| | | | | | | | |
| Registrant : | George Putnam Balanced Fund | | | |
| Fund Name : | George Putnam Balanced Fund | | | |
| Date of Fiscal Year End: | 07/31 | | | |
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| AbbVie Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABBV | CUSIP 00287Y109 | | 05/04/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Roxanne S. Austin | | Mgmt | For | For | For |
| | 1.2 | Elect Richard A. Gonzalez | | Mgmt | For | For | For |
| | 1.3 | Elect Rebecca B. Roberts | | Mgmt | For | For | For |
| | 1.4 | Elect Glenn F. Tilton | | 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 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 6 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 8 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Report on Linking Executive Compensation to Drug Pricing | | ShrHoldr | Against | Against | For |
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| Activision Blizzard, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ATVI | CUSIP 00507V109 | | 06/26/2018 | | 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 Robert J. Corti | | Mgmt | For | For | For |
| | 3 | Elect Hendrik Hartong III | | 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 Casey Wasserman | | Mgmt | For | For | For |
| | 10 | Elect Elaine P. Wynn | | Mgmt | For | Against | Against |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
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| Adobe Systems Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ADBE | CUSIP 00724F101 | | 04/12/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Amy L. Banse | | Mgmt | For | For | For |
| | 2 | Elect Edward W. Barnholt | | Mgmt | For | For | For |
| | 3 | Elect Robert K. Burgess | | Mgmt | For | For | For |
| | 4 | Elect Frank A. Calderoni | | Mgmt | For | For | For |
| | 5 | Elect James E. Daley | | Mgmt | For | For | For |
| | 6 | Elect Laura B. Desmond | | Mgmt | For | For | For |
| | 7 | Elect Charles M. Geschke | | Mgmt | For | For | For |
| | 8 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 9 | Elect Daniel Rosensweig | | Mgmt | For | Against | Against |
| | 10 | Elect John E. Warnock | | Mgmt | For | For | For |
| | 11 | Amendment to the 2003 Equity Incentive Plan | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| Advance Auto Parts, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AAP | CUSIP 00751Y106 | | 05/16/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect John F. Bergstrom | | Mgmt | For | For | For |
| | 1.2 | Elect Brad W. Buss | | Mgmt | For | For | For |
| | 1.3 | Elect Fiona P. Dias | | Mgmt | For | For | For |
| | 1.4 | Elect John F. Ferraro | | Mgmt | For | For | For |
| | 1.5 | Elect Thomas R. Greco | | Mgmt | For | For | For |
| | 1.6 | Elect Adriana Karaboutis | | Mgmt | For | For | For |
| | 1.7 | Elect Eugene I. Lee | | Mgmt | For | For | For |
| | 1.8 | Elect Douglas A. Pertz | | Mgmt | For | For | For |
| | 1.9 | Elect Reuben E. Slone | | Mgmt | For | For | For |
| | 1.10 | Elect Jeffrey C. Smith | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
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| Agilent Technologies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | A | CUSIP 00846U101 | | 03/21/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect KOH Boon Hwee | | Mgmt | For | For | For |
| | 2 | Elect Michael R. McMullen | | Mgmt | For | For | For |
| | 3 | Elect Daniel K. Podolsky | | Mgmt | For | For | For |
| | 4 | Amendment to the 2009 Stock Plan | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
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| Albemarle Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALB | CUSIP 012653101 | | 05/08/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 2 | Elect M. Laurie Brlas | | Mgmt | For | For | For |
| | 3 | Elect William H. Hernandez | | Mgmt | For | For | For |
| | 4 | Elect Luther C. Kissam IV | | Mgmt | For | For | For |
| | 5 | Elect Douglas L. Maine | | Mgmt | For | For | For |
| | 6 | Elect J. Kent Masters | | Mgmt | For | For | For |
| | 7 | Elect James J. O'Brien | | Mgmt | For | For | For |
| | 8 | Elect Diarmuid B. O'Connell | | Mgmt | For | For | For |
| | 9 | Elect Dean Seavers | | Mgmt | For | For | For |
| | 10 | Elect Gerald A. Steiner | | Mgmt | For | For | For |
| | 11 | Elect Harriett Tee Taggart | | Mgmt | For | For | For |
| | 12 | Elect Alejandro D. Wolff | | Mgmt | For | For | For |
| | 13 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
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| Alcoa Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AA | CUSIP 013872106 | | 05/09/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael G. Morris | | Mgmt | For | For | For |
| | 2 | Elect Mary Anne Citrino | | Mgmt | For | For | For |
| | 3 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 4 | Elect Kathryn S. Fuller | | Mgmt | For | For | For |
| | 5 | Elect Roy C. Harvey | | Mgmt | For | For | For |
| | 6 | Elect James A. Hughes | | Mgmt | For | For | For |
| | 7 | Elect James E. Nevels | | Mgmt | For | For | For |
| | 8 | Elect James W. Owens | | Mgmt | For | For | For |
| | 9 | Elect Carol L. Roberts | | Mgmt | For | For | For |
| | 10 | Elect Suzanne Sitherwood | | Mgmt | For | For | For |
| | 11 | Elect Steven W. Williams | | Mgmt | For | For | For |
| | 12 | Elect Ernesto Zedillo Ponce de Leon | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Amendment to the 2016 Stock Incentive Plan | | Mgmt | For | For | For |
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| Alexion Pharmaceuticals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALXN | CUSIP 015351109 | | 05/08/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Felix J. Baker | | Mgmt | For | For | For |
| | 1.2 | Elect David R. Brennan | | Mgmt | For | For | For |
| | 1.3 | Elect Christopher J. Coughlin | | Mgmt | For | For | For |
| | 1.4 | Elect Deborah Dunsire | | Mgmt | For | For | For |
| | 1.5 | Elect Paul A. Friedman | | Mgmt | For | Withhold | Against |
| | 1.6 | Elect Ludwig N. Hantson | | Mgmt | For | For | For |
| | 1.7 | Elect John T. Mollen | | Mgmt | For | For | For |
| | 1.8 | Elect Francois Nader | | Mgmt | For | For | For |
| | 1.9 | Elect Judith A. Reinsdorf | | Mgmt | For | For | For |
| | 1.10 | Elect Andreas Rummelt | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
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| Alibaba Group Holding Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BABA | CUSIP 01609W102 | | 10/18/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jack Yun Ma | | Mgmt | For | Against | Against |
| | 2 | Elect Masayoshi Son | | Mgmt | For | Against | Against |
| | 3 | Elect Walter Teh Ming Kwauk | | Mgmt | For | Against | Against |
| | 4 | Appointment of Auditor | | Mgmt | For | For | For |
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| Alphabet Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GOOGL | CUSIP 02079K305 | | 06/06/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Larry Page | | Mgmt | For | For | For |
| | 1.2 | Elect Sergey Brin | | Mgmt | For | For | For |
| | 1.3 | Elect Eric E. Schmidt | | Mgmt | For | For | For |
| | 1.4 | Elect L. John Doerr | | Mgmt | For | For | For |
| | 1.5 | Elect Roger W. Ferguson, Jr. | | Mgmt | For | For | For |
| | 1.6 | Elect Diane Greene | | Mgmt | For | For | For |
| | 1.7 | Elect John L. Hennessy | | Mgmt | For | For | For |
| | 1.8 | Elect Ann Mather | | Mgmt | For | Withhold | Against |
| | 1.9 | Elect Alan R. Mulally | | Mgmt | For | For | For |
| | 1.10 | Elect Sundar Pichai | | Mgmt | For | For | For |
| | 1.11 | Elect K. Ram Shriram | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Amendment to the 2012 Stock Plan | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Gender Pay Gap Risk Report | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Linking Executive Pay to Sustainability | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Disclosure of Board Qualifications | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | | ShrHoldr | Against | Against | For |
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| Amazon.com, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMZN | CUSIP 023135106 | | 05/30/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey P. Bezos | | Mgmt | For | For | For |
| | 2 | Elect Tom A. Alberg | | Mgmt | For | For | For |
| | 3 | Elect Jamie S. Gorelick | | Mgmt | For | For | For |
| | 4 | Elect Daniel P. Huttenlocher | | Mgmt | For | For | For |
| | 5 | Elect Judith A. McGrath | | Mgmt | For | For | For |
| | 6 | Elect Jonathan J. Rubinstein | | Mgmt | For | For | For |
| | 7 | Elect Thomas O. Ryder | | Mgmt | For | For | For |
| | 8 | Elect Patricia Q. Stonesifer | | Mgmt | For | For | For |
| | 9 | Elect Wendell P. Weeks | | Mgmt | For | Against | Against |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Shareholder Proposal Regarding Board Diversity | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Counting Abstentions | | ShrHoldr | Against | Against | For |
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| Ameren Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEE | CUSIP 023608102 | | 05/03/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Warner L. Baxter | | Mgmt | For | For | For |
| | 2 | Elect Catherine S. Brune | | Mgmt | For | For | For |
| | 3 | Elect J. Edward Coleman | | Mgmt | For | For | For |
| | 4 | Elect Ellen M. Fitzsimmons | | Mgmt | For | For | For |
| | 5 | Elect Rafael Flores | | Mgmt | For | For | For |
| | 6 | Elect Walter J. Galvin | | Mgmt | For | For | For |
| | 7 | Elect Richard J. Harshman | | Mgmt | For | For | For |
| | 8 | Elect Craig S. Ivey | | Mgmt | For | For | For |
| | 9 | Elect Gayle P.W. Jackson | | Mgmt | For | For | For |
| | 10 | Elect James C. Johnson | | Mgmt | For | For | For |
| | 11 | Elect Steven H. Lipstein | | Mgmt | For | For | For |
| | 12 | Elect Stephen R. Wilson | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Coal Combustion Residuals | | ShrHoldr | Against | Against | For |
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| American Electric Power Company, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEP | CUSIP 025537101 | | 04/24/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nicholas K. Akins | | Mgmt | For | For | For |
| | 2 | Elect David J. Anderson | | Mgmt | For | For | For |
| | 3 | Elect J. Barnie Beasley, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Ralph D. Crosby, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Linda A. Goodspeed | | Mgmt | For | For | For |
| | 6 | Elect Thomas E. Hoaglin | | Mgmt | For | For | For |
| | 7 | Elect Sandra Beach Lin | | Mgmt | For | For | For |
| | 8 | Elect Richard C. Notebaert | | Mgmt | For | For | For |
| | 9 | Elect Lionel L. Nowell, III | | Mgmt | For | For | For |
| | 10 | Elect Stephen S. Rasmussen | | Mgmt | For | For | For |
| | 11 | Elect Oliver G. Richard, III | | Mgmt | For | For | For |
| | 12 | Elect Sara Martinez Tucker | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| American International Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AIG | CUSIP 026874784 | | 05/09/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect W. Don Cornwell | | Mgmt | For | For | For |
| | 2 | Elect Brian Duperreault | | Mgmt | For | For | For |
| | 3 | Elect John Fitzpatrick | | Mgmt | For | For | For |
| | 4 | Elect William G. Jurgensen | | Mgmt | For | For | For |
| | 5 | Elect Christopher S. Lynch | | Mgmt | For | For | For |
| | 6 | Elect Henry S. Miller | | Mgmt | For | For | For |
| | 7 | Elect Linda A. Mills | | Mgmt | For | For | For |
| | 8 | Elect Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 9 | Elect Ronald A. Rittenmeyer | | Mgmt | For | Against | Against |
| | 10 | Elect Douglas M. Steenland | | Mgmt | For | For | For |
| | 11 | Elect Theresa M. Stone | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
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| American Tower Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMT | CUSIP 03027X100 | | 05/23/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gustavo Lara Cantu | | Mgmt | For | For | For |
| | 2 | Elect Raymond P. Dolan | | Mgmt | For | For | For |
| | 3 | Elect Robert D. Hormats | | Mgmt | For | For | For |
| | 4 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 5 | Elect Craig Macnab | | Mgmt | For | For | For |
| | 6 | Elect JoAnn A. Reed | | Mgmt | For | For | For |
| | 7 | Elect Pamela D.A. Reeve | | Mgmt | For | For | For |
| | 8 | Elect David E. Sharbutt | | Mgmt | For | For | For |
| | 9 | Elect James D. Taiclet, Jr. | | Mgmt | For | For | For |
| | 10 | Elect Samme L. Thompson | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| AMGEN Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMGN | CUSIP 031162100 | | 05/22/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Wanda M. Austin | | Mgmt | For | For | For |
| | 2 | Elect Robert A. Bradway | | Mgmt | For | For | For |
| | 3 | Elect Brian J. Druker | | Mgmt | For | For | For |
| | 4 | Elect Robert A. Eckert | | Mgmt | For | For | For |
| | 5 | Elect Greg C. Garland | | Mgmt | For | Against | Against |
| | 6 | Elect Fred Hassan | | Mgmt | For | For | For |
| | 7 | Elect Rebecca M. Henderson | | Mgmt | For | For | For |
| | 8 | Elect Frank C. Herringer | | Mgmt | For | For | For |
| | 9 | Elect Charles M. Holley, Jr. | | Mgmt | For | For | For |
| | 10 | Elect Tyler Jacks | | Mgmt | For | For | For |
| | 11 | Elect Ellen J. Kullman | | Mgmt | For | For | For |
| | 12 | Elect Ronald D. Sugar | | Mgmt | For | For | For |
| | 13 | Elect R. Sanders Williams | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Report on Linking Executive Compensation to Drug Pricing | | ShrHoldr | Against | Against | For |
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| Anadarko Petroleum Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | APC | CUSIP 032511107 | | 05/15/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Anthony R. Chase | | Mgmt | For | For | For |
| | 2 | Elect David E. Constable | | Mgmt | For | For | For |
| | 3 | Elect H. Paulett Eberhart | | Mgmt | For | For | For |
| | 4 | Elect Claire S. Farley | | Mgmt | For | For | For |
| | 5 | Elect Peter J. Fluor | | Mgmt | For | For | For |
| | 6 | Elect Joseph W. Gorder | | Mgmt | For | Against | Against |
| | 7 | Elect John R. Gordon | | Mgmt | For | For | For |
| | 8 | Elect Sean Gourley | | Mgmt | For | For | For |
| | 9 | Elect Mark C. McKinley | | Mgmt | For | For | For |
| | 10 | Elect Eric D. Mullins | | Mgmt | For | For | For |
| | 11 | Elect R. A. Walker | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Two Degree Scenario Analysis Report | | ShrHoldr | Against | Against | For |
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| Apple Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AAPL | CUSIP 037833100 | | 02/13/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James A. Bell | | Mgmt | For | For | For |
| | 2 | Elect Timothy D. Cook | | Mgmt | For | For | For |
| | 3 | Elect Albert A. Gore | | Mgmt | For | For | For |
| | 4 | Elect Robert A. Iger | | Mgmt | For | For | For |
| | 5 | Elect Andrea Jung | | Mgmt | For | For | For |
| | 6 | Elect Arthur D. Levinson | | Mgmt | For | For | For |
| | 7 | Elect Ronald D. Sugar | | Mgmt | For | For | For |
| | 8 | Elect Susan L. Wagner | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Approve the Amended and Restated Apple Inc. Non-Employee Director Stock Plan | | Mgmt | For | For | For |
| | 12 | Shareholder Proposal Regarding Amendments to Proxy Access Bylaw | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Formation of a Human Rights Committee | | ShrHoldr | Against | Against | For |
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| Applied Materials, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMAT | CUSIP 038222105 | | 03/08/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Judy Bruner | | Mgmt | For | For | For |
| | 2 | Elect Eric Chen | | Mgmt | For | For | For |
| | 3 | Elect Aart J. de Geus | | Mgmt | For | For | For |
| | 4 | Elect Gary E. Dickerson | | Mgmt | For | For | For |
| | 5 | Elect Stephen R. Forrest | | Mgmt | For | For | For |
| | 6 | Elect Thomas J. Iannotti | | Mgmt | For | For | For |
| | 7 | Elect Alexander A. Karsner | | Mgmt | For | For | For |
| | 8 | Elect Adrianna C. Ma | | Mgmt | For | For | For |
| | 9 | Elect Scott A. McGregor | | Mgmt | For | For | For |
| | 10 | Elect Dennis D. Powell | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Diversity Report | | ShrHoldr | Against | Against | For |
|
|
|
| Assured Guaranty Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AGO | CUSIP G0585R106 | | 05/02/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Francisco L. Borges | | Mgmt | For | For | For |
| | 2 | Elect G. Lawrence Buhl | | Mgmt | For | For | For |
| | 3 | Elect Dominic J. Frederico | | Mgmt | For | For | For |
| | 4 | Elect Bonnie L. Howard | | Mgmt | For | For | For |
| | 5 | Elect Thomas W. Jones | | Mgmt | For | For | For |
| | 6 | Elect Patrick W. Kenny | | Mgmt | For | For | For |
| | 7 | Elect Alan J. Kreczko | | Mgmt | For | For | For |
| | 8 | Elect Simon W. Leathes | | Mgmt | For | For | For |
| | 9 | Elect Michael T. O'Kane | | Mgmt | For | For | For |
| | 10 | Elect Yukiko Omura | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Elect Howard W. Albert | | Mgmt | For | For | For |
| | 14 | Elect Robert A. Bailenson | | Mgmt | For | For | For |
| | 15 | Elect Russel B. Brewer II | | Mgmt | For | For | For |
| | 16 | Elect Gary Burnet | | Mgmt | For | For | For |
| | 17 | Elect Ling Chow | | Mgmt | For | For | For |
| | 18 | Elect Stephen Donnarumma | | Mgmt | For | For | For |
| | 19 | Elect Dominic J. Frederico | | Mgmt | For | For | For |
| | 20 | Elect Walter A. Scott | | Mgmt | For | For | For |
| | 21 | Ratification of Subsidiary Auditor | | Mgmt | For | For | For |
|
|
|
| AT&T Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | T | CUSIP 00206R102 | | 04/27/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Randall L. Stephenson | | Mgmt | For | For | For |
| | 2 | Elect Samuel A. Di Piazza, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Richard W. Fisher | | Mgmt | For | For | For |
