Form N-PX/A - Annual Report of proxy voting record of management investment companies: [Amend]
17 May 2024 - 8:17PM
Edgar (US Regulatory)
FORM N-PX
ANNUAL
REPORT OF PROXY VOTING RECORD OF
REGISTERED MANAGEMENT INVESTMENT COMPANY
Investment Company Act file number 811-22003
Nuveen Core Equity Alpha Fund
(Exact name of
registrant as specified in charter)
333 West Wacker Drive, Chicago, Illinois 60606
(Address of
principal executive offices) (Zip Code)
David J. Lamb Chief Administrative Officer
(Name and
address of agent for service)
Registrants telephone number, including area code: 312-917-7700
Date of fiscal year-end: December 31
Date of reporting period: June 30, 2023
Item 1. Proxy Voting Record
FORM N-PX
ICA File Number: 811-22003
Registrant Name: Nuveen Core Equity Alpha Fund
Reporting Period: 07/01/2022 -
06/30/2023
Nuveen Core Equity Alpha Fund
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Nuveen Core Equity Alpha Fund
|
ABBOTT LABORATORIES Meeting Date: APR 28, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
Ticker: ABT Security ID: 002824100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Robert J. Alpern |
Management |
For |
For |
1.2 |
Elect Director Claire Babineaux-Fontenot |
Management |
For |
For |
1.3 |
Elect Director Sally E. Blount |
Management |
For |
For |
1.4 |
Elect Director Robert B. Ford |
Management |
For |
For |
1.5 |
Elect Director Paola Gonzalez |
Management |
For |
For |
1.6 |
Elect Director Michelle A. Kumbier |
Management |
For |
For |
1.7 |
Elect Director Darren W. McDew |
Management |
For |
For |
1.8 |
Elect Director Nancy McKinstry |
Management |
For |
For |
1.9 |
Elect Director Michael G. O'Grady |
Management |
For |
For |
1.10 |
Elect Director Michael F. Roman |
Management |
For |
For |
1.11 |
Elect Director Daniel J. Starks |
Management |
For |
For |
1.12 |
Elect Director John G. Stratton |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Reduce Ownership Threshold for Shareholders to Call Special Meeting |
Shareholder |
Against |
Against |
6 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
7 |
Report on Lobbying Payments and Policy |
Shareholder |
Against |
Against |
8 |
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics |
Shareholder |
Against |
Against |
|
ABBVIE INC. Meeting Date: MAY 05, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL |
Ticker: ABBV Security ID: 00287Y109 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Robert J. Alpern |
Management |
For |
For |
1.2 |
Elect Director Melody B. Meyer |
Management |
For |
For |
1.3 |
Elect Director Frederick H. Waddell |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Eliminate Supermajority Vote Requirement |
Management |
For |
For |
5 |
Adopt Simple Majority Vote |
Shareholder |
Against |
Against |
6 |
Report on Congruency of Political Spending with Company Values and Priorities |
Shareholder |
Against |
Against |
7 |
Report on Lobbying Payments and Policy |
Shareholder |
Against |
Against |
8 |
Report on Impact of Extended Patent Exclusivities on Product Access |
Shareholder |
Against |
For |
|
ADOBE INC. Meeting Date: APR 20, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL |
Ticker: ADBE Security ID: 00724F101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Amy Banse |
Management |
For |
For |
1b |
Elect Director Brett Biggs |
Management |
For |
For |
1c |
Elect Director Melanie Boulden |
Management |
For |
For |
1d |
Elect Director Frank Calderoni |
Management |
For |
For |
1e |
Elect Director Laura Desmond |
Management |
For |
For |
1f |
Elect Director Shantanu Narayen |
Management |
For |
For |
1g |
Elect Director Spencer Neumann |
Management |
For |
For |
1h |
Elect Director Kathleen Oberg |
Management |
For |
For |
1i |
Elect Director Dheeraj Pandey |
Management |
For |
For |
1j |
Elect Director David Ricks |
Management |
For |
For |
1k |
Elect Director Daniel Rosensweig |
Management |
For |
For |
1l |
Elect Director John Warnock |
Management |
For |
For |
2 |
Amend Omnibus Stock Plan |
Management |
For |
For |
3 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
4 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
5 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
6 |
Report on Hiring of Persons with Arrest or Incarceration Records |
Shareholder |
Against |
Against |
|
ADVANCED MICRO DEVICES, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL |
Ticker: AMD Security ID: 007903107 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Nora M. Denzel |
Management |
For |
For |
1b |
Elect Director Mark Durcan |
Management |
For |
For |
1c |
Elect Director Michael P. Gregoire |
Management |
For |
For |
1d |
Elect Director Joseph A. Householder |
Management |
For |
For |
1e |
Elect Director John W. Marren |
Management |
For |
For |
1f |
Elect Director Jon A. Olson |
Management |
For |
For |
1g |
Elect Director Lisa T. Su |
Management |
For |
For |
1h |
Elect Director Abhi Y. Talwalkar |
Management |
For |
For |
1i |
Elect Director Elizabeth W. Vanderslice |
Management |
For |
For |
2 |
Approve Omnibus Stock Plan |
Management |
For |
For |
3 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
4 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
5 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
AIRBNB, INC. Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL |
Ticker: ABNB Security ID: 009066101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Nathan Blecharczyk |
Management |
For |
For |
1.2 |
Elect Director Alfred Lin |
Management |
For |
Withhold |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
|
ALLIANT ENERGY CORPORATION Meeting Date: MAY 23, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL |
Ticker: LNT Security ID: 018802108 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Stephanie L. Cox |
Management |
For |
For |
1b |
Elect Director Patrick E. Allen |
Management |
For |
For |
1c |
Elect Director Michael D. Garcia |
Management |
For |
For |
1d |
Elect Director Susan D. Whiting |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
|
ALPHABET INC. Meeting Date: JUN 02, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL |
Ticker: GOOGL Security ID: 02079K305 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Larry Page |
Management |
For |
For |
1b |
Elect Director Sergey Brin |
Management |
For |
For |
1c |
Elect Director Sundar Pichai |
Management |
For |
For |
1d |
Elect Director John L. Hennessy |
Management |
For |
Against |
1e |
Elect Director Frances H. Arnold |
Management |
For |
For |
1f |
Elect Director R. Martin "Marty" Chavez |
Management |
For |
For |
1g |
Elect Director L. John Doerr |
Management |
For |
For |
1h |
Elect Director Roger W. Ferguson, Jr. |
Management |
For |
For |
1i |
Elect Director Ann Mather |
Management |
For |
For |
1j |
Elect Director K. Ram Shriram |
Management |
For |
For |
1k |
Elect Director Robin L. Washington |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Amend Omnibus Stock Plan |
Management |
For |
For |
4 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
Against |
5 |
Advisory Vote on Say on Pay Frequency |
Management |
Three Years |
One Year |
6 |
Report on Lobbying Payments and Policy |
Shareholder |
Against |
For |
7 |
Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties |
Shareholder |
Against |
Against |
8 |
Report on Framework to Assess Company Lobbying Alignment with Climate Goals |
Shareholder |
Against |
Against |
9 |
Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access |
Shareholder |
Against |
Against |
10 |
Report on Risks of Doing Business in Countries with Significant Human Rights Concerns |
Shareholder |
Against |
Against |
11 |
Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology |
Shareholder |
Against |
Against |
12 |
Disclose More Quantitative and Qualitative Information on Algorithmic Systems |
Shareholder |
Against |
Against |
13 |
Report on Alignment of YouTube Policies With Online Safety Regulations |
Shareholder |
Against |
For |
14 |
Report on Content Governance and Censorship |
Shareholder |
Against |
Against |
15 |
Commission Independent Assessment of Effectiveness of Audit and Compliance Committee |
Shareholder |
Against |
Against |
16 |
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders |
Shareholder |
Against |
Against |
17 |
Adopt Share Retention Policy For Senior Executives |
Shareholder |
Against |
Against |
18 |
Approve Recapitalization Plan for all Stock to Have One-vote per Share |
Shareholder |
Against |
For |
|
AMAZON.COM, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL |
Ticker: AMZN Security ID: 023135106 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Jeffrey P. Bezos |
Management |
For |
For |
1b |
Elect Director Andrew R. Jassy |
Management |
For |
For |
1c |
Elect Director Keith B. Alexander |
Management |
For |
For |
1d |
Elect Director Edith W. Cooper |
Management |
For |
For |
1e |
Elect Director Jamie S. Gorelick |
Management |
For |
For |
1f |
Elect Director Daniel P. Huttenlocher |
Management |
For |
For |
1g |
Elect Director Judith A. McGrath |
Management |
For |
For |
1h |
Elect Director Indra K. Nooyi |
Management |
For |
For |
1i |
Elect Director Jonathan J. Rubinstein |
Management |
For |
For |
1j |
Elect Director Patricia Q. Stonesifer |
Management |
For |
For |
1k |
Elect Director Wendell P. Weeks |
Management |
For |
For |
2 |
Ratify Ratification of Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Amend Omnibus Stock Plan |
Management |
For |
For |
6 |
Report on Climate Risk in Retirement Plan Options |
Shareholder |
Against |
Against |
7 |
Report on Customer Due Diligence |
Shareholder |
Against |
Against |
8 |
Revise Transparency Report to Provide Greater Disclosure on Government Requests |
Shareholder |
Against |
Against |
9 |
Report on Government Take Down Requests |
Shareholder |
Against |
Against |
10 |
Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines |
Shareholder |
Against |
For |
11 |
Publish a Tax Transparency Report |
Shareholder |
Against |
Against |
12 |
Report on Climate Lobbying |
Shareholder |
Against |
For |
13 |
Report on Median and Adjusted Gender/Racial Pay Gaps |
Shareholder |
Against |
For |
14 |
Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs |
Shareholder |
Against |
Against |
15 |
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders |
Shareholder |
Against |
Against |
16 |
Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining |
Shareholder |
Against |
For |
17 |
Consider Pay Disparity Between Executives and Other Employees |
Shareholder |
Against |
Against |
18 |
Report on Animal Welfare Standards |
Shareholder |
Against |
Against |
19 |
Establish a Public Policy Committee |
Shareholder |
Against |
Against |
20 |
Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates |
Shareholder |
Against |
Against |
21 |
Commission a Third Party Audit on Working Conditions |
Shareholder |
Against |
Against |
22 |
Report on Efforts to Reduce Plastic Use |
Shareholder |
Against |
Against |
23 |
Commission Third Party Study and Report on Risks Associated with Use of Rekognition |
Shareholder |
Against |
Against |
|
AMERICAN EXPRESS COMPANY Meeting Date: MAY 02, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL |
Ticker: AXP Security ID: 025816109 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Thomas J. Baltimore |
Management |
For |
For |
1b |
Elect Director John J. Brennan |
Management |
For |
For |
1c |
Elect Director Peter Chernin |
Management |
For |
For |
1d |
Elect Director Walter J. Clayton, III |
Management |
For |
For |
1e |
Elect Director Ralph de la Vega |
Management |
For |
For |
1f |
Elect Director Theodore J. Leonsis |
Management |
For |
For |
1g |
Elect Director Deborah P. Majoras |
Management |
For |
For |
1h |
Elect Director Karen L. Parkhill |
Management |
For |
For |
1i |
Elect Director Charles E. Phillips |
Management |
For |
For |
1j |
Elect Director Lynn A. Pike |
Management |
For |
For |
1k |
Elect Director Stephen J. Squeri |
Management |
For |
For |
1l |
Elect Director Daniel L. Vasella |
Management |
For |
For |
1m |
Elect Director Lisa W. Wardell |
Management |
For |
For |
1n |
Elect Director Christopher D. Young |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Submit Severance Agreement (Change-in-Control) to Shareholder Vote |
Shareholder |
Against |
Against |
6 |
Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access |
Shareholder |
Against |
Against |
|
AMERICAN INTERNATIONAL GROUP, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
Ticker: AIG Security ID: 026874784 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Paola Bergamaschi |
Management |
For |
For |
1b |
Elect Director James Cole, Jr. |
Management |
For |
For |
1c |
Elect Director W. Don Cornwell |
Management |
For |
For |
1d |
Elect Director Linda A. Mills |
Management |
For |
For |
1e |
Elect Director Diana M. Murphy |
Management |
For |
For |
1f |
Elect Director Peter R. Porrino |
Management |
For |
For |
1g |
Elect Director John G. Rice |
Management |
For |
For |
1h |
Elect Director Therese M. Vaughan |
Management |
For |
For |
1i |
Elect Director Vanessa A. Wittman |
Management |
For |
For |
1j |
Elect Director Peter Zaffino |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
Against |
3 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
4 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
|
AMERISOURCEBERGEN CORPORATION Meeting Date: MAR 09, 2023 Record Date: JAN 09, 2023 Meeting Type: ANNUAL |
Ticker: ABC Security ID: 03073E105 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Ornella Barra |
Management |
For |
For |
1b |
Elect Director Steven H. Collis |
Management |
For |
For |
1c |
Elect Director D. Mark Durcan |
Management |
For |
For |
1d |
Elect Director Richard W. Gochnauer |
Management |
For |
For |
1e |
Elect Director Lon R. Greenberg |
Management |
For |
For |
1f |
Elect Director Kathleen W. Hyle |
Management |
For |
For |
1g |
Elect Director Lorence H. Kim |
Management |
For |
For |
1h |
Elect Director Henry W. McGee |
Management |
For |
For |
1i |
Elect Director Redonda G. Miller |
Management |
For |
For |
1j |
Elect Director Dennis M. Nally |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Submit Severance Agreement (Change-in-Control) to Shareholder Vote |
Shareholder |
Against |
Against |
|
AMETEK, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL |
Ticker: AME Security ID: 031100100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Thomas A. Amato |
Management |
For |
For |
1b |
Elect Director Anthony J. Conti |
Management |
For |
For |
1c |
Elect Director Gretchen W. McClain |
Management |
For |
Against |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
|
AON PLC Meeting Date: JUN 16, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL |
Ticker: AON Security ID: G0403H108 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Lester B. Knight |
Management |
For |
Against |
1.2 |
Elect Director Gregory C. Case |
Management |
For |
For |
1.3 |
Elect Director Jin-Yong Cai |
Management |
For |
For |
1.4 |
Elect Director Jeffrey C. Campbell |
Management |
For |
For |
1.5 |
Elect Director Fulvio Conti |
Management |
For |
For |
1.6 |
Elect Director Cheryl A. Francis |
Management |
For |
For |
1.7 |
Elect Director Adriana Karaboutis |
Management |
For |
For |
1.8 |
Elect Director Richard C. Notebaert |
Management |
For |
For |
1.9 |
Elect Director Gloria Santona |
Management |
For |
For |
1.10 |
Elect Director Sarah E. Smith |
Management |
For |
For |
1.11 |
Elect Director Byron O. Spruell |
Management |
For |
For |
1.12 |
Elect Director Carolyn Y. Woo |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
5 |
Ratify Ernst & Young Chartered Accountants as Statutory Auditor |
Management |
For |
For |
6 |
Authorise the Audit Committee to Fix Remuneration of Auditors |
Management |
For |
For |
7 |
Amend Omnibus Plan |
Management |
For |
For |
|
APPLE INC. Meeting Date: MAR 10, 2023 Record Date: JAN 09, 2023 Meeting Type: ANNUAL |
Ticker: AAPL Security ID: 037833100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director James Bell |
Management |
For |
For |
1b |
Elect Director Tim Cook |
Management |
For |
For |
1c |
Elect Director Al Gore |
Management |
For |
For |
1d |
Elect Director Alex Gorsky |
Management |
For |
For |
1e |
Elect Director Andrea Jung |
Management |
For |
For |
1f |
Elect Director Art Levinson |
Management |
For |
For |
1g |
Elect Director Monica Lozano |
Management |
For |
For |
1h |
Elect Director Ron Sugar |
Management |
For |
For |
1i |
Elect Director Sue Wagner |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Report on Civil Rights and Non-Discrimination Audit |
Shareholder |
Against |
Against |
6 |
Report on Operations in Communist China |
Shareholder |
Against |
Against |
7 |
Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals |
Shareholder |
Against |
Against |
8 |
Report on Median Gender/Racial Pay Gap |
Shareholder |
Against |
For |
9 |
Amend Proxy Access Right |
Shareholder |
Against |
Against |
|
ARROW ELECTRONICS, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL |
Ticker: ARW Security ID: 042735100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director William F. Austen |
Management |
For |
For |
1.2 |
Elect Director Fabian T. Garcia |
Management |
For |
For |
1.3 |
Elect Director Steven H. Gunby |
Management |
For |
For |
1.4 |
Elect Director Gail E. Hamilton |
Management |
For |
For |
1.5 |
Elect Director Andrew C. Kerin |
Management |
For |
For |
1.6 |
Elect Director Sean J. Kerins |
Management |
For |
For |
1.7 |
Elect Director Carol P. Lowe |
Management |
For |
For |
1.8 |
Elect Director Mary T. McDowell |
Management |
For |
For |
1.9 |
Elect Director Stephen C. Patrick |
Management |
For |
For |
1.10 |
Elect Director Gerry P. Smith |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
BAKER HUGHES COMPANY Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
Ticker: BKR Security ID: 05722G100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director W. Geoffrey Beattie |
Management |
For |
For |
1.2 |
Elect Director Gregory D. Brenneman |
Management |
For |
For |
1.3 |
Elect Director Cynthia B. Carroll |
Management |
For |
For |
1.4 |
Elect Director Nelda J. Connors |
Management |
For |
For |
1.5 |
Elect Director Michael R. Dumais |
Management |
For |
For |
1.6 |
Elect Director Lynn L. Elsenhans |
Management |
For |
For |
1.7 |
Elect Director John G. Rice |
Management |
For |
For |
1.8 |
Elect Director Lorenzo Simonelli |
Management |
For |
For |
1.9 |
Elect Director Mohsen Sohi |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
BANK OF AMERICA CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
Ticker: BAC Security ID: 060505104 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Sharon L. Allen |
Management |
For |
For |
1b |
Elect Director Jose (Joe) E. Almeida |
Management |
For |
For |
1c |
Elect Director Frank P. Bramble, Sr. |
Management |
For |
For |
1d |
Elect Director Pierre J.P. de Weck |
Management |
For |
For |
1e |
Elect Director Arnold W. Donald |
Management |
For |
For |
1f |
Elect Director Linda P. Hudson |
Management |
For |
For |
1g |
Elect Director Monica C. Lozano |
Management |
For |
For |
1h |
Elect Director Brian T. Moynihan |
Management |
For |
For |
1i |
Elect Director Lionel L. Nowell, III |
Management |
For |
For |
1j |
Elect Director Denise L. Ramos |
Management |
For |
For |
1k |
Elect Director Clayton S. Rose |
Management |
For |
For |
1l |
Elect Director Michael D. White |
Management |
For |
For |
1m |
Elect Director Thomas D. Woods |
Management |
For |
For |
1n |
Elect Director Maria T. Zuber |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
Against |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
5 |
Amend Omnibus Stock Plan |
Management |
For |
For |
6 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
7 |
Submit Severance Agreement (Change-in-Control) to Shareholder Vote |
Shareholder |
Against |
Against |
8 |
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting |
Shareholder |
Against |
Against |
9 |
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets |
Shareholder |
Against |
For |
10 |
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development |
Shareholder |
Against |
Against |
11 |
Commission Third Party Racial Equity Audit |
Shareholder |
Against |
For |
|
BERKSHIRE HATHAWAY INC. Meeting Date: MAY 06, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL |
Ticker: BRK.B Security ID: 084670702 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Warren E. Buffett |
Management |
For |
For |
1.2 |
Elect Director Charles T. Munger |
Management |
For |
For |
1.3 |
Elect Director Gregory E. Abel |
Management |
For |
For |
1.4 |
Elect Director Howard G. Buffett |
Management |
For |
For |
1.5 |
Elect Director Susan A. Buffett |
Management |
For |
For |
1.6 |
Elect Director Stephen B. Burke |
Management |
For |
For |
1.7 |
Elect Director Kenneth I. Chenault |
Management |
For |
For |
1.8 |
Elect Director Christopher C. Davis |
Management |
For |
Withhold |
1.9 |
Elect Director Susan L. Decker |
Management |
For |
Withhold |
1.10 |
Elect Director Charlotte Guyman |
Management |
For |
Withhold |
1.11 |
Elect Director Ajit Jain |
Management |
For |
For |
1.12 |
Elect Director Thomas S. Murphy, Jr. |
Management |
For |
For |
1.13 |
Elect Director Ronald L. Olson |
Management |
For |
For |
1.14 |
Elect Director Wallace R. Weitz |
Management |
For |
Withhold |
1.15 |
Elect Director Meryl B. Witmer |
Management |
For |
Withhold |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
Against |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
Three Years |
One Year |
4 |
Report on Physical and Transitional Climate-Related Risks and Opportunities |
Shareholder |
Against |
For |
5 |
Report on Audit Committee's Oversight on Climate Risks and Disclosures |
Shareholder |
Against |
For |
6 |
Report If and How Company Will Measure, Disclose and Reduce GHG Emissions |
Shareholder |
Against |
For |
7 |
Report on Effectiveness of Diversity, Equity, and Inclusion Efforts |
Shareholder |
Against |
For |
8 |
Require Independent Board Chair |
Shareholder |
Against |
For |
9 |
Encourage Senior Management Commitment to Avoid Political Speech |
Shareholder |
Against |
Against |
|
BJ'S WHOLESALE CLUB HOLDINGS, INC. Meeting Date: JUN 15, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL |
Ticker: BJ Security ID: 05550J101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Chris Baldwin |
Management |
For |
For |
1.2 |
Elect Director Darryl Brown |
Management |
For |
For |
1.3 |
Elect Director Bob Eddy |
Management |
For |
For |
1.4 |
Elect Director Michelle Gloeckler |
Management |
For |
For |
1.5 |
Elect Director Maile Naylor (nee Clark) |
Management |
For |
For |
1.6 |
Elect Director Ken Parent |
Management |
For |
For |
1.7 |
Elect Director Chris Peterson |
Management |
For |
For |
1.8 |
Elect Director Rob Steele |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
|
BRIXMOR PROPERTY GROUP INC. Meeting Date: APR 26, 2023 Record Date: FEB 09, 2023 Meeting Type: ANNUAL |
Ticker: BRX Security ID: 11120U105 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director James M. Taylor, Jr. |
Management |
For |
For |
1.2 |
Elect Director Michael Berman |
Management |
For |
For |
1.3 |
Elect Director Julie Bowerman |
Management |
For |
For |
1.4 |
Elect Director Sheryl M. Crosland |
Management |
For |
For |
1.5 |
Elect Director Thomas W. Dickson |
Management |
For |
For |
1.6 |
Elect Director Daniel B. Hurwitz |
Management |
For |
For |
1.7 |
Elect Director Sandra A. J. Lawrence |
Management |
For |
For |
1.8 |
Elect Director William D. Rahm |
Management |
For |
For |
2 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
|
BROADCOM INC. Meeting Date: APR 03, 2023 Record Date: FEB 06, 2023 Meeting Type: ANNUAL |
Ticker: AVGO Security ID: 11135F101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Diane M. Bryant |
Management |
For |
For |
1b |
Elect Director Gayla J. Delly |
Management |
For |
For |
1c |
Elect Director Raul J. Fernandez |
Management |
For |
For |
1d |
Elect Director Eddy W. Hartenstein |
Management |
For |
For |
1e |
Elect Director Check Kian Low |
Management |
For |
For |
1f |
Elect Director Justine F. Page |
Management |
For |
For |
1g |
Elect Director Henry Samueli |
Management |
For |
For |
1h |
Elect Director Hock E. Tan |
Management |
For |
For |
1i |
Elect Director Harry L. You |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Amend Omnibus Stock Plan |
Management |
For |
For |
4 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
Against |
5 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
BROWN & BROWN, INC. Meeting Date: MAY 03, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL |
Ticker: BRO Security ID: 115236101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director J. Hyatt Brown |
Management |
For |
For |
1.2 |
Elect Director J. Powell Brown |
Management |
For |
For |
1.3 |
Elect Director Lawrence L. Gellerstedt, III |
Management |
For |
For |
1.4 |
Elect Director James C. Hays |
Management |
For |
For |
1.5 |
Elect Director Theodore J. Hoepner |
Management |
For |
For |
1.6 |
Elect Director James S. Hunt |
Management |
For |
For |
1.7 |
Elect Director Toni Jennings |
Management |
For |
For |
1.8 |
Elect Director Timothy R.M. Main |
Management |
For |
For |
1.9 |
Elect Director Jaymin B. Patel |
Management |
For |
For |
1.10 |
Elect Director H. Palmer Proctor, Jr. |
Management |
For |
Withhold |
1.11 |
Elect Director Wendell S. Reilly |
Management |
For |
For |
1.12 |
Elect Director Chilton D. Varner |
Management |
For |
For |
2 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
BUNGE LIMITED Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
Ticker: BG Security ID: G16962105 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Eliane Aleixo Lustosa de Andrade |
Management |
For |
For |
1b |
Elect Director Sheila Bair |
Management |
For |
For |
1c |
Elect Director Carol Browner |
Management |
For |
For |
1d |
Elect Director David Fransen *Withdrawn* |
Management |
None |
None |
1e |
Elect Director Gregory Heckman |
Management |
For |
For |
1f |
Elect Director Bernardo Hees |
Management |
For |
For |
1g |
Elect Director Michael Kobori |
Management |
For |
For |
1h |
Elect Director Monica McGurk |
Management |
For |
For |
1i |
Elect Director Kenneth Simril |
Management |
For |
For |
1j |
Elect Director Henry "Jay" Winship |
Management |
For |
For |
1k |
Elect Director Mark Zenuk |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration |
Management |
For |
For |
5 |
Submit Severance Agreement (Change-in-Control) to Shareholder Vote |
Shareholder |
Against |
Against |
|
CADENCE DESIGN SYSTEMS, INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL |
Ticker: CDNS Security ID: 127387108 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Mark W. Adams |
Management |
For |
For |
1.2 |
Elect Director Ita Brennan |
Management |
For |
For |
1.3 |
Elect Director Lewis Chew |
Management |
For |
For |
1.4 |
Elect Director Anirudh Devgan |
Management |
For |
For |
1.5 |
Elect Director ML Krakauer |
Management |
For |
For |
1.6 |
Elect Director Julia Liuson |
Management |
For |
For |
1.7 |
Elect Director James D. Plummer |
Management |
For |
For |
1.8 |
Elect Director Alberto Sangiovanni-Vincentelli |
Management |
For |
For |
1.9 |
Elect Director John B. Shoven |
Management |
For |
For |
1.10 |
Elect Director Young K. Sohn |
Management |
For |
For |
2 |
Amend Omnibus Stock Plan |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
6 |
Remove One-Year Holding Period Requirement to Call Special Meeting |
Shareholder |
Against |
Against |
|
CENTENE CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
Ticker: CNC Security ID: 15135B101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Jessica L. Blume |
Management |
For |
For |
1b |
Elect Director Kenneth A. Burdick |
Management |
For |
For |
1c |
Elect Director Christopher J. Coughlin |
Management |
For |
For |
1d |
Elect Director H. James Dallas |
Management |
For |
For |
1e |
Elect Director Wayne S. DeVeydt |
Management |
For |
For |
1f |
Elect Director Frederick H. Eppinger |
Management |
For |
For |
1g |
Elect Director Monte E. Ford |
Management |
For |
For |
1h |
Elect Director Sarah M. London |
Management |
For |
For |
1i |
Elect Director Lori J. Robinson |
Management |
For |
For |
1j |
Elect Director Theodore R. Samuels |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
5 |
Submit Severance Agreement (Change-in-Control) to Shareholder Vote |
Shareholder |
Against |
Against |
6 |
Report on Maternal Morbidity Reduction Metrics in Executive Compensation |
Shareholder |
Against |
Against |
|
CHEVRON CORPORATION Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL |
Ticker: CVX Security ID: 166764100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Wanda M. Austin |
Management |
For |
For |
1b |
Elect Director John B. Frank |
Management |
For |
For |
1c |
Elect Director Alice P. Gast |
Management |
For |
For |
1d |
Elect Director Enrique Hernandez, Jr. |
Management |
For |
For |
1e |
Elect Director Marillyn A. Hewson |
Management |
For |
For |
1f |
Elect Director Jon M. Huntsman, Jr. |
Management |
For |
For |
1g |
Elect Director Charles W. Moorman |
Management |
For |
For |
1h |
Elect Director Dambisa F. Moyo |
Management |
For |
For |
1i |
Elect Director Debra Reed-Klages |
Management |
For |
For |
1j |
Elect Director D. James Umpleby, III |
Management |
For |
For |
1k |
Elect Director Cynthia J. Warner |
Management |
For |
For |
1l |
Elect Director Michael K. (Mike) Wirth |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Rescind Scope 3 GHG Reduction Proposal |
Shareholder |
Against |
Against |
6 |
Adopt Medium-Term Scope 3 GHG Reduction Target |
Shareholder |
Against |
Against |
7 |
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures |
Shareholder |
Against |
For |
8 |
Establish Board Committee on Decarbonization Risk |
Shareholder |
Against |
Against |
9 |
Report on Social Impact From Plant Closure or Energy Transition |
Shareholder |
Against |
For |
10 |
Oversee and Report a Racial Equity Audit |
Shareholder |
Against |
Against |
11 |
Publish a Tax Transparency Report |
Shareholder |
Against |
Against |
12 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
|
CHUBB LIMITED Meeting Date: MAY 17, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL |
Ticker: CB Security ID: H1467J104 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1 |
Accept Financial Statements and Statutory Reports |
Management |
For |
For |
2.1 |
Allocate Disposable Profit |
Management |
For |
For |
2.2 |
Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount |
Management |
For |
For |
3 |
Approve Discharge of Board of Directors |
Management |
For |
For |
4.1 |
Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor |
Management |
For |
For |
4.2 |
Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm |
Management |
For |
For |
4.3 |
Ratify BDO AG (Zurich) as Special Audit Firm |
Management |
For |
For |
5.1 |
Elect Director Evan G. Greenberg |
Management |
For |
For |
5.2 |
Elect Director Michael P. Connors |
Management |
For |
Against |
5.3 |
Elect Director Michael G. Atieh |
Management |
For |
For |
5.4 |
Elect Director Kathy Bonanno |
Management |
For |
For |
5.5 |
Elect Director Nancy K. Buese |
Management |
For |
For |
5.6 |
Elect Director Sheila P. Burke |
Management |
For |
For |
5.7 |
Elect Director Michael L. Corbat |
Management |
For |
For |
5.8 |
Elect Director Robert J. Hugin |
Management |
For |
For |
5.9 |
Elect Director Robert W. Scully |
Management |
For |
For |
5.10 |
Elect Director Theodore E. Shasta |
Management |
For |
For |
5.11 |
Elect Director David H. Sidwell |
Management |
For |
For |
5.12 |
Elect Director Olivier Steimer |
Management |
For |
For |
5.13 |
Elect Director Frances F. Townsend |
Management |
For |
Against |
6 |
Elect Evan G. Greenberg as Board Chairman |
Management |
For |
For |
7.1 |
Elect Michael P. Connors as Member of the Compensation Committee |
Management |
For |
For |
7.2 |
Elect David H. Sidwell as Member of the Compensation Committee |
Management |
For |
For |
7.3 |
Elect Frances F. Townsend as Member of the Compensation Committee |
Management |
For |
For |
8 |
Designate Homburger AG as Independent Proxy |
Management |
For |
For |
9.1 |
Amend Articles Relating to Swiss Corporate Law Updates |
Management |
For |
For |
9.2 |
Amend Articles to Advance Notice Period |
Management |
For |
For |
10.1 |
Cancel Repurchased Shares |
Management |
For |
For |
10.2 |
Reduction of Par Value |
Management |
For |
For |
11.1 |
Approve Remuneration of Directors in the Amount of USD 5.5 Million |
Management |
For |
For |
11.2 |
Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 |
Management |
For |
For |
11.3 |
Approve Remuneration Report |
Management |
For |
For |
12 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
13 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
14 |
Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal |
Shareholder |
Against |
Against |
15 |
Report on Human Rights Risk Assessment |
Shareholder |
Against |
Against |
|
CITIGROUP INC. Meeting Date: APR 25, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL |
Ticker: C Security ID: 172967424 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Ellen M. Costello |
Management |
For |
For |
1b |
Elect Director Grace E. Dailey |
Management |
For |
For |
1c |
Elect Director Barbara J. Desoer |
Management |
For |
For |
1d |
Elect Director John C. Dugan |
Management |
For |
For |
1e |
Elect Director Jane N. Fraser |
Management |
For |
For |
1f |
Elect Director Duncan P. Hennes |
Management |
For |
For |
1g |
Elect Director Peter B. Henry |
Management |
For |
For |
1h |
Elect Director S. Leslie Ireland |
Management |
For |
For |
1i |
Elect Director Renee J. James |
Management |
For |
For |
1j |
Elect Director Gary M. Reiner |
Management |
For |
For |
1k |
Elect Director Diana L. Taylor |
Management |
For |
For |
1l |
Elect Director James S. Turley |
Management |
For |
For |
1m |
Elect Director Casper W. von Koskull |
Management |
For |
For |
2 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Amend Omnibus Stock Plan |
