 | Elect Joaquin Duato | Mgmt | For | For | For | ||||
6 | Elect Marillyn A. Hewson | Mgmt | For | For | For | ||||
7 | Elect Paula A. Johnson | Mgmt | For | For | For | ||||
8 | Elect Hubert Joly | Mgmt | For | For | For | ||||
9 | Elect Mark B. McClellan | Mgmt | For | For | For | ||||
10 | Elect Anne Mulcahy | Mgmt | For | For | For | ||||
11 | Elect Mark A. Weinberger | Mgmt | For | For | For | ||||
12 | Elect Nadja Y. West | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Adoption of Mandatory Arbitration Bylaw | ShrHoldr | Against | Abstain | N/A | ||||
17 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | ShrHoldr | Against | Abstain | N/A | ||||
19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
JPMorgan Chase & Co. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
JPM | CUSIP 46625H100 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Linda B. Bammann | Mgmt | For | For | For | ||||
2 | Elect Stephen B. Burke | Mgmt | For | For | For | ||||
3 | Elect Todd A. Combs | Mgmt | For | For | For | ||||
4 | Elect James S. Crown | Mgmt | For | For | For | ||||
5 | Elect Alicia Boler Davis | Mgmt | For | For | For | ||||
6 | Elect James Dimon | Mgmt | For | For | For | ||||
7 | Elect Timothy P. Flynn | Mgmt | For | For | For | ||||
8 | Elect Alex Gorsky | Mgmt | For | For | For | ||||
9 | Elect Mellody Hobson | Mgmt | For | For | For | ||||
10 | Elect Michael A. Neal | Mgmt | For | For | For | ||||
11 | Elect Phebe N. Novakovic | Mgmt | For | For | For | ||||
12 | Elect Virginia M. Rometty | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Revision of Committee Charter to Include Oversight of Animal Welfare | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Right to Call Special Meetings by Beneficial Owners | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | ShrHoldr | Against | Against | For | ||||
Kellogg Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
K | CUSIP 487836108 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Stephanie A. Burns | Mgmt | For | For | For | ||||
2 | Elect Steve A. Cahillane | Mgmt | For | For | For | ||||
3 | Elect La June Montgomery Tabron | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
7 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | ||||
8 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
Keurig Dr Pepper Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KDP | CUSIP 49271V100 | 06/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert J. Gamgort | Mgmt | For | For | For | ||||
2 | Elect Oray Boston | Mgmt | For | For | For | ||||
3 | Elect Olivier Goudet | Mgmt | For | For | For | ||||
4 | Elect Peter Harf | Mgmt | For | For | For | ||||
5 | Elect Juliette Hickman | Mgmt | For | For | For | ||||
6 | Elect Paul S. Michaels | Mgmt | For | For | For | ||||
7 | Elect Pamela H. Patsley | Mgmt | For | For | For | ||||
8 | Elect Lubomira Rochet | Mgmt | For | For | For | ||||
9 | Elect Debra A. Sandler | Mgmt | For | For | For | ||||
10 | Elect Robert S. Singer | Mgmt | For | For | For | ||||
11 | Elect Larry D. Young | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
LKQ Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LKQ | CUSIP 501889208 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Patrick Berard | Mgmt | For | For | For | ||||
2 | Elect Meg A. Divitto | Mgmt | For | For | For | ||||
3 | Elect Joseph M. Holsten | Mgmt | For | For | For | ||||
4 | Elect Blythe J. McGarvie | Mgmt | For | For | For | ||||
5 | Elect John W. Mendel | Mgmt | For | For | For | ||||
6 | Elect Jody G. Miller | Mgmt | For | For | For | ||||
7 | Elect Guhan Subramanian | Mgmt | For | For | For | ||||
8 | Elect Xavier Urbain | Mgmt | For | For | For | ||||
9 | Elect Dominick P. Zarcone | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Lockheed Martin Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LMT | CUSIP 539830109 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Daniel F. Akerson | Mgmt | For | For | For | ||||
2 | Elect David B. Burritt | Mgmt | For | For | For | ||||
3 | Elect Bruce A. Carlson | Mgmt | For | For | For | ||||
4 | Elect John Donovan | Mgmt | For | For | For | ||||
5 | Elect Joseph Dunford Jr. | Mgmt | For | For | For | ||||
6 | Elect James O. Ellis, Jr. | Mgmt | For | For | For | ||||
7 | Elect Thomas J. Falk | Mgmt | For | For | For | ||||
8 | Elect Ilene S. Gordon | Mgmt | For | For | For | ||||
9 | Elect Vicki A. Hollub | Mgmt | For | For | For | ||||
10 | Elect Jeh C. Johnson | Mgmt | For | For | For | ||||
11 | Elect Debra L. Reed-Klages | Mgmt | For | For | For | ||||
12 | Elect James D. Taiclet | Mgmt | For | For | For | ||||
13 | Elect Patricia E. Yarrington | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Report on Human Rights Impact Assessments | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | ShrHoldr | Against | For | Against | ||||
McDonald's Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MCD | CUSIP 580135101 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Anthony G. Capuano | Mgmt | For | For | For | ||||
2 | Elect Kareem Daniel | Mgmt | For | For | For | ||||
3 | Elect Lloyd H. Dean | Mgmt | For | For | For | ||||
4 | Elect Catherine Engelbert | Mgmt | For | For | For | ||||
5 | Elect Margaret H. Georgiadis | Mgmt | For | For | For | ||||
6 | Elect Enrique Hernandez, Jr. | Mgmt | For | For | For | ||||
7 | Elect Christopher Kempczinski | Mgmt | For | For | For | ||||
8 | Elect Richard H. Lenny | Mgmt | For | For | For | ||||
9 | Elect John Mulligan | Mgmt | For | For | For | ||||
10 | Elect Jennifer Taubert | Mgmt | For | For | For | ||||
11 | Elect Paul S. Walsh | Mgmt | For | For | For | ||||
12 | Elect Amy Weaver | Mgmt | For | For | For | ||||
13 | Elect Miles D. White | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Policy on Use of Medically-Important Antibiotics in the Beef and Pork Supply Chain | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Compliance With WHO Guidelines on Medically-Important Antimicrobials in Supply Chain | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Transparency Report on Global Public Policy And Political Influence | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Disclosure of Animal Welfare Indicators | ShrHoldr | Against | Against | For | ||||
MDU Resources Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MDU | CUSIP 552690109 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect German Carmona Alvarez | Mgmt | For | For | For | ||||
2 | Elect Thomas S. Everist | Mgmt | For | For | For | ||||
3 | Elect Karen B. Fagg | Mgmt | For | For | For | ||||
4 | Elect David L. Goodin | Mgmt | For | For | For | ||||
5 | Elect Dennis W. Johnson | Mgmt | For | For | For | ||||
6 | Elect Patricia L. Moss | Mgmt | For | For | For | ||||
7 | Elect Dale S. Rosenthal | Mgmt | For | For | For | ||||
8 | Elect Edward A. Ryan | Mgmt | For | For | For | ||||
9 | Elect David Sparby | Mgmt | For | For | For | ||||
10 | Elect Chenxi Wang | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Medtronic Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MDT | CUSIP 585055106 | 12/08/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard H. Anderson | Mgmt | For | For | For | ||||
2 | Elect Craig Arnold | Mgmt | For | For | For | ||||
3 | Elect Scott C. Donnelly | Mgmt | For | For | For | ||||
4 | Elect Lidia L. Fonseca | Mgmt | For | For | For | ||||
5 | Elect Andrea J. Goldsmith | Mgmt | For | For | For | ||||
6 | Elect Randall J. Hogan, III | Mgmt | For | For | For | ||||
7 | Elect Kevin E. Lofton | Mgmt | For | For | For | ||||
8 | Elect Geoffrey Straub Martha | Mgmt | For | For | For | ||||
9 | Elect Elizabeth G. Nabel | Mgmt | For | For | For | ||||
10 | Elect Denise M. O'Leary | Mgmt | For | For | For | ||||
11 | Elect Kendall J. Powell | Mgmt | For | Against | Against | ||||
12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Merck & Co., Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MRK | CUSIP 58933Y105 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Douglas M. Baker, Jr. | Mgmt | For | For | For | ||||
2 | Elect Mary Ellen Coe | Mgmt | For | For | For | ||||
3 | Elect Pamela J. Craig | Mgmt | For | For | For | ||||
4 | Elect Robert M. Davis | Mgmt | For | For | For | ||||
5 | Elect Thomas H. Glocer | Mgmt | For | For | For | ||||
6 | Elect Risa Lavizzo-Mourey | Mgmt | For | For | For | ||||
7 | Elect Stephen L. Mayo | Mgmt | For | For | For | ||||
8 | Elect Paul B. Rothman | Mgmt | For | For | For | ||||
9 | Elect Patricia F. Russo | Mgmt | For | For | For | ||||
10 | Elect Christine E. Seidman | Mgmt | For | For | For | ||||
11 | Elect Inge G. Thulin | Mgmt | For | For | For | ||||
12 | Elect Kathy J. Warden | Mgmt | For | For | For | ||||
13 | Elect Peter C. Wendell | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Microsoft Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MSFT | CUSIP 594918104 | 12/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Reid G. Hoffman | Mgmt | For | For | For | ||||
2 | Elect Hugh F. Johnston | Mgmt | For | For | For | ||||
3 | Elect Teri L. List | Mgmt | For | For | For | ||||
4 | Elect Satya Nadella | Mgmt | For | For | For | ||||
5 | Elect Sandra E. Peterson | Mgmt | For | For | For | ||||
6 | Elect Penny S. Pritzker | Mgmt | For | For | For | ||||
7 | Elect Carlos A. Rodriguez | Mgmt | For | For | For | ||||
8 | Elect Charles W. Scharf | Mgmt | For | For | For | ||||
9 | Elect John W. Stanton | Mgmt | For | For | For | ||||
10 | Elect John W. Thompson | Mgmt | For | For | For | ||||
11 | Elect Emma N. Walmsley | Mgmt | For | For | For | ||||
12 | Elect Padmasree Warrior | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Report on Hiring Practices | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Managing Climate Risk in Employee Retirement Options | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Government Use of Technology | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Risks of Developing Military Weapons | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
Morgan Stanley | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MS | CUSIP 617446448 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Alistair Darling | Mgmt | For | For | For | ||||
2 | Elect Thomas H. Glocer | Mgmt | For | For | For | ||||
3 | Elect James P. Gorman | Mgmt | For | For | For | ||||
4 | Elect Robert H. Herz | Mgmt | For | For | For | ||||
5 | Elect Erika H. James | Mgmt | For | For | For | ||||
6 | Elect Hironori Kamezawa | Mgmt | For | For | For | ||||
7 | Elect Shelley B. Leibowitz | Mgmt | For | For | For | ||||
8 | Elect Stephen J. Luczo | Mgmt | For | For | For | ||||
9 | Elect Judith A. Miscik | Mgmt | For | For | For | ||||
10 | Elect Masato Miyachi | Mgmt | For | For | For | ||||
11 | Elect Dennis M. Nally | Mgmt | For | For | For | ||||
12 | Elect Mary L. Schapiro | Mgmt | For | For | For | ||||
13 | Elect Perry M. Traquina | Mgmt | For | For | For | ||||
14 | Elect Rayford Wilkins Jr. | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
18 | Shareholder Proposal Regarding Right to Call Special Meeting | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
NextEra Energy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NEE | CUSIP 65339F101 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nicole S. Arnaboldi | Mgmt | For | For | For | ||||
2 | Elect Sherry S. Barrat | Mgmt | For | For | For | ||||
3 | Elect James L. Camaren | Mgmt | For | For | For | ||||
4 | Elect Kenneth B. Dunn | Mgmt | For | For | For | ||||
5 | Elect Naren K. Gursahaney | Mgmt | For | For | For | ||||
6 | Elect Kirk S. Hachigian | Mgmt | For | For | For | ||||
7 | Elect John W. Ketchum | Mgmt | For | For | For | ||||
8 | Elect Amy B. Lane | Mgmt | For | For | For | ||||
9 | Elect David L. Porges | Mgmt | For | For | For | ||||
10 | Elect Dev Stahlkopf | Mgmt | For | For | For | ||||
11 | Elect John Arthur Stall | Mgmt | For | For | For | ||||
12 | Elect Darryl L. Wilson | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | ShrHoldr | Against | For | Against | ||||
Nutrien Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NTR | CUSIP 67077M108 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Christopher M. Burley | Mgmt | For | For | For | ||||
2 | Elect Maura J. Clark | Mgmt | For | For | For | ||||
3 | Elect Russell K. Girling | Mgmt | For | For | For | ||||
4 | Elect Michael J. Hennigan | Mgmt | For | For | For | ||||
5 | Elect Miranda C. Hubbs | Mgmt | For | For | For | ||||
6 | Elect Raj S. Kushwaha | Mgmt | For | For | For | ||||
7 | Elect Alice D. Laberge | Mgmt | For | For | For | ||||
8 | Elect Consuelo E. Madere | Mgmt | For | For | For | ||||
9 | Elect Keith G. Martell | Mgmt | For | For | For | ||||
10 | Elect Aaron W. Regent | Mgmt | For | For | For | ||||
11 | Elect Kenneth Seitz | Mgmt | For | For | For | ||||
12 | Elect Nelson Luiz Costa Silva | Mgmt | For | For | For | ||||
13 | Appointment of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Paychex, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PAYX | CUSIP 704326107 | 10/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Martin Mucci | Mgmt | For | For | For | ||||
2 | Elect Thomas F. Bonadio | Mgmt | For | For | For | ||||
3 | Elect Joseph G. Doody | Mgmt | For | For | For | ||||
4 | Elect David J. S. Flaschen | Mgmt | For | For | For | ||||
5 | Elect B. Thomas Golisano | Mgmt | For | For | For | ||||
6 | Elect Pamela A. Joseph | Mgmt | For | For | For | ||||
7 | Elect Kevin A. Price | Mgmt | For | For | For | ||||
8 | Elect Joseph M. Tucci | Mgmt | For | For | For | ||||
9 | Elect Joseph M. Velli | Mgmt | For | For | For | ||||
10 | Elect Kara Wilson | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
PepsiCo, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PEP | CUSIP 713448108 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Segun Agbaje | Mgmt | For | For | For | ||||
2 | Elect Jennifer Bailey | Mgmt | For | For | For | ||||
3 | Elect Cesar Conde | Mgmt | For | For | For | ||||
4 | Elect Ian M. Cook | Mgmt | For | For | For | ||||
5 | Elect Edith W. Cooper | Mgmt | For | For | For | ||||
6 | Elect Susan M. Diamond | Mgmt | For | For | For | ||||
7 | Elect Dina Dublon | Mgmt | For | For | For | ||||
8 | Elect Michelle D. Gass | Mgmt | For | For | For | ||||
9 | Elect Ramon L. Laguarta | Mgmt | For | For | For | ||||
10 | Elect Dave Lewis | Mgmt | For | For | For | ||||
11 | Elect David C. Page | Mgmt | For | For | For | ||||
12 | Elect Robert C. Pohlad | Mgmt | For | For | For | ||||
13 | Elect Daniel L. Vasella | Mgmt | For | For | For | ||||
14 | Elect Darren Walker | Mgmt | For | For | For | ||||
15 | Elect Alberto Weisser | Mgmt | For | For | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
18 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Congruency Report on Net-Zero Emissions Policy | ShrHoldr | Against | Against | For | ||||
Pioneer Natural Resources Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PXD | CUSIP 723787107 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect A.R. Alameddine | Mgmt | For | For | For | ||||
2 | Elect Lori G. Billingsley | Mgmt | For | For | For | ||||
3 | Elect Edison C. Buchanan | Mgmt | For | For | For | ||||
4 | Elect Richard P. Dealy | Mgmt | For | For | For | ||||
5 | Elect Maria S. Jelescu Dreyfus | Mgmt | For | For | For | ||||
6 | Elect Matthew Gallagher | Mgmt | For | For | For | ||||
7 | Elect Phillip A. Gobe | Mgmt | For | For | For | ||||
8 | Elect Stacy P. Methvin | Mgmt | For | For | For | ||||
9 | Elect Royce W. Mitchell | Mgmt | For | For | For | ||||
10 | Elect Scott D. Sheffield | Mgmt | For | For | For | ||||
11 | Elect J. Kenneth Thompson | Mgmt | For | For | For | ||||
12 | Elect Phoebe A. Wood | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Prologis, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PLD | CUSIP 74340W103 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Hamid R. Moghadam | Mgmt | For | For | For | ||||
2 | Elect Cristina G. Bita | Mgmt | For | For | For | ||||
3 | Elect James B. Connor | Mgmt | For | For | For | ||||
4 | Elect George L. Fotiades | Mgmt | For | For | For | ||||
5 | Elect Lydia H. Kennard | Mgmt | For | For | For | ||||
6 | Elect Irving F. Lyons, III | Mgmt | For | For | For | ||||
7 | Elect Avid Modjtabai | Mgmt | For | For | For | ||||
8 | Elect David P. O'Connor | Mgmt | For | For | For | ||||
9 | Elect Olivier Piani | Mgmt | For | For | For | ||||
10 | Elect Jeffrey L. Skelton | Mgmt | For | For | For | ||||
11 | Elect Carl B. Webb | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Prologis, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PLD | CUSIP 74340W103 | 09/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Stock Issuance for Merger with Duke Realty | Mgmt | For | For | For | ||||
2 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
QUALCOMM Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
QCOM | CUSIP 747525103 | 03/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Sylvia Acevedo | Mgmt | For | For | For | ||||
2 | Elect Cristiano R. Amon | Mgmt | For | For | For | ||||
3 | Elect Mark Fields | Mgmt | For | For | For | ||||
4 | Elect Jeffrey W. Henderson | Mgmt | For | For | For | ||||
5 | Elect Gregory N. Johnson | Mgmt | For | For | For | ||||
6 | Elect Ann M. Livermore | Mgmt | For | For | For | ||||
7 | Elect Mark D. McLaughlin | Mgmt | For | For | For | ||||
8 | Elect Jamie S. Miller | Mgmt | For | For | For | ||||
9 | Elect Irene B. Rosenfeld | Mgmt | For | For | For | ||||
10 | Elect Kornelis Smit | Mgmt | For | For | For | ||||
11 | Elect Jean-Pascal Tricoire | Mgmt | For | For | For | ||||
12 | Elect Anthony J. Vinciquerra | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Approval of the 2023 Long-Term Incentive Plan | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Raytheon Technologies Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RTX | CUSIP 75513E101 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Tracy A. Atkinson | Mgmt | For | For | For | ||||
2 | Elect Leanne G. Caret | Mgmt | For | For | For | ||||
3 | Elect Bernard A. Harris, Jr. | Mgmt | For | For | For | ||||
4 | Elect Gregory J. Hayes | Mgmt | For | For | For | ||||
5 | Elect George R. Oliver | Mgmt | For | For | For | ||||
6 | Elect Robert K. Ortberg | Mgmt | For | For | For | ||||
7 | Elect Dinesh C. Paliwal | Mgmt | For | For | For | ||||
8 | Elect Ellen M. Pawlikowski | Mgmt | For | For | For | ||||
9 | Elect Denise L. Ramos | Mgmt | For | For | For | ||||
10 | Elect Fredric G. Reynolds | Mgmt | For | For | For | ||||
11 | Elect Brian C. Rogers | Mgmt | For | For | For | ||||
12 | Elect James A. Winnefeld, Jr. | Mgmt | For | For | For | ||||
13 | Elect Robert O. Work | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
18 | Amendment to Articles to Limit Liability of Certain Officers | Mgmt | For | Against | Against | ||||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | ShrHoldr | Against | For | Against | ||||
Rio Tinto plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RIO | CUSIP 767204100 | 04/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report (UK) | Mgmt | For | For | For | ||||
3 | Remuneration Report (AUS) | Mgmt | For | For | For | ||||
4 | Approve Potential Termination Benefits | Mgmt | For | For | For | ||||
5 | Elect Kaisa Hietala | Mgmt | For | For | For | ||||
6 | Elect Dominic Barton | Mgmt | For | For | For | ||||
7 | Elect Megan E. Clark | Mgmt | For | For | For | ||||
8 | Elect Peter Cunningham | Mgmt | For | For | For | ||||
9 | Elect Simon P. Henry | Mgmt | For | For | For | ||||
10 | Elect Sam H. Laidlaw | Mgmt | For | For | For | ||||
11 | Elect Simon McKeon | Mgmt | For | For | For | ||||
12 | Elect Jennifer Nason | Mgmt | For | For | For | ||||
13 | Elect Jakob Stausholm | Mgmt | For | For | For | ||||
14 | Elect Ngaire Woods | Mgmt | For | For | For | ||||
15 | Elect Ben Wyatt | Mgmt | For | For | For | ||||
16 | Appointment of Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Rio Tinto plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RIO | CUSIP 767204100 | 10/25/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Joint Venture | Mgmt | For | For | For | ||||
2 | Authority to Acquire/Dispose a Substantial Asset from/to Baowu | Mgmt | For | For | For | ||||
Sempra Energy | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SRE | CUSIP 816851109 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Andres Conesa Labastida | Mgmt | For | For | For | ||||
2 | Elect Pablo A. Ferrero | Mgmt | For | For | For | ||||
3 | Elect Jeffrey W. Martin | Mgmt | For | For | For | ||||
4 | Elect Bethany J. Mayer | Mgmt | For | For | For | ||||
5 | Elect Michael N. Mears | Mgmt | For | For | For | ||||
6 | Elect Jack T. Taylor | Mgmt | For | For | For | ||||
7 | Elect Cynthia L. Walker | Mgmt | For | For | For | ||||
8 | Elect Cynthia J. Warner | Mgmt | For | For | For | ||||
9 | Elect James C. Yardley | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Increase in Authorized Common Stock | Mgmt | For | Against | Against | ||||
14 | Company Name Change | Mgmt | For | For | For | ||||
15 | Article Amendments to Make Certain Technical and Administrative Changes | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
TELUS Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
T | CUSIP 87971M996 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Raymond T. Chan | Mgmt | For | For | For | ||||
1.2 | Elect Hazel Claxton | Mgmt | For | For | For | ||||
1.3 | Elect Lisa de Wilde | Mgmt | For | For | For | ||||
1.4 | Elect Victor G. Dodig | Mgmt | For | For | For | ||||
1.5 | Elect Darren Entwistle | Mgmt | For | For | For | ||||
1.6 | Elect Thomas E. Flynn | Mgmt | For | For | For | ||||
1.7 | Elect Mary Jo Haddad | Mgmt | For | For | For | ||||
1.8 | Elect Kathy Kinloch | Mgmt | For | For | For | ||||
1.9 | Elect Christine Magee | Mgmt | For | For | For | ||||
1.10 | Elect John P. Manley | Mgmt | For | For | For | ||||
1.11 | Elect David Mowat | Mgmt | For | For | For | ||||
1.12 | Elect Marc Parent | Mgmt | For | For | For | ||||
1.13 | Elect Denise Pickett | Mgmt | For | For | For | ||||
1.14 | Elect W. Sean Willy | Mgmt | For | For | For | ||||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Amendment to Restricted Share Unit Plan | Mgmt | For | For | For | ||||
5 | Amendment to Performance Share Unit Plan | Mgmt | For | For | For | ||||
TELUS Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
T | CUSIP 87971M103 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Raymond T. Chan | Mgmt | For | For | For | ||||
1.2 | Elect Hazel Claxton | Mgmt | For | For | For | ||||
1.3 | Elect Lisa de Wilde | Mgmt | For | For | For | ||||
1.4 | Elect Victor G. Dodig | Mgmt | For | For | For | ||||
1.5 | Elect Darren Entwistle | Mgmt | For | For | For | ||||
1.6 | Elect Thomas E. Flynn | Mgmt | For | For | For | ||||
1.7 | Elect Mary Jo Haddad | Mgmt | For | For | For | ||||
1.8 | Elect Kathy Kinloch | Mgmt | For | For | For | ||||
1.9 | Elect Christine Magee | Mgmt | For | For | For | ||||
1.10 | Elect John P. Manley | Mgmt | For | For | For | ||||
1.11 | Elect David Mowat | Mgmt | For | For | For | ||||
1.12 | Elect Marc Parent | Mgmt | For | For | For | ||||
1.13 | Elect Denise Pickett | Mgmt | For | For | For | ||||
1.14 | Elect W. Sean Willy | Mgmt | For | For | For | ||||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Amendment to Restricted Share Unit Plan | Mgmt | For | For | For | ||||
5 | Amendment to Performance Share Unit Plan | Mgmt | For | For | For | ||||
Terreno Realty Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TRNO | CUSIP 88146M101 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect W. Blake Baird | Mgmt | For | For | For | ||||
2 | Elect Michael A. Coke | Mgmt | For | For | For | ||||
3 | Elect Linda Assante | Mgmt | For | For | For | ||||
4 | Elect Gary N. Boston | Mgmt | For | For | For | ||||
5 | Elect LeRoy E. Carlson | Mgmt | For | For | For | ||||
6 | Elect Irene H. Oh | Mgmt | For | For | For | ||||
7 | Elect Douglas M. Pasquale | Mgmt | For | For | For | ||||
8 | Elect Dennis Polk | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
Texas Instruments Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TXN | CUSIP 882508104 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark A. Blinn | Mgmt | For | For | For | ||||
2 | Elect Todd M. Bluedorn | Mgmt | For | For | For | ||||
3 | Elect Janet F. Clark | Mgmt | For | For | For | ||||
4 | Elect Carrie S. Cox | Mgmt | For | For | For | ||||
5 | Elect Martin S. Craighead | Mgmt | For | For | For | ||||
6 | Elect Curtis C. Farmer | Mgmt | For | For | For | ||||
7 | Elect Jean M. Hobby | Mgmt | For | For | For | ||||
8 | Elect Haviv Ilan | Mgmt | For | For | For | ||||
9 | Elect Ronald Kirk | Mgmt | For | For | For | ||||
10 | Elect Pamela H. Patsley | Mgmt | For | For | For | ||||
11 | Elect Robert E. Sanchez | Mgmt | For | For | For | ||||
12 | Elect Richard K. Templeton | Mgmt | For | For | For | ||||
13 | Amendment to the 2014 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Customer Due Diligence | ShrHoldr | Against | For | Against | ||||
The Coca-Cola Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KO | CUSIP 191216100 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Herbert A. Allen, III | Mgmt | For | For | For | ||||
2 | Elect Marc Bolland | Mgmt | For | For | For | ||||
3 | Elect Ana Patricia Botin-Sanz de Sautuola y O'Shea | Mgmt | For | For | For | ||||
4 | Elect Christopher C. Davis | Mgmt | For | For | For | ||||
5 | Elect Barry Diller | Mgmt | For | For | For | ||||
6 | Elect Carolyn N. Everson | Mgmt | For | For | For | ||||
7 | Elect Helene D. Gayle | Mgmt | For | For | For | ||||
8 | Elect Alexis M. Herman | Mgmt | For | For | For | ||||
9 | Elect Maria Elena Lagomasino | Mgmt | For | For | For | ||||
10 | Elect Amity Millhiser | Mgmt | For | For | For | ||||
11 | Elect James Quincey | Mgmt | For | For | For | ||||
12 | Elect Caroline J. Tsay | Mgmt | For | For | For | ||||
13 | Elect David B. Weinberg | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Against | Against | For | ||||
The Goldman Sachs Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GS | CUSIP 38141G104 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect M. Michele Burns | Mgmt | For | For | For | ||||
2 | Elect Mark Flaherty | Mgmt | For | For | For | ||||
3 | Elect Kimberley Harris | Mgmt | For | For | For | ||||
4 | Elect Kevin R. Johnson | Mgmt | For | For | For | ||||
5 | Elect Ellen J. Kullman | Mgmt | For | For | For | ||||
6 | Elect Lakshmi N. Mittal | Mgmt | For | For | For | ||||
7 | Elect Adebayo O. Ogunlesi | Mgmt | For | For | For | ||||
8 | Elect Peter Oppenheimer | Mgmt | For | For | For | ||||
9 | Elect David M. Solomon | Mgmt | For | For | For | ||||
10 | Elect Jan E. Tighe | Mgmt | For | For | For | ||||
11 | Elect Jessica Uhl | Mgmt | For | For | For | ||||
12 | Elect David A. Viniar | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | For | Against | ||||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Third-Party Review for Congruency of China-focused ETFs | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding a Racial Equity Audit | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
The Home Depot, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HD | CUSIP 437076102 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gerard J. Arpey | Mgmt | For | For | For | ||||
2 | Elect Ari Bousbib | Mgmt | For | For | For | ||||
3 | Elect Jeffery H. Boyd | Mgmt | For | For | For | ||||
4 | Elect Gregory D. Brenneman | Mgmt | For | For | For | ||||
5 | Elect J. Frank Brown | Mgmt | For | For | For | ||||
6 | Elect Albert P. Carey | Mgmt | For | For | For | ||||
7 | Elect Edward P. Decker | Mgmt | For | For | For | ||||
8 | Elect Linda R. Gooden | Mgmt | For | For | For | ||||
9 | Elect Wayne M. Hewett | Mgmt | For | For | For | ||||
10 | Elect Manuel Kadre | Mgmt | For | For | For | ||||
11 | Elect Stephanie C. Linnartz | Mgmt | For | For | For | ||||
12 | Elect Paula Santilli | Mgmt | For | For | For | ||||
13 | Elect Caryn Seidman-Becker | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
17 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Public Positions on Political Speech | ShrHoldr | Against | Against | For | ||||
The PNC Financial Services Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PNC | CUSIP 693475105 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Joseph Alvarado | Mgmt | For | For | For | ||||
2 | Elect Debra A. Cafaro | Mgmt | For | For | For | ||||
3 | Elect Marjorie Rodgers Cheshire | Mgmt | For | For | For | ||||
4 | Elect William S. Demchak | Mgmt | For | For | For | ||||
5 | Elect Andrew T. Feldstein | Mgmt | For | For | For | ||||
6 | Elect Richard J. Harshman | Mgmt | For | For | For | ||||
7 | Elect Daniel R. Hesse | Mgmt | For | For | For | ||||
8 | Elect Renu Khator | Mgmt | For | For | For | ||||
9 | Elect Linda R. Medler | Mgmt | For | For | For | ||||
10 | Elect Robert A. Niblock | Mgmt | For | For | For | ||||
11 | Elect Martin Pfinsgraff | Mgmt | For | For | For | ||||
12 | Elect Bryan S. Salesky | Mgmt | For | For | For | ||||
13 | Elect Toni Townes-Whitley | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
The Procter & Gamble Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PG | CUSIP 742718109 | 10/11/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect B. Marc Allen | Mgmt | For | For | For | ||||
2 | Elect Angela F. Braly | Mgmt | For | For | For | ||||
3 | Elect Amy L. Chang | Mgmt | For | For | For | ||||
4 | Elect Joseph Jimenez | Mgmt | For | For | For | ||||
5 | Elect Christopher Kempczinski | Mgmt | For | For | For | ||||
6 | Elect Debra L. Lee | Mgmt | For | For | For | ||||
7 | Elect Terry J. Lundgren | Mgmt | For | For | For | ||||
8 | Elect Christine M. McCarthy | Mgmt | For | For | For | ||||
9 | Elect Jon R. Moeller | Mgmt | For | For | For | ||||
10 | Elect Rajesh Subramaniam | Mgmt | For | For | For | ||||
11 | Elect Patricia A. Woertz | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
The Progressive Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PGR | CUSIP 743315103 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Danelle M. Barrett | Mgmt | For | For | For | ||||
2 | Elect Philip F. Bleser | Mgmt | For | For | For | ||||
3 | Elect Stuart B. Burgdoerfer | Mgmt | For | For | For | ||||
4 | Elect Pamela J. Craig | Mgmt | For | For | For | ||||
5 | Elect Charles A. Davis | Mgmt | For | For | For | ||||
6 | Elect Roger N. Farah | Mgmt | For | For | For | ||||
7 | Elect Lawton W. Fitt | Mgmt | For | For | For | ||||
8 | Elect Susan Patricia Griffith | Mgmt | For | For | For | ||||
9 | Elect Devin C. Johnson | Mgmt | For | For | For | ||||
10 | Elect Jeffrey D. Kelly | Mgmt | For | For | For | ||||
11 | Elect Barbara R. Snyder | Mgmt | For | For | For | ||||
12 | Elect Kahina Van Dyke | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
The Williams Companies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WMB | CUSIP 969457100 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Alan S. Armstrong | Mgmt | For | For | For | ||||
2 | Elect Stephen W. Bergstrom | Mgmt | For | For | For | ||||
3 | Elect Michael A. Creel | Mgmt | For | For | For | ||||
4 | Elect Stacey H. Dore | Mgmt | For | For | For | ||||
5 | Elect Carri A. Lockhart | Mgmt | For | For | For | ||||
6 | Elect Richard E. Muncrief | Mgmt | For | For | For | ||||
7 | Elect Peter A. Ragauss | Mgmt | For | For | For | ||||
8 | Elect Rose M. Robeson | Mgmt | For | For | For | ||||
9 | Elect Scott D. Sheffield | Mgmt | For | For | For | ||||
10 | Elect Murray D. Smith | Mgmt | For | For | For | ||||
11 | Elect William H. Spence | Mgmt | For | For | For | ||||
12 | Elect Jesse J. Tyson | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Union Pacific Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UNP | CUSIP 907818108 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect William J. DeLaney | Mgmt | For | For | For | ||||
2 | Elect David B. Dillon | Mgmt | For | For | For | ||||
3 | Elect Sheri H. Edison | Mgmt | For | For | For | ||||
4 | Elect Teresa M. Finley | Mgmt | For | For | For | ||||
5 | Elect Lance M. Fritz | Mgmt | For | For | For | ||||
6 | Elect Deborah C. Hopkins | Mgmt | For | For | For | ||||
7 | Elect Jane H. Lute | Mgmt | For | For | For | ||||
8 | Elect Michael R. McCarthy | Mgmt | For | For | For | ||||
9 | Elect Jose H. Villarreal | Mgmt | For | For | For | ||||
10 | Elect Christopher J. Williams | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
16 | Shareholder Proposal Regarding Paid Sick Leave | ShrHoldr | Against | Against | For | ||||
VICI Properties Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VICI | CUSIP 925652109 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James R. Abrahamson | Mgmt | For | For | For | ||||
2 | Elect Diana F. Cantor | Mgmt | For | For | For | ||||
3 | Elect Monica H. Douglas | Mgmt | For | For | For | ||||
4 | Elect Elizabeth I. Holland | Mgmt | For | For | For | ||||
5 | Elect Craig Macnab | Mgmt | For | For | For | ||||
6 | Elect Edward B. Pitoniak | Mgmt | For | For | For | ||||
7 | Elect Michael D. Rumbolz | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Watsco, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WSO | CUSIP 942622200 | 06/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Ana Lopez-Blazquez | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
WEC Energy Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WEC | CUSIP 92939U106 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ave M. Bie | Mgmt | For | For | For | ||||
2 | Elect Curt S. Culver | Mgmt | For | For | For | ||||
3 | Elect Danny L. Cunningham | Mgmt | For | For | For | ||||
4 | Elect William M. Farrow III | Mgmt | For | For | For | ||||
5 | Elect Cristina A. Garcia-Thomas | Mgmt | For | For | For | ||||
6 | Elect Maria C. Green | Mgmt | For | For | For | ||||
7 | Elect Gale E. Klappa | Mgmt | For | For | For | ||||
8 | Elect Thomas K. Lane | Mgmt | For | For | For | ||||
9 | Elect Scott J. Lauber | Mgmt | For | For | For | ||||
10 | Elect Ulice Payne, Jr. | Mgmt | For | For | For | ||||
11 | Elect Mary Ellen Stanek | Mgmt | For | For | For | ||||
12 | Elect Glen E. Tellock | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Wells Fargo & Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WFC | CUSIP 949746101 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steven D. Black | Mgmt | For | For | For | ||||
2 | Elect Mark A. Chancy | Mgmt | For | For | For | ||||
3 | Elect Celeste A. Clark | Mgmt | For | For | For | ||||
4 | Elect Theodore F. Craver, Jr. | Mgmt | For | For | For | ||||
5 | Elect Richard K. Davis | Mgmt | For | For | For | ||||
6 | Elect Wayne M. Hewett | Mgmt | For | For | For | ||||
7 | Elect CeCelia Morken | Mgmt | For | For | For | ||||
8 | Elect Maria R. Morris | Mgmt | For | For | For | ||||
9 | Elect Felicia F. Norwood | Mgmt | For | For | For | ||||
10 | Elect Richard B. Payne, Jr. | Mgmt | For | For | For | ||||
11 | Elect Ronald L. Sargent | Mgmt | For | For | For | ||||
12 | Elect Charles W. Scharf | Mgmt | For | For | For | ||||
13 | Elect Suzanne M. Vautrinot | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Report on Harassment and Discrimination | ShrHoldr | Against | For | Against | ||||
23 | Shareholder Proposal Regarding Policy on Freedom of Association | ShrHoldr | Against | For | Against | ||||
Fund Name : Neuberger Berman Focus Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Activision Blizzard, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ATVI | CUSIP 00507V109 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Reveta Bowers | Mgmt | For | For | For | ||||
2 | Elect Kerry Carr | Mgmt | For | For | For | ||||
3 | Elect Robert J. Corti | Mgmt | For | For | For | ||||
4 | Elect Brian G. Kelly | Mgmt | For | For | For | ||||
5 | Elect Robert A. Kotick | Mgmt | For | For | For | ||||
6 | Elect Barry Meyer | Mgmt | For | For | For | ||||
7 | Elect Robert J. Morgado | Mgmt | For | For | For | ||||
8 | Elect Peter Nolan | Mgmt | For | For | For | ||||
9 | Elect Dawn Ostroff | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||||
14 | Shareholder Proposal Regarding Policy on Freedom of Association | ShrHoldr | Against | For | Against | ||||
15 | Shareholder Proposal Regarding Report on Harassment and Discrimination | ShrHoldr | Against | Abstain | N/A | ||||
Air Liquide S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AI | CINS F01764103 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Accounts and Reports | Mgmt | For | For | For | ||||
7 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
8 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
9 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
10 | Elect Catherine Guillouard | Mgmt | For | For | For | ||||
11 | Elect Christina Choi Lai Law | Mgmt | For | For | For | ||||
12 | Elect Alexis Perakis-Valat | Mgmt | For | For | For | ||||
13 | Elect Michael H. Thaman | Mgmt | For | For | For | ||||
14 | Elect Monica de Virgiliis | Mgmt | For | For | For | ||||
15 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
16 | 2022 Remuneration of Benoit Potier, Chair and CEO (Until May 31, 2022) | Mgmt | For | For | For | ||||
17 | 2022 Remuneration of Francois Jackow, CEO (From June 1, 2022) | Mgmt | For | For | For | ||||
18 | 2022 Remuneration of Benoit Potier, Chair (From June 1, 2022) | Mgmt | For | For | For | ||||
19 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
20 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | ||||
21 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | ||||
22 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
23 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
24 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
25 | Greenshoe | Mgmt | For | For | For | ||||
26 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
27 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | ||||
28 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Airbus SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AIR | CINS N0280G100 | 04/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
10 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
11 | Accounts and Reports | Mgmt | For | For | For | ||||
12 | Allocation of Dividends | Mgmt | For | For | For | ||||
13 | Ratification of Non-Executives' Acts | Mgmt | For | For | For | ||||
14 | Ratification of Executive Director's Acts | Mgmt | For | For | For | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Remuneration Report | Mgmt | For | Against | Against | ||||
17 | Elect Ralph D. Crosby, Jr. to the Board of Directors | Mgmt | For | For | For | ||||
18 | Elect Mark B. Dunkerley to the Board of Directors | Mgmt | For | For | For | ||||
19 | Elect Stephan Gemkow to the Board of Directors | Mgmt | For | For | For | ||||
20 | Elect Antony Wood to the Board of Directors | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/ or w/o Preemptive Rights (Equity Plans) | Mgmt | For | For | For | ||||
22 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
23 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
24 | Cancellation of Shares | Mgmt | For | For | For | ||||
25 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Amazon.com, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMZN | CUSIP 023135106 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jeffrey P. Bezos | Mgmt | For | For | For | ||||
2 | Elect Andrew R. Jassy | Mgmt | For | For | For | ||||
3 | Elect Keith B. Alexander | Mgmt | For | For | For | ||||
4 | Elect Edith W. Cooper | Mgmt | For | For | For | ||||
5 | Elect Jamie S. Gorelick | Mgmt | For | For | For | ||||
6 | Elect Daniel P. Huttenlocher | Mgmt | For | For | For | ||||
7 | Elect Judith A. McGrath | Mgmt | For | Against | Against | ||||
8 | Elect Indra K. Nooyi | Mgmt | For | For | For | ||||
9 | Elect Jonathan J. Rubinstein | Mgmt | For | For | For | ||||
10 | Elect Patricia Q. Stonesifer | Mgmt | For | For | For | ||||
11 | Elect Wendell P. Weeks | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Amendment to the 1997 Stock Incentive Plan | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Report on Customer Due Diligence | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | For | Against | ||||
21 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | ShrHoldr | Against | Against | For | ||||
25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | ShrHoldr | Against | For | Against | ||||
27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | ||||
28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | ShrHoldr | Against | Against | For | ||||
29 | Shareholder Proposal Regarding Formation of Public Policy Committee | ShrHoldr | Against | Against | For | ||||
30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | ShrHoldr | Against | Against | For | ||||
31 | Shareholder Proposal Regarding Report on Working Conditions | ShrHoldr | Against | For | Against | ||||
32 | Shareholder Proposal Regarding Report on Plastic Packaging | ShrHoldr | Against | Against | For | ||||
33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | ShrHoldr | Against | For | Against | ||||
Astrazeneca plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AZN | CUSIP 046353108 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Appointment of Auditor | Mgmt | For | For | For | ||||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
5 | Elect Michel Demare | Mgmt | For | For | For | ||||
6 | Elect Pascal Soriot | Mgmt | For | For | For | ||||
7 | Elect Aradhana Sarin | Mgmt | For | For | For | ||||
8 | Elect Philip Broadley | Mgmt | For | For | For | ||||
9 | Elect Euan Ashley | Mgmt | For | For | For | ||||
10 | Elect Deborah DiSanzo | Mgmt | For | For | For | ||||
11 | Elect Diana Layfield | Mgmt | For | For | For | ||||
12 | Elect Sherilyn S. McCoy | Mgmt | For | For | For | ||||
13 | Elect Tony MOK Shu Kam | Mgmt | For | For | For | ||||
14 | Elect Nazneen Rahman | Mgmt | For | For | For | ||||
15 | Elect Andreas Rummelt | Mgmt | For | For | For | ||||
16 | Elect Marcus Wallenberg | Mgmt | For | Against | Against | ||||
17 | Remuneration Report | Mgmt | For | For | For | ||||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
24 | Adoption of New Articles | Mgmt | For | For | For | ||||
Booking Holdings Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BKNG | CUSIP 09857L108 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Glenn D. Fogel | Mgmt | For | For | For | ||||
1.2 | Elect Mirian M. Graddick-Weir | Mgmt | For | For | For | ||||
1.3 | Elect Wei Hopeman | Mgmt | For | For | For | ||||
1.4 | Elect Robert J. Mylod Jr. | Mgmt | For | For | For | ||||
1.5 | Elect Charles H. Noski | Mgmt | For | For | For | ||||
1.6 | Elect Joseph "Larry" Quinlan | Mgmt | For | For | For | ||||
1.7 | Elect Nicholas J. Read | Mgmt | For | For | For | ||||
1.8 | Elect Thomas E. Rothman | Mgmt | For | For | For | ||||
1.9 | Elect Sumit Singh | Mgmt | For | For | For | ||||
1.10 | Elect Lynn M. Vojvodich Radakovich | Mgmt | For | For | For | ||||
1.11 | Elect Vanessa A. Wittman | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
Boston Scientific Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BSX | CUSIP 101137107 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nelda J. Connors | Mgmt | For | For | For | ||||
2 | Elect Charles J. Dockendorff | Mgmt | For | For | For | ||||
3 | Elect Yoshiaki Fujimori | Mgmt | For | For | For | ||||
4 | Elect Edward J. Ludwig | Mgmt | For | For | For | ||||
5 | Elect Michael F. Mahoney | Mgmt | For | For | For | ||||
6 | Elect David J. Roux | Mgmt | For | For | For | ||||
7 | Elect John E. Sununu | Mgmt | For | For | For | ||||
8 | Elect David S. Wichmann | Mgmt | For | For | For | ||||
9 | Elect Ellen M. Zane | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Coherent Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
COHR | CUSIP 19247G107 | 11/16/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Enrico Digirolamo | Mgmt | For | For | For | ||||
2 | Elect David L. Motley | Mgmt | For | For | For | ||||
3 | Elect Shaker Sadasivam | Mgmt | For | For | For | ||||
4 | Elect Lisa Neal-Graves | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
CSX Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSX | CUSIP 126408103 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Donna M. Alvarado | Mgmt | For | For | For | ||||
2 | Elect Thomas P. Bostick | Mgmt | For | For | For | ||||
3 | Elect Steven T. Halverson | Mgmt | For | For | For | ||||
4 | Elect Paul C. Hilal | Mgmt | For | For | For | ||||
5 | Elect Joseph R. Hinrichs | Mgmt | For | For | For | ||||
6 | Elect David M. Moffett | Mgmt | For | For | For | ||||
7 | Elect Linda H. Riefler | Mgmt | For | For | For | ||||
8 | Elect Suzanne M. Vautrinot | Mgmt | For | For | For | ||||
9 | Elect James L. Wainscott | Mgmt | For | For | For | ||||
10 | Elect J. Steven Whisler | Mgmt | For | For | For | ||||
11 | Elect John J. Zillmer | Mgmt | For | Against | Against | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Deutsche Telekom AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DTE | CINS D2035M136 | 04/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Allocation of Dividends | Mgmt | For | For | For | ||||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
11 | Appointment of Auditor | Mgmt | For | For | For | ||||
12 | Elect Harald Kruger | Mgmt | For | For | For | ||||
13 | Elect Reinhard Ploss | Mgmt | For | For | For | ||||
14 | Elect Margret Suckale | Mgmt | For | For | For | ||||
15 | Amendments to Articles (Virtual General Meetings) | Mgmt | For | For | For | ||||
16 | Remuneration Report | Mgmt | For | Against | Against | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Diageo plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DGE | CINS G42089113 | 10/06/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Elect Karen Blackett | Mgmt | For | For | For | ||||
5 | Elect Melissa Bethell | Mgmt | For | For | For | ||||
6 | Elect Lavanya Chandrashekar | Mgmt | For | For | For | ||||
7 | Elect Valerie Chapoulaud-Floquet | Mgmt | For | For | For | ||||
8 | Elect Javier Ferran | Mgmt | For | For | For | ||||
9 | Elect Susan Kilsby | Mgmt | For | For | For | ||||
10 | Elect John A. Manzoni | Mgmt | For | For | For | ||||
11 | Elect Lady Nicola Mendelsohn | Mgmt | For | For | For | ||||
12 | Elect Ivan Menezes | Mgmt | For | For | For | ||||
13 | Elect Alan Stewart | Mgmt | For | For | For | ||||
14 | Elect Ireena Vittal | Mgmt | For | Against | Against | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
17 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
18 | Amendment to the Irish Share Ownership Plan | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Dollar Tree, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DLTR | CUSIP 256746108 | 06/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard W. Dreiling | Mgmt | For | For | For | ||||
2 | Elect Cheryl W. Grise | Mgmt | For | For | For | ||||
3 | Elect Daniel J. Heinrich | Mgmt | For | For | For | ||||
4 | Elect Paul C. Hilal | Mgmt | For | For | For | ||||
5 | Elect Edward J. Kelly, III | Mgmt | For | For | For | ||||
6 | Elect Mary A. Laschinger | Mgmt | For | For | For | ||||
7 | Elect Jeffrey G. Naylor | Mgmt | For | For | For | ||||
8 | Elect Winnie Y. Park | Mgmt | For | For | For | ||||
9 | Elect Bertram L. Scott | Mgmt | For | For | For | ||||
10 | Elect Stephanie P. Stahl | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Report on Workforce Practices and Financial Returns | ShrHoldr | Against | Against | For | ||||
Elevance Health, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ELV | CUSIP 036752103 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gail K. Boudreaux | Mgmt | For | For | For | ||||
2 | Elect R. Kerry Clark | Mgmt | For | For | For | ||||
3 | Elect Robert L. Dixon, Jr. | Mgmt | For | For | For | ||||
4 | Elect Deanna Strable-Soethout | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
9 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | ||||
EOG Resources, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EOG | CUSIP 26875P101 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Janet F. Clark | Mgmt | For | For | For | ||||
2 | Elect Charles R. Crisp | Mgmt | For | For | For | ||||
3 | Elect Robert P. Daniels | Mgmt | For | For | For | ||||
4 | Elect Lynn A. Dugle | Mgmt | For | For | For | ||||
5 | Elect C. Christopher Gaut | Mgmt | For | For | For | ||||
6 | Elect Michael T. Kerr | Mgmt | For | For | For | ||||
7 | Elect Julie J. Robertson | Mgmt | For | For | For | ||||
8 | Elect Donald F. Textor | Mgmt | For | For | For | ||||
9 | Elect Ezra Y. Yacob | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
EPAM Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EPAM | CUSIP 29414B104 | 06/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Eugene Roman | Mgmt | For | For | For | ||||
2 | Elect Jill B. Smart | Mgmt | For | For | For | ||||
3 | Elect Ronald P. Vargo | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Fiserv, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FISV | CUSIP 337738108 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Frank J. Bisignano | Mgmt | For | For | For | ||||
1.2 | Elect Henrique de Castro | Mgmt | For | For | For | ||||
1.3 | Elect Harry F. DiSimone | Mgmt | For | For | For | ||||
1.4 | Elect Dylan G. Haggart | Mgmt | For | For | For | ||||
1.5 | Elect Wafaa Mamilli | Mgmt | For | For | For | ||||
1.6 | Elect Heidi G. Miller | Mgmt | For | For | For | ||||
1.7 | Elect Doyle R. Simons | Mgmt | For | For | For | ||||
1.8 | Elect Kevin M. Warren | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Floor & Decor Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FND | CUSIP 339750101 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Dwight James | Mgmt | For | For | For | ||||
2 | Elect Melissa Kersey | Mgmt | For | For | For | ||||
3 | Elect Peter M. Starrett | Mgmt | For | For | For | ||||
4 | Elect Thomas V. Taylor, Jr. | Mgmt | For | For | For | ||||
5 | Elect George Vincent West | Mgmt | For | For | For | ||||
6 | Elect Charles Young | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Amendment to the 2017 Stock Incentive Plan | Mgmt | For | For | For | ||||
HCA Healthcare, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HCA | CUSIP 40412C101 | 04/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Thomas F. Frist III | Mgmt | For | For | For | ||||
2 | Elect Samuel N. Hazen | Mgmt | For | For | For | ||||
3 | Elect Meg G. Crofton | Mgmt | For | For | For | ||||
4 | Elect Robert J. Dennis | Mgmt | For | For | For | ||||
5 | Elect Nancy-Ann DeParle | Mgmt | For | For | For | ||||
6 | Elect William R. Frist | Mgmt | For | For | For | ||||
7 | Elect Hugh F. Johnston | Mgmt | For | For | For | ||||
8 | Elect Michael W. Michelson | Mgmt | For | For | For | ||||
9 | Elect Wayne J. Riley | Mgmt | For | For | For | ||||
10 | Elect Andrea B. Smith | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Board Oversight of Staffing and Patient Safety | ShrHoldr | Against | Against | For | ||||
L'Oreal S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OR | CINS F58149133 | 04/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Accounts and Reports | Mgmt | For | For | For | ||||
7 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
8 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
9 | Elect Sophie Bellon | Mgmt | For | For | For | ||||
10 | Elect Fabienne Dulac | Mgmt | For | Against | Against | ||||
11 | 2023 Directors' Fees | Mgmt | For | For | For | ||||
12 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
13 | 2022 Remuneration of Jean-Paul Agon, Chair | Mgmt | For | For | For | ||||
14 | 2022 Remuneration of Nicolas Hieronimus, CEO | Mgmt | For | For | For | ||||
15 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
16 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | ||||
17 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | ||||
18 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
21 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | ||||
22 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
23 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | ||||
24 | Internal Spin-off (Affaires Marche France, Domaines dExcellence and Luxury of Retail) | Mgmt | For | For | For | ||||
25 | Internal Spin-off (LOreal International Distribution) | Mgmt | For | For | For | ||||
26 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Lvmh Moet Hennessy Vuitton SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MC | CINS F58485115 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
9 | Accounts and Reports | Mgmt | For | For | For | ||||
10 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
11 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
12 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
13 | Elect Delphine Arnault | Mgmt | For | For | For | ||||
14 | Elect Antonio Belloni | Mgmt | For | For | For | ||||
15 | Elect Marie-Josee Kravis | Mgmt | For | Against | Against | ||||
16 | Elect Marie-Laure Sauty de Chalon | Mgmt | For | For | For | ||||
17 | Elect Natacha Valla | Mgmt | For | For | For | ||||
18 | Elect Laurent Mignon | Mgmt | For | Against | Against | ||||
19 | Elect Lord Powell of Bayswater as Censor | Mgmt | For | Against | Against | ||||
20 | Elect Diego Della Valle as Censor | Mgmt | For | Against | Against | ||||
21 | 2022 Remuneration Report | Mgmt | For | Against | Against | ||||
22 | 2022 Remuneration of Bernard Arnault, Chair and CEO | Mgmt | For | Against | Against | ||||
23 | 2022 Remuneration of Antonio Belloni, Deputy CEO | Mgmt | For | Against | Against | ||||
24 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
25 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | Against | Against | ||||
26 | 2023 Remuneration Policy (Deputy CEO) | Mgmt | For | Against | Against | ||||
27 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
28 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
29 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
30 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
31 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
32 | Authority to Issue Shares and Convertible Debt Through Private Placement (Qualified Investors) | Mgmt | For | Against | Against | ||||
33 | Greenshoe | Mgmt | For | Against | Against | ||||
34 | Authority to Increase Capital in Case of Exchange Offers | Mgmt | For | Against | Against | ||||
35 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | Against | Against | ||||
36 | Authority to Grant Stock Options | Mgmt | For | Against | Against | ||||
37 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
38 | Global Ceiling on Capital Increases and Debt Issuances | Mgmt | For | For | For | ||||
MercadoLibre, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MELI | CUSIP 58733R102 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Susan L. Segal | Mgmt | For | For | For | ||||
1.2 | Elect Mario Eduardo Vazquez | Mgmt | For | For | For | ||||
1.3 | Elect Alejandro Nicolas Aguzin | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Mercedes-Benz Group AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MBG | CINS D1668R123 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Allocation of Dividends | Mgmt | For | For | For | ||||
9 | Ratification of Management Board Acts | Mgmt | For | Abstain | Against | ||||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
11 | Appointment of Auditor for FY 2023 | Mgmt | For | For | For | ||||
12 | Appointment of Auditor for FY 2024 (Interim Statements) | Mgmt | For | For | For | ||||
13 | Appointment of Auditor for FY2024 | Mgmt | For | For | For | ||||
14 | Elect Stefan Pierer as Supervisory Board Member | Mgmt | For | For | For | ||||
15 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | ||||
16 | Management Board Remuneration Policy | Mgmt | For | For | For | ||||
17 | Remuneration Report | Mgmt | For | Against | Against | ||||
18 | Increase in Authorised Capital | Mgmt | For | For | For | ||||
19 | Amendments to Articles (Virtual AGM) | Mgmt | For | For | For | ||||
20 | Amendments to Articles (Virtual AGM Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Microsoft Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MSFT | CUSIP 594918104 | 12/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Reid G. Hoffman | Mgmt | For | For | For | ||||
2 | Elect Hugh F. Johnston | Mgmt | For | For | For | ||||
3 | Elect Teri L. List | Mgmt | For | For | For | ||||
4 | Elect Satya Nadella | Mgmt | For | For | For | ||||
5 | Elect Sandra E. Peterson | Mgmt | For | For | For | ||||
6 | Elect Penny S. Pritzker | Mgmt | For | For | For | ||||
7 | Elect Carlos A. Rodriguez | Mgmt | For | For | For | ||||
8 | Elect Charles W. Scharf | Mgmt | For | For | For | ||||
9 | Elect John W. Stanton | Mgmt | For | For | For | ||||
10 | Elect John W. Thompson | Mgmt | For | For | For | ||||
11 | Elect Emma N. Walmsley | Mgmt | For | For | For | ||||
12 | Elect Padmasree Warrior | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Report on Hiring Practices | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Managing Climate Risk in Employee Retirement Options | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Government Use of Technology | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Risks of Developing Military Weapons | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
Netflix, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NFLX | CUSIP 64110L106 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mathias Dopfner | Mgmt | For | Against | Against | ||||
2 | Elect Reed Hastings | Mgmt | For | For | For | ||||
3 | Elect Jay Hoag | Mgmt | For | Against | Against | ||||
4 | Elect Ted Sarandos | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
8 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
9 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | ShrHoldr | Against | Against | For | ||||
10 | Shareholder Proposal Regarding Report on Climate Risk in Employee Retirement Default Options | ShrHoldr | Against | Against | For | ||||
11 | Shareholder Proposal Regarding Policy on Freedom of Association | ShrHoldr | Against | For | Against | ||||
NextEra Energy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NEE | CUSIP 65339F101 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nicole S. Arnaboldi | Mgmt | For | For | For | ||||
2 | Elect Sherry S. Barrat | Mgmt | For | For | For | ||||
3 | Elect James L. Camaren | Mgmt | For | For | For | ||||
4 | Elect Kenneth B. Dunn | Mgmt | For | For | For | ||||
5 | Elect Naren K. Gursahaney | Mgmt | For | For | For | ||||
6 | Elect Kirk S. Hachigian | Mgmt | For | For | For | ||||
7 | Elect John W. Ketchum | Mgmt | For | For | For | ||||
8 | Elect Amy B. Lane | Mgmt | For | For | For | ||||
9 | Elect David L. Porges | Mgmt | For | For | For | ||||
10 | Elect Dev Stahlkopf | Mgmt | For | For | For | ||||
11 | Elect John Arthur Stall | Mgmt | For | For | For | ||||
12 | Elect Darryl L. Wilson | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | ShrHoldr | Against | For | Against | ||||
NVIDIA Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NVDA | CUSIP 67066G104 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert K. Burgess | Mgmt | For | For | For | ||||
2 | Elect Tench Coxe | Mgmt | For | For | For | ||||
3 | Elect John O. Dabiri | Mgmt | For | For | For | ||||
4 | Elect Persis S. Drell | Mgmt | For | For | For | ||||
5 | Elect Jen-Hsun Huang | Mgmt | For | For | For | ||||
6 | Elect Dawn Hudson | Mgmt | For | For | For | ||||
7 | Elect Harvey C. Jones | Mgmt | For | For | For | ||||
8 | Elect Michael G. McCaffery | Mgmt | For | For | For | ||||
9 | Elect Stephen C. Neal | Mgmt | For | For | For | ||||
10 | Elect Mark L. Perry | Mgmt | For | For | For | ||||
11 | Elect A. Brooke Seawell | Mgmt | For | For | For | ||||
12 | Elect Aarti Shah | Mgmt | For | For | For | ||||
13 | Elect Mark A. Stevens | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
ON Semiconductor Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ON | CUSIP 682189105 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Atsushi Abe | Mgmt | For | For | For | ||||
2 | Elect Alan Campbell | Mgmt | For | For | For | ||||
3 | Elect Susan K. Carter | Mgmt | For | For | For | ||||
4 | Elect Thomas L. Deitrich | Mgmt | For | For | For | ||||
5 | Elect Hassane S. El-Khoury | Mgmt | For | For | For | ||||
6 | Elect Bruce E. Kiddoo | Mgmt | For | For | For | ||||
7 | Elect Paul A. Mascarenas | Mgmt | For | For | For | ||||
8 | Elect Gregory L. Waters | Mgmt | For | For | For | ||||
9 | Elect Christine Y. Yan | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Shell Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SHEL | CUSIP 780259305 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Policy | Mgmt | For | For | For | ||||
3 | Remuneration Report | Mgmt | For | For | For | ||||
4 | Elect Wael Sawan | Mgmt | For | For | For | ||||
5 | Elect Cyrus Taraporevala | Mgmt | For | For | For | ||||
6 | Elect Sir Charles Roxburgh | Mgmt | For | For | For | ||||
7 | Elect Leena Srivastava | Mgmt | For | For | For | ||||
8 | Elect Sinead Gorman | Mgmt | For | For | For | ||||
9 | Elect Dick Boer | Mgmt | For | For | For | ||||
10 | Elect Neil A.P. Carson | Mgmt | For | For | For | ||||
11 | Elect Ann F. Godbehere | Mgmt | For | For | For | ||||
12 | Elect Jane Holl Lute | Mgmt | For | For | For | ||||
13 | Elect Catherine J. Hughes | Mgmt | For | For | For | ||||
14 | Elect Sir Andrew Mackenzie | Mgmt | For | For | For | ||||
15 | Elect Abraham Schot | Mgmt | For | For | For | ||||
16 | Appointment of Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares (Off-Market) | Mgmt | For | For | For | ||||
22 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
23 | Adoption of New Articles | Mgmt | For | For | For | ||||
24 | Performance Share Plan | Mgmt | For | For | For | ||||
25 | Approval of Energy Transition Progress | Mgmt | For | For | For | ||||
26 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | ||||
Taiwan Semiconductor Manufacturing Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2330 | CUSIP 874039100 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Business Report and Financial Statements | Mgmt | For | For | For | ||||
2 | Issuance of Employee Restricted Stock Awards for Year 2023 | Mgmt | For | For | For | ||||
3 | Revise the Procedures for Endorsement and Guarantee. | Mgmt | For | 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 four TSMC Policies | Mgmt | For | For | For | ||||
Tencent Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
700 | CINS G87572163 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect Jacobus Petrus (Koos) Bekker | Mgmt | For | Against | Against | ||||
6 | Elect ZHANG Xiulan | Mgmt | For | For | For | ||||
7 | Directors' Fees | Mgmt | For | For | For | ||||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Tencent Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
700 | CINS G87572163 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Adoption of 2023 Share Option Scheme | Mgmt | For | Against | Against | ||||
4 | Transfer of Share Options | Mgmt | For | Against | Against | ||||
5 | Termination of 2017 Share Option Scheme | Mgmt | For | For | For | ||||
6 | Scheme Mandate Limit (2023 Share Option Scheme) | Mgmt | For | Against | Against | ||||
7 | Service Provider Sub-limit (2023 Share Option Scheme) | Mgmt | For | Against | Against | ||||
8 | Adoption of 2023 Share Award Scheme | Mgmt | For | Against | Against | ||||
9 | Transfer of Share Awards | Mgmt | For | Against | Against | ||||
10 | Termination of Share Award Schemes | Mgmt | For | For | For | ||||
11 | Scheme Mandate Limit (2023 Share Award Scheme - Share Award) | Mgmt | For | Against | Against | ||||
12 | Scheme Mandate Limit (2023 Share Award Scheme - New Shares Share Award) | Mgmt | For | Against | Against | ||||
13 | Service Provider Sub-limit (2023 Share Award Scheme) | Mgmt | For | Against | Against | ||||
The Allstate Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ALL | CUSIP 020002101 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Donald E. Brown | Mgmt | For | For | For | ||||
2 | Elect Kermit R. Crawford | Mgmt | For | For | For | ||||
3 | Elect Richard T. Hume | Mgmt | For | For | For | ||||
4 | Elect Margaret M. Keane | Mgmt | For | For | For | ||||
5 | Elect Siddharth N. Mehta | Mgmt | For | For | For | ||||
6 | Elect Jacques P. Perold | Mgmt | For | For | For | ||||
7 | Elect Andrea Redmond | Mgmt | For | For | For | ||||
8 | Elect Gregg M. Sherrill | Mgmt | For | For | For | ||||
9 | Elect Judith A. Sprieser | Mgmt | For | For | For | ||||
10 | Elect Perry M. Traquina | Mgmt | For | For | For | ||||
11 | Elect Monica Turner | Mgmt | For | For | For | ||||
12 | Elect Thomas J. Wilson | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
The Progressive Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PGR | CUSIP 743315103 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Danelle M. Barrett | Mgmt | For | For | For | ||||
2 | Elect Philip F. Bleser | Mgmt | For | For | For | ||||
3 | Elect Stuart B. Burgdoerfer | Mgmt | For | For | For | ||||
4 | Elect Pamela J. Craig | Mgmt | For | For | For | ||||
5 | Elect Charles A. Davis | Mgmt | For | For | For | ||||
6 | Elect Roger N. Farah | Mgmt | For | For | For | ||||
7 | Elect Lawton W. Fitt | Mgmt | For | For | For | ||||
8 | Elect Susan Patricia Griffith | Mgmt | For | For | For | ||||
9 | Elect Devin C. Johnson | Mgmt | For | For | For | ||||
10 | Elect Jeffrey D. Kelly | Mgmt | For | For | For | ||||
11 | Elect Barbara R. Snyder | Mgmt | For | For | For | ||||
12 | Elect Kahina Van Dyke | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
The Walt Disney Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DIS | CUSIP 254687106 | 04/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mary T. Barra | Mgmt | For | For | For | ||||
2 | Elect Safra A. Catz | Mgmt | For | For | For | ||||
3 | Elect Amy L. Chang | Mgmt | For | For | For | ||||
4 | Elect Francis A. deSouza | Mgmt | For | For | For | ||||
5 | Elect Carolyn N. Everson | Mgmt | For | For | For | ||||
6 | Elect Michael B.G. Froman | Mgmt | For | For | For | ||||
7 | Elect Robert A. Iger | Mgmt | For | For | For | ||||
8 | Elect Maria Elena Lagomasino | Mgmt | For | For | For | ||||
9 | Elect Calvin R. McDonald | Mgmt | For | For | For | ||||
10 | Elect Mark G. Parker | Mgmt | For | For | For | ||||
11 | Elect Derica W. Rice | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
Thermo Fisher Scientific Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TMO | CUSIP 883556102 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Marc N. Casper | Mgmt | For | For | For | ||||
2 | Elect Nelson J. Chai | Mgmt | For | For | For | ||||
3 | Elect Ruby R. Chandy | Mgmt | For | For | For | ||||
4 | Elect C. Martin Harris | Mgmt | For | For | For | ||||
5 | Elect Tyler Jacks | Mgmt | For | For | For | ||||
6 | Elect R. Alexandra Keith | Mgmt | For | For | For | ||||
7 | Elect James C. Mullen | Mgmt | For | For | For | ||||
8 | Elect Lars R. Sorensen | Mgmt | For | For | For | ||||
9 | Elect Debora L. Spar | Mgmt | For | For | For | ||||
10 | Elect Scott M. Sperling | Mgmt | For | For | For | ||||
11 | Elect Dion J. Weisler | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Amendment to the 2013 Stock Incentive Plan | Mgmt | For | For | For | ||||
16 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
T-Mobile US, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TMUS | CUSIP 872590104 | 06/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Andre Almeida | Mgmt | For | For | For | ||||
1.2 | Elect Marcelo Claure | Mgmt | For | For | For | ||||
1.3 | Elect Srikant M. Datar | Mgmt | For | For | For | ||||
1.4 | Elect Srinivasan Gopalan | Mgmt | For | For | For | ||||
1.5 | Elect Timotheus Hottges | Mgmt | For | For | For | ||||
1.6 | Elect Christian P. Illek | Mgmt | For | For | For | ||||
1.7 | Elect Raphael Kubler | Mgmt | For | For | For | ||||
1.8 | Elect Thorsten Langheim | Mgmt | For | For | For | ||||
1.9 | Elect Dominique Leroy | Mgmt | For | For | For | ||||
1.10 | Elect Letitia A. Long | Mgmt | For | For | For | ||||
1.11 | Elect G. Michael Sievert | Mgmt | For | For | For | ||||
1.12 | Elect Teresa A. Taylor | Mgmt | For | For | For | ||||
1.13 | Elect Kelvin R. Westbrook | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
5 | Approval of the 2023 Incentive Award Plan | Mgmt | For | For | For | ||||
6 | Amendment to the 2014 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
Trip.com Group Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TCOM | CUSIP 89677Q107 | 06/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Amended and Restated Articles of Association | Mgmt | For | For | For | ||||
Uber Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UBER | CUSIP 90353T100 | 05/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ronald D. Sugar | Mgmt | For | For | For | ||||
2 | Elect Revathi Advaithi | Mgmt | For | For | For | ||||
3 | Elect Ursula M. Burns | Mgmt | For | For | For | ||||
4 | Elect Robert A. Eckert | Mgmt | For | For | For | ||||
5 | Elect Amanda Ginsberg | Mgmt | For | For | For | ||||
6 | Elect Dara Khosrowshahi | Mgmt | For | For | For | ||||
7 | Elect Wan Ling Martello | Mgmt | For | For | For | ||||
8 | Elect John A. Thain | Mgmt | For | For | For | ||||
9 | Elect David Trujillo | Mgmt | For | For | For | ||||
10 | Elect Alexander R. Wynaendts | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Shareholder Proposal Regarding Third-Party Audit on Driver Health and Safety | ShrHoldr | Against | Against | For | ||||
Ulta Beauty, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ULTA | CUSIP 90384S303 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michelle L. Collins | Mgmt | For | For | For | ||||
2 | Elect Patricia Little | Mgmt | For | For | For | ||||
3 | Elect Heidi G. Petz | Mgmt | For | For | For | ||||
4 | Elect Michael C. Smith | Mgmt | For | For | For | ||||
5 | Repeal of Classified Board | Mgmt | For | For | For | ||||
6 | Elimination of Supermajority Requirement to Remove Directors | Mgmt | For | For | For | ||||
7 | Elimination of Supermajority Requirements for Amendments to Certificate of Incorporation | Mgmt | For | For | For | ||||
8 | Elimination of Supermajority Requirements for Amendments to Bylaws | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Visa Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
V | CUSIP 92826C839 | 01/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lloyd A. Carney | Mgmt | For | For | For | ||||
2 | Elect Kermit R. Crawford | Mgmt | For | For | For | ||||
3 | Elect Francisco Javier Fernandez-Carbajal | Mgmt | For | For | For | ||||
4 | Elect Alfred F. Kelly, Jr. | Mgmt | For | For | For | ||||
5 | Elect Ramon L. Laguarta | Mgmt | For | For | For | ||||
6 | Elect Teri L. List | Mgmt | For | For | For | ||||
7 | Elect John F. Lundgren | Mgmt | For | For | For | ||||
8 | Elect Denise M. Morrison | Mgmt | For | For | For | ||||
9 | Elect Linda Rendle | Mgmt | For | For | For | ||||
10 | Elect Maynard G. Webb | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Abstain | N/A | ||||
Wells Fargo & Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WFC | CUSIP 949746101 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steven D. Black | Mgmt | For | For | For | ||||
2 | Elect Mark A. Chancy | Mgmt | For | For | For | ||||
3 | Elect Celeste A. Clark | Mgmt | For | For | For | ||||
4 | Elect Theodore F. Craver, Jr. | Mgmt | For | For | For | ||||
5 | Elect Richard K. Davis | Mgmt | For | For | For | ||||
6 | Elect Wayne M. Hewett | Mgmt | For | For | For | ||||
7 | Elect CeCelia Morken | Mgmt | For | For | For | ||||
8 | Elect Maria R. Morris | Mgmt | For | For | For | ||||
9 | Elect Felicia F. Norwood | Mgmt | For | For | For | ||||
10 | Elect Richard B. Payne, Jr. | Mgmt | For | For | For | ||||
11 | Elect Ronald L. Sargent | Mgmt | For | For | For | ||||
12 | Elect Charles W. Scharf | Mgmt | For | For | For | ||||
13 | Elect Suzanne M. Vautrinot | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Report on Harassment and Discrimination | ShrHoldr | Against | For | Against | ||||
23 | Shareholder Proposal Regarding Policy on Freedom of Association | ShrHoldr | Against | For | Against | ||||
World Wrestling Entertainment, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WWE | CUSIP 98156Q108 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Vincent K. McMahon | Mgmt | For | For | For | ||||
1.2 | Elect Nick Khan | Mgmt | For | For | For | ||||
1.3 | Elect Paul Levesque | Mgmt | For | For | For | ||||
1.4 | Elect George A. Barrios | Mgmt | For | Withhold | Against | ||||
1.5 | Elect Steve Koonin | Mgmt | For | For | For | ||||
1.6 | Elect Michelle R. McKenna | Mgmt | For | For | For | ||||
1.7 | Elect Steve Pamon | Mgmt | For | Withhold | Against | ||||
1.8 | Elect Michelle D. Wilson | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Fund Name : Neuberger Berman Genesis Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Abcam plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ABC | CUSIP 000380204 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | MGMT | For | For | For | ||||
2 | Remuneration Report | MGMT | For | For | For | ||||
3 | Appointment of Auditor | MGMT | For | For | For | ||||
4 | Authority to Set Auditor's Fees | MGMT | For | For | For | ||||
5 | Elect Peter V. Allen | MGMT | For | For | For | ||||
6 | Elect Alan Hirzel | MGMT | For | For | For | ||||
7 | Elect Michael Baldock | MGMT | For | For | For | ||||
8 | Elect Mara G. Aspinall | MGMT | For | For | For | ||||
9 | Elect Giles Kerr | MGMT | For | For | For | ||||
10 | Elect Mark C. Capone | MGMT | For | For | For | ||||
11 | Elect Sally W. Crawford | MGMT | For | For | For | ||||
12 | Elect Bessie Lee | MGMT | For | For | For | ||||
13 | Elect Luba Greenwood | MGMT | For | For | For | ||||
14 | Authority to Issue Shares w/ Preemptive Rights | MGMT | For | For | For | ||||
15 | Authority to Issue Shares w/o Preemptive Rights | MGMT | For | For | For | ||||
16 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | MGMT | For | For | For | ||||
17 | Adoption of New Articles | MGMT | For | For | For | ||||
18 | Authority to Repurchase Shares Off-Market | MGMT | For | For | For | ||||
Abcam plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ABC | CINS G0060R118 | 11/11/2022 | Voted | ||||||
Meeting Type | |||||||||
Ordinary | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Delisting | Mgmt | For | For | For | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Advanced Energy Industries, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AEIS | CUSIP 007973100 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Grant H. Beard | Mgmt | For | For | For | ||||
2 | Elect Frederick A. Ball | Mgmt | For | For | For | ||||
3 | Elect Anne DelSanto | Mgmt | For | For | For | ||||
4 | Elect Tina M. Donikowski | Mgmt | For | For | For | ||||
5 | Elect Ronald C. Foster | Mgmt | For | For | For | ||||
6 | Elect Stephen D. Kelley | Mgmt | For | For | For | ||||
7 | Elect Lanesha T. Minnix | Mgmt | For | For | For | ||||
8 | Elect David W. Reed | Mgmt | For | For | For | ||||
9 | Elect John A. Roush | Mgmt | For | For | For | ||||
10 | Elect Brian M. Shirley | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Approval of the 2023 Omnibus Incentive Plan | Mgmt | For | For | For | ||||
American Software, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMSWA | CUSIP 029683109 | 08/17/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lizanne Thomas | Mgmt | For | For | For | ||||
2 | Elect James B. Miller, Jr. | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
AMERISAFE, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMSF | CUSIP 03071H100 | 06/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Michael J. Brown | Mgmt | For | For | For | ||||
1.2 | Elect G. Janelle Frost | Mgmt | For | For | For | ||||
1.3 | Elect Sean M. Traynor | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Amphastar Pharmaceuticals, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMPH | CUSIP 03209R103 | 06/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Floyd F. Petersen | Mgmt | For | For | For | ||||
2 | Elect Jacob Liawatidewi | Mgmt | For | For | For | ||||
3 | Elect William J. Peters | Mgmt | For | Against | Against | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
AptarGroup, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ATR | CUSIP 038336103 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect George L. Fotiades | Mgmt | For | For | For | ||||
2 | Elect Candace S. Matthews | Mgmt | For | For | For | ||||
3 | Elect B. Craig Owens | Mgmt | For | For | For | ||||
4 | Elect Julie Xing | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Amendment to the 2018 Equity Incentive Plan | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
Artisan Partners Asset Management Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APAM | CUSIP 04316A108 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Jennifer A. Barbetta | Mgmt | For | For | For | ||||
1.2 | Elect Matthew R. Barger | Mgmt | For | For | For | ||||
1.3 | Elect Eric R. Colson | Mgmt | For | For | For | ||||
1.4 | Elect Tench Coxe | Mgmt | For | For | For | ||||
1.5 | Elect Stephanie G. DiMarco | Mgmt | For | For | For | ||||
1.6 | Elect Jeffrey A. Joerres | Mgmt | For | For | For | ||||
1.7 | Elect Saloni S. Multani | Mgmt | For | For | For | ||||
1.8 | Elect Andrew A. Ziegler | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
3 | Approval of the 2023 Omnibus Incentive Compensation Plan | Mgmt | For | For | For | ||||
4 | Approval of the 2023 Non-Employee Director Plan | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Asbury Automotive Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ABG | CUSIP 043436104 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Thomas J. Reddin | Mgmt | For | For | For | ||||
1.2 | Elect Joel Alsfine | Mgmt | For | For | For | ||||
1.3 | Elect William D. Fay | Mgmt | For | For | For | ||||
1.4 | Elect David W. Hult | Mgmt | For | For | For | ||||
1.5 | Elect Juanita T. James | Mgmt | For | For | For | ||||
1.6 | Elect Philip F. Maritz | Mgmt | For | For | For | ||||
1.7 | Elect Maureen F. Morrison | Mgmt | For | For | For | ||||
1.8 | Elect Bridget M. Ryan-Berman | Mgmt | For | For | For | ||||
1.9 | Elect Hilliard C. Terry, III | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Aspen Technology, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AZPN | CUSIP 29109X106 | 12/15/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Patrick M. Antkowiak | Mgmt | For | For | For | ||||
2 | Elect Robert E. Beauchamp | Mgmt | For | For | For | ||||
3 | Elect Thomas F. Bogan | Mgmt | For | For | For | ||||
4 | Elect Karen M. Golz | Mgmt | For | For | For | ||||
5 | Elect Ram R. Krishnan | Mgmt | For | For | For | ||||
6 | Elect Antonio J. Pietri | Mgmt | For | For | For | ||||
7 | Elect Arlen R. Shenkman | Mgmt | For | For | For | ||||
8 | Elect Jill D. Smith | Mgmt | For | For | For | ||||
9 | Elect Robert M. Whelan, Jr. | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Atrion Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ATRI | CUSIP 049904105 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Emile A. Battat | Mgmt | For | For | For | ||||
2 | Elect Ronald N. Spaulding | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Bank of Hawaii Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BOH | CUSIP 062540109 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect S. Haunani Apoliona | Mgmt | For | For | For | ||||
2 | Elect Mark A. Burak | Mgmt | For | For | For | ||||
3 | Elect John C. Erickson | Mgmt | For | For | For | ||||
4 | Elect Joshua D. Feldman | Mgmt | For | For | For | ||||
5 | Elect Peter S. Ho | Mgmt | For | For | For | ||||
6 | Elect Michelle E. Hulst | Mgmt | For | For | For | ||||
7 | Elect Kent T. Lucien | Mgmt | For | For | For | ||||
8 | Elect Elliot K. Mills | Mgmt | For | For | For | ||||
9 | Elect Alicia E. Moy | Mgmt | For | For | For | ||||
10 | Elect Victor K. Nichols | Mgmt | For | For | For | ||||
11 | Elect Barbara J. Tanabe | Mgmt | For | For | For | ||||
12 | Elect Dana M. Tokioka | Mgmt | For | For | For | ||||
13 | Elect Raymond P. Vara, Jr. | Mgmt | For | For | For | ||||
14 | Elect Robert W. Wo | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
17 | Ratification of Auditor | Mgmt | For | For | For | ||||
Bio-Techne Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TECH | CUSIP 09073M104 | 10/27/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Board Size | Mgmt | For | For | For | ||||
2 | Elect Robert V. Baumgartner | Mgmt | For | For | For | ||||
3 | Elect Julie L. Bushman | Mgmt | For | For | For | ||||
4 | Elect John L. Higgins | Mgmt | For | For | For | ||||
5 | Elect Joseph D. Keegan | Mgmt | For | For | For | ||||
6 | Elect Charles R. Kummeth | Mgmt | For | For | For | ||||
7 | Elect Roeland Nusse | Mgmt | For | For | For | ||||
8 | Elect Alpna H. Seth | Mgmt | For | For | For | ||||
9 | Elect Randolph C. Steer | Mgmt | For | For | For | ||||
10 | Elect Rupert Vessey | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Increase in Authorized Common Stock | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
BOK Financial Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BOKF | CUSIP 05561Q201 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Alan S. Armstrong | Mgmt | For | For | For | ||||
1.2 | Elect Steven Bangert | Mgmt | For | For | For | ||||
1.3 | Elect Chester Cadieux, III | Mgmt | For | Withhold | Against | ||||
1.4 | Elect John W. Coffey | Mgmt | For | For | For | ||||
1.5 | Elect Joseph W. Craft III | Mgmt | For | For | For | ||||
1.6 | Elect David F. Griffin | Mgmt | For | For | For | ||||
1.7 | Elect V. Burns Hargis | Mgmt | For | For | For | ||||
1.8 | Elect Douglas D Hawthorne | Mgmt | For | For | For | ||||
1.9 | Elect Kimberley D. Henry | Mgmt | For | For | For | ||||
1.10 | Elect E. Carey Joullian, IV | Mgmt | For | For | For | ||||
1.11 | Elect George B. Kaiser | Mgmt | For | For | For | ||||
1.12 | Elect Stacy C. Kymes | Mgmt | For | For | For | ||||
1.13 | Elect Stanley A. Lybarger | Mgmt | For | For | For | ||||
1.14 | Elect Steven J. Malcolm | Mgmt | For | For | For | ||||
1.15 | Elect E.C. Richards | Mgmt | For | For | For | ||||
1.16 | Elect Claudia San Pedro | Mgmt | For | For | For | ||||
1.17 | Elect Peggy I. Simmons | Mgmt | For | For | For | ||||
1.18 | Elect Michael C. Turpen | Mgmt | For | For | For | ||||
1.19 | Elect Rose M. Washington | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Amendment to the 2009 Omnibus Stock Plan | Mgmt | For | For | For | ||||
Brigham Minerals, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MNRL | CUSIP 10918L103 | 12/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Merger/Acquisition | Mgmt | For | For | For | ||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | Against | Against | ||||
Bright Horizons Family Solutions Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BFAM | CUSIP 109194100 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Stephen H. Kramer | Mgmt | For | For | For | ||||
2 | Elect Sara Lawrence-Lightfoot | Mgmt | For | For | For | ||||
3 | Elect Cathy E. Minehan | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Cable One, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CABO | CUSIP 12685J105 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Brad D. Brian | Mgmt | For | For | For | ||||
2 | Elect Deborah J. Kissire | Mgmt | For | For | For | ||||
3 | Elect Julia M. Laulis | Mgmt | For | For | For | ||||
4 | Elect Mary E. Meduski | Mgmt | For | For | For | ||||
5 | Elect Thomas O. Might | Mgmt | For | For | For | ||||
6 | Elect Sherrese M. Smith | Mgmt | For | For | For | ||||
7 | Elect Wallace R. Weitz | Mgmt | For | For | For | ||||
8 | Elect Katharine B. Weymouth | Mgmt | For | Against | Against | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Cactus, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WHD | CUSIP 127203107 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Scott Bender | Mgmt | For | For | For | ||||
1.2 | Elect Gary L. Rosenthal | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Bruce Rothstein | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Amendment to the Long-Term Incentive Plan | Mgmt | For | For | For | ||||
Chase Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CCF | CUSIP 16150R104 | 02/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Adam P. Chase | Mgmt | For | For | For | ||||
1.2 | Elect Peter R. Chase | Mgmt | For | For | For | ||||
1.3 | Elect Mary Claire Chase | Mgmt | For | For | For | ||||
1.4 | Elect Thomas D. DeByle | Mgmt | For | For | For | ||||
1.5 | Elect John H. Derby III | Mgmt | For | For | For | ||||
1.6 | Elect Chad A. McDaniel | Mgmt | For | For | For | ||||
1.7 | Elect Dana Mohler-Faria | Mgmt | For | For | For | ||||
1.8 | Elect Ellen Rubin | Mgmt | For | For | For | ||||
1.9 | Elect Joan Wallace-Benjamin | Mgmt | For | For | For | ||||
1.10 | Elect Thomas Wroe, Jr. | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Chemed Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CHE | CUSIP 16359R103 | 05/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kevin J. McNamara | Mgmt | For | For | For | ||||
2 | Elect Ron DeLyons | Mgmt | For | For | For | ||||
3 | Elect Patrick Grace | Mgmt | For | Against | Against | ||||
4 | Elect Christopher J. Heaney | Mgmt | For | For | For | ||||
5 | Elect Thomas C. Hutton | Mgmt | For | For | For | ||||
6 | Elect Andrea R. Lindell | Mgmt | For | For | For | ||||
7 | Elect Eileen P. McCarthy | Mgmt | For | For | For | ||||
8 | Elect John M. Mount, Jr. | Mgmt | For | For | For | ||||
9 | Elect Thomas P. Rice | Mgmt | For | For | For | ||||
10 | Elect George J. Walsh III | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
Church & Dwight Co., Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CHD | CUSIP 171340102 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Bradlen S. Cashaw | Mgmt | For | For | For | ||||
2 | Elect Matthew T. Farrell | Mgmt | For | For | For | ||||
3 | Elect Bradley C. Irwin | Mgmt | For | For | For | ||||
4 | Elect Penry W. Price | Mgmt | For | For | For | ||||
5 | Elect Susan G. Saideman | Mgmt | For | For | For | ||||
6 | Elect Ravichandra K. Saligram | Mgmt | For | For | For | ||||
7 | Elect Robert K. Shearer | Mgmt | For | For | For | ||||
8 | Elect Janet S. Vergis | Mgmt | For | For | For | ||||
9 | Elect Arthur B. Winkleblack | Mgmt | For | For | For | ||||
10 | Elect Laurie J. Yoler | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Approval of the Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Community Bank System, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CBU | CUSIP 203607106 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Brian R. Ace | Mgmt | For | For | For | ||||
2 | Elect Mark J. Bolus | Mgmt | For | For | For | ||||
3 | Elect Neil E. Fesette | Mgmt | For | For | For | ||||
4 | Elect Jeffery J. Knauss | Mgmt | For | For | For | ||||
5 | Elect Kerrie D. MacPherson | Mgmt | For | For | For | ||||
6 | Elect John Parente | Mgmt | For | For | For | ||||
7 | Elect Raymond C. Pecor III | Mgmt | For | For | For | ||||
8 | Elect Susan Skerritt | Mgmt | For | For | For | ||||
9 | Elect Sally A. Steele | Mgmt | For | For | For | ||||
10 | Elect Eric E. Stickels | Mgmt | For | For | For | ||||
11 | Elect Mark E. Tryniski | Mgmt | For | For | For | ||||
12 | Elect John F. Whipple, Jr. | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
Computer Services, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSVI | CUSIP 20539A105 | 07/14/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael Carter | Mgmt | For | For | For | ||||
2 | Elect Steven A. Powless | Mgmt | For | For | For | ||||
3 | Elect Robert L. Walker | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
CSW Industrials, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSWI | CUSIP 126402106 | 08/25/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Joseph B. Armes | Mgmt | For | For | For | ||||
1.2 | Elect Michael R. Gambrell | Mgmt | For | For | For | ||||
1.3 | Elect Bobby Griffin | Mgmt | For | For | For | ||||
1.4 | Elect Terry L. Johnston | Mgmt | For | For | For | ||||
1.5 | Elect Linda A. Livingstone | Mgmt | For | For | For | ||||
1.6 | Elect Anne B. Motsenbocker | Mgmt | For | For | For | ||||
1.7 | Elect Robert M. Swartz | Mgmt | For | For | For | ||||
1.8 | Elect J. Kent Sweezey | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Cullen/Frost Bankers, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CFR | CUSIP 229899109 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Carlos Alvarez | Mgmt | For | For | For | ||||
2 | Elect Chris M. Avery | Mgmt | For | For | For | ||||
3 | Elect Anthony R. Chase | Mgmt | For | For | For | ||||
4 | Elect Cynthia J. Comparin | Mgmt | For | For | For | ||||
5 | Elect Samuel G. Dawson | Mgmt | For | For | For | ||||
6 | Elect Crawford H. Edwards | Mgmt | For | For | For | ||||
7 | Elect Patrick B. Frost | Mgmt | For | For | For | ||||
8 | Elect Phillip D. Green | Mgmt | For | For | For | ||||
9 | Elect David J. Haemisegger | Mgmt | For | For | For | ||||
10 | Elect Charles W. Matthews | Mgmt | For | For | For | ||||
11 | Elect Joseph A. Pierce | Mgmt | For | For | For | ||||
12 | Elect Linda B. Rutherford | Mgmt | For | For | For | ||||
13 | Elect Jack Willome | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
CVB Financial Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CVBF | CUSIP 126600105 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect George A. Borba, Jr. | Mgmt | For | For | For | ||||
1.2 | Elect David A. Brager | Mgmt | For | For | For | ||||
1.3 | Elect Stephen A. Del Guercio | Mgmt | For | For | For | ||||
1.4 | Elect Anna Kan | Mgmt | For | For | For | ||||
1.5 | Elect Jane Olvera | Mgmt | For | For | For | ||||
1.6 | Elect Raymond V. O'Brien III | Mgmt | For | For | For | ||||
1.7 | Elect Hal W. Oswalt | Mgmt | For | For | For | ||||
1.8 | Elect Kimberly H. Sheehy | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Driven Brands Holdings Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DRVN | CUSIP 26210V102 | 05/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Chadwick Hume | Mgmt | For | For | For | ||||
1.2 | Elect Karen Stroup | Mgmt | For | For | For | ||||
1.3 | Elect Peter Swinburn | Mgmt | For | Withhold | Against | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Eagle Materials Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EXP | CUSIP 26969P108 | 08/05/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect George J. Damiris | Mgmt | For | For | For | ||||
2 | Elect Martin M. Ellen | Mgmt | For | For | For | ||||
3 | Elect David B. Powers | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Element Solutions Inc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ESI | CUSIP 28618M106 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Martin E. Franklin | Mgmt | For | For | For | ||||
2 | Elect Benjamin Gliklich | Mgmt | For | For | For | ||||
3 | Elect Ian G.H. Ashken | Mgmt | For | For | For | ||||
4 | Elect Elyse Napoli Filon | Mgmt | For | For | For | ||||
5 | Elect Christopher T. Fraser | Mgmt | For | For | For | ||||
6 | Elect Michael F. Goss | Mgmt | For | For | For | ||||
7 | Elect Nichelle Maynard-Elliott | Mgmt | For | For | For | ||||
8 | Elect E. Stanley O'Neal | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
10 | Approval of the 2024 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
ESAB Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ESAB | CUSIP 29605J106 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mitchell P. Rales | Mgmt | For | For | For | ||||
2 | Elect Stephanie M. Phillipps | Mgmt | For | For | For | ||||
3 | Elect Didier Teirlinck | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Exponent, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EXPO | CUSIP 30214U102 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect George H. Brown | Mgmt | For | For | For | ||||
2 | Elect Catherine Ford Corrigan | Mgmt | For | For | For | ||||
3 | Elect Paul R. Johnston | Mgmt | For | For | For | ||||
4 | Elect Carol Lindstrom | Mgmt | For | For | For | ||||
5 | Elect Karen A. Richardson | Mgmt | For | For | For | ||||
6 | Elect Debra L. Zumwalt | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Fair Isaac Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FICO | CUSIP 303250104 | 03/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Braden R. Kelly | Mgmt | For | For | For | ||||
2 | Elect Fabiola R. Arredondo | Mgmt | For | For | For | ||||
3 | Elect James D. Kirsner | Mgmt | For | For | For | ||||
4 | Elect William J. Lansing | Mgmt | For | For | For | ||||
5 | Elect Eva Manolis | Mgmt | For | For | For | ||||
6 | Elect Marc F. McMorris | Mgmt | For | For | For | ||||
7 | Elect Joanna Rees | Mgmt | For | For | For | ||||
8 | Elect David A. Rey | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
First Financial Bankshares, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FFIN | CUSIP 32020R109 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect April Anthony | Mgmt | For | For | For | ||||
2 | Elect Vianei Lopez Braun | Mgmt | For | For | For | ||||
3 | Elect David Copeland | Mgmt | For | For | For | ||||
4 | Elect Mike Denny | Mgmt | For | For | For | ||||
5 | Elect F. Scott Dueser | Mgmt | For | For | For | ||||
6 | Elect Murray Edwards | Mgmt | For | For | For | ||||
7 | Elect Eli Jones | Mgmt | For | For | For | ||||
8 | Elect Tim Lancaster | Mgmt | For | For | For | ||||
9 | Elect Kade L. Matthews | Mgmt | For | For | For | ||||
10 | Elect Robert Nickles, Jr. | Mgmt | For | For | For | ||||
11 | Elect Johnny E. Trotter | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
FirstService Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FSV | CUSIP 33767E202 | 04/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Yousry Bissada | Mgmt | For | For | For | ||||
1.2 | Elect Elizabeth Carducci | Mgmt | For | For | For | ||||
1.3 | Elect Steve H. Grimshaw | Mgmt | For | Withhold | Against | ||||
1.4 | Elect Jay S. Hennick | Mgmt | For | For | For | ||||
1.5 | Elect D. Scott Patterson | Mgmt | For | For | For | ||||
1.6 | Elect Frederick F. Reichheld | Mgmt | For | Withhold | Against | ||||
1.7 | Elect Joan Eloise Sproul | Mgmt | For | For | For | ||||
1.8 | Elect Erin J. Wallace | Mgmt | For | Withhold | Against | ||||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
3 | Amendment to the Stock Option Plan | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Floor & Decor Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FND | CUSIP 339750101 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Dwight James | Mgmt | For | For | For | ||||
2 | Elect Melissa Kersey | Mgmt | For | For | For | ||||
3 | Elect Peter M. Starrett | Mgmt | For | For | For | ||||
4 | Elect Thomas V. Taylor, Jr. | Mgmt | For | For | For | ||||
5 | Elect George Vincent West | Mgmt | For | For | For | ||||
6 | Elect Charles Young | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Amendment to the 2017 Stock Incentive Plan | Mgmt | For | For | For | ||||
FormFactor, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FORM | CUSIP 346375108 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lothar Maier | Mgmt | For | For | For | ||||
2 | Elect Sheri Rhodes | Mgmt | For | For | For | ||||
3 | Elect Michael D. Slessor | Mgmt | For | For | For | ||||
4 | Elect Thomas M. St. Dennis | Mgmt | For | For | For | ||||
5 | Elect Jorge Titinger | Mgmt | For | For | For | ||||
6 | Elect Brian White | Mgmt | For | For | For | ||||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
8 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
Forward Air Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FWRD | CUSIP 349853101 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Ronald W. Allen | Mgmt | For | For | For | ||||
1.2 | Elect Ana B. Amicarella | Mgmt | For | For | For | ||||
1.3 | Elect Valerie A. Bonebrake | Mgmt | For | For | For | ||||
1.4 | Elect C. Robert Campbell | Mgmt | For | For | For | ||||
1.5 | Elect R. Craig Carlock | Mgmt | For | Withhold | Against | ||||
1.6 | Elect G. Michael Lynch | Mgmt | For | For | For | ||||
1.7 | Elect George S. Mayes, Jr. | Mgmt | For | For | For | ||||
1.8 | Elect Chitra Nayak | Mgmt | For | For | For | ||||
1.9 | Elect Scott M. Niswonger | Mgmt | For | For | For | ||||
1.10 | Elect Javier Polit | Mgmt | For | For | For | ||||
1.11 | Elect Thomas Schmitt | Mgmt | For | For | For | ||||
1.12 | Elect Laurie A. Tucker | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Fox Factory Holding Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FOXF | CUSIP 35138V102 | 05/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Elizabeth A. Fetter | Mgmt | For | For | For | ||||
2 | Elect Dudley Mendenhall | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Exculpation of Officers | Mgmt | For | Against | Against | ||||
6 | Remove Outdated Article Provisions | Mgmt | For | For | For | ||||
FTI Consulting, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FCN | CUSIP 302941109 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Brenda J. Bacon | Mgmt | For | For | For | ||||
2 | Elect Mark S. Bartlett | Mgmt | For | For | For | ||||
3 | Elect Elsy Boglioli | Mgmt | For | For | For | ||||
4 | Elect Claudio Costamagna | Mgmt | For | For | For | ||||
5 | Elect Nicholas C. Fanandakis | Mgmt | For | For | For | ||||
6 | Elect Steven H. Gunby | Mgmt | For | For | For | ||||
7 | Elect Gerard E. Holthaus | Mgmt | For | For | For | ||||
8 | Elect Stephen C. Robinson | Mgmt | For | For | For | ||||
9 | Elect Laureen E. Seeger | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Glacier Bancorp, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GBCI | CUSIP 37637Q105 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect David C. Boyles | Mgmt | For | For | For | ||||
1.2 | Elect Robert A. Cashell, Jr. | Mgmt | For | For | For | ||||
1.3 | Elect Randall M. Chesler | Mgmt | For | For | For | ||||
1.4 | Elect Sherry L. Cladouhos | Mgmt | For | For | For | ||||
1.5 | Elect Jesus T. Espinoza | Mgmt | For | For | For | ||||
1.6 | Elect Annie M. Goodwin | Mgmt | For | For | For | ||||
1.7 | Elect Kristen L. Heck | Mgmt | For | For | For | ||||
1.8 | Elect Michael B. Hormaechea | Mgmt | For | For | For | ||||
1.9 | Elect Craig A. Langel | Mgmt | For | For | For | ||||
1.10 | Elect Douglas J. McBride | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Graco Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GGG | CUSIP 384109104 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lee R. Mitau | Mgmt | For | For | For | ||||
2 | Elect Martha A. Morfitt | Mgmt | For | For | For | ||||
3 | Elect Mark W. Sheahan | Mgmt | For | For | For | ||||
4 | Elect Kevin J. Wheeler | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Grocery Outlet Holding Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GO | CUSIP 39874R101 | 06/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kenneth W. Alterman | Mgmt | For | For | For | ||||
2 | Elect John E. Bachman | Mgmt | For | For | For | ||||
3 | Elect Thomas F. Herman | Mgmt | For | For | For | ||||
4 | Elect Erik D. Ragatz | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Haemonetics Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HAE | CUSIP 405024100 | 08/05/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert E. Abernathy | Mgmt | For | For | For | ||||
2 | Elect Catherine M. Burzik | Mgmt | For | For | For | ||||
3 | Elect Michael J. Coyle | Mgmt | For | For | For | ||||
4 | Elect Charles J. Dockendorff | Mgmt | For | For | For | ||||
5 | Elect Lloyd E. Johnson | Mgmt | For | For | For | ||||
6 | Elect Mark W. Kroll | Mgmt | For | For | For | ||||
7 | Elect Claire Pomeroy | Mgmt | For | For | For | ||||
8 | Elect Christopher A. Simon | Mgmt | For | For | For | ||||
9 | Elect Ellen M. Zane | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
Hagerty, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HGTY | CUSIP 405166109 | 06/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect McKeel O. Hagerty | Mgmt | For | For | For | ||||
1.2 | Elect Michael E. Angelina | Mgmt | For | For | For | ||||
1.3 | Elect F. Michael Crowley | Mgmt | For | For | For | ||||
1.4 | Elect Laurie L. Harris | Mgmt | For | For | For | ||||
1.5 | Elect Robert I. Kauffman | Mgmt | For | For | For | ||||
1.6 | Elect Sabrina Kay | Mgmt | For | For | For | ||||
1.7 | Elect Mika Salmi | Mgmt | For | For | For | ||||
1.8 | Elect William H. Swanson | Mgmt | For | For | For | ||||
1.9 | Elect Randall Harbert | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
Hamilton Lane Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HLNE | CUSIP 407497106 | 09/01/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Hartley R. Rogers | Mgmt | For | For | For | ||||
1.2 | Elect Mario L. Giannini | Mgmt | For | Withhold | Against | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Amendment to the 2017 Equity Incentive Plan | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Hayward Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HAYW | CUSIP 421298100 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kevin Brown | Mgmt | For | For | For | ||||
2 | Elect Mark McFadden | Mgmt | For | For | For | ||||
3 | Elect Arthur Soucy | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Hillman Solutions Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HLMN | CUSIP 431636109 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Aaron Jagdfeld | Mgmt | For | For | For | ||||
2 | Elect David Owens | Mgmt | For | Against | Against | ||||
3 | Elect Philip Woodlief | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Houlihan Lokey, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HLI | CUSIP 441593100 | 09/21/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Scott L. Beiser | Mgmt | For | Withhold | Against | ||||
2 | Elect Todd J. Carter | Mgmt | For | Withhold | Against | ||||
3 | Elect Jacqueline B. Kosecoff | Mgmt | For | Withhold | Against | ||||
4 | Elect Paul A. Zuber | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Icon Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ICLR | CUSIP G4705A100 | 07/26/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steve Cutler | Mgmt | For | For | For | ||||
2 | Elect John Climax | Mgmt | For | For | For | ||||
3 | Elect Ronan Murphy | Mgmt | For | For | For | ||||
4 | Accounts and Reports | Mgmt | For | For | For | ||||
5 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
6 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
7 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
8 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
9 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
10 | Authorize Price Range for the Reissuance of Treasury Shares | Mgmt | For | For | For | ||||
Jack Henry & Associates, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
JKHY | CUSIP 426281101 | 11/15/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect David B. Foss | Mgmt | For | For | For | ||||
2 | Elect Matthew C. Flanigan | Mgmt | For | For | For | ||||
3 | Elect Thomas H. Wilson, Jr. | Mgmt | For | For | For | ||||
4 | Elect Jacque R. Fiegel | Mgmt | For | For | For | ||||
5 | Elect Thomas A. Wimsett | Mgmt | For | For | For | ||||
6 | Elect Laura G. Kelly | Mgmt | For | For | For | ||||
7 | Elect Shruti S. Miyashiro | Mgmt | For | For | For | ||||
8 | Elect Wesley A. Brown | Mgmt | For | For | For | ||||
9 | Elect Curtis A. Campbell | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
Kadant Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KAI | CUSIP 48282T104 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect John M. Albertine | Mgmt | For | Against | Against | ||||
2 | Elect Thomas C. Leonard | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Approval of Restricted Share Unit Grants to Non-Employee Directors | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Kirby Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KEX | CUSIP 497266106 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard J. Alario | Mgmt | For | For | For | ||||
2 | Elect Susan W. Dio | Mgmt | For | For | For | ||||
3 | Elect David W. Grzebinski | Mgmt | For | For | For | ||||
4 | Elect Richard R. Stewart | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Lakeland Financial Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LKFN | CUSIP 511656100 | 04/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect A. Faraz Abbasi | Mgmt | For | For | For | ||||
2 | Elect Blake W. Augsburger | Mgmt | For | For | For | ||||
3 | Elect Robert E. Bartels, Jr. | Mgmt | For | For | For | ||||
4 | Elect Darrianne Christian | Mgmt | For | For | For | ||||
5 | Elect David M. Findlay | Mgmt | For | For | For | ||||
6 | Elect Michael L. Kubacki | Mgmt | For | For | For | ||||
7 | Elect Emily E. Pichon | Mgmt | For | For | For | ||||
8 | Elect Steven D. Ross | Mgmt | For | For | For | ||||
9 | Elect Brian J. Smith | Mgmt | For | For | For | ||||
10 | Elect Bradley J. Toothaker | Mgmt | For | Withhold | Against | ||||
11 | Elect M. Scott Welch | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Lattice Semiconductor Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LSCC | CUSIP 518415104 | 05/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James R. Anderson | Mgmt | For | For | For | ||||
2 | Elect Robin A. Abrams | Mgmt | For | For | For | ||||
3 | Elect Douglas Bettinger | Mgmt | For | For | For | ||||
4 | Elect Mark E. Jensen | Mgmt | For | For | For | ||||
5 | Elect James P. Lederer | Mgmt | For | For | For | ||||
6 | Elect David Jeffrey Richardson | Mgmt | For | For | For | ||||
7 | Elect Elizabeth M. Schwarting | Mgmt | For | For | For | ||||
8 | Elect Raejeanne Skillern | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Approval of the 2023 Equity Incentive Plan | Mgmt | For | For | For | ||||
LCI Industries | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LCII | CUSIP 50189K103 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Tracy D. Graham | Mgmt | For | For | For | ||||
2 | Elect Brendan J. Deely | Mgmt | For | For | For | ||||
3 | Elect James F. Gero | Mgmt | For | For | For | ||||
4 | Elect Virginia L. Henkels | Mgmt | For | For | For | ||||
5 | Elect Jason D. Lippert | Mgmt | For | For | For | ||||
6 | Elect Stephanie K. Mains | Mgmt | For | For | For | ||||
7 | Elect Linda K. Myers | Mgmt | For | For | For | ||||
8 | Elect Kieran O'Sullivan | Mgmt | For | For | For | ||||
9 | Elect David A. Reed | Mgmt | For | For | For | ||||
10 | Elect John A. Sirpilla | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Lindsay Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LNN | CUSIP 535555106 | 01/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Michael Christodolou | Mgmt | For | For | For | ||||
1.2 | Elect Ibrahim Gokcen | Mgmt | For | For | For | ||||
1.3 | Elect David B. Rayburn | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Littelfuse, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LFUS | CUSIP 537008104 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kristina A. Cerniglia | Mgmt | For | For | For | ||||
2 | Elect Tzau-Jin Chung | Mgmt | For | For | For | ||||
3 | Elect Cary T. Fu | Mgmt | For | For | For | ||||
4 | Elect Maria C. Green | Mgmt | For | For | For | ||||
5 | Elect Anthony Grillo | Mgmt | For | For | For | ||||
6 | Elect David W. Heinzmann | Mgmt | For | For | For | ||||
7 | Elect Gordon Hunter | Mgmt | For | For | For | ||||
8 | Elect William P. Noglows | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Amendment to the Long-Term Incentive Plan | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Manhattan Associates, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MANH | CUSIP 562750109 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Eddie Capel | Mgmt | For | For | For | ||||
2 | Elect Charles E. Moran | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
MarketAxess Holdings Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MKTX | CUSIP 57060D108 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard M. McVey | Mgmt | For | For | For | ||||
2 | Elect Christopher R. Concannon | Mgmt | For | For | For | ||||
3 | Elect Nancy A. Altobello | Mgmt | For | For | For | ||||
4 | Elect Steven Begleiter | Mgmt | For | For | For | ||||
5 | Elect Stephen P. Casper | Mgmt | For | For | For | ||||
6 | Elect Jane P. Chwick | Mgmt | For | For | For | ||||
7 | Elect William F. Cruger, Jr. | Mgmt | For | For | For | ||||
8 | Elect Kourtney Gibson | Mgmt | For | For | For | ||||
9 | Elect Richard G. Ketchum | Mgmt | For | For | For | ||||
10 | Elect Emily H. Portney | Mgmt | For | For | For | ||||
11 | Elect Richard L. Prager | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Matador Resources Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MTDR | CUSIP 576485205 | 06/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Joseph Wm. Foran | Mgmt | For | For | For | ||||
2 | Elect Reynald A. Baribault | Mgmt | For | Against | Against | ||||
3 | Elect Timothy E. Parker | Mgmt | For | For | For | ||||
4 | Elect Shelley F. Appel | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
MKS Instruments, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MKSI | CUSIP 55306N104 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Peter J. Cannone | Mgmt | For | For | For | ||||
1.2 | Elect Joseph B. Donahue | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Model N, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MODN | CUSIP 607525102 | 02/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Tim Adams | Mgmt | For | For | For | ||||
1.2 | Elect Manisha Shetty Gulati | Mgmt | For | For | For | ||||
1.3 | Elect Scott Reese | Mgmt | For | For | For | ||||
2 | Amendment to the 2021 Equity Incentive Plan | Mgmt | For | Against | Against | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Neogen Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NEOG | CUSIP 640491106 | 08/17/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Merger Share Issuance | Mgmt | For | For | For | ||||
2 | Charter Amendment Proposal | Mgmt | For | For | For | ||||
3 | Change in Board Size | Mgmt | For | For | For | ||||
4 | Future Bylaw Amendments Proposal | Mgmt | For | Against | Against | ||||
5 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Neogen Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NEOG | CUSIP 640491106 | 10/06/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect John Adent | Mgmt | For | For | For | ||||
1.2 | Elect William T. Boehm | Mgmt | For | For | For | ||||
1.3 | Elect James P. Tobin | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
NetScout Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NTCT | CUSIP 64115T104 | 08/24/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Anil K. Singhal | Mgmt | For | For | For | ||||
2 | Elect Robert E. Donahue | Mgmt | For | For | For | ||||
3 | Elect John R. Egan | Mgmt | For | For | For | ||||
4 | Amendment to the 2019 Equity Incentive Plan | Mgmt | For | For | For | ||||
5 | Amendment to the 2011 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
Nexstar Media Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NXST | CUSIP 65336K103 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Repeal of Classified Board | Mgmt | For | For | For | ||||
2 | Adoption of Federal Forum Provision | Mgmt | For | Against | Against | ||||
3 | Amendment to Articles to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Mgmt | For | Against | Against | ||||
4 | Charter Amendments to Eliminate Certain Provisions that are No Longer Effective or Applicable | Mgmt | For | For | For | ||||
5 | Elect John R. Muse | Mgmt | For | Against | Against | ||||
6 | Elect I. Martin Pompadur | Mgmt | For | Against | Against | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 2 Years | 1 Year | Against | ||||
10 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
Nordson Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NDSN | CUSIP 655663102 | 02/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Sundaram Nagarajan | Mgmt | For | For | For | ||||
1.2 | Elect Michael J. Merriman, Jr. | Mgmt | For | For | For | ||||
1.3 | Elect Milton M. Morris | Mgmt | For | For | For | ||||
1.4 | Elect Mary G. Puma | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
6 | Elimination of Supermajority Requirement for Matters Requiring Shareholder Approval under the Ohio Revised Code | Mgmt | For | For | For | ||||
7 | Elimination of Supermajority Requirement in the Company Regulations | Mgmt | For | For | For | ||||
8 | Amendment to Articles Regarding Board Ability to Amend Regulations Without Shareholder Approval to the Extent Permitted by Ohio Law | Mgmt | For | For | For | ||||
Novanta Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NOVT | CUSIP 67000B104 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lonny J. Carpenter | Mgmt | For | For | For | ||||
2 | Elect Matthijs Glastra | Mgmt | For | For | For | ||||
3 | Elect Barbara B. Huilt | Mgmt | For | For | For | ||||
4 | Elect Maxine L. Mauricio | Mgmt | For | For | For | ||||
5 | Elect Katherine A. Owen | Mgmt | For | For | For | ||||
6 | Elect Thomas N. Secor | Mgmt | For | For | For | ||||
7 | Elect Darlene J.S. Solomon | Mgmt | For | For | For | ||||
8 | Elect Frank Anders Wilson | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
Oceaneering International, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OII | CUSIP 675232102 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect William B. Berry | Mgmt | For | For | For | ||||
2 | Elect Jon Erik Reinhardsen | Mgmt | For | Withhold | Against | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Omega Flex, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OFLX | CUSIP 682095104 | 06/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kevin R. Hoben | Mgmt | For | For | For | ||||
2 | Elect Mark F. Albino | Mgmt | For | For | For | ||||
3 | Elect James M. Dubin | Mgmt | For | Withhold | Against | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Omega Flex, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OFLX | CUSIP 682095104 | 07/12/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect J. Nicholas Filler | Mgmt | For | For | For | ||||
2 | Elect Derek W. Glanvill | Mgmt | For | Withhold | Against | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Pool Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
POOL | CUSIP 73278L105 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Peter D. Arvan | Mgmt | For | For | For | ||||
2 | Elect Martha S. Gervasi | Mgmt | For | For | For | ||||
3 | Elect James D. Hope | Mgmt | For | For | For | ||||
4 | Elect Debra S. Oler | Mgmt | For | For | For | ||||
5 | Elect Manuel J. Perez de la Mesa | Mgmt | For | For | For | ||||
6 | Elect Carlos A. Sabater | Mgmt | For | For | For | ||||
7 | Elect Robert C. Sledd | Mgmt | For | For | For | ||||
8 | Elect John E. Stokely | Mgmt | For | For | For | ||||
9 | Elect David G. Whalen | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Power Integrations, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
POWI | CUSIP 739276103 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Wendy Arienzo | Mgmt | For | For | For | ||||
2 | Elect Balu Balakrishnan | Mgmt | For | For | For | ||||
3 | Elect Nicholas E. Brathwaite | Mgmt | For | For | For | ||||
4 | Elect Anita Ganti | Mgmt | For | For | For | ||||
5 | Elect Nancy Gioia | Mgmt | For | For | For | ||||
6 | Elect Balakrishnan S. Iyer | Mgmt | For | For | For | ||||
7 | Elect Ravi Vig | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | N/A | 1 Year | N/A | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
Prosperity Bancshares, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PB | CUSIP 743606105 | 04/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kevin J. Hanigan | Mgmt | For | For | For | ||||
2 | Elect William T. Luedke IV | Mgmt | For | For | For | ||||
3 | Elect Perry Mueller, Jr. | Mgmt | For | Withhold | Against | ||||
4 | Elect Harrison Stafford II | Mgmt | For | For | For | ||||
5 | Elect Laura Murillo | Mgmt | For | For | For | ||||
6 | Elect Ileana Blanco | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Quaker Chemical Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KWR | CUSIP 747316107 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Charlotte C. Decker | Mgmt | For | For | For | ||||
2 | Elect Ramaswami Seshasayee | Mgmt | For | For | For | ||||
3 | Elect Andrew E. Tometich | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
6 | Approval of the 2023 Director Stock Ownership Plan | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
Qualys, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
QLYS | CUSIP 74758T303 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Wendy M. Pfeiffer | Mgmt | For | Withhold | Against | ||||
1.2 | Elect John Zangardi | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
RBC Bearings Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ROLL | CUSIP 75524B104 | 09/08/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael H. Ambrose | Mgmt | For | Against | Against | ||||
2 | Elect Daniel A. Bergeron | Mgmt | For | For | For | ||||
3 | Elect Edward D. Stewart | Mgmt | For | Against | Against | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Richelieu Hardware Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RCH | CUSIP 76329W103 | 04/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Sylvie Vachon | Mgmt | For | For | For | ||||
1.2 | Elect Lucie Chabot | Mgmt | For | For | For | ||||
1.3 | Elect Marie Lemay | Mgmt | For | For | For | ||||
1.4 | Elect Pierre Pomerleau | Mgmt | For | For | For | ||||
1.5 | Elect Luc Martin | Mgmt | For | For | For | ||||
1.6 | Elect Richard Lord | Mgmt | For | For | For | ||||
1.7 | Elect Marc Poulin | Mgmt | For | For | For | ||||
1.8 | Elect Robert Courteau | Mgmt | For | For | For | ||||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
RLI Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RLI | CUSIP 749607107 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kaj Ahlmann | Mgmt | For | For | For | ||||
2 | Elect Michael E. Angelina | Mgmt | For | For | For | ||||
3 | Elect David B. Duclos | Mgmt | For | For | For | ||||
4 | Elect Susan S. Fleming | Mgmt | For | For | For | ||||
5 | Elect Jordan W. Graham | Mgmt | For | For | For | ||||
6 | Elect Craig W. Kliethermes | Mgmt | For | For | For | ||||
7 | Elect Paul B. Medini | Mgmt | For | For | For | ||||
8 | Elect Jonathan E. Michael | Mgmt | For | For | For | ||||
9 | Elect Robert P. Restrepo, Jr. | Mgmt | For | For | For | ||||
10 | Elect Debbie S. Roberts | Mgmt | For | For | For | ||||
11 | Elect Michael J. Stone | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Amendment to Articles Regarding the Exculpation of Officers | Mgmt | For | Against | Against | ||||
14 | Approval of the 2023 Long-Term Incentive Plan | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
Rollins, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ROL | CUSIP 775711104 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jerry E. Gahlhoff, Jr. | Mgmt | For | For | For | ||||
2 | Elect Patrick Gunning | Mgmt | For | For | For | ||||
3 | Elect Gregory B. Morrison | Mgmt | For | For | For | ||||
4 | Elect Jerry W. Nix | Mgmt | For | For | For | ||||
5 | Elect P. Russell Hardin | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
Shift4 Payments, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FOUR | CUSIP 82452J109 | 06/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | �� | ||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Sam Bakhshandehpour | Mgmt | For | For | For | ||||
1.2 | Elect Jonathan S. Halkyard | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Donald Isaacman | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Simulations Plus, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SLP | CUSIP 829214105 | 02/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Walter S. Woltosz | Mgmt | For | For | For | ||||
1.2 | Elect John K. Paglia | Mgmt | For | For | For | ||||
1.3 | Elect Daniel L. Weiner | Mgmt | For | For | For | ||||
1.4 | Elect Lisa LaVange | Mgmt | For | For | For | ||||
1.5 | Elect Sharlene Evans | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Amendment to the 2021 Equity Incentive Plan | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
SiteOne Landscape Supply, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SITE | CUSIP 82982L103 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect William W Douglas, III | Mgmt | For | For | For | ||||