| | 4 | Elect Scott T. Ford | | Mgmt | For | For | For |
| | 5 | Elect Glenn H. Hutchins | | Mgmt | For | For | For |
| | 6 | Elect William E. Kennard | | Mgmt | For | For | For |
| | 7 | Elect Michael B. McCallister | | Mgmt | For | For | For |
| | 8 | Elect Beth E. Mooney | | Mgmt | For | For | For |
| | 9 | Elect Joyce M. Roche | | Mgmt | For | For | For |
| | 10 | Elect Matthew K. Rose | | Mgmt | For | For | For |
| | 11 | Elect Cindy B. Taylor | | Mgmt | For | For | For |
| | 12 | Elect Laura D'Andrea Tyson | | Mgmt | For | For | For |
| | 13 | Elect Geoffrey Y. Yang | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Stock Purchase and Deferral Plan | | Mgmt | For | For | For |
| | 17 | Approval of the 2018 Incentive Plan | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Amendments to Proxy Access Bylaw | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Lowering Threshold for Right to Act By Written Consent | | ShrHoldr | Against | Against | For |
|
|
|
| BAE Systems plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BA | CINS G06940103 | | 05/10/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Remuneration Report (Advisory) | | Mgmt | For | For | For |
| | 3 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 4 | Elect Roger Carr | | Mgmt | For | For | For |
| | 5 | Elect Elizabeth Corley | | Mgmt | For | For | For |
| | 6 | Elect Gerard J. DeMuro | | Mgmt | For | For | For |
| | 7 | Elect Harriet Green | | Mgmt | For | For | For |
| | 8 | Elect Chris Grigg | | Mgmt | For | For | For |
| | 9 | Elect Peter Lynas | | Mgmt | For | For | For |
| | 10 | Elect Paula Rosput Reynolds | | Mgmt | For | For | For |
| | 11 | Elect Nicholas Rose | | Mgmt | For | For | For |
| | 12 | Elect Ian Tyler | | Mgmt | For | For | For |
| | 13 | Elect Charles Woodburn | | Mgmt | For | For | For |
| | 14 | Elect Revathi Advaithi | | Mgmt | For | For | For |
| | 15 | Appointment of Auditor | | Mgmt | For | For | For |
| | 16 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 17 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 21 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| Ball Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BLL | CUSIP 058498106 | | 04/25/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Robert W. Alspaugh | | Mgmt | For | For | For |
| | 1.2 | Elect Michael J. Cave | | Mgmt | For | For | For |
| | 1.3 | Elect Pedro Henrique Mariani | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Bank of America Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAC | CUSIP 060505104 | | 04/25/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sharon L. Allen | | Mgmt | For | For | For |
| | 2 | Elect Susan S. Bies | | Mgmt | For | For | For |
| | 3 | Elect Jack O. Bovender, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Frank P. Bramble, Sr. | | Mgmt | For | For | For |
| | 5 | Elect Pierre J. P. de Weck | | Mgmt | For | For | For |
| | 6 | Elect Arnold W. Donald | | Mgmt | For | For | For |
| | 7 | Elect Linda P. Hudson | | Mgmt | For | For | For |
| | 8 | Elect Monica C. Lozano | | Mgmt | For | For | For |
| | 9 | Elect Thomas J. May | | Mgmt | For | For | For |
| | 10 | Elect Brian T. Moynihan | | Mgmt | For | For | For |
| | 11 | Elect Lionel L. Nowell, III | | Mgmt | For | For | For |
| | 12 | Elect Michael D. White | | Mgmt | For | For | For |
| | 13 | Elect Thomas D. Woods | | Mgmt | For | For | For |
| | 14 | Elect R. David Yost | | Mgmt | For | For | For |
| | 15 | Elect Maria T. Zuber | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Baxter International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAX | CUSIP 071813109 | | 05/08/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jose E. Almeida | | Mgmt | For | For | For |
| | 2 | Elect Thomas F. Chen | | Mgmt | For | For | For |
| | 3 | Elect John D. Forsyth | | Mgmt | For | For | For |
| | 4 | Elect James R. Gavin III | | Mgmt | For | For | For |
| | 5 | Elect Peter S. Hellman | | Mgmt | For | For | For |
| | 6 | Elect Munib Islam | | Mgmt | For | For | For |
| | 7 | Elect Michael F. Mahoney | | Mgmt | For | For | For |
| | 8 | Elect Stephen N. Oesterle | | Mgmt | For | For | For |
| | 9 | Elect Carole J. Shapazian | | Mgmt | For | For | For |
| | 10 | Elect Cathy R. Smith | | Mgmt | For | For | For |
| | 11 | Elect Thomas T. Stallkamp | | Mgmt | For | For | For |
| | 12 | Elect Albert P.L. Stroucken | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
|
|
|
| Becton, Dickinson and Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BDX | CUSIP 075887109 | | 01/23/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Catherine M. Burzik | | Mgmt | For | For | For |
| | 2 | Elect R. Andrew Eckert | | Mgmt | For | For | For |
| | 3 | Elect Vincent A. Forlenza | | Mgmt | For | For | For |
| | 4 | Elect Claire M. Fraser | | Mgmt | For | For | For |
| | 5 | Elect Christopher Jones | | Mgmt | For | For | For |
| | 6 | Elect Marshall O. Larsen | | Mgmt | For | For | For |
| | 7 | Elect Gary A. Mecklenburg | | Mgmt | For | For | For |
| | 8 | Elect David F. Melcher | | Mgmt | For | For | For |
| | 9 | Elect Willard J. Overlock, Jr. | | Mgmt | For | For | For |
| | 10 | Elect Claire Pomeroy | | Mgmt | For | For | For |
| | 11 | Elect Rebecca W. Rimel | | Mgmt | For | For | For |
| | 12 | Elect Timothy M. Ring | | Mgmt | For | For | For |
| | 13 | Elect Bertram L. Scott | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Amendment to Proxy Access Bylaw | | ShrHoldr | Against | Against | For |
|
|
|
| Biogen Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BIIB | CUSIP 09062X103 | | 06/12/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alexander J. Denner | | Mgmt | For | For | For |
| | 2 | Elect Caroline D. Dorsa | | Mgmt | For | For | For |
| | 3 | Elect Nancy L. Leaming | | Mgmt | For | For | For |
| | 4 | Elect Richard C. Mulligan | | Mgmt | For | For | For |
| | 5 | Elect Robert W. Pangia | | Mgmt | For | For | For |
| | 6 | Elect Stelios Papadopoulos | | Mgmt | For | For | For |
| | 7 | Elect Brian S. Posner | | Mgmt | For | For | For |
| | 8 | Elect Eric K. Rowinsky | | Mgmt | For | For | For |
| | 9 | Elect Lynn Schenk | | Mgmt | For | For | For |
| | 10 | Elect Stephen A. Sherwin | | Mgmt | For | For | For |
| | 11 | Elect Michel Vounatsos | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Report on Linking Executive Compensation to Drug Pricing | | ShrHoldr | Against | Against | For |
|
|
|
| BlackRock, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BLK | CUSIP 09247X101 | | 05/23/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mathis Cabiallavetta | | Mgmt | For | For | For |
| | 2 | Elect Pamela Daley | | Mgmt | For | For | For |
| | 3 | Elect William S. Demchak | | Mgmt | For | For | For |
| | 4 | Elect Jessica P. Einhorn | | Mgmt | For | For | For |
| | 5 | Elect Laurence D. Fink | | Mgmt | For | For | For |
| | 6 | Elect William E. Ford | | Mgmt | For | For | For |
| | 7 | Elect Fabrizio Freda | | Mgmt | For | For | For |
| | 8 | Elect Murry S. Gerber | | Mgmt | For | For | For |
| | 9 | Elect Margaret L. Johnson | | Mgmt | For | For | For |
| | 10 | Elect Robert S. Kapito | | Mgmt | For | For | For |
| | 11 | Elect Sir Deryck C. Maughan | | Mgmt | For | For | For |
| | 12 | Elect Cheryl D. Mills | | Mgmt | For | For | For |
| | 13 | Elect Gordon M. Nixon | | Mgmt | For | For | For |
| | 14 | Elect Charles H. Robbins | | Mgmt | For | For | For |
| | 15 | Elect Ivan G. Seidenberg | | Mgmt | For | For | For |
| | 16 | Elect Marco Antonio Slim Domit | | Mgmt | For | For | For |
| | 17 | Elect Susan L. Wagner | | Mgmt | For | For | For |
| | 18 | Elect Mark Wilson | | Mgmt | For | For | For |
| | 19 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 20 | Amendment to the 1999 Stock Award and Incentive Plan | | Mgmt | For | For | For |
| | 21 | Ratification of Auditor | | Mgmt | For | For | For |
| | 22 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| Booking Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BKNG | CUSIP 09857L108 | | 06/07/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Timothy M. Armstrong | | Mgmt | For | For | For |
| | 1.2 | Elect Jeffrey H. Boyd | | Mgmt | For | For | For |
| | 1.3 | Elect Jeffrey E. Epstein | | Mgmt | For | For | For |
| | 1.4 | Elect Glenn D. Fogel | | Mgmt | For | For | For |
| | 1.5 | Elect Mirian M. Graddick-Weir | | Mgmt | For | For | For |
| | 1.6 | Elect James M. Guyette | | Mgmt | For | For | For |
| | 1.7 | Elect Robert J. Mylod, Jr. | | Mgmt | For | For | For |
| | 1.8 | Elect Charles H. Noski | | Mgmt | For | For | For |
| | 1.9 | Elect Nancy B. Peretsman | | Mgmt | For | For | For |
| | 1.10 | Elect Nicholas J. Read | | Mgmt | For | For | For |
| | 1.11 | Elect Thomas E. Rothman | | Mgmt | For | For | For |
| | 1.12 | Elect Craig W. Rydin | | Mgmt | For | For | For |
| | 1.13 | Elect Lynn M. Vojvodich | | 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 1999 Omnibus Plan | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Boston Scientific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BSX | CUSIP 101137107 | | 05/10/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nelda J. Connors | | Mgmt | For | For | For |
| | 2 | Elect Charles J. Dockendorff | | Mgmt | For | For | For |
| | 3 | Elect Yoshiaki Fujimori | | Mgmt | For | For | For |
| | 4 | Elect Donna A. James | | Mgmt | For | For | For |
| | 5 | Elect Edward J. Ludwig | | Mgmt | For | For | For |
| | 6 | Elect Stephen P. MacMillan | | Mgmt | For | For | For |
| | 7 | Elect Michael F. Mahoney | | Mgmt | For | For | For |
| | 8 | Elect David J. Roux | | Mgmt | For | For | For |
| | 9 | Elect John E. Sununu | | Mgmt | For | For | For |
| | 10 | Elect Ellen M. Zane | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Bristol-Myers Squibb Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BMY | CUSIP 110122108 | | 05/01/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter J. Arduini | | Mgmt | For | For | For |
| | 2 | Elect Jose Baselga | | Mgmt | For | For | For |
| | 3 | Elect Robert J. Bertolini | | Mgmt | For | For | For |
| | 4 | Elect Giovanni Caforio | | Mgmt | For | For | For |
| | 5 | Elect Matthew W. Emmens | | Mgmt | For | For | For |
| | 6 | Elect Michael Grobstein | | Mgmt | For | For | For |
| | 7 | Elect Alan J. Lacy | | Mgmt | For | For | For |
| | 8 | Elect Dinesh C. Paliwal | | Mgmt | For | For | For |
| | 9 | Elect Theodore R. Samuels | | Mgmt | For | For | For |
| | 10 | Elect Gerald Storch | | Mgmt | For | For | For |
| | 11 | Elect Vicki L. Sato | | Mgmt | For | For | For |
| | 12 | Elect Karen H. Vousden | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Report on Linking Executive Compensation to Drug Pricing | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
|
|
|
| Broadcom Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AVGO | CUSIP 110122108 | | 04/04/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Hock E. Tan | | Mgmt | For | For | For |
| | 2 | Elect James V. Diller, Sr. | | Mgmt | For | For | For |
| | 3 | Elect Gayla J. Delly | | Mgmt | For | For | For |
| | 4 | Elect Lewis C. Eggebrecht | | Mgmt | For | For | For |
| | 5 | Elect Kenneth Y. Hao | | Mgmt | For | For | For |
| | 6 | Elect Eddy W. Hartenstein | | Mgmt | For | For | For |
| | 7 | Elect Check Kian Low | | Mgmt | For | For | For |
| | 8 | Elect Donald Macleod | | Mgmt | For | For | For |
| | 9 | Elect Peter J. Marks | | Mgmt | For | For | For |
| | 10 | Elect Dr. Henry S. Samueli | | Mgmt | For | For | For |
| | 11 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 12 | Authority to Issue Ordinary and Special Preference Shares | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
|
|
|
| Broadcom Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AVGO | CUSIP Y09827109 | | 03/23/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Reincorporation/Change of Continuance | | Mgmt | For | For | For |
|
|
|
| Burlington Stores, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BURL | CUSIP 122017106 | | 05/16/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas A. Kingsbury | | Mgmt | For | For | For |
| | 2 | Elect William P. McNamara | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| C.R. Bard, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BCR | CUSIP 067383109 | | 08/08/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Merger | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Golden Parachutes | | Mgmt | For | For | For |
| | 3 | Right to Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Cairn Energy plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CNE | CINS G17528269 | | 05/15/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Remuneration Report (Advisory) | | Mgmt | For | For | For |
| | 3 | Appointment of Auditor | | Mgmt | For | For | For |
| | 4 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 5 | Elect Ian Tyler | | Mgmt | For | Against | Against |
| | 6 | Elect Todd Hunt | | Mgmt | For | Against | Against |
| | 7 | Elect Alexander Berger | | Mgmt | For | Against | Against |
| | 8 | Elect M. Jacqueline Sheppard | | Mgmt | For | Against | Against |
| | 9 | Elect Keith Lough | | Mgmt | For | Against | Against |
| | 10 | Elect Peter Kallos | | Mgmt | For | Against | Against |
| | 11 | Elect Nicoletta Giadrossi | | Mgmt | For | Against | Against |
| | 12 | Elect Simon Thomson | | Mgmt | For | Against | Against |
| | 13 | Elect James Smith | | Mgmt | For | Against | Against |
| | 14 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 15 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 16 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 17 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 18 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 19 | Renewal of Authority to Dispose of Vendetta Limited | | Mgmt | For | For | For |
|
|
|
| Caterpillar Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CAT | CUSIP 149123101 | | 06/13/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kelly A. Ayotte | | Mgmt | For | For | For |
| | 2 | Elect David L. Calhoun | | Mgmt | For | For | For |
| | 3 | Elect Daniel M. Dickinson | | Mgmt | For | For | For |
| | 4 | Elect Juan Gallardo | | Mgmt | For | For | For |
| | 5 | Elect Dennis A. Muilenburg | | Mgmt | For | For | For |
| | 6 | Elect William A. Osborn | | Mgmt | For | For | For |
| | 7 | Elect Debra L. Reed | | Mgmt | For | Against | Against |
| | 8 | Elect Edward B. Rust, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Susan C. Schwab | | Mgmt | For | For | For |
| | 10 | Elect Jim Umpleby III | | Mgmt | For | For | For |
| | 11 | Elect Miles D. White | | Mgmt | For | Against | Against |
| | 12 | Elect Rayford Wilkins Jr. | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Amendment to Clawback Policy | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Human Rights Expertise on Board | | ShrHoldr | Against | Against | For |
|
|
|
| Cenovus Energy Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CVE | CUSIP 15135U109 | | 04/25/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Appointment of Auditor | | Mgmt | For | For | For |
| | 2.1 | Elect Susan F. Dabarno | | Mgmt | For | For | For |
| | 2.2 | Elect Patrick D. Daniel | | Mgmt | For | For | For |
| | 2.3 | Elect Harold N. Kvisle | | Mgmt | For | For | For |
| | 2.4 | Elect Steven F. Leer | | Mgmt | For | For | For |
| | 2.5 | Elect Keith A. MacPhail | | Mgmt | For | For | For |
| | 2.6 | Elect Richard J. Marcogliese | | Mgmt | For | For | For |
| | 2.7 | Elect Claude Mongeau | | Mgmt | For | For | For |
| | 2.8 | Elect Alexander J. Pourbaix | | Mgmt | For | For | For |
| | 2.9 | Elect Charles M. Rampacek | | Mgmt | For | For | For |
| | 2.10 | Elect Colin Taylor | | Mgmt | For | For | For |
| | 2.11 | Elect Wayne G. Thomson | | Mgmt | For | For | For |
| | 2.12 | Elect Rhonda I. Zygocki | | Mgmt | For | For | For |
| | 3 | Amendment to Shareholder Rights Plan | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| CF Industries Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CF | CUSIP 125269100 | | 05/10/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert C. Arzbaecher | | Mgmt | For | For | For |
| | 2 | Elect William Davisson | | Mgmt | For | For | For |
| | 3 | Elect John W. Eaves | | Mgmt | For | For | For |
| | 4 | Elect Stephen A. Furbacher | | Mgmt | For | For | For |
| | 5 | Elect Stephen J. Hagge | | Mgmt | For | For | For |
| | 6 | Elect John D. Johnson | | Mgmt | For | For | For |
| | 7 | Elect Anne P. Noonan | | Mgmt | For | For | For |
| | 8 | Elect Michael J. Toelle | | Mgmt | For | For | For |
| | 9 | Elect Theresa E Wagler | | Mgmt | For | For | For |
| | 10 | Elect W. Anthony Will | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Special Meeting Provisions | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Charter Communications, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CHTR | CUSIP 16119P108 | | 04/25/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect W. Lance Conn | | Mgmt | For | Against | Against |
| | 2 | Elect Kim C. Goodman | | Mgmt | For | Against | Against |
| | 3 | Elect Craig A. Jacobson | | Mgmt | For | Against | Against |
| | 4 | Elect Gregory B. Maffei | | Mgmt | For | Against | Against |
| | 5 | Elect John C. Malone | | Mgmt | For | Against | Against |
| | 6 | Elect John D. Markley, Jr. | | Mgmt | For | Against | Against |
| | 7 | Elect David C. Merritt | | Mgmt | For | Against | Against |
| | 8 | Elect Steven A. Miron | | Mgmt | For | Against | Against |
| | 9 | Elect Balan Nair | | Mgmt | For | Against | Against |
| | 10 | Elect Michael A. Newhouse | | Mgmt | For | Against | Against |
| | 11 | Elect Mauricio Ramos | | Mgmt | For | Against | Against |
| | 12 | Elect Thomas M. Rutledge | | Mgmt | For | Against | Against |
| | 13 | Elect Eric L. Zinterhofer | | Mgmt | For | Against | Against |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Proxy Access | | ShrHoldr | Against | For | Against |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Compensation in the Event of a Change in Control | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Chipotle Mexican Grill, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMG | CUSIP 169656105 | | 05/22/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Albert S. Baldocchi | | Mgmt | For | For | For |