Management |
For |
For |
5 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
6 |
Submit Severance Agreement (Change-in-Control) to Shareholder Vote |
Shareholder |
Against |
Against |
7 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
8 |
Report on Respecting Indigenous Peoples' Rights |
Shareholder |
Against |
Against |
9 |
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development |
Shareholder |
Against |
Against |
|
CME GROUP INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL |
Ticker: CME Security ID: 12572Q105 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Terrence A. Duffy |
Management |
For |
For |
1b |
Elect Director Kathryn Benesh |
Management |
For |
For |
1c |
Elect Director Timothy S. Bitsberger |
Management |
For |
For |
1d |
Elect Director Charles P. Carey |
Management |
For |
Against |
1e |
Elect Director Bryan T. Durkin |
Management |
For |
For |
1f |
Elect Director Harold Ford, Jr. |
Management |
For |
For |
1g |
Elect Director Martin J. Gepsman |
Management |
For |
For |
1h |
Elect Director Larry G. Gerdes |
Management |
For |
For |
1i |
Elect Director Daniel R. Glickman |
Management |
For |
For |
1j |
Elect Director Daniel G. Kaye |
Management |
For |
For |
1k |
Elect Director Phyllis M. Lockett |
Management |
For |
Against |
1l |
Elect Director Deborah J. Lucas |
Management |
For |
For |
1m |
Elect Director Terry L. Savage |
Management |
For |
For |
1n |
Elect Director Rahael Seifu |
Management |
For |
For |
1o |
Elect Director William R. Shepard |
Management |
For |
For |
1p |
Elect Director Howard J. Siegel |
Management |
For |
For |
1q |
Elect Director Dennis A. Suskind |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
Against |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
COLGATE-PALMOLIVE COMPANY Meeting Date: MAY 12, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
Ticker: CL Security ID: 194162103 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director John P. Bilbrey |
Management |
For |
For |
1b |
Elect Director John T. Cahill |
Management |
For |
For |
1c |
Elect Director Steve Cahillane |
Management |
For |
For |
1d |
Elect Director Lisa M. Edwards |
Management |
For |
For |
1e |
Elect Director C. Martin Harris |
Management |
For |
For |
1f |
Elect Director Martina Hund-Mejean |
Management |
For |
For |
1g |
Elect Director Kimberly A. Nelson |
Management |
For |
For |
1h |
Elect Director Lorrie M. Norrington |
Management |
For |
For |
1i |
Elect Director Michael B. Polk |
Management |
For |
For |
1j |
Elect Director Stephen I. Sadove |
Management |
For |
For |
1k |
Elect Director Noel R. Wallace |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
6 |
Adopt Share Retention Policy For Senior Executives |
Shareholder |
Against |
Against |
|
COMCAST CORPORATION Meeting Date: JUN 07, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL |
Ticker: CMCSA Security ID: 20030N101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Kenneth J. Bacon |
Management |
For |
Withhold |
1.2 |
Elect Director Thomas J. Baltimore, Jr. |
Management |
For |
For |
1.3 |
Elect Director Madeline S. Bell |
Management |
For |
For |
1.4 |
Elect Director Edward D. Breen |
Management |
For |
For |
1.5 |
Elect Director Gerald L. Hassell |
Management |
For |
For |
1.6 |
Elect Director Jeffrey A. Honickman |
Management |
For |
For |
1.7 |
Elect Director Maritza G. Montiel |
Management |
For |
For |
1.8 |
Elect Director Asuka Nakahara |
Management |
For |
For |
1.9 |
Elect Director David C. Novak |
Management |
For |
For |
1.10 |
Elect Director Brian L. Roberts |
Management |
For |
For |
2 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
3 |
Approve Omnibus Stock Plan |
Management |
For |
For |
4 |
Amend Qualified Employee Stock Purchase Plan |
Management |
For |
For |
5 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
6 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
7 |
Oversee and Report on a Racial Equity Audit |
Shareholder |
Against |
Against |
8 |
Report on Climate Risk in Retirement Plan Options |
Shareholder |
Against |
Against |
9 |
Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal |
Shareholder |
Against |
Against |
10 |
Report on Congruency of Political Spending with Company Values and Priorities |
Shareholder |
Against |
Against |
11 |
Report on Risks Related to Operations in China |
Shareholder |
Against |
Against |
|
CONCENTRIX CORPORATION Meeting Date: MAR 23, 2023 Record Date: JAN 25, 2023 Meeting Type: ANNUAL |
Ticker: CNXC Security ID: 20602D101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Chris Caldwell |
Management |
For |
For |
1b |
Elect Director Teh-Chien Chou |
Management |
For |
For |
1c |
Elect Director LaVerne H. Council |
Management |
For |
For |
1d |
Elect Director Jennifer Deason |
Management |
For |
For |
1e |
Elect Director Kathryn Hayley |
Management |
For |
For |
1f |
Elect Director Kathryn Marinello |
Management |
For |
For |
1g |
Elect Director Dennis Polk |
Management |
For |
For |
1h |
Elect Director Ann Vezina |
Management |
For |
For |
2 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
|
CONOCOPHILLIPS Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
Ticker: COP Security ID: 20825C104 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Dennis V. Arriola |
Management |
For |
For |
1b |
Elect Director Jody Freeman |
Management |
For |
For |
1c |
Elect Director Gay Huey Evans |
Management |
For |
For |
1d |
Elect Director Jeffrey A. Joerres |
Management |
For |
For |
1e |
Elect Director Ryan M. Lance |
Management |
For |
For |
1f |
Elect Director Timothy A. Leach |
Management |
For |
For |
1g |
Elect Director William H. McRaven |
Management |
For |
For |
1h |
Elect Director Sharmila Mulligan |
Management |
For |
For |
1i |
Elect Director Eric D. Mullins |
Management |
For |
For |
1j |
Elect Director Arjun N. Murti |
Management |
For |
For |
1k |
Elect Director Robert A. Niblock |
Management |
For |
For |
1l |
Elect Director David T. Seaton |
Management |
For |
For |
1m |
Elect Director R.A. Walker |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
None |
One Year |
5 |
Provide Right to Call Special Meeting |
Management |
For |
For |
6 |
Approve Omnibus Stock Plan |
Management |
For |
For |
7 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
8 |
Adopt Share Retention Policy For Senior Executives |
Shareholder |
Against |
Against |
9 |
Report on Tax Transparency |
Shareholder |
Against |
Against |
10 |
Report on Lobbying Payments and Policy |
Shareholder |
Against |
Against |
|
CSX CORPORATION Meeting Date: MAY 10, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL |
Ticker: CSX Security ID: 126408103 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Donna M. Alvarado |
Management |
For |
For |
1b |
Elect Director Thomas P. Bostick |
Management |
For |
For |
1c |
Elect Director Steven T. Halverson |
Management |
For |
For |
1d |
Elect Director Paul C. Hilal |
Management |
For |
For |
1e |
Elect Director Joseph R. Hinrichs |
Management |
For |
For |
1f |
Elect Director David M. Moffett |
Management |
For |
For |
1g |
Elect Director Linda H. Riefler |
Management |
For |
For |
1h |
Elect Director Suzanne M. Vautrinot |
Management |
For |
For |
1i |
Elect Director James L. Wainscott |
Management |
For |
For |
1j |
Elect Director J. Steven Whisler |
Management |
For |
For |
1k |
Elect Director John J. Zillmer |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
CVS HEALTH CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
Ticker: CVS Security ID: 126650100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Fernando Aguirre |
Management |
For |
For |
1b |
Elect Director Jeffrey R. Balser |
Management |
For |
For |
1c |
Elect Director C. David Brown, II |
Management |
For |
For |
1d |
Elect Director Alecia A. DeCoudreaux |
Management |
For |
For |
1e |
Elect Director Nancy-Ann M. DeParle |
Management |
For |
For |
1f |
Elect Director Roger N. Farah |
Management |
For |
For |
1g |
Elect Director Anne M. Finucane |
Management |
For |
For |
1h |
Elect Director Edward J. Ludwig |
Management |
For |
For |
1i |
Elect Director Karen S. Lynch |
Management |
For |
For |
1j |
Elect Director Jean-Pierre Millon |
Management |
For |
For |
1k |
Elect Director Mary L. Schapiro |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Adopt a Paid Sick Leave Policy |
Shareholder |
Against |
Against |
6 |
Reduce Ownership Threshold for Shareholders to Call Special Meeting |
Shareholder |
Against |
Against |
7 |
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders |
Shareholder |
Against |
Against |
8 |
Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights |
Shareholder |
Against |
Against |
9 |
Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company |
Shareholder |
Against |
Against |
|
DANAHER CORPORATION Meeting Date: MAY 09, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL |
Ticker: DHR Security ID: 235851102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Rainer M. Blair |
Management |
For |
For |
1b |
Elect Director Feroz Dewan |
Management |
For |
For |
1c |
Elect Director Linda Filler |
Management |
For |
Against |
1d |
Elect Director Teri List |
Management |
For |
For |
1e |
Elect Director Walter G. Lohr, Jr. |
Management |
For |
For |
1f |
Elect Director Jessica L. Mega |
Management |
For |
For |
1g |
Elect Director Mitchell P. Rales |
Management |
For |
For |
1h |
Elect Director Steven M. Rales |
Management |
For |
For |
1i |
Elect Director Pardis C. Sabeti |
Management |
For |
For |
1j |
Elect Director A. Shane Sanders |
Management |
For |
For |
1k |
Elect Director John T. Schwieters |
Management |
For |
For |
1l |
Elect Director Alan G. Spoon |
Management |
For |
For |
1m |
Elect Director Raymond C. Stevens |
Management |
For |
For |
1n |
Elect Director Elias A. Zerhouni |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Require Independent Board Chair |
Shareholder |
Against |
For |
6 |
Report on Effectiveness of Diversity, Equity, and Inclusion Efforts |
Shareholder |
Against |
Against |
|
DEXCOM, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL |
Ticker: DXCM Security ID: 252131107 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Steven R. Altman |
Management |
For |
For |
1.2 |
Elect Director Richard A. Collins |
Management |
For |
For |
1.3 |
Elect Director Karen Dahut |
Management |
For |
For |
1.4 |
Elect Director Mark G. Foletta |
Management |
For |
For |
1.5 |
Elect Director Barbara E. Kahn |
Management |
For |
For |
1.6 |
Elect Director Kyle Malady |
Management |
For |
For |
1.7 |
Elect Director Eric J. Topol |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Report on Median Gender/Racial Pay Gap |
Shareholder |
Against |
For |
|
EATON CORPORATION PLC Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL |
Ticker: ETN Security ID: G29183103 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Craig Arnold |
Management |
For |
For |
1b |
Elect Director Olivier Leonetti |
Management |
For |
For |
1c |
Elect Director Silvio Napoli |
Management |
For |
For |
1d |
Elect Director Gregory R. Page |
Management |
For |
For |
1e |
Elect Director Sandra Pianalto |
Management |
For |
For |
1f |
Elect Director Robert V. Pragada |
Management |
For |
For |
1g |
Elect Director Lori J. Ryerkerk |
Management |
For |
For |
1h |
Elect Director Gerald B. Smith |
Management |
For |
For |
1i |
Elect Director Dorothy C. Thompson |
Management |
For |
For |
1j |
Elect Director Darryl L. Wilson |
Management |
For |
For |
2 |
Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Authorize Issue of Equity with Pre-emptive Rights |
Management |
For |
For |
6 |
Authorise Issue of Equity without Pre-emptive Rights |
Management |
For |
For |
7 |
Authorize Share Repurchase of Issued Share Capital |
Management |
For |
For |
|
ECOLAB INC. Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL |
Ticker: ECL Security ID: 278865100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Shari L. Ballard |
Management |
For |
For |
1b |
Elect Director Barbara J. Beck |
Management |
For |
For |
1c |
Elect Director Christophe Beck |
Management |
For |
For |
1d |
Elect Director Jeffrey M. Ettinger |
Management |
For |
For |
1e |
Elect Director Eric M. Green |
Management |
For |
For |
1f |
Elect Director Arthur J. Higgins |
Management |
For |
For |
1g |
Elect Director Michael Larson |
Management |
For |
For |
1h |
Elect Director David W. MacLennan |
Management |
For |
For |
1i |
Elect Director Tracy B. McKibben |
Management |
For |
For |
1j |
Elect Director Lionel L. Nowell, III |
Management |
For |
For |
1k |
Elect Director Victoria J. Reich |
Management |
For |
For |
1l |
Elect Director Suzanne M. Vautrinot |
Management |
For |
For |
1m |
Elect Director John J. Zillmer |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Approve Omnibus Stock Plan |
Management |
For |
For |
4 |
Amend Nonqualified Employee Stock Purchase Plan |
Management |
For |
For |
5 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
Against |
6 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
7 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
|
EDWARDS LIFESCIENCES CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
Ticker: EW Security ID: 28176E108 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Kieran T. Gallahue |
Management |
For |
For |
1.2 |
Elect Director Leslie S. Heisz |
Management |
For |
For |
1.3 |
Elect Director Paul A. LaViolette |
Management |
For |
For |
1.4 |
Elect Director Steven R. Loranger |
Management |
For |
For |
1.5 |
Elect Director Martha H. Marsh |
Management |
For |
For |
1.6 |
Elect Director Michael A. Mussallem |
Management |
For |
For |
1.7 |
Elect Director Ramona Sequeira |
Management |
For |
For |
1.8 |
Elect Director Nicholas J. Valeriani |
Management |
For |
For |
1.9 |
Elect Director Bernard J. Zovighian |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
5 |
Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers |
Management |
For |
For |
6 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
|
ELEVANCE HEALTH, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
Ticker: ELV Security ID: 036752103 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Gail K. Boudreaux |
Management |
For |
For |
1.2 |
Elect Director R. Kerry Clark |
Management |
For |
For |
1.3 |
Elect Director Robert L. Dixon, Jr. |
Management |
For |
For |
1.4 |
Elect Director Deanna D. Strable |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
5 |
Reduce Ownership Threshold for Shareholders to Call Special Meeting |
Shareholder |
Against |
Against |
6 |
Annually Report Third Party Political Contributions |
Shareholder |
Against |
Against |
|
ELI LILLY AND COMPANY Meeting Date: MAY 01, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL |
Ticker: LLY Security ID: 532457108 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director William G. Kaelin, Jr. |
Management |
For |
Against |
1b |
Elect Director David A. Ricks |
Management |
For |
For |
1c |
Elect Director Marschall S. Runge |
Management |
For |
For |
1d |
Elect Director Karen Walker |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
5 |
Declassify the Board of Directors |
Management |
For |
For |
6 |
Eliminate Supermajority Vote Requirement |
Management |
For |
For |
7 |
Report on Lobbying Payments and Policy |
Shareholder |
Against |
For |
8 |
Adopt Simple Majority Vote |
Shareholder |
Against |
For |
9 |
Report on Impact of Extended Patent Exclusivities on Product Access |
Shareholder |
Against |
For |
10 |
Report on Risks of Supporting Abortion |
Shareholder |
Against |
Against |
11 |
Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements |
Shareholder |
Against |
Against |
12 |
Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics |
Shareholder |
Against |
For |
13 |
Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities |
Shareholder |
Against |
Against |
|
ENPHASE ENERGY, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL |
Ticker: ENPH Security ID: 29355A107 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Jamie Haenggi |
Management |
For |
Withhold |
1.2 |
Elect Director Benjamin Kortlang |
Management |
For |
Withhold |
1.3 |
Elect Director Richard Mora |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
|
EOG RESOURCES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL |
Ticker: EOG Security ID: 26875P101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Janet F. Clark |
Management |
For |
For |
1b |
Elect Director Charles R. Crisp |
Management |
For |
For |
1c |
Elect Director Robert P. Daniels |
Management |
For |
For |
1d |
Elect Director Lynn A. Dugle |
Management |
For |
For |
1e |
Elect Director C. Christopher Gaut |
Management |
For |
For |
1f |
Elect Director Michael T. Kerr |
Management |
For |
For |
1g |
Elect Director Julie J. Robertson |
Management |
For |
For |
1h |
Elect Director Donald F. Textor |
Management |
For |
For |
1i |
Elect Director Ezra Y. Yacob |
Management |
For |
For |
2 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
EVERGY, INC. Meeting Date: MAY 02, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
Ticker: EVRG Security ID: 30034W106 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director David A. Campbell |
Management |
For |
For |
1b |
Elect Director Thomas D. Hyde |
Management |
For |
For |
1c |
Elect Director B. Anthony Isaac |
Management |
For |
For |
1d |
Elect Director Paul M. Keglevic |
Management |
For |
For |
1e |
Elect Director Mary L. Landrieu |
Management |
For |
For |
1f |
Elect Director Sandra A.J. Lawrence |
Management |
For |
For |
1g |
Elect Director Ann D. Murtlow |
Management |
For |
For |
1h |
Elect Director Sandra J. Price |
Management |
For |
For |
1i |
Elect Director Mark A. Ruelle |
Management |
For |
For |
1j |
Elect Director James Scarola |
Management |
For |
For |
1k |
Elect Director C. John Wilder |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
|
EXELON CORPORATION Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
Ticker: EXC Security ID: 30161N101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Anthony Anderson |
Management |
For |
For |
1b |
Elect Director W. Paul Bowers |
Management |
For |
For |
1c |
Elect Director Calvin G. Butler, Jr. |
Management |
For |
For |
1d |
Elect Director Marjorie Rodgers Cheshire |
Management |
For |
For |
1e |
Elect Director Linda Jojo |
Management |
For |
For |
1f |
Elect Director Charisse Lillie |
Management |
For |
For |
1g |
Elect Director Matthew Rogers |
Management |
For |
For |
1h |
Elect Director John Young |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
EXXON MOBIL CORPORATION Meeting Date: MAY 31, 2023 Record Date: APR 05, 2023 Meeting Type: ANNUAL |
Ticker: XOM Security ID: 30231G102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Michael J. Angelakis |
Management |
For |
For |
1.2 |
Elect Director Susan K. Avery |
Management |
For |
For |
1.3 |
Elect Director Angela F. Braly |
Management |
For |
For |
1.4 |
Elect Director Gregory J. Goff |
Management |
For |
For |
1.5 |
Elect Director John D. Harris, II |
Management |
For |
For |
1.6 |
Elect Director Kaisa H. Hietala |
Management |
For |
For |
1.7 |
Elect Director Joseph L. Hooley |
Management |
For |
For |
1.8 |
Elect Director Steven A. Kandarian |
Management |
For |
For |
1.9 |
Elect Director Alexander A. Karsner |
Management |
For |
For |
1.10 |
Elect Director Lawrence W. Kellner |
Management |
For |
For |
1.11 |
Elect Director Jeffrey W. Ubben |
Management |
For |
For |
1.12 |
Elect Director Darren W. Woods |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Establish Board Committee on Decarbonization Risk |
Shareholder |
Against |
Against |
6 |
Reduce Executive Stock Holding Period |
Shareholder |
Against |
Against |
7 |
Report on Carbon Capture and Storage |
Shareholder |
Against |
Against |
8 |
Report on Methane Emission Disclosure Reliability |
Shareholder |
Against |
For |
9 |
Adopt Medium-Term Scope 3 GHG Reduction Target |
Shareholder |
Against |
Against |
10 |
Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana |
Shareholder |
Against |
Against |
11 |
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures |
Shareholder |
Against |
For |
12 |
Report on Asset Retirement Obligations Under IEA NZE Scenario |
Shareholder |
Against |
For |
13 |
Commission Audited Report on Reduced Plastics Demand |
Shareholder |
Against |
Against |
14 |
Report on Potential Costs of Environmental Litigation |
Shareholder |
Against |
Against |
15 |
Publish a Tax Transparency Report |
Shareholder |
Against |
Against |
16 |
Report on Social Impact From Plant Closure or Energy Transition |
Shareholder |
Against |
For |
17 |
Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* |
Shareholder |
None |
None |
|
FIDELITY NATIONAL INFORMATION SERVICES, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL |
Ticker: FIS Security ID: 31620M106 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Lee Adrean |
Management |
For |
For |
1b |
Elect Director Ellen R. Alemany |
Management |
For |
For |
1c |
Elect Director Mark D. Benjamin |
Management |
For |
For |
1d |
Elect Director Vijay G. D'Silva |
Management |
For |
For |
1e |
Elect Director Stephanie L. Ferris |
Management |
For |
For |
1f |
Elect Director Jeffrey A. Goldstein |
Management |
For |
For |
1g |
Elect Director Lisa A. Hook |
Management |
For |
For |
1h |
Elect Director Kenneth T. Lamneck |
Management |
For |
For |
1i |
Elect Director Gary L. Lauer |
Management |
For |
For |
1j |
Elect Director Louise M. Parent |
Management |
For |
For |
1k |
Elect Director Brian T. Shea |
Management |
For |
For |
1l |
Elect Director James B. Stallings, Jr. |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
|
FORTINET, INC. Meeting Date: JUN 16, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL |
Ticker: FTNT Security ID: 34959E109 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Ken Xie |
Management |
For |
For |
1.2 |
Elect Director Michael Xie |
Management |
For |
For |
1.3 |
Elect Director Kenneth A. Goldman |
Management |
For |
For |
1.4 |
Elect Director Ming Hsieh |
Management |
For |
For |
1.5 |
Elect Director Jean Hu |
Management |
For |
For |
1.6 |
Elect Director William H. Neukom |
Management |
For |
For |
1.7 |
Elect Director Judith Sim |
Management |
For |
For |
1.8 |
Elect Director Admiral James Stavridis (Ret) |
Management |
For |
For |
2 |
Ratify Deloitte & Touche LLP as Auditor |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Eliminate Supermajority Vote Requirement |
Management |
For |
For |
6 |
Amend Certificate of Incorporation to Limit the Liability of Officers |
Management |
For |
For |
|
GLOBAL PAYMENTS INC. Meeting Date: APR 27, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL |
Ticker: GPN Security ID: 37940X102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director F. Thaddeus Arroyo |
Management |
For |
For |
1b |
Elect Director Robert H.B. Baldwin, Jr. |
Management |
For |
For |
1c |
Elect Director John G. Bruno |
Management |
For |
For |
1d |
Elect Director Joia M. Johnson |
Management |
For |
For |
1e |
Elect Director Ruth Ann Marshall |
Management |
For |
For |
1f |
Elect Director Connie D. McDaniel |
Management |
For |
For |
1g |
Elect Director Joseph H. Osnoss |
Management |
For |
For |
1h |
Elect Director William B. Plummer |
Management |
For |
For |
1i |
Elect Director Jeffrey S. Sloan |
Management |
For |
For |
1j |
Elect Director John T. Turner |
Management |
For |
For |
1k |
Elect Director M. Troy Woods |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
5 |
Submit Severance Agreement (Change-in-Control) to Shareholder Vote |
Shareholder |
Against |
Against |
|
HALLIBURTON COMPANY Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
Ticker: HAL Security ID: 406216101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Abdulaziz F. Al Khayyal |
Management |
For |
For |
1b |
Elect Director William E. Albrecht |
Management |
For |
Against |
1c |
Elect Director M. Katherine Banks |
Management |
For |
For |
1d |
Elect Director Alan M. Bennett |
Management |
For |
For |
1e |
Elect Director Milton Carroll |
Management |
For |
For |
1f |
Elect Director Earl M. Cummings |
Management |
For |
For |
1g |
Elect Director Murry S. Gerber |
Management |
For |
For |
1h |
Elect Director Robert A. Malone |
Management |
For |
For |
1i |
Elect Director Jeffrey A. Miller |
Management |
For |
For |
1j |
Elect Director Bhavesh V. (Bob) Patel |
Management |
For |
For |
1k |
Elect Director Maurice S. Smith |
Management |
For |
For |
1l |
Elect Director Janet L. Weiss |
Management |
For |
For |
1m |
Elect Director Tobi M. Edwards Young |
Management |
For |
For |
2 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Amend Certificate of Incorporation to Limit the Liability of Certain Officers |
Management |
For |
For |
6 |
Amend Certificate of Incorporation |
Management |
For |
For |
|
HCA HEALTHCARE, INC. Meeting Date: APR 19, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL |
Ticker: HCA Security ID: 40412C101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Thomas F. Frist, III |
Management |
For |
For |
1b |
Elect Director Samuel N. Hazen |
Management |
For |
For |
1c |
Elect Director Meg G. Crofton |
Management |
For |
For |
1d |
Elect Director Robert J. Dennis |
Management |
For |
For |
1e |
Elect Director Nancy-Ann DeParle |
Management |
For |
For |
1f |
Elect Director William R. Frist |
Management |
For |
For |
1g |
Elect Director Hugh F. Johnston |
Management |
For |
For |
1h |
Elect Director Michael W. Michelson |
Management |
For |
For |
1i |
Elect Director Wayne J. Riley |
Management |
For |
For |
1j |
Elect Director Andrea B. Smith |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Approve Nonqualified Employee Stock Purchase Plan |
Management |
For |
For |
4 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
5 |
Report on Political Contributions and Expenditures |
Shareholder |
Against |
For |
6 |
Amend Charter of Patient Safety and Quality of Care Committee |
Shareholder |
Against |
For |
|
HF SINCLAIR CORPORATION Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
Ticker: DINO Security ID: 403949100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Anne-Marie N. Ainsworth |
Management |
For |
For |
1b |
Elect Director Anna C. Catalano |
Management |
For |
For |
1c |
Elect Director Leldon E. Echols |
Management |
For |
For |
1d |
Elect Director Manuel J. Fernandez |
Management |
For |
For |
1e |
Elect Director Timothy Go |
Management |
For |
For |
1f |
Elect Director Rhoman J. Hardy |
Management |
For |
For |
1g |
Elect Director R. Craig Knocke |
Management |
For |
For |
1h |
Elect Director Robert J. Kostelnik |
Management |
For |
For |
1i |
Elect Director James H. Lee |
Management |
For |
For |
1j |
Elect Director Ross B. Matthews |
Management |
For |
For |
1k |
Elect Director Franklin Myers |
Management |
For |
For |
1l |
Elect Director Norman J. Szydlowski |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
5 |
Reduce Ownership Threshold for Shareholders to Call Special Meeting |
Shareholder |
Against |
For |
|
HILTON WORLDWIDE HOLDINGS INC. Meeting Date: MAY 18, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL |
Ticker: HLT Security ID: 43300A203 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Christopher J. Nassetta |
Management |
For |
For |
1b |
Elect Director Jonathan D. Gray |
Management |
For |
For |
1c |
Elect Director Charlene T. Begley |
Management |
For |
For |
1d |
Elect Director Chris Carr |
Management |
For |
For |
1e |
Elect Director Melanie L. Healey |
Management |
For |
For |
1f |
Elect Director Raymond E. Mabus, Jr. |
Management |
For |
For |
1g |
Elect Director Judith A. McHale |
Management |
For |
For |
1h |
Elect Director Elizabeth A. Smith |
Management |
For |
For |
1i |
Elect Director Douglas M. Steenland |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
|
HUDSON PACIFIC PROPERTIES, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
Ticker: HPP Security ID: 444097109 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Victor J. Coleman |
Management |
For |
For |
1.2 |
Elect Director Theodore R. Antenucci |
Management |
For |
For |
1.3 |
Elect Director Karen Brodkin |
Management |
For |
For |
1.4 |
Elect Director Ebs Burnough |
Management |
For |
For |
1.5 |
Elect Director Richard B. Fried |
Management |
For |
For |
1.6 |
Elect Director Jonathan M. Glaser |
Management |
For |
For |
1.7 |
Elect Director Christy Haubegger |
Management |
For |
For |
1.8 |
Elect Director Mark D. Linehan |
Management |
For |
For |
1.9 |
Elect Director Barry A. Sholem |
Management |
For |
For |
1.10 |
Elect Director Andrea Wong |
Management |
For |
For |
2 |
Amend Omnibus Stock Plan |
Management |
For |
Against |
3 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
4 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
5 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
HUMANA INC. Meeting Date: APR 20, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL |
Ticker: HUM Security ID: 444859102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Raquel C. Bono |
Management |
For |
For |
1b |
Elect Director Bruce D. Broussard |
Management |
For |
For |
1c |
Elect Director Frank A. D'Amelio |
Management |
For |
For |
1d |
Elect Director David T. Feinberg |
Management |
For |
For |
1e |
Elect Director Wayne A. I. Frederick |
Management |
For |
For |
1f |
Elect Director John W. Garratt |
Management |
For |
For |
1g |
Elect Director Kurt J. Hilzinger |
Management |
For |
For |
1h |
Elect Director Karen W. Katz |
Management |
For |
For |
1i |
Elect Director Marcy S. Klevorn |
Management |
For |
For |
1j |
Elect Director William J. McDonald |
Management |
For |
For |
1k |
Elect Director Jorge S. Mesquita |
Management |
For |
For |
1l |
Elect Director Brad D. Smith |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
IDEXX LABORATORIES, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
Ticker: IDXX Security ID: 45168D104 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Daniel M. Junius |
Management |
For |
For |
1b |
Elect Director Lawrence D. Kingsley |
Management |
For |
For |
1c |
Elect Director Sophie V. Vandebroek |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
INGERSOLL RAND INC. Meeting Date: JUN 15, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL |
Ticker: IR Security ID: 45687V106 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Vicente Reynal |
Management |
For |
For |
1b |
Elect Director William P. Donnelly |
Management |
For |
For |
1c |
Elect Director Kirk E. Arnold |
Management |
For |
For |
1d |
Elect Director Gary D. Forsee |
Management |
For |
For |
1e |
Elect Director Jennifer Hartsock |
Management |
For |
For |
1f |
Elect Director John Humphrey |
Management |
For |
For |
1g |
Elect Director Marc E. Jones |
Management |
For |
For |
1h |
Elect Director Mark Stevenson |
Management |
For |
For |
1i |
Elect Director Michael Stubblefield |
Management |
For |
For |
1j |
Elect Director Tony L. White |
Management |
For |
For |
2 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
Against |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
INTEL CORPORATION Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
Ticker: INTC Security ID: 458140100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Patrick P. Gelsinger |
Management |
For |
For |
1b |
Elect Director James J. Goetz |
Management |
For |
For |
1c |
Elect Director Andrea J. Goldsmith |
Management |
For |
For |
1d |
Elect Director Alyssa H. Henry |
Management |
For |
For |
1e |
Elect Director Omar Ishrak |
Management |
For |
For |
1f |
Elect Director Risa Lavizzo-Mourey |
Management |
For |
For |
1g |
Elect Director Tsu-Jae King Liu |
Management |
For |
For |
1h |
Elect Director Barbara G. Novick |
Management |
For |
For |
1i |
Elect Director Gregory D. Smith |
Management |
For |
For |
1j |
Elect Director Lip-Bu Tan |
Management |
For |
For |
1k |
Elect Director Dion J. Weisler |
Management |
For |
For |
1l |
Elect Director Frank D. Yeary |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Amend Omnibus Stock Plan |
Management |
For |
For |
5 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
6 |
Adopt Share Retention Policy For Senior Executives |
Shareholder |
Against |
Against |
7 |
Publish Third Party Review of Intel's China Business ESG Congruence |
Shareholder |
Against |
Against |
|
JOHNSON & JOHNSON Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL |
Ticker: JNJ Security ID: 478160104 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Darius Adamczyk |
Management |
For |
For |
1b |
Elect Director Mary C. Beckerle |
Management |
For |
For |
1c |
Elect Director D. Scott Davis |
Management |
For |
For |
1d |
Elect Director Jennifer A. Doudna |
Management |
For |
For |
1e |
Elect Director Joaquin Duato |
Management |
For |
For |
1f |
Elect Director Marillyn A. Hewson |
Management |
For |
For |
1g |
Elect Director Paula A. Johnson |
Management |
For |
For |
1h |
Elect Director Hubert Joly |
Management |
For |
For |
1i |
Elect Director Mark B. McClellan |
Management |
For |
For |
1j |
Elect Director Anne M. Mulcahy |
Management |
For |
For |
1k |
Elect Director Mark A. Weinberger |
Management |
For |
For |
1l |
Elect Director Nadja Y. West |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
5 |
Adopt Mandatory Arbitration Bylaw - Withdrawn |
Shareholder |
None |
None |
6 |
Report on Government Financial Support and Equitable Access to Covid-19 Products |
Shareholder |
Against |
Against |
7 |
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics |
Shareholder |
Against |
Against |
8 |
Report on Impact of Extended Patent Exclusivities on Product Access |
Shareholder |
Against |
For |
|
JOHNSON CONTROLS INTERNATIONAL PLC Meeting Date: MAR 08, 2023 Record Date: JAN 05, 2023 Meeting Type: ANNUAL |
Ticker: JCI Security ID: G51502105 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Jean Blackwell |
Management |
For |
For |
1b |
Elect Director Pierre Cohade |
Management |
For |
For |
1c |
Elect Director Michael E. Daniels |
Management |
For |
For |
1d |
Elect Director W. Roy Dunbar |
Management |
For |
For |
1e |
Elect Director Gretchen R. Haggerty |
Management |
For |
For |
1f |
Elect Director Ayesha Khanna |
Management |
For |
For |
1g |
Elect Director Simone Menne |
Management |
For |
For |
1h |
Elect Director George R. Oliver |
Management |
For |
For |
1i |
Elect Director Jurgen Tinggren |
Management |
For |
For |
1j |
Elect Director Mark Vergnano |
Management |
For |
For |
1k |
Elect Director John D. Young |
Management |
For |
For |
2a |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
2b |
Authorize Board to Fix Remuneration of Auditors |
Management |
For |
For |
3 |
Authorize Market Purchases of Company Shares |
Management |
For |
For |
4 |
Determine Price Range for Reissuance of Treasury Shares |
Management |
For |
For |
5 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
6 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
7 |
Approve the Directors' Authority to Allot Shares |
Management |
For |
For |
8 |
Approve the Disapplication of Statutory Pre-Emption Rights |
Management |
For |
For |
|
JPMORGAN CHASE & CO. Meeting Date: MAY 16, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
Ticker: JPM Security ID: 46625H100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Linda B. Bammann |
Management |
For |
For |
1b |
Elect Director Stephen B. Burke |
Management |
For |
For |
1c |
Elect Director Todd A. Combs |
Management |
For |
For |
1d |
Elect Director James S. Crown |
Management |
For |
For |
1e |
Elect Director Alicia Boler Davis |
Management |
For |
For |
1f |
Elect Director James Dimon |
Management |
For |
For |
1g |
Elect Director Timothy P. Flynn |
Management |
For |
For |
1h |
Elect Director Alex Gorsky |
Management |
For |
For |
1i |
Elect Director Mellody Hobson |
Management |
For |
For |
1j |
Elect Director Michael A. Neal |
Management |
For |
For |
1k |
Elect Director Phebe N. Novakovic |
Management |
For |
For |
1l |
Elect Director Virginia M. Rometty |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
5 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
6 |
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development |
Shareholder |
Against |
Against |
7 |
Amend Public Responsibility Committee Charter to Include Animal Welfare |
Shareholder |
Against |
Against |
8 |
Reduce Ownership Threshold for Shareholders to Call Special Meeting |
Shareholder |
Against |
Against |
9 |
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets |
Shareholder |
Against |
For |
10 |
Report on Risks Related to Discrimination Against Individuals Including Political Views |
Shareholder |
Against |
Against |
11 |
Report on Political Expenditures Congruence |
Shareholder |
Against |
Against |
12 |
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting |
Shareholder |
Against |
Against |
|
KBR, INC. Meeting Date: MAY 17, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL |
Ticker: KBR Security ID: 48242W106 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Mark E. Baldwin |
Management |
For |
For |
1b |
Elect Director Stuart J. B. Bradie |
Management |
For |
For |
1c |
Elect Director Lynn A. Dugle |
Management |
For |
For |
1d |
Elect Director Lester L. Lyles |
Management |
For |
For |
1e |
Elect Director John A. Manzoni |
Management |
For |
For |
1f |
Elect Director Wendy M. Masiello |
Management |
For |
For |
1g |
Elect Director Jack B. Moore |
Management |
For |
For |
1h |
Elect Director Ann D. Pickard |
Management |
For |
For |
1i |
Elect Director Carlos A. Sabater |
Management |
For |
For |
1j |
Elect Director Vincent R. Stewart *Withdrawn Resolution* |
Management |
None |
None |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
|
KEYSIGHT TECHNOLOGIES, INC. Meeting Date: MAR 16, 2023 Record Date: JAN 17, 2023 Meeting Type: ANNUAL |
Ticker: KEYS Security ID: 49338L103 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Satish C. Dhanasekaran |
Management |
For |
For |
1.2 |
Elect Director Richard P. Hamada |
Management |
For |
For |
1.3 |
Elect Director Paul A. Lacouture |
Management |
For |
For |
1.4 |
Elect Director Kevin A. Stephens |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Declassify the Board of Directors |
Management |
For |
For |
|
KIMCO REALTY CORPORATION Meeting Date: APR 25, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL |
Ticker: KIM Security ID: 49446R109 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Milton Cooper |
Management |
For |
For |
1b |
Elect Director Philip E. Coviello |
Management |
For |
For |
1c |
Elect Director Conor C. Flynn |
Management |
For |
For |
1d |
Elect Director Frank Lourenso |
Management |
For |
For |
1e |
Elect Directorr Henry Moniz |
Management |
For |
For |
1f |
Elect Director Mary Hogan Preusse |
Management |
For |
Against |
1g |
Elect Director Valerie Richardson |
Management |
For |
For |
1h |
Elect Director Richard B. Saltzman |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
|
LATTICE SEMICONDUCTOR CORPORATION Meeting Date: MAY 05, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL |
Ticker: LSCC Security ID: 518415104 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director James R. Anderson |
Management |
For |
For |
1.2 |
Elect Director Robin A. Abrams |
Management |
For |
For |
1.3 |
Elect Director Douglas Bettinger |
Management |
For |
For |
1.4 |
Elect Director Mark E. Jensen |
Management |
For |
For |
1.5 |
Elect Director James P. Lederer |
Management |
For |
For |
1.6 |
Elect Director D. Jeffrey Richardson |
Management |
For |
For |
1.7 |
Elect Director Elizabeth Schwarting |
Management |
For |
For |
1.8 |
Elect Director Raejeanne Skillern |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Approve Omnibus Stock Plan |
Management |
For |
For |
|
LEIDOS HOLDINGS, INC. Meeting Date: APR 28, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL |
Ticker: LDOS Security ID: 525327102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Thomas A. Bell |
Management |
For |
For |
1b |
Elect Director Gregory R. Dahlberg |
Management |
For |
For |
1c |
Elect Director David G. Fubini |
Management |
For |
For |
1d |
Elect Director Noel B. Geer |
Management |
For |
For |
1e |
Elect Director Miriam E. John |
Management |
For |
For |
1f |
Elect Director Robert C. Kovarik, Jr. |
Management |
For |
For |
1g |
Elect Director Harry M. J. Kraemer, Jr. |
Management |
For |
For |
1h |
Elect Director Gary S. May |
Management |
For |
For |
1i |
Elect Director Surya N. Mohapatra |
Management |
For |
For |
1j |
Elect Director Patrick M. Shanahan |
Management |
For |
For |
1k |
Elect Director Robert S. Shapard |
Management |
For |
For |
1l |
Elect Director Susan M. Stalnecker |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
5 |
Report on Political Expenditures Congruence |
Shareholder |
Against |
Against |
6 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
|
LIFE STORAGE, INC. Meeting Date: MAY 18, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL |
Ticker: LSI Security ID: 53223X107 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Mark G. Barberio |
Management |
For |
For |
1b |
Elect Director Joseph V. Saffire |
Management |
For |
For |
1c |
Elect Director Stephen R. Rusmisel |
Management |
For |
For |
1d |
Elect Director Arthur L. Havener, Jr. |
Management |
For |
For |
1e |
Elect Director Dana Hamilton |
Management |
For |
For |
1f |
Elect Director Edward J. Pettinella |
Management |
For |
For |
1g |
Elect Director David L. Rogers |
Management |
For |
For |
1h |
Elect Director Susan Harnett |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
LIVE NATION ENTERTAINMENT, INC. Meeting Date: JUN 09, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL |
Ticker: LYV Security ID: 538034109 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Maverick Carter |
Management |
For |
For |
1.2 |
Elect Director Ping Fu |
Management |
For |
For |
1.3 |
Elect Director Jeffrey T. Hinson |
Management |
For |
For |
1.4 |
Elect Director Chad Hollingsworth |
Management |
For |
For |
1.5 |
Elect Director James Iovine |
Management |
For |
For |
1.6 |
Elect Director James S. Kahan |
Management |
For |
For |
1.7 |
Elect Director Gregory B. Maffei |
Management |
For |
Against |
1.8 |
Elect Director Randall T. Mays |
Management |
For |
Against |
1.9 |
Elect Director Richard A. Paul |
Management |
For |
For |
1.10 |
Elect Director Michael Rapino |
Management |
For |
For |
1.11 |
Elect Director Latriece Watkins |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
Against |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
Three Years |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
|
LOCKHEED MARTIN CORPORATION Meeting Date: APR 27, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL |
Ticker: LMT Security ID: 539830109 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Daniel F. Akerson |
Management |
For |
For |
1.2 |
Elect Director David B. Burritt |
Management |
For |
For |
1.3 |
Elect Director Bruce A. Carlson |
Management |
For |
For |
1.4 |
Elect Director John M. Donovan |
Management |
For |
For |
1.5 |
Elect Director Joseph F. Dunford, Jr. |
Management |
For |
For |
1.6 |
Elect Director James O. Ellis, Jr. |
Management |
For |
For |
1.7 |
Elect Director Thomas J. Falk |
Management |
For |
For |
1.8 |
Elect Director Ilene S. Gordon |
Management |
For |
For |
1.9 |
Elect Director Vicki A. Hollub |
Management |
For |
For |
1.10 |
Elect Director Jeh C. Johnson |
Management |
For |
For |
1.11 |
Elect Director Debra L. Reed-Klages |
Management |
For |
For |
1.12 |
Elect Director James D. Taiclet |
Management |
For |
For |
1.13 |
Elect Director Patricia E. Yarrington |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
5 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
6 |
Report on Human Rights Impact Assessment |
Shareholder |
Against |
Against |
7 |
Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal |
Shareholder |
Against |
For |
|
LOWE'S COMPANIES, INC. Meeting Date: MAY 26, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
Ticker: LOW Security ID: 548661107 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Raul Alvarez |
Management |
For |
For |
1.2 |
Elect Director David H. Batchelder |
Management |
For |
For |
1.3 |
Elect Director Scott H. Baxter |
Management |
For |
For |
1.4 |
Elect Director Sandra B. Cochran |
Management |
For |
For |
1.5 |
Elect Director Laurie Z. Douglas |
Management |
For |
For |
1.6 |
Elect Director Richard W. Dreiling |
Management |
For |
For |
1.7 |
Elect Director Marvin R. Ellison |
Management |
For |
For |
1.8 |
Elect Director Daniel J. Heinrich |
Management |
For |
For |
1.9 |
Elect Director Brian C. Rogers |
Management |
For |
For |
1.10 |
Elect Director Bertram L. Scott |
Management |
For |
For |
1.11 |
Elect Director Colleen Taylor |
Management |
For |
For |
1.12 |
Elect Director Mary Beth West |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
5 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
|
LULULEMON ATHLETICA INC. Meeting Date: JUN 07, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL |
Ticker: LULU Security ID: 550021109 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Michael Casey |
Management |
For |
For |
1b |
Elect Director Glenn Murphy |
Management |
For |
For |
1c |
Elect Director David Mussafer |
Management |
For |
For |
1d |
Elect Director Isabel Mahe |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
None |
One Year |
5 |
Approve Omnibus Stock Plan |
Management |
For |
For |
|
MANHATTAN ASSOCIATES, INC. Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
Ticker: MANH Security ID: 562750109 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Eddie Capel |
Management |
For |
For |
1b |
Elect Director Charles E. Moran |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
|
MARRIOTT INTERNATIONAL, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL |
Ticker: MAR Security ID: 571903202 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Anthony G. Capuano |
Management |
For |
For |
1b |
Elect Director Isabella D. Goren |
Management |
For |
For |
1c |
Elect Director Deborah Marriott Harrison |
Management |
For |
For |
1d |
Elect Director Frederick A. Henderson |
Management |
For |
For |
1e |
Elect Director Eric Hippeau |
Management |
For |
For |
1f |
Elect Director Lauren R. Hobart |
Management |
For |
For |
1g |
Elect Director Debra L. Lee |
Management |
For |
For |
1h |
Elect Director Aylwin B. Lewis |
Management |
For |
For |
1i |
Elect Director David S. Marriott |
Management |
For |
For |
1j |
Elect Director Margaret M. McCarthy |
Management |
For |
For |
1k |
Elect Director Grant F. Reid |
Management |
For |
For |
1l |
Elect Director Horacio D. Rozanski |
Management |
For |
For |
1m |
Elect Director Susan C. Schwab |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Approve Omnibus Stock Plan |
Management |
For |
For |
6 |
Publish a Congruency Report of Partnerships with Globalist Organizations |
Shareholder |
Against |
Against |
7 |
Report on Gender/Racial Pay Gap |
Shareholder |
Against |
For |
|
MARSH & MCLENNAN COMPANIES, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
Ticker: MMC Security ID: 571748102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Anthony K. Anderson |
Management |
For |
For |
1b |
Elect Director John Q. Doyle |
Management |
For |
For |
1c |
Elect Director Hafize Gaye Erkan |
Management |
For |
For |
1d |
Elect Director Oscar Fanjul |
Management |
For |
For |
1e |
Elect Director H. Edward Hanway |
Management |
For |
For |
1f |
Elect Director Judith Hartmann |
Management |
For |
For |
1g |
Elect Director Deborah C. Hopkins |
Management |
For |
For |
1h |
Elect Director Tamara Ingram |
Management |
For |
For |
1i |
Elect Director Jane H. Lute |
Management |
For |
For |
1j |
Elect Director Steven A. Mills |
Management |
For |
For |
1k |
Elect Director Bruce P. Nolop |
Management |
For |
For |
1l |
Elect Director Morton O. Schapiro |
Management |
For |
For |
1m |
Elect Director Lloyd M. Yates |
Management |
For |
For |
1n |
Elect Director Ray G. Young |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
|
MASTERCARD INCORPORATED Meeting Date: JUN 27, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL |
Ticker: MA Security ID: 57636Q104 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Merit E. Janow |
Management |
For |
For |
1b |
Elect Director Candido Bracher |
Management |
For |
For |
1c |
Elect Director Richard K. Davis |
Management |
For |
For |
1d |
Elect Director Julius Genachowski |
Management |
For |
For |
1e |
Elect Director Choon Phong Goh |
Management |
For |
For |
1f |
Elect Director Oki Matsumoto |
Management |
For |
For |
1g |
Elect Director Michael Miebach |
Management |
For |
For |
1h |
Elect Director Youngme Moon |
Management |
For |
For |
1i |
Elect Director Rima Qureshi |
Management |
For |
For |
1j |
Elect Director Gabrielle Sulzberger |
Management |
For |
For |
1k |
Elect Director Harit Talwar |
Management |
For |
For |
1l |
Elect Director Lance Uggla |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Approve Qualified Employee Stock Purchase Plan |
Management |
For |
For |
5 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
6 |
Report on Overseeing Risks Related to Discrimination |
Shareholder |
Against |
Against |
7 |
Report on Establishing Merchant Category Code for Gun and Ammunition Stores |
Shareholder |
Against |
Against |
8 |
Report on Lobbying Payments and Policy |
Shareholder |
Against |
For |
9 |
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders |
Shareholder |
Against |
Against |
10 |
Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts |
Shareholder |
Against |
Against |
|
MCDONALD'S CORPORATION Meeting Date: MAY 25, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
Ticker: MCD Security ID: 580135101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Anthony Capuano |
Management |
For |
For |
1b |
Elect Director Kareem Daniel |
Management |
For |
For |
1c |
Elect Director Lloyd Dean |
Management |
For |
For |
1d |
Elect Director Catherine Engelbert |
Management |
For |
For |
1e |
Elect Director Margaret Georgiadis |
Management |
For |
For |
1f |
Elect Director Enrique Hernandez, Jr. |
Management |
For |
For |
1g |
Elect Director Christopher Kempczinski |
Management |
For |
For |
1h |
Elect Director Richard Lenny |
Management |
For |
For |
1i |
Elect Director John Mulligan |
Management |
For |
For |
1j |
Elect Director Jennifer Taubert |
Management |
For |
For |
1k |
Elect Director Paul Walsh |
Management |
For |
For |
1l |
Elect Director Amy Weaver |
Management |
For |
For |
1m |
Elect Director Miles White |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
5 |
Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain |
Shareholder |
Against |
Against |
6 |
Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains |
Shareholder |
Against |
Against |
7 |
Report on Risks Related to Operations in China |
Shareholder |
Against |
Against |
8 |
Report on Civil Rights and Non-Discrimination Audit |
Shareholder |
Against |
Against |
9 |
Report on Lobbying Payments and Policy |
Shareholder |
Against |
For |
10 |
Issue Transparency Report on Global Public Policy and Political Influence |
Shareholder |
Against |
Against |
11 |
Report on Animal Welfare |
Shareholder |
Against |
For |
|
MERCK & CO., INC. Meeting Date: MAY 23, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL |
Ticker: MRK Security ID: 58933Y105 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Douglas M. Baker, Jr. |
Management |
For |
For |
1b |
Elect Director Mary Ellen Coe |
Management |
For |
For |
1c |
Elect Director Pamela J. Craig |
Management |
For |
For |
1d |
Elect Director Robert M. Davis |
Management |
For |
For |
1e |
Elect Director Thomas H. Glocer |
Management |
For |
For |
1f |
Elect Director Risa J. Lavizzo-Mourey |
Management |
For |
For |
1g |
Elect Director Stephen L. Mayo |
Management |
For |
For |
1h |
Elect Director Paul B. Rothman |
Management |
For |
For |
1i |
Elect Director Patricia F. Russo |
Management |
For |
For |
1j |
Elect Director Christine E. Seidman |
Management |
For |
For |
1k |
Elect Director Inge G. Thulin |
Management |
For |
For |
1l |
Elect Director Kathy J. Warden |
Management |
For |
For |
1m |
Elect Director Peter C. Wendell |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
5 |
Report on Risks Related to Operations in China |
Shareholder |
Against |
Against |
6 |
Report on Access to COVID-19 Products |
Shareholder |
Against |
Against |
7 |
Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities |
Shareholder |
Against |
Against |
8 |
Report on Impact of Extended Patent Exclusivities on Product Access |
Shareholder |
Against |
For |
9 |
Publish a Congruency Report of Partnerships with Globalist Organizations |
Shareholder |
Against |
Against |
10 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
|
META PLATFORMS, INC. Meeting Date: MAY 31, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL |
Ticker: META Security ID: 30303M102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Peggy Alford |
Management |
For |
Withhold |
1.2 |
Elect Director Marc L. Andreessen |
Management |
For |
For |
1.3 |
Elect Director Andrew W. Houston |
Management |
For |
For |
1.4 |
Elect Director Nancy Killefer |
Management |
For |
For |
1.5 |
Elect Director Robert M. Kimmitt |
Management |
For |
For |
1.6 |
Elect Director Sheryl K. Sandberg |
Management |
For |
For |
1.7 |
Elect Director Tracey T. Travis |
Management |
For |
For |
1.8 |
Elect Director Tony Xu |
Management |
For |
For |
1.9 |
Elect Director Mark Zuckerberg |
Management |
For |
Withhold |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Report on Government Take Down Requests |
Shareholder |
Against |
Against |
4 |
Approve Recapitalization Plan for all Stock to Have One-vote per Share |
Shareholder |
Against |
For |
5 |
Report on Human Rights Impact Assessment of Targeted Advertising |
Shareholder |
Against |
Against |
6 |
Report on Lobbying Payments and Policy |
Shareholder |
Against |
For |
7 |
Report on Allegations of Political Entanglement and Content Management Biases in India |
Shareholder |
Against |
Against |
8 |
Report on Framework to Assess Company Lobbying Alignment with Climate Goals |
Shareholder |
Against |
Against |
9 |
Report on Data Privacy regarding Reproductive Healthcare |
Shareholder |
Against |
Against |
10 |
Report on Enforcement of Community Standards and User Content |
Shareholder |
Against |
Against |
11 |
Report on Child Safety and Harm Reduction |
Shareholder |
Against |
For |
12 |
Report on Executive Pay Calibration to Externalized Costs |
Shareholder |
Against |
Against |
13 |
Commission Independent Review of Audit & Risk Oversight Committee |
Shareholder |
Against |
Against |
|
METTLER-TOLEDO INTERNATIONAL INC. Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL |
Ticker: MTD Security ID: 592688105 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Robert F. Spoerry |
Management |
For |
For |
1.2 |
Elect Director Roland Diggelmann |
Management |
For |
For |
1.3 |
Elect Director Domitille Doat-Le Bigot |
Management |
For |
For |
1.4 |
Elect Director Elisha W. Finney |
Management |
For |
For |
1.5 |
Elect Director Richard Francis |
Management |
For |
For |
1.6 |
Elect Director Michael A. Kelly |
Management |
For |
For |
1.7 |
Elect Director Thomas P. Salice |
Management |
For |
For |
1.8 |
Elect Director Ingrid Zhang |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
MOTOROLA SOLUTIONS, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
Ticker: MSI Security ID: 620076307 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Gregory Q. Brown |
Management |
For |
For |
1b |
Elect Director Kenneth D. Denman |
Management |
For |
For |
1c |
Elect Director Egon P. Durban |
Management |
For |
Against |
1d |
Elect Director Ayanna M. Howard |
Management |
For |
For |
1e |
Elect Director Clayton M. Jones |
Management |
For |
For |
1f |
Elect Director Judy C. Lewent |
Management |
For |
For |
1g |
Elect Director Gregory K. Mondre |
Management |
For |
For |
1h |
Elect Director Joseph M. Tucci |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
|
NETFLIX, INC. Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL |
Ticker: NFLX Security ID: 64110L106 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Mathias Dopfner |
Management |
For |
For |
1b |
Elect Director Reed Hastings |
Management |
For |
For |
1c |
Elect Director Jay C. Hoag |
Management |
For |
For |
1d |
Elect Director Ted Sarandos |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Amend Right to Call Special Meeting |
Shareholder |
Against |
Against |
6 |
Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company |
Shareholder |
Against |
Against |
7 |
Report on Climate Risk in Retirement Plan Options |
Shareholder |
Against |
Against |
8 |
Adopt and Disclose a Freedom of Association and Collective Bargaining Policy |
Shareholder |
Against |
Against |
|
NORTHROP GRUMMAN CORPORATION Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL |
Ticker: NOC Security ID: 666807102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Kathy J. Warden |
Management |
For |
For |
1.2 |
Elect Director David P. Abney |
Management |
For |
For |
1.3 |
Elect Director Marianne C. Brown |
Management |
For |
For |
1.4 |
Elect Director Ann M. Fudge |
Management |
For |
For |
1.5 |
Elect Director Madeleine A. Kleiner |
Management |
For |
For |
1.6 |
Elect Director Arvind Krishna |
Management |
For |
For |
1.7 |
Elect Director Graham N. Robinson |
Management |
For |
For |
1.8 |
Elect Director Kimberly A. Ross |
Management |
For |
For |
1.9 |
Elect Director Gary Roughead |
Management |
For |
For |
1.10 |
Elect Director Thomas M. Schoewe |
Management |
For |
For |
1.11 |
Elect Director James S. Turley |
Management |
For |
For |
1.12 |
Elect Director Mark A. Welsh, III |
Management |
For |
For |
1.13 |
Elect Director Mary A. Winston |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
5 |
Reduce Ownership Threshold for Shareholders to Call Special Meeting |
Management |
For |
For |
6 |
Report on Congruency of Political Spending with Company Stated Values on Human Rights |
Shareholder |
Against |
Against |
7 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
|
NVENT ELECTRIC PLC Meeting Date: MAY 12, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
Ticker: NVT Security ID: G6700G107 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Sherry A. Aaholm |
Management |
For |
For |
1b |
Elect Director Jerry W. Burris |
Management |
For |
For |
1c |
Elect Director Susan M. Cameron |
Management |
For |
For |
1d |
Elect Director Michael L. Ducker |
Management |
For |
For |
1e |
Elect Director Randall J. Hogan |
Management |
For |
For |
1f |
Elect Director Danita K. Ostling |
Management |
For |
For |
1g |
Elect Director Nicola Palmer |
Management |
For |
For |
1h |
Elect Director Herbert K. Parker |
Management |
For |
For |
1i |
Elect Director Greg Scheu |
Management |
For |
For |
1j |
Elect Director Beth A. Wozniak |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration |
Management |
For |
For |
4 |
Authorize Board to Issue of Shares under Irish Law |
Management |
For |
For |
5 |
Authorize the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law |
Management |
For |
For |
6 |
Authorize Price Range for Reissuance of Treasury Shares |
Management |
For |
For |
|
NVIDIA CORPORATION Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL |
Ticker: NVDA Security ID: 67066G104 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Robert K. Burgess |
Management |
For |
For |
1b |
Elect Director Tench Coxe |
Management |
For |
For |
1c |
Elect Director John O. Dabiri |
Management |
For |
For |
1d |
Elect Director Persis S. Drell |
Management |
For |
For |
1e |
Elect Director Jen-Hsun Huang |
Management |
For |
For |
1f |
Elect Director Dawn Hudson |
Management |
For |
For |
1g |
Elect Director Harvey C. Jones |
Management |
For |
For |
1h |
Elect Director Michael G. McCaffery |
Management |
For |
For |
1i |
Elect Director Stephen C. Neal |
Management |
For |
For |
1j |
Elect Director Mark L. Perry |
Management |
For |
For |
1k |
Elect Director A. Brooke Seawell |
Management |
For |
For |
1l |
Elect Director Aarti Shah |
Management |
For |
For |
1m |
Elect Director Mark A. Stevens |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
|
PAYPAL HOLDINGS, INC. Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL |
Ticker: PYPL Security ID: 70450Y103 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Rodney C. Adkins |
Management |
For |
For |
1b |
Elect Director Jonathan Christodoro |
Management |
For |
For |
1c |
Elect Director John J. Donahoe |
Management |
For |
For |
1d |
Elect Director David W. Dorman |
Management |
For |
For |
1e |
Elect Director Belinda J. Johnson |
Management |
For |
For |
1f |
Elect Director Enrique Lores |
Management |
For |
For |
1g |
Elect Director Gail J. McGovern |
Management |
For |
For |
1h |
Elect Director Deborah M. Messemer |
Management |
For |
For |
1i |
Elect Director David M. Moffett |
Management |
For |
For |
1j |
Elect Director Ann M. Sarnoff |
Management |
For |
For |
1k |
Elect Director Daniel H. Schulman |
Management |
For |
For |
1l |
Elect Director Frank D. Yeary |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Amend Omnibus Stock Plan |
Management |
For |
For |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
5 |
Adopt a Policy on Services in Conflict Zones |
Shareholder |
Against |
Against |
6 |
Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access |
Shareholder |
Against |
Against |
7 |
Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn |
Shareholder |
None |
None |
8 |
Report on Ensuring Respect for Civil Liberties |
Shareholder |
Against |
Against |
9 |
Adopt Majority Vote Standard for Director Elections |
Shareholder |
Against |
Against |
|
PEPSICO, INC. Meeting Date: MAY 03, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
Ticker: PEP Security ID: 713448108 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Segun Agbaje |
Management |
For |
For |
1b |
Elect Director Jennifer Bailey |
Management |
For |
For |
1c |
Elect Director Cesar Conde |
Management |
For |
For |
1d |
Elect Director Ian Cook |
Management |
For |
For |
1e |
Elect Director Edith W. Cooper |
Management |
For |
For |
1f |
Elect Director Susan M. Diamond |
Management |
For |
For |
1g |
Elect Director Dina Dublon |
Management |
For |
For |
1h |
Elect Director Michelle Gass |
Management |
For |
For |
1i |
Elect Director Ramon L. Laguarta |
Management |
For |
For |
1j |
Elect Director Dave J. Lewis |
Management |
For |
For |
1k |
Elect Director David C. Page |
Management |
For |
For |
1l |
Elect Director Robert C. Pohlad |
Management |
For |
For |
1m |
Elect Director Daniel Vasella |
Management |
For |
For |
1n |
Elect Director Darren Walker |
Management |
For |
For |
1o |
Elect Director Alberto Weisser |
Management |
For |
For |
2 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
6 |
Issue Transparency Report on Global Public Policy and Political Influence |
Shareholder |
Against |
Against |
7 |
Report on Impacts of Restrictive Reproductive Healthcare Legislation |
Shareholder |
Against |
Against |
8 |
Publish Annual Congruency Report on Net-Zero Emissions Policy |
Shareholder |
Against |
Against |
|
PFIZER INC. Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
Ticker: PFE Security ID: 717081103 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Ronald E. Blaylock |
Management |
For |
For |
1.2 |
Elect Director Albert Bourla |
Management |
For |
For |
1.3 |
Elect Director Susan Desmond-Hellmann |
Management |
For |
For |
1.4 |
Elect Director Joseph J. Echevarria |
Management |
For |
For |
1.5 |
Elect Director Scott Gottlieb |
Management |
For |
For |
1.6 |
Elect Director Helen H. Hobbs |
Management |
For |
For |
1.7 |
Elect Director Susan Hockfield |
Management |
For |
For |
1.8 |
Elect Director Dan R. Littman |
Management |
For |
For |
1.9 |
Elect Director Shantanu Narayen |
Management |
For |
For |
1.10 |
Elect Director Suzanne Nora Johnson |
Management |
For |
For |
1.11 |
Elect Director James Quincey |
Management |
For |
For |
1.12 |
Elect Director James C. Smith |
Management |
For |
For |
2 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Submit Severance Agreement (Change-in-Control) to Shareholder Vote |
Shareholder |
Against |
Against |
6 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
7 |
Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production |
Shareholder |
Against |
Against |
8 |
Report on Impact of Extended Patent Exclusivities on Product Access |
Shareholder |
Against |
For |
9 |
Report on Political Expenditures Congruence |
Shareholder |
Against |
Against |
|
QUALCOMM INCORPORATED Meeting Date: MAR 08, 2023 Record Date: JAN 09, 2023 Meeting Type: ANNUAL |
Ticker: QCOM Security ID: 747525103 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Sylvia Acevedo |
Management |
For |
For |
1b |
Elect Director Cristiano R. Amon |
Management |
For |
For |
1c |
Elect Director Mark Fields |
Management |
For |
For |
1d |
Elect Director Jeffrey W. Henderson |
Management |
For |
For |
1e |
Elect Director Gregory N. Johnson |
Management |
For |
For |
1f |
Elect Director Ann M. Livermore |
Management |
For |
For |
1g |
Elect Director Mark D. McLaughlin |
Management |
For |
For |
1h |
Elect Director Jamie S. Miller |
Management |
For |
For |
1i |
Elect Director Irene B. Rosenfeld |
Management |
For |
For |
1j |
Elect Director Kornelis (Neil) Smit |
Management |
For |
For |
1k |
Elect Director Jean-Pascal Tricoire |
Management |
For |
For |
1l |
Elect Director Anthony J. Vinciquerra |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Approve Omnibus Stock Plan |
Management |
For |
For |
4 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
|
REPUBLIC SERVICES, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL |
Ticker: RSG Security ID: 760759100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Manuel Kadre |
Management |
For |
For |
1b |
Elect Director Tomago Collins |
Management |
For |
For |
1c |
Elect Director Michael A. Duffy |
Management |
For |
For |
1d |
Elect Director Thomas W. Handley |
Management |
For |
For |
1e |
Elect Director Jennifer M. Kirk |
Management |
For |
For |
1f |
Elect Director Michael Larson |
Management |
For |
For |
1g |
Elect Director James P. Snee |
Management |
For |
For |
1h |
Elect Director Brian S. Tyler |
Management |
For |
For |
1i |
Elect Director Jon Vander Ark |
Management |
For |
For |
1j |
Elect Director Sandra M. Volpe |
Management |
For |
For |
1k |
Elect Director Katharine B. Weymouth |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
|
ROLLINS, INC. Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
Ticker: ROL Security ID: 775711104 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Jerry E. Gahlhoff, Jr. |
Management |
For |
For |
1.2 |
Elect Director Patrick J. Gunning |
Management |
For |
For |
1.3 |
Elect Director Gregory B. Morrison |
Management |
For |
For |
1.4 |
Elect Director Jerry W. Nix |
Management |
For |
Withhold |
1.5 |
Elect Director P. Russell Hardin |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
Three Years |
One Year |
|
SALESFORCE, INC. Meeting Date: JUN 08, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL |
Ticker: CRM Security ID: 79466L302 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Marc Benioff |
Management |
For |
For |
1b |
Elect Director Laura Alber |
Management |
For |
For |
1c |
Elect Director Craig Conway |
Management |
For |
For |
1d |
Elect Director Arnold Donald |
Management |
For |
For |
1e |
Elect Director Parker Harris |
Management |
For |
For |
1f |
Elect Director Neelie Kroes |
Management |
For |
For |
1g |
Elect Director Sachin Mehra |
Management |
For |
For |
1h |
Elect Director G. Mason Morfit |
Management |
For |
For |
1i |
Elect Director Oscar Munoz |
Management |
For |
For |
1j |
Elect Director John V. Roos |
Management |
For |
For |
1k |
Elect Director Robin Washington |
Management |
For |
For |
1l |
Elect Director Maynard Webb |
Management |
For |
For |
1m |
Elect Director Susan Wojcicki |
Management |
For |
For |
2 |
Amend Omnibus Stock Plan |
Management |
For |
For |
3 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
4 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
5 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
6 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
7 |
Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company |
Shareholder |
Against |
Against |
|
SCHLUMBERGER N.V. Meeting Date: APR 05, 2023 Record Date: FEB 08, 2023 Meeting Type: ANNUAL |
Ticker: SLB Security ID: 806857108 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Peter Coleman |
Management |
For |
For |
1.2 |
Elect Director Patrick de La Chevardiere |
Management |
For |
For |
1.3 |
Elect Director Miguel Galuccio |
Management |
For |
For |
1.4 |
Elect Director Olivier Le Peuch |
Management |
For |
For |
1.5 |
Elect Director Samuel Leupold |
Management |
For |
For |
1.6 |
Elect Director Tatiana Mitrova |
Management |
For |
For |
1.7 |
Elect Director Maria Moraeus Hanssen |
Management |
For |
For |
1.8 |
Elect Director Vanitha Narayanan |
Management |
For |
For |
1.9 |
Elect Director Mark Papa |
Management |
For |
For |
1.10 |
Elect Director Jeff Sheets |
Management |
For |
For |
1.11 |
Elect Director Ulrich Spiesshofer |
Management |
For |
For |
2 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Adopt and Approve Financials and Dividends |
Management |
For |
For |
5 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
|
SCHNEIDER NATIONAL, INC. Meeting Date: APR 24, 2023 Record Date: FEB 14, 2023 Meeting Type: ANNUAL |
Ticker: SNDR Security ID: 80689H102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Jyoti Chopra |
Management |
For |
For |
1.2 |
Elect Director James R. Giertz |
Management |
For |
For |
1.3 |
Elect Director Robert W. Grubbs |
Management |
For |
For |
1.4 |
Elect Director Robert M. Knight, Jr. |
Management |
For |
For |
1.5 |
Elect Director Therese A. Koller |
Management |
For |
Withhold |
1.6 |
Elect Director Mark B. Rourke |
Management |
For |
For |
1.7 |
Elect Director John A. Swainson |
Management |
For |
Withhold |
1.8 |
Elect Director James L. Welch |
Management |
For |
For |
1.9 |
Elect Director Kathleen M. Zimmermann |
Management |
For |
Withhold |
2 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
|
SKYWORKS SOLUTIONS, INC. Meeting Date: MAY 10, 2023 Record Date: MAR 16, 2023 Meeting Type: ANNUAL |
Ticker: SWKS Security ID: 83088M102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Alan S. Batey |
Management |
For |
For |
1b |
Elect Director Kevin L. Beebe |
Management |
For |
For |
1c |
Elect Director Liam K. Griffin |
Management |
For |
For |
1d |
Elect Director Eric J. Guerin |
Management |
For |
For |
1e |
Elect Director Christine King |
Management |
For |
For |
1f |
Elect Director Suzanne E. McBride |
Management |
For |
For |
1g |
Elect Director David P. McGlade |
Management |
For |
For |
1h |
Elect Director Robert A. Schriesheim |
Management |
For |
For |
1i |
Elect Director Maryann Turcke |
Management |
For |
For |
2 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Amend Certificate of Incorporation to Allow Exculpation of Certain Officers |
Management |
For |
For |
6 |
Adopt Simple Majority Vote |
Shareholder |
None |
For |
|
SYNOPSYS, INC. Meeting Date: APR 12, 2023 Record Date: FEB 13, 2023 Meeting Type: ANNUAL |
Ticker: SNPS Security ID: 871607107 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Aart J. de Geus |
Management |
For |
For |
1b |
Elect Director Luis Borgen |
Management |
For |
For |
1c |
Elect Director Marc N. Casper |
Management |
For |
For |
1d |
Elect Director Janice D. Chaffin |
Management |
For |
For |
1e |
Elect Director Bruce R. Chizen |
Management |
For |
For |
1f |
Elect Director Mercedes Johnson |
Management |
For |
For |
1g |
Elect Director Jeannine P. Sargent |
Management |
For |
For |
1h |
Elect Director John G. Schwarz |
Management |
For |
For |
1i |
Elect Director Roy Vallee |
Management |
For |
For |
2 |
Amend Omnibus Stock Plan |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
5 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
6 |
Reduce Ownership Threshold for Shareholders to Call Special Meeting |
Shareholder |
Against |
Against |
|
TELADOC HEALTH, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL |
Ticker: TDOC Security ID: 87918A105 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Karen L. Daniel |
Management |
For |
For |
1b |
Elect Director Sandra L. Fenwick |
Management |
For |
For |
1c |
Elect Director Jason Gorevic |
Management |
For |
For |
1d |
Elect Director Catherine A. Jacobson |
Management |
For |
For |
1e |
Elect Director Thomas G. McKinley |
Management |
For |
For |
1f |
Elect Director Kenneth H. Paulus |
Management |
For |
For |
1g |
Elect Director David L. Shedlarz |
Management |
For |
For |
1h |
Elect Director Mark Douglas Smith |
Management |
For |
For |
1i |
Elect Director David B. Snow, Jr. |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Approve Omnibus Stock Plan |
Management |
For |
Against |
4 |
Amend Qualified Employee Stock Purchase Plan |
Management |
For |
For |
5 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
6 |
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders |
Shareholder |
Against |
Against |
|
TERADATA CORPORATION Meeting Date: MAY 09, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
Ticker: TDC Security ID: 88076W103 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Daniel R. Fishback |
Management |
For |
For |
1b |
Elect Director Stephen McMillan |
Management |
For |
For |
1c |
Elect Director Kimberly K. Nelson |
Management |
For |
For |
1d |
Elect Director Todd E. McElhatton |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Approve Omnibus Stock Plan |
Management |
For |
For |
5 |
Amend Qualified Employee Stock Purchase Plan |
Management |
For |
For |
6 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
|
TESLA, INC. Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
Ticker: TSLA Security ID: 88160R101 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Elon Musk |
Management |
For |
For |
1.2 |
Elect Director Robyn Denholm |
Management |
For |
Against |
1.3 |
Elect Director JB Straubel |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
Three Years |
One Year |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
5 |
Report on Key-Person Risk and Efforts to Ameliorate It |
Shareholder |
Against |
Against |
|
TETRA TECH, INC. Meeting Date: FEB 28, 2023 Record Date: JAN 03, 2023 Meeting Type: ANNUAL |
Ticker: TTEK Security ID: 88162G103 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1A |
Elect Director Dan L. Batrack |
Management |
For |
For |
1B |
Elect Director Gary R. Birkenbeuel |
Management |
For |
For |
1C |
Elect Director Prashant Gandhi |
Management |
For |
For |
1D |
Elect Director Joanne M. Maguire |
Management |
For |
For |
1E |
Elect Director Christiana Obiaya |
Management |
For |
For |
1F |
Elect Director Kimberly E. Ritrievi |
Management |
For |
For |
1G |
Elect Director J. Kenneth Thompson |
Management |
For |
For |
1H |
Elect Director Kirsten M. Volpi |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
|
THE BANK OF NEW YORK MELLON CORPORATION Meeting Date: APR 12, 2023 Record Date: FEB 16, 2023 Meeting Type: ANNUAL |
Ticker: BK Security ID: 064058100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Linda Z. Cook |
Management |
For |
For |
1b |
Elect Director Joseph J. Echevarria |
Management |
For |
For |
1c |
Elect Director M. Amy Gilliland |
Management |
For |
For |
1d |
Elect Director Jeffrey A. Goldstein |
Management |
For |
For |
1e |
Elect Director K. Guru Gowrappan |
Management |
For |
For |
1f |
Elect Director Ralph Izzo |
Management |
For |
For |
1g |
Elect Director Sandra E. "Sandie" O'Connor |
Management |
For |
For |
1h |
Elect Director Elizabeth E. Robinson |
Management |
For |
For |
1i |
Elect Director Frederick O. Terrell |
Management |
For |
For |
1j |
Elect Director Robin A. Vince |
Management |
For |
For |
1k |
Elect Director Alfred W. "Al" Zollar |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
5 |
Approve Omnibus Stock Plan |
Management |
For |
For |
6 |
Submit Severance Agreement (Change-in-Control) to Shareholder Vote |
Shareholder |
Against |
Against |
|
THE CIGNA GROUP Meeting Date: APR 26, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL |
Ticker: CI Security ID: 125523100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director David M. Cordani |
Management |
For |
For |
1b |
Elect Director William J. DeLaney |
Management |
For |
For |
1c |
Elect Director Eric J. Foss |
Management |
For |
For |
1d |
Elect Director Elder Granger |
Management |
For |
For |
1e |
Elect Director Neesha Hathi |
Management |
For |
For |
1f |
Elect Director George Kurian |
Management |
For |
For |
1g |
Elect Director Kathleen M. Mazzarella |
Management |
For |
For |
1h |
Elect Director Mark B. McClellan |
Management |
For |
For |
1i |
Elect Director Kimberly A. Ross |
Management |
For |
For |
1j |
Elect Director Eric C. Wiseman |
Management |
For |
For |
1k |
Elect Director Donna F. Zarcone |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
5 |
Amend Certificate of Incorporation to Limit the Liability of Certain Officers |
Management |
For |
For |
6 |
Reduce Ownership Threshold for Shareholders to Call Special Meeting |
Shareholder |
Against |
Against |
7 |
Report on Congruency of Political Spending with Company Values and Priorities |
Shareholder |
Against |
Against |
|
THE COCA-COLA COMPANY Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL |
Ticker: KO Security ID: 191216100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Herb Allen |
Management |
For |
For |
1.2 |
Elect Director Marc Bolland |
Management |
For |
For |
1.3 |
Elect Director Ana Botin |
Management |
For |
For |
1.4 |
Elect Director Christopher C. Davis |
Management |
For |
For |
1.5 |
Elect Director Barry Diller |
Management |
For |
For |
1.6 |
Elect Director Carolyn Everson |
Management |
For |
For |
1.7 |
Elect Director Helene D. Gayle |
Management |
For |
For |
1.8 |
Elect Director Alexis M. Herman |
Management |
For |
For |
1.9 |
Elect Director Maria Elena Lagomasino |
Management |
For |
For |
1.10 |
Elect Director Amity Millhiser |
Management |
For |
For |
1.11 |
Elect Director James Quincey |
Management |
For |
For |
1.12 |
Elect Director Caroline J. Tsay |
Management |
For |
For |
1.13 |
Elect Director David B. Weinberg |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
5 |
Report on Third-Party Civil Rights Audit |
Shareholder |
Against |
Against |
6 |
Issue Transparency Report on Global Public Policy and Political Influence |
Shareholder |
Against |
Against |
7 |
Report on Congruency of Political Spending with Company Values and Priorities |
Shareholder |
Against |
Against |
8 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
9 |
Report on Risk Due to Restrictions on Reproductive Rights |
Shareholder |
Against |
Against |
|
THE HERSHEY COMPANY Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
Ticker: HSY Security ID: 427866108 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Pamela M. Arway |
Management |
For |
For |
1.2 |
Elect Director Michele G. Buck |
Management |
For |
For |
1.3 |
Elect Director Victor L. Crawford |
Management |
For |
For |
1.4 |
Elect Director Robert M. Dutkowsky |
Management |
For |
For |
1.5 |
Elect Director Mary Kay Haben |
Management |
For |
For |
1.6 |
Elect Director James C. Katzman |
Management |
For |
For |
1.7 |
Elect Director M. Diane Koken |
Management |
For |
For |
1.8 |
Elect Director Huong Maria T. Kraus |
Management |
For |
For |
1.9 |
Elect Director Robert M. Malcolm |
Management |
For |
For |
1.10 |
Elect Director Anthony J. Palmer |
Management |
For |
For |
1.11 |
Elect Director Juan R. Perez |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Report on Human Rights Impacts of Living Wage & Income Position Statement |
Shareholder |
Against |
Against |
|
THE HOME DEPOT, INC. Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
Ticker: HD Security ID: 437076102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Gerard J. Arpey |
Management |
For |
For |
1b |
Elect Director Ari Bousbib |
Management |
For |
For |
1c |
Elect Director Jeffery H. Boyd |
Management |
For |
For |
1d |
Elect Director Gregory D. Brenneman |
Management |
For |
For |
1e |
Elect Director J. Frank Brown |
Management |
For |
For |
1f |
Elect Director Albert P. Carey |
Management |
For |
For |
1g |
Elect Director Edward P. Decker |
Management |
For |
For |
1h |
Elect Director Linda R. Gooden |
Management |
For |
For |
1i |
Elect Director Wayne M. Hewett |
Management |
For |
For |
1j |
Elect Director Manuel Kadre |
Management |
For |
For |
1k |
Elect Director Stephanie C. Linnartz |
Management |
For |
For |
1l |
Elect Director Paula Santilli |
Management |
For |
For |
1m |
Elect Director Caryn Seidman-Becker |
Management |
For |
For |
2 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Reduce Ownership Threshold for Shareholders to Request Action by Written Consent |
Shareholder |
Against |
Against |
6 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
7 |
Report on Political Expenditures Congruence |
Shareholder |
Against |
Against |
8 |
Rescind 2022 Racial Equity Audit Proposal |
Shareholder |
Against |
Against |
9 |
Encourage Senior Management Commitment to Avoid Political Speech |
Shareholder |
Against |
Against |
|
THE NEW YORK TIMES COMPANY Meeting Date: APR 26, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL |
Ticker: NYT Security ID: 650111107 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Beth Brooke |
Management |
For |
For |
1.2 |
Elect Director Rachel Glaser |
Management |
For |
For |
1.3 |
Elect Director Brian P. McAndrews |
Management |
For |
For |
1.4 |
Elect Director John W. Rogers, Jr. |
Management |
For |
For |
2 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
3 |
Approve Qualified Employee Stock Purchase Plan |
Management |
For |
For |
|
THE PROGRESSIVE CORPORATION Meeting Date: MAY 12, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
Ticker: PGR Security ID: 743315103 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Danelle M. Barrett |
Management |
For |
For |
1b |
Elect Director Philip Bleser |
Management |
For |
For |
1c |
Elect Director Stuart B. Burgdoerfer |
Management |
For |
For |
1d |
Elect Director Pamela J. Craig |
Management |
For |
For |
1e |
Elect Director Charles A. Davis |
Management |
For |
For |
1f |
Elect Director Roger N. Farah |
Management |
For |
For |
1g |
Elect Director Lawton W. Fitt |
Management |
For |
Against |
1h |
Elect Director Susan Patricia Griffith |
Management |
For |
For |
1i |
Elect Director Devin C. Johnson |
Management |
For |
For |
1j |
Elect Director Jeffrey D. Kelly |
Management |
For |
For |
1k |
Elect Director Barbara R. Snyder |
Management |
For |
For |
1l |
Elect Director Kahina Van Dyke |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
|
THE SHERWIN-WILLIAMS COMPANY Meeting Date: APR 19, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL |
Ticker: SHW Security ID: 824348106 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Kerrii B. Anderson |
Management |
For |
For |
1b |
Elect Director Arthur F. Anton |
Management |
For |
For |
1c |
Elect Director Jeff M. Fettig |
Management |
For |
For |
1d |
Elect Director John G. Morikis |
Management |
For |
For |
1e |
Elect Director Christine A. Poon |
Management |
For |
For |
1f |
Elect Director Aaron M. Powell |
Management |
For |
For |
1g |
Elect Director Marta R. Stewart |
Management |
For |
For |
1h |
Elect Director Michael H. Thaman |
Management |
For |
For |
1i |
Elect Director Matthew Thornton, III |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
|
THE SOUTHERN COMPANY Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
Ticker: SO Security ID: 842587107 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Janaki Akella |
Management |
For |
For |
1b |
Elect Director Henry A. "Hal" Clark, III |
Management |
For |
For |
1c |
Elect Director Anthony F. "Tony" Earley, Jr. |
Management |
For |
For |
1d |
Elect Director Thomas A. Fanning |
Management |
For |
For |
1e |
Elect Director David J. Grain |
Management |
For |
For |
1f |
Elect Director Colette D. Honorable |
Management |
For |
For |
1g |
Elect Director Donald M. James |
Management |
For |
For |
1h |
Elect Director John D. Johns |
Management |
For |
For |
1i |
Elect Director Dale E. Klein |
Management |
For |
For |
1j |
Elect Director David E. Meador |
Management |
For |
For |
1k |
Elect Director Ernest J. Moniz |
Management |
For |
For |
1l |
Elect Director William G. Smith, Jr. |
Management |
For |
For |
1m |
Elect Director Kristine L. Svinicki |
Management |
For |
For |
1n |
Elect Director Lizanne Thomas |
Management |
For |
For |
1o |
Elect Director Christopher C. Womack |
Management |
For |
For |
1p |
Elect Director E. Jenner Wood, III |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
5 |
Eliminate Supermajority Vote Requirement |
Management |
For |
For |
6 |
Adopt Simple Majority Vote |
Shareholder |
Against |
For |
7 |
Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal |
Shareholder |
Against |
Against |
8 |
Report on Feasibility of Net-Zero GHG Emissions |
Shareholder |
Against |
Against |
|
THE TJX COMPANIES, INC. Meeting Date: JUN 06, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL |
Ticker: TJX Security ID: 872540109 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Jose B. Alvarez |
Management |
For |
For |
1b |
Elect Director Alan M. Bennett |
Management |
For |
For |
1c |
Elect Director Rosemary T. Berkery |
Management |
For |
For |
1d |
Elect Director David T. Ching |
Management |
For |
For |
1e |
Elect Director C. Kim Goodwin |
Management |
For |
For |
1f |
Elect Director Ernie Herrman |
Management |
For |
For |
1g |
Elect Director Amy B. Lane |
Management |
For |
For |
1h |
Elect Director Carol Meyrowitz |
Management |
For |
For |
1i |
Elect Director Jackwyn L. Nemerov |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Report on Third-Party Assessment of Human Rights Due Diligence in Supply Chain |
Shareholder |
Against |
Against |
6 |
Report on Risk from Supplier Misclassification of Supplier's Employees |
Shareholder |
Against |
Against |
7 |
Adopt a Paid Sick Leave Policy for All Employees |
Shareholder |
Against |
Against |
|
THE WALT DISNEY COMPANY Meeting Date: APR 03, 2023 Record Date: FEB 08, 2023 Meeting Type: ANNUAL |
Ticker: DIS Security ID: 254687106 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Mary T. Barra |
Management |
For |
For |
1b |
Elect Director Safra A. Catz |
Management |
For |
For |
1c |
Elect Director Amy L. Chang |
Management |
For |
For |
1d |
Elect Director Francis A. deSouza |
Management |
For |
For |
1e |
Elect Director Carolyn N. Everson |
Management |
For |
For |
1f |
Elect Director Michael B.G. Froman |
Management |
For |
For |
1g |
Elect Director Robert A. Iger |
Management |
For |
For |
1h |
Elect Director Maria Elena Lagomasino |
Management |
For |
For |
1i |
Elect Director Calvin R. McDonald |
Management |
For |
For |
1j |
Elect Director Mark G. Parker |
Management |
For |
For |
1k |
Elect Director Derica W. Rice |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Report on Risks Related to Operations in China |
Shareholder |
Against |
Against |
6 |
Report on Charitable Contributions |
Shareholder |
Against |
Against |
7 |
Report on Political Expenditures |
Shareholder |
Against |
Against |
|
THERMO FISHER SCIENTIFIC INC. Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
Ticker: TMO Security ID: 883556102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Marc N. Casper |
Management |
For |
For |
1b |
Elect Director Nelson J. Chai |
Management |
For |
For |
1c |
Elect Director Ruby R. Chandy |
Management |
For |
For |
1d |
Elect Director C. Martin Harris |
Management |
For |
For |
1e |
Elect Director Tyler Jacks |
Management |
For |
For |
1f |
Elect Director R. Alexandra Keith |
Management |
For |
For |
1g |
Elect Director James C. Mullen |
Management |
For |
For |
1h |
Elect Director Lars R. Sorensen |
Management |
For |
For |
1i |
Elect Director Debora L. Spar |
Management |
For |
For |
1j |
Elect Director Scott M. Sperling |
Management |
For |
For |
1k |
Elect Director Dion J. Weisler |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
5 |
Amend Omnibus Stock Plan |
Management |
For |
For |
6 |
Approve Qualified Employee Stock Purchase Plan |
Management |
For |
For |
|
TRADEWEB MARKETS INC. Meeting Date: MAY 15, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
Ticker: TW Security ID: 892672106 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Troy Dixon |
Management |
For |
For |
1.2 |
Elect Director Scott Ganeles |
Management |
For |
Withhold |
1.3 |
Elect Director Catherine Johnson |
Management |
For |
Withhold |
1.4 |
Elect Director Murray Roos |
Management |
For |
Withhold |
2 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
|
TRANE TECHNOLOGIES PLC Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL |
Ticker: TT Security ID: G8994E103 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Kirk E. Arnold |
Management |
For |
For |
1b |
Elect Director Ann C. Berzin |
Management |
For |
Against |
1c |
Elect Director April Miller Boise |
Management |
For |
Against |
1d |
Elect Director Gary D. Forsee |
Management |
For |
For |
1e |
Elect Director Mark R. George |
Management |
For |
For |
1f |
Elect Director John A. Hayes |
Management |
For |
For |
1g |
Elect Director Linda P. Hudson |
Management |
For |
Against |
1h |
Elect Director Myles P. Lee |
Management |
For |
Against |
1i |
Elect Director David S. Regnery |
Management |
For |
For |
1j |
Elect Director Melissa N. Schaeffer |
Management |
For |
For |
1k |
Elect Director John P. Surma |
Management |
For |
Against |
2 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration |
Management |
For |
For |
5 |
Authorize Issue of Equity |
Management |
For |
For |
6 |
Authorize Issue of Equity without Pre-emptive Rights |
Management |
For |
For |
7 |
Authorize Reissuance of Repurchased Shares |
Management |
For |
For |
|
TRIMBLE INC. Meeting Date: JUN 01, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL |
Ticker: TRMB Security ID: 896239100 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director James C. Dalton |
Management |
For |
For |
1.2 |
Elect Director Borje Ekholm |
Management |
For |
For |
1.3 |
Elect Director Ann Fandozzi |
Management |
For |
For |
1.4 |
Elect Director Kaigham (Ken) Gabriel |
Management |
For |
For |
1.5 |
Elect Director Meaghan Lloyd |
Management |
For |
For |
1.6 |
Elect Director Sandra MacQuillan |
Management |
For |
For |
1.7 |
Elect Director Robert G. Painter |
Management |
For |
For |
1.8 |
Elect Director Mark S. Peek |
Management |
For |
For |
1.9 |
Elect Director Thomas Sweet |
Management |
For |
For |
1.10 |
Elect Director Johan Wibergh |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
|
TRUIST FINANCIAL CORPORATION Meeting Date: APR 25, 2023 Record Date: FEB 16, 2023 Meeting Type: ANNUAL |
Ticker: TFC Security ID: 89832Q109 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Jennifer S. Banner |
Management |
For |
For |
1b |
Elect Director K. David Boyer, Jr. |
Management |
For |
For |
1c |
Elect Director Agnes Bundy Scanlan |
Management |
For |
For |
1d |
Elect Director Anna R. Cablik |
Management |
For |
For |
1e |
Elect Director Dallas S. Clement |
Management |
For |
For |
1f |
Elect Director Paul D. Donahue |
Management |
For |
For |
1g |
Elect Director Patrick C. Graney, III |
Management |
For |
For |
1h |
Elect Director Linnie M. Haynesworth |
Management |
For |
For |
1i |
Elect Director Kelly S. King |
Management |
For |
For |
1j |
Elect Director Easter A. Maynard |
Management |
For |
For |
1k |
Elect Director Donna S. Morea |
Management |
For |
For |
1l |
Elect Director Charles A. Patton |
Management |
For |
For |
1m |
Elect Director Nido R. Qubein |
Management |
For |
For |
1n |
Elect Director David M. Ratcliffe |
Management |
For |
For |
1o |
Elect Director William H. Rogers, Jr. |
Management |
For |
For |
1p |
Elect Director Frank P. Scruggs, Jr. |
Management |
For |
For |
1q |
Elect Director Christine Sears |
Management |
For |
For |
1r |
Elect Director Thomas E. Skains |
Management |
For |
For |
1s |
Elect Director Bruce L. Tanner |
Management |
For |
For |
1t |
Elect Director Thomas N. Thompson |
Management |
For |
For |
1u |
Elect Director Steven C. Voorhees |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
|
U.S. BANCORP Meeting Date: APR 18, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL |
Ticker: USB Security ID: 902973304 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Warner L. Baxter |
Management |
For |
For |
1b |
Elect Director Dorothy J. Bridges |
Management |
For |
For |
1c |
Elect Director Elizabeth L. Buse |
Management |
For |
For |
1d |
Elect Director Andrew Cecere |
Management |
For |
For |
1e |
Elect Director Alan B. Colberg |
Management |
For |
For |
1f |
Elect Director Kimberly N. Ellison-Taylor |
Management |
For |
For |
1g |
Elect Director Kimberly J. Harris |
Management |
For |
For |
1h |
Elect Director Roland A. Hernandez |
Management |
For |
For |
1i |
Elect Director Richard P. McKenney |
Management |
For |
For |
1j |
Elect Director Yusuf I. Mehdi |
Management |
For |
For |
1k |
Elect Director Loretta E. Reynolds |
Management |
For |
For |
1l |
Elect Director John P. Wiehoff |
Management |
For |
For |
1m |
Elect Director Scott W. Wine |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
|
UNION PACIFIC CORPORATION Meeting Date: MAY 18, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
Ticker: UNP Security ID: 907818108 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director William J. DeLaney |
Management |
For |
For |
1b |
Elect Director David B. Dillon |
Management |
For |
For |
1c |
Elect Director Sheri H. Edison |
Management |
For |
For |
1d |
Elect Director Teresa M. Finley |
Management |
For |
For |
1e |
Elect Director Lance M. Fritz |
Management |
For |
For |
1f |
Elect Director Deborah C. Hopkins |
Management |
For |
For |
1g |
Elect Director Jane H. Lute |
Management |
For |
For |
1h |
Elect Director Michael R. McCarthy |
Management |
For |
For |
1i |
Elect Director Jose H. Villarreal |
Management |
For |
For |
1j |
Elect Director Christopher J. Williams |
Management |
For |
For |
2 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
5 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
6 |
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders |
Shareholder |
Against |
Against |
7 |
Adopt a Paid Sick Leave Policy |
Shareholder |
Against |
Against |
|
UNITEDHEALTH GROUP INCORPORATED Meeting Date: JUN 05, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL |
Ticker: UNH Security ID: 91324P102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Timothy Flynn |
Management |
For |
For |
1b |
Elect Director Paul Garcia |
Management |
For |
For |
1c |
Elect Director Kristen Gil |
Management |
For |
For |
1d |
Elect Director Stephen Hemsley |
Management |
For |
For |
1e |
Elect Director Michele Hooper |
Management |
For |
For |
1f |
Elect Director F. William McNabb, III |
Management |
For |
For |
1g |
Elect Director Valerie Montgomery Rice |
Management |
For |
For |
1h |
Elect Director John Noseworthy |
Management |
For |
For |
1i |
Elect Director Andrew Witty |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Deloitte & Touche LLP as Auditors |
Management |
For |
For |
5 |
Report on Third-Party Racial Equity Audit |
Shareholder |
Against |
For |
6 |
Report on Congruency of Political Spending with Company Values and Priorities |
Shareholder |
Against |
Against |
7 |
Submit Severance Agreement (Change-in-Control) to Shareholder Vote |
Shareholder |
Against |
Against |
|
VERISIGN, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL |
Ticker: VRSN Security ID: 92343E102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director D. James Bidzos |
Management |
For |
For |
1.2 |
Elect Director Courtney D. Armstrong |
Management |
For |
For |
1.3 |
Elect Director Yehuda Ari Buchalter |
Management |
For |
For |
1.4 |
Elect Director Kathleen A. Cote |
Management |
For |
For |
1.5 |
Elect Director Thomas F. Frist, III |
Management |
For |
For |
1.6 |
Elect Director Jamie S. Gorelick |
Management |
For |
For |
1.7 |
Elect Director Roger H. Moore |
Management |
For |
For |
1.8 |
Elect Director Timothy Tomlinson |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify KPMG LLP as Auditors |
Management |
For |
For |
5 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
|
VERIZON COMMUNICATIONS INC. Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
Ticker: VZ Security ID: 92343V104 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director Shellye Archambeau |
Management |
For |
For |
1.2 |
Elect Director Roxanne Austin |
Management |
For |
For |
1.3 |
Elect Director Mark Bertolini |
Management |
For |
For |
1.4 |
Elect Director Vittorio Colao |
Management |
For |
For |
1.5 |
Elect Director Melanie Healey |
Management |
For |
For |
1.6 |
Elect Director Laxman Narasimhan |
Management |
For |
For |
1.7 |
Elect Director Clarence Otis, Jr. |
Management |
For |
For |
1.8 |
Elect Director Daniel Schulman |
Management |
For |
For |
1.9 |
Elect Director Rodney Slater |
Management |
For |
For |
1.10 |
Elect Director Carol Tome |
Management |
For |
For |
1.11 |
Elect Director Hans Vestberg |
Management |
For |
For |
1.12 |
Elect Director Gregory Weaver |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
5 |
Report on Government Requests to Remove Content |
Shareholder |
Against |
Against |
6 |
Adopt a Policy Prohibiting Direct and Indirect Political Contributions to Candidates |
Shareholder |
Against |
Against |
7 |
Amend Clawback Policy |
Shareholder |
Against |
For |
8 |
Submit Severance Agreement (Change-in-Control) to Shareholder Vote |
Shareholder |
Against |
Against |
9 |
Require Independent Board Chair |
Shareholder |
Against |
Against |
|
WALMART INC. Meeting Date: MAY 31, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL |
Ticker: WMT Security ID: 931142103 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Cesar Conde |
Management |
For |
For |
1b |
Elect Director Timothy P. Flynn |
Management |
For |
For |
1c |
Elect Director Sarah J. Friar |
Management |
For |
For |
1d |
Elect Director Carla A. Harris |
Management |
For |
For |
1e |
Elect Director Thomas W. Horton |
Management |
For |
For |
1f |
Elect Director Marissa A. Mayer |
Management |
For |
For |
1g |
Elect Director C. Douglas McMillon |
Management |
For |
For |
1h |
Elect Director Gregory B. Penner |
Management |
For |
For |
1i |
Elect Director Randall L. Stephenson |
Management |
For |
For |
1j |
Elect Director S. Robson Walton |
Management |
For |
For |
1k |
Elect Director Steuart L. Walton |
Management |
For |
For |
2 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
Against |
4 |
Ratify Ernst & Young LLP as Auditors |
Management |
For |
For |
5 |
Consider Pay Disparity Between CEO and Other Employees |
Shareholder |
Against |
Against |
6 |
Report on Human Rights Due Diligence |
Shareholder |
Against |
Against |
7 |
Commission Third Party Racial Equity Audit |
Shareholder |
Against |
Against |
8 |
Report on Racial and Gender Layoff Diversity |
Shareholder |
Against |
Against |
9 |
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders |
Shareholder |
Against |
Against |
10 |
Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access |
Shareholder |
Against |
Against |
11 |
Report on Risks Related to Operations in China |
Shareholder |
Against |
Against |
12 |
Oversee and Report a Workplace Health and Safety Audit |
Shareholder |
Against |
Against |
|
WESCO INTERNATIONAL, INC. Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL |
Ticker: WCC Security ID: 95082P105 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1.1 |
Elect Director John J. Engel |
Management |
For |
For |
1.2 |
Elect Director Anne M. Cooney |
Management |
For |
For |
1.3 |
Elect Director Matthew J. Espe |
Management |
For |
For |
1.4 |
Elect Director Bobby J. Griffin |
Management |
For |
For |
1.5 |
Elect Director Sundaram "Naga" Nagarajan |
Management |
For |
For |
1.6 |
Elect Director Steven A. Raymund |
Management |
For |
For |
1.7 |
Elect Director James L. Singleton |
Management |
For |
For |
1.8 |
Elect Director Easwaran Sundaram |
Management |
For |
For |
1.9 |
Elect Director Laura K. Thompson |
Management |
For |
For |
2 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
3 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
4 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
|
ZIMMER BIOMET HOLDINGS, INC. Meeting Date: MAY 12, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
Ticker: ZBH Security ID: 98956P102 |
Proposal No |
Proposal |
Proposed By |
Management Recommendation |
Vote Cast |
1a |
Elect Director Christopher B. Begley |
Management |
For |
For |
1b |
Elect Director Betsy J. Bernard |
Management |
For |
For |
1c |
Elect Director Michael J. Farrell |
Management |
For |
For |
1d |
Elect Director Robert A. Hagemann |
Management |
For |
For |
1e |
Elect Director Bryan C. Hanson |
Management |
For |
For |
1f |
Elect Director Arthur J. Higgins |
Management |
For |
For |
1g |
Elect Director Maria Teresa Hilado |
Management |
For |
For |
1h |
Elect Director Syed Jafry |
Management |
For |
For |
1i |
Elect Director Sreelakshmi Kolli |
Management |
For |
For |
1j |
Elect Director Michael W. Michelson |
Management |
For |
For |
2 |
Ratify PricewaterhouseCoopers LLP as Auditors |
Management |
For |
For |
3 |
Advisory Vote to Ratify Named Executive Officers' Compensation |
Management |
For |
For |
4 |
Advisory Vote on Say on Pay Frequency |
Management |
One Year |
One Year |
END NPX REPORT
SIGNATURES:
Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned,
thereunto duly authorized.
Nuveen Core Equity Alpha Fund
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By |
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/s/ David J. Lamb |
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David J. Lamb Chief Administrative Officer |
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Date |
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May 17, 2024
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