1.2 | Elect Jeri L. Isbell | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Sitio Royalties Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STR | CUSIP 82983N108 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Noam Lockshin | Mgmt | For | For | For | ||||
2 | Elect Christopher L. Conoscenti | Mgmt | For | For | For | ||||
3 | Elect Morris R. Clark | Mgmt | For | For | For | ||||
4 | Elect Alice E. Gould | Mgmt | For | For | For | ||||
5 | Elect Claire R. Harvey | Mgmt | For | Withhold | Against | ||||
6 | Elect Gayle L. Burleson | Mgmt | For | For | For | ||||
7 | Elect Jon-Al Duplantier | Mgmt | For | For | For | ||||
8 | Elect Richard K. Stoneburner | Mgmt | For | Withhold | Against | ||||
9 | Elect John R. Sult | Mgmt | For | Withhold | Against | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Sitio Royalties Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STR | CUSIP 82982V101 | 12/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Consent | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Merger/Acquisition | Mgmt | For | For | For | ||||
Southwestern Energy Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SWN | CUSIP 845467109 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect John D. Gass | Mgmt | For | For | For | ||||
2 | Elect S. P. Johnson IV | Mgmt | For | For | For | ||||
3 | Elect Catherine A. Kehr | Mgmt | For | For | For | ||||
4 | Elect Greg D. Kerley | Mgmt | For | For | For | ||||
5 | Elect Jon A. Marshall | Mgmt | For | For | For | ||||
6 | Elect Patrick M. Prevost | Mgmt | For | For | For | ||||
7 | Elect Anne Taylor | Mgmt | For | For | For | ||||
8 | Elect Denis J. Walsh III | Mgmt | For | For | For | ||||
9 | Elect William J. Way | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Reduce Ownership Threshold for Shareholders to Call a Special Meeting | Mgmt | For | For | For | ||||
14 | Amendment to Articles Regarding the Exculpation of Officers | Mgmt | For | Against | Against | ||||
15 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
SPS Commerce, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SPSC | CUSIP 78463M107 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Archie C. Black | Mgmt | For | For | For | ||||
2 | Elect James B. Ramsey | Mgmt | For | For | For | ||||
3 | Elect Marty M. Reaume | Mgmt | For | For | For | ||||
4 | Elect Tami L. Reller | Mgmt | For | For | For | ||||
5 | Elect Philip E. Soran | Mgmt | For | For | For | ||||
6 | Elect Anne Sempowski Ward | Mgmt | For | For | For | ||||
7 | Elect Sven A. Wehrwein | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
SPX Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SPXC | CUSIP 78473E103 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Rick D. Puckett | Mgmt | For | For | For | ||||
2 | Elect Meenal A. Sethna | Mgmt | For | For | For | ||||
3 | Elect Tana L. Utley | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Stevanato Group S.p.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STVN | CUSIP T9224W109 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Directors' Fees | Mgmt | For | For | For | ||||
4 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
5 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
6 | Amendments to Article 11 (Virtual Meetings) | Mgmt | For | For | For | ||||
Stock Yards Bancorp, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SYBT | CUSIP 861025104 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Shannon B. Arvin | Mgmt | For | For | For | ||||
2 | Elect Paul J Bickel III | Mgmt | For | For | For | ||||
3 | Elect Allison J. Donovan | Mgmt | For | For | For | ||||
4 | Elect David P. Heintzman | Mgmt | For | Against | Against | ||||
5 | Elect Carl G. Herde | Mgmt | For | For | For | ||||
6 | Elect James A. Hillebrand | Mgmt | For | For | For | ||||
7 | Elect Richard A. Lechleiter | Mgmt | For | For | For | ||||
8 | Elect Philip S Poindexter | Mgmt | For | For | For | ||||
9 | Elect Stephen M. Priebe | Mgmt | For | For | For | ||||
10 | Elect Edwin S. Saunier | Mgmt | For | For | For | ||||
11 | Elect John L. Schutte | Mgmt | For | For | For | ||||
12 | Elect Kathy C. Thompson | Mgmt | For | For | For | ||||
13 | Elect Laura L. Wells | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
TechTarget, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TTGT | CUSIP 87874R100 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael Cotoia | Mgmt | For | For | For | ||||
2 | Elect Roger M. Marino | Mgmt | For | For | For | ||||
3 | Elect Christina G. Van Houten | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
Tetra Tech, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TTEK | CUSIP 88162G103 | 02/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Dan L. Batrack | Mgmt | For | For | For | ||||
2 | Elect Gary R. Birkenbeuel | Mgmt | For | For | For | ||||
3 | Elect Prashant Gandhi | Mgmt | For | For | For | ||||
4 | Elect Joanne M. Maguire | Mgmt | For | For | For | ||||
5 | Elect Christiana Obiaya | Mgmt | For | For | For | ||||
6 | Elect Kimberly E. Ritrievi | Mgmt | For | For | For | ||||
7 | Elect J. Kenneth Thompson | Mgmt | For | For | For | ||||
8 | Elect Kirsten M. Volpi | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
Texas Pacific Land Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TPL | CUSIP 88262P102 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Rhys J. Best | Mgmt | For | For | For | ||||
2 | Elect Donald G. Cook | Mgmt | For | For | For | ||||
3 | Elect Donna E. Epps | Mgmt | For | For | For | ||||
4 | Elect Eric L. Oliver | Mgmt | For | Against | Against | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Repeal of Classified Board | Mgmt | For | For | For | ||||
7 | Increase in Authorized Common Stock | Mgmt | For | Against | Against | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | For | Against | ||||
10 | Shareholder Proposal Regarding a Potential Spin-Off | ShrHoldr | Against | Against | For | ||||
11 | Shareholder Proposal Regarding Release of Obligations of the Stockholders' Agreement | ShrHoldr | Against | For | Against | ||||
12 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | ||||
13 | Shareholder Proposal Regarding Majority Vote for Election of Directors | ShrHoldr | Against | For | Against | ||||
Texas Roadhouse, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TXRH | CUSIP 882681109 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael A. Crawford | Mgmt | For | For | For | ||||
2 | Elect Donna E. Epps | Mgmt | For | For | For | ||||
3 | Elect Gregory N. Moore | Mgmt | For | For | For | ||||
4 | Elect Gerald L. Morgan | Mgmt | For | For | For | ||||
5 | Elect Curtis A. Warfield | Mgmt | For | For | For | ||||
6 | Elect Kathleen M. Widmer | Mgmt | For | Withhold | Against | ||||
7 | Elect James R. Zarley | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Shareholder Proposal Regarding GHG Targets and Alignment with the Paris Agreement | ShrHoldr | Against | Against | For | ||||
The Toro Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TTC | CUSIP 891092108 | 03/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Jeffrey M. Ettinger | Mgmt | For | For | For | ||||
1.2 | Elect Eric P. Hansotia | Mgmt | For | For | For | ||||
1.3 | Elect D. Christian Koch | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Tidewater Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TDW | CUSIP 88642R109 | 06/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Darron M. Anderson | Mgmt | For | For | For | ||||
2 | Elect Melissa Cougle | Mgmt | For | For | For | ||||
3 | Elect Dick Fagerstal | Mgmt | For | For | For | ||||
4 | Elect Quintin V. Kneen | Mgmt | For | For | For | ||||
5 | Elect Louis A. Raspino | Mgmt | For | For | For | ||||
6 | Elect Robert E. Robotti | Mgmt | For | For | For | ||||
7 | Elect Kenneth H. Traub | Mgmt | For | For | For | ||||
8 | Elect Lois K. Zabrocky | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
Tractor Supply Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TSCO | CUSIP 892356106 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Joy Brown | Mgmt | For | For | For | ||||
2 | Elect Ricardo Cardenas | Mgmt | For | For | For | ||||
3 | Elect Andre J. Hawaux | Mgmt | For | For | For | ||||
4 | Elect Denise L. Jackson | Mgmt | For | For | For | ||||
5 | Elect Ramkumar Krishnan | Mgmt | For | For | For | ||||
6 | Elect Edna K. Morris | Mgmt | For | For | For | ||||
7 | Elect Mark J. Weikel | Mgmt | For | For | For | ||||
8 | Elect Harry A. Lawton III | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Transcat, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TRNS | CUSIP 893529107 | 09/07/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Charles P. Hadeed | Mgmt | For | For | For | ||||
1.2 | Elect Cynthia Langston | Mgmt | For | For | For | ||||
1.3 | Elect Paul D. Moore | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Tyler Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TYL | CUSIP 902252105 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Glenn A. Carter | Mgmt | For | Withhold | Against | ||||
1.2 | Elect Brenda A. Cline | Mgmt | For | For | For | ||||
1.3 | Elect Ronnie D. Hawkins Jr. | Mgmt | For | For | For | ||||
1.4 | Elect Mary L. Landrieu | Mgmt | For | For | For | ||||
1.5 | Elect John S. Marr, Jr. | Mgmt | For | For | For | ||||
1.6 | Elect H. Lynn Moore, Jr. | Mgmt | For | For | For | ||||
1.7 | Elect Daniel M. Pope | Mgmt | For | For | For | ||||
1.8 | Elect Dustin R. Womble | Mgmt | For | Withhold | Against | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
UFP Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UFPT | CUSIP 902673102 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect R. Jeffrey Bailly | Mgmt | For | For | For | ||||
1.2 | Elect Thomas Oberdorf | Mgmt | For | For | For | ||||
1.3 | Elect Marc Kozin | Mgmt | For | For | For | ||||
1.4 | Elect Daniel C. Croteau | Mgmt | For | For | For | ||||
1.5 | Elect Cynthia L. Feldmann | Mgmt | For | For | For | ||||
1.6 | Elect Joseph John Hassett | Mgmt | For | For | For | ||||
1.7 | Elect Symeria Hudson | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Amendment to Articles Regarding Officer Exculpation And Other Technical Changes | Mgmt | For | Against | Against | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
United Community Banks, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UCBI | CUSIP 90984P303 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Jennifer M. Bazante | Mgmt | For | For | For | ||||
1.2 | Elect George B. Bell | Mgmt | For | For | For | ||||
1.3 | Elect James P. Clements | Mgmt | For | For | For | ||||
1.4 | Elect Kenneth L. Daniels | Mgmt | For | For | For | ||||
1.5 | Elect Lance F. Drummond | Mgmt | For | For | For | ||||
1.6 | Elect H. Lynn Harton | Mgmt | For | For | For | ||||
1.7 | Elect Jennifer K. Mann | Mgmt | For | For | For | ||||
1.8 | Elect Thomas A. Richlovsky | Mgmt | For | For | For | ||||
1.9 | Elect David C. Shaver | Mgmt | For | For | For | ||||
1.10 | Elect Tim R. Wallis | Mgmt | For | For | For | ||||
1.11 | Elect David H. Wilkins | Mgmt | For | Withhold | Against | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Utz Brands, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UTZ | CUSIP 918090101 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Timothy P. Brown | Mgmt | For | For | For | ||||
1.2 | Elect Christina Choi | Mgmt | For | For | For | ||||
1.3 | Elect Roger K. Deromedi | Mgmt | For | For | For | ||||
1.4 | Elect Dylan B. Lissette | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Valmont Industries, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VMI | CUSIP 920253101 | 04/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Mogens C. Bay | Mgmt | For | For | For | ||||
1.2 | Elect Ritu C. Favre | Mgmt | For | For | For | ||||
1.3 | Elect Richard A. Lanoha | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Vertex, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VERX | CUSIP 92538J106 | 06/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Eric C. Andersen | Mgmt | For | For | For | ||||
1.2 | Elect David DeStefano | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
Watsco, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WSO | CUSIP 942622200 | 06/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Ana Lopez-Blazquez | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
WD-40 Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WDFC | CUSIP 929236107 | 12/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steven A. Brass | Mgmt | For | For | For | ||||
2 | Elect Cynthia B. Burks | Mgmt | For | For | For | ||||
3 | Elect Daniel T. Carter | Mgmt | For | For | For | ||||
4 | Elect Melissa Claassen | Mgmt | For | For | For | ||||
5 | Elect Eric P. Etchart | Mgmt | For | For | For | ||||
6 | Elect Lara L. Lee | Mgmt | For | For | For | ||||
7 | Elect Edward O. Magee, Jr. | Mgmt | For | For | For | ||||
8 | Elect Trevor I. Mihalik | Mgmt | For | For | For | ||||
9 | Elect Graciela I. Monteagudo | Mgmt | For | For | For | ||||
10 | Elect David B. Pendarvis | Mgmt | For | For | For | ||||
11 | Elect Gregory A. Sandfort | Mgmt | For | For | For | ||||
12 | Elect Anne G. Saunders | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
West Pharmaceutical Services, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WST | CUSIP 955306105 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark A. Buthman | Mgmt | For | For | For | ||||
2 | Elect William F. Feehery | Mgmt | For | For | For | ||||
3 | Elect Robert F. Friel | Mgmt | For | For | For | ||||
4 | Elect Eric M. Green | Mgmt | For | For | For | ||||
5 | Elect Thomas W. Hofmann | Mgmt | For | For | For | ||||
6 | Elect Molly E. Joseph | Mgmt | For | For | For | ||||
7 | Elect Deborah L. V. Keller | Mgmt | For | For | For | ||||
8 | Elect Myla P. Lai-Goldman | Mgmt | For | For | For | ||||
9 | Elect Stephen H. Lockhart | Mgmt | For | For | For | ||||
10 | Elect Douglas A. Michels | Mgmt | For | For | For | ||||
11 | Elect Paolo Pucci | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
XPEL, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
XPEL | CUSIP 98379L100 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Ryan L. Pape | Mgmt | For | For | For | ||||
1.2 | Elect Mark E. Adams | Mgmt | For | For | For | ||||
1.3 | Elect Stacy L. Bogart | Mgmt | For | For | For | ||||
1.4 | Elect Richard K. Crumly | Mgmt | For | For | For | ||||
1.5 | Elect Michael Klonne | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Amendment to the 2020 Equity Incentive Plan | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Zebra Technologies Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ZBRA | CUSIP 989207105 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect William J Burns | Mgmt | For | For | For | ||||
2 | Elect Linda M. Connly | Mgmt | For | For | For | ||||
3 | Elect Anders Gustafsson | Mgmt | For | For | For | ||||
4 | Elect Janice M. Roberts | Mgmt | For | Against | Against | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
Fund Name : Neuberger Berman Global Real Estate Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
American Homes 4 Rent | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMH | CUSIP 02665T306 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Matthew J. Hart | Mgmt | For | For | For | ||||
2 | Elect David P. Singelyn | Mgmt | For | For | For | ||||
3 | Elect Douglas N. Benham | Mgmt | For | For | For | ||||
4 | Elect John Corrigan | Mgmt | For | For | For | ||||
5 | Elect David Goldberg | Mgmt | For | For | For | ||||
6 | Elect Tamara Hughes Gustavson | Mgmt | For | For | For | ||||
7 | Elect Michelle C. Kerrick | Mgmt | For | For | For | ||||
8 | Elect James H. Kropp | Mgmt | For | For | For | ||||
9 | Elect Lynn C. Swann | Mgmt | For | For | For | ||||
10 | Elect Winifred Webb | Mgmt | For | For | For | ||||
11 | Elect Jay Willoughby | Mgmt | For | For | For | ||||
12 | Elect Matthew R. Zaist | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
American Tower Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMT | CUSIP 03027X100 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Thomas A. Bartlett | Mgmt | For | For | For | ||||
2 | Elect Kelly C. Chambliss | Mgmt | For | For | For | ||||
3 | Elect Teresa H. Clarke | Mgmt | For | For | For | ||||
4 | Elect Raymond P. Dolan | Mgmt | For | For | For | ||||
5 | Elect Kenneth R. Frank | Mgmt | For | For | For | ||||
6 | Elect Robert D. Hormats | Mgmt | For | For | For | ||||
7 | Elect Grace D. Lieblein | Mgmt | For | For | For | ||||
8 | Elect Craig Macnab | Mgmt | For | For | For | ||||
9 | Elect JoAnn A. Reed | Mgmt | For | For | For | ||||
10 | Elect Pamela D.A. Reeve | Mgmt | For | For | For | ||||
11 | Elect Bruce L. Tanner | Mgmt | For | For | For | ||||
12 | Elect Samme L. Thompson | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Apartment Income REIT Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AIRC | CUSIP 03750L109 | 12/07/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Terry Considine | Mgmt | For | For | For | ||||
2 | Elect Thomas N. Bohjalian | Mgmt | For | For | For | ||||
3 | Elect Kristin Finney-Cooke | Mgmt | For | For | For | ||||
4 | Elect Thomas L. Keltner | Mgmt | For | For | For | ||||
5 | Elect Devin I. Murphy | Mgmt | For | For | For | ||||
6 | Elect Margarita Palau-Hernandez | Mgmt | For | For | For | ||||
7 | Elect John D. Rayis | Mgmt | For | For | For | ||||
8 | Elect Ann Sperling | Mgmt | For | For | For | ||||
9 | Elect Nina A. Tran | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | Against | Against | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Amendment to the 2020 Stock Award and Incentive Plan | Mgmt | For | For | For | ||||
Argan | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ARG | CINS F0378V109 | 03/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
9 | Accounts and Reports; Ratification of Acts; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
10 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
11 | Allocation of Profits | Mgmt | For | For | For | ||||
12 | Allocation of Dividends | Mgmt | For | For | For | ||||
13 | Scrip Dividend | Mgmt | For | For | For | ||||
14 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
15 | 2023 Remuneration Policy (Corporate Officers) | Mgmt | For | Against | Against | ||||
16 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
17 | 2022 Remuneration of Ronan Le Lan, Management Board Chair | Mgmt | For | Against | Against | ||||
18 | 2022 Remuneration of Francis Albertinelli, Management Board Member | Mgmt | For | Against | Against | ||||
19 | 2022 Remuneration of Frederic Larroumets, Management Board Member | Mgmt | For | Against | Against | ||||
20 | 2022 Remuneration of Jean-Claude Le Lan Junior, Management Board Member (Until March 23, 2022) | Mgmt | For | For | For | ||||
21 | 2022 Remuneration of Jean-Claude Le Lan, Supervisory Board Chair | Mgmt | For | For | For | ||||
22 | 2023 Supervisory Board Members' Fees | Mgmt | For | For | For | ||||
23 | Elect Nicolas Le Lan | Mgmt | For | For | For | ||||
24 | Elect Predica (Najat Aasqui) | Mgmt | For | Against | Against | ||||
25 | Elect Emmanuel Chabas as Censor | Mgmt | For | Against | Against | ||||
26 | Appointment of Auditor (Mazars) | Mgmt | For | For | For | ||||
27 | Authority to Repurchase and Reissue Shares | Mgmt | For | Against | Against | ||||
28 | Authority to Increase Capital Through Capitalisations | Mgmt | For | Against | Against | ||||
29 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | Against | Against | ||||
30 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights and to Increase Capital in Case of Exchange Offer | Mgmt | For | Against | Against | ||||
31 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | Against | Against | ||||
32 | Authority to Set Offering Price of Shares | Mgmt | For | Against | Against | ||||
33 | Greenshoe | Mgmt | For | Against | Against | ||||
34 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | Against | Against | ||||
35 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
36 | Global Ceiling on Capital Increases | Mgmt | For | For | For | ||||
37 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
38 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
39 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Boston Properties, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BXP | CUSIP 101121101 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kelly A. Ayotte | Mgmt | For | For | For | ||||
2 | Elect Bruce W. Duncan | Mgmt | For | For | For | ||||
3 | Elect Carol B. Einiger | Mgmt | For | For | For | ||||
4 | Elect Diane J. Hoskins | Mgmt | For | For | For | ||||
5 | Elect Mary E. Kipp | Mgmt | For | For | For | ||||
6 | Elect Joel I. Klein | Mgmt | For | For | For | ||||
7 | Elect Douglas T. Linde | Mgmt | For | For | For | ||||
8 | Elect Matthew J. Lustig | Mgmt | For | For | For | ||||
9 | Elect Owen D. Thomas | Mgmt | For | For | For | ||||
10 | Elect William H. Walton, III | Mgmt | For | For | For | ||||
11 | Elect Derek Anthony West | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Brookfield Asset Management Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BAM.A | CUSIP 112585104 | 11/09/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Spin-off | Mgmt | For | For | For | ||||
2 | Manager Management Share Option Plan | Mgmt | For | For | For | ||||
3 | Manager Non-Qualified Management Share Option Plan | Mgmt | For | For | For | ||||
4 | Manager Escrowed Stock Plan | Mgmt | For | For | For | ||||
Canadian Apartment Properties REIT | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CAR.UN | CUSIP 134921105 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Lori-Ann Beausoleil | Mgmt | For | For | For | ||||
1.2 | Elect Harold Burke | Mgmt | For | For | For | ||||
1.3 | Elect Gina Parvaneh Cody | Mgmt | For | For | For | ||||
1.4 | Elect Mark Kenney | Mgmt | For | For | For | ||||
1.5 | Elect Gervais Levasseur | Mgmt | For | For | For | ||||
1.6 | Elect Ken Silver | Mgmt | For | For | For | ||||
1.7 | Elect Jennifer Stoddart | Mgmt | For | For | For | ||||
1.8 | Elect Elaine Todres | Mgmt | For | For | For | ||||
1.9 | Elect Rene Tremblay | Mgmt | For | For | For | ||||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Cellnex Telecom S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CLNX | CINS E2R41M104 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Ordinary | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Report on Non-Financial Information | Mgmt | For | For | For | ||||
4 | Allocation of Losses | Mgmt | For | For | For | ||||
5 | Ratification of Board Acts | Mgmt | For | For | For | ||||
6 | Authority to Distribute Special Dividends | Mgmt | For | For | For | ||||
7 | Appointment of Auditor | Mgmt | For | For | For | ||||
8 | Directors' Fees | Mgmt | For | For | For | ||||
9 | Amendment of Remuneration Policy | Mgmt | For | Against | Against | ||||
10 | Board Size | Mgmt | For | For | For | ||||
11 | Elect Marieta del Rivero Bermejo | Mgmt | For | For | For | ||||
12 | Elect Christian Coco | Mgmt | For | For | For | ||||
13 | Ratify Co-Option and Elect Ana Garcia Fau | Mgmt | For | For | For | ||||
14 | Ratify Co-Option and Elect Jonathan Amouyal | Mgmt | For | For | For | ||||
15 | Ratify Co-Option and Elect Maria Teresa Ballester Fornes | Mgmt | For | For | For | ||||
16 | Elect Oscar Fanjul Martin | Mgmt | For | For | For | ||||
17 | Elect Dominique DHinnin | Mgmt | For | For | For | ||||
18 | Elect Marco Patuano | Mgmt | For | For | For | ||||
19 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Convertible Debt Instruments | Mgmt | For | Abstain | Against | ||||
22 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
23 | Remuneration Report | Mgmt | For | Against | Against | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Charter Hall Long WALE REIT | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CLW | CINS Q2308E106 | 10/20/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Re-elect Peeyush Gupta | Mgmt | For | For | For | ||||
Charter Hall Retail REIT | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CQR | CINS Q2308D108 | 11/07/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Re-elect Sue Palmer | Mgmt | For | For | For | ||||
CK Asset Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1113 | CINS G2177B101 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect Victor LI Tzar Kuoi | Mgmt | For | Against | Against | ||||
6 | Elect Justin CHIU Kwok Hung | Mgmt | For | For | For | ||||
7 | Elect Raymond CHOW Wai Kam | Mgmt | For | For | For | ||||
8 | Elect Henry CHEONG Ying Chew | Mgmt | For | Against | Against | ||||
9 | Elect Stephen Edward Bradley | Mgmt | For | Against | Against | ||||
10 | Elect KWOK Eva Lee | Mgmt | For | For | For | ||||
11 | Elect SNG Sow Mei alias POON Sow Mei | Mgmt | For | For | For | ||||
12 | Elect Donny LAM Siu Hong | Mgmt | For | For | For | ||||
13 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Crown Castle Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CCI | CUSIP 22822V101 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect P. Robert Bartolo | Mgmt | For | For | For | ||||
2 | Elect Jay A. Brown | Mgmt | For | For | For | ||||
3 | Elect Cindy Christy | Mgmt | For | For | For | ||||
4 | Elect Ari Q. Fitzgerald | Mgmt | For | For | For | ||||
5 | Elect Andrea J. Goldsmith | Mgmt | For | For | For | ||||
6 | Elect Tammy K. Jones | Mgmt | For | For | For | ||||
7 | Elect Anthony J. Melone | Mgmt | For | For | For | ||||
8 | Elect W. Benjamin Moreland | Mgmt | For | For | For | ||||
9 | Elect Kevin A. Stephens | Mgmt | For | For | For | ||||
10 | Elect Matthew Thornton III | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Amendment to Articles Regarding Officer Exculpation | Mgmt | For | Against | Against | ||||
Digital Realty Trust, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DLR | CUSIP 253868103 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Alexis Black Bjorlin | Mgmt | For | Against | Against | ||||
2 | Elect VeraLinn Jamieson | Mgmt | For | For | For | ||||
3 | Elect Kevin J. Kennedy | Mgmt | For | For | For | ||||
4 | Elect William G. LaPerch | Mgmt | For | For | For | ||||
5 | Elect Jean F.H.P. Mandeville | Mgmt | For | For | For | ||||
6 | Elect Afshin Mohebbi | Mgmt | For | For | For | ||||
7 | Elect Mark R. Patterson | Mgmt | For | For | For | ||||
8 | Elect Mary Hogan Preusse | Mgmt | For | For | For | ||||
9 | Elect Andrew P. Power | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Concealment Clauses | ShrHoldr | Against | Abstain | N/A | ||||
14 | Shareholder Proposal Regarding Report on Racism in Company Culture | ShrHoldr | Against | Against | For | ||||
Duke Realty Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DRE | CUSIP 264411505 | 09/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Merger with Prologis | Mgmt | For | For | For | ||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | Against | Against | ||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
EastGroup Properties Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EGP | CUSIP 277276101 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect D. Pike Aloian | Mgmt | For | For | For | ||||
2 | Elect H. Eric Bolton, Jr. | Mgmt | For | For | For | ||||
3 | Elect Donald F. Colleran | Mgmt | For | For | For | ||||
4 | Elect David M. Fields | Mgmt | For | For | For | ||||
5 | Elect Marshall A. Loeb | Mgmt | For | For | For | ||||
6 | Elect Mary E. McCormick | Mgmt | For | For | For | ||||
7 | Elect Katherine M. Sandstrom | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Approval of the 2023 Equity Incentive Plan | Mgmt | For | For | For | ||||
Equinix, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EQIX | CUSIP 29444U700 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nanci E. Caldwell | Mgmt | For | For | For | ||||
2 | Elect Adaire Fox-Martin | Mgmt | For | For | For | ||||
3 | Elect Ron Guerrier | Mgmt | For | Abstain | Against | ||||
4 | Elect Gary F. Hromadko | Mgmt | For | For | For | ||||
5 | Elect Charles Meyers | Mgmt | For | For | For | ||||
6 | Elect Thomas S. Olinger | Mgmt | For | For | For | ||||
7 | Elect Christopher B. Paisley | Mgmt | For | For | For | ||||
8 | Elect Jeetendra I. Patel | Mgmt | For | For | For | ||||
9 | Elect Sandra Rivera | Mgmt | For | For | For | ||||
10 | Elect Fidelma Russo | Mgmt | For | For | For | ||||
11 | Elect Peter F. Van Camp | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
Equity LifeStyle Properties, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ELS | CUSIP 29472R108 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Andrew Berkenfield | Mgmt | For | For | For | ||||
1.2 | Elect Derrick Burks | Mgmt | For | For | For | ||||
1.3 | Elect Philip C. Calian | Mgmt | For | For | For | ||||
1.4 | Elect David J. Contis | Mgmt | For | For | For | ||||
1.5 | Elect Constance Freedman | Mgmt | For | For | For | ||||
1.6 | Elect Thomas P. Heneghan | Mgmt | For | For | For | ||||
1.7 | Elect Marguerite Nader | Mgmt | For | For | For | ||||
1.8 | Elect Scott R. Peppet | Mgmt | For | For | For | ||||
1.9 | Elect Sheli Z. Rosenberg | Mgmt | For | For | For | ||||
1.10 | Elect Samuel Zell | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Equity Residential | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EQR | CUSIP 29476L107 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Angela M. Aman | Mgmt | For | For | For | ||||
1.2 | Elect Linda Walker Bynoe | Mgmt | For | For | For | ||||
1.3 | Elect Mary Kay Haben | Mgmt | For | For | For | ||||
1.4 | Elect Tahsinul Zia Huque | Mgmt | For | For | For | ||||
1.5 | Elect John E. Neal | Mgmt | For | For | For | ||||
1.6 | Elect David J. Neithercut | Mgmt | For | For | For | ||||
1.7 | Elect Mark J. Parrell | Mgmt | For | For | For | ||||
1.8 | Elect Mark S. Shapiro | Mgmt | For | For | For | ||||
1.9 | Elect Stephen E. Sterrett | Mgmt | For | For | For | ||||
1.10 | Elect Samuel Zell | Mgmt | For | Withhold | Against | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Essex Property Trust, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ESS | CUSIP 297178105 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Keith R. Guericke | Mgmt | For | For | For | ||||
2 | Elect Maria R. Hawthorne | Mgmt | For | For | For | ||||
3 | Elect Amal M. Johnson | Mgmt | For | For | For | ||||
4 | Elect Mary Kasaris | Mgmt | For | For | For | ||||
5 | Elect Angela L. Kleiman | Mgmt | For | For | For | ||||
6 | Elect Irving F. Lyons, III | Mgmt | For | For | For | ||||
7 | Elect George M. Marcus | Mgmt | For | Against | Against | ||||
8 | Elect Thomas E. Robinson | Mgmt | For | For | For | ||||
9 | Elect Michael J. Schall | Mgmt | For | For | For | ||||
10 | Elect Byron A. Scordelis | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation-ONE (1) YEAR | Mgmt | 1 Year | 1 Year | For | ||||
Extra Space Storage Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EXR | CUSIP 30225T102 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kenneth M. Woolley | Mgmt | For | For | For | ||||
2 | Elect Joseph D. Margolis | Mgmt | For | For | For | ||||
3 | Elect Roger B. Porter | Mgmt | For | For | For | ||||
4 | Elect Jennifer Blouin | Mgmt | For | For | For | ||||
5 | Elect Joseph J. Bonner | Mgmt | For | For | For | ||||
6 | Elect Gary L. Crittenden | Mgmt | For | For | For | ||||
7 | Elect Spencer F. Kirk | Mgmt | For | For | For | ||||
8 | Elect Diane Olmstead | Mgmt | For | For | For | ||||
9 | Elect Jefferson S. Shreve | Mgmt | For | For | For | ||||
10 | Elect Julia Vander Ploeg | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Gecina | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GFC | CINS F4268U171 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
9 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
10 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
11 | Use/Transfer of Reserves | Mgmt | For | For | For | ||||
12 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
13 | Scrip Dividend | Mgmt | For | For | For | ||||
14 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
15 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
16 | 2022 Remuneration of Jerome Brunel, Chair | Mgmt | For | For | For | ||||
17 | 2022 Remuneration of Meka Brunel, CEO (Until April 21, 2022) | Mgmt | For | For | For | ||||
18 | 2022 Remuneration of Benat Ortega, CEO (Since April 21, 2022) | Mgmt | For | For | For | ||||
19 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
20 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | ||||
21 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | ||||
22 | Elect Dominique Dudan | Mgmt | For | For | For | ||||
23 | Elect Predica (Matthieu Lance) | Mgmt | For | For | For | ||||
24 | Elect Benat Ortega | Mgmt | For | For | For | ||||
25 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
26 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
Healthcare Trust of America, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HTA | CUSIP 42225P501 | 07/15/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Issuance of Stock for Reverse Merger with Healthcare Realty | Mgmt | For | For | For | ||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | ||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Healthpeak Properties, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PEAK | CUSIP 42250P103 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Scott M. Brinker | Mgmt | For | For | For | ||||
2 | Elect Brian G. Cartwright | Mgmt | For | For | For | ||||
3 | Elect James B. Connor | Mgmt | For | For | For | ||||
4 | Elect Christine N. Garvey | Mgmt | For | For | For | ||||
5 | Elect R. Kent Griffin Jr. | Mgmt | For | For | For | ||||
6 | Elect David B. Henry | Mgmt | For | For | For | ||||
7 | Elect Sara G. Lewis | Mgmt | For | For | For | ||||
8 | Elect Katherine M. Sandstrom | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Approval of the 2023 Performance Incentive Plan | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Invitation Homes Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INVH | CUSIP 46187W107 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Michael D. Fascitelli | Mgmt | For | For | For | ||||
1.2 | Elect Dallas B. Tanner | Mgmt | For | For | For | ||||
1.3 | Elect Jana Cohen Barbe | Mgmt | For | For | For | ||||
1.4 | Elect Richard D. Bronson | Mgmt | For | For | For | ||||
1.5 | Elect Jeffrey E. Kelter | Mgmt | For | For | For | ||||
1.6 | Elect Joseph D. Margolis | Mgmt | For | For | For | ||||
1.7 | Elect John B. Rhea | Mgmt | For | For | For | ||||
1.8 | Elect Janice L. Sears | Mgmt | For | For | For | ||||
1.9 | Elect Frances Aldrich Sevilla-Sacasa | Mgmt | For | For | For | ||||
1.10 | Elect Keith D. Taylor | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Iron Mountain Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
IRM | CUSIP 46284V101 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jennifer Allerton | Mgmt | For | For | For | ||||
2 | Elect Pamela M. Arway | Mgmt | For | For | For | ||||
3 | Elect Clarke H. Bailey | Mgmt | For | For | For | ||||
4 | Elect Kent P. Dauten | Mgmt | For | For | For | ||||
5 | Elect Monte E. Ford | Mgmt | For | For | For | ||||
6 | Elect Robin L. Matlock | Mgmt | For | For | For | ||||
7 | Elect William L. Meaney | Mgmt | For | For | For | ||||
8 | Elect Wendy J. Murdock | Mgmt | For | For | For | ||||
9 | Elect Walter C. Rakowich | Mgmt | For | For | For | ||||
10 | Elect Doyle R. Simons | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Kimco Realty Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KIM | CUSIP 49446R109 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Milton Cooper | Mgmt | For | For | For | ||||
2 | Elect Philip E. Coviello | Mgmt | For | For | For | ||||
3 | Elect Conor C. Flynn | Mgmt | For | For | For | ||||
4 | Elect Frank Lourenso | Mgmt | For | For | For | ||||
5 | Elect Henry Moniz | Mgmt | For | For | For | ||||
6 | Elect Mary Hogan Preusse | Mgmt | For | For | For | ||||
7 | Elect Valerie Richardson | Mgmt | For | For | For | ||||
8 | Elect Richard B. Saltzman | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
Land Securities Group plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LAND | CINS G5375M142 | 07/07/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Elect Mark Allan | Mgmt | For | For | For | ||||
5 | Elect Vanessa Simms | Mgmt | For | For | For | ||||
6 | Elect Colette O'Shea | Mgmt | For | For | For | ||||
7 | Elect Edward H. Bonham Carter | Mgmt | For | For | For | ||||
8 | Elect Nicholas Cadbury | Mgmt | For | For | For | ||||
9 | Elect Madeleine Cosgrave | Mgmt | For | For | For | ||||
10 | Elect Christophe Evain | Mgmt | For | For | For | ||||
11 | Elect Cressida Hogg | Mgmt | For | For | For | ||||
12 | Elect Manjiry Tamhane | Mgmt | For | For | For | ||||
13 | Appointment of Auditor | Mgmt | For | For | For | ||||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
15 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
17 | Sharesave Plan | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Life Storage, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LSI | CUSIP 53223X107 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark G. Barberio | Mgmt | For | For | For | ||||
2 | Elect Joseph V. Saffire | Mgmt | For | For | For | ||||
3 | Elect Stephen R. Rusmisel | Mgmt | For | For | For | ||||
4 | Elect Arthur L. Havener, Jr. | Mgmt | For | For | For | ||||
5 | Elect Dana Hamilton | Mgmt | For | For | For | ||||
6 | Elect Edward J. Pettinella | Mgmt | For | For | For | ||||
7 | Elect David L. Rogers | Mgmt | For | For | For | ||||
8 | Elect Susan S. Harnett | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Mapletree Commercial Trust | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
N2IU | CINS Y5759T101 | 07/29/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
3 | Authority to Issue Units w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
Mitsubishi Estate Company, Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
8802 | CINS J43916113 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Junichi Yoshida | Mgmt | For | For | For | ||||
4 | Elect Atsushi Nakajima | Mgmt | For | For | For | ||||
5 | Elect Bunroku Naganuma | Mgmt | For | For | For | ||||
6 | Elect Naoki Umeda | Mgmt | For | For | For | ||||
7 | Elect Mikihito Hirai | Mgmt | For | For | For | ||||
8 | Elect Noboru Nishigai | Mgmt | For | For | For | ||||
9 | Elect Hiroshi Katayama | Mgmt | For | For | For | ||||
10 | Elect Tsuyoshi Okamoto | Mgmt | For | For | For | ||||
11 | Elect Tetsuo Narukawa | Mgmt | For | For | For | ||||
12 | Elect Masaaki Shirakawa | Mgmt | For | For | For | ||||
13 | Elect Shin Nagase | Mgmt | For | For | For | ||||
14 | Elect Wataru Sueyoshi | Mgmt | For | For | For | ||||
15 | Elect Ayako Sonoda | Mgmt | For | For | For | ||||
16 | Elect Melanie Brock | Mgmt | For | For | For | ||||
Mitsui Fudosan Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
8801 | CINS J4509L101 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Masanobu Komoda | Mgmt | For | For | For | ||||
4 | Elect Takashi Ueda | Mgmt | For | For | For | ||||
5 | Elect Takashi Yamamoto | Mgmt | For | For | For | ||||
6 | Elect Takayuki Miki | Mgmt | For | For | For | ||||
7 | Elect Yoshihiro Hirokawa | Mgmt | For | For | For | ||||
8 | Elect Shingo Suzuki | Mgmt | For | For | For | ||||
9 | Elect Makoto Tokuda | Mgmt | For | For | For | ||||
10 | Elect Hisashi Osawa | Mgmt | For | For | For | ||||
11 | Elect Tsunehiro Nakayama | Mgmt | For | For | For | ||||
12 | Elect Shinichiro Ito | Mgmt | For | For | For | ||||
13 | Elect Eriko Kawai | Mgmt | For | For | For | ||||
14 | Elect Mami Indo | Mgmt | For | For | For | ||||
15 | Elect Wataru Hamamoto | Mgmt | For | For | For | ||||
16 | Elect Minoru Nakazato | Mgmt | For | For | For | ||||
17 | Elect Mayo Mita Mayo Nakatsuka | Mgmt | For | For | For | ||||
18 | Bonus | Mgmt | For | For | For | ||||
Nomura Real Estate Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
3231 | CINS J5893B104 | 06/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Eiji Kutsukake | Mgmt | For | For | For | ||||
3 | Elect Satoshi Arai | Mgmt | For | For | For | ||||
4 | Elect Daisaku Matsuo | Mgmt | For | For | For | ||||
5 | Elect Makoto Haga | Mgmt | For | For | For | ||||
6 | Elect Hiroshi Kurokawa | Mgmt | For | For | For | ||||
7 | Elect Chiharu Takakura | Mgmt | For | For | For | ||||
8 | Elect Hiroyuki Kimura | Mgmt | For | Against | Against | ||||
9 | Elect Yasushi Takayama | Mgmt | For | For | For | ||||
10 | Elect Yoshio Mogi | Mgmt | For | For | For | ||||
11 | Elect Akiko Miyakawa | Mgmt | For | For | For | ||||
Prologis, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PLD | CUSIP 74340W103 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Hamid R. Moghadam | Mgmt | For | For | For | ||||
2 | Elect Cristina G. Bita | Mgmt | For | For | For | ||||
3 | Elect James B. Connor | Mgmt | For | For | For | ||||
4 | Elect George L. Fotiades | Mgmt | For | For | For | ||||
5 | Elect Lydia H. Kennard | Mgmt | For | For | For | ||||
6 | Elect Irving F. Lyons, III | Mgmt | For | For | For | ||||
7 | Elect Avid Modjtabai | Mgmt | For | For | For | ||||
8 | Elect David P. O'Connor | Mgmt | For | For | For | ||||
9 | Elect Olivier Piani | Mgmt | For | For | For | ||||
10 | Elect Jeffrey L. Skelton | Mgmt | For | For | For | ||||
11 | Elect Carl B. Webb | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Prologis, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PLD | CUSIP 74340W103 | 09/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Stock Issuance for Merger with Duke Realty | Mgmt | For | For | For | ||||
2 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Public Storage | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PSA | CUSIP 74460D109 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ronald L. Havner, Jr. | Mgmt | For | For | For | ||||
2 | Elect Tamara Hughes Gustavson | Mgmt | For | For | For | ||||
3 | Elect Leslie Stone Heisz | Mgmt | For | For | For | ||||
4 | Elect Shankh S. Mitra | Mgmt | For | For | For | ||||
5 | Elect David J. Neithercut | Mgmt | For | For | For | ||||
6 | Elect Rebecca L. Owen | Mgmt | For | For | For | ||||
7 | Elect Kristy M. Pipes | Mgmt | For | For | For | ||||
8 | Elect Avedick B. Poladian | Mgmt | For | For | For | ||||
9 | Elect John Reyes | Mgmt | For | For | For | ||||
10 | Elect Joseph D. Russell, Jr. | Mgmt | For | For | For | ||||
11 | Elect Tariq M. Shaukat | Mgmt | For | For | For | ||||
12 | Elect Ronald P. Spogli | Mgmt | For | For | For | ||||
13 | Elect Paul S. Williams | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | ||||
Realty Income Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
O | CUSIP 756109104 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Priscilla Almodovar | Mgmt | For | For | For | ||||
2 | Elect Jacqueline Brady | Mgmt | For | For | For | ||||
3 | Elect A. Larry Chapman | Mgmt | For | For | For | ||||
4 | Elect Reginald H. Gilyard | Mgmt | For | For | For | ||||
5 | Elect Mary Hogan Preusse | Mgmt | For | For | For | ||||
6 | Elect Priya Huskins | Mgmt | For | For | For | ||||
7 | Elect Gerardo I. Lopez | Mgmt | For | For | For | ||||
8 | Elect Michael D. McKee | Mgmt | For | For | For | ||||
9 | Elect Gregory T. McLaughlin | Mgmt | For | For | For | ||||
10 | Elect Ronald L. Merriman | Mgmt | For | For | For | ||||
11 | Elect Sumit Roy | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Retail Opportunity Investments Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ROIC | CUSIP 76131N101 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Richard A. Baker | Mgmt | For | For | For | ||||
1.2 | Elect Angela K. Ho | Mgmt | For | For | For | ||||
1.3 | Elect Michael J. Indiveri | Mgmt | For | Withhold | Against | ||||
1.4 | Elect Zabrina M. Jenkins | Mgmt | For | For | For | ||||
1.5 | Elect Lee S. Neibart | Mgmt | For | For | For | ||||
1.6 | Elect Adrienne B. Pitts | Mgmt | For | Withhold | Against | ||||
1.7 | Elect Laura H. Pomerantz | Mgmt | For | For | For | ||||
1.8 | Elect Stuart A. Tanz | Mgmt | For | For | For | ||||
1.9 | Elect Eric S. Zorn | Mgmt | For | Withhold | Against | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Rexford Industrial Realty, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
REXR | CUSIP 76169C100 | 06/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert L. Antin | Mgmt | For | For | For | ||||
2 | Elect Michael S. Frankel | Mgmt | For | For | For | ||||
3 | Elect Diana Ingram | Mgmt | For | Against | Against | ||||
4 | Elect Angela L. Kleiman | Mgmt | For | For | For | ||||
5 | Elect Debra L. Morris | Mgmt | For | For | For | ||||
6 | Elect Tyler H. Rose | Mgmt | For | For | For | ||||
7 | Elect Howard Schwimmer | Mgmt | For | For | For | ||||
8 | Elect Richard Ziman | Mgmt | For | Against | Against | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
RioCan Real Estate Investment Trust | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
REI.UN | CUSIP 766910103 | 06/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Bonnie R. Brooks | Mgmt | For | For | For | ||||
1.2 | Elect Richard Dansereau | Mgmt | For | For | For | ||||
1.3 | Elect Janice Fukakusa | Mgmt | For | For | For | ||||
1.4 | Elect Jonathan Gitlin | Mgmt | For | For | For | ||||
1.5 | Elect Marie Josee Lamothe | Mgmt | For | For | For | ||||
1.6 | Elect Dale H. Lastman | Mgmt | For | For | For | ||||
1.7 | Elect Jane Marshall | Mgmt | For | For | For | ||||
1.8 | Elect Edward Sonshine | Mgmt | For | For | For | ||||
1.9 | Elect Siim A. Vanaselja | Mgmt | For | For | For | ||||
1.10 | Elect Charles M. Winograd | Mgmt | For | For | For | ||||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
3 | Amendment to the Deferred Unit Plan | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Safestore Holdings plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SAFE | CINS G77733106 | 03/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | Against | Against | ||||
3 | Appointment of Auditor | Mgmt | For | For | For | ||||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
5 | Final Dividend | Mgmt | For | For | For | ||||
6 | Elect Jane Bentall | Mgmt | For | For | For | ||||
7 | Elect David Hearn | Mgmt | For | For | For | ||||
8 | Elect Frederic Vecchioli | Mgmt | For | For | For | ||||
9 | Elect Andy Jones | Mgmt | For | For | For | ||||
10 | Elect Gert van de Weerdhof | Mgmt | For | For | For | ||||
11 | Elect Ian Krieger | Mgmt | For | For | For | ||||
12 | Elect Laure Duhot | Mgmt | For | For | For | ||||
13 | Elect Delphine Mousseau | Mgmt | For | For | For | ||||
14 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
18 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
SBA Communications Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SBAC | CUSIP 78410G104 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steven E. Bernstein | Mgmt | For | For | For | ||||
2 | Elect Laurie Bowen | Mgmt | For | For | For | ||||
3 | Elect Amy E. Wilson | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Segro Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SGRO | CINS G80277141 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Remuneration Report | Mgmt | For | For | For | ||||
4 | Elect Andy Harrison | Mgmt | For | For | For | ||||
5 | Elect Mary Barnard | Mgmt | For | For | For | ||||
6 | Elect Sue Clayton | Mgmt | For | For | For | ||||
7 | Elect Soumen Das | Mgmt | For | For | For | ||||
8 | Elect Carol Fairweather | Mgmt | For | For | For | ||||
9 | Elect Simon Fraser | Mgmt | For | For | For | ||||
10 | Elect Andy Gulliford | Mgmt | For | For | For | ||||
11 | Elect Martin Moore | Mgmt | For | For | For | ||||
12 | Elect David Sleath | Mgmt | For | For | For | ||||
13 | Elect Linda Yueh | Mgmt | For | For | For | ||||
14 | Appointment of Auditor | Mgmt | For | For | For | ||||
15 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
16 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
21 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Shopping Centres Australasia Property Group | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SCP | CINS Q8501T105 | 11/23/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Re-elect Steven Crane | Mgmt | For | For | For | ||||
4 | Re-elect Belinda Robson | Mgmt | For | For | For | ||||
5 | Re-elect Beth Laughton | Mgmt | For | For | For | ||||
6 | Elect Angus Gordon James | Mgmt | For | For | For | ||||
7 | Elect Michael Graeme Herring | Mgmt | For | For | For | ||||
8 | Approve Executive Incentive Plan | Mgmt | For | For | For | ||||
9 | Equity Grant - STI (CEO Anthony Mellowes) | Mgmt | For | For | For | ||||
10 | Equity Grant - LTI (CEO Anthony Mellowes) | Mgmt | For | For | For | ||||
11 | Equity Grant - STI (COO Mark Fleming) | Mgmt | For | For | For | ||||
12 | Equity Grant - LTI (COO Mark Fleming) | Mgmt | For | For | For | ||||
13 | Approve Increase in NEDs' Fee Cap | Mgmt | N/A | For | N/A | ||||
Simon Property Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SPG | CUSIP 828806109 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Glyn F. Aeppel | Mgmt | For | For | For | ||||
2 | Elect Larry C. Glasscock | Mgmt | For | For | For | ||||
3 | Elect Allan B. Hubbard | Mgmt | For | For | For | ||||
4 | Elect Reuben S. Leibowitz | Mgmt | For | For | For | ||||
5 | Elect Randall J. Lewis | Mgmt | For | For | For | ||||
6 | Elect Gary M. Rodkin | Mgmt | For | For | For | ||||
7 | Elect Peggy Fang Roe | Mgmt | For | For | For | ||||
8 | Elect Stefan M. Selig | Mgmt | For | For | For | ||||
9 | Elect Daniel C. Smith | Mgmt | For | For | For | ||||
10 | Elect Marta R. Stewart | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Spirit Realty Capital, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SRC | CUSIP 84860W300 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kevin M. Charlton | Mgmt | For | For | For | ||||
2 | Elect Elizabeth F. Frank | Mgmt | For | For | For | ||||
3 | Elect Michelle M. Frymire | Mgmt | For | For | For | ||||
4 | Elect Kristian M. Gathright | Mgmt | For | For | For | ||||
5 | Elect Richard I. Gilchrist | Mgmt | For | For | For | ||||
6 | Elect Jackson Hsieh | Mgmt | For | For | For | ||||
7 | Elect Diana M. Laing | Mgmt | For | For | For | ||||
8 | Elect Nicholas P. Shepherd | Mgmt | For | For | For | ||||
9 | Elect Thomas J. Sullivan | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Summit Industrial Income REIT | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SMU.UN | CUSIP 866120116 | 12/16/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Merger/Acquisition | Mgmt | For | For | For | ||||
Sun Communities, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SUI | CUSIP 866674104 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gary A. Shiffman | Mgmt | For | For | For | ||||
2 | Elect Tonya Allen | Mgmt | For | For | For | ||||
3 | Elect Meghan G. Baivier | Mgmt | For | For | For | ||||
4 | Elect Stephanie W. Bergeron | Mgmt | For | For | For | ||||
5 | Elect Jeff T. Blau | Mgmt | For | For | For | ||||
6 | Elect Brian M. Hermelin | Mgmt | For | For | For | ||||
7 | Elect Ronald A. Klein | Mgmt | For | For | For | ||||
8 | Elect Clunet R. Lewis | Mgmt | For | For | For | ||||
9 | Elect Arthur A. Weiss | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Increase in Authorized Common Stock | Mgmt | For | For | For | ||||
Sun Hung Kai Properties Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
0016 | CINS Y82594121 | 11/03/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect Albert LAU Tak-yeung | Mgmt | For | For | For | ||||
6 | Elect Maureen FUNG Sau-yim | Mgmt | For | For | For | ||||
7 | Elect Robert CHAN Hong-ki | Mgmt | For | For | For | ||||
8 | Elect Raymond KWOK Ping Luen | Mgmt | For | For | For | ||||
9 | Elect Dicky Peter YIP | Mgmt | For | Against | Against | ||||
10 | Elect Richard WONG Yue Chim | Mgmt | For | Against | Against | ||||
11 | Elect William FUNG Kwok Lun | Mgmt | For | For | For | ||||
12 | Elect Norman LEUNG Nai Pang | Mgmt | For | For | For | ||||
13 | Elect Henry FAN Hung Ling | Mgmt | For | For | For | ||||
14 | Elect William KWAN Cheuk Yin | Mgmt | For | Against | Against | ||||
15 | Elect Christopher KWOK Kai-wang | Mgmt | For | For | For | ||||
16 | Elect Eric TUNG Chi-Ho | Mgmt | For | For | For | ||||
17 | Directors' Fees | Mgmt | For | For | For | ||||
18 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
21 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | ||||
UDR, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UDR | CUSIP 902653104 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Katherine A. Cattanach | Mgmt | For | For | For | ||||
2 | Elect Jon A. Grove | Mgmt | For | For | For | ||||
3 | Elect Mary Ann King | Mgmt | For | For | For | ||||
4 | Elect James D. Klingbeil | Mgmt | For | For | For | ||||
5 | Elect Clint D. McDonnough | Mgmt | For | For | For | ||||
6 | Elect Robert A. McNamara | Mgmt | For | For | For | ||||
7 | Elect Diane M. Morefield | Mgmt | For | For | For | ||||
8 | Elect Kevin C. Nickelberry | Mgmt | For | For | For | ||||
9 | Elect Mark R. Patterson | Mgmt | For | For | For | ||||
10 | Elect Thomas W. Toomey | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
UNITE Group plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UTG | CINS G9283N101 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Elect Richard Huntingford | Mgmt | For | For | For | ||||
5 | Elect Richard Smith | Mgmt | For | For | For | ||||
6 | Elect Joe Lister | Mgmt | For | For | For | ||||
7 | Elect Ross Paterson | Mgmt | For | For | For | ||||
8 | Elect Ilaria del Beato | Mgmt | For | For | For | ||||
9 | Elect Shirley Pearce | Mgmt | For | For | For | ||||
10 | Elect Thomas Jackson | Mgmt | For | For | For | ||||
11 | Elect Steve M Smith | Mgmt | For | For | For | ||||
12 | Elect Nicky Dulieu | Mgmt | For | For | For | ||||
13 | Appointment of Auditor | Mgmt | For | For | For | ||||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
18 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
UOL Group Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
U14 | CINS Y9299W103 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
4 | Directors' Fees | Mgmt | For | For | For | ||||
5 | Elect Samuel POON Hon Thang | Mgmt | For | For | For | ||||
6 | Elect WEE Ee-Chao | Mgmt | For | Against | Against | ||||
7 | Elect SIM Hwee Cher | Mgmt | For | For | For | ||||
8 | Elect Annabelle YIP Wai Ping | Mgmt | For | For | For | ||||
9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
10 | Authority to Issue Shares under UOL 2022 Share Option Scheme | Mgmt | For | Against | Against | ||||
11 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
12 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
Ventas, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VTR | CUSIP 92276F100 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Melody C. Barnes | Mgmt | For | For | For | ||||
2 | Elect Debra A. Cafaro | Mgmt | For | For | For | ||||
3 | Elect Michael J. Embler | Mgmt | For | For | For | ||||
4 | Elect Matthew J. Lustig | Mgmt | For | For | For | ||||
5 | Elect Roxanne M. Martino | Mgmt | For | For | For | ||||
6 | Elect Marguerite M. Nader | Mgmt | For | For | For | ||||
7 | Elect Sean Nolan | Mgmt | For | For | For | ||||
8 | Elect Walter C. Rakowich | Mgmt | For | For | For | ||||
9 | Elect Sumit Roy | Mgmt | For | For | For | ||||
10 | Elect James D. Shelton | Mgmt | For | For | For | ||||
11 | Elect Maurice Smith | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
VICI Properties Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VICI | CUSIP 925652109 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James R. Abrahamson | Mgmt | For | For | For | ||||
2 | Elect Diana F. Cantor | Mgmt | For | For | For | ||||
3 | Elect Monica H. Douglas | Mgmt | For | For | For | ||||
4 | Elect Elizabeth I. Holland | Mgmt | For | For | For | ||||
5 | Elect Craig Macnab | Mgmt | For | For | For | ||||
6 | Elect Edward B. Pitoniak | Mgmt | For | For | For | ||||
7 | Elect Michael D. Rumbolz | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Welltower Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WELL | CUSIP 95040Q104 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kenneth J. Bacon | Mgmt | For | For | For | ||||
2 | Elect Karen B. DeSalvo | Mgmt | For | For | For | ||||
3 | Elect Philip L. Hawkins | Mgmt | For | For | For | ||||
4 | Elect Dennis G. Lopez | Mgmt | For | For | For | ||||
5 | Elect Shankh Mitra | Mgmt | For | For | For | ||||
6 | Elect Ade J. Patton | Mgmt | For | For | For | ||||
7 | Elect Diana W. Reid | Mgmt | For | For | For | ||||
8 | Elect Sergio D. Rivera | Mgmt | For | For | For | ||||
9 | Elect Johnese M. Spisso | Mgmt | For | For | For | ||||
10 | Elect Kathryn M. Sullivan | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Weyerhaeuser Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WY | CUSIP 962166104 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark A. Emmert | Mgmt | For | For | For | ||||
2 | Elect Rick R. Holley | Mgmt | For | For | For | ||||
3 | Elect Sara G. Lewis | Mgmt | For | For | For | ||||
4 | Elect Deidra C. Merriwether | Mgmt | For | For | For | ||||
5 | Elect Al Monaco | Mgmt | For | For | For | ||||
6 | Elect Nicole W. Piasecki | Mgmt | For | For | For | ||||
7 | Elect Lawrence A. Selzer | Mgmt | For | For | For | ||||
8 | Elect Devin W. Stockfish | Mgmt | For | For | For | ||||
9 | Elect Kim Williams | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Fund Name : Neuberger Berman Greater China Equity Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Akeso, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
9926 | CINS G0146B103 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | RMB Share Issue and the Specific Mandate | Mgmt | For | For | For | ||||
4 | Board Authorization in Relation to RMB Share Issue | Mgmt | For | For | For | ||||
5 | Plan for Distribution of Profits Accumulated Before the RMB Share Issue | Mgmt | For | For | For | ||||
6 | Three-Year Price Stabilization Plan | Mgmt | For | For | For | ||||
7 | Three-Year Dividend Return Plan | Mgmt | For | For | For | ||||
8 | Use of Proceeds from the RMB Share Issue | Mgmt | For | For | For | ||||
9 | Remedial Measures for the Dilution of Immediate Returns by the RMB Share Issue | Mgmt | For | For | For | ||||
10 | Undertakings and the Corresponding Binding Measures in Connection with the RMB Share Issue | Mgmt | For | For | For | ||||
11 | Adoption of Procedural Rules of General Meetings | Mgmt | For | For | For | ||||
12 | Adoption of Procedural Rules of Board Meetings | Mgmt | For | For | For | ||||
13 | Authorization to the Board to Handle Matters Necessary to Effect the Above Resolutions | Mgmt | For | For | For | ||||
14 | Amendments to Articles of Association | Mgmt | For | For | For | ||||
15 | Amendments to Articles of Association for the RMB Share Issue | Mgmt | For | For | For | ||||
Akeso, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
9926 | CINS G0146B103 | 06/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Elect XIE Ronggang | Mgmt | For | For | For | ||||
5 | Elect XU Yan | Mgmt | For | For | For | ||||
6 | Elect TAN Bo | Mgmt | For | Against | Against | ||||
7 | Directors' Fees | Mgmt | For | For | For | ||||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
11 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | ||||
Alibaba Group Holding Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BABA | CINS G01719114 | 09/30/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Daniel Yong ZHANG | Mgmt | For | For | For | ||||
3 | Elect Jerry YANG Chih-Yuan | Mgmt | For | For | For | ||||
4 | Elect Wan Ling Martello | Mgmt | For | For | For | ||||
5 | Elect SHAN Weijian | Mgmt | For | For | For | ||||
6 | Elect Irene LEE Yun Lien | Mgmt | For | For | For | ||||
7 | Elect Albert NG Kong Ping | Mgmt | For | For | For | ||||
8 | Appointment of Auditor | Mgmt | For | For | For | ||||
Beijing Kingsoft Office Software, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
688111 | CINS Y0R9YP102 | 09/27/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Independent Directors' Fees | Mgmt | For | For | For | ||||
2 | Purchase of Wealth Management Products with Idle Proprietary Funds | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
China Merchants Bank | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
3968 | CINS Y14896115 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Directors' Report | Mgmt | For | For | For | ||||
3 | Supervisors' Report | Mgmt | For | For | For | ||||
4 | Annual Report | Mgmt | For | For | For | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | Against | Against | ||||
8 | 2022 Related Party Transactions Report | Mgmt | For | For | For | ||||
9 | 2023-2027 Capital Management Plan | Mgmt | For | For | For | ||||
10 | Elect HUANG Jian | Mgmt | For | Against | Against | ||||
11 | Elect ZHU Jiangtao | Mgmt | For | For | For | ||||
China National Building Material Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
3323 | CINS Y15045100 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Directors' Report | Mgmt | For | For | For | ||||
5 | Supervisors' Report | Mgmt | For | For | For | ||||
6 | Accounts and Reports | Mgmt | For | For | For | ||||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
8 | Authority to Declare Interim Dividend | Mgmt | For | For | For | ||||
9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
10 | Amendments to Articles of Association and Rules of Procedure for General Meetings | Mgmt | For | For | For | ||||
11 | Authority to Issue A and/or H Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
12 | Authority to Repurchase H Shares | Mgmt | For | For | For | ||||
13 | Authority to Issue Debt Financing Instruments | Mgmt | For | For | For | ||||
China National Building Material Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
3323 | CINS Y15045100 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
China National Building Material Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
3323 | CINS Y15045100 | 10/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Asset Purchase Agreement and the Compensation Agreement | Mgmt | For | For | For | ||||
4 | Revision of Annual Cap under Master Agreement on Mutual Provision of Products and Services | Mgmt | For | For | For | ||||
China National Building Material Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
3323 | CINS Y15045100 | 12/19/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Elect LIU Yan | Mgmt | For | For | For | ||||
5 | Master Agreement on Mutual Provision of Products and Services | Mgmt | For | For | For | ||||
6 | Master Agreement on Mutual Provision of Engineering Services | Mgmt | For | For | For | ||||
7 | Financial Services Framework Agreement | Mgmt | For | For | For | ||||
8 | Loan Framework Agreement | Mgmt | For | For | For | ||||
9 | Elect WEI Rushan | Mgmt | For | For | For | ||||
10 | Elect QU Xiaoli as Supervisor | Mgmt | For | Against | Against | ||||
11 | Amendments to Business Scope | Mgmt | For | For | For | ||||
China Pacific Insurance (Group) Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2601 | CINS Y1505Z103 | 05/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Directors' Report | Mgmt | For | For | For | ||||
3 | Supervisors' Report | Mgmt | For | For | For | ||||
4 | Annual Report | Mgmt | For | For | For | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
8 | Charitable Donations for 2023 | Mgmt | For | For | For | ||||
9 | Elect Elaine LO Yuen Man | Mgmt | For | For | For | ||||
China Resources Beer (Holdings) Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
0291 | CINS Y15037107 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect Frank LAI Ni Hium | Mgmt | For | Against | Against | ||||
6 | Elect HOUANG Tai Ninh | Mgmt | For | Against | Against | ||||
7 | Elect Bernard CHAN Charnwut | Mgmt | For | Against | Against | ||||
8 | Elect Gordon SIU Kwing Chue | Mgmt | For | Against | Against | ||||
9 | Elect Henry Stephen LAI Hin Wing | Mgmt | For | Against | Against | ||||
10 | Directors' Fees | Mgmt | For | For | For | ||||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
12 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
13 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
14 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | ||||
China Resources Land Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1109 | CINS G2108Y105 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect LI Xin | Mgmt | For | Against | Against | ||||
6 | Elect ZHANG Dawei | Mgmt | For | For | For | ||||
7 | Elect GUO Shiqing | Mgmt | For | For | For | ||||
8 | Elect Andrew Y. YAN | Mgmt | For | Against | Against | ||||
9 | Elect Peter WAN Kam To | Mgmt | For | Against | Against | ||||
10 | Directors' Fees | Mgmt | For | For | For | ||||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
12 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
13 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
14 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | ||||
China Yongda Automobiles Services Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
3669 | CINS G2162W102 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect XU Yue | Mgmt | For | For | For | ||||
4 | Elect CHEN Yi | Mgmt | For | For | For | ||||
5 | Elect LYU Wei | Mgmt | For | For | For | ||||
6 | Directors' Fees | Mgmt | For | For | For | ||||
7 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
8 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
9 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
10 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | ||||
11 | 2023 Share Option Scheme | Mgmt | For | Against | Against | ||||
12 | Amendment to the Share Award Scheme | Mgmt | For | Against | Against | ||||
13 | Scheme Mandate Limit | Mgmt | For | Against | Against | ||||
14 | Amendments to Article | Mgmt | For | For | For | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
CSPC Pharmaceutical Group Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1093 | CINS Y1837N109 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect ZHANG Cuilong | Mgmt | For | For | For | ||||
6 | Elect PAN Weidong | Mgmt | For | For | For | ||||
7 | Elect JIANG Hao | Mgmt | For | For | For | ||||
8 | Elect WANG Hongguang | Mgmt | For | For | For | ||||
9 | Elect Alan AU Chun Kwok | Mgmt | For | For | For | ||||
10 | Elect LI Quan | Mgmt | For | For | For | ||||
11 | Directors' Fees | Mgmt | For | For | For | ||||
12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
13 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Grant Options Under share Option Scheme | Mgmt | For | Against | Against | ||||
EVE Energy Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
300014 | CINS Y2303F109 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
3 | 2022 Directors' Report | Mgmt | For | For | For | ||||
4 | 2022 Audit Report | Mgmt | For | For | For | ||||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
6 | 2022 Accounts and Reports | Mgmt | For | For | For | ||||
7 | Report on Deposits and Use of Previously Raised Funds | Mgmt | For | For | For | ||||
8 | 2023 Directors' and Senior Managements' Compensation and Appraisal Program | Mgmt | For | For | For | ||||
9 | Appointment of Auditor | Mgmt | For | For | For | ||||
10 | Amendments to Articles | Mgmt | For | For | For | ||||
11 | Related Party Transactions | Mgmt | For | For | For | ||||
12 | Authority to Give Guarantees to Subsidiaries | Mgmt | For | Against | Against | ||||
13 | 2022 Supervisors' Report | Mgmt | For | For | For | ||||
14 | 2023 Supervisors' Fees | Mgmt | For | For | For | ||||
15 | Authority to Issue a Letter of Guarantee for a Subsidiary | Mgmt | For | Against | Against | ||||
16 | Authority to Give Guarantees to Subsidiary | Mgmt | For | Against | Against | ||||
17 | Amendments to Management System for External Guarantees | Mgmt | For | For | For | ||||
18 | Report on Deposits and Use of Previously Raised Funds | Mgmt | For | For | For | ||||
19 | Vertification Report on Deposits and Use of Previously Raised Funds | Mgmt | For | For | For | ||||
H World Group Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HTHT | CUSIP 44332N106 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
2 | Amended and Restated Articles of Association | Mgmt | For | For | For | ||||
3 | Ratification of Board Acts | Mgmt | For | For | For | ||||
Haier Smart Home Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600690 | CINS Y298BN100 | 06/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Annual Accounts | Mgmt | For | For | For | ||||
3 | Annual Report | Mgmt | For | For | For | ||||
4 | Directors' Report | Mgmt | For | For | For | ||||
5 | Supervisors' Report | Mgmt | For | For | For | ||||
6 | Internal Control Self-Assessment Report | Mgmt | For | For | For | ||||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
8 | Reappointment of China Accounting Standards Audit Firm | Mgmt | For | For | For | ||||
9 | Reappointment of International Accounting Standards Audit Firm | Mgmt | For | For | For | ||||
10 | Renewal of a Financial Service Framework Agreement and Estimated Connected Transactions Quota | Mgmt | For | Against | Against | ||||
11 | Estimated Guarantee Quota | Mgmt | For | For | For | ||||
12 | Launching Foreign Capital Derivatives Business | Mgmt | For | For | For | ||||
13 | Purchase of Liability Insurance for Directors, Supervisors, and Senior Management | Mgmt | For | For | For | ||||
14 | General Authorization to the Board Regarding A-Share Additional Offering | Mgmt | For | For | For | ||||
15 | General Authorization to the Board Regarding H-Share Additional Offering | Mgmt | For | For | For | ||||
16 | General Authorization to the Board Regarding D-Share Additional Offering | Mgmt | For | For | For | ||||
17 | General Authorization to the Board Regarding the Repurchase of Shares Not Exceeding 10 Percent of the Issued H-Shares | Mgmt | For | For | For | ||||
18 | General Authorization to the Board Regarding the Repurchase of Shares Not Exceeding 10 Percent of the Issued D-Shares | Mgmt | For | For | For | ||||
19 | A-Share Employee Stock Ownership Plan | Mgmt | For | Against | Against | ||||
20 | H-Share Employee Stock Ownership Plan | Mgmt | For | Against | Against | ||||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Haier Smart Home Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600690 | CINS Y298BN100 | 06/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | General Authorization to the Board Regarding the Repurchase of Shares Not Exceeding 10 Percent of the Issued H-Shares | Mgmt | For | For | For | ||||
3 | General Authorization to the Board Regarding the Repurchase of Shares Not Exceeding 10 Percent of the Issued D-Shares | Mgmt | For | For | For | ||||
Inner Mongolia Yili Industrial Group Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600887 | CINS Y408DG116 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
2 | 2022 Directors' Report | Mgmt | For | For | For | ||||
3 | 2022 Supervisors' Report | Mgmt | For | For | For | ||||
4 | 2023 Management Policy and Investment Plan | Mgmt | For | For | For | ||||
5 | 2022 Accounts and Reports and 2023 Financial Budget | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Elect PAN Gang | Mgmt | For | For | For | ||||
8 | Elect ZHAO Chengxia | Mgmt | For | Against | Against | ||||
9 | Elect WANG Xiaogang | Mgmt | For | For | For | ||||
10 | Elect CHAO Lu | Mgmt | For | For | For | ||||
11 | Elect LV Gang | Mgmt | For | For | For | ||||
12 | Elect PENG Heping | Mgmt | For | For | For | ||||
13 | Elect JI Shao | Mgmt | For | For | For | ||||
14 | Elect CAI Yuanming | Mgmt | For | For | For | ||||
15 | Elect SHI Fang | Mgmt | For | For | For | ||||
16 | Elect GAO Debu | Mgmt | For | Against | Against | ||||
17 | Elect ZHANG Xinling | Mgmt | For | Against | Against | ||||
18 | 2023 Directors' Fees | Mgmt | For | For | For | ||||
19 | 2023 Supervisors' Fees | Mgmt | For | For | For | ||||
20 | 2022 Independent Directors' Report | Mgmt | For | For | For | ||||
21 | Authority for the Company's Subsidiary to Give Guarantees to Cooperative Partners | Mgmt | For | Abstain | Against | ||||
22 | Authority to Give Guarantees to Wholly-Owned Subsidiaries | Mgmt | For | For | For | ||||
23 | Authority to Give Guarantees to Controlled Subsidiaries | Mgmt | For | For | For | ||||
24 | Authority to Give Guarantees to a Grandson Subsidiary | Mgmt | For | For | For | ||||
25 | Authority to Increase the Issuance Size of Multiple Debt Financing Instruments (DFI) | Mgmt | For | For | For | ||||
26 | Launching Futures And Derivatives Hedging Business | Mgmt | For | For | For | ||||
27 | Authority to Repurchase and Cancel Some 2019 Restricted Stock | Mgmt | For | For | For | ||||
28 | Amendments to Articles | Mgmt | For | For | For | ||||
29 | Appointment of Auditor | Mgmt | For | For | For | ||||
Inner Mongolia Yili Industrial Group Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600887 | CINS Y408DG116 | 12/08/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Purpose of the Share Repurchase | Mgmt | For | For | For | ||||
2 | Type of Share to be Repurchased | Mgmt | For | For | For | ||||
3 | Method of the Share Repurchase | Mgmt | For | For | For | ||||
4 | Time Limit of the Share Repurchase | Mgmt | For | For | For | ||||
5 | Type, Number and Percentage to the Total Capital of Shares to be Repurchased | Mgmt | For | For | For | ||||
6 | Price of the Shares to be Repurchased | Mgmt | For | For | For | ||||
7 | Source of Funds | Mgmt | For | For | For | ||||
8 | Board Authorization to Handle All Related Matters | Mgmt | For | For | For | ||||
9 | Repurchase And Cancellation Of Some Restricted Stocks In 2019 | Mgmt | For | For | For | ||||
10 | Amendments to Articles | Mgmt | For | For | For | ||||
Jiangsu Eastern Shenghong Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
000301 | CINS Y9717R108 | 01/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Provision of Guarantee for the New Material Project by Jiangsu Hongjing New Materials Co., Ltd. | Mgmt | For | Against | Against | ||||
2 | Provision of Guarantee for the POSM and Polyol Project by Jiangsu Hongwei Chemical Co., Ltd. | Mgmt | For | Against | Against | ||||
Jiangsu Eastern Shenghong Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
000301 | CINS Y9717R108 | 02/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect MIAO Hangen | Mgmt | For | For | For | ||||
3 | Elect JI Gaoxiong | Mgmt | For | For | For | ||||
4 | Elect QIU Hairong | Mgmt | For | Against | Against | ||||
5 | Elect YANG Xiaowei | Mgmt | For | For | For | ||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
7 | Elect YUAN Jianxin | Mgmt | For | For | For | ||||
8 | Elect XU Jinye | Mgmt | For | For | For | ||||
9 | Elect REN Zhigang | Mgmt | For | For | For | ||||
10 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
11 | Elect YANG Fangbin | Mgmt | For | Against | Against | ||||
12 | Elect ZHOU Xuefeng | Mgmt | For | Against | Against | ||||
13 | Elect JING Daoquan | Mgmt | For | For | For | ||||
14 | Change of the Registered Capital and Amendments to the Articles of Association of the Company | Mgmt | For | For | For | ||||
15 | 2023 Estimated Continuing Connected Transactions | Mgmt | For | For | For | ||||
16 | 2023 Estimated Mutual Guarantee Quota | Mgmt | For | For | For | ||||
Jiangsu Eastern Shenghong Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
000301 | CINS Y9717R108 | 08/11/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Connected Transaction Regarding Loans from the Controlling Shareholder and Related Parties | Mgmt | For | For | For | ||||
2 | Change of the Registered Capital and Amendments to the Articles of Association of the Company | Mgmt | For | For | For | ||||
Jiangsu Eastern Shenghong Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
000301 | CINS Y9717R108 | 09/05/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Approve Issuance of GDR and Listing on the SIX Swiss Exchange/ London Stock Exchange as well as Conversion to an Overseas Fundraising Company | Mgmt | For | For | For | ||||
2 | Approve Share Type and Par Value | Mgmt | For | For | For | ||||
3 | Approve Issue Time | Mgmt | For | For | For | ||||
4 | Approve Issue Manner | Mgmt | For | For | For | ||||
5 | Approve Issue Size | Mgmt | For | For | For | ||||
6 | Approve Scale of GDR in its Lifetime | Mgmt | For | For | For | ||||
7 | Approve Conversion Rate of GDR and Underlying A Shares | Mgmt | For | For | For | ||||
8 | Approve Manner of Pricing | Mgmt | For | For | For | ||||
9 | Approve Target Subscribers | Mgmt | For | For | For | ||||
10 | Approve Conversion Restriction Period of GDR and Underlying Securities A Shares | Mgmt | For | For | For | ||||
11 | Approve Underwriting Manner | Mgmt | For | For | For | ||||
12 | Approval Report on the Usage of Previously Raised Funds | Mgmt | For | For | For | ||||
13 | Approve Issuance of GDR for Fund-Raising Use Plan | Mgmt | For | For | For | ||||
14 | Board Authorization to Handle All Related Matters | Mgmt | For | For | For | ||||
15 | Approve Resolution Validity Period | Mgmt | For | For | For | ||||
16 | Approve Roll-Forward Profit Distribution Plan | Mgmt | For | For | For | ||||
17 | Amendments to Articles | Mgmt | For | For | For | ||||
18 | Amendments to Procedural Rules: Supervisory Board Meetings | Mgmt | For | For | For | ||||
Jiangsu Eastern Shenghong Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
000301 | CINS Y9717R108 | 12/15/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | The Third Phase Employee Stock Ownership Plan (Draft) And Its Summary | Mgmt | For | For | For | ||||
2 | Management Measures For The Third Phase Employee Stock Ownership Plan | Mgmt | For | For | For | ||||
3 | Board Authorization to Handle All Related Matters | Mgmt | For | For | For | ||||
4 | Investment in Construction of a Project by Hubei Haigus New Energy Co., Ltd. | Mgmt | For | For | For | ||||
5 | Investment In Construction Of A Project By Another Company | Mgmt | For | For | For | ||||
6 | Elect YANG Fangwu | Mgmt | For | Against | Against | ||||
Jiangsu Hengli Hydraulic Co Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
601100 | CINS Y443AC115 | 05/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Work Report Of The Supervisory Committee | Mgmt | For | For | For | ||||
2 | 2022 Work Report Of The Board Of Directors | Mgmt | For | For | For | ||||
3 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
4 | 2022 Annual Accounts | Mgmt | For | For | For | ||||
5 | 2022 Profit Distribution Plan | Mgmt | For | For | For | ||||
6 | 2022 Work Report Of Independent Directors | Mgmt | For | For | For | ||||
7 | 2023 Remuneration For Directors, Supervisors And Senior Management | Mgmt | For | For | For | ||||
8 | Reappointment Of Audit Firm | Mgmt | For | For | For | ||||
9 | Special Report On The Deposit And Use Of Raised Funds In 2022 | Mgmt | For | For | For | ||||
10 | Formulation Of The Codes Of Conduct For Controlling Shareholders And De Facto Controller | Mgmt | For | For | For | ||||
11 | Amendments To The Rules Of Procedure Governing The Board Of Directors | Mgmt | For | For | For | ||||
12 | Amendments To The Connected Transactions Management System | Mgmt | For | For | For | ||||
13 | Amendments To The Formulation Of The Implementing Rules For Cumulative Voting System | Mgmt | For | For | For | ||||
JL Mag Rare-Earth Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
300748 | CINS Y4450G104 | 08/24/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | To Consider and Approve the Change in the Use of Proceeds from the Global Offering | Mgmt | For | For | For | ||||
Li Ning Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2331 | CINS G5496K124 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect WANG Yajuan | Mgmt | For | For | For | ||||
6 | Elect WANG Ya Fei | Mgmt | For | Against | Against | ||||
7 | Elect Bunny CHAN Chung Bun | Mgmt | For | Against | Against | ||||
8 | Directors' Fees | Mgmt | For | For | For | ||||
9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
11 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
12 | Amendments to Articles | Mgmt | For | Against | Against | ||||
Li Ning Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2331 | CINS G5496K124 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Adoption of the 2023 Share Option Scheme and Termination of the 2014 Share Option Scheme | Mgmt | For | Against | Against | ||||
4 | Adoption of the 2023 Share Award Scheme | Mgmt | For | Against | Against | ||||
Luxshare Precision Industry Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002475 | CINS Y7744X106 | 03/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Proposal On The Estimated Routine Related Party Transactions For 2023 | Mgmt | For | For | For | ||||
2 | Proposal to Extend the Validity Period of the Resolution at the General Meeting of Shareholders on Private Placement of Shares of the Company | Mgmt | For | For | For | ||||
Luxshare Precision Industry Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002475 | CINS Y7744X106 | 05/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Work Report Of The Board Of Directors | Mgmt | For | For | For | ||||
2 | 2022 Work Report Of The Supervisory Committee | Mgmt | For | For | For | ||||
3 | 2022 Annual Accounts | Mgmt | For | For | For | ||||
4 | 2022 Profit Distribution Plan | Mgmt | For | For | For | ||||
5 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
6 | Reappointment Of Audit Firm | Mgmt | For | For | For | ||||
7 | Provision Of Guarantee For Overseas Wholly-Owned Subsidiaries | Mgmt | For | For | For | ||||
8 | Change of the Company's Registered Capital and Amendments to the Company's Articles of Association | Mgmt | For | For | For | ||||
9 | Formulation Of The Shareholder Return Plan For The Next Three Years From 2023 To 2025 | Mgmt | For | For | For | ||||
Luxshare Precision Industry Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002475 | CINS Y7744X106 | 09/23/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Application For Issuance Of Super And Short-Term Commercial Papers | Mgmt | For | For | For | ||||
2 | 2022 Estimated Additional Continuing Connected Transactions | Mgmt | For | For | For | ||||
Luxshare Precision Industry Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002475 | CINS Y7744X106 | 12/01/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Stock Option Incentive Plan (Draft) And Its Summary | Mgmt | For | For | For | ||||
2 | Formulation of the Appraisal Management Measures for 2022 Stock Option Incentive Plan | Mgmt | For | Against | Against | ||||
3 | Board Authorization to Handle All Related Matters | Mgmt | For | For | For | ||||
Meituan Dianping | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
3690 | CINS G59669104 | 06/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Elect Marjorie MUN Tak Yang | Mgmt | For | For | For | ||||
5 | Elect WANG Huiwen | Mgmt | Abstain | Abstain | For | ||||
6 | Elect Gordon Robert Halyburton Orr | Mgmt | For | Against | Against | ||||
7 | Elect LENG Xuesong | Mgmt | For | Against | Against | ||||
8 | Directors' Fees | Mgmt | For | For | For | ||||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
12 | Amendment to the Post-IPO Share Option Scheme | Mgmt | For | For | For | ||||
13 | Amendment to the Post-IPO Share Award Scheme | Mgmt | For | For | For | ||||
14 | Scheme Limit | Mgmt | For | For | For | ||||
15 | Service Provider Sublimit | Mgmt | For | For | For | ||||
16 | Issue of 9,686 Class B Shares to Gordon Robert Halyburton Orr under the Post-IPO Share Award Scheme | Mgmt | For | For | For | ||||
17 | Issue of 9,686 Class B Shares to LENG Xuesong under the Post-IPO Share Award Scheme | Mgmt | For | For | For | ||||
18 | Issue of 9,686 Class B Shares to Harry SHUM Heung Yeung under the Post-IPO Share Award Scheme | Mgmt | For | For | For | ||||
19 | Amendments to Articles | Mgmt | For | For | For | ||||
Midea Group Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
000333 | CINS Y6S40V103 | 01/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Repurchase and Cancellation of Some Incentive Stocks Under 2018 Restricted Stock Incentive Plan | Mgmt | For | For | For | ||||
2 | Repurchase and Cancellation of Some Incentive Stocks Under 2019 Restricted Stock Incentive Plan | Mgmt | For | For | For | ||||
3 | Repurchase and Cancellation of Some Incentive Stocks Under 2020 Restricted Stock Incentive Plan | Mgmt | For | For | For | ||||
4 | Repurchase and Cancellation of Some Incentive Stocks Under 2021 Restricted Stock Incentive Plan | Mgmt | For | For | For | ||||
5 | Repurchase and Cancellation of Some Incentive Stocks Under 2022 Restricted Stock Incentive Plan | Mgmt | For | For | For | ||||
6 | Launching The Assets Pool Business | Mgmt | For | Against | Against | ||||
7 | Provision of Guarantee for the Assets Pool Business by the Company and Subsidiaries | Mgmt | For | Against | Against | ||||
Midea Group Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
000333 | CINS Y6S40V103 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Work Report Of The Board Of Directors | Mgmt | For | For | For | ||||
2 | 2022 Work Report Of The Board Of Supervisors | Mgmt | For | For | For | ||||
3 | 2022 Final Accounts Report of the Company | Mgmt | For | For | For | ||||
4 | 2022 Annual Report and Its Summary | Mgmt | For | For | For | ||||
5 | 2022 Annual Profit Distribution Plan | Mgmt | For | For | For | ||||
6 | 2023 Restricted Stock Incentive Plan (Draft) and Its Summary | Mgmt | For | For | For | ||||
7 | Formulation of the Appraisal Rules for the Implementation of the Restricted Stock Incentive Plan of the Company for 2023 | Mgmt | For | For | For | ||||
8 | Authorization to the Board of Directors to Handle Matters in Relation to the Restricted Stock Incentive Plan for 2023 | Mgmt | For | For | For | ||||
9 | 2023 Employee Stock Ownership Plan (Draft) And Its Summary | Mgmt | For | Against | Against | ||||
10 | Management Rules For The Employee Stock Ownership Plan For 2023 | Mgmt | For | Against | Against | ||||
11 | Authorization the Board of Directors to Handle Matters in Relation to the Employee Stock Ownership Plan of the Company in 2023 | Mgmt | For | Against | Against | ||||
12 | Provision of Guarantees to Subordinate Controlled Subsidiaries for 2023 | Mgmt | For | For | For | ||||
13 | Conduct Notes Pool Business And Provide Guarantees | Mgmt | For | Against | Against | ||||
14 | Derivative Business Investment of Foreign Exchange in 2023 | Mgmt | For | For | For | ||||
15 | Use Idle Equity Funds For Entrusted Wealth Management For 2023 | Mgmt | For | For | For | ||||
16 | Reappoint The Accounting Firm | Mgmt | For | Against | Against | ||||
17 | Amendments To The Articles Of Association Of The Company (April Of 2023) | Mgmt | For | For | For | ||||
18 | Purchasing Liability Issuance for Directors Supervisors and Senior Management and Related Staff in 2023-2025 | Mgmt | For | For | For | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Midea Group Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
000333 | CINS Y6S40V103 | 08/19/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Application for Unified Registration of Debt Financing Instruments of Different Types | Mgmt | For | For | For | ||||
Midea Group Company Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
000333 | CINS Y6S40V103 | 09/16/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Extension of the Valid Period of the Authorization to the Board or Its Authorized Persons to Handle Matters Regarding the Spin-off Listing of a Subsidiary on the ChiNext Board | Mgmt | For | For | For | ||||
2 | Amendments to the Company's Articles of Association | Mgmt | For | For | For | ||||
Milkyway Chemical Supply Chain Service Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603713 | CINS Y6035A106 | 04/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Annual Report and Its Summary | Mgmt | For | For | For | ||||
2 | 2022 Work Report of the Board of Directors | Mgmt | For | For | For | ||||
3 | 2022 Work Report of the Supervisory Committee | Mgmt | For | For | For | ||||
4 | 2022 Annual Accounts | Mgmt | For | For | For | ||||
5 | 2023 Financial Budget Report | Mgmt | For | For | For | ||||
6 | 2022 Profit Distribution Plan | Mgmt | For | For | For | ||||
7 | Extension of Some Projects Financed with Raised Funds from the Non-public Share Offering | Mgmt | For | For | For | ||||
8 | 2023 Appointment of Financial Audit Firm and Internal Control Audit Firm | Mgmt | For | For | For | ||||
9 | 2023 Remuneration for Directors and Senior Management | Mgmt | For | For | For | ||||
10 | 2023 Annual Remuneration for Supervisors | Mgmt | For | For | For | ||||
11 | 2023 Application for Comprehensive Credit Line to Banks | Mgmt | For | For | For | ||||
12 | 2023 Estimated Guarantee Quota | Mgmt | For | For | For | ||||
13 | Elect LIU Zhuorong | Mgmt | For | Against | Against | ||||
14 | Amendments to the Connected Transactions Control and Decision-making System | Mgmt | For | For | For | ||||
15 | Amendments to the External Guarantee Decision-making System | Mgmt | For | For | For | ||||
16 | Amendments to the Management System on External Investment and Assets Disposal | Mgmt | For | For | For | ||||
17 | Amendments to the Raised Funds Management System | Mgmt | For | For | For | ||||
18 | Amendments To The Implementing Rules For Cumulative Voting System | Mgmt | For | For | For | ||||
Milkyway Chemical Supply Chain Service Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603713 | CINS Y6035A106 | 11/04/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Stock Option Incentive Plan (Draft) And Its Summary | Mgmt | For | For | For | ||||
2 | Appraisal Management Measures For The Implementation Of The 2022 Stock Option Incentive Plan | Mgmt | For | For | For | ||||
3 | Authorization to the Board to Handle Matters Regarding the 2022 Stock Option Incentive Plan | Mgmt | For | For | For | ||||
4 | Change of the Company's Business Scope and Amendments to the Company's Articles of Association | Mgmt | For | For | For | ||||
5 | Amendments to the Company's Rules of Procedure Governing Shareholders General Meetings | Mgmt | For | For | For | ||||
6 | Amendments to the Company's Rules of Procedure Governing the Board Meetings | Mgmt | For | For | For | ||||
7 | Amendments to the Company's Rules of Procedure Governing Meetings of the Supervisory Committee | Mgmt | For | For | For | ||||
Milkyway Chemical Supply Chain Service Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
603713 | CINS Y6035A106 | 12/08/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | GDR Issuance and Listing on the Six Swiss Exchange and Conversion Into a Company Limited by Shares Which Raises Funds Overseas | Mgmt | For | For | For | ||||
2 | Stock Type and Par Value | Mgmt | For | For | For | ||||
3 | Issuing Date | Mgmt | For | For | For | ||||
4 | Issuing Method | Mgmt | For | For | For | ||||
5 | Issuing Volume | Mgmt | For | For | For | ||||
6 | GDR Scale During the Duration | Mgmt | For | For | For | ||||
7 | Conversion Ratio of GDRs and Basic Securities of A-Shares | Mgmt | For | For | For | ||||
8 | Pricing Method | Mgmt | For | For | For | ||||
9 | Issuing Targets | Mgmt | For | For | For | ||||
10 | Conversion Limit Period of GDRs and Basic Securities of A-Shares | Mgmt | For | For | For | ||||
11 | Underwriting Method | Mgmt | For | For | For | ||||
12 | Report on the Use of Previously Raised Funds | Mgmt | For | For | For | ||||
13 | Plan For The Use Of Raised Funds From Gdr Issuance | Mgmt | For | For | For | ||||
14 | The Valid Period Of The Resolution On The Gdr Issuance And Listing On The Six Swiss Exchange | Mgmt | For | For | For | ||||
15 | Full Authorization to the Board and Its Authorized Persons to Handle Matters Regarding the GDR Issuance and Listing on the Six Swiss Exchange | Mgmt | For | For | For | ||||
16 | Distribution Plan for Accumulated Retained Profits before the GDR Issuance and Listing on the SIX Swiss Exchange | Mgmt | For | For | For | ||||
17 | Formulation of the Company's Articles of Association (Draft) (Applicable After GDR Issuance and Listing) | Mgmt | For | For | For | ||||
18 | Formulation of the Rules of Procedure Governing Shareholders General Meetings (Draft) (Applicable After GDR Issuance and Listing) | Mgmt | For | For | For | ||||
19 | Formulation of the Rules of Procedure Governing Board Meetings (Draft) (Applicable After GDR Issuance and Listing) | Mgmt | For | For | For | ||||
20 | Formulation of the Rules of Procedure Governing Supervisory Board Meetings (Draft) (Applicable After GDR Issuance and Listing) | Mgmt | For | For | For | ||||
Ninestar Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002180 | CINS Y9892Z107 | 12/22/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Cash Management With Some Idle Raised Funds | Mgmt | For | For | For | ||||
2 | A Controlled Subsidiary's Provision of Guarantee Quota for Its Wholly-owned Subsidiary | Mgmt | For | Against | Against | ||||
3 | Termination of Some Projects Financed with Raised Funds and Permanently Supplementing the Working Capital with the Surplus Raised Funds | Mgmt | For | For | For | ||||
4 | Amendments to the Company's Articles of Association | Mgmt | For | For | For | ||||
Satellite Chemical Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002648 | CINS Y98961116 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Work Report Of The Board Of Directors | Mgmt | For | For | For | ||||
2 | 2022 Work Report Of The Supervisory Committee | Mgmt | For | For | For | ||||
3 | 2022 Annual Accounts | Mgmt | For | For | For | ||||
4 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
5 | Launching Foreign Exchange Hedging Business | Mgmt | For | For | For | ||||
6 | Estimated External Guarantee Quota | Mgmt | For | Against | Against | ||||
7 | Reappointment Of Audit Firm | Mgmt | For | For | For | ||||
Satellite Chemical Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002648 | CINS Y98961116 | 09/14/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Allocation of Interim Profits/Dividends | Mgmt | For | For | For | ||||
2 | Amendments to Articles | Mgmt | For | For | For | ||||
3 | Amendments to Procedural Rules: Shareholder Meeting | Mgmt | For | For | For | ||||
4 | Amendments to Procedural Rules: Board Meeting | Mgmt | For | For | For | ||||
5 | Amendments to Procedural Rules: Supervisory Board Meeting | Mgmt | For | For | For | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Satellite Chemical Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002648 | CINS Y98961116 | 12/12/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Repurchase and Cancellation of the Locked Restricted Stocks Granted to Some Plan Participants | Mgmt | For | For | For | ||||
2 | Amendments to the Company's Articles of Association | Mgmt | For | For | For | ||||
Shandong Hualu-Hengsheng Chemical Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600426 | CINS Y76843104 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | 2022 Work Report of the General Manager | Mgmt | For | For | For | ||||
3 | 2022 Work Report Of The Board Of Directors | Mgmt | For | For | For | ||||
4 | 2022 Work Report Of Independent Directors | Mgmt | For | For | For | ||||
5 | 2022 Annual Accounts | Mgmt | For | For | For | ||||
6 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
7 | 2022 Profit Distribution Plan | Mgmt | For | For | For | ||||
8 | 2023 Financial Budget Report | Mgmt | For | For | For | ||||
9 | Appointment of Auditor | Mgmt | For | For | For | ||||
10 | A Related Party Sale Agreement with a Company | Mgmt | For | For | For | ||||
11 | 2023 Related Party Transactions | Mgmt | For | For | For | ||||
12 | Conducting Structure Deposits with Proprietary Funds | Mgmt | For | For | For | ||||
13 | Project Investment By A Controlled Subsidiary | Mgmt | For | For | For | ||||
14 | Change of Registered Capital and Amendments to Articles | Mgmt | For | For | For | ||||
Shenzhen Inovance Technology Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
300124 | CINS Y7744Z101 | 05/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
2 | 2022 Accounts and Reports | Mgmt | For | For | For | ||||
3 | 2022 Directors' Report | Mgmt | For | For | For | ||||
4 | 2022 Supervisors' Report | Mgmt | For | For | For | ||||
5 | 2022 Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
6 | 2022 Financial Budget Plan | Mgmt | For | For | For | ||||
7 | Appointment of Auditor | Mgmt | For | For | For | ||||
8 | Settlement of Projects Financed with Raised Funds and Permanently Replenish Working Capital with the Surplus Raised Funds | Mgmt | For | For | For | ||||
9 | Amendments to Articles Bundled | Mgmt | For | For | For | ||||
Shenzhen Inovance Technology Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
300124 | CINS Y7744Z101 | 08/12/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Proposal for the 6th Phase Equity Incentive Plan (Draft) and Its Summary | Mgmt | For | For | For | ||||
2 | Establishment of the Management Measures for Implement and Assessment of 6th Phase equity Incentive Plan | Mgmt | For | For | For | ||||
3 | Board Authorization to Handle Matters Regarding the Equity Incentive Plan | Mgmt | For | For | For | ||||
4 | Change of the Unlocking Period, Unlocking Ratio and Duration of the Long-Term Incentive Stock Ownership Plan | Mgmt | For | Against | Against | ||||
Shenzhen Sunlord Electronics Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002138 | CINS Y77435108 | 03/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Amendments to Management Method of Employee Stock Holding | Mgmt | For | For | For | ||||
Shenzhen Sunlord Electronics Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002138 | CINS Y77435108 | 03/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Work Report Of The Board Of Directors | Mgmt | For | For | For | ||||
2 | 2022 Work Report Of Independent Directors | Mgmt | For | For | For | ||||
3 | 2022 Work Report Of The Supervisory Committee | Mgmt | For | For | For | ||||
4 | 2022 Accounts and Reports | Mgmt | For | For | For | ||||
5 | 2022 Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
6 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
7 | Directors' Fees | Mgmt | For | For | For | ||||
8 | Supervisors' Fees | Mgmt | For | For | For | ||||
9 | Related Party Transactions | Mgmt | For | For | For | ||||
10 | Authority to Give Guarantees for Controlled Companies in 2023 | Mgmt | For | Against | Against | ||||
Sitc International Holdings Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1308 | CINS G8187G105 | 04/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect YANG Shaopeng | Mgmt | For | Against | Against | ||||
6 | Elect YANG Xin | Mgmt | For | For | For | ||||
7 | Elect Rebecca LIU Ka Ying | Mgmt | For | For | For | ||||
8 | Elect TSE Siu Ngan | Mgmt | For | For | For | ||||
9 | Elect HU Mantian | Mgmt | For | For | For | ||||
10 | Directors' Fees | Mgmt | For | For | For | ||||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
12 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
13 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
14 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | ||||
15 | Amendments to Articles | Mgmt | For | Against | Against | ||||
TCL Zhonghuan Renewable Energy Technology Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002129 | CINS Y88171106 | 04/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | 2022 Work Report Of The Board Of Directors | Mgmt | For | For | For | ||||
3 | 2022 Work Report of the Board of Supervisors | Mgmt | For | For | For | ||||
4 | To Consider and Approve 2022 Final Accounts Report of the Company | Mgmt | For | For | For | ||||
5 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
6 | Plan on Profit Distribution and Capitalization of Capital Reserve for 2022 | Mgmt | For | For | For | ||||
7 | Proposal on the Remuneration of Directors, Super Visors and Officers for 2022 | Mgmt | For | For | For | ||||
8 | Special Report on Deposit and Uses of the Proceeds for 2022 of the Board of Directors | Mgmt | For | For | For | ||||
9 | Proposal to Reappoint the Auditor of the Company for 2023 | Mgmt | For | For | For | ||||
10 | To Consider and Approve the Proposal to Buy Liability Insurances for Directors, Supervisors and Officers | Mgmt | For | For | For | ||||
11 | Approve Provision of Guarantee | Mgmt | For | For | For | ||||
12 | Elect LI Jian | Mgmt | For | For | For | ||||
13 | Approve Company's Eligibility for Issuance of Convertible Bonds | Mgmt | For | For | For | ||||
14 | Approve Type | Mgmt | For | For | For | ||||
15 | Approve Issue Size | Mgmt | For | For | For | ||||
16 | Approve Par Value and Issue Price | Mgmt | For | For | For | ||||
17 | Approve Bond Maturity | Mgmt | For | For | For | ||||
18 | Approve Bond Interest Rate | Mgmt | For | For | For | ||||
19 | Approve Repayment Period and Manner | Mgmt | For | For | For | ||||
20 | Approve Conversion Period | Mgmt | For | For | For | ||||
21 | Approve Determination and Its Basis, Adjustment Method and Calculation Method of Conversion Price | Mgmt | For | For | For | ||||
22 | Approve Terms for Downward Adjustment of Conversion Price | Mgmt | For | For | For | ||||
23 | Approve Method for Determining the Number of Shares for Conversion | Mgmt | For | For | For | ||||
24 | Approve Terms of Redemption | Mgmt | For | For | For | ||||
25 | Approve Terms of Sell-Back | Mgmt | For | For | For | ||||
26 | Approve Dividend Distribution Post Conversion | Mgmt | For | For | For | ||||
27 | Approve Issue Manner and Target Subscribers | Mgmt | For | For | For | ||||
28 | Approve Placing Arrangement for Shareholders | Mgmt | For | For | For | ||||
29 | Approve Matters Relating to Meetings of Bondholders | Mgmt | For | For | For | ||||
30 | Approve Use of Proceeds | Mgmt | For | For | For | ||||
31 | Approve Rating Matters | Mgmt | For | For | For | ||||
32 | Approve Guarantee Matters | Mgmt | For | For | For | ||||
33 | Approve Depository of Raised Funds | Mgmt | For | For | For | ||||
34 | Approve Resolution Validity Period | Mgmt | For | For | For | ||||
35 | Approve Issuance of Convertible Bonds | Mgmt | For | For | For | ||||
36 | Approve Feasibility Analysis Report on the Use of Proceeds | Mgmt | For | For | For | ||||
37 | Approve Demonstration Analysis Report in Connection to Convertible Bond Issuance | Mgmt | For | For | For | ||||
38 | Approve Report on the Usage of Previously Raised Funds | Mgmt | For | For | For | ||||
39 | Approve Impact of Dilution of Current Returns on Major Financial Indicators and the Relevant Measures to be Taken | Mgmt | For | For | For | ||||
40 | Approve the Principles of Bondholders Meeting | Mgmt | For | For | For | ||||
41 | Approve Shareholder Return Plan | Mgmt | For | For | For | ||||
42 | Approve Authorization of Board to Handle All Related Matters | Mgmt | For | For | For | ||||
43 | Approve Whitewash Waiver and Related Transactions | Mgmt | For | For | For | ||||
TCL Zhonghuan Renewable Energy Technology Co. Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002129 | CINS Y88171106 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2023 Employee Stock Ownership Plan (Draft) And Its Summary | Mgmt | For | Against | Against | ||||
2 | Formulation Of The Management Measures For 2023 Employee Stock Ownership Plan | Mgmt | For | Against | Against | ||||
3 | Authorization to the Board to Handle Matters Regarding the 2023 Employee Stock Ownership Plan | Mgmt | For | Against | Against | ||||
Tencent Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
700 | CINS G87572163 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect Jacobus Petrus (Koos) Bekker | Mgmt | For | Against | Against | ||||
6 | Elect ZHANG Xiulan | Mgmt | For | For | For | ||||
7 | Directors' Fees | Mgmt | For | For | For | ||||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Tencent Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
700 | CINS G87572163 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Adoption of 2023 Share Option Scheme | Mgmt | For | Against | Against | ||||
4 | Transfer of Share Options | Mgmt | For | Against | Against | ||||
5 | Termination of 2017 Share Option Scheme | Mgmt | For | For | For | ||||
6 | Scheme Mandate Limit (2023 Share Option Scheme) | Mgmt | For | Against | Against | ||||
7 | Service Provider Sub-limit (2023 Share Option Scheme) | Mgmt | For | Against | Against | ||||
8 | Adoption of 2023 Share Award Scheme | Mgmt | For | Against | Against | ||||
9 | Transfer of Share Awards | Mgmt | For | Against | Against | ||||
10 | Termination of Share Award Schemes | Mgmt | For | For | For | ||||
11 | Scheme Mandate Limit (2023 Share Award Scheme - Share Award) | Mgmt | For | Against | Against | ||||
12 | Scheme Mandate Limit (2023 Share Award Scheme - New Shares Share Award) | Mgmt | For | Against | Against | ||||
13 | Service Provider Sub-limit (2023 Share Award Scheme) | Mgmt | For | Against | Against | ||||
Wanhua Chemical Group Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600309 | CINS Y9520G109 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Accounts and Reports | Mgmt | For | For | For | ||||
2 | 2022 Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Report on the Completion of 2022 Investment Plan and 2023 Investment Plan | Mgmt | For | For | For | ||||
4 | 2022 Annual Report | Mgmt | For | For | For | ||||
5 | 2022 Directors' Report | Mgmt | For | For | For | ||||
6 | 2022 Supervisors' Report | Mgmt | For | For | For | ||||
7 | 2022 Independent Directors' Report | Mgmt | For | For | For | ||||
8 | Payment of Auditor Compensation | Mgmt | For | For | For | ||||
9 | Appointment of Auditor | Mgmt | For | For | For | ||||
10 | Related Party Transactions | Mgmt | For | For | For | ||||
11 | Authority to Give Guarantees | Mgmt | For | Against | Against | ||||
12 | Proposal to Apply for Continued Registeration of Non-Financial Corporate Debt Financing Instrument (DFI) | Mgmt | For | For | For | ||||
13 | Amendments to Management System for External Guarantees | Mgmt | For | For | For | ||||
14 | Amendments to Articles | Mgmt | For | For | For | ||||
15 | Elect LIU Zhijun | Mgmt | For | For | For | ||||
16 | Elect LIAO Zengtai | Mgmt | For | Against | Against | ||||
17 | Elect KOU Guangwu | Mgmt | For | For | For | ||||
18 | Elect HUA Weiqi | Mgmt | For | For | For | ||||
19 | Elect RONG Feng | Mgmt | For | For | For | ||||
20 | Elect CHEN Dianxin | Mgmt | For | For | For | ||||
21 | Elect WANG Qingchun | Mgmt | For | For | For | ||||
22 | Elect GUO Xingtian | Mgmt | For | For | For | ||||
23 | Elect WU Changqi | Mgmt | For | For | For | ||||
24 | Elect WANG Huacheng | Mgmt | For | For | For | ||||
25 | Elect MA Yuguo | Mgmt | For | For | For | ||||
26 | Elect LI Zhongxiang | Mgmt | For | For | For | ||||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Wanhua Chemical Group Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
600309 | CINS Y9520G109 | 08/15/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Authority to Give Guarantees for Subsidiaries | Mgmt | For | For | For | ||||
2 | Change of Company's Registered Type | Mgmt | For | For | For | ||||
Yunnan Energy New Material Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002812 | CINS Y9881M109 | 03/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Directors' Report | Mgmt | For | For | For | ||||
2 | 2022 Supervisors' Report | Mgmt | For | For | For | ||||
3 | 2022 Accounts and Reports | Mgmt | For | For | For | ||||
4 | 2022 Allocation of Profits | Mgmt | For | For | For | ||||
5 | 2022 Annual Report and its Summary | Mgmt | For | For | For | ||||
6 | Reappointment of Auditor and Internal Control Auditor | Mgmt | For | For | For | ||||
7 | 2022 Directors' Fees | Mgmt | For | For | For | ||||
8 | 2022 Supervisory Board Fees | Mgmt | For | For | For | ||||
9 | Proposal for 2023 Line of Credit | Mgmt | For | For | For | ||||
10 | Proposal for 2023 Guarantee Given within Consolidated Statement | Mgmt | For | For | For | ||||
11 | Proposal for 2023 Deposit, Loan and Guarantee Business with Related Bank | Mgmt | For | For | For | ||||
12 | Proposal to Offer Financial Aids to its Subsidiaries | Mgmt | For | For | For | ||||
13 | Proposal to Establish Various Functional Committees for the Fifth Board of Directors | Mgmt | For | For | For | ||||
14 | Elect Paul LEE Xiaoming | Mgmt | For | For | For | ||||
15 | Elect LI Xiaohua | Mgmt | For | For | For | ||||
16 | Elect Yan Ma | Mgmt | For | For | For | ||||
17 | Elect Alex CHENG | Mgmt | For | For | For | ||||
18 | Elect MA Weihua | Mgmt | For | For | For | ||||
19 | Elect FENG Jie | Mgmt | For | For | For | ||||
20 | Elect SHOU Chunyan | Mgmt | For | For | For | ||||
21 | Elect PAN Siming | Mgmt | For | For | For | ||||
22 | Elect ZHANG Jing | Mgmt | For | For | For | ||||
23 | Elect ZHANG Tao | Mgmt | For | For | For | ||||
24 | Elect LI Bing | Mgmt | For | Against | Against | ||||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Yunnan Energy New Material Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
002812 | CINS Y9881M109 | 05/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Approve Extension of Resolution Validity Period of Private Placement | Mgmt | For | For | For | ||||
2 | Approve Extension of Authorization of the Board on Private Placement | Mgmt | For | For | For | ||||
Zhejiang Jingsheng Mechanical and Electrical Co. Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
300316 | CINS Y9803K108 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | 2022 Work Report Of The Board Of Directors | Mgmt | For | For | For | ||||
2 | 2022 Work Report Of The Supervisory Committee | Mgmt | For | For | For | ||||
3 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | ||||
4 | 2022 Annual Accounts | Mgmt | For | For | For | ||||
5 | 2022 Profit Distribution Plan | Mgmt | For | For | For | ||||
6 | Authority to Give Guarantees | Mgmt | For | For | For | ||||
7 | Appointment of Auditor | Mgmt | For | For | For | ||||
Zoomlion Heavy Industry Science and Technology Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1157 | CINS Y1293Y102 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Other | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Authority to Repurchase H Shares | Mgmt | For | For | For | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Zoomlion Heavy Industry Science and Technology Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1157 | CINS Y1293Y102 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Directors' Report | Mgmt | For | For | For | ||||
3 | Supervisors' Report | Mgmt | For | For | For | ||||
4 | Accounts and Reports | Mgmt | For | For | For | ||||
5 | Annual Report of A Share | Mgmt | For | For | For | ||||
6 | Annual Report of H Share | Mgmt | For | For | For | ||||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
8 | Appointment of KPMG Huazhen Certified Public as the Companys domestic auditors and internal control auditors | Mgmt | For | For | For | ||||
9 | KPMG as the Companys international auditors | Mgmt | For | For | For | ||||
10 | Authorise the Companys management to determine the actual remuneration payable to the Companys domestic and international auditors | Mgmt | For | For | For | ||||
11 | Application for Banking Credit Line | Mgmt | For | For | For | ||||
12 | Authorization to Zoomlion Industrial Vehicles to Engage in Business relating to Banker's Acceptance Secured by Goods | Mgmt | For | For | For | ||||
13 | Authorization to Agricultural Machinery Co.Ltd., a subsidiary of the Company, to engage in financial business with relevant financial institutions and downstream customers and provide external guarantees. | Mgmt | For | For | For | ||||
14 | Authority to Give Guarantees | Mgmt | For | Against | Against | ||||
15 | Investment and Financial Management | Mgmt | For | For | For | ||||
16 | Development of Financial Derivatives Business | Mgmt | For | For | For | ||||
17 | Authorization to Hunan Zhicheng Financing and Guarantee Company Limited to Provide Guarantees | Mgmt | For | For | For | ||||
18 | Authorization to Zoomlion Aerial Machinery to Provide Guarantees | Mgmt | For | For | For | ||||
19 | Zoomlion Aerial Machinery to Apply for General Credit Line | Mgmt | For | For | For | ||||
20 | Zoomlion Aerial Machinery to Provide Guarantees for Equipment Leasing Customers | Mgmt | For | For | For | ||||
21 | Authority to Give Buy-Back Guarantees | Mgmt | For | Against | Against | ||||
22 | Authority to Register and Issue Debt Instruments | Mgmt | For | For | For | ||||
23 | Authority to Issue Super Short-term Commercial Paper | Mgmt | For | For | For | ||||
24 | Authority to Issue Medium-term Notes | Mgmt | For | For | For | ||||
25 | Authority to Repurchase H Shares | Mgmt | For | For | For | ||||
26 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
27 | Elect ZHAN Chunxin | Mgmt | For | For | For | ||||
28 | Elect HE Liu | Mgmt | For | Against | Against | ||||
29 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
30 | Elect ZHANG Chenghu | Mgmt | For | For | For | ||||
31 | Elect Houston HUANG Guobin | Mgmt | For | For | For | ||||
32 | Elect WU Baohai | Mgmt | For | For | For | ||||
33 | Elect HUANG Jun | Mgmt | For | For | For | ||||
34 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
35 | Elect YAN Mengyu as Supervisor | Mgmt | For | Against | Against | ||||
36 | Elect XIONG Yanming as Supervisor | Mgmt | For | For | For | ||||
37 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
ZTO Express (Cayman) Inc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2057 | CUSIP 98980A105 | 04/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
2 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
3 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | ||||
4 | Amendments to Articles | Mgmt | For | For | For | ||||
ZTO Express (Cayman) Inc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2057 | CUSIP 98980A105 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Elect Hongqun Hu | Mgmt | For | For | For | ||||
3 | Elect Xing LIU | Mgmt | For | Against | Against | ||||
4 | Elect Frank Zhen Wei | Mgmt | For | Against | Against | ||||
5 | Directors' Fees | Mgmt | For | Against | Against | ||||
6 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
7 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
8 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
9 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | ||||
Fund Name : Neuberger Berman Large Cap Growth Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
AbbVie Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ABBV | CUSIP 00287Y109 | 05/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert J. Alpern | Mgmt | For | For | For | ||||
2 | Elect Melody B. Meyer | Mgmt | For | For | For | ||||
3 | Elect Frederick H. Waddell | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
7 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | Against | For | ||||
8 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
9 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||||
10 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
Activision Blizzard, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ATVI | CUSIP 00507V109 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Reveta Bowers | Mgmt | For | For | For | ||||
2 | Elect Kerry Carr | Mgmt | For | For | For | ||||
3 | Elect Robert J. Corti | Mgmt | For | For | For | ||||
4 | Elect Brian G. Kelly | Mgmt | For | For | For | ||||
5 | Elect Robert A. Kotick | Mgmt | For | For | For | ||||
6 | Elect Barry Meyer | Mgmt | For | For | For | ||||
7 | Elect Robert J. Morgado | Mgmt | For | For | For | ||||
8 | Elect Peter Nolan | Mgmt | For | For | For | ||||
9 | Elect Dawn Ostroff | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||||
14 | Shareholder Proposal Regarding Policy on Freedom of Association | ShrHoldr | Against | For | Against | ||||
15 | Shareholder Proposal Regarding Report on Harassment and Discrimination | ShrHoldr | Against | Abstain | N/A | ||||
Adobe Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ADBE | CUSIP 00724F101 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Amy L. Banse | Mgmt | For | For | For | ||||
2 | Elect Brett Biggs | Mgmt | For | For | For | ||||
3 | Elect Melanie Boulden | Mgmt | For | For | For | ||||
4 | Elect Frank A. Calderoni | Mgmt | For | For | For | ||||
5 | Elect Laura B. Desmond | Mgmt | For | For | For | ||||
6 | Elect Shantanu Narayen | Mgmt | For | For | For | ||||
7 | Elect Spencer Neumann | Mgmt | For | For | For | ||||
8 | Elect Kathleen Oberg | Mgmt | For | For | For | ||||
9 | Elect Dheeraj Pandey | Mgmt | For | For | For | ||||
10 | Elect David A. Ricks | Mgmt | For | For | For | ||||
11 | Elect Daniel Rosensweig | Mgmt | For | For | For | ||||
12 | Elect John E. Warnock | Mgmt | For | For | For | ||||
13 | Amendment to the 2019 Equity Incentive Plan | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
17 | Shareholder Proposal Regarding Report on Hiring Practices for People With Arrest Records | ShrHoldr | Against | Against | For | ||||
Alphabet Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GOOGL | CUSIP 02079K305 | 06/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Larry Page | Mgmt | For | For | For | ||||
2 | Elect Sergey Brin | Mgmt | For | For | For | ||||
3 | Elect Sundar Pichai | Mgmt | For | For | For | ||||
4 | Elect John L. Hennessy | Mgmt | For | For | For | ||||
5 | Elect Frances H. Arnold | Mgmt | For | For | For | ||||
6 | Elect R. Martin Chavez | Mgmt | For | For | For | ||||
7 | Elect L. John Doerr | Mgmt | For | Against | Against | ||||
8 | Elect Roger W. Ferguson, Jr. | Mgmt | For | For | For | ||||
9 | Elect Ann Mather | Mgmt | For | Against | Against | ||||
10 | Elect K. Ram Shriram | Mgmt | For | For | For | ||||
11 | Elect Robin L. Washington | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Amendment to the 2021 Stock Plan | Mgmt | For | Against | Against | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
16 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | For | Against | ||||
17 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Lobbying Activity Alignment with Climate Commitments and the Paris Agreement | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | For | Against | ||||
20 | Shareholder Proposal Regarding Report on Siting in Countries of Significant Human Rights Concern | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Human Rights Impact Assessment | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Algorithm Disclosures | ShrHoldr | Against | For | Against | ||||
23 | Shareholder Proposal Regarding Alignment of YouTube Policies With Legislation | ShrHoldr | Against | For | Against | ||||
24 | Shareholder Proposal Regarding Content Governance Report | ShrHoldr | Against | Against | For | ||||
25 | Shareholder Proposal Regarding Assessment of Audit and Compliance Committee | ShrHoldr | Against | For | Against | ||||
26 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
27 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | ||||
28 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Against | For | Against | ||||
Amazon.com, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMZN | CUSIP 023135106 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jeffrey P. Bezos | Mgmt | For | For | For | ||||
2 | Elect Andrew R. Jassy | Mgmt | For | For | For | ||||
3 | Elect Keith B. Alexander | Mgmt | For | For | For | ||||
4 | Elect Edith W. Cooper | Mgmt | For | For | For | ||||
5 | Elect Jamie S. Gorelick | Mgmt | For | For | For | ||||
6 | Elect Daniel P. Huttenlocher | Mgmt | For | For | For | ||||
7 | Elect Judith A. McGrath | Mgmt | For | Against | Against | ||||
8 | Elect Indra K. Nooyi | Mgmt | For | For | For | ||||
9 | Elect Jonathan J. Rubinstein | Mgmt | For | For | For | ||||
10 | Elect Patricia Q. Stonesifer | Mgmt | For | For | For | ||||
11 | Elect Wendell P. Weeks | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Amendment to the 1997 Stock Incentive Plan | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Report on Customer Due Diligence | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | For | Against | ||||
21 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | ShrHoldr | Against | Against | For | ||||
25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | ShrHoldr | Against | For | Against | ||||
27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | ||||
28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | ShrHoldr | Against | Against | For | ||||
29 | Shareholder Proposal Regarding Formation of Public Policy Committee | ShrHoldr | Against | Against | For | ||||
30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | ShrHoldr | Against | Against | For | ||||
31 | Shareholder Proposal Regarding Report on Working Conditions | ShrHoldr | Against | For | Against | ||||
