CORNERSTONE TOTAL RETURN FUND INC

Regulatory Filings • Aug 17, 2023

N-PX 1 fp0084337-1_npx.htm

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM N-PX

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT

INVESTMENT COMPANY

Investment Company Act file number 811-02363

Cornerstone Total Return Fund, Inc.

Field: Rule-Page

Field: /Rule-Page

(Exact name of registrant as specified in charter)

| 225
Pictoria Drive, Suite 450, Cincinnati, OH | 45246 |
| --- | --- |
| (Address
of principal executive offices) | (Zip
code) |

Paul Leone, Esq.

c/o Ultimus Fund Solutions, LLC, 225 Pictoria Drive, Suite 450, Cincinnati, OH 45246

Field: Rule-Page

Field: /Rule-Page

(Name and address of agent for service)

Registrant’s telephone number, including area code: (866) 668-6558

Date of fiscal year end: December 31

Date of reporting period: July 1, 2022 - June 30, 2023

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Field: Page; Sequence: 1

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ITEM 1. PROXY VOTING RECORD.

| Company
Name | Ticker | CUSIP | Meeting
Date | Proposal
Number | Proposal
Description | Proponent | Ballot
Status | Management
Recommendation | VoteCast | For/Against
Management |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| Abbvie
Inc | ABBV | 00287Y109 | 5/5/2023 | 1 | Elect
Robert J. Alpern | Mgmt | Voted | For | For
98.22% Against 1.78% Abstain 0% Withheld 0% | For |
| Abbvie
Inc | ABBV | 00287Y109 | 5/5/2023 | 2 | Elect
Melody B. Meyer | Mgmt | Voted | For | For
99.66% Against 0.34% Abstain 0% Withheld 0% | For |
| Abbvie
Inc | ABBV | 00287Y109 | 5/5/2023 | 3 | Elect
Frederick H. Waddell | Mgmt | Voted | For | For
98.83% Against 1.17% Abstain 0% Withheld 0% | For |
| Abbvie
Inc | ABBV | 00287Y109 | 5/5/2023 | 4 | Ratification
of Auditor | Mgmt | Voted | For | For
98.55% Against 1.24% Abstain 0.21% Withheld 0% | For |
| Abbvie
Inc | ABBV | 00287Y109 | 5/5/2023 | 5 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
90.51% Against 8.7% Abstain 0.79% Withheld 0% | For |
| Abbvie
Inc | ABBV | 00287Y109 | 5/5/2023 | 6 | Elimination
of Supermajority Requirement | Mgmt | Voted | For | For
98.77% Against 0.9% Abstain 0.33% Withheld 0% | For |
| Abbvie
Inc | ABBV | 00287Y109 | 5/5/2023 | 7 | Shareholder
Proposal Regarding Simple Majority Vote | ShrHoldr | Voted | Against | For
53.2% Against 46.26% Abstain 0.54% Withheld 0% | Against |
| Abbvie
Inc | ABBV | 00287Y109 | 5/5/2023 | 8 | Shareholder
Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Voted | Against | For
14.95% Against 83.73% Abstain 1.32% Withheld 0% | For |
| Abbvie
Inc | ABBV | 00287Y109 | 5/5/2023 | 9 | Shareholder
Proposal Regarding Lobbying Report | ShrHoldr | Voted | Against | For
35.73% Against 62.64% Abstain 1.63% Withheld 0% | For |
| Abbvie
Inc | ABBV | 00287Y109 | 5/5/2023 | 10 | Shareholder
Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Voted | Against | For
28.95% Against 69% Abstain 2.05% Withheld 0% | For |
| abrdn
Global Infrastructure Income Fund | ASGI | 00326W106 | 5/25/2023 | 1 | Elect
Gordon A. Baird | Mgmt | Voted | For | For
89.16% Against 0% Abstain 0% Withheld 10.84% | For |
| abrdn
Global Infrastructure Income Fund | ASGI | 00326W106 | 5/25/2023 | 2 | Elect
Chris LaVictoire Mahai | Mgmt | Voted | For | For
89% Against 0% Abstain 0% Withheld 11% | For |
| abrdn
Global Infrastructure Income Fund | ASGI | 00326W106 | 5/25/2023 | 3 | Elect
Thomas W. Hunersen | Mgmt | Voted | For | For
89.01% Against 0% Abstain 0% Withheld 10.99% | For |
| abrdn
Global Infrastructure Income Fund | ASGI | 00326W106 | 5/25/2023 | 4 | Elect
Nancy Yao Maasbach | Mgmt | Voted | For | For
80.73% Against 0% Abstain 0% Withheld 19.27% | For |
| abrdn
Global Infrastructure Income Fund | ASGI | 00326W106 | 5/25/2023 | 5 | Elect
Stephen Bird | Mgmt | Voted | For | For
84.07% Against 0% Abstain 0% Withheld 15.93% | For |
| abrdn
Global Premier Properties Fund | AWP | 00302M106 | 5/25/2023 | 1 | Elect
Nancy Yao Maasbach | Mgmt | Voted | For | For
84.71% Against 0% Abstain 0% Withheld 15.29% | For |
| abrdn
Global Premier Properties Fund | AWP | 00302M106 | 5/25/2023 | 2 | Elect
Stephen Bird | Mgmt | Voted | For | For
86.22% Against 0% Abstain 0% Withheld 13.78% | For |
| Adams
Diversified Equity Fund | ADX | 006212104 | 4/20/2023 | 1 | Elect
Kenneth J. Dale | Mgmt | Voted | For | For
90.52% Against 0% Abstain 0% Withheld 9.48% | For |
| Adams
Diversified Equity Fund | ADX | 006212104 | 4/20/2023 | 2 | Elect
Frederic A. Escherich | Mgmt | Voted | For | For
88.77% Against 0% Abstain 0% Withheld 11.23% | For |
| Adams
Diversified Equity Fund | ADX | 006212104 | 4/20/2023 | 3 | Elect
James P. Haynie | Mgmt | Voted | For | For
90.73% Against 0% Abstain 0% Withheld 9.27% | For |
| Adams
Diversified Equity Fund | ADX | 006212104 | 4/20/2023 | 4 | Elect
Mary Chris Jammet | Mgmt | Voted | For | For
89.3% Against 0% Abstain 0% Withheld 10.7% | For |
| Adams
Diversified Equity Fund | ADX | 006212104 | 4/20/2023 | 5 | Elect
Lauriann C. Kloppenburg | Mgmt | Voted | For | For
89.34% Against 0% Abstain 0% Withheld 10.66% | For |
| Adams
Diversified Equity Fund | ADX | 006212104 | 4/20/2023 | 6 | Elect
Jane Musser Nelson | Mgmt | Voted | For | For
90.74% Against 0% Abstain 0% Withheld 9.26% | For |
| Adams
Diversified Equity Fund | ADX | 006212104 | 4/20/2023 | 7 | Elect
Mark E. Stoeckle | Mgmt | Voted | For | For
88.94% Against 0% Abstain 0% Withheld 11.06% | For |
| Adams
Diversified Equity Fund | ADX | 006212104 | 4/20/2023 | 8 | Ratification
of Auditor | Mgmt | Voted | For | For
91.72% Against 7.31% Abstain 0.97% Withheld 0.00% | For |
| Adams
Natural Resources Fund Inc | PEO | 00548F105 | 4/20/2023 | 1 | Elect
Kenneth J. Dale | Mgmt | Voted | For | For
97.42% Against 0% Abstain 0% Withheld 2.58% | For |
| Adams
Natural Resources Fund Inc | PEO | 00548F105 | 4/20/2023 | 2 | Elect
Frederic A. Escherich | Mgmt | Voted | For | For
97.26% Against 0% Abstain 0% Withheld 2.74% | For |
| Adams
Natural Resources Fund Inc | PEO | 00548F105 | 4/20/2023 | 3 | Elect
James P. Haynie | Mgmt | Voted | For | For
97.49% Against 0% Abstain 0% Withheld 2.51% | For |
| Adams
Natural Resources Fund Inc | PEO | 00548F105 | 4/20/2023 | 4 | Elect
Mary Chris Jammet | Mgmt | Voted | For | For
97.4% Against 0% Abstain 0% Withheld 2.6% | For |
| Adams
Natural Resources Fund Inc | PEO | 00548F105 | 4/20/2023 | 5 | Elect
Lauriann C. Kloppenburg | Mgmt | Voted | For | For
97.42% Against 0% Abstain 0% Withheld 2.58% | For |
| Adams
Natural Resources Fund Inc | PEO | 00548F105 | 4/20/2023 | 6 | Elect
Jane Musser Nelson | Mgmt | Voted | For | For
97.42% Against 0% Abstain 0% Withheld 2.58% | For |
| Adams
Natural Resources Fund Inc | PEO | 00548F105 | 4/20/2023 | 7 | Elect
Mark E. Stoeckle | Mgmt | Voted | For | For
96.67% Against 0% Abstain 0% Withheld 3.33% | For |
| Adams
Natural Resources Fund Inc | PEO | 00548F105 | 4/20/2023 | 8 | Ratification
of Auditor | Mgmt | Voted | For | For
98.18% Against 0% Abstain 0.82% Withheld 1% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 1 | Elect
Amy L. Banse | Mgmt | Voted | For | For
92.7% Against 7.18% Abstain 0.12% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 2 | Elect
Brett Biggs | Mgmt | Voted | For | For
99.18% Against 0.69% Abstain 0.13% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 3 | Elect
Melanie Boulden | Mgmt | Voted | For | For
97.32% Against 2.56% Abstain 0.12% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 4 | Elect
Frank A. Calderoni | Mgmt | Voted | For | For
95.8% Against 4.07% Abstain 0.13% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 5 | Elect
Laura B. Desmond | Mgmt | Voted | For | For
96.53% Against 3.35% Abstain 0.12% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 6 | Elect
Shantanu Narayen | Mgmt | Voted | For | For
93.17% Against 6.39% Abstain 0.44% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 7 | Elect
Spencer Neumann | Mgmt | Voted | For | For
99.21% Against 0.67% Abstain 0.12% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 8 | Elect
Kathleen Oberg | Mgmt | Voted | For | For
96.81% Against 3.07% Abstain 0.12% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 9 | Elect
Dheeraj Pandey | Mgmt | Voted | For | For
99.21% Against 0.66% Abstain 0.13% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 10 | Elect
David A. Ricks | Mgmt | Voted | For | For
96.94% Against 2.94% Abstain 0.12% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 11 | Elect
Daniel Rosensweig | Mgmt | Voted | For | For
95.86% Against 4.02% Abstain 0.12% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 12 | Elect
John E. Warnock | Mgmt | Voted | For | For
98.38% Against 1.52% Abstain 0.1% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 13 | Amendment
to the 2019 Equity Incentive Plan | Mgmt | Voted | For | For
94% Against 5.83% Abstain 0.17% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
93.5% Against 6.32% Abstain 0.18% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 15 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
87.94% Against 11.72% Abstain 0.34% Withheld 0% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 16 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.45% 2 yr 0.07% 3 yr 1.33% Abstain 0.15% | For |
| Adobe
Inc | ADBE | 00724F101 | 4/20/2023 | 17 | Shareholder
Proposal Regarding Report on Hiring Practices for People With Arrest Records | ShrHoldr | Voted | Against | For
16.77% Against 82.02% Abstain 1.21% Withheld 0% | For |
| Air
Products & Chemicals Inc. | APD | 009158106 | 1/26/2023 | 1 | Elect
Tonit M. Calaway | Mgmt | Voted | For | For
93.56% Against 6.33% Abstain 0.11% Withheld 0% | For |
| Air
Products & Chemicals Inc. | APD | 009158106 | 1/26/2023 | 2 | Elect
Charles I. Cogut | Mgmt | Voted | For | For
97.57% Against 2.31% Abstain 0.12% Withheld 0% | For |
| Air
Products & Chemicals Inc. | APD | 009158106 | 1/26/2023 | 3 | Elect
Lisa A. Davis | Mgmt | Voted | For | For
96.05% Against 3.86% Abstain 0.09% Withheld 0% | For |
| Air
Products & Chemicals Inc. | APD | 009158106 | 1/26/2023 | 4 | Elect
Seifollah Ghasemi | Mgmt | Voted | For | For
95.51% Against 4.17% Abstain 0.32% Withheld 0% | For |
| Air
Products & Chemicals Inc. | APD | 009158106 | 1/26/2023 | 5 | Elect
David H. Y. Ho | Mgmt | Voted | For | For
98.46% Against 1.44% Abstain 0.1% Withheld 0% | For |
| Air
Products & Chemicals Inc. | APD | 009158106 | 1/26/2023 | 6 | Elect
Edward L. Monser | Mgmt | Voted | For | For
90.71% Against 9.17% Abstain 0.12% Withheld 0% | For |
| Air
Products & Chemicals Inc. | APD | 009158106 | 1/26/2023 | 7 | Elect
Matthew H. Paull | Mgmt | Voted | For | For
97.12% Against 2.78% Abstain 0.1% Withheld 0% | For |
| Air
Products & Chemicals Inc. | APD | 009158106 | 1/26/2023 | 8 | Elect
Wayne T. Smith | Mgmt | Voted | For | For
98.96% Against 0.94% Abstain 0.1% Withheld 0% | For |
| Air
Products & Chemicals Inc. | APD | 009158106 | 1/26/2023 | 9 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.93% Against 6.82% Abstain 0.25% Withheld 0% | For |
| Air
Products & Chemicals Inc. | APD | 009158106 | 1/26/2023 | 10 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.65% 2 yr 0.12% 3 yr 1.1% Abstain 0.13% | For |
| Air
Products & Chemicals Inc. | APD | 009158106 | 1/26/2023 | 11 | Ratification
of Auditor | Mgmt | Voted | For | For
99.34% Against 0.57% Abstain 0.09% Withheld 0% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 1 | Elect
M. Lauren Brlas | Mgmt | Voted | For | For
95.88% Against 4.04% Abstain 0.08% Withheld 0% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 2 | Elect
Ralf H. Cramer | Mgmt | Voted | For | For
98.76% Against 1.15% Abstain 0.09% Withheld 0% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 3 | Elect
J. Kent Masters, Jr. | Mgmt | Voted | For | For
95.53% Against 4.39% Abstain 0.08% Withheld 0% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 4 | Elect
Glenda J. Minor | Mgmt | Voted | For | For
98.23% Against 1.69% Abstain 0.08% Withheld 0% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 5 | Elect
James J. O’Brien | Mgmt | Voted | For | For
95.68% Against 4.23% Abstain 0.09% Withheld 0% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 6 | Elect
Diarmuid B. O’Connell | Mgmt | Voted | For | For
97.53% Against 2.39% Abstain 0.08% Withheld 0% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 7 | Elect
Dean L. Seavers | Mgmt | Voted | For | For
97.19% Against 2.72% Abstain 0.09% Withheld 0% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 8 | Elect
Gerald A. Steiner | Mgmt | Voted | For | For
98.07% Against 1.84% Abstain 0.09% Withheld 0% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 9 | Elect
Holly A. Van Deursen | Mgmt | Voted | For | For
98.43% Against 1.5% Abstain 0.07% Withheld 0% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 10 | Elect
Alejandro D. Wolff | Mgmt | Voted | For | For
95.49% Against 4.42% Abstain 0.09% Withheld 0% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.78% Against 5.85% Abstain 2.37% Withheld 0% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.59% 2 yr 0.15% 3 yr 2.18% Abstain 0.08% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
94.07% Against 5.86% Abstain 0.07% Withheld 0% | For |
| Albemarle
Corp. | ALB | 012653101 | 5/2/2023 | 14 | Approval
of the 2023 Stock Compensation and Deferral Election Plan for Non-Employee Directors | Mgmt | Voted | For | For
98.01% Against 1.83% Abstain 0.16% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 1 | Elect
Jeffrey P. Bezos | Mgmt | Voted | For | For
94.74% Against 4.98% Abstain 0.28% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 2 | Elect
Andrew R. Jassy | Mgmt | Voted | For | For
98.85% Against 0.98% Abstain 0.17% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 3 | Elect
Keith B. Alexander | Mgmt | Voted | For | For
98.1% Against 1.69% Abstain 0.21% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 4 | Elect
Edith W. Cooper | Mgmt | Voted | For | For
81.07% Against 18.66% Abstain 0.27% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 5 | Elect
Jamie S. Gorelick | Mgmt | Voted | For | For
95.86% Against 3.94% Abstain 0.2% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 6 | Elect
Daniel P. Huttenlocher | Mgmt | Voted | For | For
80.77% Against 18.94% Abstain 0.29% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 7 | Elect
Judith A. McGrath | Mgmt | Voted | For | For
71.06% Against 28.66% Abstain 0.28% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 8 | Elect
Indra K. Nooyi | Mgmt | Voted | For | For
97.45% Against 1.82% Abstain 0.73% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 9 | Elect
Jonathan J. Rubinstein | Mgmt | Voted | For | For
95.97% Against 3.82% Abstain 0.21% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 10 | Elect
Patricia Q. Stonesifer | Mgmt | Voted | For | For
95.06% Against 4.74% Abstain 0.2% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 11 | Elect
Wendell P. Weeks | Mgmt | Voted | For | For
98.28% Against 1.51% Abstain 0.21% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
96.47% Against 3.31% Abstain 0.22% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
68.13% Against 31.52% Abstain 0.35% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.67% 2 yr 0.16% 3 yr 0.92% Abstain 0.25% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 15 | Amendment
to the 1997 Stock Incentive Plan | Mgmt | Voted | For | For
93.23% Against 6.52% Abstain 0.25% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 16 | Shareholder
Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Voted | Against | For
6.66% Against 85.29% Abstain 8.05% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 17 | Shareholder
Proposal Regarding Report on Customer Due Diligence | ShrHoldr | Voted | Against | For
33.91% Against 65.29% Abstain 0.8% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 18 | Shareholder
Proposal Regarding Report on Government Requests for Content and Product Removal | ShrHoldr | Voted | Against | For
10.24% Against 87.36% Abstain 2.4% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 19 | Shareholder
Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Voted | Against | For
1.59% Against 97.35% Abstain 1.06% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 20 | Shareholder
Proposal Regarding Just Transition Reporting | ShrHoldr | Voted | Against | For
26.99% Against 69.62% Abstain 3.39% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 21 | Shareholder
Proposal Regarding Report on Tax Transparency | ShrHoldr | Voted | Against | For
17.55% Against 81.63% Abstain 0.82% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 22 | Shareholder
Proposal Regarding Lobbying Alignment with Climate Commitments | ShrHoldr | Voted | Against | For
23.54% Against 75.09% Abstain 1.37% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 23 | Shareholder
Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Voted | Against | For
29.03% Against 70.23% Abstain 0.74% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 24 | Shareholder
Proposal Regarding Cost Benefit Analysis of DEI Programs | ShrHoldr | Voted | Against | For
0.83% Against 98.48% Abstain 0.69% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 25 | Shareholder
Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Voted | Against | For
11.45% Against 87.86% Abstain 0.69% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 26 | Shareholder
Proposal Regarding Third-Party Assessment of Freedom of Association | ShrHoldr | Voted | Against | For
34.63% Against 64.57% Abstain 0.8% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 27 | Shareholder
Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Voted | Against | For
6.46% Against 92.27% Abstain 1.27% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 28 | Shareholder
Proposal Regarding Report Evaluating Animal Welfare Standards | ShrHoldr | Voted | Against | For
5.56% Against 93.35% Abstain 1.09% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 29 | Shareholder
Proposal Regarding Formation of Public Policy Committee | ShrHoldr | Voted | Against | For
6.27% Against 92.55% Abstain 1.18% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 30 | Shareholder
Proposal Regarding Hourly Associate Representation on the Board | ShrHoldr | Voted | Against | For
18.32% Against 81% Abstain 0.68% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 31 | Shareholder
Proposal Regarding Report on Working Conditions | ShrHoldr | Voted | Against | For
35.16% Against 64.09% Abstain 0.75% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 32 | Shareholder
Proposal Regarding Report on Plastic Packaging | ShrHoldr | Voted | Against | For
31.83% Against 66.79% Abstain 1.38% Withheld 0% | For |
| Amazon.com
Inc. | AMZN | 023135106 | 5/24/2023 | 33 | Shareholder
Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | ShrHoldr | Voted | Against | For
37.18% Against 62.02% Abstain 0.8% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 1 | Elect
Nicholas K. Akins | Mgmt | Voted | For | For
90.63% Against 9.14% Abstain 0.23% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 2 | Elect
J. Barnie Beasley, Jr. | Mgmt | Voted | For | For
98.1% Against 1.64% Abstain 0.26% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 3 | Elect
Benjamin G.S. Fowke III | Mgmt | Voted | For | For
93.82% Against 5.95% Abstain 0.23% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 4 | Elect
Art A. Garcia | Mgmt | Voted | For | For
87.86% Against 11.88% Abstain 0.26% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 5 | Elect
Linda A. Goodspeed | Mgmt | Voted | For | For
97.54% Against 2.23% Abstain 0.23% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 6 | Elect
Donna A. James | Mgmt | Voted | For | For
96.69% Against 3.06% Abstain 0.25% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 7 | Elect
Sandra Beach Lin | Mgmt | Voted | For | For
93.25% Against 6.54% Abstain 0.21% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 8 | Elect
Margaret M. McCarthy | Mgmt | Voted | For | For
98.58% Against 1.18% Abstain 0.24% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 9 | Elect
Oliver G. Richard, III | Mgmt | Voted | For | For
97.77% Against 1.98% Abstain 0.25% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 10 | Elect
Daryl Roberts | Mgmt | Voted | For | For
98.94% Against 0.79% Abstain 0.27% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 11 | Elect
Julia A. Sloat | Mgmt | Voted | For | For
98.86% Against 0.9% Abstain 0.24% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 12 | Elect
Sara Martinez Tucker | Mgmt | Voted | For | For
89.47% Against 10.3% Abstain 0.23% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 13 | Elect
Lewis Von Thaer | Mgmt | Voted | For | For
99.08% Against 0.66% Abstain 0.26% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
99.55% Against 0.29% Abstain 0.16% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 15 | Elimination
of Supermajority Requirement | Mgmt | Voted | For | For
98.49% Against 1.05% Abstain 0.46% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 16 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
94.82% Against 4.66% Abstain 0.52% Withheld 0% | For |
| American
Electric Power Company Inc. | AEP | 025537101 | 4/25/2023 | 17 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.31% 2 yr 0.28% 3 yr 0.99% Abstain 0.42% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 1 | Elect
Jeffrey N. Edwards | Mgmt | Voted | For | For
96.1% Against 3.82% Abstain 0.08% Withheld 0% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 2 | Elect
Martha Clark Goss | Mgmt | Voted | For | For
94.86% Against 5.06% Abstain 0.08% Withheld 0% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 3 | Elect
M. Susan Hardwick | Mgmt | Voted | For | For
99.24% Against 0.59% Abstain 0.17% Withheld 0% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 4 | Elect
Kimberly J. Harris | Mgmt | Voted | For | For
96.01% Against 3.92% Abstain 0.07% Withheld 0% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 5 | Elect
Laurie P. Havanec | Mgmt | Voted | For | For
99.42% Against 0.41% Abstain 0.17% Withheld 0% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 6 | Elect
Julia L. Johnson | Mgmt | Voted | For | For
95.19% Against 4.73% Abstain 0.08% Withheld 0% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 7 | Elect
Patricia L. Kampling | Mgmt | Voted | For | For
96.59% Against 3.35% Abstain 0.06% Withheld 0% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 8 | Elect
Karl F. Kurz | Mgmt | Voted | For | For
97.76% Against 2.16% Abstain 0.08% Withheld 0% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 9 | Elect
Michael L. Marberry | Mgmt | Voted | For | For
99.15% Against 0.68% Abstain 0.17% Withheld 0% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 10 | Elect
James G. Stavridis | Mgmt | Voted | For | For
92.53% Against 7.39% Abstain 0.08% Withheld 0% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.55% Against 6.19% Abstain 0.26% Withheld 0% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.37% 2 yr 0.14% 3 yr 1.36% Abstain 0.13% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
91.64% Against 8.27% Abstain 0.09% Withheld 0% | For |
| American
Water Works Co. Inc. | AWK | 030420103 | 5/10/2023 | 14 | Shareholder
Proposal Regarding Racial Equity Audit | ShrHoldr | Voted | Against | For
39.13% Against 58.65% Abstain 2.22% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 1 | Elect
Lester B. Knight | Mgmt | Voted | For | For
93.55% Against 6.4% Abstain 0.05% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 2 | Elect
Gregory C. Case | Mgmt | Voted | For | For
98.7% Against 1.3% Abstain 0% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 3 | Elect
CAI Jinyong | Mgmt | Voted | For | For
99.4% Against 0.55% Abstain 0.05% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 4 | Elect
Jeffrey C. Campbell | Mgmt | Voted | For | For
92.87% Against 7.075% Abstain 0.055% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 5 | Elect
Fulvio Conti | Mgmt | Voted | For | For
96.7% Against 3.25% Abstain 0.05% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 6 | Elect
Cheryl A. Francis | Mgmt | Voted | For | For
97% Against 2.9% Abstain 0.1% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 7 | Elect
Adriana Karaboutis | Mgmt | Voted | For | For
98.94% Against 0.94% Abstain 0.12% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 8 | Elect
Richard C. Notebaert | Mgmt | Voted | For | For
95.55% Against 4.4% Abstain 0.05% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 9 | Elect
Gloria Santona | Mgmt | Voted | For | For
96.84% Against 3.115% Abstain 0.045% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 10 | Elect
Sarah E. Smith | Mgmt | Voted | For | For
99.65% Against 0.305% Abstain 0.045% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 11 | Elect
Byron O. Spruell | Mgmt | Voted | For | For
99.2% Against 0.8% Abstain 0% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 12 | Elect
Carolyn Y. Woo | Mgmt | Voted | For | For
96.21% Against 3.735% Abstain 0.055% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.88% Against 7.5% Abstain 0.62% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.89% 2 yr 0.095% 3 yr 0.935% Abstain 0.08% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
94.12% Against 5.84% Abstain 0.04% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 16 | Appointment
of Statutory Auditor | Mgmt | Voted | For | For
94.3% Against 5.7% Abstain 0% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 17 | Authority
to Set Statutory Auditor’s Fees | Mgmt | Voted | For | For
98.7% Against 1.26% Abstain 0.04% Withheld 0% | For |
| Aon
plc | AON | G0403H108 | 6/16/2023 | 18 | Amendment
to the 2011 Incentive Plan | Mgmt | Voted | For | For
94.32% Against 5.41% Abstain 0.27% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 1 | Elect
James A. Bell | Mgmt | Voted | For | For
99.01% Against 0.7% Abstain 0.29% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 2 | Elect
Timothy D. Cook | Mgmt | Voted | For | For
98.16% Against 1.62% Abstain 0.22% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 3 | Elect
Albert A. Gore | Mgmt | Voted | For | For
91.19% Against 7.89% Abstain 0.92% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 4 | Elect
Alex Gorsky | Mgmt | Voted | For | For
97.75% Against 1.94% Abstain 0.31% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 5 | Elect
Andrea Jung | Mgmt | Voted | For | For
92.95% Against 6.68% Abstain 0.37% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 6 | Elect
Arthur D. Levinson | Mgmt | Voted | For | For
93.96% Against 5.74% Abstain 0.3% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 7 | Elect
Monica C. Lozano | Mgmt | Voted | For | For
99.06% Against 0.64% Abstain 0.3% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 8 | Elect
Ronald D. Sugar | Mgmt | Voted | For | For
93.46% Against 6.23% Abstain 0.31% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 9 | Elect
Susan L. Wagner | Mgmt | Voted | For | For
95.95% Against 3.77% Abstain 0.28% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 10 | Ratification
of Auditor | Mgmt | Voted | For | For
98.51% Against 1.21% Abstain 0.28% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
88.39% Against 10.85% Abstain 0.76% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.04% 2 yr 0.32% 3 yr 1.29% Abstain 0.35% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 13 | Shareholder
Proposal Regarding Civil Rights Audit | ShrHoldr | Voted | Against | For
1.39% Against 97.52% Abstain 1.09% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 14 | Shareholder
Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Voted | Against | For
4.32% Against 94.15% Abstain 1.53% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 15 | Shareholder
Proposal Regarding Shareholder Engagement with the Board | ShrHoldr | Voted | Against | For
6.4% Against 92.73% Abstain 0.87% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 16 | Shareholder
Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Voted | Against | For
33.33% Against 65.14% Abstain 1.53% Withheld 0% | For |
| Apple
Inc | AAPL | 037833100 | 3/10/2023 | 17 | Shareholder
Proposal Regarding Proxy Access Bylaw Amendment | ShrHoldr | Voted | Against | For
30.69% Against 68.36% Abstain 0.95% Withheld 0% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 1 | Elect
Rani Borkar | Mgmt | Voted | For | For
99.51% Against 0.35% Abstain 0.14% Withheld 0% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 2 | Elect
Judy Bruner | Mgmt | Voted | For | For
95.73% Against 4.13% Abstain 0.14% Withheld 0% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 3 | Elect
Xun Chen | Mgmt | Voted | For | For
99.35% Against 0.52% Abstain 0.13% Withheld 0% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 4 | Elect
Aart J. de Geus | Mgmt | Voted | For | For
98.34% Against 1.52% Abstain 0.14% Withheld 0% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 5 | Elect
Gary E. Dickerson | Mgmt | Voted | For | For
99.11% Against 0.76% Abstain 0.13% Withheld 0% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 6 | Elect
Thomas J. Iannotti | Mgmt | Voted | For | For
92.72% Against 7.15% Abstain 0.13% Withheld 0% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 7 | Elect
Alexander A. Karsner | Mgmt | Voted | For | For
95.25% Against 4.61% Abstain 0.14% Withheld 0% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 8 | Elect
Kevin P. March | Mgmt | Voted | For | For
99.53% Against 0.33% Abstain 0.14% Withheld 0% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 9 | Elect
Yvonne McGill | Mgmt | Voted | For | For
98.58% Against 1.28% Abstain 0.14% Withheld 0% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 10 | Elect
Scott A. McGregor | Mgmt | Voted | For | For
99.46% Against 0.41% Abstain 0.13% Withheld 0% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.43% Against 7.25% Abstain 0.32% Withheld 0% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.62% 2 yr 0.13% 3 yr 1.11% Abstain 0.14% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
98% Against 1.84% Abstain 0.16% Withheld 0% | For |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 14 | Shareholder
Proposal Regarding Right to Call Special Meetings | ShrHoldr | Voted | Against | For
50.26% Against 49.51% Abstain 0.23% Withheld 0% | Against |
| Applied
Materials Inc. | AMAT | 038222105 | 3/9/2023 | 15 | Shareholder
Proposal Regarding Improvement of Executive Compensation Program | ShrHoldr | Voted | Against | For
9.63% Against 89.46% Abstain 0.91% Withheld 0% | For |
| Arthur
J. Gallagher & Co. | AJG | 363576109 | 5/9/2023 | 1 | Elect
Sherry S. Barrat | Mgmt | Voted | For | For
93.93% Against 5.93% Abstain 0.14% Withheld 0% | For |
| Arthur
J. Gallagher & Co. | AJG | 363576109 | 5/9/2023 | 2 | Elect
William L. Bax | Mgmt | Voted | For | For
93.17% Against 6.69% Abstain 0.14% Withheld 0% | For |
| Arthur
J. Gallagher & Co. | AJG | 363576109 | 5/9/2023 | 3 | Elect
Teresa H. Clarke | Mgmt | Voted | For | For
98.85% Against 0.84% Abstain 0.31% Withheld 0% | For |
| Arthur
J. Gallagher & Co. | AJG | 363576109 | 5/9/2023 | 4 | Elect
D. John Coldman | Mgmt | Voted | For | For
96.78% Against 3.07% Abstain 0.15% Withheld 0% | For |
| Arthur
J. Gallagher & Co. | AJG | 363576109 | 5/9/2023 | 5 | Elect
J. Patrick Gallagher, Jr. | Mgmt | Voted | For | For
90.4% Against 9.45% Abstain 0.15% Withheld 0% | For |
| Arthur
J. Gallagher & Co. | AJG | 363576109 | 5/9/2023 | 6 | Elect
David S. Johnson | Mgmt | Voted | For | For
85.67% Against 14.19% Abstain 0.14% Withheld 0% | For |
| Arthur
J. Gallagher & Co. | AJG | 363576109 | 5/9/2023 | 7 | Elect
Christopher C. Miskel | Mgmt | Voted | For | For
95.28% Against 4.58% Abstain 0.14% Withheld 0% | For |
| Arthur
J. Gallagher & Co. | AJG | 363576109 | 5/9/2023 | 8 | Elect
Ralph J. Nicoletti | Mgmt | Voted | For | For
98.39% Against 1.46% Abstain 0.15% Withheld 0% | For |
| Arthur
J. Gallagher & Co. | AJG | 363576109 | 5/9/2023 | 9 | Elect
Norman L. Rosenthal | Mgmt | Voted | For | For
96.71% Against 3.15% Abstain 0.14% Withheld 0% | For |
| Arthur
J. Gallagher & Co. | AJG | 363576109 | 5/9/2023 | 10 | Ratification
of Auditor | Mgmt | Voted | For | For
94.43% Against 4.49% Abstain 1.08% Withheld 0% | For |
| Arthur
J. Gallagher & Co. | AJG | 363576109 | 5/9/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.96% Against 7.41% Abstain 0.63% Withheld 0% | For |
| Arthur
J. Gallagher & Co. | AJG | 363576109 | 5/9/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.52% 2 yr 0.18% 3 yr 0.89% Abstain 0.41% | For |
| Arthur
J. Gallagher & Co. | AJG | 363576109 | 5/9/2023 | 13 | Amendment
to Allow Exculpation of Officers | Mgmt | Voted | For | For
85.94% Against 13.88% Abstain 0.18% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 1 | Elect
Andrew Anagnost | Mgmt | Voted | For | For
99.11% Against 0.78% Abstain 0.11% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 2 | Elect
Karen Blasing | Mgmt | Voted | For | For
98.73% Against 1.16% Abstain 0.11% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 3 | Elect
Reid French | Mgmt | Voted | For | For
98.61% Against 1.28% Abstain 0.11% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 4 | Elect
Ayanna M. Howard | Mgmt | Voted | For | For
99.46% Against 0.44% Abstain 0.1% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 5 | Elect
Blake J. Irving | Mgmt | Voted | For | For
97.59% Against 2.3% Abstain 0.11% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 6 | Elect
Mary T. McDowell | Mgmt | Voted | For | For
95.97% Against 3.92% Abstain 0.11% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 7 | Elect
Stephen D. Milligan | Mgmt | Voted | For | For
99.43% Against 0.43% Abstain 0.14% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 8 | Elect
Lorrie M. Norrington | Mgmt | Voted | For | For
84.19% Against 15.7% Abstain 0.11% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 9 | Elect
Elizabeth S. Rafael | Mgmt | Voted | For | For
97.6% Against 2.29% Abstain 0.11% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 10 | Elect
Rami Rahim | Mgmt | Voted | For | For
99.23% Against 0.64% Abstain 0.13% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 11 | Elect
Stacy J. Smith | Mgmt | Voted | For | For
94.49% Against 5.4% Abstain 0.11% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
92.7% Against 7.22% Abstain 0.08% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
89.54% Against 9.76% Abstain 0.7% Withheld 0% | For |
| Autodesk
Inc. | ADSK | 052769106 | 6/21/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 99.14% 2 yr 0.03% 3 yr 0.74% Abstain 0.09% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 1 | Elect
Glyn F. Aeppel | Mgmt | Voted | For | For
96.56% Against 3.18% Abstain 0.26% Withheld 0% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 2 | Elect
Terry S. Brown | Mgmt | Voted | For | For
96.46% Against 3.28% Abstain 0.26% Withheld 0% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 3 | Elect
Ronald L. Havner, Jr. | Mgmt | Voted | For | For
98.86% Against 0.88% Abstain 0.26% Withheld 0% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 4 | Elect
Stephen P. Hills | Mgmt | Voted | For | For
98.68% Against 1.06% Abstain 0.26% Withheld 0% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 5 | Elect
Christopher B. Howard | Mgmt | Voted | For | For
99.17% Against 0.57% Abstain 0.26% Withheld 0% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 6 | Elect
Richard J. Lieb | Mgmt | Voted | For | For
95% Against 4.74% Abstain 0.26% Withheld 0% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 7 | Elect
Nnenna Lynch | Mgmt | Voted | For | For
99.15% Against 0.59% Abstain 0.26% Withheld 0% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 8 | Elect
Charles E. Mueller, Jr. | Mgmt | Voted | For | For
99% Against 0.74% Abstain 0.26% Withheld 0% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 9 | Elect
Timothy J. Naughton | Mgmt | Voted | For | For
96.48% Against 3.26% Abstain 0.26% Withheld 0% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 10 | Elect
Benjamin W. Schall | Mgmt | Voted | For | For
99.54% Against 0.2% Abstain 0.26% Withheld 0% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 11 | Elect
Susan Swanezy | Mgmt | Voted | For | For
89.27% Against 10.47% Abstain 0.26% Withheld 0% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 12 | Elect
W. Edward Walter III | Mgmt | Voted | For | For
93.96% Against 5.78% Abstain 0.26% Withheld 0% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.74% Against 5.91% Abstain 0.35% Withheld 0% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.26% 2 yr 0.01% 3 yr 2.46% Abstain 0.27% | For |
| Avalonbay
Communities Inc. | AVB | 053484101 | 5/24/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
95.25% Against 4.73% Abstain 0.02% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 1 | Elect
Sharon L. Allen | Mgmt | Voted | For | For
97.57% Against 2.13% Abstain 0.3% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 2 | Elect
José E. Almeida | Mgmt | Voted | For | For
98.48% Against 1.21% Abstain 0.31% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 3 | Elect
Frank P. Bramble, Sr. | Mgmt | Voted | For | For
93.47% Against 6.21% Abstain 0.32% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 4 | Elect
Pierre J. P. de Weck | Mgmt | Voted | For | For
97.59% Against 2.08% Abstain 0.33% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 5 | Elect
Arnold W. Donald | Mgmt | Voted | For | For
97.35% Against 2.33% Abstain 0.32% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 6 | Elect
Linda P. Hudson | Mgmt | Voted | For | For
96.72% Against 2.97% Abstain 0.31% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 7 | Elect
Monica C. Lozano | Mgmt | Voted | For | For
93.3% Against 6.39% Abstain 0.31% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 8 | Elect
Brian T. Moynihan | Mgmt | Voted | For | For
94.96% Against 4.45% Abstain 0.59% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 9 | Elect
Lionel L. Nowell, III | Mgmt | Voted | For | For
98.13% Against 1.53% Abstain 0.34% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 10 | Elect
Denise L. Ramos | Mgmt | Voted | For | For
98.17% Against 1.52% Abstain 0.31% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 11 | Elect
Clayton S. Rose | Mgmt | Voted | For | For
97.8% Against 1.89% Abstain 0.31% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 12 | Elect
Michael D. White | Mgmt | Voted | For | For
97.8% Against 1.89% Abstain 0.31% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 13 | Elect
Thomas D. Woods | Mgmt | Voted | For | For
98.22% Against 1.46% Abstain 0.32% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 14 | Elect
Maria T. Zuber | Mgmt | Voted | For | For
93.92% Against 5.77% Abstain 0.31% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 15 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
68.37% Against 30.6% Abstain 1.03% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 16 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.79% 2 yr 0.26% 3 yr 1.46% Abstain 0.49% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 17 | Ratification
of Auditor | Mgmt | Voted | For | For
96.03% Against 3.66% Abstain 0.31% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 18 | Amendment
to the Bank of America Corporation Equity Plan | Mgmt | Voted | For | For
94.25% Against 5.29% Abstain 0.46% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 19 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
25.8% Against 72.32% Abstain 1.88% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 20 | Shareholder
Proposal Regarding Severance Approval Policy | ShrHoldr | Voted | Against | For
7.61% Against 91.62% Abstain 0.77% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 21 | Shareholder
Proposal Regarding Report on Absolute GHG Targets and Alignment with Paris Agreement | ShrHoldr | Voted | Against | For
11.36% Against 87.64% Abstain 1% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 22 | Shareholder
Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Voted | Against | For
28.06% Against 70.55% Abstain 1.39% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 23 | Shareholder
Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Voted | Against | For
6.95% Against 91.79% Abstain 1.26% Withheld 0% | For |
| Bank
Of America Corp. | BACPRD | 060505104 | 4/25/2023 | 24 | Shareholder
Proposal Regarding a Racial Equity Audit | ShrHoldr | Voted | Against | For
15.09% Against 83.97% Abstain 0.94% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 1 | Elect
Linda Z. Cook | Mgmt | Voted | For | For
95.97% Against 3.84% Abstain 0.19% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 2 | Elect
Joseph J. Echevarria | Mgmt | Voted | For | For
94.9% Against 4.58% Abstain 0.52% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 3 | Elect
M. Amy Gilliland | Mgmt | Voted | For | For
98.45% Against 1.34% Abstain 0.21% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 4 | Elect
Jeffrey A. Goldstein | Mgmt | Voted | For | For
98.48% Against 1.32% Abstain 0.2% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 5 | Elect
K. Guru Gowrappan | Mgmt | Voted | For | For
98.99% Against 0.79% Abstain 0.22% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 6 | Elect
Ralph Izzo | Mgmt | Voted | For | For
96.89% Against 2.89% Abstain 0.22% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 7 | Elect
Sandie O'Connor | Mgmt | Voted | For | For
99.02% Against 0.77% Abstain 0.21% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 8 | Elect
Elizabeth E. Robinson | Mgmt | Voted | For | For
99.03% Against 0.77% Abstain 0.2% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 9 | Elect
Frederick O. Terrell | Mgmt | Voted | For | For
98.39% Against 1.39% Abstain 0.22% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 10 | Elect
Robin A. Vince | Mgmt | Voted | For | For
99.11% Against 0.68% Abstain 0.21% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 11 | Elect
Alfred W. Zollar | Mgmt | Voted | For | For
98.48% Against 1.31% Abstain 0.21% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 12 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
94.57% Against 4.89% Abstain 0.54% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 13 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.01% 2 yr 0.25% 3 yr 1.45% Abstain 0.29% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
98.06% Against 1.78% Abstain 0.16% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 15 | Approval
of the 2023 Long-Term Incentive Plan | Mgmt | Voted | For | For
95.42% Against 4.28% Abstain 0.3% Withheld 0% | For |
| Bank
Of New York Mellon Corp | BK | 064058100 | 4/12/2023 | 16 | Shareholder
Proposal Regarding Severance Approval Policy | ShrHoldr | Voted | Against | For
17.64% Against 81.81% Abstain 0.55% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 1 | Elect
Warren E. Buffett | Mgmt | Voted | For | For
96.3% Against 3.7% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 2 | Elect
Charles T. Munger | Mgmt | Voted | For | For
95.54% Against 4.46% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 3 | Elect
Gregory E. Abel | Mgmt | Voted | For | For
95.89% Against 4.11% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 4 | Elect
Howard G. Buffett | Mgmt | Voted | For | For
95.68% Against 4.32% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 5 | Elect
Susan A. Buffett | Mgmt | Voted | For | For
95.7% Against 4.3% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 6 | Elect
Stephen B. Burke | Mgmt | Voted | For | For
89.03% Against 10.97% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 7 | Elect
Kenneth I. Chenault | Mgmt | Voted | For | For
89.73% Against 10.27% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 8 | Elect
Christopher C. Davis | Mgmt | Voted | For | For
