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| Registrant : | Putnam Variable Trust | | | |
| Fund Name : | Putnam VT George Putnam Balanced Fund | | | |
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| Abbott Laboratories | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABT | CUSIP 002824100 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert J. Alpern | | Mgmt | For | For | For |
| | 2 | Elect Claire Babineaux-Fontenot | | Mgmt | For | For | For |
| | 3 | Elect Sally E. Blount | | Mgmt | For | For | For |
| | 4 | Elect Robert B. Ford | | Mgmt | For | For | For |
| | 5 | Elect Paola Gonzalez | | Mgmt | For | For | For |
| | 6 | Elect Michelle A. Kumbier | | Mgmt | For | For | For |
| | 7 | Elect Darren W. McDew | | Mgmt | For | For | For |
| | 8 | Elect Nancy McKinstry | | Mgmt | For | For | For |
| | 9 | Elect Michael G. O'Grady | | Mgmt | For | For | For |
| | 10 | Elect Michael F. Roman | | Mgmt | For | For | For |
| | 11 | Elect Daniel J. Starks | | Mgmt | For | For | For |
| | 12 | Elect John G. Stratton | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | | ShrHoldr | Against | Against | For |
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| AbbVie Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABBV | CUSIP 00287Y109 | | 05/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert J. Alpern | | Mgmt | For | For | For |
| | 2 | Elect Melody B. Meyer | | Mgmt | For | For | For |
| | 3 | Elect Frederick H. Waddell | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
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| Advanced Micro Devices, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMD | CUSIP 007903107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nora M. Denzel | | Mgmt | For | For | For |
| | 2 | Elect D. Mark Durcan | | Mgmt | For | For | For |
| | 3 | Elect Michael P. Gregoire | | Mgmt | For | For | For |
| | 4 | Elect Joseph A. Householder | | Mgmt | For | For | For |
| | 5 | Elect John W. Marren | | Mgmt | For | For | For |
| | 6 | Elect Jon A. Olson | | Mgmt | For | For | For |
| | 7 | Elect Lisa T. Su | | Mgmt | For | For | For |
| | 8 | Elect Abhijit Y. Talwalkar | | Mgmt | For | For | For |
| | 9 | Elect Elizabeth W. Vanderslice | | Mgmt | For | For | For |
| | 10 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
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| Agnico Eagle Mines Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEM | CUSIP 008474108 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Leona Aglukkaq | | Mgmt | For | For | For |
| | 1.2 | Elect Ammar Al-Joundi | | Mgmt | For | For | For |
| | 1.3 | Elect Sean Boyd | | Mgmt | For | For | For |
| | 1.4 | Elect Martine A. Celej | | Mgmt | For | For | For |
| | 1.5 | Elect Robert J. Gemmell | | Mgmt | For | For | For |
| | 1.6 | Elect Jonathan Gill | | Mgmt | For | For | For |
| | 1.7 | Elect Peter Grosskopf | | Mgmt | For | For | For |
| | 1.8 | Elect Elizabeth Lewis-Gray | | Mgmt | For | For | For |
| | 1.9 | Elect Deborah McCombe | | Mgmt | For | For | For |
| | 1.10 | Elect Jeffrey Parr | | Mgmt | For | For | For |
| | 1.11 | Elect J. Merfyn Roberts | | Mgmt | For | For | For |
| | 1.12 | Elect Jamie C. Sokalsky | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| AIA Group Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 1299 | CINS Y002A1105 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Hong Kong | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | For | For |
| | 4 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 5 | Elect Edmund TSE Sze Wing | | Mgmt | For | For | For |
| | 6 | Elect Jack SO Chak Kwong | | Mgmt | For | For | For |
| | 7 | Elect Lawrence LAU Juen-Yee | | 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 | Directors' Fees | | Mgmt | For | For | For |
| | 12 | Amendment to the Share Option Scheme | | Mgmt | For | For | For |
| | 13 | Adoption of Amended Restricted Share Unit Scheme | | Mgmt | For | For | For |
| | 14 | Adoption of the Amended Employee Share Purchase Plan | | Mgmt | For | For | For |
| | 15 | Adoption of the Amended Agency Share Purchase Plan | | Mgmt | For | For | For |
| | 16 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| Alamos Gold Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AGI | CUSIP 011532108 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Elaine Ellingham | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect David Fleck | | Mgmt | For | For | For |
| | 1.3 | Elect David Gower | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Claire Kennedy | | Mgmt | For | For | For |
| | 1.5 | Elect John A. McCluskey | | Mgmt | For | For | For |
| | 1.6 | Elect Monique Mercier | | Mgmt | For | For | For |
| | 1.7 | Elect Paul J. Murphy | | Mgmt | For | For | For |
| | 1.8 | Elect J. Robert S. Prichard | | Mgmt | For | For | For |
| | 1.9 | Elect Shaun A. Usmar | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| Alkermes plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALKS | CUSIP G01767105 | | 06/29/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Management Nominee Emily Peterson Alva | | Mgmt | For | TNA | N/A |
| | 2 | Elect Management Nominee Shane M. Cooke | | Mgmt | For | TNA | N/A |
| | 3 | Elect Management Nominee Richard Gaynor | | Mgmt | For | TNA | N/A |
| | 4 | Elect Management Nominee Cato T. Laurencin | | Mgmt | For | TNA | N/A |
| | 5 | Elect Management Nominee Brian P. McKeon | | Mgmt | For | TNA | N/A |
| | 6 | Elect Management Nominee Richard F. Pops | | Mgmt | For | TNA | N/A |
| | 7 | Elect Management Nominee Christopher I. Wright | | Mgmt | For | TNA | N/A |
| | 8 | Elect Dissident Nominee Patrice Bonfiglio | | ShrHoldr | Withhold | TNA | N/A |
| | 9 | Elect Dissident Nominee Alexander J. Denner | | ShrHoldr | Withhold | TNA | N/A |
| | 10 | Elect Dissident Nominee Sarah J. Schlesinger | | ShrHoldr | Withhold | TNA | N/A |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | TNA | N/A |
| | 12 | Ratification of Auditor | | Mgmt | For | TNA | N/A |
| | 13 | Amendment to the 2018 Stock Option and Incentive Plan | | Mgmt | For | TNA | N/A |
| | 14 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | TNA | N/A |
| | 15 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | TNA | N/A |
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| Alkermes plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALKS | CUSIP G01767105 | | 06/29/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Dissident Nominee Patrice Bonfiglio | | ShrHoldr | N/A | For | N/A |
| | 2 | Elect Dissident Nominee Alexander J. Denner | | ShrHoldr | N/A | For | N/A |
| | 3 | Elect Dissident Nominee Sarah J. Schlesinger | | ShrHoldr | N/A | For | N/A |
| | 4 | Elect Management Nominee Emily Peterson Alva | | Mgmt | N/A | For | N/A |
| | 5 | Elect Management Nominee Cato T. Laurencin | | Mgmt | N/A | For | N/A |
| | 6 | Elect Management Nominee Brian P. McKeon | | Mgmt | N/A | For | N/A |
| | 7 | Elect Management Nominee Christopher I. Wright | | Mgmt | N/A | For | N/A |
| | 8 | Elect Management Nominee Shane M. Cooke | | Mgmt | N/A | Withhold | N/A |
| | 9 | Elect Management Nominee Richard Gaynor | | Mgmt | N/A | Withhold | N/A |
| | 10 | Elect Management Nominee Richard F. Pops | | Mgmt | N/A | Withhold | N/A |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | N/A | For | N/A |
| | 12 | Ratification of Auditor | | Mgmt | N/A | For | N/A |
| | 13 | Amendment to the 2018 Stock Option and Incentive Plan | | Mgmt | N/A | For | N/A |
| | 14 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | N/A | For | N/A |
| | 15 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | N/A | Against | N/A |
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| Alphabet Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GOOGL | CUSIP 02079K305 | | 06/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Larry Page | | Mgmt | For | For | For |
| | 2 | Elect Sergey Brin | | Mgmt | For | For | For |
| | 3 | Elect Sundar Pichai | | Mgmt | For | For | For |
| | 4 | Elect John L. Hennessy | | Mgmt | For | For | For |
| | 5 | Elect Frances H. Arnold | | Mgmt | For | For | For |
| | 6 | Elect R. Martin Chavez | | Mgmt | For | For | For |
| | 7 | Elect L. John Doerr | | Mgmt | For | For | For |
| | 8 | Elect Roger W. Ferguson, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Ann Mather | | Mgmt | For | Against | Against |
| | 10 | Elect K. Ram Shriram | | Mgmt | For | For | For |
| | 11 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Amendment to the 2021 Stock Plan | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Lobbying Activity Alignment with Climate Commitments and the Paris Agreement | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Siting in Countries of Significant Human Rights Concern | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Human Rights Impact Assessment | | ShrHoldr | Against | For | Against |
| | 22 | Shareholder Proposal Regarding Algorithm Disclosures | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Alignment of YouTube Policies With Legislation | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Content Governance Report | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Assessment of Audit and Compliance Committee | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
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| Altria Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MO | CUSIP 02209S103 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ian L.T. Clarke | | Mgmt | For | For | For |
| | 2 | Elect Marjorie M. Connelly | | Mgmt | For | For | For |
| | 3 | Elect R. Matt Davis | | Mgmt | For | For | For |
| | 4 | Elect William F. Gifford, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Jacinto J. Hernandez | | Mgmt | For | For | For |
| | 6 | Elect Debra J. Kelly-Ennis | | Mgmt | For | For | For |
| | 7 | Elect Kathryn B. McQuade | | Mgmt | For | For | For |
| | 8 | Elect George Munoz | | Mgmt | For | For | For |
| | 9 | Elect Nabil Y. Sakkab | | Mgmt | For | For | For |
| | 10 | Elect Virginia E. Shanks | | Mgmt | For | For | For |
| | 11 | Elect Ellen R. Strahlman | | Mgmt | For | For | For |
| | 12 | Elect M. Max Yzaguirre | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Civil Rights Audit | | ShrHoldr | Against | Against | For |
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| Amazon.com, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMZN | CUSIP 023135106 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey P. Bezos | | Mgmt | For | For | For |
| | 2 | Elect Andrew R. Jassy | | Mgmt | For | For | For |
| | 3 | Elect Keith B. Alexander | | Mgmt | For | For | For |
| | 4 | Elect Edith W. Cooper | | Mgmt | For | For | For |
| | 5 | Elect Jamie S. Gorelick | | Mgmt | For | For | For |
| | 6 | Elect Daniel P. Huttenlocher | | Mgmt | For | For | For |
| | 7 | Elect Judith A. McGrath | | Mgmt | For | For | For |
| | 8 | Elect Indra K. Nooyi | | Mgmt | For | For | For |
| | 9 | Elect Jonathan J. Rubinstein | | Mgmt | For | For | For |
| | 10 | Elect Patricia Q. Stonesifer | | Mgmt | For | For | For |
| | 11 | Elect Wendell P. Weeks | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the 1997 Stock Incentive Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Customer Due Diligence | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | | ShrHoldr | Against | Against | For |
| | 29 | Shareholder Proposal Regarding Formation of Public Policy Committee | | ShrHoldr | Against | Against | For |
| | 30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | | ShrHoldr | Against | Against | For |
| | 31 | Shareholder Proposal Regarding Report on Working Conditions | | ShrHoldr | Against | Against | For |
| | 32 | Shareholder Proposal Regarding Report on Plastic Packaging | | ShrHoldr | Against | Against | For |
| | 33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | | ShrHoldr | Against | Against | For |
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| Ameren Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEE | CUSIP 023608102 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Warner L. Baxter | | Mgmt | For | For | For |
| | 2 | Elect Cynthia J. Brinkley | | Mgmt | For | For | For |
| | 3 | Elect Catherine S. Brune | | Mgmt | For | For | For |
| | 4 | Elect J. Edward Coleman | | Mgmt | For | For | For |
| | 5 | Elect Ward H. Dickson | | Mgmt | For | For | For |
| | 6 | Elect Noelle K. Eder | | Mgmt | For | For | For |
| | 7 | Elect Ellen M. Fitzsimmons | | Mgmt | For | For | For |
| | 8 | Elect Rafael Flores | | Mgmt | For | For | For |
| | 9 | Elect Richard J. Harshman | | Mgmt | For | For | For |
| | 10 | Elect Craig S. Ivey | | Mgmt | For | For | For |
| | 11 | Elect James C. Johnson | | Mgmt | For | For | For |
| | 12 | Elect Martin J. Lyons, Jr. | | Mgmt | For | For | For |
| | 13 | Elect Steven H. Lipstein | | Mgmt | For | For | For |
| | 14 | Elect Leo S. Mackay, Jr. | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Revision of Scope 1 and 2 GHG Targets to Align with Paris Agreement | | ShrHoldr | Against | Against | For |
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| American Tower Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMT | CUSIP 03027X100 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas A. Bartlett | | Mgmt | For | For | For |
| | 2 | Elect Kelly C. Chambliss | | Mgmt | For | For | For |
| | 3 | Elect Teresa H. Clarke | | Mgmt | For | For | For |
| | 4 | Elect Raymond P. Dolan | | Mgmt | For | For | For |
| | 5 | Elect Kenneth R. Frank | | Mgmt | For | For | For |
| | 6 | Elect Robert D. Hormats | | Mgmt | For | For | For |
| | 7 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 8 | Elect Craig Macnab | | Mgmt | For | For | For |
| | 9 | Elect JoAnn A. Reed | | Mgmt | For | For | For |
| | 10 | Elect Pamela D.A. Reeve | | Mgmt | For | For | For |
| | 11 | Elect Bruce L. Tanner | | Mgmt | For | For | For |
| | 12 | Elect Samme L. Thompson | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
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| Apollo Global Management, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | APO | CINS 03769M106 | | 10/07/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Marc A. Beilinson | | Mgmt | For | Withhold | Against |
| | 2 | Elect Director Scott Kleinman | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director A.B. Krongard | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Pauline Richards | | Mgmt | For | Withhold | Against |
| | 5 | Elect Director Marc Rowan | | Mgmt | For | Withhold | Against |
| | 6 | Elect Director David Simon | | Mgmt | For | Withhold | Against |
| | 7 | Elect Director Lynn Swann | | Mgmt | For | Withhold | Against |
| | 8 | Elect Director James Zelter | | Mgmt | For | Withhold | Against |
| | 9 | Elect Director James R. Belardi | | Mgmt | For | Withhold | Against |
| | 10 | Elect Director Jessica Bibliowicz | | Mgmt | For | Withhold | Against |
| | 11 | Elect Director Walter (Jay) Clayton, III | | Mgmt | For | Withhold | Against |
| | 12 | Elect Director Michael Ducey | | Mgmt | For | Withhold | Against |
| | 13 | Elect Director Richard Emerson | | Mgmt | For | Withhold | Against |
| | 14 | Elect Director Kerry Murphy Healey | | Mgmt | For | Withhold | Against |
| | 15 | Elect Director Mitra Hormozi | | Mgmt | For | Withhold | Against |
| | 16 | Elect Director Pamela Joyner | | Mgmt | For | Withhold | Against |
| | 17 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
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| Apple Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AAPL | CUSIP 037833100 | | 03/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director James Bell | | Mgmt | For | For | For |
| | 2 | Elect Director Tim Cook | | Mgmt | For | For | For |
| | 3 | Elect Director Al Gore | | Mgmt | For | For | For |
| | 4 | Elect Director Alex Gorsky | | Mgmt | For | For | For |
| | 5 | Elect Director Andrea Jung | | Mgmt | For | For | For |
| | 6 | Elect Director Art Levinson | | Mgmt | For | For | For |
| | 7 | Elect Director Monica Lozano | | Mgmt | For | For | For |
| | 8 | Elect Director Ron Sugar | | Mgmt | For | For | For |
| | 9 | Elect Director Sue Wagner | | Mgmt | For | For | For |
| | 10 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Report on Civil Rights and Non-Discrimination Audit | | ShrHoldr | Against | Against | For |
| | 14 | Report on Operations in Communist China | | ShrHoldr | Against | Against | For |
| | 15 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | | ShrHoldr | Against | Against | For |
| | 16 | Report on Median Gender/Racial Pay Gap | | ShrHoldr | Against | Against | For |
| | 17 | Amend Proxy Access Right | | ShrHoldr | Against | Against | For |
|
|
|
| Applied Materials, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMAT | CUSIP 038222105 | | 03/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Rani Borkar | | Mgmt | For | For | For |
| | 2 | Elect Director Judy Bruner | | Mgmt | For | For | For |
| | 3 | Elect Director Xun (Eric) Chen | | Mgmt | For | For | For |
| | 4 | Elect Director Aart J. de Geus | | Mgmt | For | For | For |
| | 5 | Elect Director Gary E. Dickerson | | Mgmt | For | For | For |
| | 6 | Elect Director Thomas J. Iannotti | | Mgmt | For | For | For |
| | 7 | Elect Director Alexander A. Karsner | | Mgmt | For | For | For |
| | 8 | Elect Director Kevin P. March | | Mgmt | For | For | For |
| | 9 | Elect Director Yvonne McGill | | Mgmt | For | For | For |
| | 10 | Elect Director Scott A. McGregor | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 15 | Improve Executive Compensation Program and Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Aramark | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ARMK | CUSIP 03852U106 | | 02/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Susan M. Cameron | | Mgmt | For | For | For |
| | 2 | Elect Director Greg Creed | | Mgmt | For | For | For |
| | 3 | Elect Director Bridgette P. Heller | | Mgmt | For | For | For |
| | 4 | Elect Director Paul C. Hilal | | Mgmt | For | For | For |
| | 5 | Elect Director Kenneth M. Keverian | | Mgmt | For | For | For |
| | 6 | Elect Director Karen M. King | | Mgmt | For | For | For |
| | 7 | Elect Director Patricia E. Lopez | | Mgmt | For | For | For |
| | 8 | Elect Director Stephen I. Sadove | | Mgmt | For | For | For |
| | 9 | Elect Director Kevin G. Wills | | Mgmt | For | For | For |
| | 10 | Elect Director Arthur B. Winkleblack | | Mgmt | For | For | For |
| | 11 | Elect Director John J. Zillmer | | Mgmt | For | For | For |
| | 12 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
|
|
|
| Ascendis Pharma A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ASND | CUSIP 04351P101 | | 05/30/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Election of Presiding Chair | | Mgmt | For | For | For |
| | 2 | Presentation of Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Accounts and Reports; Ratification of Board and Management Acts | | Mgmt | For | For | For |
| | 4 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 5 | Elect Jan Moller Mikkelsen | | Mgmt | For | For | For |
| | 6 | Elect Lisa Bright | | Mgmt | For | For | For |
| | 7 | Elect William Carl Fairey, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Siham Imani | | Mgmt | For | For | For |
| | 9 | Appointment of Auditor | | Mgmt | For | For | For |
| | 10 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
|
|
|
| Assured Guaranty Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AGO | CUSIP G0585R106 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 Yukiko Omura | | Mgmt | For | For | For |
| | 10 | Elect Lorin P.T. Radtke | | Mgmt | For | For | For |
| | 11 | Elect Courtney C. Shea | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 16 | Elect Robert A. Bailenson | | 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 Darrin Futter | | Mgmt | For | For | For |
| | 22 | Elect Jorge Gana | | Mgmt | For | For | For |
| | 23 | Elect Holly L. Horn | | Mgmt | For | For | For |
| | 24 | Elect Walter A. Scott | | Mgmt | For | For | For |
| | 25 | Ratification of Subsidiary Auditor | | Mgmt | For | For | For |
|
|
|
| Avery Dennison Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AVY | CUSIP 053611109 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Bradley A. Alford | | Mgmt | For | For | For |
| | 2 | Elect Anthony K. Anderson | | Mgmt | For | For | For |
| | 3 | Elect Mitchell R. Butier | | Mgmt | For | For | For |
| | 4 | Elect Ken C. Hicks | | Mgmt | For | For | For |
| | 5 | Elect Andres A. Lopez | | Mgmt | For | For | For |
| | 6 | Elect Francesca Reverberi | | Mgmt | For | For | For |
| | 7 | Elect Patrick T. Siewert | | Mgmt | For | For | For |
| | 8 | Elect Julia A. Stewart | | Mgmt | For | For | For |
| | 9 | Elect Martha N. Sullivan | | Mgmt | For | For | For |
| | 10 | Elect William R. Wagner | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Axa | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CS | CINS F06106102 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 8 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 9 | Accounts and Reports | | Mgmt | For | For | For |
| | 10 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 11 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 12 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 13 | 2022 Remuneration of Denis Duverne, Chair (Until April 28, 2022) | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration of Antoine Gosset-Grainville, Chair (From April 28, 2022) | | Mgmt | For | For | For |
| | 15 | 2022 Remuneration of Thomas Buberl, CEO | | Mgmt | For | Against | Against |
| | 16 | 2023 Remuneration Policy (CEO) | | Mgmt | For | For | For |
| | 17 | 2023 Remuneration Policy (Chair) | | Mgmt | For | For | For |
| | 18 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 19 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 20 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 21 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 23 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 24 | Authority to Issue Shares and Convertible Debt Through Private Placement | | Mgmt | For | For | For |
| | 25 | Authority to Set Offering Price of Shares | | Mgmt | For | For | For |
| | 26 | Authority to Increase Capital in Case of Exchange Offers | | Mgmt | For | For | For |
| | 27 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 28 | Authority to Issue Shares w/o Preemptive Rights in Consideration for Securities Issued by Subsidiaries | | Mgmt | For | For | For |
| | 29 | Authority to Issue Shares w/ Preemptive Rights in Consideration for Securities Issued by Subsidiaries | | Mgmt | For | For | For |
| | 30 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 31 | Stock Purchase Plan for Overseas Employees | | Mgmt | For | For | For |
| | 32 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 33 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
|
|
|
| Bank of America Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAC | CUSIP 060505583 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sharon L. Allen | | Mgmt | For | For | For |
| | 2 | Elect Jose E. Almeida | | Mgmt | For | For | For |
| | 3 | Elect Frank P. Bramble, Sr. | | Mgmt | For | For | For |
| | 4 | Elect Pierre J. P. de Weck | | Mgmt | For | For | For |
| | 5 | Elect Arnold W. Donald | | Mgmt | For | For | For |
| | 6 | Elect Linda P. Hudson | | Mgmt | For | For | For |
| | 7 | Elect Monica C. Lozano | | Mgmt | For | For | For |
| | 8 | Elect Brian T. Moynihan | | Mgmt | For | For | For |
| | 9 | Elect Lionel L. Nowell, III | | Mgmt | For | For | For |
| | 10 | Elect Denise L. Ramos | | Mgmt | For | For | For |
| | 11 | Elect Clayton S. Rose | | Mgmt | For | For | For |
| | 12 | Elect Michael D. White | | Mgmt | For | For | For |
| | 13 | Elect Thomas D. Woods | | Mgmt | For | For | For |
| | 14 | Elect Maria T. Zuber | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Amendment to the Bank of America Corporation Equity Plan | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Absolute GHG Targets and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding a Racial Equity Audit | | ShrHoldr | Against | Against | For |
|
|
|
| Berry Global Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BERY | CUSIP 08579W103 | | 02/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director B. Evan Bayh | | Mgmt | For | For | For |
| | 2 | Elect Director Jonathan F. Foster | | Mgmt | For | For | For |
| | 3 | Elect Director Idalene F. Kesner | | Mgmt | For | For | For |
| | 4 | Elect Director Jill A. Rahman | | Mgmt | For | For | For |
| | 5 | Elect Director Carl J. (Rick) Rickertsen | | Mgmt | For | Against | Against |
| | 6 | Elect Director Thomas E. Salmon | | Mgmt | For | For | For |
| | 7 | Elect Director Chaney M. Sheffield, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Director Robert A. Steele | | Mgmt | For | For | For |
| | 9 | Elect Director Stephen E. Sterrett | | Mgmt | For | For | For |
| | 10 | Elect Director Scott B. Ullem | | Mgmt | For | For | For |
| | 11 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| Biogen Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BIIB | CUSIP 09062X103 | | 06/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alexander J. Denner | | Mgmt | For | For | For |
| | 2 | Elect Caroline D. Dorsa | | Mgmt | For | For | For |
| | 3 | Elect Maria C. Freire | | Mgmt | For | For | For |
| | 4 | Elect William A. Hawkins | | Mgmt | For | For | For |
| | 5 | Elect William D. Jones | | Mgmt | For | For | For |
| | 6 | Elect Jesus B. Mantas | | Mgmt | For | For | For |
| | 7 | Elect Richard C. Mulligan | | Mgmt | For | For | For |
| | 8 | Elect Eric K. Rowinsky | | Mgmt | For | For | For |
| | 9 | Elect Stephen A. Sherwin | | Mgmt | For | For | For |
| | 10 | Elect Christopher A. Viehbacher | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Elect Susan K. Langer | | Mgmt | For | For | For |
|
|
|
| Bio-Rad Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BIO | CUSIP 090572207 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Melinda Litherland | | Mgmt | For | Against | Against |
| | 2 | Elect Arnold A. Pinkston | | Mgmt | For | Against | Against |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
|
|
|
| BJ's Wholesale Club Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BJ | CUSIP 05550J101 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Christopher J. Baldwin | | Mgmt | For | For | For |
| | 1.2 | Elect Darryl Brown | | Mgmt | For | For | For |
| | 1.3 | Elect Bob Eddy | | Mgmt | For | For | For |
| | 1.4 | Elect Michelle Gloeckler | | Mgmt | For | For | For |
| | 1.5 | Elect Maile Naylor | | Mgmt | For | For | For |
| | 1.6 | Elect Ken Parent | | Mgmt | For | For | For |
| | 1.7 | Elect Christopher H. Peterson | | Mgmt | For | For | For |
| | 1.8 | Elect Robert A. Steele | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Booking Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BKNG | CUSIP 09857L108 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Glenn D. Fogel | | Mgmt | For | For | For |
| | 1.2 | Elect Mirian M. Graddick-Weir | | Mgmt | For | For | For |
| | 1.3 | Elect Wei Hopeman | | Mgmt | For | For | For |
| | 1.4 | Elect Robert J. Mylod Jr. | | Mgmt | For | For | For |
| | 1.5 | Elect Charles H. Noski | | Mgmt | For | For | For |
| | 1.6 | Elect JosephLarry Quinlan | | Mgmt | For | For | For |
| | 1.7 | Elect Nicholas J. Read | | Mgmt | For | For | For |
| | 1.8 | Elect Thomas E. Rothman | | Mgmt | For | For | For |
| | 1.9 | Elect Sumit Singh | | Mgmt | For | For | For |
| | 1.10 | Elect Lynn M. Vojvodich Radakovich | | Mgmt | For | For | For |
| | 1.11 | Elect Vanessa A. Wittman | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Booz Allen Hamilton Holding Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAH | CINS 099502106 | | 07/27/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Provide Right to Call Special Meeting | | Mgmt | For | For | For |
| | 4 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | | ShrHoldr | Against | Against | For |
| | 5 | Elect Director Horacio D. Rozanski | | Mgmt | For | For | For |
| | 6 | Elect Director Mark E. Gaumond | | Mgmt | For | For | For |
| | 7 | Elect Director Gretchen W. McClain | | Mgmt | For | For | For |
| | 8 | Elect Director Melody C. Barnes | | Mgmt | For | For | For |
| | 9 | Elect Director Ellen Jewett | | Mgmt | For | For | For |
| | 10 | Elect Director Arthur E. Johnson | | Mgmt | For | For | For |
| | 11 | Elect Director Charles O. Rossotti | | Mgmt | For | For | For |
|
|
|
| Boston Scientific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BSX | CUSIP 101137107 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 Edward J. Ludwig | | Mgmt | For | For | For |
| | 5 | Elect Michael F. Mahoney | | Mgmt | For | For | For |
| | 6 | Elect David J. Roux | | Mgmt | For | For | For |
| | 7 | Elect John E. Sununu | | Mgmt | For | For | For |
| | 8 | Elect David S. Wichmann | | Mgmt | For | For | For |
| | 9 | Elect Ellen M. Zane | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| BP plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BP. | CINS G12793108 | | 04/27/2023 | | 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 | | Mgmt | For | Against | Against |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Elect Helge Lund | | Mgmt | For | For | For |
| | 5 | Elect Bernard Looney | | Mgmt | For | For | For |
| | 6 | Elect Murray Auchincloss | | Mgmt | For | For | For |
| | 7 | Elect Paula Rosput Reynolds | | Mgmt | For | For | For |
| | 8 | Elect Melody B. Meyer | | Mgmt | For | For | For |
| | 9 | Elect Tushar Morzaria | | Mgmt | For | For | For |
| | 10 | Elect Sir John Sawers | | Mgmt | For | For | For |
| | 11 | Elect Pamela Daley | | Mgmt | For | For | For |
| | 12 | Elect Karen A. Richardson | | Mgmt | For | For | For |
| | 13 | Elect Johannes Teyssen | | Mgmt | For | For | For |
| | 14 | Elect Amanda J. Blanc | | Mgmt | For | For | For |
| | 15 | Elect Satish Pai | | Mgmt | For | For | For |
| | 16 | Elect Hina Nagarajan | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 23 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 24 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 25 | Shareholder Proposal Regarding Reporting and Reducing Greenhouse Gas Emissions | | ShrHoldr | Against | Against | For |
|
|
|
| CAE Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CAE | CINS 124765108 | | 08/10/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Ayman Antoun | | Mgmt | For | For | For |
| | 2 | Elect Director David G. Perkins | | Mgmt | For | For | For |
| | 3 | Elect Director Michael E. Roach | | Mgmt | For | For | For |
| | 4 | Elect Director Patrick M. Shanahan | | Mgmt | For | For | For |
| | 5 | Elect Director Andrew J. Stevens | | Mgmt | For | For | For |
| | 6 | Elect Director Margaret S. (Peg) Billson | | Mgmt | For | For | For |
| | 7 | Elect Director Elise Eberwein | | Mgmt | For | For | For |
| | 8 | Elect Director Michael M. Fortier | | Mgmt | For | For | For |
| | 9 | Elect Director Marianne Harrison | | Mgmt | For | For | For |
| | 10 | Elect Director Alan N. MacGibbon | | Mgmt | For | For | For |
| | 11 | Elect Director Mary Lou Maher | | Mgmt | For | For | For |
| | 12 | Elect Director Francois Olivier | | Mgmt | For | For | For |
| | 13 | Elect Director Marc Parent | | Mgmt | For | For | For |
| | 14 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation Approach | | Mgmt | For | For | For |
|
|
|
| CarMax, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KMX | CUSIP 143130102 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter J. Bensen | | Mgmt | For | For | For |
| | 2 | Elect Ronald E. Blaylock | | Mgmt | For | For | For |
| | 3 | Elect Sona Chawla | | Mgmt | For | For | For |
| | 4 | Elect Thomas J. Folliard | | Mgmt | For | For | For |
| | 5 | Elect Shira D. Goodman | | Mgmt | For | For | For |
| | 6 | Elect David W. McCreight | | Mgmt | For | For | For |
| | 7 | Elect William D. Nash | | Mgmt | For | For | For |
| | 8 | Elect Mark F. O'Neil | | Mgmt | For | For | For |
| | 9 | Elect Pietro Satriano | | Mgmt | For | For | For |
| | 10 | Elect Marcella Shinder | | Mgmt | For | For | For |
| | 11 | Elect Mitchell D. Steenrod | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the 2022 Stock Incentive Plan | | Mgmt | For | For | For |
|
|
|
| CDW Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CDW | CUSIP 12514G108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Virginia Addicott | | Mgmt | For | For | For |
| | 2 | Elect James A. Bell | | Mgmt | For | For | For |
| | 3 | Elect Lynda M. Clarizio | | Mgmt | For | For | For |
| | 4 | Elect Anthony R. Foxx | | Mgmt | For | For | For |
| | 5 | Elect Marc E. Jones | | Mgmt | For | For | For |
| | 6 | Elect Christine A. Leahy | | Mgmt | For | For | For |
| | 7 | Elect Sanjay Mehrotra | | Mgmt | For | For | For |
| | 8 | Elect David W. Nelms | | Mgmt | For | For | For |
| | 9 | Elect Joseph R. Swedish | | Mgmt | For | For | For |
| | 10 | Elect Donna F. Zarcone | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Allow Shareholders the Right to Call Special Meetings | | Mgmt | For | For | For |
| | 15 | Amendment to Articles Regarding Officer Exculpation | | Mgmt | For | For | For |
|
|
|
| Cenovus Energy Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CVE | CUSIP 15135U109 | | 04/26/2023 | | 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 | Elect Keith M. Casey | | Mgmt | For | For | For |
| | 3 | Elect Canning K.N. Fok | | Mgmt | For | For | For |
| | 4 | Elect Jane E. Kinney | | Mgmt | For | For | For |
| | 5 | Elect Harold N. Kvisle | | Mgmt | For | For | For |
| | 6 | Elect Eva L. Kwok | | Mgmt | For | For | For |
| | 7 | Elect Melanie A. Little | | Mgmt | For | For | For |
| | 8 | Elect Richard J. Marcogliese | | Mgmt | For | For | For |
| | 9 | Elect Jonathan M. McKenzie | | Mgmt | For | For | For |
| | 10 | Elect Claude Mongeau | | Mgmt | For | For | For |
| | 11 | Elect Alexander J. Pourbaix | | Mgmt | For | For | For |
| | 12 | Elect Wayne E. Shaw | | Mgmt | For | For | For |
| | 13 | Elect Frank J. Sixt | | Mgmt | For | For | For |
| | 14 | Elect Rhonda I. Zygocki | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net Zero Goal | | ShrHoldr | For | For | For |
|
|
|
| Charter Communications, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CHTR | CUSIP 16119P108 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| Chipotle Mexican Grill, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMG | CUSIP 169656105 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Albert S. Baldocchi | | Mgmt | For | For | For |
| | 2 | Elect Matthew Carey | | Mgmt | For | For | For |
| | 3 | Elect Gregg L. Engles | | Mgmt | For | For | For |
| | 4 | Elect Patricia D. Fili-Krushel | | Mgmt | For | For | For |
| | 5 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 6 | Elect Robin Hickenlooper | | Mgmt | For | For | For |
| | 7 | Elect Scott H. Maw | | Mgmt | For | For | For |
| | 8 | Elect Brian Niccol | | Mgmt | For | For | For |
| | 9 | Elect Mary A. Winston | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | Against | For |
|
|
|
| Citigroup Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | C | CUSIP 172967424 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ellen M. Costello | | Mgmt | For | For | For |
| | 2 | Elect Grace E. Dailey | | Mgmt | For | For | For |
| | 3 | Elect Barbara J. Desoer | | Mgmt | For | For | For |
| | 4 | Elect John C. Dugan | | Mgmt | For | For | For |
| | 5 | Elect Jane N. Fraser | | Mgmt | For | For | For |
| | 6 | Elect Duncan P. Hennes | | Mgmt | For | For | For |
| | 7 | Elect Peter B. Henry | | Mgmt | For | For | For |
| | 8 | Elect S. Leslie Ireland | | Mgmt | For | For | For |
| | 9 | Elect Renee J. James | | Mgmt | For | For | For |
| | 10 | Elect Gary M. Reiner | | Mgmt | For | For | For |
| | 11 | Elect Diana L. Taylor | | Mgmt | For | For | For |
| | 12 | Elect James S. Turley | | Mgmt | For | For | For |
| | 13 | Elect Casper W. von Koskull | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Amendment to the 2019 Stock Incentive Plan | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Human Rights Standards for Indigenous Peoples | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
|
|
|
| ConocoPhillips | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COP | CUSIP 20825C104 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Dennis Victor Arriola | | Mgmt | For | For | For |
| | 2 | Elect Jody L. Freeman | | Mgmt | For | For | For |
| | 3 | Elect Gay Huey Evans | | Mgmt | For | For | For |
| | 4 | Elect Jeffrey A. Joerres | | Mgmt | For | For | For |
| | 5 | Elect Ryan M. Lance | | Mgmt | For | For | For |
| | 6 | Elect Timothy A. Leach | | Mgmt | For | For | For |
| | 7 | Elect William H. McRaven | | Mgmt | For | For | For |
| | 8 | Elect Sharmila Mulligan | | Mgmt | For | For | For |
| | 9 | Elect Eric D. Mullins | | Mgmt | For | For | For |
| | 10 | Elect Arjun N. Murti | | Mgmt | For | For | For |
| | 11 | Elect Robert A. Niblock | | Mgmt | For | For | For |
| | 12 | Elect David T. Seaton | | Mgmt | For | For | For |
| | 13 | Elect R. A. Walker | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 17 | Permit Shareholders to Call Special Meetings | | Mgmt | For | For | For |
| | 18 | Approval of the 2023 Omnibus Stock and Performance Incentive Plan | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| Constellation Brands, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STZ | CINS 21036P108 | | 07/19/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jennifer M. Daniels | | Mgmt | For | Withhold | Against |
| | 2 | Elect Director Jeremy S. G. Fowden | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director Jose Manuel Madero Garza | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Daniel J. McCarthy | | Mgmt | For | Withhold | Against |
| | 5 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| Constellation Brands, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STZ | CINS 21036P108 | | 11/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Amend Charter | | Mgmt | For | For | For |
| | 2 | Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Constellation Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CEG | CUSIP 21037T109 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Joseph Dominguez | | Mgmt | For | For | For |
| | 1.2 | Elect Julie Holzrichter | | Mgmt | For | For | For |
| | 1.3 | Elect Ashish Khandpur | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Corteva, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CTVA | CUSIP 22052L104 | | 04/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lamberto Andreotti | | Mgmt | For | For | For |
| | 2 | Elect Klaus A. Engel | | Mgmt | For | For | For |
| | 3 | Elect David C. Everitt | | Mgmt | For | For | For |
| | 4 | Elect Janet Plaut Giesselman | | Mgmt | For | For | For |
| | 5 | Elect Karen H. Grimes | | Mgmt | For | For | For |
| | 6 | Elect Michael O. Johanns | | Mgmt | For | For | For |
| | 7 | Elect Rebecca B. Liebert | | Mgmt | For | For | For |
| | 8 | Elect Marcos Marinho Lutz | | Mgmt | For | For | For |
| | 9 | Elect Charles V. Magro | | Mgmt | For | For | For |
| | 10 | Elect Nayaki R. Nayyar | | Mgmt | For | For | For |
| | 11 | Elect Gregory R. Page | | Mgmt | For | For | For |
| | 12 | Elect Kerry J. Preete | | Mgmt | For | For | For |
| | 13 | Elect Patrick J. Ward | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Costco Wholesale Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COST | CUSIP 22160K105 | | 01/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Susan L. Decker | | Mgmt | For | For | For |
| | 2 | Elect Director Kenneth D. Denman | | Mgmt | For | For | For |
| | 3 | Elect Director Richard A. Galanti | | Mgmt | For | For | For |
| | 4 | Elect Director Hamilton E. James | | Mgmt | For | For | For |
| | 5 | Elect Director W. Craig Jelinek | | Mgmt | For | For | For |
| | 6 | Elect Director Sally Jewell | | Mgmt | For | For | For |
| | 7 | Elect Director Charles T. Munger | | Mgmt | For | For | For |
| | 8 | Elect Director Jeffrey S. Raikes | | Mgmt | For | For | For |
| | 9 | Elect Director John W. Stanton | | Mgmt | For | For | For |
| | 10 | Elect Director Ron M. Vachris | | Mgmt | For | For | For |
| | 11 | Elect Director Mary Agnes (Maggie) Wilderotter | | Mgmt | For | For | For |
| | 12 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Report on Risk Due to Restrictions on Reproductive Rights | | ShrHoldr | Against | Against | For |
|
|
|
| CRH Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRH | CUSIP 12626K203 | | 04/27/2023 | | 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 | Final Dividend | | Mgmt | For | For | For |
| | 3 | Remuneration Report | | Mgmt | For | For | For |
| | 4 | Elect Richard Boucher | | Mgmt | For | For | For |
| | 5 | Elect Caroline Dowling | | Mgmt | For | For | For |
| | 6 | Elect Richard H. Fearon | | Mgmt | For | For | For |
| | 7 | Elect Johan Karlstrom | | Mgmt | For | For | For |
| | 8 | Elect Shaun Kelly | | Mgmt | For | For | For |
| | 9 | Elect Badar Khan | | Mgmt | For | For | For |
| | 10 | Elect H. Lamar McKay | | Mgmt | For | For | For |
| | 11 | Elect Albert Manifold | | Mgmt | For | For | For |
| | 12 | Elect Jim Mintern | | Mgmt | For | For | For |
| | 13 | Elect Gillian L. Platt | | Mgmt | For | For | For |
| | 14 | Elect Mary K. Rhinehart | | Mgmt | For | For | For |
| | 15 | Elect Siobhan Talbot | | Mgmt | For | For | For |
| | 16 | Elect Christina Verchere | | Mgmt | For | For | For |
| | 17 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 18 | Appointment of Auditor | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Authority to Set Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
|
|
|
| CRH Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRH | CUSIP 12626K203 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Scheme of Arrangement (Settlement System Migration) | | Mgmt | For | For | For |
| | 2 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
| | 3 | Change of Listing | | Mgmt | For | For | For |
| | 4 | Adoption of New Articles | | Mgmt | For | For | For |
| | 5 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 6 | Authority to Set Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 7 | Amendments to Articles (Share Redemption) | | Mgmt | For | For | For |
|
|
|
| CSX Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CSX | CUSIP 126408103 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Donna M. Alvarado | | Mgmt | For | For | For |
| | 2 | Elect Thomas P. Bostick | | Mgmt | For | For | For |
| | 3 | Elect Steven T. Halverson | | Mgmt | For | For | For |
| | 4 | Elect Paul C. Hilal | | Mgmt | For | For | For |
| | 5 | Elect Joseph R. Hinrichs | | Mgmt | For | For | For |
| | 6 | Elect David M. Moffett | | Mgmt | For | For | For |
| | 7 | Elect Linda H. Riefler | | Mgmt | For | For | For |
| | 8 | Elect Suzanne M. Vautrinot | | Mgmt | For | For | For |
| | 9 | Elect James L. Wainscott | | Mgmt | For | For | For |
| | 10 | Elect J. Steven Whisler | | Mgmt | For | For | For |
| | 11 | Elect John J. Zillmer | | Mgmt | For | Against | Against |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Danaher Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DHR | CUSIP 235851102 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Rainer M. Blair | | Mgmt | For | For | For |
| | 2 | Elect Feroz Dewan | | Mgmt | For | For | For |
| | 3 | Elect Linda P. Hefner Filler | | Mgmt | For | For | For |
| | 4 | Elect Teri L. List | | Mgmt | For | For | For |
| | 5 | Elect Walter G. Lohr, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Jessica L. Mega | | Mgmt | For | For | For |
| | 7 | Elect Mitchell P. Rales | | Mgmt | For | For | For |
| | 8 | Elect Steven M. Rales | | Mgmt | For | For | For |
| | 9 | Elect Pardis C. Sabeti | | Mgmt | For | For | For |
| | 10 | Elect A. Shane Sanders | | Mgmt | For | For | For |
| | 11 | Elect John T. Schwieters | | Mgmt | For | For | For |
| | 12 | Elect Alan G. Spoon | | Mgmt | For | For | For |
| | 13 | Elect Raymond C. Stevens | | Mgmt | For | For | For |
| | 14 | Elect Elias A. Zerhouni | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
|
|
|
| Deere & Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DE | CUSIP 244199105 | | 02/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Leanne G. Caret | | Mgmt | For | For | For |
| | 2 | Elect Director Tamra A. Erwin | | Mgmt | For | For | For |
| | 3 | Elect Director Alan C. Heuberger | | Mgmt | For | For | For |
| | 4 | Elect Director Charles O. Holliday, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Director Michael O. Johanns | | Mgmt | For | For | For |
| | 6 | Elect Director Clayton M. Jones | | Mgmt | For | For | For |
| | 7 | Elect Director John C. May | | Mgmt | For | For | For |
| | 8 | Elect Director Gregory R. Page | | Mgmt | For | For | For |
| | 9 | Elect Director Sherry M. Smith | | Mgmt | For | For | For |
| | 10 | Elect Director Dmitri L. Stockton | | Mgmt | For | For | For |
| | 11 | Elect Director Sheila G. Talton | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | ShrHoldr | Against | Against | For |
|
|
|
| DexCom, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DXCM | CUSIP 252131107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Steven R. Altman | | Mgmt | For | For | For |
| | 2 | Elect Richard A. Collins | | Mgmt | For | For | For |
| | 3 | Elect Karen M. Dahut | | Mgmt | For | For | For |
| | 4 | Elect Mark G. Foletta | | Mgmt | For | For | For |
| | 5 | Elect Barbara E. Kahn | | Mgmt | For | For | For |
| | 6 | Elect Kyle Malady | | Mgmt | For | For | For |
| | 7 | Elect Eric Topol | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| Diamond Offshore Drilling, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DO | CUSIP 25271C201 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Patrice Douglas | | Mgmt | For | For | For |
| | 2 | Elect Neal P. Goldman | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Repeal of Classified Board | | Mgmt | For | For | For |
|
|
|
| DuPont de Nemours, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DD | CUSIP 26614N102 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Amy G. Brady | | Mgmt | For | For | For |
| | 2 | Elect Edward D. Breen | | Mgmt | For | For | For |
| | 3 | Elect Ruby R. Chandy | | Mgmt | For | For | For |
| | 4 | Elect Terrence R. Curtin | | Mgmt | For | For | For |
| | 5 | Elect Alexander M. Cutler | | Mgmt | For | For | For |
| | 6 | Elect Eleuthere I. du Pont | | Mgmt | For | For | For |
| | 7 | Elect Kristina M. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Luther C. Kissam IV | | Mgmt | For | For | For |
| | 9 | Elect Frederick M. Lowery | | Mgmt | For | For | For |
| | 10 | Elect Raymond J. Milchovich | | Mgmt | For | For | For |
| | 11 | Elect Deanna M. Mulligan | | Mgmt | For | For | For |
| | 12 | Elect Steven M. Sterin | | 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 Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Eastman Chemical Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EMN | CUSIP 277432100 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Humberto P. Alfonso | | Mgmt | For | For | For |
| | 2 | Elect Brett D. Begemann | | Mgmt | For | For | For |
| | 3 | Elect Eric L. Butler | | Mgmt | For | For | For |
| | 4 | Elect Mark J. Costa | | Mgmt | For | For | For |
| | 5 | Elect Edward L. Doheny II | | Mgmt | For | For | For |
| | 6 | Elect Linnie M. Haynesworth | | Mgmt | For | For | For |
| | 7 | Elect Julie Fasone Holder | | Mgmt | For | For | For |
| | 8 | Elect Renee J. Hornbaker | | Mgmt | For | For | For |
| | 9 | Elect Kim Ann Mink | | Mgmt | For | For | For |
| | 10 | Elect James J. O'Brien | | Mgmt | For | For | For |
| | 11 | Elect David W. Raisbeck | | Mgmt | For | For | For |
| | 12 | Elect Charles K. Stevens III | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Elevance Health, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ELV | CUSIP 036752103 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gail K. Boudreaux | | Mgmt | For | For | For |
| | 2 | Elect R. Kerry Clark | | Mgmt | For | For | For |
| | 3 | Elect Robert L. Dixon, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Deanna Strable-Soethout | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Eli Lilly and Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LLY | CUSIP 532457108 | | 05/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William G. Kaelin, Jr. | | Mgmt | For | For | For |
| | 2 | Elect David A. Ricks | | Mgmt | For | For | For |
| | 3 | Elect Marschall S. Runge | | Mgmt | For | For | For |
| | 4 | Elect Karen Walker | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 9 | Elimination of Supermajority Requirements | | Mgmt | For | For | For |
| | 10 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Emerson Electric Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EMR | CUSIP 291011104 | | 02/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Martin S. Craighead | | Mgmt | For | For | For |
| | 2 | Elect Director Gloria A. Flach | | Mgmt | For | For | For |
| | 3 | Elect Director Matthew S. Levatich | | Mgmt | For | For | For |
| | 4 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Exelon Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EXC | CUSIP 30161N101 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Anthony K. Anderson | | Mgmt | For | For | For |
| | 2 | Elect W. Paul Bowers | | Mgmt | For | For | For |
| | 3 | Elect Calvin G. Butler, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Marjorie Rodgers Cheshire | | Mgmt | For | For | For |
| | 5 | Elect Linda P. Jojo | | Mgmt | For | For | For |
| | 6 | Elect Charisse Lillie | | Mgmt | For | For | For |
| | 7 | Elect Matthew Rogers | | Mgmt | For | For | For |
| | 8 | Elect John F. Young | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Exxon Mobil Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | XOM | CUSIP 30231G102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael J. Angelakis | | Mgmt | For | For | For |
| | 2 | Elect Susan K. Avery | | Mgmt | For | For | For |
| | 3 | Elect Angela F. Braly | | Mgmt | For | For | For |
| | 4 | Elect Gregory J. Goff | | Mgmt | For | For | For |
| | 5 | Elect John D. Harris II | | Mgmt | For | For | For |
| | 6 | Elect Kaisa H. Hietala | | Mgmt | For | For | For |
| | 7 | Elect Joseph L. Hooley | | Mgmt | For | For | For |
| | 8 | Elect Steven A. Kandarian | | Mgmt | For | For | For |
| | 9 | Elect Alexander A. Karsner | | Mgmt | For | For | For |
| | 10 | Elect Lawrence W. Kellner | | Mgmt | For | For | For |
| | 11 | Elect Jeffrey W. Ubben | | Mgmt | For | For | For |
| | 12 | Elect Darren W. Woods | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Carbon Capture and Storage | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Methane Emission Disclosures | | ShrHoldr | Against | For | Against |
| | 20 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Guyanese Operations | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Recalculated Emissions Baseline | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Addressing Virgin Plastic Demand | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Environmental Litigation | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Report on Exploration and Production in the Arctic Refuge | | ShrHoldr | Against | Against | For |
|
|
|
| Gaming And Leisure Properties, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GLPI | CUSIP 36467J108 | | 06/15/2023 | | 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 JoAnne A. Epps | | Mgmt | For | For | For |
| | 3 | Elect Carol Lynton | | Mgmt | For | For | For |
| | 4 | Elect Joseph W. Marshall, III | | Mgmt | For | For | For |
| | 5 | Elect James B. Perry | | Mgmt | For | For | For |
| | 6 | Elect Barry F. Schwartz | | Mgmt | For | For | For |
| | 7 | Elect Earl C. Shanks | | Mgmt | For | For | For |
| | 8 | Elect E. Scott Urdang | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| GE HealthCare Technologies Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GEHC | CUSIP 36266G107 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter J. Arduini | | Mgmt | For | For | For |
| | 2 | Elect H. Lawrence Culp, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Rodney F. Hochman | | Mgmt | For | For | For |
| | 4 | Elect Lloyd W. Howell, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 6 | Elect Catherine Lesjak | | Mgmt | For | For | For |
| | 7 | Elect Anne T. Madden | | Mgmt | For | For | For |
| | 8 | Elect Tomislav Mihaljevic | | Mgmt | For | For | For |
| | 9 | Elect William J. Stromberg | | Mgmt | For | For | For |
| | 10 | Elect Phoebe L. Yang | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| General Electric Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GE | CUSIP 369604301 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Stephen F. Angel | | Mgmt | For | For | For |
| | 2 | Elect Sebastien Bazin | | Mgmt | For | For | For |
| | 3 | Elect H. Lawrence Culp, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Edward Garden | | Mgmt | For | For | For |
| | 5 | Elect Isabella D. Goren | | Mgmt | For | For | For |
| | 6 | Elect Thomas Horton | | Mgmt | For | For | For |
| | 7 | Elect Catherine Lesjak | | Mgmt | For | For | For |
| | 8 | Elect Darren W. McDew | | Mgmt | For | For | For |
| | 9 | Elect Paula Rosput Reynolds | | Mgmt | For | For | For |
| | 10 | Elect Jessica Uhl | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 15 | Shareholder Proposal Regarding Sale of Company | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Audited Report of Net Zero 2050 Goal | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Audited Report on Net Zero Emissions by 2050 Scenario Analysis | | ShrHoldr | Against | Against | For |
|
|
|
| General Motors Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GM | CUSIP 37045V100 | | 06/20/2023 | | 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 Aneel Bhusri | | Mgmt | For | For | For |
| | 3 | Elect Wesley G. Bush | | Mgmt | For | For | For |
| | 4 | Elect Joanne C. Crevoiserat | | Mgmt | For | For | For |
| | 5 | Elect Linda R. Gooden | | Mgmt | For | For | For |
| | 6 | Elect Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Jonathan McNeill | | Mgmt | For | For | For |
| | 8 | Elect Judith A. Miscik | | Mgmt | For | Against | Against |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Thomas M. Schoewe | | Mgmt | For | For | For |
| | 11 | Elect Mark A. Tatum | | Mgmt | For | For | For |
| | 12 | Elect Jan E. Tighe | | Mgmt | For | For | For |
| | 13 | Elect Devin N. Wenig | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Amendment to the 2020 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Procurement Targets for Sustainable Materials in Supply Chain | | ShrHoldr | Against | Against | For |
|
|
|
| Glencore plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GLEN | CINS G39420107 | | 05/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Jersey | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Cash Distribution (Reduction in Share Premium Account) | | Mgmt | For | For | For |
| | 4 | Elect Kalidas V. Madhavpeddi | | Mgmt | For | For | For |
| | 5 | Elect Gary Nagle | | Mgmt | For | For | For |
| | 6 | Elect Peter R. Coates | | Mgmt | For | For | For |
| | 7 | Elect Martin J. Gilbert | | Mgmt | For | For | For |
| | 8 | Elect Gill Marcus | | Mgmt | For | For | For |
| | 9 | Elect Cynthia B. Carroll | | Mgmt | For | For | For |
| | 10 | Elect David Wormsley | | Mgmt | For | For | For |
| | 11 | Elect Liz Hewitt | | Mgmt | For | For | For |
| | 12 | Appointment of Auditor | | Mgmt | For | For | For |
| | 13 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 14 | Opinion on the Companys Climate Report | | Mgmt | For | For | For |
| | 15 | Remuneration Report | | Mgmt | For | For | For |
| | 16 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 17 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 19 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 20 | Shareholder Proposal Regarding Climate Action Transition Plan at 2024 AGM | | ShrHoldr | Against | Against | For |
|
|
|
| Hertz Global Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HTZ | CUSIP 42806J700 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jennifer Feikin | | Mgmt | For | For | For |
| | 2 | Elect Mark Fields | | Mgmt | For | For | For |
| | 3 | Elect Evelina Vougessis Machas | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Hilton Worldwide Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HLT | CUSIP 43300A203 | | 05/18/2023 | | 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 Chris Carr | | Mgmt | For | For | For |
| | 5 | Elect Melanie L. Healey | | Mgmt | For | For | For |
| | 6 | Elect Raymond E. Mabus, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Judith A. McHale | | Mgmt | For | For | For |
| | 8 | Elect Elizabeth A. Smith | | Mgmt | For | For | For |
| | 9 | Elect Douglas M. Steenland | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Honeywell International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HON | CUSIP 438516106 | | 05/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 D. Scott Davis | | Mgmt | For | For | For |
| | 6 | Elect Deborah Flint | | Mgmt | For | For | For |
| | 7 | Elect Vimal Kapur | | Mgmt | For | For | For |
| | 8 | Elect Rose Lee | | Mgmt | For | For | For |
| | 9 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 10 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 11 | Elect Robin Watson | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Environmental and Health Impact Report | | ShrHoldr | Against | Against | For |
|
|
|
| Humana Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HUM | ISIN US4448591028 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Raquel C. Bono | | Mgmt | For | For | For |
| | 2 | Elect Bruce Broussard | | Mgmt | For | For | For |
| | 3 | Elect Frank A. D'Amelio | | Mgmt | For | For | For |
| | 4 | Elect David T. Feinberg | | Mgmt | For | For | For |
| | 5 | Elect Wayne A.I. Frederick | | Mgmt | For | For | For |
| | 6 | Elect John W. Garratt | | Mgmt | For | For | For |
| | 7 | Elect Kurt J. Hilzinger | | Mgmt | For | For | For |
| | 8 | Elect Karen W. Katz | | Mgmt | For | For | For |
| | 9 | Elect Marcy S. Klevorn | | Mgmt | For | For | For |
| | 10 | Elect William J. McDonald | | Mgmt | For | For | For |
| | 11 | Elect Jorge S. Mesquita | | Mgmt | For | For | For |
| | 12 | Elect Brad D. Smith | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Idexx Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IDXX | CUSIP 45168D104 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Daniel M. Junius | | Mgmt | For | For | For |
| | 2 | Elect Lawrence D. Kingsley | | Mgmt | For | For | For |
| | 3 | Elect Sophie V. Vandebroek | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Illumina, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ILMN | CUSIP 452327109 | | 05/25/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Management Nominee Frances Arnold | | Mgmt | For | TNA | N/A |
| | 2 | Elect Management Nominee Francis A. deSouza | | Mgmt | For | TNA | N/A |
| | 3 | Elect Management Nominee Caroline D. Dorsa | | Mgmt | For | TNA | N/A |
| | 4 | Elect Management Nominee Robert S. Epstein | | Mgmt | For | TNA | N/A |
| | 5 | Elect Management Nominee Scott Gottlieb | | Mgmt | For | TNA | N/A |
| | 6 | Elect Management Nominee Gary S. Guthart | | Mgmt | For | TNA | N/A |
| | 7 | Elect Management Nominee Philip W. Schiller | | Mgmt | For | TNA | N/A |
| | 8 | Elect Management Nominee Susan E. Siegel | | Mgmt | For | TNA | N/A |
| | 9 | Elect Management Nominee John W. Thompson | | Mgmt | For | TNA | N/A |
| | 10 | Elect Icahn Nominee Vincent J. Intrieri | | ShrHoldr | Withhold | TNA | N/A |
| | 11 | Elect Icahn Nominee Jesse A. Lynn | | ShrHoldr | Withhold | TNA | N/A |
| | 12 | Elect Icahn Nominee Andrew J. Teno | | ShrHoldr | Withhold | TNA | N/A |
| | 13 | Ratification of Auditor | | Mgmt | For | TNA | N/A |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | TNA | N/A |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | TNA | Against |
| | 16 | Amendment to the 2015 Stock and Incentive Plan | | Mgmt | For | TNA | N/A |
|
|
|
| Illumina, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ILMN | CUSIP 452327109 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Icahn Nominee Vincent J. Intrieri | | ShrHoldr | N/A | For | N/A |
| | 2 | Elect Icahn Nominee Jesse A. Lynn | | ShrHoldr | N/A | For | N/A |
| | 3 | Elect Icahn Nominee Andrew J. Teno | | ShrHoldr | N/A | For | N/A |
| | 4 | Elect Management Nominee Frances Arnold | | Mgmt | N/A | Withhold | N/A |
| | 5 | Elect Management Nominee Caroline D. Dorsa | | Mgmt | N/A | Withhold | N/A |
| | 6 | Elect Management Nominee Scott Gottlieb | | Mgmt | N/A | Withhold | N/A |
| | 7 | Elect Management Nominee Gary S. Guthart | | Mgmt | N/A | Withhold | N/A |
| | 8 | Elect Management Nominee Philip W. Schiller | | Mgmt | N/A | Withhold | N/A |
| | 9 | Elect Management Nominee Susan E. Siegel | | Mgmt | N/A | Withhold | N/A |
| | 10 | Elect Management Nominee Francis A. deSouza | | Mgmt | N/A | Withhold | N/A |
| | 11 | Elect Management Nominee Robert S. Epstein | | Mgmt | N/A | Withhold | N/A |
| | 12 | Elect Management Nominee John W. Thompson | | Mgmt | N/A | Withhold | N/A |
| | 13 | Ratification of Auditor | | Mgmt | N/A | For | N/A |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | N/A | Against | N/A |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 16 | Amendment to the 2015 Stock and Incentive Plan | | Mgmt | N/A | For | N/A |
|
|
|
| Ingersoll Rand Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IR | CUSIP 45687V106 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Vicente Reynal | | Mgmt | For | For | For |
| | 2 | Elect William P. Donnelly | | Mgmt | For | For | For |
| | 3 | Elect Kirk E. Arnold | | Mgmt | For | For | For |
| | 4 | Elect Gary D. Forsee | | Mgmt | For | For | For |
| | 5 | Elect Jennifer Hartsock | | Mgmt | For | For | For |
| | 6 | Elect John Humphrey | | Mgmt | For | For | For |
| | 7 | Elect Marc E. Jones | | Mgmt | For | For | For |
| | 8 | Elect Mark Stevenson | | Mgmt | For | For | For |
| | 9 | Elect Michael Stubblefield | | Mgmt | For | For | For |
| | 10 | Elect Tony L. White | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Innoviva, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INVA | CUSIP 45781M101 | | 05/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Deborah L. Birx | | Mgmt | For | For | For |
| | 2 | Elect Mark A. DiPaolo | | Mgmt | For | For | For |
| | 3 | Elect Jules A. Haimovitz | | Mgmt | For | For | For |
| | 4 | Elect Odysseas D. Kostas | | Mgmt | For | For | For |
| | 5 | Elect Sarah J. Schlesinger | | Mgmt | For | For | For |
| | 6 | Elect Sapna Srivastava | | Mgmt | For | Against | Against |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Intuit Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INTU | CUSIP 461202103 | | 01/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Eve Burton | | Mgmt | For | For | For |
| | 2 | Elect Director Scott D. Cook | | Mgmt | For | For | For |
| | 3 | Elect Director Richard L. Dalzell | | Mgmt | For | For | For |
| | 4 | Elect Director Sasan K. Goodarzi | | Mgmt | For | For | For |
| | 5 | Elect Director Deborah Liu | | Mgmt | For | For | For |
| | 6 | Elect Director Tekedra Mawakana | | Mgmt | For | For | For |
| | 7 | Elect Director Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 8 | Elect Director Thomas Szkutak | | Mgmt | For | For | For |
| | 9 | Elect Director Raul Vazquez | | Mgmt | For | For | For |
| | 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 11 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Intuitive Surgical, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ISRG | CUSIP 46120E602 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Craig H. Barratt | | Mgmt | For | For | For |
| | 2 | Elect Joseph C. Beery | | Mgmt | For | For | For |
| | 3 | Elect Gary S. Guthart | | Mgmt | For | For | For |
| | 4 | Elect Amal M. Johnson | | Mgmt | For | For | For |
| | 5 | Elect Don R. Kania | | Mgmt | For | For | For |
| | 6 | Elect Amy L. Ladd | | Mgmt | For | For | For |
| | 7 | Elect Keith R. Leonard, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Alan J. Levy | | Mgmt | For | For | For |
| | 9 | Elect Jami Dover Nachtsheim | | Mgmt | For | For | For |
| | 10 | Elect Monica P. Reed | | Mgmt | For | For | For |
| | 11 | Elect Mark J. Rubash | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| Johnson & Johnson | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JNJ | CUSIP 478160104 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Darius Adamczyk | | Mgmt | For | For | For |
| | 2 | Elect Mary C. Beckerle | | Mgmt | For | For | For |
| | 3 | Elect D. Scott Davis | | Mgmt | For | For | For |
| | 4 | Elect Jennifer A. Doudna | | Mgmt | For | For | For |
| | 5 | Elect Joaquin Duato | | Mgmt | For | For | For |
| | 6 | Elect Marillyn A. Hewson | | Mgmt | For | For | For |
| | 7 | Elect Paula A. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Hubert Joly | | Mgmt | For | For | For |
| | 9 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 10 | Elect Anne Mulcahy | | Mgmt | For | For | For |
| | 11 | Elect Mark A. Weinberger | | Mgmt | For | For | For |
| | 12 | Elect Nadja Y. West | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Adoption of Mandatory Arbitration Bylaw | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| Johnson Controls International Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JCI | CINS G51502105 | | 03/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jean Blackwell | | Mgmt | For | For | For |
| | 2 | Elect Director Pierre Cohade | | Mgmt | For | For | For |
| | 3 | Elect Director Michael E. Daniels | | Mgmt | For | For | For |
| | 4 | Elect Director W. Roy Dunbar | | Mgmt | For | For | For |
| | 5 | Elect Director Gretchen R. Haggerty | | Mgmt | For | For | For |
| | 6 | Elect Director Ayesha Khanna | | Mgmt | For | For | For |
| | 7 | Elect Director Simone Menne | | Mgmt | For | For | For |
| | 8 | Elect Director George R. Oliver | | Mgmt | For | For | For |
| | 9 | Elect Director Jurgen Tinggren | | Mgmt | For | For | For |
| | 10 | Elect Director Mark Vergnano | | Mgmt | For | For | For |
| | 11 | Elect Director John D. Young | | Mgmt | For | For | For |
| | 12 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Authorize Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 14 | Authorize Market Purchases of Company Shares | | Mgmt | For | For | For |
| | 15 | Determine Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 16 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Approve the Directors' Authority to Allot Shares | | Mgmt | For | For | For |
| | 19 | Approve the Disapplication of Statutory Pre-Emption Rights | | Mgmt | For | For | For |
|
|
|
| Levi Strauss & Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LEVI | ISIN US52736R1023 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jill Beraud | | Mgmt | For | For | For |
| | 2 | Elect Spencer C. Fleischer | | Mgmt | For | For | For |
| | 3 | Elect Christopher J. McCormick | | Mgmt | For | For | For |
| | 4 | Elect Elliott Rodgers | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Linde Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LIN | CINS G5494J103 | | 01/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Court | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
|
|
|
| Linde Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LIN | CINS G5494J103 | | 01/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
| | 2 | Amend Articles of Association | | Mgmt | For | For | For |
| | 3 | Approve Common Draft Terms of Merger | | Mgmt | For | For | For |
|
|
|
| Linde Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LIN | CINS G5494J103 | | 07/25/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 3 | Determine Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 4 | Adopt Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 5 | Elect Director Stephen F. Angel | | Mgmt | For | For | For |
| | 6 | Elect Director Sanjiv Lamba | | Mgmt | For | For | For |
| | 7 | Elect Director Ann-Kristin Achleitner | | Mgmt | For | For | For |
| | 8 | Elect Director Thomas Enders | | Mgmt | For | For | For |
| | 9 | Elect Director Edward G. Galante | | Mgmt | For | For | For |
| | 10 | Elect Director Joe Kaeser | | Mgmt | For | For | For |
| | 11 | Elect Director Victoria E. Ossadnik | | Mgmt | For | For | For |
| | 12 | Elect Director Martin H. Richenhagen | | Mgmt | For | For | For |
| | 13 | Elect Director Alberto Weisser | | Mgmt | For | For | For |
| | 14 | Elect Director Robert L. Wood | | Mgmt | For | For | For |
| | 15 | Ratify PricewaterhouseCoopers as Auditors | | Mgmt | For | For | For |
| | 16 | Authorise Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
|
|
|
| Lululemon Athletica inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LULU | CUSIP 550021109 | | 06/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael Casey | | Mgmt | For | For | For |
| | 2 | Elect Glenn Murphy | | Mgmt | For | For | For |
| | 3 | Elect David M. Mussafer | | Mgmt | For | For | For |
| | 4 | Elect Isabel Ge Mahe | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 8 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
|
|
|
| Mastercard Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MA | CUSIP 57636Q104 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Merit E. Janow | | Mgmt | For | For | For |
| | 2 | Elect Candido Botelho Bracher | | Mgmt | For | For | For |
| | 3 | Elect Richard K. Davis | | Mgmt | For | For | For |
| | 4 | Elect Julius Genachowski | | Mgmt | For | For | For |
| | 5 | Elect Choon Phong Goh | | Mgmt | For | For | For |
| | 6 | Elect Oki Matsumoto | | Mgmt | For | For | For |
| | 7 | Elect Michael Miebach | | Mgmt | For | For | For |
| | 8 | Elect Youngme E. Moon | | Mgmt | For | For | For |
| | 9 | Elect Rima Qureshi | | Mgmt | For | For | For |
| | 10 | Elect Gabrielle Sulzberger | | Mgmt | For | For | For |
| | 11 | Elect Harit Talwar | | Mgmt | For | For | For |
| | 12 | Elect Lance Uggla | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Approval of the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | | ShrHoldr | Against | Against | For |
|
|
|
| McKesson Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MCK | CINS 58155Q103 | | 07/22/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
| | 4 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 6 | Adopt Policy on 10b5-1 Plans | | ShrHoldr | Against | Against | For |
| | 7 | Elect Director Richard H. Carmona | | Mgmt | For | For | For |
| | 8 | Elect Director Dominic J. Caruso | | Mgmt | For | For | For |
| | 9 | Elect Director W. Roy Dunbar | | Mgmt | For | For | For |
| | 10 | Elect Director James H. Hinton | | Mgmt | For | For | For |
| | 11 | Elect Director Donald R. Knauss | | Mgmt | For | For | For |
| | 12 | Elect Director Bradley E. Lerman | | Mgmt | For | For | For |
| | 13 | Elect Director Linda P. Mantia | | Mgmt | For | For | For |
| | 14 | Elect Director Maria Martinez | | Mgmt | For | For | For |
| | 15 | Elect Director Susan R. Salka | | Mgmt | For | For | For |
| | 16 | Elect Director Brian S. Tyler | | Mgmt | For | For | For |
| | 17 | Elect Director Kathleen Wilson-Thompson | | Mgmt | For | For | For |
|
|
|
| Medtronic Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MDT | CINS G5960L103 | | 12/08/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Renew the Board's Authority to Issue Shares Under Irish Law | | Mgmt | For | For | For |
| | 4 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | | Mgmt | For | For | For |
| | 5 | Authorize Overseas Market Purchases of Ordinary Shares | | Mgmt | For | For | For |
| | 6 | Elect Director Richard H. Anderson | | Mgmt | For | For | For |
| | 7 | Elect Director Craig Arnold | | Mgmt | For | For | For |
| | 8 | Elect Director Scott C. Donnelly | | Mgmt | For | For | For |
| | 9 | Elect Director Lidia L. Fonseca | | Mgmt | For | For | For |
| | 10 | Elect Director Andrea J. Goldsmith | | Mgmt | For | For | For |
| | 11 | Elect Director Randall J. Hogan, III | | Mgmt | For | For | For |
| | 12 | Elect Director Kevin E. Lofton | | Mgmt | For | For | For |
| | 13 | Elect Director Geoffrey S. Martha | | Mgmt | For | For | For |
| | 14 | Elect Director Elizabeth G. Nabel | | Mgmt | For | Against | Against |
| | 15 | Elect Director Denise M. O'Leary | | Mgmt | For | For | For |
| | 16 | Elect Director Kendall J. Powell | | Mgmt | For | For | For |
|
|
|
| Merck & Co., Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MRK | CUSIP 58933Y105 | | 05/23/2023 | | 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 Mary Ellen Coe | | Mgmt | For | For | For |
| | 3 | Elect Pamela J. Craig | | Mgmt | For | For | For |
| | 4 | Elect Robert M. Davis | | Mgmt | For | For | For |
| | 5 | Elect Thomas H. Glocer | | Mgmt | For | For | For |
| | 6 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 7 | Elect Stephen L. Mayo | | Mgmt | For | For | For |
| | 8 | Elect Paul B. Rothman | | Mgmt | For | For | For |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Christine E. Seidman | | Mgmt | For | For | For |
| | 11 | Elect Inge G. Thulin | | Mgmt | For | For | For |
| | 12 | Elect Kathy J. Warden | | Mgmt | For | For | For |
| | 13 | Elect Peter C. Wendell | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Meta Platforms, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | META | CUSIP 30303M102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Peggy Alford | | Mgmt | For | For | For |
| | 1.2 | Elect Marc L. Andreessen | | Mgmt | For | For | For |
| | 1.3 | Elect Andrew W. Houston | | Mgmt | For | For | For |
| | 1.4 | Elect Nancy Killefer | | Mgmt | For | For | For |
| | 1.5 | Elect Robert M. Kimmitt | | Mgmt | For | For | For |
| | 1.6 | Elect Sheryl K. Sandberg | | Mgmt | For | For | For |
| | 1.7 | Elect Tracey T. Travis | | Mgmt | For | For | For |
| | 1.8 | Elect Tony Xu | | Mgmt | For | For | For |
| | 1.9 | Elect Mark Zuckerberg | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 4 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Human Rights Impact Assessment | | ShrHoldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Report on Content Management in India | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | | ShrHoldr | Against | For | Against |
| | 11 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | | ShrHoldr | Against | Against | For |
| | 12 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | | ShrHoldr | Against | Against | For |
|
|
|
| Microsoft Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MSFT | CINS 594918104 | | 12/13/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director John W. Thompson | | Mgmt | For | For | For |
| | 2 | Elect Director Reid G. Hoffman | | Mgmt | For | For | For |
| | 3 | Elect Director Emma N. Walmsley | | Mgmt | For | For | For |
| | 4 | Elect Director Padmasree Warrior | | Mgmt | For | For | For |
| | 5 | Elect Director Hugh F. Johnston | | Mgmt | For | For | For |
| | 6 | Elect Director Teri L. List | | Mgmt | For | For | For |
| | 7 | Elect Director Satya Nadella | | Mgmt | For | For | For |
| | 8 | Elect Director Sandra E. Peterson | | Mgmt | For | For | For |
| | 9 | Elect Director Penny S. Pritzker | | Mgmt | For | For | For |
| | 10 | Elect Director Carlos A. Rodriguez | | Mgmt | For | For | For |
| | 11 | Elect Director Charles W. Scharf | | Mgmt | For | For | For |
| | 12 | Elect Director John W. Stanton | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Report on Cost/Benefit Analysis of Diversity and Inclusion | | ShrHoldr | Against | Against | For |
| | 16 | Report on Hiring of Persons with Arrest or Incarceration Records | | ShrHoldr | Against | Against | For |
| | 17 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | | ShrHoldr | Against | Against | For |
| | 18 | Report on Government Use of Microsoft Technology | | ShrHoldr | Against | Against | For |
| | 19 | Report on Development of Products for Military | | ShrHoldr | Against | Against | For |
| | 20 | Report on Tax Transparency | | ShrHoldr | Against | Against | For |
|
|
|
| Netflix, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NFLX | CUSIP 64110L106 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mathias Dopfner | | Mgmt | For | For | For |
| | 2 | Elect Reed Hastings | | Mgmt | For | For | For |
| | 3 | Elect Jay Hoag | | Mgmt | For | Against | Against |
| | 4 | Elect Ted Sarandos | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | For | Against |
| | 9 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Climate Risk in Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | For | Against |
|
|
|
| NextEra Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NEE | CUSIP 65339F101 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nicole S. Arnaboldi | | Mgmt | For | For | For |
| | 2 | Elect Sherry S. Barrat | | Mgmt | For | For | For |
| | 3 | Elect James L. Camaren | | Mgmt | For | For | For |
| | 4 | Elect Kenneth B. Dunn | | Mgmt | For | For | For |
| | 5 | Elect Naren K. Gursahaney | | Mgmt | For | For | For |
| | 6 | Elect Kirk S. Hachigian | | Mgmt | For | For | For |
| | 7 | Elect John W. Ketchum | | Mgmt | For | For | For |
| | 8 | Elect Amy B. Lane | | Mgmt | For | For | For |
| | 9 | Elect David L. Porges | | Mgmt | For | For | For |
| | 10 | Elect Dev Stahlkopf | | Mgmt | For | For | For |
| | 11 | Elect John Arthur Stall | | Mgmt | For | For | For |
| | 12 | Elect Darryl L. Wilson | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | 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 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | | ShrHoldr | Against | Against | For |
|
|
|
| NIKE, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NKE | CINS 654106103 | | 09/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 4 | Adopt a Policy on China Sourcing | | ShrHoldr | Against | Against | For |
| | 5 | Elect Director Alan B. Graf, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Director Peter B. Henry | | Mgmt | For | For | For |
| | 7 | Elect Director Michelle A. Peluso | | Mgmt | For | For | For |
|
|
|
| Northrop Grumman Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NOC | CUSIP 666807102 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kathy J. Warden | | Mgmt | For | For | For |
| | 2 | Elect David P. Abney | | Mgmt | For | For | For |
| | 3 | Elect Marianne C. Brown | | Mgmt | For | For | For |
| | 4 | Elect Ann M. Fudge | | Mgmt | For | For | For |
| | 5 | Elect Madeleine A. Kleiner | | Mgmt | For | For | For |
| | 6 | Elect Arvind Krishna | | Mgmt | For | For | For |
| | 7 | Elect Graham N. Robinson | | Mgmt | For | For | For |
| | 8 | Elect Kimberly A. Ross | | Mgmt | For | For | For |
| | 9 | Elect Gary Roughead | | Mgmt | For | For | For |
| | 10 | Elect Thomas M. Schoewe | | Mgmt | For | For | For |
| | 11 | Elect James S. Turley | | Mgmt | For | For | For |
| | 12 | Elect Mark A. Welsh III | | Mgmt | For | For | For |
| | 13 | Elect Mary A. Winston | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Reduction of the Ownership Threshold Required to Call a Special Meeting of Shareholders | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Alignment of Political Activities with Human Rights Policy | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| NRG Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NRG | CUSIP 629377508 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect E. Spencer Abraham | | Mgmt | For | For | For |
| | 2 | Elect Antonio Carrillo | | Mgmt | For | For | For |
| | 3 | Elect Matthew Carter, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Lawrence S. Coben | | Mgmt | For | For | For |
| | 5 | Elect Heather Cox | | Mgmt | For | For | For |
| | 6 | Elect Elisabeth B. Donohue | | Mgmt | For | For | For |
| | 7 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 8 | Elect Paul W. Hobby | | Mgmt | For | For | For |
| | 9 | Elect Alexandra Pruner | | Mgmt | For | For | For |
| | 10 | Elect Anne C. Schaumburg | | Mgmt | For | For | For |
| | 11 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| NVIDIA Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NVDA | CUSIP 67066G104 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert K. Burgess | | Mgmt | For | For | For |
| | 2 | Elect Tench Coxe | | Mgmt | For | For | For |
| | 3 | Elect John O. Dabiri | | Mgmt | For | For | For |
| | 4 | Elect Persis S. Drell | | Mgmt | For | For | For |
| | 5 | Elect Jen-Hsun Huang | | Mgmt | For | For | For |
| | 6 | Elect Dawn Hudson | | Mgmt | For | For | For |
| | 7 | Elect Harvey C. Jones | | Mgmt | For | For | For |
| | 8 | Elect Michael G. McCaffery | | Mgmt | For | For | For |
| | 9 | Elect Stephen C. Neal | | Mgmt | For | For | For |
| | 10 | Elect Mark L. Perry | | Mgmt | For | For | For |
| | 11 | Elect A. Brooke Seawell | | Mgmt | For | For | For |
| | 12 | Elect Aarti Shah | | Mgmt | For | For | For |
| | 13 | Elect Mark A. Stevens | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Oracle Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORCL | CINS 68389X105 | | 11/16/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Awo Ablo | | Mgmt | For | For | For |
| | 2 | Elect Director Renee J. James | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director Charles W. Moorman | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Leon E. Panetta | | Mgmt | For | Withhold | Against |
| | 5 | Elect Director William G. Parrett | | Mgmt | For | Withhold | Against |
| | 6 | Elect Director Naomi O. Seligman | | Mgmt | For | Withhold | Against |
| | 7 | Elect Director Vishal Sikka | | Mgmt | For | Withhold | Against |
| | 8 | Elect Director Jeffrey S. Berg | | Mgmt | For | Withhold | Against |
| | 9 | Elect Director Michael J. Boskin | | Mgmt | For | Withhold | Against |
| | 10 | Elect Director Safra A. Catz | | Mgmt | For | Withhold | Against |
| | 11 | Elect Director Bruce R. Chizen | | Mgmt | For | Withhold | Against |
| | 12 | Elect Director George H. Conrades | | Mgmt | For | Withhold | Against |
| | 13 | Elect Director Lawrence J. Ellison | | Mgmt | For | Withhold | Against |
| | 14 | Elect Director Rona A. Fairhead | | Mgmt | For | Withhold | Against |
| | 15 | Elect Director Jeffrey O. Henley | | Mgmt | For | Withhold | Against |
| | 16 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 17 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| O'Reilly Automotive, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORLY | CUSIP 67103H107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David E. O'Reilly | | Mgmt | For | For | For |
| | 2 | Elect Larry P. O'Reilly | | Mgmt | For | For | For |
| | 3 | Elect Greg Henslee | | Mgmt | For | For | For |
| | 4 | Elect Jay D. Burchfield | | Mgmt | For | For | For |
| | 5 | Elect Thomas T. Hendrickson | | Mgmt | For | For | For |
| | 6 | Elect John R. Murphy | | Mgmt | For | For | For |
| | 7 | Elect Dana M. Perlman | | Mgmt | For | For | For |
| | 8 | Elect Maria A. Sastre | | Mgmt | For | For | For |
| | 9 | Elect Andrea M. Weiss | | Mgmt | For | For | For |
| | 10 | Elect Fred Whitfield | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Otis Worldwide Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OTIS | CUSIP 68902V107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey H. Black | | Mgmt | For | For | For |
| | 2 | Elect Nelda J. Connors | | Mgmt | For | For | For |
| | 3 | Elect Kathy Hopinkah Hannan | | Mgmt | For | For | For |
| | 4 | Elect Shailesh G. Jejurikar | | Mgmt | For | For | For |
| | 5 | Elect Christopher J. Kearney | | Mgmt | For | For | For |
| | 6 | Elect Judith F. Marks | | Mgmt | For | For | For |
| | 7 | Elect Harold W. McGraw III | | Mgmt | For | For | For |
| | 8 | Elect Margaret M.V. Preston | | Mgmt | For | For | For |
| | 9 | Elect Shelley Stewart, Jr. | | Mgmt | For | For | For |
| | 10 | Elect John H. Walker | | 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 Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| PENN Entertainment, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PENN | CUSIP 707569109 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Vilma Black-Gupta | | Mgmt | For | For | For |
| | 1.2 | Elect Marla Kaplowitz | | Mgmt | For | For | For |
| | 1.3 | Elect Jane Scaccetti | | Mgmt | For | For | For |
| | 1.4 | Elect Jay A. Snowden | | 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 |
| | 5 | Amendment to the 2022 Long-Term Incentive Plan | | Mgmt | For | For | For |
|
|
|
| PepsiCo, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PEP | CUSIP 713448108 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Segun Agbaje | | Mgmt | For | For | For |
| | 2 | Elect Jennifer Bailey | | Mgmt | For | For | For |
| | 3 | Elect Cesar Conde | | Mgmt | For | For | For |
| | 4 | Elect Ian M. Cook | | Mgmt | For | For | For |
| | 5 | Elect Edith W. Cooper | | Mgmt | For | For | For |
| | 6 | Elect Susan M. Diamond | | Mgmt | For | For | For |
| | 7 | Elect Dina Dublon | | Mgmt | For | For | For |
| | 8 | Elect Michelle D. Gass | | Mgmt | For | For | For |
| | 9 | Elect Ramon L. Laguarta | | Mgmt | For | For | For |
| | 10 | Elect Dave Lewis | | Mgmt | For | For | For |
| | 11 | Elect David C. Page | | Mgmt | For | For | For |
| | 12 | Elect Robert C. Pohlad | | Mgmt | For | For | For |
| | 13 | Elect Daniel L. Vasella | | Mgmt | For | For | For |
| | 14 | Elect Darren Walker | | Mgmt | For | For | For |
| | 15 | Elect Alberto Weisser | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 18 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 20 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Congruency Report on Net-Zero Emissions Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Pfizer Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PFE | CUSIP 717081103 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ronald E. Blaylock | | Mgmt | For | For | For |
| | 2 | Elect Albert Bourla | | Mgmt | For | For | For |
| | 3 | Elect Susan Desmond-Hellmann | | Mgmt | For | For | For |
| | 4 | Elect Joseph J. Echevarria | | Mgmt | For | For | For |
| | 5 | Elect Scott Gottlieb | | Mgmt | For | For | For |
| | 6 | Elect Helen H. Hobbs | | Mgmt | For | For | For |
| | 7 | Elect Susan Hockfield | | Mgmt | For | For | For |
| | 8 | Elect Dan R. Littman | | Mgmt | For | For | For |
| | 9 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 10 | Elect Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 11 | Elect James Quincey | | Mgmt | For | For | For |
| | 12 | Elect James C. Smith | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Intellectual Property | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| PG&E Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PCG | CUSIP 69331C108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cheryl F. Campbell | | Mgmt | For | For | For |
| | 2 | Elect Kerry W. Cooper | | Mgmt | For | For | For |
| | 3 | Elect Arno L. Harris | | Mgmt | For | For | For |
| | 4 | Elect Carlos M. Hernandez | | Mgmt | For | For | For |
| | 5 | Elect Michael R. Niggli | | Mgmt | For | For | For |
| | 6 | Elect Benjamin F. Wilson | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| PPG Industries, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PPG | ISIN US6935061076 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Stephen F. Angel | | Mgmt | For | For | For |
| | 2 | Elect Hugh Grant | | Mgmt | For | For | For |
| | 3 | Elect Melanie L. Healey | | Mgmt | For | For | For |
| | 4 | Elect Timothy Knavish | | Mgmt | For | For | For |
| | 5 | Elect Guillermo Novo | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
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| Prudential plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PRU | CINS G72899100 | | 05/25/2023 | | 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 | | Mgmt | For | For | For |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Elect Arijit Basu | | Mgmt | For | For | For |
| | 5 | Elect Claudia Sussmuth Dyckerhoff | | Mgmt | For | For | For |
| | 6 | Elect Anil Wadhwani | | Mgmt | For | For | For |
| | 7 | Elect Shriti Vadera | | Mgmt | For | For | For |
| | 8 | Elect Jeremy Anderson | | Mgmt | For | For | For |
| | 9 | Elect CHUA Sock Koong | | Mgmt | For | For | For |
| | 10 | Elect David Law | | Mgmt | For | For | For |
| | 11 | Elect Ming Lu | | Mgmt | For | For | For |
| | 12 | Elect George D. Sartorel | | Mgmt | For | For | For |
| | 13 | Elect Jeanette Wong | | Mgmt | For | For | For |
| | 14 | Elect Yok Tak Amy Yip | | 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 | Sharesave Plan | | Mgmt | For | For | For |
| | 19 | Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 20 | International Savings-Related Share Option Scheme for Non-Employees | | Mgmt | For | For | For |
| | 21 | Service Provider Sublimit (ISSOSNE) | | Mgmt | For | For | For |
| | 22 | Agency Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 23 | Service Provider Sublimit (Agency LTIP) | | Mgmt | For | For | For |
| | 24 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 25 | Authority to Issue Repurchased Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 26 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 27 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 28 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 29 | Adoption of New Articles | | Mgmt | For | For | For |
| | 30 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
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| PulteGroup, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PHM | CUSIP 745867101 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Brian P. Anderson | | Mgmt | For | For | For |
| | 2 | Elect Bryce Blair | | Mgmt | For | For | For |
| | 3 | Elect Thomas J. Folliard | | Mgmt | For | For | For |
| | 4 | Elect Cheryl W. Grise | | Mgmt | For | For | For |
| | 5 | Elect Andre J. Hawaux | | Mgmt | For | For | For |
| | 6 | Elect J. Phillip Holloman | | Mgmt | For | For | For |
| | 7 | Elect Ryan R. Marshall | | Mgmt | For | For | For |
| | 8 | Elect John R. Peshkin | | Mgmt | For | For | For |
| | 9 | Elect Scott F. Powers | | Mgmt | For | For | For |
| | 10 | Elect Lila Snyder | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
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| QUALCOMM Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QCOM | CUSIP 747525103 | | 03/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Sylvia Acevedo | | Mgmt | For | For | For |
| | 2 | Elect Director Cristiano R. Amon | | Mgmt | For | For | For |
| | 3 | Elect Director Mark Fields | | Mgmt | For | For | For |
| | 4 | Elect Director Jeffrey W. Henderson | | Mgmt | For | For | For |
| | 5 | Elect Director Gregory N. Johnson | | Mgmt | For | For | For |
| | 6 | Elect Director Ann M. Livermore | | Mgmt | For | For | For |
| | 7 | Elect Director Mark D. McLaughlin | | Mgmt | For | For | For |
| | 8 | Elect Director Jamie S. Miller | | Mgmt | For | For | For |
| | 9 | Elect Director Irene B. Rosenfeld | | Mgmt | For | For | For |
| | 10 | Elect Director Kornelis (Neil) Smit | | Mgmt | For | For | For |
| | 11 | Elect Director Jean-Pascal Tricoire | | Mgmt | For | For | For |
| | 12 | Elect Director Anthony J. Vinciquerra | | Mgmt | For | For | For |
| | 13 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
| | 15 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
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| Quilter Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QLT | CINS G3651J115 | | 05/18/2023 | | 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 | | Mgmt | For | For | For |
| | 3 | Final Dividend | | Mgmt | For | For | For |
| | 4 | Elect Neeta Atkar | | Mgmt | For | For | For |
| | 5 | Elect Tim Breedon | | Mgmt | For | For | For |
| | 6 | Elect Tazim Essani | | Mgmt | For | For | For |
| | 7 | Elect Moira A. Kilcoyne | | Mgmt | For | For | For |
| | 8 | Elect Steve Levin | | Mgmt | For | For | For |
| | 9 | Elect Ruth Markland | | Mgmt | For | For | For |
| | 10 | Elect Paul Matthews | | Mgmt | For | For | For |
| | 11 | Elect George M. Reid | | Mgmt | For | For | For |
| | 12 | Elect Christopher Samuel | | Mgmt | For | For | For |
| | 13 | Elect Mark O. Satchel | | Mgmt | For | For | For |
| | 14 | Appointment of Auditor | | Mgmt | For | For | For |
| | 15 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 16 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 17 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 18 | Authority to Repurchase Shares Off-Market | | Mgmt | For | For | For |
| | 19 | Adoption of New Article (Odd-lot Offer) | | Mgmt | For | For | For |
| | 20 | Approval of Odd-lot Offer | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares (Odd-lot Offer) | | Mgmt | For | For | For |
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| Raytheon Technologies Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RTX | CUSIP 75513E101 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Tracy A. Atkinson | | Mgmt | For | For | For |
| | 2 | Elect Leanne G. Caret | | Mgmt | For | For | For |
| | 3 | Elect Bernard A. Harris, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Gregory J. Hayes | | Mgmt | For | For | For |
| | 5 | Elect George R. Oliver | | Mgmt | For | For | For |
| | 6 | Elect Robert K. Ortberg | | Mgmt | For | For | For |
| | 7 | Elect Dinesh C. Paliwal | | Mgmt | For | For | For |
| | 8 | Elect Ellen M. Pawlikowski | | Mgmt | For | For | For |
| | 9 | Elect Denise L. Ramos | | Mgmt | For | For | For |
| | 10 | Elect Fredric G. Reynolds | | Mgmt | For | For | For |
| | 11 | Elect Brian C. Rogers | | Mgmt | For | For | For |
| | 12 | Elect James A. Winnefeld, Jr. | | Mgmt | For | For | For |
| | 13 | Elect Robert O. Work | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 18 | Amendment to Articles to Limit Liability of Certain Officers | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | | ShrHoldr | Against | Against | For |
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| Regeneron Pharmaceuticals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | REGN | CUSIP 75886F107 | | 06/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Joseph L. Goldstein | | Mgmt | For | For | For |
| | 2 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 3 | Elect Craig B. Thompson | | Mgmt | For | For | For |
| | 4 | Elect Huda Y. Zoghbi | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
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| S&P Global Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SPGI | CUSIP 78409V104 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marco Alvera | | Mgmt | For | For | For |
| | 2 | Elect Jacques Esculier | | Mgmt | For | For | For |
| | 3 | Elect Gay Huey Evans | | Mgmt | For | For | For |
| | 4 | Elect William D. Green | | Mgmt | For | For | For |
| | 5 | Elect Stephanie C. Hill | | Mgmt | For | For | For |
| | 6 | Elect Rebecca Jacoby | | Mgmt | For | For | For |
| | 7 | Elect Robert P. Kelly | | Mgmt | For | For | For |
| | 8 | Elect Ian P. Livingston | | Mgmt | For | For | For |
| | 9 | Elect Deborah D. McWhinney | | Mgmt | For | For | For |
| | 10 | Elect Maria R. Morris | | Mgmt | For | For | For |
| | 11 | Elect Douglas L. Peterson | | Mgmt | For | For | For |
| | 12 | Elect Richard E. Thornburgh | | Mgmt | For | For | For |
| | 13 | Elect Gregory Washington | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
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| Salesforce, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRM | CUSIP 79466L302 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc R. Benioff | | Mgmt | For | For | For |
