OMB APPROVAL
OMB Number: 3235-0582
Expires: April 30, 2009
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT
INVESTMENT COMPANY
Investment Company Act file number 811-3615
Mosaic Equity Trust
(Exact name of registrant as specified in charter)
550 Science Drive, Madison, WI 53711
(Address of principal executive offices) (Zip code)
W. Richard Mason, General Counsel
Madison/Mosaic Legal & Compliance Department
8777 N. Gainey Center Drive, Suite 220
Scottsdale, AZ 85258
(Name and address of agent for service)
Registrant’s telephone number, including area code: 800-368-3195
Date of fiscal year end: December 31
Date of reporting period: June 30, 2006
Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (ss 239.24 and 274.5 of this chapter), to file reports with the Commission, not later than August 31 of each year, containing the registrant’s proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking roles.
A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained in Form N-PX unless the Form displays a currently valid Office of Management and Budget (“OMB”) control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 450 Fifth Street, NW, Washington, DC 20549-0609. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. s 3507.
Item 1. Proxy Voting Record
Mid-Cap Fund
(a) Name of issuer | (b) Exchange Ticker symbol | (c) CUSIP | (d) Shareholder meeting date | (e) Identification of matter voted on | (f) Proposed by issuer? (Y = issuer; N = shareholder) | (g) Registrant Vote Cast (Y or N) | (h) How Voted (Y = For; N = Against; A = Abstain/Withhold) | (i) For or Against Management |
JOHN WILEY & SONS, INC. | JWA | 968223206 | 9/15/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
JOHN WILEY & SONS, INC. | JWA | 968223206 | 9/15/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | AMEND STOCK PURCHASE PLAN | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ARTICLES OF ASSOCIATION | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ELIMINATE PREEMPTIVE RIGHTS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ARTICLES OF ASSOCIATION | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | APPROVE RENUMERATION OF DIRECTORS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | APPROVE RENUMERATION OF DIRECTORS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | CHANGE STOCK EXCHANGE LISTING | Y | Y | N | Against |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | CHANGE STOCK EXCHANGE LISTING | Y | Y | N | Against |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | CHANGE STOCK EXCHANGE LISTING | Y | Y | N | Against |
CINTAS CORPORATION | CTAS | 172908105 | 10/18/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CINTAS CORPORATION | CTAS | 172908105 | 10/18/2005 | MISCELLANEOUS COMPENSATION PLANS | Y | Y | Y | For |
CINTAS CORPORATION | CTAS | 172908105 | 10/18/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
THE ESTEE LAUDER COMPANIES INC. | EL | 518439104 | 11/10/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
THE ESTEE LAUDER COMPANIES INC. | EL | 518439104 | 11/10/2005 | AMEND INCENTIVE STOCK OPTION PLAN | Y | Y | N | Against |
THE ESTEE LAUDER COMPANIES INC. | EL | 518439104 | 11/10/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
DEL MONTE FOODS COMPANY | DLM | 24522P103 | 9/29/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
DEL MONTE FOODS COMPANY | DLM | 24522P103 | 9/29/2005 | AMEND INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
INTUIT INC. | INTU | 461202103 | 12/16/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
INTUIT INC. | INTU | 461202103 | 12/16/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
INTUIT INC. | INTU | 461202103 | 12/16/2005 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | N | Against |
IDT CORPORATION | IDTC | 448947101 | 12/15/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
IDT CORPORATION | IDTC | 448947101 | 12/15/2005 | RATIFY APPOINTMENT OF INDEPEN | Y | Y | For | |
INTERNATIONAL GAME TECHNOLOGY | IGT | 459902102 | 3/7/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
INTERNATIONAL GAME TECHNOLOGY | IGT | 459902102 | 3/7/2006 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | N | Against |
INTERNATIONAL GAME TECHNOLOGY | IGT | 459902102 | 3/7/2006 | ADOPT STOCK PURCHASE PLAN | Y | Y | Y | For |
INTERNATIONAL GAME TECHNOLOGY | IGT | 459902102 | 3/7/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITOR | Y | Y | Y | For |
JACOBS ENGINEERING GROUP INC. | JEC | 469814107 | 1/26/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
JACOBS ENGINEERING GROUP INC. | JEC | 469814107 | 1/26/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
HEWITT ASSOCIATES, INC. | HEW | 42822Q100 | 2/1/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
HEWITT ASSOCIATES, INC. | HEW | 42822Q100 | 2/1/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
AUTOLIV, INC. | ALV | 52800109 | 5/4/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
AUTOLIV, INC. | ALV | 52800109 | 5/4/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CABELA'S INCORPORATED | CAB | 126804301 | 5/10/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CABELA'S INCORPORATED | CAB | 126804301 | 5/10/2006 | DECLASSIFY BOARD | Y | Y | Y | For |
CABELA'S INCORPORATED | CAB | 126804301 | 5/10/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
GANNETT CO., INC. | GCI | 364730101 | 4/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
GANNETT CO., INC. | GCI | 364730101 | 4/18/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
GANNETT CO., INC. | GCI | 364730101 | 4/18/2006 | AMEND OMNIBUS STOCK OPTION PLAN | Y | Y | Y | For |
GANNETT CO., INC. | GCI | 364730101 | 4/18/2006 | S/H PROPOSAL - DECLASSIFY BOARD | N | Y | N | For |
GANNETT CO., INC. | GCI | 364730101 | 4/18/2006 | S/H PROPOSAL - ESTABLISH INDEPENDENT CHAIRMAN | N | Y | N | For |
SYNOVUS FINANCIAL CORP. | SNV | 87161C105 | 4/27/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
SYNOVUS FINANCIAL CORP. | SNV | 87161C105 | 4/27/2006 | DECLASSIFY BOARD | Y | Y | Y | For |
SYNOVUS FINANCIAL CORP. | SNV | 87161C105 | 4/27/2006 | APPROVE CASH/STOCK BONUS PLAN | Y | Y | Y | For |
SYNOVUS FINANCIAL CORP. | SNV | 87161C105 | 4/27/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
SYNOVUS FINANCIAL CORP. | SNV | 87161C105 | 4/27/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
MERCURY GENERAL CORPORATION | MCY | 589400100 | 5/10/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CARMAX, INC. | KMX | 143130102 | 6/20/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CARMAX, INC. | KMX | 143130102 | 6/20/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CARMAX, INC. | KMX | 143130102 | 6/20/2006 | AMEND STOCK PURCHASE PLAN | Y | Y | Y | For |
THE E.W. SCRIPPS COMPANY | SSP | 811054204 | 5/4/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
WASTE MANAGEMENT, INC. | WMI | 94106L109 | 5/5/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
WASTE MANAGEMENT, INC. | WMI | 94106L109 | 5/5/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WASTE MANAGEMENT, INC. | WMI | 94106L109 | 5/5/2006 | ADOPT STOCK PURCHASE PLAN | Y | Y | Y | For |
WASTE MANAGEMENT, INC. | WMI | 94106L109 | 5/5/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
DOVER CORPORATION | DOV | 260003108 | 4/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
