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: 811-09805
Prudential Investment Portfolios 3
(Exact name of registrant as specified in charter)
655 Broad Street
6th Floor
Newark, NJ 07102
(Address of principal executive offices) (Zip code)
Patrick McGuinness, Esquire
655 Broad Street
6th Floor
Newark, NJ 07102
(Name and address of agent for service)
Registrant’s telephone number, including area code: 973-802-6469
Date of fiscal year end: February 28 & October 31
Date of reporting period: 7/1/2022 through 6/30/2023
Item 1. Proxy Voting Record.
In determining votes against management, any ballot that management did not make a recommendation is considered to be "FOR" regardless of the vote cast. Any "Abstain" vote cast is considered as voted, and to be against the management recommendation.
FORM N-PX
ICA File Number: 811-09805
Registrant Name: Prudential Investment Portfolios 3
Reporting Period: 07/01/2022 - 06/30/2023
PGIM Global Dynamic Bond - Subadviser: PGIM Fixed Income, a business unit of PGIM Inc.
| CHESAPEAKE ENERGY CORPORATION
Meeting Date: JUN 08, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL |
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Ticker: CHK
Security ID: 165167735 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a. | Election of Director: Domenic J. Dell'Osso, Jr. | Management | For | For |
| 1b. | Election of Director: Timothy S. Duncan | Management | For | For |
| 1c. | Election of Director: Benjamin C. Duster, IV | Management | For | For |
| 1d. | Election of Director: Sarah A. Emerson | Management | For | For |
| 1e. | Election of Director: Matthew M. Gallagher | Management | For | For |
| 1f. | Election of Director: Brian Steck | Management | For | For |
| 1g. | Election of Director: Michael Wichterich | Management | For | For |
| 2. | To approve on an advisory basis our named executive officer compensation. | Management | For | For |
| 3. | To approve on an advisory basis the frequency of shareholder votes on named executive officer compensation. | Management | 1 Year | 1 Year |
| 4. | To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For |
| CODERE FINANCE 2 (LU) SA
Meeting Date: JUL 29, 2022 Record Date: Meeting Type: EXTRAORDINARY GENERAL MEETING |
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Ticker: CDRSM
Security ID: B8A9YTHZ6 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Acknowledgement of the resignation of Ms. Sandra Ann Egan from her position as a class B director of the Company effective as of 6 April 2022 and grant a full discharge to Ms. Sandra Ann Egan in respect of the performance of her duties as a class B direct | Management | For | Do Not Vote |
| 2 | Acknowledgement of the co-optation of Mr. Michael Bruno P. Goose as a class B director of the Company as of 6 April 2022 until the next annual general meeting of the shareholders of the Company that will take place in 2025 by the board of directors of the | Management | For | Do Not Vote |
| 3 | Amendment of articles 24.3 and 26.3 of the Articles as well as article 26.5 of the Articles to address a clerical error inserted in the previous version of the Articles without substantially amending such article. | Management | For | Do Not Vote |
| 4 | Amendment of the definition of "Corporate Director" under article 43 "Definitions" of the Articles. | Management | For | Do Not Vote |
| 5 | Amendment of the definition of "Opco Group CEO" under article 43 "Definitions" of the Articles. | Management | For | Do Not Vote |
| 6 | Creation of the definition of "Shareholders' Agreement Deed of Amendment" under article 43 "Definitions" of the Articles | Management | For | Do Not Vote |
| CODERE FINANCE 2 (LU) SA
Meeting Date: DEC 07, 2022 Record Date: Meeting Type: EXTRAORDINARY GENERAL MEETING |
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Ticker: CDRSM
Security ID: B8A9YTHZ6 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | To consider and, if thought fit, to approve, and ratify a special report on transactions in which the Class A directors of the Company had a conflict of interest for a period from January 1st, 2022 until the present date | Management | For | Do Not Vote |
| 2 | To consider and, if thought fit, to approve the appointment of Mr. Michel LECOQ, domiciliated at 27 rue de la Concorde, 4800 Verviers, Grand Duchy of LU, as statutory auditor of the Company and its Group of Companies | Management | For | Do Not Vote |