96.25% Against 3.75% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 9 | Elect
Susan L. Decker | Mgmt | Voted | For | For
86.19% Against 13.81% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 10 | Elect
Charlotte Guyman | Mgmt | Voted | For | For
86.3% Against 13.7% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 11 | Elect
Ajit Jain | Mgmt | Voted | For | For
95.87% Against 4.13% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 12 | Elect
Thomas S. Murphy, Jr. | Mgmt | Voted | For | For
97.29% Against 2.71% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 13 | Elect
Ronald L. Olson | Mgmt | Voted | For | For
95.66% Against 4.34% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 14 | Elect
Wallace R. Weitz | Mgmt | Voted | For | For
96.84% Against 3.16% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 15 | Elect
Meryl B. Witmer | Mgmt | Voted | For | For
96.57% Against 3.43% Abstain 0% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 16 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
90.15% Against 8.68% Abstain 1.17% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 17 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 3
Years | 1
yr 30.22% 2 yr 0.29% 3 yr 69.32% Abstain 0.17% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 18 | Shareholder
Proposal Regarding Climate Report | ShrHoldr | Voted | Against | For
26.63% Against 72.87% Abstain 0.5% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 19 | Shareholder
Proposal Regarding Disclosure and Oversight of Climate Change Risks | ShrHoldr | Voted | Against | For
17.87% Against 81.64% Abstain 0.49% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 20 | Shareholder
Proposal Regarding Aligning GHG Reductions with Paris Agreement | ShrHoldr | Voted | Against | For
22.66% Against 76.83% Abstain 0.51% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 21 | Shareholder
Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Voted | Against | For
20.8% Against 78.68% Abstain 0.52% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 22 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
10.88% Against 88.49% Abstain 0.63% Withheld 0% | For |
| Berkshire
Hathaway Inc. | BRK.A | 084670702 | 5/6/2023 | 23 | Shareholder
Proposal Regarding Public Positions on Political Speech | ShrHoldr | Voted | Against | For
0.82% Against 98.89% Abstain 0.29% Withheld 0% | For |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 1 | Elect
Alexander J. Denner | Mgmt | Voted | For | For
11.71% Against 3.9% Abstain 84.39% Withheld 0% | Against |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 2 | Elect
Caroline D. Dorsa | Mgmt | Voted | For | For
79.32% Against 20.45% Abstain 0.23% Withheld 0% | For |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 3 | Elect
Maria C. Freire | Mgmt | Voted | For | For
62.78% Against 37.13% Abstain 0.09% Withheld 0% | For |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 4 | Elect
William A. Hawkins | Mgmt | Voted | For | For
61.72% Against 38.17% Abstain 0.11% Withheld 0% | For |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 5 | Elect
William D. Jones | Mgmt | Voted | For | For
9.3% Against 6.24% Abstain 84.46% Withheld 0% | Against |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 6 | Elect
Jesus B. Mantas | Mgmt | Voted | For | For
79.86% Against 20.03% Abstain 0.11% Withheld 0% | For |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 7 | Elect
Richard C. Mulligan | Mgmt | Voted | For | For
11.08% Against 4.52% Abstain 84.4% Withheld 0% | Against |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 8 | Elect
Eric K. Rowinsky | Mgmt | Voted | For | For
59.41% Against 40.48% Abstain 0.11% Withheld 0% | For |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 9 | Elect
Stephen A. Sherwin | Mgmt | Voted | For | For
78.08% Against 21.83% Abstain 0.09% Withheld 0% | For |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 10 | Elect
Christopher A. Viehbacher | Mgmt | Voted | For | For
98.21% Against 1.7% Abstain 0.09% Withheld 0% | For |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 11 | Ratification
of Auditor | Mgmt | Voted | For | For
96.36% Against 3.57% Abstain 0.07% Withheld 0% | For |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 12 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
69.23% Against 30.62% Abstain 0.15% Withheld 0% | For |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 13 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.01% 2 yr 0.05% 3 yr 1.85% Abstain 0.09% | For |
| Biogen
Inc | BIIB | 09062X103 | 6/26/2023 | 14 | Elect
Susan K. Langer | Mgmt | Voted | For | For
53.76% Against 39.13% Abstain 7.11% Withheld 0% | For |
| BlackRock
Health Sciences Trust | BMEZ | 09260E105 | 7/25/2022 | 1 | Elect
Frank J. Fabozzi | Mgmt | Voted | For | For
95.81% Against 0% Abstain 0% Withheld 4.19% | For |
| BlackRock
Health Sciences Trust | BMEZ | 09260E105 | 7/25/2022 | 2 | Elect
Robert Fairbairn | Mgmt | Voted | For | For
96.2% Against 0% Abstain 0% Withheld 3.8% | For |
| BlackRock
Health Sciences Trust | BMEZ | 09260E105 | 7/25/2022 | 3 | Elect
J. Phillip Holloman | Mgmt | Voted | For | For
95.65% Against 0% Abstain 0% Withheld 4.35% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 1 | Elect
Robert A. Bradway | Mgmt | Voted | For | For
94.89% Against 3.86% Abstain 1.25% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 2 | Elect
David L. Calhoun | Mgmt | Voted | For | For
94.13% Against 4.91% Abstain 0.96% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 3 | Elect
Lynne M. Doughtie | Mgmt | Voted | For | For
95.27% Against 3.55% Abstain 1.18% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 4 | Elect
David L. Gitlin | Mgmt | Voted | For | For
95.73% Against 3.04% Abstain 1.23% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 5 | Elect
Lynn J. Good | Mgmt | Voted | For | For
93.72% Against 5.1% Abstain 1.18% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 6 | Elect
Stayce D. Harris | Mgmt | Voted | For | For
95.57% Against 3.28% Abstain 1.15% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 7 | Elect
Akhil Johri | Mgmt | Voted | For | For
94.84% Against 3.92% Abstain 1.24% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 8 | Elect
David L. Joyce | Mgmt | Voted | For | For
94.51% Against 4.26% Abstain 1.23% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 9 | Elect
Lawrence W. Kellner | Mgmt | Voted | For | For
93.06% Against 5.76% Abstain 1.18% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 10 | Elect
Steven M. Mollenkopf | Mgmt | Voted | For | For
94.47% Against 4.3% Abstain 1.23% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 11 | Elect
John M. Richardson | Mgmt | Voted | For | For
95.8% Against 3% Abstain 1.2% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 12 | Elect
Sabrina Soussan | Mgmt | Voted | For | For
95.65% Against 3.1% Abstain 1.25% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 13 | Elect
Ronald A. Williams | Mgmt | Voted | For | For
91.38% Against 7.37% Abstain 1.25% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
74.04% Against 24.41% Abstain 1.55% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 95.8% 2 yr 0.99% 3 yr 1.81% Abstain 1.4% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 16 | Approval
of the 2023 Incentive Stock Plan | Mgmt | Voted | For | For
90.84% Against 7.85% Abstain 1.31% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 17 | Ratification
of Auditor | Mgmt | Voted | For | For
96.05% Against 3.14% Abstain 0.81% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 18 | Shareholder
Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Voted | Against | For
7.37% Against 90.35% Abstain 2.28% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 19 | Shareholder
Proposal Regarding Lobbying Report | ShrHoldr | Voted | Against | For
36.58% Against 61.62% Abstain 1.8% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 20 | Shareholder
Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Voted | Against | For
34.98% Against 59.71% Abstain 5.31% Withheld 0% | For |
| Boeing
Co. | BA | 097023105 | 4/18/2023 | 21 | Shareholder
Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Voted | Against | For
46.69% Against 51.8% Abstain 1.51% Withheld 0% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 1 | Elect
Glenn D. Fogel | Mgmt | Voted | For | For
99.85% Against 0% Abstain 0% Withheld 0.15% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 2 | Elect
Mirian M. Graddick-Weir | Mgmt | Voted | For | For
96.46% Against 0% Abstain 0% Withheld 3.54% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 3 | Elect
Wei Hopeman | Mgmt | Voted | For | For
98.93% Against 0% Abstain 0% Withheld 1.07% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 4 | Elect
Robert J. Mylod Jr. | Mgmt | Voted | For | For
96.97% Against 0% Abstain 0% Withheld 3.03% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 5 | Elect
Charles H. Noski | Mgmt | Voted | For | For
97.73% Against 0% Abstain 0% Withheld 2.27% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 6 | Elect
Joseph ““Larry”” Quinlan | Mgmt | Voted | For | For
99.87% Against 0% Abstain 0% Withheld 0.13% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 7 | Elect
Nicholas J. Read | Mgmt | Voted | For | For
99.57% Against 0% Abstain 0% Withheld 0.43% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 8 | Elect
Thomas E. Rothman | Mgmt | Voted | For | For
98.6% Against 0% Abstain 0% Withheld 1.4% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 9 | Elect
Sumit Singh | Mgmt | Voted | For | For
98.81% Against 0% Abstain 0% Withheld 1.19% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 10 | Elect
Lynn M. Vojvodich Radakovich | Mgmt | Voted | For | For
97.95% Against 0% Abstain 0% Withheld 2.05% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 11 | Elect
Vanessa A. Wittman | Mgmt | Voted | For | For
98.46% Against 0% Abstain 0% Withheld 1.54% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 12 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
87.63% Against 12.13% Abstain 0.24% Withheld 0% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
91.07% Against 8.88% Abstain 0.05% Withheld 0% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 99.02% 2 yr 0.07% 3 yr 0.84% Abstain 0.07% | For |
| Booking
Holdings Inc | BKNG | 09857L108 | 6/6/2023 | 15 | Shareholder
Proposal Regarding Severance Approval Policy | ShrHoldr | Voted | Against | For
7.51% Against 92.35% Abstain 0.14% Withheld 0% | For |
| Boston
Scientific Corp. | BSX | 101137107 | 5/4/2023 | 1 | Elect
Nelda J. Connors | Mgmt | Voted | For | For
97.37% Against 2.59% Abstain 0.04% Withheld 0% | For |
| Boston
Scientific Corp. | BSX | 101137107 | 5/4/2023 | 2 | Elect
Charles J. Dockendorff | Mgmt | Voted | For | For
93.87% Against 6.08% Abstain 0.05% Withheld 0% | For |
| Boston
Scientific Corp. | BSX | 101137107 | 5/4/2023 | 3 | Elect
Yoshiaki Fujimori | Mgmt | Voted | For | For
98.96% Against 0.99% Abstain 0.05% Withheld 0% | For |
| Boston
Scientific Corp. | BSX | 101137107 | 5/4/2023 | 4 | Elect
Edward J. Ludwig | Mgmt | Voted | For | For
96.23% Against 3.72% Abstain 0.05% Withheld 0% | For |
| Boston
Scientific Corp. | BSX | 101137107 | 5/4/2023 | 5 | Elect
Michael F. Mahoney | Mgmt | Voted | For | For
93.67% Against 6.28% Abstain 0.05% Withheld 0% | For |
| Boston
Scientific Corp. | BSX | 101137107 | 5/4/2023 | 6 | Elect
David J. Roux | Mgmt | Voted | For | For
96.44% Against 3.51% Abstain 0.05% Withheld 0% | For |
| Boston
Scientific Corp. | BSX | 101137107 | 5/4/2023 | 7 | Elect
John E. Sununu | Mgmt | Voted | For | For
85.87% Against 14.09% Abstain 0.04% Withheld 0% | For |
| Boston
Scientific Corp. | BSX | 101137107 | 5/4/2023 | 8 | Elect
David S. Wichmann | Mgmt | Voted | For | For
98.93% Against 1.02% Abstain 0.05% Withheld 0% | For |
| Boston
Scientific Corp. | BSX | 101137107 | 5/4/2023 | 9 | Elect
Ellen M. Zane | Mgmt | Voted | For | For
86.62% Against 13.34% Abstain 0.04% Withheld 0% | For |
| Boston
Scientific Corp. | BSX | 101137107 | 5/4/2023 | 10 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.56% Against 7.37% Abstain 0.07% Withheld 0% | For |
| Boston
Scientific Corp. | BSX | 101137107 | 5/4/2023 | 11 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 99.27% 2 yr 0.06% 3 yr 0.62% Abstain 0.05% | For |
| Boston
Scientific Corp. | BSX | 101137107 | 5/4/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
93.06% Against 6.91% Abstain 0.03% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 1 | Elect
Peter J. Arduini | Mgmt | Voted | For | For
96.85% Against 2.9% Abstain 0.25% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 2 | Elect
Deepak L. Bhatt | Mgmt | Voted | For | For
99.11% Against 0.64% Abstain 0.25% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 3 | Elect
Giovanni Caforio | Mgmt | Voted | For | For
91.84% Against 7.57% Abstain 0.59% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 4 | Elect
Julia A. Haller | Mgmt | Voted | For | For
98.19% Against 1.63% Abstain 0.18% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 5 | Elect
Manuel Hidalgo Medina | Mgmt | Voted | For | For
98.12% Against 1.62% Abstain 0.26% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 6 | Elect
Paula A. Price | Mgmt | Voted | For | For
97.05% Against 2.71% Abstain 0.24% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 7 | Elect
Derica W. Rice | Mgmt | Voted | For | For
95.14% Against 4.6% Abstain 0.26% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 8 | Elect
Theodore R. Samuels, II | Mgmt | Voted | For | For
94.62% Against 5.17% Abstain 0.21% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 9 | Elect
Gerald Storch | Mgmt | Voted | For | For
92.44% Against 7.3% Abstain 0.26% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 10 | Elect
Karen H. Vousden | Mgmt | Voted | For | For
97.07% Against 2.69% Abstain 0.24% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 11 | Elect
Phyllis R. Yale | Mgmt | Voted | For | For
97.81% Against 1.94% Abstain 0.25% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 12 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.99% Against 7.57% Abstain 0.44% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 13 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.61% 2 yr 0.26% 3 yr 1.85% Abstain 0.28% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
96.75% Against 3.04% Abstain 0.21% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 15 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
31.7% Against 67.92% Abstain 0.38% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 16 | Shareholder
Proposal Regarding Non-Discrimination Audit | ShrHoldr | Voted | Against | For
1.53% Against 96.21% Abstain 2.26% Withheld 0% | For |
| Bristol-Myers
Squibb Co. | BMY | 110122108 | 5/2/2023 | 17 | Shareholder
Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | ShrHoldr | Voted | Against | For
5.77% Against 92.66% Abstain 1.57% Withheld 0% | For |
| Broadcom
Inc | AVGO | 11135F101 | 4/3/2023 | 1 | Elect
Diane M. Bryant | Mgmt | Voted | For | For
90.22% Against 9.73% Abstain 0.05% Withheld 0% | For |
| Broadcom
Inc | AVGO | 11135F101 | 4/3/2023 | 2 | Elect
Gayla J. Delly | Mgmt | Voted | For | For
98.85% Against 1.09% Abstain 0.06% Withheld 0% | For |
| Broadcom
Inc | AVGO | 11135F101 | 4/3/2023 | 3 | Elect
Raul J. Fernandez | Mgmt | Voted | For | For
98.79% Against 1.15% Abstain 0.06% Withheld 0% | For |
| Broadcom
Inc | AVGO | 11135F101 | 4/3/2023 | 4 | Elect
Eddy W. Hartenstein | Mgmt | Voted | For | For
79.76% Against 20.18% Abstain 0.06% Withheld 0% | For |
| Broadcom
Inc | AVGO | 11135F101 | 4/3/2023 | 5 | Elect
Check Kian Low | Mgmt | Voted | For | For
89.31% Against 10.64% Abstain 0.05% Withheld 0% | For |
| Broadcom
Inc | AVGO | 11135F101 | 4/3/2023 | 6 | Elect
Justine F. Page | Mgmt | Voted | For | For
99.41% Against 0.54% Abstain 0.05% Withheld 0% | For |
| Broadcom
Inc | AVGO | 11135F101 | 4/3/2023 | 7 | Elect
Henry S. Samueli | Mgmt | Voted | For | For
97.72% Against 2.23% Abstain 0.05% Withheld 0% | For |
| Broadcom
Inc | AVGO | 11135F101 | 4/3/2023 | 8 | Elect
Hock E. Tan | Mgmt | Voted | For | For
99.77% Against 0.19% Abstain 0.04% Withheld 0% | For |
| Broadcom
Inc | AVGO | 11135F101 | 4/3/2023 | 9 | Elect
Harry L. You | Mgmt | Voted | For | For
60.79% Against 39.16% Abstain 0.05% Withheld 0% | For |
| Broadcom
Inc | AVGO | 11135F101 | 4/3/2023 | 10 | Ratification
of Auditor | Mgmt | Voted | For | For
98.67% Against 1.25% Abstain 0.08% Withheld 0% | For |
| Broadcom
Inc | AVGO | 11135F101 | 4/3/2023 | 11 | Amendment
to the 2012 Stock Incentive Plan | Mgmt | Voted | For | For
71.92% Against 27.61% Abstain 0.47% Withheld 0% | For |
| Broadcom
Inc | AVGO | 11135F101 | 4/3/2023 | 12 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
32.17% Against 67.34% Abstain 0.49% Withheld 0% | Against |
| Broadcom
Inc | AVGO | 11135F101 | 4/3/2023 | 13 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.26% 2 yr 0.08% 3 yr 1.19% Abstain 0.47% | For |
| Calamos
Long/Short Equity & Dynamic Income Trust | CPZ | 12812C106 | 6/20/2023 | 1 | Elect
John P. Calamos, Sr. | Mgmt | Voted | For | For
95.18% Against 0% Abstain 0% Withheld 4.82% | For |
| Calamos
Long/Short Equity & Dynamic Income Trust | CPZ | 12812C106 | 6/20/2023 | 2 | Elect
William R. Rybak | Mgmt | Voted | For | For
94.18% Against 0% Abstain 0% Withheld 5.82% | For |
| Calamos
Long/Short Equity & Dynamic Income Trust | CPZ | 12812C106 | 6/20/2023 | 3 | Elect
Christopher M. Toub | Mgmt | Voted | For | For
94.76% Against 0% Abstain 0% Withheld 5.24% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 1 | Elect
Brandon B. Boze | Mgmt | Voted | For | For
98.93% Against 0.94% Abstain 0.13% Withheld 0% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 2 | Elect
Beth F. Cobert | Mgmt | Voted | For | For
97.45% Against 2.42% Abstain 0.13% Withheld 0% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 3 | Elect
Reginald H. Gilyard | Mgmt | Voted | For | For
94.61% Against 5.26% Abstain 0.13% Withheld 0% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 4 | Elect
Shira D. Goodman | Mgmt | Voted | For | For
98.97% Against 0.89% Abstain 0.14% Withheld 0% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 5 | Elect
E.M. Blake Hutcheson | Mgmt | Voted | For | For
98.61% Against 1.26% Abstain 0.13% Withheld 0% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 6 | Elect
Christopher T. Jenny | Mgmt | Voted | For | For
92.14% Against 7.73% Abstain 0.13% Withheld 0% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 7 | Elect
Gerardo I. Lopez | Mgmt | Voted | For | For
96.36% Against 3.5% Abstain 0.14% Withheld 0% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 8 | Elect
Susan Meaney | Mgmt | Voted | For | For
97.22% Against 2.65% Abstain 0.13% Withheld 0% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 9 | Elect
Oscar Munoz | Mgmt | Voted | For | For
96.91% Against 2.95% Abstain 0.14% Withheld 0% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 10 | Elect
Robert E. Sulentic | Mgmt | Voted | For | For
99.58% Against 0.29% Abstain 0.13% Withheld 0% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 11 | Elect
Sanjiv Yajnik | Mgmt | Voted | For | For
98.98% Against 0.89% Abstain 0.13% Withheld 0% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
98.15% Against 1.74% Abstain 0.11% Withheld 0% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.09% Against 6.8% Abstain 0.11% Withheld 0% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.62% 2 yr 0.01% 3 yr 1.35% Abstain 0.02% | For |
| CBRE
Group Inc | CBG | 12504L109 | 5/17/2023 | 15 | Shareholder
Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Voted | Against | For
26.11% Against 73.75% Abstain 0.14% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 9/27/2022 | 1 | Repeal
of Classified Board | Mgmt | Voted | For | For
99.88% Against 0.1% Abstain 0.02% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 9/27/2022 | 2 | Permit
Shareholders to Call Special Meetings | Mgmt | Voted | For | For
99.85% Against 0.13% Abstain 0.02% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 9/27/2022 | 3 | Permit
Shareholders to Act by Written Consent | Mgmt | Voted | For | For
98.01% Against 1.96% Abstain 0.03% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 9/27/2022 | 4 | Right
to Adjourn Meeting | Mgmt | Voted | For | For
87.33% Against 12.63% Abstain 0.04% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 1 | Elect
Jessica L. Blume | Mgmt | Voted | For | For
95.58% Against 1.79% Abstain 2.63% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 2 | Elect
Kenneth A. Burdick | Mgmt | Voted | For | For
98.82% Against 1.14% Abstain 0.04% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 3 | Elect
Christopher J. Coughlin | Mgmt | Voted | For | For
93.12% Against 4.25% Abstain 2.63% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 4 | Elect
H. James Dallas | Mgmt | Voted | For | For
96.42% Against 0.96% Abstain 2.62% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 5 | Elect
Wayne S. DeVeydt | Mgmt | Voted | For | For
96.65% Against 3.32% Abstain 0.03% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 6 | Elect
Frederick H. Eppinger | Mgmt | Voted | For | For
93.99% Against 5.93% Abstain 0.08% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 7 | Elect
Monte E. Ford | Mgmt | Voted | For | For
98.5% Against 1.45% Abstain 0.05% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 8 | Elect
Sarah M. London | Mgmt | Voted | For | For
99.05% Against 0.89% Abstain 0.06% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 9 | Elect
Lori J. Robinson | Mgmt | Voted | For | For
93.72% Against 3.62% Abstain 2.66% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 10 | Elect
Theodore R. Samuels, II | Mgmt | Voted | For | For
94.06% Against 3.3% Abstain 2.64% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
83.93% Against 16% Abstain 0.07% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.7% 2 yr 0.02% 3 yr 1.25% Abstain 0.03% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
97.86% Against 2.12% Abstain 0.02% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 14 | Shareholder
Proposal Regarding Severance Approval Policy | ShrHoldr | Voted | Against | For
9.19% Against 90.7% Abstain 0.11% Withheld 0% | For |
| Centene
Corp. | CNC | 15135B101 | 5/10/2023 | 15 | Shareholder
Proposal Regarding Report on Linking Executive Pay to Maternal Morbidity Metrics | ShrHoldr | Voted | Against | For
12.25% Against 86.93% Abstain 0.82% Withheld 0% | For |
| Charles
Schwab Corp. | SCHW | 808513105 | 5/18/2023 | 1 | Elect
Marianne C. Brown | Mgmt | Voted | For | For
94.04% Against 5.25% Abstain 0.71% Withheld 0% | For |
| Charles
Schwab Corp. | SCHW | 808513105 | 5/18/2023 | 2 | Elect
Frank C. Herringer | Mgmt | Voted | For | For
80.23% Against 18.69% Abstain 1.08% Withheld 0% | For |
| Charles
Schwab Corp. | SCHW | 808513105 | 5/18/2023 | 3 | Elect
Gerri Martin-Flickinger | Mgmt | Voted | For | For
94.47% Against 4.82% Abstain 0.71% Withheld 0% | For |
| Charles
Schwab Corp. | SCHW | 808513105 | 5/18/2023 | 4 | Elect
Todd M. Ricketts | Mgmt | Voted | For | For
94.43% Against 4.86% Abstain 0.71% Withheld 0% | For |
| Charles
Schwab Corp. | SCHW | 808513105 | 5/18/2023 | 5 | Elect
Carolyn Schwab-Pomerantz | Mgmt | Voted | For | For
93.64% Against 5.29% Abstain 1.07% Withheld 0% | For |
| Charles
Schwab Corp. | SCHW | 808513105 | 5/18/2023 | 6 | Ratification
of Auditor | Mgmt | Voted | For | For
94.9% Against 4.99% Abstain 0.11% Withheld 0% | For |
| Charles
Schwab Corp. | SCHW | 808513105 | 5/18/2023 | 7 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.81% Against 8.02% Abstain 0.17% Withheld 0% | For |
| Charles
Schwab Corp. | SCHW | 808513105 | 5/18/2023 | 8 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.87% 2 yr 0.23% 3 yr 0.77% Abstain 0.13% | For |
| Charles
Schwab Corp. | SCHW | 808513105 | 5/18/2023 | 9 | Shareholder
Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Voted | Against | For
24.42% Against 74.4% Abstain 1.18% Withheld 0% | For |
| Charles
Schwab Corp. | SCHW | 808513105 | 5/18/2023 | 10 | Shareholder
Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Voted | Against | For
0.96% Against 98.26% Abstain 0.78% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 1 | Elect
Wanda M. Austin | Mgmt | Voted | For | For
94.6% Against 5.04% Abstain 0.36% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 2 | Elect
John B. Frank | Mgmt | Voted | For | For
93.85% Against 5.77% Abstain 0.38% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 3 | Elect
Alice P. Gast | Mgmt | Voted | For | For
94.96% Against 4.68% Abstain 0.36% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 4 | Elect
Enrique Hernandez, Jr. | Mgmt | Voted | For | For
95.32% Against 4.29% Abstain 0.39% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 5 | Elect
Marillyn A. Hewson | Mgmt | Voted | For | For
95.32% Against 4.29% Abstain 0.39% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 6 | Elect
Jon M. Huntsman Jr. | Mgmt | Voted | For | For
94.87% Against 4.77% Abstain 0.36% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 7 | Elect
Charles W. Moorman | Mgmt | Voted | For | For
93.98% Against 5.64% Abstain 0.38% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 8 | Elect
Dambisa F. Moyo | Mgmt | Voted | For | For
95.14% Against 4.48% Abstain 0.38% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 9 | Elect
Debra L. Reed-Klages | Mgmt | Voted | For | For
94.95% Against 4.69% Abstain 0.36% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 10 | Elect
D. James Umpleby III | Mgmt | Voted | For | For
95.02% Against 4.6% Abstain 0.38% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 11 | Elect
Cynthia J. Warner | Mgmt | Voted | For | For
95.2% Against 4.43% Abstain 0.37% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 12 | Elect
Michael K. Wirth | Mgmt | Voted | For | For
92.78% Against 6.74% Abstain 0.48% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
97.21% Against 2.56% Abstain 0.23% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
94.19% Against 5.21% Abstain 0.6% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.04% 2 yr 0.34% 3 yr 2.22% Abstain 0.4% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 16 | Shareholder
Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | ShrHoldr | Voted | Against | For
1.25% Against 97.91% Abstain 0.84% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 17 | Shareholder
Proposal Regarding Medium-Term Scope 3 Target | ShrHoldr | Voted | Against | For
9.32% Against 88.18% Abstain 2.5% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 18 | Shareholder
Proposal Regarding Recalculated Emissions Baseline | ShrHoldr | Voted | Against | For
18.02% Against 80.38% Abstain 1.6% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 19 | Shareholder
Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Voted | Against | For
1.53% Against 97.02% Abstain 1.45% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 20 | Shareholder
Proposal Regarding Just Transition Reporting | ShrHoldr | Voted | Against | For
17.22% Against 75.26% Abstain 7.52% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 21 | Shareholder
Proposal Regarding Racial Equity Audit | ShrHoldr | Voted | Against | For
9.61% Against 88.7% Abstain 1.69% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 22 | Shareholder
Proposal Regarding Report on Tax Transparency | ShrHoldr | Voted | Against | For
14.5% Against 84.55% Abstain 0.95% Withheld 0% | For |
| Chevron
Corp. | CVX | 166764100 | 5/31/2023 | 23 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
19.78% Against 79.63% Abstain 0.59% Withheld 0% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 1 | Elect
Albert S. Baldocchi | Mgmt | Voted | For | For
97.95% Against 2.05% Abstain 0% Withheld 0% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 2 | Elect
Matthew Carey | Mgmt | Voted | For | For
99.58% Against 0.42% Abstain 0% Withheld 0% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 3 | Elect
Gregg L. Engles | Mgmt | Voted | For | For
99.35% Against 0.65% Abstain 0% Withheld 0% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 4 | Elect
Patricia D. Fili-Krushel | Mgmt | Voted | For | For
98.9% Against 1.1% Abstain 0% Withheld 0% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 5 | Elect
Mauricio Gutierrez | Mgmt | Voted | For | For
99.47% Against 0.53% Abstain 0% Withheld 0% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 6 | Elect
Robin Hickenlooper | Mgmt | Voted | For | For
98.11% Against 1.89% Abstain 0% Withheld 0% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 7 | Elect
Scott H. Maw | Mgmt | Voted | For | For
98.75% Against 1.25% Abstain 0% Withheld 0% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 8 | Elect
Brian Niccol | Mgmt | Voted | For | For
96.67% Against 3.33% Abstain 0% Withheld 0% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 9 | Elect
Mary A. Winston | Mgmt | Voted | For | For
98.54% Against 1.46% Abstain 0% Withheld 0% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 10 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
96.25% Against 3.63% Abstain 0.12% Withheld 0% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 11 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 99.26% 2 yr 0.08% 3 yr 0.6% Abstain 0.06% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
97.03% Against 2.9% Abstain 0.07% Withheld 0% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 13 | Shareholder
Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Voted | Against | For
12.31% Against 87.5% Abstain 0.19% Withheld 0% | For |
| Chipotle
Mexican Grill | CMG | 169656105 | 5/25/2023 | 14 | Shareholder
Proposal Regarding Policy on Freedom of Association | ShrHoldr | Voted | Against | For
33.07% Against 66.37% Abstain 0.56% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 1 | Elect
David M. Cordani | Mgmt | Voted | For | For
93.44% Against 6.16% Abstain 0.4% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 2 | Elect
William J. DeLaney | Mgmt | Voted | For | For
98.42% Against 1.46% Abstain 0.12% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 3 | Elect
Eric J. Foss | Mgmt | Voted | For | For
95.16% Against 4.72% Abstain 0.12% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 4 | Elect
Elder Granger | Mgmt | Voted | For | For
98.52% Against 1.36% Abstain 0.12% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 5 | Elect
Neesha Hathi | Mgmt | Voted | For | For
99.41% Against 0.47% Abstain 0.12% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 6 | Elect
George Kurian | Mgmt | Voted | For | For
98.15% Against 1.73% Abstain 0.12% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 7 | Elect
Kathleen M. Mazzarella | Mgmt | Voted | For | For
95.5% Against 4.39% Abstain 0.11% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 8 | Elect
Mark B. McClellan | Mgmt | Voted | For | For
98.67% Against 1.22% Abstain 0.11% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 9 | Elect
Kimberly A. Ross | Mgmt | Voted | For | For
99.16% Against 0.73% Abstain 0.11% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 10 | Elect
Eric C. Wiseman | Mgmt | Voted | For | For
97.12% Against 2.77% Abstain 0.11% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 11 | Elect
Donna F. Zarcone | Mgmt | Voted | For | For
93.16% Against 6.73% Abstain 0.11% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 12 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
87.96% Against 11.79% Abstain 0.25% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 13 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.33% 2 yr 0.07% 3 yr 1.45% Abstain 0.15% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
93.64% Against 6.26% Abstain 0.1% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 15 | Amendment
to Allow Exculpation of Officers | Mgmt | Voted | For | For
88.53% Against 11.28% Abstain 0.19% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 16 | Shareholder
Proposal Regarding Right to Call Special Meetings | ShrHoldr | Voted | Against | For
46.65% Against 53.09% Abstain 0.26% Withheld 0% | For |
| Cigna
Group (The) | CI | 125523100 | 4/26/2023 | 17 | Shareholder
Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Voted | Against | For
32.45% Against 66.81% Abstain 0.74% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 1 | Elect
Gerald S. Adolph | Mgmt | Voted | For | For
91.31% Against 8.65% Abstain 0.04% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 2 | Elect
John F. Barrett | Mgmt | Voted | For | For
95.77% Against 4.18% Abstain 0.05% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 3 | Elect
Melanie W. Barstad | Mgmt | Voted | For | For
95.88% Against 4.09% Abstain 0.03% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 4 | Elect
Karen L. Carnahan | Mgmt | Voted | For | For
93.43% Against 6.54% Abstain 0.03% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 5 | Elect
Robert E. Coletti | Mgmt | Voted | For | For
94.77% Against 5.19% Abstain 0.04% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 6 | Elect
Scott D. Farmer | Mgmt | Voted | For | For
93.59% Against 6.38% Abstain 0.03% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 7 | Elect
Joseph Scaminace | Mgmt | Voted | For | For
92.22% Against 6.74% Abstain 1.04% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 8 | Elect
Todd M. Schneider | Mgmt | Voted | For | For
98.3% Against 1.66% Abstain 0.04% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 9 | Elect
Ronald W. Tysoe | Mgmt | Voted | For | For
94.42% Against 5.54% Abstain 0.04% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 10 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
97.28% Against 2.66% Abstain 0.06% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 11 | Ratification
of Auditor | Mgmt | Voted | For | For
96.69% Against 3.29% Abstain 0.02% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 12 | Elimination
of Supermajority Requirement Regarding Business Combinations | Mgmt | Voted | For | For
66.64% Against 30.73% Abstain 2.63% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 13 | Elimination
of Supermajority Requirement Regarding Removal of Directors | Mgmt | Voted | For | For
66.69% Against 30.69% Abstain 2.62% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 14 | Elimination
of Supermajority Requirement Regarding Mergers and Other Corporate Transactions | Mgmt | Voted | For | For
66.64% Against 30.72% Abstain 2.64% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 15 | Shareholder
Proposal Regarding Right to Call Special Meetings | ShrHoldr | Voted | Against | For
48.21% Against 51.73% Abstain 0.06% Withheld 0% | For |
| Cintas
Corporation | CTAS | 172908105 | 10/25/2022 | 16 | Shareholder
Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Voted | Against | For
45.45% Against 54.43% Abstain 0.12% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 1 | Elect
M. Michele Burns | Mgmt | Voted | For | For
93.91% Against 5.92% Abstain 0.17% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 2 | Elect
Wesley G. Bush | Mgmt | Voted | For | For
99.5% Against 0.33% Abstain 0.17% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 3 | Elect
Michael D. Capellas | Mgmt | Voted | For | For
87.21% Against 12.63% Abstain 0.16% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 4 | Elect
Mark S. Garrett | Mgmt | Voted | For | For
96.98% Against 2.85% Abstain 0.17% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 5 | Elect
John D. Harris II | Mgmt | Voted | For | For
99.51% Against 0.32% Abstain 0.17% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 6 | Elect
Kristina M. Johnson | Mgmt | Voted | For | For
99.24% Against 0.61% Abstain 0.15% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 7 | Elect
Roderick C. McGeary | Mgmt | Voted | For | For
91.85% Against 7.98% Abstain 0.17% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 8 | Elect
Sarah Rae Murphy | Mgmt | Voted | For | For
99.56% Against 0.29% Abstain 0.15% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 9 | Elect
Charles H. Robbins | Mgmt | Voted | For | For
91.23% Against 8.32% Abstain 0.45% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 10 | Elect
Brenton L. Saunders | Mgmt | Voted | For | For
86.69% Against 13.14% Abstain 0.17% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 11 | Elect
Lisa T. Su | Mgmt | Voted | For | For
99.39% Against 0.46% Abstain 0.15% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 12 | Elect
Marianna Tessel | Mgmt | Voted | For | For
99.59% Against 0.26% Abstain 0.15% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
89.25% Against 10.13% Abstain 0.62% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
93.91% Against 5.95% Abstain 0.14% Withheld 0% | For |
| Cisco
Systems, Inc. | CSCO | 17275R102 | 12/8/2022 | 15 | Shareholder
Proposal Regarding Report on Tax Transparency | ShrHoldr | Voted | Against | For
26.65% Against 72.28% Abstain 1.07% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 1 | Elect
Ellen M. Costello | Mgmt | Voted | For | For
97.89% Against 1.87% Abstain 0.24% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 2 | Elect
Grace E. Dailey | Mgmt | Voted | For | For
97.95% Against 1.81% Abstain 0.24% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 3 | Elect
Barbara J. Desoer | Mgmt | Voted | For | For
98.1% Against 1.66% Abstain 0.24% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 4 | Elect
John C. Dugan | Mgmt | Voted | For | For
94.6% Against 5.15% Abstain 0.25% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 5 | Elect
Jane N. Fraser | Mgmt | Voted | For | For
98.83% Against 0.96% Abstain 0.21% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 6 | Elect
Duncan P. Hennes | Mgmt | Voted | For | For
97.02% Against 2.73% Abstain 0.25% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 7 | Elect
Peter B. Henry | Mgmt | Voted | For | For
96.27% Against 3.47% Abstain 0.26% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 8 | Elect
S. Leslie Ireland | Mgmt | Voted | For | For
98.67% Against 1.08% Abstain 0.25% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 9 | Elect
Renée J. James | Mgmt | Voted | For | For
96.42% Against 3.34% Abstain 0.24% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 10 | Elect
Gary M. Reiner | Mgmt | Voted | For | For
96.19% Against 3.54% Abstain 0.27% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 11 | Elect
Diana L. Taylor | Mgmt | Voted | For | For
94.48% Against 5.28% Abstain 0.24% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 12 | Elect
James S. Turley | Mgmt | Voted | For | For
94.36% Against 5.41% Abstain 0.23% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 13 | Elect
Casper W. von Koskull | Mgmt | Voted | For | For
98.1% Against 1.65% Abstain 0.25% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
94.72% Against 4.96% Abstain 0.32% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 15 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.3% Against 7.31% Abstain 0.39% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 16 | Amendment
to the 2019 Stock Incentive Plan | Mgmt | Voted | For | For
92.97% Against 6.73% Abstain 0.3% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 17 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.99% 2 yr 0.15% 3 yr 1.63% Abstain 0.23% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 18 | Shareholder
Proposal Regarding Severance Approval Policy | ShrHoldr | Voted | Against | For
27.76% Against 71.84% Abstain 0.4% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 19 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
18.12% Against 81.49% Abstain 0.39% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 20 | Shareholder
Proposal Regarding Report on Human Rights Standards for Indigenous Peoples | ShrHoldr | Voted | Against | For
31.06% Against 67.69% Abstain 1.25% Withheld 0% | For |
| Citigroup
Inc | C | 172967424 | 4/25/2023 | 21 | Shareholder
Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Voted | Against | For
9.94% Against 88.12% Abstain 1.94% Withheld 0% | For |
| ClearBridge
MLP and Midstream Total Return Fund Inc | CTR | 18469Q207 | 5/12/2023 | 1 | Elect
Jane E. Trust | Mgmt | Voted | For | For
53.42% Against 45.46% Abstain 1.12% Withheld 0% | For |
| ClearBridge
MLP and Midstream Total Return Fund Inc | CTR | 18469Q207 | 5/12/2023 | 2 | Ratification
of Auditor | Mgmt | Voted | For | For
96.53% Against 1.66% Abstain 1.81% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 1 | Elect
Herbert A. Allen, III | Mgmt | Voted | For | For
99.19% Against 0.6% Abstain 0.21% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 2 | Elect
Marc Bolland | Mgmt | Voted | For | For
96.55% Against 3.25% Abstain 0.2% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 3 | Elect
Ana Patricia Botín-Sanz de Sautuola y O'Shea | Mgmt | Voted | For | For
97.2% Against 2.61% Abstain 0.19% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 4 | Elect
Christopher C. Davis | Mgmt | Voted | For | For
93.4% Against 6.38% Abstain 0.22% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 5 | Elect
Barry Diller | Mgmt | Voted | For | For
74.75% Against 25.05% Abstain 0.2% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 6 | Elect
Carolyn N. Everson | Mgmt | Voted | For | For
98.91% Against 0.89% Abstain 0.2% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 7 | Elect
Helene D. Gayle | Mgmt | Voted | For | For
96.3% Against 3.51% Abstain 0.19% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 8 | Elect
Alexis M. Herman | Mgmt | Voted | For | For
93.71% Against 6.1% Abstain 0.19% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 9 | Elect
Maria Elena Lagomasino | Mgmt | Voted | For | For
92.67% Against 7.02% Abstain 0.31% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 10 | Elect
Amity Millhiser | Mgmt | Voted | For | For
99.43% Against 0.37% Abstain 0.2% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 11 | Elect
James Quincey | Mgmt | Voted | For | For
92.1% Against 7.57% Abstain 0.33% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 12 | Elect
Caroline J. Tsay | Mgmt | Voted | For | For
98.42% Against 1.38% Abstain 0.2% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 13 | Elect
David B. Weinberg | Mgmt | Voted | For | For
97.39% Against 2.39% Abstain 0.22% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
89.67% Against 9.87% Abstain 0.46% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.32% 2 yr 0.27% 3 yr 1.13% Abstain 0.28% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 16 | Ratification
of Auditor | Mgmt | Voted | For | For
95.14% Against 4.65% Abstain 0.21% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 17 | Shareholder
Proposal Regarding Racial Equity Audit | ShrHoldr | Voted | Against | For
16.34% Against 82.46% Abstain 1.2% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 18 | Shareholder
Proposal Regarding Transparency Report on Global Public Policy and Political Influence | ShrHoldr | Voted | Against | For
13.48% Against 85.58% Abstain 0.94% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 19 | Shareholder
Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Voted | Against | For
28.83% Against 70.32% Abstain 0.85% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 20 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
19.43% Against 78.61% Abstain 1.96% Withheld 0% | For |
| Coca-Cola
Co | KO | 191216100 | 4/25/2023 | 21 | Shareholder
Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Voted | Against | For
12.82% Against 84.94% Abstain 2.24% Withheld 0% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 1 | Elect
Kenneth J. Bacon | Mgmt | Voted | For | For
75.57% Against 0% Abstain 0% Withheld 24.43% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 2 | Elect
Thomas J. Baltimore, Jr. | Mgmt | Voted | For | For
77.94% Against 0% Abstain 0% Withheld 22.06% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 3 | Elect
Madeline S. Bell | Mgmt | Voted | For | For
84.67% Against 0% Abstain 0% Withheld 15.33% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 4 | Elect
Edward D. Breen | Mgmt | Voted | For | For
97.8% Against 0% Abstain 0% Withheld 2.2% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 5 | Elect
Gerald L. Hassell | Mgmt | Voted | For | For
97.88% Against 0% Abstain 0% Withheld 2.12% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 6 | Elect
Jeffrey A. Honickman | Mgmt | Voted | For | For
82.12% Against 0% Abstain 0% Withheld 17.88% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 7 | Elect
Maritza Gomez Montiel | Mgmt | Voted | For | For
98.05% Against 0% Abstain 0% Withheld 1.95% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 8 | Elect
Asuka Nakahara | Mgmt | Voted | For | For
99.43% Against 0% Abstain 0% Withheld 0.57% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 9 | Elect
David C. Novak | Mgmt | Voted | For | For
98.8% Against 0% Abstain 0% Withheld 1.2% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 10 | Elect
Brian L. Roberts | Mgmt | Voted | For | For
95.38% Against 0% Abstain 0% Withheld 4.62% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 11 | Ratification
of Auditor | Mgmt | Voted | For | For
97.69% Against 2.19% Abstain 0.12% Withheld 0% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 12 | Approval
of the 2023 Omnibus Equity Incentive Plan | Mgmt | Voted | For | For
92.18% Against 7.66% Abstain 0.16% Withheld 0% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 13 | Amendment
to the 2002 Employee Stock Purchase Plan | Mgmt | Voted | For | For
98.11% Against 1.75% Abstain 0.14% Withheld 0% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.88% Against 7.94% Abstain 0.18% Withheld 0% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.73% 2 yr 0.05% 3 yr 1.08% Abstain 0.14% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 16 | Shareholder
Proposal Regarding Racial Equity Audit | ShrHoldr | Voted | Against | For
10.76% Against 88.54% Abstain 0.7% Withheld 0% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 17 | Shareholder
Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Voted | Against | For
5.97% Against 90.66% Abstain 3.37% Withheld 0% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 18 | Shareholder
Proposal Regarding GHG Targets and Alignment with Paris Agreement | ShrHoldr | Voted | Against | For
9.71% Against 89.61% Abstain 0.68% Withheld 0% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 19 | Shareholder
Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Voted | Against | For
18.88% Against 80.5% Abstain 0.62% Withheld 0% | For |
| Comcast
Corp | CMCSA | 20030N101 | 6/7/2023 | 20 | Shareholder
Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Voted | Against | For
1.72% Against 97.29% Abstain 0.99% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 1 | Elect
Dennis Victor Arriola | Mgmt | Voted | For | For
95.59% Against 4.28% Abstain 0.13% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 2 | Elect
Jody L. Freeman | Mgmt | Voted | For | For
93.98% Against 5.89% Abstain 0.13% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 3 | Elect
Gay Huey Evans | Mgmt | Voted | For | For
94.51% Against 5.34% Abstain 0.15% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 4 | Elect
Jeffrey A. Joerres | Mgmt | Voted | For | For
93.79% Against 6.05% Abstain 0.16% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 5 | Elect
Ryan M. Lance | Mgmt | Voted | For | For
93.65% Against 6.21% Abstain 0.14% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 6 | Elect
Timothy A. Leach | Mgmt | Voted | For | For
95.48% Against 4.4% Abstain 0.12% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 7 | Elect
William H. McRaven | Mgmt | Voted | For | For
95.46% Against 4.4% Abstain 0.14% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 8 | Elect
Sharmila Mulligan | Mgmt | Voted | For | For
95.41% Against 4.46% Abstain 0.13% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 9 | Elect
Eric D. Mullins | Mgmt | Voted | For | For
95.51% Against 4.33% Abstain 0.16% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 10 | Elect
Arjun N. Murti | Mgmt | Voted | For | For
95.14% Against 4.72% Abstain 0.14% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 11 | Elect
Robert A. Niblock | Mgmt | Voted | For | For
80.93% Against 18.93% Abstain 0.14% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 12 | Elect
David T. Seaton | Mgmt | Voted | For | For
94.65% Against 5.22% Abstain 0.13% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 13 | Elect
R. A. Walker | Mgmt | Voted | For | For
94.55% Against 5.32% Abstain 0.13% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
96.54% Against 3.34% Abstain 0.12% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 15 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.71% Against 5.95% Abstain 0.34% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 16 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | N/A | 1
yr 94.22% 2 yr 0.44% 3 yr 2.72% Abstain 2.62% | N/A |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 17 | Permit
Shareholders to Call Special Meetings | Mgmt | Voted | For | For
99.46% Against 0.37% Abstain 0.17% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 18 | Approval
of the 2023 Omnibus Stock and Performance Incentive Plan | Mgmt | Voted | For | For
92.11% Against 7.63% Abstain 0.26% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 19 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
25.51% Against 74.23% Abstain 0.26% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 20 | Shareholder
Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Voted | Against | For
22.83% Against 76.81% Abstain 0.36% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 21 | Shareholder
Proposal Regarding Report on Tax Transparency | ShrHoldr | Voted | Against | For
17.16% Against 82.14% Abstain 0.7% Withheld 0% | For |
| Conoco
Phillips | COP | 20825C104 | 5/16/2023 | 22 | Shareholder
Proposal Regarding Lobbying Activities and Values Congruency | ShrHoldr | Voted | Against | For
9.86% Against 89.23% Abstain 0.91% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 1 | Elect
Timothy P. Cawley | Mgmt | Voted | For | For
90.39% Against 8.3% Abstain 1.31% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 2 | Elect
Ellen V. Futter | Mgmt | Voted | For | For
97% Against 2.68% Abstain 0.32% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 3 | Elect
John F. Killian | Mgmt | Voted | For | For
89.66% Against 10% Abstain 0.34% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 4 | Elect
Karol V. Mason | Mgmt | Voted | For | For
97.82% Against 1.84% Abstain 0.34% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 5 | Elect
Dwight A. McBride | Mgmt | Voted | For | For
98.7% Against 0.96% Abstain 0.34% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 6 | Elect
William J. Mulrow | Mgmt | Voted | For | For
91.44% Against 8.22% Abstain 0.34% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 7 | Elect
Armando J. Olivera | Mgmt | Voted | For | For
97.95% Against 1.71% Abstain 0.34% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 8 | Elect
Michael W. Ranger | Mgmt | Voted | For | For
88.3% Against 11.34% Abstain 0.36% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 9 | Elect
Linda S. Sanford | Mgmt | Voted | For | For
97.63% Against 2.04% Abstain 0.33% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 10 | Elect
Deirdre Stanley | Mgmt | Voted | For | For
95.37% Against 4.31% Abstain 0.32% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 11 | Elect
L. Frederick Sutherland | Mgmt | Voted | For | For
93.81% Against 5.84% Abstain 0.35% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
92.69% Against 6.95% Abstain 0.36% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.91% Against 6.39% Abstain 0.7% Withheld 0% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.26% 2 yr 0.45% 3 yr 1.76% Abstain 0.53% | For |
| Consolidated
Edison, Inc. | ED | 209115104 | 5/15/2023 | 15 | Approval
of the 2023 Long-Term Incentive Plan | Mgmt | Voted | For | For
90.66% Against 8.67% Abstain 0.67% Withheld 0% | For |
| Constellation
Brands Inc | STZ | 21036P108 | 7/19/2022 | 1 | Elect
Jennifer M. Daniels | Mgmt | Voted | For | For
94.24% Against 0% Abstain 0% Withheld 5.76% | For |
| Constellation
Brands Inc | STZ | 21036P108 | 7/19/2022 | 2 | Elect
Jerry Fowden | Mgmt | Voted | For | For
48.74% Against 0% Abstain 0% Withheld 51.26% | Against |
| Constellation
Brands Inc | STZ | 21036P108 | 7/19/2022 | 3 | Elect
Jose Manuel Madero Garza | Mgmt | Voted | For | For
94.24% Against 0% Abstain 0% Withheld 5.76% | For |
| Constellation
Brands Inc | STZ | 21036P108 | 7/19/2022 | 4 | Elect
Daniel J. McCarthy | Mgmt | Voted | For | For
93.92% Against 0% Abstain 0% Withheld 6.08% | For |
| Constellation
Brands Inc | STZ | 21036P108 | 7/19/2022 | 5 | Ratification
of Auditor | Mgmt | Voted | For | For
99.13% Against 0.86% Abstain 0.01% Withheld 0% | For |
| Constellation
Brands Inc | STZ | 21036P108 | 7/19/2022 | 6 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
94.72% Against 5.22% Abstain 0.06% Withheld 0% | For |
| Constellation
Brands Inc | STZ | 21036P108 | 11/9/2022 | 1 | Reclassification
of Common Stock | Mgmt | Voted | For | For
96.92% Against 3.04% Abstain 0.04% Withheld 0% | For |
| Constellation
Brands Inc | STZ | 21036P108 | 11/9/2022 | 2 | Right
to Adjourn Meeting | Mgmt | Voted | For | For
82.76% Against 17.08% Abstain 0.16% Withheld 0% | For |
| Constellation
Energy Corp | CEG | 21037T109 | 4/25/2023 | 1 | Elect
Joseph Dominguez | Mgmt | Voted | For | For
99.31% Against 0% Abstain 0% Withheld 0.69% | For |
| Constellation
Energy Corp | CEG | 21037T109 | 4/25/2023 | 2 | Elect
Julie Holzrichter | Mgmt | Voted | For | For
99.11% Against 0% Abstain 0% Withheld 0.89% | For |
| Constellation
Energy Corp | CEG | 21037T109 | 4/25/2023 | 3 | Elect
Ashish Khandpur | Mgmt | Voted | For | For
93.43% Against 0% Abstain 0% Withheld 6.57% | For |
| Constellation
Energy Corp | CEG | 21037T109 | 4/25/2023 | 4 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
95.59% Against 4.09% Abstain 0.32% Withheld 0% | For |
| Constellation
Energy Corp | CEG | 21037T109 | 4/25/2023 | 5 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.5% 2 yr 0.21% 3 yr 0.97% Abstain 0.32% | For |
| Constellation
Energy Corp | CEG | 21037T109 | 4/25/2023 | 6 | Ratification
of Auditor | Mgmt | Voted | For | For
98.99% Against 0.87% Abstain 0.14% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 1 | Elect
Lamberto Andreotti | Mgmt | Voted | For | For
97.75% Against 2.12% Abstain 0.13% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 2 | Elect
Klaus A. Engel | Mgmt | Voted | For | For
98.75% Against 1.12% Abstain 0.13% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 3 | Elect
David C. Everitt | Mgmt | Voted | For | For
94.62% Against 5.25% Abstain 0.13% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 4 | Elect
Janet Plaut Giesselman | Mgmt | Voted | For | For
99.01% Against 0.87% Abstain 0.12% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 5 | Elect
Karen H. Grimes | Mgmt | Voted | For | For
98.75% Against 1.12% Abstain 0.13% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 6 | Elect
Michael O. Johanns | Mgmt | Voted | For | For
98.99% Against 0.87% Abstain 0.14% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 7 | Elect
Rebecca B. Liebert | Mgmt | Voted | For | For
99.01% Against 0.86% Abstain 0.13% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 8 | Elect
Marcos Marinho Lutz | Mgmt | Voted | For | For
99.01% Against 0.85% Abstain 0.14% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 9 | Elect
Charles V. Magro | Mgmt | Voted | For | For
99.51% Against 0.36% Abstain 0.13% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 10 | Elect
Nayaki R. Nayyar | Mgmt | Voted | For | For
98.71% Against 1.15% Abstain 0.14% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 11 | Elect
Gregory R. Page | Mgmt | Voted | For | For
91.35% Against 8.52% Abstain 0.13% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 12 | Elect
Kerry J. Preete | Mgmt | Voted | For | For
99.06% Against 0.81% Abstain 0.13% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 13 | Elect
Patrick J. Ward | Mgmt | Voted | For | For
98.55% Against 1.32% Abstain 0.13% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.94% Against 5.68% Abstain 0.38% Withheld 0% | For |
| Corteva
Inc | CTVA | 22052L104 | 4/21/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
95.64% Against 4.25% Abstain 0.11% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 1 | Elect
Susan L. Decker | Mgmt | Voted | For | For
90.81% Against 9.05% Abstain 0.14% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 2 | Elect
Kenneth D. Denman | Mgmt | Voted | For | For
94.26% Against 5.57% Abstain 0.17% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 3 | Elect
Richard A. Galanti | Mgmt | Voted | For | For
91.69% Against 8.17% Abstain 0.14% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 4 | Elect
Hamilton E. James | Mgmt | Voted | For | For
94.27% Against 5.48% Abstain 0.25% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 5 | Elect
W. Craig Jelinek | Mgmt | Voted | For | For
98.47% Against 1.39% Abstain 0.14% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 6 | Elect
Sally Jewell | Mgmt | Voted | For | For
99.22% Against 0.62% Abstain 0.16% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 7 | Elect
Charles T. Munger | Mgmt | Voted | For | For
86.77% Against 13.06% Abstain 0.17% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 8 | Elect
Jeffrey S. Raikes | Mgmt | Voted | For | For
81.03% Against 18.79% Abstain 0.18% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 9 | Elect
John W. Stanton | Mgmt | Voted | For | For
98.6% Against 1.25% Abstain 0.15% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 10 | Elect
Ron M. Vachris | Mgmt | Voted | For | For
96.48% Against 3.37% Abstain 0.15% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 11 | Elect
Mary Agnes Wilderotter | Mgmt | Voted | For | For
92% Against 7.83% Abstain 0.17% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
96.05% Against 3.82% Abstain 0.13% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
95.12% Against 4.56% Abstain 0.32% Withheld 0% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.3% 2 yr 0.22% 3 yr 1.22% Abstain 0.26% | For |
| Costco
Wholesale Corp | COST | 22160K105 | 1/19/2023 | 15 | Shareholder
Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Voted | Against | For
12.75% Against 83.1% Abstain 4.15% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 1 | Elect
Donna M. Alvarado | Mgmt | Voted | For | For
94.49% Against 5.33% Abstain 0.18% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 2 | Elect
Thomas P. Bostick | Mgmt | Voted | For | For
94.68% Against 5.12% Abstain 0.2% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 3 | Elect
Steven T. Halverson | Mgmt | Voted | For | For
92.63% Against 7.17% Abstain 0.2% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 4 | Elect
Paul C. Hilal | Mgmt | Voted | For | For
94.22% Against 5.59% Abstain 0.19% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 5 | Elect
Joseph R. Hinrichs | Mgmt | Voted | For | For
98.9% Against 0.91% Abstain 0.19% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 6 | Elect
David M. Moffett | Mgmt | Voted | For | For
98.04% Against 1.77% Abstain 0.19% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 7 | Elect
Linda H. Riefler | Mgmt | Voted | For | For
84.43% Against 15.4% Abstain 0.17% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 8 | Elect
Suzanne M. Vautrinot | Mgmt | Voted | For | For
96.24% Against 3.56% Abstain 0.2% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 9 | Elect
James L. Wainscott | Mgmt | Voted | For | For
97.8% Against 2% Abstain 0.2% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 10 | Elect
J. Steven Whisler | Mgmt | Voted | For | For
95.92% Against 3.88% Abstain 0.2% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 11 | Elect
John J. Zillmer | Mgmt | Voted | For | For
71.71% Against 27.72% Abstain 0.57% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
94.83% Against 5.01% Abstain 0.16% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
89.07% Against 10.32% Abstain 0.61% Withheld 0% | For |
| CSX
Corp. | CSX | 126408103 | 5/10/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.05% 2 yr 0.24% 3 yr 2.37% Abstain 0.34% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 1 | Elect
Rainer M. Blair | Mgmt | Voted | For | For
98.54% Against 1.37% Abstain 0.09% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 2 | Elect
Feroz Dewan | Mgmt | Voted | For | For
98.53% Against 1.37% Abstain 0.1% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 3 | Elect
Linda P. Hefner Filler | Mgmt | Voted | For | For
88.18% Against 11.57% Abstain 0.25% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 4 | Elect
Teri L. List | Mgmt | Voted | For | For
71.77% Against 28.13% Abstain 0.1% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 5 | Elect
Walter G. Lohr, Jr. | Mgmt | Voted | For | For
91.68% Against 8.22% Abstain 0.1% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 6 | Elect
Jessica L. Mega | Mgmt | Voted | For | For
98.7% Against 1.21% Abstain 0.09% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 7 | Elect
Mitchell P. Rales | Mgmt | Voted | For | For
95.96% Against 3.92% Abstain 0.12% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 8 | Elect
Steven M. Rales | Mgmt | Voted | For | For
96.91% Against 2.99% Abstain 0.1% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 9 | Elect
Pardis C. Sabeti | Mgmt | Voted | For | For
97.6% Against 2.3% Abstain 0.1% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 10 | Elect
A. Shane Sanders | Mgmt | Voted | For | For
74.76% Against 25.15% Abstain 0.09% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 11 | Elect
John T. Schwieters | Mgmt | Voted | For | For
68.99% Against 30.76% Abstain 0.25% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 12 | Elect
Alan G. Spoon | Mgmt | Voted | For | For
86.25% Against 13.65% Abstain 0.1% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 13 | Elect
Raymond C. Stevens | Mgmt | Voted | For | For
75.1% Against 24.8% Abstain 0.1% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 14 | Elect
Elias A. Zerhouni | Mgmt | Voted | For | For
95.29% Against 4.61% Abstain 0.1% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
95.57% Against 4.3% Abstain 0.13% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 16 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
94.68% Against 5.07% Abstain 0.25% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 17 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.87% 2 yr 0.11% 3 yr 0.92% Abstain 0.1% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 18 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
38.24% Against 61.57% Abstain 0.19% Withheld 0% | For |
| Danaher
Corp. | DHR | 235851102 | 5/9/2023 | 19 | Shareholder
Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Voted | Against | For
15.94% Against 83.05% Abstain 1.01% Withheld 0% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 1 | Elect
Barbara M. Baumann | Mgmt | Voted | For | For
92.94% Against 0% Abstain 0% Withheld 7.06% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 2 | Elect
John E. Bethancourt | Mgmt | Voted | For | For
98.18% Against 0% Abstain 0% Withheld 1.82% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 3 | Elect
Ann G. Fox | Mgmt | Voted | For | For
90.86% Against 0% Abstain 0% Withheld 9.14% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 4 | Elect
Gennifer F. Kelly | Mgmt | Voted | For | For
99.32% Against 0% Abstain 0% Withheld 0.68% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 5 | Elect
Kelt Kindick | Mgmt | Voted | For | For
92.28% Against 0% Abstain 0% Withheld 7.72% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 6 | Elect
John Krenicki, Jr. | Mgmt | Voted | For | For
98.15% Against 0% Abstain 0% Withheld 1.85% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 7 | Elect
Karl F. Kurz | Mgmt | Voted | For | For
97.65% Against 0% Abstain 0% Withheld 2.35% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 8 | Elect
Michael N. Mears | Mgmt | Voted | For | For
99.39% Against 0% Abstain 0% Withheld 0.61% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 9 | Elect
Robert A. Mosbacher, Jr. | Mgmt | Voted | For | For
95.57% Against 0% Abstain 0% Withheld 4.43% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 10 | Elect
Richard E. Muncrief | Mgmt | Voted | For | For
98.45% Against 0% Abstain 0% Withheld 1.55% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 11 | Elect
Valerie M. Williams | Mgmt | Voted | For | For
97.12% Against 0% Abstain 0% Withheld 2.88% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
95.76% Against 4.09% Abstain 0.15% Withheld 0% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.33% Against 6.32% Abstain 0.35% Withheld 0% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.47% 2 yr 0.4% 3 yr 1.92% Abstain 0.21% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 15 | Exclusive
Forum Provision | Mgmt | Voted | For | For
88.04% Against 11.66% Abstain 0.3% Withheld 0% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 16 | Amendment
Regarding the Exculpation of Officers | Mgmt | Voted | For | For
80.64% Against 19.07% Abstain 0.29% Withheld 0% | For |
| Devon
Energy Corp. | DVEGP | 25179M103 | 6/7/2023 | 17 | Shareholder
Proposal Regarding Right to Call Special Meetings | ShrHoldr | Voted | Against | For
36.13% Against 63.49% Abstain 0.38% Withheld 0% | For |
| Dexcom
Inc | DXCM | 252131107 | 5/18/2023 | 1 | Elect
Steven R. Altman | Mgmt | Voted | For | For
96.74% Against 3.21% Abstain 0.05% Withheld 0% | For |
| Dexcom
Inc | DXCM | 252131107 | 5/18/2023 | 2 | Elect
Richard A. Collins | Mgmt | Voted | For | For
97.5% Against 2.44% Abstain 0.06% Withheld 0% | For |
| Dexcom
Inc | DXCM | 252131107 | 5/18/2023 | 3 | Elect
Karen M. Dahut | Mgmt | Voted | For | For
98.94% Against 1.01% Abstain 0.05% Withheld 0% | For |
| Dexcom
Inc | DXCM | 252131107 | 5/18/2023 | 4 | Elect
Mark G. Foletta | Mgmt | Voted | For | For
97.12% Against 2.5% Abstain 0.38% Withheld 0% | For |
| Dexcom
Inc | DXCM | 252131107 | 5/18/2023 | 5 | Elect
Barbara E. Kahn | Mgmt | Voted | For | For
96.29% Against 3.66% Abstain 0.05% Withheld 0% | For |
| Dexcom
Inc | DXCM | 252131107 | 5/18/2023 | 6 | Elect
Kyle Malady | Mgmt | Voted | For | For
97.72% Against 2.23% Abstain 0.05% Withheld 0% | For |
| Dexcom
Inc | DXCM | 252131107 | 5/18/2023 | 7 | Elect
Eric Topol | Mgmt | Voted | For | For
99.01% Against 0.94% Abstain 0.05% Withheld 0% | For |
| Dexcom
Inc | DXCM | 252131107 | 5/18/2023 | 8 | Ratification
of Auditor | Mgmt | Voted | For | For
95.63% Against 4.34% Abstain 0.03% Withheld 0% | For |
| Dexcom
Inc | DXCM | 252131107 | 5/18/2023 | 9 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.26% Against 6.67% Abstain 0.07% Withheld 0% | For |
| Dexcom
Inc | DXCM | 252131107 | 5/18/2023 | 10 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.94% 2 yr 0.02% 3 yr 0.98% Abstain 0.06% | For |
| Dexcom
Inc | DXCM | 252131107 | 5/18/2023 | 11 | Shareholder
Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Voted | Against | For
34.69% Against 61.89% Abstain 3.42% Withheld 0% | For |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 1 | Elect
Alexis Black Bjorlin | Mgmt | Voted | For | For
89.17% Against 10.49% Abstain 0.34% Withheld 0% | For |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 2 | Elect
VeraLinn Jamieson | Mgmt | Voted | For | For
97.24% Against 1.35% Abstain 1.41% Withheld 0% | For |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 3 | Elect
Kevin J. Kennedy | Mgmt | Voted | For | For
95.36% Against 3.22% Abstain 1.42% Withheld 0% | For |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 4 | Elect
William G. LaPerch | Mgmt | Voted | For | For
96.41% Against 2.18% Abstain 1.41% Withheld 0% | For |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 5 | Elect
Jean F.H.P. Mandeville | Mgmt | Voted | For | For
99.24% Against 0.59% Abstain 0.17% Withheld 0% | For |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 6 | Elect
Afshin Mohebbi | Mgmt | Voted | For | For
98.87% Against 0.96% Abstain 0.17% Withheld 0% | For |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 7 | Elect
Mark R. Patterson | Mgmt | Voted | For | For
94.68% Against 3.91% Abstain 1.41% Withheld 0% | For |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 8 | Elect
Mary Hogan Preusse | Mgmt | Voted | For | For
95.1% Against 3.46% Abstain 1.44% Withheld 0% | For |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 9 | Elect
Andrew P. Power | Mgmt | Voted | For | For
99.27% Against 0.56% Abstain 0.17% Withheld 0% | For |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 10 | Ratification
of Auditor | Mgmt | Voted | For | For
99.1% Against 0.85% Abstain 0.05% Withheld 0% | For |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
88.33% Against 11.44% Abstain 0.23% Withheld 0% | For |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 96.74% 2 yr 0.07% 3 yr 3.01% Abstain 0.18% | For |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 13 | Shareholder
Proposal Regarding Concealment Clauses | ShrHoldr | Voted | Against | For
36.62% Against 26.72% Abstain 36.66% Withheld 0% | Against |
| Digital
Realty Trust Inc | DGRDP | 253868103 | 6/8/2023 | 14 | Shareholder
Proposal Regarding Report on Racism in Company Culture | ShrHoldr | Voted | Against | For
12.65% Against 86.01% Abstain 1.34% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 1 | Elect
Warren F. Bryant | Mgmt | Voted | For | For
94.11% Against 5.18% Abstain 0.71% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 2 | Elect
Michael M. Calbert | Mgmt | Voted | For | For
95.87% Against 3.43% Abstain 0.7% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 3 | Elect
Ana M. Chadwick | Mgmt | Voted | For | For
99.1% Against 0.76% Abstain 0.14% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 4 | Elect
Patricia D. Fili-Krushel | Mgmt | Voted | For | For
95.08% Against 4.79% Abstain 0.13% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 5 | Elect
Timothy I. McGuire | Mgmt | Voted | For | For
97.35% Against 2.51% Abstain 0.14% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 6 | Elect
Jeffery C. Owen | Mgmt | Voted | For | For
98.85% Against 1% Abstain 0.15% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 7 | Elect
Debra A. Sandler | Mgmt | Voted | For | For
92.68% Against 7.18% Abstain 0.14% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 8 | Elect
Ralph E. Santana | Mgmt | Voted | For | For
98.07% Against 1.79% Abstain 0.14% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 9 | Elect
Todd J. Vasos | Mgmt | Voted | For | For
98.08% Against 1.78% Abstain 0.14% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 10 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
90.12% Against 9.02% Abstain 0.86% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 11 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.18% 2 yr 0.19% 3 yr 1.49% Abstain 0.14% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
95.29% Against 4.58% Abstain 0.13% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 13 | Shareholder
Proposal Regarding Cage-Free Eggs | ShrHoldr | Voted | Against | For
36.08% Against 63.02% Abstain 0.9% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 14 | Shareholder
Proposal Regarding Length of Share Ownership Required to Call Special Meetings | ShrHoldr | Voted | Against | For
12.6% Against 87.19% Abstain 0.21% Withheld 0% | For |
| Dollar
General Corp. | DG | 256677105 | 5/31/2023 | 15 | Shareholder
Proposal Regarding Third-Party Audit of Worker Safety and Well-Being | ShrHoldr | Voted | Against | For
66.22% Against 31.59% Abstain 2.19% Withheld 0% | Against |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 1 | Elect
Derrick Burks | Mgmt | Voted | For | For
98.17% Against 1.42% Abstain 0.41% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 2 | Elect
Annette K. Clayton | Mgmt | Voted | For | For
97.66% Against 1.95% Abstain 0.39% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 3 | Elect
Theodore F. Craver, Jr. | Mgmt | Voted | For | For
96.19% Against 3.41% Abstain 0.4% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 4 | Elect
Robert M. Davis | Mgmt | Voted | For | For
97.97% Against 1.63% Abstain 0.4% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 5 | Elect
Caroline D. Dorsa | Mgmt | Voted | For | For
91.43% Against 8.17% Abstain 0.4% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 6 | Elect
W. Roy Dunbar | Mgmt | Voted | For | For
96.93% Against 2.67% Abstain 0.4% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 7 | Elect
Nicholas C. Fanandakis | Mgmt | Voted | For | For
97.85% Against 1.74% Abstain 0.41% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 8 | Elect
Lynn J. Good | Mgmt | Voted | For | For
95.56% Against 3.43% Abstain 1.01% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 9 | Elect
John T. Herron | Mgmt | Voted | For | For
96.32% Against 3.28% Abstain 0.4% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 10 | Elect
Idalene F. Kesner | Mgmt | Voted | For | For
97.99% Against 1.62% Abstain 0.39% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 11 | Elect
E. Marie McKee | Mgmt | Voted | For | For
95.01% Against 4.61% Abstain 0.38% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 12 | Elect
Michael J. Pacilio | Mgmt | Voted | For | For
98.26% Against 1.33% Abstain 0.41% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 13 | Elect
Thomas E. Skains | Mgmt | Voted | For | For
96.9% Against 2.7% Abstain 0.4% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 14 | Elect
William E. Webster, Jr. | Mgmt | Voted | For | For
97.94% Against 1.66% Abstain 0.4% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
96.04% Against 3.57% Abstain 0.39% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 16 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92% Against 7.14% Abstain 0.86% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 17 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 96.52% 2 yr 0.54% 3 yr 2.18% Abstain 0.76% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 18 | Approval
of the 2023 Long-Term Incentive Plan | Mgmt | Voted | For | For
91.38% Against 7.78% Abstain 0.84% Withheld 0% | For |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 19 | Shareholder
Proposal Regarding Simple Majority Vote | ShrHoldr | Voted | N/A | For
73.4% Against 19.47% Abstain 7.13% Withheld 0% | N/A |
| Duke
Energy Corp. | DUK | 26441C204 | 5/4/2023 | 20 | Shareholder
Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Voted | Against | For
2.82% Against 95.8% Abstain 1.38% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 1 | Elect
Amy G. Brady | Mgmt | Voted | For | For
99.22% Against 0.61% Abstain 0.17% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 2 | Elect
Edward D. Breen | Mgmt | Voted | For | For
96.28% Against 3.17% Abstain 0.55% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 3 | Elect
Ruby R. Chandy | Mgmt | Voted | For | For
99.15% Against 0.67% Abstain 0.18% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 4 | Elect
Terrence R. Curtin | Mgmt | Voted | For | For
98.27% Against 1.52% Abstain 0.21% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 5 | Elect
Alexander M. Cutler | Mgmt | Voted | For | For
95.21% Against 4.59% Abstain 0.2% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 6 | Elect
Eleuthère I. du Pont | Mgmt | Voted | For | For
98.27% Against 1.54% Abstain 0.19% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 7 | Elect
Kristina M. Johnson | Mgmt | Voted | For | For
97.8% Against 2.02% Abstain 0.18% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 8 | Elect
Luther C. Kissam IV | Mgmt | Voted | For | For
98.28% Against 1.52% Abstain 0.2% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 9 | Elect
Frederick M. Lowery | Mgmt | Voted | For | For
96.2% Against 3.6% Abstain 0.2% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 10 | Elect
Raymond J. Milchovich | Mgmt | Voted | For | For
97.36% Against 2.44% Abstain 0.2% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 11 | Elect
Deanna M. Mulligan | Mgmt | Voted | For | For
96.73% Against 3.09% Abstain 0.18% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 12 | Elect
Steven M. Sterin | Mgmt | Voted | For | For
99.17% Against 0.63% Abstain 0.2% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
79.67% Against 19.91% Abstain 0.42% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
99.52% Against 0.31% Abstain 0.17% Withheld 0% | For |
| DuPont
de Nemours Inc | DD | 26614N102 | 5/24/2023 | 15 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
25.18% Against 74.38% Abstain 0.44% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 1 | Elect
Adriane M. Brown | Mgmt | Voted | For | For
93.75% Against 6.16% Abstain 0.09% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 2 | Elect
Aparna Chennapragda | Mgmt | Voted | For | For
99.53% Against 0.37% Abstain 0.1% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 3 | Elect
Logan D. Green | Mgmt | Voted | For | For
96.89% Against 3.01% Abstain 0.1% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 4 | Elect
E. Carol Hayles | Mgmt | Voted | For | For
96.76% Against 3.14% Abstain 0.1% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 5 | Elect
Jamie Iannone | Mgmt | Voted | For | For
99.67% Against 0.23% Abstain 0.1% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 6 | Elect
Shripriya Mahesh | Mgmt | Voted | For | For
99.74% Against 0.16% Abstain 0.1% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 7 | Elect
Paul S. Pressler | Mgmt | Voted | For | For
97.46% Against 2.44% Abstain 0.1% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 8 | Elect
Mohak Shroff | Mgmt | Voted | For | For
99.74% Against 0.16% Abstain 0.1% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 9 | Elect
Perry M. Traquina | Mgmt | Voted | For | For
97.64% Against 2.26% Abstain 0.1% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 10 | Ratification
of Auditor | Mgmt | Voted | For | For
88.12% Against 11.8% Abstain 0.08% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
82.37% Against 17.3% Abstain 0.33% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.67% 2 yr 0.02% 3 yr 1.2% Abstain 0.11% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 13 | Amendment
to the Equity Incentive Award Plan | Mgmt | Voted | For | For
58.03% Against 41.81% Abstain 0.16% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 14 | Amendment
Regarding Officer Exculpation | Mgmt | Voted | For | For
81.54% Against 18.33% Abstain 0.13% Withheld 0% | For |
| EBay
Inc. | EBAY | 278642103 | 6/21/2023 | 15 | Shareholder
Proposal Regarding Right to Call Special Meeting | ShrHoldr | Voted | Against | For
47.71% Against 52.14% Abstain 0.15% Withheld 0% | For |
| Elevance
Health Inc | ANTM | 036752103 | 5/10/2023 | 1 | Elect
Gail K. Boudreaux | Mgmt | Voted | For | For
99.67% Against 0.24% Abstain 0.09% Withheld 0% | For |
| Elevance
Health Inc | ANTM | 036752103 | 5/10/2023 | 2 | Elect
R. Kerry Clark | Mgmt | Voted | For | For
99.27% Against 0.64% Abstain 0.09% Withheld 0% | For |
| Elevance
Health Inc | ANTM | 036752103 | 5/10/2023 | 3 | Elect
Robert L. Dixon, Jr. | Mgmt | Voted | For | For
96.4% Against 3.51% Abstain 0.09% Withheld 0% | For |
| Elevance
Health Inc | ANTM | 036752103 | 5/10/2023 | 4 | Elect
Deanna Strable-Soethout | Mgmt | Voted | For | For
98.58% Against 1.33% Abstain 0.09% Withheld 0% | For |
| Elevance
Health Inc | ANTM | 036752103 | 5/10/2023 | 5 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.93% Against 5.73% Abstain 0.34% Withheld 0% | For |
| Elevance
Health Inc | ANTM | 036752103 | 5/10/2023 | 6 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.35% 2 yr 0.06% 3 yr 1.49% Abstain 0.1% | For |
| Elevance
Health Inc | ANTM | 036752103 | 5/10/2023 | 7 | Ratification
of Auditor | Mgmt | Voted | For | For
92.31% Against 7.55% Abstain 0.14% Withheld 0% | For |
| Elevance
Health Inc | ANTM | 036752103 | 5/10/2023 | 8 | Shareholder
Proposal Regarding Right to Call Special Meetings | ShrHoldr | Voted | Against | For
45.94% Against 53.92% Abstain 0.14% Withheld 0% | For |
| Elevance
Health Inc | ANTM | 036752103 | 5/10/2023 | 9 | Shareholder
Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Voted | Against | For
8.04% Against 91.04% Abstain 0.92% Withheld 0% | For |
| EOG
Resources, Inc. | EOG | 26875P101 | 5/24/2023 | 1 | Elect
Janet F. Clark | Mgmt | Voted | For | For
91.45% Against 8.42% Abstain 0.13% Withheld 0% | For |
| EOG
Resources, Inc. | EOG | 26875P101 | 5/24/2023 | 2 | Elect
Charles R. Crisp | Mgmt | Voted | For | For
90.33% Against 9.53% Abstain 0.14% Withheld 0% | For |
| EOG
Resources, Inc. | EOG | 26875P101 | 5/24/2023 | 3 | Elect
Robert P. Daniels | Mgmt | Voted | For | For
95.16% Against 4.71% Abstain 0.13% Withheld 0% | For |
| EOG
Resources, Inc. | EOG | 26875P101 | 5/24/2023 | 4 | Elect
Lynn A. Dugle | Mgmt | Voted | For | For
95.03% Against 4.83% Abstain 0.14% Withheld 0% | For |
| EOG
Resources, Inc. | EOG | 26875P101 | 5/24/2023 | 5 | Elect
C. Christopher Gaut | Mgmt | Voted | For | For
94.69% Against 5.17% Abstain 0.14% Withheld 0% | For |
| EOG
Resources, Inc. | EOG | 26875P101 | 5/24/2023 | 6 | Elect
Michael T. Kerr | Mgmt | Voted | For | For
95.29% Against 4.57% Abstain 0.14% Withheld 0% | For |
| EOG
Resources, Inc. | EOG | 26875P101 | 5/24/2023 | 7 | Elect
Julie J. Robertson | Mgmt | Voted | For | For
94.35% Against 5.51% Abstain 0.14% Withheld 0% | For |
| EOG
Resources, Inc. | EOG | 26875P101 | 5/24/2023 | 8 | Elect
Donald F. Textor | Mgmt | Voted | For | For
93.43% Against 6.43% Abstain 0.14% Withheld 0% | For |
| EOG
Resources, Inc. | EOG | 26875P101 | 5/24/2023 | 9 | Elect
Ezra Y. Yacob | Mgmt | Voted | For | For
95.61% Against 4.25% Abstain 0.14% Withheld 0% | For |
| EOG
Resources, Inc. | EOG | 26875P101 | 5/24/2023 | 10 | Ratification
of Auditor | Mgmt | Voted | For | For
96.79% Against 3.08% Abstain 0.13% Withheld 0% | For |
| EOG
Resources, Inc. | EOG | 26875P101 | 5/24/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.76% Against 8.06% Abstain 0.18% Withheld 0% | For |
| EOG
Resources, Inc. | EOG | 26875P101 | 5/24/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.28% 2 yr 0.06% 3 yr 1.51% Abstain 0.15% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 1 | Elect
Nanci E. Caldwell | Mgmt | Voted | For | For
88.92% Against 11.06% Abstain 0.02% Withheld 0% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 2 | Elect
Adaire Fox-Martin | Mgmt | Voted | For | For
99.3% Against 0.67% Abstain 0.03% Withheld 0% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 3 | Elect
Ron Guerrier | Mgmt | Voted | For | For
8.12% Against 0.05% Abstain 91.83% Withheld 0% | Against |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 4 | Elect
Gary F. Hromadko | Mgmt | Voted | For | For
95.75% Against 4.22% Abstain 0.03% Withheld 0% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 5 | Elect
Charles Meyers | Mgmt | Voted | For | For
99.29% Against 0.69% Abstain 0.02% Withheld 0% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 6 | Elect
Thomas S. Olinger | Mgmt | Voted | For | For
99.65% Against 0.32% Abstain 0.03% Withheld 0% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 7 | Elect
Christopher B. Paisley | Mgmt | Voted | For | For
91.4% Against 8.58% Abstain 0.02% Withheld 0% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 8 | Elect
Jeetendra I. Patel | Mgmt | Voted | For | For
95.56% Against 4.41% Abstain 0.03% Withheld 0% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 9 | Elect
Sandra Rivera | Mgmt | Voted | For | For
96.09% Against 3.89% Abstain 0.02% Withheld 0% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 10 | Elect
Fidelma Russo | Mgmt | Voted | For | For
96.63% Against 3.34% Abstain 0.03% Withheld 0% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 11 | Elect
Peter F. Van Camp | Mgmt | Voted | For | For
96.88% Against 2.85% Abstain 0.27% Withheld 0% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 12 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
74.21% Against 25.76% Abstain 0.03% Withheld 0% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 13 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.21% 2 yr 0.11% 3 yr 2.67% Abstain 0.01% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
94.62% Against 5.36% Abstain 0.02% Withheld 0% | For |
| Equinix,
Inc. | EQIX | 29444U700 | 5/25/2023 | 15 | Shareholder
Proposal Regarding Severance Approval Policy | ShrHoldr | Voted | Against | For
8.24% Against 91.08% Abstain 0.68% Withheld 0% | For |
| Estee
Lauder Cos., Inc. | EL | 518439104 | 11/18/2022 | 1 | Elect
Ronald S. Lauder | Mgmt | Voted | For | For
98.68% Against 0% Abstain 0% Withheld 1.32% | For |
| Estee
Lauder Cos., Inc. | EL | 518439104 | 11/18/2022 | 2 | Elect
William P. Lauder | Mgmt | Voted | For | For
94.29% Against 0% Abstain 0% Withheld 5.71% | For |
| Estee
Lauder Cos., Inc. | EL | 518439104 | 11/18/2022 | 3 | Elect
Richard D. Parsons | Mgmt | Voted | For | For
93.18% Against 0% Abstain 0% Withheld 6.82% | For |
| Estee
Lauder Cos., Inc. | EL | 518439104 | 11/18/2022 | 4 | Elect
Lynn Forester de Rothschild | Mgmt | Voted | For | For
98.07% Against 0% Abstain 0% Withheld 1.93% | For |
| Estee
Lauder Cos., Inc. | EL | 518439104 | 11/18/2022 | 5 | Elect
Jennifer Tejada | Mgmt | Voted | For | For
94.87% Against 0% Abstain 0% Withheld 5.13% | For |
| Estee
Lauder Cos., Inc. | EL | 518439104 | 11/18/2022 | 6 | Elect
Richard F. Zannino | Mgmt | Voted | For | For
98.57% Against 0% Abstain 0% Withheld 1.43% | For |
| Estee
Lauder Cos., Inc. | EL | 518439104 | 11/18/2022 | 7 | Ratification
of Auditor | Mgmt | Voted | For | For
99.91% Against 0.07% Abstain 0.02% Withheld 0% | For |
| Estee
Lauder Cos., Inc. | EL | 518439104 | 11/18/2022 | 8 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
94.63% Against 5.33% Abstain 0.04% Withheld 0% | For |
| Exelon
Corp. | EXC | 30161N101 | 4/25/2023 | 1 | Elect
Anthony K. Anderson | Mgmt | Voted | For | For
95.32% Against 4.5% Abstain 0.18% Withheld 0% | For |
| Exelon
Corp. | EXC | 30161N101 | 4/25/2023 | 2 | Elect
W. Paul Bowers | Mgmt | Voted | For | For
98.06% Against 1.75% Abstain 0.19% Withheld 0% | For |
| Exelon
Corp. | EXC | 30161N101 | 4/25/2023 | 3 | Elect
Calvin G. Butler, Jr. | Mgmt | Voted | For | For
99.34% Against 0.47% Abstain 0.19% Withheld 0% | For |
| Exelon
Corp. | EXC | 30161N101 | 4/25/2023 | 4 | Elect
Marjorie Rodgers Cheshire | Mgmt | Voted | For | For
98.08% Against 1.71% Abstain 0.21% Withheld 0% | For |
| Exelon
Corp. | EXC | 30161N101 | 4/25/2023 | 5 | Elect
Linda P. Jojo | Mgmt | Voted | For | For
98.08% Against 1.74% Abstain 0.18% Withheld 0% | For |
| Exelon
Corp. | EXC | 30161N101 | 4/25/2023 | 6 | Elect
Charisse Lillie | Mgmt | Voted | For | For
99.22% Against 0.59% Abstain 0.19% Withheld 0% | For |
| Exelon
Corp. | EXC | 30161N101 | 4/25/2023 | 7 | Elect
Matthew Rogers | Mgmt | Voted | For | For
99.35% Against 0.47% Abstain 0.18% Withheld 0% | For |
| Exelon
Corp. | EXC | 30161N101 | 4/25/2023 | 8 | Elect
John F. Young | Mgmt | Voted | For | For
97.1% Against 2.72% Abstain 0.18% Withheld 0% | For |
| Exelon
Corp. | EXC | 30161N101 | 4/25/2023 | 9 | Ratification
of Auditor | Mgmt | Voted | For | For
93.77% Against 6.08% Abstain 0.15% Withheld 0% | For |
| Exelon
Corp. | EXC | 30161N101 | 4/25/2023 | 10 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.76% Against 6.39% Abstain 1.85% Withheld 0% | For |
| Exelon
Corp. | EXC | 30161N101 | 4/25/2023 | 11 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.53% 2 yr 0.25% 3 yr 0.9% Abstain 0.32% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 1 | Elect
Michael J. Angelakis | Mgmt | Voted | For | For
96.05% Against 3.53% Abstain 0.42% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 2 | Elect
Susan K. Avery | Mgmt | Voted | For | For
92.97% Against 6.67% Abstain 0.36% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 3 | Elect
Angela F. Braly | Mgmt | Voted | For | For
96.13% Against 3.49% Abstain 0.38% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 4 | Elect
Gregory J. Goff | Mgmt | Voted | For | For
97.97% Against 1.44% Abstain 0.59% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 5 | Elect
John D. Harris II | Mgmt | Voted | For | For
97.92% Against 1.67% Abstain 0.41% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 6 | Elect
Kaisa H. Hietala | Mgmt | Voted | For | For
97.74% Against 1.63% Abstain 0.63% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 7 | Elect
Joseph L. Hooley | Mgmt | Voted | For | For
90.62% Against 9.01% Abstain 0.37% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 8 | Elect
Steven A. Kandarian | Mgmt | Voted | For | For
95.65% Against 3.96% Abstain 0.39% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 9 | Elect
Alexander A. Karsner | Mgmt | Voted | For | For
96.12% Against 3.51% Abstain 0.37% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 10 | Elect
Lawrence W. Kellner | Mgmt | Voted | For | For
98.29% Against 1.33% Abstain 0.38% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 11 | Elect
Jeffrey W. Ubben | Mgmt | Voted | For | For
96.91% Against 2.71% Abstain 0.38% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 12 | Elect
Darren W. Woods | Mgmt | Voted | For | For
92.34% Against 7.23% Abstain 0.43% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
96.98% Against 2.67% Abstain 0.35% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
89.83% Against 9.38% Abstain 0.79% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 96.36% 2 yr 0.56% 3 yr 2.61% Abstain 0.47% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 16 | Shareholder
Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Voted | Against | For
1.56% Against 97.22% Abstain 1.22% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 17 | Shareholder
Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Voted | Against | For
2.19% Against 96.99% Abstain 0.82% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 18 | Shareholder
Proposal Regarding Report on Carbon Capture and Storage | ShrHoldr | Voted | Against | For
5.16% Against 93.48% Abstain 1.36% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 19 | Shareholder
Proposal Regarding Methane Emission Disclosures | ShrHoldr | Voted | Against | For
35.56% Against 62.21% Abstain 2.23% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 20 | Shareholder
Proposal Regarding Medium-Term Scope 3 Target | ShrHoldr | Voted | Against | For
10.26% Against 87.61% Abstain 2.13% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 21 | Shareholder
Proposal Regarding Report on Guyanese Operations | ShrHoldr | Voted | Against | For
13.08% Against 85.33% Abstain 1.59% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 22 | Shareholder
Proposal Regarding Recalculated Emissions Baseline | ShrHoldr | Voted | Against | For
17% Against 75.47% Abstain 7.53% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 23 | Shareholder
Proposal Regarding Audited Report on Asset Retirement Obligations | ShrHoldr | Voted | Against | For
15.73% Against 82.72% Abstain 1.55% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 24 | Shareholder
Proposal Regarding Addressing Virgin Plastic Demand | ShrHoldr | Voted | Against | For
24.21% Against 71.4% Abstain 4.39% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 25 | Shareholder
Proposal Regarding Environmental Litigation | ShrHoldr | Voted | Against | For
8.92% Against 89.5% Abstain 1.58% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 26 | Shareholder
Proposal Regarding Report on Tax Transparency | ShrHoldr | Voted | Against | For
13.45% Against 85.62% Abstain 0.93% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 27 | Shareholder
Proposal Regarding Just Transition Reporting | ShrHoldr | Voted | Against | For
15.36% Against 77.33% Abstain 7.31% Withheld 0% | For |
| Exxon
Mobil Corp. | XOM | 30231G102 | 5/31/2023 | 28 | Shareholder
Proposal Regarding Report on Exploration and Production in the Arctic Refuge | ShrHoldr | Voted | Against | For
1.75% Against 26.9% Abstain 71.35% Withheld 0% | Against |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 1 | Elect
Marvin R. Ellison | Mgmt | Voted | For | For
97.59% Against 2.3% Abstain 0.11% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 2 | Elect
Stephen E. Gorman | Mgmt | Voted | For | For
99.46% Against 0.34% Abstain 0.2% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 3 | Elect
Susan Patricia Griffith | Mgmt | Voted | For | For
97% Against 2.65% Abstain 0.35% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 4 | Elect
Kimberly A. Jabal | Mgmt | Voted | For | For
98.43% Against 1.38% Abstain 0.19% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 5 | Elect
Amy B. Lane | Mgmt | Voted | For | For
99.23% Against 0.38% Abstain 0.39% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 6 | Elect
R. Brad Martin | Mgmt | Voted | For | For
96.55% Against 3.29% Abstain 0.16% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 7 | Elect
Nancy A. Norton | Mgmt | Voted | For | For
99.53% Against 0.29% Abstain 0.18% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 8 | Elect
Frederick P. Perpall | Mgmt | Voted | For | For
99.23% Against 0.58% Abstain 0.19% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 9 | Elect
Joshua Cooper Ramo | Mgmt | Voted | For | For
98.04% Against 1.78% Abstain 0.18% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 10 | Elect
Susan C. Schwab | Mgmt | Voted | For | For
96% Against 3.68% Abstain 0.32% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 11 | Elect
Frederick W. Smith | Mgmt | Voted | For | For
96% Against 3.91% Abstain 0.09% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 12 | Elect
David P. Steiner | Mgmt | Voted | For | For
88.86% Against 11.02% Abstain 0.12% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 13 | Elect
Rajesh Subramaniam | Mgmt | Voted | For | For
98.49% Against 1.4% Abstain 0.11% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 14 | Elect
V. James Vena | Mgmt | Voted | For | For
99.45% Against 0.35% Abstain 0.2% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 15 | Elect
Paul S. Walsh | Mgmt | Voted | For | For
94.39% Against 5.28% Abstain 0.33% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 16 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.3% Against 7.36% Abstain 0.34% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 17 | Ratification
of Auditor | Mgmt | Voted | For | For
97.45% Against 2.46% Abstain 0.09% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 18 | Amendment
to the 2019 Omnibus Stock Incentive Plan | Mgmt | Voted | For | For
91.74% Against 8.1% Abstain 0.16% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 19 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
37.53% Against 62.23% Abstain 0.24% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 20 | Shareholder
Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Voted | Against | For
35.99% Against 63.68% Abstain 0.33% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 21 | Shareholder
Proposal Regarding Lobbying Report | ShrHoldr | Voted | Against | For
34.63% Against 65.07% Abstain 0.3% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 22 | Shareholder
Proposal Regarding Report on Racism in Company Culture | ShrHoldr | Voted | Against | For
12.06% Against 87.17% Abstain 0.77% Withheld 0% | For |
| Fedex
Corp | FDX | 31428X106 | 9/19/2022 | 23 | Shareholder
Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Voted | Against | For
41.83% Against 57.79% Abstain 0.38% Withheld 0% | For |
| Fiserv,
Inc. | FISV | 337738108 | 5/17/2023 | 1 | Elect
Frank J. Bisignano | Mgmt | Voted | For | For
93.34% Against 0% Abstain 0% Withheld 6.66% | For |
| Fiserv,
Inc. | FISV | 337738108 | 5/17/2023 | 2 | Elect
Henrique de Castro | Mgmt | Voted | For | For
98.8% Against 0% Abstain 0% Withheld 1.2% | For |
| Fiserv,
Inc. | FISV | 337738108 | 5/17/2023 | 3 | Elect
Harry F. DiSimone | Mgmt | Voted | For | For
99.45% Against 0% Abstain 0% Withheld 0.55% | For |
| Fiserv,
Inc. | FISV | 337738108 | 5/17/2023 | 4 | Elect
Dylan G. Haggart | Mgmt | Voted | For | For
96.42% Against 0% Abstain 0% Withheld 3.58% | For |
| Fiserv,
Inc. | FISV | 337738108 | 5/17/2023 | 5 | Elect
Wafaa Mamilli | Mgmt | Voted | For | For
97.28% Against 0% Abstain 0% Withheld 2.72% | For |
| Fiserv,
Inc. | FISV | 337738108 | 5/17/2023 | 6 | Elect
Heidi G. Miller | Mgmt | Voted | For | For
93.06% Against 0% Abstain 0% Withheld 6.94% | For |
| Fiserv,
Inc. | FISV | 337738108 | 5/17/2023 | 7 | Elect
Doyle R. Simons | Mgmt | Voted | For | For
94.79% Against 0% Abstain 0% Withheld 5.21% | For |
| Fiserv,
Inc. | FISV | 337738108 | 5/17/2023 | 8 | Elect
Kevin M. Warren | Mgmt | Voted | For | For
96.53% Against 0% Abstain 0% Withheld 3.47% | For |
| Fiserv,
Inc. | FISV | 337738108 | 5/17/2023 | 9 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.93% Against 6.94% Abstain 0.13% Withheld 0% | For |
| Fiserv,
Inc. | FISV | 337738108 | 5/17/2023 | 10 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.77% 2 yr 0.11% 3 yr 1.03% Abstain 0.09% | For |
| Fiserv,
Inc. | FISV | 337738108 | 5/17/2023 | 11 | Ratification
of Auditor | Mgmt | Voted | For | For
94.61% Against 5.25% Abstain 0.14% Withheld 0% | For |
| Fiserv,
Inc. | FISV | 337738108 | 5/17/2023 | 12 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
31.05% Against 68.81% Abstain 0.14% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 1 | Elect
David P. Abney | Mgmt | Voted | For | For
98.65% Against 1.15% Abstain 0.2% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 2 | Elect
Richard C. Adkerson | Mgmt | Voted | For | For
96.27% Against 3.47% Abstain 0.26% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 3 | Elect
Marcela E. Donadio | Mgmt | Voted | For | For
97.69% Against 2.1% Abstain 0.21% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 4 | Elect
Robert W. Dudley | Mgmt | Voted | For | For
99.01% Against 0.78% Abstain 0.21% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 5 | Elect
Hugh Grant | Mgmt | Voted | For | For
99.28% Against 0.51% Abstain 0.21% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 6 | Elect
Lydia H. Kennard | Mgmt | Voted | For | For
98% Against 1.8% Abstain 0.2% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 7 | Elect
Ryan M. Lance | Mgmt | Voted | For | For
99.51% Against 0.28% Abstain 0.21% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 8 | Elect
Sara Grootwassink Lewis | Mgmt | Voted | For | For
99.34% Against 0.46% Abstain 0.2% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 9 | Elect
Dustan E. McCoy | Mgmt | Voted | For | For
91.58% Against 2.88% Abstain 5.54% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 10 | Elect
Kathleen L. Quirk | Mgmt | Voted | For | For
98.98% Against 0.82% Abstain 0.2% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 11 | Elect
John J. Stephens | Mgmt | Voted | For | For
99.27% Against 0.48% Abstain 0.25% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 12 | Elect
Frances F. Townsend | Mgmt | Voted | For | For
97.61% Against 2.18% Abstain 0.21% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
96.41% Against 3.17% Abstain 0.42% Withheld 0% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.02% 2 yr 0.15% 3 yr 1.58% Abstain 0.25% | For |
| Freeport-McMoRan
Inc | FCX | 35671D857 | 6/6/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
97.46% Against 2.33% Abstain 0.21% Withheld 0% | For |
| Gabelli
Dividend & Income Trust | GDV | 36242H104 | 5/22/2023 | 1 | Elect
Frank J. Fahrenkopf, Jr. | Mgmt | Voted | For | For
40.14% Against 0% Abstain 0% Withheld 59.86% | Against |
| Gabelli
Dividend & Income Trust | GDV | 36242H104 | 5/22/2023 | 2 | Elect
Anthonie C. van Ekris | Mgmt | Voted | For | For
40.35% Against 0% Abstain 0% Withheld 59.65% | Against |
| Gabelli
Dividend & Income Trust | GDV | 36242H104 | 5/22/2023 | 3 | Elect
Salvatore J. Zizza | Mgmt | Voted | For | For
40.39% Against 0% Abstain 0% Withheld 59.61% | Against |
| Gabelli
Global Small and Mid Cap Value Trust | GGZ | 36249W104 | 5/22/2023 | 1 | Elect
Mario J. Gabelli | Mgmt | Voted | For | For
68.36% Against 0% Abstain 0% Withheld 31.64% | For |
| Gabelli
Global Small and Mid Cap Value Trust | GGZ | 36249W104 | 5/22/2023 | 2 | Elect
James P. Conn | Mgmt | Voted | For | For
68.36% Against 0% Abstain 0% Withheld 31.64% | For |
| Gabelli
Global Small and Mid Cap Value Trust | GGZ | 36249W104 | 5/22/2023 | 3 | Elect
Salvatore J. Zizza | Mgmt | Voted | For | For
68.37% Against 0% Abstain 0% Withheld 31.63% | For |
| Gabelli
Healthcare & WellnessRx Trust | GRX | 36246K103 | 5/22/2023 | 1 | Elect
Mario J. Gabelli | Mgmt | Voted | For | For
64.01% Against 0% Abstain 0% Withheld 35.99% | For |
| Gabelli
Healthcare & WellnessRx Trust | GRX | 36246K103 | 5/22/2023 | 2 | Elect
Agnes Mullady | Mgmt | Voted | For | For
89.4% Against 0% Abstain 0% Withheld 10.6% | For |
| Gabelli
Healthcare & WellnessRx Trust | GRX | 36246K103 | 5/22/2023 | 3 | Elect
Anthonie C. van Ekris | Mgmt | Voted | For | For
88.93% Against 0% Abstain 0% Withheld 11.07% | For |
| GAMCO
Natural Resources, Gold & Income Trust | GNT | 36465E101 | 5/22/2023 | 1 | Elect
Michael J. Melarkey | Mgmt | Voted | For | For
34.07% Against 0% Abstain 0% Withheld 65.93% | Against |
| GAMCO
Natural Resources, Gold & Income Trust | GNT | 36465E101 | 5/22/2023 | 2 | Elect
Agnes Mullady | Mgmt | Voted | For | For
33.7% Against 0% Abstain 0% Withheld 66.3% | Against |
| GAMCO
Natural Resources, Gold & Income Trust | GNT | 36465E101 | 5/22/2023 | 3 | Elect
Anthonie C. van Ekris | Mgmt | Voted | For | For
34.03% Against 0% Abstain 0% Withheld 65.97% | Against |
| GDL
Fund | GDL | 361570104 | 5/22/2023 | 1 | Elect
Clarence A. Davis | Mgmt | Voted | For | For
85.5% Against 0% Abstain 0% Withheld 14.5% | For |
| General
American Investors Co., Inc. | GAMPRB | 368802104 | 4/26/2023 | 1 | Elect
Rodney B. Berens | Mgmt | Voted | For | For
81.52% Against 0% Abstain 0% Withheld 18.48% | For |
| General
American Investors Co., Inc. | GAMPRB | 368802104 | 4/26/2023 | 2 | Elect
Spencer Davidson | Mgmt | Voted | For | For
81.54% Against 0% Abstain 0% Withheld 18.46% | For |
| General
American Investors Co., Inc. | GAMPRB | 368802104 | 4/26/2023 | 3 | Elect
Clara E. Del Villar | Mgmt | Voted | For | For
83.33% Against 0% Abstain 0% Withheld 16.67% | For |
| General
American Investors Co., Inc. | GAMPRB | 368802104 | 4/26/2023 | 4 | Elect
John D. Gordan, III | Mgmt | Voted | For | For
79.95% Against 0% Abstain 0% Withheld 20.05% | For |
| General
American Investors Co., Inc. | GAMPRB | 368802104 | 4/26/2023 | 5 | Elect
Betsy F. Gotbaum | Mgmt | Voted | For | For
81.34% Against 0% Abstain 0% Withheld 18.66% | For |
| General
American Investors Co., Inc. | GAMPRB | 368802104 | 4/26/2023 | 6 | Elect
Rose Peabody Lynch | Mgmt | Voted | For | For
83.32% Against 0% Abstain 0% Withheld 16.68% | For |
| General
American Investors Co., Inc. | GAMPRB | 368802104 | 4/26/2023 | 7 | Elect
Jeffrey W. Priest | Mgmt | Voted | For | For
81.68% Against 0% Abstain 0% Withheld 18.32% | For |
| General
American Investors Co., Inc. | GAMPRB | 368802104 | 4/26/2023 | 8 | Elect
Savannah Sachs | Mgmt | Voted | For | For
83.38% Against 0% Abstain 0% Withheld 16.62% | For |
| General
American Investors Co., Inc. | GAMPRB | 368802104 | 4/26/2023 | 9 | Ratification
of Auditor | Mgmt | Voted | For | For
88.31% Against 11.33% Abstain 0.36% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 1 | Elect
Richard D. Clarke | Mgmt | Voted | For | For
99.32% Against 0.59% Abstain 0.09% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 2 | Elect
James S. Crown | Mgmt | Voted | For | For
93.4% Against 6.51% Abstain 0.09% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 3 | Elect
Rudy F. deLeon | Mgmt | Voted | For | For
98.62% Against 1.29% Abstain 0.09% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 4 | Elect
Cecil D. Haney | Mgmt | Voted | For | For
92.27% Against 7.64% Abstain 0.09% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 5 | Elect
Mark M. Malcolm | Mgmt | Voted | For | For
99.39% Against 0.51% Abstain 0.1% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 6 | Elect
James N. Mattis | Mgmt | Voted | For | For
98.21% Against 1.7% Abstain 0.09% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 7 | Elect
Phebe N. Novakovic | Mgmt | Voted | For | For
95.91% Against 4% Abstain 0.09% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 8 | Elect
C. Howard Nye | Mgmt | Voted | For | For
98.5% Against 1.4% Abstain 0.1% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 9 | Elect
Catherine B. Reynolds | Mgmt | Voted | For | For
99.37% Against 0.54% Abstain 0.09% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 10 | Elect
Laura J. Schumacher | Mgmt | Voted | For | For
97.29% Against 2.62% Abstain 0.09% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 11 | Elect
Robert K. Steel | Mgmt | Voted | For | For
98.26% Against 1.64% Abstain 0.1% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 12 | Elect
John G. Stratton | Mgmt | Voted | For | For
78.01% Against 21.9% Abstain 0.09% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 13 | Elect
Peter A. Wall | Mgmt | Voted | For | For
98.27% Against 1.63% Abstain 0.1% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 14 | Amendment
to Articles Limiting the Liability of Certain Officers | Mgmt | Voted | For | For
89.9% Against 9.95% Abstain 0.15% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
98.31% Against 1.59% Abstain 0.1% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 16 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
96.16% Against 3.64% Abstain 0.2% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 17 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 87.85% 2 yr 0.14% 3 yr 11.88% Abstain 0.13% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 18 | Shareholder
Proposal Regarding Report on Human Rights Impact Assessments | ShrHoldr | Voted | Against | For
24.92% Against 74.37% Abstain 0.71% Withheld 0% | For |
| General
Dynamics Corp. | GD | 369550108 | 5/3/2023 | 19 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
39.45% Against 60.4% Abstain 0.15% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 1 | Elect
Mary T. Barra | Mgmt | Voted | For | For
93.35% Against 6.02% Abstain 0.63% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 2 | Elect
Aneel Bhusri | Mgmt | Voted | For | For
98.23% Against 1.67% Abstain 0.1% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 3 | Elect
Wesley G. Bush | Mgmt | Voted | For | For
98.05% Against 1.85% Abstain 0.1% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 4 | Elect
Joanne C. Crevoiserat | Mgmt | Voted | For | For
99.32% Against 0.58% Abstain 0.1% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 5 | Elect
Linda R. Gooden | Mgmt | Voted | For | For
99.34% Against 0.56% Abstain 0.1% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 6 | Elect
Joseph Jimenez | Mgmt | Voted | For | For
94.07% Against 5.83% Abstain 0.1% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 7 | Elect
Jonathan McNeill | Mgmt | Voted | For | For
99.39% Against 0.5% Abstain 0.11% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 8 | Elect
Judith A. Miscik | Mgmt | Voted | For | For
97.8% Against 2.1% Abstain 0.1% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 9 | Elect
Patricia F. Russo | Mgmt | Voted | For | For
93.4% Against 6.5% Abstain 0.1% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 10 | Elect
Thomas M. Schoewe | Mgmt | Voted | For | For
97.98% Against 1.92% Abstain 0.1% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 11 | Elect
Mark A. Tatum | Mgmt | Voted | For | For
99.01% Against 0.89% Abstain 0.1% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 12 | Elect
Jan E. Tighe | Mgmt | Voted | For | For
98.93% Against 0.96% Abstain 0.11% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 13 | Elect
Devin N. Wenig | Mgmt | Voted | For | For
99.38% Against 0.51% Abstain 0.11% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
99.42% Against 0.49% Abstain 0.09% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 15 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.57% Against 8.24% Abstain 0.19% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 16 | Amendment
to the 2020 Long-Term Incentive Plan | Mgmt | Voted | For | For
96.65% Against 3.18% Abstain 0.17% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 17 | Shareholder
Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Voted | Against | For
2.99% Against 95.86% Abstain 1.15% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 18 | Shareholder
Proposal Regarding Right to Act by Written Consent | ShrHoldr | Voted | Against | For
44.59% Against 55.12% Abstain 0.29% Withheld 0% | For |
| General
Motors Company | GM | 37045V100 | 6/20/2023 | 19 | Shareholder
Proposal Regarding Procurement Targets for Sustainable Materials in Supply Chain | ShrHoldr | Voted | Against | For
14.29% Against 84.66% Abstain 1.05% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 1 | Elect
Jacqueline K. Barton | Mgmt | Voted | For | For
98.45% Against 1.35% Abstain 0.2% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 2 | Elect
Jeffrey A. Bluestone | Mgmt | Voted | For | For
99.4% Against 0.39% Abstain 0.21% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 3 | Elect
Sandra J. Horning | Mgmt | Voted | For | For
97.93% Against 1.87% Abstain 0.2% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 4 | Elect
Kelly A. Kramer | Mgmt | Voted | For | For
96.51% Against 3.28% Abstain 0.21% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 5 | Elect
Kevin E. Lofton | Mgmt | Voted | For | For
92.42% Against 7.37% Abstain 0.21% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 6 | Elect
Harish Manwani | Mgmt | Voted | For | For
95.79% Against 4% Abstain 0.21% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 7 | Elect
Daniel P. O'Day | Mgmt | Voted | For | For
92.15% Against 7.05% Abstain 0.8% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 8 | Elect
Javier J. Rodriguez | Mgmt | Voted | For | For
99.16% Against 0.63% Abstain 0.21% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 9 | Elect
Anthony Welters | Mgmt | Voted | For | For
95.08% Against 4.45% Abstain 0.47% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 10 | Ratification
of Auditor | Mgmt | Voted | For | For
94.15% Against 5.74% Abstain 0.11% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.74% Against 7.93% Abstain 0.33% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.35% 2 yr 0.09% 3 yr 1.41% Abstain 0.15% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 13 | Amendment
to the Employee Stock Purchase Plan | Mgmt | Voted | For | For
99.5% Against 0.31% Abstain 0.19% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 14 | Shareholder
Proposal Regarding Multiple Board Nominees | ShrHoldr | Voted | Against | For
0.74% Against 98.1% Abstain 1.16% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 15 | Shareholder
Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | ShrHoldr | Voted | Against | For
4.63% Against 93.88% Abstain 1.49% Withheld 0% | For |
| Gilead
Sciences, Inc. | GILD | 375558103 | 5/3/2023 | 16 | Shareholder
Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Voted | Against | For
16.51% Against 82.28% Abstain 1.21% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 1 | Elect
M. Michele Burns | Mgmt | Voted | For | For
96.65% Against 3.15% Abstain 0.2% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 2 | Elect
Mark Flaherty | Mgmt | Voted | For | For
99.13% Against 0.67% Abstain 0.2% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 3 | Elect
Kimberley Harris | Mgmt | Voted | For | For
96.99% Against 2.76% Abstain 0.25% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 4 | Elect
Kevin R. Johnson | Mgmt | Voted | For | For
98.83% Against 0.92% Abstain 0.25% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 5 | Elect
Ellen J. Kullman | Mgmt | Voted | For | For
97.94% Against 1.86% Abstain 0.2% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 6 | Elect
Lakshmi N. Mittal | Mgmt | Voted | For | For
88.31% Against 11.49% Abstain 0.2% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 7 | Elect
Adebayo O. Ogunlesi | Mgmt | Voted | For | For
97.78% Against 2.02% Abstain 0.2% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 8 | Elect
Peter Oppenheimer | Mgmt | Voted | For | For
98.71% Against 1.09% Abstain 0.2% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 9 | Elect
David M. Solomon | Mgmt | Voted | For | For
95.46% Against 4.3% Abstain 0.24% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 10 | Elect
Jan E. Tighe | Mgmt | Voted | For | For
99.02% Against 0.78% Abstain 0.2% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 11 | Elect
Jessica Uhl | Mgmt | Voted | For | For
99.15% Against 0.59% Abstain 0.26% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 12 | Elect
David A. Viniar | Mgmt | Voted | For | For
98.91% Against 0.91% Abstain 0.18% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.69% Against 5.99% Abstain 0.32% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.22% 2 yr 0.14% 3 yr 1.44% Abstain 0.2% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
95.51% Against 4.38% Abstain 0.11% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 16 | Shareholder
Proposal Regarding Lobbying Report | ShrHoldr | Voted | Against | For
35.32% Against 63.94% Abstain 0.74% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 17 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
16.2% Against 82.77% Abstain 1.03% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 18 | Shareholder
Proposal Regarding Third-Party Review for Congruency of China-focused ETFs | ShrHoldr | Voted | Against | For
2.44% Against 96.17% Abstain 1.39% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 19 | Shareholder
Proposal Regarding a Racial Equity Audit | ShrHoldr | Voted | Against | For
11.48% Against 87.26% Abstain 1.26% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 20 | Shareholder
Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Voted | Against | For
6.82% Against 91.91% Abstain 1.27% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 21 | Shareholder
Proposal Regarding Absolute GHG Reduction Targets | ShrHoldr | Voted | Against | For
12.49% Against 86.75% Abstain 0.76% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 22 | Shareholder
Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Voted | Against | For
29.73% Against 69.54% Abstain 0.73% Withheld 0% | For |
| Goldman
Sachs Group, Inc. | GS | 38141G104 | 4/26/2023 | 23 | Shareholder
Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Voted | Against | For
30.1% Against 65.69% Abstain 4.21% Withheld 0% | For |
| Goldman
Sachs MLP Income Opportunities Fund | GMZ | 38148G206 | 3/23/2023 | 1 | Elect
Linda A. Lang | Mgmt | Voted | For | For
63.41% Against 0% Abstain 0% Withheld 36.59% | For |
| Goldman
Sachs MLP Income Opportunities Fund | GMZ | 38148G206 | 3/23/2023 | 2 | Elect
James A. McNamara | Mgmt | Voted | For | For
62.82% Against 0% Abstain 0% Withheld 37.18% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 1 | Elect
Thomas F. Frist III | Mgmt | Voted | For | For
97.76% Against 2.22% Abstain 0.02% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 2 | Elect
Samuel N. Hazen | Mgmt | Voted | For | For
99.46% Against 0.52% Abstain 0.02% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 3 | Elect
Meg G. Crofton | Mgmt | Voted | For | For
99.39% Against 0.58% Abstain 0.03% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 4 | Elect
Robert J. Dennis | Mgmt | Voted | For | For
96.8% Against 3.17% Abstain 0.03% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 5 | Elect
Nancy-Ann DeParle | Mgmt | Voted | For | For
98.63% Against 1.34% Abstain 0.03% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 6 | Elect
William R. Frist | Mgmt | Voted | For | For
99.08% Against 0.9% Abstain 0.02% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 7 | Elect
Hugh F. Johnston | Mgmt | Voted | For | For
98.23% Against 1.74% Abstain 0.03% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 8 | Elect
Michael W. Michelson | Mgmt | Voted | For | For
99.1% Against 0.87% Abstain 0.03% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 9 | Elect
Wayne J. Riley | Mgmt | Voted | For | For
97.77% Against 2.2% Abstain 0.03% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 10 | Elect
Andrea B. Smith | Mgmt | Voted | For | For
99.59% Against 0.39% Abstain 0.02% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 11 | Ratification
of Auditor | Mgmt | Voted | For | For
93.17% Against 6.81% Abstain 0.02% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 12 | Approval
of the 2023 Employee Stock Purchase Plan | Mgmt | Voted | For | For
98.51% Against 1.31% Abstain 0.18% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
95.36% Against 4.52% Abstain 0.12% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 14 | Shareholder
Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Voted | Against | For
23.47% Against 76.23% Abstain 0.3% Withheld 0% | For |
| HCA
Healthcare Inc | HCA | 40412C101 | 4/19/2023 | 15 | Shareholder
Proposal Regarding Board Oversight of Staffing and Patient Safety | ShrHoldr | Voted | Against | For
18.82% Against 80.59% Abstain 0.59% Withheld 0% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 1 | Elect
Pamela M. Arway | Mgmt | Voted | For | For
98.88% Against 0% Abstain 0% Withheld 1.12% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 2 | Elect
Michele G. Buck | Mgmt | Voted | For | For
98.41% Against 0% Abstain 0% Withheld 1.59% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 3 | Elect
Victor L. Crawford | Mgmt | Voted | For | For
97.89% Against 0% Abstain 0% Withheld 2.11% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 4 | Elect
Robert M. Dutkowsky | Mgmt | Voted | For | For
56.62% Against 0% Abstain 0% Withheld 43.38% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 5 | Elect
Mary Kay Haben | Mgmt | Voted | For | For
99.67% Against 0% Abstain 0% Withheld 0.33% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 6 | Elect
James C. Katzman | Mgmt | Voted | For | For
94.65% Against 0% Abstain 0% Withheld 5.35% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 7 | Elect
M. Diane Koken | Mgmt | Voted | For | For
99.65% Against 0% Abstain 0% Withheld 0.35% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 8 | Elect
Huong Maria T. Kraus | Mgmt | Voted | For | For
99.88% Against 0% Abstain 0% Withheld 0.12% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 9 | Elect
Robert M. Malcolm | Mgmt | Voted | For | For
94.82% Against 0% Abstain 0% Withheld 5.18% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 10 | Elect
Anthony J. Palmer | Mgmt | Voted | For | For
94.73% Against 0% Abstain 0% Withheld 5.27% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 11 | Elect
Juan R. Perez | Mgmt | Voted | For | For
93.59% Against 0% Abstain 0% Withheld 6.41% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
99.87% Against 0.09% Abstain 0.04% Withheld 0% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
98.76% Against 1.15% Abstain 0.09% Withheld 0% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 99.67% 2 yr 0.04% 3 yr 0.22% Abstain 0.07% | For |
| Hershey
Company | HSY | 427866108 | 5/16/2023 | 15 | Shareholder
Proposal Regarding Report on Ending Child Labor | ShrHoldr | Voted | Against | For
3.62% Against 96.13% Abstain 0.25% Withheld 0% | For |
| Hilton
Worldwide Holdings Inc | HLT | 43300A203 | 5/18/2023 | 1 | Elect
Christopher J. Nassetta | Mgmt | Voted | For | For
99.43% Against 0.49% Abstain 0.08% Withheld 0% | For |
| Hilton
Worldwide Holdings Inc | HLT | 43300A203 | 5/18/2023 | 2 | Elect
Jonathan D. Gray | Mgmt | Voted | For | For
93.12% Against 6.45% Abstain 0.43% Withheld 0% | For |
| Hilton
Worldwide Holdings Inc | HLT | 43300A203 | 5/18/2023 | 3 | Elect
Charlene T. Begley | Mgmt | Voted | For | For
98.47% Against 1.45% Abstain 0.08% Withheld 0% | For |
| Hilton
Worldwide Holdings Inc | HLT | 43300A203 | 5/18/2023 | 4 | Elect
Chris Carr | Mgmt | Voted | For | For
99.61% Against 0.32% Abstain 0.07% Withheld 0% | For |
| Hilton
Worldwide Holdings Inc | HLT | 43300A203 | 5/18/2023 | 5 | Elect
Melanie L. Healey | Mgmt | Voted | For | For
98.86% Against 1.07% Abstain 0.07% Withheld 0% | For |
| Hilton
Worldwide Holdings Inc | HLT | 43300A203 | 5/18/2023 | 6 | Elect
Raymond E. Mabus, Jr. | Mgmt | Voted | For | For
99.21% Against 0.72% Abstain 0.07% Withheld 0% | For |
| Hilton
Worldwide Holdings Inc | HLT | 43300A203 | 5/18/2023 | 7 | Elect
Judith A. McHale | Mgmt | Voted | For | For
98.08% Against 1.84% Abstain 0.08% Withheld 0% | For |
| Hilton
Worldwide Holdings Inc | HLT | 43300A203 | 5/18/2023 | 8 | Elect
Elizabeth A. Smith | Mgmt | Voted | For | For
99.24% Against 0.68% Abstain 0.08% Withheld 0% | For |
| Hilton
Worldwide Holdings Inc | HLT | 43300A203 | 5/18/2023 | 9 | Elect
Douglas M. Steenland | Mgmt | Voted | For | For
97.09% Against 2.83% Abstain 0.08% Withheld 0% | For |
| Hilton
Worldwide Holdings Inc | HLT | 43300A203 | 5/18/2023 | 10 | Ratification
of Auditor | Mgmt | Voted | For | For
97.22% Against 2.71% Abstain 0.07% Withheld 0% | For |
| Hilton
Worldwide Holdings Inc | HLT | 43300A203 | 5/18/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
89.66% Against 10.26% Abstain 0.08% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 1 | Elect
Gerard J. Arpey | Mgmt | Voted | For | For
98.47% Against 1.35% Abstain 0.18% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 2 | Elect
Ari Bousbib | Mgmt | Voted | For | For
96.93% Against 2.89% Abstain 0.18% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 3 | Elect
Jeffery H. Boyd | Mgmt | Voted | For | For
96.18% Against 3.63% Abstain 0.19% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 4 | Elect
Gregory D. Brenneman | Mgmt | Voted | For | For
96.3% Against 3.52% Abstain 0.18% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 5 | Elect
J. Frank Brown | Mgmt | Voted | For | For
95.15% Against 4.67% Abstain 0.18% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 6 | Elect
Albert P. Carey | Mgmt | Voted | For | For
95.08% Against 4.74% Abstain 0.18% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 7 | Elect
Edward P. Decker | Mgmt | Voted | For | For
92.99% Against 6.64% Abstain 0.37% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 8 | Elect
Linda R. Gooden | Mgmt | Voted | For | For
98.07% Against 1.76% Abstain 0.17% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 9 | Elect
Wayne M. Hewett | Mgmt | Voted | For | For
98.03% Against 1.79% Abstain 0.18% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 10 | Elect
Manuel Kadre | Mgmt | Voted | For | For
98.59% Against 1.23% Abstain 0.18% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 11 | Elect
Stephanie C. Linnartz | Mgmt | Voted | For | For
98.16% Against 1.66% Abstain 0.18% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 12 | Elect
Paula Santilli | Mgmt | Voted | For | For
98.64% Against 1.19% Abstain 0.17% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 13 | Elect
Caryn Seidman-Becker | Mgmt | Voted | For | For
97.6% Against 2.22% Abstain 0.18% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
95.9% Against 3.92% Abstain 0.18% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 15 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
95.1% Against 4.52% Abstain 0.38% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 16 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98% 2 yr 0.25% 3 yr 1.49% Abstain 0.26% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 17 | Shareholder
Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | ShrHoldr | Voted | Against | For
36.95% Against 62.5% Abstain 0.55% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 18 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
26.2% Against 72.28% Abstain 1.52% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 19 | Shareholder
Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Voted | Against | For
30.96% Against 67.96% Abstain 1.08% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 20 | Shareholder
Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | ShrHoldr | Voted | Against | For
0.9% Against 98.31% Abstain 0.79% Withheld 0% | For |
| Home
Depot, Inc. | HD | 437076102 | 5/18/2023 | 21 | Shareholder
Proposal Regarding Public Positions on Political Speech | ShrHoldr | Voted | Against | For
1.65% Against 97.51% Abstain 0.84% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 1 | Elect
Darius Adamczyk | Mgmt | Voted | For | For
95.56% Against 4.18% Abstain 0.26% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 2 | Elect
Duncan B. Angove | Mgmt | Voted | For | For
98.41% Against 1.3% Abstain 0.29% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 3 | Elect
William S. Ayer | Mgmt | Voted | For | For
97.6% Against 2.12% Abstain 0.28% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 4 | Elect
Kevin Burke | Mgmt | Voted | For | For
96.16% Against 3.56% Abstain 0.28% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 5 | Elect
D. Scott Davis | Mgmt | Voted | For | For
93.09% Against 6.64% Abstain 0.27% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 6 | Elect
Deborah Flint | Mgmt | Voted | For | For
98.59% Against 1.17% Abstain 0.24% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 7 | Elect
Vimal Kapur | Mgmt | Voted | For | For
97.81% Against 1.93% Abstain 0.26% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 8 | Elect
Rose Lee | Mgmt | Voted | For | For
98.45% Against 1.3% Abstain 0.25% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 9 | Elect
Grace D. Lieblein | Mgmt | Voted | For | For
96.71% Against 3.04% Abstain 0.25% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 10 | Elect
Robin L. Washington | Mgmt | Voted | For | For
94.05% Against 5.7% Abstain 0.25% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 11 | Elect
Robin Watson | Mgmt | Voted | For | For
99.09% Against 0.64% Abstain 0.27% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.69% 2 yr 0.5% 3 yr 1.45% Abstain 0.36% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.21% Against 6.17% Abstain 0.62% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
98.93% Against 0.79% Abstain 0.28% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 15 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
44.37% Against 55.08% Abstain 0.55% Withheld 0% | For |
| Honeywell
International Inc. | HON | 438516106 | 5/19/2023 | 16 | Shareholder
Proposal Regarding Environmental and Health Impact Report | ShrHoldr | Voted | Against | For
12.81% Against 85.41% Abstain 1.78% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 1 | Elect
Raquel C. Bono | Mgmt | Voted | For | For
99.39% Against 0.53% Abstain 0.08% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 2 | Elect
Bruce Broussard | Mgmt | Voted | For | For
99.51% Against 0.33% Abstain 0.16% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 3 | Elect
Frank A. D'Amelio | Mgmt | Voted | For | For
88.28% Against 11.59% Abstain 0.13% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 4 | Elect
David T. Feinberg | Mgmt | Voted | For | For
99.51% Against 0.38% Abstain 0.11% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 5 | Elect
Wayne A.I. Frederick | Mgmt | Voted | For | For
96.29% Against 3.6% Abstain 0.11% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 6 | Elect
John W. Garratt | Mgmt | Voted | For | For
99.26% Against 0.63% Abstain 0.11% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 7 | Elect
Kurt J. Hilzinger | Mgmt | Voted | For | For
97.1% Against 2.82% Abstain 0.08% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 8 | Elect
Karen W. Katz | Mgmt | Voted | For | For
96.44% Against 3.41% Abstain 0.15% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 9 | Elect
Marcy S. Klevorn | Mgmt | Voted | For | For
99.64% Against 0.27% Abstain 0.09% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 10 | Elect
William J. McDonald | Mgmt | Voted | For | For
97.14% Against 2.78% Abstain 0.08% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 11 | Elect
Jorge S. Mesquita | Mgmt | Voted | For | For
97.31% Against 2.59% Abstain 0.1% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 12 | Elect
Brad D. Smith | Mgmt | Voted | For | For
99.55% Against 0.36% Abstain 0.09% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
95.33% Against 4.61% Abstain 0.06% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.05% Against 8.68% Abstain 0.27% Withheld 0% | For |
| Humana
Inc. | HUM | 444859102 | 4/20/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.87% 2 yr 0.1% 3 yr 1.94% Abstain 0.09% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 1 | Elect
Daniel J. Brutto | Mgmt | Voted | For | For
97.69% Against 2.2% Abstain 0.11% Withheld 0% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 2 | Elect
Susan Crown | Mgmt | Voted | For | For
95.32% Against 4.58% Abstain 0.1% Withheld 0% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 3 | Elect
Darrell L. Ford | Mgmt | Voted | For | For
98.43% Against 1.45% Abstain 0.12% Withheld 0% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 4 | Elect
Kelly J. Grier | Mgmt | Voted | For | For
99.26% Against 0.62% Abstain 0.12% Withheld 0% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 5 | Elect
James W. Griffith | Mgmt | Voted | For | For
96.67% Against 3.19% Abstain 0.14% Withheld 0% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 6 | Elect
Jay L. Henderson | Mgmt | Voted | For | For
99.16% Against 0.71% Abstain 0.13% Withheld 0% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 7 | Elect
Richard H. Lenny | Mgmt | Voted | For | For
96.96% Against 2.93% Abstain 0.11% Withheld 0% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 8 | Elect
E. Scott Santi | Mgmt | Voted | For | For
94.8% Against 4.84% Abstain 0.36% Withheld 0% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 9 | Elect
David H. B. Smith, Jr. | Mgmt | Voted | For | For
97.32% Against 2.57% Abstain 0.11% Withheld 0% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 10 | Elect
Pamela B. Strobel | Mgmt | Voted | For | For
94.71% Against 5.2% Abstain 0.09% Withheld 0% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.78% Against 6.91% Abstain 0.31% Withheld 0% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.59% 2 yr 0.15% 3 yr 1.1% Abstain 0.16% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
96.53% Against 3.35% Abstain 0.12% Withheld 0% | For |
| Illinois
Tool Works, Inc. | ITW | 452308109 | 5/5/2023 | 14 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
19.24% Against 80.26% Abstain 0.5% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 1 | Elect
Kathryn J. Boor | Mgmt | Voted | For | For
99.21% Against 0.71% Abstain 0.08% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 2 | Elect
Barry A. Bruno | Mgmt | Voted | For | For
99.31% Against 0.62% Abstain 0.07% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 3 | Elect
Franklin K. Clyburn, Jr. | Mgmt | Voted | For | For
99.54% Against 0.38% Abstain 0.08% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 4 | Elect
Mark J. Costa | Mgmt | Voted | For | For
99.45% Against 0.47% Abstain 0.08% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 5 | Elect
