| | | | | | | | |
| Registrant: | George Putnam Balanced Fund | | | |
| Fund Name: | George Putnam Balanced Fund | | | |
| Date of fiscal year end: | 07/31 | | | |
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| Abbott Laboratories | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABT | CUSIP 002824100 | | 04/26/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Robert J. Alpern | | Mgmt | For | For | For |
| | 1.2 | Elect Roxanne S. Austin | | Mgmt | For | For | For |
| | 1.3 | Elect Sally E. Blount | | Mgmt | For | For | For |
| | 1.4 | Elect Michelle A. Kumbier | | Mgmt | For | For | For |
| | 1.5 | Elect Edward M. Liddy | | Mgmt | For | For | For |
| | 1.6 | Elect Nancy McKinstry | | Mgmt | For | For | For |
| | 1.7 | Elect Phebe N. Novakovic | | Mgmt | For | For | For |
| | 1.8 | Elect William A. Osborn | | Mgmt | For | For | For |
| | 1.9 | Elect Samuel C. Scott III | | Mgmt | For | For | For |
| | 1.10 | Elect Daniel J. Starks | | Mgmt | For | For | For |
| | 1.11 | Elect John G. Stratton | | Mgmt | For | For | For |
| | 1.12 | Elect Glenn F. Tilton | | Mgmt | For | For | For |
| | 1.13 | Elect Miles D. White | | 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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| AbbVie Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABBV | CUSIP 00287Y109 | | 05/03/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect William H.L. Burnside | | Mgmt | For | For | For |
| | 1.2 | Elect Brett J. Hart | | Mgmt | For | For | For |
| | 1.3 | Elect Edward J. Rapp | | 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 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Report on Linking Executive Compensation to Drug Pricing | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
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| Activision Blizzard, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ATVI | CUSIP 00507V109 | | 06/20/2019 | | 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 | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
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| Adobe Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ADBE | CUSIP 00724F101 | | 04/11/2019 | | 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 Frank A. Calderoni | | Mgmt | For | Against | Against |
| | 3 | Elect James E. Daley | | Mgmt | For | For | For |
| | 4 | Elect Laura B. Desmond | | Mgmt | For | For | For |
| | 5 | Elect Charles M. Geschke | | Mgmt | For | For | For |
| | 6 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 7 | Elect Kathleen Oberg | | Mgmt | For | For | For |
| | 8 | Elect Dheeraj Pandey | | Mgmt | For | For | For |
| | 9 | Elect David A. Ricks | | Mgmt | For | Against | Against |
| | 10 | Elect Daniel Rosensweig | | Mgmt | For | For | For |
| | 11 | Elect John E. Warnock | | Mgmt | For | For | For |
| | 12 | 2019 Equity Incentive Plan | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Median Gender Pay Equity Report | | ShrHoldr | Against | Against | For |
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| Advance Auto Parts, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AAP | CUSIP 00751Y106 | | 05/15/2019 | | 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 Brad W. Buss | | Mgmt | For | For | For |
| | 3 | Elect John F. Ferraro | | Mgmt | For | For | For |
| | 4 | Elect Thomas R. Greco | | Mgmt | For | For | For |
| | 5 | Elect Jeffrey J. Jones II | | Mgmt | For | For | For |
| | 6 | Elect Adriana Karaboutis | | Mgmt | For | For | For |
| | 7 | Elect Eugene I. Lee | | Mgmt | For | For | For |
| | 8 | Elect Sharon L. McCollam | | Mgmt | For | For | For |
| | 9 | Elect Douglas A. Pertz | | Mgmt | For | For | For |
| | 10 | Elect Jeffrey C. Smith | | Mgmt | For | For | For |
| | 11 | Elect Nigel Travis | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
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| Alibaba Group Holding Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BABA | CUSIP 01609W102 | | 10/31/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Joseph Chung Tsai | | Mgmt | For | Against | Against |
| | 2 | Elect J. Michael Evans | | Mgmt | For | Against | Against |
| | 3 | Elect Eric Xiandong Jing | | Mgmt | For | Against | Against |
| | 4 | Elect Borje E. Ekholm | | Mgmt | For | Against | Against |
| | 5 | Appointment of Auditor | | Mgmt | For | For | For |
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| Alphabet Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GOOGL | CUSIP 02079K305 | | 06/19/2019 | | 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 John L. Hennessy | | 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 Ann Mather | | Mgmt | For | Withhold | Against |
| | 1.7 | Elect Alan R. Mulally | | Mgmt | For | For | For |
| | 1.8 | Elect Sundar Pichai | | Mgmt | For | For | For |
| | 1.9 | Elect K. Ram Shriram | | Mgmt | For | For | For |
| | 1.10 | Elect Robin L. Washington | | 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 Policy on Inequitable Employment Practices | | ShrHoldr | Against | For | Against |
| | 6 | Shareholder Proposal Regarding Formation of a Societal Risk Oversight Committee | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Preparation of Sexual Harassment Report | | ShrHoldr | Against | Against | For |
| | 8 | Shareholder Proposal Regarding Majority Vote for Election of Directors | | ShrHoldr | Against | For | Against |
| | 9 | Shareholder Proposal Regarding Median Gender Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Strategic Alternatives Committee | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Employee Representative Director | | ShrHoldr | Against | Against | For |
| | 12 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 13 | Shareholder Proposal Regarding Linking Executive Pay to Sustainability | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Human Rights Assessment on Impacts of Censored Google Search in China | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Clawback Policy | | ShrHoldr | Against | For | Against |
| | 16 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | | ShrHoldr | Against | For | Against |
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| Amazon.com, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMZN | CUSIP 023135106 | | 05/22/2019 | | 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 Rosalind G. Brewer | | 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 Indra K. Nooyi | | Mgmt | For | For | For |
| | 7 | Elect Jonathan J. Rubinstein | | Mgmt | For | For | For |
| | 8 | Elect Thomas O. Ryder | | Mgmt | For | For | For |
| | 9 | Elect Patricia Q. Stonesifer | | Mgmt | For | For | For |
| | 10 | Elect Wendell P. Weeks | | 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 Report on Food Waste | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | For | Against |
| | 15 | Shareholder Proposal Regarding Ban on Government Use of Facial Recognition Technology | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | | ShrHoldr | Against | For | Against |
| | 17 | Shareholder Proposal Regarding Report on Hate Speech and Sale of Offensive Products | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Preparation of Sexual Harassment Report | | ShrHoldr | Against | For | Against |
| | 20 | Shareholder Proposal Regarding Climate Change Report | | ShrHoldr | Against | For | Against |
| | 21 | Shareholder Proposal Regarding Disclosure of Board Qualifications | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Median Gender Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Linking Executive Pay to Sustainability and Diversity | | ShrHoldr | Against | Against | For |
| | 24 | 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 | | 05/02/2019 | | 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 Ward H. Dickson | | Mgmt | For | For | For |
| | 5 | Elect Noelle K. Eder | | Mgmt | For | For | For |
| | 6 | Elect Ellen M. Fitzsimmons | | Mgmt | For | For | For |
| | 7 | Elect Rafael Flores | | Mgmt | For | For | For |
| | 8 | Elect Richard J. Harshman | | Mgmt | For | For | For |
| | 9 | Elect Craig S. Ivey | | 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 | Transaction of Other Business | | Mgmt | For | Against | Against |
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| American Electric Power Company, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEP | CUSIP 025537101 | | 04/23/2019 | | 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 Margaret M. McCarthy | | Mgmt | For | For | For |
| | 9 | Elect Richard C. Notebaert | | Mgmt | For | For | For |
| | 10 | Elect Lionel L. Nowell, III | | Mgmt | For | For | For |
| | 11 | Elect Stephen S. Rasmussen | | Mgmt | For | For | For |
| | 12 | Elect Oliver G. Richard, III | | Mgmt | For | For | For |
| | 13 | Elect Sara Martinez Tucker | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Elimination of Preemptive Rights | | Mgmt | For | For | For |
| | 16 | 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 | | 05/21/2019 | | 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 Thomas F. Motamed | | Mgmt | For | For | For |
| | 9 | Elect Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 10 | Elect Peter R. Porrino | | Mgmt | For | For | For |
| | 11 | Elect Amy Schioldager | | Mgmt | For | For | For |
| | 12 | Elect Douglas M. Steenland | | Mgmt | For | For | For |
| | 13 | Elect Therese M. Vaughan | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Right to Call a Special Meeting | | ShrHoldr | Against | Against | For |
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| AMETEK, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AME | CUSIP 031100100 | | 05/09/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ruby R. Chandy | | Mgmt | For | For | For |
| | 2 | Elect Steven W. Kohlhagen | | Mgmt | For | For | For |
| | 3 | Elect David A. Zapico | | Mgmt | For | For | For |
| | 4 | Adoption of Majority Vote for Election of Directors | | 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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| AMGEN Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMGN | CUSIP 031162100 | | 05/21/2019 | | 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 | For | For |
| | 6 | Elect Fred Hassan | | Mgmt | For | For | For |
| | 7 | Elect Rebecca M. Henderson | | Mgmt | For | For | For |
| | 8 | Elect Charles M. Holley, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Tyler Jacks | | Mgmt | For | For | For |
| | 10 | Elect Ellen J. Kullman | | Mgmt | For | For | For |
| | 11 | Elect Ronald D. Sugar | | Mgmt | For | For | For |
| | 12 | Elect R. Sanders Williams | | 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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| Apple Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AAPL | CUSIP 037833100 | | 03/01/2019 | | 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 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | | ShrHoldr | Against | Against | For |
| | 12 | Shareholder Proposal Regarding Disclosure of Board Qualifications | | ShrHoldr | Against | Against | For |
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| Assured Guaranty Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AGO | CUSIP G0585R106 | | 05/08/2019 | | 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 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Elect Howard W Albert | | Mgmt | For | For | For |
| | 15 | Elect Robert A Bailenson | | Mgmt | For | For | For |
| | 16 | Elect Russell B Brewer | | Mgmt | For | For | For |
| | 17 | Elect Gary Burnet | | Mgmt | For | For | For |
| | 18 | Elect Ling Chow | | Mgmt | For | For | For |
| | 19 | Elect Stephen Donnarumma | | Mgmt | For | For | For |
| | 20 | Elect Dominic J. Frederico | | Mgmt | For | For | For |
| | 21 | Elect Walter A. Scott | | Mgmt | For | For | For |
| | 22 | Ratification of Subsidiary Auditor | | Mgmt | For | For | For |
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| AT&T, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | T | CUSIP 00206R102 | | 04/26/2019 | | 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 Matthew K. Rose | | Mgmt | For | For | For |
| | 10 | Elect Cindy B. Taylor | | Mgmt | For | For | For |
| | 11 | Elect Laura D. Tyson | | Mgmt | For | For | For |
| | 12 | Elect Geoffrey Y. Yang | | 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 Independent Chair | | ShrHoldr | Against | Against | For |