| | 2 | Elect Laura Alber | | Mgmt | For | For | For |
| | 3 | Elect Craig A. Conway | | Mgmt | For | For | For |
| | 4 | Elect Arnold W. Donald | | Mgmt | For | For | For |
| | 5 | Elect Parker Harris | | Mgmt | For | For | For |
| | 6 | Elect Neelie Kroes | | Mgmt | For | For | For |
| | 7 | Elect Sachin Mehra | | Mgmt | For | For | For |
| | 8 | Elect G. Mason Morfit | | Mgmt | For | For | For |
| | 9 | Elect Oscar Munoz | | Mgmt | For | Against | Against |
| | 10 | Elect John V. Roos | | 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 | Amendment to the 2013 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
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| Shell Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHEL | CINS G80827101 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Remuneration Report | | Mgmt | For | For | For |
| | 5 | Elect Wael Sawan | | Mgmt | For | For | For |
| | 6 | Elect Cyrus Taraporevala | | Mgmt | For | For | For |
| | 7 | Elect Sir Charles Roxburgh | | Mgmt | For | For | For |
| | 8 | Elect Leena Srivastava | | Mgmt | For | For | For |
| | 9 | Elect Sinead Gorman | | Mgmt | For | For | For |
| | 10 | Elect Dick Boer | | Mgmt | For | For | For |
| | 11 | Elect Neil A.P. Carson | | Mgmt | For | For | For |
| | 12 | Elect Ann F. Godbehere | | Mgmt | For | For | For |
| | 13 | Elect Jane Holl Lute | | Mgmt | For | For | For |
| | 14 | Elect Catherine J. Hughes | | Mgmt | For | For | For |
| | 15 | Elect Sir Andrew Mackenzie | | Mgmt | For | For | For |
| | 16 | Elect Abraham Schot | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Authority to Repurchase Shares (Off-Market) | | Mgmt | For | For | For |
| | 23 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 24 | Adoption of New Articles | | Mgmt | For | For | For |
| | 25 | Performance Share Plan | | Mgmt | For | For | For |
| | 26 | Approval of Energy Transition Progress | | Mgmt | For | For | For |
| | 27 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 28 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| Southwest Airlines Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LUV | CUSIP 844741108 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David W. Biegler | | Mgmt | For | For | For |
| | 2 | Elect J. Veronica Biggins | | Mgmt | For | Against | Against |
| | 3 | Elect Douglas H. Brooks | | Mgmt | For | For | For |
| | 4 | Elect Eduardo F. Conrado | | Mgmt | For | For | For |
| | 5 | Elect William H. Cunningham | | Mgmt | For | For | For |
| | 6 | Elect Thomas W. Gilligan | | Mgmt | For | For | For |
| | 7 | Elect David P. Hess | | Mgmt | For | For | For |
| | 8 | Elect Robert E. Jordan | | Mgmt | For | For | For |
| | 9 | Elect Gary C. Kelly | | Mgmt | For | For | For |
| | 10 | Elect Elaine Mendoza | | Mgmt | For | For | For |
| | 11 | Elect John T. Montford | | Mgmt | For | For | For |
| | 12 | Elect Christopher P. Reynolds | | Mgmt | For | For | For |
| | 13 | Elect Ron Ricks | | Mgmt | For | For | For |
| | 14 | Elect Jill Ann Soltau | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Shareholder Ability to Remove Directors | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
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| Target Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TGT | CUSIP 87612E106 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David P. Abney | | Mgmt | For | For | For |
| | 2 | Elect Douglas M. Baker, Jr. | | Mgmt | For | For | For |
| | 3 | Elect George S. Barrett | | Mgmt | For | For | For |
| | 4 | Elect Gail K. Boudreaux | | Mgmt | For | For | For |
| | 5 | Elect Brian C. Cornell | | Mgmt | For | For | For |
| | 6 | Elect Robert L. Edwards | | Mgmt | For | For | For |
| | 7 | Elect Donald R. Knauss | | Mgmt | For | For | For |
| | 8 | Elect Christine A. Leahy | | Mgmt | For | For | For |
| | 9 | Elect Monica C. Lozano | | Mgmt | For | For | For |
| | 10 | Elect Grace Puma | | Mgmt | For | For | For |
| | 11 | Elect Derica W. Rice | | Mgmt | For | For | For |
| | 12 | Elect Dmitri L. Stockton | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
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| TerrAscend Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TER | CUSIP 88105E108 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Craig Collard | | Mgmt | For | Withhold | Against |
| | 2 | Elect Kara DioGuardi | | Mgmt | For | Withhold | Against |
| | 3 | Elect Ira Duarte | | Mgmt | For | Withhold | Against |
| | 4 | Elect Edward Schutter | | Mgmt | For | Withhold | Against |
| | 5 | Elect Jason Wild | | Mgmt | For | Withhold | Against |
| | 6 | Appointment of Auditor | | Mgmt | For | For | For |
| | 7 | Amendment to the Stock Option Plan | | Mgmt | For | For | For |
| | 8 | Amendment to the Share Unit Plan | | Mgmt | For | For | For |
| | 9 | Private Placement | | Mgmt | For | For | For |
|
|
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| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CUSIP 88160R101 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Elon Musk | | Mgmt | For | For | For |
| | 2 | Elect Robyn M. Denholm | | Mgmt | For | For | For |
| | 3 | Elect J.B. Straubel | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Key Person Risk Report | | ShrHoldr | Against | Against | For |
|
|
|
| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CINS 88160R101 | | 08/04/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Ira Ehrenpreis | | Mgmt | For | Against | Against |
| | 2 | Elect Director Kathleen Wilson-Thompson | | Mgmt | For | Against | Against |
| | 3 | Reduce Director Terms from Three to Two Years | | Mgmt | For | For | For |
| | 4 | Eliminate Supermajority Voting Provisions | | Mgmt | For | For | For |
| | 5 | Increase Authorized Common Stock | | Mgmt | For | For | For |
| | 6 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 7 | Adopt Proxy Access Right | | ShrHoldr | Against | For | Against |
| | 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | | ShrHoldr | Against | For | Against |
| | 9 | Report on Racial and Gender Board Diversity | | ShrHoldr | Against | Against | For |
| | 10 | Report on the Impacts of Using Mandatory Arbitration | | ShrHoldr | Against | For | Against |
| | 11 | Report on Corporate Climate Lobbying in line with Paris Agreement | | ShrHoldr | Against | For | Against |
| | 12 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | | ShrHoldr | Against | For | Against |
| | 13 | Report on Eradicating Child Labor in Battery Supply Chain | | ShrHoldr | Against | Against | For |
| | 14 | Report on Water Risk Exposure | | ShrHoldr | Against | For | Against |
|
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| The Boeing Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BA | ISIN US0970231058 | | 04/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert A. Bradway | | Mgmt | For | For | For |
| | 2 | Elect David L. Calhoun | | Mgmt | For | For | For |
| | 3 | Elect Lynne M. Doughtie | | Mgmt | For | For | For |
| | 4 | Elect David L. Gitlin | | Mgmt | For | For | For |
| | 5 | Elect Lynn J. Good | | Mgmt | For | For | For |
| | 6 | Elect Stayce D. Harris | | Mgmt | For | For | For |
| | 7 | Elect Akhil Johri | | Mgmt | For | For | For |
| | 8 | Elect David L. Joyce | | Mgmt | For | For | For |
| | 9 | Elect Lawrence W. Kellner | | Mgmt | For | For | For |
| | 10 | Elect Steven M. Mollenkopf | | Mgmt | For | For | For |
| | 11 | Elect John M. Richardson | | Mgmt | For | For | For |
| | 12 | Elect Sabrina Soussan | | Mgmt | For | For | For |
| | 13 | Elect Ronald A. Williams | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Approval of the 2023 Incentive Stock Plan | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Abstain | N/A |
|
|
|
| The Charles Schwab Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SCHW | CUSIP 808513105 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marianne C. Brown | | Mgmt | For | Against | Against |
| | 2 | Elect Frank C. Herringer | | Mgmt | For | Against | Against |
| | 3 | Elect Gerri Martin-Flickinger | | Mgmt | For | Against | Against |
| | 4 | Elect Todd M. Ricketts | | Mgmt | For | Against | Against |
| | 5 | Elect Carolyn Schwab-Pomerantz | | Mgmt | For | Against | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
|
|
|
| The Cigna Group | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CI | CUSIP 125523100 | | 04/26/2023 | | 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 Neesha Hathi | | Mgmt | For | For | For |
| | 6 | Elect George Kurian | | Mgmt | For | For | For |
| | 7 | Elect Kathleen M. Mazzarella | | Mgmt | For | For | For |
| | 8 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 9 | Elect Kimberly A. Ross | | Mgmt | For | For | For |
| | 10 | Elect Eric C. Wiseman | | Mgmt | For | For | For |
| | 11 | Elect Donna F. Zarcone | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment to Allow Exculpation of Officers | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | For | Against |
| | 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| The Coca-Cola Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KO | ISIN US1912161007 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Herbert A. Allen, III | | Mgmt | For | For | For |
| | 2 | Elect Marc Bolland | | Mgmt | For | For | For |
| | 3 | Elect Ana Patricia Botin-Sanz de Sautuola y O'Shea | | Mgmt | For | For | For |
| | 4 | Elect Christopher C. Davis | | Mgmt | For | For | For |
| | 5 | Elect Barry Diller | | Mgmt | For | Against | Against |
| | 6 | Elect Carolyn N. Everson | | Mgmt | For | For | For |
| | 7 | Elect Helene D. Gayle | | Mgmt | For | For | For |
| | 8 | Elect Alexis M. Herman | | Mgmt | For | For | For |
| | 9 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 10 | Elect Amity Millhiser | | 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 | 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 Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | | ShrHoldr | Against | Against | For |
|
|
|
| The Goldman Sachs Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GS | CUSIP 38141G104 | | 04/26/2023 | | 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 Mark Flaherty | | Mgmt | For | For | For |
| | 3 | Elect Kimberley Harris | | Mgmt | For | For | For |
| | 4 | Elect Kevin R. Johnson | | Mgmt | For | For | For |
| | 5 | Elect Ellen J. Kullman | | Mgmt | For | For | For |
| | 6 | Elect Lakshmi N. Mittal | | Mgmt | For | Against | Against |
| | 7 | Elect Adebayo O. Ogunlesi | | Mgmt | For | For | For |
| | 8 | Elect Peter Oppenheimer | | Mgmt | For | For | For |
| | 9 | Elect David M. Solomon | | Mgmt | For | For | For |
| | 10 | Elect Jan E. Tighe | | Mgmt | For | For | For |
| | 11 | Elect Jessica Uhl | | Mgmt | For | For | For |
| | 12 | Elect David A. Viniar | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Third-Party Review for Congruency of China-focused ETFs | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding a Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| The Home Depot, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HD | CUSIP 437076102 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 Edward P. Decker | | Mgmt | For | For | For |
| | 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 Paula Santilli | | Mgmt | For | For | For |
| | 13 | Elect Caryn Seidman-Becker | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Public Positions on Political Speech | | ShrHoldr | Against | Against | For |
|
|
|
| The Procter & Gamble Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PG | CINS 742718109 | | 10/11/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director B. Marc Allen | | Mgmt | For | For | For |
| | 4 | Elect Director Angela F. Braly | | Mgmt | For | For | For |
| | 5 | Elect Director Amy L. Chang | | Mgmt | For | For | For |
| | 6 | Elect Director Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Director Christopher Kempczinski | | Mgmt | For | For | For |
| | 8 | Elect Director Debra L. Lee | | Mgmt | For | For | For |
| | 9 | Elect Director Terry J. Lundgren | | Mgmt | For | For | For |
| | 10 | Elect Director Christine M. McCarthy | | Mgmt | For | For | For |
| | 11 | Elect Director Jon R. Moeller | | Mgmt | For | For | For |
| | 12 | Elect Director Rajesh Subramaniam | | Mgmt | For | For | For |
| | 13 | Elect Director Patricia A. Woertz | | Mgmt | For | For | For |
|
|
|
| The Sherwin-Williams Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHW | ISIN US8243481061 | | 04/19/2023 | | 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 John G. Morikis | | Mgmt | For | For | For |
| | 5 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 6 | Elect Aaron M. Powell | | Mgmt | For | For | For |
| | 7 | Elect Marta R. Stewart | | Mgmt | For | For | For |
| | 8 | Elect Michael H. Thaman | | Mgmt | For | For | For |
| | 9 | Elect Matthew Thornton III | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| The TJX Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TJX | CUSIP 872540109 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jose B. Alvarez | | 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 C. Kim Goodwin | | Mgmt | For | For | For |
| | 6 | Elect Ernie Herrman | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Shareholder Proposal Regarding Report on Supply Chain Due Diligence | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Human Rights Risks from Supply Chain Employee Misclassification | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Against | For |
|
|
|
| The Walt Disney Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DIS | ISIN US2546871060 | | 04/03/2023 | | 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 Safra A. Catz | | Mgmt | For | For | For |
| | 3 | Elect Amy L. Chang | | Mgmt | For | For | For |
| | 4 | Elect Francis A. deSouza | | Mgmt | For | For | For |
| | 5 | Elect Carolyn N. Everson | | Mgmt | For | For | For |
| | 6 | Elect Michael B.G. Froman | | Mgmt | For | For | For |
| | 7 | Elect Robert A. Iger | | Mgmt | For | For | For |
| | 8 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 9 | Elect Calvin R. McDonald | | Mgmt | For | For | For |
| | 10 | Elect Mark G. Parker | | Mgmt | For | For | For |
| | 11 | Elect Derica W. Rice | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| Thermo Fisher Scientific Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMO | CUSIP 883556102 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc N. Casper | | Mgmt | For | For | For |
| | 2 | Elect Nelson J. Chai | | Mgmt | For | For | For |
| | 3 | Elect Ruby R. Chandy | | Mgmt | For | For | For |
| | 4 | Elect C. Martin Harris | | Mgmt | For | For | For |
| | 5 | Elect Tyler Jacks | | Mgmt | For | For | For |
| | 6 | Elect R. Alexandra Keith | | Mgmt | For | For | For |
| | 7 | Elect James C. Mullen | | Mgmt | For | For | For |
| | 8 | Elect Lars R. Sorensen | | Mgmt | For | For | For |
| | 9 | Elect Debora L. Spar | | Mgmt | For | For | For |
| | 10 | Elect Scott M. Sperling | | Mgmt | For | For | For |
| | 11 | Elect Dion J. Weisler | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment to the 2013 Stock Incentive Plan | | Mgmt | For | For | For |
| | 16 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| T-Mobile US, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMUS | CUSIP 872590104 | | 06/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Andre Almeida | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Marcelo Claure | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Srikant M. Datar | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Srinivasan Gopalan | | Mgmt | For | Withhold | Against |
| | 1.5 | Elect Timotheus Hottges | | Mgmt | For | Withhold | Against |
| | 1.6 | Elect Christian P. Illek | | Mgmt | For | Withhold | Against |
| | 1.7 | Elect Raphael Kubler | | Mgmt | For | Withhold | Against |
| | 1.8 | Elect Thorsten Langheim | | Mgmt | For | Withhold | Against |
| | 1.9 | Elect Dominique Leroy | | Mgmt | For | Withhold | Against |
| | 1.10 | Elect Letitia A. Long | | Mgmt | For | Withhold | Against |
| | 1.11 | Elect G. Michael Sievert | | Mgmt | For | Withhold | Against |
| | 1.12 | Elect Teresa A. Taylor | | Mgmt | For | Withhold | Against |
| | 1.13 | Elect Kelvin R. Westbrook | | 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 | Approval of the 2023 Incentive Award Plan | | Mgmt | For | For | For |
| | 6 | Amendment to the 2014 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Union Pacific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNP | CUSIP 907818108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William J. DeLaney | | Mgmt | For | For | For |
| | 2 | Elect David B. Dillon | | Mgmt | For | For | For |
| | 3 | Elect Sheri H. Edison | | Mgmt | For | For | For |
| | 4 | Elect Teresa M. Finley | | 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 Jose H. Villarreal | | Mgmt | For | For | For |
| | 10 | Elect Christopher J. Williams | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Against | For |
|
|
|
| United Rentals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | URI | CUSIP 911363109 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jose B. Alvarez | | Mgmt | For | For | For |
| | 2 | Elect Marc A. Bruno | | Mgmt | For | For | For |
| | 3 | Elect Larry D. De Shon | | Mgmt | For | For | For |
| | 4 | Elect Matthew J. Flannery | | Mgmt | For | For | For |
| | 5 | Elect Bobby J. Griffin | | Mgmt | For | For | For |
| | 6 | Elect Kim Harris Jones | | Mgmt | For | For | For |
| | 7 | Elect Terri L. Kelly | | Mgmt | For | For | For |
| | 8 | Elect Michael J. Kneeland | | Mgmt | For | For | For |
| | 9 | Elect Francisco J. Lopez-Balboa | | Mgmt | For | For | For |
| | 10 | Elect Gracia C. Martore | | Mgmt | For | For | For |
| | 11 | Elect Shiv Singh | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Reduce Ownership Threshold to Initiate Written Consent | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | | ShrHoldr | Against | Against | For |
|
|
|
| UnitedHealth Group Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNH | CUSIP 91324P102 | | 06/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 2 | Elect Paul R. Garcia | | Mgmt | For | For | For |
| | 3 | Elect Kristen Gil | | 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 Andrew Witty | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
|
|
|
| Unity Software Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | U | CINS 91332U101 | | 10/07/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Issue Shares in Connection with Merger | | Mgmt | For | For | For |
| | 2 | Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Visa Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | V | CUSIP 92826C839 | | 01/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Lloyd A. Carney | | Mgmt | For | Against | Against |
| | 2 | Elect Director Kermit R. Crawford | | Mgmt | For | For | For |
| | 3 | Elect Director Francisco Javier Fernandez-Carbajal | | Mgmt | For | For | For |
| | 4 | Elect Director Alfred F. Kelly, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Director Ramon Laguarta | | Mgmt | For | For | For |
| | 6 | Elect Director Teri L. List | | Mgmt | For | For | For |
| | 7 | Elect Director John F. Lundgren | | Mgmt | For | For | For |
| | 8 | Elect Director Denise M. Morrison | | Mgmt | For | For | For |
| | 9 | Elect Director Linda J. Rendle | | Mgmt | For | For | For |
| | 10 | Elect Director Maynard G. Webb, Jr. | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Require Independent Board Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Vistra Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VST | CUSIP 92840M102 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Scott B. Helm | | Mgmt | For | For | For |
| | 2 | Elect Hilary E. Ackermann | | Mgmt | For | For | For |
| | 3 | Elect Arcilia C. Acosta | | Mgmt | For | For | For |
| | 4 | Elect Gavin R. Baiera | | Mgmt | For | For | For |
| | 5 | Elect Paul M. Barbas | | Mgmt | For | For | For |
| | 6 | Elect James A. Burke | | Mgmt | For | For | For |
| | 7 | Elect Lisa Crutchfield | | Mgmt | For | For | For |
| | 8 | Elect Brian K. Ferraioli | | Mgmt | For | For | For |
| | 9 | Elect Jeff D. Hunter | | Mgmt | For | For | For |
| | 10 | Elect Julie Lagacy | | Mgmt | For | For | For |
| | 11 | Elect John R. Sult | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Vontier Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VNT | CUSIP 928881101 | | 05/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gloria R. Boyland | | Mgmt | For | For | For |
| | 2 | Elect Christopher J. Klein | | Mgmt | For | For | For |
| | 3 | Elect Maryrose T. Sylvester | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Vornado Realty Trust | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VNO | CUSIP 929042109 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Steven Roth | | Mgmt | For | For | For |
| | 1.2 | Elect Candace K. Beinecke | | Mgmt | For | For | For |
| | 1.3 | Elect Michael D. Fascitelli | | Mgmt | For | For | For |
| | 1.4 | Elect Beatrice Bassey | | Mgmt | For | For | For |
| | 1.5 | Elect William W. Helman IV | | Mgmt | For | For | For |
| | 1.6 | Elect David Mandelbaum | | Mgmt | For | For | For |
| | 1.7 | Elect Raymond J. McGuire | | Mgmt | For | For | For |
| | 1.8 | Elect Mandakini Puri | | Mgmt | For | For | For |
| | 1.9 | Elect Daniel R. Tisch | | Mgmt | For | For | For |
| | 1.10 | Elect Russell B. Wight, Jr. | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Approval of the 2023 Omnibus Share Plan | | Mgmt | For | For | For |
|
|
|
| Walmart Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WMT | CUSIP 931142103 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cesar Conde | | Mgmt | For | For | For |
| | 2 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 3 | Elect Sarah J. Friar | | Mgmt | For | For | For |
| | 4 | Elect Carla A. Harris | | Mgmt | For | For | For |
| | 5 | Elect Thomas W. Horton | | Mgmt | For | For | For |
| | 6 | Elect Marissa A. Mayer | | Mgmt | For | For | For |
| | 7 | Elect C. Douglas McMillon | | Mgmt | For | For | For |
| | 8 | Elect Gregory B. Penner | | Mgmt | For | For | For |
| | 9 | Elect Randall L. Stephenson | | Mgmt | For | For | For |
| | 10 | Elect S. Robson Walton | | Mgmt | For | For | For |
| | 11 | Elect Steuart L. Walton | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | | ShrHoldr | Against | Against | For |
|
|
|
| Warby Parker Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WRBY | CUSIP 93403J106 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Dave Gilboa | | Mgmt | For | For | For |
| | 1.2 | Elect Youngme E. Moon | | Mgmt | For | For | For |
| | 1.3 | Elect Ronald A. Williams | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Zoetis Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ZTS | CUSIP 98978V103 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Paul M. Bisaro | | Mgmt | For | For | For |
| | 2 | Elect Vanessa Broadhurst | | Mgmt | For | For | For |
| | 3 | Elect Frank A. D'Amelio | | Mgmt | For | For | For |
| | 4 | Elect Michael B. McCallister | | Mgmt | For | For | For |
| | 5 | Elect Gregory Norden | | Mgmt | For | For | For |
| | 6 | Elect Louise M. Parent | | Mgmt | For | For | For |
| | 7 | Elect Kristin C. Peck | | Mgmt | For | For | For |
| | 8 | Elect Robert W. Scully | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Amendment Regarding Ownership Threshold for Shareholders to Call a Special Meeting | | Mgmt | For | For | For |
| | 12 | Shareholder Proposal Regarding Right to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | | | | | | | |
| Registrant : | Putnam Variable Trust | | | |
| Fund Name : | Putnam VT Global Asset Allocation Fund | | | |
|
|
|
| 3i Group plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | III | CINS G88473148 | | 06/29/2023 | | 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 | | Mgmt | For | For | For |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Increase in NED Fee Cap | | Mgmt | For | For | For |
| | 5 | Final Dividend | | Mgmt | For | For | For |
| | 6 | Elect Simon A. Borrows | | Mgmt | For | For | For |
| | 7 | Elect Stephen Daintith | | Mgmt | For | For | For |
| | 8 | Elect Jasi Halai | | Mgmt | For | For | For |
| | 9 | Elect James Hatchley | | Mgmt | For | For | For |
| | 10 | Elect David Hutchison | | Mgmt | For | For | For |
| | 11 | Elect Lesley Knox | | Mgmt | For | For | For |
| | 12 | Elect Coline McConville | | Mgmt | For | For | For |
| | 13 | Elect Peter McKellar | | Mgmt | For | For | For |
| | 14 | Elect Alexandra Schaapveld | | Mgmt | For | For | For |
| | 15 | Appointment of Auditor | | Mgmt | For | For | For |
| | 16 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 17 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| 3M Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MMM | CUSIP 88579Y101 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas K. Brown | | Mgmt | For | For | For |
| | 2 | Elect Anne H. Chow | | Mgmt | For | For | For |
| | 3 | Elect David B. Dillon | | Mgmt | For | For | For |
| | 4 | Elect Michael L. Eskew | | Mgmt | For | For | For |
| | 5 | Elect James R. Fitterling | | Mgmt | For | For | For |
| | 6 | Elect Amy E. Hood | | Mgmt | For | For | For |
| | 7 | Elect Suzan Kereere | | Mgmt | For | For | For |
| | 8 | Elect Gregory R. Page | | Mgmt | For | For | For |
| | 9 | Elect Pedro J. Pizarro | | Mgmt | For | For | For |
| | 10 | Elect Michael F. Roman | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Abbott Laboratories | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABT | CUSIP 002824100 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert J. Alpern | | Mgmt | For | For | For |
| | 2 | Elect Claire Babineaux-Fontenot | | Mgmt | For | For | For |
| | 3 | Elect Sally E. Blount | | Mgmt | For | For | For |
| | 4 | Elect Robert B. Ford | | Mgmt | For | For | For |
| | 5 | Elect Paola Gonzalez | | Mgmt | For | For | For |
| | 6 | Elect Michelle A. Kumbier | | Mgmt | For | For | For |
| | 7 | Elect Darren W. McDew | | Mgmt | For | For | For |
| | 8 | Elect Nancy McKinstry | | Mgmt | For | For | For |
| | 9 | Elect Michael G. O'Grady | | Mgmt | For | For | For |
| | 10 | Elect Michael F. Roman | | Mgmt | For | For | For |
| | 11 | Elect Daniel J. Starks | | Mgmt | For | For | For |
| | 12 | Elect John G. Stratton | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | | ShrHoldr | Against | Against | For |
|
|
|
| AbbVie Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABBV | CUSIP 00287Y109 | | 05/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert J. Alpern | | Mgmt | For | For | For |
| | 2 | Elect Melody B. Meyer | | Mgmt | For | For | For |
| | 3 | Elect Frederick H. Waddell | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| ABIOMED, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABMD | CINS 003654100 | | 08/10/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Michael R. Minogue | | Mgmt | For | For | For |
| | 2 | Elect Director Martin P. Sutter | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director Paula A. Johnson | | Mgmt | For | For | For |
| | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 5 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| Accenture Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ACN | CINS G1151C101 | | 02/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jaime Ardila | | Mgmt | For | For | For |
| | 2 | Elect Director Nancy McKinstry | | Mgmt | For | For | For |
| | 3 | Elect Director Beth E. Mooney | | Mgmt | For | For | For |
| | 4 | Elect Director Gilles C. Pelisson | | Mgmt | For | For | For |
| | 5 | Elect Director Paula A. Price | | Mgmt | For | For | For |
| | 6 | Elect Director Venkata (Murthy) Renduchintala | | Mgmt | For | For | For |
| | 7 | Elect Director Arun Sarin | | Mgmt | For | For | For |
| | 8 | Elect Director Julie Sweet | | Mgmt | For | For | For |
| | 9 | Elect Director Tracey T. Travis | | Mgmt | For | For | For |
| | 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 13 | Renew the Board's Authority to Issue Shares Under Irish Law | | Mgmt | For | For | For |
| | 14 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | | Mgmt | For | For | For |
| | 15 | Determine Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
|
|
|
| Adobe Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ADBE | ISIN US00724PAD15 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Amy L. Banse | | Mgmt | For | For | For |
| | 2 | Elect Brett Biggs | | Mgmt | For | For | For |
| | 3 | Elect Melanie Boulden | | Mgmt | For | For | For |
| | 4 | Elect Frank A. Calderoni | | Mgmt | For | For | For |
| | 5 | Elect Laura B. Desmond | | Mgmt | For | For | For |
| | 6 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 7 | Elect Spencer Neumann | | Mgmt | For | For | For |
| | 8 | Elect Kathleen Oberg | | Mgmt | For | For | For |
| | 9 | Elect Dheeraj Pandey | | Mgmt | For | For | For |
| | 10 | Elect David A. Ricks | | Mgmt | For | For | For |
| | 11 | Elect Daniel Rosensweig | | Mgmt | For | For | For |
| | 12 | Elect John E. Warnock | | Mgmt | For | For | For |
| | 13 | Amendment to the 2019 Equity Incentive Plan | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Shareholder Proposal Regarding Report on Hiring Practices for People With Arrest Records | | ShrHoldr | Against | Against | For |
|
|
|
| ADT Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ADT | CUSIP 00090Q103 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc E. Becker | | Mgmt | For | Withhold | Against |
| | 2 | Elect Stephanie Drescher | | Mgmt | For | Withhold | Against |
| | 3 | Elect Reed B. Rayman | | Mgmt | For | Withhold | Against |
| | 4 | Elect Sigal Zarmi | | Mgmt | For | Withhold | Against |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Affiliated Managers Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMG | CUSIP 008252108 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Karen Alvingham | | Mgmt | For | For | For |
| | 2 | Elect Tracy A. Atkinson | | Mgmt | For | For | For |
| | 3 | Elect Dwight D. Churchill | | Mgmt | For | For | For |
| | 4 | Elect Jay C. Horgen | | Mgmt | For | For | For |
| | 5 | Elect Reuben Jeffery III | | Mgmt | For | For | For |
| | 6 | Elect Felix V. Matos Rodriguez | | Mgmt | For | For | For |
| | 7 | Elect Tracy P. Palandjian | | Mgmt | For | For | For |
| | 8 | Elect David C. Ryan | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Agilent Technologies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | A | CUSIP 00846U101 | | 03/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director Heidi K. Kunz | | Mgmt | For | For | For |
| | 1.2 | Elect Director Susan H. Rataj | | Mgmt | For | For | For |
| | 1.3 | Elect Director George A. Scangos | | Mgmt | For | For | For |
| | 1.4 | Elect Director Dow R. Wilson | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 4 | Provide Right to Call Special Meeting | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Airbnb, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABNB | CUSIP 009066101 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nathan Blecharczyk | | Mgmt | For | For | For |
| | 2 | Elect Alfred Lin | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Alcoa Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AA | CUSIP 013872106 | | 05/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Steven W. Williams | | Mgmt | For | For | For |
| | 2 | Elect Mary Anne Citrino | | Mgmt | For | For | For |
| | 3 | Elect Pasquale (Pat) Fiore | | Mgmt | For | For | For |
| | 4 | Elect Thomas (Tom) J. Gorman | | Mgmt | For | For | For |
| | 5 | Elect Roy C. Harvey | | Mgmt | For | For | For |
| | 6 | Elect James A. Hughes | | Mgmt | For | For | For |
| | 7 | Elect Carol L. Roberts | | Mgmt | For | For | For |
| | 8 | Elect Jackson (Jackie) P. Roberts | | Mgmt | For | For | For |
| | 9 | Elect Ernesto Zedillo Ponce de Leon | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Allegion plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALLE | CUSIP G0176J109 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kirk S. Hachigian | | Mgmt | For | For | For |
| | 2 | Elect Steven C. Mizell | | Mgmt | For | For | For |
| | 3 | Elect Nicole Parent Haughey | | Mgmt | For | For | For |
| | 4 | Elect Lauren B. Peters | | Mgmt | For | For | For |
| | 5 | Elect Ellen Rubin | | Mgmt | For | For | For |
| | 6 | Elect Dean I. Schaffer | | Mgmt | For | For | For |
| | 7 | Elect John H. Stone | | Mgmt | For | For | For |
| | 8 | Elect Dev Vardhan | | Mgmt | For | For | For |
| | 9 | Elect Martin E. Welch III | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Approval of the Incentive Stock Plan of 2023 | | Mgmt | For | For | For |
| | 12 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 13 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 14 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
|
|
|
| Allianz SE | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALV | CINS D03080112 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Germany | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 8 | Allocation of Dividends | | Mgmt | For | For | For |
| | 9 | Ratify Oliver Bate | | Mgmt | For | For | For |
| | 10 | Ratify Sergio Balbinot | | Mgmt | For | For | For |
| | 11 | Ratify Sirma Boshnakova | | Mgmt | For | For | For |
| | 12 | Ratify Barbara Karuth-Zelle | | Mgmt | For | For | For |
| | 13 | Ratify Klaus-Peter Rohler | | Mgmt | For | For | For |
| | 14 | Ratify Ivan de la Sota | | Mgmt | For | For | For |
| | 15 | Ratify Giulio Terzariol | | Mgmt | For | For | For |
| | 16 | Ratify Gunther Thallinger | | Mgmt | For | For | For |
| | 17 | Ratify Christopher Townsend | | Mgmt | For | For | For |
| | 18 | Ratify Renate Wagner | | Mgmt | For | For | For |
| | 19 | Ratify Andreas Wimmer | | Mgmt | For | For | For |
| | 20 | Ratify Michael Diekmann | | Mgmt | For | For | For |
| | 21 | Ratify Gabriele Burkhardt-Berg | | Mgmt | For | For | For |
| | 22 | Ratify Herbert Hainer | | Mgmt | For | For | For |
| | 23 | Ratify Sophie Boissard | | Mgmt | For | For | For |
| | 24 | Ratify Christine Bosse | | Mgmt | For | For | For |
| | 25 | Ratify Rashmy Chatterjee | | Mgmt | For | For | For |
| | 26 | Ratify Friedrich Eichiner | | Mgmt | For | For | For |
| | 27 | Ratify Jean-Claude Le Goaer | | Mgmt | For | For | For |
| | 28 | Ratify Martina Grundler | | Mgmt | For | For | For |
| | 29 | Ratify Godfrey Hayward | | Mgmt | For | For | For |
| | 30 | Ratify Frank Kirsch | | Mgmt | For | For | For |
| | 31 | Ratify Jurgen Lawrenz | | Mgmt | For | For | For |
| | 32 | Ratify Primiano Di Paolo | | Mgmt | For | For | For |
| | 33 | Ratify Jim Hagemann Snabe | | Mgmt | For | For | For |
| | 34 | Appointment of Auditor | | Mgmt | For | For | For |
| | 35 | Remuneration Report | | Mgmt | For | Against | Against |
| | 36 | Supervisory Board Remuneration Policy | | Mgmt | For | For | For |
| | 37 | Amendments to Articles (Virtual Shareholder Meetings) | | Mgmt | For | For | For |
| | 38 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | | Mgmt | For | For | For |
| | 39 | Amendments to Articles (Shareholder Meeting Location) | | Mgmt | For | For | For |
| | 40 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 41 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 42 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 43 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Allison Transmission Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALSN | CUSIP 01973R101 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Judy L. Altmaier | | Mgmt | For | For | For |
| | 2 | Elect D. Scott Barbour | | Mgmt | For | For | For |
| | 3 | Elect Philip J. Christman | | Mgmt | For | For | For |
| | 4 | Elect David C. Everitt | | Mgmt | For | For | For |
| | 5 | Elect David S. Graziosi | | Mgmt | For | For | For |
| | 6 | Elect Carolann I. Haznedar | | Mgmt | For | For | For |
| | 7 | Elect Richard P. Lavin | | Mgmt | For | For | For |
| | 8 | Elect Sasha Ostojic | | Mgmt | For | For | For |
| | 9 | Elect Gustave F. Perna | | Mgmt | For | For | For |
| | 10 | Elect Krishna Shivram | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Ally Financial Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALLY | CUSIP 36186C202 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Franklin W. Hobbs | | Mgmt | For | For | For |
| | 2 | Elect Kenneth J. Bacon | | Mgmt | For | For | For |
| | 3 | Elect William H. Cary | | Mgmt | For | For | For |
| | 4 | Elect Mayree C. Clark | | Mgmt | For | For | For |
| | 5 | Elect Kim S. Fennebresque | | Mgmt | For | Against | Against |
| | 6 | Elect Melissa Goldman | | Mgmt | For | For | For |
| | 7 | Elect Marjorie Magner | | Mgmt | For | For | For |
| | 8 | Elect David Reilly | | Mgmt | For | For | For |
| | 9 | Elect Brian H. Sharples | | Mgmt | For | For | For |
| | 10 | Elect Michael F. Steib | | Mgmt | For | For | For |
| | 11 | Elect Jeffrey J. Brown | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Alphabet Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GOOGL | CUSIP 02079K305 | | 06/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Larry Page | | Mgmt | For | For | For |
| | 2 | Elect Sergey Brin | | Mgmt | For | For | For |
| | 3 | Elect Sundar Pichai | | Mgmt | For | For | For |
| | 4 | Elect John L. Hennessy | | Mgmt | For | For | For |
| | 5 | Elect Frances H. Arnold | | Mgmt | For | For | For |
| | 6 | Elect R. Martin Chavez | | Mgmt | For | For | For |
| | 7 | Elect L. John Doerr | | Mgmt | For | For | For |
| | 8 | Elect Roger W. Ferguson, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Ann Mather | | Mgmt | For | Against | Against |
| | 10 | Elect K. Ram Shriram | | Mgmt | For | For | For |
| | 11 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Amendment to the 2021 Stock Plan | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Lobbying Activity Alignment with Climate Commitments and the Paris Agreement | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Siting in Countries of Significant Human Rights Concern | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Human Rights Impact Assessment | | ShrHoldr | Against | For | Against |
| | 22 | Shareholder Proposal Regarding Algorithm Disclosures | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Alignment of YouTube Policies With Legislation | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Content Governance Report | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Assessment of Audit and Compliance Committee | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
|
|
|
| Altice USA, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ATUS | CUSIP 02156K103 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alexandre Fonseca | | Mgmt | For | Against | Against |
| | 2 | Elect Patrick Drahi | | Mgmt | For | Against | Against |
| | 3 | Elect David Drahi | | Mgmt | For | Against | Against |
| | 4 | Elect Dexter Goei | | Mgmt | For | Against | Against |
| | 5 | Elect Mark Mullen | | Mgmt | For | Against | Against |
| | 6 | Elect Dennis Okhuijsen | | Mgmt | For | Against | Against |
| | 7 | Elect Susan C. Schnabel | | Mgmt | For | Against | Against |
| | 8 | Elect Charles Stewart | | Mgmt | For | Against | Against |
| | 9 | Elect Raymond Svider | | Mgmt | For | Against | Against |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Amazon.com, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMZN | CUSIP 023135106 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey P. Bezos | | Mgmt | For | For | For |
| | 2 | Elect Andrew R. Jassy | | Mgmt | For | For | For |
| | 3 | Elect Keith B. Alexander | | Mgmt | For | For | For |
| | 4 | Elect Edith W. Cooper | | Mgmt | For | For | For |
| | 5 | Elect Jamie S. Gorelick | | Mgmt | For | For | For |
| | 6 | Elect Daniel P. Huttenlocher | | Mgmt | For | For | For |
| | 7 | Elect Judith A. McGrath | | Mgmt | For | For | For |
| | 8 | Elect Indra K. Nooyi | | Mgmt | For | For | For |
| | 9 | Elect Jonathan J. Rubinstein | | Mgmt | For | For | For |
| | 10 | Elect Patricia Q. Stonesifer | | Mgmt | For | For | For |
| | 11 | Elect Wendell P. Weeks | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the 1997 Stock Incentive Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Customer Due Diligence | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | | ShrHoldr | Against | Against | For |
| | 29 | Shareholder Proposal Regarding Formation of Public Policy Committee | | ShrHoldr | Against | Against | For |
| | 30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | | ShrHoldr | Against | Against | For |
| | 31 | Shareholder Proposal Regarding Report on Working Conditions | | ShrHoldr | Against | Against | For |
| | 32 | Shareholder Proposal Regarding Report on Plastic Packaging | | ShrHoldr | Against | Against | For |
| | 33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | | ShrHoldr | Against | Against | For |
|
|
|
| Amdocs Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DOX | CINS G02602103 | | 01/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Guernsey | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director Robert A. Minicucci | | Mgmt | For | For | For |
| | 1.2 | Elect Director Adrian Gardner | | Mgmt | For | For | For |
| | 1.3 | Elect Director Rafael de la Vega | | Mgmt | For | For | For |
| | 1.4 | Elect Director Eli Gelman | | Mgmt | For | For | For |
| | 1.5 | Elect Director Richard T.C. LeFave | | Mgmt | For | For | For |
| | 1.6 | Elect Director John A. MacDonald | | Mgmt | For | For | For |
| | 1.7 | Elect Director Shuky Sheffer | | Mgmt | For | For | For |
| | 1.8 | Elect Director Yvette Kanouff | | Mgmt | For | For | For |
| | 1.9 | Elect Director Sarah Ruth Davis | | Mgmt | For | For | For |
| | 1.10 | Elect Director Amos Genish | | Mgmt | For | For | For |
| | 2 | Approve Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 3 | Approve an Increase in the Quarterly Cash Dividend Rate | | Mgmt | For | For | For |
| | 4 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 5 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
|
|
|
| American Campus Communities, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ACC | CINS 024835100 | | 08/04/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Merger Agreement | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Golden Parachutes | | Mgmt | For | For | For |
| | 3 | Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| American Electric Power Company, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEP | CUSIP 025537101 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nicholas K. Akins | | Mgmt | For | For | For |
| | 2 | Elect J. Barnie Beasley, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Benjamin G.S. Fowke III | | Mgmt | For | For | For |
| | 4 | Elect Art A. Garcia | | Mgmt | For | For | For |
| | 5 | Elect Linda A. Goodspeed | | Mgmt | For | For | For |
| | 6 | Elect Donna A. James | | Mgmt | For | For | For |
| | 7 | Elect Sandra Beach Lin | | Mgmt | For | For | For |
| | 8 | Elect Margaret M. McCarthy | | Mgmt | For | For | For |
| | 9 | Elect Oliver G. Richard, III | | Mgmt | For | For | For |
| | 10 | Elect Daryl Roberts | | Mgmt | For | For | For |
| | 11 | Elect Julia A. Sloat | | Mgmt | For | For | For |
| | 12 | Elect Sara Martinez Tucker | | Mgmt | For | For | For |
| | 13 | Elect Lewis Von Thaer | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| American Express Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AXP | CUSIP 025816109 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas J. Baltimore, Jr. | | Mgmt | For | Against | Against |
| | 2 | Elect John J. Brennan | | Mgmt | For | For | For |
| | 3 | Elect Peter Chernin | | Mgmt | For | For | For |
| | 4 | Elect Walter J. Clayton III | | Mgmt | For | Against | Against |
| | 5 | Elect Ralph de la Vega | | Mgmt | For | For | For |
| | 6 | Elect Theodore J. Leonsis | | Mgmt | For | For | For |
| | 7 | Elect Deborah P. Majoras | | Mgmt | For | For | For |
| | 8 | Elect Karen L. Parkhill | | Mgmt | For | For | For |
| | 9 | Elect Charles E. Phillips, Jr. | | Mgmt | For | For | For |
| | 10 | Elect Lynn A. Pike | | Mgmt | For | For | For |
| | 11 | Elect Stephen J. Squeri | | Mgmt | For | For | For |
| | 12 | Elect Daniel L. Vasella | | Mgmt | For | For | For |
| | 13 | Elect Lisa W. Wardell | | Mgmt | For | For | For |
| | 14 | Elect Christopher D. Young | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
|
|
|
| American Financial Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AFG | CUSIP 025932104 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Carl H. Lindner, III | | Mgmt | For | For | For |
| | 1.2 | Elect S. Craig Lindner | | Mgmt | For | For | For |
| | 1.3 | Elect John B. Berding | | Mgmt | For | For | For |
| | 1.4 | Elect James E. Evans | | Mgmt | For | Withhold | Against |
| | 1.5 | Elect Terry S. Jacobs | | Mgmt | For | For | For |
| | 1.6 | Elect Gregory G. Joseph | | Mgmt | For | For | For |
| | 1.7 | Elect Mary Beth Martin | | Mgmt | For | For | For |
| | 1.8 | Elect Amy Y. Murray | | Mgmt | For | For | For |
| | 1.9 | Elect Evans N. Nwankwo | | Mgmt | For | For | For |
| | 1.10 | Elect William W. Verity | | Mgmt | For | Withhold | Against |
| | 1.11 | Elect John I. Von Lehman | | 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 |
|
|
|
| American International Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AIG | CUSIP 026874784 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Paola Bergamaschi Broyd | | Mgmt | For | For | For |
| | 2 | Elect James Cole, Jr. | | Mgmt | For | For | For |
| | 3 | Elect W. Don Cornwell | | Mgmt | For | For | For |
| | 4 | Elect Linda A. Mills | | Mgmt | For | For | For |
| | 5 | Elect Diana M. Murphy | | Mgmt | For | For | For |
| | 6 | Elect Peter R. Porrino | | Mgmt | For | For | For |
| | 7 | Elect John G. Rice | | Mgmt | For | For | For |
| | 8 | Elect Therese M. Vaughan | | Mgmt | For | For | For |
| | 9 | Elect Vanessa A. Wittman | | Mgmt | For | For | For |
| | 10 | Elect Peter S. Zaffino | | 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 Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| American Tower Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMT | CUSIP 03027X100 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas A. Bartlett | | Mgmt | For | For | For |
| | 2 | Elect Kelly C. Chambliss | | Mgmt | For | For | For |
| | 3 | Elect Teresa H. Clarke | | Mgmt | For | For | For |
| | 4 | Elect Raymond P. Dolan | | Mgmt | For | For | For |
| | 5 | Elect Kenneth R. Frank | | Mgmt | For | For | For |
| | 6 | Elect Robert D. Hormats | | Mgmt | For | For | For |
| | 7 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 8 | Elect Craig Macnab | | Mgmt | For | For | For |
| | 9 | Elect JoAnn A. Reed | | Mgmt | For | For | For |
| | 10 | Elect Pamela D.A. Reeve | | Mgmt | For | For | For |
| | 11 | Elect Bruce L. Tanner | | Mgmt | For | For | For |
| | 12 | Elect Samme L. Thompson | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Ameriprise Financial, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMP | CUSIP 03076C106 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James M. Cracchiolo | | Mgmt | For | For | For |
| | 2 | Elect Robert F. Sharpe, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Dianne Neal Blixt | | Mgmt | For | For | For |
| | 4 | Elect Amy DiGeso | | Mgmt | For | For | For |
| | 5 | Elect Christopher J. Williams | | Mgmt | For | For | For |
| | 6 | Elect Armando Pimentel, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Brian T. Shea | | Mgmt | For | For | For |
| | 8 | Elect W. Edward Walter III | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Amendment to the 2005 Incentive Compensation Plan | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| AmerisourceBergen Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABC | CUSIP 03073E105 | | 03/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Ornella Barra | | Mgmt | For | For | For |
| | 2 | Elect Director Steven H. Collis | | Mgmt | For | For | For |
| | 3 | Elect Director D. Mark Durcan | | Mgmt | For | For | For |
| | 4 | Elect Director Richard W. Gochnauer | | Mgmt | For | For | For |
| | 5 | Elect Director Lon R. Greenberg | | Mgmt | For | For | For |
| | 6 | Elect Director Kathleen W. Hyle | | Mgmt | For | For | For |
| | 7 | Elect Director Lorence H. Kim | | Mgmt | For | For | For |
| | 8 | Elect Director Henry W. McGee | | Mgmt | For | For | For |
| | 9 | Elect Director Redonda G. Miller | | Mgmt | For | For | For |
| | 10 | Elect Director Dennis M. Nally | | Mgmt | For | For | For |
| | 11 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | ShrHoldr | Against | Against | For |
|
|
|
| AMETEK, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AME | CUSIP 031100100 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas A. Amato | | Mgmt | For | For | For |
| | 2 | Elect Anthony J. Conti | | Mgmt | For | For | For |
| | 3 | Elect Gretchen W. McClain | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| AMGEN Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMGN | CUSIP 031162100 | | 05/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Wanda M. Austin | | Mgmt | For | For | For |
| | 2 | Elect Robert A. Bradway | | Mgmt | For | For | For |
| | 3 | Elect Michael V. Drake | | Mgmt | For | For | For |
| | 4 | Elect Brian J. Druker | | Mgmt | For | For | For |
| | 5 | Elect Robert A. Eckert | | Mgmt | For | For | For |
| | 6 | Elect Greg C. Garland | | Mgmt | For | For | For |
| | 7 | Elect Charles M. Holley, Jr. | | Mgmt | For | For | For |
| | 8 | Elect S. Omar Ishrak | | Mgmt | For | For | For |
| | 9 | Elect Tyler Jacks | | Mgmt | For | For | For |
| | 10 | Elect Ellen J. Kullman | | Mgmt | For | For | For |
| | 11 | Elect Amy E. Miles | | Mgmt | For | For | For |
| | 12 | Elect Ronald D. Sugar | | Mgmt | For | For | For |
| | 13 | Elect R. Sanders Williams | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Anglo American plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AAL | CINS G03764134 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Final Dividend | | Mgmt | For | For | For |
| | 3 | Elect Magali Anderson | | Mgmt | For | For | For |
| | 4 | Elect Stuart Chambers | | Mgmt | For | For | For |
| | 5 | Elect Duncan G. Wanblad | | Mgmt | For | For | For |
| | 6 | Elect Stephen T. Pearce | | Mgmt | For | For | For |
| | 7 | Elect Ian R. Ashby | | Mgmt | For | For | For |
| | 8 | Elect Marcelo H. Bastos | | Mgmt | For | For | For |
| | 9 | Elect Hilary Maxson | | Mgmt | For | For | For |
| | 10 | Elect Hixonia Nyasulu | | Mgmt | For | For | For |
| | 11 | Elect Nonkululeko M.C. Nyembezi | | Mgmt | For | For | For |
| | 12 | Elect Ian Tyler | | Mgmt | For | For | For |
| | 13 | Appointment of Auditor | | Mgmt | For | For | For |
| | 14 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 15 | Remuneration Policy | | Mgmt | For | For | For |
| | 16 | Remuneration Report | | 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 Repurchase Shares | | Mgmt | For | For | For |
| | 20 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| APA Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | APA | CUSIP 03743Q108 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Annell R. Bay | | Mgmt | For | For | For |
| | 2 | Elect John J. Christmann IV | | Mgmt | For | For | For |
| | 3 | Elect Juliet S. Ellis | | Mgmt | For | For | For |
| | 4 | Elect Charles W. Hooper | | Mgmt | For | For | For |
| | 5 | Elect Chansoo Joung | | Mgmt | For | For | For |
| | 6 | Elect H. Lamar McKay | | Mgmt | For | For | For |
| | 7 | Elect Amy H. Nelson | | Mgmt | For | For | For |
| | 8 | Elect Daniel W. Rabun | | Mgmt | For | For | For |
| | 9 | Elect Peter A. Ragauss | | Mgmt | For | For | For |
| | 10 | Elect David L. Stover | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Amendment to Allow Exculpation of Officers | | Mgmt | For | For | For |
|
|
|
| Apartment Income REIT Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AIRC | CINS 03750L109 | | 12/07/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Terry Considine | | Mgmt | For | For | For |
| | 2 | Elect Director Thomas N. Bohjalian | | Mgmt | For | For | For |
| | 3 | Elect Director Kristin R. Finney-Cooke | | Mgmt | For | For | For |
| | 4 | Elect Director Thomas L. Keltner | | Mgmt | For | For | For |
| | 5 | Elect Director Devin I. Murphy | | Mgmt | For | For | For |
| | 6 | Elect Director Margarita Palau-Hernandez | | Mgmt | For | For | For |
| | 7 | Elect Director John Dinha Rayis | | Mgmt | For | For | For |
| | 8 | Elect Director Ann Sperling | | Mgmt | For | For | For |
| | 9 | Elect Director Nina A. Tran | | Mgmt | For | For | For |
| | 10 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Amend Omnibus Stock Plan | | Mgmt | For | For | For |
|
|
|
| Apple Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AAPL | CUSIP 037833100 | | 03/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director James Bell | | Mgmt | For | For | For |
| | 2 | Elect Director Tim Cook | | Mgmt | For | For | For |
| | 3 | Elect Director Al Gore | | Mgmt | For | For | For |
| | 4 | Elect Director Alex Gorsky | | Mgmt | For | For | For |
| | 5 | Elect Director Andrea Jung | | Mgmt | For | For | For |
| | 6 | Elect Director Art Levinson | | Mgmt | For | For | For |
| | 7 | Elect Director Monica Lozano | | Mgmt | For | For | For |
| | 8 | Elect Director Ron Sugar | | Mgmt | For | For | For |
| | 9 | Elect Director Sue Wagner | | Mgmt | For | For | For |
| | 10 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Report on Civil Rights and Non-Discrimination Audit | | ShrHoldr | Against | Against | For |
| | 14 | Report on Operations in Communist China | | ShrHoldr | Against | Against | For |
| | 15 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | | ShrHoldr | Against | Against | For |
| | 16 | Report on Median Gender/Racial Pay Gap | | ShrHoldr | Against | Against | For |
| | 17 | Amend Proxy Access Right | | ShrHoldr | Against | Against | For |
|
|
|
| Applied Materials, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMAT | CUSIP 038222105 | | 03/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Rani Borkar | | Mgmt | For | For | For |
| | 2 | Elect Director Judy Bruner | | Mgmt | For | For | For |
| | 3 | Elect Director Xun (Eric) Chen | | Mgmt | For | For | For |
| | 4 | Elect Director Aart J. de Geus | | Mgmt | For | For | For |
| | 5 | Elect Director Gary E. Dickerson | | Mgmt | For | For | For |
| | 6 | Elect Director Thomas J. Iannotti | | Mgmt | For | For | For |
| | 7 | Elect Director Alexander A. Karsner | | Mgmt | For | For | For |
| | 8 | Elect Director Kevin P. March | | Mgmt | For | For | For |
| | 9 | Elect Director Yvonne McGill | | Mgmt | For | For | For |
| | 10 | Elect Director Scott A. McGregor | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 15 | Improve Executive Compensation Program and Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Aptiv PLC | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | APTV | CUSIP G6095L109 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kevin P. Clark | | Mgmt | For | For | For |
| | 2 | Elect Richard L. Clemmer | | Mgmt | For | For | For |
| | 3 | Elect Nancy E. Cooper | | Mgmt | For | For | For |
| | 4 | Elect Joseph L. Hooley | | Mgmt | For | For | For |
| | 5 | Elect Merit E. Janow | | Mgmt | For | For | For |
| | 6 | Elect Sean O. Mahoney | | Mgmt | For | For | For |
| | 7 | Elect Paul M. Meister | | Mgmt | For | For | For |
| | 8 | Elect Robert K. Ortberg | | Mgmt | For | For | For |
| | 9 | Elect Colin J. Parris | | Mgmt | For | For | For |
| | 10 | Elect Ana G. Pinczuk | | Mgmt | For | For | For |
| | 11 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
|
|
|
| Archer-Daniels-Midland Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ADM | CUSIP 039483102 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael S. Burke | | Mgmt | For | For | For |
| | 2 | Elect Theodore Colbert | | Mgmt | For | For | For |
| | 3 | Elect James C. Collins Jr. | | Mgmt | For | For | For |
| | 4 | Elect Terrell K. Crews | | Mgmt | For | For | For |
| | 5 | Elect Ellen de Brabander | | Mgmt | For | For | For |
| | 6 | Elect Suzan F. Harrison | | Mgmt | For | For | For |
| | 7 | Elect Juan R. Luciano | | Mgmt | For | For | For |
| | 8 | Elect Patrick J. Moore | | Mgmt | For | Against | Against |
| | 9 | Elect Debra A. Sandler | | Mgmt | For | For | For |
| | 10 | Elect Lei Z. Schlitz | | Mgmt | For | For | For |
| | 11 | Elect Kelvin R. Westbrook | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Aristocrat Leisure Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALL | CINS Q0521T108 | | 02/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Philippe Etienne as Director | | Mgmt | For | Against | Against |
| | 2 | Elect Pat Ramsey as Director | | Mgmt | For | Against | Against |
| | 3 | Elect Kathleen Conlon as Director | | Mgmt | For | Against | Against |
| | 4 | Elect Bill Lance as Director | | Mgmt | For | Against | Against |
| | 5 | Elect Stephen Mayne as Director | | ShrHoldr | Against | Against | For |
| | 6 | Approve Grant of Performance Share Rights to Trevor Croker | | Mgmt | For | Against | Against |
| | 7 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 8 | Approve Reinsertion of Proportional Takeover Approval Provisions | | Mgmt | For | For | For |
|
|
|
| ASML Holding N.V. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ASML | CINS N07059202 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Remuneration Report | | Mgmt | For | For | For |
| | 6 | Accounts and Reports | | Mgmt | For | For | For |
| | 7 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 8 | Allocation of Dividends | | Mgmt | For | For | For |
| | 9 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 10 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 11 | Long-Term Incentive Plan; Authority to Issue Shares | | Mgmt | For | For | For |
| | 12 | Supervisory Board Remuneration Policy | | Mgmt | For | For | For |
| | 13 | Supervisory Board Fees | | Mgmt | For | For | For |
| | 14 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 15 | Elect Nils Andersen to the Supervisory Board | | Mgmt | For | For | For |
| | 16 | Elect Jack P. de Kreij to the Supervisory Board | | Mgmt | For | For | For |
| | 17 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 18 | Appointment of Auditor | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Suppress Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Cancellation of Shares | | Mgmt | For | For | For |
| | 23 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 24 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 25 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Assa Abloy AB | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ASSAB | CINS W0817X204 | | 04/26/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Sweden | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 7 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 8 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 9 | Election of Presiding Chair | | Mgmt | For | TNA | N/A |
| | 10 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 11 | Agenda | | Mgmt | For | TNA | N/A |
| | 12 | Minutes | | Mgmt | For | TNA | N/A |
| | 13 | Compliance with the Rules of Convocation | | Mgmt | For | TNA | N/A |
| | 14 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 15 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 16 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 17 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 18 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 19 | Allocation of Profits/Dividends | | Mgmt | For | TNA | N/A |
| | 20 | Ratification of Board and CEO Acts | | Mgmt | For | TNA | N/A |
| | 21 | Board Size | | Mgmt | For | TNA | N/A |
| | 22 | Directors' Fees | | Mgmt | For | TNA | N/A |
| | 23 | Authority to Set Auditor's Fees | | Mgmt | For | TNA | N/A |
| | 24 | Election of Directors | | Mgmt | For | TNA | N/A |
| | 25 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 26 | Approval of Nomination Committee Guidelines | | Mgmt | For | TNA | N/A |
| | 27 | Remuneration Report | | Mgmt | For | TNA | N/A |
| | 28 | Authority to Repurchase and Reissue Shares | | Mgmt | For | TNA | N/A |
| | 29 | Adoption of Share-Based Incentives (LTI 2023) | | Mgmt | For | TNA | N/A |
| | 30 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 31 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
|
|
|
| Astrazeneca plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AZN | CINS G0593M107 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Final Dividend | | Mgmt | For | For | For |
| | 3 | Appointment of Auditor | | Mgmt | For | For | For |
| | 4 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 5 | Elect Michel Demare | | Mgmt | For | For | For |
| | 6 | Elect Pascal Soriot | | Mgmt | For | For | For |
| | 7 | Elect Aradhana Sarin | | Mgmt | For | For | For |
| | 8 | Elect Philip Broadley | | Mgmt | For | For | For |
| | 9 | Elect Euan Ashley | | Mgmt | For | For | For |
| | 10 | Elect Deborah DiSanzo | | Mgmt | For | For | For |
| | 11 | Elect Diana Layfield | | Mgmt | For | For | For |
| | 12 | Elect Sherilyn S. McCoy | | Mgmt | For | For | For |
| | 13 | Elect Tony MOK Shu Kam | | Mgmt | For | For | For |
| | 14 | Elect Nazneen Rahman | | Mgmt | For | For | For |
| | 15 | Elect Andreas Rummelt | | Mgmt | For | For | For |
| | 16 | Elect Marcus Wallenberg | | Mgmt | For | For | For |
| | 17 | Remuneration Report | | Mgmt | For | For | For |
| | 18 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 22 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 23 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 24 | Adoption of New Articles | | Mgmt | For | For | For |
|
|
|
| AT&T Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | T | CUSIP 00206R102 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Scott T. Ford | | Mgmt | For | For | For |
| | 2 | Elect Glenn H. Hutchins | | Mgmt | For | Against | Against |
| | 3 | Elect William E. Kennard | | Mgmt | For | For | For |
| | 4 | Elect Stephen J. Luczo | | Mgmt | For | For | For |
| | 5 | Elect Michael B. McCallister | | Mgmt | For | For | For |
| | 6 | Elect Beth E. Mooney | | Mgmt | For | For | For |
| | 7 | Elect Matthew K. Rose | | Mgmt | For | For | For |
| | 8 | Elect John T. Stankey | | Mgmt | For | For | For |
| | 9 | Elect Cindy B. Taylor | | Mgmt | For | For | For |
| | 10 | Elect Luis A. Ubinas | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
|
|
|
| Atlassian Corporation Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TEAM | CINS G06242104 | | 08/22/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Court | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
|
|
|
| Atlassian Corporation Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TEAM | CINS G06242104 | | 08/22/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
|
|
|
| Autodesk, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ADSK | CUSIP 052769106 | | 06/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Andrew Anagnost | | Mgmt | For | For | For |
| | 2 | Elect Karen Blasing | | Mgmt | For | For | For |
| | 3 | Elect Reid French | | Mgmt | For | For | For |
| | 4 | Elect Ayanna M. Howard | | Mgmt | For | For | For |
| | 5 | Elect Blake J. Irving | | Mgmt | For | For | For |
| | 6 | Elect Mary T. McDowell | | Mgmt | For | For | For |
| | 7 | Elect Stephen D. Milligan | | Mgmt | For | For | For |
| | 8 | Elect Lorrie M. Norrington | | Mgmt | For | Against | Against |
| | 9 | Elect Elizabeth S. Rafael | | Mgmt | For | For | For |
| | 10 | Elect Rami Rahim | | Mgmt | For | For | For |
| | 11 | Elect Stacy J. Smith | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Automatic Data Processing, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ADP | CINS 053015103 | | 11/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 4 | Elect Director Peter Bisson | | Mgmt | For | For | For |
| | 5 | Elect Director David V. Goeckeler | | Mgmt | For | For | For |
| | 6 | Elect Director Linnie M. Haynesworth | | Mgmt | For | For | For |
| | 7 | Elect Director John P. Jones | | Mgmt | For | For | For |
| | 8 | Elect Director Francine S. Katsoudas | | Mgmt | For | For | For |
| | 9 | Elect Director Nazzic S. Keene | | Mgmt | For | For | For |
| | 10 | Elect Director Thomas J. Lynch | | Mgmt | For | For | For |
| | 11 | Elect Director Scott F. Powers | | Mgmt | For | For | For |
| | 12 | Elect Director William J. Ready | | Mgmt | For | For | For |
| | 13 | Elect Director Carlos A. Rodriguez | | Mgmt | For | For | For |
| | 14 | Elect Director Sandra S. Wijnberg | | Mgmt | For | For | For |
|
|
|
| AutoNation, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AN | ISIN US05329W1027 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Rick L. Burdick | | Mgmt | For | For | For |
| | 2 | Elect David B. Edelson | | Mgmt | For | For | For |
| | 3 | Elect Robert R. Grusky | | Mgmt | For | For | For |
| | 4 | Elect Norman K. Jenkins | | Mgmt | For | For | For |
| | 5 | Elect Lisa Lutoff-Perlo | | Mgmt | For | For | For |
| | 6 | Elect Michael Manley | | Mgmt | For | For | For |
| | 7 | Elect G. Mike Mikan | | Mgmt | For | For | For |
| | 8 | Elect Jacqueline A. Travisano | | Mgmt | For | Against | Against |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 12 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| AutoZone, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AZO | CINS 053332102 | | 12/14/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jill A. Soltau | | Mgmt | For | For | For |
| | 2 | Elect Director Michael A. George | | Mgmt | For | For | For |
| | 3 | Elect Director Linda A. Goodspeed | | Mgmt | For | For | For |
| | 4 | Elect Director Earl G. Graves, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Director Enderson Guimaraes | | Mgmt | For | For | For |
| | 6 | Elect Director Brian P. Hannasch | | Mgmt | For | For | For |
| | 7 | Elect Director D. Bryan Jordan | | Mgmt | For | For | For |
| | 8 | Elect Director Gale V. King | | Mgmt | For | For | For |
| | 9 | Elect Director George R. Mrkonic, Jr. | | Mgmt | For | For | For |
| | 10 | Elect Director William C. Rhodes, III | | Mgmt | For | For | For |
| | 11 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| AvalonBay Communities, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AVB | CUSIP 053484101 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Glyn F. Aeppel | | Mgmt | For | For | For |
| | 2 | Elect Terry S. Brown | | Mgmt | For | For | For |
| | 3 | Elect Ronald L. Havner, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Stephen P. Hills | | Mgmt | For | For | For |
| | 5 | Elect Christopher B. Howard | | Mgmt | For | For | For |
| | 6 | Elect Richard J. Lieb | | Mgmt | For | For | For |
| | 7 | Elect Nnenna Lynch | | Mgmt | For | For | For |
| | 8 | Elect Charles E. Mueller, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Timothy J. Naughton | | Mgmt | For | For | For |
| | 10 | Elect Benjamin W. Schall | | Mgmt | For | For | For |
| | 11 | Elect Susan Swanezy | | Mgmt | For | For | For |
| | 12 | Elect W. Edward Walter III | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Aviva Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AV. | CINS G0683Q158 | | 05/04/2023 | | 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 | | Mgmt | For | For | For |
| | 3 | Approval of the Company's Climate-related Financial Disclosure | | Mgmt | For | For | For |
| | 4 | Final Dividend | | Mgmt | For | For | For |
| | 5 | Elect Michael Craston | | Mgmt | For | For | For |
| | 6 | Elect Charlotte C. Jones | | Mgmt | For | For | For |
| | 7 | Elect Amanda J. Blanc | | Mgmt | For | For | For |
| | 8 | Elect Andrea Blance | | Mgmt | For | For | For |
| | 9 | Elect George Culmer | | Mgmt | For | For | For |
| | 10 | Elect Patrick Flynn | | Mgmt | For | For | For |
| | 11 | Elect Shonaid Jemmett-Page | | Mgmt | For | For | For |
| | 12 | Elect Mohit Joshi | | Mgmt | For | For | For |
| | 13 | Elect Pippa Lambert | | Mgmt | For | For | For |
| | 14 | Elect Jim McConville | | Mgmt | For | For | For |
| | 15 | Elect Michael Mire | | Mgmt | For | For | For |
| | 16 | Elect Martin Strobel | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 23 | Authority to Issue Solvency II Securities w/ Preemptive Rights | | Mgmt | For | For | For |
| | 24 | Authority to Issue Solvency II Securities w/o Preemptive Rights | | Mgmt | For | For | For |
| | 25 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 26 | Authority to Repurchase 8 3/4% Preference Shares | | Mgmt | For | For | For |
| | 27 | Authority to Repurchase 8 3/8% Preference Shares | | Mgmt | For | For | For |
| | 28 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| Aviva Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AV. | CINS G0683Q158 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Other | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Reduction in Share Premium Account | | Mgmt | For | For | For |
| | 2 | Reduction in Capital Redemption Reserve | | Mgmt | For | For | For |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Axa | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CS | CINS F06106102 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 8 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 9 | Accounts and Reports | | Mgmt | For | For | For |
| | 10 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 11 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 12 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 13 | 2022 Remuneration of Denis Duverne, Chair (Until April 28, 2022) | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration of Antoine Gosset-Grainville, Chair (From April 28, 2022) | | Mgmt | For | For | For |
| | 15 | 2022 Remuneration of Thomas Buberl, CEO | | Mgmt | For | Against | Against |
| | 16 | 2023 Remuneration Policy (CEO) | | Mgmt | For | For | For |
| | 17 | 2023 Remuneration Policy (Chair) | | Mgmt | For | For | For |
| | 18 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 19 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 20 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 21 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 23 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 24 | Authority to Issue Shares and Convertible Debt Through Private Placement | | Mgmt | For | For | For |
| | 25 | Authority to Set Offering Price of Shares | | Mgmt | For | For | For |
| | 26 | Authority to Increase Capital in Case of Exchange Offers | | Mgmt | For | For | For |
| | 27 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 28 | Authority to Issue Shares w/o Preemptive Rights in Consideration for Securities Issued by Subsidiaries | | Mgmt | For | For | For |
| | 29 | Authority to Issue Shares w/ Preemptive Rights in Consideration for Securities Issued by Subsidiaries | | Mgmt | For | For | For |
| | 30 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 31 | Stock Purchase Plan for Overseas Employees | | Mgmt | For | For | For |
| | 32 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 33 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
|
|
|
| BAE Systems plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BA. | CINS G06940103 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Remuneration Policy | | Mgmt | For | For | For |
| | 3 | Remuneration Report | | Mgmt | For | For | For |
| | 4 | Final Dividend | | Mgmt | For | For | For |
| | 5 | Elect Nick Anderson | | Mgmt | For | For | For |
| | 6 | Elect Thomas Arseneault | | Mgmt | For | For | For |
| | 7 | Elect Crystal E. Ashby | | Mgmt | For | For | For |
| | 8 | Elect Elizabeth Corley | | Mgmt | For | For | For |
| | 9 | Elect Bradley Greve | | Mgmt | For | For | For |
| | 10 | Elect Jane Griffiths | | Mgmt | For | For | For |
| | 11 | Elect Chris Grigg | | Mgmt | For | For | For |
| | 12 | Elect Ewan Kirk | | Mgmt | For | For | For |
| | 13 | Elect Stephen T. Pearce | | Mgmt | For | For | For |
| | 14 | Elect Nicole W. Piasecki | | Mgmt | For | For | For |
| | 15 | Elect Charles Woodburn | | Mgmt | For | For | For |
| | 16 | Elect Cressida Hogg | | Mgmt | For | For | For |
| | 17 | Elect Mark Sedwill | | Mgmt | For | For | For |
| | 18 | Appointment of Auditor | | Mgmt | For | For | For |
| | 19 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 20 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 21 | Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 23 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 24 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 25 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| Banco Bilbao Vizcaya Argentaria S.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BBVA | CINS E11805103 | | 03/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Ordinary | Spain | | |
| | 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 | Report on Non-Financial Information | | Mgmt | For | For | For |
| | 5 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 6 | Ratification of Board Acts | | Mgmt | For | For | For |
| | 7 | Elect Raul Catarino Galamba de Oliveira | | Mgmt | For | For | For |
| | 8 | Elect Lourdes Maiz Carro | | Mgmt | For | For | For |
| | 9 | Elect Ana Leonor Revenga Shanklin | | Mgmt | For | For | For |
| | 10 | Elect Carlos Salazar Lomelin | | Mgmt | For | For | For |
| | 11 | Elect Sonia Dula | | Mgmt | For | For | For |
| | 12 | Authority to Cancel Treasury Shares and Reduce Capital | | Mgmt | For | For | For |
| | 13 | Remuneration Policy | | Mgmt | For | For | For |
| | 14 | Maximum Variable Pay Ratio | | Mgmt | For | For | For |
| | 15 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 16 | Remuneration Report | | Mgmt | For | For | For |
| | 17 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Bandai Namco Holdings Inc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 7832 | CINS Y0606D102 | | 06/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Masaru Kawaguchi | | Mgmt | For | For | For |
| | 4 | Elect Yuji Asako | | Mgmt | For | For | For |
| | 5 | Elect Nobuhiko Momoi | | Mgmt | For | For | For |
| | 6 | Elect Nao Udagawa Nao Ochiai | | Mgmt | For | For | For |
| | 7 | Elect Kazuhiro Takenaka | | Mgmt | For | For | For |
| | 8 | Elect Makoto Asanuma | | Mgmt | For | For | For |
| | 9 | Elect Hiroshi Kawasaki | | Mgmt | For | For | For |
| | 10 | Elect Shuji Otsu | | Mgmt | For | For | For |
| | 11 | Elect Koichi Kawana | | Mgmt | For | Against | Against |
| | 12 | Elect Toshio Shimada | | Mgmt | For | For | For |
|
|
|
| Bank Leumi Le-Israel Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LUMI | CINS M16043107 | | 08/04/2022 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual/Special | Israel | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Discuss Financial Statements and the Report of the Board | | Mgmt | N/A | TNA | N/A |
| | 2 | Reappoint Somekh Chaikin (KPMG) and Brightman Almagor Zohar and Co. (Deloitte) as Joint Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | TNA | N/A |
| | 3 | Elect Dan Laluz as External Director | | Mgmt | For | TNA | N/A |
| | 4 | Elect Zvi Nagan as External Director | | Mgmt | For | TNA | N/A |
| | 5 | Elect Esther Eldan as Director | | Mgmt | For | TNA | N/A |
| | 6 | Elect Esther Dominisini as Director | | Mgmt | For | TNA | N/A |
| | 7 | Elect Irit Shlomi as Director | | Mgmt | For | TNA | N/A |
| | 8 | Amend Bank Articles | | Mgmt | For | TNA | N/A |
| | 9 | Approve Amended Compensation Policy for the Directors and Officers of the Company | | Mgmt | For | TNA | N/A |
| | 10 | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | | Mgmt | None | TNA | N/A |
| | 11 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | | Mgmt | None | TNA | N/A |
| | 12 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | | Mgmt | None | TNA | N/A |
| | 13 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | | Mgmt | None | TNA | N/A |
|
|
|
| Bank of Ireland Group Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BIRG | CINS G0756R109 | | 05/23/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 3 | Final Dividend | | Mgmt | For | TNA | N/A |
| | 4 | Elect Myles O'Grady | | Mgmt | For | TNA | N/A |
| | 5 | Elect Giles Andrews | | Mgmt | For | TNA | N/A |
| | 6 | Elect Evelyn Bourke | | Mgmt | For | TNA | N/A |
| | 7 | Elect Ian Buchanan | | Mgmt | For | TNA | N/A |
| | 8 | Elect Eileen Fitzpatrick | | Mgmt | For | TNA | N/A |
| | 9 | Elect Richard Goulding | | Mgmt | For | TNA | N/A |
| | 10 | Elect Michele Greene | | Mgmt | For | TNA | N/A |
| | 11 | Elect Patrick Kennedy | | Mgmt | For | TNA | N/A |
| | 12 | Elect Fiona Muldoon | | Mgmt | For | TNA | N/A |
| | 13 | Elect Steve Pateman | | Mgmt | For | TNA | N/A |
| | 14 | Elect Mark Spain | | Mgmt | For | TNA | N/A |
| | 15 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 16 | Authority to Set Auditor's Fees | | Mgmt | For | TNA | N/A |
| | 17 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | TNA | N/A |
| | 18 | Remuneration Report | | Mgmt | For | TNA | N/A |
| | 19 | Remuneration Policy | | Mgmt | For | TNA | N/A |
| | 20 | Authority to Repurchase Shares | | Mgmt | For | TNA | N/A |
| | 21 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | TNA | N/A |
| | 22 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | TNA | N/A |
| | 23 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | TNA | N/A |
| | 24 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | TNA | N/A |
| | 25 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | TNA | N/A |
| | 26 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 27 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 28 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 29 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 30 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
|
|
|
| Barclays plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BARC | CINS G08036124 | | 05/03/2023 | | 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 | | Mgmt | For | Against | Against |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Elect Marc Moses | | Mgmt | For | For | For |
| | 5 | Elect Robert Berry | | Mgmt | For | For | For |
| | 6 | Elect Tim Breedon | | Mgmt | For | For | For |
| | 7 | Elect Anna Cross | | Mgmt | For | For | For |
| | 8 | Elect Mohamed A. El-Erian | | Mgmt | For | For | For |
| | 9 | Elect Dawn Fitzpatrick | | Mgmt | For | For | For |
| | 10 | Elect Mary E. Francis | | Mgmt | For | For | For |
| | 11 | Elect Crawford Gillies | | Mgmt | For | For | For |
| | 12 | Elect Brian Gilvary | | Mgmt | For | For | For |
| | 13 | Elect Nigel Higgins | | Mgmt | For | For | For |
| | 14 | Elect Diane L. Schueneman | | Mgmt | For | For | For |
| | 15 | Elect C. S Venkatakrishnan | | Mgmt | For | For | For |
| | 16 | Elect Julia Wilson | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 23 | Authority to Issue Equity Convertible Notes w/ Preemptive Rights | | Mgmt | For | For | For |
| | 24 | Authority to Issue Equity Convertible Notes w/o Preemptive Rights | | Mgmt | For | For | For |
| | 25 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 26 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| Barratt Developments Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BDEV | CINS G08288105 | | 10/17/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 2 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 3 | Approve Final Dividend | | Mgmt | For | For | For |
| | 4 | Elect Mike Scott as Director | | Mgmt | For | For | For |
| | 5 | Re-elect John Allan as Director | | Mgmt | For | For | For |
| | 6 | Re-elect David Thomas as Director | | Mgmt | For | For | For |
| | 7 | Re-elect Steven Boyes as Director | | Mgmt | For | For | For |
| | 8 | Re-elect Katie Bickerstaffe as Director | | Mgmt | For | For | For |
| | 9 | Re-elect Jock Lennox as Director | | Mgmt | For | For | For |
| | 10 | Re-elect Chris Weston as Director | | Mgmt | For | For | For |
| | 11 | Re-elect Sharon White as Director | | Mgmt | For | For | For |
| | 12 | Reappoint Deloitte LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Authorise the Audit Committee to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 14 | Authorise UK Political Donations and Expenditure | | Mgmt | For | For | For |
| | 15 | Authorise Issue of Equity | | Mgmt | For | For | For |
| | 16 | Authorise Issue of Equity without Pre-emptive Rights | | Mgmt | For | For | For |
| | 17 | Authorise Market Purchase of Ordinary Shares | | Mgmt | For | For | For |
| | 18 | Authorise the Company to Call General Meeting with Two Weeks' Notice | | Mgmt | For | Against | Against |
|
|
|
| Bath & Body Works, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BBWI | CUSIP 070830104 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Patricia S. Bellinger | | Mgmt | For | For | For |
| | 2 | Elect Alessandro Bogliolo | | Mgmt | For | For | For |
| | 3 | Elect Gina R. Boswell | | Mgmt | For | For | For |
| | 4 | Elect Lucy Brady | | Mgmt | For | For | For |
| | 5 | Elect Francis A. Hondal | | Mgmt | For | For | For |
| | 6 | Elect Thomas J. Kuhn | | Mgmt | For | For | For |
| | 7 | Elect Danielle M. Lee | | Mgmt | For | For | For |
| | 8 | Elect Michael G. Morris | | Mgmt | For | For | For |
| | 9 | Elect Sarah E. Nash | | Mgmt | For | For | For |
| | 10 | Elect Juan Rajlin | | Mgmt | For | For | For |
| | 11 | Elect Stephen D. Steinour | | Mgmt | For | For | For |
| | 12 | Elect J.K. Symancyk | | Mgmt | For | For | For |
| | 13 | Elect Steven E. Voskuil | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Berkshire Hathaway Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BRKA | CUSIP 084670702 | | 05/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Warren E. Buffett | | Mgmt | For | For | For |
| | 1.2 | Elect Charles T. Munger | | Mgmt | For | For | For |
| | 1.3 | Elect Gregory E. Abel | | Mgmt | For | For | For |
| | 1.4 | Elect Howard G. Buffett | | Mgmt | For | For | For |
| | 1.5 | Elect Susan A. Buffett | | Mgmt | For | For | For |
| | 1.6 | Elect Stephen B. Burke | | Mgmt | For | For | For |
| | 1.7 | Elect Kenneth I. Chenault | | Mgmt | For | For | For |
| | 1.8 | Elect Christopher C. Davis | | Mgmt | For | For | For |
| | 1.9 | Elect Susan L. Decker | | Mgmt | For | For | For |
| | 1.10 | Elect Charlotte Guyman | | Mgmt | For | Withhold | Against |
| | 1.11 | Elect Ajit Jain | | Mgmt | For | For | For |
| | 1.12 | Elect Thomas S. Murphy, Jr. | | Mgmt | For | For | For |
| | 1.13 | Elect Ronald L. Olson | | Mgmt | For | Withhold | Against |
| | 1.14 | Elect Wallace R. Weitz | | Mgmt | For | For | For |
| | 1.15 | Elect Meryl B. Witmer | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 4 | Shareholder Proposal Regarding Climate Report | | ShrHoldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Disclosure and Oversight of Climate Change Risks | | ShrHoldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
| | 8 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Public Positions on Political Speech | | ShrHoldr | Against | Against | For |
|
|
|
| BHP Group Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BHP | CINS Q1498M100 | | 11/10/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michelle Hinchliffe as Director | | Mgmt | For | For | For |
| | 2 | Elect Catherine Tanna as Director | | Mgmt | For | For | For |
| | 3 | Elect Terry Bowen as Director | | Mgmt | For | For | For |
| | 4 | Elect Xiaoqun Clever as Director | | Mgmt | For | For | For |
| | 5 | Elect Ian Cockerill as Director | | Mgmt | For | For | For |
| | 6 | Elect Gary Goldberg as Director | | Mgmt | For | For | For |
| | 7 | Elect Ken MacKenzie as Director | | Mgmt | For | For | For |
| | 8 | Elect Christine O'Reilly as Director | | Mgmt | For | For | For |
| | 9 | Elect Dion Weisler as Director | | Mgmt | For | For | For |
| | 10 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 11 | Approve Grant of Awards to Mike Henry | | Mgmt | For | For | For |
| | 12 | Approve the Amendments to the Company's Constitution | | ShrHoldr | Against | Against | For |
| | 13 | Approve Policy Advocacy | | ShrHoldr | Against | Against | For |
| | 14 | Approve Climate Accounting and Audit | | ShrHoldr | Against | Against | For |
|
|
|
| Biomerieux S.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BIM | CINS F1149Y232 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Accounts and Reports; Non Tax-Deductible Expenses | | Mgmt | For | For | For |
| | 8 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Ratification of Board Acts | | Mgmt | For | For | For |
| | 10 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 11 | Related Party Transactions (Fondation Christophe and Rodolphe Merieux) | | Mgmt | For | For | For |
| | 12 | Related Party Transactions (Specific Diagnostics) | | Mgmt | For | For | For |
| | 13 | Elect Philippe Archinard | | Mgmt | For | Against | Against |
| | 14 | Appointment of Auditor (Grant Thornton) | | Mgmt | For | For | For |
| | 15 | 2023 Remuneration Policy (Corporate Officers) | | Mgmt | For | For | For |
| | 16 | 2023 Remuneration Policy (Chair and CEO) | | Mgmt | For | For | For |
| | 17 | 2023 Remuneration Policy (Deputy CEO) | | Mgmt | For | Against | Against |
| | 18 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 19 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 20 | 2022 Remuneration of Alexandre Merieux, Chair and CEO | | Mgmt | For | For | For |
| | 21 | 2022 Remuneration of Pierre Boulud, Deputy CEO | | Mgmt | For | Against | Against |
| | 22 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 23 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 24 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 25 | Authority to Issue Shares and Convertible Debt Through Private Placement | | Mgmt | For | Against | Against |
| | 26 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights in Case of Exchange Offer | | Mgmt | For | Against | Against |
| | 27 | Authority to Set Offering Price of Shares | | Mgmt | For | Against | Against |
| | 28 | Greenshoe | | Mgmt | For | Against | Against |
| | 29 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | Against | Against |
| | 30 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 31 | Authority to Issue Shares w/o Preemptive Rights in Consideration for Securities Issued by Subsidiaries | | Mgmt | For | Against | Against |
| | 32 | Authority to Grant Stock Options | | Mgmt | For | Against | Against |
| | 33 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 34 | Removal of Preemptive Rights Rights in Favour of Beneficiaries of Employee Stock Purchase Plans | | Mgmt | For | For | For |
| | 35 | Global Ceiling on Capital Increases and Debt Issuances | | Mgmt | For | For | For |
| | 36 | Acknowledgement of the Non-Conversion to a Corporate Form Societas Europaea (SE) | | Mgmt | For | For | For |
| | 37 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 38 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 39 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Bio-Rad Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BIO | CUSIP 090572207 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Melinda Litherland | | Mgmt | For | Against | Against |
| | 2 | Elect Arnold A. Pinkston | | Mgmt | For | Against | Against |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
|
|
|
| BJ's Wholesale Club Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BJ | CUSIP 05550J101 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Christopher J. Baldwin | | Mgmt | For | For | For |
| | 1.2 | Elect Darryl Brown | | Mgmt | For | For | For |
| | 1.3 | Elect Bob Eddy | | Mgmt | For | For | For |
| | 1.4 | Elect Michelle Gloeckler | | Mgmt | For | For | For |
| | 1.5 | Elect Maile Naylor | | Mgmt | For | For | For |
| | 1.6 | Elect Ken Parent | | Mgmt | For | For | For |
| | 1.7 | Elect Christopher H. Peterson | | Mgmt | For | For | For |
| | 1.8 | Elect Robert A. Steele | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Bluescope Steel Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BSL | CINS Q1415L177 | | 11/22/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 2 | Approve Grant of Share Rights to Mark Vassella | | Mgmt | For | For | For |
| | 3 | Approve Grant of Alignment Rights to Mark Vassella | | Mgmt | For | For | For |
| | 4 | Approve the Increase in Maximum Aggregate Non-Executive Director Fee Pool | | Mgmt | None | For | N/A |
| | 5 | Elect Ewen Crouch as Director | | Mgmt | For | For | For |
| | 6 | Elect K'Lynne Johnson as Director | | Mgmt | For | For | For |
| | 7 | Elect ZhiQiang Zhang as Director | | Mgmt | For | For | For |
| | 8 | Elect Jane McAloon as Director | | Mgmt | For | For | For |
| | 9 | Elect Peter Alexander as Director | | Mgmt | For | For | For |
|
|
|
| Booking Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BKNG | CUSIP 09857L108 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Glenn D. Fogel | | Mgmt | For | For | For |
| | 1.2 | Elect Mirian M. Graddick-Weir | | Mgmt | For | For | For |
| | 1.3 | Elect Wei Hopeman | | Mgmt | For | For | For |
| | 1.4 | Elect Robert J. Mylod Jr. | | Mgmt | For | For | For |
| | 1.5 | Elect Charles H. Noski | | Mgmt | For | For | For |
| | 1.6 | Elect JosephLarry Quinlan | | Mgmt | For | For | For |
| | 1.7 | Elect Nicholas J. Read | | Mgmt | For | For | For |
| | 1.8 | Elect Thomas E. Rothman | | Mgmt | For | For | For |
| | 1.9 | Elect Sumit Singh | | Mgmt | For | For | For |
| | 1.10 | Elect Lynn M. Vojvodich Radakovich | | Mgmt | For | For | For |
| | 1.11 | Elect Vanessa A. Wittman | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Boston Scientific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BSX | CUSIP 101137107 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 Edward J. Ludwig | | Mgmt | For | For | For |
| | 5 | Elect Michael F. Mahoney | | Mgmt | For | For | For |
| | 6 | Elect David J. Roux | | Mgmt | For | For | For |
| | 7 | Elect John E. Sununu | | Mgmt | For | For | For |
| | 8 | Elect David S. Wichmann | | Mgmt | For | For | For |
| | 9 | Elect Ellen M. Zane | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Boyd Gaming Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BYD | CUSIP 103304101 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect John R. Bailey | | Mgmt | For | For | For |
| | 1.2 | Elect William R. Boyd | | Mgmt | For | For | For |
| | 1.3 | Elect Marianne Boyd Johnson | | Mgmt | For | For | For |
| | 1.4 | Elect Keith E. Smith | | Mgmt | For | For | For |
| | 1.5 | Elect Christine J. Spadafor | | Mgmt | For | For | For |
| | 1.6 | Elect A. Randall Thoman | | Mgmt | For | For | For |
| | 1.7 | Elect Peter M. Thomas | | Mgmt | For | For | For |
| | 1.8 | Elect Paul W. Whetsell | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
|
|
|
| BP plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BP. | CINS G12793108 | | 04/27/2023 | | 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 | | Mgmt | For | Against | Against |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Elect Helge Lund | | Mgmt | For | For | For |
| | 5 | Elect Bernard Looney | | Mgmt | For | For | For |
| | 6 | Elect Murray Auchincloss | | Mgmt | For | For | For |
| | 7 | Elect Paula Rosput Reynolds | | Mgmt | For | For | For |
| | 8 | Elect Melody B. Meyer | | Mgmt | For | For | For |
| | 9 | Elect Tushar Morzaria | | Mgmt | For | For | For |
| | 10 | Elect Sir John Sawers | | Mgmt | For | For | For |
| | 11 | Elect Pamela Daley | | Mgmt | For | For | For |
| | 12 | Elect Karen A. Richardson | | Mgmt | For | For | For |
| | 13 | Elect Johannes Teyssen | | Mgmt | For | For | For |
| | 14 | Elect Amanda J. Blanc | | Mgmt | For | For | For |
| | 15 | Elect Satish Pai | | Mgmt | For | For | For |
| | 16 | Elect Hina Nagarajan | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 23 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 24 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 25 | Shareholder Proposal Regarding Reporting and Reducing Greenhouse Gas Emissions | | ShrHoldr | Against | Against | For |
|
|
|
| Brambles Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BXB | CINS Q6634U106 | | 10/18/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 2 | Elect Kendra Banks as Director | | Mgmt | For | Against | Against |
| | 3 | Elect George El-Zoghbi as Director | | Mgmt | For | Against | Against |
| | 4 | Elect Jim Miller as Director | | Mgmt | For | Against | Against |
| | 5 | Approve Brambles Limited Performance Share Plan | | Mgmt | For | For | For |
| | 6 | Approve Participation of Graham Chipchase in the Performance Share Plan | | Mgmt | For | For | For |
| | 7 | Approve Participation of Nessa O'Sullivan in the Performance Share Plan | | Mgmt | For | For | For |
| | 8 | Approve Participation of Graham Chipchase in the MyShare Plan | | Mgmt | For | For | For |
| | 9 | Approve the Amendments to the Company's Constitution | | Mgmt | For | For | For |
|
|
|
| Bristol-Myers Squibb Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BMY | CUSIP 110122108 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter J. Arduini | | Mgmt | For | For | For |
| | 2 | Elect Deepak L. Bhatt | | Mgmt | For | For | For |
| | 3 | Elect Giovanni Caforio | | Mgmt | For | For | For |
| | 4 | Elect Julia A. Haller | | Mgmt | For | For | For |
| | 5 | Elect Manuel Hidalgo Medina | | Mgmt | For | For | For |
| | 6 | Elect Paula A. Price | | Mgmt | For | For | For |
| | 7 | Elect Derica W. Rice | | Mgmt | For | For | For |
| | 8 | Elect Theodore R. Samuels, II | | Mgmt | For | For | For |
| | 9 | Elect Gerald Storch | | Mgmt | For | For | For |
| | 10 | Elect Karen H. Vousden | | Mgmt | For | For | For |
| | 11 | Elect Phyllis R. Yale | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 16 | Shareholder Proposal Regarding Non-Discrimination Audit | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | | ShrHoldr | Against | Against | For |
|
|
|
| British American Tobacco Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BATS | CINS G1510J102 | | 04/19/2023 | | 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 | | 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 Luc Jobin | | Mgmt | For | For | For |
| | 6 | Elect Jack M. Bowles | | Mgmt | For | For | For |
| | 7 | Elect Tadeu Marroco | | Mgmt | For | For | For |
| | 8 | Elect Krishnan Anand | | Mgmt | For | For | For |
| | 9 | Elect Susan J. Farr | | Mgmt | For | For | For |
| | 10 | Elect Karen Guerra | | Mgmt | For | For | For |
| | 11 | Elect Holly K. Koeppel | | Mgmt | For | For | For |
| | 12 | Elect Dimitri Panayotopoulos | | Mgmt | For | For | For |
| | 13 | Elect J. Darrell Thomas | | Mgmt | For | For | For |
| | 14 | Elect Veronique Laury | | Mgmt | For | For | For |
| | 15 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 16 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 17 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 18 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 19 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 20 | Adoption of New Articles | | Mgmt | For | For | For |
|
|
|
| Brixmor Property Group Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BRX | CUSIP 11120U105 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James M. Taylor Jr. | | Mgmt | For | For | For |
| | 2 | Elect Michael Berman | | Mgmt | For | For | For |
| | 3 | Elect Julie Bowerman | | Mgmt | For | For | For |
| | 4 | Elect Sheryl M. Crosland | | Mgmt | For | For | For |
| | 5 | Elect Thomas W. Dickson | | Mgmt | For | For | For |
| | 6 | Elect Daniel B. Hurwitz | | Mgmt | For | For | For |
| | 7 | Elect Sandra A.J. Lawrence | | Mgmt | For | For | For |
| | 8 | Elect William D. Rahm | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Broadcom Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AVGO | ISIN US11135F2002 | | 04/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Diane M. Bryant | | Mgmt | For | For | For |