Carol Anthony Davidson | Mgmt | Voted | For | For
99.3% Against 0.62% Abstain 0.08% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 6 | Elect
Roger W. Ferguson, Jr. | Mgmt | Voted | For | For
92.44% Against 7.49% Abstain 0.07% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 7 | Elect
John F. Ferraro | Mgmt | Voted | For | For
96.74% Against 3.18% Abstain 0.08% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 8 | Elect
Christina A. Gold | Mgmt | Voted | For | For
91.47% Against 7.28% Abstain 1.25% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 9 | Elect
Gary Hu | Mgmt | Voted | For | For
95.47% Against 4.46% Abstain 0.07% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 10 | Elect
Kevin O'Byrne | Mgmt | Voted | For | For
99.67% Against 0.25% Abstain 0.08% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 11 | Elect
Dawn C. Willoughby | Mgmt | Voted | For | For
99.14% Against 0.78% Abstain 0.08% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
94.92% Against 5.02% Abstain 0.06% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
89.08% Against 10.82% Abstain 0.1% Withheld 0% | For |
| International
Flavors & Fragrances Inc. | IFF | 459506101 | 5/3/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.92% 2 yr 0.03% 3 yr 0.99% Abstain 0.06% | For |
| Intuit
Inc | INTU | 461202103 | 1/19/2023 | 1 | Elect
Eve Burton | Mgmt | Voted | For | For
99.5% Against 0.45% Abstain 0.05% Withheld 0% | For |
| Intuit
Inc | INTU | 461202103 | 1/19/2023 | 2 | Elect
Scott D. Cook | Mgmt | Voted | For | For
99.63% Against 0.33% Abstain 0.04% Withheld 0% | For |
| Intuit
Inc | INTU | 461202103 | 1/19/2023 | 3 | Elect
Richard L. Dalzell | Mgmt | Voted | For | For
99.62% Against 0.32% Abstain 0.06% Withheld 0% | For |
| Intuit
Inc | INTU | 461202103 | 1/19/2023 | 4 | Elect
Sasan Goodarzi | Mgmt | Voted | For | For
99.63% Against 0.32% Abstain 0.05% Withheld 0% | For |
| Intuit
Inc | INTU | 461202103 | 1/19/2023 | 5 | Elect
Deborah Liu | Mgmt | Voted | For | For
99.49% Against 0.46% Abstain 0.05% Withheld 0% | For |
| Intuit
Inc | INTU | 461202103 | 1/19/2023 | 6 | Elect
Tekedra Mawakana | Mgmt | Voted | For | For
99.54% Against 0.4% Abstain 0.06% Withheld 0% | For |
| Intuit
Inc | INTU | 461202103 | 1/19/2023 | 7 | Elect
Suzanne Nora Johnson | Mgmt | Voted | For | For
95.99% Against 3.77% Abstain 0.24% Withheld 0% | For |
| Intuit
Inc | INTU | 461202103 | 1/19/2023 | 8 | Elect
Thomas J. Szkutak | Mgmt | Voted | For | For
99.65% Against 0.3% Abstain 0.05% Withheld 0% | For |
| Intuit
Inc | INTU | 461202103 | 1/19/2023 | 9 | Elect
Raul Vazquez | Mgmt | Voted | For | For
99.68% Against 0.26% Abstain 0.06% Withheld 0% | For |
| Intuit
Inc | INTU | 461202103 | 1/19/2023 | 10 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.18% Against 6.74% Abstain 0.08% Withheld 0% | For |
| Intuit
Inc | INTU | 461202103 | 1/19/2023 | 11 | Ratification
of Auditor | Mgmt | Voted | For | For
95.52% Against 4.28% Abstain 0.2% Withheld 0% | For |
| Intuit
Inc | INTU | 461202103 | 1/19/2023 | 12 | Amendment
to the Employee Stock Purchase Plan | Mgmt | Voted | For | For
99.22% Against 0.73% Abstain 0.05% Withheld 0% | For |
| IQVIA
Holdings Inc | IQV | 46266C105 | 4/18/2023 | 1 | Elect
Carol J. Burt | Mgmt | Voted | For | For
94.61% Against 5.35% Abstain 0.04% Withheld 0% | For |
| IQVIA
Holdings Inc | IQV | 46266C105 | 4/18/2023 | 2 | Elect
Colleen A. Goggins | Mgmt | Voted | For | For
89.73% Against 10.22% Abstain 0.05% Withheld 0% | For |
| IQVIA
Holdings Inc | IQV | 46266C105 | 4/18/2023 | 3 | Elect
Sheila A. Stamps | Mgmt | Voted | For | For
96.1% Against 3.86% Abstain 0.04% Withheld 0% | For |
| IQVIA
Holdings Inc | IQV | 46266C105 | 4/18/2023 | 4 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
79.52% Against 20.42% Abstain 0.06% Withheld 0% | For |
| IQVIA
Holdings Inc | IQV | 46266C105 | 4/18/2023 | 5 | Permit
Shareholders to Call Special Meetings | Mgmt | Voted | For | For
88.6% Against 3.59% Abstain 7.81% Withheld 0% | For |
| IQVIA
Holdings Inc | IQV | 46266C105 | 4/18/2023 | 6 | Shareholder
Proposal Regarding Right to Call Special Meetings | ShrHoldr | Voted | Against | For
48.39% Against 51.25% Abstain 0.36% Withheld 0% | For |
| IQVIA
Holdings Inc | IQV | 46266C105 | 4/18/2023 | 7 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
34.07% Against 65.86% Abstain 0.07% Withheld 0% | For |
| IQVIA
Holdings Inc | IQV | 46266C105 | 4/18/2023 | 8 | Ratification
of Auditor | Mgmt | Voted | For | For
93.45% Against 6.51% Abstain 0.04% Withheld 0% | For |
| Japan
Smaller Capitalization Fund Inc. | JOF | 47109U104 | 12/15/2022 | 1 | Elect
Rodney A. Buck | Mgmt | Voted | For | For
74.98% Against 24.22% Abstain 0.8% Withheld 0% | For |
| Japan
Smaller Capitalization Fund Inc. | JOF | 47109U104 | 12/15/2022 | 2 | Elect
David B. Chemidlin | Mgmt | Voted | For | For
74.95% Against 24.27% Abstain 0.78% Withheld 0% | For |
| Japan
Smaller Capitalization Fund Inc. | JOF | 47109U104 | 12/15/2022 | 3 | Elect
Marcia L. MacHarg | Mgmt | Voted | For | For
75.05% Against 24.16% Abstain 0.79% Withheld 0% | For |
| Japan
Smaller Capitalization Fund Inc. | JOF | 47109U104 | 12/15/2022 | 4 | Elect
Yuichi Nomoto | Mgmt | Voted | For | For
75.07% Against 24.14% Abstain 0.79% Withheld 0% | For |
| Japan
Smaller Capitalization Fund Inc. | JOF | 47109U104 | 12/15/2022 | 5 | Elect
Paige P. Ouimet | Mgmt | Voted | For | For
94.82% Against 4.38% Abstain 0.8% Withheld 0% | For |
| Japan
Smaller Capitalization Fund Inc. | JOF | 47109U104 | 12/15/2022 | 6 | Approval
of a change in the Management Fee Structure | Mgmt | Voted | For | For
77.79% Against 21.97% Abstain 0.24% Withheld 0% | For |
| Japan
Smaller Capitalization Fund Inc. | JOF | 47109U104 | 12/15/2022 | 7 | Shareholder
Proposal to Establish a Special Committee to Investigate Replacing the Investment Manager | ShrHoldr | Voted | Against | For
27.34% Against 71.98% Abstain 0.68% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 1 | Elect
Darius Adamczyk | Mgmt | Voted | For | For
98.16% Against 0.9% Abstain 0.94% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 2 | Elect
Mary C. Beckerle | Mgmt | Voted | For | For
98.34% Against 0.76% Abstain 0.9% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 3 | Elect
D. Scott Davis | Mgmt | Voted | For | For
96.52% Against 2.55% Abstain 0.93% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 4 | Elect
Jennifer A. Doudna | Mgmt | Voted | For | For
98.32% Against 0.78% Abstain 0.9% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 5 | Elect
Joaquin Duato | Mgmt | Voted | For | For
92.76% Against 6.64% Abstain 0.6% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 6 | Elect
Marillyn A. Hewson | Mgmt | Voted | For | For
97.46% Against 1.63% Abstain 0.91% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 7 | Elect
Paula A. Johnson | Mgmt | Voted | For | For
99.19% Against 0.54% Abstain 0.27% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 8 | Elect
Hubert Joly | Mgmt | Voted | For | For
97.4% Against 1.67% Abstain 0.93% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 9 | Elect
Mark B. McClellan | Mgmt | Voted | For | For
98.29% Against 0.78% Abstain 0.93% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 10 | Elect
Anne Mulcahy | Mgmt | Voted | For | For
93.32% Against 5.77% Abstain 0.91% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 11 | Elect
Mark A. Weinberger | Mgmt | Voted | For | For
98.28% Against 0.78% Abstain 0.94% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 12 | Elect
Nadja Y. West | Mgmt | Voted | For | For
98.58% Against 0.5% Abstain 0.92% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.62% Against 6.77% Abstain 0.61% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.13% 2 yr 0.27% 3 yr 1.21% Abstain 0.39% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
94.29% Against 5.46% Abstain 0.25% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 16 | Shareholder
Proposal Regarding Adoption of Mandatory Arbitration Bylaw | ShrHoldr | Voted | Against | For
1.07% Against 9.98% Abstain 88.95% Withheld 0% | Against |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 17 | Shareholder
Proposal Regarding Report on Access to COVID-19 Products | ShrHoldr | Voted | Against | For
31.3% Against 67.25% Abstain 1.45% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 18 | Shareholder
Proposal Prohibiting Adjustments for Legal and Compliance Costs | ShrHoldr | Voted | Against | For
30.8% Against 36.6% Abstain 32.6% Withheld 0% | For |
| Johnson
& Johnson | JNJ | 478160104 | 4/27/2023 | 19 | Shareholder
Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Voted | Against | For
14.18% Against 84.12% Abstain 1.7% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 1 | Elect
Linda B. Bammann | Mgmt | Voted | For | For
96.62% Against 3.07% Abstain 0.31% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 2 | Elect
Stephen B. Burke | Mgmt | Voted | For | For
91.01% Against 8.65% Abstain 0.34% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 3 | Elect
Todd A. Combs | Mgmt | Voted | For | For
94.84% Against 4.83% Abstain 0.33% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 4 | Elect
James S. Crown | Mgmt | Voted | For | For
96.61% Against 3.05% Abstain 0.34% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 5 | Elect
Alicia Boler Davis | Mgmt | Voted | For | For
99.16% Against 0.53% Abstain 0.31% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 6 | Elect
James Dimon | Mgmt | Voted | For | For
92.93% Against 6.55% Abstain 0.52% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 7 | Elect
Timothy P. Flynn | Mgmt | Voted | For | For
91.67% Against 7.84% Abstain 0.49% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 8 | Elect
Alex Gorsky | Mgmt | Voted | For | For
98.59% Against 1.06% Abstain 0.35% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 9 | Elect
Mellody Hobson | Mgmt | Voted | For | For
94.34% Against 5.34% Abstain 0.32% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 10 | Elect
Michael A. Neal | Mgmt | Voted | For | For
97.37% Against 2.3% Abstain 0.33% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 11 | Elect
Phebe N. Novakovic | Mgmt | Voted | For | For
97.75% Against 1.93% Abstain 0.32% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 12 | Elect
Virginia M. Rometty | Mgmt | Voted | For | For
95.51% Against 4.17% Abstain 0.32% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
89.44% Against 9.82% Abstain 0.74% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 96.89% 2 yr 0.27% 3 yr 2.48% Abstain 0.36% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
94.31% Against 5.39% Abstain 0.3% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 16 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
37.54% Against 61.95% Abstain 0.51% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 17 | Shareholder
Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Voted | Against | For
8.1% Against 89.82% Abstain 2.08% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 18 | Shareholder
Proposal Regarding Revision of Committee Charter to Include Oversight of Animal Welfare | ShrHoldr | Voted | Against | For
3.36% Against 94.54% Abstain 2.1% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 19 | Shareholder
Proposal Regarding Right to Call Special Meetings by Beneficial Owners | ShrHoldr | Voted | Against | For
34.85% Against 64.21% Abstain 0.94% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 20 | Shareholder
Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Voted | Against | For
34.79% Against 63.56% Abstain 1.65% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 21 | Shareholder
Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Voted | Against | For
2.29% Against 95.96% Abstain 1.75% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 22 | Shareholder
Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Voted | Against | For
31.61% Against 66.74% Abstain 1.65% Withheld 0% | For |
| JPMorgan
Chase & Co. | JPM | 46625H100 | 5/16/2023 | 23 | Shareholder
Proposal Regarding Absolute GHG Reduction Targets | ShrHoldr | Voted | Against | For
12.44% Against 86% Abstain 1.56% Withheld 0% | For |
| Kayne
Anderson NextGen Energy & Infrastructure Inc | KMF | 48661E108 | 4/4/2023 | 1 | Elect
William R. Cordes | Mgmt | Voted | For | For
67% Against 32.36% Abstain 0.64% Withheld 0% | For |
| Kayne
Anderson NextGen Energy & Infrastructure Inc | KMF | 48661E108 | 4/4/2023 | 2 | Elect
Barry R. Pearl | Mgmt | Voted | For | For
66.97% Against 32.4% Abstain 0.63% Withheld 0% | For |
| Kayne
Anderson NextGen Energy & Infrastructure Inc | KMF | 48661E108 | 4/4/2023 | 3 | Elect
Carita S. Walker | Mgmt | Voted | For | For
66.64% Against 32.73% Abstain 0.63% Withheld 0% | For |
| Kayne
Anderson NextGen Energy & Infrastructure Inc | KMF | 48661E108 | 4/4/2023 | 4 | Ratification
of Auditor | Mgmt | Voted | For | For
89.29% Against 9.25% Abstain 1.46% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 1 | Elect
Richard D. Kinder | Mgmt | Voted | For | For
92.22% Against 7.64% Abstain 0.14% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 2 | Elect
Steven J. Kean | Mgmt | Voted | For | For
94.39% Against 5.41% Abstain 0.2% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 3 | Elect
Kimberly A. Dang | Mgmt | Voted | For | For
93.21% Against 6.63% Abstain 0.16% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 4 | Elect
Ted A. Gardner | Mgmt | Voted | For | For
68.5% Against 31.31% Abstain 0.19% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 5 | Elect
Anthony W. Hall, Jr. | Mgmt | Voted | For | For
91.92% Against 7.87% Abstain 0.21% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 6 | Elect
Gary L. Hultquist | Mgmt | Voted | For | For
93.27% Against 6.56% Abstain 0.17% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 7 | Elect
Ronald L. Kuehn, Jr. | Mgmt | Voted | For | For
81.75% Against 18.03% Abstain 0.22% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 8 | Elect
Deborah A. Macdonald | Mgmt | Voted | For | For
92.28% Against 7.56% Abstain 0.16% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 9 | Elect
Michael C. Morgan | Mgmt | Voted | For | For
91.95% Against 7.89% Abstain 0.16% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 10 | Elect
Arthur C. Reichstetter | Mgmt | Voted | For | For
93.53% Against 6.3% Abstain 0.17% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 11 | Elect
C. Park Shaper | Mgmt | Voted | For | For
93.46% Against 6.37% Abstain 0.17% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 12 | Elect
William A. Smith | Mgmt | Voted | For | For
93.62% Against 6.21% Abstain 0.17% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 13 | Elect
Joel V. Staff | Mgmt | Voted | For | For
92.84% Against 6.98% Abstain 0.18% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 14 | Elect
Robert F. Vagt | Mgmt | Voted | For | For
70.55% Against 29.27% Abstain 0.18% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 15 | Amendment
Limiting the Liability of Certain Officers | Mgmt | Voted | For | For
88.84% Against 10.84% Abstain 0.32% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 16 | Ratification
of Auditor | Mgmt | Voted | For | For
96.79% Against 3.01% Abstain 0.2% Withheld 0% | For |
| Kinder
Morgan Inc | KMI | 49456B101 | 5/10/2023 | 17 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.64% Against 5.88% Abstain 0.48% Withheld 0% | For |
| Lam
Research Corp. | LRCX | 512807108 | 11/8/2022 | 1 | Elect
Sohail U. Ahmed | Mgmt | Voted | For | For
99.46% Against 0.46% Abstain 0.08% Withheld 0% | For |
| Lam
Research Corp. | LRCX | 512807108 | 11/8/2022 | 2 | Elect
Timothy M. Archer | Mgmt | Voted | For | For
99.44% Against 0.49% Abstain 0.07% Withheld 0% | For |
| Lam
Research Corp. | LRCX | 512807108 | 11/8/2022 | 3 | Elect
Eric K. Brandt | Mgmt | Voted | For | For
89.61% Against 10.14% Abstain 0.25% Withheld 0% | For |
| Lam
Research Corp. | LRCX | 512807108 | 11/8/2022 | 4 | Elect
Michael R. Cannon | Mgmt | Voted | For | For
96.8% Against 2.95% Abstain 0.25% Withheld 0% | For |
| Lam
Research Corp. | LRCX | 512807108 | 11/8/2022 | 5 | Elect
Bethany J. Mayer | Mgmt | Voted | For | For
98.82% Against 1.1% Abstain 0.08% Withheld 0% | For |
| Lam
Research Corp. | LRCX | 512807108 | 11/8/2022 | 6 | Elect
Jyoti K. Mehra | Mgmt | Voted | For | For
99.64% Against 0.27% Abstain 0.09% Withheld 0% | For |
| Lam
Research Corp. | LRCX | 512807108 | 11/8/2022 | 7 | Elect
Abhijit Y. Talwalkar | Mgmt | Voted | For | For
89.64% Against 9.63% Abstain 0.73% Withheld 0% | For |
| Lam
Research Corp. | LRCX | 512807108 | 11/8/2022 | 8 | Elect
Rick Lih-Shyng TSAI | Mgmt | Voted | For | For
99.56% Against 0.35% Abstain 0.09% Withheld 0% | For |
| Lam
Research Corp. | LRCX | 512807108 | 11/8/2022 | 9 | Elect
Leslie F. Varon | Mgmt | Voted | For | For
98.27% Against 1.65% Abstain 0.08% Withheld 0% | For |
| Lam
Research Corp. | LRCX | 512807108 | 11/8/2022 | 10 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
95% Against 4.83% Abstain 0.17% Withheld 0% | For |
| Lam
Research Corp. | LRCX | 512807108 | 11/8/2022 | 11 | Ratification
of Auditor | Mgmt | Voted | For | For
95.38% Against 4.51% Abstain 0.11% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 1 | Elect
William G. Kaelin, Jr. | Mgmt | Voted | For | For
98.03% Against 1.84% Abstain 0.13% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 2 | Elect
David A. Ricks | Mgmt | Voted | For | For
95.62% Against 4.04% Abstain 0.34% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 3 | Elect
Marschall S. Runge | Mgmt | Voted | For | For
99.49% Against 0.38% Abstain 0.13% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 4 | Elect
Karen Walker | Mgmt | Voted | For | For
97.13% Against 2.73% Abstain 0.14% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 5 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
95.59% Against 4.18% Abstain 0.23% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 6 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.74% 2 yr 0.12% 3 yr 0.99% Abstain 0.15% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 7 | Ratification
of Auditor | Mgmt | Voted | For | For
96.08% Against 3.82% Abstain 0.1% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 8 | Repeal
of Classified Board | Mgmt | Voted | For | For
85.83% Against 14% Abstain 0.17% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 9 | Elimination
of Supermajority Requirements | Mgmt | Voted | For | For
85.28% Against 14.55% Abstain 0.17% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 10 | Shareholder
Proposal Regarding Lobbying Report | ShrHoldr | Voted | Against | For
31.21% Against 68.2% Abstain 0.59% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 11 | Shareholder
Proposal Regarding Simple Majority Vote | ShrHoldr | Voted | Against | For
40.57% Against 59.15% Abstain 0.28% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 12 | Shareholder
Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Voted | Against | For
10.28% Against 88.86% Abstain 0.86% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 13 | Shareholder
Proposal Regarding Report on Company Response to State Policies Regulating Abortion | ShrHoldr | Voted | Against | For
1.87% Against 96.77% Abstain 1.36% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 14 | Shareholder
Proposal Regarding Lobbying Activities and Values Congruency | ShrHoldr | Voted | Against | For
22.29% Against 76.86% Abstain 0.85% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 15 | Shareholder
Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Voted | Against | For
26.95% Against 72.41% Abstain 0.64% Withheld 0% | For |
| Lilly(Eli)
& Co | LLY | 532457108 | 5/1/2023 | 16 | Shareholder
Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Voted | Against | For
4.08% Against 95.18% Abstain 0.74% Withheld 0% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 1 | Elect
Stephen F. Angel | Mgmt | Voted | For | For
93.4% Against 6.46% Abstain 0% Withheld 0.14% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 2 | Elect
Sanjiv Lamba | Mgmt | Voted | For | For
98.9% Against 0.95% Abstain 0% Withheld 0.15% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 3 | Elect
Ann-Kristin Achleitner | Mgmt | Voted | For | For
98.32% Against 1.2% Abstain 0% Withheld 0.48% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 4 | Elect
Thomas Enders | Mgmt | Voted | For | For
98.61% Against 1.27% Abstain 0% Withheld 0.12% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 5 | Elect
Edward G. Galante | Mgmt | Voted | For | For
85.4% Against 14.43% Abstain 0% Withheld 0.17% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 6 | Elect
Joe Kaeser | Mgmt | Voted | For | For
92.13% Against 7.12% Abstain 0% Withheld 0.75% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 7 | Elect
Victoria Ossadnik | Mgmt | Voted | For | For
93.48% Against 6.35% Abstain 0% Withheld 0.17% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 8 | Elect
Martin H. Richenhagen | Mgmt | Voted | For | For
93.34% Against 6.53% Abstain 0% Withheld 0.13% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 9 | Elect
Alberto Weisser | Mgmt | Voted | For | For
99.17% Against 0.7% Abstain 0% Withheld 0.13% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 10 | Elect
Robert L. Wood | Mgmt | Voted | For | For
97.17% Against 2.7% Abstain 0% Withheld 0.13% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 11 | Ratification
of Auditor | Mgmt | Voted | For | For
92.1% Against 7.77% Abstain 0.13% Withheld 0% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 12 | Authority
to Set Auditor's Fees | Mgmt | Voted | For | For
96.53% Against 3.3% Abstain 0.17% Withheld 0% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
83.65% Against 16.15% Abstain 0.2% Withheld 0% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 14 | Remuneration
Report | Mgmt | Voted | For | For
83.9% Against 15.62% Abstain 0.48% Withheld 0% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 15 | Determination
of Price Range for Re-allotment of Treasury Shares | Mgmt | Voted | For | For
99.54% Against 0.28% Abstain 0.18% Withheld 0% | For |
| Linde
Plc | LIN | G5494J103 | 7/25/2022 | 16 | Shareholder
Proposal Regarding Simple Majority Vote | ShrHoldr | Voted | Against | For
52.32% Against 47.35% Abstain 0.33% Withheld 0% | Against |
| Linde
Plc | LIN | G5494J103 | 1/18/2023 | 1 | Approval
of Scheme of Arrangement | Mgmt | Voted | For | For
93.28% Against 6.38% Abstain 0.34% Withheld 0% | For |
| Linde
Plc | LIN | G5494J103 | 1/18/2023 | 2 | Amendments
to Articles | Mgmt | Voted | For | For
93.28% Against 6.37% Abstain 0.35% Withheld 0% | For |
| Linde
Plc | LIN | G5494J103 | 1/18/2023 | 3 | Dissolution
Merger | Mgmt | Voted | For | For
93.29% Against 6.37% Abstain 0.34% Withheld 0% | For |
| Linde
Plc | LIN | G5494J111 | 1/18/2023 | 1 | Approval
of Scheme of Arrangement | Mgmt | Voted | For | For
93.28% Against 6.38% Abstain 0.34% Withheld 0% | For |
| LMP
Capital and Income Fund Inc | SCD | 50208A102 | 4/14/2023 | 1 | Elect
Robert D. Agdern | Mgmt | Voted | For | For
89.68% Against 7.76% Abstain 2.56% Withheld 0% | For |
| LMP
Capital and Income Fund Inc | SCD | 50208A102 | 4/14/2023 | 2 | Elect
Eileen A. Kamerick | Mgmt | Voted | For | For
90.27% Against 7.21% Abstain 2.52% Withheld 0% | For |
| LMP
Capital and Income Fund Inc | SCD | 50208A102 | 4/14/2023 | 3 | Ratification
of Auditor | Mgmt | Voted | For | For
97.16% Against 1.04% Abstain 1.8% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 1 | Elect
Daniel F. Akerson | Mgmt | Voted | For | For
91.41% Against 6.61% Abstain 1.98% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 2 | Elect
David B. Burritt | Mgmt | Voted | For | For
93.8% Against 4.14% Abstain 2.06% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 3 | Elect
Bruce A. Carlson | Mgmt | Voted | For | For
94.55% Against 3.45% Abstain 2% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 4 | Elect
John Donovan | Mgmt | Voted | For | For
95.36% Against 2.59% Abstain 2.05% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 5 | Elect
Joseph Dunford Jr. | Mgmt | Voted | For | For
95.6% Against 2.43% Abstain 1.97% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 6 | Elect
James O. Ellis, Jr. | Mgmt | Voted | For | For
94.36% Against 3.62% Abstain 2.02% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 7 | Elect
Thomas J. Falk | Mgmt | Voted | For | For
94.03% Against 3.86% Abstain 2.11% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 8 | Elect
Ilene S. Gordon | Mgmt | Voted | For | For
95.66% Against 2.32% Abstain 2.02% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 9 | Elect
Vicki A. Hollub | Mgmt | Voted | For | For
95.11% Against 2.87% Abstain 2.02% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 10 | Elect
Jeh C. Johnson | Mgmt | Voted | For | For
95.03% Against 2.95% Abstain 2.02% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 11 | Elect
Debra L. Reed-Klages | Mgmt | Voted | For | For
95.09% Against 2.94% Abstain 1.97% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 12 | Elect
James D. Taiclet | Mgmt | Voted | For | For
95.27% Against 2.94% Abstain 1.79% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 13 | Elect
Patricia E. Yarrington | Mgmt | Voted | For | For
95.89% Against 2.15% Abstain 1.96% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.88% Against 6.2% Abstain 1.92% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 95.56% 2 yr 1.2% 3 yr 2.22% Abstain 1.02% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 16 | Ratification
of Auditor | Mgmt | Voted | For | For
95.86% Against 2.97% Abstain 1.17% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 17 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
28.26% Against 69.98% Abstain 1.76% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 18 | Shareholder
Proposal Regarding Report on Human Rights Impact Assessments | ShrHoldr | Voted | Against | For
13.68% Against 84.03% Abstain 2.29% Withheld 0% | For |
| Lockheed
Martin Corp. | LMT | 539830109 | 4/27/2023 | 19 | Shareholder
Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | ShrHoldr | Voted | Against | For
33.07% Against 60.27% Abstain 6.66% Withheld 0% | For |
| Lowes Cos., Inc. | LOW | 548661107 | 5/26/2023 | 1 | Elect Raul Alvarez | Mgmt | Voted | For | For 94.58% Against 0% Abstain 0% Withheld 5.42% | For | | Lowes
Cos., Inc. | LOW | 548661107 | 5/26/2023 | 2 | Elect
David H. Batchelder | Mgmt | Voted | For | For
97.94% Against 0% Abstain 0% Withheld 2.06% | For |
| Lowes Cos., Inc. | LOW | 548661107 | 5/26/2023 | 3 | Elect Scott H. Baxter | Mgmt | Voted | For | For 98.72% Against 0% Abstain 0% Withheld 1.28% | For | | Lowes
Cos., Inc. | LOW | 548661107 | 5/26/2023 | 4 | Elect
Sandra B. Cochran | Mgmt | Voted | For | For
99.09% Against 0% Abstain 0% Withheld 0.91% | For |
| Lowes Cos., Inc. | LOW | 548661107 | 5/26/2023 | 5 | Elect Laurie Z. Douglas | Mgmt | Voted | For | For 98.74% Against 0% Abstain 0% Withheld 1.26% | For | | Lowes
Cos., Inc. | LOW | 548661107 | 5/26/2023 | 6 | Elect
Richard W. Dreiling | Mgmt | Voted | For | For
96.93% Against 0% Abstain 0% Withheld 3.07% | For |
| Lowes Cos., Inc. | LOW | 548661107 | 5/26/2023 | 7 | Elect Marvin R. Ellison | Mgmt | Voted | For | For 94.04% Against 0% Abstain 0% Withheld 5.96% | For | | Lowes
Cos., Inc. | LOW | 548661107 | 5/26/2023 | 8 | Elect
Daniel J. Heinrich | Mgmt | Voted | For | For
98.56% Against 0% Abstain 0% Withheld 1.44% | For |
| Lowes Cos., Inc. | LOW | 548661107 | 5/26/2023 | 9 | Elect Brian C. Rogers | Mgmt | Voted | For | For 97.72% Against 0% Abstain 0% Withheld 2.28% | For | | Lowes
Cos., Inc. | LOW | 548661107 | 5/26/2023 | 10 | Elect
Bertram L. Scott | Mgmt | Voted | For | For
96.81% Against 0% Abstain 0% Withheld 3.19% | For |
| Lowes Cos., Inc. | LOW | 548661107 | 5/26/2023 | 11 | Elect Colleen Taylor | Mgmt | Voted | For | For 99.15% Against 0% Abstain 0% Withheld 0.85% | For | | Lowes
Cos., Inc. | LOW | 548661107 | 5/26/2023 | 12 | Elect
Mary Elizabeth West | Mgmt | Voted | For | For
99.17% Against 0% Abstain 0% Withheld 0.83% | For |
| Lowes Cos., Inc. | LOW | 548661107 | 5/26/2023 | 13 | Advisory Vote on Executive Compensation | Mgmt | Voted | For | For 91.71% Against 7.92% Abstain 0.37% Withheld 0% | For | | Lowes
Cos., Inc. | LOW | 548661107 | 5/26/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.22% 2 yr 0.26% 3 yr 1.32% Abstain 0.2% | For |
| Lowes Cos., Inc. | LOW | 548661107 | 5/26/2023 | 15 | Ratification of Auditor | Mgmt | Voted | For | For 95.04% Against 4.83% Abstain 0.13% Withheld 0% | For | | Lowes
Cos., Inc. | LOW | 548661107 | 5/26/2023 | 16 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
22.86% Against 72.92% Abstain 4.22% Withheld 0% | For |
| Macquarie
Global Infrastructure Total Return Fund Inc | MGU | 55608D101 | 8/10/2022 | 1 | Elect
Thomas W. Hunersen | Mgmt | Voted | For | For
39.52% Against 0% Abstain 0% Withheld 60.48% | Against |
| Macquarie
Global Infrastructure Total Return Fund Inc | MGU | 55608D101 | 11/9/2022 | 1 | Reorganization
of the Macquarie Global Infrastructure Total Return Fund | Mgmt | Voted | For | For
90.67% Against 7.34% Abstain 1.99% Withheld 0% | For |
| Marathon
Petroleum Corp | MPC | 56585A102 | 4/26/2023 | 1 | Elect
J. Michael Stice | Mgmt | Voted | For | For
88.28% Against 2.73% Abstain 8.99% Withheld 0% | For |
| Marathon
Petroleum Corp | MPC | 56585A102 | 4/26/2023 | 2 | Elect
John P. Surma | Mgmt | Voted | For | For
86.97% Against 2.61% Abstain 10.42% Withheld 0% | For |
| Marathon
Petroleum Corp | MPC | 56585A102 | 4/26/2023 | 3 | Elect
Susan Tomasky | Mgmt | Voted | For | For
91.66% Against 1.27% Abstain 7.07% Withheld 0% | For |
| Marathon
Petroleum Corp | MPC | 56585A102 | 4/26/2023 | 4 | Elect
Toni Townes-Whitley | Mgmt | Voted | For | For
93.83% Against 0.55% Abstain 5.62% Withheld 0% | For |
| Marathon
Petroleum Corp | MPC | 56585A102 | 4/26/2023 | 5 | Ratification
of Auditor | Mgmt | Voted | For | For
98.02% Against 1.61% Abstain 0.37% Withheld 0% | For |
| Marathon
Petroleum Corp | MPC | 56585A102 | 4/26/2023 | 6 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.71% Against 7.73% Abstain 0.56% Withheld 0% | For |
| Marathon
Petroleum Corp | MPC | 56585A102 | 4/26/2023 | 7 | Repeal
of Classified Board | Mgmt | Voted | For | For
98.88% Against 0.73% Abstain 0.39% Withheld 0% | For |
| Marathon
Petroleum Corp | MPC | 56585A102 | 4/26/2023 | 8 | Elimination
of Supermajority Requirement | Mgmt | Voted | For | For
98.59% Against 1.06% Abstain 0.35% Withheld 0% | For |
| Marathon
Petroleum Corp | MPC | 56585A102 | 4/26/2023 | 9 | Change
in Maximum Board Size | Mgmt | Voted | For | For
96.29% Against 3.07% Abstain 0.64% Withheld 0% | For |
| Marathon
Petroleum Corp | MPC | 56585A102 | 4/26/2023 | 10 | Shareholder
Proposal Regarding Simple Majority Vote | ShrHoldr | Voted | Against | For
51.45% Against 47.96% Abstain 0.59% Withheld 0% | Against |
| Marathon
Petroleum Corp | MPC | 56585A102 | 4/26/2023 | 11 | Shareholder
Proposal Regarding Amendment to Clawback Policy | ShrHoldr | Voted | Against | For
44.93% Against 54.53% Abstain 0.54% Withheld 0% | For |
| Marathon
Petroleum Corp | MPC | 56585A102 | 4/26/2023 | 12 | Shareholder
Proposal Regarding Just Transition Reporting | ShrHoldr | Voted | Against | For
16.03% Against 81.47% Abstain 2.5% Withheld 0% | For |
| Marathon
Petroleum Corp | MPC | 56585A102 | 4/26/2023 | 13 | Shareholder
Proposal Regarding Audited Report on Asset Retirement Obligations | ShrHoldr | Voted | Against | For
22.58% Against 76.65% Abstain 0.77% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 1 | Elect
Anthony G. Capuano | Mgmt | Voted | For | For
99.28% Against 0.55% Abstain 0.17% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 2 | Elect
Isabella D. Goren | Mgmt | Voted | For | For
99.26% Against 0.55% Abstain 0.19% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 3 | Elect
Deborah Marriott Harrison | Mgmt | Voted | For | For
96.72% Against 3.12% Abstain 0.16% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 4 | Elect
Frederick A. Henderson | Mgmt | Voted | For | For
96.27% Against 3.52% Abstain 0.21% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 5 | Elect
Eric Hippeau | Mgmt | Voted | For | For
95.86% Against 3.93% Abstain 0.21% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 6 | Elect
Lauren R. Hobart | Mgmt | Voted | For | For
99.59% Against 0.22% Abstain 0.19% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 7 | Elect
Debra L. Lee | Mgmt | Voted | For | For
97.5% Against 2.29% Abstain 0.21% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 8 | Elect
Aylwin B. Lewis | Mgmt | Voted | For | For
98.48% Against 1.32% Abstain 0.2% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 9 | Elect
David S. Marriott | Mgmt | Voted | For | For
96.24% Against 3.6% Abstain 0.16% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 10 | Elect
Margaret M. McCarthy | Mgmt | Voted | For | For
98.96% Against 0.85% Abstain 0.19% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 11 | Elect
Grant F. Reid | Mgmt | Voted | For | For
99.57% Against 0.21% Abstain 0.22% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 12 | Elect
Horacio D. Rozanski | Mgmt | Voted | For | For
98.92% Against 0.87% Abstain 0.21% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 13 | Elect
Susan C. Schwab | Mgmt | Voted | For | For
98.92% Against 0.89% Abstain 0.19% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
97.11% Against 2.73% Abstain 0.16% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 15 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
95.66% Against 3.98% Abstain 0.36% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 16 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.45% 2 yr 0.3% 3 yr 1.01% Abstain 0.24% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 17 | Approval
of the 2023 Stock and Cash Incentive Plan | Mgmt | Voted | For | For
91.31% Against 8.44% Abstain 0.25% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 18 | Shareholder
Proposal Regarding Transparency Report on Congruency of Partnerships with Globalist Organizations | ShrHoldr | Voted | Against | For
1.41% Against 97.87% Abstain 0.72% Withheld 0% | For |
| Marriott
International, Inc. | MAR | 571903202 | 5/12/2023 | 19 | Shareholder
Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Voted | Against | For
23.1% Against 73.71% Abstain 3.19% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 1 | Elect
Merit E. Janow | Mgmt | Voted | For | For
98.04% Against 1.88% Abstain 0.08% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 2 | Elect
Candido Botelho Bracher | Mgmt | Voted | For | For
99.44% Against 0.48% Abstain 0.08% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 3 | Elect
Richard K. Davis | Mgmt | Voted | For | For
98.31% Against 1.61% Abstain 0.08% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 4 | Elect
Julius Genachowski | Mgmt | Voted | For | For
96.29% Against 3.63% Abstain 0.08% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 5 | Elect
Choon Phong Goh | Mgmt | Voted | For | For
94.42% Against 5.5% Abstain 0.08% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 6 | Elect
Oki Matsumoto | Mgmt | Voted | For | For
98.57% Against 1.35% Abstain 0.08% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 7 | Elect
Michael Miebach | Mgmt | Voted | For | For
99.76% Against 0.16% Abstain 0.08% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 8 | Elect
Youngme E. Moon | Mgmt | Voted | For | For
98.7% Against 1.22% Abstain 0.08% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 9 | Elect
Rima Qureshi | Mgmt | Voted | For | For
98.15% Against 1.77% Abstain 0.08% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 10 | Elect
Gabrielle Sulzberger | Mgmt | Voted | For | For
97.95% Against 1.97% Abstain 0.08% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 11 | Elect
Harit Talwar | Mgmt | Voted | For | For
99.3% Against 0.62% Abstain 0.08% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 12 | Elect
Lance Uggla | Mgmt | Voted | For | For
98.88% Against 1.04% Abstain 0.08% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
95.37% Against 4.39% Abstain 0.24% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.02% 2 yr 0.05% 3 yr 2.85% Abstain 0.08% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 15 | Approval
of the Employee Stock Purchase Plan | Mgmt | Voted | For | For
99.63% Against 0.3% Abstain 0.07% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 16 | Ratification
of Auditor | Mgmt | Voted | For | For
95.13% Against 4.77% Abstain 0.1% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 17 | Shareholder
Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Voted | Against | For
0.61% Against 98.56% Abstain 0.83% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 18 | Shareholder
Proposal Regarding Report on Oversight of Merchant Category Codes | ShrHoldr | Voted | Against | For
9.42% Against 89.62% Abstain 0.96% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 19 | Shareholder
Proposal Regarding Lobbying Report | ShrHoldr | Voted | Against | For
27.85% Against 70.58% Abstain 1.57% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 20 | Shareholder
Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Voted | Against | For
13.4% Against 86.2% Abstain 0.4% Withheld 0% | For |
| Mastercard
Incorporated | MA | 57636Q104 | 6/27/2023 | 21 | Shareholder
Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | ShrHoldr | Voted | Against | For
0.5% Against 98.72% Abstain 0.78% Withheld 0% | For |
| McDonalds Corp | MCD | 580135101 | 5/25/2023 | 1 | Elect Anthony G. Capuano | Mgmt | Voted | For | For 99.05% Against 0.57% Abstain 0.38% Withheld 0% | For | | McDonalds
Corp | MCD | 580135101 | 5/25/2023 | 2 | Elect
Kareem Daniel | Mgmt | Voted | For | For
98.95% Against 0.67% Abstain 0.38% Withheld 0% | For |
| McDonalds Corp | MCD | 580135101 | 5/25/2023 | 3 | Elect Lloyd H. Dean | Mgmt | Voted | For | For 96.18% Against 3.44% Abstain 0.38% Withheld 0% | For | | McDonalds
Corp | MCD | 580135101 | 5/25/2023 | 4 | Elect
Catherine Engelbert | Mgmt | Voted | For | For
98.3% Against 1.34% Abstain 0.36% Withheld 0% | For |
| McDonalds Corp | MCD | 580135101 | 5/25/2023 | 5 | Elect Margaret H. Georgiadis | Mgmt | Voted | For | For 98.88% Against 0.75% Abstain 0.37% Withheld 0% | For | | McDonalds
Corp | MCD | 580135101 | 5/25/2023 | 6 | Elect
Enrique Hernandez, Jr. | Mgmt | Voted | For | For
86.84% Against 12.77% Abstain 0.39% Withheld 0% | For |
| McDonalds Corp | MCD | 580135101 | 5/25/2023 | 7 | Elect Christopher Kempczinski | Mgmt | Voted | For | For 98.91% Against 0.72% Abstain 0.37% Withheld 0% | For | | McDonalds
Corp | MCD | 580135101 | 5/25/2023 | 8 | Elect
Richard H. Lenny | Mgmt | Voted | For | For
90.7% Against 8.91% Abstain 0.39% Withheld 0% | For |
| McDonalds Corp | MCD | 580135101 | 5/25/2023 | 9 | Elect John Mulligan | Mgmt | Voted | For | For 98.66% Against 0.96% Abstain 0.38% Withheld 0% | For | | McDonalds
Corp | MCD | 580135101 | 5/25/2023 | 10 | Elect
Jennifer Taubert | Mgmt | Voted | For | For
99.04% Against 0.6% Abstain 0.36% Withheld 0% | For |
| McDonalds Corp | MCD | 580135101 | 5/25/2023 | 11 | Elect Paul S. Walsh | Mgmt | Voted | For | For 98.41% Against 1.21% Abstain 0.38% Withheld 0% | For | | McDonalds
Corp | MCD | 580135101 | 5/25/2023 | 12 | Elect
Amy Weaver | Mgmt | Voted | For | For
99.02% Against 0.61% Abstain 0.37% Withheld 0% | For |
| McDonalds Corp | MCD | 580135101 | 5/25/2023 | 13 | Elect Miles D. White | Mgmt | Voted | For | For 95.94% Against 3.67% Abstain 0.39% Withheld 0% | For | | McDonalds
Corp | MCD | 580135101 | 5/25/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.12% Against 7.37% Abstain 0.51% Withheld 0% | For |
| McDonalds Corp | MCD | 580135101 | 5/25/2023 | 15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | Voted | 1 Year | 1 yr 98.19% 2 yr 0.31% 3 yr 1.22% Abstain 0.28% | For | | McDonalds
Corp | MCD | 580135101 | 5/25/2023 | 16 | Ratification
of Auditor | Mgmt | Voted | For | For
95.12% Against 4.67% Abstain 0.21% Withheld 0% | For |
| McDonalds Corp | MCD | 580135101 | 5/25/2023 | 17 | Shareholder Proposal Regarding Policy on Use of Medically-Important Antibiotics in the Beef and Pork Supply Chain | ShrHoldr | Voted | Against | For 16.32% Against 82.02% Abstain 1.66% Withheld 0% | For | | McDonalds
Corp | MCD | 580135101 | 5/25/2023 | 18 | Shareholder
Proposal Regarding Compliance With WHO Guidelines on Medically-Important Antimicrobials in Supply Chain | ShrHoldr | Voted | Against | For
18.36% Against 79.98% Abstain 1.66% Withheld 0% | For |
| McDonalds Corp | MCD | 580135101 | 5/25/2023 | 19 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Voted | Against | For 2.97% Against 95.13% Abstain 1.9% Withheld 0% | For | | McDonalds
Corp | MCD | 580135101 | 5/25/2023 | 20 | Shareholder
Proposal Regarding Civil Rights Audit | ShrHoldr | Voted | Against | For
2.4% Against 96.19% Abstain 1.41% Withheld 0% | For |
| McDonalds Corp | MCD | 580135101 | 5/25/2023 | 21 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Voted | Against | For 49.75% Against 49.14% Abstain 1.11% Withheld 0% | Against | | McDonalds
Corp | MCD | 580135101 | 5/25/2023 | 22 | Shareholder
Proposal Regarding Transparency Report on Global Public Policy And Political Influence | ShrHoldr | Voted | Against | For
18.11% Against 80.47% Abstain 1.42% Withheld 0% | For |
| McDonalds Corp | MCD | 580135101 | 5/25/2023 | 23 | Shareholder Proposal Regarding Disclosure of Animal Welfare Indicators | ShrHoldr | Voted | Against | For 38.09% Against 60.58% Abstain 1.33% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 1 | Elect Richard H. Carmona | Mgmt | Voted | For | For 98.03% Against 1.8% Abstain 0.17% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 2 | Elect Dominic J. Caruso | Mgmt | Voted | For | For 98.23% Against 1.49% Abstain 0.28% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 3 | Elect W. Roy Dunbar | Mgmt | Voted | For | For 98.83% Against 0.91% Abstain 0.26% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 4 | Elect James H. Hinton | Mgmt | Voted | For | For 99.45% Against 0.28% Abstain 0.27% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 5 | Elect Donald R. Knauss | Mgmt | Voted | For | For 98.56% Against 1.17% Abstain 0.27% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 6 | Elect Bradley E. Lerman | Mgmt | Voted | For | For 98.55% Against 1.18% Abstain 0.27% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 7 | Elect Linda P. Mantia | Mgmt | Voted | For | For 97.25% Against 2.5% Abstain 0.25% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 8 | Elect Maria Martinez | Mgmt | Voted | For | For 96.11% Against 3.63% Abstain 0.26% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 9 | Elect Susan R. Salka | Mgmt | Voted | For | For 98.65% Against 1.08% Abstain 0.27% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 10 | Elect Brian S. Tyler | Mgmt | Voted | For | For 97.05% Against 2.66% Abstain 0.29% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 11 | Elect Kathleen Wilson-Thompson | Mgmt | Voted | For | For 99.51% Against 0.22% Abstain 0.27% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 12 | Ratification of Auditor | Mgmt | Voted | For | For 93.84% Against 5.69% Abstain 0.47% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 13 | Advisory Vote on Executive Compensation | Mgmt | Voted | For | For 89.35% Against 10.2% Abstain 0.45% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 14 | Approval of the 2022 Stock Plan | Mgmt | Voted | For | For 94.26% Against 5.34% Abstain 0.4% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 15 | Amendment to the 2000 Employee Stock Purchase Plan | Mgmt | Voted | For | For 98.87% Against 0.8% Abstain 0.33% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Voted | Against | For 36.91% Against 62.67% Abstain 0.42% Withheld 0% | For | | Mckesson Corporation | MCK | 58155Q103 | 7/22/2022 | 17 | Shareholder Proposal Regarding 10b5-1 Plans | ShrHoldr | Voted | Against | For 49.34% Against 50.25% Abstain 0.41% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 1 | Elect Douglas M. Baker, Jr. | Mgmt | Voted | For | For 97.95% Against 1.82% Abstain 0.23% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 2 | Elect Mary Ellen Coe | Mgmt | Voted | For | For 97.94% Against 1.8% Abstain 0.26% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 3 | Elect Pamela J. Craig | Mgmt | Voted | For | For 97.64% Against 2.13% Abstain 0.23% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 4 | Elect Robert M. Davis | Mgmt | Voted | For | For 90.98% Against 8.42% Abstain 0.6% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 5 | Elect Thomas H. Glocer | Mgmt | Voted | For | For 92.38% Against 7.37% Abstain 0.25% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 6 | Elect Risa Lavizzo-Mourey | Mgmt | Voted | For | For 97.18% Against 2.59% Abstain 0.23% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 7 | Elect Stephen L. Mayo | Mgmt | Voted | For | For 99.13% Against 0.6% Abstain 0.27% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 8 | Elect Paul B. Rothman | Mgmt | Voted | For | For 99.09% Against 0.64% Abstain 0.27% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 9 | Elect Patricia F. Russo | Mgmt | Voted | For | For 85.91% Against 13.85% Abstain 0.24% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 10 | Elect Christine E. Seidman | Mgmt | Voted | For | For 99.08% Against 0.65% Abstain 0.27% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 11 | Elect Inge G. Thulin | Mgmt | Voted | For | For 96.77% Against 2.96% Abstain 0.27% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 12 | Elect Kathy J. Warden | Mgmt | Voted | For | For 97.5% Against 2.23% Abstain 0.27% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 13 | Elect Peter C. Wendell | Mgmt | Voted | For | For 95.4% Against 4.35% Abstain 0.25% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 14 | Advisory Vote on Executive Compensation | Mgmt | Voted | For | For 90.78% Against 8.65% Abstain 0.57% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | Voted | 1 Year | 1 yr 98.16% 2 yr 0.21% 3 yr 1.33% Abstain 0.3% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 16 | Ratification of Auditor | Mgmt | Voted | For | For 94.04% Against 5.72% Abstain 0.24% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Voted | Against | For 3.73% Against 93.53% Abstain 2.74% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | ShrHoldr | Voted | Against | For 30.72% Against 67.62% Abstain 1.66% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Voted | Against | For 7.2% Against 91.25% Abstain 1.55% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Voted | Against | For 30.58% Against 67.76% Abstain 1.66% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | ShrHoldr | Voted | Against | For 1.16% Against 97.46% Abstain 1.38% Withheld 0% | For | | Merck & Co Inc | MRK | 58933Y105 | 5/23/2023 | 22 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For 32.31% Against 67.31% Abstain 0.38% Withheld 0% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 1 | Elect Peggy Alford | Mgmt | Voted | For | For 87.33% Against 0% Abstain 0% Withheld 12.67% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 2 | Elect Marc L. Andreessen | Mgmt | Voted | For | For 90.6% Against 0% Abstain 0% Withheld 9.4% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 3 | Elect Andrew W. Houston | Mgmt | Voted | For | For 90.86% Against 0% Abstain 0% Withheld 9.14% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 4 | Elect Nancy Killefer | Mgmt | Voted | For | For 99.08% Against 0% Abstain 0% Withheld 0.92% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 5 | Elect Robert M. Kimmitt | Mgmt | Voted | For | For 97.43% Against 0% Abstain 0% Withheld 2.57% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 6 | Elect Sheryl K. Sandberg | Mgmt | Voted | For | For 99.22% Against 0% Abstain 0% Withheld 0.78% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 7 | Elect Tracey T. Travis | Mgmt | Voted | For | For 97.05% Against 0% Abstain 0% Withheld 2.95% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 8 | Elect Tony Xu | Mgmt | Voted | For | For 91.14% Against 0% Abstain 0% Withheld 8.86% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 9 | Elect Mark Zuckerberg | Mgmt | Voted | For | For 91.93% Against 0% Abstain 0% Withheld 8.07% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 10 | Ratification of Auditor | Mgmt | Voted | For | For 98.44% Against 1.49% Abstain 0.07% Withheld 0% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 11 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Voted | Against | For 0.42% Against 99.25% Abstain 0.33% Withheld 0% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 12 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Voted | Against | For 27.94% Against 71.92% Abstain 0.14% Withheld 0% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 13 | Shareholder Proposal Regarding Human Rights Impact Assessment | ShrHoldr | Voted | Against | For 16.78% Against 81.82% Abstain 1.4% Withheld 0% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 14 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Voted | Against | For 14.52% Against 85.19% Abstain 0.29% Withheld 0% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 15 | Shareholder Proposal Regarding Report on Content Management in India | ShrHoldr | Voted | Against | For 4.54% Against 94.12% Abstain 1.34% Withheld 0% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 16 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | ShrHoldr | Voted | Against | For 9.77% Against 89.92% Abstain 0.31% Withheld 0% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 17 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Voted | Against | For 9.56% Against 89.91% Abstain 0.53% Withheld 0% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 18 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | ShrHoldr | Voted | Against | For 7.14% Against 92.52% Abstain 0.34% Withheld 0% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 19 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | ShrHoldr | Voted | Against | For 16.23% Against 83.46% Abstain 0.31% Withheld 0% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 20 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | ShrHoldr | Voted | Against | For 7.14% Against 92.59% Abstain 0.27% Withheld 0% | For | | Meta Platforms Inc | FB | 30303M102 | 5/31/2023 | 21 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | ShrHoldr | Voted | Against | For 6.63% Against 93.09% Abstain 0.28% Withheld 0% | For | | Micron Technology Inc. | MU | 595112103 | 1/12/2023 | 1 | Elect Richard M. Beyer | Mgmt | Voted | For | For 97.06% Against 2.86% Abstain 0.08% Withheld 0% | For | | Micron Technology Inc. | MU | 595112103 | 1/12/2023 | 2 | Elect Lynn A. Dugle | Mgmt | Voted | For | For 99.13% Against 0.8% Abstain 0.07% Withheld 0% | For | | Micron Technology Inc. | MU | 595112103 | 1/12/2023 | 3 | Elect Steven J. Gomo | Mgmt | Voted | For | For 97.78% Against 2.09% Abstain 0.13% Withheld 0% | For | | Micron Technology Inc. | MU | 595112103 | 1/12/2023 | 4 | Elect Linnie M. Haynesworth | Mgmt | Voted | For | For 99.03% Against 0.85% Abstain 0.12% Withheld 0% | For | | Micron Technology Inc. | MU | 595112103 | 1/12/2023 | 5 | Elect Mary Pat McCarthy | Mgmt | Voted | For | For 99.19% Against 0.74% Abstain 0.07% Withheld 0% | For | | Micron Technology Inc. | MU | 595112103 | 1/12/2023 | 6 | Elect Sanjay Mehrotra | Mgmt | Voted | For | For 99.17% Against 0.76% Abstain 0.07% Withheld 0% | For | | Micron Technology Inc. | MU | 595112103 | 1/12/2023 | 7 | Elect Robert E. Switz | Mgmt | Voted | For | For 94.91% Against 5.01% Abstain 0.08% Withheld 0% | For | | Micron Technology Inc. | MU | 595112103 | 1/12/2023 | 8 | Elect MaryAnn Wright | Mgmt | Voted | For | For 97.12% Against 2.81% Abstain 0.07% Withheld 0% | For | | Micron Technology Inc. | MU | 595112103 | 1/12/2023 | 9 | Advisory Vote on Executive Compensation | Mgmt | Voted | For | For 71.14% Against 28.68% Abstain 0.18% Withheld 0% | For | | Micron Technology Inc. | MU | 595112103 | 1/12/2023 | 10 | Amendment to the 2007 Equity Incentive Plan | Mgmt | Voted | For | For 95.56% Against 4.29% Abstain 0.15% Withheld 0% | For | | Micron Technology Inc. | MU | 595112103 | 1/12/2023 | 11 | Ratification of Auditor | Mgmt | Voted | For | For 92.33% Against 7.58% Abstain 0.09% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 1 | Elect Reid G. Hoffman | Mgmt | Voted | For | For 99.22% Against 0.64% Abstain 0.14% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 2 | Elect Hugh F. Johnston | Mgmt | Voted | For | For 97.09% Against 2.78% Abstain 0.13% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 3 | Elect Teri L. List | Mgmt | Voted | For | For 97.99% Against 1.88% Abstain 0.13% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 4 | Elect Satya Nadella | Mgmt | Voted | For | For 94.41% Against 5.16% Abstain 0.43% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 5 | Elect Sandra E. Peterson | Mgmt | Voted | For | For 97.81% Against 2.06% Abstain 0.13% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 6 | Elect Penny S. Pritzker | Mgmt | Voted | For | For 99.49% Against 0.38% Abstain 0.13% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 7 | Elect Carlos A. Rodriguez | Mgmt | Voted | For | For 99.4% Against 0.46% Abstain 0.14% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 8 | Elect Charles W. Scharf | Mgmt | Voted | For | For 98.49% Against 1.38% Abstain 0.13% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 9 | Elect John W. Stanton | Mgmt | Voted | For | For 99.36% Against 0.5% Abstain 0.14% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 10 | Elect John W. Thompson | Mgmt | Voted | For | For 98.05% Against 1.22% Abstain 0.73% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 11 | Elect Emma N. Walmsley | Mgmt | Voted | For | For 98.53% Against 1.34% Abstain 0.13% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 12 | Elect Padmasree Warrior | Mgmt | Voted | For | For 98.51% Against 1.35% Abstain 0.14% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 13 | Advisory Vote on Executive Compensation | Mgmt | Voted | For | For 88.3% Against 11.09% Abstain 0.61% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 14 | Ratification of Auditor | Mgmt | Voted | For | For 95.06% Against 4.61% Abstain 0.33% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 15 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | ShrHoldr | Voted | Against | For 1.26% Against 97.98% Abstain 0.76% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 16 | Shareholder Proposal Regarding Report on Hiring Practices | ShrHoldr | Voted | Against | For 10.8% Against 87.96% Abstain 1.24% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 17 | Shareholder Proposal Regarding Managing Climate Risk in Employee Retirement Options | ShrHoldr | Voted | Against | For 10.74% Against 85.04% Abstain 4.22% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 18 | Shareholder Proposal Regarding Report on Government Use of Technology | ShrHoldr | Voted | Against | For 20.24% Against 78.81% Abstain 0.95% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 19 | Shareholder Proposal Regarding Risks of Developing Military Weapons | ShrHoldr | Voted | Against | For 10.35% Against 87.97% Abstain 1.68% Withheld 0% | For | | Microsoft Corporation | MSFT | 594918104 | 12/13/2022 | 20 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Voted | Against | For 22.84% Against 76.56% Abstain 0.6% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 1 | Elect Lewis W.K. Booth | Mgmt | Voted | For | For 97.87% Against 1.78% Abstain 0.35% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 2 | Elect Charles E. Bunch | Mgmt | Voted | For | For 88.12% Against 11.53% Abstain 0.35% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 3 | Elect Ertharin Cousin | Mgmt | Voted | For | For 97.66% Against 2.01% Abstain 0.33% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 4 | Elect Jorge S. Mesquita | Mgmt | Voted | For | For 97.96% Against 1.7% Abstain 0.34% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 5 | Elect Anindita Mukherjee | Mgmt | Voted | For | For 98.83% Against 0.83% Abstain 0.34% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 6 | Elect Jane Hamilton Nielsen | Mgmt | Voted | For | For 99.14% Against 0.53% Abstain 0.33% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 7 | Elect Patrick T. Siewert | Mgmt | Voted | For | For 96.26% Against 3.39% Abstain 0.35% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 8 | Elect Michael A. Todman | Mgmt | Voted | For | For 96.98% Against 2.66% Abstain 0.36% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 9 | Elect Dirk Van de Put | Mgmt | Voted | For | For 92.99% Against 6.26% Abstain 0.75% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 10 | Advisory Vote on Executive Compensation | Mgmt | Voted | For | For 89.09% Against 8.68% Abstain 2.23% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | Voted | 1 Year | 1 yr 97.83% 2 yr 0.12% 3 yr 1.69% Abstain 0.36% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 12 | Ratification of Auditor | Mgmt | Voted | For | For 95.16% Against 4.55% Abstain 0.29% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For 24.57% Against 72.13% Abstain 3.3% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 14 | Shareholder Proposal Regarding Cage-Free Eggs | ShrHoldr | Voted | Against | For 8.75% Against 88.89% Abstain 2.36% Withheld 0% | For | | Mondelez International Inc. | MDLZ | 609207105 | 5/17/2023 | 15 | Shareholder Proposal Regarding Report on Child Labor in Cocoa Supply Chain | ShrHoldr | Voted | Against | For 19.45% Against 78.34% Abstain 2.21% Withheld 0% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 1 | Elect Rodney C. Sacks | Mgmt | Voted | For | For 93.75% Against 0% Abstain 0% Withheld 6.25% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 2 | Elect Hilton H. Schlosberg | Mgmt | Voted | For | For 96.86% Against 0% Abstain 0% Withheld 3.14% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 3 | Elect Mark J. Hall | Mgmt | Voted | For | For 98.97% Against 0% Abstain 0% Withheld 1.03% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 4 | Elect Ana Demel | Mgmt | Voted | For | For 96.29% Against 0% Abstain 0% Withheld 3.71% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 5 | Elect James Leonard Dinkins | Mgmt | Voted | For | For 99.4% Against 0% Abstain 0% Withheld 0.6% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 6 | Elect Gary P. Fayard | Mgmt | Voted | For | For 98.14% Against 0% Abstain 0% Withheld 1.86% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 7 | Elect Tiffany M. Hall | Mgmt | Voted | For | For 99.49% Against 0% Abstain 0% Withheld 0.51% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 8 | Elect Jeanne P. Jackson | Mgmt | Voted | For | For 98.81% Against 0% Abstain 0% Withheld 1.19% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 9 | Elect Steven G. Pizula | Mgmt | Voted | For | For 95.65% Against 0% Abstain 0% Withheld 4.35% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 10 | Elect Mark S. Vidergauz | Mgmt | Voted | For | For 94.76% Against 0% Abstain 0% Withheld 5.24% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 11 | Ratification of Auditor | Mgmt | Voted | For | For 98.63% Against 1.33% Abstain 0.04% Withheld 0% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 12 | Advisory Vote on Executive Compensation | Mgmt | Voted | For | For 94.52% Against 5.39% Abstain 0.09% Withheld 0% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | Voted | 1 Year | 1 yr 99.58% 2 yr 0.01% 3 yr 0.36% Abstain 0.05% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 14 | Increase in Authorized Common Stock | Mgmt | Voted | For | For 70.21% Against 29.69% Abstain 0.1% Withheld 0% | For | | Monster Beverage Corp | MNST | 61174X109 | 6/22/2023 | 15 | Amendment to Articles to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Mgmt | Voted | For | For 85.11% Against 14.78% Abstain 0.11% Withheld 0% | For | | Moodys
Corp. | MCO | 615369105 | 4/18/2023 | 1 | Elect
Jorge A. Bermudez | Mgmt | Voted | For | For
94.89% Against 5.07% Abstain 0.04% Withheld 0% | For |
| Moodys Corp. | MCO | 615369105 | 4/18/2023 | 2 | Elect Thérèse Esperdy | Mgmt | Voted | For | For 98.64% Against 1.31% Abstain 0.05% Withheld 0% | For | | Moodys
Corp. | MCO | 615369105 | 4/18/2023 | 3 | Elect
Robert Fauber | Mgmt | Voted | For | For
99.43% Against 0.52% Abstain 0.05% Withheld 0% | For |
| Moodys Corp. | MCO | 615369105 | 4/18/2023 | 4 | Elect Vincent A. Forlenza | Mgmt | Voted | For | For 95.84% Against 4.1% Abstain 0.06% Withheld 0% | For | | Moodys
Corp. | MCO | 615369105 | 4/18/2023 | 5 | Elect
Kathryn M. Hill | Mgmt | Voted | For | For
97.01% Against 2.94% Abstain 0.05% Withheld 0% | For |
| Moodys Corp. | MCO | 615369105 | 4/18/2023 | 6 | Elect Lloyd W. Howell, Jr. | Mgmt | Voted | For | For 97.74% Against 2.21% Abstain 0.05% Withheld 0% | For | | Moodys
Corp. | MCO | 615369105 | 4/18/2023 | 7 | Elect
Jose M. Minaya | Mgmt | Voted | For | For
99.37% Against 0.57% Abstain 0.06% Withheld 0% | For |
| Moodys Corp. | MCO | 615369105 | 4/18/2023 | 8 | Elect Leslie Seidman | Mgmt | Voted | For | For 97.1% Against 2.85% Abstain 0.05% Withheld 0% | For | | Moodys
Corp. | MCO | 615369105 | 4/18/2023 | 9 | Elect
Zig Serafin | Mgmt | Voted | For | For
98.52% Against 1.43% Abstain 0.05% Withheld 0% | For |
| Moodys Corp. | MCO | 615369105 | 4/18/2023 | 10 | Elect Bruce Van Saun | Mgmt | Voted | For | For 97.71% Against 2.24% Abstain 0.05% Withheld 0% | For | | Moodys
Corp. | MCO | 615369105 | 4/18/2023 | 11 | Amendment
to the 2001 Stock Incentive Plan | Mgmt | Voted | For | For
93.23% Against 6.36% Abstain 0.41% Withheld 0% | For |
| Moodys Corp. | MCO | 615369105 | 4/18/2023 | 12 | Ratification of Auditor | Mgmt | Voted | For | For 98.21% Against 1.77% Abstain 0.02% Withheld 0% | For | | Moodys
Corp. | MCO | 615369105 | 4/18/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.34% Against 5.95% Abstain 1.71% Withheld 0% | For |
| Moody`s
Corp. | MCO | 615369105 | 4/18/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.96% 2 yr 0.17% 3 yr 0.79% Abstain 0.08% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 1 | Elect
Alistair Darling | Mgmt | Voted | For | For
99.36% Against 0.56% Abstain 0.08% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 2 | Elect
Thomas H. Glocer | Mgmt | Voted | For | For
97.07% Against 2.85% Abstain 0.08% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 3 | Elect
James P. Gorman | Mgmt | Voted | For | For
97.07% Against 2.77% Abstain 0.16% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 4 | Elect
Robert H. Herz | Mgmt | Voted | For | For
97.09% Against 2.76% Abstain 0.15% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 5 | Elect
Erika H. James | Mgmt | Voted | For | For
97.57% Against 2.35% Abstain 0.08% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 6 | Elect
Hironori Kamezawa | Mgmt | Voted | For | For
99.42% Against 0.49% Abstain 0.09% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 7 | Elect
Shelley B. Leibowitz | Mgmt | Voted | For | For
99.47% Against 0.46% Abstain 0.07% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 8 | Elect
Stephen J. Luczo | Mgmt | Voted | For | For
98.93% Against 0.99% Abstain 0.08% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 9 | Elect
Judith A. Miscik | Mgmt | Voted | For | For
99.56% Against 0.36% Abstain 0.08% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 10 | Elect
Masato Miyachi | Mgmt | Voted | For | For
99.43% Against 0.49% Abstain 0.08% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 11 | Elect
Dennis M. Nally | Mgmt | Voted | For | For
98% Against 1.92% Abstain 0.08% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 12 | Elect
Mary L. Schapiro | Mgmt | Voted | For | For
97.58% Against 2.36% Abstain 0.06% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 13 | Elect
Perry M. Traquina | Mgmt | Voted | For | For
99.59% Against 0.32% Abstain 0.09% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 14 | Elect
Rayford Wilkins Jr. | Mgmt | Voted | For | For
94.94% Against 4.97% Abstain 0.09% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
97.5% Against 2.43% Abstain 0.07% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 16 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
96.29% Against 3.53% Abstain 0.18% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 17 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.66% 2 yr 0.12% 3 yr 1.12% Abstain 0.1% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 18 | Shareholder
Proposal Regarding Right to Call Special Meeting | ShrHoldr | Voted | Against | For
25.22% Against 74.46% Abstain 0.32% Withheld 0% | For |
| Morgan
Stanley | MS | 617446448 | 5/19/2023 | 19 | Shareholder
Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Voted | Against | For
4.76% Against 93.82% Abstain 1.42% Withheld 0% | For |
| Morgan
Stanley India Investment Fund Inc | IIF | 61745C105 | 6/22/2023 | 1 | Elect
Nancy C. Everett | Mgmt | Voted | For | For
89.7% Against 0% Abstain 0% Withheld 10.3% | For |
| Morgan
Stanley India Investment Fund Inc | IIF | 61745C105 | 6/22/2023 | 2 | Elect
Ed A. Grier | Mgmt | Voted | For | For
89.93% Against 0% Abstain 0% Withheld 10.07% | For |
| Netflix
Inc. | NFLX | 64110L106 | 6/1/2023 | 1 | Elect
Mathias Döpfner | Mgmt | Voted | For | For
82.22% Against 17.64% Abstain 0.14% Withheld 0% | For |
| Netflix
Inc. | NFLX | 64110L106 | 6/1/2023 | 2 | Elect
Reed Hastings | Mgmt | Voted | For | For
96.14% Against 3.74% Abstain 0.12% Withheld 0% | For |
| Netflix
Inc. | NFLX | 64110L106 | 6/1/2023 | 3 | Elect
Jay Hoag | Mgmt | Voted | For | For
76.59% Against 23.27% Abstain 0.14% Withheld 0% | For |
| Netflix
Inc. | NFLX | 64110L106 | 6/1/2023 | 4 | Elect
Ted Sarandos | Mgmt | Voted | For | For
97.44% Against 2.43% Abstain 0.13% Withheld 0% | For |
| Netflix
Inc. | NFLX | 64110L106 | 6/1/2023 | 5 | Ratification
of Auditor | Mgmt | Voted | For | For
98.59% Against 1.28% Abstain 0.13% Withheld 0% | For |
| Netflix
Inc. | NFLX | 64110L106 | 6/1/2023 | 6 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
28.74% Against 71.05% Abstain 0.21% Withheld 0% | Against |
| Netflix
Inc. | NFLX | 64110L106 | 6/1/2023 | 7 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.67% 2 yr 0.38% 3 yr 0.83% Abstain 0.12% | For |
| Netflix
Inc. | NFLX | 64110L106 | 6/1/2023 | 8 | Shareholder
Proposal Regarding Right to Call Special Meetings | ShrHoldr | Voted | Against | For
43.24% Against 56.47% Abstain 0.29% Withheld 0% | For |
| Netflix
Inc. | NFLX | 64110L106 | 6/1/2023 | 9 | Shareholder
Proposal Regarding Company Directors Serving on Multiple Boards | ShrHoldr | Voted | Against | For
0.33% Against 99.37% Abstain 0.3% Withheld 0% | For |
| Netflix
Inc. | NFLX | 64110L106 | 6/1/2023 | 10 | Shareholder
Proposal Regarding Report on Climate Risk in Employee Retirement Default Options | ShrHoldr | Voted | Against | For
8.35% Against 86.27% Abstain 5.38% Withheld 0% | For |
| Netflix
Inc. | NFLX | 64110L106 | 6/1/2023 | 11 | Shareholder
Proposal Regarding Policy on Freedom of Association | ShrHoldr | Voted | Against | For
35.12% Against 61.53% Abstain 3.35% Withheld 0% | For |
| Neuberger
Berman California Municipal Fund Inc | NBW | 64129H104 | 9/16/2022 | 1 | Elect
Michael J. Cosgrove | Mgmt | Voted | For | For
52.55% Against 0% Abstain 0% Withheld 47.45% | For |
| Neuberger
Berman California Municipal Fund Inc | NBW | 64129H104 | 9/16/2022 | 2 | Elect
Deborah C. McLean | Mgmt | Voted | For | For
52.58% Against 0% Abstain 0% Withheld 47.42% | For |
| Neuberger
Berman California Municipal Fund Inc | NBW | 64129H104 | 9/16/2022 | 3 | Elect
George W. Morriss | Mgmt | Voted | For | For
52.82% Against 0% Abstain 0% Withheld 47.18% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 1 | Elect
Nicole S. Arnaboldi | Mgmt | Voted | For | For
98.51% Against 1.21% Abstain 0.28% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 2 | Elect
Sherry S. Barrat | Mgmt | Voted | For | For
91% Against 8.7% Abstain 0.3% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 3 | Elect
James L. Camaren | Mgmt | Voted | For | For
94.43% Against 5.26% Abstain 0.31% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 4 | Elect
Kenneth B. Dunn | Mgmt | Voted | For | For
96.53% Against 3.16% Abstain 0.31% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 5 | Elect
Naren K. Gursahaney | Mgmt | Voted | For | For
96.64% Against 2.9% Abstain 0.46% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 6 | Elect
Kirk S. Hachigian | Mgmt | Voted | For | For
94.33% Against 5.36% Abstain 0.31% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 7 | Elect
John W. Ketchum | Mgmt | Voted | For | For
90.2% Against 9.32% Abstain 0.48% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 8 | Elect
Amy B. Lane | Mgmt | Voted | For | For
97.76% Against 1.96% Abstain 0.28% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 9 | Elect
David L. Porges | Mgmt | Voted | For | For
97.73% Against 1.96% Abstain 0.31% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 10 | Elect
Dev Stahlkopf | Mgmt | Voted | For | For
98.9% Against 0.82% Abstain 0.28% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 11 | Elect
John Arthur Stall | Mgmt | Voted | For | For
98.13% Against 1.58% Abstain 0.29% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 12 | Elect
Darryl L. Wilson | Mgmt | Voted | For | For
96.71% Against 2.99% Abstain 0.3% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
94.27% Against 5.31% Abstain 0.42% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
78.02% Against 21.13% Abstain 0.85% Withheld 0% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.43% 2 yr 0.27% 3 yr 0.93% Abstain 0.37% | For |
| NextEra
Energy Inc | NEE | 65339F101 | 5/18/2023 | 16 | Shareholder
Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | ShrHoldr | Voted | Against | For
48.41% Against 50.66% Abstain 0.93% Withheld 0% | For |
| Nike,
Inc. | NKESA | 654106103 | 9/9/2022 | 1 | Elect
Alan B. Graf, Jr. | Mgmt | Voted | For | For
92.58% Against 0% Abstain 0% Withheld 7.42% | For |
| Nike,
Inc. | NKESA | 654106103 | 9/9/2022 | 2 | Elect
Peter B. Henry | Mgmt | Voted | For | For
98.3% Against 0% Abstain 0% Withheld 1.7% | For |
| Nike,
Inc. | NKESA | 654106103 | 9/9/2022 | 3 | Elect
Michelle A. Peluso | Mgmt | Voted | For | For
87.04% Against 0% Abstain 0% Withheld 12.96% | For |
| Nike,
Inc. | NKESA | 654106103 | 9/9/2022 | 4 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
64.77% Against 35.11% Abstain 0.12% Withheld 0% | For |
| Nike,
Inc. | NKESA | 654106103 | 9/9/2022 | 5 | Ratification
of Auditor | Mgmt | Voted | For | For
95.53% Against 4.35% Abstain 0.12% Withheld 0% | For |
| Nike,
Inc. | NKESA | 654106103 | 9/9/2022 | 6 | Amendment
to the Employee Stock Purchase Plan | Mgmt | Voted | For | For
99.06% Against 0.85% Abstain 0.09% Withheld 0% | For |
| Nike,
Inc. | NKESA | 654106103 | 9/9/2022 | 7 | Shareholder
Proposal Regarding Policy to Pause Sourcing of Raw Materials from China | ShrHoldr | Voted | Against | For
6.19% Against 91.38% Abstain 2.43% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 1 | Elect
Thomas D. Bell Jr. | Mgmt | Voted | For | For
95.52% Against 4.2% Abstain 0.28% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 2 | Elect
Mitchell E. Daniels, Jr. | Mgmt | Voted | For | For
85.7% Against 13.25% Abstain 1.05% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 3 | Elect
Marcela E. Donadio | Mgmt | Voted | For | For
96.82% Against 2.76% Abstain 0.42% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 4 | Elect
John C. Huffard, Jr. | Mgmt | Voted | For | For
97.23% Against 2.52% Abstain 0.25% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 5 | Elect
Christopher T. Jones | Mgmt | Voted | For | For
92.46% Against 7.27% Abstain 0.27% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 6 | Elect
Thomas Colm Kelleher | Mgmt | Voted | For | For
98.14% Against 1.41% Abstain 0.45% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 7 | Elect
Steven F. Leer | Mgmt | Voted | For | For
92.89% Against 6.84% Abstain 0.27% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 8 | Elect
Michael D. Lockhart | Mgmt | Voted | For | For
87.37% Against 12.18% Abstain 0.45% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 9 | Elect
Amy E. Miles | Mgmt | Voted | For | For
95.1% Against 4.66% Abstain 0.24% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 10 | Elect
Claude Mongeau | Mgmt | Voted | For | For
93.75% Against 5.77% Abstain 0.48% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 11 | Elect
Jennifer F. Scanlon | Mgmt | Voted | For | For
91.43% Against 8.27% Abstain 0.3% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 12 | Elect
Alan H. Shaw | Mgmt | Voted | For | For
98.13% Against 1.41% Abstain 0.46% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 13 | Elect
John R. Thompson | Mgmt | Voted | For | For
92.46% Against 7.18% Abstain 0.36% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
95.48% Against 4.32% Abstain 0.2% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 15 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
84.05% Against 15.37% Abstain 0.58% Withheld 0% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 16 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.1% 2 yr 0.3% 3 yr 2.2% Abstain 0.4% | For |
| Norfolk
Southern Corp. | NSC | 655844108 | 5/11/2023 | 17 | Shareholder
Proposal Regarding Right to Call Special Meetings | ShrHoldr | Voted | Against | For
45.13% Against 54.23% Abstain 0.64% Withheld 0% | For |
| Nuveen
Global Equity Income Fund | JGV | 67074Y105 | 5/8/2023 | 1 | Elect
Robert L. Young | Mgmt | Voted | For | For
87.29% Against 0% Abstain 0% Withheld 12.71% | For |
| Nuveen
Global Equity Income Fund | JGV | 67074Y105 | 5/8/2023 | 2 | Elect
Amy B. R. Lancellotta | Mgmt | Voted | For | For
92.03% Against 0% Abstain 0% Withheld 7.97% | For |
| Nuveen
Global Equity Income Fund | JGV | 67074Y105 | 5/8/2023 | 3 | Elect
John K. Nelson | Mgmt | Voted | For | For
87.02% Against 0% Abstain 0% Withheld 12.98% | For |
| Nuveen
Global Equity Income Fund | JGV | 67074Y105 | 5/8/2023 | 4 | Elect
Terence J. Toth | Mgmt | Voted | For | For
91.97% Against 0% Abstain 0% Withheld 8.03% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 1 | Elect
Robert K. Burgess | Mgmt | Voted | For | For
96.58% Against 3.3% Abstain 0.12% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 2 | Elect
Tench Coxe | Mgmt | Voted | For | For
91.55% Against 8.32% Abstain 0.13% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 3 | Elect
John O. Dabiri | Mgmt | Voted | For | For
98.09% Against 1.79% Abstain 0.12% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 4 | Elect
Persis S. Drell | Mgmt | Voted | For | For
96.42% Against 3.46% Abstain 0.12% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 5 | Elect
Jen-Hsun Huang | Mgmt | Voted | For | For
97.85% Against 1.95% Abstain 0.2% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 6 | Elect
Dawn Hudson | Mgmt | Voted | For | For
96.88% Against 3% Abstain 0.12% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 7 | Elect
Harvey C. Jones | Mgmt | Voted | For | For
88.25% Against 11.63% Abstain 0.12% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 8 | Elect
Michael G. McCaffery | Mgmt | Voted | For | For
99% Against 0.87% Abstain 0.13% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 9 | Elect
Stephen C. Neal | Mgmt | Voted | For | For
89.13% Against 10.74% Abstain 0.13% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 10 | Elect
Mark L. Perry | Mgmt | Voted | For | For
89.49% Against 10.39% Abstain 0.12% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 11 | Elect
A. Brooke Seawell | Mgmt | Voted | For | For
90.76% Against 9.06% Abstain 0.18% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 12 | Elect
Aarti Shah | Mgmt | Voted | For | For
99.57% Against 0.31% Abstain 0.12% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 13 | Elect
Mark A. Stevens | Mgmt | Voted | For | For
92.79% Against 7.09% Abstain 0.12% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.49% Against 7.56% Abstain 0.95% Withheld 0% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.86% 2 yr 0.12% 3 yr 0.89% Abstain 0.13% | For |
| NVIDIA
Corp | NVDA | 67066G104 | 6/22/2023 | 16 | Ratification
of Auditor | Mgmt | Voted | For | For
98.45% Against 1.44% Abstain 0.11% Withheld 0% | For |
| NXG
Cushing Midstream Energy Fund | SCZ | 231647207 | 5/23/2023 | 1 | Elect
Brian R. Bruce | Mgmt | Voted | For | For
75.41% Against 0% Abstain 0% Withheld 24.59% | For |
| NXG
Cushing Midstream Energy Fund | SCZ | 231647207 | 5/23/2023 | 2 | Elect
Ronald P. Trout | Mgmt | Voted | For | For
75.31% Against 0% Abstain 0% Withheld 24.69% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 1 | Elect
Vicky A. Bailey | Mgmt | Voted | For | For
98.35% Against 1.55% Abstain 0.1% Withheld 0% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 2 | Elect
Andrew Gould | Mgmt | Voted | For | For
95.61% Against 4.23% Abstain 0.16% Withheld 0% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 3 | Elect
Carlos M. Gutierrez | Mgmt | Voted | For | For
97.07% Against 2.76% Abstain 0.17% Withheld 0% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 4 | Elect
Vicki A. Hollub | Mgmt | Voted | For | For
98.82% Against 1.09% Abstain 0.09% Withheld 0% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 5 | Elect
William R. Klesse | Mgmt | Voted | For | For
98.59% Against 1.31% Abstain 0.1% Withheld 0% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 6 | Elect
Jack B. Moore | Mgmt | Voted | For | For
95.52% Against 4.37% Abstain 0.11% Withheld 0% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 7 | Elect
Claire O'Neill | Mgmt | Voted | For | For
99.48% Against 0.41% Abstain 0.11% Withheld 0% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 8 | Elect
Avedick B. Poladian | Mgmt | Voted | For | For
95.87% Against 4.03% Abstain 0.1% Withheld 0% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 9 | Elect
Kenneth B. Robinson | Mgmt | Voted | For | For
99.43% Against 0.39% Abstain 0.18% Withheld 0% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 10 | Elect
Robert M. Shearer | Mgmt | Voted | For | For
98.76% Against 1.14% Abstain 0.1% Withheld 0% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 11 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.27% 2 yr 0.18% 3 yr 1.4% Abstain 0.15% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 12 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
96.79% Against 2.99% Abstain 0.22% Withheld 0% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
97.77% Against 2.12% Abstain 0.11% Withheld 0% | For |
| Occidental
Petroleum Corp. | OXY | 674599105 | 5/5/2023 | 14 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
7.72% Against 91.84% Abstain 0.44% Withheld 0% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 1 | Elect
Awo Ablo | Mgmt | Voted | For | For
99.74% Against 0% Abstain 0% Withheld 0.26% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 2 | Elect
Jeffrey S. Berg | Mgmt | Voted | For | For
77.93% Against 0% Abstain 0% Withheld 22.07% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 3 | Elect
Michael J. Boskin | Mgmt | Voted | For | For
83.26% Against 0% Abstain 0% Withheld 16.74% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 4 | Elect
Safra A. Catz | Mgmt | Voted | For | For
84% Against 0% Abstain 0% Withheld 16% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 5 | Elect
Bruce R. Chizen | Mgmt | Voted | For | For
76.87% Against 0% Abstain 0% Withheld 23.13% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 6 | Elect
George H. Conrades | Mgmt | Voted | For | For
69.46% Against 0% Abstain 0% Withheld 30.54% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 7 | Elect
Lawrence J. Ellison | Mgmt | Voted | For | For
85.4% Against 0% Abstain 0% Withheld 14.6% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 8 | Elect
Rona Fairhead | Mgmt | Voted | For | For
86.48% Against 0% Abstain 0% Withheld 13.52% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 9 | Elect
Jeffrey O. Henley | Mgmt | Voted | For | For
86.14% Against 0% Abstain 0% Withheld 13.86% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 10 | Elect
Renée J. James | Mgmt | Voted | For | For
86.93% Against 0% Abstain 0% Withheld 13.07% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 11 | Elect
Charles W. Moorman IV | Mgmt | Voted | For | For
72.72% Against 0% Abstain 0% Withheld 27.28% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 12 | Elect
Leon E. Panetta | Mgmt | Voted | For | For
70.11% Against 0% Abstain 0% Withheld 29.89% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 13 | Elect
William G. Parrett | Mgmt | Voted | For | For
80.91% Against 0% Abstain 0% Withheld 19.09% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 14 | Elect
Naomi O. Seligman | Mgmt | Voted | For | For
70.68% Against 0% Abstain 0% Withheld 29.32% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 15 | Elect
Vishal Sikka | Mgmt | Voted | For | For
86.92% Against 0% Abstain 0% Withheld 13.08% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 16 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
66.85% Against 32.95% Abstain 0.2% Withheld 0% | For |
| Oracle
Corp. | ORCL | 68389X105 | 11/16/2022 | 17 | Ratification
of Auditor | Mgmt | Voted | For | For
98.04% Against 1.83% Abstain 0.13% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 1 | Elect
Rodney C. Adkins | Mgmt | Voted | For | For
92.99% Against 6.83% Abstain 0.18% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 2 | Elect
Jonathan Christodoro | Mgmt | Voted | For | For
95.09% Against 4.72% Abstain 0.19% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 3 | Elect
John J. Donahoe II | Mgmt | Voted | For | For
92.79% Against 7.04% Abstain 0.17% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 4 | Elect
David W. Dorman | Mgmt | Voted | For | For
91.78% Against 8.03% Abstain 0.19% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 5 | Elect
Belinda J. Johnson | Mgmt | Voted | For | For
97.47% Against 2.35% Abstain 0.18% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 6 | Elect
Enrique Lores | Mgmt | Voted | For | For
97.2% Against 2.61% Abstain 0.19% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 7 | Elect
Gail J. McGovern | Mgmt | Voted | For | For
94.28% Against 5.54% Abstain 0.18% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 8 | Elect
Deborah M. Messemer | Mgmt | Voted | For | For
96.82% Against 3.01% Abstain 0.17% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 9 | Elect
David M. Moffett | Mgmt | Voted | For | For
96.09% Against 3.73% Abstain 0.18% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 10 | Elect
Ann M. Sarnoff | Mgmt | Voted | For | For
97.47% Against 2.36% Abstain 0.17% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 11 | Elect
Daniel H. Schulman | Mgmt | Voted | For | For
97.22% Against 2.57% Abstain 0.21% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 12 | Elect
Frank D. Yeary | Mgmt | Voted | For | For
97.19% Against 2.62% Abstain 0.19% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
78.01% Against 21.75% Abstain 0.24% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 14 | Amendment
to the 2015 Equity Incentive Plan | Mgmt | Voted | For | For
81.61% Against 18.15% Abstain 0.24% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
94.87% Against 4.93% Abstain 0.2% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 16 | Shareholder
Proposal Regarding Policy Against Discriminatory Exclusion in Conflict Zones | ShrHoldr | Voted | Against | For
10.99% Against 86.94% Abstain 2.07% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 17 | Shareholder
Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Voted | Against | For
14.51% Against 82.26% Abstain 3.23% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 18 | Shareholder
Proposal Regarding Transparency Reports and Account Suspensions | ShrHoldr | Voted | Against | For
1.17% Against 97.69% Abstain 1.14% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 19 | Shareholder
Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Voted | Against | For
1.03% Against 97.53% Abstain 1.44% Withheld 0% | For |
| PayPal
Holdings Inc | PYPL | 70450Y103 | 5/24/2023 | 20 | Shareholder
Proposal Regarding Majority Vote for Election of Directors | ShrHoldr | Voted | Against | For
19.94% Against 79.12% Abstain 0.94% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 1 | Elect
Segun Agbaje | Mgmt | Voted | For | For
98.53% Against 1.21% Abstain 0.26% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 2 | Elect
Jennifer Bailey | Mgmt | Voted | For | For
99.36% Against 0.41% Abstain 0.23% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 3 | Elect
Cesar Conde | Mgmt | Voted | For | For
97.59% Against 2.15% Abstain 0.26% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 4 | Elect
Ian M. Cook | Mgmt | Voted | For | For
95.14% Against 4.59% Abstain 0.27% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 5 | Elect
Edith W. Cooper | Mgmt | Voted | For | For
98.98% Against 0.78% Abstain 0.24% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 6 | Elect
Susan M. Diamond | Mgmt | Voted | For | For
99.33% Against 0.43% Abstain 0.24% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 7 | Elect
Dina Dublon | Mgmt | Voted | For | For
96.6% Against 3.15% Abstain 0.25% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 8 | Elect
Michelle D. Gass | Mgmt | Voted | For | For
98.03% Against 1.73% Abstain 0.24% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 9 | Elect
Ramon L. Laguarta | Mgmt | Voted | For | For
92.5% Against 6.77% Abstain 0.73% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 10 | Elect
Dave Lewis | Mgmt | Voted | For | For
98.66% Against 1.09% Abstain 0.25% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 11 | Elect
David C. Page | Mgmt | Voted | For | For
98.35% Against 1.4% Abstain 0.25% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 12 | Elect
Robert C. Pohlad | Mgmt | Voted | For | For
96% Against 3.74% Abstain 0.26% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 13 | Elect
Daniel L. Vasella | Mgmt | Voted | For | For
93.66% Against 6.08% Abstain 0.26% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 14 | Elect
Darren Walker | Mgmt | Voted | For | For
98.11% Against 1.63% Abstain 0.26% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 15 | Elect
Alberto Weisser | Mgmt | Voted | For | For
96.22% Against 3.52% Abstain 0.26% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 16 | Ratification
of Auditor | Mgmt | Voted | For | For
94.33% Against 5.46% Abstain 0.21% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 17 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
88.34% Against 10.79% Abstain 0.87% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 18 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.52% 2 yr 0.42% 3 yr 1.73% Abstain 0.33% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 19 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
24.59% Against 73.22% Abstain 2.19% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 20 | Shareholder
Proposal Regarding Transparency Report on Global Public Policy and Political Influence | ShrHoldr | Voted | Against | For
18.14% Against 79.83% Abstain 2.03% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 21 | Shareholder
Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Voted | Against | For
15.58% Against 81.42% Abstain 3% Withheld 0% | For |
| PepsiCo
Inc | PEP | 713448108 | 5/3/2023 | 22 | Shareholder
Proposal Regarding Congruency Report on Net-Zero Emissions Policy | ShrHoldr | Voted | Against | For
1.93% Against 95.79% Abstain 2.28% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 1 | Elect
Ronald E. Blaylock | Mgmt | Voted | For | For
97.52% Against 2.16% Abstain 0.32% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 2 | Elect
Albert Bourla | Mgmt | Voted | For | For
94.02% Against 5.37% Abstain 0.61% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 3 | Elect
Susan Desmond-Hellmann | Mgmt | Voted | For | For
98.53% Against 1.18% Abstain 0.29% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 4 | Elect
Joseph J. Echevarria | Mgmt | Voted | For | For
97.25% Against 2.43% Abstain 0.32% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 5 | Elect
Scott Gottlieb | Mgmt | Voted | For | For
98.88% Against 0.85% Abstain 0.27% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 6 | Elect
Helen H. Hobbs | Mgmt | Voted | For | For
97.41% Against 2.31% Abstain 0.28% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 7 | Elect
Susan Hockfield | Mgmt | Voted | For | For
98.94% Against 0.77% Abstain 0.29% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 8 | Elect
Dan R. Littman | Mgmt | Voted | For | For
98.32% Against 1.36% Abstain 0.32% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 9 | Elect
Shantanu Narayen | Mgmt | Voted | For | For
98.69% Against 0.99% Abstain 0.32% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 10 | Elect
Suzanne Nora Johnson | Mgmt | Voted | For | For
93.87% Against 5.84% Abstain 0.29% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 11 | Elect
James Quincey | Mgmt | Voted | For | For
97.63% Against 2.05% Abstain 0.32% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 12 | Elect
James C. Smith | Mgmt | Voted | For | For
96.75% Against 2.94% Abstain 0.31% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
95.08% Against 4.59% Abstain 0.33% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.11% Against 7.17% Abstain 0.72% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 96.93% 2 yr 0.37% 3 yr 2.29% Abstain 0.41% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 16 | Shareholder
Proposal Regarding Severance Approval Policy | ShrHoldr | Voted | Against | For
9.87% Against 89.34% Abstain 0.79% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 17 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
34.52% Against 64.9% Abstain 0.58% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 18 | Shareholder
Proposal Regarding Intellectual Property | ShrHoldr | Voted | Against | For
11.99% Against 86.08% Abstain 1.93% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 19 | Shareholder
Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Voted | Against | For
29.67% Against 68.59% Abstain 1.74% Withheld 0% | For |
| Pfizer
Inc. | PFE | 717081103 | 4/27/2023 | 20 | Shareholder
Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Voted | Against | For
13.88% Against 84.29% Abstain 1.83% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 1 | Elect
Brant (Bonin) Bough | Mgmt | Voted | For | For
99.26% Against 0.56% Abstain 0.18% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 2 | Elect
André Calantzopoulos | Mgmt | Voted | For | For
98.02% Against 1.85% Abstain 0.13% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 3 | Elect
Michel Combes | Mgmt | Voted | For | For
99.31% Against 0.52% Abstain 0.17% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 4 | Elect
Juan José Daboub | Mgmt | Voted | For | For
96.82% Against 3.02% Abstain 0.16% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 5 | Elect
Werner Geissler | Mgmt | Voted | For | For
97.15% Against 2.66% Abstain 0.19% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 6 | Elect
Lisa A. Hook | Mgmt | Voted | For | For
94.33% Against 5.53% Abstain 0.14% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 7 | Elect
Jun Makihara | Mgmt | Voted | For | For
98.51% Against 1.33% Abstain 0.16% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 8 | Elect
Kalpana Morparia | Mgmt | Voted | For | For
87.12% Against 12.73% Abstain 0.15% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 9 | Elect
Jacek Olczak | Mgmt | Voted | For | For
99.33% Against 0.53% Abstain 0.14% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 10 | Elect
Robert B. Polet | Mgmt | Voted | For | For
95.39% Against 4.45% Abstain 0.16% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 11 | Elect
Dessislava Temperley | Mgmt | Voted | For | For
98.56% Against 1.28% Abstain 0.16% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 12 | Elect
Shlomo Yanai | Mgmt | Voted | For | For
97.03% Against 2.81% Abstain 0.16% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
72.45% Against 27.12% Abstain 0.43% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.09% 2 yr 0.21% 3 yr 1.4% Abstain 0.3% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
99.04% Against 0.81% Abstain 0.15% Withheld 0% | For |
| Philip
Morris International Inc | PM | 718172109 | 5/3/2023 | 16 | Shareholder
Proposal Regarding Nicotine Levels in Tobacco Products | ShrHoldr | Voted | Against | For
3.16% Against 95.12% Abstain 1.72% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 1 | Elect
A.R. Alameddine | Mgmt | Voted | For | For
98.48% Against 1.46% Abstain 0.06% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 2 | Elect
Lori G. Billingsley | Mgmt | Voted | For | For
99.51% Against 0.42% Abstain 0.07% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 3 | Elect
Edison C. Buchanan | Mgmt | Voted | For | For
96.57% Against 3.37% Abstain 0.06% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 4 | Elect
Richard P. Dealy | Mgmt | Voted | For | For
99.21% Against 0.71% Abstain 0.08% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 5 | Elect
Maria S. Jelescu Dreyfus | Mgmt | Voted | For | For
99.33% Against 0.61% Abstain 0.06% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 6 | Elect
Matthew Gallagher | Mgmt | Voted | For | For
98.8% Against 1.14% Abstain 0.06% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 7 | Elect
Phillip A. Gobe | Mgmt | Voted | For | For
98.48% Against 1.46% Abstain 0.06% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 8 | Elect
Stacy P. Methvin | Mgmt | Voted | For | For
97.78% Against 2.12% Abstain 0.1% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 9 | Elect
Royce W. Mitchell | Mgmt | Voted | For | For
98.93% Against 1.01% Abstain 0.06% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 10 | Elect
Scott D. Sheffield | Mgmt | Voted | For | For
98.94% Against 0.99% Abstain 0.07% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 11 | Elect
J. Kenneth Thompson | Mgmt | Voted | For | For
76.84% Against 23.09% Abstain 0.07% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 12 | Elect
Phoebe A. Wood | Mgmt | Voted | For | For
95.46% Against 4.47% Abstain 0.07% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
96.48% Against 3.45% Abstain 0.07% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
97.95% Against 1.92% Abstain 0.13% Withheld 0% | For |
| Pioneer
Natural Resources Co. | PXD | 723787107 | 5/25/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.06% 2 yr 0.35% 3 yr 1.51% Abstain 0.08% | For |
| Procter
& Gamble Co. | PG | 742718109 | 10/11/2022 | 1 | Elect
B. Marc Allen | Mgmt | Voted | For | For
98.64% Against 0.98% Abstain 0.38% Withheld 0% | For |
| Procter
& Gamble Co. | PG | 742718109 | 10/11/2022 | 2 | Elect
Angela F. Braly | Mgmt | Voted | For | For
90.64% Against 8.43% Abstain 0.93% Withheld 0% | For |
| Procter
& Gamble Co. | PG | 742718109 | 10/11/2022 | 3 | Elect
Amy L. Chang | Mgmt | Voted | For | For
98.38% Against 1.3% Abstain 0.32% Withheld 0% | For |
| Procter
& Gamble Co. | PG | 742718109 | 10/11/2022 | 4 | Elect
Joseph Jimenez | Mgmt | Voted | For | For
96.18% Against 3.42% Abstain 0.4% Withheld 0% | For |
| Procter
& Gamble Co. | PG | 742718109 | 10/11/2022 | 5 | Elect
Christopher Kempczinski | Mgmt | Voted | For | For
98.44% Against 1.21% Abstain 0.35% Withheld 0% | For |
| Procter
& Gamble Co. | PG | 742718109 | 10/11/2022 | 6 | Elect
Debra L. Lee | Mgmt | Voted | For | For
97.25% Against 2.38% Abstain 0.37% Withheld 0% | For |
| Procter
& Gamble Co. | PG | 742718109 | 10/11/2022 | 7 | Elect
Terry J. Lundgren | Mgmt | Voted | For | For
98.23% Against 1.38% Abstain 0.39% Withheld 0% | For |
| Procter
& Gamble Co. | PG | 742718109 | 10/11/2022 | 8 | Elect
Christine M. McCarthy | Mgmt | Voted | For | For
98.38% Against 1.23% Abstain 0.39% Withheld 0% | For |
| Procter
& Gamble Co. | PG | 742718109 | 10/11/2022 | 9 | Elect
Jon R. Moeller | Mgmt | Voted | For | For
90.22% Against 8.53% Abstain 1.25% Withheld 0% | For |
| Procter
& Gamble Co. | PG | 742718109 | 10/11/2022 | 10 | Elect
Rajesh Subramaniam | Mgmt | Voted | For | For
98.73% Against 0.77% Abstain 0.5% Withheld 0% | For |
| Procter
& Gamble Co. | PG | 742718109 | 10/11/2022 | 11 | Elect
Patricia A. Woertz | Mgmt | Voted | For | For
89.98% Against 9.61% Abstain 0.41% Withheld 0% | For |
| Procter
& Gamble Co. | PG | 742718109 | 10/11/2022 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
94.09% Against 5.44% Abstain 0.47% Withheld 0% | For |
| Procter
& Gamble Co. | PG | 742718109 | 10/11/2022 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.49% Against 7.76% Abstain 0.75% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 1 | Elect
Danelle M. Barrett | Mgmt | Voted | For | For
99.8% Against 0.12% Abstain 0.08% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 2 | Elect
Philip F. Bleser | Mgmt | Voted | For | For
98.54% Against 1.38% Abstain 0.08% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 3 | Elect
Stuart B. Burgdoerfer | Mgmt | Voted | For | For
95.7% Against 4.22% Abstain 0.08% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 4 | Elect
Pamela J. Craig | Mgmt | Voted | For | For
99.15% Against 0.78% Abstain 0.07% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 5 | Elect
Charles A. Davis | Mgmt | Voted | For | For
97.78% Against 2.14% Abstain 0.08% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 6 | Elect
Roger N. Farah | Mgmt | Voted | For | For
92.96% Against 6.96% Abstain 0.08% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 7 | Elect
Lawton W. Fitt | Mgmt | Voted | For | For
89.8% Against 10.12% Abstain 0.08% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 8 | Elect
Susan Patricia Griffith | Mgmt | Voted | For | For
99.33% Against 0.6% Abstain 0.07% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 9 | Elect
Devin C. Johnson | Mgmt | Voted | For | For
99.47% Against 0.17% Abstain 0.36% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 10 | Elect
Jeffrey D. Kelly | Mgmt | Voted | For | For
97.97% Against 1.95% Abstain 0.08% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 11 | Elect
Barbara R. Snyder | Mgmt | Voted | For | For
98.81% Against 1.11% Abstain 0.08% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 12 | Elect
Kahina Van Dyke | Mgmt | Voted | For | For
99.46% Against 0.46% Abstain 0.08% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
94.49% Against 5.35% Abstain 0.16% Withheld 0% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 99.01% 2 yr 0.12% 3 yr 0.8% Abstain 0.07% | For |
| Progressive
Corp. | PGR | 743315103 | 5/12/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
93.82% Against 5.28% Abstain 0.9% Withheld 0% | For |
| Prologis | PLD | 74340W103 | 5/4/2023 | 1 | Elect
Hamid R. Moghadam | Mgmt | Voted | For | For
91.62% Against 5.46% Abstain 2.92% Withheld 0% | For |
| Prologis | PLD | 74340W103 | 5/4/2023 | 2 | Elect
Cristina G. Bita | Mgmt | Voted | For | For
99.23% Against 0.66% Abstain 0.11% Withheld 0% | For |
| Prologis | PLD | 74340W103 | 5/4/2023 | 3 | Elect
James B. Connor | Mgmt | Voted | For | For
96.1% Against 3.78% Abstain 0.12% Withheld 0% | For |
| Prologis | PLD | 74340W103 | 5/4/2023 | 4 | Elect
George L. Fotiades | Mgmt | Voted | For | For
85.21% Against 13.74% Abstain 1.05% Withheld 0% | For |
| Prologis | PLD | 74340W103 | 5/4/2023 | 5 | Elect
Lydia H. Kennard | Mgmt | Voted | For | For
93.15% Against 6.74% Abstain 0.11% Withheld 0% | For |
| Prologis | PLD | 74340W103 | 5/4/2023 | 6 | Elect
Irving F. Lyons, III | Mgmt | Voted | For | For
95.55% Against 4.33% Abstain 0.12% Withheld 0% | For |
| Prologis | PLD | 74340W103 | 5/4/2023 | 7 | Elect
Avid Modjtabai | Mgmt | Voted | For | For
99.24% Against 0.64% Abstain 0.12% Withheld 0% | For |
| Prologis | PLD | 74340W103 | 5/4/2023 | 8 | Elect
David P. O'Connor | Mgmt | Voted | For | For
94.84% Against 5.04% Abstain 0.12% Withheld 0% | For |
| Prologis | PLD | 74340W103 | 5/4/2023 | 9 | Elect
Olivier Piani | Mgmt | Voted | For | For
99.13% Against 0.75% Abstain 0.12% Withheld 0% | For |
| Prologis | PLD | 74340W103 | 5/4/2023 | 10 | Elect
Jeffrey L. Skelton | Mgmt | Voted | For | For
85.1% Against 13.86% Abstain 1.04% Withheld 0% | For |
| Prologis | PLD | 74340W103 | 5/4/2023 | 11 | Elect
Carl B. Webb | Mgmt | Voted | For | For
92.66% Against 6.3% Abstain 1.04% Withheld 0% | For |
| Prologis | PLD | 74340W103 | 5/4/2023 | 12 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
27.38% Against 72.38% Abstain 0.24% Withheld 0% | Against |
| Prologis | PLD | 74340W103 | 5/4/2023 | 13 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.02% 2 yr 0.02% 3 yr 1.85% Abstain 0.11% | For |
| Prologis | PLD | 74340W103 | 5/4/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
95.33% Against 4.63% Abstain 0% Withheld 0.04% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 1 | Elect
Ralph A. LaRossa | Mgmt | Voted | For | For
93.64% Against 5.77% Abstain 0.59% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 2 | Elect
Susan Tomasky | Mgmt | Voted | For | For
97.22% Against 2.57% Abstain 0.21% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 3 | Elect
Willie A. Deese | Mgmt | Voted | For | For
97.64% Against 2.13% Abstain 0.23% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 4 | Elect
Jamie M. Gentoso | Mgmt | Voted | For | For
99.33% Against 0.45% Abstain 0.22% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 5 | Elect
Barry H. Ostrowsky | Mgmt | Voted | For | For
97.62% Against 2.16% Abstain 0.22% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 6 | Elect
Valerie A. Smith | Mgmt | Voted | For | For
98.81% Against 0.96% Abstain 0.23% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 7 | Elect
Scott G. Stephenson | Mgmt | Voted | For | For
98.92% Against 0.83% Abstain 0.25% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 8 | Elect
Laura A. Sugg | Mgmt | Voted | For | For
98.88% Against 0.9% Abstain 0.22% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 9 | Elect
John P. Surma | Mgmt | Voted | For | For
95.66% Against 4.1% Abstain 0.24% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 10 | Elect
Alfred W. Zollar | Mgmt | Voted | For | For
98.11% Against 1.66% Abstain 0.23% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.8% Against 6.71% Abstain 0.49% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.2% 2 yr 0.36% 3 yr 1.11% Abstain 0.33% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 13 | Elimination
of Supermajority Requirement Regarding Business Combinations | Mgmt | Voted | For | For
98.55% Against 1.08% Abstain 0.37% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 14 | Elimination
of Supermajority Requirement to Remove Directors Without Cause | Mgmt | Voted | For | For
98.63% Against 1.02% Abstain 0.35% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 15 | Elimination
of Supermajority Requirement to Make certain Bylaw amendments | Mgmt | Voted | For | For
98.46% Against 1.17% Abstain 0.37% Withheld 0% | For |
| Public
Service Enterprise Group Inc. | PEG | 744573106 | 4/18/2023 | 16 | Ratification
of Auditor | Mgmt | Voted | For | For
95.52% Against 4.27% Abstain 0.21% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 1 | Elect
Ronald L. Havner, Jr. | Mgmt | Voted | For | For
94.79% Against 3.54% Abstain 1.67% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 2 | Elect
Tamara Hughes Gustavson | Mgmt | Voted | For | For
98.59% Against 1.23% Abstain 0.18% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 3 | Elect
Leslie Stone Heisz | Mgmt | Voted | For | For
93.22% Against 6.6% Abstain 0.18% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 4 | Elect
Shankh S. Mitra | Mgmt | Voted | For | For
99.03% Against 0.75% Abstain 0.22% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 5 | Elect
David J. Neithercut | Mgmt | Voted | For | For
98.88% Against 0.91% Abstain 0.21% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 6 | Elect
Rebecca L. Owen | Mgmt | Voted | For | For
99.24% Against 0.55% Abstain 0.21% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 7 | Elect
Kristy M. Pipes | Mgmt | Voted | For | For
96.72% Against 3.07% Abstain 0.21% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 8 | Elect
Avedick B. Poladian | Mgmt | Voted | For | For
96.69% Against 3.13% Abstain 0.18% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 9 | Elect
John Reyes | Mgmt | Voted | For | For
98.81% Against 1.01% Abstain 0.18% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 10 | Elect
Joseph D. Russell, Jr. | Mgmt | Voted | For | For
99.06% Against 0.75% Abstain 0.19% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 11 | Elect
Tariq M. Shaukat | Mgmt | Voted | For | For
98.91% Against 0.91% Abstain 0.18% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 12 | Elect
Ronald P. Spogli | Mgmt | Voted | For | For
96.33% Against 3.49% Abstain 0.18% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 13 | Elect
Paul S. Williams | Mgmt | Voted | For | For
94.95% Against 4.83% Abstain 0.22% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
97.77% Against 1.97% Abstain 0.26% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.28% 2 yr 0.06% 3 yr 2.48% Abstain 0.18% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 16 | Ratification
of Auditor | Mgmt | Voted | For | For
94.55% Against 5.4% Abstain 0.05% Withheld 0% | For |
| Public
Storage | PSAPRA | 74460D109 | 5/2/2023 | 17 | Shareholder
Proposal Regarding GHG Targets and Alignment with Paris Agreement | ShrHoldr | Voted | Against | For
34.54% Against 64.97% Abstain 0.49% Withheld 0% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 1 | Elect
Sylvia Acevedo | Mgmt | Voted | For | For
98.47% Against 0% Abstain 0.27% Withheld 1.26% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 2 | Elect
Cristiano R. Amon | Mgmt | Voted | For | For
99.42% Against 0% Abstain 0.26% Withheld 0.32% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 3 | Elect
Mark Fields | Mgmt | Voted | For | For
99.11% Against 0% Abstain 0.29% Withheld 0.6% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 4 | Elect
Jeffrey W. Henderson | Mgmt | Voted | For | For
92.3% Against 0% Abstain 0.37% Withheld 7.33% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 5 | Elect
Gregory N. Johnson | Mgmt | Voted | For | For
98.66% Against 0% Abstain 0.29% Withheld 1.05% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 6 | Elect
Ann M. Livermore | Mgmt | Voted | For | For
97.73% Against 0% Abstain 0.27% Withheld 2% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 7 | Elect
Mark D. McLaughlin | Mgmt | Voted | For | For
99.22% Against 0% Abstain 0.28% Withheld 0.5% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 8 | Elect
Jamie S. Miller | Mgmt | Voted | For | For
99.17% Against 0% Abstain 0.28% Withheld 0.55% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 9 | Elect
Irene B. Rosenfeld | Mgmt | Voted | For | For
97.7% Against 0% Abstain 0.29% Withheld 2.01% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 10 | Elect
Kornelis Smit | Mgmt | Voted | For | For
98.88% Against 0% Abstain 0.29% Withheld 0.83% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 11 | Elect
Jean-Pascal Tricoire | Mgmt | Voted | For | For
98.04% Against 0% Abstain 0.35% Withheld 1.61% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 12 | Elect
Anthony J. Vinciquerra | Mgmt | Voted | For | For
96.54% Against 0% Abstain 0.3% Withheld 3.16% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
94.99% Against 4.74% Abstain 0.27% Withheld 0% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 14 | Approval
of the 2023 Long-Term Incentive Plan | Mgmt | Voted | For | For
88.59% Against 11.03% Abstain 0.38% Withheld 0% | For |
| Qualcomm,
Inc. | QCOM | 747525103 | 3/8/2023 | 15 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
94.43% Against 4.97% Abstain 0.6% Withheld 0% | For |
| Roper
Technologies Inc | ROP | 776696106 | 6/13/2023 | 1 | Elect
Shellye L. Archambeau | Mgmt | Voted | For | For
96.75% Against 2.99% Abstain 0.26% Withheld 0% | For |
| Roper
Technologies Inc | ROP | 776696106 | 6/13/2023 | 2 | Elect
Amy W. Brinkley | Mgmt | Voted | For | For
97.62% Against 2.11% Abstain 0.27% Withheld 0% | For |
| Roper
Technologies Inc | ROP | 776696106 | 6/13/2023 | 3 | Elect
Irene M. Esteves | Mgmt | Voted | For | For
98.08% Against 1.65% Abstain 0.27% Withheld 0% | For |
| Roper
Technologies Inc | ROP | 776696106 | 6/13/2023 | 4 | Elect
L. Neil Hunn | Mgmt | Voted | For | For
98.91% Against 0.82% Abstain 0.27% Withheld 0% | For |
| Roper
Technologies Inc | ROP | 776696106 | 6/13/2023 | 5 | Elect
Robert D. Johnson | Mgmt | Voted | For | For
96.24% Against 3.49% Abstain 0.27% Withheld 0% | For |
| Roper
Technologies Inc | ROP | 776696106 | 6/13/2023 | 6 | Elect
Thomas P. Joyce, Jr. | Mgmt | Voted | For | For
98.22% Against 1.51% Abstain 0.27% Withheld 0% | For |
| Roper
Technologies Inc | ROP | 776696106 | 6/13/2023 | 7 | Elect
Laura G. Thatcher | Mgmt | Voted | For | For
97.64% Against 2.28% Abstain 0.08% Withheld 0% | For |
| Roper
Technologies Inc | ROP | 776696106 | 6/13/2023 | 8 | Elect
Richard F. Wallman | Mgmt | Voted | For | For
93.29% Against 6.64% Abstain 0.07% Withheld 0% | For |
| Roper
Technologies Inc | ROP | 776696106 | 6/13/2023 | 9 | Elect
Christopher Wright | Mgmt | Voted | For | For
95.72% Against 4.02% Abstain 0.26% Withheld 0% | For |
| Roper
Technologies Inc | ROP | 776696106 | 6/13/2023 | 10 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.23% Against 6.67% Abstain 0.1% Withheld 0% | For |
| Roper
Technologies Inc | ROP | 776696106 | 6/13/2023 | 11 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.82% 2 yr 0.13% 3 yr 0.98% Abstain 0.07% | For |
| Roper
Technologies Inc | ROP | 776696106 | 6/13/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
95.56% Against 4.33% Abstain 0.11% Withheld 0% | For |
| Roper
Technologies Inc | ROP | 776696106 | 6/13/2023 | 13 | Amendment
to Articles Regarding Officer Exculpation | Mgmt | Voted | For | For
83.18% Against 16.39% Abstain 0.43% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 1 | Elect
Tracy A. Atkinson | Mgmt | Voted | For | For
98.67% Against 1.19% Abstain 0.14% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 2 | Elect
Leanne G. Caret | Mgmt | Voted | For | For
99.52% Against 0.33% Abstain 0.15% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 3 | Elect
Bernard A. Harris, Jr. | Mgmt | Voted | For | For
98.69% Against 1.14% Abstain 0.17% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 4 | Elect
Gregory J. Hayes | Mgmt | Voted | For | For
95.29% Against 4.55% Abstain 0.16% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 5 | Elect
George R. Oliver | Mgmt | Voted | For | For
99.4% Against 0.45% Abstain 0.15% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 6 | Elect
Robert K. Ortberg | Mgmt | Voted | For | For
99.49% Against 0.36% Abstain 0.15% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 7 | Elect
Dinesh C. Paliwal | Mgmt | Voted | For | For
99.04% Against 0.79% Abstain 0.17% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 8 | Elect
Ellen M. Pawlikowski | Mgmt | Voted | For | For
99.27% Against 0.59% Abstain 0.14% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 9 | Elect
Denise L. Ramos | Mgmt | Voted | For | For
99.28% Against 0.56% Abstain 0.16% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 10 | Elect
Fredric G. Reynolds | Mgmt | Voted | For | For
98.26% Against 1.57% Abstain 0.17% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 11 | Elect
Brian C. Rogers | Mgmt | Voted | For | For
99.48% Against 0.37% Abstain 0.15% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 12 | Elect
James A. Winnefeld, Jr. | Mgmt | Voted | For | For
98.97% Against 0.88% Abstain 0.15% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 13 | Elect
Robert O. Work | Mgmt | Voted | For | For
97.1% Against 2.74% Abstain 0.16% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
95.37% Against 4.32% Abstain 0.31% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.63% 2 yr 0.18% 3 yr 1.02% Abstain 0.17% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 16 | Ratification
of Auditor | Mgmt | Voted | For | For
96.76% Against 3.12% Abstain 0.12% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 17 | Elimination
of Supermajority Requirement | Mgmt | Voted | For | For
99.1% Against 0.57% Abstain 0.33% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 18 | Amendment
to Articles to Limit Liability of Certain Officers | Mgmt | Voted | For | For
77.76% Against 21.94% Abstain 0.3% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 19 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
43.1% Against 56.57% Abstain 0.33% Withheld 0% | For |
| RTX
Corp | RTX | 75513E101 | 5/2/2023 | 20 | Shareholder
Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | ShrHoldr | Voted | Against | For
37.35% Against 61.51% Abstain 1.14% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 1 | Elect
Marco Alverà | Mgmt | Voted | For | For
98.44% Against 1.44% Abstain 0.12% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 2 | Elect
Jacques Esculier | Mgmt | Voted | For | For
99.31% Against 0.53% Abstain 0.16% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 3 | Elect
Gay Huey Evans | Mgmt | Voted | For | For
99.12% Against 0.72% Abstain 0.16% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 4 | Elect
William D. Green | Mgmt | Voted | For | For
96.49% Against 3.24% Abstain 0.27% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 5 | Elect
Stephanie C. Hill | Mgmt | Voted | For | For
98.64% Against 1.24% Abstain 0.12% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 6 | Elect
Rebecca Jacoby | Mgmt | Voted | For | For
98.58% Against 1.3% Abstain 0.12% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 7 | Elect
Robert P. Kelly | Mgmt | Voted | For | For
97.34% Against 2.54% Abstain 0.12% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 8 | Elect
Ian P. Livingston | Mgmt | Voted | For | For
99.36% Against 0.51% Abstain 0.13% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 9 | Elect
Deborah D. McWhinney | Mgmt | Voted | For | For
99.26% Against 0.62% Abstain 0.12% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 10 | Elect
Maria R. Morris | Mgmt | Voted | For | For
98.82% Against 1.06% Abstain 0.12% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 11 | Elect
Douglas L. Peterson | Mgmt | Voted | For | For
99.5% Against 0.4% Abstain 0.1% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 12 | Elect
Richard E. Thornburgh | Mgmt | Voted | For | For
97% Against 2.72% Abstain 0.28% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 13 | Elect
Gregory Washington | Mgmt | Voted | For | For
99.09% Against 0.77% Abstain 0.14% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.39% Against 6.4% Abstain 0.21% Withheld 0% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.93% 2 yr 0.16% 3 yr 0.8% Abstain 0.11% | For |
| S&P
Global Inc | SPGI | 78409V104 | 5/3/2023 | 16 | Ratification
of Auditor | Mgmt | Voted | For | For
93.78% Against 6.16% Abstain 0.06% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 1 | Elect
Marc R. Benioff | Mgmt | Voted | For | For
95.69% Against 3.97% Abstain 0.34% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 2 | Elect
Laura Alber | Mgmt | Voted | For | For
98.21% Against 1.62% Abstain 0.17% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 3 | Elect
Craig A. Conway | Mgmt | Voted | For | For
96.11% Against 3.72% Abstain 0.17% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 4 | Elect
Arnold W. Donald | Mgmt | Voted | For | For
99.24% Against 0.58% Abstain 0.18% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 5 | Elect
Parker Harris | Mgmt | Voted | For | For
98.15% Against 1.7% Abstain 0.15% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 6 | Elect
Neelie Kroes | Mgmt | Voted | For | For
97.14% Against 2.69% Abstain 0.17% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 7 | Elect
Sachin Mehra | Mgmt | Voted | For | For
99.55% Against 0.27% Abstain 0.18% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 8 | Elect
G. Mason Morfit | Mgmt | Voted | For | For
99.51% Against 0.31% Abstain 0.18% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 9 | Elect
Oscar Munoz | Mgmt | Voted | For | For
97.48% Against 2.34% Abstain 0.18% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 10 | Elect
John V. Roos | Mgmt | Voted | For | For
94.59% Against 5.23% Abstain 0.18% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 11 | Elect
Robin L. Washington | Mgmt | Voted | For | For
94.64% Against 5.19% Abstain 0.17% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 12 | Elect
Maynard G. Webb | Mgmt | Voted | For | For
97.55% Against 2.27% Abstain 0.18% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 13 | Elect
Susan D. Wojcicki | Mgmt | Voted | For | For
99.26% Against 0.57% Abstain 0.17% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 14 | Amendment
to the 2013 Equity Incentive Plan | Mgmt | Voted | For | For
90.89% Against 8.49% Abstain 0.62% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
94.97% Against 4.41% Abstain 0.62% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 16 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
81.48% Against 17.75% Abstain 0.77% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 17 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.86% 2 yr 0.16% 3 yr 0.82% Abstain 0.16% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 18 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
22.45% Against 76.91% Abstain 0.64% Withheld 0% | For |
| Salesforce
Inc | CRM | 79466L302 | 6/8/2023 | 19 | Shareholder
Proposal Regarding Company Directors Serving on Multiple Boards | ShrHoldr | Voted | Against | For
0.45% Against 99.18% Abstain 0.37% Withheld 0% | For |
| SBA
Communications Corp. | SBAC | 78410G104 | 5/25/2023 | 1 | Elect
Steven E. Bernstein | Mgmt | Voted | For | For
85.63% Against 14.28% Abstain 0.09% Withheld 0% | For |
| SBA
Communications Corp. | SBAC | 78410G104 | 5/25/2023 | 2 | Elect
Laurie Bowen | Mgmt | Voted | For | For
99.83% Against 0.11% Abstain 0.06% Withheld 0% | For |
| SBA
Communications Corp. | SBAC | 78410G104 | 5/25/2023 | 3 | Elect
Amy E. Wilson | Mgmt | Voted | For | For
99.83% Against 0.11% Abstain 0.06% Withheld 0% | For |
| SBA
Communications Corp. | SBAC | 78410G104 | 5/25/2023 | 4 | Ratification
of Auditor | Mgmt | Voted | For | For
95.42% Against 4.53% Abstain 0.05% Withheld 0% | For |
| SBA
Communications Corp. | SBAC | 78410G104 | 5/25/2023 | 5 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
95.1% Against 4.81% Abstain 0.09% Withheld 0% | For |
| SBA
Communications Corp. | SBAC | 78410G104 | 5/25/2023 | 6 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.29% 2 yr 0.11% 3 yr 2.54% Abstain 0.06% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 1 | Elect
Andrés Conesa Labastida | Mgmt | Voted | For | For
94.28% Against 5.64% Abstain 0.08% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 2 | Elect
Pablo A. Ferrero | Mgmt | Voted | For | For
98.52% Against 1.39% Abstain 0.09% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 3 | Elect
Jeffrey W. Martin | Mgmt | Voted | For | For
93.78% Against 5.9% Abstain 0.32% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 4 | Elect
Bethany J. Mayer | Mgmt | Voted | For | For
99.02% Against 0.88% Abstain 0.1% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 5 | Elect
Michael N. Mears | Mgmt | Voted | For | For
98.93% Against 0.98% Abstain 0.09% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 6 | Elect
Jack T. Taylor | Mgmt | Voted | For | For
95.08% Against 4.83% Abstain 0.09% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 7 | Elect
Cynthia L. Walker | Mgmt | Voted | For | For
99.45% Against 0.47% Abstain 0.08% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 8 | Elect
Cynthia J. Warner | Mgmt | Voted | For | For
93.85% Against 6.06% Abstain 0.09% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 9 | Elect
James C. Yardley | Mgmt | Voted | For | For
98.4% Against 1.52% Abstain 0.08% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 10 | Ratification
of Auditor | Mgmt | Voted | For | For
94.79% Against 5.12% Abstain 0.09% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
81.57% Against 17.64% Abstain 0.79% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 99.14% 2 yr 0.1% 3 yr 0.76% Abstain 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 13 | Increase
in Authorized Common Stock | Mgmt | Voted | For | For
83.23% Against 16.57% Abstain 0.2% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 14 | Company
Name Change | Mgmt | Voted | For | For
99.36% Against 0.4% Abstain 0.24% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 15 | Article
Amendments to Make Certain Technical and Administrative Changes | Mgmt | Voted | For | For
99.45% Against 0.3% Abstain 0.25% Withheld 0% | For |
| Sempra
Energy | SRE | 816851109 | 5/12/2023 | 16 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
32.28% Against 67.39% Abstain 0.33% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 1 | Elect
Peter J. Coleman | Mgmt | Voted | For | For
97.1% Against 2.8% Abstain 0.1% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 2 | Elect
Patrick de La Chevardière | Mgmt | Voted | For | For
99.23% Against 0.67% Abstain 0.1% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 3 | Elect
Miguel M. Galuccio | Mgmt | Voted | For | For
93.19% Against 6.7% Abstain 0.11% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 4 | Elect
Olivier Le Peuch | Mgmt | Voted | For | For
99.58% Against 0.34% Abstain 0.08% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 5 | Elect
Samuel Georg Friedrich Leupold | Mgmt | Voted | For | For
99.39% Against 0.51% Abstain 0.1% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 6 | Elect
Tatiana A. Mitrova | Mgmt | Voted | For | For
99.43% Against 0.49% Abstain 0.08% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 7 | Elect
Maria Moræus Hanssen | Mgmt | Voted | For | For
96.89% Against 3% Abstain 0.11% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 8 | Elect
Vanitha Narayanan | Mgmt | Voted | For | For
96.86% Against 3.04% Abstain 0.1% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 9 | Elect
Mark G. Papa | Mgmt | Voted | For | For
84.02% Against 15.88% Abstain 0.1% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 10 | Elect
Jeffrey W. Sheets | Mgmt | Voted | For | For
92.25% Against 7.64% Abstain 0.11% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 11 | Elect
Ulrich Spiesshofer | Mgmt | Voted | For | For
98.89% Against 1.04% Abstain 0.07% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.49% 2 yr 0.15% 3 yr 1.27% Abstain 0.09% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
96.28% Against 3.38% Abstain 0.34% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 14 | Accounts
and Reports; Approval of Dividend | Mgmt | Voted | For | For
99.52% Against 0.1% Abstain 0.38% Withheld 0% | For |
| SLB | SLB | 806857108 | 4/5/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
92.81% Against 7.05% Abstain 0.14% Withheld 0% | For |
| Tekla
Healthcare Investors | HQH | 87911J103 | 6/8/2023 | 1 | Elect
Jeffrey A. Bailey | Mgmt | Voted | For | For
95.81% Against 0% Abstain 0% Withheld 4.19% | For |
| Tekla
Healthcare Investors | HQH | 87911J103 | 6/8/2023 | 2 | Elect
Rakesh K. Jain | Mgmt | Voted | For | For
95.53% Against 0% Abstain 0% Withheld 4.47% | For |
| Tekla
Healthcare Investors | HQH | 87911J103 | 6/8/2023 | 3 | Ratification
of Auditor | Mgmt | Voted | For | For
97.23% Against 1.51% Abstain 1.26% Withheld 0% | For |
| Tekla
Healthcare Opportunities Fund | THQ | 879105104 | 6/8/2023 | 1 | Elect
Jeffrey A. Bailey | Mgmt | Voted | For | For
97.31% Against 0% Abstain 0% Withheld 2.69% | For |
| Tekla
Healthcare Opportunities Fund | THQ | 879105104 | 6/8/2023 | 2 | Elect
Thomas M. Kent | Mgmt | Voted | For | For
97.29% Against 0% Abstain 0% Withheld 2.71% | For |
| Tekla
Healthcare Opportunities Fund | THQ | 879105104 | 6/8/2023 | 3 | Ratification
of Auditor | Mgmt | Voted | For | For
97.91% Against 0.95% Abstain 1.14% Withheld 0% | For |
| Tekla
Life Sciences Investors | HQL | 87911K100 | 6/8/2023 | 1 | Elect
Kathleen L. Goetz | Mgmt | Voted | For | For
95.21% Against 0% Abstain 0% Withheld 4.79% | For |
| Tekla
Life Sciences Investors | HQL | 87911K100 | 6/8/2023 | 2 | Elect
William Mark Watson | Mgmt | Voted | For | For
95.07% Against 0% Abstain 0% Withheld 4.93% | For |
| Tekla
Life Sciences Investors | HQL | 87911K100 | 6/8/2023 | 3 | Ratification
of Auditor | Mgmt | Voted | For | For
96.97% Against 1.63% Abstain 1.4% Withheld 0% | For |
| Tekla
Life Sciences Investors | HQL | 87911K100 | 6/8/2023 | 4 | Shareholder
Proposals Regarding Board Declassification | ShrHoldr | Voted | Against | For
43.81% Against 51.09% Abstain 5.1% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 1 | Elect
Ira Ehrenpreis | Mgmt | Voted | For | For
63.33% Against 35.65% Abstain 1.02% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 2 | Elect
Kathleen Wilson-Thompson | Mgmt | Voted | For | For
67.64% Against 31.35% Abstain 1.01% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 3 | Reduce
Director Terms from Three Years to Two Years | Mgmt | Voted | For | For
98.86% Against 0.36% Abstain 0.78% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 4 | Elimination
of Supermajority Requirement | Mgmt | Voted | For | For
97.36% Against 1.71% Abstain 0.93% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 5 | Increase
in Authorized Common Stock | Mgmt | Voted | For | For
98.63% Against 1.09% Abstain 0.28% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 6 | Ratification
of Auditor | Mgmt | Voted | For | For
98.68% Against 0.6% Abstain 0.72% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 7 | Shareholder
Proposal Regarding Proxy Access | ShrHoldr | Voted | Against | For
50.89% Against 47.86% Abstain 1.25% Withheld 0% | Against |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 8 | Shareholder
Proposal Regarding Report on Effectiveness of Workplace Sexual Harassment and Discrimination Policies | ShrHoldr | Voted | Against | For
46.52% Against 52.62% Abstain 0.86% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 9 | Shareholder
Proposal Regarding Board Diversity Aligned with Customer Base and Regional Operations | ShrHoldr | Voted | Against | For
9.61% Against 89.1% Abstain 1.29% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 10 | Shareholder
Proposal Regarding Report on The Impact of Mandatory Arbitration Policies | ShrHoldr | Voted | Against | For
37.46% Against 61.6% Abstain 0.94% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 11 | Shareholder
Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Voted | Against | For
34.27% Against 64.71% Abstain 1.02% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 12 | Shareholder
Proposal Regarding Policy on Freedom of Association | ShrHoldr | Voted | Against | For
32.12% Against 64.19% Abstain 3.69% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 13 | Shareholder
Proposal Regarding Report on Ending Child Labor | ShrHoldr | Voted | Against | For
10.39% Against 88.18% Abstain 1.43% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 8/4/2022 | 14 | Shareholder
Proposal Regarding Water Risk Exposure | ShrHoldr | Voted | Against | For
35.07% Against 63.99% Abstain 0.94% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 5/16/2023 | 1 | Elect
Elon Musk | Mgmt | Voted | For | For
95.35% Against 4.55% Abstain 0.1% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 5/16/2023 | 2 | Elect
Robyn M. Denholm | Mgmt | Voted | For | For
73.93% Against 25.48% Abstain 0.59% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 5/16/2023 | 3 | Elect
J.B. Straubel | Mgmt | Voted | For | For
86.06% Against 13.81% Abstain 0.13% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 5/16/2023 | 4 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
90.55% Against 9.09% Abstain 0.36% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 5/16/2023 | 5 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 3
Years | 1
yr 55.65% 2 yr 0.36% 3 yr 42.33% Abstain 1.66% | Against |
| Tesla
Inc | TSLA | 88160R101 | 5/16/2023 | 6 | Ratification
of Auditor | Mgmt | Voted | For | For
98.73% Against 1.09% Abstain 0.18% Withheld 0% | For |
| Tesla
Inc | TSLA | 88160R101 | 5/16/2023 | 7 | Shareholder
Proposal Regarding Key Person Risk Report | ShrHoldr | Voted | Against | For
5.8% Against 93.44% Abstain 0.76% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 1 | Elect
Marc N. Casper | Mgmt | Voted | For | For
90.25% Against 9.34% Abstain 0.41% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 2 | Elect
Nelson J. Chai | Mgmt | Voted | For | For
93.25% Against 6.53% Abstain 0.22% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 3 | Elect
Ruby R. Chandy | Mgmt | Voted | For | For
98.69% Against 1.22% Abstain 0.09% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 4 | Elect
C. Martin Harris | Mgmt | Voted | For | For
94.76% Against 5.15% Abstain 0.09% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 5 | Elect
Tyler Jacks | Mgmt | Voted | For | For
97.25% Against 2.64% Abstain 0.11% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 6 | Elect
R. Alexandra Keith | Mgmt | Voted | For | For
95.53% Against 4.36% Abstain 0.11% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 7 | Elect
James C. Mullen | Mgmt | Voted | For | For
97.61% Against 2.3% Abstain 0.09% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 8 | Elect
Lars R. Sørensen | Mgmt | Voted | For | For
90% Against 9.8% Abstain 0.2% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 9 | Elect
Debora L. Spar | Mgmt | Voted | For | For
98.7% Against 1.21% Abstain 0.09% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 10 | Elect
Scott M. Sperling | Mgmt | Voted | For | For
93.65% Against 6.23% Abstain 0.12% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 11 | Elect
Dion J. Weisler | Mgmt | Voted | For | For
94.65% Against 5.25% Abstain 0.1% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 12 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
78.78% Against 20.99% Abstain 0.23% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 13 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.58% 2 yr 0.1% 3 yr 1.22% Abstain 0.1% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
90.28% Against 9.63% Abstain 0.09% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 15 | Amendment
to the 2013 Stock Incentive Plan | Mgmt | Voted | For | For
94.26% Against 5.58% Abstain 0.16% Withheld 0% | For |
| Thermo
Fisher Scientific Inc. | TMO | 883556102 | 5/24/2023 | 16 | Approval
of the 2023 Employee Stock Purchase Plan | Mgmt | Voted | For | For
99.52% Against 0.37% Abstain 0.11% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 1 | Elect
José B. Alvarez | Mgmt | Voted | For | For
98.3% Against 1.6% Abstain 0.1% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 2 | Elect
