UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD
OF REGISTERED MANAGEMENT INVESTMENT COMPANY
| Investment Company Act file number | 811-07820 | |||||||||||||||||||
| AMERICAN CENTURY CAPITAL PORTFOLIOS, INC. | ||||||||||||||||||||
| (Exact name of registrant as specified in charter) | ||||||||||||||||||||
| 4500 MAIN STREET, KANSAS CITY, MISSOURI | 64111 | |||||||||||||||||||
| (Address of principal executive offices) | (Zip Code) | |||||||||||||||||||
| JOHN PAK, 4500 MAIN STREET KANSAS CITY, MISSOURI 64111 | ||||||||||||||||||||
| (Name and address of agent for service) | ||||||||||||||||||||
| Registrant’s telephone number, including area code: | 816-531-5575 | |||||||||||||||||||
| Date of fiscal year end: | 03-31 and 10-31 | |||||||||||||||||||
| Date of reporting period: | 07-01-2021 - 06-30-2022 | |||||||||||||||||||
FORM N-PX
ICA File Number: 811-07820
Registrant Name: American Century Capital Portfolios, Inc.
Reporting Period: 07/01/2021 - 06/30/2022
AC Alternatives Market Neutral Value
| A. O. SMITH CORPORATION Meeting Date: APR 12, 2022 Record Date: FEB 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AOS Security ID: 831865209 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Victoria M. Holt | Management | For | For |
| 1.2 | Elect Director Michael M. Larsen | Management | For | For |
| 1.3 | Elect Director Idelle K. Wolf | Management | For | For |
| 1.4 | Elect Director Gene C. Wulf | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AMCOR PLC Meeting Date: NOV 10, 2021 Record Date: SEP 15, 2021 Meeting Type: ANNUAL | ||||
| Ticker: AMCR Security ID: G0250X107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Graeme Liebelt | Management | For | For |
| 1b | Elect Director Armin Meyer | Management | For | For |
| 1c | Elect Director Ronald Delia | Management | For | For |
| 1d | Elect Director Achal Agarwal | Management | For | For |
| 1e | Elect Director Andrea Bertone | Management | For | For |
| 1f | Elect Director Susan Carter | Management | For | For |
| 1g | Elect Director Karen Guerra | Management | For | For |
| 1h | Elect Director Nicholas (Tom) Long | Management | For | For |
| 1i | Elect Director Arun Nayar | Management | For | For |
| 1j | Elect Director Jeremy Sutcliffe | Management | For | For |
| 1k | Elect Director David Szczupak | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ATMOS ENERGY CORPORATION Meeting Date: FEB 09, 2022 Record Date: DEC 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ATO Security ID: 049560105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director J. Kevin Akers | Management | For | For |
| 1b | Elect Director Kim R. Cocklin | Management | For | For |
| 1c | Elect Director Kelly H. Compton | Management | For | For |
| 1d | Elect Director Sean Donohue | Management | For | For |
| 1e | Elect Director Rafael G. Garza | Management | For | For |
| 1f | Elect Director Richard K. Gordon | Management | For | For |
| 1g | Elect Director Nancy K. Quinn | Management | For | For |
| 1h | Elect Director Richard A. Sampson | Management | For | For |
| 1i | Elect Director Diana J. Walters | Management | For | For |
| 1j | Elect Director Frank Yoho | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AUTOMATIC DATA PROCESSING, INC. Meeting Date: NOV 10, 2021 Record Date: SEP 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ADP Security ID: 053015103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Bisson | Management | For | For |
| 1b | Elect Director Richard T. Clark | Management | For | For |
| 1c | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1d | Elect Director John P. Jones | Management | For | For |
| 1e | Elect Director Francine S. Katsoudas | Management | For | For |
| 1f | Elect Director Nazzic S. Keene | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Scott F. Powers | Management | For | For |
| 1i | Elect Director William J. Ready | Management | For | For |
| 1j | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1k | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Workforce Engagement in Governance | Shareholder | Against | Against |
| BECTON, DICKINSON AND COMPANY Meeting Date: JAN 25, 2022 Record Date: DEC 06, 2021 Meeting Type: ANNUAL | ||||
| Ticker: BDX Security ID: 075887109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.2 | Elect Director Carrie L. Byington | Management | For | For |
| 1.3 | Elect Director R. Andrew Eckert | Management | For | For |
| 1.4 | Elect Director Claire M. Fraser | Management | For | For |
| 1.5 | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1.6 | Elect Director Christopher Jones | Management | For | For |
| 1.7 | Elect Director Marshall O. Larsen | Management | For | For |
| 1.8 | Elect Director David F. Melcher | Management | For | For |
| 1.9 | Elect Director Thomas E. Polen | Management | For | For |
| 1.10 | Elect Director Claire Pomeroy | Management | For | For |
| 1.11 | Elect Director Timothy M. Ring | Management | For | For |
| 1.12 | Elect Director Bertram L. Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| BERKSHIRE HATHAWAY INC. Meeting Date: APR 30, 2022 Record Date: MAR 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BRK.B Security ID: 084670702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Susan A. Buffett | Management | For | For |
| 1.6 | Elect Director Stephen B. Burke | Management | For | Withhold |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | Withhold |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | Withhold |
| 1.10 | Elect Director David S. Gottesman | Management | For | Withhold |
| 1.11 | Elect Director Charlotte Guyman | Management | For | Withhold |
| 1.12 | Elect Director Ajit Jain | Management | For | For |
| 1.13 | Elect Director Ronald L. Olson | Management | For | For |
| 1.14 | Elect Director Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Require Independent Board Chair | Shareholder | Against | For |
| 3 | Report on Climate-Related Risks and Opportunities | Shareholder | Against | For |
| 4 | Report on GHG Emissions Reduction Targets | Shareholder | Against | For |
| 5 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| BHP GROUP PLC Meeting Date: JAN 20, 2022 Record Date: DEC 20, 2021 Meeting Type: SPECIAL | ||||
| Ticker: BHP Security ID: 05545E209 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 1 | Approve the Scheme of Arrangement and Unification | Management | For | For |
| 2 | Approve Special Voting Share Buy-Back Agreement | Management | For | For |
| 3 | Approve Special Voting Share Buy-Back Agreement (Class Rights Action) | Management | For | For |
| 4 | Adopt New Articles of Association | Management | For | For |
| 5 | Approve Re-registration of the Company as a Private Limited Company (Class Rights Action) | Management | For | For |
| CENTENE CORPORATION Meeting Date: APR 26, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CNC Security ID: 15135B101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Orlando Ayala | Management | For | For |
| 1b | Elect Director Kenneth A. Burdick | Management | For | For |
| 1c | Elect Director H. James Dallas | Management | For | For |
| 1d | Elect Director Sarah M. London | Management | For | For |
| 1e | Elect Director Theodore R. Samuels | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | For |
| CISCO SYSTEMS, INC. Meeting Date: DEC 13, 2021 Record Date: OCT 15, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CSCO Security ID: 17275R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Charles H. Robbins | Management | For | For |
| 1i | Elect Director Brenton L. Saunders | Management | For | For |
| 1j | Elect Director Lisa T. Su | Management | For | For |
| 1k | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | Against |
| COMMERCE BANCSHARES, INC. Meeting Date: APR 20, 2022 Record Date: FEB 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CBSH Security ID: 200525103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl H. Devanny, III | Management | For | For |
| 1.2 | Elect Director June McAllister Fowler | Management | For | For |
| 1.3 | Elect Director Benjamin F. Rassieur, III | Management | For | For |
| 1.4 | Elect Director Todd R. Schnuck | Management | For | For |
| 1.5 | Elect Director Christine B. Taylor-Broughton | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CONAGRA BRANDS, INC. Meeting Date: SEP 15, 2021 Record Date: JUL 26, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CAG Security ID: 205887102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anil Arora | Management | For | For |
| 1b | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1c | Elect Director Emanuel "Manny" Chirico | Management | For | For |
| 1d | Elect Director Sean M. Connolly | Management | For | For |
| 1e | Elect Director Joie A. Gregor | Management | For | For |
| 1f | Elect Director Fran Horowitz | Management | For | For |
| 1g | Elect Director Rajive Johri | Management | For | For |
| 1h | Elect Director Richard H. Lenny | Management | For | For |
| 1i | Elect Director Melissa Lora | Management | For | For |
| 1j | Elect Director Ruth Ann Marshall | Management | For | For |
| 1k | Elect Director Craig P. Omtvedt | Management | For | For |
| 1l | Elect Director Scott Ostfeld | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| DEERE & COMPANY Meeting Date: FEB 23, 2022 Record Date: DEC 31, 2021 Meeting Type: ANNUAL | ||||
| Ticker: DE Security ID: 244199105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Approve Non-Employee Director Restricted Stock Plan | Management | For | Against |
| 5 | Amend Governing Documents Regarding Requirements to Call for a Special Meeting | Shareholder | Against | For |
| ELECTROLUX AB Meeting Date: AUG 27, 2021 Record Date: AUG 19, 2021 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: ELUX.B Security ID: W24713120 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | For |
| 2.1 | Designate Oskar Borjesson as Inspector of Minutes of Meeting | Management | For | For |
| 2.2 | Designate Charlotte Munthe as Inspector of Minutes of Meeting | Management | For | For |
| 3 | Prepare and Approve List of Shareholders | Management | For | For |
| 4 | Approve Agenda of Meeting | Management | For | For |
| 5 | Acknowledge Proper Convening of Meeting | Management | For | For |
| 6 | Approve 2:1 Stock Split; Reduction of Share Capital Through Redemption of Shares; Increase of Share Capital through a Bonus Issue without the Issuance of New Shares | Management | For | For |
| EMERSON ELECTRIC CO. Meeting Date: FEB 01, 2022 Record Date: NOV 23, 2021 Meeting Type: ANNUAL | ||||
| Ticker: EMR Security ID: 291011104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joshua B. Bolten | Management | For | For |
| 1.2 | Elect Director William H. Easter, III | Management | For | For |
| 1.3 | Elect Director Surendralal (Lal) L. Karsanbhai | Management | For | For |
| 1.4 | Elect Director Lori M. Lee | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EVERGY, INC. Meeting Date: MAY 03, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EVRG Security ID: 30034W106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director David A. Campbell | Management | For | For |
| 1B | Elect Director Thomas D. Hyde | Management | For | For |
| 1C | Elect Director B. Anthony Isaac | Management | For | For |
| 1D | Elect Director Paul M. Keglevic | Management | For | For |
| 1E | Elect Director Mary L. Landrieu | Management | For | For |
| 1F | Elect Director Sandra A.J. Lawrence | Management | For | For |
| 1G | Elect Director Ann D. Murtlow | Management | For | For |
| 1H | Elect Director Sandra J. Price | Management | For | For |
| 1I | Elect Director Mark A. Ruelle | Management | For | For |
| 1J | Elect Director James Scarola | Management | For | For |
| 1K | Elect Director S. Carl Soderstrom, Jr. | Management | For | For |
| 1L | Elect Director C. John Wilder | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| FIRST HAWAIIAN, INC. Meeting Date: APR 20, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FHB Security ID: 32051X108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Allen Doane | Management | For | For |
| 1b | Elect Director Robert S. Harrison | Management | For | For |
| 1c | Elect Director Faye Watanabe Kurren | Management | For | For |
| 1d | Elect Director James S. Moffatt | Management | For | For |
| 1e | Elect Director Kelly A. Thompson | Management | For | For |
| 1f | Elect Director Allen B. Uyeda | Management | For | For |
| 1g | Elect Director Vanessa L. Washington | Management | For | For |
| 1h | Elect Director C. Scott Wo | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FOX CORPORATION Meeting Date: NOV 10, 2021 Record Date: SEP 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: FOXA Security ID: 35137L204 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director K. Rupert Murdoch | Management | For | For |
| 1b | Elect Director Lachlan K. Murdoch | Management | For | For |
| 1c | Elect Director William A. Burck | Management | For | Against |
| 1d | Elect Director Chase Carey | Management | For | For |
| 1e | Elect Director Anne Dias | Management | For | For |
| 1f | Elect Director Roland A. Hernandez | Management | For | For |
| 1g | Elect Director Jacques Nasser | Management | For | For |
| 1h | Elect Director Paul D. Ryan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 5 | Amend Certificate of Incorporation to Become a Public Benefit Corporation | Shareholder | Against | Against |
| HEICO CORPORATION Meeting Date: MAR 18, 2022 Record Date: JAN 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HEI Security ID: 422806208 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas M. Culligan | Management | For | For |
| 1.2 | Elect Director Adolfo Henriques | Management | For | For |
| 1.3 | Elect Director Mark H. Hildebrandt | Management | For | For |
| 1.4 | Elect Director Eric A. Mendelson | Management | For | For |
| 1.5 | Elect Director Laurans A. Mendelson | Management | For | For |
| 1.6 | Elect Director Victor H. Mendelson | Management | For | For |
| 1.7 | Elect Director Julie Neitzel | Management | For | For |
| 1.8 | Elect Director Alan Schriesheim | Management | For | For |
| 1.9 | Elect Director Frank J. Schwitter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HILL-ROM HOLDINGS, INC. Meeting Date: DEC 02, 2021 Record Date: OCT 18, 2021 Meeting Type: SPECIAL | ||||
| Ticker: HRC Security ID: 431475102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | Against |
| JOHNSON & JOHNSON Meeting Date: APR 28, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JNJ Security ID: 478160104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Ian E. L. Davis | Management | For | For |
| 1e | Elect Director Jennifer A. Doudna | Management | For | For |
| 1f | Elect Director Joaquin Duato | Management | For | For |
| 1g | Elect Director Alex Gorsky | Management | For | For |
| 1h | Elect Director Marillyn A. Hewson | Management | For | For |
| 1i | Elect Director Hubert Joly | Management | For | For |
| 1j | Elect Director Mark B. McClellan | Management | For | For |
| 1k | Elect Director Anne M. Mulcahy | Management | For | For |
| 1l | Elect Director A. Eugene Washington | Management | For | For |
| 1m | Elect Director Mark A. Weinberger | Management | For | For |
| 1n | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Mandatory Arbitration Bylaw *Withdrawn Resolution* | Shareholder | None | None |
| 6 | Report on a Civil Rights, Equity, Diversity and Inclusion Audit | Shareholder | Against | Against |
| 7 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics | Shareholder | Against | Against |
| 9 | Report on Public Health Costs of Limited Sharing of Vaccine Technology | Shareholder | Against | Against |
| 10 | Discontinue Global Sales of Baby Powder Containing Talc | Shareholder | Against | Against |
| 11 | Report on Charitable Contributions | Shareholder | Against | Against |
| 12 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 13 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | For |
| 14 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| JOHNSON CONTROLS INTERNATIONAL PLC Meeting Date: MAR 09, 2022 Record Date: JAN 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JCI Security ID: G51502105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean Blackwell | Management | For | For |
| 1b | Elect Director Pierre Cohade | Management | For | For |
| 1c | Elect Director Michael E. Daniels | Management | For | For |
| 1d | Elect Director W. Roy Dunbar | Management | For | For |
| 1e | Elect Director Gretchen R. Haggerty | Management | For | For |
| 1f | Elect Director Simone Menne | Management | For | For |
| 1g | Elect Director George R. Oliver | Management | For | For |
| 1h | Elect Director Jurgen Tinggren | Management | For | For |
| 1i | Elect Director Mark Vergnano | Management | For | For |
| 1j | Elect Director R. David Yost | Management | For | For |
| 1k | Elect Director John D. Young | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2b | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Authorize Market Purchases of Company Shares | Management | For | For |
| 4 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Approve the Directors' Authority to Allot Shares | Management | For | For |
| 7 | Approve the Disapplication of Statutory Pre-Emption Rights | Management | For | For |
| LENNAR CORPORATION Meeting Date: APR 12, 2022 Record Date: FEB 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LEN Security ID: 526057302 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Rick Beckwitt | Management | For | For |
| 1c | Elect Director Steven L. Gerard | Management | For | For |
| 1d | Elect Director Tig Gilliam | Management | For | For |
| 1e | Elect Director Sherrill W. Hudson | Management | For | For |
| 1f | Elect Director Jonathan M. Jaffe | Management | For | For |
| 1g | Elect Director Sidney Lapidus | Management | For | For |
| 1h | Elect Director Teri P. McClure | Management | For | For |
| 1i | Elect Director Stuart Miller | Management | For | For |
| 1j | Elect Director Armando Olivera | Management | For | For |
| 1k | Elect Director Jeffrey Sonnenfeld | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| LINDE PLC Meeting Date: JUL 26, 2021 Record Date: JUL 24, 2021 Meeting Type: ANNUAL | ||||
| Ticker: LIN Security ID: G5494J103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wolfgang H. Reitzle | Management | For | For |
| 1b | Elect Director Stephen F. Angel | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Clemens A. H. Borsig | Management | For | For |
| 1e | Elect Director Nance K. Dicciani | Management | For | For |
| 1f | Elect Director Thomas Enders | Management | For | For |
| 1g | Elect Director Franz Fehrenbach | Management | For | For |
| 1h | Elect Director Edward G. Galante | Management | For | For |
| 1i | Elect Director Larry D. McVay | Management | For | For |
| 1j | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1k | Elect Director Martin H. Richenhagen | Management | For | For |
| 1l | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Policy | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | Against |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| MEDTRONIC PLC Meeting Date: DEC 09, 2021 Record Date: OCT 14, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MDT Security ID: G5960L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Anderson | Management | For | For |
| 1b | Elect Director Craig Arnold | Management | For | For |
| 1c | Elect Director Scott C. Donnelly | Management | For | For |
| 1d | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1e | Elect Director Randall J. Hogan, III | Management | For | For |
| 1f | Elect Director Kevin E. Lofton | Management | For | For |
| 1g | Elect Director Geoffrey S. Martha | Management | For | For |
| 1h | Elect Director Elizabeth G. Nabel | Management | For | For |
| 1i | Elect Director Denise M. O'Leary | Management | For | For |
| 1j | Elect Director Kendall J. Powell | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| 6 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 7 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 8 | Authorize Overseas Market Purchases of Ordinary Shares | Management | For | For |
| MICROSOFT CORPORATION Meeting Date: NOV 30, 2021 Record Date: SEP 30, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MSFT Security ID: 594918104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| 6 | Report on Effectiveness of Workplace Sexual Harassment Policies | Shareholder | Against | Against |
| 7 | Prohibit Sales of Facial Recognition Technology to All Government Entities | Shareholder | Against | For |
| 8 | Report on Implementation of the Fair Chance Business Pledge | Shareholder | Against | For |
| 9 | Report on Lobbying Activities Alignment with Company Policies | Shareholder | Against | Against |
| PACCAR INC Meeting Date: APR 26, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PCAR Security ID: 693718108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark C. Pigott | Management | For | For |
| 1.2 | Elect Director Dame Alison J. Carnwath | Management | For | For |
| 1.3 | Elect Director Franklin L. Feder | Management | For | For |
| 1.4 | Elect Director R. Preston Feight | Management | For | For |
| 1.5 | Elect Director Beth E. Ford | Management | For | For |
| 1.6 | Elect Director Kirk S. Hachigian | Management | For | For |
| 1.7 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.8 | Elect Director John M. Pigott | Management | For | For |
| 1.9 | Elect Director Ganesh Ramaswamy | Management | For | For |
| 1.10 | Elect Director Mark A. Schulz | Management | For | For |
| 1.11 | Elect Director Gregory M. E. Spierkel | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirements | Management | For | For |
| 3 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| PROSPERITY BANCSHARES, INC. Meeting Date: APR 19, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PB Security ID: 743606105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George A. Fisk | Management | For | Withhold |
| 1.2 | Elect Director Leah Henderson | Management | For | Withhold |
| 1.3 | Elect Director Ned S. Holmes | Management | For | Withhold |
| 1.4 | Elect Director Jack Lord | Management | For | Withhold |
| 1.5 | Elect Director David Zalman | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RAYTHEON TECHNOLOGIES CORPORATION Meeting Date: APR 25, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RTX Security ID: 75513E101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1c | Elect Director Gregory J. Hayes | Management | For | For |
| 1d | Elect Director George R. Oliver | Management | For | For |
| 1e | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1f | Elect Director Margaret L. O'Sullivan | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Reduce Supermajority Vote Requirement | Management | For | For |
| ROYAL BANK OF CANADA Meeting Date: APR 07, 2022 Record Date: FEB 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RY Security ID: 780087102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew A. Chisholm | Management | For | For |
| 1.2 | Elect Director Jacynthe Cote | Management | For | For |
| 1.3 | Elect Director Toos N. Daruvala | Management | For | For |
| 1.4 | Elect Director David F. Denison | Management | For | For |
| 1.5 | Elect Director Cynthia Devine | Management | For | For |
| 1.6 | Elect Director Roberta L. Jamieson | Management | For | For |
| 1.7 | Elect Director David McKay | Management | For | For |
| 1.8 | Elect Director Kathleen Taylor | Management | For | For |
| 1.9 | Elect Director Maryann Turcke | Management | For | For |
| 1.10 | Elect Director Thierry Vandal | Management | For | For |
| 1.11 | Elect Director Bridget A. van Kralingen | Management | For | For |
| 1.12 | Elect Director Frank Vettese | Management | For | For |
| 1.13 | Elect Director Jeffery Yabuki | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Update the Bank's Criteria for Sustainable Finance to Preclude Fossil Fuel Activity and Projects Opposing Indigenous Peoples | Shareholder | Against | Against |
| 5 | SP 2: Assess and Mitigate the Human Rights and Reputational Risks Involved in the Financialization of Housing | Shareholder | Against | Against |
| 6 | SP 3: Avoid Bank Participation in Pollution-Intensive Asset Privatizations | Shareholder | Against | Against |
| 7 | SP 4: Examine the Possibility of Becoming a Benefit Company | Shareholder | Against | Against |
| 8 | SP 5: Adopt an Annual Advisory Vote Policy on the Bank's Environmental and Climate Change Action Plan and Objectives | Shareholder | Against | For |
| 9 | SP 6: Adopt French as the Official Language of the Bank | Shareholder | Against | Against |
| 10 | SP 7: Produce a Report on Loans Made by the Bank in Support of the Circular Economy | Shareholder | Against | Against |
| 11 | SP 8: Provide a Report to Shareholders and Publicly Disclose the CEO Compensation to Median Worker Pay Ratio | Shareholder | Against | Against |
| ROYAL DUTCH SHELL PLC Meeting Date: DEC 10, 2021 Record Date: NOV 26, 2021 Meeting Type: SPECIAL | ||||
| Ticker: RDSA Security ID: 780259107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt New Articles of Association | Management | For | For |
| SELECT SECTOR SPDR TRUST Meeting Date: OCT 29, 2021 Record Date: SEP 03, 2021 Meeting Type: SPECIAL | ||||
| Ticker: Security ID: 81369Y407 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Allison Grant Williams | Management | For | For |
| 1.2 | Elect Director Sheila Hartnett-Devlin | Management | For | For |
| 1.3 | Elect Director James Jessee | Management | For | For |
| 1.4 | Elect Director Teresa Polley | Management | For | For |
| 1.5 | Elect Director Ashley T. Rabun | Management | For | For |
| 1.6 | Elect Director James E. Ross | Management | For | For |
| 1.7 | Elect Director Rory Tobin | Management | For | For |
| SIEMENS AG Meeting Date: FEB 10, 2022 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: SIE Security ID: D69671218 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2020/21 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 4.00 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Roland Busch for Fiscal Year 2020/21 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Klaus Helmrich (until March 31, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Joe Kaeser (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2020/21 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2020/21 | Management | For | For |
| 3.6 | Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2020/21 | Management | For | For |
| 3.7 | Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2020/21 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2020/21 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2020/21 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2020/21 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Tobias Baeumler (from Oct. 16, 2020) for Fiscal Year 2020/21 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2020/21 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2020/21 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2020/21 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2020/21 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2020/21 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Nicola Leibinger-Kammueller (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2020/21 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2020/21 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2020/21 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2020/21 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2020/21 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2020/21 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2020/21 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2020/21 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Grazia Vittadini (from Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Werner Wenning (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4.21 | Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2020/21 | Management | For | For |
| 4.22 | Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2020/21 | Management | For | For |
| 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2021/22 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| SIEMENS AG Meeting Date: FEB 10, 2022 Record Date: JAN 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SIE Security ID: 826197501 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2020/21 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 4.00 per Share | Management | For | For |
| 3a | Approve Discharge of Management Board Member Roland Busch for Fiscal Year 2020/21 | Management | For | For |
| 3b | Approve Discharge of Management Board Member Klaus Helmrich (until March 31, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 3c | Approve Discharge of Management Board Member Joe Kaeser (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 3d | Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2020/21 | Management | For | For |
| 3e | Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2020/21 | Management | For | For |
| 3f | Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2020/21 | Management | For | For |
| 3g | Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2020/21 | Management | For | For |
| 4a | Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2020/21 | Management | For | For |
| 4b | Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2020/21 | Management | For | For |
| 4c | Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2020/21 | Management | For | For |
| 4d | Approve Discharge of Supervisory Board Member Tobias Baeumler (from Oct. 16, 2020) for Fiscal Year 2020/21 | Management | For | For |
| 4e | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2020/21 | Management | For | For |
| 4f | Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2020/21 | Management | For | For |
| 4g | Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2020/21 | Management | For | For |
| 4h | Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2020/21 | Management | For | For |
| 4i | Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2020/21 | Management | For | For |
| 4j | Approve Discharge of Supervisory Board Member Nicola Leibinger-Kammueller (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4k | Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2020/21 | Management | For | For |
| 4l | Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2020/21 | Management | For | For |
| 4m | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2020/21 | Management | For | For |
| 4n | Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2020/21 | Management | For | For |
| 4o | Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2020/21 | Management | For | For |
| 4p | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2020/21 | Management | For | For |
| 4q | Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2020/21 | Management | For | For |
| 4r | Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2020/21 | Management | For | For |
| 4s | Approve Discharge of Supervisory Board Member Grazia Vittadini (from Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4t | Approve Discharge of Supervisory Board Member Werner Wenning (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4u | Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2020/21 | Management | For | For |
| 4v | Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2020/21 | Management | For | For |
| 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2021/22 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Additional Proposals Presented at the Meeting | Shareholder | Against | Against |
| 8 | Additional Proposals Presented at the Meeting | Shareholder | Against | Against |
| A | Counter Motion A | Shareholder | Against | Against |
| B | Counter Motion B | Shareholder | Against | Against |
| C | Counter Motion C | Shareholder | Against | Against |
| D | Counter Motion D | Shareholder | Against | Against |
| E | Counter Motion E | Shareholder | Against | Against |
| F | Counter Motion F | Shareholder | Against | Against |
| G | Counter Motion | Shareholder | Against | Against |
| H | Counter Motion | Shareholder | Against | Against |
| I | Counter Motion | Shareholder | Against | Against |
| SONOCO PRODUCTS COMPANY Meeting Date: APR 20, 2022 Record Date: FEB 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SON Security ID: 835495102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Howard Coker | Management | For | For |
| 1.2 | Elect Director Pamela L. Davies | Management | For | For |
| 1.3 | Elect Director Theresa J. Drew | Management | For | For |
| 1.4 | Elect Director Philippe Guillemot | Management | For | For |
| 1.5 | Elect Director John R. Haley | Management | For | For |
| 1.6 | Elect Director Robert R. Hill, Jr. | Management | For | For |
| 1.7 | Elect Director Eleni Istavridis | Management | For | For |
| 1.8 | Elect Director Richard G. Kyle | Management | For | For |
| 1.9 | Elect Director Blythe J. McGarvie | Management | For | For |
| 1.10 | Elect Director James M. Micali | Management | For | For |
| 1.11 | Elect Director Sundaram Nagarajan | Management | For | For |
| 1.12 | Elect Director Thomas E. Whiddon | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| SPIRE, INC. Meeting Date: JAN 27, 2022 Record Date: NOV 30, 2021 Meeting Type: ANNUAL | ||||
| Ticker: SR Security ID: 84857L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carrie J. Hightman | Management | For | For |
| 1.2 | Elect Director Brenda D. Newberry | Management | For | For |
| 1.3 | Elect Director Suzanne Sitherwood | Management | For | For |
| 1.4 | Elect Director Mary Ann Van Lokeren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SPIRIT AEROSYSTEMS HOLDINGS, INC. Meeting Date: APR 27, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SPR Security ID: 848574109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen A. Cambone | Management | For | For |
| 1b | Elect Director Irene M. Esteves | Management | For | For |
| 1c | Elect Director William A. Fitzgerald | Management | For | For |
| 1d | Elect Director Paul E. Fulchino | Management | For | For |
| 1e | Elect Director Thomas C. Gentile, III | Management | For | For |
| 1f | Elect Director Robert D. Johnson | Management | For | For |
| 1g | Elect Director Ronald T. Kadish | Management | For | For |
| 1h | Elect Director John L. Plueger | Management | For | For |
| 1i | Elect Director James R. Ray, Jr. | Management | For | For |
| 1j | Elect Director Patrick M. Shanahan | Management | For | For |
| 1k | Elect Director Laura H. Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| SYSCO CORPORATION Meeting Date: NOV 19, 2021 Record Date: SEP 20, 2021 Meeting Type: ANNUAL | ||||
| Ticker: SYY Security ID: 871829107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director John M. Cassaday | Management | For | For |
| 1c | Elect Director Larry C. Glasscock | Management | For | For |
| 1d | Elect Director Bradley M. Halverson | Management | For | For |
| 1e | Elect Director John M. Hinshaw | Management | For | For |
| 1f | Elect Director Kevin P. Hourican | Management | For | For |
| 1g | Elect Director Hans-Joachim Koerber | Management | For | For |
| 1h | Elect Director Stephanie A. Lundquist | Management | For | For |
| 1i | Elect Director Edward D. Shirley | Management | For | For |
| 1j | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on GHG Emissions Reduction Targets | Shareholder | None | For |
| T. ROWE PRICE GROUP, INC. Meeting Date: MAY 10, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TROW Security ID: 74144T108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glenn R. August | Management | For | For |
| 1b | Elect Director Mark S. Bartlett | Management | For | For |
| 1c | Elect Director Mary K. Bush | Management | For | For |
| 1d | Elect Director Dina Dublon | Management | For | For |
| 1e | Elect Director Freeman A. Hrabowski, III | Management | For | For |
| 1f | Elect Director Robert F. MacLellan | Management | For | For |
| 1g | Elect Director Eileen P. Rominger | Management | For | For |
| 1h | Elect Director Robert W. Sharps | Management | For | For |
| 1i | Elect Director Robert J. Stevens | Management | For | For |
| 1j | Elect Director William J. Stromberg | Management | For | For |
| 1k | Elect Director Richard R. Verma | Management | For | For |
| 1l | Elect Director Sandra S. Wijnberg | Management | For | For |
| 1m | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| TAPESTRY, INC. Meeting Date: NOV 03, 2021 Record Date: SEP 07, 2021 Meeting Type: ANNUAL | ||||
| Ticker: TPR Security ID: 876030107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director Darrell Cavens | Management | For | For |
| 1c | Elect Director Joanne Crevoiserat | Management | For | For |
| 1d | Elect Director David Denton | Management | For | For |
| 1e | Elect Director Hanneke Faber | Management | For | For |
| 1f | Elect Director Anne Gates | Management | For | For |
| 1g | Elect Director Thomas Greco | Management | For | For |
| 1h | Elect Director Pamela Lifford | Management | For | For |
| 1i | Elect Director Annabelle Yu Long | Management | For | For |
| 1j | Elect Director Ivan Menezes | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| U.S. BANCORP Meeting Date: APR 19, 2022 Record Date: FEB 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: USB Security ID: 902973304 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warner L. Baxter | Management | For | For |
| 1b | Elect Director Dorothy J. Bridges | Management | For | For |
| 1c | Elect Director Elizabeth L. Buse | Management | For | For |
| 1d | Elect Director Andrew Cecere | Management | For | For |
| 1e | Elect Director Kimberly N. Ellison-Taylor | Management | For | For |
| 1f | Elect Director Kimberly J. Harris | Management | For | For |
| 1g | Elect Director Roland A. Hernandez | Management | For | For |
| 1h | Elect Director Olivia F. Kirtley | Management | For | For |
| 1i | Elect Director Richard P. McKenney | Management | For | For |
| 1j | Elect Director Yusuf I. Mehdi | Management | For | For |
| 1k | Elect Director John P. Wiehoff | Management | For | For |
| 1l | Elect Director Scott W. Wine | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VICI PROPERTIES INC. Meeting Date: OCT 29, 2021 Record Date: SEP 21, 2021 Meeting Type: SPECIAL | ||||
| Ticker: VICI Security ID: 925652109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| VICI PROPERTIES INC. Meeting Date: APR 27, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VICI Security ID: 925652109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
Equity Income
| AFLAC INCORPORATED Meeting Date: MAY 02, 2022 Record Date: FEB 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AFL Security ID: 001055102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel P. Amos | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Arthur R. Collins | Management | For | For |
| 1d | Elect Director Toshihiko Fukuzawa | Management | For | For |
| 1e | Elect Director Thomas J. Kenny | Management | For | For |
| 1f | Elect Director Georgette D. Kiser | Management | For | For |
| 1g | Elect Director Karole F. Lloyd | Management | For | For |
| 1h | Elect Director Nobuchika Mori | Management | For | For |
| 1i | Elect Director Joseph L. Moskowitz | Management | For | For |
| 1j | Elect Director Barbara K. Rimer | Management | For | For |
| 1k | Elect Director Katherine T. Rohrer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| AKZO NOBEL NV Meeting Date: APR 22, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AKZA Security ID: N01803308 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3.a | Adopt Financial Statements | Management | For | For |
| 3.b | Discuss on the Company's Dividend Policy | Management | None | None |
| 3.c | Approve Allocation of Income and Dividends | Management | For | For |
| 3.d | Approve Remuneration Report | Management | For | Against |
| 4.a | Approve Discharge of Management Board | Management | For | For |
| 4.b | Approve Discharge of Supervisory Board | Management | For | For |
| 5.a | Amend Remuneration Policy for Management Board | Management | For | For |
| 6.a | Reelect M.J. de Vries to Management Board | Management | For | For |
| 7.a | Elect E. Baiget to Supervisory Board | Management | For | For |
| 7.b | Elect H. van Bylen to Supervisory Board | Management | For | For |
| 7.c | Reelect N.S. Andersen to Supervisory Board | Management | For | For |
| 7.d | Reelect B.E. Grote to Supervisory Board | Management | For | For |
| 8.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 8.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 10 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 11 | Close Meeting | Management | None | None |
| AMCOR PLC Meeting Date: NOV 10, 2021 Record Date: SEP 15, 2021 Meeting Type: ANNUAL | ||||
| Ticker: AMCR Security ID: G0250X107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Graeme Liebelt | Management | For | For |
| 1b | Elect Director Armin Meyer | Management | For | For |
| 1c | Elect Director Ronald Delia | Management | For | For |
| 1d | Elect Director Achal Agarwal | Management | For | For |
| 1e | Elect Director Andrea Bertone | Management | For | For |
| 1f | Elect Director Susan Carter | Management | For | For |
| 1g | Elect Director Karen Guerra | Management | For | For |
| 1h | Elect Director Nicholas (Tom) Long | Management | For | For |
| 1i | Elect Director Arun Nayar | Management | For | For |
| 1j | Elect Director Jeremy Sutcliffe | Management | For | For |
| 1k | Elect Director David Szczupak | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERICAN TOWER CORPORATION Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMT Security ID: 03027X100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D.A. Reeve | Management | For | For |
| 1k | Elect Director David E. Sharbutt | Management | For | For |
| 1l | Elect Director Bruce L. Tanner | Management | For | For |
| 1m | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERIPRISE FINANCIAL, INC. Meeting Date: APR 27, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMP Security ID: 03076C106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James M. Cracchiolo | Management | For | For |
| 1b | Elect Director Dianne Neal Blixt | Management | For | For |
| 1c | Elect Director Amy DiGeso | Management | For | For |
| 1d | Elect Director Lon R. Greenberg | Management | For | For |
| 1e | Elect Director Robert F. Sharpe, Jr. | Management | For | For |
| 1f | Elect Director Brian T. Shea | Management | For | For |
| 1g | Elect Director W. Edward Walter, III | Management | For | For |
| 1h | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ATMOS ENERGY CORPORATION Meeting Date: FEB 09, 2022 Record Date: DEC 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ATO Security ID: 049560105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director J. Kevin Akers | Management | For | For |
| 1b | Elect Director Kim R. Cocklin | Management | For | For |
| 1c | Elect Director Kelly H. Compton | Management | For | For |
| 1d | Elect Director Sean Donohue | Management | For | For |
| 1e | Elect Director Rafael G. Garza | Management | For | For |
| 1f | Elect Director Richard K. Gordon | Management | For | For |
| 1g | Elect Director Nancy K. Quinn | Management | For | For |
| 1h | Elect Director Richard A. Sampson | Management | For | For |
| 1i | Elect Director Diana J. Walters | Management | For | For |
| 1j | Elect Director Frank Yoho | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AUTOMATIC DATA PROCESSING, INC. Meeting Date: NOV 10, 2021 Record Date: SEP 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ADP Security ID: 053015103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter Bisson | Management | For | For |
| 1b | Elect Director Richard T. Clark | Management | For | For |
| 1c | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1d | Elect Director John P. Jones | Management | For | For |
| 1e | Elect Director Francine S. Katsoudas | Management | For | For |
| 1f | Elect Director Nazzic S. Keene | Management | For | For |
| 1g | Elect Director Thomas J. Lynch | Management | For | For |
| 1h | Elect Director Scott F. Powers | Management | For | For |
| 1i | Elect Director William J. Ready | Management | For | For |
| 1j | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1k | Elect Director Sandra S. Wijnberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Workforce Engagement in Governance | Shareholder | Against | Against |
| BAKER HUGHES COMPANY Meeting Date: MAY 17, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BKR Security ID: 05722G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Geoffrey Beattie | Management | For | For |
| 1.2 | Elect Director Gregory D. Brenneman | Management | For | For |
| 1.3 | Elect Director Cynthia B. Carroll | Management | For | For |
| 1.4 | Elect Director Nelda J. Connors | Management | For | For |
| 1.5 | Elect Director Michael R. Dumais | Management | For | For |
| 1.6 | Elect Director Gregory L. Ebel | Management | For | For |
| 1.7 | Elect Director Lynn L. Elsenhans | Management | For | For |
| 1.8 | Elect Director John G. Rice | Management | For | For |
| 1.9 | Elect Director Lorenzo Simonelli | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| BECTON, DICKINSON AND COMPANY Meeting Date: JAN 25, 2022 Record Date: DEC 06, 2021 Meeting Type: ANNUAL | ||||
| Ticker: BDX Security ID: 075887109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.2 | Elect Director Carrie L. Byington | Management | For | For |
| 1.3 | Elect Director R. Andrew Eckert | Management | For | For |
| 1.4 | Elect Director Claire M. Fraser | Management | For | For |
| 1.5 | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1.6 | Elect Director Christopher Jones | Management | For | For |
| 1.7 | Elect Director Marshall O. Larsen | Management | For | For |
| 1.8 | Elect Director David F. Melcher | Management | For | For |
| 1.9 | Elect Director Thomas E. Polen | Management | For | For |
| 1.10 | Elect Director Claire Pomeroy | Management | For | For |
| 1.11 | Elect Director Timothy M. Ring | Management | For | For |
| 1.12 | Elect Director Bertram L. Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| BLACKROCK, INC. Meeting Date: MAY 25, 2022 Record Date: MAR 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BLK Security ID: 09247X101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bader M. Alsaad | Management | For | For |
| 1b | Elect Director Pamela Daley | Management | For | For |
| 1c | Elect Director Laurence D. Fink | Management | For | For |
| 1d | Elect Director Beth Ford | Management | For | For |
| 1e | Elect Director William E. Ford | Management | For | For |
| 1f | Elect Director Fabrizio Freda | Management | For | For |
| 1g | Elect Director Murry S. Gerber | Management | For | For |
| 1h | Elect Director Margaret "Peggy" L. Johnson | Management | For | For |
| 1i | Elect Director Robert S. Kapito | Management | For | For |
| 1j | Elect Director Cheryl D. Mills | Management | For | For |
| 1k | Elect Director Gordon M. Nixon | Management | For | For |
| 1l | Elect Director Kristin C. Peck | Management | For | For |
| 1m | Elect Director Charles H. Robbins | Management | For | For |
| 1n | Elect Director Marco Antonio Slim Domit | Management | For | For |
| 1o | Elect Director Hans E. Vestberg | Management | For | For |
| 1p | Elect Director Susan L. Wagner | Management | For | For |
| 1q | Elect Director Mark Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte LLP as Auditors | Management | For | For |
| 4 | Adopt Policies to Curtail Corporate Activities that Externalize Social and Environmental Costs | Shareholder | Against | Against |
| BRIDGESTONE CORP. Meeting Date: MAR 23, 2022 Record Date: DEC 31, 2021 Meeting Type: ANNUAL | ||||
| Ticker: 5108 Security ID: J04578126 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 85 | Management | For | For |
| 2 | Amend Articles to Disclose Shareholder Meeting Materials on Internet | Management | For | For |
| 3.1 | Elect Director Ishibashi, Shuichi | Management | For | For |
| 3.2 | Elect Director Higashi, Masahiro | Management | For | For |
| 3.3 | Elect Director Scott Trevor Davis | Management | For | For |
| 3.4 | Elect Director Okina, Yuri | Management | For | For |
| 3.5 | Elect Director Masuda, Kenichi | Management | For | For |
| 3.6 | Elect Director Yamamoto, Kenzo | Management | For | For |
| 3.7 | Elect Director Terui, Keiko | Management | For | For |
| 3.8 | Elect Director Sasa, Seiichi | Management | For | For |
| 3.9 | Elect Director Shiba, Yojiro | Management | For | For |
| 3.10 | Elect Director Suzuki, Yoko | Management | For | For |
| 3.11 | Elect Director Hara, Hideo | Management | For | For |
| 3.12 | Elect Director Yoshimi, Tsuyoshi | Management | For | For |
| CAPITOL FEDERAL FINANCIAL, INC. Meeting Date: JAN 25, 2022 Record Date: DEC 03, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CFFN Security ID: 14057J101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John B. Dicus | Management | For | For |
| 1.2 | Elect Director James G. Morris | Management | For | For |
| 1.3 | Elect Director Jeffrey R. Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CARDINAL HEALTH, INC. Meeting Date: NOV 05, 2021 Record Date: SEP 07, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CAH Security ID: 14149Y108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carrie S. Cox | Management | For | For |
| 1b | Elect Director Bruce L. Downey | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director David C. Evans | Management | For | For |
| 1e | Elect Director Patricia A. Hemingway Hall | Management | For | For |
| 1f | Elect Director Akhil Johri | Management | For | For |
| 1g | Elect Director Michael C. Kaufmann | Management | For | For |
| 1h | Elect Director Gregory B. Kenny | Management | For | For |
| 1i | Elect Director Nancy Killefer | Management | For | For |
| 1j | Elect Director Dean A. Scarborough | Management | For | For |
| 1k | Elect Director John H. Weiland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CHEVRON CORPORATION Meeting Date: MAY 25, 2022 Record Date: MAR 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CVX Security ID: 166764100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director Ronald D. Sugar | Management | For | For |
| 1k | Elect Director D. James Umpleby, III | Management | For | For |
| 1l | Elect Director Michael K. Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Adopt Medium and Long-Term GHG Emissions Reduction Targets | Shareholder | Against | For |
| 6 | Issue Audited Net-Zero Scenario Analysis Report | Shareholder | Against | For |
| 7 | Oversee and Report on Reliability of Methane Emission Disclosures | Shareholder | For | For |
| 8 | Report on Business with Conflict-Complicit Governments | Shareholder | Against | Against |
| 9 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 10 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| CHUBB LIMITED Meeting Date: NOV 03, 2021 Record Date: SEP 10, 2021 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify Share Repurchase Program | Management | For | For |
| 2 | Approve CHF 349,339,410 Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 3 | Transact Other Business (Voting) | Management | For | Against |
| CHUBB LIMITED Meeting Date: MAY 19, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | Against |
| 5.2 | Elect Director Michael P. Connors | Management | For | Against |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Sheila P. Burke | Management | For | For |
| 5.6 | Elect Director Mary Cirillo | Management | For | Against |
| 5.7 | Elect Director Robert J. Hugin | Management | For | For |
| 5.8 | Elect Director Robert W. Scully | Management | For | For |
| 5.9 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.10 | Elect Director David H. Sidwell | Management | For | For |
| 5.11 | Elect Director Olivier Steimer | Management | For | For |
| 5.12 | Elect Director Luis Tellez | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | Against |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect Mary Cirillo as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9 | Approve Creation of Authorized Capital With or Without Preemptive Rights | Management | For | For |
| 10 | Approve CHF 318,275,265 Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 4.8 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 54 Million for Fiscal 2023 | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Adopt and Disclose Policies to Ensure Underwriting Does Not Support New Fossil Fuel Supplies | Shareholder | Against | For |
| 14 | Report on Efforts to Reduce GHG Emissions Associated with Underwriting, Insuring, and Investing | Shareholder | Against | For |
| CISCO SYSTEMS, INC. Meeting Date: DEC 13, 2021 Record Date: OCT 15, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CSCO Security ID: 17275R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Charles H. Robbins | Management | For | For |
| 1i | Elect Director Brenton L. Saunders | Management | For | For |
| 1j | Elect Director Lisa T. Su | Management | For | For |
| 1k | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | Against |
| COLGATE-PALMOLIVE COMPANY Meeting Date: MAY 06, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CL Security ID: 194162103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director John T. Cahill | Management | For | For |
| 1c | Elect Director Lisa M. Edwards | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Martina Hund-Mejean | Management | For | For |
| 1f | Elect Director Kimberly A. Nelson | Management | For | For |
| 1g | Elect Director Lorrie M. Norrington | Management | For | For |
| 1h | Elect Director Michael B. Polk | Management | For | For |
| 1i | Elect Director Stephen I. Sadove | Management | For | For |
| 1j | Elect Director Noel R. Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 5 | Report on Charitable Contributions | Shareholder | Against | Against |
| COMCAST CORPORATION Meeting Date: JUN 01, 2022 Record Date: APR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CMCSA Security ID: 20030N101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Madeline S. Bell | Management | For | For |
| 1.3 | Elect Director Edward D. Breen | Management | For | For |
| 1.4 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.5 | Elect Director Jeffrey A. Honickman | Management | For | For |
| 1.6 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.7 | Elect Director Asuka Nakahara | Management | For | For |
| 1.8 | Elect Director David C. Novak | Management | For | For |
| 1.9 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Charitable Contributions | Shareholder | Against | Against |
| 5 | Oversee and Report a Racial Equity Audit | Shareholder | Against | For |
| 6 | Report on Omitting Viewpoint and Ideology from EEO Policy | Shareholder | Against | Against |
| 7 | Conduct Audit and Report on Effectiveness of Sexual Harassment Policies | Shareholder | Against | For |
| 8 | Report on Retirement Plan Options Aligned with Company Climate Goals | Shareholder | Against | For |
| COMMERCE BANCSHARES, INC. Meeting Date: APR 20, 2022 Record Date: FEB 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CBSH Security ID: 200525103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl H. Devanny, III | Management | For | For |
| 1.2 | Elect Director June McAllister Fowler | Management | For | For |
| 1.3 | Elect Director Benjamin F. Rassieur, III | Management | For | For |
| 1.4 | Elect Director Todd R. Schnuck | Management | For | For |
| 1.5 | Elect Director Christine B. Taylor-Broughton | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CORNING INCORPORATED Meeting Date: APR 28, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GLW Security ID: 219350105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald W. Blair | Management | For | For |
| 1b | Elect Director Leslie A. Brun | Management | For | For |
| 1c | Elect Director Stephanie A. Burns | Management | For | For |
| 1d | Elect Director Richard T. Clark | Management | For | For |
| 1e | Elect Director Pamela J. Craig | Management | For | For |
| 1f | Elect Director Robert F. Cummings, Jr. | Management | For | For |
| 1g | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1h | Elect Director Deborah A. Henretta | Management | For | For |
| 1i | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1j | Elect Director Kurt M. Landgraf | Management | For | For |
| 1k | Elect Director Kevin J. Martin | Management | For | For |
| 1l | Elect Director Deborah D. Rieman | Management | For | For |
| 1m | Elect Director Hansel E. Tookes, II | Management | For | For |
| 1n | Elect Director Wendell P. Weeks | Management | For | For |
| 1o | Elect Director Mark S. Wrighton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DEUTSCHE TELEKOM AG Meeting Date: APR 07, 2022 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: DTE Security ID: D2035M136 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2021 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.64 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2021 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2021 | Management | For | For |
| 5 | Ratify Deloitte GmbH as Auditors for Fiscal Year 2022 and for the Review of the Interim Financial Statements for Fiscal Year 2022 and First Quarter of Fiscal Year 2023 | Management | For | For |
| 6.1 | Elect Frank Appel to the Supervisory Board | Management | For | For |
| 6.2 | Elect Katja Hessel to the Supervisory Board | Management | For | For |
| 6.3 | Elect Dagmar Kollmann to the Supervisory Board | Management | For | For |
| 6.4 | Elect Stefan Wintels to the Supervisory Board | Management | For | For |
| 7 | Approve Creation of EUR 3.8 Billion Pool of Authorized Capital with or without Exclusion of Preemptive Rights | Management | For | For |
| 8 | Approve Remuneration Policy | Management | For | For |
| 9 | Approve Remuneration of Supervisory Board | Management | For | For |
| 10 | Approve Remuneration Report | Management | For | For |
| DUKE ENERGY CORPORATION Meeting Date: MAY 05, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DUK Security ID: 26441C204 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Derrick Burks | Management | For | For |
| 1.2 | Elect Director Annette K. Clayton | Management | For | For |
| 1.3 | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1.4 | Elect Director Robert M. Davis | Management | For | For |
| 1.5 | Elect Director Caroline Dorsa | Management | For | For |
| 1.6 | Elect Director W. Roy Dunbar | Management | For | For |
| 1.7 | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1.8 | Elect Director Lynn J. Good | Management | For | For |
| 1.9 | Elect Director John T. Herron | Management | For | For |
| 1.10 | Elect Director Idalene F. Kesner | Management | For | For |
| 1.11 | Elect Director E. Marie McKee | Management | For | For |
| 1.12 | Elect Director Michael J. Pacilio | Management | For | For |
| 1.13 | Elect Director Thomas E. Skains | Management | For | For |
| 1.14 | Elect Director William E. Webster, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| ELECTROLUX AB Meeting Date: AUG 27, 2021 Record Date: AUG 19, 2021 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: ELUX.B Security ID: W24713120 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | For |
| 2.1 | Designate Oskar Borjesson as Inspector of Minutes of Meeting | Management | For | For |
| 2.2 | Designate Charlotte Munthe as Inspector of Minutes of Meeting | Management | For | For |
| 3 | Prepare and Approve List of Shareholders | Management | For | For |
| 4 | Approve Agenda of Meeting | Management | For | For |
| 5 | Acknowledge Proper Convening of Meeting | Management | For | For |
| 6 | Approve 2:1 Stock Split; Reduction of Share Capital Through Redemption of Shares; Increase of Share Capital through a Bonus Issue without the Issuance of New Shares | Management | For | For |
| EMERSON ELECTRIC CO. Meeting Date: FEB 01, 2022 Record Date: NOV 23, 2021 Meeting Type: ANNUAL | ||||
| Ticker: EMR Security ID: 291011104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joshua B. Bolten | Management | For | For |
| 1.2 | Elect Director William H. Easter, III | Management | For | For |
| 1.3 | Elect Director Surendralal (Lal) L. Karsanbhai | Management | For | For |
| 1.4 | Elect Director Lori M. Lee | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EQUINIX, INC. Meeting Date: MAY 25, 2022 Record Date: APR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EQIX Security ID: 29444U700 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nanci Caldwell | Management | For | For |
| 1.2 | Elect Director Adaire Fox-Martin | Management | For | For |
| 1.3 | Elect Director Ron Guerrier | Management | For | For |
| 1.4 | Elect Director Gary Hromadko | Management | For | For |
| 1.5 | Elect Director Irving Lyons, III | Management | For | For |
| 1.6 | Elect Director Charles Meyers | Management | For | For |
| 1.7 | Elect Director Christopher Paisley | Management | For | For |
| 1.8 | Elect Director Sandra Rivera | Management | For | For |
| 1.9 | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| EVERGY, INC. Meeting Date: MAY 03, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EVRG Security ID: 30034W106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director David A. Campbell | Management | For | For |
| 1B | Elect Director Thomas D. Hyde | Management | For | For |
| 1C | Elect Director B. Anthony Isaac | Management | For | For |
| 1D | Elect Director Paul M. Keglevic | Management | For | For |
| 1E | Elect Director Mary L. Landrieu | Management | For | For |
| 1F | Elect Director Sandra A.J. Lawrence | Management | For | For |
| 1G | Elect Director Ann D. Murtlow | Management | For | For |
| 1H | Elect Director Sandra J. Price | Management | For | For |
| 1I | Elect Director Mark A. Ruelle | Management | For | For |
| 1J | Elect Director James Scarola | Management | For | For |
| 1K | Elect Director S. Carl Soderstrom, Jr. | Management | For | For |
| 1L | Elect Director C. John Wilder | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EVERSOURCE ENERGY Meeting Date: MAY 04, 2022 Record Date: MAR 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ES Security ID: 30040W108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cotton M. Cleveland | Management | For | For |
| 1.2 | Elect Director James S. DiStasio | Management | For | For |
| 1.3 | Elect Director Francis A. Doyle | Management | For | For |
| 1.4 | Elect Director Linda Dorcena Forry | Management | For | For |
| 1.5 | Elect Director Gregory M. Jones | Management | For | For |
| 1.6 | Elect Director James J. Judge | Management | For | For |
| 1.7 | Elect Director John Y. Kim | Management | For | For |
| 1.8 | Elect Director Kenneth R. Leibler | Management | For | For |
| 1.9 | Elect Director David H. Long | Management | For | For |
| 1.10 | Elect Director Joseph R. Nolan, Jr. | Management | For | For |
| 1.11 | Elect Director William C. Van Faasen | Management | For | For |
| 1.12 | Elect Director Frederica M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EXXON MOBIL CORPORATION Meeting Date: MAY 25, 2022 Record Date: APR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: XOM Security ID: 30231G102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Ursula M. Burns | Management | For | For |
| 1.5 | Elect Director Gregory J. Goff | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.11 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Remove Executive Perquisites | Shareholder | Against | For |
| 5 | Amend Bylaws to Limit Shareholder Rights for Proposal Submission | Shareholder | Against | Against |
| 6 | Set GHG Emissions Reduction targets Consistent With Paris Agreement Goal | Shareholder | Against | Against |
| 7 | Report on Low Carbon Business Planning | Shareholder | Against | Against |
| 8 | Report on Scenario Analysis Consistent with International Energy Agency's Net Zero by 2050 | Shareholder | Against | Against |
| 9 | Report on Reducing Plastic Pollution | Shareholder | Against | For |
| 10 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| HUBBELL INCORPORATED Meeting Date: MAY 03, 2022 Record Date: MAR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HUBB Security ID: 443510607 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gerben W. Bakker | Management | For | For |
| 1.2 | Elect Director Carlos M. Cardoso | Management | For | For |
| 1.3 | Elect Director Anthony J. Guzzi | Management | For | For |
| 1.4 | Elect Director Rhett A. Hernandez | Management | For | For |
| 1.5 | Elect Director Neal J. Keating | Management | For | For |
| 1.6 | Elect Director Bonnie C. Lind | Management | For | For |
| 1.7 | Elect Director John F. Malloy | Management | For | For |
| 1.8 | Elect Director Jennifer M. Pollino | Management | For | For |
| 1.9 | Elect Director John G. Russell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JOHNSON & JOHNSON Meeting Date: APR 28, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JNJ Security ID: 478160104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Ian E. L. Davis | Management | For | For |
| 1e | Elect Director Jennifer A. Doudna | Management | For | For |
| 1f | Elect Director Joaquin Duato | Management | For | For |
| 1g | Elect Director Alex Gorsky | Management | For | For |
| 1h | Elect Director Marillyn A. Hewson | Management | For | For |
| 1i | Elect Director Hubert Joly | Management | For | For |
| 1j | Elect Director Mark B. McClellan | Management | For | For |
| 1k | Elect Director Anne M. Mulcahy | Management | For | For |
| 1l | Elect Director A. Eugene Washington | Management | For | For |
| 1m | Elect Director Mark A. Weinberger | Management | For | For |
| 1n | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Mandatory Arbitration Bylaw *Withdrawn Resolution* | Shareholder | None | None |
| 6 | Report on a Civil Rights, Equity, Diversity and Inclusion Audit | Shareholder | Against | Against |
| 7 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics | Shareholder | Against | Against |
| 9 | Report on Public Health Costs of Limited Sharing of Vaccine Technology | Shareholder | Against | Against |
| 10 | Discontinue Global Sales of Baby Powder Containing Talc | Shareholder | Against | Against |
| 11 | Report on Charitable Contributions | Shareholder | Against | Against |
| 12 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 13 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | For |
| 14 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| JPMORGAN CHASE & CO. Meeting Date: MAY 17, 2022 Record Date: MAR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JPM Security ID: 46625H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director James Dimon | Management | For | For |
| 1f | Elect Director Timothy P. Flynn | Management | For | For |
| 1g | Elect Director Mellody Hobson | Management | For | For |
| 1h | Elect Director Michael A. Neal | Management | For | For |
| 1i | Elect Director Phebe N. Novakovic | Management | For | For |
| 1j | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Adopt Fossil Fuel Financing Policy Consistent with IEA's Net Zero 2050 Scenario | Shareholder | Against | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Disclose Director Skills and Qualifications Including Ideological Perspectives | Shareholder | Against | Against |
| 8 | Amend Certificate of Incorporation to Become a Public Benefit Corporation | Shareholder | Against | Against |
| 9 | Report on Absolute Targets for Financed GHG Emissions in Line with Net Zero Commitments | Shareholder | Against | Against |
| KONINKLIJKE AHOLD DELHAIZE NV Meeting Date: APR 13, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AD Security ID: N0074E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 4 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Dividends | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Discharge of Management Board | Management | For | For |
| 8 | Approve Discharge of Supervisory Board | Management | For | For |
| 9 | Reelect Bill McEwan to Supervisory Board | Management | For | For |
| 10 | Reelect Rene Hooft Graafland to Supervisory Board | Management | For | For |
| 11 | Reelect Pauline Van der Meer Mohr to Supervisory Board | Management | For | For |
| 12 | Reelect Wouter Kolk to Management Board | Management | For | For |
| 13 | Adopt Amended Remuneration Policy for Management Board | Management | For | For |
| 14 | Adopt Amended Remuneration Policy for Supervisory Board | Management | For | For |
| 15 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors for Financial Year 2022 | Management | For | For |
| 16 | Ratify KPMG Accountants N.V. as Auditors for Financial Year 2023 | Management | For | For |
| 17 | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 18 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 19 | Authorize Board to Acquire Common Shares | Management | For | For |
| 20 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 21 | Close Meeting | Management | None | None |
| LINDE PLC Meeting Date: JUL 26, 2021 Record Date: JUL 24, 2021 Meeting Type: ANNUAL | ||||
| Ticker: LIN Security ID: G5494J103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wolfgang H. Reitzle | Management | For | For |
| 1b | Elect Director Stephen F. Angel | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Clemens A. H. Borsig | Management | For | For |
| 1e | Elect Director Nance K. Dicciani | Management | For | For |
| 1f | Elect Director Thomas Enders | Management | For | For |
| 1g | Elect Director Franz Fehrenbach | Management | For | For |
| 1h | Elect Director Edward G. Galante | Management | For | For |
| 1i | Elect Director Larry D. McVay | Management | For | For |
| 1j | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1k | Elect Director Martin H. Richenhagen | Management | For | For |
| 1l | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Policy | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Approve Omnibus Stock Plan | Management | For | Against |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| MARSH & MCLENNAN COMPANIES, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MMC Security ID: 571748102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1c | Elect Director Oscar Fanjul | Management | For | For |
| 1d | Elect Director Daniel S. Glaser | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Tamara Ingram | Management | For | For |
| 1h | Elect Director Jane H. Lute | Management | For | For |
| 1i | Elect Director Steven A. Mills | Management | For | For |
| 1j | Elect Director Bruce P. Nolop | Management | For | For |
| 1k | Elect Director Morton O. Schapiro | Management | For | For |
| 1l | Elect Director Lloyd M. Yates | Management | For | For |
| 1m | Elect Director R. David Yost | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| MEDTRONIC PLC Meeting Date: DEC 09, 2021 Record Date: OCT 14, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MDT Security ID: G5960L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Anderson | Management | For | For |
| 1b | Elect Director Craig Arnold | Management | For | For |
| 1c | Elect Director Scott C. Donnelly | Management | For | For |
| 1d | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1e | Elect Director Randall J. Hogan, III | Management | For | For |
| 1f | Elect Director Kevin E. Lofton | Management | For | For |
| 1g | Elect Director Geoffrey S. Martha | Management | For | For |
| 1h | Elect Director Elizabeth G. Nabel | Management | For | For |
| 1i | Elect Director Denise M. O'Leary | Management | For | For |
| 1j | Elect Director Kendall J. Powell | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| 6 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 7 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 8 | Authorize Overseas Market Purchases of Ordinary Shares | Management | For | For |
| MERCK & CO., INC. Meeting Date: MAY 24, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MRK Security ID: 58933Y105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Kenneth C. Frazier | Management | For | For |
| 1f | Elect Director Thomas H. Glocer | Management | For | For |
| 1g | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1h | Elect Director Stephen L. Mayo | Management | For | For |
| 1i | Elect Director Paul B. Rothman | Management | For | For |
| 1j | Elect Director Patricia F. Russo | Management | For | For |
| 1k | Elect Director Christine E. Seidman | Management | For | For |
| 1l | Elect Director Inge G. Thulin | Management | For | For |
| 1m | Elect Director Kathy J. Warden | Management | For | For |
| 1n | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| METLIFE, INC. Meeting Date: JUN 21, 2022 Record Date: APR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MET Security ID: 59156R108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl W. Grise | Management | For | For |
| 1b | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1c | Elect Director Carla A. Harris | Management | For | For |
| 1d | Elect Director Gerald L. Hassell | Management | For | For |
| 1e | Elect Director David L. Herzog | Management | For | For |
| 1f | Elect Director R. Glenn Hubbard | Management | For | For |
| 1g | Elect Director Edward J. Kelly, III | Management | For | For |
| 1h | Elect Director William E. Kennard | Management | For | For |
| 1i | Elect Director Michel A. Khalaf | Management | For | For |
| 1j | Elect Director Catherine R. Kinney | Management | For | For |
| 1k | Elect Director Diana L. McKenzie | Management | For | For |
| 1l | Elect Director Denise M. Morrison | Management | For | For |
| 1m | Elect Director Mark A. Weinberger | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MICROSOFT CORPORATION Meeting Date: NOV 30, 2021 Record Date: SEP 30, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MSFT Security ID: 594918104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| 6 | Report on Effectiveness of Workplace Sexual Harassment Policies | Shareholder | Against | Against |
| 7 | Prohibit Sales of Facial Recognition Technology to All Government Entities | Shareholder | Against | For |
| 8 | Report on Implementation of the Fair Chance Business Pledge | Shareholder | Against | For |
| 9 | Report on Lobbying Activities Alignment with Company Policies | Shareholder | Against | Against |
| MONDELEZ INTERNATIONAL, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MDLZ Security ID: 609207105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lewis W.K. Booth | Management | For | For |
| 1b | Elect Director Charles E. Bunch | Management | For | For |
| 1c | Elect Director Ertharin Cousin | Management | For | For |
| 1d | Elect Director Lois D. Juliber | Management | For | For |
| 1e | Elect Director Jorge S. Mesquita | Management | For | For |
| 1f | Elect Director Jane Hamilton Nielsen | Management | For | For |
| 1g | Elect Director Christiana S. Shi | Management | For | For |
| 1h | Elect Director Patrick T. Siewert | Management | For | For |
| 1i | Elect Director Michael A. Todman | Management | For | For |
| 1j | Elect Director Dirk Van de Put | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| NESTLE SA Meeting Date: APR 07, 2022 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: NESN Security ID: H57312649 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 1.2 | Approve Remuneration Report | Management | For | For |
| 2 | Approve Discharge of Board and Senior Management | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of CHF 2.80 per Share | Management | For | For |
| 4.1.a | Reelect Paul Bulcke as Director and Board Chairman | Management | For | Against |
| 4.1.b | Reelect Ulf Schneider as Director | Management | For | For |
| 4.1.c | Reelect Henri de Castries as Director | Management | For | For |
| 4.1.d | Reelect Renato Fassbind as Director | Management | For | For |
| 4.1.e | Reelect Pablo Isla as Director | Management | For | For |
| 4.1.f | Reelect Eva Cheng as Director | Management | For | For |
| 4.1.g | Reelect Patrick Aebischer as Director | Management | For | For |
| 4.1.h | Reelect Kimberly Ross as Director | Management | For | For |
| 4.1.i | Reelect Dick Boer as Director | Management | For | For |
| 4.1.j | Reelect Dinesh Paliwal as Director | Management | For | For |
| 4.1.k | Reelect Hanne Jimenez de Mora as Director | Management | For | For |
| 4.1.l | Reelect Lindiwe Sibanda as Director | Management | For | For |
| 4.2.1 | Elect Chris Leong as Director | Management | For | For |
| 4.2.2 | Elect Luca Maestri as Director | Management | For | For |
| 4.3.1 | Appoint Pablo Isla as Member of the Compensation Committee | Management | For | For |
| 4.3.2 | Appoint Patrick Aebischer as Member of the Compensation Committee | Management | For | For |
| 4.3.3 | Appoint Dick Boer as Member of the Compensation Committee | Management | For | For |
| 4.3.4 | Appoint Dinesh Paliwal as Member of the Compensation Committee | Management | For | For |
| 4.4 | Ratify Ernst & Young AG as Auditors | Management | For | For |
| 4.5 | Designate Hartmann Dreyer as Independent Proxy | Management | For | For |
| 5.1 | Approve Remuneration of Directors in the Amount of CHF 10 Million | Management | For | For |
| 5.2 | Approve Remuneration of Executive Committee in the Amount of CHF 68 Million | Management | For | For |
| 6 | Approve CHF 6.5 Million Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares | Management | For | For |
| 7 | Transact Other Business (Voting) | Management | Against | Against |
| NORFOLK SOUTHERN CORPORATION Meeting Date: MAY 12, 2022 Record Date: MAR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NSC Security ID: 655844108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas D. Bell, Jr. | Management | For | For |
| 1.2 | Elect Director Mitchell E. Daniels, Jr. | Management | For | For |
| 1.3 | Elect Director Marcela E. Donadio | Management | For | For |
| 1.4 | Elect Director John C. Huffard, Jr. | Management | For | For |
| 1.5 | Elect Director Christopher T. Jones | Management | For | For |
| 1.6 | Elect Director Thomas C. Kelleher | Management | For | For |
| 1.7 | Elect Director Steven F. Leer | Management | For | For |
| 1.8 | Elect Director Michael D. Lockhart | Management | For | For |
| 1.9 | Elect Director Amy E. Miles | Management | For | For |
| 1.10 | Elect Director Claude Mongeau | Management | For | For |
| 1.11 | Elect Director Jennifer F. Scanlon | Management | For | For |
| 1.12 | Elect Director Alan H. Shaw | Management | For | For |
| 1.13 | Elect Director James A. Squires | Management | For | For |
| 1.14 | Elect Director John R. Thompson | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| NORTHERN TRUST CORPORATION Meeting Date: APR 26, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NTRS Security ID: 665859104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Walker Bynoe | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Dean M. Harrison | Management | For | For |
| 1d | Elect Director Jay L. Henderson | Management | For | For |
| 1e | Elect Director Marcy S. Klevorn | Management | For | For |
| 1f | Elect Director Siddharth N. "Bobby" Mehta | Management | For | For |
| 1g | Elect Director Michael G. O'Grady | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Martin P. Slark | Management | For | For |
| 1j | Elect Director David H. B. Smith, Jr. | Management | For | For |
| 1k | Elect Director Donald Thompson | Management | For | For |
| 1l | Elect Director Charles A. Tribbett, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| ONE GAS, INC. Meeting Date: MAY 26, 2022 Record Date: MAR 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: OGS Security ID: 68235P108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert B. Evans | Management | For | For |
| 1.2 | Elect Director John W. Gibson | Management | For | For |
| 1.3 | Elect Director Tracy E. Hart | Management | For | For |
| 1.4 | Elect Director Michael G. Hutchinson | Management | For | For |
| 1.5 | Elect Director Robert S. McAnnally | Management | For | For |
| 1.6 | Elect Director Pattye L. Moore | Management | For | For |
| 1.7 | Elect Director Eduardo A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Douglas H. Yaeger | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ORACLE CORPORATION Meeting Date: NOV 10, 2021 Record Date: SEP 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ORCL Security ID: 68389X105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Berg | Management | For | Withhold |
| 1.2 | Elect Director Michael J. Boskin | Management | For | For |
| 1.3 | Elect Director Safra A. Catz | Management | For | For |
| 1.4 | Elect Director Bruce R. Chizen | Management | For | Withhold |
| 1.5 | Elect Director George H. Conrades | Management | For | Withhold |
| 1.6 | Elect Director Lawrence J. Ellison | Management | For | For |
| 1.7 | Elect Director Rona A. Fairhead | Management | For | For |
| 1.8 | Elect Director Jeffrey O. Henley | Management | For | For |
| 1.9 | Elect Director Renee J. James | Management | For | For |
| 1.10 | Elect Director Charles W. Moorman, IV | Management | For | Withhold |
| 1.11 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.12 | Elect Director William G. Parrett | Management | For | Withhold |
| 1.13 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 1.14 | Elect Director Vishal Sikka | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Racial Equity Audit | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Report on Political Contributions | Shareholder | Against | Against |
| PACCAR INC Meeting Date: APR 26, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PCAR Security ID: 693718108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark C. Pigott | Management | For | For |
| 1.2 | Elect Director Dame Alison J. Carnwath | Management | For | For |
| 1.3 | Elect Director Franklin L. Feder | Management | For | For |
| 1.4 | Elect Director R. Preston Feight | Management | For | For |
| 1.5 | Elect Director Beth E. Ford | Management | For | For |
| 1.6 | Elect Director Kirk S. Hachigian | Management | For | For |
| 1.7 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.8 | Elect Director John M. Pigott | Management | For | For |
| 1.9 | Elect Director Ganesh Ramaswamy | Management | For | For |
| 1.10 | Elect Director Mark A. Schulz | Management | For | For |
| 1.11 | Elect Director Gregory M. E. Spierkel | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirements | Management | For | For |
| 3 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| PACKAGING CORPORATION OF AMERICA Meeting Date: MAY 17, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PKG Security ID: 695156109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cheryl K. Beebe | Management | For | For |
| 1.2 | Elect Director Duane C. Farrington | Management | For | For |
| 1.3 | Elect Director Donna A. Harman | Management | For | For |
| 1.4 | Elect Director Mark W. Kowlzan | Management | For | For |
| 1.5 | Elect Director Robert C. Lyons | Management | For | For |
| 1.6 | Elect Director Thomas P. Maurer | Management | For | For |
| 1.7 | Elect Director Samuel M. Mencoff | Management | For | For |