DOVER CORPORATION | DOV | 260003108 | 4/18/2006 | TRANSACT OTHER BUSINESS | Y | Y | Y | For |
LIZ CLAIBORNE INC | LIZ | 539320101 | 5/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
LIZ CLAIBORNE INC | LIZ | 539320101 | 5/18/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
LIZ CLAIBORNE INC | LIZ | 539320101 | 5/18/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
MARKEL CORPORATION | MKL | 570535104 | 5/22/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
WATERS CORPORATION | WAT | 941848103 | 5/11/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
WATERS CORPORATION | WAT | 941848103 | 5/11/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITOR | Y | Y | Y | For |
WATERS CORPORATION | WAT | 941848103 | 5/11/2006 | TRANSACT OTHER BUSINESS | Y | Y | Y | For |
CHARLES RIVER LABORATORIES INTL., IN | CRL | 159864107 | 5/9/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CHARLES RIVER LABORATORIES INTL., IN | CRL | 159864107 | 5/9/2006 | RATIFY APPOINTMENT OF IND AUDITORS | Y | Y | Y | For |
EXPEDITORS INT'L OF WASHINGTON, INC. | EXPD | 302130109 | 5/3/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
EXPEDITORS INT'L OF WASHINGTON, INC. | EXPD | 302130109 | 5/3/2006 | ADOPT STOCK OPTION PLAN | Y | Y | Y | For |
EXPEDITORS INT'L OF WASHINGTON, INC. | EXPD | 302130109 | 5/3/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
EXPEDITORS INT'L OF WASHINGTON, INC. | EXPD | 302130109 | 5/3/2006 | S/H - CREATE A NON-DISCRIMATORY SEXUAL ORIENTATION POLICY | N | Y | N | For |
WILLIS GROUP HOLDINGS LIMITED | WSH | G96655108 | 4/26/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
WILLIS GROUP HOLDINGS LIMITED | WSH | G96655108 | 4/26/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
FLIR SYSTEMS, INC. | FLIR | 302445101 | 4/26/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
ODYSSEY RE HOLDINGS CORP. | ORH | 67612W108 | 4/28/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
ODYSSEY RE HOLDINGS CORP. | ORH | 67612W108 | 4/28/2006 | AMEND CASH/STOCK BONUS PLAN | Y | Y | Y | For |
FOOT LOCKER, INC. | FL | 344849104 | 5/24/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
FOOT LOCKER, INC. | FL | 344849104 | 5/24/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
FOOT LOCKER, INC. | FL | 344849104 | 5/24/2006 | AMEND CASH/STOCK BONUS PLAN | Y | Y | Y | For |
FISERV, INC. | FISV | 337738108 | 5/24/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
FISERV, INC. | FISV | 337738108 | 5/24/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
FISERV, INC. | FISV | 337738108 | 5/24/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
TIFFANY & CO. | TIF | 886547108 | 5/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
TIFFANY & CO. | TIF | 886547108 | 5/18/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
TIFFANY & CO. | TIF | 886547108 | 5/18/2006 | AMEND INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
LABORATORY CORP. OF AMERICA HOLDINGS | LH | 50540R409 | 5/17/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
LABORATORY CORP. OF AMERICA HOLDINGS | LH | 50540R409 | 5/17/2006 | AMEND NON-EMPLOYEE DIRECTOR PLAN | Y | Y | Y | For |
LABORATORY CORP. OF AMERICA HOLDINGS | LH | 50540R409 | 5/17/2006 | RATIFY ELECTION OF INDEPENDENT AUDITOR | Y | Y | Y | For |
WHITE MOUNTAINS INSURANCE GROUP, LTD | WTM | G9618E107 | 5/25/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
WHITE MOUNTAINS INSURANCE GROUP, LTD | WTM | G9618E107 | 5/25/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MOHAWK INDUSTRIES, INC. | MHK | 608190104 | 5/17/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | APPROVE MERGER AGREEMENT | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | NEW CLASS OF STOCK | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | MISCELLANEOUS CORPORATE ACTIONS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | MISCELLANEOUS CORPORATE ACTIONS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | MISCELLANEOUS CORPORATE ACTIONS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
VALASSIS COMMUNICATIONS, INC. | VCI | 918866104 | 5/9/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
VALASSIS COMMUNICATIONS, INC. | VCI | 918866104 | 5/9/2006 | APPROVE CASH/STOCK BONUS PLAN | Y | Y | Y | For |
VALASSIS COMMUNICATIONS, INC. | VCI | 918866104 | 5/9/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
DISCOVERY HOLDING COMPANY | DISCA | 25468Y107 | 5/31/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
DISCOVERY HOLDING COMPANY | DISCA | 25468Y107 | 5/31/2006 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
DISCOVERY HOLDING COMPANY | DISCA | 25468Y107 | 5/31/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
Investors Fund
(a) Name of issuer | (b) Exchange Ticker symbol | (c) CUSIP | (d) Shareholder meeting date | (e) Identification of matter voted on | (f) Proposed by issuer? (Y = issuer; N = shareholder) | (g) Registrant Vote Cast (Y or N) | (h) How Voted (Y = For; N = Against; A = Abstain/Withhold) | (i) For or Against Management |
FEDERAL HOME LOAN MORTGAGE CORPORATION | FRE | 313400301 | 7/15/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
FEDERAL HOME LOAN MORTGAGE CORPORATION | FRE | 313400301 | 7/15/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | N | Against |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | S/H PROPOSAL - DECLASSIFY BOARD | N | Y | Y | Against |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | S/H PROPOSAL - INCREASE DISCLOSURE OF EXECUTIVE COMPENSATION | N | Y | Y | Against |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | S/H PROPOSAL - HUMAN RIGHTS RELATED | N | Y | N | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | AMEND STOCK PURCHASE PLAN | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ARTICLES OF ASSOCIATION | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ELIMINATE PREEMPTIVE RIGHTS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ARTICLES OF ASSOCIATION | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | APPROVE RENUMERATION OF DIRECTORS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | APPROVE RENUMERATION OF DIRECTORS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | CHANGE STOCK EXCHANGE LISTING | Y | Y | N | Against |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | CHANGE STOCK EXCHANGE LISTING | Y | Y | N | Against |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | CHANGE STOCK EXCHANGE LISTING | Y | Y | N | Against |
THE ESTEE LAUDER COMPANIES INC. | EL | 518439104 | 11/10/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
THE ESTEE LAUDER COMPANIES INC. | EL | 518439104 | 11/10/2005 | AMEND INCENTIVE STOCK OPTION PLAN | Y | Y | N | Against |
THE ESTEE LAUDER COMPANIES INC. | EL | 518439104 | 11/10/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MICROSOFT CORPORATION | MSFT | 594918104 | 11/9/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
MICROSOFT CORPORATION | MSFT | 594918104 | 11/9/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WALGREEN CO. | WAG | 931422109 | 1/11/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
WALGREEN CO. | WAG | 931422109 | 1/11/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WALGREEN CO. | WAG | 931422109 | 1/11/2006 | ADOPT STOCK OPTION PLAN | Y | Y | Y | For |
