UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED
MANAGEMENT INVESTMENT COMPANY
Investment Company Act file number - 811-4982
Heartland Group, Inc.
(Exact name of registrant as specified in charter)
790 North Water Street, Suite 1200
Milwaukee, WI, 53202
(Address of principal executive offices) (Zip code)
William R. Nasgovitz
Heartland Advisors, Inc.
790 N. Water St. Suite 1200
Milwaukee, WI, 532027
(Name and address of agent for service)
Registrant's telephone number, including area code: 414-347-7777
Date of fiscal year end: 12/31
Date of reporting period: 07/01/2022 - 06/30/2023
| Fund Name : Heartland Mid Cap Value Fund | |||||||
| A. O. Smith Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| AOS | CUSIP 831865209 | 04/11/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Ronald D. Brown | Mgmt | For | For | For | ||
| 1.2 | Elect Earl A. Exum | Mgmt | For | For | For | ||
| 1.3 | Elect Michael M. Larsen | Mgmt | For | For | For | ||
| 1.4 | Elect Idelle K. Wolf | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Ratification of Auditor | Mgmt | For | For | For | ||
| 4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 5 | Shareholder Proposal Regarding Report on Racism in Company Culture | ShrHoldr | Against | Against | For | ||
| Activision Blizzard, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ATVI | CUSIP 00507V109 | 06/21/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Reveta Bowers | Mgmt | For | For | For | ||
| 2 | Elect Kerry Carr | Mgmt | For | For | For | ||
| 3 | Elect Robert J. Corti | Mgmt | For | For | For | ||
| 4 | Elect Brian G. Kelly | Mgmt | For | For | For | ||
| 5 | Elect Robert A. Kotick | Mgmt | For | For | For | ||
| 6 | Elect Barry Meyer | Mgmt | For | For | For | ||
| 7 | Elect Robert J. Morgado | Mgmt | For | For | For | ||
| 8 | Elect Peter Nolan | Mgmt | For | For | For | ||
| 9 | Elect Dawn Ostroff | Mgmt | For | For | For | ||
| 10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 12 | Ratification of Auditor | Mgmt | For | For | For | ||
| 13 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | ||
| 14 | Shareholder Proposal Regarding Policy on Freedom of Association | ShrHoldr | Against | For | Against | ||
| 15 | Shareholder Proposal Regarding Report on Harassment and Discrimination | ShrHoldr | Against | Abstain | N/A | ||
| Allison Transmission Holdings, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ALSN | CUSIP 01973R101 | 05/03/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Judy L. Altmaier | Mgmt | For | For | For | ||
| 2 | Elect D. Scott Barbour | Mgmt | For | For | For | ||
| 3 | Elect Philip J. Christman | Mgmt | For | For | For | ||
| 4 | Elect David C. Everitt | Mgmt | For | For | For | ||
| 5 | Elect David S. Graziosi | Mgmt | For | For | For | ||
| 6 | Elect Carolann I. Haznedar | Mgmt | For | For | For | ||
| 7 | Elect Richard P. Lavin | Mgmt | For | Against | Against | ||
| 8 | Elect Sasha Ostojic | Mgmt | For | For | For | ||
| 9 | Elect Gustave F. Perna | Mgmt | For | For | For | ||
| 10 | Elect Krishna Shivram | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Amerco | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| UHAL | CUSIP 023586100 | 08/18/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Edward J. Shoen | Mgmt | For | For | For | ||
| 1.2 | Elect James E. Acridge | Mgmt | For | For | For | ||
| 1.3 | Elect John P. Brogan | Mgmt | For | For | For | ||
| 1.4 | Elect James J. Grogan | Mgmt | For | For | For | ||
| 1.5 | Elect Richard J. Herrera | Mgmt | For | For | For | ||
| 1.6 | Elect Karl A. Schmidt | Mgmt | For | For | For | ||
| 1.7 | Elect Roberta R. Shank | Mgmt | For | For | For | ||
| 1.8 | Elect Samuel J. Shoen | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Shareholder Proposal Regarding Ratification of Board and Management Acts | ShrHoldr | For | Abstain | Against | ||
| 4 | Shareholder Proposal Regarding Adoption of Targets to Achieve Net-zero Emissions by 2050 | ShrHoldr | Against | Against | For | ||
| Americold Realty Trust | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| COLD | CUSIP 03064D108 | 05/16/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect George F. Chappelle Jr. | Mgmt | For | For | For | ||
| 2 | Elect George J. Alburger, Jr. | Mgmt | For | For | For | ||
| 3 | Elect Kelly H. Barrett | Mgmt | For | For | For | ||
| 4 | Elect Robert L. Bass | Mgmt | For | For | For | ||
| 5 | Elect Antonio F. Fernandez | Mgmt | For | For | For | ||
| 6 | Elect Pamela K. Kohn | Mgmt | For | For | For | ||
| 7 | Elect David J. Neithercut | Mgmt | For | For | For | ||
| 8 | Elect Mark R. Patterson | Mgmt | For | For | For | ||
| 9 | Elect Andrew P. Power | Mgmt | For | For | For | ||
| 10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| BWX Technologies, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| BWXT | CUSIP 05605H100 | 05/03/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Jan A. Bertsch | Mgmt | For | For | For | ||
| 2 | Elect Gerhard F. Burbach | Mgmt | For | For | For | ||
| 3 | Elect Rex D. Geveden | Mgmt | For | For | For | ||
| 4 | Elect James M. Jaska | Mgmt | For | For | For | ||
| 5 | Elect Kenneth J. Krieg | Mgmt | For | For | For | ||
| 6 | Elect Leland D. Melvin | Mgmt | For | For | For | ||
| 7 | Elect Robert L. Nardelli | Mgmt | For | For | For | ||
| 8 | Elect Barbara A. Niland | Mgmt | For | For | For | ||
| 9 | Elect John M. Richardson | 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 | ||
| Cable One, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CABO | CUSIP 12685J105 | 05/19/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Brad D. Brian | Mgmt | For | For | For | ||
| 2 | Elect Deborah J. Kissire | Mgmt | For | For | For | ||
| 3 | Elect Julia M. Laulis | Mgmt | For | For | For | ||
| 4 | Elect Mary E. Meduski | Mgmt | For | For | For | ||
| 5 | Elect Thomas O. Might | Mgmt | For | For | For | ||
| 6 | Elect Sherrese M. Smith | Mgmt | For | For | For | ||
| 7 | Elect Wallace R. Weitz | Mgmt | For | For | For | ||
| 8 | Elect Katharine B. Weymouth | Mgmt | For | For | For | ||
| 9 | Ratification of Auditor | Mgmt | For | For | For | ||
| 10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Cal-Maine Foods, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CALM | CUSIP 128030202 | 09/30/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Adolphus B. Baker | Mgmt | For | Withhold | Against | ||
| 1.2 | Elect Max P. Bowman | Mgmt | For | Withhold | Against | ||
| 1.3 | Elect Letitia C. Hughes | Mgmt | For | For | For | ||
| 1.4 | Elect Sherman L. Miller | Mgmt | For | For | For | ||
| 1.5 | Elect James E. Poole | Mgmt | For | For | For | ||
| 1.6 | Elect Steve W. Sanders | Mgmt | For | For | For | ||
| 1.7 | Elect Camille S. Young | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| CarMax, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| KMX | CUSIP 143130102 | 06/27/2023 | 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 David W. McCreight | Mgmt | For | For | For | ||
| 7 | Elect William D. Nash | Mgmt | For | For | For | ||
| 8 | Elect Mark F. O'Neil | Mgmt | For | For | For | ||
| 9 | Elect Pietro Satriano | Mgmt | For | For | For | ||
| 10 | Elect Marcella Shinder | Mgmt | For | For | For | ||
| 11 | Elect Mitchell D. Steenrod | Mgmt | For | For | For | ||
| 12 | Ratification of Auditor | Mgmt | For | For | For | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 15 | Amendment to the 2022 Stock Incentive Plan | Mgmt | For | For | For | ||
| Centene Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CNC | CUSIP 15135B101 | 05/10/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Jessica L. Blume | Mgmt | For | For | For | ||
| 2 | Elect Kenneth A. Burdick | Mgmt | For | For | For | ||
| 3 | Elect Christopher J. Coughlin | Mgmt | For | For | For | ||
| 4 | Elect H. James Dallas | Mgmt | For | For | For | ||
| 5 | Elect Wayne S. DeVeydt | Mgmt | For | For | For | ||
| 6 | Elect Frederick H. Eppinger | Mgmt | For | For | For | ||
| 7 | Elect Monte E. Ford | Mgmt | For | For | For | ||
| 8 | Elect Sarah M. London | Mgmt | For | For | For | ||
| 9 | Elect Lori J. Robinson | Mgmt | For | For | For | ||
| 10 | Elect Theodore R. Samuels, II | Mgmt | For | For | For | ||
| 11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 13 | Ratification of Auditor | Mgmt | For | For | For | ||
| 14 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||
| 15 | Shareholder Proposal Regarding Report on Linking Executive Pay to Maternal Morbidity Metrics | ShrHoldr | Against | Against | For | ||
| Centene Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CNC | CUSIP 15135B101 | 09/27/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Special | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Repeal of Classified Board | Mgmt | For | For | For | ||
| 2 | Permit Shareholders to Call Special Meetings | Mgmt | For | For | For | ||
| 3 | Permit Shareholders to Act by Written Consent | Mgmt | For | For | For | ||
| 4 | Right to Adjourn Meeting | Mgmt | For | For | For | ||
| Conagra Brands, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CAG | CUSIP 205887102 | 09/21/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Anil Arora | Mgmt | For | For | For | ||
| 2 | Elect Thomas K. Brown | Mgmt | For | For | For | ||
| 3 | Elect Emanuel Chirico | Mgmt | For | For | For | ||
| 4 | Elect Sean M. Connolly | Mgmt | For | For | For | ||
| 5 | Elect George Dowdie | Mgmt | For | For | For | ||
| 6 | Elect Fran Horowitz | Mgmt | For | For | For | ||
| 7 | Elect Richard H. Lenny | Mgmt | For | For | For | ||
| 8 | Elect Melissa B. Lora | Mgmt | For | For | For | ||
| 9 | Elect Ruth Ann Marshall | Mgmt | For | For | For | ||
| 10 | Elect Denise Paulonis | 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 Independent Chair | ShrHoldr | Against | For | Against | ||
| Constellation Energy Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CEG | CUSIP 21037T109 | 04/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Joseph Dominguez | Mgmt | For | For | For | ||
| 1.2 | Elect Julie Holzrichter | Mgmt | For | For | For | ||
| 1.3 | Elect Ashish Khandpur | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| D.R. Horton, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| DHI | CUSIP 23331A109 | 01/18/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Donald R. Horton | Mgmt | For | For | For | ||
| 2 | Elect Barbara K. Allen | Mgmt | For | For | For | ||
| 3 | Elect Brad S. Anderson | Mgmt | For | For | For | ||
| 4 | Elect Michael R. Buchanan | Mgmt | For | For | For | ||
| 5 | Elect Benjamin S. Carson, Sr. | Mgmt | For | For | For | ||
| 6 | Elect Maribess L. Miller | Mgmt | For | For | For | ||
| 7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 8 | Ratification of Auditor | Mgmt | For | For | For | ||
| DENTSPLY SIRONA Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| XRAY | CUSIP 24906P109 | 05/24/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Eric K. Brandt | Mgmt | For | For | For | ||
| 2 | Elect Simon D. Campion | Mgmt | For | For | For | ||
| 3 | Elect Willie A. Deese | Mgmt | For | For | For | ||
| 4 | Elect Betsy D. Holden | Mgmt | For | For | For | ||
| 5 | Elect Clyde R. Hosein | Mgmt | For | For | For | ||
| 6 | Elect Harry M. Jansen Kraemer, Jr. | Mgmt | For | For | For | ||
| 7 | Elect Gregory T. Lucier | Mgmt | For | For | For | ||
| 8 | Elect Jonathan J. Mazelsky | Mgmt | For | For | For | ||
| 9 | Elect Leslie F. Varon | Mgmt | For | For | For | ||
| 10 | Elect Janet S. Vergis | Mgmt | For | For | For | ||
| 11 | Elect Dorothea Wenzel | Mgmt | For | For | For | ||
| 12 | Ratification of Auditor | Mgmt | For | For | For | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Encompass Health Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| EHC | CUSIP 29261A100 | 05/04/2023 | 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 Joan E. Herman | Mgmt | For | For | For | ||
| 5 | Elect Leslye G. Katz | Mgmt | For | For | For | ||
| 6 | Elect Patricia A. Maryland | Mgmt | For | For | For | ||
| 7 | Elect Kevin J. O'Connor | Mgmt | For | For | For | ||
| 8 | Elect Christopher R. Reidy | Mgmt | For | For | For | ||
| 9 | Elect Nancy M. Schlichting | Mgmt | For | For | For | ||
| 10 | Elect Mark J. Tarr | Mgmt | For | For | For | ||
| 11 | Elect Terrance Williams | Mgmt | For | For | For | ||
| 12 | Ratification of Auditor | Mgmt | For | For | For | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Equity Commonwealth | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| EQC | CUSIP 294628102 | 06/13/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Samuel Zell | Mgmt | For | For | For | ||
| 1.2 | Elect Ellen-Blair Chube | Mgmt | For | For | For | ||
| 1.3 | Elect Martin L. Edelman | Mgmt | For | For | For | ||
| 1.4 | Elect David Helfand | Mgmt | For | For | For | ||
| 1.5 | Elect Peter L. Linneman | Mgmt | For | For | For | ||
| 1.6 | Elect Mary Jane Robertson | Mgmt | For | For | For | ||
| 1.7 | Elect Gerald A. Spector | Mgmt | For | For | For | ||
| 1.8 | Elect James A. Star | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| 5 | Amendment to the 2015 Omnibus Incentive Plan | Mgmt | For | For | For | ||
| Essex Property Trust, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ESS | CUSIP 297178105 | 05/09/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Keith R. Guericke | Mgmt | For | Against | Against | ||
| 2 | Elect Maria R. Hawthorne | Mgmt | For | For | For | ||
| 3 | Elect Amal M. Johnson | Mgmt | For | For | For | ||
| 4 | Elect Mary Kasaris | Mgmt | For | For | For | ||
| 5 | Elect Angela L. Kleiman | Mgmt | For | Against | Against | ||
| 6 | Elect Irving F. Lyons, III | Mgmt | For | For | For | ||
| 7 | Elect George M. Marcus | Mgmt | For | For | For | ||
| 8 | Elect Thomas E. Robinson | Mgmt | For | For | For | ||
| 9 | Elect Michael J. Schall | Mgmt | For | Against | Against | ||
| 10 | Elect Byron A. Scordelis | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 13 | Frequency of Advisory Vote on Executive Compensation-ONE (1) YEAR | Mgmt | 1 Year | 1 Year | For | ||
| Expedia Group, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| EXPE | CUSIP 30212P303 | 05/31/2023 | Take No Action | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Samuel Altman | Mgmt | For | TNA | N/A | ||
| 2 | Elect Beverly Anderson | Mgmt | For | TNA | N/A | ||
| 3 | Elect M. Moina Banerjee | Mgmt | For | TNA | N/A | ||
| 4 | Elect Chelsea Clinton | Mgmt | For | TNA | N/A | ||
| 5 | Elect Barry Diller | Mgmt | For | TNA | N/A | ||
| 6 | Elect Henrique Dubugras | Mgmt | For | TNA | N/A | ||
| 7 | Elect Craig A. Jacobson | Mgmt | For | TNA | N/A | ||
| 8 | Elect Peter M. Kern | Mgmt | For | TNA | N/A | ||
| 9 | Elect Dara Khosrowshahi | Mgmt | For | TNA | N/A | ||
| 10 | Elect Patricia Menendez Cambo | Mgmt | For | TNA | N/A | ||
| 11 | Elect Alexander von Furstenberg | Mgmt | For | TNA | N/A | ||
| 12 | Elect Julie Whalen | Mgmt | For | TNA | N/A | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | TNA | N/A | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | TNA | Against | ||
| 15 | Amendment to the 2005 Stock and Annual Incentive Plan | Mgmt | For | TNA | N/A | ||
| 16 | Amendment to the 2013 Employee Stock Purchase Plan | Mgmt | For | TNA | N/A | ||
| 17 | Ratification of Auditor | Mgmt | For | TNA | N/A | ||
| F5, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| FFIV | CUSIP 315616102 | 03/09/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Marianne Budnik | Mgmt | For | For | For | ||
| 2 | Elect Elizabeth L. Buse | Mgmt | For | For | For | ||
| 3 | Elect Michael L. Dreyer | Mgmt | For | For | For | ||
| 4 | Elect Alan J. Higginson | Mgmt | For | For | For | ||
| 5 | Elect Peter S. Klein | Mgmt | For | For | For | ||
| 6 | Elect Francois Locoh-Donou | Mgmt | For | For | For | ||
| 7 | Elect Nikhil Mehta | Mgmt | For | For | For | ||
| 8 | Elect Michael F. Montoya | Mgmt | For | For | For | ||
| 9 | Elect Marie E. Myers | Mgmt | For | For | For | ||
| 10 | Elect James M. Phillips | Mgmt | For | For | For | ||
| 11 | Elect Sripada Shivananda | Mgmt | For | For | For | ||
| 12 | Amendment to the Incentive Plan | Mgmt | For | For | For | ||
| 13 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | ||
| 14 | Ratification of Auditor | Mgmt | For | For | For | ||
| 15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| First Interstate Bancsystem, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| FIBK | CUSIP 32055Y201 | 05/24/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Alice S. Cho | Mgmt | For | For | For | ||
| 2 | Elect Thomas E. Henning | Mgmt | For | For | For | ||