| 1.8 | Elect Director Roger B. Porter | Management | For | For |
| 1.9 | Elect Director Thomas S. Souleles | Management | For | For |
| 1.10 | Elect Director Paul T. Stecko | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PEPSICO, INC. Meeting Date: MAY 04, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PEP Security ID: 713448108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Segun Agbaje | Management | For | For |
| 1b | Elect Director Shona L. Brown | Management | For | For |
| 1c | Elect Director Cesar Conde | Management | For | For |
| 1d | Elect Director Ian Cook | Management | For | For |
| 1e | Elect Director Edith W. Cooper | Management | For | For |
| 1f | Elect Director Dina Dublon | Management | For | For |
| 1g | Elect Director Michelle Gass | Management | For | For |
| 1h | Elect Director Ramon L. Laguarta | Management | For | For |
| 1i | Elect Director Dave Lewis | Management | For | For |
| 1j | Elect Director David C. Page | Management | For | For |
| 1k | Elect Director Robert C. Pohlad | Management | For | For |
| 1l | Elect Director Daniel Vasella | Management | For | For |
| 1m | Elect Director Darren Walker | Management | For | For |
| 1n | Elect Director Alberto Weisser | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Global Public Policy and Political Influence | Shareholder | Against | For |
| 6 | Report on Public Health Costs of Food and Beverages Products | Shareholder | Against | Against |
| QUEST DIAGNOSTICS INCORPORATED Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DGX Security ID: 74834L100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tracey C. Doi | Management | For | For |
| 1.2 | Elect Director Vicky B. Gregg | Management | For | For |
| 1.3 | Elect Director Wright L. Lassiter, III | Management | For | For |
| 1.4 | Elect Director Timothy L. Main | Management | For | For |
| 1.5 | Elect Director Denise M. Morrison | Management | For | For |
| 1.6 | Elect Director Gary M. Pfeiffer | Management | For | For |
| 1.7 | Elect Director Timothy M. Ring | Management | For | For |
| 1.8 | Elect Director Stephen H. Rusckowski | Management | For | For |
| 1.9 | Elect Director Gail R. Wilensky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| RAYTHEON TECHNOLOGIES CORPORATION Meeting Date: APR 25, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RTX Security ID: 75513E101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1c | Elect Director Gregory J. Hayes | Management | For | For |
| 1d | Elect Director George R. Oliver | Management | For | For |
| 1e | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1f | Elect Director Margaret L. O'Sullivan | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Reduce Supermajority Vote Requirement | Management | For | For |
| REPUBLIC SERVICES, INC. Meeting Date: MAY 16, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RSG Security ID: 760759100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Manuel Kadre | Management | For | For |
| 1b | Elect Director Tomago Collins | Management | For | For |
| 1c | Elect Director Michael A. Duffy | Management | For | For |
| 1d | Elect Director Thomas W. Handley | Management | For | For |
| 1e | Elect Director Jennifer M. Kirk | Management | For | For |
| 1f | Elect Director Michael Larson | Management | For | For |
| 1g | Elect Director Kim S. Pegula | Management | For | For |
| 1h | Elect Director James P. Snee | Management | For | For |
| 1i | Elect Director Brian S. Tyler | Management | For | For |
| 1j | Elect Director Jon Vander Ark | Management | For | For |
| 1k | Elect Director Sandra M. Volpe | Management | For | For |
| 1l | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Senior Executive Compensation Clawback Policy | Shareholder | Against | For |
| 5 | Report on Third-Party Environmental Justice Audit | Shareholder | Against | For |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | For |
| SPIRE, INC. Meeting Date: JAN 27, 2022 Record Date: NOV 30, 2021 Meeting Type: ANNUAL | ||||
| Ticker: SR Security ID: 84857L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carrie J. Hightman | Management | For | For |
| 1.2 | Elect Director Brenda D. Newberry | Management | For | For |
| 1.3 | Elect Director Suzanne Sitherwood | Management | For | For |
| 1.4 | Elect Director Mary Ann Van Lokeren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| T. ROWE PRICE GROUP, INC. Meeting Date: MAY 10, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TROW Security ID: 74144T108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glenn R. August | Management | For | For |
| 1b | Elect Director Mark S. Bartlett | Management | For | For |
| 1c | Elect Director Mary K. Bush | Management | For | For |
| 1d | Elect Director Dina Dublon | Management | For | For |
| 1e | Elect Director Freeman A. Hrabowski, III | Management | For | For |
| 1f | Elect Director Robert F. MacLellan | Management | For | For |
| 1g | Elect Director Eileen P. Rominger | Management | For | For |
| 1h | Elect Director Robert W. Sharps | Management | For | For |
| 1i | Elect Director Robert J. Stevens | Management | For | For |
| 1j | Elect Director William J. Stromberg | Management | For | For |
| 1k | Elect Director Richard R. Verma | Management | For | For |
| 1l | Elect Director Sandra S. Wijnberg | Management | For | For |
| 1m | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| TEXAS INSTRUMENTS INCORPORATED Meeting Date: APR 28, 2022 Record Date: MAR 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TXN Security ID: 882508104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Jean M. Hobby | Management | For | For |
| 1g | Elect Director Michael D. Hsu | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| THE ALLSTATE CORPORATION Meeting Date: MAY 24, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ALL Security ID: 020002101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald E. Brown | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Richard T. Hume | Management | For | For |
| 1d | Elect Director Margaret M. Keane | Management | For | For |
| 1e | Elect Director Siddharth N. (Bobby) Mehta | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director Andrea Redmond | Management | For | For |
| 1h | Elect Director Gregg M. Sherrill | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Perry M. Traquina | Management | For | For |
| 1k | Elect Director Thomas J. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE BANK OF NEW YORK MELLON CORPORATION Meeting Date: APR 12, 2022 Record Date: FEB 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BK Security ID: 064058100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Z. Cook | Management | For | For |
| 1b | Elect Director Joseph J. Echevarria | Management | For | For |
| 1c | Elect Director Thomas P. 'Todd' Gibbons | Management | For | For |
| 1d | Elect Director M. Amy Gilliland | Management | For | For |
| 1e | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1f | Elect Director K. Guru Gowrappan | Management | For | For |
| 1g | Elect Director Ralph Izzo | Management | For | For |
| 1h | Elect Director Sandra E. 'Sandie' O'Connor | Management | For | For |
| 1i | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1j | Elect Director Frederick O. Terrell | Management | For | For |
| 1k | Elect Director Alfred W. "Al" Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HIG Security ID: 416515104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry D. De Shon | Management | For | For |
| 1b | Elect Director Carlos Dominguez | Management | For | For |
| 1c | Elect Director Trevor Fetter | Management | For | For |
| 1d | Elect Director Donna James | Management | For | For |
| 1e | Elect Director Kathryn A. Mikells | Management | For | For |
| 1f | Elect Director Teresa W. Roseborough | Management | For | For |
| 1g | Elect Director Virginia P. Ruesterholz | Management | For | For |
| 1h | Elect Director Christopher J. Swift | Management | For | For |
| 1i | Elect Director Matthew E. Winter | Management | For | For |
| 1j | Elect Director Greig Woodring | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt Policies to Ensure Underwriting Practices Do Not Support New Fossil Fuel Supplies | Shareholder | Against | Against |
| THE HERSHEY COMPANY Meeting Date: MAY 17, 2022 Record Date: MAR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HSY Security ID: 427866108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pamela M. Arway | Management | For | For |
| 1.2 | Elect Director James W. Brown | Management | For | For |
| 1.3 | Elect Director Michele G. Buck | Management | For | For |
| 1.4 | Elect Director Victor L. Crawford | Management | For | For |
| 1.5 | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1.6 | Elect Director Mary Kay Haben | Management | For | For |
| 1.7 | Elect Director James C. Katzman | Management | For | For |
| 1.8 | Elect Director M. Diane Koken | Management | For | For |
| 1.9 | Elect Director Robert M. Malcolm | Management | For | For |
| 1.10 | Elect Director Anthony J. Palmer | Management | For | For |
| 1.11 | Elect Director Juan R. Perez | Management | For | For |
| 1.12 | Elect Director Wendy L. Schoppert | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Eradication of Child Labor in Cocoa Production | Shareholder | Against | For |
| THE PNC FINANCIAL SERVICES GROUP, INC. Meeting Date: APR 27, 2022 Record Date: FEB 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PNC Security ID: 693475105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1d | Elect Director William S. Demchak | Management | For | For |
| 1e | Elect Director Andrew T. Feldstein | Management | For | For |
| 1f | Elect Director Richard J. Harshman | Management | For | For |
| 1g | Elect Director Daniel R. Hesse | Management | For | For |
| 1h | Elect Director Linda R. Medler | Management | For | For |
| 1i | Elect Director Robert A. Niblock | Management | For | For |
| 1j | Elect Director Martin Pfinsgraff | Management | For | For |
| 1k | Elect Director Bryan S. Salesky | Management | For | For |
| 1l | Elect Director Toni Townes-Whitley | Management | For | For |
| 1m | Elect Director Michael J. Ward | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Risk Management and Nuclear Weapon Industry | Shareholder | Against | Against |
| THE PROCTER & GAMBLE COMPANY Meeting Date: OCT 12, 2021 Record Date: AUG 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: PG Security ID: 742718109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | Against |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director David S. Taylor | Management | For | For |
| 1k | Elect Director Margaret C. Whitman | Management | For | For |
| 1l | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| TOTALENERGIES SE Meeting Date: MAY 25, 2022 Record Date: MAY 23, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: TTE Security ID: F92124100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2.64 per Share | Management | For | For |
| 4 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 5 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 6 | Reelect Lise Croteau as Director | Management | For | For |
| 7 | Reelect Maria van der Hoeven as Director | Management | For | For |
| 8 | Reelect Jean Lemierre as Director | Management | For | For |
| 9 | Elect Emma De Jonge as Representative of Employee Shareholders to the Board | Management | For | For |
| A | Elect Marina Delendik as Representative of Employee Shareholders to the Board | Management | Against | Against |
| B | Elect Alexandre Garrot as Representative of Employee Shareholders to the Board | Management | Against | Against |
| C | Elect Agueda Marin as Representative of Employee Shareholders to the Board | Management | Against | Against |
| 10 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Compensation of Patrick Pouyanne, Chairman and CEO | Management | For | For |
| 13 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 14 | Renew Appointment of Ernst & Young Audit as Auditor | Management | For | For |
| 15 | Appoint Cabinet PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 16 | Approve Company's Sustainability and Climate Transition Plan | Management | For | Against |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights and/or Capitalization of Reserves for Bonus Issue or Increase in Par Value, up to Aggregate Nominal Amount of EUR 2.5 Billion | Management | For | For |
| 18 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 650 Million | Management | For | For |
| 19 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 650 Million | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 18 and 19 | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 23 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| TOYOTA MOTOR CORP. Meeting Date: JUN 15, 2022 Record Date: MAR 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 7203 Security ID: J92676113 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Uchiyamada, Takeshi | Management | For | For |
| 1.2 | Elect Director Hayakawa, Shigeru | Management | For | For |
| 1.3 | Elect Director Toyoda, Akio | Management | For | For |
| 1.4 | Elect Director James Kuffner | Management | For | For |
| 1.5 | Elect Director Kon, Kenta | Management | For | For |
| 1.6 | Elect Director Maeda, Masahiko | Management | For | For |
| 1.7 | Elect Director Sugawara, Ikuro | Management | For | For |
| 1.8 | Elect Director Sir Philip Craven | Management | For | For |
| 1.9 | Elect Director Kudo, Teiko | Management | For | For |
| 2.1 | Appoint Statutory Auditor Yasuda, Masahide | Management | For | For |
| 2.2 | Appoint Statutory Auditor George Olcott | Management | For | Against |
| 3 | Appoint Alternate Statutory Auditor Sakai, Ryuji | Management | For | For |
| 4 | Approve Restricted Stock Plan | Management | For | For |
| 5 | Amend Articles to Disclose Shareholder Meeting Materials on Internet | Management | For | For |
| U.S. BANCORP Meeting Date: APR 19, 2022 Record Date: FEB 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: USB Security ID: 902973304 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warner L. Baxter | Management | For | For |
| 1b | Elect Director Dorothy J. Bridges | Management | For | For |
| 1c | Elect Director Elizabeth L. Buse | Management | For | For |
| 1d | Elect Director Andrew Cecere | Management | For | For |
| 1e | Elect Director Kimberly N. Ellison-Taylor | Management | For | For |
| 1f | Elect Director Kimberly J. Harris | Management | For | For |
| 1g | Elect Director Roland A. Hernandez | Management | For | For |
| 1h | Elect Director Olivia F. Kirtley | Management | For | For |
| 1i | Elect Director Richard P. McKenney | Management | For | For |
| 1j | Elect Director Yusuf I. Mehdi | Management | For | For |
| 1k | Elect Director John P. Wiehoff | Management | For | For |
| 1l | Elect Director Scott W. Wine | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| UNILEVER PLC Meeting Date: MAY 04, 2022 Record Date: MAY 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ULVR Security ID: G92087165 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Re-elect Nils Andersen as Director | Management | For | For |
| 4 | Re-elect Judith Hartmann as Director | Management | For | For |
| 5 | Re-elect Alan Jope as Director | Management | For | For |
| 6 | Re-elect Andrea Jung as Director | Management | For | For |
| 7 | Re-elect Susan Kilsby as Director | Management | For | For |
| 8 | Re-elect Strive Masiyiwa as Director | Management | For | For |
| 9 | Re-elect Youngme Moon as Director | Management | For | For |
| 10 | Re-elect Graeme Pitkethly as Director | Management | For | For |
| 11 | Re-elect Feike Sijbesma as Director | Management | For | For |
| 12 | Elect Adrian Hennah as Director | Management | For | For |
| 13 | Elect Ruby Lu as Director | Management | For | For |
| 14 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 15 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 20 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 21 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| UNITED PARCEL SERVICE, INC. Meeting Date: MAY 05, 2022 Record Date: MAR 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: UPS Security ID: 911312106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol B. Tome | Management | For | For |
| 1b | Elect Director Rodney C. Adkins | Management | For | For |
| 1c | Elect Director Eva C. Boratto | Management | For | For |
| 1d | Elect Director Michael J. Burns | Management | For | For |
| 1e | Elect Director Wayne M. Hewett | Management | For | For |
| 1f | Elect Director Angela Hwang | Management | For | For |
| 1g | Elect Director Kate E. Johnson | Management | For | For |
| 1h | Elect Director William R. Johnson | Management | For | For |
| 1i | Elect Director Ann M. Livermore | Management | For | For |
| 1j | Elect Director Franck J. Moison | Management | For | For |
| 1k | Elect Director Christiana Smith Shi | Management | For | For |
| 1l | Elect Director Russell Stokes | Management | For | For |
| 1m | Elect Director Kevin Warsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 5 | Report on Corporate Climate Lobbying Aligned with Paris Agreement | Shareholder | Against | Against |
| 6 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 7 | Adopt Independently Verified Science-Based GHG Reduction Targets | Shareholder | Against | Against |
| 8 | Report on Balancing Climate Measures and Financial Returns | Shareholder | Against | Against |
| 9 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | Against |
| UNITEDHEALTH GROUP INCORPORATED Meeting Date: JUN 06, 2022 Record Date: APR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: UNH Security ID: 91324P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy P. Flynn | Management | For | For |
| 1b | Elect Director Paul R. Garcia | Management | For | For |
| 1c | Elect Director Stephen J. Hemsley | Management | For | For |
| 1d | Elect Director Michele J. Hooper | Management | For | For |
| 1e | Elect Director F. William McNabb, III | Management | For | For |
| 1f | Elect Director Valerie C. Montgomery Rice | Management | For | For |
| 1g | Elect Director John H. Noseworthy | Management | For | For |
| 1h | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| VERIZON COMMUNICATIONS INC. Meeting Date: MAY 12, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VZ Security ID: 92343V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Roxanne Austin | Management | For | For |
| 1.3 | Elect Director Mark Bertolini | Management | For | For |
| 1.4 | Elect Director Melanie Healey | Management | For | For |
| 1.5 | Elect Director Laxman Narasimhan | Management | For | For |
| 1.6 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.7 | Elect Director Daniel Schulman | Management | For | For |
| 1.8 | Elect Director Rodney Slater | Management | For | For |
| 1.9 | Elect Director Carol Tome | Management | For | For |
| 1.10 | Elect Director Hans Vestberg | Management | For | For |
| 1.11 | Elect Director Gregory Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Charitable Contributions | Shareholder | Against | Against |
| 5 | Amend Senior Executive Compensation Clawback Policy | Shareholder | Against | Against |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| WALMART INC. Meeting Date: JUN 01, 2022 Record Date: APR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WMT Security ID: 931142103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cesar Conde | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Sarah J. Friar | Management | For | For |
| 1d | Elect Director Carla A. Harris | Management | For | For |
| 1e | Elect Director Thomas W. Horton | Management | For | For |
| 1f | Elect Director Marissa A. Mayer | Management | For | For |
| 1g | Elect Director C. Douglas McMillon | Management | For | For |
| 1h | Elect Director Gregory B. Penner | Management | For | For |
| 1i | Elect Director Randall L. Stephenson | Management | For | For |
| 1j | Elect Director S. Robson Walton | Management | For | For |
| 1k | Elect Director Steuart L. Walton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Animal Welfare Policies and Practices in Food Supply Chain | Shareholder | Against | For |
| 5 | Create a Pandemic Workforce Advisory Council | Shareholder | Against | Against |
| 6 | Report on Impacts of Restrictive Reproductive Healthcare Legislation | Shareholder | Against | Against |
| 7 | Report on Alignment of Racial Justice Goals and Starting Wages | Shareholder | Against | For |
| 8 | Report on a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Charitable Contributions | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| WELLTOWER INC. Meeting Date: MAY 23, 2022 Record Date: APR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WELL Security ID: 95040Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth J. Bacon | Management | For | For |
| 1b | Elect Director Karen B. DeSalvo | Management | For | For |
| 1c | Elect Director Philip L. Hawkins | Management | For | For |
| 1d | Elect Director Dennis G. Lopez | Management | For | For |
| 1e | Elect Director Shankh Mitra | Management | For | For |
| 1f | Elect Director Ade J. Patton | Management | For | For |
| 1g | Elect Director Diana W. Reid | Management | For | For |
| 1h | Elect Director Sergio D. Rivera | Management | For | For |
| 1i | Elect Director Johnese M. Spisso | Management | For | For |
| 1j | Elect Director Kathryn M. Sullivan | Management | For | For |
| 2 | Amend Certificate of Incorporation of Welltower OP Inc. to Remove Welltower Inc. Shareholder Approval for the Amendments of Welltower OP Inc. Certificate of Incorporation and Other Extraordinary Transactions | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
Focused Large Cap Value
| AFLAC INCORPORATED Meeting Date: MAY 02, 2022 Record Date: FEB 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AFL Security ID: 001055102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel P. Amos | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Arthur R. Collins | Management | For | For |
| 1d | Elect Director Toshihiko Fukuzawa | Management | For | For |
| 1e | Elect Director Thomas J. Kenny | Management | For | For |
| 1f | Elect Director Georgette D. Kiser | Management | For | For |
| 1g | Elect Director Karole F. Lloyd | Management | For | For |
| 1h | Elect Director Nobuchika Mori | Management | For | For |
| 1i | Elect Director Joseph L. Moskowitz | Management | For | For |
| 1j | Elect Director Barbara K. Rimer | Management | For | For |
| 1k | Elect Director Katherine T. Rohrer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| AMERICAN TOWER CORPORATION Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMT Security ID: 03027X100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D.A. Reeve | Management | For | For |
| 1k | Elect Director David E. Sharbutt | Management | For | For |
| 1l | Elect Director Bruce L. Tanner | Management | For | For |
| 1m | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ATMOS ENERGY CORPORATION Meeting Date: FEB 09, 2022 Record Date: DEC 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ATO Security ID: 049560105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director J. Kevin Akers | Management | For | For |
| 1b | Elect Director Kim R. Cocklin | Management | For | For |
| 1c | Elect Director Kelly H. Compton | Management | For | For |
| 1d | Elect Director Sean Donohue | Management | For | For |
| 1e | Elect Director Rafael G. Garza | Management | For | For |
| 1f | Elect Director Richard K. Gordon | Management | For | For |
| 1g | Elect Director Nancy K. Quinn | Management | For | For |
| 1h | Elect Director Richard A. Sampson | Management | For | For |
| 1i | Elect Director Diana J. Walters | Management | For | For |
| 1j | Elect Director Frank Yoho | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BECTON, DICKINSON AND COMPANY Meeting Date: JAN 25, 2022 Record Date: DEC 06, 2021 Meeting Type: ANNUAL | ||||
| Ticker: BDX Security ID: 075887109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.2 | Elect Director Carrie L. Byington | Management | For | For |
| 1.3 | Elect Director R. Andrew Eckert | Management | For | For |
| 1.4 | Elect Director Claire M. Fraser | Management | For | For |
| 1.5 | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1.6 | Elect Director Christopher Jones | Management | For | For |
| 1.7 | Elect Director Marshall O. Larsen | Management | For | For |
| 1.8 | Elect Director David F. Melcher | Management | For | For |
| 1.9 | Elect Director Thomas E. Polen | Management | For | For |
| 1.10 | Elect Director Claire Pomeroy | Management | For | For |
| 1.11 | Elect Director Timothy M. Ring | Management | For | For |
| 1.12 | Elect Director Bertram L. Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| BERKSHIRE HATHAWAY INC. Meeting Date: APR 30, 2022 Record Date: MAR 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BRK.B Security ID: 084670702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Susan A. Buffett | Management | For | For |
| 1.6 | Elect Director Stephen B. Burke | Management | For | Withhold |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | Withhold |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | Withhold |
| 1.10 | Elect Director David S. Gottesman | Management | For | Withhold |
| 1.11 | Elect Director Charlotte Guyman | Management | For | Withhold |
| 1.12 | Elect Director Ajit Jain | Management | For | For |
| 1.13 | Elect Director Ronald L. Olson | Management | For | For |
| 1.14 | Elect Director Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Require Independent Board Chair | Shareholder | Against | For |
| 3 | Report on Climate-Related Risks and Opportunities | Shareholder | Against | For |
| 4 | Report on GHG Emissions Reduction Targets | Shareholder | Against | For |
| 5 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| BLACKROCK, INC. Meeting Date: MAY 25, 2022 Record Date: MAR 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BLK Security ID: 09247X101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bader M. Alsaad | Management | For | For |
| 1b | Elect Director Pamela Daley | Management | For | For |
| 1c | Elect Director Laurence D. Fink | Management | For | For |
| 1d | Elect Director Beth Ford | Management | For | For |
| 1e | Elect Director William E. Ford | Management | For | For |
| 1f | Elect Director Fabrizio Freda | Management | For | For |
| 1g | Elect Director Murry S. Gerber | Management | For | For |
| 1h | Elect Director Margaret "Peggy" L. Johnson | Management | For | For |
| 1i | Elect Director Robert S. Kapito | Management | For | For |
| 1j | Elect Director Cheryl D. Mills | Management | For | For |
| 1k | Elect Director Gordon M. Nixon | Management | For | For |
| 1l | Elect Director Kristin C. Peck | Management | For | For |
| 1m | Elect Director Charles H. Robbins | Management | For | For |
| 1n | Elect Director Marco Antonio Slim Domit | Management | For | For |
| 1o | Elect Director Hans E. Vestberg | Management | For | For |
| 1p | Elect Director Susan L. Wagner | Management | For | For |
| 1q | Elect Director Mark Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte LLP as Auditors | Management | For | For |
| 4 | Adopt Policies to Curtail Corporate Activities that Externalize Social and Environmental Costs | Shareholder | Against | Against |
| CHEVRON CORPORATION Meeting Date: MAY 25, 2022 Record Date: MAR 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CVX Security ID: 166764100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director Ronald D. Sugar | Management | For | For |
| 1k | Elect Director D. James Umpleby, III | Management | For | For |
| 1l | Elect Director Michael K. Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Adopt Medium and Long-Term GHG Emissions Reduction Targets | Shareholder | Against | For |
| 6 | Issue Audited Net-Zero Scenario Analysis Report | Shareholder | Against | For |
| 7 | Oversee and Report on Reliability of Methane Emission Disclosures | Shareholder | For | For |
| 8 | Report on Business with Conflict-Complicit Governments | Shareholder | Against | Against |
| 9 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 10 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| CHUBB LIMITED Meeting Date: NOV 03, 2021 Record Date: SEP 10, 2021 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify Share Repurchase Program | Management | For | For |
| 2 | Approve CHF 349,339,410 Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 3 | Transact Other Business (Voting) | Management | For | Against |
| CHUBB LIMITED Meeting Date: MAY 19, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | Against |
| 5.2 | Elect Director Michael P. Connors | Management | For | Against |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Sheila P. Burke | Management | For | For |
| 5.6 | Elect Director Mary Cirillo | Management | For | Against |
| 5.7 | Elect Director Robert J. Hugin | Management | For | For |
| 5.8 | Elect Director Robert W. Scully | Management | For | For |
| 5.9 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.10 | Elect Director David H. Sidwell | Management | For | For |
| 5.11 | Elect Director Olivier Steimer | Management | For | For |
| 5.12 | Elect Director Luis Tellez | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | Against |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect Mary Cirillo as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9 | Approve Creation of Authorized Capital With or Without Preemptive Rights | Management | For | For |
| 10 | Approve CHF 318,275,265 Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 4.8 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 54 Million for Fiscal 2023 | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Adopt and Disclose Policies to Ensure Underwriting Does Not Support New Fossil Fuel Supplies | Shareholder | Against | For |
| 14 | Report on Efforts to Reduce GHG Emissions Associated with Underwriting, Insuring, and Investing | Shareholder | Against | For |
| CISCO SYSTEMS, INC. Meeting Date: DEC 13, 2021 Record Date: OCT 15, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CSCO Security ID: 17275R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Charles H. Robbins | Management | For | For |
| 1i | Elect Director Brenton L. Saunders | Management | For | For |
| 1j | Elect Director Lisa T. Su | Management | For | For |
| 1k | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | Against |
| COLGATE-PALMOLIVE COMPANY Meeting Date: MAY 06, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CL Security ID: 194162103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director John T. Cahill | Management | For | For |
| 1c | Elect Director Lisa M. Edwards | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Martina Hund-Mejean | Management | For | For |
| 1f | Elect Director Kimberly A. Nelson | Management | For | For |
| 1g | Elect Director Lorrie M. Norrington | Management | For | For |
| 1h | Elect Director Michael B. Polk | Management | For | For |
| 1i | Elect Director Stephen I. Sadove | Management | For | For |
| 1j | Elect Director Noel R. Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 5 | Report on Charitable Contributions | Shareholder | Against | Against |
| CONAGRA BRANDS, INC. Meeting Date: SEP 15, 2021 Record Date: JUL 26, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CAG Security ID: 205887102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anil Arora | Management | For | For |
| 1b | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1c | Elect Director Emanuel "Manny" Chirico | Management | For | For |
| 1d | Elect Director Sean M. Connolly | Management | For | For |
| 1e | Elect Director Joie A. Gregor | Management | For | For |
| 1f | Elect Director Fran Horowitz | Management | For | For |
| 1g | Elect Director Rajive Johri | Management | For | For |
| 1h | Elect Director Richard H. Lenny | Management | For | For |
| 1i | Elect Director Melissa Lora | Management | For | For |
| 1j | Elect Director Ruth Ann Marshall | Management | For | For |
| 1k | Elect Director Craig P. Omtvedt | Management | For | For |
| 1l | Elect Director Scott Ostfeld | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| DUKE ENERGY CORPORATION Meeting Date: MAY 05, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DUK Security ID: 26441C204 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Derrick Burks | Management | For | For |
| 1.2 | Elect Director Annette K. Clayton | Management | For | For |
| 1.3 | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1.4 | Elect Director Robert M. Davis | Management | For | For |
| 1.5 | Elect Director Caroline Dorsa | Management | For | For |
| 1.6 | Elect Director W. Roy Dunbar | Management | For | For |
| 1.7 | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1.8 | Elect Director Lynn J. Good | Management | For | For |
| 1.9 | Elect Director John T. Herron | Management | For | For |
| 1.10 | Elect Director Idalene F. Kesner | Management | For | For |
| 1.11 | Elect Director E. Marie McKee | Management | For | For |
| 1.12 | Elect Director Michael J. Pacilio | Management | For | For |
| 1.13 | Elect Director Thomas E. Skains | Management | For | For |
| 1.14 | Elect Director William E. Webster, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| EMERSON ELECTRIC CO. Meeting Date: FEB 01, 2022 Record Date: NOV 23, 2021 Meeting Type: ANNUAL | ||||
| Ticker: EMR Security ID: 291011104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joshua B. Bolten | Management | For | For |
| 1.2 | Elect Director William H. Easter, III | Management | For | For |
| 1.3 | Elect Director Surendralal (Lal) L. Karsanbhai | Management | For | For |
| 1.4 | Elect Director Lori M. Lee | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EXXON MOBIL CORPORATION Meeting Date: MAY 25, 2022 Record Date: APR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: XOM Security ID: 30231G102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Ursula M. Burns | Management | For | For |
| 1.5 | Elect Director Gregory J. Goff | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.11 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Remove Executive Perquisites | Shareholder | Against | For |
| 5 | Amend Bylaws to Limit Shareholder Rights for Proposal Submission | Shareholder | Against | Against |
| 6 | Set GHG Emissions Reduction targets Consistent With Paris Agreement Goal | Shareholder | Against | Against |
| 7 | Report on Low Carbon Business Planning | Shareholder | Against | Against |
| 8 | Report on Scenario Analysis Consistent with International Energy Agency's Net Zero by 2050 | Shareholder | Against | Against |
| 9 | Report on Reducing Plastic Pollution | Shareholder | Against | For |
| 10 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| F5, INC. Meeting Date: MAR 10, 2022 Record Date: JAN 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FFIV Security ID: 315616102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sandra E. Bergeron | Management | For | For |
| 1b | Elect Director Elizabeth L. Buse | Management | For | For |
| 1c | Elect Director Michael L. Dreyer | Management | For | For |
| 1d | Elect Director Alan J. Higginson | Management | For | For |
| 1e | Elect Director Peter S. Klein | Management | For | For |
| 1f | Elect Director Francois Locoh-Donou | Management | For | For |
| 1g | Elect Director Nikhil Mehta | Management | For | For |
| 1h | Elect Director Michael F. Montoya | Management | For | For |
| 1i | Elect Director Marie E. Myers | Management | For | For |
| 1j | Elect Director James M. Phillips | Management | For | For |
| 1k | Elect Director Sripada Shivananda | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HENRY SCHEIN, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HSIC Security ID: 806407102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mohamad Ali | Management | For | For |
| 1b | Elect Director Stanley M. Bergman | Management | For | For |
| 1c | Elect Director James P. Breslawski | Management | For | For |
| 1d | Elect Director Deborah Derby | Management | For | For |
| 1e | Elect Director Joseph L. Herring | Management | For | For |
| 1f | Elect Director Kurt P. Kuehn | Management | For | For |
| 1g | Elect Director Philip A. Laskawy | Management | For | For |
| 1h | Elect Director Anne H. Margulies | Management | For | For |
| 1i | Elect Director Mark E. Mlotek | Management | For | For |
| 1j | Elect Director Steven Paladino | Management | For | For |
| 1k | Elect Director Carol Raphael | Management | For | For |
| 1l | Elect Director E. Dianne Rekow | Management | For | For |
| 1m | Elect Director Scott Serota | Management | For | For |
| 1n | Elect Director Bradley T. Sheares | Management | For | For |
| 1o | Elect Director Reed V. Tuckson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| HUMANA INC. Meeting Date: APR 21, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HUM Security ID: 444859102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director David A. Jones, Jr. | Management | For | For |
| 1i | Elect Director Karen W. Katz | Management | For | For |
| 1j | Elect Director Marcy S. Klevorn | Management | For | For |
| 1k | Elect Director William J. McDonald | Management | For | For |
| 1l | Elect Director Jorge S. Mesquita | Management | For | For |
| 1m | Elect Director James J. O'Brien | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JOHNSON & JOHNSON Meeting Date: APR 28, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JNJ Security ID: 478160104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Ian E. L. Davis | Management | For | For |
| 1e | Elect Director Jennifer A. Doudna | Management | For | For |
| 1f | Elect Director Joaquin Duato | Management | For | For |
| 1g | Elect Director Alex Gorsky | Management | For | For |
| 1h | Elect Director Marillyn A. Hewson | Management | For | For |
| 1i | Elect Director Hubert Joly | Management | For | For |
| 1j | Elect Director Mark B. McClellan | Management | For | For |
| 1k | Elect Director Anne M. Mulcahy | Management | For | For |
| 1l | Elect Director A. Eugene Washington | Management | For | For |
| 1m | Elect Director Mark A. Weinberger | Management | For | For |
| 1n | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Mandatory Arbitration Bylaw *Withdrawn Resolution* | Shareholder | None | None |
| 6 | Report on a Civil Rights, Equity, Diversity and Inclusion Audit | Shareholder | Against | Against |
| 7 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics | Shareholder | Against | Against |
| 9 | Report on Public Health Costs of Limited Sharing of Vaccine Technology | Shareholder | Against | Against |
| 10 | Discontinue Global Sales of Baby Powder Containing Talc | Shareholder | Against | Against |
| 11 | Report on Charitable Contributions | Shareholder | Against | Against |
| 12 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 13 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | For |
| 14 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| JPMORGAN CHASE & CO. Meeting Date: MAY 17, 2022 Record Date: MAR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JPM Security ID: 46625H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director James Dimon | Management | For | For |
| 1f | Elect Director Timothy P. Flynn | Management | For | For |
| 1g | Elect Director Mellody Hobson | Management | For | For |
| 1h | Elect Director Michael A. Neal | Management | For | For |
| 1i | Elect Director Phebe N. Novakovic | Management | For | For |
| 1j | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Adopt Fossil Fuel Financing Policy Consistent with IEA's Net Zero 2050 Scenario | Shareholder | Against | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Disclose Director Skills and Qualifications Including Ideological Perspectives | Shareholder | Against | Against |
| 8 | Amend Certificate of Incorporation to Become a Public Benefit Corporation | Shareholder | Against | Against |
| 9 | Report on Absolute Targets for Financed GHG Emissions in Line with Net Zero Commitments | Shareholder | Against | Against |
| KIMBERLY-CLARK CORPORATION Meeting Date: APR 27, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KMB Security ID: 494368103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sylvia M. Burwell | Management | For | For |
| 1.2 | Elect Director John W. Culver | Management | For | For |
| 1.3 | Elect Director Robert W. Decherd | Management | For | For |
| 1.4 | Elect Director Michael D. Hsu | Management | For | For |
| 1.5 | Elect Director Mae C. Jemison | Management | For | For |
| 1.6 | Elect Director S. Todd Maclin | Management | For | For |
| 1.7 | Elect Director Deirdre A. Mahlan | Management | For | For |
| 1.8 | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1.9 | Elect Director Christa S. Quarles | Management | For | For |
| 1.10 | Elect Director Jaime A. Ramirez | Management | For | For |
| 1.11 | Elect Director Dunia A. Shive | Management | For | For |
| 1.12 | Elect Director Mark T. Smucker | Management | For | For |
| 1.13 | Elect Director Michael D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MARSH & MCLENNAN COMPANIES, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MMC Security ID: 571748102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1c | Elect Director Oscar Fanjul | Management | For | For |
| 1d | Elect Director Daniel S. Glaser | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Tamara Ingram | Management | For | For |
| 1h | Elect Director Jane H. Lute | Management | For | For |
| 1i | Elect Director Steven A. Mills | Management | For | For |
| 1j | Elect Director Bruce P. Nolop | Management | For | For |
| 1k | Elect Director Morton O. Schapiro | Management | For | For |
| 1l | Elect Director Lloyd M. Yates | Management | For | For |
| 1m | Elect Director R. David Yost | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| MEDTRONIC PLC Meeting Date: DEC 09, 2021 Record Date: OCT 14, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MDT Security ID: G5960L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Anderson | Management | For | For |
| 1b | Elect Director Craig Arnold | Management | For | For |
| 1c | Elect Director Scott C. Donnelly | Management | For | For |
| 1d | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1e | Elect Director Randall J. Hogan, III | Management | For | For |
| 1f | Elect Director Kevin E. Lofton | Management | For | For |
| 1g | Elect Director Geoffrey S. Martha | Management | For | For |
| 1h | Elect Director Elizabeth G. Nabel | Management | For | For |
| 1i | Elect Director Denise M. O'Leary | Management | For | For |
| 1j | Elect Director Kendall J. Powell | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| 6 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 7 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 8 | Authorize Overseas Market Purchases of Ordinary Shares | Management | For | For |
| MERCK & CO., INC. Meeting Date: MAY 24, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MRK Security ID: 58933Y105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Kenneth C. Frazier | Management | For | For |
| 1f | Elect Director Thomas H. Glocer | Management | For | For |
| 1g | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1h | Elect Director Stephen L. Mayo | Management | For | For |
| 1i | Elect Director Paul B. Rothman | Management | For | For |
| 1j | Elect Director Patricia F. Russo | Management | For | For |
| 1k | Elect Director Christine E. Seidman | Management | For | For |
| 1l | Elect Director Inge G. Thulin | Management | For | For |
| 1m | Elect Director Kathy J. Warden | Management | For | For |
| 1n | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| MONDELEZ INTERNATIONAL, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MDLZ Security ID: 609207105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lewis W.K. Booth | Management | For | For |
| 1b | Elect Director Charles E. Bunch | Management | For | For |
| 1c | Elect Director Ertharin Cousin | Management | For | For |
| 1d | Elect Director Lois D. Juliber | Management | For | For |
| 1e | Elect Director Jorge S. Mesquita | Management | For | For |
| 1f | Elect Director Jane Hamilton Nielsen | Management | For | For |
| 1g | Elect Director Christiana S. Shi | Management | For | For |
| 1h | Elect Director Patrick T. Siewert | Management | For | For |
| 1i | Elect Director Michael A. Todman | Management | For | For |
| 1j | Elect Director Dirk Van de Put | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OPEN TEXT CORPORATION Meeting Date: SEP 15, 2021 Record Date: AUG 06, 2021 Meeting Type: ANNUAL | ||||
| Ticker: OTEX Security ID: 683715106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director P. Thomas Jenkins | Management | For | For |
| 1.2 | Elect Director Mark J. Barrenechea | Management | For | For |
| 1.3 | Elect Director Randy Fowlie | Management | For | For |
| 1.4 | Elect Director David Fraser | Management | For | For |
| 1.5 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.6 | Elect Director Robert (Bob) Hau | Management | For | For |
| 1.7 | Elect Director Ann M. Powell | Management | For | For |
| 1.8 | Elect Director Stephen J. Sadler | Management | For | For |
| 1.9 | Elect Director Harmit Singh | Management | For | For |
| 1.10 | Elect Director Michael Slaunwhite | Management | For | For |
| 1.11 | Elect Director Katharine B. Stevenson | Management | For | For |
| 1.12 | Elect Director Deborah Weinstein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| ORACLE CORPORATION Meeting Date: NOV 10, 2021 Record Date: SEP 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ORCL Security ID: 68389X105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Berg | Management | For | Withhold |
| 1.2 | Elect Director Michael J. Boskin | Management | For | For |
| 1.3 | Elect Director Safra A. Catz | Management | For | For |
| 1.4 | Elect Director Bruce R. Chizen | Management | For | Withhold |
| 1.5 | Elect Director George H. Conrades | Management | For | Withhold |
| 1.6 | Elect Director Lawrence J. Ellison | Management | For | For |
| 1.7 | Elect Director Rona A. Fairhead | Management | For | For |
| 1.8 | Elect Director Jeffrey O. Henley | Management | For | For |
| 1.9 | Elect Director Renee J. James | Management | For | For |
| 1.10 | Elect Director Charles W. Moorman, IV | Management | For | Withhold |
| 1.11 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.12 | Elect Director William G. Parrett | Management | For | Withhold |
| 1.13 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 1.14 | Elect Director Vishal Sikka | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Racial Equity Audit | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Report on Political Contributions | Shareholder | Against | Against |
| PEPSICO, INC. Meeting Date: MAY 04, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PEP Security ID: 713448108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Segun Agbaje | Management | For | For |
| 1b | Elect Director Shona L. Brown | Management | For | For |
| 1c | Elect Director Cesar Conde | Management | For | For |
| 1d | Elect Director Ian Cook | Management | For | For |
| 1e | Elect Director Edith W. Cooper | Management | For | For |
| 1f | Elect Director Dina Dublon | Management | For | For |
| 1g | Elect Director Michelle Gass | Management | For | For |
| 1h | Elect Director Ramon L. Laguarta | Management | For | For |
| 1i | Elect Director Dave Lewis | Management | For | For |
| 1j | Elect Director David C. Page | Management | For | For |
| 1k | Elect Director Robert C. Pohlad | Management | For | For |
| 1l | Elect Director Daniel Vasella | Management | For | For |
| 1m | Elect Director Darren Walker | Management | For | For |
| 1n | Elect Director Alberto Weisser | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Global Public Policy and Political Influence | Shareholder | Against | For |
| 6 | Report on Public Health Costs of Food and Beverages Products | Shareholder | Against | Against |
| PINNACLE WEST CAPITAL CORPORATION Meeting Date: MAY 18, 2022 Record Date: MAR 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PNW Security ID: 723484101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glynis A. Bryan | Management | For | For |
| 1.2 | Elect Director Gonzalo A. de la Melena, Jr. | Management | For | For |
| 1.3 | Elect Director Richard P. Fox | Management | For | For |
| 1.4 | Elect Director Jeffrey B. Guldner | Management | For | For |
| 1.5 | Elect Director Dale E. Klein | Management | For | For |
| 1.6 | Elect Director Kathryn L. Munro | Management | For | For |
| 1.7 | Elect Director Bruce J. Nordstrom | Management | For | For |
| 1.8 | Elect Director Paula J. Sims | Management | For | For |
| 1.9 | Elect Director William H. Spence | Management | For | For |
| 1.10 | Elect Director James E. Trevathan, Jr. | Management | For | For |
| 1.11 | Elect Director David P. Wagener | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| RAYTHEON TECHNOLOGIES CORPORATION Meeting Date: APR 25, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RTX Security ID: 75513E101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1c | Elect Director Gregory J. Hayes | Management | For | For |
| 1d | Elect Director George R. Oliver | Management | For | For |
| 1e | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1f | Elect Director Margaret L. O'Sullivan | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Reduce Supermajority Vote Requirement | Management | For | For |
| REINSURANCE GROUP OF AMERICA, INCORPORATED Meeting Date: MAY 25, 2022 Record Date: MAR 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RGA Security ID: 759351604 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pina Albo | Management | For | For |
| 1b | Elect Director J. Cliff Eason | Management | For | For |
| 1c | Elect Director John J. Gauthier | Management | For | For |
| 1d | Elect Director Patricia L. Guinn | Management | For | For |
| 1e | Elect Director Anna Manning | Management | For | For |
| 1f | Elect Director Hazel M. McNeilage | Management | For | For |
| 1g | Elect Director Ng Keng Hooi | Management | For | For |
| 1h | Elect Director George Nichols, III | Management | For | For |
| 1i | Elect Director Stephen O'Hearn | Management | For | For |
| 1j | Elect Director Shundrawn Thomas | Management | For | For |
| 1k | Elect Director Steven C. Van Wyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SIEMENS AG Meeting Date: FEB 10, 2022 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: SIE Security ID: D69671218 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2020/21 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 4.00 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Roland Busch for Fiscal Year 2020/21 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Klaus Helmrich (until March 31, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Joe Kaeser (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2020/21 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2020/21 | Management | For | For |
| 3.6 | Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2020/21 | Management | For | For |
| 3.7 | Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2020/21 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2020/21 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2020/21 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2020/21 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Tobias Baeumler (from Oct. 16, 2020) for Fiscal Year 2020/21 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2020/21 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2020/21 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2020/21 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2020/21 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2020/21 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Nicola Leibinger-Kammueller (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2020/21 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2020/21 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2020/21 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2020/21 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2020/21 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2020/21 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2020/21 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2020/21 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Grazia Vittadini (from Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Werner Wenning (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4.21 | Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2020/21 | Management | For | For |
| 4.22 | Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2020/21 | Management | For | For |
| 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2021/22 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| SODEXO SA Meeting Date: DEC 14, 2021 Record Date: DEC 10, 2021 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: SW Security ID: F84941123 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2 per Share | Management | For | For |
| 4 | Approve Transaction with Bellon SA Re: Service Agreement | Management | For | Against |
| 5 | Reelect Francois-Xavier Bellon as Director | Management | For | Against |
| 6 | Elect Jean-Baptiste Chasseloup de Chatillon as Director | Management | For | For |
| 7 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 8 | Approve Compensation of Sophie Bellon, Chairman of the Board | Management | For | For |
| 9 | Approve Compensation of Denis Machuel, CEO | Management | For | For |
| 10 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1 Million | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 13 | Approve Remuneration Policy of CEO | Management | For | For |
| 14 | Approve Compensation of Denis Machuel, CEO Until 30 September 2021 | Management | For | For |
| 15 | Authorize Repurchase of Up to 5 Percent of Issued Share Capital | Management | For | For |
| 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 85 Million | Management | For | For |
| 18 | Authorize Capitalization of Reserves of Up to EUR 85 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 19 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 20 | Authorize up to 2.5 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | Against |
| 21 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SONOCO PRODUCTS COMPANY Meeting Date: APR 20, 2022 Record Date: FEB 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SON Security ID: 835495102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Howard Coker | Management | For | For |
| 1.2 | Elect Director Pamela L. Davies | Management | For | For |
| 1.3 | Elect Director Theresa J. Drew | Management | For | For |
| 1.4 | Elect Director Philippe Guillemot | Management | For | For |
| 1.5 | Elect Director John R. Haley | Management | For | For |
| 1.6 | Elect Director Robert R. Hill, Jr. | Management | For | For |
| 1.7 | Elect Director Eleni Istavridis | Management | For | For |
| 1.8 | Elect Director Richard G. Kyle | Management | For | For |
| 1.9 | Elect Director Blythe J. McGarvie | Management | For | For |
| 1.10 | Elect Director James M. Micali | Management | For | For |
| 1.11 | Elect Director Sundaram Nagarajan | Management | For | For |
| 1.12 | Elect Director Thomas E. Whiddon | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| SOUTHWEST AIRLINES CO. Meeting Date: MAY 18, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LUV Security ID: 844741108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Biegler | Management | For | For |
| 1b | Elect Director J. Veronica Biggins | Management | For | For |
| 1c | Elect Director Douglas H. Brooks | Management | For | For |
| 1d | Elect Director William H. Cunningham | Management | For | For |
| 1e | Elect Director John G. Denison | Management | For | For |
| 1f | Elect Director Thomas W. Gilligan | Management | For | For |
| 1g | Elect Director David P. Hess | Management | For | For |
| 1h | Elect Director Robert E. Jordan | Management | For | For |
| 1i | Elect Director Gary C. Kelly | Management | For | For |
| 1j | Elect Director Nancy B. Loeffler | Management | For | For |
| 1k | Elect Director John T. Montford | Management | For | For |
| 1l | Elect Director Christopher P. Reynolds | Management | For | For |
| 1m | Elect Director Ron Ricks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Majority Vote Cast to Remove Directors With or Without Cause | Shareholder | Against | Against |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| TEXAS INSTRUMENTS INCORPORATED Meeting Date: APR 28, 2022 Record Date: MAR 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TXN Security ID: 882508104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Jean M. Hobby | Management | For | For |
| 1g | Elect Director Michael D. Hsu | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| THE ALLSTATE CORPORATION Meeting Date: MAY 24, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ALL Security ID: 020002101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald E. Brown | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Richard T. Hume | Management | For | For |
| 1d | Elect Director Margaret M. Keane | Management | For | For |
| 1e | Elect Director Siddharth N. (Bobby) Mehta | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director Andrea Redmond | Management | For | For |
| 1h | Elect Director Gregg M. Sherrill | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Perry M. Traquina | Management | For | For |
| 1k | Elect Director Thomas J. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE BANK OF NEW YORK MELLON CORPORATION Meeting Date: APR 12, 2022 Record Date: FEB 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BK Security ID: 064058100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Z. Cook | Management | For | For |
| 1b | Elect Director Joseph J. Echevarria | Management | For | For |
| 1c | Elect Director Thomas P. 'Todd' Gibbons | Management | For | For |
| 1d | Elect Director M. Amy Gilliland | Management | For | For |
| 1e | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1f | Elect Director K. Guru Gowrappan | Management | For | For |
| 1g | Elect Director Ralph Izzo | Management | For | For |
| 1h | Elect Director Sandra E. 'Sandie' O'Connor | Management | For | For |
| 1i | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1j | Elect Director Frederick O. Terrell | Management | For | For |
| 1k | Elect Director Alfred W. "Al" Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| TOTALENERGIES SE Meeting Date: MAY 25, 2022 Record Date: APR 20, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: TTE Security ID: 89151E109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2.64 per Share | Management | For | For |
| 4 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 5 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 6 | Reelect Lise Croteau as Director | Management | For | For |
| 7 | Reelect Maria van der Hoeven as Director | Management | For | For |
| 8 | Reelect Jean Lemierre as Director | Management | For | For |
| 9 | Elect Emma De Jonge as Representative of Employee Shareholders to the Board | Management | For | For |
| A | Elect Marina Delendik as Representative of Employee Shareholders to the Board | Management | Against | Against |
| B | Elect Alexandre Garrot as Representative of Employee Shareholders to the Board | Management | Against | Against |
| C | Elect Agueda Marin as Representative of Employee Shareholders to the Board | Management | Against | Against |
| 10 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Compensation of Patrick Pouyanne, Chairman and CEO | Management | For | For |
| 13 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 14 | Renew Appointment of Ernst & Young Audit as Auditor | Management | For | For |
| 15 | Appoint Cabinet PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 16 | Approve Company's Sustainability and Climate Transition Plan | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights and/or Capitalization of Reserves for Bonus Issue or Increase in Par Value, up to Aggregate Nominal Amount of EUR 2.5 Billion | Management | For | For |
| 18 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 650 Million | Management | For | For |
| 19 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 650 Million | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 18 and 19 | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 23 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| TRUIST FINANCIAL CORPORATION Meeting Date: APR 26, 2022 Record Date: FEB 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TFC Security ID: 89832Q109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer S. Banner | Management | For | For |
| 1b | Elect Director K. David Boyer, Jr. | Management | For | For |
| 1c | Elect Director Agnes Bundy Scanlan | Management | For | For |
| 1d | Elect Director Anna R. Cablik | Management | For | For |
| 1e | Elect Director Dallas S. Clement | Management | For | For |
| 1f | Elect Director Paul D. Donahue | Management | For | For |
| 1g | Elect Director Patrick C. Graney, III | Management | For | For |
| 1h | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1i | Elect Director Kelly S. King | Management | For | For |
| 1j | Elect Director Easter A. Maynard | Management | For | For |
| 1k | Elect Director Donna S. Morea | Management | For | For |
| 1l | Elect Director Charles A. Patton | Management | For | For |
| 1m | Elect Director Nido R. Qubein | Management | For | For |
| 1n | Elect Director David M. Ratcliffe | Management | For | For |
| 1o | Elect Director William H. Rogers, Jr. | Management | For | For |
| 1p | Elect Director Frank P. Scruggs, Jr. | Management | For | For |
| 1q | Elect Director Christine Sears | Management | For | For |
| 1r | Elect Director Thomas E. Skains | Management | For | For |
| 1s | Elect Director Bruce L. Tanner | Management | For | For |
| 1t | Elect Director Thomas N. Thompson | Management | For | For |
| 1u | Elect Director Steven C. Voorhees | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| UNILEVER PLC Meeting Date: MAY 04, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ULVR Security ID: 904767704 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Re-elect Nils Andersen as Director | Management | For | For |
| 4 | Re-elect Judith Hartmann as Director | Management | For | For |
| 5 | Re-elect Alan Jope as Director | Management | For | For |
| 6 | Re-elect Andrea Jung as Director | Management | For | For |
| 7 | Re-elect Susan Kilsby as Director | Management | For | For |
| 8 | Re-elect Strive Masiyiwa as Director | Management | For | For |
| 9 | Re-elect Youngme Moon as Director | Management | For | For |
| 10 | Re-elect Graeme Pitkethly as Director | Management | For | For |
| 11 | Re-elect Feike Sijbesma as Director | Management | For | For |
| 12 | Elect Adrian Hennah as Director | Management | For | For |
| 13 | Elect Ruby Lu as Director | Management | For | For |
| 14 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 15 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 20 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 21 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| UNITEDHEALTH GROUP INCORPORATED Meeting Date: JUN 06, 2022 Record Date: APR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: UNH Security ID: 91324P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy P. Flynn | Management | For | For |
| 1b | Elect Director Paul R. Garcia | Management | For | For |
| 1c | Elect Director Stephen J. Hemsley | Management | For | For |
| 1d | Elect Director Michele J. Hooper | Management | For | For |
| 1e | Elect Director F. William McNabb, III | Management | For | For |
| 1f | Elect Director Valerie C. Montgomery Rice | Management | For | For |
| 1g | Elect Director John H. Noseworthy | Management | For | For |
| 1h | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | For |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| VERIZON COMMUNICATIONS INC. Meeting Date: MAY 12, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VZ Security ID: 92343V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Roxanne Austin | Management | For | For |
| 1.3 | Elect Director Mark Bertolini | Management | For | For |
| 1.4 | Elect Director Melanie Healey | Management | For | For |
| 1.5 | Elect Director Laxman Narasimhan | Management | For | For |
| 1.6 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.7 | Elect Director Daniel Schulman | Management | For | For |
| 1.8 | Elect Director Rodney Slater | Management | For | For |
| 1.9 | Elect Director Carol Tome | Management | For | For |
| 1.10 | Elect Director Hans Vestberg | Management | For | For |
| 1.11 | Elect Director Gregory Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Charitable Contributions | Shareholder | Against | Against |
| 5 | Amend Senior Executive Compensation Clawback Policy | Shareholder | Against | Against |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| WALMART INC. Meeting Date: JUN 01, 2022 Record Date: APR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WMT Security ID: 931142103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cesar Conde | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Sarah J. Friar | Management | For | For |
| 1d | Elect Director Carla A. Harris | Management | For | For |
| 1e | Elect Director Thomas W. Horton | Management | For | For |
| 1f | Elect Director Marissa A. Mayer | Management | For | For |
| 1g | Elect Director C. Douglas McMillon | Management | For | For |
| 1h | Elect Director Gregory B. Penner | Management | For | For |
| 1i | Elect Director Randall L. Stephenson | Management | For | For |
| 1j | Elect Director S. Robson Walton | Management | For | For |
| 1k | Elect Director Steuart L. Walton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Animal Welfare Policies and Practices in Food Supply Chain | Shareholder | Against | For |
| 5 | Create a Pandemic Workforce Advisory Council | Shareholder | Against | Against |
| 6 | Report on Impacts of Restrictive Reproductive Healthcare Legislation | Shareholder | Against | Against |
| 7 | Report on Alignment of Racial Justice Goals and Starting Wages | Shareholder | Against | For |
| 8 | Report on a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Charitable Contributions | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| ZIMMER BIOMET HOLDINGS, INC. Meeting Date: MAY 13, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ZBH Security ID: 98956P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher B. Begley | Management | For | For |
| 1b | Elect Director Betsy J. Bernard | Management | For | For |
| 1c | Elect Director Michael J. Farrell | Management | For | For |
| 1d | Elect Director Robert A. Hagemann | Management | For | For |
| 1e | Elect Director Bryan C. Hanson | Management | For | For |
| 1f | Elect Director Arthur J. Higgins | Management | For | For |
| 1g | Elect Director Maria Teresa (Tessa) Hilado | Management | For | For |
| 1h | Elect Director Syed Jafry | Management | For | For |
| 1i | Elect Director Sreelakshmi Kolli | Management | For | For |
| 1j | Elect Director Michael W. Michelson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
Global Real Estate
| ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST Meeting Date: MAY 03, 2022 Record Date: MAR 15, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: AP.UN Security ID: 019456102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Trustee Matthew Andrade | Management | For | For |
| 1B | Elect Trustee Kay Brekken | Management | For | For |
| 1C | Elect Trustee Gerald R. Connor | Management | For | For |
| 1D | Elect Trustee Lois Cormack | Management | For | For |
| 1E | Elect Trustee Gordon R. Cunningham | Management | For | For |
| 1F | Elect Trustee Michael R. Emory | Management | For | For |
| 1G | Elect Trustee Toni Rossi | Management | For | For |
| 1H | Elect Trustee Stephen L. Sender | Management | For | For |
| 1I | Elect Trustee Jennifer A. Tory | Management | For | For |
| 2 | Approve Deloitte LLP as Auditors and Authorize Trustees to Fix Their Remuneration | Management | For | For |
| 3 | Amend Declaration of Trust | Management | For | For |
| 4 | Approve Unitholder Rights Plan | Management | For | For |
| 5 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| AMERICAN HOMES 4 RENT Meeting Date: MAY 03, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMH Security ID: 02665T306 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth M. Woolley | Management | For | For |
| 1b | Elect Director David P. Singelyn | Management | For | For |
| 1c | Elect Director Douglas N. Benham | Management | For | For |
| 1d | Elect Director Jack Corrigan | Management | For | For |
| 1e | Elect Director David Goldberg | Management | For | For |
| 1f | Elect Director Tamara H. Gustavson | Management | For | For |
| 1g | Elect Director Matthew J. Hart | Management | For | For |
| 1h | Elect Director Michelle C. Kerrick | Management | For | For |
| 1i | Elect Director James H. Kropp | Management | For | For |
| 1j | Elect Director Lynn C. Swann | Management | For | For |
| 1k | Elect Director Winifred M. Webb | Management | For | For |
| 1l | Elect Director Jay Willoughby | Management | For | For |
| 1m | Elect Director Matthew R. Zaist | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AVALONBAY COMMUNITIES, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AVB Security ID: 053484101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glyn F. Aeppel | Management | For | For |
| 1b | Elect Director Terry S. Brown | Management | For | For |
| 1c | Elect Director Alan B. Buckelew | Management | For | For |
| 1d | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1e | Elect Director Stephen P. Hills | Management | For | For |
| 1f | Elect Director Christopher B. Howard | Management | For | For |
| 1g | Elect Director Richard J. Lieb | Management | For | For |
| 1h | Elect Director Nnenna Lynch | Management | For | For |
| 1i | Elect Director Timothy J. Naughton | Management | For | For |
| 1j | Elect Director Benjamin W. Schall | Management | For | For |
| 1k | Elect Director Susan Swanezy | Management | For | For |
| 1l | Elect Director W. Edward Walter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BOSTON PROPERTIES, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BXP Security ID: 101121101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel I. Klein | Management | For | For |
| 1b | Elect Director Kelly A. Ayotte | Management | For | For |
| 1c | Elect Director Bruce W. Duncan | Management | For | For |
| 1d | Elect Director Carol B. Einiger | Management | For | For |
| 1e | Elect Director Diane J. Hoskins | Management | For | For |
| 1f | Elect Director Mary E. Kipp | Management | For | For |
| 1g | Elect Director Douglas T. Linde | Management | For | For |
| 1h | Elect Director Matthew J. Lustig | Management | For | For |
| 1i | Elect Director Owen D. Thomas | Management | For | For |
| 1j | Elect Director David A. Twardock | Management | For | For |
| 1k | Elect Director William H. Walton, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Remuneration of Non-Employee Directors | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BRIXMOR PROPERTY GROUP INC. Meeting Date: APR 27, 2022 Record Date: FEB 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BRX Security ID: 11120U105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James M. Taylor, Jr. | Management | For | For |
| 1.2 | Elect Director John G. Schreiber | Management | For | For |
| 1.3 | Elect Director Michael Berman | Management | For | For |
| 1.4 | Elect Director Julie Bowerman | Management | For | For |
| 1.5 | Elect Director Sheryl M. Crosland | Management | For | For |
| 1.6 | Elect Director Thomas W. Dickson | Management | For | For |
| 1.7 | Elect Director Daniel B. Hurwitz | Management | For | For |
| 1.8 | Elect Director Sandra A. J. Lawrence | Management | For | For |
| 1.9 | Elect Director William D. Rahm | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| CAMDEN PROPERTY TRUST Meeting Date: MAY 12, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CPT Security ID: 133131102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard J. Campo | Management | For | For |
| 1.2 | Elect Director Javier E. Benito | Management | For | For |
| 1.3 | Elect Director Heather J. Brunner | Management | For | For |
| 1.4 | Elect Director Mark D. Gibson | Management | For | For |
| 1.5 | Elect Director Scott S. Ingraham | Management | For | For |
| 1.6 | Elect Director Renu Khator | Management | For | For |
| 1.7 | Elect Director D. Keith Oden | Management | For | For |
| 1.8 | Elect Director Frances Aldrich Sevilla-Sacasa | Management | For | For |
| 1.9 | Elect Director Steven A. Webster | Management | For | For |
| 1.10 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CAPITALAND INTEGRATED COMMERCIAL TRUST Meeting Date: APR 21, 2022 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: C38U Security ID: Y1100L160 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Report of the Trustee, Statement by the Manager, and Audited Financial Statements and Auditors' Report | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 4 | Authorize Unit Repurchase Program | Management | For | For |
| CAPITALAND INVESTMENT LTD. Meeting Date: APR 29, 2022 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: 9CI Security ID: Y1091P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve First and Final Dividend and Special Dividend | Management | For | For |
| 3 | Approve Directors' Remuneration | Management | For | For |
| 4a | Elect Lee Chee Koon as Director | Management | For | For |
| 4b | Elect Judy Hsu Chung Wei as Director | Management | For | For |
| 5a | Elect Helen Wong Siu Ming as Director | Management | For | For |
| 5b | Elect David Su Tuong Sing as Director | Management | For | For |
| 6 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 8 | Approve Grant of Awards and Issuance of Shares Under the CapitaLand Investment Performance Share Plan 2021 and the CapitaLand Investment Restricted Share Plan 2021 | Management | For | Against |
| 9 | Authorize Share Repurchase Program | Management | For | For |
| CAPITALAND LTD. Meeting Date: AUG 10, 2021 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: C31 Security ID: Y10923103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Capital Reduction and Distribution in Specie | Management | For | For |
| CAPITALAND LTD. Meeting Date: AUG 10, 2021 Record Date: Meeting Type: COURT | ||||
| Ticker: C31 Security ID: Y10923103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| CELLNEX TELECOM SA Meeting Date: APR 27, 2022 Record Date: APR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CLNX Security ID: E2R41M104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 2 | Approve Non-Financial Information Statement | Management | For | For |
| 3 | Approve Treatment of Net Loss | Management | For | For |
| 4 | Approve Discharge of Board | Management | For | For |
| 5.1 | Approve Annual Maximum Remuneration | Management | For | For |
| 5.2 | Approve Remuneration Policy | Management | For | Against |
| 5.3 | Approve Grant of Shares to CEO | Management | For | For |
| 6.1 | Fix Number of Directors at 11 | Management | For | For |
| 6.2 | Reelect Tobias Martinez Gimeno as Director | Management | For | For |
| 6.3 | Reelect Bertrand Boudewijn Kan as Director | Management | For | For |
| 6.4 | Reelect Pierre Blayau as Director | Management | For | For |
| 6.5 | Reelect Anne Bouverot as Director | Management | For | For |
| 6.6 | Reelect Maria Luisa Guijarro Pinal as Director | Management | For | For |
| 6.7 | Reelect Peter Shore as Director | Management | For | For |
| 6.8 | Ratify Appointment of and Elect Kate Holgate as Director | Management | For | For |
| 7.1 | Amend Article 4 Re: Corporate Website | Management | For | For |
| 7.2 | Amend Article 18 Re: Board Term | Management | For | For |
| 7.3 | Amend Article 20 Re: Director Remuneration | Management | For | For |
| 7.4 | Approve Restated Articles of Association | Management | For | For |
| 8 | Approve Exchange of Debt for Equity | Management | For | For |
| 9 | Authorize Increase in Capital up to 50 Percent via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 10 Percent | Management | For | For |
| 10 | Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities with Exclusion of Preemptive Rights up to 10 Percent of Capital | Management | For | For |
| 11 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 12 | Advisory Vote on Remuneration Report | Management | For | For |
| CHARTER HALL GROUP Meeting Date: NOV 11, 2021 Record Date: NOV 09, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CHC Security ID: Q2308A138 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Elect Jacqueline Chow as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4 | Approve Issuance of Service Rights to David Harrison | Management | For | Against |
| 5 | Approve Issuance of Performance Rights to David Harrison | Management | For | Against |
| 6 | Approve Issuance of ROP Performance Rights to David Harrison | Management | For | Against |
| 7 | Approve the Increase in Maximum Aggregate Remuneration of Non-Executive Directors | Management | None | For |
| CHARTWELL RETIREMENT RESIDENCES Meeting Date: MAY 19, 2022 Record Date: MAR 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CSH.UN Security ID: 16141A103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Trustee V. Ann Davis of Chartwell Retirement Residences | Management | For | For |
| 1.2 | Elect Trustee James Scarlett of Chartwell Retirement Residences | Management | For | For |
| 1.3 | Elect Trustee Huw Thomas of Chartwell Retirement Residences | Management | For | For |
| 2.1 | Elect Trustee Andre R. Kuzmicki of CSH Trust | Management | For | For |
| 2.2 | Elect Trustee Sharon Sallows of CSH Trust | Management | For | For |
| 2.3 | Elect Trustee Gary Whitelaw of CSH Trust | Management | For | For |
| 3.1 | Elect Director W. Brent Binions of Chartwell Master Care Corporation | Management | For | For |
| 3.2 | Elect Director V. Ann Davis of Chartwell Master Care Corporation | Management | For | For |
| 3.3 | Elect Director Andre R. Kuzmicki of Chartwell Master Care Corporation | Management | For | For |
| 3.4 | Elect Director Valerie Pisano of Chartwell Master Care Corporation | Management | For | For |
| 3.5 | Elect Director Sharon Sallows of Chartwell Master Care Corporation | Management | For | For |
| 3.6 | Elect Director James Scarlett of Chartwell Master Care Corporation | Management | For | For |
| 3.7 | Elect Director Huw Thomas of Chartwell Master Care Corporation | Management | For | For |
| 3.8 | Elect Director Vlad Volodarski of Chartwell Master Care Corporation | Management | For | For |
| 3.9 | Elect Director Gary Whitelaw of Chartwell Master Care Corporation | Management | For | For |
| 4 | Approve KPMG LLP as Auditors and Authorize Trustees to Fix Their Remuneration | Management | For | For |
| 5 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| CITY DEVELOPMENTS LIMITED Meeting Date: APR 28, 2022 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: C09 Security ID: V23130111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Directors' and Auditors' Reports | Management | For | For |
| 2 | Approve Final and Special Dividend | Management | For | For |
| 3 | Approve Directors' Fees | Management | For | For |
| 4a | Elect Kwek Leng Beng as Director | Management | For | Against |
| 4b | Elect Sherman Kwek Eik Tse as Director | Management | For | For |
| 4c | Elect Ong Lian Jin Colin as Director | Management | For | For |
| 5 | Elect Tang Ai Ai Mrs Wong Ai Ai as Director | Management | For | For |
| 6 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 8 | Authorize Share Repurchase Program | Management | For | For |
| 9 | Approve Mandate for Interested Person Transactions | Management | For | For |
| 10 | Approve Distribution of Dividend-in-Specie | Management | For | For |
| COMFORIA RESIDENTIAL REIT, INC. Meeting Date: APR 21, 2022 Record Date: JAN 31, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 3282 Security ID: J0816Z106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Amend Provisions on Deemed Approval System - Reflect Changes in Accounting Standards | Management | For | For |
| 2 | Elect Executive Director Izawa, Takehiro | Management | For | For |
| 3.1 | Elect Alternate Executive Director Yoshikawa, Kentaro | Management | For | For |
| 3.2 | Elect Alternate Executive Director Kawauchi, Daisuke | Management | For | For |
| 4.1 | Elect Supervisory Director Yamamoto, Koji | Management | For | For |
| 4.2 | Elect Supervisory Director Oshima, Masamichi | Management | For | For |
| 5 | Elect Alternate Supervisory Director Chiba, Hiroko | Management | For | For |
| CTP NV Meeting Date: APR 26, 2022 Record Date: MAR 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CTPNV Security ID: N2368S105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2(a) | Receive Board Report (Non-Voting) | Management | None | None |
| 2(b) | Approve Remuneration Report | Management | For | For |
| 2(c) | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2(d) | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2(e) | Approve Final Dividend | Management | For | For |
| 3(a) | Approve Discharge of Executive Directors | Management | For | For |
| 3(b) | Approve Discharge of Non-Executive Directors | Management | For | For |
| 4(a) | Grant Board Authority to Issue Shares Up to 15 Percent of Issued Capital | Management | For | Against |
| 4(b) | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | Against |
| 4(c) | Grant Board Authority to Issue Shares or Grant Rights to Subscribe for Shares Pursuant to an Interim Scrip Dividend | Management | For | For |
| 4(d) | Authorize Board to Exclude Preemptive Rights from Share Issuances in Relation to an Interim Scrip Dividend | Management | For | For |
| 4(e) | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 5 | Amend Articles Re: Change of Corporate Seat from Utrecht to Amsterdam | Management | For | For |
| 6 | Other Business (Non-Voting) | Management | None | None |
| 7 | Close Meeting | Management | None | None |
| CTP NV Meeting Date: JUN 15, 2022 Record Date: MAY 18, 2022 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: CTPNV Security ID: N2368S105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Approve Business Combination | Management | For | For |
| 3 | Other Business (Non-Voting) | Management | None | None |
| 4 | Close Meeting | Management | None | None |
| DIGITAL REALTY TRUST, INC. Meeting Date: JUN 03, 2022 Record Date: APR 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DLR Security ID: 253868103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Laurence A. Chapman | Management | For | Against |
| 1b | Elect Director Alexis Black Bjorlin | Management | For | For |
| 1c | Elect Director VeraLinn "Dash" Jamieson | Management | For | Against |
| 1d | Elect Director Kevin J. Kennedy | Management | For | For |
| 1e | Elect Director William G. LaPerch | Management | For | Against |
| 1f | Elect Director Jean F.H.P. Mandeville | Management | For | For |
| 1g | Elect Director Afshin Mohebbi | Management | For | For |
| 1h | Elect Director Mark R. Patterson | Management | For | Against |
| 1i | Elect Director Mary Hogan Preusse | Management | For | Against |
| 1j | Elect Director Dennis E. Singleton | Management | For | For |
| 1k | Elect Director A. William Stein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Risks Associated with Use of Concealment Clauses | Shareholder | Against | For |
| DREAM INDUSTRIAL REAL ESTATE INVESTMENT TRUST Meeting Date: JUN 07, 2022 Record Date: APR 14, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: DIR.UN Security ID: 26153W109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Trustee R. Sacha Bhatia | Management | For | For |
| 1.2 | Elect Trustee Michael Cooper | Management | For | For |
| 1.3 | Elect Trustee J. Michael Knowlton | Management | For | For |
| 1.4 | Elect Trustee Ben Mulroney | Management | For | For |
| 1.5 | Elect Trustee Brian Pauls | Management | For | For |
| 1.6 | Elect Trustee Vicky Schiff | Management | For | For |
| 1.7 | Elect Trustee Vincenza Sera | Management | For | For |
| 1.8 | Elect Trustee Sheldon Wiseman | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Trustees to Fix Their Remuneration | Management | For | For |
| 3 | Amend Declaration of Trust | Management | For | For |
| 4 | Amend Deferred Unit Incentive Plan | Management | For | For |
| EMBASSY OFFICE PARKS REIT Meeting Date: JUN 13, 2022 Record Date: JUN 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 542602 Security ID: Y2R9YR104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Valuation Report | Management | For | For |
| ESSENTIAL PROPERTIES REALTY TRUST, INC. Meeting Date: MAY 16, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EPRT Security ID: 29670E107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul T. Bossidy | Management | For | For |
| 1.2 | Elect Director Joyce DeLucca | Management | For | For |
| 1.3 | Elect Director Scott A. Estes | Management | For | For |
| 1.4 | Elect Director Peter M. Mavoides | Management | For | For |
| 1.5 | Elect Director Lawrence J. Minich | Management | For | For |
| 1.6 | Elect Director Heather L. Neary | Management | For | For |
| 1.7 | Elect Director Stephen D. Sautel | Management | For | For |
| 1.8 | Elect Director Janaki Sivanesan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| ESSEX PROPERTY TRUST, INC. Meeting Date: MAY 10, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ESS Security ID: 297178105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith R. Guericke | Management | For | For |
| 1.2 | Elect Director Maria R. Hawthorne | Management | For | For |
| 1.3 | Elect Director Amal M. Johnson | Management | For | For |
| 1.4 | Elect Director Mary Kasaris | Management | For | For |
| 1.5 | Elect Director Irving F. Lyons, III | Management | For | For |
| 1.6 | Elect Director George M. Marcus | Management | For | For |
| 1.7 | Elect Director Thomas E. Robinson | Management | For | For |
| 1.8 | Elect Director Michael J. Schall | Management | For | For |
| 1.9 | Elect Director Byron A. Scordelis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| GOODMAN GROUP Meeting Date: NOV 18, 2021 Record Date: NOV 16, 2021 Meeting Type: ANNUAL | ||||
| Ticker: GMG Security ID: Q4229W132 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Appoint KPMG as Auditors of Goodman Logistics (HK) Limited and Authorize the Board to Fix Their Remuneration | Management | For | For |
| 2 | Elect Rebecca McGrath as Director of Goodman Limited | Management | For | Against |
| 3a | Elect Danny Peeters as Director of Goodman Limited | Management | For | Against |
| 3b | Elect Danny Peeters as Director of Goodman Logistics (HK) Ltd | Management | For | Against |
| 4 | Elect David Collins as Director of Goodman Logistics (HK) Ltd | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | Against |
| 6 | Approve Issuance of Performance Rights to Greg Goodman | Management | For | Against |
| 7 | Approve Issuance of Performance Rights to Danny Peeters | Management | For | Against |
| 8 | Approve Issuance of Performance Rights to Anthony Rozic | Management | For | Against |
| GRAINGER PLC Meeting Date: FEB 09, 2022 Record Date: FEB 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GRI Security ID: G40432117 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Mark Clare as Director | Management | For | For |
| 5 | Re-elect Helen Gordon as Director | Management | For | For |
| 6 | Elect Robert Hudson as Director | Management | For | For |
| 7 | Re-elect Rob Wilkinson as Director | Management | For | For |
| 8 | Re-elect Justin Read as Director | Management | For | For |
| 9 | Re-elect Janette Bell as Director | Management | For | For |
| 10 | Elect Carol Hui as Director | Management | For | For |
| 11 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 12 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 13 | Authorise Issue of Equity | Management | For | For |
| 14 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 15 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 16 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 17 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| HOST HOTELS & RESORTS, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HST Security ID: 44107P104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary L. Baglivo | Management | For | For |
| 1.2 | Elect Director Herman E. Bulls | Management | For | For |
| 1.3 | Elect Director Richard E. Marriott | Management | For | For |
| 1.4 | Elect Director Mary Hogan Preusse | Management | For | For |
| 1.5 | Elect Director Walter C. Rakowich | Management | For | For |
| 1.6 | Elect Director James F. Risoleo | Management | For | For |
| 1.7 | Elect Director Gordon H. Smith | Management | For | For |
| 1.8 | Elect Director A. William Stein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HULIC CO., LTD. Meeting Date: MAR 23, 2022 Record Date: DEC 31, 2021 Meeting Type: ANNUAL | ||||
| Ticker: 3003 Security ID: J23594112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 20 | Management | For | For |
| 2 | Amend Articles to Disclose Shareholder Meeting Materials on Internet - Clarify Director Authority on Board Meetings | Management | For | For |
| 3.1 | Elect Director Nishiura, Saburo | Management | For | For |
| 3.2 | Elect Director Maeda, Takaya | Management | For | For |
| 3.3 | Elect Director Shiga, Hidehiro | Management | For | For |
| 3.4 | Elect Director Kobayashi, Hajime | Management | For | For |
| 3.5 | Elect Director Nakajima, Tadashi | Management | For | For |
| 3.6 | Elect Director Yoshidome, Manabu | Management | For | For |
| 3.7 | Elect Director Miyajima, Tsukasa | Management | For | For |
| 3.8 | Elect Director Yamada, Hideo | Management | For | For |
| 3.9 | Elect Director Fukushima, Atsuko | Management | For | For |
| 3.10 | Elect Director Tsuji, Shinji | Management | For | For |
| 4 | Approve Compensation Ceiling for Directors | Management | For | For |
| 5 | Approve Trust-Type Equity Compensation Plan | Management | For | For |
| INGENIA COMMUNITIES GROUP Meeting Date: NOV 11, 2021 Record Date: NOV 09, 2021 Meeting Type: ANNUAL | ||||
| Ticker: INA Security ID: Q4912D185 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Approve Remuneration Report | Management | For | For |
| 3.1 | Elect James Hazel as Director | Management | For | For |
| 3.2 | Elect Sally Evans as Director | Management | For | For |
| 4 | Approve Grant of FY22 Fixed Remuneration Rights, Short-Term Incentive Plan Rights and Long-Term Incentive Plan Rights to Simon Owen | Management | For | Against |
| INNOVATIVE INDUSTRIAL PROPERTIES, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: IIPR Security ID: 45781V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan Gold | Management | For | For |
| 1.2 | Elect Director Gary Kreitzer | Management | For | For |
| 1.3 | Elect Director Mary Curran | Management | For | For |
| 1.4 | Elect Director Scott Shoemaker | Management | For | For |
| 1.5 | Elect Director Paul Smithers | Management | For | For |
| 1.6 | Elect Director David Stecher | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INVINCIBLE INVESTMENT CORP. Meeting Date: DEC 17, 2021 Record Date: OCT 31, 2021 Meeting Type: SPECIAL | ||||
| Ticker: 8963 Security ID: J2442V103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Reflect Changes in Accounting Standards - Amend Provisions on Deemed Approval System - Amend Asset Management Compensation | Management | For | For |
| 2 | Elect Executive Director Fukuda, Naoki | Management | For | For |
| 3 | Elect Alternate Executive Director Ichiki, Naoto | Management | For | For |
| 4.1 | Elect Supervisory Director Tamura, Yoshihiro | Management | For | For |
| 4.2 | Elect Supervisory Director Fujimoto, Hiroyuki | Management | For | For |
| INVITATION HOMES, INC. Meeting Date: MAY 17, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: INVH Security ID: 46187W107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Fascitelli | Management | For | For |
| 1.2 | Elect Director Dallas B. Tanner | Management | For | For |
| 1.3 | Elect Director Jana Cohen Barbe | Management | For | For |
| 1.4 | Elect Director Richard D. Bronson | Management | For | For |
| 1.5 | Elect Director Jeffrey E. Kelter | Management | For | For |
| 1.6 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.7 | Elect Director John B. Rhea | Management | For | For |
| 1.8 | Elect Director J. Heidi Roizen | Management | For | For |
| 1.9 | Elect Director Janice L. Sears | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| IRON MOUNTAIN INCORPORATED Meeting Date: MAY 10, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: IRM Security ID: 46284V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Allerton | Management | For | For |
| 1b | Elect Director Pamela M. Arway | Management | For | For |
| 1c | Elect Director Clarke H. Bailey | Management | For | For |
| 1d | Elect Director Kent P. Dauten | Management | For | For |
| 1e | Elect Director Monte Ford | Management | For | For |
| 1f | Elect Director Robin L. Matlock | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Wendy J. Murdock | Management | For | For |
| 1i | Elect Director Walter C. Rakowich | Management | For | For |
| 1j | Elect Director Doyle R. Simons | Management | For | For |
| 1k | Elect Director Alfred J. Verrecchia | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KILROY REALTY CORPORATION Meeting Date: MAY 19, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KRC Security ID: 49427F108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John Kilroy | Management | For | For |
| 1b | Elect Director Edward F. Brennan | Management | For | For |
| 1c | Elect Director Jolie Hunt | Management | For | For |
| 1d | Elect Director Scott S. Ingraham | Management | For | For |
| 1e | Elect Director Louisa G. Ritter | Management | For | For |
| 1f | Elect Director Gary R. Stevenson | Management | For | For |
| 1g | Elect Director Peter B. Stoneberg | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KIMCO REALTY CORPORATION Meeting Date: AUG 03, 2021 Record Date: JUN 21, 2021 Meeting Type: SPECIAL | ||||
| Ticker: KIM Security ID: 49446R109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| KIMCO REALTY CORPORATION Meeting Date: APR 26, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KIM Security ID: 49446R109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Milton Cooper | Management | For | For |
| 1b | Elect Director Philip E. Coviello | Management | For | For |
| 1c | Elect Director Conor C. Flynn | Management | For | For |
| 1d | Elect Director Frank Lourenso | Management | For | For |
| 1e | Elect Director Henry Moniz | Management | For | For |
| 1f | Elect Director Mary Hogan Preusse | Management | For | For |
| 1g | Elect Director Valerie Richardson | Management | For | For |
| 1h | Elect Director Richard B. Saltzman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Pricewaterhouse Coopers LLP as Auditors | Management | For | For |
| KITE REALTY GROUP TRUST Meeting Date: MAY 11, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KRG Security ID: 49803T300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John A. Kite | Management | For | For |
| 1b | Elect Director William E. Bindley | Management | For | For |
| 1c | Elect Director Bonnie S. Biumi | Management | For | For |
| 1d | Elect Director Derrick Burks | Management | For | For |
| 1e | Elect Director Victor J. Coleman | Management | For | For |
| 1f | Elect Director Gerald M. Gorski | Management | For | For |
| 1g | Elect Director Steven P. Grimes | Management | For | Against |
| 1h | Elect Director Christie B. Kelly | Management | For | For |
| 1i | Elect Director Peter L. Lynch | Management | For | For |
| 1j | Elect Director David R. O'Reilly | Management | For | For |
| 1k | Elect Director Barton R. Peterson | Management | For | For |
| 1l | Elect Director Charles H. Wurtzebach | Management | For | For |
| 1m | Elect Director Caroline L. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| KLEPIERRE SA Meeting Date: APR 26, 2022 Record Date: APR 22, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: LI Security ID: F5396X102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Treatment of Losses | Management | For | For |
| 4 | Approve Payment of EUR 1.70 per Share by Distribution of Equity Premiums | Management | For | For |
| 5 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 6 | Reelect Rose-Marie Van Lerberghe as Supervisory Board Member | Management | For | For |
| 7 | Reelect Beatrice de Clermont-Tonnerre as Supervisory Board Member | Management | For | For |
| 8 | Renew Appointment of Deloitte & Associes as Auditor | Management | For | For |
| 9 | Renew Appointment of Ernst & Young Audit as Auditor | Management | For | For |
| 10 | Approve Remuneration Policy of Chairman and Supervisory Board Members | Management | For | For |
| 11 | Approve Remuneration Policy of Chairman of the Management Board | Management | For | For |
| 12 | Approve Remuneration Policy of Management Board Members | Management | For | For |
| 13 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 14 | Approve Compensation of Chairman of the Supervisory Board | Management | For | For |
| 15 | Approve Compensation of Chairman of the Management Board | Management | For | For |
| 16 | Approve Compensation of CFO, Management Board Member | Management | For | For |
| 17 | Approve Compensation of COO, Management Board Member | Management | For | For |
| 18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 19 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 20 | Authorize up to 0.3 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | Against |
| 21 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| LASALLE LOGIPORT REIT Meeting Date: NOV 19, 2021 Record Date: AUG 31, 2021 Meeting Type: SPECIAL | ||||
| Ticker: 3466 Security ID: J38684106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Amend Articles to Amend Provisions on Deemed Approval System - Reflect Changes in Accounting Standards | Management | For | For |
| 2 | Elect Executive Director Fujiwara, Toshimitsu | Management | For | For |
| 3 | Elect Alternate Executive Director Jigami, Taira | Management | For | For |
| 4.1 | Elect Supervisory Director Shibata, Kentaro | Management | For | For |
| 4.2 | Elect Supervisory Director Nishiuchi, Koji | Management | For | For |
| 4.3 | Elect Supervisory Director Takenaga, Rie | Management | For | For |
| LIFE STORAGE, INC. Meeting Date: MAY 26, 2022 Record Date: MAR 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LSI Security ID: 53223X107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark G. Barberio | Management | For | For |
| 1.2 | Elect Director Joseph V. Saffire | Management | For | For |
| 1.3 | Elect Director Stephen R. Rusmisel | Management | For | For |
| 1.4 | Elect Director Arthur L. Havener, Jr. | Management | For | For |
| 1.5 | Elect Director Dana Hamilton | Management | For | For |
| 1.6 | Elect Director Edward J. Pettinella | Management | For | For |
| 1.7 | Elect Director David L. Rogers | Management | For | For |
| 1.8 | Elect Director Susan Harnett | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| LINK REAL ESTATE INVESTMENT TRUST Meeting Date: JUL 30, 2021 Record Date: JUL 26, 2021 Meeting Type: ANNUAL | ||||
| Ticker: 823 Security ID: Y5281M111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Note the Financial Statements and Statutory Reports | Management | None | None |
| 2 | Note the Appointment of Auditor and Fixing of Their Remuneration | Management | None | None |
| 3.1 | Elect Nicholas Charles Allen as Director | Management | For | For |
| 3.2 | Elect Christopher John Brooke as Director | Management | For | For |
| 3.3 | Elect Poh Lee Tan as Director | Management | For | For |
| 3.4 | Elect Ian Keith Griffiths as Director | Management | For | For |
| 4.1 | Elect Lincoln Leong Kwok Kuen as Director | Management | For | For |
| 5 | Authorize Repurchase of Issued Units | Management | For | For |
| 6.1 | Amend Trust Deed Distribution Formula Re: Realized Losses on the Disposal of Relevant Investments, Properties and/or Disposal of the Special Purpose Vehicle which Holds Such Properties | Management | For | For |
| 6.2 | Amend Trust Deed Distribution Formula Re: Non-Cash Losses | Management | For | For |
| 7 | Approve Amended Investment Limit for Property Development and Related Activities and the Corresponding Property Development Trust Deed Amendments | Management | For | For |
| 8 | Amend Trust Deed Re: Conduct of General Meeting Amendments | Management | For | For |
| MAPLETREE COMMERCIAL TRUST Meeting Date: JUL 22, 2021 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: N2IU Security ID: Y5759T101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Report of the Trustee, Statement by the Manager, Audited Financial Statements and Auditors' Report | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditor and Authorize Manager to Fix Their Remuneration | Management | For | For |
| 3 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| MAPLETREE LOGISTICS TRUST Meeting Date: JUL 13, 2021 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: M44U Security ID: Y5759Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Report of the Trustee, Statement by the Manager, Audited Financial Statements and Auditors' Report | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Manager to Fix Their Remuneration | Management | For | For |
| 3 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| MAPLETREE LOGISTICS TRUST Meeting Date: JAN 13, 2022 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: M44U Security ID: Y5759Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Acquisitions | Management | For | For |
| 2 | Approve Allotment and Issuance of New Units Pursuant to the PRC Acquisitions | Management | For | For |
| 3 | Approve Whitewash Resolution | Management | For | For |
| OPEN HOUSE CO., LTD. Meeting Date: DEC 22, 2021 Record Date: SEP 30, 2021 Meeting Type: ANNUAL | ||||
| Ticker: 3288 Security ID: J3072G101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 62 | Management | For | For |
| 2 | Amend Articles to Change Company Name - Amend Business Lines - Amend Provisions on Number of Directors | Management | For | For |
| 3.1 | Elect Director Arai, Masaaki | Management | For | For |
| 3.2 | Elect Director Kamata, Kazuhiko | Management | For | For |
| 3.3 | Elect Director Imamura, Hitoshi | Management | For | For |
| 3.4 | Elect Director Fukuoka, Ryosuke | Management | For | For |
| 3.5 | Elect Director Wakatabi, Kotaro | Management | For | For |
| 3.6 | Elect Director Munemasa, Hiroshi | Management | For | For |
| 3.7 | Elect Director Ishimura, Hitoshi | Management | For | For |
| 3.8 | Elect Director Omae, Yuko | Management | For | For |
| 3.9 | Elect Director Kotani, Maoko | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Mabuchi, Akiko | Management | For | For |
| ORIX JREIT INC. Meeting Date: NOV 26, 2021 Record Date: AUG 31, 2021 Meeting Type: SPECIAL | ||||
| Ticker: 8954 Security ID: J8996L102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Amend Provisions on Deemed Approval System | Management | For | For |
| 2 | Elect Executive Director Miura, Hiroshi | Management | For | For |
| 3 | Elect Alternate Executive Director Hattori, Takeshi | Management | For | For |
| 4.1 | Elect Supervisory Director Koike, Toshio | Management | For | For |
| 4.2 | Elect Supervisory Director Hattori, Takeshi | Management | For | For |
| 4.3 | Elect Supervisory Director Oshimi, Yukako | Management | For | For |
| POTLATCHDELTIC CORPORATION Meeting Date: MAY 02, 2022 Record Date: MAR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PCH Security ID: 737630103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne L. Alonzo | Management | For | For |
| 1b | Elect Director Michael J. Covey | Management | For | For |
| 1c | Elect Director R. Hunter Pierson, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Restricted Stock Plan | Management | For | Against |
| PROLOGIS, INC. Meeting Date: MAY 04, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PLD Security ID: 74340W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director George L. Fotiades | Management | For | For |
| 1d | Elect Director Lydia H. Kennard | Management | For | For |
| 1e | Elect Director Irving F. Lyons, III | Management | For | For |
| 1f | Elect Director Avid Modjtabai | Management | For | For |
| 1g | Elect Director David P. O'Connor | Management | For | For |
| 1h | Elect Director Olivier Piani | Management | For | For |
| 1i | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1j | Elect Director Carl B. Webb | Management | For | For |
| 1k | Elect Director William D. Zollars | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| PUBLIC STORAGE Meeting Date: APR 28, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PSA Security ID: 74460D109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1b | Elect Director Tamara Hughes Gustavson | Management | For | For |
| 1c | Elect Director Leslie S. Heisz | Management | For | For |
| 1d | Elect Director Michelle Millstone-Shroff | Management | For | For |
| 1e | Elect Director Shankh S. Mitra | Management | For | For |
| 1f | Elect Director David J. Neithercut | Management | For | For |
| 1g | Elect Director Rebecca Owen | Management | For | For |
| 1h | Elect Director Kristy M. Pipes | Management | For | For |
| 1i | Elect Director Avedick B. Poladian | Management | For | For |
| 1j | Elect Director John Reyes | Management | For | For |
| 1k | Elect Director Joseph D. Russell, Jr. | Management | For | For |
| 1l | Elect Director Tariq M. Shaukat | Management | For | For |
| 1m | Elect Director Ronald P. Spogli | Management | For | For |
| 1n | Elect Director Paul S. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Voting Requirements to Amend the Declaration of Trust | Management | For | For |
| REALTY INCOME CORPORATION Meeting Date: AUG 12, 2021 Record Date: JUL 08, 2021 Meeting Type: SPECIAL | ||||
| Ticker: O Security ID: 756109104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| REXFORD INDUSTRIAL REALTY, INC. Meeting Date: JUN 13, 2022 Record Date: APR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: REXR Security ID: 76169C100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Antin | Management | For | For |
| 1.2 | Elect Director Michael S. Frankel | Management | For | For |
| 1.3 | Elect Director Diana J. Ingram | Management | For | For |
| 1.4 | Elect Director Angela L. Kleiman | Management | For | For |
| 1.5 | Elect Director Debra L. Morris | Management | For | For |
| 1.6 | Elect Director Tyler H. Rose | Management | For | For |
| 1.7 | Elect Director Howard Schwimmer | Management | For | For |
| 1.8 | Elect Director Richard Ziman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| RYMAN HOSPITALITY PROPERTIES, INC. Meeting Date: MAY 12, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RHP Security ID: 78377T107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rachna Bhasin | Management | For | For |
| 1b | Elect Director Alvin Bowles, Jr. | Management | For | For |
| 1c | Elect Director Christian Brickman | Management | For | For |
| 1d | Elect Director Mark Fioravanti | Management | For | For |
| 1e | Elect Director Fazal Merchant | Management | For | For |
| 1f | Elect Director Patrick Moore | Management | For | For |
| 1g | Elect Director Christine Pantoya | Management | For | For |
| 1h | Elect Director Robert Prather, Jr. | Management | For | For |
| 1i | Elect Director Colin Reed | Management | For | For |
| 1j | Elect Director Michael I. Roth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SBA COMMUNICATIONS CORPORATION Meeting Date: MAY 12, 2022 Record Date: MAR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SBAC Security ID: 78410G104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin L. Beebe | Management | For | For |
| 1.2 | Elect Director Jack Langer | Management | For | For |
| 1.3 | Elect Director Jeffrey A. Stoops | Management | For | For |
| 1.4 | Elect Director Jay L. Johnson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SCENTRE GROUP Meeting Date: APR 07, 2022 Record Date: APR 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SCG Security ID: Q8351E109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Brian Schwartz as Director | Management | For | For |
| 4 | Elect Michael Ihlein as Director | Management | For | For |
| 5 | Elect Ilana Atlas as Director | Management | For | For |
| 6 | Elect Catherine Brenner as Director | Management | For | For |
| 7 | Approve Grant of Performance Rights to Peter Allen | Management | For | Against |
| 8 | Approve the Spill Resolution | Management | Against | Against |
| SEGRO PLC Meeting Date: APR 21, 2022 Record Date: APR 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SGRO Security ID: G80277141 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Remuneration Policy | Management | For | For |
| 5 | Re-elect Gerald Corbett as Director | Management | For | For |
| 6 | Re-elect Mary Barnard as Director | Management | For | For |
| 7 | Re-elect Sue Clayton as Director | Management | For | For |
| 8 | Re-elect Soumen Das as Director | Management | For | For |
| 9 | Re-elect Carol Fairweather as Director | Management | For | For |
| 10 | Re-elect Andy Gulliford as Director | Management | For | For |
| 11 | Re-elect Martin Moore as Director | Management | For | For |
| 12 | Re-elect David Sleath as Director | Management | For | For |
| 13 | Elect Simon Fraser as Director | Management | For | For |
| 14 | Elect Andy Harrison as Director | Management | For | For |
| 15 | Elect Linda Yueh as Director | Management | For | For |
| 16 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Amend Long Term Incentive Plan | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 23 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 24 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| SHAFTESBURY PLC Meeting Date: FEB 04, 2022 Record Date: FEB 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SHB Security ID: G80603106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Amend 2016 Long-Term Incentive Plan | Management | For | For |
| 5 | Approve Final Dividend | Management | For | For |
| 6 | Elect Helena Coles as Director | Management | For | For |
| 7 | Re-elect Jonathan Nicholls as Director | Management | For | For |
| 8 | Re-elect Brian Bickell as Director | Management | For | For |
| 9 | Re-elect Simon Quayle as Director | Management | For | For |
| 10 | Re-elect Christopher Ward as Director | Management | For | For |
| 11 | Re-elect Thomas Welton as Director | Management | For | For |
| 12 | Re-elect Richard Akers as Director | Management | For | For |
| 13 | Re-elect Ruth Anderson as Director | Management | For | For |
| 14 | Re-elect Jennelle Tilling as Director | Management | For | For |
| 15 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 16 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 20 | Authorise Market Purchase of Shares | Management | For | For |
| 21 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| SOSILA LOGISTICS REIT, INC. Meeting Date: AUG 30, 2021 Record Date: MAY 31, 2021 Meeting Type: SPECIAL | ||||
| Ticker: 2979 Security ID: J7645P100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Amend Provisions on Deemed Approval System | Management | For | For |
| 2 | Elect Executive Director Yano, Masaaki | Management | For | For |
| 3 | Elect Alternate Executive Director Matsumoto, Nobuhiko | Management | For | For |
| 4.1 | Elect Supervisory Director Doba, Manabu | Management | For | Against |
| 4.2 | Elect Supervisory Director Midorikawa, Yoshie | Management | For | For |
| 5.1 | Elect Alternate Supervisory Director Oyama, Taro | Management | For | Against |
| 5.2 | Elect Alternate Supervisory Director Kanayama, Aiko | Management | For | For |
| SPIRIT REALTY CAPITAL, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SRC Security ID: 84860W300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin M. Charlton | Management | For | For |
| 1.2 | Elect Director Elizabeth F. Frank | Management | For | For |
| 1.3 | Elect Director Michelle M. Frymire | Management | For | For |
| 1.4 | Elect Director Kristian M. Gathright | Management | For | For |
| 1.5 | Elect Director Richard I. Gilchrist | Management | For | For |
| 1.6 | Elect Director Jackson Hsieh | Management | For | For |
| 1.7 | Elect Director Diana M. Laing | Management | For | For |
| 1.8 | Elect Director Nicholas P. Shepherd | Management | For | For |
| 1.9 | Elect Director Thomas J. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SWITCH, INC. Meeting Date: JUN 10, 2022 Record Date: APR 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SWCH Security ID: 87105L104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rob Roy | Management | For | For |
| 1.2 | Elect Director Angela Archon | Management | For | For |
| 1.3 | Elect Director Jason Genrich | Management | For | For |
| 1.4 | Elect Director Liane Pelletier | Management | For | For |
| 1.5 | Elect Director Zareh Sarrafian | Management | For | For |
| 1.6 | Elect Director Kim Sheehy | Management | For | For |
| 1.7 | Elect Director Donald D. Snyder | Management | For | For |
| 1.8 | Elect Director Tom Thomas | Management | For | For |
| 1.9 | Elect Director Bryan Wolf | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Securities Transfer Restrictions | Management | For | For |
| 5 | Change State of Incorporation to Maryland | Management | For | For |
| TOKYU FUDOSAN HOLDINGS CORP. Meeting Date: JUN 28, 2022 Record Date: MAR 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 3289 Security ID: J88764105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 9 | Management | For | For |
| 2 | Amend Articles to Disclose Shareholder Meeting Materials on Internet - Amend Provisions on Number of Directors | Management | For | For |
| 3.1 | Elect Director Kanazashi, Kiyoshi | Management | For | For |
| 3.2 | Elect Director Nishikawa, Hironori | Management | For | For |
| 3.3 | Elect Director Uemura, Hitoshi | Management | For | For |
| 3.4 | Elect Director Okada, Masashi | Management | For | For |
| 3.5 | Elect Director Kimura, Shohei | Management | For | For |
| 3.6 | Elect Director Ota, Yoichi | Management | For | For |
| 3.7 | Elect Director Hoshino, Hiroaki | Management | For | For |
| 3.8 | Elect Director Nomoto, Hirofumi | Management | For | For |
| 3.9 | Elect Director Kaiami, Makoto | Management | For | For |
| 3.10 | Elect Director Arai, Saeko | Management | For | For |
| 3.11 | Elect Director Miura, Satoshi | Management | For | For |
| 3.12 | Elect Director Hoshino, Tsuguhiko | Management | For | For |
| 3.13 | Elect Director Jozuka, Yumiko | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Nagao, Ryo | Management | For | For |
| TRICON RESIDENTIAL INC. Meeting Date: JUN 22, 2022 Record Date: MAY 03, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: TCN Security ID: 89612W102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David Berman | Management | For | For |
| 1b | Elect Director J. Michael Knowlton | Management | For | For |
| 1c | Elect Director Peter D. Sacks | Management | For | For |
| 1d | Elect Director Sian M. Matthews | Management | For | For |
| 1e | Elect Director Ira Gluskin | Management | For | For |
| 1f | Elect Director Camille Douglas | Management | For | For |
| 1g | Elect Director Frank Cohen | Management | For | For |
| 1h | Elect Director Renee L. Glover | Management | For | For |
| 1i | Elect Director Gary Berman | Management | For | For |
| 1j | Elect Director Geoff Matus | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLC as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Re-approve Shareholder Rights Plan | Management | For | For |
| UDR, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: UDR Security ID: 902653104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Katherine A. Cattanach | Management | For | For |
| 1b | Elect Director Jon A. Grove | Management | For | For |
| 1c | Elect Director Mary Ann King | Management | For | For |
| 1d | Elect Director James D. Klingbeil | Management | For | For |
| 1e | Elect Director Clint D. McDonnough | Management | For | For |
| 1f | Elect Director Robert A. McNamara | Management | For | For |
| 1g | Elect Director Diane M. Morefield | Management | For | For |
| 1h | Elect Director Kevin C. Nickelberry | Management | For | For |
| 1i | Elect Director Mark R. Patterson | Management | For | For |
| 1j | Elect Director Thomas W. Toomey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VENTAS INC. Meeting Date: APR 27, 2022 Record Date: MAR 21, 2022 Meeting Type: PROXY CONTEST | ||||
| Ticker: VTR Security ID: 92276F100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (White Proxy Card) | ||||
| 1.1 | Elect Director Melody C. Barnes | Management | For | For |
| 1.2 | Elect Director Debra A. Cafaro | Management | For | For |
| 1.3 | Elect Director Michael J. Embler | Management | For | For |
| 1.4 | Elect Director Matthew J. Lustig | Management | For | For |
| 1.5 | Elect Director Roxanne M. Martino | Management | For | For |
| 1.6 | Elect Director Marguerite M. Nader | Management | For | For |
| 1.7 | Elect Director Sean P. Nolan | Management | For | For |
| 1.8 | Elect Director Walter C. Rakowich | Management | For | For |
| 1.9 | Elect Director Robert D. Reed | Management | For | For |
| 1.10 | Elect Director James D. Shelton | Management | For | For |
| 1.11 | Elect Director Maurice S. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (Blue Proxy Card) | ||||
| 1.1 | Elect Director Jonathan Litt | Shareholder | For | Did Not Vote |
| 1.2 | Management Nominee Melody C. Barnes | Shareholder | For | Did Not Vote |
| 1.3 | Management Nominee Debra A. Cafaro | Shareholder | For | Did Not Vote |
| 1.4 | Management Nominee Michael J. Embler | Shareholder | For | Did Not Vote |
| 1.5 | Management Nominee Matthew J. Lustig | Shareholder | For | Did Not Vote |
| 1.6 | Management Nominee Roxanne M. Martino | Shareholder | For | Did Not Vote |
| 1.7 | Management Nominee Marguerite M. Nader | Shareholder | For | Did Not Vote |
| 1.8 | Management Nominee Sean P. Nolan | Shareholder | For | Did Not Vote |
| 1.9 | Management Nominee Walter C. Rakowich | Shareholder | For | Did Not Vote |
| 1.10 | Management Nominee Robert D. Reed | Shareholder | For | Did Not Vote |
| 1.11 | Management Nominee Maurice S. Smith | Shareholder | For | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | None | Did Not Vote |
| 3 | Approve Omnibus Stock Plan | Management | None | Did Not Vote |
| 4 | Ratify KPMG LLP as Auditors | Management | None | Did Not Vote |
| VGP NV Meeting Date: MAY 13, 2022 Record Date: APR 29, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: VGP Security ID: B9738D109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| A1 | Receive Directors' and Auditors' Reports Re: Consolidated Annual Accounts (Non-Voting) | Management | None | None |
| A2 | Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) | Management | None | None |
| A3 | Receive Directors' and Auditors' Reports on Annual Accounts (Non-Voting) | Management | None | None |
| A4 | Approve Financial Statements, Allocation of Income, and Dividends | Management | For | For |
| A5 | Approve Remuneration Report | Management | For | For |
| A6 | Approve Discharge of Directors | Management | For | For |
| A7 | Approve Discharge of Auditors | Management | For | For |
| B1.1 | Receive Special Board Report Re: Authorized Capital | Management | None | None |
| B1.2 | Renew Authorization to Increase Share Capital within the Framework of Authorized Capital | Management | For | Against |
| B2.1 | Authorize Board to Repurchase Shares in the Event of a Serious and Imminent Harm and Under Normal Conditions | Management | For | Against |
| B2.2 | Authorize Repurchase of Up to 20 Percent of Issued Share Capital | Management | For | Against |
| B2.3 | Amend Article 40 Re: Acquisition and Disposal of Company Treasury Shares | Management | For | Against |
| B3 | Approve Change-of-Control Clause Re: Green Bonds Issued by the Company | Management | For | For |
| B4.1 | Authorize Board of Directors in Implementation of Approved Resolutions | Management | For | For |
| B4.2 | Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry | Management | For | For |
| VICI PROPERTIES INC. Meeting Date: OCT 29, 2021 Record Date: SEP 21, 2021 Meeting Type: SPECIAL | ||||
| Ticker: VICI Security ID: 925652109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| VICI PROPERTIES INC. Meeting Date: APR 27, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VICI Security ID: 925652109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WELLTOWER INC. Meeting Date: MAY 23, 2022 Record Date: APR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WELL Security ID: 95040Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth J. Bacon | Management | For | For |
| 1b | Elect Director Karen B. DeSalvo | Management | For | For |
| 1c | Elect Director Philip L. Hawkins | Management | For | For |
| 1d | Elect Director Dennis G. Lopez | Management | For | For |
| 1e | Elect Director Shankh Mitra | Management | For | For |
| 1f | Elect Director Ade J. Patton | Management | For | For |
| 1g | Elect Director Diana W. Reid | Management | For | For |
| 1h | Elect Director Sergio D. Rivera | Management | For | For |
| 1i | Elect Director Johnese M. Spisso | Management | For | For |
| 1j | Elect Director Kathryn M. Sullivan | Management | For | For |
| 2 | Amend Certificate of Incorporation of Welltower OP Inc. to Remove Welltower Inc. Shareholder Approval for the Amendments of Welltower OP Inc. Certificate of Incorporation and Other Extraordinary Transactions | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WORKSPACE GROUP PLC Meeting Date: JUL 22, 2021 Record Date: JUL 20, 2021 Meeting Type: ANNUAL | ||||
| Ticker: WKP Security ID: G5595E136 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Stephen Hubbard as Director | Management | For | For |
| 5 | Re-elect Graham Clemett as Director | Management | For | For |
| 6 | Re-elect David Benson as Director | Management | For | For |
| 7 | Re-elect Chris Girling as Director | Management | For | For |
| 8 | Re-elect Damon Russell as Director | Management | For | For |
| 9 | Re-elect Suzi Williams as Director | Management | For | For |
| 10 | Elect Rosie Shapland as Director | Management | For | For |
| 11 | Elect Lesley-Ann Nash as Director | Management | For | For |
| 12 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 13 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 14 | Authorise Issue of Equity | Management | For | For |
| 15 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 18 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
Mid Cap Value
| ADVANCE AUTO PARTS, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AAP Security ID: 00751Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carla J. Bailo | Management | For | For |
| 1b | Elect Director John F. Ferraro | Management | For | For |
| 1c | Elect Director Thomas R. Greco | Management | For | For |
| 1d | Elect Director Joan M. Hilson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1g | Elect Director Douglas A. Pertz | Management | For | For |
| 1h | Elect Director Sherice R. Torres | Management | For | For |
| 1i | Elect Director Nigel Travis | Management | For | For |
| 1j | Elect Director Arthur L. Valdez, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | For |
| AFLAC INCORPORATED Meeting Date: MAY 02, 2022 Record Date: FEB 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AFL Security ID: 001055102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel P. Amos | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Arthur R. Collins | Management | For | For |
| 1d | Elect Director Toshihiko Fukuzawa | Management | For | For |
| 1e | Elect Director Thomas J. Kenny | Management | For | For |
| 1f | Elect Director Georgette D. Kiser | Management | For | For |
| 1g | Elect Director Karole F. Lloyd | Management | For | For |
| 1h | Elect Director Nobuchika Mori | Management | For | For |
| 1i | Elect Director Joseph L. Moskowitz | Management | For | For |
| 1j | Elect Director Barbara K. Rimer | Management | For | For |
| 1k | Elect Director Katherine T. Rohrer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| AMCOR PLC Meeting Date: NOV 10, 2021 Record Date: SEP 15, 2021 Meeting Type: ANNUAL | ||||
| Ticker: AMCR Security ID: G0250X107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Graeme Liebelt | Management | For | For |
| 1b | Elect Director Armin Meyer | Management | For | For |
| 1c | Elect Director Ronald Delia | Management | For | For |
| 1d | Elect Director Achal Agarwal | Management | For | For |
| 1e | Elect Director Andrea Bertone | Management | For | For |
| 1f | Elect Director Susan Carter | Management | For | For |
| 1g | Elect Director Karen Guerra | Management | For | For |
| 1h | Elect Director Nicholas (Tom) Long | Management | For | For |
| 1i | Elect Director Arun Nayar | Management | For | For |
| 1j | Elect Director Jeremy Sutcliffe | Management | For | For |
| 1k | Elect Director David Szczupak | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMDOCS LIMITED Meeting Date: JAN 28, 2022 Record Date: NOV 30, 2021 Meeting Type: ANNUAL | ||||
| Ticker: DOX Security ID: G02602103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert A. Minicucci | Management | For | For |
| 1.2 | Elect Director Adrian Gardner | Management | For | For |
| 1.3 | Elect Director James S. Kahan | Management | For | For |
| 1.4 | Elect Director Rafael de la Vega | Management | For | For |
| 1.5 | Elect Director Giora Yaron | Management | For | For |
| 1.6 | Elect Director Eli Gelman | Management | For | For |
| 1.7 | Elect Director Richard T.C. LeFave | Management | For | For |
| 1.8 | Elect Director John A. MacDonald | Management | For | For |
| 1.9 | Elect Director Shuky Sheffer | Management | For | For |
| 1.10 | Elect Director Yvette Kanouff | Management | For | For |
| 1.11 | Elect Director Sarah Ruth Davis | Management | For | For |
| 2 | Approve an Increase in the Quarterly Cash Dividend Rate | Management | For | For |
| 3 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 4 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| AMERIPRISE FINANCIAL, INC. Meeting Date: APR 27, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMP Security ID: 03076C106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James M. Cracchiolo | Management | For | For |
| 1b | Elect Director Dianne Neal Blixt | Management | For | For |
| 1c | Elect Director Amy DiGeso | Management | For | For |
| 1d | Elect Director Lon R. Greenberg | Management | For | For |
| 1e | Elect Director Robert F. Sharpe, Jr. | Management | For | For |
| 1f | Elect Director Brian T. Shea | Management | For | For |
| 1g | Elect Director W. Edward Walter, III | Management | For | For |
| 1h | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AMERISOURCEBERGEN CORPORATION Meeting Date: MAR 10, 2022 Record Date: JAN 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ABC Security ID: 03073E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ornella Barra | Management | For | For |
| 1b | Elect Director Steven H. Collis | Management | For | For |
| 1c | Elect Director D. Mark Durcan | Management | For | For |
| 1d | Elect Director Richard W. Gochnauer | Management | For | For |
| 1e | Elect Director Lon R. Greenberg | Management | For | For |
| 1f | Elect Director Jane E. Henney | Management | For | For |
| 1g | Elect Director Kathleen W. Hyle | Management | For | For |
| 1h | Elect Director Michael J. Long | Management | For | For |
| 1i | Elect Director Henry W. McGee | Management | For | For |
| 1j | Elect Director Dennis M. Nally | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Adopt a Policy That No Financial Metric Be Adjusted to Exclude Legal or Compliance Costs in Determining Executive Compensation | Shareholder | Against | Against |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| ATMOS ENERGY CORPORATION Meeting Date: FEB 09, 2022 Record Date: DEC 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ATO Security ID: 049560105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director J. Kevin Akers | Management | For | For |
| 1b | Elect Director Kim R. Cocklin | Management | For | For |
| 1c | Elect Director Kelly H. Compton | Management | For | For |
| 1d | Elect Director Sean Donohue | Management | For | For |
| 1e | Elect Director Rafael G. Garza | Management | For | For |
| 1f | Elect Director Richard K. Gordon | Management | For | For |
| 1g | Elect Director Nancy K. Quinn | Management | For | For |
| 1h | Elect Director Richard A. Sampson | Management | For | For |
| 1i | Elect Director Diana J. Walters | Management | For | For |
| 1j | Elect Director Frank Yoho | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AXALTA COATING SYSTEMS LTD. Meeting Date: JUN 08, 2022 Record Date: APR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AXTA Security ID: G0750C108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert W. Bryant | Management | For | For |
| 1.2 | Elect Director Steven M. Chapman | Management | For | For |
| 1.3 | Elect Director William M. Cook | Management | For | For |
| 1.4 | Elect Director Tyrone M. Jordan | Management | For | For |
| 1.5 | Elect Director Deborah J. Kissire | Management | For | For |
| 1.6 | Elect Director Elizabeth C. Lempres | Management | For | For |
| 1.7 | Elect Director Robert M. McLaughlin | Management | For | For |
| 1.8 | Elect Director Rakesh Sachdev | Management | For | For |
| 1.9 | Elect Director Samuel L. Smolik | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BAE SYSTEMS PLC Meeting Date: MAY 05, 2022 Record Date: MAY 03, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BA Security ID: G06940103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Nicholas Anderson as Director | Management | For | For |
| 5 | Re-elect Thomas Arseneault as Director | Management | For | For |
| 6 | Re-elect Sir Roger Carr as Director | Management | For | For |
| 7 | Re-elect Dame Elizabeth Corley as Director | Management | For | For |
| 8 | Re-elect Bradley Greve as Director | Management | For | For |
| 9 | Re-elect Jane Griffiths as Director | Management | For | For |
| 10 | Re-elect Christopher Grigg as Director | Management | For | For |
| 11 | Re-elect Stephen Pearce as Director | Management | For | For |
| 12 | Re-elect Nicole Piasecki as Director | Management | For | For |
| 13 | Re-elect Charles Woodburn as Director | Management | For | For |
| 14 | Elect Crystal E Ashby as Director | Management | For | For |
| 15 | Elect Ewan Kirk as Director | Management | For | For |
| 16 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Approve Share Incentive Plan | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| BAKER HUGHES COMPANY Meeting Date: MAY 17, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BKR Security ID: 05722G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Geoffrey Beattie | Management | For | For |
| 1.2 | Elect Director Gregory D. Brenneman | Management | For | For |
| 1.3 | Elect Director Cynthia B. Carroll | Management | For | For |
| 1.4 | Elect Director Nelda J. Connors | Management | For | For |
| 1.5 | Elect Director Michael R. Dumais | Management | For | For |
| 1.6 | Elect Director Gregory L. Ebel | Management | For | For |
| 1.7 | Elect Director Lynn L. Elsenhans | Management | For | For |
| 1.8 | Elect Director John G. Rice | Management | For | For |
| 1.9 | Elect Director Lorenzo Simonelli | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| BEACON ROOFING SUPPLY, INC. Meeting Date: FEB 18, 2022 Record Date: DEC 22, 2021 Meeting Type: ANNUAL | ||||
| Ticker: BECN Security ID: 073685109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Philip W. Knisely | Management | For | For |
| 1.2 | Elect Director Julian G. Francis | Management | For | For |
| 1.3 | Elect Director Carl T. Berquist | Management | For | For |
| 1.4 | Elect Director Barbara G. Fast | Management | For | For |
| 1.5 | Elect Director Richard W. Frost | Management | For | For |
| 1.6 | Elect Director Alan Gershenhorn | Management | For | For |
| 1.7 | Elect Director Robert M. McLaughlin | Management | For | For |
| 1.8 | Elect Director Earl Newsome, Jr. | Management | For | For |
| 1.9 | Elect Director Neil S. Novich | Management | For | For |
| 1.10 | Elect Director Stuart A. Randle | Management | For | For |
| 1.11 | Elect Director Nathan K. Sleeper | Management | For | For |
| 1.12 | Elect Director Douglas L. Young | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BECTON, DICKINSON AND COMPANY Meeting Date: JAN 25, 2022 Record Date: DEC 06, 2021 Meeting Type: ANNUAL | ||||
| Ticker: BDX Security ID: 075887109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.2 | Elect Director Carrie L. Byington | Management | For | For |
| 1.3 | Elect Director R. Andrew Eckert | Management | For | For |
| 1.4 | Elect Director Claire M. Fraser | Management | For | For |
| 1.5 | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1.6 | Elect Director Christopher Jones | Management | For | For |
| 1.7 | Elect Director Marshall O. Larsen | Management | For | For |
| 1.8 | Elect Director David F. Melcher | Management | For | For |
| 1.9 | Elect Director Thomas E. Polen | Management | For | For |
| 1.10 | Elect Director Claire Pomeroy | Management | For | For |
| 1.11 | Elect Director Timothy M. Ring | Management | For | For |
| 1.12 | Elect Director Bertram L. Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| BORGWARNER INC. Meeting Date: APR 27, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BWA Security ID: 099724106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Sara A. Greenstein | Management | For | For |
| 1B | Elect Director David S. Haffner | Management | For | For |
| 1C | Elect Director Michael S. Hanley | Management | For | For |
| 1D | Elect Director Frederic B. Lissalde | Management | For | For |
| 1E | Elect Director Paul A. Mascarenas | Management | For | For |
| 1F | Elect Director Shaun E. McAlmont | Management | For | For |
| 1G | Elect Director Deborah D. McWhinney | Management | For | For |
| 1H | Elect Director Alexis P. Michas | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Right to Act by Written Consent | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| BRIDGESTONE CORP. Meeting Date: MAR 23, 2022 Record Date: DEC 31, 2021 Meeting Type: ANNUAL | ||||
| Ticker: 5108 Security ID: J04578126 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 85 | Management | For | For |
| 2 | Amend Articles to Disclose Shareholder Meeting Materials on Internet | Management | For | For |
| 3.1 | Elect Director Ishibashi, Shuichi | Management | For | For |
| 3.2 | Elect Director Higashi, Masahiro | Management | For | For |
| 3.3 | Elect Director Scott Trevor Davis | Management | For | For |
| 3.4 | Elect Director Okina, Yuri | Management | For | For |
| 3.5 | Elect Director Masuda, Kenichi | Management | For | For |
| 3.6 | Elect Director Yamamoto, Kenzo | Management | For | For |
| 3.7 | Elect Director Terui, Keiko | Management | For | For |
| 3.8 | Elect Director Sasa, Seiichi | Management | For | For |
| 3.9 | Elect Director Shiba, Yojiro | Management | For | For |
| 3.10 | Elect Director Suzuki, Yoko | Management | For | For |
| 3.11 | Elect Director Hara, Hideo | Management | For | For |
| 3.12 | Elect Director Yoshimi, Tsuyoshi | Management | For | For |
| CAPITOL FEDERAL FINANCIAL, INC. Meeting Date: JAN 25, 2022 Record Date: DEC 03, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CFFN Security ID: 14057J101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John B. Dicus | Management | For | For |
| 1.2 | Elect Director James G. Morris | Management | For | For |
| 1.3 | Elect Director Jeffrey R. Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CARDINAL HEALTH, INC. Meeting Date: NOV 05, 2021 Record Date: SEP 07, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CAH Security ID: 14149Y108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carrie S. Cox | Management | For | For |
| 1b | Elect Director Bruce L. Downey | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director David C. Evans | Management | For | For |
| 1e | Elect Director Patricia A. Hemingway Hall | Management | For | For |
| 1f | Elect Director Akhil Johri | Management | For | For |
| 1g | Elect Director Michael C. Kaufmann | Management | For | For |
| 1h | Elect Director Gregory B. Kenny | Management | For | For |
| 1i | Elect Director Nancy Killefer | Management | For | For |
| 1j | Elect Director Dean A. Scarborough | Management | For | For |
| 1k | Elect Director John H. Weiland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CDK GLOBAL, INC. Meeting Date: NOV 11, 2021 Record Date: SEP 17, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CDK Security ID: 12508E101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leslie A. Brun | Management | For | For |
| 1b | Elect Director Willie A. Deese | Management | For | For |
| 1c | Elect Director Amy J. Hillman | Management | For | For |
| 1d | Elect Director Brian M. Krzanich | Management | For | For |
| 1e | Elect Director Stephen A. Miles | Management | For | For |
| 1f | Elect Director Robert E. Radway | Management | For | For |
| 1g | Elect Director Stephen F. Schuckenbrock | Management | For | For |
| 1h | Elect Director Frank S. Sowinski | Management | For | For |
| 1i | Elect Director Eileen J. Voynick | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CERNER CORPORATION Meeting Date: MAY 26, 2022 Record Date: MAR 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CERN Security ID: 156782104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mitchell E. Daniels, Jr. | Management | For | For |
| 1b | Elect Director Elder Granger | Management | For | For |
| 1c | Elect Director John J. Greisch | Management | For | For |
| 1d | Elect Director Melinda J. Mount | Management | For | For |
| 1e | Elect Director George A. Riedel | Management | For | For |
| 1f | Elect Director R. Halsey Wise | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4a | Eliminate Supermajority Vote Requirements for Certain Business Combination Transactions | Management | For | For |
| 4b | Eliminate Supermajority Vote Requirement to Amend or Repeal the By-Laws | Management | For | For |
| 4c | Eliminate Supermajority Vote Requirement to Repeal Provisions of the Certificate | Management | For | For |
| 4d | Eliminate Supermajority Vote Requirement to Remove Directors With or Without Cause | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | Against |
| 6 | Provide Right to Call a Special Meeting | Shareholder | Against | For |
| CHUBB LIMITED Meeting Date: NOV 03, 2021 Record Date: SEP 10, 2021 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify Share Repurchase Program | Management | For | For |
| 2 | Approve CHF 349,339,410 Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 3 | Transact Other Business (Voting) | Management | For | Against |
| CHUBB LIMITED Meeting Date: MAY 19, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | Against |
| 5.2 | Elect Director Michael P. Connors | Management | For | Against |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Sheila P. Burke | Management | For | For |
| 5.6 | Elect Director Mary Cirillo | Management | For | Against |
| 5.7 | Elect Director Robert J. Hugin | Management | For | For |
| 5.8 | Elect Director Robert W. Scully | Management | For | For |
| 5.9 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.10 | Elect Director David H. Sidwell | Management | For | For |
| 5.11 | Elect Director Olivier Steimer | Management | For | For |
| 5.12 | Elect Director Luis Tellez | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | Against |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect Mary Cirillo as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9 | Approve Creation of Authorized Capital With or Without Preemptive Rights | Management | For | For |
| 10 | Approve CHF 318,275,265 Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 4.8 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 54 Million for Fiscal 2023 | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Adopt and Disclose Policies to Ensure Underwriting Does Not Support New Fossil Fuel Supplies | Shareholder | Against | For |
| 14 | Report on Efforts to Reduce GHG Emissions Associated with Underwriting, Insuring, and Investing | Shareholder | Against | For |
| CIMAREX ENERGY CO. Meeting Date: SEP 29, 2021 Record Date: AUG 10, 2021 Meeting Type: SPECIAL | ||||
| Ticker: XEC Security ID: 171798101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Amend Charter to Give Holders of Preferred Stock the Right to Vote with Holders of Common Stock as a Single Class on All Matters Submitted to a Vote of Such Common Stockholders | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| COMMERCE BANCSHARES, INC. Meeting Date: APR 20, 2022 Record Date: FEB 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CBSH Security ID: 200525103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl H. Devanny, III | Management | For | For |
| 1.2 | Elect Director June McAllister Fowler | Management | For | For |
| 1.3 | Elect Director Benjamin F. Rassieur, III | Management | For | For |
| 1.4 | Elect Director Todd R. Schnuck | Management | For | For |
| 1.5 | Elect Director Christine B. Taylor-Broughton | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| COMPAGNIE DE SAINT-GOBAIN SA Meeting Date: JUN 02, 2022 Record Date: MAY 31, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: SGO Security ID: F80343100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.63 per Share | Management | For | For |
| 4 | Reelect Pierre-Andre de Chalandar as Director | Management | For | For |
| 5 | Ratify Appointment of Lina Ghotmeh as Director | Management | For | For |
| 6 | Elect Thierry Delaporte as Director | Management | For | For |
| 7 | Approve Compensation of Pierre-Andre de Chalendar, Chairman and CEO Until 30 June 2021 | Management | For | For |
| 8 | Approve Compensation of Benoit Bazin, Vice-CEO Until 30 June 2021 | Management | For | For |
| 9 | Approve Compensation of Pierre-Andre de Chalendar, Chairman of the Board Since 1 July 2021 | Management | For | For |
| 10 | Approve Compensation of Benoit Bazin, CEO Since 1 July 2021 | Management | For | For |
| 11 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 12 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 13 | Approve Remuneration Policy of CEO | Management | For | For |
| 14 | Approve Remuneration Policy of Directors | Management | For | For |
| 15 | Appoint Deloitte & Associes as Auditor | Management | For | For |
| 16 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 17 | Authorize up to 1.5 Percent of Issued Capital for Use in Stock Option Plans | Management | For | Against |
| 18 | Authorize up to 1.2 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | Against |
| 19 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| CONAGRA BRANDS, INC. Meeting Date: SEP 15, 2021 Record Date: JUL 26, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CAG Security ID: 205887102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anil Arora | Management | For | For |
| 1b | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1c | Elect Director Emanuel "Manny" Chirico | Management | For | For |
| 1d | Elect Director Sean M. Connolly | Management | For | For |
| 1e | Elect Director Joie A. Gregor | Management | For | For |
| 1f | Elect Director Fran Horowitz | Management | For | For |
| 1g | Elect Director Rajive Johri | Management | For | For |
| 1h | Elect Director Richard H. Lenny | Management | For | For |
| 1i | Elect Director Melissa Lora | Management | For | For |
| 1j | Elect Director Ruth Ann Marshall | Management | For | For |
| 1k | Elect Director Craig P. Omtvedt | Management | For | For |
| 1l | Elect Director Scott Ostfeld | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| CONOCOPHILLIPS Meeting Date: MAY 10, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: COP Security ID: 20825C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Caroline Maury Devine | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Provide Right to Call Special Meetings | Shareholder | Against | For |
| 7 | Report on GHG Emissions Reduction Targets | Shareholder | Against | For |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CRACKER BARREL OLD COUNTRY STORE, INC. Meeting Date: NOV 18, 2021 Record Date: SEP 17, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CBRL Security ID: 22410J106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas H. Barr | Management | For | For |
| 1.2 | Elect Director Carl T. Berquist | Management | For | For |
| 1.3 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.4 | Elect Director Meg G. Crofton | Management | For | For |
| 1.5 | Elect Director Gilbert R. Davila | Management | For | For |
| 1.6 | Elect Director William W. McCarten | Management | For | For |
| 1.7 | Elect Director Coleman H. Peterson | Management | For | For |
| 1.8 | Elect Director Gisel Ruiz | Management | For | For |
| 1.9 | Elect Director Darryl L. (Chip) Wade | Management | For | For |
| 1.10 | Elect Director Andrea M. Weiss | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Adopt, Renew or Amend Shareholder Rights Plan (Poison Pill) | Management | For | Against |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Allow Shareholder Meetings to be Held in Virtual-Only Format | Shareholder | Against | Against |
| CUMMINS INC. Meeting Date: MAY 10, 2022 Record Date: MAR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CMI Security ID: 231021106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director N. Thomas Linebarger | Management | For | For |
| 2 | Elect Director Jennifer W. Rumsey | Management | For | For |
| 3 | Elect Director Robert J. Bernhard | Management | For | For |
| 4 | Elect Director Franklin R. Chang Diaz | Management | For | For |
| 5 | Elect Director Bruno V. Di Leo Allen | Management | For | For |
| 6 | Elect Director Stephen B. Dobbs | Management | For | For |
| 7 | Elect Director Carla A. Harris | Management | For | For |
| 8 | Elect Director Robert K. Herdman | Management | For | For |
| 9 | Elect Director Thomas J. Lynch | Management | For | For |
| 10 | Elect Director William I. Miller | Management | For | For |
| 11 | Elect Director Georgia R. Nelson | Management | For | For |
| 12 | Elect Director Kimberly A. Nelson | Management | For | For |
| 13 | Elect Director Karen H. Quintos | Management | For | For |
| 14 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 15 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Require Independent Board Chair | Shareholder | Against | Against |
| DENTSPLY SIRONA INC. Meeting Date: MAY 25, 2022 Record Date: MAR 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: XRAY Security ID: 24906P109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eric K. Brandt | Management | For | For |
| 1b | Elect Director Donald M. Casey, Jr. *Withdrawn Resolution* | Management | None | None |
| 1c | Elect Director Willie A. Deese | Management | For | For |
| 1d | Elect Director John P. Groetelaars | Management | For | For |
| 1e | Elect Director Betsy D. Holden | Management | For | For |
| 1f | Elect Director Clyde R. Hosein | Management | For | For |
| 1g | Elect Director Harry M. Jansen Kraemer, Jr. | Management | For | For |
| 1h | Elect Director Gregory T. Lucier | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 1j | Elect Director Janet S. Vergis | Management | For | For |
| 1k | Elect Director Dorothea Wenzel | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Bylaws to Add Federal Forum Selection Provision | Management | For | For |
| DEVON ENERGY CORPORATION Meeting Date: JUN 08, 2022 Record Date: APR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DVN Security ID: 25179M103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara M. Baumann | Management | For | For |
| 1.2 | Elect Director John E. Bethancourt | Management | For | For |
| 1.3 | Elect Director Ann G. Fox | Management | For | For |
| 1.4 | Elect Director David A. Hager | Management | For | For |
| 1.5 | Elect Director Kelt Kindick | Management | For | For |
| 1.6 | Elect Director John Krenicki, Jr. | Management | For | For |
| 1.7 | Elect Director Karl F. Kurz | Management | For | For |
| 1.8 | Elect Director Robert A. Mosbacher, Jr. | Management | For | For |
| 1.9 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.10 | Elect Director Duane C. Radtke | Management | For | For |
| 1.11 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| DOLLAR TREE, INC. Meeting Date: JUN 30, 2022 Record Date: APR 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DLTR Security ID: 256746108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas W. Dickson | Management | For | For |
| 1b | Elect Director Richard W. Dreiling | Management | For | For |
| 1c | Elect Director Cheryl W. Grise | Management | For | For |
| 1d | Elect Director Daniel J. Heinrich | Management | For | For |
| 1e | Elect Director Paul C. Hilal | Management | For | For |
| 1f | Elect Director Edward J. Kelly, III | Management | For | For |
| 1g | Elect Director Mary A. Laschinger | Management | For | For |
| 1h | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1i | Elect Director Winnie Y. Park | Management | For | For |
| 1j | Elect Director Bertram L. Scott | Management | For | For |
| 1k | Elect Director Stephanie P. Stahl | Management | For | For |
| 1l | Elect Director Michael A. Witynski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| EASTERN BANKSHARES, INC. Meeting Date: NOV 29, 2021 Record Date: OCT 01, 2021 Meeting Type: SPECIAL | ||||
| Ticker: EBC Security ID: 27627N105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Omnibus Stock Plan | Management | For | Against |
| EDISON INTERNATIONAL Meeting Date: APR 28, 2022 Record Date: MAR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EIX Security ID: 281020107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Michael C. Camunez | Management | For | For |
| 1c | Elect Director Vanessa C.L. Chang | Management | For | For |
| 1d | Elect Director James T. Morris | Management | For | For |
| 1e | Elect Director Timothy T. O'Toole | Management | For | For |
| 1f | Elect Director Pedro J. Pizarro | Management | For | For |
| 1g | Elect Director Marcy L. Reed | Management | For | For |
| 1h | Elect Director Carey A. Smith | Management | For | For |
| 1i | Elect Director Linda G. Stuntz | Management | For | For |
| 1j | Elect Director Peter J. Taylor | Management | For | For |
| 1k | Elect Director Keith Trent | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EMERSON ELECTRIC CO. Meeting Date: FEB 01, 2022 Record Date: NOV 23, 2021 Meeting Type: ANNUAL | ||||
| Ticker: EMR Security ID: 291011104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joshua B. Bolten | Management | For | For |
| 1.2 | Elect Director William H. Easter, III | Management | For | For |
| 1.3 | Elect Director Surendralal (Lal) L. Karsanbhai | Management | For | For |
| 1.4 | Elect Director Lori M. Lee | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ENVISTA HOLDINGS CORPORATION Meeting Date: MAY 24, 2022 Record Date: MAR 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NVST Security ID: 29415F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Amir Aghdaei | Management | For | For |
| 1.2 | Elect Director Vivek Jain | Management | For | For |
| 1.3 | Elect Director Daniel A. Raskas | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EQUINIX, INC. Meeting Date: MAY 25, 2022 Record Date: APR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EQIX Security ID: 29444U700 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nanci Caldwell | Management | For | For |
| 1.2 | Elect Director Adaire Fox-Martin | Management | For | For |
| 1.3 | Elect Director Ron Guerrier | Management | For | For |
| 1.4 | Elect Director Gary Hromadko | Management | For | For |
| 1.5 | Elect Director Irving Lyons, III | Management | For | For |
| 1.6 | Elect Director Charles Meyers | Management | For | For |
| 1.7 | Elect Director Christopher Paisley | Management | For | For |
| 1.8 | Elect Director Sandra Rivera | Management | For | For |
| 1.9 | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| ESSEX PROPERTY TRUST, INC. Meeting Date: MAY 10, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ESS Security ID: 297178105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith R. Guericke | Management | For | For |
| 1.2 | Elect Director Maria R. Hawthorne | Management | For | For |
| 1.3 | Elect Director Amal M. Johnson | Management | For | For |
| 1.4 | Elect Director Mary Kasaris | Management | For | For |
| 1.5 | Elect Director Irving F. Lyons, III | Management | For | For |
| 1.6 | Elect Director George M. Marcus | Management | For | For |
| 1.7 | Elect Director Thomas E. Robinson | Management | For | For |
| 1.8 | Elect Director Michael J. Schall | Management | For | For |
| 1.9 | Elect Director Byron A. Scordelis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EURONET WORLDWIDE, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EEFT Security ID: 298736109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Brown | Management | For | For |
| 1.2 | Elect Director Andrew B. Schmitt | Management | For | Withhold |
| 1.3 | Elect Director M. Jeannine Strandjord | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EVERGY, INC. Meeting Date: MAY 03, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EVRG Security ID: 30034W106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director David A. Campbell | Management | For | For |
| 1B | Elect Director Thomas D. Hyde | Management | For | For |
| 1C | Elect Director B. Anthony Isaac | Management | For | For |
| 1D | Elect Director Paul M. Keglevic | Management | For | For |
| 1E | Elect Director Mary L. Landrieu | Management | For | For |
| 1F | Elect Director Sandra A.J. Lawrence | Management | For | For |
| 1G | Elect Director Ann D. Murtlow | Management | For | For |
| 1H | Elect Director Sandra J. Price | Management | For | For |
| 1I | Elect Director Mark A. Ruelle | Management | For | For |
| 1J | Elect Director James Scarola | Management | For | For |
| 1K | Elect Director S. Carl Soderstrom, Jr. | Management | For | For |
| 1L | Elect Director C. John Wilder | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EVERSOURCE ENERGY Meeting Date: MAY 04, 2022 Record Date: MAR 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ES Security ID: 30040W108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cotton M. Cleveland | Management | For | For |
| 1.2 | Elect Director James S. DiStasio | Management | For | For |
| 1.3 | Elect Director Francis A. Doyle | Management | For | For |
| 1.4 | Elect Director Linda Dorcena Forry | Management | For | For |
| 1.5 | Elect Director Gregory M. Jones | Management | For | For |
| 1.6 | Elect Director James J. Judge | Management | For | For |
| 1.7 | Elect Director John Y. Kim | Management | For | For |
| 1.8 | Elect Director Kenneth R. Leibler | Management | For | For |
| 1.9 | Elect Director David H. Long | Management | For | For |
| 1.10 | Elect Director Joseph R. Nolan, Jr. | Management | For | For |
| 1.11 | Elect Director William C. Van Faasen | Management | For | For |
| 1.12 | Elect Director Frederica M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| F5, INC. Meeting Date: MAR 10, 2022 Record Date: JAN 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FFIV Security ID: 315616102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sandra E. Bergeron | Management | For | For |
| 1b | Elect Director Elizabeth L. Buse | Management | For | For |
| 1c | Elect Director Michael L. Dreyer | Management | For | For |
| 1d | Elect Director Alan J. Higginson | Management | For | For |
| 1e | Elect Director Peter S. Klein | Management | For | For |
| 1f | Elect Director Francois Locoh-Donou | Management | For | For |
| 1g | Elect Director Nikhil Mehta | Management | For | For |
| 1h | Elect Director Michael F. Montoya | Management | For | For |
| 1i | Elect Director Marie E. Myers | Management | For | For |
| 1j | Elect Director James M. Phillips | Management | For | For |
| 1k | Elect Director Sripada Shivananda | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FIRST HAWAIIAN, INC. Meeting Date: APR 20, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FHB Security ID: 32051X108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Allen Doane | Management | For | For |
| 1b | Elect Director Robert S. Harrison | Management | For | For |
| 1c | Elect Director Faye Watanabe Kurren | Management | For | For |
| 1d | Elect Director James S. Moffatt | Management | For | For |
| 1e | Elect Director Kelly A. Thompson | Management | For | For |
| 1f | Elect Director Allen B. Uyeda | Management | For | For |
| 1g | Elect Director Vanessa L. Washington | Management | For | For |
| 1h | Elect Director C. Scott Wo | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FOX CORPORATION Meeting Date: NOV 10, 2021 Record Date: SEP 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: FOXA Security ID: 35137L204 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director K. Rupert Murdoch | Management | For | For |
| 1b | Elect Director Lachlan K. Murdoch | Management | For | For |
| 1c | Elect Director William A. Burck | Management | For | Against |
| 1d | Elect Director Chase Carey | Management | For | For |
| 1e | Elect Director Anne Dias | Management | For | For |
| 1f | Elect Director Roland A. Hernandez | Management | For | For |
| 1g | Elect Director Jacques Nasser | Management | For | For |
| 1h | Elect Director Paul D. Ryan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 5 | Amend Certificate of Incorporation to Become a Public Benefit Corporation | Shareholder | Against | Against |
| GENERAL DYNAMICS CORPORATION Meeting Date: MAY 04, 2022 Record Date: MAR 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GD Security ID: 369550108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James S. Crown | Management | For | For |
| 1b | Elect Director Rudy F. deLeon | Management | For | For |
| 1c | Elect Director Cecil D. Haney | Management | For | For |
| 1d | Elect Director Mark M. Malcolm | Management | For | For |
| 1e | Elect Director James N. Mattis | Management | For | For |
| 1f | Elect Director Phebe N. Novakovic | Management | For | For |
| 1g | Elect Director C. Howard Nye | Management | For | For |
| 1h | Elect Director Catherine B. Reynolds | Management | For | For |
| 1i | Elect Director Laura J. Schumacher | Management | For | For |
| 1j | Elect Director Robert K. Steel | Management | For | For |
| 1k | Elect Director John G. Stratton | Management | For | For |
| 1l | Elect Director Peter A. Wall | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Human Rights Due Diligence | Shareholder | Against | Against |
| GENERAL MILLS, INC. Meeting Date: SEP 28, 2021 Record Date: JUL 30, 2021 Meeting Type: ANNUAL | ||||
| Ticker: GIS Security ID: 370334104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Kerry Clark | Management | For | For |
| 1b | Elect Director David M. Cordani | Management | For | For |
| 1c | Elect Director Jeffrey L. Harmening | Management | For | For |
| 1d | Elect Director Maria G. Henry | Management | For | For |
| 1e | Elect Director Jo Ann Jenkins | Management | For | For |
| 1f | Elect Director Elizabeth C. Lempres | Management | For | For |
| 1g | Elect Director Diane L. Neal | Management | For | For |
| 1h | Elect Director Steve Odland | Management | For | For |
| 1i | Elect Director Maria A. Sastre | Management | For | For |
| 1j | Elect Director Eric D. Sprunk | Management | For | For |
| 1k | Elect Director Jorge A. Uribe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| HEALTHCARE TRUST OF AMERICA, INC. Meeting Date: JUL 07, 2021 Record Date: APR 15, 2021 Meeting Type: ANNUAL | ||||
| Ticker: HTA Security ID: 42225P501 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott D. Peters | Management | For | For |
| 1b | Elect Director W. Bradley Blair, II | Management | For | For |
| 1c | Elect Director Vicki U. Booth | Management | For | For |
| 1d | Elect Director H. Lee Cooper | Management | For | For |
| 1e | Elect Director Warren D. Fix | Management | For | For |
| 1f | Elect Director Peter N. Foss | Management | For | For |
| 1g | Elect Director Jay P. Leupp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| HEALTHPEAK PROPERTIES, INC. Meeting Date: APR 28, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PEAK Security ID: 42250P103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian G. Cartwright | Management | For | For |
| 1b | Elect Director Christine N. Garvey | Management | For | For |
| 1c | Elect Director R. Kent Griffin, Jr. | Management | For | For |
| 1d | Elect Director David B. Henry | Management | For | For |
| 1e | Elect Director Thomas M. Herzog | Management | For | For |
| 1f | Elect Director Lydia H. Kennard | Management | For | For |
| 1g | Elect Director Sara G. Lewis | Management | For | For |
| 1h | Elect Director Katherine M. Sandstrom | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HEARTLAND EXPRESS, INC. Meeting Date: MAY 12, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HTLD Security ID: 422347104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Gerdin | Management | For | For |
| 1.2 | Elect Director Larry J. Gordon | Management | For | For |
| 1.3 | Elect Director Benjamin J. Allen | Management | For | For |
| 1.4 | Elect Director Brenda S. Neville | Management | For | Withhold |
| 1.5 | Elect Director James G. Pratt | Management | For | For |
| 1.6 | Elect Director Michael J. Sullivan | Management | For | For |
| 1.7 | Elect Director David P. Millis | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HENRY SCHEIN, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HSIC Security ID: 806407102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mohamad Ali | Management | For | For |
| 1b | Elect Director Stanley M. Bergman | Management | For | For |
| 1c | Elect Director James P. Breslawski | Management | For | For |
| 1d | Elect Director Deborah Derby | Management | For | For |
| 1e | Elect Director Joseph L. Herring | Management | For | For |
| 1f | Elect Director Kurt P. Kuehn | Management | For | For |
| 1g | Elect Director Philip A. Laskawy | Management | For | For |
| 1h | Elect Director Anne H. Margulies | Management | For | For |
| 1i | Elect Director Mark E. Mlotek | Management | For | For |
| 1j | Elect Director Steven Paladino | Management | For | For |
| 1k | Elect Director Carol Raphael | Management | For | For |
| 1l | Elect Director E. Dianne Rekow | Management | For | For |
| 1m | Elect Director Scott Serota | Management | For | For |
| 1n | Elect Director Bradley T. Sheares | Management | For | For |
| 1o | Elect Director Reed V. Tuckson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| HP INC. Meeting Date: APR 19, 2022 Record Date: FEB 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HPQ Security ID: 40434L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aida M. Alvarez | Management | For | For |
| 1b | Elect Director Shumeet Banerji | Management | For | For |
| 1c | Elect Director Robert R. Bennett | Management | For | For |
| 1d | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1e | Elect Director Bruce Broussard | Management | For | For |
| 1f | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1g | Elect Director Stephanie A. Burns | Management | For | For |
| 1h | Elect Director Mary Anne Citrino | Management | For | For |
| 1i | Elect Director Richard L. Clemmer | Management | For | For |
| 1j | Elect Director Enrique J. Lores | Management | For | For |
| 1k | Elect Director Judith "Jami" Miscik | Management | For | For |
| 1l | Elect Director Kim K.W. Rucker | Management | For | For |
| 1m | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| HUBBELL INCORPORATED Meeting Date: MAY 03, 2022 Record Date: MAR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HUBB Security ID: 443510607 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gerben W. Bakker | Management | For | For |
| 1.2 | Elect Director Carlos M. Cardoso | Management | For | For |
| 1.3 | Elect Director Anthony J. Guzzi | Management | For | For |
| 1.4 | Elect Director Rhett A. Hernandez | Management | For | For |
| 1.5 | Elect Director Neal J. Keating | Management | For | For |
| 1.6 | Elect Director Bonnie C. Lind | Management | For | For |
| 1.7 | Elect Director John F. Malloy | Management | For | For |
| 1.8 | Elect Director Jennifer M. Pollino | Management | For | For |
| 1.9 | Elect Director John G. Russell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HUMANA INC. Meeting Date: APR 21, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HUM Security ID: 444859102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director David A. Jones, Jr. | Management | For | For |
| 1i | Elect Director Karen W. Katz | Management | For | For |
| 1j | Elect Director Marcy S. Klevorn | Management | For | For |
| 1k | Elect Director William J. McDonald | Management | For | For |
| 1l | Elect Director Jorge S. Mesquita | Management | For | For |
| 1m | Elect Director James J. O'Brien | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| IMI PLC Meeting Date: MAY 05, 2022 Record Date: MAY 03, 2022 Meeting Type: ANNUAL | ||||
| Ticker: IMI Security ID: G47152114 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Re-elect Lord Smith of Kelvin as Director | Management | For | For |
| 5 | Re-elect Thomas Thune Andersen as Director | Management | For | For |
| 6 | Re-elect Caroline Dowling as Director | Management | For | For |
| 7 | Re-elect Katie Jackson as Director | Management | For | For |
| 8 | Re-elect Ajai Puri as Director | Management | For | For |
| 9 | Re-elect Isobel Sharp as Director | Management | For | For |
| 10 | Re-elect Daniel Shook as Director | Management | For | For |
| 11 | Re-elect Roy Twite as Director | Management | For | For |
| 12 | Approve Increase in the Maximum Aggregate Fees Payable to Directors | Management | For | For |
| 13 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Approve US Stock Purchase Plan | Management | For | For |
| A | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| B | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| C | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| D | Authorise the Company to Call General Meeting with 14 Working Days' Notice | Management | For | For |
| JUNIPER NETWORKS, INC. Meeting Date: MAY 11, 2022 Record Date: MAR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JNPR Security ID: 48203R104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gary Daichendt | Management | For | For |
| 1b | Elect Director Anne DelSanto | Management | For | For |
| 1c | Elect Director Kevin DeNuccio | Management | For | For |
| 1d | Elect Director James Dolce | Management | For | For |
| 1e | Elect Director Christine Gorjanc | Management | For | For |
| 1f | Elect Director Janet Haugen | Management | For | For |
| 1g | Elect Director Scott Kriens | Management | For | For |
| 1h | Elect Director Rahul Merchant | Management | For | For |
| 1i | Elect Director Rami Rahim | Management | For | For |
| 1j | Elect Director William Stensrud | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| KELLOGG COMPANY Meeting Date: APR 29, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: K Security ID: 487836108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rod Gillum | Management | For | For |
| 1b | Elect Director Mary Laschinger | Management | For | For |
| 1c | Elect Director Erica Mann | Management | For | For |
| 1d | Elect Director Carolyn Tastad | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Consider Pay Disparity Between CEO and Other Employees | Shareholder | Against | Against |
| KIMBERLY-CLARK CORPORATION Meeting Date: APR 27, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KMB Security ID: 494368103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sylvia M. Burwell | Management | For | For |
| 1.2 | Elect Director John W. Culver | Management | For | For |
| 1.3 | Elect Director Robert W. Decherd | Management | For | For |
| 1.4 | Elect Director Michael D. Hsu | Management | For | For |
| 1.5 | Elect Director Mae C. Jemison | Management | For | For |
| 1.6 | Elect Director S. Todd Maclin | Management | For | For |
| 1.7 | Elect Director Deirdre A. Mahlan | Management | For | For |
| 1.8 | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1.9 | Elect Director Christa S. Quarles | Management | For | For |
| 1.10 | Elect Director Jaime A. Ramirez | Management | For | For |
| 1.11 | Elect Director Dunia A. Shive | Management | For | For |
| 1.12 | Elect Director Mark T. Smucker | Management | For | For |
| 1.13 | Elect Director Michael D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KONINKLIJKE AHOLD DELHAIZE NV Meeting Date: APR 13, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AD Security ID: N0074E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 4 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Dividends | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Discharge of Management Board | Management | For | For |
| 8 | Approve Discharge of Supervisory Board | Management | For | For |
| 9 | Reelect Bill McEwan to Supervisory Board | Management | For | For |
| 10 | Reelect Rene Hooft Graafland to Supervisory Board | Management | For | For |
| 11 | Reelect Pauline Van der Meer Mohr to Supervisory Board | Management | For | For |
| 12 | Reelect Wouter Kolk to Management Board | Management | For | For |
| 13 | Adopt Amended Remuneration Policy for Management Board | Management | For | For |
| 14 | Adopt Amended Remuneration Policy for Supervisory Board | Management | For | For |
| 15 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors for Financial Year 2022 | Management | For | For |
| 16 | Ratify KPMG Accountants N.V. as Auditors for Financial Year 2023 | Management | For | For |
| 17 | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 18 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 19 | Authorize Board to Acquire Common Shares | Management | For | For |
| 20 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 21 | Close Meeting | Management | None | None |
| KONINKLIJKE PHILIPS NV Meeting Date: MAY 10, 2022 Record Date: APR 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PHIA Security ID: 500472303 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | President's Speech | Management | None | None |
| 2.a | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2.b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2.c | Approve Dividends of EUR 0.85 Per Share | Management | For | For |
| 2.d | Approve Remuneration Report | Management | For | Against |
| 2.e | Approve Discharge of Management Board | Management | For | For |
| 2.f | Approve Discharge of Supervisory Board | Management | For | For |
| 3.a | Reelect Paul Stoffels to Supervisory Board | Management | For | For |
| 3.b | Reelect Marc Harrison to Supervisory Board | Management | For | For |
| 3.c | Elect Herna Verhagen to Supervisory Board | Management | For | For |
| 3.d | Elect Sanjay Poonen to Supervisory Board | Management | For | For |
| 4 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 5.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 5.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 7 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 8 | Other Business (Non-Voting) | Management | None | None |
| M&T BANK CORPORATION Meeting Date: APR 25, 2022 Record Date: FEB 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MTB Security ID: 55261F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John P. Barnes | Management | For | For |
| 1.2 | Elect Director Robert T. Brady | Management | For | For |
| 1.3 | Elect Director Calvin G. Butler, Jr. | Management | For | For |
| 1.4 | Elect Director Jane Chwick | Management | For | For |
| 1.5 | Elect Director William F. Cruger, Jr. | Management | For | For |
| 1.6 | Elect Director T. Jefferson Cunningham, III | Management | For | For |
| 1.7 | Elect Director Gary N. Geisel | Management | For | For |
| 1.8 | Elect Director Leslie V. Godridge | Management | For | For |
| 1.9 | Elect Director Rene F. Jones | Management | For | For |
| 1.10 | Elect Director Richard H. Ledgett, Jr. | Management | For | For |
| 1.11 | Elect Director Melinda R. Rich | Management | For | For |
| 1.12 | Elect Director Robert E. Sadler, Jr. | Management | For | For |
| 1.13 | Elect Director Denis J. Salamone | Management | For | For |
| 1.14 | Elect Director John R. Scannell | Management | For | For |
| 1.15 | Elect Director Rudina Seseri | Management | For | For |
| 1.16 | Elect Director Kirk W. Walters | Management | For | For |
| 1.17 | Elect Director Herbert L. Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MCKESSON CORPORATION Meeting Date: JUL 23, 2021 Record Date: MAY 28, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MCK Security ID: 58155Q103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dominic J. Caruso | Management | For | For |
| 1b | Elect Director Donald R. Knauss | Management | For | For |
| 1c | Elect Director Bradley E. Lerman | Management | For | For |
| 1d | Elect Director Linda P. Mantia | Management | For | For |
| 1e | Elect Director Maria Martinez | Management | For | For |
| 1f | Elect Director Edward A. Mueller | Management | For | For |
| 1g | Elect Director Susan R. Salka | Management | For | For |
| 1h | Elect Director Brian S. Tyler | Management | For | For |
| 1i | Elect Director Kenneth E. Washington | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| MONDI PLC Meeting Date: MAY 05, 2022 Record Date: MAY 03, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MNDI Security ID: G6258S107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Svein Richard Brandtzaeg as Director | Management | For | For |
| 5 | Re-elect Sue Clark as Director | Management | For | For |
| 6 | Re-elect Andrew King as Director | Management | For | For |
| 7 | Re-elect Mike Powell as Director | Management | For | For |
| 8 | Re-elect Dominique Reiniche as Director | Management | For | For |
| 9 | Re-elect Dame Angela Strank as Director | Management | For | For |
| 10 | Re-elect Philip Yea as Director | Management | For | For |
| 11 | Re-elect Stephen Young as Director | Management | For | For |
| 12 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 13 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 14 | Authorise Issue of Equity | Management | For | For |
| 15 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 16 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 17 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| MSC INDUSTRIAL DIRECT CO., INC. Meeting Date: JAN 26, 2022 Record Date: DEC 08, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MSM Security ID: 553530106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Erik Gershwind | Management | For | For |
| 1.2 | Elect Director Louise Goeser | Management | For | For |
| 1.3 | Elect Director Mitchell Jacobson | Management | For | For |
| 1.4 | Elect Director Michael Kaufmann | Management | For | For |
| 1.5 | Elect Director Steven Paladino | Management | For | For |
| 1.6 | Elect Director Philip Peller | Management | For | For |
| 1.7 | Elect Director Rudina Seseri | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NORTHERN TRUST CORPORATION Meeting Date: APR 26, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NTRS Security ID: 665859104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Walker Bynoe | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Dean M. Harrison | Management | For | For |
| 1d | Elect Director Jay L. Henderson | Management | For | For |
| 1e | Elect Director Marcy S. Klevorn | Management | For | For |
| 1f | Elect Director Siddharth N. "Bobby" Mehta | Management | For | For |
| 1g | Elect Director Michael G. O'Grady | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Martin P. Slark | Management | For | For |
| 1j | Elect Director David H. B. Smith, Jr. | Management | For | For |
| 1k | Elect Director Donald Thompson | Management | For | For |
| 1l | Elect Director Charles A. Tribbett, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| NORTHWESTERN CORPORATION Meeting Date: APR 29, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NWE Security ID: 668074305 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anthony T. Clark | Management | For | For |
| 1.2 | Elect Director Dana J. Dykhouse | Management | For | For |
| 1.3 | Elect Director Jan R. Horsfall | Management | For | For |
| 1.4 | Elect Director Britt E. Ide | Management | For | For |
| 1.5 | Elect Director Linda G. Sullivan | Management | For | For |
| 1.6 | Elect Director Robert C. Rowe | Management | For | For |
| 1.7 | Elect Director Mahvash Yazdi | Management | For | For |
| 1.8 | Elect Director Jeffrey W. Yingling | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Other Business | Management | For | Against |
| NVENT ELECTRIC PLC Meeting Date: MAY 13, 2022 Record Date: MAR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NVT Security ID: G6700G107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jerry W. Burris | Management | For | For |
| 1b | Elect Director Susan M. Cameron | Management | For | For |
| 1c | Elect Director Michael L. Ducker | Management | For | For |
| 1d | Elect Director Randall J. Hogan | Management | For | For |
| 1e | Elect Director Danita K. Ostling | Management | For | For |
| 1f | Elect Director Nicola Palmer | Management | For | For |
| 1g | Elect Director Herbert K. Parker | Management | For | For |
| 1h | Elect Director Greg Scheu | Management | For | For |
| 1i | Elect Director Beth A. Wozniak | Management | For | For |
| 1j | Elect Director Jacqueline Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 5 | Authorize the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Price Range for Reissuance of Treasury Shares | Management | For | For |
| OPEN TEXT CORPORATION Meeting Date: SEP 15, 2021 Record Date: AUG 06, 2021 Meeting Type: ANNUAL | ||||
| Ticker: OTEX Security ID: 683715106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director P. Thomas Jenkins | Management | For | For |
| 1.2 | Elect Director Mark J. Barrenechea | Management | For | For |
| 1.3 | Elect Director Randy Fowlie | Management | For | For |
| 1.4 | Elect Director David Fraser | Management | For | For |
| 1.5 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.6 | Elect Director Robert (Bob) Hau | Management | For | For |
| 1.7 | Elect Director Ann M. Powell | Management | For | For |
| 1.8 | Elect Director Stephen J. Sadler | Management | For | For |
| 1.9 | Elect Director Harmit Singh | Management | For | For |
| 1.10 | Elect Director Michael Slaunwhite | Management | For | For |
| 1.11 | Elect Director Katharine B. Stevenson | Management | For | For |
| 1.12 | Elect Director Deborah Weinstein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| ORKLA ASA Meeting Date: APR 20, 2022 Record Date: APR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ORK Security ID: R67787102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting; Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Accept Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of NOK 3 Per Share | Management | For | Did Not Vote |
| 3 | Approve Remuneration Statement | Management | For | Did Not Vote |
| 4 | Discuss Company's Corporate Governance Statement | Management | None | None |
| 5.1 | Authorize Repurchase of Shares for Use in Employee Incentive Programs | Management | For | Did Not Vote |
| 5.2 | Authorize Share Repurchase Program and Reissuance and/or Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| 6.1 | Amend Articles Re: Delete Article 8, Paragraph 2 | Management | For | Did Not Vote |
| 6.2 | Amend Articles Re: Participation at General Meeting | Management | For | Did Not Vote |
| 6.3 | Amend Articles Re: Record Date | Management | For | Did Not Vote |
| 7 | Amend Nomination Committee Procedures | Management | For | Did Not Vote |
| 8 | Reelect Stein Erik Hagen (Chair), Liselott Kilaas, Peter Agnefjall and Anna Mossberg as Directors; Elect Christina Fagerberg and Rolv Erik Ryssdal as New Directors; Reelect Caroline Hagen Kjos as Deputy Director | Management | For | Did Not Vote |
| 9 | Reelect Anders Christian Stray Ryssda, Rebekka Glasser Herlofsen and Kjetil Houg as Members of Nominating Committee | Management | For | Did Not Vote |
| 10 | Elect Anders Christian Stray Ryssda as Chair of Nomination Committee | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors in the Amount NOK 970,000 for Chair, NOK 630,000 for Shareholder Elected Directors and NOK 485,000 for Employee Elected Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 12 | Approve Remuneration of Nominating Committee | Management | For | Did Not Vote |
| 13 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| OSHKOSH CORPORATION Meeting Date: FEB 22, 2022 Record Date: DEC 16, 2021 Meeting Type: ANNUAL | ||||
| Ticker: OSK Security ID: 688239201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith J. Allman | Management | For | For |
| 1.2 | Elect Director Douglas L. Davis | Management | For | For |
| 1.3 | Elect Director Tyrone M. Jordan | Management | For | For |
| 1.4 | Elect Director Kimberley Metcalf-Kupres | Management | For | For |
| 1.5 | Elect Director Stephen D. Newlin | Management | For | For |
| 1.6 | Elect Director Duncan J. Palmer | Management | For | For |
| 1.7 | Elect Director John C. Pfeifer | Management | For | For |
| 1.8 | Elect Director Sandra E. Rowland | Management | For | For |
| 1.9 | Elect Director John S. Shiely | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PACCAR INC Meeting Date: APR 26, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PCAR Security ID: 693718108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark C. Pigott | Management | For | For |
| 1.2 | Elect Director Dame Alison J. Carnwath | Management | For | For |
| 1.3 | Elect Director Franklin L. Feder | Management | For | For |
| 1.4 | Elect Director R. Preston Feight | Management | For | For |
| 1.5 | Elect Director Beth E. Ford | Management | For | For |
| 1.6 | Elect Director Kirk S. Hachigian | Management | For | For |
| 1.7 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.8 | Elect Director John M. Pigott | Management | For | For |
| 1.9 | Elect Director Ganesh Ramaswamy | Management | For | For |
| 1.10 | Elect Director Mark A. Schulz | Management | For | For |
| 1.11 | Elect Director Gregory M. E. Spierkel | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirements | Management | For | For |
| 3 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| PACKAGING CORPORATION OF AMERICA Meeting Date: MAY 17, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PKG Security ID: 695156109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cheryl K. Beebe | Management | For | For |
| 1.2 | Elect Director Duane C. Farrington | Management | For | For |
| 1.3 | Elect Director Donna A. Harman | Management | For | For |
| 1.4 | Elect Director Mark W. Kowlzan | Management | For | For |
| 1.5 | Elect Director Robert C. Lyons | Management | For | For |
| 1.6 | Elect Director Thomas P. Maurer | Management | For | For |
| 1.7 | Elect Director Samuel M. Mencoff | Management | For | For |
| 1.8 | Elect Director Roger B. Porter | Management | For | For |
| 1.9 | Elect Director Thomas S. Souleles | Management | For | For |
| 1.10 | Elect Director Paul T. Stecko | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PINNACLE WEST CAPITAL CORPORATION Meeting Date: MAY 18, 2022 Record Date: MAR 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PNW Security ID: 723484101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glynis A. Bryan | Management | For | For |
| 1.2 | Elect Director Gonzalo A. de la Melena, Jr. | Management | For | For |
| 1.3 | Elect Director Richard P. Fox | Management | For | For |
| 1.4 | Elect Director Jeffrey B. Guldner | Management | For | For |
| 1.5 | Elect Director Dale E. Klein | Management | For | For |
| 1.6 | Elect Director Kathryn L. Munro | Management | For | For |
| 1.7 | Elect Director Bruce J. Nordstrom | Management | For | For |
| 1.8 | Elect Director Paula J. Sims | Management | For | For |
| 1.9 | Elect Director William H. Spence | Management | For | For |
| 1.10 | Elect Director James E. Trevathan, Jr. | Management | For | For |
| 1.11 | Elect Director David P. Wagener | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| PIONEER NATURAL RESOURCES COMPANY Meeting Date: MAY 25, 2022 Record Date: MAR 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PXD Security ID: 723787107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director A.R. Alameddine | Management | For | For |
| 1b | Elect Director Lori G. Billingsley | Management | For | For |
| 1c | Elect Director Edison C. Buchanan | Management | For | For |
| 1d | Elect Director Maria S. Dreyfus | Management | For | For |
| 1e | Elect Director Matthew M. Gallagher | Management | For | For |
| 1f | Elect Director Phillip A. Gobe | Management | For | For |
| 1g | Elect Director Stacy P. Methvin | Management | For | For |
| 1h | Elect Director Royce W. Mitchell | Management | For | For |
| 1i | Elect Director Frank A. Risch | Management | For | For |
| 1j | Elect Director Scott D. Sheffield | Management | For | For |
| 1k | Elect Director J. Kenneth Thompson | Management | For | For |
| 1l | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| POLARIS INC. Meeting Date: APR 28, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PII Security ID: 731068102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bernd F. Kessler | Management | For | For |
| 1b | Elect Director Lawrence D. Kingsley | Management | For | For |
| 1c | Elect Director Gwynne E. Shotwell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PROSPERITY BANCSHARES, INC. Meeting Date: APR 19, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PB Security ID: 743606105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George A. Fisk | Management | For | Withhold |
| 1.2 | Elect Director Leah Henderson | Management | For | Withhold |
| 1.3 | Elect Director Ned S. Holmes | Management | For | Withhold |
| 1.4 | Elect Director Jack Lord | Management | For | Withhold |
| 1.5 | Elect Director David Zalman | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QUEST DIAGNOSTICS INCORPORATED Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DGX Security ID: 74834L100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tracey C. Doi | Management | For | For |
| 1.2 | Elect Director Vicky B. Gregg | Management | For | For |
| 1.3 | Elect Director Wright L. Lassiter, III | Management | For | For |
| 1.4 | Elect Director Timothy L. Main | Management | For | For |
| 1.5 | Elect Director Denise M. Morrison | Management | For | For |
| 1.6 | Elect Director Gary M. Pfeiffer | Management | For | For |
| 1.7 | Elect Director Timothy M. Ring | Management | For | For |
| 1.8 | Elect Director Stephen H. Rusckowski | Management | For | For |
| 1.9 | Elect Director Gail R. Wilensky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| REGENCY CENTERS CORPORATION Meeting Date: APR 29, 2022 Record Date: MAR 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: REG Security ID: 758849103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Stein, Jr. | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director C. Ronald Blankenship | Management | For | For |
| 1d | Elect Director Deirdre J. Evens | Management | For | For |
| 1e | Elect Director Thomas W. Furphy | Management | For | For |
| 1f | Elect Director Karin M. Klein | Management | For | For |
| 1g | Elect Director Peter D. Linneman | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Lisa Palmer | Management | For | For |
| 1j | Elect Director James H. Simmons, III | Management | For | For |
| 1k | Elect Director Thomas G. Wattles | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| REINSURANCE GROUP OF AMERICA, INCORPORATED Meeting Date: MAY 25, 2022 Record Date: MAR 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RGA Security ID: 759351604 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pina Albo | Management | For | For |
| 1b | Elect Director J. Cliff Eason | Management | For | For |
| 1c | Elect Director John J. Gauthier | Management | For | For |
| 1d | Elect Director Patricia L. Guinn | Management | For | For |
| 1e | Elect Director Anna Manning | Management | For | For |
| 1f | Elect Director Hazel M. McNeilage | Management | For | For |
| 1g | Elect Director Ng Keng Hooi | Management | For | For |
| 1h | Elect Director George Nichols, III | Management | For | For |
| 1i | Elect Director Stephen O'Hearn | Management | For | For |
| 1j | Elect Director Shundrawn Thomas | Management | For | For |
| 1k | Elect Director Steven C. Van Wyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| REPUBLIC SERVICES, INC. Meeting Date: MAY 16, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RSG Security ID: 760759100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Manuel Kadre | Management | For | For |
| 1b | Elect Director Tomago Collins | Management | For | For |
| 1c | Elect Director Michael A. Duffy | Management | For | For |
| 1d | Elect Director Thomas W. Handley | Management | For | For |
| 1e | Elect Director Jennifer M. Kirk | Management | For | For |
| 1f | Elect Director Michael Larson | Management | For | For |
| 1g | Elect Director Kim S. Pegula | Management | For | For |
| 1h | Elect Director James P. Snee | Management | For | For |
| 1i | Elect Director Brian S. Tyler | Management | For | For |
| 1j | Elect Director Jon Vander Ark | Management | For | For |
| 1k | Elect Director Sandra M. Volpe | Management | For | For |
| 1l | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Senior Executive Compensation Clawback Policy | Shareholder | Against | For |
| 5 | Report on Third-Party Environmental Justice Audit | Shareholder | Against | For |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | For |
| SODEXO SA Meeting Date: DEC 14, 2021 Record Date: DEC 10, 2021 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: SW Security ID: F84941123 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2 per Share | Management | For | For |
| 4 | Approve Transaction with Bellon SA Re: Service Agreement | Management | For | Against |
| 5 | Reelect Francois-Xavier Bellon as Director | Management | For | Against |
| 6 | Elect Jean-Baptiste Chasseloup de Chatillon as Director | Management | For | For |
| 7 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 8 | Approve Compensation of Sophie Bellon, Chairman of the Board | Management | For | For |
| 9 | Approve Compensation of Denis Machuel, CEO | Management | For | For |
| 10 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1 Million | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 13 | Approve Remuneration Policy of CEO | Management | For | For |
| 14 | Approve Compensation of Denis Machuel, CEO Until 30 September 2021 | Management | For | For |
| 15 | Authorize Repurchase of Up to 5 Percent of Issued Share Capital | Management | For | For |
| 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 85 Million | Management | For | For |
| 18 | Authorize Capitalization of Reserves of Up to EUR 85 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 19 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 20 | Authorize up to 2.5 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | Against |
| 21 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SONOCO PRODUCTS COMPANY Meeting Date: APR 20, 2022 Record Date: FEB 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SON Security ID: 835495102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Howard Coker | Management | For | For |
| 1.2 | Elect Director Pamela L. Davies | Management | For | For |
| 1.3 | Elect Director Theresa J. Drew | Management | For | For |
| 1.4 | Elect Director Philippe Guillemot | Management | For | For |
| 1.5 | Elect Director John R. Haley | Management | For | For |
| 1.6 | Elect Director Robert R. Hill, Jr. | Management | For | For |
| 1.7 | Elect Director Eleni Istavridis | Management | For | For |
| 1.8 | Elect Director Richard G. Kyle | Management | For | For |
| 1.9 | Elect Director Blythe J. McGarvie | Management | For | For |
| 1.10 | Elect Director James M. Micali | Management | For | For |
| 1.11 | Elect Director Sundaram Nagarajan | Management | For | For |
| 1.12 | Elect Director Thomas E. Whiddon | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| SOUTHWEST AIRLINES CO. Meeting Date: MAY 18, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LUV Security ID: 844741108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Biegler | Management | For | For |
| 1b | Elect Director J. Veronica Biggins | Management | For | For |
| 1c | Elect Director Douglas H. Brooks | Management | For | For |
| 1d | Elect Director William H. Cunningham | Management | For | For |
| 1e | Elect Director John G. Denison | Management | For | For |
| 1f | Elect Director Thomas W. Gilligan | Management | For | For |
| 1g | Elect Director David P. Hess | Management | For | For |
| 1h | Elect Director Robert E. Jordan | Management | For | For |
| 1i | Elect Director Gary C. Kelly | Management | For | For |
| 1j | Elect Director Nancy B. Loeffler | Management | For | For |
| 1k | Elect Director John T. Montford | Management | For | For |
| 1l | Elect Director Christopher P. Reynolds | Management | For | For |
| 1m | Elect Director Ron Ricks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Majority Vote Cast to Remove Directors With or Without Cause | Shareholder | Against | Against |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| SPIRE, INC. Meeting Date: JAN 27, 2022 Record Date: NOV 30, 2021 Meeting Type: ANNUAL | ||||
| Ticker: SR Security ID: 84857L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carrie J. Hightman | Management | For | For |
| 1.2 | Elect Director Brenda D. Newberry | Management | For | For |
| 1.3 | Elect Director Suzanne Sitherwood | Management | For | For |
| 1.4 | Elect Director Mary Ann Van Lokeren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| STATE STREET CORPORATION Meeting Date: MAY 18, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: STT Security ID: 857477103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick de Saint-Aignan | Management | For | For |
| 1b | Elect Director Marie A. Chandoha | Management | For | For |
| 1c | Elect Director DonnaLee DeMaio | Management | For | For |
| 1d | Elect Director Amelia C. Fawcett | Management | For | For |
| 1e | Elect Director William C. Freda | Management | For | For |
| 1f | Elect Director Sara Mathew | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Ronald P. O'Hanley | Management | For | For |
| 1i | Elect Director Sean O'Sullivan | Management | For | For |
| 1j | Elect Director Julio A. Portalatin | Management | For | For |
| 1k | Elect Director John B. Rhea | Management | For | For |
| 1l | Elect Director Richard P. Sergel | Management | For | For |
| 1m | Elect Director Gregory L. Summe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Asset Management Policies and Diversified Investors | Shareholder | Against | Against |
| SYSCO CORPORATION Meeting Date: NOV 19, 2021 Record Date: SEP 20, 2021 Meeting Type: ANNUAL | ||||
| Ticker: SYY Security ID: 871829107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director John M. Cassaday | Management | For | For |
| 1c | Elect Director Larry C. Glasscock | Management | For | For |
| 1d | Elect Director Bradley M. Halverson | Management | For | For |
| 1e | Elect Director John M. Hinshaw | Management | For | For |
| 1f | Elect Director Kevin P. Hourican | Management | For | For |
| 1g | Elect Director Hans-Joachim Koerber | Management | For | For |
| 1h | Elect Director Stephanie A. Lundquist | Management | For | For |
| 1i | Elect Director Edward D. Shirley | Management | For | For |
| 1j | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on GHG Emissions Reduction Targets | Shareholder | None | For |
| T. ROWE PRICE GROUP, INC. Meeting Date: MAY 10, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TROW Security ID: 74144T108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glenn R. August | Management | For | For |
| 1b | Elect Director Mark S. Bartlett | Management | For | For |
| 1c | Elect Director Mary K. Bush | Management | For | For |
| 1d | Elect Director Dina Dublon | Management | For | For |
| 1e | Elect Director Freeman A. Hrabowski, III | Management | For | For |
| 1f | Elect Director Robert F. MacLellan | Management | For | For |
| 1g | Elect Director Eileen P. Rominger | Management | For | For |
| 1h | Elect Director Robert W. Sharps | Management | For | For |
| 1i | Elect Director Robert J. Stevens | Management | For | For |
| 1j | Elect Director William J. Stromberg | Management | For | For |
| 1k | Elect Director Richard R. Verma | Management | For | For |
| 1l | Elect Director Sandra S. Wijnberg | Management | For | For |
| 1m | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| THE ALLSTATE CORPORATION Meeting Date: MAY 24, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ALL Security ID: 020002101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald E. Brown | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Richard T. Hume | Management | For | For |
| 1d | Elect Director Margaret M. Keane | Management | For | For |
| 1e | Elect Director Siddharth N. (Bobby) Mehta | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director Andrea Redmond | Management | For | For |
| 1h | Elect Director Gregg M. Sherrill | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Perry M. Traquina | Management | For | For |
| 1k | Elect Director Thomas J. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE BANK OF NEW YORK MELLON CORPORATION Meeting Date: APR 12, 2022 Record Date: FEB 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BK Security ID: 064058100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Z. Cook | Management | For | For |
| 1b | Elect Director Joseph J. Echevarria | Management | For | For |
| 1c | Elect Director Thomas P. 'Todd' Gibbons | Management | For | For |
| 1d | Elect Director M. Amy Gilliland | Management | For | For |
| 1e | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1f | Elect Director K. Guru Gowrappan | Management | For | For |
| 1g | Elect Director Ralph Izzo | Management | For | For |
| 1h | Elect Director Sandra E. 'Sandie' O'Connor | Management | For | For |
| 1i | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1j | Elect Director Frederick O. Terrell | Management | For | For |
| 1k | Elect Director Alfred W. "Al" Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| THE J. M. SMUCKER COMPANY Meeting Date: AUG 18, 2021 Record Date: JUN 21, 2021 Meeting Type: ANNUAL | ||||
| Ticker: SJM Security ID: 832696405 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan E. Chapman-Hughes | Management | For | For |
| 1b | Elect Director Paul J. Dolan | Management | For | For |
| 1c | Elect Director Jay L. Henderson | Management | For | For |
| 1d | Elect Director Kirk L. Perry | Management | For | For |
| 1e | Elect Director Sandra Pianalto | Management | For | For |
| 1f | Elect Director Alex Shumate | Management | For | For |
| 1g | Elect Director Mark T. Smucker | Management | For | For |
| 1h | Elect Director Richard K. Smucker | Management | For | For |
| 1i | Elect Director Timothy P. Smucker | Management | For | For |
| 1j | Elect Director Jodi L. Taylor | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TRUIST FINANCIAL CORPORATION Meeting Date: APR 26, 2022 Record Date: FEB 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TFC Security ID: 89832Q109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer S. Banner | Management | For | For |
| 1b | Elect Director K. David Boyer, Jr. | Management | For | For |
| 1c | Elect Director Agnes Bundy Scanlan | Management | For | For |
| 1d | Elect Director Anna R. Cablik | Management | For | For |
| 1e | Elect Director Dallas S. Clement | Management | For | For |
| 1f | Elect Director Paul D. Donahue | Management | For | For |
| 1g | Elect Director Patrick C. Graney, III | Management | For | For |
| 1h | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1i | Elect Director Kelly S. King | Management | For | For |
| 1j | Elect Director Easter A. Maynard | Management | For | For |
| 1k | Elect Director Donna S. Morea | Management | For | For |
| 1l | Elect Director Charles A. Patton | Management | For | For |
| 1m | Elect Director Nido R. Qubein | Management | For | For |
| 1n | Elect Director David M. Ratcliffe | Management | For | For |
| 1o | Elect Director William H. Rogers, Jr. | Management | For | For |
| 1p | Elect Director Frank P. Scruggs, Jr. | Management | For | For |
| 1q | Elect Director Christine Sears | Management | For | For |
| 1r | Elect Director Thomas E. Skains | Management | For | For |
| 1s | Elect Director Bruce L. Tanner | Management | For | For |
| 1t | Elect Director Thomas N. Thompson | Management | For | For |
| 1u | Elect Director Steven C. Voorhees | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| UNIVERSAL HEALTH SERVICES, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: UHS Security ID: 913903100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Maria R. Singer | Management | For | Withhold |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require a Majority Vote for the Election of Directors | Shareholder | Against | For |
| WESTAMERICA BANCORPORATION Meeting Date: APR 28, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WABC Security ID: 957090103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director E. Joseph Bowler | Management | For | For |
| 1.2 | Elect Director Melanie Martella Chiesa | Management | For | For |
| 1.3 | Elect Director Michele Hassid | Management | For | For |
| 1.4 | Elect Director Catherine Cope MacMillan | Management | For | For |
| 1.5 | Elect Director Ronald A. Nelson | Management | For | For |
| 1.6 | Elect Director David L. Payne | Management | For | For |
| 1.7 | Elect Director Edward B. Sylvester | Management | For | For |
| 1.8 | Elect Director Inez Wondeh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| WEYERHAEUSER COMPANY Meeting Date: MAY 13, 2022 Record Date: MAR 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WY Security ID: 962166104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Emmert | Management | For | For |
| 1b | Elect Director Rick R. Holley | Management | For | For |
| 1c | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1d | Elect Director Deidra C. Merriwether | Management | For | For |
| 1e | Elect Director Al Monaco | Management | For | For |
| 1f | Elect Director Nicole W. Piasecki | Management | For | For |
| 1g | Elect Director Lawrence A. Selzer | Management | For | For |
| 1h | Elect Director Devin W. Stockfish | Management | For | For |
| 1i | Elect Director Kim Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| XCEL ENERGY INC. Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: XEL Security ID: 98389B100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lynn Casey | Management | For | For |
| 1b | Elect Director Bob Frenzel | Management | For | For |
| 1c | Elect Director Netha Johnson | Management | For | For |
| 1d | Elect Director Patricia Kampling | Management | For | For |
| 1e | Elect Director George Kehl | Management | For | For |
| 1f | Elect Director Richard O'Brien | Management | For | For |
| 1g | Elect Director Charles Pardee | Management | For | For |
| 1h | Elect Director Christopher Policinski | Management | For | For |
| 1i | Elect Director James Prokopanko | Management | For | For |
| 1j | Elect Director Kim Williams | Management | For | For |
| 1k | Elect Director Daniel Yohannes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ZIMMER BIOMET HOLDINGS, INC. Meeting Date: MAY 13, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ZBH Security ID: 98956P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher B. Begley | Management | For | For |
| 1b | Elect Director Betsy J. Bernard | Management | For | For |
| 1c | Elect Director Michael J. Farrell | Management | For | For |
| 1d | Elect Director Robert A. Hagemann | Management | For | For |
| 1e | Elect Director Bryan C. Hanson | Management | For | For |
| 1f | Elect Director Arthur J. Higgins | Management | For | For |
| 1g | Elect Director Maria Teresa (Tessa) Hilado | Management | For | For |
| 1h | Elect Director Syed Jafry | Management | For | For |
| 1i | Elect Director Sreelakshmi Kolli | Management | For | For |
| 1j | Elect Director Michael W. Michelson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
NT Focused Large Cap Value
| AFLAC INCORPORATED Meeting Date: MAY 02, 2022 Record Date: FEB 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AFL Security ID: 001055102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel P. Amos | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Arthur R. Collins | Management | For | For |
| 1d | Elect Director Toshihiko Fukuzawa | Management | For | For |
| 1e | Elect Director Thomas J. Kenny | Management | For | For |
| 1f | Elect Director Georgette D. Kiser | Management | For | For |
| 1g | Elect Director Karole F. Lloyd | Management | For | For |
| 1h | Elect Director Nobuchika Mori | Management | For | For |
| 1i | Elect Director Joseph L. Moskowitz | Management | For | For |
| 1j | Elect Director Barbara K. Rimer | Management | For | For |
| 1k | Elect Director Katherine T. Rohrer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| AMERICAN TOWER CORPORATION Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMT Security ID: 03027X100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D.A. Reeve | Management | For | For |
| 1k | Elect Director David E. Sharbutt | Management | For | For |
| 1l | Elect Director Bruce L. Tanner | Management | For | For |
| 1m | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ATMOS ENERGY CORPORATION Meeting Date: FEB 09, 2022 Record Date: DEC 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ATO Security ID: 049560105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director J. Kevin Akers | Management | For | For |
| 1b | Elect Director Kim R. Cocklin | Management | For | For |
| 1c | Elect Director Kelly H. Compton | Management | For | For |
| 1d | Elect Director Sean Donohue | Management | For | For |
| 1e | Elect Director Rafael G. Garza | Management | For | For |
| 1f | Elect Director Richard K. Gordon | Management | For | For |
| 1g | Elect Director Nancy K. Quinn | Management | For | For |
| 1h | Elect Director Richard A. Sampson | Management | For | For |
| 1i | Elect Director Diana J. Walters | Management | For | For |
| 1j | Elect Director Frank Yoho | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BECTON, DICKINSON AND COMPANY Meeting Date: JAN 25, 2022 Record Date: DEC 06, 2021 Meeting Type: ANNUAL | ||||
| Ticker: BDX Security ID: 075887109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.2 | Elect Director Carrie L. Byington | Management | For | For |
| 1.3 | Elect Director R. Andrew Eckert | Management | For | For |
| 1.4 | Elect Director Claire M. Fraser | Management | For | For |
| 1.5 | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1.6 | Elect Director Christopher Jones | Management | For | For |
| 1.7 | Elect Director Marshall O. Larsen | Management | For | For |
| 1.8 | Elect Director David F. Melcher | Management | For | For |
| 1.9 | Elect Director Thomas E. Polen | Management | For | For |
| 1.10 | Elect Director Claire Pomeroy | Management | For | For |
| 1.11 | Elect Director Timothy M. Ring | Management | For | For |
| 1.12 | Elect Director Bertram L. Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| BERKSHIRE HATHAWAY INC. Meeting Date: APR 30, 2022 Record Date: MAR 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BRK.B Security ID: 084670702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Susan A. Buffett | Management | For | For |
| 1.6 | Elect Director Stephen B. Burke | Management | For | Withhold |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | Withhold |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | Withhold |
| 1.10 | Elect Director David S. Gottesman | Management | For | Withhold |
| 1.11 | Elect Director Charlotte Guyman | Management | For | Withhold |
| 1.12 | Elect Director Ajit Jain | Management | For | For |
| 1.13 | Elect Director Ronald L. Olson | Management | For | For |
| 1.14 | Elect Director Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Require Independent Board Chair | Shareholder | Against | For |
| 3 | Report on Climate-Related Risks and Opportunities | Shareholder | Against | For |
| 4 | Report on GHG Emissions Reduction Targets | Shareholder | Against | For |
| 5 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| CHUBB LIMITED Meeting Date: NOV 03, 2021 Record Date: SEP 10, 2021 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify Share Repurchase Program | Management | For | For |
| 2 | Approve CHF 349,339,410 Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 3 | Transact Other Business (Voting) | Management | For | Against |
| CHUBB LIMITED Meeting Date: MAY 19, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | Against |
| 5.2 | Elect Director Michael P. Connors | Management | For | Against |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Sheila P. Burke | Management | For | For |
| 5.6 | Elect Director Mary Cirillo | Management | For | Against |
| 5.7 | Elect Director Robert J. Hugin | Management | For | For |
| 5.8 | Elect Director Robert W. Scully | Management | For | For |
| 5.9 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.10 | Elect Director David H. Sidwell | Management | For | For |
| 5.11 | Elect Director Olivier Steimer | Management | For | For |
| 5.12 | Elect Director Luis Tellez | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | Against |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect Mary Cirillo as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9 | Approve Creation of Authorized Capital With or Without Preemptive Rights | Management | For | For |
| 10 | Approve CHF 318,275,265 Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 4.8 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 54 Million for Fiscal 2023 | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Adopt and Disclose Policies to Ensure Underwriting Does Not Support New Fossil Fuel Supplies | Shareholder | Against | For |
| 14 | Report on Efforts to Reduce GHG Emissions Associated with Underwriting, Insuring, and Investing | Shareholder | Against | For |
| CISCO SYSTEMS, INC. Meeting Date: DEC 13, 2021 Record Date: OCT 15, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CSCO Security ID: 17275R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Charles H. Robbins | Management | For | For |
| 1i | Elect Director Brenton L. Saunders | Management | For | For |
| 1j | Elect Director Lisa T. Su | Management | For | For |
| 1k | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | Against |
| COLGATE-PALMOLIVE COMPANY Meeting Date: MAY 06, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CL Security ID: 194162103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director John T. Cahill | Management | For | For |
| 1c | Elect Director Lisa M. Edwards | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Martina Hund-Mejean | Management | For | For |
| 1f | Elect Director Kimberly A. Nelson | Management | For | For |
| 1g | Elect Director Lorrie M. Norrington | Management | For | For |
| 1h | Elect Director Michael B. Polk | Management | For | For |
| 1i | Elect Director Stephen I. Sadove | Management | For | For |
| 1j | Elect Director Noel R. Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 5 | Report on Charitable Contributions | Shareholder | Against | Against |
| CONAGRA BRANDS, INC. Meeting Date: SEP 15, 2021 Record Date: JUL 26, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CAG Security ID: 205887102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anil Arora | Management | For | For |
| 1b | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1c | Elect Director Emanuel "Manny" Chirico | Management | For | For |
| 1d | Elect Director Sean M. Connolly | Management | For | For |
| 1e | Elect Director Joie A. Gregor | Management | For | For |
| 1f | Elect Director Fran Horowitz | Management | For | For |
| 1g | Elect Director Rajive Johri | Management | For | For |
| 1h | Elect Director Richard H. Lenny | Management | For | For |
| 1i | Elect Director Melissa Lora | Management | For | For |
| 1j | Elect Director Ruth Ann Marshall | Management | For | For |
| 1k | Elect Director Craig P. Omtvedt | Management | For | For |
| 1l | Elect Director Scott Ostfeld | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| DUKE ENERGY CORPORATION Meeting Date: MAY 05, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DUK Security ID: 26441C204 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Derrick Burks | Management | For | For |
| 1.2 | Elect Director Annette K. Clayton | Management | For | For |
| 1.3 | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1.4 | Elect Director Robert M. Davis | Management | For | For |
| 1.5 | Elect Director Caroline Dorsa | Management | For | For |
| 1.6 | Elect Director W. Roy Dunbar | Management | For | For |
| 1.7 | Elect Director Nicholas C. Fanandakis | Management | For | For |
| 1.8 | Elect Director Lynn J. Good | Management | For | For |
| 1.9 | Elect Director John T. Herron | Management | For | For |
| 1.10 | Elect Director Idalene F. Kesner | Management | For | For |
| 1.11 | Elect Director E. Marie McKee | Management | For | For |
| 1.12 | Elect Director Michael J. Pacilio | Management | For | For |
| 1.13 | Elect Director Thomas E. Skains | Management | For | For |
| 1.14 | Elect Director William E. Webster, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| EMERSON ELECTRIC CO. Meeting Date: FEB 01, 2022 Record Date: NOV 23, 2021 Meeting Type: ANNUAL | ||||
| Ticker: EMR Security ID: 291011104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joshua B. Bolten | Management | For | For |
| 1.2 | Elect Director William H. Easter, III | Management | For | For |
| 1.3 | Elect Director Surendralal (Lal) L. Karsanbhai | Management | For | For |
| 1.4 | Elect Director Lori M. Lee | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| F5, INC. Meeting Date: MAR 10, 2022 Record Date: JAN 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FFIV Security ID: 315616102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sandra E. Bergeron | Management | For | For |
| 1b | Elect Director Elizabeth L. Buse | Management | For | For |
| 1c | Elect Director Michael L. Dreyer | Management | For | For |
| 1d | Elect Director Alan J. Higginson | Management | For | For |
| 1e | Elect Director Peter S. Klein | Management | For | For |
| 1f | Elect Director Francois Locoh-Donou | Management | For | For |
| 1g | Elect Director Nikhil Mehta | Management | For | For |
| 1h | Elect Director Michael F. Montoya | Management | For | For |
| 1i | Elect Director Marie E. Myers | Management | For | For |
| 1j | Elect Director James M. Phillips | Management | For | For |
| 1k | Elect Director Sripada Shivananda | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HENRY SCHEIN, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HSIC Security ID: 806407102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mohamad Ali | Management | For | For |
| 1b | Elect Director Stanley M. Bergman | Management | For | For |
| 1c | Elect Director James P. Breslawski | Management | For | For |
| 1d | Elect Director Deborah Derby | Management | For | For |
| 1e | Elect Director Joseph L. Herring | Management | For | For |
| 1f | Elect Director Kurt P. Kuehn | Management | For | For |
| 1g | Elect Director Philip A. Laskawy | Management | For | For |
| 1h | Elect Director Anne H. Margulies | Management | For | For |
| 1i | Elect Director Mark E. Mlotek | Management | For | For |
| 1j | Elect Director Steven Paladino | Management | For | For |
| 1k | Elect Director Carol Raphael | Management | For | For |
| 1l | Elect Director E. Dianne Rekow | Management | For | For |
| 1m | Elect Director Scott Serota | Management | For | For |
| 1n | Elect Director Bradley T. Sheares | Management | For | For |
| 1o | Elect Director Reed V. Tuckson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| HUMANA INC. Meeting Date: APR 21, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HUM Security ID: 444859102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director David A. Jones, Jr. | Management | For | For |
| 1i | Elect Director Karen W. Katz | Management | For | For |
| 1j | Elect Director Marcy S. Klevorn | Management | For | For |
| 1k | Elect Director William J. McDonald | Management | For | For |
| 1l | Elect Director Jorge S. Mesquita | Management | For | For |
| 1m | Elect Director James J. O'Brien | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JOHNSON & JOHNSON Meeting Date: APR 28, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JNJ Security ID: 478160104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Ian E. L. Davis | Management | For | For |
| 1e | Elect Director Jennifer A. Doudna | Management | For | For |
| 1f | Elect Director Joaquin Duato | Management | For | For |
| 1g | Elect Director Alex Gorsky | Management | For | For |
| 1h | Elect Director Marillyn A. Hewson | Management | For | For |
| 1i | Elect Director Hubert Joly | Management | For | For |
| 1j | Elect Director Mark B. McClellan | Management | For | For |
| 1k | Elect Director Anne M. Mulcahy | Management | For | For |
| 1l | Elect Director A. Eugene Washington | Management | For | For |
| 1m | Elect Director Mark A. Weinberger | Management | For | For |
| 1n | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Mandatory Arbitration Bylaw *Withdrawn Resolution* | Shareholder | None | None |
| 6 | Report on a Civil Rights, Equity, Diversity and Inclusion Audit | Shareholder | Against | Against |
| 7 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics | Shareholder | Against | Against |
| 9 | Report on Public Health Costs of Limited Sharing of Vaccine Technology | Shareholder | Against | Against |
| 10 | Discontinue Global Sales of Baby Powder Containing Talc | Shareholder | Against | Against |
| 11 | Report on Charitable Contributions | Shareholder | Against | Against |
| 12 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 13 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | For |
| 14 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| JPMORGAN CHASE & CO. Meeting Date: MAY 17, 2022 Record Date: MAR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JPM Security ID: 46625H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director James Dimon | Management | For | For |
| 1f | Elect Director Timothy P. Flynn | Management | For | For |
| 1g | Elect Director Mellody Hobson | Management | For | For |
| 1h | Elect Director Michael A. Neal | Management | For | For |
| 1i | Elect Director Phebe N. Novakovic | Management | For | For |
| 1j | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Adopt Fossil Fuel Financing Policy Consistent with IEA's Net Zero 2050 Scenario | Shareholder | Against | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Disclose Director Skills and Qualifications Including Ideological Perspectives | Shareholder | Against | Against |
| 8 | Amend Certificate of Incorporation to Become a Public Benefit Corporation | Shareholder | Against | Against |
| 9 | Report on Absolute Targets for Financed GHG Emissions in Line with Net Zero Commitments | Shareholder | Against | Against |
| KIMBERLY-CLARK CORPORATION Meeting Date: APR 27, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KMB Security ID: 494368103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sylvia M. Burwell | Management | For | For |
| 1.2 | Elect Director John W. Culver | Management | For | For |
| 1.3 | Elect Director Robert W. Decherd | Management | For | For |
| 1.4 | Elect Director Michael D. Hsu | Management | For | For |
| 1.5 | Elect Director Mae C. Jemison | Management | For | For |
| 1.6 | Elect Director S. Todd Maclin | Management | For | For |
| 1.7 | Elect Director Deirdre A. Mahlan | Management | For | For |
| 1.8 | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1.9 | Elect Director Christa S. Quarles | Management | For | For |
| 1.10 | Elect Director Jaime A. Ramirez | Management | For | For |
| 1.11 | Elect Director Dunia A. Shive | Management | For | For |
| 1.12 | Elect Director Mark T. Smucker | Management | For | For |
| 1.13 | Elect Director Michael D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MARSH & MCLENNAN COMPANIES, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MMC Security ID: 571748102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1c | Elect Director Oscar Fanjul | Management | For | For |
| 1d | Elect Director Daniel S. Glaser | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Deborah C. Hopkins | Management | For | For |
| 1g | Elect Director Tamara Ingram | Management | For | For |
| 1h | Elect Director Jane H. Lute | Management | For | For |
| 1i | Elect Director Steven A. Mills | Management | For | For |
| 1j | Elect Director Bruce P. Nolop | Management | For | For |
| 1k | Elect Director Morton O. Schapiro | Management | For | For |
| 1l | Elect Director Lloyd M. Yates | Management | For | For |
| 1m | Elect Director R. David Yost | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| MEDTRONIC PLC Meeting Date: DEC 09, 2021 Record Date: OCT 14, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MDT Security ID: G5960L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Anderson | Management | For | For |
| 1b | Elect Director Craig Arnold | Management | For | For |
| 1c | Elect Director Scott C. Donnelly | Management | For | For |
| 1d | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1e | Elect Director Randall J. Hogan, III | Management | For | For |
| 1f | Elect Director Kevin E. Lofton | Management | For | For |
| 1g | Elect Director Geoffrey S. Martha | Management | For | For |
| 1h | Elect Director Elizabeth G. Nabel | Management | For | For |
| 1i | Elect Director Denise M. O'Leary | Management | For | For |
| 1j | Elect Director Kendall J. Powell | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| 6 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 7 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 8 | Authorize Overseas Market Purchases of Ordinary Shares | Management | For | For |
| MERCK & CO., INC. Meeting Date: MAY 24, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MRK Security ID: 58933Y105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Kenneth C. Frazier | Management | For | For |
| 1f | Elect Director Thomas H. Glocer | Management | For | For |
| 1g | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1h | Elect Director Stephen L. Mayo | Management | For | For |
| 1i | Elect Director Paul B. Rothman | Management | For | For |
| 1j | Elect Director Patricia F. Russo | Management | For | For |
| 1k | Elect Director Christine E. Seidman | Management | For | For |
| 1l | Elect Director Inge G. Thulin | Management | For | For |
| 1m | Elect Director Kathy J. Warden | Management | For | For |
| 1n | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| MONDELEZ INTERNATIONAL, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MDLZ Security ID: 609207105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lewis W.K. Booth | Management | For | For |
| 1b | Elect Director Charles E. Bunch | Management | For | For |
| 1c | Elect Director Ertharin Cousin | Management | For | For |
| 1d | Elect Director Lois D. Juliber | Management | For | For |
| 1e | Elect Director Jorge S. Mesquita | Management | For | For |
| 1f | Elect Director Jane Hamilton Nielsen | Management | For | For |
| 1g | Elect Director Christiana S. Shi | Management | For | For |
| 1h | Elect Director Patrick T. Siewert | Management | For | For |
| 1i | Elect Director Michael A. Todman | Management | For | For |
| 1j | Elect Director Dirk Van de Put | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OPEN TEXT CORPORATION Meeting Date: SEP 15, 2021 Record Date: AUG 06, 2021 Meeting Type: ANNUAL | ||||
| Ticker: OTEX Security ID: 683715106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director P. Thomas Jenkins | Management | For | For |
| 1.2 | Elect Director Mark J. Barrenechea | Management | For | For |
| 1.3 | Elect Director Randy Fowlie | Management | For | For |
| 1.4 | Elect Director David Fraser | Management | For | For |
| 1.5 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.6 | Elect Director Robert (Bob) Hau | Management | For | For |
| 1.7 | Elect Director Ann M. Powell | Management | For | For |
| 1.8 | Elect Director Stephen J. Sadler | Management | For | For |
| 1.9 | Elect Director Harmit Singh | Management | For | For |
| 1.10 | Elect Director Michael Slaunwhite | Management | For | For |
| 1.11 | Elect Director Katharine B. Stevenson | Management | For | For |
| 1.12 | Elect Director Deborah Weinstein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| ORACLE CORPORATION Meeting Date: NOV 10, 2021 Record Date: SEP 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ORCL Security ID: 68389X105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Berg | Management | For | Withhold |
| 1.2 | Elect Director Michael J. Boskin | Management | For | For |
| 1.3 | Elect Director Safra A. Catz | Management | For | For |
| 1.4 | Elect Director Bruce R. Chizen | Management | For | Withhold |
| 1.5 | Elect Director George H. Conrades | Management | For | Withhold |
| 1.6 | Elect Director Lawrence J. Ellison | Management | For | For |
| 1.7 | Elect Director Rona A. Fairhead | Management | For | For |
| 1.8 | Elect Director Jeffrey O. Henley | Management | For | For |
| 1.9 | Elect Director Renee J. James | Management | For | For |
| 1.10 | Elect Director Charles W. Moorman, IV | Management | For | Withhold |
| 1.11 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.12 | Elect Director William G. Parrett | Management | For | Withhold |
| 1.13 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 1.14 | Elect Director Vishal Sikka | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Racial Equity Audit | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Report on Political Contributions | Shareholder | Against | Against |
| PEPSICO, INC. Meeting Date: MAY 04, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PEP Security ID: 713448108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Segun Agbaje | Management | For | For |
| 1b | Elect Director Shona L. Brown | Management | For | For |
| 1c | Elect Director Cesar Conde | Management | For | For |
| 1d | Elect Director Ian Cook | Management | For | For |
| 1e | Elect Director Edith W. Cooper | Management | For | For |
| 1f | Elect Director Dina Dublon | Management | For | For |
| 1g | Elect Director Michelle Gass | Management | For | For |
| 1h | Elect Director Ramon L. Laguarta | Management | For | For |
| 1i | Elect Director Dave Lewis | Management | For | For |
| 1j | Elect Director David C. Page | Management | For | For |
| 1k | Elect Director Robert C. Pohlad | Management | For | For |
| 1l | Elect Director Daniel Vasella | Management | For | For |
| 1m | Elect Director Darren Walker | Management | For | For |
| 1n | Elect Director Alberto Weisser | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Global Public Policy and Political Influence | Shareholder | Against | For |
| 6 | Report on Public Health Costs of Food and Beverages Products | Shareholder | Against | Against |
| PINNACLE WEST CAPITAL CORPORATION Meeting Date: MAY 18, 2022 Record Date: MAR 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PNW Security ID: 723484101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glynis A. Bryan | Management | For | For |
| 1.2 | Elect Director Gonzalo A. de la Melena, Jr. | Management | For | For |
| 1.3 | Elect Director Richard P. Fox | Management | For | For |
| 1.4 | Elect Director Jeffrey B. Guldner | Management | For | For |
| 1.5 | Elect Director Dale E. Klein | Management | For | For |
| 1.6 | Elect Director Kathryn L. Munro | Management | For | For |
| 1.7 | Elect Director Bruce J. Nordstrom | Management | For | For |
| 1.8 | Elect Director Paula J. Sims | Management | For | For |
| 1.9 | Elect Director William H. Spence | Management | For | For |
| 1.10 | Elect Director James E. Trevathan, Jr. | Management | For | For |
| 1.11 | Elect Director David P. Wagener | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| RAYTHEON TECHNOLOGIES CORPORATION Meeting Date: APR 25, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RTX Security ID: 75513E101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1c | Elect Director Gregory J. Hayes | Management | For | For |
| 1d | Elect Director George R. Oliver | Management | For | For |
| 1e | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1f | Elect Director Margaret L. O'Sullivan | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Reduce Supermajority Vote Requirement | Management | For | For |
| SIEMENS AG Meeting Date: FEB 10, 2022 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: SIE Security ID: D69671218 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2020/21 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 4.00 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Roland Busch for Fiscal Year 2020/21 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Klaus Helmrich (until March 31, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Joe Kaeser (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2020/21 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2020/21 | Management | For | For |
| 3.6 | Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2020/21 | Management | For | For |
| 3.7 | Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2020/21 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2020/21 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2020/21 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2020/21 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Tobias Baeumler (from Oct. 16, 2020) for Fiscal Year 2020/21 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2020/21 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2020/21 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2020/21 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2020/21 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2020/21 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Nicola Leibinger-Kammueller (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2020/21 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2020/21 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2020/21 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2020/21 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2020/21 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2020/21 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2020/21 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2020/21 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Grazia Vittadini (from Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Werner Wenning (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4.21 | Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2020/21 | Management | For | For |
| 4.22 | Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2020/21 | Management | For | For |
| 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2021/22 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| SODEXO SA Meeting Date: DEC 14, 2021 Record Date: DEC 10, 2021 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: SW Security ID: F84941123 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2 per Share | Management | For | For |
| 4 | Approve Transaction with Bellon SA Re: Service Agreement | Management | For | Against |
| 5 | Reelect Francois-Xavier Bellon as Director | Management | For | Against |
| 6 | Elect Jean-Baptiste Chasseloup de Chatillon as Director | Management | For | For |
| 7 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 8 | Approve Compensation of Sophie Bellon, Chairman of the Board | Management | For | For |
| 9 | Approve Compensation of Denis Machuel, CEO | Management | For | For |
| 10 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1 Million | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 13 | Approve Remuneration Policy of CEO | Management | For | For |
| 14 | Approve Compensation of Denis Machuel, CEO Until 30 September 2021 | Management | For | For |
| 15 | Authorize Repurchase of Up to 5 Percent of Issued Share Capital | Management | For | For |
| 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 85 Million | Management | For | For |
| 18 | Authorize Capitalization of Reserves of Up to EUR 85 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 19 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 20 | Authorize up to 2.5 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | Against |
| 21 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SONOCO PRODUCTS COMPANY Meeting Date: APR 20, 2022 Record Date: FEB 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SON Security ID: 835495102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Howard Coker | Management | For | For |
| 1.2 | Elect Director Pamela L. Davies | Management | For | For |
| 1.3 | Elect Director Theresa J. Drew | Management | For | For |
| 1.4 | Elect Director Philippe Guillemot | Management | For | For |
| 1.5 | Elect Director John R. Haley | Management | For | For |
| 1.6 | Elect Director Robert R. Hill, Jr. | Management | For | For |
| 1.7 | Elect Director Eleni Istavridis | Management | For | For |
| 1.8 | Elect Director Richard G. Kyle | Management | For | For |
| 1.9 | Elect Director Blythe J. McGarvie | Management | For | For |
| 1.10 | Elect Director James M. Micali | Management | For | For |
| 1.11 | Elect Director Sundaram Nagarajan | Management | For | For |
| 1.12 | Elect Director Thomas E. Whiddon | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| SOUTHWEST AIRLINES CO. Meeting Date: MAY 18, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LUV Security ID: 844741108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Biegler | Management | For | For |
| 1b | Elect Director J. Veronica Biggins | Management | For | For |
| 1c | Elect Director Douglas H. Brooks | Management | For | For |
| 1d | Elect Director William H. Cunningham | Management | For | For |
| 1e | Elect Director John G. Denison | Management | For | For |
| 1f | Elect Director Thomas W. Gilligan | Management | For | For |
| 1g | Elect Director David P. Hess | Management | For | For |
| 1h | Elect Director Robert E. Jordan | Management | For | For |
| 1i | Elect Director Gary C. Kelly | Management | For | For |
| 1j | Elect Director Nancy B. Loeffler | Management | For | For |
| 1k | Elect Director John T. Montford | Management | For | For |
| 1l | Elect Director Christopher P. Reynolds | Management | For | For |
| 1m | Elect Director Ron Ricks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Majority Vote Cast to Remove Directors With or Without Cause | Shareholder | Against | Against |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| TEXAS INSTRUMENTS INCORPORATED Meeting Date: APR 28, 2022 Record Date: MAR 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TXN Security ID: 882508104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Jean M. Hobby | Management | For | For |
| 1g | Elect Director Michael D. Hsu | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| THE ALLSTATE CORPORATION Meeting Date: MAY 24, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ALL Security ID: 020002101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald E. Brown | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Richard T. Hume | Management | For | For |
| 1d | Elect Director Margaret M. Keane | Management | For | For |
| 1e | Elect Director Siddharth N. (Bobby) Mehta | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director Andrea Redmond | Management | For | For |
| 1h | Elect Director Gregg M. Sherrill | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Perry M. Traquina | Management | For | For |
| 1k | Elect Director Thomas J. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE BANK OF NEW YORK MELLON CORPORATION Meeting Date: APR 12, 2022 Record Date: FEB 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BK Security ID: 064058100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Z. Cook | Management | For | For |
| 1b | Elect Director Joseph J. Echevarria | Management | For | For |
| 1c | Elect Director Thomas P. 'Todd' Gibbons | Management | For | For |
| 1d | Elect Director M. Amy Gilliland | Management | For | For |
| 1e | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1f | Elect Director K. Guru Gowrappan | Management | For | For |
| 1g | Elect Director Ralph Izzo | Management | For | For |
| 1h | Elect Director Sandra E. 'Sandie' O'Connor | Management | For | For |
| 1i | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1j | Elect Director Frederick O. Terrell | Management | For | For |
| 1k | Elect Director Alfred W. "Al" Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| TRUIST FINANCIAL CORPORATION Meeting Date: APR 26, 2022 Record Date: FEB 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TFC Security ID: 89832Q109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer S. Banner | Management | For | For |
| 1b | Elect Director K. David Boyer, Jr. | Management | For | For |
| 1c | Elect Director Agnes Bundy Scanlan | Management | For | For |
| 1d | Elect Director Anna R. Cablik | Management | For | For |
| 1e | Elect Director Dallas S. Clement | Management | For | For |
| 1f | Elect Director Paul D. Donahue | Management | For | For |
| 1g | Elect Director Patrick C. Graney, III | Management | For | For |
| 1h | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1i | Elect Director Kelly S. King | Management | For | For |
| 1j | Elect Director Easter A. Maynard | Management | For | For |
| 1k | Elect Director Donna S. Morea | Management | For | For |
| 1l | Elect Director Charles A. Patton | Management | For | For |
| 1m | Elect Director Nido R. Qubein | Management | For | For |
| 1n | Elect Director David M. Ratcliffe | Management | For | For |
| 1o | Elect Director William H. Rogers, Jr. | Management | For | For |
| 1p | Elect Director Frank P. Scruggs, Jr. | Management | For | For |
| 1q | Elect Director Christine Sears | Management | For | For |
| 1r | Elect Director Thomas E. Skains | Management | For | For |
| 1s | Elect Director Bruce L. Tanner | Management | For | For |
| 1t | Elect Director Thomas N. Thompson | Management | For | For |
| 1u | Elect Director Steven C. Voorhees | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| UNILEVER PLC Meeting Date: MAY 04, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ULVR Security ID: 904767704 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Re-elect Nils Andersen as Director | Management | For | For |
| 4 | Re-elect Judith Hartmann as Director | Management | For | For |
| 5 | Re-elect Alan Jope as Director | Management | For | For |
| 6 | Re-elect Andrea Jung as Director | Management | For | For |
| 7 | Re-elect Susan Kilsby as Director | Management | For | For |
| 8 | Re-elect Strive Masiyiwa as Director | Management | For | For |
| 9 | Re-elect Youngme Moon as Director | Management | For | For |
| 10 | Re-elect Graeme Pitkethly as Director | Management | For | For |
| 11 | Re-elect Feike Sijbesma as Director | Management | For | For |
| 12 | Elect Adrian Hennah as Director | Management | For | For |
| 13 | Elect Ruby Lu as Director | Management | For | For |
| 14 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 15 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 20 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 21 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| VERIZON COMMUNICATIONS INC. Meeting Date: MAY 12, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VZ Security ID: 92343V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Roxanne Austin | Management | For | For |
| 1.3 | Elect Director Mark Bertolini | Management | For | For |
| 1.4 | Elect Director Melanie Healey | Management | For | For |
| 1.5 | Elect Director Laxman Narasimhan | Management | For | For |
| 1.6 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.7 | Elect Director Daniel Schulman | Management | For | For |
| 1.8 | Elect Director Rodney Slater | Management | For | For |
| 1.9 | Elect Director Carol Tome | Management | For | For |
| 1.10 | Elect Director Hans Vestberg | Management | For | For |
| 1.11 | Elect Director Gregory Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Charitable Contributions | Shareholder | Against | Against |
| 5 | Amend Senior Executive Compensation Clawback Policy | Shareholder | Against | Against |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| ZIMMER BIOMET HOLDINGS, INC. Meeting Date: MAY 13, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ZBH Security ID: 98956P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher B. Begley | Management | For | For |
| 1b | Elect Director Betsy J. Bernard | Management | For | For |
| 1c | Elect Director Michael J. Farrell | Management | For | For |
| 1d | Elect Director Robert A. Hagemann | Management | For | For |
| 1e | Elect Director Bryan C. Hanson | Management | For | For |
| 1f | Elect Director Arthur J. Higgins | Management | For | For |
| 1g | Elect Director Maria Teresa (Tessa) Hilado | Management | For | For |
| 1h | Elect Director Syed Jafry | Management | For | For |
| 1i | Elect Director Sreelakshmi Kolli | Management | For | For |
| 1j | Elect Director Michael W. Michelson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
NT Global Real Estate
| ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST Meeting Date: MAY 03, 2022 Record Date: MAR 15, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: AP.UN Security ID: 019456102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Trustee Matthew Andrade | Management | For | For |
| 1B | Elect Trustee Kay Brekken | Management | For | For |
| 1C | Elect Trustee Gerald R. Connor | Management | For | For |
| 1D | Elect Trustee Lois Cormack | Management | For | For |
| 1E | Elect Trustee Gordon R. Cunningham | Management | For | For |
| 1F | Elect Trustee Michael R. Emory | Management | For | For |
| 1G | Elect Trustee Toni Rossi | Management | For | For |
| 1H | Elect Trustee Stephen L. Sender | Management | For | For |
| 1I | Elect Trustee Jennifer A. Tory | Management | For | For |
| 2 | Approve Deloitte LLP as Auditors and Authorize Trustees to Fix Their Remuneration | Management | For | For |
| 3 | Amend Declaration of Trust | Management | For | For |
| 4 | Approve Unitholder Rights Plan | Management | For | For |
| 5 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| AMERICAN HOMES 4 RENT Meeting Date: MAY 03, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMH Security ID: 02665T306 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth M. Woolley | Management | For | For |
| 1b | Elect Director David P. Singelyn | Management | For | For |
| 1c | Elect Director Douglas N. Benham | Management | For | For |
| 1d | Elect Director Jack Corrigan | Management | For | For |
| 1e | Elect Director David Goldberg | Management | For | For |
| 1f | Elect Director Tamara H. Gustavson | Management | For | For |
| 1g | Elect Director Matthew J. Hart | Management | For | For |
| 1h | Elect Director Michelle C. Kerrick | Management | For | For |
| 1i | Elect Director James H. Kropp | Management | For | For |
| 1j | Elect Director Lynn C. Swann | Management | For | For |
| 1k | Elect Director Winifred M. Webb | Management | For | For |
| 1l | Elect Director Jay Willoughby | Management | For | For |
| 1m | Elect Director Matthew R. Zaist | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AVALONBAY COMMUNITIES, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AVB Security ID: 053484101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glyn F. Aeppel | Management | For | For |
| 1b | Elect Director Terry S. Brown | Management | For | For |
| 1c | Elect Director Alan B. Buckelew | Management | For | For |
| 1d | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1e | Elect Director Stephen P. Hills | Management | For | For |
| 1f | Elect Director Christopher B. Howard | Management | For | For |
| 1g | Elect Director Richard J. Lieb | Management | For | For |
| 1h | Elect Director Nnenna Lynch | Management | For | For |
| 1i | Elect Director Timothy J. Naughton | Management | For | For |
| 1j | Elect Director Benjamin W. Schall | Management | For | For |
| 1k | Elect Director Susan Swanezy | Management | For | For |
| 1l | Elect Director W. Edward Walter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BOSTON PROPERTIES, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BXP Security ID: 101121101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel I. Klein | Management | For | For |
| 1b | Elect Director Kelly A. Ayotte | Management | For | For |
| 1c | Elect Director Bruce W. Duncan | Management | For | For |
| 1d | Elect Director Carol B. Einiger | Management | For | For |
| 1e | Elect Director Diane J. Hoskins | Management | For | For |
| 1f | Elect Director Mary E. Kipp | Management | For | For |
| 1g | Elect Director Douglas T. Linde | Management | For | For |
| 1h | Elect Director Matthew J. Lustig | Management | For | For |
| 1i | Elect Director Owen D. Thomas | Management | For | For |
| 1j | Elect Director David A. Twardock | Management | For | For |
| 1k | Elect Director William H. Walton, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Remuneration of Non-Employee Directors | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BRIXMOR PROPERTY GROUP INC. Meeting Date: APR 27, 2022 Record Date: FEB 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BRX Security ID: 11120U105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James M. Taylor, Jr. | Management | For | For |
| 1.2 | Elect Director John G. Schreiber | Management | For | For |
| 1.3 | Elect Director Michael Berman | Management | For | For |
| 1.4 | Elect Director Julie Bowerman | Management | For | For |
| 1.5 | Elect Director Sheryl M. Crosland | Management | For | For |
| 1.6 | Elect Director Thomas W. Dickson | Management | For | For |
| 1.7 | Elect Director Daniel B. Hurwitz | Management | For | For |
| 1.8 | Elect Director Sandra A. J. Lawrence | Management | For | For |
| 1.9 | Elect Director William D. Rahm | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| CAMDEN PROPERTY TRUST Meeting Date: MAY 12, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CPT Security ID: 133131102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard J. Campo | Management | For | For |
| 1.2 | Elect Director Javier E. Benito | Management | For | For |
| 1.3 | Elect Director Heather J. Brunner | Management | For | For |
| 1.4 | Elect Director Mark D. Gibson | Management | For | For |
| 1.5 | Elect Director Scott S. Ingraham | Management | For | For |
| 1.6 | Elect Director Renu Khator | Management | For | For |
| 1.7 | Elect Director D. Keith Oden | Management | For | For |
| 1.8 | Elect Director Frances Aldrich Sevilla-Sacasa | Management | For | For |
| 1.9 | Elect Director Steven A. Webster | Management | For | For |
| 1.10 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CAPITALAND INTEGRATED COMMERCIAL TRUST Meeting Date: APR 21, 2022 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: C38U Security ID: Y1100L160 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Report of the Trustee, Statement by the Manager, and Audited Financial Statements and Auditors' Report | Management | For | For |
| 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| 4 | Authorize Unit Repurchase Program | Management | For | For |
| CAPITALAND LTD. Meeting Date: AUG 10, 2021 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: C31 Security ID: Y10923103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Capital Reduction and Distribution in Specie | Management | For | For |
| CAPITALAND LTD. Meeting Date: AUG 10, 2021 Record Date: Meeting Type: COURT | ||||
| Ticker: C31 Security ID: Y10923103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| CELLNEX TELECOM SA Meeting Date: APR 27, 2022 Record Date: APR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CLNX Security ID: E2R41M104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 2 | Approve Non-Financial Information Statement | Management | For | For |
| 3 | Approve Treatment of Net Loss | Management | For | For |
| 4 | Approve Discharge of Board | Management | For | For |
| 5.1 | Approve Annual Maximum Remuneration | Management | For | For |
| 5.2 | Approve Remuneration Policy | Management | For | Against |
| 5.3 | Approve Grant of Shares to CEO | Management | For | For |
| 6.1 | Fix Number of Directors at 11 | Management | For | For |
| 6.2 | Reelect Tobias Martinez Gimeno as Director | Management | For | For |
| 6.3 | Reelect Bertrand Boudewijn Kan as Director | Management | For | For |
| 6.4 | Reelect Pierre Blayau as Director | Management | For | For |
| 6.5 | Reelect Anne Bouverot as Director | Management | For | For |
| 6.6 | Reelect Maria Luisa Guijarro Pinal as Director | Management | For | For |
| 6.7 | Reelect Peter Shore as Director | Management | For | For |
| 6.8 | Ratify Appointment of and Elect Kate Holgate as Director | Management | For | For |
| 7.1 | Amend Article 4 Re: Corporate Website | Management | For | For |
| 7.2 | Amend Article 18 Re: Board Term | Management | For | For |
| 7.3 | Amend Article 20 Re: Director Remuneration | Management | For | For |
| 7.4 | Approve Restated Articles of Association | Management | For | For |
| 8 | Approve Exchange of Debt for Equity | Management | For | For |
| 9 | Authorize Increase in Capital up to 50 Percent via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 10 Percent | Management | For | For |
| 10 | Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities with Exclusion of Preemptive Rights up to 10 Percent of Capital | Management | For | For |
| 11 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 12 | Advisory Vote on Remuneration Report | Management | For | For |
| CHARTER HALL GROUP Meeting Date: NOV 11, 2021 Record Date: NOV 09, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CHC Security ID: Q2308A138 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Elect Jacqueline Chow as Director | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4 | Approve Issuance of Service Rights to David Harrison | Management | For | Against |
| 5 | Approve Issuance of Performance Rights to David Harrison | Management | For | Against |
| 6 | Approve Issuance of ROP Performance Rights to David Harrison | Management | For | Against |
| 7 | Approve the Increase in Maximum Aggregate Remuneration of Non-Executive Directors | Management | None | For |
| CHARTWELL RETIREMENT RESIDENCES Meeting Date: MAY 19, 2022 Record Date: MAR 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CSH.UN Security ID: 16141A103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Trustee V. Ann Davis of Chartwell Retirement Residences | Management | For | For |
| 1.2 | Elect Trustee James Scarlett of Chartwell Retirement Residences | Management | For | For |
| 1.3 | Elect Trustee Huw Thomas of Chartwell Retirement Residences | Management | For | For |
| 2.1 | Elect Trustee Andre R. Kuzmicki of CSH Trust | Management | For | For |
| 2.2 | Elect Trustee Sharon Sallows of CSH Trust | Management | For | For |
| 2.3 | Elect Trustee Gary Whitelaw of CSH Trust | Management | For | For |
| 3.1 | Elect Director W. Brent Binions of Chartwell Master Care Corporation | Management | For | For |
| 3.2 | Elect Director V. Ann Davis of Chartwell Master Care Corporation | Management | For | For |
| 3.3 | Elect Director Andre R. Kuzmicki of Chartwell Master Care Corporation | Management | For | For |
| 3.4 | Elect Director Valerie Pisano of Chartwell Master Care Corporation | Management | For | For |
| 3.5 | Elect Director Sharon Sallows of Chartwell Master Care Corporation | Management | For | For |
| 3.6 | Elect Director James Scarlett of Chartwell Master Care Corporation | Management | For | For |
| 3.7 | Elect Director Huw Thomas of Chartwell Master Care Corporation | Management | For | For |
| 3.8 | Elect Director Vlad Volodarski of Chartwell Master Care Corporation | Management | For | For |
| 3.9 | Elect Director Gary Whitelaw of Chartwell Master Care Corporation | Management | For | For |
| 4 | Approve KPMG LLP as Auditors and Authorize Trustees to Fix Their Remuneration | Management | For | For |
| 5 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| COMFORIA RESIDENTIAL REIT, INC. Meeting Date: APR 21, 2022 Record Date: JAN 31, 2022 Meeting Type: SPECIAL | ||||
| Ticker: 3282 Security ID: J0816Z106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Amend Provisions on Deemed Approval System - Reflect Changes in Accounting Standards | Management | For | For |
| 2 | Elect Executive Director Izawa, Takehiro | Management | For | For |
| 3.1 | Elect Alternate Executive Director Yoshikawa, Kentaro | Management | For | For |
| 3.2 | Elect Alternate Executive Director Kawauchi, Daisuke | Management | For | For |
| 4.1 | Elect Supervisory Director Yamamoto, Koji | Management | For | For |
| 4.2 | Elect Supervisory Director Oshima, Masamichi | Management | For | For |
| 5 | Elect Alternate Supervisory Director Chiba, Hiroko | Management | For | For |
| CTP NV Meeting Date: APR 26, 2022 Record Date: MAR 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CTPNV Security ID: N2368S105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2(a) | Receive Board Report (Non-Voting) | Management | None | None |
| 2(b) | Approve Remuneration Report | Management | For | For |
| 2(c) | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2(d) | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2(e) | Approve Final Dividend | Management | For | For |
| 3(a) | Approve Discharge of Executive Directors | Management | For | For |
| 3(b) | Approve Discharge of Non-Executive Directors | Management | For | For |
| 4(a) | Grant Board Authority to Issue Shares Up to 15 Percent of Issued Capital | Management | For | Against |
| 4(b) | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | Against |
| 4(c) | Grant Board Authority to Issue Shares or Grant Rights to Subscribe for Shares Pursuant to an Interim Scrip Dividend | Management | For | For |
| 4(d) | Authorize Board to Exclude Preemptive Rights from Share Issuances in Relation to an Interim Scrip Dividend | Management | For | For |
| 4(e) | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 5 | Amend Articles Re: Change of Corporate Seat from Utrecht to Amsterdam | Management | For | For |
| 6 | Other Business (Non-Voting) | Management | None | None |
| 7 | Close Meeting | Management | None | None |
| DIGITAL REALTY TRUST, INC. Meeting Date: JUN 03, 2022 Record Date: APR 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DLR Security ID: 253868103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Laurence A. Chapman | Management | For | Against |
| 1b | Elect Director Alexis Black Bjorlin | Management | For | For |
| 1c | Elect Director VeraLinn "Dash" Jamieson | Management | For | Against |
| 1d | Elect Director Kevin J. Kennedy | Management | For | For |
| 1e | Elect Director William G. LaPerch | Management | For | Against |
| 1f | Elect Director Jean F.H.P. Mandeville | Management | For | For |
| 1g | Elect Director Afshin Mohebbi | Management | For | For |
| 1h | Elect Director Mark R. Patterson | Management | For | Against |
| 1i | Elect Director Mary Hogan Preusse | Management | For | Against |
| 1j | Elect Director Dennis E. Singleton | Management | For | For |
| 1k | Elect Director A. William Stein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Risks Associated with Use of Concealment Clauses | Shareholder | Against | For |
| DREAM INDUSTRIAL REAL ESTATE INVESTMENT TRUST Meeting Date: JUN 07, 2022 Record Date: APR 14, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: DIR.UN Security ID: 26153W109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Trustee R. Sacha Bhatia | Management | For | For |
| 1.2 | Elect Trustee Michael Cooper | Management | For | For |
| 1.3 | Elect Trustee J. Michael Knowlton | Management | For | For |
| 1.4 | Elect Trustee Ben Mulroney | Management | For | For |
| 1.5 | Elect Trustee Brian Pauls | Management | For | For |
| 1.6 | Elect Trustee Vicky Schiff | Management | For | For |
| 1.7 | Elect Trustee Vincenza Sera | Management | For | For |
| 1.8 | Elect Trustee Sheldon Wiseman | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Trustees to Fix Their Remuneration | Management | For | For |
| 3 | Amend Declaration of Trust | Management | For | For |
| 4 | Amend Deferred Unit Incentive Plan | Management | For | For |
| ESSENTIAL PROPERTIES REALTY TRUST, INC. Meeting Date: MAY 16, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EPRT Security ID: 29670E107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul T. Bossidy | Management | For | For |
| 1.2 | Elect Director Joyce DeLucca | Management | For | For |
| 1.3 | Elect Director Scott A. Estes | Management | For | For |
| 1.4 | Elect Director Peter M. Mavoides | Management | For | For |
| 1.5 | Elect Director Lawrence J. Minich | Management | For | For |
| 1.6 | Elect Director Heather L. Neary | Management | For | For |
| 1.7 | Elect Director Stephen D. Sautel | Management | For | For |
| 1.8 | Elect Director Janaki Sivanesan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| ESSEX PROPERTY TRUST, INC. Meeting Date: MAY 10, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ESS Security ID: 297178105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith R. Guericke | Management | For | For |
| 1.2 | Elect Director Maria R. Hawthorne | Management | For | For |
| 1.3 | Elect Director Amal M. Johnson | Management | For | For |
| 1.4 | Elect Director Mary Kasaris | Management | For | For |
| 1.5 | Elect Director Irving F. Lyons, III | Management | For | For |
| 1.6 | Elect Director George M. Marcus | Management | For | For |
| 1.7 | Elect Director Thomas E. Robinson | Management | For | For |
| 1.8 | Elect Director Michael J. Schall | Management | For | For |
| 1.9 | Elect Director Byron A. Scordelis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| GOODMAN GROUP Meeting Date: NOV 18, 2021 Record Date: NOV 16, 2021 Meeting Type: ANNUAL | ||||
| Ticker: GMG Security ID: Q4229W132 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Appoint KPMG as Auditors of Goodman Logistics (HK) Limited and Authorize the Board to Fix Their Remuneration | Management | For | For |
| 2 | Elect Rebecca McGrath as Director of Goodman Limited | Management | For | Against |
| 3a | Elect Danny Peeters as Director of Goodman Limited | Management | For | Against |
| 3b | Elect Danny Peeters as Director of Goodman Logistics (HK) Ltd | Management | For | Against |
| 4 | Elect David Collins as Director of Goodman Logistics (HK) Ltd | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | Against |
| 6 | Approve Issuance of Performance Rights to Greg Goodman | Management | For | Against |
| 7 | Approve Issuance of Performance Rights to Danny Peeters | Management | For | Against |
| 8 | Approve Issuance of Performance Rights to Anthony Rozic | Management | For | Against |
| GRAINGER PLC Meeting Date: FEB 09, 2022 Record Date: FEB 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GRI Security ID: G40432117 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Mark Clare as Director | Management | For | For |
| 5 | Re-elect Helen Gordon as Director | Management | For | For |
| 6 | Elect Robert Hudson as Director | Management | For | For |
| 7 | Re-elect Rob Wilkinson as Director | Management | For | For |
| 8 | Re-elect Justin Read as Director | Management | For | For |
| 9 | Re-elect Janette Bell as Director | Management | For | For |
| 10 | Elect Carol Hui as Director | Management | For | For |
| 11 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 12 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 13 | Authorise Issue of Equity | Management | For | For |
| 14 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 15 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 16 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 17 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| HOST HOTELS & RESORTS, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HST Security ID: 44107P104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary L. Baglivo | Management | For | For |
| 1.2 | Elect Director Herman E. Bulls | Management | For | For |
| 1.3 | Elect Director Richard E. Marriott | Management | For | For |
| 1.4 | Elect Director Mary Hogan Preusse | Management | For | For |
| 1.5 | Elect Director Walter C. Rakowich | Management | For | For |
| 1.6 | Elect Director James F. Risoleo | Management | For | For |
| 1.7 | Elect Director Gordon H. Smith | Management | For | For |
| 1.8 | Elect Director A. William Stein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HULIC CO., LTD. Meeting Date: MAR 23, 2022 Record Date: DEC 31, 2021 Meeting Type: ANNUAL | ||||
| Ticker: 3003 Security ID: J23594112 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 20 | Management | For | For |
| 2 | Amend Articles to Disclose Shareholder Meeting Materials on Internet - Clarify Director Authority on Board Meetings | Management | For | For |
| 3.1 | Elect Director Nishiura, Saburo | Management | For | For |
| 3.2 | Elect Director Maeda, Takaya | Management | For | For |
| 3.3 | Elect Director Shiga, Hidehiro | Management | For | For |
| 3.4 | Elect Director Kobayashi, Hajime | Management | For | For |
| 3.5 | Elect Director Nakajima, Tadashi | Management | For | For |
| 3.6 | Elect Director Yoshidome, Manabu | Management | For | For |
| 3.7 | Elect Director Miyajima, Tsukasa | Management | For | For |
| 3.8 | Elect Director Yamada, Hideo | Management | For | For |
| 3.9 | Elect Director Fukushima, Atsuko | Management | For | For |
| 3.10 | Elect Director Tsuji, Shinji | Management | For | For |
| 4 | Approve Compensation Ceiling for Directors | Management | For | For |
| 5 | Approve Trust-Type Equity Compensation Plan | Management | For | For |
| INNOVATIVE INDUSTRIAL PROPERTIES, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: IIPR Security ID: 45781V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan Gold | Management | For | For |
| 1.2 | Elect Director Gary Kreitzer | Management | For | For |
| 1.3 | Elect Director Mary Curran | Management | For | For |
| 1.4 | Elect Director Scott Shoemaker | Management | For | For |
| 1.5 | Elect Director Paul Smithers | Management | For | For |
| 1.6 | Elect Director David Stecher | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INVINCIBLE INVESTMENT CORP. Meeting Date: DEC 17, 2021 Record Date: OCT 31, 2021 Meeting Type: SPECIAL | ||||
| Ticker: 8963 Security ID: J2442V103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Reflect Changes in Accounting Standards - Amend Provisions on Deemed Approval System - Amend Asset Management Compensation | Management | For | For |
| 2 | Elect Executive Director Fukuda, Naoki | Management | For | For |
| 3 | Elect Alternate Executive Director Ichiki, Naoto | Management | For | For |
| 4.1 | Elect Supervisory Director Tamura, Yoshihiro | Management | For | For |
| 4.2 | Elect Supervisory Director Fujimoto, Hiroyuki | Management | For | For |
| INVITATION HOMES, INC. Meeting Date: MAY 17, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: INVH Security ID: 46187W107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Fascitelli | Management | For | For |
| 1.2 | Elect Director Dallas B. Tanner | Management | For | For |
| 1.3 | Elect Director Jana Cohen Barbe | Management | For | For |
| 1.4 | Elect Director Richard D. Bronson | Management | For | For |
| 1.5 | Elect Director Jeffrey E. Kelter | Management | For | For |
| 1.6 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.7 | Elect Director John B. Rhea | Management | For | For |
| 1.8 | Elect Director J. Heidi Roizen | Management | For | For |
| 1.9 | Elect Director Janice L. Sears | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| IRON MOUNTAIN INCORPORATED Meeting Date: MAY 10, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: IRM Security ID: 46284V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Allerton | Management | For | For |
| 1b | Elect Director Pamela M. Arway | Management | For | For |
| 1c | Elect Director Clarke H. Bailey | Management | For | For |
| 1d | Elect Director Kent P. Dauten | Management | For | For |
| 1e | Elect Director Monte Ford | Management | For | For |
| 1f | Elect Director Robin L. Matlock | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Wendy J. Murdock | Management | For | For |
| 1i | Elect Director Walter C. Rakowich | Management | For | For |
| 1j | Elect Director Doyle R. Simons | Management | For | For |
| 1k | Elect Director Alfred J. Verrecchia | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KILROY REALTY CORPORATION Meeting Date: MAY 19, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KRC Security ID: 49427F108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John Kilroy | Management | For | For |
| 1b | Elect Director Edward F. Brennan | Management | For | For |
| 1c | Elect Director Jolie Hunt | Management | For | For |
| 1d | Elect Director Scott S. Ingraham | Management | For | For |
| 1e | Elect Director Louisa G. Ritter | Management | For | For |
| 1f | Elect Director Gary R. Stevenson | Management | For | For |
| 1g | Elect Director Peter B. Stoneberg | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KIMCO REALTY CORPORATION Meeting Date: AUG 03, 2021 Record Date: JUN 21, 2021 Meeting Type: SPECIAL | ||||
| Ticker: KIM Security ID: 49446R109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| KIMCO REALTY CORPORATION Meeting Date: APR 26, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KIM Security ID: 49446R109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Milton Cooper | Management | For | For |
| 1b | Elect Director Philip E. Coviello | Management | For | For |
| 1c | Elect Director Conor C. Flynn | Management | For | For |
| 1d | Elect Director Frank Lourenso | Management | For | For |
| 1e | Elect Director Henry Moniz | Management | For | For |
| 1f | Elect Director Mary Hogan Preusse | Management | For | For |
| 1g | Elect Director Valerie Richardson | Management | For | For |
| 1h | Elect Director Richard B. Saltzman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Pricewaterhouse Coopers LLP as Auditors | Management | For | For |
| KITE REALTY GROUP TRUST Meeting Date: MAY 11, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KRG Security ID: 49803T300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John A. Kite | Management | For | For |
| 1b | Elect Director William E. Bindley | Management | For | For |
| 1c | Elect Director Bonnie S. Biumi | Management | For | For |
| 1d | Elect Director Derrick Burks | Management | For | For |
| 1e | Elect Director Victor J. Coleman | Management | For | For |
| 1f | Elect Director Gerald M. Gorski | Management | For | For |
| 1g | Elect Director Steven P. Grimes | Management | For | Against |
| 1h | Elect Director Christie B. Kelly | Management | For | For |
| 1i | Elect Director Peter L. Lynch | Management | For | For |
| 1j | Elect Director David R. O'Reilly | Management | For | For |
| 1k | Elect Director Barton R. Peterson | Management | For | For |
| 1l | Elect Director Charles H. Wurtzebach | Management | For | For |
| 1m | Elect Director Caroline L. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| KLEPIERRE SA Meeting Date: APR 26, 2022 Record Date: APR 22, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: LI Security ID: F5396X102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Treatment of Losses | Management | For | For |
| 4 | Approve Payment of EUR 1.70 per Share by Distribution of Equity Premiums | Management | For | For |
| 5 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 6 | Reelect Rose-Marie Van Lerberghe as Supervisory Board Member | Management | For | For |
| 7 | Reelect Beatrice de Clermont-Tonnerre as Supervisory Board Member | Management | For | For |
| 8 | Renew Appointment of Deloitte & Associes as Auditor | Management | For | For |
| 9 | Renew Appointment of Ernst & Young Audit as Auditor | Management | For | For |
| 10 | Approve Remuneration Policy of Chairman and Supervisory Board Members | Management | For | For |
| 11 | Approve Remuneration Policy of Chairman of the Management Board | Management | For | For |
| 12 | Approve Remuneration Policy of Management Board Members | Management | For | For |
| 13 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 14 | Approve Compensation of Chairman of the Supervisory Board | Management | For | For |
| 15 | Approve Compensation of Chairman of the Management Board | Management | For | For |
| 16 | Approve Compensation of CFO, Management Board Member | Management | For | For |
| 17 | Approve Compensation of COO, Management Board Member | Management | For | For |
| 18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 19 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 20 | Authorize up to 0.3 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | Against |
| 21 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| LASALLE LOGIPORT REIT Meeting Date: NOV 19, 2021 Record Date: AUG 31, 2021 Meeting Type: SPECIAL | ||||
| Ticker: 3466 Security ID: J38684106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Amend Articles to Amend Provisions on Deemed Approval System - Reflect Changes in Accounting Standards | Management | For | For |
| 2 | Elect Executive Director Fujiwara, Toshimitsu | Management | For | For |
| 3 | Elect Alternate Executive Director Jigami, Taira | Management | For | For |
| 4.1 | Elect Supervisory Director Shibata, Kentaro | Management | For | For |
| 4.2 | Elect Supervisory Director Nishiuchi, Koji | Management | For | For |
| 4.3 | Elect Supervisory Director Takenaga, Rie | Management | For | For |
| LIFE STORAGE, INC. Meeting Date: MAY 26, 2022 Record Date: MAR 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LSI Security ID: 53223X107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark G. Barberio | Management | For | For |
| 1.2 | Elect Director Joseph V. Saffire | Management | For | For |
| 1.3 | Elect Director Stephen R. Rusmisel | Management | For | For |
| 1.4 | Elect Director Arthur L. Havener, Jr. | Management | For | For |
| 1.5 | Elect Director Dana Hamilton | Management | For | For |
| 1.6 | Elect Director Edward J. Pettinella | Management | For | For |
| 1.7 | Elect Director David L. Rogers | Management | For | For |
| 1.8 | Elect Director Susan Harnett | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| LINK REAL ESTATE INVESTMENT TRUST Meeting Date: JUL 30, 2021 Record Date: JUL 26, 2021 Meeting Type: ANNUAL | ||||
| Ticker: 823 Security ID: Y5281M111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Note the Financial Statements and Statutory Reports | Management | None | None |
| 2 | Note the Appointment of Auditor and Fixing of Their Remuneration | Management | None | None |
| 3.1 | Elect Nicholas Charles Allen as Director | Management | For | For |
| 3.2 | Elect Christopher John Brooke as Director | Management | For | For |
| 3.3 | Elect Poh Lee Tan as Director | Management | For | For |
| 3.4 | Elect Ian Keith Griffiths as Director | Management | For | For |
| 4.1 | Elect Lincoln Leong Kwok Kuen as Director | Management | For | For |
| 5 | Authorize Repurchase of Issued Units | Management | For | For |
| 6.1 | Amend Trust Deed Distribution Formula Re: Realized Losses on the Disposal of Relevant Investments, Properties and/or Disposal of the Special Purpose Vehicle which Holds Such Properties | Management | For | For |
| 6.2 | Amend Trust Deed Distribution Formula Re: Non-Cash Losses | Management | For | For |
| 7 | Approve Amended Investment Limit for Property Development and Related Activities and the Corresponding Property Development Trust Deed Amendments | Management | For | For |
| 8 | Amend Trust Deed Re: Conduct of General Meeting Amendments | Management | For | For |
| MAPLETREE COMMERCIAL TRUST Meeting Date: JUL 22, 2021 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: N2IU Security ID: Y5759T101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Report of the Trustee, Statement by the Manager, Audited Financial Statements and Auditors' Report | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditor and Authorize Manager to Fix Their Remuneration | Management | For | For |
| 3 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| MAPLETREE LOGISTICS TRUST Meeting Date: JUL 13, 2021 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: M44U Security ID: Y5759Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Report of the Trustee, Statement by the Manager, Audited Financial Statements and Auditors' Report | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Manager to Fix Their Remuneration | Management | For | For |
| 3 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Management | For | For |
| MAPLETREE LOGISTICS TRUST Meeting Date: JAN 13, 2022 Record Date: Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: M44U Security ID: Y5759Q107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Acquisitions | Management | For | For |
| 2 | Approve Allotment and Issuance of New Units Pursuant to the PRC Acquisitions | Management | For | For |
| 3 | Approve Whitewash Resolution | Management | For | For |
| OPEN HOUSE CO., LTD. Meeting Date: DEC 22, 2021 Record Date: SEP 30, 2021 Meeting Type: ANNUAL | ||||
| Ticker: 3288 Security ID: J3072G101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 62 | Management | For | For |
| 2 | Amend Articles to Change Company Name - Amend Business Lines - Amend Provisions on Number of Directors | Management | For | For |
| 3.1 | Elect Director Arai, Masaaki | Management | For | For |
| 3.2 | Elect Director Kamata, Kazuhiko | Management | For | For |
| 3.3 | Elect Director Imamura, Hitoshi | Management | For | For |
| 3.4 | Elect Director Fukuoka, Ryosuke | Management | For | For |
| 3.5 | Elect Director Wakatabi, Kotaro | Management | For | For |
| 3.6 | Elect Director Munemasa, Hiroshi | Management | For | For |
| 3.7 | Elect Director Ishimura, Hitoshi | Management | For | For |
| 3.8 | Elect Director Omae, Yuko | Management | For | For |
| 3.9 | Elect Director Kotani, Maoko | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Mabuchi, Akiko | Management | For | For |
| ORIX JREIT INC. Meeting Date: NOV 26, 2021 Record Date: AUG 31, 2021 Meeting Type: SPECIAL | ||||
| Ticker: 8954 Security ID: J8996L102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Amend Provisions on Deemed Approval System | Management | For | For |
| 2 | Elect Executive Director Miura, Hiroshi | Management | For | For |
| 3 | Elect Alternate Executive Director Hattori, Takeshi | Management | For | For |
| 4.1 | Elect Supervisory Director Koike, Toshio | Management | For | For |
| 4.2 | Elect Supervisory Director Hattori, Takeshi | Management | For | For |
| 4.3 | Elect Supervisory Director Oshimi, Yukako | Management | For | For |
| POTLATCHDELTIC CORPORATION Meeting Date: MAY 02, 2022 Record Date: MAR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PCH Security ID: 737630103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne L. Alonzo | Management | For | For |
| 1b | Elect Director Michael J. Covey | Management | For | For |
| 1c | Elect Director R. Hunter Pierson, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Restricted Stock Plan | Management | For | Against |
| PROLOGIS, INC. Meeting Date: MAY 04, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PLD Security ID: 74340W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director George L. Fotiades | Management | For | For |
| 1d | Elect Director Lydia H. Kennard | Management | For | For |
| 1e | Elect Director Irving F. Lyons, III | Management | For | For |
| 1f | Elect Director Avid Modjtabai | Management | For | For |
| 1g | Elect Director David P. O'Connor | Management | For | For |
| 1h | Elect Director Olivier Piani | Management | For | For |
| 1i | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1j | Elect Director Carl B. Webb | Management | For | For |
| 1k | Elect Director William D. Zollars | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| PUBLIC STORAGE Meeting Date: APR 28, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PSA Security ID: 74460D109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1b | Elect Director Tamara Hughes Gustavson | Management | For | For |
| 1c | Elect Director Leslie S. Heisz | Management | For | For |
| 1d | Elect Director Michelle Millstone-Shroff | Management | For | For |
| 1e | Elect Director Shankh S. Mitra | Management | For | For |
| 1f | Elect Director David J. Neithercut | Management | For | For |
| 1g | Elect Director Rebecca Owen | Management | For | For |
| 1h | Elect Director Kristy M. Pipes | Management | For | For |
| 1i | Elect Director Avedick B. Poladian | Management | For | For |
| 1j | Elect Director John Reyes | Management | For | For |
| 1k | Elect Director Joseph D. Russell, Jr. | Management | For | For |
| 1l | Elect Director Tariq M. Shaukat | Management | For | For |
| 1m | Elect Director Ronald P. Spogli | Management | For | For |
| 1n | Elect Director Paul S. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Voting Requirements to Amend the Declaration of Trust | Management | For | For |
| REALTY INCOME CORPORATION Meeting Date: AUG 12, 2021 Record Date: JUL 08, 2021 Meeting Type: SPECIAL | ||||
| Ticker: O Security ID: 756109104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| REXFORD INDUSTRIAL REALTY, INC. Meeting Date: JUN 13, 2022 Record Date: APR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: REXR Security ID: 76169C100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Antin | Management | For | For |
| 1.2 | Elect Director Michael S. Frankel | Management | For | For |
| 1.3 | Elect Director Diana J. Ingram | Management | For | For |
| 1.4 | Elect Director Angela L. Kleiman | Management | For | For |
| 1.5 | Elect Director Debra L. Morris | Management | For | For |
| 1.6 | Elect Director Tyler H. Rose | Management | For | For |
| 1.7 | Elect Director Howard Schwimmer | Management | For | For |
| 1.8 | Elect Director Richard Ziman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| RYMAN HOSPITALITY PROPERTIES, INC. Meeting Date: MAY 12, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RHP Security ID: 78377T107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rachna Bhasin | Management | For | For |
| 1b | Elect Director Alvin Bowles, Jr. | Management | For | For |
| 1c | Elect Director Christian Brickman | Management | For | For |
| 1d | Elect Director Mark Fioravanti | Management | For | For |
| 1e | Elect Director Fazal Merchant | Management | For | For |
| 1f | Elect Director Patrick Moore | Management | For | For |
| 1g | Elect Director Christine Pantoya | Management | For | For |
| 1h | Elect Director Robert Prather, Jr. | Management | For | For |
| 1i | Elect Director Colin Reed | Management | For | For |
| 1j | Elect Director Michael I. Roth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SBA COMMUNICATIONS CORPORATION Meeting Date: MAY 12, 2022 Record Date: MAR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SBAC Security ID: 78410G104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin L. Beebe | Management | For | For |
| 1.2 | Elect Director Jack Langer | Management | For | For |
| 1.3 | Elect Director Jeffrey A. Stoops | Management | For | For |
| 1.4 | Elect Director Jay L. Johnson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SCENTRE GROUP Meeting Date: APR 07, 2022 Record Date: APR 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SCG Security ID: Q8351E109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Brian Schwartz as Director | Management | For | For |
| 4 | Elect Michael Ihlein as Director | Management | For | For |
| 5 | Elect Ilana Atlas as Director | Management | For | For |
| 6 | Elect Catherine Brenner as Director | Management | For | For |
| 7 | Approve Grant of Performance Rights to Peter Allen | Management | For | Against |
| 8 | Approve the Spill Resolution | Management | Against | Against |
| SEGRO PLC Meeting Date: APR 21, 2022 Record Date: APR 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SGRO Security ID: G80277141 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Approve Remuneration Policy | Management | For | For |
| 5 | Re-elect Gerald Corbett as Director | Management | For | For |
| 6 | Re-elect Mary Barnard as Director | Management | For | For |
| 7 | Re-elect Sue Clayton as Director | Management | For | For |
| 8 | Re-elect Soumen Das as Director | Management | For | For |
| 9 | Re-elect Carol Fairweather as Director | Management | For | For |
| 10 | Re-elect Andy Gulliford as Director | Management | For | For |
| 11 | Re-elect Martin Moore as Director | Management | For | For |
| 12 | Re-elect David Sleath as Director | Management | For | For |
| 13 | Elect Simon Fraser as Director | Management | For | For |
| 14 | Elect Andy Harrison as Director | Management | For | For |
| 15 | Elect Linda Yueh as Director | Management | For | For |
| 16 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Amend Long Term Incentive Plan | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 22 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 23 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 24 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| SHAFTESBURY PLC Meeting Date: FEB 04, 2022 Record Date: FEB 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SHB Security ID: G80603106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Policy | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Amend 2016 Long-Term Incentive Plan | Management | For | For |
| 5 | Approve Final Dividend | Management | For | For |
| 6 | Elect Helena Coles as Director | Management | For | For |
| 7 | Re-elect Jonathan Nicholls as Director | Management | For | For |
| 8 | Re-elect Brian Bickell as Director | Management | For | For |
| 9 | Re-elect Simon Quayle as Director | Management | For | For |
| 10 | Re-elect Christopher Ward as Director | Management | For | For |
| 11 | Re-elect Thomas Welton as Director | Management | For | For |
| 12 | Re-elect Richard Akers as Director | Management | For | For |
| 13 | Re-elect Ruth Anderson as Director | Management | For | For |
| 14 | Re-elect Jennelle Tilling as Director | Management | For | For |
| 15 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 16 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 20 | Authorise Market Purchase of Shares | Management | For | For |
| 21 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| SOSILA LOGISTICS REIT, INC. Meeting Date: AUG 30, 2021 Record Date: MAY 31, 2021 Meeting Type: SPECIAL | ||||
| Ticker: 2979 Security ID: J7645P100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles to Amend Provisions on Deemed Approval System | Management | For | For |
| 2 | Elect Executive Director Yano, Masaaki | Management | For | For |
| 3 | Elect Alternate Executive Director Matsumoto, Nobuhiko | Management | For | For |
| 4.1 | Elect Supervisory Director Doba, Manabu | Management | For | Against |
| 4.2 | Elect Supervisory Director Midorikawa, Yoshie | Management | For | For |
| 5.1 | Elect Alternate Supervisory Director Oyama, Taro | Management | For | Against |
| 5.2 | Elect Alternate Supervisory Director Kanayama, Aiko | Management | For | For |
| SPIRIT REALTY CAPITAL, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SRC Security ID: 84860W300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin M. Charlton | Management | For | For |
| 1.2 | Elect Director Elizabeth F. Frank | Management | For | For |
| 1.3 | Elect Director Michelle M. Frymire | Management | For | For |
| 1.4 | Elect Director Kristian M. Gathright | Management | For | For |
| 1.5 | Elect Director Richard I. Gilchrist | Management | For | For |
| 1.6 | Elect Director Jackson Hsieh | Management | For | For |
| 1.7 | Elect Director Diana M. Laing | Management | For | For |
| 1.8 | Elect Director Nicholas P. Shepherd | Management | For | For |
| 1.9 | Elect Director Thomas J. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SWITCH, INC. Meeting Date: JUN 10, 2022 Record Date: APR 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SWCH Security ID: 87105L104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rob Roy | Management | For | For |
| 1.2 | Elect Director Angela Archon | Management | For | For |
| 1.3 | Elect Director Jason Genrich | Management | For | For |
| 1.4 | Elect Director Liane Pelletier | Management | For | For |
| 1.5 | Elect Director Zareh Sarrafian | Management | For | For |
| 1.6 | Elect Director Kim Sheehy | Management | For | For |
| 1.7 | Elect Director Donald D. Snyder | Management | For | For |
| 1.8 | Elect Director Tom Thomas | Management | For | For |
| 1.9 | Elect Director Bryan Wolf | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Securities Transfer Restrictions | Management | For | For |
| 5 | Change State of Incorporation to Maryland | Management | For | For |
| TOKYU FUDOSAN HOLDINGS CORP. Meeting Date: JUN 28, 2022 Record Date: MAR 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 3289 Security ID: J88764105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 9 | Management | For | For |
| 2 | Amend Articles to Disclose Shareholder Meeting Materials on Internet - Amend Provisions on Number of Directors | Management | For | For |
| 3.1 | Elect Director Kanazashi, Kiyoshi | Management | For | For |
| 3.2 | Elect Director Nishikawa, Hironori | Management | For | For |
| 3.3 | Elect Director Uemura, Hitoshi | Management | For | For |
| 3.4 | Elect Director Okada, Masashi | Management | For | For |
| 3.5 | Elect Director Kimura, Shohei | Management | For | For |
| 3.6 | Elect Director Ota, Yoichi | Management | For | For |
| 3.7 | Elect Director Hoshino, Hiroaki | Management | For | For |
| 3.8 | Elect Director Nomoto, Hirofumi | Management | For | For |
| 3.9 | Elect Director Kaiami, Makoto | Management | For | For |
| 3.10 | Elect Director Arai, Saeko | Management | For | For |
| 3.11 | Elect Director Miura, Satoshi | Management | For | For |
| 3.12 | Elect Director Hoshino, Tsuguhiko | Management | For | For |
| 3.13 | Elect Director Jozuka, Yumiko | Management | For | For |
| 4 | Appoint Alternate Statutory Auditor Nagao, Ryo | Management | For | For |
| UDR, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: UDR Security ID: 902653104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Katherine A. Cattanach | Management | For | For |
| 1b | Elect Director Jon A. Grove | Management | For | For |
| 1c | Elect Director Mary Ann King | Management | For | For |
| 1d | Elect Director James D. Klingbeil | Management | For | For |
| 1e | Elect Director Clint D. McDonnough | Management | For | For |
| 1f | Elect Director Robert A. McNamara | Management | For | For |
| 1g | Elect Director Diane M. Morefield | Management | For | For |
| 1h | Elect Director Kevin C. Nickelberry | Management | For | For |
| 1i | Elect Director Mark R. Patterson | Management | For | For |
| 1j | Elect Director Thomas W. Toomey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VENTAS INC. Meeting Date: APR 27, 2022 Record Date: MAR 21, 2022 Meeting Type: PROXY CONTEST | ||||
| Ticker: VTR Security ID: 92276F100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (White Proxy Card) | ||||
| 1.1 | Elect Director Melody C. Barnes | Management | For | For |
| 1.2 | Elect Director Debra A. Cafaro | Management | For | For |
| 1.3 | Elect Director Michael J. Embler | Management | For | For |
| 1.4 | Elect Director Matthew J. Lustig | Management | For | For |
| 1.5 | Elect Director Roxanne M. Martino | Management | For | For |
| 1.6 | Elect Director Marguerite M. Nader | Management | For | For |
| 1.7 | Elect Director Sean P. Nolan | Management | For | For |
| 1.8 | Elect Director Walter C. Rakowich | Management | For | For |
| 1.9 | Elect Director Robert D. Reed | Management | For | For |
| 1.10 | Elect Director James D. Shelton | Management | For | For |
| 1.11 | Elect Director Maurice S. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (Blue Proxy Card) | ||||
| 1.1 | Elect Director Jonathan Litt | Shareholder | For | Did Not Vote |
| 1.2 | Management Nominee Melody C. Barnes | Shareholder | For | Did Not Vote |
| 1.3 | Management Nominee Debra A. Cafaro | Shareholder | For | Did Not Vote |
| 1.4 | Management Nominee Michael J. Embler | Shareholder | For | Did Not Vote |
| 1.5 | Management Nominee Matthew J. Lustig | Shareholder | For | Did Not Vote |
| 1.6 | Management Nominee Roxanne M. Martino | Shareholder | For | Did Not Vote |
| 1.7 | Management Nominee Marguerite M. Nader | Shareholder | For | Did Not Vote |
| 1.8 | Management Nominee Sean P. Nolan | Shareholder | For | Did Not Vote |
| 1.9 | Management Nominee Walter C. Rakowich | Shareholder | For | Did Not Vote |
| 1.10 | Management Nominee Robert D. Reed | Shareholder | For | Did Not Vote |
| 1.11 | Management Nominee Maurice S. Smith | Shareholder | For | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | None | Did Not Vote |
| 3 | Approve Omnibus Stock Plan | Management | None | Did Not Vote |
| 4 | Ratify KPMG LLP as Auditors | Management | None | Did Not Vote |
| VICI PROPERTIES INC. Meeting Date: OCT 29, 2021 Record Date: SEP 21, 2021 Meeting Type: SPECIAL | ||||
| Ticker: VICI Security ID: 925652109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| VICI PROPERTIES INC. Meeting Date: APR 27, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VICI Security ID: 925652109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WELLTOWER INC. Meeting Date: MAY 23, 2022 Record Date: APR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WELL Security ID: 95040Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth J. Bacon | Management | For | For |
| 1b | Elect Director Karen B. DeSalvo | Management | For | For |
| 1c | Elect Director Philip L. Hawkins | Management | For | For |
| 1d | Elect Director Dennis G. Lopez | Management | For | For |
| 1e | Elect Director Shankh Mitra | Management | For | For |
| 1f | Elect Director Ade J. Patton | Management | For | For |
| 1g | Elect Director Diana W. Reid | Management | For | For |
| 1h | Elect Director Sergio D. Rivera | Management | For | For |
| 1i | Elect Director Johnese M. Spisso | Management | For | For |
| 1j | Elect Director Kathryn M. Sullivan | Management | For | For |
| 2 | Amend Certificate of Incorporation of Welltower OP Inc. to Remove Welltower Inc. Shareholder Approval for the Amendments of Welltower OP Inc. Certificate of Incorporation and Other Extraordinary Transactions | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WORKSPACE GROUP PLC Meeting Date: JUL 22, 2021 Record Date: JUL 20, 2021 Meeting Type: ANNUAL | ||||
| Ticker: WKP Security ID: G5595E136 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Stephen Hubbard as Director | Management | For | For |
| 5 | Re-elect Graham Clemett as Director | Management | For | For |
| 6 | Re-elect David Benson as Director | Management | For | For |
| 7 | Re-elect Chris Girling as Director | Management | For | For |
| 8 | Re-elect Damon Russell as Director | Management | For | For |
| 9 | Re-elect Suzi Williams as Director | Management | For | For |
| 10 | Elect Rosie Shapland as Director | Management | For | For |
| 11 | Elect Lesley-Ann Nash as Director | Management | For | For |
| 12 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 13 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 14 | Authorise Issue of Equity | Management | For | For |
| 15 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 18 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
NT Mid Cap Value
| ADVANCE AUTO PARTS, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AAP Security ID: 00751Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carla J. Bailo | Management | For | For |
| 1b | Elect Director John F. Ferraro | Management | For | For |
| 1c | Elect Director Thomas R. Greco | Management | For | For |
| 1d | Elect Director Joan M. Hilson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1g | Elect Director Douglas A. Pertz | Management | For | For |
| 1h | Elect Director Sherice R. Torres | Management | For | For |
| 1i | Elect Director Nigel Travis | Management | For | For |
| 1j | Elect Director Arthur L. Valdez, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | For |
| AFLAC INCORPORATED Meeting Date: MAY 02, 2022 Record Date: FEB 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AFL Security ID: 001055102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel P. Amos | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Arthur R. Collins | Management | For | For |
| 1d | Elect Director Toshihiko Fukuzawa | Management | For | For |
| 1e | Elect Director Thomas J. Kenny | Management | For | For |
| 1f | Elect Director Georgette D. Kiser | Management | For | For |
| 1g | Elect Director Karole F. Lloyd | Management | For | For |
| 1h | Elect Director Nobuchika Mori | Management | For | For |
| 1i | Elect Director Joseph L. Moskowitz | Management | For | For |
| 1j | Elect Director Barbara K. Rimer | Management | For | For |
| 1k | Elect Director Katherine T. Rohrer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| AMCOR PLC Meeting Date: NOV 10, 2021 Record Date: SEP 15, 2021 Meeting Type: ANNUAL | ||||
| Ticker: AMCR Security ID: G0250X107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Graeme Liebelt | Management | For | For |
| 1b | Elect Director Armin Meyer | Management | For | For |
| 1c | Elect Director Ronald Delia | Management | For | For |
| 1d | Elect Director Achal Agarwal | Management | For | For |
| 1e | Elect Director Andrea Bertone | Management | For | For |
| 1f | Elect Director Susan Carter | Management | For | For |
| 1g | Elect Director Karen Guerra | Management | For | For |
| 1h | Elect Director Nicholas (Tom) Long | Management | For | For |
| 1i | Elect Director Arun Nayar | Management | For | For |
| 1j | Elect Director Jeremy Sutcliffe | Management | For | For |
| 1k | Elect Director David Szczupak | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMDOCS LIMITED Meeting Date: JAN 28, 2022 Record Date: NOV 30, 2021 Meeting Type: ANNUAL | ||||
| Ticker: DOX Security ID: G02602103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert A. Minicucci | Management | For | For |
| 1.2 | Elect Director Adrian Gardner | Management | For | For |
| 1.3 | Elect Director James S. Kahan | Management | For | For |
| 1.4 | Elect Director Rafael de la Vega | Management | For | For |
| 1.5 | Elect Director Giora Yaron | Management | For | For |
| 1.6 | Elect Director Eli Gelman | Management | For | For |
| 1.7 | Elect Director Richard T.C. LeFave | Management | For | For |
| 1.8 | Elect Director John A. MacDonald | Management | For | For |
| 1.9 | Elect Director Shuky Sheffer | Management | For | For |
| 1.10 | Elect Director Yvette Kanouff | Management | For | For |
| 1.11 | Elect Director Sarah Ruth Davis | Management | For | For |
| 2 | Approve an Increase in the Quarterly Cash Dividend Rate | Management | For | For |
| 3 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 4 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| AMERIPRISE FINANCIAL, INC. Meeting Date: APR 27, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMP Security ID: 03076C106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James M. Cracchiolo | Management | For | For |
| 1b | Elect Director Dianne Neal Blixt | Management | For | For |
| 1c | Elect Director Amy DiGeso | Management | For | For |
| 1d | Elect Director Lon R. Greenberg | Management | For | For |
| 1e | Elect Director Robert F. Sharpe, Jr. | Management | For | For |
| 1f | Elect Director Brian T. Shea | Management | For | For |
| 1g | Elect Director W. Edward Walter, III | Management | For | For |
| 1h | Elect Director Christopher J. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AMERISOURCEBERGEN CORPORATION Meeting Date: MAR 10, 2022 Record Date: JAN 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ABC Security ID: 03073E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ornella Barra | Management | For | For |
| 1b | Elect Director Steven H. Collis | Management | For | For |
| 1c | Elect Director D. Mark Durcan | Management | For | For |
| 1d | Elect Director Richard W. Gochnauer | Management | For | For |
| 1e | Elect Director Lon R. Greenberg | Management | For | For |
| 1f | Elect Director Jane E. Henney | Management | For | For |
| 1g | Elect Director Kathleen W. Hyle | Management | For | For |
| 1h | Elect Director Michael J. Long | Management | For | For |
| 1i | Elect Director Henry W. McGee | Management | For | For |
| 1j | Elect Director Dennis M. Nally | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Adopt a Policy That No Financial Metric Be Adjusted to Exclude Legal or Compliance Costs in Determining Executive Compensation | Shareholder | Against | Against |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| ATMOS ENERGY CORPORATION Meeting Date: FEB 09, 2022 Record Date: DEC 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ATO Security ID: 049560105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director J. Kevin Akers | Management | For | For |
| 1b | Elect Director Kim R. Cocklin | Management | For | For |
| 1c | Elect Director Kelly H. Compton | Management | For | For |
| 1d | Elect Director Sean Donohue | Management | For | For |
| 1e | Elect Director Rafael G. Garza | Management | For | For |
| 1f | Elect Director Richard K. Gordon | Management | For | For |
| 1g | Elect Director Nancy K. Quinn | Management | For | For |
| 1h | Elect Director Richard A. Sampson | Management | For | For |
| 1i | Elect Director Diana J. Walters | Management | For | For |
| 1j | Elect Director Frank Yoho | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BAKER HUGHES COMPANY Meeting Date: MAY 17, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BKR Security ID: 05722G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Geoffrey Beattie | Management | For | For |
| 1.2 | Elect Director Gregory D. Brenneman | Management | For | For |
| 1.3 | Elect Director Cynthia B. Carroll | Management | For | For |
| 1.4 | Elect Director Nelda J. Connors | Management | For | For |
| 1.5 | Elect Director Michael R. Dumais | Management | For | For |
| 1.6 | Elect Director Gregory L. Ebel | Management | For | For |
| 1.7 | Elect Director Lynn L. Elsenhans | Management | For | For |
| 1.8 | Elect Director John G. Rice | Management | For | For |
| 1.9 | Elect Director Lorenzo Simonelli | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| BEACON ROOFING SUPPLY, INC. Meeting Date: FEB 18, 2022 Record Date: DEC 22, 2021 Meeting Type: ANNUAL | ||||
| Ticker: BECN Security ID: 073685109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Philip W. Knisely | Management | For | For |
| 1.2 | Elect Director Julian G. Francis | Management | For | For |
| 1.3 | Elect Director Carl T. Berquist | Management | For | For |
| 1.4 | Elect Director Barbara G. Fast | Management | For | For |
| 1.5 | Elect Director Richard W. Frost | Management | For | For |
| 1.6 | Elect Director Alan Gershenhorn | Management | For | For |
| 1.7 | Elect Director Robert M. McLaughlin | Management | For | For |
| 1.8 | Elect Director Earl Newsome, Jr. | Management | For | For |
| 1.9 | Elect Director Neil S. Novich | Management | For | For |
| 1.10 | Elect Director Stuart A. Randle | Management | For | For |
| 1.11 | Elect Director Nathan K. Sleeper | Management | For | For |
| 1.12 | Elect Director Douglas L. Young | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BECTON, DICKINSON AND COMPANY Meeting Date: JAN 25, 2022 Record Date: DEC 06, 2021 Meeting Type: ANNUAL | ||||
| Ticker: BDX Security ID: 075887109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.2 | Elect Director Carrie L. Byington | Management | For | For |
| 1.3 | Elect Director R. Andrew Eckert | Management | For | For |
| 1.4 | Elect Director Claire M. Fraser | Management | For | For |
| 1.5 | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1.6 | Elect Director Christopher Jones | Management | For | For |
| 1.7 | Elect Director Marshall O. Larsen | Management | For | For |
| 1.8 | Elect Director David F. Melcher | Management | For | For |
| 1.9 | Elect Director Thomas E. Polen | Management | For | For |
| 1.10 | Elect Director Claire Pomeroy | Management | For | For |
| 1.11 | Elect Director Timothy M. Ring | Management | For | For |
| 1.12 | Elect Director Bertram L. Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| BORGWARNER INC. Meeting Date: APR 27, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BWA Security ID: 099724106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Sara A. Greenstein | Management | For | For |
| 1B | Elect Director David S. Haffner | Management | For | For |
| 1C | Elect Director Michael S. Hanley | Management | For | For |
| 1D | Elect Director Frederic B. Lissalde | Management | For | For |
| 1E | Elect Director Paul A. Mascarenas | Management | For | For |
| 1F | Elect Director Shaun E. McAlmont | Management | For | For |
| 1G | Elect Director Deborah D. McWhinney | Management | For | For |
| 1H | Elect Director Alexis P. Michas | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Right to Act by Written Consent | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| BRIDGESTONE CORP. Meeting Date: MAR 23, 2022 Record Date: DEC 31, 2021 Meeting Type: ANNUAL | ||||
| Ticker: 5108 Security ID: J04578126 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 85 | Management | For | For |
| 2 | Amend Articles to Disclose Shareholder Meeting Materials on Internet | Management | For | For |
| 3.1 | Elect Director Ishibashi, Shuichi | Management | For | For |
| 3.2 | Elect Director Higashi, Masahiro | Management | For | For |
| 3.3 | Elect Director Scott Trevor Davis | Management | For | For |
| 3.4 | Elect Director Okina, Yuri | Management | For | For |
| 3.5 | Elect Director Masuda, Kenichi | Management | For | For |
| 3.6 | Elect Director Yamamoto, Kenzo | Management | For | For |
| 3.7 | Elect Director Terui, Keiko | Management | For | For |
| 3.8 | Elect Director Sasa, Seiichi | Management | For | For |
| 3.9 | Elect Director Shiba, Yojiro | Management | For | For |
| 3.10 | Elect Director Suzuki, Yoko | Management | For | For |
| 3.11 | Elect Director Hara, Hideo | Management | For | For |
| 3.12 | Elect Director Yoshimi, Tsuyoshi | Management | For | For |
| CAPITOL FEDERAL FINANCIAL, INC. Meeting Date: JAN 25, 2022 Record Date: DEC 03, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CFFN Security ID: 14057J101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John B. Dicus | Management | For | For |
| 1.2 | Elect Director James G. Morris | Management | For | For |
| 1.3 | Elect Director Jeffrey R. Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CARDINAL HEALTH, INC. Meeting Date: NOV 05, 2021 Record Date: SEP 07, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CAH Security ID: 14149Y108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carrie S. Cox | Management | For | For |
| 1b | Elect Director Bruce L. Downey | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director David C. Evans | Management | For | For |
| 1e | Elect Director Patricia A. Hemingway Hall | Management | For | For |
| 1f | Elect Director Akhil Johri | Management | For | For |
| 1g | Elect Director Michael C. Kaufmann | Management | For | For |
| 1h | Elect Director Gregory B. Kenny | Management | For | For |
| 1i | Elect Director Nancy Killefer | Management | For | For |
| 1j | Elect Director Dean A. Scarborough | Management | For | For |
| 1k | Elect Director John H. Weiland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CDK GLOBAL, INC. Meeting Date: NOV 11, 2021 Record Date: SEP 17, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CDK Security ID: 12508E101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leslie A. Brun | Management | For | For |
| 1b | Elect Director Willie A. Deese | Management | For | For |
| 1c | Elect Director Amy J. Hillman | Management | For | For |
| 1d | Elect Director Brian M. Krzanich | Management | For | For |
| 1e | Elect Director Stephen A. Miles | Management | For | For |
| 1f | Elect Director Robert E. Radway | Management | For | For |
| 1g | Elect Director Stephen F. Schuckenbrock | Management | For | For |
| 1h | Elect Director Frank S. Sowinski | Management | For | For |
| 1i | Elect Director Eileen J. Voynick | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CHUBB LIMITED Meeting Date: NOV 03, 2021 Record Date: SEP 10, 2021 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify Share Repurchase Program | Management | For | For |
| 2 | Approve CHF 349,339,410 Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 3 | Transact Other Business (Voting) | Management | For | Against |
| CHUBB LIMITED Meeting Date: MAY 19, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | Against |
| 5.2 | Elect Director Michael P. Connors | Management | For | Against |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Sheila P. Burke | Management | For | For |
| 5.6 | Elect Director Mary Cirillo | Management | For | Against |
| 5.7 | Elect Director Robert J. Hugin | Management | For | For |
| 5.8 | Elect Director Robert W. Scully | Management | For | For |
| 5.9 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.10 | Elect Director David H. Sidwell | Management | For | For |
| 5.11 | Elect Director Olivier Steimer | Management | For | For |
| 5.12 | Elect Director Luis Tellez | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | Against |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect Mary Cirillo as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9 | Approve Creation of Authorized Capital With or Without Preemptive Rights | Management | For | For |
| 10 | Approve CHF 318,275,265 Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 4.8 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 54 Million for Fiscal 2023 | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Adopt and Disclose Policies to Ensure Underwriting Does Not Support New Fossil Fuel Supplies | Shareholder | Against | For |
| 14 | Report on Efforts to Reduce GHG Emissions Associated with Underwriting, Insuring, and Investing | Shareholder | Against | For |
| CIMAREX ENERGY CO. Meeting Date: SEP 29, 2021 Record Date: AUG 10, 2021 Meeting Type: SPECIAL | ||||
| Ticker: XEC Security ID: 171798101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Amend Charter to Give Holders of Preferred Stock the Right to Vote with Holders of Common Stock as a Single Class on All Matters Submitted to a Vote of Such Common Stockholders | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| COMMERCE BANCSHARES, INC. Meeting Date: APR 20, 2022 Record Date: FEB 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CBSH Security ID: 200525103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl H. Devanny, III | Management | For | For |
| 1.2 | Elect Director June McAllister Fowler | Management | For | For |
| 1.3 | Elect Director Benjamin F. Rassieur, III | Management | For | For |
| 1.4 | Elect Director Todd R. Schnuck | Management | For | For |
| 1.5 | Elect Director Christine B. Taylor-Broughton | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CONAGRA BRANDS, INC. Meeting Date: SEP 15, 2021 Record Date: JUL 26, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CAG Security ID: 205887102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anil Arora | Management | For | For |
| 1b | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1c | Elect Director Emanuel "Manny" Chirico | Management | For | For |
| 1d | Elect Director Sean M. Connolly | Management | For | For |
| 1e | Elect Director Joie A. Gregor | Management | For | For |
| 1f | Elect Director Fran Horowitz | Management | For | For |
| 1g | Elect Director Rajive Johri | Management | For | For |
| 1h | Elect Director Richard H. Lenny | Management | For | For |
| 1i | Elect Director Melissa Lora | Management | For | For |
| 1j | Elect Director Ruth Ann Marshall | Management | For | For |
| 1k | Elect Director Craig P. Omtvedt | Management | For | For |
| 1l | Elect Director Scott Ostfeld | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| CONOCOPHILLIPS Meeting Date: MAY 10, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: COP Security ID: 20825C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Caroline Maury Devine | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Provide Right to Call Special Meetings | Shareholder | Against | For |
| 7 | Report on GHG Emissions Reduction Targets | Shareholder | Against | For |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CRACKER BARREL OLD COUNTRY STORE, INC. Meeting Date: NOV 18, 2021 Record Date: SEP 17, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CBRL Security ID: 22410J106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas H. Barr | Management | For | For |
| 1.2 | Elect Director Carl T. Berquist | Management | For | For |
| 1.3 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.4 | Elect Director Meg G. Crofton | Management | For | For |
| 1.5 | Elect Director Gilbert R. Davila | Management | For | For |
| 1.6 | Elect Director William W. McCarten | Management | For | For |
| 1.7 | Elect Director Coleman H. Peterson | Management | For | For |
| 1.8 | Elect Director Gisel Ruiz | Management | For | For |
| 1.9 | Elect Director Darryl L. (Chip) Wade | Management | For | For |
| 1.10 | Elect Director Andrea M. Weiss | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Adopt, Renew or Amend Shareholder Rights Plan (Poison Pill) | Management | For | Against |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Allow Shareholder Meetings to be Held in Virtual-Only Format | Shareholder | Against | Against |
| CUMMINS INC. Meeting Date: MAY 10, 2022 Record Date: MAR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CMI Security ID: 231021106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director N. Thomas Linebarger | Management | For | For |
| 2 | Elect Director Jennifer W. Rumsey | Management | For | For |
| 3 | Elect Director Robert J. Bernhard | Management | For | For |
| 4 | Elect Director Franklin R. Chang Diaz | Management | For | For |
| 5 | Elect Director Bruno V. Di Leo Allen | Management | For | For |
| 6 | Elect Director Stephen B. Dobbs | Management | For | For |
| 7 | Elect Director Carla A. Harris | Management | For | For |
| 8 | Elect Director Robert K. Herdman | Management | For | For |
| 9 | Elect Director Thomas J. Lynch | Management | For | For |
| 10 | Elect Director William I. Miller | Management | For | For |
| 11 | Elect Director Georgia R. Nelson | Management | For | For |
| 12 | Elect Director Kimberly A. Nelson | Management | For | For |
| 13 | Elect Director Karen H. Quintos | Management | For | For |
| 14 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 15 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Require Independent Board Chair | Shareholder | Against | Against |
| EASTERN BANKSHARES, INC. Meeting Date: NOV 29, 2021 Record Date: OCT 01, 2021 Meeting Type: SPECIAL | ||||
| Ticker: EBC Security ID: 27627N105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Omnibus Stock Plan | Management | For | Against |
| EDISON INTERNATIONAL Meeting Date: APR 28, 2022 Record Date: MAR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EIX Security ID: 281020107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Michael C. Camunez | Management | For | For |
| 1c | Elect Director Vanessa C.L. Chang | Management | For | For |
| 1d | Elect Director James T. Morris | Management | For | For |
| 1e | Elect Director Timothy T. O'Toole | Management | For | For |
| 1f | Elect Director Pedro J. Pizarro | Management | For | For |
| 1g | Elect Director Marcy L. Reed | Management | For | For |
| 1h | Elect Director Carey A. Smith | Management | For | For |
| 1i | Elect Director Linda G. Stuntz | Management | For | For |
| 1j | Elect Director Peter J. Taylor | Management | For | For |
| 1k | Elect Director Keith Trent | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EMERSON ELECTRIC CO. Meeting Date: FEB 01, 2022 Record Date: NOV 23, 2021 Meeting Type: ANNUAL | ||||
| Ticker: EMR Security ID: 291011104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joshua B. Bolten | Management | For | For |
| 1.2 | Elect Director William H. Easter, III | Management | For | For |
| 1.3 | Elect Director Surendralal (Lal) L. Karsanbhai | Management | For | For |
| 1.4 | Elect Director Lori M. Lee | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ESSEX PROPERTY TRUST, INC. Meeting Date: MAY 10, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ESS Security ID: 297178105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith R. Guericke | Management | For | For |
| 1.2 | Elect Director Maria R. Hawthorne | Management | For | For |
| 1.3 | Elect Director Amal M. Johnson | Management | For | For |
| 1.4 | Elect Director Mary Kasaris | Management | For | For |
| 1.5 | Elect Director Irving F. Lyons, III | Management | For | For |
| 1.6 | Elect Director George M. Marcus | Management | For | For |
| 1.7 | Elect Director Thomas E. Robinson | Management | For | For |
| 1.8 | Elect Director Michael J. Schall | Management | For | For |
| 1.9 | Elect Director Byron A. Scordelis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EURONET WORLDWIDE, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EEFT Security ID: 298736109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Brown | Management | For | For |
| 1.2 | Elect Director Andrew B. Schmitt | Management | For | Withhold |
| 1.3 | Elect Director M. Jeannine Strandjord | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EVERGY, INC. Meeting Date: MAY 03, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EVRG Security ID: 30034W106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director David A. Campbell | Management | For | For |
| 1B | Elect Director Thomas D. Hyde | Management | For | For |
| 1C | Elect Director B. Anthony Isaac | Management | For | For |
| 1D | Elect Director Paul M. Keglevic | Management | For | For |
| 1E | Elect Director Mary L. Landrieu | Management | For | For |
| 1F | Elect Director Sandra A.J. Lawrence | Management | For | For |
| 1G | Elect Director Ann D. Murtlow | Management | For | For |
| 1H | Elect Director Sandra J. Price | Management | For | For |
| 1I | Elect Director Mark A. Ruelle | Management | For | For |
| 1J | Elect Director James Scarola | Management | For | For |
| 1K | Elect Director S. Carl Soderstrom, Jr. | Management | For | For |
| 1L | Elect Director C. John Wilder | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EVERSOURCE ENERGY Meeting Date: MAY 04, 2022 Record Date: MAR 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ES Security ID: 30040W108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cotton M. Cleveland | Management | For | For |
| 1.2 | Elect Director James S. DiStasio | Management | For | For |
| 1.3 | Elect Director Francis A. Doyle | Management | For | For |
| 1.4 | Elect Director Linda Dorcena Forry | Management | For | For |
| 1.5 | Elect Director Gregory M. Jones | Management | For | For |
| 1.6 | Elect Director James J. Judge | Management | For | For |
| 1.7 | Elect Director John Y. Kim | Management | For | For |
| 1.8 | Elect Director Kenneth R. Leibler | Management | For | For |
| 1.9 | Elect Director David H. Long | Management | For | For |
| 1.10 | Elect Director Joseph R. Nolan, Jr. | Management | For | For |
| 1.11 | Elect Director William C. Van Faasen | Management | For | For |
| 1.12 | Elect Director Frederica M. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| F5, INC. Meeting Date: MAR 10, 2022 Record Date: JAN 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FFIV Security ID: 315616102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sandra E. Bergeron | Management | For | For |
| 1b | Elect Director Elizabeth L. Buse | Management | For | For |
| 1c | Elect Director Michael L. Dreyer | Management | For | For |
| 1d | Elect Director Alan J. Higginson | Management | For | For |
| 1e | Elect Director Peter S. Klein | Management | For | For |
| 1f | Elect Director Francois Locoh-Donou | Management | For | For |
| 1g | Elect Director Nikhil Mehta | Management | For | For |
| 1h | Elect Director Michael F. Montoya | Management | For | For |
| 1i | Elect Director Marie E. Myers | Management | For | For |
| 1j | Elect Director James M. Phillips | Management | For | For |
| 1k | Elect Director Sripada Shivananda | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FIRST HAWAIIAN, INC. Meeting Date: APR 20, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FHB Security ID: 32051X108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Allen Doane | Management | For | For |
| 1b | Elect Director Robert S. Harrison | Management | For | For |
| 1c | Elect Director Faye Watanabe Kurren | Management | For | For |
| 1d | Elect Director James S. Moffatt | Management | For | For |
| 1e | Elect Director Kelly A. Thompson | Management | For | For |
| 1f | Elect Director Allen B. Uyeda | Management | For | For |
| 1g | Elect Director Vanessa L. Washington | Management | For | For |
| 1h | Elect Director C. Scott Wo | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FOX CORPORATION Meeting Date: NOV 10, 2021 Record Date: SEP 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: FOXA Security ID: 35137L204 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director K. Rupert Murdoch | Management | For | For |
| 1b | Elect Director Lachlan K. Murdoch | Management | For | For |
| 1c | Elect Director William A. Burck | Management | For | Against |
| 1d | Elect Director Chase Carey | Management | For | For |
| 1e | Elect Director Anne Dias | Management | For | For |
| 1f | Elect Director Roland A. Hernandez | Management | For | For |
| 1g | Elect Director Jacques Nasser | Management | For | For |
| 1h | Elect Director Paul D. Ryan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 5 | Amend Certificate of Incorporation to Become a Public Benefit Corporation | Shareholder | Against | Against |
| GENERAL DYNAMICS CORPORATION Meeting Date: MAY 04, 2022 Record Date: MAR 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GD Security ID: 369550108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James S. Crown | Management | For | For |
| 1b | Elect Director Rudy F. deLeon | Management | For | For |
| 1c | Elect Director Cecil D. Haney | Management | For | For |
| 1d | Elect Director Mark M. Malcolm | Management | For | For |
| 1e | Elect Director James N. Mattis | Management | For | For |
| 1f | Elect Director Phebe N. Novakovic | Management | For | For |
| 1g | Elect Director C. Howard Nye | Management | For | For |
| 1h | Elect Director Catherine B. Reynolds | Management | For | For |
| 1i | Elect Director Laura J. Schumacher | Management | For | For |
| 1j | Elect Director Robert K. Steel | Management | For | For |
| 1k | Elect Director John G. Stratton | Management | For | For |
| 1l | Elect Director Peter A. Wall | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Human Rights Due Diligence | Shareholder | Against | Against |
| GENERAL MILLS, INC. Meeting Date: SEP 28, 2021 Record Date: JUL 30, 2021 Meeting Type: ANNUAL | ||||
| Ticker: GIS Security ID: 370334104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Kerry Clark | Management | For | For |
| 1b | Elect Director David M. Cordani | Management | For | For |
| 1c | Elect Director Jeffrey L. Harmening | Management | For | For |
| 1d | Elect Director Maria G. Henry | Management | For | For |
| 1e | Elect Director Jo Ann Jenkins | Management | For | For |
| 1f | Elect Director Elizabeth C. Lempres | Management | For | For |
| 1g | Elect Director Diane L. Neal | Management | For | For |
| 1h | Elect Director Steve Odland | Management | For | For |
| 1i | Elect Director Maria A. Sastre | Management | For | For |
| 1j | Elect Director Eric D. Sprunk | Management | For | For |
| 1k | Elect Director Jorge A. Uribe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| HEALTHCARE TRUST OF AMERICA, INC. Meeting Date: JUL 07, 2021 Record Date: APR 15, 2021 Meeting Type: ANNUAL | ||||
| Ticker: HTA Security ID: 42225P501 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Scott D. Peters | Management | For | For |
| 1b | Elect Director W. Bradley Blair, II | Management | For | For |
| 1c | Elect Director Vicki U. Booth | Management | For | For |
| 1d | Elect Director H. Lee Cooper | Management | For | For |
| 1e | Elect Director Warren D. Fix | Management | For | For |
| 1f | Elect Director Peter N. Foss | Management | For | For |
| 1g | Elect Director Jay P. Leupp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| HEALTHPEAK PROPERTIES, INC. Meeting Date: APR 28, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PEAK Security ID: 42250P103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian G. Cartwright | Management | For | For |
| 1b | Elect Director Christine N. Garvey | Management | For | For |
| 1c | Elect Director R. Kent Griffin, Jr. | Management | For | For |
| 1d | Elect Director David B. Henry | Management | For | For |
| 1e | Elect Director Thomas M. Herzog | Management | For | For |
| 1f | Elect Director Lydia H. Kennard | Management | For | For |
| 1g | Elect Director Sara G. Lewis | Management | For | For |
| 1h | Elect Director Katherine M. Sandstrom | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HEARTLAND EXPRESS, INC. Meeting Date: MAY 12, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HTLD Security ID: 422347104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Gerdin | Management | For | For |
| 1.2 | Elect Director Larry J. Gordon | Management | For | For |
| 1.3 | Elect Director Benjamin J. Allen | Management | For | For |
| 1.4 | Elect Director Brenda S. Neville | Management | For | Withhold |
| 1.5 | Elect Director James G. Pratt | Management | For | For |
| 1.6 | Elect Director Michael J. Sullivan | Management | For | For |
| 1.7 | Elect Director David P. Millis | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HENRY SCHEIN, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HSIC Security ID: 806407102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mohamad Ali | Management | For | For |
| 1b | Elect Director Stanley M. Bergman | Management | For | For |
| 1c | Elect Director James P. Breslawski | Management | For | For |
| 1d | Elect Director Deborah Derby | Management | For | For |
| 1e | Elect Director Joseph L. Herring | Management | For | For |
| 1f | Elect Director Kurt P. Kuehn | Management | For | For |
| 1g | Elect Director Philip A. Laskawy | Management | For | For |
| 1h | Elect Director Anne H. Margulies | Management | For | For |
| 1i | Elect Director Mark E. Mlotek | Management | For | For |
| 1j | Elect Director Steven Paladino | Management | For | For |
| 1k | Elect Director Carol Raphael | Management | For | For |
| 1l | Elect Director E. Dianne Rekow | Management | For | For |
| 1m | Elect Director Scott Serota | Management | For | For |
| 1n | Elect Director Bradley T. Sheares | Management | For | For |
| 1o | Elect Director Reed V. Tuckson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| HP INC. Meeting Date: APR 19, 2022 Record Date: FEB 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HPQ Security ID: 40434L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aida M. Alvarez | Management | For | For |
| 1b | Elect Director Shumeet Banerji | Management | For | For |
| 1c | Elect Director Robert R. Bennett | Management | For | For |
| 1d | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1e | Elect Director Bruce Broussard | Management | For | For |
| 1f | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1g | Elect Director Stephanie A. Burns | Management | For | For |
| 1h | Elect Director Mary Anne Citrino | Management | For | For |
| 1i | Elect Director Richard L. Clemmer | Management | For | For |
| 1j | Elect Director Enrique J. Lores | Management | For | For |
| 1k | Elect Director Judith "Jami" Miscik | Management | For | For |
| 1l | Elect Director Kim K.W. Rucker | Management | For | For |
| 1m | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| HUBBELL INCORPORATED Meeting Date: MAY 03, 2022 Record Date: MAR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HUBB Security ID: 443510607 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gerben W. Bakker | Management | For | For |
| 1.2 | Elect Director Carlos M. Cardoso | Management | For | For |
| 1.3 | Elect Director Anthony J. Guzzi | Management | For | For |
| 1.4 | Elect Director Rhett A. Hernandez | Management | For | For |
| 1.5 | Elect Director Neal J. Keating | Management | For | For |
| 1.6 | Elect Director Bonnie C. Lind | Management | For | For |
| 1.7 | Elect Director John F. Malloy | Management | For | For |
| 1.8 | Elect Director Jennifer M. Pollino | Management | For | For |
| 1.9 | Elect Director John G. Russell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HUMANA INC. Meeting Date: APR 21, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HUM Security ID: 444859102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director David A. Jones, Jr. | Management | For | For |
| 1i | Elect Director Karen W. Katz | Management | For | For |
| 1j | Elect Director Marcy S. Klevorn | Management | For | For |
| 1k | Elect Director William J. McDonald | Management | For | For |
| 1l | Elect Director Jorge S. Mesquita | Management | For | For |
| 1m | Elect Director James J. O'Brien | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JUNIPER NETWORKS, INC. Meeting Date: MAY 11, 2022 Record Date: MAR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JNPR Security ID: 48203R104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gary Daichendt | Management | For | For |
| 1b | Elect Director Anne DelSanto | Management | For | For |
| 1c | Elect Director Kevin DeNuccio | Management | For | For |
| 1d | Elect Director James Dolce | Management | For | For |
| 1e | Elect Director Christine Gorjanc | Management | For | For |
| 1f | Elect Director Janet Haugen | Management | For | For |
| 1g | Elect Director Scott Kriens | Management | For | For |
| 1h | Elect Director Rahul Merchant | Management | For | For |
| 1i | Elect Director Rami Rahim | Management | For | For |
| 1j | Elect Director William Stensrud | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| KELLOGG COMPANY Meeting Date: APR 29, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: K Security ID: 487836108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rod Gillum | Management | For | For |
| 1b | Elect Director Mary Laschinger | Management | For | For |
| 1c | Elect Director Erica Mann | Management | For | For |
| 1d | Elect Director Carolyn Tastad | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Consider Pay Disparity Between CEO and Other Employees | Shareholder | Against | Against |
| KIMBERLY-CLARK CORPORATION Meeting Date: APR 27, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KMB Security ID: 494368103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sylvia M. Burwell | Management | For | For |
| 1.2 | Elect Director John W. Culver | Management | For | For |
| 1.3 | Elect Director Robert W. Decherd | Management | For | For |
| 1.4 | Elect Director Michael D. Hsu | Management | For | For |
| 1.5 | Elect Director Mae C. Jemison | Management | For | For |
| 1.6 | Elect Director S. Todd Maclin | Management | For | For |
| 1.7 | Elect Director Deirdre A. Mahlan | Management | For | For |
| 1.8 | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1.9 | Elect Director Christa S. Quarles | Management | For | For |
| 1.10 | Elect Director Jaime A. Ramirez | Management | For | For |
| 1.11 | Elect Director Dunia A. Shive | Management | For | For |
| 1.12 | Elect Director Mark T. Smucker | Management | For | For |
| 1.13 | Elect Director Michael D. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KONINKLIJKE AHOLD DELHAIZE NV Meeting Date: APR 13, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AD Security ID: N0074E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 4 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Dividends | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Discharge of Management Board | Management | For | For |
| 8 | Approve Discharge of Supervisory Board | Management | For | For |
| 9 | Reelect Bill McEwan to Supervisory Board | Management | For | For |
| 10 | Reelect Rene Hooft Graafland to Supervisory Board | Management | For | For |
| 11 | Reelect Pauline Van der Meer Mohr to Supervisory Board | Management | For | For |
| 12 | Reelect Wouter Kolk to Management Board | Management | For | For |
| 13 | Adopt Amended Remuneration Policy for Management Board | Management | For | For |
| 14 | Adopt Amended Remuneration Policy for Supervisory Board | Management | For | For |
| 15 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors for Financial Year 2022 | Management | For | For |
| 16 | Ratify KPMG Accountants N.V. as Auditors for Financial Year 2023 | Management | For | For |
| 17 | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 18 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 19 | Authorize Board to Acquire Common Shares | Management | For | For |
| 20 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 21 | Close Meeting | Management | None | None |
| M&T BANK CORPORATION Meeting Date: APR 25, 2022 Record Date: FEB 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MTB Security ID: 55261F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John P. Barnes | Management | For | For |
| 1.2 | Elect Director Robert T. Brady | Management | For | For |
| 1.3 | Elect Director Calvin G. Butler, Jr. | Management | For | For |
| 1.4 | Elect Director Jane Chwick | Management | For | For |
| 1.5 | Elect Director William F. Cruger, Jr. | Management | For | For |
| 1.6 | Elect Director T. Jefferson Cunningham, III | Management | For | For |
| 1.7 | Elect Director Gary N. Geisel | Management | For | For |
| 1.8 | Elect Director Leslie V. Godridge | Management | For | For |
| 1.9 | Elect Director Rene F. Jones | Management | For | For |
| 1.10 | Elect Director Richard H. Ledgett, Jr. | Management | For | For |
| 1.11 | Elect Director Melinda R. Rich | Management | For | For |
| 1.12 | Elect Director Robert E. Sadler, Jr. | Management | For | For |
| 1.13 | Elect Director Denis J. Salamone | Management | For | For |
| 1.14 | Elect Director John R. Scannell | Management | For | For |
| 1.15 | Elect Director Rudina Seseri | Management | For | For |
| 1.16 | Elect Director Kirk W. Walters | Management | For | For |
| 1.17 | Elect Director Herbert L. Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MCKESSON CORPORATION Meeting Date: JUL 23, 2021 Record Date: MAY 28, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MCK Security ID: 58155Q103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dominic J. Caruso | Management | For | For |
| 1b | Elect Director Donald R. Knauss | Management | For | For |
| 1c | Elect Director Bradley E. Lerman | Management | For | For |
| 1d | Elect Director Linda P. Mantia | Management | For | For |
| 1e | Elect Director Maria Martinez | Management | For | For |
| 1f | Elect Director Edward A. Mueller | Management | For | For |
| 1g | Elect Director Susan R. Salka | Management | For | For |
| 1h | Elect Director Brian S. Tyler | Management | For | For |
| 1i | Elect Director Kenneth E. Washington | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| MSC INDUSTRIAL DIRECT CO., INC. Meeting Date: JAN 26, 2022 Record Date: DEC 08, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MSM Security ID: 553530106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Erik Gershwind | Management | For | For |
| 1.2 | Elect Director Louise Goeser | Management | For | For |
| 1.3 | Elect Director Mitchell Jacobson | Management | For | For |
| 1.4 | Elect Director Michael Kaufmann | Management | For | For |
| 1.5 | Elect Director Steven Paladino | Management | For | For |
| 1.6 | Elect Director Philip Peller | Management | For | For |
| 1.7 | Elect Director Rudina Seseri | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NORTHERN TRUST CORPORATION Meeting Date: APR 26, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NTRS Security ID: 665859104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Walker Bynoe | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Dean M. Harrison | Management | For | For |
| 1d | Elect Director Jay L. Henderson | Management | For | For |
| 1e | Elect Director Marcy S. Klevorn | Management | For | For |
| 1f | Elect Director Siddharth N. "Bobby" Mehta | Management | For | For |
| 1g | Elect Director Michael G. O'Grady | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Martin P. Slark | Management | For | For |
| 1j | Elect Director David H. B. Smith, Jr. | Management | For | For |
| 1k | Elect Director Donald Thompson | Management | For | For |
| 1l | Elect Director Charles A. Tribbett, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| NORTHWESTERN CORPORATION Meeting Date: APR 29, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NWE Security ID: 668074305 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anthony T. Clark | Management | For | For |
| 1.2 | Elect Director Dana J. Dykhouse | Management | For | For |
| 1.3 | Elect Director Jan R. Horsfall | Management | For | For |
| 1.4 | Elect Director Britt E. Ide | Management | For | For |
| 1.5 | Elect Director Linda G. Sullivan | Management | For | For |
| 1.6 | Elect Director Robert C. Rowe | Management | For | For |
| 1.7 | Elect Director Mahvash Yazdi | Management | For | For |
| 1.8 | Elect Director Jeffrey W. Yingling | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Other Business | Management | For | Against |
| NVENT ELECTRIC PLC Meeting Date: MAY 13, 2022 Record Date: MAR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NVT Security ID: G6700G107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jerry W. Burris | Management | For | For |
| 1b | Elect Director Susan M. Cameron | Management | For | For |
| 1c | Elect Director Michael L. Ducker | Management | For | For |
| 1d | Elect Director Randall J. Hogan | Management | For | For |
| 1e | Elect Director Danita K. Ostling | Management | For | For |
| 1f | Elect Director Nicola Palmer | Management | For | For |
| 1g | Elect Director Herbert K. Parker | Management | For | For |
| 1h | Elect Director Greg Scheu | Management | For | For |
| 1i | Elect Director Beth A. Wozniak | Management | For | For |
| 1j | Elect Director Jacqueline Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 5 | Authorize the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Price Range for Reissuance of Treasury Shares | Management | For | For |
| OPEN TEXT CORPORATION Meeting Date: SEP 15, 2021 Record Date: AUG 06, 2021 Meeting Type: ANNUAL | ||||
| Ticker: OTEX Security ID: 683715106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director P. Thomas Jenkins | Management | For | For |
| 1.2 | Elect Director Mark J. Barrenechea | Management | For | For |
| 1.3 | Elect Director Randy Fowlie | Management | For | For |
| 1.4 | Elect Director David Fraser | Management | For | For |
| 1.5 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.6 | Elect Director Robert (Bob) Hau | Management | For | For |
| 1.7 | Elect Director Ann M. Powell | Management | For | For |
| 1.8 | Elect Director Stephen J. Sadler | Management | For | For |
| 1.9 | Elect Director Harmit Singh | Management | For | For |
| 1.10 | Elect Director Michael Slaunwhite | Management | For | For |
| 1.11 | Elect Director Katharine B. Stevenson | Management | For | For |
| 1.12 | Elect Director Deborah Weinstein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| OSHKOSH CORPORATION Meeting Date: FEB 22, 2022 Record Date: DEC 16, 2021 Meeting Type: ANNUAL | ||||
| Ticker: OSK Security ID: 688239201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith J. Allman | Management | For | For |
| 1.2 | Elect Director Douglas L. Davis | Management | For | For |
| 1.3 | Elect Director Tyrone M. Jordan | Management | For | For |
| 1.4 | Elect Director Kimberley Metcalf-Kupres | Management | For | For |
| 1.5 | Elect Director Stephen D. Newlin | Management | For | For |
| 1.6 | Elect Director Duncan J. Palmer | Management | For | For |
| 1.7 | Elect Director John C. Pfeifer | Management | For | For |
| 1.8 | Elect Director Sandra E. Rowland | Management | For | For |
| 1.9 | Elect Director John S. Shiely | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PACCAR INC Meeting Date: APR 26, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PCAR Security ID: 693718108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark C. Pigott | Management | For | For |
| 1.2 | Elect Director Dame Alison J. Carnwath | Management | For | For |
| 1.3 | Elect Director Franklin L. Feder | Management | For | For |
| 1.4 | Elect Director R. Preston Feight | Management | For | For |
| 1.5 | Elect Director Beth E. Ford | Management | For | For |
| 1.6 | Elect Director Kirk S. Hachigian | Management | For | For |
| 1.7 | Elect Director Roderick C. McGeary | Management | For | For |
| 1.8 | Elect Director John M. Pigott | Management | For | For |
| 1.9 | Elect Director Ganesh Ramaswamy | Management | For | For |
| 1.10 | Elect Director Mark A. Schulz | Management | For | For |
| 1.11 | Elect Director Gregory M. E. Spierkel | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirements | Management | For | For |
| 3 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| PACKAGING CORPORATION OF AMERICA Meeting Date: MAY 17, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PKG Security ID: 695156109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cheryl K. Beebe | Management | For | For |
| 1.2 | Elect Director Duane C. Farrington | Management | For | For |
| 1.3 | Elect Director Donna A. Harman | Management | For | For |
| 1.4 | Elect Director Mark W. Kowlzan | Management | For | For |
| 1.5 | Elect Director Robert C. Lyons | Management | For | For |
| 1.6 | Elect Director Thomas P. Maurer | Management | For | For |
| 1.7 | Elect Director Samuel M. Mencoff | Management | For | For |
| 1.8 | Elect Director Roger B. Porter | Management | For | For |
| 1.9 | Elect Director Thomas S. Souleles | Management | For | For |
| 1.10 | Elect Director Paul T. Stecko | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PINNACLE WEST CAPITAL CORPORATION Meeting Date: MAY 18, 2022 Record Date: MAR 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PNW Security ID: 723484101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glynis A. Bryan | Management | For | For |
| 1.2 | Elect Director Gonzalo A. de la Melena, Jr. | Management | For | For |
| 1.3 | Elect Director Richard P. Fox | Management | For | For |
| 1.4 | Elect Director Jeffrey B. Guldner | Management | For | For |
| 1.5 | Elect Director Dale E. Klein | Management | For | For |
| 1.6 | Elect Director Kathryn L. Munro | Management | For | For |
| 1.7 | Elect Director Bruce J. Nordstrom | Management | For | For |
| 1.8 | Elect Director Paula J. Sims | Management | For | For |
| 1.9 | Elect Director William H. Spence | Management | For | For |
| 1.10 | Elect Director James E. Trevathan, Jr. | Management | For | For |
| 1.11 | Elect Director David P. Wagener | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| POLARIS INC. Meeting Date: APR 28, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PII Security ID: 731068102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Bernd F. Kessler | Management | For | For |
| 1b | Elect Director Lawrence D. Kingsley | Management | For | For |
| 1c | Elect Director Gwynne E. Shotwell | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PROSPERITY BANCSHARES, INC. Meeting Date: APR 19, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PB Security ID: 743606105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George A. Fisk | Management | For | Withhold |
| 1.2 | Elect Director Leah Henderson | Management | For | Withhold |
| 1.3 | Elect Director Ned S. Holmes | Management | For | Withhold |
| 1.4 | Elect Director Jack Lord | Management | For | Withhold |
| 1.5 | Elect Director David Zalman | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QUEST DIAGNOSTICS INCORPORATED Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DGX Security ID: 74834L100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tracey C. Doi | Management | For | For |
| 1.2 | Elect Director Vicky B. Gregg | Management | For | For |
| 1.3 | Elect Director Wright L. Lassiter, III | Management | For | For |
| 1.4 | Elect Director Timothy L. Main | Management | For | For |
| 1.5 | Elect Director Denise M. Morrison | Management | For | For |
| 1.6 | Elect Director Gary M. Pfeiffer | Management | For | For |
| 1.7 | Elect Director Timothy M. Ring | Management | For | For |
| 1.8 | Elect Director Stephen H. Rusckowski | Management | For | For |
| 1.9 | Elect Director Gail R. Wilensky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| REGENCY CENTERS CORPORATION Meeting Date: APR 29, 2022 Record Date: MAR 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: REG Security ID: 758849103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Martin E. Stein, Jr. | Management | For | For |
| 1b | Elect Director Bryce Blair | Management | For | For |
| 1c | Elect Director C. Ronald Blankenship | Management | For | For |
| 1d | Elect Director Deirdre J. Evens | Management | For | For |
| 1e | Elect Director Thomas W. Furphy | Management | For | For |
| 1f | Elect Director Karin M. Klein | Management | For | For |
| 1g | Elect Director Peter D. Linneman | Management | For | For |
| 1h | Elect Director David P. O'Connor | Management | For | For |
| 1i | Elect Director Lisa Palmer | Management | For | For |
| 1j | Elect Director James H. Simmons, III | Management | For | For |
| 1k | Elect Director Thomas G. Wattles | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| REPUBLIC SERVICES, INC. Meeting Date: MAY 16, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RSG Security ID: 760759100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Manuel Kadre | Management | For | For |
| 1b | Elect Director Tomago Collins | Management | For | For |
| 1c | Elect Director Michael A. Duffy | Management | For | For |
| 1d | Elect Director Thomas W. Handley | Management | For | For |
| 1e | Elect Director Jennifer M. Kirk | Management | For | For |
| 1f | Elect Director Michael Larson | Management | For | For |
| 1g | Elect Director Kim S. Pegula | Management | For | For |
| 1h | Elect Director James P. Snee | Management | For | For |
| 1i | Elect Director Brian S. Tyler | Management | For | For |
| 1j | Elect Director Jon Vander Ark | Management | For | For |
| 1k | Elect Director Sandra M. Volpe | Management | For | For |
| 1l | Elect Director Katharine B. Weymouth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Senior Executive Compensation Clawback Policy | Shareholder | Against | For |
| 5 | Report on Third-Party Environmental Justice Audit | Shareholder | Against | For |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | For |
| SODEXO SA Meeting Date: DEC 14, 2021 Record Date: DEC 10, 2021 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: SW Security ID: F84941123 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2 per Share | Management | For | For |
| 4 | Approve Transaction with Bellon SA Re: Service Agreement | Management | For | Against |
| 5 | Reelect Francois-Xavier Bellon as Director | Management | For | Against |
| 6 | Elect Jean-Baptiste Chasseloup de Chatillon as Director | Management | For | For |
| 7 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 8 | Approve Compensation of Sophie Bellon, Chairman of the Board | Management | For | For |
| 9 | Approve Compensation of Denis Machuel, CEO | Management | For | For |
| 10 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1 Million | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 13 | Approve Remuneration Policy of CEO | Management | For | For |
| 14 | Approve Compensation of Denis Machuel, CEO Until 30 September 2021 | Management | For | For |
| 15 | Authorize Repurchase of Up to 5 Percent of Issued Share Capital | Management | For | For |
| 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 85 Million | Management | For | For |
| 18 | Authorize Capitalization of Reserves of Up to EUR 85 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 19 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 20 | Authorize up to 2.5 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | Against |
| 21 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SONOCO PRODUCTS COMPANY Meeting Date: APR 20, 2022 Record Date: FEB 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SON Security ID: 835495102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Howard Coker | Management | For | For |
| 1.2 | Elect Director Pamela L. Davies | Management | For | For |
| 1.3 | Elect Director Theresa J. Drew | Management | For | For |
| 1.4 | Elect Director Philippe Guillemot | Management | For | For |
| 1.5 | Elect Director John R. Haley | Management | For | For |
| 1.6 | Elect Director Robert R. Hill, Jr. | Management | For | For |
| 1.7 | Elect Director Eleni Istavridis | Management | For | For |
| 1.8 | Elect Director Richard G. Kyle | Management | For | For |
| 1.9 | Elect Director Blythe J. McGarvie | Management | For | For |
| 1.10 | Elect Director James M. Micali | Management | For | For |
| 1.11 | Elect Director Sundaram Nagarajan | Management | For | For |
| 1.12 | Elect Director Thomas E. Whiddon | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| SOUTHWEST AIRLINES CO. Meeting Date: MAY 18, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LUV Security ID: 844741108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Biegler | Management | For | For |
| 1b | Elect Director J. Veronica Biggins | Management | For | For |
| 1c | Elect Director Douglas H. Brooks | Management | For | For |
| 1d | Elect Director William H. Cunningham | Management | For | For |
| 1e | Elect Director John G. Denison | Management | For | For |
| 1f | Elect Director Thomas W. Gilligan | Management | For | For |
| 1g | Elect Director David P. Hess | Management | For | For |
| 1h | Elect Director Robert E. Jordan | Management | For | For |
| 1i | Elect Director Gary C. Kelly | Management | For | For |
| 1j | Elect Director Nancy B. Loeffler | Management | For | For |
| 1k | Elect Director John T. Montford | Management | For | For |
| 1l | Elect Director Christopher P. Reynolds | Management | For | For |
| 1m | Elect Director Ron Ricks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Majority Vote Cast to Remove Directors With or Without Cause | Shareholder | Against | Against |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| SPIRE, INC. Meeting Date: JAN 27, 2022 Record Date: NOV 30, 2021 Meeting Type: ANNUAL | ||||
| Ticker: SR Security ID: 84857L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carrie J. Hightman | Management | For | For |
| 1.2 | Elect Director Brenda D. Newberry | Management | For | For |
| 1.3 | Elect Director Suzanne Sitherwood | Management | For | For |
| 1.4 | Elect Director Mary Ann Van Lokeren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| STATE STREET CORPORATION Meeting Date: MAY 18, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: STT Security ID: 857477103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick de Saint-Aignan | Management | For | For |
| 1b | Elect Director Marie A. Chandoha | Management | For | For |
| 1c | Elect Director DonnaLee DeMaio | Management | For | For |
| 1d | Elect Director Amelia C. Fawcett | Management | For | For |
| 1e | Elect Director William C. Freda | Management | For | For |
| 1f | Elect Director Sara Mathew | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Ronald P. O'Hanley | Management | For | For |
| 1i | Elect Director Sean O'Sullivan | Management | For | For |
| 1j | Elect Director Julio A. Portalatin | Management | For | For |
| 1k | Elect Director John B. Rhea | Management | For | For |
| 1l | Elect Director Richard P. Sergel | Management | For | For |
| 1m | Elect Director Gregory L. Summe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Asset Management Policies and Diversified Investors | Shareholder | Against | Against |
| SYSCO CORPORATION Meeting Date: NOV 19, 2021 Record Date: SEP 20, 2021 Meeting Type: ANNUAL | ||||
| Ticker: SYY Security ID: 871829107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director John M. Cassaday | Management | For | For |
| 1c | Elect Director Larry C. Glasscock | Management | For | For |
| 1d | Elect Director Bradley M. Halverson | Management | For | For |
| 1e | Elect Director John M. Hinshaw | Management | For | For |
| 1f | Elect Director Kevin P. Hourican | Management | For | For |
| 1g | Elect Director Hans-Joachim Koerber | Management | For | For |
| 1h | Elect Director Stephanie A. Lundquist | Management | For | For |
| 1i | Elect Director Edward D. Shirley | Management | For | For |
| 1j | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on GHG Emissions Reduction Targets | Shareholder | None | For |
| T. ROWE PRICE GROUP, INC. Meeting Date: MAY 10, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TROW Security ID: 74144T108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glenn R. August | Management | For | For |
| 1b | Elect Director Mark S. Bartlett | Management | For | For |
| 1c | Elect Director Mary K. Bush | Management | For | For |
| 1d | Elect Director Dina Dublon | Management | For | For |
| 1e | Elect Director Freeman A. Hrabowski, III | Management | For | For |
| 1f | Elect Director Robert F. MacLellan | Management | For | For |
| 1g | Elect Director Eileen P. Rominger | Management | For | For |
| 1h | Elect Director Robert W. Sharps | Management | For | For |
| 1i | Elect Director Robert J. Stevens | Management | For | For |
| 1j | Elect Director William J. Stromberg | Management | For | For |
| 1k | Elect Director Richard R. Verma | Management | For | For |
| 1l | Elect Director Sandra S. Wijnberg | Management | For | For |
| 1m | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| THE ALLSTATE CORPORATION Meeting Date: MAY 24, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ALL Security ID: 020002101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald E. Brown | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Richard T. Hume | Management | For | For |
| 1d | Elect Director Margaret M. Keane | Management | For | For |
| 1e | Elect Director Siddharth N. (Bobby) Mehta | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director Andrea Redmond | Management | For | For |
| 1h | Elect Director Gregg M. Sherrill | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Perry M. Traquina | Management | For | For |
| 1k | Elect Director Thomas J. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE BANK OF NEW YORK MELLON CORPORATION Meeting Date: APR 12, 2022 Record Date: FEB 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BK Security ID: 064058100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Z. Cook | Management | For | For |
| 1b | Elect Director Joseph J. Echevarria | Management | For | For |
| 1c | Elect Director Thomas P. 'Todd' Gibbons | Management | For | For |
| 1d | Elect Director M. Amy Gilliland | Management | For | For |
| 1e | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1f | Elect Director K. Guru Gowrappan | Management | For | For |
| 1g | Elect Director Ralph Izzo | Management | For | For |
| 1h | Elect Director Sandra E. 'Sandie' O'Connor | Management | For | For |
| 1i | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1j | Elect Director Frederick O. Terrell | Management | For | For |
| 1k | Elect Director Alfred W. "Al" Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| THE J. M. SMUCKER COMPANY Meeting Date: AUG 18, 2021 Record Date: JUN 21, 2021 Meeting Type: ANNUAL | ||||
| Ticker: SJM Security ID: 832696405 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan E. Chapman-Hughes | Management | For | For |
| 1b | Elect Director Paul J. Dolan | Management | For | For |
| 1c | Elect Director Jay L. Henderson | Management | For | For |
| 1d | Elect Director Kirk L. Perry | Management | For | For |
| 1e | Elect Director Sandra Pianalto | Management | For | For |
| 1f | Elect Director Alex Shumate | Management | For | For |
| 1g | Elect Director Mark T. Smucker | Management | For | For |
| 1h | Elect Director Richard K. Smucker | Management | For | For |
| 1i | Elect Director Timothy P. Smucker | Management | For | For |
| 1j | Elect Director Jodi L. Taylor | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TRUIST FINANCIAL CORPORATION Meeting Date: APR 26, 2022 Record Date: FEB 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TFC Security ID: 89832Q109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer S. Banner | Management | For | For |
| 1b | Elect Director K. David Boyer, Jr. | Management | For | For |
| 1c | Elect Director Agnes Bundy Scanlan | Management | For | For |
| 1d | Elect Director Anna R. Cablik | Management | For | For |
| 1e | Elect Director Dallas S. Clement | Management | For | For |
| 1f | Elect Director Paul D. Donahue | Management | For | For |
| 1g | Elect Director Patrick C. Graney, III | Management | For | For |
| 1h | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1i | Elect Director Kelly S. King | Management | For | For |
| 1j | Elect Director Easter A. Maynard | Management | For | For |
| 1k | Elect Director Donna S. Morea | Management | For | For |
| 1l | Elect Director Charles A. Patton | Management | For | For |
| 1m | Elect Director Nido R. Qubein | Management | For | For |
| 1n | Elect Director David M. Ratcliffe | Management | For | For |
| 1o | Elect Director William H. Rogers, Jr. | Management | For | For |
| 1p | Elect Director Frank P. Scruggs, Jr. | Management | For | For |
| 1q | Elect Director Christine Sears | Management | For | For |
| 1r | Elect Director Thomas E. Skains | Management | For | For |
| 1s | Elect Director Bruce L. Tanner | Management | For | For |
| 1t | Elect Director Thomas N. Thompson | Management | For | For |
| 1u | Elect Director Steven C. Voorhees | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| UNIVERSAL HEALTH SERVICES, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: UHS Security ID: 913903100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Maria R. Singer | Management | For | Withhold |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require a Majority Vote for the Election of Directors | Shareholder | Against | For |
| WESTAMERICA BANCORPORATION Meeting Date: APR 28, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WABC Security ID: 957090103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director E. Joseph Bowler | Management | For | For |
| 1.2 | Elect Director Melanie Martella Chiesa | Management | For | For |
| 1.3 | Elect Director Michele Hassid | Management | For | For |
| 1.4 | Elect Director Catherine Cope MacMillan | Management | For | For |
| 1.5 | Elect Director Ronald A. Nelson | Management | For | For |
| 1.6 | Elect Director David L. Payne | Management | For | For |
| 1.7 | Elect Director Edward B. Sylvester | Management | For | For |
| 1.8 | Elect Director Inez Wondeh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| WEYERHAEUSER COMPANY Meeting Date: MAY 13, 2022 Record Date: MAR 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WY Security ID: 962166104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Emmert | Management | For | For |
| 1b | Elect Director Rick R. Holley | Management | For | For |
| 1c | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1d | Elect Director Deidra C. Merriwether | Management | For | For |
| 1e | Elect Director Al Monaco | Management | For | For |
| 1f | Elect Director Nicole W. Piasecki | Management | For | For |
| 1g | Elect Director Lawrence A. Selzer | Management | For | For |
| 1h | Elect Director Devin W. Stockfish | Management | For | For |
| 1i | Elect Director Kim Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| XCEL ENERGY INC. Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: XEL Security ID: 98389B100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lynn Casey | Management | For | For |
| 1b | Elect Director Bob Frenzel | Management | For | For |
| 1c | Elect Director Netha Johnson | Management | For | For |
| 1d | Elect Director Patricia Kampling | Management | For | For |
| 1e | Elect Director George Kehl | Management | For | For |
| 1f | Elect Director Richard O'Brien | Management | For | For |
| 1g | Elect Director Charles Pardee | Management | For | For |
| 1h | Elect Director Christopher Policinski | Management | For | For |
| 1i | Elect Director James Prokopanko | Management | For | For |
| 1j | Elect Director Kim Williams | Management | For | For |
| 1k | Elect Director Daniel Yohannes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ZIMMER BIOMET HOLDINGS, INC. Meeting Date: MAY 13, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ZBH Security ID: 98956P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher B. Begley | Management | For | For |
| 1b | Elect Director Betsy J. Bernard | Management | For | For |
| 1c | Elect Director Michael J. Farrell | Management | For | For |
| 1d | Elect Director Robert A. Hagemann | Management | For | For |
| 1e | Elect Director Bryan C. Hanson | Management | For | For |
| 1f | Elect Director Arthur J. Higgins | Management | For | For |
| 1g | Elect Director Maria Teresa (Tessa) Hilado | Management | For | For |
| 1h | Elect Director Syed Jafry | Management | For | For |
| 1i | Elect Director Sreelakshmi Kolli | Management | For | For |
| 1j | Elect Director Michael W. Michelson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
Real Estate
| AMERICAN HOMES 4 RENT Meeting Date: MAY 03, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMH Security ID: 02665T306 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth M. Woolley | Management | For | For |
| 1b | Elect Director David P. Singelyn | Management | For | For |
| 1c | Elect Director Douglas N. Benham | Management | For | For |
| 1d | Elect Director Jack Corrigan | Management | For | For |
| 1e | Elect Director David Goldberg | Management | For | For |
| 1f | Elect Director Tamara H. Gustavson | Management | For | For |
| 1g | Elect Director Matthew J. Hart | Management | For | For |
| 1h | Elect Director Michelle C. Kerrick | Management | For | For |
| 1i | Elect Director James H. Kropp | Management | For | For |
| 1j | Elect Director Lynn C. Swann | Management | For | For |
| 1k | Elect Director Winifred M. Webb | Management | For | For |
| 1l | Elect Director Jay Willoughby | Management | For | For |
| 1m | Elect Director Matthew R. Zaist | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERICAN TOWER CORPORATION Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMT Security ID: 03027X100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D.A. Reeve | Management | For | For |
| 1k | Elect Director David E. Sharbutt | Management | For | For |
| 1l | Elect Director Bruce L. Tanner | Management | For | For |
| 1m | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AVALONBAY COMMUNITIES, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AVB Security ID: 053484101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glyn F. Aeppel | Management | For | For |
| 1b | Elect Director Terry S. Brown | Management | For | For |
| 1c | Elect Director Alan B. Buckelew | Management | For | For |
| 1d | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1e | Elect Director Stephen P. Hills | Management | For | For |
| 1f | Elect Director Christopher B. Howard | Management | For | For |
| 1g | Elect Director Richard J. Lieb | Management | For | For |
| 1h | Elect Director Nnenna Lynch | Management | For | For |
| 1i | Elect Director Timothy J. Naughton | Management | For | For |
| 1j | Elect Director Benjamin W. Schall | Management | For | For |
| 1k | Elect Director Susan Swanezy | Management | For | For |
| 1l | Elect Director W. Edward Walter | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BOSTON PROPERTIES, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BXP Security ID: 101121101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel I. Klein | Management | For | For |
| 1b | Elect Director Kelly A. Ayotte | Management | For | For |
| 1c | Elect Director Bruce W. Duncan | Management | For | For |
| 1d | Elect Director Carol B. Einiger | Management | For | For |
| 1e | Elect Director Diane J. Hoskins | Management | For | For |
| 1f | Elect Director Mary E. Kipp | Management | For | For |
| 1g | Elect Director Douglas T. Linde | Management | For | For |
| 1h | Elect Director Matthew J. Lustig | Management | For | For |
| 1i | Elect Director Owen D. Thomas | Management | For | For |
| 1j | Elect Director David A. Twardock | Management | For | For |
| 1k | Elect Director William H. Walton, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Remuneration of Non-Employee Directors | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BRIXMOR PROPERTY GROUP INC. Meeting Date: APR 27, 2022 Record Date: FEB 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BRX Security ID: 11120U105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James M. Taylor, Jr. | Management | For | For |
| 1.2 | Elect Director John G. Schreiber | Management | For | For |
| 1.3 | Elect Director Michael Berman | Management | For | For |
| 1.4 | Elect Director Julie Bowerman | Management | For | For |
| 1.5 | Elect Director Sheryl M. Crosland | Management | For | For |
| 1.6 | Elect Director Thomas W. Dickson | Management | For | For |
| 1.7 | Elect Director Daniel B. Hurwitz | Management | For | For |
| 1.8 | Elect Director Sandra A. J. Lawrence | Management | For | For |
| 1.9 | Elect Director William D. Rahm | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| CAMDEN PROPERTY TRUST Meeting Date: MAY 12, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CPT Security ID: 133131102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Richard J. Campo | Management | For | For |
| 1.2 | Elect Director Javier E. Benito | Management | For | For |
| 1.3 | Elect Director Heather J. Brunner | Management | For | For |
| 1.4 | Elect Director Mark D. Gibson | Management | For | For |
| 1.5 | Elect Director Scott S. Ingraham | Management | For | For |
| 1.6 | Elect Director Renu Khator | Management | For | For |
| 1.7 | Elect Director D. Keith Oden | Management | For | For |
| 1.8 | Elect Director Frances Aldrich Sevilla-Sacasa | Management | For | For |
| 1.9 | Elect Director Steven A. Webster | Management | For | For |
| 1.10 | Elect Director Kelvin R. Westbrook | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CROWN CASTLE INTERNATIONAL CORP. Meeting Date: MAY 19, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CCI Security ID: 22822V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director P. Robert Bartolo | Management | For | For |
| 1b | Elect Director Jay A. Brown | Management | For | For |
| 1c | Elect Director Cindy Christy | Management | For | For |
| 1d | Elect Director Ari Q. Fitzgerald | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Tammy K. Jones | Management | For | For |
| 1g | Elect Director Anthony J. Melone | Management | For | For |
| 1h | Elect Director W. Benjamin Moreland | Management | For | For |
| 1i | Elect Director Kevin A. Stephens | Management | For | For |
| 1j | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| DIGITAL REALTY TRUST, INC. Meeting Date: JUN 03, 2022 Record Date: APR 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DLR Security ID: 253868103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Laurence A. Chapman | Management | For | Against |
| 1b | Elect Director Alexis Black Bjorlin | Management | For | For |
| 1c | Elect Director VeraLinn "Dash" Jamieson | Management | For | Against |
| 1d | Elect Director Kevin J. Kennedy | Management | For | For |
| 1e | Elect Director William G. LaPerch | Management | For | Against |
| 1f | Elect Director Jean F.H.P. Mandeville | Management | For | For |
| 1g | Elect Director Afshin Mohebbi | Management | For | For |
| 1h | Elect Director Mark R. Patterson | Management | For | Against |
| 1i | Elect Director Mary Hogan Preusse | Management | For | Against |
| 1j | Elect Director Dennis E. Singleton | Management | For | For |
| 1k | Elect Director A. William Stein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Risks Associated with Use of Concealment Clauses | Shareholder | Against | For |
| EQUINIX, INC. Meeting Date: MAY 25, 2022 Record Date: APR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EQIX Security ID: 29444U700 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nanci Caldwell | Management | For | For |
| 1.2 | Elect Director Adaire Fox-Martin | Management | For | For |
| 1.3 | Elect Director Ron Guerrier | Management | For | For |
| 1.4 | Elect Director Gary Hromadko | Management | For | For |
| 1.5 | Elect Director Irving Lyons, III | Management | For | For |
| 1.6 | Elect Director Charles Meyers | Management | For | For |
| 1.7 | Elect Director Christopher Paisley | Management | For | For |
| 1.8 | Elect Director Sandra Rivera | Management | For | For |
| 1.9 | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| ESSENTIAL PROPERTIES REALTY TRUST, INC. Meeting Date: MAY 16, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EPRT Security ID: 29670E107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul T. Bossidy | Management | For | For |
| 1.2 | Elect Director Joyce DeLucca | Management | For | For |
| 1.3 | Elect Director Scott A. Estes | Management | For | For |
| 1.4 | Elect Director Peter M. Mavoides | Management | For | For |
| 1.5 | Elect Director Lawrence J. Minich | Management | For | For |
| 1.6 | Elect Director Heather L. Neary | Management | For | For |
| 1.7 | Elect Director Stephen D. Sautel | Management | For | For |
| 1.8 | Elect Director Janaki Sivanesan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| ESSEX PROPERTY TRUST, INC. Meeting Date: MAY 10, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ESS Security ID: 297178105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith R. Guericke | Management | For | For |
| 1.2 | Elect Director Maria R. Hawthorne | Management | For | For |
| 1.3 | Elect Director Amal M. Johnson | Management | For | For |
| 1.4 | Elect Director Mary Kasaris | Management | For | For |
| 1.5 | Elect Director Irving F. Lyons, III | Management | For | For |
| 1.6 | Elect Director George M. Marcus | Management | For | For |
| 1.7 | Elect Director Thomas E. Robinson | Management | For | For |
| 1.8 | Elect Director Michael J. Schall | Management | For | For |
| 1.9 | Elect Director Byron A. Scordelis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HOST HOTELS & RESORTS, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HST Security ID: 44107P104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mary L. Baglivo | Management | For | For |
| 1.2 | Elect Director Herman E. Bulls | Management | For | For |
| 1.3 | Elect Director Richard E. Marriott | Management | For | For |
| 1.4 | Elect Director Mary Hogan Preusse | Management | For | For |
| 1.5 | Elect Director Walter C. Rakowich | Management | For | For |
| 1.6 | Elect Director James F. Risoleo | Management | For | For |
| 1.7 | Elect Director Gordon H. Smith | Management | For | For |
| 1.8 | Elect Director A. William Stein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INNOVATIVE INDUSTRIAL PROPERTIES, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: IIPR Security ID: 45781V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan Gold | Management | For | For |
| 1.2 | Elect Director Gary Kreitzer | Management | For | For |
| 1.3 | Elect Director Mary Curran | Management | For | For |
| 1.4 | Elect Director Scott Shoemaker | Management | For | For |
| 1.5 | Elect Director Paul Smithers | Management | For | For |
| 1.6 | Elect Director David Stecher | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INVITATION HOMES, INC. Meeting Date: MAY 17, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: INVH Security ID: 46187W107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael D. Fascitelli | Management | For | For |
| 1.2 | Elect Director Dallas B. Tanner | Management | For | For |
| 1.3 | Elect Director Jana Cohen Barbe | Management | For | For |
| 1.4 | Elect Director Richard D. Bronson | Management | For | For |
| 1.5 | Elect Director Jeffrey E. Kelter | Management | For | For |
| 1.6 | Elect Director Joseph D. Margolis | Management | For | For |
| 1.7 | Elect Director John B. Rhea | Management | For | For |
| 1.8 | Elect Director J. Heidi Roizen | Management | For | For |
| 1.9 | Elect Director Janice L. Sears | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| IRON MOUNTAIN INCORPORATED Meeting Date: MAY 10, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: IRM Security ID: 46284V101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer Allerton | Management | For | For |
| 1b | Elect Director Pamela M. Arway | Management | For | For |
| 1c | Elect Director Clarke H. Bailey | Management | For | For |
| 1d | Elect Director Kent P. Dauten | Management | For | For |
| 1e | Elect Director Monte Ford | Management | For | For |
| 1f | Elect Director Robin L. Matlock | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Wendy J. Murdock | Management | For | For |
| 1i | Elect Director Walter C. Rakowich | Management | For | For |
| 1j | Elect Director Doyle R. Simons | Management | For | For |
| 1k | Elect Director Alfred J. Verrecchia | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KILROY REALTY CORPORATION Meeting Date: MAY 19, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KRC Security ID: 49427F108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John Kilroy | Management | For | For |
| 1b | Elect Director Edward F. Brennan | Management | For | For |
| 1c | Elect Director Jolie Hunt | Management | For | For |
| 1d | Elect Director Scott S. Ingraham | Management | For | For |
| 1e | Elect Director Louisa G. Ritter | Management | For | For |
| 1f | Elect Director Gary R. Stevenson | Management | For | For |
| 1g | Elect Director Peter B. Stoneberg | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KIMCO REALTY CORPORATION Meeting Date: AUG 03, 2021 Record Date: JUN 21, 2021 Meeting Type: SPECIAL | ||||
| Ticker: KIM Security ID: 49446R109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| KIMCO REALTY CORPORATION Meeting Date: APR 26, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KIM Security ID: 49446R109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Milton Cooper | Management | For | For |
| 1b | Elect Director Philip E. Coviello | Management | For | For |
| 1c | Elect Director Conor C. Flynn | Management | For | For |
| 1d | Elect Director Frank Lourenso | Management | For | For |
| 1e | Elect Director Henry Moniz | Management | For | For |
| 1f | Elect Director Mary Hogan Preusse | Management | For | For |
| 1g | Elect Director Valerie Richardson | Management | For | For |
| 1h | Elect Director Richard B. Saltzman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Pricewaterhouse Coopers LLP as Auditors | Management | For | For |
| KITE REALTY GROUP TRUST Meeting Date: MAY 11, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KRG Security ID: 49803T300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John A. Kite | Management | For | For |
| 1b | Elect Director William E. Bindley | Management | For | For |
| 1c | Elect Director Bonnie S. Biumi | Management | For | For |
| 1d | Elect Director Derrick Burks | Management | For | For |
| 1e | Elect Director Victor J. Coleman | Management | For | For |
| 1f | Elect Director Gerald M. Gorski | Management | For | For |
| 1g | Elect Director Steven P. Grimes | Management | For | Against |
| 1h | Elect Director Christie B. Kelly | Management | For | For |
| 1i | Elect Director Peter L. Lynch | Management | For | For |
| 1j | Elect Director David R. O'Reilly | Management | For | For |
| 1k | Elect Director Barton R. Peterson | Management | For | For |
| 1l | Elect Director Charles H. Wurtzebach | Management | For | For |
| 1m | Elect Director Caroline L. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| LIFE STORAGE, INC. Meeting Date: MAY 26, 2022 Record Date: MAR 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LSI Security ID: 53223X107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark G. Barberio | Management | For | For |
| 1.2 | Elect Director Joseph V. Saffire | Management | For | For |
| 1.3 | Elect Director Stephen R. Rusmisel | Management | For | For |
| 1.4 | Elect Director Arthur L. Havener, Jr. | Management | For | For |
| 1.5 | Elect Director Dana Hamilton | Management | For | For |
| 1.6 | Elect Director Edward J. Pettinella | Management | For | For |
| 1.7 | Elect Director David L. Rogers | Management | For | For |
| 1.8 | Elect Director Susan Harnett | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| POTLATCHDELTIC CORPORATION Meeting Date: MAY 02, 2022 Record Date: MAR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PCH Security ID: 737630103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anne L. Alonzo | Management | For | For |
| 1b | Elect Director Michael J. Covey | Management | For | For |
| 1c | Elect Director R. Hunter Pierson, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Restricted Stock Plan | Management | For | Against |
| PROLOGIS, INC. Meeting Date: MAY 04, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PLD Security ID: 74340W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Hamid R. Moghadam | Management | For | For |
| 1b | Elect Director Cristina G. Bita | Management | For | For |
| 1c | Elect Director George L. Fotiades | Management | For | For |
| 1d | Elect Director Lydia H. Kennard | Management | For | For |
| 1e | Elect Director Irving F. Lyons, III | Management | For | For |
| 1f | Elect Director Avid Modjtabai | Management | For | For |
| 1g | Elect Director David P. O'Connor | Management | For | For |
| 1h | Elect Director Olivier Piani | Management | For | For |
| 1i | Elect Director Jeffrey L. Skelton | Management | For | For |
| 1j | Elect Director Carl B. Webb | Management | For | For |
| 1k | Elect Director William D. Zollars | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| PUBLIC STORAGE Meeting Date: APR 28, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PSA Security ID: 74460D109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald L. Havner, Jr. | Management | For | For |
| 1b | Elect Director Tamara Hughes Gustavson | Management | For | For |
| 1c | Elect Director Leslie S. Heisz | Management | For | For |
| 1d | Elect Director Michelle Millstone-Shroff | Management | For | For |
| 1e | Elect Director Shankh S. Mitra | Management | For | For |
| 1f | Elect Director David J. Neithercut | Management | For | For |
| 1g | Elect Director Rebecca Owen | Management | For | For |
| 1h | Elect Director Kristy M. Pipes | Management | For | For |
| 1i | Elect Director Avedick B. Poladian | Management | For | For |
| 1j | Elect Director John Reyes | Management | For | For |
| 1k | Elect Director Joseph D. Russell, Jr. | Management | For | For |
| 1l | Elect Director Tariq M. Shaukat | Management | For | For |
| 1m | Elect Director Ronald P. Spogli | Management | For | For |
| 1n | Elect Director Paul S. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Eliminate Supermajority Voting Requirements to Amend the Declaration of Trust | Management | For | For |
| REALTY INCOME CORPORATION Meeting Date: AUG 12, 2021 Record Date: JUL 08, 2021 Meeting Type: SPECIAL | ||||
| Ticker: O Security ID: 756109104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| REXFORD INDUSTRIAL REALTY, INC. Meeting Date: JUN 13, 2022 Record Date: APR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: REXR Security ID: 76169C100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert L. Antin | Management | For | For |
| 1.2 | Elect Director Michael S. Frankel | Management | For | For |
| 1.3 | Elect Director Diana J. Ingram | Management | For | For |
| 1.4 | Elect Director Angela L. Kleiman | Management | For | For |
| 1.5 | Elect Director Debra L. Morris | Management | For | For |
| 1.6 | Elect Director Tyler H. Rose | Management | For | For |
| 1.7 | Elect Director Howard Schwimmer | Management | For | For |
| 1.8 | Elect Director Richard Ziman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| RYMAN HOSPITALITY PROPERTIES, INC. Meeting Date: MAY 12, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RHP Security ID: 78377T107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rachna Bhasin | Management | For | For |
| 1b | Elect Director Alvin Bowles, Jr. | Management | For | For |
| 1c | Elect Director Christian Brickman | Management | For | For |
| 1d | Elect Director Mark Fioravanti | Management | For | For |
| 1e | Elect Director Fazal Merchant | Management | For | For |
| 1f | Elect Director Patrick Moore | Management | For | For |
| 1g | Elect Director Christine Pantoya | Management | For | For |
| 1h | Elect Director Robert Prather, Jr. | Management | For | For |
| 1i | Elect Director Colin Reed | Management | For | For |
| 1j | Elect Director Michael I. Roth | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SBA COMMUNICATIONS CORPORATION Meeting Date: MAY 12, 2022 Record Date: MAR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SBAC Security ID: 78410G104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin L. Beebe | Management | For | For |
| 1.2 | Elect Director Jack Langer | Management | For | For |
| 1.3 | Elect Director Jeffrey A. Stoops | Management | For | For |
| 1.4 | Elect Director Jay L. Johnson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SPIRIT REALTY CAPITAL, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SRC Security ID: 84860W300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kevin M. Charlton | Management | For | For |
| 1.2 | Elect Director Elizabeth F. Frank | Management | For | For |
| 1.3 | Elect Director Michelle M. Frymire | Management | For | For |
| 1.4 | Elect Director Kristian M. Gathright | Management | For | For |
| 1.5 | Elect Director Richard I. Gilchrist | Management | For | For |
| 1.6 | Elect Director Jackson Hsieh | Management | For | For |
| 1.7 | Elect Director Diana M. Laing | Management | For | For |
| 1.8 | Elect Director Nicholas P. Shepherd | Management | For | For |
| 1.9 | Elect Director Thomas J. Sullivan | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SWITCH, INC. Meeting Date: JUN 10, 2022 Record Date: APR 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SWCH Security ID: 87105L104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rob Roy | Management | For | For |
| 1.2 | Elect Director Angela Archon | Management | For | For |
| 1.3 | Elect Director Jason Genrich | Management | For | For |
| 1.4 | Elect Director Liane Pelletier | Management | For | For |
| 1.5 | Elect Director Zareh Sarrafian | Management | For | For |
| 1.6 | Elect Director Kim Sheehy | Management | For | For |
| 1.7 | Elect Director Donald D. Snyder | Management | For | For |
| 1.8 | Elect Director Tom Thomas | Management | For | For |
| 1.9 | Elect Director Bryan Wolf | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Securities Transfer Restrictions | Management | For | For |
| 5 | Change State of Incorporation to Maryland | Management | For | For |
| UDR, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: UDR Security ID: 902653104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Katherine A. Cattanach | Management | For | For |
| 1b | Elect Director Jon A. Grove | Management | For | For |
| 1c | Elect Director Mary Ann King | Management | For | For |
| 1d | Elect Director James D. Klingbeil | Management | For | For |
| 1e | Elect Director Clint D. McDonnough | Management | For | For |
| 1f | Elect Director Robert A. McNamara | Management | For | For |
| 1g | Elect Director Diane M. Morefield | Management | For | For |
| 1h | Elect Director Kevin C. Nickelberry | Management | For | For |
| 1i | Elect Director Mark R. Patterson | Management | For | For |
| 1j | Elect Director Thomas W. Toomey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VENTAS INC. Meeting Date: APR 27, 2022 Record Date: MAR 21, 2022 Meeting Type: PROXY CONTEST | ||||
| Ticker: VTR Security ID: 92276F100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (White Proxy Card) | ||||
| 1.1 | Elect Director Melody C. Barnes | Management | For | For |
| 1.2 | Elect Director Debra A. Cafaro | Management | For | For |
| 1.3 | Elect Director Michael J. Embler | Management | For | For |
| 1.4 | Elect Director Matthew J. Lustig | Management | For | For |
| 1.5 | Elect Director Roxanne M. Martino | Management | For | For |
| 1.6 | Elect Director Marguerite M. Nader | Management | For | For |
| 1.7 | Elect Director Sean P. Nolan | Management | For | For |
| 1.8 | Elect Director Walter C. Rakowich | Management | For | For |
| 1.9 | Elect Director Robert D. Reed | Management | For | For |
| 1.10 | Elect Director James D. Shelton | Management | For | For |
| 1.11 | Elect Director Maurice S. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (Blue Proxy Card) | ||||
| 1.1 | Elect Director Jonathan Litt | Shareholder | For | Did Not Vote |
| 1.2 | Management Nominee Melody C. Barnes | Shareholder | For | Did Not Vote |
| 1.3 | Management Nominee Debra A. Cafaro | Shareholder | For | Did Not Vote |
| 1.4 | Management Nominee Michael J. Embler | Shareholder | For | Did Not Vote |
| 1.5 | Management Nominee Matthew J. Lustig | Shareholder | For | Did Not Vote |
| 1.6 | Management Nominee Roxanne M. Martino | Shareholder | For | Did Not Vote |
| 1.7 | Management Nominee Marguerite M. Nader | Shareholder | For | Did Not Vote |
| 1.8 | Management Nominee Sean P. Nolan | Shareholder | For | Did Not Vote |
| 1.9 | Management Nominee Walter C. Rakowich | Shareholder | For | Did Not Vote |
| 1.10 | Management Nominee Robert D. Reed | Shareholder | For | Did Not Vote |
| 1.11 | Management Nominee Maurice S. Smith | Shareholder | For | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | None | Did Not Vote |
| 3 | Approve Omnibus Stock Plan | Management | None | Did Not Vote |
| 4 | Ratify KPMG LLP as Auditors | Management | None | Did Not Vote |
| VICI PROPERTIES INC. Meeting Date: OCT 29, 2021 Record Date: SEP 21, 2021 Meeting Type: SPECIAL | ||||
| Ticker: VICI Security ID: 925652109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| VICI PROPERTIES INC. Meeting Date: APR 27, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VICI Security ID: 925652109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WELLTOWER INC. Meeting Date: MAY 23, 2022 Record Date: APR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WELL Security ID: 95040Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kenneth J. Bacon | Management | For | For |
| 1b | Elect Director Karen B. DeSalvo | Management | For | For |
| 1c | Elect Director Philip L. Hawkins | Management | For | For |
| 1d | Elect Director Dennis G. Lopez | Management | For | For |
| 1e | Elect Director Shankh Mitra | Management | For | For |
| 1f | Elect Director Ade J. Patton | Management | For | For |
| 1g | Elect Director Diana W. Reid | Management | For | For |
| 1h | Elect Director Sergio D. Rivera | Management | For | For |
| 1i | Elect Director Johnese M. Spisso | Management | For | For |
| 1j | Elect Director Kathryn M. Sullivan | Management | For | For |
| 2 | Amend Certificate of Incorporation of Welltower OP Inc. to Remove Welltower Inc. Shareholder Approval for the Amendments of Welltower OP Inc. Certificate of Incorporation and Other Extraordinary Transactions | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| WEST FRASER TIMBER CO. LTD. Meeting Date: APR 20, 2022 Record Date: MAR 02, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: WFG Security ID: 952845105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Eleven | Management | For | For |
| 2.1 | Elect Director Henry H. (Hank) Ketcham | Management | For | For |
| 2.2 | Elect Director Reid E. Carter | Management | For | For |
| 2.3 | Elect Director Raymond Ferris | Management | For | For |
| 2.4 | Elect Director John N. Floren | Management | For | For |
| 2.5 | Elect Director Ellis Ketcham Johnson | Management | For | For |
| 2.6 | Elect Director Brian G. Kenning | Management | For | For |
| 2.7 | Elect Director Marian Lawson | Management | For | For |
| 2.8 | Elect Director Colleen M. McMorrow | Management | For | For |
| 2.9 | Elect Director Robert L. Phillips | Management | For | For |
| 2.10 | Elect Director Janice G. Rennie | Management | For | For |
| 2.11 | Elect Director Gillian D. Winckler | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Amend Articles Re: Increase in Quorum Requirements and Additional Delivery Methods for Notices | Management | For | For |
| 5 | Approve U.S. Employee Stock Purchase Plan | Management | For | For |
| 6 | Advisory Vote on Executive Compensation Approach | Management | For | For |
Small Cap Dividend
| AMERISAFE, INC. Meeting Date: JUN 10, 2022 Record Date: APR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMSF Security ID: 03071H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Teri G. Fontenot | Management | For | For |
| 1.2 | Elect Director Billy B. Greer | Management | For | For |
| 1.3 | Elect Director Jared A. Morris | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | Against |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| CADRE HOLDINGS, INC. Meeting Date: JUN 02, 2022 Record Date: APR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CDRE Security ID: 12763L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren B. Kanders | Management | For | For |
| 1.2 | Elect Director Nicholas Sokolow | Management | For | Withhold |
| 1.3 | Elect Director William Quigley | Management | For | For |
| 1.4 | Elect Director Hamish Norton | Management | For | Withhold |
| 1.5 | Elect Director Deborah A. DeCotis | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| FINANCIAL INSTITUTIONS, INC. Meeting Date: JUN 14, 2022 Record Date: APR 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FISI Security ID: 317585404 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Martin K. Birmingham | Management | For | For |
| 1.2 | Elect Director Samuel M. Gullo | Management | For | For |
| 1.3 | Elect Director Kim E. VanGelder | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify RSM US LLP as Auditors | Management | For | For |
| FOUR CORNERS PROPERTY TRUST, INC. Meeting Date: JUN 10, 2022 Record Date: APR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FCPT Security ID: 35086T109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William H. Lenehan | Management | For | For |
| 1b | Elect Director John S. Moody | Management | For | For |
| 1c | Elect Director Douglas B. Hansen | Management | For | For |
| 1d | Elect Director Eric S. Hirschhorn | Management | For | For |
| 1e | Elect Director Charles L. Jemley | Management | For | For |
| 1f | Elect Director Marran H. Ogilvie | Management | For | Against |
| 1g | Elect Director Toni Steele | Management | For | For |
| 1h | Elect Director Liz Tennican | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| IMI PLC Meeting Date: MAY 05, 2022 Record Date: MAY 03, 2022 Meeting Type: ANNUAL | ||||
| Ticker: IMI Security ID: G47152114 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Re-elect Lord Smith of Kelvin as Director | Management | For | For |
| 5 | Re-elect Thomas Thune Andersen as Director | Management | For | For |
| 6 | Re-elect Caroline Dowling as Director | Management | For | For |
| 7 | Re-elect Katie Jackson as Director | Management | For | For |
| 8 | Re-elect Ajai Puri as Director | Management | For | For |
| 9 | Re-elect Isobel Sharp as Director | Management | For | For |
| 10 | Re-elect Daniel Shook as Director | Management | For | For |
| 11 | Re-elect Roy Twite as Director | Management | For | For |
| 12 | Approve Increase in the Maximum Aggregate Fees Payable to Directors | Management | For | For |
| 13 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Approve US Stock Purchase Plan | Management | For | For |
| A | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| B | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| C | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| D | Authorise the Company to Call General Meeting with 14 Working Days' Notice | Management | For | For |
| LTC PROPERTIES, INC. Meeting Date: MAY 25, 2022 Record Date: APR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LTC Security ID: 502175102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cornelia Cheng | Management | For | For |
| 1b | Elect Director Boyd W. Hendrickson | Management | For | For |
| 1c | Elect Director James J. Pieczynski | Management | For | For |
| 1d | Elect Director Devra G. Shapiro | Management | For | For |
| 1e | Elect Director Wendy L. Simpson | Management | For | For |
| 1f | Elect Director Timothy J. Triche | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| LUXFER HOLDINGS PLC Meeting Date: JUN 08, 2022 Record Date: APR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LXFR Security ID: G5698W116 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Andy Butcher as Director | Management | For | For |
| 2 | Elect Patrick Mullen as Director | Management | For | For |
| 3 | Re-elect Clive Snowdon as Director | Management | For | For |
| 4 | Re-elect Richard Hipple as Director | Management | For | For |
| 5 | Re-elect Lisa Trimberger as Director | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 9 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 10 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 11 | Amend Omnibus Stock Plan | Management | For | Against |
| 12 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | Against |
| 13 | Approve Cancellation of Deferred Shares | Management | For | For |
| 14 | Amend Articles of Association | Management | For | For |
| NEENAH, INC. Meeting Date: JUN 29, 2022 Record Date: MAY 20, 2022 Meeting Type: SPECIAL | ||||
| Ticker: NP Security ID: 640079109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | Against |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
| NORTHWEST NATURAL HOLDING COMPANY Meeting Date: MAY 23, 2022 Record Date: APR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NWN Security ID: 66765N105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sandra McDonough | Management | For | For |
| 1.2 | Elect Director Jane L. Peverett | Management | For | For |
| 1.3 | Elect Director Kenneth Thrasher | Management | For | For |
| 1.4 | Elect Director Charles A. Wilhoite | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PATRIA INVESTMENTS LIMITED Meeting Date: JUN 29, 2022 Record Date: JUN 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PAX Security ID: G69451105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Elect Jennifer Anne Collins and Glen George Wigney as Directors | Management | For | For |
| PUBLIC POLICY HOLDING COMPANY, INC. Meeting Date: JUN 01, 2022 Record Date: MAY 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PPHC Security ID: 744430109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Appoint Crowe U.K. LLP as Auditors and Authorise Their Remuneration | Management | For | Against |
| 3 | Elect Stewart Hall as Director | Management | For | For |
| 4 | Elect Kimberly White as Director | Management | For | For |
| SCULPTOR CAPITAL MANAGEMENT, INC. Meeting Date: JUN 22, 2022 Record Date: APR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SCU Security ID: 811246107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director David Bonanno | Management | For | Withhold |
| 2 | Approve Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
Small Cap Value
| A-MARK PRECIOUS METALS, INC. Meeting Date: OCT 28, 2021 Record Date: SEP 03, 2021 Meeting Type: ANNUAL | ||||
| Ticker: AMRK Security ID: 00181T107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey D. Benjamin | Management | For | For |
| 1.2 | Elect Director Ellis Landau | Management | For | For |
| 1.3 | Elect Director Beverley Lepine | Management | For | For |
| 1.4 | Elect Director John (Jay) U. Moorhead | Management | For | For |
| 1.5 | Elect Director Jess M. Ravich | Management | For | For |
| 1.6 | Elect Director Gregory N. Roberts | Management | For | For |
| 1.7 | Elect Director Monique Sanchez | Management | For | For |
| 1.8 | Elect Director Kendall Saville | Management | For | For |
| 1.9 | Elect Director Michael R. Wittmeyer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| ACCEL ENTERTAINMENT, INC. Meeting Date: MAY 05, 2022 Record Date: MAR 15, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ACEL Security ID: 00436Q106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eden Godsoe | Management | For | Withhold |
| 1.2 | Elect Director Kathleen Philips | Management | For | Withhold |
| 1.3 | Elect Director Kenneth B. Rotman | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| ADVANCED ENERGY INDUSTRIES, INC. Meeting Date: MAY 09, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AEIS Security ID: 007973100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Grant H. Beard | Management | For | For |
| 1.2 | Elect Director Frederick A. Ball | Management | For | For |
| 1.3 | Elect Director Anne T. DelSanto | Management | For | For |
| 1.4 | Elect Director Tina M. Donikowski | Management | For | For |
| 1.5 | Elect Director Ronald C. Foster | Management | For | For |
| 1.6 | Elect Director Edward C. Grady | Management | For | For |
| 1.7 | Elect Director Stephen D. Kelley | Management | For | For |
| 1.8 | Elect Director Lanesha T. Minnix | Management | For | For |
| 1.9 | Elect Director David W. Reed | Management | For | For |
| 1.10 | Elect Director John A. Roush | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALBANY INTERNATIONAL CORP. Meeting Date: MAY 20, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AIN Security ID: 012348108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Erland E. Kailbourne | Management | For | For |
| 1.2 | Elect Director John R. Scannell | Management | For | For |
| 1.3 | Elect Director Katharine L. Plourde | Management | For | For |
| 1.4 | Elect Director A. William Higgins | Management | For | For |
| 1.5 | Elect Director Kenneth W. Krueger | Management | For | For |
| 1.6 | Elect Director Mark J. Murphy | Management | For | For |
| 1.7 | Elect Director J. Michael McQuade | Management | For | For |
| 1.8 | Elect Director Christina M. Alvord | Management | For | For |
| 1.9 | Elect Director Russell E. Toney | Management | For | For |
| 2 | Approve Non-Employee Director Stock Awards in Lieu of Cash | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMERIS BANCORP Meeting Date: JUN 09, 2022 Record Date: MAR 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ABCB Security ID: 03076K108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William I. Bowen, Jr. | Management | For | For |
| 1.2 | Elect Director Rodney D. Bullard | Management | For | For |
| 1.3 | Elect Director Wm. Millard Choate | Management | For | For |
| 1.4 | Elect Director R. Dale Ezzell | Management | For | For |
| 1.5 | Elect Director Leo J. Hill | Management | For | For |
| 1.6 | Elect Director Daniel B. Jeter | Management | For | For |
| 1.7 | Elect Director Robert P. Lynch | Management | For | For |
| 1.8 | Elect Director Elizabeth A. McCague | Management | For | For |
| 1.9 | Elect Director James B. Miller, Jr. | Management | For | For |
| 1.10 | Elect Director Gloria A. O'Neal | Management | For | For |
| 1.11 | Elect Director H. Palmer Proctor, Jr. | Management | For | For |
| 1.12 | Elect Director William H. Stern | Management | For | For |
| 1.13 | Elect Director Jimmy D. Veal | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AMN HEALTHCARE SERVICES, INC. Meeting Date: MAY 06, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AMN Security ID: 001744101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jorge A. Caballero | Management | For | For |
| 1b | Elect Director Mark G. Foletta | Management | For | For |
| 1c | Elect Director Teri G. Fontenot | Management | For | For |
| 1d | Elect Director R. Jeffrey Harris | Management | For | For |
| 1e | Elect Director Daphne E. Jones | Management | For | For |
| 1f | Elect Director Martha H. Marsh | Management | For | For |
| 1g | Elect Director Susan R. Salka | Management | For | For |
| 1h | Elect Director Sylvia Trent-Adams | Management | For | For |
| 1i | Elect Director Douglas D. Wheat | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| APRIA, INC. Meeting Date: MAR 24, 2022 Record Date: FEB 17, 2022 Meeting Type: SPECIAL | ||||
| Ticker: APR Security ID: 03836A101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| ARCOSA, INC. Meeting Date: MAY 03, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ACA Security ID: 039653100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Rhys J. Best | Management | For | For |
| 1c | Elect Director Antonio Carrillo | Management | For | For |
| 1d | Elect Director Jeffrey A. Craig | Management | For | For |
| 1e | Elect Director Ronald J. Gafford | Management | For | For |
| 1f | Elect Director John W. Lindsay | Management | For | For |
| 1g | Elect Director Kimberly S. Lubel | Management | For | For |
| 1h | Elect Director Julie A. Piggott | Management | For | For |
| 1i | Elect Director Douglas L. Rock | Management | For | For |
| 1j | Elect Director Melanie M. Trent | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AVAYA HOLDINGS CORP. Meeting Date: MAR 02, 2022 Record Date: JAN 03, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AVYA Security ID: 05351X101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James M. Chirico, Jr. | Management | For | For |
| 1.2 | Elect Director Stephan Scholl | Management | For | For |
| 1.3 | Elect Director Susan L. Spradley | Management | For | For |
| 1.4 | Elect Director Stanley J. Sutula, III | Management | For | For |
| 1.5 | Elect Director Robert Theis | Management | For | For |
| 1.6 | Elect Director Scott D. Vogel | Management | For | For |
| 1.7 | Elect Director William D. Watkins | Management | For | For |
| 1.8 | Elect Director Jacqueline 'Jackie' E. Yeaney | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| AVNET, INC. Meeting Date: NOV 18, 2021 Record Date: SEP 20, 2021 Meeting Type: ANNUAL | ||||
| Ticker: AVT Security ID: 053807103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Carlo Bozotti | Management | For | For |
| 1c | Elect Director Brenda L. Freeman | Management | For | For |
| 1d | Elect Director Philip R. Gallagher | Management | For | For |
| 1e | Elect Director Jo Ann Jenkins | Management | For | For |
| 1f | Elect Director Oleg Khaykin | Management | For | For |
| 1g | Elect Director James A. Lawrence | Management | For | For |
| 1h | Elect Director Ernest E. Maddock | Management | For | For |
| 1i | Elect Director Avid Modjtabai | Management | For | For |
| 1j | Elect Director Adalio T. Sanchez | Management | For | For |
| 1k | Elect Director William H. Schumann, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| AXIS CAPITAL HOLDINGS LIMITED Meeting Date: MAY 05, 2022 Record Date: MAR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AXS Security ID: G0692U109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Albert A. Benchimol | Management | For | For |
| 1.2 | Elect Director Anne Melissa Dowling | Management | For | For |
| 1.3 | Elect Director Henry B. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Deloitte Ltd., Hamilton, Bermuda as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| BANKUNITED, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BKU Security ID: 06652K103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rajinder P. Singh | Management | For | For |
| 1.2 | Elect Director Tere Blanca | Management | For | For |
| 1.3 | Elect Director John N. DiGiacomo | Management | For | For |
| 1.4 | Elect Director Michael J. Dowling | Management | For | For |
| 1.5 | Elect Director Douglas J. Pauls | Management | For | For |
| 1.6 | Elect Director A. Gail Prudenti | Management | For | For |
| 1.7 | Elect Director William S. Rubenstein | Management | For | For |
| 1.8 | Elect Director Sanjiv Sobti | Management | For | For |
| 1.9 | Elect Director Lynne Wines | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BARRETT BUSINESS SERVICES, INC. Meeting Date: JUN 07, 2022 Record Date: APR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BBSI Security ID: 068463108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Thomas J. Carley | Management | For | For |
| 1.2 | Elect Director Thomas B. Cusick | Management | For | For |
| 1.3 | Elect Director Jon L. Justesen | Management | For | For |
| 1.4 | Elect Director Gary E. Kramer | Management | For | For |
| 1.5 | Elect Director Anthony Meeker | Management | For | For |
| 1.6 | Elect Director Carla A. Moradi | Management | For | For |
| 1.7 | Elect Director Alexandra Morehouse | Management | For | For |
| 1.8 | Elect Director Vincent P. Price | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BEACON ROOFING SUPPLY, INC. Meeting Date: FEB 18, 2022 Record Date: DEC 22, 2021 Meeting Type: ANNUAL | ||||
| Ticker: BECN Security ID: 073685109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Philip W. Knisely | Management | For | For |
| 1.2 | Elect Director Julian G. Francis | Management | For | For |
| 1.3 | Elect Director Carl T. Berquist | Management | For | For |
| 1.4 | Elect Director Barbara G. Fast | Management | For | For |
| 1.5 | Elect Director Richard W. Frost | Management | For | For |
| 1.6 | Elect Director Alan Gershenhorn | Management | For | For |
| 1.7 | Elect Director Robert M. McLaughlin | Management | For | For |
| 1.8 | Elect Director Earl Newsome, Jr. | Management | For | For |
| 1.9 | Elect Director Neil S. Novich | Management | For | For |
| 1.10 | Elect Director Stuart A. Randle | Management | For | For |
| 1.11 | Elect Director Nathan K. Sleeper | Management | For | For |
| 1.12 | Elect Director Douglas L. Young | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BELDEN INC. Meeting Date: MAY 25, 2022 Record Date: MAR 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BDC Security ID: 077454106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David J. Aldrich | Management | For | For |
| 1b | Elect Director Lance C. Balk | Management | For | For |
| 1c | Elect Director Steven W. Berglund | Management | For | For |
| 1d | Elect Director Diane D. Brink | Management | For | For |
| 1e | Elect Director Judy L. Brown | Management | For | For |
| 1f | Elect Director Nancy Calderon | Management | For | For |
| 1g | Elect Director Jonathan C. Klein | Management | For | For |
| 1h | Elect Director Gregory J. McCray | Management | For | For |
| 1i | Elect Director Roel Vestjens | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BOYD GAMING CORPORATION Meeting Date: MAY 05, 2022 Record Date: MAR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BYD Security ID: 103304101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John R. Bailey | Management | For | For |
| 1.2 | Elect Director William R. Boyd | Management | For | For |
| 1.3 | Elect Director William S. Boyd | Management | For | For |
| 1.4 | Elect Director Marianne Boyd Johnson | Management | For | For |
| 1.5 | Elect Director Keith E. Smith | Management | For | For |
| 1.6 | Elect Director Christine J. Spadafor | Management | For | For |
| 1.7 | Elect Director A. Randall Thoman | Management | For | For |
| 1.8 | Elect Director Peter M. Thomas | Management | For | For |
| 1.9 | Elect Director Paul W. Whetsell | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BRANDYWINE REALTY TRUST Meeting Date: MAY 18, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BDN Security ID: 105368203 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reginald DesRoches | Management | For | For |
| 1b | Elect Director James C. Diggs | Management | For | For |
| 1c | Elect Director H. Richard Haverstick, Jr. | Management | For | For |
| 1d | Elect Director Terri A. Herubin | Management | For | For |
| 1e | Elect Director Michael J. Joyce | Management | For | For |
| 1f | Elect Director Charles P. Pizzi | Management | For | For |
| 1g | Elect Director Gerard H. Sweeney | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BRUNSWICK CORPORATION Meeting Date: MAY 04, 2022 Record Date: MAR 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BC Security ID: 117043109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nancy E. Cooper | Management | For | For |
| 1b | Elect Director David C. Everitt | Management | For | For |
| 1c | Elect Director Reginald Fils-Aime | Management | For | For |
| 1d | Elect Director Lauren P. Flaherty | Management | For | For |
| 1e | Elect Director David M. Foulkes | Management | For | For |
| 1f | Elect Director Joseph W. McClanathan | Management | For | For |
| 1g | Elect Director David V. Singer | Management | For | For |
| 1h | Elect Director J. Steven Whisler | Management | For | For |
| 1i | Elect Director Roger J. Wood | Management | For | For |
| 1j | Elect Director MaryAnn Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CARETRUST REIT, INC. Meeting Date: MAY 03, 2022 Record Date: MAR 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CTRE Security ID: 14174T107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diana M. Laing | Management | For | For |
| 1b | Elect Director Anne Olson | Management | For | For |
| 1c | Elect Director Spencer G. Plumb | Management | For | For |
| 1d | Elect Director Gregory K. Stapley | Management | For | For |
| 1e | Elect Director Careina D. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CECO ENVIRONMENTAL CORP. Meeting Date: JUN 08, 2022 Record Date: APR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CECE Security ID: 125141101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jason DeZwirek | Management | For | For |
| 1.2 | Elect Director David B. Liner | Management | For | For |
| 1.3 | Elect Director Claudio A. Mannarino | Management | For | For |
| 1.4 | Elect Director Munish Nanda | Management | For | For |
| 1.5 | Elect Director Valerie Gentile Sachs | Management | For | For |
| 1.6 | Elect Director Richard F. Wallman | Management | For | For |
| 1.7 | Elect Director Todd Gleason | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| CHAMPIONX CORPORATION Meeting Date: MAY 11, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CHX Security ID: 15872M104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Heidi S. Alderman | Management | For | For |
| 1.2 | Elect Director Mamatha Chamarthi | Management | For | For |
| 1.3 | Elect Director Gary P. Luquette | Management | For | For |
| 1.4 | Elect Director Stuart Porter | Management | For | For |
| 1.5 | Elect Director Daniel W. Rabun | Management | For | For |
| 1.6 | Elect Director Sivasankaran (Soma) Somasundaram | Management | For | For |
| 1.7 | Elect Director Stephen M. Todd | Management | For | For |
| 1.8 | Elect Director Stephen K. Wagner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CHARAH SOLUTIONS, INC. Meeting Date: JUN 08, 2022 Record Date: APR 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CHRA Security ID: 15957P105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert C. Flexon | Management | For | Withhold |
| 1.2 | Elect Director Kenneth Young | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| COHU, INC. Meeting Date: MAY 04, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: COHU Security ID: 192576106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven J. Bilodeau | Management | For | For |
| 1b | Elect Director James A. Donahue | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| COLFAX CORPORATION Meeting Date: FEB 28, 2022 Record Date: JAN 10, 2022 Meeting Type: SPECIAL | ||||
| Ticker: CFX Security ID: 194014106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Reverse Stock Split | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| COMPASS DIVERSIFIED HOLDINGS Meeting Date: AUG 03, 2021 Record Date: JUN 21, 2021 Meeting Type: SPECIAL | ||||
| Ticker: CODI Security ID: 20451Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Articles Re: Cause the Trust to be treated as a Corporation for U.S Federal Income Tax Purposes | Management | For | For |
| 2 | Amend Sections 7.1 and 10.2 of the Trust Agreement | Management | For | For |
| 3 | Amend Article 12 of the LLC Agreement | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| COMPASS DIVERSIFIED HOLDINGS Meeting Date: MAY 25, 2022 Record Date: MAR 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CODI Security ID: 20451Q104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander S. Bhathal | Management | For | For |
| 1.2 | Elect Director James J. Bottiglieri | Management | For | For |
| 1.3 | Elect Director Gordon M. Burns | Management | For | For |
| 1.4 | Elect Director C. Sean Day | Management | For | For |
| 1.5 | Elect Director Harold S. Edwards | Management | For | For |
| 1.6 | Elect Director Larry L. Enterline | Management | For | For |
| 1.7 | Elect Director Sarah G. McCoy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| CONNECTONE BANCORP, INC. Meeting Date: MAY 24, 2022 Record Date: APR 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CNOB Security ID: 20786W107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank Sorrentino, III | Management | For | For |
| 1.2 | Elect Director Stephen T. Boswell | Management | For | For |
| 1.3 | Elect Director Frank W. Baier | Management | For | For |
| 1.4 | Elect Director Frank Huttle, III | Management | For | For |
| 1.5 | Elect Director Michael Kempner | Management | For | For |
| 1.6 | Elect Director Nicholas Minoia | Management | For | For |
| 1.7 | Elect Director Anson M. Moise | Management | For | For |
| 1.8 | Elect Director Katherin Nukk-Freeman | Management | For | For |
| 1.9 | Elect Director Joseph Parisi, Jr. | Management | For | For |
| 1.10 | Elect Director Daniel Rifkin | Management | For | For |
| 1.11 | Elect Director Mark Sokolich | Management | For | For |
| 1.12 | Elect Director William A. Thompson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| CORNERSTONE BUILDING BRANDS, INC. Meeting Date: JUN 24, 2022 Record Date: MAY 16, 2022 Meeting Type: SPECIAL | ||||
| Ticker: CNR Security ID: 21925D109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| COUSINS PROPERTIES INCORPORATED Meeting Date: APR 26, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CUZ Security ID: 222795502 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Charles T. Cannada | Management | For | For |
| 1b | Elect Director Robert M. Chapman | Management | For | For |
| 1c | Elect Director M. Colin Connolly | Management | For | For |
| 1d | Elect Director Scott W. Fordham | Management | For | For |
| 1e | Elect Director Lillian C. Giornelli | Management | For | For |
| 1f | Elect Director R. Kent Griffin, Jr. | Management | For | For |
| 1g | Elect Director Donna W. Hyland | Management | For | For |
| 1h | Elect Director Dionne Nelson | Management | For | For |
| 1i | Elect Director R. Dary Stone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| CVB FINANCIAL CORP. Meeting Date: MAY 18, 2022 Record Date: MAR 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CVBF Security ID: 126600105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George A. Borba, Jr. | Management | For | For |
| 1.2 | Elect Director David A. Brager | Management | For | For |
| 1.3 | Elect Director Stephen A. Del Guercio | Management | For | For |
| 1.4 | Elect Director Rodrigo Guerra, Jr. | Management | For | For |
| 1.5 | Elect Director Anna Kan | Management | For | For |
| 1.6 | Elect Director Jane Olvera | Management | For | For |
| 1.7 | Elect Director Raymond V. O'Brien, III | Management | For | For |
| 1.8 | Elect Director Hal W. Oswalt | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| DAVE & BUSTER'S ENTERTAINMENT, INC. Meeting Date: JUN 16, 2022 Record Date: APR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PLAY Security ID: 238337109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James P. Chambers | Management | For | For |
| 1.2 | Elect Director Hamish A. Dodds | Management | For | For |
| 1.3 | Elect Director Michael J. Griffith | Management | For | For |
| 1.4 | Elect Director Gail Mandel | Management | For | For |
| 1.5 | Elect Director Atish Shah | Management | For | For |
| 1.6 | Elect Director Kevin M. Sheehan | Management | For | For |
| 1.7 | Elect Director Jennifer Storms | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DELUXE CORPORATION Meeting Date: APR 27, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DLX Security ID: 248019101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William C. Cobb | Management | For | For |
| 1.2 | Elect Director Paul R. Garcia | Management | For | For |
| 1.3 | Elect Director Cheryl E. Mayberry McKissack | Management | For | For |
| 1.4 | Elect Director Barry C. McCarthy | Management | For | For |
| 1.5 | Elect Director Don J. McGrath | Management | For | For |
| 1.6 | Elect Director Thomas J. Reddin | Management | For | For |
| 1.7 | Elect Director Martyn R. Redgrave | Management | For | For |
| 1.8 | Elect Director John L. Stauch | Management | For | For |
| 1.9 | Elect Director Telisa L. Yancy | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DIRTT ENVIRONMENTAL SOLUTIONS LTD. Meeting Date: APR 26, 2022 Record Date: MAR 07, 2022 Meeting Type: PROXY CONTEST | ||||
| Ticker: DRT Security ID: 25490H106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (Blue Proxy Card) | ||||
| 1.1 | Elect Director Charlie Chiappone | Management | For | Did Not Vote |
| 1.2 | Elect Director Michael T. Ford | Management | For | Did Not Vote |
| 1.3 | Elect Director Denise E. Karkkainen | Management | For | Did Not Vote |
| 1.4 | Elect Director Shauna R. King | Management | For | Did Not Vote |
| 1.5 | Elect Director Todd W. Lillibridge | Management | For | Did Not Vote |
| 1.6 | Elect Director James (Jim) A. Lynch | Management | For | Did Not Vote |
| 1.7 | Elect Director Diana R. Rhoten | Management | For | Did Not Vote |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | Did Not Vote |
| 3 | Change Company Name to DIRTT Inc. | Management | For | Did Not Vote |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | Did Not Vote |
| 5 | Approve Shareholder Rights Plan | Management | For | Did Not Vote |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (White Proxy Card) | ||||
| 1a | Elect Director Aron R. English | Shareholder | For | For |
| 1b | Elect Director Cory J. Mitchell | Shareholder | For | For |
| 1c | Elect Director Douglas A. Edwards | Shareholder | For | For |
| 1d | Elect Director Mary Garden | Shareholder | For | For |
| 1e | Elect Director Scott L. Robinson | Shareholder | For | For |
| 1f | Elect Director Scott C. Ryan | Shareholder | For | For |
| 1g | Elect Director Kenneth D. Sanders | Shareholder | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | None | For |
| 3 | Change Company Name to DIRTT Inc. | Management | Against | Against |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | None | For |
| 5 | Approve Shareholder Rights Plan | Management | Against | Against |
| DONNELLEY FINANCIAL SOLUTIONS, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DFIN Security ID: 25787G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luis A. Aguilar | Management | For | For |
| 1.2 | Elect Director Richard L. Crandall | Management | For | For |
| 1.3 | Elect Director Charles D. Drucker | Management | For | For |
| 1.4 | Elect Director Juliet S. Ellis | Management | For | For |
| 1.5 | Elect Director Gary G. Greenfield | Management | For | For |
| 1.6 | Elect Director Jeffrey Jacobowitz | Management | For | For |
| 1.7 | Elect Director Daniel N. Leib | Management | For | For |
| 1.8 | Elect Director Lois M. Martin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DXP ENTERPRISES, INC. Meeting Date: JUN 10, 2022 Record Date: APR 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DXPE Security ID: 233377407 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David R. Little | Management | For | Withhold |
| 1.2 | Elect Director Kent Yee | Management | For | Withhold |
| 1.3 | Elect Director Joseph R. Mannes | Management | For | Withhold |
| 1.4 | Elect Director Timothy P. Halter | Management | For | Withhold |
| 1.5 | Elect Director David Patton | Management | For | Withhold |
| 1.6 | Elect Director Karen Hoffman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers, LLP as Auditors | Management | For | For |
| DYCOM INDUSTRIES INC. Meeting Date: MAY 26, 2022 Record Date: MAR 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DY Security ID: 267475101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eitan Gertel | Management | For | For |
| 1b | Elect Director Stephen C. Robinson | Management | For | For |
| 1c | Elect Director Carmen M. Sabater | Management | For | For |
| 1d | Elect Director Richard K. Sykes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| EARTHSTONE ENERGY, INC. Meeting Date: JUL 20, 2021 Record Date: MAY 24, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ESTE Security ID: 27032D304 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jay F. Joliat | Management | For | For |
| 1.2 | Elect Director Phillip D. Kramer | Management | For | Withhold |
| 1.3 | Elect Director Robert L. Zorich | Management | For | For |
| 2 | Approve Increase in Size of Board | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| 5 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| 6 | Adjourn Meeting | Management | For | For |
| EARTHSTONE ENERGY, INC. Meeting Date: JUN 09, 2022 Record Date: APR 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ESTE Security ID: 27032D304 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank A. Lodzinski | Management | For | Withhold |
| 1.2 | Elect Director Ray (Guerra) Singleton | Management | For | Withhold |
| 1.3 | Elect Director Douglas E. Swanson, Jr. | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Moss Adams LLP as Auditors | Management | For | For |
| EASTERLY GOVERNMENT PROPERTIES, INC. Meeting Date: MAY 03, 2022 Record Date: MAR 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DEA Security ID: 27616P103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Darrell W. Crate | Management | For | For |
| 1.2 | Elect Director William C. Trimble, III | Management | For | For |
| 1.3 | Elect Director Michael P. Ibe | Management | For | For |
| 1.4 | Elect Director William H. Binnie | Management | For | For |
| 1.5 | Elect Director Cynthia A. Fisher | Management | For | Against |
| 1.6 | Elect Director Scott D. Freeman | Management | For | For |
| 1.7 | Elect Director Emil W. Henry, Jr. | Management | For | For |
| 1.8 | Elect Director Tara S. Innes | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| EDGEWELL PERSONAL CARE COMPANY Meeting Date: FEB 04, 2022 Record Date: NOV 29, 2021 Meeting Type: ANNUAL | ||||
| Ticker: EPC Security ID: 28035Q102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert W. Black | Management | For | For |
| 1b | Elect Director George R. Corbin | Management | For | For |
| 1c | Elect Director Carla C. Hendra | Management | For | For |
| 1d | Elect Director John C. Hunter, III | Management | For | For |
| 1e | Elect Director James C. Johnson | Management | For | For |
| 1f | Elect Director Rod R. Little | Management | For | For |
| 1g | Elect Director Joseph D. O'Leary | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Swan Sit | Management | For | For |
| 1j | Elect Director Gary K. Waring | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ENACT HOLDINGS, INC. Meeting Date: MAY 12, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ACT Security ID: 29249E109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Dominic J. Addesso | Management | For | For |
| 1.2 | Elect Director Michael A. Bless | Management | For | For |
| 1.3 | Elect Director John D. Fisk | Management | For | For |
| 1.4 | Elect Director Rohit Gupta | Management | For | For |
| 1.5 | Elect Director Sheila Hooda | Management | For | For |
| 1.6 | Elect Director Thomas J. McInerney | Management | For | Withhold |
| 1.7 | Elect Director Robert P. Restrepo, Jr. | Management | For | For |
| 1.8 | Elect Director Daniel J. Sheehan, IV | Management | For | For |
| 1.9 | Elect Director Debra W. Still | Management | For | For |
| 1.10 | Elect Director Westley V. Thompson | Management | For | For |
| 1.11 | Elect Director Anne G. Waleski | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ENOVIS CORPORATION Meeting Date: JUN 07, 2022 Record Date: APR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ENOV Security ID: 194014502 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mitchell P. Rales | Management | For | For |
| 1b | Elect Director Matthew L. Trerotola | Management | For | For |
| 1c | Elect Director Barbara W. Bodem | Management | For | For |
| 1d | Elect Director Liam J. Kelly | Management | For | For |
| 1e | Elect Director Angela S. Lalor | Management | For | For |
| 1f | Elect Director Philip A. Okala | Management | For | For |
| 1g | Elect Director Christine Ortiz | Management | For | For |
| 1h | Elect Director A. Clayton Perfall | Management | For | For |
| 1i | Elect Director Brady Shirley | Management | For | For |
| 1j | Elect Director Rajiv Vinnakota | Management | For | For |
| 1k | Elect Director Sharon Wienbar | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| ENTRAVISION COMMUNICATIONS CORPORATION Meeting Date: MAY 26, 2022 Record Date: APR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EVC Security ID: 29382R107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Walter F. Ulloa | Management | For | For |
| 1.2 | Elect Director Paul Anton Zevnik | Management | For | Withhold |
| 1.3 | Elect Director Gilbert R. Vasquez | Management | For | For |
| 1.4 | Elect Director Patricia Diaz Dennis | Management | For | For |
| 1.5 | Elect Director Juan Saldivar von Wuthenau | Management | For | For |
| 1.6 | Elect Director Martha Elena Diaz | Management | For | For |
| 1.7 | Elect Director Fehmi Zeko | Management | For | For |
| ENVIVA PARTNERS LP Meeting Date: DEC 17, 2021 Record Date: NOV 19, 2021 Meeting Type: SPECIAL | ||||
| Ticker: EVA Security ID: 29414J107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Plan of Conversion | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| EURONET WORLDWIDE, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EEFT Security ID: 298736109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Brown | Management | For | For |
| 1.2 | Elect Director Andrew B. Schmitt | Management | For | Withhold |
| 1.3 | Elect Director M. Jeannine Strandjord | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EVERTEC, INC. Meeting Date: MAY 20, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EVTC Security ID: 30040P103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Frank G. D'Angelo | Management | For | For |
| 1b | Elect Director Morgan M. Schuessler, Jr. | Management | For | For |
| 1c | Elect Director Kelly Barrett | Management | For | For |
| 1d | Elect Director Olga Botero | Management | For | For |
| 1e | Elect Director Jorge A. Junquera | Management | For | For |
| 1f | Elect Director Ivan Pagan | Management | For | For |
| 1g | Elect Director Aldo J. Polak | Management | For | For |
| 1h | Elect Director Alan H. Schumacher | Management | For | For |
| 1i | Elect Director Brian J. Smith | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| F.N.B. CORPORATION Meeting Date: MAY 10, 2022 Record Date: MAR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FNB Security ID: 302520101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Pamela A. Bena | Management | For | For |
| 1.2 | Elect Director William B. Campbell | Management | For | For |
| 1.3 | Elect Director James D. Chiafullo | Management | For | For |
| 1.4 | Elect Director Vincent J. Delie, Jr. | Management | For | For |
| 1.5 | Elect Director Mary Jo Dively | Management | For | For |
| 1.6 | Elect Director David J. Malone | Management | For | For |
| 1.7 | Elect Director Frank C. Mencini | Management | For | For |
| 1.8 | Elect Director David L. Motley | Management | For | For |
| 1.9 | Elect Director Heidi A. Nicholas | Management | For | For |
| 1.10 | Elect Director John S. Stanik | Management | For | For |
| 1.11 | Elect Director William J. Strimbu | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | Against |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| FIRST BANCORP (PUERTO RICO) Meeting Date: MAY 20, 2022 Record Date: MAR 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FBP Security ID: 318672706 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Juan Acosta Reboyras | Management | For | For |
| 1b | Elect Director Aurelio Aleman | Management | For | For |
| 1c | Elect Director Luz A. Crespo | Management | For | For |
| 1d | Elect Director Tracey Dedrick | Management | For | For |
| 1e | Elect Director Patricia M. Eaves | Management | For | For |
| 1f | Elect Director Daniel E. Frye | Management | For | For |
| 1g | Elect Director John A. Heffern | Management | For | For |
| 1h | Elect Director Roberto R. Herencia | Management | For | For |
| 1i | Elect Director Felix M. Villamil | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| FIRST HAWAIIAN, INC. Meeting Date: APR 20, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FHB Security ID: 32051X108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Allen Doane | Management | For | For |
| 1b | Elect Director Robert S. Harrison | Management | For | For |
| 1c | Elect Director Faye Watanabe Kurren | Management | For | For |
| 1d | Elect Director James S. Moffatt | Management | For | For |
| 1e | Elect Director Kelly A. Thompson | Management | For | For |
| 1f | Elect Director Allen B. Uyeda | Management | For | For |
| 1g | Elect Director Vanessa L. Washington | Management | For | For |
| 1h | Elect Director C. Scott Wo | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| FIRST MID BANCSHARES, INC. Meeting Date: APR 27, 2022 Record Date: MAR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FMBH Security ID: 320866106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert S. Cook | Management | For | For |
| 1.2 | Elect Director Gisele A. Marcus | Management | For | For |
| 1.3 | Elect Director James E. Zimmer | Management | For | For |
| FOUR CORNERS PROPERTY TRUST, INC. Meeting Date: JUN 10, 2022 Record Date: APR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FCPT Security ID: 35086T109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William H. Lenehan | Management | For | For |
| 1b | Elect Director John S. Moody | Management | For | For |
| 1c | Elect Director Douglas B. Hansen | Management | For | For |
| 1d | Elect Director Eric S. Hirschhorn | Management | For | For |
| 1e | Elect Director Charles L. Jemley | Management | For | For |
| 1f | Elect Director Marran H. Ogilvie | Management | For | Against |
| 1g | Elect Director Toni Steele | Management | For | For |
| 1h | Elect Director Liz Tennican | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| GATES INDUSTRIAL CORPORATION PLC Meeting Date: JUN 09, 2022 Record Date: APR 12, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GTES Security ID: G39108108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James W. Ireland, III | Management | For | For |
| 1b | Elect Director Ivo Jurek | Management | For | For |
| 1c | Elect Director Julia C. Kahr | Management | For | For |
| 1d | Elect Director Terry Klebe | Management | For | For |
| 1e | Elect Director Stephanie K. Mains | Management | For | For |
| 1f | Elect Director Wilson S. Neely | Management | For | For |
| 1g | Elect Director Neil P. Simpkins | Management | For | Against |
| 1h | Elect Director Alicia Tillman | Management | For | For |
| 1i | Elect Director Peifang Zhang (Molly P. Zhang) | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4 | Approve Remuneration Policy | Management | For | Against |
| 5 | Appoint Deloitte & Touche LLP as Auditor | Management | For | For |
| 6 | Appoint Deloitte LLP as UK Statutory Auditor | Management | For | For |
| 7 | Authorize Audit Committee to Fix Remuneration of UK Statutory Auditor | Management | For | For |
| GETTY REALTY CORP. Meeting Date: APR 26, 2022 Record Date: MAR 03, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GTY Security ID: 374297109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher J. Constant | Management | For | For |
| 1b | Elect Director Milton Cooper | Management | For | For |
| 1c | Elect Director Philip E. Coviello | Management | For | For |
| 1d | Elect Director Evelyn Leon Infurna | Management | For | For |
| 1e | Elect Director Mary Lou Malanoski | Management | For | For |
| 1f | Elect Director Richard E. Montag | Management | For | For |
| 1g | Elect Director Howard B. Safenowitz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Charter | Management | For | For |
| GMS INC. Meeting Date: OCT 21, 2021 Record Date: AUG 25, 2021 Meeting Type: ANNUAL | ||||
| Ticker: GMS Security ID: 36251C103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Gavin | Management | For | For |
| 1.2 | Elect Director Randolph W. Melville | Management | For | For |
| 1.3 | Elect Director J. David Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| GRAHAM CORPORATION Meeting Date: JUL 28, 2021 Record Date: JUN 02, 2021 Meeting Type: ANNUAL | ||||
| Ticker: GHM Security ID: 384556106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan Fortier | Management | For | For |
| 1.2 | Elect Director James R. Lines | Management | For | For |
| 1.3 | Elect Director Lisa M. Schnorr | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| GRAPHIC PACKAGING HOLDING COMPANY Meeting Date: MAY 24, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GPK Security ID: 388689101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Laurie Brlas | Management | For | For |
| 1.2 | Elect Director Robert A. Hagemann | Management | For | For |
| 1.3 | Elect Director Mary K. Rhinehart | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HEALTHCARE REALTY TRUST INCORPORATED Meeting Date: MAY 10, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HR Security ID: 421946104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Todd J. Meredith | Management | For | For |
| 1.2 | Elect Director John V. Abbott | Management | For | For |
| 1.3 | Elect Director Nancy H. Agee | Management | For | For |
| 1.4 | Elect Director Edward H. Braman | Management | For | For |
| 1.5 | Elect Director Ajay Gupta | Management | For | For |
| 1.6 | Elect Director James J. Kilroy | Management | For | For |
| 1.7 | Elect Director Peter F. Lyle, Sr. | Management | For | For |
| 1.8 | Elect Director John Knox Singleton | Management | For | For |
| 1.9 | Elect Director Christann M. Vasquez | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HEALTHCARE SERVICES GROUP, INC. Meeting Date: MAY 31, 2022 Record Date: MAR 30, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HCSG Security ID: 421906108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Diane S. Casey | Management | For | For |
| 1.2 | Elect Director Daniela Castagnino | Management | For | For |
| 1.3 | Elect Director Robert L. Frome | Management | For | For |
| 1.4 | Elect Director Laura Grant | Management | For | For |
| 1.5 | Elect Director John J. McFadden | Management | For | For |
| 1.6 | Elect Director Dino D. Ottaviano | Management | For | For |
| 1.7 | Elect Director Kurt Simmons, Jr. | Management | For | For |
| 1.8 | Elect Director Jude Visconto | Management | For | For |
| 1.9 | Elect Director Theodore Wahl | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| HIGHWOODS PROPERTIES, INC. Meeting Date: MAY 10, 2022 Record Date: MAR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HIW Security ID: 431284108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles A. Anderson | Management | For | For |
| 1.2 | Elect Director Gene H. Anderson | Management | For | For |
| 1.3 | Elect Director Thomas P. Anderson | Management | For | For |
| 1.4 | Elect Director Carlos E. Evans | Management | For | For |
| 1.5 | Elect Director David L. Gadis | Management | For | For |
| 1.6 | Elect Director David J. Hartzell | Management | For | For |
| 1.7 | Elect Director Theodore J. Klinck | Management | For | For |
| 1.8 | Elect Director Anne H. Lloyd | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HILLTOP HOLDINGS, INC. Meeting Date: JUL 22, 2021 Record Date: MAY 11, 2021 Meeting Type: ANNUAL | ||||
| Ticker: HTH Security ID: 432748101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rhodes R. Bobbitt | Management | For | For |
| 1.2 | Elect Director Tracy A. Bolt | Management | For | For |
| 1.3 | Elect Director J. Taylor Crandall | Management | For | For |
| 1.4 | Elect Director Charles R. Cummings | Management | For | For |
| 1.5 | Elect Director Hill A. Feinberg | Management | For | For |
| 1.6 | Elect Director Gerald J. Ford | Management | For | For |
| 1.7 | Elect Director Jeremy B. Ford | Management | For | For |
| 1.8 | Elect Director J. Markham Green | Management | For | For |
| 1.9 | Elect Director William T. Hill, Jr. | Management | For | For |
| 1.10 | Elect Director Charlotte Jones | Management | For | For |
| 1.11 | Elect Director Lee Lewis | Management | For | For |
| 1.12 | Elect Director Andrew J. Littlefair | Management | For | For |
| 1.13 | Elect Director Thomas C. Nichols | Management | For | For |
| 1.14 | Elect Director W. Robert Nichols, III | Management | For | For |
| 1.15 | Elect Director Kenneth D. Russell | Management | For | For |
| 1.16 | Elect Director A. Haag Sherman | Management | For | For |
| 1.17 | Elect Director Jonathan S. Sobel | Management | For | For |
| 1.18 | Elect Director Robert C. Taylor, Jr. | Management | For | For |
| 1.19 | Elect Director Carl B. Webb | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HOME BANCSHARES, INC. Meeting Date: DEC 15, 2021 Record Date: NOV 08, 2021 Meeting Type: SPECIAL | ||||
| Ticker: HOMB Security ID: 436893200 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Approve Increase in Size of Board | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| HOME BANCSHARES, INC. Meeting Date: APR 21, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HOMB Security ID: 436893200 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John W. Allison | Management | For | For |
| 1.2 | Elect Director Brian S. Davis | Management | For | For |
| 1.3 | Elect Director Milburn Adams | Management | For | For |
| 1.4 | Elect Director Robert H. Adcock, Jr. | Management | For | For |
| 1.5 | Elect Director Richard H. Ashley | Management | For | For |
| 1.6 | Elect Director Mike D. Beebe | Management | For | For |
| 1.7 | Elect Director Jack E. Engelkes | Management | For | For |
| 1.8 | Elect Director Tracy M. French | Management | For | For |
| 1.9 | Elect Director Karen E. Garrett | Management | For | For |
| 1.10 | Elect Director James G. Hinkle | Management | For | For |
| 1.11 | Elect Director Alex R. Lieblong | Management | For | For |
| 1.12 | Elect Director Thomas J. Longe | Management | For | For |
| 1.13 | Elect Director Jim Rankin, Jr. | Management | For | For |
| 1.14 | Elect Director Larry W. Ross | Management | For | For |
| 1.15 | Elect Director Donna J. Townsell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify BKD, LLP as Auditors | Management | For | For |
| IBEX LIMITED Meeting Date: MAR 16, 2022 Record Date: FEB 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: IBEX Security ID: G4690M101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for the Fiscal Year Ended on June 30, 2021 | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Authorize Board to Fix Remuneration of the Auditors | Management | For | For |
| 4 | Fix Number of Directors at Eight | Management | For | For |
| 5 | Authorize Board to Fill Vacancies | Management | For | For |
| 6 | Authorize Board to Appoint Alternate Directors | Management | For | For |
| 7 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 8.1 | Elect Director Mohammed Khaishgi | Management | For | Withhold |
| 8.2 | Elect Director Daniella Ballou-Aares | Management | For | For |
| 8.3 | Elect Director John Jones | Management | For | For |
| 8.4 | Elect Director Shuja Keen | Management | For | Withhold |
| 8.5 | Elect Director John Leone | Management | For | For |
| 8.6 | Elect Director Fiona Beck | Management | For | For |
| 8.7 | Elect Director Robert Dechant | Management | For | For |
| 8.8 | Elect Director Gerard Kleisterlee | Management | For | For |
| II-VI INCORPORATED Meeting Date: NOV 18, 2021 Record Date: SEP 15, 2021 Meeting Type: ANNUAL | ||||
| Ticker: IIVI Security ID: 902104108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Howard H. Xia | Management | For | For |
| 1b | Elect Director Vincent D. Mattera, Jr. | Management | For | For |
| 1c | Elect Director Michael L. Dreyer | Management | For | For |
| 1d | Elect Director Stephen Pagliuca | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| INDEPENDENT BANK CORP. Meeting Date: AUG 05, 2021 Record Date: JUN 17, 2021 Meeting Type: SPECIAL | ||||
| Ticker: INDB Security ID: 453836108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| INDEPENDENT BANK CORP. Meeting Date: MAY 19, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: INDB Security ID: 453836108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael P. Hogan | Management | For | For |
| 1.2 | Elect Director Eileen C. Miskell | Management | For | For |
| 1.3 | Elect Director Gerard F. Nadeau | Management | For | For |
| 1.4 | Elect Director Susan Perry O'Day | Management | For | For |
| 1.5 | Elect Director Thomas R. Venables | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| INDEPENDENT BANK GROUP, INC. Meeting Date: MAY 26, 2022 Record Date: APR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: IBTX Security ID: 45384B106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David R. Brooks | Management | For | For |
| 1b | Elect Director Alicia K. Harrison | Management | For | For |
| 1c | Elect Director J. Webb Jennings, III | Management | For | For |
| 1d | Elect Director Paul E. Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
| JAMES RIVER GROUP HOLDINGS, LTD. Meeting Date: OCT 26, 2021 Record Date: SEP 08, 2021 Meeting Type: ANNUAL | ||||
| Ticker: JRVR Security ID: G5005R107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patricia H. Roberts | Management | For | Withhold |
| 1b | Elect Director Thomas L. Brown | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| KAR AUCTION SERVICES, INC. Meeting Date: JUN 02, 2022 Record Date: APR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KAR Security ID: 48238T109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 2a | Elect Director Carmel Galvin | Management | For | For |
| 2b | Elect Director James P. Hallett | Management | For | For |
| 2c | Elect Director Mark E. Hill | Management | For | For |
| 2d | Elect Director J. Mark Howell | Management | For | For |
| 2e | Elect Director Stefan Jacoby | Management | For | For |
| 2f | Elect Director Peter Kelly | Management | For | For |
| 2g | Elect Director Michael T. Kestner | Management | For | For |
| 2h | Elect Director Sanjeev Mehra | Management | For | For |
| 2i | Elect Director Mary Ellen Smith | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| KARAT PACKAGING INC. Meeting Date: JUN 23, 2022 Record Date: APR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KRT Security ID: 48563L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alan Yu | Management | For | For |
| 1.2 | Elect Director Joanne Wang | Management | For | For |
| 1.3 | Elect Director Paul Y. Chen | Management | For | For |
| 1.4 | Elect Director Eric Chen | Management | For | For |
| 1.5 | Elect Director Eve Yen | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| KBR, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KBR Security ID: 48242W106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark E. Baldwin | Management | For | For |
| 1b | Elect Director Stuart J. B. Bradie | Management | For | For |
| 1c | Elect Director Lynn A. Dugle | Management | For | For |
| 1d | Elect Director Lester L. Lyles | Management | For | For |
| 1e | Elect Director John A. Manzoni | Management | For | For |
| 1f | Elect Director Wendy M. Masiello | Management | For | For |
| 1g | Elect Director Jack B. Moore | Management | For | For |
| 1h | Elect Director Ann D. Pickard | Management | For | For |
| 1i | Elect Director Carlos A. Sabater | Management | For | For |
| 1j | Elect Director Vincent R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| KITE REALTY GROUP TRUST Meeting Date: OCT 19, 2021 Record Date: SEP 09, 2021 Meeting Type: SPECIAL | ||||
| Ticker: KRG Security ID: 49803T300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| KITE REALTY GROUP TRUST Meeting Date: MAY 11, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: KRG Security ID: 49803T300 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John A. Kite | Management | For | For |
| 1b | Elect Director William E. Bindley | Management | For | For |
| 1c | Elect Director Bonnie S. Biumi | Management | For | For |
| 1d | Elect Director Derrick Burks | Management | For | For |
| 1e | Elect Director Victor J. Coleman | Management | For | For |
| 1f | Elect Director Gerald M. Gorski | Management | For | For |
| 1g | Elect Director Steven P. Grimes | Management | For | Against |
| 1h | Elect Director Christie B. Kelly | Management | For | For |
| 1i | Elect Director Peter L. Lynch | Management | For | For |
| 1j | Elect Director David R. O'Reilly | Management | For | For |
| 1k | Elect Director Barton R. Peterson | Management | For | For |
| 1l | Elect Director Charles H. Wurtzebach | Management | For | For |
| 1m | Elect Director Caroline L. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| KORN FERRY Meeting Date: SEP 29, 2021 Record Date: AUG 02, 2021 Meeting Type: ANNUAL | ||||
| Ticker: KFY Security ID: 500643200 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Doyle N. Beneby | Management | For | For |
| 1b | Elect Director Laura M. Bishop | Management | For | For |
| 1c | Elect Director Gary D. Burnison | Management | For | For |
| 1d | Elect Director Christina A. Gold | Management | For | For |
| 1e | Elect Director Jerry P. Leamon | Management | For | For |
| 1f | Elect Director Angel R. Martinez | Management | For | For |
| 1g | Elect Director Debra J. Perry | Management | For | For |
| 1h | Elect Director Lori J. Robinson | Management | For | For |
| 1i | Elect Director George T. Shaheen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| KULICKE AND SOFFA INDUSTRIES, INC. Meeting Date: MAR 03, 2022 Record Date: DEC 06, 2021 Meeting Type: ANNUAL | ||||
| Ticker: KLIC Security ID: 501242101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter T. Kong | Management | For | For |
| 1b | Elect Director Jon A. Olson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| LOOMIS AB Meeting Date: MAY 04, 2022 Record Date: APR 26, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LOOMIS Security ID: W5S50Y116 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Chairman of Meeting | Management | For | For |
| 3 | Prepare and Approve List of Shareholders | Management | For | For |
| 4 | Approve Agenda of Meeting | Management | For | For |
| 5 | Designate Inspector(s) of Minutes of Meeting | Management | For | For |
| 6 | Acknowledge Proper Convening of Meeting | Management | For | For |
| 7 | Receive President's Report | Management | None | None |
| 8.a | Receive Financial Statements and Statutory Reports | Management | None | None |
| 8.b | Receive Auditor's Report on Application of Guidelines for Remuneration for Executive Management | Management | None | None |
| 9.a | Accept Financial Statements and Statutory Reports | Management | For | For |
| 9.b | Approve Allocation of Income and Dividends of SEK 8.50 Per Share | Management | For | For |
| 9.c | Approve May 6, 2022 as Record Date for Dividend Payment | Management | For | For |
| 9.d | Approve Discharge of Board and President | Management | For | For |
| 10 | Determine Number of Members (7) and Deputy Members of Board (0) | Management | For | For |
| 11 | Approve Remuneration of Directors in the Amount of SEK 1.1 Million for Chairman and SEK 470,000 for Other Directors; Approve Remuneration for Committee Work; Approve Remuneration of Auditors | Management | For | For |
| 12 | Reelect Alf Goransson (Chairman), Jeanette Almberg, Lars Blecko, Cecilia Daun Wennborg, Liv Forhaug and Johan Lundberg as Directors; Elect Santiago Galaz as New Director | Management | For | For |
| 13 | Ratify Deloitte AB as Auditors | Management | For | For |
| 14 | Authorize Chairman of Board and Representatives of Four of Company's Largest Shareholders to Serve on Nominating Committee Committee | Management | For | For |
| 15 | Approve Remuneration Report | Management | For | For |
| 16 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 17 | Close Meeting | Management | None | None |
| LUXFER HOLDINGS PLC Meeting Date: JUN 08, 2022 Record Date: APR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LXFR Security ID: G5698W116 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Andy Butcher as Director | Management | For | For |
| 2 | Elect Patrick Mullen as Director | Management | For | For |
| 3 | Re-elect Clive Snowdon as Director | Management | For | For |
| 4 | Re-elect Richard Hipple as Director | Management | For | For |
| 5 | Re-elect Lisa Trimberger as Director | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 8 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 9 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 10 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 11 | Amend Omnibus Stock Plan | Management | For | Against |
| 12 | Amend Non-Employee Director Omnibus Stock Plan | Management | For | Against |
| 13 | Approve Cancellation of Deferred Shares | Management | For | For |
| 14 | Amend Articles of Association | Management | For | For |
| MALIBU BOATS, INC. Meeting Date: NOV 03, 2021 Record Date: SEP 17, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MBUU Security ID: 56117J100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James R. Buch | Management | For | For |
| 1.2 | Elect Director Joan M. Lewis | Management | For | For |
| 1.3 | Elect Director Peter E. Murphy | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MARINEMAX, INC. Meeting Date: FEB 24, 2022 Record Date: DEC 20, 2021 Meeting Type: ANNUAL | ||||
| Ticker: HZO Security ID: 567908108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George E. Borst | Management | For | For |
| 1b | Elect Director Hilliard M. Eure, III | Management | For | For |
| 1c | Elect Director Joseph A. Watters | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| MINERALS TECHNOLOGIES INC. Meeting Date: MAY 18, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MTX Security ID: 603158106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas T. Dietrich | Management | For | For |
| 1b | Elect Director Carolyn K. Pittman | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| MOHAWK INDUSTRIES, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MHK Security ID: 608190104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joseph A. Onorato | Management | For | For |
| 1.2 | Elect Director William H. Runge, III | Management | For | For |
| 1.3 | Elect Director W. Christopher Wellborn | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NATIONAL HEALTH INVESTORS, INC. Meeting Date: MAY 06, 2022 Record Date: MAR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NHI Security ID: 63633D104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Jobe | Management | For | Against |
| 1b | Elect Director Robert G. Adams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| NATIONAL HEALTHCARE CORPORATION Meeting Date: MAY 05, 2022 Record Date: MAR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NHC Security ID: 635906100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Flatt | Management | For | For |
| 1b | Elect Director Richard F. LaRoche | Management | For | For |
| 1c | Elect Director Sandra Y. Trail | Management | For | For |
| NCS MULTISTAGE HOLDINGS, INC. Meeting Date: JUN 01, 2022 Record Date: APR 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NCSM Security ID: 628877201 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew Fitzgerald | Management | For | Withhold |
| 1.2 | Elect Director David McKenna | Management | For | Withhold |
| 1.3 | Elect Director Robert Nipper | Management | For | Withhold |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| NORTHWEST NATURAL HOLDING COMPANY Meeting Date: MAY 23, 2022 Record Date: APR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NWN Security ID: 66765N105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sandra McDonough | Management | For | For |
| 1.2 | Elect Director Jane L. Peverett | Management | For | For |
| 1.3 | Elect Director Kenneth Thrasher | Management | For | For |
| 1.4 | Elect Director Charles A. Wilhoite | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| OLD NATIONAL BANCORP Meeting Date: SEP 15, 2021 Record Date: JUL 21, 2021 Meeting Type: SPECIAL | ||||
| Ticker: ONB Security ID: 680033107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Increase Authorized Common Stock | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| OLD NATIONAL BANCORP Meeting Date: MAY 18, 2022 Record Date: MAR 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ONB Security ID: 680033107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara A. Boigegrain | Management | For | For |
| 1.2 | Elect Director Thomas L. Brown | Management | For | For |
| 1.3 | Elect Director Kathryn J. Hayley | Management | For | For |
| 1.4 | Elect Director Peter J. Henseler | Management | For | For |
| 1.5 | Elect Director Daniel S. Hermann | Management | For | For |
| 1.6 | Elect Director Ryan C. Kitchell | Management | For | For |
| 1.7 | Elect Director Austin M. Ramirez | Management | For | For |
| 1.8 | Elect Director Ellen A. Rudnick | Management | For | For |
| 1.9 | Elect Director James C. Ryan, III | Management | For | For |
| 1.10 | Elect Director Thomas E. Salmon | Management | For | For |
| 1.11 | Elect Director Michael L. Scudder | Management | For | For |
| 1.12 | Elect Director Rebecca S. Skillman | Management | For | For |
| 1.13 | Elect Director Michael J. Small | Management | For | For |
| 1.14 | Elect Director Derrick J. Stewart | Management | For | For |
| 1.15 | Elect Director Stephen C. Van Arsdell | Management | For | For |
| 1.16 | Elect Director Katherine E. White | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Crowe LLP as Auditors | Management | For | For |
| ONEWATER MARINE INC. Meeting Date: FEB 23, 2022 Record Date: JAN 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ONEW Security ID: 68280L101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher W. Bodine | Management | For | Withhold |
| 1b | Elect Director Jeffrey B. Lamkin | Management | For | For |
| 1c | Elect Director Bari A. Harlam | Management | For | For |
| 2 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 3 | Declassify the Board of Directors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| ORIGIN BANCORP, INC. Meeting Date: APR 27, 2022 Record Date: MAR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: OBNK Security ID: 68621T102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel Chu | Management | For | For |
| 1.2 | Elect Director James D'Agostino, Jr. | Management | For | For |
| 1.3 | Elect Director James Davison, Jr. | Management | For | For |
| 1.4 | Elect Director A. La'Verne Edney | Management | For | For |
| 1.5 | Elect Director Meryl Farr | Management | For | For |
| 1.6 | Elect Director Richard Gallot, Jr. | Management | For | For |
| 1.7 | Elect Director Stacey Goff | Management | For | For |
| 1.8 | Elect Director Michael Jones | Management | For | For |
| 1.9 | Elect Director Gary Luffey | Management | For | For |
| 1.10 | Elect Director Farrell Malone | Management | For | For |
| 1.11 | Elect Director Drake Mills | Management | For | For |
| 1.12 | Elect Director Elizabeth Solender | Management | For | For |
| 1.13 | Elect Director Steven Taylor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify BKD, LLP as Auditors | Management | For | For |
| ORIGIN BANCORP, INC. Meeting Date: JUN 29, 2022 Record Date: APR 25, 2022 Meeting Type: SPECIAL | ||||
| Ticker: OBNK Security ID: 68621T102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger and Issuance of Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| PACIFIC PREMIER BANCORP, INC. Meeting Date: MAY 23, 2022 Record Date: MAR 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PPBI Security ID: 69478X105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ayad A. Fargo | Management | For | For |
| 1b | Elect Director Steven R. Gardner | Management | For | For |
| 1c | Elect Director Joseph L. Garrett | Management | For | For |
| 1d | Elect Director Jeffrey C. Jones | Management | For | For |
| 1e | Elect Director Rose E. McKinney-James | Management | For | For |
| 1f | Elect Director M. Christian Mitchell | Management | For | For |
| 1g | Elect Director George M. Pereira | Management | For | For |
| 1h | Elect Director Barbara S. Polsky | Management | For | For |
| 1i | Elect Director Zareh H. Sarrafian | Management | For | For |
| 1j | Elect Director Jaynie M. Studenmund | Management | For | For |
| 1k | Elect Director Richard C. Thomas | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PACTIV EVERGREEN, INC. Meeting Date: JUN 13, 2022 Record Date: APR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PTVE Security ID: 69526K105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director LeighAnne G. Baker | Management | For | Withhold |
| 1.2 | Elect Director Duncan J. Hawkesby | Management | For | Withhold |
| 1.3 | Elect Director Allen P. Hugli | Management | For | Withhold |
| 1.4 | Elect Director Michael J. King | Management | For | Withhold |
| 1.5 | Elect Director Rolf Stangl | Management | For | Withhold |
| 1.6 | Elect Director Felicia D. Thornton | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PATRIA INVESTMENTS LIMITED Meeting Date: NOV 16, 2021 Record Date: NOV 01, 2021 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: PAX Security ID: G69451105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 3 | Elect Director Pablo Echeverria Benitez | Management | For | Against |
| PATRIA INVESTMENTS LIMITED Meeting Date: JUN 29, 2022 Record Date: JUN 06, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PAX Security ID: G69451105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Elect Jennifer Anne Collins and Glen George Wigney as Directors | Management | For | For |
| PATTERSON COMPANIES, INC. Meeting Date: SEP 13, 2021 Record Date: JUL 16, 2021 Meeting Type: ANNUAL | ||||
| Ticker: PDCO Security ID: 703395103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John D. Buck | Management | For | For |
| 1b | Elect Director Alex N. Blanco | Management | For | For |
| 1c | Elect Director Jody H. Feragen | Management | For | For |
| 1d | Elect Director Robert C. Frenzel | Management | For | For |
| 1e | Elect Director Francis J. Malecha | Management | For | For |
| 1f | Elect Director Ellen A. Rudnick | Management | For | For |
| 1g | Elect Director Neil A. Schrimsher | Management | For | For |
| 1h | Elect Director Mark S. Walchirk | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| PENN NATIONAL GAMING, INC. Meeting Date: JUN 07, 2022 Record Date: APR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PENN Security ID: 707569109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara Shattuck Kohn | Management | For | For |
| 1.2 | Elect Director Ronald J. Naples | Management | For | For |
| 1.3 | Elect Director Saul V. Reibstein | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| PENSKE AUTOMOTIVE GROUP, INC. Meeting Date: MAY 12, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PAG Security ID: 70959W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John D. Barr | Management | For | Withhold |
| 1b | Elect Director Lisa A. Davis | Management | For | For |
| 1c | Elect Director Wolfgang Durheimer | Management | For | For |
| 1d | Elect Director Michael R. Eisenson | Management | For | For |
| 1e | Elect Director Robert H. Kurnick, Jr. | Management | For | For |
| 1f | Elect Director Kimberly J. McWaters | Management | For | Withhold |
| 1g | Elect Director Kota Odagiri | Management | For | For |
| 1h | Elect Director Greg Penske | Management | For | For |
| 1i | Elect Director Roger S. Penske | Management | For | For |
| 1j | Elect Director Sandra E. Pierce | Management | For | For |
| 1k | Elect Director Greg C. Smith | Management | For | Withhold |
| 1l | Elect Director Ronald G. Steinhart | Management | For | Withhold |
| 1m | Elect Director H. Brian Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PHYSICIANS REALTY TRUST Meeting Date: MAY 03, 2022 Record Date: FEB 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DOC Security ID: 71943U104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John T. Thomas | Management | For | For |
| 1.2 | Elect Director Tommy G. Thompson | Management | For | For |
| 1.3 | Elect Director Stanton D. Anderson | Management | For | For |
| 1.4 | Elect Director Mark A. Baumgartner | Management | For | For |
| 1.5 | Elect Director Albert C. Black, Jr. | Management | For | For |
| 1.6 | Elect Director William A. Ebinger | Management | For | For |
| 1.7 | Elect Director Pamela J. Kessler | Management | For | For |
| 1.8 | Elect Director Ava E. Lias-Booker | Management | For | For |
| 1.9 | Elect Director Richard A. Weiss | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PREMIER FINANCIAL CORP. Meeting Date: APR 26, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PFC Security ID: 74052F108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Zahid Afzal | Management | For | For |
| 1.2 | Elect Director Louis M. Altman | Management | For | For |
| 1.3 | Elect Director Terri A. Bettinger | Management | For | For |
| 1.4 | Elect Director John L. Bookmyer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Crowe LLP as Auditors | Management | For | For |
| PREMIER, INC. Meeting Date: DEC 03, 2021 Record Date: OCT 06, 2021 Meeting Type: ANNUAL | ||||
| Ticker: PINC Security ID: 74051N102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Terry D. Shaw | Management | For | For |
| 1.2 | Elect Director Richard J. Statuto | Management | For | For |
| 1.3 | Elect Director Ellen C. Wolf | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PROASSURANCE CORPORATION Meeting Date: MAY 24, 2022 Record Date: MAR 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PRA Security ID: 74267C106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kedrick D. Adkins, Jr. | Management | For | For |
| 1.2 | Elect Director Bruce D. Angiolillo | Management | For | For |
| 1.3 | Elect Director Maye Head Frei | Management | For | For |
| 1.4 | Elect Director Scott C. Syphax | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| PROVIDENT FINANCIAL SERVICES, INC. Meeting Date: APR 28, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PFS Security ID: 74386T105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James P. Dunigan | Management | For | For |
| 1.2 | Elect Director Frank L. Fekete | Management | For | For |
| 1.3 | Elect Director Matthew K. Harding | Management | For | For |
| 1.4 | Elect Director Anthony J. Labozzetta | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| QCR HOLDINGS, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: QCRH Security ID: 74727A104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Brent R. Cobb | Management | For | For |
| 1.2 | Elect Director Larry J. Helling | Management | For | For |
| 1.3 | Elect Director Mark C. Kilmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify RSM US LLP as Auditors | Management | For | For |
| RED ROBIN GOURMET BURGERS, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RRGB Security ID: 75689M101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony S. Ackil | Management | For | For |
| 1b | Elect Director Thomas G. Conforti | Management | For | For |
| 1c | Elect Director Cambria W. Dunaway | Management | For | For |
| 1d | Elect Director G.J. Hart | Management | For | For |
| 1e | Elect Director Kalen F. Holmes | Management | For | For |
| 1f | Elect Director Steven K. Lumpkin | Management | For | For |
| 1g | Elect Director Paul J.B. Murphy, III | Management | For | For |
| 1h | Elect Director David A. Pace | Management | For | For |
| 1i | Elect Director Allison Page | Management | For | For |
| 1j | Elect Director Anddria Varnado | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SABRA HEALTH CARE REIT, INC. Meeting Date: JUN 14, 2022 Record Date: APR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SBRA Security ID: 78573L106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig A. Barbarosh | Management | For | For |
| 1b | Elect Director Katie Cusack | Management | For | For |
| 1c | Elect Director Michael J. Foster | Management | For | For |
| 1d | Elect Director Lynne S. Katzmann | Management | For | For |
| 1e | Elect Director Ann Kono | Management | For | For |
| 1f | Elect Director Jeffrey A. Malehorn | Management | For | For |
| 1g | Elect Director Richard K. Matros | Management | For | For |
| 1h | Elect Director Clifton J. Porter, II | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SKYLINE CHAMPION CORPORATION Meeting Date: AUG 03, 2021 Record Date: JUN 04, 2021 Meeting Type: ANNUAL | ||||
| Ticker: SKY Security ID: 830830105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Keith Anderson | Management | For | For |
| 1.2 | Elect Director Michael Berman | Management | For | For |
| 1.3 | Elect Director Timothy Bernlohr | Management | For | For |
| 1.4 | Elect Director Eddie Capel | Management | For | For |
| 1.5 | Elect Director John C. Firth | Management | For | For |
| 1.6 | Elect Director Michael Kaufman | Management | For | For |
| 1.7 | Elect Director Erin Mulligan Nelson | Management | For | For |
| 1.8 | Elect Director Gary E. Robinette | Management | For | For |
| 1.9 | Elect Director Mark Yost | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SOLO BRANDS, INC. Meeting Date: MAY 26, 2022 Record Date: APR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DTC Security ID: 83425V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrea K. Tarbox | Management | For | Withhold |
| 1.2 | Elect Director Julia M. Brown | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SOUTH JERSEY INDUSTRIES, INC. Meeting Date: MAY 10, 2022 Record Date: APR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SJI Security ID: 838518108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sarah M. Barpoulis | Management | For | For |
| 1b | Elect Director Victor A. Fortkiewicz | Management | For | For |
| 1c | Elect Director Sheila Hartnett-Devlin | Management | For | For |
| 1d | Elect Director G. Edison Holland, Jr. | Management | For | For |
| 1e | Elect Director Sunita Holzer | Management | For | For |
| 1f | Elect Director Kevin M. O'Dowd | Management | For | For |
| 1g | Elect Director Christopher J. Paladino | Management | For | For |
| 1h | Elect Director Michael J. Renna | Management | For | For |
| 1i | Elect Director Joseph M. Rigby | Management | For | For |
| 1j | Elect Director Frank L. Sims | Management | For | For |
| 2 | Approve Merger Agreement | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Adjourn Meeting | Management | For | For |
| SOUTH STATE CORPORATION Meeting Date: APR 27, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SSB Security ID: 840441109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald M. Cofield, Sr. | Management | For | For |
| 1b | Elect Director Shantella E. Cooper | Management | For | For |
| 1c | Elect Director John C. Corbett | Management | For | For |
| 1d | Elect Director Jean E. Davis | Management | For | For |
| 1e | Elect Director Martin B. Davis | Management | For | For |
| 1f | Elect Director Robert H. Demere, Jr. | Management | For | For |
| 1g | Elect Director Cynthia A. Hartley | Management | For | For |
| 1h | Elect Director Douglas J. Hertz | Management | For | For |
| 1i | Elect Director Robert R. Hill, Jr. | Management | For | For |
| 1j | Elect Director John H. Holcomb, III | Management | For | For |
| 1k | Elect Director Robert R. Horger | Management | For | For |
| 1l | Elect Director Charles W. McPherson | Management | For | For |
| 1m | Elect Director G. Ruffner Page, Jr. | Management | For | For |
| 1n | Elect Director Ernest S. Pinner | Management | For | For |
| 1o | Elect Director John C. Pollok | Management | For | For |
| 1p | Elect Director William Knox Pou, Jr. | Management | For | For |
| 1q | Elect Director David G. Salyers | Management | For | For |
| 1r | Elect Director Joshua A. Snively | Management | For | For |
| 1s | Elect Director Kevin P. Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Dixon Hughes Goodman LLP as Auditors | Management | For | For |
| SOUTHWEST GAS HOLDINGS, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 21, 2022 Meeting Type: PROXY CONTEST | ||||
| Ticker: SWX Security ID: 844895102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| Management Proxy (White Proxy Card) | ||||
| 1.1 | Elect Director Robert L. Boughner | Management | For | For |
| 1.2 | Elect Director Jose A. Cardenas | Management | For | For |
| 1.3 | Elect Director E. Renae Conley | Management | For | For |
| 1.4 | Elect Director John P. Hester | Management | For | For |
| 1.5 | Elect Director Jane Lewis-Raymond | Management | For | For |
| 1.6 | Elect Director Anne L. Mariucci | Management | For | For |
| 1.7 | Elect Director Carlos A. Ruisanchez | Management | For | For |
| 1.8 | Elect Director A. Randall Thoman | Management | For | For |
| 1.9 | Elect Director Thomas A. Thomas | Management | For | For |
| 1.10 | Elect Director Leslie T. Thornton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Bylaws | Shareholder | Against | Against |
| Proposal No | Proposal | Proposed By | Dissident Recommendation | Vote Cast |
| Dissident Proxy (Gold Proxy Card) | ||||
| 1A | Elect Director Nora Mead Brownell | Shareholder | For | Did Not Vote |
| 1B | Elect Director Marcie L. Edwards | Shareholder | For | Did Not Vote |
| 1C | Elect Director Andrew W. Evans | Shareholder | For | Did Not Vote |
| 1D | Elect Director H. Russell Frisby, Jr. | Shareholder | For | Did Not Vote |
| 1E | Elect Director Walter M. Higgins, III | Shareholder | For | Did Not Vote |
| 1F | Elect Director Rina Joshi | Shareholder | For | Did Not Vote |
| 1G | Elect Director Henry P. Linginfelter | Shareholder | For | Did Not Vote |
| 1H | Elect Director Jesse A. Lynn | Shareholder | For | Did Not Vote |
| 1I | Elect Director Ruby Sharma | Shareholder | For | Did Not Vote |
| 1J | Elect Director Andrew J. Teno | Shareholder | For | Did Not Vote |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Against | Did Not Vote |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | Did Not Vote |
| 4 | Amend Bylaws | Shareholder | For | Did Not Vote |
| 5 | Provide Right to Call a Special Meeting | Shareholder | For | Did Not Vote |
| SPECTRUM BRANDS HOLDINGS, INC. Meeting Date: AUG 03, 2021 Record Date: JUN 15, 2021 Meeting Type: ANNUAL | ||||
| Ticker: SPB Security ID: 84790A105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David M. Maura | Management | For | For |
| 1.2 | Elect Director Terry L. Polistina | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| SUMMIT HOTEL PROPERTIES, INC. Meeting Date: MAY 12, 2022 Record Date: MAR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: INN Security ID: 866082100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amina Belouizdad | Management | For | For |
| 1b | Elect Director Bjorn R. L. Hanson | Management | For | For |
| 1c | Elect Director Jeffrey W. Jones | Management | For | For |
| 1d | Elect Director Kenneth J. Kay | Management | For | For |
| 1e | Elect Director Mehul B. Patel | Management | For | For |
| 1f | Elect Director Jonathan P. Stanner | Management | For | For |
| 1g | Elect Director Thomas W. Storey | Management | For | For |
| 1h | Elect Director Hope S. Taitz | Management | For | For |
| 2 | Ratify Ernst & Young, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| TAPESTRY, INC. Meeting Date: NOV 03, 2021 Record Date: SEP 07, 2021 Meeting Type: ANNUAL | ||||
| Ticker: TPR Security ID: 876030107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director Darrell Cavens | Management | For | For |
| 1c | Elect Director Joanne Crevoiserat | Management | For | For |
| 1d | Elect Director David Denton | Management | For | For |
| 1e | Elect Director Hanneke Faber | Management | For | For |
| 1f | Elect Director Anne Gates | Management | For | For |
| 1g | Elect Director Thomas Greco | Management | For | For |
| 1h | Elect Director Pamela Lifford | Management | For | For |
| 1i | Elect Director Annabelle Yu Long | Management | For | For |
| 1j | Elect Director Ivan Menezes | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TECNOGLASS INC. Meeting Date: DEC 16, 2021 Record Date: NOV 18, 2021 Meeting Type: ANNUAL | ||||
| Ticker: TGLS Security ID: G87264100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Christian T. Daes | Management | For | For |
| 1B | Elect Director Julio A. Torres | Management | For | For |
| TERADATA CORPORATION Meeting Date: MAY 10, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TDC Security ID: 88076W103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cary T. Fu | Management | For | For |
| 1b | Elect Director Michael P. Gianoni | Management | For | For |
| 1c | Elect Director Joanne B. Olsen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THE BRINK'S COMPANY Meeting Date: MAY 06, 2022 Record Date: MAR 07, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BCO Security ID: 109696104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kathie J. Andrade | Management | For | For |
| 1b | Elect Director Paul G. Boynton | Management | For | For |
| 1c | Elect Director Ian D. Clough | Management | For | For |
| 1d | Elect Director Susan E. Docherty | Management | For | For |
| 1e | Elect Director Mark Eubanks | Management | For | For |
| 1f | Elect Director Michael J. Herling | Management | For | For |
| 1g | Elect Director A. Louis Parker | Management | For | For |
| 1h | Elect Director Douglas A. Pertz | Management | For | For |
| 1i | Elect Director Timothy J. Tynan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| THE TIMKEN COMPANY Meeting Date: MAY 06, 2022 Record Date: FEB 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TKR Security ID: 887389104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Maria A. Crowe | Management | For | For |
| 1.2 | Elect Director Elizabeth A. Harrell | Management | For | For |
| 1.3 | Elect Director Richard G. Kyle | Management | For | For |
| 1.4 | Elect Director Sarah C. Lauber | Management | For | For |
| 1.5 | Elect Director John A. Luke, Jr. | Management | For | For |
| 1.6 | Elect Director Christopher L. Mapes | Management | For | For |
| 1.7 | Elect Director James F. Palmer | Management | For | For |
| 1.8 | Elect Director Ajita G. Rajendra | Management | For | For |
| 1.9 | Elect Director Frank C. Sullivan | Management | For | For |
| 1.10 | Elect Director John M. Timken, Jr. | Management | For | For |
| 1.11 | Elect Director Ward J. Timken, Jr. | Management | For | For |
| 1.12 | Elect Director Jacqueline F. Woods | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Adopt Simple Majority Vote | Shareholder | Against | For |
| TOWNEBANK Meeting Date: MAY 25, 2022 Record Date: MAR 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TOWN Security ID: 89214P109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director G. Robert Aston, Jr. | Management | For | For |
| 1.2 | Elect Director Bradford L. Cherry | Management | For | For |
| 1.3 | Elect Director J. Morgan Davis | Management | For | For |
| 1.4 | Elect Director Harry T. Lester | Management | For | For |
| 1.5 | Elect Director William T. Morrison | Management | For | For |
| 1.6 | Elect Director Elizabeth W. Robertson | Management | For | For |
| 1.7 | Elect Director Dwight C. Schaubach | Management | For | For |
| 1.8 | Elect Director Richard B. Thurmond | Management | For | For |
| 2 | Ratify Dixon Hughes Goodman LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TOWNSQUARE MEDIA, INC. Meeting Date: MAY 10, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TSQ Security ID: 892231101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gary Ginsberg | Management | For | Withhold |
| 1.2 | Elect Director Steven Price | Management | For | Withhold |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| UMB FINANCIAL CORPORATION Meeting Date: APR 26, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: UMBF Security ID: 902788108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robin C. Beery | Management | For | For |
| 1.2 | Elect Director Janine A. Davidson | Management | For | For |
| 1.3 | Elect Director Kevin C. Gallagher | Management | For | For |
| 1.4 | Elect Director Greg M. Graves | Management | For | For |
| 1.5 | Elect Director Alexander C. Kemper | Management | For | For |
| 1.6 | Elect Director J. Mariner Kemper | Management | For | For |
| 1.7 | Elect Director Gordon E. Lansford, III | Management | For | For |
| 1.8 | Elect Director Timothy R. Murphy | Management | For | For |
| 1.9 | Elect Director Tamara M. Peterman | Management | For | For |
| 1.10 | Elect Director Kris A. Robbins | Management | For | For |
| 1.11 | Elect Director L. Joshua Sosland | Management | For | For |
| 1.12 | Elect Director Leroy J. Williams, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| VALLEY NATIONAL BANCORP Meeting Date: JAN 13, 2022 Record Date: NOV 19, 2021 Meeting Type: SPECIAL | ||||
| Ticker: VLY Security ID: 919794107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| VALLEY NATIONAL BANCORP Meeting Date: MAY 17, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VLY Security ID: 919794107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew B. Abramson | Management | For | For |
| 1b | Elect Director Ronen Agassi | Management | For | Against |
| 1c | Elect Director Peter J. Baum | Management | For | For |
| 1d | Elect Director Eric P. Edelstein | Management | For | For |
| 1e | Elect Director Marc J. Lenner | Management | For | For |
| 1f | Elect Director Peter V. Maio | Management | For | For |
| 1g | Elect Director Avner Mendelson | Management | For | For |
| 1h | Elect Director Ira Robbins | Management | For | For |
| 1i | Elect Director Suresh L. Sani | Management | For | For |
| 1j | Elect Director Lisa J. Schultz | Management | For | For |
| 1k | Elect Director Jennifer W. Steans | Management | For | For |
| 1l | Elect Director Jeffrey S. Wilks | Management | For | For |
| 1m | Elect Director Sidney S. Williams, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| VERITEX HOLDINGS, INC. Meeting Date: MAY 17, 2022 Record Date: APR 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VBTX Security ID: 923451108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director C. Malcolm Holland, III | Management | For | For |
| 1.2 | Elect Director Arcilia Acosta | Management | For | For |
| 1.3 | Elect Director Pat S. Bolin | Management | For | For |
| 1.4 | Elect Director April Box | Management | For | For |
| 1.5 | Elect Director Blake Bozman | Management | For | For |
| 1.6 | Elect Director William D. Ellis | Management | For | For |
| 1.7 | Elect Director William E. Fallon | Management | For | For |
| 1.8 | Elect Director Mark C. Griege | Management | For | For |
| 1.9 | Elect Director Gordon Huddleston | Management | For | For |
| 1.10 | Elect Director Steven D. Lerner | Management | For | For |
| 1.11 | Elect Director Manuel J. Mehos | Management | For | For |
| 1.12 | Elect Director Gregory B. Morrison | Management | For | For |
| 1.13 | Elect Director John T. Sughrue | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| VONTIER CORPORATION Meeting Date: MAY 25, 2022 Record Date: MAR 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VNT Security ID: 928881101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert L. Eatroff | Management | For | For |
| 1b | Elect Director Martin Gafinowitz | Management | For | For |
| 1c | Elect Director Andrew D. Miller | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirements | Management | For | For |
| WEINGARTEN REALTY INVESTORS Meeting Date: AUG 03, 2021 Record Date: JUN 21, 2021 Meeting Type: SPECIAL | ||||
| Ticker: WRI Security ID: 948741103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| 3 | Adjourn Meeting | Management | For | For |
Value
| ADVANCE AUTO PARTS, INC. Meeting Date: MAY 19, 2022 Record Date: MAR 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AAP Security ID: 00751Y106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carla J. Bailo | Management | For | For |
| 1b | Elect Director John F. Ferraro | Management | For | For |
| 1c | Elect Director Thomas R. Greco | Management | For | For |
| 1d | Elect Director Joan M. Hilson | Management | For | For |
| 1e | Elect Director Jeffrey J. Jones, II | Management | For | For |
| 1f | Elect Director Eugene I. Lee, Jr. | Management | For | For |
| 1g | Elect Director Douglas A. Pertz | Management | For | For |
| 1h | Elect Director Sherice R. Torres | Management | For | For |
| 1i | Elect Director Nigel Travis | Management | For | For |
| 1j | Elect Director Arthur L. Valdez, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | For |
| AFLAC INCORPORATED Meeting Date: MAY 02, 2022 Record Date: FEB 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AFL Security ID: 001055102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel P. Amos | Management | For | For |
| 1b | Elect Director W. Paul Bowers | Management | For | For |
| 1c | Elect Director Arthur R. Collins | Management | For | For |
| 1d | Elect Director Toshihiko Fukuzawa | Management | For | For |
| 1e | Elect Director Thomas J. Kenny | Management | For | For |
| 1f | Elect Director Georgette D. Kiser | Management | For | For |
| 1g | Elect Director Karole F. Lloyd | Management | For | For |
| 1h | Elect Director Nobuchika Mori | Management | For | For |
| 1i | Elect Director Joseph L. Moskowitz | Management | For | For |
| 1j | Elect Director Barbara K. Rimer | Management | For | For |
| 1k | Elect Director Katherine T. Rohrer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| AKZO NOBEL NV Meeting Date: APR 22, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AKZA Security ID: N01803308 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3.a | Adopt Financial Statements | Management | For | For |
| 3.b | Discuss on the Company's Dividend Policy | Management | None | None |
| 3.c | Approve Allocation of Income and Dividends | Management | For | For |
| 3.d | Approve Remuneration Report | Management | For | Against |
| 4.a | Approve Discharge of Management Board | Management | For | For |
| 4.b | Approve Discharge of Supervisory Board | Management | For | For |
| 5.a | Amend Remuneration Policy for Management Board | Management | For | For |
| 6.a | Reelect M.J. de Vries to Management Board | Management | For | For |
| 7.a | Elect E. Baiget to Supervisory Board | Management | For | For |
| 7.b | Elect H. van Bylen to Supervisory Board | Management | For | For |
| 7.c | Reelect N.S. Andersen to Supervisory Board | Management | For | For |
| 7.d | Reelect B.E. Grote to Supervisory Board | Management | For | For |
| 8.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 8.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 10 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 11 | Close Meeting | Management | None | None |
| ANRITSU CORP. Meeting Date: JUN 28, 2022 Record Date: MAR 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 6754 Security ID: J01554104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Allocation of Income, with a Final Dividend of JPY 20 | Management | For | For |
| 2 | Amend Articles to Disclose Shareholder Meeting Materials on Internet | Management | For | For |
| 3.1 | Elect Director Hamada, Hirokazu | Management | For | For |
| 3.2 | Elect Director Kubota, Akifumi | Management | For | For |
| 3.3 | Elect Director Niimi, Masumi | Management | For | For |
| 3.4 | Elect Director Shima, Takeshi | Management | For | For |
| 3.5 | Elect Director Aoki, Kazuyoshi | Management | For | For |
| 3.6 | Elect Director Masamura, Tatsuro | Management | For | For |
| 4 | Approve Annual Bonus | Management | For | For |
| AT&T INC. Meeting Date: MAY 19, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: T Security ID: 00206R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Samuel A. Di Piazza, Jr. *Withdrawn Resolution* | Management | None | None |
| 1.2 | Elect Director Scott T. Ford | Management | For | For |
| 1.3 | Elect Director Glenn H. Hutchins | Management | For | For |
| 1.4 | Elect Director William E. Kennard | Management | For | For |
| 1.5 | Elect Director Debra L. Lee *Withdrawn Resolution* | Management | None | None |
| 1.6 | Elect Director Stephen J. Luczo | Management | For | For |
| 1.7 | Elect Director Michael B. McCallister | Management | For | For |
| 1.8 | Elect Director Beth E. Mooney | Management | For | For |
| 1.9 | Elect Director Matthew K. Rose | Management | For | For |
| 1.10 | Elect Director John T. Stankey | Management | For | For |
| 1.11 | Elect Director Cynthia B. Taylor | Management | For | For |
| 1.12 | Elect Director Luis A. Ubinas | Management | For | For |
| 1.13 | Elect Director Geoffrey Y. Yang *Withdrawn Resolution* | Management | None | None |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| ATMOS ENERGY CORPORATION Meeting Date: FEB 09, 2022 Record Date: DEC 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ATO Security ID: 049560105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director J. Kevin Akers | Management | For | For |
| 1b | Elect Director Kim R. Cocklin | Management | For | For |
| 1c | Elect Director Kelly H. Compton | Management | For | For |
| 1d | Elect Director Sean Donohue | Management | For | For |
| 1e | Elect Director Rafael G. Garza | Management | For | For |
| 1f | Elect Director Richard K. Gordon | Management | For | For |
| 1g | Elect Director Nancy K. Quinn | Management | For | For |
| 1h | Elect Director Richard A. Sampson | Management | For | For |
| 1i | Elect Director Diana J. Walters | Management | For | For |
| 1j | Elect Director Frank Yoho | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BAE SYSTEMS PLC Meeting Date: MAY 05, 2022 Record Date: MAY 03, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BA Security ID: G06940103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Nicholas Anderson as Director | Management | For | For |
| 5 | Re-elect Thomas Arseneault as Director | Management | For | For |
| 6 | Re-elect Sir Roger Carr as Director | Management | For | For |
| 7 | Re-elect Dame Elizabeth Corley as Director | Management | For | For |
| 8 | Re-elect Bradley Greve as Director | Management | For | For |
| 9 | Re-elect Jane Griffiths as Director | Management | For | For |
| 10 | Re-elect Christopher Grigg as Director | Management | For | For |
| 11 | Re-elect Stephen Pearce as Director | Management | For | For |
| 12 | Re-elect Nicole Piasecki as Director | Management | For | For |
| 13 | Re-elect Charles Woodburn as Director | Management | For | For |
| 14 | Elect Crystal E Ashby as Director | Management | For | For |
| 15 | Elect Ewan Kirk as Director | Management | For | For |
| 16 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Approve Share Incentive Plan | Management | For | For |
| 20 | Authorise Issue of Equity | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 22 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| BAKER HUGHES COMPANY Meeting Date: MAY 17, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BKR Security ID: 05722G100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Geoffrey Beattie | Management | For | For |
| 1.2 | Elect Director Gregory D. Brenneman | Management | For | For |
| 1.3 | Elect Director Cynthia B. Carroll | Management | For | For |
| 1.4 | Elect Director Nelda J. Connors | Management | For | For |
| 1.5 | Elect Director Michael R. Dumais | Management | For | For |
| 1.6 | Elect Director Gregory L. Ebel | Management | For | For |
| 1.7 | Elect Director Lynn L. Elsenhans | Management | For | For |
| 1.8 | Elect Director John G. Rice | Management | For | For |
| 1.9 | Elect Director Lorenzo Simonelli | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| BANK OF AMERICA CORPORATION Meeting Date: APR 26, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BAC Security ID: 060505104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1c | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1d | Elect Director Arnold W. Donald | Management | For | For |
| 1e | Elect Director Linda P. Hudson | Management | For | For |
| 1f | Elect Director Monica C. Lozano | Management | For | For |
| 1g | Elect Director Brian T. Moynihan | Management | For | For |
| 1h | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Clayton S. Rose | Management | For | For |
| 1k | Elect Director Michael D. White | Management | For | For |
| 1l | Elect Director Thomas D. Woods | Management | For | For |
| 1m | Elect Director R. David Yost | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | Management | For | For |
| 5 | Report on Civil Rights and Nondiscrimination Audit | Shareholder | Against | Against |
| 6 | Adopt Fossil Fuel Lending Policy Consistent with IEA's Net Zero 2050 Scenario | Shareholder | Against | Against |
| 7 | Report on Charitable Contributions | Shareholder | Against | Against |
| BERKSHIRE HATHAWAY INC. Meeting Date: APR 30, 2022 Record Date: MAR 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BRK.B Security ID: 084670108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Susan A. Buffett | Management | For | For |
| 1.6 | Elect Director Stephen B. Burke | Management | For | Withhold |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | Withhold |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | Withhold |
| 1.10 | Elect Director David S. Gottesman | Management | For | Withhold |
| 1.11 | Elect Director Charlotte Guyman | Management | For | Withhold |
| 1.12 | Elect Director Ajit Jain | Management | For | For |
| 1.13 | Elect Director Ronald L. Olson | Management | For | For |
| 1.14 | Elect Director Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Require Independent Board Chair | Shareholder | Against | For |
| 3 | Report on Climate-Related Risks and Opportunities | Shareholder | Against | For |
| 4 | Report on GHG Emissions Reduction Targets | Shareholder | Against | For |
| 5 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| BERKSHIRE HATHAWAY INC. Meeting Date: APR 30, 2022 Record Date: MAR 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BRK.B Security ID: 084670702 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Susan A. Buffett | Management | For | For |
| 1.6 | Elect Director Stephen B. Burke | Management | For | Withhold |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | Withhold |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | Withhold |
| 1.10 | Elect Director David S. Gottesman | Management | For | Withhold |
| 1.11 | Elect Director Charlotte Guyman | Management | For | Withhold |
| 1.12 | Elect Director Ajit Jain | Management | For | For |
| 1.13 | Elect Director Ronald L. Olson | Management | For | For |
| 1.14 | Elect Director Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Require Independent Board Chair | Shareholder | Against | For |
| 3 | Report on Climate-Related Risks and Opportunities | Shareholder | Against | For |
| 4 | Report on GHG Emissions Reduction Targets | Shareholder | Against | For |
| 5 | Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| BHP GROUP LIMITED Meeting Date: NOV 11, 2021 Record Date: NOV 09, 2021 Meeting Type: ANNUAL | ||||
| Ticker: BHP Security ID: Q1498M100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Appoint Ernst & Young LLP as Auditor of the Company | Management | For | For |
| 3 | Authorize the Risk and Audit Committee to Fix Remuneration of the Auditors | Management | For | For |
| 4 | Approve General Authority to Issue Shares in BHP Group Plc | Management | For | For |
| 5 | Approve General Authority to Issue Shares in BHP Group Plc for Cash | Management | For | For |
| 6 | Approve the Repurchase of Shares in BHP Group Plc | Management | For | For |
| 7 | Approve Remuneration Report for UK Law Purposes | Management | For | For |
| 8 | Approve Remuneration Report for Australian Law Purposes | Management | For | For |
| 9 | Approve Grant of Awards to Mike Henry | Management | For | For |
| 10 | Elect Terry Bowen as Director | Management | For | For |
| 11 | Elect Malcolm Broomhead as Director | Management | For | For |
| 12 | Elect Xiaoqun Clever as Director | Management | For | For |
| 13 | Elect Ian Cockerill as Director | Management | For | For |
| 14 | Elect Gary Goldberg as Director | Management | For | For |
| 15 | Elect Mike Henry as Director | Management | For | For |
| 16 | Elect Ken MacKenzie as Director | Management | For | Against |
| 17 | Elect John Mogford as Director | Management | For | For |
| 18 | Elect Christine O'Reilly as Director | Management | For | For |
| 19 | Elect Dion Weisler as Director | Management | For | For |
| 20 | Approve Climate Transition Action Plan | Management | For | Against |
| 21 | Amend Constitution of BHP Group Limited | Shareholder | Against | Against |
| 22 | Approve Climate-Related Lobbying | Shareholder | For | For |
| 23 | Approve Capital Protection | Shareholder | Against | For |
| BHP GROUP LIMITED Meeting Date: JAN 20, 2022 Record Date: JAN 18, 2022 Meeting Type: SPECIAL | ||||
| Ticker: BHP Security ID: Q1498M100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Amendments to Limited Constitution | Management | For | For |
| 2 | Approve Limited Special Voting Share Buy-back | Management | For | For |
| 3 | Approve DLC Dividend Share Buy-back | Management | For | For |
| 4 | Approve Plc Special Voting Share Buy-back (Class Rights Action) | Management | For | For |
| 5 | Approve Change in the Status of Plc (Class Rights Action) | Management | For | For |
| BORGWARNER INC. Meeting Date: APR 27, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BWA Security ID: 099724106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Sara A. Greenstein | Management | For | For |
| 1B | Elect Director David S. Haffner | Management | For | For |
| 1C | Elect Director Michael S. Hanley | Management | For | For |
| 1D | Elect Director Frederic B. Lissalde | Management | For | For |
| 1E | Elect Director Paul A. Mascarenas | Management | For | For |
| 1F | Elect Director Shaun E. McAlmont | Management | For | For |
| 1G | Elect Director Deborah D. McWhinney | Management | For | For |
| 1H | Elect Director Alexis P. Michas | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Right to Act by Written Consent | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| BRISTOL-MYERS SQUIBB COMPANY Meeting Date: MAY 03, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BMY Security ID: 110122108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Giovanni Caforio | Management | For | For |
| 1C | Elect Director Julia A. Haller | Management | For | For |
| 1D | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1E | Elect Director Paula A. Price | Management | For | For |
| 1F | Elect Director Derica W. Rice | Management | For | For |
| 1G | Elect Director Theodore R. Samuels | Management | For | For |
| 1H | Elect Director Gerald L. Storch | Management | For | For |
| 1I | Elect Director Karen H. Vousden | Management | For | For |
| 1J | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 5 | Require Independent Board Chair | Shareholder | Against | For |
| CARDINAL HEALTH, INC. Meeting Date: NOV 05, 2021 Record Date: SEP 07, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CAH Security ID: 14149Y108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carrie S. Cox | Management | For | For |
| 1b | Elect Director Bruce L. Downey | Management | For | For |
| 1c | Elect Director Sheri H. Edison | Management | For | For |
| 1d | Elect Director David C. Evans | Management | For | For |
| 1e | Elect Director Patricia A. Hemingway Hall | Management | For | For |
| 1f | Elect Director Akhil Johri | Management | For | For |
| 1g | Elect Director Michael C. Kaufmann | Management | For | For |
| 1h | Elect Director Gregory B. Kenny | Management | For | For |
| 1i | Elect Director Nancy Killefer | Management | For | For |
| 1j | Elect Director Dean A. Scarborough | Management | For | For |
| 1k | Elect Director John H. Weiland | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CHEVRON CORPORATION Meeting Date: MAY 25, 2022 Record Date: MAR 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CVX Security ID: 166764100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director Ronald D. Sugar | Management | For | For |
| 1k | Elect Director D. James Umpleby, III | Management | For | For |
| 1l | Elect Director Michael K. Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Adopt Medium and Long-Term GHG Emissions Reduction Targets | Shareholder | Against | For |
| 6 | Issue Audited Net-Zero Scenario Analysis Report | Shareholder | Against | For |
| 7 | Oversee and Report on Reliability of Methane Emission Disclosures | Shareholder | For | For |
| 8 | Report on Business with Conflict-Complicit Governments | Shareholder | Against | Against |
| 9 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 10 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| CHUBB LIMITED Meeting Date: NOV 03, 2021 Record Date: SEP 10, 2021 Meeting Type: EXTRAORDINARY SHAREHOLDERS | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify Share Repurchase Program | Management | For | For |
| 2 | Approve CHF 349,339,410 Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 3 | Transact Other Business (Voting) | Management | For | Against |
| CHUBB LIMITED Meeting Date: MAY 19, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CB Security ID: H1467J104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | Against |
| 5.2 | Elect Director Michael P. Connors | Management | For | Against |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Sheila P. Burke | Management | For | For |
| 5.6 | Elect Director Mary Cirillo | Management | For | Against |
| 5.7 | Elect Director Robert J. Hugin | Management | For | For |
| 5.8 | Elect Director Robert W. Scully | Management | For | For |
| 5.9 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.10 | Elect Director David H. Sidwell | Management | For | For |
| 5.11 | Elect Director Olivier Steimer | Management | For | For |
| 5.12 | Elect Director Luis Tellez | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | Against |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect Mary Cirillo as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9 | Approve Creation of Authorized Capital With or Without Preemptive Rights | Management | For | For |
| 10 | Approve CHF 318,275,265 Reduction in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 4.8 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 54 Million for Fiscal 2023 | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Adopt and Disclose Policies to Ensure Underwriting Does Not Support New Fossil Fuel Supplies | Shareholder | Against | For |
| 14 | Report on Efforts to Reduce GHG Emissions Associated with Underwriting, Insuring, and Investing | Shareholder | Against | For |
| CIGNA CORPORATION Meeting Date: APR 27, 2022 Record Date: MAR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CI Security ID: 125523100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 5 | Report on Gender Pay Gap | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | For |
| CIMAREX ENERGY CO. Meeting Date: SEP 29, 2021 Record Date: AUG 10, 2021 Meeting Type: SPECIAL | ||||
| Ticker: XEC Security ID: 171798101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Amend Charter to Give Holders of Preferred Stock the Right to Vote with Holders of Common Stock as a Single Class on All Matters Submitted to a Vote of Such Common Stockholders | Management | For | For |
| 3 | Advisory Vote on Golden Parachutes | Management | For | For |
| CISCO SYSTEMS, INC. Meeting Date: DEC 13, 2021 Record Date: OCT 15, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CSCO Security ID: 17275R102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Michele Burns | Management | For | For |
| 1b | Elect Director Wesley G. Bush | Management | For | For |
| 1c | Elect Director Michael D. Capellas | Management | For | For |
| 1d | Elect Director Mark Garrett | Management | For | For |
| 1e | Elect Director John D. Harris, II | Management | For | For |
| 1f | Elect Director Kristina M. Johnson | Management | For | For |
| 1g | Elect Director Roderick C. McGeary | Management | For | For |
| 1h | Elect Director Charles H. Robbins | Management | For | For |
| 1i | Elect Director Brenton L. Saunders | Management | For | For |
| 1j | Elect Director Lisa T. Su | Management | For | For |
| 1k | Elect Director Marianna Tessel | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | Against |
| COMERICA INCORPORATED Meeting Date: APR 26, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CMA Security ID: 200340107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael E. Collins | Management | For | For |
| 1.2 | Elect Director Roger A. Cregg | Management | For | For |
| 1.3 | Elect Director Curtis C. Farmer | Management | For | For |
| 1.4 | Elect Director Nancy Flores | Management | For | For |
| 1.5 | Elect Director Jacqueline P. Kane | Management | For | For |
| 1.6 | Elect Director Richard G. Lindner | Management | For | For |
| 1.7 | Elect Director Barbara R. Smith | Management | For | For |
| 1.8 | Elect Director Robert S. Taubman | Management | For | For |
| 1.9 | Elect Director Reginald M. Turner, Jr. | Management | For | For |
| 1.10 | Elect Director Nina G. Vaca | Management | For | For |
| 1.11 | Elect Director Michael G. Van de Ven | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CONAGRA BRANDS, INC. Meeting Date: SEP 15, 2021 Record Date: JUL 26, 2021 Meeting Type: ANNUAL | ||||
| Ticker: CAG Security ID: 205887102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anil Arora | Management | For | For |
| 1b | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1c | Elect Director Emanuel "Manny" Chirico | Management | For | For |
| 1d | Elect Director Sean M. Connolly | Management | For | For |
| 1e | Elect Director Joie A. Gregor | Management | For | For |
| 1f | Elect Director Fran Horowitz | Management | For | For |
| 1g | Elect Director Rajive Johri | Management | For | For |
| 1h | Elect Director Richard H. Lenny | Management | For | For |
| 1i | Elect Director Melissa Lora | Management | For | For |
| 1j | Elect Director Ruth Ann Marshall | Management | For | For |
| 1k | Elect Director Craig P. Omtvedt | Management | For | For |
| 1l | Elect Director Scott Ostfeld | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| CONOCOPHILLIPS Meeting Date: MAY 10, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: COP Security ID: 20825C104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Caroline Maury Devine | Management | For | For |
| 1b | Elect Director Jody Freeman | Management | For | For |
| 1c | Elect Director Gay Huey Evans | Management | For | For |
| 1d | Elect Director Jeffrey A. Joerres | Management | For | For |
| 1e | Elect Director Ryan M. Lance | Management | For | For |
| 1f | Elect Director Timothy A. Leach | Management | For | For |
| 1g | Elect Director William H. McRaven | Management | For | For |
| 1h | Elect Director Sharmila Mulligan | Management | For | For |
| 1i | Elect Director Eric D. Mullins | Management | For | For |
| 1j | Elect Director Arjun N. Murti | Management | For | For |
| 1k | Elect Director Robert A. Niblock | Management | For | For |
| 1l | Elect Director David T. Seaton | Management | For | For |
| 1m | Elect Director R.A. Walker | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 5 | Provide Right to Call Special Meeting | Management | For | For |
| 6 | Provide Right to Call Special Meetings | Shareholder | Against | For |
| 7 | Report on GHG Emissions Reduction Targets | Shareholder | Against | For |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CVS HEALTH CORPORATION Meeting Date: MAY 11, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: CVS Security ID: 126650100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fernando Aguirre | Management | For | For |
| 1b | Elect Director C. David Brown, II | Management | For | For |
| 1c | Elect Director Alecia A. DeCoudreaux | Management | For | For |
| 1d | Elect Director Nancy-Ann M. DeParle | Management | For | For |
| 1e | Elect Director Roger N. Farah | Management | For | For |
| 1f | Elect Director Anne M. Finucane | Management | For | For |
| 1g | Elect Director Edward J. Ludwig | Management | For | For |
| 1h | Elect Director Karen S. Lynch | Management | For | For |
| 1i | Elect Director Jean-Pierre Millon | Management | For | For |
| 1j | Elect Director Mary L. Schapiro | Management | For | For |
| 1k | Elect Director William C. Weldon | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Workplace Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Adopt a Policy on Paid Sick Leave for All Employees | Shareholder | Against | Against |
| 8 | Report on External Public Health Costs and Impact on Diversified Shareholders | Shareholder | Against | Against |
| DANONE SA Meeting Date: APR 26, 2022 Record Date: APR 22, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: BN Security ID: F12033134 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.94 per Share | Management | For | For |
| 4 | Ratify Appointment of Valerie Chapoulaud-Floquet as Director | Management | For | For |
| 5 | Elect Antoine de Saint-Afrique as Director | Management | For | For |
| 6 | Elect Patrice Louvet as Director | Management | For | For |
| 7 | Elect Geraldine Picaud as Director | Management | For | For |
| 8 | Elect Susan Roberts as Director | Management | For | For |
| 9 | Renew Appointment of Ernst & Young Audit as Auditor | Management | For | For |
| 10 | Appoint Mazars & Associes as Auditor | Management | For | For |
| 11 | Approve Transaction with Veronique Penchienati-Bosetta | Management | For | For |
| 12 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 13 | Approve Compensation of Veronique Penchienati-Bosseta, CEO From March 14 to September 14, 2021 | Management | For | For |
| 14 | Approve Compensation of Shane Grant, Vice-CEO From March 14 to September 14, 2021 | Management | For | For |
| 15 | Approve Compensation of Antoine de Saint-Afrique, CEO Since 15 September 2021 | Management | For | For |
| 16 | Approve Compensation of Gilles Schnepp, Chairman of the Board Since 14 March 2021 | Management | For | For |
| 17 | Approve Remuneration Policy of Executive Corporate Officers | Management | For | For |
| 18 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 19 | Approve Remuneration Policy of Directors | Management | For | For |
| 20 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 21 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 22 | Authorize up to 0.5 Percent of Issued Capital for Use in Restricted Stock Plans with Performance Conditions Attached | Management | For | Against |
| 23 | Authorize up to 0.2 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | Against |
| 24 | Amend Article 19.2 of Bylaws Re: Age Limit of CEO and Vice-CEO | Management | For | For |
| 25 | Amend Article 18.1 of Bylaws Re: Age Limit of Chairman of the Board | Management | For | For |
| 26 | Amend Article 17 of Bylaws Re: Shares Held by Directors | Management | For | For |
| 27 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| A | Amend Article 18 of Bylaws: Role of Honorary Chairman | Shareholder | Against | Against |
| DEVON ENERGY CORPORATION Meeting Date: JUN 08, 2022 Record Date: APR 11, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DVN Security ID: 25179M103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barbara M. Baumann | Management | For | For |
| 1.2 | Elect Director John E. Bethancourt | Management | For | For |
| 1.3 | Elect Director Ann G. Fox | Management | For | For |
| 1.4 | Elect Director David A. Hager | Management | For | For |
| 1.5 | Elect Director Kelt Kindick | Management | For | For |
| 1.6 | Elect Director John Krenicki, Jr. | Management | For | For |
| 1.7 | Elect Director Karl F. Kurz | Management | For | For |
| 1.8 | Elect Director Robert A. Mosbacher, Jr. | Management | For | For |
| 1.9 | Elect Director Richard E. Muncrief | Management | For | For |
| 1.10 | Elect Director Duane C. Radtke | Management | For | For |
| 1.11 | Elect Director Valerie M. Williams | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| DOLLAR TREE, INC. Meeting Date: JUN 30, 2022 Record Date: APR 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DLTR Security ID: 256746108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas W. Dickson | Management | For | For |
| 1b | Elect Director Richard W. Dreiling | Management | For | For |
| 1c | Elect Director Cheryl W. Grise | Management | For | For |
| 1d | Elect Director Daniel J. Heinrich | Management | For | For |
| 1e | Elect Director Paul C. Hilal | Management | For | For |
| 1f | Elect Director Edward J. Kelly, III | Management | For | For |
| 1g | Elect Director Mary A. Laschinger | Management | For | For |
| 1h | Elect Director Jeffrey G. Naylor | Management | For | For |
| 1i | Elect Director Winnie Y. Park | Management | For | For |
| 1j | Elect Director Bertram L. Scott | Management | For | For |
| 1k | Elect Director Stephanie P. Stahl | Management | For | For |
| 1l | Elect Director Michael A. Witynski | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | For |
| EDISON INTERNATIONAL Meeting Date: APR 28, 2022 Record Date: MAR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EIX Security ID: 281020107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeanne Beliveau-Dunn | Management | For | For |
| 1b | Elect Director Michael C. Camunez | Management | For | For |
| 1c | Elect Director Vanessa C.L. Chang | Management | For | For |
| 1d | Elect Director James T. Morris | Management | For | For |
| 1e | Elect Director Timothy T. O'Toole | Management | For | For |
| 1f | Elect Director Pedro J. Pizarro | Management | For | For |
| 1g | Elect Director Marcy L. Reed | Management | For | For |
| 1h | Elect Director Carey A. Smith | Management | For | For |
| 1i | Elect Director Linda G. Stuntz | Management | For | For |
| 1j | Elect Director Peter J. Taylor | Management | For | For |
| 1k | Elect Director Keith Trent | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EMERSON ELECTRIC CO. Meeting Date: FEB 01, 2022 Record Date: NOV 23, 2021 Meeting Type: ANNUAL | ||||
| Ticker: EMR Security ID: 291011104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joshua B. Bolten | Management | For | For |
| 1.2 | Elect Director William H. Easter, III | Management | For | For |
| 1.3 | Elect Director Surendralal (Lal) L. Karsanbhai | Management | For | For |
| 1.4 | Elect Director Lori M. Lee | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ENGIE SA Meeting Date: APR 21, 2022 Record Date: APR 19, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: ENGI Security ID: F7629A107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 0.85 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | For |
| 5 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 6 | Reelect Jean-Pierre Clamadieu as Director | Management | For | For |
| 7 | Reelect Ross McInnes as Director | Management | For | For |
| 8 | Elect Marie-Claire Daveu as Director | Management | For | For |
| 9 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 10 | Approve Compensation of Jean-Pierre Clamadieu, Chairman of the Board | Management | For | For |
| 11 | Approve Compensation of Catherine MacGregor, CEO | Management | For | For |
| 12 | Approve Remuneration Policy of Directors | Management | For | For |
| 13 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 14 | Approve Remuneration Policy of CEO | Management | For | For |
| 15 | Approve Company's Climate Transition Plan | Management | For | For |
| 16 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 225 Million | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 225 Million | Management | For | For |
| 18 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 225 Million | Management | For | For |
| 19 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Item 15, 16 and 17 | Management | For | For |
| 20 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 21 | Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 15-19 and 23-24 at EUR 265 Million | Management | For | For |
| 22 | Authorize Capitalization of Reserves for Bonus Issue or Increase in Par Value | Management | For | For |
| 23 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 24 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 25 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Management | For | For |
| 26 | Authorize up to 0.75 Percent of Issued Capital for Use in Restricted Stock Plans Reserved for Employees, Corporate Officers and Employees of International Subsidiaries from Groupe Engie | Management | For | Against |
| 27 | Authorize up to 0.75 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | Against |
| 28 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| A | Approve Allocation of Income and Dividends of EUR 0.45 per Share | Shareholder | Against | Against |
| B | Subject to Approval of Item 3, Approve Allocation of Income 2023 and 2024 | Shareholder | Against | Against |
| EQT CORPORATION Meeting Date: JUL 16, 2021 Record Date: JUN 04, 2021 Meeting Type: SPECIAL | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Acquisition | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| EQT CORPORATION Meeting Date: APR 20, 2022 Record Date: FEB 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EQT Security ID: 26884L109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Lee M. Canaan | Management | For | For |
| 1.3 | Elect Director Janet L. Carrig | Management | For | For |
| 1.4 | Elect Director Frank C. Hu | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EQUINIX, INC. Meeting Date: MAY 25, 2022 Record Date: APR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: EQIX Security ID: 29444U700 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nanci Caldwell | Management | For | For |
| 1.2 | Elect Director Adaire Fox-Martin | Management | For | For |
| 1.3 | Elect Director Ron Guerrier | Management | For | For |
| 1.4 | Elect Director Gary Hromadko | Management | For | For |
| 1.5 | Elect Director Irving Lyons, III | Management | For | For |
| 1.6 | Elect Director Charles Meyers | Management | For | For |
| 1.7 | Elect Director Christopher Paisley | Management | For | For |
| 1.8 | Elect Director Sandra Rivera | Management | For | For |
| 1.9 | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| EXXON MOBIL CORPORATION Meeting Date: MAY 25, 2022 Record Date: APR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: XOM Security ID: 30231G102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Ursula M. Burns | Management | For | For |
| 1.5 | Elect Director Gregory J. Goff | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.11 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Remove Executive Perquisites | Shareholder | Against | For |
| 5 | Amend Bylaws to Limit Shareholder Rights for Proposal Submission | Shareholder | Against | Against |
| 6 | Set GHG Emissions Reduction targets Consistent With Paris Agreement Goal | Shareholder | Against | Against |
| 7 | Report on Low Carbon Business Planning | Shareholder | Against | Against |
| 8 | Report on Scenario Analysis Consistent with International Energy Agency's Net Zero by 2050 | Shareholder | Against | Against |
| 9 | Report on Reducing Plastic Pollution | Shareholder | Against | For |
| 10 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| F5, INC. Meeting Date: MAR 10, 2022 Record Date: JAN 05, 2022 Meeting Type: ANNUAL | ||||
| Ticker: FFIV Security ID: 315616102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sandra E. Bergeron | Management | For | For |
| 1b | Elect Director Elizabeth L. Buse | Management | For | For |
| 1c | Elect Director Michael L. Dreyer | Management | For | For |
| 1d | Elect Director Alan J. Higginson | Management | For | For |
| 1e | Elect Director Peter S. Klein | Management | For | For |
| 1f | Elect Director Francois Locoh-Donou | Management | For | For |
| 1g | Elect Director Nikhil Mehta | Management | For | For |
| 1h | Elect Director Michael F. Montoya | Management | For | For |
| 1i | Elect Director Marie E. Myers | Management | For | For |
| 1j | Elect Director James M. Phillips | Management | For | For |
| 1k | Elect Director Sripada Shivananda | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| GENERAL ELECTRIC COMPANY Meeting Date: MAY 04, 2022 Record Date: MAR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GE Security ID: 369604301 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen Angel | Management | For | For |
| 1b | Elect Director Sebastien Bazin | Management | For | For |
| 1c | Elect Director Ashton Carter | Management | For | For |
| 1d | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1e | Elect Director Francisco D'Souza | Management | For | For |
| 1f | Elect Director Edward Garden | Management | For | For |
| 1g | Elect Director Isabella Goren | Management | For | For |
| 1h | Elect Director Thomas Horton | Management | For | For |
| 1i | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1j | Elect Director Catherine Lesjak | Management | For | For |
| 1k | Elect Director Tomislav Mihaljevic | Management | For | For |
| 1l | Elect Director Paula Rosput Reynolds | Management | For | For |
| 1m | Elect Director Leslie Seidman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | Against |
| 5 | Approve Cessation of All Executive Stock Option and Bonus Programs | Shareholder | Against | Against |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Approve Nomination of Employee Representative Director | Shareholder | Against | Against |
| GENERAL MOTORS COMPANY Meeting Date: JUN 13, 2022 Record Date: APR 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: GM Security ID: 37045V100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Aneel Bhusri | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Linda R. Gooden | Management | For | For |
| 1e | Elect Director Joseph Jimenez | Management | For | For |
| 1f | Elect Director Judith A. Miscik | Management | For | For |
| 1g | Elect Director Patricia F. Russo | Management | For | For |
| 1h | Elect Director Thomas M. Schoewe | Management | For | For |
| 1i | Elect Director Carol M. Stephenson | Management | For | For |
| 1j | Elect Director Mark A. Tatum | Management | For | For |
| 1k | Elect Director Devin N. Wenig | Management | For | For |
| 1l | Elect Director Margaret C. Whitman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on the Use of Child Labor in Connection with Electric Vehicles | Shareholder | Against | For |
| HALLIBURTON COMPANY Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HAL Security ID: 406216101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Abdulaziz F. Al Khayyal | Management | For | For |
| 1b | Elect Director William E. Albrecht | Management | For | Against |
| 1c | Elect Director M. Katherine Banks | Management | For | For |
| 1d | Elect Director Alan M. Bennett | Management | For | For |
| 1e | Elect Director Milton Carroll | Management | For | Against |
| 1f | Elect Director Earl M. Cummings | Management | For | For |
| 1g | Elect Director Murry S. Gerber | Management | For | Against |
| 1h | Elect Director Robert A. Malone | Management | For | Against |
| 1i | Elect Director Jeffrey A. Miller | Management | For | For |
| 1j | Elect Director Bhavesh V. (Bob) Patel | Management | For | For |
| 1k | Elect Director Tobi M. Edwards Young | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| HEALTHPEAK PROPERTIES, INC. Meeting Date: APR 28, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PEAK Security ID: 42250P103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian G. Cartwright | Management | For | For |
| 1b | Elect Director Christine N. Garvey | Management | For | For |
| 1c | Elect Director R. Kent Griffin, Jr. | Management | For | For |
| 1d | Elect Director David B. Henry | Management | For | For |
| 1e | Elect Director Thomas M. Herzog | Management | For | For |
| 1f | Elect Director Lydia H. Kennard | Management | For | For |
| 1g | Elect Director Sara G. Lewis | Management | For | For |
| 1h | Elect Director Katherine M. Sandstrom | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HEARTLAND EXPRESS, INC. Meeting Date: MAY 12, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HTLD Security ID: 422347104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Gerdin | Management | For | For |
| 1.2 | Elect Director Larry J. Gordon | Management | For | For |
| 1.3 | Elect Director Benjamin J. Allen | Management | For | For |
| 1.4 | Elect Director Brenda S. Neville | Management | For | Withhold |
| 1.5 | Elect Director James G. Pratt | Management | For | For |
| 1.6 | Elect Director Michael J. Sullivan | Management | For | For |
| 1.7 | Elect Director David P. Millis | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HONDA MOTOR CO., LTD. Meeting Date: JUN 22, 2022 Record Date: MAR 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: 7267 Security ID: J22302111 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kuraishi, Seiji | Management | For | For |
| 1.2 | Elect Director Mibe, Toshihiro | Management | For | For |
| 1.3 | Elect Director Takeuchi, Kohei | Management | For | For |
| 1.4 | Elect Director Aoyama, Shinji | Management | For | For |
| 1.5 | Elect Director Suzuki, Asako | Management | For | For |
| 1.6 | Elect Director Suzuki, Masafumi | Management | For | For |
| 1.7 | Elect Director Sakai, Kunihiko | Management | For | For |
| 1.8 | Elect Director Kokubu, Fumiya | Management | For | For |
| 1.9 | Elect Director Ogawa, Yoichiro | Management | For | For |
| 1.10 | Elect Director Higashi, Kazuhiro | Management | For | For |
| 1.11 | Elect Director Nagata, Ryoko | Management | For | For |
| HP INC. Meeting Date: APR 19, 2022 Record Date: FEB 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HPQ Security ID: 40434L105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aida M. Alvarez | Management | For | For |
| 1b | Elect Director Shumeet Banerji | Management | For | For |
| 1c | Elect Director Robert R. Bennett | Management | For | For |
| 1d | Elect Director Charles "Chip" V. Bergh | Management | For | For |
| 1e | Elect Director Bruce Broussard | Management | For | For |
| 1f | Elect Director Stacy Brown-Philpot | Management | For | For |
| 1g | Elect Director Stephanie A. Burns | Management | For | For |
| 1h | Elect Director Mary Anne Citrino | Management | For | For |
| 1i | Elect Director Richard L. Clemmer | Management | For | For |
| 1j | Elect Director Enrique J. Lores | Management | For | For |
| 1k | Elect Director Judith "Jami" Miscik | Management | For | For |
| 1l | Elect Director Kim K.W. Rucker | Management | For | For |
| 1m | Elect Director Subra Suresh | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| HUBBELL INCORPORATED Meeting Date: MAY 03, 2022 Record Date: MAR 04, 2022 Meeting Type: ANNUAL | ||||
| Ticker: HUBB Security ID: 443510607 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gerben W. Bakker | Management | For | For |
| 1.2 | Elect Director Carlos M. Cardoso | Management | For | For |
| 1.3 | Elect Director Anthony J. Guzzi | Management | For | For |
| 1.4 | Elect Director Rhett A. Hernandez | Management | For | For |
| 1.5 | Elect Director Neal J. Keating | Management | For | For |
| 1.6 | Elect Director Bonnie C. Lind | Management | For | For |
| 1.7 | Elect Director John F. Malloy | Management | For | For |
| 1.8 | Elect Director Jennifer M. Pollino | Management | For | For |
| 1.9 | Elect Director John G. Russell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| IMI PLC Meeting Date: MAY 05, 2022 Record Date: MAY 03, 2022 Meeting Type: ANNUAL | ||||
| Ticker: IMI Security ID: G47152114 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3 | Approve Remuneration Report | Management | For | For |
| 4 | Re-elect Lord Smith of Kelvin as Director | Management | For | For |
| 5 | Re-elect Thomas Thune Andersen as Director | Management | For | For |
| 6 | Re-elect Caroline Dowling as Director | Management | For | For |
| 7 | Re-elect Katie Jackson as Director | Management | For | For |
| 8 | Re-elect Ajai Puri as Director | Management | For | For |
| 9 | Re-elect Isobel Sharp as Director | Management | For | For |
| 10 | Re-elect Daniel Shook as Director | Management | For | For |
| 11 | Re-elect Roy Twite as Director | Management | For | For |
| 12 | Approve Increase in the Maximum Aggregate Fees Payable to Directors | Management | For | For |
| 13 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Approve US Stock Purchase Plan | Management | For | For |
| A | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| B | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| C | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| D | Authorise the Company to Call General Meeting with 14 Working Days' Notice | Management | For | For |
| INTEL CORPORATION Meeting Date: MAY 12, 2022 Record Date: MAR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: INTC Security ID: 458140100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick P. Gelsinger | Management | For | For |
| 1b | Elect Director James J. Goetz | Management | For | For |
| 1c | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1d | Elect Director Alyssa H. Henry | Management | For | Against |
| 1e | Elect Director Omar Ishrak | Management | For | Against |
| 1f | Elect Director Risa Lavizzo-Mourey | Management | For | Against |
| 1g | Elect Director Tsu-Jae King Liu | Management | For | For |
| 1h | Elect Director Gregory D. Smith | Management | For | For |
| 1i | Elect Director Dion J. Weisler | Management | For | Against |
| 1j | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | For |
| INVESCO LTD. Meeting Date: MAY 12, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: IVZ Security ID: G491BT108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sarah E. Beshar | Management | For | For |
| 1.2 | Elect Director Thomas M. Finke | Management | For | For |
| 1.3 | Elect Director Martin L. Flanagan | Management | For | For |
| 1.4 | Elect Director William F. Glavin, Jr. | Management | For | For |
| 1.5 | Elect Director C. Robert Henrikson | Management | For | For |
| 1.6 | Elect Director Denis Kessler | Management | For | For |
| 1.7 | Elect Director Nigel Sheinwald | Management | For | For |
| 1.8 | Elect Director Paula C. Tolliver | Management | For | For |
| 1.9 | Elect Director G. Richard Wagoner, Jr. | Management | For | For |
| 1.10 | Elect Director Christopher C. Womack | Management | For | For |
| 1.11 | Elect Director Phoebe A. Wood | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| JDE PEET'S NV Meeting Date: MAY 11, 2022 Record Date: APR 13, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JDEP Security ID: N44664105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Board Report (Non-Voting) | Management | None | None |
| 2.b | Approve Remuneration Report | Management | For | Against |
| 2.c | Adopt Financial Statements | Management | For | For |
| 3.a | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3.b | Approve Dividends of EUR 0.70 Per Share | Management | For | For |
| 4.a | Approve Discharge of Executive Directors | Management | For | For |
| 4.b | Approve Discharge of Non-Executive Directors | Management | For | For |
| 5.a | Elect Ana Garcia Fau as Non-Executive Director | Management | For | For |
| 5.b | Elect Paula Lindenberg as Non-Executive Director | Management | For | For |
| 5.c | Elect Laura Stein as Non-Executive Director | Management | For | For |
| 6 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| 7.a | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 7.b | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights | Management | For | For |
| 7.c | Grant Board Authority to Issue Shares Up To 40 Percent of Issued Capital in Connection with a Rights Issue | Management | For | For |
| 8 | Other Business (Non-Voting) | Management | None | None |
| 9 | Discuss Voting Results | Management | None | None |
| 10 | Close Meeting | Management | None | None |
| JOHNSON & JOHNSON Meeting Date: APR 28, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JNJ Security ID: 478160104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Ian E. L. Davis | Management | For | For |
| 1e | Elect Director Jennifer A. Doudna | Management | For | For |
| 1f | Elect Director Joaquin Duato | Management | For | For |
| 1g | Elect Director Alex Gorsky | Management | For | For |
| 1h | Elect Director Marillyn A. Hewson | Management | For | For |
| 1i | Elect Director Hubert Joly | Management | For | For |
| 1j | Elect Director Mark B. McClellan | Management | For | For |
| 1k | Elect Director Anne M. Mulcahy | Management | For | For |
| 1l | Elect Director A. Eugene Washington | Management | For | For |
| 1m | Elect Director Mark A. Weinberger | Management | For | For |
| 1n | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Mandatory Arbitration Bylaw *Withdrawn Resolution* | Shareholder | None | None |
| 6 | Report on a Civil Rights, Equity, Diversity and Inclusion Audit | Shareholder | Against | Against |
| 7 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics | Shareholder | Against | Against |
| 9 | Report on Public Health Costs of Limited Sharing of Vaccine Technology | Shareholder | Against | Against |
| 10 | Discontinue Global Sales of Baby Powder Containing Talc | Shareholder | Against | Against |
| 11 | Report on Charitable Contributions | Shareholder | Against | Against |
| 12 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 13 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | For |
| 14 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| JPMORGAN CHASE & CO. Meeting Date: MAY 17, 2022 Record Date: MAR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: JPM Security ID: 46625H100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director James Dimon | Management | For | For |
| 1f | Elect Director Timothy P. Flynn | Management | For | For |
| 1g | Elect Director Mellody Hobson | Management | For | For |
| 1h | Elect Director Michael A. Neal | Management | For | For |
| 1i | Elect Director Phebe N. Novakovic | Management | For | For |
| 1j | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Adopt Fossil Fuel Financing Policy Consistent with IEA's Net Zero 2050 Scenario | Shareholder | Against | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Disclose Director Skills and Qualifications Including Ideological Perspectives | Shareholder | Against | Against |
| 8 | Amend Certificate of Incorporation to Become a Public Benefit Corporation | Shareholder | Against | Against |
| 9 | Report on Absolute Targets for Financed GHG Emissions in Line with Net Zero Commitments | Shareholder | Against | Against |
| KELLOGG COMPANY Meeting Date: APR 29, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: K Security ID: 487836108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rod Gillum | Management | For | For |
| 1b | Elect Director Mary Laschinger | Management | For | For |
| 1c | Elect Director Erica Mann | Management | For | For |
| 1d | Elect Director Carolyn Tastad | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Consider Pay Disparity Between CEO and Other Employees | Shareholder | Against | Against |
| KONINKLIJKE AHOLD DELHAIZE NV Meeting Date: APR 13, 2022 Record Date: MAR 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: AD Security ID: N0074E105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 4 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 5 | Approve Dividends | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Approve Discharge of Management Board | Management | For | For |
| 8 | Approve Discharge of Supervisory Board | Management | For | For |
| 9 | Reelect Bill McEwan to Supervisory Board | Management | For | For |
| 10 | Reelect Rene Hooft Graafland to Supervisory Board | Management | For | For |
| 11 | Reelect Pauline Van der Meer Mohr to Supervisory Board | Management | For | For |
| 12 | Reelect Wouter Kolk to Management Board | Management | For | For |
| 13 | Adopt Amended Remuneration Policy for Management Board | Management | For | For |
| 14 | Adopt Amended Remuneration Policy for Supervisory Board | Management | For | For |
| 15 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors for Financial Year 2022 | Management | For | For |
| 16 | Ratify KPMG Accountants N.V. as Auditors for Financial Year 2023 | Management | For | For |
| 17 | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 18 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 19 | Authorize Board to Acquire Common Shares | Management | For | For |
| 20 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 21 | Close Meeting | Management | None | None |
| M&T BANK CORPORATION Meeting Date: APR 25, 2022 Record Date: FEB 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MTB Security ID: 55261F104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John P. Barnes | Management | For | For |
| 1.2 | Elect Director Robert T. Brady | Management | For | For |
| 1.3 | Elect Director Calvin G. Butler, Jr. | Management | For | For |
| 1.4 | Elect Director Jane Chwick | Management | For | For |
| 1.5 | Elect Director William F. Cruger, Jr. | Management | For | For |
| 1.6 | Elect Director T. Jefferson Cunningham, III | Management | For | For |
| 1.7 | Elect Director Gary N. Geisel | Management | For | For |
| 1.8 | Elect Director Leslie V. Godridge | Management | For | For |
| 1.9 | Elect Director Rene F. Jones | Management | For | For |
| 1.10 | Elect Director Richard H. Ledgett, Jr. | Management | For | For |
| 1.11 | Elect Director Melinda R. Rich | Management | For | For |
| 1.12 | Elect Director Robert E. Sadler, Jr. | Management | For | For |
| 1.13 | Elect Director Denis J. Salamone | Management | For | For |
| 1.14 | Elect Director John R. Scannell | Management | For | For |
| 1.15 | Elect Director Rudina Seseri | Management | For | For |
| 1.16 | Elect Director Kirk W. Walters | Management | For | For |
| 1.17 | Elect Director Herbert L. Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MATTEL, INC. Meeting Date: MAY 25, 2022 Record Date: MAR 29, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MAT Security ID: 577081102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Todd Bradley | Management | For | For |
| 1b | Elect Director Adriana Cisneros | Management | For | For |
| 1c | Elect Director Michael Dolan | Management | For | For |
| 1d | Elect Director Diana Ferguson | Management | For | For |
| 1e | Elect Director Ynon Kreiz | Management | For | For |
| 1f | Elect Director Soren Laursen | Management | For | For |
| 1g | Elect Director Ann Lewnes | Management | For | For |
| 1h | Elect Director Roger Lynch | Management | For | For |
| 1i | Elect Director Dominic Ng | Management | For | For |
| 1j | Elect Director Judy Olian | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| MCKESSON CORPORATION Meeting Date: JUL 23, 2021 Record Date: MAY 28, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MCK Security ID: 58155Q103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Dominic J. Caruso | Management | For | For |
| 1b | Elect Director Donald R. Knauss | Management | For | For |
| 1c | Elect Director Bradley E. Lerman | Management | For | For |
| 1d | Elect Director Linda P. Mantia | Management | For | For |
| 1e | Elect Director Maria Martinez | Management | For | For |
| 1f | Elect Director Edward A. Mueller | Management | For | For |
| 1g | Elect Director Susan R. Salka | Management | For | For |
| 1h | Elect Director Brian S. Tyler | Management | For | For |
| 1i | Elect Director Kenneth E. Washington | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Shareholder | Against | For |
| MEDTRONIC PLC Meeting Date: DEC 09, 2021 Record Date: OCT 14, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MDT Security ID: G5960L103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Anderson | Management | For | For |
| 1b | Elect Director Craig Arnold | Management | For | For |
| 1c | Elect Director Scott C. Donnelly | Management | For | For |
| 1d | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1e | Elect Director Randall J. Hogan, III | Management | For | For |
| 1f | Elect Director Kevin E. Lofton | Management | For | For |
| 1g | Elect Director Geoffrey S. Martha | Management | For | For |
| 1h | Elect Director Elizabeth G. Nabel | Management | For | For |
| 1i | Elect Director Denise M. O'Leary | Management | For | For |
| 1j | Elect Director Kendall J. Powell | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | Against |
| 6 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 7 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 8 | Authorize Overseas Market Purchases of Ordinary Shares | Management | For | For |
| MERCK & CO., INC. Meeting Date: MAY 24, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MRK Security ID: 58933Y105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Kenneth C. Frazier | Management | For | For |
| 1f | Elect Director Thomas H. Glocer | Management | For | For |
| 1g | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1h | Elect Director Stephen L. Mayo | Management | For | For |
| 1i | Elect Director Paul B. Rothman | Management | For | For |
| 1j | Elect Director Patricia F. Russo | Management | For | For |
| 1k | Elect Director Christine E. Seidman | Management | For | For |
| 1l | Elect Director Inge G. Thulin | Management | For | For |
| 1m | Elect Director Kathy J. Warden | Management | For | For |
| 1n | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | For |
| 5 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| MONDELEZ INTERNATIONAL, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MDLZ Security ID: 609207105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lewis W.K. Booth | Management | For | For |
| 1b | Elect Director Charles E. Bunch | Management | For | For |
| 1c | Elect Director Ertharin Cousin | Management | For | For |
| 1d | Elect Director Lois D. Juliber | Management | For | For |
| 1e | Elect Director Jorge S. Mesquita | Management | For | For |
| 1f | Elect Director Jane Hamilton Nielsen | Management | For | For |
| 1g | Elect Director Christiana S. Shi | Management | For | For |
| 1h | Elect Director Patrick T. Siewert | Management | For | For |
| 1i | Elect Director Michael A. Todman | Management | For | For |
| 1j | Elect Director Dirk Van de Put | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| MONDI PLC Meeting Date: MAY 05, 2022 Record Date: MAY 03, 2022 Meeting Type: ANNUAL | ||||
| Ticker: MNDI Security ID: G6258S107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Re-elect Svein Richard Brandtzaeg as Director | Management | For | For |
| 5 | Re-elect Sue Clark as Director | Management | For | For |
| 6 | Re-elect Andrew King as Director | Management | For | For |
| 7 | Re-elect Mike Powell as Director | Management | For | For |
| 8 | Re-elect Dominique Reiniche as Director | Management | For | For |
| 9 | Re-elect Dame Angela Strank as Director | Management | For | For |
| 10 | Re-elect Philip Yea as Director | Management | For | For |
| 11 | Re-elect Stephen Young as Director | Management | For | For |
| 12 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 13 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 14 | Authorise Issue of Equity | Management | For | For |
| 15 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 16 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 17 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| MSC INDUSTRIAL DIRECT CO., INC. Meeting Date: JAN 26, 2022 Record Date: DEC 08, 2021 Meeting Type: ANNUAL | ||||
| Ticker: MSM Security ID: 553530106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Erik Gershwind | Management | For | For |
| 1.2 | Elect Director Louise Goeser | Management | For | For |
| 1.3 | Elect Director Mitchell Jacobson | Management | For | For |
| 1.4 | Elect Director Michael Kaufmann | Management | For | For |
| 1.5 | Elect Director Steven Paladino | Management | For | For |
| 1.6 | Elect Director Philip Peller | Management | For | For |
| 1.7 | Elect Director Rudina Seseri | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| NORTHERN TRUST CORPORATION Meeting Date: APR 26, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NTRS Security ID: 665859104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Walker Bynoe | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Dean M. Harrison | Management | For | For |
| 1d | Elect Director Jay L. Henderson | Management | For | For |
| 1e | Elect Director Marcy S. Klevorn | Management | For | For |
| 1f | Elect Director Siddharth N. "Bobby" Mehta | Management | For | For |
| 1g | Elect Director Michael G. O'Grady | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Martin P. Slark | Management | For | For |
| 1j | Elect Director David H. B. Smith, Jr. | Management | For | For |
| 1k | Elect Director Donald Thompson | Management | For | For |
| 1l | Elect Director Charles A. Tribbett, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| NVENT ELECTRIC PLC Meeting Date: MAY 13, 2022 Record Date: MAR 18, 2022 Meeting Type: ANNUAL | ||||
| Ticker: NVT Security ID: G6700G107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jerry W. Burris | Management | For | For |
| 1b | Elect Director Susan M. Cameron | Management | For | For |
| 1c | Elect Director Michael L. Ducker | Management | For | For |
| 1d | Elect Director Randall J. Hogan | Management | For | For |
| 1e | Elect Director Danita K. Ostling | Management | For | For |
| 1f | Elect Director Nicola Palmer | Management | For | For |
| 1g | Elect Director Herbert K. Parker | Management | For | For |
| 1h | Elect Director Greg Scheu | Management | For | For |
| 1i | Elect Director Beth A. Wozniak | Management | For | For |
| 1j | Elect Director Jacqueline Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 5 | Authorize the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Price Range for Reissuance of Treasury Shares | Management | For | For |
| OPEN TEXT CORPORATION Meeting Date: SEP 15, 2021 Record Date: AUG 06, 2021 Meeting Type: ANNUAL | ||||
| Ticker: OTEX Security ID: 683715106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director P. Thomas Jenkins | Management | For | For |
| 1.2 | Elect Director Mark J. Barrenechea | Management | For | For |
| 1.3 | Elect Director Randy Fowlie | Management | For | For |
| 1.4 | Elect Director David Fraser | Management | For | For |
| 1.5 | Elect Director Gail E. Hamilton | Management | For | For |
| 1.6 | Elect Director Robert (Bob) Hau | Management | For | For |
| 1.7 | Elect Director Ann M. Powell | Management | For | For |
| 1.8 | Elect Director Stephen J. Sadler | Management | For | For |
| 1.9 | Elect Director Harmit Singh | Management | For | For |
| 1.10 | Elect Director Michael Slaunwhite | Management | For | For |
| 1.11 | Elect Director Katharine B. Stevenson | Management | For | For |
| 1.12 | Elect Director Deborah Weinstein | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| ORACLE CORPORATION Meeting Date: NOV 10, 2021 Record Date: SEP 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: ORCL Security ID: 68389X105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Berg | Management | For | Withhold |
| 1.2 | Elect Director Michael J. Boskin | Management | For | For |
| 1.3 | Elect Director Safra A. Catz | Management | For | For |
| 1.4 | Elect Director Bruce R. Chizen | Management | For | Withhold |
| 1.5 | Elect Director George H. Conrades | Management | For | Withhold |
| 1.6 | Elect Director Lawrence J. Ellison | Management | For | For |
| 1.7 | Elect Director Rona A. Fairhead | Management | For | For |
| 1.8 | Elect Director Jeffrey O. Henley | Management | For | For |
| 1.9 | Elect Director Renee J. James | Management | For | For |
| 1.10 | Elect Director Charles W. Moorman, IV | Management | For | Withhold |
| 1.11 | Elect Director Leon E. Panetta | Management | For | Withhold |
| 1.12 | Elect Director William G. Parrett | Management | For | Withhold |
| 1.13 | Elect Director Naomi O. Seligman | Management | For | Withhold |
| 1.14 | Elect Director Vishal Sikka | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Racial Equity Audit | Shareholder | Against | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| 7 | Report on Political Contributions | Shareholder | Against | Against |
| ORKLA ASA Meeting Date: APR 20, 2022 Record Date: APR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ORK Security ID: R67787102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting; Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Accept Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of NOK 3 Per Share | Management | For | Did Not Vote |
| 3 | Approve Remuneration Statement | Management | For | Did Not Vote |
| 4 | Discuss Company's Corporate Governance Statement | Management | None | None |
| 5.1 | Authorize Repurchase of Shares for Use in Employee Incentive Programs | Management | For | Did Not Vote |
| 5.2 | Authorize Share Repurchase Program and Reissuance and/or Cancellation of Repurchased Shares | Management | For | Did Not Vote |
| 6.1 | Amend Articles Re: Delete Article 8, Paragraph 2 | Management | For | Did Not Vote |
| 6.2 | Amend Articles Re: Participation at General Meeting | Management | For | Did Not Vote |
| 6.3 | Amend Articles Re: Record Date | Management | For | Did Not Vote |
| 7 | Amend Nomination Committee Procedures | Management | For | Did Not Vote |
| 8 | Reelect Stein Erik Hagen (Chair), Liselott Kilaas, Peter Agnefjall and Anna Mossberg as Directors; Elect Christina Fagerberg and Rolv Erik Ryssdal as New Directors; Reelect Caroline Hagen Kjos as Deputy Director | Management | For | Did Not Vote |
| 9 | Reelect Anders Christian Stray Ryssda, Rebekka Glasser Herlofsen and Kjetil Houg as Members of Nominating Committee | Management | For | Did Not Vote |
| 10 | Elect Anders Christian Stray Ryssda as Chair of Nomination Committee | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Directors in the Amount NOK 970,000 for Chair, NOK 630,000 for Shareholder Elected Directors and NOK 485,000 for Employee Elected Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 12 | Approve Remuneration of Nominating Committee | Management | For | Did Not Vote |
| 13 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| PFIZER INC. Meeting Date: APR 28, 2022 Record Date: MAR 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PFE Security ID: 717081103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ronald E. Blaylock | Management | For | For |
| 1.2 | Elect Director Albert Bourla | Management | For | For |
| 1.3 | Elect Director Susan Desmond-Hellmann | Management | For | For |
| 1.4 | Elect Director Joseph J. Echevarria | Management | For | For |
| 1.5 | Elect Director Scott Gottlieb | Management | For | For |
| 1.6 | Elect Director Helen H. Hobbs | Management | For | For |
| 1.7 | Elect Director Susan Hockfield | Management | For | For |
| 1.8 | Elect Director Dan R. Littman | Management | For | For |
| 1.9 | Elect Director Shantanu Narayen | Management | For | For |
| 1.10 | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director James C. Smith | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Proxy Access Right | Shareholder | Against | For |
| 5 | Report on Congruency of Political Electioneering Expenditures with Company Values and Policies | Shareholder | Against | Against |
| 6 | Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | For |
| 7 | Report on Board Oversight of Risks Related to Anticompetitive Practices | Shareholder | Against | For |
| 8 | Report on Public Health Costs of Limited Sharing of Vaccine Technology | Shareholder | Against | Against |
| PINNACLE WEST CAPITAL CORPORATION Meeting Date: MAY 18, 2022 Record Date: MAR 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PNW Security ID: 723484101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glynis A. Bryan | Management | For | For |
| 1.2 | Elect Director Gonzalo A. de la Melena, Jr. | Management | For | For |
| 1.3 | Elect Director Richard P. Fox | Management | For | For |
| 1.4 | Elect Director Jeffrey B. Guldner | Management | For | For |
| 1.5 | Elect Director Dale E. Klein | Management | For | For |
| 1.6 | Elect Director Kathryn L. Munro | Management | For | For |
| 1.7 | Elect Director Bruce J. Nordstrom | Management | For | For |
| 1.8 | Elect Director Paula J. Sims | Management | For | For |
| 1.9 | Elect Director William H. Spence | Management | For | For |
| 1.10 | Elect Director James E. Trevathan, Jr. | Management | For | For |
| 1.11 | Elect Director David P. Wagener | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| PROSPERITY BANCSHARES, INC. Meeting Date: APR 19, 2022 Record Date: FEB 28, 2022 Meeting Type: ANNUAL | ||||
| Ticker: PB Security ID: 743606105 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director George A. Fisk | Management | For | Withhold |
| 1.2 | Elect Director Leah Henderson | Management | For | Withhold |
| 1.3 | Elect Director Ned S. Holmes | Management | For | Withhold |
| 1.4 | Elect Director Jack Lord | Management | For | Withhold |
| 1.5 | Elect Director David Zalman | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QUALCOMM INCORPORATED Meeting Date: MAR 09, 2022 Record Date: JAN 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: QCOM Security ID: 747525103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sylvia Acevedo | Management | For | For |
| 1b | Elect Director Cristiano R. Amon | Management | For | For |
| 1c | Elect Director Mark Fields | Management | For | For |
| 1d | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1e | Elect Director Gregory N. Johnson | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Mark D. McLaughlin | Management | For | For |
| 1h | Elect Director Jamie S. Miller | Management | For | For |
| 1i | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1j | Elect Director Kornelis (Neil) Smit | Management | For | For |
| 1k | Elect Director Jean-Pascal Tricoire | Management | For | For |
| 1l | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| QUEST DIAGNOSTICS INCORPORATED Meeting Date: MAY 18, 2022 Record Date: MAR 21, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DGX Security ID: 74834L100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Tracey C. Doi | Management | For | For |
| 1.2 | Elect Director Vicky B. Gregg | Management | For | For |
| 1.3 | Elect Director Wright L. Lassiter, III | Management | For | For |
| 1.4 | Elect Director Timothy L. Main | Management | For | For |
| 1.5 | Elect Director Denise M. Morrison | Management | For | For |
| 1.6 | Elect Director Gary M. Pfeiffer | Management | For | For |
| 1.7 | Elect Director Timothy M. Ring | Management | For | For |
| 1.8 | Elect Director Stephen H. Rusckowski | Management | For | For |
| 1.9 | Elect Director Gail R. Wilensky | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Provide Right to Act by Written Consent | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| RALPH LAUREN CORPORATION Meeting Date: JUL 29, 2021 Record Date: JUN 01, 2021 Meeting Type: ANNUAL | ||||
| Ticker: RL Security ID: 751212101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Hubert Joly | Management | For | For |
| 1.3 | Elect Director Linda Findley Kozlowski | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RAYTHEON TECHNOLOGIES CORPORATION Meeting Date: APR 25, 2022 Record Date: MAR 01, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RTX Security ID: 75513E101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1c | Elect Director Gregory J. Hayes | Management | For | For |
| 1d | Elect Director George R. Oliver | Management | For | For |
| 1e | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1f | Elect Director Margaret L. O'Sullivan | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Reduce Supermajority Vote Requirement | Management | For | For |
| REINSURANCE GROUP OF AMERICA, INCORPORATED Meeting Date: MAY 25, 2022 Record Date: MAR 31, 2022 Meeting Type: ANNUAL | ||||
| Ticker: RGA Security ID: 759351604 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Pina Albo | Management | For | For |
| 1b | Elect Director J. Cliff Eason | Management | For | For |
| 1c | Elect Director John J. Gauthier | Management | For | For |
| 1d | Elect Director Patricia L. Guinn | Management | For | For |
| 1e | Elect Director Anna Manning | Management | For | For |
| 1f | Elect Director Hazel M. McNeilage | Management | For | For |
| 1g | Elect Director Ng Keng Hooi | Management | For | For |
| 1h | Elect Director George Nichols, III | Management | For | For |
| 1i | Elect Director Stephen O'Hearn | Management | For | For |
| 1j | Elect Director Shundrawn Thomas | Management | For | For |
| 1k | Elect Director Steven C. Van Wyk | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ROYAL DUTCH SHELL PLC Meeting Date: DEC 10, 2021 Record Date: DEC 08, 2021 Meeting Type: SPECIAL | ||||
| Ticker: RDSA Security ID: G7690A118 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt New Articles of Association | Management | For | For |
| ROYAL DUTCH SHELL PLC Meeting Date: MAY 24, 2022 Record Date: MAY 20, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SHEL Security ID: G80827101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Sinead Gorman as Director | Management | For | For |
| 4 | Re-elect Ben van Beurden as Director | Management | For | For |
| 5 | Re-elect Dick Boer as Director | Management | For | For |
| 6 | Re-elect Neil Carson as Director | Management | For | For |
| 7 | Re-elect Ann Godbehere as Director | Management | For | For |
| 8 | Re-elect Euleen Goh as Director | Management | For | For |
| 9 | Re-elect Jane Lute as Director | Management | For | For |
| 10 | Re-elect Catherine Hughes as Director | Management | For | For |
| 11 | Re-elect Martina Hund-Mejean as Director | Management | For | For |
| 12 | Re-elect Sir Andrew Mackenzie as Director | Management | For | Against |
| 13 | Re-elect Abraham Schot as Director | Management | For | For |
| 14 | Reappoint Ernst & Young LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise Issue of Equity | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Authorise Off-Market Purchase of Ordinary Shares | Management | For | For |
| 20 | Approve the Shell Energy Transition Progress Update | Management | For | Against |
| 21 | Request Shell to Set and Publish Targets for Greenhouse Gas (GHG) Emissions | Shareholder | Against | For |
| SCHLUMBERGER N.V. Meeting Date: APR 06, 2022 Record Date: FEB 09, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SLB Security ID: 806857108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter Coleman | Management | For | For |
| 1.2 | Elect Director Patrick de La Chevardiere | Management | For | For |
| 1.3 | Elect Director Miguel Galuccio | Management | For | For |
| 1.4 | Elect Director Olivier Le Peuch | Management | For | For |
| 1.5 | Elect Director Samuel Leupold | Management | For | For |
| 1.6 | Elect Director Tatiana Mitrova | Management | For | For |
| 1.7 | Elect Director Maria Moraeus Hanssen | Management | For | For |
| 1.8 | Elect Director Vanitha Narayanan | Management | For | For |
| 1.9 | Elect Director Mark Papa | Management | For | For |
| 1.10 | Elect Director Jeff Sheets | Management | For | For |
| 1.11 | Elect Director Ulrich Spiesshofer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Adopt and Approve Financials and Dividends | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SIEMENS AG Meeting Date: FEB 10, 2022 Record Date: Meeting Type: ANNUAL | ||||
| Ticker: SIE Security ID: D69671218 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2020/21 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 4.00 per Share | Management | For | For |
| 3.1 | Approve Discharge of Management Board Member Roland Busch for Fiscal Year 2020/21 | Management | For | For |
| 3.2 | Approve Discharge of Management Board Member Klaus Helmrich (until March 31, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 3.3 | Approve Discharge of Management Board Member Joe Kaeser (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 3.4 | Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2020/21 | Management | For | For |
| 3.5 | Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2020/21 | Management | For | For |
| 3.6 | Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2020/21 | Management | For | For |
| 3.7 | Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2020/21 | Management | For | For |
| 4.1 | Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2020/21 | Management | For | For |
| 4.2 | Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2020/21 | Management | For | For |
| 4.3 | Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2020/21 | Management | For | For |
| 4.4 | Approve Discharge of Supervisory Board Member Tobias Baeumler (from Oct. 16, 2020) for Fiscal Year 2020/21 | Management | For | For |
| 4.5 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2020/21 | Management | For | For |
| 4.6 | Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2020/21 | Management | For | For |
| 4.7 | Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2020/21 | Management | For | For |
| 4.8 | Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2020/21 | Management | For | For |
| 4.9 | Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2020/21 | Management | For | For |
| 4.10 | Approve Discharge of Supervisory Board Member Nicola Leibinger-Kammueller (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4.11 | Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2020/21 | Management | For | For |
| 4.12 | Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2020/21 | Management | For | For |
| 4.13 | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2020/21 | Management | For | For |
| 4.14 | Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2020/21 | Management | For | For |
| 4.15 | Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2020/21 | Management | For | For |
| 4.16 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2020/21 | Management | For | For |
| 4.17 | Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2020/21 | Management | For | For |
| 4.18 | Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2020/21 | Management | For | For |
| 4.19 | Approve Discharge of Supervisory Board Member Grazia Vittadini (from Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4.20 | Approve Discharge of Supervisory Board Member Werner Wenning (until Feb. 3, 2021) for Fiscal Year 2020/21 | Management | For | For |
| 4.21 | Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2020/21 | Management | For | For |
| 4.22 | Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2020/21 | Management | For | For |
| 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2021/22 | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| SIGNIFY NV Meeting Date: MAY 17, 2022 Record Date: APR 19, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LIGHT Security ID: N8063K107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Presentation by CEO | Management | None | None |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 4 | Adopt Financial Statements | Management | For | For |
| 5 | Approve Dividends of EUR 1.45 Per Share | Management | For | For |
| 6a | Approve Discharge of Management Board | Management | For | For |
| 6b | Approve Discharge of Supervisory Board | Management | For | For |
| 7 | Elect Bram Schot to Supervisory Board | Management | For | For |
| 8a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 8b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 9 | Authorize Repurchase of Shares | Management | For | For |
| 10 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 11 | Other Business (Non-Voting) | Management | None | None |
| SODEXO SA Meeting Date: DEC 14, 2021 Record Date: DEC 10, 2021 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: SW Security ID: F84941123 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2 per Share | Management | For | For |
| 4 | Approve Transaction with Bellon SA Re: Service Agreement | Management | For | Against |
| 5 | Reelect Francois-Xavier Bellon as Director | Management | For | Against |
| 6 | Elect Jean-Baptiste Chasseloup de Chatillon as Director | Management | For | For |
| 7 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 8 | Approve Compensation of Sophie Bellon, Chairman of the Board | Management | For | For |
| 9 | Approve Compensation of Denis Machuel, CEO | Management | For | For |
| 10 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1 Million | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 13 | Approve Remuneration Policy of CEO | Management | For | For |
| 14 | Approve Compensation of Denis Machuel, CEO Until 30 September 2021 | Management | For | For |
| 15 | Authorize Repurchase of Up to 5 Percent of Issued Share Capital | Management | For | For |
| 16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 85 Million | Management | For | For |
| 18 | Authorize Capitalization of Reserves of Up to EUR 85 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 19 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 20 | Authorize up to 2.5 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | Against |
| 21 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SONOCO PRODUCTS COMPANY Meeting Date: APR 20, 2022 Record Date: FEB 23, 2022 Meeting Type: ANNUAL | ||||
| Ticker: SON Security ID: 835495102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Howard Coker | Management | For | For |
| 1.2 | Elect Director Pamela L. Davies | Management | For | For |
| 1.3 | Elect Director Theresa J. Drew | Management | For | For |
| 1.4 | Elect Director Philippe Guillemot | Management | For | For |
| 1.5 | Elect Director John R. Haley | Management | For | For |
| 1.6 | Elect Director Robert R. Hill, Jr. | Management | For | For |
| 1.7 | Elect Director Eleni Istavridis | Management | For | For |
| 1.8 | Elect Director Richard G. Kyle | Management | For | For |
| 1.9 | Elect Director Blythe J. McGarvie | Management | For | For |
| 1.10 | Elect Director James M. Micali | Management | For | For |
| 1.11 | Elect Director Sundaram Nagarajan | Management | For | For |
| 1.12 | Elect Director Thomas E. Whiddon | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| SOUTHWEST AIRLINES CO. Meeting Date: MAY 18, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: LUV Security ID: 844741108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Biegler | Management | For | For |
| 1b | Elect Director J. Veronica Biggins | Management | For | For |
| 1c | Elect Director Douglas H. Brooks | Management | For | For |
| 1d | Elect Director William H. Cunningham | Management | For | For |
| 1e | Elect Director John G. Denison | Management | For | For |
| 1f | Elect Director Thomas W. Gilligan | Management | For | For |
| 1g | Elect Director David P. Hess | Management | For | For |
| 1h | Elect Director Robert E. Jordan | Management | For | For |
| 1i | Elect Director Gary C. Kelly | Management | For | For |
| 1j | Elect Director Nancy B. Loeffler | Management | For | For |
| 1k | Elect Director John T. Montford | Management | For | For |
| 1l | Elect Director Christopher P. Reynolds | Management | For | For |
| 1m | Elect Director Ron Ricks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Adopt Majority Vote Cast to Remove Directors With or Without Cause | Shareholder | Against | Against |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| STATE STREET CORPORATION Meeting Date: MAY 18, 2022 Record Date: MAR 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: STT Security ID: 857477103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick de Saint-Aignan | Management | For | For |
| 1b | Elect Director Marie A. Chandoha | Management | For | For |
| 1c | Elect Director DonnaLee DeMaio | Management | For | For |
| 1d | Elect Director Amelia C. Fawcett | Management | For | For |
| 1e | Elect Director William C. Freda | Management | For | For |
| 1f | Elect Director Sara Mathew | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Ronald P. O'Hanley | Management | For | For |
| 1i | Elect Director Sean O'Sullivan | Management | For | For |
| 1j | Elect Director Julio A. Portalatin | Management | For | For |
| 1k | Elect Director John B. Rhea | Management | For | For |
| 1l | Elect Director Richard P. Sergel | Management | For | For |
| 1m | Elect Director Gregory L. Summe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Asset Management Policies and Diversified Investors | Shareholder | Against | Against |
| TAPESTRY, INC. Meeting Date: NOV 03, 2021 Record Date: SEP 07, 2021 Meeting Type: ANNUAL | ||||
| Ticker: TPR Security ID: 876030107 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director Darrell Cavens | Management | For | For |
| 1c | Elect Director Joanne Crevoiserat | Management | For | For |
| 1d | Elect Director David Denton | Management | For | For |
| 1e | Elect Director Hanneke Faber | Management | For | For |
| 1f | Elect Director Anne Gates | Management | For | For |
| 1g | Elect Director Thomas Greco | Management | For | For |
| 1h | Elect Director Pamela Lifford | Management | For | For |
| 1i | Elect Director Annabelle Yu Long | Management | For | For |
| 1j | Elect Director Ivan Menezes | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| TEVA PHARMACEUTICAL INDUSTRIES LIMITED Meeting Date: JUN 23, 2022 Record Date: MAY 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TEVA Security ID: 881624209 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amir Elstein | Management | For | For |
| 1b | Elect Director Roberto A. Mignone | Management | For | For |
| 1c | Elect Director Perry D. Nisen | Management | For | For |
| 1d | Elect Director Tal Zaks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Compensation Policy for the Directors and Officers of the Company | Management | For | For |
| 3a | Vote FOR if you are a controlling shareholder or have a personal interest in Item 3, 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 | Management | None | Against |
| 4 | Amend Articles Re: Eliminate Requirement for a Minimum Number of In-Person Meetings | Management | For | For |
| 5 | Ratify Kesselman & Kesselman as Auditors | Management | For | For |
| THALES SA Meeting Date: MAY 11, 2022 Record Date: MAY 09, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: HO Security ID: F9156M108 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2.56 per Share | Management | For | For |
| 4 | Approve Transaction with a Dassault Systemes SE | Management | For | For |
| 5 | Reelect Anne Claire Taittinger as Director | Management | For | For |
| 6 | Reelect Charles Edelstenne as Director | Management | For | Against |
| 7 | Reelect Eric Trappier as Director | Management | For | Against |
| 8 | Reelect Loik Segalen as Director | Management | For | Against |
| 9 | Reelect Marie-Francoise Walbaum as Director | Management | For | Against |
| 10 | Reelect Patrice Caine as Director | Management | For | Against |
| 11 | Approve Compensation of Patrice Caine, Chairman and CEO | Management | For | For |
| 12 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 13 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 14 | Approve Remuneration Policy of Directors | Management | For | For |
| 15 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 16 | Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | Against |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 159 Million | Management | For | Against |
| 18 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights with a Binding Priority Right up to Aggregate Nominal Amount of EUR 60 Million | Management | For | Against |
| 19 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 60 Million | Management | For | Against |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Management | For | Against |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | Against |
| 22 | Set Total Limit for Capital Increase to Result from Issuance Requests Under Items 17-21 at EUR 180 Million | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 24 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| 25 | Reelect Ann Taylor as Director | Management | For | For |
| THE ALLSTATE CORPORATION Meeting Date: MAY 24, 2022 Record Date: MAR 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ALL Security ID: 020002101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald E. Brown | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Richard T. Hume | Management | For | For |
| 1d | Elect Director Margaret M. Keane | Management | For | For |
| 1e | Elect Director Siddharth N. (Bobby) Mehta | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director Andrea Redmond | Management | For | For |
| 1h | Elect Director Gregg M. Sherrill | Management | For | For |
| 1i | Elect Director Judith A. Sprieser | Management | For | For |
| 1j | Elect Director Perry M. Traquina | Management | For | For |
| 1k | Elect Director Thomas J. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| THE BANK OF NEW YORK MELLON CORPORATION Meeting Date: APR 12, 2022 Record Date: FEB 16, 2022 Meeting Type: ANNUAL | ||||
| Ticker: BK Security ID: 064058100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Z. Cook | Management | For | For |
| 1b | Elect Director Joseph J. Echevarria | Management | For | For |
| 1c | Elect Director Thomas P. 'Todd' Gibbons | Management | For | For |
| 1d | Elect Director M. Amy Gilliland | Management | For | For |
| 1e | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1f | Elect Director K. Guru Gowrappan | Management | For | For |
| 1g | Elect Director Ralph Izzo | Management | For | For |
| 1h | Elect Director Sandra E. 'Sandie' O'Connor | Management | For | For |
| 1i | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1j | Elect Director Frederick O. Terrell | Management | For | For |
| 1k | Elect Director Alfred W. "Al" Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| THE J. M. SMUCKER COMPANY Meeting Date: AUG 18, 2021 Record Date: JUN 21, 2021 Meeting Type: ANNUAL | ||||
| Ticker: SJM Security ID: 832696405 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan E. Chapman-Hughes | Management | For | For |
| 1b | Elect Director Paul J. Dolan | Management | For | For |
| 1c | Elect Director Jay L. Henderson | Management | For | For |
| 1d | Elect Director Kirk L. Perry | Management | For | For |
| 1e | Elect Director Sandra Pianalto | Management | For | For |
| 1f | Elect Director Alex Shumate | Management | For | For |
| 1g | Elect Director Mark T. Smucker | Management | For | For |
| 1h | Elect Director Richard K. Smucker | Management | For | For |
| 1i | Elect Director Timothy P. Smucker | Management | For | For |
| 1j | Elect Director Jodi L. Taylor | Management | For | For |
| 1k | Elect Director Dawn C. Willoughby | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE PROCTER & GAMBLE COMPANY Meeting Date: OCT 12, 2021 Record Date: AUG 13, 2021 Meeting Type: ANNUAL | ||||
| Ticker: PG Security ID: 742718109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | Against |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director David S. Taylor | Management | For | For |
| 1k | Elect Director Margaret C. Whitman | Management | For | For |
| 1l | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| THE WALT DISNEY COMPANY Meeting Date: MAR 09, 2022 Record Date: JAN 10, 2022 Meeting Type: ANNUAL | ||||
| Ticker: DIS Security ID: 254687106 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan E. Arnold | Management | For | For |
| 1b | Elect Director Mary T. Barra | Management | For | For |
| 1c | Elect Director Safra A. Catz | Management | For | For |
| 1d | Elect Director Amy L. Chang | Management | For | For |
| 1e | Elect Director Robert A. Chapek | Management | For | For |
| 1f | Elect Director Francis A. deSouza | Management | For | For |
| 1g | Elect Director Michael B.G. Froman | Management | For | For |
| 1h | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1i | Elect Director Calvin R. McDonald | Management | For | For |
| 1j | Elect Director Mark G. Parker | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | For |
| 6 | Report on Human Rights Due Diligence | Shareholder | Against | For |
| 7 | Report on Gender/Racial Pay Gap | Shareholder | Against | For |
| 8 | Report on Workplace Non-Discrimination Audit | Shareholder | Against | Against |
| TOTALENERGIES SE Meeting Date: MAY 25, 2022 Record Date: MAY 23, 2022 Meeting Type: ANNUAL/SPECIAL | ||||
| Ticker: TTE Security ID: F92124100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 2.64 per Share | Management | For | For |
| 4 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 5 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 6 | Reelect Lise Croteau as Director | Management | For | For |
| 7 | Reelect Maria van der Hoeven as Director | Management | For | For |
| 8 | Reelect Jean Lemierre as Director | Management | For | For |
| 9 | Elect Emma De Jonge as Representative of Employee Shareholders to the Board | Management | For | For |
| A | Elect Marina Delendik as Representative of Employee Shareholders to the Board | Management | Against | Against |
| B | Elect Alexandre Garrot as Representative of Employee Shareholders to the Board | Management | Against | Against |
| C | Elect Agueda Marin as Representative of Employee Shareholders to the Board | Management | Against | Against |
| 10 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 11 | Approve Remuneration Policy of Directors | Management | For | For |
| 12 | Approve Compensation of Patrick Pouyanne, Chairman and CEO | Management | For | For |
| 13 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 14 | Renew Appointment of Ernst & Young Audit as Auditor | Management | For | For |
| 15 | Appoint Cabinet PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 16 | Approve Company's Sustainability and Climate Transition Plan | Management | For | Against |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights and/or Capitalization of Reserves for Bonus Issue or Increase in Par Value, up to Aggregate Nominal Amount of EUR 2.5 Billion | Management | For | For |
| 18 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 650 Million | Management | For | For |
| 19 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 650 Million | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 18 and 19 | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 22 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 23 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| TRUIST FINANCIAL CORPORATION Meeting Date: APR 26, 2022 Record Date: FEB 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: TFC Security ID: 89832Q109 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer S. Banner | Management | For | For |
| 1b | Elect Director K. David Boyer, Jr. | Management | For | For |
| 1c | Elect Director Agnes Bundy Scanlan | Management | For | For |
| 1d | Elect Director Anna R. Cablik | Management | For | For |
| 1e | Elect Director Dallas S. Clement | Management | For | For |
| 1f | Elect Director Paul D. Donahue | Management | For | For |
| 1g | Elect Director Patrick C. Graney, III | Management | For | For |
| 1h | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1i | Elect Director Kelly S. King | Management | For | For |
| 1j | Elect Director Easter A. Maynard | Management | For | For |
| 1k | Elect Director Donna S. Morea | Management | For | For |
| 1l | Elect Director Charles A. Patton | Management | For | For |
| 1m | Elect Director Nido R. Qubein | Management | For | For |
| 1n | Elect Director David M. Ratcliffe | Management | For | For |
| 1o | Elect Director William H. Rogers, Jr. | Management | For | For |
| 1p | Elect Director Frank P. Scruggs, Jr. | Management | For | For |
| 1q | Elect Director Christine Sears | Management | For | For |
| 1r | Elect Director Thomas E. Skains | Management | For | For |
| 1s | Elect Director Bruce L. Tanner | Management | For | For |
| 1t | Elect Director Thomas N. Thompson | Management | For | For |
| 1u | Elect Director Steven C. Voorhees | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | For |
| U.S. BANCORP Meeting Date: APR 19, 2022 Record Date: FEB 22, 2022 Meeting Type: ANNUAL | ||||
| Ticker: USB Security ID: 902973304 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warner L. Baxter | Management | For | For |
| 1b | Elect Director Dorothy J. Bridges | Management | For | For |
| 1c | Elect Director Elizabeth L. Buse | Management | For | For |
| 1d | Elect Director Andrew Cecere | Management | For | For |
| 1e | Elect Director Kimberly N. Ellison-Taylor | Management | For | For |
| 1f | Elect Director Kimberly J. Harris | Management | For | For |
| 1g | Elect Director Roland A. Hernandez | Management | For | For |
| 1h | Elect Director Olivia F. Kirtley | Management | For | For |
| 1i | Elect Director Richard P. McKenney | Management | For | For |
| 1j | Elect Director Yusuf I. Mehdi | Management | For | For |
| 1k | Elect Director John P. Wiehoff | Management | For | For |
| 1l | Elect Director Scott W. Wine | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| UNILEVER PLC Meeting Date: MAY 04, 2022 Record Date: MAY 02, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ULVR Security ID: G92087165 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Re-elect Nils Andersen as Director | Management | For | For |
| 4 | Re-elect Judith Hartmann as Director | Management | For | For |
| 5 | Re-elect Alan Jope as Director | Management | For | For |
| 6 | Re-elect Andrea Jung as Director | Management | For | For |
| 7 | Re-elect Susan Kilsby as Director | Management | For | For |
| 8 | Re-elect Strive Masiyiwa as Director | Management | For | For |
| 9 | Re-elect Youngme Moon as Director | Management | For | For |
| 10 | Re-elect Graeme Pitkethly as Director | Management | For | For |
| 11 | Re-elect Feike Sijbesma as Director | Management | For | For |
| 12 | Elect Adrian Hennah as Director | Management | For | For |
| 13 | Elect Ruby Lu as Director | Management | For | For |
| 14 | Reappoint KPMG LLP as Auditors | Management | For | For |
| 15 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 16 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 17 | Authorise Issue of Equity | Management | For | For |
| 18 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 20 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 21 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| UNIVERSAL HEALTH SERVICES, INC. Meeting Date: MAY 18, 2022 Record Date: MAR 24, 2022 Meeting Type: ANNUAL | ||||
| Ticker: UHS Security ID: 913903100 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Maria R. Singer | Management | For | Withhold |
| 2 | Amend Omnibus Stock Plan | Management | For | Against |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require a Majority Vote for the Election of Directors | Shareholder | Against | For |
| VERIZON COMMUNICATIONS INC. Meeting Date: MAY 12, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: VZ Security ID: 92343V104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Roxanne Austin | Management | For | For |
| 1.3 | Elect Director Mark Bertolini | Management | For | For |
| 1.4 | Elect Director Melanie Healey | Management | For | For |
| 1.5 | Elect Director Laxman Narasimhan | Management | For | For |
| 1.6 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.7 | Elect Director Daniel Schulman | Management | For | For |
| 1.8 | Elect Director Rodney Slater | Management | For | For |
| 1.9 | Elect Director Carol Tome | Management | For | For |
| 1.10 | Elect Director Hans Vestberg | Management | For | For |
| 1.11 | Elect Director Gregory Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Charitable Contributions | Shareholder | Against | Against |
| 5 | Amend Senior Executive Compensation Clawback Policy | Shareholder | Against | Against |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| WALMART INC. Meeting Date: JUN 01, 2022 Record Date: APR 08, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WMT Security ID: 931142103 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cesar Conde | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Sarah J. Friar | Management | For | For |
| 1d | Elect Director Carla A. Harris | Management | For | For |
| 1e | Elect Director Thomas W. Horton | Management | For | For |
| 1f | Elect Director Marissa A. Mayer | Management | For | For |
| 1g | Elect Director C. Douglas McMillon | Management | For | For |
| 1h | Elect Director Gregory B. Penner | Management | For | For |
| 1i | Elect Director Randall L. Stephenson | Management | For | For |
| 1j | Elect Director S. Robson Walton | Management | For | For |
| 1k | Elect Director Steuart L. Walton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Animal Welfare Policies and Practices in Food Supply Chain | Shareholder | Against | For |
| 5 | Create a Pandemic Workforce Advisory Council | Shareholder | Against | Against |
| 6 | Report on Impacts of Restrictive Reproductive Healthcare Legislation | Shareholder | Against | Against |
| 7 | Report on Alignment of Racial Justice Goals and Starting Wages | Shareholder | Against | For |
| 8 | Report on a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 9 | Report on Charitable Contributions | Shareholder | Against | Against |
| 10 | Report on Lobbying Payments and Policy | Shareholder | Against | For |
| WELLS FARGO & COMPANY Meeting Date: APR 26, 2022 Record Date: FEB 25, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WFC Security ID: 949746101 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia ("CeCe") G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Juan A. Pujadas | Management | For | For |
| 1l | Elect Director Ronald L. Sargent | Management | For | For |
| 1m | Elect Director Charles W. Scharf | Management | For | For |
| 1n | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Management Pay Clawback Authorization Policy | Shareholder | Against | Against |
| 6 | Report on Incentive-Based Compensation and Risks of Material Losses | Shareholder | Against | For |
| 7 | Report on Board Diversity | Shareholder | Against | Against |
| 8 | Report on Respecting Indigenous Peoples' Rights | Shareholder | Against | For |
| 9 | Adopt a Financing Policy Consistent with IEA's Net Zero Emissions by 2050 Scenario | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | For |
| 11 | Report on Charitable Contributions | Shareholder | Against | Against |
| WEYERHAEUSER COMPANY Meeting Date: MAY 13, 2022 Record Date: MAR 17, 2022 Meeting Type: ANNUAL | ||||
| Ticker: WY Security ID: 962166104 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Emmert | Management | For | For |
| 1b | Elect Director Rick R. Holley | Management | For | For |
| 1c | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1d | Elect Director Deidra C. Merriwether | Management | For | For |
| 1e | Elect Director Al Monaco | Management | For | For |
| 1f | Elect Director Nicole W. Piasecki | Management | For | For |
| 1g | Elect Director Lawrence A. Selzer | Management | For | For |
| 1h | Elect Director Devin W. Stockfish | Management | For | For |
| 1i | Elect Director Kim Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | Against |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| ZIMMER BIOMET HOLDINGS, INC. Meeting Date: MAY 13, 2022 Record Date: MAR 14, 2022 Meeting Type: ANNUAL | ||||
| Ticker: ZBH Security ID: 98956P102 | ||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christopher B. Begley | Management | For | For |
| 1b | Elect Director Betsy J. Bernard | Management | For | For |
| 1c | Elect Director Michael J. Farrell | Management | For | For |
| 1d | Elect Director Robert A. Hagemann | Management | For | For |
| 1e | Elect Director Bryan C. Hanson | Management | For | For |
| 1f | Elect Director Arthur J. Higgins | Management | For | For |
| 1g | Elect Director Maria Teresa (Tessa) Hilado | Management | For | For |
| 1h | Elect Director Syed Jafry | Management | For | For |
| 1i | Elect Director Sreelakshmi Kolli | Management | For | For |
| 1j | Elect Director Michael W. Michelson | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
END NPX REPORT
SIGNATURES
Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
| (Registrant) | AMERICAN CENTURY CAPITAL PORTFOLIOS, INC. | ||||||||||
| By (Signature and Title)* | /s/ Patrick Bannigan | ||||||||||
| Name: Patrick Bannigan | |||||||||||
| Title: President | |||||||||||
| Date | August 19, 2022 | ||||||||||
*Print the name and title of each signing officer under his or her signature.