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| Ball Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BLL | CUSIP 058498106 | | 04/24/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Daniel J. Heinrich | | Mgmt | For | For | For |
| | 1.2 | Elect Georgia R. Nelson | | Mgmt | For | For | For |
| | 1.3 | Elect Cynthia A. Niekamp | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| Bank of America Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAC | CUSIP 060505104 | | 04/24/2019 | | 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 Clayton S. Rose | | Mgmt | For | For | For |
| | 13 | Elect Michael D. White | | Mgmt | For | For | For |
| | 14 | Elect Thomas D. Woods | | Mgmt | For | For | For |
| | 15 | Elect R. David Yost | | Mgmt | For | For | For |
| | 16 | Elect Maria T. Zuber | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 18 | Ratification of Auditor | | Mgmt | For | For | For |
| | 19 | Amendment to the Key Employee Equity Plan | | Mgmt | For | For | For |
| | 20 | Shareholder Proposal Regarding Median Gender Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Amendment to Proxy Access Bylaw | | ShrHoldr | Against | Against | For |
|
|
|
| Baxter International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAX | CUSIP 071813109 | | 05/07/2019 | | 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 Michael F. Mahoney | | Mgmt | For | For | For |
| | 7 | Elect Patricia Morrison | | Mgmt | For | For | For |
| | 8 | Elect Stephen N. Oesterle | | Mgmt | For | For | For |
| | 9 | Elect Cathy R. Smith | | Mgmt | For | For | For |
| | 10 | Elect Thomas T. Stallkamp | | Mgmt | For | For | For |
| | 11 | Elect Albert P.L. Stroucken | | Mgmt | For | For | For |
| | 12 | Elect Amy M. Wendell | | 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 | | 01/22/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Catherine M. Burzik | | Mgmt | For | For | For |
| | 2 | Elect R. Andrew Eckert | | Mgmt | For | For | For |
| | 3 | Elect Vincent A. Forlenza | | Mgmt | For | For | For |
| | 4 | Elect Claire M. Fraser | | Mgmt | For | For | For |
| | 5 | Elect Jeffrey W. Henderson | | Mgmt | For | For | For |
| | 6 | Elect Christopher Jones | | Mgmt | For | For | For |
| | 7 | Elect Marshall O. Larsen | | Mgmt | For | For | For |
| | 8 | Elect David F. Melcher | | Mgmt | For | For | For |
| | 9 | Elect Claire Pomeroy | | Mgmt | For | For | For |
| | 10 | Elect Rebecca W. Rimel | | Mgmt | For | For | For |
| | 11 | Elect Timothy M. Ring | | Mgmt | For | For | For |
| | 12 | Elect Bertram L. Scott | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
|
|
|
| BJ's Wholesale Club Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BJ | CUSIP 05550J101 | | 06/20/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Nishad Chande | | Mgmt | For | For | For |
| | 1.2 | Elect Christopher H. Peterson | | Mgmt | For | For | For |
| | 1.3 | Elect Judith L. Werthauser | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| BlackRock, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BLK | CUSIP 09247X101 | | 05/23/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Bader Mohammad Al Saad | | Mgmt | For | For | For |
| | 2 | Elect Mathis Cabiallavetta | | Mgmt | For | For | For |
| | 3 | Elect Pamela Daley | | Mgmt | For | For | For |
| | 4 | Elect William S. Demchak | | Mgmt | For | For | For |
| | 5 | Elect Jessica P. Einhorn | | Mgmt | For | For | For |
| | 6 | Elect Laurence D. Fink | | Mgmt | For | For | For |
| | 7 | Elect William E. Ford | | Mgmt | For | For | For |
| | 8 | Elect Fabrizio Freda | | Mgmt | For | For | For |
| | 9 | Elect Murry S. Gerber | | Mgmt | For | For | For |
| | 10 | Elect Margaret L. Johnson | | Mgmt | For | For | For |
| | 11 | Elect Robert S. Kapito | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 21 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | Against | For |
|
|
|
| Booking Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BKNG | CUSIP 09857L108 | | 06/06/2019 | | 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 Glenn D. Fogel | | Mgmt | For | For | For |
| | 1.4 | Elect Mirian M. Graddick-Weir | | Mgmt | For | For | For |
| | 1.5 | Elect James M. Guyette | | Mgmt | For | For | For |
| | 1.6 | Elect Wei Hopeman | | 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 | Withhold | Against |
| | 1.11 | Elect Thomas E. Rothman | | Mgmt | For | For | For |
| | 1.12 | Elect Lynn M. Vojvodich | | Mgmt | For | For | For |
| | 1.13 | Elect Vanessa A. Wittman | | 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 Proxy Access Bylaw Amendment | | ShrHoldr | Against | Against | For |
|
|
|
| Boston Scientific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BSX | CUSIP 101137107 | | 05/09/2019 | | 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 | Adoption of Majority Vote for Uncontested Elections of Directors | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| BP plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BP | CINS G12793108 | | 05/21/2019 | | 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 Robert W. Dudley | | Mgmt | For | For | For |
| | 4 | Elect Brian Gilvary | | Mgmt | For | For | For |
| | 5 | Elect Nils Andersen | | Mgmt | For | For | For |
| | 6 | Elect Alison J. Carnwath | | Mgmt | For | For | For |
| | 7 | Elect Pamela Daley | | Mgmt | For | For | For |
| | 8 | Elect Ian E.L. Davis | | Mgmt | For | For | For |
| | 9 | Elect Dame Ann Dowling | | Mgmt | For | For | For |
| | 10 | Elect Helge Lund | | Mgmt | For | For | For |
| | 11 | Elect Melody B. Meyer | | Mgmt | For | For | For |
| | 12 | Elect Brendan R. Nelson | | Mgmt | For | For | For |
| | 13 | Elect Paula Rosput Reynolds | | Mgmt | For | For | For |
| | 14 | Elect John Sawers | | Mgmt | For | For | For |
| | 15 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 16 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 17 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 20 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 21 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 22 | Shareholder Proposal Regarding Climate Change Reporting | | ShrHoldr | For | For | For |
| | 23 | Shareholder Proposal Regarding GHG Reduction Targets | | ShrHoldr | Against | Against | For |
|
|
|
| Bristol-Myers Squibb Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BMY | CUSIP 110122108 | | 04/12/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Celgene Transaction | | Mgmt | For | Against | Against |
| | 2 | Right to Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Bristol-Myers Squibb Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BMY | CUSIP 110122108 | | 05/29/2019 | | 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 Robert J. Bertolini | | Mgmt | For | For | For |
| | 3 | Elect Giovanni Caforio | | Mgmt | For | For | For |
| | 4 | Elect Matthew W. Emmens | | Mgmt | For | For | For |
| | 5 | Elect Michael Grobstein | | Mgmt | For | For | For |
| | 6 | Elect Alan J. Lacy | | Mgmt | For | For | For |
| | 7 | Elect Dinesh C. Paliwal | | Mgmt | For | For | For |
| | 8 | Elect Theodore R. Samuels | | Mgmt | For | For | For |
| | 9 | Elect Vicki L. Sato | | Mgmt | For | For | For |
| | 10 | Elect Gerald Storch | | Mgmt | For | For | For |
| | 11 | Elect Karen H. Vousden | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
|
|
|
| Burlington Stores, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BURL | CUSIP 122017106 | | 05/22/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John J. Mahoney | | Mgmt | For | For | For |
| | 2 | Elect Laura J. Sen | | Mgmt | For | For | For |
| | 3 | Elect Paul J. Sullivan | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Cairn Energy plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CNE | CINS G17528269 | | 05/17/2019 | | 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 Keith Lough | | Mgmt | For | Against | Against |
| | 8 | Elect Peter Kallos | | Mgmt | For | Against | Against |
| | 9 | Elect Nicoletta Giadrossi | | Mgmt | For | Against | Against |
| | 10 | Elect Simon Thomson | | Mgmt | For | Against | Against |
| | 11 | Elect James Smith | | Mgmt | For | Against | Against |
| | 12 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 13 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 14 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 15 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 16 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| CarMax, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KMX | CUSIP 143130102 | | 06/25/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter J. Bensen | | Mgmt | For | For | For |
| | 2 | Elect Ronald E. Blaylock | | Mgmt | For | For | For |
| | 3 | Elect Sona Chawla | | Mgmt | For | For | For |
| | 4 | Elect Thomas J. Folliard | | Mgmt | For | For | For |
| | 5 | Elect Shira D. Goodman | | Mgmt | For | For | For |
| | 6 | Elect Robert J. Hombach | | Mgmt | For | For | For |
| | 7 | Elect David W. McCreight | | Mgmt | For | For | For |
| | 8 | Elect William D. Nash | | Mgmt | For | For | For |
| | 9 | Elect Pietro Satriano | | Mgmt | For | For | For |
| | 10 | Elect Marcella Shinder | | Mgmt | For | For | For |
| | 11 | Elect Mitchell D. Steenrod | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Amendment to the 2002 Stock Incentive Plan | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
|
|
|
| Celgene Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CELG | CUSIP 151020104 | | 04/12/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Bristol-Myers Transaction | | Mgmt | For | Against | Against |
| | 2 | Right to Adjourn Meeting | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Golden Parachutes | | Mgmt | For | Against | Against |
|
|
|
| Cenovus Energy Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CVE | CUSIP 15135U109 | | 04/24/2019 | | 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 Jane E. Kinney | | Mgmt | For | For | For |
| | 2.4 | Elect Harold N. Kvisle | | Mgmt | For | For | For |
| | 2.5 | Elect Steven F. Leer | | Mgmt | For | For | For |
| | 2.6 | Elect Keith A. MacPhail | | Mgmt | For | For | For |
| | 2.7 | Elect Richard J. Marcogliese | | Mgmt | For | For | For |
| | 2.8 | Elect Claude Mongeau | | Mgmt | For | For | For |
| | 2.9 | Elect Alexander J. Pourbaix | | Mgmt | For | For | For |
| | 2.10 | Elect Wayne G. Thomson | | Mgmt | For | For | For |
| | 2.11 | Elect Rhonda I. Zygocki | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Reporting and Reducing Greenhouse Gas Emissions | | ShrHoldr | Against | Against | For |
|
|
|
| CenterPoint Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CNP | CUSIP 15189T107 | | 04/25/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Leslie D. Biddle | | Mgmt | For | For | For |
| | 2 | Elect Milton Carroll | | Mgmt | For | For | For |
| | 3 | Elect Scott J. McLean | | Mgmt | For | For | For |
| | 4 | Elect Martin H. Nesbitt | | Mgmt | For | For | For |
| | 5 | Elect Theodore F. Pound | | Mgmt | For | For | For |
| | 6 | Elect Scott M. Prochazka | | Mgmt | For | For | For |
| | 7 | Elect Susan O. Rheney | | Mgmt | For | For | For |
| | 8 | Elect Phillip R. Smith | | Mgmt | For | For | For |
| | 9 | Elect John W. Somerhalder II | | Mgmt | For | For | For |
| | 10 | Elect Peter S. Wareing | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Charter Communications, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CHTR | CUSIP 16119P108 | | 04/23/2019 | | 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 D. Markley, Jr. | | Mgmt | For | Against | Against |
| | 6 | Elect David C. Merritt | | Mgmt | For | Against | Against |
| | 7 | Elect James E. Meyer | | 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 | Approval of the 2019 Stock Incentive Plan | | Mgmt | For | Against | Against |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Proxy Access | | ShrHoldr | Against | For | Against |
| | 17 | Shareholder Proposal Regarding Sustainability Report | | ShrHoldr | Against | Against | For |
|
|
|
| Chipotle Mexican Grill, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMG | CUSIP 169656105 | | 05/21/2019 | | 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 Patricia Fili-Krushel | | Mgmt | For | For | For |
| | 1.5 | Elect Neil Flanzraich | | Mgmt | For | For | For |
| | 1.6 | Elect Robin Hickenlooper | | Mgmt | For | For | For |
| | 1.7 | Elect Scott H. Maw | | Mgmt | For | For | For |
| | 1.8 | Elect Ali Namvar | | Mgmt | For | For | For |