| 3 | Elect Dennis L. Johnson | Mgmt | For | For | For | ||
| 4 | Elect Patricia L. Moss | Mgmt | For | For | For | ||
| 5 | Elect Daniel A. Rykhus | Mgmt | For | For | For | ||
| 6 | Conversion from Montana to Delaware | Mgmt | For | For | For | ||
| 7 | Approval of the 2023 Equity and Incentive Plan | Mgmt | For | For | For | ||
| 8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 10 | Ratification of Auditor | Mgmt | For | For | For | ||
| Firstenergy Corp. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| FE | CUSIP 337932107 | 05/24/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Jana T. Croom | Mgmt | For | For | For | ||
| 2 | Elect Steven J. Demetriou | Mgmt | For | For | For | ||
| 3 | Elect Lisa Winston Hicks | Mgmt | For | For | For | ||
| 4 | Elect Paul Kaleta | Mgmt | For | Against | Against | ||
| 5 | Elect Sean T. Klimczak | Mgmt | For | For | For | ||
| 6 | Elect Jesse A. Lynn | Mgmt | For | For | For | ||
| 7 | Elect James F. O'Neil III | Mgmt | For | For | For | ||
| 8 | Elect John W. Somerhalder II | Mgmt | For | For | For | ||
| 9 | Elect Andrew J. Teno | Mgmt | For | For | For | ||
| 10 | Elect Leslie M. Turner | Mgmt | For | For | For | ||
| 11 | Elect Melvin Williams | Mgmt | For | For | For | ||
| 12 | Ratification of Auditor | Mgmt | For | For | For | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 15 | Reduce Ownership Threshold for Shareholders to Call Special Meetings | Mgmt | For | For | For | ||
| 16 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | ||
| 17 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Against | Against | For | ||
| Flowserve Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| FLS | CUSIP 34354P105 | 05/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect R. Scott Rowe | Mgmt | For | For | For | ||
| 2 | Elect Sujeet Chand | Mgmt | For | For | For | ||
| 3 | Elect Ruby R. Chandy | Mgmt | For | For | For | ||
| 4 | Elect Gayla J. Delly | Mgmt | For | For | For | ||
| 5 | Elect John R. Friedery | Mgmt | For | For | For | ||
| 6 | Elect John L. Garrison Jr. | Mgmt | For | For | For | ||
| 7 | Elect Michael C. McMurray | Mgmt | For | For | For | ||
| 8 | Elect Thomas B. Okray | Mgmt | For | For | For | ||
| 9 | Elect David E. Roberts | Mgmt | For | For | For | ||
| 10 | Elect Kenneth I. Siegel | Mgmt | For | For | For | ||
| 11 | Elect Carlyn R. Taylor | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 14 | Ratification of Auditor | Mgmt | For | For | For | ||
| 15 | Shareholder Proposal Regarding Length of Share Ownership Required to Call Special Meetings | ShrHoldr | Against | For | Against | ||
| FMC Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| FMC | CUSIP 302491303 | 04/27/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Pierre R. Brondeau | Mgmt | For | For | For | ||
| 2 | Elect Eduardo E. Cordeiro | Mgmt | For | For | For | ||
| 3 | Elect Carol A. Davidson | Mgmt | For | For | For | ||
| 4 | Elect Mark A. Douglas | Mgmt | For | For | For | ||
| 5 | Elect Kathy L. Fortmann | Mgmt | For | For | For | ||
| 6 | Elect C. Scott Greer | Mgmt | For | For | For | ||
| 7 | Elect K'Lynne Johnson | Mgmt | For | For | For | ||
| 8 | Elect Dirk A. Kempthorne | Mgmt | For | For | For | ||
| 9 | Elect Margareth Ovrum | Mgmt | For | For | For | ||
| 10 | Elect Robert C. Pallash | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| 12 | Approval of the 2023 Incentive Stock Plan | Mgmt | For | For | For | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Freeport-McMoRan Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| FCX | CUSIP 35671D857 | 06/06/2023 | Take No Action | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect David P. Abney | Mgmt | For | TNA | N/A | ||
| 2 | Elect Richard C. Adkerson | Mgmt | For | TNA | N/A | ||
| 3 | Elect Marcela E. Donadio | Mgmt | For | TNA | N/A | ||
| 4 | Elect Robert W. Dudley | Mgmt | For | TNA | N/A | ||
| 5 | Elect Hugh Grant | Mgmt | For | TNA | N/A | ||
| 6 | Elect Lydia H. Kennard | Mgmt | For | TNA | N/A | ||
| 7 | Elect Ryan M. Lance | Mgmt | For | TNA | N/A | ||
| 8 | Elect Sara Grootwassink Lewis | Mgmt | For | TNA | N/A | ||
| 9 | Elect Dustan E. McCoy | Mgmt | For | TNA | N/A | ||
| 10 | Elect Kathleen L. Quirk | Mgmt | For | TNA | N/A | ||
| 11 | Elect John J. Stephens | Mgmt | For | TNA | N/A | ||
| 12 | Elect Frances F. Townsend | Mgmt | For | TNA | N/A | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | TNA | N/A | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | TNA | Against | ||
| 15 | Ratification of Auditor | Mgmt | For | TNA | N/A | ||
| Genpact Limited | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| G | CUSIP G3922B107 | 05/04/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect N.V. Tyagarajan | Mgmt | For | For | For | ||
| 2 | Elect James C. Madden | Mgmt | For | For | For | ||
| 3 | Elect Ajay Agrawal | Mgmt | For | For | For | ||
| 4 | Elect Stacey Cartwright | Mgmt | For | For | For | ||
| 5 | Elect Laura Conigliaro | Mgmt | For | For | For | ||
| 6 | Elect Tamara Franklin | Mgmt | For | For | For | ||
| 7 | Elect Carol Lindstrom | Mgmt | For | For | For | ||
| 8 | Elect CeCelia Morken | Mgmt | For | For | For | ||
| 9 | Elect Brian M. Stevens | Mgmt | For | For | For | ||
| 10 | Elect Mark Verdi | Mgmt | For | For | For | ||
| 11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 13 | Ratification of Auditor | Mgmt | For | For | For | ||
| Ingredion Incorporated | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| INGR | CUSIP 457187102 | 05/19/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect David B. Fischer | Mgmt | For | For | For | ||
| 2 | Elect Paul Hanrahan | Mgmt | For | For | For | ||
| 3 | Elect Rhonda L. Jordan | Mgmt | For | For | For | ||
| 4 | Elect Gregory B. Kenny | Mgmt | For | For | For | ||
| 5 | Elect Charles V. Magro | Mgmt | For | For | For | ||
| 6 | Elect Victoria J. Reich | Mgmt | For | For | For | ||
| 7 | Elect Catherine A. Suever | Mgmt | For | For | For | ||
| 8 | Elect Stephan B. Tanda | Mgmt | For | For | For | ||
| 9 | Elect Jorge A. Uribe | Mgmt | For | For | For | ||
| 10 | Elect Patricia Verduin | Mgmt | For | For | For | ||
| 11 | Elect Dwayne A. Wilson | Mgmt | For | For | For | ||
| 12 | Elect James Zallie | Mgmt | For | For | For | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 15 | Ratification of Auditor | Mgmt | For | For | For | ||
| 16 | Approval of Exclusive Forum Provisions | Mgmt | For | Against | Against | ||
| 17 | Approval of the 2023 Stock Incentive Plan | Mgmt | For | For | For | ||
| Interactive Brokers Group, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| IBKR | CUSIP 45841N107 | 04/20/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Thomas Peterffy | Mgmt | For | For | For | ||
| 2 | Elect Earl H. Nemser | Mgmt | For | Against | Against | ||
| 3 | Elect Milan Galik | Mgmt | For | For | For | ||
| 4 | Elect Paul J. Brody | Mgmt | For | Against | Against | ||
| 5 | Elect Lawrence E. Harris | Mgmt | For | For | For | ||
| 6 | Elect Philip Uhde | Mgmt | For | For | For | ||
| 7 | Elect William Peterffy | Mgmt | For | For | For | ||
| 8 | Elect Nicole Yuen | Mgmt | For | For | For | ||
| 9 | Elect Jill Bright | Mgmt | For | For | For | ||
| 10 | Ratification of Auditor | Mgmt | For | For | For | ||
| 11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 2 Years | 1 Year | Against | ||
| 13 | Amendment to the 2007 Stock Incentive Plan | Mgmt | For | For | For | ||
| J.B. Hunt Transport Services, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| JBHT | CUSIP 445658107 | 04/27/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Francesca M. Edwardson | Mgmt | For | For | For | ||
| 2 | Elect Wayne Garrison | Mgmt | For | For | For | ||
| 3 | Elect Sharilyn S. Gasaway | Mgmt | For | For | For | ||
| 4 | Elect John B. (Thad) Hill, III | Mgmt | For | For | For | ||
| 5 | Elect J. Bryan Hunt Jr. | Mgmt | For | For | For | ||
| 6 | Elect Persio V. Lisboa | Mgmt | For | For | For | ||
| 7 | Elect John N. Roberts III | Mgmt | For | For | For | ||
| 8 | Elect James L. Robo | Mgmt | For | For | For | ||
| 9 | Elect Kirk Thompson | 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 | ||
| Kennametal Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| KMT | CUSIP 489170100 | 10/25/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Joseph Alvarado | Mgmt | For | For | For | ||
| 1.2 | Elect Cindy L. Davis | Mgmt | For | For | For | ||
| 1.3 | Elect William J. Harvey | Mgmt | For | For | For | ||
| 1.4 | Elect William M. Lambert | Mgmt | For | For | For | ||
| 1.5 | Elect Lorraine M. Martin | Mgmt | For | For | For | ||
| 1.6 | Elect Sagar A. Patel | Mgmt | For | For | For | ||
| 1.7 | Elect Christopher Rossi | Mgmt | For | For | For | ||
| 1.8 | Elect Lawrence W. Stranghoener | Mgmt | For | For | For | ||
| 1.9 | Elect Steven H. Wunning | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Kimberly-Clark Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| KMB | CUSIP 494368103 | 04/20/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Sylvia M. Burwell | Mgmt | For | For | For | ||
| 2 | Elect John W. Culver | Mgmt | For | For | For | ||
| 3 | Elect Michael D. Hsu | Mgmt | For | For | For | ||
| 4 | Elect Mae C. Jemison | Mgmt | For | For | For | ||
| 5 | Elect S. Todd Maclin | Mgmt | For | For | For | ||
| 6 | Elect Deirdre Mahlan | Mgmt | For | For | For | ||
| 7 | Elect Sherilyn S. McCoy | Mgmt | For | For | For | ||
| 8 | Elect Christa Quarles | Mgmt | For | For | For | ||
| 9 | Elect Jaime A. Ramirez | Mgmt | For | For | For | ||
| 10 | Elect Dunia A. Shive | Mgmt | For | For | For | ||
| 11 | Elect Mark T. Smucker | Mgmt | For | For | For | ||
| 12 | Elect Michael D. White | Mgmt | For | For | For | ||
| 13 | Ratification of Auditor | Mgmt | For | For | For | ||
| 14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Kirby Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| KEX | CUSIP 497266106 | 04/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Richard J. Alario | Mgmt | For | Against | Against | ||
| 2 | Elect Susan W. Dio | Mgmt | For | For | For | ||
| 3 | Elect David W. Grzebinski | Mgmt | For | For | For | ||
| 4 | Elect Richard R. Stewart | Mgmt | For | For | For | ||
| 5 | Ratification of Auditor | Mgmt | For | For | For | ||
| 6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Markel Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| MKL | CUSIP 570535104 | 05/17/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Mark M. Besca | Mgmt | For | For | For | ||
| 2 | Elect K. Bruce Connell | Mgmt | For | For | For | ||
| 3 | Elect Lawrence Cunningham | Mgmt | For | For | For | ||
| 4 | Elect Thomas S. Gayner | Mgmt | For | For | For | ||
| 5 | Elect Greta J. Harris | Mgmt | For | For | For | ||
| 6 | Elect Morgan E. Housel | Mgmt | For | For | For | ||
| 7 | Elect Diane Leopold | Mgmt | For | For | For | ||
| 8 | Elect Anthony F. Markel | Mgmt | For | For | For | ||
| 9 | Elect Steven A. Markel | Mgmt | For | For | For | ||
| 10 | Elect Harold L. Morrison, Jr. | Mgmt | For | For | For | ||
| 11 | Elect Michael O'Reilly | Mgmt | For | For | For | ||
| 12 | Elect A. Lynne Puckett | Mgmt | For | For | For | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 15 | Ratification of Auditor | Mgmt | For | For | For | ||
| Mohawk Industries, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| MHK | CUSIP 608190104 | 05/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Karen A. Smith Bogart | Mgmt | For | For | For | ||
| 2 | Elect Jeffrey S. Lorberbaum | 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 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | ||
| NOV Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| NOV | CUSIP 62955J103 | 05/17/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Clay C. Williams | Mgmt | For | For | For | ||
| 2 | Elect Greg L. Armstrong | Mgmt | For | For | For | ||
| 3 | Elect Marcela E. Donadio | Mgmt | For | For | For | ||
| 4 | Elect Ben A. Guill | Mgmt | For | For | For | ||
| 5 | Elect David D. Harrison | Mgmt | For | For | For | ||
| 6 | Elect Eric L. Mattson | Mgmt | For | For | For | ||
| 7 | Elect William R. Thomas | Mgmt | For | For | For | ||
| 8 | Elect Robert S. Welborn | Mgmt | For | Against | Against | ||
| 9 | Ratification of Auditor | Mgmt | For | For | For | ||
| 10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 12 | Amendment to Articles Regarding Officer Exculpation | Mgmt | For | For | For | ||
| Old Republic International Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ORI | CUSIP 680223104 | 05/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Barbara A. Adachi | Mgmt | For | For | For | ||
| 1.2 | Elect Charles J. Kovaleski | Mgmt | For | For | For | ||
| 1.3 | Elect Craig R. Smiddy | Mgmt | For | For | For | ||
| 1.4 | Elect Fredricka Taubitz | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 4 | Amendment to Articles Limiting the Liability of Officers | Mgmt | For | For | For | ||
| 5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Packaging Corporation of America | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PKG | CUSIP 695156109 | 05/02/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Cheryl K. Beebe | Mgmt | For | For | For | ||
| 2 | Elect Duane C. Farrington | Mgmt | For | For | For | ||
| 3 | Elect Donna A. Harman | Mgmt | For | For | For | ||
| 4 | Elect Mark W. Kowlzan | Mgmt | For | For | For | ||
| 5 | Elect Robert C. Lyons | Mgmt | For | For | For | ||
| 6 | Elect Thomas P. Maurer | Mgmt | For | For | For | ||
| 7 | Elect Samuel M. Mencoff | Mgmt | For | For | For | ||
| 8 | Elect Roger B. Porter | Mgmt | For | Against | Against | ||
| 9 | Elect Thomas S. Souleles | Mgmt | For | For | For | ||
| 10 | Elect Paul T. Stecko | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Perrigo Company plc | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PRGO | CUSIP G97822103 | 05/04/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Bradley A. Alford | Mgmt | For | For | For | ||
| 2 | Elect Orlando D. Ashford | Mgmt | For | For | For | ||
| 3 | Elect Katherine C. Doyle | Mgmt | For | For | For | ||
| 4 | Elect Adriana Karaboutis | Mgmt | For | For | For | ||
| 5 | Elect Murray S. Kessler | Mgmt | For | For | For | ||
| 6 | Elect Jeffrey B. Kindler | Mgmt | For | For | For | ||
| 7 | Elect Erica L. Mann | Mgmt | For | For | For | ||
| 8 | Elect Albert Manzone | Mgmt | For | For | For | ||
| 9 | Elect Donal O'Connor | Mgmt | For | For | For | ||
| 10 | Elect Geoffrey M. Parker | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
| 12 | Advisory vote on executive compensation | Mgmt | For | Against | Against | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 14 | 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 | Reduction in Share Premium Account | Mgmt | For | For | For | ||
| Pioneer Natural Resources Company | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PXD | CUSIP 723787107 | 05/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect A.R. Alameddine | Mgmt | For | For | For | ||
| 2 | Elect Lori G. Billingsley | Mgmt | For | For | For | ||
| 3 | Elect Edison C. Buchanan | Mgmt | For | For | For | ||
| 4 | Elect Richard P. Dealy | Mgmt | For | For | For | ||
| 5 | Elect Maria S. Jelescu Dreyfus | Mgmt | For | For | For | ||
| 6 | Elect Matthew Gallagher | Mgmt | For | For | For | ||
| 7 | Elect Phillip A. Gobe | Mgmt | For | For | For | ||
| 8 | Elect Stacy P. Methvin | Mgmt | For | For | For | ||
| 9 | Elect Royce W. Mitchell | Mgmt | For | For | For | ||
| 10 | Elect Scott D. Sheffield | Mgmt | For | For | For | ||
| 11 | Elect J. Kenneth Thompson | Mgmt | For | For | For | ||
| 12 | Elect Phoebe A. Wood | Mgmt | For | For | For | ||
| 13 | Ratification of Auditor | Mgmt | For | For | For | ||
| 14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Popular, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| BPOP | CUSIP 733174700 | 05/11/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Ignacio Alvarez | Mgmt | For | For | For | ||
| 2 | Elect Joaquin E. Bacardi, III | Mgmt | For | For | For | ||
| 3 | Elect Alejandro M. Ballester | Mgmt | For | For | For | ||
| 4 | Elect Robert Carrady | Mgmt | For | For | For | ||
| 5 | Elect Richard L. Carrion | Mgmt | For | For | For | ||
| 6 | Elect Betty K. DeVita | Mgmt | For | For | For | ||
| 7 | Elect John W. Diercksen | Mgmt | For | For | For | ||
| 8 | Elect Maria Luisa Ferre Rangel | Mgmt | For | For | For | ||
| 9 | Elect C. Kim Goodwin | Mgmt | For | For | For | ||
| 10 | Elect Jose R. Rodriguez | Mgmt | For | For | For | ||
| 11 | Elect Alejandro M. Sanchez | Mgmt | For | For | For | ||