THE COCA-COLA COMPANY | KO | 191216100 | 1/13/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | S/H PROPOSAL - BOARD OF DIRECTORS | N | Y | N | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | S/H PROPOSAL - HUMAN RIGHTS RELATED | N | Y | N | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | APPOINT AUDITORS | Y | Y | Y | For |
HEALTH MANAGEMENT ASSOCIATES, INC. | HMA | 421933102 | 2/21/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
HEALTH MANAGEMENT ASSOCIATES, INC. | HMA | 421933102 | 2/21/2006 | ADOPT RESTRICTED STOCK AWARD PLAN | Y | Y | Y | For |
HEALTH MANAGEMENT ASSOCIATES, INC. | HMA | 421933102 | 2/21/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
TARGET CORPORATION | TGT | 87612E106 | 5/17/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
TARGET CORPORATION | TGT | 87612E106 | 5/17/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
TARGET CORPORATION | TGT | 87612E106 | 5/17/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | ELIMINATE SUPERMAJORITY REQUIREMENT TO ACT BY WRITTEN CONSENT | Y | Y | Y | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | S/H - REPORT ON CHARITABLE CONRIBUTIONS | N | Y | N | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | S/H PROPOSAL - REQUIRE MAJORITY OF DIRECTORS TO BE INDEPENDENT | N | Y | Y | Against |
UNITED PARCEL SERVICE, INC. | UPS | 911312106 | 5/4/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
UNITED PARCEL SERVICE, INC. | UPS | 911312106 | 5/4/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | ELECTION OF DIRECTORS - Howard J. Davies and Klaus Zumwinkel | Y | Y | A | Against |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | ELECTION OF DIRECTORS - All other nominees | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | DECLASSIFY BOARD | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | CLASSIFY BOARD | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | ELIMINATE SUPERMAJORITY REQUIREMENT TO ACT BY WRITTEN CONSENT | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | S/H PROPOSAL - DECLASSIFY BOARD | N | Y | Y | Against |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | S/H PROPOSAL - ELIMINATE SUPERMAJORITY VOTE | N | Y | Y | Against |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | Y | Against |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | APPROVE CHARTER AMENDMENT | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | APPROVE CHARTER AMENDMENT | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | APPROVE CHARTER AMENDMENT | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | N | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H - REPORT ON CHARITABLE CONRIBUTIONS | N | Y | N | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H - INDEXING OF STOCK OPTIONS | N | Y | Y | Against |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | N | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | ELECTION OF DIRECTORS - Enrique Hernandez, Jr., Cynthia H. Milligan, Philip J. Quigley, Donald B. Rice and Michael W. Wright | Y | Y | A | Against |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | ELECTION OF DIRECTORS - All other nominees | Y | Y | Y | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | S/H PROPOSAL - SEPARATE CHAIRMAN/CEO | N | Y | Y | Against |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | N | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | AMEND RESTRICTED STOCK AWARD PLAN | Y | Y | Y | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H - REPORT ON CHARITABLE CONRIBUTIONS | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H - INDEXING OF STOCK OPTIONS | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
MGIC INVESTMENT CORPORATION | MTG | 552848103 | 5/11/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
MGIC INVESTMENT CORPORATION | MTG | 552848103 | 5/11/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | APPROVE PREVIOUS BOARD'S ACTIONS | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | APPROVE APPROPRIATION OF DISPOSABLE PROFIT | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | AUTHORIZE DIRECTORS TO DECREASE SHARE CAPITAL | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | APPROVE ARTICLE AMENDMENTS | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
DOVER CORPORATION | DOV | 260003108 | 4/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
DOVER CORPORATION | DOV | 260003108 | 4/18/2006 | TRANSACT OTHER BUSINESS | Y | Y | Y | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - REPORT ON EEO | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - ESTABLISH INDEPENDENT CHAIRMAN | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - PUT GOLDEN PARACHUTE TO SHAREHOLDER VOTE | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670207 | 5/8/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
LIZ CLAIBORNE INC | LIZ | 539320101 | 5/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
LIZ CLAIBORNE INC | LIZ | 539320101 | 5/18/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
LIZ CLAIBORNE INC | LIZ | 539320101 | 5/18/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
MCDONALD'S CORPORATION | MCD | 580135101 | 5/25/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
MCDONALD'S CORPORATION | MCD | 580135101 | 5/25/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MCDONALD'S CORPORATION | MCD | 580135101 | 5/25/2006 | S/H PROPOSAL - PUT GOLDEN PARACHUTE TO SHAREHOLDER VOTE | N | Y | N | For |
MCDONALD'S CORPORATION | MCD | 580135101 | 5/25/2006 | S/H PROPOSAL - REPORT ON GENE EGINEERED PRODUCTS | N | Y | N | For |
CHARLES RIVER LABORATORIES INTL., IN | CRL | 159864107 | 5/9/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CHARLES RIVER LABORATORIES INTL., IN | CRL | 159864107 | 5/9/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
FIRST DATA CORPORATION | FDC | 319963104 | 5/10/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
FIRST DATA CORPORATION | FDC | 319963104 | 5/10/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
FIRST DATA CORPORATION | FDC | 319963104 | 5/10/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
FIRST DATA CORPORATION | FDC | 319963104 | 5/10/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
FIRST DATA CORPORATION | FDC | 319963104 | 5/10/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
HARLEY-DAVIDSON, INC. | HDI | 412822108 | 5/1/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
HARLEY-DAVIDSON, INC. | HDI | 412822108 | 5/1/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
FISERV, INC. | FISV | 337738108 | 5/24/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
FISERV, INC. | FISV | 337738108 | 5/24/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
FISERV, INC. | FISV | 337738108 | 5/24/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
STRYKER CORPORATION | SYK | 863667101 | 4/26/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
STRYKER CORPORATION | SYK | 863667101 | 4/26/2006 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