| | 1.9 | Elect Brian Niccol | | Mgmt | For | For | For |
| | 1.10 | Elect Matthew H. Paull | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Chubb Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CB | CUSIP H1467J104 | | 05/16/2019 | | 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 Disposable Profit | | Mgmt | For | For | For |
| | 3 | Distribution of a Dividend out of Legal 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 Evan G. Greenberg | | Mgmt | For | For | For |
| | 23 | Elect Michael P. Connors | | Mgmt | For | For | For |
| | 24 | Elect Mary A. Cirillo | | Mgmt | For | For | For |
| | 25 | Elect John A. Edwardson | | Mgmt | For | For | For |
| | 26 | Elect Robert M. Hernandez | | Mgmt | For | For | For |
| | 27 | Appointment of Independent Proxy (Switzerland) | | Mgmt | For | For | For |
| | 28 | Board Compensation | | Mgmt | For | For | For |
| | 29 | Executive Compensation | | Mgmt | For | For | For |
| | 30 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 31 | Additional or Amended Proposals | | Mgmt | For | Against | Against |
|
|
|
| Cigna Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CI | CUSIP 125523100 | | 04/24/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David M. Cordani | | Mgmt | For | For | For |
| | 2 | Elect William J. DeLaney | | Mgmt | For | For | For |
| | 3 | Elect Eric J. Foss | | Mgmt | For | For | For |
| | 4 | Elect Elder Granger | | Mgmt | For | For | For |
| | 5 | Elect Isaiah Harris, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Roman Martinez IV | | Mgmt | For | For | For |
| | 7 | Elect Kathleen M. Mazzarella | | Mgmt | For | For | For |
| | 8 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 9 | Elect John M. Partridge | | Mgmt | For | For | For |
| | 10 | Elect William L. Roper | | Mgmt | For | For | For |
| | 11 | Elect Eric C. Wiseman | | Mgmt | For | For | For |
| | 12 | Elect Donna F. Zarcone | | Mgmt | For | For | For |
| | 13 | Elect William D. Zollars | | 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 |
| | 17 | Shareholder Proposal Regarding Cyber Risk Report | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Gender Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| Cigna Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CI | CUSIP 125509109 | | 08/24/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Express Scripts Merger | | Mgmt | For | For | For |
| | 2 | Right to Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Citigroup Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | C | CUSIP 172967424 | | 04/16/2019 | | 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 Barbara J. Desoer | | Mgmt | For | For | For |
| | 4 | Elect John C. Dugan | | Mgmt | For | For | For |
| | 5 | Elect Duncan P. Hennes | | Mgmt | For | For | For |
| | 6 | Elect Peter B. Henry | | Mgmt | For | For | For |
| | 7 | Elect S. Leslie Ireland | | Mgmt | For | For | For |
| | 8 | Elect Lew W. Jacobs, IV | | Mgmt | For | For | For |
| | 9 | Elect Renee J. James | | Mgmt | For | For | For |
| | 10 | Elect Eugene M. McQuade | | Mgmt | For | For | For |
| | 11 | Elect Gary M. Reiner | | Mgmt | For | For | For |
| | 12 | Elect Diana L. Taylor | | Mgmt | For | For | For |
| | 13 | Elect James S. Turley | | Mgmt | For | For | For |
| | 14 | Elect Deborah C. Wright | | Mgmt | For | For | For |
| | 15 | Elect Ernesto Zedillo Ponce de Leon | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 18 | Approval of the 2019 Stock Incentive Plan | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Government Service Vesting | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
|
|
|
| CMS Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMS | CUSIP 125896100 | | 05/03/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jon E. Barfield | | Mgmt | For | For | For |
| | 2 | Elect Deborah H. Butler | | Mgmt | For | For | For |
| | 3 | Elect Kurt L. Darrow | | Mgmt | For | For | For |
| | 4 | Elect Stephen E. Ewing | | Mgmt | For | For | For |
| | 5 | Elect William D. Harvey | | Mgmt | For | For | For |
| | 6 | Elect Patricia K. Poppe | | Mgmt | For | For | For |
| | 7 | Elect John G. Russell | | Mgmt | For | For | For |
| | 8 | Elect Suzanne Shank | | Mgmt | For | For | For |
| | 9 | Elect Myrna M. Soto | | Mgmt | For | For | For |
| | 10 | Elect John G. Sznewajs | | Mgmt | For | For | For |
| | 11 | Elect Laura H. Wright | | 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 Political Contributions and Expenditures Report | | ShrHoldr | Against | For | Against |
|
|
|
| Comcast Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMCSA | CUSIP 20030N101 | | 06/05/2019 | | 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 | Approval of the 2019 Omnibus Sharesave Plan | | Mgmt | For | For | For |
| | 4 | Advisory vote on executive compensation | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 6 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| ConocoPhillips | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COP | CUSIP 20825C104 | | 05/14/2019 | | 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 Jeffrey A. Joerres | | Mgmt | For | For | For |
| | 7 | Elect Ryan M. Lance | | Mgmt | For | For | For |
| | 8 | Elect William H. McRaven | | Mgmt | For | For | For |
| | 9 | Elect Sharmila Mulligan | | Mgmt | For | For | For |
| | 10 | Elect Arjun N. Murti | | Mgmt | For | For | For |
| | 11 | Elect Robert A. Niblock | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Constellation Brands, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STZ | CUSIP 21036P108 | | 07/17/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect 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 Susan Sommersille Johnson | | Mgmt | For | Withhold | Against |
| | 1.6 | Elect James A. Locke III | | Mgmt | For | Withhold | Against |
| | 1.7 | Elect Daniel J. McCarthy | | Mgmt | For | Withhold | Against |
| | 1.8 | Elect Richard Sands | | Mgmt | For | Withhold | Against |
| | 1.9 | Elect Robert Sands | | Mgmt | For | Withhold | Against |
| | 1.10 | Elect Judy A. Schmeling | | Mgmt | For | Withhold | Against |
| | 1.11 | 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 |
|
|
|
| Cooper Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COO | CUSIP 216648402 | | 03/18/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect A. Thomas Bender | | Mgmt | For | For | For |
| | 2 | Elect Colleen E. Jay | | Mgmt | For | For | For |
| | 3 | Elect Michael H. Kalkstein | | Mgmt | For | For | For |
| | 4 | Elect William A. Kozy | | Mgmt | For | For | For |
| | 5 | Elect Jody S. Lindell | | Mgmt | For | For | For |
| | 6 | Elect Gary S. Petersmeyer | | Mgmt | For | For | For |
| | 7 | Elect Allan E. Rubenstein | | Mgmt | For | For | For |
| | 8 | Elect Robert S. Weiss | | Mgmt | For | For | For |
| | 9 | Elect Albert G. White III | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Approval of the 2019 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Costco Wholesale Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COST | CUSIP 22160K105 | | 01/24/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Hamilton E. James | | Mgmt | For | For | For |
| | 1.2 | Elect John W. Stanton | | Mgmt | For | For | For |
| | 1.3 | Elect Mary Agnes Wilderotter | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Approval of the 2019 Incentive Plan | | Mgmt | For | For | For |
| | 5 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 6 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Prison Labor | | ShrHoldr | Against | Against | For |
|
|
|
| CVS Health Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CVS | CUSIP 126650100 | | 05/16/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Fernando Aguirre | | Mgmt | For | For | For |
| | 2 | Elect Mark T. Bertolini | | Mgmt | For | For | For |
| | 3 | Elect Richard M. Bracken | | Mgmt | For | For | For |
| | 4 | Elect C. David Brown II | | Mgmt | For | For | For |
| | 5 | Elect Alecia A. DeCoudreaux | | Mgmt | For | For | For |
| | 6 | Elect Nancy-Ann M. DeParle | | Mgmt | For | For | For |
| | 7 | Elect David W. Dorman | | Mgmt | For | For | For |
| | 8 | Elect Roger N. Farah | | Mgmt | For | For | For |
| | 9 | Elect Anne M. Finucane | | Mgmt | For | For | For |
| | 10 | Elect Edward J. Ludwig | | Mgmt | For | For | For |
| | 11 | Elect Larry J. Merlo | | Mgmt | For | For | For |
| | 12 | Elect Jean-Pierre Millon | | Mgmt | For | For | For |
| | 13 | Elect Mary L. Schapiro | | Mgmt | For | For | For |
| | 14 | Elect Richard J. Swift | | Mgmt | For | For | For |
| | 15 | Elect William C. Weldon | | Mgmt | For | For | For |
| | 16 | Elect Tony L. White | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Including Legal Costs in Executive Compensation | | ShrHoldr | Against | Against | For |
|
|
|
| Danaher Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DHR | CUSIP 235851102 | | 05/07/2019 | | 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 | For | For |
| | 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 | Against | Against |
| | 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 Independent Board Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Dassault Systemes SA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DSY | CINS F2457H472 | | 05/23/2019 | | 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 | Accounts and Reports | | Mgmt | For | For | For |
| | 5 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 6 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 7 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 8 | Remuneration Policy (Chair) | | Mgmt | For | For | For |
| | 9 | Remuneration Policy (Vice-Chair and CEO) | | Mgmt | For | For | For |
| | 10 | Remuneration of Charles Edelstenne, Chair | | Mgmt | For | For | For |
| | 11 | Remuneration of Bernard Charles, Vice Chair and CEO | | Mgmt | For | For | For |
| | 12 | Elect Catherine Dassault | | Mgmt | For | For | For |
| | 13 | Elect Toshiko Mori | | Mgmt | For | For | For |
| | 14 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 15 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 16 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 17 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares and/or Convertible Debt Through Private Placement | | Mgmt | For | For | For |
| | 19 | Greenshoe | | Mgmt | For | Against | Against |
| | 20 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 21 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | Against | Against |
| | 22 | Authority to Grant Stock Options | | Mgmt | For | Against | Against |
| | 23 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 24 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
|
|
|
| Deere & Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DE | CUSIP 244199105 | | 02/27/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Samuel R. Allen | | Mgmt | For | For | For |
| | 2 | Elect Vance D. Coffman | | Mgmt | For | For | For |
| | 3 | Elect Alan C. Heuberger | | Mgmt | For | For | For |
| | 4 | Elect Charles O. Holliday, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Dipak C. Jain | | Mgmt | For | For | For |
| | 6 | Elect Michael O. Johanns | | Mgmt | For | For | For |
| | 7 | Elect Clayton M. Jones | | Mgmt | For | For | For |
| | 8 | Elect Gregory R. Page | | Mgmt | For | For | For |
| | 9 | Elect Sherry M. Smith | | Mgmt | For | For | For |
| | 10 | Elect Dmitri L. Stockton | | Mgmt | For | For | For |
| | 11 | Elect Sheila G. Talton | | Mgmt | For | For | For |
| | 12 | Advisory vote on executive compensation | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Propsal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
|
|
|
| Dominion Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | D | CUSIP 25746U109 | | 05/07/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James A. Bennett | | 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 | For | For |
| | 5 | Elect D. Maybank Hagood | | Mgmt | For | For | For |
| | 6 | Elect John W. Harris | | Mgmt | For | For | For |
| | 7 | Elect Ronald W. Jibson | | Mgmt | For | For | For |
| | 8 | Elect Mark J. Kington | | Mgmt | For | For | For |
| | 9 | Elect Joseph M. Rigby | | Mgmt | For | For | For |
| | 10 | Elect Pamela L. Royal | | Mgmt | For | For | For |
| | 11 | Elect Robert H. Spilman, Jr. | | Mgmt | For | For | For |
| | 12 | Elect Susan N. Story | | Mgmt | For | Against | Against |
| | 13 | Elect Michael E. Szymanczyk | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Increase of Authorized Common Stock | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