| | 2 | Elect Gayla J. Delly | | Mgmt | For | For | For |
| | 3 | Elect Raul J. Fernandez | | Mgmt | For | For | For |
| | 4 | Elect Eddy W. Hartenstein | | Mgmt | For | For | For |
| | 5 | Elect Check Kian Low | | Mgmt | For | For | For |
| | 6 | Elect Justine F. Page | | Mgmt | For | For | For |
| | 7 | Elect Henry S. Samueli | | Mgmt | For | For | For |
| | 8 | Elect Hock E. Tan | | Mgmt | For | For | For |
| | 9 | Elect Harry L. You | | Mgmt | For | Against | Against |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Amendment to the 2012 Stock Incentive Plan | | Mgmt | For | Against | Against |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Brown & Brown, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BRO | CUSIP 115236101 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect J. Hyatt Brown | | Mgmt | For | For | For |
| | 1.2 | Elect J. Powell Brown | | Mgmt | For | For | For |
| | 1.3 | Elect Lawrence L. Gellerstedt, III | | Mgmt | For | For | For |
| | 1.4 | Elect James C. Hays | | Mgmt | For | For | For |
| | 1.5 | Elect Theodore J. Hoepner | | Mgmt | For | For | For |
| | 1.6 | Elect James S. Hunt | | Mgmt | For | For | For |
| | 1.7 | Elect Toni Jennings | | Mgmt | For | For | For |
| | 1.8 | Elect Timothy R.M. Main | | Mgmt | For | For | For |
| | 1.9 | Elect Jaymin B. Patel | | Mgmt | For | For | For |
| | 1.10 | Elect H. Palmer Proctor, Jr. | | Mgmt | For | Withhold | Against |
| | 1.11 | Elect Wendell S. Reilly | | Mgmt | For | For | For |
| | 1.12 | Elect Chilton D. Varner | | 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 |
|
|
|
| Cadence Design Systems, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CDNS | CUSIP 127387108 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mark W. Adams | | Mgmt | For | For | For |
| | 2 | Elect Ita M. Brennan | | Mgmt | For | For | For |
| | 3 | Elect Lewis Chew | | Mgmt | For | For | For |
| | 4 | Elect Anirudh Devgan | | Mgmt | For | For | For |
| | 5 | Elect Mary L. Krakauer | | Mgmt | For | For | For |
| | 6 | Elect Julia Liuson | | Mgmt | For | For | For |
| | 7 | Elect James D. Plummer | | Mgmt | For | For | For |
| | 8 | Elect Alberto Sangiovanni-Vincentelli | | Mgmt | For | For | For |
| | 9 | Elect John B. Shoven | | Mgmt | For | For | For |
| | 10 | Elect Young K. Sohn | | Mgmt | For | For | For |
| | 11 | Amendment to the Omnibus Equity Incentive Plan | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Length of Share Ownership Required to Call Special Meetings | | ShrHoldr | Against | Against | For |
|
|
|
| Camden Property Trust | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CPT | CUSIP 133131102 | | 05/12/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard J. Campo | | Mgmt | For | For | For |
| | 2 | Elect Javier E. Benito | | Mgmt | For | For | For |
| | 3 | Elect Heather J. Brunner | | Mgmt | For | For | For |
| | 4 | Elect Mark D. Gibson | | Mgmt | For | For | For |
| | 5 | Elect Scott S. Ingraham | | Mgmt | For | For | For |
| | 6 | Elect Renu Khator | | Mgmt | For | For | For |
| | 7 | Elect D. Keith Oden | | Mgmt | For | For | For |
| | 8 | Elect Frances Aldrich Sevilla-Sacasa | | Mgmt | For | For | For |
| | 9 | Elect Steven A. Webster | | Mgmt | For | For | For |
| | 10 | Elect Kelvin R. Westbrook | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Capital One Financial Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COF | CUSIP 14040H105 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard D. Fairbank | | Mgmt | For | For | For |
| | 2 | Elect Ime Archibong | | Mgmt | For | For | For |
| | 3 | Elect Christine R. Detrick | | Mgmt | For | For | For |
| | 4 | Elect Ann Fritz Hackett | | Mgmt | For | For | For |
| | 5 | Elect Peter Thomas Killalea | | Mgmt | For | For | For |
| | 6 | Elect Eli Leenaars | | Mgmt | For | For | For |
| | 7 | Elect Francois Locoh-Donou | | Mgmt | For | For | For |
| | 8 | Elect Peter E. Raskind | | Mgmt | For | For | For |
| | 9 | Elect Eileen M. Serra | | Mgmt | For | For | For |
| | 10 | Elect Mayo A. Shattuck III | | Mgmt | For | For | For |
| | 11 | Elect Bradford H. Warner | | Mgmt | For | For | For |
| | 12 | Elect Craig Anthony Williams | | Mgmt | For | For | For |
| | 13 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Amendment to the 2004 Stock Incentive Plan | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | | ShrHoldr | Against | Against | For |
|
|
|
| Cardinal Health, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CAH | CINS 14149Y108 | | 11/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director Steven K. Barg | | Mgmt | For | For | For |
| | 4 | Elect Director Michelle M. Brennan | | Mgmt | For | For | For |
| | 5 | Elect Director Sujatha Chandrasekaran | | Mgmt | For | For | For |
| | 6 | Elect Director Carrie S. Cox | | Mgmt | For | For | For |
| | 7 | Elect Director Bruce L. Downey | | Mgmt | For | For | For |
| | 8 | Elect Director Sheri H. Edison | | Mgmt | For | For | For |
| | 9 | Elect Director David C. Evans | | Mgmt | For | For | For |
| | 10 | Elect Director Patricia A. Hemingway Hall | | Mgmt | For | For | For |
| | 11 | Elect Director Jason M. Hollar | | Mgmt | For | For | For |
| | 12 | Elect Director Akhil Johri | | Mgmt | For | For | For |
| | 13 | Elect Director Gregory B. Kenny | | Mgmt | For | For | For |
| | 14 | Elect Director Nancy Killefer | | Mgmt | For | For | For |
| | 15 | Elect Director Christine A. Mundkur | | Mgmt | For | For | For |
|
|
|
| Carlsberg A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CARL.B | CINS K36628137 | | 03/13/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Denmark | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Receive Report of Board | | Mgmt | N/A | TNA | N/A |
| | 2 | Accept Financial Statements and Statutory Reports; Approve Discharge of Management and Board | | Mgmt | For | TNA | N/A |
| | 3 | Approve Allocation of Income and Dividends of DKK 27 Per Share | | Mgmt | For | TNA | N/A |
| | 4 | Approve Remuneration Report (Advisory Vote) | | Mgmt | For | TNA | N/A |
| | 5 | Amend Remuneration Policy | | Mgmt | For | TNA | N/A |
| | 6 | Approve Remuneration of Directors in the Amount of DKK 2.05 Million for Chairman, DKK 910,000 for Vice Chair and DKK 455,000 for Other Directors; Approve Remuneration for Committee Work | | Mgmt | For | TNA | N/A |
| | 7 | Approve DKK 90 Million Reduction in Share Capital via Share Cancellation | | Mgmt | For | TNA | N/A |
| | 8 | Report on Efforts and Risks Related to Human Rights | | ShrHoldr | Against | TNA | N/A |
| | 9 | Reelect Henrik Poulsen as New Director | | Mgmt | For | TNA | N/A |
| | 10 | Reelect Majken Schultz as New Director | | Mgmt | For | TNA | N/A |
| | 11 | Reelect Mikael Aro as Director | | Mgmt | For | TNA | N/A |
| | 12 | Reelect Magdi Batato as Director | | Mgmt | For | TNA | N/A |
| | 13 | Reelect Lilian Fossum Biner as Director | | Mgmt | For | TNA | N/A |
| | 14 | Reelect Richard Burrows as Director | | Mgmt | For | TNA | N/A |
| | 15 | Reelect Punita Lal as Director | | Mgmt | For | TNA | N/A |
| | 16 | Reelect Soren-Peter Fuchs Olesen as Director | | Mgmt | For | TNA | N/A |
| | 17 | Ratify PricewaterhouseCoopers as Auditors | | Mgmt | For | TNA | N/A |
| | 18 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | | Mgmt | For | TNA | N/A |
|
|
|
| Carrier Global Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CARR | ISIN US14448C1045 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jean-Pierre Garnier | | Mgmt | For | For | For |
| | 2 | Elect David L. Gitlin | | Mgmt | For | For | For |
| | 3 | Elect John J. Greisch | | Mgmt | For | For | For |
| | 4 | Elect Charles M. Holley, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Michael M. McNamara | | Mgmt | For | For | For |
| | 6 | Elect Susan N. Story | | Mgmt | For | For | For |
| | 7 | Elect Michael A. Todman | | Mgmt | For | For | For |
| | 8 | Elect Virginia M. Wilson | | Mgmt | For | Against | Against |
| | 9 | Elect Beth A. Wozniak | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Caterpillar Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CAT | CUSIP 149123101 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kelly A. Ayotte | | Mgmt | For | For | For |
| | 2 | Elect David L. Calhoun | | Mgmt | For | For | For |
| | 3 | Elect Daniel M. Dickinson | | Mgmt | For | For | For |
| | 4 | Elect James C. Fish, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Gerald Johnson | | Mgmt | For | For | For |
| | 6 | Elect David W. MacLennan | | Mgmt | For | For | For |
| | 7 | Elect Judith F. Marks | | Mgmt | For | For | For |
| | 8 | Elect Debra L. Reed-Klages | | Mgmt | For | For | For |
| | 9 | Elect Susan C. Schwab | | Mgmt | For | For | For |
| | 10 | Elect D. James Umpleby III | | Mgmt | For | For | For |
| | 11 | Elect Rayford Wilkins Jr. | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Approval of the 2023 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Effectiveness of Due Diligence Process | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Civil Rights Audit | | ShrHoldr | Against | Against | For |
|
|
|
| CBRE Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CBRE | CUSIP 12504L109 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Brandon B. Boze | | Mgmt | For | For | For |
| | 2 | Elect Beth F. Cobert | | Mgmt | For | For | For |
| | 3 | Elect Reginald H. Gilyard | | Mgmt | For | For | For |
| | 4 | Elect Shira D. Goodman | | Mgmt | For | For | For |
| | 5 | Elect E.M. Blake Hutcheson | | Mgmt | For | For | For |
| | 6 | Elect Christopher T. Jenny | | Mgmt | For | For | For |
| | 7 | Elect Gerardo I. Lopez | | Mgmt | For | For | For |
| | 8 | Elect Susan Meaney | | Mgmt | For | For | For |
| | 9 | Elect Oscar Munoz | | Mgmt | For | For | For |
| | 10 | Elect Robert E. Sulentic | | Mgmt | For | For | For |
| | 11 | Elect Sanjiv Yajnik | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
|
|
|
| CF Industries Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CF | CUSIP 125269100 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Javed Ahmed | | Mgmt | For | For | For |
| | 2 | Elect Robert C. Arzbaecher | | Mgmt | For | For | For |
| | 3 | Elect Deborah L. DeHaas | | Mgmt | For | For | For |
| | 4 | Elect John W. Eaves | | Mgmt | For | For | For |
| | 5 | Elect Stephen J. Hagge | | Mgmt | For | For | For |
| | 6 | Elect Jesus Madrazo Yris | | Mgmt | For | For | For |
| | 7 | Elect Anne P. Noonan | | Mgmt | For | For | For |
| | 8 | Elect Michael J. Toelle | | Mgmt | For | For | For |
| | 9 | Elect Theresa E. Wagler | | Mgmt | For | For | For |
| | 10 | Elect Celso L. White | | Mgmt | For | For | For |
| | 11 | Elect W. Anthony Will | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Amendment to Articles to Limit the Liability of Certain Officers | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Cheniere Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LNG | CUSIP 16411R208 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect G. Andrea Botta | | Mgmt | For | For | For |
| | 2 | Elect Jack A. Fusco | | Mgmt | For | For | For |
| | 3 | Elect Patricia K. Collawn | | Mgmt | For | For | For |
| | 4 | Elect Brian E. Edwards | | Mgmt | For | For | For |
| | 5 | Elect Denise Gray | | Mgmt | For | For | For |
| | 6 | Elect Lorraine Mitchelmore | | Mgmt | For | For | For |
| | 7 | Elect Donald F. Robillard, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Matthew Runkle | | Mgmt | For | For | For |
| | 9 | Elect Neal A. Shear | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Risk Report on LNG Capital Investments Aligned with Paris Accord | | ShrHoldr | Against | Against | For |
|
|
|
| Chevron Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CVX | CUSIP 166764100 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Wanda M. Austin | | Mgmt | For | For | For |
| | 2 | Elect John B. Frank | | Mgmt | For | Against | Against |
| | 3 | Elect Alice P. Gast | | Mgmt | For | For | For |
| | 4 | Elect Enrique Hernandez, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Marillyn A. Hewson | | Mgmt | For | For | For |
| | 6 | Elect Jon M. Huntsman Jr. | | Mgmt | For | For | For |
| | 7 | Elect Charles W. Moorman | | Mgmt | For | For | For |
| | 8 | Elect Dambisa F. Moyo | | Mgmt | For | For | For |
| | 9 | Elect Debra L. Reed-Klages | | Mgmt | For | For | For |
| | 10 | Elect D. James Umpleby III | | Mgmt | For | For | For |
| | 11 | Elect Cynthia J. Warner | | Mgmt | For | For | For |
| | 12 | Elect Michael K. Wirth | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Recalculated Emissions Baseline | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Chow Tai Fook Jewellery Group Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 1929 | CINS G21146108 | | 07/27/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Cayman Islands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 2 | Approve Final Dividend | | Mgmt | For | For | For |
| | 3 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 4 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | | Mgmt | For | For | For |
| | 5 | Authorize Repurchase of Issued Share Capital | | Mgmt | For | For | For |
| | 6 | Amend Memorandum and Articles of Association and Adopt Amended and Restated Memorandum and Articles of Association | | Mgmt | For | For | For |
| | 7 | Elect Wong Siu-Kee, Kent as Director | | Mgmt | For | For | For |
| | 8 | Elect Cheng Chi-Kong, Adrian as Director | | Mgmt | For | For | For |
| | 9 | Elect Liu Chun-Wai, Bobby as Director | | Mgmt | For | For | For |
| | 10 | Elect Lam Kin-Fung, Jeffrey as Director | | Mgmt | For | For | For |
| | 11 | Elect Cheng Ka-Lai, Lily as Director | | Mgmt | For | For | For |
| | 12 | Authorize Board to Fix Remuneration of Directors | | Mgmt | For | For | For |
|
|
|
| Chubb Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CB | CUSIP H1467J104 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Allocation of Profits | | Mgmt | For | For | For |
| | 3 | Dividends from Reserves | | Mgmt | For | For | For |
| | 4 | Ratification of Board Acts | | Mgmt | For | For | For |
| | 5 | Election of Statutory Auditors | | Mgmt | For | For | For |
| | 6 | Ratification 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 Michael P. Connors | | Mgmt | For | For | For |
| | 10 | Elect Michael G. Atieh | | Mgmt | For | For | For |
| | 11 | Elect Kathy Bonanno | | Mgmt | For | For | For |
| | 12 | Elect Nancy K. Buese | | Mgmt | For | For | For |
| | 13 | Elect Sheila P. Burke | | Mgmt | For | For | For |
| | 14 | Elect Michael L. Corbat | | Mgmt | For | For | For |
| | 15 | Elect Robert J. Hugin | | Mgmt | For | For | For |
| | 16 | Elect Robert W. Scully | | Mgmt | For | For | For |
| | 17 | Elect Theodore E. Shasta | | Mgmt | For | For | For |
| | 18 | Elect David H. Sidwell | | Mgmt | For | For | For |
| | 19 | Elect Olivier Steimer | | Mgmt | For | For | For |
| | 20 | Elect Frances F. Townsend | | Mgmt | For | For | For |
| | 21 | Elect Evan G. Greenberg as Chair | | Mgmt | For | For | For |
| | 22 | Elect Michael P. Connors | | Mgmt | For | For | For |
| | 23 | Elect David H. Sidwell | | Mgmt | For | For | For |
| | 24 | Elect Frances F. Townsend | | Mgmt | For | For | For |
| | 25 | Appointment of Independent Proxy (Switzerland) | | Mgmt | For | For | For |
| | 26 | Amendments to Articles (Revision of Law) | | Mgmt | For | For | For |
| | 27 | Amendment to Advance Notice Period | | Mgmt | For | For | For |
| | 28 | Cancellation of Shares | | Mgmt | For | For | For |
| | 29 | Amendment to Par Value | | Mgmt | For | For | For |
| | 30 | Board Compensation | | Mgmt | For | For | For |
| | 31 | Executive Compensation (Binding) | | Mgmt | For | For | For |
| | 32 | Compensation Report (Switzerland) | | Mgmt | For | For | For |
| | 33 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 34 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 35 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 36 | Shareholder Proposal Regarding Human Rights Risks and Underwriting Process | | ShrHoldr | Against | Against | For |
| | 37 | Additional or Amended Proposals | | Mgmt | For | Against | Against |
|
|
|
| Cintas Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CTAS | CINS 172908105 | | 10/25/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Eliminate Supermajority Vote Requirement for Business Combinations with Interested Persons | | Mgmt | For | For | For |
| | 4 | Eliminate Supermajority Vote Requirement to Remove Directors for Cause | | Mgmt | For | For | For |
| | 5 | Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions | | Mgmt | For | For | For |
| | 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 7 | Report on Political Contributions | | ShrHoldr | Against | Against | For |
| | 8 | Elect Director Gerald S. Adolph | | Mgmt | For | For | For |
| | 9 | Elect Director John F. Barrett | | Mgmt | For | For | For |
| | 10 | Elect Director Melanie W. Barstad | | Mgmt | For | For | For |
| | 11 | Elect Director Karen L. Carnahan | | Mgmt | For | For | For |
| | 12 | Elect Director Robert E. Coletti | | Mgmt | For | For | For |
| | 13 | Elect Director Scott D. Farmer | | Mgmt | For | For | For |
| | 14 | Elect Director Joseph Scaminace | | Mgmt | For | For | For |
| | 15 | Elect Director Todd M. Schneider | | Mgmt | For | For | For |
| | 16 | Elect Director Ronald W. Tysoe | | Mgmt | For | For | For |
|
|
|
| Cisco Systems, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CSCO | CINS 17275R102 | | 12/08/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | | ShrHoldr | Against | Against | For |
| | 4 | Elect Director M. Michele Burns | | Mgmt | For | For | For |
| | 5 | Elect Director Wesley G. Bush | | Mgmt | For | For | For |
| | 6 | Elect Director Michael D. Capellas | | Mgmt | For | For | For |
| | 7 | Elect Director Mark Garrett | | Mgmt | For | For | For |
| | 8 | Elect Director John D. Harris, II | | Mgmt | For | For | For |
| | 9 | Elect Director Kristina M. Johnson | | Mgmt | For | For | For |
| | 10 | Elect Director Roderick C. McGeary | | Mgmt | For | For | For |
| | 11 | Elect Director Sarah Rae Murphy | | Mgmt | For | For | For |
| | 12 | Elect Director Charles H. Robbins | | Mgmt | For | For | For |
| | 13 | Elect Director Brenton L. Saunders | | Mgmt | For | Against | Against |
| | 14 | Elect Director Lisa T. Su | | Mgmt | For | For | For |
| | 15 | Elect Director Marianna Tessel | | Mgmt | For | For | For |
|
|
|
| Citigroup Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | C | CUSIP 172967424 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ellen M. Costello | | Mgmt | For | For | For |
| | 2 | Elect Grace E. Dailey | | Mgmt | For | For | For |
| | 3 | Elect Barbara J. Desoer | | Mgmt | For | For | For |
| | 4 | Elect John C. Dugan | | Mgmt | For | For | For |
| | 5 | Elect Jane N. Fraser | | Mgmt | For | For | For |
| | 6 | Elect Duncan P. Hennes | | Mgmt | For | For | For |
| | 7 | Elect Peter B. Henry | | Mgmt | For | For | For |
| | 8 | Elect S. Leslie Ireland | | Mgmt | For | For | For |
| | 9 | Elect Renee J. James | | Mgmt | For | For | For |
| | 10 | Elect Gary M. Reiner | | Mgmt | For | For | For |
| | 11 | Elect Diana L. Taylor | | Mgmt | For | For | For |
| | 12 | Elect James S. Turley | | Mgmt | For | For | For |
| | 13 | Elect Casper W. von Koskull | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Amendment to the 2019 Stock Incentive Plan | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Human Rights Standards for Indigenous Peoples | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
|
|
|
| CK Asset Holdings Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 1113 | CINS G2177B101 | | 05/18/2023 | | 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 Victor LI Tzar Kuoi | | Mgmt | For | For | For |
| | 6 | Elect Justin CHIU Kwok Hung | | Mgmt | For | For | For |
| | 7 | Elect Raymond CHOW Wai Kam | | Mgmt | For | For | For |
| | 8 | Elect Henry CHEONG Ying Chew | | Mgmt | For | Against | Against |
| | 9 | Elect Stephen Edward Bradley | | Mgmt | For | For | For |
| | 10 | Elect KWOK Eva Lee | | Mgmt | For | For | For |
| | 11 | Elect SNG Sow Mei alias POON Sow Mei | | Mgmt | For | For | For |
| | 12 | Elect Donny LAM Siu Hong | | Mgmt | For | For | For |
| | 13 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 14 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 15 | Authority to Repurchase Shares | | Mgmt | For | For | For |
|
|
|
| CK Hutchison Holdings Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 0001 | CINS G21765105 | | 05/18/2023 | | 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 Canning FOK Kin Ning | | Mgmt | For | Against | Against |
| | 6 | Elect KAM Hing Lam | | Mgmt | For | Against | Against |
| | 7 | Elect Roland CHOW Kun Chee | | Mgmt | For | Against | Against |
| | 8 | Elect Philip Lawrence Kadoorie | | Mgmt | For | Against | Against |
| | 9 | Elect Charles LEE Yeh Kwong | | Mgmt | For | Against | Against |
| | 10 | Elect Paul Joseph Tighe | | Mgmt | For | Against | Against |
| | 11 | Elect WONG Kwai Lam | | Mgmt | For | Against | Against |
| | 12 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 13 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | Against | Against |
| | 14 | Authority to Repurchase Shares | | Mgmt | For | For | For |
|
|
|
| Coca-Cola HBC AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CCH | CINS H1512E100 | | 05/17/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Switzerland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 4 | Allocation of Losses | | Mgmt | For | TNA | N/A |
| | 5 | Dividend from Reserves | | Mgmt | For | TNA | N/A |
| | 6 | Ratification of Board and Management Acts | | Mgmt | For | TNA | N/A |
| | 7 | Elect Anastassis G. David | | Mgmt | For | TNA | N/A |
| | 8 | Elect Zoran Bogdanovic | | Mgmt | For | TNA | N/A |
| | 9 | Elect Charlotte J. Boyle | | Mgmt | For | TNA | N/A |
| | 10 | Elect Reto Francioni | | Mgmt | For | TNA | N/A |
| | 11 | Elect Sola David-Borha | | Mgmt | For | TNA | N/A |
| | 12 | Elect William Douglas | | Mgmt | For | TNA | N/A |
| | 13 | Elect Anastasios I. Leventis | | Mgmt | For | TNA | N/A |
| | 14 | Elect Christo Leventis | | Mgmt | For | TNA | N/A |
| | 15 | Elect Alexandra Papalexopoulou-Benopoulou | | Mgmt | For | TNA | N/A |
| | 16 | Elect Anna Diamantopoulou | | Mgmt | For | TNA | N/A |
| | 17 | Elect Henrique Braun | | Mgmt | For | TNA | N/A |
| | 18 | Elect George Leventis | | Mgmt | For | TNA | N/A |
| | 19 | Elect Evguenia Stoitchkova | | Mgmt | For | TNA | N/A |
| | 20 | Election of Independent Proxy | | Mgmt | For | TNA | N/A |
| | 21 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 22 | Advisory Vote on Re-Appointment of the Independent Registered Public Accounting Firm for UK Purposes | | Mgmt | For | TNA | N/A |
| | 23 | Remuneration Report | | Mgmt | For | TNA | N/A |
| | 24 | Remuneration Policy | | Mgmt | For | TNA | N/A |
| | 25 | Swiss Remuneration Report | | Mgmt | For | TNA | N/A |
| | 26 | Directors' Fees | | Mgmt | For | TNA | N/A |
| | 27 | Approval of the Maximum Aggregate Amount of the Remuneration for the Executive Leadership Team | | Mgmt | For | TNA | N/A |
| | 28 | Authority to Repurchase Shares | | Mgmt | For | TNA | N/A |
| | 29 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 30 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
|
|
|
| Coles Group Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COL | CINS Q26203408 | | 11/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Terry Bowen as Director | | Mgmt | For | For | For |
| | 2 | Elect Scott Price as Director | | Mgmt | For | For | For |
| | 3 | Elect James Graham as Director | | Mgmt | For | For | For |
| | 4 | Elect Jacqueline Chow as Director | | Mgmt | For | For | For |
| | 5 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 6 | Approve Grant of STI Shares to Steven Cain | | Mgmt | For | For | For |
| | 7 | Approve Grant of Performance Rights to Steven Cain | | Mgmt | For | For | For |
|
|
|
| Colgate-Palmolive Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CL | CUSIP 194162103 | | 05/12/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John P. Bilbrey | | Mgmt | For | For | For |
| | 2 | Elect John T. Cahill | | Mgmt | For | For | For |
| | 3 | Elect Steve A. Cahillane | | Mgmt | For | For | For |
| | 4 | Elect Lisa M. Edwards | | Mgmt | For | For | For |
| | 5 | Elect C. Martin Harris | | Mgmt | For | For | For |
| | 6 | Elect Martina Hund-Mejean | | Mgmt | For | For | For |
| | 7 | Elect Kimberly A. Nelson | | Mgmt | For | For | For |
| | 8 | Elect Lorrie M. Norrington | | Mgmt | For | For | For |
| | 9 | Elect Michael B. Polk | | Mgmt | For | For | For |
| | 10 | Elect Stephen I. Sadove | | Mgmt | For | For | For |
| | 11 | Elect Noel R. Wallace | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 16 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
|
|
|
| Columbia Banking System, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COLB | CUSIP 197236102 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cort L. O'Haver | | Mgmt | For | For | For |
| | 2 | Elect Craig D. Eerkes | | Mgmt | For | For | For |
| | 3 | Elect Mark A. Finkelstein | | Mgmt | For | For | For |
| | 4 | Elect Eric Forrest | | Mgmt | For | For | For |
| | 5 | Elect Peggy Y. Fowler | | Mgmt | For | For | For |
| | 6 | Elect Randal Lund | | Mgmt | For | For | For |
| | 7 | Elect Luis F. Machuca | | Mgmt | For | For | For |
| | 8 | Elect S. Mae Fujita Numata | | Mgmt | For | For | For |
| | 9 | Elect Maria Pope | | Mgmt | For | For | For |
| | 10 | Elect John F. Schultz | | Mgmt | For | For | For |
| | 11 | Elect Elizabeth W. Seaton | | Mgmt | For | For | For |
| | 12 | Elect Clint E. Stein | | Mgmt | For | For | For |
| | 13 | Elect Hilliard C. Terry, III | | Mgmt | For | For | For |
| | 14 | Elect Anddria Varnado | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Comcast Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMCSA | CUSIP 20030N101 | | 06/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Kenneth J. Bacon | | Mgmt | For | For | For |
| | 1.2 | Elect Thomas J. Baltimore, Jr. | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Madeline S. Bell | | 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 2023 Omnibus Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 4 | Amendment to the 2002 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 8 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
|
|
|
| Comerica Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMA | CUSIP 200340107 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nancy Avila | | Mgmt | For | For | For |
| | 2 | Elect Michael E. Collins | | Mgmt | For | For | For |
| | 3 | Elect Roger A. Cregg | | Mgmt | For | For | For |
| | 4 | Elect Curtis C. Farmer | | Mgmt | For | For | For |
| | 5 | Elect Jacqueline P. Kane | | Mgmt | For | For | For |
| | 6 | Elect Derek J. Kerr | | Mgmt | For | For | For |
| | 7 | Elect Richard G. Lindner | | Mgmt | For | For | For |
| | 8 | Elect Jennifer H. Sampson | | Mgmt | For | For | For |
| | 9 | Elect Barbara R. Smith | | Mgmt | For | For | For |
| | 10 | Elect Robert S. Taubman | | Mgmt | For | For | For |
| | 11 | Elect Reginald M. Turner, Jr. | | Mgmt | For | For | For |
| | 12 | Elect Nina Vaca | | Mgmt | For | For | For |
| | 13 | Elect Michael G. Van de Ven | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Compagnie de Saint-Gobain S.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SGO | CINS F80343100 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Accounts and Reports | | Mgmt | For | For | For |
| | 8 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 10 | Elect Dominique Leroy | | Mgmt | For | For | For |
| | 11 | Elect Jana Revedin | | Mgmt | For | For | For |
| | 12 | 2022 Remuneration of Pierre-Andre de Chalendar, Chair | | Mgmt | For | For | For |
| | 13 | 2022 Remuneration of Benoit Bazin, CEO | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 15 | 2023 Remuneration Policy (Chair) | | Mgmt | For | For | For |
| | 16 | 2023 Remuneration Policy (CEO) | | Mgmt | For | Against | Against |
| | 17 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 18 | 2023 Directors' Fees | | Mgmt | For | For | For |
| | 19 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares and Convertible Debt Through Private Placement | | Mgmt | For | For | For |
| | 23 | Greenshoe | | Mgmt | For | For | For |
| | 24 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 25 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 26 | Authority to Set Offering Price of Shares | | Mgmt | For | For | For |
| | 27 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 28 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 29 | Amendments to Articles Regarding Directors' Share Ownership | | Mgmt | For | For | For |
| | 30 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 31 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 32 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Compagnie Financiere Richemont SA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CFR | CINS H25662182 | | 09/07/2022 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Switzerland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | TNA | N/A |
| | 2 | Approve Allocation of Income and Ordinary Dividends of CHF 2.25 per Registered A Share and CHF 0.225 per Registered B Share and a Special Dividend of CHF 1.00 per Registered A Share and CHF 0.10 per Registered B Share | | Mgmt | For | TNA | N/A |
| | 3 | Approve Discharge of Board and Senior Management | | Mgmt | For | TNA | N/A |
| | 4 | Elect Francesco Trapani as Representative of Category A Registered Shares | | ShrHoldr | Against | TNA | N/A |
| | 5 | Elect Wendy Luhabe as Representative of Category A Registered Shares | | Mgmt | For | TNA | N/A |
| | 6 | Reelect Jeff Moss as Director | | Mgmt | For | TNA | N/A |
| | 7 | Reelect Johann Rupert as Director and Board Chair | | Mgmt | For | TNA | N/A |
| | 8 | Reelect Vesna Nevistic as Director | | Mgmt | For | TNA | N/A |
| | 9 | Reelect Guillaume Pictet as Director | | Mgmt | For | TNA | N/A |
| | 10 | Reelect Maria Ramos as Director | | Mgmt | For | TNA | N/A |
| | 11 | Reelect Anton Rupert as Director | | Mgmt | For | TNA | N/A |
| | 12 | Reelect Patrick Thomas as Director | | Mgmt | For | TNA | N/A |
| | 13 | Reelect Jasmine Whitbread as Director | | Mgmt | For | TNA | N/A |
| | 14 | Elect Francesco Trapani as Director | | ShrHoldr | Against | TNA | N/A |
| | 15 | Reelect Josua Malherbe as Director | | Mgmt | For | TNA | N/A |
| | 16 | Reelect Nikesh Arora as Director | | Mgmt | For | TNA | N/A |
| | 17 | Reelect Clay Brendish as Director | | Mgmt | For | TNA | N/A |
| | 18 | Reelect Jean-Blaise Eckert as Director | | Mgmt | For | TNA | N/A |
| | 19 | Reelect Burkhart Grund as Director | | Mgmt | For | TNA | N/A |
| | 20 | Reelect Keyu Jin as Director | | Mgmt | For | TNA | N/A |
| | 21 | Reelect Jerome Lambert as Director | | Mgmt | For | TNA | N/A |
| | 22 | Reelect Wendy Luhabe as Director | | Mgmt | For | TNA | N/A |
| | 23 | Reappoint Clay Brendish as Member of the Compensation Committee | | Mgmt | For | TNA | N/A |
| | 24 | Reappoint Keyu Jin as Member of the Compensation Committee | | Mgmt | For | TNA | N/A |
| | 25 | Reappoint Guillaume Pictet as Member of the Compensation Committee | | Mgmt | For | TNA | N/A |
| | 26 | Reappoint Maria Ramos as Member of the Compensation Committee | | Mgmt | For | TNA | N/A |
| | 27 | Ratify PricewaterhouseCoopers SA as Auditors | | Mgmt | For | TNA | N/A |
| | 28 | Designate Etude Gampert Demierre Moreno as Independent Proxy | | Mgmt | For | TNA | N/A |
| | 29 | Approve Remuneration of Directors in the Amount of CHF 7.7 Million | | Mgmt | For | TNA | N/A |
| | 30 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 5.4 Million | | Mgmt | For | TNA | N/A |
| | 31 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 27.7 Million | | Mgmt | For | TNA | N/A |
| | 32 | Approve Increase in Size of Board to Six Members | | ShrHoldr | Against | TNA | N/A |
| | 33 | Amend Articles Re: Representatives of Holders of Category A and B Registered Shares | | ShrHoldr | Against | TNA | N/A |
| | 34 | Transact Other Business (Voting) | | Mgmt | For | TNA | N/A |
|
|
|
| ConocoPhillips | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COP | CUSIP 20825C104 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Dennis Victor Arriola | | Mgmt | For | For | For |
| | 2 | Elect Jody L. Freeman | | Mgmt | For | For | For |
| | 3 | Elect Gay Huey Evans | | Mgmt | For | For | For |
| | 4 | Elect Jeffrey A. Joerres | | Mgmt | For | For | For |
| | 5 | Elect Ryan M. Lance | | Mgmt | For | For | For |
| | 6 | Elect Timothy A. Leach | | Mgmt | For | For | For |
| | 7 | Elect William H. McRaven | | Mgmt | For | For | For |
| | 8 | Elect Sharmila Mulligan | | Mgmt | For | For | For |
| | 9 | Elect Eric D. Mullins | | Mgmt | For | For | For |
| | 10 | Elect Arjun N. Murti | | Mgmt | For | For | For |
| | 11 | Elect Robert A. Niblock | | Mgmt | For | For | For |
| | 12 | Elect David T. Seaton | | Mgmt | For | For | For |
| | 13 | Elect R. A. Walker | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 17 | Permit Shareholders to Call Special Meetings | | Mgmt | For | For | For |
| | 18 | Approval of the 2023 Omnibus Stock and Performance Incentive Plan | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| Constellation Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CEG | CUSIP 21037T109 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Joseph Dominguez | | Mgmt | For | For | For |
| | 1.2 | Elect Julie Holzrichter | | Mgmt | For | For | For |
| | 1.3 | Elect Ashish Khandpur | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Copart, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CPRT | CINS 217204106 | | 10/31/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Increase Authorized Common Stock | | Mgmt | For | For | For |
| | 2 | Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Copart, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CPRT | CINS 217204106 | | 12/02/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Cherylyn Harley LeBon | | Mgmt | For | For | For |
| | 2 | Elect Director Willis J. Johnson | | Mgmt | For | For | For |
| | 3 | Elect Director Carl D. Sparks | | Mgmt | For | For | For |
| | 4 | Elect Director A. Jayson Adair | | Mgmt | For | For | For |
| | 5 | Elect Director Matt Blunt | | Mgmt | For | For | For |
| | 6 | Elect Director Steven D. Cohan | | Mgmt | For | For | For |
| | 7 | Elect Director Daniel J. Englander | | Mgmt | For | For | For |
| | 8 | Elect Director James E. Meeks | | Mgmt | For | For | For |
| | 9 | Elect Director Thomas N. Tryforos | | Mgmt | For | For | For |
| | 10 | Elect Director Diane M. Morefield | | Mgmt | For | For | For |
| | 11 | Elect Director Stephen Fisher | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 13 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| Corebridge Financial, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRBG | CUSIP 21871X109 | | 06/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Adam Burk | | Mgmt | For | Against | Against |
| | 2 | Elect Alan B. Colberg | | Mgmt | For | Against | Against |
| | 3 | Elect Lucy Fato | | Mgmt | For | Against | Against |
| | 4 | Elect Jonathan D. Gray | | Mgmt | For | Against | Against |
| | 5 | Elect Marilyn Hirsch | | Mgmt | For | Against | Against |
| | 6 | Elect Kevin Hogan | | Mgmt | For | Against | Against |
| | 7 | Elect Christopher S. Lynch | | Mgmt | For | Against | Against |
| | 8 | Elect Sabra Purtill | | Mgmt | For | Against | Against |
| | 9 | Elect Elaine Rocha | | Mgmt | For | Against | Against |
| | 10 | Elect Chris Schaper | | Mgmt | For | Against | Against |
| | 11 | Elect Amy Schioldager | | Mgmt | For | Against | Against |
| | 12 | Elect Patricia Walsh | | Mgmt | For | Against | Against |
| | 13 | Elect Peter S. Zaffino | | Mgmt | For | Against | Against |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Corteva, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CTVA | CUSIP 22052L104 | | 04/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lamberto Andreotti | | Mgmt | For | For | For |
| | 2 | Elect Klaus A. Engel | | Mgmt | For | For | For |
| | 3 | Elect David C. Everitt | | Mgmt | For | For | For |
| | 4 | Elect Janet Plaut Giesselman | | Mgmt | For | For | For |
| | 5 | Elect Karen H. Grimes | | Mgmt | For | For | For |
| | 6 | Elect Michael O. Johanns | | Mgmt | For | For | For |
| | 7 | Elect Rebecca B. Liebert | | Mgmt | For | For | For |
| | 8 | Elect Marcos Marinho Lutz | | Mgmt | For | For | For |
| | 9 | Elect Charles V. Magro | | Mgmt | For | For | For |
| | 10 | Elect Nayaki R. Nayyar | | Mgmt | For | For | For |
| | 11 | Elect Gregory R. Page | | Mgmt | For | For | For |
| | 12 | Elect Kerry J. Preete | | Mgmt | For | For | For |
| | 13 | Elect Patrick J. Ward | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Costar Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CSGP | CUSIP 22160N109 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael R. Klein | | Mgmt | For | For | For |
| | 2 | Elect Andrew C. Florance | | Mgmt | For | For | For |
| | 3 | Elect Michael J. Glosserman | | Mgmt | For | For | For |
| | 4 | Elect John W. Hill | | Mgmt | For | For | For |
| | 5 | Elect Laura Cox Kaplan | | Mgmt | For | For | For |
| | 6 | Elect Robert W. Musslewhite | | Mgmt | For | For | For |
| | 7 | Elect Christopher J. Nassetta | | Mgmt | For | For | For |
| | 8 | Elect Louise S. Sams | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Shareholder Proposal Regarding GHG Targets and Alignment with the Paris Agreement | | ShrHoldr | Against | For | Against |
|
|
|
| Costco Wholesale Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COST | CUSIP 22160K105 | | 01/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Susan L. Decker | | Mgmt | For | For | For |
| | 2 | Elect Director Kenneth D. Denman | | Mgmt | For | For | For |
| | 3 | Elect Director Richard A. Galanti | | Mgmt | For | For | For |
| | 4 | Elect Director Hamilton E. James | | Mgmt | For | For | For |
| | 5 | Elect Director W. Craig Jelinek | | Mgmt | For | For | For |
| | 6 | Elect Director Sally Jewell | | Mgmt | For | For | For |
| | 7 | Elect Director Charles T. Munger | | Mgmt | For | For | For |
| | 8 | Elect Director Jeffrey S. Raikes | | Mgmt | For | For | For |
| | 9 | Elect Director John W. Stanton | | Mgmt | For | For | For |
| | 10 | Elect Director Ron M. Vachris | | Mgmt | For | For | For |
| | 11 | Elect Director Mary Agnes (Maggie) Wilderotter | | Mgmt | For | For | For |
| | 12 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Report on Risk Due to Restrictions on Reproductive Rights | | ShrHoldr | Against | Against | For |
|
|
|
| CRH Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRH | CINS G25508105 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Final Dividend | | Mgmt | For | For | For |
| | 4 | Remuneration Report | | Mgmt | For | For | For |
| | 5 | Elect Richard Boucher | | Mgmt | For | For | For |
| | 6 | Elect Caroline Dowling | | Mgmt | For | For | For |
| | 7 | Elect Richard H. Fearon | | Mgmt | For | For | For |
| | 8 | Elect Johan Karlstrom | | Mgmt | For | For | For |
| | 9 | Elect Shaun Kelly | | Mgmt | For | For | For |
| | 10 | Elect Badar Khan | | Mgmt | For | For | For |
| | 11 | Elect H. Lamar McKay | | Mgmt | For | For | For |
| | 12 | Elect Albert Manifold | | Mgmt | For | For | For |
| | 13 | Elect Jim Mintern | | Mgmt | For | For | For |
| | 14 | Elect Gillian L. Platt | | Mgmt | For | For | For |
| | 15 | Elect Mary K. Rhinehart | | Mgmt | For | For | For |
| | 16 | Elect Siobhan Talbot | | Mgmt | For | For | For |
| | 17 | Elect Christina Verchere | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Appointment of Auditor | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 23 | Authority to Set Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 24 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| CRH Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRH | CINS G25508105 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Court | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Scheme of Arrangement (Settlement System Migration) | | Mgmt | For | For | For |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| CRH Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRH | CINS G25508105 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
| | 4 | Change of Listing | | Mgmt | For | For | For |
| | 5 | Adoption of New Articles | | Mgmt | For | For | For |
| | 6 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 7 | Authority to Set Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 8 | Amendments to Articles (Share Redemption) | | Mgmt | For | For | For |
| | 9 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Crown Castle Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CCI | CUSIP 22822V101 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect P. Robert Bartolo | | Mgmt | For | For | For |
| | 2 | Elect Jay A. Brown | | Mgmt | For | For | For |
| | 3 | Elect Cindy Christy | | Mgmt | For | For | For |
| | 4 | Elect Ari Q. Fitzgerald | | Mgmt | For | For | For |
| | 5 | Elect Andrea J. Goldsmith | | Mgmt | For | For | For |
| | 6 | Elect Tammy K. Jones | | Mgmt | For | For | For |
| | 7 | Elect Anthony J. Melone | | Mgmt | For | For | For |
| | 8 | Elect W. Benjamin Moreland | | Mgmt | For | For | For |
| | 9 | Elect Kevin A. Stephens | | Mgmt | For | For | For |
| | 10 | Elect Matthew Thornton III | | 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 Articles Regarding Officer Exculpation | | Mgmt | For | For | For |
|
|
|
| CSL Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CSL | CINS Q3018U109 | | 10/12/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 2 | Approve Grant of Performance Share Units to Paul Perreault | | Mgmt | For | For | For |
| | 3 | Elect Marie McDonald as Director | | Mgmt | For | Against | Against |
| | 4 | Elect Megan Clark as Director | | Mgmt | For | Against | Against |
|
|
|
| CSX Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CSX | CUSIP 126408103 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Donna M. Alvarado | | Mgmt | For | For | For |
| | 2 | Elect Thomas P. Bostick | | Mgmt | For | For | For |
| | 3 | Elect Steven T. Halverson | | Mgmt | For | For | For |
| | 4 | Elect Paul C. Hilal | | Mgmt | For | For | For |
| | 5 | Elect Joseph R. Hinrichs | | Mgmt | For | For | For |
| | 6 | Elect David M. Moffett | | Mgmt | For | For | For |
| | 7 | Elect Linda H. Riefler | | Mgmt | For | For | For |
| | 8 | Elect Suzanne M. Vautrinot | | Mgmt | For | For | For |
| | 9 | Elect James L. Wainscott | | Mgmt | For | For | For |
| | 10 | Elect J. Steven Whisler | | Mgmt | For | For | For |
| | 11 | Elect John J. Zillmer | | Mgmt | For | Against | Against |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Cummins Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMI | CUSIP 231021106 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect N. Thomas Linebarger | | Mgmt | For | For | For |
| | 2 | Elect Jennifer W. Rumsey | | Mgmt | For | For | For |
| | 3 | Elect Gary L Belske | | Mgmt | For | For | For |
| | 4 | Elect Robert J. Bernhard | | Mgmt | For | For | For |
| | 5 | Elect Bruno V. Di Leo Allen | | Mgmt | For | For | For |
| | 6 | Elect Stephen B. Dobbs | | Mgmt | For | For | For |
| | 7 | Elect Carla A. Harris | | Mgmt | For | For | For |
| | 8 | Elect Thomas J. Lynch | | Mgmt | For | Against | Against |
| | 9 | Elect William I. Miller | | Mgmt | For | For | For |
| | 10 | Elect Georgia R. Nelson | | Mgmt | For | For | For |
| | 11 | Elect Kimberly A. Nelson | | Mgmt | For | For | For |
| | 12 | Elect Karen H. Quintos | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | Against | Against |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Plan to Link Executive Compensation to 1.5C Aligned GHG Reductions | | ShrHoldr | Against | Against | For |
|
|
|
| CVS Health Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CVS | CUSIP 126650100 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Fernando Aguirre | | Mgmt | For | For | For |
| | 2 | Elect Jeffrey R. Balser | | Mgmt | For | For | For |
| | 3 | Elect C. David Brown II | | Mgmt | For | For | For |
| | 4 | Elect Alecia A. DeCoudreaux | | Mgmt | For | For | For |
| | 5 | Elect Nancy-Ann DeParle | | Mgmt | For | For | For |
| | 6 | Elect Roger N. Farah | | Mgmt | For | For | For |
| | 7 | Elect Anne M. Finucane | | Mgmt | For | For | For |
| | 8 | Elect Edward J. Ludwig | | Mgmt | For | For | For |
| | 9 | Elect Karen S. Lynch | | Mgmt | For | For | For |
| | 10 | Elect Jean-Pierre Millon | | Mgmt | For | For | For |
| | 11 | Elect Mary L. Schapiro | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Abstain | N/A |
| | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Abstain | N/A |
| | 18 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | | ShrHoldr | Against | Abstain | N/A |
| | 19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
|
|
|
| Danaher Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DHR | CUSIP 235851102 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Rainer M. Blair | | Mgmt | For | For | For |
| | 2 | Elect Feroz Dewan | | Mgmt | For | For | For |
| | 3 | Elect Linda P. Hefner Filler | | Mgmt | For | For | For |
| | 4 | Elect Teri L. List | | Mgmt | For | For | For |
| | 5 | Elect Walter G. Lohr, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Jessica L. Mega | | Mgmt | For | For | For |
| | 7 | Elect Mitchell P. Rales | | Mgmt | For | For | For |
| | 8 | Elect Steven M. Rales | | Mgmt | For | For | For |
| | 9 | Elect Pardis C. Sabeti | | Mgmt | For | For | For |
| | 10 | Elect A. Shane Sanders | | Mgmt | For | For | For |
| | 11 | Elect John T. Schwieters | | Mgmt | For | For | For |
| | 12 | Elect Alan G. Spoon | | Mgmt | For | For | For |
| | 13 | Elect Raymond C. Stevens | | Mgmt | For | For | For |
| | 14 | Elect Elias A. Zerhouni | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
|
|
|
| Dassault Aviation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AM | CINS F24539169 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Accounts and Reports | | Mgmt | For | For | For |
| | 7 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 8 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 9 | 2022 Remuneration Report | | Mgmt | For | Against | Against |
| | 10 | 2022 Remuneration of Eric Trappier, Chair and CEO | | Mgmt | For | Against | Against |
| | 11 | 2022 Remuneration of Loik Segalen, COO | | Mgmt | For | Against | Against |
| | 12 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 13 | 2023 Remuneration Policy (Chair and CEO) | | Mgmt | For | Against | Against |
| | 14 | 2023 Remuneration Policy (COO) | | Mgmt | For | Against | Against |
| | 15 | Elect Lucia Sinapi-Thomas | | Mgmt | For | Against | Against |
| | 16 | Elect Charles Edelstenne | | Mgmt | For | Against | Against |
| | 17 | Elect Thierry Dassault | | Mgmt | For | Against | Against |
| | 18 | Elect Eric Trappier | | Mgmt | For | Against | Against |
| | 19 | Related Party Transactions between Dassault Aviation and GIMD | | Mgmt | For | For | For |
| | 20 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 21 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 22 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 23 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 24 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 25 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Dassault Systemes SA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DSY | CINS F24571451 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Accounts and Reports; Non Tax-Deductible Expenses | | Mgmt | For | For | For |
| | 8 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 10 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 11 | Appointment of Auditor (PwC) | | Mgmt | For | For | For |
| | 12 | 2023 Remuneration Policy (Corporate Officers) | | Mgmt | For | Against | Against |
| | 13 | 2022 Remuneration of Charles Edelstenne, Chair | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration of Bernard Charles, Vice-Chair and CEO | | Mgmt | For | Against | Against |
| | 15 | 2022 Remuneration Report | | Mgmt | For | Against | Against |
| | 16 | Elect Catherine Dassault | | Mgmt | For | Against | Against |
| | 17 | Elect Genevieve B. Berger | | Mgmt | For | Against | Against |
| | 18 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 19 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares and Convertible Debt Through Private Placement | | Mgmt | For | For | For |
| | 23 | Greenshoe | | Mgmt | For | For | For |
| | 24 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 25 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 26 | Authority to Issue Performance Shares | | Mgmt | For | Against | Against |
| | 27 | Authority to Grant Stock Options | | Mgmt | For | For | For |
| | 28 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 29 | Stock Purchase Plan for Overseas Employees | | Mgmt | For | For | For |
| | 30 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 31 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 32 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| DBS Group Holdings Ltd | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | D05 | CINS Y20246107 | | 03/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Singapore | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 4 | Directors' Fees | | Mgmt | For | For | For |
| | 5 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 6 | Elect Peter SEAH Lim Huat | | Mgmt | For | For | For |
| | 7 | Elect Punita Lal | | Mgmt | For | For | For |
| | 8 | Elect Anthony LIM Weng Kin | | Mgmt | For | For | For |
| | 9 | Authority To Grant Awards And Issue Shares Under The Dbsh Share Plan | | Mgmt | For | For | For |
| | 10 | Authority to Issues Share under The California Sub-Plan | | Mgmt | For | For | For |
| | 11 | Authority to Issue Shares w/ or w/o Preemptive Rights | | Mgmt | For | For | For |
| | 12 | Authority To Issue Shares Pursuant To The Dbsh Scrip Dividend Scheme | | Mgmt | For | For | For |
| | 13 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
|
|
|
| DCC Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DCC | CINS G2689P101 | | 07/15/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 2 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 3 | Approve Final Dividend | | Mgmt | For | For | For |
| | 4 | Approve Final Dividend | | Mgmt | For | For | For |
| | 5 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 6 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 7 | Authorise Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 8 | Authorise Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 9 | Authorise Issue of Equity | | Mgmt | For | For | For |
| | 10 | Authorise Issue of Equity | | Mgmt | For | For | For |
| | 11 | Authorise Issue of Equity without Pre-emptive Rights | | Mgmt | For | For | For |
| | 12 | Authorise Issue of Equity without Pre-emptive Rights | | Mgmt | For | For | For |
| | 13 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | | Mgmt | For | For | For |
| | 14 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | | Mgmt | For | For | For |
| | 15 | Authorise Market Purchase of Shares | | Mgmt | For | For | For |
| | 16 | Authorise Market Purchase of Shares | | Mgmt | For | For | For |
| | 17 | Authorise Reissuance Price Range of Treasury Shares | | Mgmt | For | For | For |
| | 18 | Authorise Reissuance Price Range of Treasury Shares | | Mgmt | For | For | For |
| | 19 | Elect Laura Angelini as Director | | Mgmt | For | For | For |
| | 20 | Elect Laura Angelini as Director | | Mgmt | For | For | For |
| | 21 | Re-elect Mark Breuer as Director | | Mgmt | For | For | For |
| | 22 | Re-elect Mark Breuer as Director | | Mgmt | For | For | For |
| | 23 | Re-elect Caroline Dowling as Director | | Mgmt | For | For | For |
| | 24 | Re-elect Caroline Dowling as Director | | Mgmt | For | For | For |
| | 25 | Re-elect Tufan Erginbilgic as Director | | Mgmt | For | For | For |
| | 26 | Re-elect Tufan Erginbilgic as Director | | Mgmt | For | For | For |
| | 27 | Re-elect David Jukes as Director | | Mgmt | For | For | For |
| | 28 | Re-elect David Jukes as Director | | Mgmt | For | For | For |
| | 29 | Elect Lily Liu as Director | | Mgmt | For | For | For |
| | 30 | Elect Lily Liu as Director | | Mgmt | For | For | For |
| | 31 | Re-elect Kevin Lucey as Director | | Mgmt | For | For | For |
| | 32 | Re-elect Kevin Lucey as Director | | Mgmt | For | For | For |
| | 33 | Re-elect Donal Murphy as Director | | Mgmt | For | For | For |
| | 34 | Re-elect Donal Murphy as Director | | Mgmt | For | For | For |
| | 35 | Elect Alan Ralph as Director | | Mgmt | For | For | For |
| | 36 | Elect Alan Ralph as Director | | Mgmt | For | For | For |
| | 37 | Re-elect Mark Ryan as Director | | Mgmt | For | For | For |
| | 38 | Re-elect Mark Ryan as Director | | Mgmt | For | For | For |
|
|
|
| Delta Air Lines, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DAL | CUSIP 247361702 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Edward H. Bastian | | Mgmt | For | For | For |
| | 2 | Elect Greg Creed | | Mgmt | For | For | For |
| | 3 | Elect David G. DeWalt | | Mgmt | For | For | For |
| | 4 | Elect William H. Easter III | | Mgmt | For | For | For |
| | 5 | Elect Leslie D. Hale | | Mgmt | For | For | For |
| | 6 | Elect Christopher A. Hazleton | | Mgmt | For | For | For |
| | 7 | Elect Michael P. Huerta | | Mgmt | For | For | For |
| | 8 | Elect Jeanne P. Jackson | | Mgmt | For | For | For |
| | 9 | Elect George N. Mattson | | Mgmt | For | For | For |
| | 10 | Elect Vasant M. Prabhu | | Mgmt | For | For | For |
| | 11 | Elect Sergio A. L. Rial | | Mgmt | For | For | For |
| | 12 | Elect David S. Taylor | | Mgmt | For | For | For |
| | 13 | Elect Kathy N. Waller | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | For | Against |
|
|
|
| Deutsche Lufthansa AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LHA | CINS D1908N106 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Germany | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 3 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 4 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 5 | Management Board Remuneration Policy | | Mgmt | For | For | For |
| | 6 | Supervisory Board Remuneration Policy | | Mgmt | For | For | For |
| | 7 | Remuneration Report | | Mgmt | For | Against | Against |
| | 8 | Elect Karl-Ludwig Kley | | Mgmt | For | Against | Against |
| | 9 | Elect Carsten Knobel | | Mgmt | For | For | For |
| | 10 | Elect Karl Gernandt | | Mgmt | For | For | For |
| | 11 | Increase in Authorised Capital for Employee Share Plans | | Mgmt | For | For | For |
| | 12 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 13 | Authority to Repurchase Shares Using Equity Derivatives | | Mgmt | For | For | For |
| | 14 | Amendments to Articles (Virtual Shareholder Meetings) | | Mgmt | For | For | For |
| | 15 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | | Mgmt | For | For | For |
| | 16 | Amendments to Articles (Share Register) | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 19 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 20 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 21 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 22 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 23 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 24 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 25 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 26 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Deutsche Post AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DPW | CINS D19225107 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Germany | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 8 | Allocation of Dividends | | Mgmt | For | For | For |
| | 9 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 10 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 11 | Elect Katrin Suder | | Mgmt | For | For | For |
| | 12 | Elect Mario Daberkow | | Mgmt | For | For | For |
| | 13 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 14 | Authority to Repurchase Shares Using Equity Derivatives | | Mgmt | For | For | For |
| | 15 | Remuneration Report | | Mgmt | For | For | For |
| | 16 | Amendments to Articles (Location) | | Mgmt | For | For | For |
| | 17 | Amendments to Articles (Virtual General Meeting) | | Mgmt | For | For | For |
| | 18 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | | Mgmt | For | For | For |
| | 19 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 20 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 21 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 22 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Diageo Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DGE | CINS G42089113 | | 10/06/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 2 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 3 | Approve Final Dividend | | Mgmt | For | For | For |
| | 4 | Elect Karen Blackett as Director | | Mgmt | For | For | For |
| | 5 | Re-elect Melissa Bethell as Director | | Mgmt | For | For | For |
| | 6 | Re-elect Lavanya Chandrashekar as Director | | Mgmt | For | For | For |
| | 7 | Re-elect Valerie Chapoulaud-Floquet as Director | | Mgmt | For | For | For |
| | 8 | Re-elect Javier Ferran as Director | | Mgmt | For | For | For |
| | 9 | Re-elect Susan Kilsby as Director | | Mgmt | For | For | For |
| | 10 | Re-elect Sir John Manzoni as Director | | Mgmt | For | For | For |
| | 11 | Re-elect Lady Mendelsohn as Director | | Mgmt | For | For | For |
| | 12 | Re-elect Ivan Menezes as Director | | Mgmt | For | For | For |
| | 13 | Re-elect Alan Stewart as Director | | Mgmt | For | For | For |
| | 14 | Re-elect Ireena Vittal as Director | | Mgmt | For | Against | Against |
| | 15 | Reappoint PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 16 | Authorise the Audit Committee to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 17 | Authorise UK Political Donations and Expenditure | | Mgmt | For | For | For |
| | 18 | Amend Irish Share Ownership Plan | | Mgmt | For | For | For |
| | 19 | Authorise Issue of Equity | | Mgmt | For | For | For |
| | 20 | Authorise Issue of Equity without Pre-emptive Rights | | Mgmt | For | For | For |
| | 21 | Authorise Market Purchase of Ordinary Shares | | Mgmt | For | For | For |
| | 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | | Mgmt | For | Against | Against |
|
|
|
| Discover Financial Services | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DFS | CUSIP 254709108 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey S. Aronin | | Mgmt | For | For | For |
| | 2 | Elect Mary K. Bush | | Mgmt | For | For | For |
| | 3 | Elect Gregory C. Case | | Mgmt | For | For | For |
| | 4 | Elect Candace H. Duncan | | Mgmt | For | For | For |
| | 5 | Elect Joseph F. Eazor | | Mgmt | For | For | For |
| | 6 | Elect Roger C. Hochschild | | Mgmt | For | For | For |
| | 7 | Elect Thomas G. Maheras | | Mgmt | For | For | For |
| | 8 | Elect John B. Owen | | Mgmt | For | For | For |
| | 9 | Elect David L. Rawlinson II | | Mgmt | For | For | For |
| | 10 | Elect Beverley A. Sibblies | | Mgmt | For | For | For |
| | 11 | Elect Mark A. Thierer | | Mgmt | For | For | For |
| | 12 | Elect Jennifer L. Wong | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Approval of the 2023 Omnibus Incentive Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| DNB Bank ASA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DNB | CINS R1R15X100 | | 04/25/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Norway | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 6 | Opening of Meeting; Election of Presiding Chair | | Mgmt | For | TNA | N/A |
| | 7 | Agenda | | Mgmt | For | TNA | N/A |
| | 8 | Minutes | | Mgmt | For | TNA | N/A |
| | 9 | Accounts and Reports; Allocation of Profits and Dividends | | Mgmt | For | TNA | N/A |
| | 10 | Cancellation of Shares | | Mgmt | For | TNA | N/A |
| | 11 | Authority to Repurchase Shares (Cancellation) | | Mgmt | For | TNA | N/A |
| | 12 | Authority to Repurchase Shares (Hedging) | | Mgmt | For | TNA | N/A |
| | 13 | Authority to Issue Debt Instruments | | Mgmt | For | TNA | N/A |
| | 14 | Amendments to Articles (Debt Capital) | | Mgmt | For | TNA | N/A |
| | 15 | Amendments to Articles (General Meeting) | | Mgmt | For | TNA | N/A |
| | 16 | Remuneration Report | | Mgmt | For | TNA | N/A |
| | 17 | Corporate Governance Report | | Mgmt | For | TNA | N/A |
| | 18 | Election of Directors | | Mgmt | For | TNA | N/A |
| | 19 | Directors' and Nomination Committee Fees | | Mgmt | For | TNA | N/A |
| | 20 | Authority to Set Auditor's Fees | | Mgmt | For | TNA | N/A |
| | 21 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 22 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 23 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
|
|
|
| DocuSign, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DOCU | CUSIP 256163106 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect James A. Beer | | Mgmt | For | For | For |
| | 1.2 | Elect Cain A. Hayes | | Mgmt | For | For | For |
| | 1.3 | Elect Allan Thygesen | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
|
|
|
| Dolby Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DLB | CUSIP 25659T107 | | 02/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director Kevin Yeaman | | Mgmt | For | For | For |
| | 1.2 | Elect Director Peter Gotcher | | Mgmt | For | For | For |
| | 1.3 | Elect Director Micheline Chau | | Mgmt | For | For | For |
| | 1.4 | Elect Director David Dolby | | Mgmt | For | For | For |
| | 1.5 | Elect Director Tony Prophet | | Mgmt | For | For | For |
| | 1.6 | Elect Director Emily Rollins | | Mgmt | For | For | For |
| | 1.7 | Elect Director Simon Segars | | Mgmt | For | For | For |
| | 1.8 | Elect Director Anjali Sud | | Mgmt | For | For | For |
| | 1.9 | Elect Director Avadis Tevanian, Jr. | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Amend Omnibus Stock Plan | | Mgmt | For | Against | Against |
| | 4 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| Dominion Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | D | CUSIP 25746U109 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James A. Bennett | | Mgmt | For | For | For |
| | 2 | Elect Robert M. Blue | | Mgmt | For | For | For |
| | 3 | Elect D. Maybank Hagood | | Mgmt | For | For | For |
| | 4 | Elect Ronald W. Jibson | | Mgmt | For | For | For |
| | 5 | Elect Mark J. Kington | | Mgmt | For | For | For |
| | 6 | Elect Kristin G. Lovejoy | | Mgmt | For | For | For |
| | 7 | Elect Joseph M. Rigby | | Mgmt | For | For | For |
| | 8 | Elect Pamela J. Royal | | Mgmt | For | Against | Against |
| | 9 | Elect Robert H. Spilman, Jr. | | Mgmt | For | For | For |
| | 10 | Elect Susan N. Story | | Mgmt | For | For | For |
| | 11 | Elect Michael E. Szymanczyk | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment Regarding Information Requirements for Shareholders to Call a Special Meeting | | Mgmt | For | For | For |
| | 16 | Amendment to Advance Notice Provisions for Director Nominations | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| DoorDash, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DASH | CUSIP 25809K105 | | 06/20/2023 | | 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 Alfred Lin | | Mgmt | For | For | For |
| | 3 | Elect Stanley Tang | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
|
|
|
| Dow Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DOW | ISIN US2605571031 | | 04/13/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Samuel R. Allen | | Mgmt | For | For | For |
| | 2 | Elect Gaurdie E. Banister, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Wesley G. Bush | | Mgmt | For | For | For |
| | 4 | Elect Richard K. Davis | | Mgmt | For | For | For |
| | 5 | Elect Jerri L. DeVard | | Mgmt | For | For | For |
| | 6 | Elect Debra L. Dial | | Mgmt | For | For | For |
| | 7 | Elect Jeff M. Fettig | | Mgmt | For | For | For |
| | 8 | Elect James R. Fitterling | | Mgmt | For | For | For |
| | 9 | Elect Jacqueline C. Hinman | | Mgmt | For | For | For |
| | 10 | Elect Luis A. Moreno | | Mgmt | For | For | For |
| | 11 | Elect Jill S. Wyant | | Mgmt | For | For | For |
| | 12 | Elect Daniel W. Yohannes | | 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 Chair | | ShrHoldr | Against | For | Against |
| | 16 | Shareholder Proposal Regarding Virgin Plastic Demand | | ShrHoldr | Against | Against | For |
|
|
|
| Dropbox, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DBX | CUSIP 26210C104 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Andrew W. Houston | | Mgmt | For | For | For |
| | 1.2 | Elect Donald W. Blair | | Mgmt | For | For | For |
| | 1.3 | Elect Lisa Campbell | | Mgmt | For | For | For |
| | 1.4 | Elect Paul E. Jacobs | | Mgmt | For | For | For |
| | 1.5 | Elect Sara Mathew | | Mgmt | For | For | For |
| | 1.6 | Elect Abhay Parasnis | | Mgmt | For | For | For |
| | 1.7 | Elect Karen Peacock | | Mgmt | For | For | For |
| | 1.8 | Elect Michael Seibel | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| DTE Energy Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DTE | CUSIP 233331107 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect David A. Brandon | | Mgmt | For | For | For |
| | 1.2 | Elect Charles G. McClure, Jr. | | Mgmt | For | For | For |
| | 1.3 | Elect Gail J. McGovern | | Mgmt | For | For | For |
| | 1.4 | Elect Mark A. Murray | | Mgmt | For | For | For |
| | 1.5 | Elect Gerardo Norcia | | Mgmt | For | For | For |
| | 1.6 | Elect Robert C. Skaggs, Jr. | | Mgmt | For | For | For |
| | 1.7 | Elect David A. Thomas | | Mgmt | For | For | For |
| | 1.8 | Elect Gary Torgow | | Mgmt | For | For | For |
| | 1.9 | Elect James H. Vandenberghe | | Mgmt | For | For | For |
| | 1.10 | Elect Valerie M. Williams | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Bylaw Amendment Regarding Ownership Threshold for Shareholders to Call a Special Meeting | | Mgmt | For | For | For |
| | 6 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| Duke Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DUK | CUSIP 26441C204 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Derrick Burks | | Mgmt | For | For | For |
| | 2 | Elect Annette K. Clayton | | Mgmt | For | For | For |
| | 3 | Elect Theodore F. Craver, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Robert M. Davis | | Mgmt | For | For | For |
| | 5 | Elect Caroline D. Dorsa | | Mgmt | For | For | For |
| | 6 | Elect W. Roy Dunbar | | Mgmt | For | For | For |
| | 7 | Elect Nicholas C. Fanandakis | | Mgmt | For | For | For |
| | 8 | Elect Lynn J. Good | | Mgmt | For | For | For |
| | 9 | Elect John T. Herron | | Mgmt | For | For | For |
| | 10 | Elect Idalene F. Kesner | | Mgmt | For | For | For |
| | 11 | Elect E. Marie McKee | | Mgmt | For | For | For |
| | 12 | Elect Michael J. Pacilio | | Mgmt | For | For | For |
| | 13 | Elect Thomas E. Skains | | Mgmt | For | For | For |
| | 14 | Elect William E. Webster, Jr. | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Approval of the 2023 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | N/A | For | N/A |
| | 20 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | | ShrHoldr | Against | Against | For |
|
|
|
| DXC Technology Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DXC | CINS 23355L106 | | 07/26/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director Mukesh Aghi | | Mgmt | For | For | For |
| | 4 | Elect Director Amy E. Alving | | Mgmt | For | For | For |
| | 5 | Elect Director David A. Barnes | | Mgmt | For | For | For |
| | 6 | Elect Director Raul J. Fernandez | | Mgmt | For | For | For |
| | 7 | Elect Director David L. Herzog | | Mgmt | For | For | For |
| | 8 | Elect Director Dawn Rogers | | Mgmt | For | For | For |
| | 9 | Elect Director Michael J. Salvino | | Mgmt | For | For | For |
| | 10 | Elect Director Carrie W. Teffner | | Mgmt | For | For | For |
| | 11 | Elect Director Akihiko Washington | | Mgmt | For | For | For |
| | 12 | Elect Director Robert F. Woods | | Mgmt | For | For | For |
|
|
|
| E.ON SE | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EOAN | CINS D24914133 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Germany | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 8 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 9 | Allocation of Dividends | | Mgmt | For | For | For |
| | 10 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 11 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 12 | Appointment of Auditor (FY 2023) | | Mgmt | For | For | For |
| | 13 | Appointment of Auditor for Interim Statements (FY 2023) | | Mgmt | For | For | For |
| | 14 | Appointment of Auditor for Interim Statements (FY 2024 Q1) | | Mgmt | For | For | For |
| | 15 | Remuneration Report | | Mgmt | For | For | For |
| | 16 | Temporary Increase in Supervisory Board Size | | Mgmt | For | Against | Against |
| | 17 | Elect Erich Clementi | | Mgmt | For | For | For |
| | 18 | Elect Andreas Schmitz | | Mgmt | For | For | For |
| | 19 | Elect Nadege Petit | | Mgmt | For | For | For |
| | 20 | Elect Ulrich Grillo | | Mgmt | For | For | For |
| | 21 | Elect Deborah B. Wilkens | | Mgmt | For | For | For |
| | 22 | Elect Rolf Martin Schmitz | | Mgmt | For | For | For |
| | 23 | Elect Klaus A. Frohlich | | Mgmt | For | For | For |
| | 24 | Elect Anke Groth | | Mgmt | For | For | For |
| | 25 | Amendments to Articles (Virtual Shareholder Meetings) | | Mgmt | For | For | For |
| | 26 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | | Mgmt | For | For | For |
| | 27 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 28 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 29 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| East West Bancorp, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EWBC | CUSIP 27579R104 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Manuel P. Alvarez | | Mgmt | For | For | For |
| | 2 | Elect Molly Campbell | | Mgmt | For | For | For |
| | 3 | Elect Archana Deskus | | Mgmt | For | For | For |
| | 4 | Elect Serge Dumont | | Mgmt | For | For | For |
| | 5 | Elect Rudolph I. Estrada | | Mgmt | For | For | For |
| | 6 | Elect Paul H. Irving | | Mgmt | For | For | For |
| | 7 | Elect Sabrina Kay | | Mgmt | For | For | For |
| | 8 | Elect Jack C. Liu | | Mgmt | For | For | For |
| | 9 | Elect Dominic Ng | | Mgmt | For | For | For |
| | 10 | Elect Lester M. Sussman | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Eaton Corporation plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ETN | CUSIP G29183103 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Craig Arnold | | Mgmt | For | For | For |
| | 2 | Elect Olivier Leonetti | | Mgmt | For | For | For |
| | 3 | Elect Silvio Napoli | | Mgmt | For | For | For |
| | 4 | Elect Gregory R. Page | | Mgmt | For | For | For |
| | 5 | Elect Sandra Pianalto | | Mgmt | For | For | For |
| | 6 | Elect Robert V. Pragada | | Mgmt | For | For | For |
| | 7 | Elect Lori J. Ryerkerk | | Mgmt | For | For | For |
| | 8 | Elect Gerald B. Smith | | Mgmt | For | For | For |
| | 9 | Elect Dorothy C. Thompson | | Mgmt | For | For | For |
| | 10 | Elect Darryl L. Wilson | | Mgmt | For | For | For |
| | 11 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 15 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 16 | Authority to Repurchase Shares | | Mgmt | For | For | For |
|
|
|
| EBay Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EBAY | CUSIP 278642103 | | 06/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Adriane M. Brown | | Mgmt | For | For | For |
| | 2 | Elect Aparna Chennapragda | | Mgmt | For | For | For |
| | 3 | Elect Logan D. Green | | Mgmt | For | For | For |
| | 4 | Elect E. Carol Hayles | | Mgmt | For | For | For |
| | 5 | Elect Jamie Iannone | | Mgmt | For | For | For |
| | 6 | Elect Shripriya Mahesh | | Mgmt | For | For | For |
| | 7 | Elect Paul S. Pressler | | Mgmt | For | For | For |
| | 8 | Elect Mohak Shroff | | Mgmt | For | For | For |
| | 9 | Elect Perry M. Traquina | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Amendment to the Equity Incentive Award Plan | | Mgmt | For | For | For |
| | 14 | Amendment Regarding Officer Exculpation | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Right to Call Special Meeting | | ShrHoldr | Against | Against | For |
|
|
|
| Edison International | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EIX | CUSIP 281020107 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeanne Beliveau-Dunn | | Mgmt | For | For | For |
| | 2 | Elect Michael C. Camunez | | Mgmt | For | For | For |
| | 3 | Elect Vanessa C.L. Chang | | Mgmt | For | For | For |
| | 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 Marcy L. Reed | | Mgmt | For | For | For |
| | 8 | Elect Carey A. Smith | | Mgmt | For | For | For |
| | 9 | Elect Linda G. Stuntz | | Mgmt | For | For | For |
| | 10 | Elect Peter J. Taylor | | Mgmt | For | For | For |
| | 11 | Elect Keith Trent | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Edwards Lifesciences Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EW | CUSIP 28176E108 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kieran T. Gallahue | | Mgmt | For | For | For |
| | 2 | Elect Leslie Stone Heisz | | Mgmt | For | For | For |
| | 3 | Elect Paul A. LaViolette | | Mgmt | For | For | For |
| | 4 | Elect Steven R. Loranger | | Mgmt | For | For | For |
| | 5 | Elect Martha H. Marsh | | Mgmt | For | For | For |
| | 6 | Elect Michael A. Mussallem | | Mgmt | For | For | For |
| | 7 | Elect Ramona Sequeira | | Mgmt | For | For | For |
| | 8 | Elect Nicholas J. Valeriani | | Mgmt | For | For | For |
| | 9 | Elect Bernard J. Zovighian | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Amendment to Allow Exculpation of Officers | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Eiffage | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FGR | CINS F2924U106 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Accounts and Reports | | Mgmt | For | For | For |
| | 8 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 10 | Elect Benoit de Ruffray | | Mgmt | For | For | For |
| | 11 | Elect Isabelle Salaun | | Mgmt | For | For | For |
| | 12 | Elect Laurent Dupont | | Mgmt | For | For | For |
| | 13 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 14 | 2023 Remuneration Policy (Chair and CEO) | | Mgmt | For | For | For |
| | 15 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 16 | 2022 Remuneration of Benoit de Ruffray, Chair and CEO | | Mgmt | For | For | For |
| | 17 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 18 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 19 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights and to Increase Capital in Case of Exchange Offer | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares and/or Convertible Debt Through Private Placement | | Mgmt | For | For | For |
| | 23 | Greenshoe | | Mgmt | For | For | For |
| | 24 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 25 | Global Ceiling on Capital Increases and Debt Issuances | | Mgmt | For | For | For |
| | 26 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 27 | Authority to Issue Performance Shares | | Mgmt | For | For | For |
| | 28 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 29 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 30 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Electronic Arts Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EA | CINS 285512109 | | 08/11/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Amend Omnibus Stock Plan | | Mgmt | For | For | For |
| | 4 | Reduce Ownership Threshold for Shareholders to Call Special Meetings to 15% | | Mgmt | For | For | For |
| | 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | ShrHoldr | Against | Against | For |
| | 6 | Elect Director Kofi A. Bruce | | Mgmt | For | For | For |
| | 7 | Elect Director Rachel A. Gonzalez | | Mgmt | For | For | For |
| | 8 | Elect Director Jeffrey T. Huber | | Mgmt | For | For | For |
| | 9 | Elect Director Talbott Roche | | Mgmt | For | For | For |
| | 10 | Elect Director Richard A. Simonson | | Mgmt | For | For | For |
| | 11 | Elect Director Luis A. Ubinas | | Mgmt | For | For | For |
| | 12 | Elect Director Heidi J. Ueberroth | | Mgmt | For | For | For |
| | 13 | Elect Director Andrew Wilson | | Mgmt | For | For | For |
|
|
|
| Elevance Health, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ELV | CUSIP 036752103 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gail K. Boudreaux | | Mgmt | For | For | For |
| | 2 | Elect R. Kerry Clark | | Mgmt | For | For | For |
| | 3 | Elect Robert L. Dixon, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Deanna Strable-Soethout | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Eli Lilly and Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LLY | CUSIP 532457108 | | 05/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William G. Kaelin, Jr. | | Mgmt | For | For | For |
| | 2 | Elect David A. Ricks | | Mgmt | For | For | For |
| | 3 | Elect Marschall S. Runge | | Mgmt | For | For | For |
| | 4 | Elect Karen Walker | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 9 | Elimination of Supermajority Requirements | | Mgmt | For | For | For |
| | 10 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Emerson Electric Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EMR | CUSIP 291011104 | | 02/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Martin S. Craighead | | Mgmt | For | For | For |
| | 2 | Elect Director Gloria A. Flach | | Mgmt | For | For | For |
| | 3 | Elect Director Matthew S. Levatich | | Mgmt | For | For | For |
| | 4 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Enel S.p.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ENEL | CINS T3679P115 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Italy | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Accounts and Reports | | Mgmt | For | For | For |
| | 5 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 6 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 7 | Board Size | | Mgmt | For | For | For |
| | 8 | Board Term Length | | Mgmt | For | For | For |
| | 9 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 10 | List Presented by Ministry of Economy and Finance | | Mgmt | N/A | For | N/A |
| | 11 | List Presented by Group of Institutional Investors Representing 1.86% of Share Capital | | Mgmt | N/A | N/A | N/A |
| | 12 | List Presented by Covalis Capital LLP | | Mgmt | N/A | N/A | N/A |
| | 13 | Elect Paolo Scaroni as Chair of Board | | Mgmt | N/A | For | N/A |
| | 14 | Elect Marco Mazzucchelli as Chair of Board | | Mgmt | N/A | Abstain | N/A |
| | 15 | Directors' Fees | | Mgmt | For | For | For |
| | 16 | 2023 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 17 | Remuneration Policy | | Mgmt | For | For | For |
| | 18 | Remuneration Report | | Mgmt | For | For | For |
| | 19 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Enphase Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ENPH | CUSIP 29355A107 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Jamie Haenggi | | Mgmt | For | For | For |
| | 1.2 | Elect Benjamin Kortlang | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Richard Mora | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Equinor ASA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EQNR | CINS R2R90P103 | | 05/10/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Norway | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 6 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 7 | Election of Presiding Chair | | Mgmt | For | TNA | N/A |
| | 8 | Agenda | | Mgmt | For | TNA | N/A |
| | 9 | Minutes | | Mgmt | For | TNA | N/A |
| | 10 | Accounts and Reports; Allocation of Profits and Dividends | | Mgmt | For | TNA | N/A |
| | 11 | Authority to Distribute Interim Dividends | | Mgmt | For | TNA | N/A |
| | 12 | Shareholder Proposal Regarding Use of Fiberglass in Wind Farms, Commitment to Hydropower Projects, and Energy Research | | ShrHoldr | Against | TNA | N/A |
| | 13 | Shareholder Proposal Regarding Climate Risk Assessment and Strategy | | ShrHoldr | Against | TNA | N/A |
| | 14 | Shareholder Proposal Regarding Stopping Fossil Energy Resource Exploration and Providing Financial Assistance to Ukraine | | ShrHoldr | Against | TNA | N/A |
| | 15 | Shareholder Proposal Regarding Developing an Improved Process to Respond to Shareholder Proposals | | ShrHoldr | Against | TNA | N/A |
| | 16 | Shareholder Proposal Regarding Barents Sea Exploration | | ShrHoldr | Against | TNA | N/A |
| | 17 | Shareholder Proposal Regarding Move From Fossil Fuels to Renewable Energy | | ShrHoldr | Against | TNA | N/A |
| | 18 | Shareholder Proposal Regarding Oil and Gas Exploration and Renewable Transformation | | ShrHoldr | Against | TNA | N/A |
| | 19 | Corporate Governance Report | | Mgmt | For | TNA | N/A |
| | 20 | Remuneration Policy | | Mgmt | For | TNA | N/A |
| | 21 | Remuneration Report | | Mgmt | For | TNA | N/A |
| | 22 | Authority to Set Auditor's Fees | | Mgmt | For | TNA | N/A |
| | 23 | Corporate Assembly Fees | | Mgmt | For | TNA | N/A |
| | 24 | Nomination Committee Fees | | Mgmt | For | TNA | N/A |
| | 25 | Authority to Repurchase Shares (Share Savings Plan) | | Mgmt | For | TNA | N/A |
| | 26 | Cancellation of Shares | | Mgmt | For | TNA | N/A |
| | 27 | Authority to Repurchase Shares | | Mgmt | For | TNA | N/A |
| | 28 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
|
|
|
| Equitable Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EQH | CUSIP 29452E101 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Francis A. Hondal | | Mgmt | For | For | For |
| | 2 | Elect Arlene Isaacs-Lowe | | Mgmt | For | For | For |
| | 3 | Elect Daniel G. Kaye | | Mgmt | For | For | For |
| | 4 | Elect Joan Lamm-Tennant | | Mgmt | For | For | For |
| | 5 | Elect Craig C. Mackay | | Mgmt | For | For | For |
| | 6 | Elect Mark Pearson | | Mgmt | For | For | For |
| | 7 | Elect Bertram L. Scott | | Mgmt | For | For | For |
| | 8 | Elect George Stansfield | | Mgmt | For | For | For |
| | 9 | Elect Charles G.T. Stonehill | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Equity LifeStyle Properties, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ELS | CUSIP 29472R108 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Andrew Berkenfield | | Mgmt | For | For | For |
| | 1.2 | Elect Derrick Burks | | Mgmt | For | For | For |
| | 1.3 | Elect Philip C. Calian | | Mgmt | For | For | For |
| | 1.4 | Elect David J. Contis | | Mgmt | For | For | For |
| | 1.5 | Elect Constance Freedman | | Mgmt | For | For | For |
| | 1.6 | Elect Thomas P. Heneghan | | Mgmt | For | For | For |
| | 1.7 | Elect Marguerite Nader | | Mgmt | For | For | For |
| | 1.8 | Elect Scott R. Peppet | | Mgmt | For | For | For |
| | 1.9 | Elect Sheli Z. Rosenberg | | Mgmt | For | For | For |
| | 1.10 | Elect Samuel Zell | | 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 |
|
|
|
| Equity Residential | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EQR | CUSIP 29476L107 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Angela M. Aman | | Mgmt | For | For | For |
| | 1.2 | Elect Linda Walker Bynoe | | Mgmt | For | For | For |
| | 1.3 | Elect Mary Kay Haben | | Mgmt | For | For | For |
| | 1.4 | Elect Tahsinul Zia Huque | | Mgmt | For | For | For |
| | 1.5 | Elect John E. Neal | | Mgmt | For | For | For |
| | 1.6 | Elect David J. Neithercut | | Mgmt | For | For | For |
| | 1.7 | Elect Mark J. Parrell | | Mgmt | For | For | For |
| | 1.8 | Elect Mark S. Shapiro | | Mgmt | For | For | For |
| | 1.9 | Elect Stephen E. Sterrett | | Mgmt | For | For | For |
| | 1.10 | Elect Samuel Zell | | 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 |
|
|
|
| Eurazeo | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RF | CINS F3296A108 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Accounts and Reports; Non Tax-Deductible Expenses | | Mgmt | For | For | For |
| | 7 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 8 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Special Auditors Report on Regulated Agreements | | Mgmt | For | Against | Against |
| | 10 | Related Party Transactions (David-Weill Pact) | | Mgmt | For | For | For |
| | 11 | Elect Francoise Mercadal-Delasalles | | Mgmt | For | Against | Against |
| | 12 | 2023 Remuneration Policy (Supervisory Board) | | Mgmt | For | For | For |
| | 13 | 2023 Remuneration Policy (Management Board) | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 15 | 2022 Remuneration of Michel David-Weill, Former Supervisory Board Chair | | Mgmt | For | For | For |
| | 16 | 2022 Remuneration of Jean-Charles Decaux, Supervisory Board Chair | | Mgmt | For | For | For |
| | 17 | 2022 Remuneration of Christophe Baviere, Management Board Member | | Mgmt | For | For | For |
| | 18 | 2022 Remuneration of William Kadouch, Management Board Member | | Mgmt | For | For | For |
| | 19 | 2022 Remuneration of Olivier Millet, Management Board Member | | Mgmt | For | For | For |
| | 20 | 2022 Remuneration of Virginie Morgon, Management Board Chair | | Mgmt | For | For | For |
| | 21 | 2022 Remuneration of Marc Frappier, Management Board Member | | Mgmt | For | For | For |
| | 22 | 2022 Remuneration of Nicolas Huet, Management Board Member | | Mgmt | For | For | For |
| | 23 | 2022 Remuneration of Remuneration of Philippe Audouin, Management Board Member | | Mgmt | For | For | For |
| | 24 | Amendment to the LTI Plan - Waiving Of Presence Conditions for Virginie Morgon, Marc Frappier and Nicolas Huet | | Mgmt | For | Against | Against |
| | 25 | Appointment of Auditor (Mazars) | | Mgmt | For | For | For |
| | 26 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 27 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 28 | Amendments to Articles regarding the Management Board Composition | | Mgmt | For | For | For |
| | 29 | Amendment to Articles Regarding the Chair of the Management Board | | Mgmt | For | For | For |
| | 30 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 31 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 32 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 33 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Eversource Energy | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ES | CUSIP 30040W108 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cotton M. Cleveland | | Mgmt | For | For | For |
| | 2 | Elect Francis A. Doyle | | Mgmt | For | For | For |
| | 3 | Elect Linda D. Forry | | Mgmt | For | For | For |
| | 4 | Elect Gregory M. Jones | | Mgmt | For | For | For |
| | 5 | Elect Loretta D. Keane | | Mgmt | For | For | For |
| | 6 | Elect John Y. Kim | | Mgmt | For | For | For |
| | 7 | Elect Kenneth R. Leibler | | Mgmt | For | For | For |
| | 8 | Elect David H. Long | | Mgmt | For | For | For |
| | 9 | Elect Joseph R. Nolan, Jr. | | Mgmt | For | For | For |
| | 10 | Elect William C. Van Faasen | | Mgmt | For | For | For |
| | 11 | Elect Frederica M. Williams | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Amendment to the 2018 Incentive Plan | | Mgmt | For | For | For |
| | 15 | Increase in Authorized Common Stock | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Exelixis, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EXEL | CUSIP 30161Q104 | | 05/31/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Maria C. Freire | | Mgmt | For | TNA | N/A |
| | 2 | Elect Alan M. Garber | | Mgmt | For | TNA | N/A |
| | 3 | Elect Michael M. Morrissey | | Mgmt | For | TNA | N/A |
| | 4 | Elect Stelios Papadopoulos | | Mgmt | For | TNA | N/A |
| | 5 | Elect George H. Poste | | Mgmt | For | TNA | N/A |
| | 6 | Elect Julie Anne Smith | | Mgmt | For | TNA | N/A |
| | 7 | Elect Lance Willsey | | Mgmt | For | TNA | N/A |
| | 8 | Elect Jacqueline Wright | | Mgmt | For | TNA | N/A |
| | 9 | Elect Jack L. Wyszomierski | | Mgmt | For | TNA | N/A |
| | 10 | Elect Tomas J. Heyman | | Mgmt | For | TNA | N/A |
| | 11 | Elect Robert (Bob) Oliver, Jr. | | Mgmt | For | TNA | N/A |
| | 12 | Elect David E. Johnson | | Mgmt | For | TNA | N/A |
| | 13 | Ratification of Auditor | | Mgmt | For | TNA | N/A |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | TNA | N/A |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | TNA | Against |
|
|
|
| Exelixis, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EXEL | CUSIP 30161Q104 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas J. Heyman | | ShrHoldr | N/A | For | N/A |
| | 2 | Elect David E. Johnson | | ShrHoldr | N/A | For | N/A |
| | 3 | Elect Robert Bob Oliver, Jr. | | ShrHoldr | N/A | For | N/A |
| | 4 | Elect Maria C. Freire | | ShrHoldr | N/A | For | N/A |
| | 5 | Elect Alan M. Garber | | ShrHoldr | N/A | For | N/A |
| | 6 | Elect Michael M. Morrissey | | ShrHoldr | N/A | For | N/A |
| | 7 | Elect Stelios Papadopoulos | | ShrHoldr | N/A | For | N/A |
| | 8 | Elect George Poste | | ShrHoldr | N/A | For | N/A |
| | 9 | Elect Julie Anne Smith | | ShrHoldr | N/A | For | N/A |
| | 10 | Elect Jacqueline Wright | | ShrHoldr | N/A | For | N/A |
| | 11 | Elect Jack L. Wyszomierski | | ShrHoldr | N/A | For | N/A |
| | 12 | Elect Lance Willsey | | ShrHoldr | N/A | Withhold | N/A |
| | 13 | Ratification of Auditor | | Mgmt | N/A | For | N/A |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | N/A | For | N/A |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
|
|
|
| Exelon Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EXC | CUSIP 30161N101 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Anthony K. Anderson | | Mgmt | For | For | For |
| | 2 | Elect W. Paul Bowers | | Mgmt | For | For | For |
| | 3 | Elect Calvin G. Butler, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Marjorie Rodgers Cheshire | | Mgmt | For | For | For |
| | 5 | Elect Linda P. Jojo | | Mgmt | For | For | For |
| | 6 | Elect Charisse Lillie | | Mgmt | For | For | For |
| | 7 | Elect Matthew Rogers | | Mgmt | For | For | For |
| | 8 | Elect John F. Young | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Expedia Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EXPE | CUSIP 30212P303 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Samuel Altman | | Mgmt | For | Withhold | Against |
| | 2 | Elect Beverly Anderson | | Mgmt | For | For | For |
| | 3 | Elect M. Moina Banerjee | | Mgmt | For | For | For |
| | 4 | Elect Chelsea Clinton | | Mgmt | For | For | For |
| | 5 | Elect Barry Diller | | Mgmt | For | For | For |
| | 6 | Elect Henrique Dubugras | | Mgmt | For | For | For |
| | 7 | Elect Craig A. Jacobson | | Mgmt | For | For | For |
| | 8 | Elect Peter M. Kern | | Mgmt | For | For | For |
| | 9 | Elect Dara Khosrowshahi | | Mgmt | For | Withhold | Against |
| | 10 | Elect Patricia Menendez Cambo | | Mgmt | For | For | For |
| | 11 | Elect Alexander von Furstenberg | | Mgmt | For | For | For |
| | 12 | Elect Julie Whalen | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the 2005 Stock and Annual Incentive Plan | | Mgmt | For | Against | Against |
| | 16 | Amendment to the 2013 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Exxon Mobil Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | XOM | CUSIP 30231G102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael J. Angelakis | | Mgmt | For | For | For |
| | 2 | Elect Susan K. Avery | | Mgmt | For | For | For |
| | 3 | Elect Angela F. Braly | | Mgmt | For | For | For |
| | 4 | Elect Gregory J. Goff | | Mgmt | For | For | For |
| | 5 | Elect John D. Harris II | | Mgmt | For | For | For |
| | 6 | Elect Kaisa H. Hietala | | Mgmt | For | For | For |
| | 7 | Elect Joseph L. Hooley | | Mgmt | For | For | For |
| | 8 | Elect Steven A. Kandarian | | Mgmt | For | For | For |
| | 9 | Elect Alexander A. Karsner | | Mgmt | For | For | For |
| | 10 | Elect Lawrence W. Kellner | | Mgmt | For | For | For |
| | 11 | Elect Jeffrey W. Ubben | | Mgmt | For | For | For |
| | 12 | Elect Darren W. Woods | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Carbon Capture and Storage | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Methane Emission Disclosures | | ShrHoldr | Against | For | Against |
| | 20 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Guyanese Operations | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Recalculated Emissions Baseline | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Addressing Virgin Plastic Demand | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Environmental Litigation | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Report on Exploration and Production in the Arctic Refuge | | ShrHoldr | Against | Against | For |
|
|
|
| FactSet Research Systems Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FDS | CINS 303075105 | | 12/15/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Declassify the Board of Directors | | Mgmt | For | For | For |
| | 4 | Amend Certificate of Incorporation to Eliminate Certain Business Combination Restrictions | | Mgmt | For | For | For |
| | 5 | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | | Mgmt | For | For | For |
| | 6 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | | Mgmt | For | For | For |
| | 7 | Amend Certificate of Incorporation to Remove Creditor Compromise Provision | | Mgmt | For | For | For |
| | 8 | Amend Certificate of Incorporation to Clarify, Streamline and Modernize the Certificate of Incorporation | | Mgmt | For | For | For |
| | 9 | Elect Director James J. McGonigle | | Mgmt | For | For | For |
| | 10 | Elect Director F. Philip Snow | | Mgmt | For | For | For |
| | 11 | Elect Director Maria Teresa Tejada | | Mgmt | For | For | For |
|
|
|
| Ferguson Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FERG | CINS G3421J106 | | 11/30/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Jersey | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 2 | Approve Final Dividend | | Mgmt | For | For | For |
| | 3 | Re-elect Kelly Baker as Director | | Mgmt | For | For | For |
| | 4 | Re-elect Suzanne Wood as Director | | Mgmt | For | For | For |
| | 5 | Re-elect Bill Brundage as Director | | Mgmt | For | For | For |
| | 6 | Re-elect Geoff Drabble as Director | | Mgmt | For | For | For |
| | 7 | Re-elect Catherine Halligan as Director | | Mgmt | For | For | For |
| | 8 | Re-elect Brian May as Director | | Mgmt | For | For | For |
| | 9 | Re-elect Kevin Murphy as Director | | Mgmt | For | For | For |
| | 10 | Re-elect Alan Murray as Director | | Mgmt | For | For | For |
| | 11 | Re-elect Tom Schmitt as Director | | Mgmt | For | For | For |
| | 12 | Re-elect Nadia Shouraboura as Director | | Mgmt | For | For | For |
| | 13 | Reappoint Deloitte LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 15 | Authorise UK Political Donations and Expenditure | | Mgmt | For | For | For |
| | 16 | Authorise Issue of Equity | | Mgmt | For | For | For |
| | 17 | Approve Non-Employee Director Incentive Plan | | Mgmt | For | For | For |
| | 18 | Authorise Issue of Equity without Pre-emptive Rights | | Mgmt | For | For | For |
| | 19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | | Mgmt | For | For | For |
| | 20 | Authorise Market Purchase of Ordinary Shares | | Mgmt | For | For | For |
| | 21 | Adopt New Articles of Association | | Mgmt | For | For | For |
|
|
|
| Fifth Third Bancorp | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FITB | ISIN US316773CR93 | | 04/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nicholas K. Akins | | Mgmt | For | For | For |
| | 2 | Elect B. Evan Bayh, III | | Mgmt | For | For | For |
| | 3 | Elect Jorge L. Benitez | | Mgmt | For | For | For |
| | 4 | Elect Katherine B. Blackburn | | Mgmt | For | For | For |
| | 5 | Elect Emerson L. Brumback | | Mgmt | For | For | For |
| | 6 | Elect Linda W. Clement-Holmes | | Mgmt | For | For | For |
| | 7 | Elect C. Bryan Daniels | | Mgmt | For | For | For |
| | 8 | Elect Mitchell S. Feiger | | Mgmt | For | For | For |
| | 9 | Elect Thomas H. Harvey | | Mgmt | For | For | For |
| | 10 | Elect Gary R. Heminger | | Mgmt | For | For | For |
| | 11 | Elect Eileen A. Mallesch | | Mgmt | For | For | For |
| | 12 | Elect Michael B. McCallister | | Mgmt | For | For | For |
| | 13 | Elect Timothy N. Spence | | Mgmt | For | For | For |
| | 14 | Elect Marsha C. Williams | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Firstenergy Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FE | CUSIP 337932107 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jana T. Croom | | Mgmt | For | For | For |
| | 2 | Elect Steven J. Demetriou | | Mgmt | For | Against | Against |
| | 3 | Elect Lisa Winston Hicks | | Mgmt | For | For | For |
| | 4 | Elect Paul Kaleta | | Mgmt | For | For | For |
| | 5 | Elect Sean T. Klimczak | | Mgmt | For | For | For |
| | 6 | Elect Jesse A. Lynn | | Mgmt | For | For | For |
| | 7 | Elect James F. O'Neil III | | Mgmt | For | For | For |
| | 8 | Elect John W. Somerhalder II | | Mgmt | For | For | For |
| | 9 | Elect Andrew J. Teno | | Mgmt | For | For | For |
| | 10 | Elect Leslie M. Turner | | Mgmt | For | For | For |
| | 11 | Elect Melvin Williams | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Reduce Ownership Threshold for Shareholders to Call Special Meetings | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | | ShrHoldr | Against | Against | For |
|
|
|
| Ford Motor Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | F | CUSIP 345370860 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kimberly A. Casiano | | Mgmt | For | For | For |
| | 2 | Elect Alexandra Ford English | | Mgmt | For | For | For |
| | 3 | Elect James D. Farley, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Henry Ford III | | Mgmt | For | Against | Against |
| | 5 | Elect William Clay Ford, Jr. | | Mgmt | For | For | For |
| | 6 | Elect William W. Helman IV | | Mgmt | For | For | For |
| | 7 | Elect Jon M. Huntsman, Jr. | | Mgmt | For | For | For |
| | 8 | Elect William E. Kennard | | Mgmt | For | Against | Against |
| | 9 | Elect John C. May | | Mgmt | For | For | For |
| | 10 | Elect Beth E. Mooney | | Mgmt | For | For | For |
| | 11 | Elect Lynn M. Vojvodich Radakovich | | Mgmt | For | For | For |
| | 12 | Elect John L. Thornton | | Mgmt | For | Against | Against |
| | 13 | Elect John B. Veihmeyer | | Mgmt | For | For | For |
| | 14 | Elect John S. Weinberg | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Approval of the 2023 Long-Term Incentive Plan | | Mgmt | For | Against | Against |
| | 19 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Child Labor Linked To Electric Vehicles | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Transparency and Minimization of Animal Testing | | ShrHoldr | Against | Against | For |
|
|
|
| Fortinet, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FTNT | CUSIP 34959E109 | | 06/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ken Xie | | Mgmt | For | For | For |
| | 2 | Elect Michael Xie | | Mgmt | For | For | For |
| | 3 | Elect Kenneth A. Goldman | | Mgmt | For | For | For |
| | 4 | Elect Ming Hsieh | | Mgmt | For | For | For |
| | 5 | Elect Jean Hu | | Mgmt | For | For | For |
| | 6 | Elect William H. Neukom | | Mgmt | For | For | For |
| | 7 | Elect Judith Sim | | Mgmt | For | For | For |
| | 8 | Elect James G. Stavridis | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 13 | Amendment to Articles to Permit the Exculpation of Officers | | Mgmt | For | For | For |
|
|
|
| Fortive Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FTV | CUSIP 34959J108 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Eric Branderiz | | Mgmt | For | For | For |
| | 2 | Elect Daniel L. Comas | | Mgmt | For | For | For |
| | 3 | Elect Sharmistha Dubey | | Mgmt | For | For | For |
| | 4 | Elect Rejji P. Hayes | | Mgmt | For | For | For |
| | 5 | Elect Wright L. Lassiter III | | Mgmt | For | For | For |
| | 6 | Elect James A. Lico | | Mgmt | For | For | For |
| | 7 | Elect Kate D. Mitchell | | Mgmt | For | For | For |
| | 8 | Elect Jeannine P. Sargent | | Mgmt | For | For | For |
| | 9 | Elect Alan G. Spoon | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Fortum Oyj | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FORTUM | CINS X2978Z118 | | 11/23/2022 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Extraordinary Shareholders | Finland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Chairman of Meeting | | Mgmt | N/A | TNA | N/A |
| | 2 | Call the Meeting to Order | | Mgmt | N/A | TNA | N/A |
| | 3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | | Mgmt | N/A | TNA | N/A |
| | 4 | Acknowledge Proper Convening of Meeting | | Mgmt | N/A | TNA | N/A |
| | 5 | Prepare and Approve List of Shareholders | | Mgmt | N/A | TNA | N/A |
| | 6 | Approve Issuance of Shares for a Private Placement to Solidium Oy | | Mgmt | For | TNA | N/A |
| | 7 | Close Meeting | | Mgmt | N/A | TNA | N/A |
|
|
|
| Freeport-McMoRan Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FCX | CUSIP 35671D857 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David P. Abney | | Mgmt | For | For | For |
| | 2 | Elect Richard C. Adkerson | | Mgmt | For | For | For |
| | 3 | Elect Marcela E. Donadio | | Mgmt | For | For | For |
| | 4 | Elect Robert W. Dudley | | Mgmt | For | For | For |
| | 5 | Elect Hugh Grant | | Mgmt | For | For | For |
| | 6 | Elect Lydia H. Kennard | | Mgmt | For | For | For |
| | 7 | Elect Ryan M. Lance | | Mgmt | For | For | For |
| | 8 | Elect Sara Grootwassink Lewis | | Mgmt | For | For | For |
| | 9 | Elect Dustan E. McCoy | | Mgmt | For | For | For |
| | 10 | Elect Kathleen L. Quirk | | Mgmt | For | For | For |
| | 11 | Elect John J. Stephens | | Mgmt | For | For | For |
| | 12 | Elect Frances F. Townsend | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Fujitsu Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 6702 | CINS J15708159 | | 06/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Elect Takahito Tokita | | Mgmt | For | For | For |
| | 3 | Elect Hidenori Furuta | | Mgmt | For | For | For |
| | 4 | Elect Takeshi Isobe | | Mgmt | For | For | For |
| | 5 | Elect Masami Yamamoto | | Mgmt | For | For | For |
| | 6 | Elect Chiaki Mukai | | Mgmt | For | For | For |
| | 7 | Elect Atsushi Abe | | Mgmt | For | For | For |
| | 8 | Elect Yoshiko Kojo | | Mgmt | For | For | For |
| | 9 | Elect Kenichiro Sasae | | Mgmt | For | For | For |
| | 10 | Elect Byron Gill | | Mgmt | For | For | For |
| | 11 | Elect Koji Hatsukawa as Statutory Auditor | | Mgmt | For | For | For |
| | 12 | Adoption of Restricted share Unit Plan for Outside directors | | Mgmt | For | Against | Against |
|
|
|
| Gaming And Leisure Properties, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GLPI | CUSIP 36467J108 | | 06/15/2023 | | 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 JoAnne A. Epps | | Mgmt | For | For | For |
| | 3 | Elect Carol Lynton | | Mgmt | For | For | For |
| | 4 | Elect Joseph W. Marshall, III | | Mgmt | For | For | For |
| | 5 | Elect James B. Perry | | Mgmt | For | For | For |
| | 6 | Elect Barry F. Schwartz | | Mgmt | For | For | For |
| | 7 | Elect Earl C. Shanks | | Mgmt | For | For | For |
| | 8 | Elect E. Scott Urdang | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Gartner, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IT | CUSIP 366651107 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter E. Bisson | | Mgmt | For | For | For |
| | 2 | Elect Richard J. Bressler | | Mgmt | For | For | For |
| | 3 | Elect Raul E. Cesan | | Mgmt | For | For | For |
| | 4 | Elect Karen E. Dykstra | | Mgmt | For | For | For |
| | 5 | Elect Diana S. Ferguson | | Mgmt | For | For | For |
| | 6 | Elect Anne Sutherland Fuchs | | Mgmt | For | For | For |
| | 7 | Elect William O. Grabe | | Mgmt | For | For | For |
| | 8 | Elect Jose M. Gutierrez | | Mgmt | For | For | For |
| | 9 | Elect Eugene A. Hall | | Mgmt | For | For | For |
| | 10 | Elect Stephen G. Pagliuca | | Mgmt | For | For | For |
| | 11 | Elect Eileen M. Serra | | Mgmt | For | For | For |
| | 12 | Elect James C. Smith | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| GE HealthCare Technologies Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GEHC | CUSIP 36266G107 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter J. Arduini | | Mgmt | For | For | For |
| | 2 | Elect H. Lawrence Culp, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Rodney F. Hochman | | Mgmt | For | For | For |
| | 4 | Elect Lloyd W. Howell, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 6 | Elect Catherine Lesjak | | Mgmt | For | For | For |
| | 7 | Elect Anne T. Madden | | Mgmt | For | For | For |
| | 8 | Elect Tomislav Mihaljevic | | Mgmt | For | For | For |
| | 9 | Elect William J. Stromberg | | Mgmt | For | For | For |
| | 10 | Elect Phoebe L. Yang | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| GEA Group AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | G1A | cins D28304109 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Germany | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 3 | Allocation of Dividends | | Mgmt | For | For | For |
| | 4 | Remuneration Report | | Mgmt | For | For | For |
| | 5 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 6 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 7 | Appointment of Auditor | | Mgmt | For | For | For |
| | 8 | Elect Dieter Kempf as Supervisory Board Member | | Mgmt | For | For | For |
| | 9 | Amendments to Articles (Supervisory Board Terms) | | Mgmt | For | For | For |
| | 10 | Amendments to Articles (Supervisory Board Terms By-Election) | | Mgmt | For | For | For |
| | 11 | Supervisory Board Remuneration Policy | | Mgmt | For | For | For |
| | 12 | Amendments to Articles (Virtual Meeting) | | Mgmt | For | For | For |
| | 13 | Amendments to Articles (Virtual Supervisory Board Attendance at General Meetigns) | | Mgmt | For | For | For |
| | 14 | Amendments to Articles (Questions at General Meetings) | | Mgmt | For | For | For |
| | 15 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 16 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 17 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 18 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 19 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 20 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| General Dynamics Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GD | CUSIP 369550108 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard D. Clarke | | Mgmt | For | For | For |
| | 2 | Elect James S. Crown | | Mgmt | For | For | For |
| | 3 | Elect Rudy F. deLeon | | Mgmt | For | For | For |
| | 4 | Elect Cecil D. Haney | | Mgmt | For | For | For |
| | 5 | Elect Mark M. Malcolm | | Mgmt | For | For | For |
| | 6 | Elect James N. Mattis | | Mgmt | For | For | For |
| | 7 | Elect Phebe N. Novakovic | | Mgmt | For | For | For |
| | 8 | Elect C. Howard Nye | | Mgmt | For | For | For |
| | 9 | Elect Catherine B. Reynolds | | Mgmt | For | For | For |
| | 10 | Elect Laura J. Schumacher | | Mgmt | For | For | For |
| | 11 | Elect Robert K. Steel | | Mgmt | For | For | For |
| | 12 | Elect John G. Stratton | | Mgmt | For | Against | Against |
| | 13 | Elect Peter A. Wall | | Mgmt | For | For | For |
| | 14 | Amendment to Articles Limiting the Liability of Certain Officers | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Report on Human Rights Impact Assessments | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| General Electric Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GE | CUSIP 369604301 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Stephen F. Angel | | Mgmt | For | For | For |
| | 2 | Elect Sebastien Bazin | | Mgmt | For | For | For |
| | 3 | Elect H. Lawrence Culp, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Edward Garden | | Mgmt | For | For | For |
| | 5 | Elect Isabella D. Goren | | Mgmt | For | For | For |
| | 6 | Elect Thomas Horton | | Mgmt | For | For | For |
| | 7 | Elect Catherine Lesjak | | Mgmt | For | For | For |
| | 8 | Elect Darren W. McDew | | Mgmt | For | For | For |
| | 9 | Elect Paula Rosput Reynolds | | Mgmt | For | For | For |
| | 10 | Elect Jessica Uhl | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 15 | Shareholder Proposal Regarding Sale of Company | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Audited Report of Net Zero 2050 Goal | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Audited Report on Net Zero Emissions by 2050 Scenario Analysis | | ShrHoldr | Against | Against | For |
|
|
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| General Motors Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GM | CUSIP 37045V100 | | 06/20/2023 | | 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 Aneel Bhusri | | Mgmt | For | For | For |
| | 3 | Elect Wesley G. Bush | | Mgmt | For | For | For |
| | 4 | Elect Joanne C. Crevoiserat | | Mgmt | For | For | For |
| | 5 | Elect Linda R. Gooden | | Mgmt | For | For | For |
| | 6 | Elect Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Jonathan McNeill | | Mgmt | For | For | For |
| | 8 | Elect Judith A. Miscik | | Mgmt | For | Against | Against |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Thomas M. Schoewe | | Mgmt | For | For | For |
| | 11 | Elect Mark A. Tatum | | Mgmt | For | For | For |
| | 12 | Elect Jan E. Tighe | | Mgmt | For | For | For |
| | 13 | Elect Devin N. Wenig | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Amendment to the 2020 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Procurement Targets for Sustainable Materials in Supply Chain | | ShrHoldr | Against | Against | For |
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| Genuine Parts Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GPC | ISIN US3724601055 | | 05/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Elizabeth W. Camp | | Mgmt | For | For | For |
| | 2 | Elect Richard Cox, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Paul D. Donahue | | Mgmt | For | For | For |
| | 4 | Elect Gary P. Fayard | | Mgmt | For | For | For |
| | 5 | Elect P. Russell Hardin | | Mgmt | For | For | For |
| | 6 | Elect John R. Holder | | Mgmt | For | For | For |
| | 7 | Elect Donna W. Hyland | | Mgmt | For | For | For |
| | 8 | Elect John D. Johns | | Mgmt | For | For | For |
| | 9 | Elect Jean-Jacques Lafont | | Mgmt | For | For | For |
| | 10 | Elect Robert C. Loudermilk, Jr. | | Mgmt | For | For | For |
| | 11 | Elect Wendy B. Needham | | Mgmt | For | For | For |
| | 12 | Elect Juliette W. Pryor | | Mgmt | For | For | For |
| | 13 | Elect E. Jenner Wood III | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
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| Ginkgo Bioworks Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DNA | CUSIP 37611X100 | | 06/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Arie S. Belldegrun | | Mgmt | For | Against | Against |
| | 2 | Elect Marijn E. Dekkers | | Mgmt | For | For | For |
| | 3 | Elect Kathy Hopinkah Hannan | | Mgmt | For | For | For |
| | 4 | Elect Christian O. Henry | | Mgmt | For | Against | Against |
| | 5 | Elect Reshma Kewalramani | | Mgmt | For | For | For |
| | 6 | Elect Shyam Sankar | | Mgmt | For | For | For |
| | 7 | Elect Harry E. Sloan | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
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| Gjensidige Forsikring ASA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GJF | CINS R2763X101 | | 03/23/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Norway | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 6 | Election of Presiding Chair | | Mgmt | For | TNA | N/A |
| | 7 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 8 | Agenda | | Mgmt | For | TNA | N/A |
| | 9 | Minutes | | Mgmt | For | TNA | N/A |
| | 10 | Accounts and Reports; Allocation of Profits and Dividends | | Mgmt | For | TNA | N/A |
| | 11 | Remuneration Report | | Mgmt | For | TNA | N/A |
| | 12 | Remuneration Policy | | Mgmt | For | TNA | N/A |
| | 13 | Authority to Distribute a Dividend | | Mgmt | For | TNA | N/A |
| | 14 | Authority to Repurchase Shares to Implement Equity Compensation Plan | | Mgmt | For | TNA | N/A |
| | 15 | Authority to Repurchase Shares | | Mgmt | For | TNA | N/A |
| | 16 | Authority to Issue Shares w/ or w/o Preemptive Rights | | Mgmt | For | TNA | N/A |
| | 17 | Authority to Issue Convertible Debt Instruments | | Mgmt | For | TNA | N/A |
| | 18 | Election of Directors | | Mgmt | For | TNA | N/A |
| | 19 | Elect Trine Riis Groven | | Mgmt | For | TNA | N/A |
| | 20 | Elect Iwar Arnstad | | Mgmt | For | TNA | N/A |
| | 21 | Elect Pernille Moen Masdal | | Mgmt | For | TNA | N/A |
| | 22 | Elect Henrik Bachke Madsen | | Mgmt | For | TNA | N/A |
| | 23 | Elect Inger Grogaard Stensaker | | Mgmt | For | TNA | N/A |
| | 24 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 25 | Directors and Auditors' Fees | | Mgmt | For | TNA | N/A |
| | 26 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 27 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 28 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 29 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
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| Glencore plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GLEN | CINS G39420107 | | 05/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Jersey | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Cash Distribution (Reduction in Share Premium Account) | | Mgmt | For | For | For |
| | 4 | Elect Kalidas V. Madhavpeddi | | Mgmt | For | For | For |
| | 5 | Elect Gary Nagle | | Mgmt | For | For | For |
| | 6 | Elect Peter R. Coates | | Mgmt | For | For | For |
| | 7 | Elect Martin J. Gilbert | | Mgmt | For | For | For |
| | 8 | Elect Gill Marcus | | Mgmt | For | For | For |
| | 9 | Elect Cynthia B. Carroll | | Mgmt | For | For | For |
| | 10 | Elect David Wormsley | | Mgmt | For | For | For |
| | 11 | Elect Liz Hewitt | | Mgmt | For | For | For |
| | 12 | Appointment of Auditor | | Mgmt | For | For | For |
| | 13 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 14 | Opinion on the Companys Climate Report | | Mgmt | For | For | For |
| | 15 | Remuneration Report | | Mgmt | For | For | For |
| | 16 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 17 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 19 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 20 | Shareholder Proposal Regarding Climate Action Transition Plan at 2024 AGM | | ShrHoldr | Against | Against | For |
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| GoDaddy Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GDDY | CUSIP 380237107 | | 06/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mark S. Garrett | | Mgmt | For | For | For |
| | 2 | Elect Srinivas Tallapragada | | Mgmt | For | For | For |
| | 3 | Elect Sigal Zarmi | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
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| Goodman Group | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GMG | CINS Q4229W132 | | 11/17/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Appoint KPMG as Auditor of Goodman Logistics (HK) Limited | | Mgmt | For | For | For |
| | 2 | Elect Chris Green as Director of Goodman Limited | | Mgmt | For | For | For |
| | 3 | Elect Phillip Pryke as Director of Goodman Limited | | Mgmt | For | For | For |
| | 4 | Elect Anthony Rozic as Director of Goodman Limited | | Mgmt | For | For | For |
| | 5 | Elect Hilary Spann as Director of Goodman Limited | | Mgmt | For | For | For |
| | 6 | Elect Vanessa Liu as Director of Goodman Limited | | Mgmt | For | For | For |
| | 7 | Approve Remuneration Report | | Mgmt | For | Against | Against |
| | 8 | Approve Issuance of Performance Rights to Greg Goodman | | Mgmt | For | For | For |
| | 9 | Approve Issuance of Performance Rights to Danny Peeters | | Mgmt | For | For | For |
| | 10 | Approve Issuance of Performance Rights to Anthony Rozic | | Mgmt | For | For | For |
| | 11 | Approve the Increase in Non-Executive Directors' Fee Pool | | Mgmt | For | Against | Against |
| | 12 | Approve the Spill Resolution | | Mgmt | Against | Against | For |
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| GSK Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GSK | CINS G3910J179 | | 05/03/2023 | | 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 | | Mgmt | For | For | For |
| | 3 | Elect Julie Brown | | Mgmt | For | For | For |
| | 4 | Elect Vishal Sikka | | Mgmt | For | For | For |
| | 5 | Elect Elizabeth McKee Anderson | | Mgmt | For | For | For |
| | 6 | Elect Sir Jonathan R. Symonds | | Mgmt | For | For | For |
| | 7 | Elect Emma N. Walmsley | | Mgmt | For | For | For |
| | 8 | Elect Charles A. Bancroft | | Mgmt | For | For | For |
| | 9 | Elect Hal V. Barron | | Mgmt | For | For | For |
| | 10 | Elect Anne Beal | | Mgmt | For | For | For |
| | 11 | Elect Harry Dietz | | Mgmt | For | For | For |
| | 12 | Elect Jesse Goodman | | Mgmt | For | For | For |
| | 13 | Elect Urs Rohner | | Mgmt | For | For | For |
| | 14 | Appointment of Auditor | | Mgmt | For | For | For |
| | 15 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 16 | Amendment to Remuneration Policy | | Mgmt | For | For | For |
| | 17 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Approve Exemption from Statement of the Senior Statutory Auditor's name in published Auditors' Reports | | Mgmt | For | For | For |
| | 23 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
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| GSK Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GSK | CINS G3910J112 | | 07/06/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Matters Relating to the Demerger of Haleon Group from the GSK Group | | Mgmt | For | For | For |
| | 2 | Approve the Related Party Transaction Arrangements | | Mgmt | For | For | For |
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| Healthpeak Properties, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PEAK | CUSIP 42250P103 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Scott M. Brinker | | Mgmt | For | For | For |
| | 2 | Elect Brian G. Cartwright | | Mgmt | For | For | For |
| | 3 | Elect James B. Connor | | Mgmt | For | For | For |
| | 4 | Elect Christine N. Garvey | | Mgmt | For | For | For |
| | 5 | Elect R. Kent Griffin Jr. | | Mgmt | For | For | For |
| | 6 | Elect David B. Henry | | Mgmt | For | For | For |
| | 7 | Elect Sara G. Lewis | | Mgmt | For | For | For |
| | 8 | Elect Katherine M. Sandstrom | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Approval of the 2023 Performance Incentive Plan | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
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| HEICO Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HEI | ISIN US4228062083 | | 03/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Thomas M. Culligan | | Mgmt | For | For | For |
| | 1.2 | Elect Carol F. Fine | | Mgmt | For | For | For |
| | 1.3 | Elect Adolfo Henriques | | Mgmt | For | For | For |
| | 1.4 | Elect Mark H. Hildebrandt | | Mgmt | For | Withhold | Against |
| | 1.5 | Elect Eric A. Mendelson | | Mgmt | For | For | For |
| | 1.6 | Elect Laurans A. Mendelson | | Mgmt | For | For | For |
| | 1.7 | Elect Victor H. Mendelson | | Mgmt | For | For | For |
| | 1.8 | Elect Julie Neitzel | | Mgmt | For | For | For |
| | 1.9 | Elect Alan Schriesheim | | Mgmt | For | For | For |
| | 1.10 | Elect Frank J. Schwitter | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
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| Hermes International | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RMS | CINS F48051100 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Accounts and Reports; Non Tax-Deductible Expenses | | Mgmt | For | For | For |
| | 8 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Ratification of Management Acts | | Mgmt | For | For | For |
| | 10 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 11 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 12 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 13 | 2022 Remuneration Report | | Mgmt | For | Against | Against |
| | 14 | 2022 Remuneration of Axel Dumas, Executive Chair | | Mgmt | For | Against | Against |
| | 15 | 2022 Remuneration of Emile Hermes SAS, Managing General Partner | | Mgmt | For | Against | Against |
| | 16 | 2022 Remuneration of Éric de Seynes, Supervisory Board Chair | | Mgmt | For | For | For |
| | 17 | 2023 Remuneration Policy (Executive Chair and General Managing Partner) | | Mgmt | For | Against | Against |
| | 18 | 2023 Remuneration Policy (Supervisory Board) | | Mgmt | For | For | For |
| | 19 | Elect Dorothee Altmayer | | Mgmt | For | Against | Against |
| | 20 | Elect Monique Cohen | | Mgmt | For | Against | Against |
| | 21 | Elect Renaud Mommeja | | Mgmt | For | Against | Against |
| | 22 | Elect Eric de Seynes | | Mgmt | For | Against | Against |
| | 23 | Appointment of Auditor (PricewaterhouseCoopers) | | Mgmt | For | For | For |
| | 24 | Appointment of Auditor (Grant Thornton) | | Mgmt | For | For | For |
| | 25 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 26 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 27 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 28 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | Against | Against |
| | 29 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 30 | Authority to Issue Shares and Convertible Debt Through Private Placement | | Mgmt | For | Against | Against |
| | 31 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | Against | Against |
| | 32 | Authority to Decide Mergers by Absorption, Spin-Offs and Partial Transfer of Assets | | Mgmt | For | Against | Against |
| | 33 | Authority to Increase Capital in Case of Mergers by Absorption, Spin-offs or Partial Transfer of Assets | | Mgmt | For | Against | Against |
| | 34 | Authority to Issue Performance Shares | | Mgmt | For | Against | Against |
| | 35 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 36 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 37 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 38 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| Holcim Ltd | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HOLN | CINS H3816Q102 | | 05/04/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Switzerland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 4 | Compensation Report | | Mgmt | For | TNA | N/A |
| | 5 | Ratification of Board and Management Acts | | Mgmt | For | TNA | N/A |
| | 6 | Allocation of Profits | | Mgmt | For | TNA | N/A |
| | 7 | Dividend from Reserves | | Mgmt | For | TNA | N/A |
| | 8 | Amendments to Articles (Corporate Purpose) | | Mgmt | For | TNA | N/A |
| | 9 | Amendments to Articles (Shares and Capital Structure) | | Mgmt | For | TNA | N/A |
| | 10 | Amendments to Articles (General Meeting and Auditors) | | Mgmt | For | TNA | N/A |
| | 11 | Amendments to Articles (Share Restrictions; Qualified Majority) | | Mgmt | For | TNA | N/A |
| | 12 | Amendments to Articles (Board of Directors and Compensation) | | Mgmt | For | TNA | N/A |
| | 13 | Elect Jan Jenisch as Board Chair | | Mgmt | For | TNA | N/A |
| | 14 | Elect Philippe Block | | Mgmt | For | TNA | N/A |
| | 15 | Elect Kim Fausing | | Mgmt | For | TNA | N/A |
| | 16 | Elect Leanne Geale | | Mgmt | For | TNA | N/A |
| | 17 | Elect Naina Lal Kidwai | | Mgmt | For | TNA | N/A |
| | 18 | Elect Ilias Laber | | Mgmt | For | TNA | N/A |
| | 19 | Elect Jurg Oleas | | Mgmt | For | TNA | N/A |
| | 20 | Elect Claudia Sender Ramirez | | Mgmt | For | TNA | N/A |
| | 21 | Elect Hanne Birgitte Breinbjerg Sorensen | | Mgmt | For | TNA | N/A |
| | 22 | Elect Ilias Laber as Nominating, Compensation and Governance Committee Member | | Mgmt | For | TNA | N/A |
| | 23 | Elect Jurg Oleas as Nominating, Compensation and Governance Committee Member | | Mgmt | For | TNA | N/A |
| | 24 | Elect Claudia Sender Ramirez as Nominating, Compensation and Governance Committee Member | | Mgmt | For | TNA | N/A |
| | 25 | Elect Hanne Birgitte Breinbjerg Sorensen as Nominating, Compensation and Governance Committee Member | | Mgmt | For | TNA | N/A |
| | 26 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 27 | Appointment of Independent Proxy | | Mgmt | For | TNA | N/A |
| | 28 | Board Compensation | | Mgmt | For | TNA | N/A |
| | 29 | Executive Compensation | | Mgmt | For | TNA | N/A |
| | 30 | Cancellation of Shares and Reduction in Share Capital | | Mgmt | For | TNA | N/A |
| | 31 | Advisory Vote on Climate Report | | Mgmt | For | TNA | N/A |
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| Hologic, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HOLX | CUSIP 436440101 | | 03/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Stephen P. MacMillan | | Mgmt | For | For | For |
| | 2 | Elect Director Sally W. Crawford | | Mgmt | For | For | For |
| | 3 | Elect Director Charles J. Dockendorff | | Mgmt | For | For | For |
| | 4 | Elect Director Scott T. Garrett | | Mgmt | For | For | For |
| | 5 | Elect Director Ludwig N. Hantson | | Mgmt | For | For | For |
| | 6 | Elect Director Namal Nawana | | Mgmt | For | For | For |
| | 7 | Elect Director Christiana Stamoulis | | Mgmt | For | For | For |
| | 8 | Elect Director Stacey D. Stewart | | Mgmt | For | For | For |
| | 9 | Elect Director Amy M. Wendell | | Mgmt | For | For | For |
| | 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Amend Omnibus Stock Plan | | Mgmt | For | For | For |
| | 13 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 14 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
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| Honeywell International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HON | CUSIP 438516106 | | 05/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 D. Scott Davis | | Mgmt | For | For | For |
| | 6 | Elect Deborah Flint | | Mgmt | For | For | For |
| | 7 | Elect Vimal Kapur | | Mgmt | For | For | For |
| | 8 | Elect Rose Lee | | Mgmt | For | For | For |
| | 9 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 10 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 11 | Elect Robin Watson | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Environmental and Health Impact Report | | ShrHoldr | Against | Against | For |
|
|
|
| Hoya Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 7741 | CINS J22848105 | | 06/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Elect Hiroaki Yoshihara | | Mgmt | For | For | For |
| | 3 | Elect Yasuyuki Abe | | Mgmt | For | For | For |
| | 4 | Elect Takayo Hasegawa | | Mgmt | For | For | For |
| | 5 | Elect Mika Nishimura | | Mgmt | For | For | For |
| | 6 | Elect Mototsugu Sato | | Mgmt | For | For | For |
| | 7 | Elect Eiichiro Ikeda | | Mgmt | For | For | For |
| | 8 | Elect Ryo Hirooka | | Mgmt | For | For | For |
|
|
|
| Humana Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HUM | ISIN US4448591028 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Raquel C. Bono | | Mgmt | For | For | For |
| | 2 | Elect Bruce Broussard | | Mgmt | For | For | For |
| | 3 | Elect Frank A. D'Amelio | | Mgmt | For | For | For |
| | 4 | Elect David T. Feinberg | | Mgmt | For | For | For |
| | 5 | Elect Wayne A.I. Frederick | | Mgmt | For | For | For |
| | 6 | Elect John W. Garratt | | Mgmt | For | For | For |
| | 7 | Elect Kurt J. Hilzinger | | Mgmt | For | For | For |
| | 8 | Elect Karen W. Katz | | Mgmt | For | For | For |
| | 9 | Elect Marcy S. Klevorn | | Mgmt | For | For | For |
| | 10 | Elect William J. McDonald | | Mgmt | For | For | For |
| | 11 | Elect Jorge S. Mesquita | | Mgmt | For | For | For |
| | 12 | Elect Brad D. Smith | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Illumina, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ILMN | CUSIP 452327109 | | 05/25/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Management Nominee Frances Arnold | | Mgmt | For | TNA | N/A |
| | 2 | Elect Management Nominee Francis A. deSouza | | Mgmt | For | TNA | N/A |
| | 3 | Elect Management Nominee Caroline D. Dorsa | | Mgmt | For | TNA | N/A |
| | 4 | Elect Management Nominee Robert S. Epstein | | Mgmt | For | TNA | N/A |
| | 5 | Elect Management Nominee Scott Gottlieb | | Mgmt | For | TNA | N/A |
| | 6 | Elect Management Nominee Gary S. Guthart | | Mgmt | For | TNA | N/A |
| | 7 | Elect Management Nominee Philip W. Schiller | | Mgmt | For | TNA | N/A |
| | 8 | Elect Management Nominee Susan E. Siegel | | Mgmt | For | TNA | N/A |
| | 9 | Elect Management Nominee John W. Thompson | | Mgmt | For | TNA | N/A |
| | 10 | Elect Icahn Nominee Vincent J. Intrieri | | ShrHoldr | Withhold | TNA | N/A |
| | 11 | Elect Icahn Nominee Jesse A. Lynn | | ShrHoldr | Withhold | TNA | N/A |
| | 12 | Elect Icahn Nominee Andrew J. Teno | | ShrHoldr | Withhold | TNA | N/A |
| | 13 | Ratification of Auditor | | Mgmt | For | TNA | N/A |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | TNA | N/A |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | TNA | Against |
| | 16 | Amendment to the 2015 Stock and Incentive Plan | | Mgmt | For | TNA | N/A |
|
|
|
| Illumina, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ILMN | CUSIP 452327109 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Icahn Nominee Vincent J. Intrieri | | ShrHoldr | N/A | For | N/A |
| | 2 | Elect Icahn Nominee Jesse A. Lynn | | ShrHoldr | N/A | For | N/A |
| | 3 | Elect Icahn Nominee Andrew J. Teno | | ShrHoldr | N/A | For | N/A |
| | 4 | Elect Management Nominee Frances Arnold | | Mgmt | N/A | Withhold | N/A |
| | 5 | Elect Management Nominee Caroline D. Dorsa | | Mgmt | N/A | Withhold | N/A |
| | 6 | Elect Management Nominee Scott Gottlieb | | Mgmt | N/A | Withhold | N/A |
| | 7 | Elect Management Nominee Gary S. Guthart | | Mgmt | N/A | Withhold | N/A |
| | 8 | Elect Management Nominee Philip W. Schiller | | Mgmt | N/A | Withhold | N/A |
| | 9 | Elect Management Nominee Susan E. Siegel | | Mgmt | N/A | Withhold | N/A |
| | 10 | Elect Management Nominee Francis A. deSouza | | Mgmt | N/A | Withhold | N/A |
| | 11 | Elect Management Nominee Robert S. Epstein | | Mgmt | N/A | Withhold | N/A |
| | 12 | Elect Management Nominee John W. Thompson | | Mgmt | N/A | Withhold | N/A |
| | 13 | Ratification of Auditor | | Mgmt | N/A | For | N/A |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | N/A | Against | N/A |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 16 | Amendment to the 2015 Stock and Incentive Plan | | Mgmt | N/A | For | N/A |
|
|
|
| Imperial Brands Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IMB | CINS G4720C107 | | 02/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 2 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 3 | Approve Final Dividend | | Mgmt | For | For | For |
| | 4 | Re-elect Stefan Bomhard as Director | | Mgmt | For | For | For |
| | 5 | Re-elect Susan Clark as Director | | Mgmt | For | For | For |
| | 6 | Re-elect Ngozi Edozien as Director | | Mgmt | For | For | For |
| | 7 | Re-elect Therese Esperdy as Director | | Mgmt | For | For | For |
| | 8 | Re-elect Alan Johnson as Director | | Mgmt | For | For | For |
| | 9 | Re-elect Robert Kunze-Concewitz as Director | | Mgmt | For | For | For |
| | 10 | Re-elect Lukas Paravicini as Director | | Mgmt | For | For | For |
| | 11 | Re-elect Diane de Saint Victor as Director | | Mgmt | For | For | For |
| | 12 | Re-elect Jonathan Stanton as Director | | Mgmt | For | For | For |
| | 13 | Reappoint Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 15 | Approve Share Matching Scheme | | Mgmt | For | For | For |
| | 16 | Authorise UK Political Donations and Expenditure | | Mgmt | For | For | For |
| | 17 | Authorise Issue of Equity | | Mgmt | For | For | For |
| | 18 | Authorise Issue of Equity without Pre-emptive Rights | | Mgmt | For | For | For |
| | 19 | Authorise Market Purchase of Ordinary Shares | | Mgmt | For | For | For |
| | 20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | | Mgmt | For | Against | Against |
|
|
|
| Incyte Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INCY | CUSIP 45337C102 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Julian C. Baker | | Mgmt | For | Against | Against |
| | 2 | Elect Jean-Jacques Bienaime | | Mgmt | For | For | For |
| | 3 | Elect Otis W. Brawley | | Mgmt | For | For | For |
| | 4 | Elect Paul J. Clancy | | Mgmt | For | For | For |
| | 5 | Elect Jacqualyn A. Fouse | | Mgmt | For | For | For |
| | 6 | Elect Edmund P. Harrigan | | Mgmt | For | For | For |
| | 7 | Elect Katherine A. High | | Mgmt | For | For | For |
| | 8 | Elect Herve Hoppenot | | Mgmt | For | For | For |
| | 9 | Elect Susanne Schaffert | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Amendment to the 2010 Stock Incentive Plan | | Mgmt | For | Against | Against |
| | 13 | Amendment to the 1997 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Industria de Diseno Textil SA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ITX | CINS E6282J125 | | 07/12/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Spain | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Standalone Financial Statements and Discharge of Board | | Mgmt | For | For | For |
| | 2 | Approve Consolidated Financial Statements | | Mgmt | For | For | For |
| | 3 | Approve Non-Financial Information Statement | | Mgmt | For | For | For |
| | 4 | Approve Allocation of Income and Dividends | | Mgmt | For | For | For |
| | 5 | Appoint Ernst & Young as Auditor | | Mgmt | For | For | For |
| | 6 | Approve Novation of the Former Executive Chairman's Post-Contractual Non-Compete Agreement | | Mgmt | For | For | For |
| | 7 | Amend Remuneration Policy | | Mgmt | For | For | For |
| | 8 | Advisory Vote on Remuneration Report | | Mgmt | For | For | For |
| | 9 | Authorize Board to Ratify and Execute Approved Resolutions | | Mgmt | For | For | For |
| | 10 | Receive Amendments to Board of Directors Regulations | | Mgmt | N/A | N/A | N/A |
| | 11 | Ratify Appointment of and Elect Marta Ortega Perez as Director | | Mgmt | For | Against | Against |
| | 12 | Ratify Appointment of and Elect Oscar Garcia Maceiras as Director | | Mgmt | For | Against | Against |
| | 13 | Reelect Pilar Lopez Alvarez as Director | | Mgmt | For | Against | Against |
| | 14 | Reelect Rodrigo Echenique Gordillo as Director | | Mgmt | For | Against | Against |
|
|
|
| Informa Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INF | CINS G4770L106 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Andrew Mark Ransom | | Mgmt | For | For | For |
| | 2 | Elect John Rishton | | Mgmt | For | For | For |
| | 3 | Elect Stephen A. Carter | | Mgmt | For | For | For |
| | 4 | Elect Gareth Wright | | Mgmt | For | For | For |
| | 5 | Elect Mary T. McDowell | | Mgmt | For | For | For |
| | 6 | Elect Gill Whitehead | | Mgmt | For | For | For |
| | 7 | Elect Louise Smalley | | Mgmt | For | For | For |
| | 8 | Elect David J. S. Flaschen | | Mgmt | For | For | For |
| | 9 | Elect Joanne Wilson | | Mgmt | For | For | For |
| | 10 | Elect Zheng Yin | | Mgmt | For | For | For |
| | 11 | Elect Patrick Martell | | Mgmt | For | For | For |
| | 12 | Accounts and Reports | | Mgmt | For | For | For |
| | 13 | Remuneration Report | | Mgmt | For | For | For |
| | 14 | Final Dividend | | Mgmt | For | For | For |
| | 15 | Appointment of Auditor | | Mgmt | For | For | For |
| | 16 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 17 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| Intercontinental Exchange, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ICE | CUSIP 45866F104 | | 05/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sharon Y. Bowen | | Mgmt | For | For | For |
| | 2 | Elect Shantella E. Cooper | | Mgmt | For | For | For |
| | 3 | Elect Duriya M. Farooqui | | Mgmt | For | For | For |
| | 4 | Elect Lord Hague of Richmond | | Mgmt | For | For | For |
| | 5 | Elect Mark F. Mulhern | | Mgmt | For | For | For |
| | 6 | Elect Thomas E. Noonan | | Mgmt | For | For | For |
| | 7 | Elect Caroline L. Silver | | Mgmt | For | For | For |
| | 8 | Elect Jeffrey C. Sprecher | | Mgmt | For | For | For |
| | 9 | Elect Judith A. Sprieser | | Mgmt | For | For | For |
| | 10 | Elect Martha A. Tirinnanzi | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | | ShrHoldr | Against | Against | For |
|
|
|
| Intuit Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INTU | CUSIP 461202103 | | 01/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Eve Burton | | Mgmt | For | For | For |
| | 2 | Elect Director Scott D. Cook | | Mgmt | For | For | For |
| | 3 | Elect Director Richard L. Dalzell | | Mgmt | For | For | For |
| | 4 | Elect Director Sasan K. Goodarzi | | Mgmt | For | For | For |
| | 5 | Elect Director Deborah Liu | | Mgmt | For | For | For |
| | 6 | Elect Director Tekedra Mawakana | | Mgmt | For | For | For |
| | 7 | Elect Director Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 8 | Elect Director Thomas Szkutak | | Mgmt | For | For | For |
| | 9 | Elect Director Raul Vazquez | | Mgmt | For | For | For |
| | 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 11 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Investor AB | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INVEB | CINS W5R777115 | | 05/03/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Sweden | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 6 | Election of Presiding Chair | | Mgmt | For | TNA | N/A |
| | 7 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 8 | Agenda | | Mgmt | For | TNA | N/A |
| | 9 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 10 | Compliance with the Rules of Convocation | | Mgmt | For | TNA | N/A |
| | 11 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 12 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 13 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 14 | Remuneration Report | | Mgmt | For | TNA | N/A |
| | 15 | Ratification of Gunnar Brock | | Mgmt | For | TNA | N/A |
| | 16 | Ratification of Johan Forssell | | Mgmt | For | TNA | N/A |
| | 17 | Ratification of Magdalena Gerger | | Mgmt | For | TNA | N/A |
| | 18 | Ratification of Tom Johnstone | | Mgmt | For | TNA | N/A |
| | 19 | Ratification of Isabelle Kocher | | Mgmt | For | TNA | N/A |
| | 20 | Ratification of Sven Nyman | | Mgmt | For | TNA | N/A |
| | 21 | Ratification of Grace Reksten Skaugen | | Mgmt | For | TNA | N/A |
| | 22 | Ratification of Hans Straberg | | Mgmt | For | TNA | N/A |
| | 23 | Ratification of Jacob Wallenberg | | Mgmt | For | TNA | N/A |
| | 24 | Ratification of Marcus Wallenberg | | Mgmt | For | TNA | N/A |
| | 25 | Ratification of Sara Ohrvall | | Mgmt | For | TNA | N/A |
| | 26 | Allocation of Profits/Dividends | | Mgmt | For | TNA | N/A |
| | 27 | Board Size | | Mgmt | For | TNA | N/A |
| | 28 | Number of Auditors | | Mgmt | For | TNA | N/A |
| | 29 | Directors' Fees | | Mgmt | For | TNA | N/A |
| | 30 | Authority to Set Auditor's Fees | | Mgmt | For | TNA | N/A |
| | 31 | Elect Gunnar Brock | | Mgmt | For | TNA | N/A |
| | 32 | Elect Johan Forssell | | Mgmt | For | TNA | N/A |
| | 33 | Elect Magdalena Gerger | | Mgmt | For | TNA | N/A |
| | 34 | Elect Tom Johnstone | | Mgmt | For | TNA | N/A |
| | 35 | Elect Isabelle Kocher | | Mgmt | For | TNA | N/A |
| | 36 | Elect Sven Nyman | | Mgmt | For | TNA | N/A |
| | 37 | Elect Grace Reksten Skaugen | | Mgmt | For | TNA | N/A |
| | 38 | Elect Hans Straberg | | Mgmt | For | TNA | N/A |
| | 39 | Elect Jacob Wallenberg | | Mgmt | For | TNA | N/A |
| | 40 | Elect Marcus Wallenberg | | Mgmt | For | TNA | N/A |
| | 41 | Elect Sara Ohrvall | | Mgmt | For | TNA | N/A |
| | 42 | Elect Jacob Wallenberg as chair | | Mgmt | For | TNA | N/A |
| | 43 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 44 | Adoption of Share-Based Incentives (Investor Program) | | Mgmt | For | TNA | N/A |
| | 45 | Adoption of Share-Based Incentives (Patricia Industries Program) | | Mgmt | For | TNA | N/A |
| | 46 | Authority to Repurchase and Reissue Shares Pursuant to LTIP | | Mgmt | For | TNA | N/A |
| | 47 | Issuance of Treasury Shares Pursuant to LTIP | | Mgmt | For | TNA | N/A |
| | 48 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 49 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 50 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 51 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
|
|
|
| Ipsen | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IPN | CINS F5362H107 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 8 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 9 | Accounts and Reports | | Mgmt | For | For | For |
| | 10 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 11 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 12 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 13 | Appointment of Auditor (KPMG) | | Mgmt | For | For | For |
| | 14 | Elect Marc de Garidel | | Mgmt | For | Against | Against |
| | 15 | Elect Henri Beaufour | | Mgmt | For | Against | Against |
| | 16 | Elect Michele Ollier | | Mgmt | For | Against | Against |
| | 17 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 18 | 2023 Remuneration Policy (Chair) | | Mgmt | For | For | For |
| | 19 | 2023 Remuneration Policy (CEO and Other Executives) | | Mgmt | For | Against | Against |
| | 20 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 21 | 2022 Remuneration of Marc de Garidel, Chair | | Mgmt | For | For | For |
| | 22 | 2022 Remuneration of David Loew, CEO | | Mgmt | For | Against | Against |
| | 23 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 24 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 25 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | Against | Against |
| | 26 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 27 | Authority to Increase Capital in Case of Exchange Offers | | Mgmt | For | For | For |
| | 28 | Authority to Issue Shares and Convertible Debt Through Private Placement | | Mgmt | For | For | For |
| | 29 | Greenshoe | | Mgmt | For | For | For |
| | 30 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 31 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 32 | Authority to Grant Stock Options | | Mgmt | For | Against | Against |
| | 33 | Amendments to Articles Regarding Chair Age Limits | | Mgmt | For | For | For |
| | 34 | Amendments to Articles Regarding Board Meetings' Minutes | | Mgmt | For | For | For |
| | 35 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
|
|
|
| IQVIA Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IQV | ISIN US74876Y1010 | | 04/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Carol J. Burt | | Mgmt | For | For | For |
| | 2 | Elect Colleen A. Goggins | | Mgmt | For | For | For |
| | 3 | Elect Sheila A. Stamps | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 5 | Permit Shareholders to Call Special Meetings | | Mgmt | For | For | For |
| | 6 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
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| Israel Discount Bank Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DSCT | CINS 465074201 | | 02/28/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Special | Israel | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Compensation Policy for the Directors and Officers of the Company | | Mgmt | For | TNA | N/A |
| | 2 | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | | Mgmt | None | TNA | N/A |
| | 3 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | | Mgmt | None | TNA | N/A |
| | 4 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | | Mgmt | None | TNA | N/A |
| | 5 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | | Mgmt | None | TNA | N/A |
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| Israel Discount Bank Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DSCT | CINS 465074201 | | 08/02/2022 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Israel | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Discuss Financial Statements and the Report of the Board | | Mgmt | N/A | TNA | N/A |
| | 2 | Reappoint Ziv Haft & Co. and Somekh Chaikin as Joint Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | TNA | N/A |
| | 3 | Elect Danny Yamin as External Director | | Mgmt | For | TNA | N/A |
| | 4 | Elect Guy Richker as External Director | | Mgmt | For | TNA | N/A |
| | 5 | Approve Amended Compensation Policy for the Directors and Officers of the Company | | Mgmt | For | TNA | N/A |
| | 6 | Approve Update Employment Terms of Shaul Kobrinsky, Chairman and Amend Compensation Policy for the Directors and Officers of the Company Accordingly | | Mgmt | For | TNA | N/A |
| | 7 | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | | Mgmt | None | TNA | N/A |
| | 8 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | | Mgmt | None | TNA | N/A |
| | 9 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | | Mgmt | None | TNA | N/A |
| | 10 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | | Mgmt | None | TNA | N/A |
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| Itochu Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 8001 | CINS J2501P104 | | 06/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Masahiro Okafuji | | Mgmt | For | For | For |
| | 4 | Elect Keita Ishii | | Mgmt | For | For | For |
| | 5 | Elect Fumihiko Kobayashi | | Mgmt | For | For | For |
| | 6 | Elect Tsuyoshi Hachimura | | Mgmt | For | For | For |
| | 7 | Elect Hiroyuki Tsubai | | Mgmt | For | For | For |
| | 8 | Elect Hiroyuki Naka | | Mgmt | For | For | For |
| | 9 | Elect Masatoshi Kawana | | Mgmt | For | For | For |
| | 10 | Elect Makiko Nakamori | | Mgmt | For | For | For |
| | 11 | Elect Kunio Ishizuka | | Mgmt | For | For | For |
| | 12 | Elect Akiko Ito Akiko Noda | | Mgmt | For | For | For |
| | 13 | Elect Yoshiko Matoba | | Mgmt | For | For | For |
| | 14 | Elect Kentaro Uryu | | Mgmt | For | For | For |
| | 15 | Elect Tsutomu Fujita | | Mgmt | For | For | For |
| | 16 | Elect Kumi Kobayashi Kumi Nojiri | | Mgmt | For | For | For |
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| ITT Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ITT | CUSIP 45073V108 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Don DeFosset | | Mgmt | For | For | For |
| | 2 | Elect Nicholas C. Fanandakis | | Mgmt | For | For | For |
| | 3 | Elect Richard P. Lavin | | Mgmt | For | For | For |
| | 4 | Elect Rebecca A. McDonald | | Mgmt | For | For | For |
| | 5 | Elect Timothy H. Powers | | Mgmt | For | For | For |
| | 6 | Elect Luca Savi | | Mgmt | For | For | For |
| | 7 | Elect Cheryl L. Shavers | | Mgmt | For | For | For |
| | 8 | Elect Sabrina Soussan | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Approval of the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | | ShrHoldr | Against | Against | For |
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| JAPAN POST HOLDINGS Co., Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 6178 | CINS J2800D109 | | 06/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Elect Hiroya Masuda | | Mgmt | For | Against | Against |
| | 3 | Elect Atsushi Iizuka | | Mgmt | For | Against | Against |
| | 4 | Elect Norito Ikeda | | Mgmt | For | Against | Against |
| | 5 | Elect Tetsuya Senda | | Mgmt | For | Against | Against |
| | 6 | Elect Kunio Tanigaki | | Mgmt | For | Against | Against |
| | 7 | Elect Tsuyoshi Okamoto | | Mgmt | For | Against | Against |
| | 8 | Elect Miharu Koezuka | | Mgmt | For | Against | Against |
| | 9 | Elect Sakie Akiyama | | Mgmt | For | Against | Against |
| | 10 | Elect Makoto Kaiami | | Mgmt | For | Against | Against |
| | 11 | Elect Akira Satake | | Mgmt | For | Against | Against |
| | 12 | Elect Takako Suwa | | Mgmt | For | Against | Against |
| | 13 | Elect Yayoi Ito | | Mgmt | For | Against | Against |
| | 14 | Elect Hiroshi Oeda | | Mgmt | For | Against | Against |
| | 15 | Elect Miyoko Kimura Miyoko Sakekawa | | Mgmt | For | Against | Against |
| | 16 | Elect Kosei Shindo | | Mgmt | For | Against | Against |
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| Jardine Matheson Holdings Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JARJ | CINS G50736100 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Bermuda | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Final Dividend | | Mgmt | For | For | For |
| | 3 | Elect David HSU | | Mgmt | For | Against | Against |
| | 4 | Elect Adam P.C. Keswick | | Mgmt | For | Against | Against |
| | 5 | Elect Anthony Nightingale | | Mgmt | For | Against | Against |
| | 6 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 7 | Authority to Issue Shares w/ or w/o Preemptive Rights | | Mgmt | For | For | For |
| | 8 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| JD Sports Fashion plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JD | CINS G5144Y120 | | 06/27/2023 | | 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 | | Mgmt | For | For | For |
| | 3 | Final Dividend | | Mgmt | For | For | For |
| | 4 | Elect Regis Schultz | | Mgmt | For | For | For |
| | 5 | Elect Neil Greenhalgh | | Mgmt | For | For | For |
| | 6 | Elect Andrew Long | | Mgmt | For | For | For |
| | 7 | Elect Kath Smith | | Mgmt | For | For | For |
| | 8 | Elect Bert Hoyt | | Mgmt | For | For | For |
| | 9 | Elect Helen Ashton | | Mgmt | For | For | For |
| | 10 | Elect Mahbobeh Sabetnia | | Mgmt | For | For | For |
| | 11 | Elect Suzanne Williams | | Mgmt | For | For | For |
| | 12 | Elect Andrew Higginson | | Mgmt | For | For | For |
| | 13 | Elect Ian Dyson | | Mgmt | For | For | For |
| | 14 | Elect Angela Luger | | Mgmt | For | For | For |
| | 15 | Elect Darren Shapland | | Mgmt | For | For | For |
| | 16 | Appointment of Auditor | | Mgmt | For | For | For |
| | 17 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 18 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 22 | Authority to Repurchase Shares | | Mgmt | For | For | For |
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| JD Sports Fashion Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JD | CINS G5144Y120 | | 07/22/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 2 | Approve Remuneration Report | | Mgmt | For | Against | Against |
| | 3 | Approve Final Dividend | | Mgmt | For | For | For |
| | 4 | Re-elect Neil Greenhalgh as Director | | Mgmt | For | For | For |
| | 5 | Re-elect Andrew Long as Director | | Mgmt | For | For | For |
| | 6 | Re-elect Kath Smith as Director | | Mgmt | For | For | For |
| | 7 | Elect Bert Hoyt as Director | | Mgmt | For | For | For |
| | 8 | Elect Helen Ashton as Director | | Mgmt | For | For | For |
| | 9 | Elect Mahbobeh Sabetnia as Director | | Mgmt | For | For | For |
| | 10 | Elect Suzi Williams as Director | | Mgmt | For | For | For |
| | 11 | Reappoint KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Authorise the Audit Committee to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 13 | Authorise UK Political Donations and Expenditure | | Mgmt | For | For | For |
| | 14 | Authorise Issue of Equity | | Mgmt | For | For | For |
| | 15 | Authorise Issue of Equity without Pre-emptive Rights | | Mgmt | For | For | For |
| | 16 | Authorise the Company to Call General Meeting with Two Weeks' Notice | | Mgmt | For | Against | Against |
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| JD Sports Fashion Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JD | CINS G5144Y120 | | 12/13/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Remuneration Policy | | Mgmt | For | For | For |
| | 2 | Approve Long Term Incentive Plan | | Mgmt | For | For | For |
| | 3 | Approve Deferred Bonus Plan | | Mgmt | For | For | For |
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| Jefferies Financial Group Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JEF | CUSIP 47233W109 | | 06/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Amendment to to Authorize a New Class of Non-Voting Common Stock | | Mgmt | For | Against | Against |
| | 2 | Right to Adjourn Meeting | | Mgmt | For | For | For |
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| Johnson & Johnson | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JNJ | CUSIP 478160104 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Darius Adamczyk | | Mgmt | For | For | For |
| | 2 | Elect Mary C. Beckerle | | Mgmt | For | For | For |
| | 3 | Elect D. Scott Davis | | Mgmt | For | For | For |
| | 4 | Elect Jennifer A. Doudna | | Mgmt | For | For | For |
| | 5 | Elect Joaquin Duato | | Mgmt | For | For | For |
| | 6 | Elect Marillyn A. Hewson | | Mgmt | For | For | For |
| | 7 | Elect Paula A. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Hubert Joly | | Mgmt | For | For | For |
| | 9 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 10 | Elect Anne Mulcahy | | Mgmt | For | For | For |
| | 11 | Elect Mark A. Weinberger | | Mgmt | For | For | For |
| | 12 | Elect Nadja Y. West | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Adoption of Mandatory Arbitration Bylaw | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
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| Johnson Controls International Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JCI | CINS G51502105 | | 03/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jean Blackwell | | Mgmt | For | For | For |
| | 2 | Elect Director Pierre Cohade | | Mgmt | For | For | For |
| | 3 | Elect Director Michael E. Daniels | | Mgmt | For | For | For |
| | 4 | Elect Director W. Roy Dunbar | | Mgmt | For | For | For |
| | 5 | Elect Director Gretchen R. Haggerty | | Mgmt | For | For | For |
| | 6 | Elect Director Ayesha Khanna | | Mgmt | For | For | For |
| | 7 | Elect Director Simone Menne | | Mgmt | For | For | For |
| | 8 | Elect Director George R. Oliver | | Mgmt | For | For | For |
| | 9 | Elect Director Jurgen Tinggren | | Mgmt | For | For | For |
| | 10 | Elect Director Mark Vergnano | | Mgmt | For | For | For |
| | 11 | Elect Director John D. Young | | Mgmt | For | For | For |
| | 12 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Authorize Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 14 | Authorize Market Purchases of Company Shares | | Mgmt | For | For | For |
| | 15 | Determine Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 16 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Approve the Directors' Authority to Allot Shares | | Mgmt | For | For | For |
| | 19 | Approve the Disapplication of Statutory Pre-Emption Rights | | Mgmt | For | For | For |
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| Jones Lang LaSalle Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JLL | CUSIP 48020Q107 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Hugo Bague | | Mgmt | For | For | For |
| | 2 | Elect Matthew Carter, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Tina Ju | | Mgmt | For | For | For |
| | 4 | Elect Bridget Macaskill | | Mgmt | For | For | For |
| | 5 | Elect Deborah H. McAneny | | Mgmt | For | For | For |
| | 6 | Elect Siddharth N. Mehta | | Mgmt | For | For | For |
| | 7 | Elect Moses Ojeisekhoba | | Mgmt | For | For | For |
| | 8 | Elect Jeetendra I. Patel | | Mgmt | For | For | For |
| | 9 | Elect Ann Marie Petach | | Mgmt | For | For | For |
| | 10 | Elect Larry Quinlan | | Mgmt | For | For | For |
| | 11 | Elect Efrain Rivera | | Mgmt | For | For | For |
| | 12 | Elect Christian Ulbrich | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the 2019 Stock Award and Incentive Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
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| JPMorgan Chase & Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JPM | CUSIP 46625H100 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Linda B. Bammann | | Mgmt | For | For | For |
| | 2 | Elect Stephen B. Burke | | Mgmt | For | For | For |
| | 3 | Elect Todd A. Combs | | Mgmt | For | For | For |
| | 4 | Elect James S. Crown | | Mgmt | For | For | For |
| | 5 | Elect Alicia Boler Davis | | Mgmt | For | For | For |
| | 6 | Elect James Dimon | | Mgmt | For | For | For |
| | 7 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 8 | Elect Alex Gorsky | | Mgmt | For | For | For |
| | 9 | Elect Mellody Hobson | | Mgmt | For | For | For |
| | 10 | Elect Michael A. Neal | | Mgmt | For | For | For |
| | 11 | Elect Phebe N. Novakovic | | Mgmt | For | For | For |
| | 12 | Elect Virginia M. Rometty | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Revision of Committee Charter to Include Oversight of Animal Welfare | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Right to Call Special Meetings by Beneficial Owners | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | | ShrHoldr | Against | Against | For |
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| Julius Baer Group Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAER | CINS H4414N103 | | 04/13/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Switzerland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 3 | Compensation Report | | Mgmt | For | TNA | N/A |
| | 4 | Allocation of Dividends | | Mgmt | For | TNA | N/A |
| | 5 | Ratification of Board and Management Acts | | Mgmt | For | TNA | N/A |
| | 6 | Board Compensation | | Mgmt | For | TNA | N/A |
| | 7 | Executive Compensation (Cash-Based Variable) | | Mgmt | For | TNA | N/A |
| | 8 | Executive Compensation (Share-Based Variable) | | Mgmt | For | TNA | N/A |
| | 9 | Executive Compensation (Fixed) | | Mgmt | For | TNA | N/A |
| | 10 | Elect Romeo Lacher | | Mgmt | For | TNA | N/A |
| | 11 | Elect Gilbert Achermann | | Mgmt | For | TNA | N/A |
| | 12 | Elect Richard Campbell-Breeden | | Mgmt | For | TNA | N/A |
| | 13 | Elect David R. Nicol | | Mgmt | For | TNA | N/A |
| | 14 | Elect Kathryn Shih | | Mgmt | For | TNA | N/A |
| | 15 | Elect Tomas Varela Muina | | Mgmt | For | TNA | N/A |
| | 16 | Elect Eunice Zehnder-Lai | | Mgmt | For | TNA | N/A |
| | 17 | Elect Olga Zoutendijk | | Mgmt | For | TNA | N/A |
| | 18 | Elect Juerg Hunziker | | Mgmt | For | TNA | N/A |
| | 19 | Appoint Romeo Lacher as Board Chair | | Mgmt | For | TNA | N/A |
| | 20 | Elect Gilbert Achermann as Nomination and Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 21 | Elect Richard Campbell-Breeden as Nomination and Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 22 | Elect Kathryn Shih as Nomination and Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 23 | Elect Eunice Zehnder-Lai as Nomination and Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 24 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 25 | Appointment of Independent Proxy | | Mgmt | For | TNA | N/A |
| | 26 | Cancellation of Shares and Reduction in Share Capital | | Mgmt | For | TNA | N/A |
| | 27 | Amendments to Articles (Shares and Share Register) | | Mgmt | For | TNA | N/A |
| | 28 | Amendments to Articles (Share Transfer) | | Mgmt | For | TNA | N/A |
| | 29 | Amendments to Articles (General Meeting) | | Mgmt | For | TNA | N/A |
| | 30 | Amendments to Articles (Virtual Meeting) | | Mgmt | For | TNA | N/A |
| | 31 | Amendments to Articles (Board and Compensation) | | Mgmt | For | TNA | N/A |
| | 32 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
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| KDDI CORPORATION | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 9433 | CINS J31843105 | | 06/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Amendments to Articles | | Mgmt | For | For | For |
| | 4 | Elect Takashi Tanaka | | Mgmt | For | For | For |
| | 5 | Elect Makoto Takahashi | | Mgmt | For | For | For |
| | 6 | Elect Toshitake Amamiya | | Mgmt | For | For | For |
| | 7 | Elect Kazuyuki Yoshimura | | Mgmt | For | For | For |
| | 8 | Elect Yasuaki Kuwahara | | Mgmt | For | For | For |
| | 9 | Elect Hiromichi Matsuda | | Mgmt | For | For | For |
| | 10 | Elect Goro Yamaguchi | | Mgmt | For | For | For |
| | 11 | Elect Keiji Yamamoto | | Mgmt | For | For | For |
| | 12 | Elect Shigeki Goto | | Mgmt | For | For | For |
| | 13 | Elect Tsutomu Tannowa | | Mgmt | For | For | For |
| | 14 | Elect Junko Okawa | | Mgmt | For | For | For |
| | 15 | Elect Kyoko Okumiya | | Mgmt | For | For | For |
|
|
|
| Kesko Oyj | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KESKOB | CINS X44874109 | | 03/30/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Finland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 8 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 9 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 10 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 11 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 12 | Accounts and Reports | | Mgmt | For | For | For |
| | 13 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 14 | Ratification of Board and Management Acts | | Mgmt | For | For | For |
| | 15 | Remuneration Report | | Mgmt | For | For | For |
| | 16 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 17 | Directors' Fees | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Appointment of Auditor | | Mgmt | For | For | For |
| | 20 | Amendments to Articles | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares w/ or w/o Preemptive Rights | | Mgmt | For | For | For |
| | 23 | Charitable Donations | | Mgmt | For | For | For |
| | 24 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 25 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Keurig Dr Pepper Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KDP | CUSIP 49271V100 | | 06/12/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert J. Gamgort | | Mgmt | For | For | For |
| | 2 | Elect Oray Boston | | Mgmt | For | For | For |
| | 3 | Elect Olivier Goudet | | Mgmt | For | For | For |
| | 4 | Elect Peter Harf | | Mgmt | For | For | For |
| | 5 | Elect Juliette Hickman | | Mgmt | For | For | For |
| | 6 | Elect Paul S. Michaels | | Mgmt | For | For | For |
| | 7 | Elect Pamela H. Patsley | | Mgmt | For | For | For |
| | 8 | Elect Lubomira Rochet | | Mgmt | For | For | For |
| | 9 | Elect Debra A. Sandler | | Mgmt | For | For | For |
| | 10 | Elect Robert S. Singer | | Mgmt | For | For | For |
| | 11 | Elect Larry D. Young | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Keysight Technologies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KEYS | CUSIP 49338L103 | | 03/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director Satish C. Dhanasekaran | | Mgmt | For | For | For |
| | 1.2 | Elect Director Richard P. Hamada | | Mgmt | For | For | For |
| | 1.3 | Elect Director Paul A. Lacouture | | Mgmt | For | For | For |
| | 1.4 | Elect Director Kevin A. Stephens | | Mgmt | For | For | For |
| | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 4 | Declassify the Board of Directors | | Mgmt | For | For | For |
|
|
|
| KLA Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KLAC | CINS 482480100 | | 11/02/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Richard Wallace | | Mgmt | For | For | For |
| | 2 | Elect Director Robert Calderoni | | Mgmt | For | For | For |
| | 3 | Elect Director Jeneanne Hanley | | Mgmt | For | For | For |
| | 4 | Elect Director Emiko Higashi | | Mgmt | For | For | For |
| | 5 | Elect Director Kevin Kennedy | | Mgmt | For | For | For |
| | 6 | Elect Director Gary Moore | | Mgmt | For | For | For |
| | 7 | Elect Director Marie Myers | | Mgmt | For | For | For |
| | 8 | Elect Director Kiran Patel | | Mgmt | For | For | For |
| | 9 | Elect Director Victor Peng | | Mgmt | For | For | For |
| | 10 | Elect Director Robert Rango | | Mgmt | For | For | For |
| | 11 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 13 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | | ShrHoldr | Against | Against | For |
|
|
|
| Kongsberg Gruppen ASA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KOG | CINS R60837102 | | 05/11/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Norway | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 6 | Agenda | | Mgmt | For | TNA | N/A |
| | 7 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 8 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 9 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 10 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 11 | Allocation of Profits/Dividends | | Mgmt | For | TNA | N/A |
| | 12 | Directors' Fees | | Mgmt | For | TNA | N/A |
| | 13 | Authority to Set Auditor's Fees | | Mgmt | For | TNA | N/A |
| | 14 | Remuneration Report | | Mgmt | For | TNA | N/A |
| | 15 | Elect Eivind K. Reiten | | Mgmt | For | TNA | N/A |
| | 16 | Elect Morten Henriksen | | Mgmt | For | TNA | N/A |
| | 17 | Elect Per Arthur Sorlie | | Mgmt | For | TNA | N/A |
| | 18 | Elect Merete Hverven | | Mgmt | For | TNA | N/A |
| | 19 | Elect Kristin Faerovik | | Mgmt | For | TNA | N/A |
| | 20 | Authority to Repurchase Shares Pursuant to incentive Programs | | Mgmt | For | TNA | N/A |
| | 21 | Cancellation of Shares | | Mgmt | For | TNA | N/A |
| | 22 | Amendments to Articles (Registration for the general meeting) | | Mgmt | For | TNA | N/A |
| | 23 | Amendments to Articles (Advance voting) | | Mgmt | For | TNA | N/A |
| | 24 | Shareholder Proposal Regarding Amendments to Articles (Physical or Hybrid meetings) | | ShrHoldr | Against | TNA | N/A |
| | 25 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 26 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 27 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
|
|
|
| Koninklijke Ahold Delhaize N.V. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AD | CINS N0074E105 | | 04/12/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Accounts and Reports | | Mgmt | For | For | For |
| | 7 | Allocation of Dividends | | Mgmt | For | For | For |
| | 8 | Remuneration Report | | Mgmt | For | For | For |
| | 9 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 10 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 11 | Elect Peter Agnefjall to the Supervisory Board | | Mgmt | For | For | For |
| | 12 | Elect Bill McEwan to the Supervisory Board | | Mgmt | For | For | For |
| | 13 | Elect Katherine C. Doyle to the Supervisory Board | | Mgmt | For | For | For |
| | 14 | Elect Julia Vander Ploeg to the Supervisory Board | | Mgmt | For | For | For |
| | 15 | Elect Frans Muller to the Management Board | | Mgmt | For | For | For |
| | 16 | Elect JJ Fleeman to the Management Board | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 19 | Authority to Suppress Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 21 | Cancellation Of Shares | | Mgmt | For | For | For |
| | 22 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 23 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| La Francaise Des Jeux S.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FDJ | CINS F55896108 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Accounts and Reports; Non Tax-Deductible Expenses | | Mgmt | For | For | For |
| | 8 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 10 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 11 | Elect Fabienne Dulac | | Mgmt | For | Against | Against |
| | 12 | Elect Francoise Gri | | Mgmt | For | Against | Against |
| | 13 | Elect Corinne Lejbowicz | | Mgmt | For | Against | Against |
| | 14 | Elect Philippe Lazare | | Mgmt | For | Against | Against |
| | 15 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 16 | 2022 Remuneration of Stephane Pallez, Chair and CEO | | Mgmt | For | For | For |
| | 17 | 2022 Remuneration of Charles Lantieri, Deputy CEO | | Mgmt | For | For | For |
| | 18 | 2023 Remuneration Policy (Corporate Officers) | | Mgmt | For | For | For |
| | 19 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares and Convertible Debt Through Private Placement (Qualified Investors) | | Mgmt | For | For | For |
| | 23 | Authority to Set Offering Price of Shares | | Mgmt | For | For | For |
| | 24 | Greenshoe | | Mgmt | For | For | For |
| | 25 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 26 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 27 | Authority to Increase Capital in Case of Exchange Offers | | Mgmt | For | For | For |
| | 28 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 29 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 30 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 31 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 32 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Lam Research Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LRCX | CINS 512807108 | | 11/08/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Elect Director Sohail U. Ahmed | | Mgmt | For | For | For |
| | 4 | Elect Director Timothy M. Archer | | Mgmt | For | For | For |
| | 5 | Elect Director Eric K. Brandt | | Mgmt | For | For | For |
| | 6 | Elect Director Michael R. Cannon | | Mgmt | For | For | For |
| | 7 | Elect Director Bethany J. Mayer | | Mgmt | For | For | For |
| | 8 | Elect Director Jyoti K. Mehra | | Mgmt | For | For | For |
| | 9 | Elect Director Abhijit Y. Talwalkar | | Mgmt | For | For | For |
| | 10 | Elect Director Lih Shyng (Rick L.) Tsai | | Mgmt | For | For | For |
| | 11 | Elect Director Leslie F. Varon | | Mgmt | For | For | For |
|
|
|
| Lattice Semiconductor Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LSCC | CUSIP 518415104 | | 05/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James R. Anderson | | Mgmt | For | For | For |
| | 2 | Elect Robin A. Abrams | | Mgmt | For | For | For |
| | 3 | Elect Douglas Bettinger | | Mgmt | For | For | For |
| | 4 | Elect Mark E. Jensen | | Mgmt | For | For | For |
| | 5 | Elect James P. Lederer | | Mgmt | For | For | For |
| | 6 | Elect David Jeffrey Richardson | | Mgmt | For | For | For |
| | 7 | Elect Elizabeth M. Schwarting | | Mgmt | For | For | For |
| | 8 | Elect Raejeanne Skillern | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
|
|
|
| Legrand SA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LR | CINS F56196185 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 8 | Accounts and Reports; Non Tax-Deductible Expenses | | Mgmt | For | For | For |
| | 9 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 10 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 11 | Appointment of Auditor (Mazars) | | Mgmt | For | For | For |
| | 12 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 13 | 2022 Remuneration of Angeles Garcia-Poveda, Chair | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration of Benoit Coquart, CEO | | Mgmt | For | For | For |
| | 15 | 2023 Remuneration Policy (Chair) | | Mgmt | For | For | For |
| | 16 | 2023 Remuneration Policy (CEO) | | Mgmt | For | For | For |
| | 17 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 18 | Elect Isabelle Boccon-Gibod | | Mgmt | For | For | For |
| | 19 | Elect Benoit Coquart | | Mgmt | For | For | For |
| | 20 | Elect Angeles Garcia-Poveda | | Mgmt | For | For | For |
| | 21 | Elect Michel Landel | | Mgmt | For | For | For |
| | 22 | Elect Valerie Chort | | Mgmt | For | For | For |
| | 23 | Elect Clare Scherrer | | Mgmt | For | For | For |
| | 24 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 25 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 26 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 27 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 28 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Leidos Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LDOS | CUSIP 525327102 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas A. Bell | | Mgmt | For | For | For |
| | 2 | Elect Gregory R. Dahlberg | | Mgmt | For | For | For |
| | 3 | Elect David G. Fubini | | Mgmt | For | For | For |
| | 4 | Elect Noel B. Geer | | Mgmt | For | For | For |
| | 5 | Elect Miriam E. John | | Mgmt | For | For | For |
| | 6 | Elect Robert C. Kovarik, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Harry M. Jansen Kraemer, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Gary S. May | | Mgmt | For | For | For |
| | 9 | Elect Surya N. Mohapatra | | Mgmt | For | For | For |
| | 10 | Elect Patrick M. Shanahan | | Mgmt | For | For | For |
| | 11 | Elect Robert S. Shapard | | Mgmt | For | For | For |
| | 12 | Elect Susan M. Stalnecker | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Liberty Media Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FWONA | CUSIP 531229409 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Derek Chang | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Evan D. Malone | | Mgmt | For | For | For |
| | 1.3 | Elect Larry E. Romrell | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Life Storage, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LSI | CUSIP 53223X107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mark G. Barberio | | Mgmt | For | For | For |
| | 2 | Elect Joseph V. Saffire | | Mgmt | For | For | For |
| | 3 | Elect Stephen R. Rusmisel | | Mgmt | For | For | For |
| | 4 | Elect Arthur L. Havener, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Dana Hamilton | | Mgmt | For | For | For |
| | 6 | Elect Edward J. Pettinella | | Mgmt | For | For | For |
| | 7 | Elect David L. Rogers | | Mgmt | For | For | For |
| | 8 | Elect Susan S. Harnett | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| LKQ Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LKQ | CUSIP 501889208 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Patrick Berard | | Mgmt | For | For | For |
| | 2 | Elect Meg A. Divitto | | Mgmt | For | For | For |
| | 3 | Elect Joseph M. Holsten | | Mgmt | For | For | For |
| | 4 | Elect Blythe J. McGarvie | | Mgmt | For | For | For |
| | 5 | Elect John W. Mendel | | Mgmt | For | For | For |
| | 6 | Elect Jody G. Miller | | Mgmt | For | For | For |
| | 7 | Elect Guhan Subramanian | | Mgmt | For | For | For |
| | 8 | Elect Xavier Urbain | | Mgmt | For | For | For |
| | 9 | Elect Dominick P. Zarcone | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Lloyds Banking Group plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LLOY | CINS G5533W248 | | 05/18/2023 | | 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 | Elect Cathy Turner | | Mgmt | For | For | For |
| | 3 | Elect Scott Wheway | | Mgmt | For | For | For |
| | 4 | Elect Robin F Budenberg | | Mgmt | For | For | For |
| | 5 | Elect Charles Alan Nunn | | Mgmt | For | For | For |
| | 6 | Elect William Chalmers | | Mgmt | For | For | For |
| | 7 | Elect Alan Dickinson | | Mgmt | For | For | For |
| | 8 | Elect Sarah C. Legg | | Mgmt | For | For | For |
| | 9 | Elect Lord Lupton | | Mgmt | For | For | For |
| | 10 | Elect Amanda Mackenzie | | Mgmt | For | For | For |
| | 11 | Elect Harmeen Mehta | | Mgmt | For | For | For |
| | 12 | Elect Catherine Woods | | Mgmt | For | For | For |
| | 13 | Remuneration Policy | | Mgmt | For | For | For |
| | 14 | Remuneration Report | | Mgmt | For | For | For |
| | 15 | Final Dividend | | Mgmt | For | For | For |
| | 16 | Appointment of Auditor | | Mgmt | For | For | For |
| | 17 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 18 | Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 19 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 23 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 24 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 25 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 26 | Authority to Repurchase Preference Shares | | Mgmt | For | For | For |
| | 27 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 28 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Lockheed Martin Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LMT | CUSIP 539830109 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Daniel F. Akerson | | Mgmt | For | For | For |
| | 2 | Elect David B. Burritt | | Mgmt | For | For | For |
| | 3 | Elect Bruce A. Carlson | | Mgmt | For | For | For |
| | 4 | Elect John Donovan | | Mgmt | For | For | For |
| | 5 | Elect Joseph Dunford Jr. | | Mgmt | For | For | For |
| | 6 | Elect James O. Ellis, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Thomas J. Falk | | Mgmt | For | For | For |
| | 8 | Elect Ilene S. Gordon | | Mgmt | For | For | For |
| | 9 | Elect Vicki A. Hollub | | Mgmt | For | For | For |
| | 10 | Elect Jeh C. Johnson | | Mgmt | For | For | For |
| | 11 | Elect Debra L. Reed-Klages | | Mgmt | For | For | For |
| | 12 | Elect James D. Taiclet | | Mgmt | For | For | For |
| | 13 | Elect Patricia E. Yarrington | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Report on Human Rights Impact Assessments | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | | ShrHoldr | Against | For | Against |
|
|
|
| L'Oreal S.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OR | CINS F58149133 | | 04/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Accounts and Reports | | Mgmt | For | For | For |
| | 7 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 8 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 9 | Elect Sophie Bellon | | Mgmt | For | Against | Against |
| | 10 | Elect Fabienne Dulac | | Mgmt | For | Against | Against |
| | 11 | 2023 Directors' Fees | | Mgmt | For | For | For |
| | 12 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 13 | 2022 Remuneration of Jean-Paul Agon, Chair | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration of Nicolas Hieronimus, CEO | | Mgmt | For | For | For |
| | 15 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 16 | 2023 Remuneration Policy (Chair) | | Mgmt | For | For | For |
| | 17 | 2023 Remuneration Policy (CEO) | | Mgmt | For | For | For |
| | 18 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 21 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 22 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 23 | Stock Purchase Plan for Overseas Employees | | Mgmt | For | For | For |
| | 24 | Internal Spin-off (Affaires Marche France, Domaines dExcellence and Luxury of Retail) | | Mgmt | For | For | For |
| | 25 | Internal Spin-off (LOreal International Distribution) | | Mgmt | For | For | For |
| | 26 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 27 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 28 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 29 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 30 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Lowe's Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LOW | CUSIP 548661107 | | 05/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Raul Alvarez | | Mgmt | For | For | For |
| | 1.2 | Elect David H. Batchelder | | Mgmt | For | For | For |
| | 1.3 | Elect Scott H. Baxter | | Mgmt | For | For | For |
| | 1.4 | Elect Sandra B. Cochran | | Mgmt | For | For | For |
| | 1.5 | Elect Laurie Z. Douglas | | Mgmt | For | For | For |
| | 1.6 | Elect Richard W. Dreiling | | Mgmt | For | For | For |
| | 1.7 | Elect Marvin R. Ellison | | Mgmt | For | For | For |
| | 1.8 | Elect Daniel J. Heinrich | | Mgmt | For | For | For |
| | 1.9 | Elect Brian C. Rogers | | Mgmt | For | For | For |
| | 1.10 | Elect Bertram L. Scott | | Mgmt | For | For | For |
| | 1.11 | Elect Colleen Taylor | | Mgmt | For | For | For |
| | 1.12 | Elect Mary Elizabeth West | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Lvmh Moet Hennessy Vuitton SE | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MC | CINS F58485115 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 8 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 9 | Accounts and Reports | | Mgmt | For | For | For |
| | 10 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 11 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 12 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 13 | Elect Delphine Arnault | | Mgmt | For | For | For |
| | 14 | Elect Antonio Belloni | | Mgmt | For | For | For |
| | 15 | Elect Marie-Josee Kravis | | Mgmt | For | For | For |
| | 16 | Elect Marie-Laure Sauty de Chalon | | Mgmt | For | For | For |
| | 17 | Elect Natacha Valla | | Mgmt | For | For | For |
| | 18 | Elect Laurent Mignon | | Mgmt | For | Against | Against |
| | 19 | Elect Lord Powell of Bayswater as Censor | | Mgmt | For | Against | Against |
| | 20 | Elect Diego Della Valle as Censor | | Mgmt | For | Against | Against |
| | 21 | 2022 Remuneration Report | | Mgmt | For | Against | Against |
| | 22 | 2022 Remuneration of Bernard Arnault, Chair and CEO | | Mgmt | For | Against | Against |
| | 23 | 2022 Remuneration of Antonio Belloni, Deputy CEO | | Mgmt | For | Against | Against |
| | 24 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 25 | 2023 Remuneration Policy (Chair and CEO) | | Mgmt | For | Against | Against |
| | 26 | 2023 Remuneration Policy (Deputy CEO) | | Mgmt | For | Against | Against |
| | 27 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 28 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 29 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 30 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 31 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 32 | Authority to Issue Shares and Convertible Debt Through Private Placement (Qualified Investors) | | Mgmt | For | For | For |
| | 33 | Greenshoe | | Mgmt | For | For | For |
| | 34 | Authority to Increase Capital in Case of Exchange Offers | | Mgmt | For | For | For |
| | 35 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 36 | Authority to Grant Stock Options | | Mgmt | For | For | For |
| | 37 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 38 | Global Ceiling on Capital Increases and Debt Issuances | | Mgmt | For | For | For |
|
|
|
| Macy's, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | M | CUSIP 55616P104 | | 05/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Emilie Arel | | Mgmt | For | For | For |
| | 2 | Elect Francis S. Blake | | Mgmt | For | For | For |
| | 3 | Elect Torrence Boone | | Mgmt | For | For | For |
| | 4 | Elect Ashley Buchanan | | Mgmt | For | For | For |
| | 5 | Elect Marie A. Chandoha | | Mgmt | For | For | For |
| | 6 | Elect Naveen K. Chopra | | Mgmt | For | For | For |
| | 7 | Elect Deirdre P. Connelly | | Mgmt | For | For | For |
| | 8 | Elect Jeff Gennette | | Mgmt | For | For | For |
| | 9 | Elect Jill Granoff | | Mgmt | For | For | For |
| | 10 | Elect William H. Lenehan | | Mgmt | For | For | For |
| | 11 | Elect Sara L. Levinson | | Mgmt | For | For | For |
| | 12 | Elect Antony Spring | | Mgmt | For | For | For |
| | 13 | Elect Paul C. Varga | | Mgmt | For | For | For |
| | 14 | Elect Tracey Zhen | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Manhattan Associates, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MANH | CUSIP 562750109 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Eddie Capel | | Mgmt | For | For | For |
| | 2 | Elect Charles E. Moran | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| ManpowerGroup Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MAN | CUSIP 56418H100 | | 05/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jean-Philippe Courtois | | Mgmt | For | For | For |
| | 2 | Elect William A. Downe | | Mgmt | For | For | For |
| | 3 | Elect John F. Ferraro | | Mgmt | For | For | For |
| | 4 | Elect William P. Gipson | | Mgmt | For | For | For |
| | 5 | Elect Patricia Hemingway Hall | | Mgmt | For | For | For |
| | 6 | Elect Julie M. Howard | | Mgmt | For | For | For |
| | 7 | Elect Ulice Payne, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Muriel Penicaud | | Mgmt | For | For | For |
| | 9 | Elect Jonas Prising | | Mgmt | For | For | For |
| | 10 | Elect Paul Read | | Mgmt | For | For | For |
| | 11 | Elect Elizabeth P. Sartain | | Mgmt | For | For | For |
| | 12 | Elect Michael J. Van Handel | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | 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 |
|
|
|
| Marathon Oil Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MRO | CUSIP 565849106 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Chadwick C. Deaton | | Mgmt | For | For | For |
| | 2 | Elect Marcela E. Donadio | | Mgmt | For | For | For |
| | 3 | Elect M. Elise Hyland | | Mgmt | For | For | For |
| | 4 | Elect Holli C. Ladhani | | Mgmt | For | For | For |
| | 5 | Elect Mark A. McCollum | | Mgmt | For | For | For |
| | 6 | Elect Brent J. Smolik | | Mgmt | For | For | For |
| | 7 | Elect Lee M. Tillman | | Mgmt | For | For | For |
| | 8 | Elect Shawn D. Williams | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Marathon Petroleum Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MPC | CUSIP 56585A102 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect J. Michael Stice | | Mgmt | For | Against | Against |
| | 2 | Elect John P. Surma | | Mgmt | For | For | For |
| | 3 | Elect Susan Tomasky | | Mgmt | For | For | For |
| | 4 | Elect Toni Townes-Whitley | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 8 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 9 | Change in Maximum Board Size | | Mgmt | For | For | For |
| | 10 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 11 | Shareholder Proposal Regarding Amendment to Clawback Policy | | ShrHoldr | Against | For | Against |
| | 12 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | | ShrHoldr | Against | For | Against |
|
|
|
| Marriott International, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MAR | CUSIP 571903202 | | 05/12/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Anthony G. Capuano | | Mgmt | For | For | For |
| | 2 | Elect Isabella D. Goren | | Mgmt | For | For | For |
| | 3 | Elect Deborah Marriott Harrison | | Mgmt | For | For | For |
| | 4 | Elect Frederick A. Henderson | | Mgmt | For | For | For |
| | 5 | Elect Eric Hippeau | | Mgmt | For | For | For |
| | 6 | Elect Lauren R. Hobart | | Mgmt | For | For | For |
| | 7 | Elect Debra L. Lee | | Mgmt | For | For | For |
| | 8 | Elect Aylwin B. Lewis | | Mgmt | For | For | For |
| | 9 | Elect David S. Marriott | | Mgmt | For | For | For |
| | 10 | Elect Margaret M. McCarthy | | Mgmt | For | For | For |
| | 11 | Elect Grant F. Reid | | Mgmt | For | For | For |
| | 12 | Elect Horacio D. Rozanski | | Mgmt | For | For | For |
| | 13 | Elect Susan C. Schwab | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Approval of the 2023 Stock and Cash Incentive Plan | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Transparency Report on Congruency of Partnerships with Globalist Organizations | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| Marsh & McLennan Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MMC | CUSIP 571748102 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Anthony K. Anderson | | Mgmt | For | For | For |
| | 2 | Elect John Q. Doyle | | Mgmt | For | For | For |
| | 3 | Elect Hafize Gaye Erkan | | Mgmt | For | For | For |
| | 4 | Elect Oscar Fanjul Martin | | Mgmt | For | For | For |
| | 5 | Elect H. Edward Hanway | | Mgmt | For | For | For |
| | 6 | Elect Judith Hartmann | | Mgmt | For | For | For |
| | 7 | Elect Deborah C. Hopkins | | Mgmt | For | For | For |
| | 8 | Elect Tamara Ingram | | Mgmt | For | For | For |
| | 9 | Elect Jane H. Lute | | Mgmt | For | For | For |
| | 10 | Elect Steven A. Mills | | Mgmt | For | For | For |
| | 11 | Elect Bruce P. Nolop | | Mgmt | For | For | For |
| | 12 | Elect Morton O. Schapiro | | Mgmt | For | For | For |
| | 13 | Elect Lloyd M. Yates | | Mgmt | For | For | For |
| | 14 | Elect Ray G. Young | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Marubeni Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 8002 | CINS J39788138 | | 06/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Amendments to Articles | | Mgmt | For | For | For |
| | 3 | Elect Fumiya Kokubu | | Mgmt | For | For | For |
| | 4 | Elect Masumi Kakinoki | | Mgmt | For | For | For |
| | 5 | Elect Akira Terakawa | | Mgmt | For | For | For |
| | 6 | Elect Takayuki Furuya | | Mgmt | For | For | For |
| | 7 | Elect Kyohei Takahashi | | Mgmt | For | For | For |
| | 8 | Elect Yuri Okina | | Mgmt | For | For | For |
| | 9 | Elect Masato Kitera | | Mgmt | For | For | For |
| | 10 | Elect Shigeki Ishizuka | | Mgmt | For | For | For |
| | 11 | Elect Hisayoshi Ando | | Mgmt | For | For | For |
| | 12 | Elect Mutsuko Hatano | | Mgmt | For | For | For |
| | 13 | Elect Takao Ando as Statutory Auditor | | Mgmt | For | For | For |
| | 14 | Amendments to Directors Fees and Equity Compensation Plan | | Mgmt | For | For | For |
| | 15 | Statutory Auditors Fees | | Mgmt | For | For | For |
|
|
|
| Mastercard Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MA | CUSIP 57636Q104 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Merit E. Janow | | Mgmt | For | For | For |
| | 2 | Elect Candido Botelho Bracher | | Mgmt | For | For | For |
| | 3 | Elect Richard K. Davis | | Mgmt | For | For | For |
| | 4 | Elect Julius Genachowski | | Mgmt | For | For | For |
| | 5 | Elect Choon Phong Goh | | Mgmt | For | For | For |
| | 6 | Elect Oki Matsumoto | | Mgmt | For | For | For |
| | 7 | Elect Michael Miebach | | Mgmt | For | For | For |
| | 8 | Elect Youngme E. Moon | | Mgmt | For | For | For |
| | 9 | Elect Rima Qureshi | | Mgmt | For | For | For |
| | 10 | Elect Gabrielle Sulzberger | | Mgmt | For | For | For |
| | 11 | Elect Harit Talwar | | Mgmt | For | For | For |
| | 12 | Elect Lance Uggla | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Approval of the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | | ShrHoldr | Against | Against | For |
|
|
|
| McDonald`s Holdings Co. (Japan) Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 2702 | ISIN JP3750500005 | | 03/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Tamotsu Hiiro | | Mgmt | For | For | For |
| | 4 | Elect Fusako Znaiden | | Mgmt | For | For | For |
| | 5 | Elect Andrew Gregory | | Mgmt | For | For | For |
| | 6 | Elect Akira Kawamura | | Mgmt | For | For | For |
| | 7 | Elect Yuko Tashiro | | Mgmt | For | For | For |
| | 8 | Elect Makiko Hamabe Makiko Yasui as Statutory Auditor | | Mgmt | For | Against | Against |
| | 9 | Condolence Payment | | Mgmt | For | For | For |
|
|
|
| McDonald's Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MCD | CUSIP 580135101 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Anthony G. Capuano | | Mgmt | For | For | For |
| | 2 | Elect Kareem Daniel | | Mgmt | For | For | For |
| | 3 | Elect Lloyd H. Dean | | Mgmt | For | For | For |
| | 4 | Elect Catherine Engelbert | | Mgmt | For | For | For |
| | 5 | Elect Margaret H. Georgiadis | | Mgmt | For | For | For |
| | 6 | Elect Enrique Hernandez, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Christopher Kempczinski | | Mgmt | For | For | For |
| | 8 | Elect Richard H. Lenny | | Mgmt | For | For | For |
| | 9 | Elect John Mulligan | | Mgmt | For | For | For |
| | 10 | Elect Jennifer Taubert | | Mgmt | For | For | For |
| | 11 | Elect Paul S. Walsh | | Mgmt | For | For | For |
| | 12 | Elect Amy Weaver | | Mgmt | For | For | For |
| | 13 | Elect Miles D. White | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Policy on Use of Medically-Important Antibiotics in the Beef and Pork Supply Chain | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Compliance With WHO Guidelines on Medically-Important Antimicrobials in Supply Chain | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Civil Rights Audit | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Transparency Report on Global Public Policy And Political Influence | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Disclosure of Animal Welfare Indicators | | ShrHoldr | Against | Against | For |
|
|
|
| McKesson Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MCK | CINS 58155Q103 | | 07/22/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
| | 4 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 6 | Adopt Policy on 10b5-1 Plans | | ShrHoldr | Against | Against | For |
| | 7 | Elect Director Richard H. Carmona | | Mgmt | For | For | For |
| | 8 | Elect Director Dominic J. Caruso | | Mgmt | For | For | For |
| | 9 | Elect Director W. Roy Dunbar | | Mgmt | For | For | For |
| | 10 | Elect Director James H. Hinton | | Mgmt | For | For | For |
| | 11 | Elect Director Donald R. Knauss | | Mgmt | For | For | For |
| | 12 | Elect Director Bradley E. Lerman | | Mgmt | For | For | For |
| | 13 | Elect Director Linda P. Mantia | | Mgmt | For | For | For |
| | 14 | Elect Director Maria Martinez | | Mgmt | For | For | For |
| | 15 | Elect Director Susan R. Salka | | Mgmt | For | For | For |
| | 16 | Elect Director Brian S. Tyler | | Mgmt | For | For | For |
| | 17 | Elect Director Kathleen Wilson-Thompson | | Mgmt | For | For | For |
|
|
|
| Medibank Private Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MPL | CINS Q5921Q109 | | 11/16/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter Everingham as Director | | Mgmt | For | For | For |
| | 2 | Elect Kathryn Fagg as Director | | Mgmt | For | For | For |
| | 3 | Elect David Fagan as Director | | Mgmt | For | For | For |
| | 4 | Elect Linda Bardo Nicholls as Director | | Mgmt | For | For | For |
| | 5 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 6 | Approve Grant of Performance Rights to David Koczkar | | Mgmt | For | For | For |
| | 7 | Approve the Amendments to the Company's Constitution | | Mgmt | For | For | For |
|
|
|
| Medtronic Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MDT | CINS G5960L103 | | 12/08/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Renew the Board's Authority to Issue Shares Under Irish Law | | Mgmt | For | For | For |
| | 4 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | | Mgmt | For | For | For |
| | 5 | Authorize Overseas Market Purchases of Ordinary Shares | | Mgmt | For | For | For |
| | 6 | Elect Director Richard H. Anderson | | Mgmt | For | For | For |
| | 7 | Elect Director Craig Arnold | | Mgmt | For | For | For |
| | 8 | Elect Director Scott C. Donnelly | | Mgmt | For | For | For |
| | 9 | Elect Director Lidia L. Fonseca | | Mgmt | For | For | For |
| | 10 | Elect Director Andrea J. Goldsmith | | Mgmt | For | For | For |
| | 11 | Elect Director Randall J. Hogan, III | | Mgmt | For | For | For |
| | 12 | Elect Director Kevin E. Lofton | | Mgmt | For | For | For |
| | 13 | Elect Director Geoffrey S. Martha | | Mgmt | For | For | For |
| | 14 | Elect Director Elizabeth G. Nabel | | Mgmt | For | Against | Against |
| | 15 | Elect Director Denise M. O'Leary | | Mgmt | For | For | For |
| | 16 | Elect Director Kendall J. Powell | | Mgmt | For | For | For |
|
|
|
| Merck & Co., Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MRK | CUSIP 58933Y105 | | 05/23/2023 | | 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 Mary Ellen Coe | | Mgmt | For | For | For |
| | 3 | Elect Pamela J. Craig | | Mgmt | For | For | For |
| | 4 | Elect Robert M. Davis | | Mgmt | For | For | For |
| | 5 | Elect Thomas H. Glocer | | Mgmt | For | For | For |
| | 6 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 7 | Elect Stephen L. Mayo | | Mgmt | For | For | For |
| | 8 | Elect Paul B. Rothman | | Mgmt | For | For | For |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Christine E. Seidman | | Mgmt | For | For | For |
| | 11 | Elect Inge G. Thulin | | Mgmt | For | For | For |
| | 12 | Elect Kathy J. Warden | | Mgmt | For | For | For |
| | 13 | Elect Peter C. Wendell | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Merck KGAA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MRK | CINS D5357W103 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Germany | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 8 | Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Allocation of Dividends | | Mgmt | For | For | For |
| | 10 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 11 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 12 | Remuneration Report | | Mgmt | For | For | For |
| | 13 | Authority to Issue Convertible Debt Instruments; Increase in Conditional Capital | | Mgmt | For | For | For |
| | 14 | Amendments to Articles (Virtual Shareholder Meetings) | | Mgmt | For | For | For |
| | 15 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | | Mgmt | For | For | For |
|
|
|
| Meta Platforms, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | META | CUSIP 30303M102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Peggy Alford | | Mgmt | For | For | For |
| | 1.2 | Elect Marc L. Andreessen | | Mgmt | For | For | For |
| | 1.3 | Elect Andrew W. Houston | | Mgmt | For | For | For |
| | 1.4 | Elect Nancy Killefer | | Mgmt | For | For | For |
| | 1.5 | Elect Robert M. Kimmitt | | Mgmt | For | For | For |
| | 1.6 | Elect Sheryl K. Sandberg | | Mgmt | For | For | For |
| | 1.7 | Elect Tracey T. Travis | | Mgmt | For | For | For |
| | 1.8 | Elect Tony Xu | | Mgmt | For | For | For |
| | 1.9 | Elect Mark Zuckerberg | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 4 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Human Rights Impact Assessment | | ShrHoldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Report on Content Management in India | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | | ShrHoldr | Against | For | Against |
| | 11 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | | ShrHoldr | Against | Against | For |
| | 12 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | | ShrHoldr | Against | Against | For |
|
|
|
| MetLife, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MET | CUSIP 59156R108 | | 06/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cheryl W. Grise | | Mgmt | For | For | For |
| | 2 | Elect Carlos M. Gutierrez | | Mgmt | For | For | For |
| | 3 | Elect Carla A. Harris | | Mgmt | For | For | For |
| | 4 | Elect Gerald L. Hassell | | Mgmt | For | For | For |
| | 5 | Elect David L. Herzog | | Mgmt | For | For | For |
| | 6 | Elect R. Glenn Hubbard | | Mgmt | For | For | For |
| | 7 | Elect Jeh C. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Edward J. Kelly, III | | Mgmt | For | For | For |
| | 9 | Elect William E. Kennard | | Mgmt | For | For | For |
| | 10 | Elect Michel A. Khalaf | | Mgmt | For | For | For |
| | 11 | Elect Catherine R. Kinney | | Mgmt | For | For | For |
| | 12 | Elect Diana L. McKenzie | | Mgmt | For | For | For |
| | 13 | Elect Denise M. Morrison | | Mgmt | For | Against | Against |
| | 14 | Elect Mark A. Weinberger | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Mettler-Toledo International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MTD | CUSIP 592688105 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert F. Spoerry | | Mgmt | For | For | For |
| | 2 | Elect Roland Diggelmann | | Mgmt | For | For | For |
| | 3 | Elect Domitille Doat-Le Bigot | | Mgmt | For | For | For |
| | 4 | Elect Elisha W. Finney | | Mgmt | For | For | For |
| | 5 | Elect Richard Francis | | Mgmt | For | For | For |
| | 6 | Elect Michael A. Kelly | | Mgmt | For | For | For |
| | 7 | Elect Thomas P. Salice | | Mgmt | For | For | For |
| | 8 | Elect Ingrid Zhang | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| MGIC Investment Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MTG | CUSIP 552848103 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Analisa M. Allen | | Mgmt | For | For | For |
| | 1.2 | Elect Daniel A. Arrigoni | | Mgmt | For | For | For |
| | 1.3 | Elect C. Edward Chaplin | | Mgmt | For | For | For |
| | 1.4 | Elect Curt S. Culver | | Mgmt | For | For | For |
| | 1.5 | Elect Jay C. Hartzell | | Mgmt | For | For | For |
| | 1.6 | Elect Timothy A. Holt | | Mgmt | For | For | For |
| | 1.7 | Elect Jodeen A. Kozlak | | Mgmt | For | For | For |
| | 1.8 | Elect Michael E. Lehman | | Mgmt | For | For | For |
| | 1.9 | Elect Teresita M. Lowman | | Mgmt | For | For | For |
| | 1.10 | Elect Timothy J. Mattke | | Mgmt | For | For | For |
| | 1.11 | Elect Sheryl L. Sculley | | Mgmt | For | For | For |
| | 1.12 | Elect Mark M. Zandi | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Microsoft Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MSFT | CINS 594918104 | | 12/13/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director John W. Thompson | | Mgmt | For | For | For |
| | 2 | Elect Director Reid G. Hoffman | | Mgmt | For | For | For |
| | 3 | Elect Director Emma N. Walmsley | | Mgmt | For | For | For |
| | 4 | Elect Director Padmasree Warrior | | Mgmt | For | For | For |
| | 5 | Elect Director Hugh F. Johnston | | Mgmt | For | For | For |
| | 6 | Elect Director Teri L. List | | Mgmt | For | For | For |
| | 7 | Elect Director Satya Nadella | | Mgmt | For | For | For |
| | 8 | Elect Director Sandra E. Peterson | | Mgmt | For | For | For |
| | 9 | Elect Director Penny S. Pritzker | | Mgmt | For | For | For |
| | 10 | Elect Director Carlos A. Rodriguez | | Mgmt | For | For | For |
| | 11 | Elect Director Charles W. Scharf | | Mgmt | For | For | For |
| | 12 | Elect Director John W. Stanton | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Report on Cost/Benefit Analysis of Diversity and Inclusion | | ShrHoldr | Against | Against | For |
| | 16 | Report on Hiring of Persons with Arrest or Incarceration Records | | ShrHoldr | Against | Against | For |
| | 17 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | | ShrHoldr | Against | Against | For |
| | 18 | Report on Government Use of Microsoft Technology | | ShrHoldr | Against | Against | For |
| | 19 | Report on Development of Products for Military | | ShrHoldr | Against | Against | For |
| | 20 | Report on Tax Transparency | | ShrHoldr | Against | Against | For |
|
|
|
| Mineral Resources Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MIN | CINS Q60976109 | | 11/17/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 2 | Elect Lulezim (Zimi) Meka as Director | | Mgmt | For | For | For |
| | 3 | Elect James McClements as Director | | Mgmt | For | For | For |
| | 4 | Elect Susan (Susie) Corlett as Director | | Mgmt | For | For | For |
| | 5 | Approve Grant of FY22 Share Rights to Chris Ellison | | Mgmt | For | For | For |
| | 6 | Approve Grant of FY23 Share Rights to Chris Ellison | | Mgmt | For | For | For |
| | 7 | Approve Potential Termination Benefits | | Mgmt | None | For | N/A |
| | 8 | Appoint Ernst & Young as Auditor of the Company | | Mgmt | For | For | For |
|
|
|
| Misumi Group Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 9962 | CINS J43293109 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Kosuke Nishimoto | | Mgmt | For | For | For |
| | 4 | Elect Ryusei Ono | | Mgmt | For | For | For |
| | 5 | Elect Tomoki Kanatani | | Mgmt | For | For | For |
| | 6 | Elect Shigetaka Shimizu | | Mgmt | For | For | For |
| | 7 | Elect XU Shaochun | | Mgmt | For | For | For |
| | 8 | Elect Yoichi Nakano | | Mgmt | For | For | For |
| | 9 | Elect Arata Shimizu | | Mgmt | For | For | For |
| | 10 | Elect Tomoharu Suseki | | Mgmt | For | For | For |
| | 11 | Adoption of Restricted Stock Plan | | Mgmt | For | For | For |
|
|
|
| Mitsubishi Estate Company, Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 8802 | CINS J43916113 | | 06/29/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Junichi Yoshida | | Mgmt | For | Against | Against |
| | 4 | Elect Atsushi Nakajima | | Mgmt | For | Against | Against |
| | 5 | Elect Bunroku Naganuma | | Mgmt | For | Against | Against |
| | 6 | Elect Naoki Umeda | | Mgmt | For | Against | Against |
| | 7 | Elect Mikihito Hirai | | Mgmt | For | Against | Against |
| | 8 | Elect Noboru Nishigai | | Mgmt | For | Against | Against |
| | 9 | Elect Hiroshi Katayama | | Mgmt | For | Against | Against |
| | 10 | Elect Tsuyoshi Okamoto | | Mgmt | For | Against | Against |
| | 11 | Elect Tetsuo Narukawa | | Mgmt | For | Against | Against |
| | 12 | Elect Masaaki Shirakawa | | Mgmt | For | Against | Against |
| | 13 | Elect Shin Nagase | | Mgmt | For | Against | Against |
| | 14 | Elect Wataru Sueyoshi | | Mgmt | For | Against | Against |
| | 15 | Elect Ayako Sonoda | | Mgmt | For | Against | Against |
| | 16 | Elect Melanie Brock | | Mgmt | For | Against | Against |
|
|
|
| Mitsubishi Heavy Industries, Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 7011 | CINS J44002178 | | 06/29/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Shunichi Miyanaga | | Mgmt | For | For | For |
| | 4 | Elect Seiji Izumisawa | | Mgmt | For | For | For |
| | 5 | Elect Hitoshi Kaguchi | | Mgmt | For | For | For |
| | 6 | Elect Hisato Kozawa | | Mgmt | For | For | For |
| | 7 | Elect Ken Kobayashi | | Mgmt | For | For | For |
| | 8 | Elect Nobuyuki Hirano | | Mgmt | For | For | For |
| | 9 | Elect Mitsuhiro Furusawa | | Mgmt | For | For | For |
| | 10 | Elect Setsuo Tokunaga | | Mgmt | For | For | For |
| | 11 | Elect Hiroo Unoura | | Mgmt | For | For | For |
| | 12 | Elect Noriko Morikawa | | Mgmt | For | For | For |
| | 13 | Elect Masako Ii Masako Kasai | | Mgmt | For | For | For |
| | 14 | Elect Nobuhiro Oka as Alternate Audit Committee Director | | Mgmt | For | For | For |
|
|
|
| MITSUI & CO.,LTD. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 8031 | CINS J44690139 | | 06/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Tatsuo Yasunaga | | Mgmt | For | For | For |
| | 4 | Elect Kenichi Hori | | Mgmt | For | For | For |
| | 5 | Elect Motoaki Uno | | Mgmt | For | For | For |
| | 6 | Elect Yoshiaki Takemasu | | Mgmt | For | For | For |
| | 7 | Elect Kazumasa Nakai | | Mgmt | For | For | For |
| | 8 | Elect Tetsuya Shigeta | | Mgmt | For | For | For |
| | 9 | Elect Makoto Sato | | Mgmt | For | For | For |
| | 10 | Elect Toru Matsui | | Mgmt | For | For | For |
| | 11 | Elect Tetsuya Daikoku | | Mgmt | For | For | For |
| | 12 | Elect Samuel Walsh | | Mgmt | For | For | For |
| | 13 | Elect Takeshi Uchiyamada | | Mgmt | For | For | For |
| | 14 | Elect Masako Egawa | | Mgmt | For | For | For |
| | 15 | Elect Fujiyo Ishiguro | | Mgmt | For | For | For |
| | 16 | Elect Sarah L. Casanova | | Mgmt | For | For | For |
| | 17 | Elect Jessica TAN Soon Neo | | Mgmt | For | For | For |
| | 18 | Elect Hirotatsu Fujiwara | | Mgmt | For | Against | Against |
| | 19 | Elect Makoto Hayashi | | Mgmt | For | Against | Against |
| | 20 | Elect Kimiro Shiotani | | Mgmt | For | Against | Against |
|
|
|
| Mizrahi Tefahot Bank Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MZTF | CINS M7031A135 | | 04/19/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Special | Israel | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Payout of Additional 2022 Bonus to Certain Executives | | Mgmt | For | TNA | N/A |
|
|
|
| Mizrahi Tefahot Bank Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MZTF | CINS M7031A135 | | 08/09/2022 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Special | Israel | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Reelect Joseph Fellus as External Director | | Mgmt | For | TNA | N/A |
| | 2 | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | | Mgmt | None | TNA | N/A |
| | 3 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | | Mgmt | None | TNA | N/A |
| | 4 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | | Mgmt | None | TNA | N/A |
| | 5 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | | Mgmt | None | TNA | N/A |
|
|
|
| Mizrahi Tefahot Bank Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MZTF | CINS M7031A135 | | 12/21/2022 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Israel | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Discuss Financial Statements and the Report of the Board | | Mgmt | N/A | TNA | N/A |
| | 2 | Reappoint Brightman Almagor Zohar & Co. as Auditors and Report on Fees Paid to the Auditors | | Mgmt | For | TNA | N/A |
| | 3 | Reelect Moshe Vidman as Director | | Mgmt | For | TNA | N/A |
| | 4 | Reelect Ron Gazit as Director | | Mgmt | For | TNA | N/A |
| | 5 | Reelect Jonathan Kaplan as Director | | Mgmt | For | TNA | N/A |
| | 6 | Reelect Avraham Zeldman as Director | | Mgmt | For | TNA | N/A |
| | 7 | Reelect Ilan Kremer as Director | | Mgmt | For | TNA | N/A |
| | 8 | Reelect Eli Alroy as Director | | Mgmt | For | TNA | N/A |
|
|
|
| Molina Healthcare, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MOH | CUSIP 60855R100 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Barbara L. Brasier | | Mgmt | For | For | For |
| | 2 | Elect Daniel Cooperman | | Mgmt | For | For | For |
| | 3 | Elect Stephen H. Lockhart | | Mgmt | For | For | For |
| | 4 | Elect Steven J. Orlando | | Mgmt | For | For | For |
| | 5 | Elect Ronna E. Romney | | Mgmt | For | For | For |
| | 6 | Elect Richard M. Schapiro | | Mgmt | For | For | For |
| | 7 | Elect Dale B. Wolf | | Mgmt | For | For | For |
| | 8 | Elect Richard C. Zoretic | | Mgmt | For | For | For |
| | 9 | Elect Joseph M. Zubretsky | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Moncler SPA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MONC | CINS T6730E110 | | 04/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Italy | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Accounts and Reports | | Mgmt | For | For | For |
| | 6 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 7 | Remuneration Report | | Mgmt | For | Against | Against |
| | 8 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 9 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 10 | List Presented by Double R S.r.l. | | Mgmt | N/A | For | N/A |
| | 11 | List Presented by Group of Institutional Investors Representing 1.4% of Share Capital | | Mgmt | N/A | N/A | N/A |
| | 12 | Election of the Chair of the Statutory Auditor Board | | Mgmt | For | For | For |
| | 13 | Statutory Auditors' Fees | | Mgmt | For | For | For |
|
|
|
| Mondelez International, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MDLZ | CUSIP 609207105 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lewis W.K. Booth | | Mgmt | For | For | For |
| | 2 | Elect Charles E. Bunch | | Mgmt | For | Against | Against |
| | 3 | Elect Ertharin Cousin | | Mgmt | For | For | For |
| | 4 | Elect Jorge S. Mesquita | | Mgmt | For | For | For |
| | 5 | Elect Anindita Mukherjee | | Mgmt | For | For | For |
| | 6 | Elect Jane Hamilton Nielsen | | Mgmt | For | For | For |
| | 7 | Elect Patrick T. Siewert | | Mgmt | For | For | For |
| | 8 | Elect Michael A. Todman | | Mgmt | For | For | For |
| | 9 | Elect Dirk Van de Put | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 14 | Shareholder Proposal Regarding Cage-Free Eggs | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Report on Child Labor in Cocoa Supply Chain | | ShrHoldr | Against | Against | For |
|
|
|
| MongoDB, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MDB | CUSIP 60937P106 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Archana Agrawal | | Mgmt | For | For | For |
| | 1.2 | Elect Hope Cochran | | Mgmt | For | For | For |
| | 1.3 | Elect Dwight Merriman | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Nasdaq, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NDAQ | CUSIP 631103108 | | 06/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Melissa M. Arnoldi | | Mgmt | For | For | For |
| | 2 | Elect Charlene T. Begley | | Mgmt | For | For | For |
| | 3 | Elect Steven D. Black | | Mgmt | For | For | For |
| | 4 | Elect Adena T. Friedman | | Mgmt | For | For | For |
| | 5 | Elect Essa Kazim | | Mgmt | For | For | For |
| | 6 | Elect Thomas A. Kloet | | Mgmt | For | For | For |
| | 7 | Elect Michael R. Splinter | | Mgmt | For | For | For |
| | 8 | Elect Johan Torgeby | | Mgmt | For | For | For |
| | 9 | Elect Toni Townes-Whitley | | Mgmt | For | For | For |
| | 10 | Elect Jeffery W. Yabuki | | Mgmt | For | For | For |
| | 11 | Elect Alfred W. Zollar | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| National Australia Bank Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NAB | CINS Q65336119 | | 12/16/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 2 | Approve the Amendments to the Company's Constitution | | Mgmt | For | For | For |
| | 3 | Consideration of Financial Report, Directors' Report and Auditor's Report | | Mgmt | N/A | N/A | N/A |
| | 4 | Elect Philip Chronican as Director | | Mgmt | For | For | For |
| | 5 | Elect Kathryn Fagg as Director | | Mgmt | For | For | For |
| | 6 | Elect Douglas McKay as Director | | Mgmt | For | For | For |
| | 7 | Approve Grant of Deferred Rights to Ross McEwan | | Mgmt | For | For | For |
| | 8 | Approve Grant of Performance Rights to Ross McEwan | | Mgmt | For | For | For |
| | 9 | Approve the Amendments to the Company's Constitution - Insert into the Constitution in Clause 8 'General Meetings' the New Sub-clause 8.3A 'Advisory Resolutions' | | ShrHoldr | Against | Against | For |
| | 10 | Approve Climate Risk Safeguarding | | ShrHoldr | Against | Against | For |
|
|
|
| National Fuel Gas Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NFG | CUSIP 636180101 | | 03/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director David C. Carroll | | Mgmt | For | For | For |
| | 1.2 | Elect Director Steven C. Finch | | Mgmt | For | For | For |
| | 1.3 | Elect Director Joseph N. Jaggers | | Mgmt | For | For | For |
| | 1.4 | Elect Director Jeffrey W. Shaw | | Mgmt | For | For | For |
| | 1.5 | Elect Director Thomas E. Skains | | Mgmt | For | For | For |
| | 1.6 | Elect Director David F. Smith | | Mgmt | For | For | For |
| | 1.7 | Elect Director Ronald J. Tanski | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| National Retail Properties, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NNN | CUSIP 637417106 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Pamela K. M. Beall | | Mgmt | For | For | For |
| | 2 | Elect Steven D. Cosler | | Mgmt | For | For | For |
| | 3 | Elect David M. Fick | | Mgmt | For | For | For |
| | 4 | Elect Edward J. Fritsch | | Mgmt | For | For | For |
| | 5 | Elect Elizabeth C Gulacsy | | Mgmt | For | For | For |
| | 6 | Elect Kevin B. Habicht | | Mgmt | For | For | For |
| | 7 | Elect Betsy D. Holden | | Mgmt | For | For | For |
| | 8 | Elect Stephen A Horn, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Kamau O. Witherspoon | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Amendment to the 2017 Performance Incentive Plan | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Nestle SA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NESN | CINS H57312649 | | 04/20/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Switzerland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 4 | Compensation Report | | Mgmt | For | TNA | N/A |
| | 5 | Ratification of Board and Management Acts | | Mgmt | For | TNA | N/A |
| | 6 | Allocation of Dividends | | Mgmt | For | TNA | N/A |
| | 7 | Elect Paul Bulcke | | Mgmt | For | TNA | N/A |
| | 8 | Elect Mark Schneider | | Mgmt | For | TNA | N/A |
| | 9 | Elect Henri de Castries | | Mgmt | For | TNA | N/A |
| | 10 | Elect Renato Fassbind | | Mgmt | For | TNA | N/A |
| | 11 | Elect Pablo Isla Alvarez de Tejera | | Mgmt | For | TNA | N/A |
| | 12 | Elect Patrick Aebischer | | Mgmt | For | TNA | N/A |
| | 13 | Elect Kimberly A. Ross | | Mgmt | For | TNA | N/A |
| | 14 | Elect Dick Boer | | Mgmt | For | TNA | N/A |
| | 15 | Elect Dinesh C. Paliwal | | Mgmt | For | TNA | N/A |
| | 16 | Elect Hanne de Mora | | Mgmt | For | TNA | N/A |
| | 17 | Elect Lindiwe Majele Sibanda | | Mgmt | For | TNA | N/A |
| | 18 | Elect Chris Leong | | Mgmt | For | TNA | N/A |
| | 19 | Elect Luca Maestri | | Mgmt | For | TNA | N/A |
| | 20 | Elect Rainer M. Blair | | Mgmt | For | TNA | N/A |
| | 21 | Elect Marie-Gabrielle Ineichen-Fleisch | | Mgmt | For | TNA | N/A |
| | 22 | Elect Pablo Isla Alvarez de Tejera as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 23 | Elect Patrick Aebischer as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 24 | Elect Dick Boer as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 25 | Elect Dinesh C. Paliwal as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 26 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 27 | Appointment of Independent Proxy | | Mgmt | For | TNA | N/A |
| | 28 | Board Compensation | | Mgmt | For | TNA | N/A |
| | 29 | Executive Compensation | | Mgmt | For | TNA | N/A |
| | 30 | Cancellation of Shares and Reduction in Share Capital | | Mgmt | For | TNA | N/A |
| | 31 | Amendments to Articles (General Meeting) | | Mgmt | For | TNA | N/A |
| | 32 | Amendments to Articles | | Mgmt | For | TNA | N/A |
| | 33 | Additional or Amended Shareholder Proposals | | ShrHoldr | N/A | TNA | N/A |
|
|
|
| NetApp, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NTAP | CINS 64110D104 | | 09/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 4 | Elect Director T. Michael Nevens | | Mgmt | For | For | For |
| | 5 | Elect Director Deepak Ahuja | | Mgmt | For | For | For |
| | 6 | Elect Director Gerald Held | | Mgmt | For | For | For |
| | 7 | Elect Director Kathryn M. Hill | | Mgmt | For | For | For |
| | 8 | Elect Director Deborah L. Kerr | | Mgmt | For | For | For |
| | 9 | Elect Director George Kurian | | Mgmt | For | For | For |
| | 10 | Elect Director Carrie Palin | | Mgmt | For | For | For |
| | 11 | Elect Director Scott F. Schenkel | | Mgmt | For | For | For |
| | 12 | Elect Director George T. Shaheen | | Mgmt | For | For | For |
|
|
|
| Netflix, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NFLX | CUSIP 64110L106 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mathias Dopfner | | Mgmt | For | For | For |
| | 2 | Elect Reed Hastings | | Mgmt | For | For | For |
| | 3 | Elect Jay Hoag | | Mgmt | For | Against | Against |
| | 4 | Elect Ted Sarandos | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | For | Against |
| | 9 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Climate Risk in Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | For | Against |
|
|
|
| NextEra Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NEE | CUSIP 65339F101 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nicole S. Arnaboldi | | Mgmt | For | For | For |
| | 2 | Elect Sherry S. Barrat | | Mgmt | For | For | For |
| | 3 | Elect James L. Camaren | | Mgmt | For | For | For |
| | 4 | Elect Kenneth B. Dunn | | Mgmt | For | For | For |
| | 5 | Elect Naren K. Gursahaney | | Mgmt | For | For | For |
| | 6 | Elect Kirk S. Hachigian | | Mgmt | For | For | For |
| | 7 | Elect John W. Ketchum | | Mgmt | For | For | For |
| | 8 | Elect Amy B. Lane | | Mgmt | For | For | For |
| | 9 | Elect David L. Porges | | Mgmt | For | For | For |
| | 10 | Elect Dev Stahlkopf | | Mgmt | For | For | For |
| | 11 | Elect John Arthur Stall | | Mgmt | For | For | For |
| | 12 | Elect Darryl L. Wilson | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | 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 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | | ShrHoldr | Against | Against | For |
|
|
|
| Nintendo Co Ltd | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 7974 | CINS J51699106 | | 06/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Shuntaro Furukawa | | Mgmt | For | For | For |
| | 4 | Elect Shigeru Miyamoto | | Mgmt | For | For | For |
| | 5 | Elect Shinya Takahashi | | Mgmt | For | For | For |
| | 6 | Elect Satoru Shibata | | Mgmt | For | For | For |
| | 7 | Elect Ko Shiota | | Mgmt | For | For | For |
| | 8 | Elect Chris Meledandri | | Mgmt | For | For | For |
|
|
|
| Nippon Yusen Kabushiki Kaisha | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 9101 | CINS J56515232 | | 06/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Amendments to Articles | | Mgmt | For | For | For |
| | 4 | Elect Hitoshi Nagasawa | | Mgmt | For | For | For |
| | 5 | Elect Takaya Soga | | Mgmt | For | For | For |
| | 6 | Elect Yutaka Higurashi | | Mgmt | For | For | For |
| | 7 | Elect Akira Kono | | Mgmt | For | For | For |
| | 8 | Elect Hiroko Kuniya | | Mgmt | For | For | For |
| | 9 | Elect Eiichi Tanabe | | Mgmt | For | For | For |
| | 10 | Elect Nobukatsu Kanehara | | Mgmt | For | For | For |
| | 11 | Elect Eiichi Takahashi | | Mgmt | For | For | For |
| | 12 | Elect Keiko Kosugi | | Mgmt | For | For | For |
| | 13 | Elect Hiroshi Nakaso | | Mgmt | For | For | For |
| | 14 | Elect Satoko Kuwabara Satoko Ota | | Mgmt | For | For | For |
| | 15 | Elect Tatsumi Yamada | | Mgmt | For | For | For |
| | 16 | Elect Eiichi Tanabe as Alternate Audit Committee Director | | Mgmt | For | For | For |
| | 17 | Non-Audit Committee Directors Fees | | Mgmt | For | For | For |
| | 18 | Audit Committee Directors Fees | | Mgmt | For | For | For |
| | 19 | Performance-Linked Compensation Plan | | Mgmt | For | For | For |
| | 20 | Amendment to Performance-Linked Equity Compensation Plan | | Mgmt | For | For | For |
|
|
|
| NN Group NV | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NN | CINS N64038107 | | 06/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Remuneration Report | | Mgmt | For | For | For |
| | 6 | Accounts and Reports | | Mgmt | For | For | For |
| | 7 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 8 | Allocation of Dividends | | Mgmt | For | For | For |
| | 9 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 10 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 11 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 12 | Supervisory Board Remuneration Policy | | Mgmt | For | For | For |
| | 13 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 14 | Authority to Suppress Preemptive Rights | | Mgmt | For | For | For |
| | 15 | Authority to Issue Shares w/ Preemptive Rights (Rights Issue) | | Mgmt | For | For | For |
| | 16 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 17 | Cancellation of Shares | | Mgmt | For | For | For |
| | 18 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 19 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 20 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Nomura Real Estate Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 3231 | CINS J5893B104 | | 06/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Elect Eiji Kutsukake | | Mgmt | For | For | For |
| | 3 | Elect Satoshi Arai | | Mgmt | For | For | For |
| | 4 | Elect Daisaku Matsuo | | Mgmt | For | For | For |
| | 5 | Elect Makoto Haga | | Mgmt | For | For | For |
| | 6 | Elect Hiroshi Kurokawa | | Mgmt | For | For | For |
| | 7 | Elect Chiharu Takakura | | Mgmt | For | For | For |
| | 8 | Elect Hiroyuki Kimura | | Mgmt | For | For | For |
| | 9 | Elect Yasushi Takayama | | Mgmt | For | For | For |
| | 10 | Elect Yoshio Mogi | | Mgmt | For | For | For |
| | 11 | Elect Akiko Miyakawa | | Mgmt | For | For | For |
|
|
|
| Nordea Bank Abp | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NDAFI | CINS X5S8VL105 | | 03/23/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Finland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 6 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 7 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 8 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 9 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 10 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 11 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 12 | Allocation of Profits/Dividends | | Mgmt | For | TNA | N/A |
| | 13 | Ratification of Board and CEO Acts | | Mgmt | For | TNA | N/A |
| | 14 | Remuneration Report | | Mgmt | For | TNA | N/A |
| | 15 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 16 | Directors' Fees | | Mgmt | For | TNA | N/A |
| | 17 | Board Size | | Mgmt | For | TNA | N/A |
| | 18 | Elect Stephen Hester | | Mgmt | For | TNA | N/A |
| | 19 | Elect Petra van Hoeken | | Mgmt | For | TNA | N/A |
| | 20 | Elect John Maltby | | Mgmt | For | TNA | N/A |
| | 21 | Elect Lene Skole | | Mgmt | For | TNA | N/A |
| | 22 | Elect Birger Steen | | Mgmt | For | TNA | N/A |
| | 23 | Elect Jonas Synnergren | | Mgmt | For | TNA | N/A |
| | 24 | Elect Arja Talma | | Mgmt | For | TNA | N/A |
| | 25 | Elect Kjersti Wiklund | | Mgmt | For | TNA | N/A |
| | 26 | Elect Risto Murto | | Mgmt | For | TNA | N/A |
| | 27 | Elect Per Stromberg | | Mgmt | For | TNA | N/A |
| | 28 | Authority to Set Auditor's Fees | | Mgmt | For | TNA | N/A |
| | 29 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 30 | Amendments to Articles | | Mgmt | For | TNA | N/A |
| | 31 | Authority to Issue Contingent Convertible Securities w/ or w/o Preemptive Rights | | Mgmt | For | TNA | N/A |
| | 32 | Authority to Trade in Company Stock (repurchase) | | Mgmt | For | TNA | N/A |
| | 33 | Authority to Trade in Company Stock (issuance) | | Mgmt | For | TNA | N/A |
| | 34 | Authority to Repurchase Shares | | Mgmt | For | TNA | N/A |
| | 35 | Issuance of Treasury Shares | | Mgmt | For | TNA | N/A |
| | 36 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
|
|
|
| Nordson Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NDSN | CUSIP 655663102 | | 02/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director Sundaram Nagarajan | | Mgmt | For | For | For |
| | 1.2 | Elect Director Michael J. Merriman, Jr. | | Mgmt | For | For | For |
| | 1.3 | Elect Director Milton M. Morris | | Mgmt | For | For | For |
| | 1.4 | Elect Director Mary G. Puma | | Mgmt | For | For | For |
| | 2 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Reduce Supermajority Vote Requirement | | Mgmt | For | For | For |
| | 6 | Reduce Supermajority Vote Requirement for Matters Requiring Shareholder Approval under the Ohio Revised Code | | Mgmt | For | For | For |
| | 7 | Reduce Supermajority Vote Requirement for Certain Amendments to Regulations as set forth in Article IX | | Mgmt | For | For | For |
| | 8 | Amend Regulations to the Extent Permitted by Ohio law | | Mgmt | For | For | For |
|
|
|
| Novartis AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NOVN | CINS H5820Q150 | | 03/07/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Switzerland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | TNA | N/A |
| | 2 | Approve Discharge of Board and Senior Management | | Mgmt | For | TNA | N/A |
| | 3 | Approve Allocation of Income and Dividends of CHF 3.20 per Share | | Mgmt | For | TNA | N/A |
| | 4 | Approve CHF 63.1 Million Reduction in Share Capital via Cancellation of Repurchased Shares | | Mgmt | For | TNA | N/A |
| | 5 | Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital | | Mgmt | For | TNA | N/A |
| | 6.1 | Amend Articles Re: Electronic Participation; Virtual-Only Shareholder Meetings | | Mgmt | For | TNA | N/A |
| | 6.2 | Amend Articles of Association | | Mgmt | For | TNA | N/A |
| | 6.3 | Amend Articles of Association | | Mgmt | For | TNA | N/A |
| | 7.1 | Approve Remuneration of Directors in the Amount of CHF 8.8 Million | | Mgmt | For | TNA | N/A |
| | 7.2 | Approve Maximum Remuneration of Executive Committee in the Amount of CHF 90 Million | | Mgmt | For | TNA | N/A |
| | 7.3 | Approve Remuneration Report | | Mgmt | For | TNA | N/A |
| | 8.1 | Reelect Joerg Reinhardt as Director and Board Chair | | Mgmt | For | TNA | N/A |
| | 8.2 | Reelect Nancy Andrews as Director | | Mgmt | For | TNA | N/A |
| | 8.3 | Reelect Ton Buechner as Director | | Mgmt | For | TNA | N/A |
| | 8.4 | Reelect Patrice Bula as Director | | Mgmt | For | TNA | N/A |
| | 8.5 | Reelect Elizabeth Doherty as Director | | Mgmt | For | TNA | N/A |
| | 8.6 | Reelect Bridgette Heller as Director | | Mgmt | For | TNA | N/A |
| | 8.7 | Reelect Daniel Hochstrasser as Director | | Mgmt | For | TNA | N/A |
| | 8.8 | Reelect Frans van Houten as Director | | Mgmt | For | TNA | N/A |
| | 8.9 | Reelect Simon Moroney as Director | | Mgmt | For | TNA | N/A |
| | 8.10 | Reelect Ana de Pro Gonzalo as Director | | Mgmt | For | TNA | N/A |
| | 8.11 | Reelect Charles Sawyers as Director | | Mgmt | For | TNA | N/A |
| | 8.12 | Reelect William Winters as Director | | Mgmt | For | TNA | N/A |
| | 8.13 | Elect John Young as Director | | Mgmt | For | TNA | N/A |
| | 9.1 | Reappoint Patrice Bula as Member of the Compensation Committee | | Mgmt | For | TNA | N/A |
| | 9.2 | Reappoint Bridgette Heller as Member of the Compensation Committee | | Mgmt | For | TNA | N/A |
| | 9.3 | Reappoint Simon Moroney as Member of the Compensation Committee | | Mgmt | For | TNA | N/A |
| | 9.4 | Reappoint William Winters as Member of the Compensation Committee | | Mgmt | For | TNA | N/A |
| | 10 | Ratify KPMG AG as Auditors | | Mgmt | For | TNA | N/A |
| | 11 | Designate Peter Zahn as Independent Proxy | | Mgmt | For | TNA | N/A |
| | 12 | Transact Other Business (Voting) | | Mgmt | For | TNA | N/A |
|
|
|
| Novo Nordisk A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NOVOB | CINS K72807132 | | 03/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Denmark | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Accounts and Reports | | Mgmt | For | For | For |
| | 7 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 8 | Remuneration Report | | Mgmt | For | For | For |
| | 9 | Directors' Fees 2022 | | Mgmt | For | For | For |
| | 10 | Directors' Fees 2023 | | Mgmt | For | For | For |
| | 11 | Amendments to Remuneration Policy | | Mgmt | For | For | For |
| | 12 | Elect Helge Lund as Chair | | Mgmt | For | For | For |
| | 13 | Elect Henrik Poulsen as Vice Chair | | Mgmt | For | For | For |
| | 14 | Elect Laurence Debroux | | Mgmt | For | For | For |
| | 15 | Elect Andreas Fibig | | Mgmt | For | For | For |
| | 16 | Elect Sylvie Gregoire | | Mgmt | For | For | For |
| | 17 | Elect Kasim Kutay | | Mgmt | For | For | For |
| | 18 | Elect Christina Choi Lai Law | | Mgmt | For | For | For |
| | 19 | Elect Martin Mackay | | Mgmt | For | Against | Against |
| | 20 | Appointment of Auditor | | Mgmt | For | For | For |
| | 21 | Cancellation of Shares | | Mgmt | For | For | For |
| | 22 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 23 | Authority to Issue Shares w/ or w/o Preemptive Rights | | Mgmt | For | For | For |
| | 24 | Shareholder Proposal Regarding Company's Product pricing | | ShrHoldr | Against | Against | For |
| | 25 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 26 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 27 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 28 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| NRG Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NRG | CUSIP 629377508 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect E. Spencer Abraham | | Mgmt | For | For | For |
| | 2 | Elect Antonio Carrillo | | Mgmt | For | For | For |
| | 3 | Elect Matthew Carter, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Lawrence S. Coben | | Mgmt | For | For | For |
| | 5 | Elect Heather Cox | | Mgmt | For | For | For |
| | 6 | Elect Elisabeth B. Donohue | | Mgmt | For | For | For |
| | 7 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 8 | Elect Paul W. Hobby | | Mgmt | For | For | For |
| | 9 | Elect Alexandra Pruner | | Mgmt | For | For | For |
| | 10 | Elect Anne C. Schaumburg | | Mgmt | For | For | For |
| | 11 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Nucor Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NUE | CUSIP 670346105 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Norma B. Clayton | | Mgmt | For | For | For |
| | 1.2 | Elect Patrick J. Dempsey | | Mgmt | For | For | For |
| | 1.3 | Elect Christopher J. Kearney | | Mgmt | For | For | For |
| | 1.4 | Elect Laurette T. Koellner | | Mgmt | For | For | For |
| | 1.5 | Elect Michael W. Lamach | | Mgmt | For | For | For |
| | 1.6 | Elect Joseph D. Rupp | | Mgmt | For | For | For |
| | 1.7 | Elect Leon J. Topalian | | Mgmt | For | For | For |
| | 1.8 | Elect Nadja Y. West | | 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 |
|
|
|
| nVent Electric plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NVT | CUSIP G6700G107 | | 05/12/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sherry A. Aaholm | | Mgmt | For | For | For |
| | 2 | Elect Jerry W. Burris | | Mgmt | For | For | For |
| | 3 | Elect Susan M. Cameron | | Mgmt | For | For | For |
| | 4 | Elect Michael L. Ducker | | Mgmt | For | For | For |
| | 5 | Elect Randall J. Hogan, III | | Mgmt | For | For | For |
| | 6 | Elect Danita Ostling | | Mgmt | For | For | For |
| | 7 | Elect Nicola T. Palmer | | Mgmt | For | For | For |
| | 8 | Elect Herbert K. Parker | | Mgmt | For | For | For |
| | 9 | Elect Greg Scheu | | Mgmt | For | For | For |
| | 10 | Elect Beth A. Wozniak | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 14 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 15 | Authority to Set Offering Price of Shares | | Mgmt | For | For | For |
|
|
|
| NVIDIA Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NVDA | CUSIP 67066G104 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert K. Burgess | | Mgmt | For | For | For |
| | 2 | Elect Tench Coxe | | Mgmt | For | For | For |
| | 3 | Elect John O. Dabiri | | Mgmt | For | For | For |
| | 4 | Elect Persis S. Drell | | Mgmt | For | For | For |
| | 5 | Elect Jen-Hsun Huang | | Mgmt | For | For | For |
| | 6 | Elect Dawn Hudson | | Mgmt | For | For | For |
| | 7 | Elect Harvey C. Jones | | Mgmt | For | For | For |
| | 8 | Elect Michael G. McCaffery | | Mgmt | For | For | For |
| | 9 | Elect Stephen C. Neal | | Mgmt | For | For | For |
| | 10 | Elect Mark L. Perry | | Mgmt | For | For | For |
| | 11 | Elect A. Brooke Seawell | | Mgmt | For | For | For |
| | 12 | Elect Aarti Shah | | Mgmt | For | For | For |
| | 13 | Elect Mark A. Stevens | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| NVR, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NVR | CUSIP 62944T105 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Paul C. Saville | | Mgmt | For | For | For |
| | 2 | Elect C. E. Andrews | | Mgmt | For | For | For |
| | 3 | Elect Sallie B. Bailey | | Mgmt | For | For | For |
| | 4 | Elect Thomas D. Eckert | | Mgmt | For | For | For |
| | 5 | Elect Alfred E. Festa | | Mgmt | For | Against | Against |
| | 6 | Elect Alexandra A. Jung | | Mgmt | For | For | For |
| | 7 | Elect Mel Martinez | | Mgmt | For | For | For |
| | 8 | Elect David A. Preiser | | Mgmt | For | For | For |
| | 9 | Elect W. Grady Rosier | | Mgmt | For | For | For |
| | 10 | Elect Susan Williamson Ross | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Occidental Petroleum Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OXY | CUSIP 674599105 | | 05/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Vicky A. Bailey | | Mgmt | For | For | For |
| | 2 | Elect Andrew Gould | | Mgmt | For | For | For |
| | 3 | Elect Carlos M. Gutierrez | | Mgmt | For | For | For |
| | 4 | Elect Vicki A. Hollub | | Mgmt | For | For | For |
| | 5 | Elect William R. Klesse | | Mgmt | For | For | For |
| | 6 | Elect Jack B. Moore | | Mgmt | For | For | For |
| | 7 | Elect Claire O'Neill | | Mgmt | For | For | For |
| | 8 | Elect Avedick B. Poladian | | Mgmt | For | For | For |
| | 9 | Elect Kenneth B. Robinson | | Mgmt | For | For | For |
| | 10 | Elect Robert M. Shearer | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| OCI Global | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OCI | CINS N6667A111 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Remuneration Report | | Mgmt | For | Against | Against |
| | 6 | Accounts and Reports | | Mgmt | For | For | For |
| | 7 | Remuneration Policy | | Mgmt | For | For | For |
| | 8 | Non-Executive Remuneration Policy | | Mgmt | For | For | For |
| | 9 | Ratification of Executive Directors' Acts | | Mgmt | For | For | For |
| | 10 | Ratification of Non-Executive Directors' Acts | | Mgmt | For | For | For |
| | 11 | Elect Nadia Sawiris to the Board of Directors | | Mgmt | For | For | For |
| | 12 | Elect Michael L. Bennett to the Board of Directors | | Mgmt | For | For | For |
| | 13 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 14 | Authority to Suppress Preemptive Rights | | Mgmt | For | Against | Against |
| | 15 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 16 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 17 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 18 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| OCI NV | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OCI | CINS N6667A111 | | 02/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Open Meeting | | Mgmt | N/A | N/A | N/A |
| | 2 | Amend Articles Re: Increase Nominal Value of Shares in the Share Capital and Subsequently Decrease the Nominal Value of Shares in the Share Capital, Combined with a Repayment of Capital | | Mgmt | For | For | For |
| | 3 | Close Meeting | | Mgmt | N/A | N/A | N/A |
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| OCI NV | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OCI | CINS N6667A111 | | 08/19/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Extraordinary Shareholders | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Open Meeting | | Mgmt | N/A | N/A | N/A |
| | 2 | Amend Articles Re: Increase Nominal Value of Shares in the Share Capital and Subsequently Decrease the Nominal Value of Shares in the Share Capital, Combined with a Repayment of Capital | | Mgmt | For | For | For |
| | 3 | Close Meeting | | Mgmt | N/A | N/A | N/A |
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| Okta, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OKTA | CUSIP 679295105 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Shellye L. Archambeau | | Mgmt | For | For | For |
| | 1.2 | Elect Robert L. Dixon, Jr. | | Mgmt | For | For | For |
| | 1.3 | Elect Benjamin A. Horowitz | | 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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| Olin Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OLN | CUSIP 680665205 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Beverley A. Babcock | | Mgmt | For | For | For |
| | 2 | Elect C. Robert Bunch | | Mgmt | For | For | For |
| | 3 | Elect Matthew S. Darnall | | Mgmt | For | For | For |
| | 4 | Elect Earl L. Shipp | | Mgmt | For | For | For |
| | 5 | Elect Scott M. Sutton | | Mgmt | For | For | For |
| | 6 | Elect William H. Weideman | | Mgmt | For | For | For |
| | 7 | Elect W. Anthony Will | | Mgmt | For | For | For |
| | 8 | Elect Carol A. Williams | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
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| Olympus Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 7733 | CINS J61240107 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Amendments to Articles | | Mgmt | For | For | For |
| | 3 | Elect Sumitaka Fujita | | Mgmt | For | For | For |
| | 4 | Elect Yasumasa Masuda | | Mgmt | For | For | For |
| | 5 | Elect David Robert Hale | | Mgmt | For | For | For |
| | 6 | Elect Jimmy C. Beasley | | Mgmt | For | For | For |
| | 7 | Elect Sachiko Ichikawa | | Mgmt | For | For | For |
| | 8 | Elect Yasushi Shingai | | Mgmt | For | For | For |
| | 9 | Elect Kohei Kan | | Mgmt | For | For | For |
| | 10 | Elect Gary John Pruden | | Mgmt | For | For | For |
| | 11 | Elect Tatsuro Kosaka | | Mgmt | For | For | For |
| | 12 | Elect Luann Marie Pendy | | Mgmt | For | For | For |
| | 13 | Elect Yasuo Takeuchi | | Mgmt | For | For | For |
| | 14 | Elect Stefan Kaufmann | | Mgmt | For | For | For |
| | 15 | Elect Toshihiko Okubo | | Mgmt | For | For | For |
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| OMV AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OMV | CINS A51460110 | | 05/31/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Ordinary | Austria | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 5 | Allocation of Dividend | | Mgmt | For | TNA | N/A |
| | 6 | Allocation of Special Dividend | | Mgmt | For | TNA | N/A |
| | 7 | Ratification of Management Board Acts | | Mgmt | For | TNA | N/A |
| | 8 | Ratification of Rainer Seele's Acts for FY2021 | | Mgmt | For | TNA | N/A |
| | 9 | Ratification of Supervisory Board Acts | | Mgmt | For | TNA | N/A |
| | 10 | Supervisory Board Remuneration Policy | | Mgmt | For | TNA | N/A |
| | 11 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 12 | Remuneration Report | | Mgmt | For | TNA | N/A |
| | 13 | Long-Term Incentive Plan 2023 | | Mgmt | For | TNA | N/A |
| | 14 | Annual Bonus Equity Deferral 2023 | | Mgmt | For | TNA | N/A |
| | 15 | Elect Lutz Feldmann as Supervisory Board Member | | Mgmt | For | TNA | N/A |
| | 16 | Authority to Repurchase and Reissue Shares | | Mgmt | For | TNA | N/A |
| | 17 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
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| ONO PHARMACEUTICAL CO.,LTD. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 4528 | CINS J61546115 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Gyo Sagara | | Mgmt | For | For | For |
| | 4 | Elect Toshihiro Tsujinaka | | Mgmt | For | For | For |
| | 5 | Elect Toichi Takino | | Mgmt | For | For | For |
| | 6 | Elect Kiyoaki Idemitsu | | Mgmt | For | For | For |
| | 7 | Elect Masao Nomura | | Mgmt | For | For | For |
| | 8 | Elect Akiko Okuno | | Mgmt | For | For | For |
| | 9 | Elect Shusaku Nagae | | Mgmt | For | For | For |
| | 10 | Elect Hironobu Tanisaka | | Mgmt | For | Against | Against |
| | 11 | Elect Akiko Tanabe | | Mgmt | For | Against | Against |
| | 12 | Statutory Auditors' Fees | | Mgmt | For | For | For |
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| O'Reilly Automotive, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORLY | CUSIP 67103H107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David E. O'Reilly | | Mgmt | For | For | For |
| | 2 | Elect Larry P. O'Reilly | | Mgmt | For | For | For |
| | 3 | Elect Greg Henslee | | Mgmt | For | For | For |
| | 4 | Elect Jay D. Burchfield | | Mgmt | For | For | For |
| | 5 | Elect Thomas T. Hendrickson | | Mgmt | For | For | For |
| | 6 | Elect John R. Murphy | | Mgmt | For | For | For |
| | 7 | Elect Dana M. Perlman | | Mgmt | For | For | For |
| | 8 | Elect Maria A. Sastre | | Mgmt | For | For | For |
| | 9 | Elect Andrea M. Weiss | | Mgmt | For | For | For |
| | 10 | Elect Fred Whitfield | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
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| Otis Worldwide Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OTIS | CUSIP 68902V107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey H. Black | | Mgmt | For | For | For |
| | 2 | Elect Nelda J. Connors | | Mgmt | For | For | For |
| | 3 | Elect Kathy Hopinkah Hannan | | Mgmt | For | For | For |
| | 4 | Elect Shailesh G. Jejurikar | | Mgmt | For | For | For |
| | 5 | Elect Christopher J. Kearney | | Mgmt | For | For | For |
| | 6 | Elect Judith F. Marks | | Mgmt | For | For | For |
| | 7 | Elect Harold W. McGraw III | | Mgmt | For | For | For |
| | 8 | Elect Margaret M.V. Preston | | Mgmt | For | For | For |
| | 9 | Elect Shelley Stewart, Jr. | | Mgmt | For | For | For |
| | 10 | Elect John H. Walker | | 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 Independent Chair | | ShrHoldr | Against | Against | For |
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| Owens Corning | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OC | CUSIP 690742101 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Brian D. Chambers | | Mgmt | For | For | For |
| | 2 | Elect Eduardo E. Cordeiro | | Mgmt | For | For | For |
| | 3 | Elect Adrienne D. Elsner | | Mgmt | For | For | For |
| | 4 | Elect Alfred E. Festa | | Mgmt | For | For | For |
| | 5 | Elect Edward F. Lonergan | | Mgmt | For | For | For |
| | 6 | Elect Maryann T. Mannen | | Mgmt | For | For | For |
| | 7 | Elect Paul E. Martin | | Mgmt | For | For | For |
| | 8 | Elect W. Howard Morris | | Mgmt | For | For | For |
| | 9 | Elect Suzanne P. Nimocks | | Mgmt | For | For | For |
| | 10 | Elect John D. Williams | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Approval of the 2023 Stock Plan | | Mgmt | For | For | For |
| | 15 | Amendment to Allow Exculpation of Officers | | Mgmt | For | For | For |
| | 16 | Amendment Regarding Exclusive Forum Provisions | | Mgmt | For | Against | Against |
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| Palo Alto Networks, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PANW | CINS 697435105 | | 12/13/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Amend Omnibus Stock Plan | | Mgmt | For | Against | Against |
| | 4 | Elect Director Helene D. Gayle | | Mgmt | For | For | For |
| | 5 | Elect Director James J. Goetz | | Mgmt | For | For | For |
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| Pandora A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PNDORA | CINS K7681L102 | | 03/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Denmark | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Accounts and Reports | | Mgmt | For | For | For |
| | 6 | Remuneration Report | | Mgmt | For | For | For |
| | 7 | Directors' Fees | | Mgmt | For | For | For |
| | 8 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 9 | Elect Peter A. Ruzicka | | Mgmt | For | For | For |
| | 10 | Elect Christian Frigast | | Mgmt | For | For | For |
| | 11 | Elect Birgitta Stymne Goransson | | Mgmt | For | For | For |
| | 12 | Elect Marianne Kirkegaard | | Mgmt | For | For | For |
| | 13 | Elect Catherine Spindler | | Mgmt | For | Against | Against |
| | 14 | Elect Jan Zijderveld | | Mgmt | For | For | For |
| | 15 | Elect Lilian Fossum Biner | | Mgmt | For | For | For |
| | 16 | Appointment of Auditor | | Mgmt | For | For | For |
| | 17 | Ratification of Board and Management Acts | | Mgmt | For | For | For |
| | 18 | Cancellation of Shares | | Mgmt | For | For | For |
| | 19 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 20 | Authorization of Legal Formalities | | Mgmt | For | For | For |
| | 21 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 22 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 23 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 24 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 25 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 26 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| Parker-Hannifin Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PH | CINS 701094104 | | 10/26/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Elect Director Lee C. Banks | | Mgmt | For | For | For |
| | 4 | Elect Director Jillian C. Evanko | | Mgmt | For | For | For |
| | 5 | Elect Director Lance M. Fritz | | Mgmt | For | For | For |
| | 6 | Elect Director Linda A. Harty | | Mgmt | For | For | For |
| | 7 | Elect Director William F. Lacey | | Mgmt | For | For | For |
| | 8 | Elect Director Kevin A. Lobo | | Mgmt | For | For | For |
| | 9 | Elect Director Joseph Scaminace | | Mgmt | For | For | For |
| | 10 | Elect Director Ake Svensson | | Mgmt | For | For | For |
| | 11 | Elect Director Laura K. Thompson | | Mgmt | For | For | For |
| | 12 | Elect Director James R. Verrier | | Mgmt | For | For | For |
| | 13 | Elect Director James L. Wainscott | | Mgmt | For | For | For |
| | 14 | Elect Director Thomas L. Williams | | Mgmt | For | For | For |
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| PayPal Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PYPL | CUSIP 70450Y103 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Rodney C. Adkins | | Mgmt | For | For | For |
| | 2 | Elect Jonathan Christodoro | | Mgmt | For | For | For |
| | 3 | Elect John J. Donahoe II | | Mgmt | For | For | For |
| | 4 | Elect David W. Dorman | | Mgmt | For | For | For |
| | 5 | Elect Belinda J. Johnson | | Mgmt | For | For | For |
| | 6 | Elect Enrique Lores | | Mgmt | For | For | For |
| | 7 | Elect Gail J. McGovern | | Mgmt | For | For | For |
| | 8 | Elect Deborah M. Messemer | | Mgmt | For | For | For |
| | 9 | Elect David M. Moffett | | Mgmt | For | For | For |
| | 10 | Elect Ann M. Sarnoff | | Mgmt | For | For | For |
| | 11 | Elect Daniel H. Schulman | | Mgmt | For | For | For |
| | 12 | Elect Frank D. Yeary | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Amendment to the 2015 Equity Incentive Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Policy Against Discriminatory Exclusion in Conflict Zones | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Transparency Reports and Account Suspensions | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Majority Vote for Election of Directors | | ShrHoldr | Against | For | Against |
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| PepsiCo, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PEP | CUSIP 713448108 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Segun Agbaje | | Mgmt | For | For | For |
| | 2 | Elect Jennifer Bailey | | Mgmt | For | For | For |
| | 3 | Elect Cesar Conde | | Mgmt | For | For | For |
| | 4 | Elect Ian M. Cook | | Mgmt | For | For | For |
| | 5 | Elect Edith W. Cooper | | Mgmt | For | For | For |
| | 6 | Elect Susan M. Diamond | | Mgmt | For | For | For |
| | 7 | Elect Dina Dublon | | Mgmt | For | For | For |
| | 8 | Elect Michelle D. Gass | | Mgmt | For | For | For |
| | 9 | Elect Ramon L. Laguarta | | Mgmt | For | For | For |
| | 10 | Elect Dave Lewis | | Mgmt | For | For | For |
| | 11 | Elect David C. Page | | Mgmt | For | For | For |
| | 12 | Elect Robert C. Pohlad | | Mgmt | For | For | For |
| | 13 | Elect Daniel L. Vasella | | Mgmt | For | For | For |
| | 14 | Elect Darren Walker | | Mgmt | For | For | For |
| | 15 | Elect Alberto Weisser | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 18 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 20 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Congruency Report on Net-Zero Emissions Policy | | ShrHoldr | Against | Against | For |
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| Pfizer Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PFE | CUSIP 717081103 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ronald E. Blaylock | | Mgmt | For | For | For |
| | 2 | Elect Albert Bourla | | Mgmt | For | For | For |
| | 3 | Elect Susan Desmond-Hellmann | | Mgmt | For | For | For |
| | 4 | Elect Joseph J. Echevarria | | Mgmt | For | For | For |
| | 5 | Elect Scott Gottlieb | | Mgmt | For | For | For |
| | 6 | Elect Helen H. Hobbs | | Mgmt | For | For | For |
| | 7 | Elect Susan Hockfield | | Mgmt | For | For | For |
| | 8 | Elect Dan R. Littman | | Mgmt | For | For | For |
| | 9 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 10 | Elect Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 11 | Elect James Quincey | | Mgmt | For | For | For |
| | 12 | Elect James C. Smith | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Intellectual Property | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
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| Philip Morris International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PM | CUSIP 718172109 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Brant (Bonin) Bough | | Mgmt | For | For | For |
| | 2 | Elect Andre Calantzopoulos | | Mgmt | For | For | For |
| | 3 | Elect Michel Combes | | Mgmt | For | For | For |
| | 4 | Elect Juan Jose Daboub | | Mgmt | For | For | For |
| | 5 | Elect Werner Geissler | | Mgmt | For | For | For |
| | 6 | Elect Lisa A. Hook | | Mgmt | For | For | For |
| | 7 | Elect Jun Makihara | | Mgmt | For | For | For |
| | 8 | Elect Kalpana Morparia | | Mgmt | For | For | For |
| | 9 | Elect Jacek Olczak | | Mgmt | For | For | For |
| | 10 | Elect Robert B. Polet | | Mgmt | For | For | For |
| | 11 | Elect Dessislava Temperley | | Mgmt | For | For | For |
| | 12 | Elect Shlomo Yanai | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Nicotine Levels in Tobacco Products | | ShrHoldr | Against | Against | For |
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| Pinterest, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PINS | CUSIP 72352L106 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey Jordan | | Mgmt | For | Against | Against |
| | 2 | Elect Jeremy Levine | | Mgmt | For | Against | Against |
| | 3 | Elect Gokul Rajaram | | Mgmt | For | For | For |
| | 4 | Elect Marc Steinberg | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Report on Harassment and Discrimination | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Report on Government Requests for Content Removal | | ShrHoldr | Against | Against | For |
|
|
|
| Popular, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BPOP | CUSIP 733174700 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ignacio Alvarez | | Mgmt | For | For | For |
| | 2 | Elect Joaquin E. Bacardi, III | | Mgmt | For | For | For |
| | 3 | Elect Alejandro M. Ballester | | Mgmt | For | For | For |
| | 4 | Elect Robert Carrady | | Mgmt | For | For | For |
| | 5 | Elect Richard L. Carrion | | Mgmt | For | For | For |
| | 6 | Elect Betty K. DeVita | | Mgmt | For | For | For |
| | 7 | Elect John W. Diercksen | | Mgmt | For | For | For |
| | 8 | Elect Maria Luisa Ferre Rangel | | Mgmt | For | For | For |
| | 9 | Elect C. Kim Goodwin | | Mgmt | For | For | For |
| | 10 | Elect Jose R. Rodriguez | | Mgmt | For | For | For |
| | 11 | Elect Alejandro M. Sanchez | | Mgmt | For | For | For |
| | 12 | Elect Myrna M. Soto | | Mgmt | For | For | For |
| | 13 | Elect Carlos A. Unanue | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| PPL Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PPL | CUSIP 69351T106 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Arthur P. Beattie | | Mgmt | For | For | For |
| | 2 | Elect Raja Rajamannar | | Mgmt | For | For | For |
| | 3 | Elect Heather B. Redman | | Mgmt | For | For | For |
| | 4 | Elect Craig A. Rogerson | | Mgmt | For | For | For |
| | 5 | Elect Vincent Sorgi | | Mgmt | For | For | For |
| | 6 | Elect Linda G. Sullivan | | Mgmt | For | For | For |
| | 7 | Elect Natica von Althann | | Mgmt | For | For | For |
| | 8 | Elect Keith H. Williamson | | Mgmt | For | For | For |
| | 9 | Elect Phoebe A. Wood | | Mgmt | For | For | For |
| | 10 | Elect Armando Zagalo de Lima | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Prologis, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PLD | CUSIP 74340W103 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Hamid R. Moghadam | | Mgmt | For | For | For |
| | 2 | Elect Cristina G. Bita | | Mgmt | For | For | For |
| | 3 | Elect James B. Connor | | Mgmt | For | For | For |
| | 4 | Elect George L. Fotiades | | Mgmt | For | For | For |
| | 5 | Elect Lydia H. Kennard | | Mgmt | For | For | For |
| | 6 | Elect Irving F. Lyons, III | | Mgmt | For | For | For |
| | 7 | Elect Avid Modjtabai | | Mgmt | For | For | For |
| | 8 | Elect David P. O'Connor | | Mgmt | For | For | For |
| | 9 | Elect Olivier Piani | | Mgmt | For | For | For |
| | 10 | Elect Jeffrey L. Skelton | | Mgmt | For | For | For |
| | 11 | Elect Carl B. Webb | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Prologis, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PLD | CINS 74340W103 | | 09/28/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Issue Shares in Connection with Merger | | Mgmt | For | For | For |
| | 2 | Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Prysmian S.p.A | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PRY | CINS T7630L105 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | Italy | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | For | For |
| | 4 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 5 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 6 | Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 7 | Remuneration Policy | | Mgmt | For | Against | Against |
| | 8 | Remuneration Report | | Mgmt | For | For | For |
| | 9 | Authority to Issue Shares to Service Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 10 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Public Service Enterprise Group Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PEG | ISIN US7445733048 | | 04/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ralph A. LaRossa | | Mgmt | For | For | For |
| | 2 | Elect Susan Tomasky | | Mgmt | For | For | For |
| | 3 | Elect Willie A. Deese | | Mgmt | For | For | For |
| | 4 | Elect Jamie M. Gentoso | | Mgmt | For | For | For |
| | 5 | Elect Barry H. Ostrowsky | | Mgmt | For | For | For |
| | 6 | Elect Valerie A. Smith | | Mgmt | For | For | For |
| | 7 | Elect Scott G. Stephenson | | Mgmt | For | For | For |
| | 8 | Elect Laura A. Sugg | | Mgmt | For | For | For |
| | 9 | Elect John P. Surma | | Mgmt | For | For | For |
| | 10 | Elect Alfred W. Zollar | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Elimination of Supermajority Requirement Regarding Business Combinations | | Mgmt | For | For | For |
| | 14 | Elimination of Supermajority Requirement to Remove Directors Without Cause | | Mgmt | For | For | For |
| | 15 | Elimination of Supermajority Requirement to Make certain Bylaw amendments | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Public Storage | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PSA | CUSIP 74460D109 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ronald L. Havner, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Tamara Hughes Gustavson | | Mgmt | For | For | For |
| | 3 | Elect Leslie Stone Heisz | | Mgmt | For | For | For |
| | 4 | Elect Shankh S. Mitra | | Mgmt | For | For | For |
| | 5 | Elect David J. Neithercut | | Mgmt | For | For | For |
| | 6 | Elect Rebecca L. Owen | | Mgmt | For | For | For |
| | 7 | Elect Kristy M. Pipes | | Mgmt | For | For | For |
| | 8 | Elect Avedick B. Poladian | | Mgmt | For | For | For |
| | 9 | Elect John Reyes | | Mgmt | For | For | For |
| | 10 | Elect Joseph D. Russell, Jr. | | Mgmt | For | For | For |
| | 11 | Elect Tariq M. Shaukat | | Mgmt | For | For | For |
| | 12 | Elect Ronald P. Spogli | | Mgmt | For | For | For |
| | 13 | Elect Paul S. Williams | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
|
|
|
| Pure Storage, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PSTG | CUSIP 74624M102 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Andrew Brown | | Mgmt | For | For | For |
| | 1.2 | Elect John Colgrove | | Mgmt | For | For | For |
| | 1.3 | Elect Roxanne Taylor | | Mgmt | For | Withhold | Against |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| QUALCOMM Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QCOM | CUSIP 747525103 | | 03/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Sylvia Acevedo | | Mgmt | For | For | For |
| | 2 | Elect Director Cristiano R. Amon | | Mgmt | For | For | For |
| | 3 | Elect Director Mark Fields | | Mgmt | For | For | For |
| | 4 | Elect Director Jeffrey W. Henderson | | Mgmt | For | For | For |
| | 5 | Elect Director Gregory N. Johnson | | Mgmt | For | For | For |
| | 6 | Elect Director Ann M. Livermore | | Mgmt | For | For | For |
| | 7 | Elect Director Mark D. McLaughlin | | Mgmt | For | For | For |
| | 8 | Elect Director Jamie S. Miller | | Mgmt | For | For | For |
| | 9 | Elect Director Irene B. Rosenfeld | | Mgmt | For | For | For |
| | 10 | Elect Director Kornelis (Neil) Smit | | Mgmt | For | For | For |
| | 11 | Elect Director Jean-Pascal Tricoire | | Mgmt | For | For | For |
| | 12 | Elect Director Anthony J. Vinciquerra | | Mgmt | For | For | For |
| | 13 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
| | 15 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| Range Resources Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RRC | CUSIP 75281A109 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Brenda A. Cline | | Mgmt | For | For | For |
| | 2 | Elect Margaret K. Dorman | | Mgmt | For | For | For |
| | 3 | Elect James M. Funk | | Mgmt | For | For | For |
| | 4 | Elect Steven D. Gray | | Mgmt | For | For | For |
| | 5 | Elect Gregory G. Maxwell | | Mgmt | For | For | For |
| | 6 | Elect Reginal W. Spiller | | Mgmt | For | For | For |
| | 7 | Elect Dennis L. Degner | | Mgmt | For | For | For |
| | 8 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 9 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Rational AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RAA | CINS D6349P107 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Germany | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 3 | Allocation of Dividends | | Mgmt | For | For | For |
| | 4 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 5 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 6 | Remuneration Report | | Mgmt | For | For | For |
| | 7 | Appointment of Auditor | | Mgmt | For | For | For |
| | 8 | Amendments to Articles (Annual General Meeting Location) | | Mgmt | For | For | For |
| | 9 | Amendments to Articles (Virtual AGM) | | Mgmt | For | For | For |
| | 10 | Amendments to Articles (Virtual AGM Participation of Supervisory Board Members) | | Mgmt | For | For | For |
| | 11 | Approval of Profit-and-Loss Transfer Agreements | | Mgmt | For | For | For |
| | 12 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 13 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 14 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 15 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Raytheon Technologies Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RTX | CUSIP 75513E101 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Tracy A. Atkinson | | Mgmt | For | For | For |
| | 2 | Elect Leanne G. Caret | | Mgmt | For | For | For |
| | 3 | Elect Bernard A. Harris, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Gregory J. Hayes | | Mgmt | For | For | For |
| | 5 | Elect George R. Oliver | | Mgmt | For | For | For |
| | 6 | Elect Robert K. Ortberg | | Mgmt | For | For | For |
| | 7 | Elect Dinesh C. Paliwal | | Mgmt | For | For | For |
| | 8 | Elect Ellen M. Pawlikowski | | Mgmt | For | For | For |
| | 9 | Elect Denise L. Ramos | | Mgmt | For | For | For |
| | 10 | Elect Fredric G. Reynolds | | Mgmt | For | For | For |
| | 11 | Elect Brian C. Rogers | | Mgmt | For | For | For |
| | 12 | Elect James A. Winnefeld, Jr. | | Mgmt | For | For | For |
| | 13 | Elect Robert O. Work | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 18 | Amendment to Articles to Limit Liability of Certain Officers | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | | ShrHoldr | Against | Against | For |
|
|
|
| Recruit Holdings Co., Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 6098 | CINS J6433A101 | | 06/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Elect Masumi Minegishi | | Mgmt | For | For | For |
| | 3 | Elect Hisayuki Idekoba | | Mgmt | For | For | For |
| | 4 | Elect Ayano Senaha | | Mgmt | For | For | For |
| | 5 | Elect Rony Kahan | | Mgmt | For | For | For |
| | 6 | Elect Naoki Izumiya | | Mgmt | For | For | For |
| | 7 | Elect Hiroki Totoki | | Mgmt | For | For | For |
| | 8 | Elect Keiko Honda | | Mgmt | For | For | For |
| | 9 | Elect Katrina Lake | | Mgmt | For | For | For |
| | 10 | Elect Miho Tanaka Miho Takahashi as Alternate Statutory Auditor | | Mgmt | For | Against | Against |
| | 11 | Directors' Fees | | Mgmt | For | For | For |
|
|
|
| Regency Centers Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | REG | CUSIP 758849103 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Martin E. Stein, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Bryce Blair | | Mgmt | For | For | For |
| | 3 | Elect C. Ronald Blankenship | | Mgmt | For | For | For |
| | 4 | Elect Kristin A. Campbell | | Mgmt | For | For | For |
| | 5 | Elect Deirdre J. Evens | | Mgmt | For | For | For |
| | 6 | Elect Thomas W. Furphy | | Mgmt | For | For | For |
| | 7 | Elect Karin M. Klein | | Mgmt | For | For | For |
| | 8 | Elect Peter D. Linneman | | Mgmt | For | For | For |
| | 9 | Elect David P. O'Connor | | Mgmt | For | For | For |
| | 10 | Elect Lisa Palmer | | Mgmt | For | For | For |
| | 11 | Elect James H. Simmons, III | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Regeneron Pharmaceuticals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | REGN | CUSIP 75886F107 | | 06/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Joseph L. Goldstein | | Mgmt | For | For | For |
| | 2 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 3 | Elect Craig B. Thompson | | Mgmt | For | For | For |
| | 4 | Elect Huda Y. Zoghbi | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| Reinsurance Group of America, Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RGA | CUSIP 759351604 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Pina Albo | | Mgmt | For | For | For |
| | 2 | Elect Tony Cheng | | Mgmt | For | For | For |
| | 3 | Elect John J. Gauthier | | Mgmt | For | For | For |
| | 4 | Elect Patricia L. Guinn | | Mgmt | For | For | For |
| | 5 | Elect Anna Manning | | Mgmt | For | For | For |
| | 6 | Elect Hazel M. McNeilage | | Mgmt | For | For | For |
| | 7 | Elect George Nichols, III | | Mgmt | For | For | For |
| | 8 | Elect Stephen T. O'Hearn | | Mgmt | For | For | For |
| | 9 | Elect Shundrawn A. Thomas | | Mgmt | For | For | For |
| | 10 | Elect Khanh T. Tran | | Mgmt | For | For | For |
| | 11 | Elect Steven C. Van Wyk | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Reliance Steel & Aluminum Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RS | CUSIP 759509102 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lisa L. Baldwin | | Mgmt | For | For | For |
| | 2 | Elect Karen W. Colonias | | Mgmt | For | For | For |
| | 3 | Elect Frank J. Dellaquila | | Mgmt | For | For | For |
| | 4 | Elect James D. Hoffman | | Mgmt | For | For | For |
| | 5 | Elect Mark V. Kaminski | | Mgmt | For | For | For |
| | 6 | Elect Karla R. Lewis | | Mgmt | For | For | For |
| | 7 | Elect Robert A. McEvoy | | Mgmt | For | For | For |
| | 8 | Elect David W. Seeger | | Mgmt | For | For | For |
| | 9 | Elect Douglas W. Stotlar | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Repsol, S.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | REP | CINS E8471S130 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Spain | | |
| | 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 | Report on Non-Financial Information | | Mgmt | For | For | For |
| | 6 | Ratification of Board Acts | | Mgmt | For | For | For |
| | 7 | Appointment of Auditor | | Mgmt | For | For | For |
| | 8 | Special Dividend | | Mgmt | For | For | For |
| | 9 | First Authority to Cancel Tresury Shares and Reduce Capital | | Mgmt | For | For | For |
| | 10 | Second Authority to Cancel Tresury Shares and Reduce Capital | | Mgmt | For | For | For |
| | 11 | Authority to Issue Debt Instruments | | Mgmt | For | For | For |
| | 12 | Elect Antonio Brufau Niubo | | Mgmt | For | For | For |
| | 13 | Elect Josu Jon Imaz San Miguel | | Mgmt | For | For | For |
| | 14 | Elect Arantza Estefania Larranaga | | Mgmt | For | For | For |
| | 15 | Elect Maria Teresa Garcia Mila Lloveras | | Mgmt | For | For | For |
| | 16 | Elect Henri Philippe Reichstul | | Mgmt | For | For | For |
| | 17 | Elect John Robinson West | | Mgmt | For | For | For |
| | 18 | Ratify Co-Option of Manuel Manrique Cecilia | | Mgmt | For | For | For |
| | 19 | Elect Maria del Pino Velazquez Medina | | Mgmt | For | For | For |
| | 20 | Remuneration Report | | Mgmt | For | For | For |
| | 21 | Remuneration Policy | | Mgmt | For | For | For |
| | 22 | Share Purchase Plan | | Mgmt | For | For | For |
| | 23 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 24 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Republic Services, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RSG | CUSIP 760759100 | | 05/12/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Manuel Kadre | | Mgmt | For | For | For |
| | 2 | Elect Tomago Collins | | Mgmt | For | For | For |
| | 3 | Elect Michael A. Duffy | | Mgmt | For | For | For |
| | 4 | Elect Thomas W. Handley | | Mgmt | For | For | For |
| | 5 | Elect Jennifer M. Kirk | | Mgmt | For | For | For |
| | 6 | Elect Michael Larson | | Mgmt | For | For | For |
| | 7 | Elect James P. Snee | | Mgmt | For | For | For |
| | 8 | Elect Brian S. Tyler | | Mgmt | For | For | For |
| | 9 | Elect Jon Vander Ark | | Mgmt | For | For | For |
| | 10 | Elect Sandra M. Volpe | | Mgmt | For | For | For |
| | 11 | Elect Katharine B. Weymouth | | Mgmt | For | Against | Against |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
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| RingCentral, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RNG | CINS 76680R206 | | 12/15/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Sridhar Srinivasan | | Mgmt | For | For | For |
| | 2 | Elect Director Vladimir Shmunis | | Mgmt | For | For | For |
| | 3 | Elect Director Kenneth Goldman | | Mgmt | For | For | For |
| | 4 | Elect Director Michelle McKenna | | Mgmt | For | For | For |
| | 5 | Elect Director Robert Theis | | Mgmt | For | For | For |
| | 6 | Elect Director Allan Thygesen | | Mgmt | For | For | For |
| | 7 | Elect Director Neil Williams | | Mgmt | For | For | For |
| | 8 | Elect Director Mignon Clyburn | | Mgmt | For | For | For |
| | 9 | Elect Director Arne Duncan | | Mgmt | For | For | For |
| | 10 | Elect Director Tarek Robbiati | | Mgmt | For | For | For |
| | 11 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 13 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Amend Omnibus Stock Plan | | Mgmt | For | Against | Against |
|
|
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| Rio Tinto plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RIO | CINS G75754104 | | 04/06/2023 | | 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 (UK) | | Mgmt | For | For | For |
| | 3 | Remuneration Report (AUS) | | Mgmt | For | For | For |
| | 4 | Approve Potential Termination Benefits | | Mgmt | For | For | For |
| | 5 | Elect Kaisa Hietala | | Mgmt | For | For | For |
| | 6 | Elect Dominic Barton | | Mgmt | For | For | For |
| | 7 | Elect Megan E. Clark | | Mgmt | For | For | For |
| | 8 | Elect Peter Cunningham | | Mgmt | For | For | For |
| | 9 | Elect Simon P. Henry | | Mgmt | For | For | For |
| | 10 | Elect Sam H. Laidlaw | | Mgmt | For | For | For |
| | 11 | Elect Simon McKeon | | Mgmt | For | For | For |
| | 12 | Elect Jennifer Nason | | Mgmt | For | For | For |
| | 13 | Elect Jakob Stausholm | | Mgmt | For | For | For |
| | 14 | Elect Ngaire Woods | | Mgmt | For | For | For |
| | 15 | Elect Ben Wyatt | | Mgmt | For | For | For |
| | 16 | Appointment of Auditor | | Mgmt | For | For | For |
| | 17 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 18 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| Rio Tinto Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RIO | CINS G75754104 | | 10/25/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Proposed Joint Venture with China Baowu Steel Group Co., Ltd | | Mgmt | For | For | For |
| | 2 | Approve Any Acquisition or Disposal of a Substantial Asset from or to China Baowu Steel Group Co., Ltd or its Associates Pursuant to a Future Transaction | | Mgmt | For | For | For |
|
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| Roblox Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RBLX | CUSIP 771049103 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect David Baszucki | | Mgmt | For | For | For |
| | 1.2 | Elect Gregory Baszucki | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Roku, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ROKU | CUSIP 77543R102 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey Blackburn | | Mgmt | For | For | For |
| | 2 | Elect Jeffrey Hastings | | Mgmt | For | For | For |
| | 3 | Elect Neil Hunt | | Mgmt | For | For | For |
| | 4 | Elect Anthony Wood | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
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| RWE AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RWE | CINS D6629K109 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Germany | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Allocation of Dividends | | Mgmt | For | For | For |
| | 7 | Ratify Markus Krebber | | Mgmt | For | For | For |
| | 8 | Ratify Michael Muller | | Mgmt | For | For | For |
| | 9 | Ratify Zvezdana Seeger | | Mgmt | For | For | For |
| | 10 | Ratify Werner Brandt | | Mgmt | For | For | For |
| | 11 | Ratify Ralf Sikorski | | Mgmt | For | For | For |
| | 12 | Ratify Michael Bochinsky | | Mgmt | For | For | For |
| | 13 | Ratify Sandra Bossemeyer | | Mgmt | For | For | For |
| | 14 | Ratify Hans Bunting | | Mgmt | For | For | For |
| | 15 | Ratify Matthias Durbaum | | Mgmt | For | For | For |
| | 16 | Ratify Ute Gerbaulet | | Mgmt | For | For | For |
| | 17 | Ratify Hans-Peter Keitel | | Mgmt | For | For | For |
| | 18 | Ratify Monika Kircher | | Mgmt | For | For | For |
| | 19 | Ratify Thomas Kufen | | Mgmt | For | For | For |
| | 20 | Ratify Reiner van Limbeck | | Mgmt | For | For | For |
| | 21 | Ratify Harald Louis | | Mgmt | For | For | For |
| | 22 | Ratify Dagmar Paasch | | Mgmt | For | For | For |
| | 23 | Ratify Erhard Schipporeit | | Mgmt | For | For | For |
| | 24 | Ratify Dirk Schumacher | | Mgmt | For | For | For |
| | 25 | Ratify Ullrich Sierau | | Mgmt | For | For | For |
| | 26 | Ratify Hauke Stars | | Mgmt | For | For | For |
| | 27 | Ratify Helle Valentin | | Mgmt | For | For | For |
| | 28 | Ratify Andreas Wagner | | Mgmt | For | For | For |
| | 29 | Ratify Marion Weckes | | Mgmt | For | For | For |
| | 30 | Appointment of Auditor | | Mgmt | For | For | For |
| | 31 | Appointment of Auditor for Interim Statements | | Mgmt | For | For | For |
| | 32 | Remuneration Report | | Mgmt | For | For | For |
| | 33 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 34 | Authority to Issue Convertible Debt Instruments; Increase in Conditional Capital | | Mgmt | For | For | For |
| | 35 | Increase in Authorised Capital | | Mgmt | For | For | For |
| | 36 | Amendments to Articles (Virtual Meeting) | | Mgmt | For | For | For |
| | 37 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 38 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Sampo Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SAMPO | CINS X75653109 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Finland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 8 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 9 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 10 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 11 | Accounts and Reports | | Mgmt | For | For | For |
| | 12 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 13 | Ratification of Board and CEO Acts | | Mgmt | For | For | For |
| | 14 | Remuneration Report | | Mgmt | For | For | For |
| | 15 | Directors' Fees | | Mgmt | For | For | For |
| | 16 | Board Size | | Mgmt | For | For | For |
| | 17 | Election of Directors | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Appointment of Auditor | | Mgmt | For | For | For |
| | 20 | Partial Demerger (Mandatum plc) | | Mgmt | For | For | For |
| | 21 | Amendments to Articles | | Mgmt | For | For | For |
| | 22 | Amendments to Articles (Virtual Meeting) | | Mgmt | For | For | For |
| | 23 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 24 | Authority to Issue Shares w/ or w/o Preemptive Rights | | Mgmt | For | For | For |
| | 25 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
|
|
|
| SBA Communications Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SBAC | CUSIP 78410G104 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Steven E. Bernstein | | Mgmt | For | For | For |
| | 2 | Elect Laurie Bowen | | Mgmt | For | For | For |
| | 3 | Elect Amy E. Wilson | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Schlumberger Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SLB | ISIN BRSLBGBDR003 | | 04/05/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter J. Coleman | | Mgmt | For | TNA | N/A |
| | 2 | Elect Patrick de La Chevardière | | Mgmt | For | TNA | N/A |
| | 3 | Elect Miguel M. Galuccio | | Mgmt | For | TNA | N/A |
| | 4 | Elect Olivier Le Peuch | | Mgmt | For | TNA | N/A |
| | 5 | Elect Samuel Georg Friedrich Leupold | | Mgmt | For | TNA | N/A |
| | 6 | Elect Tatiana A. Mitrova | | Mgmt | For | TNA | N/A |
| | 7 | Elect Maria Moræus Hanssen | | Mgmt | For | TNA | N/A |
| | 8 | Elect Vanitha Narayanan | | Mgmt | For | TNA | N/A |
| | 9 | Elect Mark G. Papa | | Mgmt | For | TNA | N/A |
| | 10 | Elect Jeffrey W. Sheets | | Mgmt | For | TNA | N/A |
| | 11 | Elect Ulrich Spiesshofer | | Mgmt | For | TNA | N/A |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | TNA | Against |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | TNA | N/A |
| | 14 | Accounts and Reports; Approval of Dividend | | Mgmt | For | TNA | N/A |
| | 15 | Ratification of Auditor | | Mgmt | For | TNA | N/A |
|
|
|
| Sealed Air Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SEE | CUSIP 81211K100 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Elizabeth M. Adefioye | | Mgmt | For | For | For |
| | 2 | Elect Zubaid Ahmad | | Mgmt | For | For | For |
| | 3 | Elect Kevin C. Berryman | | Mgmt | For | For | For |
| | 4 | Elect Francoise Colpron | | Mgmt | For | For | For |
| | 5 | Elect Edward L. Doheny II | | Mgmt | For | For | For |
| | 6 | Elect Clay M. Johnson | | Mgmt | For | For | For |
| | 7 | Elect Henry R. Keizer | | Mgmt | For | For | For |
| | 8 | Elect Harry A. Lawton III | | Mgmt | For | For | For |
| | 9 | Elect Suzanne B. Rowland | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| SEI Investments Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SEIC | CUSIP 784117103 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ryan Hicke | | Mgmt | For | For | For |
| | 2 | Elect Kathryn M. McCarthy | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Sekisui Chemical Co., Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 4204 | CINS J70703137 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Teiji Koge | | Mgmt | For | For | For |
| | 4 | Elect Keita Kato | | Mgmt | For | For | For |
| | 5 | Elect Futoshi Kamiwaki | | Mgmt | For | For | For |
| | 6 | Elect Yoshiyuki Hirai | | Mgmt | For | For | For |
| | 7 | Elect Toshiyuki Kamiyoshi | | Mgmt | For | For | For |
| | 8 | Elect Ikusuke Shimizu | | Mgmt | For | For | For |
| | 9 | Elect Kazuya Murakami | | Mgmt | For | For | For |
| | 10 | Elect Hiroshi Oeda | | Mgmt | For | For | For |
| | 11 | Elect Haruko Nozaki | | Mgmt | For | For | For |
| | 12 | Elect Miharu Koezuka | | Mgmt | For | For | For |
| | 13 | Elect Machiko Miyai | | Mgmt | For | For | For |
| | 14 | Elect Yoshihiko Hatanaka | | Mgmt | For | For | For |
| | 15 | Elect Tomoyasu Izugami | | Mgmt | For | For | For |
| | 16 | Elect Wakyu Shimmen | | Mgmt | For | For | For |
| | 17 | Elect Kenji Tanaka | | Mgmt | For | For | For |
|
|
|
| Shell Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHEL | CINS G80827101 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Remuneration Report | | Mgmt | For | For | For |
| | 5 | Elect Wael Sawan | | Mgmt | For | For | For |
| | 6 | Elect Cyrus Taraporevala | | Mgmt | For | For | For |
| | 7 | Elect Sir Charles Roxburgh | | Mgmt | For | For | For |
| | 8 | Elect Leena Srivastava | | Mgmt | For | For | For |
| | 9 | Elect Sinead Gorman | | Mgmt | For | For | For |
| | 10 | Elect Dick Boer | | Mgmt | For | For | For |
| | 11 | Elect Neil A.P. Carson | | Mgmt | For | For | For |
| | 12 | Elect Ann F. Godbehere | | Mgmt | For | For | For |
| | 13 | Elect Jane Holl Lute | | Mgmt | For | For | For |
| | 14 | Elect Catherine J. Hughes | | Mgmt | For | For | For |
| | 15 | Elect Sir Andrew Mackenzie | | Mgmt | For | For | For |
| | 16 | Elect Abraham Schot | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Authority to Repurchase Shares (Off-Market) | | Mgmt | For | For | For |
| | 23 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 24 | Adoption of New Articles | | Mgmt | For | For | For |
| | 25 | Performance Share Plan | | Mgmt | For | For | For |
| | 26 | Approval of Energy Transition Progress | | Mgmt | For | For | For |
| | 27 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 28 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Shin-Etsu Chemical Co.,Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 4063 | CINS J72810120 | | 06/29/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Fumio Akiya | | Mgmt | For | For | For |
| | 4 | Elect Yasuhiko Saito | | Mgmt | For | For | For |
| | 5 | Elect Susumu Ueno | | Mgmt | For | For | For |
| | 6 | Elect Masahiko Todoroki | | Mgmt | For | For | For |
| | 7 | Elect Toshihiko Fukui | | Mgmt | For | For | For |
| | 8 | Elect Hiroshi Komiyama | | Mgmt | For | For | For |
| | 9 | Elect Kuniharu Nakamura | | Mgmt | For | For | For |
| | 10 | Elect Michael H. McGarry | | Mgmt | For | Against | Against |
| | 11 | Elect Mariko Hasegawa | | Mgmt | For | For | For |
| | 12 | Elect Hidenori Onezawa | | Mgmt | For | For | For |
| | 13 | Elect Hiroko Kaneko | | Mgmt | For | For | For |
| | 14 | Equity Compensation Plan | | Mgmt | For | For | For |
|
|
|
| Simon Property Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SPG | CUSIP 828806109 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Glyn F. Aeppel | | Mgmt | For | Against | Against |
| | 2 | Elect Larry C. Glasscock | | Mgmt | For | Against | Against |
| | 3 | Elect Allan B. Hubbard | | Mgmt | For | Against | Against |
| | 4 | Elect Reuben S. Leibowitz | | Mgmt | For | For | For |
| | 5 | Elect Randall J. Lewis | | Mgmt | For | For | For |
| | 6 | Elect Gary M. Rodkin | | Mgmt | For | Against | Against |
| | 7 | Elect Peggy Fang Roe | | Mgmt | For | Against | Against |
| | 8 | Elect Stefan M. Selig | | Mgmt | For | For | For |
| | 9 | Elect Daniel C. Smith | | Mgmt | For | For | For |
| | 10 | Elect Marta R. Stewart | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Singapore Exchange Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | S68 | CINS Y79946102 | | 10/06/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Singapore | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Adopt Financial Statements and Directors' and Auditors' Reports | | Mgmt | For | For | For |
| | 2 | Approve Final Dividend | | Mgmt | For | For | For |
| | 3 | Approve Directors' Fees to be Paid to the Chairman | | Mgmt | For | For | For |
| | 4 | Approve Directors' Fees to be Paid to All Directors (Other than the Chief Executive Officer) | | Mgmt | For | For | For |
| | 5 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 6 | Approve Issuance of Shares Pursuant to the Singapore Exchange Limited Scrip Dividend Scheme | | Mgmt | For | For | For |
| | 7 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | | Mgmt | For | For | For |
| | 8 | Authorize Share Repurchase Program | | Mgmt | For | For | For |
| | 9 | Elect Beh Swan Gin as Director | | Mgmt | For | For | For |
| | 10 | Elect Chew Gek Khim as Director | | Mgmt | For | For | For |
| | 11 | Elect Lim Sok Hui as Director | | Mgmt | For | For | For |
| | 12 | Elect Koh Boon Hwee as Director | | Mgmt | For | For | For |
| | 13 | Elect Tsien Samuel Nag as Director | | Mgmt | For | For | For |
|
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| Sitc International Holdings Co Ltd | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 1308 | CINS G8187G105 | | 04/24/2023 | | 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 YANG Shaopeng | | Mgmt | For | Against | Against |
| | 6 | Elect YANG Xin | | Mgmt | For | Against | Against |
| | 7 | Elect Rebecca LIU Ka Ying | | Mgmt | For | Against | Against |
| | 8 | Elect TSE Siu Ngan | | Mgmt | For | Against | Against |
| | 9 | Elect HU Mantian | | Mgmt | For | Against | Against |
| | 10 | Directors' Fees | | Mgmt | For | For | For |
| | 11 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 12 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 13 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 14 | Authority to Issue Repurchased Shares | | Mgmt | For | Against | Against |
| | 15 | Amendments to Articles | | Mgmt | For | Against | Against |
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| SLM Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SLM | CUSIP 78442P106 | | 06/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect R. Scott Blackley | | Mgmt | For | For | For |
| | 2 | Elect Paul G. Child | | Mgmt | For | For | For |
| | 3 | Elect Mary Carter Warren Franke | | Mgmt | For | For | For |
| | 4 | Elect Marianne M. Keler | | Mgmt | For | For | For |
| | 5 | Elect Mark L. Lavelle | | Mgmt | For | For | For |
| | 6 | Elect Ted Manvitz | | Mgmt | For | For | For |
| | 7 | Elect Jim Matheson | | Mgmt | For | For | For |
| | 8 | Elect Samuel T. Ramsey | | Mgmt | For | For | For |
| | 9 | Elect Vivian C. Schneck-Last | | Mgmt | For | For | For |
| | 10 | Elect Robert S. Strong | | Mgmt | For | For | For |
| | 11 | Elect Jonathan W. Witter | | Mgmt | For | For | For |
| | 12 | Elect Kirsten O. Wolberg | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
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| Smartsheet Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SMAR | CUSIP 83200N103 | | 06/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Geoffrey T. Barker | | Mgmt | For | For | For |
| | 1.2 | Elect Matthew McIlwain | | Mgmt | For | For | For |
| | 1.3 | Elect James N. White | | 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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| Snowflake Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SNOW | CINS 833445109 | | 07/07/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Elect Director Kelly A. Kramer | | Mgmt | For | For | For |
| | 4 | Elect Director Frank Slootman | | Mgmt | For | For | For |
| | 5 | Elect Director Michael L. Speiser | | Mgmt | For | For | For |
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| Sodexo SA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SW | CINS F84941123 | | 12/19/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual/Special | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 2 | Approve Consolidated Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 3 | Approve Allocation of Income and Dividends of EUR 2.40 per Share | | Mgmt | For | For | For |
| | 4 | Reelect Veronique Laury as Director | | Mgmt | For | For | For |
| | 5 | Reelect Luc Messier as Director | | Mgmt | For | For | For |
| | 6 | Reelect Cecile Tandeau de Marsac as Director | | Mgmt | For | For | For |
| | 7 | Elect Patrice de Talhouet as Director | | Mgmt | For | For | For |
| | 8 | Appoint Cabinet ERNST & YOUNG AUDIT as Auditor | | Mgmt | For | For | For |
| | 9 | Approve Remuneration Policy of Chairman and CEO from March 1 to August 31, 2022 | | Mgmt | For | For | For |
| | 10 | Approve Compensation of Sophie Bellon, Chairman of the Board then Chairman and CEO | | Mgmt | For | For | For |
| | 11 | Approve Compensation Report of Corporate Officers | | Mgmt | For | For | For |
| | 12 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1.2 Million | | Mgmt | For | For | For |
| | 13 | Approve Remuneration Policy of Directors | | Mgmt | For | For | For |
| | 14 | Approve Remuneration Policy of Chairman of the Board and CEO | | Mgmt | For | For | For |
| | 15 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | | Mgmt | For | For | For |
| | 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | | Mgmt | For | For | For |
| | 17 | Authorize Filing of Required Documents/Other Formalities | | Mgmt | For | For | For |
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| Sonic Healthcare Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHL | CINS Q8563C107 | | 11/17/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Christine Bennett as Director | | Mgmt | For | For | For |
| | 2 | Elect Katharine Giles as Director | | Mgmt | For | For | For |
| | 3 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 4 | Approve Grant of Options and Performance Rights to Colin Goldschmidt | | Mgmt | For | For | For |
| | 5 | Approve Grant of Options and Performance Rights to Chris Wilks | | Mgmt | For | For | For |
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| Sonova Holding AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SOON | CINS H8024W106 | | 06/12/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Switzerland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 3 | Compensation Report | | Mgmt | For | TNA | N/A |
| | 4 | Allocation of Dividends | | Mgmt | For | TNA | N/A |
| | 5 | Ratification of Board and Management Acts | | Mgmt | For | TNA | N/A |
| | 6 | Amendments to Articles (Committee Composition) | | Mgmt | For | TNA | N/A |
| | 7 | Elect Robert F. Spoerry | | Mgmt | For | TNA | N/A |
| | 8 | Elect Stacy Enxing Seng | | Mgmt | For | TNA | N/A |
| | 9 | Elect Gregory Behar | | Mgmt | For | TNA | N/A |
| | 10 | Elect Lynn Dorsey Bleil | | Mgmt | For | TNA | N/A |
| | 11 | Elect Lukas Braunschweiler | | Mgmt | For | TNA | N/A |
| | 12 | Elect Roland Diggelmann | | Mgmt | For | TNA | N/A |
| | 13 | Elect Julie Tay | | Mgmt | For | TNA | N/A |
| | 14 | Elect Ronald van der Vis | | Mgmt | For | TNA | N/A |
| | 15 | Elect Adrian Widmer | | Mgmt | For | TNA | N/A |
| | 16 | Elect Stacy Enxing Seng as Nominating and Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 17 | Elect Lukas Braunschweiler as Nominating and Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 18 | Elect Roland Diggelmann as as Nominating and Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 19 | Elect Julie Tay as as Nominating and Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 20 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 21 | Appointment of Independent Proxy | | Mgmt | For | TNA | N/A |
| | 22 | Board Compensation | | Mgmt | For | TNA | N/A |
| | 23 | Executive Compensation | | Mgmt | For | TNA | N/A |
| | 24 | Cancellation of Shares and Reduction in Share Capital | | Mgmt | For | TNA | N/A |
| | 25 | Amendment to Company Purpose | | Mgmt | For | TNA | N/A |
| | 26 | Approval of a Capital Band | | Mgmt | For | TNA | N/A |
| | 27 | Amendments to Articles (Board of Directors and Management Board) | | Mgmt | For | TNA | N/A |
| | 28 | Amendments to Articles (General Meetings) | | Mgmt | For | TNA | N/A |
| | 29 | Amendments to Articles (Virtual AGM) | | Mgmt | For | TNA | N/A |
| | 30 | Transaction of Other Business | | Mgmt | N/A | TNA | N/A |
| | 31 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 32 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
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| South32 Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | S32 | CINS Q86668102 | | 10/27/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 2 | Approve Grant of Rights to Graham Kerr | | Mgmt | For | For | For |
| | 3 | Approve Advisory Vote on Climate Change Action Plan | | Mgmt | For | For | For |
| | 4 | Elect Frank Cooper as Director | | Mgmt | For | For | For |
| | 5 | Elect Ntombifuthi (Futhi) Mtoba as Director | | Mgmt | For | For | For |
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| Southwest Airlines Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LUV | CUSIP 844741108 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David W. Biegler | | Mgmt | For | For | For |
| | 2 | Elect J. Veronica Biggins | | Mgmt | For | Against | Against |
| | 3 | Elect Douglas H. Brooks | | Mgmt | For | For | For |
| | 4 | Elect Eduardo F. Conrado | | Mgmt | For | For | For |
| | 5 | Elect William H. Cunningham | | Mgmt | For | For | For |
| | 6 | Elect Thomas W. Gilligan | | Mgmt | For | For | For |
| | 7 | Elect David P. Hess | | Mgmt | For | For | For |
| | 8 | Elect Robert E. Jordan | | Mgmt | For | For | For |
| | 9 | Elect Gary C. Kelly | | Mgmt | For | For | For |
| | 10 | Elect Elaine Mendoza | | Mgmt | For | For | For |
| | 11 | Elect John T. Montford | | Mgmt | For | For | For |
| | 12 | Elect Christopher P. Reynolds | | Mgmt | For | For | For |
| | 13 | Elect Ron Ricks | | Mgmt | For | For | For |
| | 14 | Elect Jill Ann Soltau | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Shareholder Ability to Remove Directors | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
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| Spirax-Sarco Engineering plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SPX | CINS G83561129 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Remuneration Policy | | Mgmt | For | For | For |
| | 3 | Remuneration Report | | Mgmt | For | For | For |
| | 4 | Final Dividend | | Mgmt | For | For | For |
| | 5 | Appointment of Auditor | | Mgmt | For | For | For |
| | 6 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 7 | Elect Jamie Pike | | Mgmt | For | For | For |
| | 8 | Elect Nick Anderson | | Mgmt | For | For | For |
| | 9 | Elect Nimesh Patel | | Mgmt | For | For | For |
| | 10 | Elect Angela Archon | | Mgmt | For | For | For |
| | 11 | Elect Peter I. France | | Mgmt | For | For | For |
| | 12 | Elect Richard Gillingwater | | Mgmt | For | For | For |
| | 13 | Elect Caroline A. Johnstone | | Mgmt | For | For | For |
| | 14 | Elect Jane Kingston | | Mgmt | For | For | For |
| | 15 | Elect Kevin Thompson | | Mgmt | For | For | For |
| | 16 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 17 | Scrip Dividend | | Mgmt | For | For | For |
| | 18 | Performance Share Plan | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Repurchase Shares | | Mgmt | For | For | For |
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| Spotify Technology S.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SPOT | ISIN LU1778762911 | | 03/29/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Ratification of Board Acts | | Mgmt | For | For | For |
| | 4 | Elect Daniel Ek | | Mgmt | For | Against | Against |
| | 5 | Elect Martin Lorentzon | | Mgmt | For | Against | Against |
| | 6 | Elect Shishir S. Mehrotra | | Mgmt | For | Against | Against |
| | 7 | Elect Christopher P. Marshall | | Mgmt | For | Against | Against |
| | 8 | Elect Barry McCarthy | | Mgmt | For | Against | Against |
| | 9 | Elect Heidi O'Neill | | Mgmt | For | Against | Against |
| | 10 | Elect Theodore A. Sarandos | | Mgmt | For | Against | Against |
| | 11 | Elect Thomas O. Staggs | | Mgmt | For | Against | Against |
| | 12 | Elect Mona K. Sutphen | | Mgmt | For | Against | Against |
| | 13 | Elect Padmasree Warrior | | Mgmt | For | Against | Against |
| | 14 | Appointment of Auditor | | Mgmt | For | For | For |
| | 15 | Directors' Remuneration | | Mgmt | For | For | For |
| | 16 | Authorization of Legal Formalities | | Mgmt | For | For | For |
| | 17 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
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| SQUARE ENIX HOLDINGS CO., LTD. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 9684 | CINS J7659R109 | | 06/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Elect Takashi Kiryu | | Mgmt | For | For | For |
| | 3 | Elect Yoshinori Kitase | | Mgmt | For | For | For |
| | 4 | Elect Yu Miyake | | Mgmt | For | For | For |
| | 5 | Elect Masato Ogawa | | Mgmt | For | For | For |
| | 6 | Elect Mitsuko Okamoto | | Mgmt | For | For | For |
| | 7 | Elect Abdullah Aldawood | | Mgmt | For | For | For |
| | 8 | Elect Naoto Takano | | Mgmt | For | For | For |
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| Stellantis N.V | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STLA | CINS N82405106 | | 04/13/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Remuneration Report Excluding Pre-Merger Legacy Matters | | Mgmt | For | Against | Against |
| | 4 | Remuneration Report (Pre-Merger Legacy Matter) | | Mgmt | For | Against | Against |
| | 5 | Accounts and Reports | | Mgmt | For | For | For |
| | 6 | Allocation of Dividends | | Mgmt | For | For | For |
| | 7 | Ratification of Board Acts | | Mgmt | For | Abstain | Against |
| | 8 | Elect Benoit Ribadeau-Dumas to the Board of Directors | | Mgmt | For | Against | Against |
| | 9 | Appointment of Auditor (FY2023) | | Mgmt | For | For | For |
| | 10 | Appointment of Auditor (FY2024) | | Mgmt | For | For | For |
| | 11 | Remuneration Policy | | Mgmt | For | For | For |
| | 12 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 13 | Authority to Suppress Preemptive Rights | | Mgmt | For | For | For |
| | 14 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 15 | Cancellation of Shares | | Mgmt | For | For | For |
| | 16 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| STMicroelectronics N.V. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STM | CINS N83574108 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Remuneration Report | | Mgmt | For | For | For |
| | 7 | Accounts and Reports | | Mgmt | For | For | For |
| | 8 | Allocation of Dividends | | Mgmt | For | For | For |
| | 9 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 10 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 11 | Equity Grant - CEO | | Mgmt | For | For | For |
| | 12 | Elect Yann Delabriere to the Supervisory Board | | Mgmt | For | For | For |
| | 13 | Elect Ana de Pro Gonzalo to the Supervisory Board | | Mgmt | For | For | For |
| | 14 | Elect Frederic Sanchez to the Supervisory Board | | Mgmt | For | For | For |
| | 15 | Elect Maurizio Tamagnini to the Supervisory Board | | Mgmt | For | For | For |
| | 16 | Elect Helene Vletter-van Dort to the Supervisory Board | | Mgmt | For | For | For |
| | 17 | Elect Paolo Visca to the Supervisory Board | | Mgmt | For | For | For |
| | 18 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ or w/o Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
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| Synchrony Financial | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SYF | CUSIP 87165B103 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Brian D. Doubles | | Mgmt | For | For | For |
| | 2 | Elect Fernando Aguirre | | Mgmt | For | For | For |
| | 3 | Elect Paget L. Alves | | Mgmt | For | For | For |
| | 4 | Elect Kamila Chytil | | Mgmt | For | For | For |
| | 5 | Elect Arthur W. Coviello, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Roy A. Guthrie | | Mgmt | For | For | For |
| | 7 | Elect Jeffrey G. Naylor | | Mgmt | For | For | For |
| | 8 | Elect P.W. Parker | | Mgmt | For | For | For |
| | 9 | Elect Laurel J. Richie | | Mgmt | For | For | For |
| | 10 | Elect Ellen M. Zane | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
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| Synopsys, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SNPS | ISIN US8716071076 | | 04/12/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Aart J. de Geus | | Mgmt | For | For | For |
| | 2 | Elect Luis A Borgen | | Mgmt | For | For | For |
| | 3 | Elect Marc N. Casper | | Mgmt | For | For | For |
| | 4 | Elect Janice D. Chaffin | | Mgmt | For | For | For |
| | 5 | Elect Bruce R. Chizen | | Mgmt | For | For | For |
| | 6 | Elect Mercedes Johnson | | Mgmt | For | For | For |
| | 7 | Elect Jeannine P. Sargent | | Mgmt | For | For | For |
| | 8 | Elect John G. Schwarz | | Mgmt | For | For | For |
| | 9 | Elect Roy A. Vallee | | Mgmt | For | For | For |
| | 10 | Amendment to the 2006 Employee Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
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| Sysco Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SYY | CINS 871829107 | | 11/18/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 2 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Report on Third-Party Civil Rights Audit | | ShrHoldr | Against | For | Against |
| | 4 | Commission Third Party Report Assessing Company's Supply Chain Risks | | ShrHoldr | Against | Against | For |
| | 5 | Report on Efforts to Reduce Plastic Use | | ShrHoldr | None | For | N/A |
| | 6 | Elect Director Daniel J. Brutto | | Mgmt | For | For | For |
| | 7 | Elect Director Ali Dibadj | | Mgmt | For | For | For |
| | 8 | Elect Director Larry C. Glasscock | | Mgmt | For | For | For |
| | 9 | Elect Director Jill M. Golder | | Mgmt | For | For | For |
| | 10 | Elect Director Bradley M. Halverson | | Mgmt | For | For | For |
| | 11 | Elect Director John M. Hinshaw | | Mgmt | For | For | For |
| | 12 | Elect Director Kevin P. Hourican | | Mgmt | For | For | For |
| | 13 | Elect Director Hans-Joachim Koerber | | Mgmt | For | For | For |
| | 14 | Elect Director Alison Kenney Paul | | Mgmt | For | For | For |
| | 15 | Elect Director Edward D. Shirley | | Mgmt | For | For | For |
| | 16 | Elect Director Sheila G. Talton | | Mgmt | For | For | For |
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| Tapestry, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TPR | CINS 876030107 | | 11/15/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director John P. Bilbrey | | Mgmt | For | For | For |
| | 4 | Elect Director Darrell Cavens | | Mgmt | For | For | For |
| | 5 | Elect Director Joanne Crevoiserat | | Mgmt | For | For | For |
| | 6 | Elect Director David Denton | | Mgmt | For | For | For |
| | 7 | Elect Director Johanna (Hanneke) Faber | | Mgmt | For | For | For |
| | 8 | Elect Director Anne Gates | | Mgmt | For | For | For |
| | 9 | Elect Director Thomas Greco | | Mgmt | For | For | For |
| | 10 | Elect Director Pamela Lifford | | Mgmt | For | For | For |
| | 11 | Elect Director Annabelle Yu Long | | Mgmt | For | For | For |
| | 12 | Elect Director Ivan Menezes | | Mgmt | For | For | For |
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| Targa Resources Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TRGP | CUSIP 87612G101 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Paul W. Chung | | Mgmt | For | For | For |
| | 2 | Elect Charles R. Crisp | | Mgmt | For | For | For |
| | 3 | Elect Laura C. Fulton | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Shareholder Proposal Regarding Report on Reducing Venting and Flaring | | ShrHoldr | Against | For | Against |
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| TDK Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 6762 | CINS J82141136 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Noboru Saito | | Mgmt | For | For | For |
| | 4 | Elect Tetsuji Yamanishi | | Mgmt | For | For | For |
| | 5 | Elect Shigenao Ishiguro | | Mgmt | For | For | For |
| | 6 | Elect Shigeki Sato | | Mgmt | For | For | For |
| | 7 | Elect Kozue Nakayama | | Mgmt | For | For | For |
| | 8 | Elect Mutsuo Iwai | | Mgmt | For | For | For |
| | 9 | Elect Shoei Yamana | | Mgmt | For | For | For |
| | 10 | Elect Takakazu Momozuka | | Mgmt | For | For | For |
| | 11 | Elect Masato Ishikawa | | Mgmt | For | For | For |
| | 12 | Elect Douglas K. Freeman | | Mgmt | For | For | For |
| | 13 | Elect Chizuko Yamamoto | | Mgmt | For | For | For |
| | 14 | Elect Takashi Fujino | | Mgmt | For | For | For |
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| Teladoc Health, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TDOC | CUSIP 87918A105 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Karen L. Daniel | | Mgmt | For | For | For |
| | 2 | Elect Sandra Fenwick | | Mgmt | For | For | For |
| | 3 | Elect Jason Gorevic | | Mgmt | For | For | For |
| | 4 | Elect Catherine A. Jacobson | | Mgmt | For | For | For |
| | 5 | Elect Thomas G. McKinley | | Mgmt | For | For | For |
| | 6 | Elect Kenneth H. Paulus | | Mgmt | For | For | For |
| | 7 | Elect David L. Shedlarz | | Mgmt | For | For | For |
| | 8 | Elect Mark Douglas Smith | | Mgmt | For | For | For |
| | 9 | Elect David B. Snow, Jr. | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Approval of the 2023 Incentive Award Plan | | Mgmt | For | Against | Against |
| | 12 | Amendment to the 2015 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
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| Telefonaktiebolaget LM Ericsson | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ERICB | CINS W26049119 | | 03/29/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Sweden | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 6 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 7 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 8 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 9 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 10 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 11 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 12 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 13 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 14 | Remuneration Report | | Mgmt | For | TNA | N/A |
| | 15 | Ratification of Ronnie Leten | | Mgmt | For | TNA | N/A |
| | 16 | Ratification of Helena Stjernholm | | Mgmt | For | TNA | N/A |
| | 17 | Ratification of Jacob Wallenberg | | Mgmt | For | TNA | N/A |
| | 18 | Ratification of on Fredrik Baksaas | | Mgmt | For | TNA | N/A |
| | 19 | Ratification of Jan Carlson | | Mgmt | For | TNA | N/A |
| | 20 | Ratification of Nora Denzel | | Mgmt | For | TNA | N/A |
| | 21 | Ratification of Carolina Dybeck Happe | | Mgmt | For | TNA | N/A |
| | 22 | Ratification of Borje Ekholm | | Mgmt | For | TNA | N/A |
| | 23 | Ratification of Eric A. Elzvik | | Mgmt | For | TNA | N/A |
| | 24 | Ratification of Kurt Jofs | | Mgmt | For | TNA | N/A |
| | 25 | Ratification of Kristin S. Rinne | | Mgmt | For | TNA | N/A |
| | 26 | Ratification of Torbjorn Nyman | | Mgmt | For | TNA | N/A |
| | 27 | Ratification of Anders Ripa | | Mgmt | For | TNA | N/A |
| | 28 | Ratification of Kjell-Ake Soting | | Mgmt | For | TNA | N/A |
| | 29 | Ratification of Ulf Rosberg | | Mgmt | For | TNA | N/A |
| | 30 | Ratification of Loredana Roslund | | Mgmt | For | TNA | N/A |
| | 31 | Ratification of Annika Salomonsson | | Mgmt | For | TNA | N/A |
| | 32 | Ratification of Borje Ekholm (CEO) | | Mgmt | For | TNA | N/A |
| | 33 | Allocation of Profits/Dividends | | Mgmt | For | TNA | N/A |
| | 34 | Board Size | | Mgmt | For | TNA | N/A |
| | 35 | Directors' Fees | | Mgmt | For | TNA | N/A |
| | 36 | Elect Jon Fredrik Baksaas | | Mgmt | For | TNA | N/A |
| | 37 | Elect Jan Carlson | | Mgmt | For | TNA | N/A |
| | 38 | Elect Carolina Dybeck Happe | | Mgmt | For | TNA | N/A |
| | 39 | Elect Borje Ekholm | | Mgmt | For | TNA | N/A |
| | 40 | Elect Eric A. Elzvik | | Mgmt | For | TNA | N/A |
| | 41 | Elect Kristin S. Rinne | | Mgmt | For | TNA | N/A |
| | 42 | Elect Helena Stjernholm | | Mgmt | For | TNA | N/A |
| | 43 | Elect Jacob Wallenberg | | Mgmt | For | TNA | N/A |
| | 44 | Elect Jonas Synnergren | | Mgmt | For | TNA | N/A |
| | 45 | Elect Christy Wyatt | | Mgmt | For | TNA | N/A |
| | 46 | Elect Jan Carlson as Chair | | Mgmt | For | TNA | N/A |
| | 47 | Number of Auditors | | Mgmt | For | TNA | N/A |
| | 48 | Authority to Set Auditor's Fees | | Mgmt | For | TNA | N/A |
| | 49 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 50 | Adoption of Share-Based Incentives (LTV I 2023) | | Mgmt | For | TNA | N/A |
| | 51 | Capital authorities to implement LTV I 2023 | | Mgmt | For | TNA | N/A |
| | 52 | Approve Equity Swap Agreement (LTV I 2023) | | Mgmt | For | TNA | N/A |
| | 53 | Adoption of Share-Based Incentives (LTV II 2023) | | Mgmt | For | TNA | N/A |
| | 54 | Capital authorities to implement LTV II 2023 | | Mgmt | For | TNA | N/A |
| | 55 | Approve Equity Swap Agreement (LTV II 2023) | | Mgmt | For | TNA | N/A |
| | 56 | Transfer of treasury shares (LTV 2022) | | Mgmt | For | TNA | N/A |
| | 57 | Transfer of treasury shares (LTV 2021) | | Mgmt | For | TNA | N/A |
| | 58 | Transfer of treasury shares to Cover Expenses (LTV 2019 & 2020) | | Mgmt | For | TNA | N/A |
| | 59 | Transfer of Treasury Shares to Cover Costs for Tax and Social Security Liabilities (LTV 2019 & 2020) | | Mgmt | For | TNA | N/A |
| | 60 | Remuneration Policy | | Mgmt | For | TNA | N/A |
| | 61 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 62 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 63 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
|
|
|
| Telstra Corporation Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TLS | CINS Q8975N105 | | 10/11/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 2 | Elect Eelco Blok as Director | | Mgmt | For | For | For |
| | 3 | Elect Craig Dunn as Director | | Mgmt | For | For | For |
| | 4 | Approve Grant of Restricted Shares to Vicki Brady | | Mgmt | For | For | For |
| | 5 | Approve Grant of Performance Rights to Vicki Brady | | Mgmt | For | For | For |
|
|
|
| Telstra Corporation Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TLS | CINS Q8975N105 | | 10/11/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Court | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Scheme of Arrangement in Relation to the Proposed Restructure of the Telstra Group | | Mgmt | For | For | For |
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| Terminix Global Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMX | CINS 88087E100 | | 10/06/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Merger Agreement | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Golden Parachutes | | Mgmt | For | For | For |
|
|
|
| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CUSIP 88160R101 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Elon Musk | | Mgmt | For | For | For |
| | 2 | Elect Robyn M. Denholm | | Mgmt | For | For | For |
| | 3 | Elect J.B. Straubel | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Key Person Risk Report | | ShrHoldr | Against | Against | For |
|
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|
| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CINS 88160R101 | | 08/04/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Ira Ehrenpreis | | Mgmt | For | Against | Against |
| | 2 | Elect Director Kathleen Wilson-Thompson | | Mgmt | For | Against | Against |
| | 3 | Reduce Director Terms from Three to Two Years | | Mgmt | For | For | For |
| | 4 | Eliminate Supermajority Voting Provisions | | Mgmt | For | For | For |
| | 5 | Increase Authorized Common Stock | | Mgmt | For | For | For |
| | 6 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 7 | Adopt Proxy Access Right | | ShrHoldr | Against | For | Against |
| | 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | | ShrHoldr | Against | For | Against |
| | 9 | Report on Racial and Gender Board Diversity | | ShrHoldr | Against | Against | For |
| | 10 | Report on the Impacts of Using Mandatory Arbitration | | ShrHoldr | Against | For | Against |
| | 11 | Report on Corporate Climate Lobbying in line with Paris Agreement | | ShrHoldr | Against | For | Against |
| | 12 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | | ShrHoldr | Against | For | Against |
| | 13 | Report on Eradicating Child Labor in Battery Supply Chain | | ShrHoldr | Against | Against | For |
| | 14 | Report on Water Risk Exposure | | ShrHoldr | Against | For | Against |
|
|
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| Tetra Tech, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TTEK | CUSIP 88162G103 | | 02/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Dan L. Batrack | | Mgmt | For | For | For |
| | 2 | Elect Director Gary R. Birkenbeuel | | Mgmt | For | For | For |
| | 3 | Elect Director Prashant Gandhi | | Mgmt | For | For | For |
| | 4 | Elect Director Joanne M. Maguire | | Mgmt | For | For | For |
| | 5 | Elect Director Christiana Obiaya | | Mgmt | For | For | For |
| | 6 | Elect Director Kimberly E. Ritrievi | | Mgmt | For | For | For |
| | 7 | Elect Director J. Kenneth Thompson | | Mgmt | For | For | For |
| | 8 | Elect Director Kirsten M. Volpi | | Mgmt | For | For | For |
| | 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
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| Textron Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TXT | ISIN US8832033091 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard F. Ambrose | | Mgmt | For | For | For |
| | 2 | Elect Kathleen M. Bader | | Mgmt | For | For | For |
| | 3 | Elect R. Kerry Clark | | Mgmt | For | For | For |
| | 4 | Elect Scott C. Donnelly | | Mgmt | For | For | For |
| | 5 | Elect Deborah Lee James | | Mgmt | For | For | For |
| | 6 | Elect Thomas A. Kennedy | | Mgmt | For | For | For |
| | 7 | Elect Lionel L. Nowell, III | | Mgmt | For | For | For |
| | 8 | Elect James L. Ziemer | | Mgmt | For | For | For |
| | 9 | Elect Maria T. Zuber | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
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| Thales S.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HO | CINS F9156M108 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 8 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 9 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 10 | Accounts and Reports; Non Tax-Deductible Expenses | | Mgmt | For | For | For |
| | 11 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 12 | 2022 Remuneration of Patrice Caine, Chair and CEO | | Mgmt | For | For | For |
| | 13 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 14 | 2023 Remuneration Policy (Chair and CEO) | | Mgmt | For | For | For |
| | 15 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 16 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 17 | Authority to Issue Restricted Shares (Employees) | | Mgmt | For | For | For |
| | 18 | Authority to Issue Performance Shares (Chair and CEO) | | Mgmt | For | For | For |
| | 19 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 20 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 21 | Elect Marianna Nitsch | | Mgmt | For | Against | Against |
|
|
|
| The AES Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AES | CUSIP 00130H105 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Janet G. Davidson | | Mgmt | For | For | For |
| | 2 | Elect Andres R. Gluski | | Mgmt | For | For | For |
| | 3 | Elect Tarun Khanna | | Mgmt | For | For | For |
| | 4 | Elect Holly K. Koeppel | | Mgmt | For | For | For |
| | 5 | Elect Julia M. Laulis | | Mgmt | For | For | For |
| | 6 | Elect Alain Monie | | Mgmt | For | For | For |
| | 7 | Elect John B. Morse, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Moises Naim | | Mgmt | For | For | For |
| | 9 | Elect Teresa M. Sebastian | | Mgmt | For | For | For |
| | 10 | Elect Maura Shaughnessy | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| The Bank of New York Mellon Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BK | CUSIP 064058100 | | 04/12/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Linda Z. Cook | | Mgmt | For | For | For |
| | 2 | Elect Joseph J. Echevarria | | Mgmt | For | For | For |
| | 3 | Elect M. Amy Gilliland | | Mgmt | For | For | For |
| | 4 | Elect Jeffrey A. Goldstein | | Mgmt | For | For | For |
| | 5 | Elect K. Guru Gowrappan | | Mgmt | For | For | For |
| | 6 | Elect Ralph Izzo | | Mgmt | For | For | For |
| | 7 | Elect Sandie O'Connor | | Mgmt | For | For | For |
| | 8 | Elect Elizabeth E. Robinson | | Mgmt | For | For | For |
| | 9 | Elect Frederick O. Terrell | | Mgmt | For | For | For |
| | 10 | Elect Robin A. Vince | | Mgmt | For | For | For |
| | 11 | Elect Alfred W. Zollar | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Approval of the 2023 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| The Carlyle Group Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CG | CUSIP 14309L102 | | 05/30/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect William E. Conway, Jr. | | Mgmt | For | For | For |
| | 1.2 | Elect Lawton W. Fitt | | Mgmt | For | For | For |
| | 1.3 | Elect Mark S. Ordan | | Mgmt | For | For | For |
| | 1.4 | Elect Anthony Welters | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 4 | Amendment to the 2012 Equity Incentive Plan | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | For | For | For |
|
|
|
| The Charles Schwab Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SCHW | CUSIP 808513105 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marianne C. Brown | | Mgmt | For | Against | Against |
| | 2 | Elect Frank C. Herringer | | Mgmt | For | Against | Against |
| | 3 | Elect Gerri Martin-Flickinger | | Mgmt | For | Against | Against |
| | 4 | Elect Todd M. Ricketts | | Mgmt | For | Against | Against |
| | 5 | Elect Carolyn Schwab-Pomerantz | | Mgmt | For | Against | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
|
|
|
| The Cigna Group | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CI | CUSIP 125523100 | | 04/26/2023 | | 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 Neesha Hathi | | Mgmt | For | For | For |
| | 6 | Elect George Kurian | | Mgmt | For | For | For |
| | 7 | Elect Kathleen M. Mazzarella | | Mgmt | For | For | For |
| | 8 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 9 | Elect Kimberly A. Ross | | Mgmt | For | For | For |
| | 10 | Elect Eric C. Wiseman | | Mgmt | For | For | For |
| | 11 | Elect Donna F. Zarcone | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment to Allow Exculpation of Officers | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | For | Against |
| | 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
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| The Coca-Cola Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KO | ISIN US1912161007 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Herbert A. Allen, III | | Mgmt | For | For | For |
| | 2 | Elect Marc Bolland | | Mgmt | For | For | For |
| | 3 | Elect Ana Patricia Botin-Sanz de Sautuola y O'Shea | | Mgmt | For | For | For |
| | 4 | Elect Christopher C. Davis | | Mgmt | For | For | For |
| | 5 | Elect Barry Diller | | Mgmt | For | Against | Against |
| | 6 | Elect Carolyn N. Everson | | Mgmt | For | For | For |
| | 7 | Elect Helene D. Gayle | | Mgmt | For | For | For |
| | 8 | Elect Alexis M. Herman | | Mgmt | For | For | For |
| | 9 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 10 | Elect Amity Millhiser | | 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 | 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 Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | | ShrHoldr | Against | Against | For |
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| The Goldman Sachs Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GS | CUSIP 38141G104 | | 04/26/2023 | | 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 Mark Flaherty | | Mgmt | For | For | For |
| | 3 | Elect Kimberley Harris | | Mgmt | For | For | For |
| | 4 | Elect Kevin R. Johnson | | Mgmt | For | For | For |
| | 5 | Elect Ellen J. Kullman | | Mgmt | For | For | For |
| | 6 | Elect Lakshmi N. Mittal | | Mgmt | For | Against | Against |
| | 7 | Elect Adebayo O. Ogunlesi | | Mgmt | For | For | For |
| | 8 | Elect Peter Oppenheimer | | Mgmt | For | For | For |
| | 9 | Elect David M. Solomon | | Mgmt | For | For | For |
| | 10 | Elect Jan E. Tighe | | Mgmt | For | For | For |
| | 11 | Elect Jessica Uhl | | Mgmt | For | For | For |
| | 12 | Elect David A. Viniar | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Third-Party Review for Congruency of China-focused ETFs | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding a Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
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| The Hershey Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HSY | CUSIP 427866108 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Pamela M. Arway | | Mgmt | For | For | For |
| | 1.2 | Elect Michele G. Buck | | Mgmt | For | For | For |
| | 1.3 | Elect Victor L. Crawford | | Mgmt | For | For | For |
| | 1.4 | Elect Robert M. Dutkowsky | | 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 Huong Maria T. Kraus | | Mgmt | For | For | For |
| | 1.9 | Elect Robert M. Malcolm | | Mgmt | For | For | For |
| | 1.10 | Elect Anthony J. Palmer | | Mgmt | For | For | For |
| | 1.11 | Elect Juan R. Perez | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Shareholder Proposal Regarding Report on Ending Child Labor | | ShrHoldr | Against | Against | For |
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| The Home Depot, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HD | CUSIP 437076102 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 Edward P. Decker | | Mgmt | For | For | For |
| | 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 Paula Santilli | | Mgmt | For | For | For |
| | 13 | Elect Caryn Seidman-Becker | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Public Positions on Political Speech | | ShrHoldr | Against | Against | For |
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| The Kraft Heinz Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KHC | CUSIP 500754106 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gregory E. Abel | | Mgmt | For | For | For |
| | 2 | Elect Humberto P. Alfonso | | Mgmt | For | For | For |
| | 3 | Elect John T. Cahill | | Mgmt | For | For | For |
| | 4 | Elect Lori Dickerson Fouche | | Mgmt | For | For | For |
| | 5 | Elect Diane Gherson | | Mgmt | For | For | For |
| | 6 | Elect Timothy Kenesey | | Mgmt | For | For | For |
| | 7 | Elect Alicia Knapp | | Mgmt | For | For | For |
| | 8 | Elect Elio Leoni Sceti | | Mgmt | For | For | For |
| | 9 | Elect Susan R. Mulder | | Mgmt | For | For | For |
| | 10 | Elect James Park | | Mgmt | For | For | For |
| | 11 | Elect Miguel Patricio | | Mgmt | For | For | For |
| | 12 | Elect John C. Pope | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 16 | Shareholder Proposal Regarding Water Risk Exposure | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Civil Rights Audit | | ShrHoldr | Against | Against | For |
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| The New York Times Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NYT | CUSIP 650111107 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Beth A. Brooke | | Mgmt | For | For | For |
| | 1.2 | Elect Rachel C. Glaser | | Mgmt | For | For | For |
| | 1.3 | Elect Brian P. McAndrews | | Mgmt | For | For | For |
| | 1.4 | Elect John W. Rogers, Jr. | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
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| The Procter & Gamble Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PG | CINS 742718109 | | 10/11/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director B. Marc Allen | | Mgmt | For | For | For |
| | 4 | Elect Director Angela F. Braly | | Mgmt | For | For | For |
| | 5 | Elect Director Amy L. Chang | | Mgmt | For | For | For |
| | 6 | Elect Director Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Director Christopher Kempczinski | | Mgmt | For | For | For |
| | 8 | Elect Director Debra L. Lee | | Mgmt | For | For | For |
| | 9 | Elect Director Terry J. Lundgren | | Mgmt | For | For | For |
| | 10 | Elect Director Christine M. McCarthy | | Mgmt | For | For | For |
| | 11 | Elect Director Jon R. Moeller | | Mgmt | For | For | For |
| | 12 | Elect Director Rajesh Subramaniam | | Mgmt | For | For | For |
| | 13 | Elect Director Patricia A. Woertz | | Mgmt | For | For | For |
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| The Sherwin-Williams Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHW | ISIN US8243481061 | | 04/19/2023 | | 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 John G. Morikis | | Mgmt | For | For | For |
| | 5 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 6 | Elect Aaron M. Powell | | Mgmt | For | For | For |
| | 7 | Elect Marta R. Stewart | | Mgmt | For | For | For |
| | 8 | Elect Michael H. Thaman | | Mgmt | For | For | For |
| | 9 | Elect Matthew Thornton III | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
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| The Southern Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SO | CUSIP 842587107 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Janaki Akella | | Mgmt | For | Against | Against |
| | 2 | Elect Henry A. Clark III | | Mgmt | For | Against | Against |
| | 3 | Elect Anthony F. Earley, Jr. | | Mgmt | For | Against | Against |
| | 4 | Elect Thomas A. Fanning | | Mgmt | For | Against | Against |
| | 5 | Elect David J. Grain | | Mgmt | For | Against | Against |
| | 6 | Elect Colette D. Honorable | | Mgmt | For | Against | Against |
| | 7 | Elect Donald M. James | | Mgmt | For | Against | Against |
| | 8 | Elect John D. Johns | | Mgmt | For | Against | Against |
| | 9 | Elect Dale E. Klein | | Mgmt | For | Against | Against |
| | 10 | Elect David E. Meador | | Mgmt | For | Against | Against |
| | 11 | Elect Ernest J. Moniz | | Mgmt | For | Against | Against |
| | 12 | Elect William G. Smith, Jr. | | Mgmt | For | Against | Against |
| | 13 | Elect Kristine L. Svinicki | | Mgmt | For | Against | Against |
| | 14 | Elect Lizanne Thomas | | Mgmt | For | Against | Against |
| | 15 | Elect Christopher C. Womack | | Mgmt | For | Against | Against |
| | 16 | Elect E. Jenner Wood III | | Mgmt | For | Against | Against |
| | 17 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 18 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 19 | Ratification of Auditor | | Mgmt | For | For | For |
| | 20 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 21 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 22 | Shareholder Proposal Regarding Scope 3 GHG Emissions Targets | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Report on Net Zero 2050 Goal Progress | | ShrHoldr | Against | Against | For |
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| The TJX Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TJX | CUSIP 872540109 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jose B. Alvarez | | 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 C. Kim Goodwin | | Mgmt | For | For | For |
| | 6 | Elect Ernie Herrman | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Shareholder Proposal Regarding Report on Supply Chain Due Diligence | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Human Rights Risks from Supply Chain Employee Misclassification | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Against | For |
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| The Trade Desk, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TTD | CUSIP 88339J105 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Jeff T. Green | | Mgmt | For | For | For |
| | 1.2 | Elect Andrea Cunningham | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
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| The Walt Disney Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DIS | ISIN US2546871060 | | 04/03/2023 | | 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 Safra A. Catz | | Mgmt | For | For | For |
| | 3 | Elect Amy L. Chang | | Mgmt | For | For | For |
| | 4 | Elect Francis A. deSouza | | Mgmt | For | For | For |
| | 5 | Elect Carolyn N. Everson | | Mgmt | For | For | For |
| | 6 | Elect Michael B.G. Froman | | Mgmt | For | For | For |
| | 7 | Elect Robert A. Iger | | Mgmt | For | For | For |
| | 8 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 9 | Elect Calvin R. McDonald | | Mgmt | For | For | For |
| | 10 | Elect Mark G. Parker | | Mgmt | For | For | For |
| | 11 | Elect Derica W. Rice | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
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| The Wendy's Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WEN | CUSIP 95058W100 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nelson Peltz | | Mgmt | For | For | For |
| | 2 | Elect Peter W. May | | Mgmt | For | For | For |
| | 3 | Elect Matthew H. Peltz | | Mgmt | For | For | For |
| | 4 | Elect Michelle Caruso-Cabrera | | Mgmt | For | For | For |
| | 5 | Elect Kristin A. Dolan | | Mgmt | For | Against | Against |
| | 6 | Elect Kenneth W. Gilbert | | Mgmt | For | For | For |
| | 7 | Elect Richard H. Gomez | | Mgmt | For | For | For |
| | 8 | Elect Joseph A. Levato | | Mgmt | For | For | For |
| | 9 | Elect Michelle J. Mathews-Spradlin | | Mgmt | For | For | For |
| | 10 | Elect Todd A. Penegor | | Mgmt | For | For | For |
| | 11 | Elect Peter H. Rothschild | | Mgmt | For | For | For |
| | 12 | Elect Arthur B. Winkleblack | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
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| Thermo Fisher Scientific Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMO | CUSIP 883556102 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc N. Casper | | Mgmt | For | For | For |
| | 2 | Elect Nelson J. Chai | | Mgmt | For | For | For |
| | 3 | Elect Ruby R. Chandy | | Mgmt | For | For | For |
| | 4 | Elect C. Martin Harris | | Mgmt | For | For | For |
| | 5 | Elect Tyler Jacks | | Mgmt | For | For | For |
| | 6 | Elect R. Alexandra Keith | | Mgmt | For | For | For |
| | 7 | Elect James C. Mullen | | Mgmt | For | For | For |
| | 8 | Elect Lars R. Sorensen | | Mgmt | For | For | For |
| | 9 | Elect Debora L. Spar | | Mgmt | For | For | For |
| | 10 | Elect Scott M. Sperling | | Mgmt | For | For | For |
| | 11 | Elect Dion J. Weisler | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment to the 2013 Stock Incentive Plan | | Mgmt | For | For | For |
| | 16 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
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| TIS Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 3626 | CINS J8T622102 | | 06/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Toru Kuwano | | Mgmt | For | For | For |
| | 4 | Elect Yasushi Okamoto | | Mgmt | For | For | For |
| | 5 | Elect Josaku Yanai | | Mgmt | For | For | For |
| | 6 | Elect Shinichi Horiguchi | | Mgmt | For | For | For |
| | 7 | Elect Takayuki Kitaoka | | Mgmt | For | For | For |
| | 8 | Elect Shuzo Hikida | | Mgmt | For | For | For |
| | 9 | Elect Koichi Sano | | Mgmt | For | For | For |
| | 10 | Elect Fumio Tsuchiya | | Mgmt | For | For | For |
| | 11 | Elect Naoko Mizukoshi Naoko Suzuki | | Mgmt | For | For | For |
| | 12 | Elect Makoto Tsujimoto as Statutory Auditor | | Mgmt | For | For | For |
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| Toast, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TOST | CUSIP 888787108 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kent Bennett | | Mgmt | For | For | For |
| | 2 | Elect Susan E. Chapman-Hughes | | Mgmt | For | For | For |
| | 3 | Elect Mark J. Hawkins | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| TOKYO GAS CO., LTD. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 9531 | CINS J87000113 | | 06/29/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Elect Takashi Uchida | | Mgmt | For | For | For |
| | 3 | Elect Shinichi Sasayama | | Mgmt | For | For | For |
| | 4 | Elect Takashi Higo | | Mgmt | For | For | For |
| | 5 | Elect Kazunori Takami | | Mgmt | For | For | For |
| | 6 | Elect Junko Edahiro | | Mgmt | For | For | For |
| | 7 | Elect Mami Indo | | Mgmt | For | For | For |
| | 8 | Elect Hiromichi Ono | | Mgmt | For | For | For |
| | 9 | Elect Hiroyuki Sekiguchi | | Mgmt | For | For | For |
| | 10 | Elect Tsutomu Tannowa | | Mgmt | For | For | For |
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| Toll Brothers, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TOL | CUSIP 889478103 | | 03/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director Douglas C. Yearley, Jr. | | Mgmt | For | For | For |
| | 1.2 | Elect Director Stephen F. East | | Mgmt | For | For | For |
| | 1.3 | Elect Director Christine N. Garvey | | Mgmt | For | For | For |
| | 1.4 | Elect Director Karen H. Grimes | | Mgmt | For | For | For |
| | 1.5 | Elect Director Derek T. Kan | | Mgmt | For | For | For |
| | 1.6 | Elect Director Carl B. Marbach | | Mgmt | For | For | For |
| | 1.7 | Elect Director John A. McLean | | Mgmt | For | For | For |
| | 1.8 | Elect Director Wendell E. Pritchett | | Mgmt | For | For | For |
| | 1.9 | Elect Director Paul E. Shapiro | | Mgmt | For | For | For |
| | 1.10 | Elect Director Scott D. Stowell | | Mgmt | For | For | For |
| | 2 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
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| TopBuild Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BLD | CUSIP 89055F103 | | 05/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alec C. Covington | | Mgmt | For | For | For |
| | 2 | Elect Ernesto Bautista, III | | Mgmt | For | For | For |
| | 3 | Elect Robert Buck | | Mgmt | For | For | For |
| | 4 | Elect Joseph S. Cantie | | Mgmt | For | For | For |
| | 5 | Elect Tina M. Donikowski | | Mgmt | For | For | For |
| | 6 | Elect Deirdre C. Drake | | Mgmt | For | For | For |
| | 7 | Elect Mark A. Petrarca | | Mgmt | For | For | For |
| | 8 | Elect Nancy M. Taylor | | Mgmt | For | Against | Against |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| TransDigm Group Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TDG | CUSIP 893641100 | | 03/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director David Barr | | Mgmt | For | For | For |
| | 1.2 | Elect Director Jane Cronin | | Mgmt | For | For | For |
| | 1.3 | Elect Director Mervin Dunn | | Mgmt | For | For | For |
| | 1.4 | Elect Director Michael Graff | | Mgmt | For | For | For |
| | 1.5 | Elect Director Sean Hennessy | | Mgmt | For | For | For |
| | 1.6 | Elect Director W. Nicholas Howley | | Mgmt | For | For | For |
| | 1.7 | Elect Director Gary E. McCullough | | Mgmt | For | For | For |
| | 1.8 | Elect Director Michele Santana | | Mgmt | For | For | For |
| | 1.9 | Elect Director Robert Small | | Mgmt | For | For | For |
| | 1.10 | Elect Director John Staer | | Mgmt | For | For | For |
| | 1.11 | Elect Director Kevin Stein | | Mgmt | For | For | For |
| | 2 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 4 | Advisory Vote on Say on Pay Frequency | | Mgmt | None | 1 Year | N/A |
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| Trimble Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TRMB | CUSIP 896239100 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect James C. Dalton | | Mgmt | For | For | For |
| | 1.2 | Elect Borje Ekholm | | Mgmt | For | For | For |
| | 1.3 | Elect Ann Fandozzi | | Mgmt | For | For | For |
| | 1.4 | Elect Kaigham Gabriel | | Mgmt | For | For | For |
| | 1.5 | Elect Meaghan Lloyd | | Mgmt | For | For | For |
| | 1.6 | Elect Sandra MacQuillan | | Mgmt | For | For | For |
| | 1.7 | Elect Robert G. Painter | | Mgmt | For | For | For |
| | 1.8 | Elect Mark S. Peek | | Mgmt | For | For | For |
| | 1.9 | Elect Thomas W. Sweet | | Mgmt | For | For | For |
| | 1.10 | Elect Johan Wibergh | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
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| Tyson Foods, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSN | CUSIP 902494103 | | 02/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director John H. Tyson | | Mgmt | For | For | For |
| | 2 | Elect Director Les R. Baledge | | Mgmt | For | For | For |
| | 3 | Elect Director Mike Beebe | | Mgmt | For | For | For |
| | 4 | Elect Director Maria Claudia Borras | | Mgmt | For | For | For |
| | 5 | Elect Director David J. Bronczek | | Mgmt | For | For | For |
| | 6 | Elect Director Mikel A. Durham | | Mgmt | For | For | For |
| | 7 | Elect Director Donnie King | | Mgmt | For | For | For |
| | 8 | Elect Director Jonathan D. Mariner | | Mgmt | For | For | For |
| | 9 | Elect Director Kevin M. McNamara | | Mgmt | For | For | For |
| | 10 | Elect Director Cheryl S. Miller | | Mgmt | For | For | For |
| | 11 | Elect Director Jeffrey K. Schomburger | | Mgmt | For | For | For |
| | 12 | Elect Director Barbara A. Tyson | | Mgmt | For | For | For |
| | 13 | Elect Director Noel White | | Mgmt | For | For | For |
| | 14 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Say on Pay Frequency | | Mgmt | 3 Years | 1 Year | Against |
| | 17 | Amend Omnibus Stock Plan | | Mgmt | For | For | For |
| | 18 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | | ShrHoldr | Against | Against | For |
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| Uber Technologies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UBER | CUSIP 90353T100 | | 05/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ronald D. Sugar | | Mgmt | For | Against | Against |
| | 2 | Elect Revathi Advaithi | | Mgmt | For | For | For |
| | 3 | Elect Ursula M. Burns | | Mgmt | For | Against | Against |
| | 4 | Elect Robert A. Eckert | | Mgmt | For | Against | Against |
| | 5 | Elect Amanda Ginsberg | | Mgmt | For | For | For |
| | 6 | Elect Dara Khosrowshahi | | Mgmt | For | For | For |
| | 7 | Elect Wan Ling Martello | | Mgmt | For | For | For |
| | 8 | Elect John A. Thain | | Mgmt | For | For | For |
| | 9 | Elect David Trujillo | | Mgmt | For | Against | Against |
| | 10 | Elect Alexander R. Wynaendts | | 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 Third-Party Audit on Driver Health and Safety | | ShrHoldr | Against | Against | For |
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| UBS Group AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UBSG | CINS H42097107 | | 04/05/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Switzerland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 4 | Compensation Report | | Mgmt | For | TNA | N/A |
| | 5 | Advisory Vote on Sustainability Report | | Mgmt | For | TNA | N/A |
| | 6 | Allocation of Profits/ Dividends | | Mgmt | For | TNA | N/A |
| | 7 | Amendments to Articles (General Meetings) | | Mgmt | For | TNA | N/A |
| | 8 | Amendments to Articles (Virtual AGM) | | Mgmt | For | TNA | N/A |
| | 9 | Amendments to Articles (Board of Directors and Group Executive Board) | | Mgmt | For | TNA | N/A |
| | 10 | Amendments to Articles (Miscellaneous) | | Mgmt | For | TNA | N/A |
| | 11 | Ratification of Board and Management Acts (Excluding French Cross-Border Matter) | | Mgmt | For | TNA | N/A |
| | 12 | Elect Thomas Colm Kelleher | | Mgmt | For | TNA | N/A |
| | 13 | Elect Lukas Gahwiler | | Mgmt | For | TNA | N/A |
| | 14 | Elect Jeremy Anderson | | Mgmt | For | TNA | N/A |
| | 15 | Elect Claudia Bockstiegel | | Mgmt | For | TNA | N/A |
| | 16 | Elect William C. Dudley | | Mgmt | For | TNA | N/A |
| | 17 | Elect Patrick Firmenich | | Mgmt | For | TNA | N/A |
| | 18 | Elect Fred Zuliu HU | | Mgmt | For | TNA | N/A |
| | 19 | Elect Mark Hughes | | Mgmt | For | TNA | N/A |
| | 20 | Elect Nathalie Rachou | | Mgmt | For | TNA | N/A |
| | 21 | Elect Julie G. Richardson | | Mgmt | For | TNA | N/A |
| | 22 | Elect Dieter Wemmer | | Mgmt | For | TNA | N/A |
| | 23 | Elect Jeanette Wong | | Mgmt | For | TNA | N/A |
| | 24 | Elect Julie G. Richardson as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 25 | Elect Dieter Wemmer as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 26 | Elect Jeanette Wong as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 27 | Board Compensation | | Mgmt | For | TNA | N/A |
| | 28 | Executive Compensation (Variable) | | Mgmt | For | TNA | N/A |
| | 29 | Executive Compensation (Fixed) | | Mgmt | For | TNA | N/A |
| | 30 | Appointment of Independent Proxy | | Mgmt | For | TNA | N/A |
| | 31 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 32 | Cancellation of Shares and Reduction in Share Capital | | Mgmt | For | TNA | N/A |
| | 33 | Authority to Repurchase Shares | | Mgmt | For | TNA | N/A |
| | 34 | Amendment to Par Value | | Mgmt | For | TNA | N/A |
| | 35 | Change of Currency of Share Capital | | Mgmt | For | TNA | N/A |
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| Ulta Beauty, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ULTA | CUSIP 90384S303 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michelle L. Collins | | Mgmt | For | For | For |
| | 2 | Elect Patricia Little | | Mgmt | For | For | For |
| | 3 | Elect Heidi G. Petz | | Mgmt | For | For | For |
| | 4 | Elect Michael C. Smith | | Mgmt | For | For | For |
| | 5 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 6 | Elimination of Supermajority Requirement to Remove Directors | | Mgmt | For | For | For |
| | 7 | Elimination of Supermajority Requirements for Amendments to Certificate of Incorporation | | Mgmt | For | For | For |
| | 8 | Elimination of Supermajority Requirements for Amendments to Bylaws | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
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| Unilever plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ULVR | CINS G92087165 | | 05/03/2023 | | 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 | | Mgmt | For | Against | Against |
| | 3 | Elect Nils Andersen | | Mgmt | For | For | For |
| | 4 | Elect Judith Hartmann | | Mgmt | For | For | For |
| | 5 | Elect Adrian Hennah | | Mgmt | For | For | For |
| | 6 | Elect Alan Jope | | Mgmt | For | For | For |
| | 7 | Elect Andrea Jung | | Mgmt | For | For | For |
| | 8 | Elect Susan Kilsby | | Mgmt | For | For | For |
| | 9 | Elect Ruby Lu | | Mgmt | For | For | For |
| | 10 | Elect Strive T. Masiyiwa | | Mgmt | For | For | For |
| | 11 | Elect Youngme E. Moon | | Mgmt | For | For | For |
| | 12 | Elect Graeme D. Pitkethly | | Mgmt | For | For | For |
| | 13 | Elect Feike Sijbesma | | Mgmt | For | For | For |
| | 14 | Elect Nelson Peltz | | Mgmt | For | For | For |
| | 15 | Elect Hein Schumacher | | Mgmt | For | For | For |
| | 16 | Appointment of Auditor | | Mgmt | For | For | For |
| | 17 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 18 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 22 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 23 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
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| Union Pacific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNP | CUSIP 907818108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William J. DeLaney | | Mgmt | For | For | For |
| | 2 | Elect David B. Dillon | | Mgmt | For | For | For |
| | 3 | Elect Sheri H. Edison | | Mgmt | For | For | For |
| | 4 | Elect Teresa M. Finley | | 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 Jose H. Villarreal | | Mgmt | For | For | For |
| | 10 | Elect Christopher J. Williams | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Against | For |
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| United Parcel Service, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UPS | CUSIP 911312106 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Carol B. Tome | | Mgmt | For | For | For |
| | 2 | Elect Rodney C. Adkins | | Mgmt | For | For | For |
| | 3 | Elect Eva C. Boratto | | Mgmt | For | For | For |
| | 4 | Elect Michael J. Burns | | Mgmt | For | For | For |
| | 5 | Elect Wayne M. Hewett | | Mgmt | For | For | For |
| | 6 | Elect Angela Hwang | | Mgmt | For | For | For |
| | 7 | Elect Kate E. Johnson | | Mgmt | For | For | For |
| | 8 | Elect William R. Johnson | | Mgmt | For | For | For |
| | 9 | Elect Franck J. Moison | | Mgmt | For | For | For |
| | 10 | Elect Christiana Smith Shi | | Mgmt | For | For | For |
| | 11 | Elect Russell Stokes | | Mgmt | For | For | For |
| | 12 | Elect Kevin M. Warsh | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Science-Based GHG Targets and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Linking Executive Pay to GHG Emissions Reduction Targets | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | For | Against |
| | 20 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Civil Rights Audit | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | For | Against |
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| UnitedHealth Group Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNH | CUSIP 91324P102 | | 06/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 2 | Elect Paul R. Garcia | | Mgmt | For | For | For |
| | 3 | Elect Kristen Gil | | 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 Andrew Witty | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
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| Unum Group | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNM | CUSIP 91529Y106 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Theodore H. Bunting, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Susan L. Cross | | Mgmt | For | For | For |
| | 3 | Elect Susan D. DeVore | | Mgmt | For | For | For |
| | 4 | Elect Joseph J. Echevarria | | Mgmt | For | For | For |
| | 5 | Elect Cynthia L. Egan | | Mgmt | For | For | For |
| | 6 | Elect Kevin T. Kabat | | Mgmt | For | For | For |
| | 7 | Elect Timothy F. Keaney | | Mgmt | For | For | For |
| | 8 | Elect Gale V. King | | Mgmt | For | For | For |
| | 9 | Elect Gloria C. Larson | | Mgmt | For | For | For |
| | 10 | Elect Richard P. McKenney | | Mgmt | For | For | For |
| | 11 | Elect Ronald P. O'Hanley | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
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| US Foods Holding Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | USFD | CUSIP 912008109 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cheryl A. Bachelder | | Mgmt | For | For | For |
| | 2 | Elect James J. Barber, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Robert M. Dutkowsky | | Mgmt | For | For | For |
| | 4 | Elect Scott D. Ferguson | | Mgmt | For | For | For |
| | 5 | Elect David E. Flitman | | Mgmt | For | For | For |
| | 6 | Elect Marla C. Gottschalk | | Mgmt | For | For | For |
| | 7 | Elect Sunil Gupta | | Mgmt | For | For | For |
| | 8 | Elect Carl A. Pforzheimer | | Mgmt | For | For | For |
| | 9 | Elect Quentin Roach | | Mgmt | For | For | For |
| | 10 | Elect David M. Tehle | | Mgmt | For | For | For |
| | 11 | Elect David A. Toy | | Mgmt | For | For | For |
| | 12 | Elect Ann E. Ziegler | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Adoption of Federal Forum Provision | | Mgmt | For | Against | Against |
| | 16 | Amendment to Articles Regarding the Exculpation of Officers | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Compensation in the Event of a Change in Control | | ShrHoldr | Against | Against | For |
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| Vail Resorts, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MTN | CINS 91879Q109 | | 12/07/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director Susan L. Decker | | Mgmt | For | For | For |
| | 4 | Elect Director Robert A. Katz | | Mgmt | For | For | For |
| | 5 | Elect Director Kirsten A. Lynch | | Mgmt | For | For | For |
| | 6 | Elect Director Nadia Rawlinson | | Mgmt | For | For | For |
| | 7 | Elect Director John T. Redmond | | Mgmt | For | For | For |
| | 8 | Elect Director Michele Romanow | | Mgmt | For | For | For |
| | 9 | Elect Director Hilary A. Schneider | | Mgmt | For | For | For |
| | 10 | Elect Director D. Bruce Sewell | | Mgmt | For | For | For |
| | 11 | Elect Director John F. Sorte | | Mgmt | For | For | For |
| | 12 | Elect Director Peter A. Vaughn | | Mgmt | For | For | For |
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| Valero Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VLO | CUSIP 91913Y100 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Fred M. Diaz | | Mgmt | For | For | For |
| | 2 | Elect H. Paulett Eberhart | | Mgmt | For | For | For |
| | 3 | Elect Marie A. Ffolkes | | Mgmt | For | For | For |
| | 4 | Elect Joseph W. Gorder | | Mgmt | For | For | For |
| | 5 | Elect Kimberly S. Greene | | Mgmt | For | For | For |
| | 6 | Elect Deborah P. Majoras | | Mgmt | For | For | For |
| | 7 | Elect Eric D. Mullins | | Mgmt | For | For | For |
| | 8 | Elect Donald L. Nickles | | Mgmt | For | For | For |
| | 9 | Elect Robert A. Profusek | | Mgmt | For | For | For |
| | 10 | Elect Randall J. Weisenburger | | Mgmt | For | For | For |
| | 11 | Elect Rayford Wilkins Jr. | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Shareholder Proposal Regarding Report on Climate Transition Plan and GHG Targets | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding a Racial Equity Audit | | ShrHoldr | Against | Against | For |
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| Verisk Analytics, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VRSK | CUSIP 92345Y106 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Vincent K. Brooks | | Mgmt | For | For | For |
| | 2 | Elect Jeffrey Dailey | | Mgmt | For | For | For |
| | 3 | Elect Wendy E. Lane | | Mgmt | For | For | For |
| | 4 | Elect Lee M. Shavel | | Mgmt | For | For | For |
| | 5 | Elect Kimberly S. Stevenson | | Mgmt | For | For | For |
| | 6 | Elect Olumide Soroye | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
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| Verizon Communications Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VZ | CUSIP 92343V104 | | 05/11/2023 | | 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 Roxanne S. Austin | | Mgmt | For | For | For |
| | 3 | Elect Mark T. Bertolini | | Mgmt | For | For | For |
| | 4 | Elect Vittorio Colao | | Mgmt | For | For | For |
| | 5 | Elect Melanie L. Healey | | Mgmt | For | For | For |
| | 6 | Elect Laxman Narasimhan | | Mgmt | For | For | For |
| | 7 | Elect Clarence Otis, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Daniel H. Schulman | | Mgmt | For | For | For |
| | 9 | Elect Rodney E. Slater | | Mgmt | For | For | For |
| | 10 | Elect Carol B. Tome | | Mgmt | For | For | For |
| | 11 | Elect Hans E. Vestberg | | Mgmt | For | For | For |
| | 12 | Elect Gregory G. Weaver | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding a Policy to Prohibit Political and Electioneering Expenditures | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Amendment to Clawback Policy | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
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| Vertex Pharmaceuticals Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VRTX | CUSIP 92532F100 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sangeeta N. Bhatia | | Mgmt | For | For | For |
| | 2 | Elect Lloyd A. Carney | | Mgmt | For | For | For |
| | 3 | Elect Alan M. Garber | | Mgmt | For | For | For |
| | 4 | Elect Terrence C. Kearney | | Mgmt | For | For | For |
| | 5 | Elect Reshma Kewalramani | | Mgmt | For | For | For |
| | 6 | Elect Jeffrey M. Leiden | | Mgmt | For | For | For |
| | 7 | Elect Diana L. McKenzie | | Mgmt | For | For | For |
| | 8 | Elect Bruce I. Sachs | | Mgmt | For | For | For |
| | 9 | Elect Suketu Upadhyay | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
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| Vicinity Centres | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VCX | CINS Q9395F102 | | 11/16/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 2 | Approve the Increase in Non-Executive Director Fee Pool | | Mgmt | For | For | For |
| | 3 | Approve Grant of Performance Rights to Grant Kelley | | Mgmt | For | For | For |
| | 4 | Approve Re-insertion of Partial Takeovers Provisions in the Company Constitution | | Mgmt | For | For | For |
| | 5 | Approve Re-insertion of Partial Takeovers Provisions in the Trust Constitution | | Mgmt | For | For | For |
| | 6 | Elect Tiffany Fuller as Director | | Mgmt | For | For | For |
| | 7 | Elect Michael Hawker as Director | | Mgmt | For | For | For |
| | 8 | Elect Dion Werbeloff as Director | | Mgmt | For | For | For |
| | 9 | Elect Georgina Lynch as Director | | Mgmt | For | For | For |
| | 10 | Elect Trevor Gerber as Director | | Mgmt | For | For | For |
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| Virtu Financial, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VIRT | CUSIP 928254101 | | 06/13/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Douglas A. Cifu | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Joseph Grano, Jr. | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Joanne M. Minieri | | Mgmt | For | Withhold | Against |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Amendment to Articles to Reflect New Delaware Law Provisions Regarding Officer Exculpation | | Mgmt | For | For | For |
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| Vistra Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VST | CUSIP 92840M102 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Scott B. Helm | | Mgmt | For | For | For |
| | 2 | Elect Hilary E. Ackermann | | Mgmt | For | For | For |
| | 3 | Elect Arcilia C. Acosta | | Mgmt | For | For | For |
| | 4 | Elect Gavin R. Baiera | | Mgmt | For | For | For |
| | 5 | Elect Paul M. Barbas | | Mgmt | For | For | For |
| | 6 | Elect James A. Burke | | Mgmt | For | For | For |
| | 7 | Elect Lisa Crutchfield | | Mgmt | For | For | For |
| | 8 | Elect Brian K. Ferraioli | | Mgmt | For | For | For |
| | 9 | Elect Jeff D. Hunter | | Mgmt | For | For | For |
| | 10 | Elect Julie Lagacy | | Mgmt | For | For | For |
| | 11 | Elect John R. Sult | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| W. R. Berkley Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WRB | CUSIP 084423102 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect W. Robert Berkley, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Maria Luisa Ferre Rangel | | Mgmt | For | For | For |
| | 3 | Elect Daniel L. Mosley | | Mgmt | For | For | For |
| | 4 | Elect Mark L. Shapiro | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
|
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| Walmart Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WMT | CUSIP 931142103 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cesar Conde | | Mgmt | For | For | For |
| | 2 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 3 | Elect Sarah J. Friar | | Mgmt | For | For | For |
| | 4 | Elect Carla A. Harris | | Mgmt | For | For | For |
| | 5 | Elect Thomas W. Horton | | Mgmt | For | For | For |
| | 6 | Elect Marissa A. Mayer | | Mgmt | For | For | For |
| | 7 | Elect C. Douglas McMillon | | Mgmt | For | For | For |
| | 8 | Elect Gregory B. Penner | | Mgmt | For | For | For |
| | 9 | Elect Randall L. Stephenson | | Mgmt | For | For | For |
| | 10 | Elect S. Robson Walton | | Mgmt | For | For | For |
| | 11 | Elect Steuart L. Walton | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | | ShrHoldr | Against | Against | For |
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| Warner Bros. Discovery, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WBD | CUSIP 934423104 | | 05/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Li Haslett Chen | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Kenneth W. Lowe | | Mgmt | For | For | For |
| | 1.3 | Elect Paula A. Price | | Mgmt | For | For | For |
| | 1.4 | Elect David M. Zaslav | | 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 |
| | 5 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
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|
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| Waste Management, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WM | CUSIP 94106L109 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Bruce E. Chinn | | Mgmt | For | For | For |
| | 2 | Elect James C. Fish, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Andres R. Gluski | | Mgmt | For | For | For |
| | 4 | Elect Victoria M. Holt | | Mgmt | For | For | For |
| | 5 | Elect Kathleen M. Mazzarella | | Mgmt | For | For | For |
| | 6 | Elect Sean E. Menke | | Mgmt | For | For | For |
| | 7 | Elect William B. Plummer | | Mgmt | For | For | For |
| | 8 | Elect John C. Pope | | Mgmt | For | For | For |
| | 9 | Elect Maryrose T. Sylvester | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Approval of 2023 Stock Incentive Plan | | Mgmt | For | For | For |
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| Waters Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WAT | CUSIP 941848103 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Flemming Ornskov | | Mgmt | For | For | For |
| | 2 | Elect Linda Baddour | | Mgmt | For | For | For |
| | 3 | Elect Udit Batra | | Mgmt | For | For | For |
| | 4 | Elect Daniel Brennan | | Mgmt | For | For | For |
| | 5 | Elect Richard H. Fearon | | Mgmt | For | For | For |
| | 6 | Elect Pearl S. Huang | | Mgmt | For | For | For |
| | 7 | Elect Wei Jiang | | Mgmt | For | For | For |
| | 8 | Elect Christopher A. Kuebler | | Mgmt | For | For | For |
| | 9 | Elect Mark P. Vergnano | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
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| WEC Energy Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WEC | CUSIP 92939U106 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ave M. Bie | | Mgmt | For | For | For |
| | 2 | Elect Curt S. Culver | | Mgmt | For | For | For |
| | 3 | Elect Danny L. Cunningham | | Mgmt | For | For | For |
| | 4 | Elect William M. Farrow III | | Mgmt | For | For | For |
| | 5 | Elect Cristina A. Garcia-Thomas | | Mgmt | For | For | For |
| | 6 | Elect Maria C. Green | | Mgmt | For | For | For |
| | 7 | Elect Gale E. Klappa | | Mgmt | For | For | For |
| | 8 | Elect Thomas K. Lane | | Mgmt | For | For | For |
| | 9 | Elect Scott J. Lauber | | Mgmt | For | For | For |
| | 10 | Elect Ulice Payne, Jr. | | Mgmt | For | For | For |
| | 11 | Elect Mary Ellen Stanek | | Mgmt | For | Against | Against |
| | 12 | Elect Glen E. Tellock | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| Wells Fargo & Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WFC | CUSIP 949746101 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Steven D. Black | | Mgmt | For | For | For |
| | 2 | Elect Mark A. Chancy | | Mgmt | For | For | For |
| | 3 | Elect Celeste A. Clark | | Mgmt | For | For | For |
| | 4 | Elect Theodore F. Craver, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Richard K. Davis | | Mgmt | For | For | For |
| | 6 | Elect Wayne M. Hewett | | Mgmt | For | For | For |
| | 7 | Elect CeCelia Morken | | Mgmt | For | For | For |
| | 8 | Elect Maria R. Morris | | Mgmt | For | For | For |
| | 9 | Elect Felicia F. Norwood | | Mgmt | For | For | For |
| | 10 | Elect Richard B. Payne, Jr. | | Mgmt | For | For | For |
| | 11 | Elect Ronald L. Sargent | | Mgmt | For | For | For |
| | 12 | Elect Charles W. Scharf | | Mgmt | For | For | For |
| | 13 | Elect Suzanne M. Vautrinot | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Report on Harassment and Discrimination | | ShrHoldr | Against | For | Against |
| | 23 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | For | Against |
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| WestRock Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WRK | CUSIP 96145D105 | | 01/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Colleen F. Arnold | | Mgmt | For | For | For |
| | 2 | Elect Director Timothy J. Bernlohr | | Mgmt | For | For | For |
| | 3 | Elect Director J. Powell Brown | | Mgmt | For | For | For |
| | 4 | Elect Director Terrell K. Crews | | Mgmt | For | For | For |
| | 5 | Elect Director Russell M. Currey | | Mgmt | For | For | For |
| | 6 | Elect Director Suzan F. Harrison | | Mgmt | For | For | For |
| | 7 | Elect Director Gracia C. Martore | | Mgmt | For | For | For |
| | 8 | Elect Director James E. Nevels | | Mgmt | For | For | For |
| | 9 | Elect Director E. Jean Savage | | Mgmt | For | For | For |
| | 10 | Elect Director David B. Sewell | | Mgmt | For | For | For |
| | 11 | Elect Director Dmitri L. Stockton | | Mgmt | For | For | For |
| | 12 | Elect Director Alan D. Wilson | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
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| Weyerhaeuser Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WY | CUSIP 962166104 | | 05/12/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mark A. Emmert | | Mgmt | For | For | For |
| | 2 | Elect Rick R. Holley | | Mgmt | For | For | For |
| | 3 | Elect Sara G. Lewis | | Mgmt | For | For | For |
| | 4 | Elect Deidra C. Merriwether | | Mgmt | For | For | For |
| | 5 | Elect Al Monaco | | Mgmt | For | For | For |
| | 6 | Elect Nicole W. Piasecki | | Mgmt | For | For | For |
| | 7 | Elect Lawrence A. Selzer | | Mgmt | For | For | For |
| | 8 | Elect Devin W. Stockfish | | Mgmt | For | For | For |
| | 9 | Elect Kim Williams | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
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|
| WH Group Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 0288 | CINS G96007102 | | 06/06/2023 | | 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 | Elect MA Xiangjie | | Mgmt | For | Against | Against |
| | 5 | Elect HUANG Ming | | Mgmt | For | Against | Against |
| | 6 | Elect Don LAU Jin Tin | | Mgmt | For | Against | Against |
| | 7 | Elect ZHOU Hui | | Mgmt | For | Against | Against |
| | 8 | Directors' Fees | | Mgmt | For | For | For |
| | 9 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 10 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 11 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 12 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | Against | Against |
| | 13 | Authority to Issue Repurchased Shares | | Mgmt | For | Against | Against |
| | 14 | Amendments to Articles | | Mgmt | For | For | For |
|
|
|
| Wintrust Financial Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WTFC | CUSIP 97650W108 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Elizabeth H. Connelly | | Mgmt | For | For | For |
| | 2 | Elect Timothy S. Crane | | Mgmt | For | For | For |
| | 3 | Elect Peter D. Crist | | Mgmt | For | For | For |
| | 4 | Elect William J. Doyle | | Mgmt | For | For | For |
| | 5 | Elect Marla F. Glabe | | Mgmt | For | For | For |
| | 6 | Elect H. Patrick Hackett, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Scott K. Heitmann | | Mgmt | For | For | For |
| | 8 | Elect Brian A. Kenney | | Mgmt | For | For | For |
| | 9 | Elect Deborah L. Hall Lefevre | | Mgmt | For | For | For |
| | 10 | Elect Suzet M. McKinney | | Mgmt | For | For | For |
| | 11 | Elect Gary D. Sweeney | | Mgmt | For | For | For |
| | 12 | Elect Karin Gustafson Teglia | | Mgmt | For | For | For |
| | 13 | Elect Alex E. Washington, III | | Mgmt | For | For | For |
| | 14 | Elect Edward J. Wehmer | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
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| Wix.com Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WIX | CINS M98068105 | | 12/19/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Israel | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Amend and Readopt Compensation Policy for the Executives of the Company | | Mgmt | For | For | For |
| | 2 | Amend and Readopt Compensation Policy for the Directors of the Company | | Mgmt | For | For | For |
| | 3 | Amend and Readopt Compensation Arrangement of Non-Executive Directors | | Mgmt | For | Against | Against |
| | 4 | Approve Offer to Exchange certain Options held by Non-Director and Non-Executive Employees of the Company and Subsidiaries | | Mgmt | For | Against | Against |
| | 5 | Ratify the Appointment and Compensation of Kost, Forer, Gabbay & Kasierer as Auditors | | Mgmt | For | For | For |
| | 6 | Reelect Avishai Abrahami as Director | | Mgmt | For | For | For |
| | 7 | Reelect Diane Greene as Director | | Mgmt | For | For | For |
| | 8 | Reelect Mark Tluszcz as Director | | Mgmt | For | For | For |
| | 9 | Vote FOR if you are NOT a controlling shareholder and do NOT have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. If you vote AGAINST, please provide an explanation to your account manager | | Mgmt | None | For | N/A |
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| Wolters Kluwer NV | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WKL | CINS N9643A197 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Remuneration Report | | Mgmt | For | For | For |
| | 7 | Accounts and Reports | | Mgmt | For | For | For |
| | 8 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 9 | Allocation of Dividends | | Mgmt | For | For | For |
| | 10 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 11 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 12 | Elect Chris Vogelzang to the Supervisory Board | | Mgmt | For | For | For |
| | 13 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 14 | Authority to Suppress Preemptive Rights | | Mgmt | For | For | For |
| | 15 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 16 | Cancellation of Shares | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 19 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 20 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 21 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| Workday, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WDAY | CUSIP 98138H101 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Christa Davies | | Mgmt | For | For | For |
| | 2 | Elect Wayne A.I. Frederick | | Mgmt | For | For | For |
| | 3 | Elect Mark J. Hawkins | | Mgmt | For | For | For |
| | 4 | Elect George J. Still Jr. | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 7 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
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| Wyndham Hotels & Resorts, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WH | CUSIP 98311A105 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Stephen P. Holmes | | Mgmt | For | For | For |
| | 2 | Elect Geoffrey Ballotti | | Mgmt | For | For | For |
| | 3 | Elect Myra J. Biblowit | | Mgmt | For | Against | Against |
| | 4 | Elect James E. Buckman | | Mgmt | For | For | For |
| | 5 | Elect Bruce B. Churchill | | Mgmt | For | For | For |
| | 6 | Elect Mukul Vinayak Deoras | | Mgmt | For | For | For |
| | 7 | Elect Ronald L. Nelson | | Mgmt | For | For | For |
| | 8 | Elect Pauline D.E. Richards | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Amendment to Provide for Exculpation of Officers | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
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| Xcel Energy Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | XEL | CUSIP 98389B100 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Megan Burkhart | | Mgmt | For | For | For |
| | 2 | Elect Lynn Casey | | Mgmt | For | For | For |
| | 3 | Elect Robert C. Frenzel | | Mgmt | For | For | For |
| | 4 | Elect Netha Johnson | | Mgmt | For | For | For |
| | 5 | Elect Patricia L. Kampling | | Mgmt | For | For | For |
| | 6 | Elect George Kehl | | Mgmt | For | For | For |
| | 7 | Elect Richard T. O'Brien | | Mgmt | For | For | For |
| | 8 | Elect Charles Pardee | | Mgmt | For | For | For |
| | 9 | Elect Christopher J. Policinski | | Mgmt | For | For | For |
| | 10 | Elect James T. Prokopanko | | Mgmt | For | For | For |
| | 11 | Elect Kim Williams | | Mgmt | For | For | For |
| | 12 | Elect Daniel Yohannes | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
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| YAKULT HONSHA CO., LTD. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 2267 | CINS J95468120 | | 06/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Elect Hiroshi Narita | | Mgmt | For | For | For |
| | 3 | Elect Hiroshi Wakabayashi | | Mgmt | For | For | For |
| | 4 | Elect Akifumi Doi | | Mgmt | For | For | For |
| | 5 | Elect Masao Imada | | Mgmt | For | For | For |
| | 6 | Elect Koichi Hirano | | Mgmt | For | For | For |
| | 7 | Elect Ryuji Yasuda | | Mgmt | For | For | For |
| | 8 | Elect Naoko Tobe | | Mgmt | For | For | For |
| | 9 | Elect Katsuyoshi Shimbo | | Mgmt | For | For | For |
| | 10 | Elect Yumiko Nagasawa | | Mgmt | For | For | For |
| | 11 | Elect Satoshi Akutsu | | Mgmt | For | For | For |
| | 12 | Elect Manabu Naito | | Mgmt | For | For | For |
| | 13 | Elect Masatoshi Nagira | | Mgmt | For | For | For |
| | 14 | Elect Hideaki Hoshiko | | Mgmt | For | For | For |
| | 15 | Elect Junichi Shimada | | Mgmt | For | For | For |
| | 16 | Elect Matthew Digby | | Mgmt | For | For | For |
| | 17 | Adoption of Restricted Stock Plan | | Mgmt | For | For | For |
| | 18 | Statutory Auditors' Fees | | Mgmt | For | For | For |
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| Yara International ASA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | YAR | CINS R9900C106 | | 06/12/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Norway | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 6 | Notice of Meeting; Agenda | | Mgmt | For | TNA | N/A |
| | 7 | Election of Presiding Chair; Minutes | | Mgmt | For | TNA | N/A |
| | 8 | Authority to Set Auditor's Fees | | Mgmt | For | TNA | N/A |
| | 9 | Accounts and Reports; Report of the Board of Directors; Allocation of Profits and Dividends | | Mgmt | For | TNA | N/A |
| | 10 | Remuneration Policy | | Mgmt | For | TNA | N/A |
| | 11 | Remuneration Report | | Mgmt | For | TNA | N/A |
| | 12 | Corporate Governance Report | | Mgmt | For | TNA | N/A |
| | 13 | Election of Directors | | Mgmt | For | TNA | N/A |
| | 14 | Directors' Fees | | Mgmt | For | TNA | N/A |
| | 15 | Appointment of Nomination Committee Members | | Mgmt | For | TNA | N/A |
| | 16 | Nomination Committee Fees | | Mgmt | For | TNA | N/A |
| | 17 | Amendments to Articles | | Mgmt | For | TNA | N/A |
| | 18 | Authority to Repurchase Shares | | Mgmt | For | TNA | N/A |
| | 19 | Shareholder Proposal Regarding Independent Verification of Compliance with Labor and Human Rights Standards | | ShrHoldr | Against | TNA | N/A |
| | 20 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 21 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 22 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
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| Zebra Technologies Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ZBRA | CUSIP 989207105 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William J Burns | | Mgmt | For | For | For |
| | 2 | Elect Linda M. Connly | | Mgmt | For | For | For |
| | 3 | Elect Anders Gustafsson | | Mgmt | For | For | For |
| | 4 | Elect Janice M. Roberts | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
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| Zscaler, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ZS | CUSIP 98980G102 | | 01/13/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director Andrew Brown | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Director Scott Darling | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Director David Schneider | | Mgmt | For | Withhold | Against |
| | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
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| Zurich Insurance Group AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ZURN | CINS H9870Y105 | | 04/06/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Switzerland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 3 | Compensation Report | | Mgmt | For | TNA | N/A |
| | 4 | Allocation of Dividends | | Mgmt | For | TNA | N/A |
| | 5 | Ratification of Board and Management Acts | | Mgmt | For | TNA | N/A |
| | 6 | Elect Michel M. Lies as Member and as Board Chair | | Mgmt | For | TNA | N/A |
| | 7 | Elect Joan Lordi C. Amble | | Mgmt | For | TNA | N/A |
| | 8 | Elect Catherine P. Bessant | | Mgmt | For | TNA | N/A |
| | 9 | Elect Dame Alison J. Carnwath | | Mgmt | For | TNA | N/A |
| | 10 | Elect Christoph Franz | | Mgmt | For | TNA | N/A |
| | 11 | Elect Michael Halbherr | | Mgmt | For | TNA | N/A |
| | 12 | Elect Sabine Keller-Busse | | Mgmt | For | TNA | N/A |
| | 13 | Elect Monica Machler | | Mgmt | For | TNA | N/A |
| | 14 | Elect Kishore Mahbubani | | Mgmt | For | TNA | N/A |
| | 15 | Elect Peter Maurer | | Mgmt | For | TNA | N/A |
| | 16 | Elect Jasmin Staiblin | | Mgmt | For | TNA | N/A |
| | 17 | Elect Barry Stowe | | Mgmt | For | TNA | N/A |
| | 18 | Elect Michel M. Lies as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 19 | Elect Catherine P. Bessant as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 20 | Elect Christoph Franz as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 21 | Elect Sabine Keller-Busse as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 22 | Elect Kishore Mahbubani as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 23 | Elect Jasmin Staiblin as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 24 | Appointment of Independent Proxy | | Mgmt | For | TNA | N/A |
| | 25 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 26 | Board Compensation | | Mgmt | For | TNA | N/A |
| | 27 | Executive Compensation | | Mgmt | For | TNA | N/A |
| | 28 | Approval of a Capital Band | | Mgmt | For | TNA | N/A |
| | 29 | Amendments to Articles (Share Register) | | Mgmt | For | TNA | N/A |
| | 30 | Amendments to Articles (General Meetings) | | Mgmt | For | TNA | N/A |
| | 31 | Amendments to Articles (Miscellaneous) | | Mgmt | For | TNA | N/A |
| | 32 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | | | | | | | |
| Registrant : | Putnam Variable Trust | | | |
| Fund Name : | Putnam VT Multi-Cap Core Fund | | | |
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| AbbVie Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABBV | CUSIP 00287Y109 | | 05/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert J. Alpern | | Mgmt | For | For | For |
| | 2 | Elect Melody B. Meyer | | Mgmt | For | For | For |
| | 3 | Elect Frederick H. Waddell | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
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| Adobe Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ADBE | ISIN US00724PAD15 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Amy L. Banse | | Mgmt | For | For | For |
| | 2 | Elect Brett Biggs | | Mgmt | For | For | For |
| | 3 | Elect Melanie Boulden | | Mgmt | For | For | For |
| | 4 | Elect Frank A. Calderoni | | Mgmt | For | For | For |
| | 5 | Elect Laura B. Desmond | | Mgmt | For | For | For |
| | 6 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 7 | Elect Spencer Neumann | | Mgmt | For | For | For |
| | 8 | Elect Kathleen Oberg | | Mgmt | For | For | For |
| | 9 | Elect Dheeraj Pandey | | Mgmt | For | For | For |
| | 10 | Elect David A. Ricks | | Mgmt | For | For | For |
| | 11 | Elect Daniel Rosensweig | | Mgmt | For | For | For |
| | 12 | Elect John E. Warnock | | Mgmt | For | For | For |
| | 13 | Amendment to the 2019 Equity Incentive Plan | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Shareholder Proposal Regarding Report on Hiring Practices for People With Arrest Records | | ShrHoldr | Against | Against | For |
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| Altria Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MO | CUSIP 02209S103 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ian L.T. Clarke | | Mgmt | For | For | For |
| | 2 | Elect Marjorie M. Connelly | | Mgmt | For | For | For |
| | 3 | Elect R. Matt Davis | | Mgmt | For | For | For |
| | 4 | Elect William F. Gifford, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Jacinto J. Hernandez | | Mgmt | For | For | For |
| | 6 | Elect Debra J. Kelly-Ennis | | Mgmt | For | For | For |
| | 7 | Elect Kathryn B. McQuade | | Mgmt | For | For | For |
| | 8 | Elect George Munoz | | Mgmt | For | For | For |
| | 9 | Elect Nabil Y. Sakkab | | Mgmt | For | For | For |
| | 10 | Elect Virginia E. Shanks | | Mgmt | For | For | For |
| | 11 | Elect Ellen R. Strahlman | | Mgmt | For | For | For |
| | 12 | Elect M. Max Yzaguirre | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Civil Rights Audit | | ShrHoldr | Against | Against | For |
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| Amazon.com, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMZN | CUSIP 023135106 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey P. Bezos | | Mgmt | For | For | For |
| | 2 | Elect Andrew R. Jassy | | Mgmt | For | For | For |
| | 3 | Elect Keith B. Alexander | | Mgmt | For | For | For |
| | 4 | Elect Edith W. Cooper | | Mgmt | For | For | For |
| | 5 | Elect Jamie S. Gorelick | | Mgmt | For | For | For |
| | 6 | Elect Daniel P. Huttenlocher | | Mgmt | For | For | For |
| | 7 | Elect Judith A. McGrath | | Mgmt | For | For | For |
| | 8 | Elect Indra K. Nooyi | | Mgmt | For | For | For |
| | 9 | Elect Jonathan J. Rubinstein | | Mgmt | For | For | For |
| | 10 | Elect Patricia Q. Stonesifer | | Mgmt | For | For | For |
| | 11 | Elect Wendell P. Weeks | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the 1997 Stock Incentive Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Customer Due Diligence | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | | ShrHoldr | Against | Against | For |
| | 29 | Shareholder Proposal Regarding Formation of Public Policy Committee | | ShrHoldr | Against | Against | For |
| | 30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | | ShrHoldr | Against | Against | For |
| | 31 | Shareholder Proposal Regarding Report on Working Conditions | | ShrHoldr | Against | Against | For |
| | 32 | Shareholder Proposal Regarding Report on Plastic Packaging | | ShrHoldr | Against | Against | For |
| | 33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | | ShrHoldr | Against | Against | For |
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| Ameriprise Financial, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMP | CUSIP 03076C106 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James M. Cracchiolo | | Mgmt | For | For | For |
| | 2 | Elect Robert F. Sharpe, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Dianne Neal Blixt | | Mgmt | For | For | For |
| | 4 | Elect Amy DiGeso | | Mgmt | For | For | For |
| | 5 | Elect Christopher J. Williams | | Mgmt | For | For | For |
| | 6 | Elect Armando Pimentel, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Brian T. Shea | | Mgmt | For | For | For |
| | 8 | Elect W. Edward Walter III | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Amendment to the 2005 Incentive Compensation Plan | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
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| AMGEN Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMGN | CUSIP 031162100 | | 05/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Wanda M. Austin | | Mgmt | For | For | For |
| | 2 | Elect Robert A. Bradway | | Mgmt | For | For | For |
| | 3 | Elect Michael V. Drake | | Mgmt | For | For | For |
| | 4 | Elect Brian J. Druker | | Mgmt | For | For | For |
| | 5 | Elect Robert A. Eckert | | Mgmt | For | For | For |
| | 6 | Elect Greg C. Garland | | Mgmt | For | For | For |
| | 7 | Elect Charles M. Holley, Jr. | | Mgmt | For | For | For |
| | 8 | Elect S. Omar Ishrak | | Mgmt | For | For | For |
| | 9 | Elect Tyler Jacks | | Mgmt | For | For | For |
| | 10 | Elect Ellen J. Kullman | | Mgmt | For | For | For |
| | 11 | Elect Amy E. Miles | | Mgmt | For | For | For |
| | 12 | Elect Ronald D. Sugar | | Mgmt | For | For | For |
| | 13 | Elect R. Sanders Williams | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
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| Antero Resources Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AR | CUSIP 03674X106 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Paul M. Rady | | Mgmt | For | For | For |
| | 1.2 | Elect Thomas B. Tyree, Jr | | Mgmt | For | For | For |
| | 1.3 | Elect Brenda R. Schroer | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Amendment to Articles to Reflect Delaware Law Provisions Regarding Officer Exculpation | | Mgmt | For | For | For |
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| Apollo Global Management, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | APO | CINS 03769M106 | | 10/07/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Marc A. Beilinson | | Mgmt | For | Withhold | Against |
| | 2 | Elect Director Scott Kleinman | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director A.B. Krongard | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Pauline Richards | | Mgmt | For | Withhold | Against |
| | 5 | Elect Director Marc Rowan | | Mgmt | For | Withhold | Against |
| | 6 | Elect Director David Simon | | Mgmt | For | Withhold | Against |
| | 7 | Elect Director Lynn Swann | | Mgmt | For | Withhold | Against |
| | 8 | Elect Director James Zelter | | Mgmt | For | Withhold | Against |
| | 9 | Elect Director James R. Belardi | | Mgmt | For | Withhold | Against |
| | 10 | Elect Director Jessica Bibliowicz | | Mgmt | For | Withhold | Against |
| | 11 | Elect Director Walter (Jay) Clayton, III | | Mgmt | For | Withhold | Against |
| | 12 | Elect Director Michael Ducey | | Mgmt | For | Withhold | Against |
| | 13 | Elect Director Richard Emerson | | Mgmt | For | Withhold | Against |
| | 14 | Elect Director Kerry Murphy Healey | | Mgmt | For | Withhold | Against |
| | 15 | Elect Director Mitra Hormozi | | Mgmt | For | Withhold | Against |
| | 16 | Elect Director Pamela Joyner | | Mgmt | For | Withhold | Against |
| | 17 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
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| Apple Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AAPL | CUSIP 037833100 | | 03/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director James Bell | | Mgmt | For | For | For |
| | 2 | Elect Director Tim Cook | | Mgmt | For | For | For |
| | 3 | Elect Director Al Gore | | Mgmt | For | For | For |
| | 4 | Elect Director Alex Gorsky | | Mgmt | For | For | For |
| | 5 | Elect Director Andrea Jung | | Mgmt | For | For | For |
| | 6 | Elect Director Art Levinson | | Mgmt | For | For | For |
| | 7 | Elect Director Monica Lozano | | Mgmt | For | For | For |
| | 8 | Elect Director Ron Sugar | | Mgmt | For | For | For |
| | 9 | Elect Director Sue Wagner | | Mgmt | For | For | For |
| | 10 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Report on Civil Rights and Non-Discrimination Audit | | ShrHoldr | Against | Against | For |
| | 14 | Report on Operations in Communist China | | ShrHoldr | Against | Against | For |
| | 15 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | | ShrHoldr | Against | Against | For |
| | 16 | Report on Median Gender/Racial Pay Gap | | ShrHoldr | Against | Against | For |
| | 17 | Amend Proxy Access Right | | ShrHoldr | Against | Against | For |
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| Arch Capital Group Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ACGL | CUSIP G0450A105 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Francis Ebong | | Mgmt | For | For | For |
| | 2 | Elect Eileen A. Mallesch | | Mgmt | For | For | For |
| | 3 | Elect Louis J. Paglia | | Mgmt | For | For | For |
| | 4 | Elect Brian S. Posner | | Mgmt | For | For | For |
| | 5 | Elect John D. Vollaro | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Amendment to the 2007 Employee Share Purchase Plan | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Elect Matthew Dragonetti | | Mgmt | For | For | For |
| | 11 | Elect Seamus Fearon | | Mgmt | For | For | For |
| | 12 | Elect H. Beau Franklin | | Mgmt | For | For | For |
| | 13 | Elect Jerome Halgan | | Mgmt | For | For | For |
| | 14 | Elect James Haney | | Mgmt | For | For | For |
| | 15 | Elect Chris Hovey | | Mgmt | For | For | For |
| | 16 | Elect Pierre Jal | | Mgmt | For | For | For |
| | 17 | Elect Francois Morin | | Mgmt | For | For | For |
| | 18 | Elect David J. Mulholland | | Mgmt | For | For | For |
| | 19 | Elect Chiara Nannini | | Mgmt | For | Against | Against |
| | 20 | Elect Maamoun Rajeh | | Mgmt | For | For | For |
| | 21 | Elect Christine Todd | | Mgmt | For | For | For |
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| Armada Hoffler Properties, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AHH | CUSIP 04208T108 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect George F. Allen | | Mgmt | For | Against | Against |
| | 2 | Elect James A. Carroll | | Mgmt | For | For | For |
| | 3 | Elect James C. Cherry | | Mgmt | For | For | For |
| | 4 | Elect Dennis H. Gartman | | Mgmt | For | For | For |
| | 5 | Elect Louis S. Haddad | | Mgmt | For | For | For |
| | 6 | Elect Eva S. Hardy | | Mgmt | For | For | For |
| | 7 | Elect Daniel A. Hoffler | | Mgmt | For | For | For |
| | 8 | Elect A. Russell Kirk | | Mgmt | For | For | For |
| | 9 | Elect John W. Snow | | 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 2013 Equity Incentive Plan | | Mgmt | For | For | For |
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| Assured Guaranty Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AGO | CUSIP G0585R106 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 Yukiko Omura | | Mgmt | For | For | For |
| | 10 | Elect Lorin P.T. Radtke | | Mgmt | For | For | For |
| | 11 | Elect Courtney C. Shea | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 16 | Elect Robert A. Bailenson | | 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 Darrin Futter | | Mgmt | For | For | For |
| | 22 | Elect Jorge Gana | | Mgmt | For | For | For |
| | 23 | Elect Holly L. Horn | | Mgmt | For | For | For |
| | 24 | Elect Walter A. Scott | | Mgmt | For | For | For |
| | 25 | Ratification of Subsidiary Auditor | | Mgmt | For | For | For |