| 3 | To consider and, if thought fit, to approve the appointment of Ernst & Young, S.L. domiciliated at C. de Raimundo Fernandez Villaverde, 65, 28003 Madrid, Kingdom of Spain as an independent auditor of the Company and its Group of Companies | Management | For | Do Not Vote |
| 4 | To consider and, if thought fit, to approve the payment of the amount of EUR 26,220.24- (twenty-six thousand two hundred twenty Euros and twenty-four Eurocents) to Mr. Borja FERNANDEZ ESPEJEL, an independent non-executive director of the Company, accordin | Management | For | Do Not Vote |
| 5 | To consider and, if thought fit, to approve the increase of the remuneration for Mr. Antonio MOYA-ANGELER LINARES, "Preferred Candidate" of the Qualifying Shareholder Group as defined in the shareholders agreement dated November 19, 2021, as amended from | Management | For | Do Not Vote |
| 6 | To consider and, if thought fit, to approve (i) the appointment of Mr. Leslie OTTOLENGHI, born on 22 February 1962, in North Carolina, US of America, residing at 5740 FOREST ST, GREENWOOD VILLAGE, 80121-21 Colorado, US of America as an independent non-exe | Management | For | Do Not Vote |
| 7 | To consider and, if thought fit, to approve the appointment of Ms. Silvana PUTO, born 02 February 1981, in Durres, Albania, professionally residing at 6, rue Eugene Ruppert, L-2453 LU as a class B director of the Company, for a period of 2 years started o | Management | For | Do Not Vote |
| 8 | To consider and, if thought fit, to confirm (i) resignation of Mr. Aidan DE BRUNNER as class A director of the Company, also acting as INED of the Company with effect from 07 August 2022 and (ii) grant full and entire discharge to Mr. Aidan DE BRUNNER as | Management | For | Do Not Vote |
| 9 | To consider and, if thought fit, to confirm (i) resignation of RCS MGMT (LU) S.a r.l., a private limited liability company (societe a responsabilite limitee) incorporated under the laws of the Grand Duchy of LU, having its registered office at 6, rue Euge | Management | For | Do Not Vote |
| 10 | To consider and, if thought fit, subject to the terms and conditions of section 30.5 of the Shareholders' Agreement, to authorize the payment of a maximum amount of gross EUR 1,400,000 (one million four hundred thousand Euros) per annum by the Company as | Management | For | Do Not Vote |
| 11 | To consider and, if thought fit, to authorize any employee of Intertrust (LU) S.a r.l. to undertake the necessary action(s) required to file and register the changes mentioned in the above resolutions with the LU Trade and Companies' Register | Management | For | Do Not Vote |
| CODERE NEW TOPCO SA
Meeting Date: APR 13, 2023 Record Date: Meeting Type: EXTRAORDINARY GENERAL MEETING |
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Ticker: CDRSM
Security ID: B8A9YTHZ6 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approval of the Transaction, the Company and any other Group Company entering into the Lock-Up Agreement and the Transaction Documents, the incurrence of new debt in the form of the First Priority Notes and the incurrence of new debt in the form of additi | Management | For | For |
| 2 | Ratification of the Preparatory Actions and Steps which have been taken by the Company and/or any Group Company in relation to the Transaction. Draft resolution: "The Meeting resolved to ratify the Preparatory Actions and Steps which have been taken by th | Management | For | For |
| 3 | Disapplication of pre-emption rights with respect to the FPN Issuance, issuance of New NSSNs and New SSNs under the Articles and the Shareholders' Agreement, respectively. Draft resolution: "The Meeting resolved to disapply pre-emption rights with respect | Management | For | For |
| 4 | Disapplication of pre-emption rights with respect to the issuance of additional NSSNs (or, if applicable, New NSSNs) and SSNs (or, if applicable, New SSNs) in respect of fees paid to consenting NSSN and SSN holders under the Articles and the Shareholders' | Management | For | For |
| 5 | Ratification of the appointment of Mr. Neil Robson, born on 25 February 1969, in Scunthorpe, GB, residing at 42 Curly Hill, Ilkley LS29 0AY, GB, as class A director of the Company by way of co-optation as from 24 March 2023 until the remaining period of t | Management | For | For |
| 7 | Approval of the entry by (i) the Company, (ii) Codere New Midco S.a r.l., a wholly owned subsidiary of the Company, (iii) Codere New Holdco S.A., a wholly owned indirect subsidiary of the Company, and (iv) the other subsidiaries of the Company as well as | Management | For | For |
| INTELSAT S.A.