| | 1.2 | Elect Paul T. Cappuccio | | Mgmt | For | For | For |
| | 1.3 | Elect Steve Ells | | Mgmt | For | For | For |
| | 1.4 | Elect Neil Flanzraich | | Mgmt | For | For | For |
| | 1.5 | Elect Robin Hickenlooper | | Mgmt | For | For | For |
| | 1.6 | Elect Kimbal Musk | | Mgmt | For | For | For |
| | 1.7 | Elect Ali Namvar | | Mgmt | For | For | For |
| | 1.8 | Elect Brian Niccol | | Mgmt | For | For | For |
| | 1.9 | Elect Matthew H. Paull | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Amendment to the 2011 Stock Incentive Plan | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
|
|
|
| Chubb Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CB | CUSIP H1467J104 | | 05/17/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Allocation of Profits | | Mgmt | For | For | For |
| | 3 | Dividends from Reserves | | Mgmt | For | For | For |
| | 4 | Ratification of Board Acts | | Mgmt | For | For | For |
| | 5 | Election of Statutory Auditors | | Mgmt | For | For | For |
| | 6 | Appointment of Auditor | | Mgmt | For | For | For |
| | 7 | Appointment of Special Auditor | | Mgmt | For | For | For |
| | 8 | Elect Evan G. Greenberg | | Mgmt | For | For | For |
| | 9 | Elect Robert M. Hernandez | | Mgmt | For | For | For |
| | 10 | Elect Michael G. Atieh | | Mgmt | For | For | For |
| | 11 | Elect Sheila P. Burke | | Mgmt | For | For | For |
| | 12 | Elect James I. Cash, Jr. | | Mgmt | For | For | For |
| | 13 | Elect Mary A. Cirillo | | Mgmt | For | For | For |
| | 14 | Elect Michael P. Connors | | Mgmt | For | Against | Against |
| | 15 | Elect John A. Edwardson | | Mgmt | For | For | For |
| | 16 | Elect Kimberly Ross | | Mgmt | For | For | For |
| | 17 | Elect Robert W. Scully | | Mgmt | For | For | For |
| | 18 | Elect Eugene B. Shanks, Jr. | | Mgmt | For | For | For |
| | 19 | Elect Theodore Shasta | | Mgmt | For | For | For |
| | 20 | Elect David H. Sidwell | | Mgmt | For | For | For |
| | 21 | Elect Olivier Steimer | | Mgmt | For | For | For |
| | 22 | Elect James M. Zimmerman | | Mgmt | For | For | For |
| | 23 | Elect Evan G. Greenberg as Chair of the Board of Directors | | Mgmt | For | For | For |
| | 24 | Elect Michael P. Connors | | Mgmt | For | For | For |
| | 25 | Elect Mary A. Cirillo | | Mgmt | For | For | For |
| | 26 | Elect Robert M. Hernandez | | Mgmt | For | For | For |
| | 27 | Elect James M. Zimmerman | | Mgmt | For | For | For |
| | 28 | Election of Homburger AG as independent proxy | | Mgmt | For | For | For |
| | 29 | Amendment to Articles Regarding Authorized Share Capital for General Purposes | | Mgmt | For | For | For |
| | 30 | Board Compensation | | Mgmt | For | For | For |
| | 31 | Executive Compensation | | Mgmt | For | For | For |
| | 32 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 33 | Additional or Miscellaneous Proposals | | Mgmt | For | Against | Against |
|
|
|
| Church & Dwight Co., Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CHD | CUSIP 171340102 | | 05/03/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Matthew T. Farrell | | Mgmt | For | For | For |
| | 2 | Elect Ravichandra K. Saligram | | Mgmt | For | For | For |
| | 3 | Elect Robert K. Shearer | | Mgmt | For | For | For |
| | 4 | Elect Laurie J. Yoler | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Citigroup Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | C | CUSIP 172967424 | | 04/24/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael L. Corbat | | Mgmt | For | For | For |
| | 2 | Elect Ellen M. Costello | | Mgmt | For | For | For |
| | 3 | Elect John C. Dugan | | Mgmt | For | For | For |
| | 4 | Elect Duncan P. Hennes | | Mgmt | For | For | For |
| | 5 | Elect Peter B. Henry | | Mgmt | For | For | For |
| | 6 | Elect Franz B. Humer | | Mgmt | For | For | For |
| | 7 | Elect S. Leslie Ireland | | Mgmt | For | For | For |
| | 8 | Elect Renee J. James | | Mgmt | For | For | For |
| | 9 | Elect Eugene M. McQuade | | Mgmt | For | For | For |
| | 10 | Elect Michael E. O'Neill | | Mgmt | For | For | For |
| | 11 | Elect Gary M. Reiner | | Mgmt | For | For | For |
| | 12 | Elect Anthony M. Santomero | | Mgmt | For | For | For |
| | 13 | Elect Diana L. Taylor | | Mgmt | For | For | For |
| | 14 | Elect James S. Turley | | Mgmt | For | For | For |
| | 15 | Elect Deborah C. Wright | | Mgmt | For | For | For |
| | 16 | Elect Ernesto Zedillo Ponce de Leon | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 19 | Amendment to the 2014 Stock Incentive Plan | | Mgmt | For | For | For |
| | 20 | Shareholder Proposal Regarding Indigenous Peoples' Rights Policy | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Cumulative Voting | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Amendment to Proxy Access Bylaw | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Government Service Vesting | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Right to Call a Special Meeting | | ShrHoldr | Against | Against | For |
|
|
|
| Comcast Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMCSA | CUSIP 20030N101 | | 06/11/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Kenneth J. Bacon | | Mgmt | For | For | For |
| | 1.2 | Elect Madeline S. Bell | | Mgmt | For | For | For |
| | 1.3 | Elect Sheldon M. Bonovitz | | Mgmt | For | For | For |
| | 1.4 | Elect Edward D. Breen | | Mgmt | For | For | For |
| | 1.5 | Elect Gerald L. Hassell | | Mgmt | For | For | For |
| | 1.6 | Elect Jeffrey A. Honickman | | Mgmt | For | For | For |
| | 1.7 | Elect Maritza Gomez Montiel | | Mgmt | For | For | For |
| | 1.8 | Elect Asuka Nakahara | | Mgmt | For | For | For |
| | 1.9 | Elect David C. Novak | | Mgmt | For | For | For |
| | 1.10 | Elect Brian L. Roberts | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory vote on executive compensation | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| ConocoPhillips | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COP | CUSIP 20825C104 | | 05/15/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Charles E. Bunch | | Mgmt | For | For | For |
| | 2 | Elect Caroline Maury Devine | | Mgmt | For | For | For |
| | 3 | Elect John V. Faraci | | Mgmt | For | For | For |
| | 4 | Elect Jody L Freeman | | Mgmt | For | For | For |
| | 5 | Elect Gay Huey Evans | | Mgmt | For | For | For |
| | 6 | Elect Ryan M. Lance | | Mgmt | For | For | For |
| | 7 | Elect Sharmila Mulligan | | Mgmt | For | For | For |
| | 8 | Elect Arjun N. Murti | | Mgmt | For | For | For |
| | 9 | Elect Robert A. Niblock | | Mgmt | For | For | For |
| | 10 | Elect Harald J. Norvik | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Use of GAAP Metrics in Executive Compensation | | ShrHoldr | Against | Against | For |
|
|
|
| Constellation Brands, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STZ | CUSIP 21036P108 | | 07/18/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Jerry Fowden | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Barry A. Fromberg | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Robert L. Hanson | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Ernesto M. Hernandez | | Mgmt | For | Withhold | Against |
| | 1.5 | Elect James A. Locke III | | Mgmt | For | Withhold | Against |
| | 1.6 | Elect Daniel J. McCarthy | | Mgmt | For | Withhold | Against |
| | 1.7 | Elect Richard Sands | | Mgmt | For | Withhold | Against |
| | 1.8 | Elect Robert Sands | | Mgmt | For | Withhold | Against |
| | 1.9 | Elect Judy A. Schmeling | | Mgmt | For | Withhold | Against |
| | 1.10 | Elect Keith E. Wandell | | Mgmt | For | Withhold | Against |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Amendment to the Long-Term Stock Incentive Plan | | Mgmt | For | For | For |
|
|
|
| Conyers Park Acquisition Corp | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CPAA | CUSIP 212894109 | | 07/05/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Acquisition | | Mgmt | For | For | For |
| | 2 | INTENTION TO EXERCISE REDEMPTION RIGHTS IF YOU INTEND TO EXERCISE YOUR REDEMPTION RIGHTS PLEASE CHECK THIS FOR BOX. CHECKING THIS BOX, HOWEVER, IS NOT SUFFICIENT TO EXERCISE YOUR REDEMPTION RIGHTS. YOU MUST COMPLY WITH THE PROCEDURES SET FORTH IN THE DEFINITIVE PROXY STATEMENT UNDER THE HEADING SPECIAL MEETING IN LIEU OF 2017 ANNUAL MEETING OF COMPANY STOCKHOLDERS - REDEMPTION RIGHTS. FOR = YES ; AGAINST = NO. | | Mgmt | N/A | Against | N/A |
| | 3 | SHAREHOLDER CERTIFICATION I HEREBY CERTIFY THAT I AM NOT ACTING IN CONCERT, OR AS A GROUP AS DEFINED IN SECTION 13(D)(3) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED, WITH ANY OTHER STOCKHOLDER WITH RESPECT TO THE SHARES OF COMMON STOCK OF THE COMPANY OWNED BY ME IN CONNECTION WITH THE PROPOSED BUSINESS COMBINATION. FOR = I CERTIFY THAT I AM NOT. AGAINST = I CERTIFY THAT I AM. | | Mgmt | N/A | Against | N/A |
| | 4 | Right to Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Costco Wholesale Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COST | CUSIP 22160K105 | | 01/30/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Kenneth D. Denman | | Mgmt | For | For | For |
| | 1.2 | Elect W. Craig Jelinek | | Mgmt | For | For | For |
| | 1.3 | Elect Jeffrey S. Raikes | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 5 | Shareholder Proposal Regarding Prison Labor | | ShrHoldr | Against | Against | For |
|
|
|
| CVS Health Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CVS | CUSIP 126650100 | | 03/13/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Issuance of Stock for Merger | | Mgmt | For | For | For |
| | 2 | Right to Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Danaher Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DHR | CUSIP 235851102 | | 05/08/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Donald J. Ehrlich | | Mgmt | For | For | For |
| | 2 | Elect Linda P. Hefner Filler | | Mgmt | For | For | For |
| | 3 | Elect Thomas P. Joyce, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Teri List-Stoll | | Mgmt | For | For | For |
| | 5 | Elect Walter G. Lohr, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Mitchell P. Rales | | Mgmt | For | Against | Against |
| | 7 | Elect Steven M. Rales | | Mgmt | For | For | For |
| | 8 | Elect John T. Schwieters | | Mgmt | For | For | For |
| | 9 | Elect Alan G. Spoon | | Mgmt | For | For | For |
| | 10 | Elect Raymond C. Stevens | | Mgmt | For | For | For |
| | 11 | Elect Elias A. Zerhouni | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
|
|
|
| DENTSPLY SIRONA Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | XRAY | CUSIP 24906P109 | | 05/23/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael C. Alfano | | Mgmt | For | For | For |
| | 2 | Elect David K. Beecken | | Mgmt | For | For | For |
| | 3 | Elect Eric K. Brandt | | Mgmt | For | For | For |
| | 4 | Elect Donald M. Casey | | Mgmt | For | For | For |
| | 5 | Elect Michael J. Coleman | | Mgmt | For | For | For |
| | 6 | Elect Willie A. Deese | | Mgmt | For | For | For |
| | 7 | Elect Betsy D. Holden | | Mgmt | For | For | For |
| | 8 | Elect Thomas Jetter | | Mgmt | For | For | For |
| | 9 | Elect Arthur D. Kowaloff | | Mgmt | For | For | For |
| | 10 | Elect Harry M.J. Kraemer, Jr. | | Mgmt | For | For | For |
| | 11 | Elect Francis J. Lunger | | Mgmt | For | For | For |
| | 12 | Elect Leslie F. Varon | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 15 | Approval of Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 16 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
|
|
|
| DISH Network Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DISH | CUSIP 25470M109 | | 05/07/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect George R. Brokaw | | Mgmt | For | For | For |
| | 1.2 | Elect James DeFranco | | Mgmt | For | For | For |
| | 1.3 | Elect Cantey M. Ergen | | Mgmt | For | For | For |
| | 1.4 | Elect Charles W. Ergen | | Mgmt | For | For | For |
| | 1.5 | Elect Charles M. Lillis | | Mgmt | For | For | For |
| | 1.6 | Elect Afshin Mohebbi | | Mgmt | For | For | For |
| | 1.7 | Elect David K. Moskowitz | | Mgmt | For | For | For |
| | 1.8 | Elect Tom A. Ortolf | | Mgmt | For | For | For |
| | 1.9 | Elect Carl E. Vogel | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Dominion Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | D | CUSIP 25746U109 | | 05/09/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William P. Barr | | Mgmt | For | For | For |
| | 2 | Elect Helen E. Dragas | | Mgmt | For | For | For |
| | 3 | Elect James O. Ellis, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Thomas F. Farrell II | | Mgmt | For | Against | Against |
| | 5 | Elect John W. Harris | | Mgmt | For | For | For |
| | 6 | Elect Ronald W. Jibson | | Mgmt | For | For | For |
| | 7 | Elect Mark J. Kington | | Mgmt | For | For | For |
| | 8 | Elect Joseph M. Rigby | | Mgmt | For | For | For |
| | 9 | Elect Pamela L. Royal | | Mgmt | For | For | For |
| | 10 | Elect Robert H. Spilman, Jr. | | Mgmt | For | For | For |
| | 11 | Elect Susan N. Story | | Mgmt | For | Against | Against |
| | 12 | Elect Michael E. Szymanczyk | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Methane Emissions Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
|
|
|
| Dover Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DOV | CUSIP 260003108 | | 05/04/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter T. Francis | | Mgmt | For | For | For |
| | 2 | Elect Kristiane C. Graham | | Mgmt | For | For | For |
| | 3 | Elect Michael F. Johnston | | Mgmt | For | For | For |
| | 4 | Elect Richard K. Lochridge | | Mgmt | For | For | For |
| | 5 | Elect Eric A. Spiegel | | Mgmt | For | For | For |
| | 6 | Elect Richard J. Tobin | | Mgmt | For | For | For |
| | 7 | Elect Stephen M. Todd | | Mgmt | For | For | For |
| | 8 | Elect Stephen K. Wagner | | Mgmt | For | For | For |
| | 9 | Elect Keith E. Wandell | | Mgmt | For | For | For |
| | 10 | Elect Mary A. Winston | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 14 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
|
|
|
| DowDuPont Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DWDP | CUSIP 26078J100 | | 04/25/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lamberto Andreotti | | Mgmt | For | For | For |
| | 2 | Elect James A. Bell | | Mgmt | For | For | For |
| | 3 | Elect Edward D. Breen | | Mgmt | For | For | For |
| | 4 | Elect Robert A. Brown | | Mgmt | For | For | For |
| | 5 | Elect Alexander M. Cutler | | Mgmt | For | For | For |
| | 6 | Elect Jeff M. Fettig | | Mgmt | For | For | For |
| | 7 | Elect Marillyn A. Hewson | | Mgmt | For | For | For |
| | 8 | Elect Lois D. Juliber | | Mgmt | For | For | For |
| | 9 | Elect Andrew N. Liveris | | Mgmt | For | For | For |
| | 10 | Elect Raymond J. Milchovich | | Mgmt | For | For | For |
| | 11 | Elect Paul Polman | | Mgmt | For | Against | Against |
| | 12 | Elect Dennis H. Reilley | | Mgmt | For | For | For |
| | 13 | Elect James M. Ringler | | Mgmt | For | For | For |
| | 14 | Elect Ruth G. Shaw | | Mgmt | For | For | For |
| | 15 | Elect Lee M. Thomas | | Mgmt | For | For | For |
| | 16 | Elect Patrick J. Ward | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 18 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 19 | Ratification of Auditor | | Mgmt | For | For | For |
| | 20 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 21 | Shareholder Proposal Regarding Report on Ratio Between CEO and Employee Pay | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Linking Executive Pay to Sustainability | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding a Report on Reputational Risk Associated with the Bhopal Tragedy | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
|
|
|
| Duke Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DUK | CUSIP 26441C204 | | 05/03/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Michael G. Browning | | Mgmt | For | For | For |
| | 1.2 | Elect Theodore F. Craver, Jr. | | Mgmt | For | For | For |
| | 1.3 | Elect Robert M. Davis | | Mgmt | For | For | For |
| | 1.4 | Elect Daniel R. DiMicco | | Mgmt | For | For | For |
| | 1.5 | Elect John H. Forsgren | | Mgmt | For | For | For |
| | 1.6 | Elect Lynn J. Good | | Mgmt | For | For | For |
| | 1.7 | Elect John T. Herron | | Mgmt | For | For | For |
| | 1.8 | Elect James B. Hyler, Jr. | | Mgmt | For | For | For |
| | 1.9 | Elect William E. Kennard | | Mgmt | For | For | For |
| | 1.10 | Elect E. Marie McKee | | Mgmt | For | For | For |
| | 1.11 | Elect Charles W. Moorman, IV | | Mgmt | For | For | For |
| | 1.12 | Elect Carlos A. Saladrigas | | Mgmt | For | For | For |
| | 1.13 | Elect Thomas E. Skains | | Mgmt | For | For | For |
| | 1.14 | Elect William E. Webster | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 4 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| DXC Technology Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DXC | CUSIP 23355L106 | | 08/10/2017 | | 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 L. Herzog | | Mgmt | For | For | For |
| | 4 | Elect Sachin S. Lawande | | Mgmt | For | For | For |
| | 5 | Elect J. Michael Lawrie | | Mgmt | For | For | For |
| | 6 | Elect Julio A Portalatin | | Mgmt | For | For | For |
| | 7 | Elect Peter Rutland | | Mgmt | For | For | For |
| | 8 | Elect Manoj P. Singh | | Mgmt | For | For | For |
| | 9 | Elect Margaret C. Whitman | | 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 |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | 2017 Incentive Plan | | Mgmt | For | For | For |
|
|
|
| E*TRADE Financial Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ETFC | CUSIP 269246401 | | 05/10/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard J. Carbone | | Mgmt | For | For | For |
| | 2 | Elect James P. Healy | | Mgmt | For | For | For |
| | 3 | Elect Kevin T. Kabat | | Mgmt | For | For | For |
| | 4 | Elect Frederick W. Kanner | | Mgmt | For | For | For |
| | 5 | Elect James Lam | | Mgmt | For | For | For |
| | 6 | Elect Rodger A. Lawson | | Mgmt | For | For | For |
| | 7 | Elect Shelley B. Leibowitz | | Mgmt | For | For | For |
| | 8 | Elect Karl A. Roessner | | Mgmt | For | For | For |
| | 9 | Elect Rebecca Saeger | | Mgmt | For | For | For |
| | 10 | Elect Joseph L. Sclafani | | Mgmt | For | For | For |
| | 11 | Elect Gary H. Stern | | Mgmt | For | For | For |