STRYKER CORPORATION | SYK | 863667101 | 4/26/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - ANIMAL RIGHTS | N | Y | N | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | N | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | N | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | APPROVE MERGER AGREEMENT | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | NEW CLASS OF STOCK | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | MISCELLANEOUS CORPORATE ACTIONS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | MISCELLANEOUS CORPORATE ACTIONS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | MISCELLANEOUS CORPORATE ACTIONS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
Balanced Fund
(a) Name of issuer | (b) Exchange Ticker symbol | (c) CUSIP | (d) Shareholder meeting date | (e) Identification of matter voted on | (f) Proposed by issuer? (Y = issuer; N = shareholder) | (g) Registrant Vote Cast (Y or N) | (h) How Voted (Y = For; N = Against; A = Abstain/Withhold) | (i) For or Against Management |
FEDERAL HOME LOAN MORTGAGE CORPORATION | FRE | 313400301 | 7/15/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
FEDERAL HOME LOAN MORTGAGE CORPORATION | FRE | 313400301 | 7/15/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | N | Against |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | S/H PROPOSAL - DECLASSIFY BOARD | N | Y | Y | Against |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | S/H PROPOSAL - INCREASE DISCLOSURE OF EXECUTIVE COMPENSATION | N | Y | Y | Against |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | S/H PROPOSAL - HUMAN RIGHTS RELATED | N | Y | N | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | AMEND STOCK PURCHASE PLAN | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ARTICLES OF ASSOCIATION | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ELIMINATE PREEMPTIVE RIGHTS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ARTICLES OF ASSOCIATION | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | APPROVE RENUMERATION OF DIRECTORS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | APPROVE RENUMERATION OF DIRECTORS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | CHANGE STOCK EXCHANGE LISTING | Y | Y | N | Against |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | CHANGE STOCK EXCHANGE LISTING | Y | Y | N | Against |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | CHANGE STOCK EXCHANGE LISTING | Y | Y | N | Against |
THE ESTEE LAUDER COMPANIES INC. | EL | 518439104 | 11/10/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
THE ESTEE LAUDER COMPANIES INC. | EL | 518439104 | 11/10/2005 | AMEND INCENTIVE STOCK OPTION PLAN | Y | Y | N | Against |
THE ESTEE LAUDER COMPANIES INC. | EL | 518439104 | 11/10/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MICROSOFT CORPORATION | MSFT | 594918104 | 11/9/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
MICROSOFT CORPORATION | MSFT | 594918104 | 11/9/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WALGREEN CO. | WAG | 931422109 | 1/11/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
WALGREEN CO. | WAG | 931422109 | 1/11/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WALGREEN CO. | WAG | 931422109 | 1/11/2006 | ADOPT STOCK OPTION PLAN | Y | Y | Y | For |
THE COCA-COLA COMPANY | KO | 191216100 | 1/13/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | S/H PROPOSAL - BOARD OF DIRECTORS | N | Y | N | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | S/H PROPOSAL - HUMAN RIGHTS RELATED | N | Y | N | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | APPOINT AUDITORS | Y | Y | Y | For |
HEALTH MANAGEMENT ASSOCIATES, INC. | HMA | 421933102 | 2/21/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
HEALTH MANAGEMENT ASSOCIATES, INC. | HMA | 421933102 | 2/21/2006 | ADOPT RESTRICTED STOCK AWARD PLAN | Y | Y | Y | For |
HEALTH MANAGEMENT ASSOCIATES, INC. | HMA | 421933102 | 2/21/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
TARGET CORPORATION | TGT | 87612E106 | 5/17/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
TARGET CORPORATION | TGT | 87612E106 | 5/17/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
TARGET CORPORATION | TGT | 87612E106 | 5/17/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | ELIMINATE SUPERMAJORITY REQUIREMENT TO ACT BY WRITTEN CONSENT | Y | Y | Y | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | S/H - REPORT ON CHARITABLE CONRIBUTIONS | N | Y | N | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | S/H PROPOSAL - REQUIRE MAJORITY OF DIRECTORS TO BE INDEPENDENT | N | Y | Y | Against |
UNITED PARCEL SERVICE, INC. | UPS | 911312106 | 5/4/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
UNITED PARCEL SERVICE, INC. | UPS | 911312106 | 5/4/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | ELECTION OF DIRECTORS - Howard J. Davies and Klaus Zumwinkel | Y | Y | A | Against |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | ELECTION OF DIRECTORS - All other nominees | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | DECLASSIFY BOARD | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | CLASSIFY BOARD | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | ELIMINATE SUPERMAJORITY REQUIREMENT TO ACT BY WRITTEN CONSENT | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | S/H PROPOSAL - DECLASSIFY BOARD | N | Y | Y | Against |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | S/H PROPOSAL - ELIMINATE SUPERMAJORITY VOTE | N | Y | Y | Against |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | Y | Against |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | APPROVE CHARTER AMENDMENT | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | APPROVE CHARTER AMENDMENT | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | APPROVE CHARTER AMENDMENT | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | N | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H - REPORT ON CHARITABLE CONRIBUTIONS | N | Y | N | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H - INDEXING OF STOCK OPTIONS | N | Y | Y | Against |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | N | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | ELECTION OF DIRECTORS - Enrique Hernandez, Jr., Cynthia H. Milligan, Philip J. Quigley, Donald B. Rice and Michael W. Wright | Y | Y | A | Against |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | ELECTION OF DIRECTORS - All other nominees | Y | Y | Y | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | S/H PROPOSAL - SEPARATE CHAIRMAN/CEO | N | Y | Y | Against |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | N | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | AMEND RESTRICTED STOCK AWARD PLAN | Y | Y | Y | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H - REPORT ON CHARITABLE CONRIBUTIONS | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H - INDEXING OF STOCK OPTIONS | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
MGIC INVESTMENT CORPORATION | MTG | 552848103 | 5/11/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
MGIC INVESTMENT CORPORATION | MTG | 552848103 | 5/11/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | APPROVE PREVIOUS BOARD'S ACTIONS | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | APPROVE APPROPRIATION OF DISPOSABLE PROFIT | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | AUTHORIZE DIRECTORS TO DECREASE SHARE CAPITAL | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | APPROVE ARTICLE AMENDMENTS | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