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| Bank of America Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAC | CUSIP 060505583 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sharon L. Allen | | Mgmt | For | For | For |
| | 2 | Elect Jose E. Almeida | | Mgmt | For | For | For |
| | 3 | Elect Frank P. Bramble, Sr. | | Mgmt | For | For | For |
| | 4 | Elect Pierre J. P. de Weck | | Mgmt | For | For | For |
| | 5 | Elect Arnold W. Donald | | Mgmt | For | For | For |
| | 6 | Elect Linda P. Hudson | | Mgmt | For | For | For |
| | 7 | Elect Monica C. Lozano | | Mgmt | For | For | For |
| | 8 | Elect Brian T. Moynihan | | Mgmt | For | For | For |
| | 9 | Elect Lionel L. Nowell, III | | Mgmt | For | For | For |
| | 10 | Elect Denise L. Ramos | | Mgmt | For | For | For |
| | 11 | Elect Clayton S. Rose | | Mgmt | For | For | For |
| | 12 | Elect Michael D. White | | Mgmt | For | For | For |
| | 13 | Elect Thomas D. Woods | | Mgmt | For | For | For |
| | 14 | Elect Maria T. Zuber | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Amendment to the Bank of America Corporation Equity Plan | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Absolute GHG Targets and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding a Racial Equity Audit | | ShrHoldr | Against | Against | For |
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| Berkshire Hathaway Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BRKA | CUSIP 084670702 | | 05/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Warren E. Buffett | | Mgmt | For | For | For |
| | 1.2 | Elect Charles T. Munger | | Mgmt | For | For | For |
| | 1.3 | Elect Gregory E. Abel | | Mgmt | For | For | For |
| | 1.4 | Elect Howard G. Buffett | | Mgmt | For | For | For |
| | 1.5 | Elect Susan A. Buffett | | Mgmt | For | For | For |
| | 1.6 | Elect Stephen B. Burke | | Mgmt | For | For | For |
| | 1.7 | Elect Kenneth I. Chenault | | Mgmt | For | For | For |
| | 1.8 | Elect Christopher C. Davis | | Mgmt | For | For | For |
| | 1.9 | Elect Susan L. Decker | | Mgmt | For | For | For |
| | 1.10 | Elect Charlotte Guyman | | Mgmt | For | Withhold | Against |
| | 1.11 | Elect Ajit Jain | | Mgmt | For | For | For |
| | 1.12 | Elect Thomas S. Murphy, Jr. | | Mgmt | For | For | For |
| | 1.13 | Elect Ronald L. Olson | | Mgmt | For | Withhold | Against |
| | 1.14 | Elect Wallace R. Weitz | | Mgmt | For | For | For |
| | 1.15 | Elect Meryl B. Witmer | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 4 | Shareholder Proposal Regarding Climate Report | | ShrHoldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Disclosure and Oversight of Climate Change Risks | | ShrHoldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
| | 8 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Public Positions on Political Speech | | ShrHoldr | Against | Against | For |
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| Berry Global Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BERY | CUSIP 08579W103 | | 02/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director B. Evan Bayh | | Mgmt | For | For | For |
| | 2 | Elect Director Jonathan F. Foster | | Mgmt | For | For | For |
| | 3 | Elect Director Idalene F. Kesner | | Mgmt | For | For | For |
| | 4 | Elect Director Jill A. Rahman | | Mgmt | For | For | For |
| | 5 | Elect Director Carl J. (Rick) Rickertsen | | Mgmt | For | Against | Against |
| | 6 | Elect Director Thomas E. Salmon | | Mgmt | For | For | For |
| | 7 | Elect Director Chaney M. Sheffield, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Director Robert A. Steele | | Mgmt | For | For | For |
| | 9 | Elect Director Stephen E. Sterrett | | Mgmt | For | For | For |
| | 10 | Elect Director Scott B. Ullem | | Mgmt | For | For | For |
| | 11 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
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| Best Buy Co., Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BBY | CUSIP 086516101 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Corie S. Barry | | Mgmt | For | For | For |
| | 2 | Elect Lisa M. Caputo | | Mgmt | For | For | For |
| | 3 | Elect J. Patrick Doyle | | Mgmt | For | For | For |
| | 4 | Elect David W. Kenny | | Mgmt | For | For | For |
| | 5 | Elect Mario J. Marte | | Mgmt | For | For | For |
| | 6 | Elect Karen A. McLoughlin | | Mgmt | For | For | For |
| | 7 | Elect Claudia Fan Munce | | Mgmt | For | For | For |
| | 8 | Elect Richelle P. Parham | | Mgmt | For | For | For |
| | 9 | Elect Steven E. Rendle | | Mgmt | For | For | For |
| | 10 | Elect Sima D. Sistani | | Mgmt | For | For | For |
| | 11 | Elect Melinda D. Whittington | | Mgmt | For | For | For |
| | 12 | Elect Eugene A. Woods | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
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| Booking Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BKNG | CUSIP 09857L108 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Glenn D. Fogel | | Mgmt | For | For | For |
| | 1.2 | Elect Mirian M. Graddick-Weir | | Mgmt | For | For | For |
| | 1.3 | Elect Wei Hopeman | | Mgmt | For | For | For |
| | 1.4 | Elect Robert J. Mylod Jr. | | Mgmt | For | For | For |
| | 1.5 | Elect Charles H. Noski | | Mgmt | For | For | For |
| | 1.6 | Elect JosephLarry Quinlan | | Mgmt | For | For | For |
| | 1.7 | Elect Nicholas J. Read | | Mgmt | For | For | For |
| | 1.8 | Elect Thomas E. Rothman | | Mgmt | For | For | For |
| | 1.9 | Elect Sumit Singh | | Mgmt | For | For | For |
| | 1.10 | Elect Lynn M. Vojvodich Radakovich | | Mgmt | For | For | For |
| | 1.11 | Elect Vanessa A. Wittman | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
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| CBRE Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CBRE | CUSIP 12504L109 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Brandon B. Boze | | Mgmt | For | For | For |
| | 2 | Elect Beth F. Cobert | | Mgmt | For | For | For |
| | 3 | Elect Reginald H. Gilyard | | Mgmt | For | For | For |
| | 4 | Elect Shira D. Goodman | | Mgmt | For | For | For |
| | 5 | Elect E.M. Blake Hutcheson | | Mgmt | For | For | For |
| | 6 | Elect Christopher T. Jenny | | Mgmt | For | For | For |
| | 7 | Elect Gerardo I. Lopez | | Mgmt | For | For | For |
| | 8 | Elect Susan Meaney | | Mgmt | For | For | For |
| | 9 | Elect Oscar Munoz | | Mgmt | For | For | For |
| | 10 | Elect Robert E. Sulentic | | Mgmt | For | For | For |
| | 11 | Elect Sanjiv Yajnik | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
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| Chuy's Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CHUY | CINS 171604101 | | 07/28/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Saed Mohseni | | Mgmt | For | For | For |
| | 2 | Elect Director Ira Zecher | | Mgmt | For | For | For |
| | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 4 | Ratify RSM US LLP as Auditors | | Mgmt | For | For | For |
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| Cisco Systems, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CSCO | CINS 17275R102 | | 12/08/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | | ShrHoldr | Against | Against | For |
| | 4 | Elect Director M. Michele Burns | | Mgmt | For | For | For |
| | 5 | Elect Director Wesley G. Bush | | Mgmt | For | For | For |
| | 6 | Elect Director Michael D. Capellas | | Mgmt | For | For | For |
| | 7 | Elect Director Mark Garrett | | Mgmt | For | For | For |
| | 8 | Elect Director John D. Harris, II | | Mgmt | For | For | For |
| | 9 | Elect Director Kristina M. Johnson | | Mgmt | For | For | For |
| | 10 | Elect Director Roderick C. McGeary | | Mgmt | For | For | For |
| | 11 | Elect Director Sarah Rae Murphy | | Mgmt | For | For | For |
| | 12 | Elect Director Charles H. Robbins | | Mgmt | For | For | For |
| | 13 | Elect Director Brenton L. Saunders | | Mgmt | For | Against | Against |
| | 14 | Elect Director Lisa T. Su | | Mgmt | For | For | For |
| | 15 | Elect Director Marianna Tessel | | Mgmt | For | For | For |
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| CMS Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMS | CUSIP 125896100 | | 05/05/2023 | | 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 William D. Harvey | | Mgmt | For | For | For |
| | 5 | Elect Garrick J. Rochow | | Mgmt | For | For | For |
| | 6 | Elect John G. Russell | | Mgmt | For | For | For |
| | 7 | Elect Suzanne F. Shank | | Mgmt | For | For | For |
| | 8 | Elect Myrna M. Soto | | Mgmt | For | For | For |
| | 9 | Elect John G. Sznewajs | | Mgmt | For | For | For |
| | 10 | Elect Ronald J. Tanski | | Mgmt | For | For | For |
| | 11 | Elect Laura H. Wright | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Comcast Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMCSA | CUSIP 20030N101 | | 06/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Kenneth J. Bacon | | Mgmt | For | For | For |
| | 1.2 | Elect Thomas J. Baltimore, Jr. | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Madeline S. Bell | | 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 2023 Omnibus Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 4 | Amendment to the 2002 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 8 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
|
|
|
| ConocoPhillips | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COP | CUSIP 20825C104 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Dennis Victor Arriola | | Mgmt | For | For | For |
| | 2 | Elect Jody L. Freeman | | Mgmt | For | For | For |
| | 3 | Elect Gay Huey Evans | | Mgmt | For | For | For |
| | 4 | Elect Jeffrey A. Joerres | | Mgmt | For | For | For |
| | 5 | Elect Ryan M. Lance | | Mgmt | For | For | For |
| | 6 | Elect Timothy A. Leach | | Mgmt | For | For | For |
| | 7 | Elect William H. McRaven | | Mgmt | For | For | For |
| | 8 | Elect Sharmila Mulligan | | Mgmt | For | For | For |
| | 9 | Elect Eric D. Mullins | | Mgmt | For | For | For |
| | 10 | Elect Arjun N. Murti | | Mgmt | For | For | For |
| | 11 | Elect Robert A. Niblock | | Mgmt | For | For | For |
| | 12 | Elect David T. Seaton | | Mgmt | For | For | For |
| | 13 | Elect R. A. Walker | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 17 | Permit Shareholders to Call Special Meetings | | Mgmt | For | For | For |
| | 18 | Approval of the 2023 Omnibus Stock and Performance Incentive Plan | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| Constellation Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CEG | CUSIP 21037T109 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Joseph Dominguez | | Mgmt | For | For | For |
| | 1.2 | Elect Julie Holzrichter | | Mgmt | For | For | For |
| | 1.3 | Elect Ashish Khandpur | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| CVS Health Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CVS | CUSIP 126650100 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Fernando Aguirre | | Mgmt | For | For | For |
| | 2 | Elect Jeffrey R. Balser | | Mgmt | For | For | For |
| | 3 | Elect C. David Brown II | | Mgmt | For | For | For |
| | 4 | Elect Alecia A. DeCoudreaux | | Mgmt | For | For | For |
| | 5 | Elect Nancy-Ann DeParle | | Mgmt | For | For | For |
| | 6 | Elect Roger N. Farah | | Mgmt | For | For | For |
| | 7 | Elect Anne M. Finucane | | Mgmt | For | For | For |
| | 8 | Elect Edward J. Ludwig | | Mgmt | For | For | For |
| | 9 | Elect Karen S. Lynch | | Mgmt | For | For | For |
| | 10 | Elect Jean-Pierre Millon | | Mgmt | For | For | For |
| | 11 | Elect Mary L. Schapiro | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Abstain | N/A |
| | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Abstain | N/A |
| | 18 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | | ShrHoldr | Against | Abstain | N/A |
| | 19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
|
|
|
| Deere & Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DE | CUSIP 244199105 | | 02/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Leanne G. Caret | | Mgmt | For | For | For |
| | 2 | Elect Director Tamra A. Erwin | | Mgmt | For | For | For |
| | 3 | Elect Director Alan C. Heuberger | | Mgmt | For | For | For |
| | 4 | Elect Director Charles O. Holliday, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Director Michael O. Johanns | | Mgmt | For | For | For |
| | 6 | Elect Director Clayton M. Jones | | Mgmt | For | For | For |
| | 7 | Elect Director John C. May | | Mgmt | For | For | For |
| | 8 | Elect Director Gregory R. Page | | Mgmt | For | For | For |
| | 9 | Elect Director Sherry M. Smith | | Mgmt | For | For | For |
| | 10 | Elect Director Dmitri L. Stockton | | Mgmt | For | For | For |
| | 11 | Elect Director Sheila G. Talton | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | ShrHoldr | Against | Against | For |
|
|
|
| DuPont de Nemours, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DD | CUSIP 26614N102 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Amy G. Brady | | Mgmt | For | For | For |
| | 2 | Elect Edward D. Breen | | Mgmt | For | For | For |
| | 3 | Elect Ruby R. Chandy | | Mgmt | For | For | For |
| | 4 | Elect Terrence R. Curtin | | Mgmt | For | For | For |
| | 5 | Elect Alexander M. Cutler | | Mgmt | For | For | For |
| | 6 | Elect Eleuthere I. du Pont | | Mgmt | For | For | For |
| | 7 | Elect Kristina M. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Luther C. Kissam IV | | Mgmt | For | For | For |
| | 9 | Elect Frederick M. Lowery | | Mgmt | For | For | For |
| | 10 | Elect Raymond J. Milchovich | | Mgmt | For | For | For |
| | 11 | Elect Deanna M. Mulligan | | Mgmt | For | For | For |
| | 12 | Elect Steven M. Sterin | | 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 Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Eastman Chemical Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EMN | CUSIP 277432100 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Humberto P. Alfonso | | Mgmt | For | For | For |
| | 2 | Elect Brett D. Begemann | | Mgmt | For | For | For |
| | 3 | Elect Eric L. Butler | | Mgmt | For | For | For |
| | 4 | Elect Mark J. Costa | | Mgmt | For | For | For |
| | 5 | Elect Edward L. Doheny II | | Mgmt | For | For | For |
| | 6 | Elect Linnie M. Haynesworth | | Mgmt | For | For | For |
| | 7 | Elect Julie Fasone Holder | | Mgmt | For | For | For |
| | 8 | Elect Renee J. Hornbaker | | Mgmt | For | For | For |
| | 9 | Elect Kim Ann Mink | | Mgmt | For | For | For |
| | 10 | Elect James J. O'Brien | | Mgmt | For | For | For |
| | 11 | Elect David W. Raisbeck | | Mgmt | For | For | For |
| | 12 | Elect Charles K. Stevens III | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Elevance Health, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ELV | CUSIP 036752103 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gail K. Boudreaux | | Mgmt | For | For | For |
| | 2 | Elect R. Kerry Clark | | Mgmt | For | For | For |
| | 3 | Elect Robert L. Dixon, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Deanna Strable-Soethout | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Eli Lilly and Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LLY | CUSIP 532457108 | | 05/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William G. Kaelin, Jr. | | Mgmt | For | For | For |
| | 2 | Elect David A. Ricks | | Mgmt | For | For | For |
| | 3 | Elect Marschall S. Runge | | Mgmt | For | For | For |
| | 4 | Elect Karen Walker | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 9 | Elimination of Supermajority Requirements | | Mgmt | For | For | For |
| | 10 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Enterprise Products Partners LP | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EPD | CINS 293792107 | | 11/22/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Amend Omnibus Stock Plan | | Mgmt | For | For | For |
| | 2 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Exxon Mobil Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | XOM | CUSIP 30231G102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael J. Angelakis | | Mgmt | For | For | For |
| | 2 | Elect Susan K. Avery | | Mgmt | For | For | For |
| | 3 | Elect Angela F. Braly | | Mgmt | For | For | For |
| | 4 | Elect Gregory J. Goff | | Mgmt | For | For | For |
| | 5 | Elect John D. Harris II | | Mgmt | For | For | For |
| | 6 | Elect Kaisa H. Hietala | | Mgmt | For | For | For |
| | 7 | Elect Joseph L. Hooley | | Mgmt | For | For | For |
| | 8 | Elect Steven A. Kandarian | | Mgmt | For | For | For |
| | 9 | Elect Alexander A. Karsner | | Mgmt | For | For | For |
| | 10 | Elect Lawrence W. Kellner | | Mgmt | For | For | For |
| | 11 | Elect Jeffrey W. Ubben | | Mgmt | For | For | For |
| | 12 | Elect Darren W. Woods | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Carbon Capture and Storage | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Methane Emission Disclosures | | ShrHoldr | Against | For | Against |
| | 20 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Guyanese Operations | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Recalculated Emissions Baseline | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Addressing Virgin Plastic Demand | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Environmental Litigation | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Report on Exploration and Production in the Arctic Refuge | | ShrHoldr | Against | Against | For |
|
|
|
| Fair Isaac Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FICO | CUSIP 303250104 | | 03/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Braden R. Kelly | | Mgmt | For | For | For |
| | 2 | Elect Director Fabiola R. Arredondo | | Mgmt | For | For | For |
| | 3 | Elect Director James D. Kirsner | | Mgmt | For | For | For |
| | 4 | Elect Director William J. Lansing | | Mgmt | For | For | For |
| | 5 | Elect Director Eva Manolis | | Mgmt | For | For | For |
| | 6 | Elect Director Marc F. McMorris | | Mgmt | For | For | For |
| | 7 | Elect Director Joanna Rees | | Mgmt | For | For | For |
| | 8 | Elect Director David A. Rey | | Mgmt | For | For | For |
| | 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| Freeport-McMoRan Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FCX | CUSIP 35671D857 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David P. Abney | | Mgmt | For | For | For |
| | 2 | Elect Richard C. Adkerson | | Mgmt | For | For | For |
| | 3 | Elect Marcela E. Donadio | | Mgmt | For | For | For |
| | 4 | Elect Robert W. Dudley | | Mgmt | For | For | For |
| | 5 | Elect Hugh Grant | | Mgmt | For | For | For |
| | 6 | Elect Lydia H. Kennard | | Mgmt | For | For | For |
| | 7 | Elect Ryan M. Lance | | Mgmt | For | For | For |
| | 8 | Elect Sara Grootwassink Lewis | | Mgmt | For | For | For |
| | 9 | Elect Dustan E. McCoy | | Mgmt | For | For | For |
| | 10 | Elect Kathleen L. Quirk | | Mgmt | For | For | For |
| | 11 | Elect John J. Stephens | | Mgmt | For | For | For |
| | 12 | Elect Frances F. Townsend | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| FREYR Battery | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FREY | CUSIP L4135L100 | | 06/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Indemnification Agreements with Directors | | Mgmt | For | For | For |
| | 2 | Directors' Equity Grants for 2023 | | Mgmt | For | For | For |
| | 3 | Accounts and Reports - US | | Mgmt | For | For | For |
| | 4 | Accounts and Reports - Luxembourg | | Mgmt | For | For | For |
| | 5 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 6 | Confirmation of the Mandate of Jon Christian Thaulow by Co-option | | Mgmt | For | For | For |
| | 7 | Confirmation of the Mandate of Jason Forcier by Co-option | | Mgmt | For | For | For |
| | 8 | Confirmation of the Mandate of Daniel Steingart by Co-option | | Mgmt | For | For | For |
| | 9 | Confirmation of the Mandate of Tom Einar Jensen by Co-option | | Mgmt | For | For | For |
| | 10 | Ratification of Board Acts | | Mgmt | For | For | For |
| | 11 | Directors' Fees | | Mgmt | For | For | For |
| | 12 | Appointment of Auditor | | Mgmt | For | For | For |
| | 13 | Election of Directors | | Mgmt | For | For | For |
| | 14 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 15 | Amendment to the 2021 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 16 | Authorization of Legal Formalities | | Mgmt | For | For | For |
| | 17 | Amendments to Articles Regarding Board Size | | Mgmt | For | For | For |
| | 18 | Increase in Authorised Capital | | Mgmt | For | For | For |
|
|
|
| Gaming And Leisure Properties, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GLPI | CUSIP 36467J108 | | 06/15/2023 | | 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 JoAnne A. Epps | | Mgmt | For | For | For |
| | 3 | Elect Carol Lynton | | Mgmt | For | For | For |
| | 4 | Elect Joseph W. Marshall, III | | Mgmt | For | For | For |
| | 5 | Elect James B. Perry | | Mgmt | For | For | For |
| | 6 | Elect Barry F. Schwartz | | Mgmt | For | For | For |
| | 7 | Elect Earl C. Shanks | | Mgmt | For | For | For |
| | 8 | Elect E. Scott Urdang | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Gartner, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IT | CUSIP 366651107 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter E. Bisson | | Mgmt | For | For | For |
| | 2 | Elect Richard J. Bressler | | Mgmt | For | For | For |
| | 3 | Elect Raul E. Cesan | | Mgmt | For | For | For |
| | 4 | Elect Karen E. Dykstra | | Mgmt | For | For | For |
| | 5 | Elect Diana S. Ferguson | | Mgmt | For | For | For |
| | 6 | Elect Anne Sutherland Fuchs | | Mgmt | For | For | For |
| | 7 | Elect William O. Grabe | | Mgmt | For | For | For |
| | 8 | Elect Jose M. Gutierrez | | Mgmt | For | For | For |
| | 9 | Elect Eugene A. Hall | | Mgmt | For | For | For |
| | 10 | Elect Stephen G. Pagliuca | | Mgmt | For | For | For |
| | 11 | Elect Eileen M. Serra | | Mgmt | For | For | For |
| | 12 | Elect James C. Smith | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| General Motors Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GM | CUSIP 37045V100 | | 06/20/2023 | | 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 Aneel Bhusri | | Mgmt | For | For | For |
| | 3 | Elect Wesley G. Bush | | Mgmt | For | For | For |
| | 4 | Elect Joanne C. Crevoiserat | | Mgmt | For | For | For |
| | 5 | Elect Linda R. Gooden | | Mgmt | For | For | For |
| | 6 | Elect Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Jonathan McNeill | | Mgmt | For | For | For |
| | 8 | Elect Judith A. Miscik | | Mgmt | For | Against | Against |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Thomas M. Schoewe | | Mgmt | For | For | For |
| | 11 | Elect Mark A. Tatum | | Mgmt | For | For | For |
| | 12 | Elect Jan E. Tighe | | Mgmt | For | For | For |
| | 13 | Elect Devin N. Wenig | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Amendment to the 2020 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Procurement Targets for Sustainable Materials in Supply Chain | | ShrHoldr | Against | Against | For |
|
|
|
| GXO Logistics, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GXO | CUSIP 36262G101 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Clare Chatfield | | Mgmt | For | For | For |
| | 2 | Elect Joli Gross | | Mgmt | For | Against | Against |
| | 3 | Elect Jason D. Papastavrou | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| HCA Healthcare, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HCA | ISIN US40412C1018 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas F. Frist III | | Mgmt | For | For | For |
| | 2 | Elect Samuel N. Hazen | | Mgmt | For | For | For |
| | 3 | Elect Meg G. Crofton | | Mgmt | For | For | For |
| | 4 | Elect Robert J. Dennis | | Mgmt | For | For | For |
| | 5 | Elect Nancy-Ann DeParle | | Mgmt | For | For | For |
| | 6 | Elect William R. Frist | | Mgmt | For | For | For |
| | 7 | Elect Hugh F. Johnston | | Mgmt | For | For | For |
| | 8 | Elect Michael W. Michelson | | Mgmt | For | For | For |
| | 9 | Elect Wayne J. Riley | | Mgmt | For | For | For |
| | 10 | Elect Andrea B. Smith | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Board Oversight of Staffing and Patient Safety | | ShrHoldr | Against | Against | For |
|
|
|
| Honeywell International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HON | CUSIP 438516106 | | 05/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 D. Scott Davis | | Mgmt | For | For | For |
| | 6 | Elect Deborah Flint | | Mgmt | For | For | For |
| | 7 | Elect Vimal Kapur | | Mgmt | For | For | For |
| | 8 | Elect Rose Lee | | Mgmt | For | For | For |
| | 9 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 10 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 11 | Elect Robin Watson | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Environmental and Health Impact Report | | ShrHoldr | Against | Against | For |
|
|
|
| Intel Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INTC | CUSIP 458140100 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Patrick P. Gelsinger | | Mgmt | For | For | For |
| | 2 | Elect James J. Goetz | | Mgmt | For | For | For |
| | 3 | Elect Andrea J. Goldsmith | | Mgmt | For | For | For |
| | 4 | Elect Alyssa H. Henry | | Mgmt | For | For | For |
| | 5 | Elect S. Omar Ishrak | | Mgmt | For | For | For |
| | 6 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 7 | Elect Tsu-Jae King Liu | | Mgmt | For | For | For |
| | 8 | Elect Barbara G. Novick | | Mgmt | For | For | For |
| | 9 | Elect Gregory D. Smith | | Mgmt | For | For | For |
| | 10 | Elect Lip-Bu Tan | | Mgmt | For | Against | Against |
| | 11 | Elect Dion J. Weisler | | Mgmt | For | For | For |
| | 12 | Elect Frank D. Yeary | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Amendment to the 2006 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Third-Party Review for ESG Congruency with Business in China | | ShrHoldr | Against | Against | For |
|
|
|
| Johnson & Johnson | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JNJ | CUSIP 478160104 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Darius Adamczyk | | Mgmt | For | For | For |
| | 2 | Elect Mary C. Beckerle | | Mgmt | For | For | For |
| | 3 | Elect D. Scott Davis | | Mgmt | For | For | For |
| | 4 | Elect Jennifer A. Doudna | | Mgmt | For | For | For |
| | 5 | Elect Joaquin Duato | | Mgmt | For | For | For |
| | 6 | Elect Marillyn A. Hewson | | Mgmt | For | For | For |
| | 7 | Elect Paula A. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Hubert Joly | | Mgmt | For | For | For |
| | 9 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 10 | Elect Anne Mulcahy | | Mgmt | For | For | For |
| | 11 | Elect Mark A. Weinberger | | Mgmt | For | For | For |
| | 12 | Elect Nadja Y. West | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Adoption of Mandatory Arbitration Bylaw | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| Karat Packaging Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KRT | CUSIP 48563L101 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alan Yu | | Mgmt | For | For | For |
| | 2 | Elect Joanne Wang | | Mgmt | For | For | For |
| | 3 | Elect Paul Y. Chen | | Mgmt | For | For | For |
| | 4 | Elect Eric Chen | | Mgmt | For | For | For |
| | 5 | Elect Eve Yen | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Lam Research Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LRCX | CINS 512807108 | | 11/08/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Elect Director Sohail U. Ahmed | | Mgmt | For | For | For |
| | 4 | Elect Director Timothy M. Archer | | Mgmt | For | For | For |
| | 5 | Elect Director Eric K. Brandt | | Mgmt | For | For | For |
| | 6 | Elect Director Michael R. Cannon | | Mgmt | For | For | For |
| | 7 | Elect Director Bethany J. Mayer | | Mgmt | For | For | For |
| | 8 | Elect Director Jyoti K. Mehra | | Mgmt | For | For | For |
| | 9 | Elect Director Abhijit Y. Talwalkar | | Mgmt | For | For | For |
| | 10 | Elect Director Lih Shyng (Rick L.) Tsai | | Mgmt | For | For | For |
| | 11 | Elect Director Leslie F. Varon | | Mgmt | For | For | For |
|
|
|
| Liberty Global plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LBTYA | CUSIP G5480U104 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Miranda Curtis | | Mgmt | For | Against | Against |
| | 2 | Elect J. David Wargo | | Mgmt | For | For | For |
| | 3 | Remuneration Report (Advisory) | | Mgmt | For | Against | Against |
| | 4 | Remuneration Policy | | Mgmt | For | Against | Against |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Ratification of UK Auditor | | Mgmt | For | For | For |
| | 8 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 9 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 10 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 11 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 12 | Approve Share Repurchase Contracts and Counterparties | | Mgmt | For | For | For |
| | 13 | Approval of the 2023 Incentive Plan | | Mgmt | For | Against | Against |
|
|
|
| LKQ Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LKQ | CUSIP 501889208 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Patrick Berard | | Mgmt | For | For | For |
| | 2 | Elect Meg A. Divitto | | Mgmt | For | For | For |
| | 3 | Elect Joseph M. Holsten | | Mgmt | For | For | For |
| | 4 | Elect Blythe J. McGarvie | | Mgmt | For | For | For |
| | 5 | Elect John W. Mendel | | Mgmt | For | For | For |
| | 6 | Elect Jody G. Miller | | Mgmt | For | For | For |
| | 7 | Elect Guhan Subramanian | | Mgmt | For | For | For |
| | 8 | Elect Xavier Urbain | | Mgmt | For | For | For |
| | 9 | Elect Dominick P. Zarcone | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Lowe's Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LOW | CUSIP 548661107 | | 05/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Raul Alvarez | | Mgmt | For | For | For |
| | 1.2 | Elect David H. Batchelder | | Mgmt | For | For | For |
| | 1.3 | Elect Scott H. Baxter | | Mgmt | For | For | For |
| | 1.4 | Elect Sandra B. Cochran | | Mgmt | For | For | For |
| | 1.5 | Elect Laurie Z. Douglas | | Mgmt | For | For | For |
| | 1.6 | Elect Richard W. Dreiling | | Mgmt | For | For | For |
| | 1.7 | Elect Marvin R. Ellison | | Mgmt | For | For | For |
| | 1.8 | Elect Daniel J. Heinrich | | Mgmt | For | For | For |
| | 1.9 | Elect Brian C. Rogers | | Mgmt | For | For | For |
| | 1.10 | Elect Bertram L. Scott | | Mgmt | For | For | For |
| | 1.11 | Elect Colleen Taylor | | Mgmt | For | For | For |
| | 1.12 | Elect Mary Elizabeth West | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Magna International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MG | CUSIP 559222401 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter Guy Bowie | | Mgmt | For | For | For |
| | 2 | Elect Mary S. Chan | | Mgmt | For | For | For |
| | 3 | Elect V. Peter Harder | | Mgmt | For | For | For |
| | 4 | Elect Jan R. Hauser | | Mgmt | For | For | For |
| | 5 | Elect Seetarama S. Kotagiri | | Mgmt | For | For | For |
| | 6 | Elect Jay K. Kunkel | | Mgmt | For | For | For |
| | 7 | Elect Robert F. MacLellan | | Mgmt | For | For | For |
| | 8 | Elect Mary Lou Maher | | Mgmt | For | For | For |
| | 9 | Elect William A. Ruh | | Mgmt | For | For | For |
| | 10 | Elect Indira V. Samarasekera | | Mgmt | For | For | For |
| | 11 | Elect Matthew Tsien | | Mgmt | For | For | For |
| | 12 | Elect Thomas Weber | | Mgmt | For | Withhold | Against |
| | 13 | Elect Lisa S. Westlake | | Mgmt | For | For | For |
| | 14 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
|
|
|
| Mastercard Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MA | CUSIP 57636Q104 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Merit E. Janow | | Mgmt | For | For | For |
| | 2 | Elect Candido Botelho Bracher | | Mgmt | For | For | For |
| | 3 | Elect Richard K. Davis | | Mgmt | For | For | For |
| | 4 | Elect Julius Genachowski | | Mgmt | For | For | For |
| | 5 | Elect Choon Phong Goh | | Mgmt | For | For | For |
| | 6 | Elect Oki Matsumoto | | Mgmt | For | For | For |
| | 7 | Elect Michael Miebach | | Mgmt | For | For | For |
| | 8 | Elect Youngme E. Moon | | Mgmt | For | For | For |
| | 9 | Elect Rima Qureshi | | Mgmt | For | For | For |
| | 10 | Elect Gabrielle Sulzberger | | Mgmt | For | For | For |
| | 11 | Elect Harit Talwar | | Mgmt | For | For | For |
| | 12 | Elect Lance Uggla | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Approval of the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | | ShrHoldr | Against | Against | For |
|
|
|
| McDonald's Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MCD | CUSIP 580135101 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Anthony G. Capuano | | Mgmt | For | For | For |
| | 2 | Elect Kareem Daniel | | Mgmt | For | For | For |
| | 3 | Elect Lloyd H. Dean | | Mgmt | For | For | For |
| | 4 | Elect Catherine Engelbert | | Mgmt | For | For | For |
| | 5 | Elect Margaret H. Georgiadis | | Mgmt | For | For | For |
| | 6 | Elect Enrique Hernandez, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Christopher Kempczinski | | Mgmt | For | For | For |
| | 8 | Elect Richard H. Lenny | | Mgmt | For | For | For |
| | 9 | Elect John Mulligan | | Mgmt | For | For | For |
| | 10 | Elect Jennifer Taubert | | Mgmt | For | For | For |
| | 11 | Elect Paul S. Walsh | | Mgmt | For | For | For |
| | 12 | Elect Amy Weaver | | Mgmt | For | For | For |
| | 13 | Elect Miles D. White | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Policy on Use of Medically-Important Antibiotics in the Beef and Pork Supply Chain | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Compliance With WHO Guidelines on Medically-Important Antimicrobials in Supply Chain | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Civil Rights Audit | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Transparency Report on Global Public Policy And Political Influence | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Disclosure of Animal Welfare Indicators | | ShrHoldr | Against | Against | For |
|
|
|
| McKesson Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MCK | CINS 58155Q103 | | 07/22/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
| | 4 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 6 | Adopt Policy on 10b5-1 Plans | | ShrHoldr | Against | Against | For |
| | 7 | Elect Director Richard H. Carmona | | Mgmt | For | For | For |
| | 8 | Elect Director Dominic J. Caruso | | Mgmt | For | For | For |
| | 9 | Elect Director W. Roy Dunbar | | Mgmt | For | For | For |
| | 10 | Elect Director James H. Hinton | | Mgmt | For | For | For |
| | 11 | Elect Director Donald R. Knauss | | Mgmt | For | For | For |
| | 12 | Elect Director Bradley E. Lerman | | Mgmt | For | For | For |
| | 13 | Elect Director Linda P. Mantia | | Mgmt | For | For | For |
| | 14 | Elect Director Maria Martinez | | Mgmt | For | For | For |
| | 15 | Elect Director Susan R. Salka | | Mgmt | For | For | For |
| | 16 | Elect Director Brian S. Tyler | | Mgmt | For | For | For |
| | 17 | Elect Director Kathleen Wilson-Thompson | | Mgmt | For | For | For |
|
|
|
| Medtronic Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MDT | CINS G5960L103 | | 12/08/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Renew the Board's Authority to Issue Shares Under Irish Law | | Mgmt | For | For | For |
| | 4 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | | Mgmt | For | For | For |
| | 5 | Authorize Overseas Market Purchases of Ordinary Shares | | Mgmt | For | For | For |
| | 6 | Elect Director Richard H. Anderson | | Mgmt | For | For | For |
| | 7 | Elect Director Craig Arnold | | Mgmt | For | For | For |
| | 8 | Elect Director Scott C. Donnelly | | Mgmt | For | For | For |
| | 9 | Elect Director Lidia L. Fonseca | | Mgmt | For | For | For |
| | 10 | Elect Director Andrea J. Goldsmith | | Mgmt | For | For | For |
| | 11 | Elect Director Randall J. Hogan, III | | Mgmt | For | For | For |
| | 12 | Elect Director Kevin E. Lofton | | Mgmt | For | For | For |
| | 13 | Elect Director Geoffrey S. Martha | | Mgmt | For | For | For |
| | 14 | Elect Director Elizabeth G. Nabel | | Mgmt | For | Against | Against |
| | 15 | Elect Director Denise M. O'Leary | | Mgmt | For | For | For |
| | 16 | Elect Director Kendall J. Powell | | Mgmt | For | For | For |
|
|
|
| Merck & Co., Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MRK | CUSIP 58933Y105 | | 05/23/2023 | | 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 Mary Ellen Coe | | Mgmt | For | For | For |
| | 3 | Elect Pamela J. Craig | | Mgmt | For | For | For |
| | 4 | Elect Robert M. Davis | | Mgmt | For | For | For |
| | 5 | Elect Thomas H. Glocer | | Mgmt | For | For | For |
| | 6 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 7 | Elect Stephen L. Mayo | | Mgmt | For | For | For |
| | 8 | Elect Paul B. Rothman | | Mgmt | For | For | For |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Christine E. Seidman | | Mgmt | For | For | For |
| | 11 | Elect Inge G. Thulin | | Mgmt | For | For | For |
| | 12 | Elect Kathy J. Warden | | Mgmt | For | For | For |
| | 13 | Elect Peter C. Wendell | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Meta Platforms, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | META | CUSIP 30303M102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Peggy Alford | | Mgmt | For | For | For |
| | 1.2 | Elect Marc L. Andreessen | | Mgmt | For | For | For |
| | 1.3 | Elect Andrew W. Houston | | Mgmt | For | For | For |
| | 1.4 | Elect Nancy Killefer | | Mgmt | For | For | For |
| | 1.5 | Elect Robert M. Kimmitt | | Mgmt | For | For | For |
| | 1.6 | Elect Sheryl K. Sandberg | | Mgmt | For | For | For |
| | 1.7 | Elect Tracey T. Travis | | Mgmt | For | For | For |
| | 1.8 | Elect Tony Xu | | Mgmt | For | For | For |
| | 1.9 | Elect Mark Zuckerberg | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 4 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Human Rights Impact Assessment | | ShrHoldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Report on Content Management in India | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | | ShrHoldr | Against | For | Against |
| | 11 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | | ShrHoldr | Against | Against | For |
| | 12 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | | ShrHoldr | Against | Against | For |
|
|
|
| Microsoft Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MSFT | CINS 594918104 | | 12/13/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director John W. Thompson | | Mgmt | For | For | For |
| | 2 | Elect Director Reid G. Hoffman | | Mgmt | For | For | For |
| | 3 | Elect Director Emma N. Walmsley | | Mgmt | For | For | For |
| | 4 | Elect Director Padmasree Warrior | | Mgmt | For | For | For |
| | 5 | Elect Director Hugh F. Johnston | | Mgmt | For | For | For |
| | 6 | Elect Director Teri L. List | | Mgmt | For | For | For |
| | 7 | Elect Director Satya Nadella | | Mgmt | For | For | For |
| | 8 | Elect Director Sandra E. Peterson | | Mgmt | For | For | For |
| | 9 | Elect Director Penny S. Pritzker | | Mgmt | For | For | For |
| | 10 | Elect Director Carlos A. Rodriguez | | Mgmt | For | For | For |
| | 11 | Elect Director Charles W. Scharf | | Mgmt | For | For | For |
| | 12 | Elect Director John W. Stanton | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Report on Cost/Benefit Analysis of Diversity and Inclusion | | ShrHoldr | Against | Against | For |
| | 16 | Report on Hiring of Persons with Arrest or Incarceration Records | | ShrHoldr | Against | Against | For |
| | 17 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | | ShrHoldr | Against | Against | For |
| | 18 | Report on Government Use of Microsoft Technology | | ShrHoldr | Against | Against | For |
| | 19 | Report on Development of Products for Military | | ShrHoldr | Against | Against | For |
| | 20 | Report on Tax Transparency | | ShrHoldr | Against | Against | For |
|
|
|
| Molson Coors Beverage Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TAP | CUSIP 60871R209 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Roger G. Eaton | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Charles M. Herington | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect H. Sanford Riley | | Mgmt | For | Withhold | Against |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Morgan Stanley | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MS | CUSIP 617446448 | | 05/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alistair Darling | | Mgmt | For | For | For |
| | 2 | Elect Thomas H. Glocer | | Mgmt | For | For | For |
| | 3 | Elect James P. Gorman | | Mgmt | For | For | For |
| | 4 | Elect Robert H. Herz | | Mgmt | For | For | For |
| | 5 | Elect Erika H. James | | Mgmt | For | For | For |
| | 6 | Elect Hironori Kamezawa | | Mgmt | For | For | For |
| | 7 | Elect Shelley B. Leibowitz | | Mgmt | For | For | For |
| | 8 | Elect Stephen J. Luczo | | Mgmt | For | For | For |
| | 9 | Elect Judith A. Miscik | | Mgmt | For | For | For |
| | 10 | Elect Masato Miyachi | | Mgmt | For | For | For |
| | 11 | Elect Dennis M. Nally | | Mgmt | For | For | For |
| | 12 | Elect Mary L. Schapiro | | Mgmt | For | For | For |
| | 13 | Elect Perry M. Traquina | | Mgmt | For | For | For |
| | 14 | Elect Rayford Wilkins Jr. | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Right to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
|
|
|
| NCR Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NCR | CUSIP 62886E108 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mark W. Begor | | Mgmt | For | For | For |
| | 2 | Elect Gregory R. Blank | | Mgmt | For | For | For |
| | 3 | Elect Catherine L. Burke | | Mgmt | For | For | For |
| | 4 | Elect Deborah A. Farrington | | Mgmt | For | For | For |
| | 5 | Elect Michael D. Hayford | | Mgmt | For | For | For |
| | 6 | Elect Georgette D. Kiser | | Mgmt | For | For | For |
| | 7 | Elect Kirk T. Larsen | | Mgmt | For | For | For |
| | 8 | Elect Martin Mucci | | Mgmt | For | For | For |
| | 9 | Elect Joseph E. Reece | | Mgmt | For | For | For |
| | 10 | Elect Laura J. Sen | | Mgmt | For | For | For |
| | 11 | Elect Glenn W. Welling | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment to the 2017 Stock Incentive Plan | | Mgmt | For | Against | Against |
|
|
|
| NIKE, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NKE | CINS 654106103 | | 09/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 4 | Adopt a Policy on China Sourcing | | ShrHoldr | Against | Against | For |
| | 5 | Elect Director Alan B. Graf, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Director Peter B. Henry | | Mgmt | For | For | For |
| | 7 | Elect Director Michelle A. Peluso | | Mgmt | For | For | For |
|
|
|
| Northrop Grumman Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NOC | CUSIP 666807102 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kathy J. Warden | | Mgmt | For | For | For |
| | 2 | Elect David P. Abney | | Mgmt | For | For | For |
| | 3 | Elect Marianne C. Brown | | Mgmt | For | For | For |
| | 4 | Elect Ann M. Fudge | | Mgmt | For | For | For |
| | 5 | Elect Madeleine A. Kleiner | | Mgmt | For | For | For |
| | 6 | Elect Arvind Krishna | | Mgmt | For | For | For |
| | 7 | Elect Graham N. Robinson | | Mgmt | For | For | For |
| | 8 | Elect Kimberly A. Ross | | Mgmt | For | For | For |
| | 9 | Elect Gary Roughead | | Mgmt | For | For | For |
| | 10 | Elect Thomas M. Schoewe | | Mgmt | For | For | For |
| | 11 | Elect James S. Turley | | Mgmt | For | For | For |
| | 12 | Elect Mark A. Welsh III | | Mgmt | For | For | For |
| | 13 | Elect Mary A. Winston | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Reduction of the Ownership Threshold Required to Call a Special Meeting of Shareholders | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Alignment of Political Activities with Human Rights Policy | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| NRG Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NRG | CUSIP 629377508 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect E. Spencer Abraham | | Mgmt | For | For | For |
| | 2 | Elect Antonio Carrillo | | Mgmt | For | For | For |
| | 3 | Elect Matthew Carter, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Lawrence S. Coben | | Mgmt | For | For | For |
| | 5 | Elect Heather Cox | | Mgmt | For | For | For |
| | 6 | Elect Elisabeth B. Donohue | | Mgmt | For | For | For |
| | 7 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 8 | Elect Paul W. Hobby | | Mgmt | For | For | For |
| | 9 | Elect Alexandra Pruner | | Mgmt | For | For | For |
| | 10 | Elect Anne C. Schaumburg | | Mgmt | For | For | For |
| | 11 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Nucor Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NUE | CUSIP 670346105 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Norma B. Clayton | | Mgmt | For | For | For |
| | 1.2 | Elect Patrick J. Dempsey | | Mgmt | For | For | For |
| | 1.3 | Elect Christopher J. Kearney | | Mgmt | For | For | For |
| | 1.4 | Elect Laurette T. Koellner | | Mgmt | For | For | For |
| | 1.5 | Elect Michael W. Lamach | | Mgmt | For | For | For |
| | 1.6 | Elect Joseph D. Rupp | | Mgmt | For | For | For |
| | 1.7 | Elect Leon J. Topalian | | Mgmt | For | For | For |
| | 1.8 | Elect Nadja Y. West | | 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 |
|
|
|
| NVIDIA Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NVDA | CUSIP 67066G104 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert K. Burgess | | Mgmt | For | For | For |
| | 2 | Elect Tench Coxe | | Mgmt | For | For | For |
| | 3 | Elect John O. Dabiri | | Mgmt | For | For | For |
| | 4 | Elect Persis S. Drell | | Mgmt | For | For | For |
| | 5 | Elect Jen-Hsun Huang | | Mgmt | For | For | For |
| | 6 | Elect Dawn Hudson | | Mgmt | For | For | For |
| | 7 | Elect Harvey C. Jones | | Mgmt | For | For | For |
| | 8 | Elect Michael G. McCaffery | | Mgmt | For | For | For |
| | 9 | Elect Stephen C. Neal | | Mgmt | For | For | For |
| | 10 | Elect Mark L. Perry | | Mgmt | For | For | For |
| | 11 | Elect A. Brooke Seawell | | Mgmt | For | For | For |
| | 12 | Elect Aarti Shah | | Mgmt | For | For | For |
| | 13 | Elect Mark A. Stevens | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Oracle Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORCL | CINS 68389X105 | | 11/16/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Awo Ablo | | Mgmt | For | For | For |
| | 2 | Elect Director Renee J. James | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director Charles W. Moorman | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Leon E. Panetta | | Mgmt | For | Withhold | Against |
| | 5 | Elect Director William G. Parrett | | Mgmt | For | Withhold | Against |
| | 6 | Elect Director Naomi O. Seligman | | Mgmt | For | Withhold | Against |
| | 7 | Elect Director Vishal Sikka | | Mgmt | For | Withhold | Against |
| | 8 | Elect Director Jeffrey S. Berg | | Mgmt | For | Withhold | Against |
| | 9 | Elect Director Michael J. Boskin | | Mgmt | For | Withhold | Against |
| | 10 | Elect Director Safra A. Catz | | Mgmt | For | Withhold | Against |
| | 11 | Elect Director Bruce R. Chizen | | Mgmt | For | Withhold | Against |
| | 12 | Elect Director George H. Conrades | | Mgmt | For | Withhold | Against |
| | 13 | Elect Director Lawrence J. Ellison | | Mgmt | For | Withhold | Against |
| | 14 | Elect Director Rona A. Fairhead | | Mgmt | For | Withhold | Against |
| | 15 | Elect Director Jeffrey O. Henley | | Mgmt | For | Withhold | Against |
| | 16 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 17 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| Otis Worldwide Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OTIS | CUSIP 68902V107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey H. Black | | Mgmt | For | For | For |
| | 2 | Elect Nelda J. Connors | | Mgmt | For | For | For |
| | 3 | Elect Kathy Hopinkah Hannan | | Mgmt | For | For | For |
| | 4 | Elect Shailesh G. Jejurikar | | Mgmt | For | For | For |
| | 5 | Elect Christopher J. Kearney | | Mgmt | For | For | For |
| | 6 | Elect Judith F. Marks | | Mgmt | For | For | For |
| | 7 | Elect Harold W. McGraw III | | Mgmt | For | For | For |
| | 8 | Elect Margaret M.V. Preston | | Mgmt | For | For | For |
| | 9 | Elect Shelley Stewart, Jr. | | Mgmt | For | For | For |
| | 10 | Elect John H. Walker | | 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 Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Pfizer Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PFE | CUSIP 717081103 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ronald E. Blaylock | | Mgmt | For | For | For |
| | 2 | Elect Albert Bourla | | Mgmt | For | For | For |
| | 3 | Elect Susan Desmond-Hellmann | | Mgmt | For | For | For |
| | 4 | Elect Joseph J. Echevarria | | Mgmt | For | For | For |
| | 5 | Elect Scott Gottlieb | | Mgmt | For | For | For |
| | 6 | Elect Helen H. Hobbs | | Mgmt | For | For | For |
| | 7 | Elect Susan Hockfield | | Mgmt | For | For | For |
| | 8 | Elect Dan R. Littman | | Mgmt | For | For | For |
| | 9 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 10 | Elect Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 11 | Elect James Quincey | | Mgmt | For | For | For |
| | 12 | Elect James C. Smith | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Intellectual Property | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| PG&E Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PCG | CUSIP 69331C108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cheryl F. Campbell | | Mgmt | For | For | For |
| | 2 | Elect Kerry W. Cooper | | Mgmt | For | For | For |
| | 3 | Elect Arno L. Harris | | Mgmt | For | For | For |
| | 4 | Elect Carlos M. Hernandez | | Mgmt | For | For | For |
| | 5 | Elect Michael R. Niggli | | Mgmt | For | For | For |
| | 6 | Elect Benjamin F. Wilson | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Phillips 66 | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PSX | CUSIP 718546104 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gregory J. Hayes | | Mgmt | For | For | For |
| | 2 | Elect Charles M. Holley, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Denise R. Singleton | | Mgmt | For | For | For |
| | 4 | Elect Glenn F. Tilton | | Mgmt | For | For | For |
| | 5 | Elect Marna C. Whittington | | Mgmt | For | For | For |
| | 6 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Shareholder Proposal Regarding Virgin Plastic Demand | | ShrHoldr | Against | Against | For |
|
|
|
| PulteGroup, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PHM | CUSIP 745867101 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Brian P. Anderson | | Mgmt | For | For | For |
| | 2 | Elect Bryce Blair | | Mgmt | For | For | For |
| | 3 | Elect Thomas J. Folliard | | Mgmt | For | For | For |
| | 4 | Elect Cheryl W. Grise | | Mgmt | For | For | For |
| | 5 | Elect Andre J. Hawaux | | Mgmt | For | For | For |
| | 6 | Elect J. Phillip Holloman | | Mgmt | For | For | For |
| | 7 | Elect Ryan R. Marshall | | Mgmt | For | For | For |
| | 8 | Elect John R. Peshkin | | Mgmt | For | For | For |
| | 9 | Elect Scott F. Powers | | Mgmt | For | For | For |
| | 10 | Elect Lila Snyder | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| QUALCOMM Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QCOM | CUSIP 747525103 | | 03/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Sylvia Acevedo | | Mgmt | For | For | For |
| | 2 | Elect Director Cristiano R. Amon | | Mgmt | For | For | For |
| | 3 | Elect Director Mark Fields | | Mgmt | For | For | For |
| | 4 | Elect Director Jeffrey W. Henderson | | Mgmt | For | For | For |
| | 5 | Elect Director Gregory N. Johnson | | Mgmt | For | For | For |
| | 6 | Elect Director Ann M. Livermore | | Mgmt | For | For | For |
| | 7 | Elect Director Mark D. McLaughlin | | Mgmt | For | For | For |
| | 8 | Elect Director Jamie S. Miller | | Mgmt | For | For | For |
| | 9 | Elect Director Irene B. Rosenfeld | | Mgmt | For | For | For |
| | 10 | Elect Director Kornelis (Neil) Smit | | Mgmt | For | For | For |
| | 11 | Elect Director Jean-Pascal Tricoire | | Mgmt | For | For | For |
| | 12 | Elect Director Anthony J. Vinciquerra | | Mgmt | For | For | For |
| | 13 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
| | 15 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| Raymond James Financial, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RJF | CUSIP 754730109 | | 02/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Marlene Debel | | Mgmt | For | For | For |
| | 2 | Elect Director Robert M. Dutkowsky | | Mgmt | For | For | For |
| | 3 | Elect Director Jeffrey N. Edwards | | Mgmt | For | For | For |
| | 4 | Elect Director Benjamin C. Esty | | Mgmt | For | For | For |
| | 5 | Elect Director Anne Gates | | Mgmt | For | For | For |
| | 6 | Elect Director Thomas A. James | | Mgmt | For | For | For |
| | 7 | Elect Director Gordon L. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Director Roderick C. McGeary | | Mgmt | For | For | For |
| | 9 | Elect Director Paul C. Reilly | | Mgmt | For | For | For |
| | 10 | Elect Director Raj Seshadri | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Amend Omnibus Stock Plan | | Mgmt | For | For | For |
| | 14 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| Raytheon Technologies Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RTX | CUSIP 75513E101 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Tracy A. Atkinson | | Mgmt | For | For | For |
| | 2 | Elect Leanne G. Caret | | Mgmt | For | For | For |
| | 3 | Elect Bernard A. Harris, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Gregory J. Hayes | | Mgmt | For | For | For |
| | 5 | Elect George R. Oliver | | Mgmt | For | For | For |
| | 6 | Elect Robert K. Ortberg | | Mgmt | For | For | For |
| | 7 | Elect Dinesh C. Paliwal | | Mgmt | For | For | For |
| | 8 | Elect Ellen M. Pawlikowski | | Mgmt | For | For | For |
| | 9 | Elect Denise L. Ramos | | Mgmt | For | For | For |
| | 10 | Elect Fredric G. Reynolds | | Mgmt | For | For | For |
| | 11 | Elect Brian C. Rogers | | Mgmt | For | For | For |
| | 12 | Elect James A. Winnefeld, Jr. | | Mgmt | For | For | For |
| | 13 | Elect Robert O. Work | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 18 | Amendment to Articles to Limit Liability of Certain Officers | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | | ShrHoldr | Against | Against | For |
|
|
|
| Regeneron Pharmaceuticals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | REGN | CUSIP 75886F107 | | 06/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Joseph L. Goldstein | | Mgmt | For | For | For |
| | 2 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 3 | Elect Craig B. Thompson | | Mgmt | For | For | For |
| | 4 | Elect Huda Y. Zoghbi | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| Salesforce, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRM | CUSIP 79466L302 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc R. Benioff | | Mgmt | For | For | For |
| | 2 | Elect Laura Alber | | Mgmt | For | For | For |
| | 3 | Elect Craig A. Conway | | Mgmt | For | For | For |
| | 4 | Elect Arnold W. Donald | | Mgmt | For | For | For |
| | 5 | Elect Parker Harris | | Mgmt | For | For | For |
| | 6 | Elect Neelie Kroes | | Mgmt | For | For | For |
| | 7 | Elect Sachin Mehra | | Mgmt | For | For | For |
| | 8 | Elect G. Mason Morfit | | Mgmt | For | For | For |
| | 9 | Elect Oscar Munoz | | Mgmt | For | Against | Against |
| | 10 | Elect John V. Roos | | 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 | Amendment to the 2013 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
|
|
|
| Southwest Airlines Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LUV | CUSIP 844741108 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David W. Biegler | | Mgmt | For | For | For |
| | 2 | Elect J. Veronica Biggins | | Mgmt | For | Against | Against |
| | 3 | Elect Douglas H. Brooks | | Mgmt | For | For | For |
| | 4 | Elect Eduardo F. Conrado | | Mgmt | For | For | For |
| | 5 | Elect William H. Cunningham | | Mgmt | For | For | For |
| | 6 | Elect Thomas W. Gilligan | | Mgmt | For | For | For |
| | 7 | Elect David P. Hess | | Mgmt | For | For | For |
| | 8 | Elect Robert E. Jordan | | Mgmt | For | For | For |
| | 9 | Elect Gary C. Kelly | | Mgmt | For | For | For |
| | 10 | Elect Elaine Mendoza | | Mgmt | For | For | For |
| | 11 | Elect John T. Montford | | Mgmt | For | For | For |
| | 12 | Elect Christopher P. Reynolds | | Mgmt | For | For | For |
| | 13 | Elect Ron Ricks | | Mgmt | For | For | For |
| | 14 | Elect Jill Ann Soltau | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Shareholder Ability to Remove Directors | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Starwood Property Trust, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STWD | CUSIP 85571B105 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Richard D. Bronson | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Jeffrey G. Dishner | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Camille Douglas | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Deborah L. Harmon | | Mgmt | For | Withhold | Against |
| | 1.5 | Elect Solomon J. Kumin | | Mgmt | For | Withhold | Against |
| | 1.6 | Elect Frederick P. Perpall | | Mgmt | For | Withhold | Against |
| | 1.7 | Elect Fred S. Ridley | | Mgmt | For | Withhold | Against |
| | 1.8 | Elect Barry S. Sternlicht | | Mgmt | For | Withhold | Against |
| | 1.9 | Elect Strauss Zelnick | | Mgmt | For | Withhold | Against |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Target Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TGT | CUSIP 87612E106 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David P. Abney | | Mgmt | For | For | For |
| | 2 | Elect Douglas M. Baker, Jr. | | Mgmt | For | For | For |
| | 3 | Elect George S. Barrett | | Mgmt | For | For | For |
| | 4 | Elect Gail K. Boudreaux | | Mgmt | For | For | For |
| | 5 | Elect Brian C. Cornell | | Mgmt | For | For | For |
| | 6 | Elect Robert L. Edwards | | Mgmt | For | For | For |
| | 7 | Elect Donald R. Knauss | | Mgmt | For | For | For |
| | 8 | Elect Christine A. Leahy | | Mgmt | For | For | For |
| | 9 | Elect Monica C. Lozano | | Mgmt | For | For | For |
| | 10 | Elect Grace Puma | | Mgmt | For | For | For |
| | 11 | Elect Derica W. Rice | | Mgmt | For | For | For |
| | 12 | Elect Dmitri L. Stockton | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Tenet Healthcare Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | THC | CUSIP 88033G407 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect J. Robert Kerrey | | Mgmt | For | For | For |
| | 2 | Elect James L. Bierman | | Mgmt | For | For | For |
| | 3 | Elect Richard W. Fisher | | Mgmt | For | For | For |
| | 4 | Elect Meghan FitzGerald | | Mgmt | For | For | For |
| | 5 | Elect Cecil D. Haney | | Mgmt | For | For | For |
| | 6 | Elect Christopher S. Lynch | | Mgmt | For | For | For |
| | 7 | Elect Richard J. Mark | | Mgmt | For | For | For |
| | 8 | Elect Tammy Romo | | Mgmt | For | For | For |
| | 9 | Elect Saumya Sutaria | | Mgmt | For | For | For |
| | 10 | Elect Nadja Y. West | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Report on Availability of Abortions | | ShrHoldr | Against | Against | For |
|
|
|
| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CUSIP 88160R101 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Elon Musk | | Mgmt | For | For | For |
| | 2 | Elect Robyn M. Denholm | | Mgmt | For | For | For |
| | 3 | Elect J.B. Straubel | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Key Person Risk Report | | ShrHoldr | Against | Against | For |
|
|
|
| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CINS 88160R101 | | 08/04/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Ira Ehrenpreis | | Mgmt | For | Against | Against |
| | 2 | Elect Director Kathleen Wilson-Thompson | | Mgmt | For | Against | Against |
| | 3 | Reduce Director Terms from Three to Two Years | | Mgmt | For | For | For |
| | 4 | Eliminate Supermajority Voting Provisions | | Mgmt | For | For | For |
| | 5 | Increase Authorized Common Stock | | Mgmt | For | For | For |
| | 6 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 7 | Adopt Proxy Access Right | | ShrHoldr | Against | For | Against |
| | 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | | ShrHoldr | Against | For | Against |
| | 9 | Report on Racial and Gender Board Diversity | | ShrHoldr | Against | Against | For |
| | 10 | Report on the Impacts of Using Mandatory Arbitration | | ShrHoldr | Against | For | Against |
| | 11 | Report on Corporate Climate Lobbying in line with Paris Agreement | | ShrHoldr | Against | For | Against |
| | 12 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | | ShrHoldr | Against | For | Against |
| | 13 | Report on Eradicating Child Labor in Battery Supply Chain | | ShrHoldr | Against | Against | For |
| | 14 | Report on Water Risk Exposure | | ShrHoldr | Against | For | Against |
|
|
|
| Texas Instruments Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TXN | CUSIP 882508104 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mark A. Blinn | | Mgmt | For | For | For |
| | 2 | Elect Todd M. Bluedorn | | Mgmt | For | For | For |
| | 3 | Elect Janet F. Clark | | Mgmt | For | For | For |
| | 4 | Elect Carrie S. Cox | | Mgmt | For | For | For |
| | 5 | Elect Martin S. Craighead | | Mgmt | For | For | For |
| | 6 | Elect Curtis C. Farmer | | Mgmt | For | For | For |
| | 7 | Elect Jean M. Hobby | | Mgmt | For | For | For |
| | 8 | Elect Haviv Ilan | | Mgmt | For | For | For |
| | 9 | Elect Ronald Kirk | | Mgmt | For | For | For |
| | 10 | Elect Pamela H. Patsley | | Mgmt | For | For | For |
| | 11 | Elect Robert E. Sanchez | | Mgmt | For | For | For |
| | 12 | Elect Richard K. Templeton | | Mgmt | For | For | For |
| | 13 | Amendment to the 2014 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Customer Due Diligence | | ShrHoldr | Against | For | Against |
|
|
|
| The Coca-Cola Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KO | ISIN US1912161007 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Herbert A. Allen, III | | Mgmt | For | For | For |
| | 2 | Elect Marc Bolland | | Mgmt | For | For | For |
| | 3 | Elect Ana Patricia Botin-Sanz de Sautuola y O'Shea | | Mgmt | For | For | For |
| | 4 | Elect Christopher C. Davis | | Mgmt | For | For | For |
| | 5 | Elect Barry Diller | | Mgmt | For | Against | Against |
| | 6 | Elect Carolyn N. Everson | | Mgmt | For | For | For |
| | 7 | Elect Helene D. Gayle | | Mgmt | For | For | For |
| | 8 | Elect Alexis M. Herman | | Mgmt | For | For | For |
| | 9 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 10 | Elect Amity Millhiser | | 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 | 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 Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | | ShrHoldr | Against | Against | For |
|
|
|
| The Goldman Sachs Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GS | CUSIP 38141G104 | | 04/26/2023 | | 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 Mark Flaherty | | Mgmt | For | For | For |
| | 3 | Elect Kimberley Harris | | Mgmt | For | For | For |
| | 4 | Elect Kevin R. Johnson | | Mgmt | For | For | For |
| | 5 | Elect Ellen J. Kullman | | Mgmt | For | For | For |
| | 6 | Elect Lakshmi N. Mittal | | Mgmt | For | Against | Against |
| | 7 | Elect Adebayo O. Ogunlesi | | Mgmt | For | For | For |
| | 8 | Elect Peter Oppenheimer | | Mgmt | For | For | For |
| | 9 | Elect David M. Solomon | | Mgmt | For | For | For |
| | 10 | Elect Jan E. Tighe | | Mgmt | For | For | For |
| | 11 | Elect Jessica Uhl | | Mgmt | For | For | For |
| | 12 | Elect David A. Viniar | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Third-Party Review for Congruency of China-focused ETFs | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding a Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| The Procter & Gamble Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PG | CINS 742718109 | | 10/11/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director B. Marc Allen | | Mgmt | For | For | For |
| | 4 | Elect Director Angela F. Braly | | Mgmt | For | For | For |
| | 5 | Elect Director Amy L. Chang | | Mgmt | For | For | For |
| | 6 | Elect Director Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Director Christopher Kempczinski | | Mgmt | For | For | For |
| | 8 | Elect Director Debra L. Lee | | Mgmt | For | For | For |
| | 9 | Elect Director Terry J. Lundgren | | Mgmt | For | For | For |
| | 10 | Elect Director Christine M. McCarthy | | Mgmt | For | For | For |
| | 11 | Elect Director Jon R. Moeller | | Mgmt | For | For | For |
| | 12 | Elect Director Rajesh Subramaniam | | Mgmt | For | For | For |
| | 13 | Elect Director Patricia A. Woertz | | Mgmt | For | For | For |
|
|
|
| The Walt Disney Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DIS | ISIN US2546871060 | | 04/03/2023 | | 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 Safra A. Catz | | Mgmt | For | For | For |
| | 3 | Elect Amy L. Chang | | Mgmt | For | For | For |
| | 4 | Elect Francis A. deSouza | | Mgmt | For | For | For |
| | 5 | Elect Carolyn N. Everson | | Mgmt | For | For | For |
| | 6 | Elect Michael B.G. Froman | | Mgmt | For | For | For |
| | 7 | Elect Robert A. Iger | | Mgmt | For | For | For |
| | 8 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 9 | Elect Calvin R. McDonald | | Mgmt | For | For | For |
| | 10 | Elect Mark G. Parker | | Mgmt | For | For | For |
| | 11 | Elect Derica W. Rice | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| TPG Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TPG | CUSIP 872657101 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David Bonderman | | Mgmt | For | Withhold | Against |
| | 2 | Elect Gunther Bright | | Mgmt | For | Withhold | Against |
| | 3 | Elect Maya Chorengel | | Mgmt | For | Withhold | Against |
| | 4 | Elect Jonathan Coslet | | Mgmt | For | Withhold | Against |
| | 5 | Elect James Coulter | | Mgmt | For | Withhold | Against |
| | 6 | Elect Mary B. Cranston | | Mgmt | For | Withhold | Against |
| | 7 | Elect Kelvin Davis | | Mgmt | For | Withhold | Against |
| | 8 | Elect Deborah M. Messemer | | Mgmt | For | Withhold | Against |
| | 9 | Elect Ganendran Sarvananthan | | Mgmt | For | Withhold | Against |
| | 10 | Elect Todd B. Sisitsky | | Mgmt | For | Withhold | Against |
| | 11 | Elect David Trujillo | | Mgmt | For | Withhold | Against |
| | 12 | Elect Anilu Vasquez-Ubarri | | Mgmt | For | Withhold | Against |
| | 13 | Elect Jack Weingart | | Mgmt | For | Withhold | Against |
| | 14 | Elect Jon Winkelried | | Mgmt | For | Withhold | Against |
| | 15 | Elect James Coulter | | Mgmt | For | Withhold | Against |
| | 16 | Elect Kelvin Davis | | Mgmt | For | Withhold | Against |
| | 17 | Elect Ganendran Sarvananthan | | Mgmt | For | Withhold | Against |
| | 18 | Elect Todd B. Sisitsky | | Mgmt | For | Withhold | Against |
| | 19 | Elect David Trujillo | | Mgmt | For | Withhold | Against |
| | 20 | Elect Anilu Vasquez-Ubarri | | Mgmt | For | Withhold | Against |
| | 21 | Elect Jack Weingart | | Mgmt | For | Withhold | Against |
| | 22 | Elect Jon Winkelried | | Mgmt | For | Withhold | Against |
| | 23 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 24 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 25 | Ratification of Auditor | | Mgmt | For | For | For |
| | 26 | Amendment to the Certificate of Incorporation | | Mgmt | For | For | For |
|
|
|
| Union Pacific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNP | CUSIP 907818108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William J. DeLaney | | Mgmt | For | For | For |
| | 2 | Elect David B. Dillon | | Mgmt | For | For | For |
| | 3 | Elect Sheri H. Edison | | Mgmt | For | For | For |
| | 4 | Elect Teresa M. Finley | | 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 Jose H. Villarreal | | Mgmt | For | For | For |
| | 10 | Elect Christopher J. Williams | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Against | For |
|
|
|
| United Rentals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | URI | CUSIP 911363109 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jose B. Alvarez | | Mgmt | For | For | For |
| | 2 | Elect Marc A. Bruno | | Mgmt | For | For | For |
| | 3 | Elect Larry D. De Shon | | Mgmt | For | For | For |
| | 4 | Elect Matthew J. Flannery | | Mgmt | For | For | For |
| | 5 | Elect Bobby J. Griffin | | Mgmt | For | For | For |
| | 6 | Elect Kim Harris Jones | | Mgmt | For | For | For |
| | 7 | Elect Terri L. Kelly | | Mgmt | For | For | For |
| | 8 | Elect Michael J. Kneeland | | Mgmt | For | For | For |
| | 9 | Elect Francisco J. Lopez-Balboa | | Mgmt | For | For | For |
| | 10 | Elect Gracia C. Martore | | Mgmt | For | For | For |
| | 11 | Elect Shiv Singh | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Reduce Ownership Threshold to Initiate Written Consent | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | | ShrHoldr | Against | Against | For |
|
|
|
| UnitedHealth Group Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNH | CUSIP 91324P102 | | 06/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 2 | Elect Paul R. Garcia | | Mgmt | For | For | For |
| | 3 | Elect Kristen Gil | | 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 Andrew Witty | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
|
|
|
| Universal Music Group N.V. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UMG | CINS N90313102 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Remuneration Report | | Mgmt | For | Against | Against |
| | 7 | Accounts and Reports | | Mgmt | For | For | For |
| | 8 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 9 | Allocation of Dividends | | Mgmt | For | For | For |
| | 10 | Ratification of Executives Directors' Acts | | Mgmt | For | For | For |
| | 11 | Ratification of Non-Executives' Acts | | Mgmt | For | Against | Against |
| | 12 | Elect Lucian Grainge to the Board of Directors | | Mgmt | For | Against | Against |
| | 13 | Supplement to CEO Remuneration Policy | | Mgmt | For | Against | Against |
| | 14 | Elect Sherry Lansing to the Board of Directors | | Mgmt | For | Against | Against |
| | 15 | Elect Anna Jones to the Board of Directors | | Mgmt | For | Against | Against |
| | 16 | Elect Luc van Os to the Board of Directors | | Mgmt | For | Against | Against |
| | 17 | Elect Haim Saban to the Board of Directors | | Mgmt | For | Against | Against |
| | 18 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 19 | Appointment of Auditor | | Mgmt | For | For | For |
| | 20 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 21 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
|
|
|
| Vornado Realty Trust | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VNO | CUSIP 929042109 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Steven Roth | | Mgmt | For | For | For |
| | 1.2 | Elect Candace K. Beinecke | | Mgmt | For | For | For |
| | 1.3 | Elect Michael D. Fascitelli | | Mgmt | For | For | For |
| | 1.4 | Elect Beatrice Bassey | | Mgmt | For | For | For |
| | 1.5 | Elect William W. Helman IV | | Mgmt | For | For | For |
| | 1.6 | Elect David Mandelbaum | | Mgmt | For | For | For |
| | 1.7 | Elect Raymond J. McGuire | | Mgmt | For | For | For |
| | 1.8 | Elect Mandakini Puri | | Mgmt | For | For | For |
| | 1.9 | Elect Daniel R. Tisch | | Mgmt | For | For | For |
| | 1.10 | Elect Russell B. Wight, Jr. | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Approval of the 2023 Omnibus Share Plan | | Mgmt | For | For | For |
|
|
|
| Walmart Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WMT | CUSIP 931142103 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cesar Conde | | Mgmt | For | For | For |
| | 2 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 3 | Elect Sarah J. Friar | | Mgmt | For | For | For |
| | 4 | Elect Carla A. Harris | | Mgmt | For | For | For |
| | 5 | Elect Thomas W. Horton | | Mgmt | For | For | For |
| | 6 | Elect Marissa A. Mayer | | Mgmt | For | For | For |
| | 7 | Elect C. Douglas McMillon | | Mgmt | For | For | For |
| | 8 | Elect Gregory B. Penner | | Mgmt | For | For | For |
| | 9 | Elect Randall L. Stephenson | | Mgmt | For | For | For |
| | 10 | Elect S. Robson Walton | | Mgmt | For | For | For |
| | 11 | Elect Steuart L. Walton | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | | ShrHoldr | Against | Against | For |
|
|
|
| Warner Bros. Discovery, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WBD | CUSIP 934423104 | | 05/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Li Haslett Chen | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Kenneth W. Lowe | | Mgmt | For | For | For |
| | 1.3 | Elect Paula A. Price | | Mgmt | For | For | For |
| | 1.4 | Elect David M. Zaslav | | 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 |
| | 5 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
| | | | | | | | |
| Registrant : | Putnam Variable Trust | | | |
| Fund Name : | Putnam VT Research Fund | | | |
|
|
|
| Abbott Laboratories | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABT | CUSIP 002824100 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert J. Alpern | | Mgmt | For | For | For |
| | 2 | Elect Claire Babineaux-Fontenot | | Mgmt | For | For | For |
| | 3 | Elect Sally E. Blount | | Mgmt | For | For | For |
| | 4 | Elect Robert B. Ford | | Mgmt | For | For | For |
| | 5 | Elect Paola Gonzalez | | Mgmt | For | For | For |
| | 6 | Elect Michelle A. Kumbier | | Mgmt | For | For | For |
| | 7 | Elect Darren W. McDew | | Mgmt | For | For | For |
| | 8 | Elect Nancy McKinstry | | Mgmt | For | For | For |
| | 9 | Elect Michael G. O'Grady | | Mgmt | For | For | For |
| | 10 | Elect Michael F. Roman | | Mgmt | For | For | For |
| | 11 | Elect Daniel J. Starks | | Mgmt | For | For | For |
| | 12 | Elect John G. Stratton | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | | ShrHoldr | Against | Against | For |
|
|
|
| AbbVie Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABBV | CUSIP 00287Y109 | | 05/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert J. Alpern | | Mgmt | For | For | For |
| | 2 | Elect Melody B. Meyer | | Mgmt | For | For | For |
| | 3 | Elect Frederick H. Waddell | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| Advanced Micro Devices, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMD | CUSIP 007903107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nora M. Denzel | | Mgmt | For | For | For |
| | 2 | Elect D. Mark Durcan | | Mgmt | For | For | For |
| | 3 | Elect Michael P. Gregoire | | Mgmt | For | For | For |
| | 4 | Elect Joseph A. Householder | | Mgmt | For | For | For |
| | 5 | Elect John W. Marren | | Mgmt | For | For | For |
| | 6 | Elect Jon A. Olson | | Mgmt | For | For | For |
| | 7 | Elect Lisa T. Su | | Mgmt | For | For | For |
| | 8 | Elect Abhijit Y. Talwalkar | | Mgmt | For | For | For |
| | 9 | Elect Elizabeth W. Vanderslice | | Mgmt | For | For | For |
| | 10 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Agnico Eagle Mines Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEM | CUSIP 008474108 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Leona Aglukkaq | | Mgmt | For | For | For |
| | 1.2 | Elect Ammar Al-Joundi | | Mgmt | For | For | For |
| | 1.3 | Elect Sean Boyd | | Mgmt | For | For | For |
| | 1.4 | Elect Martine A. Celej | | Mgmt | For | For | For |
| | 1.5 | Elect Robert J. Gemmell | | Mgmt | For | For | For |
| | 1.6 | Elect Jonathan Gill | | Mgmt | For | For | For |
| | 1.7 | Elect Peter Grosskopf | | Mgmt | For | For | For |
| | 1.8 | Elect Elizabeth Lewis-Gray | | Mgmt | For | For | For |
| | 1.9 | Elect Deborah McCombe | | Mgmt | For | For | For |
| | 1.10 | Elect Jeffrey Parr | | Mgmt | For | For | For |
| | 1.11 | Elect J. Merfyn Roberts | | Mgmt | For | For | For |
| | 1.12 | Elect Jamie C. Sokalsky | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| AIA Group Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 1299 | CINS Y002A1105 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Hong Kong | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | For | For |
| | 4 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 5 | Elect Edmund TSE Sze Wing | | Mgmt | For | For | For |
| | 6 | Elect Jack SO Chak Kwong | | Mgmt | For | For | For |
| | 7 | Elect Lawrence LAU Juen-Yee | | 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 | Directors' Fees | | Mgmt | For | For | For |
| | 12 | Amendment to the Share Option Scheme | | Mgmt | For | For | For |
| | 13 | Adoption of Amended Restricted Share Unit Scheme | | Mgmt | For | For | For |
| | 14 | Adoption of the Amended Employee Share Purchase Plan | | Mgmt | For | For | For |
| | 15 | Adoption of the Amended Agency Share Purchase Plan | | Mgmt | For | For | For |
| | 16 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Alamos Gold Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AGI | CUSIP 011532108 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Elaine Ellingham | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect David Fleck | | Mgmt | For | For | For |
| | 1.3 | Elect David Gower | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Claire Kennedy | | Mgmt | For | For | For |
| | 1.5 | Elect John A. McCluskey | | Mgmt | For | For | For |
| | 1.6 | Elect Monique Mercier | | Mgmt | For | For | For |
| | 1.7 | Elect Paul J. Murphy | | Mgmt | For | For | For |
| | 1.8 | Elect J. Robert S. Prichard | | Mgmt | For | For | For |
| | 1.9 | Elect Shaun A. Usmar | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Alkermes plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALKS | CUSIP G01767105 | | 06/29/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Management Nominee Emily Peterson Alva | | Mgmt | For | TNA | N/A |
| | 2 | Elect Management Nominee Shane M. Cooke | | Mgmt | For | TNA | N/A |
| | 3 | Elect Management Nominee Richard Gaynor | | Mgmt | For | TNA | N/A |
| | 4 | Elect Management Nominee Cato T. Laurencin | | Mgmt | For | TNA | N/A |
| | 5 | Elect Management Nominee Brian P. McKeon | | Mgmt | For | TNA | N/A |
| | 6 | Elect Management Nominee Richard F. Pops | | Mgmt | For | TNA | N/A |
| | 7 | Elect Management Nominee Christopher I. Wright | | Mgmt | For | TNA | N/A |
| | 8 | Elect Dissident Nominee Patrice Bonfiglio | | ShrHoldr | Withhold | TNA | N/A |
| | 9 | Elect Dissident Nominee Alexander J. Denner | | ShrHoldr | Withhold | TNA | N/A |
| | 10 | Elect Dissident Nominee Sarah J. Schlesinger | | ShrHoldr | Withhold | TNA | N/A |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | TNA | N/A |
| | 12 | Ratification of Auditor | | Mgmt | For | TNA | N/A |
| | 13 | Amendment to the 2018 Stock Option and Incentive Plan | | Mgmt | For | TNA | N/A |
| | 14 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | TNA | N/A |
| | 15 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | TNA | N/A |
|
|
|
| Alkermes plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALKS | CUSIP G01767105 | | 06/29/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Dissident Nominee Patrice Bonfiglio | | ShrHoldr | N/A | For | N/A |
| | 2 | Elect Dissident Nominee Alexander J. Denner | | ShrHoldr | N/A | For | N/A |
| | 3 | Elect Dissident Nominee Sarah J. Schlesinger | | ShrHoldr | N/A | For | N/A |
| | 4 | Elect Management Nominee Emily Peterson Alva | | Mgmt | N/A | For | N/A |
| | 5 | Elect Management Nominee Cato T. Laurencin | | Mgmt | N/A | For | N/A |
| | 6 | Elect Management Nominee Brian P. McKeon | | Mgmt | N/A | For | N/A |
| | 7 | Elect Management Nominee Christopher I. Wright | | Mgmt | N/A | For | N/A |
| | 8 | Elect Management Nominee Shane M. Cooke | | Mgmt | N/A | Withhold | N/A |
| | 9 | Elect Management Nominee Richard Gaynor | | Mgmt | N/A | Withhold | N/A |
| | 10 | Elect Management Nominee Richard F. Pops | | Mgmt | N/A | Withhold | N/A |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | N/A | For | N/A |
| | 12 | Ratification of Auditor | | Mgmt | N/A | For | N/A |
| | 13 | Amendment to the 2018 Stock Option and Incentive Plan | | Mgmt | N/A | For | N/A |
| | 14 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | N/A | For | N/A |
| | 15 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | N/A | Against | N/A |
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| Alphabet Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GOOGL | CUSIP 02079K305 | | 06/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Larry Page | | Mgmt | For | For | For |
| | 2 | Elect Sergey Brin | | Mgmt | For | For | For |
| | 3 | Elect Sundar Pichai | | Mgmt | For | For | For |
| | 4 | Elect John L. Hennessy | | Mgmt | For | For | For |
| | 5 | Elect Frances H. Arnold | | Mgmt | For | For | For |
| | 6 | Elect R. Martin Chavez | | Mgmt | For | For | For |
| | 7 | Elect L. John Doerr | | Mgmt | For | For | For |
| | 8 | Elect Roger W. Ferguson, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Ann Mather | | Mgmt | For | Against | Against |
| | 10 | Elect K. Ram Shriram | | Mgmt | For | For | For |
| | 11 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Amendment to the 2021 Stock Plan | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Lobbying Activity Alignment with Climate Commitments and the Paris Agreement | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Siting in Countries of Significant Human Rights Concern | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Human Rights Impact Assessment | | ShrHoldr | Against | For | Against |
| | 22 | Shareholder Proposal Regarding Algorithm Disclosures | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Alignment of YouTube Policies With Legislation | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Content Governance Report | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Assessment of Audit and Compliance Committee | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
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| Altria Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MO | CUSIP 02209S103 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ian L.T. Clarke | | Mgmt | For | For | For |
| | 2 | Elect Marjorie M. Connelly | | Mgmt | For | For | For |
| | 3 | Elect R. Matt Davis | | Mgmt | For | For | For |
| | 4 | Elect William F. Gifford, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Jacinto J. Hernandez | | Mgmt | For | For | For |
| | 6 | Elect Debra J. Kelly-Ennis | | Mgmt | For | For | For |
| | 7 | Elect Kathryn B. McQuade | | Mgmt | For | For | For |
| | 8 | Elect George Munoz | | Mgmt | For | For | For |
| | 9 | Elect Nabil Y. Sakkab | | Mgmt | For | For | For |
| | 10 | Elect Virginia E. Shanks | | Mgmt | For | For | For |
| | 11 | Elect Ellen R. Strahlman | | Mgmt | For | For | For |
| | 12 | Elect M. Max Yzaguirre | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Civil Rights Audit | | ShrHoldr | Against | Against | For |
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| Amazon.com, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMZN | CUSIP 023135106 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey P. Bezos | | Mgmt | For | For | For |
| | 2 | Elect Andrew R. Jassy | | Mgmt | For | For | For |
| | 3 | Elect Keith B. Alexander | | Mgmt | For | For | For |
| | 4 | Elect Edith W. Cooper | | Mgmt | For | For | For |
| | 5 | Elect Jamie S. Gorelick | | Mgmt | For | For | For |
| | 6 | Elect Daniel P. Huttenlocher | | Mgmt | For | For | For |
| | 7 | Elect Judith A. McGrath | | Mgmt | For | For | For |
| | 8 | Elect Indra K. Nooyi | | Mgmt | For | For | For |
| | 9 | Elect Jonathan J. Rubinstein | | Mgmt | For | For | For |
| | 10 | Elect Patricia Q. Stonesifer | | Mgmt | For | For | For |
| | 11 | Elect Wendell P. Weeks | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the 1997 Stock Incentive Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Customer Due Diligence | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | | ShrHoldr | Against | Against | For |
| | 29 | Shareholder Proposal Regarding Formation of Public Policy Committee | | ShrHoldr | Against | Against | For |
| | 30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | | ShrHoldr | Against | Against | For |
| | 31 | Shareholder Proposal Regarding Report on Working Conditions | | ShrHoldr | Against | Against | For |
| | 32 | Shareholder Proposal Regarding Report on Plastic Packaging | | ShrHoldr | Against | Against | For |
| | 33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | | ShrHoldr | Against | Against | For |
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| Ameren Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEE | CUSIP 023608102 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Warner L. Baxter | | Mgmt | For | For | For |
| | 2 | Elect Cynthia J. Brinkley | | Mgmt | For | For | For |
| | 3 | Elect Catherine S. Brune | | Mgmt | For | For | For |
| | 4 | Elect J. Edward Coleman | | Mgmt | For | For | For |
| | 5 | Elect Ward H. Dickson | | Mgmt | For | For | For |
| | 6 | Elect Noelle K. Eder | | Mgmt | For | For | For |
| | 7 | Elect Ellen M. Fitzsimmons | | Mgmt | For | For | For |
| | 8 | Elect Rafael Flores | | Mgmt | For | For | For |
| | 9 | Elect Richard J. Harshman | | Mgmt | For | For | For |
| | 10 | Elect Craig S. Ivey | | Mgmt | For | For | For |
| | 11 | Elect James C. Johnson | | Mgmt | For | For | For |
| | 12 | Elect Martin J. Lyons, Jr. | | Mgmt | For | For | For |
| | 13 | Elect Steven H. Lipstein | | Mgmt | For | For | For |
| | 14 | Elect Leo S. Mackay, Jr. | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Revision of Scope 1 and 2 GHG Targets to Align with Paris Agreement | | ShrHoldr | Against | Against | For |
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| American Tower Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMT | CUSIP 03027X100 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas A. Bartlett | | Mgmt | For | For | For |
| | 2 | Elect Kelly C. Chambliss | | Mgmt | For | For | For |
| | 3 | Elect Teresa H. Clarke | | Mgmt | For | For | For |
| | 4 | Elect Raymond P. Dolan | | Mgmt | For | For | For |
| | 5 | Elect Kenneth R. Frank | | Mgmt | For | For | For |
| | 6 | Elect Robert D. Hormats | | Mgmt | For | For | For |
| | 7 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 8 | Elect Craig Macnab | | Mgmt | For | For | For |
| | 9 | Elect JoAnn A. Reed | | Mgmt | For | For | For |
| | 10 | Elect Pamela D.A. Reeve | | Mgmt | For | For | For |
| | 11 | Elect Bruce L. Tanner | | Mgmt | For | For | For |
| | 12 | Elect Samme L. Thompson | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
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| Apollo Global Management, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | APO | CINS 03769M106 | | 10/07/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Marc A. Beilinson | | Mgmt | For | Withhold | Against |
| | 2 | Elect Director Scott Kleinman | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director A.B. Krongard | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Pauline Richards | | Mgmt | For | Withhold | Against |
| | 5 | Elect Director Marc Rowan | | Mgmt | For | Withhold | Against |
| | 6 | Elect Director David Simon | | Mgmt | For | Withhold | Against |
| | 7 | Elect Director Lynn Swann | | Mgmt | For | Withhold | Against |
| | 8 | Elect Director James Zelter | | Mgmt | For | Withhold | Against |
| | 9 | Elect Director James R. Belardi | | Mgmt | For | Withhold | Against |
| | 10 | Elect Director Jessica Bibliowicz | | Mgmt | For | Withhold | Against |
| | 11 | Elect Director Walter (Jay) Clayton, III | | Mgmt | For | Withhold | Against |
| | 12 | Elect Director Michael Ducey | | Mgmt | For | Withhold | Against |
| | 13 | Elect Director Richard Emerson | | Mgmt | For | Withhold | Against |
| | 14 | Elect Director Kerry Murphy Healey | | Mgmt | For | Withhold | Against |
| | 15 | Elect Director Mitra Hormozi | | Mgmt | For | Withhold | Against |
| | 16 | Elect Director Pamela Joyner | | Mgmt | For | Withhold | Against |
| | 17 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
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| Apple Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AAPL | CUSIP 037833100 | | 03/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director James Bell | | Mgmt | For | For | For |
| | 2 | Elect Director Tim Cook | | Mgmt | For | For | For |
| | 3 | Elect Director Al Gore | | Mgmt | For | For | For |
| | 4 | Elect Director Alex Gorsky | | Mgmt | For | For | For |
| | 5 | Elect Director Andrea Jung | | Mgmt | For | For | For |
| | 6 | Elect Director Art Levinson | | Mgmt | For | For | For |
| | 7 | Elect Director Monica Lozano | | Mgmt | For | For | For |
| | 8 | Elect Director Ron Sugar | | Mgmt | For | For | For |
| | 9 | Elect Director Sue Wagner | | Mgmt | For | For | For |
| | 10 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Report on Civil Rights and Non-Discrimination Audit | | ShrHoldr | Against | Against | For |
| | 14 | Report on Operations in Communist China | | ShrHoldr | Against | Against | For |
| | 15 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | | ShrHoldr | Against | Against | For |
| | 16 | Report on Median Gender/Racial Pay Gap | | ShrHoldr | Against | Against | For |
| | 17 | Amend Proxy Access Right | | ShrHoldr | Against | Against | For |
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| Applied Materials, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMAT | CUSIP 038222105 | | 03/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Rani Borkar | | Mgmt | For | For | For |
| | 2 | Elect Director Judy Bruner | | Mgmt | For | For | For |
| | 3 | Elect Director Xun (Eric) Chen | | Mgmt | For | For | For |
| | 4 | Elect Director Aart J. de Geus | | Mgmt | For | For | For |
| | 5 | Elect Director Gary E. Dickerson | | Mgmt | For | For | For |
| | 6 | Elect Director Thomas J. Iannotti | | Mgmt | For | For | For |
| | 7 | Elect Director Alexander A. Karsner | | Mgmt | For | For | For |
| | 8 | Elect Director Kevin P. March | | Mgmt | For | For | For |
| | 9 | Elect Director Yvonne McGill | | Mgmt | For | For | For |
| | 10 | Elect Director Scott A. McGregor | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 15 | Improve Executive Compensation Program and Policy | | ShrHoldr | Against | Against | For |
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| Aramark | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ARMK | CUSIP 03852U106 | | 02/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Susan M. Cameron | | Mgmt | For | For | For |
| | 2 | Elect Director Greg Creed | | Mgmt | For | For | For |
| | 3 | Elect Director Bridgette P. Heller | | Mgmt | For | For | For |
| | 4 | Elect Director Paul C. Hilal | | Mgmt | For | For | For |
| | 5 | Elect Director Kenneth M. Keverian | | Mgmt | For | For | For |
| | 6 | Elect Director Karen M. King | | Mgmt | For | For | For |
| | 7 | Elect Director Patricia E. Lopez | | Mgmt | For | For | For |
| | 8 | Elect Director Stephen I. Sadove | | Mgmt | For | For | For |
| | 9 | Elect Director Kevin G. Wills | | Mgmt | For | For | For |
| | 10 | Elect Director Arthur B. Winkleblack | | Mgmt | For | For | For |
| | 11 | Elect Director John J. Zillmer | | Mgmt | For | For | For |
| | 12 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
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| Ascendis Pharma A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ASND | CUSIP 04351P101 | | 05/30/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Election of Presiding Chair | | Mgmt | For | For | For |
| | 2 | Presentation of Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Accounts and Reports; Ratification of Board and Management Acts | | Mgmt | For | For | For |
| | 4 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 5 | Elect Jan Moller Mikkelsen | | Mgmt | For | For | For |
| | 6 | Elect Lisa Bright | | Mgmt | For | For | For |
| | 7 | Elect William Carl Fairey, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Siham Imani | | Mgmt | For | For | For |
| | 9 | Appointment of Auditor | | Mgmt | For | For | For |
| | 10 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
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| Assured Guaranty Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AGO | CUSIP G0585R106 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 Yukiko Omura | | Mgmt | For | For | For |
| | 10 | Elect Lorin P.T. Radtke | | Mgmt | For | For | For |
| | 11 | Elect Courtney C. Shea | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 16 | Elect Robert A. Bailenson | | 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 Darrin Futter | | Mgmt | For | For | For |
| | 22 | Elect Jorge Gana | | Mgmt | For | For | For |
| | 23 | Elect Holly L. Horn | | Mgmt | For | For | For |
| | 24 | Elect Walter A. Scott | | Mgmt | For | For | For |
| | 25 | Ratification of Subsidiary Auditor | | Mgmt | For | For | For |
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| Avery Dennison Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AVY | CUSIP 053611109 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Bradley A. Alford | | Mgmt | For | For | For |
| | 2 | Elect Anthony K. Anderson | | Mgmt | For | For | For |
| | 3 | Elect Mitchell R. Butier | | Mgmt | For | For | For |
| | 4 | Elect Ken C. Hicks | | Mgmt | For | For | For |
| | 5 | Elect Andres A. Lopez | | Mgmt | For | For | For |
| | 6 | Elect Francesca Reverberi | | Mgmt | For | For | For |
| | 7 | Elect Patrick T. Siewert | | Mgmt | For | For | For |
| | 8 | Elect Julia A. Stewart | | Mgmt | For | For | For |
| | 9 | Elect Martha N. Sullivan | | Mgmt | For | For | For |
| | 10 | Elect William R. Wagner | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
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| Axa | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CS | CINS F06106102 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 8 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 9 | Accounts and Reports | | Mgmt | For | For | For |
| | 10 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 11 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 12 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 13 | 2022 Remuneration of Denis Duverne, Chair (Until April 28, 2022) | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration of Antoine Gosset-Grainville, Chair (From April 28, 2022) | | Mgmt | For | For | For |
| | 15 | 2022 Remuneration of Thomas Buberl, CEO | | Mgmt | For | Against | Against |
| | 16 | 2023 Remuneration Policy (CEO) | | Mgmt | For | For | For |
| | 17 | 2023 Remuneration Policy (Chair) | | Mgmt | For | For | For |
| | 18 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 19 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 20 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 21 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 23 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 24 | Authority to Issue Shares and Convertible Debt Through Private Placement | | Mgmt | For | For | For |
| | 25 | Authority to Set Offering Price of Shares | | Mgmt | For | For | For |
| | 26 | Authority to Increase Capital in Case of Exchange Offers | | Mgmt | For | For | For |
| | 27 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 28 | Authority to Issue Shares w/o Preemptive Rights in Consideration for Securities Issued by Subsidiaries | | Mgmt | For | For | For |
| | 29 | Authority to Issue Shares w/ Preemptive Rights in Consideration for Securities Issued by Subsidiaries | | Mgmt | For | For | For |
| | 30 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 31 | Stock Purchase Plan for Overseas Employees | | Mgmt | For | For | For |
| | 32 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 33 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
|
|
|
| Bank of America Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAC | CUSIP 060505583 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sharon L. Allen | | Mgmt | For | For | For |
| | 2 | Elect Jose E. Almeida | | Mgmt | For | For | For |
| | 3 | Elect Frank P. Bramble, Sr. | | Mgmt | For | For | For |
| | 4 | Elect Pierre J. P. de Weck | | Mgmt | For | For | For |
| | 5 | Elect Arnold W. Donald | | Mgmt | For | For | For |
| | 6 | Elect Linda P. Hudson | | Mgmt | For | For | For |
| | 7 | Elect Monica C. Lozano | | Mgmt | For | For | For |
| | 8 | Elect Brian T. Moynihan | | Mgmt | For | For | For |
| | 9 | Elect Lionel L. Nowell, III | | Mgmt | For | For | For |
| | 10 | Elect Denise L. Ramos | | Mgmt | For | For | For |
| | 11 | Elect Clayton S. Rose | | Mgmt | For | For | For |
| | 12 | Elect Michael D. White | | Mgmt | For | For | For |
| | 13 | Elect Thomas D. Woods | | Mgmt | For | For | For |
| | 14 | Elect Maria T. Zuber | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Amendment to the Bank of America Corporation Equity Plan | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Absolute GHG Targets and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding a Racial Equity Audit | | ShrHoldr | Against | Against | For |
|
|
|
| Berry Global Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BERY | CUSIP 08579W103 | | 02/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director B. Evan Bayh | | Mgmt | For | For | For |
| | 2 | Elect Director Jonathan F. Foster | | Mgmt | For | For | For |
| | 3 | Elect Director Idalene F. Kesner | | Mgmt | For | For | For |
| | 4 | Elect Director Jill A. Rahman | | Mgmt | For | For | For |
| | 5 | Elect Director Carl J. (Rick) Rickertsen | | Mgmt | For | Against | Against |
| | 6 | Elect Director Thomas E. Salmon | | Mgmt | For | For | For |
| | 7 | Elect Director Chaney M. Sheffield, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Director Robert A. Steele | | Mgmt | For | For | For |
| | 9 | Elect Director Stephen E. Sterrett | | Mgmt | For | For | For |
| | 10 | Elect Director Scott B. Ullem | | Mgmt | For | For | For |
| | 11 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| Biogen Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BIIB | CUSIP 09062X103 | | 06/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alexander J. Denner | | Mgmt | For | For | For |
| | 2 | Elect Caroline D. Dorsa | | Mgmt | For | For | For |
| | 3 | Elect Maria C. Freire | | Mgmt | For | For | For |
| | 4 | Elect William A. Hawkins | | Mgmt | For | For | For |
| | 5 | Elect William D. Jones | | Mgmt | For | For | For |
| | 6 | Elect Jesus B. Mantas | | Mgmt | For | For | For |
| | 7 | Elect Richard C. Mulligan | | Mgmt | For | For | For |
| | 8 | Elect Eric K. Rowinsky | | Mgmt | For | For | For |
| | 9 | Elect Stephen A. Sherwin | | Mgmt | For | For | For |
| | 10 | Elect Christopher A. Viehbacher | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Elect Susan K. Langer | | Mgmt | For | For | For |
|
|
|
| Bio-Rad Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BIO | CUSIP 090572207 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Melinda Litherland | | Mgmt | For | Against | Against |
| | 2 | Elect Arnold A. Pinkston | | Mgmt | For | Against | Against |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
|
|
|
| BJ's Wholesale Club Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BJ | CUSIP 05550J101 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Christopher J. Baldwin | | Mgmt | For | For | For |
| | 1.2 | Elect Darryl Brown | | Mgmt | For | For | For |
| | 1.3 | Elect Bob Eddy | | Mgmt | For | For | For |
| | 1.4 | Elect Michelle Gloeckler | | Mgmt | For | For | For |
| | 1.5 | Elect Maile Naylor | | Mgmt | For | For | For |
| | 1.6 | Elect Ken Parent | | Mgmt | For | For | For |
| | 1.7 | Elect Christopher H. Peterson | | Mgmt | For | For | For |
| | 1.8 | Elect Robert A. Steele | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Booking Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BKNG | CUSIP 09857L108 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Glenn D. Fogel | | Mgmt | For | For | For |
| | 1.2 | Elect Mirian M. Graddick-Weir | | Mgmt | For | For | For |
| | 1.3 | Elect Wei Hopeman | | Mgmt | For | For | For |
| | 1.4 | Elect Robert J. Mylod Jr. | | Mgmt | For | For | For |
| | 1.5 | Elect Charles H. Noski | | Mgmt | For | For | For |
| | 1.6 | Elect JosephLarry Quinlan | | Mgmt | For | For | For |
| | 1.7 | Elect Nicholas J. Read | | Mgmt | For | For | For |
| | 1.8 | Elect Thomas E. Rothman | | Mgmt | For | For | For |
| | 1.9 | Elect Sumit Singh | | Mgmt | For | For | For |
| | 1.10 | Elect Lynn M. Vojvodich Radakovich | | Mgmt | For | For | For |
| | 1.11 | Elect Vanessa A. Wittman | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Booz Allen Hamilton Holding Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAH | CINS 099502106 | | 07/27/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Provide Right to Call Special Meeting | | Mgmt | For | For | For |
| | 4 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | | ShrHoldr | Against | Against | For |
| | 5 | Elect Director Horacio D. Rozanski | | Mgmt | For | For | For |
| | 6 | Elect Director Mark E. Gaumond | | Mgmt | For | For | For |
| | 7 | Elect Director Gretchen W. McClain | | Mgmt | For | For | For |
| | 8 | Elect Director Melody C. Barnes | | Mgmt | For | For | For |
| | 9 | Elect Director Ellen Jewett | | Mgmt | For | For | For |
| | 10 | Elect Director Arthur E. Johnson | | Mgmt | For | For | For |
| | 11 | Elect Director Charles O. Rossotti | | Mgmt | For | For | For |
|
|
|
| Boston Scientific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BSX | CUSIP 101137107 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 Edward J. Ludwig | | Mgmt | For | For | For |
| | 5 | Elect Michael F. Mahoney | | Mgmt | For | For | For |
| | 6 | Elect David J. Roux | | Mgmt | For | For | For |
| | 7 | Elect John E. Sununu | | Mgmt | For | For | For |
| | 8 | Elect David S. Wichmann | | Mgmt | For | For | For |
| | 9 | Elect Ellen M. Zane | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| BP plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BP. | CINS G12793108 | | 04/27/2023 | | 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 | | Mgmt | For | Against | Against |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Elect Helge Lund | | Mgmt | For | For | For |
| | 5 | Elect Bernard Looney | | Mgmt | For | For | For |
| | 6 | Elect Murray Auchincloss | | Mgmt | For | For | For |
| | 7 | Elect Paula Rosput Reynolds | | Mgmt | For | For | For |
| | 8 | Elect Melody B. Meyer | | Mgmt | For | For | For |
| | 9 | Elect Tushar Morzaria | | Mgmt | For | For | For |
| | 10 | Elect Sir John Sawers | | Mgmt | For | For | For |
| | 11 | Elect Pamela Daley | | Mgmt | For | For | For |
| | 12 | Elect Karen A. Richardson | | Mgmt | For | For | For |
| | 13 | Elect Johannes Teyssen | | Mgmt | For | For | For |
| | 14 | Elect Amanda J. Blanc | | Mgmt | For | For | For |
| | 15 | Elect Satish Pai | | Mgmt | For | For | For |
| | 16 | Elect Hina Nagarajan | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 23 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 24 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 25 | Shareholder Proposal Regarding Reporting and Reducing Greenhouse Gas Emissions | | ShrHoldr | Against | Against | For |
|
|
|
| CAE Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CAE | CINS 124765108 | | 08/10/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Ayman Antoun | | Mgmt | For | For | For |
| | 2 | Elect Director David G. Perkins | | Mgmt | For | For | For |
| | 3 | Elect Director Michael E. Roach | | Mgmt | For | For | For |
| | 4 | Elect Director Patrick M. Shanahan | | Mgmt | For | For | For |
| | 5 | Elect Director Andrew J. Stevens | | Mgmt | For | For | For |
| | 6 | Elect Director Margaret S. (Peg) Billson | | Mgmt | For | For | For |
| | 7 | Elect Director Elise Eberwein | | Mgmt | For | For | For |
| | 8 | Elect Director Michael M. Fortier | | Mgmt | For | For | For |
| | 9 | Elect Director Marianne Harrison | | Mgmt | For | For | For |
| | 10 | Elect Director Alan N. MacGibbon | | Mgmt | For | For | For |
| | 11 | Elect Director Mary Lou Maher | | Mgmt | For | For | For |
| | 12 | Elect Director Francois Olivier | | Mgmt | For | For | For |
| | 13 | Elect Director Marc Parent | | Mgmt | For | For | For |
| | 14 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation Approach | | Mgmt | For | For | For |
|
|
|
| CarMax, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KMX | CUSIP 143130102 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter J. Bensen | | Mgmt | For | For | For |
| | 2 | Elect Ronald E. Blaylock | | Mgmt | For | For | For |
| | 3 | Elect Sona Chawla | | Mgmt | For | For | For |
| | 4 | Elect Thomas J. Folliard | | Mgmt | For | For | For |
| | 5 | Elect Shira D. Goodman | | Mgmt | For | For | For |
| | 6 | Elect David W. McCreight | | Mgmt | For | For | For |
| | 7 | Elect William D. Nash | | Mgmt | For | For | For |
| | 8 | Elect Mark F. O'Neil | | Mgmt | For | For | For |
| | 9 | Elect Pietro Satriano | | Mgmt | For | For | For |
| | 10 | Elect Marcella Shinder | | Mgmt | For | For | For |
| | 11 | Elect Mitchell D. Steenrod | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the 2022 Stock Incentive Plan | | Mgmt | For | For | For |
|
|
|
| CDW Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CDW | CUSIP 12514G108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Virginia Addicott | | Mgmt | For | For | For |
| | 2 | Elect James A. Bell | | Mgmt | For | For | For |
| | 3 | Elect Lynda M. Clarizio | | Mgmt | For | For | For |
| | 4 | Elect Anthony R. Foxx | | Mgmt | For | For | For |
| | 5 | Elect Marc E. Jones | | Mgmt | For | For | For |
| | 6 | Elect Christine A. Leahy | | Mgmt | For | For | For |
| | 7 | Elect Sanjay Mehrotra | | Mgmt | For | For | For |
| | 8 | Elect David W. Nelms | | Mgmt | For | For | For |
| | 9 | Elect Joseph R. Swedish | | Mgmt | For | For | For |
| | 10 | Elect Donna F. Zarcone | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Allow Shareholders the Right to Call Special Meetings | | Mgmt | For | For | For |
| | 15 | Amendment to Articles Regarding Officer Exculpation | | Mgmt | For | For | For |
|
|
|
| Cenovus Energy Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CVE | CUSIP 15135U109 | | 04/26/2023 | | 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 | Elect Keith M. Casey | | Mgmt | For | For | For |
| | 3 | Elect Canning K.N. Fok | | Mgmt | For | For | For |
| | 4 | Elect Jane E. Kinney | | Mgmt | For | For | For |
| | 5 | Elect Harold N. Kvisle | | Mgmt | For | For | For |
| | 6 | Elect Eva L. Kwok | | Mgmt | For | For | For |
| | 7 | Elect Melanie A. Little | | Mgmt | For | For | For |
| | 8 | Elect Richard J. Marcogliese | | Mgmt | For | For | For |
| | 9 | Elect Jonathan M. McKenzie | | Mgmt | For | For | For |
| | 10 | Elect Claude Mongeau | | Mgmt | For | For | For |
| | 11 | Elect Alexander J. Pourbaix | | Mgmt | For | For | For |
| | 12 | Elect Wayne E. Shaw | | Mgmt | For | For | For |
| | 13 | Elect Frank J. Sixt | | Mgmt | For | For | For |
| | 14 | Elect Rhonda I. Zygocki | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net Zero Goal | | ShrHoldr | For | For | For |
|
|
|
| Charter Communications, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CHTR | CUSIP 16119P108 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| Chipotle Mexican Grill, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMG | CUSIP 169656105 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Albert S. Baldocchi | | Mgmt | For | For | For |
| | 2 | Elect Matthew Carey | | Mgmt | For | For | For |
| | 3 | Elect Gregg L. Engles | | Mgmt | For | For | For |
| | 4 | Elect Patricia D. Fili-Krushel | | Mgmt | For | For | For |
| | 5 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 6 | Elect Robin Hickenlooper | | Mgmt | For | For | For |
| | 7 | Elect Scott H. Maw | | Mgmt | For | For | For |
| | 8 | Elect Brian Niccol | | Mgmt | For | For | For |
| | 9 | Elect Mary A. Winston | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | Against | For |
|
|
|
| Citigroup Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | C | CUSIP 172967424 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ellen M. Costello | | Mgmt | For | For | For |
| | 2 | Elect Grace E. Dailey | | Mgmt | For | For | For |
| | 3 | Elect Barbara J. Desoer | | Mgmt | For | For | For |
| | 4 | Elect John C. Dugan | | Mgmt | For | For | For |
| | 5 | Elect Jane N. Fraser | | Mgmt | For | For | For |
| | 6 | Elect Duncan P. Hennes | | Mgmt | For | For | For |
| | 7 | Elect Peter B. Henry | | Mgmt | For | For | For |
| | 8 | Elect S. Leslie Ireland | | Mgmt | For | For | For |
| | 9 | Elect Renee J. James | | Mgmt | For | For | For |
| | 10 | Elect Gary M. Reiner | | Mgmt | For | For | For |
| | 11 | Elect Diana L. Taylor | | Mgmt | For | For | For |
| | 12 | Elect James S. Turley | | Mgmt | For | For | For |
| | 13 | Elect Casper W. von Koskull | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Amendment to the 2019 Stock Incentive Plan | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Human Rights Standards for Indigenous Peoples | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
|
|
|
| ConocoPhillips | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COP | CUSIP 20825C104 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Dennis Victor Arriola | | Mgmt | For | For | For |
| | 2 | Elect Jody L. Freeman | | Mgmt | For | For | For |
| | 3 | Elect Gay Huey Evans | | Mgmt | For | For | For |
| | 4 | Elect Jeffrey A. Joerres | | Mgmt | For | For | For |
| | 5 | Elect Ryan M. Lance | | Mgmt | For | For | For |
| | 6 | Elect Timothy A. Leach | | Mgmt | For | For | For |
| | 7 | Elect William H. McRaven | | Mgmt | For | For | For |
| | 8 | Elect Sharmila Mulligan | | Mgmt | For | For | For |
| | 9 | Elect Eric D. Mullins | | Mgmt | For | For | For |
| | 10 | Elect Arjun N. Murti | | Mgmt | For | For | For |
| | 11 | Elect Robert A. Niblock | | Mgmt | For | For | For |
| | 12 | Elect David T. Seaton | | Mgmt | For | For | For |
| | 13 | Elect R. A. Walker | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 17 | Permit Shareholders to Call Special Meetings | | Mgmt | For | For | For |
| | 18 | Approval of the 2023 Omnibus Stock and Performance Incentive Plan | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| Constellation Brands, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STZ | CINS 21036P108 | | 07/19/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jennifer M. Daniels | | Mgmt | For | Withhold | Against |
| | 2 | Elect Director Jeremy S. G. Fowden | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director Jose Manuel Madero Garza | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Daniel J. McCarthy | | Mgmt | For | Withhold | Against |
| | 5 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| Constellation Brands, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STZ | CINS 21036P108 | | 11/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Amend Charter | | Mgmt | For | For | For |
| | 2 | Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Constellation Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CEG | CUSIP 21037T109 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Joseph Dominguez | | Mgmt | For | For | For |
| | 1.2 | Elect Julie Holzrichter | | Mgmt | For | For | For |
| | 1.3 | Elect Ashish Khandpur | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Corteva, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CTVA | CUSIP 22052L104 | | 04/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lamberto Andreotti | | Mgmt | For | For | For |
| | 2 | Elect Klaus A. Engel | | Mgmt | For | For | For |
| | 3 | Elect David C. Everitt | | Mgmt | For | For | For |
| | 4 | Elect Janet Plaut Giesselman | | Mgmt | For | For | For |
| | 5 | Elect Karen H. Grimes | | Mgmt | For | For | For |
| | 6 | Elect Michael O. Johanns | | Mgmt | For | For | For |
| | 7 | Elect Rebecca B. Liebert | | Mgmt | For | For | For |
| | 8 | Elect Marcos Marinho Lutz | | Mgmt | For | For | For |
| | 9 | Elect Charles V. Magro | | Mgmt | For | For | For |
| | 10 | Elect Nayaki R. Nayyar | | Mgmt | For | For | For |
| | 11 | Elect Gregory R. Page | | Mgmt | For | For | For |
| | 12 | Elect Kerry J. Preete | | Mgmt | For | For | For |
| | 13 | Elect Patrick J. Ward | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Costco Wholesale Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COST | CUSIP 22160K105 | | 01/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Susan L. Decker | | Mgmt | For | For | For |
| | 2 | Elect Director Kenneth D. Denman | | Mgmt | For | For | For |
| | 3 | Elect Director Richard A. Galanti | | Mgmt | For | For | For |
| | 4 | Elect Director Hamilton E. James | | Mgmt | For | For | For |
| | 5 | Elect Director W. Craig Jelinek | | Mgmt | For | For | For |
| | 6 | Elect Director Sally Jewell | | Mgmt | For | For | For |
| | 7 | Elect Director Charles T. Munger | | Mgmt | For | For | For |
| | 8 | Elect Director Jeffrey S. Raikes | | Mgmt | For | For | For |
| | 9 | Elect Director John W. Stanton | | Mgmt | For | For | For |
| | 10 | Elect Director Ron M. Vachris | | Mgmt | For | For | For |
| | 11 | Elect Director Mary Agnes (Maggie) Wilderotter | | Mgmt | For | For | For |
| | 12 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Report on Risk Due to Restrictions on Reproductive Rights | | ShrHoldr | Against | Against | For |
|
|
|
| CRH Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRH | CUSIP 12626K203 | | 04/27/2023 | | 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 | Final Dividend | | Mgmt | For | For | For |
| | 3 | Remuneration Report | | Mgmt | For | For | For |
| | 4 | Elect Richard Boucher | | Mgmt | For | For | For |
| | 5 | Elect Caroline Dowling | | Mgmt | For | For | For |
| | 6 | Elect Richard H. Fearon | | Mgmt | For | For | For |
| | 7 | Elect Johan Karlstrom | | Mgmt | For | For | For |
| | 8 | Elect Shaun Kelly | | Mgmt | For | For | For |
| | 9 | Elect Badar Khan | | Mgmt | For | For | For |
| | 10 | Elect H. Lamar McKay | | Mgmt | For | For | For |
| | 11 | Elect Albert Manifold | | Mgmt | For | For | For |
| | 12 | Elect Jim Mintern | | Mgmt | For | For | For |
| | 13 | Elect Gillian L. Platt | | Mgmt | For | For | For |
| | 14 | Elect Mary K. Rhinehart | | Mgmt | For | For | For |
| | 15 | Elect Siobhan Talbot | | Mgmt | For | For | For |
| | 16 | Elect Christina Verchere | | Mgmt | For | For | For |
| | 17 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 18 | Appointment of Auditor | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Authority to Set Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
|
|
|
| CRH Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRH | CUSIP 12626K203 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Scheme of Arrangement (Settlement System Migration) | | Mgmt | For | For | For |
| | 2 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
| | 3 | Change of Listing | | Mgmt | For | For | For |
| | 4 | Adoption of New Articles | | Mgmt | For | For | For |
| | 5 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 6 | Authority to Set Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 7 | Amendments to Articles (Share Redemption) | | Mgmt | For | For | For |
|
|
|
| CSX Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CSX | CUSIP 126408103 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Donna M. Alvarado | | Mgmt | For | For | For |
| | 2 | Elect Thomas P. Bostick | | Mgmt | For | For | For |
| | 3 | Elect Steven T. Halverson | | Mgmt | For | For | For |
| | 4 | Elect Paul C. Hilal | | Mgmt | For | For | For |
| | 5 | Elect Joseph R. Hinrichs | | Mgmt | For | For | For |
| | 6 | Elect David M. Moffett | | Mgmt | For | For | For |
| | 7 | Elect Linda H. Riefler | | Mgmt | For | For | For |
| | 8 | Elect Suzanne M. Vautrinot | | Mgmt | For | For | For |
| | 9 | Elect James L. Wainscott | | Mgmt | For | For | For |
| | 10 | Elect J. Steven Whisler | | Mgmt | For | For | For |
| | 11 | Elect John J. Zillmer | | Mgmt | For | Against | Against |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Danaher Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DHR | CUSIP 235851102 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Rainer M. Blair | | Mgmt | For | For | For |
| | 2 | Elect Feroz Dewan | | Mgmt | For | For | For |
| | 3 | Elect Linda P. Hefner Filler | | Mgmt | For | For | For |
| | 4 | Elect Teri L. List | | Mgmt | For | For | For |
| | 5 | Elect Walter G. Lohr, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Jessica L. Mega | | Mgmt | For | For | For |
| | 7 | Elect Mitchell P. Rales | | Mgmt | For | For | For |
| | 8 | Elect Steven M. Rales | | Mgmt | For | For | For |
| | 9 | Elect Pardis C. Sabeti | | Mgmt | For | For | For |
| | 10 | Elect A. Shane Sanders | | Mgmt | For | For | For |
| | 11 | Elect John T. Schwieters | | Mgmt | For | For | For |
| | 12 | Elect Alan G. Spoon | | Mgmt | For | For | For |
| | 13 | Elect Raymond C. Stevens | | Mgmt | For | For | For |
| | 14 | Elect Elias A. Zerhouni | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
|
|
|
| Deere & Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DE | CUSIP 244199105 | | 02/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Leanne G. Caret | | Mgmt | For | For | For |
| | 2 | Elect Director Tamra A. Erwin | | Mgmt | For | For | For |
| | 3 | Elect Director Alan C. Heuberger | | Mgmt | For | For | For |
| | 4 | Elect Director Charles O. Holliday, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Director Michael O. Johanns | | Mgmt | For | For | For |
| | 6 | Elect Director Clayton M. Jones | | Mgmt | For | For | For |
| | 7 | Elect Director John C. May | | Mgmt | For | For | For |
| | 8 | Elect Director Gregory R. Page | | Mgmt | For | For | For |
| | 9 | Elect Director Sherry M. Smith | | Mgmt | For | For | For |
| | 10 | Elect Director Dmitri L. Stockton | | Mgmt | For | For | For |
| | 11 | Elect Director Sheila G. Talton | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | ShrHoldr | Against | Against | For |
|
|
|
| DexCom, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DXCM | CUSIP 252131107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Steven R. Altman | | Mgmt | For | For | For |
| | 2 | Elect Richard A. Collins | | Mgmt | For | For | For |
| | 3 | Elect Karen M. Dahut | | Mgmt | For | For | For |
| | 4 | Elect Mark G. Foletta | | Mgmt | For | For | For |
| | 5 | Elect Barbara E. Kahn | | Mgmt | For | For | For |
| | 6 | Elect Kyle Malady | | Mgmt | For | For | For |
| | 7 | Elect Eric Topol | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| Diamond Offshore Drilling, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DO | CUSIP 25271C201 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Patrice Douglas | | Mgmt | For | For | For |
| | 2 | Elect Neal P. Goldman | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Repeal of Classified Board | | Mgmt | For | For | For |
|
|
|
| DuPont de Nemours, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DD | CUSIP 26614N102 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Amy G. Brady | | Mgmt | For | For | For |
| | 2 | Elect Edward D. Breen | | Mgmt | For | For | For |
| | 3 | Elect Ruby R. Chandy | | Mgmt | For | For | For |
| | 4 | Elect Terrence R. Curtin | | Mgmt | For | For | For |
| | 5 | Elect Alexander M. Cutler | | Mgmt | For | For | For |
| | 6 | Elect Eleuthere I. du Pont | | Mgmt | For | For | For |
| | 7 | Elect Kristina M. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Luther C. Kissam IV | | Mgmt | For | For | For |
| | 9 | Elect Frederick M. Lowery | | Mgmt | For | For | For |
| | 10 | Elect Raymond J. Milchovich | | Mgmt | For | For | For |
| | 11 | Elect Deanna M. Mulligan | | Mgmt | For | For | For |
| | 12 | Elect Steven M. Sterin | | 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 Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Eastman Chemical Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EMN | CUSIP 277432100 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Humberto P. Alfonso | | Mgmt | For | For | For |
| | 2 | Elect Brett D. Begemann | | Mgmt | For | For | For |
| | 3 | Elect Eric L. Butler | | Mgmt | For | For | For |
| | 4 | Elect Mark J. Costa | | Mgmt | For | For | For |
| | 5 | Elect Edward L. Doheny II | | Mgmt | For | For | For |
| | 6 | Elect Linnie M. Haynesworth | | Mgmt | For | For | For |
| | 7 | Elect Julie Fasone Holder | | Mgmt | For | For | For |
| | 8 | Elect Renee J. Hornbaker | | Mgmt | For | For | For |
| | 9 | Elect Kim Ann Mink | | Mgmt | For | For | For |
| | 10 | Elect James J. O'Brien | | Mgmt | For | For | For |
| | 11 | Elect David W. Raisbeck | | Mgmt | For | For | For |
| | 12 | Elect Charles K. Stevens III | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Elevance Health, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ELV | CUSIP 036752103 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gail K. Boudreaux | | Mgmt | For | For | For |
| | 2 | Elect R. Kerry Clark | | Mgmt | For | For | For |
| | 3 | Elect Robert L. Dixon, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Deanna Strable-Soethout | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Eli Lilly and Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LLY | CUSIP 532457108 | | 05/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William G. Kaelin, Jr. | | Mgmt | For | For | For |
| | 2 | Elect David A. Ricks | | Mgmt | For | For | For |
| | 3 | Elect Marschall S. Runge | | Mgmt | For | For | For |
| | 4 | Elect Karen Walker | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 9 | Elimination of Supermajority Requirements | | Mgmt | For | For | For |
| | 10 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Emerson Electric Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EMR | CUSIP 291011104 | | 02/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Martin S. Craighead | | Mgmt | For | For | For |
| | 2 | Elect Director Gloria A. Flach | | Mgmt | For | For | For |
| | 3 | Elect Director Matthew S. Levatich | | Mgmt | For | For | For |
| | 4 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Exelon Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EXC | CUSIP 30161N101 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Anthony K. Anderson | | Mgmt | For | For | For |
| | 2 | Elect W. Paul Bowers | | Mgmt | For | For | For |
| | 3 | Elect Calvin G. Butler, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Marjorie Rodgers Cheshire | | Mgmt | For | For | For |
| | 5 | Elect Linda P. Jojo | | Mgmt | For | For | For |
| | 6 | Elect Charisse Lillie | | Mgmt | For | For | For |
| | 7 | Elect Matthew Rogers | | Mgmt | For | For | For |
| | 8 | Elect John F. Young | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Exxon Mobil Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | XOM | CUSIP 30231G102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael J. Angelakis | | Mgmt | For | For | For |
| | 2 | Elect Susan K. Avery | | Mgmt | For | For | For |
| | 3 | Elect Angela F. Braly | | Mgmt | For | For | For |
| | 4 | Elect Gregory J. Goff | | Mgmt | For | For | For |
| | 5 | Elect John D. Harris II | | Mgmt | For | For | For |
| | 6 | Elect Kaisa H. Hietala | | Mgmt | For | For | For |
| | 7 | Elect Joseph L. Hooley | | Mgmt | For | For | For |
| | 8 | Elect Steven A. Kandarian | | Mgmt | For | For | For |
| | 9 | Elect Alexander A. Karsner | | Mgmt | For | For | For |
| | 10 | Elect Lawrence W. Kellner | | Mgmt | For | For | For |
| | 11 | Elect Jeffrey W. Ubben | | Mgmt | For | For | For |
| | 12 | Elect Darren W. Woods | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Carbon Capture and Storage | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Methane Emission Disclosures | | ShrHoldr | Against | For | Against |
| | 20 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Guyanese Operations | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Recalculated Emissions Baseline | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Addressing Virgin Plastic Demand | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Environmental Litigation | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Report on Exploration and Production in the Arctic Refuge | | ShrHoldr | Against | Against | For |
|
|
|
| Gaming And Leisure Properties, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GLPI | CUSIP 36467J108 | | 06/15/2023 | | 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 JoAnne A. Epps | | Mgmt | For | For | For |
| | 3 | Elect Carol Lynton | | Mgmt | For | For | For |
| | 4 | Elect Joseph W. Marshall, III | | Mgmt | For | For | For |
| | 5 | Elect James B. Perry | | Mgmt | For | For | For |
| | 6 | Elect Barry F. Schwartz | | Mgmt | For | For | For |
| | 7 | Elect Earl C. Shanks | | Mgmt | For | For | For |
| | 8 | Elect E. Scott Urdang | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| GE HealthCare Technologies Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GEHC | CUSIP 36266G107 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter J. Arduini | | Mgmt | For | For | For |
| | 2 | Elect H. Lawrence Culp, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Rodney F. Hochman | | Mgmt | For | For | For |
| | 4 | Elect Lloyd W. Howell, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 6 | Elect Catherine Lesjak | | Mgmt | For | For | For |
| | 7 | Elect Anne T. Madden | | Mgmt | For | For | For |
| | 8 | Elect Tomislav Mihaljevic | | Mgmt | For | For | For |
| | 9 | Elect William J. Stromberg | | Mgmt | For | For | For |
| | 10 | Elect Phoebe L. Yang | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| General Electric Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GE | CUSIP 369604301 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Stephen F. Angel | | Mgmt | For | For | For |
| | 2 | Elect Sebastien Bazin | | Mgmt | For | For | For |
| | 3 | Elect H. Lawrence Culp, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Edward Garden | | Mgmt | For | For | For |
| | 5 | Elect Isabella D. Goren | | Mgmt | For | For | For |
| | 6 | Elect Thomas Horton | | Mgmt | For | For | For |
| | 7 | Elect Catherine Lesjak | | Mgmt | For | For | For |
| | 8 | Elect Darren W. McDew | | Mgmt | For | For | For |
| | 9 | Elect Paula Rosput Reynolds | | Mgmt | For | For | For |
| | 10 | Elect Jessica Uhl | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 15 | Shareholder Proposal Regarding Sale of Company | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Audited Report of Net Zero 2050 Goal | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Audited Report on Net Zero Emissions by 2050 Scenario Analysis | | ShrHoldr | Against | Against | For |
|
|
|
| General Motors Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GM | CUSIP 37045V100 | | 06/20/2023 | | 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 Aneel Bhusri | | Mgmt | For | For | For |
| | 3 | Elect Wesley G. Bush | | Mgmt | For | For | For |
| | 4 | Elect Joanne C. Crevoiserat | | Mgmt | For | For | For |
| | 5 | Elect Linda R. Gooden | | Mgmt | For | For | For |
| | 6 | Elect Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Jonathan McNeill | | Mgmt | For | For | For |
| | 8 | Elect Judith A. Miscik | | Mgmt | For | Against | Against |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Thomas M. Schoewe | | Mgmt | For | For | For |
| | 11 | Elect Mark A. Tatum | | Mgmt | For | For | For |
| | 12 | Elect Jan E. Tighe | | Mgmt | For | For | For |
| | 13 | Elect Devin N. Wenig | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Amendment to the 2020 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Procurement Targets for Sustainable Materials in Supply Chain | | ShrHoldr | Against | Against | For |
|
|
|
| Glencore plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GLEN | CINS G39420107 | | 05/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Jersey | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Cash Distribution (Reduction in Share Premium Account) | | Mgmt | For | For | For |
| | 4 | Elect Kalidas V. Madhavpeddi | | Mgmt | For | For | For |
| | 5 | Elect Gary Nagle | | Mgmt | For | For | For |
| | 6 | Elect Peter R. Coates | | Mgmt | For | For | For |
| | 7 | Elect Martin J. Gilbert | | Mgmt | For | For | For |
| | 8 | Elect Gill Marcus | | Mgmt | For | For | For |
| | 9 | Elect Cynthia B. Carroll | | Mgmt | For | For | For |
| | 10 | Elect David Wormsley | | Mgmt | For | For | For |
| | 11 | Elect Liz Hewitt | | Mgmt | For | For | For |
| | 12 | Appointment of Auditor | | Mgmt | For | For | For |
| | 13 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 14 | Opinion on the Companys Climate Report | | Mgmt | For | For | For |
| | 15 | Remuneration Report | | Mgmt | For | For | For |
| | 16 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 17 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 19 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 20 | Shareholder Proposal Regarding Climate Action Transition Plan at 2024 AGM | | ShrHoldr | Against | Against | For |
|
|
|
| Hertz Global Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HTZ | CUSIP 42806J700 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jennifer Feikin | | Mgmt | For | For | For |
| | 2 | Elect Mark Fields | | Mgmt | For | For | For |
| | 3 | Elect Evelina Vougessis Machas | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Hilton Worldwide Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HLT | CUSIP 43300A203 | | 05/18/2023 | | 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 Chris Carr | | Mgmt | For | For | For |
| | 5 | Elect Melanie L. Healey | | Mgmt | For | For | For |
| | 6 | Elect Raymond E. Mabus, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Judith A. McHale | | Mgmt | For | For | For |
| | 8 | Elect Elizabeth A. Smith | | Mgmt | For | For | For |
| | 9 | Elect Douglas M. Steenland | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Honeywell International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HON | CUSIP 438516106 | | 05/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 D. Scott Davis | | Mgmt | For | For | For |
| | 6 | Elect Deborah Flint | | Mgmt | For | For | For |
| | 7 | Elect Vimal Kapur | | Mgmt | For | For | For |
| | 8 | Elect Rose Lee | | Mgmt | For | For | For |
| | 9 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 10 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 11 | Elect Robin Watson | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Environmental and Health Impact Report | | ShrHoldr | Against | Against | For |
|
|
|
| Humana Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HUM | ISIN US4448591028 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Raquel C. Bono | | Mgmt | For | For | For |
| | 2 | Elect Bruce Broussard | | Mgmt | For | For | For |
| | 3 | Elect Frank A. D'Amelio | | Mgmt | For | For | For |
| | 4 | Elect David T. Feinberg | | Mgmt | For | For | For |
| | 5 | Elect Wayne A.I. Frederick | | Mgmt | For | For | For |
| | 6 | Elect John W. Garratt | | Mgmt | For | For | For |
| | 7 | Elect Kurt J. Hilzinger | | Mgmt | For | For | For |
| | 8 | Elect Karen W. Katz | | Mgmt | For | For | For |
| | 9 | Elect Marcy S. Klevorn | | Mgmt | For | For | For |
| | 10 | Elect William J. McDonald | | Mgmt | For | For | For |
| | 11 | Elect Jorge S. Mesquita | | Mgmt | For | For | For |
| | 12 | Elect Brad D. Smith | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Idexx Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IDXX | CUSIP 45168D104 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Daniel M. Junius | | Mgmt | For | For | For |
| | 2 | Elect Lawrence D. Kingsley | | Mgmt | For | For | For |
| | 3 | Elect Sophie V. Vandebroek | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Illumina, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ILMN | CUSIP 452327109 | | 05/25/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Management Nominee Frances Arnold | | Mgmt | For | TNA | N/A |
| | 2 | Elect Management Nominee Francis A. deSouza | | Mgmt | For | TNA | N/A |
| | 3 | Elect Management Nominee Caroline D. Dorsa | | Mgmt | For | TNA | N/A |
| | 4 | Elect Management Nominee Robert S. Epstein | | Mgmt | For | TNA | N/A |
| | 5 | Elect Management Nominee Scott Gottlieb | | Mgmt | For | TNA | N/A |
| | 6 | Elect Management Nominee Gary S. Guthart | | Mgmt | For | TNA | N/A |
| | 7 | Elect Management Nominee Philip W. Schiller | | Mgmt | For | TNA | N/A |
| | 8 | Elect Management Nominee Susan E. Siegel | | Mgmt | For | TNA | N/A |
| | 9 | Elect Management Nominee John W. Thompson | | Mgmt | For | TNA | N/A |
| | 10 | Elect Icahn Nominee Vincent J. Intrieri | | ShrHoldr | Withhold | TNA | N/A |
| | 11 | Elect Icahn Nominee Jesse A. Lynn | | ShrHoldr | Withhold | TNA | N/A |
| | 12 | Elect Icahn Nominee Andrew J. Teno | | ShrHoldr | Withhold | TNA | N/A |
| | 13 | Ratification of Auditor | | Mgmt | For | TNA | N/A |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | TNA | N/A |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | TNA | Against |
| | 16 | Amendment to the 2015 Stock and Incentive Plan | | Mgmt | For | TNA | N/A |
|
|
|
| Illumina, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ILMN | CUSIP 452327109 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Icahn Nominee Vincent J. Intrieri | | ShrHoldr | N/A | For | N/A |
| | 2 | Elect Icahn Nominee Jesse A. Lynn | | ShrHoldr | N/A | For | N/A |
| | 3 | Elect Icahn Nominee Andrew J. Teno | | ShrHoldr | N/A | For | N/A |
| | 4 | Elect Management Nominee Frances Arnold | | Mgmt | N/A | Withhold | N/A |
| | 5 | Elect Management Nominee Caroline D. Dorsa | | Mgmt | N/A | Withhold | N/A |
| | 6 | Elect Management Nominee Scott Gottlieb | | Mgmt | N/A | Withhold | N/A |
| | 7 | Elect Management Nominee Gary S. Guthart | | Mgmt | N/A | Withhold | N/A |
| | 8 | Elect Management Nominee Philip W. Schiller | | Mgmt | N/A | Withhold | N/A |
| | 9 | Elect Management Nominee Susan E. Siegel | | Mgmt | N/A | Withhold | N/A |
| | 10 | Elect Management Nominee Francis A. deSouza | | Mgmt | N/A | Withhold | N/A |
| | 11 | Elect Management Nominee Robert S. Epstein | | Mgmt | N/A | Withhold | N/A |
| | 12 | Elect Management Nominee John W. Thompson | | Mgmt | N/A | Withhold | N/A |
| | 13 | Ratification of Auditor | | Mgmt | N/A | For | N/A |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | N/A | Against | N/A |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 16 | Amendment to the 2015 Stock and Incentive Plan | | Mgmt | N/A | For | N/A |
|
|
|
| Ingersoll Rand Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IR | CUSIP 45687V106 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Vicente Reynal | | Mgmt | For | For | For |
| | 2 | Elect William P. Donnelly | | Mgmt | For | For | For |
| | 3 | Elect Kirk E. Arnold | | Mgmt | For | For | For |
| | 4 | Elect Gary D. Forsee | | Mgmt | For | For | For |
| | 5 | Elect Jennifer Hartsock | | Mgmt | For | For | For |
| | 6 | Elect John Humphrey | | Mgmt | For | For | For |
| | 7 | Elect Marc E. Jones | | Mgmt | For | For | For |
| | 8 | Elect Mark Stevenson | | Mgmt | For | For | For |
| | 9 | Elect Michael Stubblefield | | Mgmt | For | For | For |
| | 10 | Elect Tony L. White | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Innoviva, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INVA | CUSIP 45781M101 | | 05/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Deborah L. Birx | | Mgmt | For | For | For |
| | 2 | Elect Mark A. DiPaolo | | Mgmt | For | For | For |
| | 3 | Elect Jules A. Haimovitz | | Mgmt | For | For | For |
| | 4 | Elect Odysseas D. Kostas | | Mgmt | For | For | For |
| | 5 | Elect Sarah J. Schlesinger | | Mgmt | For | For | For |
| | 6 | Elect Sapna Srivastava | | Mgmt | For | Against | Against |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Intuit Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INTU | CUSIP 461202103 | | 01/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Eve Burton | | Mgmt | For | For | For |
| | 2 | Elect Director Scott D. Cook | | Mgmt | For | For | For |
| | 3 | Elect Director Richard L. Dalzell | | Mgmt | For | For | For |
| | 4 | Elect Director Sasan K. Goodarzi | | Mgmt | For | For | For |
| | 5 | Elect Director Deborah Liu | | Mgmt | For | For | For |
| | 6 | Elect Director Tekedra Mawakana | | Mgmt | For | For | For |
| | 7 | Elect Director Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 8 | Elect Director Thomas Szkutak | | Mgmt | For | For | For |
| | 9 | Elect Director Raul Vazquez | | Mgmt | For | For | For |
| | 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 11 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Intuitive Surgical, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ISRG | CUSIP 46120E602 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Craig H. Barratt | | Mgmt | For | For | For |
| | 2 | Elect Joseph C. Beery | | Mgmt | For | For | For |
| | 3 | Elect Gary S. Guthart | | Mgmt | For | For | For |
| | 4 | Elect Amal M. Johnson | | Mgmt | For | For | For |
| | 5 | Elect Don R. Kania | | Mgmt | For | For | For |
| | 6 | Elect Amy L. Ladd | | Mgmt | For | For | For |
| | 7 | Elect Keith R. Leonard, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Alan J. Levy | | Mgmt | For | For | For |
| | 9 | Elect Jami Dover Nachtsheim | | Mgmt | For | For | For |
| | 10 | Elect Monica P. Reed | | Mgmt | For | For | For |
| | 11 | Elect Mark J. Rubash | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| Johnson & Johnson | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JNJ | CUSIP 478160104 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Darius Adamczyk | | Mgmt | For | For | For |
| | 2 | Elect Mary C. Beckerle | | Mgmt | For | For | For |
| | 3 | Elect D. Scott Davis | | Mgmt | For | For | For |
| | 4 | Elect Jennifer A. Doudna | | Mgmt | For | For | For |
| | 5 | Elect Joaquin Duato | | Mgmt | For | For | For |
| | 6 | Elect Marillyn A. Hewson | | Mgmt | For | For | For |
| | 7 | Elect Paula A. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Hubert Joly | | Mgmt | For | For | For |
| | 9 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 10 | Elect Anne Mulcahy | | Mgmt | For | For | For |
| | 11 | Elect Mark A. Weinberger | | Mgmt | For | For | For |
| | 12 | Elect Nadja Y. West | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Adoption of Mandatory Arbitration Bylaw | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| Johnson Controls International Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JCI | CINS G51502105 | | 03/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jean Blackwell | | Mgmt | For | For | For |
| | 2 | Elect Director Pierre Cohade | | Mgmt | For | For | For |
| | 3 | Elect Director Michael E. Daniels | | Mgmt | For | For | For |
| | 4 | Elect Director W. Roy Dunbar | | Mgmt | For | For | For |
| | 5 | Elect Director Gretchen R. Haggerty | | Mgmt | For | For | For |
| | 6 | Elect Director Ayesha Khanna | | Mgmt | For | For | For |
| | 7 | Elect Director Simone Menne | | Mgmt | For | For | For |
| | 8 | Elect Director George R. Oliver | | Mgmt | For | For | For |
| | 9 | Elect Director Jurgen Tinggren | | Mgmt | For | For | For |
| | 10 | Elect Director Mark Vergnano | | Mgmt | For | For | For |
| | 11 | Elect Director John D. Young | | Mgmt | For | For | For |
| | 12 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Authorize Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 14 | Authorize Market Purchases of Company Shares | | Mgmt | For | For | For |
| | 15 | Determine Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 16 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Approve the Directors' Authority to Allot Shares | | Mgmt | For | For | For |
| | 19 | Approve the Disapplication of Statutory Pre-Emption Rights | | Mgmt | For | For | For |
|
|
|
| Levi Strauss & Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LEVI | ISIN US52736R1023 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jill Beraud | | Mgmt | For | For | For |
| | 2 | Elect Spencer C. Fleischer | | Mgmt | For | For | For |
| | 3 | Elect Christopher J. McCormick | | Mgmt | For | For | For |
| | 4 | Elect Elliott Rodgers | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Linde Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LIN | CINS G5494J103 | | 01/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Court | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
|
|
|
| Linde Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LIN | CINS G5494J103 | | 01/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
| | 2 | Amend Articles of Association | | Mgmt | For | For | For |
| | 3 | Approve Common Draft Terms of Merger | | Mgmt | For | For | For |
|
|
|
| Linde Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LIN | CINS G5494J103 | | 07/25/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 3 | Determine Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 4 | Adopt Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 5 | Elect Director Stephen F. Angel | | Mgmt | For | For | For |
| | 6 | Elect Director Sanjiv Lamba | | Mgmt | For | For | For |
| | 7 | Elect Director Ann-Kristin Achleitner | | Mgmt | For | For | For |
| | 8 | Elect Director Thomas Enders | | Mgmt | For | For | For |
| | 9 | Elect Director Edward G. Galante | | Mgmt | For | For | For |
| | 10 | Elect Director Joe Kaeser | | Mgmt | For | For | For |
| | 11 | Elect Director Victoria E. Ossadnik | | Mgmt | For | For | For |
| | 12 | Elect Director Martin H. Richenhagen | | Mgmt | For | For | For |
| | 13 | Elect Director Alberto Weisser | | Mgmt | For | For | For |
| | 14 | Elect Director Robert L. Wood | | Mgmt | For | For | For |
| | 15 | Ratify PricewaterhouseCoopers as Auditors | | Mgmt | For | For | For |
| | 16 | Authorise Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
|
|
|
| Lululemon Athletica inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LULU | CUSIP 550021109 | | 06/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael Casey | | Mgmt | For | For | For |
| | 2 | Elect Glenn Murphy | | Mgmt | For | For | For |
| | 3 | Elect David M. Mussafer | | Mgmt | For | For | For |
| | 4 | Elect Isabel Ge Mahe | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 8 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
|
|
|
| Mastercard Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MA | CUSIP 57636Q104 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Merit E. Janow | | Mgmt | For | For | For |
| | 2 | Elect Candido Botelho Bracher | | Mgmt | For | For | For |
| | 3 | Elect Richard K. Davis | | Mgmt | For | For | For |
| | 4 | Elect Julius Genachowski | | Mgmt | For | For | For |
| | 5 | Elect Choon Phong Goh | | Mgmt | For | For | For |
| | 6 | Elect Oki Matsumoto | | Mgmt | For | For | For |
| | 7 | Elect Michael Miebach | | Mgmt | For | For | For |
| | 8 | Elect Youngme E. Moon | | Mgmt | For | For | For |
| | 9 | Elect Rima Qureshi | | Mgmt | For | For | For |
| | 10 | Elect Gabrielle Sulzberger | | Mgmt | For | For | For |
| | 11 | Elect Harit Talwar | | Mgmt | For | For | For |
| | 12 | Elect Lance Uggla | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Approval of the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | | ShrHoldr | Against | Against | For |
|
|
|
| McKesson Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MCK | CINS 58155Q103 | | 07/22/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
| | 4 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 6 | Adopt Policy on 10b5-1 Plans | | ShrHoldr | Against | Against | For |
| | 7 | Elect Director Richard H. Carmona | | Mgmt | For | For | For |
| | 8 | Elect Director Dominic J. Caruso | | Mgmt | For | For | For |
| | 9 | Elect Director W. Roy Dunbar | | Mgmt | For | For | For |
| | 10 | Elect Director James H. Hinton | | Mgmt | For | For | For |
| | 11 | Elect Director Donald R. Knauss | | Mgmt | For | For | For |
| | 12 | Elect Director Bradley E. Lerman | | Mgmt | For | For | For |
| | 13 | Elect Director Linda P. Mantia | | Mgmt | For | For | For |
| | 14 | Elect Director Maria Martinez | | Mgmt | For | For | For |
| | 15 | Elect Director Susan R. Salka | | Mgmt | For | For | For |
| | 16 | Elect Director Brian S. Tyler | | Mgmt | For | For | For |
| | 17 | Elect Director Kathleen Wilson-Thompson | | Mgmt | For | For | For |
|
|
|
| Medtronic Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MDT | CINS G5960L103 | | 12/08/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Renew the Board's Authority to Issue Shares Under Irish Law | | Mgmt | For | For | For |
| | 4 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | | Mgmt | For | For | For |
| | 5 | Authorize Overseas Market Purchases of Ordinary Shares | | Mgmt | For | For | For |
| | 6 | Elect Director Richard H. Anderson | | Mgmt | For | For | For |
| | 7 | Elect Director Craig Arnold | | Mgmt | For | For | For |
| | 8 | Elect Director Scott C. Donnelly | | Mgmt | For | For | For |
| | 9 | Elect Director Lidia L. Fonseca | | Mgmt | For | For | For |
| | 10 | Elect Director Andrea J. Goldsmith | | Mgmt | For | For | For |
| | 11 | Elect Director Randall J. Hogan, III | | Mgmt | For | For | For |
| | 12 | Elect Director Kevin E. Lofton | | Mgmt | For | For | For |
| | 13 | Elect Director Geoffrey S. Martha | | Mgmt | For | For | For |
| | 14 | Elect Director Elizabeth G. Nabel | | Mgmt | For | Against | Against |
| | 15 | Elect Director Denise M. O'Leary | | Mgmt | For | For | For |
| | 16 | Elect Director Kendall J. Powell | | Mgmt | For | For | For |
|
|
|
| Merck & Co., Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MRK | CUSIP 58933Y105 | | 05/23/2023 | | 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 Mary Ellen Coe | | Mgmt | For | For | For |
| | 3 | Elect Pamela J. Craig | | Mgmt | For | For | For |
| | 4 | Elect Robert M. Davis | | Mgmt | For | For | For |
| | 5 | Elect Thomas H. Glocer | | Mgmt | For | For | For |
| | 6 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 7 | Elect Stephen L. Mayo | | Mgmt | For | For | For |
| | 8 | Elect Paul B. Rothman | | Mgmt | For | For | For |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Christine E. Seidman | | Mgmt | For | For | For |
| | 11 | Elect Inge G. Thulin | | Mgmt | For | For | For |
| | 12 | Elect Kathy J. Warden | | Mgmt | For | For | For |
| | 13 | Elect Peter C. Wendell | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Meta Platforms, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | META | CUSIP 30303M102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Peggy Alford | | Mgmt | For | For | For |
| | 1.2 | Elect Marc L. Andreessen | | Mgmt | For | For | For |
| | 1.3 | Elect Andrew W. Houston | | Mgmt | For | For | For |
| | 1.4 | Elect Nancy Killefer | | Mgmt | For | For | For |
| | 1.5 | Elect Robert M. Kimmitt | | Mgmt | For | For | For |
| | 1.6 | Elect Sheryl K. Sandberg | | Mgmt | For | For | For |
| | 1.7 | Elect Tracey T. Travis | | Mgmt | For | For | For |
| | 1.8 | Elect Tony Xu | | Mgmt | For | For | For |
| | 1.9 | Elect Mark Zuckerberg | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 4 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Human Rights Impact Assessment | | ShrHoldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Report on Content Management in India | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | | ShrHoldr | Against | For | Against |
| | 11 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | | ShrHoldr | Against | Against | For |
| | 12 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | | ShrHoldr | Against | Against | For |
|
|
|
| Microsoft Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MSFT | CINS 594918104 | | 12/13/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director John W. Thompson | | Mgmt | For | For | For |
| | 2 | Elect Director Reid G. Hoffman | | Mgmt | For | For | For |
| | 3 | Elect Director Emma N. Walmsley | | Mgmt | For | For | For |
| | 4 | Elect Director Padmasree Warrior | | Mgmt | For | For | For |
| | 5 | Elect Director Hugh F. Johnston | | Mgmt | For | For | For |
| | 6 | Elect Director Teri L. List | | Mgmt | For | For | For |
| | 7 | Elect Director Satya Nadella | | Mgmt | For | For | For |
| | 8 | Elect Director Sandra E. Peterson | | Mgmt | For | For | For |
| | 9 | Elect Director Penny S. Pritzker | | Mgmt | For | For | For |
| | 10 | Elect Director Carlos A. Rodriguez | | Mgmt | For | For | For |
| | 11 | Elect Director Charles W. Scharf | | Mgmt | For | For | For |
| | 12 | Elect Director John W. Stanton | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Report on Cost/Benefit Analysis of Diversity and Inclusion | | ShrHoldr | Against | Against | For |
| | 16 | Report on Hiring of Persons with Arrest or Incarceration Records | | ShrHoldr | Against | Against | For |
| | 17 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | | ShrHoldr | Against | Against | For |
| | 18 | Report on Government Use of Microsoft Technology | | ShrHoldr | Against | Against | For |
| | 19 | Report on Development of Products for Military | | ShrHoldr | Against | Against | For |
| | 20 | Report on Tax Transparency | | ShrHoldr | Against | Against | For |
|
|
|
| Netflix, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NFLX | CUSIP 64110L106 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mathias Dopfner | | Mgmt | For | For | For |
| | 2 | Elect Reed Hastings | | Mgmt | For | For | For |
| | 3 | Elect Jay Hoag | | Mgmt | For | Against | Against |
| | 4 | Elect Ted Sarandos | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | For | Against |
| | 9 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Climate Risk in Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | For | Against |
|
|
|
| NextEra Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NEE | CUSIP 65339F101 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nicole S. Arnaboldi | | Mgmt | For | For | For |
| | 2 | Elect Sherry S. Barrat | | Mgmt | For | For | For |
| | 3 | Elect James L. Camaren | | Mgmt | For | For | For |
| | 4 | Elect Kenneth B. Dunn | | Mgmt | For | For | For |
| | 5 | Elect Naren K. Gursahaney | | Mgmt | For | For | For |
| | 6 | Elect Kirk S. Hachigian | | Mgmt | For | For | For |
| | 7 | Elect John W. Ketchum | | Mgmt | For | For | For |
| | 8 | Elect Amy B. Lane | | Mgmt | For | For | For |
| | 9 | Elect David L. Porges | | Mgmt | For | For | For |
| | 10 | Elect Dev Stahlkopf | | Mgmt | For | For | For |
| | 11 | Elect John Arthur Stall | | Mgmt | For | For | For |
| | 12 | Elect Darryl L. Wilson | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | 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 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | | ShrHoldr | Against | Against | For |
|
|
|
| NIKE, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NKE | CINS 654106103 | | 09/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 4 | Adopt a Policy on China Sourcing | | ShrHoldr | Against | Against | For |
| | 5 | Elect Director Alan B. Graf, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Director Peter B. Henry | | Mgmt | For | For | For |
| | 7 | Elect Director Michelle A. Peluso | | Mgmt | For | For | For |
|
|
|
| Northrop Grumman Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NOC | CUSIP 666807102 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kathy J. Warden | | Mgmt | For | For | For |
| | 2 | Elect David P. Abney | | Mgmt | For | For | For |
| | 3 | Elect Marianne C. Brown | | Mgmt | For | For | For |
| | 4 | Elect Ann M. Fudge | | Mgmt | For | For | For |
| | 5 | Elect Madeleine A. Kleiner | | Mgmt | For | For | For |
| | 6 | Elect Arvind Krishna | | Mgmt | For | For | For |
| | 7 | Elect Graham N. Robinson | | Mgmt | For | For | For |
| | 8 | Elect Kimberly A. Ross | | Mgmt | For | For | For |
| | 9 | Elect Gary Roughead | | Mgmt | For | For | For |
| | 10 | Elect Thomas M. Schoewe | | Mgmt | For | For | For |
| | 11 | Elect James S. Turley | | Mgmt | For | For | For |
| | 12 | Elect Mark A. Welsh III | | Mgmt | For | For | For |
| | 13 | Elect Mary A. Winston | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Reduction of the Ownership Threshold Required to Call a Special Meeting of Shareholders | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Alignment of Political Activities with Human Rights Policy | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| NRG Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NRG | CUSIP 629377508 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect E. Spencer Abraham | | Mgmt | For | For | For |
| | 2 | Elect Antonio Carrillo | | Mgmt | For | For | For |
| | 3 | Elect Matthew Carter, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Lawrence S. Coben | | Mgmt | For | For | For |
| | 5 | Elect Heather Cox | | Mgmt | For | For | For |
| | 6 | Elect Elisabeth B. Donohue | | Mgmt | For | For | For |
| | 7 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 8 | Elect Paul W. Hobby | | Mgmt | For | For | For |
| | 9 | Elect Alexandra Pruner | | Mgmt | For | For | For |
| | 10 | Elect Anne C. Schaumburg | | Mgmt | For | For | For |
| | 11 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| NVIDIA Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NVDA | CUSIP 67066G104 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert K. Burgess | | Mgmt | For | For | For |
| | 2 | Elect Tench Coxe | | Mgmt | For | For | For |
| | 3 | Elect John O. Dabiri | | Mgmt | For | For | For |
| | 4 | Elect Persis S. Drell | | Mgmt | For | For | For |
| | 5 | Elect Jen-Hsun Huang | | Mgmt | For | For | For |
| | 6 | Elect Dawn Hudson | | Mgmt | For | For | For |
| | 7 | Elect Harvey C. Jones | | Mgmt | For | For | For |
| | 8 | Elect Michael G. McCaffery | | Mgmt | For | For | For |
| | 9 | Elect Stephen C. Neal | | Mgmt | For | For | For |
| | 10 | Elect Mark L. Perry | | Mgmt | For | For | For |
| | 11 | Elect A. Brooke Seawell | | Mgmt | For | For | For |
| | 12 | Elect Aarti Shah | | Mgmt | For | For | For |
| | 13 | Elect Mark A. Stevens | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Oracle Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORCL | CINS 68389X105 | | 11/16/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Awo Ablo | | Mgmt | For | For | For |
| | 2 | Elect Director Renee J. James | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director Charles W. Moorman | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Leon E. Panetta | | Mgmt | For | Withhold | Against |
| | 5 | Elect Director William G. Parrett | | Mgmt | For | Withhold | Against |
| | 6 | Elect Director Naomi O. Seligman | | Mgmt | For | Withhold | Against |
| | 7 | Elect Director Vishal Sikka | | Mgmt | For | Withhold | Against |
| | 8 | Elect Director Jeffrey S. Berg | | Mgmt | For | Withhold | Against |
| | 9 | Elect Director Michael J. Boskin | | Mgmt | For | Withhold | Against |
| | 10 | Elect Director Safra A. Catz | | Mgmt | For | Withhold | Against |
| | 11 | Elect Director Bruce R. Chizen | | Mgmt | For | Withhold | Against |
| | 12 | Elect Director George H. Conrades | | Mgmt | For | Withhold | Against |
| | 13 | Elect Director Lawrence J. Ellison | | Mgmt | For | Withhold | Against |
| | 14 | Elect Director Rona A. Fairhead | | Mgmt | For | Withhold | Against |
| | 15 | Elect Director Jeffrey O. Henley | | Mgmt | For | Withhold | Against |
| | 16 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 17 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| O'Reilly Automotive, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORLY | CUSIP 67103H107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David E. O'Reilly | | Mgmt | For | For | For |
| | 2 | Elect Larry P. O'Reilly | | Mgmt | For | For | For |
| | 3 | Elect Greg Henslee | | Mgmt | For | For | For |
| | 4 | Elect Jay D. Burchfield | | Mgmt | For | For | For |
| | 5 | Elect Thomas T. Hendrickson | | Mgmt | For | For | For |
| | 6 | Elect John R. Murphy | | Mgmt | For | For | For |
| | 7 | Elect Dana M. Perlman | | Mgmt | For | For | For |
| | 8 | Elect Maria A. Sastre | | Mgmt | For | For | For |
| | 9 | Elect Andrea M. Weiss | | Mgmt | For | For | For |
| | 10 | Elect Fred Whitfield | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Otis Worldwide Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OTIS | CUSIP 68902V107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey H. Black | | Mgmt | For | For | For |
| | 2 | Elect Nelda J. Connors | | Mgmt | For | For | For |
| | 3 | Elect Kathy Hopinkah Hannan | | Mgmt | For | For | For |
| | 4 | Elect Shailesh G. Jejurikar | | Mgmt | For | For | For |
| | 5 | Elect Christopher J. Kearney | | Mgmt | For | For | For |
| | 6 | Elect Judith F. Marks | | Mgmt | For | For | For |
| | 7 | Elect Harold W. McGraw III | | Mgmt | For | For | For |
| | 8 | Elect Margaret M.V. Preston | | Mgmt | For | For | For |
| | 9 | Elect Shelley Stewart, Jr. | | Mgmt | For | For | For |
| | 10 | Elect John H. Walker | | 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 Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| PENN Entertainment, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PENN | CUSIP 707569109 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Vilma Black-Gupta | | Mgmt | For | For | For |
| | 1.2 | Elect Marla Kaplowitz | | Mgmt | For | For | For |
| | 1.3 | Elect Jane Scaccetti | | Mgmt | For | For | For |
| | 1.4 | Elect Jay A. Snowden | | 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 |
| | 5 | Amendment to the 2022 Long-Term Incentive Plan | | Mgmt | For | For | For |
|
|
|
| PepsiCo, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PEP | CUSIP 713448108 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Segun Agbaje | | Mgmt | For | For | For |
| | 2 | Elect Jennifer Bailey | | Mgmt | For | For | For |
| | 3 | Elect Cesar Conde | | Mgmt | For | For | For |
| | 4 | Elect Ian M. Cook | | Mgmt | For | For | For |
| | 5 | Elect Edith W. Cooper | | Mgmt | For | For | For |
| | 6 | Elect Susan M. Diamond | | Mgmt | For | For | For |
| | 7 | Elect Dina Dublon | | Mgmt | For | For | For |
| | 8 | Elect Michelle D. Gass | | Mgmt | For | For | For |
| | 9 | Elect Ramon L. Laguarta | | Mgmt | For | For | For |
| | 10 | Elect Dave Lewis | | Mgmt | For | For | For |
| | 11 | Elect David C. Page | | Mgmt | For | For | For |
| | 12 | Elect Robert C. Pohlad | | Mgmt | For | For | For |
| | 13 | Elect Daniel L. Vasella | | Mgmt | For | For | For |
| | 14 | Elect Darren Walker | | Mgmt | For | For | For |
| | 15 | Elect Alberto Weisser | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 18 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 20 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Congruency Report on Net-Zero Emissions Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Pfizer Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PFE | CUSIP 717081103 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ronald E. Blaylock | | Mgmt | For | For | For |
| | 2 | Elect Albert Bourla | | Mgmt | For | For | For |
| | 3 | Elect Susan Desmond-Hellmann | | Mgmt | For | For | For |
| | 4 | Elect Joseph J. Echevarria | | Mgmt | For | For | For |
| | 5 | Elect Scott Gottlieb | | Mgmt | For | For | For |
| | 6 | Elect Helen H. Hobbs | | Mgmt | For | For | For |
| | 7 | Elect Susan Hockfield | | Mgmt | For | For | For |
| | 8 | Elect Dan R. Littman | | Mgmt | For | For | For |
| | 9 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 10 | Elect Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 11 | Elect James Quincey | | Mgmt | For | For | For |
| | 12 | Elect James C. Smith | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Intellectual Property | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| PG&E Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PCG | CUSIP 69331C108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cheryl F. Campbell | | Mgmt | For | For | For |
| | 2 | Elect Kerry W. Cooper | | Mgmt | For | For | For |
| | 3 | Elect Arno L. Harris | | Mgmt | For | For | For |
| | 4 | Elect Carlos M. Hernandez | | Mgmt | For | For | For |
| | 5 | Elect Michael R. Niggli | | Mgmt | For | For | For |
| | 6 | Elect Benjamin F. Wilson | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| PPG Industries, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PPG | ISIN US6935061076 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Stephen F. Angel | | Mgmt | For | For | For |
| | 2 | Elect Hugh Grant | | Mgmt | For | For | For |
| | 3 | Elect Melanie L. Healey | | Mgmt | For | For | For |
| | 4 | Elect Timothy Knavish | | Mgmt | For | For | For |
| | 5 | Elect Guillermo Novo | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Prudential plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PRU | CINS G72899100 | | 05/25/2023 | | 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 | | Mgmt | For | For | For |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Elect Arijit Basu | | Mgmt | For | For | For |
| | 5 | Elect Claudia Sussmuth Dyckerhoff | | Mgmt | For | For | For |
| | 6 | Elect Anil Wadhwani | | Mgmt | For | For | For |
| | 7 | Elect Shriti Vadera | | Mgmt | For | For | For |
| | 8 | Elect Jeremy Anderson | | Mgmt | For | For | For |
| | 9 | Elect CHUA Sock Koong | | Mgmt | For | For | For |
| | 10 | Elect David Law | | Mgmt | For | For | For |
| | 11 | Elect Ming Lu | | Mgmt | For | For | For |
| | 12 | Elect George D. Sartorel | | Mgmt | For | For | For |
| | 13 | Elect Jeanette Wong | | Mgmt | For | For | For |
| | 14 | Elect Yok Tak Amy Yip | | 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 | Sharesave Plan | | Mgmt | For | For | For |
| | 19 | Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 20 | International Savings-Related Share Option Scheme for Non-Employees | | Mgmt | For | For | For |
| | 21 | Service Provider Sublimit (ISSOSNE) | | Mgmt | For | For | For |
| | 22 | Agency Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 23 | Service Provider Sublimit (Agency LTIP) | | Mgmt | For | For | For |
| | 24 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 25 | Authority to Issue Repurchased Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 26 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 27 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 28 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 29 | Adoption of New Articles | | Mgmt | For | For | For |
| | 30 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| PulteGroup, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PHM | CUSIP 745867101 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Brian P. Anderson | | Mgmt | For | For | For |
| | 2 | Elect Bryce Blair | | Mgmt | For | For | For |
| | 3 | Elect Thomas J. Folliard | | Mgmt | For | For | For |
| | 4 | Elect Cheryl W. Grise | | Mgmt | For | For | For |
| | 5 | Elect Andre J. Hawaux | | Mgmt | For | For | For |
| | 6 | Elect J. Phillip Holloman | | Mgmt | For | For | For |
| | 7 | Elect Ryan R. Marshall | | Mgmt | For | For | For |
| | 8 | Elect John R. Peshkin | | Mgmt | For | For | For |
| | 9 | Elect Scott F. Powers | | Mgmt | For | For | For |
| | 10 | Elect Lila Snyder | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| QUALCOMM Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QCOM | CUSIP 747525103 | | 03/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Sylvia Acevedo | | Mgmt | For | For | For |
| | 2 | Elect Director Cristiano R. Amon | | Mgmt | For | For | For |
| | 3 | Elect Director Mark Fields | | Mgmt | For | For | For |
| | 4 | Elect Director Jeffrey W. Henderson | | Mgmt | For | For | For |
| | 5 | Elect Director Gregory N. Johnson | | Mgmt | For | For | For |
| | 6 | Elect Director Ann M. Livermore | | Mgmt | For | For | For |
| | 7 | Elect Director Mark D. McLaughlin | | Mgmt | For | For | For |
| | 8 | Elect Director Jamie S. Miller | | Mgmt | For | For | For |
| | 9 | Elect Director Irene B. Rosenfeld | | Mgmt | For | For | For |
| | 10 | Elect Director Kornelis (Neil) Smit | | Mgmt | For | For | For |
| | 11 | Elect Director Jean-Pascal Tricoire | | Mgmt | For | For | For |
| | 12 | Elect Director Anthony J. Vinciquerra | | Mgmt | For | For | For |
| | 13 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
| | 15 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| Quilter Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QLT | CINS G3651J115 | | 05/18/2023 | | 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 | | Mgmt | For | For | For |
| | 3 | Final Dividend | | Mgmt | For | For | For |
| | 4 | Elect Neeta Atkar | | Mgmt | For | For | For |
| | 5 | Elect Tim Breedon | | Mgmt | For | For | For |
| | 6 | Elect Tazim Essani | | Mgmt | For | For | For |
| | 7 | Elect Moira A. Kilcoyne | | Mgmt | For | For | For |
| | 8 | Elect Steve Levin | | Mgmt | For | For | For |
| | 9 | Elect Ruth Markland | | Mgmt | For | For | For |
| | 10 | Elect Paul Matthews | | Mgmt | For | For | For |
| | 11 | Elect George M. Reid | | Mgmt | For | For | For |
| | 12 | Elect Christopher Samuel | | Mgmt | For | For | For |
| | 13 | Elect Mark O. Satchel | | Mgmt | For | For | For |
| | 14 | Appointment of Auditor | | Mgmt | For | For | For |
| | 15 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 16 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 17 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 18 | Authority to Repurchase Shares Off-Market | | Mgmt | For | For | For |
| | 19 | Adoption of New Article (Odd-lot Offer) | | Mgmt | For | For | For |
| | 20 | Approval of Odd-lot Offer | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares (Odd-lot Offer) | | Mgmt | For | For | For |
|
|
|
| Raytheon Technologies Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RTX | CUSIP 75513E101 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Tracy A. Atkinson | | Mgmt | For | For | For |
| | 2 | Elect Leanne G. Caret | | Mgmt | For | For | For |
| | 3 | Elect Bernard A. Harris, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Gregory J. Hayes | | Mgmt | For | For | For |
| | 5 | Elect George R. Oliver | | Mgmt | For | For | For |
| | 6 | Elect Robert K. Ortberg | | Mgmt | For | For | For |
| | 7 | Elect Dinesh C. Paliwal | | Mgmt | For | For | For |
| | 8 | Elect Ellen M. Pawlikowski | | Mgmt | For | For | For |
| | 9 | Elect Denise L. Ramos | | Mgmt | For | For | For |
| | 10 | Elect Fredric G. Reynolds | | Mgmt | For | For | For |
| | 11 | Elect Brian C. Rogers | | Mgmt | For | For | For |
| | 12 | Elect James A. Winnefeld, Jr. | | Mgmt | For | For | For |
| | 13 | Elect Robert O. Work | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 18 | Amendment to Articles to Limit Liability of Certain Officers | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | | ShrHoldr | Against | Against | For |
|
|
|
| Regeneron Pharmaceuticals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | REGN | CUSIP 75886F107 | | 06/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Joseph L. Goldstein | | Mgmt | For | For | For |
| | 2 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 3 | Elect Craig B. Thompson | | Mgmt | For | For | For |
| | 4 | Elect Huda Y. Zoghbi | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| S&P Global Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SPGI | CUSIP 78409V104 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marco Alvera | | Mgmt | For | For | For |
| | 2 | Elect Jacques Esculier | | Mgmt | For | For | For |
| | 3 | Elect Gay Huey Evans | | Mgmt | For | For | For |
| | 4 | Elect William D. Green | | Mgmt | For | For | For |
| | 5 | Elect Stephanie C. Hill | | Mgmt | For | For | For |
| | 6 | Elect Rebecca Jacoby | | Mgmt | For | For | For |
| | 7 | Elect Robert P. Kelly | | Mgmt | For | For | For |
| | 8 | Elect Ian P. Livingston | | Mgmt | For | For | For |
| | 9 | Elect Deborah D. McWhinney | | Mgmt | For | For | For |
| | 10 | Elect Maria R. Morris | | Mgmt | For | For | For |
| | 11 | Elect Douglas L. Peterson | | Mgmt | For | For | For |
| | 12 | Elect Richard E. Thornburgh | | Mgmt | For | For | For |
| | 13 | Elect Gregory Washington | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Salesforce, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRM | CUSIP 79466L302 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc R. Benioff | | Mgmt | For | For | For |
| | 2 | Elect Laura Alber | | Mgmt | For | For | For |
| | 3 | Elect Craig A. Conway | | Mgmt | For | For | For |
| | 4 | Elect Arnold W. Donald | | Mgmt | For | For | For |
| | 5 | Elect Parker Harris | | Mgmt | For | For | For |
| | 6 | Elect Neelie Kroes | | Mgmt | For | For | For |
| | 7 | Elect Sachin Mehra | | Mgmt | For | For | For |
| | 8 | Elect G. Mason Morfit | | Mgmt | For | For | For |
| | 9 | Elect Oscar Munoz | | Mgmt | For | Against | Against |
| | 10 | Elect John V. Roos | | 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 | Amendment to the 2013 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
|
|
|
| Shell Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHEL | CINS G80827101 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Remuneration Report | | Mgmt | For | For | For |
| | 5 | Elect Wael Sawan | | Mgmt | For | For | For |
| | 6 | Elect Cyrus Taraporevala | | Mgmt | For | For | For |
| | 7 | Elect Sir Charles Roxburgh | | Mgmt | For | For | For |
| | 8 | Elect Leena Srivastava | | Mgmt | For | For | For |
| | 9 | Elect Sinead Gorman | | Mgmt | For | For | For |
| | 10 | Elect Dick Boer | | Mgmt | For | For | For |
| | 11 | Elect Neil A.P. Carson | | Mgmt | For | For | For |
| | 12 | Elect Ann F. Godbehere | | Mgmt | For | For | For |
| | 13 | Elect Jane Holl Lute | | Mgmt | For | For | For |
| | 14 | Elect Catherine J. Hughes | | Mgmt | For | For | For |
| | 15 | Elect Sir Andrew Mackenzie | | Mgmt | For | For | For |
| | 16 | Elect Abraham Schot | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Authority to Repurchase Shares (Off-Market) | | Mgmt | For | For | For |
| | 23 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 24 | Adoption of New Articles | | Mgmt | For | For | For |
| | 25 | Performance Share Plan | | Mgmt | For | For | For |
| | 26 | Approval of Energy Transition Progress | | Mgmt | For | For | For |
| | 27 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 28 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Southwest Airlines Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LUV | CUSIP 844741108 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David W. Biegler | | Mgmt | For | For | For |
| | 2 | Elect J. Veronica Biggins | | Mgmt | For | Against | Against |
| | 3 | Elect Douglas H. Brooks | | Mgmt | For | For | For |
| | 4 | Elect Eduardo F. Conrado | | Mgmt | For | For | For |
| | 5 | Elect William H. Cunningham | | Mgmt | For | For | For |
| | 6 | Elect Thomas W. Gilligan | | Mgmt | For | For | For |
| | 7 | Elect David P. Hess | | Mgmt | For | For | For |
| | 8 | Elect Robert E. Jordan | | Mgmt | For | For | For |
| | 9 | Elect Gary C. Kelly | | Mgmt | For | For | For |
| | 10 | Elect Elaine Mendoza | | Mgmt | For | For | For |
| | 11 | Elect John T. Montford | | Mgmt | For | For | For |
| | 12 | Elect Christopher P. Reynolds | | Mgmt | For | For | For |
| | 13 | Elect Ron Ricks | | Mgmt | For | For | For |
| | 14 | Elect Jill Ann Soltau | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Shareholder Ability to Remove Directors | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Target Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TGT | CUSIP 87612E106 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David P. Abney | | Mgmt | For | For | For |
| | 2 | Elect Douglas M. Baker, Jr. | | Mgmt | For | For | For |
| | 3 | Elect George S. Barrett | | Mgmt | For | For | For |
| | 4 | Elect Gail K. Boudreaux | | Mgmt | For | For | For |
| | 5 | Elect Brian C. Cornell | | Mgmt | For | For | For |
| | 6 | Elect Robert L. Edwards | | Mgmt | For | For | For |
| | 7 | Elect Donald R. Knauss | | Mgmt | For | For | For |
| | 8 | Elect Christine A. Leahy | | Mgmt | For | For | For |
| | 9 | Elect Monica C. Lozano | | Mgmt | For | For | For |
| | 10 | Elect Grace Puma | | Mgmt | For | For | For |
| | 11 | Elect Derica W. Rice | | Mgmt | For | For | For |
| | 12 | Elect Dmitri L. Stockton | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| TerrAscend Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TER | CUSIP 88105E108 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Craig Collard | | Mgmt | For | Withhold | Against |
| | 2 | Elect Kara DioGuardi | | Mgmt | For | Withhold | Against |
| | 3 | Elect Ira Duarte | | Mgmt | For | Withhold | Against |
| | 4 | Elect Edward Schutter | | Mgmt | For | Withhold | Against |
| | 5 | Elect Jason Wild | | Mgmt | For | Withhold | Against |
| | 6 | Appointment of Auditor | | Mgmt | For | For | For |
| | 7 | Amendment to the Stock Option Plan | | Mgmt | For | For | For |
| | 8 | Amendment to the Share Unit Plan | | Mgmt | For | For | For |
| | 9 | Private Placement | | Mgmt | For | For | For |
|
|
|
| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CUSIP 88160R101 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Elon Musk | | Mgmt | For | For | For |
| | 2 | Elect Robyn M. Denholm | | Mgmt | For | For | For |
| | 3 | Elect J.B. Straubel | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Key Person Risk Report | | ShrHoldr | Against | Against | For |
|
|
|
| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CINS 88160R101 | | 08/04/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Ira Ehrenpreis | | Mgmt | For | Against | Against |
| | 2 | Elect Director Kathleen Wilson-Thompson | | Mgmt | For | Against | Against |
| | 3 | Reduce Director Terms from Three to Two Years | | Mgmt | For | For | For |
| | 4 | Eliminate Supermajority Voting Provisions | | Mgmt | For | For | For |
| | 5 | Increase Authorized Common Stock | | Mgmt | For | For | For |
| | 6 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 7 | Adopt Proxy Access Right | | ShrHoldr | Against | For | Against |
| | 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | | ShrHoldr | Against | For | Against |
| | 9 | Report on Racial and Gender Board Diversity | | ShrHoldr | Against | Against | For |
| | 10 | Report on the Impacts of Using Mandatory Arbitration | | ShrHoldr | Against | For | Against |
| | 11 | Report on Corporate Climate Lobbying in line with Paris Agreement | | ShrHoldr | Against | For | Against |
| | 12 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | | ShrHoldr | Against | For | Against |
| | 13 | Report on Eradicating Child Labor in Battery Supply Chain | | ShrHoldr | Against | Against | For |
| | 14 | Report on Water Risk Exposure | | ShrHoldr | Against | For | Against |
|
|
|
| The Boeing Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BA | ISIN US0970231058 | | 04/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert A. Bradway | | Mgmt | For | For | For |
| | 2 | Elect David L. Calhoun | | Mgmt | For | For | For |
| | 3 | Elect Lynne M. Doughtie | | Mgmt | For | For | For |
| | 4 | Elect David L. Gitlin | | Mgmt | For | For | For |
| | 5 | Elect Lynn J. Good | | Mgmt | For | For | For |
| | 6 | Elect Stayce D. Harris | | Mgmt | For | For | For |
| | 7 | Elect Akhil Johri | | Mgmt | For | For | For |
| | 8 | Elect David L. Joyce | | Mgmt | For | For | For |
| | 9 | Elect Lawrence W. Kellner | | Mgmt | For | For | For |
| | 10 | Elect Steven M. Mollenkopf | | Mgmt | For | For | For |
| | 11 | Elect John M. Richardson | | Mgmt | For | For | For |
| | 12 | Elect Sabrina Soussan | | Mgmt | For | For | For |
| | 13 | Elect Ronald A. Williams | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Approval of the 2023 Incentive Stock Plan | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Abstain | N/A |
|
|
|
| The Charles Schwab Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SCHW | CUSIP 808513105 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marianne C. Brown | | Mgmt | For | Against | Against |
| | 2 | Elect Frank C. Herringer | | Mgmt | For | Against | Against |
| | 3 | Elect Gerri Martin-Flickinger | | Mgmt | For | Against | Against |
| | 4 | Elect Todd M. Ricketts | | Mgmt | For | Against | Against |
| | 5 | Elect Carolyn Schwab-Pomerantz | | Mgmt | For | Against | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
|
|
|
| The Cigna Group | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CI | CUSIP 125523100 | | 04/26/2023 | | 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 Neesha Hathi | | Mgmt | For | For | For |
| | 6 | Elect George Kurian | | Mgmt | For | For | For |
| | 7 | Elect Kathleen M. Mazzarella | | Mgmt | For | For | For |
| | 8 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 9 | Elect Kimberly A. Ross | | Mgmt | For | For | For |
| | 10 | Elect Eric C. Wiseman | | Mgmt | For | For | For |
| | 11 | Elect Donna F. Zarcone | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment to Allow Exculpation of Officers | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | For | Against |
| | 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| The Coca-Cola Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KO | ISIN US1912161007 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Herbert A. Allen, III | | Mgmt | For | For | For |
| | 2 | Elect Marc Bolland | | Mgmt | For | For | For |
| | 3 | Elect Ana Patricia Botin-Sanz de Sautuola y O'Shea | | Mgmt | For | For | For |
| | 4 | Elect Christopher C. Davis | | Mgmt | For | For | For |
| | 5 | Elect Barry Diller | | Mgmt | For | Against | Against |
| | 6 | Elect Carolyn N. Everson | | Mgmt | For | For | For |
| | 7 | Elect Helene D. Gayle | | Mgmt | For | For | For |
| | 8 | Elect Alexis M. Herman | | Mgmt | For | For | For |
| | 9 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 10 | Elect Amity Millhiser | | 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 | 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 Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | | ShrHoldr | Against | Against | For |
|
|
|
| The Goldman Sachs Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GS | CUSIP 38141G104 | | 04/26/2023 | | 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 Mark Flaherty | | Mgmt | For | For | For |
| | 3 | Elect Kimberley Harris | | Mgmt | For | For | For |
| | 4 | Elect Kevin R. Johnson | | Mgmt | For | For | For |
| | 5 | Elect Ellen J. Kullman | | Mgmt | For | For | For |
| | 6 | Elect Lakshmi N. Mittal | | Mgmt | For | Against | Against |
| | 7 | Elect Adebayo O. Ogunlesi | | Mgmt | For | For | For |
| | 8 | Elect Peter Oppenheimer | | Mgmt | For | For | For |
| | 9 | Elect David M. Solomon | | Mgmt | For | For | For |
| | 10 | Elect Jan E. Tighe | | Mgmt | For | For | For |
| | 11 | Elect Jessica Uhl | | Mgmt | For | For | For |
| | 12 | Elect David A. Viniar | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Third-Party Review for Congruency of China-focused ETFs | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding a Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| The Home Depot, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HD | CUSIP 437076102 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect 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 Edward P. Decker | | Mgmt | For | For | For |
| | 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 Paula Santilli | | Mgmt | For | For | For |
| | 13 | Elect Caryn Seidman-Becker | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Public Positions on Political Speech | | ShrHoldr | Against | Against | For |
|
|
|
| The Procter & Gamble Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PG | CINS 742718109 | | 10/11/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director B. Marc Allen | | Mgmt | For | For | For |
| | 4 | Elect Director Angela F. Braly | | Mgmt | For | For | For |
| | 5 | Elect Director Amy L. Chang | | Mgmt | For | For | For |
| | 6 | Elect Director Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Director Christopher Kempczinski | | Mgmt | For | For | For |
| | 8 | Elect Director Debra L. Lee | | Mgmt | For | For | For |
| | 9 | Elect Director Terry J. Lundgren | | Mgmt | For | For | For |
| | 10 | Elect Director Christine M. McCarthy | | Mgmt | For | For | For |
| | 11 | Elect Director Jon R. Moeller | | Mgmt | For | For | For |
| | 12 | Elect Director Rajesh Subramaniam | | Mgmt | For | For | For |
| | 13 | Elect Director Patricia A. Woertz | | Mgmt | For | For | For |
|
|
|
| The Sherwin-Williams Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHW | ISIN US8243481061 | | 04/19/2023 | | 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 John G. Morikis | | Mgmt | For | For | For |
| | 5 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 6 | Elect Aaron M. Powell | | Mgmt | For | For | For |
| | 7 | Elect Marta R. Stewart | | Mgmt | For | For | For |
| | 8 | Elect Michael H. Thaman | | Mgmt | For | For | For |
| | 9 | Elect Matthew Thornton III | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| The TJX Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TJX | CUSIP 872540109 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jose B. Alvarez | | 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 C. Kim Goodwin | | Mgmt | For | For | For |
| | 6 | Elect Ernie Herrman | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Shareholder Proposal Regarding Report on Supply Chain Due Diligence | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Human Rights Risks from Supply Chain Employee Misclassification | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Against | For |
|
|
|
| The Walt Disney Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DIS | ISIN US2546871060 | | 04/03/2023 | | 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 Safra A. Catz | | Mgmt | For | For | For |
| | 3 | Elect Amy L. Chang | | Mgmt | For | For | For |
| | 4 | Elect Francis A. deSouza | | Mgmt | For | For | For |
| | 5 | Elect Carolyn N. Everson | | Mgmt | For | For | For |
| | 6 | Elect Michael B.G. Froman | | Mgmt | For | For | For |
| | 7 | Elect Robert A. Iger | | Mgmt | For | For | For |
| | 8 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 9 | Elect Calvin R. McDonald | | Mgmt | For | For | For |
| | 10 | Elect Mark G. Parker | | Mgmt | For | For | For |
| | 11 | Elect Derica W. Rice | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| Thermo Fisher Scientific Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMO | CUSIP 883556102 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc N. Casper | | Mgmt | For | For | For |
| | 2 | Elect Nelson J. Chai | | Mgmt | For | For | For |
| | 3 | Elect Ruby R. Chandy | | Mgmt | For | For | For |
| | 4 | Elect C. Martin Harris | | Mgmt | For | For | For |
| | 5 | Elect Tyler Jacks | | Mgmt | For | For | For |
| | 6 | Elect R. Alexandra Keith | | Mgmt | For | For | For |
| | 7 | Elect James C. Mullen | | Mgmt | For | For | For |
| | 8 | Elect Lars R. Sorensen | | Mgmt | For | For | For |
| | 9 | Elect Debora L. Spar | | Mgmt | For | For | For |
| | 10 | Elect Scott M. Sperling | | Mgmt | For | For | For |
| | 11 | Elect Dion J. Weisler | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment to the 2013 Stock Incentive Plan | | Mgmt | For | For | For |
| | 16 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| T-Mobile US, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMUS | CUSIP 872590104 | | 06/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Andre Almeida | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Marcelo Claure | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Srikant M. Datar | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Srinivasan Gopalan | | Mgmt | For | Withhold | Against |
| | 1.5 | Elect Timotheus Hottges | | Mgmt | For | Withhold | Against |
| | 1.6 | Elect Christian P. Illek | | Mgmt | For | Withhold | Against |
| | 1.7 | Elect Raphael Kubler | | Mgmt | For | Withhold | Against |
| | 1.8 | Elect Thorsten Langheim | | Mgmt | For | Withhold | Against |
| | 1.9 | Elect Dominique Leroy | | Mgmt | For | Withhold | Against |
| | 1.10 | Elect Letitia A. Long | | Mgmt | For | Withhold | Against |
| | 1.11 | Elect G. Michael Sievert | | Mgmt | For | Withhold | Against |
| | 1.12 | Elect Teresa A. Taylor | | Mgmt | For | Withhold | Against |
| | 1.13 | Elect Kelvin R. Westbrook | | 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 | Approval of the 2023 Incentive Award Plan | | Mgmt | For | For | For |
| | 6 | Amendment to the 2014 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Union Pacific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNP | CUSIP 907818108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William J. DeLaney | | Mgmt | For | For | For |
| | 2 | Elect David B. Dillon | | Mgmt | For | For | For |
| | 3 | Elect Sheri H. Edison | | Mgmt | For | For | For |
| | 4 | Elect Teresa M. Finley | | 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 Jose H. Villarreal | | Mgmt | For | For | For |
| | 10 | Elect Christopher J. Williams | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Against | For |
|
|
|
| United Rentals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | URI | CUSIP 911363109 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jose B. Alvarez | | Mgmt | For | For | For |
| | 2 | Elect Marc A. Bruno | | Mgmt | For | For | For |
| | 3 | Elect Larry D. De Shon | | Mgmt | For | For | For |
| | 4 | Elect Matthew J. Flannery | | Mgmt | For | For | For |
| | 5 | Elect Bobby J. Griffin | | Mgmt | For | For | For |
| | 6 | Elect Kim Harris Jones | | Mgmt | For | For | For |
| | 7 | Elect Terri L. Kelly | | Mgmt | For | For | For |
| | 8 | Elect Michael J. Kneeland | | Mgmt | For | For | For |
| | 9 | Elect Francisco J. Lopez-Balboa | | Mgmt | For | For | For |
| | 10 | Elect Gracia C. Martore | | Mgmt | For | For | For |
| | 11 | Elect Shiv Singh | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Reduce Ownership Threshold to Initiate Written Consent | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | | ShrHoldr | Against | Against | For |
|
|
|
| UnitedHealth Group Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNH | CUSIP 91324P102 | | 06/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 2 | Elect Paul R. Garcia | | Mgmt | For | For | For |
| | 3 | Elect Kristen Gil | | 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 Andrew Witty | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
|
|
|
| Unity Software Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | U | CINS 91332U101 | | 10/07/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Issue Shares in Connection with Merger | | Mgmt | For | For | For |
| | 2 | Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Visa Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | V | CUSIP 92826C839 | | 01/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Lloyd A. Carney | | Mgmt | For | Against | Against |
| | 2 | Elect Director Kermit R. Crawford | | Mgmt | For | For | For |
| | 3 | Elect Director Francisco Javier Fernandez-Carbajal | | Mgmt | For | For | For |
| | 4 | Elect Director Alfred F. Kelly, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Director Ramon Laguarta | | Mgmt | For | For | For |
| | 6 | Elect Director Teri L. List | | Mgmt | For | For | For |
| | 7 | Elect Director John F. Lundgren | | Mgmt | For | For | For |
| | 8 | Elect Director Denise M. Morrison | | Mgmt | For | For | For |
| | 9 | Elect Director Linda J. Rendle | | Mgmt | For | For | For |
| | 10 | Elect Director Maynard G. Webb, Jr. | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Require Independent Board Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Vistra Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VST | CUSIP 92840M102 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Scott B. Helm | | Mgmt | For | For | For |
| | 2 | Elect Hilary E. Ackermann | | Mgmt | For | For | For |
| | 3 | Elect Arcilia C. Acosta | | Mgmt | For | For | For |
| | 4 | Elect Gavin R. Baiera | | Mgmt | For | For | For |
| | 5 | Elect Paul M. Barbas | | Mgmt | For | For | For |
| | 6 | Elect James A. Burke | | Mgmt | For | For | For |
| | 7 | Elect Lisa Crutchfield | | Mgmt | For | For | For |
| | 8 | Elect Brian K. Ferraioli | | Mgmt | For | For | For |
| | 9 | Elect Jeff D. Hunter | | Mgmt | For | For | For |
| | 10 | Elect Julie Lagacy | | Mgmt | For | For | For |
| | 11 | Elect John R. Sult | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Vontier Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VNT | CUSIP 928881101 | | 05/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gloria R. Boyland | | Mgmt | For | For | For |
| | 2 | Elect Christopher J. Klein | | Mgmt | For | For | For |
| | 3 | Elect Maryrose T. Sylvester | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Vornado Realty Trust | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VNO | CUSIP 929042109 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Steven Roth | | Mgmt | For | For | For |
| | 1.2 | Elect Candace K. Beinecke | | Mgmt | For | For | For |
| | 1.3 | Elect Michael D. Fascitelli | | Mgmt | For | For | For |
| | 1.4 | Elect Beatrice Bassey | | Mgmt | For | For | For |
| | 1.5 | Elect William W. Helman IV | | Mgmt | For | For | For |
| | 1.6 | Elect David Mandelbaum | | Mgmt | For | For | For |
| | 1.7 | Elect Raymond J. McGuire | | Mgmt | For | For | For |
| | 1.8 | Elect Mandakini Puri | | Mgmt | For | For | For |
| | 1.9 | Elect Daniel R. Tisch | | Mgmt | For | For | For |
| | 1.10 | Elect Russell B. Wight, Jr. | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Approval of the 2023 Omnibus Share Plan | | Mgmt | For | For | For |
|
|
|
| Walmart Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WMT | CUSIP 931142103 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cesar Conde | | Mgmt | For | For | For |
| | 2 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 3 | Elect Sarah J. Friar | | Mgmt | For | For | For |
| | 4 | Elect Carla A. Harris | | Mgmt | For | For | For |
| | 5 | Elect Thomas W. Horton | | Mgmt | For | For | For |
| | 6 | Elect Marissa A. Mayer | | Mgmt | For | For | For |
| | 7 | Elect C. Douglas McMillon | | Mgmt | For | For | For |
| | 8 | Elect Gregory B. Penner | | Mgmt | For | For | For |
| | 9 | Elect Randall L. Stephenson | | Mgmt | For | For | For |
| | 10 | Elect S. Robson Walton | | Mgmt | For | For | For |
| | 11 | Elect Steuart L. Walton | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | | ShrHoldr | Against | Against | For |
|
|
|
| Warby Parker Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WRBY | CUSIP 93403J106 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Dave Gilboa | | Mgmt | For | For | For |
| | 1.2 | Elect Youngme E. Moon | | Mgmt | For | For | For |
| | 1.3 | Elect Ronald A. Williams | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Zoetis Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ZTS | CUSIP 98978V103 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Paul M. Bisaro | | Mgmt | For | For | For |
| | 2 | Elect Vanessa Broadhurst | | Mgmt | For | For | For |
| | 3 | Elect Frank A. D'Amelio | | Mgmt | For | For | For |
| | 4 | Elect Michael B. McCallister | | Mgmt | For | For | For |
| | 5 | Elect Gregory Norden | | Mgmt | For | For | For |
| | 6 | Elect Louise M. Parent | | Mgmt | For | For | For |
| | 7 | Elect Kristin C. Peck | | Mgmt | For | For | For |
| | 8 | Elect Robert W. Scully | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Amendment Regarding Ownership Threshold for Shareholders to Call a Special Meeting | | Mgmt | For | For | For |
| | 12 | Shareholder Proposal Regarding Right to Call Special Meeting | | ShrHoldr | Against | Against | For |