|
|
|
| DowDuPont Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DWDP | CUSIP 26078J100 | | 05/23/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Reverse Stock Split | | Mgmt | For | For | For |
| | 2 | Right to Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| DuPont de Nemours, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DD | CUSIP 26078J100 | | 06/25/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Edward D. Breen | | Mgmt | For | For | For |
| | 2 | Elect Ruby R. Chandy | | Mgmt | For | For | For |
| | 3 | Elect Franklin K. Clyburn, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Terrence R. Curtin | | Mgmt | For | For | For |
| | 5 | Elect Alexander M. Cutler | | Mgmt | For | For | For |
| | 6 | Elect C. Marc Doyle | | Mgmt | For | For | For |
| | 7 | Elect Eleuthere I. du Pont | | Mgmt | For | For | For |
| | 8 | Elect Rajiv L. Gupta | | Mgmt | For | For | For |
| | 9 | Elect Luther C. Kissam IV | | Mgmt | For | For | For |
| | 10 | Elect Frederick M. Lowery | | Mgmt | For | For | For |
| | 11 | Elect Raymond J. Milchovich | | Mgmt | For | For | For |
| | 12 | Elect Steven M. Sterin | | 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 Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Report on Ratio Between CEO and Employee Pay | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Risks of Gulf Coast Petrochemical Investments | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Plastic Pollution | | ShrHoldr | Against | Against | For |
|
|
|
| DXC Technology Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DXC | CUSIP 23355L106 | | 08/15/2018 | | 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 | Against | Against |
| | 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 Mary Louise Krakauer | | Mgmt | For | For | For |
| | 7 | Elect Julio A. Portalatin | | Mgmt | For | For | For |
| | 8 | Elect Peter Rutland | | Mgmt | For | For | For |
| | 9 | Elect Manoj P. Singh | | 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 |
|
|
|
| E TRADE Financial Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ETFC | CUSIP 269246401 | | 05/09/2019 | | 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 Robert J. Chersi | | Mgmt | For | For | For |
| | 3 | Elect Jaime W. Ellertson | | Mgmt | For | For | For |
| | 4 | Elect James P. Healy | | Mgmt | For | For | For |
| | 5 | Elect Kevin T. Kabat | | Mgmt | For | For | For |
| | 6 | Elect James Lam | | Mgmt | For | For | For |
| | 7 | Elect Rodger A. Lawson | | Mgmt | For | For | For |
| | 8 | Elect Shelley B. Leibowitz | | Mgmt | For | For | For |
| | 9 | Elect Karl A. Roessner | | Mgmt | For | For | For |
| | 10 | Elect Rebecca Saeger | | Mgmt | For | For | For |
| | 11 | Elect Donna L. Weaver | | Mgmt | For | For | For |
| | 12 | Elect Joshua A. Weinreich | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Ecolab, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ECL | CUSIP 278865100 | | 05/02/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Douglas M. Baker, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Shari L Ballard | | Mgmt | For | For | For |
| | 3 | Elect Barbara J. Beck | | Mgmt | For | For | For |
| | 4 | Elect Leslie S. Biller | | Mgmt | For | For | For |
| | 5 | Elect Jeffrey M. Ettinger | | Mgmt | For | For | For |
| | 6 | Elect Arthur J. Higgins | | Mgmt | For | Against | Against |
| | 7 | Elect Michael Larson | | Mgmt | For | For | For |
| | 8 | Elect David W. MacLennan | | Mgmt | For | For | For |
| | 9 | Elect Tracy B. McKibben | | Mgmt | For | For | For |
| | 10 | Elect Lionel L. Nowell, III | | Mgmt | For | For | For |
| | 11 | Elect Victoria J. Reich | | Mgmt | For | For | For |
| | 12 | Elect Suzanne M. Vautrinot | | Mgmt | For | For | For |
| | 13 | Elect John J. Zillmer | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Edison International | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EIX | CUSIP 281020107 | | 04/25/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeanne Beliveau-Dunn | | Mgmt | For | For | For |
| | 2 | Elect Michael C. Camunez | | Mgmt | For | For | For |
| | 3 | Elect Vanessa C.L. Chang | | Mgmt | For | Against | Against |
| | 4 | Elect James T. Morris | | Mgmt | For | For | For |
| | 5 | Elect Timothy T. O'Toole | | Mgmt | For | For | For |
| | 6 | Elect Pedro J. Pizarro | | Mgmt | For | For | For |
| | 7 | Elect Linda G. Stuntz | | Mgmt | For | For | For |
| | 8 | Elect William P. Sullivan | | Mgmt | For | For | For |
| | 9 | Elect Ellen O. Tauscher | | Mgmt | For | For | For |
| | 10 | Elect Peter J. Taylor | | Mgmt | For | For | For |
| | 11 | Elect Keith Trent | | Mgmt | For | For | For |
| | 12 | Elect Brett White | | 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 Proxy Access Bylaw Amendment | | ShrHoldr | Against | Against | For |
|
|
|
| Edwards Lifesciences Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EW | CUSIP 28176E108 | | 05/08/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael A. Mussallem | | Mgmt | For | For | For |
| | 2 | Elect Kieran T. Gallahue | | Mgmt | For | For | For |
| | 3 | Elect Leslie Stone Heisz | | Mgmt | For | For | For |
| | 4 | Elect William J. Link | | Mgmt | For | For | For |
| | 5 | Elect Steven R. Loranger | | Mgmt | For | For | For |
| | 6 | Elect Martha H. Marsh | | Mgmt | For | For | For |
| | 7 | Elect Wesley W. von Schack | | Mgmt | For | For | For |
| | 8 | Elect Nicholas J. Valeriani | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Eli Lilly and Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LLY | CUSIP 532457108 | | 05/06/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ralph Alvarez | | Mgmt | For | For | For |
| | 2 | Elect Carolyn R. Bertozzi | | Mgmt | For | For | For |
| | 3 | Elect Juan R. Luciano | | Mgmt | For | For | For |
| | 4 | Elect Kathi P. Seifert | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 8 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 9 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| Emerson Electric Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EMR | CUSIP 291011104 | | 02/05/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Clemens A.H. Borsig | | Mgmt | For | For | For |
| | 1.2 | Elect Joshua B. Bolten | | Mgmt | For | For | For |
| | 1.3 | Elect Lori M. Lee | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Encana Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ECA | CUSIP 292505104 | | 04/30/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Peter A. Dea | | Mgmt | For | For | For |
| | 1.2 | Elect Fred J. Fowler | | Mgmt | For | For | For |
| | 1.3 | Elect Howard J. Mayson | | Mgmt | For | For | For |
| | 1.4 | Elect Lee A. McIntire | | Mgmt | For | For | For |
| | 1.5 | Elect Margaret McKenzie | | Mgmt | For | For | For |
| | 1.6 | Elect Steven W. Nance | | Mgmt | For | For | For |
| | 1.7 | Elect Suzanne P. Nimocks | | Mgmt | For | For | For |
| | 1.8 | Elect Thomas G. Ricks | | Mgmt | For | For | For |
| | 1.9 | Elect Brian G. Shaw | | Mgmt | For | For | For |
| | 1.10 | Elect Douglas J. Suttles | | Mgmt | For | For | For |
| | 1.11 | Elect Bruce G. Waterman | | Mgmt | For | For | For |
| | 1.12 | Elect Clayton H. Woitas | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 3 | Amendment to Shareholder Rights Plan | | Mgmt | For | For | For |
| | 4 | Approval of the 2019 Omnibus Incentive Plan | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Everbridge, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EVBG | CUSIP 29978A104 | | 05/17/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Richard A. D'Amore | | Mgmt | For | For | For |
| | 1.2 | Elect Bruns H. Grayson | | 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 |
|
|
|
| Exelon Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EXC | CUSIP 30161N101 | | 04/30/2019 | | 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 M. Laurie Brlas | | Mgmt | For | For | For |
| | 4 | Elect Christopher M. Crane | | Mgmt | For | For | For |
| | 5 | Elect Yves C. de Balmann | | Mgmt | For | For | For |
| | 6 | Elect Nicholas DeBenedictis | | Mgmt | For | For | For |
| | 7 | Elect Linda P. Jojo | | Mgmt | For | For | For |
| | 8 | Elect Paul L. Joskow | | Mgmt | For | For | For |
| | 9 | Elect Robert J. Lawless | | Mgmt | For | For | For |
| | 10 | Elect Richard W. Mies | | Mgmt | For | For | For |
| | 11 | Elect Mayo A. Shattuck III | | Mgmt | For | For | For |
| | 12 | Elect Stephen D. Steinour | | Mgmt | For | Against | Against |
| | 13 | Elect John F. Young | | 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 Report on Environmental Activities | | ShrHoldr | Against | Against | For |
|
|
|
| Facebook, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FB | CUSIP 30303M102 | | 05/30/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Peggy Alford | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Marc L. Andreessen | | 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 Sheryl K. Sandberg | | Mgmt | For | Withhold | Against |
| | 1.6 | Elect Peter A. Thiel | | Mgmt | For | Withhold | Against |
| | 1.7 | Elect Jeffrey D. Zients | | Mgmt | For | Withhold | Against |
| | 1.8 | Elect Mark Zuckerberg | | 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 | 3 Years | 1 Year | Against |
| | 5 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | For | Against |
| | 6 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 7 | Shareholder Proposal Regarding Majority Vote for Election of Directors | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Disclosure of Board Qualifications | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | | ShrHoldr | Against | For | Against |
| | 10 | Shareholder Proposal Regarding Median Gender Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Report on Political Ideology | | ShrHoldr | Against | Against | For |
| | 12 | Shareholder Proposal Regarding Strategic Alternatives | | ShrHoldr | Against | Against | For |
|
|
|
| Fidelity National Information Services, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FIS | CUSIP 31620M106 | | 05/22/2019 | | 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 Alexander Navab | | Mgmt | For | For | For |
| | 7 | Elect Gary A. Norcross | | Mgmt | For | For | For |
| | 8 | Elect Louise M. Parent | | Mgmt | For | For | For |
| | 9 | Elect Brian T. Shea | | Mgmt | For | For | For |
| | 10 | Elect James B. Stallings, Jr. | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| First Data Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FDC | CUSIP 32008D106 | | 04/11/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Consent | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Merger/Acquisition | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Golden Parachutes | | Mgmt | For | Against | Against |
|
|
|
| First Data Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FDC | CUSIP 32008D106 | | 05/09/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Frank J. Bisignano | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Henry R. Kravis | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Heidi G. Miller | | Mgmt | For | Withhold | Against |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Firstenergy Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FE | CUSIP 337932107 | | 05/21/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Michael J. Anderson | | Mgmt | For | For | For |
| | 1.2 | Elect Steven J. Demetriou | | Mgmt | For | For | For |
| | 1.3 | Elect Julia L. Johnson | | Mgmt | For | For | For |
| | 1.4 | Elect Charles E. Jones | | Mgmt | For | For | For |
| | 1.5 | Elect Donald T. Misheff | | Mgmt | For | For | For |
| | 1.6 | Elect Thomas N. Mitchell | | Mgmt | For | For | For |
| | 1.7 | Elect James F. O'Neil III | | Mgmt | For | For | For |
| | 1.8 | Elect Christopher D. Pappas | | Mgmt | For | For | For |
| | 1.9 | Elect Sandra Pianalto | | Mgmt | For | For | For |
| | 1.10 | Elect Luis A. Reyes | | Mgmt | For | For | For |
| | 1.11 | Elect Leslie M. Turner | | 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 Voting Standard for the Election of Directors | | Mgmt | For | For | For |
| | 6 | Adoption of Proxy Access | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
|
|
|
| FMC Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FMC | CUSIP 302491303 | | 04/30/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Pierre R. Brondeau | | Mgmt | For | For | For |