DOVER CORPORATION | DOV | 260003108 | 4/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
DOVER CORPORATION | DOV | 260003108 | 4/18/2006 | TRANSACT OTHER BUSINESS | Y | Y | Y | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - REPORT ON EEO | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - ESTABLISH INDEPENDENT CHAIRMAN | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - PUT GOLDEN PARACHUTE TO SHAREHOLDER VOTE | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670207 | 5/8/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
LIZ CLAIBORNE INC | LIZ | 539320101 | 5/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
LIZ CLAIBORNE INC | LIZ | 539320101 | 5/18/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
LIZ CLAIBORNE INC | LIZ | 539320101 | 5/18/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
MCDONALD'S CORPORATION | MCD | 580135101 | 5/25/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
MCDONALD'S CORPORATION | MCD | 580135101 | 5/25/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MCDONALD'S CORPORATION | MCD | 580135101 | 5/25/2006 | S/H PROPOSAL - PUT GOLDEN PARACHUTE TO SHAREHOLDER VOTE | N | Y | N | For |
MCDONALD'S CORPORATION | MCD | 580135101 | 5/25/2006 | S/H PROPOSAL - REPORT ON GENE EGINEERED PRODUCTS | N | Y | N | For |
CHARLES RIVER LABORATORIES INTL., IN | CRL | 159864107 | 5/9/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CHARLES RIVER LABORATORIES INTL., IN | CRL | 159864107 | 5/9/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
FIRST DATA CORPORATION | FDC | 319963104 | 5/10/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
FIRST DATA CORPORATION | FDC | 319963104 | 5/10/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
FIRST DATA CORPORATION | FDC | 319963104 | 5/10/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
FIRST DATA CORPORATION | FDC | 319963104 | 5/10/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
FIRST DATA CORPORATION | FDC | 319963104 | 5/10/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
HARLEY-DAVIDSON, INC. | HDI | 412822108 | 5/1/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
HARLEY-DAVIDSON, INC. | HDI | 412822108 | 5/1/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
FISERV, INC. | FISV | 337738108 | 5/24/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
FISERV, INC. | FISV | 337738108 | 5/24/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
FISERV, INC. | FISV | 337738108 | 5/24/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
STRYKER CORPORATION | SYK | 863667101 | 4/26/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
STRYKER CORPORATION | SYK | 863667101 | 4/26/2006 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
STRYKER CORPORATION | SYK | 863667101 | 4/26/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - ANIMAL RIGHTS | N | Y | N | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | N | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | N | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | APPROVE MERGER AGREEMENT | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | NEW CLASS OF STOCK | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | MISCELLANEOUS CORPORATE ACTIONS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | MISCELLANEOUS CORPORATE ACTIONS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | MISCELLANEOUS CORPORATE ACTIONS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
Foresight Fund
(a) Name of issuer | (b) Exchange Ticker symbol | (c) CUSIP | (d) Shareholder meeting date | (e) Identification of matter voted on | (f) Proposed by issuer? (Y = issuer; N = shareholder) | (g) Registrant Vote Cast (Y or N) | (h) How Voted (Y = For; N = Against; A = Abstain/Withhold) | (i) For or Against Management |
FEDERAL HOME LOAN MORTGAGE CORPORATI | FRE | 313400301 | 7/15/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
FEDERAL HOME LOAN MORTGAGE CORPORATI | FRE | 313400301 | 7/15/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | N | Against |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | S/H PROPOSAL - DECLASSIFY BOARD | N | Y | Y | Against |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | S/H PROPOSAL - INCREASE DISCLOSURE OF EXECUTIVE COMPENSATION | N | Y | Y | Against |
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 11/15/2005 | S/H PROPOSAL - HUMAN RIGHTS RELATED | N | Y | N | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | AMEND STOCK PURCHASE PLAN | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ARTICLES OF ASSOCIATION | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ELIMINATE PREEMPTIVE RIGHTS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | ARTICLES OF ASSOCIATION | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | APPROVE RENUMERATION OF DIRECTORS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | APPROVE RENUMERATION OF DIRECTORS | Y | Y | Y | For |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | CHANGE STOCK EXCHANGE LISTING | Y | Y | N | Against |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | CHANGE STOCK EXCHANGE LISTING | Y | Y | N | Against |
CHECK POINT SOFTWARE TECHNOLOGIES LT | CHKP | M22465104 | 9/27/2005 | CHANGE STOCK EXCHANGE LISTING | Y | Y | N | Against |
THE ESTEE LAUDER COMPANIES INC. | EL | 518439104 | 11/10/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
THE ESTEE LAUDER COMPANIES INC. | EL | 518439104 | 11/10/2005 | AMEND INCENTIVE STOCK OPTION PLAN | Y | Y | N | Against |
THE ESTEE LAUDER COMPANIES INC. | EL | 518439104 | 11/10/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MICROSOFT CORPORATION | MSFT | 594918104 | 11/9/2005 | ELECTION OF DIRECTORS | Y | Y | Y | For |
MICROSOFT CORPORATION | MSFT | 594918104 | 11/9/2005 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WALGREEN CO. | WAG | 931422109 | 1/11/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
WALGREEN CO. | WAG | 931422109 | 1/11/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WALGREEN CO. | WAG | 931422109 | 1/11/2006 | ADOPT STOCK OPTION PLAN | Y | Y | Y | For |
THE COCA-COLA COMPANY | KO | 191216100 | 1/13/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | S/H PROPOSAL - BOARD OF DIRECTORS | N | Y | N | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | S/H PROPOSAL - HUMAN RIGHTS RELATED | N | Y | N | For |
COSTCO WHOLESALE CORPORATION | COST | 22160K105 | 1/25/2006 | APPOINT AUDITORS | Y | Y | Y | For |
HEALTH MANAGEMENT ASSOCIATES, INC. | HMA | 421933102 | 2/21/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
HEALTH MANAGEMENT ASSOCIATES, INC. | HMA | 421933102 | 2/21/2006 | ADOPT RESTRICTED STOCK AWARD PLAN | Y | Y | Y | For |
HEALTH MANAGEMENT ASSOCIATES, INC. | HMA | 421933102 | 2/21/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
BEMIS COMPANY, INC. | BMS | 81437105 | 5/4/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
BEMIS COMPANY, INC. | BMS | 81437105 | 5/4/2006 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
BEMIS COMPANY, INC. | BMS | 81437105 | 5/4/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
TXU CORP. | TXU | 873168108 | 5/19/2006 | ELECTION OF DIRECTORS | Y | N | ||
TXU CORP. | TXU | 873168108 | 5/19/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | N | ||
