As filed with the Securities and Exchange Commission on August 27, 2021
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: 811-04255
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST
(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 Advisers Management Trust
c/o Neuberger Berman Investment Advisers LLC
1290 Avenue of the Americas
New York, New York 10104-0002
Arthur C. Delibert, 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: December 31
Date of reporting period: July 1, 2020 to June 30, 2021
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 Advisers Management Trust | ||||||||||
Fund Name : International Equity Portfolio | ||||||||||
7/1/2020 - 6/30/2021 | ||||||||||
Adidas AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ADS | CINS D0066B185 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Germany | |||||||||
Issue 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 Profits/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 Jackie Joyner-Kersee as Supervisory Board Member | Mgmt | For | For | For | |||||
12 | Management Board Remuneration Policy | Mgmt | For | For | For | |||||
13 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | |||||
14 | Amendments to Articles | Mgmt | For | For | For | |||||
15 | Increase in Authorised Capital (Authorised Capital 2021/I) | Mgmt | For | For | For | |||||
16 | Increase in Authorised Capital (Authorised Capital III) | Mgmt | For | For | For | |||||
17 | Cancellation of Authorised Capital | Mgmt | For | For | For | |||||
18 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||||
19 | Authority to Repurchase Shares Using Equity Derivatives | Mgmt | For | For | For | |||||
20 | Appointment of Auditor | Mgmt | For | For | For | |||||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Adidas AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ADS | CINS D0066B185 | 08/11/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Germany | |||||||||
Issue 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 | Allocation of Profits | Mgmt | For | For | For | |||||
8 | Ratification of Management Board Acts | Mgmt | For | Against | Against | |||||
9 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||||
10 | Amendments to Articles Regarding Virtual AGM Participation | Mgmt | For | For | For | |||||
11 | Elect Christian Klein as Supervisory Board Member | Mgmt | For | For | For | |||||
12 | Appointment of Auditor | Mgmt | For | For | For | |||||
Aercap Holdings N.V. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
AER | CUSIP N00985106 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Ratification Of Supervisory Board Acts | Mgmt | For | For | For | |||||
3 | Merger/Acquisition | Mgmt | For | For | For | |||||
4 | Elect Aengus Kelly | Mgmt | For | For | For | |||||
5 | Elect Paul Dacier | Mgmt | For | For | For | |||||
6 | Elect Michael G. Walsh | Mgmt | For | For | For | |||||
7 | Elect James A. Lawrence | Mgmt | For | For | For | |||||
8 | Elect Jennifer VanBelle | Mgmt | For | For | For | |||||
9 | Equity Incentive Plan | Mgmt | For | For | For | |||||
10 | Designation of CFO as Person Temporarily Responsible for Management | Mgmt | For | For | For | |||||
11 | Appointment of Auditor | Mgmt | For | For | For | |||||
12 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||||
13 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | |||||
14 | Authority to Issue Shares w/ Preemptive Rights in Connection with Mergers and Acquisitions | Mgmt | For | For | For | |||||
15 | Authority to Suppress Preemptive Rights in Connection with Mergers and Acquisitions | Mgmt | For | For | For | |||||
16 | Authority to Issue Shares w/ Preemptive Rights in Connection with the Transaction | Mgmt | For | For | For | |||||
17 | Authority to Suppress Preemptive Rights in Connection with the Transaction | Mgmt | For | For | For | |||||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
19 | Additional Authority to Repurchase Shares | Mgmt | For | For | For | |||||
20 | Reduction of Capital through Cancellation of Shares | Mgmt | For | For | For | |||||
21 | Bundled Amendments | Mgmt | For | For | For | |||||
AIA Group Limited | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
1299 | CINS Y002A1105 | 05/20/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Hong Kong | |||||||||
Issue 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 LEE Yuan Siong | Mgmt | For | For | For | |||||
6 | Elect CHOW Chung Kong | Mgmt | For | For | For | |||||
7 | Elect John B. Harrison | Mgmt | For | For | For | |||||
8 | Elect Lawrence LAU Juen-Yee | Mgmt | For | For | For | |||||
9 | Elect Cesar V. Purisima | 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 | |||||
Air Liquide S.A. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
AI | CINS F01764103 | 05/04/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Mix | France | |||||||||
Issue 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 Xavier Huillard | Mgmt | For | For | For | |||||
11 | Elect Pierre Breber | Mgmt | For | For | For | |||||
12 | Elect Aiman Ezzat | Mgmt | For | For | For | |||||
13 | Elect Bertrand Dumazy | Mgmt | For | For | For | |||||
14 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||||
15 | 2020 Remuneration of Benoit Potier, Chair and CEO | Mgmt | For | For | For | |||||
16 | 2020 Remuneration Report | Mgmt | For | For | For | |||||
17 | 2021 Remuneration Policy (Corporate Officers) | Mgmt | For | For | For | |||||
18 | 2021 Remuneration Policy (Board) | Mgmt | For | For | For | |||||
19 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||||
20 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||||
21 | Greenshoe | 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 | |||||
Alibaba Group Holding Limited | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BABA | CINS G01719114 | 09/30/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Cayman Islands | |||||||||
Issue 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 By-Laws to Allow for Virtual Meetings | Mgmt | For | For | For | |||||
3 | Elect Maggie Wei WU | Mgmt | For | Against | Against | |||||
4 | Elect Kabir MISRA | Mgmt | For | For | For | |||||
5 | Elect Walter Teh Ming KWAUK | Mgmt | For | For | For | |||||
6 | Appointment of Auditor | Mgmt | For | For | For | |||||
Alimentation Couche-Tard Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ATD.A | CUSIP 01626P304 | 09/16/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Canada | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||||
2.1 | Elect Alain Bouchard | Mgmt | For | For | For | |||||
2.2 | Elect Melanie Kau | Mgmt | For | For | For | |||||
2.3 | Elect Jean Bernier | Mgmt | For | For | For | |||||
2.4 | Elect Eric Boyko | Mgmt | For | For | For | |||||
2.5 | Elect Jacques D'Amours | Mgmt | For | For | For | |||||
2.6 | Elect Janice L. Fields | Mgmt | For | For | For | |||||
2.7 | Elect Richard Fortin | Mgmt | For | For | For | |||||
2.8 | Elect Brian Hannasch | Mgmt | For | For | For | |||||
2.9 | Elect Marie Josee Lamothe | Mgmt | For | For | For | |||||
2.10 | Elect Monique F. Leroux | Mgmt | For | For | For | |||||
2.11 | Elect Real Plourde | Mgmt | For | For | For | |||||
2.12 | Elect Daniel Rabinowicz | Mgmt | For | For | For | |||||
2.13 | Elect Louis Tetu | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
4 | Shareholder Proposal Regarding Linking Compensation to ESG Criteria | ShrHoldr | Against | Against | For | |||||
5 | Shareholder Proposal Regarding Disclosure of Board Independence Qualifications | ShrHoldr | Against | Against | For | |||||
6 | Shareholder Proposal Regarding Living Wage | ShrHoldr | Against | Against | For | |||||
Aon plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
AON | CUSIP G0408V102 | 06/02/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Jin-Yong Cai | 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 J. Michael Losh | Mgmt | For | For | For | |||||
8 | Elect Richard B. Myers | Mgmt | For | For | For | |||||
9 | Elect Richard C. Notebaert | Mgmt | For | For | For | |||||
10 | Elect Gloria Santona | 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 | Ratification of Auditor | Mgmt | For | For | For | |||||
15 | Appointment of Auditor | Mgmt | For | For | For | |||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||||
17 | Amendment to Articles of Association to Authorize the Board to Capitalize any Profits Available for Distribution | Mgmt | For | For | For | |||||
18 | Capitalization of Merger Reserve and Unrealized Revaluation Reserve | Mgmt | For | For | For | |||||
19 | Reduction in Share Premium Account | Mgmt | For | For | For | |||||
Aon plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
AON | CUSIP G0408V102 | 08/26/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Stock Issuance for Merger with Willis Towers Watson | Mgmt | For | For | For | |||||
2 | Right to Adjourn Meeting | Mgmt | For | For | For | |||||
Arkema | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
AKE | CINS F0392W125 | 05/20/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Mix | France | |||||||||
Issue 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 Thierry Pilenko | Mgmt | For | For | For | |||||
11 | Elect Sebastien Moynot | Mgmt | For | For | For | |||||
12 | Elect Ilse Henne | Mgmt | For | For | For | |||||
13 | 2021 Remuneration Policy (Board) | Mgmt | For | For | For | |||||
14 | 2021 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | |||||
15 | 2020 Remuneration Report | Mgmt | For | For | For | |||||
16 | 2020 Remuneration of Thierry Le Henaff, Chair and CEO | Mgmt | For | For | For | |||||
17 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||||
18 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||||
19 | Amendments to Articles Regarding Employee Shareholder Representatives And Shareholder Representation | Mgmt | For | For | For | |||||
20 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||||
ASML Holding N.V. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ASML | CINS N07059202 | 04/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Netherlands | |||||||||
Issue 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 | Against | Against | |||||
7 | Accounts and Reports | Mgmt | For | For | For | |||||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||||
10 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
11 | Ratification of Management Board Acts | Mgmt | For | For | For | |||||
12 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||||
13 | Long-Term Incentive Plan; Authority to Issue Shares | Mgmt | For | For | For | |||||
14 | Management Board Remuneration Policy | Mgmt | For | For | For | |||||
15 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | |||||
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 | Elect Birgit Conix to the Supervisory Board | Mgmt | For | For | For | |||||
19 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
20 | Appointment of Auditor | Mgmt | For | For | For | |||||
21 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
22 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||||
23 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | |||||
24 | Authority to Issue Shares w/ Preemptive Rights in Connection with Mergers and Acquisitions | Mgmt | For | For | For | |||||
25 | Authority to Suppress Preemptive Rights in Connection with Mergers and Acquisitions | Mgmt | For | For | For | |||||
26 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
27 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
28 | Authority to Repurchase Additional Shares | Mgmt | For | For | For | |||||
29 | Authority to Cancel Repurchased Shares | Mgmt | For | For | For | |||||
30 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
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 | |||||
33 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
34 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Assa Abloy AB | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ASSAB | CINS W0817X204 | 04/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Sweden | |||||||||
Issue 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 Lars Renstrom | Mgmt | For | For | For | |||||
14 | Ratification of Carl Douglas | Mgmt | For | For | For | |||||
15 | Ratification of Eva Karlsson | Mgmt | For | For | For | |||||
16 | Ratification of Birgitta Klasen | Mgmt | For | For | For | |||||
17 | Ratification of Lena Olving | Mgmt | For | For | For | |||||
18 | Ratification of Sofia Schorling Hogberg | Mgmt | For | For | For | |||||
19 | Ratification of Jan Svensson | Mgmt | For | For | For | |||||
20 | Ratification of Joakim Weidemanis | Mgmt | For | For | For | |||||
21 | Ratification of Rune Hjalm | Mgmt | For | For | For | |||||
22 | Ratification of Mats Persson | Mgmt | For | For | For | |||||
23 | Ratification of Bjarne Johansson | Mgmt | For | For | For | |||||
24 | Ratification of Nadja Wikstrom | Mgmt | For | For | For | |||||
25 | Ratification of Nico Delvaux (CEO) | Mgmt | For | For | For | |||||
26 | Board Size | Mgmt | For | For | For | |||||
27 | Directors' Fees | Mgmt | For | For | For | |||||
28 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||||
29 | Election of Directors | Mgmt | For | For | For | |||||
30 | Appointment of Auditor | Mgmt | For | For | For | |||||
31 | Remuneration Report | Mgmt | For | For | For | |||||
32 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||||
33 | Adoption of Share-Based Incentives (LTI 2021) | 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 | |||||
Assa Abloy AB | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ASSAB | CINS W0817X204 | 11/24/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | Sweden | |||||||||
Issue 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 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||||
12 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
Autoliv, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ALV | CUSIP 052800109 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Mikael Bratt | Mgmt | For | For | For | |||||
1.2 | Elect Laurie Brlas | Mgmt | For | For | For | |||||
1.3 | Elect Jan Carlson | Mgmt | For | For | For | |||||
1.4 | Elect Hasse Johansson | Mgmt | For | For | For | |||||
1.5 | Elect Leif Johansson | Mgmt | For | For | For | |||||
1.6 | Elect Franz-Josef Kortum | Mgmt | For | For | For | |||||
1.7 | Elect Frederic B. Lissalde | Mgmt | For | For | For | |||||
1.8 | Elect Min Liu | Mgmt | For | For | For | |||||
1.9 | Elect Xiaozhi Liu | Mgmt | For | For | For | |||||
1.10 | Elect Martin Lundstedt | Mgmt | For | For | For | |||||
1.11 | Elect Thaddeus J. Senko | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
Barratt Developments plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BDEV | CINS G08288105 | 10/14/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
3 | Remuneration Policy (Binding) | Mgmt | For | For | For | |||||
4 | Elect John M. Allan | Mgmt | For | For | For | |||||
5 | Elect David F. Thomas | Mgmt | For | For | For | |||||
6 | Elect Steven J. Boyes | Mgmt | For | For | For | |||||
7 | Elect Jessica White | Mgmt | For | For | For | |||||
8 | Elect Richard Akers | Mgmt | For | For | For | |||||
9 | Elect Nina Bibby | Mgmt | For | For | For | |||||
10 | Elect Jock F. Lennox | Mgmt | For | For | For | |||||
11 | Elect Sharon White | 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 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 | |||||
19 | Adoption of Amended Articles of Association | Mgmt | For | For | For | |||||
Bawag Group AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BG | CINS A0997C107 | 03/03/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | Austria | |||||||||
Issue 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 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||||
Bawag Group AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BG | CINS A0997C107 | 10/30/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Austria | |||||||||
Issue 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 Profits | 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 | Amendments to Articles | Mgmt | For | For | For | |||||
9 | Management Board Remuneration Policy | Mgmt | For | Against | Against | |||||
10 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | |||||
11 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||||
12 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Biffa Plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BIFF | CINS G1R62B102 | 07/16/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Policy (Binding) | Mgmt | For | For | For | |||||
3 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
4 | Elect Michael Averill | Mgmt | For | For | For | |||||
5 | Elect Gab Barbaro | Mgmt | For | For | For | |||||
6 | Elect Carol Chesney | Mgmt | For | For | For | |||||
7 | Elect Ken Lever | Mgmt | For | For | For | |||||
8 | Elect David Martin | Mgmt | For | For | For | |||||
9 | Elect Richard N. 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 | |||||
Brenntag SE | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BNR | CINS D12459117 | 06/10/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Germany | |||||||||
Issue 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 Profits/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 | Management Board Remuneration Policy | Mgmt | For | For | For | |||||
13 | Supervisory Board Members' Fees | Mgmt | For | For | For | |||||
14 | Supervisory Board Remuneration Policy | 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 | |||||
Bridgestone Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
5108 | CINS J04578126 | 03/26/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 Shuichi Ishibashi | Mgmt | For | For | For | |||||
5 | Elect Masahiro Higashi | Mgmt | For | For | For | |||||
6 | Elect Scott T. Davis | Mgmt | For | For | For | |||||
7 | Elect Yuri Okina | Mgmt | For | For | For | |||||
8 | Elect Kenichi Masuda | Mgmt | For | For | For | |||||
9 | Elect Kenzo Yamamoto | Mgmt | For | For | For | |||||
10 | Elect Keiko Terui | Mgmt | For | For | For | |||||
11 | Elect Seiichi Sasa | Mgmt | For | For | For | |||||
12 | Elect Yojiro Shiba | Mgmt | For | For | For | |||||
13 | Elect Yoko Suzuki | Mgmt | For | For | For | |||||
14 | Elect Hideo Hara | Mgmt | For | For | For | |||||
15 | Elect Tsuyoshi Yoshimi | Mgmt | For | For | For | |||||
Bunzl plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BNZL | CINS G16968110 | 04/21/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
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 Ronald Nanninga | Mgmt | For | For | For | |||||
9 | Elect Vin Murria | Mgmt | For | For | For | |||||
10 | Elect Maria Fernanda Mejia Campuzano | Mgmt | For | For | For | |||||
11 | Appointment of Auditor | Mgmt | For | For | For | |||||
12 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||||
13 | Remuneration Policy (Binding) | Mgmt | For | For | For | |||||
14 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
15 | Adoption of Restricted Stock Plan | Mgmt | For | For | For | |||||
16 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
17 | Savings-Related Share Option Scheme | 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 | |||||
23 | Adoption of New Articles | Mgmt | For | For | For | |||||
Check Point Software Technologies | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CHKP | CUSIP M22465104 | 08/03/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Gil Shwed | Mgmt | For | For | For | |||||
2 | Elect Jerry Ungerman | Mgmt | For | For | For | |||||
3 | Elect Dan Propper | Mgmt | For | For | For | |||||
4 | Elect Tal Shavit | Mgmt | For | For | For | |||||
5 | Elect Eyal Waldman | Mgmt | For | For | For | |||||
6 | Elect Shai Weiss | Mgmt | For | For | For | |||||
7 | Elect Irwin Federman | Mgmt | For | For | For | |||||
8 | Elect Ray Rothrock | Mgmt | For | For | For | |||||
9 | Ratification of Auditor | Mgmt | For | For | For | |||||
10 | Option Grant of CEO | Mgmt | For | For | For | |||||
11 | Directors' Fees | Mgmt | For | For | For | |||||
12 | Confirmation of Controlling Shareholder | Mgmt | N/A | For | N/A | |||||
13 | Confirmation of Controlling Shareholder | Mgmt | N/A | For | N/A | |||||
Clinigen Group Plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CLIN | CINS G2R22L107 | 11/26/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
3 | Final Dividend | Mgmt | For | For | For | |||||
4 | Elect Peter V. Allen | Mgmt | For | For | For | |||||
5 | Elect Ian J. Nicholson | Mgmt | For | For | For | |||||
6 | Elect Anne Hyland | Mgmt | For | For | For | |||||
7 | Elect Alan K. Boyd | Mgmt | For | Against | Against | |||||
8 | Elect Shaun Chilton | Mgmt | For | For | For | |||||
9 | Elect Nick Keher | Mgmt | For | For | For | |||||
10 | Appointment of Auditor | Mgmt | For | For | For | |||||
11 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||||
12 | Authorisation of Political Donations | 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 | |||||
CRH Plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CRH | CINS G25508105 | 02/09/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | Ireland | |||||||||
Issue 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 Migration of Electronic Settlement | Mgmt | For | For | For | |||||
3 | Adoption of New Articles (Migration) | Mgmt | For | For | For | |||||
4 | Authority to Implement the Migration | Mgmt | For | For | For | |||||
5 | Cancellation of Income Shares (Simplification) | Mgmt | For | For | For | |||||
6 | Reduction in Authorized Capital (Simplification) | Mgmt | For | For | For | |||||
7 | Amendments to Articles (Simplification) | Mgmt | For | For | For | |||||
CRH Plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CRH | CINS G25508105 | 04/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Ireland | |||||||||
Issue 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 | Final Dividend | Mgmt | For | For | For | |||||
6 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
7 | Elect Richard Boucher | Mgmt | For | For | For | |||||
8 | Elect Caroline Dowling | Mgmt | For | For | For | |||||
9 | Elect Richard H. Fearon | Mgmt | For | For | For | |||||
10 | Elect Johan Karlstrom | Mgmt | For | For | For | |||||
11 | Elect Shaun Kelly | Mgmt | For | For | For | |||||
12 | Elect Lamar McKay | Mgmt | For | For | For | |||||
13 | Elect Albert Manifold | 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 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||||
18 | Appointment of Auditor | 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 Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||||
24 | Scrip Dividend | Mgmt | For | For | For | |||||
25 | Savings-related Share Options Scheme | Mgmt | For | For | For | |||||
26 | Reduction in Share Premium Account | Mgmt | For | For | For | |||||
DAIKIN INDUSTRIES, LTD. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
6367 | CINS J10038115 | 06/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 Noriyuki Inoue | Mgmt | For | Against | Against | |||||
4 | Elect Masanori Togawa | Mgmt | For | Against | Against | |||||
5 | Elect Tatsuo Kawada | Mgmt | For | Against | Against | |||||
6 | Elect Akiji Makino | Mgmt | For | For | For | |||||
7 | Elect Shingo Torii | Mgmt | For | For | For | |||||
8 | Elect Yuko Arai | Mgmt | For | For | For | |||||
9 | Elect Ken Tayano | Mgmt | For | For | For | |||||
10 | Elect Masatsugu Minaka | Mgmt | For | For | For | |||||
11 | Elect Takashi Matsuzaki | Mgmt | For | For | For | |||||
12 | Elect Kanwal Jeet Jawa | Mgmt | For | For | For | |||||
13 | Elect Yoshihiro Mineno | Mgmt | For | For | For | |||||
14 | Elect Ryu Yano as Statutory Auditor | Mgmt | For | Against | Against | |||||
15 | Elect Ichiro Ono as Alternate Statutory Auditor | Mgmt | For | For | For | |||||
16 | Amendment to the Equity Compensation Plan | Mgmt | For | For | For | |||||
DBS Group Holdings Ltd | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
D05 | CINS Y20246107 | 03/30/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Singapore | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||||
2 | Directors' Fees | Mgmt | For | For | For | |||||
3 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||||
4 | Elect Piyush Gupta | Mgmt | For | For | For | |||||
5 | Elect Punita Lal | Mgmt | For | For | For | |||||
6 | Elect Anthony LIM Weng Kin | Mgmt | For | For | For | |||||
7 | Authority to Issues Share under The California Sub-Plan | Mgmt | For | For | For | |||||
8 | Authority To Grant Awards And Issue Shares Under The Dbsh Share Plan | Mgmt | For | For | For | |||||
9 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | |||||
10 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||||
11 | Authority To Issue Shares Pursuant To The Dbsh Scrip Dividend Scheme | Mgmt | For | For | For | |||||
12 | Election of Presiding Chair; Minutes | Mgmt | For | For | For | |||||
DCC Plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
DCC | CINS G2689P101 | 02/04/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | Ireland | |||||||||
Issue 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 Migration of Electronic Settlement | Mgmt | For | For | For | |||||
3 | Adoption of New Articles (Migration) | Mgmt | For | For | For | |||||
4 | Authority to Implement the Migration | Mgmt | For | For | For | |||||
DCC Plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
DCC | CINS G2689P101 | 07/17/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Ireland | |||||||||
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 (Advisory) | Mgmt | For | For | For | |||||
4 | Remuneration Policy (Advisory) | Mgmt | For | For | For | |||||
5 | Elect Mark Breuer | Mgmt | For | For | For | |||||
6 | Elect Caroline Dowling | Mgmt | For | For | For | |||||
7 | Elect Tufan Erginbilgic | Mgmt | For | For | For | |||||
8 | Elect David C. Jukes | Mgmt | For | For | For | |||||
9 | Elect Pamela J. Kirby | Mgmt | For | For | For | |||||
10 | Elect Jane Lodge | Mgmt | For | For | For | |||||
11 | Elect Cormac McCarthy | Mgmt | For | For | For | |||||
12 | Elect John Moloney | Mgmt | For | For | For | |||||
13 | Elect Donal Murphy | 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 | Amendment to Long-Term Incentive Plan | Mgmt | For | For | For | |||||
Deutsche Boerse AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
DB1 | CINS D1882G119 | 05/19/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Germany | |||||||||
Issue 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 Profits/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 Karl-Heinz Flother | Mgmt | For | For | For | |||||
12 | Elect Andreas Gottschling | Mgmt | For | For | For | |||||
13 | Elect Martin Jetter | Mgmt | For | For | For | |||||
14 | Elect Barbara Lambert | Mgmt | For | For | For | |||||
15 | Elect Michael Martin Rudiger | Mgmt | For | For | For | |||||
16 | Elect Charles G.T. Stonehill | Mgmt | For | For | For | |||||
17 | Elect Clara-Christina Streit | Mgmt | For | For | For | |||||
18 | Elect Tan Chong Lee | Mgmt | For | For | For | |||||
19 | Increase in Authorised Capital | Mgmt | For | For | For | |||||
20 | Management Board Remuneration Policy | Mgmt | For | For | For | |||||
21 | Amendments to Articles (Location of AGM) | 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 | |||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Diageo plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
DGE | CINS G42089113 | 09/28/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
3 | Remuneration Policy (Binding) | Mgmt | For | For | For | |||||
4 | Final Dividend | Mgmt | For | For | For | |||||
5 | Elect Melissa Bethell | Mgmt | For | For | For | |||||
6 | Elect Javier Ferran | Mgmt | For | For | For | |||||
7 | Elect Susan Kilsby | Mgmt | For | For | For | |||||
8 | Elect Lady Nicola Mendelsohn | Mgmt | For | For | For | |||||
9 | Elect Ivan Menezes | Mgmt | For | For | For | |||||
10 | Elect Kathryn A. Mikells | Mgmt | For | For | For | |||||
11 | Elect Alan Stewart | 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 | Amendment to the 2001 Share Incentive Plan | Mgmt | For | For | For | |||||
17 | UK Sharesave Plan | Mgmt | For | For | For | |||||
18 | Deferred Bonus Share Plan | Mgmt | For | For | For | |||||
19 | International Share Plans | 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 | Adoption of New Articles | Mgmt | For | For | For | |||||
24 | Ratification of Transactions | Mgmt | For | For | For | |||||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Electrocomponents plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ECM | CINS G29848101 | 07/16/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
3 | Elect Joan Wainwright | Mgmt | For | For | For | |||||
4 | Elect Bertrand Bodson | Mgmt | For | For | For | |||||
5 | Elect Louisa Burdett | Mgmt | For | For | For | |||||
6 | Elect David Egan | Mgmt | For | For | For | |||||
7 | Elect Karen J. Guerra | Mgmt | For | For | For | |||||
8 | Elect Peter Johnson | Mgmt | For | For | For | |||||
9 | Elect Bessie Lee | Mgmt | For | For | For | |||||