32 | Shareholder Proposal Regarding Report on Plastic Packaging | ShrHoldr | Against | Against | For | ||||
33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | ShrHoldr | Against | For | Against | ||||
Analog Devices, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ADI | CUSIP 032654105 | 03/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Vincent Roche | Mgmt | For | For | For | ||||
2 | Elect James A. Champy | Mgmt | For | For | For | ||||
3 | Elect Andre Andonian | Mgmt | For | For | For | ||||
4 | Elect Anantha P. Chandrakasan | Mgmt | For | For | For | ||||
5 | Elect Edward H. Frank | Mgmt | For | For | For | ||||
6 | Elect Laurie H. Glimcher | Mgmt | For | For | For | ||||
7 | Elect Karen M. Golz | Mgmt | For | For | For | ||||
8 | Elect Mercedes Johnson | Mgmt | For | For | For | ||||
9 | Elect Kenton J. Sicchitano | Mgmt | For | For | For | ||||
10 | Elect Ray Stata | Mgmt | For | For | For | ||||
11 | Elect Susie Wee | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Apollo Global Management, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APO | CUSIP 03769M106 | 10/07/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Marc A. Beilinson | Mgmt | For | For | For | ||||
1.2 | Elect James R. Belardi | Mgmt | For | For | For | ||||
1.3 | Elect Jessica M. Bibliowicz | Mgmt | For | For | For | ||||
1.4 | Elect Walter Clayton | Mgmt | For | For | For | ||||
1.5 | Elect Michael E. Ducey | Mgmt | For | For | For | ||||
1.6 | Elect Richard P. Emerson | Mgmt | For | For | For | ||||
1.7 | Elect Kerry Murphy Healey | Mgmt | For | For | For | ||||
1.8 | Elect Mitra Hormozi | Mgmt | For | For | For | ||||
1.9 | Elect Pamela J. Joyner | Mgmt | For | For | For | ||||
1.10 | Elect Scott M. Kleinman | Mgmt | For | For | For | ||||
1.11 | Elect Alvin B. Krongard | Mgmt | For | For | For | ||||
1.12 | Elect Pauline D.E. Richards | Mgmt | For | Withhold | Against | ||||
1.13 | Elect Marc Rowan | Mgmt | For | For | For | ||||
1.14 | Elect David Simon | Mgmt | For | For | For | ||||
1.15 | Elect Lynn C. Swann | Mgmt | For | For | For | ||||
1.16 | Elect James C. Zelter | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | Against | Against | ||||
Apple Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AAPL | CUSIP 037833100 | 03/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James A. Bell | Mgmt | For | For | For | ||||
2 | Elect Timothy D. Cook | Mgmt | For | For | For | ||||
3 | Elect Albert A. Gore | Mgmt | For | For | For | ||||
4 | Elect Alex Gorsky | Mgmt | For | For | For | ||||
5 | Elect Andrea Jung | Mgmt | For | For | For | ||||
6 | Elect Arthur D. Levinson | Mgmt | For | For | For | ||||
7 | Elect Monica C. Lozano | Mgmt | For | For | For | ||||
8 | Elect Ronald D. Sugar | Mgmt | For | For | For | ||||
9 | Elect Susan L. Wagner | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | ||||
14 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Shareholder Engagement with the Board | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | ShrHoldr | Against | Against | For | ||||
Atlassian Corporation Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TEAM | CUSIP G06242104 | 08/22/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Approve Scheme of Arrangement | Mgmt | For | For | For | ||||
Atlassian Corporation Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TEAM | CUSIP G06242111 | 08/22/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Effect Scheme of Arrangement | Mgmt | For | For | For | ||||
Avery Dennison Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AVY | CUSIP 053611109 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Bradley A. Alford | Mgmt | For | For | For | ||||
2 | Elect Anthony K. Anderson | Mgmt | For | For | For | ||||
3 | Elect Mitchell R. Butier | Mgmt | For | For | For | ||||
4 | Elect Ken C. Hicks | Mgmt | For | For | For | ||||
5 | Elect Andres A. Lopez | Mgmt | For | For | For | ||||
6 | Elect Francesca Reverberi | Mgmt | For | For | For | ||||
7 | Elect Patrick T. Siewert | Mgmt | For | For | For | ||||
8 | Elect Julia A. Stewart | Mgmt | For | For | For | ||||
9 | Elect Martha N. Sullivan | Mgmt | For | For | For | ||||
10 | Elect William R. Wagner | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Boston Scientific Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BSX | CUSIP 101137107 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nelda J. Connors | Mgmt | For | For | For | ||||
2 | Elect Charles J. Dockendorff | Mgmt | For | For | For | ||||
3 | Elect Yoshiaki Fujimori | Mgmt | For | For | For | ||||
4 | Elect Edward J. Ludwig | Mgmt | For | For | For | ||||
5 | Elect Michael F. Mahoney | Mgmt | For | For | For | ||||
6 | Elect David J. Roux | Mgmt | For | For | For | ||||
7 | Elect John E. Sununu | Mgmt | For | For | For | ||||
8 | Elect David S. Wichmann | Mgmt | For | For | For | ||||
9 | Elect Ellen M. Zane | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Brookfield Asset Management Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BAM.A | CUSIP 112585104 | 11/09/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Spin-off | Mgmt | For | For | For | ||||
2 | Manager Management Share Option Plan | Mgmt | For | For | For | ||||
3 | Manager Non-Qualified Management Share Option Plan | Mgmt | For | For | For | ||||
4 | Manager Escrowed Stock Plan | Mgmt | For | For | For | ||||
CDW Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CDW | CUSIP 12514G108 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Virginia Addicott | Mgmt | For | For | For | ||||
2 | Elect James A. Bell | Mgmt | For | For | For | ||||
3 | Elect Lynda M. Clarizio | Mgmt | For | For | For | ||||
4 | Elect Anthony R. Foxx | Mgmt | For | For | For | ||||
5 | Elect Marc E. Jones | Mgmt | For | For | For | ||||
6 | Elect Christine A. Leahy | Mgmt | For | For | For | ||||
7 | Elect Sanjay Mehrotra | Mgmt | For | For | For | ||||
8 | Elect David W. Nelms | Mgmt | For | For | For | ||||
9 | Elect Joseph R. Swedish | Mgmt | For | For | For | ||||
10 | Elect Donna F. Zarcone | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Allow Shareholders the Right to Call Special Meetings | Mgmt | For | For | For | ||||
15 | Amendment to Articles Regarding Officer Exculpation | Mgmt | For | Against | Against | ||||
Chewy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CHWY | CUSIP 16679L109 | 07/14/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect James Kim | Mgmt | For | For | For | ||||
1.2 | Elect David Leland | Mgmt | For | For | For | ||||
1.3 | Elect Lisa Sibenac | Mgmt | For | For | For | ||||
1.4 | Elect Sumit Singh | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
4 | Approval of the 2022 Omnibus Incentive Plan | Mgmt | For | For | For | ||||
CME Group Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CME | CUSIP 12572Q105 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Terrence A. Duffy | Mgmt | For | For | For | ||||
2 | Elect Kathryn Benesh | Mgmt | For | For | For | ||||
3 | Elect Timothy S. Bitsberger | Mgmt | For | For | For | ||||
4 | Elect Charles P. Carey | Mgmt | For | For | For | ||||
5 | Elect Bryan T. Durkin | Mgmt | For | For | For | ||||
6 | Elect Harold Ford Jr. | Mgmt | For | For | For | ||||
7 | Elect Martin J. Gepsman | Mgmt | For | For | For | ||||
8 | Elect Larry G. Gerdes | Mgmt | For | For | For | ||||
9 | Elect Daniel R. Glickman | Mgmt | For | For | For | ||||
10 | Elect Daniel G. Kaye | Mgmt | For | For | For | ||||
11 | Elect Phyllis M. Lockett | Mgmt | For | For | For | ||||
12 | Elect Deborah J. Lucas | Mgmt | For | For | For | ||||
13 | Elect Terry L. Savage | Mgmt | For | For | For | ||||
14 | Elect Rahael Seifu | Mgmt | For | For | For | ||||
15 | Elect William R. Shepard | Mgmt | For | For | For | ||||
16 | Elect Howard J. Siegel | Mgmt | For | For | For | ||||
17 | Elect Dennis A. Suskind | Mgmt | For | For | For | ||||
18 | Ratification of Auditor | Mgmt | For | For | For | ||||
19 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
20 | Advisory vote on the frequency of future advisory votes on executive compensation: please vote on this resolution to approve 1 year | Mgmt | 1 Year | 1 Year | For | ||||
Costco Wholesale Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
COST | CUSIP 22160K105 | 01/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Susan L. Decker | Mgmt | For | For | For | ||||
2 | Elect Kenneth D. Denman | Mgmt | For | For | For | ||||
3 | Elect Richard A. Galanti | Mgmt | For | Against | Against | ||||
4 | Elect Hamilton E. James | Mgmt | For | For | For | ||||
5 | Elect W. Craig Jelinek | Mgmt | For | For | For | ||||
6 | Elect Sally Jewell | Mgmt | For | For | For | ||||
7 | Elect Charles T. Munger | Mgmt | For | For | For | ||||
8 | Elect Jeffrey S. Raikes | Mgmt | For | For | For | ||||
9 | Elect John W. Stanton | Mgmt | For | For | For | ||||
10 | Elect Ron M. Vachris | Mgmt | For | For | For | ||||
11 | Elect Mary Agnes Wilderotter | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Against | Against | For | ||||
Dollar Tree, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DLTR | CUSIP 256746108 | 06/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard W. Dreiling | Mgmt | For | For | For | ||||
2 | Elect Cheryl W. Grise | Mgmt | For | For | For | ||||
3 | Elect Daniel J. Heinrich | Mgmt | For | For | For | ||||
4 | Elect Paul C. Hilal | Mgmt | For | For | For | ||||
5 | Elect Edward J. Kelly, III | Mgmt | For | For | For | ||||
6 | Elect Mary A. Laschinger | Mgmt | For | For | For | ||||
7 | Elect Jeffrey G. Naylor | Mgmt | For | For | For | ||||
8 | Elect Winnie Y. Park | Mgmt | For | For | For | ||||
9 | Elect Bertram L. Scott | Mgmt | For | For | For | ||||
10 | Elect Stephanie P. Stahl | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Report on Workforce Practices and Financial Returns | ShrHoldr | Against | Against | For | ||||
Enterprise Products Partners L.P. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EPD | CUSIP 293792107 | 11/22/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Amendment to the 2008 Long-Term Incentive Plan | Mgmt | For | For | For | ||||
2 | Amendment to the Unit Purchase Plan | Mgmt | For | For | For | ||||
Equifax Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EFX | CUSIP 294429105 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark W. Begor | Mgmt | For | For | For | ||||
2 | Elect Mark L. Feidler | Mgmt | For | For | For | ||||
3 | Elect Karen Fichuk | Mgmt | For | For | For | ||||
4 | Elect G. Thomas Hough | Mgmt | For | For | For | ||||
5 | Elect Robert D. Marcus | Mgmt | For | For | For | ||||
6 | Elect Scott A. McGregor | Mgmt | For | For | For | ||||
7 | Elect John A. McKinley | Mgmt | For | For | For | ||||
8 | Elect Melissa D. Smith | Mgmt | For | For | For | ||||
9 | Elect Audrey Boone Tillman | Mgmt | For | For | For | ||||
10 | Elect Heather H. Wilson | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Approval of the 2023 Omnibus Incentive Plan | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | ||||
Intuit Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INTU | CUSIP 461202103 | 01/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Eve Burton | Mgmt | For | For | For | ||||
2 | Elect Scott D. Cook | Mgmt | For | For | For | ||||
3 | Elect Richard L. Dalzell | Mgmt | For | For | For | ||||
4 | Elect Sasan Goodarzi | Mgmt | For | For | For | ||||
5 | Elect Deborah Liu | Mgmt | For | For | For | ||||
6 | Elect Tekedra Mawakana | Mgmt | For | For | For | ||||
7 | Elect Suzanne Nora Johnson | Mgmt | For | For | For | ||||
8 | Elect Thomas J. Szkutak | Mgmt | For | For | For | ||||
9 | Elect Raul Vazquez | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
Johnson & Johnson | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
JNJ | CUSIP 478160104 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Darius Adamczyk | Mgmt | For | For | For | ||||
2 | Elect Mary C. Beckerle | Mgmt | For | For | For | ||||
3 | Elect D. Scott Davis | Mgmt | For | For | For | ||||
4 | Elect Jennifer A. Doudna | Mgmt | For | For | For | ||||
5 | Elect Joaquin Duato | Mgmt | For | For | For | ||||
6 | Elect Marillyn A. Hewson | Mgmt | For | For | For | ||||
7 | Elect Paula A. Johnson | Mgmt | For | For | For | ||||
8 | Elect Hubert Joly | Mgmt | For | For | For | ||||
9 | Elect Mark B. McClellan | Mgmt | For | For | For | ||||
10 | Elect Anne Mulcahy | Mgmt | For | For | For | ||||
11 | Elect Mark A. Weinberger | Mgmt | For | For | For | ||||
12 | Elect Nadja Y. West | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Adoption of Mandatory Arbitration Bylaw | ShrHoldr | Against | Abstain | N/A | ||||
17 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | ShrHoldr | Against | Abstain | N/A | ||||
19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
Keurig Dr Pepper Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KDP | CUSIP 49271V100 | 06/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert J. Gamgort | Mgmt | For | For | For | ||||
2 | Elect Oray Boston | Mgmt | For | For | For | ||||
3 | Elect Olivier Goudet | Mgmt | For | For | For | ||||
4 | Elect Peter Harf | Mgmt | For | For | For | ||||
5 | Elect Juliette Hickman | Mgmt | For | For | For | ||||
6 | Elect Paul S. Michaels | Mgmt | For | For | For | ||||
7 | Elect Pamela H. Patsley | Mgmt | For | For | For | ||||
8 | Elect Lubomira Rochet | Mgmt | For | For | For | ||||
9 | Elect Debra A. Sandler | Mgmt | For | For | For | ||||
10 | Elect Robert S. Singer | Mgmt | For | For | For | ||||
11 | Elect Larry D. Young | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Mastercard Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MA | CUSIP 57636Q104 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Merit E. Janow | Mgmt | For | For | For | ||||
2 | Elect Candido Botelho Bracher | Mgmt | For | For | For | ||||
3 | Elect Richard K. Davis | Mgmt | For | For | For | ||||
4 | Elect Julius Genachowski | Mgmt | For | For | For | ||||
5 | Elect Choon Phong Goh | Mgmt | For | For | For | ||||
6 | Elect Oki Matsumoto | Mgmt | For | For | For | ||||
7 | Elect Michael Miebach | Mgmt | For | For | For | ||||
8 | Elect Youngme E. Moon | Mgmt | For | For | For | ||||
9 | Elect Rima Qureshi | Mgmt | For | For | For | ||||
10 | Elect Gabrielle Sulzberger | Mgmt | For | For | For | ||||
11 | Elect Harit Talwar | Mgmt | For | For | For | ||||
12 | Elect Lance Uggla | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Approval of the Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | ShrHoldr | Against | Against | For | ||||
McDonald's Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MCD | CUSIP 580135101 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Anthony G. Capuano | Mgmt | For | For | For | ||||
2 | Elect Kareem Daniel | Mgmt | For | For | For | ||||
3 | Elect Lloyd H. Dean | Mgmt | For | For | For | ||||
4 | Elect Catherine Engelbert | Mgmt | For | For | For | ||||
5 | Elect Margaret H. Georgiadis | Mgmt | For | For | For | ||||
6 | Elect Enrique Hernandez, Jr. | Mgmt | For | For | For | ||||
7 | Elect Christopher Kempczinski | Mgmt | For | For | For | ||||
8 | Elect Richard H. Lenny | Mgmt | For | For | For | ||||
9 | Elect John Mulligan | Mgmt | For | For | For | ||||
10 | Elect Jennifer Taubert | Mgmt | For | For | For | ||||
11 | Elect Paul S. Walsh | Mgmt | For | For | For | ||||
12 | Elect Amy Weaver | Mgmt | For | For | For | ||||
13 | Elect Miles D. White | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Policy on Use of Medically-Important Antibiotics in the Beef and Pork Supply Chain | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Compliance With WHO Guidelines on Medically-Important Antimicrobials in Supply Chain | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Transparency Report on Global Public Policy And Political Influence | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Disclosure of Animal Welfare Indicators | ShrHoldr | Against | Against | For | ||||
Medtronic Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MDT | CUSIP 585055106 | 12/08/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard H. Anderson | Mgmt | For | For | For | ||||
2 | Elect Craig Arnold | Mgmt | For | For | For | ||||
3 | Elect Scott C. Donnelly | Mgmt | For | For | For | ||||
4 | Elect Lidia L. Fonseca | Mgmt | For | For | For | ||||
5 | Elect Andrea J. Goldsmith | Mgmt | For | For | For | ||||
6 | Elect Randall J. Hogan, III | Mgmt | For | For | For | ||||
7 | Elect Kevin E. Lofton | Mgmt | For | For | For | ||||
8 | Elect Geoffrey Straub Martha | Mgmt | For | For | For | ||||
9 | Elect Elizabeth G. Nabel | Mgmt | For | For | For | ||||
10 | Elect Denise M. O'Leary | Mgmt | For | For | For | ||||
11 | Elect Kendall J. Powell | Mgmt | For | Against | Against | ||||
12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Meta Platforms, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
META | CUSIP 30303M102 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Peggy Alford | Mgmt | For | For | For | ||||
1.2 | Elect Marc L. Andreessen | Mgmt | For | For | For | ||||
1.3 | Elect Andrew W. Houston | Mgmt | For | For | For | ||||
1.4 | Elect Nancy Killefer | Mgmt | For | For | For | ||||
1.5 | Elect Robert M. Kimmitt | Mgmt | For | For | For | ||||
1.6 | Elect Sheryl K. Sandberg | Mgmt | For | For | For | ||||
1.7 | Elect Tracey T. Travis | Mgmt | For | For | For | ||||
1.8 | Elect Tony Xu | Mgmt | For | For | For | ||||
1.9 | Elect Mark Zuckerberg | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | ||||
4 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Against | For | Against | ||||
5 | Shareholder Proposal Regarding Human Rights Impact Assessment | ShrHoldr | Against | For | Against | ||||
6 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | For | Against | ||||
7 | Shareholder Proposal Regarding Report on Content Management in India | ShrHoldr | Against | For | Against | ||||
8 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | ShrHoldr | Against | Against | For | ||||
9 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | For | Against | ||||
10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | ShrHoldr | Against | For | Against | ||||
11 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | ShrHoldr | Against | For | Against | ||||
12 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | ShrHoldr | Against | Against | For | ||||
13 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | ShrHoldr | Against | For | Against | ||||
Microsoft Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MSFT | CUSIP 594918104 | 12/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Reid G. Hoffman | Mgmt | For | For | For | ||||
2 | Elect Hugh F. Johnston | Mgmt | For | For | For | ||||
3 | Elect Teri L. List | Mgmt | For | For | For | ||||
4 | Elect Satya Nadella | Mgmt | For | For | For | ||||
5 | Elect Sandra E. Peterson | Mgmt | For | For | For | ||||
6 | Elect Penny S. Pritzker | Mgmt | For | For | For | ||||
7 | Elect Carlos A. Rodriguez | Mgmt | For | For | For | ||||
8 | Elect Charles W. Scharf | Mgmt | For | For | For | ||||
9 | Elect John W. Stanton | Mgmt | For | For | For | ||||
10 | Elect John W. Thompson | Mgmt | For | For | For | ||||
11 | Elect Emma N. Walmsley | Mgmt | For | For | For | ||||
12 | Elect Padmasree Warrior | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Report on Hiring Practices | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Managing Climate Risk in Employee Retirement Options | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Government Use of Technology | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Risks of Developing Military Weapons | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
Netflix, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NFLX | CUSIP 64110L106 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mathias Dopfner | Mgmt | For | Against | Against | ||||
2 | Elect Reed Hastings | Mgmt | For | For | For | ||||
3 | Elect Jay Hoag | Mgmt | For | Against | Against | ||||
4 | Elect Ted Sarandos | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
8 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
9 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | ShrHoldr | Against | Against | For | ||||
10 | Shareholder Proposal Regarding Report on Climate Risk in Employee Retirement Default Options | ShrHoldr | Against | Against | For | ||||
11 | Shareholder Proposal Regarding Policy on Freedom of Association | ShrHoldr | Against | For | Against | ||||
NextEra Energy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NEE | CUSIP 65339F101 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nicole S. Arnaboldi | Mgmt | For | For | For | ||||
2 | Elect Sherry S. Barrat | Mgmt | For | For | For | ||||
3 | Elect James L. Camaren | Mgmt | For | For | For | ||||
4 | Elect Kenneth B. Dunn | Mgmt | For | For | For | ||||
5 | Elect Naren K. Gursahaney | Mgmt | For | For | For | ||||
6 | Elect Kirk S. Hachigian | Mgmt | For | For | For | ||||
7 | Elect John W. Ketchum | Mgmt | For | For | For | ||||
8 | Elect Amy B. Lane | Mgmt | For | For | For | ||||
9 | Elect David L. Porges | Mgmt | For | For | For | ||||
10 | Elect Dev Stahlkopf | Mgmt | For | For | For | ||||
11 | Elect John Arthur Stall | Mgmt | For | For | For | ||||
12 | Elect Darryl L. Wilson | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | ShrHoldr | Against | For | Against | ||||
Nike, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NKE | CUSIP 654106103 | 09/09/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Alan B. Graf, Jr. | Mgmt | For | For | For | ||||
2 | Elect Peter B. Henry | Mgmt | For | For | For | ||||
3 | Elect Michelle A. Peluso | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
7 | Shareholder Proposal Regarding Policy to Pause Sourcing of Raw Materials from China | ShrHoldr | Against | Against | For | ||||
NVIDIA Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NVDA | CUSIP 67066G104 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert K. Burgess | Mgmt | For | For | For | ||||
2 | Elect Tench Coxe | Mgmt | For | For | For | ||||
3 | Elect John O. Dabiri | Mgmt | For | For | For | ||||
4 | Elect Persis S. Drell | Mgmt | For | For | For | ||||
5 | Elect Jen-Hsun Huang | Mgmt | For | For | For | ||||
6 | Elect Dawn Hudson | Mgmt | For | For | For | ||||
7 | Elect Harvey C. Jones | Mgmt | For | For | For | ||||
8 | Elect Michael G. McCaffery | Mgmt | For | For | For | ||||
9 | Elect Stephen C. Neal | Mgmt | For | For | For | ||||
10 | Elect Mark L. Perry | Mgmt | For | For | For | ||||
11 | Elect A. Brooke Seawell | Mgmt | For | For | For | ||||
12 | Elect Aarti Shah | Mgmt | For | For | For | ||||
13 | Elect Mark A. Stevens | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
Okta, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OKTA | CUSIP 679295105 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Shellye L. Archambeau | Mgmt | For | For | For | ||||
1.2 | Elect Robert L. Dixon, Jr. | Mgmt | For | For | For | ||||
1.3 | Elect Benjamin A. Horowitz | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Paycor HCM, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PYCR | CUSIP 70435P102 | 10/26/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Whitney Bouck | Mgmt | For | Withhold | Against | ||||
1.2 | Elect Scott Miller | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Jason Wright | Mgmt | For | Withhold | Against | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
S&P Global Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SPGI | CUSIP 78409V104 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Marco Alvera | Mgmt | For | For | For | ||||
2 | Elect Jacques Esculier | Mgmt | For | For | For | ||||
3 | Elect Gay Huey Evans | Mgmt | For | For | For | ||||
4 | Elect William D. Green | Mgmt | For | For | For | ||||
5 | Elect Stephanie C. Hill | Mgmt | For | For | For | ||||
6 | Elect Rebecca Jacoby | Mgmt | For | For | For | ||||
7 | Elect Robert P. Kelly | Mgmt | For | For | For | ||||
8 | Elect Ian P. Livingston | Mgmt | For | For | For | ||||
9 | Elect Deborah D. McWhinney | Mgmt | For | For | For | ||||
10 | Elect Maria R. Morris | Mgmt | For | For | For | ||||
11 | Elect Douglas L. Peterson | Mgmt | For | For | For | ||||
12 | Elect Richard E. Thornburgh | Mgmt | For | For | For | ||||
13 | Elect Gregory Washington | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
Salesforce, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRM | CUSIP 79466L302 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Marc R. Benioff | Mgmt | For | For | For | ||||
2 | Elect Laura Alber | Mgmt | For | For | For | ||||
3 | Elect Craig A. Conway | Mgmt | For | For | For | ||||
4 | Elect Arnold W. Donald | Mgmt | For | For | For | ||||
5 | Elect Parker Harris | Mgmt | For | For | For | ||||
6 | Elect Neelie Kroes | Mgmt | For | For | For | ||||
7 | Elect Sachin Mehra | Mgmt | For | For | For | ||||
8 | Elect G. Mason Morfit | Mgmt | For | For | For | ||||
9 | Elect Oscar Munoz | Mgmt | For | For | For | ||||
10 | Elect John V. Roos | Mgmt | For | For | For | ||||
11 | Elect Robin L. Washington | Mgmt | For | For | For | ||||
12 | Elect Maynard G. Webb | Mgmt | For | For | For | ||||
13 | Elect Susan D. Wojcicki | Mgmt | For | For | For | ||||
14 | Amendment to the 2013 Equity Incentive Plan | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | ShrHoldr | Against | Against | For | ||||
SBA Communications Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SBAC | CUSIP 78410G104 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steven E. Bernstein | Mgmt | For | For | For | ||||
2 | Elect Laurie Bowen | Mgmt | For | For | For | ||||
3 | Elect Amy E. Wilson | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
ServiceNow, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NOW | CUSIP 81762P102 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Susan L. Bostrom | Mgmt | For | Against | Against | ||||
2 | Elect Teresa Briggs | Mgmt | For | For | For | ||||
3 | Elect Jonathan C. Chadwick | Mgmt | For | Against | Against | ||||
4 | Elect Paul E. Chamberlain | Mgmt | For | For | For | ||||
5 | Elect Lawrence J. Jackson, Jr. | Mgmt | For | For | For | ||||
6 | Elect Frederic B. Luddy | Mgmt | For | For | For | ||||
7 | Elect William R. McDermott | Mgmt | For | For | For | ||||
8 | Elect Jeffrey A. Miller | Mgmt | For | For | For | ||||
9 | Elect Joseph Quinlan | Mgmt | For | For | For | ||||
10 | Elect Anita M. Sands | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Amendment to the 2021 Equity Incentive Plan | Mgmt | For | For | For | ||||
14 | Elect Deborah Black | Mgmt | For | For | For | ||||
Sweetgreen, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SG | CUSIP 87043Q108 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Neil Blumenthal | Mgmt | For | Withhold | Against | ||||
1.2 | Elect Julie Bornstein | Mgmt | For | For | For | ||||
1.3 | Elect Cliff Burrows | Mgmt | For | For | For | ||||
1.4 | Elect Nicholas Jammet | Mgmt | For | For | For | ||||
1.5 | Elect Valerie B. Jarrett | Mgmt | For | For | For | ||||
1.6 | Elect Youngme E. Moon | Mgmt | For | For | For | ||||
1.7 | Elect Jonathan Neman | Mgmt | For | For | For | ||||
1.8 | Elect Nathaniel Ru | Mgmt | For | For | For | ||||
1.9 | Elect Bradley E. Singer | Mgmt | For | For | For | ||||
2 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
TE Connectivity Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TEL | CUSIP H84989104 | 03/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jean-Pierre Clamadieu | Mgmt | For | For | For | ||||
2 | Elect Terrence R. Curtin | Mgmt | For | For | For | ||||
3 | Elect Carol A. Davidson | Mgmt | For | For | For | ||||
4 | Elect Lynn A. Dugle | Mgmt | For | For | For | ||||
5 | Elect William A. Jeffrey | Mgmt | For | For | For | ||||
6 | Elect Shirley LIN Syaru | Mgmt | For | For | For | ||||
7 | Elect Thomas J. Lynch | Mgmt | For | For | For | ||||
8 | Elect Heath A. Mitts | Mgmt | For | Against | Against | ||||
9 | Elect Abhijit Y. Talwalkar | Mgmt | For | For | For | ||||
10 | Elect Mark C. Trudeau | Mgmt | For | For | For | ||||
11 | Elect Dawn C. Willoughby | Mgmt | For | For | For | ||||
12 | Elect Laura H. Wright | Mgmt | For | Against | Against | ||||
13 | Appoint Thomas J. Lynch as Board Chair | Mgmt | For | For | For | ||||
14 | Elect Abhijit Y. Talwalkar as Management Development and Compensation Committee Member | Mgmt | For | For | For | ||||
15 | Elect Mark C. Trudeau as Management Development and Compensation Committee Member | Mgmt | For | For | For | ||||
16 | Elect Dawn C. Willoughby as Management Development and Compensation Committee Member | Mgmt | For | For | For | ||||
17 | Appointment of Independent Proxy | Mgmt | For | For | For | ||||
18 | Approval of Annual Report and Financial Statements | Mgmt | For | For | For | ||||
19 | Approval of Statutory Financial Statements | Mgmt | For | For | For | ||||
20 | Approval of Consolidated Financial Statements | Mgmt | For | For | For | ||||
21 | Ratification of Board and Management Acts | Mgmt | For | For | For | ||||
22 | Appointment of Auditor | Mgmt | For | For | For | ||||
23 | Appointment of Swiss Registered Auditor | Mgmt | For | For | For | ||||
24 | Appointment of Special Auditor | Mgmt | For | For | For | ||||
25 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
26 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
27 | Approval of Swiss Statutory Compensation Report | Mgmt | For | For | For | ||||
28 | Executive Compensation | Mgmt | For | For | For | ||||
29 | Board Compensation | Mgmt | For | For | For | ||||
30 | Allocation of Profits | Mgmt | For | For | For | ||||
31 | Dividend from Reserves | Mgmt | For | For | For | ||||
32 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
33 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | For | For | ||||
34 | Approval of a Capital Band | Mgmt | For | For | For | ||||
The Home Depot, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HD | CUSIP 437076102 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gerard J. Arpey | Mgmt | For | For | For | ||||
2 | Elect Ari Bousbib | Mgmt | For | For | For | ||||
3 | Elect Jeffery H. Boyd | Mgmt | For | For | For | ||||
4 | Elect Gregory D. Brenneman | Mgmt | For | For | For | ||||
5 | Elect J. Frank Brown | Mgmt | For | For | For | ||||
6 | Elect Albert P. Carey | Mgmt | For | For | For | ||||
7 | Elect Edward P. Decker | Mgmt | For | For | For | ||||
8 | Elect Linda R. Gooden | Mgmt | For | For | For | ||||
9 | Elect Wayne M. Hewett | Mgmt | For | For | For | ||||
10 | Elect Manuel Kadre | Mgmt | For | For | For | ||||
11 | Elect Stephanie C. Linnartz | Mgmt | For | For | For | ||||
12 | Elect Paula Santilli | Mgmt | For | For | For | ||||
13 | Elect Caryn Seidman-Becker | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
17 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Public Positions on Political Speech | ShrHoldr | Against | Against | For | ||||
The Progressive Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PGR | CUSIP 743315103 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Danelle M. Barrett | Mgmt | For | For | For | ||||
2 | Elect Philip F. Bleser | Mgmt | For | For | For | ||||
3 | Elect Stuart B. Burgdoerfer | Mgmt | For | For | For | ||||
4 | Elect Pamela J. Craig | Mgmt | For | For | For | ||||
5 | Elect Charles A. Davis | Mgmt | For | For | For | ||||
6 | Elect Roger N. Farah | Mgmt | For | For | For | ||||
7 | Elect Lawton W. Fitt | Mgmt | For | For | For | ||||
8 | Elect Susan Patricia Griffith | Mgmt | For | For | For | ||||
9 | Elect Devin C. Johnson | Mgmt | For | For | For | ||||
10 | Elect Jeffrey D. Kelly | Mgmt | For | For | For | ||||
11 | Elect Barbara R. Snyder | Mgmt | For | For | For | ||||
12 | Elect Kahina Van Dyke | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
The TJX Companies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TJX | CUSIP 872540109 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jose B. Alvarez | Mgmt | For | For | For | ||||
2 | Elect Alan M. Bennett | Mgmt | For | For | For | ||||
3 | Elect Rosemary T. Berkery | Mgmt | For | For | For | ||||
4 | Elect David T. Ching | Mgmt | For | For | For | ||||
5 | Elect C. Kim Goodwin | Mgmt | For | For | For | ||||
6 | Elect Ernie Herrman | Mgmt | For | For | For | ||||
7 | Elect Amy B. Lane | Mgmt | For | For | For | ||||
8 | Elect Carol Meyrowitz | Mgmt | For | For | For | ||||
9 | Elect Jackwyn L. Nemerov | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Report on Supply Chain Due Diligence | ShrHoldr | Against | Against | For | ||||
14 | Shareholder Proposal Regarding Report on Human Rights Risks from Supply Chain Employee Misclassification | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Paid Sick Leave | ShrHoldr | Against | For | Against | ||||
The Walt Disney Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DIS | CUSIP 254687106 | 04/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mary T. Barra | Mgmt | For | For | For | ||||
2 | Elect Safra A. Catz | Mgmt | For | For | For | ||||
3 | Elect Amy L. Chang | Mgmt | For | For | For | ||||
4 | Elect Francis A. deSouza | Mgmt | For | For | For | ||||
5 | Elect Carolyn N. Everson | Mgmt | For | For | For | ||||
6 | Elect Michael B.G. Froman | Mgmt | For | For | For | ||||
7 | Elect Robert A. Iger | Mgmt | For | For | For | ||||
8 | Elect Maria Elena Lagomasino | Mgmt | For | For | For | ||||
9 | Elect Calvin R. McDonald | Mgmt | For | For | For | ||||
10 | Elect Mark G. Parker | Mgmt | For | For | For | ||||
11 | Elect Derica W. Rice | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
Thermo Fisher Scientific Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TMO | CUSIP 883556102 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Marc N. Casper | Mgmt | For | For | For | ||||
2 | Elect Nelson J. Chai | Mgmt | For | For | For | ||||
3 | Elect Ruby R. Chandy | Mgmt | For | For | For | ||||
4 | Elect C. Martin Harris | Mgmt | For | For | For | ||||
5 | Elect Tyler Jacks | Mgmt | For | For | For | ||||
6 | Elect R. Alexandra Keith | Mgmt | For | For | For | ||||
7 | Elect James C. Mullen | Mgmt | For | For | For | ||||
8 | Elect Lars R. Sorensen | Mgmt | For | For | For | ||||
9 | Elect Debora L. Spar | Mgmt | For | For | For | ||||
10 | Elect Scott M. Sperling | Mgmt | For | For | For | ||||
11 | Elect Dion J. Weisler | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Amendment to the 2013 Stock Incentive Plan | Mgmt | For | For | For | ||||
16 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
Union Pacific Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UNP | CUSIP 907818108 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect William J. DeLaney | Mgmt | For | For | For | ||||
2 | Elect David B. Dillon | Mgmt | For | For | For | ||||
3 | Elect Sheri H. Edison | Mgmt | For | For | For | ||||
4 | Elect Teresa M. Finley | Mgmt | For | For | For | ||||
5 | Elect Lance M. Fritz | Mgmt | For | For | For | ||||
6 | Elect Deborah C. Hopkins | Mgmt | For | For | For | ||||
7 | Elect Jane H. Lute | Mgmt | For | For | For | ||||
8 | Elect Michael R. McCarthy | Mgmt | For | For | For | ||||
9 | Elect Jose H. Villarreal | Mgmt | For | For | For | ||||
10 | Elect Christopher J. Williams | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
16 | Shareholder Proposal Regarding Paid Sick Leave | ShrHoldr | Against | Against | For | ||||
UnitedHealth Group Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UNH | CUSIP 91324P102 | 06/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Timothy P. Flynn | Mgmt | For | For | For | ||||
2 | Elect Paul R. Garcia | Mgmt | For | For | For | ||||
3 | Elect Kristen Gil | Mgmt | For | For | For | ||||
4 | Elect Stephen J. Hemsley | Mgmt | For | For | For | ||||
5 | Elect Michele J. Hooper | Mgmt | For | For | For | ||||
6 | Elect F. William McNabb, III | Mgmt | For | For | For | ||||
7 | Elect Valerie C. Montgomery Rice | Mgmt | For | For | For | ||||
8 | Elect John H. Noseworthy | Mgmt | For | For | For | ||||
9 | Elect Andrew Witty | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | For | Against | ||||
14 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||||
Visa Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
V | CUSIP 92826C839 | 01/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lloyd A. Carney | Mgmt | For | For | For | ||||
2 | Elect Kermit R. Crawford | Mgmt | For | For | For | ||||
3 | Elect Francisco Javier Fernandez-Carbajal | Mgmt | For | For | For | ||||
4 | Elect Alfred F. Kelly, Jr. | Mgmt | For | For | For | ||||
5 | Elect Ramon L. Laguarta | Mgmt | For | For | For | ||||
6 | Elect Teri L. List | Mgmt | For | For | For | ||||
7 | Elect John F. Lundgren | Mgmt | For | For | For | ||||
8 | Elect Denise M. Morrison | Mgmt | For | For | For | ||||
9 | Elect Linda Rendle | Mgmt | For | For | For | ||||
10 | Elect Maynard G. Webb | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Abstain | N/A | ||||
Walmart Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WMT | CUSIP 931142103 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Cesar Conde | Mgmt | For | For | For | ||||
2 | Elect Timothy P. Flynn | Mgmt | For | For | For | ||||
3 | Elect Sarah J. Friar | Mgmt | For | For | For | ||||
4 | Elect Carla A. Harris | Mgmt | For | For | For | ||||
5 | Elect Thomas W. Horton | Mgmt | For | For | For | ||||
6 | Elect Marissa A. Mayer | Mgmt | For | For | For | ||||
7 | Elect C. Douglas McMillon | Mgmt | For | For | For | ||||
8 | Elect Gregory B. Penner | Mgmt | For | For | For | ||||
9 | Elect Randall L. Stephenson | Mgmt | For | For | For | ||||
10 | Elect S. Robson Walton | Mgmt | For | For | For | ||||
11 | Elect Steuart L. Walton | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | ShrHoldr | Against | For | Against | ||||
Waste Management, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WM | CUSIP 94106L109 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Bruce E. Chinn | Mgmt | For | For | For | ||||
2 | Elect James C. Fish, Jr. | Mgmt | For | For | For | ||||
3 | Elect Andres R. Gluski | Mgmt | For | For | For | ||||
4 | Elect Victoria M. Holt | Mgmt | For | For | For | ||||
5 | Elect Kathleen M. Mazzarella | Mgmt | For | For | For | ||||
6 | Elect Sean E. Menke | Mgmt | For | For | For | ||||
7 | Elect William B. Plummer | Mgmt | For | For | For | ||||
8 | Elect John C. Pope | Mgmt | For | For | For | ||||
9 | Elect Maryrose T. Sylvester | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Approval of 2023 Stock Incentive Plan | Mgmt | For | For | For | ||||
Workday, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WDAY | CUSIP 98138H101 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Christa Davies | Mgmt | For | For | For | ||||
2 | Elect Wayne A.I. Frederick | Mgmt | For | For | For | ||||
3 | Elect Mark J. Hawkins | Mgmt | For | For | For | ||||
4 | Elect George J. Still Jr. | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
7 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
Zendesk, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ZEN | CUSIP 98936J101 | 08/17/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael Frandsen | Mgmt | For | For | For | ||||
2 | Elect Brandon Gayle | Mgmt | For | For | For | ||||
3 | Elect Ronald J. Pasek | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Fund Name : Neuberger Berman International Equity Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Adidas AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ADS | CINS D0066B185 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
3 | Allocation of Dividends | Mgmt | For | For | For | ||||
4 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
5 | Ratification of Supervisory Board Acts | Mgmt | For | Against | Against | ||||
6 | Remuneration Report | Mgmt | For | Against | Against | ||||
7 | Amendments to Articles (Virtual Meetings) | Mgmt | For | For | For | ||||
8 | Amendments to Articles (Virtual AGM Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
9 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
10 | Authority to Repurchase Shares Using Equity Derivatives | Mgmt | For | For | For | ||||
11 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
12 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
13 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
14 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
AIA Group Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1299 | CINS Y002A1105 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect Edmund TSE Sze Wing | Mgmt | For | Against | Against | ||||
6 | Elect Jack SO Chak Kwong | Mgmt | For | Against | Against | ||||
7 | Elect Lawrence LAU Juen-Yee | Mgmt | For | For | For | ||||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
11 | Directors' Fees | Mgmt | For | For | For | ||||
12 | Amendment to the Share Option Scheme | Mgmt | For | Against | Against | ||||
13 | Adoption of Amended Restricted Share Unit Scheme | Mgmt | For | Against | Against | ||||
14 | Adoption of the Amended Employee Share Purchase Plan | Mgmt | For | For | For | ||||
15 | Adoption of the Amended Agency Share Purchase Plan | Mgmt | For | For | For | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Air Liquide S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AI | CINS F01764103 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Accounts and Reports | Mgmt | For | For | For | ||||
7 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
8 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
9 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
10 | Elect Catherine Guillouard | Mgmt | For | For | For | ||||
11 | Elect Christina Choi Lai Law | Mgmt | For | For | For | ||||
12 | Elect Alexis Perakis-Valat | Mgmt | For | For | For | ||||
13 | Elect Michael H. Thaman | Mgmt | For | For | For | ||||
14 | Elect Monica de Virgiliis | Mgmt | For | For | For | ||||
15 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
16 | 2022 Remuneration of Benoit Potier, Chair and CEO (Until May 31, 2022) | Mgmt | For | For | For | ||||
17 | 2022 Remuneration of Francois Jackow, CEO (From June 1, 2022) | Mgmt | For | For | For | ||||
18 | 2022 Remuneration of Benoit Potier, Chair (From June 1, 2022) | Mgmt | For | For | For | ||||
19 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
20 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | ||||
21 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | ||||
22 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
23 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
24 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
25 | Greenshoe | Mgmt | For | For | For | ||||
26 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
27 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | ||||
28 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Aon plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AON | CUSIP G0408V102 | 06/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lester B. Knight | Mgmt | For | For | For | ||||
2 | Elect Gregory C. Case | Mgmt | For | For | For | ||||
3 | Elect CAI Jinyong | Mgmt | For | For | For | ||||
4 | Elect Jeffrey C. Campbell | Mgmt | For | For | For | ||||
5 | Elect Fulvio Conti | Mgmt | For | For | For | ||||
6 | Elect Cheryl A. Francis | Mgmt | For | For | For | ||||
7 | Elect Adriana Karaboutis | Mgmt | For | For | For | ||||
8 | Elect Richard C. Notebaert | Mgmt | For | For | For | ||||
9 | Elect Gloria Santona | Mgmt | For | For | For | ||||
10 | Elect Sarah E. Smith | Mgmt | For | For | For | ||||
11 | Elect Byron O. Spruell | Mgmt | For | For | For | ||||
12 | Elect Carolyn Y. Woo | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Appointment of Statutory Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Statutory Auditor's Fees | Mgmt | For | For | For | ||||
18 | Amendment to the 2011 Incentive Plan | Mgmt | For | For | For | ||||
ASML Holding N.V. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ASML | CINS N07059202 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Remuneration Report | Mgmt | For | For | For | ||||
6 | Accounts and Reports | Mgmt | For | For | For | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Allocation of Dividends | Mgmt | For | For | For | ||||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
11 | Long-Term Incentive Plan; Authority to Issue Shares | Mgmt | For | For | For | ||||
12 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | ||||
13 | Supervisory Board Fees | Mgmt | For | For | For | ||||
14 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
15 | Elect Nils Andersen to the Supervisory Board | Mgmt | For | For | For | ||||
16 | Elect Jack P. de Kreij to the Supervisory Board | Mgmt | For | For | For | ||||
17 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
18 | Appointment of Auditor | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Cancellation of Shares | Mgmt | For | For | For | ||||
23 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
24 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Astrazeneca plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AZN | CINS G0593M107 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Appointment of Auditor | Mgmt | For | For | For | ||||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
5 | Elect Michel Demare | Mgmt | For | For | For | ||||
6 | Elect Pascal Soriot | Mgmt | For | For | For | ||||
7 | Elect Aradhana Sarin | Mgmt | For | For | For | ||||
8 | Elect Philip Broadley | Mgmt | For | For | For | ||||
9 | Elect Euan Ashley | Mgmt | For | For | For | ||||
10 | Elect Deborah DiSanzo | Mgmt | For | For | For | ||||
11 | Elect Diana Layfield | Mgmt | For | For | For | ||||
12 | Elect Sherilyn S. McCoy | Mgmt | For | For | For | ||||
13 | Elect Tony MOK Shu Kam | Mgmt | For | For | For | ||||
14 | Elect Nazneen Rahman | Mgmt | For | For | For | ||||
15 | Elect Andreas Rummelt | Mgmt | For | For | For | ||||
16 | Elect Marcus Wallenberg | Mgmt | For | Against | Against | ||||
17 | Remuneration Report | Mgmt | For | For | For | ||||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
24 | Adoption of New Articles | Mgmt | For | For | For | ||||
Autoliv, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ALV | CUSIP 052800109 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mikael Bratt | Mgmt | For | For | For | ||||
2 | Elect Mary Lauren Brlas | Mgmt | For | For | For | ||||
3 | Elect Jan Carlson | Mgmt | For | For | For | ||||
4 | Elect Hasse Johansson | Mgmt | For | For | For | ||||
5 | Elect Leif Johansson | Mgmt | For | For | For | ||||
6 | Elect Franz-Josef Kortum | Mgmt | For | For | For | ||||
7 | Elect Frederic B. Lissalde | Mgmt | For | For | For | ||||
8 | Elect Xiaozhi Liu | Mgmt | For | For | For | ||||
9 | Elect Gustav Lundgren | Mgmt | For | For | For | ||||
10 | Elect Martin Lundstedt | Mgmt | For | For | For | ||||
11 | Elect Thaddeus J. Senko | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Azelis Group NV | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AZE | CINS B0R5SJ106 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
7 | Accounts and Reports; Allocation of Dividends | Mgmt | For | For | For | ||||
8 | Remuneration Report | Mgmt | For | For | For | ||||
9 | Non-Executive Remuneration Policy | Mgmt | For | For | For | ||||
10 | Ratification of Board Acts | Mgmt | For | For | For | ||||
11 | Ratification of Auditor's Acts | Mgmt | For | For | For | ||||
12 | Ratification of Co-Option of Thomas E. Hallam | Mgmt | For | For | For | ||||
13 | Change in Control Clause (Landesbank Baden-Wurttemberg) | Mgmt | For | For | For | ||||
14 | Change in Control Clause (Citibank Europe plc) | Mgmt | For | For | For | ||||
15 | Authorization of Legal Formalities | Mgmt | For | For | For | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
BAE Systems plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BA. | CINS G06940103 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Policy | Mgmt | For | For | For | ||||
3 | Remuneration Report | Mgmt | For | For | For | ||||
4 | Final Dividend | Mgmt | For | For | For | ||||
5 | Elect Nick Anderson | Mgmt | For | For | For | ||||
6 | Elect Thomas Arseneault | Mgmt | For | For | For | ||||
7 | Elect Crystal E. Ashby | Mgmt | For | For | For | ||||
8 | Elect Elizabeth Corley | Mgmt | For | For | For | ||||
9 | Elect Bradley Greve | Mgmt | For | For | For | ||||
10 | Elect Jane Griffiths | Mgmt | For | For | For | ||||
11 | Elect Chris Grigg | Mgmt | For | For | For | ||||
12 | Elect Ewan Kirk | Mgmt | For | For | For | ||||
13 | Elect Stephen T. Pearce | Mgmt | For | For | For | ||||
14 | Elect Nicole W. Piasecki | Mgmt | For | For | For | ||||
15 | Elect Charles Woodburn | Mgmt | For | For | For | ||||
16 | Elect Cressida Hogg | Mgmt | For | For | For | ||||
17 | Elect Mark Sedwill | Mgmt | For | For | For | ||||
18 | Appointment of Auditor | Mgmt | For | For | For | ||||
19 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
20 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
21 | Long-Term Incentive Plan | Mgmt | For | For | For | ||||
22 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
23 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
24 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
25 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Bank of Ireland Group Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BIRG | CINS G0756R109 | 05/23/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
3 | Final Dividend | Mgmt | For | TNA | N/A | ||||
4 | Elect Myles O'Grady | Mgmt | For | TNA | N/A | ||||
5 | Elect Giles Andrews | Mgmt | For | TNA | N/A | ||||
6 | Elect Evelyn Bourke | Mgmt | For | TNA | N/A | ||||
7 | Elect Ian Buchanan | Mgmt | For | TNA | N/A | ||||
8 | Elect Eileen Fitzpatrick | Mgmt | For | TNA | N/A | ||||
9 | Elect Richard Goulding | Mgmt | For | TNA | N/A | ||||
10 | Elect Michele Greene | Mgmt | For | TNA | N/A | ||||
11 | Elect Patrick Kennedy | Mgmt | For | TNA | N/A | ||||
12 | Elect Fiona Muldoon | Mgmt | For | TNA | N/A | ||||
13 | Elect Steve Pateman | Mgmt | For | TNA | N/A | ||||
14 | Elect Mark Spain | Mgmt | For | TNA | N/A | ||||
15 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | ||||
17 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | TNA | N/A | ||||
18 | Remuneration Report | Mgmt | For | TNA | N/A | ||||
19 | Remuneration Policy | Mgmt | For | TNA | N/A | ||||
20 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | ||||
21 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | TNA | N/A | ||||
22 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | TNA | N/A | ||||
23 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | TNA | N/A | ||||
24 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | TNA | N/A | ||||
25 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | TNA | N/A | ||||
26 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
27 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
28 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
29 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
30 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
Bankinter SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BKT | CINS E2116H880 | 03/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Report on Non-Financial Information | Mgmt | For | For | For | ||||
5 | Ratification of Board Acts | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Appointment of Auditor | Mgmt | For | For | For | ||||
8 | Elect Maria Dolores Dancausa Trevino | Mgmt | For | For | For | ||||
9 | Elect Maria Teresa Pulido Mendoza | Mgmt | For | For | For | ||||
10 | Elect Maria Luisa Jorda Castro | Mgmt | For | For | For | ||||
11 | Elect Alvaro Alvarez-Alonso Plaza | Mgmt | For | For | For | ||||
12 | Board Size | Mgmt | For | For | For | ||||
13 | Creation of Capitalisation Reserve | Mgmt | For | For | For | ||||
14 | Authority to Transfer Shares Pursuant to Annual Variable Plan | Mgmt | For | For | For | ||||
15 | Maximum Variable Pay Ratio | Mgmt | For | For | For | ||||
16 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
17 | Remuneration Report | Mgmt | For | For | For | ||||
18 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Bawag Group AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BG | CINS A0997C107 | 03/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Ordinary | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
4 | Allocation of Dividends | Mgmt | For | For | For | ||||
5 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
6 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
7 | Appointment of Auditor | Mgmt | For | For | For | ||||
8 | Remuneration Report | Mgmt | For | Against | Against | ||||
9 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
10 | Amendments to Articles (Virtual General Meetings) | Mgmt | For | For | For | ||||
11 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Beiersdorf AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BEI | CINS D08792109 | 04/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Allocation of Dividends | Mgmt | For | For | For | ||||
7 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
8 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
9 | Appointment of Auditor | Mgmt | For | For | For | ||||
10 | Remuneration Report | Mgmt | For | For | For | ||||
11 | Elect Uta Kemmerich-Keil | Mgmt | For | For | For | ||||
12 | Elect Beatrice Dreyfus as Substitute Member | Mgmt | For | For | For | ||||
13 | Amendments to Articles (Virtual General Meetings) | Mgmt | For | For | For | ||||
14 | Amendments to Articles (Virtual AGM Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Brenntag SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BNR | CINS D12459117 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
3 | Allocation of Dividends | Mgmt | For | For | For | ||||
4 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
5 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
6 | Appointment of Auditor | Mgmt | For | For | For | ||||
7 | Management Board Remuneration Policy | Mgmt | For | For | For | ||||
8 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | ||||
9 | Remuneration Report | Mgmt | For | For | For | ||||
10 | Elect Richard Ridinger | Mgmt | For | Against | Against | ||||
11 | Elect Sujatha Chandrasekaran | Mgmt | For | Against | Against | ||||
12 | Amendments to Articles (Virtual Shareholder Meetings) | Mgmt | For | For | For | ||||
13 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
14 | Additional or Amended Shareholder Proposals | ShrHoldr | N/A | Against | N/A | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Bunzl plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BNZL | CINS G16968110 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Elect Peter Ventress | Mgmt | For | For | For | ||||
4 | Elect Frank van Zanten | Mgmt | For | For | For | ||||
5 | Elect Richard Howes | Mgmt | For | For | For | ||||
6 | Elect Vanda Murray | Mgmt | For | For | For | ||||
7 | Elect Lloyd Pitchford | Mgmt | For | For | For | ||||
8 | Elect Stephan R. Nanninga | Mgmt | For | For | For | ||||
9 | Elect Vin Murria | Mgmt | For | For | For | ||||
10 | Elect Pamela J. Kirby | Mgmt | For | For | For | ||||
11 | Elect Jacky Simmonds | Mgmt | For | For | For | ||||
12 | Appointment of Auditor | Mgmt | For | For | For | ||||
13 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
14 | Remuneration Report | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
19 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Bureau Veritas SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BVI | CINS F96888114 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
10 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
11 | Ratification of Co-Option of Laurent Mignon | Mgmt | For | For | For | ||||
12 | Elect Frederic Sanchez | Mgmt | For | For | For | ||||
13 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
14 | 2022 Remuneration of Aldo Cardoso, Chair | Mgmt | For | For | For | ||||
15 | 2022 Remuneration of Didier Michaud-Daniel, CEO | Mgmt | For | Against | Against | ||||
16 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
17 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | ||||
18 | 2023 Remuneration Policy (Outgoing CEO Until June 22, 2023) | Mgmt | For | Against | Against | ||||
19 | 2023 Remuneration Policy (Incoming CEO From June 22, 2023) | Mgmt | For | For | For | ||||
20 | 2023 Remuneration of Didier Michaud-Daniel, Outgoing CEO (Until June 22, 2023) | Mgmt | For | Against | Against | ||||
21 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
22 | Global Ceiling on Capital Increases and Debt Issuances | Mgmt | For | For | For | ||||
23 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
24 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
25 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | ||||
26 | Authority to Increase Capital in Case of Exchange Offers | Mgmt | For | For | For | ||||
27 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | ||||
28 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | ||||
29 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | ||||
30 | Greenshoe | Mgmt | For | For | For | ||||
31 | Authority to Grant Stock Options | Mgmt | For | Against | Against | ||||
32 | Authority to Issue Performance Shares | Mgmt | For | Against | Against | ||||
33 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
34 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
35 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
36 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
37 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Cenovus Energy Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CVE | CUSIP 15135U109 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Appointment of Auditor | Mgmt | For | For | For | ||||
2 | Elect Keith M. Casey | Mgmt | For | For | For | ||||
3 | Elect Canning K.N. Fok | Mgmt | For | For | For | ||||
4 | Elect Jane E. Kinney | Mgmt | For | For | For | ||||
5 | Elect Harold N. Kvisle | Mgmt | For | For | For | ||||
6 | Elect Eva L. Kwok | Mgmt | For | For | For | ||||
7 | Elect Melanie A. Little | Mgmt | For | For | For | ||||
8 | Elect Richard J. Marcogliese | Mgmt | For | For | For | ||||
9 | Elect Jonathan M. McKenzie | Mgmt | For | For | For | ||||
10 | Elect Claude Mongeau | Mgmt | For | For | For | ||||
11 | Elect Alexander J. Pourbaix | Mgmt | For | For | For | ||||
12 | Elect Wayne E. Shaw | Mgmt | For | For | For | ||||
13 | Elect Frank J. Sixt | Mgmt | For | For | For | ||||
14 | Elect Rhonda I. Zygocki | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net Zero Goal | ShrHoldr | For | For | For | ||||
Compass Group Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CPG | CINS G23296208 | 02/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Elect Ian K. Meakins | Mgmt | For | For | For | ||||
5 | Elect Dominic Blakemore | Mgmt | For | For | For | ||||
6 | Elect Palmer Brown | Mgmt | For | For | For | ||||
7 | Elect Gary Green | Mgmt | For | For | For | ||||
8 | Elect Carol Arrowsmith | Mgmt | For | For | For | ||||
9 | Elect Stefan Bomhard | Mgmt | For | For | For | ||||
10 | Elect John A. Bryant | Mgmt | For | For | For | ||||
11 | Elect Arlene Isaacs-Lowe | Mgmt | For | For | For | ||||
12 | Elect Anne-Francoise Nesmes | Mgmt | For | For | For | ||||
13 | Elect Sundar Raman | Mgmt | For | For | For | ||||
14 | Elect Nelson Luiz Costa Silva | Mgmt | For | For | For | ||||
15 | Elect Ireena Vittal | Mgmt | For | For | For | ||||
16 | Appointment of Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
CRH Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRH | CINS G25508105 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Remuneration Report | Mgmt | For | For | For | ||||
5 | Elect Richard Boucher | Mgmt | For | For | For | ||||
6 | Elect Caroline Dowling | Mgmt | For | For | For | ||||
7 | Elect Richard H. Fearon | Mgmt | For | For | For | ||||
8 | Elect Johan Karlstrom | Mgmt | For | For | For | ||||
9 | Elect Shaun Kelly | Mgmt | For | For | For | ||||
10 | Elect Badar Khan | Mgmt | For | For | For | ||||
11 | Elect H. Lamar McKay | Mgmt | For | For | For | ||||
12 | Elect Albert Manifold | Mgmt | For | For | For | ||||
13 | Elect Jim Mintern | Mgmt | For | For | For | ||||
14 | Elect Gillian L. Platt | Mgmt | For | For | For | ||||
15 | Elect Mary K. Rhinehart | Mgmt | For | For | For | ||||
16 | Elect Siobhan Talbot | Mgmt | For | For | For | ||||
17 | Elect Christina Verchere | Mgmt | For | For | For | ||||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
19 | Appointment of Auditor | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
CRH Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRH | CINS G25508105 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Court | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Scheme of Arrangement (Settlement System Migration) | Mgmt | For | For | For | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
CRH Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRH | CINS G25508105 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Approve Scheme of Arrangement | Mgmt | For | For | For | ||||
4 | Change of Listing | Mgmt | For | For | For | ||||
5 | Adoption of New Articles | Mgmt | For | For | For | ||||
6 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
7 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | ||||
8 | Amendments to Articles (Share Redemption) | Mgmt | For | Against | Against | ||||
9 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
DBS Group Holdings Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
D05 | CINS Y20246107 | 03/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
4 | Directors' Fees | Mgmt | For | For | For | ||||
5 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
6 | Elect Peter SEAH Lim Huat | Mgmt | For | Against | Against | ||||
7 | Elect Punita Lal | Mgmt | For | For | For | ||||
8 | Elect Anthony LIM Weng Kin | Mgmt | For | For | For | ||||
9 | Authority To Grant Awards And Issue Shares Under The Dbsh Share Plan | Mgmt | For | For | For | ||||
10 | Authority to Issues Share under The California Sub-Plan | Mgmt | For | For | For | ||||
11 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
12 | Authority To Issue Shares Pursuant To The Dbsh Scrip Dividend Scheme | Mgmt | For | For | For | ||||
13 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
DCC Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DCC | CINS G2689P101 | 07/15/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Remuneration Report | Mgmt | For | For | For | ||||
5 | Elect Laura Angelini | Mgmt | For | For | For | ||||
6 | Elect Mark Breuer | Mgmt | For | For | For | ||||
7 | Elect Caroline Dowling | Mgmt | For | For | For | ||||
8 | Elect Tufan Erginbilgic | Mgmt | For | For | For | ||||
9 | Elect David C. Jukes | Mgmt | For | For | For | ||||
10 | Elect Lily Liu | Mgmt | For | For | For | ||||
11 | Elect Kevin Lucey | Mgmt | For | For | For | ||||
12 | Elect Donal Murphy | Mgmt | For | For | For | ||||
13 | Elect Alan Ralph | Mgmt | For | For | For | ||||
14 | Elect Mark Ryan | Mgmt | For | For | For | ||||
15 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
20 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | ||||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Deutsche Boerse AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DB1 | CINS D1882G119 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
9 | Allocation of Dividends | Mgmt | For | For | For | ||||
10 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
11 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
12 | Amendments to Articles (Virtual Shareholder Meetings) | Mgmt | For | For | For | ||||
13 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
14 | Amendments to Articles (Convocation of Shareholder Meetings) | Mgmt | For | For | For | ||||
15 | Amendments to Articles (Share Register) | Mgmt | For | For | For | ||||
16 | Remuneration Report | Mgmt | For | For | For | ||||
17 | Appointment of Auditor | Mgmt | For | For | For | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Deutsche Telekom AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DTE | CINS D2035M136 | 04/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Allocation of Dividends | Mgmt | For | For | For | ||||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
11 | Appointment of Auditor | Mgmt | For | For | For | ||||
12 | Elect Harald Kruger | Mgmt | For | For | For | ||||
13 | Elect Reinhard Ploss | Mgmt | For | For | For | ||||
14 | Elect Margret Suckale | Mgmt | For | For | For | ||||
15 | Amendments to Articles (Virtual General Meetings) | Mgmt | For | For | For | ||||
16 | Remuneration Report | Mgmt | For | Against | Against | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Diageo plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DGE | CINS G42089113 | 10/06/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Elect Karen Blackett | Mgmt | For | For | For | ||||
5 | Elect Melissa Bethell | Mgmt | For | For | For | ||||
6 | Elect Lavanya Chandrashekar | Mgmt | For | For | For | ||||
7 | Elect Valerie Chapoulaud-Floquet | Mgmt | For | For | For | ||||
8 | Elect Javier Ferran | Mgmt | For | For | For | ||||
9 | Elect Susan Kilsby | Mgmt | For | For | For | ||||
10 | Elect John A. Manzoni | Mgmt | For | For | For | ||||
11 | Elect Lady Nicola Mendelsohn | Mgmt | For | For | For | ||||
12 | Elect Ivan Menezes | Mgmt | For | For | For | ||||
13 | Elect Alan Stewart | Mgmt | For | For | For | ||||
14 | Elect Ireena Vittal | Mgmt | For | Against | Against | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
17 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
18 | Amendment to the Irish Share Ownership Plan | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Disco Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6146 | CINS J12327102 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Kazuma Sekiya | Mgmt | For | For | For | ||||
5 | Elect Noboru Yoshinaga | Mgmt | For | For | For | ||||
6 | Elect Takao Tamura | Mgmt | For | For | For | ||||
7 | Elect Ichiro Inasaki | Mgmt | For | For | For | ||||
8 | Elect Shinichi Tamura | Mgmt | For | For | For | ||||
9 | Elect Tsutomu Mimata | Mgmt | For | Against | Against | ||||
10 | Elect Yusei Yamaguchi | Mgmt | For | For | For | ||||
11 | Elect Kazuyoshi Tokimaru | Mgmt | For | For | For | ||||
12 | Elect Noriko Oki | Mgmt | For | For | For | ||||
13 | Elect Akiko Matsuo | Mgmt | For | For | For | ||||
DSM Firmenich AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DSFIR | CINS H0245V108 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Dividends from Reserves | Mgmt | For | For | For | ||||
5 | Board Compensation | Mgmt | For | For | For | ||||
6 | Executive Compensation | Mgmt | For | For | For | ||||
7 | Amendments to Articles (Resolutions) | Mgmt | For | For | For | ||||
8 | Amendments to Articles (Share Register) | Mgmt | For | For | For | ||||
9 | Additional or Amended Proposals | Mgmt | N/A | Against | N/A | ||||
10 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Exclusive Networks SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EXN | CINS F3R28W106 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
6 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
7 | Allocation of Losses | Mgmt | For | For | For | ||||
8 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
9 | Elect Nathalie Lomon | Mgmt | For | Against | Against | ||||
10 | Elect Paul-Philippe Bernier | Mgmt | For | For | For | ||||
11 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
12 | 2022 Remuneration of Jesper Trolle, CEO | Mgmt | For | Against | Against | ||||
13 | 2022 Remuneration of Barbara Thoralfsson, Chair | Mgmt | For | For | For | ||||
14 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | ||||
15 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | ||||
16 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
17 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
18 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | ||||
22 | Greenshoe | Mgmt | For | For | For | ||||
23 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | ||||
24 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | ||||
25 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
26 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | ||||
27 | Amendments to Article Regarding Written Consultations | Mgmt | For | For | For | ||||
28 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Experian Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EXPN | CINS G32655105 | 07/21/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Elect Ruba Borno | Mgmt | For | For | For | ||||
4 | Elect Alison Brittain | Mgmt | For | For | For | ||||
5 | Elect Brian Cassin | Mgmt | For | For | For | ||||
6 | Elect Caroline F. Donahue | Mgmt | For | For | For | ||||
7 | Elect Luiz Fernando Vendramini Fleury | Mgmt | For | For | For | ||||
8 | Elect Jonathan Howell | Mgmt | For | For | For | ||||
9 | Elect Lloyd Pitchford | Mgmt | For | For | For | ||||
10 | Elect Mike Rogers | Mgmt | For | For | For | ||||
11 | Appointment of Auditor | Mgmt | For | For | For | ||||
12 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
14 | Share Plans | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
17 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Ferguson plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FERG | CINS G3421J106 | 11/30/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Elect Kelly Baker | Mgmt | For | For | For | ||||
4 | Elect Bill Brundage | Mgmt | For | Against | Against | ||||
5 | Elect Geoff Drabble | Mgmt | For | For | For | ||||
6 | Elect Catherine Halligan | Mgmt | For | For | For | ||||
7 | Elect Brian May | Mgmt | For | For | For | ||||
8 | Elect Kevin Murphy | Mgmt | For | For | For | ||||
9 | Elect Alan J. Murray | Mgmt | For | For | For | ||||
10 | Elect Thomas Schmitt | Mgmt | For | Against | Against | ||||
11 | Elect Nadia Shouraboura | Mgmt | For | For | For | ||||
12 | Elect Suzanne Wood | Mgmt | For | For | For | ||||
13 | Appointment of Auditor | Mgmt | For | For | For | ||||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
15 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
17 | Adoption of the Non-Employee Director Incentive Plan 2022 | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
21 | Adoption of New Articles of Association | Mgmt | For | For | For | ||||
Fujitsu Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6702 | CINS J15708159 | 06/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Takahito Tokita | Mgmt | For | For | For | ||||
3 | Elect Hidenori Furuta | Mgmt | For | For | For | ||||
4 | Elect Takeshi Isobe | Mgmt | For | For | For | ||||
5 | Elect Masami Yamamoto | Mgmt | For | For | For | ||||
6 | Elect Chiaki Mukai | Mgmt | For | For | For | ||||
7 | Elect Atsushi Abe | Mgmt | For | For | For | ||||
8 | Elect Yoshiko Kojo | Mgmt | For | For | For | ||||
9 | Elect Kenichiro Sasae | Mgmt | For | For | For | ||||
10 | Elect Byron Gill | Mgmt | For | For | For | ||||
11 | Elect Koji Hatsukawa as Statutory Auditor | Mgmt | For | For | For | ||||
12 | Adoption of Restricted share Unit Plan for Outside directors | Mgmt | For | For | For | ||||
Heineken NV | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HEIA | CINS N39427211 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
4 | Remuneration Report | Mgmt | For | For | For | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
7 | Allocation of Dividends | Mgmt | For | For | For | ||||
8 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
9 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
11 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
12 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | ||||
13 | Elect Michel R. de Carvalho to the Supervisory Board | Mgmt | For | For | For | ||||
14 | Elect Rosemary L. Ripley to the Supervisory Board | Mgmt | For | For | For | ||||
15 | Elect Beatriz Pardo to the Supervisory Board | Mgmt | For | For | For | ||||
16 | Elect Lodewijk Hijmans van den Bergh to the Supervisory Board | Mgmt | For | For | For | ||||
17 | Appointment of Auditor | Mgmt | For | For | For | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
HelloFresh SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HFG | CINS D3R2MA100 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Allocation of Profits | Mgmt | For | For | For | ||||
7 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
8 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
9 | Appointment of Auditor | Mgmt | For | For | For | ||||
10 | Elect John H. Rittenhouse | Mgmt | For | For | For | ||||
11 | Elect Ursula Radeke-Pietsch | Mgmt | For | For | For | ||||
12 | Elect Susanne Schroter-Crossan | Mgmt | For | For | For | ||||
13 | Elect Stefan Smalla | Mgmt | For | For | For | ||||
14 | Elect Derek Zissman | Mgmt | For | For | For | ||||
15 | Remuneration Report | Mgmt | For | Against | Against | ||||
16 | Amendments to Articles (Supervisory Board Appointment Terms) | Mgmt | For | Against | Against | ||||
17 | Amendments to Articles (Virtual General Meeting) | Mgmt | For | For | For | ||||
18 | Amendments to Articles (Virtual AGM Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Hitachi, Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6501 | CINS J20454112 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Katsumi Ihara | Mgmt | For | For | For | ||||
3 | Elect Ravi Venkatesan | Mgmt | For | For | For | ||||
4 | Elect Cynthia B. Carroll | Mgmt | For | For | For | ||||
5 | Elect Ikuro Sugawara | Mgmt | For | For | For | ||||
6 | Elect Joe E. Harlan | Mgmt | For | For | For | ||||
7 | Elect Louise Pentland | Mgmt | For | For | For | ||||
8 | Elect Takatoshi Yamamoto | Mgmt | For | For | For | ||||
9 | Elect Hiroaki Yoshihara | Mgmt | For | For | For | ||||
10 | Elect Helmuth Ludwig | Mgmt | For | For | For | ||||
11 | Elect Keiji Kojima | Mgmt | For | For | For | ||||
12 | Elect Mitsuaki Nishiyama | Mgmt | For | For | For | ||||
13 | Elect Toshiaki Higashihara | Mgmt | For | For | For | ||||
Julius Baer Group Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BAER | CINS H4414N103 | 04/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Compensation Report | Mgmt | For | For | For | ||||
4 | Allocation of Dividends | Mgmt | For | For | For | ||||
5 | Ratification of Board and Management Acts | Mgmt | For | For | For | ||||
6 | Board Compensation | Mgmt | For | For | For | ||||
7 | Executive Compensation (Cash-Based Variable) | Mgmt | For | For | For | ||||
8 | Executive Compensation (Share-Based Variable) | Mgmt | For | For | For | ||||
9 | Executive Compensation (Fixed) | Mgmt | For | For | For | ||||
10 | Elect Romeo Lacher | Mgmt | For | For | For | ||||
11 | Elect Gilbert Achermann | Mgmt | For | For | For | ||||
12 | Elect Richard Campbell-Breeden | Mgmt | For | For | For | ||||
13 | Elect David R. Nicol | Mgmt | For | For | For | ||||
14 | Elect Kathryn Shih | Mgmt | For | For | For | ||||
15 | Elect Tomas Varela Muina | Mgmt | For | For | For | ||||
16 | Elect Eunice Zehnder-Lai | Mgmt | For | For | For | ||||
17 | Elect Olga Zoutendijk | Mgmt | For | For | For | ||||
18 | Elect Juerg Hunziker | Mgmt | For | For | For | ||||
19 | Appoint Romeo Lacher as Board Chair | Mgmt | For | For | For | ||||
20 | Elect Gilbert Achermann as Nomination and Compensation Committee Member | Mgmt | For | For | For | ||||
21 | Elect Richard Campbell-Breeden as Nomination and Compensation Committee Member | Mgmt | For | For | For | ||||
22 | Elect Kathryn Shih as Nomination and Compensation Committee Member | Mgmt | For | For | For | ||||
23 | Elect Eunice Zehnder-Lai as Nomination and Compensation Committee Member | Mgmt | For | For | For | ||||
24 | Appointment of Auditor | Mgmt | For | For | For | ||||
25 | Appointment of Independent Proxy | Mgmt | For | For | For | ||||
26 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | For | For | ||||
27 | Amendments to Articles (Shares and Share Register) | Mgmt | For | For | For | ||||
28 | Amendments to Articles (Share Transfer) | Mgmt | For | For | For | ||||
29 | Amendments to Articles (General Meeting) | Mgmt | For | For | For | ||||
30 | Amendments to Articles (Virtual Meeting) | Mgmt | For | For | For | ||||
31 | Amendments to Articles (Board and Compensation) | Mgmt | For | For | For | ||||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
KDDI CORPORATION | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
9433 | CINS J31843105 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Takashi Tanaka | Mgmt | For | For | For | ||||
5 | Elect Makoto Takahashi | Mgmt | For | For | For | ||||
6 | Elect Toshitake Amamiya | Mgmt | For | For | For | ||||
7 | Elect Kazuyuki Yoshimura | Mgmt | For | For | For | ||||
8 | Elect Yasuaki Kuwahara | Mgmt | For | For | For | ||||
9 | Elect Hiromichi Matsuda | Mgmt | For | For | For | ||||
10 | Elect Goro Yamaguchi | Mgmt | For | Against | Against | ||||
11 | Elect Keiji Yamamoto | Mgmt | For | Against | Against | ||||
12 | Elect Shigeki Goto | Mgmt | For | For | For | ||||
13 | Elect Tsutomu Tannowa | Mgmt | For | For | For | ||||
14 | Elect Junko Okawa | Mgmt | For | For | For | ||||
15 | Elect Kyoko Okumiya | Mgmt | For | For | For | ||||
Kering | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KER | CINS F5433L103 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
8 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
9 | 2022 Remuneration of Francois-Henri Pinault, Chair and CEO | Mgmt | For | Against | Against | ||||
10 | 2022 Remuneration of Jean-Francois Palus, Deputy CEO | Mgmt | For | Against | Against | ||||
11 | 2023 Remuneration Policy (Corporate officers) | Mgmt | For | Against | Against | ||||
12 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
13 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
14 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | Abstain | Against | ||||
16 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | Abstain | Against | ||||
18 | Authority to Issue Shares and/or Convertible Debt Through Private Placement (Qualified Investors) | Mgmt | For | Abstain | Against | ||||
19 | Authority to Set Offering Price of Shares | Mgmt | For | Abstain | Against | ||||
20 | Greenshoe | Mgmt | For | Abstain | Against | ||||
21 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | ||||
22 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
23 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | ||||
24 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Kerry Group Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KRZ | CINS G52416107 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Elect Patrick Rohan | Mgmt | For | For | For | ||||
5 | Elect Gerry Behan | Mgmt | For | For | For | ||||
6 | Elect Hugh Brady | Mgmt | For | For | For | ||||
7 | Elect Fiona Dawson | Mgmt | For | For | For | ||||
8 | Elect Karin L. Dorrepaal | Mgmt | For | For | For | ||||
9 | Elect Emer Gilvarry | Mgmt | For | For | For | ||||
10 | Elect Michael T. Kerr | Mgmt | For | For | For | ||||
11 | Elect Marguerite Larkin | Mgmt | For | For | For | ||||
12 | Elect Tom Moran | Mgmt | For | For | For | ||||
13 | Elect Christopher Rogers | Mgmt | For | For | For | ||||
14 | Elect Edmond Scanlan | Mgmt | For | For | For | ||||
15 | Elect Jinlong Wang | Mgmt | For | For | For | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
17 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
18 | Remuneration Report | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Employee Share Plan | Mgmt | For | For | For | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
KOITO MANUFACTURING CO., LTD. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
7276 | CINS J34899104 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Masahiro Otake | Mgmt | For | Against | Against | ||||
4 | Elect Michiaki Kato | Mgmt | For | Against | Against | ||||
5 | Elect Masami Uchiyama | Mgmt | For | Against | Against | ||||
6 | Elect Hideharu Konagaya | Mgmt | For | For | For | ||||
7 | Elect Katsuyuki Kusakawa | Mgmt | For | For | For | ||||
8 | Elect Jun Toyota | Mgmt | For | For | For | ||||
9 | Elect Haruya Uehara | Mgmt | For | For | For | ||||
10 | Elect Kingo Sakurai | Mgmt | For | For | For | ||||
11 | Elect Chika Igarashi | Mgmt | For | Against | Against | ||||
12 | Elect Hiroshi Kimeda | Mgmt | For | Against | Against | ||||
13 | Elect Hidemi Yamaguchi | Mgmt | For | For | For | ||||
Koninklijke DSM NV | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DSM | CINS N5017D122 | 01/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Merger of Equals with Firmenich International SA | Mgmt | For | For | For | ||||
7 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
8 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
10 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Lloyds Banking Group plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LLOY | CINS G5533W248 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Elect Cathy Turner | Mgmt | For | For | For | ||||
3 | Elect Scott Wheway | Mgmt | For | For | For | ||||
4 | Elect Robin F Budenberg | Mgmt | For | For | For | ||||
5 | Elect Charles Alan Nunn | Mgmt | For | For | For | ||||
6 | Elect William Chalmers | Mgmt | For | For | For | ||||
7 | Elect Alan Dickinson | Mgmt | For | For | For | ||||
8 | Elect Sarah C. Legg | Mgmt | For | For | For | ||||
9 | Elect Lord Lupton | Mgmt | For | For | For | ||||
10 | Elect Amanda Mackenzie | Mgmt | For | For | For | ||||
11 | Elect Harmeen Mehta | Mgmt | For | For | For | ||||
12 | Elect Catherine Woods | Mgmt | For | For | For | ||||
13 | Remuneration Policy | Mgmt | For | For | For | ||||
14 | Remuneration Report | Mgmt | For | For | For | ||||
15 | Final Dividend | Mgmt | For | For | For | ||||
16 | Appointment of Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
18 | Long-Term Incentive Plan | Mgmt | For | For | For | ||||
19 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
22 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
23 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
24 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | ||||
25 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
26 | Authority to Repurchase Preference Shares | Mgmt | For | For | For | ||||
27 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
London Stock Exchange Group plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LSEG | CINS G5689U103 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Remuneration Report | Mgmt | For | For | For | ||||
4 | Remuneration Policy | Mgmt | For | For | For | ||||
5 | Elect Dominic Blakemore | Mgmt | For | For | For | ||||
6 | Elect Martin Brand | Mgmt | For | For | For | ||||
7 | Elect Kathleen Traynor DeRose | Mgmt | For | For | For | ||||
8 | Elect Tsega Gebreyes | Mgmt | For | For | For | ||||
9 | Elect Cressida Hogg | Mgmt | For | For | For | ||||
10 | Elect Anna Manz | Mgmt | For | For | For | ||||
11 | Elect Val Rahmani | Mgmt | For | Against | Against | ||||
12 | Elect Don Robert | Mgmt | For | For | For | ||||
13 | Elect David A. Schwimmer | Mgmt | For | For | For | ||||
14 | Elect Douglas M. Steenland | Mgmt | For | For | For | ||||
15 | Elect Ashok Vaswani | Mgmt | For | For | For | ||||
16 | Elect Scott Guthrie | Mgmt | For | For | For | ||||
17 | Elect William Vereker | Mgmt | For | For | For | ||||
18 | Appointment of Auditor | Mgmt | For | For | For | ||||
19 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
22 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
23 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
24 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
25 | Authority to Repurchase Shares Off-Market | Mgmt | For | For | For | ||||
26 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Lonza Group AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LONN | CINS H50524133 | 05/05/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
4 | Compensation Report | Mgmt | For | TNA | N/A | ||||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
6 | Allocation of Dividends | Mgmt | For | TNA | N/A | ||||
7 | Elect Albert M. Baehny | Mgmt | For | TNA | N/A | ||||
8 | Elect Marion Helmes | Mgmt | For | TNA | N/A | ||||
9 | Elect Angelica Kohlmann | Mgmt | For | TNA | N/A | ||||
10 | Elect Christoph Mader | Mgmt | For | TNA | N/A | ||||
11 | Elect Roger Nitsch | Mgmt | For | TNA | N/A | ||||
12 | Elect Barbara M. Richmond | Mgmt | For | TNA | N/A | ||||
13 | Elect Jurgen B. Steinemann | Mgmt | For | TNA | N/A | ||||
14 | Elect Olivier Verscheure | Mgmt | For | TNA | N/A | ||||
15 | Appoint Albert M. Baehny as Board Chair | Mgmt | For | TNA | N/A | ||||
16 | Elect Angelica Kohlmann as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
17 | Elect Christoph Mader as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
18 | Elect Jurgen B. Steinemann as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
19 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
20 | Appointment of Auditor (FY 2024) | Mgmt | For | TNA | N/A | ||||
21 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
22 | Amendments to Articles (Corporate Purpose) | Mgmt | For | TNA | N/A | ||||
23 | Introduction of a Capital Band | Mgmt | For | TNA | N/A | ||||
24 | Amendments to Articles (Executive Compensation) | Mgmt | For | TNA | N/A | ||||
25 | Amendments to Articles (Other Changes) | Mgmt | For | TNA | N/A | ||||
26 | Board Compensation | Mgmt | For | TNA | N/A | ||||
27 | Executive Compensation (Short-Term) | Mgmt | For | TNA | N/A | ||||
28 | Executive Compensation (Long-Term) | Mgmt | For | TNA | N/A | ||||
29 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | ||||
30 | Executive Compensation (Fixed and Long-Term) | Mgmt | For | TNA | N/A | ||||
31 | Additional or Amended Shareholder Proposals | ShrHoldr | N/A | TNA | N/A | ||||
32 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
MTU Aero Engines AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MTX | CINS D5565H104 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Allocation of Dividends | Mgmt | For | For | For | ||||
6 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
7 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
8 | Appointment of Auditor | Mgmt | For | For | For | ||||
9 | Amendments to Articles (Virtual AGM) | Mgmt | For | For | For | ||||
10 | Amendments to Articles (Virtual AGM Participation of Supervisory Board Members) | Mgmt | For | Against | Against | ||||
11 | Elect Christine Bortenlanger | Mgmt | For | For | For | ||||
12 | Elect Marion A. Weissenberger-Eibl | Mgmt | For | For | For | ||||
13 | Elect Ute Wolf | Mgmt | For | For | For | ||||
14 | Remuneration Report | Mgmt | For | Against | Against | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Nestle SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NESN | CINS H57312649 | 04/20/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
4 | Compensation Report | Mgmt | For | TNA | N/A | ||||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
6 | Allocation of Dividends | Mgmt | For | TNA | N/A | ||||
7 | Elect Paul Bulcke | Mgmt | For | TNA | N/A | ||||
8 | Elect Mark Schneider | Mgmt | For | TNA | N/A | ||||
9 | Elect Henri de Castries | Mgmt | For | TNA | N/A | ||||
10 | Elect Renato Fassbind | Mgmt | For | TNA | N/A | ||||
11 | Elect Pablo Isla Alvarez de Tejera | Mgmt | For | TNA | N/A | ||||
12 | Elect Patrick Aebischer | Mgmt | For | TNA | N/A | ||||
13 | Elect Kimberly A. Ross | Mgmt | For | TNA | N/A | ||||
14 | Elect Dick Boer | Mgmt | For | TNA | N/A | ||||
15 | Elect Dinesh C. Paliwal | Mgmt | For | TNA | N/A | ||||
16 | Elect Hanne de Mora | Mgmt | For | TNA | N/A | ||||
17 | Elect Lindiwe Majele Sibanda | Mgmt | For | TNA | N/A | ||||
18 | Elect Chris Leong | Mgmt | For | TNA | N/A | ||||
19 | Elect Luca Maestri | Mgmt | For | TNA | N/A | ||||
20 | Elect Rainer M. Blair | Mgmt | For | TNA | N/A | ||||
21 | Elect Marie-Gabrielle Ineichen-Fleisch | Mgmt | For | TNA | N/A | ||||
22 | Elect Pablo Isla Alvarez de Tejera as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
23 | Elect Patrick Aebischer as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
24 | Elect Dick Boer as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
25 | Elect Dinesh C. Paliwal as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
26 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
27 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
28 | Board Compensation | Mgmt | For | TNA | N/A | ||||
29 | Executive Compensation | Mgmt | For | TNA | N/A | ||||
30 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | ||||
31 | Amendments to Articles (General Meeting) | Mgmt | For | TNA | N/A | ||||
32 | Amendments to Articles | Mgmt | For | TNA | N/A | ||||
33 | Additional or Amended Shareholder Proposals | ShrHoldr | N/A | TNA | N/A | ||||
Nexi SpA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NEXI | CINS T6S18J104 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports; Allocation of Profits | Mgmt | For | For | For | ||||
4 | Remuneration Policy | Mgmt | For | For | For | ||||
5 | Remuneration Report | Mgmt | For | For | For | ||||
6 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
7 | Ratification of Co-Option of Johannes Korp | Mgmt | For | For | For | ||||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Nordea Bank Abp | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NDAFI | CINS X5S8VL105 | 03/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
10 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
11 | Accounts and Reports | Mgmt | For | For | For | ||||
12 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
13 | Ratification of Board and CEO Acts | Mgmt | For | For | For | ||||
14 | Remuneration Report | Mgmt | For | For | For | ||||
15 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
16 | Directors' Fees | Mgmt | For | For | For | ||||
17 | Board Size | Mgmt | For | For | For | ||||
18 | Elect Stephen Hester | Mgmt | For | For | For | ||||
19 | Elect Petra van Hoeken | Mgmt | For | For | For | ||||
20 | Elect John Maltby | Mgmt | For | For | For | ||||
21 | Elect Lene Skole | Mgmt | For | For | For | ||||
22 | Elect Birger Steen | Mgmt | For | For | For | ||||
23 | Elect Jonas Synnergren | Mgmt | For | For | For | ||||
24 | Elect Arja Talma | Mgmt | For | For | For | ||||
25 | Elect Kjersti Wiklund | Mgmt | For | For | For | ||||
26 | Elect Risto Murto | Mgmt | For | For | For | ||||
27 | Elect Per Stromberg | Mgmt | For | For | For | ||||
28 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
29 | Appointment of Auditor | Mgmt | For | For | For | ||||
30 | Amendments to Articles | Mgmt | For | For | For | ||||
31 | Authority to Issue Contingent Convertible Securities w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
32 | Authority to Trade in Company Stock (repurchase) | Mgmt | For | For | For | ||||
33 | Authority to Trade in Company Stock (issuance) | Mgmt | For | For | For | ||||
34 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
35 | Issuance of Treasury Shares | Mgmt | For | For | For | ||||
36 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
Novartis AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NOVN | CINS H5820Q150 | 03/07/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
4 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | ||||
7 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | ||||
8 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | ||||
9 | Amendments to Articles (Virtual General Meetings) | Mgmt | For | TNA | N/A | ||||
10 | Amendments to Articles (Miscellaneous) | Mgmt | For | TNA | N/A | ||||
11 | Amendments to Articles (Alignment with Law) | Mgmt | For | TNA | N/A | ||||
12 | Board Compensation | Mgmt | For | TNA | N/A | ||||
13 | Executive Compensation | Mgmt | For | TNA | N/A | ||||
14 | Compensation Report | Mgmt | For | TNA | N/A | ||||
15 | Elect Jorg Reinhardt as Board Chair | Mgmt | For | TNA | N/A | ||||
16 | Elect Nancy C. Andrews | Mgmt | For | TNA | N/A | ||||
17 | Elect Ton Buchner | Mgmt | For | TNA | N/A | ||||
18 | Elect Patrice Bula | Mgmt | For | TNA | N/A | ||||
19 | Elect Elizabeth Doherty | Mgmt | For | TNA | N/A | ||||
20 | Elect Bridgette P. Heller | Mgmt | For | TNA | N/A | ||||
21 | Elect Daniel Hochstrasser | Mgmt | For | TNA | N/A | ||||
22 | Elect Frans van Houten | Mgmt | For | TNA | N/A | ||||
23 | Elect Simon Moroney | Mgmt | For | TNA | N/A | ||||
24 | Elect Ana de Pro Gonzalo | Mgmt | For | TNA | N/A | ||||
25 | Elect Charles L. Sawyers | Mgmt | For | TNA | N/A | ||||
26 | Elect William T. Winters | Mgmt | For | TNA | N/A | ||||
27 | Elect John D. Young | Mgmt | For | TNA | N/A | ||||
28 | Elect Patrice Bula as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
29 | Elect Bridgette P. Heller as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
30 | Elect Simon Moroney as Compensation Committee Chair | Mgmt | For | TNA | N/A | ||||
31 | Elect William T. Winters as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
32 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
33 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
34 | Transaction of Other Business | Mgmt | N/A | TNA | N/A | ||||
OTSUKA CORPORATION | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
4768 | CINS J6243L115 | 03/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Yuji Otsuka | Mgmt | For | For | For | ||||
4 | Elect Kazuyuki Katakura | Mgmt | For | For | For | ||||
5 | Elect Hironobu Tsurumi | Mgmt | For | For | For | ||||
6 | Elect Hironobu Saito | Mgmt | For | For | For | ||||
7 | Elect Minoru Sakurai | Mgmt | For | For | For | ||||
8 | Elect Jiro Makino | Mgmt | For | Against | Against | ||||
9 | Elect Tetsuo Saito | Mgmt | For | For | For | ||||
10 | Elect Makiko Hamabe Makiko Yasui | Mgmt | For | For | For | ||||
11 | Elect Tatsumi Murata as Statutory Auditor | Mgmt | For | Against | Against | ||||
12 | Retirement Allowances for Directors | Mgmt | For | For | For | ||||
Pernod Ricard SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RI | CINS F72027109 | 11/10/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Accounts and Reports; Non Tax Deductible Expenses | Mgmt | For | For | For | ||||
7 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
8 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
9 | Elect Patricia Barbizet | Mgmt | For | For | For | ||||
10 | Elect Ian Gallienne | Mgmt | For | For | For | ||||
11 | Appointment of Auditor (KPMG) | Mgmt | For | For | For | ||||
12 | Non-Renewal of Alternate Auditor (Salustro Reydel) | Mgmt | For | For | For | ||||
13 | 2021 Remuneration of Alexandre Ricard, Chair and CEO | Mgmt | For | For | For | ||||
14 | 2022 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | ||||
15 | 2021 Remuneration Report | Mgmt | For | For | For | ||||
16 | 2022 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
17 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
18 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
19 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Petershill Partners Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PHLL | CINS G52314104 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Appointment of Auditor | Mgmt | For | For | For | ||||
5 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
6 | Elect Naguib Kheraj | Mgmt | For | For | For | ||||
7 | Elect E. Barclay Simmons | Mgmt | For | For | For | ||||
8 | Elect Annemarie Durbin | Mgmt | For | For | For | ||||
9 | Elect Erica Handling | Mgmt | For | For | For | ||||
10 | Elect Mark Merson | Mgmt | For | For | For | ||||
11 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
12 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
13 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
14 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
15 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
16 | Reduction in Share Premium Account | Mgmt | For | For | For | ||||
Prudential plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PRU | CINS G72899100 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Remuneration Policy | Mgmt | For | For | For | ||||
4 | Elect Arijit Basu | Mgmt | For | For | For | ||||
5 | Elect Claudia Sussmuth Dyckerhoff | Mgmt | For | For | For | ||||
6 | Elect Anil Wadhwani | Mgmt | For | For | For | ||||
7 | Elect Shriti Vadera | Mgmt | For | For | For | ||||
8 | Elect Jeremy Anderson | Mgmt | For | For | For | ||||
9 | Elect CHUA Sock Koong | Mgmt | For | For | For | ||||
10 | Elect David Law | Mgmt | For | For | For | ||||
11 | Elect Ming Lu | Mgmt | For | For | For | ||||
12 | Elect George D. Sartorel | Mgmt | For | For | For | ||||
13 | Elect Jeanette Wong | Mgmt | For | For | For | ||||
14 | Elect Yok Tak Amy Yip | Mgmt | For | For | For | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
17 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
18 | Sharesave Plan | Mgmt | For | For | For | ||||
19 | Long-Term Incentive Plan | Mgmt | For | For | For | ||||
20 | International Savings-Related Share Option Scheme for Non-Employees | Mgmt | For | For | For | ||||
21 | Service Provider Sublimit (ISSOSNE) | Mgmt | For | For | For | ||||
22 | Agency Long-Term Incentive Plan | Mgmt | For | For | For | ||||
23 | Service Provider Sublimit (Agency LTIP) | Mgmt | For | For | For | ||||
24 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
25 | Authority to Issue Repurchased Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
26 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
27 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
28 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
29 | Adoption of New Articles | Mgmt | For | For | For | ||||
30 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
QIAGEN N.V. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
QGEN | CUSIP N72482123 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Opening | Mgmt | For | For | For | ||||
2 | Management Board Report | Mgmt | For | For | For | ||||
3 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
4 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
5 | Elect Metin Colpan | Mgmt | For | For | For | ||||
6 | Elect Toralf Haag | Mgmt | For | For | For | ||||
7 | Elect Ross L. Levine | Mgmt | For | For | For | ||||
8 | Elect Elaine Mardis | Mgmt | For | For | For | ||||
9 | Elect Eva Pisa | Mgmt | For | For | For | ||||
10 | Elect Lawrence A. Rosen | Mgmt | For | For | For | ||||
11 | Elect Stephen H. Rusckowski | Mgmt | For | For | For | ||||
12 | Elect Elizabeth E. Tallett | Mgmt | For | For | For | ||||
13 | Elect Thierry Bernard | Mgmt | For | For | For | ||||
14 | Elect Roland Sackers | Mgmt | For | For | For | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | Against | Against | ||||
17 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | ||||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
19 | Capitalisation of Reserves | Mgmt | For | For | For | ||||
20 | Cancellation of Fractional Shares | Mgmt | For | For | For | ||||
21 | Approval of the 2023 Stock Plan | Mgmt | For | For | For | ||||
RELX Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
REL | CINS G7493L105 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Policy | Mgmt | For | For | For | ||||
3 | Remuneration Report | Mgmt | For | For | For | ||||
4 | Final Dividend | Mgmt | For | For | For | ||||
5 | Appointment of Auditor | Mgmt | For | For | For | ||||
6 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
7 | Elect Alistair Cox | Mgmt | For | For | For | ||||
8 | Elect Paul A. Walker | Mgmt | For | For | For | ||||
9 | Elect June Felix | Mgmt | For | For | For | ||||
10 | Elect Erik Engstrom | Mgmt | For | For | For | ||||
11 | Elect Charlotte Hogg | Mgmt | For | For | For | ||||
12 | Elect Marike van Lier Lels | Mgmt | For | For | For | ||||
13 | Elect Nicholas Luff | Mgmt | For | For | For | ||||
14 | Elect Robert J. MacLeod | Mgmt | For | For | For | ||||
15 | Elect Andrew J. Sukawaty | Mgmt | For | For | For | ||||
16 | Elect Suzanne Wood | Mgmt | For | For | For | ||||
17 | Long-Term Incentive Plan | Mgmt | For | For | For | ||||
18 | Employee Incentive Plan | Mgmt | For | For | For | ||||
19 | Sharesave Plan | Mgmt | For | For | For | ||||
20 | Employee Share Purchase Plan | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
22 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
23 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
24 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
25 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Sap SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SAP | CUSIP 803054204 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Allocation of Dividends | Mgmt | For | For | For | ||||
2 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
3 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
4 | Remuneration Report | Mgmt | For | For | For | ||||
5 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
6 | Authority to Repurchase Shares Using Equity Derivatives | Mgmt | For | For | For | ||||
7 | Elect Jennifer Xin-Zhe Li | Mgmt | For | For | For | ||||
8 | Elect Qi Lu | Mgmt | For | For | For | ||||
9 | Elect Punit Renjen | Mgmt | For | For | For | ||||
10 | Management Board Remuneration Policy | Mgmt | For | For | For | ||||
11 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | ||||
12 | Amendments to Articles (Virtual Shareholder Meetings) | Mgmt | For | For | For | ||||
13 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
Schlumberger Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SLB | CUSIP 806857108 | 04/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Peter J. Coleman | Mgmt | For | For | For | ||||
2 | Elect Patrick de La Chevardière | Mgmt | For | For | For | ||||
3 | Elect Miguel M. Galuccio | Mgmt | For | Against | Against | ||||
4 | Elect Olivier Le Peuch | Mgmt | For | For | For | ||||
5 | Elect Samuel Georg Friedrich Leupold | Mgmt | For | For | For | ||||
6 | Elect Tatiana A. Mitrova | Mgmt | For | For | For | ||||
7 | Elect Maria Moræus Hanssen | Mgmt | For | For | For | ||||
8 | Elect Vanitha Narayanan | Mgmt | For | For | For | ||||
9 | Elect Mark G. Papa | Mgmt | For | Against | Against | ||||
10 | Elect Jeffrey W. Sheets | Mgmt | For | For | For | ||||
11 | Elect Ulrich Spiesshofer | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Accounts and Reports; Approval of Dividend | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
Schneider Electric SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SU | CINS F86921107 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
10 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
11 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
12 | 2022 Remuneration of Jean-Pascal Tricoire, Chair and CEO | Mgmt | For | Against | Against | ||||
13 | 2023 Remuneration Policy, Chair and CEO (Until May 3, 2023) | Mgmt | For | For | For | ||||
14 | 2023 Remuneration Policy, CEO (From May 4, 2023) | Mgmt | For | For | For | ||||
15 | 2023 Remuneration Policy, Chair (From May 4, 2023) | Mgmt | For | For | For | ||||
16 | 2023 Directors' Fees | Mgmt | For | For | For | ||||
17 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
18 | Elect Leo Apotheker | Mgmt | For | For | For | ||||
19 | Elect Gregory M. Spierkel | Mgmt | For | For | For | ||||
20 | Elect Lip-Bu Tan | Mgmt | For | For | For | ||||
21 | Elect Abhay Parasnis | Mgmt | For | For | For | ||||
22 | Elect Giulia Chierchia | Mgmt | For | For | For | ||||
23 | Opinion on Climate Strategy Strategy | Mgmt | For | For | For | ||||
24 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
25 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
26 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | ||||
27 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | ||||
28 | Greenshoe | Mgmt | For | For | For | ||||
29 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | ||||
30 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
31 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
32 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | ||||
33 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
34 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
35 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
36 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
SCSK Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
9719 | CINS J70081104 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Amendments to Articles | Mgmt | For | For | For | ||||
3 | Elect Hideki Yamano | Mgmt | For | For | For | ||||
4 | Elect Takaaki Toma | Mgmt | For | For | For | ||||
5 | Elect Tetsuya Fukunaga | Mgmt | For | For | For | ||||
6 | Elect Tsutomu Ozaki | Mgmt | For | For | For | ||||
7 | Elect Masaki Nakajima | Mgmt | For | For | For | ||||
8 | Elect Tetsuya Kubo | Mgmt | For | For | For | ||||
9 | Elect Hiromichi Jitsuno | Mgmt | For | Against | Against | ||||
10 | Elect Hidetaka Matsuishi | Mgmt | For | For | For | ||||
11 | Elect Yumiko Waseda | Mgmt | For | For | For | ||||
Shell Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SHEL | CINS G80827101 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Remuneration Policy | Mgmt | For | For | For | ||||
4 | Remuneration Report | Mgmt | For | For | For | ||||
5 | Elect Wael Sawan | Mgmt | For | For | For | ||||
6 | Elect Cyrus Taraporevala | Mgmt | For | For | For | ||||
7 | Elect Sir Charles Roxburgh | Mgmt | For | For | For | ||||
8 | Elect Leena Srivastava | Mgmt | For | For | For | ||||
9 | Elect Sinead Gorman | Mgmt | For | For | For | ||||
10 | Elect Dick Boer | Mgmt | For | For | For | ||||
11 | Elect Neil A.P. Carson | Mgmt | For | For | For | ||||
12 | Elect Ann F. Godbehere | Mgmt | For | For | For | ||||
13 | Elect Jane Holl Lute | Mgmt | For | For | For | ||||
14 | Elect Catherine J. Hughes | Mgmt | For | For | For | ||||
15 | Elect Sir Andrew Mackenzie | Mgmt | For | For | For | ||||
16 | Elect Abraham Schot | Mgmt | For | For | For | ||||
17 | Appointment of Auditor | Mgmt | For | For | For | ||||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares (Off-Market) | Mgmt | For | For | For | ||||
23 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
24 | Adoption of New Articles | Mgmt | For | For | For | ||||
25 | Performance Share Plan | Mgmt | For | For | For | ||||
26 | Approval of Energy Transition Progress | Mgmt | For | For | For | ||||
27 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Shenzhou International Group Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2313 | CINS G8087W101 | 05/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect HUANG Guanlin | Mgmt | For | For | For | ||||
6 | Elect WANG Cunbo | Mgmt | For | For | For | ||||
7 | Elect ZHANG Bingsheng | Mgmt | For | For | For | ||||
8 | Directors' Fees | Mgmt | For | For | For | ||||
9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
11 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
12 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | ||||
13 | Amendments to Articles | Mgmt | For | Against | Against | ||||
SIG Group AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SIGN | CINS H76406117 | 04/20/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
3 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
4 | Allocation of Profits/ Dividends | Mgmt | For | TNA | N/A | ||||
5 | Allocation of Dividends from Reserves | Mgmt | For | TNA | N/A | ||||
6 | Compensation Report | Mgmt | For | TNA | N/A | ||||
7 | Board Compensation | Mgmt | For | TNA | N/A | ||||
8 | Executive Compensation | Mgmt | For | TNA | N/A | ||||
9 | Elect Andreas Umbach | Mgmt | For | TNA | N/A | ||||
10 | Elect Werner J. Bauer | Mgmt | For | TNA | N/A | ||||
11 | Elect Wah-Hui Chu | Mgmt | For | TNA | N/A | ||||
12 | Elect Mariel Hoch | Mgmt | For | TNA | N/A | ||||
13 | Elect Laurens Last | Mgmt | For | TNA | N/A | ||||
14 | Elect Abdallah Al Obeikan | Mgmt | For | TNA | N/A | ||||
15 | Elect Martine Snels | Mgmt | For | TNA | N/A | ||||
16 | Elect Matthias Wahren | Mgmt | For | TNA | N/A | ||||
17 | Elect Florence Jeantet | Mgmt | For | TNA | N/A | ||||
18 | Elect Andreas Umbach as Board Chair | Mgmt | For | TNA | N/A | ||||
19 | Elect Wah-Hui Chu as Compensation Committee Members | Mgmt | For | TNA | N/A | ||||
20 | Elect Mariel Hoch Compensation Committee Members | Mgmt | For | TNA | N/A | ||||
21 | Elect Matthias Wahren Compensation Committee Members | Mgmt | For | TNA | N/A | ||||
22 | Approval of a Capital Band | Mgmt | For | TNA | N/A | ||||
23 | Amendments to Articles (Corporate Purpose) | Mgmt | For | TNA | N/A | ||||
24 | Amendments to Articles (Virtual Meeting) | Mgmt | For | TNA | N/A | ||||
25 | Amendments to Articles (General Meeting) | Mgmt | For | TNA | N/A | ||||
26 | Amendments to Articles (Miscellaneous) | Mgmt | For | TNA | N/A | ||||
27 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
28 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
29 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
SMC Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6273 | CINS J75734103 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Yoshiki Takada | Mgmt | For | For | For | ||||
4 | Elect Yoshitada Doi | Mgmt | For | For | For | ||||
5 | Elect Toshio Isoe | Mgmt | For | For | For | ||||
6 | Elect Masahiro Ota | Mgmt | For | For | For | ||||
7 | Elect Susumu Maruyama | Mgmt | For | For | For | ||||
8 | Elect Samuel Neff | Mgmt | For | For | For | ||||
9 | Elect Koji Ogura | Mgmt | For | For | For | ||||
10 | Elect Kelley Stacy | Mgmt | For | For | For | ||||
11 | Elect Masanobu Kaizu | Mgmt | For | For | For | ||||
12 | Elect Toshiharu Kagawa | Mgmt | For | For | For | ||||
13 | Elect Yoshiko Iwata | Mgmt | For | For | For | ||||
14 | Elect Kyoichi Miyazaki | Mgmt | For | For | For | ||||
15 | Elect Takemasa Chiba | Mgmt | For | For | For | ||||
16 | Elect Arata Toyoshi | Mgmt | For | For | For | ||||
17 | Elect Haruya Uchikawa | Mgmt | For | For | For | ||||
18 | Appointment of Auditor | Mgmt | For | For | For | ||||
19 | Amendment to the Trust Type Equity Plans | Mgmt | For | For | For | ||||
Smith & Nephew plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SN. | CINS G82343164 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Policy | Mgmt | For | For | For | ||||
3 | Remuneration Report | Mgmt | For | For | For | ||||
4 | Final Dividend | Mgmt | For | For | For | ||||
5 | Elect Rupert Soames | Mgmt | For | For | For | ||||
6 | Elect Erik Engstrom | Mgmt | For | For | For | ||||
7 | Elect Jo Hallas | Mgmt | For | For | For | ||||
8 | Elect John Ma | Mgmt | For | For | For | ||||
9 | Elect Katarzyna Mazur-Hofsaess | Mgmt | For | For | For | ||||
10 | Elect Rick Medlock | Mgmt | For | For | For | ||||
11 | Elect Deepak Nath | Mgmt | For | For | For | ||||
12 | Elect Anne-Francoise Nesmes | Mgmt | For | For | For | ||||
13 | Elect Marc Owen | Mgmt | For | For | For | ||||
14 | Elect Roberto Quarta | Mgmt | For | For | For | ||||
15 | Elect Angie Risley | Mgmt | For | For | For | ||||
16 | Elect Bob White | Mgmt | For | For | For | ||||
17 | Appointment of Auditor | Mgmt | For | For | For | ||||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Smurfit Kappa Group Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SKG | CINS G8248F104 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Remuneration Report | Mgmt | For | Against | Against | ||||
4 | Final Dividend | Mgmt | For | For | For | ||||
5 | Elect Mary Lynn Ferguson-McHugh | Mgmt | For | For | For | ||||
6 | Elect Irial Finan | Mgmt | For | For | For | ||||
7 | Elect Anthony Smurfit | Mgmt | For | For | For | ||||
8 | Elect Ken Bowles | Mgmt | For | For | For | ||||
9 | Elect Anne Anderson | Mgmt | For | For | For | ||||
10 | Elect Frits Beurskens | Mgmt | For | For | For | ||||
11 | Elect Carol Fairweather | Mgmt | For | For | For | ||||
12 | Elect Kaisa Hietala | Mgmt | For | For | For | ||||
13 | Elect James A. Lawrence | Mgmt | For | For | For | ||||
14 | Elect Lourdes Melgar | Mgmt | For | For | For | ||||
15 | Elect Jorgen Buhl Rasmussen | Mgmt | For | For | For | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
21 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Sony Group Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6758 | CINS J76379106 | 06/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Kenichiro Yoshida | Mgmt | For | For | For | ||||
3 | Elect Hiroki Totoki | Mgmt | For | For | For | ||||
4 | Elect Yoshihiko Hatanaka | Mgmt | For | For | For | ||||
5 | Elect Toshiko Oka | Mgmt | For | For | For | ||||
6 | Elect Sakie Akiyama | Mgmt | For | For | For | ||||
7 | Elect Wendy Becker | Mgmt | For | For | For | ||||
8 | Elect Keiko Kishigami | Mgmt | For | For | For | ||||
9 | Elect Joseph A. Kraft Jr. | Mgmt | For | For | For | ||||
10 | Elect Neil Hunt | Mgmt | For | For | For | ||||
11 | Elect William Morrow | Mgmt | For | For | For | ||||
12 | Equity Compensation Plan | Mgmt | For | For | For | ||||
Stabilus S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STM | CINS L8750H104 | 08/11/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Amendments to Articles Regarding the Removal of Unanimity Requirements | Mgmt | For | For | For | ||||
3 | Presentation of Special Report Regarding Authorised Capital | Mgmt | For | For | For | ||||
4 | Cancellation of the Existing Authorised Capital; Increase in Authorised Capital | Mgmt | For | For | For | ||||
5 | Amendments to Articles Regarding Authorised Capital | Mgmt | For | For | For | ||||
Stabilus S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STM | CINS L8750H104 | 08/11/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Amendments to Articles Regarding Registered Office | Mgmt | For | For | For | ||||
4 | Adoption of New Articles | Mgmt | For | For | For | ||||
5 | Confirmation of Terms of Appointment of the Members of the Supervisory Board | Mgmt | For | For | For | ||||
Stabilus SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STM | CINS D76913108 | 02/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
8 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
9 | Appointment of Auditor | Mgmt | For | For | For | ||||
10 | Remuneration Policy | Mgmt | For | For | For | ||||
11 | Remuneration Report | Mgmt | For | For | For | ||||
12 | Elect Stephan Kessel | Mgmt | For | For | For | ||||
13 | Elect Ralf-Michael Fuchs | Mgmt | For | For | For | ||||
14 | Elect Joachim Rauhut | Mgmt | For | For | For | ||||
15 | Elect Dirk Linzmeier | Mgmt | For | For | For | ||||
16 | Amendments to Articles (Virtual Meetings) | Mgmt | For | For | For | ||||
17 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
18 | Increase in Authorised Capital | Mgmt | For | For | For | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
TechnoPro Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6028 | CINS J82251109 | 09/29/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Yasuji Nishio | Mgmt | For | For | For | ||||
5 | Elect Takeshi Yagi | Mgmt | For | For | For | ||||
6 | Elect Gaku Shimaoka | Mgmt | For | For | For | ||||
7 | Elect Koichiro Asai | Mgmt | For | For | For | ||||
8 | Elect Toshihiro Hagiwara | Mgmt | For | For | For | ||||
9 | Elect Tsunehiro Watabe | Mgmt | For | For | For | ||||
10 | Elect Kazuhiko Yamada | Mgmt | For | For | For | ||||
11 | Elect Harumi Sakamoto | Mgmt | For | For | For | ||||
12 | Elect Shoko Takase | Mgmt | For | For | For | ||||
13 | Elect Hitoshi Madarame | Mgmt | For | For | For | ||||
14 | Elect Mitsutoshi Takao | Mgmt | For | For | For | ||||
15 | Elect Rumiko Tanabe | Mgmt | For | For | For | ||||
16 | Elect Yoshio Kitaarai as Alternate Audit Committee Director | Mgmt | For | For | For | ||||
17 | Non-Audit Committee Directors' Fees | Mgmt | For | For | For | ||||
18 | Audit Committee Directors' Fees | Mgmt | For | For | For | ||||
19 | Amendment to Performance-linked Restricted Stock Plan | Mgmt | For | For | For | ||||
Techtronic Industries Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
669 | CINS Y8563B159 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect Horst Julius PUDWILL | Mgmt | For | Against | Against | ||||
6 | Elect Joseph Galli Jr. | Mgmt | For | For | For | ||||
7 | Elect Frank CHAN Chi Chung | Mgmt | For | Against | Against | ||||
8 | Elect Robert Hinman Getz | Mgmt | For | For | For | ||||
9 | Directors' Fees | Mgmt | For | For | For | ||||
10 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
11 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
12 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
13 | Amendment to the Share Award Scheme | Mgmt | For | Against | Against | ||||
14 | Amendment to the Share Option Scheme | Mgmt | For | Against | Against | ||||
Teleperformance | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TEP | CINS F9120F106 | 04/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Accounts and Reports | Mgmt | For | For | For | ||||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
10 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
11 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
12 | 2022 Remuneration of Daniel Julien, Chair and CEO | Mgmt | For | Against | Against | ||||
13 | 2022 Remuneration of Olivier Rigaudy, Deputy CEO | Mgmt | For | Against | Against | ||||
14 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
15 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | Against | Against | ||||
16 | 2023 Remuneration Policy (Deputy CEO) | Mgmt | For | Against | Against | ||||
17 | Elect Christobel E. Selecky | Mgmt | For | For | For | ||||
18 | Elect Angela Maria Sierra-Moreno | Mgmt | For | For | For | ||||
19 | Elect Jean Guez | Mgmt | For | For | For | ||||
20 | Elect Varun Bery | Mgmt | For | For | For | ||||
21 | Elect Bhupender Singh | Mgmt | For | For | For | ||||
22 | Appointment of Auditor (PricewaterhouseCoopers) | Mgmt | For | For | For | ||||
23 | Appointment of Auditor (Deloitte) | Mgmt | For | For | For | ||||
24 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
25 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
26 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
27 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | ||||
28 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Terumo Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
4543 | CINS J83173104 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Toshiaki Takagi | Mgmt | For | For | For | ||||
5 | Elect Shinjiro Sato | Mgmt | For | For | For | ||||
6 | Elect Shoji Hatano | Mgmt | For | For | For | ||||
7 | Elect Kazunori Hirose | Mgmt | For | For | For | ||||
8 | Elect Norimasa Kunimoto | Mgmt | For | For | For | ||||
9 | Elect Yukiko Kuroda Yukiko Matsumoto | Mgmt | For | For | For | ||||
10 | Elect Hidenori Nishi | Mgmt | For | For | For | ||||
11 | Elect Keiya Ozawa | Mgmt | For | For | For | ||||
12 | Elect Takanori Shibazaki | Mgmt | For | Against | Against | ||||
13 | Elect Masaichi Nakamura | Mgmt | For | For | For | ||||
14 | Elect Soichiro Uno | Mgmt | For | For | For | ||||
15 | Elect Koichi Sakaguchi as Alternate Audit Committee Director | Mgmt | For | For | For | ||||
The Toronto-Dominion Bank | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TD | CUSIP 891160509 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Cherie L. Brant | Mgmt | For | For | For | ||||
1.2 | Elect Amy W. Brinkley | Mgmt | For | For | For | ||||
1.3 | Elect Brian C. Ferguson | Mgmt | For | For | For | ||||
1.4 | Elect Colleen A. Goggins | Mgmt | For | For | For | ||||
1.5 | Elect David E. Kepler | Mgmt | For | For | For | ||||
1.6 | Elect Brian M. Levitt | Mgmt | For | For | For | ||||
1.7 | Elect Alan N. MacGibbon | Mgmt | For | For | For | ||||
1.8 | Elect Karen E. Maidment | Mgmt | For | For | For | ||||
1.9 | Elect Bharat B. Masrani | Mgmt | For | For | For | ||||
1.10 | Elect Claude Mongeau | Mgmt | For | For | For | ||||
1.11 | Elect S. Jane Rowe | Mgmt | For | For | For | ||||
1.12 | Elect Nancy G. Tower | Mgmt | For | For | For | ||||
1.13 | Elect Ajay K. Virmani | Mgmt | For | For | For | ||||
1.14 | Elect Mary A. Winston | Mgmt | For | For | For | ||||
2 | Appointment of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Shareholder Proposal Regarding Financialization of Housing | ShrHoldr | Against | Against | For | ||||
5 | Shareholder Proposal Regarding TCFD Reporting for Pollution Asset Privatization Transactions | ShrHoldr | Against | Against | For | ||||
6 | Shareholder Proposal Regarding Say on Climate | ShrHoldr | Against | Against | For | ||||
7 | Shareholder Proposal Regarding Financing of the Canadian Oil and Gas Sector | ShrHoldr | Against | Against | For | ||||
8 | Shareholder Proposal Regarding Pay Ratio Disclosure | ShrHoldr | Against | Against | For | ||||
9 | Shareholder Proposal Regarding Transition Plan Disclosure for Financing Activities | ShrHoldr | Against | Against | For | ||||
Tokyo Electron Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
8035 | CINS J86957115 | 06/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Toshiki Kawai | Mgmt | For | For | For | ||||