TXU CORP. | TXU | 873168108 | 5/19/2006 | APPROVE CHARTER AMENDMENT | Y | N | ||
TXU CORP. | TXU | 873168108 | 5/19/2006 | APPROVE CHARTER AMENDMENT | Y | N | ||
TXU CORP. | TXU | 873168108 | 5/19/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | N | ||
TYCO INTERNATIONAL LTD. | TYC | 902124106 | 3/9/2006 | FIX NUMBER OF DIRECTORS | Y | Y | Y | For |
TYCO INTERNATIONAL LTD. | TYC | 902124106 | 3/9/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
TYCO INTERNATIONAL LTD. | TYC | 902124106 | 3/9/2006 | MISCELLANEOUS CORPORATE GOVERNANCE - GLOBAL | Y | Y | Y | For |
TYCO INTERNATIONAL LTD. | TYC | 902124106 | 3/9/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CAPITAL ONE FINANCIAL CORPORATION | COF | 14040H105 | 4/27/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CAPITAL ONE FINANCIAL CORPORATION | COF | 14040H105 | 4/27/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CAPITAL ONE FINANCIAL CORPORATION | COF | 14040H105 | 4/27/2006 | AMEND INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
CAPITAL ONE FINANCIAL CORPORATION | COF | 14040H105 | 4/27/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
TARGET CORPORATION | TGT | 87612E106 | 5/17/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
TARGET CORPORATION | TGT | 87612E106 | 5/17/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
TARGET CORPORATION | TGT | 87612E106 | 5/17/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
ECOLAB INC. | ECL | 278865100 | 5/12/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
ECOLAB INC. | ECL | 278865100 | 5/12/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | ELIMINATE SUPERMAJORITY REQUIREMENT TO ACT BY WRITTEN CONSENT | Y | Y | Y | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | S/H - REPORT ON CHARITABLE CONRIBUTIONS | N | Y | N | For |
JOHNSON & JOHNSON | JNJ | 478160104 | 4/27/2006 | S/H PROPOSAL - REQUIRE MAJORITY OF DIRECTORS TO BE INDEPENDENT | N | Y | Y | Against |
PFIZER INC. | PFE | 717081103 | 4/27/2006 | ELECTION OF DIRECTORS | Y | Y | - | Against |
PFIZER INC. | PFE | 717081103 | 4/27/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
PFIZER INC. | PFE | 717081103 | 4/27/2006 | APPROVE CHARTER AMENDMENT | Y | Y | Y | For |
PFIZER INC. | PFE | 717081103 | 4/27/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
PFIZER INC. | PFE | 717081103 | 4/27/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
PFIZER INC. | PFE | 717081103 | 4/27/2006 | S/H PROPOSAL - ADOPT CUMULATIVE VOTING | N | Y | N | For |
PFIZER INC. | PFE | 717081103 | 4/27/2006 | S/H PROPOSAL - SEPARATE CHAIRMAN/CEO | N | Y | N | For |
PFIZER INC. | PFE | 717081103 | 4/27/2006 | S/H - REPORT ON CHARITABLE CONRIBUTIONS | N | Y | N | For |
PFIZER INC. | PFE | 717081103 | 4/27/2006 | S/H PROPOSAL - ANIMAL RIGHTS | N | Y | N | For |
PFIZER INC. | PFE | 717081103 | 4/27/2006 | S/H PROPOSAL - ANIMAL RIGHTS | N | Y | N | For |
THE ALLSTATE CORPORATION | ALL | 20002101 | 5/16/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
THE ALLSTATE CORPORATION | ALL | 20002101 | 5/16/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
THE ALLSTATE CORPORATION | ALL | 20002101 | 5/16/2006 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
THE ALLSTATE CORPORATION | ALL | 20002101 | 5/16/2006 | APPROVE STOCK COMPENSATION PLAN | Y | Y | Y | For |
THE ALLSTATE CORPORATION | ALL | 20002101 | 5/16/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | N | For |
THE ALLSTATE CORPORATION | ALL | 20002101 | 5/16/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | N | For |
UNITED PARCEL SERVICE, INC. | UPS | 911312106 | 5/4/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
UNITED PARCEL SERVICE, INC. | UPS | 911312106 | 5/4/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | ELECTION OF DIRECTORS - Howard J. Davies and Klaus Zumwinkel | Y | Y | A | Against |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | ELECTION OF DIRECTORS - All other nominees | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | DECLASSIFY BOARD | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | CLASSIFY BOARD | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | ELIMINATE SUPERMAJORITY REQUIREMENT TO ACT BY WRITTEN CONSENT | Y | Y | Y | For |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | S/H PROPOSAL - DECLASSIFY BOARD | N | Y | Y | Against |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | S/H PROPOSAL - ELIMINATE SUPERMAJORITY VOTE | N | Y | Y | Against |
MORGAN STANLEY | MS | 617446448 | 4/4/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | Y | Against |
SYNOVUS FINANCIAL CORP. | SNV | 87161C105 | 4/27/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
SYNOVUS FINANCIAL CORP. | SNV | 87161C105 | 4/27/2006 | DECLASSIFY BOARD | Y | Y | Y | For |
SYNOVUS FINANCIAL CORP. | SNV | 87161C105 | 4/27/2006 | APPROVE CASH/STOCK BONUS PLAN | Y | Y | Y | For |
SYNOVUS FINANCIAL CORP. | SNV | 87161C105 | 4/27/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
SYNOVUS FINANCIAL CORP. | SNV | 87161C105 | 4/27/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | APPROVE CHARTER AMENDMENT | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | APPROVE CHARTER AMENDMENT | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | APPROVE CHARTER AMENDMENT | Y | Y | Y | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | N | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H - REPORT ON CHARITABLE CONRIBUTIONS | N | Y | N | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H - INDEXING OF STOCK OPTIONS | N | Y | Y | Against |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
CITIGROUP INC. | C | 172967101 | 4/18/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | N | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | ELECTION OF DIRECTORS - Enrique Hernandez, Jr., Cynthia H. Milligan, Philip J. Quigley, Donald B. Rice and Michael W. Wright | Y | Y | A | Against |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | ELECTION OF DIRECTORS - All other nominees | Y | Y | Y | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | S/H PROPOSAL - SEPARATE CHAIRMAN/CEO | N | Y | Y | Against |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | N | For |
WELLS FARGO & COMPANY | WFC | 949746101 | 4/25/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
THE BANK OF NEW YORK COMPANY, INC. | BK | 64057102 | 4/11/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
THE BANK OF NEW YORK COMPANY, INC. | BK | 64057102 | 4/11/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
THE BANK OF NEW YORK COMPANY, INC. | BK | 64057102 | 4/11/2006 | S/H PROPOSAL - ADOPT CUMULATIVE VOTING | N | Y | N | For |
THE BANK OF NEW YORK COMPANY, INC. | BK | 64057102 | 4/11/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
AMGEN INC. | AMGN | 31162100 | 5/10/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
AMGEN INC. | AMGN | 31162100 | 5/10/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
AMGEN INC. | AMGN | 31162100 | 5/10/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | N | For |
AMGEN INC. | AMGN | 31162100 | 5/10/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | N | For |
AMGEN INC. | AMGN | 31162100 | 5/10/2006 | S/H PROPOSAL - REDEEM POISON PILL | N | Y | N | For |
AMGEN INC. | AMGN | 31162100 | 5/10/2006 | S/H PROPOSAL - ANIMAL RIGHTS | N | Y | N | For |