10 | Elect Simon Pryce | Mgmt | For | For | For | |||||
11 | Elect Lindsley Ruth | Mgmt | For | For | For | |||||
12 | Elect David Sleath | 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 | |||||
Ferguson plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
FERG | CINS G3421J106 | 07/29/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Ordinary | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Adoption of New Articles (Additional U.S. Listing) | Mgmt | For | For | For | |||||
Ferguson Plc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
FERG | CINS G3421J106 | 12/03/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
3 | Final Dividend | Mgmt | For | For | For | |||||
4 | Elect Bill Brundage | Mgmt | For | For | For | |||||
5 | Elect Tessa Bamford | Mgmt | For | For | For | |||||
6 | Elect Geoff Drabble | Mgmt | For | For | For | |||||
7 | Elect Catherine A. Halligan | Mgmt | For | For | For | |||||
8 | Elect Kevin Murphy | Mgmt | For | For | For | |||||
9 | Elect Alan Murray | Mgmt | For | For | For | |||||
10 | Elect Thomas Schmitt | Mgmt | For | For | For | |||||
11 | Elect Nadia Shouraboura | Mgmt | For | For | For | |||||
12 | Elect Jacqueline Simmonds | 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 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Fevertree Drinks Plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
FEVR | CINS G33929103 | 05/20/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
3 | Final Dividend | Mgmt | For | For | For | |||||
4 | Elect Bill Ronald | Mgmt | For | For | For | |||||
5 | Elect Tim Warrillow | Mgmt | For | For | For | |||||
6 | Elect Andrew Branchflower | Mgmt | For | For | For | |||||
7 | Elect Coline McConville | Mgmt | For | Against | Against | |||||
8 | Elect Kevin Havelock | Mgmt | For | For | For | |||||
9 | Elect Jeff Popkin | Mgmt | For | For | For | |||||
10 | Elect Domenico J. De Lorenzo | 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 Repurchase Shares | Mgmt | For | For | For | |||||
16 | Amendment to Long-Term Incentive Plan | Mgmt | For | For | For | |||||
Fujitsu Limited | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
6702 | CINS J15708159 | 06/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 @ Yoshiko Kugu | Mgmt | For | For | For | |||||
9 | Elect Scott Callon | Mgmt | For | For | For | |||||
10 | Elect Kenichiro Sasae | Mgmt | For | For | For | |||||
11 | Elect Yoichi Hirose as Statutory Auditor | Mgmt | For | Against | Against | |||||
12 | Elect Koichi Namba as Alternate Statutory Auditor | Mgmt | For | For | For | |||||
13 | Directors' Fees | Mgmt | For | For | For | |||||
14 | Amendment to the Performance Linked Equity Compensation Plan | Mgmt | For | For | For | |||||
Gerresheimer AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
GXI | CINS D2852S109 | 06/09/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Germany | |||||||||
Issue 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/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 | Management Board Remuneration Policy | Mgmt | For | For | For | |||||
11 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | |||||
12 | Increase in Authorised Capital I | Mgmt | For | For | For | |||||
13 | Increase in Authorised Capital II | Mgmt | For | For | For | |||||
Heineken NV | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
HEIA | CINS N39427211 | 04/22/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Netherlands | |||||||||
Issue 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 | Remuneration Report | Mgmt | For | Against | Against | |||||
7 | Accounts and Reports | Mgmt | For | For | For | |||||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||||
10 | Ratification of Management Board Acts | Mgmt | For | For | For | |||||
11 | Ratification of Supervisory Board Acts | Mgmt | For | Against | Against | |||||
12 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
13 | Authority to Repurchase Shares | 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 | Elect Harold P.J. van den Broek to the Management Board | Mgmt | For | For | For | |||||
17 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
18 | Elect Maarten Das to the Supervisory Board | Mgmt | For | Against | Against | |||||
19 | Elect Nitin Paranjpe to the Supervisory Board | Mgmt | For | For | For | |||||
20 | Appointment of Auditor | Mgmt | For | For | For | |||||
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 | |||||
HKBN Ltd. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
1310 | CINS G45158105 | 12/14/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Cayman Islands | |||||||||
Issue 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 William YEUNG Chu Kwong | Mgmt | For | Against | Against | |||||
6 | Elect Suyi KIM | Mgmt | For | Against | Against | |||||
7 | Elect Bradley Jay Horwitz | Mgmt | For | For | For | |||||
8 | Elect Stanley CHOW | 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 | Against | Against | |||||
12 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
13 | Authority to issue Repurchased Shares | Mgmt | For | Against | Against | |||||
14 | Amendments to Articles of Association | Mgmt | For | For | For | |||||
Hoya Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
7741 | CINS J22848105 | 06/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 Yukako Uchinaga | Mgmt | For | For | For | |||||
3 | Elect Mitsudo Urano | Mgmt | For | For | For | |||||
4 | Elect Shuzo Kaihori | Mgmt | For | For | For | |||||
5 | Elect Hiroaki Yoshihara | Mgmt | For | For | For | |||||
6 | Elect Yasuyuki Abe | Mgmt | For | For | For | |||||
7 | Elect Hiroshi Suzuki | Mgmt | For | For | For | |||||
Ibstock plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
IBST | CINS G46956135 | 04/22/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
3 | Final Dividend | Mgmt | For | For | For | |||||
4 | Elect Jonathan Nicholls | Mgmt | For | For | For | |||||
5 | Elect Louis Eperjesi | Mgmt | For | For | For | |||||
6 | Elect Tracey Graham | Mgmt | For | For | For | |||||
7 | Elect Claire L. Hawkings | Mgmt | For | For | For | |||||
8 | Elect Joseph Hudson | Mgmt | For | For | For | |||||
9 | Elect Chris M. McLeish | Mgmt | For | For | For | |||||
10 | Elect Justin R. Read | Mgmt | For | For | For | |||||
11 | Appointment of Auditor | Mgmt | For | For | For | |||||
12 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||||
13 | Senior Managers Share Plan | 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 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 | |||||
Ichigo Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
2337 | CINS J2382Y109 | 05/23/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 Scott Callon | Mgmt | For | For | For | |||||
3 | Elect Takuma Hasegawa | Mgmt | For | Against | Against | |||||
4 | Elect Minoru Ishihara | Mgmt | For | For | For | |||||
5 | Elect Eri Murai | Mgmt | For | For | For | |||||
6 | Elect Tetsuya Fujita | Mgmt | For | Against | Against | |||||
7 | Elect Noriko Kawate | Mgmt | For | For | For | |||||
8 | Elect Yukio Suzuki | Mgmt | For | For | For | |||||
9 | Elect Masatoshi Matsuzaki | Mgmt | For | For | For | |||||
10 | Elect Nobuhide Nakaido | Mgmt | For | For | For | |||||
Infineon Technologies AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
IFX | CINS D35415104 | 02/25/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Germany | |||||||||
Issue 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 Profits/Dividends | Mgmt | For | For | For | |||||
9 | Ratify Reinhard Ploss | Mgmt | For | For | For | |||||
10 | Ratify Helmut Gassel | Mgmt | For | For | For | |||||
11 | Ratify Jochen Hanebeck | Mgmt | For | For | For | |||||
12 | Ratify Sven Schneider | Mgmt | For | For | For | |||||
13 | Ratify Wolfgang Eder | Mgmt | For | For | For | |||||
14 | Ratify Peter Bauer | Mgmt | For | For | For | |||||
15 | Ratify Xiaoqun Clever | Mgmt | For | For | For | |||||
16 | Ratify Johann Dechant | Mgmt | For | For | For | |||||
17 | Ratify Herbert Diess | Mgmt | For | For | For | |||||
18 | Ratify Friedrich Eichiner | Mgmt | For | For | For | |||||
19 | Ratify Annette Engelfried | Mgmt | For | For | For | |||||
20 | Ratify Peter Gruber | Mgmt | For | For | For | |||||
21 | Ratify Gerhard Hobbach | Mgmt | For | For | For | |||||
22 | Ratify Hans-Ulrich Holdenried | Mgmt | For | For | For | |||||
23 | Ratify Renate Kocher | Mgmt | For | For | For | |||||
24 | Ratify Susanne Lachenmann | Mgmt | For | For | For | |||||
25 | Ratify Geraldine Picaud | Mgmt | For | For | For | |||||
26 | Ratify Manfred Puffer | Mgmt | For | For | For | |||||
27 | Ratify Melanie Riedl | Mgmt | For | For | For | |||||
28 | Ratify Kerstin Schulzendorf | Mgmt | For | For | For | |||||
29 | Ratify Jurgen Scholz | Mgmt | For | For | For | |||||
30 | Ratify Ulrich Spiesshofer | Mgmt | For | For | For | |||||
31 | Ratify Margret Suckale | Mgmt | For | For | For | |||||
32 | Ratify Eckart Sunner | Mgmt | For | For | For | |||||
33 | Ratify Diana Vitale | Mgmt | For | For | For | |||||
34 | Appointment of Auditor | Mgmt | For | For | For | |||||
35 | Management Board Remuneration Policy | Mgmt | For | For | For | |||||
36 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | |||||
37 | Increase in Authorised Capital for Employee Share Purchase Plan | Mgmt | For | For | For | |||||
38 | Amendments to Articles (SRD II) | Mgmt | For | For | For | |||||
39 | Amendments to Articles (Supervisory Board's Rules of Procedure) | Mgmt | For | For | For | |||||
40 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
41 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
42 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Infosys Ltd | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
INFY | CUSIP 456788108 | 06/19/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 U. B. Pravin Rao | Mgmt | For | For | For | |||||
4 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
5 | Elect Michael Gibbs | Mgmt | For | For | For | |||||
6 | Elect Bobby Kanu Parikh | Mgmt | For | For | For | |||||
7 | Elect Chitra Nayak | Mgmt | For | For | For | |||||
8 | Revision of Remuneration of U.B. Pravin Rao (COO) | Mgmt | For | Against | Against | |||||
Intertrust NV | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
INTER | CINS N4584R101 | 03/08/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | Netherlands | |||||||||
Issue 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 Shankar Iyer to the management board | Mgmt | For | For | For | |||||
5 | Amendments to Articles | Mgmt | For | For | For | |||||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Intertrust NV | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
INTER | CINS N4584R101 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Netherlands | |||||||||
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 | Remuneration Report | Mgmt | For | For | For | |||||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
4 | Accounts and Reports | Mgmt | For | For | For | |||||
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 | 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 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
11 | Elect Toine van Laack to the Supervisory Board | Mgmt | For | For | For | |||||
12 | Elect Charlotte Emily Lambkin to the Supervisory Board | Mgmt | For | For | For | |||||
13 | Elect Paul James Willing to the Supervisory Board | Mgmt | For | For | For | |||||
14 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
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 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 | |||||
Julius Baer Group Ltd | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BAER | CINS H4414N103 | 11/02/2020 | Take No Action | |||||||
Meeting Type | Country of Trade | |||||||||
Special | Switzerland | |||||||||
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 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||||
Julius Baer Group Ltd. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BAER | CINS H4414N103 | 04/14/2021 | Take No Action | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Switzerland | |||||||||
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; Dividend from Reserves | Mgmt | For | TNA | N/A | |||||
6 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | |||||
7 | Board Compensation | Mgmt | For | TNA | N/A | |||||
8 | Executive Compensation (Cash-based Variable) | Mgmt | For | TNA | N/A | |||||
9 | Executive Compensation (Share-based Variable) | Mgmt | For | TNA | N/A | |||||
10 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | |||||
11 | Elect Romeo Lacher | Mgmt | For | TNA | N/A | |||||
12 | Elect Gilbert Achermann | Mgmt | For | TNA | N/A | |||||
13 | Elect Heinrich Baumann | Mgmt | For | TNA | N/A | |||||
14 | Elect Richard Campbell-Breeden | Mgmt | For | TNA | N/A | |||||
15 | Elect Ivo Furrer | Mgmt | For | TNA | N/A | |||||
16 | Elect Claire Giraut | Mgmt | For | TNA | N/A | |||||
17 | Elect Kathryn Shih | Mgmt | For | TNA | N/A | |||||
18 | Elect Eunice Zehnder-Lai | Mgmt | For | TNA | N/A | |||||
19 | Elect Olga Zoutendijk | Mgmt | For | TNA | N/A | |||||
20 | Elect David Nicol | Mgmt | For | TNA | N/A | |||||
21 | Appoint Romeo Lacher as Board Chair | Mgmt | For | TNA | N/A | |||||
22 | Elect Gilbert Achermann as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
23 | Elect Richard Campbell-Breeden as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
24 | Elect Kathryn Shih as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
25 | Elect Eunice Zehnder-Lai 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 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | |||||
29 | Amendments to Articles (Removal of Obsolete Provisions) | Mgmt | For | TNA | N/A | |||||
Kao Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
4452 | CINS J30642169 | 03/26/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 Michitaka Sawada | Mgmt | For | For | For | |||||
4 | Elect Yoshihiro Hasebe | Mgmt | For | For | For | |||||
5 | Elect Toshiaki Takeuchi | Mgmt | For | For | For | |||||
6 | Elect Tomoharu Matsuda | Mgmt | For | For | For | |||||
7 | Elect Sonosuke Kadonaga | Mgmt | For | For | For | |||||
8 | Elect Osamu Shinobe | Mgmt | For | For | For | |||||
9 | Elect Chiaki Mukai | Mgmt | For | For | For | |||||
10 | Elect Nobuhide Hayashi | Mgmt | For | For | For | |||||
11 | Elect Sadanao Kawashima | Mgmt | For | For | For | |||||
12 | Elect Hideki Amano | Mgmt | For | For | For | |||||
13 | Amendments to Performance-Linked Equity Compensation Plan | Mgmt | For | For | For | |||||
KBC Groupe SA NV | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
KBC | CINS B5337G162 | 05/06/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Belgium | |||||||||
Issue 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 | Mgmt | For | For | For | |||||
8 | Allocation of Profits | Mgmt | For | For | For | |||||
9 | Allocation of Dividend | Mgmt | For | For | For | |||||
10 | Remuneration Report | Mgmt | For | For | For | |||||
11 | Remuneration Policy | Mgmt | For | For | For | |||||
12 | Ratification of Board Acts | Mgmt | For | Against | Against | |||||
13 | Ratification of Auditor's Acts | Mgmt | For | For | For | |||||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||||
15 | Elect Luc Popelier to the Board of Directors | Mgmt | For | For | For | |||||
16 | Elect Katelijn Callewaert to the Board of Directors | Mgmt | For | Against | Against | |||||
17 | Elect Philippe Vlerick to the Board of Directors | Mgmt | For | Against | Against | |||||
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 | |||||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
KBC Groupe SA NV | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
KBC | CINS B5337G162 | 05/06/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | Belgium | |||||||||
Issue 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 | Amendments to Articles (Article 2) | Mgmt | For | For | For | |||||
6 | Amendments to Articles (Article 3) | Mgmt | For | For | For | |||||
7 | Amendments to Articles (Article 4) | Mgmt | For | For | For | |||||
8 | Amendments to Articles (Article 8) | Mgmt | For | For | For | |||||
9 | Amendments to Articles (Article 10) | Mgmt | For | For | For | |||||
10 | Amendments to Articles (Article 12) | Mgmt | For | For | For | |||||
11 | Amendments to Articles (Article 13) | Mgmt | For | For | For | |||||
12 | Amendments to Articles (Article 15) | Mgmt | For | For | For | |||||
13 | Amendments to Articles (Article 16) | Mgmt | For | For | For | |||||
14 | Amendments to Articles (Article 16) | Mgmt | For | For | For | |||||
15 | Amendments to Articles (Article 20) | Mgmt | For | For | For | |||||
16 | Amendments to Articles (Article 22) | Mgmt | For | For | For | |||||
17 | Amendments to Articles (Article 27) | Mgmt | For | For | For | |||||
18 | Amendments to Articles (Article 27) | Mgmt | For | For | For | |||||
19 | Amendments to Articles (Article 28bis) | Mgmt | For | For | For | |||||
20 | Amendments to Articles (Article 30) | Mgmt | For | For | For | |||||
21 | Amendments to Articles (Article 32) | Mgmt | For | For | For | |||||
22 | Amendments to Articles (Article 35) | Mgmt | For | For | For | |||||
23 | Amendments to Articles (Title V and Article 36) | Mgmt | For | For | For | |||||
24 | Amendments to Articles (Article 41) | Mgmt | For | For | For | |||||
25 | Terminate Authority to Cancel Shares | Mgmt | For | For | For | |||||
26 | Authority to Coordinate Articles | Mgmt | For | For | For | |||||
27 | Authorisation of Legal Formalities (General Meeting) | Mgmt | For | For | For | |||||
28 | Authorisation of Legal Formalities (Power of Attorney) | 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 | |||||
Kering | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
KER | CINS F5433L103 | 04/22/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Mix | France | |||||||||
Issue 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 Francois-Henri Pinault | Mgmt | For | For | For | |||||
10 | Elect Jean-Francois Palus | Mgmt | For | For | For | |||||
11 | Elect Heloise Temple-Boyer | Mgmt | For | For | For | |||||
12 | Elect Baudouin Prot | Mgmt | For | For | For | |||||
13 | 2020 Remuneration Report | Mgmt | For | For | For | |||||
14 | 2020 Remuneration of Francois-Henri Pinault, Chair and CEO | Mgmt | For | Against | Against | |||||
15 | 2020 Remuneration of Jean-Francois Palus, Deputy CEO | Mgmt | For | For | For | |||||
16 | 2021 Remuneration Policy (Corporate Officers) | Mgmt | For | Against | Against | |||||
17 | 2021 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||||
18 | 2021 Directors' Fees | Mgmt | For | For | For | |||||
19 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||||
20 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||||
21 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||||
22 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||||
23 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||||
24 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | |||||
25 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | |||||
26 | Greenshoe | Mgmt | For | For | For | |||||
27 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||||
28 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
29 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||||
30 | 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 | 01/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | Ireland | |||||||||
Issue 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 Migration of Electronic Settlement | Mgmt | For | For | For | |||||
3 | Adoption of New Articles (Migration) | Mgmt | For | For | For | |||||
4 | Authority to Implement the Migration | Mgmt | For | For | For | |||||
Kerry Group Plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
KRZ | CINS G52416107 | 04/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Ireland | |||||||||
Issue 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 Emer Gilvarry | Mgmt | For | For | For | |||||
5 | Elect Jinlong Wang | Mgmt | For | For | For | |||||
6 | Elect Gerry Behan | Mgmt | For | For | For | |||||
7 | Elect Hugh Brady | Mgmt | For | For | For | |||||
8 | Elect Gerard Culligan | Mgmt | For | For | For | |||||
9 | Elect Karin L. Dorrepaal | Mgmt | For | For | For | |||||
10 | Elect Marguerite Larkin | Mgmt | For | For | For | |||||
11 | Elect Tom Moran | Mgmt | For | For | For | |||||
12 | Elect Cornelius Murphy | Mgmt | For | For | For | |||||
13 | Elect Christopher Rogers | Mgmt | For | For | For | |||||
14 | Elect Edmond Scanlan | Mgmt | For | For | For | |||||
15 | Elect Philip Toomey | Mgmt | For | For | For | |||||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||||
17 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
18 | Remuneration Policy (Advisory) | 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 | Long-Term Incentive Plan | Mgmt | For | For | For | |||||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Kinaxis Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
KXS | CUSIP 49448Q109 | 06/22/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Canada | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect John (Ian) Giffen | Mgmt | For | For | For | |||||
1.2 | Elect Robert Courteau | Mgmt | For | For | For | |||||
1.3 | Elect Gillian (Jill) Denham | Mgmt | For | For | For | |||||
1.4 | Elect Angel Mendez | Mgmt | For | For | For | |||||
1.5 | Elect Pamela Passman | Mgmt | For | For | For | |||||
1.6 | Elect Elizabeth (Betsy) Rafael | Mgmt | For | For | For | |||||
1.7 | Elect Kelly Thomas | Mgmt | For | For | For | |||||
1.8 | Elect John Sicard | Mgmt | For | For | For | |||||
2 | Appointment of Auditor | Mgmt | For | For | For | |||||
3 | Amendment to the Stock Option Plan | Mgmt | For | For | For | |||||
4 | Amendment to the Share Unit Plan | Mgmt | For | For | For | |||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Koninklijke DSM NV | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
DSM | CINS N5017D122 | 05/06/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Netherlands | |||||||||
Issue 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 | Amendments to Articles (Bundled) | Mgmt | For | For | For | |||||
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 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
9 | Allocation of Profits/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 | Elect Dimitri de Vreeze to the Management Board | Mgmt | For | For | For | |||||
13 | Elect Frits van Paasschen to the Supervisory Board | Mgmt | For | For | For | |||||
14 | Elect John Ramsay to the Supervisory Board | Mgmt | For | For | For | |||||
15 | Elect Carla M.C. Mahieu to the Supervisory Board | Mgmt | For | For | For | |||||
16 | Elect Corien M. Wortmann-Kool to the Supervisory Board | Mgmt | For | For | For | |||||
17 | Appointment of Auditor | Mgmt | For | For | For | |||||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||||
19 | Authority to Issue Shares w/ Preemptive Rights in Connection with a Rights Issue | Mgmt | For | For | For | |||||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
21 | Cancellation of Shares | Mgmt | For | For | For | |||||
22 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
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 | |||||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Koninklijke Philips N.V. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
PHIA | CINS N7637U112 | 05/06/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Netherlands | |||||||||
Issue 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 | Accounts and Reports | Mgmt | For | For | For | |||||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||||
10 | Remuneration Report | Mgmt | For | Against | Against | |||||
11 | Ratification of Management Board Acts | Mgmt | For | For | For | |||||
12 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||||
13 | Elect Marnix J. van Ginneken to the Management Board | Mgmt | For | For | For | |||||
14 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
15 | Elect CHUA Sock Koong to the Supervisory Board | Mgmt | For | For | For | |||||
16 | Elect Indra K. Nooyi to the Supervisory Board | Mgmt | For | For | For | |||||
17 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||||
19 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | |||||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
21 | Cancellation of Shares | 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 | |||||
London Stock Exchange Group | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
LSE | CINS G5689U103 | 11/03/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Ordinary | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Divestment of Borsa Italiana to Euronext | Mgmt | For | For | For | |||||
London Stock Exchange Group plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
LSEG | CINS G5689U103 | 04/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
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 (Advisory) | Mgmt | For | For | For | |||||
4 | Elect Jacques Aigrain | Mgmt | For | For | For | |||||
5 | Elect Dominic Blakemore | Mgmt | For | For | For | |||||
6 | Elect Kathleen DeRose | Mgmt | For | For | For | |||||
7 | Elect Cressida Hogg | Mgmt | For | For | For | |||||
8 | Elect Stephen O'Connor | Mgmt | For | For | For | |||||
9 | Elect Val Rahmani | Mgmt | For | For | For | |||||
10 | Elect Don Robert | Mgmt | For | For | For | |||||
11 | Elect David A. Schwimmer | Mgmt | For | For | For | |||||
12 | Elect Martin Brand | Mgmt | For | For | For | |||||
13 | Elect Erin Brown | Mgmt | For | For | For | |||||
14 | Elect Anna Manz | Mgmt | For | For | For | |||||
15 | Elect Douglas M. Steenland | 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 | Authorisation of Political Donations | Mgmt | For | For | For | |||||
20 | SAYE Option Plan | Mgmt | For | For | For | |||||
21 | Adoption of New Articles | 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 | |||||
Lonza Group AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
LONN | CINS H50524133 | 05/06/2021 | Take No Action | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Switzerland | |||||||||
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 | Compensation Report | Mgmt | For | TNA | N/A | |||||
6 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | |||||
7 | Allocation of Profits/ Dividends | Mgmt | For | TNA | N/A | |||||
8 | Elect Werner J. Bauer | Mgmt | For | TNA | N/A | |||||
9 | Elect Albert M. Baehny | Mgmt | For | TNA | N/A | |||||
10 | Elect Dorothee Deuring | Mgmt | For | TNA | N/A | |||||
11 | Elect Angelica Kohlmann | Mgmt | For | TNA | N/A | |||||
12 | Elect Christoph Mader | Mgmt | For | TNA | N/A | |||||
13 | Elect Barbara M. Richmond | Mgmt | For | TNA | N/A | |||||
14 | Elect Jurgen B. Steinemann | Mgmt | For | TNA | N/A | |||||
15 | Elect Olivier Verscheure | Mgmt | For | TNA | N/A | |||||
16 | Appoint Albert M. Baehny as Board Chair | Mgmt | For | TNA | N/A | |||||
17 | Elect Angelica Kohlmann as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
18 | Elect Christoph Mader as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
19 | Elect Jurgen B. Steinemann as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
20 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||||
21 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||||
22 | Board Compensation | Mgmt | For | TNA | N/A | |||||
23 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | |||||
24 | Executive Compensation (Short-term Variable) | Mgmt | For | TNA | N/A | |||||
25 | Executive Compensation (Long-term Variable) | Mgmt | For | TNA | N/A | |||||
26 | Increase in Authorised Capital | Mgmt | For | TNA | N/A | |||||
27 | Additional or Amended Shareholder Proposals | ShrHoldr | N/A | TNA | N/A | |||||
Nexi SpA | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
NEXI | CINS T6S18J104 | 03/03/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Mix | Italy | |||||||||
Issue 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 | Cross-Border Merger by Incorporation | Mgmt | For | For | For | |||||
4 | Board Size | Mgmt | For | For | For | |||||
5 | Election of Two Directors | Mgmt | For | For | For | |||||
6 | Board Term Length | Mgmt | For | For | For | |||||
7 | Directors' Fees | 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 | |||||
Nexi SpA | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
NEXI | CINS T6S18J104 | 05/05/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Italy | |||||||||
Issue 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 Report (Advisory) | Mgmt | For | For | For | |||||
5 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||||
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 | |||||
Nexi SpA | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
NEXI | CINS T6S18J104 | 06/21/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | Italy | |||||||||
Issue 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 | Approval of Merger Plan and Amendment to Articles | Mgmt | For | For | For | |||||