| 12 | Elect Myrna M. Soto | Mgmt | For | For | For | ||
| 13 | Elect Carlos A. Unanue | Mgmt | For | For | For | ||
| 14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 15 | Ratification of Auditor | Mgmt | For | For | For | ||
| PPG Industries, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PPG | CUSIP 693506107 | 04/20/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Stephen F. Angel | Mgmt | For | For | For | ||
| 2 | Elect Hugh Grant | Mgmt | For | For | For | ||
| 3 | Elect Melanie L. Healey | Mgmt | For | For | For | ||
| 4 | Elect Timothy Knavish | Mgmt | For | For | For | ||
| 5 | Elect Guillermo Novo | Mgmt | For | For | For | ||
| 6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 8 | Ratification of Auditor | Mgmt | For | For | For | ||
| 9 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||
| PS Business Parks, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PSB | CUSIP 69360J107 | 07/15/2022 | 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 | Against | Against | ||
| 3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||
| Quest Diagnostics Incorporated | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| DGX | CUSIP 74834L100 | 05/17/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect James E. Davis | Mgmt | For | For | For | ||
| 2 | Elect Luis Diaz, Jr. | Mgmt | For | For | For | ||
| 3 | Elect Tracey C. Doi | Mgmt | For | For | For | ||
| 4 | Elect Vicky B. Gregg | Mgmt | For | For | For | ||
| 5 | Elect Wright L. Lassiter III | Mgmt | For | For | For | ||
| 6 | Elect Timothy L. Main | Mgmt | For | For | For | ||
| 7 | Elect Denise M. Morrison | Mgmt | For | For | For | ||
| 8 | Elect Gary M. Pfeiffer | Mgmt | For | For | For | ||
| 9 | Elect Timothy M. Ring | Mgmt | For | Against | Against | ||
| 10 | Elect Gail R. Wilensky | Mgmt | For | For | For | ||
| 11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 13 | Ratification of Auditor | Mgmt | For | For | For | ||
| 14 | Amendment to the Long-Term Incentive Plan | Mgmt | For | For | For | ||
| 15 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | ||
| RenaissanceRe Holdings Ltd. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| RNR | CUSIP G7496G103 | 05/09/2023 | Take No Action | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect David C. Bushnell | Mgmt | For | TNA | N/A | ||
| 2 | Elect James L. Gibbons | Mgmt | For | TNA | N/A | ||
| 3 | Elect Shyam Gidumal | Mgmt | For | TNA | N/A | ||
| 4 | Elect Torsten Jeworrek | Mgmt | For | TNA | N/A | ||
| 5 | Advisory Vote on Executive Compensation | Mgmt | For | TNA | N/A | ||
| 6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | TNA | Against | ||
| 7 | Ratification of Auditor | Mgmt | For | TNA | N/A | ||
| Skyworks Solutions, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| SWKS | CUSIP 83088M102 | 05/10/2023 | 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 | Against | Against | ||
| 3 | Elect Liam K. Griffin | Mgmt | For | For | For | ||
| 4 | Elect Eric J. Guerin | Mgmt | For | For | For | ||
| 5 | Elect Christine King | Mgmt | For | For | For | ||
| 6 | Elect Suzanne E. McBride | Mgmt | For | For | For | ||
| 7 | Elect David P. McGlade | Mgmt | For | For | For | ||
| 8 | Elect Robert A. Schriesheim | Mgmt | For | For | For | ||
| 9 | Elect Maryann Turcke | Mgmt | For | For | For | ||
| 10 | Ratification of Auditor | Mgmt | For | For | For | ||
| 11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 13 | Amendment Regarding the Exculpation of Officers | Mgmt | For | Against | Against | ||
| 14 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | N/A | For | N/A | ||
| Spectrum Brands Holdings, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| SPB | CUSIP 84790A105 | 08/09/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Sherianne James | Mgmt | For | For | For | ||
| 2 | Elect Leslie L. Campbell | Mgmt | For | For | For | ||
| 3 | Elect Joan K. Chow | Mgmt | For | For | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| 5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| TE Connectivity Ltd. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| TEL | CUSIP H84989104 | 03/15/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Jean-Pierre Clamadieu | Mgmt | For | For | For | ||
| 2 | Elect Terrence R. Curtin | Mgmt | For | For | For | ||
| 3 | Elect Carol A. Davidson | Mgmt | For | For | For | ||
| 4 | Elect Lynn A. Dugle | Mgmt | For | For | For | ||
| 5 | Elect William A. Jeffrey | Mgmt | For | For | For | ||
| 6 | Elect Shirley LIN Syaru | Mgmt | For | For | For | ||
| 7 | Elect Thomas J. Lynch | Mgmt | For | For | For | ||
| 8 | Elect Heath A. Mitts | Mgmt | For | Against | Against | ||
| 9 | Elect Abhijit Y. Talwalkar | Mgmt | For | For | For | ||
| 10 | Elect Mark C. Trudeau | Mgmt | For | For | For | ||
| 11 | Elect Dawn C. Willoughby | Mgmt | For | For | For | ||
| 12 | Elect Laura H. Wright | Mgmt | For | For | For | ||
| 13 | Appoint Thomas J. Lynch as Board Chair | Mgmt | For | For | For | ||
| 14 | Elect Abhijit Y. Talwalkar as Management Development and Compensation Committee Member | Mgmt | For | For | For | ||
| 15 | Elect Mark C. Trudeau as Management Development and Compensation Committee Member | Mgmt | For | For | For | ||
| 16 | Elect Dawn C. Willoughby as Management Development and Compensation Committee Member | Mgmt | For | For | For | ||
| 17 | Appointment of Independent Proxy | Mgmt | For | For | For | ||
| 18 | Approval of Annual Report and Financial Statements | Mgmt | For | For | For | ||
| 19 | Approval of Statutory Financial Statements | Mgmt | For | For | For | ||
| 20 | Approval of Consolidated Financial Statements | Mgmt | For | For | For | ||
| 21 | Ratification of Board and Management Acts | Mgmt | For | For | For | ||
| 22 | Appointment of Auditor | Mgmt | For | For | For | ||
| 23 | Appointment of Swiss Registered Auditor | Mgmt | For | For | For | ||
| 24 | Appointment of Special Auditor | Mgmt | For | For | For | ||
| 25 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 26 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 27 | Approval of Swiss Statutory Compensation Report | Mgmt | For | For | For | ||
| 28 | Executive Compensation | Mgmt | For | For | For | ||
| 29 | Board Compensation | Mgmt | For | For | For | ||
| 30 | Allocation of Profits | Mgmt | For | For | For | ||
| 31 | Dividend from Reserves | Mgmt | For | For | For | ||
| 32 | Authority to Repurchase Shares | Mgmt | For | For | For | ||
| 33 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | For | For | ||
| 34 | Approval of a Capital Band | Mgmt | For | For | For | ||
| Teradata Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| TDC | CUSIP 88076W103 | 05/09/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Daniel R. Fishback | Mgmt | For | For | For | ||
| 2 | Elect Stephen McMillan | Mgmt | For | For | For | ||
| 3 | Elect Kimberly K. Nelson | Mgmt | For | For | For | ||
| 4 | Elect Todd E. McElhatton | Mgmt | For | For | For | ||
| 5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 7 | Approval of 2023 Stock Incentive Plan | Mgmt | For | For | For | ||
| 8 | Approval of the Employee Stock Purchase Plan | Mgmt | For | For | For | ||
| 9 | Ratification of Auditor | Mgmt | For | For | For | ||
| Texas Capital Bancshares, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| TCBI | CUSIP 88224Q107 | 04/18/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Paola M. Arbour | Mgmt | For | For | For | ||
| 2 | Elect Jonathan E. Baliff | Mgmt | For | For | For | ||
| 3 | Elect James H. Browning | Mgmt | For | For | For | ||
| 4 | Elect Rob C. Holmes | Mgmt | For | For | For | ||
| 5 | Elect David S. Huntley | Mgmt | For | For | For | ||
| 6 | Elect Charles S. Hyle | Mgmt | For | For | For | ||
| 7 | Elect Thomas E. Long | Mgmt | For | For | For | ||
| 8 | Elect Elysia Holt Ragusa | Mgmt | For | For | For | ||
| 9 | Elect Steven P. Rosenberg | Mgmt | For | For | For | ||
| 10 | Elect Robert W. Stallings | Mgmt | For | For | For | ||
| 11 | Elect Dale W. Tremblay | Mgmt | For | For | For | ||
| 12 | Ratification of Auditor | Mgmt | For | For | For | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Thor Industries, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| THO | CUSIP 885160101 | 12/16/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Andrew E. Graves | Mgmt | For | For | For | ||
| 1.2 | Elect Christina Hennington | Mgmt | For | For | For | ||
| 1.3 | Elect Amelia A. Huntington | Mgmt | For | For | For | ||
| 1.4 | Elect Laurel Hurd | Mgmt | For | For | For | ||
| 1.5 | Elect Wilson R. Jones | Mgmt | For | For | For | ||
| 1.6 | Elect William J. Kelley, Jr. | Mgmt | For | For | For | ||
| 1.7 | Elect Christopher J. Klein | Mgmt | For | For | For | ||
| 1.8 | Elect Robert W. Martin | Mgmt | For | For | For | ||
| 1.9 | Elect Peter B. Orthwein | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Watsco, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| WSO | CUSIP 942622200 | 06/05/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Ana Lopez-Blazquez | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| Fund Name : Heartland Value Fund | |||||||
| Accuray Incorporated | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ARAY | CUSIP 004397105 | 11/10/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Anne B. Le Grand | Mgmt | For | For | For | ||
| 2 | Elect Joseph E. Whitters | Mgmt | For | For | For | ||
| 3 | Amendment to the 2016 Equity Incentive Plan | Mgmt | For | Against | Against | ||
| 4 | Amendment to the 2007 Employee Stock Purchase Plan | Mgmt | For | For | For | ||
| 5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 6 | Ratification of Auditor | Mgmt | For | For | For | ||
| Advanced Energy Industries, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| AEIS | CUSIP 007973100 | 04/27/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Grant H. Beard | Mgmt | For | For | For | ||
| 2 | Elect Frederick A. Ball | Mgmt | For | For | For | ||
| 3 | Elect Anne DelSanto | Mgmt | For | For | For | ||
| 4 | Elect Tina M. Donikowski | Mgmt | For | For | For | ||
| 5 | Elect Ronald C. Foster | Mgmt | For | For | For | ||
| 6 | Elect Stephen D. Kelley | Mgmt | For | For | For | ||
| 7 | Elect Lanesha T. Minnix | Mgmt | For | For | For | ||
| 8 | Elect David W. Reed | Mgmt | For | For | For | ||
| 9 | Elect John A. Roush | Mgmt | For | For | For | ||
| 10 | Elect Brian M. Shirley | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 14 | Approval of the 2023 Omnibus Incentive Plan | Mgmt | For | For | For | ||
| Aerojet Rocketdyne Holdings, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| AJRD | CUSIP 007800105 | 03/16/2023 | 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 | For | For | ||
| 3 | Right to Adjourn Meeting | Mgmt | For | Against | Against | ||
| Allete, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ALE | CUSIP 018522300 | 05/09/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Bethany M. Owen | Mgmt | For | For | For | ||
| 2 | Elect Susan K. Nestegard | Mgmt | For | For | For | ||
| 3 | Elect George G. Goldfarb | Mgmt | For | For | For | ||
| 4 | Elect James J. Hoolihan | Mgmt | For | For | For | ||
| 5 | Elect Madeleine W. Ludlow | Mgmt | For | Against | Against | ||
| 6 | Elect Charles R. Matthews | Mgmt | For | For | For | ||
| 7 | Elect Douglas C. Neve | Mgmt | For | For | For | ||
| 8 | Elect Barbara A. Nick | Mgmt | For | For | For | ||
| 9 | Elect Robert P. Powers | Mgmt | For | For | For | ||
| 10 | Elect Charlene A. Thomas | Mgmt | For | For | For | ||
| 11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 13 | Ratification of Auditor | Mgmt | For | For | For | ||
| Alpine Income Property Trust, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PINE | CUSIP 02083X103 | 05/24/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect John P. Albright | Mgmt | For | For | For | ||
| 2 | Elect Mark O. Decker, Jr. | Mgmt | For | For | For | ||
| 3 | Elect Rachel Elias Wein | Mgmt | For | For | For | ||
| 4 | Elect M. Carson Good | Mgmt | For | For | For | ||
| 5 | Elect Andrew C. Richardson | Mgmt | For | For | For | ||
| 6 | Elect Jeffrey S. Yarckin | Mgmt | For | For | For | ||
| 7 | Ratification of Auditor | Mgmt | For | For | For | ||
| Americold Realty Trust | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| COLD | CUSIP 03064D108 | 05/16/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect George F. Chappelle Jr. | Mgmt | For | For | For | ||
| 2 | Elect George J. Alburger, Jr. | Mgmt | For | For | For | ||
| 3 | Elect Kelly H. Barrett | Mgmt | For | For | For | ||
| 4 | Elect Robert L. Bass | Mgmt | For | For | For | ||
| 5 | Elect Antonio F. Fernandez | Mgmt | For | For | For | ||
| 6 | Elect Pamela K. Kohn | Mgmt | For | For | For | ||
| 7 | Elect David J. Neithercut | Mgmt | For | For | For | ||
| 8 | Elect Mark R. Patterson | Mgmt | For | For | For | ||
| 9 | Elect Andrew P. Power | Mgmt | For | For | For | ||
| 10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| Amtech Systems, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ASYS | CUSIP 032332504 | 03/01/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Michael Whang | Mgmt | For | For | For | ||
| 2 | Elect Lisa D. Gibbs | Mgmt | For | Withhold | Against | ||
| 3 | Elect Robert M. Averick | Mgmt | For | For | For | ||
| 4 | Elect Robert C. Daigle | Mgmt | For | For | For | ||
| 5 | Elect Michael Garnreiter | Mgmt | For | For | For | ||
| 6 | Elect Michael M. Ludwig | Mgmt | For | For | For | ||
| 7 | Ratification of Auditor | Mgmt | For | For | For | ||
| 8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Associated Banc-Corp | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ASB | CUSIP 045487105 | 04/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect R. Jay Gerken | Mgmt | For | For | For | ||
| 1.2 | Elect Judith P. Greffin | Mgmt | For | For | For | ||
| 1.3 | Elect Michael J. Haddad | Mgmt | For | For | For | ||
| 1.4 | Elect Andrew J. Harmening | Mgmt | For | For | For | ||
| 1.5 | Elect Robert A. Jeffe | Mgmt | For | For | For | ||
| 1.6 | Elect Eileen A. Kamerick | Mgmt | For | For | For | ||
| 1.7 | Elect Gale E. Klappa | Mgmt | For | For | For | ||
| 1.8 | Elect Cory L. Nettles | Mgmt | For | For | For | ||
| 1.9 | Elect Karen T. van Lith | Mgmt | For | For | For | ||
| 1.10 | Elect John B. Williams | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Ratification of Auditor | Mgmt | For | For | For | ||
| AudioCodes Ltd. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| AUDC | CUSIP M15342104 | 09/14/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Zehava Simon | Mgmt | For | For | For | ||
| 2 | Elect Shira Fayans Birenbaum | Mgmt | For | For | For | ||
| 3 | Compensation Policy Renewal | Mgmt | For | For | For | ||
| 4 | Confirmation of Non-Controlling Shareholder | Mgmt | N/A | For | N/A | ||
| 5 | Annual RSU Grant to Non-Employee Directors | Mgmt | For | Against | Against | ||
| 6 | RSU Grant to Shira Fayans Birenbaum | Mgmt | For | Against | Against | ||
| 7 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
| Barrett Business Services, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| BBSI | CUSIP 068463108 | 06/05/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Thomas J. Carley | Mgmt | For | For | For | ||
| 2 | Elect Joseph S. Clabby | Mgmt | For | For | For | ||
| 3 | Elect Thomas B. Cusick | Mgmt | For | For | For | ||
| 4 | Elect Gary E. Kramer | Mgmt | For | For | For | ||
| 5 | Elect Anthony Meeker | Mgmt | For | For | For | ||
| 6 | Elect Carla A. Moradi | Mgmt | For | For | For | ||
| 7 | Elect Alexandra Morehouse | Mgmt | For | For | For | ||
| 8 | Elect Vincent P. Price | Mgmt | For | For | For | ||
| 9 | Amendment to the 2020 Stock Incentive Plan | 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 | ||
| Berry Corporation (bry) | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| BRY | CUSIP 08579X101 | 05/23/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Renee J. Hornbaker | Mgmt | For | For | For | ||
| 1.2 | Elect Anne L. Mariucci | Mgmt | For | For | For | ||
| 1.3 | Elect Donald L. Paul | Mgmt | For | For | For | ||
| 1.4 | Elect Rajath Shourie | Mgmt | For | For | For | ||
| 1.5 | Elect A. T. Smith | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| BSR Real Estate Investment Trust | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| HOM.U | CINS 05585D103 | 05/11/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | Canada | ||||||
| Issue 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 John S. Bailey | Mgmt | For | For | For | ||
| 3 | Elect William A. Halter | Mgmt | For | For | For | ||