| | 2 | Elect Eduardo E. Cordeiro | | Mgmt | For | For | For |
| | 3 | Elect G. Peter D'Aloia | | Mgmt | For | For | For |
| | 4 | Elect C. Scott Greer | | Mgmt | For | For | For |
| | 5 | Elect K'Lynne Johnson | | Mgmt | For | For | For |
| | 6 | Elect Dirk A. Kempthorne | | Mgmt | For | For | For |
| | 7 | Elect Paul J. Norris | | Mgmt | For | For | For |
| | 8 | Elect Margareth Ovrum | | Mgmt | For | For | For |
| | 9 | Elect Robert C. Pallash | | Mgmt | For | For | For |
| | 10 | Elect William H. Powell | | Mgmt | For | For | For |
| | 11 | Elect Vincent R. Volpe Jr. | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
|
|
|
| Fortive Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FTV | CUSIP 34959J108 | | 06/04/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mitchell P. Rales | | Mgmt | For | For | For |
| | 2 | Elect Steven M. Rales | | Mgmt | For | For | For |
| | 3 | Elect Jeannine Sargent | | Mgmt | For | For | For |
| | 4 | Elect Alan G. Spoon | | Mgmt | For | Against | Against |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
|
|
|
| Fortune Brands Home & Security, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FBHS | CUSIP 34964C106 | | 05/07/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Irial Finan | | Mgmt | For | For | For |
| | 2 | Elect Susan Kilsby | | Mgmt | For | For | For |
| | 3 | Elect Christopher J. Klein | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Freeport-McMoRan Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FCX | CUSIP 35671D857 | | 06/12/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard C. Adkerson | | Mgmt | For | For | For |
| | 2 | Elect Gerald J. Ford | | Mgmt | For | For | For |
| | 3 | Elect Lydia H. Kennard | | Mgmt | For | For | For |
| | 4 | Elect Dustan E. McCoy | | Mgmt | For | For | For |
| | 5 | Elect Frances F. Townsend | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Gaming And Leisure Properties, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GLPI | CUSIP 36467J108 | | 06/13/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter M. Carlino | | Mgmt | For | For | For |
| | 2 | Elect David A. Handler | | Mgmt | For | For | For |
| | 3 | Elect Joseph W. Marshall, III | | Mgmt | For | For | For |
| | 4 | Elect James B. Perry | | Mgmt | For | For | For |
| | 5 | Elect Barry F. Schwartz | | Mgmt | For | For | For |
| | 6 | Elect Earl C. Shanks | | Mgmt | For | For | For |
| | 7 | Elect E. Scott Urdang | | Mgmt | For | Against | Against |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Shareholder Proposal Regarding Board Diversity Report | | ShrHoldr | N/A | Against | N/A |
|
|
|
| General Motors Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GM | CUSIP 37045V100 | | 06/04/2019 | | 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 Wesley G. Bush | | Mgmt | For | For | For |
| | 3 | Elect Linda R. Gooden | | Mgmt | For | For | For |
| | 4 | Elect Joseph Jimenez | | Mgmt | For | For | For |
| | 5 | Elect Jane L. Mendillo | | Mgmt | For | For | For |
| | 6 | Elect Judith Miscik | | 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 Chair | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| Gilead Sciences, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GILD | CUSIP 375558103 | | 05/08/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jacqueline K. Barton | | Mgmt | For | For | For |
| | 2 | Elect John F. Cogan | | Mgmt | For | For | For |
| | 3 | Elect Kelly A. Kramer | | Mgmt | For | For | For |
| | 4 | Elect Kevin E. Lofton | | Mgmt | For | For | For |
| | 5 | Elect Harish M. Manwani | | Mgmt | For | For | For |
| | 6 | Elect Daniel O'Day | | 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 | Permit Shareholders to Act by Written Consent | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Tax Savings as a Result of the Tax Cut and Jobs Act | | ShrHoldr | Against | Against | For |
|
|
|
| GoDaddy Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GDDY | CUSIP 380237107 | | 06/04/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Caroline F. Donahue | | Mgmt | For | For | For |
| | 1.2 | Elect Charles J. Robel | | Mgmt | For | For | For |
| | 1.3 | Elect Scott W. Wagner | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Hilton Worldwide Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HLT | CUSIP 43300A203 | | 05/09/2019 | | 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 | For | For |
| | 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 | Approval of the 2019 Employee Stock Purchase Plan | | 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 | | 04/29/2019 | | 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 | Shareholder Proposal Regarding Right to Act By Written Consent | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| ICU Medical, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ICUI | CUSIP 44930G107 | | 05/15/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Vivek Jain | | Mgmt | For | For | For |
| | 1.2 | Elect George A. Lopez | | Mgmt | For | For | For |
| | 1.3 | Elect Robert S. Swinney | | Mgmt | For | For | For |
| | 1.4 | Elect David C. Greenberg | | Mgmt | For | For | For |
| | 1.5 | Elect Elisha W. Finney | | Mgmt | For | Withhold | Against |
| | 1.6 | Elect David F. Hoffmeister | | Mgmt | For | For | For |
| | 1.7 | Elect Donald M. Abbey | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Intel Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INTC | CUSIP 458140100 | | 05/16/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Aneel Bhusri | | Mgmt | For | For | For |
| | 2 | Elect Andy D. Bryant | | Mgmt | For | For | For |
| | 3 | Elect Reed E. Hundt | | Mgmt | For | For | For |
| | 4 | Elect Omar Ishrak | | Mgmt | For | For | For |
| | 5 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 6 | Elect Tsu-Jae King Liu | | Mgmt | For | For | For |
| | 7 | Elect Gregory D. Smith | | Mgmt | For | For | For |
| | 8 | Elect Robert H. Swan | | Mgmt | For | For | For |
| | 9 | Elect Andrew Wilson | | Mgmt | For | For | For |
| | 10 | Elect Frank D. Yeary | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Amendment to the 2006 Equity Incentive Plan | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Median Gender Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Advisory Vote on Political Contributions | | ShrHoldr | Against | Against | For |
|
|
|
| Intercontinental Exchange, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ICE | CUSIP 45866F104 | | 05/17/2019 | | 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 Charles R. Crisp | | Mgmt | For | For | For |
| | 3 | Elect Duriya M. Farooqui | | Mgmt | For | For | For |
| | 4 | Elect Jean-Marc Forneri | | Mgmt | For | For | For |
| | 5 | Elect William Jefferson Hague | | Mgmt | For | For | For |
| | 6 | Elect Fred W. Hatfield | | Mgmt | For | For | For |
| | 7 | Elect Thomas E. Noonan | | Mgmt | For | For | For |
| | 8 | Elect Frederic V. Salerno | | Mgmt | For | For | For |
| | 9 | Elect Jeffrey C. Sprecher | | Mgmt | For | For | For |
| | 10 | Elect Judith A. Sprieser | | Mgmt | For | For | For |
| | 11 | Elect Vincent S. Tese | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Intuitive Surgical, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ISRG | CUSIP 46120E602 | | 04/25/2019 | | 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 Gary S. Guthart | | Mgmt | For | For | For |
| | 3 | Elect Amal M. Johnson | | Mgmt | For | For | For |
| | 4 | Elect Don R. Kania | | Mgmt | For | For | For |
| | 5 | Elect Keith R. Leonard, Jr. | | Mgmt | For | Against | Against |
| | 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 |
| | 12 | Amendment to the 2010 Incentive Award Plan | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
|
|
|
| Jazz Pharmaceuticals Public Limited Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JAZZ | CUSIP G50871105 | | 08/02/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter Gray | | Mgmt | For | For | For |
| | 2 | Elect Kenneth W. O'Keefe | | Mgmt | For | For | For |
| | 3 | Elect Elmar Schnee | | Mgmt | For | For | For |
| | 4 | Elect Catherine A. Sohn | | Mgmt | For | For | For |
| | 5 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Johnson & Johnson | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JNJ | CUSIP 478160104 | | 04/25/2019 | | 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 Marillyn A. Hewson | | Mgmt | For | For | For |
| | 7 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 8 | Elect Anne M. Mulcahy | | Mgmt | For | For | For |
| | 9 | Elect William D. Perez | | Mgmt | For | For | For |
| | 10 | Elect Charles Prince | | Mgmt | For | For | For |
| | 11 | Elect A. Eugene Washington | | Mgmt | For | For | For |
| | 12 | Elect Ronald A. Williams | | 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 Recoupment Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Report on Linking Executive Compensation to Drug Pricing | | ShrHoldr | Against | Against | For |
|
|
|
| Johnson Controls International plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JCI | CUSIP G51502105 | | 03/06/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jean S. Blackwell | | Mgmt | For | For | For |
| | 2 | Elect Pierre E. Cohade | | Mgmt | For | For | For |
| | 3 | Elect Michael E. Daniels | | Mgmt | For | For | For |
| | 4 | Elect Juan Pablo del Valle Perochena | | Mgmt | For | For | For |
| | 5 | Elect W. Roy Dunbar | | Mgmt | For | For | For |
| | 6 | Elect Gretchen R. Haggerty | | Mgmt | For | For | For |
| | 7 | Elect Simone Menne | | Mgmt | For | For | For |
| | 8 | Elect George R. Oliver | | Mgmt | For | For | For |
| | 9 | Elect Carl Jurgen Tinggren | | Mgmt | For | For | For |
| | 10 | Elect Mark P. Vergnano | | Mgmt | For | For | For |
| | 11 | Elect R. David Yost | | Mgmt | For | For | For |
| | 12 | Elect John D. Young | | Mgmt | For | For | For |
| | 13 | Ratification of PricewaterhouseCoopers | | Mgmt | For | For | For |
| | 14 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 15 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 16 | Authority to Set Price Range for Re-Issuance of Treasury Shares | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Executive Compensation | | 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 |
|
|
|
| JPMorgan Chase & Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JPM | CUSIP 46625H100 | | 05/21/2019 | | 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 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Median Gender Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Cumulative Voting | | ShrHoldr | Against | Against | For |
|
|
|
| Kinder Morgan, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KMI | CUSIP 49456B101 | | 05/08/2019 | | 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 |
|
|
|
| KKR & Co. Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KKR | CUSIP 48251W104 | | 01/28/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approval of the 2019 Equity Incentive Plan | | Mgmt | For | For | For |
|
|
|
| Kosmos Energy Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KOS | CUSIP 500688106 | | 06/05/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratification of Auditor | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Live Nation Entertainment, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LYV | CUSIP 538034109 | | 06/06/2019 | | 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 | For | For |
| | 2 | Elect Maverick Carter | | Mgmt | For | For | For |
| | 3 | Elect Ariel Z. Emanuel | | Mgmt | For | For | For |
| | 4 | Elect R. Ted Enloe, III | | Mgmt | For | For | For |
| | 5 | Elect Ping Fu | | Mgmt | For | For | For |
| | 6 | Elect Jeffrey T. Hinson | | Mgmt | For | For | For |
| | 7 | Elect Jimmy Iovine | | Mgmt | For | For | For |
| | 8 | Elect James S. Kahan | | Mgmt | For | For | For |
| | 9 | Elect Gregory B. Maffei | | Mgmt | For | Against | Against |
| | 10 | Elect Randall T. Mays | | Mgmt | For | For | For |
| | 11 | Elect Michael Rapino | | Mgmt | For | For | For |
| | 12 | Elect Mark S. Shapiro | | Mgmt | For | For | For |
| | 13 | Elect Dana Walden | | Mgmt | For | Against | Against |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Merck & Co., Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MRK | CUSIP 58933Y105 | | 05/28/2019 | | 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 Mary Ellen Coe | | Mgmt | For | For | For |
| | 4 | Elect Pamela J. Craig | | Mgmt | For | For | For |