3 | Elect Sadao Sasaki | Mgmt | For | For | For | ||||
4 | Elect Yoshikazu Nunokawa | Mgmt | For | For | For | ||||
5 | Elect Michio Sasaki | Mgmt | For | For | For | ||||
6 | Elect Makiko Eda | Mgmt | For | For | For | ||||
7 | Elect Sachiko Ichikawa | Mgmt | For | For | For | ||||
8 | Elect Kazushi Tahara | Mgmt | For | For | For | ||||
9 | Elect Yutaka Nanasawa | Mgmt | For | For | For | ||||
10 | Bonus | Mgmt | For | For | For | ||||
11 | Equity Compensation Plan for Inside directors | Mgmt | For | For | For | ||||
12 | Equity Compensation Plan for Executive Officers | Mgmt | For | For | For | ||||
TotalEnergies SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TTE | CINS F92124100 | 05/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
8 | Accounts and Reports | Mgmt | For | For | For | ||||
9 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
10 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
11 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
12 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
13 | Elect Marie-Christine Coisne-Roquette | Mgmt | For | For | For | ||||
14 | Elect Mark Cutifani | Mgmt | For | For | For | ||||
15 | Elect Dierk Paskert | Mgmt | For | For | For | ||||
16 | Elect Anelise Lara | Mgmt | For | For | For | ||||
17 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
18 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
19 | 2022 Remuneration of Patrick Pouyanne, Chair and CEO | Mgmt | For | For | For | ||||
20 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | ||||
21 | Opinion on 2023 Sustainability and Climate Progress Report | Mgmt | For | For | For | ||||
22 | Authority to Issue Performance Shares | Mgmt | For | For | For | ||||
23 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
24 | Amendments to Articles Regarding the Suppression of Double Voting Rights | Mgmt | For | For | For | ||||
25 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | ||||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Unilever plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ULVR | CINS G92087165 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | Against | Against | ||||
3 | Elect Nils Andersen | Mgmt | For | For | For | ||||
4 | Elect Judith Hartmann | Mgmt | For | For | For | ||||
5 | Elect Adrian Hennah | Mgmt | For | For | For | ||||
6 | Elect Alan Jope | Mgmt | For | For | For | ||||
7 | Elect Andrea Jung | Mgmt | For | For | For | ||||
8 | Elect Susan Kilsby | Mgmt | For | For | For | ||||
9 | Elect Ruby Lu | Mgmt | For | For | For | ||||
10 | Elect Strive T. Masiyiwa | Mgmt | For | For | For | ||||
11 | Elect Youngme E. Moon | Mgmt | For | For | For | ||||
12 | Elect Graeme D. Pitkethly | Mgmt | For | For | For | ||||
13 | Elect Feike Sijbesma | Mgmt | For | For | For | ||||
14 | Elect Nelson Peltz | Mgmt | For | For | For | ||||
15 | Elect Hein Schumacher | Mgmt | For | For | For | ||||
16 | Appointment of Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Fund Name : Neuberger Berman International Select Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Adidas AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ADS | CINS D0066B185 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
3 | Allocation of Dividends | Mgmt | For | For | For | ||||
4 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
5 | Ratification of Supervisory Board Acts | Mgmt | For | Against | Against | ||||
6 | Remuneration Report | Mgmt | For | Against | Against | ||||
7 | Amendments to Articles (Virtual Meetings) | Mgmt | For | For | For | ||||
8 | Amendments to Articles (Virtual AGM Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
9 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
10 | Authority to Repurchase Shares Using Equity Derivatives | Mgmt | For | For | For | ||||
11 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
12 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
13 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
14 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
AIA Group Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1299 | CINS Y002A1105 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect Edmund TSE Sze Wing | Mgmt | For | Against | Against | ||||
6 | Elect Jack SO Chak Kwong | Mgmt | For | Against | Against | ||||
7 | Elect Lawrence LAU Juen-Yee | Mgmt | For | For | For | ||||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
11 | Directors' Fees | Mgmt | For | For | For | ||||
12 | Amendment to the Share Option Scheme | Mgmt | For | Against | Against | ||||
13 | Adoption of Amended Restricted Share Unit Scheme | Mgmt | For | Against | Against | ||||
14 | Adoption of the Amended Employee Share Purchase Plan | Mgmt | For | For | For | ||||
15 | Adoption of the Amended Agency Share Purchase Plan | Mgmt | For | For | For | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Air Liquide S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AI | CINS F01764103 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Accounts and Reports | Mgmt | For | For | For | ||||
7 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
8 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
9 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
10 | Elect Catherine Guillouard | Mgmt | For | For | For | ||||
11 | Elect Christina Choi Lai Law | Mgmt | For | For | For | ||||
12 | Elect Alexis Perakis-Valat | Mgmt | For | For | For | ||||
13 | Elect Michael H. Thaman | Mgmt | For | For | For | ||||
14 | Elect Monica de Virgiliis | Mgmt | For | For | For | ||||
15 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
16 | 2022 Remuneration of Benoit Potier, Chair and CEO (Until May 31, 2022) | Mgmt | For | For | For | ||||
17 | 2022 Remuneration of Francois Jackow, CEO (From June 1, 2022) | Mgmt | For | For | For | ||||
18 | 2022 Remuneration of Benoit Potier, Chair (From June 1, 2022) | Mgmt | For | For | For | ||||
19 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
20 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | ||||
21 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | ||||
22 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
23 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
24 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
25 | Greenshoe | Mgmt | For | For | For | ||||
26 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
27 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | ||||
28 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Aon plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AON | CUSIP G0408V102 | 06/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lester B. Knight | Mgmt | For | For | For | ||||
2 | Elect Gregory C. Case | Mgmt | For | For | For | ||||
3 | Elect CAI Jinyong | Mgmt | For | For | For | ||||
4 | Elect Jeffrey C. Campbell | Mgmt | For | For | For | ||||
5 | Elect Fulvio Conti | Mgmt | For | For | For | ||||
6 | Elect Cheryl A. Francis | Mgmt | For | For | For | ||||
7 | Elect Adriana Karaboutis | Mgmt | For | For | For | ||||
8 | Elect Richard C. Notebaert | Mgmt | For | For | For | ||||
9 | Elect Gloria Santona | Mgmt | For | For | For | ||||
10 | Elect Sarah E. Smith | Mgmt | For | For | For | ||||
11 | Elect Byron O. Spruell | Mgmt | For | For | For | ||||
12 | Elect Carolyn Y. Woo | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Appointment of Statutory Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Statutory Auditor's Fees | Mgmt | For | For | For | ||||
18 | Amendment to the 2011 Incentive Plan | Mgmt | For | For | For | ||||
ASML Holding N.V. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ASML | CINS N07059202 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Remuneration Report | Mgmt | For | For | For | ||||
6 | Accounts and Reports | Mgmt | For | For | For | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Allocation of Dividends | Mgmt | For | For | For | ||||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
11 | Long-Term Incentive Plan; Authority to Issue Shares | Mgmt | For | For | For | ||||
12 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | ||||
13 | Supervisory Board Fees | Mgmt | For | For | For | ||||
14 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
15 | Elect Nils Andersen to the Supervisory Board | Mgmt | For | For | For | ||||
16 | Elect Jack P. de Kreij to the Supervisory Board | Mgmt | For | For | For | ||||
17 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
18 | Appointment of Auditor | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Cancellation of Shares | Mgmt | For | For | For | ||||
23 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
24 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Astrazeneca plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AZN | CINS G0593M107 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Appointment of Auditor | Mgmt | For | For | For | ||||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
5 | Elect Michel Demare | Mgmt | For | For | For | ||||
6 | Elect Pascal Soriot | Mgmt | For | For | For | ||||
7 | Elect Aradhana Sarin | Mgmt | For | For | For | ||||
8 | Elect Philip Broadley | Mgmt | For | For | For | ||||
9 | Elect Euan Ashley | Mgmt | For | For | For | ||||
10 | Elect Deborah DiSanzo | Mgmt | For | For | For | ||||
11 | Elect Diana Layfield | Mgmt | For | For | For | ||||
12 | Elect Sherilyn S. McCoy | Mgmt | For | For | For | ||||
13 | Elect Tony MOK Shu Kam | Mgmt | For | For | For | ||||
14 | Elect Nazneen Rahman | Mgmt | For | For | For | ||||
15 | Elect Andreas Rummelt | Mgmt | For | For | For | ||||
16 | Elect Marcus Wallenberg | Mgmt | For | Against | Against | ||||
17 | Remuneration Report | Mgmt | For | For | For | ||||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
24 | Adoption of New Articles | Mgmt | For | For | For | ||||
Autoliv, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ALV | CUSIP 052800109 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mikael Bratt | Mgmt | For | For | For | ||||
2 | Elect Mary Lauren Brlas | Mgmt | For | For | For | ||||
3 | Elect Jan Carlson | Mgmt | For | For | For | ||||
4 | Elect Hasse Johansson | Mgmt | For | For | For | ||||
5 | Elect Leif Johansson | Mgmt | For | For | For | ||||
6 | Elect Franz-Josef Kortum | Mgmt | For | For | For | ||||
7 | Elect Frederic B. Lissalde | Mgmt | For | For | For | ||||
8 | Elect Xiaozhi Liu | Mgmt | For | For | For | ||||
9 | Elect Gustav Lundgren | Mgmt | For | For | For | ||||
10 | Elect Martin Lundstedt | Mgmt | For | For | For | ||||
11 | Elect Thaddeus J. Senko | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
BAE Systems plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BA. | CINS G06940103 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Policy | Mgmt | For | For | For | ||||
3 | Remuneration Report | Mgmt | For | For | For | ||||
4 | Final Dividend | Mgmt | For | For | For | ||||
5 | Elect Nick Anderson | Mgmt | For | For | For | ||||
6 | Elect Thomas Arseneault | Mgmt | For | For | For | ||||
7 | Elect Crystal E. Ashby | Mgmt | For | For | For | ||||
8 | Elect Elizabeth Corley | Mgmt | For | For | For | ||||
9 | Elect Bradley Greve | Mgmt | For | For | For | ||||
10 | Elect Jane Griffiths | Mgmt | For | For | For | ||||
11 | Elect Chris Grigg | Mgmt | For | For | For | ||||
12 | Elect Ewan Kirk | Mgmt | For | For | For | ||||
13 | Elect Stephen T. Pearce | Mgmt | For | For | For | ||||
14 | Elect Nicole W. Piasecki | Mgmt | For | For | For | ||||
15 | Elect Charles Woodburn | Mgmt | For | For | For | ||||
16 | Elect Cressida Hogg | Mgmt | For | For | For | ||||
17 | Elect Mark Sedwill | Mgmt | For | For | For | ||||
18 | Appointment of Auditor | Mgmt | For | For | For | ||||
19 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
20 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
21 | Long-Term Incentive Plan | Mgmt | For | For | For | ||||
22 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
23 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
24 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
25 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Bank of Ireland Group Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BIRG | CINS G0756R109 | 05/23/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
3 | Final Dividend | Mgmt | For | TNA | N/A | ||||
4 | Elect Myles O'Grady | Mgmt | For | TNA | N/A | ||||
5 | Elect Giles Andrews | Mgmt | For | TNA | N/A | ||||
6 | Elect Evelyn Bourke | Mgmt | For | TNA | N/A | ||||
7 | Elect Ian Buchanan | Mgmt | For | TNA | N/A | ||||
8 | Elect Eileen Fitzpatrick | Mgmt | For | TNA | N/A | ||||
9 | Elect Richard Goulding | Mgmt | For | TNA | N/A | ||||
10 | Elect Michele Greene | Mgmt | For | TNA | N/A | ||||
11 | Elect Patrick Kennedy | Mgmt | For | TNA | N/A | ||||
12 | Elect Fiona Muldoon | Mgmt | For | TNA | N/A | ||||
13 | Elect Steve Pateman | Mgmt | For | TNA | N/A | ||||
14 | Elect Mark Spain | Mgmt | For | TNA | N/A | ||||
15 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | ||||
17 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | TNA | N/A | ||||
18 | Remuneration Report | Mgmt | For | TNA | N/A | ||||
19 | Remuneration Policy | Mgmt | For | TNA | N/A | ||||
20 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | ||||
21 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | TNA | N/A | ||||
22 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | TNA | N/A | ||||
23 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | TNA | N/A | ||||
24 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | TNA | N/A | ||||
25 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | TNA | N/A | ||||
26 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
27 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
28 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
29 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
30 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
Bankinter SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BKT | CINS E2116H880 | 03/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Report on Non-Financial Information | Mgmt | For | For | For | ||||
5 | Ratification of Board Acts | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Appointment of Auditor | Mgmt | For | For | For | ||||
8 | Elect Maria Dolores Dancausa Trevino | Mgmt | For | For | For | ||||
9 | Elect Maria Teresa Pulido Mendoza | Mgmt | For | For | For | ||||
10 | Elect Maria Luisa Jorda Castro | Mgmt | For | For | For | ||||
11 | Elect Alvaro Alvarez-Alonso Plaza | Mgmt | For | For | For | ||||
12 | Board Size | Mgmt | For | For | For | ||||
13 | Creation of Capitalisation Reserve | Mgmt | For | For | For | ||||
14 | Authority to Transfer Shares Pursuant to Annual Variable Plan | Mgmt | For | For | For | ||||
15 | Maximum Variable Pay Ratio | Mgmt | For | For | For | ||||
16 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
17 | Remuneration Report | Mgmt | For | For | For | ||||
18 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Bawag Group AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BG | CINS A0997C107 | 03/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Ordinary | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
4 | Allocation of Dividends | Mgmt | For | For | For | ||||
5 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
6 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
7 | Appointment of Auditor | Mgmt | For | For | For | ||||
8 | Remuneration Report | Mgmt | For | Against | Against | ||||
9 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
10 | Amendments to Articles (Virtual General Meetings) | Mgmt | For | For | For | ||||
11 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Beiersdorf AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BEI | CINS D08792109 | 04/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Allocation of Dividends | Mgmt | For | For | For | ||||
7 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
8 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
9 | Appointment of Auditor | Mgmt | For | For | For | ||||
10 | Remuneration Report | Mgmt | For | For | For | ||||
11 | Elect Uta Kemmerich-Keil | Mgmt | For | For | For | ||||
12 | Elect Beatrice Dreyfus as Substitute Member | Mgmt | For | For | For | ||||
13 | Amendments to Articles (Virtual General Meetings) | Mgmt | For | For | For | ||||
14 | Amendments to Articles (Virtual AGM Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Brenntag SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BNR | CINS D12459117 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
3 | Allocation of Dividends | Mgmt | For | For | For | ||||
4 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
5 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
6 | Appointment of Auditor | Mgmt | For | For | For | ||||
7 | Management Board Remuneration Policy | Mgmt | For | For | For | ||||
8 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | ||||
9 | Remuneration Report | Mgmt | For | For | For | ||||
10 | Elect Richard Ridinger | Mgmt | For | Against | Against | ||||
11 | Elect Sujatha Chandrasekaran | Mgmt | For | Against | Against | ||||
12 | Amendments to Articles (Virtual Shareholder Meetings) | Mgmt | For | For | For | ||||
13 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
14 | Additional or Amended Shareholder Proposals | ShrHoldr | N/A | Against | N/A | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Bunzl plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BNZL | CINS G16968110 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Elect Peter Ventress | Mgmt | For | For | For | ||||
4 | Elect Frank van Zanten | Mgmt | For | For | For | ||||
5 | Elect Richard Howes | Mgmt | For | For | For | ||||
6 | Elect Vanda Murray | Mgmt | For | For | For | ||||
7 | Elect Lloyd Pitchford | Mgmt | For | For | For | ||||
8 | Elect Stephan R. Nanninga | Mgmt | For | For | For | ||||
9 | Elect Vin Murria | Mgmt | For | For | For | ||||
10 | Elect Pamela J. Kirby | Mgmt | For | For | For | ||||
11 | Elect Jacky Simmonds | Mgmt | For | For | For | ||||
12 | Appointment of Auditor | Mgmt | For | For | For | ||||
13 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
14 | Remuneration Report | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
19 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Bureau Veritas SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BVI | CINS F96888114 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
10 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
11 | Ratification of Co-Option of Laurent Mignon | Mgmt | For | For | For | ||||
12 | Elect Frederic Sanchez | Mgmt | For | For | For | ||||
13 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
14 | 2022 Remuneration of Aldo Cardoso, Chair | Mgmt | For | For | For | ||||
15 | 2022 Remuneration of Didier Michaud-Daniel, CEO | Mgmt | For | Against | Against | ||||
16 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
17 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | ||||
18 | 2023 Remuneration Policy (Outgoing CEO Until June 22, 2023) | Mgmt | For | Against | Against | ||||
19 | 2023 Remuneration Policy (Incoming CEO From June 22, 2023) | Mgmt | For | For | For | ||||
20 | 2023 Remuneration of Didier Michaud-Daniel, Outgoing CEO (Until June 22, 2023) | Mgmt | For | Against | Against | ||||
21 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
22 | Global Ceiling on Capital Increases and Debt Issuances | Mgmt | For | For | For | ||||
23 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
24 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
25 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | ||||
26 | Authority to Increase Capital in Case of Exchange Offers | Mgmt | For | For | For | ||||
27 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | ||||
28 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | ||||
29 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | ||||
30 | Greenshoe | Mgmt | For | For | For | ||||
31 | Authority to Grant Stock Options | Mgmt | For | Against | Against | ||||
32 | Authority to Issue Performance Shares | Mgmt | For | Against | Against | ||||
33 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
34 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
35 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
36 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
37 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Cenovus Energy Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CVE | CUSIP 15135U109 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Appointment of Auditor | Mgmt | For | For | For | ||||
2 | Elect Keith M. Casey | Mgmt | For | For | For | ||||
3 | Elect Canning K.N. Fok | Mgmt | For | For | For | ||||
4 | Elect Jane E. Kinney | Mgmt | For | For | For | ||||
5 | Elect Harold N. Kvisle | Mgmt | For | For | For | ||||
6 | Elect Eva L. Kwok | Mgmt | For | For | For | ||||
7 | Elect Melanie A. Little | Mgmt | For | For | For | ||||
8 | Elect Richard J. Marcogliese | Mgmt | For | For | For | ||||
9 | Elect Jonathan M. McKenzie | Mgmt | For | For | For | ||||
10 | Elect Claude Mongeau | Mgmt | For | For | For | ||||
11 | Elect Alexander J. Pourbaix | Mgmt | For | For | For | ||||
12 | Elect Wayne E. Shaw | Mgmt | For | For | For | ||||
13 | Elect Frank J. Sixt | Mgmt | For | For | For | ||||
14 | Elect Rhonda I. Zygocki | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net Zero Goal | ShrHoldr | For | For | For | ||||
Compass Group Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CPG | CINS G23296208 | 02/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Elect Ian K. Meakins | Mgmt | For | For | For | ||||
5 | Elect Dominic Blakemore | Mgmt | For | For | For | ||||
6 | Elect Palmer Brown | Mgmt | For | For | For | ||||
7 | Elect Gary Green | Mgmt | For | For | For | ||||
8 | Elect Carol Arrowsmith | Mgmt | For | For | For | ||||
9 | Elect Stefan Bomhard | Mgmt | For | For | For | ||||
10 | Elect John A. Bryant | Mgmt | For | For | For | ||||
11 | Elect Arlene Isaacs-Lowe | Mgmt | For | For | For | ||||
12 | Elect Anne-Francoise Nesmes | Mgmt | For | For | For | ||||
13 | Elect Sundar Raman | Mgmt | For | For | For | ||||
14 | Elect Nelson Luiz Costa Silva | Mgmt | For | For | For | ||||
15 | Elect Ireena Vittal | Mgmt | For | For | For | ||||
16 | Appointment of Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
CRH Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRH | CINS G25508105 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Remuneration Report | Mgmt | For | For | For | ||||
5 | Elect Richard Boucher | Mgmt | For | For | For | ||||
6 | Elect Caroline Dowling | Mgmt | For | For | For | ||||
7 | Elect Richard H. Fearon | Mgmt | For | For | For | ||||
8 | Elect Johan Karlstrom | Mgmt | For | For | For | ||||
9 | Elect Shaun Kelly | Mgmt | For | For | For | ||||
10 | Elect Badar Khan | Mgmt | For | For | For | ||||
11 | Elect H. Lamar McKay | Mgmt | For | For | For | ||||
12 | Elect Albert Manifold | Mgmt | For | For | For | ||||
13 | Elect Jim Mintern | Mgmt | For | For | For | ||||
14 | Elect Gillian L. Platt | Mgmt | For | For | For | ||||
15 | Elect Mary K. Rhinehart | Mgmt | For | For | For | ||||
16 | Elect Siobhan Talbot | Mgmt | For | For | For | ||||
17 | Elect Christina Verchere | Mgmt | For | For | For | ||||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
19 | Appointment of Auditor | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
CRH Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRH | CINS G25508105 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Court | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Scheme of Arrangement (Settlement System Migration) | Mgmt | For | For | For | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
CRH Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRH | CINS G25508105 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Approve Scheme of Arrangement | Mgmt | For | For | For | ||||
4 | Change of Listing | Mgmt | For | For | For | ||||
5 | Adoption of New Articles | Mgmt | For | For | For | ||||
6 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
7 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | ||||
8 | Amendments to Articles (Share Redemption) | Mgmt | For | Against | Against | ||||
9 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
DBS Group Holdings Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
D05 | CINS Y20246107 | 03/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
4 | Directors' Fees | Mgmt | For | For | For | ||||
5 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
6 | Elect Peter SEAH Lim Huat | Mgmt | For | Against | Against | ||||
7 | Elect Punita Lal | Mgmt | For | For | For | ||||
8 | Elect Anthony LIM Weng Kin | Mgmt | For | For | For | ||||
9 | Authority To Grant Awards And Issue Shares Under The Dbsh Share Plan | Mgmt | For | For | For | ||||
10 | Authority to Issues Share under The California Sub-Plan | Mgmt | For | For | For | ||||
11 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
12 | Authority To Issue Shares Pursuant To The Dbsh Scrip Dividend Scheme | Mgmt | For | For | For | ||||
13 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
DCC Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DCC | CINS G2689P101 | 07/15/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Remuneration Report | Mgmt | For | For | For | ||||
5 | Elect Laura Angelini | Mgmt | For | For | For | ||||
6 | Elect Mark Breuer | Mgmt | For | For | For | ||||
7 | Elect Caroline Dowling | Mgmt | For | For | For | ||||
8 | Elect Tufan Erginbilgic | Mgmt | For | For | For | ||||
9 | Elect David C. Jukes | Mgmt | For | For | For | ||||
10 | Elect Lily Liu | Mgmt | For | For | For | ||||
11 | Elect Kevin Lucey | Mgmt | For | For | For | ||||
12 | Elect Donal Murphy | Mgmt | For | For | For | ||||
13 | Elect Alan Ralph | Mgmt | For | For | For | ||||
14 | Elect Mark Ryan | Mgmt | For | For | For | ||||
15 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
20 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | ||||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Deutsche Boerse AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DB1 | CINS D1882G119 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
9 | Allocation of Dividends | Mgmt | For | For | For | ||||
10 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
11 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
12 | Amendments to Articles (Virtual Shareholder Meetings) | Mgmt | For | For | For | ||||
13 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
14 | Amendments to Articles (Convocation of Shareholder Meetings) | Mgmt | For | For | For | ||||
15 | Amendments to Articles (Share Register) | Mgmt | For | For | For | ||||
16 | Remuneration Report | Mgmt | For | For | For | ||||
17 | Appointment of Auditor | Mgmt | For | For | For | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Deutsche Telekom AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DTE | CINS D2035M136 | 04/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Allocation of Dividends | Mgmt | For | For | For | ||||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
11 | Appointment of Auditor | Mgmt | For | For | For | ||||
12 | Elect Harald Kruger | Mgmt | For | For | For | ||||
13 | Elect Reinhard Ploss | Mgmt | For | For | For | ||||
14 | Elect Margret Suckale | Mgmt | For | For | For | ||||
15 | Amendments to Articles (Virtual General Meetings) | Mgmt | For | For | For | ||||
16 | Remuneration Report | Mgmt | For | Against | Against | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Diageo plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DGE | CINS G42089113 | 10/06/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Elect Karen Blackett | Mgmt | For | For | For | ||||
5 | Elect Melissa Bethell | Mgmt | For | For | For | ||||
6 | Elect Lavanya Chandrashekar | Mgmt | For | For | For | ||||
7 | Elect Valerie Chapoulaud-Floquet | Mgmt | For | For | For | ||||
8 | Elect Javier Ferran | Mgmt | For | For | For | ||||
9 | Elect Susan Kilsby | Mgmt | For | For | For | ||||
10 | Elect John A. Manzoni | Mgmt | For | For | For | ||||
11 | Elect Lady Nicola Mendelsohn | Mgmt | For | For | For | ||||
12 | Elect Ivan Menezes | Mgmt | For | For | For | ||||
13 | Elect Alan Stewart | Mgmt | For | For | For | ||||
14 | Elect Ireena Vittal | Mgmt | For | Against | Against | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
17 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
18 | Amendment to the Irish Share Ownership Plan | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Disco Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6146 | CINS J12327102 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Kazuma Sekiya | Mgmt | For | For | For | ||||
5 | Elect Noboru Yoshinaga | Mgmt | For | For | For | ||||
6 | Elect Takao Tamura | Mgmt | For | For | For | ||||
7 | Elect Ichiro Inasaki | Mgmt | For | For | For | ||||
8 | Elect Shinichi Tamura | Mgmt | For | For | For | ||||
9 | Elect Tsutomu Mimata | Mgmt | For | Against | Against | ||||
10 | Elect Yusei Yamaguchi | Mgmt | For | For | For | ||||
11 | Elect Kazuyoshi Tokimaru | Mgmt | For | For | For | ||||
12 | Elect Noriko Oki | Mgmt | For | For | For | ||||
13 | Elect Akiko Matsuo | Mgmt | For | For | For | ||||
DSM Firmenich AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DSFIR | CINS H0245V108 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Dividends from Reserves | Mgmt | For | For | For | ||||
5 | Board Compensation | Mgmt | For | For | For | ||||
6 | Executive Compensation | Mgmt | For | For | For | ||||
7 | Amendments to Articles (Resolutions) | Mgmt | For | For | For | ||||
8 | Amendments to Articles (Share Register) | Mgmt | For | For | For | ||||
9 | Additional or Amended Proposals | Mgmt | N/A | Against | N/A | ||||
10 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Experian Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EXPN | CINS G32655105 | 07/21/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Elect Ruba Borno | Mgmt | For | For | For | ||||
4 | Elect Alison Brittain | Mgmt | For | For | For | ||||
5 | Elect Brian Cassin | Mgmt | For | For | For | ||||
6 | Elect Caroline F. Donahue | Mgmt | For | For | For | ||||
7 | Elect Luiz Fernando Vendramini Fleury | Mgmt | For | For | For | ||||
8 | Elect Jonathan Howell | Mgmt | For | For | For | ||||
9 | Elect Lloyd Pitchford | Mgmt | For | For | For | ||||
10 | Elect Mike Rogers | Mgmt | For | For | For | ||||
11 | Appointment of Auditor | Mgmt | For | For | For | ||||
12 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
14 | Share Plans | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
17 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Ferguson plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FERG | CINS G3421J106 | 11/30/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Elect Kelly Baker | Mgmt | For | For | For | ||||
4 | Elect Bill Brundage | Mgmt | For | Against | Against | ||||
5 | Elect Geoff Drabble | Mgmt | For | For | For | ||||
6 | Elect Catherine Halligan | Mgmt | For | For | For | ||||
7 | Elect Brian May | Mgmt | For | For | For | ||||
8 | Elect Kevin Murphy | Mgmt | For | For | For | ||||
9 | Elect Alan J. Murray | Mgmt | For | For | For | ||||
10 | Elect Thomas Schmitt | Mgmt | For | Against | Against | ||||
11 | Elect Nadia Shouraboura | Mgmt | For | For | For | ||||
12 | Elect Suzanne Wood | Mgmt | For | For | For | ||||
13 | Appointment of Auditor | Mgmt | For | For | For | ||||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
15 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
17 | Adoption of the Non-Employee Director Incentive Plan 2022 | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
21 | Adoption of New Articles of Association | Mgmt | For | For | For | ||||
Fujitsu Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6702 | CINS J15708159 | 06/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Takahito Tokita | Mgmt | For | For | For | ||||
3 | Elect Hidenori Furuta | Mgmt | For | For | For | ||||
4 | Elect Takeshi Isobe | Mgmt | For | For | For | ||||
5 | Elect Masami Yamamoto | Mgmt | For | For | For | ||||
6 | Elect Chiaki Mukai | Mgmt | For | For | For | ||||
7 | Elect Atsushi Abe | Mgmt | For | For | For | ||||
8 | Elect Yoshiko Kojo | Mgmt | For | For | For | ||||
9 | Elect Kenichiro Sasae | Mgmt | For | For | For | ||||
10 | Elect Byron Gill | Mgmt | For | For | For | ||||
11 | Elect Koji Hatsukawa as Statutory Auditor | Mgmt | For | For | For | ||||
12 | Adoption of Restricted share Unit Plan for Outside directors | Mgmt | For | For | For | ||||
Heineken NV | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HEIA | CINS N39427211 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
4 | Remuneration Report | Mgmt | For | For | For | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
7 | Allocation of Dividends | Mgmt | For | For | For | ||||
8 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
9 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
11 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
12 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | ||||
13 | Elect Michel R. de Carvalho to the Supervisory Board | Mgmt | For | For | For | ||||
14 | Elect Rosemary L. Ripley to the Supervisory Board | Mgmt | For | For | For | ||||
15 | Elect Beatriz Pardo to the Supervisory Board | Mgmt | For | For | For | ||||
16 | Elect Lodewijk Hijmans van den Bergh to the Supervisory Board | Mgmt | For | For | For | ||||
17 | Appointment of Auditor | Mgmt | For | For | For | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
HelloFresh SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HFG | CINS D3R2MA100 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Allocation of Profits | Mgmt | For | For | For | ||||
7 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
8 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
9 | Appointment of Auditor | Mgmt | For | For | For | ||||
10 | Elect John H. Rittenhouse | Mgmt | For | For | For | ||||
11 | Elect Ursula Radeke-Pietsch | Mgmt | For | For | For | ||||
12 | Elect Susanne Schroter-Crossan | Mgmt | For | For | For | ||||
13 | Elect Stefan Smalla | Mgmt | For | For | For | ||||
14 | Elect Derek Zissman | Mgmt | For | For | For | ||||
15 | Remuneration Report | Mgmt | For | Against | Against | ||||
16 | Amendments to Articles (Supervisory Board Appointment Terms) | Mgmt | For | Against | Against | ||||
17 | Amendments to Articles (Virtual General Meeting) | Mgmt | For | For | For | ||||
18 | Amendments to Articles (Virtual AGM Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Hitachi, Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6501 | CINS J20454112 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Katsumi Ihara | Mgmt | For | For | For | ||||
3 | Elect Ravi Venkatesan | Mgmt | For | For | For | ||||
4 | Elect Cynthia B. Carroll | Mgmt | For | For | For | ||||
5 | Elect Ikuro Sugawara | Mgmt | For | For | For | ||||
6 | Elect Joe E. Harlan | Mgmt | For | For | For | ||||
7 | Elect Louise Pentland | Mgmt | For | For | For | ||||
8 | Elect Takatoshi Yamamoto | Mgmt | For | For | For | ||||
9 | Elect Hiroaki Yoshihara | Mgmt | For | For | For | ||||
10 | Elect Helmuth Ludwig | Mgmt | For | For | For | ||||
11 | Elect Keiji Kojima | Mgmt | For | For | For | ||||
12 | Elect Mitsuaki Nishiyama | Mgmt | For | For | For | ||||
13 | Elect Toshiaki Higashihara | Mgmt | For | For | For | ||||
Julius Baer Group Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BAER | CINS H4414N103 | 04/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Compensation Report | Mgmt | For | For | For | ||||
4 | Allocation of Dividends | Mgmt | For | For | For | ||||
5 | Ratification of Board and Management Acts | Mgmt | For | For | For | ||||
6 | Board Compensation | Mgmt | For | For | For | ||||
7 | Executive Compensation (Cash-Based Variable) | Mgmt | For | For | For | ||||
8 | Executive Compensation (Share-Based Variable) | Mgmt | For | For | For | ||||
9 | Executive Compensation (Fixed) | Mgmt | For | For | For | ||||
10 | Elect Romeo Lacher | Mgmt | For | For | For | ||||
11 | Elect Gilbert Achermann | Mgmt | For | For | For | ||||
12 | Elect Richard Campbell-Breeden | Mgmt | For | For | For | ||||
13 | Elect David R. Nicol | Mgmt | For | For | For | ||||
14 | Elect Kathryn Shih | Mgmt | For | For | For | ||||
15 | Elect Tomas Varela Muina | Mgmt | For | For | For | ||||
16 | Elect Eunice Zehnder-Lai | Mgmt | For | For | For | ||||
17 | Elect Olga Zoutendijk | Mgmt | For | For | For | ||||
18 | Elect Juerg Hunziker | Mgmt | For | For | For | ||||
19 | Appoint Romeo Lacher as Board Chair | Mgmt | For | For | For | ||||
20 | Elect Gilbert Achermann as Nomination and Compensation Committee Member | Mgmt | For | For | For | ||||
21 | Elect Richard Campbell-Breeden as Nomination and Compensation Committee Member | Mgmt | For | For | For | ||||
22 | Elect Kathryn Shih as Nomination and Compensation Committee Member | Mgmt | For | For | For | ||||
23 | Elect Eunice Zehnder-Lai as Nomination and Compensation Committee Member | Mgmt | For | For | For | ||||
24 | Appointment of Auditor | Mgmt | For | For | For | ||||
25 | Appointment of Independent Proxy | Mgmt | For | For | For | ||||
26 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | For | For | ||||
27 | Amendments to Articles (Shares and Share Register) | Mgmt | For | For | For | ||||
28 | Amendments to Articles (Share Transfer) | Mgmt | For | For | For | ||||
29 | Amendments to Articles (General Meeting) | Mgmt | For | For | For | ||||
30 | Amendments to Articles (Virtual Meeting) | Mgmt | For | For | For | ||||
31 | Amendments to Articles (Board and Compensation) | Mgmt | For | For | For | ||||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
KDDI CORPORATION | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
9433 | CINS J31843105 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Takashi Tanaka | Mgmt | For | For | For | ||||
5 | Elect Makoto Takahashi | Mgmt | For | For | For | ||||
6 | Elect Toshitake Amamiya | Mgmt | For | For | For | ||||
7 | Elect Kazuyuki Yoshimura | Mgmt | For | For | For | ||||
8 | Elect Yasuaki Kuwahara | Mgmt | For | For | For | ||||
9 | Elect Hiromichi Matsuda | Mgmt | For | For | For | ||||
10 | Elect Goro Yamaguchi | Mgmt | For | Against | Against | ||||
11 | Elect Keiji Yamamoto | Mgmt | For | Against | Against | ||||
12 | Elect Shigeki Goto | Mgmt | For | For | For | ||||
13 | Elect Tsutomu Tannowa | Mgmt | For | For | For | ||||
14 | Elect Junko Okawa | Mgmt | For | For | For | ||||
15 | Elect Kyoko Okumiya | Mgmt | For | For | For | ||||
Kering | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KER | CINS F5433L103 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
8 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
9 | 2022 Remuneration of Francois-Henri Pinault, Chair and CEO | Mgmt | For | Against | Against | ||||
10 | 2022 Remuneration of Jean-Francois Palus, Deputy CEO | Mgmt | For | Against | Against | ||||
11 | 2023 Remuneration Policy (Corporate officers) | Mgmt | For | Against | Against | ||||
12 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
13 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
14 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | Abstain | Against | ||||
16 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | Abstain | Against | ||||
18 | Authority to Issue Shares and/or Convertible Debt Through Private Placement (Qualified Investors) | Mgmt | For | Abstain | Against | ||||
19 | Authority to Set Offering Price of Shares | Mgmt | For | Abstain | Against | ||||
20 | Greenshoe | Mgmt | For | Abstain | Against | ||||
21 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | ||||
22 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
23 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | ||||
24 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Kerry Group Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KRZ | CINS G52416107 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Elect Patrick Rohan | Mgmt | For | For | For | ||||
5 | Elect Gerry Behan | Mgmt | For | For | For | ||||
6 | Elect Hugh Brady | Mgmt | For | For | For | ||||
7 | Elect Fiona Dawson | Mgmt | For | For | For | ||||
8 | Elect Karin L. Dorrepaal | Mgmt | For | For | For | ||||
9 | Elect Emer Gilvarry | Mgmt | For | For | For | ||||
10 | Elect Michael T. Kerr | Mgmt | For | For | For | ||||
11 | Elect Marguerite Larkin | Mgmt | For | For | For | ||||
12 | Elect Tom Moran | Mgmt | For | For | For | ||||
13 | Elect Christopher Rogers | Mgmt | For | For | For | ||||
14 | Elect Edmond Scanlan | Mgmt | For | For | For | ||||
15 | Elect Jinlong Wang | Mgmt | For | For | For | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
17 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
18 | Remuneration Report | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Employee Share Plan | Mgmt | For | For | For | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
KOITO MANUFACTURING CO., LTD. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
7276 | CINS J34899104 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Masahiro Otake | Mgmt | For | Against | Against | ||||
4 | Elect Michiaki Kato | Mgmt | For | Against | Against | ||||
5 | Elect Masami Uchiyama | Mgmt | For | Against | Against | ||||
6 | Elect Hideharu Konagaya | Mgmt | For | For | For | ||||
7 | Elect Katsuyuki Kusakawa | Mgmt | For | For | For | ||||
8 | Elect Jun Toyota | Mgmt | For | For | For | ||||
9 | Elect Haruya Uehara | Mgmt | For | For | For | ||||
10 | Elect Kingo Sakurai | Mgmt | For | For | For | ||||
11 | Elect Chika Igarashi | Mgmt | For | Against | Against | ||||
12 | Elect Hiroshi Kimeda | Mgmt | For | Against | Against | ||||
13 | Elect Hidemi Yamaguchi | Mgmt | For | For | For | ||||
Koninklijke DSM NV | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DSM | CINS N5017D122 | 01/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Merger of Equals with Firmenich International SA | Mgmt | For | For | For | ||||
7 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
8 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
10 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Lloyds Banking Group plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LLOY | CINS G5533W248 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Elect Cathy Turner | Mgmt | For | For | For | ||||
3 | Elect Scott Wheway | Mgmt | For | For | For | ||||
4 | Elect Robin F Budenberg | Mgmt | For | For | For | ||||
5 | Elect Charles Alan Nunn | Mgmt | For | For | For | ||||
6 | Elect William Chalmers | Mgmt | For | For | For | ||||
7 | Elect Alan Dickinson | Mgmt | For | For | For | ||||
8 | Elect Sarah C. Legg | Mgmt | For | For | For | ||||
9 | Elect Lord Lupton | Mgmt | For | For | For | ||||
10 | Elect Amanda Mackenzie | Mgmt | For | For | For | ||||
11 | Elect Harmeen Mehta | Mgmt | For | For | For | ||||
12 | Elect Catherine Woods | Mgmt | For | For | For | ||||
13 | Remuneration Policy | Mgmt | For | For | For | ||||
14 | Remuneration Report | Mgmt | For | For | For | ||||
15 | Final Dividend | Mgmt | For | For | For | ||||
16 | Appointment of Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
18 | Long-Term Incentive Plan | Mgmt | For | For | For | ||||
19 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
22 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
23 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
24 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | ||||
25 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
26 | Authority to Repurchase Preference Shares | Mgmt | For | For | For | ||||
27 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
London Stock Exchange Group plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LSEG | CINS G5689U103 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Remuneration Report | Mgmt | For | For | For | ||||
4 | Remuneration Policy | Mgmt | For | For | For | ||||
5 | Elect Dominic Blakemore | Mgmt | For | For | For | ||||
6 | Elect Martin Brand | Mgmt | For | For | For | ||||
7 | Elect Kathleen Traynor DeRose | Mgmt | For | For | For | ||||
8 | Elect Tsega Gebreyes | Mgmt | For | For | For | ||||
9 | Elect Cressida Hogg | Mgmt | For | For | For | ||||
10 | Elect Anna Manz | Mgmt | For | For | For | ||||
11 | Elect Val Rahmani | Mgmt | For | Against | Against | ||||
12 | Elect Don Robert | Mgmt | For | For | For | ||||
13 | Elect David A. Schwimmer | Mgmt | For | For | For | ||||
14 | Elect Douglas M. Steenland | Mgmt | For | For | For | ||||
15 | Elect Ashok Vaswani | Mgmt | For | For | For | ||||
16 | Elect Scott Guthrie | Mgmt | For | For | For | ||||
17 | Elect William Vereker | Mgmt | For | For | For | ||||
18 | Appointment of Auditor | Mgmt | For | For | For | ||||
19 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
22 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
23 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
24 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
25 | Authority to Repurchase Shares Off-Market | Mgmt | For | For | For | ||||
26 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Lonza Group AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LONN | CINS H50524133 | 05/05/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
4 | Compensation Report | Mgmt | For | TNA | N/A | ||||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
6 | Allocation of Dividends | Mgmt | For | TNA | N/A | ||||
7 | Elect Albert M. Baehny | Mgmt | For | TNA | N/A | ||||
8 | Elect Marion Helmes | Mgmt | For | TNA | N/A | ||||
9 | Elect Angelica Kohlmann | Mgmt | For | TNA | N/A | ||||
10 | Elect Christoph Mader | Mgmt | For | TNA | N/A | ||||
11 | Elect Roger Nitsch | Mgmt | For | TNA | N/A | ||||
12 | Elect Barbara M. Richmond | Mgmt | For | TNA | N/A | ||||
13 | Elect Jurgen B. Steinemann | Mgmt | For | TNA | N/A | ||||
14 | Elect Olivier Verscheure | Mgmt | For | TNA | N/A | ||||
15 | Appoint Albert M. Baehny as Board Chair | Mgmt | For | TNA | N/A | ||||
16 | Elect Angelica Kohlmann as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
17 | Elect Christoph Mader as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
18 | Elect Jurgen B. Steinemann as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
19 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
20 | Appointment of Auditor (FY 2024) | Mgmt | For | TNA | N/A | ||||
21 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
22 | Amendments to Articles (Corporate Purpose) | Mgmt | For | TNA | N/A | ||||
23 | Introduction of a Capital Band | Mgmt | For | TNA | N/A | ||||
24 | Amendments to Articles (Executive Compensation) | Mgmt | For | TNA | N/A | ||||
25 | Amendments to Articles (Other Changes) | Mgmt | For | TNA | N/A | ||||
26 | Board Compensation | Mgmt | For | TNA | N/A | ||||
27 | Executive Compensation (Short-Term) | Mgmt | For | TNA | N/A | ||||
28 | Executive Compensation (Long-Term) | Mgmt | For | TNA | N/A | ||||
29 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | ||||
30 | Executive Compensation (Fixed and Long-Term) | Mgmt | For | TNA | N/A | ||||
31 | Additional or Amended Shareholder Proposals | ShrHoldr | N/A | TNA | N/A | ||||
32 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
MTU Aero Engines AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MTX | CINS D5565H104 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Allocation of Dividends | Mgmt | For | For | For | ||||
6 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
7 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
8 | Appointment of Auditor | Mgmt | For | For | For | ||||
9 | Amendments to Articles (Virtual AGM) | Mgmt | For | For | For | ||||
10 | Amendments to Articles (Virtual AGM Participation of Supervisory Board Members) | Mgmt | For | Against | Against | ||||
11 | Elect Christine Bortenlanger | Mgmt | For | For | For | ||||
12 | Elect Marion A. Weissenberger-Eibl | Mgmt | For | For | For | ||||
13 | Elect Ute Wolf | Mgmt | For | For | For | ||||
14 | Remuneration Report | Mgmt | For | Against | Against | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Nestle SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NESN | CINS H57312649 | 04/20/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
4 | Compensation Report | Mgmt | For | TNA | N/A | ||||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
6 | Allocation of Dividends | Mgmt | For | TNA | N/A | ||||
7 | Elect Paul Bulcke | Mgmt | For | TNA | N/A | ||||
8 | Elect Mark Schneider | Mgmt | For | TNA | N/A | ||||
9 | Elect Henri de Castries | Mgmt | For | TNA | N/A | ||||
10 | Elect Renato Fassbind | Mgmt | For | TNA | N/A | ||||
11 | Elect Pablo Isla Alvarez de Tejera | Mgmt | For | TNA | N/A | ||||
12 | Elect Patrick Aebischer | Mgmt | For | TNA | N/A | ||||
13 | Elect Kimberly A. Ross | Mgmt | For | TNA | N/A | ||||
14 | Elect Dick Boer | Mgmt | For | TNA | N/A | ||||
15 | Elect Dinesh C. Paliwal | Mgmt | For | TNA | N/A | ||||
16 | Elect Hanne de Mora | Mgmt | For | TNA | N/A | ||||
17 | Elect Lindiwe Majele Sibanda | Mgmt | For | TNA | N/A | ||||
18 | Elect Chris Leong | Mgmt | For | TNA | N/A | ||||
19 | Elect Luca Maestri | Mgmt | For | TNA | N/A | ||||
20 | Elect Rainer M. Blair | Mgmt | For | TNA | N/A | ||||
21 | Elect Marie-Gabrielle Ineichen-Fleisch | Mgmt | For | TNA | N/A | ||||
22 | Elect Pablo Isla Alvarez de Tejera as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
23 | Elect Patrick Aebischer as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
24 | Elect Dick Boer as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
25 | Elect Dinesh C. Paliwal as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
26 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
27 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
28 | Board Compensation | Mgmt | For | TNA | N/A | ||||
29 | Executive Compensation | Mgmt | For | TNA | N/A | ||||
30 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | ||||
31 | Amendments to Articles (General Meeting) | Mgmt | For | TNA | N/A | ||||
32 | Amendments to Articles | Mgmt | For | TNA | N/A | ||||
33 | Additional or Amended Shareholder Proposals | ShrHoldr | N/A | TNA | N/A | ||||
Nexi SpA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NEXI | CINS T6S18J104 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports; Allocation of Profits | Mgmt | For | For | For | ||||
4 | Remuneration Policy | Mgmt | For | For | For | ||||
5 | Remuneration Report | Mgmt | For | For | For | ||||
6 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
7 | Ratification of Co-Option of Johannes Korp | Mgmt | For | For | For | ||||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Nordea Bank Abp | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NDAFI | CINS X5S8VL105 | 03/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
10 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
11 | Accounts and Reports | Mgmt | For | For | For | ||||
12 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
13 | Ratification of Board and CEO Acts | Mgmt | For | For | For | ||||
14 | Remuneration Report | Mgmt | For | For | For | ||||
15 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
16 | Directors' Fees | Mgmt | For | For | For | ||||
17 | Board Size | Mgmt | For | For | For | ||||
18 | Elect Stephen Hester | Mgmt | For | For | For | ||||
19 | Elect Petra van Hoeken | Mgmt | For | For | For | ||||
20 | Elect John Maltby | Mgmt | For | For | For | ||||
21 | Elect Lene Skole | Mgmt | For | For | For | ||||
22 | Elect Birger Steen | Mgmt | For | For | For | ||||
23 | Elect Jonas Synnergren | Mgmt | For | For | For | ||||
24 | Elect Arja Talma | Mgmt | For | For | For | ||||
25 | Elect Kjersti Wiklund | Mgmt | For | For | For | ||||
26 | Elect Risto Murto | Mgmt | For | For | For | ||||
27 | Elect Per Stromberg | Mgmt | For | For | For | ||||
28 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
29 | Appointment of Auditor | Mgmt | For | For | For | ||||
30 | Amendments to Articles | Mgmt | For | For | For | ||||
31 | Authority to Issue Contingent Convertible Securities w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
32 | Authority to Trade in Company Stock (repurchase) | Mgmt | For | For | For | ||||
33 | Authority to Trade in Company Stock (issuance) | Mgmt | For | For | For | ||||
34 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
35 | Issuance of Treasury Shares | Mgmt | For | For | For | ||||
36 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
Novartis AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NOVN | CINS H5820Q150 | 03/07/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
4 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | ||||
7 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | ||||
8 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | ||||
9 | Amendments to Articles (Virtual General Meetings) | Mgmt | For | TNA | N/A | ||||
10 | Amendments to Articles (Miscellaneous) | Mgmt | For | TNA | N/A | ||||
11 | Amendments to Articles (Alignment with Law) | Mgmt | For | TNA | N/A | ||||
12 | Board Compensation | Mgmt | For | TNA | N/A | ||||
13 | Executive Compensation | Mgmt | For | TNA | N/A | ||||
14 | Compensation Report | Mgmt | For | TNA | N/A | ||||
15 | Elect Jorg Reinhardt as Board Chair | Mgmt | For | TNA | N/A | ||||
16 | Elect Nancy C. Andrews | Mgmt | For | TNA | N/A | ||||
17 | Elect Ton Buchner | Mgmt | For | TNA | N/A | ||||
18 | Elect Patrice Bula | Mgmt | For | TNA | N/A | ||||
19 | Elect Elizabeth Doherty | Mgmt | For | TNA | N/A | ||||
20 | Elect Bridgette P. Heller | Mgmt | For | TNA | N/A | ||||
21 | Elect Daniel Hochstrasser | Mgmt | For | TNA | N/A | ||||
22 | Elect Frans van Houten | Mgmt | For | TNA | N/A | ||||
23 | Elect Simon Moroney | Mgmt | For | TNA | N/A | ||||
24 | Elect Ana de Pro Gonzalo | Mgmt | For | TNA | N/A | ||||
25 | Elect Charles L. Sawyers | Mgmt | For | TNA | N/A | ||||
26 | Elect William T. Winters | Mgmt | For | TNA | N/A | ||||
27 | Elect John D. Young | Mgmt | For | TNA | N/A | ||||
28 | Elect Patrice Bula as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
29 | Elect Bridgette P. Heller as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
30 | Elect Simon Moroney as Compensation Committee Chair | Mgmt | For | TNA | N/A | ||||
31 | Elect William T. Winters as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
32 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
33 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
34 | Transaction of Other Business | Mgmt | N/A | TNA | N/A | ||||
OTSUKA CORPORATION | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
4768 | CINS J6243L115 | 03/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Yuji Otsuka | Mgmt | For | For | For | ||||
4 | Elect Kazuyuki Katakura | Mgmt | For | For | For | ||||
5 | Elect Hironobu Tsurumi | Mgmt | For | For | For | ||||
6 | Elect Hironobu Saito | Mgmt | For | For | For | ||||
7 | Elect Minoru Sakurai | Mgmt | For | For | For | ||||
8 | Elect Jiro Makino | Mgmt | For | Against | Against | ||||
9 | Elect Tetsuo Saito | Mgmt | For | For | For | ||||
10 | Elect Makiko Hamabe Makiko Yasui | Mgmt | For | For | For | ||||
11 | Elect Tatsumi Murata as Statutory Auditor | Mgmt | For | Against | Against | ||||
12 | Retirement Allowances for Directors | Mgmt | For | For | For | ||||
Pernod Ricard SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RI | CINS F72027109 | 11/10/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Accounts and Reports; Non Tax Deductible Expenses | Mgmt | For | For | For | ||||
7 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
8 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
9 | Elect Patricia Barbizet | Mgmt | For | For | For | ||||
10 | Elect Ian Gallienne | Mgmt | For | For | For | ||||
11 | Appointment of Auditor (KPMG) | Mgmt | For | For | For | ||||
12 | Non-Renewal of Alternate Auditor (Salustro Reydel) | Mgmt | For | For | For | ||||
13 | 2021 Remuneration of Alexandre Ricard, Chair and CEO | Mgmt | For | For | For | ||||
14 | 2022 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | ||||
15 | 2021 Remuneration Report | Mgmt | For | For | For | ||||
16 | 2022 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
17 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
18 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
19 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Petershill Partners Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PHLL | CINS G52314104 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Appointment of Auditor | Mgmt | For | For | For | ||||
5 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
6 | Elect Naguib Kheraj | Mgmt | For | For | For | ||||
7 | Elect E. Barclay Simmons | Mgmt | For | For | For | ||||
8 | Elect Annemarie Durbin | Mgmt | For | For | For | ||||
9 | Elect Erica Handling | Mgmt | For | For | For | ||||
10 | Elect Mark Merson | Mgmt | For | For | For | ||||
11 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
12 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
13 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
14 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
15 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
16 | Reduction in Share Premium Account | Mgmt | For | For | For | ||||
Prudential plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PRU | CINS G72899100 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Remuneration Policy | Mgmt | For | For | For | ||||
4 | Elect Arijit Basu | Mgmt | For | For | For | ||||
5 | Elect Claudia Sussmuth Dyckerhoff | Mgmt | For | For | For | ||||
6 | Elect Anil Wadhwani | Mgmt | For | For | For | ||||
7 | Elect Shriti Vadera | Mgmt | For | For | For | ||||
8 | Elect Jeremy Anderson | Mgmt | For | For | For | ||||
9 | Elect CHUA Sock Koong | Mgmt | For | For | For | ||||
10 | Elect David Law | Mgmt | For | For | For | ||||
11 | Elect Ming Lu | Mgmt | For | For | For | ||||
12 | Elect George D. Sartorel | Mgmt | For | For | For | ||||
13 | Elect Jeanette Wong | Mgmt | For | For | For | ||||
14 | Elect Yok Tak Amy Yip | Mgmt | For | For | For | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
17 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
18 | Sharesave Plan | Mgmt | For | For | For | ||||
19 | Long-Term Incentive Plan | Mgmt | For | For | For | ||||
20 | International Savings-Related Share Option Scheme for Non-Employees | Mgmt | For | For | For | ||||
21 | Service Provider Sublimit (ISSOSNE) | Mgmt | For | For | For | ||||
22 | Agency Long-Term Incentive Plan | Mgmt | For | For | For | ||||
23 | Service Provider Sublimit (Agency LTIP) | Mgmt | For | For | For | ||||
24 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
25 | Authority to Issue Repurchased Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
26 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
27 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
28 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
29 | Adoption of New Articles | Mgmt | For | For | For | ||||
30 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
QIAGEN N.V. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
QGEN | CUSIP N72482123 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Opening | Mgmt | For | For | For | ||||
2 | Management Board Report | Mgmt | For | For | For | ||||
3 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
4 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
5 | Elect Metin Colpan | Mgmt | For | For | For | ||||
6 | Elect Toralf Haag | Mgmt | For | For | For | ||||
7 | Elect Ross L. Levine | Mgmt | For | For | For | ||||
8 | Elect Elaine Mardis | Mgmt | For | For | For | ||||
9 | Elect Eva Pisa | Mgmt | For | For | For | ||||
10 | Elect Lawrence A. Rosen | Mgmt | For | For | For | ||||
11 | Elect Stephen H. Rusckowski | Mgmt | For | For | For | ||||
12 | Elect Elizabeth E. Tallett | Mgmt | For | For | For | ||||
13 | Elect Thierry Bernard | Mgmt | For | For | For | ||||
14 | Elect Roland Sackers | Mgmt | For | For | For | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | Against | Against | ||||
17 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | ||||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
19 | Capitalisation of Reserves | Mgmt | For | For | For | ||||
20 | Cancellation of Fractional Shares | Mgmt | For | For | For | ||||
21 | Approval of the 2023 Stock Plan | Mgmt | For | For | For | ||||
RELX Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
REL | CINS G7493L105 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Policy | Mgmt | For | For | For | ||||
3 | Remuneration Report | Mgmt | For | For | For | ||||
4 | Final Dividend | Mgmt | For | For | For | ||||
5 | Appointment of Auditor | Mgmt | For | For | For | ||||
6 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
7 | Elect Alistair Cox | Mgmt | For | For | For | ||||
8 | Elect Paul A. Walker | Mgmt | For | For | For | ||||
9 | Elect June Felix | Mgmt | For | For | For | ||||
10 | Elect Erik Engstrom | Mgmt | For | For | For | ||||
11 | Elect Charlotte Hogg | Mgmt | For | For | For | ||||
12 | Elect Marike van Lier Lels | Mgmt | For | For | For | ||||
13 | Elect Nicholas Luff | Mgmt | For | For | For | ||||
14 | Elect Robert J. MacLeod | Mgmt | For | For | For | ||||
15 | Elect Andrew J. Sukawaty | Mgmt | For | For | For | ||||
16 | Elect Suzanne Wood | Mgmt | For | For | For | ||||
17 | Long-Term Incentive Plan | Mgmt | For | For | For | ||||
18 | Employee Incentive Plan | Mgmt | For | For | For | ||||
19 | Sharesave Plan | Mgmt | For | For | For | ||||
20 | Employee Share Purchase Plan | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
22 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
23 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
24 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
25 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Sap SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SAP | CUSIP 803054204 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Allocation of Dividends | Mgmt | For | For | For | ||||
2 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
3 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
4 | Remuneration Report | Mgmt | For | For | For | ||||
5 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
6 | Authority to Repurchase Shares Using Equity Derivatives | Mgmt | For | For | For | ||||
7 | Elect Jennifer Xin-Zhe Li | Mgmt | For | For | For | ||||
8 | Elect Qi Lu | Mgmt | For | For | For | ||||
9 | Elect Punit Renjen | Mgmt | For | For | For | ||||
10 | Management Board Remuneration Policy | Mgmt | For | For | For | ||||
11 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | ||||
12 | Amendments to Articles (Virtual Shareholder Meetings) | Mgmt | For | For | For | ||||
13 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | ||||
Schlumberger Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SLB | CUSIP 806857108 | 04/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Peter J. Coleman | Mgmt | For | For | For | ||||
2 | Elect Patrick de La Chevardière | Mgmt | For | For | For | ||||
3 | Elect Miguel M. Galuccio | Mgmt | For | Against | Against | ||||
4 | Elect Olivier Le Peuch | Mgmt | For | For | For | ||||
5 | Elect Samuel Georg Friedrich Leupold | Mgmt | For | For | For | ||||
6 | Elect Tatiana A. Mitrova | Mgmt | For | For | For | ||||
7 | Elect Maria Moræus Hanssen | Mgmt | For | For | For | ||||
8 | Elect Vanitha Narayanan | Mgmt | For | For | For | ||||
9 | Elect Mark G. Papa | Mgmt | For | Against | Against | ||||
10 | Elect Jeffrey W. Sheets | Mgmt | For | For | For | ||||
11 | Elect Ulrich Spiesshofer | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Accounts and Reports; Approval of Dividend | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
Schneider Electric SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SU | CINS F86921107 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
10 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
11 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
12 | 2022 Remuneration of Jean-Pascal Tricoire, Chair and CEO | Mgmt | For | Against | Against | ||||
13 | 2023 Remuneration Policy, Chair and CEO (Until May 3, 2023) | Mgmt | For | For | For | ||||
14 | 2023 Remuneration Policy, CEO (From May 4, 2023) | Mgmt | For | For | For | ||||
15 | 2023 Remuneration Policy, Chair (From May 4, 2023) | Mgmt | For | For | For | ||||
16 | 2023 Directors' Fees | Mgmt | For | For | For | ||||
17 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
18 | Elect Leo Apotheker | Mgmt | For | For | For | ||||
19 | Elect Gregory M. Spierkel | Mgmt | For | For | For | ||||
20 | Elect Lip-Bu Tan | Mgmt | For | For | For | ||||
21 | Elect Abhay Parasnis | Mgmt | For | For | For | ||||
22 | Elect Giulia Chierchia | Mgmt | For | For | For | ||||
23 | Opinion on Climate Strategy Strategy | Mgmt | For | For | For | ||||
24 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
25 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
26 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | ||||
27 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | ||||
28 | Greenshoe | Mgmt | For | For | For | ||||
29 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | ||||
30 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
31 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
32 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | ||||
33 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
34 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
35 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
36 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
SCSK Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
9719 | CINS J70081104 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Amendments to Articles | Mgmt | For | For | For | ||||
3 | Elect Hideki Yamano | Mgmt | For | For | For | ||||
4 | Elect Takaaki Toma | Mgmt | For | For | For | ||||
5 | Elect Tetsuya Fukunaga | Mgmt | For | For | For | ||||
6 | Elect Tsutomu Ozaki | Mgmt | For | For | For | ||||
7 | Elect Masaki Nakajima | Mgmt | For | For | For | ||||
8 | Elect Tetsuya Kubo | Mgmt | For | For | For | ||||
9 | Elect Hiromichi Jitsuno | Mgmt | For | Against | Against | ||||
10 | Elect Hidetaka Matsuishi | Mgmt | For | For | For | ||||
11 | Elect Yumiko Waseda | Mgmt | For | For | For | ||||
Shell Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SHEL | CINS G80827101 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Remuneration Policy | Mgmt | For | For | For | ||||
4 | Remuneration Report | Mgmt | For | For | For | ||||
5 | Elect Wael Sawan | Mgmt | For | For | For | ||||
6 | Elect Cyrus Taraporevala | Mgmt | For | For | For | ||||
7 | Elect Sir Charles Roxburgh | Mgmt | For | For | For | ||||
8 | Elect Leena Srivastava | Mgmt | For | For | For | ||||
9 | Elect Sinead Gorman | Mgmt | For | For | For | ||||
10 | Elect Dick Boer | Mgmt | For | For | For | ||||
11 | Elect Neil A.P. Carson | Mgmt | For | For | For | ||||
12 | Elect Ann F. Godbehere | Mgmt | For | For | For | ||||
13 | Elect Jane Holl Lute | Mgmt | For | For | For | ||||
14 | Elect Catherine J. Hughes | Mgmt | For | For | For | ||||
15 | Elect Sir Andrew Mackenzie | Mgmt | For | For | For | ||||
16 | Elect Abraham Schot | Mgmt | For | For | For | ||||
17 | Appointment of Auditor | Mgmt | For | For | For | ||||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares (Off-Market) | Mgmt | For | For | For | ||||
23 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
24 | Adoption of New Articles | Mgmt | For | For | For | ||||
25 | Performance Share Plan | Mgmt | For | For | For | ||||
26 | Approval of Energy Transition Progress | Mgmt | For | For | For | ||||
27 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Shenzhou International Group Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2313 | CINS G8087W101 | 05/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect HUANG Guanlin | Mgmt | For | For | For | ||||
6 | Elect WANG Cunbo | Mgmt | For | For | For | ||||
7 | Elect ZHANG Bingsheng | Mgmt | For | For | For | ||||
8 | Directors' Fees | Mgmt | For | For | For | ||||
9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
11 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
12 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | ||||
13 | Amendments to Articles | Mgmt | For | Against | Against | ||||
SIG Group AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SIGN | CINS H76406117 | 04/20/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
3 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
4 | Allocation of Profits/ Dividends | Mgmt | For | TNA | N/A | ||||
5 | Allocation of Dividends from Reserves | Mgmt | For | TNA | N/A | ||||
6 | Compensation Report | Mgmt | For | TNA | N/A | ||||
7 | Board Compensation | Mgmt | For | TNA | N/A | ||||
8 | Executive Compensation | Mgmt | For | TNA | N/A | ||||
9 | Elect Andreas Umbach | Mgmt | For | TNA | N/A | ||||
10 | Elect Werner J. Bauer | Mgmt | For | TNA | N/A | ||||
11 | Elect Wah-Hui Chu | Mgmt | For | TNA | N/A | ||||
12 | Elect Mariel Hoch | Mgmt | For | TNA | N/A | ||||
13 | Elect Laurens Last | Mgmt | For | TNA | N/A | ||||
14 | Elect Abdallah Al Obeikan | Mgmt | For | TNA | N/A | ||||
15 | Elect Martine Snels | Mgmt | For | TNA | N/A | ||||
16 | Elect Matthias Wahren | Mgmt | For | TNA | N/A | ||||
17 | Elect Florence Jeantet | Mgmt | For | TNA | N/A | ||||
18 | Elect Andreas Umbach as Board Chair | Mgmt | For | TNA | N/A | ||||
19 | Elect Wah-Hui Chu as Compensation Committee Members | Mgmt | For | TNA | N/A | ||||
20 | Elect Mariel Hoch Compensation Committee Members | Mgmt | For | TNA | N/A | ||||
21 | Elect Matthias Wahren Compensation Committee Members | Mgmt | For | TNA | N/A | ||||
22 | Approval of a Capital Band | Mgmt | For | TNA | N/A | ||||
23 | Amendments to Articles (Corporate Purpose) | Mgmt | For | TNA | N/A | ||||
24 | Amendments to Articles (Virtual Meeting) | Mgmt | For | TNA | N/A | ||||
25 | Amendments to Articles (General Meeting) | Mgmt | For | TNA | N/A | ||||
26 | Amendments to Articles (Miscellaneous) | Mgmt | For | TNA | N/A | ||||
27 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
28 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
29 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
SMC Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6273 | CINS J75734103 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Yoshiki Takada | Mgmt | For | For | For | ||||
4 | Elect Yoshitada Doi | Mgmt | For | For | For | ||||
5 | Elect Toshio Isoe | Mgmt | For | For | For | ||||
6 | Elect Masahiro Ota | Mgmt | For | For | For | ||||
7 | Elect Susumu Maruyama | Mgmt | For | For | For | ||||
8 | Elect Samuel Neff | Mgmt | For | For | For | ||||
9 | Elect Koji Ogura | Mgmt | For | For | For | ||||
10 | Elect Kelley Stacy | Mgmt | For | For | For | ||||
11 | Elect Masanobu Kaizu | Mgmt | For | For | For | ||||
12 | Elect Toshiharu Kagawa | Mgmt | For | For | For | ||||
13 | Elect Yoshiko Iwata | Mgmt | For | For | For | ||||
14 | Elect Kyoichi Miyazaki | Mgmt | For | For | For | ||||
15 | Elect Takemasa Chiba | Mgmt | For | For | For | ||||
16 | Elect Arata Toyoshi | Mgmt | For | For | For | ||||
17 | Elect Haruya Uchikawa | Mgmt | For | For | For | ||||
18 | Appointment of Auditor | Mgmt | For | For | For | ||||
19 | Amendment to the Trust Type Equity Plans | Mgmt | For | For | For | ||||
Smith & Nephew plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SN. | CINS G82343164 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Policy | Mgmt | For | For | For | ||||
3 | Remuneration Report | Mgmt | For | For | For | ||||
4 | Final Dividend | Mgmt | For | For | For | ||||
5 | Elect Rupert Soames | Mgmt | For | For | For | ||||
6 | Elect Erik Engstrom | Mgmt | For | For | For | ||||
7 | Elect Jo Hallas | Mgmt | For | For | For | ||||
8 | Elect John Ma | Mgmt | For | For | For | ||||
9 | Elect Katarzyna Mazur-Hofsaess | Mgmt | For | For | For | ||||
10 | Elect Rick Medlock | Mgmt | For | For | For | ||||
11 | Elect Deepak Nath | Mgmt | For | For | For | ||||
12 | Elect Anne-Francoise Nesmes | Mgmt | For | For | For | ||||
13 | Elect Marc Owen | Mgmt | For | For | For | ||||
14 | Elect Roberto Quarta | Mgmt | For | For | For | ||||
15 | Elect Angie Risley | Mgmt | For | For | For | ||||
16 | Elect Bob White | Mgmt | For | For | For | ||||
17 | Appointment of Auditor | Mgmt | For | For | For | ||||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Smurfit Kappa Group Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SKG | CINS G8248F104 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Remuneration Report | Mgmt | For | Against | Against | ||||
4 | Final Dividend | Mgmt | For | For | For | ||||
5 | Elect Mary Lynn Ferguson-McHugh | Mgmt | For | For | For | ||||
6 | Elect Irial Finan | Mgmt | For | For | For | ||||
7 | Elect Anthony Smurfit | Mgmt | For | For | For | ||||
8 | Elect Ken Bowles | Mgmt | For | For | For | ||||
9 | Elect Anne Anderson | Mgmt | For | For | For | ||||
10 | Elect Frits Beurskens | Mgmt | For | For | For | ||||
11 | Elect Carol Fairweather | Mgmt | For | For | For | ||||
12 | Elect Kaisa Hietala | Mgmt | For | For | For | ||||
13 | Elect James A. Lawrence | Mgmt | For | For | For | ||||
14 | Elect Lourdes Melgar | Mgmt | For | For | For | ||||
15 | Elect Jorgen Buhl Rasmussen | Mgmt | For | For | For | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
21 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Sony Group Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6758 | CINS J76379106 | 06/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Kenichiro Yoshida | Mgmt | For | For | For | ||||
3 | Elect Hiroki Totoki | Mgmt | For | For | For | ||||
4 | Elect Yoshihiko Hatanaka | Mgmt | For | For | For | ||||
5 | Elect Toshiko Oka | Mgmt | For | For | For | ||||
6 | Elect Sakie Akiyama | Mgmt | For | For | For | ||||
7 | Elect Wendy Becker | Mgmt | For | For | For | ||||
8 | Elect Keiko Kishigami | Mgmt | For | For | For | ||||
9 | Elect Joseph A. Kraft Jr. | Mgmt | For | For | For | ||||
10 | Elect Neil Hunt | Mgmt | For | For | For | ||||
11 | Elect William Morrow | Mgmt | For | For | For | ||||
12 | Equity Compensation Plan | Mgmt | For | For | For | ||||
TechnoPro Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6028 | CINS J82251109 | 09/29/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Yasuji Nishio | Mgmt | For | For | For | ||||
5 | Elect Takeshi Yagi | Mgmt | For | For | For | ||||
6 | Elect Gaku Shimaoka | Mgmt | For | For | For | ||||
7 | Elect Koichiro Asai | Mgmt | For | For | For | ||||
8 | Elect Toshihiro Hagiwara | Mgmt | For | For | For | ||||
9 | Elect Tsunehiro Watabe | Mgmt | For | For | For | ||||
10 | Elect Kazuhiko Yamada | Mgmt | For | For | For | ||||
11 | Elect Harumi Sakamoto | Mgmt | For | For | For | ||||
12 | Elect Shoko Takase | Mgmt | For | For | For | ||||
13 | Elect Hitoshi Madarame | Mgmt | For | For | For | ||||
14 | Elect Mitsutoshi Takao | Mgmt | For | For | For | ||||
15 | Elect Rumiko Tanabe | Mgmt | For | For | For | ||||
16 | Elect Yoshio Kitaarai as Alternate Audit Committee Director | Mgmt | For | For | For | ||||
17 | Non-Audit Committee Directors' Fees | Mgmt | For | For | For | ||||
18 | Audit Committee Directors' Fees | Mgmt | For | For | For | ||||
19 | Amendment to Performance-linked Restricted Stock Plan | Mgmt | For | For | For | ||||
Techtronic Industries Co Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
669 | CINS Y8563B159 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Elect Horst Julius PUDWILL | Mgmt | For | Against | Against | ||||
6 | Elect Joseph Galli Jr. | Mgmt | For | For | For | ||||
7 | Elect Frank CHAN Chi Chung | Mgmt | For | Against | Against | ||||
8 | Elect Robert Hinman Getz | Mgmt | For | For | For | ||||
9 | Directors' Fees | Mgmt | For | For | For | ||||
10 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
11 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
12 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
13 | Amendment to the Share Award Scheme | Mgmt | For | Against | Against | ||||
14 | Amendment to the Share Option Scheme | Mgmt | For | Against | Against | ||||
Teleperformance | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TEP | CINS F9120F106 | 04/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Accounts and Reports | Mgmt | For | For | For | ||||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
10 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
11 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
12 | 2022 Remuneration of Daniel Julien, Chair and CEO | Mgmt | For | Against | Against | ||||
13 | 2022 Remuneration of Olivier Rigaudy, Deputy CEO | Mgmt | For | Against | Against | ||||
14 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
15 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | Against | Against | ||||
16 | 2023 Remuneration Policy (Deputy CEO) | Mgmt | For | Against | Against | ||||
17 | Elect Christobel E. Selecky | Mgmt | For | For | For | ||||
18 | Elect Angela Maria Sierra-Moreno | Mgmt | For | For | For | ||||
19 | Elect Jean Guez | Mgmt | For | For | For | ||||
20 | Elect Varun Bery | Mgmt | For | For | For | ||||
21 | Elect Bhupender Singh | Mgmt | For | For | For | ||||
22 | Appointment of Auditor (PricewaterhouseCoopers) | Mgmt | For | For | For | ||||
23 | Appointment of Auditor (Deloitte) | Mgmt | For | For | For | ||||
24 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
25 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
26 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
27 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | ||||
28 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Terumo Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
4543 | CINS J83173104 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Toshiaki Takagi | Mgmt | For | For | For | ||||
5 | Elect Shinjiro Sato | Mgmt | For | For | For | ||||
6 | Elect Shoji Hatano | Mgmt | For | For | For | ||||
7 | Elect Kazunori Hirose | Mgmt | For | For | For | ||||
8 | Elect Norimasa Kunimoto | Mgmt | For | For | For | ||||
9 | Elect Yukiko Kuroda Yukiko Matsumoto | Mgmt | For | For | For | ||||
10 | Elect Hidenori Nishi | Mgmt | For | For | For | ||||
11 | Elect Keiya Ozawa | Mgmt | For | For | For | ||||
12 | Elect Takanori Shibazaki | Mgmt | For | Against | Against | ||||
13 | Elect Masaichi Nakamura | Mgmt | For | For | For | ||||
14 | Elect Soichiro Uno | Mgmt | For | For | For | ||||
15 | Elect Koichi Sakaguchi as Alternate Audit Committee Director | Mgmt | For | For | For | ||||
The Toronto-Dominion Bank | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TD | CUSIP 891160509 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Cherie L. Brant | Mgmt | For | For | For | ||||
1.2 | Elect Amy W. Brinkley | Mgmt | For | For | For | ||||
1.3 | Elect Brian C. Ferguson | Mgmt | For | For | For | ||||
1.4 | Elect Colleen A. Goggins | Mgmt | For | For | For | ||||
1.5 | Elect David E. Kepler | Mgmt | For | For | For | ||||
1.6 | Elect Brian M. Levitt | Mgmt | For | For | For | ||||
1.7 | Elect Alan N. MacGibbon | Mgmt | For | For | For | ||||
1.8 | Elect Karen E. Maidment | Mgmt | For | For | For | ||||
1.9 | Elect Bharat B. Masrani | Mgmt | For | For | For | ||||
1.10 | Elect Claude Mongeau | Mgmt | For | For | For | ||||
1.11 | Elect S. Jane Rowe | Mgmt | For | For | For | ||||
1.12 | Elect Nancy G. Tower | Mgmt | For | For | For | ||||
1.13 | Elect Ajay K. Virmani | Mgmt | For | For | For | ||||
1.14 | Elect Mary A. Winston | Mgmt | For | For | For | ||||
2 | Appointment of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Shareholder Proposal Regarding Financialization of Housing | ShrHoldr | Against | Against | For | ||||
5 | Shareholder Proposal Regarding TCFD Reporting for Pollution Asset Privatization Transactions | ShrHoldr | Against | Against | For | ||||
6 | Shareholder Proposal Regarding Say on Climate | ShrHoldr | Against | Against | For | ||||
7 | Shareholder Proposal Regarding Financing of the Canadian Oil and Gas Sector | ShrHoldr | Against | Against | For | ||||
8 | Shareholder Proposal Regarding Pay Ratio Disclosure | ShrHoldr | Against | Against | For | ||||
9 | Shareholder Proposal Regarding Transition Plan Disclosure for Financing Activities | ShrHoldr | Against | Against | For | ||||
Tokyo Electron Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
8035 | CINS J86957115 | 06/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Toshiki Kawai | Mgmt | For | For | For | ||||
3 | Elect Sadao Sasaki | Mgmt | For | For | For | ||||
4 | Elect Yoshikazu Nunokawa | Mgmt | For | For | For | ||||
5 | Elect Michio Sasaki | Mgmt | For | For | For | ||||
6 | Elect Makiko Eda | Mgmt | For | For | For | ||||
7 | Elect Sachiko Ichikawa | Mgmt | For | For | For | ||||
8 | Elect Kazushi Tahara | Mgmt | For | For | For | ||||
9 | Elect Yutaka Nanasawa | Mgmt | For | For | For | ||||
10 | Bonus | Mgmt | For | For | For | ||||
11 | Equity Compensation Plan for Inside directors | Mgmt | For | For | For | ||||
12 | Equity Compensation Plan for Executive Officers | Mgmt | For | For | For | ||||
TotalEnergies SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TTE | CINS F92124100 | 05/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
8 | Accounts and Reports | Mgmt | For | For | For | ||||
9 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
10 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
11 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
12 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
13 | Elect Marie-Christine Coisne-Roquette | Mgmt | For | For | For | ||||
14 | Elect Mark Cutifani | Mgmt | For | For | For | ||||
15 | Elect Dierk Paskert | Mgmt | For | For | For | ||||
16 | Elect Anelise Lara | Mgmt | For | For | For | ||||
17 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
18 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
19 | 2022 Remuneration of Patrick Pouyanne, Chair and CEO | Mgmt | For | For | For | ||||
20 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | ||||
21 | Opinion on 2023 Sustainability and Climate Progress Report | Mgmt | For | For | For | ||||
22 | Authority to Issue Performance Shares | Mgmt | For | For | For | ||||
23 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
24 | Amendments to Articles Regarding the Suppression of Double Voting Rights | Mgmt | For | For | For | ||||
25 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | ||||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Unilever plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ULVR | CINS G92087165 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | Against | Against | ||||
3 | Elect Nils Andersen | Mgmt | For | For | For | ||||
4 | Elect Judith Hartmann | Mgmt | For | For | For | ||||
5 | Elect Adrian Hennah | Mgmt | For | For | For | ||||
6 | Elect Alan Jope | Mgmt | For | For | For | ||||
7 | Elect Andrea Jung | Mgmt | For | For | For | ||||
8 | Elect Susan Kilsby | Mgmt | For | For | For | ||||
9 | Elect Ruby Lu | Mgmt | For | For | For | ||||
10 | Elect Strive T. Masiyiwa | Mgmt | For | For | For | ||||
11 | Elect Youngme E. Moon | Mgmt | For | For | For | ||||
12 | Elect Graeme D. Pitkethly | Mgmt | For | For | For | ||||
13 | Elect Feike Sijbesma | Mgmt | For | For | For | ||||
14 | Elect Nelson Peltz | Mgmt | For | For | For | ||||
15 | Elect Hein Schumacher | Mgmt | For | For | For | ||||
16 | Appointment of Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Fund Name : Neuberger Berman International Small Cap Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Accelleron Industries AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ACLN | CINS H0029X106 | 05/09/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
3 | Compensation Report | Mgmt | For | TNA | N/A | ||||
4 | Allocation of Dividends | Mgmt | For | TNA | N/A | ||||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
6 | Elect Oliver Riemenschneider as Board Chair | Mgmt | For | TNA | N/A | ||||
7 | Elect Bo Cerup-Simonsen | Mgmt | For | TNA | N/A | ||||
8 | Elect Monika Krusi | Mgmt | For | TNA | N/A | ||||
9 | Elect Stefano Pampalone | Mgmt | For | TNA | N/A | ||||
10 | Elect Gabriele Sons | Mgmt | For | TNA | N/A | ||||
11 | Elect Detlef Trefzger | Mgmt | For | TNA | N/A | ||||
12 | Elect Bo Cerup-Simonsen as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
13 | Elect Monika Krusi as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
14 | Elect Gabriele Sons as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
15 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
16 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
17 | Board Compensation | Mgmt | For | TNA | N/A | ||||
18 | Executive Compensation | Mgmt | For | TNA | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
AEON DELIGHT CO.,LTD. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
9787 | CINS J0036F104 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Kazumasa Hamada | Mgmt | For | For | For | ||||
3 | Elect Goro Miyamae | Mgmt | For | For | For | ||||
4 | Elect Tetsuya Akutsu | Mgmt | For | For | For | ||||
5 | Elect Hiroyuki Watanabe | Mgmt | For | For | For | ||||
6 | Elect Yoshiaki Hompo | Mgmt | For | For | For | ||||
7 | Elect Keiji Yoshikawa | Mgmt | For | For | For | ||||
8 | Elect Asako Takada | Mgmt | For | For | For | ||||
9 | Elect Toshio Shimada | Mgmt | For | For | For | ||||
10 | Elect Takafumi Fujimoto as Statutory Auditor | Mgmt | For | Against | Against | ||||
Aker Horizons ASA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AKH | CINS R0166C104 | 04/21/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | ||||
6 | Election of Presiding Chair; Minutes | Mgmt | For | TNA | N/A | ||||
7 | Agenda | Mgmt | For | TNA | N/A | ||||
8 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
9 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | ||||
10 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | ||||
11 | Remuneration Report | Mgmt | For | TNA | N/A | ||||
12 | Directors' Fees | Mgmt | For | TNA | N/A | ||||
13 | Nomination Committee Fees | Mgmt | For | TNA | N/A | ||||
14 | Election of Directors | Mgmt | For | TNA | N/A | ||||
15 | Appointment of Nomination Committee | Mgmt | For | TNA | N/A | ||||
16 | Amendment to nomination committee guidelines | Mgmt | For | TNA | N/A | ||||
17 | Amendments to Articles | Mgmt | For | TNA | N/A | ||||
18 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | TNA | N/A | ||||
19 | Authority to Repurchase Shares (M&A) | Mgmt | For | TNA | N/A | ||||
20 | Authority to Repurchase Shares (Incentive Programs) | Mgmt | For | TNA | N/A | ||||
21 | Authority to Repurchase Shares for Cancelation | Mgmt | For | TNA | N/A | ||||
22 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
23 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
24 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
25 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
Aker Solutions ASA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AKSO | CINS R0138P118 | 04/13/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
6 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | ||||
7 | Agenda | Mgmt | For | TNA | N/A | ||||
8 | Minutes | Mgmt | For | TNA | N/A | ||||
9 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | ||||
10 | Accounts and Reports; Allocation of Profits and Dividends | Mgmt | For | TNA | N/A | ||||
11 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | ||||
12 | Remuneration Report | Mgmt | For | TNA | N/A | ||||
13 | Directors' Fees | Mgmt | For | TNA | N/A | ||||
14 | Nomination Committee Fees | Mgmt | For | TNA | N/A | ||||
15 | Election of Directors | Mgmt | For | TNA | N/A | ||||
16 | Appointment of Nomination Committee | Mgmt | For | TNA | N/A | ||||
17 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | ||||
18 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | ||||
19 | Authority to Repurchase Shares Pursuant to LTIP | Mgmt | For | TNA | N/A | ||||
20 | Authority to Repurchase Shares for Cancellation | Mgmt | For | TNA | N/A | ||||
21 | Amendments to Articles | Mgmt | For | TNA | N/A | ||||
22 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
23 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
24 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
Aktieselskabet Schouw & Co. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SCHO | CINS K86111166 | 04/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Accounts and Reports; Ratification of Board and Management Acts | Mgmt | For | For | For | ||||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
8 | Remuneration Report | Mgmt | For | For | For | ||||
9 | Directors Fees | Mgmt | For | For | For | ||||
10 | Amendments to Articles (Director Terms) | Mgmt | For | For | For | ||||
11 | Elect Kjeld Johannesen to the Board of Directors | Mgmt | For | For | For | ||||
12 | Appointment of Auditor | Mgmt | For | For | For | ||||
13 | Authorization of Legal Formalities | Mgmt | For | For | For | ||||
14 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Amano Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6436 | CINS J01302108 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Hiroyuki Tsuda | Mgmt | For | For | For | ||||
5 | Elect Manabu Yamazaki | Mgmt | For | For | For | ||||
6 | Elect Kunihiro Ihara | Mgmt | For | For | For | ||||
7 | Elect Yoshihiko Hata | Mgmt | For | For | For | ||||
8 | Elect Fujinori Tazo | Mgmt | For | For | For | ||||
9 | Elect Kiyoshi Kawashima | Mgmt | For | For | For | ||||
10 | Elect Michinobu Omori | Mgmt | For | For | For | ||||
11 | Elect Sumie Watanabe | Mgmt | For | For | For | ||||
12 | Elect Hanae Nakaya as Statutory Auditor | Mgmt | For | For | For | ||||
13 | Elect Motoki Shinta as Alternate Statutory Auditor | Mgmt | For | For | For | ||||
14 | Amendment to the Performance-linked Equity Compensation Plan | Mgmt | For | For | For | ||||
Applus Services | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APPS | CINS E0534T106 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Report on Non-Financial Information | Mgmt | For | For | For | ||||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
6 | Ratification of Board Acts | Mgmt | For | For | For | ||||
7 | Appointment of Auditor | Mgmt | For | For | For | ||||
8 | Appointment of Auditor (2024-2026 Term) | Mgmt | For | For | For | ||||
9 | Elect Joan Amigo i Casas | Mgmt | For | For | For | ||||
10 | Elect Essimari Kairisto | Mgmt | For | For | For | ||||
11 | Elect Maria Jose Esteruelas Aguirre | Mgmt | For | For | For | ||||
12 | Remuneration Report | Mgmt | For | For | For | ||||
13 | Amendment to Remuneration Policy | Mgmt | For | For | For | ||||
14 | Authority to Cancel Treasury Shares and Reduce Capital | Mgmt | For | For | For | ||||
15 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
16 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
ARB Corporation Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ARB | CINS Q0463W135 | 10/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Re-elect Robert D. Fraser | Mgmt | For | Against | Against | ||||
4 | Re-elect Adrian R. Fitzpatrick | Mgmt | For | For | For | ||||
5 | Elect Shona Fitzpatrick | Mgmt | For | For | For | ||||
6 | Amendment to Constitution (Number of Directors) | Mgmt | For | For | For | ||||
7 | Approve Increase in NEDs' Fee Cap | Mgmt | For | For | For | ||||
8 | Adopt New Constitution | Mgmt | For | For | For | ||||
ARIAKE JAPAN Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2815 | CINS J01964105 | 06/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Tomoki Tagawa | Mgmt | For | For | For | ||||
4 | Elect Naoki Shirakawa | Mgmt | For | Against | Against | ||||
5 | Elect Katsutoshi Iwaki | Mgmt | For | Against | Against | ||||
6 | Elect Koichi Matsumoto | Mgmt | For | For | For | ||||
7 | Elect Koji Iwaki | Mgmt | For | For | For | ||||
8 | Elect Masahiko Kameoka | Mgmt | For | For | For | ||||
9 | Elect Takahiko Sasaki | Mgmt | For | Against | Against | ||||
10 | Elect Morihiro Kimura | Mgmt | For | Against | Against | ||||
11 | Elect Takeyoshi Ono | Mgmt | For | Against | Against | ||||
12 | Elect Toru Nishiki | Mgmt | For | For | For | ||||
13 | Bonus | Mgmt | For | Against | Against | ||||
AS ONE CORPORATION | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
7476 | CINS J0332U102 | 06/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Takuji Iuchi | Mgmt | For | For | For | ||||
3 | Elect Kazuhito Yamada | Mgmt | For | For | For | ||||
4 | Elect Keisuke Nishikawa | Mgmt | For | For | For | ||||
5 | Elect Toshiki Hara | Mgmt | For | For | For | ||||
6 | Elect Kazuhiko Odaki | Mgmt | For | For | For | ||||
7 | Elect Yumie Endo | Mgmt | For | For | For | ||||
8 | Elect Kazutaka Suzuki | Mgmt | For | For | For | ||||
9 | Elect Hideaki Mihara | Mgmt | For | For | For | ||||
10 | Elect Michiko Kanai | Mgmt | For | For | For | ||||
11 | Elect Takeo Morisawa as Alternate Audit Committee Director | Mgmt | For | For | For | ||||
Azbil Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6845 | CINS J0370G106 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Hirozumi Sone | Mgmt | For | For | For | ||||
4 | Elect Kiyohiro Yamamoto | Mgmt | For | For | For | ||||
5 | Elect Takayuki Yokota | Mgmt | For | For | For | ||||
6 | Elect Hisaya Katsuta | Mgmt | For | For | For | ||||
7 | Elect Takeshi Itoh | Mgmt | For | For | For | ||||
8 | Elect Waka Fujiso | Mgmt | For | For | For | ||||
9 | Elect Mitsuhiro Nagahama | Mgmt | For | For | For | ||||
10 | Elect Anne Ka Tse Hung | Mgmt | For | For | For | ||||
11 | Elect Minoru Sakuma | Mgmt | For | For | For | ||||
12 | Elect Fumitoshi Sato | Mgmt | For | For | For | ||||
13 | Elect Shigeaki Yoshikawa | Mgmt | For | For | For | ||||
14 | Elect Tomoyasu Miura | Mgmt | For | For | For | ||||
Befesa S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BFSA | CINS L0R30V103 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
3 | Approval of Consolidated Financial Statements | Mgmt | For | For | For | ||||
4 | Approval of Standalone Financial Statements | Mgmt | For | For | For | ||||
5 | Allocation of Dividends | Mgmt | For | For | For | ||||
6 | Ratification of Board Acts | Mgmt | For | For | For | ||||
7 | Non-Executive Directors' Fees | Mgmt | For | For | For | ||||
8 | Management Board Remuneration Policy | Mgmt | For | For | For | ||||
9 | Remuneration Report | Mgmt | For | Against | Against | ||||
10 | Appointment of Auditor | Mgmt | For | For | For | ||||
11 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Believe S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BLV | CINS F1R34G149 | 06/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Accounts and Reports | Mgmt | For | For | For | ||||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
9 | Allocation of Losses | Mgmt | For | For | For | ||||
10 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
11 | Remuneration Report | Mgmt | For | For | For | ||||
12 | 2022 Remuneration of Denis Ladegaillerie, Chair and CEO | Mgmt | For | For | For | ||||
13 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | ||||
14 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
15 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
16 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | ||||
17 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
BELIMO Holding AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BEAN | CINS H07171129 | 03/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Allocation of Dividends | Mgmt | For | For | For | ||||
4 | Compensation Report | Mgmt | For | For | For | ||||
5 | Ratification of Board and Management Acts | Mgmt | For | For | For | ||||
6 | Board Compensation | Mgmt | For | For | For | ||||
7 | Executive Compensation | Mgmt | For | For | For | ||||
8 | Elect Adrian Altenburger | Mgmt | For | For | For | ||||
9 | Elect Patrick Burkhalter | Mgmt | For | For | For | ||||
10 | Elect Sandra Emme | Mgmt | For | For | For | ||||
11 | Elect Urban Linsi | Mgmt | For | For | For | ||||
12 | Elect Stefan Ranstrand | Mgmt | For | For | For | ||||
13 | Elect Martin Zwyssig | Mgmt | For | For | For | ||||
14 | Elect Ines Poschel | Mgmt | For | For | For | ||||
15 | Appoint Patrick Burkhalter as Board Chair | Mgmt | For | For | For | ||||
16 | Appoint Martin Zwyssig as Vice Chair | Mgmt | For | For | For | ||||
17 | Elect Sandra Emme as Compensation and Nominating Committee Member | Mgmt | For | For | For | ||||
18 | Elect Urban Linsi as Compensation and Nominating Committee Member | Mgmt | For | For | For | ||||
19 | Elect Stefan Ranstrand as Compensation and Nominating Committee Member | Mgmt | For | For | For | ||||
20 | Elect Ines Poschel as Compensation and Nominating Committee Member | Mgmt | For | For | For | ||||
21 | Appointment of Independent Proxy | Mgmt | For | For | For | ||||
22 | Appointment of Auditor | Mgmt | For | For | For | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
BFF Bank S.p.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BFF | CINS T1R288116 | 04/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Remuneration Policy | Mgmt | For | Against | Against | ||||
6 | Severance Agreements | Mgmt | For | Against | Against | ||||
7 | Remuneration Report | Mgmt | For | Against | Against | ||||
8 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
9 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
10 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Bic | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BB | CINS F10080103 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
10 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
11 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
12 | Elect Candace Matthews | Mgmt | For | For | For | ||||
13 | Elect Jacob Schwartz | Mgmt | For | For | For | ||||
14 | Elect Timothee Bich | Mgmt | For | For | For | ||||
15 | Elect Veronique Laury | Mgmt | For | For | For | ||||
16 | Elect Carole Callebaut Piwnica | Mgmt | For | For | For | ||||
17 | Appointment of Auditor (Ernst & Young) | Mgmt | For | For | For | ||||
18 | Non-Renewal of Alternate Auditor (BEAS) | Mgmt | For | For | For | ||||
19 | Appointment of Auditor (Grant Thornton) | Mgmt | For | For | For | ||||
20 | Non-Renewal of Alternate Auditor (IGEC) | Mgmt | For | For | For | ||||
21 | 2022 Remuneration Report | Mgmt | For | Against | Against | ||||
22 | 2022 Remuneration of Gonzalve Bich, CEO | Mgmt | For | Against | Against | ||||
23 | 2023 Remuneration Policy (Executives) | Mgmt | For | Against | Against | ||||
24 | 2022 Remuneration of John Glen, Chair (Until May 18, 2022) | Mgmt | For | For | For | ||||
25 | 2022 Remuneration of Nikos Koumettis, Chair (from May 18, 2022) | Mgmt | For | For | For | ||||
26 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | ||||
27 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
28 | 2023 Directors' Fees | Mgmt | For | For | For | ||||
29 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
30 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
31 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | ||||
32 | Global Ceiling on Capital Increases | Mgmt | For | For | For | ||||
33 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
34 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
35 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Biffa Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BIFF | CINS G1R62B102 | 09/23/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Remuneration Report | Mgmt | For | For | For | ||||
4 | Elect Linda Morant | Mgmt | For | For | For | ||||
5 | Elect Carol Chesney | Mgmt | For | For | For | ||||
6 | Elect Ken Lever | Mgmt | For | For | For | ||||
7 | Elect David Martin | Mgmt | For | For | For | ||||
8 | Elect Claire Miles | Mgmt | For | For | For | ||||
9 | Elect Richard Pike | Mgmt | For | For | For | ||||
10 | Elect Michael Topham | Mgmt | For | For | For | ||||
11 | Appointment of Auditor | Mgmt | For | For | For | ||||
12 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
16 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Biffa Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BIFF | CINS G1R62B102 | 11/15/2022 | Voted | ||||||
Meeting Type | |||||||||
Court | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Scheme of Arrangement | Mgmt | For | For | For | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Biffa Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BIFF | CINS G1R62B102 | 11/15/2022 | Voted | ||||||
Meeting Type | |||||||||
Ordinary | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Authorization of Legal Formalities; Amendments to Articles | Mgmt | For | For | For | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Big Yellow Group plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BYG | CINS G1093E108 | 07/21/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Remuneration Policy | Mgmt | For | For | For | ||||
4 | Final Dividend | Mgmt | For | For | For | ||||
5 | Elect James Gibson | Mgmt | For | For | For | ||||
6 | Elect Anna Keay | Mgmt | For | For | For | ||||
7 | Elect Vince Niblett | Mgmt | For | Against | Against | ||||
8 | Elect John Trotman | Mgmt | For | For | For | ||||
9 | Elect Nicholas Vetch | Mgmt | For | For | For | ||||
10 | Elect Laela Pakpour Tabrizi | Mgmt | For | For | For | ||||
11 | Elect Heather Savory | Mgmt | For | For | For | ||||
12 | Elect Michael O'Donnell | Mgmt | For | For | For | ||||
13 | Appointment of Auditor | Mgmt | For | For | For | ||||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
19 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Biotage AB | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BIOT | CINS W25769139 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Election of Presiding Chair | Mgmt | For | For | For | ||||
7 | Voting List | Mgmt | For | For | For | ||||
8 | Agenda | Mgmt | For | For | For | ||||
9 | Minutes | Mgmt | For | For | For | ||||
10 | Compliance with the Rules of Convocation | Mgmt | For | For | For | ||||
11 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
12 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
13 | Accounts and Reports | Mgmt | For | For | For | ||||
14 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
15 | Ratification of Board and CEO Acts | Mgmt | For | For | For | ||||
16 | Board Size; Number of Auditors | Mgmt | For | For | For | ||||
17 | Directors and Auditors' Fees | Mgmt | For | For | For | ||||
18 | Election of Directors | Mgmt | For | For | For | ||||
19 | Appointment of Auditor | Mgmt | For | For | For | ||||
20 | Approval of Nomination Committee Guidelines | Mgmt | For | For | For | ||||
21 | Remuneration Report | Mgmt | For | Against | Against | ||||
22 | Acquisition | Mgmt | For | For | For | ||||
23 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
24 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
25 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Borregaard ASA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BRG | CINS R1R79W105 | 04/18/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
5 | Agenda; Election of Presiding Chair; Minutes | Mgmt | For | TNA | N/A | ||||
6 | Accounts and Reports; Allocation of Profits and Dividends | Mgmt | For | TNA | N/A | ||||
7 | Remuneration Report | Mgmt | For | TNA | N/A | ||||
8 | Remuneration Policy | Mgmt | For | TNA | N/A | ||||
9 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | ||||
10 | Authority to Repurchase Shares Pursuant to Incentive Programs | Mgmt | For | TNA | N/A | ||||
11 | Authority to Repurchase Shares for Amortisation | Mgmt | For | TNA | N/A | ||||
12 | Elect Helge Aasen | Mgmt | For | TNA | N/A | ||||
13 | Elect Terje Andersen | Mgmt | For | TNA | N/A | ||||
14 | Elect Tove Andersen | Mgmt | For | TNA | N/A | ||||
15 | Elect Margrethe Hauge | Mgmt | For | TNA | N/A | ||||
16 | Elect John Arne Ulvan | Mgmt | For | TNA | N/A | ||||
17 | Elect Helge Aasen as Chair | Mgmt | For | TNA | N/A | ||||
18 | Elect Mimi K. Berdal | Mgmt | For | TNA | N/A | ||||
19 | Elect Erik Must | Mgmt | For | TNA | N/A | ||||
20 | Elect Rune Selmar | Mgmt | For | TNA | N/A | ||||
21 | Elect Atle Hauge | Mgmt | For | TNA | N/A | ||||
22 | Elect Mimi K. Berdal as Chair | Mgmt | For | TNA | N/A | ||||
23 | Directors' Fees | Mgmt | For | TNA | N/A | ||||
24 | Nomination Committee Fees | Mgmt | For | TNA | N/A | ||||
25 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | ||||
26 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
27 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
28 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
29 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
Bossard Holding AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BOSN | CINS H09904105 | 04/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Compensation Report | Mgmt | For | For | For | ||||
5 | Ratification of Board and Management Acts | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Elect David Dean as Shareholder A Representative | Mgmt | For | For | For | ||||
8 | Elect Thomas Schmuckli | Mgmt | For | Against | Against | ||||
9 | Elect Martin Kuhn | Mgmt | For | For | For | ||||
10 | Elect Patricia Heidtman | Mgmt | For | For | For | ||||
11 | Elect David Dean | Mgmt | For | For | For | ||||
12 | Elect Petra Maria Ehmann | Mgmt | For | For | For | ||||
13 | Elect Marcel Keller | Mgmt | For | For | For | ||||
14 | Elect Ina Toegel | Mgmt | For | For | For | ||||
15 | Elect David Dean | Mgmt | For | For | For | ||||
16 | Elect Marcel Keller | Mgmt | For | For | For | ||||
17 | Elect Ina Toegel | Mgmt | For | For | For | ||||
18 | Appointment of Independent Proxy | Mgmt | For | For | For | ||||
19 | Appointment of Auditor | Mgmt | For | For | For | ||||
20 | Board Compensation | Mgmt | For | For | For | ||||
21 | Executive Compensation | Mgmt | For | For | For | ||||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Burckhardt Compression Holding AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BCHN | CINS H12013100 | 07/01/2022 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | ||||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
6 | Increase in Authorised Capital | Mgmt | For | TNA | N/A | ||||
7 | Elect Ton Buchner | Mgmt | For | TNA | N/A | ||||
8 | Elect Urs Leinhauser | Mgmt | For | TNA | N/A | ||||
9 | Elect Monika Krusi | Mgmt | For | TNA | N/A | ||||
10 | Elect Stephan Bross | Mgmt | For | TNA | N/A | ||||
11 | Elect David Dean | Mgmt | For | TNA | N/A | ||||
12 | Elect Mariateresa Vacalli | Mgmt | For | TNA | N/A | ||||
13 | Elect Ton Buchner as Board Chair | Mgmt | For | TNA | N/A | ||||
14 | Elect Stephan Bross as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
15 | Elect Monika Krusi as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
16 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
17 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
18 | Executive Compensation (Variable) | Mgmt | For | TNA | N/A | ||||
19 | Compensation Report | Mgmt | For | TNA | N/A | ||||
20 | Board Compensation | Mgmt | For | TNA | N/A | ||||
21 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | ||||
Carel Industries S.p.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRL | CINS T2R2A6107 | 04/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Remuneration Policy | Mgmt | For | For | For | ||||
6 | Remuneration Report | Mgmt | For | For | For | ||||
7 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
9 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
CASIO COMPUTER CO.,LTD. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6952 | CINS J05250139 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Kazuhiro Kashio | Mgmt | For | For | For | ||||
4 | Elect Yuichi Masuda | Mgmt | For | For | For | ||||
5 | Elect Shin Takano | Mgmt | For | For | For | ||||
6 | Elect Tetsuo Kashio | Mgmt | For | For | For | ||||
7 | Elect Toshiyuki Yamagishi | Mgmt | For | For | For | ||||
8 | Elect Motoki Ozaki | Mgmt | For | For | For | ||||
9 | Elect Eiichiro Suhara | Mgmt | For | For | For | ||||
10 | Elect Hirotomo Abe | Mgmt | For | For | For | ||||
11 | Elect Michiko Chiba | Mgmt | For | For | For | ||||
12 | Elect Akihiko Yamaguchi | Mgmt | For | For | For | ||||
13 | Elect Kunimitsu Ijuin as Alternate Audit Committee Director | Mgmt | For | For | For | ||||
Cellavision AB | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CEVI | CINS W2128U119 | 05/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
7 | Election of Presiding Chair | Mgmt | For | For | For | ||||
8 | Voting List | Mgmt | For | For | For | ||||
9 | Agenda | Mgmt | For | For | For | ||||
10 | Minutes | Mgmt | For | For | For | ||||
11 | Compliance with the Rules of Convocation | Mgmt | For | For | For | ||||
12 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
13 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
14 | Accounts and Reports | Mgmt | For | For | For | ||||
15 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
16 | Ratification of Board and CEO Acts | Mgmt | For | For | For | ||||
17 | Board Size; Number of Auditors | Mgmt | For | For | For | ||||
18 | Directors and Auditors' Fees | Mgmt | For | For | For | ||||
19 | Elect Mikael Worning | Mgmt | For | For | For | ||||
20 | Elect Christer Fahraeus | Mgmt | For | Against | Against | ||||
21 | Elect Stefan Wolf | Mgmt | For | For | For | ||||
22 | Elect Ann-Charlotte Jarleryd | Mgmt | For | For | For | ||||
23 | Elect Louise Armstrong-Denby | Mgmt | For | For | For | ||||
24 | Elect Mikael Worning as Chair | Mgmt | For | For | For | ||||
25 | Appointment of Auditor | Mgmt | For | For | For | ||||
26 | Approve nomination committee guidelines | Mgmt | For | For | For | ||||
27 | Remuneration Report | Mgmt | For | For | For | ||||
28 | Remuneration Policy | Mgmt | For | For | For | ||||
29 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Chemometec AS | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CHEMM | CINS K18309102 | 10/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Accounts and Reports; Ratification of Board and Management Acts | Mgmt | For | For | For | ||||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
8 | Elect Niels Thestrup | Mgmt | For | Against | Against | ||||
9 | Elect Hans Martin Glensbjerg | Mgmt | For | Against | Against | ||||
10 | Elect Peter Reich | Mgmt | For | For | For | ||||
11 | Elect Kristine Frch | Mgmt | For | For | For | ||||
12 | Elect Betina Hagerup | Mgmt | For | For | For | ||||
13 | Appointment of Auditor | Mgmt | For | For | For | ||||
14 | Remuneration Report | Mgmt | For | Against | Against | ||||
15 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
16 | Authorization of Legal Formalities | Mgmt | For | For | For | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Cloetta AB | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CLAB | CINS W2397U105 | 04/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
10 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
11 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
12 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
13 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
14 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
15 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
16 | Accounts and Reports | Mgmt | For | For | For | ||||
17 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
18 | Remuneration Report | Mgmt | For | For | For | ||||
19 | Ratification of Mikael Aru | Mgmt | For | For | For | ||||
20 | Ratification of Patrick Bergander | Mgmt | For | For | For | ||||
21 | Ratification of Lottie Knutson | Mgmt | For | For | For | ||||
22 | Ratification of Mikael Norman | Mgmt | For | For | For | ||||
23 | Ratification of Alan McLean Raleigh | Mgmt | For | For | For | ||||
24 | Ratification of Camilla Svenfelt | Mgmt | For | For | For | ||||
25 | Ratification of Mikael Svenfelt | Mgmt | For | For | For | ||||
26 | Ratification of Malin Jennerholm | Mgmt | For | For | For | ||||
27 | Ratification of Henri de Sauvage Nolting | Mgmt | For | For | For | ||||
28 | Ratification of Lena Gronedal | Mgmt | For | For | For | ||||
29 | Ratification of Mikael Strom | Mgmt | For | For | For | ||||
30 | Ratification of Shahram Nikpour Badr | Mgmt | For | For | For | ||||
31 | Ratification of Christina Lonnborn | Mgmt | For | For | For | ||||
32 | Board Size | Mgmt | For | For | For | ||||
33 | Directors and Auditors' Fees | Mgmt | For | For | For | ||||
34 | Elect Mikael Norman | Mgmt | For | For | For | ||||
35 | Elect Patrick Bergander | Mgmt | For | For | For | ||||
36 | Elect Malin Jennerholm | Mgmt | For | For | For | ||||
37 | Elect Alan McLean Raleigh | Mgmt | For | For | For | ||||
38 | Elect Camilla Svenfelt | Mgmt | For | For | For | ||||
39 | Elect Mikael Svenfelt | Mgmt | For | For | For | ||||
40 | Elect Pauline Lindwall | Mgmt | For | For | For | ||||
41 | Elect Mikael Norman as Chair | Mgmt | For | For | For | ||||
42 | Appointment of Auditor | Mgmt | For | For | For | ||||
43 | Approval of Nomination Committee Guidelines | Mgmt | For | For | For | ||||
44 | Remuneration Policy | Mgmt | For | For | For | ||||
45 | Adoption of Share-Based Incentives (LTI 2023) | Mgmt | For | For | For | ||||
46 | Transfer of Shares Pursuant to LTI 2023 | Mgmt | For | For | For | ||||
47 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
48 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
49 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
50 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
51 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Coats Group Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
COA | CINS G22429115 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Remuneration Policy | Mgmt | For | For | For | ||||
4 | Final Dividend | Mgmt | For | For | For | ||||
5 | Elect Nicholas Bull | Mgmt | For | For | For | ||||
6 | Elect Jackie Callaway | Mgmt | For | For | For | ||||
7 | Elect David P. Gosnell | Mgmt | For | For | For | ||||
8 | Elect Hongyan Echo Lu | Mgmt | For | For | For | ||||
9 | Elect Frances P. Philip | Mgmt | For | For | For | ||||
10 | Elect Rajiv Sharma | Mgmt | For | For | For | ||||
11 | Elect Jakob Sigurdsson | Mgmt | For | For | For | ||||
12 | Elect Stephen M. Murray | Mgmt | For | For | For | ||||
13 | Appointment of Auditor | Mgmt | For | For | For | ||||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
19 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Coface SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
COFA | CINS F22736106 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Accounts and Reports | Mgmt | For | For | For | ||||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
10 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
11 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
12 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
13 | 2022 Remuneration of Bernardo Sanchez Incera, Chair | Mgmt | For | For | For | ||||
14 | 2022 Remuneration of Xavier Durand, CEO | Mgmt | For | For | For | ||||
15 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
16 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | ||||
17 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | ||||
18 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
19 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
20 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | ||||
21 | Authority to Issue Performance Shares | Mgmt | For | For | For | ||||
22 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Colliers International Group Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CIGI | CUSIP 194693107 | 04/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Peter F. Cohen | Mgmt | For | For | For | ||||
2 | Elect John P. Curtin, Jr. | Mgmt | For | Withhold | Against | ||||
3 | Elect Christopher Galvin | Mgmt | For | For | For | ||||
4 | Elect P. Jane Gavan | Mgmt | For | For | For | ||||
5 | Elect Stephen J. Harper | Mgmt | For | For | For | ||||
6 | Elect Jay S. Hennick | Mgmt | For | For | For | ||||
7 | Elect Katherine M. Lee | Mgmt | For | Withhold | Against | ||||
8 | Elect Poonam Puri | Mgmt | For | Withhold | Against | ||||
9 | Elect Benjamin F. Stein | Mgmt | For | Withhold | Against | ||||
10 | Elect L. Frederick Sutherland | Mgmt | For | For | For | ||||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Corbion N.V. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRBN | CINS N2334V109 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | Remuneration Report | Mgmt | For | For | For | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Allocation of Dividends | Mgmt | For | For | For | ||||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
11 | Elect Olivier Rigaud to the Management Board | Mgmt | For | For | For | ||||
12 | Elect Mathieu Vrijsen to the Supervisory Board | Mgmt | For | For | For | ||||
13 | Elect Elizabeth Doherty to the Supervisory Board | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/ Preemptive Rights (Additional Authority) | Mgmt | For | For | For | ||||
17 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
18 | Cancellation of Shares | Mgmt | For | For | For | ||||
19 | Appointment of Auditor | Mgmt | For | For | For | ||||
20 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
21 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Corbion N.V. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRBN | CINS N2334V109 | 07/05/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
4 | Elect Steen Riisgaard to the Supervisory Board | Mgmt | For | For | For | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Corporate Travel Management Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CTD | CINS Q2909K105 | 10/27/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Remuneration Report | Mgmt | N/A | Against | N/A | ||||
3 | Re-elect Sophie A. Mitchell | Mgmt | For | For | For | ||||
4 | Re-elect Ewen G.W. Crouch | Mgmt | For | For | For | ||||
5 | Elect Marissa T. Peterson | Mgmt | For | For | For | ||||
6 | Equity Grant (ED/COO Laura Ruffles) | Mgmt | For | For | For | ||||
Daiei Kankyo Co.Ltd | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
9336 | CINS J08947103 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Fumio Kaneko | Mgmt | For | For | For | ||||
4 | Elect Yoshikazu Inoue | Mgmt | For | For | For | ||||
5 | Elect Nariyuki Ota | Mgmt | For | For | For | ||||
6 | Elect Kazumasa Onaka | Mgmt | For | For | For | ||||
7 | Elect Kazumasa Murai | Mgmt | For | For | For | ||||
8 | Elect Tomoko Murakami | Mgmt | For | For | For | ||||
9 | Adoption of Restricted Stock Plan | Mgmt | For | For | For | ||||
Dentium | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
145720 | CINS Y2R34J108 | 03/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | Against | Against | ||||
2 | Directors' Fees | Mgmt | For | For | For | ||||
Dermapharm Holding SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DMP | CINS D1T0ZJ103 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Allocation of Dividends | Mgmt | For | For | For | ||||
7 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
8 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
9 | Appointment of Auditor | Mgmt | For | For | For | ||||
10 | Remuneration Report | Mgmt | For | Against | Against | ||||
11 | Amendments to Articles (Virtual Shareholder Meetings) | Mgmt | For | For | For | ||||
12 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | Against | Against | ||||
13 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
14 | Authority to Repurchase Shares Using Equity Derivatives | Mgmt | For | For | For | ||||
15 | Increase in Authorised Capital | Mgmt | For | Against | Against | ||||
16 | Authority to Issue Convertible Debt Instruments | Mgmt | For | Against | Against | ||||
17 | Increase in Conditional Capital | Mgmt | For | Against | Against | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Diploma plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DPLM | CINS G27664112 | 01/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Elect David S. Lowden | Mgmt | For | For | For | ||||
4 | Elect Jonathan Thomson | Mgmt | For | For | For | ||||
5 | Elect Chris Davies | Mgmt | For | For | For | ||||
6 | Elect Andrew P. Smith | Mgmt | For | For | For | ||||
7 | Elect Anne Thorburn | Mgmt | For | For | For | ||||
8 | Elect Geraldine Huse | Mgmt | For | For | For | ||||
9 | Elect Dean Finch | Mgmt | For | For | For | ||||
10 | Appointment of Auditor | Mgmt | For | For | For | ||||
11 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
12 | Remuneration Report | Mgmt | For | For | For | ||||
13 | Remuneration Policy | Mgmt | For | For | For | ||||
14 | Amendment to Performance Share Plan | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
19 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Dustin Group AB | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DUST | CINS W2R21A104 | 12/15/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