| | 12 | Elect Donna L. Weaver | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Approval of 2018 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Edison International | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EIX | CUSIP 281020107 | | 04/26/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael C. Camunez | | Mgmt | For | For | For |
| | 2 | Elect Vanessa C.L. Chang | | Mgmt | For | For | For |
| | 3 | Elect James T. Morris | | Mgmt | For | For | For |
| | 4 | Elect Timothy T. O'Toole | | Mgmt | For | Against | Against |
| | 5 | Elect Pedro J. Pizarro | | Mgmt | For | For | For |
| | 6 | Elect Linda G. Stuntz | | Mgmt | For | For | For |
| | 7 | Elect William P. Sullivan | | Mgmt | For | For | For |
| | 8 | Elect Ellen O. Tauscher | | Mgmt | For | For | For |
| | 9 | Elect Peter J. Taylor | | Mgmt | For | For | For |
| | 10 | Elect Brett White | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | | ShrHoldr | Against | Against | For |
|
|
|
| Eli Lilly and Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LLY | CUSIP 532457108 | | 05/07/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Katherine Baicker | | Mgmt | For | For | For |
| | 2 | Elect J. Erik Fyrwald | | Mgmt | For | For | For |
| | 3 | Elect Jamere Jackson | | Mgmt | For | For | For |
| | 4 | Elect Ellen R. Marram | | Mgmt | For | For | For |
| | 5 | Elect Jackson P. Tai | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 9 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 10 | Amendment to the 2002 Stock Plan | | Mgmt | For | For | For |
| | 11 | Shareholder Proposal Regarding Cannabis Policy Advocacy | | ShrHoldr | Against | Against | For |
| | 12 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Animal Welfare | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Linking Executive Compensation to Drug Pricing | | ShrHoldr | Against | Against | For |
|
|
|
| Eni S.p.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ENI | CINS T3643A145 | | 05/10/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Ordinary | Italy | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Appointment of PricewaterhouseCoopers as Auditor | | Mgmt | For | For | For |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| EOG Resources, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EOG | CUSIP 26875P101 | | 04/24/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Janet F. Clark | | Mgmt | For | For | For |
| | 2 | Elect Charles R. Crisp | | Mgmt | For | For | For |
| | 3 | Elect Robert P. Daniels | | Mgmt | For | For | For |
| | 4 | Elect James C. Day | | Mgmt | For | For | For |
| | 5 | Elect C. Christopher Gaut | | Mgmt | For | For | For |
| | 6 | Elect Donald F. Textor | | Mgmt | For | For | For |
| | 7 | Elect William R. Thomas | | Mgmt | For | For | For |
| | 8 | Elect Frank G. Wisner | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| EQT Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EQT | CUSIP 26884L109 | | 11/09/2017 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Merger Issuance | | Mgmt | N/A | TNA | N/A |
| | 2 | Amendment to Charter Regarding Board Size | | Mgmt | N/A | TNA | N/A |
| | 3 | Right to Adjourn Meeting | | Mgmt | N/A | TNA | N/A |
|
|
|
| EQT Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EQT | CUSIP 26884L109 | | 11/09/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Merger Issuance | | Mgmt | For | For | For |
| | 2 | Amendment to Charter Regarding Board Size | | Mgmt | For | For | For |
| | 3 | Right to Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Everbridge Inc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EVBG | CUSIP 29978A104 | | 05/17/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Kent Mathy | | Mgmt | For | Withhold | Against |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Transaction of Other Business | | Mgmt | For | Against | Against |
|
|
|
| Exelon Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EXC | CUSIP 30161N101 | | 05/01/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Anthony K. Anderson | | Mgmt | For | For | For |
| | 2 | Elect Ann C. Berzin | | Mgmt | For | For | For |
| | 3 | Elect Christopher M. Crane | | Mgmt | For | For | For |
| | 4 | Elect Yves C. de Balmann | | Mgmt | For | For | For |
| | 5 | Elect Nicholas DeBenedictis | | Mgmt | For | For | For |
| | 6 | Elect Linda P. Jojo | | Mgmt | For | For | For |
| | 7 | Elect Paul L. Joskow | | Mgmt | For | For | For |
| | 8 | Elect Robert J. Lawless | | Mgmt | For | For | For |
| | 9 | Elect Richard W. Mies | | Mgmt | For | For | For |
| | 10 | Elect John W. Rogers, Jr. | | Mgmt | For | For | For |
| | 11 | Elect Mayo A. Shattuck III | | Mgmt | For | For | For |
| | 12 | Elect Stephen D. Steinour | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Exxon Mobil Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | XOM | CUSIP 30231G102 | | 05/30/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Susan K. Avery | | Mgmt | For | For | For |
| | 2 | Elect Angela F. Braly | | Mgmt | For | For | For |
| | 3 | Elect Ursula M. Burns | | Mgmt | For | Against | Against |
| | 4 | Elect Kenneth C. Frazier | | Mgmt | For | For | For |
| | 5 | Elect Steven A. Kandarian | | Mgmt | For | For | For |
| | 6 | Elect Douglas R. Oberhelman | | Mgmt | For | For | For |
| | 7 | Elect Samuel J. Palmisano | | Mgmt | For | For | For |
| | 8 | Elect Steven S Reinemund | | Mgmt | For | For | For |
| | 9 | Elect William C. Weldon | | Mgmt | For | For | For |
| | 10 | Elect Darren W. Woods | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Disclosure of Director Skills Matrix | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| Facebook, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FB | CUSIP 30303M102 | | 05/31/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Marc L. Andreessen | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Erskine B. Bowles | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Kenneth I. Chenault | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Susan D. Desmond-Hellmann | | Mgmt | For | Withhold | Against |
| | 1.5 | Elect Reed Hastings | | Mgmt | For | Withhold | Against |
| | 1.6 | Elect Jan Koum | | Mgmt | For | Withhold | Against |
| | 1.7 | Elect Sheryl K. Sandberg | | Mgmt | For | Withhold | Against |
| | 1.8 | Elect Peter A. Thiel | | Mgmt | For | Withhold | Against |
| | 1.9 | Elect Mark Zuckerberg | | Mgmt | For | Withhold | Against |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | For | Against |
| | 4 | Shareholder Proposal Regarding Formation of a Risk Oversight Committee | | ShrHoldr | Against | For | Against |
| | 5 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 6 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | | ShrHoldr | Against | For | Against |
| | 7 | Shareholder Proposal Regarding Gender Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 8 | Shareholder Proposal Regarding Tax Policy Principles | | ShrHoldr | Against | Against | For |
|
|
|
| Fidelity National Information Services, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FIS | CUSIP 31620M106 | | 05/30/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ellen R. Alemany | | Mgmt | For | For | For |
| | 2 | Elect Keith W. Hughes | | Mgmt | For | For | For |
| | 3 | Elect David K. Hunt | | Mgmt | For | For | For |
| | 4 | Elect Stephan A. James | | Mgmt | For | For | For |
| | 5 | Elect Leslie M. Muma | | Mgmt | For | For | For |
| | 6 | Elect Gary A. Norcross | | Mgmt | For | For | For |
| | 7 | Elect Louise M. Parent | | Mgmt | For | For | For |
| | 8 | Elect James B. Stallings, Jr. | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Amendment to the 2008 Omnibus Incentive Plan | | Mgmt | For | For | For |
|
|
|
| Firstenergy Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FE | CUSIP 337932107 | | 05/15/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Paul T. Addison | | Mgmt | For | For | For |
| | 1.2 | Elect Michael J. Anderson | | Mgmt | For | For | For |
| | 1.3 | Elect Steven J. Demetriou | | Mgmt | For | For | For |
| | 1.4 | Elect Julia L. Johnson | | Mgmt | For | For | For |
| | 1.5 | Elect Charles E. Jones | | Mgmt | For | For | For |
| | 1.6 | Elect Donald T. Misheff | | Mgmt | For | For | For |
| | 1.7 | Elect Thomas N. Mitchell | | Mgmt | For | For | For |
| | 1.8 | Elect James F. O'Neil III | | Mgmt | For | For | For |
| | 1.9 | Elect Christopher D. Pappas | | Mgmt | For | Withhold | Against |
| | 1.10 | Elect Sandra Pianalto | | Mgmt | For | For | For |
| | 1.11 | Elect Luis A. Reyes | | Mgmt | For | For | For |
| | 1.12 | Elect Jerry Sue Thornton | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 5 | Adoption of Majority Vote for Uncontested Director Elections | | Mgmt | For | For | For |
| | 6 | Adoption of Proxy Access | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
|
|
|
| Fortive Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FTV | CUSIP 34959J108 | | 06/05/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Feroz Dewan | | Mgmt | For | For | For |
| | 2 | Elect James A. Lico | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Amendment to the 2016 Stock Incentive Plan | | Mgmt | For | For | For |
|
|
|
| Fortune Brands Home & Security, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FBHS | CUSIP 34964C106 | | 05/01/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ann Fritz Hackett | | Mgmt | For | For | For |
| | 2 | Elect John G. Morikis | | Mgmt | For | For | For |
| | 3 | Elect Ronald V. Waters, III | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Gaming And Leisure Properties, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GLPI | CUSIP 36467J108 | | 06/14/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect David A. Handler | | Mgmt | For | For | For |
| | 1.2 | Elect Joseph W. Marshall, III | | Mgmt | For | For | For |
| | 1.3 | Elect James B. Perry | | Mgmt | For | For | For |
| | 1.4 | Elect Barry F. Schwartz | | Mgmt | For | For | For |
| | 1.5 | Elect Earl Shanks | | Mgmt | For | For | For |
| | 1.6 | Elect E. Scott Urdang | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Adoption of Majority Vote for Election of Directors | | Mgmt | For | For | For |
|
|
|
| General Motors Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GM | CUSIP 37045V100 | | 06/12/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mary T. Barra | | Mgmt | For | For | For |
| | 2 | Elect Linda R. Gooden | | Mgmt | For | For | For |
| | 3 | Elect Joseph Jimenez | | Mgmt | For | For | For |
| | 4 | Elect Jane L. Mendillo | | Mgmt | For | For | For |
| | 5 | Elect Michael G. Mullen | | Mgmt | For | For | For |
| | 6 | Elect James J. Mulva | | Mgmt | For | For | For |
| | 7 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 8 | Elect Thomas M. Schoewe | | Mgmt | For | For | For |
| | 9 | Elect Theodore M. Solso | | Mgmt | For | For | For |
| | 10 | Elect Carol M. Stephenson | | Mgmt | For | For | For |
| | 11 | Elect Devin N. Wenig | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Report on Company Fleet Greenhouse Gas Emissions | | ShrHoldr | Against | Against | For |
|
|
|
| Gilead Sciences, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GILD | CUSIP 375558103 | | 05/09/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John F. Cogan | | Mgmt | For | For | For |
| | 2 | Elect Jacqueline K. Barton | | Mgmt | For | For | For |
| | 3 | Elect Kelly A. Kramer | | Mgmt | For | For | For |
| | 4 | Elect Kevin E. Lofton | | Mgmt | For | For | For |
| | 5 | Elect John C. Martin | | Mgmt | For | For | For |
| | 6 | Elect John F. Milligan | | Mgmt | For | For | For |
| | 7 | Elect Richard J. Whitley | | Mgmt | For | For | For |
| | 8 | Elect Gayle E. Wilson | | Mgmt | For | For | For |
| | 9 | Elect Per Wold-Olsen | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
|
|
|
| GoDaddy Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GDDY | CUSIP 380237107 | | 06/06/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Herald Y. Chen | | Mgmt | For | For | For |
| | 1.2 | Elect Gregory K. Mondre | | Mgmt | For | For | For |
| | 1.3 | Elect Bob Parsons | | Mgmt | For | For | For |
| | 1.4 | Elect Brian H. Sharples | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Hamilton Lane Inc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HLNE | CUSIP 407497106 | | 09/19/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect David J. Berkman | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect O. Griffith Sexton | | Mgmt | For | Withhold | Against |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| HCA Healthcare, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HCA | CUSIP 40412C101 | | 04/26/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect R. Milton Johnson | | Mgmt | For | For | For |
| | 2 | Elect Robert J. Dennis | | Mgmt | For | Against | Against |
| | 3 | Elect Nancy-Ann DeParle | | Mgmt | For | For | For |
| | 4 | Elect Thomas F. Frist III | | Mgmt | For | For | For |
| | 5 | Elect William R. Frist | | Mgmt | For | For | For |
| | 6 | Elect Charles O. Holliday, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Ann H. Lamont | | Mgmt | For | For | For |
| | 8 | Elect Geoffrey G. Meyers | | Mgmt | For | For | For |
| | 9 | Elect Michael W. Michelson | | Mgmt | For | For | For |
| | 10 | Elect Wayne J. Riley | | Mgmt | For | For | For |
| | 11 | Elect John W. Rowe | | 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 |
|
|
|
| Hilton Worldwide Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HLT | CUSIP 43300A203 | | 05/10/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Christopher J. Nassetta | | Mgmt | For | For | For |
| | 2 | Elect Jonathan D. Gray | | Mgmt | For | Against | Against |
| | 3 | Elect Charlene T. Begley | | Mgmt | For | For | For |
| | 4 | Elect Melanie L. Healey | | Mgmt | For | For | For |
| | 5 | Elect Raymond E. Mabus, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Judith A. McHale | | Mgmt | For | For | For |
| | 7 | Elect John G. Schreiber | | Mgmt | For | For | For |
| | 8 | Elect Elizabeth A. Smith | | Mgmt | For | For | For |
| | 9 | Elect Douglas M. Steenland | | Mgmt | For | For | For |
| | 10 | Elect ZHANG Ling | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Honeywell International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HON | CUSIP 438516106 | | 04/23/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Darius Adamczyk | | Mgmt | For | For | For |
| | 2 | Elect Duncan B. Angove | | Mgmt | For | For | For |
| | 3 | Elect William S. Ayer | | Mgmt | For | For | For |
| | 4 | Elect Kevin Burke | | Mgmt | For | For | For |
| | 5 | Elect Jaime Chico Pardo | | Mgmt | For | For | For |
| | 6 | Elect D. Scott Davis | | Mgmt | For | For | For |
| | 7 | Elect Linnet F. Deily | | Mgmt | For | For | For |
| | 8 | Elect Judd Gregg | | Mgmt | For | For | For |
| | 9 | Elect Clive Hollick | | Mgmt | For | For | For |
| | 10 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 11 | Elect George Paz | | Mgmt | For | For | For |
| | 12 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Decrease in Threshold Required to Call a Special Meeting | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| Iluka Resources Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ILU | CINS Q4875J104 | | 04/24/2018 | | 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 | Elect Robert Cole | | Mgmt | For | For | For |
| | 3 | Re-elect James (Hutch) H. Ranck | | Mgmt | For | For | For |
| | 4 | Remuneration Report | | Mgmt | For | For | For |
| | 5 | Equity Grant (MD/CEO Tom O'Leary) | | Mgmt | For | For | For |
|
|
|
| Incyte Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INCY | CUSIP 45337C102 | | 05/01/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Julian C. Baker | | Mgmt | For | For | For |
| | 2 | Elect Jean-Jacques Bienaime | | Mgmt | For | Against | Against |
| | 3 | Elect Paul A. Brooke | | Mgmt | For | For | For |
| | 4 | Elect Paul J. Clancy | | Mgmt | For | For | For |
| | 5 | Elect Wendy L. Dixon | | Mgmt | For | For | For |
| | 6 | Elect Jacqualyn A. Fouse | | Mgmt | For | For | For |
| | 7 | Elect Paul A. Friedman | | Mgmt | For | Against | Against |
| | 8 | Elect Herve Hoppenot | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Amendment to the 2010 Stock Incentive Plan | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Instructure, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INST | CUSIP 45781U103 | | 05/24/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Joshua L Coates | | Mgmt | For | For | For |
| | 1.2 | Elect Steven A Collins | | Mgmt | For | For | For |
| | 1.3 | Elect William M. Conroy | | Mgmt | For | For | For |
| | 1.4 | Elect Ellen Levy | | Mgmt | For | For | For |
| | 1.5 | Elect Kevin Thompson | | Mgmt | For | For | For |
| | 1.6 | Elect Lloyd G. Waterhouse | | 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 |
|
|
|
| Intercontinental Exchange, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ICE | CUSIP 45866F104 | | 05/18/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sharon Y. Bowen | | Mgmt | For | For | For |
| | 2 | Elect Ann M. Cairns | | Mgmt | For | For | For |
| | 3 | Elect Charles R. Crisp | | Mgmt | For | For | For |
| | 4 | Elect Duriya M. Farooqui | | Mgmt | For | For | For |
| | 5 | Elect Jean-Marc Forneri | | Mgmt | For | For | For |
| | 6 | Elect William Jefferson Hague | | Mgmt | For | For | For |
| | 7 | Elect Fred W. Hatfield | | Mgmt | For | For | For |
| | 8 | Elect Thomas E. Noonan | | Mgmt | For | For | For |
| | 9 | Elect Frederic V. Salerno | | Mgmt | For | For | For |
| | 10 | Elect Jeffrey C. Sprecher | | Mgmt | For | For | For |
| | 11 | Elect Judith A. Sprieser | | Mgmt | For | For | For |
| | 12 | Elect Vincent S. Tese | | Mgmt | For | Against | Against |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Approval of 2018 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Intuitive Surgical, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ISRG | CUSIP 46120E602 | | 04/19/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Craig H. Barratt | | Mgmt | For | For | For |
| | 2 | Elect Michael A. Friedman | | Mgmt | For | For | For |
| | 3 | Elect Gary S. Guthart | | Mgmt | For | For | For |
| | 4 | Elect Amal M. Johnson | | Mgmt | For | For | For |
| | 5 | Elect Keith R. Leonard, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Alan J. Levy | | Mgmt | For | For | For |