| | 5 | Elect Kenneth C. Frazier | | Mgmt | For | For | For |
| | 6 | Elect Thomas H. Glocer | | Mgmt | For | For | For |
| | 7 | Elect Rochelle B. Lazarus | | Mgmt | For | For | For |
| | 8 | Elect Paul B. Rothman | | Mgmt | For | For | For |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Inge G. Thulin | | Mgmt | For | For | For |
| | 11 | Elect Wendell P. Weeks | | Mgmt | For | For | For |
| | 12 | Elect Peter C. Wendell | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Approval of the 2019 Stock Incentive Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Disclosure of Executive Stock Buybacks | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Linking Executive Compensation to Drug Pricing | | ShrHoldr | Against | Against | For |
|
|
|
| Mettler-Toledo International, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MTD | CUSIP 592688105 | | 05/09/2019 | | 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 Marco Gadola | | Mgmt | For | For | For |
| | 7 | Elect Michael A. Kelly | | Mgmt | For | For | For |
| | 8 | Elect Thomas P. Salice | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| MGM Resorts International | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MGM | CUSIP 552953101 | | 05/01/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mary Chris Gay | | Mgmt | For | For | For |
| | 2 | Elect William W. Grounds | | Mgmt | For | For | For |
| | 3 | Elect Alexis M. Herman | | Mgmt | For | For | For |
| | 4 | Elect Roland Hernandez | | Mgmt | For | Against | Against |
| | 5 | Elect John Kilroy | | Mgmt | For | For | For |
| | 6 | Elect Rose McKinney-James | | Mgmt | For | For | For |
| | 7 | Elect Keith A. Meister | | Mgmt | For | For | For |
| | 8 | Elect James J. Murren | | Mgmt | For | For | For |
| | 9 | Elect Paul J. Salem | | Mgmt | For | For | For |
| | 10 | Elect Gregory M. Spierkel | | Mgmt | For | For | For |
| | 11 | Elect Jan Swartz | | Mgmt | For | For | For |
| | 12 | Elect Daniel J. Taylor | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
|
|
|
| Microsoft Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MSFT | CUSIP 594918104 | | 11/28/2018 | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| NCsoft Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 036570 | CINS Y6258Y104 | | 03/29/2019 | | 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 | Amendments to Articles | | Mgmt | For | For | For |
| | 3 | Election of Non-Executive Director: PARK Byung Moo | | Mgmt | For | For | For |
| | 4 | Elect HYUN Dong Hoon | | Mgmt | For | For | For |
| | 5 | Elect BAEK Sang Hun | | Mgmt | For | For | For |
| | 6 | Election of Audit Committee Member: BAEK Sang Hun | | Mgmt | For | For | For |
| | 7 | Directors' Fees | | Mgmt | For | Against | Against |
|
|
|
| NetEase, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NTES | CUSIP 64110W102 | | 09/07/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William Lei Ding | | Mgmt | For | For | For |
| | 2 | Elect Alice Cheng | | Mgmt | For | For | For |
| | 3 | Elect Denny Lee | | Mgmt | For | For | For |
| | 4 | Elect Joseph Tong | | Mgmt | For | For | For |
| | 5 | Elect Lun Feng | | Mgmt | For | For | For |
| | 6 | Elect Michael Leung | | Mgmt | For | Against | Against |
| | 7 | Elect Michael Tong | | Mgmt | For | For | For |
| | 8 | Appointment of Auditor | | Mgmt | For | For | For |
|
|
|
| NextEra Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NEE | CUSIP 65339F101 | | 05/23/2019 | | 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 | For | For |
| | 6 | Elect Toni Jennings | | Mgmt | For | For | For |
| | 7 | Elect Amy B. Lane | | Mgmt | For | For | For |
| | 8 | Elect James L. Robo | | Mgmt | For | For | For |
| | 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 | Elect Darryl L. Wilson | | 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 | For | Against |
|
|
|
| Nike, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NKE | CUSIP 654106103 | | 09/20/2018 | | 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 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Noble Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NBL | CUSIP 655044105 | | 04/23/2019 | | 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 James E. Craddock | | Mgmt | For | For | For |
| | 4 | Elect Barbara J. Duganier | | Mgmt | For | For | For |
| | 5 | Elect Thomas J. Edelman | | Mgmt | For | For | For |
| | 6 | Elect Holli C. Ladhani | | Mgmt | For | For | For |
| | 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 | Amendment to the 2017 Long-Term Incentive Plan | | Mgmt | For | For | For |
|
|
|
| Norfolk Southern Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NSC | CUSIP 655844108 | | 05/09/2019 | | 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 Daniel A. Carp | | Mgmt | For | For | For |
| | 3 | Elect Mitchell E. Daniels, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Marcela E. Donadio | | Mgmt | For | For | For |
| | 5 | Elect Thomas C. Kelleher | | 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 Jennifer F. Scanlon | | Mgmt | For | For | For |
| | 10 | Elect James A. Squires | | Mgmt | For | For | For |
| | 11 | Elect John R. Thompson | | 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 Simple Majority Vote | | ShrHoldr | Against | For | Against |
|
|
|
| NRG Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NRG | CUSIP 629377508 | | 04/25/2019 | | 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 | Against | Against |
| | 2 | Elect Matthew Carter, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Lawrence S. Coben | | Mgmt | For | For | For |
| | 4 | Elect Heather Cox | | Mgmt | For | For | For |
| | 5 | Elect Terry G. Dallas | | Mgmt | For | For | For |
| | 6 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 7 | Elect William E. Hantke | | Mgmt | For | For | For |
| | 8 | Elect Paul W. Hobby | | Mgmt | For | For | For |
| | 9 | Elect Anne C. Schaumburg | | Mgmt | For | For | For |
| | 10 | Elect Thomas H. Weidemeyer | | 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 Political Spending Report | | ShrHoldr | Against | For | Against |
|
|
|
| NXP Semiconductors N.V. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NXPI | CUSIP N6596X109 | | 06/17/2019 | | 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 Kenneth A. Goldman | | Mgmt | For | Against | Against |
| | 6 | Elect Josef Kaeser | | Mgmt | For | For | For |
| | 7 | Elect Lena Olving | | Mgmt | For | For | For |
| | 8 | Elect Peter Smitham | | Mgmt | For | For | For |
| | 9 | Elect Julie Southern | | Mgmt | For | For | For |
| | 10 | Elect Jasmin Staiblin | | Mgmt | For | For | For |
| | 11 | Elect Gregory L. Summe | | Mgmt | For | For | For |
| | 12 | Elect Karl-Henrik Sundstrom | | Mgmt | For | For | For |
| | 13 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 14 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 15 | 2019 Omnibus Incentive Plan | | Mgmt | For | For | For |
| | 16 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 17 | Authority to Cancel Repurchased Shares | | Mgmt | For | For | For |
| | 18 | Appointment of Auditor | | Mgmt | For | For | For |
|
|
|
| ON Semiconductor Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ON | CUSIP 682189105 | | 05/08/2019 | | 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 | Elect Christine Y. Yan | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Oracle Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORCL | CUSIP 68389X105 | | 11/14/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect 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 Charles W. Moorman, IV | | Mgmt | For | For | For |
| | 1.12 | Elect Leon E. Panetta | | Mgmt | For | For | For |
| | 1.13 | Elect William G. Parrett | | Mgmt | For | For | For |
| | 1.14 | Elect Naomi O. Seligman | | 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 Gender Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Orbotech Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORBK | CUSIP M75253100 | | 07/12/2018 | | 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 | Declaration of Material Interest | | Mgmt | N/A | Against | N/A |
|
|
|
| Packaging Corporation of America | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PKG | CUSIP 695156109 | | 05/07/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cheryl K. Beebe | | Mgmt | For | For | For |
| | 2 | Elect Duane C. Farrington | | Mgmt | For | For | For |
| | 3 | Elect Hasan Jameel | | Mgmt | For | For | For |
| | 4 | Elect Mark W. Kowlzan | | Mgmt | For | For | For |
| | 5 | Elect Robert C. Lyons | | Mgmt | For | For | For |
| | 6 | Elect Thomas P. Maurer | | Mgmt | For | For | For |
| | 7 | Elect Samuel Mencoff | | Mgmt | For | For | For |
| | 8 | Elect Roger B. Porter | | Mgmt | For | For | For |
| | 9 | Elect Thomas S. Souleles | | Mgmt | For | For | For |
| | 10 | Elect Paul T. Stecko | | Mgmt | For | For | For |
| | 11 | Elect James D. Woodrum | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| PepsiCo, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PEP | CUSIP 713448108 | | 05/01/2019 | | 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 Cesar Conde | | Mgmt | For | For | For |
| | 3 | Elect Ian M. Cook | | Mgmt | For | For | For |
| | 4 | Elect Dina Dublon | | Mgmt | For | For | For |
| | 5 | Elect Richard W. Fisher | | Mgmt | For | For | For |
| | 6 | Elect Michelle D. Gass | | Mgmt | For | For | For |
| | 7 | Elect William R. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Ramon L. Laguarta | | 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 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Pesticide Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Pfizer Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PFE | CUSIP 717081103 | | 04/25/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ronald E. Blaylock | | Mgmt | For | For | For |
| | 2 | Elect Albert Bourla | | Mgmt | For | For | For |
| | 3 | Elect W. Don Cornwell | | Mgmt | For | For | For |
| | 4 | Elect Joseph J. Echevarria | | Mgmt | For | For | For |
| | 5 | Elect Helen H. Hobbs | | Mgmt | For | For | For |
| | 6 | Elect James M. Kilts | | Mgmt | For | For | For |
| | 7 | Elect Dan R. Littman | | Mgmt | For | For | For |
| | 8 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 9 | Elect Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 10 | Elect Ian C. Read | | Mgmt | For | For | For |
| | 11 | Elect James C. Smith | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Approve the 2019 Stock Plan | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Right To Act By Written Consent | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Linking Executive Compensation to Drug Pricing | | ShrHoldr | Against | Against | For |
|
|
|
| Prudential plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PRU | CINS G72899100 | | 05/16/2019 | | 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 Fields Wicker-Miurin | | Mgmt | For | For | For |
| | 4 | Elect Howard J. Davies | | Mgmt | For | For | For |
| | 5 | Elect Mark FitzPatrick | | Mgmt | For | For | For |
| | 6 | Elect David Law | | Mgmt | For | For | For |
| | 7 | Elect Paul Manduca | | Mgmt | For | For | For |
| | 8 | Elect Kaikhushru Nargolwala | | Mgmt | For | For | For |
| | 9 | Elect Anthony Nightingale | | Mgmt | For | Against | Against |
| | 10 | Elect Philip Remnant | | Mgmt | For | For | For |
| | 11 | Elect Alice Schroeder | | Mgmt | For | For | For |
| | 12 | Elect Stuart James Turner | | Mgmt | For | For | For |
| | 13 | Elect Thomas R. Watjen | | Mgmt | For | For | For |
| | 14 | Elect Michael A. Wells | | 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 Repurchased Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Preference Shares | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Issue Mandatory Convertible Securities w/ Preemptive rights | | Mgmt | For | For | For |
| | 23 | Authority to Issue Mandatory Convertible Securities w/o Preemptive rights | | Mgmt | For | For | For |
| | 24 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 25 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| Qualcomm, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QCOM | CUSIP 747525103 | | 03/12/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Barbara T. Alexander | | Mgmt | For | For | For |
| | 2 | Elect Mark Fields | | Mgmt | For | For | For |
| | 3 | Elect Jeffrey W. Henderson | | Mgmt | For | For | For |
| | 4 | Elect Ann M. Livermore | | Mgmt | For | For | For |