10 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
11 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
12 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
13 | Accounts and Reports | Mgmt | For | For | For | ||||
14 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
15 | Ratify Mia Brunell Livfors | Mgmt | For | For | For | ||||
16 | Ratify Stina Andersson | Mgmt | For | For | For | ||||
17 | Ratify Gregor Bieler | Mgmt | For | For | For | ||||
18 | Ratify Gunnel Duveblad | Mgmt | For | For | For | ||||
19 | Ratify Johan Fant | Mgmt | For | For | For | ||||
20 | Ratify Tomas Franzen | Mgmt | For | For | For | ||||
21 | Ratify Morten Strand | Mgmt | For | For | For | ||||
22 | Ratify Dolph Westerbos | Mgmt | For | For | For | ||||
23 | Ratify Mattias Miksche | Mgmt | For | For | For | ||||
24 | Ratify Thomas Ekman (CEO) | Mgmt | For | For | For | ||||
25 | Remuneration Report | Mgmt | For | For | For | ||||
26 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
27 | Board Size | Mgmt | For | For | For | ||||
28 | Directors and Auditors' Fees | Mgmt | For | For | For | ||||
29 | Elect Mia Brunell Livfors | Mgmt | For | For | For | ||||
30 | Elect Stina Andersson | Mgmt | For | For | For | ||||
31 | Elect Gunnel Duveblad | Mgmt | For | For | For | ||||
32 | Elect Johan Fant | Mgmt | For | For | For | ||||
33 | Elect Tomas Franzen | Mgmt | For | Against | Against | ||||
34 | Elect Morten Strand | Mgmt | For | For | For | ||||
35 | Elect Dolph Westerbos | Mgmt | For | For | For | ||||
36 | Elect Thomas Ekman | Mgmt | For | For | For | ||||
37 | Elect Mia Brunell Livfors as Chair | Mgmt | For | For | For | ||||
38 | Appointment of Auditor; Number of Auditors | Mgmt | For | For | For | ||||
39 | Authority to Repurchase Shares Pursuant to LTI 2020 | Mgmt | For | For | For | ||||
40 | Adoption of Share-Based Incentives (PSP 2023) | Mgmt | For | For | For | ||||
41 | Amendments to Articles (Creation of New Share Class) | Mgmt | For | For | For | ||||
42 | Authority to Issue Shares (PSP 2023) | Mgmt | For | For | For | ||||
43 | Authority to Repurchase Shares (PSP 2023) | Mgmt | For | For | For | ||||
44 | Authority to Transfer Treasury Shares (PSP 2023) | Mgmt | For | For | For | ||||
45 | Approve Equity Swap Agreement | Mgmt | For | For | For | ||||
46 | Amendments to Articles (Business Name) | Mgmt | For | For | For | ||||
47 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
Elopak ASA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ELO | CINS R2R8AG112 | 05/11/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | ||||
6 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | ||||
7 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | ||||
8 | Jo Olav Lunder | Mgmt | For | TNA | N/A | ||||
9 | Mirza Koristovic | Mgmt | For | TNA | N/A | ||||
10 | Agenda | Mgmt | For | TNA | N/A | ||||
11 | Accounts and Reports; Allocation of Profits and Dividends | Mgmt | For | TNA | N/A | ||||
12 | Corporate Governance Report | Mgmt | For | TNA | N/A | ||||
13 | Remuneration Report | Mgmt | For | TNA | N/A | ||||
14 | Elect Dag Mejdell as Chair | Mgmt | For | TNA | N/A | ||||
15 | Elect Manuel Arbiol Pascual as Board Observer | Mgmt | For | TNA | N/A | ||||
16 | Elect Tom Erik Myrland | Mgmt | For | TNA | N/A | ||||
17 | Elect Terje Valebjorg | Mgmt | For | TNA | N/A | ||||
18 | Directors' Fees | Mgmt | For | TNA | N/A | ||||
19 | Nomination Committee Fees | Mgmt | For | TNA | N/A | ||||
20 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | ||||
21 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | TNA | N/A | ||||
22 | Authority to Repurchase and Reissue Shares | Mgmt | For | TNA | N/A | ||||
23 | Amendments to Articles | Mgmt | For | TNA | N/A | ||||
24 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
25 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
26 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
27 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
Elopak ASA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ELO | CINS R2R8AG112 | 11/23/2022 | Take No Action | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
5 | Election of Presiding Chair | Mgmt | For | TNA | N/A | ||||
6 | Minutes | Mgmt | For | TNA | N/A | ||||
7 | Agenda | Mgmt | For | TNA | N/A | ||||
8 | Remuneration Policy | Mgmt | For | TNA | N/A | ||||
9 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
10 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
11 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
Ero Copper Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ERO | CUSIP 296006109 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Board Size | Mgmt | For | For | For | ||||
2.1 | Elect Christopher Noel Dunn | Mgmt | For | For | For | ||||
2.2 | Elect David Strang | Mgmt | For | For | For | ||||
2.3 | Elect Jill T. Angevine | Mgmt | For | For | For | ||||
2.4 | Elect Lyle Braaten | Mgmt | For | For | For | ||||
2.5 | Elect Steven Busby | Mgmt | For | For | For | ||||
2.6 | Elect Sally Eyre | Mgmt | For | For | For | ||||
2.7 | Elect Robert H. Getz | Mgmt | For | For | For | ||||
2.8 | Elect Chantal Gosselin | Mgmt | For | For | For | ||||
2.9 | Elect John H. Wright | Mgmt | For | For | For | ||||
2.10 | Elect Matthew Wubs | Mgmt | For | For | For | ||||
3 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
4 | Amendment to Stock Option Plan | Mgmt | For | For | For | ||||
5 | Amendment to Share Unit Plan | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Essentra Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ESNT | CINS G3198T105 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Elect Dupsy Abiola | Mgmt | For | For | For | ||||
5 | Elect Jack Clarke | Mgmt | For | For | For | ||||
6 | Elect Kathryn Durrant | Mgmt | For | For | For | ||||
7 | Elect Scott M.T. Fawcett | Mgmt | For | For | For | ||||
8 | Elect Adrian Ian Peace | Mgmt | For | For | For | ||||
9 | Elect Paul J. Lester | Mgmt | For | For | For | ||||
10 | Elect Mary Reilly | Mgmt | For | For | For | ||||
11 | Elect Ralf K. Wunderlich | Mgmt | For | For | For | ||||
12 | Appointment of Auditor | Mgmt | For | For | For | ||||
13 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
17 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
18 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Exclusive Networks SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EXN | CINS F3R28W106 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
6 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
7 | Allocation of Losses | Mgmt | For | For | For | ||||
8 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
9 | Elect Nathalie Lomon | Mgmt | For | Against | Against | ||||
10 | Elect Paul-Philippe Bernier | Mgmt | For | For | For | ||||
11 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
12 | 2022 Remuneration of Jesper Trolle, CEO | Mgmt | For | Against | Against | ||||
13 | 2022 Remuneration of Barbara Thoralfsson, Chair | Mgmt | For | For | For | ||||
14 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | ||||
15 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | ||||
16 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
17 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
18 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | ||||
22 | Greenshoe | Mgmt | For | For | For | ||||
23 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | ||||
24 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | ||||
25 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
26 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | ||||
27 | Amendments to Article Regarding Written Consultations | Mgmt | For | For | For | ||||
28 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Fugro N.V. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FUR | CINS N3385Q312 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Remuneration Report | Mgmt | For | For | For | ||||
7 | Accounts and Reports | Mgmt | For | For | For | ||||
8 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
9 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
10 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | ||||
11 | Elect Mark R.F. Heine to the Management Board | Mgmt | For | For | For | ||||
12 | Elect Anja H. Montijn to the Supervisory Board | Mgmt | For | For | For | ||||
13 | Elect Essimari Kairisto to the Supervisory Board | Mgmt | For | For | For | ||||
14 | Appointment of Auditor | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
18 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Games Workshop Group plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GAW | CINS G3715N102 | 09/21/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Elect Kevin D. Rountree | Mgmt | For | For | For | ||||
3 | Elect Rachel F. Tongue | Mgmt | For | For | For | ||||
4 | Elect Elaine O'Donnell | Mgmt | For | For | For | ||||
5 | Elect John R. Brewis | Mgmt | For | For | For | ||||
6 | Elect Karen E. Marsh | Mgmt | For | For | For | ||||
7 | Elect Randal Casson | Mgmt | For | For | For | ||||
8 | Appointment of Auditor | Mgmt | For | For | For | ||||
9 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
10 | Remuneration Report | Mgmt | For | For | For | ||||
11 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
12 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
13 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
GB Group plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GBG | CINS G3770M106 | 07/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Elect David Anthony Rasche | Mgmt | For | For | For | ||||
4 | Elect Nicholas Richard Brown | Mgmt | For | For | For | ||||
5 | Elect Bhavneet Singh | Mgmt | For | For | For | ||||
6 | Elect Richard Longdon | Mgmt | For | For | For | ||||
7 | Remuneration Report | Mgmt | For | For | For | ||||
8 | Approval of Performance Share Plan | Mgmt | For | For | For | ||||
9 | Approval of Restricted Share Plan | Mgmt | For | For | For | ||||
10 | Appointment of Auditor | Mgmt | For | For | For | ||||
11 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
12 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
13 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
15 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Genus plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GNS | CINS G3827X105 | 11/23/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Remuneration Policy | Mgmt | For | For | For | ||||
4 | Final Dividend | Mgmt | For | For | For | ||||
5 | Elect Iain G.T. Ferguson | Mgmt | For | For | For | ||||
6 | Elect Stephen Wilson | Mgmt | For | For | For | ||||
7 | Elect Alison Henriksen | Mgmt | For | For | For | ||||
8 | Elect Lysanne Gray | Mgmt | For | For | For | ||||
9 | Elect Lykele van der Broek | Mgmt | For | For | For | ||||
10 | Elect Lesley Knox | Mgmt | For | For | For | ||||
11 | Elect Jason Chin | Mgmt | For | For | For | ||||
12 | Appointment of Auditor | Mgmt | For | For | For | ||||
13 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
17 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
18 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
GVS S.p.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GVS | CINS T5R4C5106 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Remuneration Policy | Mgmt | For | Against | Against | ||||
8 | Remuneration Report | Mgmt | For | Against | Against | ||||
9 | 2023-2025 Long-Term Incentive Plan | Mgmt | For | Against | Against | ||||
10 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
11 | Board Size | Mgmt | For | For | For | ||||
12 | Board Term Length | Mgmt | For | For | For | ||||
13 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
14 | List presented by GVS Group S.r.l. | Mgmt | N/A | N/A | N/A | ||||
15 | List presented by Group of Institutional Investors representing 3.86% of Share Capital | Mgmt | N/A | For | N/A | ||||
16 | Elect Alessandro Nasi as Chair of Board | Mgmt | For | For | For | ||||
17 | Directors' fees | Mgmt | For | For | For | ||||
18 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
19 | List presented by GVS Group S.r.l. | Mgmt | N/A | Abstain | N/A | ||||
20 | List presented by Group of Institutional Investors representing 3.86% of Share Capital | Mgmt | N/A | For | N/A | ||||
21 | Election of Chair of Board of Statutory Auditors | Mgmt | For | For | For | ||||
22 | Statutory Auditors' Fees | Mgmt | For | For | For | ||||
23 | Authority to Issue Shares to Service Long-Term Incentive Plan | Mgmt | For | Against | Against | ||||
24 | Amendments to Articles | Mgmt | For | For | For | ||||
Hansen Technologies Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HSN | CINS Q4474Z103 | 11/24/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Remuneration Report | Mgmt | For | Against | Against | ||||
3 | Re-elect Bruce Adams | Mgmt | For | Against | Against | ||||
4 | Elect Lisa Pendlebury | Mgmt | For | For | For | ||||
5 | Equity Grant (MD/CEO Andrew Hansen) | Mgmt | For | For | For | ||||
6 | Approve Increase in NEDs' Fee Cap | Mgmt | For | For | For | ||||
7 | Approve Performance Rights Plan | Mgmt | N/A | For | N/A | ||||
Haw Par Corporation Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
H02 | CINS V42666103 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
4 | Elect WEE Ee-Chao | Mgmt | For | Against | Against | ||||
5 | Elect GN Hiang Meng | Mgmt | For | Against | Against | ||||
6 | Directors' Fees | Mgmt | For | For | For | ||||
7 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
8 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
IDEC CORPORATION | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6652 | CINS J23274111 | 06/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Toshiyuki Funaki | Mgmt | For | For | For | ||||
2 | Elect Mikio Funaki | Mgmt | For | For | For | ||||
3 | Elect Takuji Yamamoto | Mgmt | For | For | For | ||||
4 | Elect Takao Funaki | Mgmt | For | For | For | ||||
5 | Elect Hiroshi Kobayashi | Mgmt | For | For | For | ||||
6 | Elect Hideyuki Okubo | Mgmt | For | For | For | ||||
7 | Elect Mariko Sugiyama | Mgmt | For | For | For | ||||
8 | Non-Audit Committee Directors Fees | Mgmt | For | For | For | ||||
9 | Adoption of Performance-Linked Equity Compensation Plan and Restricted Stock Plan | Mgmt | For | For | For | ||||
10 | Equity Compensation Plan | Mgmt | For | For | For | ||||
Inficon Holding AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
IFCN | CINS H7190K102 | 03/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Ratification of Board Acts | Mgmt | For | For | For | ||||
4 | Allocation of Profits/ Dividends | Mgmt | For | For | For | ||||
5 | Elect Beat E. Luthi as Board Chair | Mgmt | For | For | For | ||||
6 | Elect Vanessa Frey | Mgmt | For | For | For | ||||
7 | Elect Beat Siegrist | Mgmt | For | Against | Against | ||||
8 | Elect Reto Suter | Mgmt | For | For | For | ||||
9 | Elect Lukas Winkler | Mgmt | For | For | For | ||||
10 | Elect Beat Siegrist as Compensation and HR Committee Member | Mgmt | For | Against | Against | ||||
11 | Elect Reto Suter as Compensation and HR Committee Member | Mgmt | For | For | For | ||||
12 | Elect Lukas Winkler as Compensation and HR Committee Member | Mgmt | For | For | For | ||||
13 | Appointment of Independent Proxy | Mgmt | For | For | For | ||||
14 | Appointment of Auditor | Mgmt | For | For | For | ||||
15 | Compensation Report | Mgmt | For | For | For | ||||
16 | Board Compensation | Mgmt | For | For | For | ||||
17 | Executive Compensation | Mgmt | For | For | For | ||||
18 | Capital Band | Mgmt | For | For | For | ||||
19 | Amendments to Articles (Shares) | Mgmt | For | For | For | ||||
20 | Amendments to Articles (Shareholders' Rights) | Mgmt | For | For | For | ||||
21 | Amendments to Articles (Virtual AGM) | Mgmt | For | For | For | ||||
22 | Amendments to Articles (Mandates) | Mgmt | For | For | For | ||||
23 | Amendments to Articles (Miscellaneous) | Mgmt | For | For | For | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Innocean Worldwide Inc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
214320 | CINS Y3862P108 | 03/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | Against | Against | ||||
2 | Amendments to Articles | Mgmt | For | For | For | ||||
3 | Elect LEE Yong Woo | Mgmt | For | For | For | ||||
4 | Elect CHUNG Sung Yi | Mgmt | For | For | For | ||||
5 | Elect YOON Tae Hwa | Mgmt | For | Against | Against | ||||
6 | Elect YOO Jae Wook | Mgmt | For | For | For | ||||
7 | Election of Non-Executive Director: KIM Jae Chul | Mgmt | For | For | For | ||||
8 | Election of Audit Committee Member: YOON Tae Hwa | Mgmt | For | Against | Against | ||||
9 | Election of Audit Committee Member: YOO Jae Wook | Mgmt | For | For | For | ||||
10 | Directors' Fees | Mgmt | For | For | For | ||||
Intercos S.p.A | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ICOS | CINS T5R00Q176 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
5 | Remuneration Policy | Mgmt | For | Against | Against | ||||
6 | Remuneration Report | Mgmt | For | For | For | ||||
7 | 2023-2025 Performance Shares Plan | Mgmt | For | Against | Against | ||||
8 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
9 | Capital Proposal to Implement 2023-25 Performance Share Plan | Mgmt | For | Against | Against | ||||
10 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Interparfums | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ITP | CINS F5262B119 | 04/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
7 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
8 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
9 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
10 | Elect Philippe Benacin | Mgmt | For | For | For | ||||
11 | Elect Philippe Santi | Mgmt | For | For | For | ||||
12 | Elect Frederic Garcia-Pelayo | Mgmt | For | For | For | ||||
13 | Elect Jean Madar | Mgmt | For | For | For | ||||
14 | Elect Marie-Ange Verdickt | Mgmt | For | For | For | ||||
15 | Elect Chantal Roos | Mgmt | For | Against | Against | ||||
16 | Elect Veronique Morali | Mgmt | For | For | For | ||||
17 | Elect Olivier Mauny | Mgmt | For | For | For | ||||
18 | Resignation of Veronique GabaI-Pinsky | Mgmt | For | For | For | ||||
19 | 2023 Directors' Fees | Mgmt | For | For | For | ||||
20 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | Against | Against | ||||
21 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
22 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
23 | 2022 Remuneration of Philippe Benacin, Chair and CEO | Mgmt | For | For | For | ||||
24 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
25 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
26 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Interroll Holding AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INRN | CINS H4247Q117 | 05/12/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
4 | Allocation of Dividends | Mgmt | For | TNA | N/A | ||||
5 | Compensation Report | Mgmt | For | TNA | N/A | ||||
6 | Presentation of Sustainability Report | Mgmt | For | TNA | N/A | ||||
7 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
8 | Amendment to Corporate Purpose | Mgmt | For | TNA | N/A | ||||
9 | Amendments to Articles (Shares and Share Register) | Mgmt | For | TNA | N/A | ||||
10 | Amendments to Articles (Restriction on Share Transferability) | Mgmt | For | TNA | N/A | ||||
11 | Amendments to Articles (Virtual AGM) | Mgmt | For | TNA | N/A | ||||
12 | Amendments to Articles (Annulment of Special Provisions for Anchor Shareholders) | Mgmt | For | TNA | N/A | ||||
13 | Amendments to Articles (Compensation) | Mgmt | For | TNA | N/A | ||||
14 | Amendments to Articles (Revised Law) | Mgmt | For | TNA | N/A | ||||
15 | Board Compensation | Mgmt | For | TNA | N/A | ||||
16 | Executive Compensation | Mgmt | For | TNA | N/A | ||||
17 | Elect Paul Zumbuhl as Board Chair | Mgmt | For | TNA | N/A | ||||
18 | Elect Stefano Mercorio | Mgmt | For | TNA | N/A | ||||
19 | Elect Ingo Specht | Mgmt | For | TNA | N/A | ||||
20 | Elect Elena Cortona | Mgmt | For | TNA | N/A | ||||
21 | Elect Markus Asch | Mgmt | For | TNA | N/A | ||||
22 | Elect Susanne Schreiber | Mgmt | For | TNA | N/A | ||||
23 | Elect Markus Asch as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
24 | Elect Stefano Mercorio as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
25 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
26 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
Jenoptik AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
JEN | CINS D3S19K104 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
3 | Allocation of Dividends | Mgmt | For | For | For | ||||
4 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
5 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
6 | Appointment of Auditor | Mgmt | For | For | For | ||||
7 | Increase in Authorised Capital | Mgmt | For | For | For | ||||
8 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
9 | Amendments to Articles (Virtual Meeting) | Mgmt | For | For | For | ||||
10 | Amendments to Articles (Supervisory Board Participation) | Mgmt | For | Against | Against | ||||
11 | Amendments to Articles (Share Register) | Mgmt | For | For | For | ||||
12 | Remuneration Report | Mgmt | For | For | For | ||||
13 | Management Board Remuneration Policy | Mgmt | For | For | For | ||||
14 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Kardex Holding AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KARN | CINS H44577189 | 04/20/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
4 | Remuneration Report | Mgmt | For | TNA | N/A | ||||
5 | Allocation of Dividends | Mgmt | For | TNA | N/A | ||||
6 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
7 | Elect Philipp Buhofer | Mgmt | For | TNA | N/A | ||||
8 | Elect Eugen Elmiger | Mgmt | For | TNA | N/A | ||||
9 | Elect Andreas Haberli | Mgmt | For | TNA | N/A | ||||
10 | Elect Ulrich Looser | Mgmt | For | TNA | N/A | ||||
11 | Elect Jennifer Maag | Mgmt | For | TNA | N/A | ||||
12 | Elect Maria Teresa Vacalli | Mgmt | For | TNA | N/A | ||||
13 | Elect Felix A. Thoni | Mgmt | For | TNA | N/A | ||||
14 | Appoint Felix A. Thoni as Board Chair | Mgmt | For | TNA | N/A | ||||
15 | Elect Philipp Buhofer as Compensation and Nominating Committee Member | Mgmt | For | TNA | N/A | ||||
16 | Elect Ulrich Looser as Compensation and Nominating Committee Member | Mgmt | For | TNA | N/A | ||||
17 | Elect Maria Teresa Vacalli as Compensation and Nominating Committee Member | Mgmt | For | TNA | N/A | ||||
18 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
19 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
20 | Board Compensation | Mgmt | For | TNA | N/A | ||||
21 | Executive Compensation | Mgmt | For | TNA | N/A | ||||
22 | Amendment to Corporate Purpose | Mgmt | For | TNA | N/A | ||||
23 | Amendments to Articles (Opting-out Clause) | Mgmt | For | TNA | N/A | ||||
24 | Amendments to Articles (Virtual AGM) | Mgmt | For | TNA | N/A | ||||
25 | Amendments to Articles (Legal Amendments) | Mgmt | For | TNA | N/A | ||||
Kemira Oyj | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KEMIRA | CINS X44073108 | 03/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
10 | Accounts and Reports | Mgmt | For | For | For | ||||
11 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
12 | Ratification of Board and Management Acts | Mgmt | For | For | For | ||||
13 | Remuneration Report | Mgmt | For | For | For | ||||
14 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
15 | Directors' Fees | Mgmt | For | For | For | ||||
16 | Election of Directors; Board Size | Mgmt | For | For | For | ||||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
18 | Appointment of Auditor | Mgmt | For | For | For | ||||
19 | Amendments to Articles | Mgmt | For | For | For | ||||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
22 | Amendments to the Nomination Board Charter | Mgmt | For | For | For | ||||
23 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Komax Holding AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KOMN | CINS H4614U113 | 04/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Ratification of Board and Management Acts | Mgmt | For | For | For | ||||
3 | Allocation of Dividends | Mgmt | For | For | For | ||||
4 | Elect Beat Kalin as Board Chair | Mgmt | For | For | For | ||||
5 | Elect David Dean | Mgmt | For | For | For | ||||
6 | Elect Andreas Haberli | Mgmt | For | Against | Against | ||||
7 | Elect Kurt Haerri | Mgmt | For | For | For | ||||
8 | Elect Mariel Hoch | Mgmt | For | For | For | ||||
9 | Elect Roland Siegwart | Mgmt | For | For | For | ||||
10 | Elect Jurg Werner | Mgmt | For | For | For | ||||
11 | Elect Andreas Haberli as Compensation Committee Member | Mgmt | For | Against | Against | ||||
12 | Elect Beat Kalin as Compensation Committee Member | Mgmt | For | For | For | ||||
13 | Elect Roland Siegwart as Compensation Committee Member | Mgmt | For | For | For | ||||
14 | Appointment of Independent Proxy | Mgmt | For | For | For | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Compensation Report | Mgmt | For | For | For | ||||
17 | Board Compensation | Mgmt | For | For | For | ||||
18 | Executive Compensation | Mgmt | For | For | For | ||||
19 | Approval of a Capital Band | Mgmt | For | For | For | ||||
20 | Amendments to Articles (Compensation and External Mandates) | Mgmt | For | For | For | ||||
21 | Amendments to Articles (Sustainability) | Mgmt | For | For | For | ||||
22 | Amendments to Articles (Place of Jurisdiction) | Mgmt | For | For | For | ||||
23 | Amendments to Articles (Miscellaneous) | Mgmt | For | For | For | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Konishi Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
4956 | CINS J36082105 | 06/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Takashi Yokota | Mgmt | For | For | For | ||||
4 | Elect Keiichi Oyama | Mgmt | For | For | For | ||||
5 | Elect Satoru Kusakabe | Mgmt | For | For | For | ||||
6 | Elect Hirofumi Matsubata | Mgmt | For | For | For | ||||
7 | Elect Toshihiko Iwao | Mgmt | For | For | For | ||||
8 | Elect Shiichi Okamoto | Mgmt | For | For | For | ||||
9 | Elect Keiko Takase | Mgmt | For | For | For | ||||
10 | Elect Yosuke Higo | Mgmt | For | For | For | ||||
11 | Elect Shinya Enomoto | Mgmt | For | Against | Against | ||||
12 | Elect Kenji Kawada | Mgmt | For | For | For | ||||
13 | Elect Motoyuki Nakata | Mgmt | For | For | For | ||||
14 | Elect Yoshiki Yamada | Mgmt | For | For | For | ||||
Lectra SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LSS | CINS F56028107 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
7 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
8 | Ratification of Board Acts | Mgmt | For | For | For | ||||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
10 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
11 | 2022 Remuneration of Daniel Harari, Chair and CEO | Mgmt | For | For | For | ||||
12 | Elect Karine Calvet | Mgmt | For | For | For | ||||
13 | Elect Pierre-Yves Roussel | Mgmt | For | For | For | ||||
14 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | ||||
15 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
16 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
17 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Lhyfe S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LHYFE | CINS F5S38E108 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
9 | Accounts and Reports; Non Tax-Deductible Expenses; Ratification of Acts | Mgmt | For | For | For | ||||
10 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
11 | Allocation of Losses | Mgmt | For | For | For | ||||
12 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
13 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
14 | 2022 Remuneration of Matthieu Guesne, Chair and CEO | Mgmt | For | Against | Against | ||||
15 | 2022 Remuneration of Nolwenn Belleguic, Deputy CEO | Mgmt | For | For | For | ||||
16 | 2022 Remuneration of Antoine Hamon, Deputy CEO | Mgmt | For | For | For | ||||
17 | 2023 Remuneration Policy (Corporate Officers) | Mgmt | For | For | For | ||||
18 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | ||||
19 | 2023 Remuneration Policy (Nolwenn Belleguic, Deputy CEO) | Mgmt | For | For | For | ||||
20 | 2023 Remuneration Policy (Antoine Hamon, Deputy CEO) | Mgmt | For | For | For | ||||
21 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
23 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
24 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | Against | Against | ||||
25 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
26 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | Against | Against | ||||
27 | Authority to Set Offering Price of Shares | Mgmt | For | Against | Against | ||||
28 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights (Qualified Investors) | Mgmt | For | Against | Against | ||||
29 | Greenshoe | Mgmt | For | Against | Against | ||||
30 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | Against | Against | ||||
31 | Authority to Increase Capital in Case of Exchange Offers | Mgmt | For | Against | Against | ||||
32 | Global Ceiling on Capital Increases | Mgmt | For | For | For | ||||
33 | Authority to Grant Stock Options | Mgmt | For | Against | Against | ||||
34 | Authority to Issue Performance Shares | Mgmt | For | Against | Against | ||||
35 | Authority to Grant Warrants (BSPCE) | Mgmt | For | Against | Against | ||||
36 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
37 | Global Ceiling on Capital Increases on Equity Compensation Plans | Mgmt | For | For | For | ||||
38 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
Lumibird | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LBIRD | CINS F7627R110 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
8 | Allocation of Profits | Mgmt | For | For | For | ||||
9 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
10 | Elect Marc le Floic | Mgmt | For | For | For | ||||
11 | Elect Esira (Jean-Francois Coutris) | Mgmt | For | For | For | ||||
12 | Elect EMZ Partners as Censor | Mgmt | For | Against | Against | ||||
13 | Elect Marie-Helene Sergent | Mgmt | For | For | For | ||||
14 | 2023 Directors' Fees | Mgmt | For | For | For | ||||
15 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
16 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
17 | 2022 Remuneration of Marc Le Flohic, Chair and CEO | Mgmt | For | For | For | ||||
18 | 2022 Remuneration of Jean-Marc Gendre, Deputy CEO | Mgmt | For | For | For | ||||
19 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
20 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | ||||
21 | 2023 Remuneration Policy (Deputy CEO) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
23 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
24 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights and to Increase Capital Through Capitalisations | Mgmt | For | Against | Against | ||||
25 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | Against | Against | ||||
26 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | Against | Against | ||||
27 | Greenshoe | Mgmt | For | Against | Against | ||||
28 | Authority to Set Offering Price of Shares | Mgmt | For | Against | Against | ||||
29 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | Against | Against | ||||
30 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights (Qualified Investors) | Mgmt | For | Against | Against | ||||
31 | Authority to Issue Restricted Shares | Mgmt | For | Against | Against | ||||
32 | Authority to Grant Stock Options | Mgmt | For | Against | Against | ||||
33 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
34 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
Medacta Group SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MOVE | CINS H7251B108 | 04/27/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
4 | Compensation Report | Mgmt | For | TNA | N/A | ||||
5 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | ||||
6 | Dividend from Reserves | Mgmt | For | TNA | N/A | ||||
7 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
8 | Elect Alberto Siccardi | Mgmt | For | TNA | N/A | ||||
9 | Elect Maria Luisa Siccardi Tonolli | Mgmt | For | TNA | N/A | ||||
10 | Elect Victor Balli | Mgmt | For | TNA | N/A | ||||
11 | Elect Riccardo Braglia | Mgmt | For | TNA | N/A | ||||
12 | Elect Philippe Weber | Mgmt | For | TNA | N/A | ||||
13 | Appoint Alberto Siccardi as Board Chair | Mgmt | For | TNA | N/A | ||||
14 | Elect Philippe Weber as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
15 | Elect Riccardo Braglia as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
16 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
17 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
18 | Board Compensation (Fees) | Mgmt | For | TNA | N/A | ||||
19 | Board Compensation (Consulting Services) | Mgmt | For | TNA | N/A | ||||
20 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | ||||
21 | Executive Compensation (Variable Short-Term) | Mgmt | For | TNA | N/A | ||||
22 | Executive Compensation (Variable Long-Term) | Mgmt | For | TNA | N/A | ||||
23 | Amendments to Articles (Conditional Share Capital and Share Register) | Mgmt | For | TNA | N/A | ||||
24 | Amendments to Articles (Shareholders' Rights and General Meeting) | Mgmt | For | TNA | N/A | ||||
25 | Amendments to Articles (Board of Directors and Organisation) | Mgmt | For | TNA | N/A | ||||
26 | Amendments to Articles (Compensation) | Mgmt | For | TNA | N/A | ||||
Medartis Holding AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MED | CINS H54007101 | 04/21/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
3 | Compensation Report | Mgmt | For | TNA | N/A | ||||
4 | Allocation of Losses | Mgmt | For | TNA | N/A | ||||
5 | Ratification of Board Acts | Mgmt | For | TNA | N/A | ||||
6 | Board Compensation | Mgmt | For | TNA | N/A | ||||
7 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | ||||
8 | Executive Compensation (Variable) | Mgmt | For | TNA | N/A | ||||
9 | Approal of a Capital Band | Mgmt | For | TNA | N/A | ||||
10 | Amendments to Articles (Shares) | Mgmt | For | TNA | N/A | ||||
11 | Amendments to Articles (General Meeting) | Mgmt | For | TNA | N/A | ||||
12 | Amendments to Articles (Virtual AGM) | Mgmt | For | TNA | N/A | ||||
13 | Amendments to Articles (Board of Directors) | Mgmt | For | TNA | N/A | ||||
14 | Amendments to Articles (Miscellaneous) | Mgmt | For | TNA | N/A | ||||
15 | Elect Marco Gadola as Board Chair | Mgmt | For | TNA | N/A | ||||
16 | Elect Thomas Straumann | Mgmt | For | TNA | N/A | ||||
17 | Elect Daniel B. Herren | Mgmt | For | TNA | N/A | ||||
18 | Elect Willi Miesch | Mgmt | For | TNA | N/A | ||||
19 | Elect Damien Tappy | Mgmt | For | TNA | N/A | ||||
20 | Elect Nadia Tarolli Schmidt | Mgmt | For | TNA | N/A | ||||
21 | Elect Ciro Roemer | Mgmt | For | TNA | N/A | ||||
22 | Elect Damien Tappy as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
23 | Elect Daniel B. Herren as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
24 | Elect Ciro Roemer as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
25 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
26 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
27 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
Nagaileben Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
7447 | CINS J47152103 | 11/25/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Ichiro Sawanobori | Mgmt | For | Against | Against | ||||
5 | Elect Nobuhiko Saito | Mgmt | For | For | For | ||||
6 | Elect Katsuji Asai | Mgmt | For | For | For | ||||
7 | Elect Yasuyoshi Yamamoto | Mgmt | For | For | For | ||||
8 | Elect Kinya Shintani | Mgmt | For | For | For | ||||
9 | Elect Hiroyuki Yamamura | Mgmt | For | For | For | ||||
10 | Elect Kazutaka Ogino | Mgmt | For | Against | Against | ||||
11 | Elect Kota Mishima | Mgmt | For | For | For | ||||
12 | Elect Emiko Noguchi | Mgmt | For | For | For | ||||
Nakanishi Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
7716 | CINS J4800J102 | 03/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Chika Shiomi as Director | Mgmt | For | For | For | ||||
4 | Adoption of Restricted Stock Plan | Mgmt | For | For | For | ||||
Network International Holdings Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NETW | CINS G6457T104 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Remuneration Policy | Mgmt | For | For | For | ||||
4 | Elect Rohinton Kalifa | Mgmt | For | For | For | ||||
5 | Elect Nandan Mer | Mgmt | For | For | For | ||||
6 | Elect Darren Pope | Mgmt | For | For | For | ||||
7 | Elect Anil Dua | Mgmt | For | For | For | ||||
8 | Elect Victoria Hull | Mgmt | For | For | For | ||||
9 | Elect Rohit Malhotra | Mgmt | For | For | For | ||||
10 | Elect Habib Al Mulla | Mgmt | For | For | For | ||||
11 | Elect Diane Radley | Mgmt | For | For | For | ||||
12 | Elect Monique Shivanandan | Mgmt | For | For | For | ||||
13 | Appointment of Auditor | Mgmt | For | For | For | ||||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
15 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
20 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Nice Information Service Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
030190 | CINS Y6436G108 | 03/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | Against | Against | ||||
2 | Elect SHIM Eui Young | Mgmt | For | For | For | ||||
3 | Elect LEE Hyun Suk | Mgmt | For | For | For | ||||
4 | Elect KIM Yong Deok | Mgmt | For | For | For | ||||
5 | Elect KIM Il Hwan | Mgmt | For | Against | Against | ||||
6 | Election of Independent Director to Be Appointed as Audit Committee Member: LEE Jae Il | Mgmt | For | For | For | ||||
7 | Election of Audit Committee Member: KIM Yong Deok | Mgmt | For | For | For | ||||
8 | Election of Audit Committee Member: KIM Il Hwan | Mgmt | For | Against | Against | ||||
9 | Directors' Fees | Mgmt | For | For | For | ||||
10 | Transfer of Listing | Mgmt | For | For | For | ||||
Nichias Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
5393 | CINS J49205107 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Katsumi Kametsu | Mgmt | For | Against | Against | ||||
4 | Elect Tsukasa Yamamoto | Mgmt | For | Against | Against | ||||
5 | Elect Satoshi Tanabe | Mgmt | For | For | For | ||||
6 | Elect Kiyoshi Sato | Mgmt | For | For | For | ||||
7 | Elect Yukinori Ryuko | Mgmt | For | For | For | ||||
8 | Elect Yoichi Eto | Mgmt | For | Against | Against | ||||
9 | Elect Yoshito Hirabayashi | Mgmt | For | Against | Against | ||||
10 | Elect Yoko Wachi | Mgmt | For | For | For | ||||
11 | Elect Mitsuru Nose | Mgmt | For | For | For | ||||
12 | Elect Sachiko Murase | Mgmt | For | For | For | ||||
13 | Adoption of Restricted Stock Plan | Mgmt | For | For | For | ||||
NIHON PARKERIZING CO.,LTD. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
4095 | CINS J55096101 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Kazuichi Satomi | Mgmt | For | For | For | ||||
4 | Elect Hiroyasu Tamura | Mgmt | For | For | For | ||||
5 | Elect Masayuki Yoshida | Mgmt | For | For | For | ||||
6 | Elect Yasumasa Fukuta | Mgmt | For | For | For | ||||
7 | Elect Shimako Emori | Mgmt | For | For | For | ||||
8 | Elect Tatsuya Mori | Mgmt | For | For | For | ||||
9 | Elect Masaharu Kubota | Mgmt | For | For | For | ||||
10 | Elect Koji Chika | Mgmt | For | For | For | ||||
Nohmi Bosai Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6744 | CINS J58966102 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Takeshi Hashizume | Mgmt | For | For | For | ||||
4 | Elect Tatsunori Ito | Mgmt | For | For | For | ||||
5 | Elect Takeshi Okamura | Mgmt | For | For | For | ||||
6 | Elect Masahiro Hasegawa | Mgmt | For | For | For | ||||
7 | Elect Yasuo Ariga | Mgmt | For | For | For | ||||
8 | Elect Takehiko Senda | Mgmt | For | For | For | ||||
9 | Elect Shin Shiotani | Mgmt | For | For | For | ||||
10 | Elect Ichiro Ishii | Mgmt | For | For | For | ||||
11 | Elect Keiko Hirano | Mgmt | For | For | For | ||||
12 | Elect Hiroyuki Fujii | Mgmt | For | For | For | ||||
13 | Elect Masahito Fukuda | Mgmt | For | For | For | ||||
NS Solutions Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
2327 | CINS J59332106 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Kazuhiko Tamaoki | Mgmt | For | For | For | ||||
3 | Elect Atsuki Matsumura | Mgmt | For | For | For | ||||
4 | Elect Masunao Kuroki | Mgmt | For | For | For | ||||
5 | Elect Tatsuya Endo | Mgmt | For | For | For | ||||
6 | Elect Akimi Tojo | Mgmt | For | For | For | ||||
7 | Elect Hiroyuki Morita | Mgmt | For | For | For | ||||
8 | Elect Yaichi Aoshima | Mgmt | For | For | For | ||||
9 | Elect Ichiro Ishii | Mgmt | For | For | For | ||||
10 | Elect Rie Horii | Mgmt | For | For | For | ||||
11 | Elect Hiroto Naito | Mgmt | For | For | For | ||||
12 | Elect Masayuki Takahara | Mgmt | For | Against | Against | ||||
13 | Elect Shuichiro Hoshi | Mgmt | For | For | For | ||||
14 | Elect Kazuhiro Fujita | Mgmt | For | For | For | ||||
NV Bekaert SA. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BEKB | CINS B6346B111 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Accounts and Reports; Allocation of Dividends | Mgmt | For | For | For | ||||
7 | Ratification of Board Acts | Mgmt | For | For | For | ||||
8 | Ratification of Auditor's Acts | Mgmt | For | For | For | ||||
9 | Remuneration Report | Mgmt | For | For | For | ||||
10 | Elect Gregory Dalle | Mgmt | For | Against | Against | ||||
11 | Elect Maxime Parmentier | Mgmt | For | Against | Against | ||||
12 | Elect Oswald Franz Schmid | Mgmt | For | For | For | ||||
13 | Elect Caroline Storme | Mgmt | For | For | For | ||||
14 | Elect Carl Jurgen Tinggren | Mgmt | For | For | For | ||||
15 | Elect Mei Ye | Mgmt | For | For | For | ||||
16 | Non-Executive Directors' Fees | Mgmt | For | For | For | ||||
17 | Committee Fees | Mgmt | For | For | For | ||||
18 | Board Chair Fees | Mgmt | For | Against | Against | ||||
19 | Directors' Fees (CEO) | Mgmt | For | For | For | ||||
20 | Authority to set Auditor's Fees | Mgmt | For | For | For | ||||
21 | Change in Control Clause | Mgmt | For | For | For | ||||
22 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
OSB Group PLC | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OSB | CINS G6S36L101 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | Against | Against | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Elect Kal Atwal | Mgmt | For | For | For | ||||
5 | Elect Elizabeth Noel Harwerth | Mgmt | For | For | For | ||||
6 | Elect Sarah Hedger | Mgmt | For | For | For | ||||
7 | Elect Rajan Kapoor | Mgmt | For | For | For | ||||
8 | Elect Simon Walker | Mgmt | For | For | For | ||||
9 | Elect David A. Weymouth | Mgmt | For | For | For | ||||
10 | Elect Andrew Golding | Mgmt | For | For | For | ||||
11 | Elect April Talintyre | Mgmt | For | For | For | ||||
12 | Appointment of Auditor | Mgmt | For | For | For | ||||
13 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
14 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
21 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Prestige International Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
4290 | CINS J6401L105 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Amendments to Articles | Mgmt | For | Against | Against | ||||
3 | Elect Shinichi Tamagami | Mgmt | For | For | For | ||||
4 | Elect Hiroshi Sekine | Mgmt | For | For | For | ||||
5 | Elect Nao Yoshida Nao Nakanishi | Mgmt | For | For | For | ||||
6 | Elect Toshiaki Seki | Mgmt | For | For | For | ||||
7 | Elect Izumi Takagi Izumi Kando | Mgmt | For | Against | Against | ||||
8 | Elect Masayo Koeda Masayo Hasegawa | Mgmt | For | For | For | ||||
9 | Elect Masaru Sugiyama | Mgmt | For | Against | Against | ||||
10 | Elect Katsuhiko Hara | Mgmt | For | For | For | ||||
11 | Elect Masaru Ono | Mgmt | For | For | For | ||||
Relo Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
8876 | CINS J6436W118 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Amendments to Articles | Mgmt | For | For | For | ||||
3 | Elect Masanori Sasada | Mgmt | For | For | For | ||||
4 | Elect Kenichi Nakamura | Mgmt | For | Against | Against | ||||
5 | Elect Yasushi Kadota | Mgmt | For | For | For | ||||
6 | Elect Kenji Koshinaga | Mgmt | For | For | For | ||||
7 | Elect Takeshi Kawano | Mgmt | For | For | For | ||||
8 | Elect Katsuhiko Koyama | Mgmt | For | For | For | ||||
9 | Elect Kazuya Udagawa | Mgmt | For | Against | Against | ||||
10 | Elect Masao Sakurai | Mgmt | For | For | For | ||||
11 | Elect Setsuko Yamamoto | Mgmt | For | For | For | ||||
12 | Elect Nobuyoshi Oki | Mgmt | For | Against | Against | ||||
13 | Elect Kaori Sato | Mgmt | For | For | For | ||||
14 | Elect Yoichi Homma | Mgmt | For | For | For | ||||
Restore Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RST | CINS G7595U102 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Appointment of Auditor | Mgmt | For | For | For | ||||
3 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
4 | Elect Charles Bligh | Mgmt | For | For | For | ||||
5 | Elect Neil Ritchie | Mgmt | For | For | For | ||||
6 | Elect Sharon Baylay-Bell | Mgmt | For | For | For | ||||
7 | Elect Susan J. Davy | Mgmt | For | For | For | ||||
8 | Elect Jamie Hopkins | Mgmt | For | For | For | ||||
9 | Elect Lisa Fretwell | Mgmt | For | For | For | ||||
10 | Final Dividend | Mgmt | For | For | For | ||||
11 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
12 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
13 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
14 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Riken Keiki Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
7734 | CINS J64984107 | 06/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Amendments to Article | Mgmt | For | For | For | ||||
3 | Elect Hisayoshi Kobayashi | Mgmt | For | For | For | ||||
4 | Elect Testuya Matsumoto | Mgmt | For | For | For | ||||
5 | Elect Shinya Kobu | Mgmt | For | For | For | ||||
6 | Elect Shoji Kizaki | Mgmt | For | For | For | ||||
7 | Elect Nobuo Nakano | Mgmt | For | Against | Against | ||||
8 | Elect Michimasa Taga | Mgmt | For | For | For | ||||
9 | Elect Takehito Miyaguchi | Mgmt | For | For | For | ||||
10 | Elect Yasuko Uematsu | Mgmt | For | For | For | ||||
Roland Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
7944 | CINS J65457111 | 03/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Elect Gordon Raison | Mgmt | For | Against | Against | ||||
4 | Elect Masahiro Minowa | Mgmt | For | For | For | ||||
5 | Elect Yasunobu Suzuki | Mgmt | For | For | For | ||||
6 | Elect Toshihiko Oinuma | Mgmt | For | For | For | ||||
7 | Elect Brian K. Heywood | Mgmt | For | For | For | ||||
8 | Elect Mikio Katayama | Mgmt | For | For | For | ||||
9 | Elect Hiroshi Yamamoto | Mgmt | For | For | For | ||||
10 | Elect Yoshito Imaishi as Statutory Auditor | Mgmt | For | For | For | ||||
Rubis | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RUI | CINS F7686C152 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Accounts and Reports | Mgmt | For | For | For | ||||
6 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
8 | Elect Olivier Heckenroth | Mgmt | For | For | For | ||||
9 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
10 | 2022 Remuneration of Gilles Gobin, Managing Partner | Mgmt | For | For | For | ||||
11 | 2022 Remuneration of Sorgema SARL, Managing Partner | Mgmt | For | For | For | ||||
12 | 2022 Remuneration of Agena SAS, Managing Partner | Mgmt | For | For | For | ||||
13 | 2022 Remuneration of Olivier Heckenroth, Supervisory Board Chair | Mgmt | For | For | For | ||||
14 | 2023 Remuneration Policy (Managing Partners) | Mgmt | For | For | For | ||||
15 | 2023 Remuneration Policy (Supervisory Board Members) | Mgmt | For | For | For | ||||
16 | 2023 Supervisory Board Members' Fees | Mgmt | For | For | For | ||||
17 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
18 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
19 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
20 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | ||||
22 | Greenshoe | Mgmt | For | For | For | ||||
23 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | ||||
24 | Authority to Increase Capital in Case of Exchange Offers | Mgmt | For | For | For | ||||
25 | Global Ceiling on Capital Increases and Debt Issuances | Mgmt | For | For | For | ||||
26 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
27 | Amendments to Articles Regarding Managing Partner's Age Limits | Mgmt | For | For | For | ||||
28 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Shinnihonseiyaku Co.,Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
4931 | CINS J7365U107 | 12/20/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Takahiro Goto | Mgmt | For | For | For | ||||
5 | Elect Mitsuyoshi Fukuhara | Mgmt | For | For | For | ||||
6 | Elect Seiichiro Hatori | Mgmt | For | For | For | ||||
7 | Elect Masayuki Kakio | Mgmt | For | For | For | ||||
8 | Elect Haruki Murakami | Mgmt | For | For | For | ||||
9 | Elect Kazuyo Yunoki | Mgmt | For | For | For | ||||
10 | Elect Keiichi Zenmyo | Mgmt | For | For | For | ||||
11 | Elect Takashi Tanabe | Mgmt | For | For | For | ||||
12 | Elect Yuji Nakanishi | Mgmt | For | For | For | ||||
13 | Elect Asako Okabe as Alternate Statutory Auditor | Mgmt | For | For | For | ||||
Sho-Bond Holdings Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
1414 | CINS J7447D107 | 09/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Tatsuya Kishimoto | Mgmt | For | For | For | ||||
5 | Elect Koyo Takeo | Mgmt | For | For | For | ||||
6 | Elect Yasuhiro Sekiguchi | Mgmt | For | For | For | ||||
7 | Elect Shigeru Naraoka | Mgmt | For | For | For | ||||
8 | Elect Shunya Tojo as Audit Committee Director | Mgmt | For | For | For | ||||
SHOEI CO., LTD. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
7839 | CINS J74530114 | 12/23/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Masayuki Shida | Mgmt | For | For | For | ||||
5 | Elect Takayuki Horimoto | Mgmt | For | For | For | ||||
6 | Elect Keiichiro Kobayashi | Mgmt | For | For | For | ||||
7 | Elect Sumiko Takayama | Mgmt | For | For | For | ||||
Shurgard Self Storage Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SHUR | CINS G81317102 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
2 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
3 | Stand-alone Accounts and Reports | Mgmt | For | For | For | ||||
4 | Allocation of Dividends | Mgmt | For | For | For | ||||
5 | Ratification of Board Acts | Mgmt | For | For | For | ||||
6 | Elect Marc Oursin to the Board of Directors | Mgmt | For | For | For | ||||
7 | Elect Z. Jamie Behar to the Board of Directors | Mgmt | For | For | For | ||||
8 | Elect Olivier Faujour to the Board of Directors | Mgmt | For | For | For | ||||
9 | Elect Frank Fiskers to the Board of Directors | Mgmt | For | For | For | ||||
10 | Elect Ian Marcus to the Board of Directors | Mgmt | For | For | For | ||||
11 | Elect Padraig McCarthy to the Board of Directors | Mgmt | For | For | For | ||||
12 | Elect Muriel de Lathouwer | Mgmt | For | For | For | ||||
13 | Elect Tom Boyle to the Board of Directors | Mgmt | For | For | For | ||||
14 | Elect Lorna Brown to the Board of Directors | Mgmt | For | For | For | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Remuneration Report | Mgmt | For | For | For | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Shurgard Self Storage SA | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SHUR | CINS L8230B107 | 12/06/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Transfer of Country of Incorporation | Mgmt | For | For | For | ||||
3 | Change in Company Name | Mgmt | For | For | For | ||||
4 | Adoption of New Articles | Mgmt | For | For | For | ||||
5 | Elect Z. Jamie Behar | Mgmt | For | For | For | ||||
6 | Elect Muriel de Lathouwer | Mgmt | For | For | For | ||||
7 | Elect Olivier Faujour | Mgmt | For | For | For | ||||
8 | Elect Frank Fiskers | Mgmt | For | For | For | ||||
9 | Elect Ronald L. Havner, Jr. | Mgmt | For | For | For | ||||
10 | Elect Ian Marcus | Mgmt | For | For | For | ||||
11 | Elect Padraig McCarthy | Mgmt | For | For | For | ||||
12 | Elect Everett B. Miller, III | Mgmt | For | For | For | ||||
13 | Elect Isabelle Moins | Mgmt | For | For | For | ||||
14 | Elect Marc Oursin | Mgmt | For | For | For | ||||
15 | Elect Daniel C. Staton | Mgmt | For | For | For | ||||
16 | Authorization of Legal Formalities | Mgmt | For | For | For | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Simplex Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
4373 | CINS J7550Z101 | 06/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Hideki Kaneko | Mgmt | For | For | For | ||||
3 | Elect Kozo Sukema | Mgmt | For | For | For | ||||
4 | Elect Masataka Soda | Mgmt | For | For | For | ||||
5 | Elect Keisuke Enosawa | Mgmt | For | For | For | ||||
6 | Elect Naoto Hirota | Mgmt | For | For | For | ||||
7 | Elect Mari Takahashi | Mgmt | For | For | For | ||||
Sopra Steria Group | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SOP | CINS F20906115 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
7 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
10 | 2022 Remuneration Report | Mgmt | For | For | For | ||||
11 | 2022 Remuneration of Pierre Pasquier, Chair | Mgmt | For | For | For | ||||
12 | 2022 Remuneration of Vincent Paris, Former CEO (until February 28, 2022) | Mgmt | For | Against | Against | ||||
13 | 2022 Remuneration of Cyril Malarge, CEO (since March 1, 2022) | Mgmt | For | For | For | ||||
14 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | ||||
15 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | ||||
16 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
17 | 2023 Directors' fees | Mgmt | For | For | For | ||||
18 | Elect Sylvie Remond | Mgmt | For | For | For | ||||
19 | Elect Jessica Scale | Mgmt | For | For | For | ||||
20 | Elect Michael Gollner | Mgmt | For | For | For | ||||
21 | Elect Sonia Criseo | Mgmt | For | For | For | ||||
22 | Elect Pascal Daloz | Mgmt | For | For | For | ||||
23 | Elect Remy Weber | Mgmt | For | For | For | ||||
24 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
25 | Authority to Issue Performance Shares | Mgmt | For | For | For | ||||
26 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
27 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Stabilus S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STM | CINS L8750H104 | 08/11/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Amendments to Articles Regarding the Removal of Unanimity Requirements | Mgmt | For | For | For | ||||
3 | Presentation of Special Report Regarding Authorised Capital | Mgmt | For | For | For | ||||
4 | Cancellation of the Existing Authorised Capital; Increase in Authorised Capital | Mgmt | For | For | For | ||||
5 | Amendments to Articles Regarding Authorised Capital | Mgmt | For | For | For | ||||
Stabilus S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STM | CINS L8750H104 | 08/11/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Amendments to Articles Regarding Registered Office | Mgmt | For | For | For | ||||
4 | Adoption of New Articles | Mgmt | For | For | For | ||||
5 | Confirmation of Terms of Appointment of the Members of the Supervisory Board | Mgmt | For | For | For | ||||
Stabilus SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STM | CINS D76913108 | 02/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Ratification of Management Board Acts | Mgmt | For | For | For | ||||
8 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||||
9 | Appointment of Auditor | Mgmt | For | For | For | ||||
10 | Remuneration Policy | Mgmt | For | For | For | ||||
11 | Remuneration Report | Mgmt | For | For | For | ||||
12 | Elect Stephan Kessel | Mgmt | For | For | For | ||||
13 | Elect Ralf-Michael Fuchs | Mgmt | For | For | For | ||||
14 | Elect Joachim Rauhut | Mgmt | For | For | For | ||||
15 | Elect Dirk Linzmeier | Mgmt | For | For | For | ||||
16 | Amendments to Articles (Virtual Meetings) | Mgmt | For | For | For | ||||
17 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
18 | Increase in Authorised Capital | Mgmt | For | For | For | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Steadfast Group Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SDF | CINS Q8744R106 | 10/20/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
3 | Remuneration Report | Mgmt | For | For | For | ||||
4 | Equity Grant - MD/CEO Robert Kelly | Mgmt | For | For | For | ||||
5 | Ratify Placement of Securities | Mgmt | N/A | For | N/A | ||||
6 | Amendment Of Constitution | Mgmt | For | For | For | ||||
7 | Elect Joan Cleary | Mgmt | For | For | For | ||||
8 | Re-elect Frank O'Halloran | Mgmt | For | For | For | ||||
9 | Re-elect Greg Rynenberg | Mgmt | For | For | For | ||||
Sun Frontier Fudosan Co., Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
8934 | CINS J7808L102 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Tomoaki Horiguchi as Director | Mgmt | For | Against | Against | ||||
3 | Elect Seiichi Saito | Mgmt | For | Against | Against | ||||
4 | Elect Izumi Nakamura as Director | Mgmt | For | For | For | ||||
5 | Elect Yasushi Yamada as Director | Mgmt | For | For | For | ||||
6 | Elect Mitsuhiro Ninomiya as Director | Mgmt | For | For | For | ||||
7 | Elect Kenji Honda as Director | Mgmt | For | For | For | ||||
8 | Elect Kazutaka Okubo as Director | Mgmt | For | Against | Against | ||||
9 | Elect Keiichi Asai | Mgmt | For | For | For | ||||
Sweco AB | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SWECA | CINS W31065225 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Election of Presiding Chair | Mgmt | For | For | For | ||||
7 | Minutes | Mgmt | For | For | For | ||||
8 | Voting List | Mgmt | For | For | For | ||||
9 | Agenda | Mgmt | For | For | For | ||||
10 | Compliance with the Rules of Convocation | Mgmt | For | For | For | ||||
11 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
12 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
13 | Accounts and Reports | Mgmt | For | For | For | ||||
14 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
15 | Ratification of Board and CEO Acts | Mgmt | For | For | For | ||||
16 | Board Size; Number of Auditors | Mgmt | For | For | For | ||||
17 | Directors and Auditors' Fees | Mgmt | For | For | For | ||||
18 | Election of Directors | Mgmt | For | For | For | ||||
19 | Appointment of Auditor | Mgmt | For | For | For | ||||
20 | Remuneration Report | Mgmt | For | For | For | ||||
21 | Approve Share Bonus Scheme 2023; Approve Transfer Of Shares To Participants | Mgmt | For | For | For | ||||
22 | Adoption of Share-Based Incentives (Share Saving Scheme 2023); Approve Transfer of Shares to Participants | Mgmt | For | For | For | ||||
23 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
24 | Issuance of Treasury Shares | Mgmt | For | For | For | ||||
25 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
T.HASEGAWA CO.,LTD. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
4958 | CINS J83238105 | 12/22/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Amendments to Articles | Mgmt | For | For | For | ||||
3 | Elect Takao Umino | Mgmt | For | Against | Against | ||||
4 | Elect Yoshiaki Chino | Mgmt | For | Against | Against | ||||
5 | Elect Minoru Nakamura | Mgmt | For | For | For | ||||
6 | Elect Tetsuya Nakamura | Mgmt | For | For | For | ||||
7 | Elect Koichiro Kato | Mgmt | For | For | For | ||||
8 | Elect Shingo Okado | Mgmt | For | For | For | ||||
9 | Elect Takao Yuhara | Mgmt | For | For | For | ||||
10 | Elect Akiko Izumi | Mgmt | For | For | For | ||||
Tecan Group AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TECN | CINS H84774167 | 04/18/2023 | Take No Action | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | ||||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | ||||
4 | Allocation of Profits | Mgmt | For | TNA | N/A | ||||
5 | Dividend from Reserves | Mgmt | For | TNA | N/A | ||||
6 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | ||||
7 | Elect Matthias Gillner | Mgmt | For | TNA | N/A | ||||
8 | Elect Lukas Braunschweiler | Mgmt | For | TNA | N/A | ||||
9 | Elect Myra Eskes | Mgmt | For | TNA | N/A | ||||
10 | Elect Oliver S. Fetzer | Mgmt | For | TNA | N/A | ||||
11 | Elect Karen Hubscher | Mgmt | For | TNA | N/A | ||||
12 | Elect Christa Kreuzburg | Mgmt | For | TNA | N/A | ||||
13 | Elect Daniel R. Marshak | Mgmt | For | TNA | N/A | ||||
14 | Appoint Lukas Braunschweiler as Board Chair | Mgmt | For | TNA | N/A | ||||
15 | Elect Myra Eskes as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
16 | Elect Oliver S. Fetzer as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
17 | Elect Christa Kreuzburg as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
18 | Elect Daniel R. Marshak as Compensation Committee Member | Mgmt | For | TNA | N/A | ||||
19 | Appointment of Auditor | Mgmt | For | TNA | N/A | ||||
20 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | ||||
21 | Compensation Report | Mgmt | For | TNA | N/A | ||||
22 | Board Compensation | Mgmt | For | TNA | N/A | ||||
23 | Executive Compensation | Mgmt | For | TNA | N/A | ||||
TechnoPro Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6028 | CINS J82251109 | 09/29/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Yasuji Nishio | Mgmt | For | For | For | ||||
5 | Elect Takeshi Yagi | Mgmt | For | For | For | ||||
6 | Elect Gaku Shimaoka | Mgmt | For | For | For | ||||
7 | Elect Koichiro Asai | Mgmt | For | For | For | ||||
8 | Elect Toshihiro Hagiwara | Mgmt | For | For | For | ||||
9 | Elect Tsunehiro Watabe | Mgmt | For | For | For | ||||
10 | Elect Kazuhiko Yamada | Mgmt | For | For | For | ||||
11 | Elect Harumi Sakamoto | Mgmt | For | For | For | ||||
12 | Elect Shoko Takase | Mgmt | For | For | For | ||||
13 | Elect Hitoshi Madarame | Mgmt | For | For | For | ||||
14 | Elect Mitsutoshi Takao | Mgmt | For | For | For | ||||
15 | Elect Rumiko Tanabe | Mgmt | For | For | For | ||||
16 | Elect Yoshio Kitaarai as Alternate Audit Committee Director | Mgmt | For | For | For | ||||
17 | Non-Audit Committee Directors' Fees | Mgmt | For | For | For | ||||
18 | Audit Committee Directors' Fees | Mgmt | For | For | For | ||||
19 | Amendment to Performance-linked Restricted Stock Plan | Mgmt | For | For | For | ||||
The Bank of N.T. Butterfield & Son Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NTB | CUSIP G0772R208 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
2 | Elect Michael Collins | Mgmt | For | For | For | ||||
3 | Elect Alastair Barbour | Mgmt | For | For | For | ||||
4 | Elect Sonia Baxendale | Mgmt | For | For | For | ||||
5 | Elect Mark Lynch | Mgmt | For | For | For | ||||
6 | Elect Ingrid Pierce | Mgmt | For | For | For | ||||
7 | Elect Jana R. Schreuder | Mgmt | For | For | For | ||||
8 | Elect Michael Schrum | Mgmt | For | For | For | ||||
9 | Elect Pamela A. Thomas-Graham | Mgmt | For | Against | Against | ||||
10 | Elect John R. Wright | Mgmt | For | For | For | ||||
11 | Issuance of Treasury Shares | Mgmt | For | For | For | ||||
The Descartes Systems Group Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DSG | CUSIP 249906108 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Deepak Chopra | Mgmt | For | For | For | ||||
2 | Elect Deborah Close | Mgmt | For | For | For | ||||
3 | Elect Eric A. Demirian | Mgmt | For | For | For | ||||
4 | Elect Sandra L. Hanington | Mgmt | For | For | For | ||||
5 | Elect Kelley Irwin | Mgmt | For | For | For | ||||
6 | Elect Dennis Maple | Mgmt | For | For | For | ||||
7 | Elect Chris E. Muntwyler | Mgmt | For | For | For | ||||
8 | Elect Jane O'Hagan | Mgmt | For | For | For | ||||
9 | Elect Edward J. Ryan | Mgmt | For | For | For | ||||
10 | Elect John J. Walker | Mgmt | For | For | For | ||||
11 | Appointment of Auditor | Mgmt | For | For | For | ||||
12 | Shareholder Rights Plan | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Thule Group AB | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
THULE | CINS W9T18N112 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
7 | Election of Presiding Chair | Mgmt | For | For | For | ||||
8 | Voting List | Mgmt | For | For | For | ||||
9 | Agenda | Mgmt | For | For | For | ||||
10 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
11 | Compliance with the Rules of Convocation | Mgmt | For | For | For | ||||
12 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
13 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
14 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
15 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
16 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
17 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
18 | Accounts and Reports | Mgmt | For | For | For | ||||
19 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
20 | Ratify Bengt Baron | Mgmt | For | For | For | ||||
21 | Ratify Hans Eckerstrom | Mgmt | For | For | For | ||||
22 | Ratify Mattias Ankarberg | Mgmt | For | For | For | ||||
23 | Ratify Sarah McPhee | Mgmt | For | For | For | ||||
24 | Ratify Helene Mellquist | Mgmt | For | For | For | ||||
25 | Ratify Therese Reutersward | Mgmt | For | For | For | ||||
26 | Ratify Johan Westman | Mgmt | For | For | For | ||||
27 | Ratify Helene Willberg | Mgmt | For | For | For | ||||
28 | Ratify Magnus Welander (CEO) | Mgmt | For | For | For | ||||
29 | Remuneration Report | Mgmt | For | Against | Against | ||||
30 | Board Size | Mgmt | For | For | For | ||||
31 | Directors' Fees | Mgmt | For | For | For | ||||
32 | Elect Hans Eckerstrom | Mgmt | For | Against | Against | ||||
33 | Elect Mattias Ankarberg | Mgmt | For | For | For | ||||
34 | Elect Sarah McPhee | Mgmt | For | For | For | ||||
35 | Elect Helene Mellquist | Mgmt | For | For | For | ||||
36 | Elect Johan Westman | Mgmt | For | For | For | ||||
37 | Elect Helene Willberg | Mgmt | For | Against | Against | ||||
38 | Elect Anders Jensen | Mgmt | For | For | For | ||||
39 | Elect Hans Eckerstrom as Chair | Mgmt | For | Against | Against | ||||
40 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
41 | Appointment of Auditor | Mgmt | For | For | For | ||||
42 | Remuneration Policy | Mgmt | For | For | For | ||||
43 | Adoption of Share-Based Incentive Plan | Mgmt | For | For | For | ||||
44 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
45 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
46 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Tikehau Capital | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TKO | CINS F9T553127 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
6 | Accounts and Reports | Mgmt | For | For | For | ||||
7 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
8 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
9 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
10 | 2023 Remuneration Policy (Managing Partners) | Mgmt | For | Against | Against | ||||
11 | 2023 Remuneration Policy (Supervisory Board) | Mgmt | For | For | For | ||||
12 | 2022 Remuneration Report | Mgmt | For | Against | Against | ||||
13 | 2022 Remuneration of AF&Co Management, Managing Partner | Mgmt | For | Against | Against | ||||
14 | 2022 Remuneration of MCH Management, Managing Partner | Mgmt | For | Against | Against | ||||
15 | 2022 Remuneration of Christian de Labriffe, Supervisory Board Chair | Mgmt | For | For | For | ||||
16 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
17 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
18 | Authority to Grant Warrants (BSA) | Mgmt | For | Against | Against | ||||
19 | Amendments to Articles Regarding Statutory Auditors | Mgmt | For | For | For | ||||
20 | Non-Renewal of Alternate Auditor | Mgmt | For | For | For | ||||
21 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
TKC Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
9746 | CINS J83560102 | 12/16/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
3 | Amendments to Articles | Mgmt | For | For | For | ||||
4 | Elect Masanori Iizuka | Mgmt | For | Against | Against | ||||
5 | Elect Satoshi Hitaka | Mgmt | For | Against | Against | ||||
6 | Elect Ikuo Kawahashi | Mgmt | For | For | For | ||||
7 | Elect Kiyotsugu Nakanishi | Mgmt | For | For | For | ||||
8 | Elect Yoshihisa Ito | Mgmt | For | For | For | ||||
9 | Elect Takeshi Kawamoto | Mgmt | For | For | For | ||||
10 | Elect Junko Iijima Junko Sawada | Mgmt | For | For | For | ||||
11 | Elect Nobuhiko Koga | Mgmt | For | For | For | ||||
12 | Elect Keiichiro Kato | Mgmt | For | Against | Against | ||||
13 | Elect Yasuo Igarashi as Statutory Auditor | Mgmt | For | Against | Against | ||||
Unicaja Banco S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UNI | CINS E92589105 | 03/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Individual Accounts and Reports | Mgmt | For | For | For | ||||
3 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
4 | Report on Non-Financial Information | Mgmt | For | For | For | ||||
5 | Ratification of Board Acts | Mgmt | For | For | For | ||||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
7 | Elect Juan Antonio Izaguirre Ventosa | Mgmt | For | For | For | ||||
8 | Elect Jose Ramon Sanchez Serrano | Mgmt | For | For | For | ||||
9 | Elect Natalia Sanchez Romero | Mgmt | For | For | For | ||||
10 | Ratify Co-Option of Miguel Gonzalez Moreno | Mgmt | For | For | For | ||||
11 | Ratify Co-Option of Isidoro Unda Urzaiz | Mgmt | For | For | For | ||||
12 | Ratify Co-Option of Maria Teresa Costa Campi | Mgmt | For | For | For | ||||
13 | Appointment of Auditor | Mgmt | For | For | For | ||||
14 | Remuneration Report | Mgmt | For | For | For | ||||
15 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Uniphar Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UPR | CINS G9300Z103 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Elect Ger Rabbette | Mgmt | For | For | For | ||||
5 | Elect Tim Dolphin | Mgmt | For | For | For | ||||
6 | Elect Paul Hogan | Mgmt | For | For | For | ||||
7 | Elect Sue Webb | Mgmt | For | For | For | ||||
8 | Elect Jeffrey Berkowitz | Mgmt | For | For | For | ||||
9 | Elect Jim Gaul | Mgmt | For | For | For | ||||
10 | Elect Liz Hoctor | Mgmt | For | For | For | ||||
11 | Elect Maurice Pratt | Mgmt | For | For | For | ||||
12 | Authority to Set Auditor's Fees | Mgmt | For | Against | Against | ||||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
16 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
17 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | ||||
18 | Electronic Communications | Mgmt | For | For | For | ||||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Victrex plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VCT | CINS G9358Y107 | 02/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Remuneration Policy | Mgmt | For | For | For | ||||
4 | Final Dividend | Mgmt | For | For | For | ||||
5 | Elect Ian Melling | Mgmt | For | For | For | ||||
6 | Elect Dame Vivienne Cox | Mgmt | For | For | For | ||||
7 | Elect Jane Toogood | Mgmt | For | For | For | ||||
8 | Elect Janet Ashdown | Mgmt | For | For | For | ||||
9 | Elect Brendan Connolly | Mgmt | For | For | For | ||||
10 | Elect David J. Thomas | Mgmt | For | For | For | ||||
11 | Elect Rosalind C. Rivaz | Mgmt | For | For | For | ||||
12 | Elect Jakob Sigurdsson | Mgmt | For | For | For | ||||
13 | Elect Martin Court | Mgmt | For | For | For | ||||
14 | Share Incentive Plan | Mgmt | For | For | For | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
17 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Virbac | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VIRP | CINS F97900116 | 06/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Mix | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Accounts and Reports; Ratification of Acts; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
6 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
7 | Allocation of Losses/Dividends | Mgmt | For | For | For | ||||
8 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | ||||
9 | Elect Philippe G. H. Capron | Mgmt | For | Against | Against | ||||
10 | Elect OJB Conseil (Olivier Bohuon) | Mgmt | For | Against | Against | ||||
11 | Elect Xavier Yon Consulting Unipessoal Lda (Xavier Yon) as Censor | Mgmt | For | Against | Against | ||||
12 | Elect Rodolphe Durand as Censor | Mgmt | For | Against | Against | ||||
13 | 2022 Remuneration Report (Board of Directors) | Mgmt | For | For | For | ||||
14 | 2022 Remuneration Report (CEO and Deputy CEOs) | Mgmt | For | For | For | ||||
15 | 2022 Remuneration of Marie-Helene Dick-Madelpuech, Chair | Mgmt | For | For | For | ||||
16 | 2022 Remuneration of Sebastien Huron, CEO | Mgmt | For | For | For | ||||
17 | 2022 Remuneration of Habib Ramdani, Deputy CEO | Mgmt | For | For | For | ||||
18 | 2022 Remuneration of Marc Bistuer, Deputy CEO | Mgmt | For | For | For | ||||
19 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | ||||
20 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | ||||
21 | 2023 Remuneration Policy (CEO) | Mgmt | For | Against | Against | ||||
22 | 2023 Remuneration Policy (Habib Ramdani, Deputy CEO) | Mgmt | For | For | For | ||||
23 | 2023 Remuneration Policy (Marc Bistuer, Deputy CEO) | Mgmt | For | For | For | ||||
24 | 2023 Directors' Fees | Mgmt | For | For | For | ||||
25 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
26 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
27 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
VZ Holding AG | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VZN | CINS H9239A111 | 04/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Ratification of Board and Management Acts | Mgmt | For | For | For | ||||
4 | Allocation of Dividends | Mgmt | For | For | For | ||||
5 | Elect Roland Iff | Mgmt | For | Against | Against | ||||
6 | Elect Albrecht Langhart | Mgmt | For | For | For | ||||
7 | Elect Roland Ledergerber | Mgmt | For | For | For | ||||
8 | Elect Olivier de Perregaux | Mgmt | For | For | For | ||||
9 | Elect Matthias Reinhart as Board Chair | Mgmt | For | For | For | ||||
10 | Elect Roland Ledergerber as Compensation Committee Member | Mgmt | For | For | For | ||||
11 | Elect Matthias Reinhart as Compensation Committee Member | Mgmt | For | For | For | ||||
12 | Elect Roland Iff as Compensation Committee Member | Mgmt | For | Against | Against | ||||
13 | Appointment of Independent Proxy | Mgmt | For | For | For | ||||
14 | Appointment of Auditor | Mgmt | For | For | For | ||||
15 | Amendments to Articles (Revision of Company Law) | Mgmt | For | For | For | ||||
16 | Amendments to Articles (Virtual General Meetings) | Mgmt | For | For | For | ||||
17 | Amendments to Articles (Delegation of Management) | Mgmt | For | For | For | ||||
18 | Amendments to Articles (Share Register) | Mgmt | For | For | For | ||||
19 | Amendments to Articles (Universal Meetings) | Mgmt | For | For | For | ||||
20 | Board Compensation | Mgmt | For | For | For | ||||
21 | Executive Compensation (Fixed) | Mgmt | For | For | For | ||||
22 | Executive Compensation (Variable) | Mgmt | For | Against | Against | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Xvivo Perfusion AB | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
XVIVO | CINS W989AP102 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Election of Presiding Chair | Mgmt | For | For | For | ||||
7 | Voting List | Mgmt | For | For | For | ||||
8 | Agenda | Mgmt | For | For | For | ||||
9 | Minutes | Mgmt | For | For | For | ||||
10 | Compliance with the Rules of Convocation | Mgmt | For | For | For | ||||
11 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
12 | Accounts and Reports | Mgmt | For | For | For | ||||
13 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
14 | Ratification of Board and CEO Acts | Mgmt | For | For | For | ||||
15 | Board Size; Number of Auditors | Mgmt | For | For | For | ||||
16 | Elect Gosta Johannesson | Mgmt | For | For | For | ||||
17 | Elect Camilla Oberg | Mgmt | For | For | For | ||||
18 | Elect Lena Hoglund | Mgmt | For | For | For | ||||
19 | Elect Lars Henriksson | Mgmt | For | For | For | ||||
20 | Elect Goran Dellgren | Mgmt | For | For | For | ||||
21 | Elect Erik Stromqvist | Mgmt | For | For | For | ||||
22 | Elect Gosta Johannesson as Chair | Mgmt | For | For | For | ||||
23 | Appointment of Auditor | Mgmt | For | For | For | ||||
24 | Directors and Auditors' Fees | Mgmt | For | For | For | ||||
25 | Approval of Nomination Committee Guidelines | Mgmt | For | For | For | ||||
26 | Remuneration Report | Mgmt | For | For | For | ||||
27 | Amendments to Articles | Mgmt | For | For | For | ||||
28 | Adoption of Share-Based Incentives (SORP 2023) | Mgmt | For | For | For | ||||
29 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
30 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
31 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
Yamabiko Corp | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
6250 | CINS J95558102 | 03/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Elect Hiroshi Kubo | Mgmt | For | For | For | ||||
3 | Elect Yoshiki Kitamura | Mgmt | For | For | For | ||||
4 | Elect Takuo Yoshizaki | Mgmt | For | For | For | ||||
5 | Elect Masanobu Nishi | Mgmt | For | For | For | ||||
6 | Elect Koji Sano | Mgmt | For | For | For | ||||
7 | Elect Yoshiyuki Nogami | Mgmt | For | For | For | ||||
8 | Elect Harunobu Kameyama | Mgmt | For | For | For | ||||
9 | Elect Miki Otaka | Mgmt | For | For | For | ||||
10 | Elect Hiroshi Kaimori as Alternate Statutory Auditor | Mgmt | For | For | For | ||||
YELLOW HAT LTD. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
9882 | CINS J9710D103 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Amendments to Articles | Mgmt | For | For | For | ||||
3 | Elect Yasuo Horie | Mgmt | For | For | For | ||||
4 | Elect Kazuyuki Sato | Mgmt | For | For | For | ||||
5 | Elect Tadasu Shiraishi | Mgmt | For | For | For | ||||
6 | Elect Akio Kimura | Mgmt | For | For | For | ||||
7 | Elect Shiro Saito | Mgmt | For | For | For | ||||
8 | Elect Taeko Kubo | Mgmt | For | For | For | ||||
9 | Elect Chiemi Kanda | Mgmt | For | For | For | ||||
Fund Name : Neuberger Berman Intrinsic Value Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Acadia Healthcare Company, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ACHC | CUSIP 00404A109 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael J. Fucci | Mgmt | For | For | For | ||||
2 | Elect Wade D. Miquelon | Mgmt | For | For | For | ||||
3 | Amendment to the Incentive Compensation Plan | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Accuray Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ARAY | CUSIP 004397105 | 11/10/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Anne B. Le Grand | Mgmt | For | For | For | ||||
2 | Elect Joseph E. Whitters | Mgmt | For | For | For | ||||
3 | Amendment to the 2016 Equity Incentive Plan | Mgmt | For | For | For | ||||
4 | Amendment to the 2007 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Adeia Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ADEA | CUSIP 00676P107 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Paul E. Davis | Mgmt | For | For | For | ||||
2 | Elect V. Sue Molina | Mgmt | For | For | For | ||||
3 | Elect Daniel Moloney | Mgmt | For | For | For | ||||
4 | Elect Tonia O'Connor | Mgmt | For | For | For | ||||
5 | Elect Raghavendra Rau | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
Aercap Holdings N.V. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AER | CUSIP N00985106 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Ratification of Board Acts | Mgmt | For | For | For | ||||
3 | Designation of CFO as Person Temporarily Responsible for Management | Mgmt | For | For | For | ||||
4 | Appointment of Auditor | Mgmt | For | For | For | ||||
5 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
6 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | ||||
7 | Authority to Issue Shares w/ Preemptive Rights in connection with Mergers and Acquisitions | Mgmt | For | For | For | ||||
8 | Authority to Suppress Preemptive Rights (Additional Authority) | Mgmt | For | Against | Against | ||||
9 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
10 | Authority to Repurchase Additional Shares | Mgmt | For | For | For | ||||
11 | Reduction of Capital through Cancelation of Shares | Mgmt | For | For | For | ||||
Amneal Pharmaceuticals, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMRX | CUSIP 03168L105 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Emily Peterson Alva | Mgmt | For | For | For | ||||
2 | Elect Deborah M. Autor | Mgmt | For | For | For | ||||
3 | Elect J. Kevin Buchi | Mgmt | For | For | For | ||||
4 | Elect Jeffrey P. George | Mgmt | For | For | For | ||||
5 | Elect John J. Kiely | Mgmt | For | For | For | ||||
6 | Elect Paul M. Meister | Mgmt | For | For | For | ||||
7 | Elect Ted Nark | Mgmt | For | For | For | ||||
8 | Elect Chintu Patel | Mgmt | For | For | For | ||||
9 | Elect Chirag Patel | Mgmt | For | For | For | ||||
10 | Elect Gautam Patel | Mgmt | For | For | For | ||||
11 | Elect Shlomo Yanai | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Amendment to the 2018 Incentive Award Plan | Mgmt | For | For | For | ||||
Arcosa, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ACA | CUSIP 039653100 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Joseph Alvarado | Mgmt | For | For | For | ||||
2 | Elect Rhys J. Best | Mgmt | For | For | For | ||||
3 | Elect Antonio Carrillo | Mgmt | For | For | For | ||||
4 | Elect Jeffrey A. Craig | Mgmt | For | For | For | ||||
5 | Elect Steven J. Demetriou | Mgmt | For | For | For | ||||
6 | Elect Ronald J. Gafford | Mgmt | For | For | For | ||||
7 | Elect John W. Lindsay | Mgmt | For | For | For | ||||
8 | Elect Kimberly S. Lubel | Mgmt | For | For | For | ||||
9 | Elect Julie A. Piggott | Mgmt | For | For | For | ||||
10 | Elect Melanie M. Trent | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
AtriCure, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ATRC | CUSIP 04963C209 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael H. Carrel | Mgmt | For | For | For | ||||
2 | Elect Regina E. Groves | Mgmt | For | For | For | ||||
3 | Elect B. Kristine Johnson | Mgmt | For | For | For | ||||
4 | Elect Karen N. Prange | Mgmt | For | For | For | ||||
5 | Elect Deborah H. Telman | Mgmt | For | For | For | ||||
6 | Elect Sven A. Wehrwein | Mgmt | For | For | For | ||||
7 | Elect Robert S. White | Mgmt | For | For | For | ||||
8 | Elect Maggie Yuen | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Approval of the 2023 Stock Incentive Plan | Mgmt | For | For | For | ||||
11 | Amendment to the 2018 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Avanos Medical, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AVNS | CUSIP 05350V106 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gary D. Blackford | Mgmt | For | For | For | ||||
2 | Elect John P. Byrnes | Mgmt | For | For | For | ||||
3 | Elect Lisa C. Egbuonu-Davis | Mgmt | For | For | For | ||||
4 | Elect Patrick J. O'Leary | Mgmt | For | For | For | ||||
5 | Elect Julie A. Shimer | Mgmt | For | For | For | ||||
6 | Elect Joseph F. Woody | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Amendment to the 2021 Long Term Incentive Plan | Mgmt | For | For | For | ||||
Avery Dennison Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AVY | CUSIP 053611109 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Bradley A. Alford | Mgmt | For | For | For | ||||
2 | Elect Anthony K. Anderson | Mgmt | For | For | For | ||||
3 | Elect Mitchell R. Butier | Mgmt | For | For | For | ||||
4 | Elect Ken C. Hicks | Mgmt | For | For | For | ||||
5 | Elect Andres A. Lopez | Mgmt | For | For | For | ||||
6 | Elect Francesca Reverberi | Mgmt | For | For | For | ||||
7 | Elect Patrick T. Siewert | Mgmt | For | For | For | ||||
8 | Elect Julia A. Stewart | Mgmt | For | For | For | ||||
9 | Elect Martha N. Sullivan | Mgmt | For | For | For | ||||
10 | Elect William R. Wagner | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Babcock & Wilcox Enterprises, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BW | CUSIP 05614L209 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Repeal of Classified Board | Mgmt | For | For | For | ||||
2 | Elect Alan B. Howe | Mgmt | For | For | For | ||||
3 | Elect Rebecca L. Stahl | Mgmt | For | For | For | ||||
4 | Elect Alan B. Howe | Mgmt | For | For | For | ||||
5 | Elect Rebecca L. Stahl | Mgmt | For | For | For | ||||
6 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Amendment to Articles Regarding the Exculpation of Officers | Mgmt | For | Against | Against | ||||
Banc of California, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BANC | CUSIP 05990K106 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James A. Barker | Mgmt | For | For | For | ||||
2 | Elect Mary A. Curran | Mgmt | For | For | For | ||||
3 | Elect Shannon F. Eusey | Mgmt | For | For | For | ||||
4 | Elect Bonnie G. Hill | Mgmt | For | For | For | ||||
5 | Elect Dennis P. Kalscheur | Mgmt | For | For | For | ||||
6 | Elect Richard J. Lashley | Mgmt | For | For | For | ||||
7 | Elect Joseph J. Rice | Mgmt | For | For | For | ||||
8 | Elect Vania E. Schlogel | Mgmt | For | For | For | ||||
9 | Elect Jonah F. Schnel | Mgmt | For | For | For | ||||
10 | Elect Robert D. Sznewajs | Mgmt | For | For | For | ||||
11 | Elect Andrew Thau | Mgmt | For | For | For | ||||
12 | Elect Jared M. Wolff | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
BankUnited, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BKU | CUSIP 06652K103 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Rajinder P. Singh | Mgmt | For | For | For | ||||
1.2 | Elect Tere Blanca | Mgmt | For | For | For | ||||
1.3 | Elect John N. DiGiacomo | Mgmt | For | For | For | ||||
1.4 | Elect Michael J. Dowling | Mgmt | For | For | For | ||||
1.5 | Elect Douglas J. Pauls | Mgmt | For | For | For | ||||
1.6 | Elect A. Gail Prudenti | Mgmt | For | For | For | ||||
1.7 | Elect William S. Rubenstein | Mgmt | For | For | For | ||||
1.8 | Elect Germaine Smith-Baugh, Ed. D. | Mgmt | For | For | For | ||||
1.9 | Elect Sanjiv Sobti, Ph. D. | Mgmt | For | For | For | ||||
1.10 | Elect Lynne Wines | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Approval of the 2023 Omnibus Equity Incentive Plan | Mgmt | For | For | For | ||||
Bloom Energy Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BE | CUSIP 093712107 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Jeffrey R. Immelt | Mgmt | For | For | For | ||||
1.2 | Elect Eddy Zervigon | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Box, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BOX | CUSIP 10316T104 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Susan P. Barsamian | Mgmt | For | For | For | ||||
2 | Elect Jack R. Lazar | Mgmt | For | For | For | ||||
3 | Elect John I. Park | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Box, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BOX | CUSIP 10316T104 | 07/14/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kimberly L. Hammonds | Mgmt | For | For | For | ||||
2 | Elect Dan Levin | Mgmt | For | For | For | ||||
3 | Elect Bethany J. Mayer | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Bread Financial Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BFH | CUSIP 018581108 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ralph J. Andretta | Mgmt | For | For | For | ||||
2 | Elect Roger H. Ballou | Mgmt | For | For | For | ||||
3 | Elect John C. Gerspach, Jr. | Mgmt | For | For | For | ||||
4 | Elect Rajesh Natarajan | Mgmt | For | For | For | ||||
5 | Elect Timothy J. Theriault | Mgmt | For | For | For | ||||
6 | Elect Laurie A. Tucker | Mgmt | For | For | For | ||||
7 | Elect Sharen J. Turney | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
Caleres, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CAL | CUSIP 129500104 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Lisa A. Flavin | Mgmt | For | For | For | ||||
1.2 | Elect Brenda C. Freeman | Mgmt | For | For | For | ||||
1.3 | Elect Lori H. Greeley | Mgmt | For | For | For | ||||
1.4 | Elect Mahendra R. Gupta | Mgmt | For | For | For | ||||
1.5 | Elect Carla Hendra | Mgmt | For | For | For | ||||
1.6 | Elect Ward M. Klein | Mgmt | For | For | For | ||||
1.7 | Elect Steven W. Korn | Mgmt | For | For | For | ||||
1.8 | Elect Wenda Harris Millard | Mgmt | For | For | For | ||||
1.9 | Elect John W. Schmidt | Mgmt | For | For | For | ||||
1.10 | Elect Diane M. Sullivan | Mgmt | For | For | For | ||||
1.11 | Elect Bruce K. Thorn | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Cannae Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CNNE | CUSIP 13765N107 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Hugh R. Harris | Mgmt | For | For | For | ||||
1.2 | Elect C. Malcolm Holland, III | Mgmt | For | For | For | ||||
1.3 | Elect Mark D. Linehan | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Cardiovascular Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSII | CUSIP 141619106 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Acquisition by Abbott Laboratories | Mgmt | For | For | For | ||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | Against | Against | ||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Cardiovascular Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSII | CUSIP 141619106 | 11/08/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Scott R. Ward | Mgmt | For | For | For | ||||
2 | Elect Kelvin Womack | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
CEVA, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CEVA | CUSIP 157210105 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Bernadette Andrietti | Mgmt | For | For | For | ||||
1.2 | Elect Jaclyn Liu | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Maria Marced | Mgmt | For | For | For | ||||
1.4 | Elect Peter McManamon | Mgmt | For | For | For | ||||
1.5 | Elect Sven-Christer Nilsson | Mgmt | For | For | For | ||||
1.6 | Elect Louis Silver | Mgmt | For | For | For | ||||
1.7 | Elect Gideon Wertheizer | Mgmt | For | For | For | ||||
2 | Amendment to the 2002 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
3 | Amendment to the 2011 Equity Incentive Plan | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Charles River Laboratories International, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRL | CUSIP 159864107 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James C. Foster | Mgmt | For | For | For | ||||
2 | Elect Nancy C. Andrews | Mgmt | For | For | For | ||||
3 | Elect Robert J. Bertolini | Mgmt | For | For | For | ||||
4 | Elect Deborah T. Kochevar | Mgmt | For | For | For | ||||
5 | Elect George Llado, Sr. | Mgmt | For | For | For | ||||
6 | Elect Martin Mackay | Mgmt | For | For | For | ||||
7 | Elect George E. Massaro | Mgmt | For | For | For | ||||
8 | Elect C. Richard Reese | Mgmt | For | For | For | ||||
9 | Elect Craig B. Thompson | Mgmt | For | For | For | ||||
10 | Elect Richard F. Wallman | Mgmt | For | For | For | ||||
11 | Elect Virginia M. Wilson | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Report on Nonhuman Primate Importation and Transportation | ShrHoldr | Against | Against | For | ||||
Chatham Lodging Trust | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CLDT | CUSIP 16208T102 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | �� | ||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Edwin B. Brewer, Jr. | Mgmt | For | For | For | ||||
1.2 | Elect Jeffrey H. Fisher | Mgmt | For | For | For | ||||
1.3 | Elect David J. Grissen | Mgmt | For | For | For | ||||
1.4 | Elect Mary Beth Higgins | Mgmt | For | For | For | ||||
1.5 | Elect Robert Perlmutter | Mgmt | For | For | For | ||||
1.6 | Elect Rolf E. Ruhfus | Mgmt | For | For | For | ||||
1.7 | Elect Ethel Isaacs Williams | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Chico's FAS, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CHS | CUSIP 168615102 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Bonnie R. Brooks | Mgmt | For | For | For | ||||
2 | Elect Janice L. Fields | Mgmt | For | For | For | ||||
3 | Elect Deborah L. Kerr | Mgmt | For | For | For | ||||
4 | Elect Eli M. Kumekpor | Mgmt | For | For | For | ||||
5 | Elect Molly Langenstein | Mgmt | For | For | For | ||||
6 | Elect John J. Mahoney | Mgmt | For | For | For | ||||
7 | Elect Kevin Mansell | Mgmt | For | For | For | ||||
8 | Elect Kim Roy | Mgmt | For | For | For | ||||
9 | Elect David F. Walker | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Amendment to the 2020 Omnibus Stock and Incentive Plan | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Childrens Place Inc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PLCE | CUSIP 168905107 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect John E. Bachman | Mgmt | For | For | For | ||||
2 | Elect Marla Beck | Mgmt | For | For | For | ||||
3 | Elect Elizabeth J. Boland | Mgmt | For | For | For | ||||
4 | Elect Jane T. Elfers | Mgmt | For | For | For | ||||
5 | Elect John A. Frascotti | Mgmt | For | For | For | ||||
6 | Elect Tracey R. Griffin | Mgmt | For | For | For | ||||
7 | Elect Katherine Kountze | Mgmt | For | For | For | ||||
8 | Elect Norman S. Matthews | Mgmt | For | For | For | ||||
9 | Elect Wesley S. McDonald | Mgmt | For | For | For | ||||
10 | Elect Debby Reiner | Mgmt | For | For | For | ||||
11 | Elect Michael Shaffer | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Ciena Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CIEN | CUSIP 171779309 | 03/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Joanne B. Olsen | Mgmt | For | For | For | ||||
2 | Elect Gary B. Smith | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Clean Harbors, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CLH | CUSIP 184496107 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Edward G. Galante | Mgmt | For | For | For | ||||
1.2 | Elect Alison A. Quirk | Mgmt | For | For | For | ||||
1.3 | Elect Shelley Stewart, Jr. | Mgmt | For | For | For | ||||
1.4 | Elect John R. Welch | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Cleveland-Cliffs Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CLF | CUSIP 185899101 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect C. Lourenco Goncalves | Mgmt | For | For | For | ||||
1.2 | Elect Douglas C. Taylor | Mgmt | For | For | For | ||||
1.3 | Elect John T. Baldwin | Mgmt | For | For | For | ||||
1.4 | Elect Robert P. Fisher, Jr. | Mgmt | For | For | For | ||||
1.5 | Elect William K. Gerber | Mgmt | For | For | For | ||||
1.6 | Elect Susan M. Green | Mgmt | For | For | For | ||||
1.7 | Elect Ralph S. Michael, III | Mgmt | For | For | For | ||||
1.8 | Elect Janet L. Miller | Mgmt | For | For | For | ||||
1.9 | Elect Gabriel Stoliar | Mgmt | For | For | For | ||||
1.10 | Elect Arlene M. Yocum | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
CNX Resources Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CNX | CUSIP 12653C108 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert O. Agbede | Mgmt | For | For | For | ||||
2 | Elect J. Palmer Clarkson | Mgmt | For | For | For | ||||
3 | Elect Nicholas J. Deluliis | Mgmt | For | For | For | ||||
4 | Elect Maureen Lally-Green | Mgmt | For | For | For | ||||
5 | Elect Bernard Lanigan, Jr. | Mgmt | For | For | For | ||||
6 | Elect Ian McGuire | Mgmt | For | For | For | ||||
7 | Elect William N. Thorndike, Jr. | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Against | Against | For | ||||
Coherent Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
COHR | CUSIP 19247G107 | 11/16/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Enrico Digirolamo | Mgmt | For | For | For | ||||
2 | Elect David L. Motley | Mgmt | For | For | For | ||||
3 | Elect Shaker Sadasivam | Mgmt | For | For | For | ||||
4 | Elect Lisa Neal-Graves | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Comerica Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CMA | CUSIP 200340107 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nancy Avila | Mgmt | For | For | For | ||||
2 | Elect Michael E. Collins | Mgmt | For | For | For | ||||
3 | Elect Roger A. Cregg | Mgmt | For | For | For | ||||
4 | Elect Curtis C. Farmer | Mgmt | For | For | For | ||||
5 | Elect Jacqueline P. Kane | Mgmt | For | For | For | ||||
6 | Elect Derek J. Kerr | Mgmt | For | For | For | ||||
7 | Elect Richard G. Lindner | Mgmt | For | For | For | ||||
8 | Elect Jennifer H. Sampson | Mgmt | For | For | For | ||||
9 | Elect Barbara R. Smith | Mgmt | For | For | For | ||||
10 | Elect Robert S. Taubman | Mgmt | For | For | For | ||||
11 | Elect Reginald M. Turner, Jr. | Mgmt | For | For | For | ||||
12 | Elect Nina Vaca | Mgmt | For | For | For | ||||
13 | Elect Michael G. Van de Ven | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Conduent Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CNDT | CUSIP 206787103 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Clifford Skelton | Mgmt | For | For | For | ||||
2 | Elect Hunter C. Gary | Mgmt | For | For | For | ||||
3 | Elect Kathy J. Higgins Victor | Mgmt | For | For | For | ||||
4 | Elect Scott Letier | Mgmt | For | For | For | ||||
5 | Elect Jesse A. Lynn | Mgmt | For | For | For | ||||
6 | Elect Steven D. Miller | Mgmt | For | For | For | ||||
7 | Elect Michael Montelongo | Mgmt | For | For | For | ||||
8 | Elect Margarita Palau-Hernandez | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Criteo S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRTO | CUSIP 226718104 | 06/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Rachel Picard | Mgmt | For | For | For | ||||
2 | Elect Nathalie Balla | Mgmt | For | For | For | ||||
3 | Elect Hubert de Pesquidoux | Mgmt | For | For | For | ||||
4 | Ratification of Co-Option of Frederik van der Kooi as Censor | Mgmt | For | For | For | ||||
5 | Elect Frederik van der Kooi | Mgmt | For | For | For | ||||
6 | Appointment of Auditor (Deloitte) | Mgmt | For | For | For | ||||
7 | 2023 Directors' Fees | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||||
10 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||||
11 | Allocation of Losses | Mgmt | For | For | For | ||||
12 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||||
13 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||||
14 | Authority to Cancel Lapsed Shares or Options and Reduce Capital | Mgmt | For | For | For | ||||
15 | Authority to Repurchase and Cancel Shares | Mgmt | For | For | For | ||||
16 | Authority to Grant Stock Options | Mgmt | For | For | For | ||||
17 | Authority to Issue Restricted Shares (RSUs) | Mgmt | For | For | For | ||||
18 | Authority to Issue Performance Shares (PSUs) | Mgmt | For | For | For | ||||
19 | Global Ceiling on Capital Increases For Equity Compensation Plans | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares and/or Convertible Debt w/o Preemptive Rights (Underwriters) | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares and/or Convertible Debt Through Private Placement | Mgmt | For | For | For | ||||
22 | Greenshoe | Mgmt | For | For | For | ||||
23 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||||
24 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
25 | Global Ceiling on Capital Increases and Debt Issuances | Mgmt | For | For | For | ||||
26 | Article Amendment Regarding Censors | Mgmt | For | For | For | ||||
Crown Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CCK | CUSIP 228368106 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Timothy J. Donahue | Mgmt | For | For | For | ||||
1.2 | Elect Richard H. Fearon | Mgmt | For | For | For | ||||
1.3 | Elect Andrea Funk | Mgmt | For | For | For | ||||
1.4 | Elect Stephen J. Hagge | Mgmt | For | For | For | ||||
1.5 | Elect Jesse A. Lynn | Mgmt | For | For | For | ||||
1.6 | Elect James H. Miller | Mgmt | For | For | For | ||||
1.7 | Elect Josef M. Muller | Mgmt | For | For | For | ||||
1.8 | Elect B. Craig Owens | Mgmt | For | For | For | ||||
1.9 | Elect Angela M. Snyder | Mgmt | For | For | For | ||||
1.10 | Elect Caesar F. Sweitzer | Mgmt | For | For | For | ||||
1.11 | Elect Andrew J. Teno | Mgmt | For | For | For | ||||
1.12 | Elect Marsha C. Williams | Mgmt | For | For | For | ||||
1.13 | Elect Dwayne A. Wilson | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Shareholder Proposal Regarding Several Approval Policy | ShrHoldr | Against | For | Against | ||||
CytoSorbents Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CTSO | CUSIP 23283X206 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Phillip Chan | Mgmt | For | For | For | ||||
2 | Elect Edward R. Jones | Mgmt | For | For | For | ||||
3 | Elect Michael G. Bator | Mgmt | For | Against | Against | ||||
4 | Elect Alan D. Sobel | Mgmt | For | For | For | ||||
5 | Elect Jiny Kim | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
Devon Energy Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DVN | CUSIP 25179M103 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Barbara M. Baumann | Mgmt | For | For | For | ||||
1.2 | Elect John E. Bethancourt | Mgmt | For | For | For | ||||
1.3 | Elect Ann G. Fox | Mgmt | For | Withhold | Against | ||||
1.4 | Elect Gennifer F. Kelly | Mgmt | For | For | For | ||||
1.5 | Elect Kelt Kindick | Mgmt | For | For | For | ||||
1.6 | Elect John Krenicki, Jr. | Mgmt | For | For | For | ||||
1.7 | Elect Karl F. Kurz | Mgmt | For | For | For | ||||
1.8 | Elect Michael N. Mears | Mgmt | For | For | For | ||||
1.9 | Elect Robert A. Mosbacher, Jr. | Mgmt | For | For | For | ||||
1.10 | Elect Richard E. Muncrief | Mgmt | For | For | For | ||||
1.11 | Elect Valerie M. Williams | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Exclusive Forum Provision | Mgmt | For | For | For | ||||
6 | Amendment Regarding the Exculpation of Officers | Mgmt | For | Against | Against | ||||
7 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
Dril-Quip, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DRQ | CUSIP 262037104 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jeffrey J. Bird | Mgmt | For | For | For | ||||
2 | Elect John Lovoi | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
EMCORE Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EMKR | CUSIP 290846203 | 03/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Stephen L. Domenik | Mgmt | For | For | For | ||||
2 | Elect Rex S. Jackson | Mgmt | For | For | For | ||||
3 | Elect Jeffrey Rittichier | Mgmt | For | For | For | ||||
4 | Elect Bruce E. Grooms | Mgmt | For | For | For | ||||
5 | Elect Noel Heiks | Mgmt | For | For | For | ||||
6 | Amendment to the 2019 Equity Incentive Plan | Mgmt | For | For | For | ||||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
Enerpac Tool Group Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EPAC | CUSIP 292765104 | 02/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Alfredo Altavilla | Mgmt | For | For | For | ||||
1.2 | Elect Judy L. Altmaier | Mgmt | For | For | For | ||||
1.3 | Elect J. Palmer Clarkson | Mgmt | For | For | For | ||||
1.4 | Elect Danny L. Cunningham | Mgmt | For | For | For | ||||
1.5 | Elect E. James Ferland | Mgmt | For | For | For | ||||
1.6 | Elect Richard D. Holder | Mgmt | For | For | For | ||||
1.7 | Elect Lynn Minella | Mgmt | For | For | For | ||||
1.8 | Elect Sidney S. Simmons | Mgmt | For | For | For | ||||
1.9 | Elect Paul E. Sternlieb | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Entegris, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ENTG | CUSIP 29362U104 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James R. Anderson | Mgmt | For | For | For | ||||
2 | Elect Rodney Clark | Mgmt | For | For | For | ||||
3 | Elect James F. Gentilcore | Mgmt | For | For | For | ||||
4 | Elect Yvette Kanouff | Mgmt | For | For | For | ||||
5 | Elect James P. Lederer | Mgmt | For | For | For | ||||
6 | Elect Bertrand Loy | Mgmt | For | For | For | ||||
7 | Elect Azita Saleki-Gerhardt | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
Haemonetics Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HAE | CUSIP 405024100 | 08/05/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert E. Abernathy | Mgmt | For | For | For | ||||
2 | Elect Catherine M. Burzik | Mgmt | For | For | For | ||||
3 | Elect Michael J. Coyle | Mgmt | For | For | For | ||||
4 | Elect Charles J. Dockendorff | Mgmt | For | For | For | ||||
5 | Elect Lloyd E. Johnson | Mgmt | For | For | For | ||||
6 | Elect Mark W. Kroll | Mgmt | For | For | For | ||||
7 | Elect Claire Pomeroy | Mgmt | For | For | For | ||||
8 | Elect Christopher A. Simon | Mgmt | For | For | For | ||||
9 | Elect Ellen M. Zane | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
Harsco Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HSC | CUSIP 415864107 | 04/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James F. Earl | Mgmt | For | For | For | ||||
2 | Elect Kathy G. Eddy | Mgmt | For | For | For | ||||
3 | Elect David C. Everitt | Mgmt | For | For | For | ||||
4 | Elect F. Nicholas Grasberger, III | Mgmt | For | For | For | ||||
5 | Elect Carolann I. Haznedar | Mgmt | For | For | For | ||||
6 | Elect Timothy M. Laurion | Mgmt | For | For | For | ||||
7 | Elect Edgar M. Purvis, Jr. | Mgmt | For | For | For | ||||
8 | Elect John S. Quinn | Mgmt | For | For | For | ||||
9 | Elect Phillip C. Widman | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Amendment to the 2013 Equity and Incentive Compensation Plan | Mgmt | For | For | For | ||||
Huntington Bancshares Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HBAN | CUSIP 446150104 | 04/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Alanna Y. Cotton | Mgmt | For | For | For | ||||
2 | Elect Ann B. Crane | Mgmt | For | For | For | ||||
3 | Elect Gina D. France | Mgmt | For | For | For | ||||
4 | Elect J. Michael Hochschwender | Mgmt | For | For | For | ||||
5 | Elect Richard H. King | Mgmt | For | For | For | ||||
6 | Elect Katherine M.A. Kline | Mgmt | For | For | For | ||||
7 | Elect Richard W. Neu | Mgmt | For | For | For | ||||
8 | Elect Kenneth J. Phelan | Mgmt | For | For | For | ||||
9 | Elect David L. Porteous | Mgmt | For | For | For | ||||
10 | Elect Roger J. Sit | Mgmt | For | For | For | ||||
11 | Elect Stephen D. Steinour | Mgmt | For | For | For | ||||
12 | Elect Jeffrey L. Tate | Mgmt | For | For | For | ||||
13 | Elect Gary Torgow | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
Innoviz Technologies Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INVZ | CUSIP M5R635108 | 09/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Dan Falk | Mgmt | For | For | For | ||||
2 | Elect Ronit Maor | Mgmt | For | For | For | ||||
3 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
International Game Technology PLC | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
IGT | CUSIP G4863A108 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Elect Massimiliano Chiara | Mgmt | For | Against | Against | ||||
4 | Elect Alberto Dessy | Mgmt | For | For | For | ||||
5 | Elect Marco Drago | Mgmt | For | For | For | ||||
6 | Elect Ashley M. Hunter | Mgmt | For | For | For | ||||
7 | Elect James F. McCann | Mgmt | For | For | For | ||||
8 | Elect Heather McGregor | Mgmt | For | For | For | ||||
9 | Elect Lorenzo Pellicioli | Mgmt | For | For | For | ||||
10 | Elect Maria Pinelli | Mgmt | For | For | For | ||||
11 | Elect Samantha Ravich | Mgmt | For | For | For | ||||
12 | Elect Vincent L. Sadusky | Mgmt | For | For | For | ||||
13 | Elect Marco Sala | Mgmt | For | For | For | ||||
14 | Elect Gianmario Tondato da Ruos | Mgmt | For | For | For | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
17 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Reduction in Revaluation Reserve | Mgmt | For | For | For | ||||
23 | Cancellation of B Ordinary Share (Revaluation Reserve Reduction) | Mgmt | For | For | For | ||||
Itron, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ITRI | CUSIP 465741106 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mary C. Hemmingsen | Mgmt | For | For | For | ||||
2 | Elect Jerome J. Lande | Mgmt | For | For | For | ||||
3 | Elect Frank M. Jaehnert | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Amendment to the 2012 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
KBR, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KBR | CUSIP 48242W106 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark E. Baldwin | Mgmt | For | For | For | ||||
2 | Elect Stuart J. B. Bradie | Mgmt | For | For | For | ||||
3 | Elect Lynn A. Dugle | Mgmt | For | For | For | ||||
4 | Elect Lester L. Lyles | Mgmt | For | For | For | ||||
5 | Elect Sir John A. Manzoni | Mgmt | For | For | For | ||||
6 | Elect Wendy M. Masiello | Mgmt | For | For | For | ||||
7 | Elect Jack B. Moore | Mgmt | For | For | For | ||||
8 | Elect Ann D. Pickard | Mgmt | For | For | For | ||||
9 | Elect Carlos A. Sabater | Mgmt | For | For | For | ||||
10 | Elect Vincent R. Stewart | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Kyndryl Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KD | CUSIP 50155Q100 | 07/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Janina Kugel | Mgmt | For | For | For | ||||
2 | Elect Denis Machuel | Mgmt | For | For | For | ||||
3 | Elect Rahul Merchant | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Amendment to the 2021 Long-Term Performance Plan | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
MACOM Technology Solutions Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MTSI | CUSIP 55405Y100 | 03/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Charles R. Bland | Mgmt | For | Withhold | Against | ||||
1.2 | Elect Stephen G. Daly | Mgmt | For | For | For | ||||
1.3 | Elect Susan Ocampo | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Amendment to Reflect Delaware Law Provisions Regarding Officer Exculpation | Mgmt | For | Against | Against | ||||
Markforged Holding Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MKFG | CUSIP 57064N102 | 06/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Shai Terem | Mgmt | For | For | For | ||||
1.2 | Elect Paul J. Milbury | Mgmt | For | Withhold | Against | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
Mercury Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MRCY | CUSIP 589378108 | 10/26/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect William L. Ballhaus | Mgmt | For | For | For | ||||
2 | Elect Lisa S. Disbrow | Mgmt | For | For | For | ||||
3 | Elect Howard L. Lance | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
5 | Amendment to the 2018 Stock Incentive Plan | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
7 | Transaction of Other Business | Mgmt | For | Against | Against | ||||
Molina Healthcare, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MOH | CUSIP 60855R100 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Barbara L. Brasier | Mgmt | For | For | For | ||||
2 | Elect Daniel Cooperman | Mgmt | For | For | For | ||||
3 | Elect Stephen H. Lockhart | Mgmt | For | For | For | ||||
4 | Elect Steven J. Orlando | Mgmt | For | For | For | ||||
5 | Elect Ronna E. Romney | Mgmt | For | For | For | ||||
6 | Elect Richard M. Schapiro | Mgmt | For | For | For | ||||
7 | Elect Dale B. Wolf | Mgmt | For | For | For | ||||
8 | Elect Richard C. Zoretic | Mgmt | For | For | For | ||||
9 | Elect Joseph M. Zubretsky | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
New Relic, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NEWR | CUSIP 64829B100 | 08/17/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Hope Cochran | Mgmt | For | For | For | ||||
1.2 | Elect Anne DelSanto | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Susan D. Arthur | Mgmt | For | For | For | ||||
1.4 | Elect Phalachandra Bhat | Mgmt | For | For | For | ||||
1.5 | Elect Caroline Watteeuw-Carlisle | Mgmt | For | For | For | ||||
1.6 | Elect Kevin G. Galligan | Mgmt | For | For | For | ||||
1.7 | Elect William Staples | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
nLIGHT, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LASR | CUSIP 65487K100 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Bandel L. Carano | Mgmt | For | For | For | ||||
1.2 | Elect Raymond A. Link | Mgmt | For | For | For | ||||
1.3 | Elect Geoffrey A. Moore | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Oil States International, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OIS | CUSIP 678026105 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lawrence R. Dickerson | Mgmt | For | For | For | ||||
2 | Elect Cindy B. Taylor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Amendment to Allow Exculpation of Officers | Mgmt | For | Against | Against | ||||
OneSpan Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OSPN | CUSIP 68287N100 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Marc C. Boroditsky | Mgmt | For | For | For | ||||
2 | Elect Garry L. Capers | Mgmt | For | Against | Against | ||||
3 | Elect Sarika Garg | Mgmt | For | For | For | ||||
4 | Elect Marianne Johnson | Mgmt | For | For | For | ||||
5 | Elect Michael J. McConnell | Mgmt | For | For | For | ||||
6 | Elect Matthew Moynahan | Mgmt | For | For | For | ||||
7 | Elect Alfred Nietzel | Mgmt | For | For | For | ||||
8 | Elect Marc Zenner | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
OPENLANE, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KAR | CUSIP 48238T109 | 06/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Carmel Galvin | Mgmt | For | For | For | ||||
2 | Elect James P. Hallett | Mgmt | For | For | For | ||||
3 | Elect Mark E. Hill | Mgmt | For | For | For | ||||
4 | Elect J. Mark Howell | Mgmt | For | For | For | ||||
5 | Elect Stefan Jacoby | Mgmt | For | For | For | ||||
6 | Elect Peter Kelly | Mgmt | For | For | For | ||||
7 | Elect Michael T. Kestner | Mgmt | For | For | For | ||||
8 | Elect Sanjeev Mehra | Mgmt | For | For | For | ||||
9 | Elect Mary Ellen Smith | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
OraSure Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OSUR | CUSIP 68554V108 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mara G. Aspinall | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Amendment to the Stock Award Plan | Mgmt | For | Against | Against | ||||
6 | Shareholder Proposal Regarding GHG Targets and Alignment with the Paris Agreement | ShrHoldr | Against | Against | For | ||||
Ormat Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ORA | CUSIP 686688102 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Isaac Angel | Mgmt | For | For | For | ||||
2 | Elect Karin Corfee | Mgmt | For | For | For | ||||
3 | Elect David Granot | Mgmt | For | For | For | ||||
4 | Elect Michal Marom Brikman | Mgmt | For | For | For | ||||
5 | Elect Mike Nikkel | Mgmt | For | For | For | ||||
6 | Elect Dafna Sharir | Mgmt | For | For | For | ||||
7 | Elect Stanley B. Stern | Mgmt | For | For | For | ||||
8 | Elect Hidetake Takahashi | Mgmt | For | For | For | ||||
9 | Elect Byron G. Wong | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
OSI Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OSIS | CUSIP 671044105 | 12/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Deepak Chopra | Mgmt | For | For | For | ||||
1.2 | Elect William F. Ballhaus, Jr. | Mgmt | For | For | For | ||||
1.3 | Elect Kelli Bernard | Mgmt | For | For | For | ||||
1.4 | Elect Gerald Chizever | Mgmt | For | Withhold | Against | ||||
1.5 | Elect James B. Hawkins | Mgmt | For | For | For | ||||
1.6 | Elect Meyer Luskin | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Patterson Companies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PDCO | CUSIP 703395103 | 09/12/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect John D. Buck | Mgmt | For | For | For | ||||
2 | Elect Alex N. Blanco | Mgmt | For | For | For | ||||
3 | Elect Jody H. Feragen | Mgmt | For | For | For | ||||
4 | Elect Robert C. Frenzel | Mgmt | For | For | For | ||||
5 | Elect Philip G.J. McKoy | Mgmt | For | For | For | ||||
6 | Elect Ellen A. Rudnick | Mgmt | For | For | For | ||||
7 | Elect Neil A. Schrimsher | �� | Mgmt | For | For | For | |||
8 | Elect Mark S. Walchirk | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
Patterson-UTI Energy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PTEN | CUSIP 703481101 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Tiffany Thom Cepak | Mgmt | For | For | For | ||||
1.2 | Elect Michael W. Conlon | Mgmt | For | For | For | ||||
1.3 | Elect William Andrew Hendricks, Jr. | Mgmt | For | For | For | ||||
1.4 | Elect Curtis W. Huff | Mgmt | For | For | For | ||||
1.5 | Elect Terry H. Hunt | Mgmt | For | For | For | ||||
1.6 | Elect Cesar Jaime | Mgmt | For | For | For | ||||
1.7 | Elect Janeen S. Judah | Mgmt | For | For | For | ||||
1.8 | Elect Julie J. Robertson | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Amendment to the 2021 Long-Term Incentive Plan | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Ping Identity Holding Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PING | CUSIP 72341T103 | 10/17/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Thoma Bravo Transaction | Mgmt | For | For | For | ||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | ||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Quantum Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
QMCO | CUSIP 747906501 | 08/16/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James J. Lerner | Mgmt | For | For | For | ||||
2 | Elect Marc E. Rothman | Mgmt | For | For | For | ||||
3 | Elect Rebecca Jacoby | Mgmt | For | For | For | ||||
4 | Elect Yue Zhou "Emily" White | Mgmt | For | For | For | ||||
5 | Elect Christopher D. Neumayer | Mgmt | For | For | For | ||||
6 | Increase in Authorized Common Stock | Mgmt | For | For | For | ||||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
Radware Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RDWR | CUSIP M81873107 | 07/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Roy Zisapel | Mgmt | For | For | For | ||||
2 | Elect Naama Zeldis | Mgmt | For | For | For | ||||
3 | Elect Meir Moshe | Mgmt | For | For | For | ||||
4 | Amend Compensation Policy | Mgmt | For | For | For | ||||
5 | Declaration of Material Interest | Mgmt | N/A | For | N/A | ||||
6 | Compensation Terms of CEO | Mgmt | For | For | For | ||||
7 | Declaration of Material Interest | Mgmt | N/A | For | N/A | ||||
8 | Appointment of Auditor | Mgmt | For | For | For | ||||
Rambus Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RMBS | CUSIP 750917106 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Emiko Higashi | Mgmt | For | For | For | ||||
2 | Elect Steven Laub | Mgmt | For | For | For | ||||
3 | Elect Eric B. Stang | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Amendment to the 2015 Equity Incentive Plan | Mgmt | For | For | For | ||||
8 | Amendment to Allow Exculpation of Officers | Mgmt | For | Against | Against | ||||
Resideo Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
REZI | CUSIP 76118Y104 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Roger B. Fradin | Mgmt | For | For | For | ||||
2 | Elect Jay L. Geldmacher | Mgmt | For | For | For | ||||
3 | Elect Paul F. Deninger | Mgmt | For | For | For | ||||
4 | Elect Cynthia L. Hostetler | Mgmt | For | For | For | ||||
5 | Elect Brian Kushner | Mgmt | For | For | For | ||||
6 | Elect Jack R. Lazar | Mgmt | For | For | For | ||||
7 | Elect Nina L. Richardson | Mgmt | For | For | For | ||||
8 | Elect Andrew C. Teich | Mgmt | For | For | For | ||||
9 | Elect Sharon Wienbar | Mgmt | For | For | For | ||||
10 | Elect Kareem Yusuf | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Amendment to the 2018 Stock Incentive Plan | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||||
RLJ Lodging Trust | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RLJ | CUSIP 74965L101 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert L. Johnson | Mgmt | For | For | For | ||||
2 | Elect Leslie D. Hale | Mgmt | For | For | For | ||||
3 | Elect B. Evan Bayh, III | Mgmt | For | For | For | ||||
4 | Elect Arthur R. Collins | Mgmt | For | For | For | ||||
5 | Elect Nathaniel A. Davis | Mgmt | For | For | For | ||||
6 | Elect Patricia L. Gibson | Mgmt | For | For | For | ||||
7 | Elect Robert M. La Forgia | Mgmt | For | For | For | ||||
8 | Elect Robert J. McCarthy | Mgmt | For | For | For | ||||
9 | Elect Robin Zeigler | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
SeaWorld Entertainment, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SEAS | CUSIP 81282V100 | 06/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ronald Bension | Mgmt | For | Against | Against | ||||
2 | Elect James P. Chambers | Mgmt | For | For | For | ||||