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 | |||||
Nordea Bank Abp | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
NDAFI | CINS X5S8VL105 | 03/24/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Finland | |||||||||
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 | 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 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
7 | Accounts and Reports | Mgmt | For | For | For | |||||
8 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||||
9 | Ratification of Board and CEO Acts | Mgmt | For | For | For | |||||
10 | Remuneration Report | Mgmt | For | For | For | |||||
11 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||||
12 | Directors' Fees | Mgmt | For | For | For | |||||
13 | Board Size | Mgmt | For | For | For | |||||
14 | Election of Directors | Mgmt | For | For | For | |||||
15 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||||
16 | Appointment of Auditor | Mgmt | For | For | For | |||||
17 | Authority to Issue Contingent Convertible Securities w/ or w/o Preemptive Rights | Mgmt | For | For | For | |||||
18 | Authority to Trade in Company Stock (Repurchase) | Mgmt | For | For | For | |||||
19 | Authority to Trade in Company Stock (Issuance) | Mgmt | For | For | For | |||||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
21 | Issuance of Treasury Shares | 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 | |||||
Novartis AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
NOVN | CINS H5820Q150 | 03/02/2021 | Take No Action | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Switzerland | |||||||||
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 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | |||||
5 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||||
6 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | |||||
7 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | |||||
8 | Board Compensation | Mgmt | For | TNA | N/A | |||||
9 | Executive Compensation | Mgmt | For | TNA | N/A | |||||
10 | Compensation Report | Mgmt | For | TNA | N/A | |||||
11 | Elect Jorg Reinhardt as Board Chair | Mgmt | For | TNA | N/A | |||||
12 | Elect Nancy C. Andrews | Mgmt | For | TNA | N/A | |||||
13 | Elect Ton Buchner | Mgmt | For | TNA | N/A | |||||
14 | Elect Patrice Bula | Mgmt | For | TNA | N/A | |||||
15 | Elect Elizabeth Doherty | Mgmt | For | TNA | N/A | |||||
16 | Elect Ann M. Fudge | Mgmt | For | TNA | N/A | |||||
17 | Elect Bridgette P. Heller | Mgmt | For | TNA | N/A | |||||
18 | Elect Frans van Houten | Mgmt | For | TNA | N/A | |||||
19 | Elect Simon Moroney | Mgmt | For | TNA | N/A | |||||
20 | Elect Andreas von Planta | Mgmt | For | TNA | N/A | |||||
21 | Elect Charles L. Sawyers | Mgmt | For | TNA | N/A | |||||
22 | Elect Enrico Vanni | Mgmt | For | TNA | N/A | |||||
23 | Elect William T. Winters | Mgmt | For | TNA | N/A | |||||
24 | Elect Patrice Bula as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
25 | Elect Bridgette P. Heller as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
26 | Elect Enrico Vanni as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
27 | Elect William T. Winters as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
28 | Elect Simon Moroney as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
29 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||||
30 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||||
31 | Amendments to Articles (Term of Office) | Mgmt | For | TNA | N/A | |||||
32 | Additional or Amended Proposals | Mgmt | N/A | TNA | N/A | |||||
NXP Semiconductors N.V. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
NXPI | CUSIP N6596X109 | 05/26/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Peter L. Bonfield | Mgmt | For | For | For | |||||
5 | Elect Annette K. Clayton | Mgmt | For | For | For | |||||
6 | Elect Anthony Foxx | Mgmt | For | For | For | |||||
7 | Elect Kenneth A. Goldman | Mgmt | For | For | For | |||||
8 | Elect Josef Kaeser | Mgmt | For | For | For | |||||
9 | Elect Lena Olving | Mgmt | For | For | For | |||||
10 | Elect Peter Smitham | Mgmt | For | For | For | |||||
11 | Elect Julie Southern | Mgmt | For | For | For | |||||
12 | Elect Jasmin Staiblin | Mgmt | For | For | For | |||||
13 | Elect Gregory L. Summe | Mgmt | For | For | For | |||||
14 | Elect Karl-Henrik Sundstrom | 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 Cancel Repurchased Shares | Mgmt | For | For | For | |||||
19 | Directors' Fees | Mgmt | For | For | For | |||||
20 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
OTSUKA CORPORATION | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
4768 | CINS J6243L115 | 03/26/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 Toshiyasu Takahashi | Mgmt | For | Against | Against | |||||
6 | Elect Hironobu Tsurumi | Mgmt | For | For | For | |||||
7 | Elect Hironobu Saito | Mgmt | For | For | For | |||||
8 | Elect Katsuhiro Yano | Mgmt | For | For | For | |||||
9 | Elect Minoru Sakurai | Mgmt | For | For | For | |||||
10 | Elect Jiro Makino | Mgmt | For | Against | Against | |||||
11 | Elect Tetsuo Saito | Mgmt | For | For | For | |||||
12 | Elect Makiko Hamabe | Mgmt | For | For | For | |||||
13 | Elect Tatsumi Murata as Statutory Auditor | Mgmt | For | For | For | |||||
14 | Retirement Allowances for Directors | Mgmt | For | Against | Against | |||||
15 | Retirement Allowances for Statutory Auditor | Mgmt | For | Against | Against | |||||
Partners Group Holding AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
PGHN | CINS H6120A101 | 05/12/2021 | Take No Action | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Switzerland | |||||||||
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 | Amendments to Articles | Mgmt | For | TNA | N/A | |||||
7 | Compensation Report | Mgmt | For | TNA | N/A | |||||
8 | Board Compensation (Short-Term) | Mgmt | For | TNA | N/A | |||||
9 | Board Compensation (Long-Term) | Mgmt | For | TNA | N/A | |||||
10 | Board Compensation ('Technical Non-Financial') | Mgmt | For | TNA | N/A | |||||
11 | Executive Compensation (Revision: Fixed FY2021) | Mgmt | For | TNA | N/A | |||||
12 | Executive Compensation (Fixed FY2022) | Mgmt | For | TNA | N/A | |||||
13 | Executive Compensation (Long-Term) | Mgmt | For | TNA | N/A | |||||
14 | Executive Compensation ('Technical Non-Financial') | Mgmt | For | TNA | N/A | |||||
15 | Elect Steffen Meister as Board Chair | Mgmt | For | TNA | N/A | |||||
16 | Elect Marcel Erni | Mgmt | For | TNA | N/A | |||||
17 | Elect Alfred Gantner | Mgmt | For | TNA | N/A | |||||
18 | Elect Lisa A. Hook | Mgmt | For | TNA | N/A | |||||
19 | Elect Joseph P. Landy | Mgmt | For | TNA | N/A | |||||
20 | Elect Grace del Rosario-Castano | Mgmt | For | TNA | N/A | |||||
21 | Elect Martin Strobel | Mgmt | For | TNA | N/A | |||||
22 | Elect Urs Wietlisbach | Mgmt | For | TNA | N/A | |||||
23 | Elect Grace del Rosario-Castano as Nominating and Compensation Committee Chair | Mgmt | For | TNA | N/A | |||||
24 | Elect Lisa A. Hook as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
25 | Elect Martin Strobel as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
26 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||||
27 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||||
Pernod Ricard | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
RI | CINS F72027109 | 11/27/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Mix | France | |||||||||
Issue 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 | Amendments to Articles Regarding Vote Counting | Mgmt | For | For | For | |||||
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 Alexandre Ricard | Mgmt | For | For | For | |||||
10 | Elect Cesar Giron | Mgmt | For | Against | Against | |||||
11 | Elect Wolfgang Colberg | Mgmt | For | For | For | |||||
12 | Elect Virginie Fauvel | Mgmt | For | For | For | |||||
13 | Directors' Fees | Mgmt | For | For | For | |||||
14 | Remuneration of Alexandre Ricard, Chair and CEO | Mgmt | For | For | For | |||||
15 | Remuneration Report | Mgmt | For | For | For | |||||
16 | Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | |||||
17 | Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||||
18 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||||
19 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||||
20 | Relocation of Corporate Headquarters | Mgmt | For | For | For | |||||
21 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
22 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | |||||
23 | Amendments to Articles Regarding Written Consultation | Mgmt | For | For | For | |||||
24 | Amendments to Articles Regarding Remuneration | Mgmt | For | For | For | |||||
25 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Prudential plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
PRU | CINS G72899100 | 05/13/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
3 | Elect Chua Sock Koong | Mgmt | For | For | For | |||||
4 | Elect Ming Lu | Mgmt | For | For | For | |||||
5 | Elect Jeanette Wong | Mgmt | For | For | For | |||||
6 | Elect Shriti Vadera | Mgmt | For | For | For | |||||
7 | Elect Jeremy Anderson | Mgmt | For | For | For | |||||
8 | Elect Mark FitzPatrick | Mgmt | For | For | For | |||||
9 | Elect David Law | Mgmt | For | For | For | |||||
10 | Elect Anthony Nightingale | Mgmt | For | For | For | |||||
11 | Elect Philip Remnant | Mgmt | For | For | For | |||||
12 | Elect Alice D. Schroeder | Mgmt | For | For | For | |||||
13 | Elect Stuart James Turner | Mgmt | For | For | For | |||||
14 | Elect Thomas R. Watjen | Mgmt | For | For | For | |||||
15 | Elect Michael A. Wells | Mgmt | For | For | For | |||||
16 | Elect Fields Wicker-Miurin | Mgmt | For | For | For | |||||
17 | Elect Yok Tak Amy Yip | 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 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||||
22 | Authority to Issue Repurchased Shares w/ Preemptive Rights | Mgmt | For | For | For | |||||
23 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||||
24 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||||
25 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
26 | 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 | 06/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 | 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 Thomas Ebeling | Mgmt | For | For | For | |||||
7 | Elect Toralf Haag | Mgmt | For | For | For | |||||
8 | Elect Ross L. Levine | Mgmt | For | For | For | |||||
9 | Elect Elaine Mardis | Mgmt | For | For | For | |||||
10 | Elect Lawrence A. Rosen | Mgmt | For | For | For | |||||
11 | Elect Elizabeth E. Tallett | Mgmt | For | For | For | |||||
12 | Elect Thierry Bernard | Mgmt | For | For | For | |||||
13 | Elect Roland Sackers | Mgmt | For | For | For | |||||
14 | Management Board Remuneration Policy | Mgmt | For | Against | Against | |||||
15 | Supervisory Board Remuneration Policy | Mgmt | For | Against | Against | |||||
16 | Supervisory Board Members' Fees | Mgmt | For | Against | Against | |||||
17 | Appointment of Auditor | Mgmt | For | For | For | |||||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | Against | Against | |||||
19 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | |||||
20 | Authority to Suppress Preemptive Rights for Mergers, Acquisitions and Strategic Alliances | Mgmt | For | Against | Against | |||||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
22 | Amendment to Articles In Connection with Changes to Dutch Law | Mgmt | For | For | For | |||||
Reckitt Benckiser Group Plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
RKT.L | CINS G74079107 | 05/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
3 | Final Dividend | Mgmt | For | For | For | |||||
4 | Elect Andrew RJ Bonfield | Mgmt | For | For | For | |||||
5 | Elect Jeff Carr | Mgmt | For | For | For | |||||
6 | Elect Nicandro Durante | Mgmt | For | For | For | |||||
7 | Elect Mary Harris | Mgmt | For | For | For | |||||
8 | Elect Mehmood Khan | Mgmt | For | For | For | |||||
9 | Elect Pamela J. Kirby | Mgmt | For | For | For | |||||
10 | Elect Sara Mathew | Mgmt | For | For | For | |||||
11 | Elect Laxman Narasimhan | Mgmt | For | For | For | |||||
12 | Elect Christopher A. Sinclair | Mgmt | For | For | For | |||||
13 | Elect Elane B. Stock | Mgmt | For | For | For | |||||
14 | Elect Olivier Bohuon | Mgmt | For | For | For | |||||
15 | Elect Margherita Della Valle | 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 | Amendments to Articles | Mgmt | For | For | For | |||||
24 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | |||||
RELX Plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
REL | CINS G7493L105 | 04/22/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | 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 Paul Walker | Mgmt | For | For | For | |||||
7 | Elect June Felix | Mgmt | For | For | For | |||||
8 | Elect Erik Engstrom | Mgmt | For | For | For | |||||
9 | Elect Wolfhart Hauser | Mgmt | For | For | For | |||||
10 | Elect Charlotte Hogg | Mgmt | For | For | For | |||||
11 | Elect Marike van Lier Lels | Mgmt | For | For | For | |||||
12 | Elect Nicholas Luff | Mgmt | For | For | For | |||||
13 | Elect Robert J. MacLeod | Mgmt | For | For | For | |||||
14 | Elect Linda S. Sanford | Mgmt | For | For | For | |||||
15 | Elect Andrew J. Sukawaty | Mgmt | For | For | For | |||||
16 | Elect Suzanne Wood | 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 | |||||
Rightmove Plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
RMV | CINS G7565D106 | 05/07/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | 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 Alison Dolan | Mgmt | For | For | For | |||||
7 | Elect Andrew Fisher | Mgmt | For | For | For | |||||
8 | Elect Peter Brooks-Johnson | Mgmt | For | For | For | |||||
9 | Elect Jacqueline de Rojas | Mgmt | For | For | For | |||||
10 | Elect Rakhi (Parekh) Goss-Custard | Mgmt | For | For | For | |||||
11 | Elect Andrew Findlay | Mgmt | For | For | For | |||||
12 | Elect Amit Tiwari | Mgmt | For | For | For | |||||
13 | Elect Lorna Tilbian | 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 | Authorisation of Political Donations | Mgmt | For | For | For | |||||
19 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | |||||
20 | Adoption of New Articles | Mgmt | For | For | For | |||||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Sanwa Holdings Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
5929 | CINS J6858G104 | 06/22/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 Toshitaka Takayama | Mgmt | For | For | For | |||||
4 | Elect Yasushi Takayama | Mgmt | For | For | For | |||||
5 | Elect Hiroatsu Fujisawa | Mgmt | For | For | For | |||||
6 | Elect Hiroyuki Yamazaki | Mgmt | For | For | For | |||||
7 | Elect Meiji Takayama | Mgmt | For | For | For | |||||
8 | Elect Masanaka Yokota | Mgmt | For | For | For | |||||
9 | Adoption of Restricted Stock Plan | Mgmt | For | For | For | |||||
Sap SE | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SAP | CUSIP 803054204 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Allocation of Profits/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 | Appointment of Auditor | Mgmt | For | For | For | |||||
5 | Elect Qi Lu | Mgmt | For | For | For | |||||
6 | Elect Rouven Westphal | Mgmt | For | For | For | |||||
7 | Authority to Issue Convertible Debt Instruments; Increase in Conditional Capital | Mgmt | For | For | For | |||||
8 | Amendment to Corporate Purpose | Mgmt | For | For | For | |||||
9 | Amendments to Articles (SRD II) | Mgmt | For | For | For | |||||
Sap SE | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SAP | CINS D66992104 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Germany | |||||||||
Issue 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/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 | Elect Qi Lu | Mgmt | For | For | For | |||||
11 | Elect Rouven Westphal | Mgmt | For | For | For | |||||
12 | Authority to Issue Convertible Debt Instruments; Increase in Conditional Capital | Mgmt | For | For | For | |||||
13 | Amendment to Corporate Purpose | Mgmt | For | For | For | |||||
14 | Amendments to Articles (SRD II) | Mgmt | For | For | For | |||||
Savills plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SVS | CINS G78283119 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | Mgmt | For | Against | Against | |||||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||||
4 | Elect Nicholas Ferguson | Mgmt | For | For | For | |||||
5 | Elect Mark Ridley | Mgmt | For | For | For | |||||
6 | Elect Timothy G. Freshwater | Mgmt | For | For | For | |||||
7 | Elect Simon Shaw | Mgmt | For | For | For | |||||
8 | Elect Stacey Cartwright | Mgmt | For | For | For | |||||
9 | Elect Florence Tondu-Melique | Mgmt | For | For | For | |||||
10 | Elect Dana G. Roffman | Mgmt | For | For | For | |||||
11 | Elect Philip Lee | Mgmt | For | For | For | |||||
12 | Elect Richard Orders | Mgmt | For | For | For | |||||
13 | Appointment of Auditor | Mgmt | For | For | For | |||||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||||
15 | Approval of Performance Share Plan | 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 | |||||
Sbanken ASA | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SBANK | CINS R7565B108 | 04/22/2021 | Take No Action | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Norway | |||||||||
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 | Election of Presiding Chair | Mgmt | For | TNA | N/A | |||||
7 | Agenda | Mgmt | For | TNA | N/A | |||||
8 | Minutes | Mgmt | For | TNA | N/A | |||||
9 | Accounts and Reports | Mgmt | For | TNA | N/A | |||||
10 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||||
11 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | |||||
12 | Directors' Fees | Mgmt | For | TNA | N/A | |||||
13 | Nomination Committee Fees | Mgmt | For | TNA | N/A | |||||
14 | Remuneration Policy | Mgmt | For | TNA | N/A | |||||
15 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||||
16 | Elect Susanne Munch Thore as Chair | Mgmt | For | TNA | N/A | |||||
17 | Elect Berit Henriksen | Mgmt | For | TNA | N/A | |||||
18 | Elect Oistein Widding | Mgmt | For | TNA | N/A | |||||
19 | Elect Niklas Midby as Chair | Mgmt | For | TNA | N/A | |||||
20 | Elect Mai-Lill Ibsen | Mgmt | For | TNA | N/A | |||||
21 | Elect Ragnhild Wiborg | Mgmt | For | TNA | N/A | |||||
22 | Elect Hermann Korsgaard | Mgmt | For | TNA | N/A | |||||
23 | Authority to Repurchase and Reissue Shares | Mgmt | For | TNA | N/A | |||||
24 | Authority to Issue Hybrid capital instruments (Tier 1) | Mgmt | For | TNA | N/A | |||||
25 | Authority to Issue Subordinated debt (Tier 2) | Mgmt | For | TNA | N/A | |||||
26 | Authority to Issue Senior non-preferred debt (Tier 3) | Mgmt | For | TNA | N/A | |||||
27 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | TNA | N/A | |||||
Sbanken ASA | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SBANK | CINS R7565B108 | 12/16/2020 | Take No Action | |||||||
Meeting Type | Country of Trade | |||||||||
Special | Norway | |||||||||
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 | Agenda | Mgmt | For | TNA | N/A | |||||
7 | Minutes | Mgmt | For | TNA | N/A | |||||
8 | Authority to Distribute Dividends | 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 | |||||
Schneider Electric SE | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SU | CINS F86921107 | 04/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Mix | France | |||||||||
Issue 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 | 2020 Remuneration Report | Mgmt | For | For | For | |||||
12 | 2020 Remuneration of Jean-Pascal Tricoire, Chair and CEO | Mgmt | For | For | For | |||||
13 | 2021 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | |||||
14 | 2021 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||||
15 | Elect Jean-Pascal Tricoire | Mgmt | For | For | For | |||||
16 | Elect Anna Ohlsson-Leijon | Mgmt | For | For | For | |||||
17 | Election of Thierry Jacquet (Employee Shareholder Representatives) | Mgmt | Against | Against | For | |||||
18 | Election of Zennia Csikos (Employee Shareholder Representatives) | Mgmt | Against | Against | For | |||||
19 | Elect Xiaoyun Ma (Employee Shareholder Representatives) | Mgmt | For | For | For | |||||
20 | Election of Malene Kvist Kristensen (Employee Shareholder Representatives) | Mgmt | Against | Against | For | |||||
21 | Authority to Repurchase and Reissue Shares | 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 Issue Shares Through Private Placement | Mgmt | For | For | For | |||||
25 | Greenshoe | Mgmt | For | For | For | |||||
26 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||||
27 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||||
28 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
29 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | |||||
30 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||||
31 | Amendments to Article Regarding Board Powers | Mgmt | For | For | For | |||||
32 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||||
33 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
SCSK Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
9719 | CINS J70081104 | 06/23/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 Masao Tabuchi | Mgmt | For | For | For | |||||
4 | Elect Toru Tanihara | Mgmt | For | For | For | |||||
5 | Elect Koji Tamefusa | Mgmt | For | For | For | |||||
6 | Elect Tetsuya Fukunaga | Mgmt | For | For | For | |||||
7 | Elect Kei Kato | Mgmt | For | For | For | |||||
8 | Elect Bin Haga | Mgmt | For | For | For | |||||
9 | Elect Kiyoto Matsuda | Mgmt | For | For | For | |||||
10 | Elect Tetsuya Kubo | Mgmt | For | For | For | |||||
11 | Elect Yasunori Anzai | Mgmt | For | Against | Against | |||||
12 | Elect Kimitoshi Yabuki | Mgmt | For | For | For | |||||
13 | Elect Masaichi Nakamura | Mgmt | For | For | For | |||||
SGS SA | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SGSN | CINS H7485A108 | 03/23/2021 | Take No Action | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Switzerland | |||||||||
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 Profits/Dividends | Mgmt | For | TNA | N/A | |||||
7 | Elect Calvin Grieder | Mgmt | For | TNA | N/A | |||||
8 | Elect Sami Atiya | Mgmt | For | TNA | N/A | |||||
9 | Elect Paul Desmarais, Jr. | Mgmt | For | TNA | N/A | |||||
10 | Elect Ian Gallienne | Mgmt | For | TNA | N/A | |||||
11 | Elect Shelby R. du Pasquier | Mgmt | For | TNA | N/A | |||||
12 | Elect Kory Sorenson | Mgmt | For | TNA | N/A | |||||
13 | Elect Tobias Hartmann | Mgmt | For | TNA | N/A | |||||
14 | Elect Janet S. Vergis | Mgmt | For | TNA | N/A | |||||
15 | Appoint Calvin Grieder as Board Chair | Mgmt | For | TNA | N/A | |||||
16 | Elect Ian Gallienne as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
17 | Elect Shelby R. du Pasquier as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
18 | Elect Kory Sorenson 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 | Board Compensation | Mgmt | For | TNA | N/A | |||||
22 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | |||||
23 | Executive Compensation (Short-Term Variable) | Mgmt | For | TNA | N/A | |||||
24 | Executive Compensation (Long-Term Variable) | Mgmt | For | TNA | N/A | |||||
25 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | |||||
26 | Increase in Authorised Capital | Mgmt | For | TNA | N/A | |||||
Shenzhou International Group Holdings Limited | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
2313 | CINS G8087W101 | 05/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Cayman Islands | |||||||||
Issue 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 MA Renhe | Mgmt | For | Against | Against | |||||
7 | Elect ZHANG Bingsheng | Mgmt | For | For | For | |||||
8 | Elect LIU Chunhong | Mgmt | For | For | For | |||||
9 | Elect LIU Xinggao | 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 Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | |||||
13 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
14 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | |||||
Shionogi & Co., Ltd. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
4507 | CINS J74229105 | 06/22/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 Isao Teshirogi | Mgmt | For | For | For | |||||
4 | Elect Takuko Sawada | Mgmt | For | For | For | |||||
5 | Elect Keiichi Ando | Mgmt | For | For | For | |||||
6 | Elect Hiroshi Ozaki | Mgmt | For | For | For | |||||
7 | Elect Fumi Takatsuki | Mgmt | For | For | For | |||||
8 | Elect Takaoki Fujiwara as Statutory Auditor | Mgmt | For | For | For | |||||
SIG Combibloc Group AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SIGN | CINS H76406117 | 04/21/2021 | Take No Action | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Switzerland | |||||||||
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 | Mgmt | For | TNA | N/A | |||||
5 | Dividend 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 Colleen A. Goggins | Mgmt | For | TNA | N/A | |||||
13 | Elect Mariel Hoch | Mgmt | For | TNA | N/A | |||||
14 | Elect Matthias Wahren | Mgmt | For | TNA | N/A | |||||
15 | Elect Nigel S. Wright | Mgmt | For | TNA | N/A | |||||
16 | Elect Abdallah Obeikan | Mgmt | For | TNA | N/A | |||||
17 | Elect Martine Snels | Mgmt | For | TNA | N/A | |||||
18 | Appoint Andreas Umbach as Board Chair | Mgmt | For | TNA | N/A | |||||
19 | Elect Wah-Hui Chu as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
20 | Elect Colleen A. Goggins as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
21 | Elect Mariel Hoch as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
22 | Increase in Authorised Capital | Mgmt | For | TNA | N/A | |||||
23 | Amendments to Articles (Removal of Opting-Out Provision) | Mgmt | For | TNA | N/A | |||||
24 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||||
25 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||||
26 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||||
Smith & Nephew plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SN. | CINS G82343164 | 04/14/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
3 | Final Dividend | Mgmt | For | For | For | |||||
4 | Elect Roland Diggelmann | Mgmt | For | For | For | |||||
5 | Elect Erik Engstrom | Mgmt | For | For | For | |||||
6 | Elect Robin Freestone | Mgmt | For | For | For | |||||
7 | Elect John Ma | Mgmt | For | For | For | |||||
8 | Elect Katarzyna Mazur-Hofsaess | Mgmt | For | For | For | |||||
9 | Elect Rick Medlock | Mgmt | For | For | For | |||||
10 | Elect Anne-Francoise Nesmes | Mgmt | For | For | For | |||||
11 | Elect Marc Owen | Mgmt | For | For | For | |||||
12 | Elect Roberto Quarta | Mgmt | For | For | For | |||||
13 | Elect Angie Risley | Mgmt | For | For | For | |||||
14 | Elect Bob White | Mgmt | For | For | For | |||||
15 | Appointment of Auditor | 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 | Adoption of New Articles | Mgmt | For | For | For | |||||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Smurfit Kappa Group Plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SKG | CINS G8248F104 | 02/05/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | Ireland | |||||||||
Issue 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 Migration of Electronic Settlement | Mgmt | For | For | For | |||||
3 | Adoption of New Articles (Migration) | Mgmt | For | For | For | |||||
4 | Authority to Implement the Migration | Mgmt | For | For | For | |||||
Smurfit Kappa Group Plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SKG | CINS G8248F104 | 04/30/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Ireland | |||||||||
Issue 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 (Advisory) | Mgmt | For | For | For | |||||
4 | Remuneration Policy (Binding) | Mgmt | For | For | For | |||||
5 | Final Dividend | Mgmt | For | For | For | |||||
6 | Elect Kaisa Hietala | Mgmt | For | For | For | |||||
7 | Elect Irial Finan | Mgmt | For | For | For | |||||
8 | Elect Anthony Smurfit | Mgmt | For | For | For | |||||
9 | Elect Ken Bowles | Mgmt | For | For | For | |||||
10 | Elect Anne Anderson | Mgmt | For | For | For | |||||
11 | Elect Frits Beurskens | Mgmt | For | For | For | |||||
12 | Elect Carol Fairweather | Mgmt | For | For | For | |||||
13 | Elect James A. Lawrence | Mgmt | For | For | For | |||||
14 | Elect Lourdes Melgar | Mgmt | For | For | For | |||||
15 | Elect John Moloney | Mgmt | For | For | For | |||||
16 | Elect Jorgen Buhl Rasmussen | Mgmt | For | For | For | |||||
17 | Elect Gonzalo Restrepo | 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 | |||||
24 | Amendment to Performance Share Plan | 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 | |||||
Sonova Holding AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SOON | CINS H8024W106 | 06/15/2021 | Take No Action | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Switzerland | |||||||||
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 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | |||||
7 | Elect Robert F. Spoerry as Board Chair | Mgmt | For | TNA | N/A | |||||