Alan M. Bennett | Mgmt | Voted | For | For
92.77% Against 7.13% Abstain 0.1% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 3 | Elect
Rosemary T. Berkery | Mgmt | Voted | For | For
96.81% Against 3.1% Abstain 0.09% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 4 | Elect
David T. Ching | Mgmt | Voted | For | For
93.85% Against 6.05% Abstain 0.1% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 5 | Elect
C. Kim Goodwin | Mgmt | Voted | For | For
98.63% Against 1.27% Abstain 0.1% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 6 | Elect
Ernie Herrman | Mgmt | Voted | For | For
98.21% Against 1.66% Abstain 0.13% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 7 | Elect
Amy B. Lane | Mgmt | Voted | For | For
94.14% Against 5.76% Abstain 0.1% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 8 | Elect
Carol Meyrowitz | Mgmt | Voted | For | For
92.73% Against 7.09% Abstain 0.18% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 9 | Elect
Jackwyn L. Nemerov | Mgmt | Voted | For | For
95.35% Against 4.55% Abstain 0.1% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 10 | Ratification
of Auditor | Mgmt | Voted | For | For
95.07% Against 4.81% Abstain 0.12% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.33% Against 5.92% Abstain 1.75% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.69% 2 yr 0.1% 3 yr 1.05% Abstain 0.16% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 13 | Shareholder
Proposal Regarding Report on Supply Chain Due Diligence | ShrHoldr | Voted | Against | For
25.37% Against 73.42% Abstain 1.21% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 14 | Shareholder
Proposal Regarding Report on Human Rights Risks from Supply Chain Employee Misclassification | ShrHoldr | Voted | Against | For
31.44% Against 67.4% Abstain 1.16% Withheld 0% | For |
| TJX
Companies, Inc. | TJX | 872540109 | 6/6/2023 | 15 | Shareholder
Proposal Regarding Paid Sick Leave | ShrHoldr | Voted | Against | For
22.03% Against 76.8% Abstain 1.17% Withheld 0% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 1 | Elect
André Almeida | Mgmt | Voted | For | For
86.62% Against 0% Abstain 0% Withheld 13.38% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 2 | Elect
Marcelo Claure | Mgmt | Voted | For | For
85.94% Against 0% Abstain 0% Withheld 14.06% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 3 | Elect
Srikant M. Datar | Mgmt | Voted | For | For
97.42% Against 0% Abstain 0% Withheld 2.58% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 4 | Elect
Srinivasan Gopalan | Mgmt | Voted | For | For
84.82% Against 0% Abstain 0% Withheld 15.18% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 5 | Elect
Timotheus Höttges | Mgmt | Voted | For | For
85.96% Against 0% Abstain 0% Withheld 14.04% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 6 | Elect
Christian P. Illek | Mgmt | Voted | For | For
80.23% Against 0% Abstain 0% Withheld 19.77% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 7 | Elect
Raphael Kübler | Mgmt | Voted | For | For
80.14% Against 0% Abstain 0% Withheld 19.86% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 8 | Elect
Thorsten Langheim | Mgmt | Voted | For | For
86.64% Against 0% Abstain 0% Withheld 13.36% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 9 | Elect
Dominique Leroy | Mgmt | Voted | For | For
80.37% Against 0% Abstain 0% Withheld 19.63% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 10 | Elect
Letitia A. Long | Mgmt | Voted | For | For
92.59% Against 0% Abstain 0% Withheld 7.41% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 11 | Elect
G. Michael Sievert | Mgmt | Voted | For | For
90.04% Against 0% Abstain 0% Withheld 9.96% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 12 | Elect
Teresa A. Taylor | Mgmt | Voted | For | For
88.3% Against 0% Abstain 0% Withheld 11.7% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 13 | Elect
Kelvin R. Westbrook | Mgmt | Voted | For | For
95.49% Against 0% Abstain 0% Withheld 4.51% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
99.89% Against 0.05% Abstain 0.06% Withheld 0% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 15 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
96.69% Against 3.29% Abstain 0.02% Withheld 0% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 16 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 3
Years | 1
yr 36.34% 2 yr 0.02% 3 yr 63.62% Abstain 0.02% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 17 | Approval
of the 2023 Incentive Award Plan | Mgmt | Voted | For | For
93.28% Against 6.68% Abstain 0.04% Withheld 0% | For |
| T-Mobile
US Inc | TMUS | 872590104 | 6/16/2023 | 18 | Amendment
to the 2014 Employee Stock Purchase Plan | Mgmt | Voted | For | For
96.55% Against 3.43% Abstain 0.02% Withheld 0% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 7/12/2022 | 1 | Elect
David A. Barr | Mgmt | Voted | For | For
96.15% Against 0% Abstain 0% Withheld 3.85% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 7/12/2022 | 2 | Elect
Jane Cronin | Mgmt | Voted | For | For
99.19% Against 0% Abstain 0% Withheld 0.81% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 7/12/2022 | 3 | Elect
Mervin Dunn | Mgmt | Voted | For | For
70.86% Against 0% Abstain 0% Withheld 29.14% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 7/12/2022 | 4 | Elect
Michael Graff | Mgmt | Voted | For | For
65.07% Against 0% Abstain 0% Withheld 34.93% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 7/12/2022 | 5 | Elect
Sean P. Hennessy | Mgmt | Voted | For | For
71.42% Against 0% Abstain 0% Withheld 28.58% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 7/12/2022 | 6 | Elect
W. Nicholas Howley | Mgmt | Voted | For | For
96.8% Against 0% Abstain 0% Withheld 3.2% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 7/12/2022 | 7 | Elect
Gary E. McCullough | Mgmt | Voted | For | For
90.14% Against 0% Abstain 0% Withheld 9.86% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 7/12/2022 | 8 | Elect
Michele Santana | Mgmt | Voted | For | For
96.35% Against 0% Abstain 0% Withheld 3.65% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 7/12/2022 | 9 | Elect
Robert J. Small | Mgmt | Voted | For | For
71.58% Against 0% Abstain 0% Withheld 28.42% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 7/12/2022 | 10 | Elect
John Staer | Mgmt | Voted | For | For
95.79% Against 0% Abstain 0% Withheld 4.21% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 7/12/2022 | 11 | Elect
Kevin Stein | Mgmt | Voted | For | For
98.47% Against 0% Abstain 0% Withheld 1.53% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 7/12/2022 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
99.33% Against 0.66% Abstain 0.01% Withheld 0% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 7/12/2022 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
51.47% Against 48.44% Abstain 0.09% Withheld 0% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 1 | Elect
David A. Barr | Mgmt | Voted | For | For
95.97% Against 0% Abstain 0% Withheld 4.03% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 2 | Elect
Jane Cronin | Mgmt | Voted | For | For
98.94% Against 0% Abstain 0% Withheld 1.06% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 3 | Elect
Mervin Dunn | Mgmt | Voted | For | For
67.34% Against 0% Abstain 0% Withheld 32.66% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 4 | Elect
Michael Graff | Mgmt | Voted | For | For
62.99% Against 0% Abstain 0% Withheld 37.01% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 5 | Elect
Sean P. Hennessy | Mgmt | Voted | For | For
67.02% Against 0% Abstain 0% Withheld 32.98% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 6 | Elect
W. Nicholas Howley | Mgmt | Voted | For | For
88.47% Against 0% Abstain 0% Withheld 11.53% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 7 | Elect
Gary E. McCullough | Mgmt | Voted | For | For
70.9% Against 0% Abstain 0% Withheld 29.1% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 8 | Elect
Michele Santana | Mgmt | Voted | For | For
96% Against 0% Abstain 0% Withheld 4% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 9 | Elect
Robert J. Small | Mgmt | Voted | For | For
67.6% Against 0% Abstain 0% Withheld 32.4% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 10 | Elect
John Staer | Mgmt | Voted | For | For
95.24% Against 0% Abstain 0% Withheld 4.76% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 11 | Elect
Kevin Stein | Mgmt | Voted | For | For
98.07% Against 0% Abstain 0% Withheld 1.93% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
99.25% Against 0.74% Abstain 0.01% Withheld 0% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
50.93% Against 48.94% Abstain 0.13% Withheld 0% | For |
| Transdigm
Group Incorporated | TDG | 893641100 | 3/9/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | N/A | 1
yr 88.22% 2 yr 0.34% 3 yr 8.3% Abstain 3.14% | N/A |
| Tri-Continental
Corp. | TY | 895436103 | 6/20/2023 | 1 | Elect
Janet Langford Carrig | Mgmt | Voted | For | For
93.53% Against 0% Abstain 0% Withheld 6.47% | For |
| Tri-Continental
Corp. | TY | 895436103 | 6/20/2023 | 2 | Elect
Patricia M. Flynn | Mgmt | Voted | For | For
93.12% Against 0% Abstain 0% Withheld 6.88% | For |
| Tri-Continental
Corp. | TY | 895436103 | 6/20/2023 | 3 | Elect
Brian J. Gallagher | Mgmt | Voted | For | For
93.42% Against 0% Abstain 0% Withheld 6.58% | For |
| Tri-Continental
Corp. | TY | 895436103 | 6/20/2023 | 4 | Elect
Catherine James Paglia | Mgmt | Voted | For | For
93.22% Against 0% Abstain 0% Withheld 6.78% | For |
| Tri-Continental
Corp. | TY | 895436103 | 6/20/2023 | 5 | Ratification
of Auditor | Mgmt | Voted | For | For
94.75% Against 4.41% Abstain 0.84% Withheld 0% | For |
| Twitter
Inc | TWTR | 90184L102 | 9/13/2022 | 1 | Merger | Mgmt | Voted | For | For
98.58% Against 0.9% Abstain 0.52% Withheld 0% | For |
| Twitter
Inc | TWTR | 90184L102 | 9/13/2022 | 2 | Advisory
Vote on Golden Parachutes | Mgmt | Voted | For | For
93.06% Against 4.89% Abstain 2.05% Withheld 0% | For |
| Twitter
Inc | TWTR | 90184L102 | 9/13/2022 | 3 | Right
to Adjourn Meeting | Mgmt | Voted | For | For
93.57% Against 5.5% Abstain 0.93% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 1 | Elect
William J. DeLaney | Mgmt | Voted | For | For
95.6% Against 4.23% Abstain 0.17% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 2 | Elect
David B. Dillon | Mgmt | Voted | For | For
96.58% Against 3.24% Abstain 0.18% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 3 | Elect
Sheri H. Edison | Mgmt | Voted | For | For
97.39% Against 2.44% Abstain 0.17% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 4 | Elect
Teresa M. Finley | Mgmt | Voted | For | For
97.47% Against 2.34% Abstain 0.19% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 5 | Elect
Lance M. Fritz | Mgmt | Voted | For | For
92.79% Against 6.9% Abstain 0.31% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 6 | Elect
Deborah C. Hopkins | Mgmt | Voted | For | For
95.3% Against 4.53% Abstain 0.17% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 7 | Elect
Jane H. Lute | Mgmt | Voted | For | For
97.83% Against 2% Abstain 0.17% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 8 | Elect
Michael R. McCarthy | Mgmt | Voted | For | For
92.31% Against 7.5% Abstain 0.19% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 9 | Elect
Jose H. Villarreal | Mgmt | Voted | For | For
95.89% Against 3.92% Abstain 0.19% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 10 | Elect
Christopher J. Williams | Mgmt | Voted | For | For
95.64% Against 4.17% Abstain 0.19% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 11 | Ratification
of Auditor | Mgmt | Voted | For | For
94.85% Against 4.98% Abstain 0.17% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 12 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
90.3% Against 8.82% Abstain 0.88% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 13 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.37% 2 yr 0.18% 3 yr 2.21% Abstain 0.24% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 14 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
20.36% Against 79.18% Abstain 0.46% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 15 | Shareholder
Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Voted | Against | For
17.41% Against 81.22% Abstain 1.37% Withheld 0% | For |
| Union
Pacific Corp. | UNP | 907818108 | 5/18/2023 | 16 | Shareholder
Proposal Regarding Paid Sick Leave | ShrHoldr | Voted | Against | For
11.53% Against 86.9% Abstain 1.57% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 1 | Elect
Carol B. Tomé | Mgmt | Voted | For | For
97.14% Against 2.39% Abstain 0.47% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 2 | Elect
Rodney C. Adkins | Mgmt | Voted | For | For
92.55% Against 6.45% Abstain 1% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 3 | Elect
Eva C. Boratto | Mgmt | Voted | For | For
96.68% Against 2.54% Abstain 0.78% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 4 | Elect
Michael J. Burns | Mgmt | Voted | For | For
95.85% Against 3.46% Abstain 0.69% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 5 | Elect
Wayne M. Hewett | Mgmt | Voted | For | For
96.82% Against 2.47% Abstain 0.71% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 6 | Elect
Angela Hwang | Mgmt | Voted | For | For
96.59% Against 2.67% Abstain 0.74% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 7 | Elect
Kate E. Johnson | Mgmt | Voted | For | For
88.06% Against 11.24% Abstain 0.7% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 8 | Elect
William R. Johnson | Mgmt | Voted | For | For
86.38% Against 12.85% Abstain 0.77% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 9 | Elect
Franck J. Moison | Mgmt | Voted | For | For
87.72% Against 11.28% Abstain 1% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 10 | Elect
Christiana Smith Shi | Mgmt | Voted | For | For
95.87% Against 3.31% Abstain 0.82% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 11 | Elect
Russell Stokes | Mgmt | Voted | For | For
87.8% Against 11.48% Abstain 0.72% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 12 | Elect
Kevin M. Warsh | Mgmt | Voted | For | For
87.03% Against 12.29% Abstain 0.68% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
91.45% Against 6.16% Abstain 2.39% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 95.37% 2 yr 1.29% 3 yr 1.79% Abstain 1.55% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
96.53% Against 2.88% Abstain 0.59% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 16 | Shareholder
Proposal Regarding Recapitalization | ShrHoldr | Voted | Against | For
32.79% Against 66.65% Abstain 0.56% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 17 | Shareholder
Proposal Regarding Report on Science-Based GHG Targets and Alignment with Paris Agreement | ShrHoldr | Voted | Against | For
19.82% Against 77.3% Abstain 2.88% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 18 | Shareholder
Proposal Regarding Report on Linking Executive Pay to GHG Emissions Reduction Targets | ShrHoldr | Voted | Against | For
17.72% Against 80.91% Abstain 1.37% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 19 | Shareholder
Proposal Regarding Just Transition Reporting | ShrHoldr | Voted | Against | For
23.56% Against 74.55% Abstain 1.89% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 20 | Shareholder
Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Voted | Against | For
8.7% Against 89.53% Abstain 1.77% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 21 | Shareholder
Proposal Regarding Civil Rights Audit | ShrHoldr | Voted | Against | For
5.55% Against 92.97% Abstain 1.48% Withheld 0% | For |
| United
Parcel Service, Inc. | UPS | 911312106 | 5/4/2023 | 22 | Shareholder
Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Voted | Against | For
24.5% Against 73.66% Abstain 1.84% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 1 | Elect
Timothy P. Flynn | Mgmt | Voted | For | For
97.29% Against 2.57% Abstain 0.14% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 2 | Elect
Paul R. Garcia | Mgmt | Voted | For | For
99.43% Against 0.45% Abstain 0.12% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 3 | Elect
Kristen Gil | Mgmt | Voted | For | For
99.72% Against 0.16% Abstain 0.12% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 4 | Elect
Stephen J. Hemsley | Mgmt | Voted | For | For
97.19% Against 2.68% Abstain 0.13% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 5 | Elect
Michele J. Hooper | Mgmt | Voted | For | For
95.49% Against 4.38% Abstain 0.13% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 6 | Elect
F. William McNabb, III | Mgmt | Voted | For | For
98.59% Against 1.29% Abstain 0.12% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 7 | Elect
Valerie C. Montgomery Rice | Mgmt | Voted | For | For
99.2% Against 0.69% Abstain 0.11% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 8 | Elect
John H. Noseworthy | Mgmt | Voted | For | For
98.24% Against 1.65% Abstain 0.11% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 9 | Elect
Andrew Witty | Mgmt | Voted | For | For
99.6% Against 0.29% Abstain 0.11% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 10 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
95.52% Against 4.18% Abstain 0.3% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 11 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.77% 2 yr 0.11% 3 yr 1% Abstain 0.12% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
94.79% Against 5.08% Abstain 0.13% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 13 | Shareholder
Proposal Regarding Racial Equity Audit | ShrHoldr | Voted | Against | For
20.21% Against 77.84% Abstain 1.95% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 14 | Shareholder
Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Voted | Against | For
27.61% Against 70.41% Abstain 1.98% Withheld 0% | For |
| Unitedhealth
Group Inc | UNH | 91324P102 | 6/5/2023 | 15 | Shareholder
Proposal Regarding Severance Approval Policy | ShrHoldr | Voted | Against | For
35.04% Against 64.78% Abstain 0.18% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 1 | Elect
Fred M. Diaz | Mgmt | Voted | For | For
93.66% Against 6.07% Abstain 0.27% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 2 | Elect
H. Paulett Eberhart | Mgmt | Voted | For | For
93.18% Against 6.55% Abstain 0.27% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 3 | Elect
Marie A. Ffolkes | Mgmt | Voted | For | For
94% Against 5.73% Abstain 0.27% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 4 | Elect
Joseph W. Gorder | Mgmt | Voted | For | For
88.72% Against 10.99% Abstain 0.29% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 5 | Elect
Kimberly S. Greene | Mgmt | Voted | For | For
93.89% Against 5.84% Abstain 0.27% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 6 | Elect
Deborah P. Majoras | Mgmt | Voted | For | For
90.25% Against 9.47% Abstain 0.28% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 7 | Elect
Eric D. Mullins | Mgmt | Voted | For | For
94.11% Against 5.62% Abstain 0.27% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 8 | Elect
Donald L. Nickles | Mgmt | Voted | For | For
92.97% Against 6.76% Abstain 0.27% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 9 | Elect
Robert A. Profusek | Mgmt | Voted | For | For
91.28% Against 8.43% Abstain 0.29% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 10 | Elect
Randall J. Weisenburger | Mgmt | Voted | For | For
92.3% Against 7.42% Abstain 0.28% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 11 | Elect
Rayford Wilkins Jr. | Mgmt | Voted | For | For
91.15% Against 8.54% Abstain 0.31% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
98.67% Against 1.07% Abstain 0.26% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
94.16% Against 5.32% Abstain 0.52% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.49% 2 yr 0.24% 3 yr 1.94% Abstain 0.33% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 15 | Shareholder
Proposal Regarding Report on Climate Transition Plan and GHG Targets | ShrHoldr | Voted | Against | For
31.83% Against 64.44% Abstain 3.73% Withheld 0% | For |
| Valero
Energy Corp. | VLO | 91913Y100 | 5/9/2023 | 16 | Shareholder
Proposal Regarding a Racial Equity Audit | ShrHoldr | Voted | Against | For
11.71% Against 86.98% Abstain 1.31% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 1 | Elect
Shellye L. Archambeau | Mgmt | Voted | For | For
95.28% Against 4.11% Abstain 0.61% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 2 | Elect
Roxanne S. Austin | Mgmt | Voted | For | For
96.33% Against 3.09% Abstain 0.58% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 3 | Elect
Mark T. Bertolini | Mgmt | Voted | For | For
97.24% Against 2.11% Abstain 0.65% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 4 | Elect
Vittorio Colao | Mgmt | Voted | For | For
97.65% Against 1.72% Abstain 0.63% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 5 | Elect
Melanie L. Healey | Mgmt | Voted | For | For
94.15% Against 5.27% Abstain 0.58% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 6 | Elect
Laxman Narasimhan | Mgmt | Voted | For | For
96.3% Against 3.05% Abstain 0.65% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 7 | Elect
Clarence Otis, Jr. | Mgmt | Voted | For | For
93.74% Against 5.92% Abstain 0.34% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 8 | Elect
Daniel H. Schulman | Mgmt | Voted | For | For
96.94% Against 2.44% Abstain 0.62% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 9 | Elect
Rodney E. Slater | Mgmt | Voted | For | For
94.15% Against 5.21% Abstain 0.64% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 10 | Elect
Carol B. Tomé | Mgmt | Voted | For | For
97.78% Against 1.63% Abstain 0.59% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 11 | Elect
Hans E. Vestberg | Mgmt | Voted | For | For
89.88% Against 9.26% Abstain 0.86% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 12 | Elect
Gregory G. Weaver | Mgmt | Voted | For | For
97.32% Against 2.03% Abstain 0.65% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
88.11% Against 8.89% Abstain 3% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 93.76% 2 yr 0.56% 3 yr 2.84% Abstain 2.84% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 15 | Ratification
of Auditor | Mgmt | Voted | For | For
95% Against 4.54% Abstain 0.46% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 16 | Shareholder
Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Voted | Against | For
2.63% Against 93.63% Abstain 3.74% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 17 | Shareholder
Proposal Regarding a Policy to Prohibit Political and Electioneering Expenditures | ShrHoldr | Voted | Against | For
6.02% Against 90.29% Abstain 3.69% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 18 | Shareholder
Proposal Regarding Amendment to Clawback Policy | ShrHoldr | Voted | Against | For
36.59% Against 60.03% Abstain 3.38% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 19 | Shareholder
Proposal Regarding Severance Approval Policy | ShrHoldr | Voted | Against | For
11.27% Against 85.72% Abstain 3.01% Withheld 0% | For |
| Verizon
Communications Inc | VZ | 92343V104 | 5/11/2023 | 20 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
29.01% Against 68% Abstain 2.99% Withheld 0% | For |
| Virtus
AllianzGI Dividend Interest & Premium Strategy Fund | NFJ | 92840R101 | 7/12/2022 | 1 | Elect
George R. Aylward | Mgmt | Voted | For | For
87.35% Against 0% Abstain 0% Withheld 12.65% | For |
| Virtus
AllianzGI Dividend Interest & Premium Strategy Fund | NFJ | 92840R101 | 7/12/2022 | 2 | Elect
Deborah A. DeCotis | Mgmt | Voted | For | For
81.45% Against 0% Abstain 0% Withheld 18.55% | For |
| Virtus
AllianzGI Dividend Interest & Premium Strategy Fund | NFJ | 92840R101 | 7/12/2022 | 3 | Elect
Philip R. McLoughlin | Mgmt | Voted | For | For
81.33% Against 0% Abstain 0% Withheld 18.67% | For |
| Virtus
AllianzGI Dividend Interest & Premium Strategy Fund | NFJ | 92840R101 | 7/12/2022 | 4 | Elect
Brian T. Zino | Mgmt | Voted | For | For
92.64% Against 0% Abstain 0% Withheld 7.36% | For |
| Virtus
AllianzGI Dividend Interest & Premium Strategy Fund | NFJ | 92840R101 | 11/10/2022 | 1 | Approval
of a New Sub-Advisory Agreement | Mgmt | Voted | For | For
90.9% Against 6.66% Abstain 2.44% Withheld 0% | For |
| Virtus
AllianzGI Dividend Interest & Premium Strategy Fund | NFJ | 92840R101 | 11/10/2022 | 2 | Transaction
of Other Business | Mgmt | Voted | For | For
38.54% Against 58.42% Abstain 3.04% Withheld 0% | Against |
| Virtus
AllianzGI Dividend Interest & Premium Strategy Fund | NFJ | 92840R101 | 5/22/2023 | 1 | Elect
Sarah E. Cogan | Mgmt | Voted | For | For
83.52% Against 0% Abstain 0% Withheld 16.48% | For |
| Virtus
AllianzGI Dividend Interest & Premium Strategy Fund | NFJ | 92840R101 | 5/22/2023 | 2 | Elect
F. Ford Drummond | Mgmt | Voted | For | For
83.46% Against 0% Abstain 0% Withheld 16.54% | For |
| Virtus
AllianzGI Dividend Interest & Premium Strategy Fund | NFJ | 92840R101 | 5/22/2023 | 3 | Elect
R. Keith Walton | Mgmt | Voted | For | For
87.93% Against 0% Abstain 0% Withheld 12.07% | For |
| Virtus
Artificial Intelligence & Technology Opportunities Fund | AIO | 92838Y100 | 11/10/2022 | 1 | Approval
of a New Sub-Advisory Agreement | Mgmt | Voted | For | For
80.95% Against 2.6% Abstain 16.45% Withheld 0% | For |
| Virtus
Artificial Intelligence & Technology Opportunities Fund | AIO | 92838Y100 | 11/10/2022 | 2 | Transaction
of Other Business | Mgmt | Voted | For | For
58.82% Against 23.9% Abstain 17.28% Withheld 0% | For |
| Virtus
Equity & Convertible Income Fund | NIE | 92841M101 | 11/10/2022 | 1 | Approval
of a New Sub-Advisory Agreement | Mgmt | Voted | For | For
91.03% Against 3.01% Abstain 5.96% Withheld 0% | For |
| Virtus
Equity & Convertible Income Fund | NIE | 92841M101 | 11/10/2022 | 2 | Transaction
of Other Business | Mgmt | Voted | For | For
59.37% Against 33.54% Abstain 7.09% Withheld 0% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 1 | Elect
Lloyd A. Carney | Mgmt | Voted | For | For
93.95% Against 5.86% Abstain 0.19% Withheld 0% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 2 | Elect
Kermit R. Crawford | Mgmt | Voted | For | For
99.52% Against 0.38% Abstain 0.1% Withheld 0% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 3 | Elect
Francisco Javier Fernández-Carbajal | Mgmt | Voted | For | For
97.38% Against 2.54% Abstain 0.08% Withheld 0% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 4 | Elect
Alfred F. Kelly, Jr. | Mgmt | Voted | For | For
96.87% Against 3.04% Abstain 0.09% Withheld 0% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 5 | Elect
Ramon L. Laguarta | Mgmt | Voted | For | For
98.83% Against 1.08% Abstain 0.09% Withheld 0% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 6 | Elect
Teri L. List | Mgmt | Voted | For | For
98.82% Against 1.1% Abstain 0.08% Withheld 0% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 7 | Elect
John F. Lundgren | Mgmt | Voted | For | For
98.38% Against 1.54% Abstain 0.08% Withheld 0% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 8 | Elect
Denise M. Morrison | Mgmt | Voted | For | For
97.46% Against 2.45% Abstain 0.09% Withheld 0% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 9 | Elect
Linda Rendle | Mgmt | Voted | For | For
99.14% Against 0.78% Abstain 0.08% Withheld 0% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 10 | Elect
Maynard G. Webb | Mgmt | Voted | For | For
97.05% Against 2.26% Abstain 0.69% Withheld 0% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
89.71% Against 9.58% Abstain 0.71% Withheld 0% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 99.06% 2 yr 0.12% 3 yr 0.7% Abstain 0.12% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 13 | Ratification
of Auditor | Mgmt | Voted | For | For
98.4% Against 1.51% Abstain 0% Withheld 0.09% | For |
| Visa
Inc | V | 92826C839 | 1/24/2023 | 14 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
15.71% Against 68.27% Abstain 9.8% Withheld 6.22% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 1 | Elect
Janice M. Babiak | Mgmt | Voted | For | For
98.31% Against 1.43% Abstain 0.26% Withheld 0% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 2 | Elect
Inderpal S. Bhandari | Mgmt | Voted | For | For
49.93% Against 49.93% Abstain 0.14% Withheld 0% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 3 | Elect
Rosalind G. Brewer | Mgmt | Voted | For | For
98.3% Against 1.44% Abstain 0.26% Withheld 0% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 4 | Elect
Ginger L. Graham | Mgmt | Voted | For | For
95.6% Against 4.15% Abstain 0.25% Withheld 0% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 5 | Elect
Bryan C. Hanson | Mgmt | Voted | For | For
98.25% Against 1.49% Abstain 0.26% Withheld 0% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 6 | Elect
Valerie B. Jarrett | Mgmt | Voted | For | For
96.45% Against 3.32% Abstain 0.23% Withheld 0% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 7 | Elect
John A. Lederer | Mgmt | Voted | For | For
97.12% Against 2.63% Abstain 0.25% Withheld 0% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 8 | Elect
Dominic P. Murphy | Mgmt | Voted | For | For
98.61% Against 1.12% Abstain 0.27% Withheld 0% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 9 | Elect
Stefano Pessina | Mgmt | Voted | For | For
96.93% Against 2.8% Abstain 0.27% Withheld 0% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 10 | Elect
Nancy M. Schlichting | Mgmt | Voted | For | For
93.67% Against 6.06% Abstain 0.27% Withheld 0% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
87.75% Against 11.62% Abstain 0.63% Withheld 0% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
96.2% Against 3.52% Abstain 0.28% Withheld 0% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 13 | Shareholder
Proposal Regarding External Public Health Costs Created by the Sale of Tobacco Products | ShrHoldr | Voted | Against | For
10.24% Against 88.84% Abstain 0.92% Withheld 0% | For |
| Walgreens
Boots Alliance Inc | WBA | 931427108 | 1/26/2023 | 14 | Shareholder
Proposal Regarding Independent Chair | ShrHoldr | Voted | Against | For
33.84% Against 65.76% Abstain 0.4% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 1 | Elect
Cesar Conde | Mgmt | Voted | For | For
98.83% Against 0.99% Abstain 0.18% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 2 | Elect
Timothy P. Flynn | Mgmt | Voted | For | For
98.46% Against 1.35% Abstain 0.19% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 3 | Elect
Sarah J. Friar | Mgmt | Voted | For | For
98.81% Against 1.02% Abstain 0.17% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 4 | Elect
Carla A. Harris | Mgmt | Voted | For | For
96.06% Against 3.82% Abstain 0.12% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 5 | Elect
Thomas W. Horton | Mgmt | Voted | For | For
95.56% Against 4.29% Abstain 0.15% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 6 | Elect
Marissa A. Mayer | Mgmt | Voted | For | For
97.14% Against 2.69% Abstain 0.17% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 7 | Elect
C. Douglas McMillon | Mgmt | Voted | For | For
98.49% Against 1.33% Abstain 0.18% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 8 | Elect
Gregory B. Penner | Mgmt | Voted | For | For
97.36% Against 2.51% Abstain 0.13% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 9 | Elect
Randall L. Stephenson | Mgmt | Voted | For | For
96.5% Against 3.37% Abstain 0.13% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 10 | Elect
S. Robson Walton | Mgmt | Voted | For | For
97.95% Against 1.87% Abstain 0.18% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 11 | Elect
Steuart L. Walton | Mgmt | Voted | For | For
98.09% Against 1.73% Abstain 0.18% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 99.04% 2 yr 0.09% 3 yr 0.75% Abstain 0.12% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
79.3% Against 20.46% Abstain 0.24% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 14 | Ratification
of Auditor | Mgmt | Voted | For | For
98.21% Against 1.69% Abstain 0.1% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 15 | Shareholder
Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Voted | Against | For
4.3% Against 95.26% Abstain 0.44% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 16 | Shareholder
Proposal Regarding Human Rights Due Diligence Process Report | ShrHoldr | Voted | Against | For
5.75% Against 93.69% Abstain 0.56% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 17 | Shareholder
Proposal Regarding Racial Equity Audit | ShrHoldr | Voted | Against | For
18.12% Against 81.42% Abstain 0.46% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 18 | Shareholder
Proposal Regarding Racial and Gender Layoff Diversity Report | ShrHoldr | Voted | Against | For
1.45% Against 98.04% Abstain 0.51% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 19 | Shareholder
Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Voted | Against | For
5.68% Against 94.05% Abstain 0.27% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 20 | Shareholder
Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Voted | Against | For
1.31% Against 98% Abstain 0.69% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 21 | Shareholder
Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Voted | Against | For
23.78% Against 75.77% Abstain 0.45% Withheld 0% | For |
| Walmart
Inc | WMT | 931142103 | 5/31/2023 | 22 | Shareholder
Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | ShrHoldr | Voted | Against | For
0% Against 100% Abstain 0% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 1 | Elect
Mary T. Barra | Mgmt | Voted | For | For
93.97% Against 3.49% Abstain 2.54% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 2 | Elect
Safra A. Catz | Mgmt | Voted | For | For
97.56% Against 1.9% Abstain 0.54% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 3 | Elect
Amy L. Chang | Mgmt | Voted | For | For
95.65% Against 1.8% Abstain 2.55% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 4 | Elect
Francis A. deSouza | Mgmt | Voted | For | For
94.79% Against 2.64% Abstain 2.57% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 5 | Elect
Carolyn N. Everson | Mgmt | Voted | For | For
97.89% Against 1.77% Abstain 0.34% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 6 | Elect
Michael B.G. Froman | Mgmt | Voted | For | For
94.69% Against 2.72% Abstain 2.59% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 7 | Elect
Robert A. Iger | Mgmt | Voted | For | For
96.43% Against 3.3% Abstain 0.27% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 8 | Elect
Maria Elena Lagomasino | Mgmt | Voted | For | For
90.74% Against 6.7% Abstain 2.56% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 9 | Elect
Calvin R. McDonald | Mgmt | Voted | For | For
94.67% Against 2.72% Abstain 2.61% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 10 | Elect
Mark G. Parker | Mgmt | Voted | For | For
90.76% Against 6.66% Abstain 2.58% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 11 | Elect
Derica W. Rice | Mgmt | Voted | For | For
92.07% Against 5.32% Abstain 2.61% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 12 | Ratification
of Auditor | Mgmt | Voted | For | For
93.77% Against 4.09% Abstain 2.14% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 13 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
86.33% Against 10.89% Abstain 2.78% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 14 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.79% 2 yr 0.33% 3 yr 1.34% Abstain 0.54% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 15 | Shareholder
Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Voted | Against | For
7.12% Against 88.89% Abstain 3.99% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 16 | Shareholder
Proposal Regarding Charitable Contributions Disclosure | ShrHoldr | Voted | Against | For
7.41% Against 92.25% Abstain 0.34% Withheld 0% | For |
| Walt
Disney Co (The) | DIS | 254687106 | 4/3/2023 | 17 | Shareholder
Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Voted | Against | For
36.24% Against 63.51% Abstain 0.25% Withheld 0% | For |
| Waste
Management, Inc. | WM | 94106L109 | 5/9/2023 | 1 | Elect
Bruce E. Chinn | Mgmt | Voted | For | For
99.65% Against 0.22% Abstain 0.13% Withheld 0% | For |
| Waste
Management, Inc. | WM | 94106L109 | 5/9/2023 | 2 | Elect
James C. Fish, Jr. | Mgmt | Voted | For | For
99.55% Against 0.3% Abstain 0.15% Withheld 0% | For |
| Waste
Management, Inc. | WM | 94106L109 | 5/9/2023 | 3 | Elect
Andrés R. Gluski | Mgmt | Voted | For | For
97.19% Against 2.68% Abstain 0.13% Withheld 0% | For |
| Waste
Management, Inc. | WM | 94106L109 | 5/9/2023 | 4 | Elect
Victoria M. Holt | Mgmt | Voted | For | For
97.36% Against 2.52% Abstain 0.12% Withheld 0% | For |
| Waste
Management, Inc. | WM | 94106L109 | 5/9/2023 | 5 | Elect
Kathleen M. Mazzarella | Mgmt | Voted | For | For
96.73% Against 3.15% Abstain 0.12% Withheld 0% | For |
| Waste
Management, Inc. | WM | 94106L109 | 5/9/2023 | 6 | Elect
Sean E. Menke | Mgmt | Voted | For | For
98.58% Against 1.28% Abstain 0.14% Withheld 0% | For |
| Waste
Management, Inc. | WM | 94106L109 | 5/9/2023 | 7 | Elect
William B. Plummer | Mgmt | Voted | For | For
98.3% Against 1.56% Abstain 0.14% Withheld 0% | For |
| Waste
Management, Inc. | WM | 94106L109 | 5/9/2023 | 8 | Elect
John C. Pope | Mgmt | Voted | For | For
94.68% Against 5.18% Abstain 0.14% Withheld 0% | For |
| Waste
Management, Inc. | WM | 94106L109 | 5/9/2023 | 9 | Elect
Maryrose T. Sylvester | Mgmt | Voted | For | For
98.2% Against 1.68% Abstain 0.12% Withheld 0% | For |
| Waste
Management, Inc. | WM | 94106L109 | 5/9/2023 | 10 | Ratification
of Auditor | Mgmt | Voted | For | For
95.2% Against 4.61% Abstain 0.19% Withheld 0% | For |
| Waste
Management, Inc. | WM | 94106L109 | 5/9/2023 | 11 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
93.91% Against 5.74% Abstain 0.35% Withheld 0% | For |
| Waste
Management, Inc. | WM | 94106L109 | 5/9/2023 | 12 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 98.01% 2 yr 0.24% 3 yr 1.54% Abstain 0.21% | For |
| Waste
Management, Inc. | WM | 94106L109 | 5/9/2023 | 13 | Approval
of 2023 Stock Incentive Plan | Mgmt | Voted | For | For
93.93% Against 5.82% Abstain 0.25% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 1 | Elect
Steven D. Black | Mgmt | Voted | For | For
92.16% Against 7.26% Abstain 0.58% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 2 | Elect
Mark A. Chancy | Mgmt | Voted | For | For
97.13% Against 2.29% Abstain 0.58% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 3 | Elect
Celeste A. Clark | Mgmt | Voted | For | For
95.7% Against 3.78% Abstain 0.52% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 4 | Elect
Theodore F. Craver, Jr. | Mgmt | Voted | For | For
96.57% Against 2.84% Abstain 0.59% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 5 | Elect
Richard K. Davis | Mgmt | Voted | For | For
97.61% Against 1.8% Abstain 0.59% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 6 | Elect
Wayne M. Hewett | Mgmt | Voted | For | For
91.64% Against 7.78% Abstain 0.58% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 7 | Elect
CeCelia Morken | Mgmt | Voted | For | For
96.95% Against 2.5% Abstain 0.55% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 8 | Elect
Maria R. Morris | Mgmt | Voted | For | For
96.65% Against 2.82% Abstain 0.53% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 9 | Elect
Felicia F. Norwood | Mgmt | Voted | For | For
96.89% Against 2.57% Abstain 0.54% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 10 | Elect
Richard B. Payne, Jr. | Mgmt | Voted | For | For
96.57% Against 2.84% Abstain 0.59% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 11 | Elect
Ronald L. Sargent | Mgmt | Voted | For | For
95.37% Against 4.04% Abstain 0.59% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 12 | Elect
Charles W. Scharf | Mgmt | Voted | For | For
97% Against 2.45% Abstain 0.55% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 13 | Elect
Suzanne M. Vautrinot | Mgmt | Voted | For | For
96.15% Against 3.32% Abstain 0.53% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 14 | Advisory
Vote on Executive Compensation | Mgmt | Voted | For | For
92.06% Against 7.26% Abstain 0.68% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 15 | Frequency
of Advisory Vote on Executive Compensation | Mgmt | Voted | 1
Year | 1
yr 97.85% 2 yr 0.34% 3 yr 1.45% Abstain 0.36% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 16 | Ratification
of Auditor | Mgmt | Voted | For | For
94% Against 5.64% Abstain 0.36% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 17 | Shareholder
Proposal Regarding Simple Majority Vote | ShrHoldr | Voted | Against | For
50% Against 49.38% Abstain 0.62% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 18 | Shareholder
Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Voted | Against | For
28.25% Against 70.79% Abstain 0.96% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 19 | Shareholder
Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Voted | Against | For
32.03% Against 67.02% Abstain 0.95% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 20 | Shareholder
Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Voted | Against | For
30.79% Against 68.24% Abstain 0.97% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 21 | Shareholder
Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Voted | Against | For
8.5% Against 89.81% Abstain 1.69% Withheld 0% | For |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 22 | Shareholder
Proposal Regarding Report on Harassment and Discrimination | ShrHoldr | Voted | Against | For
52.27% Against 42.72% Abstain 5.01% Withheld 0% | Against |
| Wells
Fargo & Co. | WFC | 949746101 | 4/25/2023 | 23 | Shareholder
Proposal Regarding Policy on Freedom of Association | ShrHoldr | Voted | Against | For
34.07% Against 61.52% Abstain 4.41% Withheld 0% | For |
| Western
Asset Mortgage Opportunity Fund Inc | EMO | 18469P209 | 4/14/2023 | 1 | Elect
Dissident Nominee Paul C. Kazarian | ShrHoldr | Take
No Action | Do
Not Vote | For
0% Against 0% Abstain 0% Withheld 0% | N/A |
| Western
Asset Mortgage Opportunity Fund Inc | EMO | 18469P209 | 4/14/2023 | 2 | Elect
Management Nominee Eileen A. Kamerick (Preferred Stock Nominee) | ShrHoldr | Take
No Action | Do
Not Vote | For
0% Against 0% Abstain 0% Withheld 0% | N/A |
| Western
Asset Mortgage Opportunity Fund Inc | EMO | 18469P209 | 4/14/2023 | 3 | Ratification
of Auditor | Mgmt | Take
No Action | Do
Not Vote | For
0% Against 0% Abstain 0% Withheld 0% | N/A |
| Western
Asset Mortgage Opportunity Fund Inc | EMO | 18469P209 | 4/14/2023 | 1 | Elect
Robert D. Agdern | Mgmt | Take
No Action | For | For
0% Against 0% Abstain 0% Withheld 0% | N/A |
| Western
Asset Mortgage Opportunity Fund Inc | EMO | 18469P209 | 4/14/2023 | 2 | Ratification
of Auditor | Mgmt | Take
No Action | For | For
0% Against 0% Abstain 0% Withheld 0% | N/A |
| Western
Asset Mortgage Opportunity Fund Inc | DMO | 184692200 | 6/2/2023 | 1 | Elect
Carol L. Colman | Mgmt | Voted | For | For
51.81% Against 47.05% Abstain 1.14% Withheld 0% | For |
| Western
Asset Mortgage Opportunity Fund Inc | DMO | 184692200 | 6/2/2023 | 2 | Elect
Paolo M. Cucchi | Mgmt | Voted | For | For
51.49% Against 47.29% Abstain 1.22% Withheld 0% | For |
| Western
Asset Mortgage Opportunity Fund Inc | DMO | 184692200 | 6/2/2023 | 3 | Ratification
of Auditor | Mgmt | Voted | For | For
97.85% Against 1.58% Abstain 0.57% Withheld 0% | For |

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SIGNATURES

Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

(Registrant)	Cornerstone Total Return Fund, Inc.
By (Signature and Title)	/s/ Ralph W. Bradshaw
	Ralph W. Bradshaw, President and Chairman (Principal Executive Officer)
Date:	August 17, 2023