3 | Elect William Gray | Mgmt | For | For | For | ||||
4 | Elect Timothy Hartnett | Mgmt | For | For | For | ||||
5 | Elect Yoshikazu Maruyama | Mgmt | For | For | For | ||||
6 | Elect Thomas E. Moloney | Mgmt | For | For | For | ||||
7 | Elect Neha Jogani Narang | Mgmt | For | Against | Against | ||||
8 | Elect Scott I. Ross | Mgmt | For | For | For | ||||
9 | Elect Kimberly K. Schaefer | Mgmt | For | Against | Against | ||||
10 | Ratification of Auditor | Mgmt | For | Abstain | Against | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Standard BioTools Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LAB | CUSIP 34385P108 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Michael Egholm | Mgmt | For | For | For | ||||
1.2 | Elect Fenel M. Eloi | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Amendment to the 2011 Equity Incentive Plan | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Stericycle, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SRCL | CUSIP 858912108 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert S. Murley | Mgmt | For | For | For | ||||
2 | Elect Cindy J. Miller | Mgmt | For | For | For | ||||
3 | Elect Brian P. Anderson | Mgmt | For | For | For | ||||
4 | Elect Lynn Dorsey Bleil | Mgmt | For | Against | Against | ||||
5 | Elect Thomas F. Chen | Mgmt | For | For | For | ||||
6 | Elect Victoria Dolan | Mgmt | For | For | For | ||||
7 | Elect Naren K. Gursahaney | Mgmt | For | For | For | ||||
8 | Elect Jesse Joel Hackney, Jr. | Mgmt | For | For | For | ||||
9 | Elect Stephen C. Hooley | Mgmt | For | For | For | ||||
10 | Elect James L. Welch | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | For | Against | ||||
15 | Shareholder Proposal Regarding Compensation in the Event of a Change in Control | ShrHoldr | Against | Against | For | ||||
Stratasys, Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SSYS | CUSIP M85548101 | 09/15/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Dov Ofer | Mgmt | For | For | For | ||||
2 | Elect S. Scott Crump | Mgmt | For | For | For | ||||
3 | Elect John J. McEleney | Mgmt | For | For | For | ||||
4 | Elect Ziva Patir | Mgmt | For | For | For | ||||
5 | Elect David Reis | Mgmt | For | For | For | ||||
6 | Elect Michael Schoellhorn | Mgmt | For | For | For | ||||
7 | Elect Yair Seroussi | Mgmt | For | For | For | ||||
8 | Elect Adina Shorr | Mgmt | For | For | For | ||||
9 | Approval of the 2022 Share Incentive Plan | Mgmt | For | For | For | ||||
10 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
TechnipFMC plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FTI | CUSIP G87110105 | 04/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Douglas J. Pferdehirt | Mgmt | For | For | For | ||||
2 | Elect Claire S. Farley | Mgmt | For | For | For | ||||
3 | Elect Eleazar de Carvalho Filho | Mgmt | For | Against | Against | ||||
4 | Elect Robert G. Gwin | Mgmt | For | For | For | ||||
5 | Elect John C.G. O'Leary | Mgmt | For | For | For | ||||
6 | Elect Margareth Ovrum | Mgmt | For | For | For | ||||
7 | Elect Kay G. Priestly | Mgmt | For | For | For | ||||
8 | Elect John Yearwood | Mgmt | For | For | For | ||||
9 | Elect Sophie Zurquiyah | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Remuneration Report | Mgmt | For | For | For | ||||
12 | U.K. Annual Accounts and Reports | Mgmt | For | For | For | ||||
13 | Ratification of U.S. Auditor | Mgmt | For | For | For | ||||
14 | Re-appointment of U.K. Auditor | Mgmt | For | For | For | ||||
15 | U.K. Statutory Auditor Fees | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
Teledyne Technologies Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TDY | CUSIP 879360105 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kenneth C. Dahlberg | Mgmt | For | For | For | ||||
2 | Elect Michelle A. Kumbier | Mgmt | For | For | For | ||||
3 | Elect Robert A. Malone | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Tempur Sealy International, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TPX | CUSIP 88023U101 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Evelyn S. Dilsaver | Mgmt | For | For | For | ||||
2 | Elect Simon John Dyer | Mgmt | For | For | For | ||||
3 | Elect Cathy R. Gates | Mgmt | For | For | For | ||||
4 | Elect John A. Heil | Mgmt | For | For | For | ||||
5 | Elect Meredith Siegfried Madden | Mgmt | For | For | For | ||||
6 | Elect Richard W. Neu | Mgmt | For | For | For | ||||
7 | Elect Scott L. Thompson | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Tetra Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TTI | CUSIP 88162F105 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark E. Baldwin | Mgmt | For | For | For | ||||
2 | Elect Thomas R. Bates, Jr. | Mgmt | For | For | For | ||||
3 | Elect Christian A. Garcia | Mgmt | For | For | For | ||||
4 | Elect John F. Glick | Mgmt | For | For | For | ||||
5 | Elect Gina A. Luna | Mgmt | For | For | For | ||||
6 | Elect Brady M. Murphy | Mgmt | For | For | For | ||||
7 | Elect Sharon B. McGee | Mgmt | For | For | For | ||||
8 | Elect Shawn D. Williams | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Amendment to the 2018 Equity Incentive Plan | Mgmt | For | For | For | ||||
12 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
13 | Amendment to Articles Regarding Officer Exculpation | Mgmt | For | Against | Against | ||||
14 | Permit Shareholders to Call Special Meetings | Mgmt | For | For | For | ||||
15 | Amended and Restated Certificate of Incorporation | Mgmt | For | For | For | ||||
16 | Approval of the Tax Benefits Preservation Plan | Mgmt | For | For | For | ||||
17 | Ratification of Auditor | Mgmt | For | For | For | ||||
18 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
Texas Capital Bancshares, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TCBI | CUSIP 88224Q107 | 04/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Paola M. Arbour | Mgmt | For | For | For | ||||
2 | Elect Jonathan E. Baliff | Mgmt | For | For | For | ||||
3 | Elect James H. Browning | Mgmt | For | For | For | ||||
4 | Elect Rob C. Holmes | Mgmt | For | For | For | ||||
5 | Elect David S. Huntley | Mgmt | For | For | For | ||||
6 | Elect Charles S. Hyle | Mgmt | For | For | For | ||||
7 | Elect Thomas E. Long | Mgmt | For | For | For | ||||
8 | Elect Elysia Holt Ragusa | Mgmt | For | For | For | ||||
9 | Elect Steven P. Rosenberg | Mgmt | For | For | For | ||||
10 | Elect Robert W. Stallings | Mgmt | For | For | For | ||||
11 | Elect Dale W. Tremblay | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
The Hain Celestial Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HAIN | CUSIP 405217100 | 11/17/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard A. Beck | Mgmt | For | For | For | ||||
2 | Elect Celeste A. Clark | Mgmt | For | For | For | ||||
3 | Elect R. Dean Hollis | Mgmt | For | For | For | ||||
4 | Elect Shervin J. Korangy | Mgmt | For | For | For | ||||
5 | Elect Mark Schiller | Mgmt | For | For | For | ||||
6 | Elect Michael B. Sims | Mgmt | For | For | For | ||||
7 | Elect Carlyn R. Taylor | Mgmt | For | For | For | ||||
8 | Elect Dawn M. Zier | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Approval of the 2022 Long-Term Incentive and Stock Award Plan | Mgmt | For | For | For | ||||
The ODP Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ODP | CUSIP 88337F105 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Quincy L. Allen | Mgmt | For | For | For | ||||
2 | Elect Kristin A. Campbell | Mgmt | For | For | For | ||||
3 | Elect Marcus Dunlop | Mgmt | For | For | For | ||||
4 | Elect Cynthia T. Jamison | Mgmt | For | For | For | ||||
5 | Elect Shashank Samant | Mgmt | For | For | For | ||||
6 | Elect Wendy L. Schoppert | Mgmt | For | Against | Against | ||||
7 | Elect Gerry P. Smith | Mgmt | For | For | For | ||||
8 | Elect David M. Szymanski | Mgmt | For | For | For | ||||
9 | Elect Joseph Vassalluzzo | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
TreeHouse Foods, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
THS | CUSIP 89469A104 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Scott D. Ostfeld | Mgmt | For | For | For | ||||
2 | Elect Jean E. Spence | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Repeal of Classified Board | Mgmt | For | For | For | ||||
7 | Amendment to the Equity and Incentive Plan | Mgmt | For | For | For | ||||
Twin Disc, Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TWIN | CUSIP 901476101 | 10/27/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect John H. Batten | Mgmt | For | For | For | ||||
1.2 | Elect Juliann Larimer | Mgmt | For | For | For | ||||
1.3 | Elect Kevin M. Olsen | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Unisys Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UIS | CUSIP 909214306 | 05/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Peter A. Altabef | Mgmt | For | For | For | ||||
2 | Elect Nathaniel A. Davis | Mgmt | For | Against | Against | ||||
3 | Elect Matthew J. Desch | Mgmt | For | Against | Against | ||||
4 | Elect Philippe Germond | Mgmt | For | Against | Against | ||||
5 | Elect Deborah Lee James | Mgmt | For | Against | Against | ||||
6 | Elect John A. Kritzmacher | Mgmt | For | For | For | ||||
7 | Elect Paul E. Martin | Mgmt | For | Against | Against | ||||
8 | Elect Regina Paolillo | Mgmt | For | Against | Against | ||||
9 | Elect Troy K. Richardson | Mgmt | For | Against | Against | ||||
10 | Elect Lee D. Roberts | Mgmt | For | For | For | ||||
11 | Elect Roxanne Taylor | Mgmt | For | Against | Against | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Approval of 2023 Long-Term Incentive Plan | Mgmt | For | For | For | ||||
Valmont Industries, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VMI | CUSIP 920253101 | 04/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Mogens C. Bay | Mgmt | For | For | For | ||||
1.2 | Elect Ritu C. Favre | Mgmt | For | For | For | ||||
1.3 | Elect Richard A. Lanoha | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Varex Imaging Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VREX | CUSIP 92214X106 | 02/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kathleen L. Bardwell | Mgmt | For | For | For | ||||
2 | Elect Jocelyn D. Chertoff | Mgmt | For | For | For | ||||
3 | Elect Timothy E. Guertin | Mgmt | For | For | For | ||||
4 | Elect Jay K. Kunkel | Mgmt | For | For | For | ||||
5 | Elect Walter M Rosebrough, Jr. | Mgmt | For | For | For | ||||
6 | Elect Sunny S. Sanyal | Mgmt | For | For | For | ||||
7 | Elect Christine A. Tsingos | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
Varonis Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VRNS | CUSIP 922280102 | 06/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Yakov Faitelson | Mgmt | For | For | For | ||||
1.2 | Elect Thomas F. Mendoza | Mgmt | For | For | For | ||||
1.3 | Elect Avrohom J. Kess | Mgmt | For | For | For | ||||
1.4 | Elect Ohad Korkus | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Approval of the Omnibus Equity Incentive Plan | Mgmt | For | For | For | ||||
Veeco Instruments Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VECO | CUSIP 922417100 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Kathleen A. Bayless | Mgmt | For | For | For | ||||
1.2 | Elect Gordon Hunter | Mgmt | For | For | For | ||||
1.3 | Elect Lena Nicolaides | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Verint Systems Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VRNT | CUSIP 92343X100 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Dan Bodner | Mgmt | For | For | For | ||||
1.2 | Elect Linda M. Crawford | Mgmt | For | For | For | ||||
1.3 | Elect John R. Egan | Mgmt | For | For | For | ||||
1.4 | Elect Reid French | Mgmt | For | For | For | ||||
1.5 | Elect Stephen Gold | Mgmt | For | For | For | ||||
1.6 | Elect William Kurtz | Mgmt | For | For | For | ||||
1.7 | Elect Andrew D. Miller | Mgmt | For | For | For | ||||
1.8 | Elect Richard Nottenburg | Mgmt | For | For | For | ||||
1.9 | Elect Kristen Robinson | Mgmt | For | For | For | ||||
1.10 | Elect Yvette Smith | Mgmt | For | For | For | ||||
1.11 | Elect Jason Wright | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Approval of the 2023 Long-Term Stock Incentive Plan | Mgmt | For | For | For | ||||
Viasat, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VSAT | CUSIP 92552V100 | 09/01/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard A. Baldridge | Mgmt | For | For | For | ||||
2 | Elect James Bridenstine | Mgmt | For | For | For | ||||
3 | Elect Sean Pak | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Amendment to the 1996 Equity Participation Plan | Mgmt | For | For | For | ||||
Viavi Solutions Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VIAV | CUSIP 925550105 | 11/09/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard E. Belluzzo | Mgmt | For | For | For | ||||
2 | Elect Keith L. Barnes | Mgmt | For | For | For | ||||
3 | Elect Laura Black | Mgmt | For | For | For | ||||
4 | Elect Tor R. Braham | Mgmt | For | For | For | ||||
5 | Elect Timothy Campos | Mgmt | For | For | For | ||||
6 | Elect Donald A. Colvin | Mgmt | For | For | For | ||||
7 | Elect Masood A. Jabbar | Mgmt | For | For | For | ||||
8 | Elect Oleg Khaykin | Mgmt | For | For | For | ||||
9 | Elect Joanne Soloman | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Vistra Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VST | CUSIP 92840M102 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Scott B. Helm | Mgmt | For | For | For | ||||
2 | Elect Hilary E. Ackermann | Mgmt | For | For | For | ||||
3 | Elect Arcilia C. Acosta | Mgmt | For | For | For | ||||
4 | Elect Gavin R. Baiera | Mgmt | For | For | For | ||||
5 | Elect Paul M. Barbas | Mgmt | For | For | For | ||||
6 | Elect James A. Burke | Mgmt | For | For | For | ||||
7 | Elect Lisa Crutchfield | Mgmt | For | For | For | ||||
8 | Elect Brian K. Ferraioli | Mgmt | For | For | For | ||||
9 | Elect Jeff D. Hunter | Mgmt | For | For | For | ||||
10 | Elect Julie Lagacy | Mgmt | For | For | For | ||||
11 | Elect John R. Sult | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Wix.com Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WIX | CUSIP M98068105 | 12/19/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Avishai Abrahami | Mgmt | For | For | For | ||||
2 | Elect Diane Greene | Mgmt | For | For | For | ||||
3 | Elect Mark Tluszcz | Mgmt | For | For | For | ||||
4 | Compensation Policy - Executives | Mgmt | For | Against | Against | ||||
5 | Confirmation of Non-Controlling Shareholder | Mgmt | N/A | For | N/A | ||||
6 | Compensation Policy - Directors | Mgmt | For | For | For | ||||
7 | Confirmation of Non-Controlling Shareholder | Mgmt | N/A | For | N/A | ||||
8 | NED Compensation Plan | Mgmt | For | For | For | ||||
9 | Option Exchange of Non-Executive Employees | Mgmt | For | Against | Against | ||||
10 | Appointment of Auditor | Mgmt | For | For | For | ||||
Xperi Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
XPER | CUSIP 98423J101 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Darcy Antonellis | Mgmt | For | Against | Against | ||||
2 | Elect Laura J. Durr | Mgmt | For | Against | Against | ||||
3 | Elect David C. Habiger | Mgmt | For | For | For | ||||
4 | Elect Jon E. Kirchner | Mgmt | For | For | For | ||||
5 | Elect Christopher A. Seams | Mgmt | For | Against | Against | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Fund Name : Neuberger Berman Large Cap Value Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
3M Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MMM | CUSIP 88579Y101 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Thomas K. Brown | Mgmt | For | For | For | ||||
2 | Elect Anne H. Chow | Mgmt | For | For | For | ||||
3 | Elect David B. Dillon | Mgmt | For | For | For | ||||
4 | Elect Michael L. Eskew | Mgmt | For | For | For | ||||
5 | Elect James R. Fitterling | Mgmt | For | For | For | ||||
6 | Elect Amy E. Hood | Mgmt | For | For | For | ||||
7 | Elect Suzan Kereere | Mgmt | For | For | For | ||||
8 | Elect Gregory R. Page | Mgmt | For | For | For | ||||
9 | Elect Pedro J. Pizarro | Mgmt | For | For | For | ||||
10 | Elect Michael F. Roman | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Air Products and Chemicals, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APD | CUSIP 009158106 | 01/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Tonit M. Calaway | Mgmt | For | Against | Against | ||||
2 | Elect Charles I. Cogut | Mgmt | For | For | For | ||||
3 | Elect Lisa A. Davis | Mgmt | For | For | For | ||||
4 | Elect Seifollah Ghasemi | Mgmt | For | For | For | ||||
5 | Elect David H. Y. Ho | Mgmt | For | For | For | ||||
6 | Elect Edward L. Monser | Mgmt | For | For | For | ||||
7 | Elect Matthew H. Paull | Mgmt | For | For | For | ||||
8 | Elect Wayne T. Smith | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
Alcoa Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AA | CUSIP 013872106 | 05/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steven W. Williams | Mgmt | For | For | For | ||||
2 | Elect Mary Anne Citrino | Mgmt | For | For | For | ||||
3 | Elect Pasquale (Pat) Fiore | Mgmt | For | For | For | ||||
4 | Elect Thomas (Tom) J. Gorman | Mgmt | For | For | For | ||||
5 | Elect Roy C. Harvey | Mgmt | For | For | For | ||||
6 | Elect James A. Hughes | Mgmt | For | For | For | ||||
7 | Elect Carol L. Roberts | Mgmt | For | For | For | ||||
8 | Elect Jackson (Jackie) P. Roberts | Mgmt | For | For | For | ||||
9 | Elect Ernesto Zedillo Ponce de Leon | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
Alibaba Group Holding Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BABA | CUSIP 01609W102 | 09/30/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Daniel Yong ZHANG | Mgmt | For | For | For | ||||
2 | Elect Jerry YANG Chih-Yuan | Mgmt | For | For | For | ||||
3 | Elect Wan Ling Martello | Mgmt | For | For | For | ||||
4 | Elect SHAN Weijian | Mgmt | For | For | For | ||||
5 | Elect Irene LEE Yun Lien | Mgmt | For | For | For | ||||
6 | Elect Albert NG Kong Ping | Mgmt | For | For | For | ||||
7 | Appointment of Auditor | Mgmt | For | For | For | ||||
American Electric Power Company, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AEP | CUSIP 025537101 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nicholas K. Akins | Mgmt | For | For | For | ||||
2 | Elect J. Barnie Beasley, Jr. | Mgmt | For | For | For | ||||
3 | Elect Benjamin G.S. Fowke III | Mgmt | For | For | For | ||||
4 | Elect Art A. Garcia | Mgmt | For | For | For | ||||
5 | Elect Linda A. Goodspeed | Mgmt | For | For | For | ||||
6 | Elect Donna A. James | Mgmt | For | For | For | ||||
7 | Elect Sandra Beach Lin | Mgmt | For | For | For | ||||
8 | Elect Margaret M. McCarthy | Mgmt | For | For | For | ||||
9 | Elect Oliver G. Richard, III | Mgmt | For | For | For | ||||
10 | Elect Daryl Roberts | Mgmt | For | For | For | ||||
11 | Elect Julia A. Sloat | Mgmt | For | For | For | ||||
12 | Elect Sara Martinez Tucker | Mgmt | For | For | For | ||||
13 | Elect Lewis Von Thaer | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
AMGEN Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMGN | CUSIP 031162100 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Wanda M. Austin | Mgmt | For | For | For | ||||
2 | Elect Robert A. Bradway | Mgmt | For | For | For | ||||
3 | Elect Michael V. Drake | Mgmt | For | For | For | ||||
4 | Elect Brian J. Druker | Mgmt | For | For | For | ||||
5 | Elect Robert A. Eckert | Mgmt | For | For | For | ||||
6 | Elect Greg C. Garland | Mgmt | For | For | For | ||||
7 | Elect Charles M. Holley, Jr. | Mgmt | For | For | For | ||||
8 | Elect S. Omar Ishrak | Mgmt | For | For | For | ||||
9 | Elect Tyler Jacks | Mgmt | For | For | For | ||||
10 | Elect Ellen J. Kullman | Mgmt | For | For | For | ||||
11 | Elect Amy E. Miles | Mgmt | For | For | For | ||||
12 | Elect Ronald D. Sugar | Mgmt | For | For | For | ||||
13 | Elect R. Sanders Williams | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
Aon plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AON | CUSIP G0408V102 | 06/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lester B. Knight | Mgmt | For | For | For | ||||
2 | Elect Gregory C. Case | Mgmt | For | For | For | ||||
3 | Elect CAI Jinyong | Mgmt | For | For | For | ||||
4 | Elect Jeffrey C. Campbell | Mgmt | For | For | For | ||||
5 | Elect Fulvio Conti | Mgmt | For | For | For | ||||
6 | Elect Cheryl A. Francis | Mgmt | For | For | For | ||||
7 | Elect Adriana Karaboutis | Mgmt | For | For | For | ||||
8 | Elect Richard C. Notebaert | Mgmt | For | For | For | ||||
9 | Elect Gloria Santona | Mgmt | For | For | For | ||||
10 | Elect Sarah E. Smith | Mgmt | For | For | For | ||||
11 | Elect Byron O. Spruell | Mgmt | For | For | For | ||||
12 | Elect Carolyn Y. Woo | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Appointment of Statutory Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Statutory Auditor's Fees | Mgmt | For | For | For | ||||
18 | Amendment to the 2011 Incentive Plan | Mgmt | For | For | For | ||||
Apollo Global Management, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APO | CUSIP 03769M106 | 10/07/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Marc A. Beilinson | Mgmt | For | For | For | ||||
1.2 | Elect James R. Belardi | Mgmt | For | For | For | ||||
1.3 | Elect Jessica M. Bibliowicz | Mgmt | For | For | For | ||||
1.4 | Elect Walter Clayton | Mgmt | For | For | For | ||||
1.5 | Elect Michael E. Ducey | Mgmt | For | For | For | ||||
1.6 | Elect Richard P. Emerson | Mgmt | For | For | For | ||||
1.7 | Elect Kerry Murphy Healey | Mgmt | For | For | For | ||||
1.8 | Elect Mitra Hormozi | Mgmt | For | For | For | ||||
1.9 | Elect Pamela J. Joyner | Mgmt | For | For | For | ||||
1.10 | Elect Scott M. Kleinman | Mgmt | For | For | For | ||||
1.11 | Elect Alvin B. Krongard | Mgmt | For | For | For | ||||
1.12 | Elect Pauline D.E. Richards | Mgmt | For | Withhold | Against | ||||
1.13 | Elect Marc Rowan | Mgmt | For | For | For | ||||
1.14 | Elect David Simon | Mgmt | For | For | For | ||||
1.15 | Elect Lynn C. Swann | Mgmt | For | For | For | ||||
1.16 | Elect James C. Zelter | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | Against | Against | ||||
Bank of America Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BAC | CUSIP 060505583 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Sharon L. Allen | Mgmt | For | For | For | ||||
2 | Elect Jose E. Almeida | Mgmt | For | For | For | ||||
3 | Elect Frank P. Bramble, Sr. | Mgmt | For | For | For | ||||
4 | Elect Pierre J. P. de Weck | Mgmt | For | For | For | ||||
5 | Elect Arnold W. Donald | Mgmt | For | For | For | ||||
6 | Elect Linda P. Hudson | Mgmt | For | For | For | ||||
7 | Elect Monica C. Lozano | Mgmt | For | For | For | ||||
8 | Elect Brian T. Moynihan | Mgmt | For | For | For | ||||
9 | Elect Lionel L. Nowell, III | Mgmt | For | For | For | ||||
10 | Elect Denise L. Ramos | Mgmt | For | For | For | ||||
11 | Elect Clayton S. Rose | Mgmt | For | For | For | ||||
12 | Elect Michael D. White | Mgmt | For | For | For | ||||
13 | Elect Thomas D. Woods | Mgmt | For | For | For | ||||
14 | Elect Maria T. Zuber | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
17 | Ratification of Auditor | Mgmt | For | For | For | ||||
18 | Amendment to the Bank of America Corporation Equity Plan | Mgmt | For | For | For | ||||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Absolute GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
24 | Shareholder Proposal Regarding a Racial Equity Audit | ShrHoldr | Against | Against | For | ||||
Barrick Gold Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ABX | CUSIP 067901108 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect D. Mark Bristow | Mgmt | For | For | For | ||||
1.2 | Elect Helen Cai | Mgmt | For | For | For | ||||
1.3 | Elect Gustavo A. Cisneros | Mgmt | For | For | For | ||||
1.4 | Elect Christopher L. Coleman | Mgmt | For | For | For | ||||
1.5 | Elect Isela Costantini | Mgmt | For | For | For | ||||
1.6 | Elect J. Michael Evans | Mgmt | For | For | For | ||||
1.7 | Elect Brian L. Greenspun | Mgmt | For | For | For | ||||
1.8 | Elect J. Brett Harvey | Mgmt | For | For | For | ||||
1.9 | Elect Anne Kabagambe | Mgmt | For | For | For | ||||
1.10 | Elect Andrew J. Quinn | Mgmt | For | For | For | ||||
1.11 | Elect Loreto Silva | Mgmt | For | For | For | ||||
1.12 | Elect John L. Thornton | Mgmt | For | For | For | ||||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Berkshire Hathaway Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BRKA | CUSIP 084670702 | 05/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Warren E. Buffett | Mgmt | For | For | For | ||||
1.2 | Elect Charles T. Munger | Mgmt | For | For | For | ||||
1.3 | Elect Gregory E. Abel | Mgmt | For | For | For | ||||
1.4 | Elect Howard G. Buffett | Mgmt | For | For | For | ||||
1.5 | Elect Susan A. Buffett | Mgmt | For | For | For | ||||
1.6 | Elect Stephen B. Burke | Mgmt | For | For | For | ||||
1.7 | Elect Kenneth I. Chenault | Mgmt | For | For | For | ||||
1.8 | Elect Christopher C. Davis | Mgmt | For | For | For | ||||
1.9 | Elect Susan L. Decker | Mgmt | For | For | For | ||||
1.10 | Elect Charlotte Guyman | Mgmt | For | For | For | ||||
1.11 | Elect Ajit Jain | Mgmt | For | For | For | ||||
1.12 | Elect Thomas S. Murphy, Jr. | Mgmt | For | For | For | ||||
1.13 | Elect Ronald L. Olson | Mgmt | For | For | For | ||||
1.14 | Elect Wallace R. Weitz | Mgmt | For | For | For | ||||
1.15 | Elect Meryl B. Witmer | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
4 | Shareholder Proposal Regarding Climate Report | ShrHoldr | Against | For | Against | ||||
5 | Shareholder Proposal Regarding Disclosure and Oversight of Climate Change Risks | ShrHoldr | Against | Against | For | ||||
6 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | ShrHoldr | Against | Against | For | ||||
7 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | ||||
8 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
9 | Shareholder Proposal Regarding Public Positions on Political Speech | ShrHoldr | Against | Against | For | ||||
Biogen Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BIIB | CUSIP 09062X103 | 06/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Alexander J. Denner | Mgmt | For | Abstain | Against | ||||
2 | Elect Caroline D. Dorsa | Mgmt | For | For | For | ||||
3 | Elect Maria C. Freire | Mgmt | For | For | For | ||||
4 | Elect William A. Hawkins | Mgmt | For | For | For | ||||
5 | Elect William D. Jones | Mgmt | For | Abstain | Against | ||||
6 | Elect Jesus B. Mantas | Mgmt | For | For | For | ||||
7 | Elect Richard C. Mulligan | Mgmt | For | Abstain | Against | ||||
8 | Elect Eric K. Rowinsky | Mgmt | For | For | For | ||||
9 | Elect Stephen A. Sherwin | Mgmt | For | For | For | ||||
10 | Elect Christopher A. Viehbacher | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Elect Susan K. Langer | Mgmt | For | For | For | ||||
Boston Scientific Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BSX | CUSIP 101137107 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nelda J. Connors | Mgmt | For | For | For | ||||
2 | Elect Charles J. Dockendorff | Mgmt | For | For | For | ||||
3 | Elect Yoshiaki Fujimori | Mgmt | For | For | For | ||||
4 | Elect Edward J. Ludwig | Mgmt | For | For | For | ||||
5 | Elect Michael F. Mahoney | Mgmt | For | For | For | ||||
6 | Elect David J. Roux | Mgmt | For | For | For | ||||
7 | Elect John E. Sununu | Mgmt | For | For | For | ||||
8 | Elect David S. Wichmann | Mgmt | For | For | For | ||||
9 | Elect Ellen M. Zane | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Bristol-Myers Squibb Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BMY | CUSIP 110122108 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Peter J. Arduini | Mgmt | For | For | For | ||||
2 | Elect Deepak L. Bhatt | Mgmt | For | For | For | ||||
3 | Elect Giovanni Caforio | Mgmt | For | For | For | ||||
4 | Elect Julia A. Haller | Mgmt | For | For | For | ||||
5 | Elect Manuel Hidalgo Medina | Mgmt | For | For | For | ||||
6 | Elect Paula A. Price | Mgmt | For | For | For | ||||
7 | Elect Derica W. Rice | Mgmt | For | For | For | ||||
8 | Elect Theodore R. Samuels, II | Mgmt | For | For | For | ||||
9 | Elect Gerald Storch | Mgmt | For | For | For | ||||
10 | Elect Karen H. Vousden | Mgmt | For | For | For | ||||
11 | Elect Phyllis R. Yale | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
16 | Shareholder Proposal Regarding Non-Discrimination Audit | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
Caterpillar Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CAT | CUSIP 149123101 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kelly A. Ayotte | Mgmt | For | For | For | ||||
2 | Elect David L. Calhoun | Mgmt | For | For | For | ||||
3 | Elect Daniel M. Dickinson | Mgmt | For | For | For | ||||
4 | Elect James C. Fish, Jr. | Mgmt | For | For | For | ||||
5 | Elect Gerald Johnson | Mgmt | For | For | For | ||||
6 | Elect David W. MacLennan | Mgmt | For | For | For | ||||
7 | Elect Judith F. Marks | Mgmt | For | For | For | ||||
8 | Elect Debra L. Reed-Klages | Mgmt | For | For | For | ||||
9 | Elect Susan C. Schwab | Mgmt | For | For | For | ||||
10 | Elect D. James Umpleby III | Mgmt | For | For | For | ||||
11 | Elect Rayford Wilkins Jr. | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Approval of the 2023 Long-Term Incentive Plan | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Effectiveness of Due Diligence Process | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | ||||
Chevron Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CVX | CUSIP 166764100 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Wanda M. Austin | Mgmt | For | For | For | ||||
2 | Elect John B. Frank | Mgmt | For | For | For | ||||
3 | Elect Alice P. Gast | Mgmt | For | For | For | ||||
4 | Elect Enrique Hernandez, Jr. | Mgmt | For | For | For | ||||
5 | Elect Marillyn A. Hewson | Mgmt | For | For | For | ||||
6 | Elect Jon M. Huntsman Jr. | Mgmt | For | For | For | ||||
7 | Elect Charles W. Moorman | Mgmt | For | For | For | ||||
8 | Elect Dambisa F. Moyo | Mgmt | For | For | For | ||||
9 | Elect Debra L. Reed-Klages | Mgmt | For | For | For | ||||
10 | Elect D. James Umpleby III | Mgmt | For | For | For | ||||
11 | Elect Cynthia J. Warner | Mgmt | For | For | For | ||||
12 | Elect Michael K. Wirth | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Recalculated Emissions Baseline | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | For | Against | ||||
21 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
23 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Citigroup Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
C | CUSIP 172967424 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ellen M. Costello | Mgmt | For | For | For | ||||
2 | Elect Grace E. Dailey | Mgmt | For | For | For | ||||
3 | Elect Barbara J. Desoer | Mgmt | For | For | For | ||||
4 | Elect John C. Dugan | Mgmt | For | For | For | ||||
5 | Elect Jane N. Fraser | Mgmt | For | For | For | ||||
6 | Elect Duncan P. Hennes | Mgmt | For | For | For | ||||
7 | Elect Peter B. Henry | Mgmt | For | For | For | ||||
8 | Elect S. Leslie Ireland | Mgmt | For | For | For | ||||
9 | Elect Renee J. James | Mgmt | For | For | For | ||||
10 | Elect Gary M. Reiner | Mgmt | For | For | For | ||||
11 | Elect Diana L. Taylor | Mgmt | For | For | For | ||||
12 | Elect James S. Turley | Mgmt | For | For | For | ||||
13 | Elect Casper W. von Koskull | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Amendment to the 2019 Stock Incentive Plan | Mgmt | For | For | For | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
18 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Report on Human Rights Standards for Indigenous Peoples | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
CME Group Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CME | CUSIP 12572Q105 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Terrence A. Duffy | Mgmt | For | For | For | ||||
2 | Elect Kathryn Benesh | Mgmt | For | For | For | ||||
3 | Elect Timothy S. Bitsberger | Mgmt | For | For | For | ||||
4 | Elect Charles P. Carey | Mgmt | For | For | For | ||||
5 | Elect Bryan T. Durkin | Mgmt | For | For | For | ||||
6 | Elect Harold Ford Jr. | Mgmt | For | For | For | ||||
7 | Elect Martin J. Gepsman | Mgmt | For | For | For | ||||
8 | Elect Larry G. Gerdes | Mgmt | For | For | For | ||||
9 | Elect Daniel R. Glickman | Mgmt | For | For | For | ||||
10 | Elect Daniel G. Kaye | Mgmt | For | For | For | ||||
11 | Elect Phyllis M. Lockett | Mgmt | For | For | For | ||||
12 | Elect Deborah J. Lucas | Mgmt | For | For | For | ||||
13 | Elect Terry L. Savage | Mgmt | For | For | For | ||||
14 | Elect Rahael Seifu | Mgmt | For | For | For | ||||
15 | Elect William R. Shepard | Mgmt | For | For | For | ||||
16 | Elect Howard J. Siegel | Mgmt | For | For | For | ||||
17 | Elect Dennis A. Suskind | Mgmt | For | For | For | ||||
18 | Ratification of Auditor | Mgmt | For | For | For | ||||
19 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
20 | Advisory vote on the frequency of future advisory votes on executive compensation: please vote on this resolution to approve 1 year | Mgmt | 1 Year | 1 Year | For | ||||
Comcast Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CMCSA | CUSIP 20030N101 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Kenneth J. Bacon | Mgmt | For | For | For | ||||
1.2 | Elect Thomas J. Baltimore, Jr. | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Madeline S. Bell | Mgmt | For | For | For | ||||
1.4 | Elect Edward D. Breen | Mgmt | For | For | For | ||||
1.5 | Elect Gerald L. Hassell | Mgmt | For | For | For | ||||
1.6 | Elect Jeffrey A. Honickman | Mgmt | For | For | For | ||||
1.7 | Elect Maritza Gomez Montiel | Mgmt | For | For | For | ||||
1.8 | Elect Asuka Nakahara | Mgmt | For | For | For | ||||
1.9 | Elect David C. Novak | Mgmt | For | For | For | ||||
1.10 | Elect Brian L. Roberts | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Approval of the 2023 Omnibus Equity Incentive Plan | Mgmt | For | For | For | ||||
4 | Amendment to the 2002 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | For | Against | ||||
8 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Against | Against | For | ||||
9 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | ||||
10 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
11 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
ConocoPhillips | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
COP | CUSIP 20825C104 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Dennis Victor Arriola | Mgmt | For | For | For | ||||
2 | Elect Jody L. Freeman | Mgmt | For | For | For | ||||
3 | Elect Gay Huey Evans | Mgmt | For | For | For | ||||
4 | Elect Jeffrey A. Joerres | Mgmt | For | For | For | ||||
5 | Elect Ryan M. Lance | Mgmt | For | For | For | ||||
6 | Elect Timothy A. Leach | Mgmt | For | For | For | ||||
7 | Elect William H. McRaven | Mgmt | For | For | For | ||||
8 | Elect Sharmila Mulligan | Mgmt | For | For | For | ||||
9 | Elect Eric D. Mullins | Mgmt | For | For | For | ||||
10 | Elect Arjun N. Murti | Mgmt | For | For | For | ||||
11 | Elect Robert A. Niblock | Mgmt | For | For | For | ||||
12 | Elect David T. Seaton | Mgmt | For | For | For | ||||
13 | Elect R. A. Walker | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | N/A | 1 Year | N/A | ||||
17 | Permit Shareholders to Call Special Meetings | Mgmt | For | For | For | ||||
18 | Approval of the 2023 Omnibus Stock and Performance Incentive Plan | Mgmt | For | For | For | ||||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | ShrHoldr | Against | Against | For | ||||
Constellation Brands, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STZ | CUSIP 21036P108 | 07/19/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Jennifer M. Daniels | Mgmt | For | For | For | ||||
1.2 | Elect Jerry Fowden | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Jose Manuel Madero Garza | Mgmt | For | For | For | ||||
1.4 | Elect Daniel J. McCarthy | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Constellation Brands, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STZ | CUSIP 21036P108 | 11/09/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Reclassification of Common Stock | Mgmt | For | For | For | ||||
2 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Cummins Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CMI | CUSIP 231021106 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect N. Thomas Linebarger | Mgmt | For | For | For | ||||
2 | Elect Jennifer W. Rumsey | Mgmt | For | For | For | ||||
3 | Elect Gary L Belske | Mgmt | For | For | For | ||||
4 | Elect Robert J. Bernhard | Mgmt | For | For | For | ||||
5 | Elect Bruno V. Di Leo Allen | Mgmt | For | For | For | ||||
6 | Elect Stephen B. Dobbs | Mgmt | For | For | For | ||||
7 | Elect Carla A. Harris | Mgmt | For | For | For | ||||
8 | Elect Thomas J. Lynch | Mgmt | For | For | For | ||||
9 | Elect William I. Miller | Mgmt | For | For | For | ||||
10 | Elect Georgia R. Nelson | Mgmt | For | For | For | ||||
11 | Elect Kimberly A. Nelson | Mgmt | For | For | For | ||||
12 | Elect Karen H. Quintos | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | Against | Against | ||||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Plan to Link Executive Compensation to 1.5C Aligned GHG Reductions | ShrHoldr | Against | Against | For | ||||
Danaher Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DHR | CUSIP 235851102 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Rainer M. Blair | Mgmt | For | For | For | ||||
2 | Elect Feroz Dewan | Mgmt | For | For | For | ||||
3 | Elect Linda P. Hefner Filler | Mgmt | For | For | For | ||||
4 | Elect Teri L. List | Mgmt | For | For | For | ||||
5 | Elect Walter G. Lohr, Jr. | Mgmt | For | For | For | ||||
6 | Elect Jessica L. Mega | Mgmt | For | For | For | ||||
7 | Elect Mitchell P. Rales | Mgmt | For | For | For | ||||
8 | Elect Steven M. Rales | Mgmt | For | For | For | ||||
9 | Elect Pardis C. Sabeti | Mgmt | For | For | For | ||||
10 | Elect A. Shane Sanders | Mgmt | For | For | For | ||||
11 | Elect John T. Schwieters | Mgmt | For | For | For | ||||
12 | Elect Alan G. Spoon | Mgmt | For | For | For | ||||
13 | Elect Raymond C. Stevens | Mgmt | For | For | For | ||||
14 | Elect Elias A. Zerhouni | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | ||||
DTE Energy Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DTE | CUSIP 233331107 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect David A. Brandon | Mgmt | For | For | For | ||||
1.2 | Elect Charles G. McClure, Jr. | Mgmt | For | For | For | ||||
1.3 | Elect Gail J. McGovern | Mgmt | For | For | For | ||||
1.4 | Elect Mark A. Murray | Mgmt | For | For | For | ||||
1.5 | Elect Gerardo Norcia | Mgmt | For | For | For | ||||
1.6 | Elect Robert C. Skaggs, Jr. | Mgmt | For | For | For | ||||
1.7 | Elect David A. Thomas | Mgmt | For | For | For | ||||
1.8 | Elect Gary Torgow | Mgmt | For | For | For | ||||
1.9 | Elect James H. Vandenberghe | Mgmt | For | For | For | ||||
1.10 | Elect Valerie M. Williams | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Bylaw Amendment Regarding Ownership Threshold for Shareholders to Call a Special Meeting | Mgmt | For | For | For | ||||
6 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
7 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||||
Duke Energy Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DUK | CUSIP 26441C204 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Derrick Burks | Mgmt | For | For | For | ||||
2 | Elect Annette K. Clayton | Mgmt | For | For | For | ||||
3 | Elect Theodore F. Craver, Jr. | Mgmt | For | For | For | ||||
4 | Elect Robert M. Davis | Mgmt | For | For | For | ||||
5 | Elect Caroline D. Dorsa | Mgmt | For | For | For | ||||
6 | Elect W. Roy Dunbar | Mgmt | For | For | For | ||||
7 | Elect Nicholas C. Fanandakis | Mgmt | For | For | For | ||||
8 | Elect Lynn J. Good | Mgmt | For | For | For | ||||
9 | Elect John T. Herron | Mgmt | For | For | For | ||||
10 | Elect Idalene F. Kesner | Mgmt | For | For | For | ||||
11 | Elect E. Marie McKee | Mgmt | For | For | For | ||||
12 | Elect Michael J. Pacilio | Mgmt | For | For | For | ||||
13 | Elect Thomas E. Skains | Mgmt | For | For | For | ||||
14 | Elect William E. Webster, Jr. | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
18 | Approval of the 2023 Long-Term Incentive Plan | Mgmt | For | For | For | ||||
19 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | N/A | For | N/A | ||||
20 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Against | Against | For | ||||
Emerson Electric Co. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EMR | CUSIP 291011104 | 02/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Martin S. Craighead | Mgmt | For | For | For | ||||
2 | Elect Gloria A. Flach | Mgmt | For | For | For | ||||
3 | Elect Mathew S. Levatich | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Estee Lauder Cos., Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EL | CUSIP 518439104 | 11/18/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ronald S. Lauder | Mgmt | For | For | For | ||||
2 | Elect William P. Lauder | Mgmt | For | For | For | ||||
3 | Elect Richard D. Parsons | Mgmt | For | For | For | ||||
4 | Elect Lynn Forester de Rothschild | Mgmt | For | For | For | ||||
5 | Elect Jennifer Tejada | Mgmt | For | Withhold | Against | ||||
6 | Elect Richard F. Zannino | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Exelon Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EXC | CUSIP 30161N101 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Anthony K. Anderson | Mgmt | For | For | For | ||||
2 | Elect W. Paul Bowers | Mgmt | For | For | For | ||||
3 | Elect Calvin G. Butler, Jr. | Mgmt | For | For | For | ||||
4 | Elect Marjorie Rodgers Cheshire | Mgmt | For | For | For | ||||
5 | Elect Linda P. Jojo | Mgmt | For | For | For | ||||
6 | Elect Charisse Lillie | Mgmt | For | For | For | ||||
7 | Elect Matthew Rogers | Mgmt | For | For | For | ||||
8 | Elect John F. Young | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Exxon Mobil Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
XOM | CUSIP 30231G102 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael J. Angelakis | Mgmt | For | For | For | ||||
2 | Elect Susan K. Avery | Mgmt | For | For | For | ||||
3 | Elect Angela F. Braly | Mgmt | For | For | For | ||||
4 | Elect Gregory J. Goff | Mgmt | For | For | For | ||||
5 | Elect John D. Harris II | Mgmt | For | For | For | ||||
6 | Elect Kaisa H. Hietala | Mgmt | For | For | For | ||||
7 | Elect Joseph L. Hooley | Mgmt | For | For | For | ||||
8 | Elect Steven A. Kandarian | Mgmt | For | For | For | ||||
9 | Elect Alexander A. Karsner | Mgmt | For | For | For | ||||
10 | Elect Lawrence W. Kellner | Mgmt | For | For | For | ||||
11 | Elect Jeffrey W. Ubben | Mgmt | For | For | For | ||||
12 | Elect Darren W. Woods | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Carbon Capture and Storage | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Methane Emission Disclosures | ShrHoldr | Against | For | Against | ||||
20 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Guyanese Operations | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Recalculated Emissions Baseline | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | ShrHoldr | Against | Against | For | ||||
24 | Shareholder Proposal Regarding Addressing Virgin Plastic Demand | ShrHoldr | Against | Against | For | ||||
25 | Shareholder Proposal Regarding Environmental Litigation | ShrHoldr | Against | Against | For | ||||
26 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
27 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | For | Against | ||||
28 | Shareholder Proposal Regarding Report on Exploration and Production in the Arctic Refuge | ShrHoldr | Against | Abstain | N/A | ||||
Franco-Nevada Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FNV | CUSIP 351858105 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect David Harquail | Mgmt | For | For | For | ||||
2 | Elect Paul Brink | Mgmt | For | For | For | ||||
3 | Elect Tom Albanese | Mgmt | For | For | For | ||||
4 | Elect Derek W. Evans | Mgmt | For | For | For | ||||
5 | Elect Catharine Farrow | Mgmt | For | For | For | ||||
6 | Elect Maureen Jensen | Mgmt | For | For | For | ||||
7 | Elect Jennifer Maki | Mgmt | For | For | For | ||||
8 | Elect Randall Oliphant | Mgmt | For | For | For | ||||
9 | Elect Jacques Perron | Mgmt | For | For | For | ||||
10 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Freeport-McMoRan Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FCX | CUSIP 35671D857 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect David P. Abney | Mgmt | For | For | For | ||||
2 | Elect Richard C. Adkerson | Mgmt | For | For | For | ||||
3 | Elect Marcela E. Donadio | Mgmt | For | For | For | ||||
4 | Elect Robert W. Dudley | Mgmt | For | For | For | ||||
5 | Elect Hugh Grant | Mgmt | For | For | For | ||||
6 | Elect Lydia H. Kennard | Mgmt | For | For | For | ||||
7 | Elect Ryan M. Lance | Mgmt | For | For | For | ||||
8 | Elect Sara Grootwassink Lewis | Mgmt | For | For | For | ||||
9 | Elect Dustan E. McCoy | Mgmt | For | For | For | ||||
10 | Elect Kathleen L. Quirk | Mgmt | For | For | For | ||||
11 | Elect John J. Stephens | Mgmt | For | For | For | ||||
12 | Elect Frances F. Townsend | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
General Electric Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GE | CUSIP 369604301 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Stephen F. Angel | Mgmt | For | For | For | ||||
2 | Elect Sebastien Bazin | Mgmt | For | For | For | ||||
3 | Elect H. Lawrence Culp, Jr. | Mgmt | For | For | For | ||||
4 | Elect Edward Garden | Mgmt | For | For | For | ||||
5 | Elect Isabella D. Goren | Mgmt | For | For | For | ||||
6 | Elect Thomas Horton | Mgmt | For | For | For | ||||
7 | Elect Catherine Lesjak | Mgmt | For | For | For | ||||
8 | Elect Darren W. McDew | Mgmt | For | For | For | ||||
9 | Elect Paula Rosput Reynolds | Mgmt | For | For | For | ||||
10 | Elect Jessica Uhl | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
15 | Shareholder Proposal Regarding Sale of Company | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Audited Report of Net Zero 2050 Goal | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Audited Report on Net Zero Emissions by 2050 Scenario Analysis | ShrHoldr | Against | Against | For | ||||
General Mills, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GIS | CUSIP 370334104 | 09/27/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect R. Kerry Clark | Mgmt | For | For | For | ||||
2 | Elect David M. Cordani | Mgmt | For | For | For | ||||
3 | Elect C. Kim Goodwin | Mgmt | For | For | For | ||||
4 | Elect Jeffrey L. Harmening | Mgmt | For | For | For | ||||
5 | Elect Maria G. Henry | Mgmt | For | For | For | ||||
6 | Elect Jo Ann Jenkins | Mgmt | For | For | For | ||||
7 | Elect Elizabeth C. Lempres | Mgmt | For | For | For | ||||
8 | Elect Diane L. Neal | Mgmt | For | For | For | ||||
9 | Elect Stephen A. Odland | Mgmt | For | For | For | ||||
10 | Elect Maria A. Sastre | Mgmt | For | For | For | ||||
11 | Elect Eric D. Sprunk | Mgmt | For | For | For | ||||
12 | Elect Jorge A. Uribe | Mgmt | For | For | For | ||||
13 | Approval of the 2022 Stock Compensation Plan | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
17 | Shareholder Proposal Regarding Report on Plastic Packaging | ShrHoldr | Against | Against | For | ||||
Gilead Sciences, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GILD | CUSIP 375558103 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jacqueline K. Barton | Mgmt | For | For | For | ||||
2 | Elect Jeffrey A. Bluestone | Mgmt | For | For | For | ||||
3 | Elect Sandra J. Horning | Mgmt | For | For | For | ||||
4 | Elect Kelly A. Kramer | Mgmt | For | For | For | ||||
5 | Elect Kevin E. Lofton | Mgmt | For | For | For | ||||
6 | Elect Harish Manwani | Mgmt | For | For | For | ||||
7 | Elect Daniel P. O'Day | Mgmt | For | For | For | ||||
8 | Elect Javier J. Rodriguez | Mgmt | For | For | For | ||||
9 | Elect Anthony Welters | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Multiple Board Nominees | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
Honeywell International Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HON | CUSIP 438516106 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Darius Adamczyk | Mgmt | For | For | For | ||||
2 | Elect Duncan B. Angove | Mgmt | For | For | For | ||||
3 | Elect William S. Ayer | Mgmt | For | For | For | ||||
4 | Elect Kevin Burke | Mgmt | For | For | For | ||||
5 | Elect D. Scott Davis | Mgmt | For | For | For | ||||
6 | Elect Deborah Flint | Mgmt | For | For | For | ||||
7 | Elect Vimal Kapur | Mgmt | For | For | For | ||||
8 | Elect Rose Lee | Mgmt | For | For | For | ||||
9 | Elect Grace D. Lieblein | Mgmt | For | For | For | ||||
10 | Elect Robin L. Washington | Mgmt | For | For | For | ||||
11 | Elect Robin Watson | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
16 | Shareholder Proposal Regarding Environmental and Health Impact Report | ShrHoldr | Against | Against | For | ||||
Humana Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HUM | CUSIP 444859102 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Raquel C. Bono | Mgmt | For | For | For | ||||
2 | Elect Bruce Broussard | Mgmt | For | For | For | ||||
3 | Elect Frank A. D'Amelio | Mgmt | For | For | For | ||||
4 | Elect David T. Feinberg | Mgmt | For | For | For | ||||
5 | Elect Wayne A.I. Frederick | Mgmt | For | For | For | ||||
6 | Elect John W. Garratt | Mgmt | For | For | For | ||||
7 | Elect Kurt J. Hilzinger | Mgmt | For | For | For | ||||
8 | Elect Karen W. Katz | Mgmt | For | For | For | ||||
9 | Elect Marcy S. Klevorn | Mgmt | For | For | For | ||||
10 | Elect William J. McDonald | Mgmt | For | For | For | ||||
11 | Elect Jorge S. Mesquita | Mgmt | For | For | For | ||||
12 | Elect Brad D. Smith | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
International Business Machines Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
IBM | CUSIP 459200101 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Thomas Buberl | Mgmt | For | For | For | ||||
2 | Elect David N. Farr | Mgmt | For | For | For | ||||
3 | Elect Alex Gorsky | Mgmt | For | For | For | ||||
4 | Elect Michelle Howard | Mgmt | For | For | For | ||||
5 | Elect Arvind Krishna | Mgmt | For | For | For | ||||
6 | Elect Andrew N. Liveris | Mgmt | For | For | For | ||||
7 | Elect F. William McNabb, III | Mgmt | For | For | For | ||||
8 | Elect Martha E. Pollack | Mgmt | For | For | For | ||||
9 | Elect Joseph R. Swedish | Mgmt | For | For | For | ||||
10 | Elect Peter R. Voser | Mgmt | For | For | For | ||||
11 | Elect Frederick H. Waddell | Mgmt | For | For | For | ||||
12 | Elect Alfred W. Zollar | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
17 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Report on Effectiveness of Workplace Sexual Harassment and Discrimination Policies | ShrHoldr | Against | Against | For | ||||
Johnson & Johnson | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
JNJ | CUSIP 478160104 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Darius Adamczyk | Mgmt | For | For | For | ||||
2 | Elect Mary C. Beckerle | Mgmt | For | For | For | ||||
3 | Elect D. Scott Davis | Mgmt | For | For | For | ||||
4 | Elect Jennifer A. Doudna | Mgmt | For | For | For | ||||
5 | Elect Joaquin Duato | Mgmt | For | For | For | ||||
6 | Elect Marillyn A. Hewson | Mgmt | For | For | For | ||||
7 | Elect Paula A. Johnson | Mgmt | For | For | For | ||||
8 | Elect Hubert Joly | Mgmt | For | For | For | ||||
9 | Elect Mark B. McClellan | Mgmt | For | For | For | ||||
10 | Elect Anne Mulcahy | Mgmt | For | For | For | ||||
11 | Elect Mark A. Weinberger | Mgmt | For | For | For | ||||
12 | Elect Nadja Y. West | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Adoption of Mandatory Arbitration Bylaw | ShrHoldr | Against | Abstain | N/A | ||||
17 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | ShrHoldr | Against | Abstain | N/A | ||||
19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
Johnson Controls International plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
JCI | CUSIP G51502105 | 03/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jean S. Blackwell | Mgmt | For | For | For | ||||
2 | Elect Pierre E. Cohade | Mgmt | For | For | For | ||||
3 | Elect Michael E. Daniels | Mgmt | For | For | For | ||||
4 | Elect W. Roy Dunbar | Mgmt | For | For | For | ||||
5 | Elect Gretchen R. Haggerty | Mgmt | For | For | For | ||||
6 | Elect Ayesha Khanna | Mgmt | For | For | For | ||||
7 | Elect Simone Menne | Mgmt | For | For | For | ||||
8 | Elect George R. Oliver | Mgmt | For | For | For | ||||
9 | Elect Carl Jurgen Tinggren | Mgmt | For | For | For | ||||
10 | Elect Mark P. Vergnano | Mgmt | For | For | For | ||||
11 | Elect John D. Young | Mgmt | For | For | For | ||||
12 | Appointment of Auditor | Mgmt | For | For | For | ||||
13 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
14 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
15 | Authorize Price Range at which the Company Can Re-Allot Treasury Shares | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
JPMorgan Chase & Co. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
JPM | CUSIP 46625H100 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Linda B. Bammann | Mgmt | For | For | For | ||||
2 | Elect Stephen B. Burke | Mgmt | For | For | For | ||||
3 | Elect Todd A. Combs | Mgmt | For | For | For | ||||
4 | Elect James S. Crown | Mgmt | For | For | For | ||||
5 | Elect Alicia Boler Davis | Mgmt | For | For | For | ||||
6 | Elect James Dimon | Mgmt | For | For | For | ||||
7 | Elect Timothy P. Flynn | Mgmt | For | For | For | ||||
8 | Elect Alex Gorsky | Mgmt | For | For | For | ||||
9 | Elect Mellody Hobson | Mgmt | For | For | For | ||||
10 | Elect Michael A. Neal | Mgmt | For | For | For | ||||
11 | Elect Phebe N. Novakovic | Mgmt | For | For | For | ||||
12 | Elect Virginia M. Rometty | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Revision of Committee Charter to Include Oversight of Animal Welfare | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Right to Call Special Meetings by Beneficial Owners | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | ShrHoldr | Against | Against | For | ||||
Keurig Dr Pepper Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KDP | CUSIP 49271V100 | 06/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert J. Gamgort | Mgmt | For | For | For | ||||
2 | Elect Oray Boston | Mgmt | For | For | For | ||||
3 | Elect Olivier Goudet | Mgmt | For | For | For | ||||
4 | Elect Peter Harf | Mgmt | For | For | For | ||||
5 | Elect Juliette Hickman | Mgmt | For | For | For | ||||
6 | Elect Paul S. Michaels | Mgmt | For | For | For | ||||
7 | Elect Pamela H. Patsley | Mgmt | For | For | For | ||||
8 | Elect Lubomira Rochet | Mgmt | For | For | For | ||||
9 | Elect Debra A. Sandler | Mgmt | For | For | For | ||||
10 | Elect Robert S. Singer | Mgmt | For | For | For | ||||
11 | Elect Larry D. Young | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Lockheed Martin Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LMT | CUSIP 539830109 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Daniel F. Akerson | Mgmt | For | For | For | ||||
2 | Elect David B. Burritt | Mgmt | For | For | For | ||||
3 | Elect Bruce A. Carlson | Mgmt | For | For | For | ||||
4 | Elect John Donovan | Mgmt | For | For | For | ||||
5 | Elect Joseph Dunford Jr. | Mgmt | For | For | For | ||||
6 | Elect James O. Ellis, Jr. | Mgmt | For | For | For | ||||
7 | Elect Thomas J. Falk | Mgmt | For | For | For | ||||
8 | Elect Ilene S. Gordon | Mgmt | For | For | For | ||||
9 | Elect Vicki A. Hollub | Mgmt | For | For | For | ||||
10 | Elect Jeh C. Johnson | Mgmt | For | For | For | ||||
11 | Elect Debra L. Reed-Klages | Mgmt | For | For | For | ||||
12 | Elect James D. Taiclet | Mgmt | For | For | For | ||||
13 | Elect Patricia E. Yarrington | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Report on Human Rights Impact Assessments | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | ShrHoldr | Against | For | Against | ||||
McDonald's Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MCD | CUSIP 580135101 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Anthony G. Capuano | Mgmt | For | For | For | ||||
2 | Elect Kareem Daniel | Mgmt | For | For | For | ||||
3 | Elect Lloyd H. Dean | Mgmt | For | For | For | ||||
4 | Elect Catherine Engelbert | Mgmt | For | For | For | ||||
5 | Elect Margaret H. Georgiadis | Mgmt | For | For | For | ||||
6 | Elect Enrique Hernandez, Jr. | Mgmt | For | For | For | ||||
7 | Elect Christopher Kempczinski | Mgmt | For | For | For | ||||
8 | Elect Richard H. Lenny | Mgmt | For | For | For | ||||
9 | Elect John Mulligan | Mgmt | For | For | For | ||||
10 | Elect Jennifer Taubert | Mgmt | For | For | For | ||||
11 | Elect Paul S. Walsh | Mgmt | For | For | For | ||||
12 | Elect Amy Weaver | Mgmt | For | For | For | ||||
13 | Elect Miles D. White | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Policy on Use of Medically-Important Antibiotics in the Beef and Pork Supply Chain | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Compliance With WHO Guidelines on Medically-Important Antimicrobials in Supply Chain | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Transparency Report on Global Public Policy And Political Influence | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Disclosure of Animal Welfare Indicators | ShrHoldr | Against | Against | For | ||||
Merck & Co., Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MRK | CUSIP 58933Y105 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Douglas M. Baker, Jr. | Mgmt | For | For | For | ||||
2 | Elect Mary Ellen Coe | Mgmt | For | For | For | ||||
3 | Elect Pamela J. Craig | Mgmt | For | For | For | ||||
4 | Elect Robert M. Davis | Mgmt | For | For | For | ||||
5 | Elect Thomas H. Glocer | Mgmt | For | For | For | ||||
6 | Elect Risa Lavizzo-Mourey | Mgmt | For | For | For | ||||
7 | Elect Stephen L. Mayo | Mgmt | For | For | For | ||||
8 | Elect Paul B. Rothman | Mgmt | For | For | For | ||||
9 | Elect Patricia F. Russo | Mgmt | For | For | For | ||||
10 | Elect Christine E. Seidman | Mgmt | For | For | For | ||||
11 | Elect Inge G. Thulin | Mgmt | For | For | For | ||||
12 | Elect Kathy J. Warden | Mgmt | For | For | For | ||||
13 | Elect Peter C. Wendell | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
MetLife, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MET | CUSIP 59156R108 | 06/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Cheryl W. Grise | Mgmt | For | For | For | ||||
2 | Elect Carlos M. Gutierrez | Mgmt | For | For | For | ||||
3 | Elect Carla A. Harris | Mgmt | For | For | For | ||||
4 | Elect Gerald L. Hassell | Mgmt | For | For | For | ||||
5 | Elect David L. Herzog | Mgmt | For | For | For | ||||
6 | Elect R. Glenn Hubbard | Mgmt | For | For | For | ||||
7 | Elect Jeh C. Johnson | Mgmt | For | For | For | ||||
8 | Elect Edward J. Kelly, III | Mgmt | For | For | For | ||||
9 | Elect William E. Kennard | Mgmt | For | For | For | ||||
10 | Elect Michel A. Khalaf | Mgmt | For | For | For | ||||
11 | Elect Catherine R. Kinney | Mgmt | For | For | For | ||||
12 | Elect Diana L. McKenzie | Mgmt | For | For | For | ||||
13 | Elect Denise M. Morrison | Mgmt | For | For | For | ||||
14 | Elect Mark A. Weinberger | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Mondelez International, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MDLZ | CUSIP 609207105 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lewis W.K. Booth | Mgmt | For | For | For | ||||
2 | Elect Charles E. Bunch | Mgmt | For | Against | Against | ||||
3 | Elect Ertharin Cousin | Mgmt | For | For | For | ||||
4 | Elect Jorge S. Mesquita | Mgmt | For | For | For | ||||
5 | Elect Anindita Mukherjee | Mgmt | For | For | For | ||||
6 | Elect Jane Hamilton Nielsen | Mgmt | For | For | For | ||||
7 | Elect Patrick T. Siewert | Mgmt | For | For | For | ||||
8 | Elect Michael A. Todman | Mgmt | For | For | For | ||||
9 | Elect Dirk Van de Put | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
14 | Shareholder Proposal Regarding Cage-Free Eggs | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Report on Child Labor in Cocoa Supply Chain | ShrHoldr | Against | Against | For | ||||
Morgan Stanley | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MS | CUSIP 617446448 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Alistair Darling | Mgmt | For | For | For | ||||
2 | Elect Thomas H. Glocer | Mgmt | For | For | For | ||||
3 | Elect James P. Gorman | Mgmt | For | For | For | ||||
4 | Elect Robert H. Herz | Mgmt | For | For | For | ||||
5 | Elect Erika H. James | Mgmt | For | For | For | ||||
6 | Elect Hironori Kamezawa | Mgmt | For | For | For | ||||
7 | Elect Shelley B. Leibowitz | Mgmt | For | For | For | ||||
8 | Elect Stephen J. Luczo | Mgmt | For | For | For | ||||
9 | Elect Judith A. Miscik | Mgmt | For | For | For | ||||
10 | Elect Masato Miyachi | Mgmt | For | For | For | ||||
11 | Elect Dennis M. Nally | Mgmt | For | For | For | ||||
12 | Elect Mary L. Schapiro | Mgmt | For | For | For | ||||
13 | Elect Perry M. Traquina | Mgmt | For | For | For | ||||
14 | Elect Rayford Wilkins Jr. | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
18 | Shareholder Proposal Regarding Right to Call Special Meeting | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
Newmont Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NEM | CUSIP 651639106 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Patrick G. Awuah, Jr. | Mgmt | For | For | For | ||||
2 | Elect Gregory H. Boyce | Mgmt | For | For | For | ||||
3 | Elect Bruce R. Brook | Mgmt | For | For | For | ||||
4 | Elect Maura J. Clark | Mgmt | For | For | For | ||||
5 | Elect Emma Fitzgerald | Mgmt | For | For | For | ||||
6 | Elect Mary A. Laschinger | Mgmt | For | For | For | ||||
7 | Elect Jose Manuel Madero | Mgmt | For | For | For | ||||
8 | Elect Rene Medori | Mgmt | For | For | For | ||||
9 | Elect Jane Nelson | Mgmt | For | For | For | ||||
10 | Elect Thomas Palmer | Mgmt | For | For | For | ||||
11 | Elect Julio M. Quintana | Mgmt | For | For | For | ||||
12 | Elect Susan N. Story | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
NextEra Energy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NEE | CUSIP 65339F101 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nicole S. Arnaboldi | Mgmt | For | For | For | ||||
2 | Elect Sherry S. Barrat | Mgmt | For | For | For | ||||
3 | Elect James L. Camaren | Mgmt | For | For | For | ||||
4 | Elect Kenneth B. Dunn | Mgmt | For | For | For | ||||
5 | Elect Naren K. Gursahaney | Mgmt | For | For | For | ||||
6 | Elect Kirk S. Hachigian | Mgmt | For | For | For | ||||
7 | Elect John W. Ketchum | Mgmt | For | For | For | ||||
8 | Elect Amy B. Lane | Mgmt | For | For | For | ||||
9 | Elect David L. Porges | Mgmt | For | For | For | ||||
10 | Elect Dev Stahlkopf | Mgmt | For | For | For | ||||
11 | Elect John Arthur Stall | Mgmt | For | For | For | ||||
12 | Elect Darryl L. Wilson | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | ShrHoldr | Against | For | Against | ||||
Nucor Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NUE | CUSIP 670346105 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Norma B. Clayton | Mgmt | For | For | For | ||||
1.2 | Elect Patrick J. Dempsey | Mgmt | For | For | For | ||||
1.3 | Elect Christopher J. Kearney | Mgmt | For | For | For | ||||
1.4 | Elect Laurette T. Koellner | Mgmt | For | For | For | ||||
1.5 | Elect Michael W. Lamach | Mgmt | For | For | For | ||||
1.6 | Elect Joseph D. Rupp | Mgmt | For | For | For | ||||
1.7 | Elect Leon J. Topalian | Mgmt | For | For | For | ||||
1.8 | Elect Nadja Y. West | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
PepsiCo, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PEP | CUSIP 713448108 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Segun Agbaje | Mgmt | For | For | For | ||||
2 | Elect Jennifer Bailey | Mgmt | For | For | For | ||||
3 | Elect Cesar Conde | Mgmt | For | For | For | ||||
4 | Elect Ian M. Cook | Mgmt | For | For | For | ||||
5 | Elect Edith W. Cooper | Mgmt | For | For | For | ||||
6 | Elect Susan M. Diamond | Mgmt | For | For | For | ||||
7 | Elect Dina Dublon | Mgmt | For | For | For | ||||
8 | Elect Michelle D. Gass | Mgmt | For | For | For | ||||
9 | Elect Ramon L. Laguarta | Mgmt | For | For | For | ||||
10 | Elect Dave Lewis | Mgmt | For | For | For | ||||
11 | Elect David C. Page | Mgmt | For | For | For | ||||
12 | Elect Robert C. Pohlad | Mgmt | For | For | For | ||||
13 | Elect Daniel L. Vasella | Mgmt | For | For | For | ||||
14 | Elect Darren Walker | Mgmt | For | For | For | ||||
15 | Elect Alberto Weisser | Mgmt | For | For | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
18 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Congruency Report on Net-Zero Emissions Policy | ShrHoldr | Against | Against | For | ||||
Pfizer Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PFE | CUSIP 717081103 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ronald E. Blaylock | Mgmt | For | For | For | ||||
2 | Elect Albert Bourla | Mgmt | For | For | For | ||||
3 | Elect Susan Desmond-Hellmann | Mgmt | For | For | For | ||||
4 | Elect Joseph J. Echevarria | Mgmt | For | For | For | ||||
5 | Elect Scott Gottlieb | Mgmt | For | For | For | ||||
6 | Elect Helen H. Hobbs | Mgmt | For | For | For | ||||
7 | Elect Susan Hockfield | Mgmt | For | For | For | ||||
8 | Elect Dan R. Littman | Mgmt | For | For | For | ||||
9 | Elect Shantanu Narayen | Mgmt | For | For | For | ||||
10 | Elect Suzanne Nora Johnson | Mgmt | For | For | For | ||||
11 | Elect James Quincey | Mgmt | For | For | For | ||||
12 | Elect James C. Smith | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Intellectual Property | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
Philip Morris International Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PM | CUSIP 718172109 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Brant (Bonin) Bough | Mgmt | For | For | For | ||||
2 | Elect Andre Calantzopoulos | Mgmt | For | For | For | ||||
3 | Elect Michel Combes | Mgmt | For | For | For | ||||
4 | Elect Juan Jose Daboub | Mgmt | For | For | For | ||||
5 | Elect Werner Geissler | Mgmt | For | For | For | ||||
6 | Elect Lisa A. Hook | Mgmt | For | For | For | ||||
7 | Elect Jun Makihara | Mgmt | For | For | For | ||||
8 | Elect Kalpana Morparia | Mgmt | For | For | For | ||||
9 | Elect Jacek Olczak | Mgmt | For | For | For | ||||
10 | Elect Robert B. Polet | Mgmt | For | For | For | ||||
11 | Elect Dessislava Temperley | Mgmt | For | For | For | ||||
12 | Elect Shlomo Yanai | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Nicotine Levels in Tobacco Products | ShrHoldr | Against | Against | For | ||||
Phillips 66 | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PSX | CUSIP 718546104 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gregory J. Hayes | Mgmt | For | For | For | ||||
2 | Elect Charles M. Holley, Jr. | Mgmt | For | For | For | ||||
3 | Elect Denise R. Singleton | Mgmt | For | For | For | ||||
4 | Elect Glenn F. Tilton | Mgmt | For | For | For | ||||
5 | Elect Marna C. Whittington | Mgmt | For | For | For | ||||
6 | Repeal of Classified Board | Mgmt | For | For | For | ||||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Shareholder Proposal Regarding Virgin Plastic Demand | ShrHoldr | Against | Against | For | ||||
Prologis, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PLD | CUSIP 74340W103 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Hamid R. Moghadam | Mgmt | For | For | For | ||||
2 | Elect Cristina G. Bita | Mgmt | For | For | For | ||||
3 | Elect James B. Connor | Mgmt | For | For | For | ||||
4 | Elect George L. Fotiades | Mgmt | For | For | For | ||||
5 | Elect Lydia H. Kennard | Mgmt | For | For | For | ||||
6 | Elect Irving F. Lyons, III | Mgmt | For | For | For | ||||
7 | Elect Avid Modjtabai | Mgmt | For | For | For | ||||
8 | Elect David P. O'Connor | Mgmt | For | For | For | ||||
9 | Elect Olivier Piani | Mgmt | For | For | For | ||||
10 | Elect Jeffrey L. Skelton | Mgmt | For | For | For | ||||
11 | Elect Carl B. Webb | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Raytheon Technologies Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RTX | CUSIP 75513E101 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Tracy A. Atkinson | Mgmt | For | For | For | ||||
2 | Elect Leanne G. Caret | Mgmt | For | For | For | ||||
3 | Elect Bernard A. Harris, Jr. | Mgmt | For | For | For | ||||
4 | Elect Gregory J. Hayes | Mgmt | For | For | For | ||||
5 | Elect George R. Oliver | Mgmt | For | For | For | ||||
6 | Elect Robert K. Ortberg | Mgmt | For | For | For | ||||
7 | Elect Dinesh C. Paliwal | Mgmt | For | For | For | ||||
8 | Elect Ellen M. Pawlikowski | Mgmt | For | For | For | ||||
9 | Elect Denise L. Ramos | Mgmt | For | For | For | ||||
10 | Elect Fredric G. Reynolds | Mgmt | For | For | For | ||||
11 | Elect Brian C. Rogers | Mgmt | For | For | For | ||||
12 | Elect James A. Winnefeld, Jr. | Mgmt | For | For | For | ||||
13 | Elect Robert O. Work | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
18 | Amendment to Articles to Limit Liability of Certain Officers | Mgmt | For | Against | Against | ||||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | ShrHoldr | Against | For | Against | ||||
Regeneron Pharmaceuticals, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
REGN | CUSIP 75886F107 | 06/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Joseph L. Goldstein | Mgmt | For | For | For | ||||
2 | Elect Christine A. Poon | Mgmt | For | For | For | ||||
3 | Elect Craig B. Thompson | Mgmt | For | For | For | ||||
4 | Elect Huda Y. Zoghbi | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
8 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
Regions Financial Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RF | CUSIP 7591EP100 | 04/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark. A Crosswhite | Mgmt | For | For | For | ||||
2 | Elect Noopur Davis | Mgmt | For | For | For | ||||
3 | Elect Zhanna Golodryga | Mgmt | For | Against | Against | ||||
4 | Elect J. Thomas Hill | Mgmt | For | For | For | ||||
5 | Elect John D. Johns | Mgmt | For | For | For | ||||
6 | Elect Joia M. Johnson | Mgmt | For | For | For | ||||
7 | Elect Ruth Ann Marshall | Mgmt | For | For | For | ||||
8 | Elect Charles D. McCrary | Mgmt | For | For | For | ||||
9 | Elect James T. Prokopanko | Mgmt | For | For | For | ||||
10 | Elect Lee J. Styslinger III | Mgmt | For | For | For | ||||
11 | Elect Jose S. Suquet | Mgmt | For | For | For | ||||
12 | Elect John M. Turner, Jr. | Mgmt | For | For | For | ||||
13 | Elect Timothy Vines | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Rio Tinto plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RIO | CUSIP 767204100 | 04/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report (UK) | Mgmt | For | For | For | ||||
3 | Remuneration Report (AUS) | Mgmt | For | For | For | ||||
4 | Approve Potential Termination Benefits | Mgmt | For | For | For | ||||
5 | Elect Kaisa Hietala | Mgmt | For | For | For | ||||
6 | Elect Dominic Barton | Mgmt | For | For | For | ||||
7 | Elect Megan E. Clark | Mgmt | For | For | For | ||||
8 | Elect Peter Cunningham | Mgmt | For | For | For | ||||
9 | Elect Simon P. Henry | Mgmt | For | For | For | ||||
10 | Elect Sam H. Laidlaw | Mgmt | For | For | For | ||||
11 | Elect Simon McKeon | Mgmt | For | For | For | ||||
12 | Elect Jennifer Nason | Mgmt | For | For | For | ||||
13 | Elect Jakob Stausholm | Mgmt | For | For | For | ||||
14 | Elect Ngaire Woods | Mgmt | For | For | For | ||||
15 | Elect Ben Wyatt | Mgmt | For | For | For | ||||
16 | Appointment of Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Rio Tinto plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RIO | CUSIP 767204100 | 10/25/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Joint Venture | Mgmt | For | For | For | ||||
2 | Authority to Acquire/Dispose a Substantial Asset from/to Baowu | Mgmt | For | For | For | ||||
Sempra Energy | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SRE | CUSIP 816851109 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Andres Conesa Labastida | Mgmt | For | For | For | ||||
2 | Elect Pablo A. Ferrero | Mgmt | For | For | For | ||||
3 | Elect Jeffrey W. Martin | Mgmt | For | For | For | ||||
4 | Elect Bethany J. Mayer | Mgmt | For | For | For | ||||
5 | Elect Michael N. Mears | Mgmt | For | For | For | ||||
6 | Elect Jack T. Taylor | Mgmt | For | For | For | ||||
7 | Elect Cynthia L. Walker | Mgmt | For | For | For | ||||
8 | Elect Cynthia J. Warner | Mgmt | For | For | For | ||||
9 | Elect James C. Yardley | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Increase in Authorized Common Stock | Mgmt | For | Against | Against | ||||
14 | Company Name Change | Mgmt | For | For | For | ||||
15 | Article Amendments to Make Certain Technical and Administrative Changes | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
State Street Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STT | CUSIP 857477103 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Patrick de Saint-Aignan | Mgmt | For | For | For | ||||
2 | Elect Marie A. Chandoha | Mgmt | For | For | For | ||||
3 | Elect Donna DeMaio | Mgmt | For | For | For | ||||
4 | Elect Amelia C. Fawcett | Mgmt | For | For | For | ||||
5 | Elect William C. Freda | Mgmt | For | For | For | ||||
6 | Elect Sara Mathew | Mgmt | For | For | For | ||||
7 | Elect William L. Meaney | Mgmt | For | For | For | ||||
8 | Elect Ronald P. O'Hanley | Mgmt | For | For | For | ||||
9 | Elect Sean O'Sullivan | Mgmt | For | For | For | ||||
10 | Elect Julio A. Portalatin | Mgmt | For | For | For | ||||
11 | Elect John B. Rhea | Mgmt | For | For | For | ||||
12 | Elect Gregory L. Summe | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Amendment to the 2017 Stock Incentive Plan | Mgmt | For | For | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Report on Conflict of Interest | ShrHoldr | Against | Against | For | ||||
The Kroger Co. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KR | CUSIP 501044101 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nora A. Aufreiter | Mgmt | For | For | For | ||||
2 | Elect Kevin M. Brown | Mgmt | For | For | For | ||||
3 | Elect Elaine L. Chao | Mgmt | For | For | For | ||||
4 | Elect Anne Gates | Mgmt | For | For | For | ||||
5 | Elect Karen M. Hoguet | Mgmt | For | For | For | ||||
6 | Elect W. Rodney McMullen | Mgmt | For | For | For | ||||
7 | Elect Clyde R. Moore | Mgmt | For | For | For | ||||
8 | Elect Ronald L. Sargent | Mgmt | For | For | For | ||||
9 | Elect Judith Amanda Sourry Knox | Mgmt | For | For | For | ||||
10 | Elect Mark S. Sutton | Mgmt | For | For | For | ||||
11 | Elect Ashok Vemuri | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding External Public Health Costs Created by the Sale of Tobacco Products | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Report on Plastics | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding EEO Policy Risk Report | ShrHoldr | Against | Against | For | ||||
The Mosaic Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MOS | CUSIP 61945C103 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Cheryl K. Beebe | Mgmt | For | For | For | ||||
2 | Elect Gregory L. Ebel | Mgmt | For | For | For | ||||
3 | Elect Timothy S. Gitzel | Mgmt | For | For | For | ||||
4 | Elect Denise C. Johnson | Mgmt | For | For | For | ||||
5 | Elect Emery N. Koenig | Mgmt | For | For | For | ||||
6 | Elect James C. O'Rourke | Mgmt | For | For | For | ||||
7 | Elect David T. Seaton | Mgmt | For | For | For | ||||
8 | Elect Steven M. Seibert | Mgmt | For | For | For | ||||
9 | Elect Joao Roberto Goncalves Teixeira | Mgmt | For | For | For | ||||
10 | Elect Gretchen H. Watkins | Mgmt | For | For | For | ||||
11 | Elect Kelvin R. Westbrook | Mgmt | For | For | For | ||||
12 | Approval of the 2023 Stock and Incentive Plan | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | ShrHoldr | Against | Against | For | ||||
The PNC Financial Services Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PNC | CUSIP 693475105 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Joseph Alvarado | Mgmt | For | For | For | ||||
2 | Elect Debra A. Cafaro | Mgmt | For | For | For | ||||
3 | Elect Marjorie Rodgers Cheshire | Mgmt | For | For | For | ||||
4 | Elect William S. Demchak | Mgmt | For | For | For | ||||
5 | Elect Andrew T. Feldstein | Mgmt | For | For | For | ||||
6 | Elect Richard J. Harshman | Mgmt | For | For | For | ||||
7 | Elect Daniel R. Hesse | Mgmt | For | For | For | ||||
8 | Elect Renu Khator | Mgmt | For | For | For | ||||
9 | Elect Linda R. Medler | Mgmt | For | For | For | ||||
10 | Elect Robert A. Niblock | Mgmt | For | For | For | ||||
11 | Elect Martin Pfinsgraff | Mgmt | For | For | For | ||||
12 | Elect Bryan S. Salesky | Mgmt | For | For | For | ||||
13 | Elect Toni Townes-Whitley | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
The Procter & Gamble Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PG | CUSIP 742718109 | 10/11/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect B. Marc Allen | Mgmt | For | For | For | ||||
2 | Elect Angela F. Braly | Mgmt | For | For | For | ||||
3 | Elect Amy L. Chang | Mgmt | For | For | For | ||||
4 | Elect Joseph Jimenez | Mgmt | For | For | For | ||||
5 | Elect Christopher Kempczinski | Mgmt | For | For | For | ||||
6 | Elect Debra L. Lee | Mgmt | For | For | For | ||||
7 | Elect Terry J. Lundgren | Mgmt | For | For | For | ||||
8 | Elect Christine M. McCarthy | Mgmt | For | For | For | ||||
9 | Elect Jon R. Moeller | Mgmt | For | For | For | ||||
10 | Elect Rajesh Subramaniam | Mgmt | For | For | For | ||||
11 | Elect Patricia A. Woertz | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Thermo Fisher Scientific Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TMO | CUSIP 883556102 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Marc N. Casper | Mgmt | For | For | For | ||||
2 | Elect Nelson J. Chai | Mgmt | For | For | For | ||||
3 | Elect Ruby R. Chandy | Mgmt | For | For | For | ||||
4 | Elect C. Martin Harris | Mgmt | For | For | For | ||||
5 | Elect Tyler Jacks | Mgmt | For | For | For | ||||
6 | Elect R. Alexandra Keith | Mgmt | For | For | For | ||||
7 | Elect James C. Mullen | Mgmt | For | For | For | ||||
8 | Elect Lars R. Sorensen | Mgmt | For | For | For | ||||
9 | Elect Debora L. Spar | Mgmt | For | For | For | ||||
10 | Elect Scott M. Sperling | Mgmt | For | For | For | ||||
11 | Elect Dion J. Weisler | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Amendment to the 2013 Stock Incentive Plan | Mgmt | For | For | For | ||||
16 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
T-Mobile US, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TMUS | CUSIP 872590104 | 06/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Andre Almeida | Mgmt | For | For | For | ||||
1.2 | Elect Marcelo Claure | Mgmt | For | For | For | ||||
1.3 | Elect Srikant M. Datar | Mgmt | For | For | For | ||||
1.4 | Elect Srinivasan Gopalan | Mgmt | For | For | For | ||||
1.5 | Elect Timotheus Hottges | Mgmt | For | For | For | ||||
1.6 | Elect Christian P. Illek | Mgmt | For | For | For | ||||
1.7 | Elect Raphael Kubler | Mgmt | For | For | For | ||||
1.8 | Elect Thorsten Langheim | Mgmt | For | For | For | ||||
1.9 | Elect Dominique Leroy | Mgmt | For | For | For | ||||
1.10 | Elect Letitia A. Long | Mgmt | For | For | For | ||||
1.11 | Elect G. Michael Sievert | Mgmt | For | For | For | ||||
1.12 | Elect Teresa A. Taylor | Mgmt | For | For | For | ||||
1.13 | Elect Kelvin R. Westbrook | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
5 | Approval of the 2023 Incentive Award Plan | Mgmt | For | For | For | ||||
6 | Amendment to the 2014 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
Truist Financial Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TFC | CUSIP 89832Q109 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jennifer S. Banner | Mgmt | For | For | For | ||||
2 | Elect K. David Boyer, Jr. | Mgmt | For | For | For | ||||
3 | Elect Agnes Bundy Scanlan | Mgmt | For | For | For | ||||
4 | Elect Anna R. Cablik | Mgmt | For | For | For | ||||
5 | Elect Dallas S. Clement | Mgmt | For | For | For | ||||
6 | Elect Paul D. Donahue | Mgmt | For | For | For | ||||
7 | Elect Patrick C. Graney III | Mgmt | For | For | For | ||||
8 | Elect Linnie M. Haynesworth | Mgmt | For | For | For | ||||
9 | Elect Kelly S. King | Mgmt | For | For | For | ||||
10 | Elect Easter A. Maynard | Mgmt | For | For | For | ||||
11 | Elect Donna S. Morea | Mgmt | For | For | For | ||||
12 | Elect Charles A. Patton | Mgmt | For | For | For | ||||
13 | Elect Nido R. Qubein | Mgmt | For | For | For | ||||
14 | Elect David M. Ratcliffe | Mgmt | For | For | For | ||||
15 | Elect William H. Rogers, Jr. | Mgmt | For | For | For | ||||
16 | Elect Frank P. Scruggs, Jr. | Mgmt | For | For | For | ||||
17 | Elect Christine Sears | Mgmt | For | For | For | ||||
18 | Elect Thomas E. Skains | Mgmt | For | For | For | ||||
19 | Elect Bruce L. Tanner | Mgmt | For | For | For | ||||
20 | Elect Thomas N. Thompson | Mgmt | For | For | For | ||||
21 | Elect Steven C. Voorhees | Mgmt | For | For | For | ||||
22 | Ratification of Auditor | Mgmt | For | For | For | ||||
23 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
24 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
25 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Verizon Communications Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VZ | CUSIP 92343V104 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Shellye L. Archambeau | Mgmt | For | For | For | ||||
2 | Elect Roxanne S. Austin | Mgmt | For | For | For | ||||
3 | Elect Mark T. Bertolini | Mgmt | For | For | For | ||||
4 | Elect Vittorio Colao | Mgmt | For | For | For | ||||
5 | Elect Melanie L. Healey | Mgmt | For | For | For | ||||
6 | Elect Laxman Narasimhan | Mgmt | For | For | For | ||||
7 | Elect Clarence Otis, Jr. | Mgmt | For | For | For | ||||
8 | Elect Daniel H. Schulman | Mgmt | For | For | For | ||||
9 | Elect Rodney E. Slater | Mgmt | For | For | For | ||||
10 | Elect Carol B. Tome | Mgmt | For | For | For | ||||
11 | Elect Hans E. Vestberg | Mgmt | For | For | For | ||||
12 | Elect Gregory G. Weaver | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding a Policy to Prohibit Political and Electioneering Expenditures | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Amendment to Clawback Policy | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Walmart Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WMT | CUSIP 931142103 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Cesar Conde | Mgmt | For | For | For | ||||
2 | Elect Timothy P. Flynn | Mgmt | For | For | For | ||||
3 | Elect Sarah J. Friar | Mgmt | For | For | For | ||||
4 | Elect Carla A. Harris | Mgmt | For | For | For | ||||
5 | Elect Thomas W. Horton | Mgmt | For | For | For | ||||
6 | Elect Marissa A. Mayer | Mgmt | For | For | For | ||||
7 | Elect C. Douglas McMillon | Mgmt | For | For | For | ||||
8 | Elect Gregory B. Penner | Mgmt | For | For | For | ||||
9 | Elect Randall L. Stephenson | Mgmt | For | For | For | ||||
10 | Elect S. Robson Walton | Mgmt | For | For | For | ||||
11 | Elect Steuart L. Walton | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | ShrHoldr | Against | For | Against | ||||
Wheaton Precious Metals Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WPM | CUSIP 962879102 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect George L. Brack | Mgmt | For | For | For | ||||
1.2 | Elect John A. Brough | Mgmt | For | For | For | ||||
1.3 | Elect Jaimie Donovan | Mgmt | For | For | For | ||||
1.4 | Elect R. Peter Gillin | Mgmt | For | Withhold | Against | ||||
1.5 | Elect Chantal Gosselin | Mgmt | For | For | For | ||||
1.6 | Elect Jeane Hull | Mgmt | For | For | For | ||||
1.7 | Elect Glenn A. Ives | Mgmt | For | For | For | ||||
1.8 | Elect Charles A. Jeannes | Mgmt | For | For | For | ||||
1.9 | Elect Marilyn Schonberner | Mgmt | For | For | For | ||||
1.10 | Elect Randy V.J. Smallwood | Mgmt | For | For | For | ||||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Yum China Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
YUMC | CUSIP 98850P109 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Fred Hu | Mgmt | For | For | For | ||||
2 | Elect Joey Wat | Mgmt | For | For | For | ||||
3 | Elect Peter A. Bassi | Mgmt | For | For | For | ||||
4 | Elect Edouard Ettedgui | Mgmt | For | For | For | ||||
5 | Elect Ruby Lu | Mgmt | For | For | For | ||||
6 | Elect Zili Shao | Mgmt | For | For | For | ||||
7 | Elect William Wang | Mgmt | For | For | For | ||||
8 | Elect Min (Jenny) Zhang | Mgmt | For | For | For | ||||
9 | Elect Christina Xiaojing Zhu | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Issuance of Common Stock | Mgmt | For | For | For | ||||
14 | Share Repurchase | Mgmt | For | For | For | ||||
Yum China Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
YUMC | CUSIP 98850P109 | 10/10/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Issuance of Common Stock | Mgmt | For | For | For | ||||
2 | Share Repurchase | Mgmt | For | For | For | ||||
3 | Approval of the 2022 Long Term Incentive Plan | Mgmt | For | For | For | ||||
Zimmer Biomet Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ZBH | CUSIP 98956P102 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Christopher B. Begley | Mgmt | For | For | For | ||||
2 | Elect Betsy J. Bernard | Mgmt | For | For | For | ||||
3 | Elect Michael J. Farrell | Mgmt | For | For | For | ||||
4 | Elect Robert A. Hagemann | Mgmt | For | For | For | ||||
5 | Elect Bryan C. Hanson | Mgmt | For | For | For | ||||
6 | Elect Arthur J. Higgins | Mgmt | For | For | For | ||||
7 | Elect Maria Teresa Hilado | Mgmt | For | For | For | ||||
8 | Elect Syed Jafry | Mgmt | For | For | For | ||||
9 | Elect Sreelakshmi Kolli | Mgmt | For | For | For | ||||
10 | Elect Michael W. Michelson | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Fund Name : Neuberger Berman Mid Cap Growth Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Agilent Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
A | CUSIP 00846U101 | 03/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Heidi Kunz | Mgmt | For | Against | Against | ||||
2 | Elect Susan H. Rataj | Mgmt | For | For | For | ||||
3 | Elect George A. Scangos | Mgmt | For | For | For | ||||
4 | Elect Dow R. Wilson | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
7 | Permit Shareholders to Call Special Meetings | Mgmt | For | For | For | ||||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Albemarle Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ALB | CUSIP 012653101 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect M. Lauren Brlas | Mgmt | For | For | For | ||||
2 | Elect Ralf H. Cramer | Mgmt | For | For | For | ||||
3 | Elect J. Kent Masters, Jr. | Mgmt | For | For | For | ||||
4 | Elect Glenda J. Minor | Mgmt | For | For | For | ||||
5 | Elect James J. O'Brien | Mgmt | For | For | For | ||||
6 | Elect Diarmuid B. O'Connell | Mgmt | For | For | For | ||||
7 | Elect Dean L. Seavers | Mgmt | For | For | For | ||||
8 | Elect Gerald A. Steiner | Mgmt | For | For | For | ||||
9 | Elect Holly A. Van Deursen | Mgmt | For | For | For | ||||
10 | Elect Alejandro D. Wolff | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Approval of the 2023 Stock Compensation and Deferral Election Plan for Non-Employee Directors | Mgmt | For | For | For | ||||
Align Technology, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ALGN | CUSIP 016255101 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kevin J. Dallas | Mgmt | For | For | For | ||||
2 | Elect Joseph M. Hogan | Mgmt | For | For | For | ||||
3 | Elect Joseph Lacob | Mgmt | For | For | For | ||||
4 | Elect C. Raymond Larkin, Jr. | Mgmt | For | For | For | ||||
5 | Elect George J. Morrow | Mgmt | For | For | For | ||||
6 | Elect Anne M. Myong | Mgmt | For | For | For | ||||
7 | Elect Andrea L. Saia | Mgmt | For | For | For | ||||
8 | Elect Susan E. Siegel | Mgmt | For | For | For | ||||
9 | Amendment to Articles Regarding Officer Exculpation | Mgmt | For | Against | Against | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Amendment to the 2005 Incentive Plan | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Alnylam Pharmaceuticals, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ALNY | CUSIP 02043Q107 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael W. Bonney | Mgmt | For | For | For | ||||
2 | Elect Yvonne Greenstreet | Mgmt | For | For | For | ||||
3 | Elect Phillip A. Sharp | Mgmt | For | For | For | ||||
4 | Elect Elliott Sigal | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
AMETEK, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AME | CUSIP 031100100 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Thomas A. Amato | Mgmt | For | For | For | ||||
2 | Elect Anthony J. Conti | Mgmt | For | For | For | ||||
3 | Elect Gretchen W. McClain | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Antero Resources Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AR | CUSIP 03674X106 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Paul M. Rady | Mgmt | For | For | For | ||||
1.2 | Elect Thomas B. Tyree, Jr | Mgmt | For | For | For | ||||
1.3 | Elect Brenda R. Schroer | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
4 | Amendment to Articles to Reflect Delaware Law Provisions Regarding Officer Exculpation | Mgmt | For | Against | Against | ||||
Aptiv PLC | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APTV | CUSIP G6095L109 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kevin P. Clark | Mgmt | For | For | For | ||||
2 | Elect Richard L. Clemmer | Mgmt | For | For | For | ||||
3 | Elect Nancy E. Cooper | Mgmt | For | For | For | ||||
4 | Elect Joseph L. Hooley | Mgmt | For | For | For | ||||
5 | Elect Merit E. Janow | Mgmt | For | For | For | ||||
6 | Elect Sean O. Mahoney | Mgmt | For | For | For | ||||
7 | Elect Paul M. Meister | Mgmt | For | For | For | ||||
8 | Elect Robert K. Ortberg | Mgmt | For | For | For | ||||
9 | Elect Colin J. Parris | Mgmt | For | For | For | ||||
10 | Elect Ana G. Pinczuk | Mgmt | For | For | For | ||||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Arch Capital Group Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ACGL | CUSIP G0450A105 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Francis Ebong | Mgmt | For | For | For | ||||
2 | Elect Eileen A. Mallesch | Mgmt | For | For | For | ||||
3 | Elect Louis J. Paglia | Mgmt | For | For | For | ||||
4 | Elect Brian S. Posner | Mgmt | For | For | For | ||||
5 | Elect John D. Vollaro | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
8 | Amendment to the 2007 Employee Share Purchase Plan | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Elect Matthew Dragonetti | Mgmt | For | For | For | ||||
11 | Elect Seamus Fearon | Mgmt | For | For | For | ||||
12 | Elect H. Beau Franklin | Mgmt | For | For | For | ||||
13 | Elect Jerome Halgan | Mgmt | For | For | For | ||||
14 | Elect James Haney | Mgmt | For | For | For | ||||
15 | Elect Chris Hovey | Mgmt | For | For | For | ||||
16 | Elect Pierre Jal | Mgmt | For | For | For | ||||
17 | Elect Francois Morin | Mgmt | For | Against | Against | ||||
18 | Elect David J. Mulholland | Mgmt | For | For | For | ||||
19 | Elect Chiara Nannini | Mgmt | For | Against | Against | ||||
20 | Elect Maamoun Rajeh | Mgmt | For | For | For | ||||
21 | Elect Christine Todd | Mgmt | For | For | For | ||||
Argenx SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ARGX | CUSIP 04016X101 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Remuneration Report | Mgmt | For | Against | Against | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Allocation of Losses | Mgmt | For | For | For | ||||
4 | Ratification of Board Acts | Mgmt | For | For | For | ||||
5 | Elect Joseph Donald deBethizy to the Board of Directors | Mgmt | For | For | For | ||||
6 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | ||||
7 | Appointment of Auditor | Mgmt | For | For | For | ||||
Argenx SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ARGX | CUSIP 04016X101 | 09/08/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Camilla Sylvest to the Board of Directors | Mgmt | For | For | For | ||||
Argenx SE | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ARGX | CUSIP 04016X101 | 12/12/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ana Cespedes | Mgmt | For | For | For | ||||
Arista Networks, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ANET | CUSIP 040413106 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Lewis Chew | Mgmt | For | For | For | ||||
1.2 | Elect Douglas Merritt | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Mark B. Templeton | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Arthur J. Gallagher & Co. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AJG | CUSIP 363576109 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Sherry S. Barrat | Mgmt | For | For | For | ||||
2 | Elect William L. Bax | Mgmt | For | For | For | ||||
3 | Elect Teresa H. Clarke | Mgmt | For | For | For | ||||
4 | Elect D. John Coldman | Mgmt | For | For | For | ||||
5 | Elect J. Patrick Gallagher, Jr. | Mgmt | For | For | For | ||||
6 | Elect David S. Johnson | Mgmt | For | For | For | ||||
7 | Elect Christopher C. Miskel | Mgmt | For | For | For | ||||
8 | Elect Ralph J. Nicoletti | Mgmt | For | For | For | ||||
9 | Elect Norman L. Rosenthal | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Amendment to Allow Exculpation of Officers | Mgmt | For | Against | Against | ||||
Avantor, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AVTR | CUSIP 05352A100 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Juan Andres | Mgmt | For | For | For | ||||
2 | Elect John Carethers, M.D. | Mgmt | For | For | For | ||||
3 | Elect Lan Kang | Mgmt | For | For | For | ||||
4 | Elect Joseph Massaro | Mgmt | For | For | For | ||||
5 | Elect Mala Murthy | Mgmt | For | For | For | ||||
6 | Elect Jonathan M. Peacock | Mgmt | For | For | For | ||||
7 | Elect Michael Severino | Mgmt | For | For | For | ||||
8 | Elect Christi Shaw | Mgmt | For | For | For | ||||
9 | Elect Michael Stubblefield | Mgmt | For | For | For | ||||
10 | Elect Gregory L. Summe | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Axon Enterprise, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AXON | CUSIP 05464C101 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Adriane M. Brown | Mgmt | For | Against | Against | ||||
2 | Elect Michael Garnreiter | Mgmt | For | For | For | ||||
3 | Elect Mark W. Kroll | Mgmt | For | Against | Against | ||||
4 | Elect Matthew R. McBrady | Mgmt | For | For | For | ||||
5 | Elect Hadi Partovi | Mgmt | For | For | For | ||||
6 | Elect Graham Smith | Mgmt | For | For | For | ||||
7 | Elect Patrick W. Smith | Mgmt | For | For | For | ||||
8 | Elect Jeri Williams | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Approval of 2023 CEO Performance Award | Mgmt | For | Against | Against | ||||
13 | Shareholder Proposal Regarding Discontinuation of Plans for a Remotely-Operated, Non-Lethal TASER Drone System | ShrHoldr | Against | For | Against | ||||
Axonics, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AXNX | CUSIP 05465P101 | 06/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael H. Carrel | Mgmt | For | For | For | ||||
2 | Elect Raymond W. Cohen | Mgmt | For | For | For | ||||
3 | Elect David M. Demski | Mgmt | For | For | For | ||||
4 | Elect Jane E. Kiernan | Mgmt | For | For | For | ||||
5 | Elect Esteban Lopez | Mgmt | For | For | For | ||||
6 | Elect Robert E. McNamara | Mgmt | For | For | For | ||||
7 | Elect Nancy L. Snyderman | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Bill.com Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BILL | CUSIP 090043100 | 12/08/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Steven Cakebread | Mgmt | For | For | For | ||||
1.2 | Elect David M. Hornik | Mgmt | For | For | For | ||||
1.3 | Elect Brian Jacobs | Mgmt | For | Withhold | Against | ||||
1.4 | Elect Allie Kline | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Bio-Rad Laboratories, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BIO | CUSIP 090572207 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Melinda Litherland | Mgmt | For | For | For | ||||
2 | Elect Arnold A. Pinkston | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | For | Against | ||||
BJ's Wholesale Club Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BJ | CUSIP 05550J101 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Christopher J. Baldwin | Mgmt | For | For | For | ||||
1.2 | Elect Darryl Brown | Mgmt | For | For | For | ||||
1.3 | Elect Bob Eddy | Mgmt | For | For | For | ||||
1.4 | Elect Michelle Gloeckler | Mgmt | For | For | For | ||||
1.5 | Elect Maile Naylor | Mgmt | For | For | For | ||||
1.6 | Elect Ken Parent | Mgmt | For | For | For | ||||
1.7 | Elect Christopher H. Peterson | Mgmt | For | For | For | ||||
1.8 | Elect Robert A. Steele | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Builders FirstSource, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BLDR | CUSIP 12008R107 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Paul S. Levy | Mgmt | For | For | For | ||||
2 | Elect Cory J. Boydston | Mgmt | For | For | For | ||||
3 | Elect James O'Leary | Mgmt | For | For | For | ||||
4 | Elect Craig A. Steinke | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Shareholder Proposal Regarding Adoption of Targets to Achieve Net-zero Emissions by 2050 | ShrHoldr | Against | Against | For | ||||
Cadence Design Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CDNS | CUSIP 127387108 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark W. Adams | Mgmt | For | For | For | ||||
2 | Elect Ita M. Brennan | Mgmt | For | For | For | ||||
3 | Elect Lewis Chew | Mgmt | For | For | For | ||||
4 | Elect Anirudh Devgan | Mgmt | For | For | For | ||||
5 | Elect Mary L. Krakauer | Mgmt | For | For | For | ||||
6 | Elect Julia Liuson | Mgmt | For | For | For | ||||
7 | Elect James D. Plummer | Mgmt | For | For | For | ||||
8 | Elect Alberto Sangiovanni-Vincentelli | Mgmt | For | For | For | ||||
9 | Elect John B. Shoven | Mgmt | For | For | For | ||||
10 | Elect Young K. Sohn | Mgmt | For | For | For | ||||
11 | Amendment to the Omnibus Equity Incentive Plan | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Length of Share Ownership Required to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
Catalent, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CTLT | CUSIP 148806102 | 10/27/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Madhavan Balachandran | Mgmt | For | For | For | ||||
2 | Elect Michael J. Barber | Mgmt | For | For | For | ||||
3 | Elect J. Martin Carroll | Mgmt | For | For | For | ||||
4 | Elect John R. Chiminski | Mgmt | For | For | For | ||||
5 | Elect Rolf A. Classon | Mgmt | For | For | For | ||||
6 | Elect Rosemary A. Crane | Mgmt | For | For | For | ||||
7 | Elect Karen A. Flynn | Mgmt | For | For | For | ||||
8 | Elect John J. Greisch | Mgmt | For | For | For | ||||
9 | Elect Christa Kreuzburg | Mgmt | For | For | For | ||||
10 | Elect Gregory T. Lucier | Mgmt | For | For | For | ||||
11 | Elect Donald E. Morel, Jr. | Mgmt | For | For | For | ||||
12 | Elect Alessandro Maselli | Mgmt | For | For | For | ||||
13 | Elect Jack L. Stahl | Mgmt | For | For | For | ||||
14 | Elect Peter Zippelius | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Chipotle Mexican Grill, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CMG | CUSIP 169656105 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Albert S. Baldocchi | Mgmt | For | For | For | ||||
2 | Elect Matthew Carey | Mgmt | For | For | For | ||||
3 | Elect Gregg L. Engles | Mgmt | For | For | For | ||||
4 | Elect Patricia D. Fili-Krushel | Mgmt | For | For | For | ||||
5 | Elect Mauricio Gutierrez | Mgmt | For | For | For | ||||
6 | Elect Robin Hickenlooper | Mgmt | For | For | For | ||||
7 | Elect Scott H. Maw | Mgmt | For | For | For | ||||
8 | Elect Brian Niccol | Mgmt | For | For | For | ||||
9 | Elect Mary A. Winston | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
14 | Shareholder Proposal Regarding Policy on Freedom of Association | ShrHoldr | Against | For | Against | ||||
Church & Dwight Co., Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CHD | CUSIP 171340102 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Bradlen S. Cashaw | Mgmt | For | For | For | ||||
2 | Elect Matthew T. Farrell | Mgmt | For | For | For | ||||
3 | Elect Bradley C. Irwin | Mgmt | For | For | For | ||||
4 | Elect Penry W. Price | Mgmt | For | For | For | ||||
5 | Elect Susan G. Saideman | Mgmt | For | For | For | ||||
6 | Elect Ravichandra K. Saligram | Mgmt | For | For | For | ||||
7 | Elect Robert K. Shearer | Mgmt | For | For | For | ||||
8 | Elect Janet S. Vergis | Mgmt | For | For | For | ||||
9 | Elect Arthur B. Winkleblack | Mgmt | For | For | For | ||||
10 | Elect Laurie J. Yoler | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Approval of the Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Cintas Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CTAS | CUSIP 172908105 | 10/25/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gerald S. Adolph | Mgmt | For | For | For | ||||
2 | Elect John F. Barrett | Mgmt | For | For | For | ||||
3 | Elect Melanie W. Barstad | Mgmt | For | For | For | ||||
4 | Elect Karen L. Carnahan | Mgmt | For | For | For | ||||
5 | Elect Robert E. Coletti | Mgmt | For | For | For | ||||
6 | Elect Scott D. Farmer | Mgmt | For | For | For | ||||
7 | Elect Joseph Scaminace | Mgmt | For | For | For | ||||
8 | Elect Todd M. Schneider | Mgmt | For | For | For | ||||
9 | Elect Ronald W. Tysoe | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Elimination of Supermajority Requirement Regarding Business Combinations | Mgmt | For | For | For | ||||
13 | Elimination of Supermajority Requirement Regarding Removal of Directors | Mgmt | For | For | For | ||||
14 | Elimination of Supermajority Requirement Regarding Mergers and Other Corporate Transactions | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | For | Against | ||||
16 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | For | Against | ||||
Costar Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSGP | CUSIP 22160N109 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael R. Klein | Mgmt | For | For | For | ||||
2 | Elect Andrew C. Florance | Mgmt | For | For | For | ||||
3 | Elect Michael J. Glosserman | Mgmt | For | For | For | ||||
4 | Elect John W. Hill | Mgmt | For | For | For | ||||
5 | Elect Laura Cox Kaplan | Mgmt | For | For | For | ||||
6 | Elect Robert W. Musslewhite | Mgmt | For | For | For | ||||
7 | Elect Christopher J. Nassetta | Mgmt | For | For | For | ||||
8 | Elect Louise S. Sams | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Shareholder Proposal Regarding GHG Targets and Alignment with the Paris Agreement | ShrHoldr | Against | For | Against | ||||
CrowdStrike Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CRWD | CUSIP 22788C105 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Johanna Flower | Mgmt | For | For | For | ||||
1.2 | Elect Denis J. O'Leary | Mgmt | For | For | For | ||||
1.3 | Elect Godfrey R. Sullivan | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
Darden Restaurants, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DRI | CUSIP 237194105 | 09/21/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Margaret Shan Atkins | Mgmt | For | For | For | ||||
1.2 | Elect Ricardo Cardenas | Mgmt | For | For | For | ||||
1.3 | Elect Juliana L. Chugg | Mgmt | For | For | For | ||||
1.4 | Elect James P. Fogarty | Mgmt | For | For | For | ||||
1.5 | Elect Cynthia T. Jamison | Mgmt | For | For | For | ||||
1.6 | Elect Eugene I. Lee, Jr. | Mgmt | For | For | For | ||||
1.7 | Elect Nana Mensah | Mgmt | For | For | For | ||||
1.8 | Elect William S. Simon | Mgmt | For | For | For | ||||
1.9 | Elect Charles M. Sonsteby | Mgmt | For | For | For | ||||
1.10 | Elect Timothy J. Wilmott | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Datadog, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DDOG | CUSIP 23804L103 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Olivier Pomel | Mgmt | For | For | For | ||||
2 | Elect Dev Ittycheria | Mgmt | For | For | For | ||||
3 | Elect Shardul Shah | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Devon Energy Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DVN | CUSIP 25179M103 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Barbara M. Baumann | Mgmt | For | For | For | ||||
1.2 | Elect John E. Bethancourt | Mgmt | For | For | For | ||||
1.3 | Elect Ann G. Fox | Mgmt | For | Withhold | Against | ||||
1.4 | Elect Gennifer F. Kelly | Mgmt | For | For | For | ||||
1.5 | Elect Kelt Kindick | Mgmt | For | For | For | ||||
1.6 | Elect John Krenicki, Jr. | Mgmt | For | For | For | ||||
1.7 | Elect Karl F. Kurz | Mgmt | For | For | For | ||||
1.8 | Elect Michael N. Mears | Mgmt | For | For | For | ||||
1.9 | Elect Robert A. Mosbacher, Jr. | Mgmt | For | For | For | ||||
1.10 | Elect Richard E. Muncrief | Mgmt | For | For | For | ||||
1.11 | Elect Valerie M. Williams | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Exclusive Forum Provision | Mgmt | For | For | For | ||||
6 | Amendment Regarding the Exculpation of Officers | Mgmt | For | Against | Against | ||||
7 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
DexCom, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DXCM | CUSIP 252131107 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steven R. Altman | Mgmt | For | For | For | ||||
2 | Elect Richard A. Collins | Mgmt | For | For | For | ||||
3 | Elect Karen M. Dahut | Mgmt | For | For | For | ||||
4 | Elect Mark G. Foletta | Mgmt | For | For | For | ||||
5 | Elect Barbara E. Kahn | Mgmt | For | For | For | ||||
6 | Elect Kyle Malady | Mgmt | For | For | For | ||||
7 | Elect Eric Topol | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
Diamondback Energy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FANG | CUSIP 25278X109 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Travis D. Stice | Mgmt | For | For | For | ||||
2 | Elect Vincent K. Brooks | Mgmt | For | For | For | ||||
3 | Elect David L. Houston | Mgmt | For | For | For | ||||
4 | Elect Rebecca A. Klein | Mgmt | For | For | For | ||||
5 | Elect Stephanie K. Mains | Mgmt | For | For | For | ||||
6 | Elect Mark L. Plaumann | Mgmt | For | For | For | ||||
7 | Elect Melanie M. Trent | Mgmt | For | For | For | ||||
8 | Elect Frank D. Tsuru | Mgmt | For | For | For | ||||
9 | Elect Steven E. West | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
12 | Permit Shareholders to Call Special Meetings | Mgmt | For | For | For | ||||
13 | Amendment to Articles to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Mgmt | For | Against | Against | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Enphase Energy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ENPH | CUSIP 29355A107 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Jamie Haenggi | Mgmt | For | For | For | ||||
1.2 | Elect Benjamin Kortlang | Mgmt | For | For | For | ||||
1.3 | Elect Richard Mora | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Etsy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ETSY | CUSIP 29786A106 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect M. Michele Burns | Mgmt | For | For | For | ||||
2 | Elect Josh Silverman | Mgmt | For | For | For | ||||
3 | Elect Fred Wilson | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
7 | Shareholder Proposal Regarding Report on Harassment and Discrimination | ShrHoldr | Against | Against | For | ||||
Evercore Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EVR | CUSIP 29977A105 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Roger C. Altman | Mgmt | For | For | For | ||||
2 | Elect Richard I. Beattie | Mgmt | For | For | For | ||||
3 | Elect Pamela G. Carlton | Mgmt | For | For | For | ||||
4 | Elect Ellen V. Futter | Mgmt | For | For | For | ||||
5 | Elect Gail B. Harris | Mgmt | For | For | For | ||||
6 | Elect Robert B. Millard | Mgmt | For | For | For | ||||
7 | Elect Willard J. Overlock, Jr. | Mgmt | For | For | For | ||||
8 | Elect Sir Simon M. Robertson | Mgmt | For | For | For | ||||
9 | Elect John S. Weinberg | Mgmt | For | For | For | ||||
10 | Elect William J. Wheeler | Mgmt | For | For | For | ||||
11 | Elect Sarah K. Williamson | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Five Below, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FIVE | CUSIP 33829M101 | 06/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Joel D. Anderson | Mgmt | For | For | For | ||||
2 | Elect Kathleen S. Barclay | Mgmt | For | For | For | ||||
3 | Elect Thomas M. Ryan | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Amendment to Articles to Limit the Liability of Certain Officers | Mgmt | For | Against | Against | ||||
7 | Amendment to Articles to Limit the Liability of Certain Directors | Mgmt | For | For | For | ||||
Fortinet, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FTNT | CUSIP 34959E109 | 06/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ken Xie | Mgmt | For | For | For | ||||
2 | Elect Michael Xie | Mgmt | For | For | For | ||||
3 | Elect Kenneth A. Goldman | Mgmt | For | For | For | ||||
4 | Elect Ming Hsieh | Mgmt | For | For | For | ||||
5 | Elect Jean Hu | Mgmt | For | For | For | ||||
6 | Elect William H. Neukom | Mgmt | For | For | For | ||||
7 | Elect Judith Sim | Mgmt | For | For | For | ||||
8 | Elect James G. Stavridis | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
13 | Amendment to Articles to Permit the Exculpation of Officers | Mgmt | For | Against | Against | ||||
Fortive Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FTV | CUSIP 34959J108 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Eric Branderiz | Mgmt | For | For | For | ||||
2 | Elect Daniel L. Comas | Mgmt | For | For | For | ||||
3 | Elect Sharmistha Dubey | Mgmt | For | For | For | ||||
4 | Elect Rejji P. Hayes | Mgmt | For | For | For | ||||
5 | Elect Wright L. Lassiter III | Mgmt | For | For | For | ||||
6 | Elect James A. Lico | Mgmt | For | For | For | ||||
7 | Elect Kate D. Mitchell | Mgmt | For | For | For | ||||
8 | Elect Jeannine P. Sargent | Mgmt | For | For | For | ||||
9 | Elect Alan G. Spoon | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
Globant S.A. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GLOB | CUSIP L44385109 | 04/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports (Consolidated) | Mgmt | For | For | For | ||||
2 | Accounts and Reports | Mgmt | For | For | For | ||||
3 | Allocation of Profits | Mgmt | For | For | For | ||||
4 | Ratification of Board Acts | Mgmt | For | For | For | ||||
5 | Non-Executive Remuneration Policy | Mgmt | For | For | For | ||||
6 | Appointment of Auditor | Mgmt | For | For | For | ||||
7 | Appointment of Auditor (Consolidated) | Mgmt | For | For | For | ||||
8 | Elect Linda Rottenberg to the Board of Directors | Mgmt | For | Against | Against | ||||
9 | Elect Martin Gonzalo Umaran to the Board of Directors | Mgmt | For | For | For | ||||
10 | Elect Guibert Andres Englebienne to the Board of Directors | Mgmt | For | For | For | ||||
11 | Increase in Authorised Capital | Mgmt | For | For | For | ||||
HEICO Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HEI | CUSIP 422806109 | 03/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Thomas M. Culligan | Mgmt | For | For | For | ||||
1.2 | Elect Carol F. Fine | Mgmt | For | For | For | ||||
1.3 | Elect Adolfo Henriques | Mgmt | For | For | For | ||||
1.4 | Elect Mark H. Hildebrandt | Mgmt | For | Withhold | Against | ||||
1.5 | Elect Eric A. Mendelson | Mgmt | For | For | For | ||||
1.6 | Elect Laurans A. Mendelson | Mgmt | For | For | For | ||||
1.7 | Elect Victor H. Mendelson | Mgmt | For | For | For | ||||
1.8 | Elect Julie Neitzel | Mgmt | For | For | For | ||||
1.9 | Elect Alan Schriesheim | Mgmt | For | Withhold | Against | ||||
1.10 | Elect Frank J. Schwitter | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Horizon Therapeutics Public Limited Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HZNP | CUSIP G46188101 | 02/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Scheme of Arrangement | Mgmt | For | For | For | ||||
2 | Amendment of Articles of Association | Mgmt | For | For | For | ||||
3 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | ||||
4 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Horizon Therapeutics Public Limited Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HZNP | CUSIP G46188111 | 02/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Scheme of Arrangement | Mgmt | For | For | For | ||||
Idex Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
IEX | CUSIP 45167R104 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Katrina L. Helmkamp | Mgmt | For | For | For | ||||
2 | Elect Mark A. Beck | Mgmt | For | For | For | ||||
3 | Elect Carl R. Christenson | Mgmt | For | For | For | ||||
4 | Elect Alejandro Quiroz Centeno | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Shareholder Proposal Regarding Report on Hiring Practices for People With Arrest Records | ShrHoldr | Against | Against | For | ||||
Idexx Laboratories, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
IDXX | CUSIP 45168D104 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Daniel M. Junius | Mgmt | For | For | For | ||||
2 | Elect Lawrence D. Kingsley | Mgmt | For | For | For | ||||
3 | Elect Sophie V. Vandebroek | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Insulet Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PODD | CUSIP 45784P101 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Luciana Borio | Mgmt | For | For | For | ||||
1.2 | Elect Michael R. Minogue | Mgmt | For | For | For | ||||
1.3 | Elect Corinne H. Nevinny | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
IQVIA Holdings Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
IQV | CUSIP 46266C105 | 04/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Carol J. Burt | Mgmt | For | For | For | ||||
2 | Elect Colleen A. Goggins | Mgmt | For | Against | Against | ||||
3 | Elect Sheila A. Stamps | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
5 | Permit Shareholders to Call Special Meetings | Mgmt | For | For | For | ||||
6 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
7 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
Juniper Networks, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
JNPR | CUSIP 48203R104 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Anne DelSanto | Mgmt | For | For | For | ||||
2 | Elect Kevin A. DeNuccio | Mgmt | For | For | For | ||||
3 | Elect James Dolce | Mgmt | For | For | For | ||||
4 | Elect Steven Fernandez | Mgmt | For | For | For | ||||
5 | Elect Christine M. Gorjanc | Mgmt | For | For | For | ||||
6 | Elect Janet B. Haugen | Mgmt | For | For | For | ||||
7 | Elect Scott Kriens | Mgmt | For | For | For | ||||
8 | Elect Rahul Merchant | Mgmt | For | For | For | ||||
9 | Elect Rami Rahim | Mgmt | For | For | For | ||||
10 | Elect William Stensrud | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Amendment to the 2015 Equity Incentive Plan | Mgmt | For | Against | Against | ||||
Keysight Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KEYS | CUSIP 49338L103 | 03/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Satish Dhanasekaran | Mgmt | For | For | For | ||||
2 | Elect Richard P. Hamada | Mgmt | For | For | For | ||||
3 | Elect Paul A. Lacouture | Mgmt | For | For | For | ||||
4 | Elect Kevin A. Stephens | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
7 | Repeal of Classified Board | Mgmt | For | For | For | ||||
Lattice Semiconductor Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LSCC | CUSIP 518415104 | 05/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James R. Anderson | Mgmt | For | For | For | ||||
2 | Elect Robin A. Abrams | Mgmt | For | For | For | ||||
3 | Elect Douglas Bettinger | Mgmt | For | For | For | ||||
4 | Elect Mark E. Jensen | Mgmt | For | For | For | ||||
5 | Elect James P. Lederer | Mgmt | For | For | For | ||||
6 | Elect David Jeffrey Richardson | Mgmt | For | For | For | ||||
7 | Elect Elizabeth M. Schwarting | Mgmt | For | For | For | ||||
8 | Elect Raejeanne Skillern | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Approval of the 2023 Equity Incentive Plan | Mgmt | For | For | For | ||||
Lithia Motors, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LAD | CUSIP 536797103 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Sidney B. DeBoer | Mgmt | For | For | For | ||||
2 | Elect Susan O. Cain | Mgmt | For | For | For | ||||
3 | Elect Bryan B. DeBoer | Mgmt | For | For | For | ||||
4 | Elect James E. Lentz | Mgmt | For | For | For | ||||
5 | Elect Shauna F. McIntyre | Mgmt | For | For | For | ||||
6 | Elect Louis P. Miramontes | Mgmt | For | For | For | ||||
7 | Elect Kenneth E. Roberts | Mgmt | For | For | For | ||||
8 | Elect David J. Robino | Mgmt | For | For | For | ||||
9 | Elect Stacy C. Loretz-Congdon | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
LKQ Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LKQ | CUSIP 501889208 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Patrick Berard | Mgmt | For | For | For | ||||
2 | Elect Meg A. Divitto | Mgmt | For | For | For | ||||
3 | Elect Joseph M. Holsten | Mgmt | For | For | For | ||||
4 | Elect Blythe J. McGarvie | Mgmt | For | For | For | ||||
5 | Elect John W. Mendel | Mgmt | For | For | For | ||||
6 | Elect Jody G. Miller | Mgmt | For | For | For | ||||
7 | Elect Guhan Subramanian | Mgmt | For | For | For | ||||
8 | Elect Xavier Urbain | Mgmt | For | For | For | ||||
9 | Elect Dominick P. Zarcone | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Manhattan Associates, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MANH | CUSIP 562750109 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Eddie Capel | Mgmt | For | For | For | ||||
2 | Elect Charles E. Moran | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Marriott Vacations Worldwide Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VAC | CUSIP 57164Y107 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect C. E. Andrews | Mgmt | For | For | For | ||||
1.2 | Elect William W. McCarten | Mgmt | For | For | For | ||||
1.3 | Elect William J. Shaw | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Repeal of Classified Board | Mgmt | For | For | For | ||||
MongoDB, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MDB | CUSIP 60937P106 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Archana Agrawal | Mgmt | For | For | For | ||||
1.2 | Elect Hope Cochran | Mgmt | For | For | For | ||||
1.3 | Elect Dwight Merriman | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Monolithic Power Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MPWR | CUSIP 609839105 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Victor K. Lee | Mgmt | For | For | For | ||||
2 | Elect James C. Moyer | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Amendment to the 2004 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
Old Dominion Freight Line, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ODFL | CUSIP 679580100 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Sherry A. Aaholm | Mgmt | For | For | For | ||||
1.2 | Elect David S. Congdon | Mgmt | For | For | For | ||||
1.3 | Elect John R. Congdon, Jr. | Mgmt | For | For | For | ||||
1.4 | Elect Andrew S. Davis | Mgmt | For | For | For | ||||
1.5 | Elect Bradley R. Gabosch | Mgmt | For | For | For | ||||
1.6 | Elect Greg C. Gantt | Mgmt | For | For | For | ||||
1.7 | Elect Patrick D. Hanley | Mgmt | For | For | For | ||||
1.8 | Elect John D. Kasarda | Mgmt | For | For | For | ||||
1.9 | Elect Wendy T. Stallings | Mgmt | For | For | For | ||||
1.10 | Elect Thomas A. Stith, III | Mgmt | For | For | For | ||||
1.11 | Elect Leo H. Suggs | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
ON Semiconductor Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ON | CUSIP 682189105 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Atsushi Abe | Mgmt | For | For | For | ||||
2 | Elect Alan Campbell | Mgmt | For | For | For | ||||
3 | Elect Susan K. Carter | Mgmt | For | For | For | ||||
4 | Elect Thomas L. Deitrich | Mgmt | For | For | For | ||||
5 | Elect Hassane S. El-Khoury | Mgmt | For | For | For | ||||
6 | Elect Bruce E. Kiddoo | Mgmt | For | For | For | ||||
7 | Elect Paul A. Mascarenas | Mgmt | For | For | For | ||||
8 | Elect Gregory L. Waters | Mgmt | For | For | For | ||||
9 | Elect Christine Y. Yan | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
O'Reilly Automotive, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ORLY | CUSIP 67103H107 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect David E. O'Reilly | Mgmt | For | For | For | ||||
2 | Elect Larry P. O'Reilly | Mgmt | For | For | For | ||||
3 | Elect Greg Henslee | Mgmt | For | For | For | ||||
4 | Elect Jay D. Burchfield | Mgmt | For | For | For | ||||
5 | Elect Thomas T. Hendrickson | Mgmt | For | For | For | ||||
6 | Elect John R. Murphy | Mgmt | For | For | For | ||||
7 | Elect Dana M. Perlman | Mgmt | For | For | For | ||||
8 | Elect Maria A. Sastre | Mgmt | For | For | For | ||||
9 | Elect Andrea M. Weiss | Mgmt | For | For | For | ||||
10 | Elect Fred Whitfield | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Palo Alto Networks, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PANW | CUSIP 697435105 | 12/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Helene D. Gayle | Mgmt | For | For | For | ||||
2 | Elect James J. Goetz | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Amendment to the 2021 Equity Incentive Plan | Mgmt | For | For | For | ||||
Paylocity Holding Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PCTY | CUSIP 70438V106 | 12/01/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Steven R. Beauchamp | Mgmt | For | For | For | ||||
1.2 | Elect Virginia G. Breen | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Robin L. Pederson | Mgmt | For | For | For | ||||
1.4 | Elect Andres D. Reiner | Mgmt | For | For | For | ||||
1.5 | Elect Kenneth B. Robinson | Mgmt | For | For | For | ||||
1.6 | Elect Ronald V. Waters III | Mgmt | For | For | For | ||||
1.7 | Elect Toby J. Williams | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Penumbra, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PEN | CUSIP 70975L107 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Arani Bose | Mgmt | For | For | For | ||||
1.2 | Elect Bridget O'Rourke | Mgmt | For | For | For | ||||
1.3 | Elect Surbhi Sarna | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Quanta Services, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PWR | CUSIP 74762E102 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Earl C. Austin, Jr. | Mgmt | For | For | For | ||||
2 | Elect Doyle N. Beneby | Mgmt | For | For | For | ||||
3 | Elect Vincent D. Foster | Mgmt | For | For | For | ||||
4 | Elect Bernard Fried | Mgmt | For | For | For | ||||
5 | Elect Worthing F. Jackman | Mgmt | For | For | For | ||||
6 | Elect Holli C. Ladhani | Mgmt | For | For | For | ||||
7 | Elect David M. McClanahan | Mgmt | For | For | For | ||||
8 | Elect R. Scott Rowe | Mgmt | For | For | For | ||||
9 | Elect Margaret B. Shannon | Mgmt | For | For | For | ||||
10 | Elect Martha B. Wyrsch | Mgmt | For | Against | Against | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
RH | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RH | CUSIP 74967X103 | 04/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Approval of the 2023 Stock Incentive Plan | Mgmt | For | Against | Against | ||||
RH | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RH | CUSIP 74967X103 | 06/29/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Hilary Krane | Mgmt | For | Withhold | Against | ||||
1.2 | Elect Kathleen C. Mitic | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Ali Rowghani | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Shareholder Proposal Regarding Down Products | ShrHoldr | Against | Against | For | ||||
Roblox Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RBLX | CUSIP 771049103 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect David Baszucki | Mgmt | For | For | For | ||||
1.2 | Elect Gregory Baszucki | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Ross Stores, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ROST | CUSIP 778296103 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect K. Gunnar Bjorklund | Mgmt | For | For | For | ||||
2 | Elect Michael J. Bush | Mgmt | For | For | For | ||||
3 | Elect Edward G. Cannizzaro | Mgmt | For | For | For | ||||
4 | Elect Sharon D. Garrett | Mgmt | For | For | For | ||||
5 | Elect Michael J. Hartshorn | Mgmt | For | For | For | ||||
6 | Elect Stephen D. Milligan | Mgmt | For | For | For | ||||
7 | Elect Patricia H. Mueller | Mgmt | For | For | For | ||||
8 | Elect George P. Orban | Mgmt | For | For | For | ||||
9 | Elect Larree M. Renda | Mgmt | For | For | For | ||||
10 | Elect Barbara Rentler | Mgmt | For | For | For | ||||
11 | Elect Doniel N. Sutton | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Royalty Pharma plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RPRX | CUSIP G7709Q104 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Pablo Legorreta | Mgmt | For | For | For | ||||
2 | Elect Henry A. Fernandez | Mgmt | For | Against | Against | ||||
3 | Elect Bonnie L. Bassler | Mgmt | For | For | For | ||||
4 | Elect Errol B. De Souza | Mgmt | For | Against | Against | ||||
5 | Elect Catherine Engelbert | Mgmt | For | For | For | ||||
6 | Elect Mario G. Giuliani | Mgmt | For | For | For | ||||
7 | Elect David C. Hodgson | Mgmt | For | Against | Against | ||||
8 | Elect Ted W. Love | Mgmt | For | Against | Against | ||||
9 | Elect Gregory Norden | Mgmt | For | Against | Against | ||||
10 | Elect Rory B. Riggs | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Accounts and Reports | Mgmt | For | For | For | ||||
14 | Remuneration Report | Mgmt | For | Against | Against | ||||
15 | Reappointment of U.K. Statutory Auditor | Mgmt | For | For | For | ||||
16 | Authority to Set U.K. Auditor's Fees | Mgmt | For | For | For | ||||
Sarepta Therapeutics, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SRPT | CUSIP 803607100 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard J. Barry | Mgmt | For | For | For | ||||
2 | Elect M. Kathleen Behrens | Mgmt | For | For | For | ||||
3 | Elect Stephen L. Mayo | Mgmt | For | For | For | ||||
4 | Elect Claude Nicaise | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
6 | Amendment to the 2018 Equity Incentive Plan | Mgmt | For | For | For | ||||
7 | Amendment to the 2013 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
Seagen Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SGEN | CUSIP 81181C104 | 05/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Acquisition by Pfizer | Mgmt | For | For | For | ||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | Against | Against | ||||
Seagen Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SGEN | CUSIP 81181C104 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect David W. Gryska | Mgmt | For | For | For | ||||
2 | Elect John Orwin | Mgmt | For | Against | Against | ||||
3 | Elect Alpna H. Seth | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Amendment to the 2007 Equity Incentive Plan | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
SolarEdge Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SEDG | CUSIP 83417M104 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Marcel Gani | Mgmt | For | For | For | ||||
2 | Elect Tal Payne | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Repeal of Classified Board | Mgmt | For | For | For | ||||
7 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
8 | Amendment to Articles to Add Federal Forum Selection Clause | Mgmt | For | Against | Against | ||||
Teledyne Technologies Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TDY | CUSIP 879360105 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kenneth C. Dahlberg | Mgmt | For | For | For | ||||
2 | Elect Michelle A. Kumbier | Mgmt | For | For | For | ||||
3 | Elect Robert A. Malone | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
The Carlyle Group Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CG | CUSIP 14309L102 | 05/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect William E. Conway, Jr. | Mgmt | For | For | For | ||||
1.2 | Elect Lawton W. Fitt | Mgmt | For | For | For | ||||
1.3 | Elect Mark S. Ordan | Mgmt | For | For | For | ||||
1.4 | Elect Anthony Welters | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Repeal of Classified Board | Mgmt | For | For | For | ||||
4 | Amendment to the 2012 Equity Incentive Plan | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
6 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | For | For | For | ||||
The Descartes Systems Group Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DSG | CUSIP 249906108 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Deepak Chopra | Mgmt | For | For | For | ||||
2 | Elect Deborah Close | Mgmt | For | For | For | ||||
3 | Elect Eric A. Demirian | Mgmt | For | For | For | ||||
4 | Elect Sandra L. Hanington | Mgmt | For | For | For | ||||
5 | Elect Kelley Irwin | Mgmt | For | For | For | ||||
6 | Elect Dennis Maple | Mgmt | For | For | For | ||||
7 | Elect Chris E. Muntwyler | Mgmt | For | For | For | ||||
8 | Elect Jane O'Hagan | Mgmt | For | For | For | ||||
9 | Elect Edward J. Ryan | Mgmt | For | For | For | ||||
10 | Elect John J. Walker | Mgmt | For | For | For | ||||
11 | Appointment of Auditor | Mgmt | For | For | For | ||||
12 | Shareholder Rights Plan | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
The Trade Desk, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TTD | CUSIP 88339J105 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Jeff T. Green | Mgmt | For | For | For | ||||
1.2 | Elect Andrea Cunningham | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
Tractor Supply Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TSCO | CUSIP 892356106 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Joy Brown | Mgmt | For | For | For | ||||
2 | Elect Ricardo Cardenas | Mgmt | For | For | For | ||||
3 | Elect Andre J. Hawaux | Mgmt | For | For | For | ||||
4 | Elect Denise L. Jackson | Mgmt | For | For | For | ||||
5 | Elect Ramkumar Krishnan | Mgmt | For | For | For | ||||
6 | Elect Edna K. Morris | Mgmt | For | For | For | ||||
7 | Elect Mark J. Weikel | Mgmt | For | For | For | ||||
8 | Elect Harry A. Lawton III | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Ulta Beauty, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ULTA | CUSIP 90384S303 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michelle L. Collins | Mgmt | For | For | For | ||||
2 | Elect Patricia Little | Mgmt | For | For | For | ||||
3 | Elect Heidi G. Petz | Mgmt | For | For | For | ||||
4 | Elect Michael C. Smith | Mgmt | For | For | For | ||||
5 | Repeal of Classified Board | Mgmt | For | For | For | ||||
6 | Elimination of Supermajority Requirement to Remove Directors | Mgmt | For | For | For | ||||
7 | Elimination of Supermajority Requirements for Amendments to Certificate of Incorporation | Mgmt | For | For | For | ||||
8 | Elimination of Supermajority Requirements for Amendments to Bylaws | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
United Rentals, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
URI | CUSIP 911363109 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jose B. Alvarez | Mgmt | For | For | For | ||||
2 | Elect Marc A. Bruno | Mgmt | For | For | For | ||||
3 | Elect Larry D. De Shon | Mgmt | For | For | For | ||||
4 | Elect Matthew J. Flannery | Mgmt | For | For | For | ||||
5 | Elect Bobby J. Griffin | Mgmt | For | For | For | ||||
6 | Elect Kim Harris Jones | Mgmt | For | For | For | ||||
7 | Elect Terri L. Kelly | Mgmt | For | For | For | ||||
8 | Elect Michael J. Kneeland | Mgmt | For | For | For | ||||
9 | Elect Francisco J. Lopez-Balboa | Mgmt | For | For | For | ||||
10 | Elect Gracia C. Martore | Mgmt | For | For | For | ||||
11 | Elect Shiv Singh | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Reduce Ownership Threshold to Initiate Written Consent | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | ShrHoldr | Against | Against | For | ||||
Veeva Systems Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VEEV | CUSIP 922475108 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Tim Cabral | Mgmt | For | For | For | ||||
2 | Elect Mark Carges | Mgmt | For | For | For | ||||
3 | Elect Peter P. Gassner | Mgmt | For | For | For | ||||
4 | Elect Mary Lynne Hedley | Mgmt | For | For | For | ||||
5 | Elect Priscilla Hung | Mgmt | For | For | For | ||||
6 | Elect Tina Hunt | Mgmt | For | For | For | ||||
7 | Elect Marshall Mohr | Mgmt | For | For | For | ||||
8 | Elect Gordon Ritter | Mgmt | For | For | For | ||||
9 | Elect Paul Sekhri | Mgmt | For | Against | Against | ||||
10 | Elect Matthew J. Wallach | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Amendment to Articles to Eliminate Inoperative Provisions and to Update Other Miscellaneous Provisions | Mgmt | For | For | For | ||||
13 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
W.W. Grainger, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GWW | CUSIP 384802104 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Rodney C. Adkins | Mgmt | For | For | For | ||||
2 | Elect V. Ann Hailey | Mgmt | For | For | For | ||||
3 | Elect Katherine D. Jaspon | Mgmt | For | For | For | ||||
4 | Elect Stuart L. Levenick | Mgmt | For | For | For | ||||
5 | Elect D. G. Macpherson | Mgmt | For | For | For | ||||
6 | Elect Neil S. Novich | Mgmt | For | For | For | ||||
7 | Elect Beatriz R. Perez | Mgmt | For | For | For | ||||
8 | Elect E. Scott Santi | Mgmt | For | For | For | ||||
9 | Elect Susan Slavik Williams | Mgmt | For | For | For | ||||
10 | Elect Lucas E. Watson | Mgmt | For | For | For | ||||
11 | Elect Steven A. White | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Waste Connections, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WCN | CUSIP 94106B101 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Andrea E. Bertone | Mgmt | For | For | For | ||||
2 | Elect Edward E. Guillet | Mgmt | For | For | For | ||||
3 | Elect Michael W. Harlan | Mgmt | For | For | For | ||||
4 | Elect Larry S. Hughes | Mgmt | For | For | For | ||||
5 | Elect Worthing F. Jackman | Mgmt | N/A | Withhold | N/A | ||||
6 | Elect Elise L. Jordan | Mgmt | For | For | For | ||||
7 | Elect Susan Lee | Mgmt | For | For | For | ||||
8 | Elect Ronald J. Mittelstaedt | Mgmt | For | For | For | ||||
9 | Elect William J. Razzouk | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
Zscaler, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ZS | CUSIP 98980G102 | 01/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Andrew Brown | Mgmt | For | For | For | ||||
1.2 | Elect Scott Darling | Mgmt | For | Withhold | Against | ||||
1.3 | Elect David Schneider | Mgmt | For | Withhold | Against | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Fund Name : Neuberger Berman Mid Cap Intrinsic Value Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Aercap Holdings N.V. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AER | CUSIP N00985106 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Ratification of Board Acts | Mgmt | For | For | For | ||||
3 | Designation of CFO as Person Temporarily Responsible for Management | Mgmt | For | For | For | ||||
4 | Appointment of Auditor | Mgmt | For | For | For | ||||
5 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
6 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | ||||
7 | Authority to Issue Shares w/ Preemptive Rights in connection with Mergers and Acquisitions | Mgmt | For | For | For | ||||
8 | Authority to Suppress Preemptive Rights (Additional Authority) | Mgmt | For | Against | Against | ||||
9 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
10 | Authority to Repurchase Additional Shares | Mgmt | For | For | For | ||||
11 | Reduction of Capital through Cancelation of Shares | Mgmt | For | For | For | ||||
Allison Transmission Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ALSN | CUSIP 01973R101 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Judy L. Altmaier | Mgmt | For | For | For | ||||
2 | Elect D. Scott Barbour | Mgmt | For | For | For | ||||
3 | Elect Philip J. Christman | Mgmt | For | For | For | ||||
4 | Elect David C. Everitt | Mgmt | For | For | For | ||||
5 | Elect David S. Graziosi | Mgmt | For | For | For | ||||
6 | Elect Carolann I. Haznedar | Mgmt | For | For | For | ||||
7 | Elect Richard P. Lavin | Mgmt | For | For | For | ||||
8 | Elect Sasha Ostojic | Mgmt | For | For | For | ||||
9 | Elect Gustave F. Perna | Mgmt | For | For | For | ||||
10 | Elect Krishna Shivram | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Aptiv PLC | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APTV | CUSIP G6095L109 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kevin P. Clark | Mgmt | For | For | For | ||||
2 | Elect Richard L. Clemmer | Mgmt | For | For | For | ||||
3 | Elect Nancy E. Cooper | Mgmt | For | For | For | ||||
4 | Elect Joseph L. Hooley | Mgmt | For | For | For | ||||
5 | Elect Merit E. Janow | Mgmt | For | For | For | ||||
6 | Elect Sean O. Mahoney | Mgmt | For | For | For | ||||
7 | Elect Paul M. Meister | Mgmt | For | For | For | ||||
8 | Elect Robert K. Ortberg | Mgmt | For | For | For | ||||
9 | Elect Colin J. Parris | Mgmt | For | For | For | ||||
10 | Elect Ana G. Pinczuk | Mgmt | For | For | For | ||||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Arcosa, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ACA | CUSIP 039653100 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Joseph Alvarado | Mgmt | For | For | For | ||||
2 | Elect Rhys J. Best | Mgmt | For | For | For | ||||
3 | Elect Antonio Carrillo | Mgmt | For | For | For | ||||
4 | Elect Jeffrey A. Craig | Mgmt | For | For | For | ||||
5 | Elect Steven J. Demetriou | Mgmt | For | For | For | ||||
6 | Elect Ronald J. Gafford | Mgmt | For | For | For | ||||
7 | Elect John W. Lindsay | Mgmt | For | For | For | ||||
8 | Elect Kimberly S. Lubel | Mgmt | For | For | For | ||||
9 | Elect Julie A. Piggott | Mgmt | For | For | For | ||||
10 | Elect Melanie M. Trent | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Ashland Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ASH | CUSIP 044186104 | 01/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steven D. Bishop | Mgmt | For | For | For | ||||
2 | Elect Brendan M. Cummins | Mgmt | For | For | For | ||||
3 | Elect Suzan F. Harrison | Mgmt | For | For | For | ||||
4 | Elect Jay V. Ihlenfeld | Mgmt | For | For | For | ||||
5 | Elect Wetteny Joseph | Mgmt | For | For | For | ||||
6 | Elect Susan L. Main | Mgmt | For | For | For | ||||
7 | Elect Guillermo Novo | Mgmt | For | For | For | ||||
8 | Elect Jerome A. Peribere | Mgmt | For | For | For | ||||
9 | Elect Janice J. Teal | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Avanos Medical, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AVNS | CUSIP 05350V106 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gary D. Blackford | Mgmt | For | For | For | ||||
2 | Elect John P. Byrnes | Mgmt | For | For | For | ||||
3 | Elect Lisa C. Egbuonu-Davis | Mgmt | For | For | For | ||||
4 | Elect Patrick J. O'Leary | Mgmt | For | For | For | ||||
5 | Elect Julie A. Shimer | Mgmt | For | For | For | ||||
6 | Elect Joseph F. Woody | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Amendment to the 2021 Long Term Incentive Plan | Mgmt | For | For | For | ||||
Baker Hughes Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BKR | CUSIP 05722G100 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect W. Geoffrey Beattie | Mgmt | For | For | For | ||||
2 | Elect Gregory D. Brenneman | Mgmt | For | For | For | ||||
3 | Elect Cynthia B. Carroll | Mgmt | For | For | For | ||||
4 | Elect Nelda J. Connors | Mgmt | For | For | For | ||||
5 | Elect Michael R. Dumais | Mgmt | For | For | For | ||||
6 | Elect Lynn L. Elsenhans | Mgmt | For | For | For | ||||
7 | Elect John G. Rice | Mgmt | For | For | For | ||||
8 | Elect Lorenzo Simonelli | Mgmt | For | For | For | ||||
9 | Elect Mohsen M. Sohi | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
BankUnited, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BKU | CUSIP 06652K103 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Rajinder P. Singh | Mgmt | For | For | For | ||||
1.2 | Elect Tere Blanca | Mgmt | For | For | For | ||||
1.3 | Elect John N. DiGiacomo | Mgmt | For | For | For | ||||
1.4 | Elect Michael J. Dowling | Mgmt | For | For | For | ||||
1.5 | Elect Douglas J. Pauls | Mgmt | For | For | For | ||||
1.6 | Elect A. Gail Prudenti | Mgmt | For | For | For | ||||
1.7 | Elect William S. Rubenstein | Mgmt | For | For | For | ||||
1.8 | Elect Germaine Smith-Baugh, Ed. D. | Mgmt | For | For | For | ||||
1.9 | Elect Sanjiv Sobti, Ph. D. | Mgmt | For | For | For | ||||
1.10 | Elect Lynne Wines | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Approval of the 2023 Omnibus Equity Incentive Plan | Mgmt | For | For | For | ||||
Bread Financial Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BFH | CUSIP 018581108 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ralph J. Andretta | Mgmt | For | For | For | ||||
2 | Elect Roger H. Ballou | Mgmt | For | For | For | ||||
3 | Elect John C. Gerspach, Jr. | Mgmt | For | For | For | ||||
4 | Elect Rajesh Natarajan | Mgmt | For | For | For | ||||
5 | Elect Timothy J. Theriault | Mgmt | For | For | For | ||||
6 | Elect Laurie A. Tucker | Mgmt | For | For | For | ||||
7 | Elect Sharen J. Turney | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
Cardiovascular Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSII | CUSIP 141619106 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Acquisition by Abbott Laboratories | Mgmt | For | For | For | ||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | Against | Against | ||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Cardiovascular Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSII | CUSIP 141619106 | 11/08/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Scott R. Ward | Mgmt | For | For | For | ||||
2 | Elect Kelvin Womack | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Carlisle Companies Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSL | CUSIP 142339100 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert G. Bohn | Mgmt | For | For | For | ||||
2 | Elect Gregg A. Ostrander | Mgmt | For | For | For | ||||
3 | Elect Jesse G. Singh | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
CDW Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CDW | CUSIP 12514G108 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Virginia Addicott | Mgmt | For | For | For | ||||
2 | Elect James A. Bell | Mgmt | For | For | For | ||||
3 | Elect Lynda M. Clarizio | Mgmt | For | For | For | ||||
4 | Elect Anthony R. Foxx | Mgmt | For | For | For | ||||
5 | Elect Marc E. Jones | Mgmt | For | For | For | ||||
6 | Elect Christine A. Leahy | Mgmt | For | For | For | ||||
7 | Elect Sanjay Mehrotra | Mgmt | For | For | For | ||||
8 | Elect David W. Nelms | Mgmt | For | For | For | ||||
9 | Elect Joseph R. Swedish | Mgmt | For | For | For | ||||
10 | Elect Donna F. Zarcone | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Allow Shareholders the Right to Call Special Meetings | Mgmt | For | For | For | ||||
15 | Amendment to Articles Regarding Officer Exculpation | Mgmt | For | Against | Against | ||||
CenterPoint Energy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CNP | CUSIP 15189T107 | 04/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Wendy Montoya Cloonan | Mgmt | For | For | For | ||||
2 | Elect Earl M. Cummings | Mgmt | For | For | For | ||||
3 | Elect Christopher H. Franklin | Mgmt | For | For | For | ||||
4 | Elect David J. Lesar | Mgmt | For | For | For | ||||
5 | Elect Raquelle W. Lewis | Mgmt | For | For | For | ||||
6 | Elect Martin H. Nesbitt | Mgmt | For | For | For | ||||
7 | Elect Theodore F. Pound | Mgmt | For | Against | Against | ||||
8 | Elect Phillip R. Smith | Mgmt | For | For | For | ||||
9 | Elect Barry T. Smitherman | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Scope 3 Targets | ShrHoldr | Against | Against | For | ||||
Chico's FAS, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CHS | CUSIP 168615102 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Bonnie R. Brooks | Mgmt | For | For | For | ||||
2 | Elect Janice L. Fields | Mgmt | For | For | For | ||||
3 | Elect Deborah L. Kerr | Mgmt | For | For | For | ||||
4 | Elect Eli M. Kumekpor | Mgmt | For | For | For | ||||
5 | Elect Molly Langenstein | Mgmt | For | For | For | ||||
6 | Elect John J. Mahoney | Mgmt | For | For | For | ||||
7 | Elect Kevin Mansell | Mgmt | For | For | For | ||||
8 | Elect Kim Roy | Mgmt | For | For | For | ||||
9 | Elect David F. Walker | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Amendment to the 2020 Omnibus Stock and Incentive Plan | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Childrens Place Inc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PLCE | CUSIP 168905107 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect John E. Bachman | Mgmt | For | For | For | ||||
2 | Elect Marla Beck | Mgmt | For | For | For | ||||
3 | Elect Elizabeth J. Boland | Mgmt | For | For | For | ||||
4 | Elect Jane T. Elfers | Mgmt | For | For | For | ||||
5 | Elect John A. Frascotti | Mgmt | For | For | For | ||||
6 | Elect Tracey R. Griffin | Mgmt | For | For | For | ||||
7 | Elect Katherine Kountze | Mgmt | For | For | For | ||||
8 | Elect Norman S. Matthews | Mgmt | For | For | For | ||||
9 | Elect Wesley S. McDonald | Mgmt | For | For | For | ||||
10 | Elect Debby Reiner | Mgmt | For | For | For | ||||
11 | Elect Michael Shaffer | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Ciena Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CIEN | CUSIP 171779309 | 03/30/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | �� | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Joanne B. Olsen | Mgmt | For | For | For | ||||
2 | Elect Gary B. Smith | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Cleveland-Cliffs Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CLF | CUSIP 185899101 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect C. Lourenco Goncalves | Mgmt | For | For | For | ||||
1.2 | Elect Douglas C. Taylor | Mgmt | For | For | For | ||||
1.3 | Elect John T. Baldwin | Mgmt | For | For | For | ||||
1.4 | Elect Robert P. Fisher, Jr. | Mgmt | For | For | For | ||||
1.5 | Elect William K. Gerber | Mgmt | For | For | For | ||||
1.6 | Elect Susan M. Green | Mgmt | For | For | For | ||||
1.7 | Elect Ralph S. Michael, III | Mgmt | For | For | For | ||||
1.8 | Elect Janet L. Miller | Mgmt | For | For | For | ||||
1.9 | Elect Gabriel Stoliar | Mgmt | For | For | For | ||||
1.10 | Elect Arlene M. Yocum | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Coherent Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
COHR | CUSIP 19247G107 | 11/16/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Enrico Digirolamo | Mgmt | For | For | For | ||||
2 | Elect David L. Motley | Mgmt | For | For | For | ||||
3 | Elect Shaker Sadasivam | Mgmt | For | For | For | ||||
4 | Elect Lisa Neal-Graves | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Comerica Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CMA | CUSIP 200340107 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nancy Avila | Mgmt | For | For | For | ||||
2 | Elect Michael E. Collins | Mgmt | For | For | For | ||||
3 | Elect Roger A. Cregg | Mgmt | For | For | For | ||||
4 | Elect Curtis C. Farmer | Mgmt | For | For | For | ||||
5 | Elect Jacqueline P. Kane | Mgmt | For | For | For | ||||
6 | Elect Derek J. Kerr | Mgmt | For | For | For | ||||
7 | Elect Richard G. Lindner | Mgmt | For | For | For | ||||
8 | Elect Jennifer H. Sampson | Mgmt | For | For | For | ||||
9 | Elect Barbara R. Smith | Mgmt | For | For | For | ||||
10 | Elect Robert S. Taubman | Mgmt | For | For | For | ||||
11 | Elect Reginald M. Turner, Jr. | Mgmt | For | For | For | ||||
12 | Elect Nina Vaca | Mgmt | For | For | For | ||||
13 | Elect Michael G. Van de Ven | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Conduent Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CNDT | CUSIP 206787103 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Clifford Skelton | Mgmt | For | For | For | ||||
2 | Elect Hunter C. Gary | Mgmt | For | For | For | ||||
3 | Elect Kathy J. Higgins Victor | Mgmt | For | For | For | ||||
4 | Elect Scott Letier | Mgmt | For | For | For | ||||
5 | Elect Jesse A. Lynn | Mgmt | For | For | For | ||||
6 | Elect Steven D. Miller | Mgmt | For | For | For | ||||
7 | Elect Michael Montelongo | Mgmt | For | For | For | ||||
8 | Elect Margarita Palau-Hernandez | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Devon Energy Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DVN | CUSIP 25179M103 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Barbara M. Baumann | Mgmt | For | For | For | ||||
1.2 | Elect John E. Bethancourt | Mgmt | For | For | For | ||||
1.3 | Elect Ann G. Fox | Mgmt | For | Withhold | Against | ||||
1.4 | Elect Gennifer F. Kelly | Mgmt | For | For | For | ||||
1.5 | Elect Kelt Kindick | Mgmt | For | For | For | ||||
1.6 | Elect John Krenicki, Jr. | Mgmt | For | For | For | ||||
1.7 | Elect Karl F. Kurz | Mgmt | For | For | For | ||||
1.8 | Elect Michael N. Mears | Mgmt | For | For | For | ||||
1.9 | Elect Robert A. Mosbacher, Jr. | Mgmt | For | For | For | ||||
1.10 | Elect Richard E. Muncrief | Mgmt | For | For | For | ||||
1.11 | Elect Valerie M. Williams | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Exclusive Forum Provision | Mgmt | For | For | For | ||||
6 | Amendment Regarding the Exculpation of Officers | Mgmt | For | Against | Against | ||||
7 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
DocuSign, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DOCU | CUSIP 256163106 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect James A. Beer | Mgmt | For | For | For | ||||
1.2 | Elect Cain A. Hayes | Mgmt | For | For | For | ||||
1.3 | Elect Allan Thygesen | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Dollar Tree, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DLTR | CUSIP 256746108 | 06/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard W. Dreiling | Mgmt | For | For | For | ||||
2 | Elect Cheryl W. Grise | Mgmt | For | For | For | ||||
3 | Elect Daniel J. Heinrich | Mgmt | For | For | For | ||||
4 | Elect Paul C. Hilal | Mgmt | For | For | For | ||||
5 | Elect Edward J. Kelly, III | Mgmt | For | For | For | ||||
6 | Elect Mary A. Laschinger | Mgmt | For | For | For | ||||
7 | Elect Jeffrey G. Naylor | Mgmt | For | For | For | ||||
8 | Elect Winnie Y. Park | Mgmt | For | For | For | ||||
9 | Elect Bertram L. Scott | Mgmt | For | For | For | ||||
10 | Elect Stephanie P. Stahl | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Report on Workforce Practices and Financial Returns | ShrHoldr | Against | Against | For | ||||
Dropbox, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DBX | CUSIP 26210C104 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Andrew W. Houston | Mgmt | For | For | For | ||||
1.2 | Elect Donald W. Blair | Mgmt | For | For | For | ||||
1.3 | Elect Lisa Campbell | Mgmt | For | For | For | ||||
1.4 | Elect Paul E. Jacobs | Mgmt | For | For | For | ||||
1.5 | Elect Sara Mathew | Mgmt | For | For | For | ||||
1.6 | Elect Abhay Parasnis | Mgmt | For | For | For | ||||
1.7 | Elect Karen Peacock | Mgmt | For | For | For | ||||
1.8 | Elect Michael Seibel | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Dun & Bradstreet Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DNB | CUSIP 26484T106 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Ellen R. Alemany | Mgmt | For | Withhold | Against | ||||
1.2 | Elect Douglas K. Ammerman | Mgmt | For | For | For | ||||
1.3 | Elect Chinh E. Chu | Mgmt | For | For | For | ||||
1.4 | Elect William P. Foley | Mgmt | For | For | For | ||||
1.5 | Elect Thomas M. Hagerty | Mgmt | For | Withhold | Against | ||||
1.6 | Elect Anthony M. Jabbour | Mgmt | For | For | For | ||||
1.7 | Elect Keith J. Jackson | Mgmt | For | Withhold | Against | ||||
1.8 | Elect Richard N. Massey | Mgmt | For | For | For | ||||
1.9 | Elect James A. Quella | Mgmt | For | For | For | ||||
1.10 | Elect Ganesh B. Rao | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Enerpac Tool Group Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EPAC | CUSIP 292765104 | 02/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Alfredo Altavilla | Mgmt | For | For | For | ||||
1.2 | Elect Judy L. Altmaier | Mgmt | For | For | For | ||||
1.3 | Elect J. Palmer Clarkson | Mgmt | For | For | For | ||||
1.4 | Elect Danny L. Cunningham | Mgmt | For | For | For | ||||
1.5 | Elect E. James Ferland | Mgmt | For | For | For | ||||
1.6 | Elect Richard D. Holder | Mgmt | For | For | For | ||||
1.7 | Elect Lynn Minella | Mgmt | For | For | For | ||||
1.8 | Elect Sidney S. Simmons | Mgmt | For | For | For | ||||
1.9 | Elect Paul E. Sternlieb | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
EOG Resources, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EOG | CUSIP 26875P101 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Janet F. Clark | Mgmt | For | For | For | ||||
2 | Elect Charles R. Crisp | Mgmt | For | For | For | ||||
3 | Elect Robert P. Daniels | Mgmt | For | For | For | ||||
4 | Elect Lynn A. Dugle | Mgmt | For | For | For | ||||
5 | Elect C. Christopher Gaut | Mgmt | For | For | For | ||||
6 | Elect Michael T. Kerr | Mgmt | For | For | For | ||||
7 | Elect Julie J. Robertson | Mgmt | For | For | For | ||||
8 | Elect Donald F. Textor | Mgmt | For | For | For | ||||
9 | Elect Ezra Y. Yacob | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Evergy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EVRG | CUSIP 30034W106 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect David A. Campbell | Mgmt | For | For | For | ||||
2 | Elect Thomas D. Hyde | Mgmt | For | For | For | ||||
3 | Elect B. Anthony Isaac | Mgmt | For | For | For | ||||
4 | Elect Paul Keglevic | Mgmt | For | For | For | ||||
5 | Elect Mary L. Landrieu | Mgmt | For | For | For | ||||
6 | Elect Sandra A.J. Lawrence | Mgmt | For | For | For | ||||
7 | Elect Ann D. Murtlow | Mgmt | For | For | For | ||||
8 | Elect Sandra J. Price | Mgmt | For | For | For | ||||
9 | Elect Mark A. Ruelle | Mgmt | For | For | For | ||||
10 | Elect James Scarola | Mgmt | For | For | For | ||||
11 | Elect C. John Wilder | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Fortune Brands Innovations, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FBIN | CUSIP 34964C106 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nicholas I. Fink | Mgmt | For | For | For | ||||
2 | Elect A.D. David Mackay | Mgmt | For | For | For | ||||
3 | Elect Stephanie L. Pugliese | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Amendment to Articles Regarding the Exculpation of Officers | Mgmt | For | Against | Against | ||||
General Dynamics Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GD | CUSIP 369550108 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard D. Clarke | Mgmt | For | For | For | ||||
2 | Elect James S. Crown | Mgmt | For | For | For | ||||
3 | Elect Rudy F. deLeon | Mgmt | For | For | For | ||||
4 | Elect Cecil D. Haney | Mgmt | For | For | For | ||||
5 | Elect Mark M. Malcolm | Mgmt | For | For | For | ||||
6 | Elect James N. Mattis | Mgmt | For | For | For | ||||
7 | Elect Phebe N. Novakovic | Mgmt | For | For | For | ||||
8 | Elect C. Howard Nye | Mgmt | For | For | For | ||||
9 | Elect Catherine B. Reynolds | Mgmt | For | For | For | ||||
10 | Elect Laura J. Schumacher | Mgmt | For | For | For | ||||
11 | Elect Robert K. Steel | Mgmt | For | For | For | ||||
12 | Elect John G. Stratton | Mgmt | For | For | For | ||||
13 | Elect Peter A. Wall | Mgmt | For | For | For | ||||
14 | Amendment to Articles Limiting the Liability of Certain Officers | Mgmt | For | Against | Against | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
18 | Shareholder Proposal Regarding Report on Human Rights Impact Assessments | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Globe Life Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GL | CUSIP 37959E102 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Linda L. Addison | Mgmt | For | For | For | ||||
2 | Elect Marilyn A. Alexander | Mgmt | For | For | For | ||||
3 | Elect Cheryl D. Alston | Mgmt | For | For | For | ||||
4 | Elect Mark A. Blinn | Mgmt | For | For | For | ||||
5 | Elect James P. Brannen | Mgmt | For | For | For | ||||
6 | Elect Jane Buchan | Mgmt | For | For | For | ||||
7 | Elect Alice S. Cho | Mgmt | For | For | For | ||||
8 | Elect J. Matthew Darden | Mgmt | For | For | For | ||||
9 | Elect Steven P. Johnson | Mgmt | For | For | For | ||||
10 | Elect David A. Rodriguez | Mgmt | For | For | For | ||||
11 | Elect Frank M. Svoboda | Mgmt | For | For | For | ||||
12 | Elect Mary E. Thigpen | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Amendment to the 2018 Incentive Plan | Mgmt | For | Against | Against | ||||
17 | Amendment to Allow Exculpation of Officers | Mgmt | For | Against | Against | ||||
Haemonetics Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HAE | CUSIP 405024100 | 08/05/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert E. Abernathy | Mgmt | For | For | For | ||||
2 | Elect Catherine M. Burzik | Mgmt | For | For | For | ||||
3 | Elect Michael J. Coyle | Mgmt | For | For | For | ||||
4 | Elect Charles J. Dockendorff | Mgmt | For | For | For | ||||
5 | Elect Lloyd E. Johnson | Mgmt | For | For | For | ||||
6 | Elect Mark W. Kroll | Mgmt | For | For | For | ||||
7 | Elect Claire Pomeroy | Mgmt | For | For | For | ||||
8 | Elect Christopher A. Simon | Mgmt | For | For | For | ||||
9 | Elect Ellen M. Zane | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
Huntington Bancshares Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HBAN | CUSIP 446150104 | 04/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Alanna Y. Cotton | Mgmt | For | For | For | ||||
2 | Elect Ann B. Crane | Mgmt | For | For | For | ||||
3 | Elect Gina D. France | Mgmt | For | For | For | ||||
4 | Elect J. Michael Hochschwender | Mgmt | For | For | For | ||||
5 | Elect Richard H. King | Mgmt | For | For | For | ||||
6 | Elect Katherine M.A. Kline | Mgmt | For | For | For | ||||
7 | Elect Richard W. Neu | Mgmt | For | For | For | ||||
8 | Elect Kenneth J. Phelan | Mgmt | For | For | For | ||||
9 | Elect David L. Porteous | Mgmt | For | For | For | ||||
10 | Elect Roger J. Sit | Mgmt | For | For | For | ||||
11 | Elect Stephen D. Steinour | Mgmt | For | For | For | ||||
12 | Elect Jeffrey L. Tate | Mgmt | For | For | For | ||||
13 | Elect Gary Torgow | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
International Game Technology PLC | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
IGT | CUSIP G4863A108 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Elect Massimiliano Chiara | Mgmt | For | Against | Against | ||||
4 | Elect Alberto Dessy | Mgmt | For | For | For | ||||
5 | Elect Marco Drago | Mgmt | For | For | For | ||||
6 | Elect Ashley M. Hunter | Mgmt | For | For | For | ||||
7 | Elect James F. McCann | Mgmt | For | For | For | ||||
8 | Elect Heather McGregor | Mgmt | For | For | For | ||||
9 | Elect Lorenzo Pellicioli | Mgmt | For | For | For | ||||
10 | Elect Maria Pinelli | Mgmt | For | For | For | ||||
11 | Elect Samantha Ravich | Mgmt | For | For | For | ||||
12 | Elect Vincent L. Sadusky | Mgmt | For | For | For | ||||
13 | Elect Marco Sala | Mgmt | For | For | For | ||||
14 | Elect Gianmario Tondato da Ruos | Mgmt | For | For | For | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
17 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
22 | Reduction in Revaluation Reserve | Mgmt | For | For | For | ||||
23 | Cancellation of B Ordinary Share (Revaluation Reserve Reduction) | Mgmt | For | For | For | ||||
Itron, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ITRI | CUSIP 465741106 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mary C. Hemmingsen | Mgmt | For | For | For | ||||
2 | Elect Jerome J. Lande | Mgmt | For | For | For | ||||
3 | Elect Frank M. Jaehnert | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Amendment to the 2012 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
KBR, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KBR | CUSIP 48242W106 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark E. Baldwin | Mgmt | For | For | For | ||||
2 | Elect Stuart J. B. Bradie | Mgmt | For | For | For | ||||
3 | Elect Lynn A. Dugle | Mgmt | For | For | For | ||||
4 | Elect Lester L. Lyles | Mgmt | For | For | For | ||||
5 | Elect Sir John A. Manzoni | Mgmt | For | For | For | ||||
6 | Elect Wendy M. Masiello | Mgmt | For | For | For | ||||
7 | Elect Jack B. Moore | Mgmt | For | For | For | ||||
8 | Elect Ann D. Pickard | Mgmt | For | For | For | ||||
9 | Elect Carlos A. Sabater | Mgmt | For | For | For | ||||
10 | Elect Vincent R. Stewart | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Kyndryl Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KD | CUSIP 50155Q100 | 07/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Janina Kugel | Mgmt | For | For | For | ||||
2 | Elect Denis Machuel | Mgmt | For | For | For | ||||
3 | Elect Rahul Merchant | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Amendment to the 2021 Long-Term Performance Plan | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
M&T Bank Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MTB | CUSIP 55261F104 | 04/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect John P. Barnes | Mgmt | For | For | For | ||||
2 | Elect Robert T. Brady | Mgmt | For | For | For | ||||
3 | Elect Carlton J. Charles | Mgmt | For | For | For | ||||
4 | Elect Jane P. Chwick | Mgmt | For | For | For | ||||
5 | Elect William F. Cruger, Jr. | Mgmt | For | For | For | ||||
6 | Elect T. Jefferson Cunningham, III | Mgmt | For | For | For | ||||
7 | Elect Gary N. Geisel | Mgmt | For | For | For | ||||
8 | Elect Leslie V. Godridge | Mgmt | For | For | For | ||||
9 | Elect Rene F. Jones | Mgmt | For | For | For | ||||
10 | Elect Richard H. Ledgett, Jr. | Mgmt | For | For | For | ||||
11 | Elect Melinda R. Rich | Mgmt | For | For | For | ||||
12 | Elect Robert E. Sadler, Jr. | Mgmt | For | For | For | ||||
13 | Elect Denis J. Salamone | Mgmt | For | For | For | ||||
14 | Elect John R. Scannell | Mgmt | For | For | For | ||||
15 | Elect Rudina Seseri | Mgmt | For | For | For | ||||
16 | Elect Kirk W. Walters | Mgmt | For | For | For | ||||
17 | Elect Herbert L. Washington | Mgmt | For | For | For | ||||
18 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
19 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
20 | Amendment to the 2019 Equity Incentive Compensation Plan | Mgmt | For | For | For | ||||
21 | Ratification of Auditor | Mgmt | For | For | For | ||||
MasterBrand, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MBC | CUSIP 57638P104 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect R. David Banyard, Jr. | Mgmt | For | For | For | ||||
2 | Elect Ann Fritz Hackett | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Mckesson Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MCK | CUSIP 58155Q103 | 07/22/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard H. Carmona | Mgmt | For | For | For | ||||
2 | Elect Dominic J. Caruso | Mgmt | For | For | For | ||||
3 | Elect W. Roy Dunbar | Mgmt | For | For | For | ||||
4 | Elect James H. Hinton | Mgmt | For | For | For | ||||
5 | Elect Donald R. Knauss | Mgmt | For | For | For | ||||
6 | Elect Bradley E. Lerman | Mgmt | For | For | For | ||||
7 | Elect Linda P. Mantia | Mgmt | For | For | For | ||||
8 | Elect Maria Martinez | Mgmt | For | For | For | ||||
9 | Elect Susan R. Salka | Mgmt | For | For | For | ||||
10 | Elect Brian S. Tyler | Mgmt | For | For | For | ||||
11 | Elect Kathleen Wilson-Thompson | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Approval of the 2022 Stock Plan | Mgmt | For | For | For | ||||
15 | Amendment to the 2000 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding 10b5-1 Plans | ShrHoldr | Against | For | Against | ||||
MGM Resorts International | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MGM | CUSIP 552953101 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Barry Diller | Mgmt | For | For | For | ||||
2 | Elect Alexis M. Herman | Mgmt | For | For | For | ||||
3 | Elect William Joseph Hornbuckle | Mgmt | For | For | For | ||||
4 | Elect Mary Chris Jammet | Mgmt | For | For | For | ||||
5 | Elect Joseph Levin | Mgmt | For | For | For | ||||
6 | Elect Rose McKinney-James | Mgmt | For | For | For | ||||
7 | Elect Keith A. Meister | Mgmt | For | For | For | ||||
8 | Elect Paul J. Salem | Mgmt | For | For | For | ||||
9 | Elect Jan G. Swartz | Mgmt | For | For | For | ||||
10 | Elect Daniel J. Taylor | Mgmt | For | For | For | ||||
11 | Elect Ben Winston | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Molson Coors Beverage Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TAP | CUSIP 60871R209 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Roger G. Eaton | Mgmt | For | For | For | ||||
1.2 | Elect Charles M. Herington | Mgmt | For | For | For | ||||
1.3 | Elect H. Sanford Riley | Mgmt | For | Withhold | Against | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Motorola Solutions, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MSI | CUSIP 620076307 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gregory Q. Brown | Mgmt | For | For | For | ||||
2 | Elect Kenneth D. Denman | Mgmt | For | For | For | ||||
3 | Elect Egon P. Durban | Mgmt | For | For | For | ||||
4 | Elect Ayanna M. Howard | Mgmt | For | For | For | ||||
5 | Elect Clayton M. Jones | Mgmt | For | For | For | ||||
6 | Elect Judy C. Lewent | Mgmt | For | For | For | ||||
7 | Elect Gregory K. Mondre | Mgmt | For | For | For | ||||
8 | Elect Joseph M. Tucci | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
NXP Semiconductors N.V. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NXPI | CUSIP N6596X109 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Ratification of Board Acts | Mgmt | For | For | For | ||||
3 | Elect Kurt Sievers | Mgmt | For | For | For | ||||
4 | Elect Annette K. Clayton | Mgmt | For | For | For | ||||
5 | Elect Anthony R. Foxx | Mgmt | For | For | For | ||||
6 | Elect Chunyuan Gu | Mgmt | For | For | For | ||||
7 | Elect Lena Olving | Mgmt | For | For | For | ||||
8 | Elect Julie Southern | Mgmt | For | For | For | ||||
9 | Elect Jasmin Staiblin | Mgmt | For | For | For | ||||
10 | Elect Gregory L. Summe | Mgmt | For | For | For | ||||
11 | Elect Karl-Henrik Sundstrom | Mgmt | For | For | For | ||||
12 | Elect Moshe N. Gavrielov | Mgmt | For | For | For | ||||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
16 | Authority to Cancel Repurchased Shares | Mgmt | For | For | For | ||||
17 | Appointment of Auditor | Mgmt | For | For | For | ||||
18 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Oge Energy Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OGE | CUSIP 670837103 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Frank A. Bozich | Mgmt | For | For | For | ||||
2 | Elect Peter D. Clarke | Mgmt | For | For | For | ||||
3 | Elect Cathy R. Gates | Mgmt | For | For | For | ||||
4 | Elect David L. Hauser | Mgmt | For | For | For | ||||
5 | Elect Luther C. Kissam IV | Mgmt | For | For | For | ||||
6 | Elect Judy R. McReynolds | Mgmt | For | For | For | ||||
7 | Elect David E. Rainbolt | Mgmt | For | For | For | ||||
8 | Elect J. Michael Sanner | Mgmt | For | For | For | ||||
9 | Elect Sheila G. Talton | Mgmt | For | For | For | ||||
10 | Elect Sean Trauschke | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
OPENLANE, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KAR | CUSIP 48238T109 | 06/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Carmel Galvin | Mgmt | For | For | For | ||||
2 | Elect James P. Hallett | Mgmt | For | For | For | ||||
3 | Elect Mark E. Hill | Mgmt | For | For | For | ||||
4 | Elect J. Mark Howell | Mgmt | For | For | For | ||||
5 | Elect Stefan Jacoby | Mgmt | For | For | For | ||||
6 | Elect Peter Kelly | Mgmt | For | For | For | ||||
7 | Elect Michael T. Kestner | Mgmt | For | For | For | ||||
8 | Elect Sanjeev Mehra | Mgmt | For | For | For | ||||
9 | Elect Mary Ellen Smith | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Pediatrix Medical Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MD | CUSIP 58502B106 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Laura A. Linynsky | Mgmt | For | For | For | ||||
2 | Elect Thomas A. McEachin | Mgmt | For | For | For | ||||
3 | Elect Mark S. Ordan | Mgmt | For | For | For | ||||
4 | Elect Michael A. Rucker | Mgmt | For | For | For | ||||
5 | Elect Guy P. Sansone | Mgmt | For | For | For | ||||
6 | Elect John M. Starcher, Jr. | Mgmt | For | For | For | ||||
7 | Elect James D. Swift | Mgmt | For | For | For | ||||
8 | Elect Shirley A. Weis | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Phillips 66 | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PSX | CUSIP 718546104 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gregory J. Hayes | Mgmt | For | For | For | ||||
2 | Elect Charles M. Holley, Jr. | Mgmt | For | For | For | ||||
3 | Elect Denise R. Singleton | Mgmt | For | For | For | ||||
4 | Elect Glenn F. Tilton | Mgmt | For | For | For | ||||
5 | Elect Marna C. Whittington | Mgmt | For | For | For | ||||
6 | Repeal of Classified Board | Mgmt | For | For | For | ||||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Shareholder Proposal Regarding Virgin Plastic Demand | ShrHoldr | Against | Against | For | ||||
Pure Storage, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PSTG | CUSIP 74624M102 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Andrew Brown | Mgmt | For | For | For | ||||
1.2 | Elect John Colgrove | Mgmt | For | For | For | ||||
1.3 | Elect Roxanne Taylor | Mgmt | For | Withhold | Against | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Regency Centers Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
REG | CUSIP 758849103 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Martin E. Stein, Jr. | Mgmt | For | For | For | ||||
2 | Elect Bryce Blair | Mgmt | For | For | For | ||||
3 | Elect C. Ronald Blankenship | Mgmt | For | For | For | ||||
4 | Elect Kristin A. Campbell | Mgmt | For | For | For | ||||
5 | Elect Deirdre J. Evens | Mgmt | For | For | For | ||||
6 | Elect Thomas W. Furphy | Mgmt | For | For | For | ||||
7 | Elect Karin M. Klein | Mgmt | For | For | For | ||||
8 | Elect Peter D. Linneman | Mgmt | For | For | For | ||||
9 | Elect David P. O'Connor | Mgmt | For | For | For | ||||
10 | Elect Lisa Palmer | Mgmt | For | For | For | ||||
11 | Elect James H. Simmons, III | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Resideo Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
REZI | CUSIP 76118Y104 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Roger B. Fradin | Mgmt | For | For | For | ||||
2 | Elect Jay L. Geldmacher | Mgmt | For | For | For | ||||
3 | Elect Paul F. Deninger | Mgmt | For | For | For | ||||
4 | Elect Cynthia L. Hostetler | Mgmt | For | For | For | ||||
5 | Elect Brian Kushner | Mgmt | For | For | For | ||||
6 | Elect Jack R. Lazar | Mgmt | For | For | For | ||||
7 | Elect Nina L. Richardson | Mgmt | For | For | For | ||||
8 | Elect Andrew C. Teich | Mgmt | For | For | For | ||||
9 | Elect Sharon Wienbar | Mgmt | For | For | For | ||||
10 | Elect Kareem Yusuf | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Amendment to the 2018 Stock Incentive Plan | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||||
Sealed Air Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SEE | CUSIP 81211K100 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Elizabeth M. Adefioye | Mgmt | For | For | For | ||||
2 | Elect Zubaid Ahmad | Mgmt | For | For | For | ||||
3 | Elect Kevin C. Berryman | Mgmt | For | For | For | ||||
4 | Elect Francoise Colpron | Mgmt | For | For | For | ||||
5 | Elect Edward L. Doheny II | Mgmt | For | For | For | ||||
6 | Elect Clay M. Johnson | Mgmt | For | For | For | ||||
7 | Elect Henry R. Keizer | Mgmt | For | For | For | ||||
8 | Elect Harry A. Lawton III | Mgmt | For | For | For | ||||
9 | Elect Suzanne B. Rowland | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Skyworks Solutions, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SWKS | CUSIP 83088M102 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Alan S. Batey | Mgmt | For | For | For | ||||
2 | Elect Kevin L. Beebe | Mgmt | For | For | For | ||||
3 | Elect Liam K. Griffin | Mgmt | For | For | For | ||||
4 | Elect Eric J. Guerin | Mgmt | For | For | For | ||||
5 | Elect Christine King | Mgmt | For | For | For | ||||
6 | Elect Suzanne E. McBride | Mgmt | For | For | For | ||||
7 | Elect David P. McGlade | Mgmt | For | For | For | ||||
8 | Elect Robert A. Schriesheim | Mgmt | For | For | For | ||||
9 | Elect Maryann Turcke | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Amendment Regarding the Exculpation of Officers | Mgmt | For | Against | Against | ||||
14 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | N/A | For | N/A | ||||
Starwood Property Trust, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
STWD | CUSIP 85571B105 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Richard D. Bronson | Mgmt | For | For | For | ||||
1.2 | Elect Jeffrey G. Dishner | Mgmt | For | For | For | ||||
1.3 | Elect Camille Douglas | Mgmt | For | For | For | ||||
1.4 | Elect Deborah L. Harmon | Mgmt | For | For | For | ||||
1.5 | Elect Solomon J. Kumin | Mgmt | For | For | For | ||||
1.6 | Elect Frederick P. Perpall | Mgmt | For | For | For | ||||
1.7 | Elect Fred S. Ridley | Mgmt | For | For | For | ||||
1.8 | Elect Barry S. Sternlicht | Mgmt | For | For | For | ||||
1.9 | Elect Strauss Zelnick | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Stericycle, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SRCL | CUSIP 858912108 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert S. Murley | Mgmt | For | For | For | ||||
2 | Elect Cindy J. Miller | Mgmt | For | For | For | ||||
3 | Elect Brian P. Anderson | Mgmt | For | For | For | ||||
4 | Elect Lynn Dorsey Bleil | Mgmt | For | Against | Against | ||||
5 | Elect Thomas F. Chen | Mgmt | For | For | For | ||||
6 | Elect Victoria Dolan | Mgmt | For | For | For | ||||
7 | Elect Naren K. Gursahaney | Mgmt | For | For | For | ||||
8 | Elect Jesse Joel Hackney, Jr. | Mgmt | For | For | For | ||||
9 | Elect Stephen C. Hooley | Mgmt | For | For | For | ||||
10 | Elect James L. Welch | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | For | Against | ||||
15 | Shareholder Proposal Regarding Compensation in the Event of a Change in Control | ShrHoldr | Against | Against | For | ||||
The AES Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AES | CUSIP 00130H105 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Janet G. Davidson | Mgmt | For | For | For | ||||
2 | Elect Andres R. Gluski | Mgmt | For | For | For | ||||
3 | Elect Tarun Khanna | Mgmt | For | For | For | ||||
4 | Elect Holly K. Koeppel | Mgmt | For | For | For | ||||
5 | Elect Julia M. Laulis | Mgmt | For | For | For | ||||
6 | Elect Alain Monie | Mgmt | For | For | For | ||||
7 | Elect John B. Morse, Jr. | Mgmt | For | For | For | ||||
8 | Elect Moises Naim | Mgmt | For | For | For | ||||
9 | Elect Teresa M. Sebastian | Mgmt | For | For | For | ||||
10 | Elect Maura Shaughnessy | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
The Allstate Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ALL | CUSIP 020002101 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Donald E. Brown | Mgmt | For | For | For | ||||
2 | Elect Kermit R. Crawford | Mgmt | For | For | For | ||||
3 | Elect Richard T. Hume | Mgmt | For | For | For | ||||
4 | Elect Margaret M. Keane | Mgmt | For | For | For | ||||
5 | Elect Siddharth N. Mehta | Mgmt | For | For | For | ||||
6 | Elect Jacques P. Perold | Mgmt | For | For | For | ||||
7 | Elect Andrea Redmond | Mgmt | For | For | For | ||||
8 | Elect Gregg M. Sherrill | Mgmt | For | For | For | ||||
9 | Elect Judith A. Sprieser | Mgmt | For | For | For | ||||
10 | Elect Perry M. Traquina | Mgmt | For | For | For | ||||
11 | Elect Monica Turner | Mgmt | For | For | For | ||||
12 | Elect Thomas J. Wilson | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
The Hain Celestial Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HAIN | CUSIP 405217100 | 11/17/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard A. Beck | Mgmt | For | For | For | ||||
2 | Elect Celeste A. Clark | Mgmt | For | For | For | ||||
3 | Elect R. Dean Hollis | Mgmt | For | For | For | ||||
4 | Elect Shervin J. Korangy | Mgmt | For | For | For | ||||
5 | Elect Mark Schiller | Mgmt | For | For | For | ||||
6 | Elect Michael B. Sims | Mgmt | For | For | For | ||||
7 | Elect Carlyn R. Taylor | Mgmt | For | For | For | ||||
8 | Elect Dawn M. Zier | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Approval of the 2022 Long-Term Incentive and Stock Award Plan | Mgmt | For | For | For | ||||
The ODP Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ODP | CUSIP 88337F105 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Quincy L. Allen | Mgmt | For | For | For | ||||
2 | Elect Kristin A. Campbell | Mgmt | For | For | For | ||||
3 | Elect Marcus Dunlop | Mgmt | For | For | For | ||||
4 | Elect Cynthia T. Jamison | Mgmt | For | For | For | ||||
5 | Elect Shashank Samant | Mgmt | For | For | For | ||||
6 | Elect Wendy L. Schoppert | Mgmt | For | Against | Against | ||||
7 | Elect Gerry P. Smith | Mgmt | For | For | For | ||||
8 | Elect David M. Szymanski | Mgmt | For | For | For | ||||
9 | Elect Joseph Vassalluzzo | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
The Williams Companies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WMB | CUSIP 969457100 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Alan S. Armstrong | Mgmt | For | For | For | ||||
2 | Elect Stephen W. Bergstrom | Mgmt | For | For | For | ||||
3 | Elect Michael A. Creel | Mgmt | For | For | For | ||||
4 | Elect Stacey H. Dore | Mgmt | For | For | For | ||||
5 | Elect Carri A. Lockhart | Mgmt | For | For | For | ||||
6 | Elect Richard E. Muncrief | Mgmt | For | For | For | ||||
7 | Elect Peter A. Ragauss | Mgmt | For | For | For | ||||
8 | Elect Rose M. Robeson | Mgmt | For | For | For | ||||
9 | Elect Scott D. Sheffield | Mgmt | For | For | For | ||||
10 | Elect Murray D. Smith | Mgmt | For | For | For | ||||
11 | Elect William H. Spence | Mgmt | For | For | For | ||||
12 | Elect Jesse J. Tyson | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Travel+Leisure Co | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TNL | CUSIP 894164102 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Louise F. Brady | Mgmt | For | For | For | ||||
1.2 | Elect Michael D. Brown | Mgmt | For | For | For | ||||
1.3 | Elect James E. Buckman | Mgmt | For | For | For | ||||
1.4 | Elect George Herrera | Mgmt | For | For | For | ||||
1.5 | Elect Stephen P. Holmes | Mgmt | For | For | For | ||||
1.6 | Elect Lucinda C. Martinez | Mgmt | For | For | For | ||||
1.7 | Elect Denny Marie Post | Mgmt | For | For | For | ||||
1.8 | Elect Ronald L. Rickles | Mgmt | For | For | For | ||||
1.9 | Elect Michael H. Wargotz | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
TreeHouse Foods, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
THS | CUSIP 89469A104 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Scott D. Ostfeld | Mgmt | For | For | For | ||||
2 | Elect Jean E. Spence | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Repeal of Classified Board | Mgmt | For | For | For | ||||
7 | Amendment to the Equity and Incentive Plan | Mgmt | For | For | For | ||||
Truist Financial Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TFC | CUSIP 89832Q109 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jennifer S. Banner | Mgmt | For | For | For | ||||
2 | Elect K. David Boyer, Jr. | Mgmt | For | For | For | ||||
3 | Elect Agnes Bundy Scanlan | Mgmt | For | For | For | ||||
4 | Elect Anna R. Cablik | Mgmt | For | For | For | ||||
5 | Elect Dallas S. Clement | Mgmt | For | For | For | ||||
6 | Elect Paul D. Donahue | Mgmt | For | For | For | ||||
7 | Elect Patrick C. Graney III | Mgmt | For | For | For | ||||
8 | Elect Linnie M. Haynesworth | Mgmt | For | For | For | ||||
9 | Elect Kelly S. King | Mgmt | For | For | For | ||||
10 | Elect Easter A. Maynard | Mgmt | For | For | For | ||||
11 | Elect Donna S. Morea | Mgmt | For | For | For | ||||
12 | Elect Charles A. Patton | Mgmt | For | For | For | ||||
13 | Elect Nido R. Qubein | Mgmt | For | For | For | ||||
14 | Elect David M. Ratcliffe | Mgmt | For | For | For | ||||
15 | Elect William H. Rogers, Jr. | Mgmt | For | For | For | ||||
16 | Elect Frank P. Scruggs, Jr. | Mgmt | For | For | For | ||||
17 | Elect Christine Sears | Mgmt | For | For | For | ||||
18 | Elect Thomas E. Skains | Mgmt | For | For | For | ||||
19 | Elect Bruce L. Tanner | Mgmt | For | For | For | ||||
20 | Elect Thomas N. Thompson | Mgmt | For | For | For | ||||
21 | Elect Steven C. Voorhees | Mgmt | For | For | For | ||||
22 | Ratification of Auditor | Mgmt | For | For | For | ||||
23 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
24 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
25 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Vistra Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VST | CUSIP 92840M102 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Scott B. Helm | Mgmt | For | For | For | ||||
2 | Elect Hilary E. Ackermann | Mgmt | For | For | For | ||||
3 | Elect Arcilia C. Acosta | Mgmt | For | For | For | ||||
4 | Elect Gavin R. Baiera | Mgmt | For | For | For | ||||
5 | Elect Paul M. Barbas | Mgmt | For | For | For | ||||
6 | Elect James A. Burke | Mgmt | For | For | For | ||||
7 | Elect Lisa Crutchfield | Mgmt | For | For | For | ||||
8 | Elect Brian K. Ferraioli | Mgmt | For | For | For | ||||
9 | Elect Jeff D. Hunter | Mgmt | For | For | For | ||||
10 | Elect Julie Lagacy | Mgmt | For | For | For | ||||
11 | Elect John R. Sult | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
WeWork Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WE | CUSIP 96209A104 | 04/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Increase in Authorized Common Stock | Mgmt | For | For | For | ||||
2 | Issuance of Common Stock | Mgmt | For | For | For | ||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
WeWork Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WE | CUSIP 96209A104 | 06/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Sandeep Mathrani | Mgmt | For | Abstain | Against | ||||
2 | Elect Alex Clavel | Mgmt | For | For | For | ||||
3 | Elect Bruce Dunlevie | Mgmt | For | Abstain | Against | ||||
4 | Elect Daniel B. Hurwitz | Mgmt | For | For | For | ||||
5 | Elect Veronique Laury | Mgmt | For | Against | Against | ||||
6 | Elect Vikas J. Parekh | Mgmt | For | For | For | ||||
7 | Elect Deven Parekh | Mgmt | For | For | For | ||||
8 | Elect Vivek Ranadive | Mgmt | For | For | For | ||||
9 | Elect David M. Tolley | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Reverse Stock Split | Mgmt | For | For | For | ||||
Wix.com Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WIX | CUSIP M98068105 | 12/19/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Avishai Abrahami | Mgmt | For | For | For | ||||
2 | Elect Diane Greene | Mgmt | For | For | For | ||||
3 | Elect Mark Tluszcz | Mgmt | For | For | For | ||||
4 | Compensation Policy - Executives | Mgmt | For | Against | Against | ||||
5 | Confirmation of Non-Controlling Shareholder | Mgmt | N/A | For | N/A | ||||
6 | Compensation Policy - Directors | Mgmt | For | For | For | ||||
7 | Confirmation of Non-Controlling Shareholder | Mgmt | N/A | For | N/A | ||||
8 | NED Compensation Plan | Mgmt | For | For | For | ||||
9 | Option Exchange of Non-Executive Employees | Mgmt | For | Against | Against | ||||
10 | Appointment of Auditor | Mgmt | For | For | For | ||||
Zimmer Biomet Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ZBH | CUSIP 98956P102 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Christopher B. Begley | Mgmt | For | For | For | ||||
2 | Elect Betsy J. Bernard | Mgmt | For | For | For | ||||
3 | Elect Michael J. Farrell | Mgmt | For | For | For | ||||
4 | Elect Robert A. Hagemann | Mgmt | For | For | For | ||||
5 | Elect Bryan C. Hanson | Mgmt | For | For | For | ||||
6 | Elect Arthur J. Higgins | Mgmt | For | For | For | ||||
7 | Elect Maria Teresa Hilado | Mgmt | For | For | For | ||||
8 | Elect Syed Jafry | Mgmt | For | For | For | ||||
9 | Elect Sreelakshmi Kolli | Mgmt | For | For | For | ||||
10 | Elect Michael W. Michelson | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
ZimVie Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ZIMV | CUSIP 98888T107 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Vinit K. Asar | Mgmt | For | For | For | ||||
2 | Elect Richard E. Kuntz | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Amendment to the 2022 Stock Incentive Plan | Mgmt | For | For | For | ||||
Fund Name : Neuberger Berman Multi Cap Opportunities Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Amazon.com, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMZN | CUSIP 023135106 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jeffrey P. Bezos | Mgmt | For | For | For | ||||
2 | Elect Andrew R. Jassy | Mgmt | For | For | For | ||||
3 | Elect Keith B. Alexander | Mgmt | For | For | For | ||||
4 | Elect Edith W. Cooper | Mgmt | For | For | For | ||||
5 | Elect Jamie S. Gorelick | Mgmt | For | For | For | ||||
6 | Elect Daniel P. Huttenlocher | Mgmt | For | For | For | ||||
7 | Elect Judith A. McGrath | Mgmt | For | Against | Against | ||||
8 | Elect Indra K. Nooyi | Mgmt | For | For | For | ||||
9 | Elect Jonathan J. Rubinstein | Mgmt | For | For | For | ||||
10 | Elect Patricia Q. Stonesifer | Mgmt | For | For | For | ||||
11 | Elect Wendell P. Weeks | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Amendment to the 1997 Stock Incentive Plan | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Report on Customer Due Diligence | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | For | Against | ||||
21 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | ShrHoldr | Against | Against | For | ||||
25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | ShrHoldr | Against | For | Against | ||||
27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | ||||
28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | ShrHoldr | Against | Against | For | ||||
29 | Shareholder Proposal Regarding Formation of Public Policy Committee | ShrHoldr | Against | Against | For | ||||
30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | ShrHoldr | Against | Against | For | ||||
31 | Shareholder Proposal Regarding Report on Working Conditions | ShrHoldr | Against | For | Against | ||||
32 | Shareholder Proposal Regarding Report on Plastic Packaging | ShrHoldr | Against | Against | For | ||||
33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | ShrHoldr | Against | For | Against | ||||
Apollo Global Management, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APO | CUSIP 03769M106 | 10/07/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Marc A. Beilinson | Mgmt | For | For | For | ||||
1.2 | Elect James R. Belardi | Mgmt | For | For | For | ||||
1.3 | Elect Jessica M. Bibliowicz | Mgmt | For | For | For | ||||
1.4 | Elect Walter Clayton | Mgmt | For | For | For | ||||
1.5 | Elect Michael E. Ducey | Mgmt | For | For | For | ||||
1.6 | Elect Richard P. Emerson | Mgmt | For | For | For | ||||
1.7 | Elect Kerry Murphy Healey | Mgmt | For | For | For | ||||
1.8 | Elect Mitra Hormozi | Mgmt | For | For | For | ||||
1.9 | Elect Pamela J. Joyner | Mgmt | For | For | For | ||||
1.10 | Elect Scott M. Kleinman | Mgmt | For | For | For | ||||
1.11 | Elect Alvin B. Krongard | Mgmt | For | For | For | ||||
1.12 | Elect Pauline D.E. Richards | Mgmt | For | Withhold | Against | ||||
1.13 | Elect Marc Rowan | Mgmt | For | For | For | ||||
1.14 | Elect David Simon | Mgmt | For | For | For | ||||
1.15 | Elect Lynn C. Swann | Mgmt | For | For | For | ||||
1.16 | Elect James C. Zelter | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | Against | Against | ||||
Apple Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AAPL | CUSIP 037833100 | 03/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James A. Bell | Mgmt | For | For | For | ||||
2 | Elect Timothy D. Cook | Mgmt | For | For | For | ||||
3 | Elect Albert A. Gore | Mgmt | For | For | For | ||||
4 | Elect Alex Gorsky | Mgmt | For | For | For | ||||
5 | Elect Andrea Jung | Mgmt | For | For | For | ||||
6 | Elect Arthur D. Levinson | Mgmt | For | For | For | ||||
7 | Elect Monica C. Lozano | Mgmt | For | For | For | ||||
8 | Elect Ronald D. Sugar | Mgmt | For | For | For | ||||
9 | Elect Susan L. Wagner | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | ||||
14 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Shareholder Engagement with the Board | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | ShrHoldr | Against | Against | For | ||||
Aramark | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ARMK | CUSIP 03852U106 | 02/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Susan M. Cameron | Mgmt | For | For | For | ||||
2 | Elect Greg Creed | Mgmt | For | For | For | ||||
3 | Elect Bridgette P. Heller | Mgmt | For | For | For | ||||
4 | Elect Paul C. Hilal | Mgmt | For | For | For | ||||
5 | Elect Kenneth M. Keverian | Mgmt | For | For | For | ||||
6 | Elect Karen M. King | Mgmt | For | For | For | ||||
7 | Elect Patricia E. Lopez | Mgmt | For | For | For | ||||
8 | Elect Stephen I. Sadove | Mgmt | For | For | For | ||||
9 | Elect Kevin G. Wills | Mgmt | For | For | For | ||||
10 | Elect Arthur B. Winkleblack | Mgmt | For | For | For | ||||
11 | Elect John J. Zillmer | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Approval of the 2023 Stock Incentive Plan | Mgmt | For | For | For | ||||
Ball Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BALL | CUSIP 058498106 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Cathy D. Ross | Mgmt | For | For | For | ||||
2 | Elect Betty J. Sapp | Mgmt | For | For | For | ||||
3 | Elect Stuart A. Taylor, II | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Becton, Dickinson and Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BDX | CUSIP 075887109 | 01/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect William M. Brown | Mgmt | For | For | For | ||||
2 | Elect Catherine M. Burzik | Mgmt | For | For | For | ||||
3 | Elect Carrie L. Byington | Mgmt | For | For | For | ||||
4 | Elect R. Andrew Eckert | Mgmt | For | For | For | ||||
5 | Elect Claire M. Fraser | Mgmt | For | For | For | ||||
6 | Elect Jeffrey W. Henderson | Mgmt | For | For | For | ||||
7 | Elect Christopher Jones | Mgmt | For | For | For | ||||
8 | Elect Marshall O. Larsen | Mgmt | For | For | For | ||||
9 | Elect Thomas E. Polen | Mgmt | For | For | For | ||||
10 | Elect Timothy M. Ring | Mgmt | For | For | For | ||||
11 | Elect Bertram L. Scott | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Amendment to the 2004 Employee and Director Equity-Based Compensation Plan | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||||
Berkshire Hathaway Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BRKA | CUSIP 084670702 | 05/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Warren E. Buffett | Mgmt | For | For | For | ||||
1.2 | Elect Charles T. Munger | Mgmt | For | For | For | ||||
1.3 | Elect Gregory E. Abel | Mgmt | For | For | For | ||||
1.4 | Elect Howard G. Buffett | Mgmt | For | For | For | ||||
1.5 | Elect Susan A. Buffett | Mgmt | For | For | For | ||||
1.6 | Elect Stephen B. Burke | Mgmt | For | For | For | ||||
1.7 | Elect Kenneth I. Chenault | Mgmt | For | For | For | ||||
1.8 | Elect Christopher C. Davis | Mgmt | For | For | For | ||||
1.9 | Elect Susan L. Decker | Mgmt | For | For | For | ||||
1.10 | Elect Charlotte Guyman | Mgmt | For | For | For | ||||
1.11 | Elect Ajit Jain | Mgmt | For | For | For | ||||
1.12 | Elect Thomas S. Murphy, Jr. | Mgmt | For | For | For | ||||
1.13 | Elect Ronald L. Olson | Mgmt | For | For | For | ||||
1.14 | Elect Wallace R. Weitz | Mgmt | For | For | For | ||||
1.15 | Elect Meryl B. Witmer | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
4 | Shareholder Proposal Regarding Climate Report | ShrHoldr | Against | For | Against | ||||
5 | Shareholder Proposal Regarding Disclosure and Oversight of Climate Change Risks | ShrHoldr | Against | Against | For | ||||
6 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | ShrHoldr | Against | Against | For | ||||
7 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | ||||
8 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
9 | Shareholder Proposal Regarding Public Positions on Political Speech | ShrHoldr | Against | Against | For | ||||
BJ's Wholesale Club Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BJ | CUSIP 05550J101 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Christopher J. Baldwin | Mgmt | For | For | For | ||||
1.2 | Elect Darryl Brown | Mgmt | For | For | For | ||||
1.3 | Elect Bob Eddy | Mgmt | For | For | For | ||||
1.4 | Elect Michelle Gloeckler | Mgmt | For | For | For | ||||
1.5 | Elect Maile Naylor | Mgmt | For | For | For | ||||
1.6 | Elect Ken Parent | Mgmt | For | For | For | ||||
1.7 | Elect Christopher H. Peterson | Mgmt | For | For | For | ||||
1.8 | Elect Robert A. Steele | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Booking Holdings Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BKNG | CUSIP 09857L108 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Glenn D. Fogel | Mgmt | For | For | For | ||||
1.2 | Elect Mirian M. Graddick-Weir | Mgmt | For | For | For | ||||
1.3 | Elect Wei Hopeman | Mgmt | For | For | For | ||||
1.4 | Elect Robert J. Mylod Jr. | Mgmt | For | For | For | ||||
1.5 | Elect Charles H. Noski | Mgmt | For | For | For | ||||
1.6 | Elect Joseph "Larry" Quinlan | Mgmt | For | For | For | ||||
1.7 | Elect Nicholas J. Read | Mgmt | For | For | For | ||||
1.8 | Elect Thomas E. Rothman | Mgmt | For | For | For | ||||
1.9 | Elect Sumit Singh | Mgmt | For | For | For | ||||
1.10 | Elect Lynn M. Vojvodich Radakovich | Mgmt | For | For | For | ||||
1.11 | Elect Vanessa A. Wittman | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
Brookfield Asset Management Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BAM.A | CUSIP 112585104 | 11/09/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Spin-off | Mgmt | For | For | For | ||||
2 | Manager Management Share Option Plan | Mgmt | For | For | For | ||||
3 | Manager Non-Qualified Management Share Option Plan | Mgmt | For | For | For | ||||
4 | Manager Escrowed Stock Plan | Mgmt | For | For | For | ||||
Brookfield Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BN | CUSIP 11271J107 | 06/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Board Size | Mgmt | For | For | For | ||||
2.1 | Elect M. Elyse Allan | Mgmt | For | For | For | ||||
2.2 | Elect Angela F. Braly | Mgmt | For | For | For | ||||
2.3 | Elect Janice Fukakusa | Mgmt | For | For | For | ||||
2.4 | Elect Maureen Kempston Darkes | Mgmt | For | For | For | ||||
2.5 | Elect Frank J. McKenna | Mgmt | For | For | For | ||||
2.6 | Elect Hutham S. Olayan | Mgmt | For | For | For | ||||
2.7 | Elect Diana L. Taylor | Mgmt | For | For | For | ||||
3 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
5 | Amendment to the Escrowed Stock Plan | Mgmt | For | For | For | ||||
6 | Approval of the BNRE Restricted Stock Plan | Mgmt | For | For | For | ||||
7 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
Brookfield Renewable Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BEPC | CUSIP 11284V105 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Jeffrey M. Blidner | Mgmt | For | For | For | ||||
1.2 | Elect Scott R. Cutler | Mgmt | For | For | For | ||||
1.3 | Elect Sarah Deasley | Mgmt | For | For | For | ||||
1.4 | Elect Nancy Dorn | Mgmt | For | For | For | ||||
1.5 | Elect Eleazar de Carvalho Filho | Mgmt | For | Withhold | Against | ||||
1.6 | Elect Randy MacEwen | Mgmt | For | For | For | ||||
1.7 | Elect David Mann | Mgmt | For | For | For | ||||
1.8 | Elect Louis J. Maroun | Mgmt | For | For | For | ||||
1.9 | Elect Stephen Westwell | Mgmt | For | For | For | ||||
1.10 | Elect Patricia Zuccotti | Mgmt | For | For | For | ||||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
Brunswick Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BC | CUSIP 117043109 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nancy E. Cooper | Mgmt | For | For | For | ||||
2 | Elect David C. Everitt | Mgmt | For | For | For | ||||
3 | Elect Reginald Fils-Aime | Mgmt | For | For | For | ||||
4 | Elect Lauren P. Flaherty | Mgmt | For | For | For | ||||
5 | Elect David M. Foulkes | Mgmt | For | For | For | ||||
6 | Elect Joseph W. McClanathan | Mgmt | For | For | For | ||||
7 | Elect David V. Singer | Mgmt | For | For | For | ||||
8 | Elect J. Steven Whisler | Mgmt | For | For | For | ||||
9 | Elect Roger J. Wood | Mgmt | For | For | For | ||||
10 | Elect MaryAnn Wright | Mgmt | For | For | For | ||||
11 | Amendment to Allow Exculpation of Officers | Mgmt | For | Against | Against | ||||
12 | Amendment to Clarify, Streamline and Modernize the Charter | Mgmt | For | For | For | ||||
13 | Amendment to Eliminate Outdated Language | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Approval of the 2023 Stock Incentive Plan | Mgmt | For | For | For | ||||
17 | Ratification of Auditor | Mgmt | For | For | For | ||||
Chubb Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CB | CUSIP H1467J104 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Allocation of Profits | Mgmt | For | For | For | ||||
3 | Dividends from Reserves | Mgmt | For | For | For | ||||
4 | Ratification of Board Acts | Mgmt | For | For | For | ||||
5 | Election of Statutory Auditors | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
7 | Appointment of Special Auditor | Mgmt | For | For | For | ||||
8 | Elect Evan G. Greenberg | Mgmt | For | For | For | ||||
9 | Elect Michael P. Connors | Mgmt | For | For | For | ||||
10 | Elect Michael G. Atieh | Mgmt | For | For | For | ||||
11 | Elect Kathy Bonanno | Mgmt | For | For | For | ||||
12 | Elect Nancy K. Buese | Mgmt | For | For | For | ||||
13 | Elect Sheila P. Burke | Mgmt | For | For | For | ||||
14 | Elect Michael L. Corbat | Mgmt | For | For | For | ||||
15 | Elect Robert J. Hugin | Mgmt | For | For | For | ||||
16 | Elect Robert W. Scully | Mgmt | For | For | For | ||||
17 | Elect Theodore E. Shasta | Mgmt | For | For | For | ||||
18 | Elect David H. Sidwell | Mgmt | For | For | For | ||||
19 | Elect Olivier Steimer | Mgmt | For | For | For | ||||
20 | Elect Frances F. Townsend | Mgmt | For | For | For | ||||
21 | Elect Evan G. Greenberg as Chair | Mgmt | For | For | For | ||||
22 | Elect Michael P. Connors | Mgmt | For | For | For | ||||
23 | Elect David H. Sidwell | Mgmt | For | For | For | ||||
24 | Elect Frances F. Townsend | Mgmt | For | For | For | ||||
25 | Appointment of Independent Proxy (Switzerland) | Mgmt | For | For | For | ||||
26 | Amendments to Articles (Revision of Law) | Mgmt | For | For | For | ||||
27 | Amendment to Advance Notice Period | Mgmt | For | For | For | ||||
28 | Cancellation of Shares | Mgmt | For | For | For | ||||
29 | Amendment to Par Value | Mgmt | For | For | For | ||||
30 | Board Compensation | Mgmt | For | For | For | ||||
31 | Executive Compensation (Binding) | Mgmt | For | For | For | ||||
32 | Compensation Report (Switzerland) | Mgmt | For | For | For | ||||
33 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
34 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
35 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | ShrHoldr | Against | Against | For | ||||
36 | Shareholder Proposal Regarding Human Rights Risks and Underwriting Process | ShrHoldr | Against | Against | For | ||||
37 | Additional or Amended Proposals | Mgmt | For | Against | Against | ||||
Cisco Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSCO | CUSIP 17275R102 | 12/08/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect M. Michele Burns | Mgmt | For | For | For | ||||
2 | Elect Wesley G. Bush | Mgmt | For | For | For | ||||
3 | Elect Michael D. Capellas | Mgmt | For | For | For | ||||
4 | Elect Mark S. Garrett | Mgmt | For | For | For | ||||
5 | Elect John D. Harris II | Mgmt | For | For | For | ||||
6 | Elect Kristina M. Johnson | Mgmt | For | For | For | ||||
7 | Elect Roderick C. McGeary | Mgmt | For | For | For | ||||
8 | Elect Sarah Rae Murphy | Mgmt | For | For | For | ||||
9 | Elect Charles H. Robbins | Mgmt | For | For | For | ||||
10 | Elect Brenton L. Saunders | Mgmt | For | For | For | ||||
11 | Elect Lisa T. Su | Mgmt | For | For | For | ||||
12 | Elect Marianna Tessel | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
Columbia Sportswear Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
COLM | CUSIP 198516106 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Timothy P. Boyle | Mgmt | For | For | For | ||||
1.2 | Elect Stephen E. Babson | Mgmt | For | For | For | ||||
1.3 | Elect Andy D. Bryant | Mgmt | For | For | For | ||||
1.4 | Elect John W. Culver | Mgmt | For | For | For | ||||
1.5 | Elect Kevin Mansell | Mgmt | For | For | For | ||||
1.6 | Elect Ronald E. Nelson | Mgmt | For | For | For | ||||
1.7 | Elect Christiana Smith Shi | Mgmt | For | For | For | ||||
1.8 | Elect Sabrina L. Simmons | Mgmt | For | For | For | ||||
1.9 | Elect Malia H. Wasson | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
CSX Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSX | CUSIP 126408103 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Donna M. Alvarado | Mgmt | For | For | For | ||||
2 | Elect Thomas P. Bostick | Mgmt | For | For | For | ||||
3 | Elect Steven T. Halverson | Mgmt | For | For | For | ||||
4 | Elect Paul C. Hilal | Mgmt | For | For | For | ||||
5 | Elect Joseph R. Hinrichs | Mgmt | For | For | For | ||||
6 | Elect David M. Moffett | Mgmt | For | For | For | ||||
7 | Elect Linda H. Riefler | Mgmt | For | For | For | ||||
8 | Elect Suzanne M. Vautrinot | Mgmt | For | For | For | ||||
9 | Elect James L. Wainscott | Mgmt | For | For | For | ||||
10 | Elect J. Steven Whisler | Mgmt | For | For | For | ||||
11 | Elect John J. Zillmer | Mgmt | For | Against | Against | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Deere & Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DE | CUSIP 244199105 | 02/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Leanne G. Caret | Mgmt | For | For | For | ||||
2 | Elect Tamra A. Erwin | Mgmt | For | For | For | ||||
3 | Elect Alan C. Heuberger | Mgmt | For | For | For | ||||
4 | Elect Charles O. Holliday, Jr. | Mgmt | For | For | For | ||||
5 | Elect Michael O. Johanns | Mgmt | For | For | For | ||||
6 | Elect Clayton M. Jones | Mgmt | For | For | For | ||||
7 | Elect John C. May | Mgmt | For | For | For | ||||
8 | Elect Gregory R. Page | Mgmt | For | For | For | ||||
9 | Elect Sherry M. Smith | Mgmt | For | For | For | ||||
10 | Elect Dmitri L. Stockton | Mgmt | For | For | For | ||||
11 | Elect Sheila G. Talton | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||||
Dollar Tree, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DLTR | CUSIP 256746108 | 06/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard W. Dreiling | Mgmt | For | For | For | ||||
2 | Elect Cheryl W. Grise | Mgmt | For | For | For | ||||
3 | Elect Daniel J. Heinrich | Mgmt | For | For | For | ||||
4 | Elect Paul C. Hilal | Mgmt | For | For | For | ||||
5 | Elect Edward J. Kelly, III | Mgmt | For | For | For | ||||
6 | Elect Mary A. Laschinger | Mgmt | For | For | For | ||||
7 | Elect Jeffrey G. Naylor | Mgmt | For | For | For | ||||
8 | Elect Winnie Y. Park | Mgmt | For | For | For | ||||
9 | Elect Bertram L. Scott | Mgmt | For | For | For | ||||
10 | Elect Stephanie P. Stahl | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Report on Workforce Practices and Financial Returns | ShrHoldr | Against | Against | For | ||||
Eagle Materials Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EXP | CUSIP 26969P108 | 08/05/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect George J. Damiris | Mgmt | For | For | For | ||||
2 | Elect Martin M. Ellen | Mgmt | For | For | For | ||||
3 | Elect David B. Powers | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
EOG Resources, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EOG | CUSIP 26875P101 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Janet F. Clark | Mgmt | For | For | For | ||||
2 | Elect Charles R. Crisp | Mgmt | For | For | For | ||||
3 | Elect Robert P. Daniels | Mgmt | For | For | For | ||||
4 | Elect Lynn A. Dugle | Mgmt | For | For | For | ||||
5 | Elect C. Christopher Gaut | Mgmt | For | For | For | ||||
6 | Elect Michael T. Kerr | Mgmt | For | For | For | ||||
7 | Elect Julie J. Robertson | Mgmt | For | For | For | ||||
8 | Elect Donald F. Textor | Mgmt | For | For | For | ||||
9 | Elect Ezra Y. Yacob | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Graphic Packaging Holding Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GPK | CUSIP 388689101 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Michael P. Doss | Mgmt | For | For | For | ||||
1.2 | Elect Dean A. Scarborough | Mgmt | For | For | For | ||||
1.3 | Elect Larry M. Venturelli | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
HCA Healthcare, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HCA | CUSIP 40412C101 | 04/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Thomas F. Frist III | Mgmt | For | For | For | ||||
2 | Elect Samuel N. Hazen | Mgmt | For | For | For | ||||
3 | Elect Meg G. Crofton | Mgmt | For | For | For | ||||
4 | Elect Robert J. Dennis | Mgmt | For | For | For | ||||
5 | Elect Nancy-Ann DeParle | Mgmt | For | For | For | ||||
6 | Elect William R. Frist | Mgmt | For | For | For | ||||
7 | Elect Hugh F. Johnston | Mgmt | For | For | For | ||||
8 | Elect Michael W. Michelson | �� | Mgmt | For | For | For | |||
9 | Elect Wayne J. Riley | Mgmt | For | For | For | ||||
10 | Elect Andrea B. Smith | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Board Oversight of Staffing and Patient Safety | ShrHoldr | Against | Against | For | ||||
Intercontinental Exchange, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ICE | CUSIP 45866F104 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Sharon Y. Bowen | Mgmt | For | For | For | ||||
2 | Elect Shantella E. Cooper | Mgmt | For | For | For | ||||
3 | Elect Duriya M. Farooqui | Mgmt | For | For | For | ||||
4 | Elect Lord Hague of Richmond | Mgmt | For | For | For | ||||
5 | Elect Mark F. Mulhern | Mgmt | For | For | For | ||||
6 | Elect Thomas E. Noonan | Mgmt | For | For | For | ||||
7 | Elect Caroline L. Silver | Mgmt | For | For | For | ||||
8 | Elect Jeffrey C. Sprecher | Mgmt | For | For | For | ||||
9 | Elect Judith A. Sprieser | Mgmt | For | For | For | ||||
10 | Elect Martha A. Tirinnanzi | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
JPMorgan Chase & Co. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
JPM | CUSIP 46625H100 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Linda B. Bammann | Mgmt | For | For | For | ||||
2 | Elect Stephen B. Burke | Mgmt | For | For | For | ||||
3 | Elect Todd A. Combs | Mgmt | For | For | For | ||||
4 | Elect James S. Crown | Mgmt | For | For | For | ||||
5 | Elect Alicia Boler Davis | Mgmt | For | For | For | ||||
6 | Elect James Dimon | Mgmt | For | For | For | ||||
7 | Elect Timothy P. Flynn | Mgmt | For | For | For | ||||
8 | Elect Alex Gorsky | Mgmt | For | For | For | ||||
9 | Elect Mellody Hobson | Mgmt | For | For | For | ||||
10 | Elect Michael A. Neal | Mgmt | For | For | For | ||||
11 | Elect Phebe N. Novakovic | Mgmt | For | For | For | ||||
12 | Elect Virginia M. Rometty | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Revision of Committee Charter to Include Oversight of Animal Welfare | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Right to Call Special Meetings by Beneficial Owners | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | ShrHoldr | Against | Against | For | ||||
Lamb Weston Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LW | CUSIP 513272104 | 09/29/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Peter J. Bensen | Mgmt | For | For | For | ||||
2 | Elect Charles A. Blixt | Mgmt | For | For | For | ||||
3 | Elect Robert J. Coviello | Mgmt | For | For | For | ||||
4 | Elect Andre J. Hawaux | Mgmt | For | For | For | ||||
5 | Elect William G. Jurgensen | Mgmt | For | For | For | ||||
6 | Elect Thomas P. Maurer | Mgmt | For | For | For | ||||
7 | Elect Hala G. Moddelmog | Mgmt | For | For | For | ||||
8 | Elect Robert A. Niblock | Mgmt | For | For | For | ||||
9 | Elect Maria Renna Sharpe | Mgmt | For | For | For | ||||
10 | Elect Thomas P. Werner | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Lowe's Companies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LOW | CUSIP 548661107 | 05/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Raul Alvarez | Mgmt | For | For | For | ||||
1.2 | Elect David H. Batchelder | Mgmt | For | For | For | ||||
1.3 | Elect Scott H. Baxter | Mgmt | For | For | For | ||||
1.4 | Elect Sandra B. Cochran | Mgmt | For | For | For | ||||
1.5 | Elect Laurie Z. Douglas | Mgmt | For | For | For | ||||
1.6 | Elect Richard W. Dreiling | Mgmt | For | For | For | ||||
1.7 | Elect Marvin R. Ellison | Mgmt | For | For | For | ||||
1.8 | Elect Daniel J. Heinrich | Mgmt | For | For | For | ||||
1.9 | Elect Brian C. Rogers | Mgmt | For | For | For | ||||
1.10 | Elect Bertram L. Scott | Mgmt | For | For | For | ||||
1.11 | Elect Colleen Taylor | Mgmt | For | For | For | ||||
1.12 | Elect Mary Elizabeth West | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
McDonald's Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MCD | CUSIP 580135101 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Anthony G. Capuano | Mgmt | For | For | For | ||||
2 | Elect Kareem Daniel | Mgmt | For | For | For | ||||
3 | Elect Lloyd H. Dean | Mgmt | For | For | For | ||||
4 | Elect Catherine Engelbert | Mgmt | For | For | For | ||||
5 | Elect Margaret H. Georgiadis | Mgmt | For | For | For | ||||
6 | Elect Enrique Hernandez, Jr. | Mgmt | For | For | For | ||||
7 | Elect Christopher Kempczinski | Mgmt | For | For | For | ||||
8 | Elect Richard H. Lenny | Mgmt | For | For | For | ||||
9 | Elect John Mulligan | Mgmt | For | For | For | ||||
10 | Elect Jennifer Taubert | Mgmt | For | For | For | ||||
11 | Elect Paul S. Walsh | Mgmt | For | For | For | ||||
12 | Elect Amy Weaver | Mgmt | For | For | For | ||||
13 | Elect Miles D. White | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Policy on Use of Medically-Important Antibiotics in the Beef and Pork Supply Chain | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Compliance With WHO Guidelines on Medically-Important Antimicrobials in Supply Chain | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Transparency Report on Global Public Policy And Political Influence | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Disclosure of Animal Welfare Indicators | ShrHoldr | Against | Against | For | ||||
Microsoft Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MSFT | CUSIP 594918104 | 12/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Reid G. Hoffman | Mgmt | For | For | For | ||||
2 | Elect Hugh F. Johnston | Mgmt | For | For | For | ||||
3 | Elect Teri L. List | Mgmt | For | For | For | ||||
4 | Elect Satya Nadella | Mgmt | For | For | For | ||||
5 | Elect Sandra E. Peterson | Mgmt | For | For | For | ||||
6 | Elect Penny S. Pritzker | Mgmt | For | For | For | ||||
7 | Elect Carlos A. Rodriguez | Mgmt | For | For | For | ||||
8 | Elect Charles W. Scharf | Mgmt | For | For | For | ||||
9 | Elect John W. Stanton | Mgmt | For | For | For | ||||
10 | Elect John W. Thompson | Mgmt | For | For | For | ||||
11 | Elect Emma N. Walmsley | Mgmt | For | For | For | ||||
12 | Elect Padmasree Warrior | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Report on Hiring Practices | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Managing Climate Risk in Employee Retirement Options | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Government Use of Technology | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Risks of Developing Military Weapons | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
Mondelez International, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MDLZ | CUSIP 609207105 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Lewis W.K. Booth | Mgmt | For | For | For | ||||
2 | Elect Charles E. Bunch | Mgmt | For | Against | Against | ||||
3 | Elect Ertharin Cousin | Mgmt | For | For | For | ||||
4 | Elect Jorge S. Mesquita | Mgmt | For | For | For | ||||
5 | Elect Anindita Mukherjee | Mgmt | For | For | For | ||||
6 | Elect Jane Hamilton Nielsen | Mgmt | For | For | For | ||||
7 | Elect Patrick T. Siewert | Mgmt | For | For | For | ||||
8 | Elect Michael A. Todman | Mgmt | For | For | For | ||||
9 | Elect Dirk Van de Put | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
14 | Shareholder Proposal Regarding Cage-Free Eggs | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Report on Child Labor in Cocoa Supply Chain | ShrHoldr | Against | Against | For | ||||
Motorola Solutions, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MSI | CUSIP 620076307 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gregory Q. Brown | Mgmt | For | For | For | ||||
2 | Elect Kenneth D. Denman | Mgmt | For | For | For | ||||
3 | Elect Egon P. Durban | Mgmt | For | For | For | ||||
4 | Elect Ayanna M. Howard | Mgmt | For | For | For | ||||
5 | Elect Clayton M. Jones | Mgmt | For | For | For | ||||
6 | Elect Judy C. Lewent | Mgmt | For | For | For | ||||
7 | Elect Gregory K. Mondre | Mgmt | For | For | For | ||||
8 | Elect Joseph M. Tucci | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Nike, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NKE | CUSIP 654106103 | 09/09/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Alan B. Graf, Jr. | Mgmt | For | For | For | ||||
2 | Elect Peter B. Henry | Mgmt | For | For | For | ||||
3 | Elect Michelle A. Peluso | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
7 | Shareholder Proposal Regarding Policy to Pause Sourcing of Raw Materials from China | ShrHoldr | Against | Against | For | ||||
Nordson Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NDSN | CUSIP 655663102 | 02/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Sundaram Nagarajan | Mgmt | For | For | For | ||||
1.2 | Elect Michael J. Merriman, Jr. | Mgmt | For | For | For | ||||
1.3 | Elect Milton M. Morris | Mgmt | For | For | For | ||||
1.4 | Elect Mary G. Puma | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
6 | Elimination of Supermajority Requirement for Matters Requiring Shareholder Approval under the Ohio Revised Code | Mgmt | For | For | For | ||||
7 | Elimination of Supermajority Requirement in the Company Regulations | Mgmt | For | For | For | ||||
8 | Amendment to Articles Regarding Board Ability to Amend Regulations Without Shareholder Approval to the Extent Permitted by Ohio Law | Mgmt | For | For | For | ||||
Pfizer Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PFE | CUSIP 717081103 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ronald E. Blaylock | Mgmt | For | For | For | ||||
2 | Elect Albert Bourla | Mgmt | For | For | For | ||||
3 | Elect Susan Desmond-Hellmann | Mgmt | For | For | For | ||||
4 | Elect Joseph J. Echevarria | Mgmt | For | For | For | ||||
5 | Elect Scott Gottlieb | Mgmt | For | For | For | ||||
6 | Elect Helen H. Hobbs | Mgmt | For | For | For | ||||
7 | Elect Susan Hockfield | Mgmt | For | For | For | ||||
8 | Elect Dan R. Littman | Mgmt | For | For | For | ||||
9 | Elect Shantanu Narayen | Mgmt | For | For | For | ||||
10 | Elect Suzanne Nora Johnson | Mgmt | For | For | For | ||||
11 | Elect James Quincey | Mgmt | For | For | For | ||||
12 | Elect James C. Smith | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Intellectual Property | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
QUALCOMM Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
QCOM | CUSIP 747525103 | 03/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Sylvia Acevedo | Mgmt | For | For | For | ||||
2 | Elect Cristiano R. Amon | Mgmt | For | For | For | ||||
3 | Elect Mark Fields | Mgmt | For | For | For | ||||
4 | Elect Jeffrey W. Henderson | Mgmt | For | For | For | ||||
5 | Elect Gregory N. Johnson | Mgmt | For | For | For | ||||
6 | Elect Ann M. Livermore | Mgmt | For | For | For | ||||
7 | Elect Mark D. McLaughlin | Mgmt | For | For | For | ||||
8 | Elect Jamie S. Miller | Mgmt | For | For | For | ||||
9 | Elect Irene B. Rosenfeld | Mgmt | For | For | For | ||||
10 | Elect Kornelis Smit | Mgmt | For | For | For | ||||
11 | Elect Jean-Pascal Tricoire | Mgmt | For | For | For | ||||
12 | Elect Anthony J. Vinciquerra | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Approval of the 2023 Long-Term Incentive Plan | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Raytheon Technologies Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RTX | CUSIP 75513E101 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Tracy A. Atkinson | Mgmt | For | For | For | ||||
2 | Elect Leanne G. Caret | Mgmt | For | For | For | ||||
3 | Elect Bernard A. Harris, Jr. | Mgmt | For | For | For | ||||
4 | Elect Gregory J. Hayes | Mgmt | For | For | For | ||||
5 | Elect George R. Oliver | Mgmt | For | For | For | ||||
6 | Elect Robert K. Ortberg | Mgmt | For | For | For | ||||
7 | Elect Dinesh C. Paliwal | Mgmt | For | For | For | ||||
8 | Elect Ellen M. Pawlikowski | Mgmt | For | For | For | ||||
9 | Elect Denise L. Ramos | Mgmt | For | For | For | ||||
10 | Elect Fredric G. Reynolds | Mgmt | For | For | For | ||||
11 | Elect Brian C. Rogers | Mgmt | For | For | For | ||||
12 | Elect James A. Winnefeld, Jr. | Mgmt | For | For | For | ||||
13 | Elect Robert O. Work | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
18 | Amendment to Articles to Limit Liability of Certain Officers | Mgmt | For | Against | Against | ||||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | ShrHoldr | Against | For | Against | ||||
Rockwell Automation, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ROK | CUSIP 773903109 | 02/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect William P. Gipson | Mgmt | For | For | For | ||||
1.2 | Elect Pam Murphy | Mgmt | For | For | For | ||||
1.3 | Elect Donald R. Parfet | Mgmt | For | For | For | ||||
1.4 | Elect Robert W. Soderbery | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
The Charles Schwab Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SCHW | CUSIP 808513105 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Marianne C. Brown | Mgmt | For | For | For | ||||
2 | Elect Frank C. Herringer | Mgmt | For | For | For | ||||
3 | Elect Gerri Martin-Flickinger | Mgmt | For | For | For | ||||
4 | Elect Todd M. Ricketts | Mgmt | For | For | For | ||||
5 | Elect Carolyn Schwab-Pomerantz | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
9 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
10 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | ||||
The Sherwin-Williams Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SHW | CUSIP 824348106 | 04/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kerrii B. Anderson | Mgmt | For | For | For | ||||
2 | Elect Arthur F. Anton | Mgmt | For | For | For | ||||
3 | Elect Jeff M. Fettig | Mgmt | For | For | For | ||||
4 | Elect John G. Morikis | Mgmt | For | For | For | ||||
5 | Elect Christine A. Poon | Mgmt | For | For | For | ||||
6 | Elect Aaron M. Powell | Mgmt | For | For | For | ||||
7 | Elect Marta R. Stewart | Mgmt | For | For | For | ||||
8 | Elect Michael H. Thaman | Mgmt | For | For | For | ||||
9 | Elect Matthew Thornton III | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
The Simply Good Foods Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SMPL | CUSIP 82900L102 | 01/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Clayton C. Daley, Jr. | Mgmt | For | For | For | ||||
2 | Elect Nomi P. Ghez | Mgmt | For | For | For | ||||
3 | Elect Michelle P. Goolsby | Mgmt | For | For | For | ||||
4 | Elect James M. Kilts | Mgmt | For | For | For | ||||
5 | Elect Robert G. Montgomery | Mgmt | For | For | For | ||||
6 | Elect Brian K. Ratzan | Mgmt | For | For | For | ||||
7 | Elect David W. Ritterbush | Mgmt | For | For | For | ||||
8 | Elect Joseph E. Scalzo | Mgmt | For | For | For | ||||
9 | Elect Joseph J. Schena | Mgmt | For | For | For | ||||
10 | Elect David J. West | Mgmt | For | For | For | ||||
11 | Elect James D. White | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Approval of Exclusive Forum Provisions | Mgmt | For | Against | Against | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
The TJX Companies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TJX | CUSIP 872540109 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jose B. Alvarez | Mgmt | For | For | For | ||||
2 | Elect Alan M. Bennett | Mgmt | For | For | For | ||||
3 | Elect Rosemary T. Berkery | Mgmt | For | For | For | ||||
4 | Elect David T. Ching | Mgmt | For | For | For | ||||
5 | Elect C. Kim Goodwin | Mgmt | For | For | For | ||||
6 | Elect Ernie Herrman | Mgmt | For | For | For | ||||
7 | Elect Amy B. Lane | Mgmt | For | For | For | ||||
8 | Elect Carol Meyrowitz | Mgmt | For | For | For | ||||
9 | Elect Jackwyn L. Nemerov | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Report on Supply Chain Due Diligence | ShrHoldr | Against | Against | For | ||||
14 | Shareholder Proposal Regarding Report on Human Rights Risks from Supply Chain Employee Misclassification | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Paid Sick Leave | ShrHoldr | Against | For | Against | ||||
The Walt Disney Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DIS | CUSIP 254687106 | 04/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mary T. Barra | Mgmt | For | For | For | ||||
2 | Elect Safra A. Catz | Mgmt | For | For | For | ||||
3 | Elect Amy L. Chang | Mgmt | For | For | For | ||||
4 | Elect Francis A. deSouza | Mgmt | For | For | For | ||||
5 | Elect Carolyn N. Everson | Mgmt | For | For | For | ||||
6 | Elect Michael B.G. Froman | Mgmt | For | For | For | ||||
7 | Elect Robert A. Iger | Mgmt | For | For | For | ||||
8 | Elect Maria Elena Lagomasino | Mgmt | For | For | For | ||||
9 | Elect Calvin R. McDonald | Mgmt | For | For | For | ||||
10 | Elect Mark G. Parker | Mgmt | For | For | For | ||||
11 | Elect Derica W. Rice | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
T-Mobile US, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TMUS | CUSIP 872590104 | 06/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Andre Almeida | Mgmt | For | For | For | ||||
1.2 | Elect Marcelo Claure | Mgmt | For | For | For | ||||
1.3 | Elect Srikant M. Datar | Mgmt | For | For | For | ||||
1.4 | Elect Srinivasan Gopalan | Mgmt | For | For | For | ||||
1.5 | Elect Timotheus Hottges | Mgmt | For | For | For | ||||
1.6 | Elect Christian P. Illek | Mgmt | For | For | For | ||||
1.7 | Elect Raphael Kubler | Mgmt | For | For | For | ||||
1.8 | Elect Thorsten Langheim | Mgmt | For | For | For | ||||
1.9 | Elect Dominique Leroy | Mgmt | For | For | For | ||||
1.10 | Elect Letitia A. Long | Mgmt | For | For | For | ||||
1.11 | Elect G. Michael Sievert | Mgmt | For | For | For | ||||
1.12 | Elect Teresa A. Taylor | Mgmt | For | For | For | ||||
1.13 | Elect Kelvin R. Westbrook | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
5 | Approval of the 2023 Incentive Award Plan | Mgmt | For | For | For | ||||
6 | Amendment to the 2014 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
TransUnion | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TRU | CUSIP 89400J107 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect George M. Awad | Mgmt | For | For | For | ||||
2 | Elect William P. (Billy) Bosworth | Mgmt | For | For | For | ||||
3 | Elect Christopher A. Cartwright | Mgmt | For | For | For | ||||
4 | Elect Suzanne P. Clark | Mgmt | For | For | For | ||||
5 | Elect Hamidou Dia | Mgmt | For | For | For | ||||
6 | Elect Russell P. Fradin | Mgmt | For | For | For | ||||
7 | Elect Charles E. Gottdiener | Mgmt | For | For | For | ||||
8 | Elect Pamela A. Joseph | Mgmt | For | For | For | ||||
9 | Elect Thomas L. Monahan III | Mgmt | For | For | For | ||||
10 | Elect Ravi Kumar Singisetti | Mgmt | For | For | For | ||||
11 | Elect Linda K. Zukauckas | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
US Foods Holding Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
USFD | CUSIP 912008109 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Cheryl A. Bachelder | Mgmt | For | For | For | ||||
2 | Elect James J. Barber, Jr. | Mgmt | For | For | For | ||||
3 | Elect Robert M. Dutkowsky | Mgmt | For | For | For | ||||
4 | Elect Scott D. Ferguson | Mgmt | For | For | For | ||||
5 | Elect David E. Flitman | Mgmt | For | For | For | ||||
6 | Elect Marla C. Gottschalk | Mgmt | For | For | For | ||||
7 | Elect Sunil Gupta | Mgmt | For | For | For | ||||
8 | Elect Carl A. Pforzheimer | Mgmt | For | For | For | ||||
9 | Elect Quentin Roach | Mgmt | For | For | For | ||||
10 | Elect David M. Tehle | Mgmt | For | For | For | ||||
11 | Elect David A. Toy | Mgmt | For | For | For | ||||
12 | Elect Ann E. Ziegler | Mgmt | For | Against | Against | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Adoption of Federal Forum Provision | Mgmt | For | Against | Against | ||||
16 | Amendment to Articles Regarding the Exculpation of Officers | Mgmt | For | Against | Against | ||||
17 | Ratification of Auditor | Mgmt | For | For | For | ||||
18 | Shareholder Proposal Regarding Compensation in the Event of a Change in Control | ShrHoldr | Against | Against | For | ||||
Verisk Analytics, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VRSK | CUSIP 92345Y106 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Vincent K. Brooks | Mgmt | For | For | For | ||||
2 | Elect Jeffrey Dailey | Mgmt | For | For | For | ||||
3 | Elect Wendy E. Lane | Mgmt | For | For | For | ||||
4 | Elect Lee M. Shavel | Mgmt | For | For | For | ||||
5 | Elect Kimberly S. Stevenson | Mgmt | For | For | For | ||||
6 | Elect Olumide Soroye | Mgmt | For | For | For | ||||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
WD-40 Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WDFC | CUSIP 929236107 | 12/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steven A. Brass | Mgmt | For | For | For | ||||
2 | Elect Cynthia B. Burks | Mgmt | For | For | For | ||||
3 | Elect Daniel T. Carter | Mgmt | For | For | For | ||||
4 | Elect Melissa Claassen | Mgmt | For | For | For | ||||
5 | Elect Eric P. Etchart | Mgmt | For | For | For | ||||
6 | Elect Lara L. Lee | Mgmt | For | For | For | ||||
7 | Elect Edward O. Magee, Jr. | Mgmt | For | For | For | ||||
8 | Elect Trevor I. Mihalik | Mgmt | For | For | For | ||||
9 | Elect Graciela I. Monteagudo | Mgmt | For | For | For | ||||
10 | Elect David B. Pendarvis | Mgmt | For | For | For | ||||
11 | Elect Gregory A. Sandfort | Mgmt | For | For | For | ||||
12 | Elect Anne G. Saunders | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Westinghouse Air Brake Technologies Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WAB | CUSIP 929740108 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Rafael Santana | Mgmt | For | For | For | ||||
2 | Elect Lee C. Banks | Mgmt | For | For | For | ||||
3 | Elect Byron S. Foster | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Fund Name : Neuberger Berman Real Estate Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
American Homes 4 Rent | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMH | CUSIP 02665T306 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Matthew J. Hart | Mgmt | For | For | For | ||||
2 | Elect David P. Singelyn | Mgmt | For | For | For | ||||
3 | Elect Douglas N. Benham | Mgmt | For | For | For | ||||
4 | Elect John Corrigan | Mgmt | For | For | For | ||||
5 | Elect David Goldberg | Mgmt | For | For | For | ||||
6 | Elect Tamara Hughes Gustavson | Mgmt | For | For | For | ||||
7 | Elect Michelle C. Kerrick | Mgmt | For | For | For | ||||
8 | Elect James H. Kropp | Mgmt | For | For | For | ||||
9 | Elect Lynn C. Swann | Mgmt | For | For | For | ||||
10 | Elect Winifred Webb | Mgmt | For | For | For | ||||
11 | Elect Jay Willoughby | Mgmt | For | For | For | ||||
12 | Elect Matthew R. Zaist | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
American Tower Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMT | CUSIP 03027X100 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Thomas A. Bartlett | Mgmt | For | For | For | ||||
2 | Elect Kelly C. Chambliss | Mgmt | For | For | For | ||||
3 | Elect Teresa H. Clarke | Mgmt | For | For | For | ||||
4 | Elect Raymond P. Dolan | Mgmt | For | For | For | ||||
5 | Elect Kenneth R. Frank | Mgmt | For | For | For | ||||
6 | Elect Robert D. Hormats | Mgmt | For | For | For | ||||
7 | Elect Grace D. Lieblein | Mgmt | For | For | For | ||||
8 | Elect Craig Macnab | Mgmt | For | For | For | ||||
9 | Elect JoAnn A. Reed | Mgmt | For | For | For | ||||
10 | Elect Pamela D.A. Reeve | Mgmt | For | For | For | ||||
11 | Elect Bruce L. Tanner | Mgmt | For | For | For | ||||
12 | Elect Samme L. Thompson | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Apartment Income REIT Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AIRC | CUSIP 03750L109 | 12/07/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Terry Considine | Mgmt | For | For | For | ||||
2 | Elect Thomas N. Bohjalian | Mgmt | For | For | For | ||||
3 | Elect Kristin Finney-Cooke | Mgmt | For | For | For | ||||
4 | Elect Thomas L. Keltner | Mgmt | For | For | For | ||||
5 | Elect Devin I. Murphy | Mgmt | For | For | For | ||||
6 | Elect Margarita Palau-Hernandez | Mgmt | For | For | For | ||||
7 | Elect John D. Rayis | Mgmt | For | For | For | ||||
8 | Elect Ann Sperling | Mgmt | For | For | For | ||||
9 | Elect Nina A. Tran | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | Against | Against | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Amendment to the 2020 Stock Award and Incentive Plan | Mgmt | For | For | For | ||||
Boston Properties, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BXP | CUSIP 101121101 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kelly A. Ayotte | Mgmt | For | For | For | ||||
2 | Elect Bruce W. Duncan | Mgmt | For | For | For | ||||
3 | Elect Carol B. Einiger | Mgmt | For | For | For | ||||
4 | Elect Diane J. Hoskins | Mgmt | For | For | For | ||||
5 | Elect Mary E. Kipp | Mgmt | For | For | For | ||||
6 | Elect Joel I. Klein | Mgmt | For | For | For | ||||
7 | Elect Douglas T. Linde | Mgmt | For | For | For | ||||
8 | Elect Matthew J. Lustig | Mgmt | For | For | For | ||||
9 | Elect Owen D. Thomas | Mgmt | For | For | For | ||||
10 | Elect William H. Walton, III | Mgmt | For | For | For | ||||
11 | Elect Derek Anthony West | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Brookfield Asset Management Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BAM.A | CUSIP 112585104 | 11/09/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Spin-off | Mgmt | For | For | For | ||||
2 | Manager Management Share Option Plan | Mgmt | For | For | For | ||||
3 | Manager Non-Qualified Management Share Option Plan | Mgmt | For | For | For | ||||
4 | Manager Escrowed Stock Plan | Mgmt | For | For | For | ||||
Crown Castle Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CCI | CUSIP 22822V101 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect P. Robert Bartolo | Mgmt | For | For | For | ||||
2 | Elect Jay A. Brown | Mgmt | For | For | For | ||||
3 | Elect Cindy Christy | Mgmt | For | For | For | ||||
4 | Elect Ari Q. Fitzgerald | Mgmt | For | For | For | ||||
5 | Elect Andrea J. Goldsmith | Mgmt | For | For | For | ||||
6 | Elect Tammy K. Jones | Mgmt | For | For | For | ||||
7 | Elect Anthony J. Melone | Mgmt | For | For | For | ||||
8 | Elect W. Benjamin Moreland | Mgmt | For | For | For | ||||
9 | Elect Kevin A. Stephens | Mgmt | For | For | For | ||||
10 | Elect Matthew Thornton III | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Amendment to Articles Regarding Officer Exculpation | Mgmt | For | Against | Against | ||||
Digital Realty Trust, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DLR | CUSIP 253868103 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Alexis Black Bjorlin | Mgmt | For | Against | Against | ||||
2 | Elect VeraLinn Jamieson | Mgmt | For | For | For | ||||
3 | Elect Kevin J. Kennedy | Mgmt | For | For | For | ||||
4 | Elect William G. LaPerch | Mgmt | For | For | For | ||||
5 | Elect Jean F.H.P. Mandeville | Mgmt | For | For | For | ||||
6 | Elect Afshin Mohebbi | Mgmt | For | For | For | ||||
7 | Elect Mark R. Patterson | Mgmt | For | For | For | ||||
8 | Elect Mary Hogan Preusse | Mgmt | For | For | For | ||||
9 | Elect Andrew P. Power | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Concealment Clauses | ShrHoldr | Against | Abstain | N/A | ||||
14 | Shareholder Proposal Regarding Report on Racism in Company Culture | ShrHoldr | Against | Against | For | ||||
Duke Realty Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DRE | CUSIP 264411505 | 09/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Merger with Prologis | Mgmt | For | For | For | ||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | Against | Against | ||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
EastGroup Properties Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EGP | CUSIP 277276101 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect D. Pike Aloian | Mgmt | For | For | For | ||||
2 | Elect H. Eric Bolton, Jr. | Mgmt | For | For | For | ||||
3 | Elect Donald F. Colleran | Mgmt | For | For | For | ||||
4 | Elect David M. Fields | Mgmt | For | For | For | ||||
5 | Elect Marshall A. Loeb | Mgmt | For | For | For | ||||
6 | Elect Mary E. McCormick | Mgmt | For | For | For | ||||
7 | Elect Katherine M. Sandstrom | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Approval of the 2023 Equity Incentive Plan | Mgmt | For | For | For | ||||
Equinix, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EQIX | CUSIP 29444U700 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nanci E. Caldwell | Mgmt | For | For | For | ||||
2 | Elect Adaire Fox-Martin | Mgmt | For | For | For | ||||
3 | Elect Ron Guerrier | Mgmt | For | Abstain | Against | ||||
4 | Elect Gary F. Hromadko | Mgmt | For | For | For | ||||
5 | Elect Charles Meyers | Mgmt | For | For | For | ||||
6 | Elect Thomas S. Olinger | Mgmt | For | For | For | ||||
7 | Elect Christopher B. Paisley | Mgmt | For | For | For | ||||
8 | Elect Jeetendra I. Patel | Mgmt | For | For | For | ||||
9 | Elect Sandra Rivera | Mgmt | For | For | For | ||||
10 | Elect Fidelma Russo | Mgmt | For | For | For | ||||
11 | Elect Peter F. Van Camp | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
Equity LifeStyle Properties, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ELS | CUSIP 29472R108 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Andrew Berkenfield | Mgmt | For | For | For | ||||
1.2 | Elect Derrick Burks | Mgmt | For | For | For | ||||
1.3 | Elect Philip C. Calian | Mgmt | For | For | For | ||||
1.4 | Elect David J. Contis | Mgmt | For | For | For | ||||
1.5 | Elect Constance Freedman | Mgmt | For | For | For | ||||
1.6 | Elect Thomas P. Heneghan | Mgmt | For | For | For | ||||
1.7 | Elect Marguerite Nader | Mgmt | For | For | For | ||||
1.8 | Elect Scott R. Peppet | Mgmt | For | For | For | ||||
1.9 | Elect Sheli Z. Rosenberg | Mgmt | For | For | For | ||||
1.10 | Elect Samuel Zell | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Equity Residential | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EQR | CUSIP 29476L107 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Angela M. Aman | Mgmt | For | For | For | ||||
1.2 | Elect Linda Walker Bynoe | Mgmt | For | For | For | ||||
1.3 | Elect Mary Kay Haben | Mgmt | For | For | For | ||||
1.4 | Elect Tahsinul Zia Huque | Mgmt | For | For | For | ||||
1.5 | Elect John E. Neal | Mgmt | For | For | For | ||||
1.6 | Elect David J. Neithercut | Mgmt | For | For | For | ||||
1.7 | Elect Mark J. Parrell | Mgmt | For | For | For | ||||
1.8 | Elect Mark S. Shapiro | Mgmt | For | For | For | ||||
1.9 | Elect Stephen E. Sterrett | Mgmt | For | For | For | ||||
1.10 | Elect Samuel Zell | Mgmt | For | Withhold | Against | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Essex Property Trust, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ESS | CUSIP 297178105 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Keith R. Guericke | Mgmt | For | For | For | ||||
2 | Elect Maria R. Hawthorne | Mgmt | For | For | For | ||||
3 | Elect Amal M. Johnson | Mgmt | For | For | For | ||||
4 | Elect Mary Kasaris | Mgmt | For | For | For | ||||
5 | Elect Angela L. Kleiman | Mgmt | For | For | For | ||||
6 | Elect Irving F. Lyons, III | Mgmt | For | For | For | ||||
7 | Elect George M. Marcus | Mgmt | For | Against | Against | ||||
8 | Elect Thomas E. Robinson | Mgmt | For | For | For | ||||
9 | Elect Michael J. Schall | Mgmt | For | For | For | ||||
10 | Elect Byron A. Scordelis | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation-ONE (1) YEAR | Mgmt | 1 Year | 1 Year | For | ||||
Extra Space Storage Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EXR | CUSIP 30225T102 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kenneth M. Woolley | Mgmt | For | For | For | ||||
2 | Elect Joseph D. Margolis | Mgmt | For | For | For | ||||
3 | Elect Roger B. Porter | Mgmt | For | For | For | ||||
4 | Elect Jennifer Blouin | Mgmt | For | For | For | ||||
5 | Elect Joseph J. Bonner | Mgmt | For | For | For | ||||
6 | Elect Gary L. Crittenden | Mgmt | For | For | For | ||||
7 | Elect Spencer F. Kirk | Mgmt | For | For | For | ||||
8 | Elect Diane Olmstead | Mgmt | For | For | For | ||||
9 | Elect Jefferson S. Shreve | Mgmt | For | For | For | ||||
10 | Elect Julia Vander Ploeg | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Healthcare Trust of America, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HTA | CUSIP 42225P501 | 07/15/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Issuance of Stock for Reverse Merger with Healthcare Realty | Mgmt | For | For | For | ||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | ||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Healthpeak Properties, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PEAK | CUSIP 42250P103 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Scott M. Brinker | Mgmt | For | For | For | ||||
2 | Elect Brian G. Cartwright | Mgmt | For | For | For | ||||
3 | Elect James B. Connor | Mgmt | For | For | For | ||||
4 | Elect Christine N. Garvey | Mgmt | For | For | For | ||||
5 | Elect R. Kent Griffin Jr. | Mgmt | For | For | For | ||||
6 | Elect David B. Henry | Mgmt | For | For | For | ||||
7 | Elect Sara G. Lewis | Mgmt | For | For | For | ||||
8 | Elect Katherine M. Sandstrom | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Approval of the 2023 Performance Incentive Plan | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Invitation Homes Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INVH | CUSIP 46187W107 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Michael D. Fascitelli | Mgmt | For | For | For | ||||
1.2 | Elect Dallas B. Tanner | Mgmt | For | For | For | ||||
1.3 | Elect Jana Cohen Barbe | Mgmt | For | For | For | ||||
1.4 | Elect Richard D. Bronson | Mgmt | For | For | For | ||||
1.5 | Elect Jeffrey E. Kelter | Mgmt | For | For | For | ||||
1.6 | Elect Joseph D. Margolis | Mgmt | For | For | For | ||||
1.7 | Elect John B. Rhea | Mgmt | For | For | For | ||||
1.8 | Elect Janice L. Sears | Mgmt | For | For | For | ||||
1.9 | Elect Frances Aldrich Sevilla-Sacasa | Mgmt | For | For | For | ||||
1.10 | Elect Keith D. Taylor | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Iron Mountain Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
IRM | CUSIP 46284V101 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jennifer Allerton | Mgmt | For | For | For | ||||
2 | Elect Pamela M. Arway | Mgmt | For | For | For | ||||
3 | Elect Clarke H. Bailey | Mgmt | For | For | For | ||||
4 | Elect Kent P. Dauten | Mgmt | For | For | For | ||||
5 | Elect Monte E. Ford | Mgmt | For | For | For | ||||
6 | Elect Robin L. Matlock | Mgmt | For | For | For | ||||
7 | Elect William L. Meaney | Mgmt | For | For | For | ||||
8 | Elect Wendy J. Murdock | Mgmt | For | For | For | ||||
9 | Elect Walter C. Rakowich | Mgmt | For | For | For | ||||
10 | Elect Doyle R. Simons | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Kimco Realty Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KIM | CUSIP 49446R109 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Milton Cooper | Mgmt | For | For | For | ||||
2 | Elect Philip E. Coviello | Mgmt | For | For | For | ||||
3 | Elect Conor C. Flynn | Mgmt | For | For | For | ||||
4 | Elect Frank Lourenso | Mgmt | For | For | For | ||||
5 | Elect Henry Moniz | Mgmt | For | For | For | ||||
6 | Elect Mary Hogan Preusse | Mgmt | For | For | For | ||||
7 | Elect Valerie Richardson | Mgmt | For | For | For | ||||
8 | Elect Richard B. Saltzman | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
Life Storage, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LSI | CUSIP 53223X107 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark G. Barberio | Mgmt | For | For | For | ||||
2 | Elect Joseph V. Saffire | Mgmt | For | For | For | ||||
3 | Elect Stephen R. Rusmisel | Mgmt | For | For | For | ||||
4 | Elect Arthur L. Havener, Jr. | Mgmt | For | For | For | ||||
5 | Elect Dana Hamilton | Mgmt | For | For | For | ||||
6 | Elect Edward J. Pettinella | Mgmt | For | For | For | ||||
7 | Elect David L. Rogers | Mgmt | For | For | For | ||||
8 | Elect Susan S. Harnett | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Prologis, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PLD | CUSIP 74340W103 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Hamid R. Moghadam | Mgmt | For | For | For | ||||
2 | Elect Cristina G. Bita | Mgmt | For | For | For | ||||
3 | Elect James B. Connor | Mgmt | For | For | For | ||||
4 | Elect George L. Fotiades | Mgmt | For | For | For | ||||
5 | Elect Lydia H. Kennard | Mgmt | For | For | For | ||||
6 | Elect Irving F. Lyons, III | Mgmt | For | For | For | ||||
7 | Elect Avid Modjtabai | Mgmt | For | For | For | ||||
8 | Elect David P. O'Connor | Mgmt | For | For | For | ||||
9 | Elect Olivier Piani | Mgmt | For | For | For | ||||
10 | Elect Jeffrey L. Skelton | Mgmt | For | For | For | ||||
11 | Elect Carl B. Webb | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Prologis, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PLD | CUSIP 74340W103 | 09/28/2022 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Stock Issuance for Merger with Duke Realty | Mgmt | For | For | For | ||||
2 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
Public Storage | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PSA | CUSIP 74460D109 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ronald L. Havner, Jr. | Mgmt | For | For | For | ||||
2 | Elect Tamara Hughes Gustavson | Mgmt | For | For | For | ||||
3 | Elect Leslie Stone Heisz | Mgmt | For | For | For | ||||
4 | Elect Shankh S. Mitra | Mgmt | For | For | For | ||||
5 | Elect David J. Neithercut | Mgmt | For | For | For | ||||
6 | Elect Rebecca L. Owen | Mgmt | For | For | For | ||||
7 | Elect Kristy M. Pipes | Mgmt | For | For | For | ||||
8 | Elect Avedick B. Poladian | Mgmt | For | For | For | ||||
9 | Elect John Reyes | Mgmt | For | For | For | ||||
10 | Elect Joseph D. Russell, Jr. | Mgmt | For | For | For | ||||
11 | Elect Tariq M. Shaukat | Mgmt | For | For | For | ||||
12 | Elect Ronald P. Spogli | Mgmt | For | For | For | ||||
13 | Elect Paul S. Williams | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | ||||
Realty Income Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
O | CUSIP 756109104 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Priscilla Almodovar | Mgmt | For | For | For | ||||
2 | Elect Jacqueline Brady | Mgmt | For | For | For | ||||
3 | Elect A. Larry Chapman | Mgmt | For | For | For | ||||
4 | Elect Reginald H. Gilyard | Mgmt | For | For | For | ||||
5 | Elect Mary Hogan Preusse | Mgmt | For | For | For | ||||
6 | Elect Priya Huskins | Mgmt | For | For | For | ||||
7 | Elect Gerardo I. Lopez | Mgmt | For | For | For | ||||
8 | Elect Michael D. McKee | Mgmt | For | For | For | ||||
9 | Elect Gregory T. McLaughlin | Mgmt | For | For | For | ||||
10 | Elect Ronald L. Merriman | Mgmt | For | For | For | ||||
11 | Elect Sumit Roy | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Regency Centers Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
REG | CUSIP 758849103 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Martin E. Stein, Jr. | Mgmt | For | For | For | ||||
2 | Elect Bryce Blair | Mgmt | For | For | For | ||||
3 | Elect C. Ronald Blankenship | Mgmt | For | For | For | ||||
4 | Elect Kristin A. Campbell | Mgmt | For | For | For | ||||
5 | Elect Deirdre J. Evens | Mgmt | For | For | For | ||||
6 | Elect Thomas W. Furphy | Mgmt | For | For | For | ||||
7 | Elect Karin M. Klein | Mgmt | For | For | For | ||||
8 | Elect Peter D. Linneman | Mgmt | For | For | For | ||||
9 | Elect David P. O'Connor | Mgmt | For | For | For | ||||
10 | Elect Lisa Palmer | Mgmt | For | For | For | ||||
11 | Elect James H. Simmons, III | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Retail Opportunity Investments Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ROIC | CUSIP 76131N101 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Richard A. Baker | Mgmt | For | For | For | ||||
1.2 | Elect Angela K. Ho | Mgmt | For | For | For | ||||
1.3 | Elect Michael J. Indiveri | Mgmt | For | Withhold | Against | ||||
1.4 | Elect Zabrina M. Jenkins | Mgmt | For | For | For | ||||
1.5 | Elect Lee S. Neibart | Mgmt | For | For | For | ||||
1.6 | Elect Adrienne B. Pitts | Mgmt | For | Withhold | Against | ||||
1.7 | Elect Laura H. Pomerantz | Mgmt | For | For | For | ||||
1.8 | Elect Stuart A. Tanz | Mgmt | For | For | For | ||||
1.9 | Elect Eric S. Zorn | Mgmt | For | Withhold | Against | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Rexford Industrial Realty, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
REXR | CUSIP 76169C100 | 06/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert L. Antin | Mgmt | For | For | For | ||||
2 | Elect Michael S. Frankel | Mgmt | For | For | For | ||||
3 | Elect Diana Ingram | Mgmt | For | Against | Against | ||||
4 | Elect Angela L. Kleiman | Mgmt | For | For | For | ||||
5 | Elect Debra L. Morris | Mgmt | For | For | For | ||||
6 | Elect Tyler H. Rose | Mgmt | For | For | For | ||||
7 | Elect Howard Schwimmer | Mgmt | For | For | For | ||||
8 | Elect Richard Ziman | Mgmt | For | Against | Against | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
SBA Communications Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SBAC | CUSIP 78410G104 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steven E. Bernstein | Mgmt | For | For | For | ||||
2 | Elect Laurie Bowen | Mgmt | For | For | For | ||||
3 | Elect Amy E. Wilson | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Simon Property Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SPG | CUSIP 828806109 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Glyn F. Aeppel | Mgmt | For | For | For | ||||
2 | Elect Larry C. Glasscock | Mgmt | For | For | For | ||||
3 | Elect Allan B. Hubbard | Mgmt | For | For | For | ||||
4 | Elect Reuben S. Leibowitz | Mgmt | For | For | For | ||||
5 | Elect Randall J. Lewis | Mgmt | For | For | For | ||||
6 | Elect Gary M. Rodkin | Mgmt | For | For | For | ||||
7 | Elect Peggy Fang Roe | Mgmt | For | For | For | ||||
8 | Elect Stefan M. Selig | Mgmt | For | For | For | ||||
9 | Elect Daniel C. Smith | Mgmt | For | For | For | ||||
10 | Elect Marta R. Stewart | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Spirit Realty Capital, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SRC | CUSIP 84860W300 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kevin M. Charlton | Mgmt | For | For | For | ||||
2 | Elect Elizabeth F. Frank | Mgmt | For | For | For | ||||
3 | Elect Michelle M. Frymire | Mgmt | For | For | For | ||||
4 | Elect Kristian M. Gathright | Mgmt | For | For | For | ||||
5 | Elect Richard I. Gilchrist | Mgmt | For | For | For | ||||
6 | Elect Jackson Hsieh | Mgmt | For | For | For | ||||
7 | Elect Diana M. Laing | Mgmt | For | For | For | ||||
8 | Elect Nicholas P. Shepherd | Mgmt | For | For | For | ||||
9 | Elect Thomas J. Sullivan | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Sun Communities, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SUI | CUSIP 866674104 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gary A. Shiffman | Mgmt | For | For | For | ||||
2 | Elect Tonya Allen | Mgmt | For | For | For | ||||
3 | Elect Meghan G. Baivier | Mgmt | For | For | For | ||||
4 | Elect Stephanie W. Bergeron | Mgmt | For | For | For | ||||
5 | Elect Jeff T. Blau | Mgmt | For | For | For | ||||
6 | Elect Brian M. Hermelin | Mgmt | For | For | For | ||||
7 | Elect Ronald A. Klein | Mgmt | For | For | For | ||||
8 | Elect Clunet R. Lewis | Mgmt | For | For | For | ||||
9 | Elect Arthur A. Weiss | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Increase in Authorized Common Stock | Mgmt | For | For | For | ||||
UDR, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UDR | CUSIP 902653104 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Katherine A. Cattanach | Mgmt | For | For | For | ||||
2 | Elect Jon A. Grove | Mgmt | For | For | For | ||||
3 | Elect Mary Ann King | Mgmt | For | For | For | ||||
4 | Elect James D. Klingbeil | Mgmt | For | For | For | ||||
5 | Elect Clint D. McDonnough | Mgmt | For | For | For | ||||
6 | Elect Robert A. McNamara | Mgmt | For | For | For | ||||
7 | Elect Diane M. Morefield | Mgmt | For | For | For | ||||
8 | Elect Kevin C. Nickelberry | Mgmt | For | For | For | ||||
9 | Elect Mark R. Patterson | Mgmt | For | For | For | ||||
10 | Elect Thomas W. Toomey | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Ventas, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VTR | CUSIP 92276F100 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Melody C. Barnes | Mgmt | For | For | For | ||||
2 | Elect Debra A. Cafaro | Mgmt | For | For | For | ||||
3 | Elect Michael J. Embler | Mgmt | For | For | For | ||||
4 | Elect Matthew J. Lustig | Mgmt | For | For | For | ||||
5 | Elect Roxanne M. Martino | Mgmt | For | For | For | ||||
6 | Elect Marguerite M. Nader | Mgmt | For | For | For | ||||
7 | Elect Sean Nolan | Mgmt | For | For | For | ||||
8 | Elect Walter C. Rakowich | Mgmt | For | For | For | ||||
9 | Elect Sumit Roy | Mgmt | For | For | For | ||||
10 | Elect James D. Shelton | Mgmt | For | For | For | ||||
11 | Elect Maurice Smith | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
VICI Properties Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VICI | CUSIP 925652109 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James R. Abrahamson | Mgmt | For | For | For | ||||
2 | Elect Diana F. Cantor | Mgmt | For | For | For | ||||
3 | Elect Monica H. Douglas | Mgmt | For | For | For | ||||
4 | Elect Elizabeth I. Holland | Mgmt | For | For | For | ||||
5 | Elect Craig Macnab | Mgmt | For | For | For | ||||
6 | Elect Edward B. Pitoniak | Mgmt | For | For | For | ||||
7 | Elect Michael D. Rumbolz | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Welltower Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WELL | CUSIP 95040Q104 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kenneth J. Bacon | Mgmt | For | For | For | ||||
2 | Elect Karen B. DeSalvo | Mgmt | For | For | For | ||||
3 | Elect Philip L. Hawkins | Mgmt | For | For | For | ||||
4 | Elect Dennis G. Lopez | Mgmt | For | For | For | ||||
5 | Elect Shankh Mitra | Mgmt | For | For | For | ||||
6 | Elect Ade J. Patton | Mgmt | For | For | For | ||||
7 | Elect Diana W. Reid | Mgmt | For | For | For | ||||
8 | Elect Sergio D. Rivera | Mgmt | For | For | For | ||||
9 | Elect Johnese M. Spisso | Mgmt | For | For | For | ||||
10 | Elect Kathryn M. Sullivan | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Weyerhaeuser Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WY | CUSIP 962166104 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark A. Emmert | Mgmt | For | For | For | ||||
2 | Elect Rick R. Holley | Mgmt | For | For | For | ||||
3 | Elect Sara G. Lewis | Mgmt | For | For | For | ||||
4 | Elect Deidra C. Merriwether | Mgmt | For | For | For | ||||
5 | Elect Al Monaco | Mgmt | For | For | For | ||||
6 | Elect Nicole W. Piasecki | Mgmt | For | For | For | ||||
7 | Elect Lawrence A. Selzer | Mgmt | For | For | For | ||||
8 | Elect Devin W. Stockfish | Mgmt | For | For | For | ||||
9 | Elect Kim Williams | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Fund Name : Neuberger Berman Small Cap Growth Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Academy Sports and Outdoors, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ASO | CUSIP 00402L107 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ken C. Hicks | Mgmt | For | For | For | ||||
2 | Elect Beryl B. Raff | Mgmt | For | For | For | ||||
3 | Elect Jeffrey C. Tweedy | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Amendment to the 2020 Omnibus Incentive Plan | Mgmt | For | For | For | ||||
Air Lease Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AL | CUSIP 00912X302 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Matthew J. Hart | Mgmt | For | For | For | ||||
2 | Elect Yvette Hollingsworth Clark | Mgmt | For | For | For | ||||
3 | Elect Cheryl Gordon Krongard | Mgmt | For | For | For | ||||
4 | Elect Marshall O. Larsen | Mgmt | For | For | For | ||||
5 | Elect Susan McCaw | Mgmt | For | For | For | ||||
6 | Elect Robert A. Milton | Mgmt | For | For | For | ||||
7 | Elect John L. Plueger | Mgmt | For | For | For | ||||
8 | Elect Ian M. Saines | Mgmt | For | For | For | ||||
9 | Elect Steven F. Udvar-Hazy | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Approval of the 2023 Equity Incentive Plan | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Alaska Air Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ALK | CUSIP 011659109 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Patricia M. Bedient | Mgmt | For | For | For | ||||
2 | Elect James A. Beer | Mgmt | For | For | For | ||||
3 | Elect Raymond L. Conner | Mgmt | For | For | For | ||||
4 | Elect Daniel K. Elwell | Mgmt | For | For | For | ||||
5 | Elect Dhiren Fonseca | Mgmt | For | For | For | ||||
6 | Elect Kathleen T. Hogan | Mgmt | For | For | For | ||||
7 | Elect Adrienne R. Lofton | Mgmt | For | For | For | ||||
8 | Elect Benito Minicucci | Mgmt | For | For | For | ||||
9 | Elect Helvi K. Sandvik | Mgmt | For | For | For | ||||
10 | Elect J. Kenneth Thompson | Mgmt | For | For | For | ||||
11 | Elect Eric K. Yeaman | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
Amicus Therapeutics, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FOLD | CUSIP 03152W109 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Lynn Dorsey Bleil | Mgmt | For | For | For | ||||
1.2 | Elect Bradley L. Campbell | Mgmt | For | For | For | ||||
2 | Amendment to the 2007 Equity Incentive Plan | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
7 | Amendment to Articles to Limit the Liability of Certain Officers | Mgmt | For | Against | Against | ||||
Antero Resources Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AR | CUSIP 03674X106 | 06/06/2023 | Voted | ||||||
Meeting Type | �� | ||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Paul M. Rady | Mgmt | For | For | For | ||||
1.2 | Elect Thomas B. Tyree, Jr | Mgmt | For | For | For | ||||
1.3 | Elect Brenda R. Schroer | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
4 | Amendment to Articles to Reflect Delaware Law Provisions Regarding Officer Exculpation | Mgmt | For | Against | Against | ||||
Apellis Pharmaceuticals, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APLS | CUSIP 03753U106 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gerald L. Chan | Mgmt | For | For | For | ||||
2 | Elect Cedric Francois | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
APi Group Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APG | CUSIP 00187Y100 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Martin E. Franklin | Mgmt | For | Against | Against | ||||
2 | Elect James E. Lillie | Mgmt | For | For | For | ||||
3 | Elect Ian G.H. Ashken | Mgmt | For | For | For | ||||
4 | Elect Russell A. Becker | Mgmt | For | For | For | ||||
5 | Elect David S. Blitzer | Mgmt | For | For | For | ||||
6 | Elect Paula D. Loop | Mgmt | For | For | For | ||||
7 | Elect Anthony E. Malkin | Mgmt | For | For | For | ||||
8 | Elect Thomas V. Milroy | Mgmt | For | For | For | ||||
9 | Elect Cyrus D. Walker | Mgmt | For | For | For | ||||
10 | Elect Carrie A. Wheeler | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Arcutis Biotherapeutics, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ARQT | CUSIP 03969K108 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Patrick Heron | Mgmt | For | For | For | ||||
2 | Elect Neha Krishnamohan | Mgmt | For | For | For | ||||
3 | Elect Todd Franklin Watanabe | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Arrowhead Pharmaceuticals, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ARWR | CUSIP 04280A100 | 03/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Douglass B. Given | Mgmt | For | For | For | ||||
2 | Elect Michael S. Perry | Mgmt | For | For | For | ||||
3 | Elect Christopher Anzalone | Mgmt | For | For | For | ||||
4 | Elect Marianne De Backer | Mgmt | For | For | For | ||||
5 | Elect Mauro Ferrari | Mgmt | For | For | For | ||||
6 | Elect Adeoye Y. Olukotun | Mgmt | For | For | For | ||||
7 | Elect William Waddill | Mgmt | For | For | For | ||||
8 | Elect Vicki Vakiener | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Increase in Authorized Common Stock | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
ATI Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ATI | CUSIP 01741R102 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect J. Brett Harvey | Mgmt | For | For | For | ||||
2 | Elect James C. Diggs | Mgmt | For | For | For | ||||
3 | Elect David J. Morehouse | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Axonics, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AXNX | CUSIP 05465P101 | 06/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael H. Carrel | Mgmt | For | For | For | ||||
2 | Elect Raymond W. Cohen | Mgmt | For | For | For | ||||
3 | Elect David M. Demski | Mgmt | For | For | For | ||||
4 | Elect Jane E. Kiernan | Mgmt | For | For | For | ||||
5 | Elect Esteban Lopez | Mgmt | For | For | For | ||||
6 | Elect Robert E. McNamara | Mgmt | For | For | For | ||||
7 | Elect Nancy L. Snyderman | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Beam Therapeutics Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BEAM | CUSIP 07373V105 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect John Evans | Mgmt | For | For | For | ||||
2 | Elect John M. Maraganore | Mgmt | For | Against | Against | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Blueprint Medicines Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BPMC | CUSIP 09627Y109 | 06/21/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Alexis A. Borisy | Mgmt | For | Withhold | Against | ||||
1.2 | Elect Lonnel Coats | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Kathryn Haviland | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Boyd Gaming Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BYD | CUSIP 103304101 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect John R. Bailey | Mgmt | For | For | For | ||||
1.2 | Elect William R. Boyd | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Marianne Boyd Johnson | Mgmt | For | For | For | ||||
1.4 | Elect Keith E. Smith | Mgmt | For | For | For | ||||
1.5 | Elect Christine J. Spadafor | Mgmt | For | For | For | ||||
1.6 | Elect A. Randall Thoman | Mgmt | For | For | For | ||||
1.7 | Elect Peter M. Thomas | Mgmt | For | For | For | ||||
1.8 | Elect Paul W. Whetsell | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
BRP Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BRP | CUSIP 05589G102 | 06/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Lowry Baldwin | Mgmt | For | Withhold | Against | ||||
1.2 | Elect Sathish Muthukrishnan | Mgmt | For | For | For | ||||
1.3 | Elect Sunita Parasuraman | Mgmt | For | For | For | ||||
1.4 | Elect Ellyn J. Shook | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Cactus, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WHD | CUSIP 127203107 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Scott Bender | Mgmt | For | For | For | ||||
1.2 | Elect Gary L. Rosenthal | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Bruce Rothstein | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Amendment to the Long-Term Incentive Plan | Mgmt | For | For | For | ||||
Calix, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CALX | CUSIP 13100M509 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Kathleen M. Crusco | Mgmt | For | For | For | ||||
1.2 | Elect Carl Russo | Mgmt | For | For | For | ||||
2 | Amendment to the 2019 Equity Incentive Award Plan | Mgmt | For | Against | Against | ||||
3 | Amendment to the 2017 Nonqualified Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Casella Waste Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CWST | CUSIP 147448104 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael L. Battles | Mgmt | For | For | For | ||||
2 | Elect Joseph G. Doody | Mgmt | For | For | For | ||||
3 | Elect Emily Nagle Green | Mgmt | For | For | For | ||||
4 | Amendment to the 1997 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
CBIZ, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CBZ | CUSIP 124805102 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard T. Marabito | Mgmt | For | For | For | ||||
2 | Elect Rodney A. Young | Mgmt | For | For | For | ||||
3 | Elect Benaree Pratt Wiley | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Amendment to the 2019 Omnibus Incentive Plan | Mgmt | For | For | For | ||||
Celsius Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CELH | CUSIP 15118V207 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect John Fieldly | Mgmt | For | For | For | ||||
1.2 | Elect Nicholas Castaldo | Mgmt | For | For | For | ||||
1.3 | Elect Caroline Levy | Mgmt | For | For | For | ||||
1.4 | Elect Hal Kravitz | Mgmt | For | For | For | ||||
1.5 | Elect Alexandre Ruberti | Mgmt | For | For | For | ||||
1.6 | Elect Cheryl S. Miller | Mgmt | For | For | For | ||||
1.7 | Elect Damon DeSantis | Mgmt | For | Withhold | Against | ||||
1.8 | Elect Joyce Russell | Mgmt | For | For | For | ||||
1.9 | Elect James Lee | Mgmt | For | Withhold | Against | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
Cerevel Therapeutics Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CERE | CUSIP 15678U128 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Marijn E. Dekkers | Mgmt | For | For | For | ||||
2 | Elect Deval L. Patrick | Mgmt | For | For | For | ||||
3 | Elect Norbert G. Riedel | Mgmt | For | For | For | ||||
4 | Elect Gabrielle Sulzberger | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Churchill Downs Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CHDN | CUSIP 171484108 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert L. Fealy | Mgmt | For | For | For | ||||
2 | Elect Douglas C. Grissom | Mgmt | For | For | For | ||||
3 | Elect Daniel P. Harrington | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Coherent Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
COHR | CUSIP 19247G107 | 11/16/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Enrico Digirolamo | Mgmt | For | For | For | ||||
2 | Elect David L. Motley | Mgmt | For | For | For | ||||
3 | Elect Shaker Sadasivam | Mgmt | For | For | For | ||||
4 | Elect Lisa Neal-Graves | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Curtiss-Wright Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CW | CUSIP 231561101 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Lynn M. Bamford | Mgmt | For | For | For | ||||
1.2 | Elect Dean M. Flatt | Mgmt | For | For | For | ||||
1.3 | Elect S. Marce Fuller | Mgmt | For | For | For | ||||
1.4 | Elect Bruce D. Hoechner | Mgmt | For | For | For | ||||
1.5 | Elect Glenda J. Minor | Mgmt | For | For | For | ||||
1.6 | Elect Anthony J. Moraco | Mgmt | For | For | For | ||||
1.7 | Elect William F. Moran | Mgmt | For | For | For | ||||
1.8 | Elect Robert J. Rivet | Mgmt | For | For | For | ||||
1.9 | Elect Peter C. Wallace | Mgmt | For | For | For | ||||
1.10 | Elect Larry D. Wyche | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Amendment to the Incentive Compensation Plan | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
CyberArk Software Ltd. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CYBR | CUSIP M2682V108 | 06/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ron Gutler | Mgmt | For | For | For | ||||
2 | Elect Kim E. Perdikou | Mgmt | For | For | For | ||||
3 | Elect Ehud Mokady | Mgmt | For | For | For | ||||
4 | Elect Matthew Cohen | Mgmt | For | For | For | ||||
5 | Employment Agreement of CEO | Mgmt | For | For | For | ||||
6 | Employment Agreement of Executive Chair | Mgmt | For | For | For | ||||
7 | Bundled Amendments to Articles | Mgmt | For | Against | Against | ||||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
Cytokinetics, Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CYTK | CUSIP 23282W605 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Edward M. Kaye | Mgmt | For | For | For | ||||
2 | Elect Wendell Wierenga | Mgmt | For | For | For | ||||
3 | Elect Nancy J. Wysenski | Mgmt | For | For | For | ||||
4 | Amendment to Allow Exculpation of Directors | Mgmt | For | For | For | ||||
5 | Amendment to Allow Exculpation of Officers | Mgmt | For | Against | Against | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Denbury Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DEN | CUSIP 24790A101 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kevin O. Meyers | Mgmt | For | For | For | ||||
2 | Elect Anthony M. Abate | Mgmt | For | For | For | ||||
3 | Elect Caroline G. Angoorly | Mgmt | For | For | For | ||||
4 | Elect James N. Chapman | Mgmt | For | For | For | ||||
5 | Elect Christian S. Kendall | Mgmt | For | For | For | ||||
6 | Elect Lynn A. Peterson | Mgmt | For | Against | Against | ||||
7 | Elect Brett R. Wiggs | Mgmt | For | For | For | ||||
8 | Elect Cindy A. Yeilding | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
Dorman Products, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DORM | CUSIP 258278100 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steven L. Berman | Mgmt | For | For | For | ||||
2 | Elect Kevin M. Olsen | Mgmt | For | For | For | ||||
3 | Elect Lisa M. Bachmann | Mgmt | For | For | For | ||||
4 | Elect John J. Gavin | Mgmt | For | For | For | ||||
5 | Elect Richard T. Riley | Mgmt | For | For | For | ||||
6 | Elect Kelly A. Romano | Mgmt | For | For | For | ||||
7 | Elect G. Michael Stakias | Mgmt | For | For | For | ||||
8 | Elect J. Darrell Thomas | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
DoubleVerify Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DV | CUSIP 25862V105 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect R. Davis Noell | Mgmt | For | For | For | ||||
1.2 | Elect Lucy Stamell Dobrin | Mgmt | For | For | For | ||||
1.3 | Elect Teri L. List | Mgmt | For | Withhold | Against | ||||
2 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Dutch Bros Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BROS | CUSIP 26701L100 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Travis Boersma | Mgmt | For | For | For | ||||
2 | Elect Shelley G. Broader | Mgmt | For | For | For | ||||
3 | Elect Thomas Davis | Mgmt | For | For | For | ||||
4 | Elect Kathryn George | Mgmt | For | For | For | ||||
5 | Elect Stephen Gillett | Mgmt | For | For | For | ||||
6 | Elect Jonathan Ricci | Mgmt | For | For | For | ||||
7 | Elect Ann M. Miller | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Evercore Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EVR | CUSIP 29977A105 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Roger C. Altman | Mgmt | For | For | For | ||||
2 | Elect Richard I. Beattie | Mgmt | For | For | For | ||||
3 | Elect Pamela G. Carlton | Mgmt | For | For | For | ||||
4 | Elect Ellen V. Futter | Mgmt | For | For | For | ||||
5 | Elect Gail B. Harris | Mgmt | For | For | For | ||||
6 | Elect Robert B. Millard | Mgmt | For | For | For | ||||
7 | Elect Willard J. Overlock, Jr. | Mgmt | For | For | For | ||||
8 | Elect Sir Simon M. Robertson | Mgmt | For | For | For | ||||
9 | Elect John S. Weinberg | Mgmt | For | For | For | ||||
10 | Elect William J. Wheeler | Mgmt | For | For | For | ||||
11 | Elect Sarah K. Williamson | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
Evoqua Water Technologies Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AQUA | CUSIP 30057T105 | 02/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Ronald C. Keating | Mgmt | For | For | For | ||||
1.2 | Elect Martin J. Lamb | Mgmt | For | For | For | ||||
1.3 | Elect Peter M. Wilver | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Exponent, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EXPO | CUSIP 30214U102 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect George H. Brown | Mgmt | For | For | For | ||||
2 | Elect Catherine Ford Corrigan | Mgmt | For | For | For | ||||
3 | Elect Paul R. Johnston | Mgmt | For | For | For | ||||
4 | Elect Carol Lindstrom | Mgmt | For | For | For | ||||
5 | Elect Karen A. Richardson | Mgmt | For | For | For | ||||
6 | Elect Debra L. Zumwalt | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Flywire Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FLYW | CUSIP 302492103 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Alex Finkelstein | Mgmt | For | For | For | ||||
1.2 | Elect Matthew Harris | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Fox Factory Holding Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FOXF | CUSIP 35138V102 | 05/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Elizabeth A. Fetter | Mgmt | For | For | For | ||||
2 | Elect Dudley Mendenhall | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Exculpation of Officers | Mgmt | For | Against | Against | ||||
6 | Remove Outdated Article Provisions | Mgmt | For | For | For | ||||
Graphic Packaging Holding Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GPK | CUSIP 388689101 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Michael P. Doss | Mgmt | For | For | For | ||||
1.2 | Elect Dean A. Scarborough | Mgmt | For | For | For | ||||
1.3 | Elect Larry M. Venturelli | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
H&E Equipment Services, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HEES | CUSIP 404030108 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect John M. Engquist | Mgmt | For | For | For | ||||
2 | Elect Bradley W. Barber | Mgmt | For | For | For | ||||
3 | Elect Paul N. Arnold | Mgmt | For | For | For | ||||
4 | Elect Gary W. Bagley | Mgmt | For | For | For | ||||
5 | Elect Bruce C. Bruckmann | Mgmt | For | Withhold | Against | ||||
6 | Elect Patrick L. Edsell | Mgmt | For | For | For | ||||
7 | Elect Thomas J. Galligan III | Mgmt | For | For | For | ||||
8 | Elect Lawrence C. Karlson | Mgmt | For | Withhold | Against | ||||
9 | Elect Jacob Thomas | Mgmt | For | Withhold | Against | ||||
10 | Elect Mary P. Thompson | Mgmt | For | Withhold | Against | ||||
11 | Elect Suzanne Wood | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Halozyme Therapeutics, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HALO | CUSIP 40637H109 | 05/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Bernadette Connaughton | Mgmt | For | For | For | ||||
2 | Elect Moni Miyashita | Mgmt | For | For | For | ||||
3 | Elect Matthew L. Posard | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Harmonic Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HLIT | CUSIP 413160102 | 06/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Patrick J. Harshman | Mgmt | For | For | For | ||||
2 | Elect Patrick T. Gallagher | Mgmt | For | For | For | ||||
3 | Elect Deborah L. Clifford | Mgmt | For | For | For | ||||
4 | Elect Sophia Kim | Mgmt | For | For | For | ||||
5 | Elect David A. Krall | Mgmt | For | For | For | ||||
6 | Elect Mitzi Reaugh | Mgmt | For | For | For | ||||
7 | Elect Susan Swenson | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Amendment to the 2002 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
HealthEquity, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HQY | CUSIP 42226A107 | 06/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Robert W. Selander | Mgmt | For | For | For | ||||
2 | Elect Jon Kessler | Mgmt | For | For | For | ||||
3 | Elect Stephen D. Neeleman | Mgmt | For | For | For | ||||
4 | Elect Paul M. Black | Mgmt | For | For | For | ||||
5 | Elect Frank A. Corvino | Mgmt | For | For | For | ||||
6 | Elect Adrian T. Dillon | Mgmt | For | For | For | ||||
7 | Elect Evelyn S. Dilsaver | Mgmt | For | For | For | ||||
8 | Elect Debra McCowan | Mgmt | For | For | For | ||||
9 | Elect Rajesh Natarajan | Mgmt | For | For | For | ||||
10 | Elect Stuart B. Parker | Mgmt | For | For | For | ||||
11 | Elect Gayle Wellborn | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Helen of Troy Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HELE | CUSIP G4388N106 | 08/24/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Julien R. Mininberg | Mgmt | For | For | For | ||||
2 | Elect Timothy F. Meeker | Mgmt | For | For | For | ||||
3 | Elect Krista L. Berry | Mgmt | For | For | For | ||||
4 | Elect Vincent D. Carson | Mgmt | For | For | For | ||||
5 | Elect Thurman K. Case | Mgmt | For | For | For | ||||
6 | Elect Tabata L. Gomez | Mgmt | For | For | For | ||||
7 | Elect Elena B. Otero | Mgmt | For | For | For | ||||
8 | Elect Beryl B. Raff | Mgmt | For | For | For | ||||
9 | Elect Darren G. Woody | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
i3 Verticals, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
IIIV | CUSIP 46571Y107 | 02/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Gregory S. Daily | Mgmt | For | For | For | ||||
1.2 | Elect Clay M. Whitson | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Elizabeth Seigenthaler Courtney | Mgmt | For | For | For | ||||
1.4 | Elect John C. Harrison | Mgmt | For | For | For | ||||
1.5 | Elect Burton Harvey | Mgmt | For | For | For | ||||
1.6 | Elect Timothy McKenna | Mgmt | For | For | For | ||||
1.7 | Elect David Morgan | Mgmt | For | For | For | ||||
1.8 | Elect David M. Wilds | Mgmt | For | For | For | ||||
1.9 | Elect Decosta E. Jenkins | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
Impinj, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PI | CUSIP 453204109 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Daniel Gibson | Mgmt | For | For | For | ||||
2 | Elect Umesh Padval | Mgmt | For | For | For | ||||
3 | Elect Steve Sanghi | Mgmt | For | Against | Against | ||||
4 | Elect Cathal Phelan | Mgmt | For | For | For | ||||
5 | Elect Meera Rao | Mgmt | For | For | For | ||||
6 | Elect Chris Diorio | Mgmt | For | For | For | ||||
7 | Elect Miron Washington | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
Insmed Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INSM | CUSIP 457669307 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Elizabeth McKee Anderson | Mgmt | For | For | For | ||||
1.2 | Elect Clarissa Desjardins | Mgmt | For | For | For | ||||
1.3 | Elect David W.J. McGirr | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Amendment to the 2019 Incentive Plan | Mgmt | For | For | For | ||||
Inspire Medical Systems, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INSP | CUSIP 457730109 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Cynthia B. Burks | Mgmt | For | For | For | ||||
1.2 | Elect Gary L. Ellis | Mgmt | For | For | For | ||||
1.3 | Elect Georgia Garinois-Melenikiotou | Mgmt | For | For | For | ||||
1.4 | Elect Dana G. Mead, Jr. | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Installed Building Products, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
IBP | CUSIP 45780R101 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael T. Miller | Mgmt | For | Against | Against | ||||
2 | Elect Marchelle E. Moore | Mgmt | For | For | For | ||||
3 | Elect Robert H. Schottenstein | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Approval of the 2023 Omnibus Incentive Plan | Mgmt | For | For | For | ||||
iRhythm Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
IRTC | CUSIP 450056106 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Cathleen Noel Bairey Merz | Mgmt | For | For | For | ||||
1.2 | Elect Quentin Blackford | Mgmt | For | For | For | ||||
1.3 | Elect Bruce G. Bodaken | Mgmt | For | For | For | ||||
1.4 | Elect Karen L. Ling | Mgmt | For | For | For | ||||
1.5 | Elect Mark J. Rubash | Mgmt | For | For | For | ||||
1.6 | Elect Ralph Snyderman | Mgmt | For | For | For | ||||
1.7 | Elect Abhijit Y. Talwalkar | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
IVERIC bio, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ISEE | CUSIP 46583P102 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jane P. Henderson | Mgmt | For | For | For | ||||
2 | Elect Pravin U. Dugel | Mgmt | For | For | For | ||||
3 | Elect Glenn P. Sblendorio | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Increase in Authorized Common Stock | Mgmt | For | For | For | ||||
6 | Approval of the 2023 Stock Incentive Plan | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
Karuna Therapeutics, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KRTX | CUSIP 48576A100 | 06/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Bill Meury | Mgmt | For | For | For | ||||
2 | Elect Laurie Olson | Mgmt | For | For | For | ||||
3 | Elect David Wheadon | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Kinsale Capital Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
KNSL | CUSIP 49714P108 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael P. Kehoe | Mgmt | For | For | For | ||||
2 | Elect Steven J. Bensinger | Mgmt | For | For | For | ||||
3 | Elect Teresa P. Chia | Mgmt | For | For | For | ||||
4 | Elect Robert V. Hatcher, III | Mgmt | For | For | For | ||||
5 | Elect Anne C. Kronenberg | Mgmt | For | For | For | ||||
6 | Elect Robert Lippincott III | Mgmt | For | For | For | ||||
7 | Elect James J. Ritchie | Mgmt | For | For | For | ||||
8 | Elect Frederick L. Russell, Jr. | Mgmt | For | For | For | ||||
9 | Elect Gregory M. Share | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
Lattice Semiconductor Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LSCC | CUSIP 518415104 | 05/05/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James R. Anderson | Mgmt | For | For | For | ||||
2 | Elect Robin A. Abrams | Mgmt | For | For | For | ||||
3 | Elect Douglas Bettinger | Mgmt | For | For | For | ||||
4 | Elect Mark E. Jensen | Mgmt | For | For | For | ||||
5 | Elect James P. Lederer | Mgmt | For | For | For | ||||
6 | Elect David Jeffrey Richardson | Mgmt | For | For | For | ||||
7 | Elect Elizabeth M. Schwarting | Mgmt | For | For | For | ||||
8 | Elect Raejeanne Skillern | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Approval of the 2023 Equity Incentive Plan | Mgmt | For | For | For | ||||
Lithia Motors, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LAD | CUSIP 536797103 | 04/20/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Sidney B. DeBoer | Mgmt | For | For | For | ||||
2 | Elect Susan O. Cain | Mgmt | For | For | For | ||||
3 | Elect Bryan B. DeBoer | Mgmt | For | For | For | ||||
4 | Elect James E. Lentz | Mgmt | For | For | For | ||||
5 | Elect Shauna F. McIntyre | Mgmt | For | For | For | ||||
6 | Elect Louis P. Miramontes | Mgmt | For | For | For | ||||
7 | Elect Kenneth E. Roberts | Mgmt | For | For | For | ||||
8 | Elect David J. Robino | Mgmt | For | For | For | ||||
9 | Elect Stacy C. Loretz-Congdon | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Livent Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LTHM | CUSIP 53814L108 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Paul W. Graves | Mgmt | For | For | For | ||||
2 | Elect Andrea E. Utecht | Mgmt | For | For | For | ||||
3 | Elect Christina Lampe-Onnerud | Mgmt | For | Against | Against | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Repeal of Classified Board | Mgmt | For | For | For | ||||
7 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
Magnolia Oil & Gas Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MGY | CUSIP 559663109 | 05/03/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Christopher G. Stavros | Mgmt | For | For | For | ||||
2 | Elect Arcilia C. Acosta | Mgmt | For | For | For | ||||
3 | Elect Angela M. Busch | Mgmt | For | For | For | ||||
4 | Elect Edward P. Djerejian | Mgmt | For | For | For | ||||
5 | Elect James R. Larson | Mgmt | For | For | For | ||||
6 | Elect Dan F. Smith | Mgmt | For | For | For | ||||
7 | Elect John B. Walker | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
Manhattan Associates, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MANH | CUSIP 562750109 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Eddie Capel | Mgmt | For | For | For | ||||
2 | Elect Charles E. Moran | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Marriott Vacations Worldwide Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VAC | CUSIP 57164Y107 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect C. E. Andrews | Mgmt | For | For | For | ||||
1.2 | Elect William W. McCarten | Mgmt | For | For | For | ||||
1.3 | Elect William J. Shaw | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Repeal of Classified Board | Mgmt | For | For | For | ||||
Matador Resources Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MTDR | CUSIP 576485205 | 06/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Joseph Wm. Foran | Mgmt | For | For | For | ||||
2 | Elect Reynald A. Baribault | Mgmt | For | Against | Against | ||||
3 | Elect Timothy E. Parker | Mgmt | For | For | For | ||||
4 | Elect Shelley F. Appel | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Medpace Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MEDP | CUSIP 58506Q109 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Brian T. Carley | Mgmt | For | Withhold | Against | ||||
1.2 | Elect Femida H. Gwadry-Sridhar | Mgmt | For | For | For | ||||
1.3 | Elect Robert O. Kraft | Mgmt | For | Withhold | Against | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
MGP Ingredients, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MGPI | CUSIP 55303J106 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Thomas A. Gerke | Mgmt | For | For | For | ||||
2 | Elect Donn Lux | Mgmt | For | For | For | ||||
3 | Elect Kevin S. Rauckman | Mgmt | For | For | For | ||||
4 | Elect Todd B. Siwak | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
nVent Electric plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NVT | CUSIP G6700G107 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Sherry A. Aaholm | Mgmt | For | For | For | ||||
2 | Elect Jerry W. Burris | Mgmt | For | For | For | ||||
3 | Elect Susan M. Cameron | Mgmt | For | For | For | ||||
4 | Elect Michael L. Ducker | Mgmt | For | For | For | ||||
5 | Elect Randall J. Hogan, III | Mgmt | For | For | For | ||||
6 | Elect Danita Ostling | Mgmt | For | For | For | ||||
7 | Elect Nicola T. Palmer | Mgmt | For | For | For | ||||
8 | Elect Herbert K. Parker | Mgmt | For | For | For | ||||
9 | Elect Greg Scheu | Mgmt | For | For | For | ||||
10 | Elect Beth A. Wozniak | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | ||||
OneSpaWorld Holdings Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OSW | CUSIP P73684113 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Andrew R. Heyer | Mgmt | For | Withhold | Against | ||||
2 | Elect Leonard I. Fluxman | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Option Care Health, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OPCH | CUSIP 68404L201 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect John J. Arlotta | Mgmt | For | For | For | ||||
1.2 | Elect Elizabeth Q. Betten | Mgmt | For | For | For | ||||
1.3 | Elect Elizabeth D. Bierbower | Mgmt | For | For | For | ||||
1.4 | Elect Natasha Deckmann | Mgmt | For | For | For | ||||
1.5 | Elect David W. Golding | Mgmt | For | For | For | ||||
1.6 | Elect Harry M. Jansen Kraemer, Jr. | Mgmt | For | For | For | ||||
1.7 | Elect R. Carter Pate | Mgmt | For | For | For | ||||
1.8 | Elect John C. Rademacher | Mgmt | For | For | For | ||||
1.9 | Elect Nitin Sahney | Mgmt | For | For | For | ||||
1.10 | Elect Timothy Sullivan | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Outset Medical, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OM | CUSIP 690145107 | 05/31/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James F. Hinrichs | Mgmt | For | For | For | ||||
2 | Elect Andrea L. Saia | Mgmt | For | For | For | ||||
3 | Elect Catherine Szyman | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Paragon 28, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FNA | CUSIP 69913P105 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Quentin Blackford | Mgmt | For | Withhold | Against | ||||
1.2 | Elect Alf Grunwald | Mgmt | For | For | For | ||||
1.3 | Elect Stephen N. Oesterle | Mgmt | For | Withhold | Against | ||||
2 | Repeal of Classified Board | Mgmt | For | For | For | ||||
3 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Paycor HCM, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PYCR | CUSIP 70435P102 | 10/26/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Whitney Bouck | Mgmt | For | Withhold | Against | ||||
1.2 | Elect Scott Miller | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Jason Wright | Mgmt | For | Withhold | Against | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
Performance Food Group Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PFGC | CUSIP 71377A103 | 11/16/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect George L. Holm | Mgmt | For | For | For | ||||
2 | Elect Manuel A. Fernandez | Mgmt | For | For | For | ||||
3 | Elect Barbara J. Beck | Mgmt | For | For | For | ||||
4 | Elect William F. Dawson, Jr. | Mgmt | For | For | For | ||||
5 | Elect Laura J. Flanagan | Mgmt | For | For | For | ||||
6 | Elect Matthew C. Flanigan | Mgmt | For | For | For | ||||
7 | Elect Kimberly S. Grant | Mgmt | For | For | For | ||||
8 | Elect Jeffrey M. Overly | Mgmt | For | For | For | ||||
9 | Elect David V. Singer | Mgmt | For | For | For | ||||
10 | Elect Randall Spratt | Mgmt | For | For | For | ||||
11 | Elect Warren M. Thompson | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Phreesia, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PHR | CUSIP 71944F106 | 06/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Chaim Indig | Mgmt | For | For | For | ||||
1.2 | Elect Michael Weintraub | Mgmt | For | For | For | ||||
1.3 | Elect Edward L. Cahill | Mgmt | For | Withhold | Against | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Amendment Regarding Officer Exculpation | Mgmt | For | Against | Against | ||||
Saia, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SAIA | CUSIP 78709Y105 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Donna E. Epps | Mgmt | For | For | For | ||||
2 | Elect John P. Gainor | Mgmt | For | For | For | ||||
3 | Elect Kevin A. Henry | Mgmt | For | For | For | ||||
4 | Elect Frederick J. Holzgrefe, III | Mgmt | For | For | For | ||||
5 | Elect Donald R. James | Mgmt | For | For | For | ||||
6 | Elect Randolph W. Melville | Mgmt | For | For | For | ||||
7 | Elect Richard D. O'Dell | Mgmt | For | For | For | ||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
Shoals Technologies Group, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SHLS | CUSIP 82489W107 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Jeanette Mills | Mgmt | For | For | For | ||||
1.2 | Elect Lori Sundberg | Mgmt | For | For | For | ||||
2 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
ShockWave Medical, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SWAV | CUSIP 82489T104 | 06/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect C. Raymond Larkin, Jr. | Mgmt | For | For | For | ||||
1.2 | Elect Laura Francis | Mgmt | For | For | For | ||||
1.3 | Elect Maria Sainz | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Smartsheet Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SMAR | CUSIP 83200N103 | 06/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Geoffrey T. Barker | Mgmt | For | For | For | ||||
1.2 | Elect Matthew McIlwain | Mgmt | For | For | For | ||||
1.3 | Elect James N. White | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Sprout Social, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SPT | CUSIP 85209W109 | 05/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Peter Barris | Mgmt | For | For | For | ||||
2 | Elect Raina Moskowitz | Mgmt | For | For | For | ||||
3 | Elect Karen Walker | Mgmt | For | Withhold | Against | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
SPS Commerce, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SPSC | CUSIP 78463M107 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Archie C. Black | Mgmt | For | For | For | ||||
2 | Elect James B. Ramsey | Mgmt | For | For | For | ||||
3 | Elect Marty M. Reaume | Mgmt | For | For | For | ||||
4 | Elect Tami L. Reller | Mgmt | For | For | For | ||||
5 | Elect Philip E. Soran | Mgmt | For | For | For | ||||
6 | Elect Anne Sempowski Ward | Mgmt | For | For | For | ||||
7 | Elect Sven A. Wehrwein | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Synaptics Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SYNA | CUSIP 87157D109 | 10/25/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael E. Hurlston | Mgmt | For | For | For | ||||
2 | Elect Patricia Kummrow | Mgmt | For | For | For | ||||
3 | Elect Vivie Lee | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
6 | Amendment to the 2019 Equity and Incentive Compensation Plan | Mgmt | For | For | For | ||||
Tetra Tech, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TTEK | CUSIP 88162G103 | 02/28/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Dan L. Batrack | Mgmt | For | For | For | ||||
2 | Elect Gary R. Birkenbeuel | Mgmt | For | For | For | ||||
3 | Elect Prashant Gandhi | Mgmt | For | For | For | ||||
4 | Elect Joanne M. Maguire | Mgmt | For | For | For | ||||
5 | Elect Christiana Obiaya | Mgmt | For | For | For | ||||
6 | Elect Kimberly E. Ritrievi | Mgmt | For | For | For | ||||
7 | Elect J. Kenneth Thompson | Mgmt | For | For | For | ||||
8 | Elect Kirsten M. Volpi | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
Texas Capital Bancshares, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TCBI | CUSIP 88224Q107 | 04/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Paola M. Arbour | Mgmt | For | For | For | ||||
2 | Elect Jonathan E. Baliff | Mgmt | For | For | For | ||||
3 | Elect James H. Browning | Mgmt | For | For | For | ||||
4 | Elect Rob C. Holmes | Mgmt | For | For | For | ||||
5 | Elect David S. Huntley | Mgmt | For | For | For | ||||
6 | Elect Charles S. Hyle | Mgmt | For | For | For | ||||
7 | Elect Thomas E. Long | Mgmt | For | For | For | ||||
8 | Elect Elysia Holt Ragusa | Mgmt | For | For | For | ||||
9 | Elect Steven P. Rosenberg | Mgmt | For | For | For | ||||
10 | Elect Robert W. Stallings | Mgmt | For | For | For | ||||
11 | Elect Dale W. Tremblay | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Texas Roadhouse, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TXRH | CUSIP 882681109 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael A. Crawford | Mgmt | For | For | For | ||||
2 | Elect Donna E. Epps | Mgmt | For | For | For | ||||
3 | Elect Gregory N. Moore | Mgmt | For | For | For | ||||
4 | Elect Gerald L. Morgan | Mgmt | For | For | For | ||||
5 | Elect Curtis A. Warfield | Mgmt | For | For | For | ||||
6 | Elect Kathleen M. Widmer | Mgmt | For | Withhold | Against | ||||
7 | Elect James R. Zarley | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Shareholder Proposal Regarding GHG Targets and Alignment with the Paris Agreement | ShrHoldr | Against | Against | For | ||||
The Descartes Systems Group Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DSG | CUSIP 249906108 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Deepak Chopra | Mgmt | For | For | For | ||||
2 | Elect Deborah Close | Mgmt | For | For | For | ||||
3 | Elect Eric A. Demirian | Mgmt | For | For | For | ||||
4 | Elect Sandra L. Hanington | Mgmt | For | For | For | ||||
5 | Elect Kelley Irwin | Mgmt | For | For | For | ||||
6 | Elect Dennis Maple | Mgmt | For | For | For | ||||
7 | Elect Chris E. Muntwyler | Mgmt | For | For | For | ||||
8 | Elect Jane O'Hagan | Mgmt | For | For | For | ||||
9 | Elect Edward J. Ryan | Mgmt | For | For | For | ||||
10 | Elect John J. Walker | Mgmt | For | For | For | ||||
11 | Appointment of Auditor | Mgmt | For | For | For | ||||
12 | Shareholder Rights Plan | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Treace Medical Concepts, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TMCI | CUSIP 89455T109 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Lance Berry | Mgmt | For | For | For | ||||
1.2 | Elect Elizabeth Hanna | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Jane E. Kiernan | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
Trex Company, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TREX | CUSIP 89531P105 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jay M. Gratz | Mgmt | For | For | For | ||||
2 | Elect Ronald W. Kaplan | Mgmt | For | For | For | ||||
3 | Elect Gerald Volas | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Approval of 2023 Stock Incentive Plan | Mgmt | For | For | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
Ultragenyx Pharmaceutical Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RARE | CUSIP 90400D108 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Emil D. Kakkis, M.D., Ph.D. | Mgmt | For | For | For | ||||
2 | Elect Shehnaaz Suliman, M.D. | Mgmt | For | For | For | ||||
3 | Elect Daniel G. Welch | Mgmt | For | For | For | ||||
4 | Approval of the 2023 Incentive Plan | Mgmt | For | For | For | ||||
5 | Amendment to the 2014 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Utz Brands, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
UTZ | CUSIP 918090101 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Timothy P. Brown | Mgmt | For | For | For | ||||
1.2 | Elect Christina Choi | Mgmt | For | For | For | ||||
1.3 | Elect Roger K. Deromedi | Mgmt | For | For | For | ||||
1.4 | Elect Dylan B. Lissette | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Valmont Industries, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VMI | CUSIP 920253101 | 04/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Mogens C. Bay | Mgmt | For | For | For | ||||
1.2 | Elect Ritu C. Favre | Mgmt | For | For | For | ||||
1.3 | Elect Richard A. Lanoha | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Vaxcyte, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PCVX | CUSIP 92243G108 | 06/13/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Halley E. Gilbert | Mgmt | For | For | For | ||||
1.2 | Elect Michael E. Kamarck | Mgmt | For | For | For | ||||
1.3 | Elect Grant E. Pickering | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Visteon Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VC | CUSIP 92839U206 | 06/08/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James J. Barrese | Mgmt | For | For | For | ||||
2 | Elect Naomi M. Bergman | Mgmt | For | For | For | ||||
3 | Elect Jeffrey D. Jones | Mgmt | For | For | For | ||||
4 | Elect Bunsei Kure | Mgmt | For | For | For | ||||
5 | Elect Sachin S. Lawande | Mgmt | For | For | For | ||||
6 | Elect Joanne M. Maguire | Mgmt | For | For | For | ||||
7 | Elect Robert J. Manzo | Mgmt | For | For | For | ||||
8 | Elect Francis M. Scricco | Mgmt | For | For | For | ||||
9 | Elect David L. Treadwell | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Wesco International, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WCC | CUSIP 95082P105 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect John J. Engel | Mgmt | For | For | For | ||||
1.2 | Elect Anne M. Cooney | Mgmt | For | For | For | ||||
1.3 | Elect Matthew J. Espe | Mgmt | For | For | For | ||||
1.4 | Elect Bobby J. Griffin | Mgmt | For | For | For | ||||
1.5 | Elect Sundaram Nagarajan | Mgmt | For | For | For | ||||
1.6 | Elect Steven A. Raymund | Mgmt | For | For | For | ||||
1.7 | Elect James L. Singleton | Mgmt | For | For | For | ||||
1.8 | Elect Easwaran Sundaram | Mgmt | For | For | For | ||||
1.9 | Elect Laura K. Thompson | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Wintrust Financial Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WTFC | CUSIP 97650W108 | 05/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Elizabeth H. Connelly | Mgmt | For | For | For | ||||
2 | Elect Timothy S. Crane | Mgmt | For | For | For | ||||
3 | Elect Peter D. Crist | Mgmt | For | For | For | ||||
4 | Elect William J. Doyle | Mgmt | For | For | For | ||||
5 | Elect Marla F. Glabe | Mgmt | For | For | For | ||||
6 | Elect H. Patrick Hackett, Jr. | Mgmt | For | For | For | ||||
7 | Elect Scott K. Heitmann | Mgmt | For | For | For | ||||
8 | Elect Brian A. Kenney | Mgmt | For | For | For | ||||
9 | Elect Deborah L. Hall Lefevre | Mgmt | For | For | For | ||||
10 | Elect Suzet M. McKinney | Mgmt | For | For | For | ||||
11 | Elect Gary D. Sweeney | Mgmt | For | For | For | ||||
12 | Elect Karin Gustafson Teglia | Mgmt | For | For | For | ||||
13 | Elect Alex E. Washington, III | Mgmt | For | For | For | ||||
14 | Elect Edward J. Wehmer | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
17 | Ratification of Auditor | Mgmt | For | For | For | ||||
WNS (Holdings) Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WNS | CUSIP 92932M101 | 09/22/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Appointment of Auditor | Mgmt | For | For | For | ||||
3 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
4 | Elect Timothy L. Main | Mgmt | For | For | For | ||||
5 | Elect Thi Nhuoc Lan Tu | Mgmt | For | For | For | ||||
6 | Elect Mario P. Vitale | Mgmt | For | For | For | ||||
7 | Elect Gareth Williams | Mgmt | For | For | For | ||||
8 | Directors' Fees | Mgmt | For | For | For | ||||
9 | Amendment to the 2016 Incentive Award Plan | Mgmt | For | For | For | ||||
Fund Name : Neuberger Berman Sustainable Equity Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
Alphabet Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GOOGL | CUSIP 02079K305 | 06/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Larry Page | Mgmt | For | For | For | ||||
2 | Elect Sergey Brin | Mgmt | For | For | For | ||||
3 | Elect Sundar Pichai | Mgmt | For | For | For | ||||
4 | Elect John L. Hennessy | Mgmt | For | Against | Against | ||||
5 | Elect Frances H. Arnold | Mgmt | For | For | For | ||||
6 | Elect R. Martin Chavez | Mgmt | For | For | For | ||||
7 | Elect L. John Doerr | Mgmt | For | Against | Against | ||||
8 | Elect Roger W. Ferguson, Jr. | Mgmt | For | For | For | ||||
9 | Elect Ann Mather | Mgmt | For | For | For | ||||
10 | Elect K. Ram Shriram | Mgmt | For | For | For | ||||
11 | Elect Robin L. Washington | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Amendment to the 2021 Stock Plan | Mgmt | For | Against | Against | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
16 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | For | Against | ||||
17 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Lobbying Activity Alignment with Climate Commitments and the Paris Agreement | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | For | Against | ||||
20 | Shareholder Proposal Regarding Report on Siting in Countries of Significant Human Rights Concern | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Human Rights Impact Assessment | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Algorithm Disclosures | ShrHoldr | Against | For | Against | ||||
23 | Shareholder Proposal Regarding Alignment of YouTube Policies With Legislation | ShrHoldr | Against | For | Against | ||||
24 | Shareholder Proposal Regarding Content Governance Report | ShrHoldr | Against | Against | For | ||||
25 | Shareholder Proposal Regarding Assessment of Audit and Compliance Committee | ShrHoldr | Against | For | Against | ||||
26 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
27 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | ||||
28 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Against | For | Against | ||||
Amazon.com, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AMZN | CUSIP 023135106 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jeffrey P. Bezos | Mgmt | For | For | For | ||||
2 | Elect Andrew R. Jassy | Mgmt | For | For | For | ||||
3 | Elect Keith B. Alexander | Mgmt | For | For | For | ||||
4 | Elect Edith W. Cooper | Mgmt | For | For | For | ||||
5 | Elect Jamie S. Gorelick | Mgmt | For | For | For | ||||
6 | Elect Daniel P. Huttenlocher | Mgmt | For | For | For | ||||
7 | Elect Judith A. McGrath | Mgmt | For | Against | Against | ||||
8 | Elect Indra K. Nooyi | Mgmt | For | For | For | ||||
9 | Elect Jonathan J. Rubinstein | Mgmt | For | For | For | ||||
10 | Elect Patricia Q. Stonesifer | Mgmt | For | For | For | ||||
11 | Elect Wendell P. Weeks | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Amendment to the 1997 Stock Incentive Plan | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Report on Customer Due Diligence | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | For | Against | ||||
21 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | ShrHoldr | Against | Against | For | ||||
25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | ShrHoldr | Against | For | Against | ||||
27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | ||||
28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | ShrHoldr | Against | Against | For | ||||
29 | Shareholder Proposal Regarding Formation of Public Policy Committee | ShrHoldr | Against | Against | For | ||||
30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | ShrHoldr | Against | Against | For | ||||
31 | Shareholder Proposal Regarding Report on Working Conditions | ShrHoldr | Against | For | Against | ||||
32 | Shareholder Proposal Regarding Report on Plastic Packaging | ShrHoldr | Against | Against | For | ||||
33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | ShrHoldr | Against | For | Against | ||||
AmerisourceBergen Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ABC | CUSIP 03073E105 | 03/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ornella Barra | Mgmt | For | For | For | ||||
2 | Elect Steven H. Collis | Mgmt | For | For | For | ||||
3 | Elect D. Mark Durcan | Mgmt | For | For | For | ||||
4 | Elect Richard W. Gochnauer | Mgmt | For | For | For | ||||
5 | Elect Lon R. Greenberg | Mgmt | For | For | For | ||||
6 | Elect Kathleen W. Hyle | Mgmt | For | For | For | ||||
7 | Elect Lorence H. Kim | Mgmt | For | For | For | ||||
8 | Elect Henry W. McGee | Mgmt | For | For | For | ||||
9 | Elect Redonda G. Miller | Mgmt | For | For | For | ||||
10 | Elect Dennis M. Nally | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
Apple Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AAPL | CUSIP 037833100 | 03/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect James A. Bell | Mgmt | For | For | For | ||||
2 | Elect Timothy D. Cook | Mgmt | For | For | For | ||||
3 | Elect Albert A. Gore | Mgmt | For | For | For | ||||
4 | Elect Alex Gorsky | Mgmt | For | For | For | ||||
5 | Elect Andrea Jung | Mgmt | For | For | For | ||||
6 | Elect Arthur D. Levinson | Mgmt | For | For | For | ||||
7 | Elect Monica C. Lozano | Mgmt | For | For | For | ||||
8 | Elect Ronald D. Sugar | Mgmt | For | For | For | ||||
9 | Elect Susan L. Wagner | Mgmt | For | For | For | ||||
10 | Ratification of Auditor | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | ||||
14 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Shareholder Engagement with the Board | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | ShrHoldr | Against | Against | For | ||||
Arista Networks, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ANET | CUSIP 040413106 | 06/14/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Lewis Chew | Mgmt | For | For | For | ||||
1.2 | Elect Douglas Merritt | Mgmt | For | Withhold | Against | ||||
1.3 | Elect Mark B. Templeton | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Bank of America Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BAC | CUSIP 060505583 | 04/25/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Sharon L. Allen | Mgmt | For | For | For | ||||
2 | Elect Jose E. Almeida | Mgmt | For | For | For | ||||
3 | Elect Frank P. Bramble, Sr. | Mgmt | For | For | For | ||||
4 | Elect Pierre J. P. de Weck | Mgmt | For | For | For | ||||
5 | Elect Arnold W. Donald | Mgmt | For | For | For | ||||
6 | Elect Linda P. Hudson | Mgmt | For | For | For | ||||
7 | Elect Monica C. Lozano | Mgmt | For | For | For | ||||
8 | Elect Brian T. Moynihan | Mgmt | For | For | For | ||||
9 | Elect Lionel L. Nowell, III | Mgmt | For | For | For | ||||
10 | Elect Denise L. Ramos | Mgmt | For | For | For | ||||
11 | Elect Clayton S. Rose | Mgmt | For | For | For | ||||
12 | Elect Michael D. White | Mgmt | For | For | For | ||||
13 | Elect Thomas D. Woods | Mgmt | For | For | For | ||||
14 | Elect Maria T. Zuber | Mgmt | For | For | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
17 | Ratification of Auditor | Mgmt | For | For | For | ||||
18 | Amendment to the Bank of America Corporation Equity Plan | Mgmt | For | For | For | ||||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Absolute GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | For | Against | ||||
22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
24 | Shareholder Proposal Regarding a Racial Equity Audit | ShrHoldr | Against | Against | For | ||||
Becton, Dickinson and Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BDX | CUSIP 075887109 | 01/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect William M. Brown | Mgmt | For | For | For | ||||
2 | Elect Catherine M. Burzik | Mgmt | For | For | For | ||||
3 | Elect Carrie L. Byington | Mgmt | For | For | For | ||||
4 | Elect R. Andrew Eckert | Mgmt | For | For | For | ||||
5 | Elect Claire M. Fraser | Mgmt | For | For | For | ||||
6 | Elect Jeffrey W. Henderson | Mgmt | For | For | For | ||||
7 | Elect Christopher Jones | Mgmt | For | For | For | ||||
8 | Elect Marshall O. Larsen | Mgmt | For | For | For | ||||
9 | Elect Thomas E. Polen | Mgmt | For | For | For | ||||
10 | Elect Timothy M. Ring | Mgmt | For | For | For | ||||
11 | Elect Bertram L. Scott | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Amendment to the 2004 Employee and Director Equity-Based Compensation Plan | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||||
Berkshire Hathaway Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BRKA | CUSIP 084670702 | 05/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Warren E. Buffett | Mgmt | For | For | For | ||||
1.2 | Elect Charles T. Munger | Mgmt | For | For | For | ||||
1.3 | Elect Gregory E. Abel | Mgmt | For | For | For | ||||
1.4 | Elect Howard G. Buffett | Mgmt | For | For | For | ||||
1.5 | Elect Susan A. Buffett | Mgmt | For | For | For | ||||
1.6 | Elect Stephen B. Burke | Mgmt | For | For | For | ||||
1.7 | Elect Kenneth I. Chenault | Mgmt | For | For | For | ||||
1.8 | Elect Christopher C. Davis | Mgmt | For | For | For | ||||
1.9 | Elect Susan L. Decker | Mgmt | For | For | For | ||||
1.10 | Elect Charlotte Guyman | Mgmt | For | For | For | ||||
1.11 | Elect Ajit Jain | Mgmt | For | For | For | ||||
1.12 | Elect Thomas S. Murphy, Jr. | Mgmt | For | For | For | ||||
1.13 | Elect Ronald L. Olson | Mgmt | For | For | For | ||||
1.14 | Elect Wallace R. Weitz | Mgmt | For | For | For | ||||
1.15 | Elect Meryl B. Witmer | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||||
4 | Shareholder Proposal Regarding Climate Report | ShrHoldr | Against | For | Against | ||||
5 | Shareholder Proposal Regarding Disclosure and Oversight of Climate Change Risks | ShrHoldr | Against | Against | For | ||||
6 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | ShrHoldr | Against | Against | For | ||||
7 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | ||||
8 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
9 | Shareholder Proposal Regarding Public Positions on Political Speech | ShrHoldr | Against | Against | For | ||||
Colgate-Palmolive Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CL | CUSIP 194162103 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect John P. Bilbrey | Mgmt | For | For | For | ||||
2 | Elect John T. Cahill | Mgmt | For | For | For | ||||
3 | Elect Steve A. Cahillane | Mgmt | For | For | For | ||||
4 | Elect Lisa M. Edwards | Mgmt | For | For | For | ||||
5 | Elect C. Martin Harris | Mgmt | For | For | For | ||||
6 | Elect Martina Hund-Mejean | Mgmt | For | For | For | ||||
7 | Elect Kimberly A. Nelson | Mgmt | For | For | For | ||||
8 | Elect Lorrie M. Norrington | Mgmt | For | For | For | ||||
9 | Elect Michael B. Polk | Mgmt | For | For | For | ||||
10 | Elect Stephen I. Sadove | Mgmt | For | For | For | ||||
11 | Elect Noel R. Wallace | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
16 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | ||||
Compass Group Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CPG | CINS G23296208 | 02/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Remuneration Report | Mgmt | For | For | For | ||||
3 | Final Dividend | Mgmt | For | For | For | ||||
4 | Elect Ian K. Meakins | Mgmt | For | For | For | ||||
5 | Elect Dominic Blakemore | Mgmt | For | For | For | ||||
6 | Elect Palmer Brown | Mgmt | For | For | For | ||||
7 | Elect Gary Green | Mgmt | For | For | For | ||||
8 | Elect Carol Arrowsmith | Mgmt | For | For | For | ||||
9 | Elect Stefan Bomhard | Mgmt | For | For | For | ||||
10 | Elect John A. Bryant | Mgmt | For | For | For | ||||
11 | Elect Arlene Isaacs-Lowe | Mgmt | For | For | For | ||||
12 | Elect Anne-Francoise Nesmes | Mgmt | For | For | For | ||||
13 | Elect Sundar Raman | Mgmt | For | For | For | ||||
14 | Elect Nelson Luiz Costa Silva | Mgmt | For | For | For | ||||
15 | Elect Ireena Vittal | Mgmt | For | For | For | ||||
16 | Appointment of Auditor | Mgmt | For | For | For | ||||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Costco Wholesale Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
COST | CUSIP 22160K105 | 01/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Susan L. Decker | Mgmt | For | For | For | ||||
2 | Elect Kenneth D. Denman | Mgmt | For | For | For | ||||
3 | Elect Richard A. Galanti | Mgmt | For | Against | Against | ||||
4 | Elect Hamilton E. James | Mgmt | For | For | For | ||||
5 | Elect W. Craig Jelinek | Mgmt | For | For | For | ||||
6 | Elect Sally Jewell | Mgmt | For | For | For | ||||
7 | Elect Charles T. Munger | Mgmt | For | For | For | ||||
8 | Elect Jeffrey S. Raikes | Mgmt | For | For | For | ||||
9 | Elect John W. Stanton | Mgmt | For | For | For | ||||
10 | Elect Ron M. Vachris | Mgmt | For | For | For | ||||
11 | Elect Mary Agnes Wilderotter | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Against | Against | For | ||||
Coterra Energy Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CTRA | CUSIP 127097103 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Thomas E. Jorden | Mgmt | For | For | For | ||||
2 | Elect Robert S. Boswell | Mgmt | For | For | For | ||||
3 | Elect Dorothy M. Ables | Mgmt | For | For | For | ||||
4 | Elect Amanda M. Brock | Mgmt | For | For | For | ||||
5 | Elect Dan O. Dinges | Mgmt | For | For | For | ||||
6 | Elect Paul N. Eckley | Mgmt | For | For | For | ||||
7 | Elect Hans Helmerich | Mgmt | For | For | For | ||||
8 | Elect Lisa A. Stewart | Mgmt | For | For | For | ||||
9 | Elect Frances M. Vallejo | Mgmt | For | For | For | ||||
10 | Elect Marcus A. Watts | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Approval of the 2023 Equity Incentive Plan | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Methane Emission Disclosures | ShrHoldr | Against | For | Against | ||||
16 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Against | For | Against | ||||
CSX Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSX | CUSIP 126408103 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Donna M. Alvarado | Mgmt | For | For | For | ||||
2 | Elect Thomas P. Bostick | Mgmt | For | For | For | ||||
3 | Elect Steven T. Halverson | Mgmt | For | For | For | ||||
4 | Elect Paul C. Hilal | Mgmt | For | For | For | ||||
5 | Elect Joseph R. Hinrichs | Mgmt | For | For | For | ||||
6 | Elect David M. Moffett | Mgmt | For | For | For | ||||
7 | Elect Linda H. Riefler | Mgmt | For | For | For | ||||
8 | Elect Suzanne M. Vautrinot | Mgmt | For | For | For | ||||
9 | Elect James L. Wainscott | Mgmt | For | For | For | ||||
10 | Elect J. Steven Whisler | Mgmt | For | For | For | ||||
11 | Elect John J. Zillmer | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Danaher Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DHR | CUSIP 235851102 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Rainer M. Blair | Mgmt | For | For | For | ||||
2 | Elect Feroz Dewan | Mgmt | For | For | For | ||||
3 | Elect Linda P. Hefner Filler | Mgmt | For | For | For | ||||
4 | Elect Teri L. List | Mgmt | For | For | For | ||||
5 | Elect Walter G. Lohr, Jr. | Mgmt | For | For | For | ||||
6 | Elect Jessica L. Mega | Mgmt | For | For | For | ||||
7 | Elect Mitchell P. Rales | Mgmt | For | For | For | ||||
8 | Elect Steven M. Rales | Mgmt | For | For | For | ||||
9 | Elect Pardis C. Sabeti | Mgmt | For | For | For | ||||
10 | Elect A. Shane Sanders | Mgmt | For | For | For | ||||
11 | Elect John T. Schwieters | Mgmt | For | For | For | ||||
12 | Elect Alan G. Spoon | Mgmt | For | For | For | ||||
13 | Elect Raymond C. Stevens | Mgmt | For | For | For | ||||
14 | Elect Elias A. Zerhouni | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | ||||
Embecta Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
EMBC | CUSIP 29082K105 | 02/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect David J. Albritton | Mgmt | For | For | For | ||||
2 | Elect Carrie L. Anderson | Mgmt | For | For | For | ||||
3 | Elect Christopher R. Reidy | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Fiserv, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FISV | CUSIP 337738108 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Frank J. Bisignano | Mgmt | For | For | For | ||||
1.2 | Elect Henrique de Castro | Mgmt | For | For | For | ||||
1.3 | Elect Harry F. DiSimone | Mgmt | For | For | For | ||||
1.4 | Elect Dylan G. Haggart | Mgmt | For | For | For | ||||
1.5 | Elect Wafaa Mamilli | Mgmt | For | For | For | ||||
1.6 | Elect Heidi G. Miller | Mgmt | For | For | For | ||||
1.7 | Elect Doyle R. Simons | Mgmt | For | For | For | ||||
1.8 | Elect Kevin M. Warren | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
GoDaddy Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GDDY | CUSIP 380237107 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark S. Garrett | Mgmt | For | For | For | ||||
2 | Elect Srinivas Tallapragada | Mgmt | For | For | For | ||||
3 | Elect Sigal Zarmi | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Ratification of Auditor | Mgmt | For | For | For | ||||
Intercontinental Exchange, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ICE | CUSIP 45866F104 | 05/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Sharon Y. Bowen | Mgmt | For | For | For | ||||
2 | Elect Shantella E. Cooper | Mgmt | For | For | For | ||||
3 | Elect Duriya M. Farooqui | Mgmt | For | For | For | ||||
4 | Elect Lord Hague of Richmond | Mgmt | For | For | For | ||||
5 | Elect Mark F. Mulhern | Mgmt | For | For | For | ||||
6 | Elect Thomas E. Noonan | Mgmt | For | For | For | ||||
7 | Elect Caroline L. Silver | Mgmt | For | For | For | ||||
8 | Elect Jeffrey C. Sprecher | Mgmt | For | For | For | ||||
9 | Elect Judith A. Sprieser | Mgmt | For | For | For | ||||
10 | Elect Martha A. Tirinnanzi | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
Intuit Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
INTU | CUSIP 461202103 | 01/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Eve Burton | Mgmt | For | For | For | ||||
2 | Elect Scott D. Cook | Mgmt | For | For | For | ||||
3 | Elect Richard L. Dalzell | Mgmt | For | For | For | ||||
4 | Elect Sasan Goodarzi | Mgmt | For | For | For | ||||
5 | Elect Deborah Liu | Mgmt | For | For | For | ||||
6 | Elect Tekedra Mawakana | Mgmt | For | For | For | ||||
7 | Elect Suzanne Nora Johnson | Mgmt | For | For | For | ||||
8 | Elect Thomas J. Szkutak | Mgmt | For | For | For | ||||
9 | Elect Raul Vazquez | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
JPMorgan Chase & Co. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
JPM | CUSIP 46625H100 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Linda B. Bammann | Mgmt | For | For | For | ||||
2 | Elect Stephen B. Burke | Mgmt | For | For | For | ||||
3 | Elect Todd A. Combs | Mgmt | For | For | For | ||||
4 | Elect James S. Crown | Mgmt | For | For | For | ||||
5 | Elect Alicia Boler Davis | Mgmt | For | For | For | ||||
6 | Elect James Dimon | Mgmt | For | For | For | ||||
7 | Elect Timothy P. Flynn | Mgmt | For | For | For | ||||
8 | Elect Alex Gorsky | Mgmt | For | For | For | ||||
9 | Elect Mellody Hobson | Mgmt | For | For | For | ||||
10 | Elect Michael A. Neal | Mgmt | For | For | For | ||||
11 | Elect Phebe N. Novakovic | Mgmt | For | For | For | ||||
12 | Elect Virginia M. Rometty | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Revision of Committee Charter to Include Oversight of Animal Welfare | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Right to Call Special Meetings by Beneficial Owners | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
23 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | ShrHoldr | Against | Against | For | ||||
Mastercard Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MA | CUSIP 57636Q104 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Merit E. Janow | Mgmt | For | For | For | ||||
2 | Elect Candido Botelho Bracher | Mgmt | For | For | For | ||||
3 | Elect Richard K. Davis | Mgmt | For | For | For | ||||
4 | Elect Julius Genachowski | Mgmt | For | For | For | ||||
5 | Elect Choon Phong Goh | Mgmt | For | For | For | ||||
6 | Elect Oki Matsumoto | Mgmt | For | For | For | ||||
7 | Elect Michael Miebach | Mgmt | For | For | For | ||||
8 | Elect Youngme E. Moon | Mgmt | For | For | For | ||||
9 | Elect Rima Qureshi | Mgmt | For | For | For | ||||
10 | Elect Gabrielle Sulzberger | Mgmt | For | For | For | ||||
11 | Elect Harit Talwar | Mgmt | For | For | For | ||||
12 | Elect Lance Uggla | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Approval of the Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | For | Against | ||||
21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | ShrHoldr | Against | Against | For | ||||
Medtronic Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MDT | CUSIP 585055106 | 12/08/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Richard H. Anderson | Mgmt | For | For | For | ||||
2 | Elect Craig Arnold | Mgmt | For | For | For | ||||
3 | Elect Scott C. Donnelly | Mgmt | For | For | For | ||||
4 | Elect Lidia L. Fonseca | Mgmt | For | For | For | ||||
5 | Elect Andrea J. Goldsmith | Mgmt | For | For | For | ||||
6 | Elect Randall J. Hogan, III | Mgmt | For | For | For | ||||
7 | Elect Kevin E. Lofton | Mgmt | For | For | For | ||||
8 | Elect Geoffrey Straub Martha | Mgmt | For | For | For | ||||
9 | Elect Elizabeth G. Nabel | Mgmt | For | For | For | ||||
10 | Elect Denise M. O'Leary | Mgmt | For | For | For | ||||
11 | Elect Kendall J. Powell | Mgmt | For | For | For | ||||
12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
Microsoft Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MSFT | CUSIP 594918104 | 12/13/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Reid G. Hoffman | Mgmt | For | For | For | ||||
2 | Elect Hugh F. Johnston | Mgmt | For | For | For | ||||
3 | Elect Teri L. List | Mgmt | For | For | For | ||||
4 | Elect Satya Nadella | Mgmt | For | For | For | ||||
5 | Elect Sandra E. Peterson | Mgmt | For | For | For | ||||
6 | Elect Penny S. Pritzker | Mgmt | For | For | For | ||||
7 | Elect Carlos A. Rodriguez | Mgmt | For | For | For | ||||
8 | Elect Charles W. Scharf | Mgmt | For | For | For | ||||
9 | Elect John W. Stanton | Mgmt | For | For | For | ||||
10 | Elect John W. Thompson | Mgmt | For | For | For | ||||
11 | Elect Emma N. Walmsley | Mgmt | For | For | For | ||||
12 | Elect Padmasree Warrior | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Report on Hiring Practices | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Managing Climate Risk in Employee Retirement Options | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Government Use of Technology | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Risks of Developing Military Weapons | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | For | Against | ||||
National Grid Plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NG. | CINS G6S9A7120 | 07/11/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Accounts and Reports | Mgmt | For | For | For | ||||
2 | Final Dividend | Mgmt | For | For | For | ||||
3 | Elect Paula Rosput Reynolds | Mgmt | For | For | For | ||||
4 | Elect John Pettigrew | Mgmt | For | For | For | ||||
5 | Elect Andy Agg | Mgmt | For | For | For | ||||
6 | Elect Therese Esperdy | Mgmt | For | For | For | ||||
7 | Elect Liz Hewitt | Mgmt | For | For | For | ||||
8 | Elect Ian P. Livingston | Mgmt | For | For | For | ||||
9 | Elect Iain J. Mackay | Mgmt | For | For | For | ||||
10 | Elect Anne Robinson | Mgmt | For | For | For | ||||
11 | Elect Earl L. Shipp | Mgmt | For | For | For | ||||
12 | Elect Jonathan Silver | Mgmt | For | For | For | ||||
13 | Elect Antony Wood | Mgmt | For | For | For | ||||
14 | Elect Martha B. Wyrsch | Mgmt | For | For | For | ||||
15 | Appointment of Auditor | Mgmt | For | For | For | ||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||||
17 | Remuneration Policy | Mgmt | For | For | For | ||||
18 | Remuneration Report | Mgmt | For | For | For | ||||
19 | Approval of Climate Transition Plan | Mgmt | For | Against | Against | ||||
20 | Authorisation of Political Donations | Mgmt | For | For | For | ||||
21 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
22 | Scrip Dividend | Mgmt | For | For | For | ||||
23 | Capitalisation of Accounts (Scrip Dividend Scheme) | Mgmt | For | For | For | ||||
24 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
25 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||||
26 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
27 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||||
Otis Worldwide Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OTIS | CUSIP 68902V107 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jeffrey H. Black | Mgmt | For | For | For | ||||
2 | Elect Nelda J. Connors | Mgmt | For | For | For | ||||
3 | Elect Kathy Hopinkah Hannan | Mgmt | For | For | For | ||||
4 | Elect Shailesh G. Jejurikar | Mgmt | For | For | For | ||||
5 | Elect Christopher J. Kearney | Mgmt | For | For | For | ||||
6 | Elect Judith F. Marks | Mgmt | For | For | For | ||||
7 | Elect Harold W. McGraw III | Mgmt | For | For | For | ||||
8 | Elect Margaret M.V. Preston | Mgmt | For | For | For | ||||
9 | Elect Shelley Stewart, Jr. | Mgmt | For | For | For | ||||
10 | Elect John H. Walker | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Texas Instruments Incorporated | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TXN | CUSIP 882508104 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mark A. Blinn | Mgmt | For | For | For | ||||
2 | Elect Todd M. Bluedorn | Mgmt | For | For | For | ||||
3 | Elect Janet F. Clark | Mgmt | For | For | For | ||||
4 | Elect Carrie S. Cox | Mgmt | For | For | For | ||||
5 | Elect Martin S. Craighead | Mgmt | For | For | For | ||||
6 | Elect Curtis C. Farmer | Mgmt | For | For | For | ||||
7 | Elect Jean M. Hobby | Mgmt | For | For | For | ||||
8 | Elect Haviv Ilan | Mgmt | For | For | For | ||||
9 | Elect Ronald Kirk | Mgmt | For | For | For | ||||
10 | Elect Pamela H. Patsley | Mgmt | For | For | For | ||||
11 | Elect Robert E. Sanchez | Mgmt | For | For | For | ||||
12 | Elect Richard K. Templeton | Mgmt | For | For | For | ||||
13 | Amendment to the 2014 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Customer Due Diligence | ShrHoldr | Against | For | Against | ||||
The Cigna Group | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CI | CUSIP 125523100 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect David M. Cordani | Mgmt | For | For | For | ||||
2 | Elect William J. DeLaney | Mgmt | For | For | For | ||||
3 | Elect Eric J. Foss | Mgmt | For | For | For | ||||
4 | Elect Elder Granger | Mgmt | For | For | For | ||||
5 | Elect Neesha Hathi | Mgmt | For | For | For | ||||
6 | Elect George Kurian | Mgmt | For | For | For | ||||
7 | Elect Kathleen M. Mazzarella | Mgmt | For | Against | Against | ||||
8 | Elect Mark B. McClellan | Mgmt | For | For | For | ||||
9 | Elect Kimberly A. Ross | Mgmt | For | For | For | ||||
10 | Elect Eric C. Wiseman | Mgmt | For | For | For | ||||
11 | Elect Donna F. Zarcone | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Amendment to Allow Exculpation of Officers | Mgmt | For | Against | Against | ||||
16 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | For | Against | ||||
17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
The Progressive Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PGR | CUSIP 743315103 | 05/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Danelle M. Barrett | Mgmt | For | For | For | ||||
2 | Elect Philip F. Bleser | Mgmt | For | For | For | ||||
3 | Elect Stuart B. Burgdoerfer | Mgmt | For | For | For | ||||
4 | Elect Pamela J. Craig | Mgmt | For | For | For | ||||
5 | Elect Charles A. Davis | Mgmt | For | For | For | ||||
6 | Elect Roger N. Farah | Mgmt | For | For | For | ||||
7 | Elect Lawton W. Fitt | Mgmt | For | For | For | ||||
8 | Elect Susan Patricia Griffith | Mgmt | For | For | For | ||||
9 | Elect Devin C. Johnson | Mgmt | For | For | For | ||||
10 | Elect Jeffrey D. Kelly | Mgmt | For | For | For | ||||
11 | Elect Barbara R. Snyder | Mgmt | For | For | For | ||||
12 | Elect Kahina Van Dyke | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
The Sherwin-Williams Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SHW | CUSIP 824348106 | 04/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kerrii B. Anderson | Mgmt | For | For | For | ||||
2 | Elect Arthur F. Anton | Mgmt | For | For | For | ||||
3 | Elect Jeff M. Fettig | Mgmt | For | For | For | ||||
4 | Elect John G. Morikis | Mgmt | For | For | For | ||||
5 | Elect Christine A. Poon | Mgmt | For | For | For | ||||
6 | Elect Aaron M. Powell | Mgmt | For | For | For | ||||
7 | Elect Marta R. Stewart | Mgmt | For | For | For | ||||
8 | Elect Michael H. Thaman | Mgmt | For | For | For | ||||
9 | Elect Matthew Thornton III | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
United Rentals, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
URI | CUSIP 911363109 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jose B. Alvarez | Mgmt | For | For | For | ||||
2 | Elect Marc A. Bruno | Mgmt | For | For | For | ||||
3 | Elect Larry D. De Shon | Mgmt | For | For | For | ||||
4 | Elect Matthew J. Flannery | Mgmt | For | For | For | ||||
5 | Elect Bobby J. Griffin | Mgmt | For | For | For | ||||
6 | Elect Kim Harris Jones | Mgmt | For | For | For | ||||
7 | Elect Terri L. Kelly | Mgmt | For | For | For | ||||
8 | Elect Michael J. Kneeland | Mgmt | For | For | For | ||||
9 | Elect Francisco J. Lopez-Balboa | Mgmt | For | For | For | ||||
10 | Elect Gracia C. Martore | Mgmt | For | For | For | ||||
11 | Elect Shiv Singh | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
15 | Reduce Ownership Threshold to Initiate Written Consent | Mgmt | For | For | For | ||||
16 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | ShrHoldr | Against | Against | For | ||||
Vestas Wind Systems A/S | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VWS | CINS K9773J201 | 04/12/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
6 | Accounts and Reports | Mgmt | For | For | For | ||||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||||
8 | Remuneration Report | Mgmt | For | For | For | ||||
9 | Directors' Fees | Mgmt | For | For | For | ||||
10 | Elect Anders Runevad | Mgmt | For | For | For | ||||
11 | Elect Bruce Grant | Mgmt | For | For | For | ||||
12 | Elect Eva Merete Sofelde Berneke | Mgmt | For | For | For | ||||
13 | Elect Helle Thorning-Schmidt | Mgmt | For | For | For | ||||
14 | Elect Karl-Henrik Sundstrom | Mgmt | For | For | For | ||||
15 | Elect Kentaro Hosomi | Mgmt | For | For | For | ||||
16 | Elect Lena Olving | Mgmt | For | For | For | ||||
17 | Appointment of Auditor | Mgmt | For | For | For | ||||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | ||||
19 | Authorization of Legal Formalities | Mgmt | For | For | For | ||||
20 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||||
W.W. Grainger, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GWW | CUSIP 384802104 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Rodney C. Adkins | Mgmt | For | For | For | ||||
2 | Elect V. Ann Hailey | Mgmt | For | For | For | ||||
3 | Elect Katherine D. Jaspon | Mgmt | For | For | For | ||||
4 | Elect Stuart L. Levenick | Mgmt | For | For | For | ||||
5 | Elect D. G. Macpherson | Mgmt | For | For | For | ||||
6 | Elect Neil S. Novich | Mgmt | For | For | For | ||||
7 | Elect Beatriz R. Perez | Mgmt | For | For | For | ||||
8 | Elect E. Scott Santi | Mgmt | For | For | For | ||||
9 | Elect Susan Slavik Williams | Mgmt | For | For | For | ||||
10 | Elect Lucas E. Watson | Mgmt | For | For | For | ||||
11 | Elect Steven A. White | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Zebra Technologies Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ZBRA | CUSIP 989207105 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect William J Burns | Mgmt | For | For | For | ||||
2 | Elect Linda M. Connly | Mgmt | For | For | For | ||||
3 | Elect Anders Gustafsson | Mgmt | For | For | For | ||||
4 | Elect Janice M. Roberts | Mgmt | For | Against | Against | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
Fund Name : Neuberger Berman U.S. Equity Impact Fund | |||||||||
7/1/2022 - 6/30/2023 | |||||||||
ABIOMED, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ABMD | CUSIP 003654100 | 08/10/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Michael R. Minogue | Mgmt | For | For | For | ||||
1.2 | Elect Martin P. Sutter | Mgmt | For | For | For | ||||
1.3 | Elect Paula A. Johnson | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Aptiv PLC | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
APTV | CUSIP G6095L109 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kevin P. Clark | Mgmt | For | For | For | ||||
2 | Elect Richard L. Clemmer | Mgmt | For | For | For | ||||
3 | Elect Nancy E. Cooper | Mgmt | For | For | For | ||||
4 | Elect Joseph L. Hooley | Mgmt | For | For | For | ||||
5 | Elect Merit E. Janow | Mgmt | For | For | For | ||||
6 | Elect Sean O. Mahoney | Mgmt | For | For | For | ||||
7 | Elect Paul M. Meister | Mgmt | For | For | For | ||||
8 | Elect Robert K. Ortberg | Mgmt | For | For | For | ||||
9 | Elect Colin J. Parris | Mgmt | For | For | For | ||||
10 | Elect Ana G. Pinczuk | Mgmt | For | For | For | ||||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
Ball Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BALL | CUSIP 058498106 | 04/26/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Cathy D. Ross | Mgmt | For | For | For | ||||
2 | Elect Betty J. Sapp | Mgmt | For | For | For | ||||
3 | Elect Stuart A. Taylor, II | Mgmt | For | For | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Baxter International Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BAX | CUSIP 071813109 | 05/02/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Jose E. Almeida | Mgmt | For | For | For | ||||
2 | Elect Michael F. Mahoney | Mgmt | For | For | For | ||||
3 | Elect Patricia Morrison | Mgmt | For | For | For | ||||
4 | Elect Stephen N. Oesterle | Mgmt | For | For | For | ||||
5 | Elect Nancy M. Schlichting | Mgmt | For | For | For | ||||
6 | Elect Brent Shafer | Mgmt | For | For | For | ||||
7 | Elect Catherine R. Smith | Mgmt | For | For | For | ||||
8 | Elect Amy M. Wendell | Mgmt | For | For | For | ||||
9 | Elect David S. Wilkes | Mgmt | For | For | For | ||||
10 | Elect Peter M. Wilver | Mgmt | For | For | For | ||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | ||||
�� | |||||||||
BellRing Brands, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BRBR | CUSIP 07831C103 | 02/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Darcy Horn Davenport | Mgmt | For | For | For | ||||
2 | Elect Elliot Stein, Jr. | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Amendment to the 2019 Long-Term Incentive Plan | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Boston Scientific Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BSX | CUSIP 101137107 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nelda J. Connors | Mgmt | For | For | For | ||||
2 | Elect Charles J. Dockendorff | Mgmt | For | For | For | ||||
3 | Elect Yoshiaki Fujimori | Mgmt | For | For | For | ||||
4 | Elect Edward J. Ludwig | Mgmt | For | For | For | ||||
5 | Elect Michael F. Mahoney | Mgmt | For | For | For | ||||
6 | Elect David J. Roux | Mgmt | For | For | For | ||||
7 | Elect John E. Sununu | Mgmt | For | For | For | ||||
8 | Elect David S. Wichmann | Mgmt | For | For | For | ||||
9 | Elect Ellen M. Zane | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Brookfield Renewable Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
BEPC | CUSIP 11284V105 | 06/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Jeffrey M. Blidner | Mgmt | For | For | For | ||||
1.2 | Elect Scott R. Cutler | Mgmt | For | For | For | ||||
1.3 | Elect Sarah Deasley | Mgmt | For | For | For | ||||
1.4 | Elect Nancy Dorn | Mgmt | For | For | For | ||||
1.5 | Elect Eleazar de Carvalho Filho | Mgmt | For | Withhold | Against | ||||
1.6 | Elect Randy MacEwen | Mgmt | For | For | For | ||||
1.7 | Elect David Mann | Mgmt | For | For | For | ||||
1.8 | Elect Louis J. Maroun | Mgmt | For | For | For | ||||
1.9 | Elect Stephen Westwell | Mgmt | For | For | For | ||||
1.10 | Elect Patricia Zuccotti | Mgmt | For | For | For | ||||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
Canadian Pacific Kansas City Limited | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CP | CUSIP 13646K108 | 06/15/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Appointment of Auditor | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Advisory Vote on Approach to Climate Change | Mgmt | For | For | For | ||||
4 | Elect John Baird | Mgmt | For | For | For | ||||
5 | Elect Isabelle Courville | Mgmt | For | For | For | ||||
6 | Elect Keith E. Creel | Mgmt | For | For | For | ||||
7 | Elect Gillian H. Denham | Mgmt | For | For | For | ||||
8 | Elect Antonio Garza | Mgmt | For | For | For | ||||
9 | Elect David Garza-Santos | Mgmt | For | For | For | ||||
10 | Elect Edward R. Hamberger | Mgmt | For | For | For | ||||
11 | Elect Janet H. Kennedy | Mgmt | For | For | For | ||||
12 | Elect Henry J. Maier | Mgmt | For | For | For | ||||
13 | Elect Matthew H. Paull | Mgmt | For | For | For | ||||
14 | Elect Jane L. Peverett | Mgmt | For | For | For | ||||
15 | Elect Andrea Robertson | Mgmt | For | For | For | ||||
16 | Elect Gordon T. Trafton | Mgmt | For | For | For | ||||
ChargePoint Holdings, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CHPT | CUSIP 15961R105 | 07/12/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Jeffrey A. Harris | Mgmt | For | For | For | ||||
1.2 | Elect Susan Heystee | Mgmt | For | For | For | ||||
1.3 | Elect G. Richard Wagoner, Jr. | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Coherent Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
COHR | CUSIP 19247G107 | 11/16/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Enrico Digirolamo | Mgmt | For | For | For | ||||
2 | Elect David L. Motley | Mgmt | For | For | For | ||||
3 | Elect Shaker Sadasivam | Mgmt | For | For | For | ||||
4 | Elect Lisa Neal-Graves | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
CSX Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CSX | CUSIP 126408103 | 05/10/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Donna M. Alvarado | Mgmt | For | For | For | ||||
2 | Elect Thomas P. Bostick | Mgmt | For | For | For | ||||
3 | Elect Steven T. Halverson | Mgmt | For | For | For | ||||
4 | Elect Paul C. Hilal | Mgmt | For | For | For | ||||
5 | Elect Joseph R. Hinrichs | Mgmt | For | For | For | ||||
6 | Elect David M. Moffett | Mgmt | For | For | For | ||||
7 | Elect Linda H. Riefler | Mgmt | For | For | For | ||||
8 | Elect Suzanne M. Vautrinot | Mgmt | For | For | For | ||||
9 | Elect James L. Wainscott | Mgmt | For | For | For | ||||
10 | Elect J. Steven Whisler | Mgmt | For | For | For | ||||
11 | Elect John J. Zillmer | Mgmt | For | Against | Against | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Danaher Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DHR | CUSIP 235851102 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Rainer M. Blair | Mgmt | For | For | For | ||||
2 | Elect Feroz Dewan | Mgmt | For | For | For | ||||
3 | Elect Linda P. Hefner Filler | Mgmt | For | For | For | ||||
4 | Elect Teri L. List | Mgmt | For | For | For | ||||
5 | Elect Walter G. Lohr, Jr. | Mgmt | For | For | For | ||||
6 | Elect Jessica L. Mega | Mgmt | For | For | For | ||||
7 | Elect Mitchell P. Rales | Mgmt | For | For | For | ||||
8 | Elect Steven M. Rales | Mgmt | For | For | For | ||||
9 | Elect Pardis C. Sabeti | Mgmt | For | For | For | ||||
10 | Elect A. Shane Sanders | Mgmt | For | For | For | ||||
11 | Elect John T. Schwieters | Mgmt | For | For | For | ||||
12 | Elect Alan G. Spoon | Mgmt | For | For | For | ||||
13 | Elect Raymond C. Stevens | Mgmt | For | For | For | ||||
14 | Elect Elias A. Zerhouni | Mgmt | For | For | For | ||||
15 | Ratification of Auditor | Mgmt | For | For | For | ||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
19 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | ||||
Deere & Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DE | CUSIP 244199105 | 02/22/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Leanne G. Caret | Mgmt | For | For | For | ||||
2 | Elect Tamra A. Erwin | Mgmt | For | For | For | ||||
3 | Elect Alan C. Heuberger | Mgmt | For | For | For | ||||
4 | Elect Charles O. Holliday, Jr. | Mgmt | For | For | For | ||||
5 | Elect Michael O. Johanns | Mgmt | For | For | For | ||||
6 | Elect Clayton M. Jones | Mgmt | For | For | For | ||||
7 | Elect John C. May | Mgmt | For | For | For | ||||
8 | Elect Gregory R. Page | Mgmt | For | For | For | ||||
9 | Elect Sherry M. Smith | Mgmt | For | For | For | ||||
10 | Elect Dmitri L. Stockton | Mgmt | For | For | For | ||||
11 | Elect Sheila G. Talton | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||||
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DexCom, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
DXCM | CUSIP 252131107 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Steven R. Altman | Mgmt | For | For | For | ||||
2 | Elect Richard A. Collins | Mgmt | For | For | For | ||||
3 | Elect Karen M. Dahut | Mgmt | For | For | For | ||||
4 | Elect Mark G. Foletta | Mgmt | For | For | For | ||||
5 | Elect Barbara E. Kahn | Mgmt | For | For | For | ||||
6 | Elect Kyle Malady | Mgmt | For | For | For | ||||
7 | Elect Eric Topol | Mgmt | For | For | For | ||||
8 | Ratification of Auditor | Mgmt | For | For | For | ||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
11 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | ||||
Ecolab Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ECL | CUSIP 278865100 | 05/04/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Shari L Ballard | Mgmt | For | For | For | ||||
2 | Elect Barbara J. Beck | Mgmt | For | For | For | ||||
3 | Elect Christophe Beck | Mgmt | For | For | For | ||||
4 | Elect Jeffrey M. Ettinger | Mgmt | For | For | For | ||||
5 | Elect Eric M. Green | Mgmt | For | For | For | ||||
6 | Elect Arthur J. Higgins | Mgmt | For | For | For | ||||
7 | Elect Michael Larson | Mgmt | For | For | For | ||||
8 | Elect David W. MacLennan | Mgmt | For | For | For | ||||
9 | Elect Tracy B. McKibben | Mgmt | For | For | For | ||||
10 | Elect Lionel L. Nowell, III | Mgmt | For | For | For | ||||
11 | Elect Victoria J. Reich | Mgmt | For | For | For | ||||
12 | Elect Suzanne M. Vautrinot | Mgmt | For | For | For | ||||
13 | Elect John J. Zillmer | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Approval of the 2023 Stock Incentive Plan | Mgmt | For | For | For | ||||
16 | Amendment to the Stock Purchase Plan | Mgmt | For | For | For | ||||
17 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
18 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Eli Lilly and Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
LLY | CUSIP 532457108 | 05/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect William G. Kaelin, Jr. | Mgmt | For | For | For | ||||
2 | Elect David A. Ricks | Mgmt | For | For | For | ||||
3 | Elect Marschall S. Runge | Mgmt | For | For | For | ||||
4 | Elect Karen Walker | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
7 | Ratification of Auditor | Mgmt | For | For | For | ||||
8 | Repeal of Classified Board | Mgmt | For | For | For | ||||
9 | Elimination of Supermajority Requirements | Mgmt | For | For | For | ||||
10 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | For | Against | ||||
11 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | Against | For | ||||
12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | ShrHoldr | Against | Against | For | ||||
14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | ||||
16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | ||||
Evoqua Water Technologies Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AQUA | CUSIP 30057T105 | 02/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Ronald C. Keating | Mgmt | For | For | For | ||||
1.2 | Elect Martin J. Lamb | Mgmt | For | For | For | ||||
1.3 | Elect Peter M. Wilver | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
Evoqua Water Technologies Corp. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
AQUA | CUSIP 30057T105 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Special | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Merger/Acquisition | Mgmt | For | For | For | ||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | ||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||||
First Solar, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
FSLR | CUSIP 336433107 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Michael J. Ahearn | Mgmt | For | For | For | ||||
2 | Elect Richard D. Chapman | Mgmt | For | For | For | ||||
3 | Elect Anita Marangoly George | Mgmt | For | For | For | ||||
4 | Elect George A. Hambro | Mgmt | For | For | For | ||||
5 | Elect Molly E. Joseph | Mgmt | For | For | For | ||||
6 | Elect Craig Kennedy | Mgmt | For | For | For | ||||
7 | Elect Lisa A. Kro | Mgmt | For | For | For | ||||
8 | Elect William J. Post | Mgmt | For | For | For | ||||
9 | Elect Paul H. Stebbins | Mgmt | For | For | For | ||||
10 | Elect Michael T. Sweeney | Mgmt | For | For | For | ||||
11 | Elect Mark Widmar | Mgmt | For | For | For | ||||
12 | Elect Norman L. Wright | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Graphic Packaging Holding Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
GPK | CUSIP 388689101 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Michael P. Doss | Mgmt | For | For | For | ||||
1.2 | Elect Dean A. Scarborough | Mgmt | For | For | For | ||||
1.3 | Elect Larry M. Venturelli | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Hannon Armstrong Sustainable Infrastructure Capital, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HASI | CUSIP 41068X100 | 06/07/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Jeffrey W. Eckel | Mgmt | For | For | For | ||||
1.2 | Elect Lizabeth A. Ardisana | Mgmt | For | For | For | ||||
1.3 | Elect Clarence D. Armbrister | Mgmt | For | For | For | ||||
1.4 | Elect Teresa M. Brenner | Mgmt | For | For | For | ||||
1.5 | Elect Michael T. Eckhart | Mgmt | For | For | For | ||||
1.6 | Elect Nancy C. Floyd | Mgmt | For | For | For | ||||
1.7 | Elect Jeffrey A. Lipson | Mgmt | For | For | For | ||||
1.8 | Elect Charles M. O'Neil | Mgmt | For | For | For | ||||
1.9 | Elect Richard J. Osborne | Mgmt | For | For | For | ||||
1.10 | Elect Steven G. Osgood | Mgmt | For | For | For | ||||
1.11 | Elect Kimberly A. Reed | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
HCA Healthcare, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
HCA | CUSIP 40412C101 | 04/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Thomas F. Frist III | Mgmt | For | For | For | ||||
2 | Elect Samuel N. Hazen | Mgmt | For | For | For | ||||
3 | Elect Meg G. Crofton | Mgmt | For | For | For | ||||
4 | Elect Robert J. Dennis | Mgmt | For | For | For | ||||
5 | Elect Nancy-Ann DeParle | Mgmt | For | For | For | ||||
6 | Elect William R. Frist | Mgmt | For | For | For | ||||
7 | Elect Hugh F. Johnston | Mgmt | For | For | For | ||||
8 | Elect Michael W. Michelson | Mgmt | For | For | For | ||||
9 | Elect Wayne J. Riley | Mgmt | For | For | For | ||||
10 | Elect Andrea B. Smith | Mgmt | For | For | For | ||||
11 | Ratification of Auditor | Mgmt | For | For | For | ||||
12 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | ||||
15 | Shareholder Proposal Regarding Board Oversight of Staffing and Patient Safety | ShrHoldr | Against | Against | For | ||||
Merck & Co., Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MRK | CUSIP 58933Y105 | 05/23/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Douglas M. Baker, Jr. | Mgmt | For | For | For | ||||
2 | Elect Mary Ellen Coe | Mgmt | For | For | For | ||||
3 | Elect Pamela J. Craig | Mgmt | For | For | For | ||||
4 | Elect Robert M. Davis | Mgmt | For | For | For | ||||
5 | Elect Thomas H. Glocer | Mgmt | For | For | For | ||||
6 | Elect Risa Lavizzo-Mourey | Mgmt | For | For | For | ||||
7 | Elect Stephen L. Mayo | Mgmt | For | For | For | ||||
8 | Elect Paul B. Rothman | Mgmt | For | For | For | ||||
9 | Elect Patricia F. Russo | Mgmt | For | For | For | ||||
10 | Elect Christine E. Seidman | Mgmt | For | For | For | ||||
11 | Elect Inge G. Thulin | Mgmt | For | For | For | ||||
12 | Elect Kathy J. Warden | Mgmt | For | For | For | ||||
13 | Elect Peter C. Wendell | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Ratification of Auditor | Mgmt | For | For | For | ||||
17 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | ||||
18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | ShrHoldr | Against | Against | For | ||||
22 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
Motorola Solutions, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
MSI | CUSIP 620076307 | 05/16/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Gregory Q. Brown | Mgmt | For | For | For | ||||
2 | Elect Kenneth D. Denman | Mgmt | For | For | For | ||||
3 | Elect Egon P. Durban | Mgmt | For | For | For | ||||
4 | Elect Ayanna M. Howard | Mgmt | For | For | For | ||||
5 | Elect Clayton M. Jones | Mgmt | For | For | For | ||||
6 | Elect Judy C. Lewent | Mgmt | For | For | For | ||||
7 | Elect Gregory K. Mondre | Mgmt | For | For | For | ||||
8 | Elect Joseph M. Tucci | Mgmt | For | For | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
NextEra Energy, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
NEE | CUSIP 65339F101 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Nicole S. Arnaboldi | Mgmt | For | For | For | ||||
2 | Elect Sherry S. Barrat | Mgmt | For | For | For | ||||
3 | Elect James L. Camaren | Mgmt | For | For | For | ||||
4 | Elect Kenneth B. Dunn | Mgmt | For | For | For | ||||
5 | Elect Naren K. Gursahaney | Mgmt | For | For | For | ||||
6 | Elect Kirk S. Hachigian | Mgmt | For | For | For | ||||
7 | Elect John W. Ketchum | Mgmt | For | For | For | ||||
8 | Elect Amy B. Lane | Mgmt | For | For | For | ||||
9 | Elect David L. Porges | Mgmt | For | For | For | ||||
10 | Elect Dev Stahlkopf | Mgmt | For | For | For | ||||
11 | Elect John Arthur Stall | Mgmt | For | For | For | ||||
12 | Elect Darryl L. Wilson | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | ShrHoldr | Against | For | Against | ||||
ON Semiconductor Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
ON | CUSIP 682189105 | 05/18/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Atsushi Abe | Mgmt | For | For | For | ||||
2 | Elect Alan Campbell | Mgmt | For | For | For | ||||
3 | Elect Susan K. Carter | Mgmt | For | For | For | ||||
4 | Elect Thomas L. Deitrich | Mgmt | For | For | For | ||||
5 | Elect Hassane S. El-Khoury | Mgmt | For | For | For | ||||
6 | Elect Bruce E. Kiddoo | Mgmt | For | For | For | ||||
7 | Elect Paul A. Mascarenas | Mgmt | For | For | For | ||||
8 | Elect Gregory L. Waters | Mgmt | For | For | For | ||||
9 | Elect Christine Y. Yan | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
Organon & Co. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
OGN | CUSIP 68622V106 | 06/06/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Carrie S. Cox | Mgmt | For | For | For | ||||
2 | Elect Alan Ezekowitz | Mgmt | For | For | For | ||||
3 | Elect Helene D. Gayle | Mgmt | For | For | For | ||||
4 | Elect Deborah Leone | Mgmt | For | For | For | ||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
Pentair plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PNR | CUSIP G7S00T104 | 05/09/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Mona Abutaleb Stephenson | Mgmt | For | For | For | ||||
2 | Elect Melissa Barra | Mgmt | For | For | For | ||||
3 | Elect T. Michael Glenn | Mgmt | For | For | For | ||||
4 | Elect Theodore L. Harris | Mgmt | For | For | For | ||||
5 | Elect David A. Jones | Mgmt | For | For | For | ||||
6 | Elect Gregory E. Knight | Mgmt | For | For | For | ||||
7 | Elect Michael T. Speetzen | Mgmt | For | For | For | ||||
8 | Elect John L. Stauch | Mgmt | For | For | For | ||||
9 | Elect Billie I. Williamson | Mgmt | For | For | For | ||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
14 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
15 | Authority to Set Price Range for Re-Issuance of Treasury Shares | Mgmt | For | For | For | ||||
Pfizer Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
PFE | CUSIP 717081103 | 04/27/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Ronald E. Blaylock | Mgmt | For | For | For | ||||
2 | Elect Albert Bourla | Mgmt | For | For | For | ||||
3 | Elect Susan Desmond-Hellmann | Mgmt | For | For | For | ||||
4 | Elect Joseph J. Echevarria | Mgmt | For | For | For | ||||
5 | Elect Scott Gottlieb | Mgmt | For | For | For | ||||
6 | Elect Helen H. Hobbs | Mgmt | For | For | For | ||||
7 | Elect Susan Hockfield | Mgmt | For | For | For | ||||
8 | Elect Dan R. Littman | Mgmt | For | For | For | ||||
9 | Elect Shantanu Narayen | Mgmt | For | For | For | ||||
10 | Elect Suzanne Nora Johnson | Mgmt | For | For | For | ||||
11 | Elect James Quincey | Mgmt | For | For | For | ||||
12 | Elect James C. Smith | Mgmt | For | For | For | ||||
13 | Ratification of Auditor | Mgmt | For | For | For | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
16 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||||
18 | Shareholder Proposal Regarding Intellectual Property | ShrHoldr | Against | Against | For | ||||
19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | ||||
20 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | ||||
SolarEdge Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SEDG | CUSIP 83417M104 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Marcel Gani | Mgmt | For | For | For | ||||
2 | Elect Tal Payne | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Repeal of Classified Board | Mgmt | For | For | For | ||||
7 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
8 | Amendment to Articles to Add Federal Forum Selection Clause | Mgmt | For | Against | Against | ||||
Sunrun Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
RUN | CUSIP 86771W105 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Leslie Dach | Mgmt | For | For | For | ||||
1.2 | Elect Edward Fenster | Mgmt | For | For | For | ||||
1.3 | Elect Mary G. Powell | Mgmt | For | For | For | ||||
2 | Ratification of Auditor | Mgmt | For | For | For | ||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
4 | Repeal of Classified Board | Mgmt | For | For | For | ||||
5 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||||
The Clorox Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
CLX | CUSIP 189054109 | 11/16/2022 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Amy L. Banse | Mgmt | For | For | For | ||||
2 | Elect Julia Denman | Mgmt | For | For | For | ||||
3 | Elect Spencer C. Fleischer | Mgmt | For | For | For | ||||
4 | Elect Esther S. Lee | Mgmt | For | For | For | ||||
5 | Elect A.D. David Mackay | Mgmt | For | For | For | ||||
6 | Elect Paul G. Parker | Mgmt | For | For | For | ||||
7 | Elect Stephanie Plaines | Mgmt | For | For | For | ||||
8 | Elect Linda Rendle | Mgmt | For | For | For | ||||
9 | Elect Matthew J. Shattock | Mgmt | For | For | For | ||||
10 | Elect Kathryn A. Tesija | Mgmt | For | For | For | ||||
11 | Elect Russell J. Weiner | Mgmt | For | For | For | ||||
12 | Elect Christopher J. Williams | Mgmt | For | For | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
The Simply Good Foods Company | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
SMPL | CUSIP 82900L102 | 01/19/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Clayton C. Daley, Jr. | Mgmt | For | For | For | ||||
2 | Elect Nomi P. Ghez | Mgmt | For | For | For | ||||
3 | Elect Michelle P. Goolsby | Mgmt | For | For | For | ||||
4 | Elect James M. Kilts | Mgmt | For | For | For | ||||
5 | Elect Robert G. Montgomery | Mgmt | For | For | For | ||||
6 | Elect Brian K. Ratzan | Mgmt | For | For | For | ||||
7 | Elect David W. Ritterbush | Mgmt | For | For | For | ||||
8 | Elect Joseph E. Scalzo | Mgmt | For | For | For | ||||
9 | Elect Joseph J. Schena | Mgmt | For | For | For | ||||
10 | Elect David J. West | Mgmt | For | For | For | ||||
11 | Elect James D. White | Mgmt | For | For | For | ||||
12 | Ratification of Auditor | Mgmt | For | For | For | ||||
13 | Approval of Exclusive Forum Provisions | Mgmt | For | Against | Against | ||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
Thermo Fisher Scientific Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TMO | CUSIP 883556102 | 05/24/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Marc N. Casper | Mgmt | For | For | For | ||||
2 | Elect Nelson J. Chai | Mgmt | For | For | For | ||||
3 | Elect Ruby R. Chandy | Mgmt | For | For | For | ||||
4 | Elect C. Martin Harris | Mgmt | For | For | For | ||||
5 | Elect Tyler Jacks | Mgmt | For | For | For | ||||
6 | Elect R. Alexandra Keith | Mgmt | For | For | For | ||||
7 | Elect James C. Mullen | Mgmt | For | For | For | ||||
8 | Elect Lars R. Sorensen | Mgmt | For | For | For | ||||
9 | Elect Debora L. Spar | Mgmt | For | For | For | ||||
10 | Elect Scott M. Sperling | Mgmt | For | For | For | ||||
11 | Elect Dion J. Weisler | Mgmt | For | For | For | ||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
14 | Ratification of Auditor | Mgmt | For | For | For | ||||
15 | Amendment to the 2013 Stock Incentive Plan | Mgmt | For | For | For | ||||
16 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | ||||
Trane Technologies plc | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TT | CUSIP G8994E103 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Kirk E. Arnold | Mgmt | For | For | For | ||||
2 | Elect Ann C. Berzin | Mgmt | For | For | For | ||||
3 | Elect April Miller Boise | Mgmt | For | For | For | ||||
4 | Elect Gary D. Forsee | Mgmt | For | For | For | ||||
5 | Elect Mark R. George | Mgmt | For | For | For | ||||
6 | Elect John A. Hayes | Mgmt | For | For | For | ||||
7 | Elect Linda P. Hudson | Mgmt | For | For | For | ||||
8 | Elect Myles P. Lee | Mgmt | For | For | For | ||||
9 | Elect David S. Regnery | Mgmt | For | For | For | ||||
10 | Elect Melissa N. Schaeffer | Mgmt | For | For | For | ||||
11 | Elect John P. Surma | Mgmt | For | For | For | ||||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
14 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||||
15 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||||
16 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||||
17 | Set the Price Range at which the Company can Re-Allot Treasury Shares | Mgmt | For | For | For | ||||
Trimble Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TRMB | CUSIP 896239100 | 06/01/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect James C. Dalton | Mgmt | For | For | For | ||||
1.2 | Elect Borje Ekholm | Mgmt | For | For | For | ||||
1.3 | Elect Ann Fandozzi | Mgmt | For | For | For | ||||
1.4 | Elect Kaigham Gabriel | Mgmt | For | For | For | ||||
1.5 | Elect Meaghan Lloyd | Mgmt | For | For | For | ||||
1.6 | Elect Sandra MacQuillan | Mgmt | For | Withhold | Against | ||||
1.7 | Elect Robert G. Painter | Mgmt | For | For | For | ||||
1.8 | Elect Mark S. Peek | Mgmt | For | For | For | ||||
1.9 | Elect Thomas W. Sweet | Mgmt | For | For | For | ||||
1.10 | Elect Johan Wibergh | Mgmt | For | For | For | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
4 | Ratification of Auditor | Mgmt | For | For | For | ||||
Tyler Technologies, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
TYL | CUSIP 902252105 | 05/11/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1.1 | Elect Glenn A. Carter | Mgmt | For | Withhold | Against | ||||
1.2 | Elect Brenda A. Cline | Mgmt | For | For | For | ||||
1.3 | Elect Ronnie D. Hawkins Jr. | Mgmt | For | For | For | ||||
1.4 | Elect Mary L. Landrieu | Mgmt | For | For | For | ||||
1.5 | Elect John S. Marr, Jr. | Mgmt | For | For | For | ||||
1.6 | Elect H. Lynn Moore, Jr. | Mgmt | For | For | For | ||||
1.7 | Elect Daniel M. Pope | Mgmt | For | For | For | ||||
1.8 | Elect Dustin R. Womble | Mgmt | For | Withhold | Against | ||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
3 | Ratification of Auditor | Mgmt | For | For | For | ||||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
Verisk Analytics, Inc. | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
VRSK | CUSIP 92345Y106 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Vincent K. Brooks | Mgmt | For | For | For | ||||
2 | Elect Jeffrey Dailey | Mgmt | For | For | For | ||||
3 | Elect Wendy E. Lane | Mgmt | For | For | For | ||||
4 | Elect Lee M. Shavel | Mgmt | For | For | For | ||||
5 | Elect Kimberly S. Stevenson | Mgmt | For | For | For | ||||
6 | Elect Olumide Soroye | Mgmt | For | For | For | ||||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
9 | Ratification of Auditor | Mgmt | For | For | For | ||||
Westinghouse Air Brake Technologies Corporation | |||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||||
WAB | CUSIP 929740108 | 05/17/2023 | Voted | ||||||
Meeting Type | |||||||||
Annual | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||||
1 | Elect Rafael Santana | Mgmt | For | For | For | ||||
2 | Elect Lee C. Banks | Mgmt | For | For | For | ||||
3 | Elect Byron S. Foster | Mgmt | For | For | For | ||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||||
6 | Ratification of Auditor | Mgmt | For | For | For | ||||
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.
Neuberger Berman Equity Funds
By: | /s/ Joseph V. Amato | |
Joseph V. Amato | ||
Chief Executive Officer and President | ||
Date: August 1, 2023