8 | Elect Lynn Dorsey Bleil | Mgmt | For | TNA | N/A | |||||
9 | Elect Lukas Braunschweiler | Mgmt | For | TNA | N/A | |||||
10 | Elect Stacy Enxing Seng | Mgmt | For | TNA | N/A | |||||
11 | Elect Ronald van der Vis | Mgmt | For | TNA | N/A | |||||
12 | Elect Jinlong Wang | Mgmt | For | TNA | N/A | |||||
13 | Elect Adrian Widmer | Mgmt | For | TNA | N/A | |||||
14 | Elect Gregory Behar | Mgmt | For | TNA | N/A | |||||
15 | Elect Roland Diggelmann | Mgmt | For | TNA | N/A | |||||
16 | Elect Stacy Enxing Seng as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
17 | Elect Lukas Braunschweiler as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
18 | Elect Roland Diggelmann Nominating and 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 | Board Compensation | Mgmt | For | TNA | N/A | |||||
22 | Executive Compensation | Mgmt | For | TNA | N/A | |||||
23 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | |||||
St. James's Place plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
STJ | CINS G5005D124 | 05/14/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
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 Andrew Croft | Mgmt | For | For | For | |||||
4 | Elect Ian Gascoigne | Mgmt | For | For | For | |||||
5 | Elect Craig Gentle | Mgmt | For | For | For | |||||
6 | Elect Emma Griffin | Mgmt | For | For | For | |||||
7 | Elect Rosemary Hilary | Mgmt | For | For | For | |||||
8 | Elect Simon Jeffreys | Mgmt | For | For | For | |||||
9 | Elect Roger Yates | Mgmt | For | For | For | |||||
10 | Elect Lesley-Ann Nash | Mgmt | For | For | For | |||||
11 | Elect Paul Manduca | Mgmt | For | For | For | |||||
12 | Remuneration Report (Advisory) | 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 Repurchase Shares | Mgmt | For | For | For | |||||
18 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | |||||
Stabilus S.A. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
STM | CINS L8750H104 | 02/10/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Luxembourg | |||||||||
Issue 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 | 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 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||||
7 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||||
8 | Ratification of Management Board Acts (Michael Buchsner) | Mgmt | For | For | For | |||||
9 | Ratification of Management Board Acts (Mark Wilhelms) | Mgmt | For | For | For | |||||
10 | Ratification of Management Board Acts (Markus Schadlich) | Mgmt | For | For | For | |||||
11 | Ratification of Management Board Acts (Andreas Sievers) | Mgmt | For | For | For | |||||
12 | Ratification of Management Board Acts (Andreas Schroder) | Mgmt | For | For | For | |||||
13 | Ratification of Supervisory Board Acts (Stephan Kessel) | Mgmt | For | For | For | |||||
14 | Ratification of Supervisory Board Acts (Joachim Rauhut) | Mgmt | For | For | For | |||||
15 | Ratification of Supervisory Board Acts (Ralf-Michael Fuchs) | Mgmt | For | For | For | |||||
16 | Ratification of Supervisory Board Acts (Dirk Linzmeier) | Mgmt | For | For | For | |||||
17 | Appointment of Auditor | Mgmt | For | For | For | |||||
18 | Remuneration Report | Mgmt | For | Against | Against | |||||
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 | |||||
Tecan Group AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TECN | CINS H84774167 | 04/13/2021 | Take No Action | |||||||
Meeting Type | Country of Trade | |||||||||
Ordinary | Switzerland | |||||||||
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 | Dividend from Reserves | Mgmt | For | TNA | N/A | |||||
6 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | |||||
7 | Elect Lukas Braunschweiler | Mgmt | For | TNA | N/A | |||||
8 | Elect Oliver S. Fetzer | Mgmt | For | TNA | N/A | |||||
9 | Elect Heinrich Fischer | Mgmt | For | TNA | N/A | |||||
10 | Elect Karen Hubscher | Mgmt | For | TNA | N/A | |||||
11 | Elect Christa Kreuzburg | Mgmt | For | TNA | N/A | |||||
12 | Elect Daniel R. Marshak | Mgmt | For | TNA | N/A | |||||
13 | Appoint Lukas Braunschweiler as Board Chair | Mgmt | For | TNA | N/A | |||||
14 | Elect Oliver S. Fetzer as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
15 | Elect Christa Kreuzburg as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
16 | Elect Daniel R. Marshak as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
17 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||||
18 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||||
19 | Compensation Report | Mgmt | For | TNA | N/A | |||||
20 | Board Compensation | Mgmt | For | TNA | N/A | |||||
21 | Executive Compensation | Mgmt | For | TNA | N/A | |||||
TechnoPro Holdings, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
6028 | CINS J82251109 | 09/29/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 | Authority to Reduce Capital Reserve | Mgmt | For | For | For | |||||
4 | Elect Yasuji Nishio | Mgmt | For | For | For | |||||
5 | Elect Gaku Shimaoka | Mgmt | For | For | For | |||||
6 | Elect Koichiro Asai | Mgmt | For | For | For | |||||
7 | Elect Takeshi Yagi | 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 Rumiko Tanabe as Statutory Auditor | Mgmt | For | For | For | |||||
Techtronic Industries Co Ltd | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
669 | CINS Y8563B159 | 05/14/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Hong Kong | |||||||||
Issue 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 Stephan H. Pudwill | Mgmt | For | For | For | |||||
6 | Elect Frank CHAN Chi Chung | Mgmt | For | Against | Against | |||||
7 | Elect Roy CHUNG Chi Ping | Mgmt | For | Against | Against | |||||
8 | Elect Virginia Davis Wilmerding | 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 | |||||
Teleperformance | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TEP | CINS F9120F106 | 04/22/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Mix | France | |||||||||
Issue 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 | 2020 Remuneration Report | Mgmt | For | For | For | |||||
12 | 2020 Remuneration of Daniel Julien, Chair and CEO | Mgmt | For | For | For | |||||
13 | 2020 Remuneration of Olivier Rigaudy, Deputy CEO | Mgmt | For | For | For | |||||
14 | 2021 Remuneration Policy (Board) | Mgmt | For | For | For | |||||
15 | 2021 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | |||||
16 | 2021 Remuneration Policy (Deputy CEO) | Mgmt | For | For | For | |||||
17 | Elect Daniel Julien | Mgmt | For | For | For | |||||
18 | Elect Emily A. Abrera | Mgmt | For | For | For | |||||
19 | Elect Alain Boulet | Mgmt | For | For | For | |||||
20 | Elect Robert Paszczak | Mgmt | For | For | For | |||||
21 | Elect Stephen Winningham | 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 Increase Capital Through Capitalisations | Mgmt | For | For | For | |||||
25 | Amendments to Articles Regarding Related Party Transactions | 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 | |||||
Terumo Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
4543 | CINS J83173104 | 06/22/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 Takayoshi Mimura | Mgmt | For | For | For | |||||
4 | Elect Shinjiro Sato | Mgmt | For | For | For | |||||
5 | Elect Toshiaki Takagi | Mgmt | For | For | For | |||||
6 | Elect Shoji Hatano | Mgmt | For | For | For | |||||
7 | Elect Kyo Nishikawa | Mgmt | For | For | For | |||||
8 | Elect Yukiko Kuroda @ Yukiko Matsumoto | Mgmt | For | For | For | |||||
9 | Elect Hidenori Nishi | Mgmt | For | For | For | |||||
10 | Elect Keiya Ozawa | Mgmt | For | For | For | |||||
11 | Elect Takanori Shibazaki | Mgmt | For | Against | Against | |||||
12 | Elect Masaichi Nakamura | Mgmt | For | For | For | |||||
13 | Elect Soichiro Uno | Mgmt | For | For | For | |||||
14 | Elect Koichi Sakaguchi as Alternate Audit Committee Director | Mgmt | For | For | For | |||||
The Weir Group plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
WEIR | CINS G95248137 | 04/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
3 | Remuneration Policy (Binding) | Mgmt | For | For | For | |||||
4 | Elect Ben Magara | Mgmt | For | For | For | |||||
5 | Elect Srinivasan Venkatakrishnan | Mgmt | For | For | For | |||||
6 | Elect Charles Berry | Mgmt | For | For | For | |||||
7 | Elect Jon Stanton | Mgmt | For | For | For | |||||
8 | Elect John Heasley | Mgmt | For | For | For | |||||
9 | Elect Barbara S. Jeremiah | Mgmt | For | For | For | |||||
10 | Elect Clare M. Chapman | Mgmt | For | For | For | |||||
11 | Elect Engelbert A. Haan | Mgmt | For | For | For | |||||
12 | Elect Mary Jo Jacobi | Mgmt | For | For | For | |||||
13 | Elect Jim McDonald | Mgmt | For | For | For | |||||
14 | Elect Stephen Young | Mgmt | For | For | For | |||||
15 | Appointment of Auditor | 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 | |||||
Tokio Marine Holdings, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
8766 | CINS J86298106 | 06/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 Tsuyoshi Nagano | Mgmt | For | Against | Against | |||||
4 | Elect Satoru Komiya | Mgmt | For | Against | Against | |||||
5 | Elect Takayuki Yuasa | Mgmt | For | For | For | |||||
6 | Elect Akira Harashima | Mgmt | For | For | For | |||||
7 | Elect Kenji Okada | Mgmt | For | For | For | |||||
8 | Elect Yoshinari Endo | Mgmt | For | For | For | |||||
9 | Elect Shinichi Hirose | Mgmt | For | For | For | |||||
10 | Elect Akio Mimura | Mgmt | For | Against | Against | |||||
11 | Elect Masako Egawa | Mgmt | For | For | For | |||||
12 | Elect Takashi Mitachi | Mgmt | For | For | For | |||||
13 | Elect Nobuhiro Endo | Mgmt | For | For | For | |||||
14 | Elect Shinya Katanozaka | Mgmt | For | For | For | |||||
15 | Elect Emi Osono | Mgmt | For | For | For | |||||
16 | Elect Yoichi Moriwaki | Mgmt | For | For | For | |||||
17 | Trust Type Equity Plans | Mgmt | For | For | For | |||||
Total SE | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
FP | CINS F92124100 | 05/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Mix | France | |||||||||
Issue 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 | Elect Patrick Pouyanne | Mgmt | For | For | For | |||||
13 | Elect Anne-Marie Idrac | Mgmt | For | For | For | |||||
14 | Elect Jacques Aschenbroich | Mgmt | For | For | For | |||||
15 | Elect R. Glenn Hubbard | Mgmt | For | For | For | |||||
16 | 2020 Remuneration Report | Mgmt | For | For | For | |||||
17 | 2021 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||||
18 | 2020 Remuneration of Patrick Pouyanne, Chair and CEO | Mgmt | For | For | For | |||||
19 | 2021 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | |||||
20 | Shareholder Approval of Decarbonisation Ambition | Mgmt | For | For | For | |||||
21 | Change of Company Name | Mgmt | For | For | For | |||||
22 | Authority to Issue Performance Shares | Mgmt | For | For | For | |||||
23 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
Toyota Motor Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
7203 | CINS J92676113 | 06/16/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Japan | |||||||||
Issue 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 Takeshi Uchiyamada | Mgmt | For | Against | Against | |||||
3 | Elect Shigeru Hayakawa | Mgmt | For | For | For | |||||
4 | Elect Akio Toyoda | Mgmt | For | Against | Against | |||||
5 | Elect Koji Kobayashi | Mgmt | For | For | For | |||||
6 | Elect James Kuffner | Mgmt | For | For | For | |||||
7 | Elect Kenta Kon | Mgmt | For | Against | Against | |||||
8 | Elect Ikuro Sugawara | Mgmt | For | For | For | |||||
9 | Elect Philip Craven | Mgmt | For | For | For | |||||
10 | Elect Teiko Kudo | Mgmt | For | For | For | |||||
11 | Elect Ryuji Sakai as Alternate Statutory Auditor | Mgmt | For | For | For | |||||
12 | Amendments to Articles | Mgmt | For | For | For | |||||
UBS Group AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
UBSG | CINS H42097107 | 04/08/2021 | Take No Action | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | Switzerland | |||||||||
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 | Ratification of Board and Management Acts (Excluding French Cross-Border Matter) | Mgmt | For | TNA | N/A | |||||
7 | Elect Axel A. Weber as Board Chair | Mgmt | For | TNA | N/A | |||||
8 | Elect Jeremy Anderson | Mgmt | For | TNA | N/A | |||||
9 | Elect William C. Dudley | Mgmt | For | TNA | N/A | |||||
10 | Elect Reto Francioni | Mgmt | For | TNA | N/A | |||||
11 | Elect Fred Zuliu HU | Mgmt | For | TNA | N/A | |||||
12 | Elect Mark Hughes | Mgmt | For | TNA | N/A | |||||
13 | Elect Nathalie Rachou | Mgmt | For | TNA | N/A | |||||
14 | Elect Julie G. Richardson | Mgmt | For | TNA | N/A | |||||
15 | Elect Dieter Wemmer | Mgmt | For | TNA | N/A | |||||
16 | Elect Jeanette Wong | Mgmt | For | TNA | N/A | |||||
17 | Elect Claudia Bockstiegel | Mgmt | For | TNA | N/A | |||||
18 | Elect Patrick Firmenich | Mgmt | For | TNA | N/A | |||||
19 | Elect Julie G. Richardson as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
20 | Elect Reto Francioni as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
21 | Elect Dieter Wemmer as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
22 | Elect Jeanette Wong as Compensation Committee Member | Mgmt | For | TNA | N/A | |||||
23 | Board Compensation | Mgmt | For | TNA | N/A | |||||
24 | Executive Compensation (Variable) | Mgmt | For | TNA | N/A | |||||
25 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | |||||
26 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||||
27 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||||
28 | Appointment of Special Auditor | Mgmt | For | TNA | N/A | |||||
29 | Amendments to Articles | Mgmt | For | TNA | N/A | |||||
30 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | |||||
31 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | |||||
UBS Group AG | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
UBSG | CINS H42097107 | 11/19/2020 | Take No Action | |||||||
Meeting Type | Country of Trade | |||||||||
Special | Switzerland | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||||
2 | Extraordinary Dividend from Reserves | Mgmt | For | TNA | N/A | |||||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||||
Unilever NV | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
UNA | CINS N8981F289 | 09/21/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | Netherlands | |||||||||
Issue 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 Unification | Mgmt | For | For | For | |||||
3 | Unification | Mgmt | For | For | For | |||||
4 | Ratification of Executive Directors' Acts | Mgmt | For | For | For | |||||
5 | Ratification of Non-Executive Directors' Acts | Mgmt | For | For | For | |||||
Unilever plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ULVR | CINS G92087165 | 05/05/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||||
3 | Remuneration Policy (Binding) | Mgmt | For | For | For | |||||
4 | Advisory Vote on Climate Transition Action Plan | Mgmt | For | For | For | |||||
5 | Elect Nils Andersen | Mgmt | For | For | For | |||||
6 | Elect Laura M.L. Cha | Mgmt | For | For | For | |||||
7 | Elect Judith Hartmann | Mgmt | For | For | For | |||||
8 | Elect Alan Jope | Mgmt | For | For | For | |||||
9 | Elect Andrea Jung | Mgmt | For | For | For | |||||
10 | Elect Susan Kilsby | Mgmt | For | For | For | |||||
11 | Elect Strive T. Masiyiwa | Mgmt | For | For | For | |||||
12 | Elect Youngme E. Moon | Mgmt | For | For | For | |||||
13 | Elect Graeme D. Pitkethly | Mgmt | For | For | For | |||||
14 | Elect John Rishton | Mgmt | For | For | For | |||||
15 | Elect Feike Sijbesma | 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 | Approval of Performance Share Plan | 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 Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||||
23 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
24 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | |||||
25 | Adoption of New Articles | Mgmt | For | For | For | |||||
26 | Reduction in Share Premium Account | Mgmt | For | For | For | |||||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||||
Weir Group plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
WEIR | CINS G95248137 | 11/23/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Ordinary | United Kingdom | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Divestiture/Spin-off | Mgmt | For | For | For | |||||
Fund Name : Mid Cap Intrinsic Value Portfolio | ||||||||||
7/1/2020 - 6/30/2021 | ||||||||||
Aercap Holdings N.V. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
AER | CUSIP N00985106 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Accounts and Reports | Mgmt | For | For | For | |||||
2 | Ratification Of Supervisory Board Acts | Mgmt | For | For | For | |||||
3 | Merger/Acquisition | Mgmt | For | For | For | |||||
4 | Elect Aengus Kelly | Mgmt | For | For | For | |||||
5 | Elect Paul Dacier | Mgmt | For | For | For | |||||
6 | Elect Michael G. Walsh | Mgmt | For | For | For | |||||
7 | Elect James A. Lawrence | Mgmt | For | For | For | |||||
8 | Elect Jennifer VanBelle | Mgmt | For | For | For | |||||
9 | Equity Incentive Plan | Mgmt | For | For | For | |||||
10 | Designation of CFO as Person Temporarily Responsible for Management | Mgmt | For | For | For | |||||
11 | Appointment of Auditor | Mgmt | For | For | For | |||||
12 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||||
13 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | |||||
14 | Authority to Issue Shares w/ Preemptive Rights in Connection with Mergers and Acquisitions | Mgmt | For | For | For | |||||
15 | Authority to Suppress Preemptive Rights in Connection with Mergers and Acquisitions | Mgmt | For | For | For | |||||
16 | Authority to Issue Shares w/ Preemptive Rights in Connection with the Transaction | Mgmt | For | For | For | |||||
17 | Authority to Suppress Preemptive Rights in Connection with the Transaction | Mgmt | For | For | For | |||||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
19 | Additional Authority to Repurchase Shares | Mgmt | For | For | For | |||||
20 | Reduction of Capital through Cancellation of Shares | Mgmt | For | For | For | |||||
21 | Bundled Amendments | Mgmt | For | For | For | |||||
Alexion Pharmaceuticals, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ALXN | CUSIP 015351109 | 05/11/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | AstraZeneca Transaction | Mgmt | For | For | For | |||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | |||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | |||||
Amdocs Limited | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
DOX | CUSIP G02602103 | 01/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Robert A. Minicucci | Mgmt | For | For | For | |||||
2 | Elect Adrian Gardner | Mgmt | For | For | For | |||||
3 | Elect James S. Kahan | Mgmt | For | For | For | |||||
4 | Elect Rafael de la Vega | Mgmt | For | For | For | |||||
5 | Elect Giora Yaron | Mgmt | For | For | For | |||||
6 | Elect Eli Gelman | Mgmt | For | For | For | |||||
7 | Elect Richard T.C. LeFave | Mgmt | For | For | For | |||||
8 | Elect John A. MacDonald | Mgmt | For | For | For | |||||
9 | Elect Shuky Sheffer | Mgmt | For | For | For | |||||
10 | Elect Yvette Kanouff | Mgmt | For | For | For | |||||
11 | Increase Quarterly Dividend | Mgmt | For | For | For | |||||
12 | Accounts and Reports | Mgmt | For | For | For | |||||
13 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||||
Aptiv PLC | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
APTV | CUSIP G6095L109 | 04/30/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Nicholas M. Donofrio | Mgmt | For | For | For | |||||
5 | Elect Rajiv L. Gupta | Mgmt | For | For | For | |||||
6 | Elect Joseph L. Hooley | Mgmt | For | For | For | |||||
7 | Elect Merit E. Janow | Mgmt | For | For | For | |||||
8 | Elect Sean O. Mahoney | Mgmt | For | For | For | |||||
9 | Elect Paul M. Meister | Mgmt | For | For | For | |||||
10 | Elect Robert K. Ortberg | Mgmt | For | For | For | |||||
11 | Elect Colin J. Parris | Mgmt | For | For | For | |||||
12 | Elect Ana G. Pinczuk | Mgmt | For | For | For | |||||
13 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Ashland Global Holdings Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ASH | CUSIP 044186104 | 01/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Brendan M. Cummins | Mgmt | For | For | For | |||||
1.2 | Elect William G. Dempsey | Mgmt | For | For | For | |||||
1.3 | Elect Jay V. Ihlenfeld | Mgmt | For | For | For | |||||
1.4 | Elect Wetteny Joseph | Mgmt | For | For | For | |||||
1.5 | Elect Susan L. Main | Mgmt | For | For | For | |||||
1.6 | Elect Guillermo Novo | Mgmt | For | For | For | |||||
1.7 | Elect Jerome A. Peribere | Mgmt | For | For | For | |||||
1.8 | Elect Ricky C. Sandler | Mgmt | For | For | For | |||||
1.9 | Elect Janice J. Teal | 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 2021 Omnibus Incentive Compensation Plan | Mgmt | For | For | For | |||||
BankUnited, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BKU | CUSIP 06652K103 | 05/25/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Sanjiv Sobti | Mgmt | For | For | For | |||||
1.9 | 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 | |||||
BJ's Wholesale Club Holdings, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BJ | CUSIP 05550J101 | 06/17/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Christopher J. Baldwin | Mgmt | For | For | For | |||||
1.2 | Elect Ken Parent | Mgmt | For | For | For | |||||
1.3 | Elect Robert A. Steele | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Carlisle Companies Incorporated | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CSL | CUSIP 142339100 | 05/05/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect James D. Frias | Mgmt | For | For | For | |||||
2 | Elect Maia A. Hansen | Mgmt | For | For | For | |||||
3 | Elect Corrine D. Ricard | Mgmt | For | For | For | |||||
4 | Ratification of Auditor | Mgmt | For | For | For | |||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
CDW Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CDW | CUSIP 12514G108 | 05/20/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Virginia C. 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 Paul J. Finnegan | Mgmt | For | For | For | |||||
5 | Elect Anthony Foxx | 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 | Ratification of Auditor | Mgmt | For | For | For | |||||
13 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||||
14 | Amendment to Certificate of Incorporation to Eliminate Obsolete Competition and Corporate Opportunity Provision | Mgmt | For | For | For | |||||
15 | Approval of the 2021 Long-Term Incentive Plan | Mgmt | For | For | For | |||||
16 | Amendment to the Coworker Stock Purchase Plan | Mgmt | For | For | For | |||||
CenterPoint Energy, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CNP | CUSIP 15189T107 | 04/23/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Leslie D. Biddle | Mgmt | For | For | For | |||||
2 | Elect Milton Carroll | Mgmt | For | For | For | |||||
3 | Elect Wendy Montoya Cloonan | Mgmt | For | For | For | |||||
4 | Elect Earl M. Cummings | Mgmt | For | For | For | |||||
5 | Elect David J. Lesar | Mgmt | For | For | For | |||||
6 | Elect Martin H. Nesbitt | Mgmt | For | For | For | |||||
7 | Elect Theodore F. Pound | Mgmt | For | For | For | |||||
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 | |||||
Chico's FAS, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CHS | CUSIP 168615102 | 06/24/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Molly Langenstein | Mgmt | For | For | For | |||||
5 | Elect John J. Mahoney | Mgmt | For | For | For | |||||
6 | Elect Kevin Mansell | Mgmt | For | For | For | |||||
7 | Elect Kim Roy | Mgmt | For | Against | Against | |||||
8 | Elect David F. Walker | Mgmt | For | For | For | |||||
9 | Elect Stephen E. Watson | Mgmt | For | For | For | |||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
11 | Approval of the 2021 Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
12 | Ratification of Auditor | Mgmt | For | For | For | |||||
Childrens Place Inc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
PLCE | CUSIP 168905107 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Joseph Alutto | Mgmt | For | For | For | |||||
2 | Elect John E. Bachman | Mgmt | For | For | For | |||||
3 | Elect Marla Beck | Mgmt | For | For | For | |||||
4 | Elect Elizabeth J. Boland | Mgmt | For | For | For | |||||
5 | Elect Jane T. Elfers | Mgmt | For | For | For | |||||
6 | Elect Tracey R. Griffin | Mgmt | For | For | For | |||||
7 | Elect Joseph Gromek | Mgmt | For | For | For | |||||
8 | Elect Norman S. Matthews | Mgmt | For | For | For | |||||
9 | Elect Debby Reiner | Mgmt | For | For | For | |||||
10 | Ratification of Auditor | Mgmt | For | For | For | |||||
11 | Amendment to the 2011 Equity Incentive Plan | Mgmt | For | For | For | |||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Ciena Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CIEN | CUSIP 171779309 | 04/01/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Hassan M. Ahmed | Mgmt | For | For | For | |||||
2 | Elect Bruce L. Claflin | Mgmt | For | For | For | |||||
3 | Elect T. Michael Nevens | Mgmt | For | For | For | |||||
4 | Elect Patrick Gallagher | Mgmt | For | For | For | |||||
5 | Amendment to the 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 | |||||
Comerica Incorporated | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CMA | CUSIP 200340107 | 04/27/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Michael E. Collins | Mgmt | For | For | For | |||||
2 | Elect Roger A. Cregg | Mgmt | For | For | For | |||||
3 | Elect T. Kevin DeNicola | Mgmt | For | For | For | |||||
4 | Elect Curtis C. Farmer | Mgmt | For | For | For | |||||
5 | Elect Jacqueline P. Kane | Mgmt | For | For | For | |||||
6 | Elect Richard G. Lindner | Mgmt | For | For | For | |||||
7 | Elect Barbara R. Smith | Mgmt | For | For | For | |||||
8 | Elect Robert S. Taubman | Mgmt | For | For | For | |||||
9 | Elect Reginald M. Turner, Jr. | Mgmt | For | For | For | |||||
10 | Elect Nina G. Vaca | Mgmt | For | For | For | |||||
11 | Elect Michael G. Van de Ven | Mgmt | For | For | For | |||||
12 | Ratification of Auditor | Mgmt | For | For | For | |||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
14 | Amendment to the 2018 Long-Term Incentive Plan | Mgmt | For | For | For | |||||
15 | Approval of the 2021 Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
Conduent Incorporated | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CNDT | CUSIP 206787103 | 05/25/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 | Approval of the 2021 Performance Incentive Plan | Mgmt | For | For | For | |||||
Devon Energy Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
DVN | CUSIP 25179M103 | 06/09/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 | For | For | |||||
1.4 | Elect David A. Hager | 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 Robert A. Mosbacher, Jr. | Mgmt | For | For | For | |||||
1.9 | Elect Richard E. Muncrief | Mgmt | For | For | For | |||||
1.10 | Elect Duane C. Radtke | 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 | |||||
Dollar Tree, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
DLTR | CUSIP 256746108 | 06/10/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Arnold S. Barron | Mgmt | For | For | For | |||||
2 | Elect Gregory M. Bridgeford | Mgmt | For | For | For | |||||
3 | Elect Thomas W. Dickson | Mgmt | For | For | For | |||||
4 | Elect Lemuel E. Lewis | Mgmt | For | For | For | |||||
5 | Elect Jeffrey G. Naylor | Mgmt | For | For | For | |||||
6 | Elect Winnie Park | Mgmt | For | For | For | |||||
7 | Elect Bob Sasser | Mgmt | For | For | For | |||||
8 | Elect Stephanie P. Stahl | Mgmt | For | For | For | |||||
9 | Elect Carrie A. Wheeler | Mgmt | For | For | For | |||||
10 | Elect Thomas E. Whiddon | Mgmt | For | For | For | |||||
11 | Elect Michael A Witynski | Mgmt | For | For | For | |||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
13 | Ratification of Auditor | Mgmt | For | For | For | |||||
14 | Approval of the 2021 Omnibus Incentive Plan | Mgmt | For | For | For | |||||
Dun & Bradstreet Holdings, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
DNB | CUSIP 26484T106 | 06/17/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Anthony M. Jabbour | Mgmt | For | Withhold | Against | |||||
1.2 | Elect Douglas K. Ammerman | Mgmt | For | Withhold | Against | |||||
1.3 | Elect Keith J. Jackson | Mgmt | For | Withhold | Against | |||||
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 | |||||
EOG Resources, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
EOG | CUSIP 26875P101 | 04/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 James C. Day | 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 William R. Thomas | Mgmt | For | For | For | |||||
10 | Ratification of Auditor | Mgmt | For | For | For | |||||
11 | Approval of the 2021 Omnibus Equity Compensation Plan | Mgmt | For | For | For | |||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Evergy, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