AMGEN INC. | AMGN | 31162100 | 5/10/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
AMGEN INC. | AMGN | 31162100 | 5/10/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | Y | Y | Y | Against |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | AMEND RESTRICTED STOCK AWARD PLAN | Y | Y | Y | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H - REPORT ON CHARITABLE CONRIBUTIONS | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H - INDEXING OF STOCK OPTIONS | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
THE COCA-COLA COMPANY | KO | 191216100 | 4/19/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
U.S. BANCORP | USB | 902973304 | 4/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
U.S. BANCORP | USB | 902973304 | 4/18/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
U.S. BANCORP | USB | 902973304 | 4/18/2006 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
U.S. BANCORP | USB | 902973304 | 4/18/2006 | S/H PROPOSAL - ELIMINATE SUPERMAJORITY VOTE | N | Y | N | For |
U.S. BANCORP | USB | 902973304 | 4/18/2006 | S/H - REPORT ON EXECUTIVE COMPENSATION | N | Y | N | For |
COMERICA INCORPORATED | CMA | 200340107 | 5/16/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
COMERICA INCORPORATED | CMA | 200340107 | 5/16/2006 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
COMERICA INCORPORATED | CMA | 200340107 | 5/16/2006 | APPROVE CASH/STOCK BONUS PLAN | Y | Y | Y | For |
COMERICA INCORPORATED | CMA | 200340107 | 5/16/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
VALERO ENERGY CORPORATION | VLO | 91913Y100 | 4/27/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
VALERO ENERGY CORPORATION | VLO | 91913Y100 | 4/27/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
VERIZON COMMUNICATIONS INC. | VZ | 92343V104 | 5/4/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
VERIZON COMMUNICATIONS INC. | VZ | 92343V104 | 5/4/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
VERIZON COMMUNICATIONS INC. | VZ | 92343V104 | 5/4/2006 | S/H PROPOSAL - ADOPT CUMULATIVE VOTING | N | Y | N | For |
VERIZON COMMUNICATIONS INC. | VZ | 92343V104 | 5/4/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
VERIZON COMMUNICATIONS INC. | VZ | 92343V104 | 5/4/2006 | S/H PROPOSAL - BOARD COMPOSITION | N | Y | N | For |
VERIZON COMMUNICATIONS INC. | VZ | 92343V104 | 5/4/2006 | S/H PROPOSAL - BOARD COMPOSITION | N | Y | N | For |
VERIZON COMMUNICATIONS INC. | VZ | 92343V104 | 5/4/2006 | S/H PROPOSAL - SEPARATE CHAIRMAN/CEO | N | Y | N | For |
VERIZON COMMUNICATIONS INC. | VZ | 92343V104 | 5/4/2006 | S/H - INDEXING OF STOCK OPTIONS | N | Y | Y | Against |
VERIZON COMMUNICATIONS INC. | VZ | 92343V104 | 5/4/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
MGIC INVESTMENT CORPORATION | MTG | 552848103 | 5/11/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
MGIC INVESTMENT CORPORATION | MTG | 552848103 | 5/11/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | APPROVE PREVIOUS BOARD'S ACTIONS | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | APPROVE APPROPRIATION OF DISPOSABLE PROFIT | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | AUTHORIZE DIRECTORS TO DECREASE SHARE CAPITAL | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | APPROVE ARTICLE AMENDMENTS | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
NOVARTIS AG | NVS | 66987V109 | 2/28/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CHEVRON CORPORATION | CVX | 166764100 | 4/26/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CHEVRON CORPORATION | CVX | 166764100 | 4/26/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
CHEVRON CORPORATION | CVX | 166764100 | 4/26/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | N | For |
CHEVRON CORPORATION | CVX | 166764100 | 4/26/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
CHEVRON CORPORATION | CVX | 166764100 | 4/26/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
CHEVRON CORPORATION | CVX | 166764100 | 4/26/2006 | S/H PROPOSAL - ANIMAL RIGHTS | N | Y | N | For |
CHEVRON CORPORATION | CVX | 166764100 | 4/26/2006 | S/H PROPOSAL - HUMAN RIGHTS RELATED | N | Y | N | For |
CHEVRON CORPORATION | CVX | 166764100 | 4/26/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
DOVER CORPORATION | DOV | 260003108 | 4/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
DOVER CORPORATION | DOV | 260003108 | 4/18/2006 | TRANSACT OTHER BUSINESS | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | AMEND ARTICLES/BYLAW/CHARTER ORGANIZATION RELATED | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | AMEND ARTICLES/BYLAW/CHARTER ORGANIZATION RELATED | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
INTEL CORPORATION | INTC | 458140100 | 5/17/2006 | ADOPT STOCK PURCHASE PLAN | Y | Y | Y | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - REPORT ON EEO | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - ESTABLISH INDEPENDENT CHAIRMAN | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - PUT GOLDEN PARACHUTE TO SHAREHOLDER VOTE | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
THE HOME DEPOT, INC. | HD | 437076102 | 5/25/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
BERKSHIRE HATHAWAY INC. | BRKB | 84670207 | 5/8/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
LIZ CLAIBORNE INC | LIZ | 539320101 | 5/18/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
LIZ CLAIBORNE INC | LIZ | 539320101 | 5/18/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
LIZ CLAIBORNE INC | LIZ | 539320101 | 5/18/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
MARKEL CORPORATION | MKL | 570535104 | 5/22/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
MARKEL CORPORATION | MKL | 570535104 | 5/22/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MCDONALD'S CORPORATION | MCD | 580135101 | 5/25/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
MCDONALD'S CORPORATION | MCD | 580135101 | 5/25/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
MCDONALD'S CORPORATION | MCD | 580135101 | 5/25/2006 | S/H PROPOSAL - PUT GOLDEN PARACHUTE TO SHAREHOLDER VOTE | N | Y | N | For |
MCDONALD'S CORPORATION | MCD | 580135101 | 5/25/2006 | S/H PROPOSAL - REPORT ON GENE EGINEERED PRODUCTS | N | Y | N | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | S/H PROPOSAL - ADOPT CUMULATIVE VOTING | N | Y | N | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | N | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | S/H PROPOSAL - SEPARATE CHAIRMAN/CEO | N | Y | N | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | S/H - REPORT ON EXECUTIVE COMPENSATION | N | Y | N | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | S/H PROPOSAL - EXECUTIVE PAY TO SOCIAL CRITERIA | N | Y | N | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | S/H PROPOSAL - REPORT ON EEO | N | Y | N | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
EXXON MOBIL CORPORATION | XOM | 30231G102 | 5/31/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
INTERNATIONAL BUSINESS MACHINES CORP | IBM | 459200101 | 4/25/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
INTERNATIONAL BUSINESS MACHINES CORP | IBM | 459200101 | 4/25/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
INTERNATIONAL BUSINESS MACHINES CORP | IBM | 459200101 | 4/25/2006 | S/H PROPOSAL - ADOPT CUMULATIVE VOTING | N | Y | Y | Against |
INTERNATIONAL BUSINESS MACHINES CORP | IBM | 459200101 | 4/25/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | N | For |
INTERNATIONAL BUSINESS MACHINES CORP | IBM | 459200101 | 4/25/2006 | S/H - REPORT ON EXECUTIVE COMPENSATION | N | Y | N | For |
INTERNATIONAL BUSINESS MACHINES CORP | IBM | 459200101 | 4/25/2006 | S/H - REPORT ON EXECUTIVE COMPENSATION | N | Y | N | For |
INTERNATIONAL BUSINESS MACHINES CORP | IBM | 459200101 | 4/25/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
INTERNATIONAL BUSINESS MACHINES CORP | IBM | 459200101 | 4/25/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
INTERNATIONAL BUSINESS MACHINES CORP | IBM | 459200101 | 4/25/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
INTERNATIONAL BUSINESS MACHINES CORP | IBM | 459200101 | 4/25/2006 | S/H PROPOSAL - ELIMINATE SUPERMAJORITY VOTE | N | Y | Y | Against |
INTERNATIONAL BUSINESS MACHINES CORP | IBM | 459200101 | 4/25/2006 | S/H PROPOSAL - ELIMINATE SUPERMAJORITY VOTE | N | Y | N | For |
WATERS CORPORATION | WAT | 941848103 | 5/11/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
WATERS CORPORATION | WAT | 941848103 | 5/11/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WATERS CORPORATION | WAT | 941848103 | 5/11/2006 | TRANSACT OTHER BUSINESS | Y | Y | Y | For |
CHARLES RIVER LABORATORIES INTL., IN | CRL | 159864107 | 5/9/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
CHARLES RIVER LABORATORIES INTL., IN | CRL | 159864107 | 5/9/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
OCCIDENTAL PETROLEUM CORPORATION | OXY | 674599105 | 5/5/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
OCCIDENTAL PETROLEUM CORPORATION | OXY | 674599105 | 5/5/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
OCCIDENTAL PETROLEUM CORPORATION | OXY | 674599105 | 5/5/2006 | AUTHORIZE STOCK INCREASE | Y | Y | Y | For |
OCCIDENTAL PETROLEUM CORPORATION | OXY | 674599105 | 5/5/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | N | For |
OCCIDENTAL PETROLEUM CORPORATION | OXY | 674599105 | 5/5/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
OCCIDENTAL PETROLEUM CORPORATION | OXY | 674599105 | 5/5/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
FLIR SYSTEMS, INC. | FLIR | 302445101 | 4/26/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
FLIR SYSTEMS, INC. | FLIR | 302445101 | 4/26/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
TRANSOCEAN INC. | RIG | G90078109 | 5/11/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
TRANSOCEAN INC. | RIG | G90078109 | 5/11/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
HARLEY-DAVIDSON, INC. | HDI | 412822108 | 5/1/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
HARLEY-DAVIDSON, INC. | HDI | 412822108 | 5/1/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
FISERV, INC. | FISV | 337738108 | 5/24/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
FISERV, INC. | FISV | 337738108 | 5/24/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
FISERV, INC. | FISV | 337738108 | 5/24/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
GENERAL ELECTRIC COMPANY | GE | 369604103 | 4/26/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
GENERAL ELECTRIC COMPANY | GE | 369604103 | 4/26/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
GENERAL ELECTRIC COMPANY | GE | 369604103 | 4/26/2006 | S/H PROPOSAL - ADOPT CUMULATIVE VOTING | N | Y | N | For |
GENERAL ELECTRIC COMPANY | GE | 369604103 | 4/26/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
GENERAL ELECTRIC COMPANY | GE | 369604103 | 4/26/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | N | For |
GENERAL ELECTRIC COMPANY | GE | 369604103 | 4/26/2006 | S/H PROPOSAL - ESTABLISH INDEPENDENT CHAIRMAN | N | Y | N | For |
GENERAL ELECTRIC COMPANY | GE | 369604103 | 4/26/2006 | MISCELLANEOUS SHAREHOLDER PROPOSAL | N | Y | Y | Against |
GENERAL ELECTRIC COMPANY | GE | 369604103 | 4/26/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
STRYKER CORPORATION | SYK | 863667101 | 4/26/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
STRYKER CORPORATION | SYK | 863667101 | 4/26/2006 | ADOPT INCENTIVE STOCK OPTION PLAN | Y | Y | Y | For |
STRYKER CORPORATION | SYK | 863667101 | 4/26/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - ANIMAL RIGHTS | N | Y | N | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - POLITICAL/GOVERNMENT | N | Y | N | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - CORPORATE GOVERNANCE | N | Y | Y | Against |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | N | For |
WAL-MART STORES, INC. | WMT | 931142103 | 6/2/2006 | S/H PROPOSAL - EXECUTIVE COMPENSATION | N | Y | N | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | APPROVE MERGER AGREEMENT | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | NEW CLASS OF STOCK | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | MISCELLANEOUS CORPORATE ACTIONS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | MISCELLANEOUS CORPORATE ACTIONS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | MISCELLANEOUS CORPORATE ACTIONS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
LIBERTY MEDIA CORPORATION | L | 530718105 | 5/9/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
AMERICAN INTERNATIONAL GROUP, INC. | AIG | 26874107 | 5/17/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
AMERICAN INTERNATIONAL GROUP, INC. | AIG | 26874107 | 5/17/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
AMERICAN INTERNATIONAL GROUP, INC. | AIG | 26874107 | 5/17/2006 | APPROVE CASH/STOCK BONUS PLAN | Y | Y | Y | For |
MOBILE TELESYSTEMS OJSC | MBT | 607409109 | 6/14/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | N | ||
MOBILE TELESYSTEMS OJSC | MBT | 607409109 | 6/14/2006 | APPROVE DISCHARGE OF BOARD AND PRESIDENT | Y | N | ||
MOBILE TELESYSTEMS OJSC | MBT | 607409109 | 6/14/2006 | MISCELLANEOUS CORPORATE GOVERNANCE | Y | N |
Madison Institutional Equity Option Fund
(Note that the inception of operations for this series was March 31, 2006)
(a) Name of issuer | (b) Exchange Ticker symbol | (c) CUSIP | (d) Shareholder meeting date | (e) Identification of matter voted on | (f) Proposed by issuer? (Y = issuer; N = shareholder) | (g) Registrant Vote Cast (Y or N) | (h) How Voted (Y = For; N = Against; A = Abstain/Withhold) | (i) For or Against Management |
AMERICAN EAGLE OUTFITTERS | AEOS | 02553E106 | 6/13/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
BED BATH & BEYOND INC. | BBBY | 75896100 | 6/29/2006 | ELECTION OF DIRECTORS | Y | Y | Y | For |
BED BATH & BEYOND INC. | BBBY | 75896100 | 6/29/2006 | RATIFY APPOINTMENT OF INDEPENDENT AUDITORS | Y | Y | Y | For |
BED BATH & BEYOND INC. | BBBY | 75896100 | 6/29/2006 | S/H PROPOSAL - ADD WOMEN & MINORITIES TO BOARD | N | Y | N | For |
BED BATH & BEYOND INC. | BBBY | 75896100 | 6/29/2006 | S/H PROPOSAL - HUMAN RIGHTS RELATED | N | Y | N | For |
BED BATH & BEYOND INC. | BBBY | 75896100 | 6/29/2006 | S/H PROPOSAL - ENVIRONMENTAL | N | Y | N | For |
BED BATH & BEYOND INC. | BBBY | 75896100 | 6/29/2006 | DECLASSIFY BOARD | Y | Y | Y | 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.
Mosaic Equity Trust
By (Signature)
W. Richard Mason, Secretary and General Counsel
Date August 11, 2006