| | 5 | Elect Harish M. Manwani | | Mgmt | For | For | For |
| | 6 | Elect Mark D. McLaughlin | | Mgmt | For | For | For |
| | 7 | Elect Steven M. Mollenkopf | | Mgmt | For | For | For |
| | 8 | Elect Clark T. Randt, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Francisco Ros | | Mgmt | For | For | For |
| | 10 | Elect Irene B. Rosenfeld | | Mgmt | For | For | For |
| | 11 | Elect Neil Smit | | Mgmt | For | Against | Against |
| | 12 | Elect Anthony J. Vinciquerra | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Raymond James Financial, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RJF | CUSIP 754730109 | | 02/28/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Charles von Arentschildt | | Mgmt | For | For | For |
| | 2 | Elect Shelley G. Broader | | Mgmt | For | For | For |
| | 3 | Elect Robert M. Dutkowsky | | Mgmt | For | Against | Against |
| | 4 | Elect Jeffrey N. Edwards | | Mgmt | For | For | For |
| | 5 | Elect Benjamin C. Esty | | Mgmt | For | For | For |
| | 6 | Elect Anne Gates | | Mgmt | For | For | For |
| | 7 | Elect Francis S. Godbold | | Mgmt | For | For | For |
| | 8 | Elect Thomas A. James | | Mgmt | For | For | For |
| | 9 | Elect Gordon L. Johnson | | Mgmt | For | For | For |
| | 10 | Elect Rodrick C. McGeary | | Mgmt | For | For | For |
| | 11 | Elect Paul C. Reilly | | Mgmt | For | For | For |
| | 12 | Elect Susan N. Story | | Mgmt | For | Against | Against |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Amendment to the 2003 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Regeneron Pharmaceuticals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | REGN | CUSIP 75886F107 | | 06/14/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Bonnie L. Bassler | | Mgmt | For | For | For |
| | 2 | Elect Michael S. Brown | | Mgmt | For | For | For |
| | 3 | Elect Leonard S. Schleifer | | Mgmt | For | For | For |
| | 4 | Elect George D. Yancopoulos | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Roper Technologies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ROP | CUSIP 776696106 | | 06/10/2019 | | 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 L. Neil Hunn | | 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 | Withhold | Against |
| | 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 |
| | 4 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | For | Against |
|
|
|
| salesforce.com, inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRM | CUSIP 79466L302 | | 06/06/2019 | | 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 Parker Harris | | Mgmt | For | For | For |
| | 4 | Elect Craig A. Conway | | Mgmt | For | For | For |
| | 5 | Elect Alan G. Hassenfeld | | Mgmt | For | For | For |
| | 6 | Elect Neelie Kroes | | Mgmt | For | For | For |
| | 7 | Elect Colin L. Powell | | Mgmt | For | For | For |
| | 8 | Elect Sanford R. Robertson | | Mgmt | For | For | For |
| | 9 | Elect John V. Roos | | Mgmt | For | For | For |
| | 10 | Elect Bernard Tyson | | Mgmt | For | For | For |
| | 11 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 12 | Elect Maynard G. Webb | | Mgmt | For | For | For |
| | 13 | Elect Susan D. Wojcicki | | Mgmt | For | For | For |
| | 14 | Elimination of Supermajority Requirement to Amend the Certificate of Incorporation and Bylaws | | Mgmt | For | For | For |
| | 15 | Elimination of Supermajority Requirement for Removal of Directors | | Mgmt | For | For | For |
| | 16 | Amendment to the 2013 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Disclosure of Board Qualifications | | ShrHoldr | Against | Against | For |
|
|
|
| SBA Communications Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SBAC | CUSIP 78410G104 | | 05/16/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kevin L. Beebe | | Mgmt | For | For | For |
| | 2 | Elect Jack Langer | | Mgmt | For | For | For |
| | 3 | Elect Jeffrey A. Stoops | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Sempra Energy | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SRE | CUSIP 816851109 | | 05/09/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alan L. Boeckmann | | Mgmt | For | For | For |
| | 2 | Elect Kathleen Brown | | Mgmt | For | For | For |
| | 3 | Elect Andres Conesa Labastida | | Mgmt | For | For | For |
| | 4 | Elect Maria Contreras-Sweet | | Mgmt | For | For | For |
| | 5 | Elect Pablo A. Ferrero | | Mgmt | For | For | For |
| | 6 | Elect William D. Jones | | Mgmt | For | For | For |
| | 7 | Elect Jeffrey W. Martin | | Mgmt | For | For | For |
| | 8 | Elect Michael N. Mears | | Mgmt | For | For | For |
| | 9 | Elect William C. Rusnack | | Mgmt | For | For | For |
| | 10 | Elect Lynn Schenk | | Mgmt | For | For | For |
| | 11 | Elect Jack T. Taylor | | Mgmt | For | For | For |
| | 12 | Elect Cynthia L Walker | | Mgmt | For | For | For |
| | 13 | Elect James C. Yardley | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Approval of the 2019 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Summit Materials, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SUM | CUSIP 86614U100 | | 05/22/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Thomas W. Hill | | Mgmt | For | For | For |
| | 1.2 | Elect Joseph S. Cantie | | Mgmt | For | For | For |
| | 1.3 | Elect Anne M. Cooney | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Tencent Holdings Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 700 | CINS G87572163 | | 05/15/2019 | | 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 Jacobus Petrus Bekker | | Mgmt | For | For | For |
| | 6 | Elect Ian C. Stone | | 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 | Authority to Issue Repurchased Shares | | Mgmt | For | Against | Against |
|
|
|
| Tencent Holdings Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 700 | CINS G87572163 | | 05/15/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | 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 | Refreshment of Share Option Scheme of Tencent Music Entertainment Group | | Mgmt | For | For | For |
|
|
|
| The Boeing Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BA | CUSIP 097023105 | | 04/29/2019 | | 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 Edmund P. Giambastiani, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Lynn J. Good | | Mgmt | For | For | For |
| | 6 | Elect Nikki R Haley | | 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 Excluding Share Repurchases in Executive Compensation | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
|
|
|
| The Clorox Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CLX | CUSIP 189054109 | | 11/14/2018 | | 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 Richard H. Carmona | | Mgmt | For | For | For |
| | 3 | Elect Benno Dorer | | Mgmt | For | For | For |
| | 4 | Elect Spencer C. Fleischer | | Mgmt | For | For | For |
| | 5 | Elect Esther S. Lee | | Mgmt | For | For | For |
| | 6 | Elect A.D. David Mackay | | Mgmt | For | For | For |
| | 7 | Elect Robert W. Matschullat | | Mgmt | For | For | For |
| | 8 | Elect Matthew J. Shattock | | Mgmt | For | For | For |
| | 9 | Elect Pamela Thomas-Graham | | Mgmt | For | For | For |
| | 10 | Elect Carolyn M. Ticknor | | Mgmt | For | For | For |
| | 11 | Elect Russell J. Weiner | | Mgmt | For | For | For |
| | 12 | Elect Christopher J. Williams | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
|
|
|
| The Coca-Cola Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KO | CUSIP 191216100 | | 04/24/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Herbert A. Allen | | Mgmt | For | For | For |
| | 2 | Elect Ronald W. Allen | | Mgmt | For | For | For |
| | 3 | Elect Marc Bolland | | Mgmt | For | For | For |
| | 4 | Elect Ana Patricia Botin-Sanz de Sautuola y O'Shea | | Mgmt | For | Against | Against |
| | 5 | Elect Christopher C. Davis | | Mgmt | For | Against | Against |
| | 6 | Elect Barry Diller | | Mgmt | For | Against | Against |
| | 7 | Elect Helene D. Gayle | | Mgmt | For | For | For |
| | 8 | Elect Alexis M. Herman | | Mgmt | For | For | For |
| | 9 | Elect Robert A. Kotick | | Mgmt | For | For | For |
| | 10 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 11 | Elect James Quincey | | Mgmt | For | For | For |
| | 12 | Elect Caroline J. Tsay | | Mgmt | For | For | For |
| | 13 | Elect David B. Weinberg | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Independent Board Chair | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Sugar and Public Health | | ShrHoldr | Against | Against | For |
|
|
|
| The Goldman Sachs Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GS | CUSIP 38141G104 | | 05/02/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect M. Michele Burns | | Mgmt | For | For | For |
| | 2 | Elect Drew G. Faust | | Mgmt | For | For | For |
| | 3 | Elect Mark Flaherty | | Mgmt | For | For | For |
| | 4 | Elect Ellen J. Kullman | | Mgmt | For | For | For |
| | 5 | Elect Lakshmi N. Mittal | | Mgmt | For | Against | Against |
| | 6 | Elect Adebayo O. Ogunlesi | | Mgmt | For | For | For |
| | 7 | Elect Peter Oppenheimer | | Mgmt | For | For | For |
| | 8 | Elect David M. Solomon | | Mgmt | For | For | For |
| | 9 | Elect Jan E. Tighe | | 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 | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | Against | For |
|
|
|
| The Hershey Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HSY | CUSIP 427866108 | | 05/21/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Pamela M. Arway | | Mgmt | For | For | For |
| | 1.2 | Elect James W. Brown | | Mgmt | For | For | For |
| | 1.3 | Elect Michele G. Buck | | Mgmt | For | For | For |
| | 1.4 | Elect Charles A. Davis | | Mgmt | For | For | For |
| | 1.5 | Elect Mary Kay Haben | | Mgmt | For | For | For |
| | 1.6 | Elect James C. Katzman | | Mgmt | For | For | For |
| | 1.7 | Elect M. Diane Koken | | Mgmt | For | For | For |
| | 1.8 | Elect Robert M. Malcolm | | Mgmt | For | For | For |
| | 1.9 | Elect Anthony J. Palmer | | Mgmt | For | For | For |
| | 1.10 | Elect Juan R. Perez | | Mgmt | For | For | For |
| | 1.11 | Elect Wendy L. Schoppert | | Mgmt | For | For | For |
| | 1.12 | Elect David L. Shedlarz | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| The Home Depot, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HD | CUSIP 437076102 | | 05/23/2019 | | 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 Helena B. Foulkes | | Mgmt | For | Against | Against |
| | 8 | Elect Linda R. Gooden | | Mgmt | For | For | For |
| | 9 | Elect Wayne M. Hewett | | Mgmt | For | For | For |
| | 10 | Elect Manuel Kadre | | Mgmt | For | For | For |
| | 11 | Elect Stephanie C. Linnartz | | Mgmt | For | For | For |
| | 12 | Elect Craig A. Menear | | 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 Employment Diversity Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Prison Labor | | ShrHoldr | Against | Against | For |
|
|
|
| The Procter & Gamble Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PG | CUSIP 742718109 | | 10/09/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Francis S. Blake | | Mgmt | For | For | For |
| | 2 | Elect Angela F. Braly | | Mgmt | For | For | For |
| | 3 | Elect Amy L. Chang | | Mgmt | For | For | For |
| | 4 | Elect Kenneth I. Chenault | | Mgmt | For | For | For |
| | 5 | Elect Scott D. Cook | | Mgmt | For | For | For |
| | 6 | Elect Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Terry J. Lundgren | | Mgmt | For | For | For |
| | 8 | Elect W. James McNerney, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Nelson Peltz | | Mgmt | For | For | For |
| | 10 | Elect David. S. Taylor | | Mgmt | For | For | For |
| | 11 | Elect Margaret C. Whitman | | Mgmt | For | For | For |
| | 12 | Elect Patricia A. Woertz | | Mgmt | For | For | For |
| | 13 | Elect Ernesto Zedillo Ponce de Leon | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| The Sherwin-Williams Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHW | CUSIP 824348106 | | 04/17/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kerrii B. Anderson | | Mgmt | For | For | For |
| | 2 | Elect Arthur F. Anton | | Mgmt | For | For | For |
| | 3 | Elect Jeff M. Fettig | | Mgmt | For | For | For |
| | 4 | Elect David F. Hodnik | | Mgmt | For | For | For |
| | 5 | Elect Richard J. Kramer | | Mgmt | For | For | For |
| | 6 | Elect Susan J. Kropf | | Mgmt | For | For | For |
| | 7 | Elect John G. Morikis | | Mgmt | For | For | For |
| | 8 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 9 | Elect John M. Stropki, Jr. | | Mgmt | For | For | For |