EVRG | CUSIP 30034W106 | 05/04/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect David A. Campbell | Mgmt | For | For | For | |||||
2 | Elect Mollie Hale Carter | Mgmt | For | For | For | |||||
3 | Elect Thomas D. Hyde | Mgmt | For | For | For | |||||
4 | Elect B. Anthony Isaac | Mgmt | For | For | For | |||||
5 | Elect Paul Keglevic | Mgmt | For | For | For | |||||
6 | Elect Mary L. Landrieu | Mgmt | For | For | For | |||||
7 | Elect Sandra A.J. Lawrence | Mgmt | For | For | For | |||||
8 | Elect Ann D. Murtlow | Mgmt | For | For | For | |||||
9 | Elect Sandra J. Price | Mgmt | For | For | For | |||||
10 | Elect Mark A. Ruelle | Mgmt | For | For | For | |||||
11 | Elect S. Carl Soderstrom, Jr. | Mgmt | For | For | For | |||||
12 | Elect John A. Stall | Mgmt | For | For | For | |||||
13 | Elect C. John Wilder | Mgmt | For | For | For | |||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
15 | Ratification of Auditor | Mgmt | For | For | For | |||||
General Dynamics Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
GD | CUSIP 369550108 | 05/05/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect James S. Crown | Mgmt | For | For | For | |||||
2 | Elect Rudy F. deLeon | Mgmt | For | For | For | |||||
3 | Elect Cecil D. Haney | Mgmt | For | For | For | |||||
4 | Elect Mark M. Malcolm | Mgmt | For | For | For | |||||
5 | Elect James N. Mattis | Mgmt | For | For | For | |||||
6 | Elect Phebe N. Novakovic | Mgmt | For | For | For | |||||
7 | Elect C. Howard Nye | Mgmt | For | For | For | |||||
8 | Elect Catherine B. Reynolds | Mgmt | For | For | For | |||||
9 | Elect Laura J. Schumacher | Mgmt | For | For | For | |||||
10 | Elect Robert K. Steel | Mgmt | For | For | For | |||||
11 | Elect John G. Stratton | Mgmt | For | For | For | |||||
12 | Elect Peter A. Wall | Mgmt | For | For | For | |||||
13 | Ratification of Auditor | Mgmt | For | For | For | |||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
15 | Shareholder Proposal Regarding Right to Call a Special Meeting | ShrHoldr | Against | Against | For | |||||
Hain Celestial Group Inc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
HAIN | CUSIP 405217100 | 11/24/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 L. Schiller | Mgmt | For | For | For | |||||
6 | Elect Michael B. Sims | Mgmt | For | For | For | |||||
7 | Elect Glenn W. Welling | Mgmt | For | For | For | |||||
8 | Elect Dawn M. Zier | Mgmt | For | For | For | |||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
10 | Ratification of Auditor | Mgmt | For | For | For | |||||
Huntington Bancshares Incorporated | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
HBAN | CUSIP 446150104 | 03/25/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Merger | Mgmt | For | For | For | |||||
2 | Increase in Authorized Common Stock | Mgmt | For | For | For | |||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | |||||
Huntington Bancshares Incorporated | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
HBAN | CUSIP 446150104 | 04/21/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Lizabeth A. Ardisana | Mgmt | For | For | For | |||||
1.2 | Elect Alanna Y. Cotton | Mgmt | For | For | For | |||||
1.3 | Elect Ann B. Crane | Mgmt | For | For | For | |||||
1.4 | Elect Robert S. Cubbin | Mgmt | For | For | For | |||||
1.5 | Elect Steven G. Elliott | Mgmt | For | For | For | |||||
1.6 | Elect Gina D. France | Mgmt | For | For | For | |||||
1.7 | Elect J. Michael Hochschwender | Mgmt | For | For | For | |||||
1.8 | Elect John Chris Inglis | Mgmt | For | For | For | |||||
1.9 | Elect Katherine M.A. Kline | Mgmt | For | For | For | |||||
1.10 | Elect Richard W. Neu | Mgmt | For | For | For | |||||
1.11 | Elect Kenneth J. Phelan | Mgmt | For | For | For | |||||
1.12 | Elect David L. Porteous | Mgmt | For | For | For | |||||
1.13 | Elect Stephen D. Steinour | 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 the 2018 Long-Term Incentive Plan | Mgmt | For | For | For | |||||
Itron, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ITRI | CUSIP 465741106 | 05/13/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Thomas L. Deitrich | Mgmt | For | For | For | |||||
2 | Elect Timothy Leyden | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
4 | Ratification of Auditor | Mgmt | For | For | For | |||||
Johnson Controls International plc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
JCI | CUSIP G51502105 | 03/10/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Juan Pablo del Valle Perochena | Mgmt | For | For | For | |||||
5 | Elect W. Roy Dunbar | Mgmt | For | For | For | |||||
6 | Elect Gretchen R. Haggerty | 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 R. David Yost | Mgmt | For | For | For | |||||
12 | Elect John D. Young | 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 Repurchase Shares | Mgmt | For | For | For | |||||
16 | Authorize Price Range at which the Company Can Re-Allot Treasury Shares | Mgmt | For | For | For | |||||
17 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
18 | Approval of 2021 Equity and Incentive 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 | |||||
KAR Auction Services, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
KAR | CUSIP 48238T109 | 06/04/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Mary Ellen Smith | Mgmt | For | For | For | |||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
10 | Amendment to the 2009 Omnibus Stock and Incentive Plan | Mgmt | For | For | For | |||||
11 | Ratification of Auditor | Mgmt | For | For | For | |||||
Lions Gate Entertainment Corp. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
LGF | CUSIP 535919203 | 09/15/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Michael R. Burns | Mgmt | For | For | For | |||||
2 | Elect Mignon L. Clyburn | Mgmt | For | For | For | |||||
3 | Elect Gordon Crawford | Mgmt | For | For | For | |||||
4 | Elect Jon Feltheimer | Mgmt | For | For | For | |||||
5 | Elect Emily Fine | Mgmt | For | Against | Against | |||||
6 | Elect Michael T. Fries | Mgmt | For | Against | Against | |||||
7 | Elect Susan McCaw | Mgmt | For | For | For | |||||
8 | Elect Yvette Ostolaza | Mgmt | For | Against | Against | |||||
9 | Elect Mark H. Rachesky | Mgmt | For | For | For | |||||
10 | Elect Daniel E. Sanchez | Mgmt | For | For | For | |||||
11 | Elect Daryl Simm | Mgmt | For | Against | Against | |||||
12 | Elect Hardwick Simmons | Mgmt | For | For | For | |||||
13 | Elect David M. Zaslav | Mgmt | For | Against | Against | |||||
14 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
16 | Amendment to the 2019 Performance Incentive Plan | Mgmt | For | For | For | |||||
M&T Bank Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MTB | CUSIP 55261F104 | 05/25/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Increase in Preferred Stock | Mgmt | For | For | For | |||||
2 | People's United Transaction | Mgmt | For | For | For | |||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | |||||
MEDNAX, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MD | CUSIP 58502B106 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Karey D. Barker | Mgmt | For | For | For | |||||
1.2 | Elect Waldemar A. Carlo | Mgmt | For | For | For | |||||
1.3 | Elect Paul G. Gabos | Mgmt | For | For | For | |||||
1.4 | Elect Manuel Kadre | Mgmt | For | For | For | |||||
1.5 | Elect Thomas A. McEachin | Mgmt | For | For | For | |||||
1.6 | Elect Roger J. Medel | Mgmt | For | For | For | |||||
1.7 | Elect Mark S. Ordan | Mgmt | For | For | For | |||||
1.8 | Elect Michael A. Rucker | Mgmt | For | For | For | |||||
1.9 | Elect Guy P. Sansone | Mgmt | For | For | For | |||||
1.10 | Elect John M. Starcher, Jr. | Mgmt | For | For | For | |||||
1.11 | Elect Shirley A. Weis | Mgmt | For | For | For | |||||
2 | Amendment to the 2008 Incentive Compensation Plan | Mgmt | For | For | For | |||||
3 | Amendment to the 1996 Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
4 | Ratification of Auditor | Mgmt | For | For | For | |||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
MEDNAX, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MD | CUSIP 58502B106 | 09/09/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Karey D. Barker | Mgmt | For | For | For | |||||
1.2 | Elect Waldemar A. Carlo | Mgmt | For | For | For | |||||
1.3 | Elect Paul G. Gabos | Mgmt | For | For | For | |||||
1.4 | Elect Manuel Kadre | Mgmt | For | For | For | |||||
1.5 | Elect Thomas A. McEachin | Mgmt | For | For | For | |||||
1.6 | Elect Roger J. Medel | Mgmt | For | For | For | |||||
1.7 | Elect Mark S. Ordan | Mgmt | For | For | For | |||||
1.8 | Elect Michael A. Rucker | Mgmt | For | For | For | |||||
1.9 | Elect Guy P. Sansone | Mgmt | For | For | For | |||||
1.10 | Elect John M. Starcher, Jr. | Mgmt | For | For | For | |||||
1.11 | Elect Shirley A. Weis | Mgmt | For | For | For | |||||
2 | Company Name Change | Mgmt | For | For | For | |||||
3 | Company's Subsidiary Name Change | Mgmt | For | For | For | |||||
4 | Ratification of Auditor | Mgmt | For | For | For | |||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
MGM Resorts International | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MGM | CUSIP 552953101 | 05/05/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Barry Diller | Mgmt | For | For | For | |||||
2 | Elect William W. Grounds | Mgmt | For | For | For | |||||
3 | Elect Alexis M. Herman | Mgmt | For | For | For | |||||
4 | Elect William Joseph Hornbuckle | Mgmt | For | For | For | |||||
5 | Elect Mary Chris Jammet | Mgmt | For | For | For | |||||
6 | Elect John Kilroy | Mgmt | For | Against | Against | |||||
7 | Elect Joey Levin | Mgmt | For | For | For | |||||
8 | Elect Rose McKinney-James | Mgmt | For | For | For | |||||
9 | Elect Keith A. Meister | Mgmt | For | For | For | |||||
10 | Elect Paul J. Salem | Mgmt | For | For | For | |||||
11 | Elect Gregory M. Spierkel | Mgmt | For | For | For | |||||
12 | Elect Jan G. Swartz | Mgmt | For | For | For | |||||
13 | Elect Daniel J. Taylor | Mgmt | For | For | For | |||||
14 | Ratification of Auditor | Mgmt | For | For | For | |||||
15 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
16 | Authorization of Preferred Stock | Mgmt | For | Against | Against | |||||
Molina Healthcare, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MOH | CUSIP 60855R100 | 05/06/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Daniel Cooperman | Mgmt | For | For | For | |||||
2 | Elect Stephen H. Lockhart | Mgmt | For | For | For | |||||
3 | Elect Richard M. Schapiro | Mgmt | For | For | For | |||||
4 | Elect Ronna E. Romney | Mgmt | For | For | For | |||||
5 | Elect Dale Wolf | Mgmt | For | For | For | |||||
6 | Elect Joseph M. Zubretsky | Mgmt | For | For | For | |||||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
8 | Ratification of Auditor | Mgmt | For | For | For | |||||
Molson Coors Beverage Company | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TAP | CUSIP 60871R209 | 05/26/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 | 05/18/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Durban | Mgmt | For | For | For | |||||
4 | Elect Clayton M. Jones | Mgmt | For | For | For | |||||
5 | Elect Judy C. Lewent | Mgmt | For | For | For | |||||
6 | Elect Gregory K. Mondre | Mgmt | For | For | For | |||||
7 | Elect Joseph M. Tucci | Mgmt | For | For | For | |||||
8 | Ratification of Auditor | Mgmt | For | For | For | |||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Nuance Communications, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
NUAN | CUSIP 67020Y100 | 02/02/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Mark D. Benjamin | Mgmt | For | For | For | |||||
1.2 | Elect Daniel Brennan | Mgmt | For | For | For | |||||
1.3 | Elect Lloyd A. Carney | Mgmt | For | For | For | |||||
1.4 | Elect Thomas D. Ebling | Mgmt | For | For | For | |||||
1.5 | Elect Robert J. Finocchio | Mgmt | For | For | For | |||||
1.6 | Elect Laura S. Kaiser | Mgmt | For | For | For | |||||
1.7 | Elect Michal Katz | Mgmt | For | For | For | |||||
1.8 | Elect Mark R. Laret | Mgmt | For | For | For | |||||
1.9 | Elect Sanjay Vaswani | 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 Right to Act by Written Consent | ShrHoldr | Against | Against | For | |||||
Nuance Communications, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
NUAN | CUSIP 67020Y100 | 06/15/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Merger | Mgmt | For | For | For | |||||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | |||||
NXP Semiconductors N.V. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
NXPI | CUSIP N6596X109 | 05/26/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Peter L. Bonfield | Mgmt | For | For | For | |||||
5 | Elect Annette K. Clayton | Mgmt | For | For | For | |||||
6 | Elect Anthony Foxx | Mgmt | For | For | For | |||||
7 | Elect Kenneth A. Goldman | Mgmt | For | For | For | |||||
8 | Elect Josef Kaeser | Mgmt | For | For | For | |||||
9 | Elect Lena Olving | Mgmt | For | For | For | |||||
10 | Elect Peter Smitham | Mgmt | For | For | For | |||||
11 | Elect Julie Southern | Mgmt | For | For | For | |||||
12 | Elect Jasmin Staiblin | Mgmt | For | For | For | |||||
13 | Elect Gregory L. Summe | Mgmt | For | For | For | |||||
14 | Elect Karl-Henrik Sundstrom | 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 Cancel Repurchased Shares | Mgmt | For | For | For | |||||
19 | Directors' Fees | Mgmt | For | For | For | |||||
20 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Oge Energy Corp. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
OGE | CUSIP 670837103 | 05/20/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Luke R. Corbett | 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 | Permit Shareholders to Act by Written Consent | Mgmt | For | For | For | |||||
14 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||||
ONEOK, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
OKE | CUSIP 682680103 | 05/26/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Brian L. Derksen | Mgmt | For | For | For | |||||
2 | Elect Julie H. Edwards | Mgmt | For | For | For | |||||
3 | Elect John W. Gibson | Mgmt | For | For | For | |||||
4 | Elect Mark W. Helderman | Mgmt | For | For | For | |||||
5 | Elect Randall J. Larson | Mgmt | For | For | For | |||||
6 | Elect Steven J. Malcolm | Mgmt | For | For | For | |||||
7 | Elect Jim W. Mogg | Mgmt | For | For | For | |||||
8 | Elect Pattye L. Moore | Mgmt | For | For | For | |||||
9 | Elect Eduardo A. Rodriguez | Mgmt | For | For | For | |||||
10 | Elect Gerald B. Smith | Mgmt | For | For | For | |||||
11 | Elect Terry K. Spencer | Mgmt | For | For | For | |||||
12 | Ratification of Auditor | Mgmt | For | For | For | |||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Perspecta Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
PRSP | CUSIP 715347100 | 05/05/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | United States | |||||||||
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 | |||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | |||||
Perspecta Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
PRSP | CUSIP 715347100 | 08/05/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Sanju K. Bansal | Mgmt | For | For | For | |||||
2 | Elect Sondra L. Barbour | Mgmt | For | For | For | |||||
3 | Elect John M. Curtis | Mgmt | For | For | For | |||||
4 | Elect Lisa S. Disbrow | Mgmt | For | For | For | |||||
5 | Elect Glenn A. Eisenberg | Mgmt | For | For | For | |||||
6 | Elect Pamela O. Kimmet | Mgmt | For | For | For | |||||
7 | Elect Ramzi M. Musallam | Mgmt | For | Against | Against | |||||
8 | Elect Philip O. Nolan | Mgmt | For | For | For | |||||
9 | Elect Betty J. Sapp | Mgmt | For | For | For | |||||
10 | Elect Michael E. Ventling | Mgmt | For | For | For | |||||
11 | Ratification of Auditor | Mgmt | For | For | For | |||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
13 | Approval of the Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
Phillips 66 | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
PSX | CUSIP 718546104 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Julie L. Bushman | Mgmt | For | For | For | |||||
2 | Elect Lisa Davis | Mgmt | For | For | For | |||||
3 | Repeal of Classified Board | Mgmt | For | For | For | |||||
4 | Ratification of Auditor | Mgmt | For | For | For | |||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
6 | Shareholder Proposal Regarding Greenhouse Gas Reduction Targets | ShrHoldr | Against | For | Against | |||||
7 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Against | For | Against | |||||
Regency Centers Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
REG | CUSIP 758849103 | 05/05/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Martin E. Stein, Jr. | Mgmt | For | For | For | |||||
2 | Elect Joseph F. Azrack | Mgmt | For | For | For | |||||
3 | Elect Bryce Blair | Mgmt | For | For | For | |||||
4 | Elect C. Ronald Blankenship | 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 Klein | Mgmt | For | For | For | |||||
8 | Elect Peter 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 Thomas G. Wattles | Mgmt | For | For | For | |||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
13 | Ratification of Auditor | Mgmt | For | For | For | |||||
Skyworks Solutions, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SWKS | CUSIP 83088M102 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Timothy R. Furey | Mgmt | For | For | For | |||||
4 | Elect Liam K. Griffin | Mgmt | For | For | For | |||||
5 | Elect Christine King | Mgmt | For | For | For | |||||
6 | Elect David P. McGlade | Mgmt | For | For | For | |||||
7 | Elect Robert A. Schriesheim | Mgmt | For | For | For | |||||
8 | Elect Kimberly S. Stevenson | Mgmt | For | For | For | |||||
9 | Ratification of Auditor | Mgmt | For | For | For | |||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
11 | Amendment to the 2015 Long-Term Incentive Plan | Mgmt | For | For | For | |||||
12 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | N/A | For | N/A | |||||
Stanley Black & Decker, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SWK | CUSIP 854502101 | 05/10/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Andrea J. Ayers | Mgmt | For | For | For | |||||
2 | Elect George W. Buckley | Mgmt | For | For | For | |||||
3 | Elect Patrick D. Campbell | Mgmt | For | For | For | |||||
4 | Elect Carlos M. Cardoso | Mgmt | For | For | For | |||||
5 | Elect Robert B. Coutts | Mgmt | For | For | For | |||||
6 | Elect Debra A. Crew | Mgmt | For | For | For | |||||
7 | Elect Michael D. Hankin | Mgmt | For | For | For | |||||
8 | Elect James M. Loree | Mgmt | For | For | For | |||||
9 | Elect Jane M. Palmieri | Mgmt | For | For | For | |||||
10 | Elect Mojdeh Poul | Mgmt | For | For | For | |||||
11 | Elect Dmitri L. Stockton | Mgmt | For | For | For | |||||
12 | Elect Irving Tan | Mgmt | For | For | For | |||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
14 | Ratification of Auditor | Mgmt | For | For | For | |||||
15 | Permit Shareholders to Act by Written Consent | Mgmt | For | For | For | |||||
16 | Elimination of CBCA Supermajority Requirements | Mgmt | For | For | For | |||||
17 | Elimination of Business Combination Supermajority Requirements | Mgmt | For | For | For | |||||
18 | Adoption of Majority Vote for Election of Directors | Mgmt | For | For | For | |||||
Starwood Property Trust, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
STWD | CUSIP 85571B105 | 04/27/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Solomon J. Kumin | Mgmt | For | For | For | |||||
1.5 | Elect Frederick P. Perpall | Mgmt | For | For | For | |||||
1.6 | Elect Fred S. Ridley | Mgmt | For | For | For | |||||
1.7 | Elect Barry S. Sternlicht | Mgmt | For | For | For | |||||
1.8 | Elect Strauss Zelnick | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
The AES Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
AES | CUSIP 00130H105 | 04/22/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 James H. Miller | Mgmt | For | For | For | |||||
7 | Elect Alain Monie | Mgmt | For | For | For | |||||
8 | Elect John B. Morse, Jr. | Mgmt | For | For | For | |||||
9 | Elect Moises Naim | Mgmt | For | For | For | |||||
10 | Elect Teresa M. Sebastian | 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 Shareholder Approval of Bylaw or Charter Amendments | ShrHoldr | Against | Against | For | |||||
The Williams Companies, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
WMB | CUSIP 969457100 | 04/27/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Nancy K. Buese | Mgmt | For | For | For | |||||
4 | Elect Stephen I. Chazen | Mgmt | For | For | For | |||||
5 | Elect Charles I. Cogut | Mgmt | For | For | For | |||||
6 | Elect Michael A. Creel | Mgmt | For | For | For | |||||
7 | Elect Stacey H. Dore | Mgmt | For | For | For | |||||
8 | Elect Vicki L. Fuller | Mgmt | For | For | For | |||||
9 | Elect Peter A. Ragauss | Mgmt | For | For | For | |||||
10 | Elect Rose M. Robeson | Mgmt | For | For | For | |||||
11 | Elect Scott D. Sheffield | Mgmt | For | For | For | |||||
12 | Elect Murray D. Smith | Mgmt | For | For | For | |||||
13 | Elect William H. Spence | Mgmt | For | For | For | |||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
15 | Ratification of Auditor | Mgmt | For | For | For | |||||
Travel+Leisure Co | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TNL | CUSIP 98310W108 | 05/13/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Denny Marie Post | Mgmt | For | For | For | |||||
1.7 | Elect Ronald L. Rickles | Mgmt | For | For | For | |||||
1.8 | Elect Michael H. Wargotz | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
TreeHouse Foods, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
THS | CUSIP 89469A104 | 04/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Ashley Buchanan | Mgmt | For | For | For | |||||
2 | Elect Steven Oakland | Mgmt | For | For | For | |||||
3 | Elect Jill A. Rahman | Mgmt | For | For | For | |||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
5 | Ratification of Auditor | Mgmt | For | For | For | |||||
Truist Financial Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TFC | CUSIP 89832Q109 | 04/27/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Paul R. Garcia | Mgmt | For | For | For | |||||
8 | Elect Patrick C. Graney III | Mgmt | For | For | For | |||||
9 | Elect Linnie M. Haynesworth | Mgmt | For | For | For | |||||
10 | Elect Kelly S. King | Mgmt | For | For | For | |||||
11 | Elect Easter Maynard | Mgmt | For | For | For | |||||
12 | Elect Donna S. Morea | Mgmt | For | For | For | |||||
13 | Elect Charles A. Patton | Mgmt | For | For | For | |||||
14 | Elect Nido R. Qubein | Mgmt | For | For | For | |||||
15 | Elect David M. Ratcliffe | Mgmt | For | For | For | |||||
16 | Elect William H. Rogers, Jr. | Mgmt | For | For | For | |||||
17 | Elect Frank P. Scruggs, Jr. | Mgmt | For | For | For | |||||
18 | Elect Christine Sears | Mgmt | For | For | For | |||||
19 | Elect Thomas E. Skains | Mgmt | For | For | For | |||||
20 | Elect Bruce L. Tanner | Mgmt | For | For | For | |||||
21 | Elect Thomas N. Thompson | Mgmt | For | For | For | |||||
22 | Elect Steven C. Voorhees | Mgmt | For | For | For | |||||
23 | Ratification of Auditor | Mgmt | For | For | For | |||||
24 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Valmont Industries, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
VMI | CUSIP 920253101 | 04/27/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Daniel P. Neary | Mgmt | For | For | For | |||||
1.2 | Elect Theo Freye | Mgmt | For | For | For | |||||
1.3 | Elect Stephen G. Kaniewski | Mgmt | For | For | For | |||||
1.4 | Elect Joan Robinson-Berry | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
Vistra Corp. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
VST | CUSIP 92840M102 | 04/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Scott B. Helm | Mgmt | For | For | For | |||||
2 | Elect Hillary 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 Lisa Crutchfield | Mgmt | For | For | For | |||||
7 | Elect Brian K. Ferraioli | Mgmt | For | For | For | |||||
8 | Elect Jeff D. Hunter | Mgmt | For | For | For | |||||
9 | Elect Curtis A. Morgan | Mgmt | For | For | For | |||||
10 | Elect John R. Sult | Mgmt | For | For | For | |||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
12 | Ratification of Auditor | Mgmt | For | For | For | |||||
Western Digital Corp. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
WDC | CUSIP 958102105 | 11/18/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Kimberly E. Alexy | Mgmt | For | Against | Against | |||||
2 | Elect Martin I. Cole | Mgmt | For | For | For | |||||
3 | Elect Kathleen A. Cote | Mgmt | For | For | For | |||||
4 | Elect Tunc Doluca | Mgmt | For | For | For | |||||
5 | Elect David V. Goeckeler | Mgmt | For | For | For | |||||
6 | Elect Matthew E. Massengill | Mgmt | For | For | For | |||||
7 | Elect Paula A. Price | Mgmt | For | For | For | |||||
8 | Elect Stephanie A. Streeter | Mgmt | For | For | For | |||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
10 | Amendment to the 2017 Performance Incentive Plan | Mgmt | For | For | For | |||||
11 | Ratification of Auditor | Mgmt | For | For | For | |||||
Zimmer Biomet Holdings, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ZBH | CUSIP 98956P102 | 05/14/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 | Amendment to the 2009 Stock Incentive Plan | Mgmt | For | For | For | |||||
14 | Amendment to the Stock Plan for Non-Employee Directors | Mgmt | For | For | For | |||||
15 | Amendment to the Directors' Deferred Compensation Plan | Mgmt | For | For | For | |||||
16 | Permit Shareholders to Call a Special Meeting | Mgmt | For | For | For | |||||
Fund Name : Mid Cap Growth Portfolio | ||||||||||
7/1/2020 - 6/3/2021 | ||||||||||
Align Technology, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ALGN | CUSIP 016255101 | 05/19/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Greg J. Santora | Mgmt | For | For | For | |||||
9 | Elect Susan E. Siegel | Mgmt | For | For | For | |||||
10 | Elect Warren S. Thaler | Mgmt | For | For | For | |||||
11 | Ratification of Auditor | Mgmt | For | For | For | |||||
12 | Exclusive Forum Provision | Mgmt | For | Against | Against | |||||
13 | Amendment to the 2010 Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Allegiant Travel Company | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ALGT | CUSIP 01748X102 | 06/23/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Maurice J. Gallagher, Jr. | Mgmt | For | For | For | |||||
2 | Elect Montie Brewer | Mgmt | For | For | For | |||||
3 | Elect Gary Ellmer | Mgmt | For | For | For | |||||
4 | Elect Ponder Harrison | Mgmt | For | For | For | |||||
5 | Elect Linda A. Marvin | Mgmt | For | For | For | |||||
6 | Elect Charles W. Pollard | Mgmt | For | For | For | |||||
7 | Elect John T. Redmond | Mgmt | For | For | For | |||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
9 | Ratification of Auditor | Mgmt | For | For | For | |||||
10 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||||
AMETEK, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
AME | CUSIP 031100100 | 05/06/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Tod E. Carpenter | Mgmt | For | For | For | |||||
2 | Elect Karleen M. Oberton | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
4 | Ratification of Auditor | Mgmt | For | For | For | |||||
Amphenol Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
APH | CUSIP 032095101 | 05/19/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Stanley L. Clark | Mgmt | For | For | For | |||||
2 | Elect John D. Craig | Mgmt | For | For | For | |||||
3 | Elect David P. Falck | Mgmt | For | For | For | |||||
4 | Elect Edward G. Jepsen | Mgmt | For | For | For | |||||
5 | Elect Rita S. Lane | Mgmt | For | For | For | |||||
6 | Elect Robert A. Livingston | Mgmt | For | For | For | |||||
7 | Elect Martin H. Loeffler | Mgmt | For | For | For | |||||
8 | Elect R. Adam Norwitt | 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 | Amendment to the 2017 Stock Option Plan | Mgmt | For | For | For | |||||
13 | Increase in Authorized Common Stock | Mgmt | For | For | For | |||||
14 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | ShrHoldr | Against | Against | For | |||||
Aptiv PLC | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
APTV | CUSIP G6095L109 | 04/30/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Nicholas M. Donofrio | Mgmt | For | For | For | |||||
5 | Elect Rajiv L. Gupta | Mgmt | For | For | For | |||||
6 | Elect Joseph L. Hooley | Mgmt | For | For | For | |||||
7 | Elect Merit E. Janow | Mgmt | For | For | For | |||||
8 | Elect Sean O. Mahoney | Mgmt | For | For | For | |||||
9 | Elect Paul M. Meister | Mgmt | For | For | For | |||||
10 | Elect Robert K. Ortberg | Mgmt | For | For | For | |||||
11 | Elect Colin J. Parris | Mgmt | For | For | For | |||||
12 | Elect Ana G. Pinczuk | Mgmt | For | For | For | |||||