Meeting Date: JUN 21, 2023 Record Date: MAY 15, 2023 Meeting Type: ANNUAL |
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Ticker: INTEL
Security ID: L5217E120 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1. | Receive Board and Auditors' Report | Management | None | Do Not Vote |
| 2. | Approval of the statutory stand-alone financial statements | Management | For | For |
| 3. | Approval of the consolidated financial statements | Management | For | For |
| 4. | Approval of discharge (quitus) to directors for proper performance of their duties | Management | For | For |
| 5. | Approval of carry forward of net results | Management | For | For |
| 6. | Confirmation of David Wajsgras (co-opted) as director | Management | For | For |
| 7. | Confirmation of David Mack (co-opted) as director | Management | For | For |
| 8a. | Re-election of Director: Roy Chestnutt | Management | For | For |
| 8b. | Re-election of Director: Lisa Hammitt | Management | For | For |
| 8c. | Re-election of Director: David Mack | Management | For | For |
| 8d. | Re-election of Director: Marc Montagner | Management | For | For |
| 8e. | Re-election of Director: Easwaran Sundaram | Management | For | For |
| 8f. | Re-election of Director: David Wajsgras | Management | For | For |
| 8g. | Re-election of Director: Jinhy Yoon | Management | For | For |
| 9. | Ratification of directors' remuneration for 2022 | Management | For | For |
| 10. | Approval of directors' remuneration for 2023 | Management | For | For |
| 11. | Approval of re-appointment of KPMG Audit S.a r.l. as approved statutory auditor | Management | For | For |
| 12. | Approval of share repurchases and treasury share holdings, pursuant to and in line with Article 9 of the articles of association of the Company (relating to communication laws) | Management | For | For |
| KONDOR FINANCE PLC
Meeting Date: JUL 26, 2022 Record Date: JUL 12, 2022 Meeting Type: BOND MEETING |
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Ticker:
Security ID: G5308HAA1 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | THE ISSUER, AT THE REQUEST OF THE BORROWER, IS SOLICITING THE APPROVAL OF THE NOTEHOLDERS, BY WAY OF EXTRAORDINARY RESOLUTIONS IN RESPECT OF EACH SERIES OF NOTES TO, AMONG OTHER THINGS: (I) IN RESPECT OF THE 2022 NOTES, TO DEFER THE PAYMENT OF PRINCIPAL U | Management | For | Against |
| KONDOR FINANCE PLC
Meeting Date: AUG 31, 2022 Record Date: AUG 03, 2022 Meeting Type: BOND MEETING |
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Ticker:
Security ID: G5308HAA1 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | THAT THIS MEETING (THE "MEETING") OF THE HOLDERS (THE "NOTEHOLDERS") OF THE EUR600,000,000 7.125 PER CENT. LOAN PARTICIPATION NOTES DUE 2024 (THE "2024 NOTES") ISSUED BY, BUT WITH LIMITED RECOURSE TO, KONDOR FINANCE PLC (THE "ISSUER") FOR THE SOLE PURPOSE | Management | For | For |
PGIM Jennison Focused Growth Fund - Subadviser: Jennison Associates LLC
| ADVANCED MICRO DEVICES INC.
Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL |
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Ticker: AMD
Security ID: 007903107 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Nora M. Denzel | Management | For | For |
| 2 | Elect D. Mark Durcan | Management | For | For |
| 3 | Elect Michael P. Gregoire | Management | For | For |
| 4 | Elect Joseph A. Householder | Management | For | For |
| 5 | Elect John W. Marren | Management | For | For |
| 6 | Elect Jon A. Olson | Management | For | For |
| 7 | Elect Lisa T. Su | Management | For | For |
| 8 | Elect Abhijit Y. Talwalkar | Management | For | For |
| 9 | Elect Elizabeth W. Vanderslice | Management | For | For |
| 10 | Approval of the 2023 Equity Incentive Plan | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| ADYEN NV
Meeting Date: MAY 11, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL |
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Ticker: N/A
Security ID: N3501V104 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 2 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 3 | Accounts and Reports | Management | For | Against |
| 4 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 5 | Remuneration Report | Management | For | For |
| 6 | Management Board Remuneration Policy | Management | For | For |
| 7 | Supervisory Board Remuneration Policy | Management | For | For |
| 8 | Maximum Variable Pay Ratio | Management | For | For |
| 9 | Ratification of Management Board Acts | Management | For | For |
| 10 | Ratification of Supervisory Board Acts | Management | For | For |
| 11 | Elect Ingo Jeroen Uytdehaage to the Management Board | Management | For | For |
| 12 | Elect Mariette Bianca Swart to the Management Board | Management | For | For |
| 13 | Elect Brooke Nayden to the Management Board | Management | For | For |
| 14 | Elect Ethan Tandowsky to the Management Board | Management | For | For |
| 15 | Elect Pamela A. Joseph to the Supervisory Board | Management | For | For |
| 16 | Elect Joep van Beurden to the Supervisory Board | Management | For | For |
| 17 | Amendments to Articles | Management | For | For |
| 18 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 19 | Authority to Suppress Preemptive Rights | Management | For | For |
| 20 | Authority to Repurchase Shares | Management | For | For |
| 21 | Appointment of Auditor | Management | For | For |
| 22 | Non-Voting Agenda Item | Management | None | Do Not Vote |
| 23 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 24 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 25 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 26 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| AIRBNB INC
Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL |
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Ticker: ABNB
Security ID: 009066101 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Nathan Blecharczyk | Management | For | For |
| 2 | Elect Alfred Lin | Management | For | For |
| 3 | Ratification of Auditor | Management | For | For |
| 4 | Advisory Vote on Executive Compensation | Management | For | For |
| ALPHABET INC
Meeting Date: JUN 02, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL |
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Ticker: GOOGL
Security ID: 02079K305 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Larry Page | Management | for | For |
| 2 | Elect Sergey Brin | Management | for | For |
| 3 | Elect Sundar Pichai | Management | for | For |
| 4 | Elect John L. Hennessy | Management | for | For |
| 5 | Elect Frances H. Arnold | Management | for | For |
| 6 | Elect R. Martin Chavez | Management | for | For |
| 7 | Elect L. John Doerr | Management | for | For |
| 8 | Elect Roger W. Ferguson, Jr. | Management | for | For |
| 9 | Elect Ann Mather | Management | for | For |
| 10 | Elect K. Ram Shriram | Management | for | For |
| 11 | Elect Robin L. Washington | Management | for | For |
| 12 | Ratification of Auditor | Management | for | For |
| 13 | Amendment to the 2021 Stock Plan | Management | for | Against |
| 14 | Advisory Vote on Executive Compensation | Management | for | Against |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| 16 | Shareholder Proposal Regarding Lobbying Report | Shareholder | against | For |
| 17 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | Shareholder | against | Against |
| 18 | Shareholder Proposal Regarding Lobbying Activity Alignment with Climate Commitments and the Paris Agreement | Shareholder | against | For |
| 19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | Shareholder | against | For |
| 20 | Shareholder Proposal Regarding Report on Siting in Countries of Significant Human Rights Concern | Shareholder | against | For |
| 21 | Shareholder Proposal Regarding Human Rights Impact Assessment | Shareholder | against | For |
| 22 | Shareholder Proposal Regarding Algorithm Disclosures | Shareholder | against | Against |
| 23 | Shareholder Proposal Regarding Alignment of YouTube Policies With Legislation | Shareholder | against | For |
| 24 | Shareholder Proposal Regarding Content Governance Report | Shareholder | against | Against |
| 25 | Shareholder Proposal Regarding Assessment of Audit and Compliance Committee | Shareholder | against | For |
| 26 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | against | For |
| 27 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | Shareholder | against | Against |
| 28 | Shareholder Proposal Regarding Recapitalization | Shareholder | against | For |
| AMAZON.COM INC.
Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL |
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Ticker: AMZN
Security ID: 023135106 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jeffrey P. Bezos | Management | For | For |
| 2 | Elect Andrew R. Jassy | Management | For | For |
| 3 | Elect Keith B. Alexander | Management | For | For |
| 4 | Elect Edith W. Cooper | Management | For | For |
| 5 | Elect Jamie S. Gorelick | Management | For | For |
| 6 | Elect Daniel P. Huttenlocher | Management | For | For |
| 7 | Elect Judith A. McGrath | Management | For | For |
| 8 | Elect Indra K. Nooyi | Management | For | For |
| 9 | Elect Jonathan J. Rubinstein | Management | For | For |
| 10 | Elect Patricia Q. Stonesifer | Management | For | For |
| 11 | Elect Wendell P. Weeks | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Amendment to the 1997 Stock Incentive Plan | Management | For | For |
| 16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Report on Customer Due Diligence | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Report on Government Takedown Requests | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Just Transition Reporting | Shareholder | Against | For |
| 21 | Shareholder Proposal Regarding Report on Tax Transparency | Shareholder | Against | For |
| 22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | Shareholder | Against | Against |
| 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | Shareholder | Against | Against |
| 24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | Shareholder | Against | Against |
| 25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | Against | Against |
| 26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | Shareholder | Against | For |
| 27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | Shareholder | Against | Against |
| 28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | Shareholder | Against | Against |
| 29 | Shareholder Proposal Regarding Formation of Public Policy Committee | Shareholder | Against | Against |
| 30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | Shareholder | Against | Against |
| 31 | Shareholder Proposal Regarding Report on Working Conditions | Shareholder | Against | For |
| 32 | Shareholder Proposal Regarding Report on Plastic Packaging | Shareholder | Against | For |
| 33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | Shareholder | Against | For |
| APPLE INC
Meeting Date: MAR 10, 2023 Record Date: JAN 09, 2023 Meeting Type: ANNUAL |
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Ticker: AAPL
Security ID: 037833100 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect James A. Bell | Management | For | For |
| 2 | Elect Timothy D. Cook | Management | For | For |
| 3 | Elect Albert A. Gore | Management | For | For |
| 4 | Elect Alex Gorsky | Management | For | For |
| 5 | Elect Andrea Jung | Management | For | For |
| 6 | Elect Arthur D. Levinson | Management | For | For |
| 7 | Elect Monica C. Lozano | Management | For | For |
| 8 | Elect Ronald D. Sugar | Management | For | For |
| 9 | Elect Susan L. Wagner | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Against |
| 14 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Shareholder Engagement with the Board | Shareholder | Against | Against |
| 16 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | Shareholder | Against | Against |
| ASML HOLDING NV
Meeting Date: APR 26, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL |
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Ticker: ASML
Security ID: N07059210 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Remuneration Report | Management | For | For |
| 2 | Accounts and Reports | Management | For | Against |
| 3 | Allocation of Dividends | Management | For | For |
| 4 | Ratification of Management Board Acts | Management | For | For |
| 5 | Ratification of Supervisory Board Acts | Management | For | For |
| 6 | Long-Term Incentive Plan; Authority to Issue Shares | Management | For | For |
| 7 | Supervisory Board Remuneration Policy | Management | For | For |
| 8 | Supervisory Board Fees | Management | For | For |
| 9 | Elect Nils Andersen to the Supervisory Board | Management | For | For |
| 10 | Elect Jack P. de Kreij to the Supervisory Board | Management | For | For |
| 11 | Appointment of Auditor | Management | For | For |
| 12 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 13 | Authority to Suppress Preemptive Rights | Management | For | For |
| 14 | Authority to Repurchase Shares | Management | For | For |
| 15 | Cancellation of Shares | Management | For | For |
| ATLASSIAN CORPORATION PLC
Meeting Date: AUG 22, 2022 Record Date: JUN 24, 2022 Meeting Type: SPECIAL |
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Ticker: TEAM
Security ID: G06242111 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Effect Scheme of Arrangement | Management | For | For |
| ATLASSIAN CORPORATION PLC
Meeting Date: AUG 22, 2022 Record Date: JUN 24, 2022 Meeting Type: SPECIAL |
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|
Ticker: TEAM
Security ID: G06242104 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| CADENCE DESIGN SYSTEMS, INC.
Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL |
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Ticker: CDNS
Security ID: 127387108 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mark W. Adams | Management | For | For |
| 2 | Elect Ita M. Brennan | Management | For | For |
| 3 | Elect Lewis Chew | Management | For | For |
| 4 | Elect Anirudh Devgan | Management | For | For |
| 5 | Elect Mary L. Krakauer | Management | For | For |
| 6 | Elect Julia Liuson | Management | For | For |
| 7 | Elect James D. Plummer | Management | For | For |
| 8 | Elect Alberto Sangiovanni-Vincentelli | Management | For | For |
| 9 | Elect John B. Shoven | Management | For | For |