| 4 | Elect Bryan H. Held | Mgmt | For | For | For | ||
| 5 | Elect W. Daniel Hughes Jr. | Mgmt | For | For | For | ||
| 6 | Elect Neil J. Labatte | Mgmt | For | For | For | ||
| 7 | Elect S. Jane Marshall | Mgmt | For | For | For | ||
| 8 | Elect Teresa Neto | Mgmt | For | For | For | ||
| 9 | Elect Daniel M. Oberste | Mgmt | For | For | For | ||
| 10 | Elect Graham D. Senst | Mgmt | For | For | For | ||
| 11 | Elect Elizabeth A. Wademan | Mgmt | For | For | For | ||
| 12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
| BWX Technologies, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| BWXT | CUSIP 05605H100 | 05/03/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Jan A. Bertsch | Mgmt | For | For | For | ||
| 2 | Elect Gerhard F. Burbach | Mgmt | For | For | For | ||
| 3 | Elect Rex D. Geveden | Mgmt | For | For | For | ||
| 4 | Elect James M. Jaska | Mgmt | For | For | For | ||
| 5 | Elect Kenneth J. Krieg | Mgmt | For | For | For | ||
| 6 | Elect Leland D. Melvin | Mgmt | For | For | For | ||
| 7 | Elect Robert L. Nardelli | Mgmt | For | For | For | ||
| 8 | Elect Barbara A. Niland | Mgmt | For | For | For | ||
| 9 | Elect John M. Richardson | 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 | ||
| Canadian Western Bank | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CWB | CINS 13677F101 | 04/06/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | Canada | ||||||
| Issue 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 Andrew J. Bibby | Mgmt | For | For | For | ||
| 3 | Elect Marie Y. Delorme | Mgmt | For | For | For | ||
| 4 | Elect Maria Filippelli | Mgmt | For | For | For | ||
| 5 | Elect Christopher H. Fowler | Mgmt | For | For | For | ||
| 6 | Elect Linda M.O. Hohol | Mgmt | For | For | For | ||
| 7 | Elect E. Gay Mitchell | Mgmt | For | For | For | ||
| 8 | Elect Sarah A. Morgan-Silvester | Mgmt | For | For | For | ||
| 9 | Elect Margaret J. Mulligan | Mgmt | For | For | For | ||
| 10 | Elect Irfhan A. Rawji | Mgmt | For | For | For | ||
| 11 | Elect Ian M. Reid | Mgmt | For | For | For | ||
| 12 | Appointment of Auditor | Mgmt | For | For | For | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Cantaloupe, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CTLP | CUSIP 138103106 | 11/30/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Lisa P. Baird | Mgmt | For | For | For | ||
| 2 | Elect Douglas G. Bergeron | Mgmt | For | For | For | ||
| 3 | Elect Ian Harris | Mgmt | For | Against | Against | ||
| 4 | Elect Jacob Lamm | Mgmt | For | For | For | ||
| 5 | Elect Michael K. Passilla | Mgmt | For | For | For | ||
| 6 | Elect Ellen Richey | Mgmt | For | For | For | ||
| 7 | Elect Anne M. Smalling | Mgmt | For | For | For | ||
| 8 | Elect Ravi Venkatesan | Mgmt | For | For | For | ||
| 9 | Elect Shannon S. Warren | 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 2018 Equity Incentive Plan | Mgmt | For | For | For | ||
| Capital City Bank Group, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CCBG | CUSIP 139674105 | 04/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Robert Antoine | Mgmt | For | For | For | ||
| 1.2 | Elect Thomas A. Barron | Mgmt | For | For | For | ||
| 1.3 | Elect William F. Butler | Mgmt | For | For | For | ||
| 1.4 | Elect Stanley W. Connally, Jr. | Mgmt | For | Withhold | Against | ||
| 1.5 | Elect Marshall M. Criser III | Mgmt | For | For | For | ||
| 1.6 | Elect Kimberly Crowell | Mgmt | For | For | For | ||
| 1.7 | Elect Bonnie Davenport | Mgmt | For | Withhold | Against | ||
| 1.8 | Elect Eric Grant | Mgmt | For | For | For | ||
| 1.9 | Elect Laura Johnson | Mgmt | For | Withhold | Against | ||
| 1.10 | Elect John G. Sample, Jr. | Mgmt | For | For | For | ||
| 1.11 | Elect William G. Smith, Jr. | Mgmt | For | For | For | ||
| 1.12 | Elect Ashbel C. Williams | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| Carriage Services, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CSV | CUSIP 143905107 | 05/16/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Douglas B. Meehan | Mgmt | For | For | For | ||
| 1.2 | Elect Donald D. Patteson, Jr. | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| Carter's, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CRI | CUSIP 146229109 | 05/17/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Rochester Anderson Jr. | Mgmt | For | For | For | ||
| 2 | Elect Jeffrey H. Black | Mgmt | For | For | For | ||
| 3 | Elect Hali Borenstein | Mgmt | For | For | For | ||
| 4 | Elect Luis A. Borgen | Mgmt | For | For | For | ||
| 5 | Elect Michael D. Casey | Mgmt | For | For | For | ||
| 6 | Elect Jevin S. Eagle | Mgmt | For | For | For | ||
| 7 | Elect Mark P. Hipp | Mgmt | For | For | For | ||
| 8 | Elect William J. Montgoris | Mgmt | For | Against | Against | ||
| 9 | Elect Stacey S. Rauch | Mgmt | For | For | For | ||
| 10 | Elect Gretchen W. Schar | Mgmt | For | For | For | ||
| 11 | Elect Stephanie P. Stahl | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 14 | Ratification of Auditor | Mgmt | For | For | For | ||
| Cass Information Systems, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CASS | CUSIP 14808P109 | 04/18/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Eric H. Brunngraber | Mgmt | For | For | For | ||
| 2 | Elect Benjamin F. Edwards, IV | Mgmt | For | For | For | ||
| 3 | Elect Ann W. Marr | Mgmt | For | For | For | ||
| 4 | Elect Martin H. Resch | Mgmt | For | For | For | ||
| 5 | Elect Joseph D. Rupp | Mgmt | For | For | For | ||
| 6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 8 | Approval of the 2023 Omnibus Stock and Performance Compensation Plan | Mgmt | For | For | For | ||
| 9 | Ratification of Auditor | Mgmt | For | For | For | ||
| Ceco Environmental Corp. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CECE | CUSIP 125141101 | 06/05/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Jason DeZwirek | Mgmt | For | For | For | ||
| 2 | Elect Todd Gleason | Mgmt | For | For | For | ||
| 3 | Elect Robert E. Knowling, Jr. | Mgmt | For | For | For | ||
| 4 | Elect Claudio A. Mannarino | Mgmt | For | For | For | ||
| 5 | Elect Munish Nanda | Mgmt | For | For | For | ||
| 6 | Elect Valerie G. Sachs | Mgmt | For | For | For | ||
| 7 | Elect Richard F. Wallman | Mgmt | For | For | For | ||
| 8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 9 | Ratification of Auditor | Mgmt | For | For | For | ||
| Centerra Gold Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CG | CUSIP 152006102 | 05/09/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Richard W. Connor | Mgmt | For | For | For | ||
| 2 | Elect Wendy Kei | Mgmt | For | For | For | ||
| 3 | Elect Michael S. Parrett | Mgmt | For | For | For | ||
| 4 | Elect Jacques Perron | Mgmt | For | For | For | ||
| 5 | Elect Sheryl K. Pressler | Mgmt | For | For | For | ||
| 6 | Elect Paul Tomory | Mgmt | For | For | For | ||
| 7 | Elect Paul N. Wright | Mgmt | For | For | For | ||
| 8 | Elect Susan Yurkovich | Mgmt | For | For | For | ||
| 9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
| 10 | Approval of Omnibus Incentive Plan | Mgmt | For | Against | Against | ||
| 11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Centerra Gold Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CG | CUSIP 152006102 | 07/25/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Special | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Plan of Arrangement | Mgmt | For | For | For | ||
| Centerra Gold Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CG | CUSIP 152006102 | 09/22/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Richard W. Connor | Mgmt | For | For | For | ||
| 2 | Elect Wendy Kei | Mgmt | For | For | For | ||
| 3 | Elect Michael S. Parrett | Mgmt | For | Against | Against | ||
| 4 | Elect Jacques Perron | Mgmt | For | For | For | ||
| 5 | Elect Scott G. Perry | Mgmt | For | For | For | ||
| 6 | Elect Sheryl K. Pressler | Mgmt | For | For | For | ||
| 7 | Elect Bruce V. Walter | Mgmt | For | For | For | ||
| 8 | Elect Paul N. Wright | Mgmt | For | For | For | ||
| 9 | Elect Susan Yurkovich | Mgmt | For | For | For | ||
| 10 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
| 11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| Century Communities, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CCS | CUSIP 156504300 | 05/03/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Dale Francescon | Mgmt | For | For | For | ||
| 2 | Elect Robert J. Francescon | Mgmt | For | For | For | ||
| 3 | Elect Patricia L Arvielo | Mgmt | For | For | For | ||
| 4 | Elect John P. Box | Mgmt | For | Against | Against | ||
| 5 | Elect Keith R. Guericke | Mgmt | For | For | For | ||
| 6 | Elect James M. Lippman | Mgmt | For | For | For | ||
| 7 | Amendment to Certificate of Incorporation to Eliminate or Limit Liability of Officers | Mgmt | For | Against | Against | ||
| 8 | Ratification of Auditor | Mgmt | For | For | For | ||
| 9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Computer Programs and Systems, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CPSI | CUSIP 205306103 | 05/11/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Regina M. Benjamin | Mgmt | For | Against | Against | ||
| 2 | Elect David A. Dye | Mgmt | For | For | For | ||
| 3 | Elect Christopher T. Hjelm | Mgmt | For | For | For | ||
| 4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 6 | Ratification of Auditor | Mgmt | For | For | For | ||
| Consolidated Water Co. Ltd. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CWCO | CUSIP G23773107 | 05/23/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Linda Beidler-D'Aguilar | Mgmt | For | For | For | ||
| 1.2 | Elect Brian E. Butler | Mgmt | For | For | For | ||
| 1.3 | Elect Carson K. Ebanks | Mgmt | For | For | For | ||
| 1.4 | Elect Clarence B. Flowers, Jr. | Mgmt | For | For | For | ||
| 1.5 | Elect Frederick W. McTaggart | Mgmt | For | For | For | ||
| 1.6 | Elect Wilmer F. Pergande | Mgmt | For | For | For | ||
| 1.7 | Elect Leonard J. Sokolow | Mgmt | For | For | For | ||
| 1.8 | Elect Raymond Whittaker | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| Core Molding Technologies, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CMT | CUSIP 218683100 | 05/11/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect David L. Duvall | Mgmt | For | For | For | ||
| 1.2 | Elect Thomas R. Cellitti | Mgmt | For | For | For | ||
| 1.3 | Elect James Crowley | Mgmt | For | For | For | ||
| 1.4 | Elect Ralph O. Hellmold | Mgmt | For | For | For | ||
| 1.5 | Elect Matthew E. Jauchius | Mgmt | For | For | For | ||
| 1.6 | Elect Sandra L. Kowaleski | Mgmt | For | For | For | ||
| 1.7 | Elect Andrew O. Smith | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| Cowen, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| COWN | CUSIP 223622606 | 11/15/2022 | 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 | ||
| Denbury Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| DEN | CUSIP 24790A101 | 06/01/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Kevin O. Meyers | Mgmt | For | For | For | ||
| 2 | Elect Anthony M. Abate | Mgmt | For | For | For | ||
| 3 | Elect Caroline G. Angoorly | Mgmt | For | For | For | ||
| 4 | Elect James N. Chapman | Mgmt | For | For | For | ||
| 5 | Elect Christian S. Kendall | Mgmt | For | For | For | ||
| 6 | Elect Lynn A. Peterson | Mgmt | For | For | For | ||
| 7 | Elect Brett R. Wiggs | Mgmt | For | For | For | ||
| 8 | Elect Cindy A. Yeilding | Mgmt | For | For | For | ||
| 9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| Dril-Quip, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| DRQ | CUSIP 262037104 | 05/16/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Jeffrey J. Bird | Mgmt | For | For | For | ||
| 2 | Elect John Lovoi | Mgmt | For | Against | Against | ||
| 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 | ||
| DXC Technology Company | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| DXC | CUSIP 23355L106 | 07/26/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Mukesh Aghi | Mgmt | For | For | For | ||
| 2 | Elect Amy E. Alving | Mgmt | For | For | For | ||
| 3 | Elect David A. Barnes | Mgmt | For | For | For | ||
| 4 | Elect Raul J. Fernandez | Mgmt | For | Against | Against | ||
| 5 | Elect David L. Herzog | Mgmt | For | For | For | ||
| 6 | Elect Dawn Rogers | Mgmt | For | For | For | ||
| 7 | Elect Michael J. Salvino | Mgmt | For | For | For | ||
| 8 | Elect Carrie W. Teffner | Mgmt | For | For | For | ||
| 9 | Elect Akihiko Washington | Mgmt | For | For | For | ||
| 10 | Elect Robert F. Woods | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Encompass Health Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| EHC | CUSIP 29261A100 | 05/04/2023 | 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 Joan E. Herman | Mgmt | For | For | For | ||
| 5 | Elect Leslye G. Katz | Mgmt | For | For | For | ||
| 6 | Elect Patricia A. Maryland | Mgmt | For | For | For | ||
| 7 | Elect Kevin J. O'Connor | Mgmt | For | For | For | ||
| 8 | Elect Christopher R. Reidy | Mgmt | For | For | For | ||
| 9 | Elect Nancy M. Schlichting | Mgmt | For | For | For | ||
| 10 | Elect Mark J. Tarr | Mgmt | For | For | For | ||
| 11 | Elect Terrance Williams | Mgmt | For | For | For | ||
| 12 | Ratification of Auditor | Mgmt | For | For | For | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Enersys | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ENS | CUSIP 29275Y102 | 08/04/2022 | Take No Action | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Howard I. Hoffen | Mgmt | For | TNA | N/A | ||
| 2 | Elect David M. Shaffer | Mgmt | For | TNA | N/A | ||
| 3 | Elect Ronald P. Vargo | Mgmt | For | TNA | N/A | ||
| 4 | Ratification of Auditor | Mgmt | For | TNA | N/A | ||
| 5 | Advisory Vote on Executive Compensation | Mgmt | For | TNA | N/A | ||
| Envela Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ELA | CUSIP 29402E102 | 06/23/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect John R. Loftus | Mgmt | For | For | For | ||
| 2 | Elect Allison M. DeStefano | Mgmt | For | For | For | ||
| 3 | Elect Jim R. Ruth | Mgmt | For | For | For | ||
| 4 | Elect Richard D. Schepp | Mgmt | For | For | For | ||
| 5 | Elect Alexandra C. Griffin | Mgmt | For | For | For | ||
| 6 | Ratification of Auditor | Mgmt | For | For | For | ||
| 7 | Right to Adjourn Meeting | Mgmt | For | For | For | ||
| Everi Holdings Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| EVRI | CUSIP 30034T103 | 05/17/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Linster W. Fox | Mgmt | For | For | For | ||
| 1.2 | Elect Maureen T. Mullarkey | Mgmt | For | For | For | ||
| 1.3 | Elect Secil Tabli Watson | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| EVERTEC, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| EVTC | CUSIP 30040P103 | 05/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Frank G. D'Angelo | Mgmt | For | For | For | ||
| 2 | Elect Morgan M. Schuessler, Jr. | Mgmt | For | For | For | ||
| 3 | Elect Kelly H. Barrett | Mgmt | For | For | For | ||
| 4 | Elect Olga Botero | Mgmt | For | For | For | ||
| 5 | Elect Jorge A. Junquera | Mgmt | For | For | For | ||
| 6 | Elect Ivan Pagan | Mgmt | For | For | For | ||
| 7 | Elect Aldo J. Polak | Mgmt | For | For | For | ||
| 8 | Elect Alan H. Schumacher | Mgmt | For | For | For | ||
| 9 | Elect Brian J. Smith | Mgmt | For | For | For | ||
| 10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| 12 | Remove Certificate Provisions that No Longer Apply | Mgmt | For | For | For | ||
| First Internet Bancorp | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| INBK | CUSIP 320557101 | 05/15/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Aasif M. Bade | Mgmt | For | For | For | ||
| 1.2 | Elect David B. Becker | Mgmt | For | For | For | ||
| 1.3 | Elect Justin P. Christian | Mgmt | For | For | For | ||
| 1.4 | Elect Ann Colussi Dee | Mgmt | For | For | For | ||
| 1.5 | Elect Joseph A. Fenech | Mgmt | For | For | For | ||
| 1.6 | Elect John K. Keach, Jr. | Mgmt | For | For | For | ||
| 1.7 | Elect Jean L. Wojtowicz | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 3 | Ratification of Auditor | Mgmt | For | For | For | ||
| First Interstate Bancsystem, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| FIBK | CUSIP 32055Y201 | 05/24/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Alice S. Cho | Mgmt | For | For | For | ||
| 2 | Elect Thomas E. Henning | Mgmt | For | For | For | ||
| 3 | Elect Dennis L. Johnson | Mgmt | For | For | For | ||
| 4 | Elect Patricia L. Moss | Mgmt | For | For | For | ||
| 5 | Elect Daniel A. Rykhus | Mgmt | For | For | For | ||
| 6 | Conversion from Montana to Delaware | Mgmt | For | For | For | ||
| 7 | Approval of the 2023 Equity and Incentive Plan | Mgmt | For | For | For | ||
| 8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 10 | Ratification of Auditor | Mgmt | For | For | For | ||
| Flowserve Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| FLS | CUSIP 34354P105 | 05/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect R. Scott Rowe | Mgmt | For | For | For | ||
| 2 | Elect Sujeet Chand | Mgmt | For | For | For | ||
| 3 | Elect Ruby R. Chandy | Mgmt | For | For | For | ||
| 4 | Elect Gayla J. Delly | Mgmt | For | For | For | ||
| 5 | Elect John R. Friedery | Mgmt | For | For | For | ||
| 6 | Elect John L. Garrison Jr. | Mgmt | For | For | For | ||
| 7 | Elect Michael C. McMurray | Mgmt | For | For | For | ||
| 8 | Elect Thomas B. Okray | Mgmt | For | For | For | ||
| 9 | Elect David E. Roberts | Mgmt | For | For | For | ||
| 10 | Elect Kenneth I. Siegel | Mgmt | For | For | For | ||
| 11 | Elect Carlyn R. Taylor | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 14 | Ratification of Auditor | Mgmt | For | For | For | ||
| 15 | Shareholder Proposal Regarding Length of Share Ownership Required to Call Special Meetings | ShrHoldr | Against | For | Against | ||
| Forestar Group Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| FOR | CUSIP 346232101 | 01/17/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Samuel R. Fuller | Mgmt | For | For | For | ||
| 2 | Elect Lisa H. Jamieson | Mgmt | For | For | For | ||
| 3 | Elect G.F. Rick Ringler, III | Mgmt | For | For | For | ||
| 4 | Elect Donald C. Spitzer | Mgmt | For | For | For | ||
| 5 | Elect Donald J. Tomnitz | Mgmt | For | For | For | ||
| 6 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 7 | Ratification of Auditor | Mgmt | For | For | For | ||
| 8 | Approval of the 2022 Employee Stock Purchase Plan | Mgmt | For | For | For | ||
| 9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Haemonetics Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| HAE | CUSIP 405024100 | 08/05/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Robert E. Abernathy | Mgmt | For | For | For | ||
| 2 | Elect Catherine M. Burzik | Mgmt | For | For | For | ||
| 3 | Elect Michael J. Coyle | Mgmt | For | For | For | ||
| 4 | Elect Charles J. Dockendorff | Mgmt | For | For | For | ||
| 5 | Elect Lloyd E. Johnson | Mgmt | For | For | For | ||
| 6 | Elect Mark W. Kroll | Mgmt | For | For | For | ||
| 7 | Elect Claire Pomeroy | Mgmt | For | For | For | ||
| 8 | Elect Christopher A. Simon | Mgmt | For | For | For | ||
| 9 | Elect Ellen M. Zane | Mgmt | For | For | For | ||
| 10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| Harvard Bioscience, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| HBIO | CUSIP 416906105 | 05/15/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Katherine A. Eade | Mgmt | For | Withhold | Against | ||
| 1.2 | Elect Thomas W. Loewald | 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 | ||
| Heritage Financial Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| HFWA | CUSIP 42722X106 | 05/03/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Eric K. Chan | Mgmt | For | For | For | ||
| 2 | Elect Brian S. Charneski | Mgmt | For | For | For | ||
| 3 | Elect Jeffrey J Deuel | Mgmt | For | For | For | ||
| 4 | Elect Trevor Dryer | Mgmt | For | For | For | ||
| 5 | Elect Kimberly T. Ellwanger | Mgmt | For | For | For | ||
| 6 | Elect Deborah J. Gavin | Mgmt | For | For | For | ||
| 7 | Elect Gail Giacobbe | Mgmt | For | For | For | ||
| 8 | Elect Jeffrey S. Lyon | Mgmt | For | For | For | ||
| 9 | Elect Frederick B. Rivera | Mgmt | For | For | For | ||
| 10 | Elect Brian L. Vance | Mgmt | For | For | For | ||
| 11 | Elect Ann Watson | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 14 | Approval of the 2023 Omnibus Equity Plan | Mgmt | For | For | For | ||
| 15 | Ratification of Auditor | Mgmt | For | For | For | ||
| i3 Verticals, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| IIIV | CUSIP 46571Y107 | 02/24/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Gregory S. Daily | Mgmt | For | For | For | ||
| 1.2 | Elect Clay M. Whitson | Mgmt | For | Withhold | Against | ||
| 1.3 | Elect Elizabeth Seigenthaler Courtney | Mgmt | For | Withhold | Against | ||
| 1.4 | Elect John C. Harrison | Mgmt | For | For | For | ||
| 1.5 | Elect Burton Harvey | Mgmt | For | For | For | ||
| 1.6 | Elect Timothy McKenna | Mgmt | For | For | For | ||
| 1.7 | Elect David Morgan | Mgmt | For | For | For | ||
| 1.8 | Elect David M. Wilds | Mgmt | For | For | For | ||
| 1.9 | Elect Decosta E. Jenkins | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| Indigo Books & Music Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| IDG | CINS 45567S108 | 07/19/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Mix | Canada | ||||||
| Issue 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 Heather M. Reisman | Mgmt | For | For | For | ||
| 3 | Elect Frank Clegg | Mgmt | For | For | For | ||
| 4 | Elect Jonathan Deitcher | Mgmt | For | For | For | ||
| 5 | Elect Mitchell Goldhar | Mgmt | For | Against | Against | ||
| 6 | Elect Howard Grosfield | Mgmt | For | For | For | ||
| 7 | Elect Robert Haft | Mgmt | For | Against | Against | ||
| 8 | Elect Andrea Johnson | Mgmt | For | For | For | ||
| 9 | Elect Anne Marie O'Donovan | Mgmt | For | For | For | ||
| 10 | Elect Chika Stacy Oriuwa | Mgmt | For | For | For | ||
| 11 | Elect Gerald W. Schwartz | Mgmt | For | For | For | ||
| 12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
| 13 | Renewal of the Stock Option Incentive Plan | Mgmt | For | Against | Against | ||
| 14 | Transaction of Other Business | Mgmt | For | Against | Against | ||
| 15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||
| InfuSystem Holdings, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| INFU | CUSIP 45685K102 | 05/16/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Ralph F. Boyd, Jr. | Mgmt | For | For | For | ||
| 2 | Elect Richard A. DiIorio | Mgmt | For | For | For | ||
| 3 | Elect Paul A. Gendron | Mgmt | For | For | For | ||
| 4 | Elect Carrie A. Lachance | Mgmt | For | For | For | ||
| 5 | Elect Gregg O. Lehman | Mgmt | For | For | For | ||
| 6 | Elect R. Rimmy Malhotra | Mgmt | For | For | For | ||
| 7 | Elect Scott A. Shuda | Mgmt | For | For | For | ||
| 8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 9 | Amendment to the 2021 Equity Incentive Plan | Mgmt | For | Against | Against | ||
| 10 | Amendment to the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| Integer Holdings Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ITGR | CUSIP 45826H109 | 05/24/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Sheila Antrum | Mgmt | For | For | For | ||
| 2 | Elect Pamela G. Bailey | Mgmt | For | For | For | ||
| 3 | Elect Cheryl C. Capps | Mgmt | For | For | For | ||
| 4 | Elect Joseph W. Dziedzic | Mgmt | For | For | For | ||
| 5 | Elect James F. Hinrichs | Mgmt | For | For | For | ||
| 6 | Elect Jean M. Hobby | Mgmt | For | For | For | ||
| 7 | Elect Tyrone Jeffers | Mgmt | For | For | For | ||
| 8 | Elect M. Craig Maxwell | Mgmt | For | For | For | ||
| 9 | Elect Filippo Passerini | Mgmt | For | For | For | ||
| 10 | Elect Donald J. Spence | Mgmt | For | For | For | ||
| 11 | Elect William B. Summers, Jr. | Mgmt | For | For | For | ||
| 12 | Ratification of Auditor | Mgmt | For | For | For | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Landec Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| LNDC | CUSIP 514766104 | 11/01/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Katrina L. Houde | Mgmt | For | Withhold | Against | ||
| 1.2 | Elect Nelson Obus | Mgmt | For | For | For | ||
| 1.3 | Elect Jeffrey L. Edwards | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 4 | Amendment to the 2019 Stock Incentive Plan | Mgmt | For | For | For | ||
| Linamar Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| LNR | CINS 53278L107 | 05/17/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | Canada | ||||||
| Issue 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 Linda S. Hasenfratz | Mgmt | For | For | For | ||
| 3 | Elect Jim Jarrell | Mgmt | For | For | For | ||
| 4 | Elect Mark Stoddart | Mgmt | For | For | For | ||
| 5 | Elect Lisa Forwell | Mgmt | For | For | For | ||
| 6 | Elect Terry Reidel | Mgmt | For | Against | Against | ||
| 7 | Elect Dennis Grimm | Mgmt | For | For | For | ||
| 8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
| Lincoln Educational Services Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| LINC | CUSIP 533535100 | 05/05/2023 | 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. Bartholdson | Mgmt | For | For | For | ||
| 1.2 | Elect James J. Burke, Jr. | Mgmt | For | For | For | ||
| 1.3 | Elect Kevin M. Carney | Mgmt | For | For | For | ||
| 1.4 | Elect J. Barry Morrow | Mgmt | For | For | For | ||
| 1.5 | Elect Michael A. Plater | Mgmt | For | For | For | ||
| 1.6 | Elect Felicia J. Pryor | Mgmt | For | For | For | ||
| 1.7 | Elect Carlton E. Rose | Mgmt | For | For | For | ||
| 1.8 | Elect Scott M. Shaw | Mgmt | For | For | For | ||
| 1.9 | Elect Sylvia J. Young | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Amendment to the 2020 Long-Term Incentive Plan | Mgmt | For | For | For | ||
| 5 | Ratification of Auditor | Mgmt | For | For | For | ||
| Luxfer Holdings PLC | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| LXFR | CUSIP G5698W116 | 06/07/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Andy Butcher | Mgmt | For | For | For | ||
| 2 | Elect Patrick K. Mullen | Mgmt | For | For | For | ||
| 3 | Elect Richard J. Hipple | Mgmt | For | For | For | ||
| 4 | Elect Clive J. Snowdon | Mgmt | For | For | For | ||
| 5 | Elect Sylvia A. Stein | Mgmt | For | For | For | ||
| 6 | Elect Lisa G. Trimberger | Mgmt | For | For | For | ||
| 7 | Remuneration Report | Mgmt | For | For | For | ||
| 8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 10 | Ratification of Auditor | Mgmt | For | For | For | ||
| 11 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||
| 12 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||
| 13 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||
| Major Drilling Group International Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| MDI | CINS 560909103 | 09/08/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | Canada | ||||||
| Issue 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 Louis-Pierre Gignac | Mgmt | For | For | For | ||
| 3 | Elect Kimberly Keating | Mgmt | For | For | For | ||
| 4 | Elect Robert Krcmarov | Mgmt | For | For | For | ||
| 5 | Elect Juliana L. Lam | Mgmt | For | For | For | ||
| 6 | Elect Denis Larocque | Mgmt | For | For | For | ||
| 7 | Elect Janice Rennie | Mgmt | For | For | For | ||
| 8 | Elect Sybil E. Veenman | Mgmt | For | For | For | ||
| 9 | Elect Jo Mark Zurel | Mgmt | For | For | For | ||
| 10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
| Marchex, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| MCHX | CUSIP 56624R108 | 09/29/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Dennis Cline | Mgmt | For | Withhold | Against | ||
| 2 | Elect Donald Cogsville | Mgmt | For | For | For | ||
| 3 | Elect Russell C. Horowitz | Mgmt | For | For | For | ||
| 4 | Elect M. Wayne Wisehart | Mgmt | For | For | For | ||
| Marten Transport, Ltd. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| MRTN | CUSIP 573075108 | 05/02/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Randolph L. Marten | Mgmt | For | For | For | ||
| 2 | Elect Larry B. Hagness | Mgmt | For | For | For | ||
| 3 | Elect Thomas J. Winkel | Mgmt | For | For | For | ||
| 4 | Elect Jerry M. Bauer | Mgmt | For | For | For | ||
| 5 | Elect Robert L. Demorest | Mgmt | For | For | For | ||
| 6 | Elect Ronald R. Booth | Mgmt | For | For | For | ||
| 7 | Elect Kathleen P. Iverson | Mgmt | For | For | For | ||
| 8 | Elect Patricia L. Jones | Mgmt | For | For | For | ||
| 9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| MasterCraft Boat Holdings, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| MCFT | CUSIP 57637H103 | 10/25/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect W. Patrick Battle | Mgmt | For | For | For | ||
| 2 | Elect Jaclyn Baumgarten | Mgmt | For | For | For | ||
| 3 | Elect Frederick A. Brightbill | Mgmt | For | For | For | ||
| 4 | Elect Donald C. Campion | Mgmt | For | For | For | ||
| 5 | Elect Jennifer Deason | Mgmt | For | For | For | ||
| 6 | Elect Roch B. Lambert | Mgmt | For | Against | Against | ||
| 7 | Elect Peter G. Leemputte | Mgmt | For | For | For | ||
| 8 | Ratification of Auditor | Mgmt | For | For | For | ||
| 9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| MDU Resources Group, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| MDU | CUSIP 552690109 | 05/09/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect German Carmona Alvarez | Mgmt | For | For | For | ||
| 2 | Elect Thomas S. Everist | Mgmt | For | For | For | ||
| 3 | Elect Karen B. Fagg | Mgmt | For | For | For | ||
| 4 | Elect David L. Goodin | Mgmt | For | For | For | ||
| 5 | Elect Dennis W. Johnson | Mgmt | For | For | For | ||
| 6 | Elect Patricia L. Moss | Mgmt | For | For | For | ||
| 7 | Elect Dale S. Rosenthal | Mgmt | For | For | For | ||
| 8 | Elect Edward A. Ryan | Mgmt | For | For | For | ||
| 9 | Elect David Sparby | Mgmt | For | For | For | ||
| 10 | Elect Chenxi Wang | Mgmt | For | For | For | ||
| 11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 13 | Ratification of Auditor | Mgmt | For | For | For | ||
| MGIC Investment Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| MTG | CUSIP 552848103 | 04/27/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Analisa M. Allen | Mgmt | For | For | For | ||
| 1.2 | Elect Daniel A. Arrigoni | Mgmt | For | For | For | ||
| 1.3 | Elect C. Edward Chaplin | Mgmt | For | For | For | ||
| 1.4 | Elect Curt S. Culver | Mgmt | For | For | For | ||
| 1.5 | Elect Jay C. Hartzell | Mgmt | For | For | For | ||
| 1.6 | Elect Timothy A. Holt | Mgmt | For | For | For | ||
| 1.7 | Elect Jodeen A. Kozlak | Mgmt | For | For | For | ||
| 1.8 | Elect Michael E. Lehman | Mgmt | For | For | For | ||
| 1.9 | Elect Teresita M. Lowman | Mgmt | For | For | For | ||
| 1.10 | Elect Timothy J. Mattke | Mgmt | For | For | For | ||
| 1.11 | Elect Sheryl L. Sculley | Mgmt | For | For | For | ||
| 1.12 | Elect Mark M. Zandi | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| National Storage Affiliates Trust | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| NSA | CUSIP 637870106 | 05/22/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Tamara D. Fischer | Mgmt | For | For | For | ||
| 2 | Elect Arlen D. Nordhagen | Mgmt | For | For | For | ||
| 3 | Elect David G. Cramer | Mgmt | For | For | For | ||
| 4 | Elect Paul W. Hylbert, Jr. | Mgmt | For | For | For | ||
| 5 | Elect Chad L. Meisinger | Mgmt | For | For | For | ||
| 6 | Elect Steven G. Osgood | Mgmt | For | For | For | ||
| 7 | Elect Dominic M. Palazzo | Mgmt | For | For | For | ||
| 8 | Elect Rebecca L. Steinfort | Mgmt | For | For | For | ||
| 9 | Elect Mark Van Mourick | Mgmt | For | Against | Against | ||
| 10 | Elect Charles F. Wu | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Northwest Pipe Company | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| NWPX | CUSIP 667746101 | 06/22/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Irma Lockridge | Mgmt | For | For | For | ||
| 2 | Elect Scott Montross | Mgmt | For | For | For | ||
| 3 | Elect John Paschal | Mgmt | For | For | For | ||
| 4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 6 | Ratification of Auditor | Mgmt | For | For | For | ||
| NOV Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| NOV | CUSIP 62955J103 | 05/17/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Clay C. Williams | Mgmt | For | For | For | ||
| 2 | Elect Greg L. Armstrong | Mgmt | For | For | For | ||
| 3 | Elect Marcela E. Donadio | Mgmt | For | For | For | ||
| 4 | Elect Ben A. Guill | Mgmt | For | For | For | ||
| 5 | Elect David D. Harrison | Mgmt | For | For | For | ||
| 6 | Elect Eric L. Mattson | Mgmt | For | For | For | ||
| 7 | Elect William R. Thomas | Mgmt | For | For | For | ||
| 8 | Elect Robert S. Welborn | Mgmt | For | Against | Against | ||
| 9 | Ratification of Auditor | Mgmt | For | For | For | ||
| 10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 12 | Amendment to Articles Regarding Officer Exculpation | Mgmt | For | For | For | ||
| NOW Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| DNOW | CUSIP 67011P100 | 05/24/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Richard J. Alario | Mgmt | For | For | For | ||
| 2 | Elect Terry Bonno | Mgmt | For | For | For | ||
| 3 | Elect David Cherechinsky | Mgmt | For | For | For | ||
| 4 | Elect Galen Cobb | Mgmt | For | For | For | ||
| 5 | Elect Paul M. Coppinger | Mgmt | For | For | For | ||
| 6 | Elect Karen David-Green | Mgmt | For | For | For | ||
| 7 | Elect Rodney Eads | Mgmt | For | For | For | ||
| 8 | Elect Sonya Reed | Mgmt | For | For | For | ||
| 9 | Ratification of Auditor | Mgmt | For | For | For | ||
| 10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Nufarm Limited | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| NUF | CINS Q7007B105 | 02/01/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | Australia | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | ||
| 2 | Remuneration Report | Mgmt | For | For | For | ||
| 3 | Elect Alexandra Gartmann | Mgmt | For | For | For | ||
| 4 | Re-elect John C. Gillam | Mgmt | For | Against | Against | ||
| 5 | Re-elect Marie E. McDonald | Mgmt | For | For | For | ||
| 6 | Re-elect Gordon R. Davis | Mgmt | For | For | For | ||
| 7 | Re-elect Peter M. Margin | Mgmt | For | For | For | ||
| 8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | ||
| 9 | Renew Proportional Takeover Provisions | Mgmt | For | For | For | ||
| 10 | Approve Nushare Plan | Mgmt | For | For | For | ||
| 11 | Equity Grant (MD/CEO Greg Hunt - Deferred Rights) | Mgmt | For | Against | Against | ||
| Old Republic International Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ORI | CUSIP 680223104 | 05/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Barbara A. Adachi | Mgmt | For | For | For | ||
| 1.2 | Elect Charles J. Kovaleski | Mgmt | For | For | For | ||
| 1.3 | Elect Craig R. Smiddy | Mgmt | For | For | For | ||
| 1.4 | Elect Fredricka Taubitz | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 4 | Amendment to Articles Limiting the Liability of Officers | Mgmt | For | For | For | ||
| 5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Orion Energy Systems, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| OESX | CUSIP 686275108 | 08/04/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Anthony L. Otten | Mgmt | For | For | For | ||
| 1.2 | Elect Sally A. Washlow | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Ratification of Auditor | Mgmt | For | For | For | ||
| 4 | Transaction of Other Business | Mgmt | For | Against | Against | ||
| Orion Engineered Carbons S.A. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| OEC | CUSIP L72967109 | 06/07/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Anthony L. Davis | Mgmt | For | For | For | ||
| 2 | Elect Kerry Galvin | Mgmt | For | For | For | ||
| 3 | Elect Paul E. Huck | Mgmt | For | For | For | ||
| 4 | Elect Mary A. Lindsey | Mgmt | For | For | For | ||
| 5 | Elect Didier Miraton | Mgmt | For | For | For | ||
| 6 | Elect Yi Hyon Paik | Mgmt | For | For | For | ||
| 7 | Elect Corning Painter | Mgmt | For | For | For | ||
| 8 | Elect Dan F. Smith | Mgmt | For | For | For | ||
| 9 | Elect Hans-Dietrich Winkhaus | Mgmt | For | For | For | ||
| 10 | Elect Michel Wurth | Mgmt | For | For | For | ||
| 11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 12 | Directors' Fees | Mgmt | For | For | For | ||
| 13 | Approval of Annual Accounts | Mgmt | For | For | For | ||
| 14 | Approval of the Consolidated Financial Statements | Mgmt | For | For | For | ||
| 15 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||
| 16 | Ratification of Board Acts | Mgmt | For | For | For | ||
| 17 | Ratification of Auditor's Acts | Mgmt | For | For | For | ||
| 18 | Appointment of Statutory Auditor | Mgmt | For | For | For | ||
| 19 | Ratification of Auditor | Mgmt | For | For | For | ||
| 20 | Amendment to the 2023 Omnibus Equity Plan | Mgmt | For | Against | Against | ||
| 21 | Amendment to the 2023 Director Equity Plan | Mgmt | For | For | For | ||
| Orion Engineered Carbons S.A. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| OEC | CUSIP L72967109 | 06/07/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Special | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||
| 2 | Company Name Change | Mgmt | For | For | For | ||
| Osisko Gold Royalties Ltd | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| OR | CUSIP 68827L101 | 06/07/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect John R. Baird | Mgmt | For | For | For | ||
| 1.2 | Elect Joanne S. Ferstman | Mgmt | For | For | For | ||
| 1.3 | Elect Edith M. Hofmeister | Mgmt | For | For | For | ||
| 1.4 | Elect W. Murray John | Mgmt | For | For | For | ||
| 1.5 | Elect Robert Krcmarov | Mgmt | For | For | For | ||
| 1.6 | Elect Pierre Labbe | Mgmt | For | For | For | ||
| 1.7 | Elect Norman W. MacDonald | Mgmt | For | For | For | ||
| 1.8 | Elect Candace J. MacGibbon | Mgmt | For | For | For | ||
| 1.9 | Elect Sean Roosen | Mgmt | For | For | For | ||
| 1.10 | Elect Sandeep Singh | Mgmt | For | For | For | ||
| 2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
| 3 | Stock Option Plan Renewal | Mgmt | For | Against | Against | ||
| 4 | Shareholder Rights Plan Renewal | Mgmt | For | Against | Against | ||
| 5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| Patterson Companies, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PDCO | CUSIP 703395103 | 09/12/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect John D. Buck | Mgmt | For | For | For | ||
| 2 | Elect Alex N. Blanco | Mgmt | For | For | For | ||
| 3 | Elect Jody H. Feragen | Mgmt | For | For | For | ||
| 4 | Elect Robert C. Frenzel | Mgmt | For | For | For | ||
| 5 | Elect Philip G.J. McKoy | Mgmt | For | For | For | ||
| 6 | Elect Ellen A. Rudnick | Mgmt | For | For | For | ||
| 7 | Elect Neil A. Schrimsher | Mgmt | For | For | For | ||
| 8 | Elect Mark S. Walchirk | Mgmt | For | For | For | ||
| 9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 10 | Ratification of Auditor | Mgmt | For | For | For | ||
| Perma-Fix Environmental Services, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PESI | CUSIP 714157203 | 07/21/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Thomas P. Bostick | Mgmt | For | For | For | ||
| 1.2 | Elect Louis F. Centofanti | Mgmt | For | For | For | ||
| 1.3 | Elect Kerry C. Duggan | Mgmt | For | For | For | ||
| 1.4 | Elect Joseph T. Grumski | Mgmt | For | For | For | ||
| 1.5 | Elect Joe R. Reeder | Mgmt | For | For | For | ||
| 1.6 | Elect Larry M. Shelton | Mgmt | For | For | For | ||
| 1.7 | Elect Zach P. Wamp | Mgmt | For | For | For | ||
| 1.8 | Elect Mark A. Zwecker | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Perrigo Company plc | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PRGO | CUSIP G97822103 | 05/04/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Bradley A. Alford | Mgmt | For | For | For | ||
| 2 | Elect Orlando D. Ashford | Mgmt | For | For | For | ||
| 3 | Elect Katherine C. Doyle | Mgmt | For | For | For | ||
| 4 | Elect Adriana Karaboutis | Mgmt | For | For | For | ||
| 5 | Elect Murray S. Kessler | Mgmt | For | For | For | ||
| 6 | Elect Jeffrey B. Kindler | Mgmt | For | For | For | ||
| 7 | Elect Erica L. Mann | Mgmt | For | For | For | ||
| 8 | Elect Albert Manzone | Mgmt | For | For | For | ||
| 9 | Elect Donal O'Connor | Mgmt | For | For | For | ||
| 10 | Elect Geoffrey M. Parker | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
| 12 | Advisory vote on executive compensation | Mgmt | For | Against | Against | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 14 | 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 | Reduction in Share Premium Account | Mgmt | For | For | For | ||
| Photronics, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PLAB | CUSIP 719405102 | 03/16/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Walter M. Fiederowicz | Mgmt | For | For | For | ||
| 1.2 | Elect Frank Lee | Mgmt | For | Withhold | Against | ||
| 1.3 | Elect Adam Lewis | Mgmt | For | For | For | ||
| 1.4 | Elect Daniel Liao | Mgmt | For | For | For | ||
| 1.5 | Elect Constantine S. Macricostas | Mgmt | For | Withhold | Against | ||
| 1.6 | Elect George Macricostas | Mgmt | For | Withhold | Against | ||
| 1.7 | Elect Mary Paladino | Mgmt | For | For | For | ||
| 1.8 | Elect Mitchell G. Tyson | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Amendment to the 2016 Equity Incentive Compensation Plan | Mgmt | For | For | For | ||
| 4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| Potbelly Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PBPB | CUSIP 73754Y100 | 05/18/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Vann A. Avedisian | Mgmt | For | For | For | ||
| 1.2 | Elect Joseph Boehm | Mgmt | For | For | For | ||
| 1.3 | Elect Adrian Butler | Mgmt | For | For | For | ||
| 1.4 | Elect David W. Head | Mgmt | For | For | For | ||
| 1.5 | Elect David Near | Mgmt | For | For | For | ||
| 1.6 | Elect David T. Pearson | Mgmt | For | For | For | ||
| 1.7 | Elect Todd Smith | Mgmt | For | For | For | ||
| 1.8 | Elect Jill Sutton | Mgmt | For | For | For | ||
| 1.9 | Elect Robert D. Wright | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 4 | Amendment to the 2019 Long-Term Incentive Plan | Mgmt | For | For | For | ||
| PotlatchDeltic Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PCH | CUSIP 737630103 | 05/01/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Linda M. Breard | Mgmt | For | For | For | ||
| 2 | Elect Eric J. Cremers | Mgmt | For | For | For | ||
| 3 | Elect James M. DeCosmo | Mgmt | For | For | For | ||
| 4 | Elect Lawrence S. Peiros | Mgmt | For | For | For | ||
| 5 | Ratification of Auditor | Mgmt | For | For | For | ||
| 6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 8 | Increase in Authorized Common Stock | Mgmt | For | For | For | ||
| Primo Water Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PRMW | CUSIP 74167P108 | 05/31/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Britta Bomhard | Mgmt | For | For | For | ||
| 2 | Elect Susan E. Cates | Mgmt | For | For | For | ||
| 3 | Elect Eric J. Foss | Mgmt | For | For | For | ||
| 4 | Elect Jerry Fowden | Mgmt | For | For | For | ||
| 5 | Elect Thomas Harrington | Mgmt | For | For | For | ||
| 6 | Elect Derek R. Lewis | Mgmt | For | For | For | ||
| 7 | Elect Lori Tauber Marcus | Mgmt | For | For | For | ||
| 8 | Elect Billy D. Prim | Mgmt | For | For | For | ||
| 9 | Elect Archana Singh | Mgmt | For | For | For | ||
| 10 | Elect Steven P. Stanbrook | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 14 | Approval of Amended and Restated Bylaws | Mgmt | For | For | For | ||
| Pure Cycle Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PCYO | CUSIP 746228303 | 01/11/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Mark W. Harding | Mgmt | For | For | For | ||
| 1.2 | Elect Patrick J. Beirne | Mgmt | For | For | For | ||
| 1.3 | Elect Wanda J. Abel | Mgmt | For | For | For | ||
| 1.4 | Elect Fredrick A. Fendel III | Mgmt | For | For | For | ||
| 1.5 | Elect Peter C. Howell | Mgmt | For | For | For | ||
| 1.6 | Elect Daniel R. Kozlowski | Mgmt | For | For | For | ||
| 1.7 | Elect Jeffrey G. Sheets | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Radian Group Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| RDN | CUSIP 750236101 | 05/17/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Howard B. Culang | Mgmt | For | For | For | ||
| 2 | Elect Fawad Ahmad | Mgmt | For | For | For | ||
| 3 | Elect Brad L. Conner | Mgmt | For | For | For | ||
| 4 | Elect Debra A. Hess | Mgmt | For | For | For | ||
| 5 | Elect Lisa W. Hess | Mgmt | For | For | For | ||
| 6 | Elect Brian D. Montgomery | Mgmt | For | For | For | ||
| 7 | Elect Lisa Mumford | Mgmt | For | For | For | ||
| 8 | Elect Gaetano Muzio | Mgmt | For | For | For | ||
| 9 | Elect Gregory V. Serio | Mgmt | For | For | For | ||
| 10 | Elect Noel J. Spiegel | Mgmt | For | For | For | ||
| 11 | Elect Richard G. Thornberry | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 14 | Ratification of Auditor | Mgmt | For | For | For | ||
| Rogers Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ROG | CUSIP 775133101 | 05/04/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Keith L. Barnes | Mgmt | For | For | For | ||
| 1.2 | Elect Larry L Berger | Mgmt | For | For | For | ||
| 1.3 | Elect Megan Faust | Mgmt | For | For | For | ||
| 1.4 | Elect Colin Gouveia | Mgmt | For | For | For | ||
| 1.5 | Elect Armand F. Lauzon, Jr. | Mgmt | For | For | For | ||
| 1.6 | Elect Ganesh Moorthy | Mgmt | For | For | For | ||
| 1.7 | Elect Jeffrey J. Owens | Mgmt | For | For | For | ||
| 1.8 | Elect Anne Roby | Mgmt | For | For | For | ||
| 1.9 | Elect Peter C. Wallace | 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 | ||
| Sterling Infrastructure, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| STRL | CUSIP 859241101 | 05/03/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Roger A. Cregg | Mgmt | For | For | For | ||
| 2 | Elect Joseph Cutillo | Mgmt | For | For | For | ||
| 3 | Elect Julie A. Dill | Mgmt | For | For | For | ||
| 4 | Elect Dana C. O'Brien | Mgmt | For | For | For | ||
| 5 | Elect Charles R. Patton | Mgmt | For | For | For | ||
| 6 | Elect Thomas M. White | Mgmt | For | For | For | ||
| 7 | Elect Dwayne A. Wilson | Mgmt | For | For | For | ||
| 8 | Increase in Authorized Common Stock | Mgmt | For | For | For | ||
| 9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| SunOpta Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| STKL | CUSIP 8676EP108 | 05/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Albert D. Bolles | Mgmt | For | For | For | ||
| 2 | Elect Rebecca Fisher | Mgmt | For | For | For | ||
| 3 | Elect Joseph Ennen | Mgmt | For | For | For | ||
| 4 | Elect R. Dean Hollis | Mgmt | For | For | For | ||
| 5 | Elect Katrina L. Houde | Mgmt | For | For | For | ||
| 6 | Elect Leslie Starr Keating | Mgmt | For | For | For | ||
| 7 | Elect Diego Reynoso | Mgmt | For | For | For | ||
| 8 | Elect Mahes S. Wickramasinghe | Mgmt | For | For | For | ||
| 9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
| 10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 11 | Amendment to the 2013 Stock Incentive Plan | Mgmt | For | For | For | ||
| 12 | Amendment to Bylaws (Bundled) | Mgmt | For | For | For | ||
| Sunstone Hotel Investors, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| SHO | CUSIP 867892101 | 05/04/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect W. Blake Baird | Mgmt | For | For | For | ||
| 2 | Elect Andrew Batinovich | Mgmt | For | For | For | ||
| 3 | Elect Monica Digilio | Mgmt | For | For | For | ||
| 4 | Elect Kristina M. Leslie | Mgmt | For | For | For | ||
| 5 | Elect Murray J. McCabe | Mgmt | For | For | For | ||
| 6 | Elect Verett Mims | Mgmt | For | For | For | ||
| 7 | Elect Douglas M. Pasquale | Mgmt | For | For | For | ||
| 8 | Ratification of Auditor | Mgmt | For | For | For | ||
| 9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Texas Capital Bancshares, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| TCBI | CUSIP 88224Q107 | 04/18/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Paola M. Arbour | Mgmt | For | For | For | ||
| 2 | Elect Jonathan E. Baliff | Mgmt | For | For | For | ||
| 3 | Elect James H. Browning | Mgmt | For | For | For | ||
| 4 | Elect Rob C. Holmes | Mgmt | For | For | For | ||
| 5 | Elect David S. Huntley | Mgmt | For | For | For | ||
| 6 | Elect Charles S. Hyle | Mgmt | For | For | For | ||
| 7 | Elect Thomas E. Long | Mgmt | For | For | For | ||
| 8 | Elect Elysia Holt Ragusa | Mgmt | For | For | For | ||
| 9 | Elect Steven P. Rosenberg | Mgmt | For | For | For | ||
| 10 | Elect Robert W. Stallings | Mgmt | For | For | For | ||
| 11 | Elect Dale W. Tremblay | Mgmt | For | For | For | ||
| 12 | Ratification of Auditor | Mgmt | For | For | For | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| The Shyft Group, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| SHYF | CUSIP 825698103 | 05/17/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Michael Dinkins | Mgmt | For | For | For | ||
| 1.2 | Elect Angela K Freeman | Mgmt | For | For | For | ||
| 1.3 | Elect Pamela L. Kermisch | Mgmt | For | For | For | ||
| 1.4 | Elect Mark B. Rourke | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 5 | Amendment to the 2016 Incentive plan | Mgmt | For | For | For | ||
| Thermon Group Holdings, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| THR | CUSIP 88362T103 | 08/01/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect John U. Clarke | Mgmt | For | For | For | ||
| 1.2 | Elect Linda A. Dalgetty | Mgmt | For | For | For | ||
| 1.3 | Elect Roger L. Fix | Mgmt | For | For | For | ||
| 1.4 | Elect Marcus J. George | Mgmt | For | For | For | ||
| 1.5 | Elect Kevin J. McGinty | Mgmt | For | For | For | ||
| 1.6 | Elect John T. Nesser, III | Mgmt | For | For | For | ||
| 1.7 | Elect Bruce A. Thames | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Thor Industries, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| THO | CUSIP 885160101 | 12/16/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Andrew E. Graves | Mgmt | For | For | For | ||
| 1.2 | Elect Christina Hennington | Mgmt | For | For | For | ||
| 1.3 | Elect Amelia A. Huntington | Mgmt | For | For | For | ||
| 1.4 | Elect Laurel Hurd | Mgmt | For | For | For | ||
| 1.5 | Elect Wilson R. Jones | Mgmt | For | For | For | ||
| 1.6 | Elect William J. Kelley, Jr. | Mgmt | For | For | For | ||
| 1.7 | Elect Christopher J. Klein | Mgmt | For | For | For | ||
| 1.8 | Elect Robert W. Martin | Mgmt | For | For | For | ||
| 1.9 | Elect Peter B. Orthwein | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Tiptree Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| TIPT | CUSIP 88822Q103 | 06/06/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Paul M. Friedman | Mgmt | For | For | For | ||
| 1.2 | Elect Randy Maultsby | Mgmt | For | For | For | ||
| 1.3 | Elect Bradley E. Smith | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||
| Trico Bancshares | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| TCBK | CUSIP 896095106 | 05/18/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Kirsten E. Garen | Mgmt | For | For | For | ||
| 1.2 | Elect Cory W. Giese | Mgmt | For | For | For | ||
| 1.3 | Elect John S. A. Hasbrook | Mgmt | For | Withhold | Against | ||
| 1.4 | Elect Margaret L. Kane | Mgmt | For | For | For | ||
| 1.5 | Elect Michael W. Koehnen | Mgmt | For | For | For | ||
| 1.6 | Elect Anthony L. Leggio | Mgmt | For | For | For | ||
| 1.7 | Elect Martin A. Mariani | Mgmt | For | For | For | ||
| 1.8 | Elect Thomas C. McGraw | Mgmt | For | For | For | ||
| 1.9 | Elect Jon Y. Nakamura | Mgmt | For | For | For | ||
| 1.10 | Elect Richard P. Smith | Mgmt | For | For | For | ||
| 1.11 | Elect Kimberley H. Vogel | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| Twin Disc, Incorporated | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| TWIN | CUSIP 901476101 | 10/27/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect John H. Batten | Mgmt | For | For | For | ||
| 1.2 | Elect Juliann Larimer | Mgmt | For | For | For | ||
| 1.3 | Elect Kevin M. Olsen | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Ratification of Auditor | Mgmt | For | For | For | ||
| UMH Properties, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| UMH | CUSIP 903002103 | 05/31/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Jeffrey A. Carus | Mgmt | For | For | For | ||
| 1.2 | Elect Matthew I. Hirsch | Mgmt | For | For | For | ||
| 1.3 | Elect Angela D. Pruitt | Mgmt | For | For | For | ||
| 1.4 | Elect Kenneth K. Quigley, Jr. | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 5 | Approval of the 2023 Equity Award Plan | Mgmt | For | For | For | ||
| UNIFI, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| UFI | CUSIP 904677200 | 11/02/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Emma S. Battle | Mgmt | For | For | For | ||
| 2 | Elect Francis S. Blake | Mgmt | For | For | For | ||
| 3 | Elect Albert P. Carey | Mgmt | For | For | For | ||
| 4 | Elect Archibald Cox, Jr. | Mgmt | For | For | For | ||
| 5 | Elect Edmund M. Ingle | Mgmt | For | For | For | ||
| 6 | Elect Kenneth G. Langone | Mgmt | For | For | For | ||
| 7 | Elect Suzanne M. Present | Mgmt | For | For | For | ||
| 8 | Elect Rhonda L. Ramlo | Mgmt | For | For | For | ||
| 9 | Elect Eva T. Zlotnicka | Mgmt | For | For | For | ||
| 10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| WideOpenWest, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| WOW | CUSIP 96758W101 | 05/16/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Gunjan Bhow | Mgmt | For | For | For | ||
| 2 | Elect Jill Bright | Mgmt | For | For | For | ||
| 3 | Elect Brian P. Cassidy | Mgmt | For | Against | Against | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| 5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 6 | Amendment to the 2017 Omnibus Incentive Plan | Mgmt | For | For | For | ||
| Fund Name : Heartland Value Plus Fund | |||||||
| American Vanguard Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| AVD | CUSIP 030371108 | 06/07/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Marisol Angelini | Mgmt | For | For | For | ||
| 2 | Elect Scott D. Baskin | Mgmt | For | For | For | ||
| 3 | Elect Mark R. Bassett | Mgmt | For | For | For | ||
| 4 | Elect Debra F. Edwards | Mgmt | For | For | For | ||
| 5 | Elect Morton D. Erlich | Mgmt | For | For | For | ||
| 6 | Elect Patrick E. Gottschalk | Mgmt | For | For | For | ||
| 7 | Elect Emer Gunter | Mgmt | For | Against | Against | ||
| 8 | Elect Keith M. Rosenbloom | Mgmt | For | For | For | ||
| 9 | Elect Eric G. Wintemute | Mgmt | For | For | For | ||
| 10 | Ratification of Auditor | Mgmt | For | For | For | ||
| 11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| AngioDynamics, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ANGO | CUSIP 03475V101 | 11/03/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Dennis S. Meteny | Mgmt | For | For | For | ||
| 1.2 | Elect Michael E. Tarnoff | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 4 | Amendment to the 2020 Equity Incentive Plan | Mgmt | For | For | For | ||
| 5 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | ||
| Astec Industries, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ASTE | CUSIP 046224101 | 04/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect William D. Gehl | Mgmt | For | For | For | ||
| 1.2 | Elect Mark J. Gliebe | Mgmt | For | For | For | ||
| 1.3 | Elect Nalin Jain | Mgmt | For | For | For | ||
| 1.4 | Elect Jaco G. van der Merwe | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| ATN International, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ATNI | CUSIP 00215F107 | 06/06/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Bernard J. Bulkin | Mgmt | For | For | For | ||
| 2 | Elect Richard J. Ganong | Mgmt | For | For | For | ||
| 3 | Elect April V. Henry | Mgmt | For | For | For | ||
| 4 | Elect Derek Hudson | Mgmt | For | For | For | ||
| 5 | Elect Patricia Jacobs | Mgmt | For | For | For | ||
| 6 | Elect Pamela F. Lenehan | Mgmt | For | For | For | ||
| 7 | Elect Michael T. Prior | Mgmt | For | For | For | ||
| 8 | Approval of the 2023 Equity Compensation Plan | Mgmt | For | For | For | ||
| 9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| Avanos Medical, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| AVNS | CUSIP 05350V106 | 04/27/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Gary D. Blackford | Mgmt | For | For | For | ||
| 2 | Elect John P. Byrnes | Mgmt | For | For | For | ||
| 3 | Elect Lisa C. Egbuonu-Davis | Mgmt | For | For | For | ||
| 4 | Elect Patrick J. O'Leary | Mgmt | For | For | For | ||
| 5 | Elect Julie A. Shimer | Mgmt | For | For | For | ||
| 6 | Elect Joseph F. Woody | Mgmt | For | For | For | ||
| 7 | Ratification of Auditor | Mgmt | For | For | For | ||
| 8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 9 | Amendment to the 2021 Long Term Incentive Plan | Mgmt | For | For | For | ||
| Carter's, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CRI | CUSIP 146229109 | 05/17/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Rochester Anderson Jr. | Mgmt | For | For | For | ||
| 2 | Elect Jeffrey H. Black | Mgmt | For | For | For | ||
| 3 | Elect Hali Borenstein | Mgmt | For | For | For | ||
| 4 | Elect Luis A. Borgen | Mgmt | For | For | For | ||
| 5 | Elect Michael D. Casey | Mgmt | For | For | For | ||
| 6 | Elect Jevin S. Eagle | Mgmt | For | For | For | ||
| 7 | Elect Mark P. Hipp | Mgmt | For | For | For | ||
| 8 | Elect William J. Montgoris | Mgmt | For | Against | Against | ||
| 9 | Elect Stacey S. Rauch | Mgmt | For | For | For | ||
| 10 | Elect Gretchen W. Schar | Mgmt | For | For | For | ||
| 11 | Elect Stephanie P. Stahl | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 14 | Ratification of Auditor | Mgmt | For | For | For | ||
| ChampionX Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CHX | CUSIP 15872M104 | 05/10/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Heidi S. Alderman | Mgmt | For | For | For | ||
| 2 | Elect Mamatha Chamarthi | Mgmt | For | For | For | ||
| 3 | Elect Carlos A. Fierro | Mgmt | For | For | For | ||
| 4 | Elect Gary P. Luquette | Mgmt | For | For | For | ||
| 5 | Elect Elaine Pickle | Mgmt | For | For | For | ||
| 6 | Elect Stuart Porter | Mgmt | For | For | For | ||
| 7 | Elect Daniel W. Rabun | Mgmt | For | For | For | ||
| 8 | Elect Sivasankaran Somasundaram | Mgmt | For | For | For | ||
| 9 | Elect Stephen M. Todd | Mgmt | For | For | For | ||
| 10 | Adoption of Majority Vote for Election of Directors | Mgmt | For | For | For | ||
| 11 | Amendment to Articles Regarding the Exculpation of Officers | Mgmt | For | For | For | ||
| 12 | Adoption of Federal Forum Provision | Mgmt | For | For | For | ||
| 13 | Ratification of Auditor | Mgmt | For | For | For | ||
| 14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Comstock Resources, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CRK | CUSIP 205768302 | 06/06/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect M. Jay Allison | Mgmt | For | For | For | ||
| 1.2 | Elect Roland O. Burns | Mgmt | For | For | For | ||
| 1.3 | Elect Elizabeth B. Davis | Mgmt | For | For | For | ||
| 1.4 | Elect Morris E. Foster | Mgmt | For | For | For | ||
| 1.5 | Elect Jim L. Turner | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||
| CoreCivic, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| CXW | CUSIP 21871N101 | 05/11/2023 | 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 Robert J. Dennis | Mgmt | For | For | For | ||
| 3 | Elect Mark A. Emkes | Mgmt | For | For | For | ||
| 4 | Elect Damon T. Hininger | Mgmt | For | For | For | ||
| 5 | Elect Stacia A. Hylton | Mgmt | For | For | For | ||
| 6 | Elect Harley G. Lappin | Mgmt | For | For | For | ||
| 7 | Elect Anne L. Mariucci | Mgmt | For | For | For | ||
| 8 | Elect Thurgood Marshall, Jr. | Mgmt | For | For | For | ||
| 9 | Elect Devin I. Murphy | Mgmt | For | For | For | ||
| 10 | Elect John R. Prann, Jr. | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Douglas Dynamics, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PLOW | CUSIP 25960R105 | 04/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Joher Akolawala | Mgmt | For | For | For | ||
| 2 | Elect James L. Janik | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 5 | Ratification of Auditor | Mgmt | For | For | For | ||
| Dril-Quip, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| DRQ | CUSIP 262037104 | 05/16/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Jeffrey J. Bird | Mgmt | For | For | For | ||
| 2 | Elect John Lovoi | Mgmt | For | Against | Against | ||
| 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 | ||
| Enerpac Tool Group Corp. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| EPAC | CUSIP 292765104 | 02/03/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Alfredo Altavilla | Mgmt | For | For | For | ||
| 1.2 | Elect Judy L. Altmaier | Mgmt | For | For | For | ||
| 1.3 | Elect J. Palmer Clarkson | Mgmt | For | For | For | ||
| 1.4 | Elect Danny L. Cunningham | Mgmt | For | For | For | ||
| 1.5 | Elect E. James Ferland | Mgmt | For | For | For | ||
| 1.6 | Elect Richard D. Holder | Mgmt | For | For | For | ||
| 1.7 | Elect Lynn Minella | Mgmt | For | For | For | ||
| 1.8 | Elect Sidney S. Simmons | Mgmt | For | For | For | ||
| 1.9 | Elect Paul E. Sternlieb | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Farmland Partners Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| FPI | CUSIP 31154R109 | 05/03/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Chris A. Downey | Mgmt | For | For | For | ||
| 1.2 | Elect Luca Fabbri | Mgmt | For | For | For | ||
| 1.3 | Elect Joseph W. Glauber | Mgmt | For | For | For | ||
| 1.4 | Elect John A. Good | Mgmt | For | For | For | ||
| 1.5 | Elect Jennifer S. Grafton | Mgmt | For | For | For | ||
| 1.6 | Elect Thomas P. Heneghan | Mgmt | For | For | For | ||
| 1.7 | Elect Danny D. Moore | Mgmt | For | For | For | ||
| 1.8 | Elect Paul A. Pittman | Mgmt | For | For | For | ||
| 1.9 | Elect Murray R. Wise | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| Glacier Bancorp, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| GBCI | CUSIP 37637Q105 | 04/26/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect David C. Boyles | Mgmt | For | For | For | ||
| 1.2 | Elect Robert A. Cashell, Jr. | Mgmt | For | For | For | ||
| 1.3 | Elect Randall M. Chesler | Mgmt | For | For | For | ||
| 1.4 | Elect Sherry L. Cladouhos | Mgmt | For | For | For | ||
| 1.5 | Elect Jesus T. Espinoza | Mgmt | For | For | For | ||
| 1.6 | Elect Annie M. Goodwin | Mgmt | For | For | For | ||
| 1.7 | Elect Kristen L. Heck | Mgmt | For | For | For | ||
| 1.8 | Elect Michael B. Hormaechea | Mgmt | For | For | For | ||
| 1.9 | Elect Craig A. Langel | Mgmt | For | For | For | ||
| 1.10 | Elect Douglas J. McBride | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| Granite Construction Incorporated | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| GVA | CUSIP 387328107 | 06/08/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect David C. Darnell | Mgmt | For | For | For | ||
| 2 | Elect Kyle T. Larkin | Mgmt | For | For | For | ||
| 3 | Elect Celeste Beeks Mastin | Mgmt | For | For | For | ||
| 4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 6 | Amendment to Articles to Limit the Liability of Certain Officers | Mgmt | For | Against | Against | ||
| 7 | Ratification of Auditor | Mgmt | For | For | For | ||
| Haemonetics Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| HAE | CUSIP 405024100 | 08/05/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Robert E. Abernathy | Mgmt | For | For | For | ||
| 2 | Elect Catherine M. Burzik | Mgmt | For | For | For | ||
| 3 | Elect Michael J. Coyle | Mgmt | For | For | For | ||
| 4 | Elect Charles J. Dockendorff | Mgmt | For | For | For | ||
| 5 | Elect Lloyd E. Johnson | Mgmt | For | For | For | ||
| 6 | Elect Mark W. Kroll | Mgmt | For | For | For | ||
| 7 | Elect Claire Pomeroy | Mgmt | For | For | For | ||
| 8 | Elect Christopher A. Simon | Mgmt | For | For | For | ||
| 9 | Elect Ellen M. Zane | Mgmt | For | For | For | ||
| 10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| Healthcare Services Group, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| HCSG | CUSIP 421906108 | 05/30/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Diane S. Casey | Mgmt | For | For | For | ||
| 2 | Elect Daniela Castagnino | Mgmt | For | For | For | ||
| 3 | Elect Robert L. Frome | Mgmt | For | For | For | ||
| 4 | Elect Laura Grant | Mgmt | For | For | For | ||
| 5 | Elect John J. McFadden | Mgmt | For | For | For | ||
| 6 | Elect Dino D. Ottaviano | Mgmt | For | For | For | ||
| 7 | Elect Kurt Simmons, Jr. | Mgmt | For | For | For | ||
| 8 | Elect Jude Visconto | Mgmt | For | For | For | ||
| 9 | Elect Theodore Wahl | Mgmt | For | For | For | ||
| 10 | Ratification of Auditor | Mgmt | For | For | For | ||
| 11 | Amendment to the 2020 Omnibus Incentive Plan | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| HealthStream, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| HSTM | CUSIP 42222N103 | 05/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Jeffrey L. McLaren | Mgmt | For | For | For | ||
| 2 | Elect Linda Eskind Rebrovick | Mgmt | For | For | For | ||
| 3 | Ratification of Auditor | Mgmt | For | For | For | ||
| 4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Heartland Express, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| HTLD | CUSIP 422347104 | 05/11/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Michael J. Gerdin | Mgmt | For | For | For | ||
| 1.2 | Elect Larry J. Gordon | Mgmt | For | For | For | ||
| 1.3 | Elect Benjamin J. Allen | Mgmt | For | For | For | ||
| 1.4 | Elect Brenda S. Neville | Mgmt | For | Withhold | Against | ||
| 1.5 | Elect James G. Pratt | Mgmt | For | For | For | ||
| 1.6 | Elect Michael J. Sullivan | Mgmt | For | For | For | ||
| 1.7 | Elect David P. Millis | 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 | ||
| Helmerich & Payne, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| HP | CUSIP 423452101 | 02/28/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Delaney M. Bellinger | Mgmt | For | For | For | ||
| 2 | Elect Belgacem Chariag | Mgmt | For | For | For | ||
| 3 | Elect Kevin Cramton | Mgmt | For | For | For | ||
| 4 | Elect Randy A. Foutch | Mgmt | For | For | For | ||
| 5 | Elect Hans Helmerich | Mgmt | For | For | For | ||
| 6 | Elect John W. Lindsay | Mgmt | For | For | For | ||
| 7 | Elect Jose R. Mas | Mgmt | For | For | For | ||
| 8 | Elect Thomas A. Petrie | Mgmt | For | For | For | ||
| 9 | Elect Donald F. Robillard, Jr. | Mgmt | For | For | For | ||
| 10 | Elect John D. Zeglis | Mgmt | For | For | For | ||
| 11 | Ratification of Auditor | Mgmt | For | For | For | ||
| 12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Independent Bank Corp. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| INDB | CUSIP 453836108 | 05/18/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect James O'Shanna Morton | Mgmt | For | For | For | ||
| 2 | Elect Daniel F. O'Brien | Mgmt | For | For | For | ||
| 3 | Elect Scott Smith | Mgmt | For | For | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| 5 | Approval of the 2023 Omnibus Incentive Plan | Mgmt | For | For | For | ||
| 6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| Knowles Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| KN | CUSIP 49926D109 | 05/02/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Keith L. Barnes | Mgmt | For | For | For | ||
| 2 | Elect Daniel J. Crowley | Mgmt | For | Against | Against | ||
| 3 | Elect Hermann Eul | Mgmt | For | For | For | ||
| 4 | Elect Didier Hirsch | Mgmt | For | For | For | ||
| 5 | Elect Ye Jane Li | Mgmt | For | For | For | ||
| 6 | Elect Donald Macleod | Mgmt | For | For | For | ||
| 7 | Elect Jeffrey S. Niew | Mgmt | For | For | For | ||
| 8 | Elect Cheryl L. Shavers | Mgmt | For | For | For | ||
| 9 | Elect Michael S. Wishart | Mgmt | For | For | For | ||
| 10 | Ratification of Auditor | Mgmt | For | For | For | ||
| 11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Lamar Advertising Company | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| LAMR | CUSIP 512816109 | 05/10/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Nancy Fletcher | Mgmt | For | For | For | ||
| 1.2 | Elect John E. Koerner III | Mgmt | For | For | For | ||
| 1.3 | Elect Marshall A. Loeb | Mgmt | For | For | For | ||
| 1.4 | Elect Stephen P. Mumblow | Mgmt | For | For | For | ||
| 1.5 | Elect Thomas V. Reifenheiser | Mgmt | For | For | For | ||
| 1.6 | Elect Anna Reilly | Mgmt | For | For | For | ||
| 1.7 | Elect Kevin P. Reilly, Jr. | Mgmt | For | For | For | ||
| 1.8 | Elect Wendell S. Reilly | Mgmt | For | For | For | ||
| 1.9 | Elect Elizabeth Thompson | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| M.D.C. Holdings, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| MDC | CUSIP 552676108 | 04/17/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Rafay Farooqui | Mgmt | For | For | For | ||
| 1.2 | Elect David D. Mandarich | Mgmt | For | For | For | ||
| 1.3 | Elect Paris G. Reece, III | Mgmt | For | For | For | ||
| 1.4 | Elect David Siegel | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Amendment to the 2021 Equity Incentive Plan | Mgmt | For | For | For | ||
| 5 | Ratification of Auditor | Mgmt | For | For | For | ||
| Materion Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| MTRN | CUSIP 576690101 | 05/17/2023 | Take No Action | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Vinod M. Khilnani | Mgmt | For | TNA | N/A | ||
| 1.2 | Elect Emily M. Liggett | Mgmt | For | TNA | N/A | ||
| 1.3 | Elect Robert J. Phillippy | Mgmt | For | TNA | N/A | ||
| 1.4 | Elect Patrick M. Prevost | Mgmt | For | TNA | N/A | ||
| 1.5 | Elect N. Mohan Reddy | Mgmt | For | TNA | N/A | ||
| 1.6 | Elect Craig S. Shular | Mgmt | For | TNA | N/A | ||
| 1.7 | Elect Darlene J.S. Solomon | Mgmt | For | TNA | N/A | ||
| 1.8 | Elect Robert B. Toth | Mgmt | For | TNA | N/A | ||
| 1.9 | Elect Jugal K. Vijayvargiya | Mgmt | For | TNA | N/A | ||
| 2 | Ratification of Auditor | Mgmt | For | TNA | N/A | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | TNA | N/A | ||
| 4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | TNA | Against | ||
| Methode Electronics, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| MEI | CUSIP 591520200 | 09/14/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Walter J. Aspatore | Mgmt | For | For | For | ||
| 2 | Elect David P. Blom | Mgmt | For | For | For | ||
| 3 | Elect Therese M. Bobek | Mgmt | For | For | For | ||
| 4 | Elect Brian J. Cadwallader | Mgmt | For | For | For | ||
| 5 | Elect Bruce K. Crowther | Mgmt | For | For | For | ||
| 6 | Elect Darren M. Dawson | Mgmt | For | For | For | ||
| 7 | Elect Donald W. Duda | Mgmt | For | For | For | ||
| 8 | Elect Janie Goddard | Mgmt | For | For | For | ||
| 9 | Elect Mary A. Lindsey | Mgmt | For | For | For | ||
| 10 | Elect Angelo V. Pantaleo | Mgmt | For | For | For | ||
| 11 | Elect Mark D. Schwabero | Mgmt | For | For | For | ||
| 12 | Elect Lawrence B. Skatoff | Mgmt | For | For | For | ||
| 13 | Approval of the 2022 Omnibus Incentive Plan | Mgmt | For | Against | Against | ||
| 14 | Ratification of Auditor | Mgmt | For | For | For | ||
| 15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Oil-Dri Corporation of America | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ODC | CUSIP 677864100 | 12/07/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Ellen-Blair Chube | Mgmt | For | Withhold | Against | ||
| 1.2 | Elect Paul M. Hindsley | Mgmt | For | For | For | ||
| 1.3 | Elect Daniel S. Jaffee | Mgmt | For | For | For | ||
| 1.4 | Elect Michael A. Nemeroff | Mgmt | For | Withhold | Against | ||
| 1.5 | Elect George C. Roeth | Mgmt | For | For | For | ||
| 1.6 | Elect Amy L. Ryan | Mgmt | For | For | For | ||
| 1.7 | Elect Allan H. Selig | Mgmt | For | For | For | ||
| 1.8 | Elect Paul E. Suckow | Mgmt | For | For | For | ||
| 1.9 | Elect Lawrence E. Washow | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| Old National Bancorp | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| ONB | CUSIP 680033107 | 05/10/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Barbara A. Boigegrain | Mgmt | For | For | For | ||
| 1.2 | Elect Thomas L. Brown | Mgmt | For | For | For | ||
| 1.3 | Elect Kathryn J. Hayley | Mgmt | For | For | For | ||
| 1.4 | Elect Peter J. Henseler | Mgmt | For | For | For | ||
| 1.5 | Elect Daniel S. Hermann | Mgmt | For | For | For | ||
| 1.6 | Elect Ryan C. Kitchell | Mgmt | For | For | For | ||
| 1.7 | Elect Austin M. Ramirez | Mgmt | For | For | For | ||
| 1.8 | Elect Ellen A. Rudnick | Mgmt | For | For | For | ||
| 1.9 | Elect James C. Ryan, III | Mgmt | For | For | For | ||
| 1.10 | Elect Thomas E. Salmon | Mgmt | For | For | For | ||
| 1.11 | Elect Michael L. Scudder | Mgmt | For | For | For | ||
| 1.12 | Elect Rebecca S. Skillman | Mgmt | For | For | For | ||
| 1.13 | Elect Michael J. Small | Mgmt | For | For | For | ||
| 1.14 | Elect Derrick J. Stewart | Mgmt | For | For | For | ||
| 1.15 | Elect Stephen C. Van Arsdell | Mgmt | For | For | For | ||
| 1.16 | Elect Katherine E. White | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Approval of the Employee Stock Purchase Plan | Mgmt | For | For | For | ||
| 5 | Ratification of Auditor | Mgmt | For | For | For | ||
| Park Aerospace Corp. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PKE | CUSIP 70014A104 | 07/19/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Dale Blanchfield | Mgmt | For | For | For | ||
| 2 | Elect Emily J. Groehl | Mgmt | For | For | For | ||
| 3 | Elect Yvonne Julian | Mgmt | For | For | For | ||
| 4 | Elect Brian E. Shore | Mgmt | For | For | For | ||
| 5 | Elect Carl W. Smith | Mgmt | For | For | For | ||
| 6 | Elect D. Bradley Thress | Mgmt | For | For | For | ||
| 7 | Elect Steven T. Warshaw | Mgmt | For | For | For | ||
| 8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 9 | Ratification of Auditor | Mgmt | For | For | For | ||
| Phibro Animal Health Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PAHC | CUSIP 71742Q106 | 11/07/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Jack C. Bendheim | Mgmt | For | For | For | ||
| 1.2 | Elect E. Thomas Corcoran | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Ratification of Auditor | Mgmt | For | For | For | ||
| Portland General Electric Company | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| POR | CUSIP 736508847 | 04/21/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Dawn L. Farrell | Mgmt | For | For | For | ||
| 2 | Elect Mark Ganz | Mgmt | For | For | For | ||
| 3 | Elect Marie Oh Huber | Mgmt | For | For | For | ||
| 4 | Elect Kathryn Jackson | Mgmt | For | For | For | ||
| 5 | Elect Michael Lewis | Mgmt | For | For | For | ||
| 6 | Elect Michael Millegan | Mgmt | For | For | For | ||
| 7 | Elect Lee Pelton | Mgmt | For | For | For | ||
| 8 | Elect Patricia Salas Pineda | Mgmt | For | For | For | ||
| 9 | Elect Maria Pope | Mgmt | For | For | For | ||
| 10 | Elect James Torgerson | 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 Stock Incentive Plan | Mgmt | For | For | For | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| PotlatchDeltic Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PCH | CUSIP 737630103 | 05/01/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Linda M. Breard | Mgmt | For | For | For | ||
| 2 | Elect Eric J. Cremers | Mgmt | For | For | For | ||
| 3 | Elect James M. DeCosmo | Mgmt | For | For | For | ||
| 4 | Elect Lawrence S. Peiros | Mgmt | For | For | For | ||
| 5 | Ratification of Auditor | Mgmt | For | For | For | ||
| 6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 8 | Increase in Authorized Common Stock | Mgmt | For | For | For | ||
| Powell Industries, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| POWL | CUSIP 739128106 | 02/15/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Christopher E. Cragg | Mgmt | For | For | For | ||
| 1.2 | Elect Katheryn B. Curtis | Mgmt | For | For | For | ||
| 1.3 | Elect Alaina K. Brooks | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 4 | Amendment to the 2014 Equity Incentive Plan | Mgmt | For | For | For | ||
| PS Business Parks, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| PSB | CUSIP 69360J107 | 07/15/2022 | 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 | Against | Against | ||
| 3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||
| Resources Connection, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| RGP | CUSIP 76122Q105 | 10/20/2022 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Anthony Cherbak | Mgmt | For | For | For | ||
| 2 | Elect Neil F. Dimick | Mgmt | For | For | For | ||
| 3 | Elect Kate W. Duchene | Mgmt | For | For | For | ||
| 4 | Ratification of Auditor | Mgmt | For | For | For | ||
| 5 | Amendment to the 2019 Employee Stock Purchase Plan | Mgmt | For | For | For | ||
| 6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| Royal Gold, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| RGLD | CUSIP 780287108 | 05/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Fabiana Chubbs | Mgmt | For | For | For | ||
| 2 | Elect C. Kevin McArthur | Mgmt | For | For | For | ||
| 3 | Elect Sybil E. Veenman | Mgmt | For | Against | Against | ||
| 4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 6 | Ratification of Auditor | Mgmt | For | For | For | ||
| 7 | Amendment to Articles to Limit the Liability of Certain Officers | Mgmt | For | Against | Against | ||
| Schnitzer Steel Industries, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| SCHN | CUSIP 806882106 | 01/25/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Gregory R. Friedman | Mgmt | For | For | For | ||
| 1.2 | Elect Tamara L. Lundgren | Mgmt | For | For | For | ||
| 1.3 | Elect Leslie L. Shoemaker | Mgmt | For | For | For | ||
| 2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 3 | Ratification of Auditor | Mgmt | For | For | For | ||
| 4 | Approval of the 2023 Omnibus Incentive Plan | Mgmt | For | For | For | ||
| Seacoast Banking Corporation of Florida | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| SBCF | CUSIP 811707801 | 05/22/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Julie H. Daum | Mgmt | For | For | For | ||
| 1.2 | Elect Dennis S. Hudson, III | Mgmt | For | For | For | ||
| 1.3 | Elect Alvaro J. Monserrat | Mgmt | For | For | For | ||
| 2 | Amendment to the Amended and Restated Articles of Incorporation | Mgmt | For | For | For | ||
| 3 | Amendment to the 2021 Incentive Plan | Mgmt | For | For | For | ||
| 4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 5 | Ratification of Auditor | Mgmt | For | For | For | ||
| Sensient Technologies Corporation | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| SXT | CUSIP 81725T100 | 04/27/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Joseph Carleone | Mgmt | For | For | For | ||
| 2 | Elect Kathleen Da Cunha | Mgmt | For | For | For | ||
| 3 | Elect Mario Ferruzzi | Mgmt | For | For | For | ||
| 4 | Elect Carol R. Jackson | Mgmt | For | For | For | ||
| 5 | Elect Sharad P. Jain | Mgmt | For | For | For | ||
| 6 | Elect Donald W. Landry | Mgmt | For | Against | Against | ||
| 7 | Elect Paul Manning | Mgmt | For | For | For | ||
| 8 | Elect Deborah McKeithan-Gebhardt | Mgmt | For | For | For | ||
| 9 | Elect Scott C. Morrison | Mgmt | For | For | For | ||
| 10 | Elect Essie Whitelaw | Mgmt | For | For | For | ||
| 11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 13 | Ratification of Auditor | Mgmt | For | For | For | ||
| Texas Capital Bancshares, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| TCBI | CUSIP 88224Q107 | 04/18/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Paola M. Arbour | Mgmt | For | For | For | ||
| 2 | Elect Jonathan E. Baliff | Mgmt | For | For | For | ||
| 3 | Elect James H. Browning | Mgmt | For | For | For | ||
| 4 | Elect Rob C. Holmes | Mgmt | For | For | For | ||
| 5 | Elect David S. Huntley | Mgmt | For | For | For | ||
| 6 | Elect Charles S. Hyle | Mgmt | For | For | For | ||
| 7 | Elect Thomas E. Long | Mgmt | For | For | For | ||
| 8 | Elect Elysia Holt Ragusa | Mgmt | For | For | For | ||
| 9 | Elect Steven P. Rosenberg | Mgmt | For | For | For | ||
| 10 | Elect Robert W. Stallings | Mgmt | For | For | For | ||
| 11 | Elect Dale W. Tremblay | Mgmt | For | For | For | ||
| 12 | Ratification of Auditor | Mgmt | For | For | For | ||
| 13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| The Hanover Insurance Group, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| THG | CUSIP 410867105 | 05/09/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Francisco A. Aristeguieta | Mgmt | For | For | For | ||
| 2 | Elect Jane D. Carlin | Mgmt | For | For | For | ||
| 3 | Elect Elizabeth A. Ward | Mgmt | For | For | For | ||
| 4 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | ||
| 5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 7 | Ratification of Auditor | Mgmt | For | For | For | ||
| Tootsie Roll Industries, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| TR | CUSIP 890516107 | 05/01/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1.1 | Elect Ellen R. Gordon | Mgmt | For | For | For | ||
| 1.2 | Elect Virginia L. Gordon | Mgmt | For | For | For | ||
| 1.3 | Elect Lana Jane Lewis-Brent | Mgmt | For | For | For | ||
| 1.4 | Elect Barre A. Seibert | Mgmt | For | For | For | ||
| 1.5 | Elect Paula M. Wardynski | Mgmt | For | For | For | ||
| 2 | Ratification of Auditor | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
| 4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | ||
| TreeHouse Foods, Inc. | |||||||
| Ticker | Security ID: | Meeting Date | Meeting Status | ||||
| THS | CUSIP 89469A104 | 04/27/2023 | Voted | ||||
| Meeting Type | Country of Trade | ||||||
| Annual | United States | ||||||
| Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
| 1 | Elect Scott D. Ostfeld | Mgmt | For | For | For | ||
| 2 | Elect Jean E. Spence | Mgmt | For | For | For | ||
| 3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
| 4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
| 5 | Ratification of Auditor | Mgmt | For | For | For | ||
| 6 | Repeal of Classified Board | Mgmt | For | For | For | ||
| 7 | Amendment to the Equity and Incentive Plan | Mgmt | For | For | For | ||
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.
Heartland Group, Inc.
(Registrant)
By: (Signature) /s/ William R. Nasgovitz
Name: William R. Nasgovitz
Title: Chief Executive Officer
Date: August 8, 2023