13 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Ascendis Pharma A/S | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ASND | CUSIP 04351P101 | 05/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Election of Presiding Chair | Mgmt | For | For | For | |||||
2 | Presentation of Accounts and Reports | Mgmt | For | For | For | |||||
3 | Accounts and Reports; Ratification of Board and Management Acts | Mgmt | For | For | For | |||||
4 | Allocation of Loss | Mgmt | For | For | For | |||||
5 | Elect James I. Healy | Mgmt | For | Against | Against | |||||
6 | Elect Jan Moller Mikkelsen | Mgmt | For | For | For | |||||
7 | Elect Lisa Bright Morrison | Mgmt | For | For | For | |||||
8 | Appointment of Auditor | Mgmt | For | For | For | |||||
9 | Authority to Issue share w/o Preemptive Rights | Mgmt | For | For | For | |||||
10 | Authority to Issue Warrants w/o Preemptive Rights Pursuant to LTI | Mgmt | For | For | For | |||||
11 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
Avalara, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
AVLR | CUSIP 05338G106 | 06/03/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Marion R. Foote | Mgmt | For | For | For | |||||
1.2 | Elect Rajeev Singh | Mgmt | For | For | For | |||||
1.3 | Elect Kathleen Zwickert | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
Avantor, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
AVTR | CUSIP 05352A100 | 05/13/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Matthew Holt | Mgmt | For | For | For | |||||
2 | Elect Christi Shaw | Mgmt | For | For | For | |||||
3 | Elect Michael Severino | Mgmt | For | For | For | |||||
4 | Elect Gregory L. Summe | Mgmt | For | For | For | |||||
5 | Permit Shareholders to Call a Special Meeting | 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 | |||||
Axon Enterprise, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
AXON | CUSIP 05464C101 | 05/27/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Richard H. Carmona | Mgmt | For | Withhold | Against | |||||
1.2 | Elect Julie Cullivan | Mgmt | For | For | For | |||||
1.3 | Elect Caitlin Kalinowski | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
4 | Board Size | Mgmt | For | For | For | |||||
5 | Shareholder Proposal Regarding Majority Vote for Election of Directors | ShrHoldr | Against | For | Against | |||||
Ball Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BLL | CUSIP 058498106 | 04/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect John A. Bryant | Mgmt | For | For | For | |||||
1.2 | Elect Michael J. Cave | Mgmt | For | For | For | |||||
1.3 | Elect Daniel W. Fisher | Mgmt | For | For | For | |||||
1.4 | Elect Pedro Henrique Mariani | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Best Buy Co., Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BBY | CUSIP 086516101 | 06/16/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Corie S. Barry | Mgmt | For | For | For | |||||
2 | Elect Lisa M. Caputo | Mgmt | For | For | For | |||||
3 | Elect J. Patrick Doyle | Mgmt | For | For | For | |||||
4 | Elect David W. Kenny | Mgmt | For | For | For | |||||
5 | Elect Mario J. Marte | Mgmt | For | For | For | |||||
6 | Elect Karen A. McLoughlin | Mgmt | For | For | For | |||||
7 | Elect Thomas L. Millner | Mgmt | For | For | For | |||||
8 | Elect Claudia Fan Munce | Mgmt | For | For | For | |||||
9 | Elect Richelle P. Parham | Mgmt | For | For | For | |||||
10 | Elect Steven E. Rendle | Mgmt | For | For | For | |||||
11 | Elect Eugene A. Woods | Mgmt | For | For | For | |||||
12 | Ratification of Auditor | Mgmt | For | For | For | |||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
14 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | Against | For | |||||
Bio-Rad Laboratories, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BIO | CUSIP 090572207 | 04/27/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 | |||||
BJ's Wholesale Club Holdings, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BJ | CUSIP 05550J101 | 06/17/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Christopher J. Baldwin | Mgmt | For | For | For | |||||
1.2 | Elect Ken Parent | Mgmt | For | For | For | |||||
1.3 | Elect Robert A. Steele | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Booz Allen Hamilton Holding Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BAH | CUSIP 099502106 | 07/29/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Ralph W. Shrader | Mgmt | For | For | For | |||||
2 | Elect Joan L. Amble | Mgmt | For | For | For | |||||
3 | Elect Michele A. Flournoy | Mgmt | For | For | For | |||||
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 | |||||
Boston Beer Company, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SAM | CUSIP 100557107 | 05/19/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Meghan V. Joyce | Mgmt | For | For | For | |||||
1.2 | Elect Michael Spillane | Mgmt | For | For | For | |||||
1.3 | Elect Jean-Michel Valette | Mgmt | For | Withhold | Against | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Burlington Stores, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
BURL | CUSIP 122017106 | 05/19/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Michael Goodwin | Mgmt | For | For | For | |||||
2 | Elect William P. McNamara | Mgmt | For | For | For | |||||
3 | Elect Michael O'Sullivan | Mgmt | For | For | For | |||||
4 | Elect Jessica Rodriguez | Mgmt | For | For | For | |||||
5 | Ratification of Auditor | Mgmt | For | For | For | |||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
7 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | |||||
CarMax, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
KMX | CUSIP 143130102 | 06/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Peter J. Bensen | Mgmt | For | For | For | |||||
2 | Elect Ronald E. Blaylock | Mgmt | For | For | For | |||||
3 | Elect Sona Chawla | Mgmt | For | For | For | |||||
4 | Elect Thomas J. Folliard | Mgmt | For | For | For | |||||
5 | Elect Shira D. Goodman | Mgmt | For | For | For | |||||
6 | Elect Robert J. Hombach | Mgmt | For | For | For | |||||
7 | Elect David W. McCreight | Mgmt | For | For | For | |||||
8 | Elect William D. Nash | Mgmt | For | For | For | |||||
9 | Elect Mark F. O'Neil | Mgmt | For | For | For | |||||
10 | Elect Pietro Satriano | Mgmt | For | For | For | |||||
11 | Elect Marcella Shinder | Mgmt | For | For | For | |||||
12 | Elect Mitchell D. Steenrod | Mgmt | For | For | For | |||||
13 | Ratification of Auditor | Mgmt | For | For | For | |||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
15 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | For | Against | |||||
Catalent Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CTLT | CUSIP 148806102 | 10/29/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Madhavan Balachandran | Mgmt | For | For | For | |||||
2 | Elect J. Martin Carroll | Mgmt | For | For | For | |||||
3 | Elect Rolf Classon | Mgmt | For | For | For | |||||
4 | Elect John J. Greisch | Mgmt | For | For | For | |||||
5 | Elect Christa Kreuzburg | Mgmt | For | For | For | |||||
6 | Elect Gregory T. Lucier | Mgmt | For | For | For | |||||
7 | Ratification of Auditor | Mgmt | For | For | For | |||||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
CDW Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CDW | CUSIP 12514G108 | 05/20/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Virginia C. 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 Paul J. Finnegan | Mgmt | For | For | For | |||||
5 | Elect Anthony Foxx | 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 | Ratification of Auditor | Mgmt | For | For | For | |||||
13 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||||
14 | Amendment to Certificate of Incorporation to Eliminate Obsolete Competition and Corporate Opportunity Provision | Mgmt | For | For | For | |||||
15 | Approval of the 2021 Long-Term Incentive Plan | Mgmt | For | For | For | |||||
16 | Amendment to the Coworker Stock Purchase Plan | Mgmt | For | For | For | |||||
Chegg, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CHGG | CUSIP 163092109 | 06/02/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Marne Levine | Mgmt | For | For | For | |||||
1.2 | Elect Richard Sarnoff | Mgmt | For | For | For | |||||
1.3 | Elect Paul LeBlanc | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
Chipotle Mexican Grill, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CMG | CUSIP 169656105 | 05/18/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Albert S. Baldocchi | Mgmt | For | For | For | |||||
1.2 | Elect Matthew Carey | Mgmt | For | For | For | |||||
1.3 | Elect Gregg L. Engles | Mgmt | For | For | For | |||||
1.4 | Elect Patricia D. Fili-Krushel | Mgmt | For | For | For | |||||
1.5 | Elect Neil Flanzraich | Mgmt | For | For | For | |||||
1.6 | Elect Mauricio Gutierrez | Mgmt | For | For | For | |||||
1.7 | Elect Robin Hickenlooper | Mgmt | For | For | For | |||||
1.8 | Elect Scott H. Maw | Mgmt | For | For | For | |||||
1.9 | Elect Ali Namvar | Mgmt | For | For | For | |||||
1.10 | Elect Brian Niccol | Mgmt | For | For | For | |||||
1.11 | Elect Mary A. Winston | 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 Right to Act by Written Consent | ShrHoldr | Against | Against | For | |||||
Church & Dwight Co., Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CHD | CUSIP 171340102 | 04/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect James R. Craigie | 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 | Elimination of Supermajority Requirement Regarding Board Vacancies | Mgmt | For | For | For | |||||
13 | Elimination of Supermajority Requirement to Approve Certain Actions | Mgmt | For | For | For | |||||
14 | Technical Amendments to Articles Regarding Classified Board | Mgmt | For | For | For | |||||
15 | Ratification of Auditor | Mgmt | For | For | For | |||||
Cintas Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CTAS | CUSIP 172908105 | 10/27/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Ronald W. Tysoe | Mgmt | For | For | For | |||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
10 | Ratification of Auditor | Mgmt | For | For | For | |||||
11 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | For | Against | |||||
Cloudflare, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
NET | CUSIP 18915M107 | 06/03/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Maria S. Eitel | Mgmt | For | For | For | |||||
1.2 | Elect Matthew Prince | Mgmt | For | For | For | |||||
1.3 | Elect Katrin Suder | 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 | |||||
Costar Group, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CSGP | CUSIP 22160N109 | 06/02/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Laura Cox Kaplan | Mgmt | For | For | For | |||||
4 | Elect Michael J. Glosserman | Mgmt | For | For | For | |||||
5 | Elect John W. Hill | 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 | Against | Against | |||||
11 | Increase in Authorized Common Stock | Mgmt | For | For | For | |||||
12 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
13 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||||
Coupa Software Incorporated | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
COUP | CUSIP 22266L106 | 05/26/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Roger S. Siboni | Mgmt | For | For | For | |||||
1.2 | Elect H. Tayloe Stansbury | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
CrowdStrike Holdings, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CRWD | CUSIP 22788C105 | 06/30/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Roxanne S. Austin | Mgmt | For | For | For | |||||
1.2 | Elect Sameer K. Gandhi | Mgmt | For | For | For | |||||
1.3 | Elect Gerhard Watzinger | 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 | |||||
5 | Amendment to the 2019 Employee Stock Purchase Plan | Mgmt | For | Against | Against | |||||
CrowdStrike Holdings, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
CRWD | CUSIP 22788C105 | 07/06/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Denis J. O'Leary | Mgmt | For | Withhold | Against | |||||
1.2 | Elect Joseph E. Sexton | Mgmt | For | Withhold | Against | |||||
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 | 09/23/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Margaret Shan Atkins | Mgmt | For | For | For | |||||
1.2 | Elect James P. Fogarty | Mgmt | For | For | For | |||||
1.3 | Elect Cynthia T. Jamison | Mgmt | For | For | For | |||||
1.4 | Elect Eugene I. Lee, Jr. | Mgmt | For | For | For | |||||
1.5 | Elect Nana Mensah | Mgmt | For | For | For | |||||
1.6 | Elect William S. Simon | Mgmt | For | For | For | |||||
1.7 | Elect Charles M. Sonsteby | Mgmt | For | For | For | |||||
1.8 | 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 | |||||
DICK'S Sporting Goods, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
DKS | CUSIP 253393102 | 06/09/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect William J. Colombo | Mgmt | For | For | For | |||||
2 | Elect Sandeep Lakhmi Mathrani | Mgmt | For | For | For | |||||
3 | Elect Desiree Ralls-Morrison | Mgmt | For | For | For | |||||
4 | Elect Larry D. Stone | Mgmt | For | For | For | |||||
5 | Repeal of Classified Board | Mgmt | For | For | For | |||||
6 | Board Size | 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 2012 Stock and Incentive Plan | Mgmt | For | For | For | |||||
DocuSign, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
DOCU | CUSIP 256163106 | 05/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Enrique T. Salem | Mgmt | For | For | For | |||||
1.2 | Elect Peter Solvik | Mgmt | For | For | For | |||||
1.3 | Elect Inhi Cho Suh | Mgmt | For | For | For | |||||
1.4 | Elect Mary Agnes Wilderotter | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
DraftKings Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
DKNG | CUSIP 26142R104 | 04/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Jason D. Robins | Mgmt | For | For | For | |||||
1.2 | Elect Harry Sloan | Mgmt | For | For | For | |||||
1.3 | Elect Matthew Kalish | Mgmt | For | For | For | |||||
1.4 | Elect Paul Liberman | Mgmt | For | For | For | |||||
1.5 | Elect Woodrow H. Levin | Mgmt | For | For | For | |||||
1.6 | Elect Shalom Meckenzie | Mgmt | For | For | For | |||||
1.7 | Elect Jocelyn Moore | Mgmt | For | For | For | |||||
1.8 | Elect Ryan R. Moore | Mgmt | For | For | For | |||||
1.9 | Elect Valerie A. Mosley | Mgmt | For | For | For | |||||
1.10 | Elect Steven J. Murray | Mgmt | For | For | For | |||||
1.11 | Elect Hany M. Nada | Mgmt | For | For | For | |||||
1.12 | Elect John S. Salter | Mgmt | For | For | For | |||||
1.13 | Elect Marni M. Walden | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||||
4 | Transaction of Other Business | Mgmt | N/A | Against | N/A | |||||
Electronic Arts Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
EA | CUSIP 285512109 | 08/06/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Leonard S. Coleman, Jr. | Mgmt | For | For | For | |||||
2 | Elect Jay C. Hoag | Mgmt | For | For | For | |||||
3 | Elect Jeffrey T. Huber | Mgmt | For | For | For | |||||
4 | Elect Lawrence F. Probst III | Mgmt | For | For | For | |||||
5 | Elect Talbott Roche | Mgmt | For | For | For | |||||
6 | Elect Richard A. Simonson | Mgmt | For | For | For | |||||
7 | Elect Luis A. Ubinas | Mgmt | For | For | For | |||||
8 | Elect Heidi J. Ueberroth | Mgmt | For | For | For | |||||
9 | Elect Andrew Wilson | Mgmt | For | For | For | |||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
11 | Ratification of Auditor | Mgmt | For | For | For | |||||
12 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | Against | For | |||||
Encompass Health Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
EHC | CUSIP 29261A100 | 05/06/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Greg D. Carmichael | Mgmt | For | For | For | |||||
2 | Elect John W. Chidsey | Mgmt | For | For | For | |||||
3 | Elect Donald L. Correll | Mgmt | For | For | For | |||||
4 | Elect Yvonne M. Curl | Mgmt | For | For | For | |||||
5 | Elect Charles M. Elson | Mgmt | For | For | For | |||||
6 | Elect Joan E. Herman | Mgmt | For | For | For | |||||
7 | Elect Leo I. Higdon, Jr. | Mgmt | For | For | For | |||||
8 | Elect Leslye G. Katz | Mgmt | For | For | For | |||||
9 | Elect Patricia A. Maryland | Mgmt | For | For | For | |||||
10 | Elect John E. Maupin, Jr. | Mgmt | For | For | For | |||||
11 | Elect Nancy M. Schlichting | Mgmt | For | For | For | |||||
12 | Elect L. Edward Shaw, Jr. | Mgmt | For | For | For | |||||
13 | Elect Mark J. Tarr | Mgmt | For | For | For | |||||
14 | Elect Terrance Williams | Mgmt | For | For | For | |||||
15 | Ratification of Auditor | Mgmt | For | For | For | |||||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Enphase Energy, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ENPH | CUSIP 29355A107 | 05/19/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Badrinarayanan Kothandaraman | Mgmt | For | For | For | |||||
1.2 | Elect Joseph Malchow | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Increase in Authorized Common Stock | Mgmt | For | For | For | |||||
4 | Approval of the 2021 Equity Incentive Plan | Mgmt | For | For | For | |||||
5 | Ratification of Auditor | Mgmt | For | For | For | |||||
Entegris, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ENTG | CUSIP 29362U104 | 04/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Michael A. Bradley | Mgmt | For | For | For | |||||
2 | Elect R. Nicholas Burns | Mgmt | For | For | For | |||||
3 | Elect Rodney Clark | Mgmt | For | For | For | |||||
4 | Elect James F. Gentilcore | Mgmt | For | For | For | |||||
5 | Elect Yvette Kanouff | Mgmt | For | For | For | |||||
6 | Elect James P. Lederer | Mgmt | For | For | For | |||||
7 | Elect Bertrand Loy | Mgmt | For | For | For | |||||
8 | Elect Paul L.H. Olson | Mgmt | For | For | For | |||||
9 | Elect Azita Saleki-Gerhardt | Mgmt | For | For | For | |||||
10 | Elect Brian Sullivan | Mgmt | For | For | For | |||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
12 | Ratification of Auditor | Mgmt | For | For | For | |||||
EPAM Systems, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
EPAM | CUSIP 29414B104 | 06/08/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Arkadiy Dobkin | Mgmt | For | For | For | |||||
2 | Elect Robert E. Segert | 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 2021 Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
Etsy, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ETSY | CUSIP 29786A106 | 06/11/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Gary S. Briggs | Mgmt | For | For | For | |||||
2 | Elect Edith Cooper | Mgmt | For | For | For | |||||
3 | Elect Melissa Reiff | Mgmt | For | For | For | |||||
4 | Ratification of Auditor | Mgmt | For | For | For | |||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Everbridge, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
EVBG | CUSIP 29978A104 | 05/20/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Alison Dean | Mgmt | For | For | For | |||||
1.2 | Elect Kent J. Mathy | Mgmt | For | For | For | |||||
1.3 | Elect Simon Paris | 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 | |||||
Exact Sciences Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
EXAS | CUSIP 30063P105 | 06/30/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Paul J. Clancy | Mgmt | For | For | For | |||||
1.2 | Elect Pierre Jacquet | Mgmt | For | For | For | |||||
1.3 | Elect Daniel J. Levangie | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Exact Sciences Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
EXAS | CUSIP 30063P105 | 07/23/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Eli Casdin | Mgmt | For | For | For | |||||
1.2 | Elect James E. Doyle | Mgmt | For | For | For | |||||
1.3 | Elect Freda C. Lewis-Hall | Mgmt | For | For | For | |||||
1.4 | Elect Kathleen Sebelius | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
4 | Increase in Authorized Common Stock | Mgmt | For | For | For | |||||
Five Below, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
FIVE | CUSIP 33829M101 | 06/15/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Dinesh S. Lathi | Mgmt | For | For | For | |||||
2 | Elect Richard L. Markee | Mgmt | For | For | For | |||||
3 | Elect Thomas Vellios | Mgmt | For | For | For | |||||
4 | Elect Zuhairah S. Washington | Mgmt | For | For | For | |||||
5 | Ratification of Auditor | Mgmt | For | For | For | |||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
Five9, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
FIVN | CUSIP 338307101 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Michael Burdiek | Mgmt | For | For | For | |||||
1.2 | Elect David G. DeWalt | Mgmt | For | For | For | |||||
1.3 | Elect Susan Barsamian | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
Generac Holdings Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
GNRC | CUSIP 368736104 | 06/17/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Robert D. Dixon | Mgmt | For | For | For | |||||
1.2 | Elect David A. Ramon | Mgmt | For | For | For | |||||
1.3 | Elect William D. Jenkins | Mgmt | For | For | For | |||||
1.4 | Elect Kathryn V. Roedel | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Haemonetics Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
HAE | CUSIP 405024100 | 07/21/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Christopher Simon | Mgmt | For | For | For | |||||
1.2 | Elect Robert E. Abernathy | Mgmt | For | For | For | |||||
1.3 | Elect Michael J. Coyle | Mgmt | For | For | For | |||||
1.4 | Elect Charles J. Dockendorff | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
HEICO Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
HEI | CUSIP 422806109 | 03/19/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Thomas M. Culligan | Mgmt | For | For | For | |||||
1.2 | Elect Adolfo Henriques | Mgmt | For | For | For | |||||
1.3 | Elect Mark H. Hildebrandt | Mgmt | For | Withhold | Against | |||||
1.4 | Elect Eric A. Mendelson | Mgmt | For | For | For | |||||
1.5 | Elect Laurans A. Mendelson | Mgmt | For | For | For | |||||
1.6 | Elect Victor H. Mendelson | Mgmt | For | For | For | |||||
1.7 | Elect Julie Neitzel | Mgmt | For | For | For | |||||
1.8 | Elect Alan Schriesheim | Mgmt | For | Withhold | Against | |||||
1.9 | Elect Frank J. Schwitter | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
Horizon Therapeutics Public Limited Company | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
HZNP | CUSIP G46188101 | 04/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect William F. Daniel | Mgmt | For | For | For | |||||
2 | Elect H. Thomas Watkins | Mgmt | For | Against | Against | |||||
3 | Elect Pascale Witz | Mgmt | For | Against | Against | |||||
4 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
6 | Authority to Repurchase Overseas Market Shares | Mgmt | For | For | For | |||||
7 | Approval of Amended and Restated 2020 Equity Incentive Plan | Mgmt | For | For | For | |||||
Houlihan Lokey, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
HLI | CUSIP 441593100 | 09/24/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Irwin N. Gold | Mgmt | For | Withhold | Against | |||||
1.2 | Elect Gillian B. Zucker | Mgmt | For | Withhold | Against | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
Hubspot, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
HUBS | CUSIP 443573100 | 06/03/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Brian Halligan | Mgmt | For | For | For | |||||
2 | Elect Ron Gill | Mgmt | For | For | For | |||||
3 | Elect Jill Ward | Mgmt | For | For | For | |||||
4 | Ratification of Auditor | Mgmt | For | For | For | |||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
IAC/InterActiveCorp | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
IAC | CUSIP 44891N109 | 05/14/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Vimeo Spin-off | Mgmt | For | For | For | |||||
2 | Corporate Opportunities Waiver | Mgmt | For | For | For | |||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | |||||
4 | Elect Chelsea Clinton | Mgmt | For | For | For | |||||
5 | Elect Barry Diller | Mgmt | For | For | For | |||||
6 | Elect Michael D. Eisner | Mgmt | For | Abstain | Against | |||||
7 | Elect Bonnie S. Hammer | Mgmt | For | Abstain | Against | |||||
8 | Elect Victor A. Kaufman | Mgmt | For | For | For | |||||
9 | Elect Joseph Levin | Mgmt | For | For | For | |||||
10 | Elect Bryan Lourd | Mgmt | For | For | For | |||||
11 | Elect Westley Moore | Mgmt | For | For | For | |||||
12 | Elect David Rosenblatt | Mgmt | For | For | For | |||||
13 | Elect Alan G. Spoon | Mgmt | For | For | For | |||||
14 | Elect Alexander von Furstenberg | Mgmt | For | For | For | |||||
15 | Elect Richard F. Zannino | Mgmt | For | For | For | |||||
16 | Ratification of Auditor | Mgmt | For | For | For | |||||
17 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
18 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||||
Idex Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
IEX | CUSIP 45167R104 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect William M. Cook | Mgmt | For | For | For | |||||
2 | Elect Mark A. Buthman | Mgmt | For | For | For | |||||
3 | Elect Lakecia N. Gunter | Mgmt | For | For | For | |||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
5 | Ratification of Auditor | Mgmt | For | For | For | |||||
Idexx Laboratories, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
IDXX | CUSIP 45168D104 | 05/12/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Bruce L. Claflin | Mgmt | For | For | For | |||||
2 | Elect Asha S. Collins | Mgmt | For | For | For | |||||
3 | Elect Daniel M. Junius | Mgmt | For | For | For | |||||
4 | Elect Sam Samad | Mgmt | For | For | For | |||||
5 | Ratification of Auditor | Mgmt | For | For | For | |||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Insulet Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
PODD | CUSIP 45784P101 | 05/27/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Wayne A.I. Frederick | Mgmt | For | For | For | |||||
1.2 | Elect Shacey Petrovic | Mgmt | For | For | For | |||||
1.3 | Elect Timothy J. Scannell | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
Iovance Biotherapeutics, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
IOVA | CUSIP 462260100 | 06/11/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Iain Dukes | Mgmt | For | For | For | |||||
1.2 | Elect Maria Fardis | Mgmt | For | Withhold | Against | |||||
1.3 | Elect Athena Countouriotis | Mgmt | For | Withhold | Against | |||||
1.4 | Elect Ryan Maynard | Mgmt | For | For | For | |||||
1.5 | Elect Merrill A. McPeak | Mgmt | For | Withhold | Against | |||||
1.6 | Elect Wayne P. Rothbaum | Mgmt | For | For | For | |||||
1.7 | Elect Michael Weiser | Mgmt | For | Withhold | Against | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
Jack Henry & Associates, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
JKHY | CUSIP 426281101 | 11/17/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Matthew C. Flanigan | Mgmt | For | For | For | |||||
1.2 | Elect John F. Prim | Mgmt | For | For | For | |||||
1.3 | Elect Thomas H. Wilson, Jr. | Mgmt | For | For | For | |||||
1.4 | Elect Jacque R. Fiegel | Mgmt | For | For | For | |||||
1.5 | Elect Thomas A. Wimsett | Mgmt | For | For | For | |||||
1.6 | Elect Laura G. Kelly | Mgmt | For | For | For | |||||
1.7 | Elect Shruti S. Miyashiro | Mgmt | For | For | For | |||||
1.8 | Elect Wesley A. Brown | Mgmt | For | For | For | |||||
1.9 | Elect David B. Foss | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||||
4 | Ratification of Auditor | Mgmt | For | For | For | |||||
Jazz Pharmaceuticals Public Limited Company | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
JAZZ | CUSIP G50871105 | 07/30/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Bruce C. Cozadd | Mgmt | For | For | For | |||||
2 | Elect Heather Ann McSharry | Mgmt | For | For | For | |||||
3 | Elect Anne O'Riordan | Mgmt | For | For | For | |||||
4 | Elect Rick E. Winningham | Mgmt | For | For | For | |||||
5 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
7 | Amendment to the 2007 Non-Employee Directors Stock Award Plan | Mgmt | For | Against | Against | |||||
8 | Reduction in Share Premium Account | Mgmt | For | For | For | |||||
KLA Corp. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
KLAC | CUSIP 482480100 | 11/04/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Edward W. Barnholt | Mgmt | For | For | For | |||||
2 | Elect Robert M. Calderoni | Mgmt | For | For | For | |||||
3 | Elect Jeneanne Hanley | Mgmt | For | For | For | |||||
4 | Elect Emiko Higashi | Mgmt | For | For | For | |||||
5 | Elect Kevin J. Kennedy | Mgmt | For | For | For | |||||
6 | Elect Gary B. Moore | Mgmt | For | For | For | |||||
7 | Elect Marie E. Myers | Mgmt | For | For | For | |||||
8 | Elect Kiran M. Patel | Mgmt | For | For | For | |||||
9 | Elect Victor Peng | Mgmt | For | For | For | |||||
10 | Elect Robert A. Rango | Mgmt | For | For | For | |||||