| | 7 | Elect Jami Dover Nachtsheim | | Mgmt | For | For | For |
| | 8 | Elect Mark J. Rubash | | Mgmt | For | For | For |
| | 9 | Elect Lonnie M. Smith | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Intuitive Surgical, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ISRG | CUSIP 46120E602 | | 09/22/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Increase of Authorized Common Stock and Forward Stock Split | | Mgmt | For | For | For |
|
|
|
| Invesco Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IVZ | CUSIP G491BT108 | | 05/10/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sarah E. Beshar | | Mgmt | For | For | For |
| | 2 | Elect Joseph R. Canion | | Mgmt | For | For | For |
| | 3 | Elect Martin L. Flanagan | | Mgmt | For | For | For |
| | 4 | Elect C. Robert Henrikson | | Mgmt | For | For | For |
| | 5 | Elect Ben F. Johnson III | | Mgmt | For | For | For |
| | 6 | Elect Denis Kessler | | Mgmt | For | Against | Against |
| | 7 | Elect Sir Nigel Sheinwald | | Mgmt | For | For | For |
| | 8 | Elect G. Richard Wagoner Jr. | | Mgmt | For | For | For |
| | 9 | Elect Phoebe A. Wood | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | For | For | For |
|
|
|
| Investment Technology Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ITG | CUSIP 46145F105 | | 06/07/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Brian G. Cartwright | | Mgmt | For | For | For |
| | 2 | Elect Minder Cheng | | Mgmt | For | For | For |
| | 3 | Elect Timothy L. Jones | | Mgmt | For | For | For |
| | 4 | Elect R. Jarrett Lilien | | Mgmt | For | For | For |
| | 5 | Elect Kevin J. Lynch | | Mgmt | For | For | For |
| | 6 | Elect Lee M. Shavel | | Mgmt | For | For | For |
| | 7 | Elect Francis J. Troise | | Mgmt | For | For | For |
| | 8 | Elect Steven S. Wood | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Jazz Pharmaceuticals plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JAZZ | CUSIP G50871105 | | 08/03/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Bruce C. Cozadd | | Mgmt | For | For | For |
| | 2 | Elect Heather Ann McSharry | | Mgmt | For | For | For |
| | 3 | Elect Rick E. Winningham | | Mgmt | For | For | For |
| | 4 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Authority to Repurchase Shares | | Mgmt | For | For | For |
|
|
|
| Johnson & Johnson | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JNJ | CUSIP 478160104 | | 04/26/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mary C. Beckerle | | Mgmt | For | For | For |
| | 2 | Elect D. Scott Davis | | Mgmt | For | For | For |
| | 3 | Elect Ian E.L. Davis | | Mgmt | For | For | For |
| | 4 | Elect Jennifer A. Doudna | | Mgmt | For | For | For |
| | 5 | Elect Alex Gorsky | | Mgmt | For | For | For |
| | 6 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 7 | Elect Anne M. Mulcahy | | Mgmt | For | For | For |
| | 8 | Elect William D. Perez | | Mgmt | For | For | For |
| | 9 | Elect Charles Prince | | Mgmt | For | For | For |
| | 10 | Elect A. Eugene Washington | | Mgmt | For | For | For |
| | 11 | Elect Ronald A. Williams | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Excluding Compliance Costs for the Purposes of Executive Compensation | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
|
|
|
| JPMorgan Chase & Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JPM | CUSIP 46625H100 | | 05/15/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Linda B. Bammann | | Mgmt | For | For | For |
| | 2 | Elect James A. Bell | | Mgmt | For | For | For |
| | 3 | Elect Stephen B. Burke | | Mgmt | For | For | For |
| | 4 | Elect Todd A. Combs | | Mgmt | For | For | For |
| | 5 | Elect James S. Crown | | Mgmt | For | For | For |
| | 6 | Elect James Dimon | | Mgmt | For | For | For |
| | 7 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 8 | Elect Mellody Hobson | | Mgmt | For | For | For |
| | 9 | Elect Laban P. Jackson, Jr. | | Mgmt | For | For | For |
| | 10 | Elect Michael A. Neal | | Mgmt | For | For | For |
| | 11 | Elect Lee R. Raymond | | Mgmt | For | For | For |
| | 12 | Elect William C. Weldon | | Mgmt | For | For | For |
| | 13 | Ratification of Ownership Threshold for Shareholders to Call a Special Meeting | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Amendment to the Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Government Service Vesting | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Genocide-Free Investing | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Cumulative Voting | | ShrHoldr | Against | Against | For |
|
|
|
| Kimberly-Clark Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KMB | CUSIP 494368103 | | 05/10/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John F. Bergstrom | | Mgmt | For | For | For |
| | 2 | Elect Abelardo E. Bru | | Mgmt | For | For | For |
| | 3 | Elect Robert W. Decherd | | Mgmt | For | For | For |
| | 4 | Elect Thomas J. Falk | | Mgmt | For | For | For |
| | 5 | Elect Fabian T. Garcia | | Mgmt | For | For | For |
| | 6 | Elect Michael D. Hsu | | Mgmt | For | For | For |
| | 7 | Elect Mae C. Jemison | | Mgmt | For | For | For |
| | 8 | Elect Jim Jenness | | Mgmt | For | For | For |
| | 9 | Elect Nancy J. Karch | | Mgmt | For | For | For |
| | 10 | Elect Christa Quarles | | Mgmt | For | For | For |
| | 11 | Elect Ian C. Read | | Mgmt | For | For | For |
| | 12 | Elect Marc J. Shapiro | | Mgmt | For | For | For |
| | 13 | Elect Michael D. White | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Kinder Morgan, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KMI | CUSIP 49456B101 | | 05/09/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard D. Kinder | | Mgmt | For | For | For |
| | 2 | Elect Steven J. Kean | | Mgmt | For | For | For |
| | 3 | Elect Kimberly A. Dang | | Mgmt | For | For | For |
| | 4 | Elect Ted A. Gardner | | Mgmt | For | For | For |
| | 5 | Elect Anthony W. Hall, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Gary L. Hultquist | | Mgmt | For | For | For |
| | 7 | Elect Ronald L. Kuehn, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Deborah A. Macdonald | | Mgmt | For | For | For |
| | 9 | Elect Michael C. Morgan | | Mgmt | For | For | For |
| | 10 | Elect Arthur C. Reichstetter | | Mgmt | For | For | For |
| | 11 | Elect Fayez S. Sarofim | | Mgmt | For | For | For |
| | 12 | Elect C. Park Shaper | | Mgmt | For | For | For |
| | 13 | Elect William A. Smith | | Mgmt | For | For | For |
| | 14 | Elect Joel V. Staff | | Mgmt | For | For | For |
| | 15 | Elect Robert F. Vagt | | Mgmt | For | For | For |
| | 16 | Elect Perry M. Waughtal | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 19 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 20 | Shareholder Proposal Regarding Methane Emissions Reporting | | ShrHoldr | Against | For | Against |
| | 21 | Shareholder Proposal Regarding Sustainability Report | | ShrHoldr | Against | For | Against |
| | 22 | Shareholder Proposal Regarding Two Degree Scenario Analysis Report | | ShrHoldr | Against | Against | For |
|
|
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| Kion Group AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KGX | CINS D4S14D103 | | 05/09/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Germany | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 6 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 7 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 8 | Appointment of Auditor | | Mgmt | For | For | For |
| | 9 | Change of Company Headquarters | | Mgmt | For | For | For |
| | 10 | Approval of Intra-Company Control Agreement with KION IoT Systems GmbH | | Mgmt | For | For | For |
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| L3 Technologies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LLL | CUSIP 502413107 | | 05/07/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Claude R. Canizares | | Mgmt | For | For | For |
| | 2 | Elect Thomas A. Corcoran | | Mgmt | For | For | For |
| | 3 | Elect Ann E. Dunwoody | | Mgmt | For | For | For |
| | 4 | Elect Lewis Kramer | | Mgmt | For | For | For |
| | 5 | Elect Christopher E. Kubasik | | Mgmt | For | For | For |
| | 6 | Elect Robert B. Millard | | Mgmt | For | For | For |
| | 7 | Elect Lloyd W. Newton | | Mgmt | For | For | For |
| | 8 | Elect Vincent Pagano, Jr. | | Mgmt | For | For | For |
| | 9 | Elect H. Hugh Shelton | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | For | For | For |
| | 13 | Shareholder Proposal Regarding Reducing Greenhouse Gas Emissions | | ShrHoldr | Against | Against | For |
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| Live Nation Entertainment, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LYV | CUSIP 538034109 | | 06/06/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mark D. Carleton | | Mgmt | For | Against | Against |
| | 2 | Elect Ariel Z. Emanuel | | Mgmt | For | For | For |
| | 3 | Elect R. Ted Enloe, III | | Mgmt | For | For | For |
| | 4 | Elect Ping Fu | | Mgmt | For | For | For |
| | 5 | Elect Jeffrey T. Hinson | | Mgmt | For | For | For |
| | 6 | Elect Jimmy Iovine | | Mgmt | For | For | For |
| | 7 | Elect James S. Kahan | | Mgmt | For | For | For |
| | 8 | Elect Gregory B. Maffei | | Mgmt | For | Against | Against |
| | 9 | Elect Randall T. Mays | | Mgmt | For | For | For |
| | 10 | Elect Michael Rapino | | Mgmt | For | For | For |
| | 11 | Elect Mark S. Shapiro | | Mgmt | For | For | For |
| | 12 | Elect Dana Walden | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
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| Mastercard Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MA | CUSIP 57636Q104 | | 06/26/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard Haythornthwaite | | Mgmt | For | For | For |
| | 2 | Elect Ajay Banga | | Mgmt | For | For | For |
| | 3 | Elect Silvio Barzi | | Mgmt | For | For | For |
| | 4 | Elect David R. Carlucci | | Mgmt | For | For | For |
| | 5 | Elect Richard K. Davis | | Mgmt | For | For | For |
| | 6 | Elect Steven J. Freiberg | | Mgmt | For | For | For |
| | 7 | Elect Julius Genachowski | | Mgmt | For | For | For |
| | 8 | Elect Goh Choon Phong | | Mgmt | For | Against | Against |
| | 9 | Elect Merit E. Janow | | Mgmt | For | For | For |
| | 10 | Elect Nancy J. Karch | | Mgmt | For | For | For |
| | 11 | Elect Oki Matsumoto | | Mgmt | For | Against | Against |
| | 12 | Elect Rima Qureshi | | Mgmt | For | For | For |
| | 13 | Elect Jose Octavio Reyes Lagunes | | Mgmt | For | For | For |
| | 14 | Elect Jackson P. Tai | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
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| Mckesson Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MCK | CUSIP 58155Q103 | | 07/26/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Andy D. Bryant | | Mgmt | For | Against | Against |
| | 2 | Elect N. Anthony Coles | | Mgmt | For | For | For |
| | 3 | Elect John H. Hammergren | | Mgmt | For | For | For |
| | 4 | Elect M. Christine Jacobs | | Mgmt | For | For | For |
| | 5 | Elect Donald R. Knauss | | Mgmt | For | For | For |
| | 6 | Elect Marie L. Knowles | | Mgmt | For | For | For |
| | 7 | Elect Edward A. Mueller | | Mgmt | For | For | For |
| | 8 | Elect Susan R. Salka | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
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| Merck & Co., Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MRK | CUSIP 58933Y105 | | 05/22/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Leslie A. Brun | | Mgmt | For | For | For |
| | 2 | Elect Thomas R. Cech | | Mgmt | For | For | For |
| | 3 | Elect Pamela J. Craig | | Mgmt | For | For | For |
| | 4 | Elect Kenneth C. Frazier | | Mgmt | For | For | For |
| | 5 | Elect Thomas H. Glocer | | Mgmt | For | For | For |
| | 6 | Elect Rochelle B. Lazarus | | Mgmt | For | For | For |
| | 7 | Elect John H. Noseworthy | | Mgmt | For | For | For |
| | 8 | Elect Paul B. Rothman | | Mgmt | For | For | For |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Craig B. Thompson | | Mgmt | For | For | For |
| | 11 | Elect Inge G. Thulin | | Mgmt | For | Against | Against |
| | 12 | Elect Wendell P. Weeks | | Mgmt | For | Against | Against |
| | 13 | Elect Peter C. Wendell | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
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| MetLife, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MET | CUSIP 59156R108 | | 10/19/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Amendements to the Certificate of Incorporation to Modify the Preferred Stock Dividend Payment Tests | | Mgmt | For | For | For |
| | 2 | Right to Adjourn Meeting | | Mgmt | For | For | For |
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| Mettler-Toledo International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MTD | CUSIP 592688105 | | 05/03/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert F. Spoerry | | Mgmt | For | For | For |
| | 2 | Elect Wah-Hui Chu | | Mgmt | For | For | For |
| | 3 | Elect Olivier A. Filliol | | Mgmt | For | For | For |
| | 4 | Elect Elisha W. Finney | | Mgmt | For | For | For |
| | 5 | Elect Richard Francis | | Mgmt | For | For | For |
| | 6 | Elect Constance L. Harvey | | Mgmt | For | For | For |
| | 7 | Elect Michael A. Kelly | | Mgmt | For | For | For |
| | 8 | Elect Hans Ulrich Maerki | | Mgmt | For | For | For |
| | 9 | Elect Thomas P. Salice | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| Microsoft Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MSFT | CUSIP 594918104 | | 11/29/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William H. Gates III | | Mgmt | For | For | For |
| | 2 | Elect Reid G. Hoffman | | Mgmt | For | For | For |
| | 3 | Elect Hugh F. Johnston | | Mgmt | For | For | For |
| | 4 | Elect Teri L. List-Stoll | | Mgmt | For | For | For |
| | 5 | Elect Satya Nadella | | Mgmt | For | For | For |
| | 6 | Elect Charles H. Noski | | Mgmt | For | For | For |
| | 7 | Elect Helmut G. W. Panke | | Mgmt | For | For | For |
| | 8 | Elect Sandra E. Peterson | | Mgmt | For | For | For |
| | 9 | Elect Penny S. Pritzker | | Mgmt | For | For | For |
| | 10 | Elect Charles W. Scharf | | Mgmt | For | For | For |
| | 11 | Elect Arne M. Sorenson | | Mgmt | For | For | For |
| | 12 | Elect John W. Stanton | | Mgmt | For | For | For |
| | 13 | Elect John W. Thompson | | Mgmt | For | For | For |
| | 14 | Elect Padmasree Warrior | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Approval of Material Terms of Performance Goals Under Executive Incentive Plan | | Mgmt | For | For | For |
| | 19 | Approval of the 2017 Stock Plan | | Mgmt | For | For | For |
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| Molson Coors Brewing Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TAP | CUSIP 60871R209 | | 05/23/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Roger G. Eaton | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Charles M. Herington | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect H. Sanford Riley | | Mgmt | For | Withhold | Against |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| Mondelez International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MDLZ | CUSIP 609207105 | | 05/16/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lewis W.K. Booth | | Mgmt | For | For | For |
| | 2 | Elect Charles E. Bunch | | Mgmt | For | For | For |
| | 3 | Elect Debra A. Crew | | Mgmt | For | For | For |
| | 4 | Elect Lois D. Juliber | | Mgmt | For | For | For |
| | 5 | Elect Mark D. Ketchum | | Mgmt | For | For | For |
| | 6 | Elect Peter W. May | | Mgmt | For | For | For |
| | 7 | Elect Jorge S. Mesquita | | Mgmt | For | For | For |
| | 8 | Elect Joseph Neubauer | | Mgmt | For | For | For |
| | 9 | Elect Fredric G. Reynolds | | Mgmt | For | For | For |
| | 10 | Elect Christiana Shi | | Mgmt | For | For | For |
| | 11 | Elect Patrick T. Siewert | | Mgmt | For | For | For |
| | 12 | Elect Jean-Francois M. L. van Boxmeer | | Mgmt | For | Against | Against |
| | 13 | Elect Dirk Van de Put | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Reporting on the Use of Non-recyclable Packaging | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Plant Closings | | ShrHoldr | Against | Against | For |
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| NCsoft Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 036570 | CINS Y6258Y104 | | 03/30/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Korea, Republic of | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 2 | Election of Executive Director: KIM Taek Jin | | Mgmt | For | For | For |
| | 3 | Election of Independent Director: HWANG Chan Hyun | | Mgmt | For | For | For |
| | 4 | Election of Independent Director: SEO Yun Seok | | Mgmt | For | For | For |
| | 5 | ELECTION OF AUDIT COMMITTEE MEMBER: HWANG CHAN HYUN | | Mgmt | For | For | For |
| | 6 | ELECTION OF AUDIT COMMITTEE MEMBER: SEO YUN SEOK | | Mgmt | For | For | For |
| | 7 | Directors' Fees | | Mgmt | For | For | For |
| | 8 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| Nektar Therapeutics | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NKTR | CUSIP 640268108 | | 06/26/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeff Ajer | | Mgmt | For | For | For |
| | 2 | Elect Robert B. Chess | | Mgmt | For | For | For |
| | 3 | Elect Roy A. Whitfield | | Mgmt | For | For | For |
| | 4 | Amendment to the 2017 Performance incentive Plan | | Mgmt | For | Against | Against |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
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| NextEra Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NEE | CUSIP 65339F101 | | 05/24/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sherry S. Barrat | | Mgmt | For | For | For |
| | 2 | Elect James L. Camaren | | Mgmt | For | For | For |
| | 3 | Elect Kenneth B. Dunn | | Mgmt | For | For | For |
| | 4 | Elect Naren K. Gursahaney | | Mgmt | For | For | For |
| | 5 | Elect Kirk S. Hachigian | | Mgmt | For | Against | Against |
| | 6 | Elect Toni Jennings | | Mgmt | For | For | For |
| | 7 | Elect Amy B. Lane | | Mgmt | For | For | For |
| | 8 | Elect James L. Robo | | Mgmt | For | Against | Against |
| | 9 | Elect Rudy E. Schupp | | Mgmt | For | For | For |
| | 10 | Elect John L. Skolds | | Mgmt | For | For | For |