| | 10 | Elect Michael H. Thaman | | Mgmt | For | For | For |
| | 11 | Elect Matthew Thornton III | | Mgmt | For | For | For |
| | 12 | Elect Steven H. Wunning | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| The Southern Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SO | CUSIP 842587107 | | 05/22/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Janaki Akella | | Mgmt | For | For | For |
| | 2 | Elect Juanita Powell Baranco | | Mgmt | For | For | For |
| | 3 | Elect Jon A. Boscia | | Mgmt | For | For | For |
| | 4 | Elect Henry A. Clark III | | Mgmt | For | For | For |
| | 5 | Elect Anthony F. Earley, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Thomas A. Fanning | | Mgmt | For | For | For |
| | 7 | Elect David J. Grain | | 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 | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
|
|
|
| The TJX Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TJX | CUSIP 872540109 | | 06/04/2019 | | 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 Rosemary T. Berkery | | Mgmt | For | For | For |
| | 4 | Elect David T. Ching | | Mgmt | For | For | For |
| | 5 | Elect Ernie Herrman | | Mgmt | For | For | For |
| | 6 | Elect Michael F. Hines | | Mgmt | For | For | For |
| | 7 | Elect Amy B. Lane | | Mgmt | For | For | For |
| | 8 | Elect Carol Meyrowitz | | Mgmt | For | For | For |
| | 9 | Elect Jackwyn L. Nemerov | | Mgmt | For | For | For |
| | 10 | Elect John F. O'Brien | | Mgmt | For | For | For |
| | 11 | Elect Willow B. Shire | | 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 Gender and Ethnicity Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Prison Labor Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Report on Human Rights Risks | | ShrHoldr | Against | Against | For |
|
|
|
| The TJX Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TJX | CUSIP 872540109 | | 10/22/2018 | | 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 | | Mgmt | For | For | For |
|
|
|
| The Walt Disney Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DIS | CUSIP 254687106 | | 07/27/2018 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Fox Merger | | Mgmt | For | For | For |
| | 2 | Right to Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Thermo Fisher Scientific Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMO | CUSIP 883556102 | | 05/22/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc N. Casper | | Mgmt | For | For | For |
| | 2 | Elect Nelson J. Chai | | Mgmt | For | For | For |
| | 3 | Elect C. Martin Harris | | Mgmt | For | For | For |
| | 4 | Elect Tyler Jacks | | Mgmt | For | For | For |
| | 5 | Elect Judy C. Lewent | | Mgmt | For | For | For |
| | 6 | Elect Thomas J. Lynch | | Mgmt | For | For | For |
| | 7 | Elect Jim P. Manzi | | Mgmt | For | For | For |
| | 8 | Elect James C. Mullen | | Mgmt | For | For | For |
| | 9 | Elect Lars Rebien Sorensen | | Mgmt | For | For | For |
| | 10 | Elect Scott M. Sperling | | Mgmt | For | For | For |
| | 11 | Elect Elaine S. Ullian | | Mgmt | For | For | For |
| | 12 | Elect Dion J. Weisler | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
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| Union Pacific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNP | CUSIP 907818108 | | 05/16/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Andrew H. Card, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Erroll B. Davis, Jr. | | Mgmt | For | For | For |
| | 3 | Elect William J. DeLaney | | Mgmt | For | For | For |
| | 4 | Elect David B. Dillon | | Mgmt | For | For | For |
| | 5 | Elect Lance M. Fritz | | Mgmt | For | For | For |
| | 6 | Elect Deborah C. Hopkins | | Mgmt | For | For | For |
| | 7 | Elect Jane H. Lute | | Mgmt | For | For | For |
| | 8 | Elect Michael R. McCarthy | | Mgmt | For | For | For |
| | 9 | Elect Thomas F. McLarty III | | Mgmt | For | For | For |
| | 10 | Elect Bhavesh V. Patel | | Mgmt | For | For | For |
| | 11 | Elect Jose H. Villarreal | | 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 Independent Chair | | ShrHoldr | Against | Against | For |
|
|
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| UnitedHealth Group Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNH | CUSIP 91324P102 | | 06/03/2019 | | 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 McNabb, III | | Mgmt | For | For | For |
| | 7 | Elect Valerie C. Montgomery Rice | | Mgmt | For | For | For |
| | 8 | Elect John H. Noseworthy | | Mgmt | For | For | For |
| | 9 | Elect Glenn M. Renwick | | 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 |
| | 14 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | | ShrHoldr | Against | Against | For |
|
|
|
| Verizon Communications Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VZ | CUSIP 92343V104 | | 05/02/2019 | | 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 Vittorio Colao | | Mgmt | For | For | For |
| | 4 | Elect Melanie L. Healey | | Mgmt | For | For | For |
| | 5 | Elect Clarence Otis, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Daniel H. Schulman | | Mgmt | For | Against | Against |
| | 7 | Elect Rodney E. Slater | | Mgmt | For | For | For |
| | 8 | Elect Kathryn A. Tesija | | Mgmt | For | For | For |
| | 9 | Elect Hans Vestberg | | Mgmt | For | For | For |
| | 10 | Elect Gregory G. Weaver | | 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 Executive Deferral Plan | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Report on Online Child Exploitation | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Linking Executive Pay to Cybersecurity | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Vertex Pharmaceuticals Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VRTX | CUSIP 92532F100 | | 06/05/2019 | | 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 Lloyd A. Carney | | Mgmt | For | Against | Against |
| | 3 | Elect Terrence C. Kearney | | Mgmt | For | For | For |
| | 4 | Elect Yuchun Lee | | Mgmt | For | For | For |
| | 5 | Elect Jeffrey M. Leiden | | Mgmt | For | For | For |
| | 6 | Elect Bruce I. Sachs | | Mgmt | For | For | For |
| | 7 | Amendment to the 2013 Stock and Option Plan | | Mgmt | For | For | For |
| | 8 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Shareholder Proposal Regarding Linking Executive Compensation to Drug Pricing | | ShrHoldr | Against | Against | For |
| | 12 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | For | Against |
|
|
|
| Visa Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | V | CUSIP 92826C839 | | 01/29/2019 | | 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 | Against | Against |
| | 2 | Elect Mary B. Cranston | | Mgmt | For | For | For |
| | 3 | Elect Francisco Javier Fernandez-Carbajal | | Mgmt | For | For | For |
| | 4 | Elect Alfred F. Kelly, Jr. | | Mgmt | For | For | For |
| | 5 | Elect John F. Lundgren | | Mgmt | For | For | For |
| | 6 | Elect Robert W. Matschullat | | Mgmt | For | For | For |
| | 7 | Elect Denise M. Morrison | | 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 |
|
|
|
| W.R. Grace & Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GRA | CUSIP 38388F108 | | 05/08/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Julie Fasone Holder | | Mgmt | For | For | For |
| | 2 | Elect Diane H. Gulyas | | Mgmt | For | For | For |
| | 3 | Elect Jeffry N. Quinn | | Mgmt | For | Against | Against |
| | 4 | Elect Henry R. Slack | | Mgmt | For | For | For |
| | 5 | Elect Kathleen G. Reiland | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Walgreens Boots Alliance, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WBA | CUSIP 931427108 | | 01/25/2019 | | 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 Janice M. Babiak | | Mgmt | For | For | For |
| | 3 | Elect David J. Brailer | | Mgmt | For | For | For |
| | 4 | Elect William C. Foote | | Mgmt | For | For | For |
| | 5 | Elect Ginger L. Graham | | Mgmt | For | For | For |
| | 6 | Elect John A. Lederer | | Mgmt | For | For | For |
| | 7 | Elect Dominic P. Murphy | | Mgmt | For | For | For |
| | 8 | Elect Stefano Pessina | | Mgmt | For | For | For |
| | 9 | Elect Leonard D. Schaeffer | | Mgmt | For | For | For |
| | 10 | Elect Nancy M. Schlichting | | Mgmt | For | For | For |
| | 11 | Elect James A. Skinner | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 16 | Shareholder Proposal Regarding Use of GAAP Metrics in Executive Compensation | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Response to Opioid Epidemic | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Right to Call a Special Meeting | | ShrHoldr | Against | Against | For |
|
|
|
| Walmart Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WMT | CUSIP 931142103 | | 06/05/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cesar Conde | | Mgmt | For | For | For |
| | 2 | Elect Stephen J. Easterbrook | | Mgmt | For | For | For |
| | 3 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 4 | Elect Sarah J. Friar | | Mgmt | For | For | For |
| | 5 | Elect Carla A. Harris | | Mgmt | For | For | For |
| | 6 | Elect Thomas W. Horton | | Mgmt | For | For | For |
| | 7 | Elect Marissa A. Mayer | | Mgmt | For | For | For |
| | 8 | Elect C. Douglas McMillon | | Mgmt | For | For | For |
| | 9 | Elect Gregory B. Penner | | Mgmt | For | For | For |
| | 10 | Elect Steven S Reinemund | | Mgmt | For | For | For |
| | 11 | Elect S. Robson Walton | | Mgmt | For | For | For |
| | 12 | Elect Steuart Walton | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Report on Measures Taken to Prevent Sexual Harassment | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Cumulative Voting | | ShrHoldr | Against | Against | For |
|
|
|
| Waste Connections, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WCN | CUSIP 94106B101 | | 05/17/2019 | | 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. Guillet | | 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 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 4 | Board Size | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Diversity Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Wells Fargo & Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WFC | CUSIP 949746101 | | 04/23/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John D. Baker II | | Mgmt | For | For | For |
| | 2 | Elect Celeste A. Clark | | Mgmt | For | For | For |
| | 3 | Elect Theodore F. Craver, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Elizabeth A. Duke | | Mgmt | For | For | For |
| | 5 | Elect Wayne M. Hewett | | Mgmt | For | For | For |
| | 6 | Elect Donald M. James | | Mgmt | For | For | For |
| | 7 | Elect Maria R. Morris | | Mgmt | For | For | For |
| | 8 | Elect Juan A. Pujadas | | Mgmt | For | For | For |
| | 9 | Elect James H. Quigley | | Mgmt | For | For | For |
| | 10 | Elect Ronald L. Sargent | | Mgmt | For | For | For |
| | 11 | Elect C. Allen Parker | | Mgmt | For | For | For |
| | 12 | Elect Suzanne M. Vautrinot | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Amendment to the Long-Term Incentive Compensation Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Incentive Compensation Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Median Gender Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| Wynn Resorts, Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WYNN | CUSIP 983134107 | | 05/07/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Jay L. Johnson | | Mgmt | For | For | For |
| | 1.2 | Elect Margaret J. Myers | | Mgmt | For | For | For |
| | 1.3 | Elect Winifred Markus Webb | | 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 |
|
|
|
| Yum China Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | YUMC | CUSIP 98850P109 | | 05/10/2019 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Fred Hu | | Mgmt | For | For | For |
| | 2 | Elect Joey Wat | | Mgmt | For | For | For |
| | 3 | Elect Micky Pant | | Mgmt | For | For | For |
| | 4 | Elect Peter A. Bassi | | Mgmt | For | For | For |
| | 5 | Elect Christian L. Campbell | | Mgmt | For | For | For |
| | 6 | Elect Ed Yiu-Cheong Chan | | Mgmt | For | For | For |
| | 7 | Elect Edouard Ettedgui | | Mgmt | For | For | For |
| | 8 | Elect Cyril Han | | Mgmt | For | For | For |
| | 9 | Elect Louis T. Hsieh | | Mgmt | For | For | For |
| | 10 | Elect Ruby Lu | | Mgmt | For | For | For |
| | 11 | Elect Zili Shao | | Mgmt | For | For | For |
| | 12 | Elect William Wang | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |