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| Registrant : | Putnam Investment Funds | | | |
| Fund Name : | Putnam International Capital Opportunities Fund | | | |
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| Admiral Group plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ADM | CINS G0110T106 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Remuneration Report | | Mgmt | For | For | For |
| | 3 | Final Dividend | | Mgmt | For | For | For |
| | 4 | Elect Mike Rogers | | Mgmt | For | For | For |
| | 5 | Elect Evelyn Bourke | | Mgmt | For | For | For |
| | 6 | Elect Bill Roberts | | Mgmt | For | For | For |
| | 7 | Elect Milena Mondini-De-Focatiis | | Mgmt | For | For | For |
| | 8 | Elect Geraint Jones | | Mgmt | For | For | For |
| | 9 | Elect Justine Roberts | | Mgmt | For | For | For |
| | 10 | Elect Andrew Crossley | | Mgmt | For | For | For |
| | 11 | Elect Michael Brierley | | Mgmt | For | For | For |
| | 12 | Elect Karen Green | | Mgmt | For | For | For |
| | 13 | Elect Jayaprakasa Rangaswami | | Mgmt | For | For | For |
| | 14 | Appointment of Auditor | | Mgmt | For | For | For |
| | 15 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 16 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 17 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 20 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 21 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 22 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| Avant Group Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 3836 | CINS J1299N107 | | 09/27/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Allocation of Income, with a Final Dividend of JPY 13 | | Mgmt | For | For | For |
| | 2 | Amend Articles to Change Company Name - Adopt Board Structure with Audit Committee - Disclose Shareholder Meeting Materials on Internet - Amend Provisions on Number of Directors | | Mgmt | For | For | For |
| | 3 | Elect Director Morikawa, Tetsuji | | Mgmt | For | For | For |
| | 4 | Elect Director Kasuga, Naoyoshi | | Mgmt | For | For | For |
| | 5 | Elect Director Fukutani, Naohisa | | Mgmt | For | For | For |
| | 6 | Elect Director Jon Robertson | | Mgmt | For | For | For |
| | 7 | Elect Director and Audit Committee Member Noshiro, Tsuyoshi | | Mgmt | For | For | For |
| | 8 | Elect Director and Audit Committee Member Goto, Chie | | Mgmt | For | For | For |
| | 9 | Elect Director and Audit Committee Member Nakano, Makoto | | Mgmt | For | For | For |
| | 10 | Approve Fixed Cash Compensation Ceiling and Performance-Based Cash Compensation Ceiling for Directors Who Are Not Audit Committee Members and Performance Share Plan | | Mgmt | For | For | For |
| | 11 | Approve Compensation Ceiling for Directors Who Are Audit Committee Members | | Mgmt | For | For | For |
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| Bellway Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BWY | CINS G09744155 | | 12/16/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 2 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 3 | Approve Final Dividend | | Mgmt | For | For | For |
| | 4 | Elect John Tutte as Director | | Mgmt | For | For | For |
| | 5 | Re-elect Jason Honeyman as Director | | Mgmt | For | For | For |
| | 6 | Re-elect Keith Adey as Director | | Mgmt | For | For | For |
| | 7 | Re-elect Jill Caseberry as Director | | Mgmt | For | For | For |
| | 8 | Re-elect Ian McHoul as Director | | Mgmt | For | For | For |
| | 9 | Elect Sarah Whitney as Director | | Mgmt | For | For | For |
| | 10 | Reappoint Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 11 | Authorise the Audit Committee to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 12 | Authorise Issue of Equity | | Mgmt | For | For | For |
| | 13 | Authorise Issue of Equity without Pre-emptive Rights | | Mgmt | For | For | For |
| | 14 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | | Mgmt | For | For | For |
| | 15 | Authorise Market Purchase of Ordinary Shares | | Mgmt | For | For | For |
| | 16 | Authorise the Company to Call General Meeting with Two Weeks' Notice | | Mgmt | For | Against | Against |
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| Berkeley Group Holdings Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BKG | CINS G1191G138 | | 09/06/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 2 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 3 | Approve Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Approve Restricted Share Plan | | Mgmt | For | For | For |
| | 5 | Approve Long-Term Option Plan | | Mgmt | For | For | For |
| | 6 | Elect Michael Dobson as Director | | Mgmt | For | For | For |
| | 7 | Re-elect Diana Brightmore-Armour as Director | | Mgmt | For | For | For |
| | 8 | Re-elect Rob Perrins as Director | | Mgmt | For | For | For |
| | 9 | Re-elect Richard Stearn as Director | | Mgmt | For | For | For |
| | 10 | Re-elect Andy Myers as Director | | Mgmt | For | For | For |
| | 11 | Re-elect Andy Kemp as Director | | Mgmt | For | For | For |
| | 12 | Re-elect Sir John Armitt as Director | | Mgmt | For | For | For |
| | 13 | Re-elect Rachel Downey as Director | | Mgmt | For | For | For |
| | 14 | Re-elect William Jackson as Director | | Mgmt | For | For | For |
| | 15 | Re-elect Elizabeth Adekunle as Director | | Mgmt | For | For | For |
| | 16 | Re-elect Sarah Sands as Director | | Mgmt | For | For | For |
| | 17 | Elect Natasha Adams as Director | | Mgmt | For | For | For |
| | 18 | Re-elect Karl Whiteman as Director | | Mgmt | For | For | For |
| | 19 | Re-elect Justin Tibaldi as Director | | Mgmt | For | For | For |
| | 20 | Re-elect Paul Vallone as Director | | Mgmt | For | For | For |
| | 21 | Reappoint KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 22 | Authorise the Audit Committee to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 23 | Authorise Issue of Equity | | Mgmt | For | For | For |
| | 24 | Authorise Issue of Equity without Pre-emptive Rights | | Mgmt | For | For | For |
| | 25 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | | Mgmt | For | For | For |
| | 26 | Authorise Market Purchase of Ordinary Shares | | Mgmt | For | For | For |
| | 27 | Authorise UK Political Donations and Expenditure | | Mgmt | For | For | For |
| | 28 | Authorise the Company to Call General Meeting with Two Weeks' Notice | | Mgmt | For | For | For |
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| Breedon Group Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BREE | CINS G1320X101 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Jersey | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor | | Mgmt | For | For | For |
| | 3 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 4 | Remuneration Report | | Mgmt | For | For | For |
| | 5 | Final Dividend | | Mgmt | For | For | For |
| | 6 | Elect Amit Bhatia | | Mgmt | For | For | For |
| | 7 | Elect James Brotherton | | Mgmt | For | For | For |
| | 8 | Elect Carol Hui | | Mgmt | For | For | For |
| | 9 | Elect Pauline Lafferty | | Mgmt | For | For | For |
| | 10 | Elect Helen Miles | | Mgmt | For | For | For |
| | 11 | Elect Clive Watson | | Mgmt | For | For | For |
| | 12 | Elect Rob Wood | | Mgmt | For | For | For |
| | 13 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 14 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 15 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 16 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 17 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| Breedon Group Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BREE | CINS G1320X101 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Court | Jersey | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Scheme of Arrangement | | Mgmt | For | For | For |
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| Breedon Group Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BREE | CINS G1320X101 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Other | Jersey | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Effect Scheme of Arrangement | | Mgmt | For | For | For |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| Brickworks Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BKW | CINS Q17659105 | | 11/22/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 2 | Approve Grant of Performance Rights to Lindsay Partridge | | Mgmt | For | For | For |
| | 3 | Approve the Increase in Maximum Aggregate Remuneration of Non-Executive Directors | | Mgmt | For | For | For |
| | 4 | Elect Malcolm P. Bundey as Director | | Mgmt | For | Against | Against |
| | 5 | Elect Michael J. Millner as Director | | Mgmt | For | Against | Against |
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| CI Financial Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CIX | CUSIP 125491100 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect William E. Butt | | Mgmt | For | For | For |
| | 1.2 | Elect Brigette Chang-Addorisio | | Mgmt | For | For | For |
| | 1.3 | Elect William T. Holland | | Mgmt | For | For | For |
| | 1.4 | Elect Kurt MacAlpine | | Mgmt | For | For | For |
| | 1.5 | Elect David P. Miller | | Mgmt | For | For | For |
| | 1.6 | Elect Paul Perrow | | Mgmt | For | For | For |
| | 1.7 | Elect Sarah M. Ward | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| Cogeco Communications Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CCA | CINS 19239C106 | | 01/13/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director Colleen Abdoulah | | Mgmt | For | For | For |
| | 1.2 | Elect Director Louis Audet | | Mgmt | For | For | For |
| | 1.3 | Elect Director Mary-Ann Bell | | Mgmt | For | For | For |
| | 1.4 | Elect Director Robin Bienenstock | | Mgmt | For | For | For |
| | 1.5 | Elect Director James C. Cherry | | Mgmt | For | For | For |
| | 1.6 | Elect Director Pippa Dunn | | Mgmt | For | For | For |
| | 1.7 | Elect Director Joanne Ferstman | | Mgmt | For | For | For |
| | 1.8 | Elect Director Philippe Jette | | Mgmt | For | For | For |
| | 1.9 | Elect Director Normand Legault | | Mgmt | For | For | For |
| | 1.10 | Elect Director Bernard Lord | | Mgmt | For | For | For |
| | 2 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation Approach | | Mgmt | For | For | For |
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| Compania de Distribucion Integral Logista Holdings, SA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LOG | CINS E0304S106 | | 02/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Spain | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Approve Standalone Financial Statements | | Mgmt | For | For | For |
| | 1.2 | Approve Consolidated Financial Statements | | Mgmt | For | For | For |
| | 2 | Approve Non-Financial Information Statement | | Mgmt | For | For | For |
| | 3 | Approve Discharge of Board | | Mgmt | For | For | For |
| | 4 | Approve Allocation of Income and Dividends | | Mgmt | For | For | For |
| | 5 | Renew Appointment of Ernst & Young as Auditor | | Mgmt | For | For | For |
| | 6 | Authorize Share Repurchase Program | | Mgmt | For | For | For |
| | 7.1 | Ratify Appointment of and Elect Jennifer Susan Ramsey as Director | | Mgmt | For | Against | Against |
| | 7.2 | Reelect John Matthew Downing as Director | | Mgmt | For | Against | Against |
| | 8 | Approve Remuneration Policy | | Mgmt | For | Against | Against |
| | 9 | Advisory Vote on Remuneration Report | | Mgmt | For | For | For |
| | 10 | Amend Article 9 Re: Allow Shareholder Meetings to be Held in Virtual-Only Format | | Mgmt | For | For | For |
| | 11 | Amend Articles Re: Allow Shareholder Meetings to be Held in Virtual-Only Format | | Mgmt | For | For | For |
| | 12 | Authorize Board to Ratify and Execute Approved Resolutions | | Mgmt | For | For | For |
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| CompuGroup Medical SE & Co. KgaA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COP | CINS D193ZN100 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Germany | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Presentation of Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Allocation of Dividends | | Mgmt | For | For | For |
| | 4 | Ratification of General Partner Acts | | Mgmt | For | For | For |
| | 5 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 6 | Appointment of Auditor | | Mgmt | For | For | For |
| | 7 | Remuneration Report | | Mgmt | For | Against | Against |
| | 8 | Management Board Remuneration Policy | | Mgmt | For | Against | Against |
| | 9 | Amendments to Articles (Virtual General Meeting) | | Mgmt | For | For | For |
| | 10 | Amendments to Articles (Virtual Participation of the Supervisory Board) | | Mgmt | For | Against | Against |
| | 11 | Elect Reinhard Lyhs To The Supervisory Board | | Mgmt | For | For | For |
| | 12 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 13 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 14 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 15 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 16 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 17 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 18 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 19 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| Cranswick Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CWK | CINS G2504J108 | | 08/01/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 2 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 3 | Approve Final Dividend | | Mgmt | For | For | For |
| | 4 | Re-elect Mark Bottomley as Director | | Mgmt | For | For | For |
| | 5 | Re-elect Jim Brisby as Director | | Mgmt | For | For | For |
| | 6 | Re-elect Adam Couch as Director | | Mgmt | For | For | For |
| | 7 | Re-elect Pam Powell as Director | | Mgmt | For | For | For |
| | 8 | Re-elect Mark Reckitt as Director | | Mgmt | For | For | For |
| | 9 | Re-elect Tim Smith as Director | | Mgmt | For | For | For |
| | 10 | Re-elect Liz Barber as Director | | Mgmt | For | For | For |
| | 11 | Reappoint PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Authorise Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 13 | Authorise Issue of Equity | | Mgmt | For | For | For |
| | 14 | Authorise Issue of Equity without Pre-emptive Rights | | Mgmt | For | For | For |
| | 15 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | | Mgmt | For | For | For |
| | 16 | Authorise Market Purchase of Ordinary Shares | | Mgmt | For | For | For |
| | 17 | Authorise the Company to Call General Meeting with Two Weeks' Notice | | Mgmt | For | Against | Against |
| | 18 | Amend Articles of Association | | Mgmt | For | For | For |
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| CTS Eventim AG & Co KGAA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EVD | CINS D1648T108 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Germany | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | For | For |
| | 4 | Allocation of Dividends | | Mgmt | For | For | For |
| | 5 | Ratification of General Partner Acts | | Mgmt | For | For | For |
| | 6 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 7 | Appointment of Auditor | | Mgmt | For | For | For |
| | 8 | Amendments to Articles (Virtual AGM) | | Mgmt | For | For | For |
| | 9 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | | Mgmt | For | For | For |
| | 10 | Amendments to Articles (Shareholders' Rights) | | Mgmt | For | For | For |
| | 11 | Remuneration Report | | Mgmt | For | Against | Against |
| | 12 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 13 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 14 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 15 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| Dalata Hotel Group Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DHG | CINS G2630L100 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | For | For |
| | 4 | Remuneration Report | | Mgmt | For | For | For |
| | 5 | Remuneration Policy | | Mgmt | For | For | For |
| | 6 | Elect John Hennessy | | Mgmt | For | For | For |
| | 7 | Elect Dermot Crowley | | Mgmt | For | For | For |
| | 8 | Elect Elizabeth McMeikan | | Mgmt | For | For | For |
| | 9 | Elect Cathriona Hallahan | | Mgmt | For | For | For |
| | 10 | Elect Gervaise Slowey | | Mgmt | For | For | For |
| | 11 | Elect Shane Casserly | | Mgmt | For | For | For |
| | 12 | Elect Carol Phelan | | Mgmt | For | For | For |
| | 13 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 14 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 15 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 16 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 17 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 18 | Authority to Issue Treasury Shares | | Mgmt | For | For | For |
| | 19 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
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| Demant A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DEMANT | CINS K3008M105 | | 03/08/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Denmark | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Receive Report of Board | | Mgmt | N/A | TNA | N/A |
| | 2 | Accept Financial Statements and Statutory Reports | | Mgmt | For | TNA | N/A |
| | 3 | Approve Allocation of Income and Omission of Dividends | | Mgmt | For | TNA | N/A |
| | 4 | Approve Remuneration Report (Advisory Vote) | | Mgmt | For | TNA | N/A |
| | 5 | Approve Remuneration of Directors in the Amount of DKK 1.35 Million for Chairman, DKK 900,000 for Vice Chairman and DKK 450,000 for Other Directors; Approve Remuneration for Committee Work | | Mgmt | For | TNA | N/A |
| | 6 | Reelect Niels B. Christiansen as Director | | Mgmt | For | TNA | N/A |
| | 7 | Reelect Niels Jacobsen as Director | | Mgmt | For | TNA | N/A |
| | 8 | Reelect Anja Madsen as Director | | Mgmt | For | TNA | N/A |
| | 9 | Reelect Sisse Fjelsted Rasmussen as Director | | Mgmt | For | TNA | N/A |
| | 10 | Reelect Kristian Villumsen as Director | | Mgmt | For | TNA | N/A |
| | 11 | Approve DKK 1.3 Million Reduction in Share Capital via Share Cancellation for Transfer to Shareholders | | Mgmt | For | TNA | N/A |
| | 12 | Authorize Share Repurchase Program | | Mgmt | For | TNA | N/A |
| | 13 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | | Mgmt | For | TNA | N/A |
| | 14 | Ratify PricewaterhouseCoopers as Auditors | | Mgmt | For | TNA | N/A |
| | 15 | Other Business | | Mgmt | N/A | TNA | N/A |
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| Diasorin S.p.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DIA | CINS T3475Y104 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Italy | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | For | For |
| | 4 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 5 | Remuneration Policy | | Mgmt | For | Against | Against |
| | 6 | Remuneration Report | | Mgmt | For | Against | Against |
| | 7 | 2023 Stock Option Plan | | Mgmt | For | For | For |
| | 8 | Authority to Repurchase and Reissue Shares to Service 2023 Stock Option Plan | | Mgmt | For | For | For |
| | 9 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Domino's Pizza Group plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DOM | CINS G28113101 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor | | Mgmt | For | For | For |
| | 3 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 4 | Final Dividend | | Mgmt | For | For | For |
| | 5 | Elect Matthew J. Shattock | | Mgmt | For | For | For |
| | 6 | Elect Ian Bull | | Mgmt | For | For | For |
| | 7 | Elect Elias Diaz Sese | | Mgmt | For | For | For |
| | 8 | Elect Usman Nabi | | Mgmt | For | For | For |
| | 9 | Elect Lynn Fordham | | Mgmt | For | For | For |
| | 10 | Elect Natalia Barsegiyan | | Mgmt | For | For | For |
| | 11 | Elect Stella David | | Mgmt | For | For | For |
| | 12 | Elect Tracy Corrigan | | Mgmt | For | For | For |
| | 13 | Elect Edward B. Jamieson | | Mgmt | For | For | For |
| | 14 | Remuneration Report | | Mgmt | For | For | For |
| | 15 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 16 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 17 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 19 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 20 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| Domino's Pizza Group plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DOM | CINS G28113101 | | 06/30/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Remuneration Policy | | Mgmt | For | Against | Against |
| | 2 | Amendment to Long-Term Incentive Plan | | Mgmt | For | Against | Against |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Dr. Martens Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DOCS | CINS G2843S108 | | 07/14/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 2 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 3 | Approve Final Dividend | | Mgmt | For | For | For |
| | 4 | Re-elect Paul Mason as Director | | Mgmt | For | For | For |
| | 5 | Re-elect Kenny Wilson as Director | | Mgmt | For | For | For |
| | 6 | Re-elect Jon Mortimore as Director | | Mgmt | For | For | For |
| | 7 | Re-elect Ian Rogers as Director | | Mgmt | For | For | For |
| | 8 | Re-elect Ije Nwokorie as Director | | Mgmt | For | For | For |
| | 9 | Re-elect Lynne Weedall as Director | | Mgmt | For | Against | Against |
| | 10 | Re-elect Robyn Perriss as Director | | Mgmt | For | For | For |
| | 11 | Re-elect Tara Alhadeff as Director | | Mgmt | For | For | For |
| | 12 | Appoint PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 14 | Authorise UK Political Donations and Expenditure | | Mgmt | For | For | For |
| | 15 | Authorise Issue of Equity | | Mgmt | For | For | For |
| | 16 | Authorise Issue of Equity without Pre-emptive Rights | | Mgmt | For | For | For |
| | 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | | Mgmt | For | For | For |
| | 18 | Authorise Market Purchase of Ordinary Shares | | Mgmt | For | For | For |
| | 19 | Authorise the Company to Call General Meeting with Two Weeks' Notice | | Mgmt | For | Against | Against |
|
|
|
| Elite Material Co., Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 2383 | CINS Y2290G102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Taiwan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | To Accept Year 2022 Business Report And Financial Statements | | Mgmt | For | For | For |
| | 2 | To Approve the Proposal for Distribution of Year 2022 Profits | | Mgmt | For | For | For |
|
|
|
| Eurazeo | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RF | CINS F3296A108 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Accounts and Reports; Non Tax-Deductible Expenses | | Mgmt | For | For | For |
| | 7 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 8 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Special Auditors Report on Regulated Agreements | | Mgmt | For | Against | Against |
| | 10 | Related Party Transactions (David-Weill Pact) | | Mgmt | For | For | For |
| | 11 | Elect Francoise Mercadal-Delasalles | | Mgmt | For | Against | Against |
| | 12 | 2023 Remuneration Policy (Supervisory Board) | | Mgmt | For | For | For |
| | 13 | 2023 Remuneration Policy (Management Board) | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 15 | 2022 Remuneration of Michel David-Weill, Former Supervisory Board Chair | | Mgmt | For | For | For |
| | 16 | 2022 Remuneration of Jean-Charles Decaux, Supervisory Board Chair | | Mgmt | For | For | For |
| | 17 | 2022 Remuneration of Christophe Baviere, Management Board Member | | Mgmt | For | For | For |
| | 18 | 2022 Remuneration of William Kadouch, Management Board Member | | Mgmt | For | For | For |
| | 19 | 2022 Remuneration of Olivier Millet, Management Board Member | | Mgmt | For | For | For |
| | 20 | 2022 Remuneration of Virginie Morgon, Management Board Chair | | Mgmt | For | For | For |
| | 21 | 2022 Remuneration of Marc Frappier, Management Board Member | | Mgmt | For | For | For |
| | 22 | 2022 Remuneration of Nicolas Huet, Management Board Member | | Mgmt | For | For | For |
| | 23 | 2022 Remuneration of Remuneration of Philippe Audouin, Management Board Member | | Mgmt | For | For | For |
| | 24 | Amendment to the LTI Plan - Waiving Of Presence Conditions for Virginie Morgon, Marc Frappier and Nicolas Huet | | Mgmt | For | Against | Against |
| | 25 | Appointment of Auditor (Mazars) | | Mgmt | For | For | For |
| | 26 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 27 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 28 | Amendments to Articles regarding the Management Board Composition | | Mgmt | For | For | For |
| | 29 | Amendment to Articles Regarding the Chair of the Management Board | | Mgmt | For | For | For |
| | 30 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 31 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 32 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 33 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Euronext N.V. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ENX | CINS N3113K397 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 7 | Remuneration Report | | Mgmt | For | For | For |
| | 8 | Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Allocation of Dividends | | Mgmt | For | For | For |
| | 10 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 11 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 12 | Elect Nathalie Rachou to the Supervisory Board | | Mgmt | For | For | For |
| | 13 | Elect Morten Thorsrud to the Supervisory Board | | Mgmt | For | For | For |
| | 14 | Elect Stephane Boujnah to the Management Board | | Mgmt | For | For | For |
| | 15 | Elect Daryl Byrne to the Management Board | | Mgmt | For | For | For |
| | 16 | Elect Chris Topple to the Management Board | | Mgmt | For | For | For |
| | 17 | Elect Isabel Ucha to the Management Board | | Mgmt | For | For | For |
| | 18 | Elect Manuel Bento to the Management Board | | Mgmt | For | For | For |
| | 19 | Elect Benoit van den Hove to the Management Board | | Mgmt | For | For | For |
| | 20 | Appointment of Auditor | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Suppress Preemptive Rights | | Mgmt | For | For | For |
| | 23 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 24 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 25 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 26 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Fomento De Construcciones Y Contratas, S.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FCC | CINS E52236143 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Ordinary | Spain | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | For | For |
| | 4 | Ratification of Board Acts | | Mgmt | For | For | For |
| | 5 | Report on Non-Financial Information | | Mgmt | For | For | For |
| | 6 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 7 | Amendments to Articles | | Mgmt | For | For | For |
| | 8 | Elec Esther Koplowitz Romero de Juseu | | Mgmt | For | Against | Against |
| | 9 | Elect Carlos Slim Helu | | Mgmt | For | Against | Against |
| | 10 | Elect Carmen Alcocer Koplowitz | | Mgmt | For | Against | Against |
| | 11 | Elect Alejandro Aboumrad Gonzalez | | Mgmt | For | Against | Against |
| | 12 | Elect Gerardo Kuri Kaufmann | | Mgmt | For | Against | Against |
| | 13 | Elect Manuel Gil Madrigal | | Mgmt | For | Against | Against |
| | 14 | Elect Alvaro Vazquez de Lapuerta | | Mgmt | For | Against | Against |
| | 15 | Board Size | | Mgmt | For | For | For |
| | 16 | Authorisation of Competing Activities (Carlos Slim Helu) | | Mgmt | For | For | For |
| | 17 | Authorisation of Competing Activities (Alejandro Aboumrad Gonzalez) | | Mgmt | For | For | For |
| | 18 | Authorisation of Competing Activities (Gerardo Kuri Kaufmann) | | Mgmt | For | For | For |
| | 19 | Appointment of Auditor | | Mgmt | For | For | For |
| | 20 | Remuneration Report | | Mgmt | For | Against | Against |
| | 21 | Scrip Dividend | | Mgmt | For | For | For |
| | 22 | Authority to Cancel Treasury Shares and Reduce Capital | | Mgmt | For | For | For |
| | 23 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 24 | Authority to Set General Meeting Notice Period at 15 days | | Mgmt | For | Against | Against |
| | 25 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
|
|
|
| Fukui Computer Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 9790 | CINS J1597J113 | | 06/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Koichi Sato | | Mgmt | For | For | For |
| | 4 | Elect Akira Hashimoto | | Mgmt | For | For | For |
| | 5 | Elect Tadashi Sugita | | Mgmt | For | For | For |
| | 6 | Elect Kenji Sakaguchi | | Mgmt | For | For | For |
| | 7 | Elect Yao Jun | | Mgmt | For | For | For |
|
|
|
| G-7 Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 7508 | CINS J1886K102 | | 06/29/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Elect Tatsumi Kaneda | | Mgmt | For | Against | Against |
| | 3 | Elect Yasumasa Kishimoto | | Mgmt | For | Against | Against |
| | 4 | Elect Yukitoshi Matsuda | | Mgmt | For | Against | Against |
| | 5 | Elect Daisaku Seki | | Mgmt | For | Against | Against |
| | 6 | Elect Isao Tamaki | | Mgmt | For | Against | Against |
| | 7 | Elect Shinichi Noguchi | | Mgmt | For | Against | Against |
| | 8 | Elect Mitsuru Sakamoto | | Mgmt | For | Against | Against |
| | 9 | Elect Yukihiro Shida | | Mgmt | For | Against | Against |
| | 10 | Elect Yasuhiko Kato | | Mgmt | For | Against | Against |
| | 11 | Elect Koji Yoneda | | Mgmt | For | For | For |
|
|
|
| Greek Organisation Of Football Prognostics S.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OPAP | CINS X3232T104 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Ordinary | Greece | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | For | For |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Ratification of Board and Auditor's Acts | | Mgmt | For | For | For |
| | 7 | Appointment of Auditor | | Mgmt | For | For | For |
| | 8 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 9 | 2022 Annual Bonus Plan | | Mgmt | For | For | For |
| | 10 | Remuneration Policy | | Mgmt | For | For | For |
| | 11 | Long-Term Incentive Scheme 2020-2022 | | Mgmt | For | For | For |
| | 12 | Long-Term Incentive Scheme 2023-2025 | | Mgmt | For | For | For |
| | 13 | Remuneration Report | | Mgmt | For | For | For |
| | 14 | Authority to Increase Capital through Capitalisations | | Mgmt | For | For | For |
| | 15 | Capital Repayment; Decrease in Share Par Value | | Mgmt | For | For | For |
| | 16 | Amendments to Article 5 (Share Capital) | | Mgmt | For | For | For |
| | 17 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 18 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 19 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Hana Financial Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 086790 | CINS Y29975102 | | 03/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | South Korea | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Financial Statements and Allocation of Income | | Mgmt | For | For | For |
| | 2 | Amend Articles of Incorporation | | Mgmt | For | For | For |
| | 3.1 | Elect Kim Hong-jin as Outside Director | | Mgmt | For | Against | Against |
| | 3.2 | Elect Heo Yoon as Outside Director | | Mgmt | For | Against | Against |
| | 3.3 | Elect Lee Jeong-won as Outside Director | | Mgmt | For | Against | Against |
| | 3.4 | Elect Park Dong-moon as Outside Director | | Mgmt | For | Against | Against |
| | 3.5 | Elect Lee Gang-won as Outside Director | | Mgmt | For | Against | Against |
| | 3.6 | Elect Won Suk-yeon as Outside Director | | Mgmt | For | For | For |
| | 3.7 | Elect Lee Jun-seo as Outside Director | | Mgmt | For | For | For |
| | 3.8 | Elect Lee Seung-yeol as Non-Independent Non-Executive Director | | Mgmt | For | For | For |
| | 4 | Elect Yang Dong-hun as Outside Director to Serve as an Audit Committee Member | | Mgmt | For | Against | Against |
| | 5.1 | Elect Heo Yoon as a Member of Audit Committee | | Mgmt | For | Against | Against |
| | 5.2 | Elect Won Suk-yeon as a Member of Audit Committee | | Mgmt | For | For | For |
| | 5.3 | Elect Lee Jun-seo as a Member of Audit Committee | | Mgmt | For | For | For |
| | 6 | Approve Total Remuneration of Inside Directors and Outside Directors | | Mgmt | For | For | For |
|
|
|
| International Petroleum Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IPCO | CINS 46016U108 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Board Size | | Mgmt | For | For | For |
| | 3 | Elect Charles Ashley Heppenstall | | Mgmt | For | Against | Against |
| | 4 | Elect Mike Nicholson | | Mgmt | For | For | For |
| | 5 | Elect Donald K. Charter | | Mgmt | For | For | For |
| | 6 | Elect Chris Bruijnzeels | | Mgmt | For | For | For |
| | 7 | Elect Emily Moore | | Mgmt | For | For | For |
| | 8 | Elect L.H. (Harry) Lundin | | Mgmt | For | For | For |
| | 9 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
|
|
|
| i-SENS, Inc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 099190 | ISIN KR7099190001 | | 03/30/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Korea, Republic of | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Financial Statements and Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 2 | Amendments to Articles | | Mgmt | For | For | For |
| | 3 | Elect LEE Hong | | Mgmt | For | Against | Against |
| | 4 | Election of Corporate Auditor | | Mgmt | For | For | For |
| | 5 | Directors' Fees | | Mgmt | For | For | For |
| | 6 | Corporate Auditors' Fees | | Mgmt | For | For | For |
| | 7 | Share Option Grant | | Mgmt | For | For | For |
|
|
|
| JAPAN MATERIAL Co., Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 6055 | CINS J2789V104 | | 06/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Hisao Tanaka | | Mgmt | For | For | For |
| | 4 | Elect Tetsuo Kai | | Mgmt | For | For | For |
| | 5 | Elect Kosuke Tanaka | | Mgmt | For | For | For |
| | 6 | Elect Keisuke Hase | | Mgmt | For | For | For |
| | 7 | Elect Yoshinori Sakaguchi | | Mgmt | For | For | For |
| | 8 | Elect Nobuharu Yanai | | Mgmt | For | For | For |
| | 9 | Elect Tomokazu Tanaka | | Mgmt | For | For | For |
| | 10 | Elect Jiro Oshima | | Mgmt | For | For | For |
| | 11 | Elect Kenichi Sugiyama | | Mgmt | For | For | For |
| | 12 | Elect Sadahiro Numazawa | | Mgmt | For | For | For |
|
|
|
| Jet2 Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JET2 | CINS G5112P101 | | 09/01/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | Against | Against |
| | 2 | Re-elect Gary Brown as Director | | Mgmt | For | Against | Against |
| | 3 | Re-elect Mark Laurence as Director | | Mgmt | For | Against | Against |
| | 4 | Reappoint KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 5 | Authorise Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 6 | Authorise Issue of Equity | | Mgmt | For | For | For |
| | 7 | Authorise Issue of Equity without Pre-emptive Rights | | Mgmt | For | For | For |
| | 8 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | | Mgmt | For | For | For |
|
|
|
| Kaufman & Broad S.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KOF | CINS F5375H102 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Accounts and Reports; Non Tax-Deductible Expenses | | Mgmt | For | For | For |
| | 7 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 8 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 10 | 2023 Remuneration Policy (Chair and CEO) | | Mgmt | For | For | For |
| | 11 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 12 | Amendment to 2022 Remuneration Policy Relating to Exceptional Remuneration (Chair and CEO) | | Mgmt | For | Against | Against |
| | 13 | 2022 Remuneration of Nordine Hachemi, Chair and CEO | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 15 | Relocation of Corporate Headquarters | | Mgmt | For | For | For |
| | 16 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 17 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 18 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares and Convertible Debt Through Private Placement | | Mgmt | For | For | For |
| | 22 | Authority to Set Offering Price of Shares | | Mgmt | For | For | For |
| | 23 | Greenshoe | | Mgmt | For | For | For |
| | 24 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 25 | Authority to Increase Capital in Case of Exchange Offers | | Mgmt | For | For | For |
| | 26 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 27 | Authority to Issue Performance Shares | | Mgmt | For | For | For |
| | 28 | Global Ceiling on Capital Increases | | Mgmt | For | For | For |
| | 29 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 30 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 31 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 32 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Kobe Bussan Co., Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 3038 | CINS J3478K102 | | 01/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Amend Articles to Disclose Shareholder Meeting Materials on Internet | | Mgmt | For | For | For |
| | 2.1 | Elect Director Numata, Hirokazu | | Mgmt | For | For | For |
| | 2.2 | Elect Director Tanaka, Yasuhiro | | Mgmt | For | Against | Against |
| | 2.3 | Elect Director Kido, Yasuharu | | Mgmt | For | Against | Against |
| | 2.4 | Elect Director Asami, Kazuo | | Mgmt | For | Against | Against |
| | 2.5 | Elect Director Nishida, Satoshi | | Mgmt | For | Against | Against |
| | 2.6 | Elect Director Watanabe, Akihito | | Mgmt | For | Against | Against |
| | 3 | Approve Stock Option Plan | | Mgmt | For | For | For |
|
|
|
| Konecranes Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KCR | CINS X4550J108 | | 03/29/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Finland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 8 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 9 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 10 | Accounts and Reports | | Mgmt | For | For | For |
| | 11 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 12 | Ratification of Board and CEO Acts | | Mgmt | For | For | For |
| | 13 | Remuneration Report | | Mgmt | For | For | For |
| | 14 | Directors Fees | | Mgmt | For | For | For |
| | 15 | Board Size | | Mgmt | For | For | For |
| | 16 | Election of Directors | | Mgmt | For | For | For |
| | 17 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 18 | Appointment of Auditor | | Mgmt | For | For | For |
| | 19 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/ or w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Issuance of Treasury Shares | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares Pursuant to Employee Share Savings Plan | | Mgmt | For | For | For |
| | 23 | Charitable Donations | | Mgmt | For | For | For |
| | 24 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 25 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 26 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Lite-On Technology Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 2301 | CINS Y5313K109 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Taiwan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Amendments to Articles Bundled | | Mgmt | For | For | For |
|
|
|
| L'Occitane International S.A. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 973 | CINS L6071D109 | | 09/28/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Luxembourg | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accept Financial Statements and Statutory Reports | | Mgmt | For | For | For |
| | 2 | Approve Final Dividend | | Mgmt | For | For | For |
| | 3 | Elect Valerie Irene Amelie Monique Bernis as Director | | Mgmt | For | For | For |
| | 4 | Approve PricewaterhouseCoopers as Statutory Auditor | | Mgmt | For | For | For |
| | 5 | Approve PricewaterhouseCoopers as External Auditor | | Mgmt | For | For | For |
| | 6 | Authorize Board to Fix Remuneration of Directors | | Mgmt | For | For | For |
| | 7 | Approve Discharge of Directors | | Mgmt | For | For | For |
| | 8 | Approve Discharge of Statutory Auditor | | Mgmt | For | For | For |
| | 9 | Approve PricewaterhouseCoopers' Remuneration as Statutory Auditor | | Mgmt | For | For | For |
| | 10 | Amend Article 1 (Interpretation) of the Articles of Association | | Mgmt | For | Against | Against |
| | 11 | Amend Article 3 (Corporate Purpose) of the Articles of Association | | Mgmt | For | Against | Against |
| | 12 | Amend Article 4.5 of the Articles of Association | | Mgmt | For | Against | Against |
| | 13 | Amend Article 6 (Acquisition of Own Shares by the Company) of the Articles of Association | | Mgmt | For | Against | Against |
| | 14 | Amend Article 7.1 of the Articles of Association | | Mgmt | For | Against | Against |
| | 15 | Amend Article 10 (Administration - Supervision) of the Articles of Association | | Mgmt | For | Against | Against |
| | 16 | Amend Articles 12.8 and 12.9 of the Articles of Association | | Mgmt | For | Against | Against |
| | 17 | Amend Article 13.3 of the Articles of Association | | Mgmt | For | Against | Against |
| | 18 | Amend Article 15.1, 15.5, 15.11, 15.12, 15.14, 15.15, 15.18 and 15.32 of the Articles of Association | | Mgmt | For | Against | Against |
| | 19 | Amend Article 16.7 of the Articles of Association | | Mgmt | For | Against | Against |
| | 20 | Amend Article 21.2 of the Articles of Association | | Mgmt | For | Against | Against |
| | 21 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authorize Repurchase of Issued Share Capital | | Mgmt | For | For | For |
| | 23 | Authorize Reissuance of Repurchased Shares | | Mgmt | For | Against | Against |
|
|
|
| M&A Capital Partners Co. Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 6080 | CINS J39187109 | | 12/23/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Amend Articles to Change Location of Head Office - Disclose Shareholder Meeting Materials on Internet | | Mgmt | For | For | For |
| | 2 | Elect Director Nakamura, Satoru | | Mgmt | For | For | For |
| | 3 | Elect Director Sogame, Yozo | | Mgmt | For | For | For |
| | 4 | Elect Director Okamura, Hideaki | | Mgmt | For | For | For |
| | 5 | Elect Director Shimoda, So | | Mgmt | For | For | For |
| | 6 | Elect Director Nishizawa, Tamio | | Mgmt | For | For | For |
| | 7 | Elect Director Matsuoka, Noboru | | Mgmt | For | For | For |
|
|
|
| Mineral Resources Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MIN | CINS Q60976109 | | 11/17/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Australia | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 2 | Elect Lulezim (Zimi) Meka as Director | | Mgmt | For | For | For |
| | 3 | Elect James McClements as Director | | Mgmt | For | For | For |
| | 4 | Elect Susan (Susie) Corlett as Director | | Mgmt | For | For | For |
| | 5 | Approve Grant of FY22 Share Rights to Chris Ellison | | Mgmt | For | For | For |
| | 6 | Approve Grant of FY23 Share Rights to Chris Ellison | | Mgmt | For | For | For |
| | 7 | Approve Potential Termination Benefits | | Mgmt | None | For | N/A |
| | 8 | Appoint Ernst & Young as Auditor of the Company | | Mgmt | For | For | For |
|
|
|
| Momo.com Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 8454 | CINS Y265B6106 | | 05/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Taiwan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | 2022 Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Allocation of Dividends from Capital Reserve | | Mgmt | For | For | For |
| | 4 | Amendments to Articles | | Mgmt | For | For | For |
| | 5 | Elect CAI Ming-Zhong | | Mgmt | For | For | For |
| | 6 | Elect KU YUAN-HUNG | | Mgmt | For | For | For |
| | 7 | Elect LIN CHIH-CHEN | | Mgmt | For | For | For |
| | 8 | Elect CAI Cheng-Ru | | Mgmt | For | For | For |
| | 9 | Elect ZHANG Jia-Qi | | Mgmt | For | For | For |
| | 10 | Elect HUANG Mao-Hsiung | | Mgmt | For | For | For |
| | 11 | Elect WANG Jie | | Mgmt | For | For | For |
| | 12 | Elect HONG Li-Ning | | Mgmt | For | For | For |
| | 13 | Elect JIANG Yong-Xiang | | Mgmt | For | For | For |
| | 14 | Non-compete Restrictions for CAI Ming-Zhong | | Mgmt | For | Against | Against |
| | 15 | Non-compete Restrictions for GU Yuan-Hong | | Mgmt | For | Against | Against |
| | 16 | Non-compete Restrictions for LIN Zhi-Chen | | Mgmt | For | Against | Against |
| | 17 | Non-compete Restrictions for CAI Cheng-Ru | | Mgmt | For | Against | Against |
| | 18 | Non-compete Restrictions for ZHANG Jia-Qi | | Mgmt | For | For | For |
| | 19 | Non-compete Restrictions for HUANG Mao-Xiong | | Mgmt | For | Against | Against |
| | 20 | Non-compete Restrictions for WANG Jie | | Mgmt | For | Against | Against |
| | 21 | Non-compete Restrictions for HONG Li-Ning | | Mgmt | For | Against | Against |
| | 22 | Non-compete Restrictions for JIANG Yong-Xiang | | Mgmt | For | Against | Against |
|
|
|
| Motor Oil (Hellas) Corinth Refineries SA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MOH | CINS X55904100 | | 09/08/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Extraordinary Shareholders | Greece | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Transaction with a Related Party | | Mgmt | For | Against | Against |
|
|
|
| Nabtesco Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 6268 | ISIN JP3651210001 | | 03/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Katsuhiro Teramoto | | Mgmt | For | For | For |
| | 4 | Elect Kazumasa Kimura | | Mgmt | For | For | For |
| | 5 | Elect Atsushi Habe | | Mgmt | For | For | For |
| | 6 | Elect Toshiya Fujiwara | | Mgmt | For | For | For |
| | 7 | Elect Seiji Takahashi | | Mgmt | For | For | For |
| | 8 | Elect Mari Iizuka | | Mgmt | For | For | For |
| | 9 | Elect Naoko Mizukoshi Naoko Suzuki | | Mgmt | For | For | For |
| | 10 | Elect Naoki Hidaka | | Mgmt | For | For | For |
| | 11 | Elect Toshiya Takahata | | Mgmt | For | For | For |
| | 12 | Elect Seiichiro Shirahata | | Mgmt | For | For | For |
| | 13 | Elect Koji Nakano | | Mgmt | For | For | For |
| | 14 | Elect Tetsuro Hirai | | Mgmt | For | For | For |
|
|
|
| Nakanishi Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 7716 | ISIN JP3642500007 | | 03/30/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Chika Shiomi as Director | | Mgmt | For | For | For |
| | 4 | Adoption of Restricted Stock Plan | | Mgmt | For | For | For |
|
|
|
| Nemetschek SE | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NEM | CINS D56134105 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Germany | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Allocation of Dividends | | Mgmt | For | For | For |
| | 7 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 8 | Ratify Kurt Dobitsch | | Mgmt | For | For | For |
| | 9 | Ratify Bill Krouch | | Mgmt | For | For | For |
| | 10 | Ratify Georg Nemetschek | | Mgmt | For | For | For |
| | 11 | Ratify Rudiger Herzog | | Mgmt | For | For | For |
| | 12 | Ratify Patricia Geibel-Conrad | | Mgmt | For | For | For |
| | 13 | Ratify Christine Schoneweis | | Mgmt | For | For | For |
| | 14 | Ratify Andreas Soffing | | Mgmt | For | For | For |
| | 15 | Ratify Gernot Strube | | Mgmt | For | For | For |
| | 16 | Appointment of Auditor | | Mgmt | For | For | For |
| | 17 | Amendments to Articles (Virtual Shareholder Meetings) | | Mgmt | For | For | For |
| | 18 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | | Mgmt | For | For | For |
| | 19 | Remuneration Report | | Mgmt | For | Against | Against |
| | 20 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| New Work SE | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NWO | CINS D5S1L6106 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Germany | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 3 | Allocation of Dividends | | Mgmt | For | For | For |
| | 4 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 5 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 6 | Appointment of Auditor | | Mgmt | For | For | For |
| | 7 | Remuneration Report | | Mgmt | For | Against | Against |
| | 8 | Increase in Authorised Capital | | Mgmt | For | For | For |
| | 9 | Authority to Issue Convertible Debt Instruments; Increase in Conditional Capital | | Mgmt | For | For | For |
| | 10 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 11 | Amendments to Articles (Virtual AGM) | | Mgmt | For | For | For |
| | 12 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | | Mgmt | For | Against | Against |
| | 13 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 14 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 15 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 16 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 17 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 18 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 19 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 20 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 21 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Nomad Foods Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NOMD | CINS G6564A105 | | 07/01/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Virgin Isl (UK) | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Martin Ellis Franklin | | Mgmt | For | Against | Against |
| | 2 | Elect Director Samy Zekhout | | Mgmt | For | For | For |
| | 3 | Elect Director Noam Gottesman | | Mgmt | For | Against | Against |
| | 4 | Elect Director Ian G.H. Ashken | | Mgmt | For | For | For |
| | 5 | Elect Director Stefan Descheemaeker | | Mgmt | For | For | For |
| | 6 | Elect Director James E. Lillie | | Mgmt | For | For | For |
| | 7 | Elect Director Stuart M. MacFarlane | | Mgmt | For | For | For |
| | 8 | Elect Director Victoria Parry | | Mgmt | For | Against | Against |
| | 9 | Elect Director Amit Pilowsky | | Mgmt | For | For | For |
| | 10 | Elect Director Melanie Stack | | Mgmt | For | For | For |
| | 11 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| NSD CO.,LTD. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 9759 | CINS J56107105 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Elect Yoshikazu Imajo | | Mgmt | For | For | For |
| | 3 | Elect Hideshi Maekawa | | Mgmt | For | For | For |
| | 4 | Elect Osamu Yamoto | | Mgmt | For | For | For |
| | 5 | Elect Hidetaka Kikawada | | Mgmt | For | For | For |
| | 6 | Elect Atsuhiro Kawamata | | Mgmt | For | For | For |
| | 7 | Elect Kumiko Jinnouchi | | Mgmt | For | For | For |
| | 8 | Elect Toru Takeuchi | | Mgmt | For | For | For |
| | 9 | Elect Chieko Nishiura as Statutory Auditor | | Mgmt | For | For | For |
|
|
|
| Paltac Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 8283 | CINS J6349W106 | | 06/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Elect Seiichi Kasutani | | Mgmt | For | For | For |
| | 3 | Elect Takuya Yoshida | | Mgmt | For | For | For |
| | 4 | Elect Masahiro Noma | | Mgmt | For | For | For |
| | 5 | Elect Masaharu Shimada | | Mgmt | For | For | For |
| | 6 | Elect Yoshitaka Yamada | | Mgmt | For | For | For |
| | 7 | Elect Yuji Sakon | | Mgmt | For | For | For |
| | 8 | Elect Kaori Oishi | | Mgmt | For | For | For |
| | 9 | Elect Mineko Orisaku | | Mgmt | For | For | For |
| | 10 | Elect Shingo Inui | | Mgmt | For | For | For |
| | 11 | Elect Ichiro Yoshitake | | Mgmt | For | For | For |
| | 12 | Elect Tatsuomi Takamori | | Mgmt | For | For | For |
| | 13 | Elect Akito Hattori | | Mgmt | For | For | For |
| | 14 | Elect Takashi Shintani | | Mgmt | For | For | For |
| | 15 | Elect Kyoko Hikita | | Mgmt | For | For | For |
|
|
|
| QIAGEN N.V. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QGEN | CINS N72482123 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 7 | Accounts and Reports | | Mgmt | For | For | For |
| | 8 | Remuneration Report | | Mgmt | For | For | For |
| | 9 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 10 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 11 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 12 | Elect Metin Colpan | | Mgmt | For | For | For |
| | 13 | Elect Toralf Haag | | Mgmt | For | For | For |
| | 14 | Elect Ross L. Levine | | Mgmt | For | For | For |
| | 15 | Elect Elaine Mardis | | Mgmt | For | For | For |
| | 16 | Elect Eva Pisa | | Mgmt | For | For | For |
| | 17 | Elect Lawrence A. Rosen | | Mgmt | For | For | For |
| | 18 | Elect Stephen H. Rusckowski | | Mgmt | For | For | For |
| | 19 | Elect Elizabeth E. Tallett | | Mgmt | For | For | For |
| | 20 | Elect Thierry Bernard | | Mgmt | For | For | For |
| | 21 | Elect Roland Sackers | | Mgmt | For | For | For |
| | 22 | Appointment of Auditor | | Mgmt | For | For | For |
| | 23 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 24 | Authority to Suppress Preemptive Rights | | Mgmt | For | For | For |
| | 25 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 26 | Authorize Managing Board and De Brauw Blackstone Westbroek N.V. to Execute These Amendments | | Mgmt | For | For | For |
| | 27 | Cancellation of Fractional Shares | | Mgmt | For | For | For |
| | 28 | Approval of the 2023 Stock Plan | | Mgmt | For | For | For |
| | 29 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 30 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 31 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Riken Keiki Co., Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 7734 | CINS J64984107 | | 06/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2Amendments to Article | | Mgmt | For | For | For |
| | 3 | Elect Hisayoshi Kobayashi | | Mgmt | For | For | For |
| | 4 | Elect Testuya Matsumoto | | Mgmt | For | For | For |
| | 5 | Elect Shinya Kobu | | Mgmt | For | For | For |
| | 6 | Elect Shoji Kizaki | | Mgmt | For | For | For |
| | 7 | Elect Nobuo Nakano | | Mgmt | For | For | For |
| | 8 | Elect Michimasa Taga | | Mgmt | For | For | For |
| | 9 | Elect Takehito Miyaguchi | | Mgmt | For | For | For |
| | 10 | Elect Yasuko Uematsu | | Mgmt | For | For | For |
|
|
|
| Royal Unibrew A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RBREW | CINS K8390X122 | | 04/27/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Denmark | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 5 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 6 | Ratification of Board and Management Acts | | Mgmt | For | TNA | N/A |
| | 7 | Allocation of Profits/Dividends | | Mgmt | For | TNA | N/A |
| | 8 | Remuneration Report | | Mgmt | For | TNA | N/A |
| | 9 | Directors' Fees | | Mgmt | For | TNA | N/A |
| | 10 | Authority to Repurchase Shares | | Mgmt | For | TNA | N/A |
| | 11 | Remuneration Policy | | Mgmt | For | TNA | N/A |
| | 12 | Elect Peter A. Ruzicka | | Mgmt | For | TNA | N/A |
| | 13 | Elect Jais Valeur | | Mgmt | For | TNA | N/A |
| | 14 | Elect Christian Sagild | | Mgmt | For | TNA | N/A |
| | 15 | Elect Catharina Stackelberg-Hammaren | | Mgmt | For | TNA | N/A |
| | 16 | Elect Heidi Kleinbach-Sauter | | Mgmt | For | TNA | N/A |
| | 17 | Elect Torben Carlsen | | Mgmt | For | TNA | N/A |
| | 18 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 19 | Non-Voting Agenda Item | | N/A | N/A | TNA | N/A |
| | 20 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 21 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 22 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 23 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 24 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
|
|
|
| Rubis | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RUI | CINS F7686C152 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Accounts and Reports | | Mgmt | For | For | For |
| | 6 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 7 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 8 | Elect Olivier Heckenroth | | Mgmt | For | Against | Against |
| | 9 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 10 | 2022 Remuneration of Gilles Gobin, Managing Partner | | Mgmt | For | For | For |
| | 11 | 2022 Remuneration of Sorgema SARL, Managing Partner | | Mgmt | For | For | For |
| | 12 | 2022 Remuneration of Agena SAS, Managing Partner | | Mgmt | For | For | For |
| | 13 | 2022 Remuneration of Olivier Heckenroth, Supervisory Board Chair | | Mgmt | For | For | For |
| | 14 | 2023 Remuneration Policy (Managing Partners) | | Mgmt | For | For | For |
| | 15 | 2023 Remuneration Policy (Supervisory Board Members) | | Mgmt | For | For | For |
| | 16 | 2023 Supervisory Board Members' Fees | | Mgmt | For | For | For |
| | 17 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 18 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 19 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 20 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Greenshoe | | Mgmt | For | For | For |
| | 23 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 24 | Authority to Increase Capital in Case of Exchange Offers | | Mgmt | For | For | For |
| | 25 | Global Ceiling on Capital Increases and Debt Issuances | | Mgmt | For | For | For |
| | 26 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 27 | Amendments to Articles Regarding Managing Partner's Age Limits | | Mgmt | For | For | For |
| | 28 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 29 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 30 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 31 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 32 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| SK Square | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 402340 | ISIN KR7402340004 | | 03/30/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Korea, Republic of | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Financial Statements and Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 2 | Elect PARK Sung Ha | | Mgmt | For | For | For |
| | 3 | Elect LEE Sung Hyung | | Mgmt | For | Against | Against |
| | 4 | Directors' Fees | | Mgmt | For | For | For |
| | 5 | Transfer of Reserves | | Mgmt | For | For | For |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Solasto Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 6197 | CINS J76165109 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Elect Yoshikazu Fujikawa | | Mgmt | For | For | For |
| | 3 | Elect Keiichi Harada | | Mgmt | For | For | For |
| | 4 | Elect Yukio Kubota | | Mgmt | For | For | For |
| | 5 | Elect Kenji Chishiki | | Mgmt | For | Against | Against |
| | 6 | Elect Toru Noda | | Mgmt | For | For | For |
| | 7 | Elect Miki Mitsunari | | Mgmt | For | For | For |
| | 8 | Elect Kanitsu Uchida | | Mgmt | For | For | For |
| | 9 | Elect Masami Nishino | | Mgmt | For | For | For |
| | 10 | Elect Hironori Yokote | | Mgmt | For | For | For |
| | 11 | Elect Miho Tanaka Miho Takahashi | | Mgmt | For | For | For |
| | 12 | Elect Kanae Fukushima as Alternate Statutory Auditor | | Mgmt | For | For | For |
|
|
|
| Swissquote Group Holding Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SQN | CINS H8403Y103 | | 05/10/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Switzerland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 4 | Compensation Report | | Mgmt | For | TNA | N/A |
| | 5 | Allocation of Dividends | | Mgmt | For | TNA | N/A |
| | 6 | Ratification of Board and Management Acts | | Mgmt | For | TNA | N/A |
| | 7 | Elect Markus Dennler | | Mgmt | For | TNA | N/A |
| | 8 | Elect Jean-Christophe Pernollet | | Mgmt | For | TNA | N/A |
| | 9 | Elect Beat Oberlin | | Mgmt | For | TNA | N/A |
| | 10 | Elect Monica Dell'Anna | | Mgmt | For | TNA | N/A |
| | 11 | Elect Michael Ploog | | Mgmt | For | TNA | N/A |
| | 12 | Elect Paolo Buzzi | | Mgmt | For | TNA | N/A |
| | 13 | Elect Demetra Kalogerou | | Mgmt | For | TNA | N/A |
| | 14 | Elect Esther Finidori | | Mgmt | For | TNA | N/A |
| | 15 | Elect Beat Oberlin as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 16 | Elect Monica Dell'Anna as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 17 | Elect Paolo Buzzi as Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 18 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 19 | Appointment of Independent Proxy | | Mgmt | For | TNA | N/A |
| | 20 | Board Compensation | | Mgmt | For | TNA | N/A |
| | 21 | Executive Compensation | | Mgmt | For | TNA | N/A |
| | 22 | Approval of a Capital Band | | Mgmt | For | TNA | N/A |
| | 23 | Amendments to Articles (General Meeting) | | Mgmt | For | TNA | N/A |
| | 24 | Amendments to Articles (Board of Directors) | | Mgmt | For | TNA | N/A |
| | 25 | Amendments to Articles (Various) | | Mgmt | For | TNA | N/A |
| | 26 | Amendments to Articles (Place of Jurisdiction) | | Mgmt | For | TNA | N/A |
|
|
|
| TAKEUCHI MFG.CO.,LTD. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 6432 | CINS J8135G105 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect Akio Takeuchi | | Mgmt | For | For | For |
| | 4 | Elect Toshiya Takeuchi | | Mgmt | For | For | For |
| | 5 | Elect Takahiko Watanabe | | Mgmt | For | For | For |
| | 6 | Elect Clay Eubanks | | Mgmt | For | For | For |
| | 7 | Elect Osamu Kobayashi | | Mgmt | For | For | For |
| | 8 | Elect Hiroshi Yokoyama | | Mgmt | For | For | For |
| | 9 | Elect Yuko Miyata Yuko Yajima as Audit Committee Director | | Mgmt | For | For | For |
| | 10 | Non-Audit Committee Directors' Fees | | Mgmt | For | For | For |
| | 11 | Audit Committee Directors' Fees | | Mgmt | For | For | For |
|
|
|
| TechnoPro Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 6028 | CINS J82251109 | | 09/29/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Japan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Allocation of Income, with a Final Dividend of JPY 52 | | Mgmt | For | For | For |
| | 2 | Amend Articles to Adopt Board Structure with Audit Committee - Disclose Shareholder Meeting Materials on Internet - Amend Provisions on Number of Directors - Authorize Directors to Execute Day to Day Operations without Full Board Approval | | Mgmt | For | For | For |
| | 3 | Elect Director Nishio, Yasuji | | Mgmt | For | For | For |
| | 4 | Elect Director Yagi, Takeshi | | Mgmt | For | For | For |
| | 5 | Elect Director Shimaoka, Gaku | | Mgmt | For | For | For |
| | 6 | Elect Director Asai, Koichiro | | Mgmt | For | For | For |
| | 7 | Elect Director Hagiwara, Toshihiro | | Mgmt | For | For | For |
| | 8 | Elect Director Watabe, Tsunehiro | | Mgmt | For | For | For |
| | 9 | Elect Director Yamada, Kazuhiko | | Mgmt | For | For | For |
| | 10 | Elect Director Sakamoto, Harumi | | Mgmt | For | For | For |
| | 11 | Elect Director Takase, Shoko | | Mgmt | For | For | For |
| | 12 | Elect Director and Audit Committee Member Madarame, Hitoshi | | Mgmt | For | For | For |
| | 13 | Elect Director and Audit Committee Member Takao, Mitsutoshi | | Mgmt | For | For | For |
| | 14 | Elect Director and Audit Committee Member Tanabe, Rumiko | | Mgmt | For | For | For |
| | 15 | Elect Alternate Director and Audit Committee Member Kitaarai, Yoshio | | Mgmt | For | For | For |
| | 16 | Approve Compensation Ceiling for Directors Who Are Not Audit Committee Members | | Mgmt | For | For | For |
| | 17 | Approve Compensation Ceiling for Directors Who Are Audit Committee Members | | Mgmt | For | For | For |
| | 18 | Approve Performance Share Plan | | Mgmt | For | For | For |
|
|
|
| Thermador Groupe | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | THEP | CINS F91651194 | | 04/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Accounts and Reports | | Mgmt | For | For | For |
| | 8 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 10 | Elect Mathilde Yagoubi | | Mgmt | For | Against | Against |
| | 11 | Elect Olivier Villemonte de la Clergerie | | Mgmt | For | Against | Against |
| | 12 | Elect Veronique Bouscayrol | | Mgmt | For | Against | Against |
| | 13 | 2022 Remuneration of Guillaume Robin, Chair and CEO | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration of Patricia Mavigner, Deputy CEO | | Mgmt | For | For | For |
| | 15 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 16 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 17 | 2023 Remuneration Policy (Chair and CEO) | | Mgmt | For | For | For |
| | 18 | 2023 Remuneration Policy (Patricia Mavigner, Deputy CEO) | | Mgmt | For | For | For |
| | 19 | 2023 Remuneration Policy (Lionel Monroe, Deputy CEO) | | Mgmt | For | For | For |
| | 20 | 2023 Directors' Fees | | Mgmt | For | For | For |
| | 21 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 22 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 23 | Appointment of Auditor (Cabinet Royet and Deloitte) | | Mgmt | For | For | For |
| | 24 | Relocation of Corporate Headquarters | | Mgmt | For | For | For |
| | 25 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
|
|
|
| Vieworks Co., Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 100120 | ISIN KR7100120005 | | 03/29/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Korea, Republic of | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Financial Statements | | Mgmt | For | For | For |
| | 2 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 3 | Elect KIM Hoo Sik | | Mgmt | For | Against | Against |
| | 4 | Elect SEO Kyung Yeol | | Mgmt | For | Against | Against |
| | 5 | Elect IM Jae Hee | | Mgmt | For | Against | Against |
| | 6 | Directors' Fees | | Mgmt | For | For | For |
| | 7 | Corporate Auditors' Fees | | Mgmt | For | For | For |
|
|
|
| Yageo Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 2327 | CINS Y9723R100 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Taiwan | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Amendments to Articles Bundled | | Mgmt | For | For | For |
| | 3 | Adoption of Restricted Stock Plan | | Mgmt | For | Against | Against |
| | | | | | | | |
| Registrant : | Putnam Investment Funds | | | |
| Fund Name : | Putnam Large Cap Growth Fund | | | |
|
|
|
| Accenture Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ACN | CINS G1151C101 | | 02/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jaime Ardila | | Mgmt | For | For | For |
| | 2 | Elect Director Nancy McKinstry | | Mgmt | For | For | For |
| | 3 | Elect Director Beth E. Mooney | | Mgmt | For | For | For |
| | 4 | Elect Director Gilles C. Pelisson | | Mgmt | For | For | For |
| | 5 | Elect Director Paula A. Price | | Mgmt | For | For | For |
| | 6 | Elect Director Venkata (Murthy) Renduchintala | | Mgmt | For | For | For |
| | 7 | Elect Director Arun Sarin | | Mgmt | For | For | For |
| | 8 | Elect Director Julie Sweet | | Mgmt | For | For | For |
| | 9 | Elect Director Tracey T. Travis | | Mgmt | For | For | For |
| | 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 13 | Renew the Board's Authority to Issue Shares Under Irish Law | | Mgmt | For | For | For |
| | 14 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | | Mgmt | For | For | For |
| | 15 | Determine Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
|
|
|
| Adobe Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ADBE | ISIN US00724PAD15 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Amy L. Banse | | Mgmt | For | For | For |
| | 2 | Elect Brett Biggs | | Mgmt | For | For | For |
| | 3 | Elect Melanie Boulden | | Mgmt | For | For | For |
| | 4 | Elect Frank A. Calderoni | | Mgmt | For | For | For |
| | 5 | Elect Laura B. Desmond | | Mgmt | For | For | For |
| | 6 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 7 | Elect Spencer Neumann | | Mgmt | For | For | For |
| | 8 | Elect Kathleen Oberg | | Mgmt | For | For | For |
| | 9 | Elect Dheeraj Pandey | | Mgmt | For | For | For |
| | 10 | Elect David A. Ricks | | Mgmt | For | For | For |
| | 11 | Elect Daniel Rosensweig | | Mgmt | For | For | For |
| | 12 | Elect John E. Warnock | | Mgmt | For | For | For |
| | 13 | Amendment to the 2019 Equity Incentive Plan | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Shareholder Proposal Regarding Report on Hiring Practices for People With Arrest Records | | ShrHoldr | Against | Against | For |
|
|
|
| Advanced Micro Devices, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMD | CUSIP 007903107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nora M. Denzel | | Mgmt | For | For | For |
| | 2 | Elect D. Mark Durcan | | Mgmt | For | For | For |
| | 3 | Elect Michael P. Gregoire | | Mgmt | For | For | For |
| | 4 | Elect Joseph A. Householder | | Mgmt | For | For | For |
| | 5 | Elect John W. Marren | | Mgmt | For | For | For |
| | 6 | Elect Jon A. Olson | | Mgmt | For | For | For |
| | 7 | Elect Lisa T. Su | | Mgmt | For | For | For |
| | 8 | Elect Abhijit Y. Talwalkar | | Mgmt | For | For | For |
| | 9 | Elect Elizabeth W. Vanderslice | | Mgmt | For | For | For |
| | 10 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Amazon.com, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMZN | CUSIP 023135106 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey P. Bezos | | Mgmt | For | For | For |
| | 2 | Elect Andrew R. Jassy | | Mgmt | For | For | For |
| | 3 | Elect Keith B. Alexander | | Mgmt | For | For | For |
| | 4 | Elect Edith W. Cooper | | Mgmt | For | For | For |
| | 5 | Elect Jamie S. Gorelick | | Mgmt | For | For | For |
| | 6 | Elect Daniel P. Huttenlocher | | Mgmt | For | For | For |
| | 7 | Elect Judith A. McGrath | | Mgmt | For | For | For |
| | 8 | Elect Indra K. Nooyi | | Mgmt | For | For | For |
| | 9 | Elect Jonathan J. Rubinstein | | Mgmt | For | For | For |
| | 10 | Elect Patricia Q. Stonesifer | | Mgmt | For | For | For |
| | 11 | Elect Wendell P. Weeks | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the 1997 Stock Incentive Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Customer Due Diligence | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | | ShrHoldr | Against | Against | For |
| | 29 | Shareholder Proposal Regarding Formation of Public Policy Committee | | ShrHoldr | Against | Against | For |
| | 30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | | ShrHoldr | Against | Against | For |
| | 31 | Shareholder Proposal Regarding Report on Working Conditions | | ShrHoldr | Against | Against | For |
| | 32 | Shareholder Proposal Regarding Report on Plastic Packaging | | ShrHoldr | Against | Against | For |
| | 33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | | ShrHoldr | Against | Against | For |
|
|
|
| American Tower Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMT | CUSIP 03027X100 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas A. Bartlett | | Mgmt | For | For | For |
| | 2 | Elect Kelly C. Chambliss | | Mgmt | For | For | For |
| | 3 | Elect Teresa H. Clarke | | Mgmt | For | For | For |
| | 4 | Elect Raymond P. Dolan | | Mgmt | For | For | For |
| | 5 | Elect Kenneth R. Frank | | Mgmt | For | For | For |
| | 6 | Elect Robert D. Hormats | | Mgmt | For | For | For |
| | 7 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 8 | Elect Craig Macnab | | Mgmt | For | For | For |
| | 9 | Elect JoAnn A. Reed | | Mgmt | For | For | For |
| | 10 | Elect Pamela D.A. Reeve | | Mgmt | For | For | For |
| | 11 | Elect Bruce L. Tanner | | Mgmt | For | For | For |
| | 12 | Elect Samme L. Thompson | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Apple Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AAPL | CUSIP 037833100 | | 03/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director James Bell | | Mgmt | For | For | For |
| | 2 | Elect Director Tim Cook | | Mgmt | For | For | For |
| | 3 | Elect Director Al Gore | | Mgmt | For | For | For |
| | 4 | Elect Director Alex Gorsky | | Mgmt | For | For | For |
| | 5 | Elect Director Andrea Jung | | Mgmt | For | For | For |
| | 6 | Elect Director Art Levinson | | Mgmt | For | For | For |
| | 7 | Elect Director Monica Lozano | | Mgmt | For | For | For |
| | 8 | Elect Director Ron Sugar | | Mgmt | For | For | For |
| | 9 | Elect Director Sue Wagner | | Mgmt | For | For | For |
| | 10 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Report on Civil Rights and Non-Discrimination Audit | | ShrHoldr | Against | Against | For |
| | 14 | Report on Operations in Communist China | | ShrHoldr | Against | Against | For |
| | 15 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | | ShrHoldr | Against | Against | For |
| | 16 | Report on Median Gender/Racial Pay Gap | | ShrHoldr | Against | Against | For |
| | 17 | Amend Proxy Access Right | | ShrHoldr | Against | Against | For |
|
|
|
| Applied Materials, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMAT | CUSIP 038222105 | | 03/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Rani Borkar | | Mgmt | For | For | For |
| | 2 | Elect Director Judy Bruner | | Mgmt | For | For | For |
| | 3 | Elect Director Xun (Eric) Chen | | Mgmt | For | For | For |
| | 4 | Elect Director Aart J. de Geus | | Mgmt | For | For | For |
| | 5 | Elect Director Gary E. Dickerson | | Mgmt | For | For | For |
| | 6 | Elect Director Thomas J. Iannotti | | Mgmt | For | For | For |
| | 7 | Elect Director Alexander A. Karsner | | Mgmt | For | For | For |
| | 8 | Elect Director Kevin P. March | | Mgmt | For | For | For |
| | 9 | Elect Director Yvonne McGill | | Mgmt | For | For | For |
| | 10 | Elect Director Scott A. McGregor | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 15 | Improve Executive Compensation Program and Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Astrazeneca plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AZN | CINS G0593M107 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Final Dividend | | Mgmt | For | For | For |
| | 3 | Appointment of Auditor | | Mgmt | For | For | For |
| | 4 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 5 | Elect Michel Demare | | Mgmt | For | For | For |
| | 6 | Elect Pascal Soriot | | Mgmt | For | For | For |
| | 7 | Elect Aradhana Sarin | | Mgmt | For | For | For |
| | 8 | Elect Philip Broadley | | Mgmt | For | For | For |
| | 9 | Elect Euan Ashley | | Mgmt | For | For | For |
| | 10 | Elect Deborah DiSanzo | | Mgmt | For | For | For |
| | 11 | Elect Diana Layfield | | Mgmt | For | For | For |
| | 12 | Elect Sherilyn S. McCoy | | Mgmt | For | For | For |
| | 13 | Elect Tony MOK Shu Kam | | Mgmt | For | For | For |
| | 14 | Elect Nazneen Rahman | | Mgmt | For | For | For |
| | 15 | Elect Andreas Rummelt | | Mgmt | For | For | For |
| | 16 | Elect Marcus Wallenberg | | Mgmt | For | For | For |
| | 17 | Remuneration Report | | Mgmt | For | For | For |
| | 18 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 22 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 23 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 24 | Adoption of New Articles | | Mgmt | For | For | For |
|
|
|
| Booking Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BKNG | CUSIP 09857L108 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Glenn D. Fogel | | Mgmt | For | For | For |
| | 1.2 | Elect Mirian M. Graddick-Weir | | Mgmt | For | For | For |
| | 1.3 | Elect Wei Hopeman | | Mgmt | For | For | For |
| | 1.4 | Elect Robert J. Mylod Jr. | | Mgmt | For | For | For |
| | 1.5 | Elect Charles H. Noski | | Mgmt | For | For | For |
| | 1.6 | Elect JosephLarry Quinlan | | Mgmt | For | For | For |
| | 1.7 | Elect Nicholas J. Read | | Mgmt | For | For | For |
| | 1.8 | Elect Thomas E. Rothman | | Mgmt | For | For | For |
| | 1.9 | Elect Sumit Singh | | Mgmt | For | For | For |
| | 1.10 | Elect Lynn M. Vojvodich Radakovich | | Mgmt | For | For | For |
| | 1.11 | Elect Vanessa A. Wittman | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Broadcom Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AVGO | ISIN US11135F2002 | | 04/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Diane M. Bryant | | Mgmt | For | For | For |
| | 2 | Elect Gayla J. Delly | | Mgmt | For | For | For |
| | 3 | Elect Raul J. Fernandez | | Mgmt | For | For | For |
| | 4 | Elect Eddy W. Hartenstein | | Mgmt | For | For | For |
| | 5 | Elect Check Kian Low | | Mgmt | For | For | For |
| | 6 | Elect Justine F. Page | | Mgmt | For | For | For |
| | 7 | Elect Henry S. Samueli | | Mgmt | For | For | For |
| | 8 | Elect Hock E. Tan | | Mgmt | For | For | For |
| | 9 | Elect Harry L. You | | Mgmt | For | Against | Against |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Amendment to the 2012 Stock Incentive Plan | | Mgmt | For | Against | Against |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Cadence Design Systems, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CDNS | CUSIP 127387108 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mark W. Adams | | Mgmt | For | For | For |
| | 2 | Elect Ita M. Brennan | | Mgmt | For | For | For |
| | 3 | Elect Lewis Chew | | Mgmt | For | For | For |
| | 4 | Elect Anirudh Devgan | | Mgmt | For | For | For |
| | 5 | Elect Mary L. Krakauer | | Mgmt | For | For | For |
| | 6 | Elect Julia Liuson | | Mgmt | For | For | For |
| | 7 | Elect James D. Plummer | | Mgmt | For | For | For |
| | 8 | Elect Alberto Sangiovanni-Vincentelli | | Mgmt | For | For | For |
| | 9 | Elect John B. Shoven | | Mgmt | For | For | For |
| | 10 | Elect Young K. Sohn | | Mgmt | For | For | For |
| | 11 | Amendment to the Omnibus Equity Incentive Plan | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Length of Share Ownership Required to Call Special Meetings | | ShrHoldr | Against | Against | For |
|
|
|
| Canadian Pacific Kansas City Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CP | CUSIP 13646K108 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Appointment of Auditor | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Approach to Climate Change | | Mgmt | For | For | For |
| | 4 | Elect John Baird | | Mgmt | For | For | For |
| | 5 | Elect Isabelle Courville | | Mgmt | For | For | For |
| | 6 | Elect Keith E. Creel | | Mgmt | For | For | For |
| | 7 | Elect Gillian H. Denham | | Mgmt | For | For | For |
| | 8 | Elect Antonio Garza | | Mgmt | For | For | For |
| | 9 | Elect David Garza-Santos | | Mgmt | For | For | For |
| | 10 | Elect Edward R. Hamberger | | Mgmt | For | For | For |
| | 11 | Elect Janet H. Kennedy | | Mgmt | For | For | For |
| | 12 | Elect Henry J. Maier | | Mgmt | For | For | For |
| | 13 | Elect Matthew H. Paull | | Mgmt | For | For | For |
| | 14 | Elect Jane L. Peverett | | Mgmt | For | For | For |
| | 15 | Elect Andrea Robertson | | Mgmt | For | For | For |
| | 16 | Elect Gordon T. Trafton | | Mgmt | For | For | For |
|
|
|
| Chipotle Mexican Grill, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMG | CUSIP 169656105 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Albert S. Baldocchi | | Mgmt | For | For | For |
| | 2 | Elect Matthew Carey | | Mgmt | For | For | For |
| | 3 | Elect Gregg L. Engles | | Mgmt | For | For | For |
| | 4 | Elect Patricia D. Fili-Krushel | | Mgmt | For | For | For |
| | 5 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 6 | Elect Robin Hickenlooper | | Mgmt | For | For | For |
| | 7 | Elect Scott H. Maw | | Mgmt | For | For | For |
| | 8 | Elect Brian Niccol | | Mgmt | For | For | For |
| | 9 | Elect Mary A. Winston | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | Against | For |
|
|
|
| Costar Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CSGP | CUSIP 22160N109 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael R. Klein | | Mgmt | For | For | For |
| | 2 | Elect Andrew C. Florance | | Mgmt | For | For | For |
| | 3 | Elect Michael J. Glosserman | | Mgmt | For | For | For |
| | 4 | Elect John W. Hill | | Mgmt | For | For | For |
| | 5 | Elect Laura Cox Kaplan | | Mgmt | For | For | For |
| | 6 | Elect Robert W. Musslewhite | | Mgmt | For | For | For |
| | 7 | Elect Christopher J. Nassetta | | Mgmt | For | For | For |
| | 8 | Elect Louise S. Sams | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Shareholder Proposal Regarding GHG Targets and Alignment with the Paris Agreement | | ShrHoldr | Against | For | Against |
|
|
|
| Costco Wholesale Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COST | CUSIP 22160K105 | | 01/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Susan L. Decker | | Mgmt | For | For | For |
| | 2 | Elect Director Kenneth D. Denman | | Mgmt | For | For | For |
| | 3 | Elect Director Richard A. Galanti | | Mgmt | For | For | For |
| | 4 | Elect Director Hamilton E. James | | Mgmt | For | For | For |
| | 5 | Elect Director W. Craig Jelinek | | Mgmt | For | For | For |
| | 6 | Elect Director Sally Jewell | | Mgmt | For | For | For |
| | 7 | Elect Director Charles T. Munger | | Mgmt | For | For | For |
| | 8 | Elect Director Jeffrey S. Raikes | | Mgmt | For | For | For |
| | 9 | Elect Director John W. Stanton | | Mgmt | For | For | For |
| | 10 | Elect Director Ron M. Vachris | | Mgmt | For | For | For |
| | 11 | Elect Director Mary Agnes (Maggie) Wilderotter | | Mgmt | For | For | For |
| | 12 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Report on Risk Due to Restrictions on Reproductive Rights | | ShrHoldr | Against | Against | For |
|
|
|
| Danaher Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DHR | CUSIP 235851102 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Rainer M. Blair | | Mgmt | For | For | For |
| | 2 | Elect Feroz Dewan | | Mgmt | For | For | For |
| | 3 | Elect Linda P. Hefner Filler | | Mgmt | For | For | For |
| | 4 | Elect Teri L. List | | Mgmt | For | For | For |
| | 5 | Elect Walter G. Lohr, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Jessica L. Mega | | Mgmt | For | For | For |
| | 7 | Elect Mitchell P. Rales | | Mgmt | For | For | For |
| | 8 | Elect Steven M. Rales | | Mgmt | For | For | For |
| | 9 | Elect Pardis C. Sabeti | | Mgmt | For | For | For |
| | 10 | Elect A. Shane Sanders | | Mgmt | For | For | For |
| | 11 | Elect John T. Schwieters | | Mgmt | For | For | For |
| | 12 | Elect Alan G. Spoon | | Mgmt | For | For | For |
| | 13 | Elect Raymond C. Stevens | | Mgmt | For | For | For |
| | 14 | Elect Elias A. Zerhouni | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
|
|
|
| Deere & Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DE | CUSIP 244199105 | | 02/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Leanne G. Caret | | Mgmt | For | For | For |
| | 2 | Elect Director Tamra A. Erwin | | Mgmt | For | For | For |
| | 3 | Elect Director Alan C. Heuberger | | Mgmt | For | For | For |
| | 4 | Elect Director Charles O. Holliday, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Director Michael O. Johanns | | Mgmt | For | For | For |
| | 6 | Elect Director Clayton M. Jones | | Mgmt | For | For | For |
| | 7 | Elect Director John C. May | | Mgmt | For | For | For |
| | 8 | Elect Director Gregory R. Page | | Mgmt | For | For | For |
| | 9 | Elect Director Sherry M. Smith | | Mgmt | For | For | For |
| | 10 | Elect Director Dmitri L. Stockton | | Mgmt | For | For | For |
| | 11 | Elect Director Sheila G. Talton | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | ShrHoldr | Against | Against | For |
|
|
|
| DexCom, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DXCM | CUSIP 252131107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Steven R. Altman | | Mgmt | For | For | For |
| | 2 | Elect Richard A. Collins | | Mgmt | For | For | For |
| | 3 | Elect Karen M. Dahut | | Mgmt | For | For | For |
| | 4 | Elect Mark G. Foletta | | Mgmt | For | For | For |
| | 5 | Elect Barbara E. Kahn | | Mgmt | For | For | For |
| | 6 | Elect Kyle Malady | | Mgmt | For | For | For |
| | 7 | Elect Eric Topol | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| Eli Lilly and Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LLY | CUSIP 532457108 | | 05/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William G. Kaelin, Jr. | | Mgmt | For | For | For |
| | 2 | Elect David A. Ricks | | Mgmt | For | For | For |
| | 3 | Elect Marschall S. Runge | | Mgmt | For | For | For |
| | 4 | Elect Karen Walker | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 9 | Elimination of Supermajority Requirements | | Mgmt | For | For | For |
| | 10 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Gartner, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IT | CUSIP 366651107 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter E. Bisson | | Mgmt | For | For | For |
| | 2 | Elect Richard J. Bressler | | Mgmt | For | For | For |
| | 3 | Elect Raul E. Cesan | | Mgmt | For | For | For |
| | 4 | Elect Karen E. Dykstra | | Mgmt | For | For | For |
| | 5 | Elect Diana S. Ferguson | | Mgmt | For | For | For |
| | 6 | Elect Anne Sutherland Fuchs | | Mgmt | For | For | For |
| | 7 | Elect William O. Grabe | | Mgmt | For | For | For |
| | 8 | Elect Jose M. Gutierrez | | Mgmt | For | For | For |
| | 9 | Elect Eugene A. Hall | | Mgmt | For | For | For |
| | 10 | Elect Stephen G. Pagliuca | | Mgmt | For | For | For |
| | 11 | Elect Eileen M. Serra | | Mgmt | For | For | For |
| | 12 | Elect James C. Smith | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| HCA Healthcare, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HCA | ISIN US40412C1018 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas F. Frist III | | Mgmt | For | For | For |
| | 2 | Elect Samuel N. Hazen | | Mgmt | For | For | For |
| | 3 | Elect Meg G. Crofton | | Mgmt | For | For | For |
| | 4 | Elect Robert J. Dennis | | Mgmt | For | For | For |
| | 5 | Elect Nancy-Ann DeParle | | Mgmt | For | For | For |
| | 6 | Elect William R. Frist | | Mgmt | For | For | For |
| | 7 | Elect Hugh F. Johnston | | Mgmt | For | For | For |
| | 8 | Elect Michael W. Michelson | | Mgmt | For | For | For |
| | 9 | Elect Wayne J. Riley | | Mgmt | For | For | For |
| | 10 | Elect Andrea B. Smith | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Board Oversight of Staffing and Patient Safety | | ShrHoldr | Against | Against | For |
|
|
|
| Humana Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HUM | ISIN US4448591028 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Raquel C. Bono | | Mgmt | For | For | For |
| | 2 | Elect Bruce Broussard | | Mgmt | For | For | For |
| | 3 | Elect Frank A. D'Amelio | | Mgmt | For | For | For |
| | 4 | Elect David T. Feinberg | | Mgmt | For | For | For |
| | 5 | Elect Wayne A.I. Frederick | | Mgmt | For | For | For |
| | 6 | Elect John W. Garratt | | Mgmt | For | For | For |
| | 7 | Elect Kurt J. Hilzinger | | Mgmt | For | For | For |
| | 8 | Elect Karen W. Katz | | Mgmt | For | For | For |
| | 9 | Elect Marcy S. Klevorn | | Mgmt | For | For | For |
| | 10 | Elect William J. McDonald | | Mgmt | For | For | For |
| | 11 | Elect Jorge S. Mesquita | | Mgmt | For | For | For |
| | 12 | Elect Brad D. Smith | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Idexx Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IDXX | CUSIP 45168D104 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Daniel M. Junius | | Mgmt | For | For | For |
| | 2 | Elect Lawrence D. Kingsley | | Mgmt | For | For | For |
| | 3 | Elect Sophie V. Vandebroek | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Intuit Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INTU | CUSIP 461202103 | | 01/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Eve Burton | | Mgmt | For | For | For |
| | 2 | Elect Director Scott D. Cook | | Mgmt | For | For | For |
| | 3 | Elect Director Richard L. Dalzell | | Mgmt | For | For | For |
| | 4 | Elect Director Sasan K. Goodarzi | | Mgmt | For | For | For |
| | 5 | Elect Director Deborah Liu | | Mgmt | For | For | For |
| | 6 | Elect Director Tekedra Mawakana | | Mgmt | For | For | For |
| | 7 | Elect Director Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 8 | Elect Director Thomas Szkutak | | Mgmt | For | For | For |
| | 9 | Elect Director Raul Vazquez | | Mgmt | For | For | For |
| | 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 11 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Intuitive Surgical, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ISRG | CUSIP 46120E602 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Craig H. Barratt | | Mgmt | For | For | For |
| | 2 | Elect Joseph C. Beery | | Mgmt | For | For | For |
| | 3 | Elect Gary S. Guthart | | Mgmt | For | For | For |
| | 4 | Elect Amal M. Johnson | | Mgmt | For | For | For |
| | 5 | Elect Don R. Kania | | Mgmt | For | For | For |
| | 6 | Elect Amy L. Ladd | | Mgmt | For | For | For |
| | 7 | Elect Keith R. Leonard, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Alan J. Levy | | Mgmt | For | For | For |
| | 9 | Elect Jami Dover Nachtsheim | | Mgmt | For | For | For |
| | 10 | Elect Monica P. Reed | | Mgmt | For | For | For |
| | 11 | Elect Mark J. Rubash | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| IQVIA Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IQV | ISIN US74876Y1010 | | 04/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Carol J. Burt | | Mgmt | For | For | For |
| | 2 | Elect Colleen A. Goggins | | Mgmt | For | For | For |
| | 3 | Elect Sheila A. Stamps | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 5 | Permit Shareholders to Call Special Meetings | | Mgmt | For | For | For |
| | 6 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Johnson Controls International Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JCI | CINS G51502105 | | 03/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jean Blackwell | | Mgmt | For | For | For |
| | 2 | Elect Director Pierre Cohade | | Mgmt | For | For | For |
| | 3 | Elect Director Michael E. Daniels | | Mgmt | For | For | For |
| | 4 | Elect Director W. Roy Dunbar | | Mgmt | For | For | For |
| | 5 | Elect Director Gretchen R. Haggerty | | Mgmt | For | For | For |
| | 6 | Elect Director Ayesha Khanna | | Mgmt | For | For | For |
| | 7 | Elect Director Simone Menne | | Mgmt | For | For | For |
| | 8 | Elect Director George R. Oliver | | Mgmt | For | For | For |
| | 9 | Elect Director Jurgen Tinggren | | Mgmt | For | For | For |
| | 10 | Elect Director Mark Vergnano | | Mgmt | For | For | For |
| | 11 | Elect Director John D. Young | | Mgmt | For | For | For |
| | 12 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Authorize Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 14 | Authorize Market Purchases of Company Shares | | Mgmt | For | For | For |
| | 15 | Determine Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 16 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Approve the Directors' Authority to Allot Shares | | Mgmt | For | For | For |
| | 19 | Approve the Disapplication of Statutory Pre-Emption Rights | | Mgmt | For | For | For |
|
|
|
| Live Nation Entertainment, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LYV | CUSIP 538034109 | | 06/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Maverick Carter | | Mgmt | For | For | For |
| | 2 | Elect Ping Fu | | Mgmt | For | For | For |
| | 3 | Elect Jeffrey T. Hinson | | Mgmt | For | For | For |
| | 4 | Elect Chad Hollingsworth | | Mgmt | For | For | For |
| | 5 | Elect Jimmy Iovine | | Mgmt | For | For | For |
| | 6 | Elect James S. Kahan | | Mgmt | For | For | For |
| | 7 | Elect Gregory B. Maffei | | Mgmt | For | Against | Against |
| | 8 | Elect Randall T. Mays | | Mgmt | For | Against | Against |
| | 9 | Elect Richard A. Paul | | Mgmt | For | For | For |
| | 10 | Elect Michael Rapino | | Mgmt | For | For | For |
| | 11 | Elect Latriece Watkins | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Lonza Group AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LONN | CINS H50524133 | | 05/05/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Switzerland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | TNA | N/A |
| | 4 | Compensation Report | | Mgmt | For | TNA | N/A |
| | 5 | Ratification of Board and Management Acts | | Mgmt | For | TNA | N/A |
| | 6 | Allocation of Dividends | | Mgmt | For | TNA | N/A |
| | 7 | Elect Albert M. Baehny | | Mgmt | For | TNA | N/A |
| | 8 | Elect Marion Helmes | | Mgmt | For | TNA | N/A |
| | 9 | Elect Angelica Kohlmann | | Mgmt | For | TNA | N/A |
| | 10 | Elect Christoph Mader | | Mgmt | For | TNA | N/A |
| | 11 | Elect Roger Nitsch | | Mgmt | For | TNA | N/A |
| | 12 | Elect Barbara M. Richmond | | Mgmt | For | TNA | N/A |
| | 13 | Elect Jurgen B. Steinemann | | Mgmt | For | TNA | N/A |
| | 14 | Elect Olivier Verscheure | | Mgmt | For | TNA | N/A |
| | 15 | Appoint Albert M. Baehny as Board Chair | | Mgmt | For | TNA | N/A |
| | 16 | Elect Angelica Kohlmann as Nominating and Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 17 | Elect Christoph Mader as Nominating and Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 18 | Elect Jurgen B. Steinemann as Nominating and Compensation Committee Member | | Mgmt | For | TNA | N/A |
| | 19 | Appointment of Auditor | | Mgmt | For | TNA | N/A |
| | 20 | Appointment of Auditor (FY 2024) | | Mgmt | For | TNA | N/A |
| | 21 | Appointment of Independent Proxy | | Mgmt | For | TNA | N/A |
| | 22 | Amendments to Articles (Corporate Purpose) | | Mgmt | For | TNA | N/A |
| | 23 | Introduction of a Capital Band | | Mgmt | For | TNA | N/A |
| | 24 | Amendments to Articles (Executive Compensation) | | Mgmt | For | TNA | N/A |
| | 25 | Amendments to Articles (Other Changes) | | Mgmt | For | TNA | N/A |
| | 26 | Board Compensation | | Mgmt | For | TNA | N/A |
| | 27 | Executive Compensation (Short-Term) | | Mgmt | For | TNA | N/A |
| | 28 | Executive Compensation (Long-Term) | | Mgmt | For | TNA | N/A |
| | 29 | Executive Compensation (Fixed) | | Mgmt | For | TNA | N/A |
| | 30 | Executive Compensation (Fixed and Long-Term) | | Mgmt | For | TNA | N/A |
| | 31 | Additional or Amended Shareholder Proposals | | ShrHoldr | N/A | TNA | N/A |
| | 32 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
|
|
|
| Lululemon Athletica inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LULU | CUSIP 550021109 | | 06/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael Casey | | Mgmt | For | For | For |
| | 2 | Elect Glenn Murphy | | Mgmt | For | For | For |
| | 3 | Elect David M. Mussafer | | Mgmt | For | For | For |
| | 4 | Elect Isabel Ge Mahe | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 8 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
|
|
|
| Mastercard Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MA | CUSIP 57636Q104 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Merit E. Janow | | Mgmt | For | For | For |
| | 2 | Elect Candido Botelho Bracher | | Mgmt | For | For | For |
| | 3 | Elect Richard K. Davis | | Mgmt | For | For | For |
| | 4 | Elect Julius Genachowski | | Mgmt | For | For | For |
| | 5 | Elect Choon Phong Goh | | Mgmt | For | For | For |
| | 6 | Elect Oki Matsumoto | | Mgmt | For | For | For |
| | 7 | Elect Michael Miebach | | Mgmt | For | For | For |
| | 8 | Elect Youngme E. Moon | | Mgmt | For | For | For |
| | 9 | Elect Rima Qureshi | | Mgmt | For | For | For |
| | 10 | Elect Gabrielle Sulzberger | | Mgmt | For | For | For |
| | 11 | Elect Harit Talwar | | Mgmt | For | For | For |
| | 12 | Elect Lance Uggla | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Approval of the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | | ShrHoldr | Against | Against | For |
|
|
|
| Merck & Co., Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MRK | CUSIP 58933Y105 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Douglas M. Baker, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Mary Ellen Coe | | Mgmt | For | For | For |
| | 3 | Elect Pamela J. Craig | | Mgmt | For | For | For |
| | 4 | Elect Robert M. Davis | | Mgmt | For | For | For |
| | 5 | Elect Thomas H. Glocer | | Mgmt | For | For | For |
| | 6 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 7 | Elect Stephen L. Mayo | | Mgmt | For | For | For |
| | 8 | Elect Paul B. Rothman | | Mgmt | For | For | For |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Christine E. Seidman | | Mgmt | For | For | For |
| | 11 | Elect Inge G. Thulin | | Mgmt | For | For | For |
| | 12 | Elect Kathy J. Warden | | Mgmt | For | For | For |
| | 13 | Elect Peter C. Wendell | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Meta Platforms, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | META | CUSIP 30303M102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Peggy Alford | | Mgmt | For | For | For |
| | 1.2 | Elect Marc L. Andreessen | | Mgmt | For | For | For |
| | 1.3 | Elect Andrew W. Houston | | Mgmt | For | For | For |
| | 1.4 | Elect Nancy Killefer | | Mgmt | For | For | For |
| | 1.5 | Elect Robert M. Kimmitt | | Mgmt | For | For | For |
| | 1.6 | Elect Sheryl K. Sandberg | | Mgmt | For | For | For |
| | 1.7 | Elect Tracey T. Travis | | Mgmt | For | For | For |
| | 1.8 | Elect Tony Xu | | Mgmt | For | For | For |
| | 1.9 | Elect Mark Zuckerberg | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 4 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Human Rights Impact Assessment | | ShrHoldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Report on Content Management in India | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | | ShrHoldr | Against | For | Against |
| | 11 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | | ShrHoldr | Against | Against | For |
| | 12 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | | ShrHoldr | Against | Against | For |
|
|
|
| Microsoft Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MSFT | CINS 594918104 | | 12/13/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director John W. Thompson | | Mgmt | For | For | For |
| | 2 | Elect Director Reid G. Hoffman | | Mgmt | For | For | For |
| | 3 | Elect Director Emma N. Walmsley | | Mgmt | For | For | For |
| | 4 | Elect Director Padmasree Warrior | | Mgmt | For | For | For |
| | 5 | Elect Director Hugh F. Johnston | | Mgmt | For | For | For |
| | 6 | Elect Director Teri L. List | | Mgmt | For | For | For |
| | 7 | Elect Director Satya Nadella | | Mgmt | For | For | For |
| | 8 | Elect Director Sandra E. Peterson | | Mgmt | For | For | For |
| | 9 | Elect Director Penny S. Pritzker | | Mgmt | For | For | For |
| | 10 | Elect Director Carlos A. Rodriguez | | Mgmt | For | For | For |
| | 11 | Elect Director Charles W. Scharf | | Mgmt | For | For | For |
| | 12 | Elect Director John W. Stanton | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Report on Cost/Benefit Analysis of Diversity and Inclusion | | ShrHoldr | Against | Against | For |
| | 16 | Report on Hiring of Persons with Arrest or Incarceration Records | | ShrHoldr | Against | Against | For |
| | 17 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | | ShrHoldr | Against | Against | For |
| | 18 | Report on Government Use of Microsoft Technology | | ShrHoldr | Against | Against | For |
| | 19 | Report on Development of Products for Military | | ShrHoldr | Against | Against | For |
| | 20 | Report on Tax Transparency | | ShrHoldr | Against | Against | For |
|
|
|
| MSCI Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MSCI | CUSIP 55354G100 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Henry A. Fernandez | | Mgmt | For | For | For |
| | 2 | Elect Robert G. Ashe | | Mgmt | For | For | For |
| | 3 | Elect Wayne Edmunds | | Mgmt | For | For | For |
| | 4 | Elect Catherine R. Kinney | | Mgmt | For | For | For |
| | 5 | Elect Robin L. Matlock | | Mgmt | For | For | For |
| | 6 | Elect Jacques P. Perold | | Mgmt | For | For | For |
| | 7 | Elect C.D. Baer Pettit | | Mgmt | For | For | For |
| | 8 | Elect Sandy C. Rattray | | Mgmt | For | For | For |
| | 9 | Elect Linda H. Riefler | | Mgmt | For | For | For |
| | 10 | Elect Marcus L. Smith | | Mgmt | For | For | For |
| | 11 | Elect Rajat Taneja | | Mgmt | For | For | For |
| | 12 | Elect Paula Volent | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Netflix, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NFLX | CUSIP 64110L106 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mathias Dopfner | | Mgmt | For | For | For |
| | 2 | Elect Reed Hastings | | Mgmt | For | For | For |
| | 3 | Elect Jay Hoag | | Mgmt | For | Against | Against |
| | 4 | Elect Ted Sarandos | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | For | Against |
| | 9 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Climate Risk in Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | For | Against |
|
|
|
| NIKE, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NKE | CINS 654106103 | | 09/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 4 | Adopt a Policy on China Sourcing | | ShrHoldr | Against | Against | For |
| | 5 | Elect Director Alan B. Graf, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Director Peter B. Henry | | Mgmt | For | For | For |
| | 7 | Elect Director Michelle A. Peluso | | Mgmt | For | For | For |
|
|
|
| NVIDIA Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NVDA | CUSIP 67066G104 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert K. Burgess | | Mgmt | For | For | For |
| | 2 | Elect Tench Coxe | | Mgmt | For | For | For |
| | 3 | Elect John O. Dabiri | | Mgmt | For | For | For |
| | 4 | Elect Persis S. Drell | | Mgmt | For | For | For |
| | 5 | Elect Jen-Hsun Huang | | Mgmt | For | For | For |
| | 6 | Elect Dawn Hudson | | Mgmt | For | For | For |
| | 7 | Elect Harvey C. Jones | | Mgmt | For | For | For |
| | 8 | Elect Michael G. McCaffery | | Mgmt | For | For | For |
| | 9 | Elect Stephen C. Neal | | Mgmt | For | For | For |
| | 10 | Elect Mark L. Perry | | Mgmt | For | For | For |
| | 11 | Elect A. Brooke Seawell | | Mgmt | For | For | For |
| | 12 | Elect Aarti Shah | | Mgmt | For | For | For |
| | 13 | Elect Mark A. Stevens | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| O'Reilly Automotive, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORLY | CUSIP 67103H107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David E. O'Reilly | | Mgmt | For | For | For |
| | 2 | Elect Larry P. O'Reilly | | Mgmt | For | For | For |
| | 3 | Elect Greg Henslee | | Mgmt | For | For | For |
| | 4 | Elect Jay D. Burchfield | | Mgmt | For | For | For |
| | 5 | Elect Thomas T. Hendrickson | | Mgmt | For | For | For |
| | 6 | Elect John R. Murphy | | Mgmt | For | For | For |
| | 7 | Elect Dana M. Perlman | | Mgmt | For | For | For |
| | 8 | Elect Maria A. Sastre | | Mgmt | For | For | For |
| | 9 | Elect Andrea M. Weiss | | Mgmt | For | For | For |
| | 10 | Elect Fred Whitfield | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Palo Alto Networks, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PANW | CINS 697435105 | | 12/13/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Amend Omnibus Stock Plan | | Mgmt | For | Against | Against |
| | 4 | Elect Director Helene D. Gayle | | Mgmt | For | For | For |
| | 5 | Elect Director James J. Goetz | | Mgmt | For | For | For |
|
|
|
| Salesforce, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRM | CUSIP 79466L302 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc R. Benioff | | Mgmt | For | For | For |
| | 2 | Elect Laura Alber | | Mgmt | For | For | For |
| | 3 | Elect Craig A. Conway | | Mgmt | For | For | For |
| | 4 | Elect Arnold W. Donald | | Mgmt | For | For | For |
| | 5 | Elect Parker Harris | | Mgmt | For | For | For |
| | 6 | Elect Neelie Kroes | | Mgmt | For | For | For |
| | 7 | Elect Sachin Mehra | | Mgmt | For | For | For |
| | 8 | Elect G. Mason Morfit | | Mgmt | For | For | For |
| | 9 | Elect Oscar Munoz | | Mgmt | For | Against | Against |
| | 10 | Elect John V. Roos | | Mgmt | For | For | For |
| | 11 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 12 | Elect Maynard G. Webb | | Mgmt | For | For | For |
| | 13 | Elect Susan D. Wojcicki | | Mgmt | For | For | For |
| | 14 | Amendment to the 2013 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
|
|
|
| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CUSIP 88160R101 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Elon Musk | | Mgmt | For | For | For |
| | 2 | Elect Robyn M. Denholm | | Mgmt | For | For | For |
| | 3 | Elect J.B. Straubel | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Key Person Risk Report | | ShrHoldr | Against | Against | For |
|
|
|
| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CINS 88160R101 | | 08/04/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Ira Ehrenpreis | | Mgmt | For | Against | Against |
| | 2 | Elect Director Kathleen Wilson-Thompson | | Mgmt | For | Against | Against |
| | 3 | Reduce Director Terms from Three to Two Years | | Mgmt | For | For | For |
| | 4 | Eliminate Supermajority Voting Provisions | | Mgmt | For | For | For |
| | 5 | Increase Authorized Common Stock | | Mgmt | For | For | For |
| | 6 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 7 | Adopt Proxy Access Right | | ShrHoldr | Against | For | Against |
| | 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | | ShrHoldr | Against | For | Against |
| | 9 | Report on Racial and Gender Board Diversity | | ShrHoldr | Against | Against | For |
| | 10 | Report on the Impacts of Using Mandatory Arbitration | | ShrHoldr | Against | For | Against |
| | 11 | Report on Corporate Climate Lobbying in line with Paris Agreement | | ShrHoldr | Against | For | Against |
| | 12 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | | ShrHoldr | Against | For | Against |
| | 13 | Report on Eradicating Child Labor in Battery Supply Chain | | ShrHoldr | Against | Against | For |
| | 14 | Report on Water Risk Exposure | | ShrHoldr | Against | For | Against |
|
|
|
| The Charles Schwab Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SCHW | CUSIP 808513105 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marianne C. Brown | | Mgmt | For | Against | Against |
| | 2 | Elect Frank C. Herringer | | Mgmt | For | Against | Against |
| | 3 | Elect Gerri Martin-Flickinger | | Mgmt | For | Against | Against |
| | 4 | Elect Todd M. Ricketts | | Mgmt | For | Against | Against |
| | 5 | Elect Carolyn Schwab-Pomerantz | | Mgmt | For | Against | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
|
|
|
| The Estee Lauder Companies Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EL | CINS 518439104 | | 11/18/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director Ronald S. Lauder | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director William P. Lauder | | Mgmt | For | Withhold | Against |
| | 5 | Elect Director Richard D. Parsons | | Mgmt | For | Withhold | Against |
| | 6 | Elect Director Lynn Forester de Rothschild | | Mgmt | For | Withhold | Against |
| | 7 | Elect Director Jennifer Tejada | | Mgmt | For | Withhold | Against |
| | 8 | Elect Director Richard F. Zannino | | Mgmt | For | Withhold | Against |
|
|
|
| The Hershey Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HSY | CUSIP 427866108 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Pamela M. Arway | | Mgmt | For | For | For |
| | 1.2 | Elect Michele G. Buck | | Mgmt | For | For | For |
| | 1.3 | Elect Victor L. Crawford | | Mgmt | For | For | For |
| | 1.4 | Elect Robert M. Dutkowsky | | Mgmt | For | For | For |
| | 1.5 | Elect Mary Kay Haben | | Mgmt | For | For | For |
| | 1.6 | Elect James C. Katzman | | Mgmt | For | For | For |
| | 1.7 | Elect M. Diane Koken | | Mgmt | For | For | For |
| | 1.8 | Elect Huong Maria T. Kraus | | Mgmt | For | For | For |
| | 1.9 | Elect Robert M. Malcolm | | Mgmt | For | For | For |
| | 1.10 | Elect Anthony J. Palmer | | Mgmt | For | For | For |
| | 1.11 | Elect Juan R. Perez | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Shareholder Proposal Regarding Report on Ending Child Labor | | ShrHoldr | Against | Against | For |
|
|
|
| The Home Depot, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HD | CUSIP 437076102 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gerard J. Arpey | | Mgmt | For | For | For |
| | 2 | Elect Ari Bousbib | | Mgmt | For | For | For |
| | 3 | Elect Jeffery H. Boyd | | Mgmt | For | For | For |
| | 4 | Elect Gregory D. Brenneman | | Mgmt | For | For | For |
| | 5 | Elect J. Frank Brown | | Mgmt | For | For | For |
| | 6 | Elect Albert P. Carey | | Mgmt | For | For | For |
| | 7 | Elect Edward P. Decker | | Mgmt | For | For | For |
| | 8 | Elect Linda R. Gooden | | Mgmt | For | For | For |
| | 9 | Elect Wayne M. Hewett | | Mgmt | For | For | For |
| | 10 | Elect Manuel Kadre | | Mgmt | For | For | For |
| | 11 | Elect Stephanie C. Linnartz | | Mgmt | For | For | For |
| | 12 | Elect Paula Santilli | | Mgmt | For | For | For |
| | 13 | Elect Caryn Seidman-Becker | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Public Positions on Political Speech | | ShrHoldr | Against | Against | For |
|
|
|
| The Sherwin-Williams Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHW | ISIN US8243481061 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kerrii B. Anderson | | Mgmt | For | For | For |
| | 2 | Elect Arthur F. Anton | | Mgmt | For | For | For |
| | 3 | Elect Jeff M. Fettig | | Mgmt | For | For | For |
| | 4 | Elect John G. Morikis | | Mgmt | For | For | For |
| | 5 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 6 | Elect Aaron M. Powell | | Mgmt | For | For | For |
| | 7 | Elect Marta R. Stewart | | Mgmt | For | For | For |
| | 8 | Elect Michael H. Thaman | | Mgmt | For | For | For |
| | 9 | Elect Matthew Thornton III | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| T-Mobile US, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMUS | CUSIP 872590104 | | 06/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Andre Almeida | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Marcelo Claure | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Srikant M. Datar | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Srinivasan Gopalan | | Mgmt | For | Withhold | Against |
| | 1.5 | Elect Timotheus Hottges | | Mgmt | For | Withhold | Against |
| | 1.6 | Elect Christian P. Illek | | Mgmt | For | Withhold | Against |
| | 1.7 | Elect Raphael Kubler | | Mgmt | For | Withhold | Against |
| | 1.8 | Elect Thorsten Langheim | | Mgmt | For | Withhold | Against |
| | 1.9 | Elect Dominique Leroy | | Mgmt | For | Withhold | Against |
| | 1.10 | Elect Letitia A. Long | | Mgmt | For | Withhold | Against |
| | 1.11 | Elect G. Michael Sievert | | Mgmt | For | Withhold | Against |
| | 1.12 | Elect Teresa A. Taylor | | Mgmt | For | Withhold | Against |
| | 1.13 | Elect Kelvin R. Westbrook | | Mgmt | For | Withhold | Against |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 5 | Approval of the 2023 Incentive Award Plan | | Mgmt | For | For | For |
| | 6 | Amendment to the 2014 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| TransDigm Group Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TDG | CUSIP 893641100 | | 03/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director David Barr | | Mgmt | For | For | For |
| | 1.2 | Elect Director Jane Cronin | | Mgmt | For | For | For |
| | 1.3 | Elect Director Mervin Dunn | | Mgmt | For | For | For |
| | 1.4 | Elect Director Michael Graff | | Mgmt | For | For | For |
| | 1.5 | Elect Director Sean Hennessy | | Mgmt | For | For | For |
| | 1.6 | Elect Director W. Nicholas Howley | | Mgmt | For | For | For |
| | 1.7 | Elect Director Gary E. McCullough | | Mgmt | For | For | For |
| | 1.8 | Elect Director Michele Santana | | Mgmt | For | For | For |
| | 1.9 | Elect Director Robert Small | | Mgmt | For | For | For |
| | 1.10 | Elect Director John Staer | | Mgmt | For | For | For |
| | 1.11 | Elect Director Kevin Stein | | Mgmt | For | For | For |
| | 2 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 4 | Advisory Vote on Say on Pay Frequency | | Mgmt | None | 1 Year | N/A |
|
|
|
| Union Pacific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNP | CUSIP 907818108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William J. DeLaney | | Mgmt | For | For | For |
| | 2 | Elect David B. Dillon | | Mgmt | For | For | For |
| | 3 | Elect Sheri H. Edison | | Mgmt | For | For | For |
| | 4 | Elect Teresa M. Finley | | Mgmt | For | For | For |
| | 5 | Elect Lance M. Fritz | | Mgmt | For | For | For |
| | 6 | Elect Deborah C. Hopkins | | Mgmt | For | For | For |
| | 7 | Elect Jane H. Lute | | Mgmt | For | For | For |
| | 8 | Elect Michael R. McCarthy | | Mgmt | For | For | For |
| | 9 | Elect Jose H. Villarreal | | Mgmt | For | For | For |
| | 10 | Elect Christopher J. Williams | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Against | For |
|
|
|
| UnitedHealth Group Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNH | CUSIP 91324P102 | | 06/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 2 | Elect Paul R. Garcia | | Mgmt | For | For | For |
| | 3 | Elect Kristen Gil | | Mgmt | For | For | For |
| | 4 | Elect Stephen J. Hemsley | | Mgmt | For | For | For |
| | 5 | Elect Michele J. Hooper | | Mgmt | For | For | For |
| | 6 | Elect F. William McNabb, III | | Mgmt | For | For | For |
| | 7 | Elect Valerie C. Montgomery Rice | | Mgmt | For | For | For |
| | 8 | Elect John H. Noseworthy | | Mgmt | For | For | For |
| | 9 | Elect Andrew Witty | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
|
|
|
| Universal Music Group N.V. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UMG | CINS N90313102 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 6 | Remuneration Report | | Mgmt | For | Against | Against |
| | 7 | Accounts and Reports | | Mgmt | For | For | For |
| | 8 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 9 | Allocation of Dividends | | Mgmt | For | For | For |
| | 10 | Ratification of Executives Directors' Acts | | Mgmt | For | For | For |
| | 11 | Ratification of Non-Executives' Acts | | Mgmt | For | Against | Against |
| | 12 | Elect Lucian Grainge to the Board of Directors | | Mgmt | For | Against | Against |
| | 13 | Supplement to CEO Remuneration Policy | | Mgmt | For | Against | Against |
| | 14 | Elect Sherry Lansing to the Board of Directors | | Mgmt | For | Against | Against |
| | 15 | Elect Anna Jones to the Board of Directors | | Mgmt | For | Against | Against |
| | 16 | Elect Luc van Os to the Board of Directors | | Mgmt | For | Against | Against |
| | 17 | Elect Haim Saban to the Board of Directors | | Mgmt | For | Against | Against |
| | 18 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 19 | Appointment of Auditor | | Mgmt | For | For | For |
| | 20 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
| | 21 | Non-Voting Agenda Item | | N/A | N/A | N/A | N/A |
|
|
|
| Visa Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | V | CUSIP 92826C839 | | 01/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Lloyd A. Carney | | Mgmt | For | Against | Against |
| | 2 | Elect Director Kermit R. Crawford | | Mgmt | For | For | For |
| | 3 | Elect Director Francisco Javier Fernandez-Carbajal | | Mgmt | For | For | For |
| | 4 | Elect Director Alfred F. Kelly, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Director Ramon Laguarta | | Mgmt | For | For | For |
| | 6 | Elect Director Teri L. List | | Mgmt | For | For | For |
| | 7 | Elect Director John F. Lundgren | | Mgmt | For | For | For |
| | 8 | Elect Director Denise M. Morrison | | Mgmt | For | For | For |
| | 9 | Elect Director Linda J. Rendle | | Mgmt | For | For | For |
| | 10 | Elect Director Maynard G. Webb, Jr. | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Require Independent Board Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Waste Connections, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WCN | CUSIP 94106B101 | | 05/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Andrea E. Bertone | | Mgmt | For | For | For |
| | 2 | Elect Edward E. Guillet | | Mgmt | For | For | For |
| | 3 | Elect Michael W. Harlan | | Mgmt | For | For | For |
| | 4 | Elect Larry S. Hughes | | Mgmt | For | For | For |
| | 5 | Elect Worthing F. Jackman | | Mgmt | N/A | For | N/A |
| | 6 | Elect Elise L. Jordan | | Mgmt | For | For | For |
| | 7 | Elect Susan Lee | | Mgmt | For | For | For |
| | 8 | Elect Ronald J. Mittelstaedt | | Mgmt | For | For | For |
| | 9 | Elect William J. Razzouk | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | | | | | | | |
| Registrant : | Putnam Investment Funds | | | |
| Fund Name : | Putnam Research Fund | | | |
|
|
|
| Abbott Laboratories | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABT | CUSIP 002824100 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert J. Alpern | | Mgmt | For | For | For |
| | 2 | Elect Claire Babineaux-Fontenot | | Mgmt | For | For | For |
| | 3 | Elect Sally E. Blount | | Mgmt | For | For | For |
| | 4 | Elect Robert B. Ford | | Mgmt | For | For | For |
| | 5 | Elect Paola Gonzalez | | Mgmt | For | For | For |
| | 6 | Elect Michelle A. Kumbier | | Mgmt | For | For | For |
| | 7 | Elect Darren W. McDew | | Mgmt | For | For | For |
| | 8 | Elect Nancy McKinstry | | Mgmt | For | For | For |
| | 9 | Elect Michael G. O'Grady | | Mgmt | For | For | For |
| | 10 | Elect Michael F. Roman | | Mgmt | For | For | For |
| | 11 | Elect Daniel J. Starks | | Mgmt | For | For | For |
| | 12 | Elect John G. Stratton | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | | ShrHoldr | Against | Against | For |
|
|
|
| AbbVie Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABBV | CUSIP 00287Y109 | | 05/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert J. Alpern | | Mgmt | For | For | For |
| | 2 | Elect Melody B. Meyer | | Mgmt | For | For | For |
| | 3 | Elect Frederick H. Waddell | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| Advanced Micro Devices, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMD | CUSIP 007903107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nora M. Denzel | | Mgmt | For | For | For |
| | 2 | Elect D. Mark Durcan | | Mgmt | For | For | For |
| | 3 | Elect Michael P. Gregoire | | Mgmt | For | For | For |
| | 4 | Elect Joseph A. Householder | | Mgmt | For | For | For |
| | 5 | Elect John W. Marren | | Mgmt | For | For | For |
| | 6 | Elect Jon A. Olson | | Mgmt | For | For | For |
| | 7 | Elect Lisa T. Su | | Mgmt | For | For | For |
| | 8 | Elect Abhijit Y. Talwalkar | | Mgmt | For | For | For |
| | 9 | Elect Elizabeth W. Vanderslice | | Mgmt | For | For | For |
| | 10 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Agnico Eagle Mines Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEM | CUSIP 008474108 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Leona Aglukkaq | | Mgmt | For | For | For |
| | 1.2 | Elect Ammar Al-Joundi | | Mgmt | For | For | For |
| | 1.3 | Elect Sean Boyd | | Mgmt | For | For | For |
| | 1.4 | Elect Martine A. Celej | | Mgmt | For | For | For |
| | 1.5 | Elect Robert J. Gemmell | | Mgmt | For | For | For |
| | 1.6 | Elect Jonathan Gill | | Mgmt | For | For | For |
| | 1.7 | Elect Peter Grosskopf | | Mgmt | For | For | For |
| | 1.8 | Elect Elizabeth Lewis-Gray | | Mgmt | For | For | For |
| | 1.9 | Elect Deborah McCombe | | Mgmt | For | For | For |
| | 1.10 | Elect Jeffrey Parr | | Mgmt | For | For | For |
| | 1.11 | Elect J. Merfyn Roberts | | Mgmt | For | For | For |
| | 1.12 | Elect Jamie C. Sokalsky | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| AIA Group Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 1299 | CINS Y002A1105 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Hong Kong | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | For | For |
| | 4 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 5 | Elect Edmund TSE Sze Wing | | Mgmt | For | For | For |
| | 6 | Elect Jack SO Chak Kwong | | Mgmt | For | For | For |
| | 7 | Elect Lawrence LAU Juen-Yee | | Mgmt | For | For | For |
| | 8 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 9 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 10 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 11 | Directors' Fees | | Mgmt | For | For | For |
| | 12 | Amendment to the Share Option Scheme | | Mgmt | For | For | For |
| | 13 | Adoption of Amended Restricted Share Unit Scheme | | Mgmt | For | For | For |
| | 14 | Adoption of the Amended Employee Share Purchase Plan | | Mgmt | For | For | For |
| | 15 | Adoption of the Amended Agency Share Purchase Plan | | Mgmt | For | For | For |
| | 16 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Alamos Gold Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AGI | CUSIP 011532108 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Elaine Ellingham | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect David Fleck | | Mgmt | For | For | For |
| | 1.3 | Elect David Gower | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Claire Kennedy | | Mgmt | For | For | For |
| | 1.5 | Elect John A. McCluskey | | Mgmt | For | For | For |
| | 1.6 | Elect Monique Mercier | | Mgmt | For | For | For |
| | 1.7 | Elect Paul J. Murphy | | Mgmt | For | For | For |
| | 1.8 | Elect J. Robert S. Prichard | | Mgmt | For | For | For |
| | 1.9 | Elect Shaun A. Usmar | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Alkermes plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALKS | CUSIP G01767105 | | 06/29/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Management Nominee Emily Peterson Alva | | Mgmt | For | TNA | N/A |
| | 2 | Elect Management Nominee Shane M. Cooke | | Mgmt | For | TNA | N/A |
| | 3 | Elect Management Nominee Richard Gaynor | | Mgmt | For | TNA | N/A |
| | 4 | Elect Management Nominee Cato T. Laurencin | | Mgmt | For | TNA | N/A |
| | 5 | Elect Management Nominee Brian P. McKeon | | Mgmt | For | TNA | N/A |
| | 6 | Elect Management Nominee Richard F. Pops | | Mgmt | For | TNA | N/A |
| | 7 | Elect Management Nominee Christopher I. Wright | | Mgmt | For | TNA | N/A |
| | 8 | Elect Dissident Nominee Patrice Bonfiglio | | ShrHoldr | Withhold | TNA | N/A |
| | 9 | Elect Dissident Nominee Alexander J. Denner | | ShrHoldr | Withhold | TNA | N/A |
| | 10 | Elect Dissident Nominee Sarah J. Schlesinger | | ShrHoldr | Withhold | TNA | N/A |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | TNA | N/A |
| | 12 | Ratification of Auditor | | Mgmt | For | TNA | N/A |
| | 13 | Amendment to the 2018 Stock Option and Incentive Plan | | Mgmt | For | TNA | N/A |
| | 14 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | TNA | N/A |
| | 15 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | TNA | N/A |
|
|
|
| Alkermes plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALKS | CUSIP G01767105 | | 06/29/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Dissident Nominee Patrice Bonfiglio | | ShrHoldr | N/A | For | N/A |
| | 2 | Elect Dissident Nominee Alexander J. Denner | | ShrHoldr | N/A | For | N/A |
| | 3 | Elect Dissident Nominee Sarah J. Schlesinger | | ShrHoldr | N/A | For | N/A |
| | 4 | Elect Management Nominee Emily Peterson Alva | | Mgmt | N/A | For | N/A |
| | 5 | Elect Management Nominee Cato T. Laurencin | | Mgmt | N/A | For | N/A |
| | 6 | Elect Management Nominee Brian P. McKeon | | Mgmt | N/A | For | N/A |
| | 7 | Elect Management Nominee Christopher I. Wright | | Mgmt | N/A | For | N/A |
| | 8 | Elect Management Nominee Shane M. Cooke | | Mgmt | N/A | Withhold | N/A |
| | 9 | Elect Management Nominee Richard Gaynor | | Mgmt | N/A | Withhold | N/A |
| | 10 | Elect Management Nominee Richard F. Pops | | Mgmt | N/A | Withhold | N/A |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | N/A | For | N/A |
| | 12 | Ratification of Auditor | | Mgmt | N/A | For | N/A |
| | 13 | Amendment to the 2018 Stock Option and Incentive Plan | | Mgmt | N/A | For | N/A |
| | 14 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | N/A | For | N/A |
| | 15 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | N/A | Against | N/A |
|
|
|
| Alphabet Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GOOGL | CUSIP 02079K305 | | 06/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Larry Page | | Mgmt | For | For | For |
| | 2 | Elect Sergey Brin | | Mgmt | For | For | For |
| | 3 | Elect Sundar Pichai | | Mgmt | For | For | For |
| | 4 | Elect John L. Hennessy | | Mgmt | For | For | For |
| | 5 | Elect Frances H. Arnold | | Mgmt | For | For | For |
| | 6 | Elect R. Martin Chavez | | Mgmt | For | For | For |
| | 7 | Elect L. John Doerr | | Mgmt | For | For | For |
| | 8 | Elect Roger W. Ferguson, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Ann Mather | | Mgmt | For | Against | Against |
| | 10 | Elect K. Ram Shriram | | Mgmt | For | For | For |
| | 11 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Amendment to the 2021 Stock Plan | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Lobbying Activity Alignment with Climate Commitments and the Paris Agreement | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Siting in Countries of Significant Human Rights Concern | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Human Rights Impact Assessment | | ShrHoldr | Against | For | Against |
| | 22 | Shareholder Proposal Regarding Algorithm Disclosures | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Alignment of YouTube Policies With Legislation | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Content Governance Report | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Assessment of Audit and Compliance Committee | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
|
|
|
| Altria Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MO | CUSIP 02209S103 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ian L.T. Clarke | | Mgmt | For | For | For |
| | 2 | Elect Marjorie M. Connelly | | Mgmt | For | For | For |
| | 3 | Elect R. Matt Davis | | Mgmt | For | For | For |
| | 4 | Elect William F. Gifford, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Jacinto J. Hernandez | | Mgmt | For | For | For |
| | 6 | Elect Debra J. Kelly-Ennis | | Mgmt | For | For | For |
| | 7 | Elect Kathryn B. McQuade | | Mgmt | For | For | For |
| | 8 | Elect George Munoz | | Mgmt | For | For | For |
| | 9 | Elect Nabil Y. Sakkab | | Mgmt | For | For | For |
| | 10 | Elect Virginia E. Shanks | | Mgmt | For | For | For |
| | 11 | Elect Ellen R. Strahlman | | Mgmt | For | For | For |
| | 12 | Elect M. Max Yzaguirre | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Civil Rights Audit | | ShrHoldr | Against | Against | For |
|
|
|
| Amazon.com, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMZN | CUSIP 023135106 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey P. Bezos | | Mgmt | For | For | For |
| | 2 | Elect Andrew R. Jassy | | Mgmt | For | For | For |
| | 3 | Elect Keith B. Alexander | | Mgmt | For | For | For |
| | 4 | Elect Edith W. Cooper | | Mgmt | For | For | For |
| | 5 | Elect Jamie S. Gorelick | | Mgmt | For | For | For |
| | 6 | Elect Daniel P. Huttenlocher | | Mgmt | For | For | For |
| | 7 | Elect Judith A. McGrath | | Mgmt | For | For | For |
| | 8 | Elect Indra K. Nooyi | | Mgmt | For | For | For |
| | 9 | Elect Jonathan J. Rubinstein | | Mgmt | For | For | For |
| | 10 | Elect Patricia Q. Stonesifer | | Mgmt | For | For | For |
| | 11 | Elect Wendell P. Weeks | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the 1997 Stock Incentive Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Customer Due Diligence | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | | ShrHoldr | Against | Against | For |
| | 29 | Shareholder Proposal Regarding Formation of Public Policy Committee | | ShrHoldr | Against | Against | For |
| | 30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | | ShrHoldr | Against | Against | For |
| | 31 | Shareholder Proposal Regarding Report on Working Conditions | | ShrHoldr | Against | Against | For |
| | 32 | Shareholder Proposal Regarding Report on Plastic Packaging | | ShrHoldr | Against | Against | For |
| | 33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | | ShrHoldr | Against | Against | For |
|
|
|
| Ameren Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEE | CUSIP 023608102 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Warner L. Baxter | | Mgmt | For | For | For |
| | 2 | Elect Cynthia J. Brinkley | | Mgmt | For | For | For |
| | 3 | Elect Catherine S. Brune | | Mgmt | For | For | For |
| | 4 | Elect J. Edward Coleman | | Mgmt | For | For | For |
| | 5 | Elect Ward H. Dickson | | Mgmt | For | For | For |
| | 6 | Elect Noelle K. Eder | | Mgmt | For | For | For |
| | 7 | Elect Ellen M. Fitzsimmons | | Mgmt | For | For | For |
| | 8 | Elect Rafael Flores | | Mgmt | For | For | For |
| | 9 | Elect Richard J. Harshman | | Mgmt | For | For | For |
| | 10 | Elect Craig S. Ivey | | Mgmt | For | For | For |
| | 11 | Elect James C. Johnson | | Mgmt | For | For | For |
| | 12 | Elect Martin J. Lyons, Jr. | | Mgmt | For | For | For |
| | 13 | Elect Steven H. Lipstein | | Mgmt | For | For | For |
| | 14 | Elect Leo S. Mackay, Jr. | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Revision of Scope 1 and 2 GHG Targets to Align with Paris Agreement | | ShrHoldr | Against | Against | For |
|
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|
| American Tower Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMT | CUSIP 03027X100 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas A. Bartlett | | Mgmt | For | For | For |
| | 2 | Elect Kelly C. Chambliss | | Mgmt | For | For | For |
| | 3 | Elect Teresa H. Clarke | | Mgmt | For | For | For |
| | 4 | Elect Raymond P. Dolan | | Mgmt | For | For | For |
| | 5 | Elect Kenneth R. Frank | | Mgmt | For | For | For |
| | 6 | Elect Robert D. Hormats | | Mgmt | For | For | For |
| | 7 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 8 | Elect Craig Macnab | | Mgmt | For | For | For |
| | 9 | Elect JoAnn A. Reed | | Mgmt | For | For | For |
| | 10 | Elect Pamela D.A. Reeve | | Mgmt | For | For | For |
| | 11 | Elect Bruce L. Tanner | | Mgmt | For | For | For |
| | 12 | Elect Samme L. Thompson | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Apollo Global Management, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | APO | CINS 03769M106 | | 10/07/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Marc A. Beilinson | | Mgmt | For | Withhold | Against |
| | 2 | Elect Director Scott Kleinman | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director A.B. Krongard | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Pauline Richards | | Mgmt | For | Withhold | Against |
| | 5 | Elect Director Marc Rowan | | Mgmt | For | Withhold | Against |
| | 6 | Elect Director David Simon | | Mgmt | For | Withhold | Against |
| | 7 | Elect Director Lynn Swann | | Mgmt | For | Withhold | Against |
| | 8 | Elect Director James Zelter | | Mgmt | For | Withhold | Against |
| | 9 | Elect Director James R. Belardi | | Mgmt | For | Withhold | Against |
| | 10 | Elect Director Jessica Bibliowicz | | Mgmt | For | Withhold | Against |
| | 11 | Elect Director Walter (Jay) Clayton, III | | Mgmt | For | Withhold | Against |
| | 12 | Elect Director Michael Ducey | | Mgmt | For | Withhold | Against |
| | 13 | Elect Director Richard Emerson | | Mgmt | For | Withhold | Against |
| | 14 | Elect Director Kerry Murphy Healey | | Mgmt | For | Withhold | Against |
| | 15 | Elect Director Mitra Hormozi | | Mgmt | For | Withhold | Against |
| | 16 | Elect Director Pamela Joyner | | Mgmt | For | Withhold | Against |
| | 17 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| Apple Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AAPL | CUSIP 037833100 | | 03/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director James Bell | | Mgmt | For | For | For |
| | 2 | Elect Director Tim Cook | | Mgmt | For | For | For |
| | 3 | Elect Director Al Gore | | Mgmt | For | For | For |
| | 4 | Elect Director Alex Gorsky | | Mgmt | For | For | For |
| | 5 | Elect Director Andrea Jung | | Mgmt | For | For | For |
| | 6 | Elect Director Art Levinson | | Mgmt | For | For | For |
| | 7 | Elect Director Monica Lozano | | Mgmt | For | For | For |
| | 8 | Elect Director Ron Sugar | | Mgmt | For | For | For |
| | 9 | Elect Director Sue Wagner | | Mgmt | For | For | For |
| | 10 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Report on Civil Rights and Non-Discrimination Audit | | ShrHoldr | Against | Against | For |
| | 14 | Report on Operations in Communist China | | ShrHoldr | Against | Against | For |
| | 15 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | | ShrHoldr | Against | Against | For |
| | 16 | Report on Median Gender/Racial Pay Gap | | ShrHoldr | Against | Against | For |
| | 17 | Amend Proxy Access Right | | ShrHoldr | Against | Against | For |
|
|
|
| Applied Materials, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMAT | CUSIP 038222105 | | 03/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Rani Borkar | | Mgmt | For | For | For |
| | 2 | Elect Director Judy Bruner | | Mgmt | For | For | For |
| | 3 | Elect Director Xun (Eric) Chen | | Mgmt | For | For | For |
| | 4 | Elect Director Aart J. de Geus | | Mgmt | For | For | For |
| | 5 | Elect Director Gary E. Dickerson | | Mgmt | For | For | For |
| | 6 | Elect Director Thomas J. Iannotti | | Mgmt | For | For | For |
| | 7 | Elect Director Alexander A. Karsner | | Mgmt | For | For | For |
| | 8 | Elect Director Kevin P. March | | Mgmt | For | For | For |
| | 9 | Elect Director Yvonne McGill | | Mgmt | For | For | For |
| | 10 | Elect Director Scott A. McGregor | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 15 | Improve Executive Compensation Program and Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Aramark | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ARMK | CUSIP 03852U106 | | 02/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Susan M. Cameron | | Mgmt | For | For | For |
| | 2 | Elect Director Greg Creed | | Mgmt | For | For | For |
| | 3 | Elect Director Bridgette P. Heller | | Mgmt | For | For | For |
| | 4 | Elect Director Paul C. Hilal | | Mgmt | For | For | For |
| | 5 | Elect Director Kenneth M. Keverian | | Mgmt | For | For | For |
| | 6 | Elect Director Karen M. King | | Mgmt | For | For | For |
| | 7 | Elect Director Patricia E. Lopez | | Mgmt | For | For | For |
| | 8 | Elect Director Stephen I. Sadove | | Mgmt | For | For | For |
| | 9 | Elect Director Kevin G. Wills | | Mgmt | For | For | For |
| | 10 | Elect Director Arthur B. Winkleblack | | Mgmt | For | For | For |
| | 11 | Elect Director John J. Zillmer | | Mgmt | For | For | For |
| | 12 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
|
|
|
| Ascendis Pharma A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ASND | CUSIP 04351P101 | | 05/30/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Election of Presiding Chair | | Mgmt | For | For | For |
| | 2 | Presentation of Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Accounts and Reports; Ratification of Board and Management Acts | | Mgmt | For | For | For |
| | 4 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 5 | Elect Jan Moller Mikkelsen | | Mgmt | For | For | For |
| | 6 | Elect Lisa Bright | | Mgmt | For | For | For |
| | 7 | Elect William Carl Fairey, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Siham Imani | | Mgmt | For | For | For |
| | 9 | Appointment of Auditor | | Mgmt | For | For | For |
| | 10 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
|
|
|
| Ascendis Pharma A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ASND | CINS 04351P101 | | 09/09/2022 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Extraordinary Shareholders | Denmark | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Chairman of Meeting | | Mgmt | For | TNA | N/A |
| | 2 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | | Mgmt | For | TNA | N/A |
| | 3 | Elect William Carl Fairey Jr. as New Director | | Mgmt | For | TNA | N/A |
| | 4 | Elect Siham Imani as New Director | | Mgmt | For | TNA | N/A |
|
|
|
| Assured Guaranty Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AGO | CUSIP G0585R106 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Francisco L. Borges | | Mgmt | For | For | For |
| | 2 | Elect G. Lawrence Buhl | | Mgmt | For | For | For |
| | 3 | Elect Dominic J. Frederico | | Mgmt | For | For | For |
| | 4 | Elect Bonnie L. Howard | | Mgmt | For | For | For |
| | 5 | Elect Thomas W. Jones | | Mgmt | For | For | For |
| | 6 | Elect Patrick W. Kenny | | Mgmt | For | For | For |
| | 7 | Elect Alan J. Kreczko | | Mgmt | For | For | For |
| | 8 | Elect Simon W. Leathes | | Mgmt | For | For | For |
| | 9 | Elect Yukiko Omura | | Mgmt | For | For | For |
| | 10 | Elect Lorin P.T. Radtke | | Mgmt | For | For | For |
| | 11 | Elect Courtney C. Shea | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 16 | Elect Robert A. Bailenson | | Mgmt | For | For | For |
| | 17 | Elect Gary Burnet | | Mgmt | For | For | For |
| | 18 | Elect Ling Chow | | Mgmt | For | For | For |
| | 19 | Elect Stephen Donnarumma | | Mgmt | For | For | For |
| | 20 | Elect Dominic J. Frederico | | Mgmt | For | For | For |
| | 21 | Elect Darrin Futter | | Mgmt | For | For | For |
| | 22 | Elect Jorge Gana | | Mgmt | For | For | For |
| | 23 | Elect Holly L. Horn | | Mgmt | For | For | For |
| | 24 | Elect Walter A. Scott | | Mgmt | For | For | For |
| | 25 | Ratification of Subsidiary Auditor | | Mgmt | For | For | For |
|
|
|
| Avery Dennison Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AVY | CUSIP 053611109 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Bradley A. Alford | | Mgmt | For | For | For |
| | 2 | Elect Anthony K. Anderson | | Mgmt | For | For | For |
| | 3 | Elect Mitchell R. Butier | | Mgmt | For | For | For |
| | 4 | Elect Ken C. Hicks | | Mgmt | For | For | For |
| | 5 | Elect Andres A. Lopez | | Mgmt | For | For | For |
| | 6 | Elect Francesca Reverberi | | Mgmt | For | For | For |
| | 7 | Elect Patrick T. Siewert | | Mgmt | For | For | For |
| | 8 | Elect Julia A. Stewart | | Mgmt | For | For | For |
| | 9 | Elect Martha N. Sullivan | | Mgmt | For | For | For |
| | 10 | Elect William R. Wagner | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Axa | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CS | CINS F06106102 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 8 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 9 | Accounts and Reports | | Mgmt | For | For | For |
| | 10 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 11 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 12 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 13 | 2022 Remuneration of Denis Duverne, Chair (Until April 28, 2022) | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration of Antoine Gosset-Grainville, Chair (From April 28, 2022) | | Mgmt | For | For | For |
| | 15 | 2022 Remuneration of Thomas Buberl, CEO | | Mgmt | For | Against | Against |
| | 16 | 2023 Remuneration Policy (CEO) | | Mgmt | For | For | For |
| | 17 | 2023 Remuneration Policy (Chair) | | Mgmt | For | For | For |
| | 18 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 19 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 20 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 21 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 23 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 24 | Authority to Issue Shares and Convertible Debt Through Private Placement | | Mgmt | For | For | For |
| | 25 | Authority to Set Offering Price of Shares | | Mgmt | For | For | For |
| | 26 | Authority to Increase Capital in Case of Exchange Offers | | Mgmt | For | For | For |
| | 27 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 28 | Authority to Issue Shares w/o Preemptive Rights in Consideration for Securities Issued by Subsidiaries | | Mgmt | For | For | For |
| | 29 | Authority to Issue Shares w/ Preemptive Rights in Consideration for Securities Issued by Subsidiaries | | Mgmt | For | For | For |
| | 30 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 31 | Stock Purchase Plan for Overseas Employees | | Mgmt | For | For | For |
| | 32 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 33 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
|
|
|
| Bank of America Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAC | CUSIP 060505583 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sharon L. Allen | | Mgmt | For | For | For |
| | 2 | Elect Jose E. Almeida | | Mgmt | For | For | For |
| | 3 | Elect Frank P. Bramble, Sr. | | Mgmt | For | For | For |
| | 4 | Elect Pierre J. P. de Weck | | Mgmt | For | For | For |
| | 5 | Elect Arnold W. Donald | | Mgmt | For | For | For |
| | 6 | Elect Linda P. Hudson | | Mgmt | For | For | For |
| | 7 | Elect Monica C. Lozano | | Mgmt | For | For | For |
| | 8 | Elect Brian T. Moynihan | | Mgmt | For | For | For |
| | 9 | Elect Lionel L. Nowell, III | | Mgmt | For | For | For |
| | 10 | Elect Denise L. Ramos | | Mgmt | For | For | For |
| | 11 | Elect Clayton S. Rose | | Mgmt | For | For | For |
| | 12 | Elect Michael D. White | | Mgmt | For | For | For |
| | 13 | Elect Thomas D. Woods | | Mgmt | For | For | For |
| | 14 | Elect Maria T. Zuber | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Amendment to the Bank of America Corporation Equity Plan | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Absolute GHG Targets and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding a Racial Equity Audit | | ShrHoldr | Against | Against | For |
|
|
|
| Berry Global Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BERY | CUSIP 08579W103 | | 02/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director B. Evan Bayh | | Mgmt | For | For | For |
| | 2 | Elect Director Jonathan F. Foster | | Mgmt | For | For | For |
| | 3 | Elect Director Idalene F. Kesner | | Mgmt | For | For | For |
| | 4 | Elect Director Jill A. Rahman | | Mgmt | For | For | For |
| | 5 | Elect Director Carl J. (Rick) Rickertsen | | Mgmt | For | Against | Against |
| | 6 | Elect Director Thomas E. Salmon | | Mgmt | For | For | For |
| | 7 | Elect Director Chaney M. Sheffield, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Director Robert A. Steele | | Mgmt | For | For | For |
| | 9 | Elect Director Stephen E. Sterrett | | Mgmt | For | For | For |
| | 10 | Elect Director Scott B. Ullem | | Mgmt | For | For | For |
| | 11 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| Biogen Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BIIB | CUSIP 09062X103 | | 06/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alexander J. Denner | | Mgmt | For | For | For |
| | 2 | Elect Caroline D. Dorsa | | Mgmt | For | For | For |
| | 3 | Elect Maria C. Freire | | Mgmt | For | For | For |
| | 4 | Elect William A. Hawkins | | Mgmt | For | For | For |
| | 5 | Elect William D. Jones | | Mgmt | For | For | For |
| | 6 | Elect Jesus B. Mantas | | Mgmt | For | For | For |
| | 7 | Elect Richard C. Mulligan | | Mgmt | For | For | For |
| | 8 | Elect Eric K. Rowinsky | | Mgmt | For | For | For |
| | 9 | Elect Stephen A. Sherwin | | Mgmt | For | For | For |
| | 10 | Elect Christopher A. Viehbacher | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Elect Susan K. Langer | | Mgmt | For | For | For |
|
|
|
| Bio-Rad Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BIO | CUSIP 090572207 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Melinda Litherland | | Mgmt | For | Against | Against |
| | 2 | Elect Arnold A. Pinkston | | Mgmt | For | Against | Against |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
|
|
|
| BJ's Wholesale Club Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BJ | CUSIP 05550J101 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Christopher J. Baldwin | | Mgmt | For | For | For |
| | 1.2 | Elect Darryl Brown | | Mgmt | For | For | For |
| | 1.3 | Elect Bob Eddy | | Mgmt | For | For | For |
| | 1.4 | Elect Michelle Gloeckler | | Mgmt | For | For | For |
| | 1.5 | Elect Maile Naylor | | Mgmt | For | For | For |
| | 1.6 | Elect Ken Parent | | Mgmt | For | For | For |
| | 1.7 | Elect Christopher H. Peterson | | Mgmt | For | For | For |
| | 1.8 | Elect Robert A. Steele | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Booking Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BKNG | CUSIP 09857L108 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Glenn D. Fogel | | Mgmt | For | For | For |
| | 1.2 | Elect Mirian M. Graddick-Weir | | Mgmt | For | For | For |
| | 1.3 | Elect Wei Hopeman | | Mgmt | For | For | For |
| | 1.4 | Elect Robert J. Mylod Jr. | | Mgmt | For | For | For |
| | 1.5 | Elect Charles H. Noski | | Mgmt | For | For | For |
| | 1.6 | Elect JosephLarry Quinlan | | Mgmt | For | For | For |
| | 1.7 | Elect Nicholas J. Read | | Mgmt | For | For | For |
| | 1.8 | Elect Thomas E. Rothman | | Mgmt | For | For | For |
| | 1.9 | Elect Sumit Singh | | Mgmt | For | For | For |
| | 1.10 | Elect Lynn M. Vojvodich Radakovich | | Mgmt | For | For | For |
| | 1.11 | Elect Vanessa A. Wittman | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
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| Booz Allen Hamilton Holding Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAH | CINS 099502106 | | 07/27/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Provide Right to Call Special Meeting | | Mgmt | For | For | For |
| | 4 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | | ShrHoldr | Against | Against | For |
| | 5 | Elect Director Horacio D. Rozanski | | Mgmt | For | For | For |
| | 6 | Elect Director Mark E. Gaumond | | Mgmt | For | For | For |
| | 7 | Elect Director Gretchen W. McClain | | Mgmt | For | For | For |
| | 8 | Elect Director Melody C. Barnes | | Mgmt | For | For | For |
| | 9 | Elect Director Ellen Jewett | | Mgmt | For | For | For |
| | 10 | Elect Director Arthur E. Johnson | | Mgmt | For | For | For |
| | 11 | Elect Director Charles O. Rossotti | | Mgmt | For | For | For |
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| Boston Scientific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BSX | CUSIP 101137107 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nelda J. Connors | | Mgmt | For | For | For |
| | 2 | Elect Charles J. Dockendorff | | Mgmt | For | For | For |
| | 3 | Elect Yoshiaki Fujimori | | Mgmt | For | For | For |
| | 4 | Elect Edward J. Ludwig | | Mgmt | For | For | For |
| | 5 | Elect Michael F. Mahoney | | Mgmt | For | For | For |
| | 6 | Elect David J. Roux | | Mgmt | For | For | For |
| | 7 | Elect John E. Sununu | | Mgmt | For | For | For |
| | 8 | Elect David S. Wichmann | | Mgmt | For | For | For |
| | 9 | Elect Ellen M. Zane | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
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| BP plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BP. | CINS G12793108 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Remuneration Report | | Mgmt | For | Against | Against |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Elect Helge Lund | | Mgmt | For | For | For |
| | 5 | Elect Bernard Looney | | Mgmt | For | For | For |
| | 6 | Elect Murray Auchincloss | | Mgmt | For | For | For |
| | 7 | Elect Paula Rosput Reynolds | | Mgmt | For | For | For |
| | 8 | Elect Melody B. Meyer | | Mgmt | For | For | For |
| | 9 | Elect Tushar Morzaria | | Mgmt | For | For | For |
| | 10 | Elect Sir John Sawers | | Mgmt | For | For | For |
| | 11 | Elect Pamela Daley | | Mgmt | For | For | For |
| | 12 | Elect Karen A. Richardson | | Mgmt | For | For | For |
| | 13 | Elect Johannes Teyssen | | Mgmt | For | For | For |
| | 14 | Elect Amanda J. Blanc | | Mgmt | For | For | For |
| | 15 | Elect Satish Pai | | Mgmt | For | For | For |
| | 16 | Elect Hina Nagarajan | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 23 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 24 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 25 | Shareholder Proposal Regarding Reporting and Reducing Greenhouse Gas Emissions | | ShrHoldr | Against | Against | For |
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| CAE Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CAE | CINS 124765108 | | 08/10/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Ayman Antoun | | Mgmt | For | For | For |
| | 2 | Elect Director David G. Perkins | | Mgmt | For | For | For |
| | 3 | Elect Director Michael E. Roach | | Mgmt | For | For | For |
| | 4 | Elect Director Patrick M. Shanahan | | Mgmt | For | For | For |
| | 5 | Elect Director Andrew J. Stevens | | Mgmt | For | For | For |
| | 6 | Elect Director Margaret S. (Peg) Billson | | Mgmt | For | For | For |
| | 7 | Elect Director Elise Eberwein | | Mgmt | For | For | For |
| | 8 | Elect Director Michael M. Fortier | | Mgmt | For | For | For |
| | 9 | Elect Director Marianne Harrison | | Mgmt | For | For | For |
| | 10 | Elect Director Alan N. MacGibbon | | Mgmt | For | For | For |
| | 11 | Elect Director Mary Lou Maher | | Mgmt | For | For | For |
| | 12 | Elect Director Francois Olivier | | Mgmt | For | For | For |
| | 13 | Elect Director Marc Parent | | Mgmt | For | For | For |
| | 14 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation Approach | | Mgmt | For | For | For |
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| CarMax, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KMX | CUSIP 143130102 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter J. Bensen | | Mgmt | For | For | For |
| | 2 | Elect Ronald E. Blaylock | | Mgmt | For | For | For |
| | 3 | Elect Sona Chawla | | Mgmt | For | For | For |
| | 4 | Elect Thomas J. Folliard | | Mgmt | For | For | For |
| | 5 | Elect Shira D. Goodman | | Mgmt | For | For | For |
| | 6 | Elect David W. McCreight | | Mgmt | For | For | For |
| | 7 | Elect William D. Nash | | Mgmt | For | For | For |
| | 8 | Elect Mark F. O'Neil | | Mgmt | For | For | For |
| | 9 | Elect Pietro Satriano | | Mgmt | For | For | For |
| | 10 | Elect Marcella Shinder | | Mgmt | For | For | For |
| | 11 | Elect Mitchell D. Steenrod | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the 2022 Stock Incentive Plan | | Mgmt | For | For | For |
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| CDW Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CDW | CUSIP 12514G108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Virginia Addicott | | Mgmt | For | For | For |
| | 2 | Elect James A. Bell | | Mgmt | For | For | For |
| | 3 | Elect Lynda M. Clarizio | | Mgmt | For | For | For |
| | 4 | Elect Anthony R. Foxx | | Mgmt | For | For | For |
| | 5 | Elect Marc E. Jones | | Mgmt | For | For | For |
| | 6 | Elect Christine A. Leahy | | Mgmt | For | For | For |
| | 7 | Elect Sanjay Mehrotra | | Mgmt | For | For | For |
| | 8 | Elect David W. Nelms | | Mgmt | For | For | For |
| | 9 | Elect Joseph R. Swedish | | Mgmt | For | For | For |
| | 10 | Elect Donna F. Zarcone | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Allow Shareholders the Right to Call Special Meetings | | Mgmt | For | For | For |
| | 15 | Amendment to Articles Regarding Officer Exculpation | | Mgmt | For | For | For |
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| Cenovus Energy Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CVE | CUSIP 15135U109 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Appointment of Auditor | | Mgmt | For | For | For |
| | 2 | Elect Keith M. Casey | | Mgmt | For | For | For |
| | 3 | Elect Canning K.N. Fok | | Mgmt | For | For | For |
| | 4 | Elect Jane E. Kinney | | Mgmt | For | For | For |
| | 5 | Elect Harold N. Kvisle | | Mgmt | For | For | For |
| | 6 | Elect Eva L. Kwok | | Mgmt | For | For | For |
| | 7 | Elect Melanie A. Little | | Mgmt | For | For | For |
| | 8 | Elect Richard J. Marcogliese | | Mgmt | For | For | For |
| | 9 | Elect Jonathan M. McKenzie | | Mgmt | For | For | For |
| | 10 | Elect Claude Mongeau | | Mgmt | For | For | For |
| | 11 | Elect Alexander J. Pourbaix | | Mgmt | For | For | For |
| | 12 | Elect Wayne E. Shaw | | Mgmt | For | For | For |
| | 13 | Elect Frank J. Sixt | | Mgmt | For | For | For |
| | 14 | Elect Rhonda I. Zygocki | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net Zero Goal | | ShrHoldr | For | For | For |
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| Charter Communications, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CHTR | CUSIP 16119P108 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect W. Lance Conn | | Mgmt | For | Against | Against |
| | 2 | Elect Kim C. Goodman | | Mgmt | For | Against | Against |
| | 3 | Elect Craig A. Jacobson | | Mgmt | For | Against | Against |
| | 4 | Elect Gregory B. Maffei | | Mgmt | For | Against | Against |
| | 5 | Elect John D. Markley, Jr. | | Mgmt | For | Against | Against |
| | 6 | Elect David C. Merritt | | Mgmt | For | Against | Against |
| | 7 | Elect James E. Meyer | | Mgmt | For | Against | Against |
| | 8 | Elect Steven A. Miron | | Mgmt | For | Against | Against |
| | 9 | Elect Balan Nair | | Mgmt | For | Against | Against |
| | 10 | Elect Michael A. Newhouse | | Mgmt | For | Against | Against |
| | 11 | Elect Mauricio Ramos | | Mgmt | For | Against | Against |
| | 12 | Elect Thomas M. Rutledge | | Mgmt | For | Against | Against |
| | 13 | Elect Eric L. Zinterhofer | | Mgmt | For | Against | Against |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
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| Chipotle Mexican Grill, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMG | CUSIP 169656105 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Albert S. Baldocchi | | Mgmt | For | For | For |
| | 2 | Elect Matthew Carey | | Mgmt | For | For | For |
| | 3 | Elect Gregg L. Engles | | Mgmt | For | For | For |
| | 4 | Elect Patricia D. Fili-Krushel | | Mgmt | For | For | For |
| | 5 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 6 | Elect Robin Hickenlooper | | Mgmt | For | For | For |
| | 7 | Elect Scott H. Maw | | Mgmt | For | For | For |
| | 8 | Elect Brian Niccol | | Mgmt | For | For | For |
| | 9 | Elect Mary A. Winston | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | Against | For |
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| Citigroup Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | C | CUSIP 172967424 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ellen M. Costello | | Mgmt | For | For | For |
| | 2 | Elect Grace E. Dailey | | Mgmt | For | For | For |
| | 3 | Elect Barbara J. Desoer | | Mgmt | For | For | For |
| | 4 | Elect John C. Dugan | | Mgmt | For | For | For |
| | 5 | Elect Jane N. Fraser | | Mgmt | For | For | For |
| | 6 | Elect Duncan P. Hennes | | Mgmt | For | For | For |
| | 7 | Elect Peter B. Henry | | Mgmt | For | For | For |
| | 8 | Elect S. Leslie Ireland | | Mgmt | For | For | For |
| | 9 | Elect Renee J. James | | Mgmt | For | For | For |
| | 10 | Elect Gary M. Reiner | | Mgmt | For | For | For |
| | 11 | Elect Diana L. Taylor | | Mgmt | For | For | For |
| | 12 | Elect James S. Turley | | Mgmt | For | For | For |
| | 13 | Elect Casper W. von Koskull | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Amendment to the 2019 Stock Incentive Plan | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Human Rights Standards for Indigenous Peoples | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
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| ConocoPhillips | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COP | CUSIP 20825C104 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Dennis Victor Arriola | | Mgmt | For | For | For |
| | 2 | Elect Jody L. Freeman | | Mgmt | For | For | For |
| | 3 | Elect Gay Huey Evans | | Mgmt | For | For | For |
| | 4 | Elect Jeffrey A. Joerres | | Mgmt | For | For | For |
| | 5 | Elect Ryan M. Lance | | Mgmt | For | For | For |
| | 6 | Elect Timothy A. Leach | | Mgmt | For | For | For |
| | 7 | Elect William H. McRaven | | Mgmt | For | For | For |
| | 8 | Elect Sharmila Mulligan | | Mgmt | For | For | For |
| | 9 | Elect Eric D. Mullins | | Mgmt | For | For | For |
| | 10 | Elect Arjun N. Murti | | Mgmt | For | For | For |
| | 11 | Elect Robert A. Niblock | | Mgmt | For | For | For |
| | 12 | Elect David T. Seaton | | Mgmt | For | For | For |
| | 13 | Elect R. A. Walker | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 17 | Permit Shareholders to Call Special Meetings | | Mgmt | For | For | For |
| | 18 | Approval of the 2023 Omnibus Stock and Performance Incentive Plan | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | | ShrHoldr | Against | Against | For |
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| Constellation Brands, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STZ | CINS 21036P108 | | 07/19/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jennifer M. Daniels | | Mgmt | For | Withhold | Against |
| | 2 | Elect Director Jeremy S. G. Fowden | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director Jose Manuel Madero Garza | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Daniel J. McCarthy | | Mgmt | For | Withhold | Against |
| | 5 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
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| Constellation Brands, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STZ | CINS 21036P108 | | 11/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Amend Charter | | Mgmt | For | For | For |
| | 2 | Adjourn Meeting | | Mgmt | For | For | For |
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| Constellation Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CEG | CUSIP 21037T109 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Joseph Dominguez | | Mgmt | For | For | For |
| | 1.2 | Elect Julie Holzrichter | | Mgmt | For | For | For |
| | 1.3 | Elect Ashish Khandpur | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
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| Corteva, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CTVA | CUSIP 22052L104 | | 04/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Lamberto Andreotti | | Mgmt | For | For | For |
| | 2 | Elect Klaus A. Engel | | Mgmt | For | For | For |
| | 3 | Elect David C. Everitt | | Mgmt | For | For | For |
| | 4 | Elect Janet Plaut Giesselman | | Mgmt | For | For | For |
| | 5 | Elect Karen H. Grimes | | Mgmt | For | For | For |
| | 6 | Elect Michael O. Johanns | | Mgmt | For | For | For |
| | 7 | Elect Rebecca B. Liebert | | Mgmt | For | For | For |
| | 8 | Elect Marcos Marinho Lutz | | Mgmt | For | For | For |
| | 9 | Elect Charles V. Magro | | Mgmt | For | For | For |
| | 10 | Elect Nayaki R. Nayyar | | Mgmt | For | For | For |
| | 11 | Elect Gregory R. Page | | Mgmt | For | For | For |
| | 12 | Elect Kerry J. Preete | | Mgmt | For | For | For |
| | 13 | Elect Patrick J. Ward | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
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| Costco Wholesale Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COST | CUSIP 22160K105 | | 01/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Susan L. Decker | | Mgmt | For | For | For |
| | 2 | Elect Director Kenneth D. Denman | | Mgmt | For | For | For |
| | 3 | Elect Director Richard A. Galanti | | Mgmt | For | For | For |
| | 4 | Elect Director Hamilton E. James | | Mgmt | For | For | For |
| | 5 | Elect Director W. Craig Jelinek | | Mgmt | For | For | For |
| | 6 | Elect Director Sally Jewell | | Mgmt | For | For | For |
| | 7 | Elect Director Charles T. Munger | | Mgmt | For | For | For |
| | 8 | Elect Director Jeffrey S. Raikes | | Mgmt | For | For | For |
| | 9 | Elect Director John W. Stanton | | Mgmt | For | For | For |
| | 10 | Elect Director Ron M. Vachris | | Mgmt | For | For | For |
| | 11 | Elect Director Mary Agnes (Maggie) Wilderotter | | Mgmt | For | For | For |
| | 12 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Report on Risk Due to Restrictions on Reproductive Rights | | ShrHoldr | Against | Against | For |
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| CRH Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRH | CUSIP 12626K203 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Final Dividend | | Mgmt | For | For | For |
| | 3 | Remuneration Report | | Mgmt | For | For | For |
| | 4 | Elect Richard Boucher | | Mgmt | For | For | For |
| | 5 | Elect Caroline Dowling | | Mgmt | For | For | For |
| | 6 | Elect Richard H. Fearon | | Mgmt | For | For | For |
| | 7 | Elect Johan Karlstrom | | Mgmt | For | For | For |
| | 8 | Elect Shaun Kelly | | Mgmt | For | For | For |
| | 9 | Elect Badar Khan | | Mgmt | For | For | For |
| | 10 | Elect H. Lamar McKay | | Mgmt | For | For | For |
| | 11 | Elect Albert Manifold | | Mgmt | For | For | For |
| | 12 | Elect Jim Mintern | | Mgmt | For | For | For |
| | 13 | Elect Gillian L. Platt | | Mgmt | For | For | For |
| | 14 | Elect Mary K. Rhinehart | | Mgmt | For | For | For |
| | 15 | Elect Siobhan Talbot | | Mgmt | For | For | For |
| | 16 | Elect Christina Verchere | | Mgmt | For | For | For |
| | 17 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 18 | Appointment of Auditor | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Authority to Set Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
|
|
|
| CRH Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRH | CUSIP 12626K203 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Scheme of Arrangement (Settlement System Migration) | | Mgmt | For | For | For |
| | 2 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
| | 3 | Change of Listing | | Mgmt | For | For | For |
| | 4 | Adoption of New Articles | | Mgmt | For | For | For |
| | 5 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 6 | Authority to Set Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 7 | Amendments to Articles (Share Redemption) | | Mgmt | For | For | For |
|
|
|
| CSX Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CSX | CUSIP 126408103 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Donna M. Alvarado | | Mgmt | For | For | For |
| | 2 | Elect Thomas P. Bostick | | Mgmt | For | For | For |
| | 3 | Elect Steven T. Halverson | | Mgmt | For | For | For |
| | 4 | Elect Paul C. Hilal | | Mgmt | For | For | For |
| | 5 | Elect Joseph R. Hinrichs | | Mgmt | For | For | For |
| | 6 | Elect David M. Moffett | | Mgmt | For | For | For |
| | 7 | Elect Linda H. Riefler | | Mgmt | For | For | For |
| | 8 | Elect Suzanne M. Vautrinot | | Mgmt | For | For | For |
| | 9 | Elect James L. Wainscott | | Mgmt | For | For | For |
| | 10 | Elect J. Steven Whisler | | Mgmt | For | For | For |
| | 11 | Elect John J. Zillmer | | Mgmt | For | Against | Against |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Danaher Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DHR | CUSIP 235851102 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Rainer M. Blair | | Mgmt | For | For | For |
| | 2 | Elect Feroz Dewan | | Mgmt | For | For | For |
| | 3 | Elect Linda P. Hefner Filler | | Mgmt | For | For | For |
| | 4 | Elect Teri L. List | | Mgmt | For | For | For |
| | 5 | Elect Walter G. Lohr, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Jessica L. Mega | | Mgmt | For | For | For |
| | 7 | Elect Mitchell P. Rales | | Mgmt | For | For | For |
| | 8 | Elect Steven M. Rales | | Mgmt | For | For | For |
| | 9 | Elect Pardis C. Sabeti | | Mgmt | For | For | For |
| | 10 | Elect A. Shane Sanders | | Mgmt | For | For | For |
| | 11 | Elect John T. Schwieters | | Mgmt | For | For | For |
| | 12 | Elect Alan G. Spoon | | Mgmt | For | For | For |
| | 13 | Elect Raymond C. Stevens | | Mgmt | For | For | For |
| | 14 | Elect Elias A. Zerhouni | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
|
|
|
| Deere & Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DE | CUSIP 244199105 | | 02/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Leanne G. Caret | | Mgmt | For | For | For |
| | 2 | Elect Director Tamra A. Erwin | | Mgmt | For | For | For |
| | 3 | Elect Director Alan C. Heuberger | | Mgmt | For | For | For |
| | 4 | Elect Director Charles O. Holliday, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Director Michael O. Johanns | | Mgmt | For | For | For |
| | 6 | Elect Director Clayton M. Jones | | Mgmt | For | For | For |
| | 7 | Elect Director John C. May | | Mgmt | For | For | For |
| | 8 | Elect Director Gregory R. Page | | Mgmt | For | For | For |
| | 9 | Elect Director Sherry M. Smith | | Mgmt | For | For | For |
| | 10 | Elect Director Dmitri L. Stockton | | Mgmt | For | For | For |
| | 11 | Elect Director Sheila G. Talton | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | ShrHoldr | Against | Against | For |
|
|
|
| DexCom, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DXCM | CUSIP 252131107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Steven R. Altman | | Mgmt | For | For | For |
| | 2 | Elect Richard A. Collins | | Mgmt | For | For | For |
| | 3 | Elect Karen M. Dahut | | Mgmt | For | For | For |
| | 4 | Elect Mark G. Foletta | | Mgmt | For | For | For |
| | 5 | Elect Barbara E. Kahn | | Mgmt | For | For | For |
| | 6 | Elect Kyle Malady | | Mgmt | For | For | For |
| | 7 | Elect Eric Topol | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| Diamond Offshore Drilling, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DO | CUSIP 25271C201 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Patrice Douglas | | Mgmt | For | For | For |
| | 2 | Elect Neal P. Goldman | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Repeal of Classified Board | | Mgmt | For | For | For |
|
|
|
| DuPont de Nemours, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DD | CUSIP 26614N102 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Amy G. Brady | | Mgmt | For | For | For |
| | 2 | Elect Edward D. Breen | | Mgmt | For | For | For |
| | 3 | Elect Ruby R. Chandy | | Mgmt | For | For | For |
| | 4 | Elect Terrence R. Curtin | | Mgmt | For | For | For |
| | 5 | Elect Alexander M. Cutler | | Mgmt | For | For | For |
| | 6 | Elect Eleuthere I. du Pont | | Mgmt | For | For | For |
| | 7 | Elect Kristina M. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Luther C. Kissam IV | | Mgmt | For | For | For |
| | 9 | Elect Frederick M. Lowery | | Mgmt | For | For | For |
| | 10 | Elect Raymond J. Milchovich | | Mgmt | For | For | For |
| | 11 | Elect Deanna M. Mulligan | | Mgmt | For | For | For |
| | 12 | Elect Steven M. Sterin | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Eastman Chemical Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EMN | CUSIP 277432100 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Humberto P. Alfonso | | Mgmt | For | For | For |
| | 2 | Elect Brett D. Begemann | | Mgmt | For | For | For |
| | 3 | Elect Eric L. Butler | | Mgmt | For | For | For |
| | 4 | Elect Mark J. Costa | | Mgmt | For | For | For |
| | 5 | Elect Edward L. Doheny II | | Mgmt | For | For | For |
| | 6 | Elect Linnie M. Haynesworth | | Mgmt | For | For | For |
| | 7 | Elect Julie Fasone Holder | | Mgmt | For | For | For |
| | 8 | Elect Renee J. Hornbaker | | Mgmt | For | For | For |
| | 9 | Elect Kim Ann Mink | | Mgmt | For | For | For |
| | 10 | Elect James J. O'Brien | | Mgmt | For | For | For |
| | 11 | Elect David W. Raisbeck | | Mgmt | For | For | For |
| | 12 | Elect Charles K. Stevens III | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Elevance Health, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ELV | CUSIP 036752103 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gail K. Boudreaux | | Mgmt | For | For | For |
| | 2 | Elect R. Kerry Clark | | Mgmt | For | For | For |
| | 3 | Elect Robert L. Dixon, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Deanna Strable-Soethout | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Eli Lilly and Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LLY | CUSIP 532457108 | | 05/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William G. Kaelin, Jr. | | Mgmt | For | For | For |
| | 2 | Elect David A. Ricks | | Mgmt | For | For | For |
| | 3 | Elect Marschall S. Runge | | Mgmt | For | For | For |
| | 4 | Elect Karen Walker | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 9 | Elimination of Supermajority Requirements | | Mgmt | For | For | For |
| | 10 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Emerson Electric Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EMR | CUSIP 291011104 | | 02/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Martin S. Craighead | | Mgmt | For | For | For |
| | 2 | Elect Director Gloria A. Flach | | Mgmt | For | For | For |
| | 3 | Elect Director Matthew S. Levatich | | Mgmt | For | For | For |
| | 4 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Exelon Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EXC | CUSIP 30161N101 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Anthony K. Anderson | | Mgmt | For | For | For |
| | 2 | Elect W. Paul Bowers | | Mgmt | For | For | For |
| | 3 | Elect Calvin G. Butler, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Marjorie Rodgers Cheshire | | Mgmt | For | For | For |
| | 5 | Elect Linda P. Jojo | | Mgmt | For | For | For |
| | 6 | Elect Charisse Lillie | | Mgmt | For | For | For |
| | 7 | Elect Matthew Rogers | | Mgmt | For | For | For |
| | 8 | Elect John F. Young | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Exxon Mobil Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | XOM | CUSIP 30231G102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael J. Angelakis | | Mgmt | For | For | For |
| | 2 | Elect Susan K. Avery | | Mgmt | For | For | For |
| | 3 | Elect Angela F. Braly | | Mgmt | For | For | For |
| | 4 | Elect Gregory J. Goff | | Mgmt | For | For | For |
| | 5 | Elect John D. Harris II | | Mgmt | For | For | For |
| | 6 | Elect Kaisa H. Hietala | | Mgmt | For | For | For |
| | 7 | Elect Joseph L. Hooley | | Mgmt | For | For | For |
| | 8 | Elect Steven A. Kandarian | | Mgmt | For | For | For |
| | 9 | Elect Alexander A. Karsner | | Mgmt | For | For | For |
| | 10 | Elect Lawrence W. Kellner | | Mgmt | For | For | For |
| | 11 | Elect Jeffrey W. Ubben | | Mgmt | For | For | For |
| | 12 | Elect Darren W. Woods | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Carbon Capture and Storage | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Methane Emission Disclosures | | ShrHoldr | Against | For | Against |
| | 20 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Guyanese Operations | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Recalculated Emissions Baseline | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Addressing Virgin Plastic Demand | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Environmental Litigation | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Report on Exploration and Production in the Arctic Refuge | | ShrHoldr | Against | Against | For |
|
|
|
| Gaming And Leisure Properties, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GLPI | CUSIP 36467J108 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter M. Carlino | | Mgmt | For | For | For |
| | 2 | Elect JoAnne A. Epps | | Mgmt | For | For | For |
| | 3 | Elect Carol Lynton | | Mgmt | For | For | For |
| | 4 | Elect Joseph W. Marshall, III | | Mgmt | For | For | For |
| | 5 | Elect James B. Perry | | Mgmt | For | For | For |
| | 6 | Elect Barry F. Schwartz | | Mgmt | For | For | For |
| | 7 | Elect Earl C. Shanks | | Mgmt | For | For | For |
| | 8 | Elect E. Scott Urdang | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Garrett Motion Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GTX | CUSIP 366505105 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Daniel A. Ninivaggi | | Mgmt | For | For | For |
| | 2 | Elect Olivier Rabiller | | Mgmt | For | For | For |
| | 3 | Elect Kevin Mahony | | Mgmt | For | For | For |
| | 4 | Elect D'aun Norman | | Mgmt | For | For | For |
| | 5 | Elect John Petry | | Mgmt | For | For | For |
| | 6 | Elect Tina Pierce | | Mgmt | For | For | For |
| | 7 | Elect Robert Shanks | | Mgmt | For | For | For |
| | 8 | Elect Julia Steyn | | Mgmt | For | For | For |
| | 9 | Elect Steven Tesoriere | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| GE HealthCare Technologies Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GEHC | CUSIP 36266G107 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter J. Arduini | | Mgmt | For | For | For |
| | 2 | Elect H. Lawrence Culp, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Rodney F. Hochman | | Mgmt | For | For | For |
| | 4 | Elect Lloyd W. Howell, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 6 | Elect Catherine Lesjak | | Mgmt | For | For | For |
| | 7 | Elect Anne T. Madden | | Mgmt | For | For | For |
| | 8 | Elect Tomislav Mihaljevic | | Mgmt | For | For | For |
| | 9 | Elect William J. Stromberg | | Mgmt | For | For | For |
| | 10 | Elect Phoebe L. Yang | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| General Electric Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GE | CUSIP 369604301 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Stephen F. Angel | | Mgmt | For | For | For |
| | 2 | Elect Sebastien Bazin | | Mgmt | For | For | For |
| | 3 | Elect H. Lawrence Culp, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Edward Garden | | Mgmt | For | For | For |
| | 5 | Elect Isabella D. Goren | | Mgmt | For | For | For |
| | 6 | Elect Thomas Horton | | Mgmt | For | For | For |
| | 7 | Elect Catherine Lesjak | | Mgmt | For | For | For |
| | 8 | Elect Darren W. McDew | | Mgmt | For | For | For |
| | 9 | Elect Paula Rosput Reynolds | | Mgmt | For | For | For |
| | 10 | Elect Jessica Uhl | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 15 | Shareholder Proposal Regarding Sale of Company | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Audited Report of Net Zero 2050 Goal | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Audited Report on Net Zero Emissions by 2050 Scenario Analysis | | ShrHoldr | Against | Against | For |
|
|
|
| General Motors Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GM | CUSIP 37045V100 | | 06/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mary T. Barra | | Mgmt | For | For | For |
| | 2 | Elect Aneel Bhusri | | Mgmt | For | For | For |
| | 3 | Elect Wesley G. Bush | | Mgmt | For | For | For |
| | 4 | Elect Joanne C. Crevoiserat | | Mgmt | For | For | For |
| | 5 | Elect Linda R. Gooden | | Mgmt | For | For | For |
| | 6 | Elect Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Jonathan McNeill | | Mgmt | For | For | For |
| | 8 | Elect Judith A. Miscik | | Mgmt | For | Against | Against |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Thomas M. Schoewe | | Mgmt | For | For | For |
| | 11 | Elect Mark A. Tatum | | Mgmt | For | For | For |
| | 12 | Elect Jan E. Tighe | | Mgmt | For | For | For |
| | 13 | Elect Devin N. Wenig | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Amendment to the 2020 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Procurement Targets for Sustainable Materials in Supply Chain | | ShrHoldr | Against | Against | For |
|
|
|
| Glencore plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GLEN | CINS G39420107 | | 05/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Jersey | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Cash Distribution (Reduction in Share Premium Account) | | Mgmt | For | For | For |
| | 4 | Elect Kalidas V. Madhavpeddi | | Mgmt | For | For | For |
| | 5 | Elect Gary Nagle | | Mgmt | For | For | For |
| | 6 | Elect Peter R. Coates | | Mgmt | For | For | For |
| | 7 | Elect Martin J. Gilbert | | Mgmt | For | For | For |
| | 8 | Elect Gill Marcus | | Mgmt | For | For | For |
| | 9 | Elect Cynthia B. Carroll | | Mgmt | For | For | For |
| | 10 | Elect David Wormsley | | Mgmt | For | For | For |
| | 11 | Elect Liz Hewitt | | Mgmt | For | For | For |
| | 12 | Appointment of Auditor | | Mgmt | For | For | For |
| | 13 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 14 | Opinion on the Companys Climate Report | | Mgmt | For | For | For |
| | 15 | Remuneration Report | | Mgmt | For | For | For |
| | 16 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 17 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 19 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 20 | Shareholder Proposal Regarding Climate Action Transition Plan at 2024 AGM | | ShrHoldr | Against | Against | For |
|
|
|
| Hertz Global Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HTZ | CUSIP 42806J700 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jennifer Feikin | | Mgmt | For | For | For |
| | 2 | Elect Mark Fields | | Mgmt | For | For | For |
| | 3 | Elect Evelina Vougessis Machas | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Hilton Worldwide Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HLT | CUSIP 43300A203 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Christopher J. Nassetta | | Mgmt | For | For | For |
| | 2 | Elect Jonathan D. Gray | | Mgmt | For | For | For |
| | 3 | Elect Charlene T. Begley | | Mgmt | For | For | For |
| | 4 | Elect Chris Carr | | Mgmt | For | For | For |
| | 5 | Elect Melanie L. Healey | | Mgmt | For | For | For |
| | 6 | Elect Raymond E. Mabus, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Judith A. McHale | | Mgmt | For | For | For |
| | 8 | Elect Elizabeth A. Smith | | Mgmt | For | For | For |
| | 9 | Elect Douglas M. Steenland | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Honeywell International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HON | CUSIP 438516106 | | 05/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Darius Adamczyk | | Mgmt | For | For | For |
| | 2 | Elect Duncan B. Angove | | Mgmt | For | For | For |
| | 3 | Elect William S. Ayer | | Mgmt | For | For | For |
| | 4 | Elect Kevin Burke | | Mgmt | For | For | For |
| | 5 | Elect D. Scott Davis | | Mgmt | For | For | For |
| | 6 | Elect Deborah Flint | | Mgmt | For | For | For |
| | 7 | Elect Vimal Kapur | | Mgmt | For | For | For |
| | 8 | Elect Rose Lee | | Mgmt | For | For | For |
| | 9 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 10 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 11 | Elect Robin Watson | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Environmental and Health Impact Report | | ShrHoldr | Against | Against | For |
|
|
|
| Humana Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HUM | ISIN US4448591028 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Raquel C. Bono | | Mgmt | For | For | For |
| | 2 | Elect Bruce Broussard | | Mgmt | For | For | For |
| | 3 | Elect Frank A. D'Amelio | | Mgmt | For | For | For |
| | 4 | Elect David T. Feinberg | | Mgmt | For | For | For |
| | 5 | Elect Wayne A.I. Frederick | | Mgmt | For | For | For |
| | 6 | Elect John W. Garratt | | Mgmt | For | For | For |
| | 7 | Elect Kurt J. Hilzinger | | Mgmt | For | For | For |
| | 8 | Elect Karen W. Katz | | Mgmt | For | For | For |
| | 9 | Elect Marcy S. Klevorn | | Mgmt | For | For | For |
| | 10 | Elect William J. McDonald | | Mgmt | For | For | For |
| | 11 | Elect Jorge S. Mesquita | | Mgmt | For | For | For |
| | 12 | Elect Brad D. Smith | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Idexx Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IDXX | CUSIP 45168D104 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Daniel M. Junius | | Mgmt | For | For | For |
| | 2 | Elect Lawrence D. Kingsley | | Mgmt | For | For | For |
| | 3 | Elect Sophie V. Vandebroek | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Illumina, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ILMN | CUSIP 452327109 | | 05/25/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Management Nominee Frances Arnold | | Mgmt | For | TNA | N/A |
| | 2 | Elect Management Nominee Francis A. deSouza | | Mgmt | For | TNA | N/A |
| | 3 | Elect Management Nominee Caroline D. Dorsa | | Mgmt | For | TNA | N/A |
| | 4 | Elect Management Nominee Robert S. Epstein | | Mgmt | For | TNA | N/A |
| | 5 | Elect Management Nominee Scott Gottlieb | | Mgmt | For | TNA | N/A |
| | 6 | Elect Management Nominee Gary S. Guthart | | Mgmt | For | TNA | N/A |
| | 7 | Elect Management Nominee Philip W. Schiller | | Mgmt | For | TNA | N/A |
| | 8 | Elect Management Nominee Susan E. Siegel | | Mgmt | For | TNA | N/A |
| | 9 | Elect Management Nominee John W. Thompson | | Mgmt | For | TNA | N/A |
| | 10 | Elect Icahn Nominee Vincent J. Intrieri | | ShrHoldr | Withhold | TNA | N/A |
| | 11 | Elect Icahn Nominee Jesse A. Lynn | | ShrHoldr | Withhold | TNA | N/A |
| | 12 | Elect Icahn Nominee Andrew J. Teno | | ShrHoldr | Withhold | TNA | N/A |
| | 13 | Ratification of Auditor | | Mgmt | For | TNA | N/A |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | TNA | N/A |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | TNA | Against |
| | 16 | Amendment to the 2015 Stock and Incentive Plan | | Mgmt | For | TNA | N/A |
|
|
|
| Illumina, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ILMN | CUSIP 452327109 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Icahn Nominee Vincent J. Intrieri | | ShrHoldr | N/A | For | N/A |
| | 2 | Elect Icahn Nominee Jesse A. Lynn | | ShrHoldr | N/A | For | N/A |
| | 3 | Elect Icahn Nominee Andrew J. Teno | | ShrHoldr | N/A | For | N/A |
| | 4 | Elect Management Nominee Frances Arnold | | Mgmt | N/A | Withhold | N/A |
| | 5 | Elect Management Nominee Caroline D. Dorsa | | Mgmt | N/A | Withhold | N/A |
| | 6 | Elect Management Nominee Scott Gottlieb | | Mgmt | N/A | Withhold | N/A |
| | 7 | Elect Management Nominee Gary S. Guthart | | Mgmt | N/A | Withhold | N/A |
| | 8 | Elect Management Nominee Philip W. Schiller | | Mgmt | N/A | Withhold | N/A |
| | 9 | Elect Management Nominee Susan E. Siegel | | Mgmt | N/A | Withhold | N/A |
| | 10 | Elect Management Nominee Francis A. deSouza | | Mgmt | N/A | Withhold | N/A |
| | 11 | Elect Management Nominee Robert S. Epstein | | Mgmt | N/A | Withhold | N/A |
| | 12 | Elect Management Nominee John W. Thompson | | Mgmt | N/A | Withhold | N/A |
| | 13 | Ratification of Auditor | | Mgmt | N/A | For | N/A |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | N/A | Against | N/A |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 16 | Amendment to the 2015 Stock and Incentive Plan | | Mgmt | N/A | For | N/A |
|
|
|
| Ingersoll Rand Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IR | CUSIP 45687V106 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Vicente Reynal | | Mgmt | For | For | For |
| | 2 | Elect William P. Donnelly | | Mgmt | For | For | For |
| | 3 | Elect Kirk E. Arnold | | Mgmt | For | For | For |
| | 4 | Elect Gary D. Forsee | | Mgmt | For | For | For |
| | 5 | Elect Jennifer Hartsock | | Mgmt | For | For | For |
| | 6 | Elect John Humphrey | | Mgmt | For | For | For |
| | 7 | Elect Marc E. Jones | | Mgmt | For | For | For |
| | 8 | Elect Mark Stevenson | | Mgmt | For | For | For |
| | 9 | Elect Michael Stubblefield | | Mgmt | For | For | For |
| | 10 | Elect Tony L. White | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Innoviva, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INVA | CUSIP 45781M101 | | 05/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Deborah L. Birx | | Mgmt | For | For | For |
| | 2 | Elect Mark A. DiPaolo | | Mgmt | For | For | For |
| | 3 | Elect Jules A. Haimovitz | | Mgmt | For | For | For |
| | 4 | Elect Odysseas D. Kostas | | Mgmt | For | For | For |
| | 5 | Elect Sarah J. Schlesinger | | Mgmt | For | For | For |
| | 6 | Elect Sapna Srivastava | | Mgmt | For | Against | Against |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Intuit Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INTU | CUSIP 461202103 | | 01/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Eve Burton | | Mgmt | For | For | For |
| | 2 | Elect Director Scott D. Cook | | Mgmt | For | For | For |
| | 3 | Elect Director Richard L. Dalzell | | Mgmt | For | For | For |
| | 4 | Elect Director Sasan K. Goodarzi | | Mgmt | For | For | For |
| | 5 | Elect Director Deborah Liu | | Mgmt | For | For | For |
| | 6 | Elect Director Tekedra Mawakana | | Mgmt | For | For | For |
| | 7 | Elect Director Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 8 | Elect Director Thomas Szkutak | | Mgmt | For | For | For |
| | 9 | Elect Director Raul Vazquez | | Mgmt | For | For | For |
| | 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 11 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Intuitive Surgical, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ISRG | CUSIP 46120E602 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Craig H. Barratt | | Mgmt | For | For | For |
| | 2 | Elect Joseph C. Beery | | Mgmt | For | For | For |
| | 3 | Elect Gary S. Guthart | | Mgmt | For | For | For |
| | 4 | Elect Amal M. Johnson | | Mgmt | For | For | For |
| | 5 | Elect Don R. Kania | | Mgmt | For | For | For |
| | 6 | Elect Amy L. Ladd | | Mgmt | For | For | For |
| | 7 | Elect Keith R. Leonard, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Alan J. Levy | | Mgmt | For | For | For |
| | 9 | Elect Jami Dover Nachtsheim | | Mgmt | For | For | For |
| | 10 | Elect Monica P. Reed | | Mgmt | For | For | For |
| | 11 | Elect Mark J. Rubash | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| Johnson & Johnson | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JNJ | CUSIP 478160104 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Darius Adamczyk | | Mgmt | For | For | For |
| | 2 | Elect Mary C. Beckerle | | Mgmt | For | For | For |
| | 3 | Elect D. Scott Davis | | Mgmt | For | For | For |
| | 4 | Elect Jennifer A. Doudna | | Mgmt | For | For | For |
| | 5 | Elect Joaquin Duato | | Mgmt | For | For | For |
| | 6 | Elect Marillyn A. Hewson | | Mgmt | For | For | For |
| | 7 | Elect Paula A. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Hubert Joly | | Mgmt | For | For | For |
| | 9 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 10 | Elect Anne Mulcahy | | Mgmt | For | For | For |
| | 11 | Elect Mark A. Weinberger | | Mgmt | For | For | For |
| | 12 | Elect Nadja Y. West | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Adoption of Mandatory Arbitration Bylaw | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| Johnson Controls International Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JCI | CINS G51502105 | | 03/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jean Blackwell | | Mgmt | For | For | For |
| | 2 | Elect Director Pierre Cohade | | Mgmt | For | For | For |
| | 3 | Elect Director Michael E. Daniels | | Mgmt | For | For | For |
| | 4 | Elect Director W. Roy Dunbar | | Mgmt | For | For | For |
| | 5 | Elect Director Gretchen R. Haggerty | | Mgmt | For | For | For |
| | 6 | Elect Director Ayesha Khanna | | Mgmt | For | For | For |
| | 7 | Elect Director Simone Menne | | Mgmt | For | For | For |
| | 8 | Elect Director George R. Oliver | | Mgmt | For | For | For |
| | 9 | Elect Director Jurgen Tinggren | | Mgmt | For | For | For |
| | 10 | Elect Director Mark Vergnano | | Mgmt | For | For | For |
| | 11 | Elect Director John D. Young | | Mgmt | For | For | For |
| | 12 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Authorize Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 14 | Authorize Market Purchases of Company Shares | | Mgmt | For | For | For |
| | 15 | Determine Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 16 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Approve the Directors' Authority to Allot Shares | | Mgmt | For | For | For |
| | 19 | Approve the Disapplication of Statutory Pre-Emption Rights | | Mgmt | For | For | For |
|
|
|
| Levi Strauss & Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LEVI | ISIN US52736R1023 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jill Beraud | | Mgmt | For | For | For |
| | 2 | Elect Spencer C. Fleischer | | Mgmt | For | For | For |
| | 3 | Elect Christopher J. McCormick | | Mgmt | For | For | For |
| | 4 | Elect Elliott Rodgers | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Linde Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LIN | CINS G5494J103 | | 01/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Court | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
|
|
|
| Linde Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LIN | CINS G5494J103 | | 01/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
| | 2 | Amend Articles of Association | | Mgmt | For | For | For |
| | 3 | Approve Common Draft Terms of Merger | | Mgmt | For | For | For |
|
|
|
| Linde Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LIN | CINS G5494J103 | | 07/25/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 3 | Determine Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 4 | Adopt Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 5 | Elect Director Stephen F. Angel | | Mgmt | For | For | For |
| | 6 | Elect Director Sanjiv Lamba | | Mgmt | For | For | For |
| | 7 | Elect Director Ann-Kristin Achleitner | | Mgmt | For | For | For |
| | 8 | Elect Director Thomas Enders | | Mgmt | For | For | For |
| | 9 | Elect Director Edward G. Galante | | Mgmt | For | For | For |
| | 10 | Elect Director Joe Kaeser | | Mgmt | For | For | For |
| | 11 | Elect Director Victoria E. Ossadnik | | Mgmt | For | For | For |
| | 12 | Elect Director Martin H. Richenhagen | | Mgmt | For | For | For |
| | 13 | Elect Director Alberto Weisser | | Mgmt | For | For | For |
| | 14 | Elect Director Robert L. Wood | | Mgmt | For | For | For |
| | 15 | Ratify PricewaterhouseCoopers as Auditors | | Mgmt | For | For | For |
| | 16 | Authorise Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
|
|
|
| Livent Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LTHM | CUSIP 53814L108 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Paul W. Graves | | Mgmt | For | For | For |
| | 2 | Elect Andrea E. Utecht | | Mgmt | For | For | For |
| | 3 | Elect Christina Lampe-Onnerud | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 7 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
|
|
|
| Lululemon Athletica inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LULU | CUSIP 550021109 | | 06/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael Casey | | Mgmt | For | For | For |
| | 2 | Elect Glenn Murphy | | Mgmt | For | For | For |
| | 3 | Elect David M. Mussafer | | Mgmt | For | For | For |
| | 4 | Elect Isabel Ge Mahe | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 8 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
|
|
|
| Mastercard Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MA | CUSIP 57636Q104 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Merit E. Janow | | Mgmt | For | For | For |
| | 2 | Elect Candido Botelho Bracher | | Mgmt | For | For | For |
| | 3 | Elect Richard K. Davis | | Mgmt | For | For | For |
| | 4 | Elect Julius Genachowski | | Mgmt | For | For | For |
| | 5 | Elect Choon Phong Goh | | Mgmt | For | For | For |
| | 6 | Elect Oki Matsumoto | | Mgmt | For | For | For |
| | 7 | Elect Michael Miebach | | Mgmt | For | For | For |
| | 8 | Elect Youngme E. Moon | | Mgmt | For | For | For |
| | 9 | Elect Rima Qureshi | | Mgmt | For | For | For |
| | 10 | Elect Gabrielle Sulzberger | | Mgmt | For | For | For |
| | 11 | Elect Harit Talwar | | Mgmt | For | For | For |
| | 12 | Elect Lance Uggla | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Approval of the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | | ShrHoldr | Against | Against | For |
|
|
|
| McKesson Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MCK | CINS 58155Q103 | | 07/22/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
| | 4 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 6 | Adopt Policy on 10b5-1 Plans | | ShrHoldr | Against | Against | For |
| | 7 | Elect Director Richard H. Carmona | | Mgmt | For | For | For |
| | 8 | Elect Director Dominic J. Caruso | | Mgmt | For | For | For |
| | 9 | Elect Director W. Roy Dunbar | | Mgmt | For | For | For |
| | 10 | Elect Director James H. Hinton | | Mgmt | For | For | For |
| | 11 | Elect Director Donald R. Knauss | | Mgmt | For | For | For |
| | 12 | Elect Director Bradley E. Lerman | | Mgmt | For | For | For |
| | 13 | Elect Director Linda P. Mantia | | Mgmt | For | For | For |
| | 14 | Elect Director Maria Martinez | | Mgmt | For | For | For |
| | 15 | Elect Director Susan R. Salka | | Mgmt | For | For | For |
| | 16 | Elect Director Brian S. Tyler | | Mgmt | For | For | For |
| | 17 | Elect Director Kathleen Wilson-Thompson | | Mgmt | For | For | For |
|
|
|
| Medtronic Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MDT | CINS G5960L103 | | 12/08/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Renew the Board's Authority to Issue Shares Under Irish Law | | Mgmt | For | For | For |
| | 4 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | | Mgmt | For | For | For |
| | 5 | Authorize Overseas Market Purchases of Ordinary Shares | | Mgmt | For | For | For |
| | 6 | Elect Director Richard H. Anderson | | Mgmt | For | For | For |
| | 7 | Elect Director Craig Arnold | | Mgmt | For | For | For |
| | 8 | Elect Director Scott C. Donnelly | | Mgmt | For | For | For |
| | 9 | Elect Director Lidia L. Fonseca | | Mgmt | For | For | For |
| | 10 | Elect Director Andrea J. Goldsmith | | Mgmt | For | For | For |
| | 11 | Elect Director Randall J. Hogan, III | | Mgmt | For | For | For |
| | 12 | Elect Director Kevin E. Lofton | | Mgmt | For | For | For |
| | 13 | Elect Director Geoffrey S. Martha | | Mgmt | For | For | For |
| | 14 | Elect Director Elizabeth G. Nabel | | Mgmt | For | Against | Against |
| | 15 | Elect Director Denise M. O'Leary | | Mgmt | For | For | For |
| | 16 | Elect Director Kendall J. Powell | | Mgmt | For | For | For |
|
|
|
| Merck & Co., Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MRK | CUSIP 58933Y105 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Douglas M. Baker, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Mary Ellen Coe | | Mgmt | For | For | For |
| | 3 | Elect Pamela J. Craig | | Mgmt | For | For | For |
| | 4 | Elect Robert M. Davis | | Mgmt | For | For | For |
| | 5 | Elect Thomas H. Glocer | | Mgmt | For | For | For |
| | 6 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 7 | Elect Stephen L. Mayo | | Mgmt | For | For | For |
| | 8 | Elect Paul B. Rothman | | Mgmt | For | For | For |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Christine E. Seidman | | Mgmt | For | For | For |
| | 11 | Elect Inge G. Thulin | | Mgmt | For | For | For |
| | 12 | Elect Kathy J. Warden | | Mgmt | For | For | For |
| | 13 | Elect Peter C. Wendell | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Meta Platforms, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | META | CUSIP 30303M102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Peggy Alford | | Mgmt | For | For | For |
| | 1.2 | Elect Marc L. Andreessen | | Mgmt | For | For | For |
| | 1.3 | Elect Andrew W. Houston | | Mgmt | For | For | For |
| | 1.4 | Elect Nancy Killefer | | Mgmt | For | For | For |
| | 1.5 | Elect Robert M. Kimmitt | | Mgmt | For | For | For |
| | 1.6 | Elect Sheryl K. Sandberg | | Mgmt | For | For | For |
| | 1.7 | Elect Tracey T. Travis | | Mgmt | For | For | For |
| | 1.8 | Elect Tony Xu | | Mgmt | For | For | For |
| | 1.9 | Elect Mark Zuckerberg | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 4 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Human Rights Impact Assessment | | ShrHoldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Report on Content Management in India | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | | ShrHoldr | Against | For | Against |
| | 11 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | | ShrHoldr | Against | Against | For |
| | 12 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | | ShrHoldr | Against | Against | For |
|
|
|
| Microsoft Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MSFT | CINS 594918104 | | 12/13/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director John W. Thompson | | Mgmt | For | For | For |
| | 2 | Elect Director Reid G. Hoffman | | Mgmt | For | For | For |
| | 3 | Elect Director Emma N. Walmsley | | Mgmt | For | For | For |
| | 4 | Elect Director Padmasree Warrior | | Mgmt | For | For | For |
| | 5 | Elect Director Hugh F. Johnston | | Mgmt | For | For | For |
| | 6 | Elect Director Teri L. List | | Mgmt | For | For | For |
| | 7 | Elect Director Satya Nadella | | Mgmt | For | For | For |
| | 8 | Elect Director Sandra E. Peterson | | Mgmt | For | For | For |
| | 9 | Elect Director Penny S. Pritzker | | Mgmt | For | For | For |
| | 10 | Elect Director Carlos A. Rodriguez | | Mgmt | For | For | For |
| | 11 | Elect Director Charles W. Scharf | | Mgmt | For | For | For |
| | 12 | Elect Director John W. Stanton | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Report on Cost/Benefit Analysis of Diversity and Inclusion | | ShrHoldr | Against | Against | For |
| | 16 | Report on Hiring of Persons with Arrest or Incarceration Records | | ShrHoldr | Against | Against | For |
| | 17 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | | ShrHoldr | Against | Against | For |
| | 18 | Report on Government Use of Microsoft Technology | | ShrHoldr | Against | Against | For |
| | 19 | Report on Development of Products for Military | | ShrHoldr | Against | Against | For |
| | 20 | Report on Tax Transparency | | ShrHoldr | Against | Against | For |
|
|
|
| Netflix, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NFLX | CUSIP 64110L106 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mathias Dopfner | | Mgmt | For | For | For |
| | 2 | Elect Reed Hastings | | Mgmt | For | For | For |
| | 3 | Elect Jay Hoag | | Mgmt | For | Against | Against |
| | 4 | Elect Ted Sarandos | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | For | Against |
| | 9 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Climate Risk in Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | For | Against |
|
|
|
| NextEra Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NEE | CUSIP 65339F101 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nicole S. Arnaboldi | | Mgmt | For | For | For |
| | 2 | Elect Sherry S. Barrat | | Mgmt | For | For | For |
| | 3 | Elect James L. Camaren | | Mgmt | For | For | For |
| | 4 | Elect Kenneth B. Dunn | | Mgmt | For | For | For |
| | 5 | Elect Naren K. Gursahaney | | Mgmt | For | For | For |
| | 6 | Elect Kirk S. Hachigian | | Mgmt | For | For | For |
| | 7 | Elect John W. Ketchum | | Mgmt | For | For | For |
| | 8 | Elect Amy B. Lane | | Mgmt | For | For | For |
| | 9 | Elect David L. Porges | | Mgmt | For | For | For |
| | 10 | Elect Dev Stahlkopf | | Mgmt | For | For | For |
| | 11 | Elect John Arthur Stall | | Mgmt | For | For | For |
| | 12 | Elect Darryl L. Wilson | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | | ShrHoldr | Against | Against | For |
|
|
|
| NIKE, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NKE | CINS 654106103 | | 09/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 4 | Adopt a Policy on China Sourcing | | ShrHoldr | Against | Against | For |
| | 5 | Elect Director Alan B. Graf, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Director Peter B. Henry | | Mgmt | For | For | For |
| | 7 | Elect Director Michelle A. Peluso | | Mgmt | For | For | For |
|
|
|
| Northrop Grumman Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NOC | CUSIP 666807102 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kathy J. Warden | | Mgmt | For | For | For |
| | 2 | Elect David P. Abney | | Mgmt | For | For | For |
| | 3 | Elect Marianne C. Brown | | Mgmt | For | For | For |
| | 4 | Elect Ann M. Fudge | | Mgmt | For | For | For |
| | 5 | Elect Madeleine A. Kleiner | | Mgmt | For | For | For |
| | 6 | Elect Arvind Krishna | | Mgmt | For | For | For |
| | 7 | Elect Graham N. Robinson | | Mgmt | For | For | For |
| | 8 | Elect Kimberly A. Ross | | Mgmt | For | For | For |
| | 9 | Elect Gary Roughead | | Mgmt | For | For | For |
| | 10 | Elect Thomas M. Schoewe | | Mgmt | For | For | For |
| | 11 | Elect James S. Turley | | Mgmt | For | For | For |
| | 12 | Elect Mark A. Welsh III | | Mgmt | For | For | For |
| | 13 | Elect Mary A. Winston | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Reduction of the Ownership Threshold Required to Call a Special Meeting of Shareholders | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Alignment of Political Activities with Human Rights Policy | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| NRG Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NRG | CUSIP 629377508 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect E. Spencer Abraham | | Mgmt | For | For | For |
| | 2 | Elect Antonio Carrillo | | Mgmt | For | For | For |
| | 3 | Elect Matthew Carter, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Lawrence S. Coben | | Mgmt | For | For | For |
| | 5 | Elect Heather Cox | | Mgmt | For | For | For |
| | 6 | Elect Elisabeth B. Donohue | | Mgmt | For | For | For |
| | 7 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 8 | Elect Paul W. Hobby | | Mgmt | For | For | For |
| | 9 | Elect Alexandra Pruner | | Mgmt | For | For | For |
| | 10 | Elect Anne C. Schaumburg | | Mgmt | For | For | For |
| | 11 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| NVIDIA Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NVDA | CUSIP 67066G104 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert K. Burgess | | Mgmt | For | For | For |
| | 2 | Elect Tench Coxe | | Mgmt | For | For | For |
| | 3 | Elect John O. Dabiri | | Mgmt | For | For | For |
| | 4 | Elect Persis S. Drell | | Mgmt | For | For | For |
| | 5 | Elect Jen-Hsun Huang | | Mgmt | For | For | For |
| | 6 | Elect Dawn Hudson | | Mgmt | For | For | For |
| | 7 | Elect Harvey C. Jones | | Mgmt | For | For | For |
| | 8 | Elect Michael G. McCaffery | | Mgmt | For | For | For |
| | 9 | Elect Stephen C. Neal | | Mgmt | For | For | For |
| | 10 | Elect Mark L. Perry | | Mgmt | For | For | For |
| | 11 | Elect A. Brooke Seawell | | Mgmt | For | For | For |
| | 12 | Elect Aarti Shah | | Mgmt | For | For | For |
| | 13 | Elect Mark A. Stevens | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Oracle Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORCL | CINS 68389X105 | | 11/16/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Awo Ablo | | Mgmt | For | For | For |
| | 2 | Elect Director Renee J. James | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director Charles W. Moorman | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Leon E. Panetta | | Mgmt | For | Withhold | Against |
| | 5 | Elect Director William G. Parrett | | Mgmt | For | Withhold | Against |
| | 6 | Elect Director Naomi O. Seligman | | Mgmt | For | Withhold | Against |
| | 7 | Elect Director Vishal Sikka | | Mgmt | For | Withhold | Against |
| | 8 | Elect Director Jeffrey S. Berg | | Mgmt | For | Withhold | Against |
| | 9 | Elect Director Michael J. Boskin | | Mgmt | For | Withhold | Against |
| | 10 | Elect Director Safra A. Catz | | Mgmt | For | Withhold | Against |
| | 11 | Elect Director Bruce R. Chizen | | Mgmt | For | Withhold | Against |
| | 12 | Elect Director George H. Conrades | | Mgmt | For | Withhold | Against |
| | 13 | Elect Director Lawrence J. Ellison | | Mgmt | For | Withhold | Against |
| | 14 | Elect Director Rona A. Fairhead | | Mgmt | For | Withhold | Against |
| | 15 | Elect Director Jeffrey O. Henley | | Mgmt | For | Withhold | Against |
| | 16 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 17 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| O'Reilly Automotive, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORLY | CUSIP 67103H107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David E. O'Reilly | | Mgmt | For | For | For |
| | 2 | Elect Larry P. O'Reilly | | Mgmt | For | For | For |
| | 3 | Elect Greg Henslee | | Mgmt | For | For | For |
| | 4 | Elect Jay D. Burchfield | | Mgmt | For | For | For |
| | 5 | Elect Thomas T. Hendrickson | | Mgmt | For | For | For |
| | 6 | Elect John R. Murphy | | Mgmt | For | For | For |
| | 7 | Elect Dana M. Perlman | | Mgmt | For | For | For |
| | 8 | Elect Maria A. Sastre | | Mgmt | For | For | For |
| | 9 | Elect Andrea M. Weiss | | Mgmt | For | For | For |
| | 10 | Elect Fred Whitfield | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Otis Worldwide Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OTIS | CUSIP 68902V107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey H. Black | | Mgmt | For | For | For |
| | 2 | Elect Nelda J. Connors | | Mgmt | For | For | For |
| | 3 | Elect Kathy Hopinkah Hannan | | Mgmt | For | For | For |
| | 4 | Elect Shailesh G. Jejurikar | | Mgmt | For | For | For |
| | 5 | Elect Christopher J. Kearney | | Mgmt | For | For | For |
| | 6 | Elect Judith F. Marks | | Mgmt | For | For | For |
| | 7 | Elect Harold W. McGraw III | | Mgmt | For | For | For |
| | 8 | Elect Margaret M.V. Preston | | Mgmt | For | For | For |
| | 9 | Elect Shelley Stewart, Jr. | | Mgmt | For | For | For |
| | 10 | Elect John H. Walker | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| PENN Entertainment, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PENN | CUSIP 707569109 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Vilma Black-Gupta | | Mgmt | For | For | For |
| | 1.2 | Elect Marla Kaplowitz | | Mgmt | For | For | For |
| | 1.3 | Elect Jane Scaccetti | | Mgmt | For | For | For |
| | 1.4 | Elect Jay A. Snowden | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Amendment to the 2022 Long-Term Incentive Plan | | Mgmt | For | For | For |
|
|
|
| PepsiCo, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PEP | CUSIP 713448108 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Segun Agbaje | | Mgmt | For | For | For |
| | 2 | Elect Jennifer Bailey | | Mgmt | For | For | For |
| | 3 | Elect Cesar Conde | | Mgmt | For | For | For |
| | 4 | Elect Ian M. Cook | | Mgmt | For | For | For |
| | 5 | Elect Edith W. Cooper | | Mgmt | For | For | For |
| | 6 | Elect Susan M. Diamond | | Mgmt | For | For | For |
| | 7 | Elect Dina Dublon | | Mgmt | For | For | For |
| | 8 | Elect Michelle D. Gass | | Mgmt | For | For | For |
| | 9 | Elect Ramon L. Laguarta | | Mgmt | For | For | For |
| | 10 | Elect Dave Lewis | | Mgmt | For | For | For |
| | 11 | Elect David C. Page | | Mgmt | For | For | For |
| | 12 | Elect Robert C. Pohlad | | Mgmt | For | For | For |
| | 13 | Elect Daniel L. Vasella | | Mgmt | For | For | For |
| | 14 | Elect Darren Walker | | Mgmt | For | For | For |
| | 15 | Elect Alberto Weisser | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 18 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 20 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Congruency Report on Net-Zero Emissions Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Pfizer Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PFE | CUSIP 717081103 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ronald E. Blaylock | | Mgmt | For | For | For |
| | 2 | Elect Albert Bourla | | Mgmt | For | For | For |
| | 3 | Elect Susan Desmond-Hellmann | | Mgmt | For | For | For |
| | 4 | Elect Joseph J. Echevarria | | Mgmt | For | For | For |
| | 5 | Elect Scott Gottlieb | | Mgmt | For | For | For |
| | 6 | Elect Helen H. Hobbs | | Mgmt | For | For | For |
| | 7 | Elect Susan Hockfield | | Mgmt | For | For | For |
| | 8 | Elect Dan R. Littman | | Mgmt | For | For | For |
| | 9 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 10 | Elect Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 11 | Elect James Quincey | | Mgmt | For | For | For |
| | 12 | Elect James C. Smith | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Intellectual Property | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| PG&E Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PCG | CUSIP 69331C108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cheryl F. Campbell | | Mgmt | For | For | For |
| | 2 | Elect Kerry W. Cooper | | Mgmt | For | For | For |
| | 3 | Elect Arno L. Harris | | Mgmt | For | For | For |
| | 4 | Elect Carlos M. Hernandez | | Mgmt | For | For | For |
| | 5 | Elect Michael R. Niggli | | Mgmt | For | For | For |
| | 6 | Elect Benjamin F. Wilson | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| PPG Industries, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PPG | ISIN US6935061076 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Stephen F. Angel | | Mgmt | For | For | For |
| | 2 | Elect Hugh Grant | | Mgmt | For | For | For |
| | 3 | Elect Melanie L. Healey | | Mgmt | For | For | For |
| | 4 | Elect Timothy Knavish | | Mgmt | For | For | For |
| | 5 | Elect Guillermo Novo | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Prudential plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PRU | CINS G72899100 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Remuneration Report | | Mgmt | For | For | For |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Elect Arijit Basu | | Mgmt | For | For | For |
| | 5 | Elect Claudia Sussmuth Dyckerhoff | | Mgmt | For | For | For |
| | 6 | Elect Anil Wadhwani | | Mgmt | For | For | For |
| | 7 | Elect Shriti Vadera | | Mgmt | For | For | For |
| | 8 | Elect Jeremy Anderson | | Mgmt | For | For | For |
| | 9 | Elect CHUA Sock Koong | | Mgmt | For | For | For |
| | 10 | Elect David Law | | Mgmt | For | For | For |
| | 11 | Elect Ming Lu | | Mgmt | For | For | For |
| | 12 | Elect George D. Sartorel | | Mgmt | For | For | For |
| | 13 | Elect Jeanette Wong | | Mgmt | For | For | For |
| | 14 | Elect Yok Tak Amy Yip | | Mgmt | For | For | For |
| | 15 | Appointment of Auditor | | Mgmt | For | For | For |
| | 16 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 17 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 18 | Sharesave Plan | | Mgmt | For | For | For |
| | 19 | Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 20 | International Savings-Related Share Option Scheme for Non-Employees | | Mgmt | For | For | For |
| | 21 | Service Provider Sublimit (ISSOSNE) | | Mgmt | For | For | For |
| | 22 | Agency Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 23 | Service Provider Sublimit (Agency LTIP) | | Mgmt | For | For | For |
| | 24 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 25 | Authority to Issue Repurchased Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 26 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 27 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 28 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 29 | Adoption of New Articles | | Mgmt | For | For | For |
| | 30 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| PulteGroup, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PHM | CUSIP 745867101 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Brian P. Anderson | | Mgmt | For | For | For |
| | 2 | Elect Bryce Blair | | Mgmt | For | For | For |
| | 3 | Elect Thomas J. Folliard | | Mgmt | For | For | For |
| | 4 | Elect Cheryl W. Grise | | Mgmt | For | For | For |
| | 5 | Elect Andre J. Hawaux | | Mgmt | For | For | For |
| | 6 | Elect J. Phillip Holloman | | Mgmt | For | For | For |
| | 7 | Elect Ryan R. Marshall | | Mgmt | For | For | For |
| | 8 | Elect John R. Peshkin | | Mgmt | For | For | For |
| | 9 | Elect Scott F. Powers | | Mgmt | For | For | For |
| | 10 | Elect Lila Snyder | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| QUALCOMM Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QCOM | CUSIP 747525103 | | 03/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Sylvia Acevedo | | Mgmt | For | For | For |
| | 2 | Elect Director Cristiano R. Amon | | Mgmt | For | For | For |
| | 3 | Elect Director Mark Fields | | Mgmt | For | For | For |
| | 4 | Elect Director Jeffrey W. Henderson | | Mgmt | For | For | For |
| | 5 | Elect Director Gregory N. Johnson | | Mgmt | For | For | For |
| | 6 | Elect Director Ann M. Livermore | | Mgmt | For | For | For |
| | 7 | Elect Director Mark D. McLaughlin | | Mgmt | For | For | For |
| | 8 | Elect Director Jamie S. Miller | | Mgmt | For | For | For |
| | 9 | Elect Director Irene B. Rosenfeld | | Mgmt | For | For | For |
| | 10 | Elect Director Kornelis (Neil) Smit | | Mgmt | For | For | For |
| | 11 | Elect Director Jean-Pascal Tricoire | | Mgmt | For | For | For |
| | 12 | Elect Director Anthony J. Vinciquerra | | Mgmt | For | For | For |
| | 13 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
| | 15 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| Quilter Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QLT | CINS G3651J115 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Remuneration Report | | Mgmt | For | For | For |
| | 3 | Final Dividend | | Mgmt | For | For | For |
| | 4 | Elect Neeta Atkar | | Mgmt | For | For | For |
| | 5 | Elect Tim Breedon | | Mgmt | For | For | For |
| | 6 | Elect Tazim Essani | | Mgmt | For | For | For |
| | 7 | Elect Moira A. Kilcoyne | | Mgmt | For | For | For |
| | 8 | Elect Steve Levin | | Mgmt | For | For | For |
| | 9 | Elect Ruth Markland | | Mgmt | For | For | For |
| | 10 | Elect Paul Matthews | | Mgmt | For | For | For |
| | 11 | Elect George M. Reid | | Mgmt | For | For | For |
| | 12 | Elect Christopher Samuel | | Mgmt | For | For | For |
| | 13 | Elect Mark O. Satchel | | Mgmt | For | For | For |
| | 14 | Appointment of Auditor | | Mgmt | For | For | For |
| | 15 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 16 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 17 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 18 | Authority to Repurchase Shares Off-Market | | Mgmt | For | For | For |
| | 19 | Adoption of New Article (Odd-lot Offer) | | Mgmt | For | For | For |
| | 20 | Approval of Odd-lot Offer | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares (Odd-lot Offer) | | Mgmt | For | For | For |
|
|
|
| Raytheon Technologies Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RTX | CUSIP 75513E101 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Tracy A. Atkinson | | Mgmt | For | For | For |
| | 2 | Elect Leanne G. Caret | | Mgmt | For | For | For |
| | 3 | Elect Bernard A. Harris, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Gregory J. Hayes | | Mgmt | For | For | For |
| | 5 | Elect George R. Oliver | | Mgmt | For | For | For |
| | 6 | Elect Robert K. Ortberg | | Mgmt | For | For | For |
| | 7 | Elect Dinesh C. Paliwal | | Mgmt | For | For | For |
| | 8 | Elect Ellen M. Pawlikowski | | Mgmt | For | For | For |
| | 9 | Elect Denise L. Ramos | | Mgmt | For | For | For |
| | 10 | Elect Fredric G. Reynolds | | Mgmt | For | For | For |
| | 11 | Elect Brian C. Rogers | | Mgmt | For | For | For |
| | 12 | Elect James A. Winnefeld, Jr. | | Mgmt | For | For | For |
| | 13 | Elect Robert O. Work | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 18 | Amendment to Articles to Limit Liability of Certain Officers | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | | ShrHoldr | Against | Against | For |
|
|
|
| Regeneron Pharmaceuticals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | REGN | CUSIP 75886F107 | | 06/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Joseph L. Goldstein | | Mgmt | For | For | For |
| | 2 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 3 | Elect Craig B. Thompson | | Mgmt | For | For | For |
| | 4 | Elect Huda Y. Zoghbi | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| S&P Global Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SPGI | CUSIP 78409V104 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marco Alvera | | Mgmt | For | For | For |
| | 2 | Elect Jacques Esculier | | Mgmt | For | For | For |
| | 3 | Elect Gay Huey Evans | | Mgmt | For | For | For |
| | 4 | Elect William D. Green | | Mgmt | For | For | For |
| | 5 | Elect Stephanie C. Hill | | Mgmt | For | For | For |
| | 6 | Elect Rebecca Jacoby | | Mgmt | For | For | For |
| | 7 | Elect Robert P. Kelly | | Mgmt | For | For | For |
| | 8 | Elect Ian P. Livingston | | Mgmt | For | For | For |
| | 9 | Elect Deborah D. McWhinney | | Mgmt | For | For | For |
| | 10 | Elect Maria R. Morris | | Mgmt | For | For | For |
| | 11 | Elect Douglas L. Peterson | | Mgmt | For | For | For |
| | 12 | Elect Richard E. Thornburgh | | Mgmt | For | For | For |
| | 13 | Elect Gregory Washington | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Salesforce, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRM | CUSIP 79466L302 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc R. Benioff | | Mgmt | For | For | For |
| | 2 | Elect Laura Alber | | Mgmt | For | For | For |
| | 3 | Elect Craig A. Conway | | Mgmt | For | For | For |
| | 4 | Elect Arnold W. Donald | | Mgmt | For | For | For |
| | 5 | Elect Parker Harris | | Mgmt | For | For | For |
| | 6 | Elect Neelie Kroes | | Mgmt | For | For | For |
| | 7 | Elect Sachin Mehra | | Mgmt | For | For | For |
| | 8 | Elect G. Mason Morfit | | Mgmt | For | For | For |
| | 9 | Elect Oscar Munoz | | Mgmt | For | Against | Against |
| | 10 | Elect John V. Roos | | Mgmt | For | For | For |
| | 11 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 12 | Elect Maynard G. Webb | | Mgmt | For | For | For |
| | 13 | Elect Susan D. Wojcicki | | Mgmt | For | For | For |
| | 14 | Amendment to the 2013 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
|
|
|
| Shell Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHEL | CINS G80827101 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Remuneration Report | | Mgmt | For | For | For |
| | 5 | Elect Wael Sawan | | Mgmt | For | For | For |
| | 6 | Elect Cyrus Taraporevala | | Mgmt | For | For | For |
| | 7 | Elect Sir Charles Roxburgh | | Mgmt | For | For | For |
| | 8 | Elect Leena Srivastava | | Mgmt | For | For | For |
| | 9 | Elect Sinead Gorman | | Mgmt | For | For | For |
| | 10 | Elect Dick Boer | | Mgmt | For | For | For |
| | 11 | Elect Neil A.P. Carson | | Mgmt | For | For | For |
| | 12 | Elect Ann F. Godbehere | | Mgmt | For | For | For |
| | 13 | Elect Jane Holl Lute | | Mgmt | For | For | For |
| | 14 | Elect Catherine J. Hughes | | Mgmt | For | For | For |
| | 15 | Elect Sir Andrew Mackenzie | | Mgmt | For | For | For |
| | 16 | Elect Abraham Schot | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 20 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 22 | Authority to Repurchase Shares (Off-Market) | | Mgmt | For | For | For |
| | 23 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 24 | Adoption of New Articles | | Mgmt | For | For | For |
| | 25 | Performance Share Plan | | Mgmt | For | For | For |
| | 26 | Approval of Energy Transition Progress | | Mgmt | For | For | For |
| | 27 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 28 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Southwest Airlines Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LUV | CUSIP 844741108 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David W. Biegler | | Mgmt | For | For | For |
| | 2 | Elect J. Veronica Biggins | | Mgmt | For | Against | Against |
| | 3 | Elect Douglas H. Brooks | | Mgmt | For | For | For |
| | 4 | Elect Eduardo F. Conrado | | Mgmt | For | For | For |
| | 5 | Elect William H. Cunningham | | Mgmt | For | For | For |
| | 6 | Elect Thomas W. Gilligan | | Mgmt | For | For | For |
| | 7 | Elect David P. Hess | | Mgmt | For | For | For |
| | 8 | Elect Robert E. Jordan | | Mgmt | For | For | For |
| | 9 | Elect Gary C. Kelly | | Mgmt | For | For | For |
| | 10 | Elect Elaine Mendoza | | Mgmt | For | For | For |
| | 11 | Elect John T. Montford | | Mgmt | For | For | For |
| | 12 | Elect Christopher P. Reynolds | | Mgmt | For | For | For |
| | 13 | Elect Ron Ricks | | Mgmt | For | For | For |
| | 14 | Elect Jill Ann Soltau | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Shareholder Ability to Remove Directors | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Target Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TGT | CUSIP 87612E106 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David P. Abney | | Mgmt | For | For | For |
| | 2 | Elect Douglas M. Baker, Jr. | | Mgmt | For | For | For |
| | 3 | Elect George S. Barrett | | Mgmt | For | For | For |
| | 4 | Elect Gail K. Boudreaux | | Mgmt | For | For | For |
| | 5 | Elect Brian C. Cornell | | Mgmt | For | For | For |
| | 6 | Elect Robert L. Edwards | | Mgmt | For | For | For |
| | 7 | Elect Donald R. Knauss | | Mgmt | For | For | For |
| | 8 | Elect Christine A. Leahy | | Mgmt | For | For | For |
| | 9 | Elect Monica C. Lozano | | Mgmt | For | For | For |
| | 10 | Elect Grace Puma | | Mgmt | For | For | For |
| | 11 | Elect Derica W. Rice | | Mgmt | For | For | For |
| | 12 | Elect Dmitri L. Stockton | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| TerrAscend Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TER | CUSIP 88105E108 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Craig Collard | | Mgmt | For | Withhold | Against |
| | 2 | Elect Kara DioGuardi | | Mgmt | For | Withhold | Against |
| | 3 | Elect Ira Duarte | | Mgmt | For | Withhold | Against |
| | 4 | Elect Edward Schutter | | Mgmt | For | Withhold | Against |
| | 5 | Elect Jason Wild | | Mgmt | For | Withhold | Against |
| | 6 | Appointment of Auditor | | Mgmt | For | For | For |
| | 7 | Amendment to the Stock Option Plan | | Mgmt | For | For | For |
| | 8 | Amendment to the Share Unit Plan | | Mgmt | For | For | For |
| | 9 | Private Placement | | Mgmt | For | For | For |
|
|
|
| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CUSIP 88160R101 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Elon Musk | | Mgmt | For | For | For |
| | 2 | Elect Robyn M. Denholm | | Mgmt | For | For | For |
| | 3 | Elect J.B. Straubel | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Key Person Risk Report | | ShrHoldr | Against | Against | For |
|
|
|
| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CINS 88160R101 | | 08/04/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Ira Ehrenpreis | | Mgmt | For | Against | Against |
| | 2 | Elect Director Kathleen Wilson-Thompson | | Mgmt | For | Against | Against |
| | 3 | Reduce Director Terms from Three to Two Years | | Mgmt | For | For | For |
| | 4 | Eliminate Supermajority Voting Provisions | | Mgmt | For | For | For |
| | 5 | Increase Authorized Common Stock | | Mgmt | For | For | For |
| | 6 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 7 | Adopt Proxy Access Right | | ShrHoldr | Against | For | Against |
| | 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | | ShrHoldr | Against | For | Against |
| | 9 | Report on Racial and Gender Board Diversity | | ShrHoldr | Against | Against | For |
| | 10 | Report on the Impacts of Using Mandatory Arbitration | | ShrHoldr | Against | For | Against |
| | 11 | Report on Corporate Climate Lobbying in line with Paris Agreement | | ShrHoldr | Against | For | Against |
| | 12 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | | ShrHoldr | Against | For | Against |
| | 13 | Report on Eradicating Child Labor in Battery Supply Chain | | ShrHoldr | Against | Against | For |
| | 14 | Report on Water Risk Exposure | | ShrHoldr | Against | For | Against |
|
|
|
| The Boeing Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BA | ISIN US0970231058 | | 04/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert A. Bradway | | Mgmt | For | For | For |
| | 2 | Elect David L. Calhoun | | Mgmt | For | For | For |
| | 3 | Elect Lynne M. Doughtie | | Mgmt | For | For | For |
| | 4 | Elect David L. Gitlin | | Mgmt | For | For | For |
| | 5 | Elect Lynn J. Good | | Mgmt | For | For | For |
| | 6 | Elect Stayce D. Harris | | Mgmt | For | For | For |
| | 7 | Elect Akhil Johri | | Mgmt | For | For | For |
| | 8 | Elect David L. Joyce | | Mgmt | For | For | For |
| | 9 | Elect Lawrence W. Kellner | | Mgmt | For | For | For |
| | 10 | Elect Steven M. Mollenkopf | | Mgmt | For | For | For |
| | 11 | Elect John M. Richardson | | Mgmt | For | For | For |
| | 12 | Elect Sabrina Soussan | | Mgmt | For | For | For |
| | 13 | Elect Ronald A. Williams | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Approval of the 2023 Incentive Stock Plan | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Abstain | N/A |
|
|
|
| The Charles Schwab Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SCHW | CUSIP 808513105 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marianne C. Brown | | Mgmt | For | Against | Against |
| | 2 | Elect Frank C. Herringer | | Mgmt | For | Against | Against |
| | 3 | Elect Gerri Martin-Flickinger | | Mgmt | For | Against | Against |
| | 4 | Elect Todd M. Ricketts | | Mgmt | For | Against | Against |
| | 5 | Elect Carolyn Schwab-Pomerantz | | Mgmt | For | Against | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
|
|
|
| The Cigna Group | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CI | CUSIP 125523100 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David M. Cordani | | Mgmt | For | For | For |
| | 2 | Elect William J. DeLaney | | Mgmt | For | For | For |
| | 3 | Elect Eric J. Foss | | Mgmt | For | For | For |
| | 4 | Elect Elder Granger | | Mgmt | For | For | For |
| | 5 | Elect Neesha Hathi | | Mgmt | For | For | For |
| | 6 | Elect George Kurian | | Mgmt | For | For | For |
| | 7 | Elect Kathleen M. Mazzarella | | Mgmt | For | For | For |
| | 8 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 9 | Elect Kimberly A. Ross | | Mgmt | For | For | For |
| | 10 | Elect Eric C. Wiseman | | Mgmt | For | For | For |
| | 11 | Elect Donna F. Zarcone | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment to Allow Exculpation of Officers | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | For | Against |
| | 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| The Coca-Cola Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KO | ISIN US1912161007 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Herbert A. Allen, III | | Mgmt | For | For | For |
| | 2 | Elect Marc Bolland | | Mgmt | For | For | For |
| | 3 | Elect Ana Patricia Botin-Sanz de Sautuola y O'Shea | | Mgmt | For | For | For |
| | 4 | Elect Christopher C. Davis | | Mgmt | For | For | For |
| | 5 | Elect Barry Diller | | Mgmt | For | Against | Against |
| | 6 | Elect Carolyn N. Everson | | Mgmt | For | For | For |
| | 7 | Elect Helene D. Gayle | | Mgmt | For | For | For |
| | 8 | Elect Alexis M. Herman | | Mgmt | For | For | For |
| | 9 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 10 | Elect Amity Millhiser | | Mgmt | For | For | For |
| | 11 | Elect James Quincey | | Mgmt | For | For | For |
| | 12 | Elect Caroline J. Tsay | | Mgmt | For | For | For |
| | 13 | Elect David B. Weinberg | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | | ShrHoldr | Against | Against | For |
|
|
|
| The Goldman Sachs Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GS | CUSIP 38141G104 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect M. Michele Burns | | Mgmt | For | For | For |
| | 2 | Elect Mark Flaherty | | Mgmt | For | For | For |
| | 3 | Elect Kimberley Harris | | Mgmt | For | For | For |
| | 4 | Elect Kevin R. Johnson | | Mgmt | For | For | For |
| | 5 | Elect Ellen J. Kullman | | Mgmt | For | For | For |
| | 6 | Elect Lakshmi N. Mittal | | Mgmt | For | Against | Against |
| | 7 | Elect Adebayo O. Ogunlesi | | Mgmt | For | For | For |
| | 8 | Elect Peter Oppenheimer | | Mgmt | For | For | For |
| | 9 | Elect David M. Solomon | | Mgmt | For | For | For |
| | 10 | Elect Jan E. Tighe | | Mgmt | For | For | For |
| | 11 | Elect Jessica Uhl | | Mgmt | For | For | For |
| | 12 | Elect David A. Viniar | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Third-Party Review for Congruency of China-focused ETFs | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding a Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| The Home Depot, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HD | CUSIP 437076102 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gerard J. Arpey | | Mgmt | For | For | For |
| | 2 | Elect Ari Bousbib | | Mgmt | For | For | For |
| | 3 | Elect Jeffery H. Boyd | | Mgmt | For | For | For |
| | 4 | Elect Gregory D. Brenneman | | Mgmt | For | For | For |
| | 5 | Elect J. Frank Brown | | Mgmt | For | For | For |
| | 6 | Elect Albert P. Carey | | Mgmt | For | For | For |
| | 7 | Elect Edward P. Decker | | Mgmt | For | For | For |
| | 8 | Elect Linda R. Gooden | | Mgmt | For | For | For |
| | 9 | Elect Wayne M. Hewett | | Mgmt | For | For | For |
| | 10 | Elect Manuel Kadre | | Mgmt | For | For | For |
| | 11 | Elect Stephanie C. Linnartz | | Mgmt | For | For | For |
| | 12 | Elect Paula Santilli | | Mgmt | For | For | For |
| | 13 | Elect Caryn Seidman-Becker | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Public Positions on Political Speech | | ShrHoldr | Against | Against | For |
|
|
|
| The Procter & Gamble Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PG | CINS 742718109 | | 10/11/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director B. Marc Allen | | Mgmt | For | For | For |
| | 4 | Elect Director Angela F. Braly | | Mgmt | For | For | For |
| | 5 | Elect Director Amy L. Chang | | Mgmt | For | For | For |
| | 6 | Elect Director Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Director Christopher Kempczinski | | Mgmt | For | For | For |
| | 8 | Elect Director Debra L. Lee | | Mgmt | For | For | For |
| | 9 | Elect Director Terry J. Lundgren | | Mgmt | For | For | For |
| | 10 | Elect Director Christine M. McCarthy | | Mgmt | For | For | For |
| | 11 | Elect Director Jon R. Moeller | | Mgmt | For | For | For |
| | 12 | Elect Director Rajesh Subramaniam | | Mgmt | For | For | For |
| | 13 | Elect Director Patricia A. Woertz | | Mgmt | For | For | For |
|
|
|
| The Sherwin-Williams Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHW | ISIN US8243481061 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kerrii B. Anderson | | Mgmt | For | For | For |
| | 2 | Elect Arthur F. Anton | | Mgmt | For | For | For |
| | 3 | Elect Jeff M. Fettig | | Mgmt | For | For | For |
| | 4 | Elect John G. Morikis | | Mgmt | For | For | For |
| | 5 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 6 | Elect Aaron M. Powell | | Mgmt | For | For | For |
| | 7 | Elect Marta R. Stewart | | Mgmt | For | For | For |
| | 8 | Elect Michael H. Thaman | | Mgmt | For | For | For |
| | 9 | Elect Matthew Thornton III | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| The TJX Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TJX | CUSIP 872540109 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jose B. Alvarez | | Mgmt | For | For | For |
| | 2 | Elect Alan M. Bennett | | Mgmt | For | For | For |
| | 3 | Elect Rosemary T. Berkery | | Mgmt | For | For | For |
| | 4 | Elect David T. Ching | | Mgmt | For | For | For |
| | 5 | Elect C. Kim Goodwin | | Mgmt | For | For | For |
| | 6 | Elect Ernie Herrman | | Mgmt | For | For | For |
| | 7 | Elect Amy B. Lane | | Mgmt | For | For | For |
| | 8 | Elect Carol Meyrowitz | | Mgmt | For | For | For |
| | 9 | Elect Jackwyn L. Nemerov | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Shareholder Proposal Regarding Report on Supply Chain Due Diligence | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Human Rights Risks from Supply Chain Employee Misclassification | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Against | For |
|
|
|
| The Walt Disney Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DIS | ISIN US2546871060 | | 04/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mary T. Barra | | Mgmt | For | For | For |
| | 2 | Elect Safra A. Catz | | Mgmt | For | For | For |
| | 3 | Elect Amy L. Chang | | Mgmt | For | For | For |
| | 4 | Elect Francis A. deSouza | | Mgmt | For | For | For |
| | 5 | Elect Carolyn N. Everson | | Mgmt | For | For | For |
| | 6 | Elect Michael B.G. Froman | | Mgmt | For | For | For |
| | 7 | Elect Robert A. Iger | | Mgmt | For | For | For |
| | 8 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 9 | Elect Calvin R. McDonald | | Mgmt | For | For | For |
| | 10 | Elect Mark G. Parker | | Mgmt | For | For | For |
| | 11 | Elect Derica W. Rice | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| Thermo Fisher Scientific Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMO | CUSIP 883556102 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc N. Casper | | Mgmt | For | For | For |
| | 2 | Elect Nelson J. Chai | | Mgmt | For | For | For |
| | 3 | Elect Ruby R. Chandy | | Mgmt | For | For | For |
| | 4 | Elect C. Martin Harris | | Mgmt | For | For | For |
| | 5 | Elect Tyler Jacks | | Mgmt | For | For | For |
| | 6 | Elect R. Alexandra Keith | | Mgmt | For | For | For |
| | 7 | Elect James C. Mullen | | Mgmt | For | For | For |
| | 8 | Elect Lars R. Sorensen | | Mgmt | For | For | For |
| | 9 | Elect Debora L. Spar | | Mgmt | For | For | For |
| | 10 | Elect Scott M. Sperling | | Mgmt | For | For | For |
| | 11 | Elect Dion J. Weisler | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment to the 2013 Stock Incentive Plan | | Mgmt | For | For | For |
| | 16 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| T-Mobile US, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMUS | CUSIP 872590104 | | 06/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Andre Almeida | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Marcelo Claure | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Srikant M. Datar | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Srinivasan Gopalan | | Mgmt | For | Withhold | Against |
| | 1.5 | Elect Timotheus Hottges | | Mgmt | For | Withhold | Against |
| | 1.6 | Elect Christian P. Illek | | Mgmt | For | Withhold | Against |
| | 1.7 | Elect Raphael Kubler | | Mgmt | For | Withhold | Against |
| | 1.8 | Elect Thorsten Langheim | | Mgmt | For | Withhold | Against |
| | 1.9 | Elect Dominique Leroy | | Mgmt | For | Withhold | Against |
| | 1.10 | Elect Letitia A. Long | | Mgmt | For | Withhold | Against |
| | 1.11 | Elect G. Michael Sievert | | Mgmt | For | Withhold | Against |
| | 1.12 | Elect Teresa A. Taylor | | Mgmt | For | Withhold | Against |
| | 1.13 | Elect Kelvin R. Westbrook | | Mgmt | For | Withhold | Against |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 5 | Approval of the 2023 Incentive Award Plan | | Mgmt | For | For | For |
| | 6 | Amendment to the 2014 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Union Pacific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNP | CUSIP 907818108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William J. DeLaney | | Mgmt | For | For | For |
| | 2 | Elect David B. Dillon | | Mgmt | For | For | For |
| | 3 | Elect Sheri H. Edison | | Mgmt | For | For | For |
| | 4 | Elect Teresa M. Finley | | Mgmt | For | For | For |
| | 5 | Elect Lance M. Fritz | | Mgmt | For | For | For |
| | 6 | Elect Deborah C. Hopkins | | Mgmt | For | For | For |
| | 7 | Elect Jane H. Lute | | Mgmt | For | For | For |
| | 8 | Elect Michael R. McCarthy | | Mgmt | For | For | For |
| | 9 | Elect Jose H. Villarreal | | Mgmt | For | For | For |
| | 10 | Elect Christopher J. Williams | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Against | For |
|
|
|
| United Rentals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | URI | CUSIP 911363109 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jose B. Alvarez | | Mgmt | For | For | For |
| | 2 | Elect Marc A. Bruno | | Mgmt | For | For | For |
| | 3 | Elect Larry D. De Shon | | Mgmt | For | For | For |
| | 4 | Elect Matthew J. Flannery | | Mgmt | For | For | For |
| | 5 | Elect Bobby J. Griffin | | Mgmt | For | For | For |
| | 6 | Elect Kim Harris Jones | | Mgmt | For | For | For |
| | 7 | Elect Terri L. Kelly | | Mgmt | For | For | For |
| | 8 | Elect Michael J. Kneeland | | Mgmt | For | For | For |
| | 9 | Elect Francisco J. Lopez-Balboa | | Mgmt | For | For | For |
| | 10 | Elect Gracia C. Martore | | Mgmt | For | For | For |
| | 11 | Elect Shiv Singh | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Reduce Ownership Threshold to Initiate Written Consent | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | | ShrHoldr | Against | Against | For |
|
|
|
| UnitedHealth Group Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNH | CUSIP 91324P102 | | 06/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 2 | Elect Paul R. Garcia | | Mgmt | For | For | For |
| | 3 | Elect Kristen Gil | | Mgmt | For | For | For |
| | 4 | Elect Stephen J. Hemsley | | Mgmt | For | For | For |
| | 5 | Elect Michele J. Hooper | | Mgmt | For | For | For |
| | 6 | Elect F. William McNabb, III | | Mgmt | For | For | For |
| | 7 | Elect Valerie C. Montgomery Rice | | Mgmt | For | For | For |
| | 8 | Elect John H. Noseworthy | | Mgmt | For | For | For |
| | 9 | Elect Andrew Witty | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
|
|
|
| Unity Software Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | U | CINS 91332U101 | | 10/07/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Issue Shares in Connection with Merger | | Mgmt | For | For | For |
| | 2 | Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Visa Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | V | CUSIP 92826C839 | | 01/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Lloyd A. Carney | | Mgmt | For | Against | Against |
| | 2 | Elect Director Kermit R. Crawford | | Mgmt | For | For | For |
| | 3 | Elect Director Francisco Javier Fernandez-Carbajal | | Mgmt | For | For | For |
| | 4 | Elect Director Alfred F. Kelly, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Director Ramon Laguarta | | Mgmt | For | For | For |
| | 6 | Elect Director Teri L. List | | Mgmt | For | For | For |
| | 7 | Elect Director John F. Lundgren | | Mgmt | For | For | For |
| | 8 | Elect Director Denise M. Morrison | | Mgmt | For | For | For |
| | 9 | Elect Director Linda J. Rendle | | Mgmt | For | For | For |
| | 10 | Elect Director Maynard G. Webb, Jr. | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Require Independent Board Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Vistra Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VST | CUSIP 92840M102 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Scott B. Helm | | Mgmt | For | For | For |
| | 2 | Elect Hilary E. Ackermann | | Mgmt | For | For | For |
| | 3 | Elect Arcilia C. Acosta | | Mgmt | For | For | For |
| | 4 | Elect Gavin R. Baiera | | Mgmt | For | For | For |
| | 5 | Elect Paul M. Barbas | | Mgmt | For | For | For |
| | 6 | Elect James A. Burke | | Mgmt | For | For | For |
| | 7 | Elect Lisa Crutchfield | | Mgmt | For | For | For |
| | 8 | Elect Brian K. Ferraioli | | Mgmt | For | For | For |
| | 9 | Elect Jeff D. Hunter | | Mgmt | For | For | For |
| | 10 | Elect Julie Lagacy | | Mgmt | For | For | For |
| | 11 | Elect John R. Sult | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Vontier Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VNT | CUSIP 928881101 | | 05/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gloria R. Boyland | | Mgmt | For | For | For |
| | 2 | Elect Christopher J. Klein | | Mgmt | For | For | For |
| | 3 | Elect Maryrose T. Sylvester | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Vornado Realty Trust | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VNO | CUSIP 929042109 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Steven Roth | | Mgmt | For | For | For |
| | 1.2 | Elect Candace K. Beinecke | | Mgmt | For | For | For |
| | 1.3 | Elect Michael D. Fascitelli | | Mgmt | For | For | For |
| | 1.4 | Elect Beatrice Bassey | | Mgmt | For | For | For |
| | 1.5 | Elect William W. Helman IV | | Mgmt | For | For | For |
| | 1.6 | Elect David Mandelbaum | | Mgmt | For | For | For |
| | 1.7 | Elect Raymond J. McGuire | | Mgmt | For | For | For |
| | 1.8 | Elect Mandakini Puri | | Mgmt | For | For | For |
| | 1.9 | Elect Daniel R. Tisch | | Mgmt | For | For | For |
| | 1.10 | Elect Russell B. Wight, Jr. | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Approval of the 2023 Omnibus Share Plan | | Mgmt | For | For | For |
|
|
|
| Walmart Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WMT | CUSIP 931142103 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cesar Conde | | Mgmt | For | For | For |
| | 2 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 3 | Elect Sarah J. Friar | | Mgmt | For | For | For |
| | 4 | Elect Carla A. Harris | | Mgmt | For | For | For |
| | 5 | Elect Thomas W. Horton | | Mgmt | For | For | For |
| | 6 | Elect Marissa A. Mayer | | Mgmt | For | For | For |
| | 7 | Elect C. Douglas McMillon | | Mgmt | For | For | For |
| | 8 | Elect Gregory B. Penner | | Mgmt | For | For | For |
| | 9 | Elect Randall L. Stephenson | | Mgmt | For | For | For |
| | 10 | Elect S. Robson Walton | | Mgmt | For | For | For |
| | 11 | Elect Steuart L. Walton | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | | ShrHoldr | Against | Against | For |
|
|
|
| Warby Parker Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WRBY | CUSIP 93403J106 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Dave Gilboa | | Mgmt | For | For | For |
| | 1.2 | Elect Youngme E. Moon | | Mgmt | For | For | For |
| | 1.3 | Elect Ronald A. Williams | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Zoetis Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ZTS | CUSIP 98978V103 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Paul M. Bisaro | | Mgmt | For | For | For |
| | 2 | Elect Vanessa Broadhurst | | Mgmt | For | For | For |
| | 3 | Elect Frank A. D'Amelio | | Mgmt | For | For | For |
| | 4 | Elect Michael B. McCallister | | Mgmt | For | For | For |
| | 5 | Elect Gregory Norden | | Mgmt | For | For | For |
| | 6 | Elect Louise M. Parent | | Mgmt | For | For | For |
| | 7 | Elect Kristin C. Peck | | Mgmt | For | For | For |
| | 8 | Elect Robert W. Scully | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Amendment Regarding Ownership Threshold for Shareholders to Call a Special Meeting | | Mgmt | For | For | For |
| | 12 | Shareholder Proposal Regarding Right to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | | | | | | | |
| Registrant : | Putnam Investment Funds | | | |
| Fund Name : | Putnam Small Cap Value Fund | | | |
|
|
|
| a.k.a. Brands Holding Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AKA | CUSIP 00152K101 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Simon Beard | | Mgmt | For | Withhold | Against |
| | 2 | Elect Wesley Bryett | | Mgmt | For | Withhold | Against |
| | 3 | Elect Sourav Ghosh | | Mgmt | For | Withhold | Against |
| | 4 | Elect Kelly A. Thompson | | Mgmt | For | Withhold | Against |
| | 5 | Amendment to the 2021 Omnibus Incentive Plan | | Mgmt | For | Against | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Acadia Healthcare Company, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ACHC | CUSIP 00404A109 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael J. Fucci | | Mgmt | For | For | For |
| | 2 | Elect Wade D. Miquelon | | Mgmt | For | For | For |
| | 3 | Amendment to the Incentive Compensation Plan | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Acco Brands Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ACCO | CUSIP 00081T108 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Joseph B. Burton | | Mgmt | For | For | For |
| | 2 | Elect Kathleen S. Dvorak | | Mgmt | For | For | For |
| | 3 | Elect Boris Elisman | | Mgmt | For | For | For |
| | 4 | Elect Pradeep Jotwani | | Mgmt | For | For | For |
| | 5 | Elect Robert J. Keller | | Mgmt | For | For | For |
| | 6 | Elect Thomas Kroeger | | Mgmt | For | For | For |
| | 7 | Elect Ronald M. Lombardi | | Mgmt | For | For | For |
| | 8 | Elect Graciela Monteagudo | | Mgmt | For | Against | Against |
| | 9 | Elect E. Mark Rajkowski | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Amendment to the 2022 Incentive Plan | | Mgmt | For | Against | Against |
|
|
|
| Alamos Gold Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AGI | CUSIP 011532108 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Elaine Ellingham | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect David Fleck | | Mgmt | For | For | For |
| | 1.3 | Elect David Gower | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Claire Kennedy | | Mgmt | For | For | For |
| | 1.5 | Elect John A. McCluskey | | Mgmt | For | For | For |
| | 1.6 | Elect Monique Mercier | | Mgmt | For | For | For |
| | 1.7 | Elect Paul J. Murphy | | Mgmt | For | For | For |
| | 1.8 | Elect J. Robert S. Prichard | | Mgmt | For | For | For |
| | 1.9 | Elect Shaun A. Usmar | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Algonquin Power & Utilities Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AQN | CUSIP 015857105 | | 06/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Appointment of Auditor | | Mgmt | For | For | For |
| | 2 | Elect Arun Banskota | | Mgmt | For | For | For |
| | 3 | Elect Melissa S. Barnes | | Mgmt | For | For | For |
| | 4 | Elect Amee Chande | | Mgmt | For | For | For |
| | 5 | Elect Daniel Goldberg | | Mgmt | For | For | For |
| | 6 | Elect Christopher Huskilson | | Mgmt | For | For | For |
| | 7 | Elect D. Randy Laney | | Mgmt | For | For | For |
| | 8 | Elect Kenneth Moore | | Mgmt | For | For | For |
| | 9 | Elect Masheed Saidi | | Mgmt | For | For | For |
| | 10 | Elect Dilek Samil | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Alpine Income Property Trust, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PINE | CUSIP 02083X103 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John P. Albright | | Mgmt | For | Against | Against |
| | 2 | Elect Mark O. Decker, Jr. | | Mgmt | For | Against | Against |
| | 3 | Elect Rachel Elias Wein | | Mgmt | For | Against | Against |
| | 4 | Elect M. Carson Good | | Mgmt | For | Against | Against |
| | 5 | Elect Andrew C. Richardson | | Mgmt | For | Against | Against |
| | 6 | Elect Jeffrey S. Yarckin | | Mgmt | For | Against | Against |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Ameris Bancorp | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABCB | CUSIP 03076K108 | | 06/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William I. Bowen, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Rodney D. Bullard | | Mgmt | For | For | For |
| | 3 | Elect Wm. Millard Choate | | Mgmt | For | For | For |
| | 4 | Elect R. Dale Ezzell | | Mgmt | For | For | For |
| | 5 | Elect Leo J. Hill | | Mgmt | For | For | For |
| | 6 | Elect Daniel B. Jeter | | Mgmt | For | For | For |
| | 7 | Elect Robert P. Lynch | | Mgmt | For | For | For |
| | 8 | Elect Elizabeth A. McCague | | Mgmt | For | For | For |
| | 9 | Elect James B. Miller, Jr. | | Mgmt | For | For | For |
| | 10 | Elect Gloria A. O'Neal | | Mgmt | For | For | For |
| | 11 | Elect H. Palmer Proctor, Jr. | | Mgmt | For | For | For |
| | 12 | Elect William H. Stern | | Mgmt | For | For | For |
| | 13 | Elect Jimmy D. Veal | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| APi Group Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | APG | CUSIP 00187Y100 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Martin E. Franklin | | Mgmt | For | Against | Against |
| | 2 | Elect James E. Lillie | | Mgmt | For | For | For |
| | 3 | Elect Ian G.H. Ashken | | Mgmt | For | For | For |
| | 4 | Elect Russell A. Becker | | Mgmt | For | For | For |
| | 5 | Elect David S. Blitzer | | Mgmt | For | For | For |
| | 6 | Elect Paula D. Loop | | Mgmt | For | For | For |
| | 7 | Elect Anthony E. Malkin | | Mgmt | For | For | For |
| | 8 | Elect Thomas V. Milroy | | Mgmt | For | For | For |
| | 9 | Elect Cyrus D. Walker | | Mgmt | For | For | For |
| | 10 | Elect Carrie A. Wheeler | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Apple Hospitality REIT, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | APLE | CUSIP 03784Y200 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Glenn W. Bunting | | Mgmt | For | For | For |
| | 1.2 | Elect Jon A. Fosheim | | Mgmt | For | For | For |
| | 1.3 | Elect Kristian M. Gathright | | Mgmt | For | For | For |
| | 1.4 | Elect Carolyn B. Handlon | | Mgmt | For | For | For |
| | 1.5 | Elect Glade M. Knight | | Mgmt | For | For | For |
| | 1.6 | Elect Justin G. Knight | | Mgmt | For | For | For |
| | 1.7 | Elect Blythe J. McGarvie | | Mgmt | For | For | For |
| | 1.8 | Elect L. Hugh Redd | | Mgmt | For | For | For |
| | 1.9 | Elect Howard E. Woolley | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Aveanna Healthcare Holdings Inc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AVAH | CUSIP 05356F105 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Rodney D. Windley | | Mgmt | For | Withhold | Against |
| | 2 | Elect Christopher R. Gordon | | Mgmt | For | Withhold | Against |
| | 3 | Elect Steve E. Rodgers | | Mgmt | For | Withhold | Against |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Reverse Stock Split | | Mgmt | For | For | For |
|
|
|
| Aviat Networks, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AVNW | CINS 05366Y201 | | 11/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director John Mutch | | Mgmt | For | For | For |
| | 4 | Elect Director Bryan Ingram | | Mgmt | For | For | For |
| | 5 | Elect Director Michele Klein | | Mgmt | For | Against | Against |
| | 6 | Elect Director Peter A. Smith | | Mgmt | For | For | For |
| | 7 | Elect Director James C. Stoffel | | Mgmt | For | For | For |
| | 8 | Elect Director Bruce Taten | | Mgmt | For | For | For |
|
|
|
| Bridgewater Bancshares, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BWB | CUSIP 108621103 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect David B. Juran | | Mgmt | For | For | For |
| | 1.2 | Elect Thomas P. Trutna | | Mgmt | For | For | For |
| | 1.3 | Elect Todd B. Urness | | Mgmt | For | For | For |
| | 2 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 3 | Change in Board Size | | Mgmt | For | For | For |
| | 4 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Brigham Minerals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MNRL | CINS 10918L103 | | 12/28/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Merger Agreement | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Golden Parachutes | | Mgmt | For | For | For |
|
|
|
| Brookdale Senior Living Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BKD | CUSIP 112463104 | | 06/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jordan R. Asher | | Mgmt | For | For | For |
| | 2 | Elect Lucinda M. Baier | | Mgmt | For | For | For |
| | 3 | Elect Marcus E. Bromley | | Mgmt | For | For | For |
| | 4 | Elect Frank M. Bumstead | | Mgmt | For | For | For |
| | 5 | Elect Victoria L. Freed | | Mgmt | For | For | For |
| | 6 | Elect Guy P. Sansone | | Mgmt | For | For | For |
| | 7 | Elect Denise W. Warren | | Mgmt | For | For | For |
| | 8 | Elect Lee S. Wielansky | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Celestica Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CLS | CUSIP 15101Q108 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Robert A. Cascella | | Mgmt | For | For | For |
| | 1.2 | Elect Deepak Chopra | | Mgmt | For | For | For |
| | 1.3 | Elect Francoise Colpron | | Mgmt | For | For | For |
| | 1.4 | Elect Daniel P. DiMaggio | | Mgmt | For | For | For |
| | 1.5 | Elect Jill Kale | | Mgmt | For | For | For |
| | 1.6 | Elect Laurette T. Koellner | | Mgmt | For | For | For |
| | 1.7 | Elect Robert A. Mionis | | Mgmt | For | For | For |
| | 1.8 | Elect Luis A. Muller | | Mgmt | For | For | For |
| | 1.9 | Elect Tawfiq Popatia | | Mgmt | For | For | For |
| | 1.10 | Elect Michael M. Wilson | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor | | Mgmt | For | For | For |
| | 3 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Chart Industries, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GTLS | CUSIP 16115Q308 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jillian C. Evanko | | Mgmt | For | For | For |
| | 2 | Elect Andrew R. Cichocki | | Mgmt | For | For | For |
| | 3 | Elect Paula M. Harris | | Mgmt | For | For | For |
| | 4 | Elect Linda A. Harty | | Mgmt | For | For | For |
| | 5 | Elect Paul E. Mahoney | | Mgmt | For | For | For |
| | 6 | Elect Singleton B. McAllister | | Mgmt | For | For | For |
| | 7 | Elect Michael L. Molinini | | Mgmt | For | For | For |
| | 8 | Elect David M. Sagehorn | | Mgmt | For | For | For |
| | 9 | Elect Spencer S. Stiles | | Mgmt | For | For | For |
| | 10 | Elect Roger A. Strauch | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Chinook Therapeutics, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KDNY | CUSIP 16961L106 | | 06/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Michelle R. Griffin | | Mgmt | For | For | For |
| | 1.2 | Elect Eric L. Dobmeier | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Amendment to Certificate of Incorporation Regarding Officer Exculpation | | Mgmt | For | For | For |
| | 5 | Amendment to the 2015 Equity Incentive Plan | | Mgmt | For | Against | Against |
|
|
|
| Clarus Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CLAR | CUSIP 18270P109 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Warren B. Kanders | | Mgmt | For | For | For |
| | 1.2 | Elect Donald L. House | | Mgmt | For | For | For |
| | 1.3 | Elect Nicholas Sokolow | | Mgmt | For | For | For |
| | 1.4 | Elect Michael A. Henning | | Mgmt | For | For | For |
| | 1.5 | Elect Susan Ottmann | | Mgmt | For | For | For |
| | 1.6 | Elect James E. Walker III | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| CNX Resources Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CNX | CUSIP 12653C108 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert O. Agbede | | Mgmt | For | For | For |
| | 2 | Elect J. Palmer Clarkson | | Mgmt | For | For | For |
| | 3 | Elect Nicholas J. Deluliis | | Mgmt | For | For | For |
| | 4 | Elect Maureen Lally-Green | | Mgmt | For | Against | Against |
| | 5 | Elect Bernard Lanigan, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Ian McGuire | | Mgmt | For | For | For |
| | 7 | Elect William N. Thorndike, Jr. | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | | ShrHoldr | Against | Against | For |
|
|
|
| Coastal Financial Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CCB | CUSIP 19046P209 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Rilla R. Delorier | | Mgmt | For | For | For |
| | 2 | Elect Michael R. Patterson | | Mgmt | For | For | For |
| | 3 | Elect Gregory A. Tisdel | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Commercial Metals Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMC | CUSIP 201723103 | | 01/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director Peter R. Matt | | Mgmt | For | For | For |
| | 1.2 | Elect Director Sarah E. Raiss | | Mgmt | For | For | For |
| | 2 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| ConnectOne Bancorp, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CNOB | CUSIP 20786W107 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Frank Sorrentino III | | Mgmt | For | For | For |
| | 1.2 | Elect Stephen Boswell | | Mgmt | For | For | For |
| | 1.3 | Elect Frank W. Baier | | Mgmt | For | For | For |
| | 1.4 | Elect Frank Huttle III | | Mgmt | For | For | For |
| | 1.5 | Elect Michael Kempner | | Mgmt | For | For | For |
| | 1.6 | Elect Elizabeth Magennis | | Mgmt | For | For | For |
| | 1.7 | Elect Nicholas Minoia | | Mgmt | For | For | For |
| | 1.8 | Elect Anson M. Moise | | Mgmt | For | For | For |
| | 1.9 | Elect Katherin Nukk-Freeman | | Mgmt | For | For | For |
| | 1.10 | Elect Daniel E. Rifkin | | Mgmt | For | For | For |
| | 1.11 | Elect Mark Sokolich | | Mgmt | For | For | For |
| | 1.12 | Elect William A. Thompson | | Mgmt | For | For | For |
| | 2 | Amendment to the 2017 Equity Compensation Plan | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Crossfirst Bankshares, Inc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CFB | CUSIP 22766M109 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Rod K Brenneman | | Mgmt | For | For | For |
| | 1.2 | Elect George Bruce | | Mgmt | For | For | For |
| | 1.3 | Elect Jennifer Grigsby | | Mgmt | For | For | For |
| | 1.4 | Elect Mason King | | Mgmt | For | For | For |
| | 1.5 | Elect James Kuykendall | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Custom Truck One Source, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CTOS | CUSIP 23204X103 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Paul T. Bader | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Rahman D'Argenio | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Mark D. Ein | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect David Glatt | | Mgmt | For | Withhold | Against |
| | 2 | Amendments to Reflect Director Voting Rights Consistent with the Stockholders' Agreement | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Dave & Buster's Entertainment, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PLAY | CUSIP 238337109 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James P. Chambers | | Mgmt | For | For | For |
| | 2 | Elect Hamish A. Dodds | | Mgmt | For | For | For |
| | 3 | Elect Michael J. Griffith | | Mgmt | For | For | For |
| | 4 | Elect Gail Mandel | | Mgmt | For | For | For |
| | 5 | Elect Chris Morris | | Mgmt | For | For | For |
| | 6 | Elect Atish Shah | | Mgmt | For | For | For |
| | 7 | Elect Kevin M. Sheehan | | Mgmt | For | For | For |
| | 8 | Elect Jennifer Storms | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Deluxe Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DLX | CUSIP 248019101 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect William C. Cobb | | Mgmt | For | For | For |
| | 1.2 | Elect Paul R. Garcia | | Mgmt | For | For | For |
| | 1.3 | Elect Cheryl Mayberry McKissack | | Mgmt | For | For | For |
| | 1.4 | Elect Barry C. McCarthy | | Mgmt | For | For | For |
| | 1.5 | Elect Don J. McGrath | | Mgmt | For | For | For |
| | 1.6 | Elect Thomas J. Reddin | | Mgmt | For | For | For |
| | 1.7 | Elect Martyn R. Redgrave | | Mgmt | For | For | For |
| | 1.8 | Elect John L. Stauch | | Mgmt | For | For | For |
| | 1.9 | Elect Telisa L. Yancy | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Amendment to the 2022 Stock Incentive Plan | | Mgmt | For | Against | Against |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Diamond Offshore Drilling, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DO | CUSIP 25271C201 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Patrice Douglas | | Mgmt | For | For | For |
| | 2 | Elect Neal P. Goldman | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Repeal of Classified Board | | Mgmt | For | For | For |
|
|
|
| EPR Properties | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EPR | CUSIP 26884U109 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter C. Brown | | Mgmt | For | For | For |
| | 2 | Elect John P. Case III | | Mgmt | For | For | For |
| | 3 | Elect James B. Connor | | Mgmt | For | Against | Against |
| | 4 | Elect Virginia E. Shanks | | Mgmt | For | For | For |
| | 5 | Elect Gregory K. Silvers | | Mgmt | For | For | For |
| | 6 | Elect Robin P. Sterneck | | Mgmt | For | For | For |
| | 7 | Elect Lisa G. Trimberger | | Mgmt | For | For | For |
| | 8 | Elect Caixia Ziegler | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Equity Bancshares, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EQBK | CUSIP 29460X109 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Leon H. Borck | | Mgmt | For | For | For |
| | 2 | Elect Gregory L. Gaeddert | | Mgmt | For | For | For |
| | 3 | Elect Benjamen M. Hutton | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Everi Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EVRI | CUSIP 30034T103 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Linster W. Fox | | Mgmt | For | For | For |
| | 1.2 | Elect Maureen T. Mullarkey | | Mgmt | For | For | For |
| | 1.3 | Elect Secil Tabli Watson | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Federal Signal Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FSS | CUSIP 313855108 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Eugene J. Lowe, III | | Mgmt | For | For | For |
| | 1.2 | Elect Dennis J. Martin | | Mgmt | For | For | For |
| | 1.3 | Elect William F. Owens | | Mgmt | For | For | For |
| | 1.4 | Elect Shashank Patel | | Mgmt | For | For | For |
| | 1.5 | Elect Brenda L. Reichelderfer | | Mgmt | For | For | For |
| | 1.6 | Elect Jennifer L. Sherman | | Mgmt | For | For | For |
| | 1.7 | Elect John L. Workman | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| First Foundation Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FFWM | CUSIP 32026V104 | | 06/27/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ulrich E. Keller, Jr. | | Mgmt | For | TNA | N/A |
| | 2 | Elect Scott Kavanaugh | | Mgmt | For | TNA | N/A |
| | 3 | Elect Max A. Briggs | | Mgmt | For | TNA | N/A |
| | 4 | Elect John Hakopian | | Mgmt | For | TNA | N/A |
| | 5 | Elect David Lake | | Mgmt | For | TNA | N/A |
| | 6 | Elect Elizabeth A. Pagliarini | | Mgmt | For | TNA | N/A |
| | 7 | Elect Mitchell M. Rosenberg | | Mgmt | For | TNA | N/A |
| | 8 | Elect Diane M. Rubin | | Mgmt | For | TNA | N/A |
| | 9 | Elect Jacob Sonenshine | | Mgmt | For | TNA | N/A |
| | 10 | Elect Gabriel V. Vazquez | | Mgmt | For | TNA | N/A |
| | 11 | Elect Allison Ball (Dissident Nominee) | | ShrHoldr | For | TNA | N/A |
| | 12 | Ratification of Auditor | | Mgmt | For | TNA | N/A |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | TNA | N/A |
|
|
|
| First Foundation Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FFWM | CUSIP 32026V104 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Dissident Nominee Allison Ball | | ShrHoldr | N/A | For | N/A |
| | 2 | Elect Management Nominee Max A. Briggs | | ShrHoldr | N/A | For | N/A |
| | 3 | Elect Management Nominee Scott Kavanaugh | | ShrHoldr | N/A | For | N/A |
| | 4 | Elect Management Nominee Ulrich E. Keller, Jr. | | ShrHoldr | N/A | For | N/A |
| | 5 | Elect Management Nominee David Lake | | ShrHoldr | N/A | For | N/A |
| | 6 | Elect Management Nominee Elizabeth A. Pagliarini | | ShrHoldr | N/A | For | N/A |
| | 7 | Elect Management Nominee Mitchell M. Rosenberg | | ShrHoldr | N/A | For | N/A |
| | 8 | Elect Management Nominee Diane M. Rubin | | ShrHoldr | N/A | For | N/A |
| | 9 | Elect Management Nominee Jacob Sonenshine | | ShrHoldr | N/A | For | N/A |
| | 10 | Elect Management Nominee Gabriel V. Vazquez | | ShrHoldr | N/A | For | N/A |
| | 11 | Elect Management Nominee John Hakopian | | ShrHoldr | N/A | Withhold | N/A |
| | 12 | Ratification of Auditor | | Mgmt | N/A | For | N/A |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | N/A | For | N/A |
|
|
|
| Five Star Bancorp | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FSBC | CUSIP 33830T103 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Larry E. Allbaugh | | Mgmt | For | For | For |
| | 2 | Elect James E. Beckwith | | Mgmt | For | For | For |
| | 3 | Elect Shannon Deary-Bell | | Mgmt | For | For | For |
| | 4 | Elect Warren P. Kashiwagi | | Mgmt | For | For | For |
| | 5 | Elect Donna L. Lucas | | Mgmt | For | For | For |
| | 6 | Elect David F. Nickum | | Mgmt | For | For | For |
| | 7 | Elect Robert T. Perry-Smith | | Mgmt | For | For | For |
| | 8 | Elect Kevin F. Ramos | | Mgmt | For | For | For |
| | 9 | Elect Randall E. Reynoso | | Mgmt | For | For | For |
| | 10 | Elect Judson T. Riggs | | Mgmt | For | For | For |
| | 11 | Elect Leigh A. White | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Granite Construction Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GVA | CUSIP 387328107 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David C. Darnell | | Mgmt | For | For | For |
| | 2 | Elect Kyle T. Larkin | | Mgmt | For | For | For |
| | 3 | Elect Celeste Beeks Mastin | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 6 | Amendment to Articles to Limit the Liability of Certain Officers | | Mgmt | For | For | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Graphic Packaging Holding Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GPK | CUSIP 388689101 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Michael P. Doss | | Mgmt | For | For | For |
| | 1.2 | Elect Dean A. Scarborough | | Mgmt | For | For | For |
| | 1.3 | Elect Larry M. Venturelli | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Haynes International, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HAYN | CUSIP 420877201 | | 02/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Donald C. Campion | | Mgmt | For | For | For |
| | 2 | Elect Director Robert H. Getz | | Mgmt | For | For | For |
| | 3 | Elect Director Dawne S. Hickton | | Mgmt | For | For | For |
| | 4 | Elect Director Michael L. Shor | | Mgmt | For | For | For |
| | 5 | Elect Director Larry O. Spencer | | Mgmt | For | For | For |
| | 6 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 7 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 8 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Heritage Insurance Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HRTG | CUSIP 42727J102 | | 06/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ernie Garateix | | Mgmt | For | For | For |
| | 2 | Elect Richard Widdicombe | | Mgmt | For | For | For |
| | 3 | Elect Panagiotis (Pete) Apostolou | | Mgmt | For | For | For |
| | 4 | Elect Irini Barlas | | Mgmt | For | For | For |
| | 5 | Elect Mark Berset | | Mgmt | For | For | For |
| | 6 | Elect Nicholas Pappas | | Mgmt | For | Withhold | Against |
| | 7 | Elect Joseph Vattamattam | | Mgmt | For | For | For |
| | 8 | Elect Vijay Walvekar | | Mgmt | For | For | For |
| | 9 | Elect Paul L. Whiting | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Approval of the 2023 Omnibus Incentive Plan | | Mgmt | For | Against | Against |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
|
|
|
| Hillenbrand, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HI | CUSIP 431571108 | | 02/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director Daniel C. Hillenbrand | | Mgmt | For | For | For |
| | 1.2 | Elect Director Neil S. Novich | | Mgmt | For | For | For |
| | 1.3 | Elect Director Kimberly K. Ryan | | Mgmt | For | For | For |
| | 1.4 | Elect Director Inderpreet Sawhney | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| Horace Mann Educators Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HMN | CUSIP 440327104 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas A. Bradley | | Mgmt | For | For | For |
| | 2 | Elect Victor P. Fetter | | Mgmt | For | For | For |
| | 3 | Elect Perry G. Hines | | Mgmt | For | For | For |
| | 4 | Elect Mark E. Konen | | Mgmt | For | For | For |
| | 5 | Elect Beverley J. McClure | | Mgmt | For | For | For |
| | 6 | Elect H. Wade Reece | | Mgmt | For | For | For |
| | 7 | Elect Aaliyah A. Samuel | | Mgmt | For | For | For |
| | 8 | Elect Elaine A. Sarsysnki | | Mgmt | For | For | For |
| | 9 | Elect Marita Zuraitis | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Hostess Brands, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TWNK | CUSIP 44109J106 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Jerry D. Kaminski | | Mgmt | For | For | For |
| | 1.2 | Elect Andrew P. Callahan | | Mgmt | For | For | For |
| | 1.3 | Elect Olu Fajemirokun Beck | | Mgmt | For | For | For |
| | 1.4 | Elect Laurence Bodner | | Mgmt | For | For | For |
| | 1.5 | Elect Gretchen R. Crist | | Mgmt | For | For | For |
| | 1.6 | Elect Rachel P. Cullen | | Mgmt | For | For | For |
| | 1.7 | Elect Hugh G. Dineen | | Mgmt | For | For | For |
| | 1.8 | Elect Ioannis Skoufalos | | Mgmt | For | For | For |
| | 1.9 | Elect Craig D. Steeneck | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| IBEX Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IBEX | ISIN BMG4690M1010 | | 03/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports for Fiscal Year 2022 | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor | | Mgmt | For | For | For |
| | 3 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 4 | Board Size | | Mgmt | For | For | For |
| | 5 | Authority to Fill Director Vacancies | | Mgmt | For | For | For |
| | 6 | Authority to Appoint Alternate Directors | | Mgmt | For | For | For |
| | 7.1 | Elect Mohammed Khaishgi | | Mgmt | For | Withhold | Against |
| | 7.2 | Elect Shuja Keen | | Mgmt | For | Withhold | Against |
| | 7.3 | Elect John Leone | | Mgmt | For | Withhold | Against |
| | 8 | Directors' Fees | | Mgmt | For | Against | Against |
| | 9 | Ratification of Board Acts | | Mgmt | For | For | For |
|
|
|
| ICF International, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ICFI | CUSIP 44925C103 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marilyn Crouther | | Mgmt | For | For | For |
| | 2 | Elect Michael J. Van Handel | | Mgmt | For | For | For |
| | 3 | Elect Michelle A. Williams | | Mgmt | For | For | For |
| | 4 | Amendment to the 2018 Omnibus Incentive Plan | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Amendment to Articles to Limit the Liability of Certain Officers | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Immunogen, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IMGN | CUSIP 45253H101 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Board Size | | Mgmt | For | For | For |
| | 2.1 | Elect Stuart A. Arbuckle | | Mgmt | For | For | For |
| | 2.2 | Elect Mark J. Enyedy | | Mgmt | For | For | For |
| | 2.3 | Elect Mark A. Goldberg | | Mgmt | For | For | For |
| | 2.4 | Elect Tracey L. McCain | | Mgmt | For | For | For |
| | 2.5 | Elect Stephen C. McCluski | | Mgmt | For | For | For |
| | 2.6 | Elect Dean J. Mitchell | | Mgmt | For | Withhold | Against |
| | 2.7 | Elect Kristine Peterson | | Mgmt | For | For | For |
| | 2.8 | Elect Helen M. Thackray | | Mgmt | For | For | For |
| | 2.9 | Elect Richard J. Wallace | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| International Seaways, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INSW | CUSIP Y41053102 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Douglas D. Wheat | | Mgmt | For | For | For |
| | 1.2 | Elect Timothy J. Bernlohr | | Mgmt | For | For | For |
| | 1.3 | Elect Ian T. Blackley | | Mgmt | For | For | For |
| | 1.4 | Elect Alexandra Kate Blankenship | | Mgmt | For | For | For |
| | 1.5 | Elect Randee E. Day | | Mgmt | For | For | For |
| | 1.6 | Elect David I. Greenberg | | Mgmt | For | For | For |
| | 1.7 | Elect Joseph I. Kronsberg | | Mgmt | For | For | For |
| | 1.8 | Elect Nadim Z. Qureshi | | Mgmt | For | For | For |
| | 1.9 | Elect Craig H. Stevenson, Jr. | | Mgmt | For | Withhold | Against |
| | 1.10 | Elect Lois K. Zabrocky | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Amendment to Shareholder Rights Agreement | | Mgmt | For | For | For |
|
|
|
| Jabil Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JBL | CUSIP 466313103 | | 01/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Anousheh Ansari | | Mgmt | For | For | For |
| | 2 | Elect Director Christopher S. Holland | | Mgmt | For | For | For |
| | 3 | Elect Director Mark T. Mondello | | Mgmt | For | For | For |
| | 4 | Elect Director John C. Plant | | Mgmt | For | For | For |
| | 5 | Elect Director Steven A. Raymund | | Mgmt | For | For | For |
| | 6 | Elect Director Thomas A. Sansone | | Mgmt | For | For | For |
| | 7 | Elect Director David M. Stout | | Mgmt | For | For | For |
| | 8 | Elect Director Kathleen A. Walters | | Mgmt | For | For | For |
| | 9 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| Kemper Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KMPR | CUSIP 488401100 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Teresa A. Canida | | Mgmt | For | For | For |
| | 2 | Elect George N. Cochran | | Mgmt | For | For | For |
| | 3 | Elect Kathleen M. Cronin | | Mgmt | For | For | For |
| | 4 | Elect Jason N. Gorevic | | Mgmt | For | For | For |
| | 5 | Elect Lacy M. Johnson | | Mgmt | For | For | For |
| | 6 | Elect Joseph P. Lacher, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Gerald Laderman | | Mgmt | For | For | For |
| | 8 | Elect Alberto J. Paracchini | | Mgmt | For | For | For |
| | 9 | Elect Stuart B. Parker | | Mgmt | For | For | For |
| | 10 | Elect Christopher B. Sarofim | | Mgmt | For | For | For |
| | 11 | Elect Susan D. Whiting | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Approval of the 2023 Omnibus Plan | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Ladder Capital Corp | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LADR | CUSIP 505743104 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Brian Harris | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Mark Alexander | | Mgmt | For | Withhold | Against |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Approval of the 2023 Omnibus Incentive Plan | | Mgmt | For | Against | Against |
| | 4 | Amendment to Articles to Reflect New Delaware Law Provisions Regarding Officer Exculpation | | Mgmt | For | For | For |
|
|
|
| Lakeland Bancorp, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LBAI | CUSIP 511637100 | | 02/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Merger Agreement | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Golden Parachutes | | Mgmt | For | For | For |
| | 3 | Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Lantheus Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LNTH | CUSIP 516544103 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Minnie Baylor-Henry | | Mgmt | For | For | For |
| | 2 | Elect Heinz Mausli | | Mgmt | For | For | For |
| | 3 | Elect Julie H. McHugh | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Levi Strauss & Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LEVI | ISIN US52736R1023 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jill Beraud | | Mgmt | For | For | For |
| | 2 | Elect Spencer C. Fleischer | | Mgmt | For | For | For |
| | 3 | Elect Christopher J. McCormick | | Mgmt | For | For | For |
| | 4 | Elect Elliott Rodgers | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Lions Gate Entertainment Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LGF.A | CINS 535919401 | | 09/13/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual/Special | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director Michael Burns | | Mgmt | For | For | For |
| | 4 | Elect Director Mignon L. Clyburn | | Mgmt | For | For | For |
| | 5 | Elect Director Gordon Crawford | | Mgmt | For | For | For |
| | 6 | Elect Director Jon Feltheimer | | Mgmt | For | For | For |
| | 7 | Elect Director Emily Fine | | Mgmt | For | For | For |
| | 8 | Elect Director Michael T. Fries | | Mgmt | For | Withhold | Against |
| | 9 | Elect Director Susan McCaw | | Mgmt | For | For | For |
| | 10 | Elect Director Yvette Ostolaza | | Mgmt | For | For | For |
| | 11 | Elect Director Mark H. Rachesky | | Mgmt | For | For | For |
| | 12 | Elect Director Daryl Simm | | Mgmt | For | For | For |
| | 13 | Elect Director Hardwick Simmons | | Mgmt | For | For | For |
| | 14 | Elect Director Harry E. Sloan | | Mgmt | For | Withhold | Against |
|
|
|
| LSI Industries Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LYTS | CINS 50216C108 | | 11/01/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Robert P. Beech | | Mgmt | For | For | For |
| | 2 | Elect Director Ronald D. Brown | | Mgmt | For | For | For |
| | 3 | Elect Director James A. Clark | | Mgmt | For | For | For |
| | 4 | Elect Director Amy L. Hanson | | Mgmt | For | For | For |
| | 5 | Elect Director Chantel E. Lenard | | Mgmt | For | For | For |
| | 6 | Elect Director Ernest W. Marshall, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Director Wilfred T. O'Gara | | Mgmt | For | For | For |
| | 8 | Ratify Grant Thornton LLP as Auditors | | Mgmt | For | For | For |
| | 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 10 | Increase Authorized Common Stock | | Mgmt | For | For | For |
| | 11 | Amend Omnibus Stock Plan | | Mgmt | For | Against | Against |
|
|
|
| M/I Homes, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MHO | CUSIP 55305B101 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Phillip G. Creek | | Mgmt | For | For | For |
| | 2 | Elect Nancy J. Kramer | | Mgmt | For | For | For |
| | 3 | Elect Bruce A. Soll | | Mgmt | For | For | For |
| | 4 | Elect Norman L. Traeger | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Magnolia Oil & Gas Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MGY | CUSIP 559663109 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Christopher G. Stavros | | Mgmt | For | For | For |
| | 2 | Elect Arcilia C. Acosta | | Mgmt | For | For | For |
| | 3 | Elect Angela M. Busch | | Mgmt | For | For | For |
| | 4 | Elect Edward P. Djerejian | | Mgmt | For | For | For |
| | 5 | Elect James R. Larson | | Mgmt | For | For | For |
| | 6 | Elect Dan F. Smith | | Mgmt | For | For | For |
| | 7 | Elect John B. Walker | | Mgmt | For | For | For |
| | 8 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Major Drilling Group International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MDI | CINS 560909103 | | 09/08/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote on Executive Compensation Approach | | Mgmt | For | For | For |
| | 2 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 3 | Elect Director Louis-Pierre Gignac | | Mgmt | For | For | For |
| | 4 | Elect Director Kim Keating | | Mgmt | For | For | For |
| | 5 | Elect Director Robert Krcmarov | | Mgmt | For | For | For |
| | 6 | Elect Director Juliana L. Lam | | Mgmt | For | For | For |
| | 7 | Elect Director Denis Larocque | | Mgmt | For | For | For |
| | 8 | Elect Director Janice G. Rennie | | Mgmt | For | For | For |
| | 9 | Elect Director Sybil Veenman | | Mgmt | For | For | For |
| | 10 | Elect Director Jo Mark Zurel | | Mgmt | For | For | For |
|
|
|
| Metropolitan Bank Holding Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MCB | CUSIP 591774104 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Anthony Fabiano | | Mgmt | For | For | For |
| | 2 | Elect Robert Patent | | Mgmt | For | For | For |
| | 3 | Elect Maria Fiorini Ramirez | | Mgmt | For | For | For |
| | 4 | Elect William Reinhardt | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| MFA Financial, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MFA | CUSIP 55272X607 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Laurie S. Goodman | | Mgmt | For | For | For |
| | 2 | Elect Richard C. Wald | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Amendment to the Equity Compensation Plan | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| MRC Global Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MRC | CUSIP 55345K103 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Deborah G. Adams | | Mgmt | For | For | For |
| | 2 | Elect Leonard M. Anthony | | Mgmt | For | For | For |
| | 3 | Elect George J. Damiris | | Mgmt | For | For | For |
| | 4 | Elect Barbara J. Duganier | | Mgmt | For | For | For |
| | 5 | Elect Ronald Louis Jadin | | Mgmt | For | For | For |
| | 6 | Elect Anne McEntee | | Mgmt | For | For | For |
| | 7 | Elect Robert J. Saltiel | | Mgmt | For | For | For |
| | 8 | Elect Robert L. Wood | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Newpark Resources, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NR | CUSIP 651718504 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Matthew S Lanigan | | Mgmt | For | For | For |
| | 2 | Elect Roderick A. Larson | | Mgmt | For | For | For |
| | 3 | Elect Michael A, Lewis | | Mgmt | For | For | For |
| | 4 | Elect Claudia Meer | | Mgmt | For | For | For |
| | 5 | Elect John C. Minge | | Mgmt | For | For | For |
| | 6 | Elect Rose M. Robeson | | Mgmt | For | For | For |
| | 7 | Elect Donald W. Young | | Mgmt | For | For | For |
| | 8 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 9 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Amendment to the 2015 Employee Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 12 | Amendment to the 2014 Non-Employee Directors Restricted Stock Plan | | Mgmt | For | For | For |
| | 13 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| NewtekOne, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NEWT | CUSIP 652526203 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Richard Salute | | Mgmt | For | For | For |
| | 1.2 | Elect Salvatore Mulia | | Mgmt | For | Withhold | Against |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Approval of the 2023 Stock Incentive plan | | Mgmt | For | Against | Against |
| | 5 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Oceaneering International, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OII | CUSIP 675232102 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William B. Berry | | Mgmt | For | For | For |
| | 2 | Elect Jon Erik Reinhardsen | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| OFG Bancorp | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OFG | CUSIP 67103X102 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Julian S. Inclan | | Mgmt | For | For | For |
| | 1.2 | Elect Jose Rafael Fernandez | | Mgmt | For | For | For |
| | 1.3 | Elect Jorge Colon-Gerena | | Mgmt | For | For | For |
| | 1.4 | Elect Nestor de Jesus | | Mgmt | For | For | For |
| | 1.5 | Elect Annette Franqui | | Mgmt | For | For | For |
| | 1.6 | Elect Susan S. Harnett | | Mgmt | For | For | For |
| | 1.7 | Elect Rafael Velez | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Amendment to the 2007 Omnibus Performance Incentive Plan | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Olin Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OLN | CUSIP 680665205 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Beverley A. Babcock | | Mgmt | For | For | For |
| | 2 | Elect C. Robert Bunch | | Mgmt | For | For | For |
| | 3 | Elect Matthew S. Darnall | | Mgmt | For | For | For |
| | 4 | Elect Earl L. Shipp | | Mgmt | For | For | For |
| | 5 | Elect Scott M. Sutton | | Mgmt | For | For | For |
| | 6 | Elect William H. Weideman | | Mgmt | For | For | For |
| | 7 | Elect W. Anthony Will | | Mgmt | For | For | For |
| | 8 | Elect Carol A. Williams | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Option Care Health, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OPCH | CUSIP 68404L201 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect John J. Arlotta | | Mgmt | For | For | For |
| | 1.2 | Elect Elizabeth Q. Betten | | Mgmt | For | For | For |
| | 1.3 | Elect Elizabeth D. Bierbower | | Mgmt | For | For | For |
| | 1.4 | Elect Natasha Deckmann | | Mgmt | For | For | For |
| | 1.5 | Elect David W. Golding | | Mgmt | For | For | For |
| | 1.6 | Elect Harry M. Jansen Kraemer, Jr. | | Mgmt | For | For | For |
| | 1.7 | Elect R. Carter Pate | | Mgmt | For | For | For |
| | 1.8 | Elect John C. Rademacher | | Mgmt | For | For | For |
| | 1.9 | Elect Nitin Sahney | | Mgmt | For | For | For |
| | 1.10 | Elect Timothy Sullivan | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Origin Bancorp, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OBNK | CUSIP 68621T102 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Daniel Chu | | Mgmt | For | For | For |
| | 2 | Elect James S. D'Agostino | | Mgmt | For | For | For |
| | 3 | Elect James Davison, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Jay Dyer | | Mgmt | For | For | For |
| | 5 | Elect A. LaVerne Edney | | Mgmt | For | For | For |
| | 6 | Elect Meryl Farr | | Mgmt | For | For | For |
| | 7 | Elect Richard Gallot | | Mgmt | For | For | For |
| | 8 | Elect Stacey Goff | | Mgmt | For | For | For |
| | 9 | Elect Michael Jones | | Mgmt | For | For | For |
| | 10 | Elect Gary Luffey | | Mgmt | For | For | For |
| | 11 | Elect Farrell Malone | | Mgmt | For | For | For |
| | 12 | Elect Drake Mills | | Mgmt | For | For | For |
| | 13 | Elect Lori Sirman | | Mgmt | For | For | For |
| | 14 | Elect Elizabeth Solender | | Mgmt | For | For | For |
| | 15 | Elect Steven Taylor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Peapack-Gladstone Financial Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PGC | CUSIP 704699107 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Carmen M. Bowser | | Mgmt | For | For | For |
| | 2 | Elect Susan A. Cole | | Mgmt | For | For | For |
| | 3 | Elect Anthony J. Consi, II | | Mgmt | For | For | For |
| | 4 | Elect Richard Daingerfield | | Mgmt | For | For | For |
| | 5 | Elect Edward A. Gramigna, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Peter D. Horst | | Mgmt | For | For | For |
| | 7 | Elect Steven Kass | | Mgmt | For | For | For |
| | 8 | Elect Douglas L. Kennedy | | Mgmt | For | For | For |
| | 9 | Elect F. Duffield Meyercord | | Mgmt | For | For | For |
| | 10 | Elect Patrick J. Mullen | | Mgmt | For | For | For |
| | 11 | Elect Philip W. Smith, III | | Mgmt | For | For | For |
| | 12 | Elect Tony Spinelli | | Mgmt | For | For | For |
| | 13 | Elect Beth Welsh | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Amendment to the 2021 Long-Term Incentive Plan | | Mgmt | For | Against | Against |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| PENN Entertainment, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PENN | CUSIP 707569109 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Vilma Black-Gupta | | Mgmt | For | For | For |
| | 1.2 | Elect Marla Kaplowitz | | Mgmt | For | For | For |
| | 1.3 | Elect Jane Scaccetti | | Mgmt | For | For | For |
| | 1.4 | Elect Jay A. Snowden | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Amendment to the 2022 Long-Term Incentive Plan | | Mgmt | For | For | For |
|
|
|
| ProFrac Holding Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ACDC | CUSIP 74319N100 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Theresa Glebocki | | Mgmt | For | Withhold | Against |
| | 2 | Elect Gerald W. Haddock | | Mgmt | For | Withhold | Against |
| | 3 | Elect Sergei Krylov | | Mgmt | For | Withhold | Against |
| | 4 | Elect Stacy D. Nieuwoudt | | Mgmt | For | Withhold | Against |
| | 5 | Elect James C. Randle, Jr. | | Mgmt | For | Withhold | Against |
| | 6 | Elect Matthew D. Wilks | | Mgmt | For | Withhold | Against |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| QCR Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QCRH | CUSIP 74727A104 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect James M. Field | | Mgmt | For | For | For |
| | 1.2 | Elect John F. Griesemer | | Mgmt | For | For | For |
| | 1.3 | Elect Elizabeth S. Jacobs | | Mgmt | For | For | For |
| | 1.4 | Elect Marie Z. Ziegler | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| QuidelOrtho Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QDEL | CUSIP 219798105 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Douglas C. Bryant | | Mgmt | For | For | For |
| | 1.2 | Elect Kenneth F. Buechler | | Mgmt | For | For | For |
| | 1.3 | Elect Evelyn S. Dilsaver | | Mgmt | For | For | For |
| | 1.4 | Elect Edward L. Michael | | Mgmt | For | For | For |
| | 1.5 | Elect Mary Lake Polan | | Mgmt | For | For | For |
| | 1.6 | Elect Ann D. Rhoads | | Mgmt | For | For | For |
| | 1.7 | Elect Robert R. Schmidt | | Mgmt | For | For | For |
| | 1.8 | Elect Christopher M. Smith | | Mgmt | For | Withhold | Against |
| | 1.9 | Elect Matthew W. Strobeck | | Mgmt | For | For | For |
| | 1.10 | Elect Kenneth J. Widder | | Mgmt | For | For | For |
| | 1.11 | Elect Joseph D. Wilkins Jr. | | Mgmt | For | For | For |
| | 1.12 | Elect Stephen H. Wise | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Radnet, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RDNT | CUSIP 750491102 | | 06/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Howard G. Berger | | Mgmt | For | For | For |
| | 1.2 | Elect Christine N. Gordon | | Mgmt | For | For | For |
| | 1.3 | Elect Laura P. Jacobs | | Mgmt | For | For | For |
| | 1.4 | Elect Lawrence L. Levitt | | Mgmt | For | For | For |
| | 1.5 | Elect Gregory E. Spurlock | | Mgmt | For | For | For |
| | 1.6 | Elect David L. Swartz | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Amendment to the Equity Incentive Plan | | Mgmt | For | Against | Against |
|
|
|
| Rithm Capital Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RITM | CUSIP 64828T201 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect David Saltzman | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Approval of the 2023 Incentive Plan | | Mgmt | For | Against | Against |
|
|
|
| RLJ Lodging Trust | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RLJ | CUSIP 74965L101 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert L. Johnson | | Mgmt | For | For | For |
| | 2 | Elect Leslie D. Hale | | Mgmt | For | For | For |
| | 3 | Elect B. Evan Bayh, III | | Mgmt | For | For | For |
| | 4 | Elect Arthur R. Collins | | Mgmt | For | For | For |
| | 5 | Elect Nathaniel A. Davis | | Mgmt | For | For | For |
| | 6 | Elect Patricia L. Gibson | | Mgmt | For | For | For |
| | 7 | Elect Robert M. La Forgia | | Mgmt | For | For | For |
| | 8 | Elect Robert J. McCarthy | | Mgmt | For | For | For |
| | 9 | Elect Robin Zeigler | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Scorpio Tankers Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STNG | CUSIP Y7542C130 | | 05/30/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Emanuele A. Lauro | | Mgmt | For | For | For |
| | 2 | Elect Merrick Rayner | | Mgmt | For | For | For |
| | 3 | Appointment of Auditor | | Mgmt | For | For | For |
|
|
|
| Southern First Bancshares, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SFST | CUSIP 842873101 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Andrew B. Cajka | | Mgmt | For | For | For |
| | 1.2 | Elect Anne S. Ellefson | | Mgmt | For | For | For |
| | 1.3 | Elect Tecumseh Hooper, Jr. | | Mgmt | For | For | For |
| | 1.4 | Elect Ray A. Lattimore | | Mgmt | For | For | For |
| | 1.5 | Elect William A. Maner, IV | | Mgmt | For | For | For |
| | 2 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| SP Plus Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SP | CUSIP 78469C103 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect G. Marc Baumann | | Mgmt | For | For | For |
| | 1.2 | Elect Alice M. Peterson | | Mgmt | For | For | For |
| | 1.3 | Elect Gregory A. Reid | | Mgmt | For | For | For |
| | 1.4 | Elect Wyman T. Roberts | | Mgmt | For | For | For |
| | 1.5 | Elect Diana L. Sands | | Mgmt | For | For | For |
| | 1.6 | Elect Douglas R. Waggoner | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Amendment to Articles to Reflect New Delaware Law Provisions Regarding Officer Exculpation | | Mgmt | For | For | For |
|
|
|
| Spirit Realty Capital, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SRC | CUSIP 84860W300 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kevin M. Charlton | | Mgmt | For | For | For |
| | 2 | Elect Elizabeth F. Frank | | Mgmt | For | For | For |
| | 3 | Elect Michelle M. Frymire | | Mgmt | For | For | For |
| | 4 | Elect Kristian M. Gathright | | Mgmt | For | For | For |
| | 5 | Elect Richard I. Gilchrist | | Mgmt | For | For | For |
| | 6 | Elect Jackson Hsieh | | Mgmt | For | For | For |
| | 7 | Elect Diana M. Laing | | Mgmt | For | For | For |
| | 8 | Elect Nicholas P. Shepherd | | Mgmt | For | For | For |
| | 9 | Elect Thomas J. Sullivan | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Sun Country Airlines Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SNCY | CUSIP 866683105 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marion C. Blakey | | Mgmt | For | For | For |
| | 2 | Elect Patrick O'Keeffe | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| The Bancorp, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TBBK | CUSIP 05969A105 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect James J. McEntee III | | Mgmt | For | For | For |
| | 2 | Elect Michael J. Bradley | | Mgmt | For | For | For |
| | 3 | Elect Matthew Cohn | | Mgmt | For | For | For |
| | 4 | Elect Cheryl D. Creuzot | | Mgmt | For | For | For |
| | 5 | Elect John M. Eggemeyer | | Mgmt | For | For | For |
| | 6 | Elect Hersh Kozlov | | Mgmt | For | Against | Against |
| | 7 | Elect Damian M. Kozlowski | | Mgmt | For | For | For |
| | 8 | Elect William H. Lamb | | Mgmt | For | For | For |
| | 9 | Elect Daniela A. Mielke | | Mgmt | For | For | For |
| | 10 | Elect Stephanie B. Mudick | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
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|
| The Bank of N.T. Butterfield & Son Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NTB | CUSIP G0772R208 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 2 | Elect Michael Collins | | Mgmt | For | For | For |
| | 3 | Elect Alastair Barbour | | Mgmt | For | For | For |
| | 4 | Elect Sonia Baxendale | | Mgmt | For | For | For |
| | 5 | Elect Mark Lynch | | Mgmt | For | For | For |
| | 6 | Elect Ingrid Pierce | | Mgmt | For | For | For |
| | 7 | Elect Jana R. Schreuder | | Mgmt | For | For | For |
| | 8 | Elect Michael Schrum | | Mgmt | For | For | For |
| | 9 | Elect Pamela A. Thomas-Graham | | Mgmt | For | Against | Against |
| | 10 | Elect John R. Wright | | Mgmt | For | For | For |
| | 11 | Issuance of Treasury Shares | | Mgmt | For | For | For |
|
|
|
| Turning Point Brands, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TPB | CUSIP 90041L105 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Gregory H. A. Baxter | | Mgmt | For | For | For |
| | 1.2 | Elect H.C. Charles Diao | | Mgmt | For | For | For |
| | 1.3 | Elect Ashley Davis Frushone | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect David E. Glazek | | Mgmt | For | For | For |
| | 1.5 | Elect Graham A. Purdy | | Mgmt | For | For | For |
| | 1.6 | Elect Rohith Reddy | | Mgmt | For | For | For |
| | 1.7 | Elect Stephen Usher | | Mgmt | For | For | For |
| | 1.8 | Elect Lawrence S. Wexler | | Mgmt | For | For | For |
| | 1.9 | Elect Arnold Zimmerman | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Shareholder Proposal Regarding Initiation of Strategic Alternatives Process for the NewGen Business | | ShrHoldr | Against | Against | For |
|
|
|
| UMB Financial Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UMBF | CUSIP 902788108 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robin C. Beery | | Mgmt | For | For | For |
| | 2 | Elect Janine A. Davidson | | Mgmt | For | For | For |
| | 3 | Elect Kevin C. Gallagher | | Mgmt | For | For | For |
| | 4 | Elect Greg M. Graves | | Mgmt | For | For | For |
| | 5 | Elect Alexander C. Kemper | | Mgmt | For | For | For |
| | 6 | Elect J. Mariner Kemper | | Mgmt | For | For | For |
| | 7 | Elect Gordon E. Lansford III | | Mgmt | For | For | For |
| | 8 | Elect Timothy R. Murphy | | Mgmt | For | For | For |
| | 9 | Elect Tamara M. Peterman | | Mgmt | For | For | For |
| | 10 | Elect Kris A. Robbins | | Mgmt | For | For | For |
| | 11 | Elect L. Joshua Sosland | | Mgmt | For | For | For |
| | 12 | Elect Leroy J. Williams, Jr. | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Unifi, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UFI | CINS 904677200 | | 11/02/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Elect Director Emma S. Battle | | Mgmt | For | For | For |
| | 4 | Elect Director Francis S. Blake | | Mgmt | For | For | For |
| | 5 | Elect Director Albert P. Carey | | Mgmt | For | For | For |
| | 6 | Elect Director Archibald Cox, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Director Edmund M. Ingle | | Mgmt | For | For | For |
| | 8 | Elect Director Kenneth G. Langone | | Mgmt | For | For | For |
| | 9 | Elect Director Suzanne M. Present | | Mgmt | For | For | For |
| | 10 | Elect Director Rhonda L. Ramlo | | Mgmt | For | For | For |
| | 11 | Elect Director Eva T. Zlotnicka | | Mgmt | For | For | For |
|
|
|
| United Natural Foods, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNFI | CUSIP 911163103 | | 01/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Eric F. Artz | | Mgmt | For | For | For |
| | 2 | Elect Director Ann Torre Bates | | Mgmt | For | For | For |
| | 3 | Elect Director Gloria R. Boyland | | Mgmt | For | For | For |
| | 4 | Elect Director Denise M. Clark | | Mgmt | For | For | For |
| | 5 | Elect Director J. Alexander Miller Douglas | | Mgmt | For | For | For |
| | 6 | Elect Director Daphne J. Dufresne | | Mgmt | For | For | For |
| | 7 | Elect Director Michael S. Funk | | Mgmt | For | For | For |
| | 8 | Elect Director Shamim Mohammad | | Mgmt | For | For | For |
| | 9 | Elect Director James L. Muehlbauer | | Mgmt | For | For | For |
| | 10 | Elect Director Peter A. Roy | | Mgmt | For | For | For |
| | 11 | Elect Director Jack Stahl | | Mgmt | For | For | For |
| | 12 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Amend Omnibus Stock Plan | | Mgmt | For | Against | Against |
|
|
|
| United States Steel Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | X | ISIN US9129092071 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Tracy A. Atkinson | | Mgmt | For | For | For |
| | 2 | Elect Andrea J. Ayers | | Mgmt | For | For | For |
| | 3 | Elect David B. Burritt | | Mgmt | For | For | For |
| | 4 | Elect Alicia J. Davis | | Mgmt | For | For | For |
| | 5 | Elect Terry L. Dunlap | | Mgmt | For | For | For |
| | 6 | Elect John J. Engel | | Mgmt | For | For | For |
| | 7 | Elect John V. Faraci | | Mgmt | For | For | For |
| | 8 | Elect Murry S. Gerber | | Mgmt | For | For | For |
| | 9 | Elect Jeh C. Johnson | | Mgmt | For | For | For |
| | 10 | Elect Paul A. Mascarenas | | Mgmt | For | For | For |
| | 11 | Elect Michael H. McGarry | | Mgmt | For | For | For |
| | 12 | Elect David S. Sutherland | | Mgmt | For | For | For |
| | 13 | Elect Patricia A. Tracey | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Unitil Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UTL | CUSIP 913259107 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Neveen F. Awad | | Mgmt | For | For | For |
| | 2 | Elect Winfield S. Brown | | Mgmt | For | For | For |
| | 3 | Elect Mark H. Collin | | Mgmt | For | For | For |
| | 4 | Elect Michael B. Green | | Mgmt | For | For | For |
| | 5 | Elect Anne L. Alonzo | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Universal Technical Institute, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UTI | CUSIP 913915104 | | 03/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director David A. Blaszkiewicz | | Mgmt | For | For | For |
| | 2 | Elect Director Robert T. DeVincenzi | | Mgmt | For | For | For |
| | 3 | Elect Director Jerome A. Grant | | Mgmt | For | For | For |
| | 4 | Elect Director Shannon Okinaka | | Mgmt | For | For | For |
| | 5 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| V2X, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VVX | CUSIP 92242T101 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect John Boyington, Jr. | | Mgmt | For | Against | Against |
| | 2 | Elect Melvin F. Parker | | Mgmt | For | Against | Against |
| | 3 | Elect Stephen L. Waechter | | Mgmt | For | Against | Against |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
|
|
|
| V2X, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VVX | CINS 92242T101 | | 10/27/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify RSM US LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Amend Omnibus Stock Plan | | Mgmt | For | For | For |
| | 4 | Elect Director Mary L. Howell | | Mgmt | For | Against | Against |
| | 5 | Elect Director Eric M. Pillmore | | Mgmt | For | Against | Against |
| | 6 | Elect Director Joel M. Rotroff | | Mgmt | For | Against | Against |
| | 7 | Elect Director Neil D. Snyder | | Mgmt | For | Against | Against |
|
|
|
| Veracyte, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VCYT | CUSIP 92337F107 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert S. Epstein | | Mgmt | For | For | For |
| | 2 | Elect Evan Jones | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
| | 6 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 7 | Amendment to Articles Regarding Officer Exculpation | | Mgmt | For | For | For |
|
|
|
| Verra Mobility Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VRRM | CUSIP 92511U102 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Patrick J. Byrne | | Mgmt | For | For | For |
| | 1.2 | Elect David Roberts | | Mgmt | For | For | For |
| | 1.3 | Elect John H. Rexford | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Amendment to the 2018 Equity Incentive Plan | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Vista Outdoor Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VSTO | CINS 928377100 | | 07/26/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Elect Director Michael Callahan | | Mgmt | For | For | For |
| | 4 | Elect Director Christopher T. Metz | | Mgmt | For | For | For |
| | 5 | Elect Director Gerard Gibbons | | Mgmt | For | For | For |
| | 6 | Elect Director Mark A. Gottfredson | | Mgmt | For | For | For |
| | 7 | Elect Director Bruce E. Grooms | | Mgmt | For | For | For |
| | 8 | Elect Director Tig H. Krekel | | Mgmt | For | For | For |
| | 9 | Elect Director Gary L. McArthur | | Mgmt | For | For | For |
| | 10 | Elect Director Frances P. Philip | | Mgmt | For | For | For |
| | 11 | Elect Director Michael D. Robinson | | Mgmt | For | For | For |
| | 12 | Elect Director Robert M. Tarola | | Mgmt | For | For | For |
| | 13 | Elect Director Lynn M. Utter | | Mgmt | For | For | For |
|
|
|
| Vontier Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VNT | CUSIP 928881101 | | 05/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gloria R. Boyland | | Mgmt | For | For | For |
| | 2 | Elect Christopher J. Klein | | Mgmt | For | For | For |
| | 3 | Elect Maryrose T. Sylvester | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| VSE Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VSEC | CUSIP 918284100 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect John A. Cuomo | | Mgmt | For | For | For |
| | 1.2 | Elect Edward P. Dolanski | | Mgmt | For | For | For |
| | 1.3 | Elect Ralph E. Eberhart | | Mgmt | For | For | For |
| | 1.4 | Elect Mark E. Ferguson III | | Mgmt | For | For | For |
| | 1.5 | Elect Calvin S. Koonce | | Mgmt | For | For | For |
| | 1.6 | Elect John E. Potter | | Mgmt | For | For | For |
| | 1.7 | Elect Bonnie K. Wachtel | | Mgmt | For | For | For |
| | 1.8 | Elect Anita D. Britt | | Mgmt | For | For | For |
| | 1.9 | Elect Lloyd E. Johnson | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Amendment to the 2006 Restricted Stock Plan | | Mgmt | For | For | For |
|
|
|
| Walker & Dunlop, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WD | CUSIP 93148P102 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ellen Levy | | Mgmt | For | For | For |
| | 2 | Elect Michael D. Malone | | Mgmt | For | For | For |
| | 3 | Elect John Rice | | Mgmt | For | Against | Against |
| | 4 | Elect Dana L. Schmaltz | | Mgmt | For | For | For |
| | 5 | Elect Howard W. Smith III | | Mgmt | For | For | For |
| | 6 | Elect William M. Walker | | Mgmt | For | For | For |
| | 7 | Elect Michael J. Warren | | Mgmt | For | For | For |
| | 8 | Elect Donna C. Wells | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| WillScot Mobile Mini Holdings Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WSC | CUSIP 971378104 | | 06/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mark S. Bartlett | | Mgmt | For | For | For |
| | 2 | Elect Erika T. Davis | | Mgmt | For | For | For |
| | 3 | Elect Gerard E. Holthaus | | Mgmt | For | For | For |
| | 4 | Elect Erik Olsson | | Mgmt | For | For | For |
| | 5 | Elect Rebecca L. Owen | | Mgmt | For | For | For |
| | 6 | Elect Jeffrey F. Sagansky | | Mgmt | For | For | For |
| | 7 | Elect Bradley L. Soultz | | Mgmt | For | For | For |
| | 8 | Elect Michael W. Upchurch | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Xencor, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | XNCR | CUSIP 98401F105 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Bassil I. Dahiyat | | Mgmt | For | For | For |
| | 2 | Elect Ellen G. Feigal | | Mgmt | For | For | For |
| | 3 | Elect Kevin C. Gorman | | Mgmt | For | For | For |
| | 4 | Elect Kurt A. Gustafson | | Mgmt | For | For | For |
| | 5 | Elect A. Bruce Montgomery | | Mgmt | For | For | For |
| | 6 | Elect Richard J. Ranieri | | Mgmt | For | For | For |
| | 7 | Elect Dagmar Rosa-Bjorkeson | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | | | | | | | |
| Registrant : | Putnam Investment Funds | | | |
| Fund Name : | Putnam Sustainable Future Fund | | | |
|
|
|
| Adobe Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ADBE | ISIN US00724PAD15 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Amy L. Banse | | Mgmt | For | For | For |
| | 2 | Elect Brett Biggs | | Mgmt | For | For | For |
| | 3 | Elect Melanie Boulden | | Mgmt | For | For | For |
| | 4 | Elect Frank A. Calderoni | | Mgmt | For | For | For |
| | 5 | Elect Laura B. Desmond | | Mgmt | For | For | For |
| | 6 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 7 | Elect Spencer Neumann | | Mgmt | For | For | For |
| | 8 | Elect Kathleen Oberg | | Mgmt | For | For | For |
| | 9 | Elect Dheeraj Pandey | | Mgmt | For | For | For |
| | 10 | Elect David A. Ricks | | Mgmt | For | For | For |
| | 11 | Elect Daniel Rosensweig | | Mgmt | For | For | For |
| | 12 | Elect John E. Warnock | | Mgmt | For | For | For |
| | 13 | Amendment to the 2019 Equity Incentive Plan | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 17 | Shareholder Proposal Regarding Report on Hiring Practices for People With Arrest Records | | ShrHoldr | Against | Against | For |
|
|
|
| Advanced Drainage Systems, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WMS | CINS 00790R104 | | 07/21/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | N/A |
| | 4 | Approve Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Elect Director Anesa T. Chaibi | | Mgmt | For | For | For |
| | 6 | Elect Director Robert M. Eversole | | Mgmt | For | For | For |
| | 7 | Elect Director Alexander R. Fischer | | Mgmt | For | For | For |
| | 8 | Elect Director Kelly S. Gast | | Mgmt | For | For | For |
| | 9 | Elect Director M.A. (Mark) Haney | | Mgmt | For | For | For |
| | 10 | Elect Director Ross M. Jones | | Mgmt | For | For | For |
| | 11 | Elect Director Manuel J.Manny Perez de la Mesa | | Mgmt | For | For | For |
| | 12 | Elect Director Anil Seetharam | | Mgmt | For | For | For |
|
|
|
| Applied Materials, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMAT | CUSIP 038222105 | | 03/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Rani Borkar | | Mgmt | For | For | For |
| | 2 | Elect Director Judy Bruner | | Mgmt | For | For | For |
| | 3 | Elect Director Xun (Eric) Chen | | Mgmt | For | For | For |
| | 4 | Elect Director Aart J. de Geus | | Mgmt | For | For | For |
| | 5 | Elect Director Gary E. Dickerson | | Mgmt | For | For | For |
| | 6 | Elect Director Thomas J. Iannotti | | Mgmt | For | For | For |
| | 7 | Elect Director Alexander A. Karsner | | Mgmt | For | For | For |
| | 8 | Elect Director Kevin P. March | | Mgmt | For | For | For |
| | 9 | Elect Director Yvonne McGill | | Mgmt | For | For | For |
| | 10 | Elect Director Scott A. McGregor | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 15 | Improve Executive Compensation Program and Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Ascendis Pharma A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ASND | CUSIP 04351P101 | | 05/30/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Election of Presiding Chair | | Mgmt | For | For | For |
| | 2 | Presentation of Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Accounts and Reports; Ratification of Board and Management Acts | | Mgmt | For | For | For |
| | 4 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 5 | Elect Jan Moller Mikkelsen | | Mgmt | For | For | For |
| | 6 | Elect Lisa Bright | | Mgmt | For | For | For |
| | 7 | Elect William Carl Fairey, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Siham Imani | | Mgmt | For | For | For |
| | 9 | Appointment of Auditor | | Mgmt | For | For | For |
| | 10 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
|
|
|
| ASML Holding N.V. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ASML | CUSIP N07059210 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Remuneration Report | | Mgmt | For | For | For |
| | 2 | Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Allocation of Dividends | | Mgmt | For | For | For |
| | 4 | Ratification of Management Board Acts | | Mgmt | For | For | For |
| | 5 | Ratification of Supervisory Board Acts | | Mgmt | For | For | For |
| | 6 | Long-Term Incentive Plan; Authority to Issue Shares | | Mgmt | For | For | For |
| | 7 | Supervisory Board Remuneration Policy | | Mgmt | For | For | For |
| | 8 | Supervisory Board Fees | | Mgmt | For | For | For |
| | 9 | Elect Nils Andersen to the Supervisory Board | | Mgmt | For | For | For |
| | 10 | Elect Jack P. de Kreij to the Supervisory Board | | Mgmt | For | For | For |
| | 11 | Appointment of Auditor | | Mgmt | For | For | For |
| | 12 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 13 | Authority to Suppress Preemptive Rights | | Mgmt | For | For | For |
| | 14 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 15 | Cancellation of Shares | | Mgmt | For | For | For |
|
|
|
| Bill.com Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BILL | CINS 090043100 | | 12/08/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Steven Cakebread | | Mgmt | For | Withhold | Against |
| | 2 | Elect Director David Hornik | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director Brian Jacobs | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Allie Kline | | Mgmt | For | Withhold | Against |
| | 5 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
|
|
|
| Bio-Rad Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BIO | CUSIP 090572207 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Melinda Litherland | | Mgmt | For | Against | Against |
| | 2 | Elect Arnold A. Pinkston | | Mgmt | For | Against | Against |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
|
|
|
| Bureau Veritas SA | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BVI | CINS F96888114 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Accounts and Reports; Non Tax-Deductible Expenses | | Mgmt | For | For | For |
| | 8 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 10 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 11 | Ratification of Co-Option of Laurent Mignon | | Mgmt | For | For | For |
| | 12 | Elect Frederic Sanchez | | Mgmt | For | For | For |
| | 13 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration of Aldo Cardoso, Chair | | Mgmt | For | For | For |
| | 15 | 2022 Remuneration of Didier Michaud-Daniel, CEO | | Mgmt | For | Against | Against |
| | 16 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 17 | 2023 Remuneration Policy (Chair) | | Mgmt | For | For | For |
| | 18 | 2023 Remuneration Policy (Outgoing CEO Until June 22, 2023) | | Mgmt | For | Against | Against |
| | 19 | 2023 Remuneration Policy (Incoming CEO From June 22, 2023) | | Mgmt | For | For | For |
| | 20 | 2023 Remuneration of Didier Michaud-Daniel, Outgoing CEO (Until June 22, 2023) | | Mgmt | For | Against | Against |
| | 21 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 22 | Global Ceiling on Capital Increases and Debt Issuances | | Mgmt | For | For | For |
| | 23 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 24 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 25 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 26 | Authority to Increase Capital in Case of Exchange Offers | | Mgmt | For | For | For |
| | 27 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 28 | Authority to Issue Shares and Convertible Debt Through Private Placement | | Mgmt | For | For | For |
| | 29 | Authority to Set Offering Price of Shares | | Mgmt | For | For | For |
| | 30 | Greenshoe | | Mgmt | For | For | For |
| | 31 | Authority to Grant Stock Options | | Mgmt | For | For | For |
| | 32 | Authority to Issue Performance Shares | | Mgmt | For | For | For |
| | 33 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 34 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 35 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 36 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 37 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Cadence Design Systems, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CDNS | CUSIP 127387108 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mark W. Adams | | Mgmt | For | For | For |
| | 2 | Elect Ita M. Brennan | | Mgmt | For | For | For |
| | 3 | Elect Lewis Chew | | Mgmt | For | For | For |
| | 4 | Elect Anirudh Devgan | | Mgmt | For | For | For |
| | 5 | Elect Mary L. Krakauer | | Mgmt | For | For | For |
| | 6 | Elect Julia Liuson | | Mgmt | For | For | For |
| | 7 | Elect James D. Plummer | | Mgmt | For | For | For |
| | 8 | Elect Alberto Sangiovanni-Vincentelli | | Mgmt | For | For | For |
| | 9 | Elect John B. Shoven | | Mgmt | For | For | For |
| | 10 | Elect Young K. Sohn | | Mgmt | For | For | For |
| | 11 | Amendment to the Omnibus Equity Incentive Plan | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Length of Share Ownership Required to Call Special Meetings | | ShrHoldr | Against | Against | For |
|
|
|
| Casella Waste Systems, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CWST | CUSIP 147448104 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael L. Battles | | Mgmt | For | For | For |
| | 2 | Elect Joseph G. Doody | | Mgmt | For | For | For |
| | 3 | Elect Emily Nagle Green | | Mgmt | For | For | For |
| | 4 | Amendment to the 1997 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 7 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Ceridian HCM Holding Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CDAY | CUSIP 15677J108 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Brent B. Bickett | | Mgmt | For | For | For |
| | 1.2 | Elect Ronald F. Clarke | | Mgmt | For | For | For |
| | 1.3 | Elect Ganesh B. Rao | | Mgmt | For | For | For |
| | 1.4 | Elect Leagh E. Turner | | Mgmt | For | For | For |
| | 1.5 | Elect Deborah A. Farrington | | Mgmt | For | For | For |
| | 1.6 | Elect Thomas M. Hagerty | | Mgmt | For | Withhold | Against |
| | 1.7 | Elect Linda P. Mantia | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Chipotle Mexican Grill, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMG | CUSIP 169656105 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Albert S. Baldocchi | | Mgmt | For | For | For |
| | 2 | Elect Matthew Carey | | Mgmt | For | For | For |
| | 3 | Elect Gregg L. Engles | | Mgmt | For | For | For |
| | 4 | Elect Patricia D. Fili-Krushel | | Mgmt | For | For | For |
| | 5 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 6 | Elect Robin Hickenlooper | | Mgmt | For | For | For |
| | 7 | Elect Scott H. Maw | | Mgmt | For | For | For |
| | 8 | Elect Brian Niccol | | Mgmt | For | For | For |
| | 9 | Elect Mary A. Winston | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | Against | For |
|
|
|
| Cintas Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CTAS | CINS 172908105 | | 10/25/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Eliminate Supermajority Vote Requirement for Business Combinations with Interested Persons | | Mgmt | For | For | For |
| | 4 | Eliminate Supermajority Vote Requirement to Remove Directors for Cause | | Mgmt | For | For | For |
| | 5 | Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions | | Mgmt | For | For | For |
| | 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 7 | Report on Political Contributions | | ShrHoldr | Against | Against | For |
| | 8 | Elect Director Gerald S. Adolph | | Mgmt | For | For | For |
| | 9 | Elect Director John F. Barrett | | Mgmt | For | For | For |
| | 10 | Elect Director Melanie W. Barstad | | Mgmt | For | For | For |
| | 11 | Elect Director Karen L. Carnahan | | Mgmt | For | For | For |
| | 12 | Elect Director Robert E. Coletti | | Mgmt | For | For | For |
| | 13 | Elect Director Scott D. Farmer | | Mgmt | For | For | For |
| | 14 | Elect Director Joseph Scaminace | | Mgmt | For | For | For |
| | 15 | Elect Director Todd M. Schneider | | Mgmt | For | For | For |
| | 16 | Elect Director Ronald W. Tysoe | | Mgmt | For | For | For |
|
|
|
| Compass Pathways Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMPS | CUSIP 20451W101 | | 06/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect George Goldsmith | | Mgmt | For | For | For |
| | 2 | Elect Annalisa Jenkins | | Mgmt | For | Against | Against |
| | 3 | Elect Linda McGoldrick | | Mgmt | For | For | For |
| | 4 | Elect Kabir Nath | | Mgmt | For | For | For |
| | 5 | Appointment of UK Statutory Auditor | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 8 | Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Remuneration Report | | Mgmt | For | Against | Against |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
|
|
|
| Constellation Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CEG | CUSIP 21037T109 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Joseph Dominguez | | Mgmt | For | For | For |
| | 1.2 | Elect Julie Holzrichter | | Mgmt | For | For | For |
| | 1.3 | Elect Ashish Khandpur | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Core & Main, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CNM | CUSIP 21874C102 | | 06/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Bhavani Amirthalingam | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Orvin T. Kimbrough | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Margaret M. Newman | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Ian A. Rorick | | Mgmt | For | Withhold | Against |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Core & Main, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CNM | CINS 21874C102 | | 07/19/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director James G. Berges | | Mgmt | For | Withhold | Against |
| | 2 | Elect Director Dennis G. Gipson | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director Stephen O. LeClair | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Nathan K. Sleeper | | Mgmt | For | Withhold | Against |
| | 5 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | N/A |
|
|
|
| CrowdStrike Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRWD | CUSIP 22788C105 | | 06/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Johanna Flower | | Mgmt | For | For | For |
| | 1.2 | Elect Denis J. O'Leary | | Mgmt | For | For | For |
| | 1.3 | Elect Godfrey R. Sullivan | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Danaher Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DHR | CUSIP 235851102 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Rainer M. Blair | | Mgmt | For | For | For |
| | 2 | Elect Feroz Dewan | | Mgmt | For | For | For |
| | 3 | Elect Linda P. Hefner Filler | | Mgmt | For | For | For |
| | 4 | Elect Teri L. List | | Mgmt | For | For | For |
| | 5 | Elect Walter G. Lohr, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Jessica L. Mega | | Mgmt | For | For | For |
| | 7 | Elect Mitchell P. Rales | | Mgmt | For | For | For |
| | 8 | Elect Steven M. Rales | | Mgmt | For | For | For |
| | 9 | Elect Pardis C. Sabeti | | Mgmt | For | For | For |
| | 10 | Elect A. Shane Sanders | | Mgmt | For | For | For |
| | 11 | Elect John T. Schwieters | | Mgmt | For | For | For |
| | 12 | Elect Alan G. Spoon | | Mgmt | For | For | For |
| | 13 | Elect Raymond C. Stevens | | Mgmt | For | For | For |
| | 14 | Elect Elias A. Zerhouni | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
|
|
|
| DexCom, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DXCM | CUSIP 252131107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Steven R. Altman | | Mgmt | For | For | For |
| | 2 | Elect Richard A. Collins | | Mgmt | For | For | For |
| | 3 | Elect Karen M. Dahut | | Mgmt | For | For | For |
| | 4 | Elect Mark G. Foletta | | Mgmt | For | For | For |
| | 5 | Elect Barbara E. Kahn | | Mgmt | For | For | For |
| | 6 | Elect Kyle Malady | | Mgmt | For | For | For |
| | 7 | Elect Eric Topol | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| DSM Firmenich AG | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DSFIR | CINS H0245V108 | | 06/29/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | Switzerland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | For | For |
| | 4 | Dividends from Reserves | | Mgmt | For | For | For |
| | 5 | Board Compensation | | Mgmt | For | For | For |
| | 6 | Executive Compensation | | Mgmt | For | For | For |
| | 7 | Amendments to Articles (Resolutions) | | Mgmt | For | For | For |
| | 8 | Amendments to Articles (Share Register) | | Mgmt | For | For | For |
| | 9 | Additional or Amended Proposals | | Mgmt | N/A | Against | N/A |
| | 10 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Dynatrace, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DT | CINS 268150109 | | 08/24/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director Ambika Kapur Gadre | | Mgmt | For | For | For |
| | 4 | Elect Director Steve Rowland | | Mgmt | For | Withhold | Against |
| | 5 | Elect Director Kenneth 'Chip' Virnig | | Mgmt | For | Withhold | Against |
|
|
|
| Eurazeo | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RF | CINS F3296A108 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Accounts and Reports; Non Tax-Deductible Expenses | | Mgmt | For | For | For |
| | 7 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 8 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 9 | Special Auditors Report on Regulated Agreements | | Mgmt | For | Against | Against |
| | 10 | Related Party Transactions (David-Weill Pact) | | Mgmt | For | For | For |
| | 11 | Elect Francoise Mercadal-Delasalles | | Mgmt | For | Against | Against |
| | 12 | 2023 Remuneration Policy (Supervisory Board) | | Mgmt | For | For | For |
| | 13 | 2023 Remuneration Policy (Management Board) | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 15 | 2022 Remuneration of Michel David-Weill, Former Supervisory Board Chair | | Mgmt | For | For | For |
| | 16 | 2022 Remuneration of Jean-Charles Decaux, Supervisory Board Chair | | Mgmt | For | For | For |
| | 17 | 2022 Remuneration of Christophe Baviere, Management Board Member | | Mgmt | For | For | For |
| | 18 | 2022 Remuneration of William Kadouch, Management Board Member | | Mgmt | For | For | For |
| | 19 | 2022 Remuneration of Olivier Millet, Management Board Member | | Mgmt | For | For | For |
| | 20 | 2022 Remuneration of Virginie Morgon, Management Board Chair | | Mgmt | For | For | For |
| | 21 | 2022 Remuneration of Marc Frappier, Management Board Member | | Mgmt | For | For | For |
| | 22 | 2022 Remuneration of Nicolas Huet, Management Board Member | | Mgmt | For | For | For |
| | 23 | 2022 Remuneration of Remuneration of Philippe Audouin, Management Board Member | | Mgmt | For | For | For |
| | 24 | Amendment to the LTI Plan - Waiving Of Presence Conditions for Virginie Morgon, Marc Frappier and Nicolas Huet | | Mgmt | For | Against | Against |
| | 25 | Appointment of Auditor (Mazars) | | Mgmt | For | For | For |
| | 26 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 27 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 28 | Amendments to Articles regarding the Management Board Composition | | Mgmt | For | For | For |
| | 29 | Amendment to Articles Regarding the Chair of the Management Board | | Mgmt | For | For | For |
| | 30 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
| | 31 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 32 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 33 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
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| Exact Sciences Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EXAS | CUSIP 30063P105 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect D. Scott Coward | | Mgmt | For | For | For |
| | 2 | Elect James E. Doyle | | Mgmt | For | For | For |
| | 3 | Elect Freda C. Lewis-Hall | | Mgmt | For | For | For |
| | 4 | Elect Kathleen G. Sebelius | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 9 | Amendment to the 2019 Omnibus Long-Term Incentive Plan | | Mgmt | For | Against | Against |
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| Federal Signal Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | FSS | CUSIP 313855108 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Eugene J. Lowe, III | | Mgmt | For | For | For |
| | 1.2 | Elect Dennis J. Martin | | Mgmt | For | For | For |
| | 1.3 | Elect William F. Owens | | Mgmt | For | For | For |
| | 1.4 | Elect Shashank Patel | | Mgmt | For | For | For |
| | 1.5 | Elect Brenda L. Reichelderfer | | Mgmt | For | For | For |
| | 1.6 | Elect Jennifer L. Sherman | | Mgmt | For | For | For |
| | 1.7 | Elect John L. Workman | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Gartner, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IT | CUSIP 366651107 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter E. Bisson | | Mgmt | For | For | For |
| | 2 | Elect Richard J. Bressler | | Mgmt | For | For | For |
| | 3 | Elect Raul E. Cesan | | Mgmt | For | For | For |
| | 4 | Elect Karen E. Dykstra | | Mgmt | For | For | For |
| | 5 | Elect Diana S. Ferguson | | Mgmt | For | For | For |
| | 6 | Elect Anne Sutherland Fuchs | | Mgmt | For | For | For |
| | 7 | Elect William O. Grabe | | Mgmt | For | For | For |
| | 8 | Elect Jose M. Gutierrez | | Mgmt | For | For | For |
| | 9 | Elect Eugene A. Hall | | Mgmt | For | For | For |
| | 10 | Elect Stephen G. Pagliuca | | Mgmt | For | For | For |
| | 11 | Elect Eileen M. Serra | | Mgmt | For | For | For |
| | 12 | Elect James C. Smith | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
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| Ginkgo Bioworks Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DNA | CUSIP 37611X100 | | 06/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Arie S. Belldegrun | | Mgmt | For | Against | Against |
| | 2 | Elect Marijn E. Dekkers | | Mgmt | For | For | For |
| | 3 | Elect Kathy Hopinkah Hannan | | Mgmt | For | For | For |
| | 4 | Elect Christian O. Henry | | Mgmt | For | Against | Against |
| | 5 | Elect Reshma Kewalramani | | Mgmt | For | For | For |
| | 6 | Elect Shyam Sankar | | Mgmt | For | For | For |
| | 7 | Elect Harry E. Sloan | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
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| Hannon Armstrong Sustainable Infrastructure Capital, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HASI | CUSIP 41068X100 | | 06/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Jeffrey W. Eckel | | Mgmt | For | For | For |
| | 1.2 | Elect Lizabeth A. Ardisana | | Mgmt | For | For | For |
| | 1.3 | Elect Clarence D. Armbrister | | Mgmt | For | For | For |
| | 1.4 | Elect Teresa M. Brenner | | Mgmt | For | For | For |
| | 1.5 | Elect Michael T. Eckhart | | Mgmt | For | For | For |
| | 1.6 | Elect Nancy C. Floyd | | Mgmt | For | For | For |
| | 1.7 | Elect Jeffrey A. Lipson | | Mgmt | For | For | For |
| | 1.8 | Elect Charles M. O'Neil | | Mgmt | For | For | For |
| | 1.9 | Elect Richard J. Osborne | | Mgmt | For | For | For |
| | 1.10 | Elect Steven G. Osgood | | Mgmt | For | For | For |
| | 1.11 | Elect Kimberly A. Reed | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| HealthEquity, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HQY | CUSIP 42226A107 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert W. Selander | | Mgmt | For | For | For |
| | 2 | Elect Jon Kessler | | Mgmt | For | For | For |
| | 3 | Elect Stephen D. Neeleman | | Mgmt | For | For | For |
| | 4 | Elect Paul M. Black | | Mgmt | For | For | For |
| | 5 | Elect Frank A. Corvino | | Mgmt | For | For | For |
| | 6 | Elect Adrian T. Dillon | | Mgmt | For | For | For |
| | 7 | Elect Evelyn S. Dilsaver | | Mgmt | For | For | For |
| | 8 | Elect Debra McCowan | | Mgmt | For | For | For |
| | 9 | Elect Rajesh Natarajan | | Mgmt | For | For | For |
| | 10 | Elect Stuart B. Parker | | Mgmt | For | For | For |
| | 11 | Elect Gayle Wellborn | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Idexx Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IDXX | CUSIP 45168D104 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Daniel M. Junius | | Mgmt | For | For | For |
| | 2 | Elect Lawrence D. Kingsley | | Mgmt | For | For | For |
| | 3 | Elect Sophie V. Vandebroek | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Ingevity Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NGVT | CUSIP 45688C107 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jean S. Blackwell | | Mgmt | For | For | For |
| | 2 | Elect Luis Fernandez-Moreno | | Mgmt | For | For | For |
| | 3 | Elect John C. Fortson | | Mgmt | For | For | For |
| | 4 | Elect Diane H. Gulyas | | Mgmt | For | For | For |
| | 5 | Elect Bruce D. Hoechner | | Mgmt | For | For | For |
| | 6 | Elect Frederick J. Lynch | | Mgmt | For | For | For |
| | 7 | Elect Karen G. Narwold | | Mgmt | For | For | For |
| | 8 | Elect Daniel F. Sansone | | Mgmt | For | For | For |
| | 9 | Elect William J. Slocum | | Mgmt | For | For | For |
| | 10 | Elect Benjamin G. Wright | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Amendment to the 2017 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
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| Koninklijke DSM NV | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DSM | CINS N5017D122 | | 01/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | Netherlands | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Open Meeting | | Mgmt | N/A | N/A | N/A |
| | 2 | Presentation on the Transaction | | Mgmt | N/A | N/A | N/A |
| | 3 | Approve Transaction, the Exchange Offer, Conditional Statutory Triangular Merger and Authorize Managing Board to Repurchase the DSM Preference Shares A and Conditional Cancellation of the DSM Preference Shares A | | Mgmt | For | For | For |
| | 4 | Approve Discharge of Management Board | | Mgmt | For | For | For |
| | 5 | Approve Discharge of Supervisory Board | | Mgmt | For | For | For |
| | 6 | Close Meeting | | Mgmt | N/A | N/A | N/A |
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|
| Levi Strauss & Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LEVI | ISIN US52736R1023 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jill Beraud | | Mgmt | For | For | For |
| | 2 | Elect Spencer C. Fleischer | | Mgmt | For | For | For |
| | 3 | Elect Christopher J. McCormick | | Mgmt | For | For | For |
| | 4 | Elect Elliott Rodgers | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Lululemon Athletica inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LULU | CUSIP 550021109 | | 06/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael Casey | | Mgmt | For | For | For |
| | 2 | Elect Glenn Murphy | | Mgmt | For | For | For |
| | 3 | Elect David M. Mussafer | | Mgmt | For | For | For |
| | 4 | Elect Isabel Ge Mahe | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 8 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
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| Mastercard Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MA | CUSIP 57636Q104 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Merit E. Janow | | Mgmt | For | For | For |
| | 2 | Elect Candido Botelho Bracher | | Mgmt | For | For | For |
| | 3 | Elect Richard K. Davis | | Mgmt | For | For | For |
| | 4 | Elect Julius Genachowski | | Mgmt | For | For | For |
| | 5 | Elect Choon Phong Goh | | Mgmt | For | For | For |
| | 6 | Elect Oki Matsumoto | | Mgmt | For | For | For |
| | 7 | Elect Michael Miebach | | Mgmt | For | For | For |
| | 8 | Elect Youngme E. Moon | | Mgmt | For | For | For |
| | 9 | Elect Rima Qureshi | | Mgmt | For | For | For |
| | 10 | Elect Gabrielle Sulzberger | | Mgmt | For | For | For |
| | 11 | Elect Harit Talwar | | Mgmt | For | For | For |
| | 12 | Elect Lance Uggla | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Approval of the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | | ShrHoldr | Against | Against | For |
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| Mesa Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MLAB | CINS 59064R109 | | 08/26/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jennifer S. Alltoft | | Mgmt | For | For | For |
| | 2 | Elect Director Shiraz S. Ladiwala | | Mgmt | For | For | For |
| | 3 | Elect Director Shannon M. Hall | | Mgmt | For | For | For |
| | 4 | Elect Director Tony Tripeny | | Mgmt | For | For | For |
| | 5 | Elect Director Gary M. Owens | | Mgmt | For | For | For |
| | 6 | Elect Director John B. Schmieder | | Mgmt | For | For | For |
| | 7 | Elect Director John J. Sullivan | | Mgmt | For | For | For |
| | 8 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 9 | Ratify Plante & Moran, PLLC as Auditors | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
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|
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| MSCI Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MSCI | CUSIP 55354G100 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Henry A. Fernandez | | Mgmt | For | For | For |
| | 2 | Elect Robert G. Ashe | | Mgmt | For | For | For |
| | 3 | Elect Wayne Edmunds | | Mgmt | For | For | For |
| | 4 | Elect Catherine R. Kinney | | Mgmt | For | For | For |
| | 5 | Elect Robin L. Matlock | | Mgmt | For | For | For |
| | 6 | Elect Jacques P. Perold | | Mgmt | For | For | For |
| | 7 | Elect C.D. Baer Pettit | | Mgmt | For | For | For |
| | 8 | Elect Sandy C. Rattray | | Mgmt | For | For | For |
| | 9 | Elect Linda H. Riefler | | Mgmt | For | For | For |
| | 10 | Elect Marcus L. Smith | | Mgmt | For | For | For |
| | 11 | Elect Rajat Taneja | | Mgmt | For | For | For |
| | 12 | Elect Paula Volent | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
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| NextEra Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NEE | CUSIP 65339F101 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nicole S. Arnaboldi | | Mgmt | For | For | For |
| | 2 | Elect Sherry S. Barrat | | Mgmt | For | For | For |
| | 3 | Elect James L. Camaren | | Mgmt | For | For | For |
| | 4 | Elect Kenneth B. Dunn | | Mgmt | For | For | For |
| | 5 | Elect Naren K. Gursahaney | | Mgmt | For | For | For |
| | 6 | Elect Kirk S. Hachigian | | Mgmt | For | For | For |
| | 7 | Elect John W. Ketchum | | Mgmt | For | For | For |
| | 8 | Elect Amy B. Lane | | Mgmt | For | For | For |
| | 9 | Elect David L. Porges | | Mgmt | For | For | For |
| | 10 | Elect Dev Stahlkopf | | Mgmt | For | For | For |
| | 11 | Elect John Arthur Stall | | Mgmt | For | For | For |
| | 12 | Elect Darryl L. Wilson | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | | ShrHoldr | Against | Against | For |
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|
| Novozymes A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NZYM.B | CINS K7317J133 | | 03/02/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Annual | Denmark | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Receive Report of Board | | Mgmt | N/A | TNA | N/A |
| | 2 | Accept Financial Statements and Statutory Reports | | Mgmt | For | TNA | N/A |
| | 3 | Approve Allocation of Income and Dividends of DKK 6 Per Share | | Mgmt | For | TNA | N/A |
| | 4 | Approve Remuneration Report | | Mgmt | For | TNA | N/A |
| | 5 | Approve Remuneration of Directors in the Amount of DKK 1.6 Million for Chairman, DKK1.07 Million for Vice Chairman and DKK 535,000 for Other Directors; ApproveRemuneration for Committee Work | | Mgmt | For | TNA | N/A |
| | 6 | Reelect Cornelis de Jong (Chair) as Director | | Mgmt | For | TNA | N/A |
| | 7 | Reelect Kim Stratton (Vice Chair) as Director | | Mgmt | For | TNA | N/A |
| | 8 | Reelect Heine Dalsgaard as Director | | Mgmt | For | TNA | N/A |
| | 9 | Elect Sharon James as Director | | Mgmt | For | TNA | N/A |
| | 10 | Reelect Kasim Kutay as Director | | Mgmt | For | TNA | N/A |
| | 11 | Reelect Morten Otto Alexander Sommer as Director | | Mgmt | For | TNA | N/A |
| | 12 | Ratify PricewaterhouseCoopers as Auditors | | Mgmt | For | TNA | N/A |
| | 13 | Approve Creation of DKK 56.2 Million Pool of Capital in B Shares without Preemptive Rights; DKK 56.2 Million Pool of Capital with Preemptive Rights; and Pool of Capital in Warrants without Preemptive Rights | | Mgmt | For | TNA | N/A |
| | 14 | Authorize Share Repurchase Program | | Mgmt | For | TNA | N/A |
| | 15 | Authorize Board to Decide on the Distribution of Extraordinary Dividends | | Mgmt | For | TNA | N/A |
| | 16 | Approve Indemnification of Members of the Board of Directors and Executive Management | | Mgmt | For | TNA | N/A |
| | 17 | Amend Remuneration Policy | | Mgmt | For | TNA | N/A |
| | 18 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | | Mgmt | For | TNA | N/A |
| | 19 | Other Business | | Mgmt | N/A | TNA | N/A |
|
|
|
| Novozymes A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NZYMB | CINS K7317J133 | | 03/30/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Special | Denmark | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 4 | Merger/Acquisition | | Mgmt | For | TNA | N/A |
| | 5 | Amendments to Articles (Board Size) | | Mgmt | For | TNA | N/A |
| | 6 | Indemnification of Directors | | Mgmt | For | TNA | N/A |
| | 7 | Amendments to Articles (Indemnification) | | Mgmt | For | TNA | N/A |
| | 8 | Amendments to the Remuneration Policy | | Mgmt | For | TNA | N/A |
| | 9 | Authorization of Legal Formalities | | Mgmt | For | TNA | N/A |
| | 10 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 11 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 12 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
| | 13 | Non-Voting Meeting Note | | N/A | N/A | TNA | N/A |
|
|
|
| NVIDIA Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NVDA | CUSIP 67066G104 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert K. Burgess | | Mgmt | For | For | For |
| | 2 | Elect Tench Coxe | | Mgmt | For | For | For |
| | 3 | Elect John O. Dabiri | | Mgmt | For | For | For |
| | 4 | Elect Persis S. Drell | | Mgmt | For | For | For |
| | 5 | Elect Jen-Hsun Huang | | Mgmt | For | For | For |
| | 6 | Elect Dawn Hudson | | Mgmt | For | For | For |
| | 7 | Elect Harvey C. Jones | | Mgmt | For | For | For |
| | 8 | Elect Michael G. McCaffery | | Mgmt | For | For | For |
| | 9 | Elect Stephen C. Neal | | Mgmt | For | For | For |
| | 10 | Elect Mark L. Perry | | Mgmt | For | For | For |
| | 11 | Elect A. Brooke Seawell | | Mgmt | For | For | For |
| | 12 | Elect Aarti Shah | | Mgmt | For | For | For |
| | 13 | Elect Mark A. Stevens | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Palo Alto Networks, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PANW | CINS 697435105 | | 12/13/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Amend Omnibus Stock Plan | | Mgmt | For | Against | Against |
| | 4 | Elect Director Helene D. Gayle | | Mgmt | For | For | For |
| | 5 | Elect Director James J. Goetz | | Mgmt | For | For | For |
|
|
|
| Pinterest, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PINS | CUSIP 72352L106 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey Jordan | | Mgmt | For | Against | Against |
| | 2 | Elect Jeremy Levine | | Mgmt | For | Against | Against |
| | 3 | Elect Gokul Rajaram | | Mgmt | For | For | For |
| | 4 | Elect Marc Steinberg | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Report on Harassment and Discrimination | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Report on Government Requests for Content Removal | | ShrHoldr | Against | Against | For |
|
|
|
| Planet Labs PBC | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PL | CINS 72703X106 | | 11/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Elect Director William Marshall | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director Robert (Robbie) Schingler, Jr. | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director J. Heidi Roizen | | Mgmt | For | Withhold | Against |
| | 5 | Elect Director Kristen Robinson | | Mgmt | For | For | For |
|
|
|
| Quanta Services, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PWR | CUSIP 74762E102 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Earl C. Austin, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Doyle N. Beneby | | Mgmt | For | For | For |
| | 3 | Elect Vincent D. Foster | | Mgmt | For | For | For |
| | 4 | Elect Bernard Fried | | Mgmt | For | For | For |
| | 5 | Elect Worthing F. Jackman | | Mgmt | For | For | For |
| | 6 | Elect Holli C. Ladhani | | Mgmt | For | For | For |
| | 7 | Elect David M. McClanahan | | Mgmt | For | For | For |
| | 8 | Elect R. Scott Rowe | | Mgmt | For | For | For |
| | 9 | Elect Margaret B. Shannon | | Mgmt | For | For | For |
| | 10 | Elect Martha B. Wyrsch | | Mgmt | For | Against | Against |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Regal Rexnord Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RRX | CUSIP 758750103 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jan A. Bertsch | | Mgmt | For | For | For |
| | 2 | Elect Stephen M. Burt | | Mgmt | For | For | For |
| | 3 | Elect Anesa T. Chaibi | | Mgmt | For | For | For |
| | 4 | Elect Theodore D. Crandall | | Mgmt | For | For | For |
| | 5 | Elect Michael P. Doss | | Mgmt | For | For | For |
| | 6 | Elect Michael F. Hilton | | Mgmt | For | For | For |
| | 7 | Elect Louis V. Pinkham | | Mgmt | For | For | For |
| | 8 | Elect Rakesh Sachdev | | Mgmt | For | For | For |
| | 9 | Elect Curtis W. Stoelting | | Mgmt | For | For | For |
| | 10 | Elect Robin A. Walker-Lee | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Approval of 2023 Omnibus Incentive Plan | | Mgmt | For | For | For |
|
|
|
| Regeneron Pharmaceuticals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | REGN | CUSIP 75886F107 | | 06/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Joseph L. Goldstein | | Mgmt | For | For | For |
| | 2 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 3 | Elect Craig B. Thompson | | Mgmt | For | For | For |
| | 4 | Elect Huda Y. Zoghbi | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| Rocket Pharmaceuticals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RCKT | CUSIP 77313F106 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Elisabeth Bjork | | Mgmt | For | Withhold | Against |
| | 2 | Elect Carsten Boess | | Mgmt | For | Withhold | Against |
| | 3 | Elect Pedro P. Granadillo | | Mgmt | For | Withhold | Against |
| | 4 | Elect Gotham Makker | | Mgmt | For | Withhold | Against |
| | 5 | Elect Fady Malik | | Mgmt | For | Withhold | Against |
| | 6 | Elect Gaurav Shah | | Mgmt | For | Withhold | Against |
| | 7 | Elect David P. Southwell | | Mgmt | For | Withhold | Against |
| | 8 | Elect Roderick Wong | | Mgmt | For | Withhold | Against |
| | 9 | Elect Naveen Yalamanchi | | Mgmt | For | Withhold | Against |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Roper Technologies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ROP | CUSIP 776696106 | | 06/13/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Shellye L. Archambeau | | Mgmt | For | For | For |
| | 2 | Elect Amy W. Brinkley | | Mgmt | For | For | For |
| | 3 | Elect Irene M. Esteves | | Mgmt | For | For | For |
| | 4 | Elect L. Neil Hunn | | Mgmt | For | For | For |
| | 5 | Elect Robert D. Johnson | | Mgmt | For | For | For |
| | 6 | Elect Thomas P. Joyce, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Laura G. Thatcher | | Mgmt | For | For | For |
| | 8 | Elect Richard F. Wallman | | Mgmt | For | For | For |
| | 9 | Elect Christopher Wright | | Mgmt | For | For | For |
| | 10 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 11 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Amendment to Articles Regarding Officer Exculpation | | Mgmt | For | For | For |
|
|
|
| Sarepta Therapeutics, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SRPT | CUSIP 803607100 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Richard J. Barry | | Mgmt | For | Against | Against |
| | 2 | Elect M. Kathleen Behrens | | Mgmt | For | For | For |
| | 3 | Elect Stephen L. Mayo | | Mgmt | For | For | For |
| | 4 | Elect Claude Nicaise | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 6 | Amendment to the 2018 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 7 | Amendment to the 2013 Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| ServiceNow, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NOW | CUSIP 81762P102 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Susan L. Bostrom | | Mgmt | For | Against | Against |
| | 2 | Elect Teresa Briggs | | Mgmt | For | For | For |
| | 3 | Elect Jonathan C. Chadwick | | Mgmt | For | Against | Against |
| | 4 | Elect Paul E. Chamberlain | | Mgmt | For | Against | Against |
| | 5 | Elect Lawrence J. Jackson, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Frederic B. Luddy | | Mgmt | For | For | For |
| | 7 | Elect William R. McDermott | | Mgmt | For | For | For |
| | 8 | Elect Jeffrey A. Miller | | Mgmt | For | For | For |
| | 9 | Elect Joseph Quinlan | | Mgmt | For | For | For |
| | 10 | Elect Anita M. Sands | | Mgmt | For | Against | Against |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Amendment to the 2021 Equity Incentive Plan | | Mgmt | For | For | For |
| | 14 | Elect Deborah Black | | Mgmt | For | For | For |
|
|
|
| SolarEdge Technologies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SEDG | CUSIP 83417M104 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marcel Gani | | Mgmt | For | For | For |
| | 2 | Elect Tal Payne | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 6 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 7 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 8 | Amendment to Articles to Add Federal Forum Selection Clause | | Mgmt | For | Against | Against |
|
|
|
| Sprouts Farmers Market, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SFM | CUSIP 85208M102 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Joel D. Anderson | | Mgmt | For | For | For |
| | 1.2 | Elect Terri Funk Graham | | Mgmt | For | For | For |
| | 1.3 | Elect Douglas G. Rauch | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| The Cooper Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COO | CUSIP 216648402 | | 03/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director Colleen E. Jay | | Mgmt | For | For | For |
| | 1.2 | Elect Director William A. Kozy | | Mgmt | For | For | For |
| | 1.3 | Elect Director Cynthia L. Lucchese | | Mgmt | For | For | For |
| | 1.4 | Elect Director Teresa S. Madden | | Mgmt | For | For | For |
| | 1.5 | Elect Director Gary S. Petersmeyer | | Mgmt | For | For | For |
| | 1.6 | Elect Director Maria Rivas | | Mgmt | For | For | For |
| | 1.7 | Elect Director Robert S. Weiss | | Mgmt | For | For | For |
| | 1.8 | Elect Director Albert G. White, III | | Mgmt | For | For | For |
| | 2 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
| | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Thermo Fisher Scientific Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMO | CUSIP 883556102 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc N. Casper | | Mgmt | For | For | For |
| | 2 | Elect Nelson J. Chai | | Mgmt | For | For | For |
| | 3 | Elect Ruby R. Chandy | | Mgmt | For | For | For |
| | 4 | Elect C. Martin Harris | | Mgmt | For | For | For |
| | 5 | Elect Tyler Jacks | | Mgmt | For | For | For |
| | 6 | Elect R. Alexandra Keith | | Mgmt | For | For | For |
| | 7 | Elect James C. Mullen | | Mgmt | For | For | For |
| | 8 | Elect Lars R. Sorensen | | Mgmt | For | For | For |
| | 9 | Elect Debora L. Spar | | Mgmt | For | For | For |
| | 10 | Elect Scott M. Sperling | | Mgmt | For | For | For |
| | 11 | Elect Dion J. Weisler | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment to the 2013 Stock Incentive Plan | | Mgmt | For | For | For |
| | 16 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Trimble Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TRMB | CUSIP 896239100 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect James C. Dalton | | Mgmt | For | For | For |
| | 1.2 | Elect Borje Ekholm | | Mgmt | For | For | For |
| | 1.3 | Elect Ann Fandozzi | | Mgmt | For | For | For |
| | 1.4 | Elect Kaigham Gabriel | | Mgmt | For | For | For |
| | 1.5 | Elect Meaghan Lloyd | | Mgmt | For | For | For |
| | 1.6 | Elect Sandra MacQuillan | | Mgmt | For | For | For |
| | 1.7 | Elect Robert G. Painter | | Mgmt | For | For | For |
| | 1.8 | Elect Mark S. Peek | | Mgmt | For | For | For |
| | 1.9 | Elect Thomas W. Sweet | | Mgmt | For | For | For |
| | 1.10 | Elect Johan Wibergh | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Twist Bioscience Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TWST | CUSIP 90184D100 | | 02/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director Keith Crandell | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Director Jan Johannessen | | Mgmt | For | Withhold | Against |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| Veeva Systems Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VEEV | CUSIP 922475108 | | 06/21/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Tim Cabral | | Mgmt | For | For | For |
| | 2 | Elect Mark Carges | | Mgmt | For | For | For |
| | 3 | Elect Peter P. Gassner | | Mgmt | For | For | For |
| | 4 | Elect Mary Lynne Hedley | | Mgmt | For | For | For |
| | 5 | Elect Priscilla Hung | | Mgmt | For | For | For |
| | 6 | Elect Tina Hunt | | Mgmt | For | For | For |
| | 7 | Elect Marshall Mohr | | Mgmt | For | For | For |
| | 8 | Elect Gordon Ritter | | Mgmt | For | For | For |
| | 9 | Elect Paul Sekhri | | Mgmt | For | Against | Against |
| | 10 | Elect Matthew J. Wallach | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Amendment to Articles to Eliminate Inoperative Provisions and to Update Other Miscellaneous Provisions | | Mgmt | For | For | For |
| | 13 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
|
|
|
| Verra Mobility Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VRRM | CUSIP 92511U102 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Patrick J. Byrne | | Mgmt | For | For | For |
| | 1.2 | Elect David Roberts | | Mgmt | For | For | For |
| | 1.3 | Elect John H. Rexford | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Amendment to the 2018 Equity Incentive Plan | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Zoetis Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ZTS | CUSIP 98978V103 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Paul M. Bisaro | | Mgmt | For | For | For |
| | 2 | Elect Vanessa Broadhurst | | Mgmt | For | For | For |
| | 3 | Elect Frank A. D'Amelio | | Mgmt | For | For | For |
| | 4 | Elect Michael B. McCallister | | Mgmt | For | For | For |
| | 5 | Elect Gregory Norden | | Mgmt | For | For | For |
| | 6 | Elect Louise M. Parent | | Mgmt | For | For | For |
| | 7 | Elect Kristin C. Peck | | Mgmt | For | For | For |
| | 8 | Elect Robert W. Scully | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Amendment Regarding Ownership Threshold for Shareholders to Call a Special Meeting | | Mgmt | For | For | For |
| | 12 | Shareholder Proposal Regarding Right to Call Special Meeting | | ShrHoldr | Against | Against | For |
|
|
|
| Zscaler, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ZS | CUSIP 98980G102 | | 01/13/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Director Andrew Brown | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Director Scott Darling | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Director David Schneider | | Mgmt | For | Withhold | Against |
| | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