| | 11 | Elect William H. Swanson | | Mgmt | For | For | For |
| | 12 | Elect Hansel E. Tookes II | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
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| Nike Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NKE | CUSIP 654106103 | | 09/21/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Alan B. Graf, Jr. | | Mgmt | For | For | For |
| | 1.2 | Elect John C. Lechleiter | | Mgmt | For | For | For |
| | 1.3 | Elect Michelle Peluso | | 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 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
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| Noble Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NBL | CUSIP 655044105 | | 04/24/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey L. Berenson | | Mgmt | For | For | For |
| | 2 | Elect Michael A. Cawley | | Mgmt | For | For | For |
| | 3 | Elect Edward F. Cox | | Mgmt | For | For | For |
| | 4 | Elect James E. Craddock | | Mgmt | For | For | For |
| | 5 | Elect Thomas J. Edelman | | Mgmt | For | For | For |
| | 6 | Elect Holli C. Ladhani | | Mgmt | For | Against | Against |
| | 7 | Elect David L. Stover | | Mgmt | For | For | For |
| | 8 | Elect Scott D. Urban | | Mgmt | For | For | For |
| | 9 | Elect William T. Van Kleef | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Shareholder Proposal Regarding Climate Change Policy Risk Report | | ShrHoldr | Against | Against | For |
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| Norfolk Southern Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NSC | CUSIP 655844108 | | 05/10/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas D. Bell Jr. | | Mgmt | For | For | For |
| | 2 | Elect Wesley G. Bush | | Mgmt | For | For | For |
| | 3 | Elect Daniel A. Carp | | Mgmt | For | For | For |
| | 4 | Elect Mitchell E. Daniels, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Marcela E. Donadio | | Mgmt | For | For | For |
| | 6 | Elect Steven F. Leer | | Mgmt | For | For | For |
| | 7 | Elect Michael D. Lockhart | | Mgmt | For | For | For |
| | 8 | Elect Amy E. Miles | | Mgmt | For | For | For |
| | 9 | Elect Martin H. Nesbitt | | Mgmt | For | For | For |
| | 10 | Elect Jennifer F. Scanlon | | Mgmt | For | For | For |
| | 11 | Elect James A. Squires | | Mgmt | For | For | For |
| | 12 | Elect John R. Thompson | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Right to Act By Written Consent | | ShrHoldr | Against | Against | For |
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| NRG Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NRG | CUSIP 629377508 | | 04/26/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Spencer Abraham | | Mgmt | For | For | For |
| | 2 | Elect Kirbyjon H. Caldwell | | Mgmt | For | For | For |
| | 3 | Elect Matthew Carter Jr. | | Mgmt | For | For | For |
| | 4 | Elect Lawrence S. Coben | | Mgmt | For | For | For |
| | 5 | Elect Heather Cox | | Mgmt | For | For | For |
| | 6 | Elect Terry G. Dallas | | Mgmt | For | For | For |
| | 7 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 8 | Elect William E. Hantke | | Mgmt | For | For | For |
| | 9 | Elect Paul W. Hobby | | Mgmt | For | For | For |
| | 10 | Elect Anne C. Schaumburg | | Mgmt | For | For | For |
| | 11 | Elect Thomas H. Weidemeyer | | Mgmt | For | For | For |
| | 12 | Elect C. John Wilder | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Political Spending Report | | ShrHoldr | Against | Against | For |
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| NXP Semiconductors N.V. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NXPI | CUSIP N6596X109 | | 06/22/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Ratification of Board Acts | | Mgmt | For | For | For |
| | 3 | Elect Richard L. Clemmer | | Mgmt | For | For | For |
| | 4 | Elect Peter L. Bonfield | | Mgmt | For | For | For |
| | 5 | Elect Johannes P. Huth | | Mgmt | For | For | For |
| | 6 | Elect Kenneth A. Goldman | | Mgmt | For | For | For |
| | 7 | Elect Josef Kaeser | | Mgmt | For | Against | Against |
| | 8 | Elect Eric Meurice | | Mgmt | For | For | For |
| | 9 | Elect Peter Smitham | | Mgmt | For | For | For |
| | 10 | Elect Julie Southern | | Mgmt | For | For | For |
| | 11 | Elect Gregory L. Summe | | Mgmt | For | For | For |
| | 12 | Elect Steven M. Mollenkopf | | Mgmt | For | For | For |
| | 13 | Elect George S. Davis | | Mgmt | For | For | For |
| | 14 | Elect Donald J. Rosenberg | | Mgmt | For | For | For |
| | 15 | Elect Brian Modoff | | Mgmt | For | For | For |
| | 16 | Elect Robert ter Haar | | Mgmt | For | For | For |
| | 17 | Elect Steven Perrick | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 21 | Authority to Cancel Repurchased Shares in the Company's Capital | | Mgmt | For | For | For |
| | 22 | Appointment of Auditor | | Mgmt | For | For | For |
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| O'Reilly Automotive, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORLY | CUSIP 67103H107 | | 05/08/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David E. O'Reilly | | Mgmt | For | For | For |
| | 2 | Elect Larry P. O'Reilly | | Mgmt | For | For | For |
| | 3 | Elect Rosalie O'Reilly-Wooten | | Mgmt | For | For | For |
| | 4 | Elect Greg Henslee | | Mgmt | For | For | For |
| | 5 | Elect Jay D. Burchfield | | Mgmt | For | For | For |
| | 6 | Elect Thomas T. Hendrickson | | Mgmt | For | For | For |
| | 7 | Elect John Murphy | | Mgmt | For | For | For |
| | 8 | Elect Dana M. Perlman | | Mgmt | For | For | For |
| | 9 | Elect Ronald Rashkow | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
|
|
|
| ON Semiconductor Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ON | CUSIP 682189105 | | 05/16/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Atsushi Abe | | Mgmt | For | For | For |
| | 2 | Elect Alan Campbell | | Mgmt | For | For | For |
| | 3 | Elect Curtis J. Crawford | | Mgmt | For | For | For |
| | 4 | Elect Gilles Delfassy | | Mgmt | For | For | For |
| | 5 | Elect Emmanuel T. Hernandez | | Mgmt | For | For | For |
| | 6 | Elect Keith D. Jackson | | Mgmt | For | For | For |
| | 7 | Elect Paul A. Mascarenas | | Mgmt | For | For | For |
| | 8 | Elect Daryl A. Ostrander | | Mgmt | For | For | For |
| | 9 | Elect Teresa M. Ressel | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| ONEOK, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OKE | CUSIP 682680103 | | 05/23/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Brian L. Derksen | | Mgmt | For | For | For |
| | 2 | Elect Julie H. Edwards | | Mgmt | For | For | For |
| | 3 | Elect John W. Gibson | | Mgmt | For | For | For |
| | 4 | Elect Randall J. Larson | | Mgmt | For | For | For |
| | 5 | Elect Steven J. Malcolm | | Mgmt | For | For | For |
| | 6 | Elect Jim W. Mogg | | Mgmt | For | For | For |
| | 7 | Elect Pattye L. Moore | | Mgmt | For | For | For |
| | 8 | Elect Gary D. Parker | | Mgmt | For | For | For |
| | 9 | Elect Eduardo A. Rodriguez | | Mgmt | For | For | For |
| | 10 | Elect Terry K. Spencer | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Approval of the Equity Incentive Plan | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Oracle Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORCL | CUSIP 68389X105 | | 11/15/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Jeffrey S. Berg | | Mgmt | For | For | For |
| | 1.2 | Elect Michael J. Boskin | | Mgmt | For | For | For |
| | 1.3 | Elect Safra A. Catz | | Mgmt | For | For | For |
| | 1.4 | Elect Bruce R. Chizen | | Mgmt | For | For | For |
| | 1.5 | Elect George H. Conrades | | Mgmt | For | For | For |
| | 1.6 | Elect Lawrence J. Ellison | | Mgmt | For | For | For |
| | 1.7 | Elect Hector Garcia-Molina | | Mgmt | For | For | For |
| | 1.8 | Elect Jeffrey O. Henley | | Mgmt | For | For | For |
| | 1.9 | Elect Mark V. Hurd | | Mgmt | For | For | For |
| | 1.10 | Elect Renee J. James | | Mgmt | For | For | For |
| | 1.11 | Elect Leon E. Panetta | | Mgmt | For | For | For |
| | 1.12 | Elect Naomi O. Seligman | | 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 2000 Long Term-Term Incentive Plan | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Gender Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 8 | Shareholder Proposal Regarding Amendments to Proxy Access Bylaw | | ShrHoldr | Against | Against | For |
|
|
|
| Orbotech Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORBK | CUSIP M75253100 | | 06/21/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Yochai Richter | | Mgmt | For | For | For |
| | 2 | Elect Yehudit Bronicki | | Mgmt | For | For | For |
| | 3 | Elect Dan Falk | | Mgmt | For | For | For |
| | 4 | Elect Miron Kenneth | | Mgmt | For | For | For |
| | 5 | Elect Jacob Richter | | Mgmt | For | Against | Against |
| | 6 | Elect Eliezer Tokman | | Mgmt | For | For | For |
| | 7 | Elect Shimon Ullman | | Mgmt | For | For | For |
| | 8 | Elect Arie Weisberg | | Mgmt | For | For | For |
| | 9 | Elect Avner Hermoni and Approve Compensation | | Mgmt | For | For | For |
| | 10 | Declaration of Material Interest | | Mgmt | N/A | Against | N/A |
| | 11 | Appointment of Auditor | | Mgmt | For | For | For |
| | 12 | Potential Cash and Equity-Based Retention Incentives to CEO | | Mgmt | For | For | For |
| | 13 | Declaration of Material Interest | | Mgmt | N/A | Against | N/A |
| | 14 | Potential Cash and Equity-Based Retention Incentives to President and COO | | Mgmt | For | For | For |
| | 15 | Declaration of Material Interest | | Mgmt | N/A | Against | N/A |
| | 16 | Accelerated Vesting of Equity Awards Granted to the Company's Directors | | Mgmt | For | For | For |
|
|
|
| PayPal Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PYPL | CUSIP 70450Y103 | | 05/23/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Rodney C. Adkins | | Mgmt | For | For | For |
| | 2 | Elect Wences Casares | | Mgmt | For | For | For |
| | 3 | Elect Jonathan Christodoro | | Mgmt | For | For | For |
| | 4 | Elect John J. Donahoe II | | Mgmt | For | Against | Against |
| | 5 | Elect David W. Dorman | | Mgmt | For | For | For |
| | 6 | Elect Belinda J. Johnson | | Mgmt | For | For | For |
| | 7 | Elect Gail J. McGovern | | Mgmt | For | For | For |
| | 8 | Elect David M. Moffett | | Mgmt | For | For | For |
| | 9 | Elect Ann Sarnoff | | Mgmt | For | For | For |
| | 10 | Elect Daniel H. Schulman | | Mgmt | For | Against | Against |
| | 11 | Elect Frank D. Yeary | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Amendment to the 2015 Equity Incentive Award Plan | | Mgmt | For | For | For |
| | 14 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Amendment to Proxy Access Bylaw | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Integration of Human and Indigenous Peoples' Rights Policy in Corporate Documents | | ShrHoldr | Against | Against | For |
|
|
|
| PepsiCo, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PEP | CUSIP 713448108 | | 05/02/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Shona L. Brown | | Mgmt | For | For | For |
| | 2 | Elect George W. Buckley | | Mgmt | For | For | For |
| | 3 | Elect Cesar Conde | | Mgmt | For | For | For |
| | 4 | Elect Ian M. Cook | | Mgmt | For | For | For |
| | 5 | Elect Dina Dublon | | Mgmt | For | For | For |
| | 6 | Elect Richard W. Fisher | | Mgmt | For | For | For |
| | 7 | Elect William R. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Indra K. Nooyi | | Mgmt | For | For | For |
| | 9 | Elect David C. Page | | Mgmt | For | For | For |
| | 10 | Elect Robert C. Pohlad | | Mgmt | For | For | For |
| | 11 | Elect Daniel L. Vasella | | Mgmt | For | For | For |
| | 12 | Elect Darren Walker | | Mgmt | For | For | For |
| | 13 | Elect Alberto Weisser | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Right to Call a Special Meeting | | ShrHoldr | Against | Against | For |
|
|
|
| Pfizer Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PFE | CUSIP 717081103 | | 04/26/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Dennis A. Ausiello | | Mgmt | For | For | For |
| | 2 | Elect Ronald E. Blaylock | | Mgmt | For | For | For |
| | 3 | Elect Albert Bourla | | Mgmt | For | For | For |
| | 4 | Elect W. Don Cornwell | | Mgmt | For | For | For |
| | 5 | Elect Joseph J. Echevarria | | Mgmt | For | For | For |
| | 6 | Elect Helen H. Hobbs | | Mgmt | For | For | For |
| | 7 | Elect James M. Kilts | | Mgmt | For | For | For |
| | 8 | Elect Dan R. Littman | | Mgmt | For | For | For |
| | 9 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 10 | Elect Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 11 | Elect Ian C. Read | | Mgmt | For | For | For |
| | 12 | Elect James C. Smith | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Approval of the French Sub-Plan under the 2014 Stock Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| PG&E Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PCG | CUSIP 69331C108 | | 05/22/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lewis Chew | | Mgmt | For | For | For |
| | 2 | Elect Fred J. Fowler | | Mgmt | For | For | For |
| | 3 | Elect Richard C. Kelly | | Mgmt | For | For | For |
| | 4 | Elect Roger H. Kimmel | | Mgmt | For | For | For |
| | 5 | Elect Richard A. Meserve | | Mgmt | For | For | For |
| | 6 | Elect Forrest E. Miller | | Mgmt | For | For | For |
| | 7 | Elect Eric D. Mullins | | Mgmt | For | For | For |
| | 8 | Elect Rosendo G. Parra | | Mgmt | For | For | For |
| | 9 | Elect Barbara L. Rambo | | Mgmt | For | For | For |
| | 10 | Elect Anne Shen Smith | | Mgmt | For | For | For |
| | 11 | Elect Geisha J. Williams | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Charitable Contributions | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | | ShrHoldr | Against | Against | For |
|
|
|
| Pinnacle Foods Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PF | CUSIP 72348P104 | | 05/30/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Ann Fandozzi | | Mgmt | For | For | For |
| | 1.2 | Elect Mark Jung | | Mgmt | For | For | For |
| | 1.3 | Elect Ioannis Skoufalos | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Pioneer Natural Resources Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PXD | CUSIP 723787107 | | 05/17/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Edison C. Buchanan | | Mgmt | For | For | For |
| | 2 | Elect Andrew F. Cates | | Mgmt | For | For | For |
| | 3 | Elect Timothy L. Dove | | Mgmt | For | For | For |
| | 4 | Elect Phillip A. Gobe | | Mgmt | For | For | For |
| | 5 | Elect Larry R. Grillot | | Mgmt | For | For | For |
| | 6 | Elect Stacy P. Methvin | | Mgmt | For | For | For |
| | 7 | Elect Royce W. Mitchell | | Mgmt | For | For | For |
| | 8 | Elect Frank A. Risch | | Mgmt | For | For | For |
| | 9 | Elect Scott D. Sheffield | | Mgmt | For | For | For |
| | 10 | Elect Mona K. Sutphen | | Mgmt | For | For | For |
| | 11 | Elect J. Kenneth Thompson | | Mgmt | For | For | For |
| | 12 | Elect Phoebe A. Wood | | Mgmt | For | For | For |
| | 13 | Elect Michael D. Wortley | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Prudential plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PRU | CINS G72899100 | | 05/17/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Remuneration Report (Advisory) | | Mgmt | For | For | For |
| | 3 | Elect Mark FitzPatrick | | Mgmt | For | For | For |
| | 4 | Elect Stuart James Turner | | Mgmt | For | For | For |
| | 5 | Elect Thomas R. Watjen | | Mgmt | For | For | For |
| | 6 | Elect Howard J. Davies | | Mgmt | For | For | For |
| | 7 | Elect John Foley | | Mgmt | For | For | For |
| | 8 | Elect David Law | | Mgmt | For | For | For |
| | 9 | Elect Paul Manduca | | Mgmt | For | For | For |
| | 10 | Elect Kaikhushru Nargolwala | | Mgmt | For | For | For |
| | 11 | Elect Nic Nicandrou | | Mgmt | For | For | For |
| | 12 | Elect Anthony Nightingale | | Mgmt | For | Against | Against |
| | 13 | Elect Philip Remnant | | Mgmt | For | For | For |
| | 14 | Elect Ann Helen Richards | | Mgmt | For | For | For |
| | 15 | Elect Alice Schroeder | | Mgmt | For | For | For |
| | 16 | Elect Barry Stowe | | Mgmt | For | For | For |
| | 17 | Elect Jonathan Adair Turner | | Mgmt | For | For | For |
| | 18 | Elect Michael A. Wells | | Mgmt | For | For | For |
| | 19 | Appointment of Auditor | | Mgmt | For | For | For |
| | 20 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 21 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 23 | Authority to Issue Repurchased Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 24 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 25 | Authority to Issue Mandatory Convertible Securities w/ Preemptive Rights | | Mgmt | For | For | For |
| | 26 | Authority to Issue Mandatory Convertible Securities w/o Preemptive Rights | | Mgmt | For | For | For |
| | 27 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 28 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 29 | Amendments to Articles of Association | | Mgmt | For | For | For |
|
|
|
| Qorvo, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QRVO | CUSIP 74736K101 | | 08/08/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Ralph G. Quinsey | | Mgmt | For | For | For |
| | 1.2 | Elect Robert A. Bruggeworth | | Mgmt | For | For | For |
| | 1.3 | Elect Daniel A. DiLeo | | Mgmt | For | For | For |
| | 1.4 | Elect Jeffery Gardner | | Mgmt | For | Withhold | Against |
| | 1.5 | Elect Charles Scott Gibson | | Mgmt | For | For | For |
| | 1.6 | Elect John R. Harding | | Mgmt | For | For | For |
| | 1.7 | Elect David H.Y. Ho | | Mgmt | For | For | For |
| | 1.8 | Elect Roderick D. Nelson | | Mgmt | For | For | For |
| | 1.9 | Elect Dr. Walden C. Rhines | | Mgmt | For | For | For |
| | 1.10 | Elect Susan L. Spradley | | Mgmt | For | For | For |
| | 1.11 | Elect Walter H. Wilkinson, Jr. | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Re-Approval of the 2012 Stock Incentive Plan for Purposes of Internal Revenue Code Section 162(m) | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Raytheon Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RTN | CUSIP 755111507 | | 05/31/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Tracy A. Atkinson | | Mgmt | For | For | For |
| | 2 | Elect Robert E. Beauchamp | | Mgmt | For | For | For |
| | 3 | Elect Adriane M. Brown | | Mgmt | For | For | For |
| | 4 | Elect Vernon E. Clark | | Mgmt | For | For | For |