11 | Elect Richard P. Wallace | Mgmt | For | For | For | |||||
12 | Ratification of Auditor | Mgmt | For | For | For | |||||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
14 | Shareholder Proposal Regarding Proxy Access | ShrHoldr | Against | For | Against | |||||
Manhattan Associates, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MANH | CUSIP 562750109 | 05/13/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Deepak Raghavan | Mgmt | For | For | For | |||||
2 | Elect Edmond I. Eger III | Mgmt | For | For | For | |||||
3 | Elect Linda T. Hollembaek | Mgmt | For | For | For | |||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
5 | Ratification of Auditor | Mgmt | For | For | For | |||||
MarketAxess Holdings Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MKTX | CUSIP 57060D108 | 06/09/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Richard M. McVey | Mgmt | For | For | For | |||||
2 | Elect Nancy Altobello | Mgmt | For | For | For | |||||
3 | Elect Steven Begleiter | Mgmt | For | For | For | |||||
4 | Elect Stephen P. Casper | Mgmt | For | For | For | |||||
5 | Elect Jane P. Chwick | Mgmt | For | For | For | |||||
6 | Elect Christopher R. Concannon | Mgmt | For | For | For | |||||
7 | Elect William F. Cruger | Mgmt | For | For | For | |||||
8 | Elect Kourtney Gibson | Mgmt | For | For | For | |||||
9 | Elect Justin G. Gmelich | Mgmt | For | For | For | |||||
10 | Elect Richard G. Ketchum | Mgmt | For | For | For | |||||
11 | Elect Emily H. Portney | Mgmt | For | For | For | |||||
12 | Elect Richard L. Prager | Mgmt | For | For | For | |||||
13 | Ratification of Auditor | Mgmt | For | For | For | |||||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Marvell Technology Group Ltd. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MRVL | CUSIP G5876H105 | 04/15/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||||
2 | Inphi Transaction | Mgmt | For | For | For | |||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | |||||
Marvell Technology Group Ltd. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MRVL | CUSIP G5876H105 | 07/23/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect William Tudor Brown | Mgmt | For | For | For | |||||
2 | Elect Brad W. Buss | Mgmt | For | For | For | |||||
3 | Elect Edward H. Frank | Mgmt | For | For | For | |||||
4 | Elect Richard S. Hill | Mgmt | For | For | For | |||||
5 | Elect Bethany J. Mayer | Mgmt | For | For | For | |||||
6 | Elect Matthew J. Murphy | Mgmt | For | For | For | |||||
7 | Elect Michael G. Strachan | Mgmt | For | For | For | |||||
8 | Elect Robert E. Switz | Mgmt | For | For | For | |||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
10 | Ratification of Auditor | Mgmt | For | For | For | |||||
Masimo Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MASI | CUSIP 574795100 | 05/27/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Joe Kiani | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
Match Group, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MTCH | CUSIP 57667L107 | 06/15/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Wendi Murdoch | Mgmt | For | For | For | |||||
2 | Elect Glenn H. Schiffman | Mgmt | For | For | For | |||||
3 | Elect Pamela S. Seymon | Mgmt | For | For | For | |||||
4 | Approval of the 2021 Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
5 | Ratification of Auditor | Mgmt | For | For | For | |||||
Microchip Technology Incorporated | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MCHP | CUSIP 595017104 | 08/18/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Steve Sanghi | Mgmt | For | For | For | |||||
2 | Elect Matthew W. Chapman | Mgmt | For | For | For | |||||
3 | Elect L. B. Day | Mgmt | For | Against | Against | |||||
4 | Elect Esther L. Johnson | Mgmt | For | Against | Against | |||||
5 | Elect Wade F. Meyercord | Mgmt | For | For | For | |||||
6 | Ratification of Auditor | Mgmt | For | For | For | |||||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
MongoDB, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MDB | CUSIP 60937P106 | 06/29/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Roelof F. Botha | Mgmt | For | For | For | |||||
1.2 | Elect Dev Ittycheria | Mgmt | For | For | For | |||||
1.3 | Elect John D. McMahon | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
MongoDB, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
MDB | CUSIP 60937P106 | 07/10/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 | 06/10/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Eugen Elmiger | Mgmt | For | For | For | |||||
1.2 | Elect Jeff Zhou | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
O'Reilly Automotive, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ORLY | CUSIP 67103H107 | 05/13/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
11 | Ratification of Auditor | Mgmt | For | For | For | |||||
12 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | ShrHoldr | Against | Against | For | |||||
Okta, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
OKTA | CUSIP 679295105 | 06/17/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Todd McKinnon | Mgmt | For | For | For | |||||
1.2 | Elect Michael Stankey | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Old Dominion Freight Line, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ODFL | CUSIP 679580100 | 05/19/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Bradley R. Gabosch | Mgmt | For | For | For | |||||
1.5 | Elect Greg C. Gantt | Mgmt | For | For | For | |||||
1.6 | Elect Patrick D. Hanley | Mgmt | For | For | For | |||||
1.7 | Elect John D. Kasarda | Mgmt | For | For | For | |||||
1.8 | Elect Wendy T. Stallings | Mgmt | For | For | For | |||||
1.9 | Elect Thomas A. Stith, III | Mgmt | For | For | For | |||||
1.10 | Elect Leo H. Suggs | Mgmt | For | For | For | |||||
1.11 | Elect D. Michael Wray | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
Ollie's Bargain Outlet Holdings, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
OLLI | CUSIP 681116109 | 06/17/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Alissa Ahlman | Mgmt | For | For | For | |||||
2 | Elect Robert N. Fisch | Mgmt | For | For | For | |||||
3 | Elect Thomas T. Hendrickson | Mgmt | For | For | For | |||||
4 | Elect John Swygert | Mgmt | For | For | For | |||||
5 | Elect Richard F. Zannino | Mgmt | For | For | For | |||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
7 | Ratification of Auditor | Mgmt | For | For | For | |||||
ON Semiconductor Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ON | CUSIP 682189105 | 05/20/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Gilles Delfassy | Mgmt | For | For | For | |||||
6 | Elect Hassaine S. El-Khoury | Mgmt | For | For | For | |||||
7 | Elect Bruce E. Kiddoo | Mgmt | For | For | For | |||||
8 | Elect Paul A. Mascarenas | Mgmt | For | For | For | |||||
9 | Elect Gregory L. Waters | Mgmt | For | For | For | |||||
10 | Elect Christine Y. Yan | 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 2000 Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
14 | Amendment to the Stock Incentive Plan | Mgmt | For | For | For | |||||
Paylocity Holding Corp | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
PCTY | CUSIP 70438V106 | 12/03/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Steven I. Sarowitz | Mgmt | For | For | For | |||||
1.2 | Elect Ellen Carnahan | Mgmt | For | For | For | |||||
1.3 | Elect Jeffrey T. Diehl | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Penumbra, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
PEN | CUSIP 70975L107 | 06/02/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Adam Elsesser | Mgmt | For | For | For | |||||
1.2 | Elect Harpreet Grewal | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Approval of the RSU Sub-Plan for France | Mgmt | For | Against | Against | |||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Pinterest, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
PINS | CUSIP 72352L106 | 05/27/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Fredric G. Reynolds | Mgmt | For | For | For | |||||
2 | Elect Evan Sharp | Mgmt | For | For | For | |||||
3 | Elect Andrea Wishom | Mgmt | For | For | For | |||||
4 | Ratification of Auditor | Mgmt | For | For | For | |||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
PPD, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
PPD | CUSIP 69355F102 | 04/23/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Stephen Ensley | Mgmt | For | Withhold | Against | |||||
1.2 | Elect Maria Teresa Hilado | Mgmt | For | Withhold | Against | |||||
1.3 | Elect David Simmons | Mgmt | For | Withhold | Against | |||||
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 | |||||
Q2 Holdings, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
QTWO | CUSIP 74736L109 | 06/08/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Lynn Atchison | Mgmt | For | For | For | |||||
1.2 | Elect Jeffrey T. Diehl | Mgmt | For | For | For | |||||
1.3 | Elect Matthew P. Flake | Mgmt | For | For | For | |||||
1.4 | Elect Stephen C. Hooley | Mgmt | For | For | For | |||||
1.5 | Elect Margaret L. Taylor | Mgmt | For | For | For | |||||
1.6 | Elect Lynn Antipas Tyson | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Rexnord Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
RXN | CUSIP 76169B102 | 07/23/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Thomas D. Christopoul | Mgmt | For | For | For | |||||
1.2 | Elect John S. Stroup | Mgmt | For | For | For | |||||
1.3 | Elect Peggy N. Troy | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
RingCentral, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
RNG | CUSIP 76680R206 | 06/04/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Vladimir Shmunis | Mgmt | For | For | For | |||||
1.2 | Elect Kenneth A. Goldman | Mgmt | For | For | For | |||||
1.3 | Elect Michelle R. McKenna | Mgmt | For | For | For | |||||
1.4 | Elect Robert Theis | Mgmt | For | For | For | |||||
1.5 | Elect Allan Thygesen | Mgmt | For | For | For | |||||
1.6 | Elect Neil Williams | Mgmt | For | For | For | |||||
1.7 | Elect Mignon L. Clyburn | Mgmt | For | For | For | |||||
1.8 | Elect Arne Duncan | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
Roku, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ROKU | CUSIP 77543R102 | 06/10/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Ravi Ahuja | Mgmt | For | Abstain | Against | |||||
2 | Elect Mai Fyfield | Mgmt | For | For | For | |||||
3 | Elect Laurie Simon Hodrick | Mgmt | For | For | For | |||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
5 | Ratification of Auditor | Mgmt | For | For | For | |||||
Signature Bank | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SBNY | CUSIP 82669G104 | 04/22/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Kathryn A. Byrne | Mgmt | For | For | For | |||||
2 | Elect Maggie Timoney | Mgmt | For | For | For | |||||
3 | Elect George Tsunis | Mgmt | For | For | For | |||||
4 | Ratification of Auditor | Mgmt | For | For | For | |||||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
6 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
7 | Increase in Authorized Common Stock | Mgmt | For | For | For | |||||
8 | Amendment to the 2004 Long-Term Incentive Plan | Mgmt | For | For | For | |||||
Spotify Technology S.A. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SPOT | CUSIP L8681T102 | 04/21/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 | Ratification of Board Acts | Mgmt | For | For | For | |||||
4 | Elect Daniel Ek | Mgmt | For | For | For | |||||
5 | Elect Martin Lorentzon | Mgmt | For | For | For | |||||
6 | Elect Shishir S. Mehrotra | Mgmt | For | For | For | |||||
7 | Elect Christopher P. Marshall | Mgmt | For | Against | Against | |||||
8 | Elect Barry McCarthy | Mgmt | For | For | For | |||||
9 | Elect Heidi O'Neill | Mgmt | For | For | For | |||||
10 | Elect Theodore A. Sarandos | Mgmt | For | For | For | |||||
11 | Elect Thomas O. Staggs | Mgmt | For | For | For | |||||
12 | Elect Cristina Stenbeck | Mgmt | For | For | For | |||||
13 | Elect Mona K. Sutphen | Mgmt | For | For | For | |||||
14 | Elect Padmasree Warrior | Mgmt | For | For | For | |||||
15 | Appointment of Auditor | Mgmt | For | For | For | |||||
16 | Directors' Fees | Mgmt | For | For | For | |||||
17 | Authority to Repurchase Shares | Mgmt | For | For | For | |||||
18 | Authorization of Legal Formalities | Mgmt | For | For | For | |||||
SVB Financial Group | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
SIVB | CUSIP 78486Q101 | 04/22/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Greg W. Becker | Mgmt | For | For | For | |||||
1.2 | Elect Eric A. Benhamou | Mgmt | For | For | For | |||||
1.3 | Elect John Clendening | Mgmt | For | For | For | |||||
1.4 | Elect Richard Daniels | Mgmt | For | For | For | |||||
1.5 | Elect Alison Davis | Mgmt | For | For | For | |||||
1.6 | Elect Roger F. Dunbar | Mgmt | For | For | For | |||||
1.7 | Elect Joel P. Friedman | Mgmt | For | For | For | |||||
1.8 | Elect Jeffrey N. Maggioncalda | Mgmt | For | For | For | |||||
1.9 | Elect Kay Matthews | Mgmt | For | For | For | |||||
1.10 | Elect Mary J. Miller | Mgmt | For | For | For | |||||
1.11 | Elect Kate D. Mitchell | Mgmt | For | For | For | |||||
1.12 | Elect Garen K. Staglin | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
Teladoc Health, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TDOC | CUSIP 87918A105 | 05/17/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Christopher Bischoff | Mgmt | For | For | For | |||||
2 | Elect Karen L. Daniel | Mgmt | For | For | For | |||||
3 | Elect Sandra Fenwick | Mgmt | For | For | For | |||||
4 | Elect William H. Frist | Mgmt | For | For | For | |||||
5 | Elect Jason Gorevic | Mgmt | For | For | For | |||||
6 | Elect Catherine A. Jacobson | Mgmt | For | For | For | |||||
7 | Elect Thomas G. McKinley | Mgmt | For | For | For | |||||
8 | Elect Kenneth H. Paulus | Mgmt | For | For | For | |||||
9 | Elect David L. Shedlarz | Mgmt | For | For | For | |||||
10 | Elect Mark Douglas Smith | Mgmt | For | For | For | |||||
11 | Elect David B. Snow, Jr. | Mgmt | For | For | For | |||||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
13 | Ratification of Auditor | Mgmt | For | For | For | |||||
Teladoc Health, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TDOC | CUSIP 87918A105 | 10/29/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Livongo Issuance | Mgmt | For | For | For | |||||
2 | Increase in Authorized Common Stock | Mgmt | For | For | For | |||||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | |||||
Teledyne Technologies Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TDY | CUSIP 879360105 | 05/13/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Stock Issuance for Merger with FLIR | Mgmt | For | For | For | |||||
2 | Right to Adjourn Meeting | Mgmt | For | For | For | |||||
Teledyne Technologies Incorporated | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TDY | CUSIP 879360105 | 04/28/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Denise R. Cade | Mgmt | For | For | For | |||||
1.2 | Elect Simon M. Lorne | Mgmt | For | For | For | |||||
1.3 | Elect Wesley W. von Schack | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
Teleflex Incorporated | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TFX | CUSIP 879369106 | 04/30/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Candace H. Duncan | Mgmt | For | For | For | |||||
2 | Elect Stephen K. Klasko | Mgmt | For | For | For | |||||
3 | Elect Stuart A. Randle | Mgmt | For | For | For | |||||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
5 | Ratification of Auditor | Mgmt | For | For | For | |||||
6 | Shareholder Proposal Regarding Board Declassification | ShrHoldr | Abstain | For | Against | |||||
Teradyne, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TER | CUSIP 880770102 | 05/07/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Michael A. Bradley | Mgmt | For | For | For | |||||
2 | Elect Edwin J. Gillis | Mgmt | For | For | For | |||||
3 | Elect Timothy E. Guertin | Mgmt | For | For | For | |||||
4 | Elect Peter Herweck | Mgmt | For | For | For | |||||
5 | Elect Mark E. Jagiela | Mgmt | For | For | For | |||||
6 | Elect Mercedes Johnson | Mgmt | For | For | For | |||||
7 | Elect Marilyn Matz | Mgmt | For | For | For | |||||
8 | Elect Paul J. Tufano | Mgmt | For | For | For | |||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
10 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||||
11 | Permit Shareholders to Act by Written Consent | Mgmt | For | For | For | |||||
12 | Amendment to 1996 Employee Stock Purchase Plan | Mgmt | For | For | For | |||||
13 | Amendment to the 2006 Equity and Cash Compensation Incentive Plan | Mgmt | For | For | For | |||||
14 | Ratification of Auditor | Mgmt | For | For | For | |||||
The Trade Desk, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TTD | CUSIP 88339J105 | 05/27/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect David R. Pickles | Mgmt | For | For | For | |||||
1.2 | Elect Gokul Rajaram | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
Trade Desk Inc | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TTD | CUSIP 88339J105 | 12/22/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Amendment Regarding Conversion of Class B Common Stock into Class A Common Stock | Mgmt | For | For | For | |||||
2 | Permit Shareholders to Act by Written Consent | Mgmt | For | For | For | |||||
3 | Amendment Regarding Ownership Threshold for Shareholders to Call a Special Meeting | Mgmt | For | For | For | |||||
4 | Amendment Regarding Voting Entitlements of Class A Common Stock Holders | Mgmt | For | For | For | |||||
5 | Bundled Bylaw Amendments | Mgmt | For | For | For | |||||
6 | Right to Adjourn Meeting | Mgmt | For | For | For | |||||
Twilio Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
TWLO | CUSIP 90138F102 | 06/16/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Jeff Lawson | Mgmt | For | For | For | |||||
1.2 | Elect Byron B. Deeter | Mgmt | For | For | For | |||||
1.3 | Elect Jeffrey E. Epstein | Mgmt | For | For | For | |||||
2 | Ratification of Auditor | Mgmt | For | For | For | |||||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
United Rentals, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
URI | CUSIP 911363109 | 05/06/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Matthew J. Flannery | Mgmt | For | For | For | |||||
4 | Elect Bobby J. Griffin | Mgmt | For | For | For | |||||
5 | Elect Kim Harris Jones | Mgmt | For | For | For | |||||
6 | Elect Terri L. Kelly | Mgmt | For | For | For | |||||
7 | Elect Michael J. Kneeland | Mgmt | For | For | For | |||||
8 | Elect Gracia C. Martore | Mgmt | For | For | For | |||||
9 | Elect Filippo Passerini | Mgmt | For | For | For | |||||
10 | Elect Donald C. Roof | 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 | 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 | 01/13/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Special | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Amendment to Restated Certificate of Incorporation to Become a Public Benefit Corporation | Mgmt | For | For | For | |||||
2 | Repeal of Classified Board | Mgmt | For | For | For | |||||
Veeva Systems Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
VEEV | CUSIP 922475108 | 06/23/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Mark Carges | Mgmt | For | For | For | |||||
2 | Elect Paul E. Chamberlain | Mgmt | For | For | For | |||||
3 | Elect Ronald E. F. Codd | Mgmt | For | For | For | |||||
4 | Elect Peter P. Gassner | Mgmt | For | For | For | |||||
5 | Elect Mary Lynne Hedley | Mgmt | For | For | For | |||||
6 | Elect Gordon Ritter | Mgmt | For | For | For | |||||
7 | Elect Paul Sekhri | Mgmt | For | For | For | |||||
8 | Elect Matthew J. Wallach | 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 | 3 Years | 1 Year | Against | |||||
12 | Permit Shareholders to Call Special Meetings | Mgmt | For | Abstain | Against | |||||
13 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||||
Visteon Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
VC | CUSIP 92839U206 | 06/10/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Sachin S. Lawande | Mgmt | For | For | For | |||||
5 | Elect Joanne M. Maguire | Mgmt | For | For | For | |||||
6 | Elect Robert J. Manzo | Mgmt | For | For | For | |||||
7 | Elect Francis M. Scricco | Mgmt | For | For | For | |||||
8 | Elect David L. Treadwell | Mgmt | For | For | For | |||||
9 | Ratification of Auditor | Mgmt | For | For | For | |||||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
11 | Amended and Restated Certificate of Incorporation | Mgmt | For | For | For | |||||
Waste Connections, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
WCN | CUSIP 94106B101 | 05/14/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Edward E. Guillet | Mgmt | For | For | For | |||||
2 | Elect Michael W. Harlan | Mgmt | For | For | For | |||||
3 | Elect Larry S. Hughes | Mgmt | For | For | For | |||||
4 | Elect Worthing F. Jackman | Mgmt | For | For | For | |||||
5 | Elect Elise L. Jordan | Mgmt | For | For | For | |||||
6 | Elect Susan Lee | Mgmt | For | For | For | |||||
7 | Elect Ronald J. Mittelstaedt | Mgmt | For | For | For | |||||
8 | Elect William J. Razzouk | Mgmt | For | For | For | |||||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
10 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||||
West Pharmaceutical Services, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
WST | CUSIP 955306105 | 05/04/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 Deborah L. V. Keller | Mgmt | For | For | For | |||||
7 | Elect Myla P. Lai-Goldman | Mgmt | For | For | For | |||||
8 | Elect Douglas A. Michels | Mgmt | For | For | For | |||||
9 | Elect Paolo Pucci | Mgmt | For | For | For | |||||
10 | Elect Patrick J. Zenner | Mgmt | For | For | For | |||||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
12 | Ratification of Auditor | Mgmt | For | For | For | |||||
WEX Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
WEX | CUSIP 96208T104 | 06/04/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Nancy Altobello | Mgmt | For | For | For | |||||
2 | Elect Bhavana Bartholf | Mgmt | For | For | For | |||||
3 | Elect Derrick Roman | Mgmt | For | For | For | |||||
4 | Elect Regina O. Sommer | Mgmt | For | For | For | |||||
5 | Elect Jack VanWoerkom | Mgmt | For | For | For | |||||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||||
7 | Amendment to the 2019 Equity and Incentive Plan | Mgmt | For | For | For | |||||
8 | Repeal of Classified Board | Mgmt | For | For | For | |||||
9 | Ratification of Auditor | Mgmt | For | For | For | |||||
Wix.com Ltd | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
WIX | CUSIP M98068105 | 11/09/2020 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1 | Elect Deirdre M. Bigley | Mgmt | For | For | For | |||||
2 | Elect Allon Bloch | Mgmt | For | For | For | |||||
3 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||||
Zebra Technologies Corporation | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ZBRA | CUSIP 989207105 | 05/14/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||||
1.1 | Elect Chirantan J. Desai | Mgmt | For | For | For | |||||
1.2 | Elect Richard L. Keyser | Mgmt | For | For | For | |||||
1.3 | Elect Ross W. Manire | Mgmt | For | For | For | |||||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||||
3 | Ratification of Auditor | Mgmt | For | For | For | |||||
Zimmer Biomet Holdings, Inc. | ||||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||||
ZBH | CUSIP 98956P102 | 05/14/2021 | Voted | |||||||
Meeting Type | Country of Trade | |||||||||
Annual | United States | |||||||||
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 | Amendment to the 2009 Stock Incentive Plan | Mgmt | For | For | For | |||||
14 | Amendment to the Stock Plan for Non-Employee Directors | Mgmt | For | For | For | |||||
15 | Amendment to the Directors' Deferred Compensation Plan | Mgmt | For | For | For | |||||
16 | Permit Shareholders to Call a Special Meeting | Mgmt | For | For | For | |||||
Fund Name: Real Estate Portfolio | ||||||||||
The fund was not operational during the period from July 1, 2020 to June 30, 2021. | ||||||||||
Fund Name: Short Duration Bond Portfolio | ||||||||||
There were no matters relating to a portfolio security considered at any shareholder meeting held from July 1, 2020 to June 30, 2021 with respect to which the Fund was entitled to vote. | ||||||||||
Fund Name : Sustainable Equity Portfolio | ||||||||||
71/2020 - 6/30/20201 | ||||||||||
Accenture plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ACN | CUSIP G1151C101 | 02/03/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jaime Ardila | Mgmt | For | For | For | |||
2 | Elect Herbert Hainer | Mgmt | For | For | For | |||
3 | Elect Nancy McKinstry | Mgmt | For | For | For | |||
4 | Elect Beth E. Mooney | Mgmt | For | For | For | |||
5 | Elect Gilles Pelisson | Mgmt | For | For | For | |||
6 | Elect Paula A. Price | Mgmt | For | For | For | |||
7 | Elect Venkata Renduchintala | Mgmt | For | For | For | |||
8 | Elect David P. Rowland | Mgmt | For | For | For | |||
9 | Elect Arun Sarin | Mgmt | For | For | For | |||
10 | Elect Julie Sweet | Mgmt | For | For | For | |||
11 | Elect Frank Kui Tang | Mgmt | For | For | For | |||
12 | Elect Tracey T. Travis | Mgmt | For | For | 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 | Authorize the Price Range at which the Company can Re-allot Treasury Shares | Mgmt | For | For | For | |||
Advance Auto Parts, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AAP | CUSIP 00751Y106 | 05/26/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Carla J. Bailo | Mgmt | For | For | For | |||
2 | Elect John F. Ferraro | Mgmt | For | For | For | |||
3 | Elect Thomas R. Greco | Mgmt | For | For | For | |||
4 | Elect Jeffrey J. Jones II | Mgmt | For | For | For | |||
5 | Elect Eugene I. Lee, Jr. | Mgmt | For | For | For | |||
6 | Elect Sharon L. McCollam | Mgmt | For | For | For | |||
7 | Elect Douglas A. Pertz | Mgmt | For | For | For | |||
8 | Elect Nigel Travis | Mgmt | For | For | For | |||
9 | Elect Arthur L Valdez Jr. | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | ShrHoldr | Against | For | Against | |||
Alphabet Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GOOGL | CUSIP 02079K305 | 06/02/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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 L. John Doerr | Mgmt | For | Against | Against | |||
7 | Elect Roger W. Ferguson, Jr. | Mgmt | For | For | For | |||
8 | Elect Ann Mather | Mgmt | For | Against | Against | |||
9 | Elect Alan R. Mulally | 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 | Approval of the 2021 Stock Plan | Mgmt | For | Against | Against | |||
14 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Against | For | Against | |||
15 | Shareholder Proposal Regarding Human Rights/Civil Rights Expertise on Board | ShrHoldr | Against | For | Against | |||
16 | Shareholder Proposal Regarding Linking Executive Pay to Sustainability and Diversity | ShrHoldr | Against | For | Against | |||
17 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Third-Party Review and Report on Whistleblower Policies | ShrHoldr | Against | For | Against | |||
19 | Shareholder Proposal Regarding Charitable Contributions Disclosure | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Anticompetitive Practices | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Becoming a Public Benefit Corporation | ShrHoldr | Against | Against | For | |||
AmerisourceBergen Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ABC | CUSIP 03073E105 | 03/11/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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 Jane E. Henney | Mgmt | For | For | For | |||
7 | Elect Kathleen Hyle | Mgmt | For | For | For | |||
8 | Elect Michael J. Long | Mgmt | For | For | For | |||
9 | Elect Henry W. McGee | Mgmt | For | Against | Against | |||
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 | Against | Against | |||
13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
ANSYS, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ANSS | CUSIP 03662Q105 | 05/14/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jim Frankola | Mgmt | For | For | For | |||
2 | Elect Alec D. Gallimore | Mgmt | For | For | For | |||
3 | Elect Ronald W. Hovsepian | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Approval of the 2021 Equity and Incentive Compensation Plan | Mgmt | For | For | For | |||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
7 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
Aptiv PLC | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
APTV | CUSIP G6095L109 | 04/30/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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 Nicholas M. Donofrio | Mgmt | For | For | For | |||
5 | Elect Rajiv L. Gupta | Mgmt | For | For | For | |||
6 | Elect Joseph L. Hooley | Mgmt | For | For | For | |||
7 | Elect Merit E. Janow | Mgmt | For | For | For | |||
8 | Elect Sean O. Mahoney | Mgmt | For | For | For | |||
9 | Elect Paul M. Meister | Mgmt | For | For | For | |||
10 | Elect Robert K. Ortberg | Mgmt | For | For | For | |||
11 | Elect Colin J. Parris | Mgmt | For | For | For | |||
12 | Elect Ana G. Pinczuk | Mgmt | For | For | For | |||
13 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Arista Networks, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ANET | CUSIP 040413106 | 06/01/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Kelly Battles | Mgmt | For | For | For | |||
1.2 | Elect Andreas Bechtolsheim | Mgmt | For | For | For | |||
1.3 | Elect Jayshree Ullal | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
Becton, Dickinson and Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BDX | CUSIP 075887109 | 01/26/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Catherine M. Burzik | Mgmt | For | For | For | |||
2 | Elect R. Andrew Eckert | Mgmt | For | For | For | |||
3 | Elect Vincent A. Forlenza | Mgmt | For | For | For | |||
4 | Elect Claire M. Fraser | Mgmt | For | For | For | |||
5 | Elect Jeffrey W. Henderson | Mgmt | For | For | For | |||
6 | Elect Christopher Jones | Mgmt | For | For | For | |||
7 | Elect Marshall O. Larsen | Mgmt | For | For | For | |||
8 | Elect David F. Melcher | Mgmt | For | For | For | |||
9 | Elect Thomas E. Polen | Mgmt | For | For | For | |||
10 | Elect Claire Pomeroy | Mgmt | For | For | For | |||
11 | Elect Rebecca W. Rimel | Mgmt | For | For | For | |||
12 | Elect Timothy M. Ring | Mgmt | For | For | For | |||
13 | Elect Bertram L. Scott | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Right to Call a Special Meeting | ShrHoldr | Against | Against | For | |||
Booking Holdings Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BKNG | CUSIP 09857L108 | 06/03/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Timothy M. Armstrong | Mgmt | For | For | For | |||
1.2 | Elect Glenn D. Fogel | Mgmt | For | For | For | |||
1.3 | Elect Mirian M. Graddick-Weir | Mgmt | For | For | For | |||
1.4 | Elect Wei Hopeman | Mgmt | For | For | For | |||
1.5 | Elect Robert J. Mylod Jr. | Mgmt | For | For | For | |||
1.6 | Elect Charles H. Noski | 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 Bob van Dijk | Mgmt | For | For | For | |||
1.10 | Elect Lynn M. Vojvodich | 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 | Amendment to the 1999 Omnibus Plan | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Permit Shareholders to Act by Written Consent | Mgmt | For | Abstain | Against | |||
6 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | |||
7 | Shareholder Proposal Regarding Climate Transition Report | ShrHoldr | Against | For | Against | |||
8 | Shareholder Proposal Regarding Annual Advisory Vote on Climate Policies and Strategies | ShrHoldr | Against | Against | For | |||
Cigna Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CI | CUSIP 125523100 | 04/28/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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 Isaiah Harris, Jr. | Mgmt | For | For | For | |||
6 | Elect George Kurian | Mgmt | For | For | For | |||
7 | Elect Kathleen M. Mazzarella | Mgmt | For | For | For | |||
8 | Elect Mark B. McClellan | Mgmt | For | For | For | |||
9 | Elect John M. Partridge | Mgmt | For | For | For | |||
10 | Elect Kimberly A. Ross | Mgmt | For | For | For | |||
11 | Elect Eric C. Wiseman | Mgmt | For | For | For | |||
12 | Elect Donna F. Zarcone | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
14 | Amendment to the Long-Term Incentive Plan | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | |||
17 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Disclosure of Board Qualifications | ShrHoldr | Against | Against | For | |||
Cognizant Technology Solutions Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CTSH | CUSIP 192446102 | 06/01/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Zein Abdalla | Mgmt | For | For | For | |||
2 | Elect Vinita K. Bali | Mgmt | For | For | For | |||
3 | Elect Maureen Breakiron-Evans | Mgmt | For | For | For | |||
4 | Elect Archana Deskus | Mgmt | For | For | For | |||
5 | Elect John M. Dineen | Mgmt | For | For | For | |||
6 | Elect Brian Humphries | Mgmt | For | For | For | |||
7 | Elect Leo S. Mackay, Jr. | Mgmt | For | For | For | |||
8 | Elect Michael Patsalos-Fox | Mgmt | For | For | For | |||
9 | Elect Joseph M. Velli | Mgmt | For | For | For | |||
10 | Elect Sandra S. Wijnberg | 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 Right to Act by Written Consent | ShrHoldr | Against | Against | For | |||
Colgate-Palmolive Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CL | CUSIP 194162103 | 05/07/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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 Lisa M. Edwards | Mgmt | For | For | For | |||
4 | Elect C. Martin Harris | Mgmt | For | For | For | |||
5 | Elect Martina Hund-Mejean | Mgmt | For | For | For | |||
6 | Elect Kimberly A. Nelson | Mgmt | For | For | For | |||
7 | Elect Lorrie M. Norrington | Mgmt | For | For | For | |||
8 | Elect Michael B. Polk | Mgmt | For | For | For | |||
9 | Elect Stephen I. Sadove | Mgmt | For | For | For | |||
10 | Elect Noel R. Wallace | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
14 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||
Comcast Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CMCSA | CUSIP 20030N101 | 06/02/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Kenneth J. Bacon | Mgmt | For | For | For | |||
1.2 | Elect Madeline S. Bell | Mgmt | For | For | For | |||
1.3 | Elect Naomi M. Bergman | 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 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
4 | Shareholder Proposal Regarding Independent Investigation and Report on Sexual Harassment | ShrHoldr | Against | For | Against | |||
Compass Group Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CPG | CINS G23296208 | 02/04/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Policy (Binding) | Mgmt | For | For | For | |||
3 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||
4 | Elect Ian K. Meakins | Mgmt | For | For | For | |||
5 | Elect Dominic Blakemore | Mgmt | For | For | For | |||
6 | Elect Gary Green | Mgmt | For | For | For | |||
7 | Elect Karen Witts | Mgmt | For | For | For | |||
8 | Elect Carol Arrowsmith | Mgmt | For | For | For | |||
9 | Elect John G. Bason | Mgmt | For | For | For | |||
10 | Elect Stefan Bomhard | Mgmt | For | For | For | |||
11 | Elect John Bryant | Mgmt | For | For | For | |||
12 | Elect Anne-Francoise Nesmes | Mgmt | For | For | For | |||
13 | Elect Nelson Luiz Costa Silva | Mgmt | For | For | For | |||
14 | Elect Ireena Vittal | 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 | Adoption of New Articles | Mgmt | For | For | For | |||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | |||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
CSX Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CSX | CUSIP 126408103 | 05/07/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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 James M. Foote | Mgmt | For | For | For | |||
4 | Elect Steven T. Halverson | Mgmt | For | For | For | |||
5 | Elect Paul C. Hilal | 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 | |||
Danaher Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DHR | CUSIP 235851102 | 05/05/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Rainer M. Blair | Mgmt | For | For | For | |||
2 | Elect Linda P. Hefner Filler | Mgmt | For | For | For | |||
3 | Elect Teri List | Mgmt | For | For | For | |||
4 | Elect Walter G. Lohr, Jr. | Mgmt | For | For | For | |||
5 | Elect Jessica L. Mega | Mgmt | For | For | For | |||
6 | Elect Mitchell P. Rales | Mgmt | For | For | For | |||
7 | Elect Steven M. Rales | Mgmt | For | For | For | |||
8 | Elect Pardis C. Sabeti | Mgmt | For | For | For | |||
9 | Elect John T. Schwieters | Mgmt | For | For | For | |||
10 | Elect Alan G. Spoon | Mgmt | For | For | For | |||
11 | Elect Raymond C. Stevens | Mgmt | For | For | For | |||
12 | Elect Elias A. Zerhouni | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||
Discovery, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DISCA | CUSIP 25470F104 | 06/10/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Robert R. Beck | Mgmt | For | For | For | |||
1.2 | Elect Robert L. Johnson | Mgmt | For | Withhold | Against | |||
1.3 | Elect J. David Wargo | Mgmt | For | Withhold | Against | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
Eversource Energy | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ES | CUSIP 30040W108 | 05/05/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Cotton M. Cleveland | Mgmt | For | For | For | |||
2 | Elect James S. DiStasio | Mgmt | For | For | For | |||
3 | Elect Francis A. Doyle | Mgmt | For | For | For | |||
4 | Elect Linda D. Forry | Mgmt | For | For | For | |||
5 | Elect Gregory M. Jones | Mgmt | For | For | For | |||
6 | Elect James J. Judge | Mgmt | For | For | For | |||
7 | Elect John Y. Kim | Mgmt | For | For | For | |||
8 | Elect Kenneth R. Leibler | Mgmt | For | For | For | |||
9 | Elect David H. Long | Mgmt | For | For | For | |||
10 | Elect William C. Van Faasen | Mgmt | For | For | For | |||
11 | Elect Frederica M. Williams | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
Fiserv, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FISV | CUSIP 337738108 | 05/19/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Frank J. Bisignano | Mgmt | For | For | For | |||
1.2 | Elect Alison Davis | Mgmt | For | For | For | |||
1.3 | Elect Henrique De Castro | Mgmt | For | For | For | |||
1.4 | Elect Harry DiSimone | Mgmt | For | For | For | |||
1.5 | Elect Dennis F. Lynch | Mgmt | For | For | For | |||
1.6 | Elect Heidi G. Miller | Mgmt | For | For | For | |||
1.7 | Elect Scott C. Nuttall | Mgmt | For | For | For | |||
1.8 | Elect Denis J. O'Leary | Mgmt | For | For | For | |||
1.9 | Elect Doyle R. Simons | Mgmt | For | For | For | |||
1.10 | Elect Kevin M. Warren | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
GoDaddy Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GDDY | CUSIP 380237107 | 06/02/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Herald Y. Chen | Mgmt | For | For | For | |||
1.2 | Elect Brian H. Sharples | Mgmt | For | For | For | |||
1.3 | Elect Leah Sweet | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
Intercontinental Exchange, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ICE | CUSIP 45866F104 | 05/14/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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 Charles R. Crisp | Mgmt | For | For | For | |||
4 | Elect Duriya M. Farooqui | Mgmt | For | For | For | |||
5 | Elect Lord Hague of Richmond | Mgmt | For | For | For | |||
6 | Elect Mark F. Mulhern | Mgmt | For | For | For | |||
7 | Elect Thomas E. Noonan | Mgmt | For | For | For | |||
8 | Elect Frederic V. Salerno | Mgmt | For | For | For | |||
9 | Elect Caroline Silver | Mgmt | For | For | For | |||
10 | Elect Jeffrey C. Sprecher | Mgmt | For | For | For | |||
11 | Elect Judith A. Sprieser | Mgmt | For | For | For | |||
12 | Elect Vincent S. Tese | 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 Simple Majority Vote | ShrHoldr | Against | For | Against | |||
Intuit Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INTU | CUSIP 461202103 | 01/21/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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 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 Dennis D. Powell | Mgmt | For | For | For | |||
9 | Elect Brad D. Smith | Mgmt | For | For | For | |||
10 | Elect Thomas J. Szkutak | Mgmt | For | For | For | |||
11 | Elect Raul Vazquez | Mgmt | For | For | For | |||
12 | Elect Jeff Weiner | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
JPMorgan Chase & Co. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JPM | CUSIP 46625H100 | 05/18/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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 James Dimon | Mgmt | For | For | For | |||
6 | Elect Timothy P. Flynn | Mgmt | For | For | For | |||
7 | Elect Mellody Hobson | Mgmt | For | For | For | |||
8 | Elect Michael A. Neal | Mgmt | For | For | For | |||
9 | Elect Phebe N. Novakovic | Mgmt | For | For | For | |||
10 | Elect Virginia M. Rometty | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Amendment to the Long-Term Incentive Plan | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | For | Against | |||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
Mastercard Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MA | CUSIP 57636Q104 | 06/22/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ajay Banga | Mgmt | For | For | For | |||
2 | Elect Merit E. Janow | Mgmt | For | For | For | |||
3 | Elect Richard K. Davis | Mgmt | For | For | For | |||
4 | Elect Steven J. Freiberg | Mgmt | For | For | For | |||
5 | Elect Julius Genachowski | Mgmt | For | For | For | |||
6 | Elect GOH Choon Phong | Mgmt | For | For | For | |||
7 | Elect Oki Matsumoto | Mgmt | For | For | For | |||
8 | Elect Michael Miebach | Mgmt | For | For | For | |||
9 | Elect Youngme E. Moon | Mgmt | For | For | For | |||
10 | Elect Rima Qureshi | Mgmt | For | For | For | |||
11 | Elect Jose Octavio Reyes Lagunes | Mgmt | For | For | For | |||
12 | Elect Gabrielle Sulzberger | Mgmt | For | For | For | |||
13 | Elect Jackson P. Tai | Mgmt | For | For | For | |||
14 | Elect Lance Uggla | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Amendment to the 2006 Long-Term Incentive Plan | Mgmt | For | For | For | |||
18 | Amendment to the 2006 Non-Employee Director Equity Compensation Plan | Mgmt | For | For | For | |||
19 | Elimination of Supermajority Requirements | Mgmt | For | For | For | |||
Medtronic Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MDT | CUSIP G5960L103 | 12/11/2020 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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 Andrea J. Goldsmith | Mgmt | For | For | For | |||
5 | Elect Randall J. Hogan, III | Mgmt | For | For | For | |||
6 | Elect Michael O. Leavitt | Mgmt | For | For | For | |||
7 | Elect James T. Lenehan | Mgmt | For | For | For | |||
8 | Elect Kevin E. Lofton | Mgmt | For | For | For | |||
9 | Elect Geoffrey S. Martha | Mgmt | For | For | For | |||
10 | Elect Elizabeth G. Nabel | Mgmt | For | For | For | |||
11 | Elect Denise M. O'Leary | Mgmt | For | For | For | |||
12 | Elect Kendall J. Powell | Mgmt | For | For | For | |||
13 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | 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 | |||
Microsoft Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MSFT | CUSIP 594918104 | 12/02/2020 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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-Stoll | 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 Charles W. Scharf | Mgmt | For | For | For | |||
8 | Elect Arne M. Sorenson | 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 Report on Non-Management Employee Representation on the Board | ShrHoldr | Against | For | Against | |||
National Grid Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NG. | CINS G6S9A7120 | 04/22/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | WPDIL Acquisition | Mgmt | For | For | For | |||
2 | Amendment to Borrowing Powers | Mgmt | For | For | For | |||
National Grid Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NG. | CINS G6S9A7120 | 07/27/2020 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
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 Sir Peter Gershon | Mgmt | For | For | For | |||
4 | Elect John Pettigrew | Mgmt | For | For | For | |||
5 | Elect Andy Agg | Mgmt | For | For | For | |||
6 | Elect Nicola Shaw | Mgmt | For | For | For | |||
7 | Elect Mark Williamson | Mgmt | For | For | For | |||
8 | Elect Jonathan Dawson | Mgmt | For | For | For | |||
9 | Elect Therese Esperdy | Mgmt | For | For | For | |||
10 | Elect Paul Golby | Mgmt | For | For | For | |||
11 | Elect Liz Hewitt | Mgmt | For | For | For | |||
12 | Elect Amanda Mesler | Mgmt | For | For | For | |||
13 | Elect Earl L. Shipp | Mgmt | For | For | For | |||
14 | Elect Jonathan SIlver | 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 Report (Advisory) | 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 | Share Incentive Plan | Mgmt | For | For | For | |||
21 | Sharesave Plan | Mgmt | For | For | For | |||
22 | Amendment to Borrowing Powers | Mgmt | For | For | For | |||
23 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
24 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
25 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
26 | 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 | 04/27/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jeffrey H. Black | Mgmt | For | For | For | |||
2 | Elect Kathy Hopinkah Hannan | Mgmt | For | For | For | |||
3 | Elect Shailesh G. Jejurikar | Mgmt | For | For | For | |||
4 | Elect Christopher J. Kearney | Mgmt | For | For | For | |||
5 | Elect Judith F. Marks | Mgmt | For | For | For | |||
6 | Elect Harold W. McGraw III | Mgmt | For | For | For | |||
7 | Elect Margaret M.V. Preston | Mgmt | For | For | For | |||
8 | Elect Shelley Stewart, Jr. | Mgmt | For | For | For | |||
9 | Elect John H. 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 | Ratification of Auditor | Mgmt | For | For | For | |||
Regeneron Pharmaceuticals, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
REGN | CUSIP 75886F107 | 06/11/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect N. Anthony Coles | Mgmt | For | Against | Against | |||
2 | Elect Arthur F. Ryan | Mgmt | For | Against | Against | |||
3 | Elect George L. Sing | Mgmt | For | Against | Against | |||
4 | Elect Marc Tessier-Lavigne | Mgmt | For | For | For | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
Stanley Black & Decker, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SWK | CUSIP 854502101 | 05/10/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Andrea J. Ayers | Mgmt | For | For | For | |||
2 | Elect George W. Buckley | Mgmt | For | For | For | |||
3 | Elect Patrick D. Campbell | Mgmt | For | For | For | |||
4 | Elect Carlos M. Cardoso | Mgmt | For | For | For | |||
5 | Elect Robert B. Coutts | Mgmt | For | For | For | |||
6 | Elect Debra A. Crew | Mgmt | For | For | For | |||
7 | Elect Michael D. Hankin | Mgmt | For | For | For | |||
8 | Elect James M. Loree | Mgmt | For | For | For | |||
9 | Elect Jane M. Palmieri | Mgmt | For | For | For | |||
10 | Elect Mojdeh Poul | Mgmt | For | For | For | |||
11 | Elect Dmitri L. Stockton | Mgmt | For | For | For | |||
12 | Elect Irving Tan | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Permit Shareholders to Act by Written Consent | Mgmt | For | For | For | |||
16 | Elimination of CBCA Supermajority Requirements | Mgmt | For | For | For | |||
17 | Elimination of Business Combination Supermajority Requirements | Mgmt | For | For | For | |||
18 | Adoption of Majority Vote for Election of Directors | Mgmt | For | For | For | |||
Starbucks Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SBUX | CUSIP 855244109 | 03/17/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Richard E. Allison, Jr. | Mgmt | For | For | For | |||
2 | Elect Rosalind G. Brewer | Mgmt | For | Abstain | Against | |||
3 | Elect Andrew Campion | Mgmt | For | For | For | |||
4 | Elect Mary N. Dillon | Mgmt | For | For | For | |||
5 | Elect Isabel Ge Mahe | Mgmt | For | For | For | |||
6 | Elect Mellody Hobson | Mgmt | For | For | For | |||
7 | Elect Kevin R. Johnson | Mgmt | For | For | For | |||
8 | Elect Jorgen Vig Knudstorp | Mgmt | For | For | For | |||
9 | Elect Satya Nadella | Mgmt | For | For | For | |||
10 | Elect Joshua Cooper Ramo | Mgmt | For | For | For | |||
11 | Elect Clara Shih | Mgmt | For | For | For | |||
12 | Elect Javier G. Teruel | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Non-Management Employee Representation on the Board | ShrHoldr | Against | Against | For | |||
Texas Instruments Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TXN | CUSIP 882508104 | 04/22/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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 Jean M. Hobby | Mgmt | For | For | For | |||
7 | Elect Michael D. Hsu | Mgmt | For | For | For | |||
8 | Elect Ronald Kirk | Mgmt | For | For | For | |||
9 | Elect Pamela H. Patsley | Mgmt | For | For | For | |||
10 | Elect Robert E. Sanchez | Mgmt | For | For | For | |||
11 | Elect Richard K. Templeton | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | |||
The Progressive Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PGR | CUSIP 743315103 | 05/07/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Philip F. Bleser | Mgmt | For | For | For | |||
2 | Elect Stuart B. Burgdoerfer | Mgmt | For | For | For | |||
3 | Elect Pamela J. Craig | Mgmt | For | For | For | |||
�� | 4 | Elect Charles A. Davis | Mgmt | For | For | For | ||
5 | Elect Roger N. Farah | Mgmt | For | For | For | |||
6 | Elect Lawton W. Fitt | Mgmt | For | For | For | |||
7 | Elect Susan Patricia Griffith | Mgmt | For | For | For | |||
8 | Elect Devin C. Johnson | Mgmt | For | For | For | |||
9 | Elect Jeffrey D. Kelly | Mgmt | For | For | For | |||
10 | Elect Barbara R. Snyder | Mgmt | For | For | For | |||
11 | Elect Jan E. Tighe | Mgmt | For | For | For | |||
12 | Elect Kahina Van Dyke | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
The Sherwin-Williams Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SHW | CUSIP 824348106 | 04/21/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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 Richard J. Kramer | Mgmt | For | For | For | |||
5 | Elect John G. Morikis | Mgmt | For | For | For | |||
6 | Elect Christine A. Poon | Mgmt | For | For | For | |||
7 | Elect Aaron M. Powell | Mgmt | For | For | For | |||
8 | Elect Michael H. Thaman | Mgmt | For | For | For | |||
9 | Elect Matthew Thornton III | Mgmt | For | For | For | |||
10 | Elect Steven H. Wunning | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
U.S. Bancorp | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
USB | CUSIP 902973304 | 04/20/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Warner L. Baxter | Mgmt | For | For | For | |||
2 | Elect Dorothy J. Bridges | Mgmt | For | For | For | |||
3 | Elect Elizabeth L. Buse | Mgmt | For | For | For | |||
4 | Elect Andrew Cecere | Mgmt | For | For | For | |||
5 | Elect Kimberly N. Ellison-Taylor | Mgmt | For | For | For | |||
6 | Elect Kimberly J. Harris | Mgmt | For | For | For | |||
7 | Elect Roland A. Hernandez | Mgmt | For | For | For | |||
8 | Elect Olivia F. Kirtley | Mgmt | For | For | For | |||
9 | Elect Karen S. Lynch | Mgmt | For | For | For | |||
10 | Elect Richard P. McKenney | Mgmt | For | For | For | |||
11 | Elect Yusuf I. Mehdi | Mgmt | For | For | For | |||
12 | Elect John P. Wiehoff | Mgmt | For | For | For | |||
13 | Elect Scott W. Wine | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Unilever NV | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UNA | CUSIP 904784709 | 09/21/2020 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Amendments to Articles Regarding Unification | Mgmt | For | For | For | |||
2 | Unification | Mgmt | For | For | For | |||
3 | Ratification of Executive Directors' Acts | Mgmt | For | For | For | |||
4 | Ratification of Non-Executive Directors' Acts | Mgmt | For | For | For | |||
Unilever plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ULVR | CUSIP 904767704 | 05/05/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | |||
3 | Remuneration Policy (Binding) | Mgmt | For | For | For | |||
4 | Advisory Vote on Climate Transition Action Plan | Mgmt | For | For | For | |||
5 | Elect Nils Andersen | Mgmt | For | For | For | |||
6 | Elect Laura M.L. Cha | Mgmt | For | For | For | |||
7 | Elect Judith Hartmann | Mgmt | For | For | For | |||
8 | Elect Alan Jope | Mgmt | For | For | For | |||
9 | Elect Andrea Jung | Mgmt | For | For | For | |||
10 | Elect Susan Kilsby | Mgmt | For | For | For | |||
11 | Elect Strive T. Masiyiwa | Mgmt | For | For | For | |||
12 | Elect Youngme E. Moon | Mgmt | For | For | For | |||
13 | Elect Graeme D. Pitkethly | Mgmt | For | For | For | |||
14 | Elect John Rishton | Mgmt | For | For | For | |||
15 | Elect Feike Sijbesma | 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 | Approval of Performance Share Plan | 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 Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
23 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
24 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | |||
25 | Adoption of New Articles | Mgmt | For | For | For | |||
26 | Reduction in Share Premium Account | Mgmt | For | For | For | |||
United Rentals, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
URI | CUSIP 911363109 | 05/06/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
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 Matthew J. Flannery | Mgmt | For | For | For | |||
4 | Elect Bobby J. Griffin | Mgmt | For | For | For | |||
5 | Elect Kim Harris Jones | Mgmt | For | For | For | |||
6 | Elect Terri L. Kelly | Mgmt | For | For | For | |||
7 | Elect Michael J. Kneeland | Mgmt | For | For | For | |||
8 | Elect Gracia C. Martore | Mgmt | For | For | For | |||
9 | Elect Filippo Passerini | Mgmt | For | For | For | |||
10 | Elect Donald C. Roof | 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 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | ShrHoldr | Against | For | Against | |||
Vestas Wind Systems A/S | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VWS | CINS K9773J128 | 04/08/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Denmark | |||||||
Issue 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 | Accounts and Reports | Mgmt | For | For | For | |||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
10 | Remuneration Report | Mgmt | For | For | For | |||
11 | Directors' Fees | Mgmt | For | For | For | |||
12 | Elect Anders Runevad | Mgmt | For | For | For | |||
13 | Elect Bert Nordberg | Mgmt | For | For | For | |||
14 | Elect Bruce Grant | Mgmt | For | For | For | |||
15 | Elect Eva Merete Sofelde Berneke | Mgmt | For | For | For | |||
16 | Elect Helle Thorning-Schmidt | Mgmt | For | For | For | |||
17 | Elect Karl-Henrik Sundstrom | Mgmt | For | For | For | |||
18 | Elect Lars Josefsson | Mgmt | For | For | For | |||
19 | Elect Kentaro Hosomi | Mgmt | For | For | For | |||
20 | Appointment of Auditor | Mgmt | For | For | For | |||
21 | Amendments to Remuneration Policy | Mgmt | For | For | For | |||
22 | Amendments to Articles regarding the Denomination of Shares | Mgmt | For | For | For | |||
23 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | |||
24 | Amendments to Articles Regarding Virtual meetings | Mgmt | For | For | For | |||
25 | Amendments to Articles Regarding Electronic Communication | Mgmt | For | For | For | |||
26 | Special Dividend | Mgmt | For | For | For | |||
27 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
28 | Authorization of Legal Formalities | 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 | |||
W.W. Grainger, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GWW | CUSIP 384802104 | 04/28/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Rodney C. Adkins | Mgmt | For | For | For | |||
1.2 | Elect Brian P. Anderson | Mgmt | For | For | For | |||
1.3 | Elect V. Ann Hailey | Mgmt | For | For | For | |||
1.4 | Elect Katherine D. Jaspon | Mgmt | For | For | For | |||
1.5 | Elect Stuart L. Levenick | Mgmt | For | For | For | |||
1.6 | Elect D. G. Macpherson | Mgmt | For | For | For | |||
1.7 | Elect Neil S. Novich | Mgmt | For | For | For | |||
1.8 | Elect Beatriz R. Perez | Mgmt | For | For | For | |||
1.9 | Elect Michael J. Roberts | Mgmt | For | For | For | |||
1.10 | Elect E. Scott Santi | Mgmt | For | For | For | |||
1.11 | Elect Susan Slavik Williams | Mgmt | For | For | For | |||
1.12 | Elect Lucas E. Watson | Mgmt | For | For | For | |||
1.13 | Elect Steven A. White | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
Zebra Technologies Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ZBRA | CUSIP 989207105 | 05/14/2021 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Chirantan J. Desai | Mgmt | For | For | For | |||
1.2 | Elect Richard L. Keyser | Mgmt | For | For | For | |||
1.3 | Elect Ross W. Manire | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
Fund Name: U.S. Equity Index Putwrite Strategy Portfolio | ||||||||
There were no matters relating to a portfolio security considered at any shareholder meeting held from July 1, 2020 to June 30, 2021 with respect to which the Fund was entitled to vote. | ||||||||
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 Advisers Management Trust
By: | /s/ Joseph V. Amato |
Joseph V. Amato | |
Chief Executive Officer and President |
Date: August 27, 2021