| | 5 | Elect Stephen J. Hadley | | Mgmt | For | For | For |
| | 6 | Elect Thomas A. Kennedy | | Mgmt | For | For | For |
| | 7 | Elect Letitia A. Long | | Mgmt | For | For | For |
| | 8 | Elect George R. Oliver | | Mgmt | For | For | For |
| | 9 | Elect Dinesh C. Paliwal | | Mgmt | For | For | For |
| | 10 | Elect William R. Spivey | | Mgmt | For | For | For |
| | 11 | Elect James A. Winnefeld, Jr. | | Mgmt | For | For | For |
| | 12 | Elect Robert O. Work | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | | ShrHoldr | Against | Against | For |
|
|
|
| RealPage, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RP | CUSIP 75606N109 | | 06/05/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Scott S. Ingraham | | Mgmt | For | For | For |
| | 1.2 | Elect Jeffrey T. Leeds | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Increase of Authorized Common Stock | | Mgmt | For | For | For |
|
|
|
| Restaurant Brands International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QSR | CUSIP 76131D103 | | 06/07/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Alexandre Behring | | Mgmt | For | For | For |
| | 1.2 | Elect Marc Caira | | Mgmt | For | For | For |
| | 1.3 | Elect Joao M. Castro-Neves | | Mgmt | For | For | For |
| | 1.4 | Elect Martin E. Franklin | | Mgmt | For | For | For |
| | 1.5 | Elect Paul J. Fribourg | | Mgmt | For | For | For |
| | 1.6 | Elect Neil Golden | | Mgmt | For | For | For |
| | 1.7 | Elect Ali Hedayat | | Mgmt | For | For | For |
| | 1.8 | Elect Golnar Khosrowshahi | | Mgmt | For | For | For |
| | 1.9 | Elect Daniel S. Schwartz | | Mgmt | For | For | For |
| | 1.10 | Elect Carlos Alberto Sicupira | | Mgmt | For | For | For |
| | 1.11 | Elect Roberto Moses Thompson Motta | | Mgmt | For | For | For |
| | 1.12 | Elect Alexandre Van Damme | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 4 | Amendment to the 2014 Omnibus Incentive Plan | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Report on Supply Chain Impacts of Deforestation | | ShrHoldr | Against | Against | For |
|
|
|
| Rockwell Automation, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ROK | CUSIP 773903109 | | 02/06/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Betty C. Alewine | | Mgmt | For | For | For |
| | 1.2 | Elect J. Phillip Holloman | | Mgmt | For | For | For |
| | 1.3 | Elect Lawrence D. Kingsley | | Mgmt | For | For | For |
| | 1.4 | Elect Lisa A. Payne | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Roper Technologies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ROP | CUSIP 776696106 | | 06/04/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Shellye L. Archambeau | | Mgmt | For | For | For |
| | 1.2 | Elect Amy Woods Brinkley | | Mgmt | For | For | For |
| | 1.3 | Elect John F. Fort, III | | Mgmt | For | For | For |
| | 1.4 | Elect Brian D. Jellison | | Mgmt | For | For | For |
| | 1.5 | Elect Robert D. Johnson | | Mgmt | For | For | For |
| | 1.6 | Elect Robert E. Knowling, Jr. | | Mgmt | For | For | For |
| | 1.7 | Elect Wilbur J. Prezzano | | Mgmt | For | For | For |
| | 1.8 | Elect Laura G. Thatcher | | Mgmt | For | For | For |
| | 1.9 | Elect Richard F. Wallman | | Mgmt | For | For | For |
| | 1.10 | Elect Christopher Wright | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| salesforce.com, inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRM | CUSIP 79466L302 | | 06/12/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc R. Benioff | | Mgmt | For | For | For |
| | 2 | Elect Keith G. Block | | Mgmt | For | For | For |
| | 3 | Elect Craig A. Conway | | Mgmt | For | For | For |
| | 4 | Elect Alan G. Hassenfeld | | Mgmt | For | For | For |
| | 5 | Elect Neelie Kroes | | Mgmt | For | For | For |
| | 6 | Elect Colin L. Powell | | Mgmt | For | For | For |
| | 7 | Elect Sanford R. Robertson | | Mgmt | For | For | For |
| | 8 | Elect John V. Roos | | Mgmt | For | For | For |
| | 9 | Elect Bernard Tyson | | Mgmt | For | Against | Against |
| | 10 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 11 | Elect Maynard G. Webb | | Mgmt | For | For | For |
| | 12 | Elect Susan D. Wojcicki | | Mgmt | For | For | For |
| | 13 | Adoption of Right to Call a Special Meeting | | Mgmt | For | For | For |
| | 14 | Amendment to the 2013 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Country Selection Guidelines | | ShrHoldr | Against | Against | For |
|
|
|
| Seven Generations Energy Ltd | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VII | CUSIP 81783Q105 | | 05/03/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Board Size | | Mgmt | For | For | For |
| | 2.1 | Elect C. Kent Jespersen | | Mgmt | For | For | For |
| | 2.2 | Elect Marty Proctor | | Mgmt | For | For | For |
| | 2.3 | Elect Kevin Brown | | Mgmt | For | For | For |
| | 2.4 | Elect Avik Dey | | Mgmt | For | For | For |
| | 2.5 | Elect Harvey Doerr | | Mgmt | For | For | For |
| | 2.6 | Elect Paul Hand | | Mgmt | For | For | For |
| | 2.7 | Elect Dale J. Hohm | | Mgmt | For | For | For |
| | 2.8 | Elect W.J. McAdam | | Mgmt | For | For | For |
| | 2.9 | Elect Kaush Rakhit | | Mgmt | For | For | For |
| | 2.10 | Elect M. Jacqueline Sheppard | | Mgmt | For | For | For |
| | 2.11 | Elect D. Jeff van Steenbergen | | Mgmt | For | For | For |
| | 3 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Summit Materials, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SUM | CUSIP 86614U100 | | 05/17/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Howard L. Lance | | Mgmt | For | For | For |
| | 1.2 | Elect Anne K. Wade | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Suncor Energy Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SU | CUSIP 867224107 | | 05/02/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Patricia M. Bedient | | Mgmt | For | For | For |
| | 1.2 | Elect Mel E. Benson | | Mgmt | For | For | For |
| | 1.3 | Elect Jacynthe Cote | | Mgmt | For | For | For |
| | 1.4 | Elect Dominic D'Alessandro | | Mgmt | For | For | For |
| | 1.5 | Elect John D. Gass | | Mgmt | For | For | For |
| | 1.6 | Elect Dennis M. Houston | | Mgmt | For | For | For |
| | 1.7 | Elect Maureen McCaw | | Mgmt | For | For | For |
| | 1.8 | Elect Eira Thomas | | Mgmt | For | For | For |
| | 1.9 | Elect Steven W. Williams | | Mgmt | For | For | For |
| | 1.10 | Elect Michael M. Wilson | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Suntrust Banks, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STI | CUSIP 867914103 | | 04/24/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Agnes Bundy Scanlan | | Mgmt | For | For | For |
| | 2 | Elect Dallas S. Clement | | Mgmt | For | For | For |
| | 3 | Elect Paul R. Garcia | | Mgmt | For | For | For |
| | 4 | Elect M. Douglas Ivester | | Mgmt | For | For | For |
| | 5 | Elect Donna S. Morea | | Mgmt | For | For | For |
| | 6 | Elect David M. Ratcliffe | | Mgmt | For | For | For |
| | 7 | Elect William H. Rogers, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Frank P. Scruggs, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Bruce L. Tanner | | Mgmt | For | For | For |
| | 10 | Elect Steven C. Voorhees | | Mgmt | For | For | For |
| | 11 | Elect Thomas R. Watjen | | Mgmt | For | For | For |
| | 12 | Elect Phail Wynn, Jr. | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Approval of the 2018 Omnibus Incentive Compensation Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Tencent Holdings Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 700 | CINS G87572163 | | 05/16/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Cayman Islands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | For | For |
| | 4 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 5 | Elect LI Dong Sheng | | Mgmt | For | Against | Against |
| | 6 | Elect Iain Ferguson Bruce | | Mgmt | For | For | For |
| | 7 | Directors' Fees | | Mgmt | For | For | For |
| | 8 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 9 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 10 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 11 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 12 | Authority to Issue Repurchased Shares | | Mgmt | For | Against | Against |
| | 13 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Texas Instruments Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TXN | CUSIP 882508104 | | 04/26/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ralph W. Babb, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Mark A. Blinn | | Mgmt | For | For | For |
| | 3 | Elect Todd M. Bluedorn | | Mgmt | For | Against | Against |
| | 4 | Elect Daniel A. Carp | | Mgmt | For | For | For |
| | 5 | Elect Janet F. Clark | | Mgmt | For | For | For |
| | 6 | Elect Carrie S. Cox | | Mgmt | For | For | For |
| | 7 | Elect Brian T. Crutcher | | Mgmt | For | For | For |
| | 8 | Elect J.M. Hobby | | Mgmt | For | For | For |
| | 9 | Elect Ronald Kirk | | Mgmt | For | For | For |
| | 10 | Elect Pamela H. Patsley | | Mgmt | For | For | For |
| | 11 | Elect Robert E. Sanchez | | Mgmt | For | For | For |
| | 12 | Elect Richard K. Templeton | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Approval of the 2018 Director Compensation Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| The Boeing Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BA | CUSIP 097023105 | | 04/30/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert A. Bradway | | Mgmt | For | For | For |
| | 2 | Elect David L. Calhoun | | Mgmt | For | For | For |
| | 3 | Elect Arthur D. Collins, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Kenneth M. Duberstein | | Mgmt | For | For | For |
| | 5 | Elect Edmund P. Giambastiani, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Lynn J. Good | | Mgmt | For | For | For |
| | 7 | Elect Lawrence W. Kellner | | Mgmt | For | For | For |
| | 8 | Elect Caroline B. Kennedy | | Mgmt | For | For | For |
| | 9 | Elect Edward M. Liddy | | Mgmt | For | For | For |
| | 10 | Elect Dennis A. Muilenburg | | Mgmt | For | For | For |
| | 11 | Elect Susan C. Schwab | | Mgmt | For | For | For |
| | 12 | Elect Ronald A. Williams | | Mgmt | For | For | For |
| | 13 | Elect Mike S. Zafirovski | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Right to Call a Special Meeting | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Board Size | | ShrHoldr | Against | Against | For |
|
|
|
| The Goldman Sachs Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GS | CUSIP 38141G104 | | 05/02/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lloyd C. Blankfein | | Mgmt | For | For | For |
| | 2 | Elect M. Michele Burns | | Mgmt | For | For | For |
| | 3 | Elect Mark Flaherty | | Mgmt | For | For | For |
| | 4 | Elect William W. George | | Mgmt | For | For | For |
| | 5 | Elect James A. Johnson | | Mgmt | For | For | For |
| | 6 | Elect Ellen J. Kullman | | Mgmt | For | For | For |
| | 7 | Elect Lakshmi N. Mittal | | Mgmt | For | Against | Against |
| | 8 | Elect Adebayo O. Ogunlesi | | Mgmt | For | For | For |
| | 9 | Elect Peter Oppenheimer | | Mgmt | For | For | For |
| | 10 | Elect David A. Viniar | | Mgmt | For | For | For |
| | 11 | Elect Mark O. Winkelman | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Amendment to the Stock Incentive Plan | | Mgmt | For | Against | Against |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Amendment to Proxy Access Bylaw | | ShrHoldr | Against | Against | For |
|
|
|
| The Home Depot, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HD | CUSIP 437076102 | | 05/17/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gerard J. Arpey | | Mgmt | For | For | For |
| | 2 | Elect Ari Bousbib | | Mgmt | For | For | For |
| | 3 | Elect Jeffery H. Boyd | | Mgmt | For | For | For |
| | 4 | Elect Gregory D. Brenneman | | Mgmt | For | For | For |
| | 5 | Elect J. Frank Brown | | Mgmt | For | For | For |
| | 6 | Elect Albert P. Carey | | Mgmt | For | For | For |
| | 7 | Elect Armando Codina | | Mgmt | For | For | For |
| | 8 | Elect Helena B. Foulkes | | Mgmt | For | For | For |
| | 9 | Elect Linda R. Gooden | | Mgmt | For | For | For |
| | 10 | Elect Wayne M. Hewett | | Mgmt | For | For | For |
| | 11 | Elect Stephanie C. Linnartz | | Mgmt | For | For | For |
| | 12 | Elect Craig A. Menear | | Mgmt | For | For | For |
| | 13 | Elect Mark Vadon | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Employment Diversity Report | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Amendment to Clawback Policy | | ShrHoldr | Against | Against | For |
|
|
|
| The Kraft Heinz Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KHC | CUSIP 500754106 | | 04/23/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gregory E. Abel | | Mgmt | For | For | For |
| | 2 | Elect Alexandre Behring | | Mgmt | For | For | For |
| | 3 | Elect John T. Cahill | | Mgmt | For | For | For |
| | 4 | Elect Tracy Britt Cool | | Mgmt | For | For | For |
| | 5 | Elect Feroz Dewan | | Mgmt | For | For | For |
| | 6 | Elect Jeanne P. Jackson | | Mgmt | For | For | For |
| | 7 | Elect Jorge Paulo Lemann | | Mgmt | For | For | For |
| | 8 | Elect John C. Pope | | Mgmt | For | For | For |
| | 9 | Elect Marcel Herrmann Telles | | Mgmt | For | For | For |
| | 10 | Elect Alexandre Van Damme | | Mgmt | For | For | For |
| | 11 | Elect George El Zoghbi | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Reporting on the Use of Non-Recyclable Packaging | | ShrHoldr | Against | Against | For |
|
|
|
| The Kroger Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KR | CUSIP 501044101 | | 06/28/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nora. A. Aufreiter | | Mgmt | For | For | For |
| | 2 | Elect Robert D. Beyer | | Mgmt | For | For | For |
| | 3 | Elect Anne Gates | | Mgmt | For | For | For |
| | 4 | Elect Susan J. Kropf | | Mgmt | For | For | For |
| | 5 | Elect W. Rodney McMullen | | Mgmt | For | Against | Against |
| | 6 | Elect Jorge P. Montoya | | Mgmt | For | For | For |
| | 7 | Elect Clyde R. Moore | | Mgmt | For | For | For |
| | 8 | Elect James A. Runde | | Mgmt | For | For | For |
| | 9 | Elect Ronald L. Sargent | | Mgmt | For | For | For |
| | 10 | Elect Bobby S. Shackouls | | Mgmt | For | For | For |
| | 11 | Elect Mark S. Sutton | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Adoption of Proxy Access | | Mgmt | For | For | For |
| | 14 | Amend Regulations to Permit the Board to Amend the Regulations | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Reporting on the Use of Non-Recyclable Packaging | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Renewable Energy Sourcing | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
|
|
|
| The Procter & Gamble Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PG | CUSIP 742718109 | | 10/10/2017 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Nelson Peltz | | Mgmt | N/A | TNA | N/A |
| | 1.2 | Elect Mgmt. Nominee Francis S. Blake | | Mgmt | N/A | TNA | N/A |
| | 1.3 | Elect Mgmt. Nominee Angela F. Braly | | Mgmt | N/A | TNA | N/A |
| | 1.4 | Elect Mgmt. Nominee Amy L. Chang | | Mgmt | N/A | TNA | N/A |
| | 1.5 | Elect Mgmt. Nominee Kenneth I. Chenault | | Mgmt | N/A | TNA | N/A |
| | 1.6 | Elect Mgmt. Nominee Scott D. Cook | | Mgmt | N/A | TNA | N/A |
| | 1.7 | Elect Mgmt. Nominee Terry J. Lundgren | | Mgmt | N/A | TNA | N/A |
| | 1.8 | Elect Mgmt. Nominee W. James McNerney, Jr. | | Mgmt | N/A | TNA | N/A |
| | 1.9 | Elect Mgmt. Nominee David. S. Taylor | | Mgmt | N/A | TNA | N/A |
| | 1.10 | Elect Mgmt. Nominee Margaret C. Whitman | | Mgmt | N/A | TNA | N/A |
| | 1.11 | Elect Mgmt. Nominee Patricia A. Woertz | | Mgmt | N/A | TNA | N/A |
| | 2 | Ratification of Auditor | | Mgmt | N/A | TNA | N/A |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | N/A | TNA | N/A |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | TNA | N/A |
| | 5 | Shareholder Proposal Regarding Holy Land Principles | | ShrHoldr | N/A | TNA | N/A |
| | 6 | Shareholder Proposal Regarding Report on Risks Of LGBT-Focused State Regulations | | ShrHoldr | N/A | TNA | N/A |
| | 7 | Shareholder Proposal Regarding Report on Conducting Business in Conflict-Affected Areas | | ShrHoldr | N/A | TNA | N/A |
| | 8 | Shareholder Proposal Regarding Repeal of Bylaw Amendments | | ShrHoldr | N/A | TNA | N/A |
|
|
|
| The Procter & Gamble Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PG | CUSIP 742718109 | | 10/10/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Francis S. Blake | | Mgmt | For | For | For |
| | 1.2 | Elect Angela F. Braly | | Mgmt | For | For | For |
| | 1.3 | Elect Amy Chang | | Mgmt | For | For | For |
| | 1.4 | Elect Kenneth I. Chenault | | Mgmt | For | For | For |
| | 1.5 | Elect Scott D. Cook | | Mgmt | For | For | For |
| | 1.6 | Elect Terry J. Lundgren | | Mgmt | For | For | For |
| | 1.7 | Elect W. James McNerney, Jr. | | Mgmt | For | For | For |
| | 1.8 | Elect David. S. Taylor | | Mgmt | For | For | For |
| | 1.9 | Elect Margaret C. Whitman | | Mgmt | For | For | For |
| | 1.10 | Elect Patricia A. Woertz | | Mgmt | For | For | For |
| | 1.11 | Elect Ernesto Zedillo | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Shareholder Proposal Regarding Holy Land Principles | | ShrHoldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Report on Risks Of LGBT-Focused State Regulations | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Report on Conducting Business in Conflict-Affected Areas | | ShrHoldr | Against | Against | For |
| | 8 | Shareholder Proposal Regarding Repeal of Bylaw Amendments | | ShrHoldr | Against | Against | For |
|
|
|
| The Sherwin-Williams Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHW | CUSIP 824348106 | | 04/18/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Arthur F. Anton | | Mgmt | For | For | For |
| | 2 | Elect David F. Hodnik | | Mgmt | For | For | For |
| | 3 | Elect Richard J. Kramer | | Mgmt | For | For | For |
| | 4 | Elect Susan J. Kropf | | Mgmt | For | For | For |
| | 5 | Elect John G. Morikis | | Mgmt | For | For | For |
| | 6 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 7 | Elect John M. Stropki, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Michael H. Thaman | | Mgmt | For | For | For |
| | 9 | Elect Matthew Thornton | | Mgmt | For | For | For |
| | 10 | Elect Steven H. Wunning | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| The Southern Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SO | CUSIP 842587107 | | 05/23/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Juanita Powell Baranco | | Mgmt | For | For | For |
| | 2 | Elect Jon A. Boscia | | Mgmt | For | For | For |
| | 3 | Elect Henry A. Clark III | | Mgmt | For | For | For |
| | 4 | Elect Thomas A. Fanning | | Mgmt | For | For | For |
| | 5 | Elect David J. Grain | | Mgmt | For | For | For |
| | 6 | Elect Veronica M. Hagen | | Mgmt | For | For | For |
| | 7 | Elect Linda P. Hudson | | Mgmt | For | For | For |
| | 8 | Elect Donald M. James | | Mgmt | For | For | For |
| | 9 | Elect John D. Johns | | Mgmt | For | For | For |
| | 10 | Elect Dale E. Klein | | Mgmt | For | For | For |
| | 11 | Elect Ernest J. Moniz | | Mgmt | For | For | For |
| | 12 | Elect William G. Smith, Jr. | | Mgmt | For | For | For |
| | 13 | Elect Steven R. Specker | | Mgmt | For | For | For |
| | 14 | Elect Larry D. Thompson | | Mgmt | For | For | For |
| | 15 | Elect E. Jenner Wood III | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | | ShrHoldr | Against | Against | For |
|
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| The TJX Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TJX | CUSIP 872540109 | | 06/05/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Zein Abdalla | | Mgmt | For | For | For |
| | 2 | Elect Alan M. Bennett | | Mgmt | For | For | For |
| | 3 | Elect David T. Ching | | Mgmt | For | For | For |
| | 4 | Elect Ernie Herrman | | Mgmt | For | For | For |
| | 5 | Elect Michael F. Hines | | Mgmt | For | For | For |
| | 6 | Elect Amy B. Lane | | Mgmt | For | For | For |
| | 7 | Elect Carol Meyrowitz | | Mgmt | For | For | For |
| | 8 | Elect Jackwyn L. Nemerov | | Mgmt | For | For | For |
| | 9 | Elect John F. O'Brien | | Mgmt | For | For | For |
| | 10 | Elect Willow B. Shire | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Gender and Ethnicity Pay Equity Report | | ShrHoldr | Against | For | Against |
| | 14 | Shareholder Proposal Regarding Amendment to Clawback Policy | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Prison Labor Report | | ShrHoldr | Against | Against | For |
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| The Walt Disney Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DIS | CUSIP 254687106 | | 03/08/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Susan E. Arnold | | Mgmt | For | For | For |
| | 2 | Elect Mary T. Barra | | Mgmt | For | For | For |
| | 3 | Elect Safra A. Catz | | Mgmt | For | For | For |
| | 4 | Elect John S. Chen | | Mgmt | For | Against | Against |
| | 5 | Elect Francis deSouza | | Mgmt | For | For | For |
| | 6 | Elect Robert A. Iger | | Mgmt | For | For | For |
| | 7 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 8 | Elect Fred H. Langhammer | | Mgmt | For | For | For |
| | 9 | Elect Aylwin B. Lewis | | Mgmt | For | For | For |
| | 10 | Elect Mark G. Parker | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Amendment to the 2002 Executive Performance Plan | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Amendments to Proxy Access Bylaw | | ShrHoldr | Against | Against | For |
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| The Williams Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WMB | CUSIP 969457100 | | 05/10/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alan S. Armstrong | | Mgmt | For | Against | Against |
| | 2 | Elect Stephen W. Bergstrom | | Mgmt | For | For | For |
| | 3 | Elect Stephen I. Chazen | | Mgmt | For | Against | Against |
| | 4 | Elect Charles I. Cogut | | Mgmt | For | For | For |
| | 5 | Elect Kathleen B. Cooper | | Mgmt | For | For | For |
| | 6 | Elect Michael A. Creel | | Mgmt | For | For | For |
| | 7 | Elect Peter A. Ragauss | | Mgmt | For | For | For |
| | 8 | Elect Scott D. Sheffield | | Mgmt | For | For | For |
| | 9 | Elect Murray D. Smith | | Mgmt | For | For | For |
| | 10 | Elect William H. Spence | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| Total SA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FP | CINS F92124100 | | 06/01/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Accounts and Reports | | Mgmt | For | For | For |
| | 7 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 8 | Allocation of Profits/Dividends; Scrip Dividend Option | | Mgmt | For | For | For |
| | 9 | Scrip Dividend Option for Interim Dividend | | Mgmt | For | For | For |
| | 10 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 11 | Elect Patrick Pouyanne | | Mgmt | For | For | For |
| | 12 | Elect Patrick Artus | | Mgmt | For | For | For |
| | 13 | Elect Anne-Marie Idrac | | Mgmt | For | For | For |
| | 14 | Related Party Transactions | | Mgmt | For | For | For |
| | 15 | Post-Employment Benefits of Patrick Pouyanne, Chair and CEO | | Mgmt | For | For | For |
| | 16 | Remuneration of Patrick Pouyanne, Chair and CEO | | Mgmt | For | For | For |
| | 17 | Remuneration Policy (Chair and CEO) | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares and/or Convertible Securities w/ Preemptive Rights; Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares and Convertible Securities Through Private Placement | | Mgmt | For | For | For |
| | 21 | Greenshoe | | Mgmt | For | For | For |
| | 22 | Authority to Increase Capital in Consideration for Contributions in Kind | | Mgmt | For | For | For |
| | 23 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 24 | Authority to Issue Performance Shares | | Mgmt | For | For | For |
| | 25 | Shareholder Proposal (A) Regarding the Election Procedure of Directors Representing Employee Shareholders | | ShrHoldr | Against | Against | For |
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| Total System Services, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSS | CUSIP 891906109 | | 04/26/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect F. Thaddeus Arroyo | | Mgmt | For | For | For |
| | 2 | Elect Kriss Cloninger III | | Mgmt | For | For | For |
| | 3 | Elect Walter W. Driver, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Sidney E. Harris | | Mgmt | For | For | For |
| | 5 | Elect William M. Isaac | | Mgmt | For | For | For |
| | 6 | Elect Mason H. Lampton | | Mgmt | For | For | For |
| | 7 | Elect Connie D. McDaniel | | Mgmt | For | For | For |
| | 8 | Elect Richard A. Smith | | Mgmt | For | For | For |
| | 9 | Elect Philip W. Tomlinson | | Mgmt | For | Against | Against |
| | 10 | Elect John T. Turner | | Mgmt | For | For | For |
| | 11 | Elect Richard W. Ussery | | Mgmt | For | For | For |
| | 12 | Elect M. Troy Woods | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| Ubisoft Entertainment SA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UBI | CINS F9396N106 | | 09/22/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Accounts and Reports | | Mgmt | For | For | For |
| | 6 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 7 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 8 | Related Party Transactions | | Mgmt | For | For | For |
| | 9 | Remuneration of Yves Guillemot, Chair and CEO | | Mgmt | For | For | For |
| | 10 | Remuneration of Claude Guillemot, Deputy CEO | | Mgmt | For | For | For |
| | 11 | Remuneration of Michel Guillemot, Deputy CEO | | Mgmt | For | For | For |
| | 12 | Remuneration of Gerard Guillemot, Deputy CEO | | Mgmt | For | For | For |
| | 13 | Remuneration of Christian Guillemot, Deputy CEO | | Mgmt | For | For | For |
| | 14 | Remuneration Policy for Chair and CEO | | Mgmt | For | For | For |
| | 15 | Remuneration Policy for Deputy CEOs | | Mgmt | For | For | For |
| | 16 | Elect Claude Guillemot | | Mgmt | For | For | For |
| | 17 | Elect Michel Guillemot | | Mgmt | For | For | For |
| | 18 | Elect Christian Guillemot | | Mgmt | For | For | For |
| | 19 | Elect Didier Crespel | | Mgmt | For | For | For |
| | 20 | Elect Laurence Hubert-Moy | | Mgmt | For | For | For |
| | 21 | Elect Virginie Haas | | Mgmt | For | For | For |
| | 22 | Elect Corinne Fernandez Handelsman | | Mgmt | For | For | For |
| | 23 | Directors' Fees | | Mgmt | For | For | For |
| | 24 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 25 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 26 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 27 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 28 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 29 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights Through Private Placement | | Mgmt | For | For | For |
| | 30 | Authority to Set Offering Price of Shares | | Mgmt | For | For | For |
| | 31 | Authority to Increase Capital in Consideration for Contributions in Kind | | Mgmt | For | For | For |
| | 32 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 33 | Employee Stock Purchase Plan (Overseas Employees) | | Mgmt | For | For | For |
| | 34 | Employee Stock Purchase Plan (Custodian Institutions) | | Mgmt | For | For | For |
| | 35 | Authority to Issue Performance Shares (Employees and Upper Management) | | Mgmt | For | For | For |
| | 36 | Authority to Issue Performance Shares (Executive Corporate Officers) | | Mgmt | Abstain | For | Against |
| | 37 | Global Ceiling on Capital Increases | | Mgmt | For | For | For |
| | 38 | Amendments to Articles Regarding Employee Representatives | | Mgmt | For | For | For |
| | 39 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
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| UnitedHealth Group Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNH | CUSIP 91324P102 | | 06/04/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William C. Ballard, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Richard T. Burke | | Mgmt | For | For | For |
| | 3 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 4 | Elect Stephen J. Hemsley | | Mgmt | For | For | For |
| | 5 | Elect Michele J. Hooper | | Mgmt | For | For | For |
| | 6 | Elect F. William Mcabb, III | | Mgmt | For | For | For |
| | 7 | Elect Valerie C. Montgomery Rice | | Mgmt | For | For | For |
| | 8 | Elect Glenn M. Renwick | | Mgmt | For | For | For |
| | 9 | Elect Kenneth I. Shine | | Mgmt | For | For | For |
| | 10 | Elect David S. Wichmann | | Mgmt | For | For | For |
| | 11 | Elect Gail R. Wilensky | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
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| Verizon Communications Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VZ | CUSIP 92343V104 | | 05/03/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Shellye L. Archambeau | | Mgmt | For | For | For |
| | 2 | Elect Mark T. Bertolini | | Mgmt | For | For | For |
| | 3 | Elect Richard L. Carrion | | Mgmt | For | For | For |
| | 4 | Elect Melanie L. Healey | | Mgmt | For | For | For |
| | 5 | Elect M. Frances Keeth | | Mgmt | For | For | For |
| | 6 | Elect Lowell C. McAdam | | Mgmt | For | For | For |
| | 7 | Elect Clarence Otis, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Rodney E. Slater | | Mgmt | For | For | For |
| | 9 | Elect Kathryn A. Tesija | | Mgmt | For | For | For |
| | 10 | Elect Gregory D. Wasson | | Mgmt | For | For | For |
| | 11 | Elect Gregory G. Weaver | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Linking Executive Pay to Cybersecurity | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Amendment to Clawback Policy | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Executive Deferral Plan | | ShrHoldr | Against | Against | For |
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| Vertex Pharmaceuticals Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VRTX | CUSIP 92532F100 | | 05/17/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sangeeta N. Bhatia | | Mgmt | For | For | For |
| | 2 | Elect Jeffrey M. Leiden | | Mgmt | For | For | For |
| | 3 | Elect Bruce I. Sachs | | Mgmt | For | For | For |
| | 4 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 5 | Amendment to the 2013 Stock and Option Plan | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Shareholder Proposal Regarding Report on Drug Pricing Risks | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
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| Visa Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | V | CUSIP 92826C839 | | 01/30/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lloyd A. Carney | | Mgmt | For | For | For |
| | 2 | Elect Mary B. Cranston | | Mgmt | For | For | For |
| | 3 | Elect Francisco Javier Fernandez-Carbajal | | Mgmt | For | For | For |
| | 4 | Elect Gary A. Hoffman | | Mgmt | For | For | For |
| | 5 | Elect Alfred F. Kelly, Jr. | | Mgmt | For | For | For |
| | 6 | Elect John F. Lundgren | | Mgmt | For | For | For |
| | 7 | Elect Robert W. Matschullat | | Mgmt | For | For | For |
| | 8 | Elect Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 9 | Elect John A.C. Swainson | | Mgmt | For | For | For |
| | 10 | Elect Maynard G. Webb, Jr. | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
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| W.R. Grace & Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GRA | CUSIP 38388F108 | | 05/09/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert F. Cummings, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Hudson La Force | | Mgmt | For | For | For |
| | 3 | Elect Mark E. Tomkins | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Approval of the 2018 Stock Incentive Plan | | Mgmt | For | For | For |
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| Walmart Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WMT | CUSIP 931142103 | | 05/30/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Stephen J. Easterbrook | | Mgmt | For | For | For |
| | 2 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 3 | Elect Sarah J. Friar | | Mgmt | For | For | For |
| | 4 | Elect Carla A. Harris | | Mgmt | For | For | For |
| | 5 | Elect Thomas W. Horton | | Mgmt | For | For | For |
| | 6 | Elect Marissa A. Mayer | | Mgmt | For | For | For |
| | 7 | Elect C. Douglas McMillon | | Mgmt | For | For | For |
| | 8 | Elect Gregory B. Penner | | Mgmt | For | For | For |
| | 9 | Elect Steven S Reinemund | | Mgmt | For | For | For |
| | 10 | Elect S. Robson Walton | | Mgmt | For | For | For |
| | 11 | Elect Steuart L. Walton | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Racial and Ethnic Pay Equity Report | | ShrHoldr | Against | Against | For |
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| Waste Connections Inc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WCN | CUSIP 94106B101 | | 05/24/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Ronald J. Mittelstaedt | | Mgmt | For | For | For |
| | 1.2 | Elect Robert H. Davis | | Mgmt | For | For | For |
| | 1.3 | Elect Edward E. Gullet | | Mgmt | For | For | For |
| | 1.4 | Elect Michael W. Harlan | | Mgmt | For | For | For |
| | 1.5 | Elect Larry S. Hughes | | Mgmt | For | For | For |
| | 1.6 | Elect Susan Lee | | Mgmt | For | For | For |
| | 1.7 | Elect William J. Razzouk | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
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| Western Digital Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WDC | CUSIP 958102105 | | 11/02/2017 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Martin I. Cole | | Mgmt | For | For | For |
| | 2 | Elect Kathleen A. Cote | | Mgmt | For | For | For |
| | 3 | Elect Henry T. DeNero | | Mgmt | For | For | For |
| | 4 | Elect Michael D. Lambert | | Mgmt | For | For | For |
| | 5 | Elect Len J. Lauer | | Mgmt | For | For | For |
| | 6 | Elect Matthew E. Massengill | | Mgmt | For | For | For |
| | 7 | Elect Stephen D. Milligan | | Mgmt | For | For | For |
| | 8 | Elect Paula A. Price | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Amendment and Restatement of the 2004 Performance Incentive Plan | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
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| Wynn Resorts, Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WYNN | CUSIP 983134107 | | 05/16/2018 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Management Nominee John J. Hagenbuch | | Mgmt | N/A | TNA | N/A |
| | 1.2 | Elect Management Nominee Betsy Atkins | | Mgmt | N/A | TNA | N/A |
| | 1.3 | Elect Management Nominee Patricia Mulroy | | Mgmt | N/A | TNA | N/A |
| | 2 | Ratification of Auditor | | Mgmt | N/A | TNA | N/A |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | N/A | TNA | N/A |
| | 4 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | N/A | TNA | N/A |
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| Wynn Resorts, Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WYNN | CUSIP 983134107 | | 05/16/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Betsy Atkins | | Mgmt | For | For | For |
| | 1.2 | Elect John J. Hagenbuch | | Mgmt | For | For | For |
| | 1.3 | Elect Patricia Mulroy | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | For | Against |
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| Xcel Energy Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | XEL | CUSIP 98389B100 | | 05/16/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard K. Davis | | Mgmt | For | For | For |
| | 2 | Elect Benjamin G.S. Fowke III | | Mgmt | For | For | For |
| | 3 | Elect Richard T. O'Brien | | Mgmt | For | For | For |
| | 4 | Elect David K Owens | | Mgmt | For | For | For |
| | 5 | Elect Christopher J. Policinski | | Mgmt | For | For | For |
| | 6 | Elect James T. Prokopanko | | Mgmt | For | For | For |
| | 7 | Elect A. Patricia Sampson | | Mgmt | For | For | For |
| | 8 | Elect James J. Sheppard | | Mgmt | For | For | For |
| | 9 | Elect David A. Westerlund | | Mgmt | For | For | For |
| | 10 | Elect Kim Williams | | Mgmt | For | For | For |
| | 11 | Elect Timothy V. Wolf | | Mgmt | For | For | For |
| | 12 | Elect Daniel Yohannes | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
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| Yum China Holdings Inc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | YUMC | CUSIP 98850P109 | | 05/11/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Louis T. Hsieh | | Mgmt | For | For | For |
| | 2 | Elect Jonathan S. Linen | | Mgmt | For | For | For |
| | 3 | Elect Micky Pant | | Mgmt | For | For | For |
| | 4 | Elect William Wang | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