| 10 | Elect Young K. Sohn | Management | For | For |
| 11 | Amendment to the Omnibus Equity Incentive Plan | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Length of Share Ownership Required to Call Special Meetings | Shareholder | Against | Against |
| COSTCO WHOLESALE CORP
Meeting Date: JAN 19, 2023 Record Date: NOV 11, 2022 Meeting Type: ANNUAL |
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|
Ticker: COST
Security ID: 22160K105 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Susan L. Decker | Management | For | For |
| 2 | Elect Kenneth D. Denman | Management | For | For |
| 3 | Elect Richard A. Galanti | Management | For | For |
| 4 | Elect Hamilton E. James | Management | For | For |
| 5 | Elect W. Craig Jelinek | Management | For | For |
| 6 | Elect Sally Jewell | Management | For | For |
| 7 | Elect Charles T. Munger | Management | For | For |
| 8 | Elect Jeffrey S. Raikes | Management | For | For |
| 9 | Elect John W. Stanton | Management | For | For |
| 10 | Elect Ron M. Vachris | Management | For | For |
| 11 | Elect Mary Agnes Wilderotter | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | Shareholder | Against | Against |
| CROWDSTRIKE HOLDINGS INC
Meeting Date: JUN 21, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL |
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|
Ticker: CRWD
Security ID: 22788C105 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Johanna Flower | Management | For | For |
| 1.2 | Elect Denis J. O'Leary | Management | For | For |
| 1.3 | Elect Godfrey R. Sullivan | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| DEXCOM INC
Meeting Date: MAY 18, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL |
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|
Ticker: DXCM
Security ID: 252131107 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Steven R. Altman | Management | For | For |
| 2 | Elect Richard A. Collins | Management | For | For |
| 3 | Elect Karen M. Dahut | Management | For | For |
| 4 | Elect Mark G. Foletta | Management | For | For |
| 5 | Elect Barbara E. Kahn | Management | For | For |
| 6 | Elect Kyle Malady | Management | For | For |
| 7 | Elect Eric Topol | Management | For | For |
| 8 | Ratification of Auditor | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | For |
| 10 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 11 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | Shareholder | Against | Against |
| ESTEE LAUDER COS., INC.
Meeting Date: NOV 18, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL |
||||
|
Ticker: EL
Security ID: 518439104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ronald S. Lauder | Management | For | For |
| 2 | Elect William P. Lauder | Management | For | For |
| 3 | Elect Richard D. Parsons | Management | For | For |
| 4 | Elect Lynn Forester de Rothschild | Management | For | For |
| 5 | Elect Jennifer Tejada | Management | For | Withhold |
| 6 | Elect Richard F. Zannino | Management | For | For |
| 7 | Ratification of Auditor | Management | For | For |
| 8 | Advisory Vote on Executive Compensation | Management | For | Against |
| L`OREAL
Meeting Date: APR 21, 2023 Record Date: APR 18, 2023 Meeting Type: MIX |
||||
|
Ticker: N/A
Security ID: F58149133 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 3 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 4 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 5 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 6 | Accounts and Reports | Management | For | For |
| 7 | Consolidated Accounts and Reports | Management | For | For |
| 8 | Allocation of Profits/Dividends | Management | For | For |
| 9 | Elect Sophie Bellon | Management | For | For |
| 10 | Elect Fabienne Dulac | Management | For | Against |
| 11 | 2023 Directors' Fees | Management | For | For |
| 12 | 2022 Remuneration Report | Management | For | For |
| 13 | 2022 Remuneration of Jean-Paul Agon, Chair | Management | For | For |
| 14 | 2022 Remuneration of Nicolas Hieronimus, CEO | Management | For | For |
| 15 | 2023 Remuneration Policy (Board of Directors) | Management | For | For |
| 16 | 2023 Remuneration Policy (Chair) | Management | For | For |
| 17 | 2023 Remuneration Policy (CEO) | Management | For | For |
| 18 | Authority to Repurchase and Reissue Shares | Management | For | For |
| 19 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 20 | Authority to Increase Capital Through Capitalisations | Management | For | For |
| 21 | Authority to Increase Capital in Consideration for Contributions In Kind | Management | For | For |
| 22 | Employee Stock Purchase Plan | Management | For | For |
| 23 | Stock Purchase Plan for Overseas Employees | Management | For | For |
| 24 | Internal Spin-off (Affaires Marche France, Domaines d'Excellence and Luxury of Retail) | Management | For | For |
| 25 | Internal Spin-off (L'Oreal International Distribution) | Management | For | For |
| 26 | Authorisation of Legal Formalities | Management | For | For |
| 27 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 28 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 29 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 30 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| LILLY(ELI) & CO
Meeting Date: MAY 01, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: LLY
Security ID: 532457108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect William G. Kaelin, Jr. | Management | For | For |
| 2 | Elect David A. Ricks | Management | For | For |
| 3 | Elect Marschall S. Runge | Management | For | For |
| 4 | Elect Karen Walker | Management | For | For |
| 5 | Advisory Vote on Executive Compensation | Management | For | For |
| 6 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 7 | Ratification of Auditor | Management | For | For |
| 8 | Repeal of Classified Board | Management | For | For |
| 9 | Elimination of Supermajority Requirements | Management | For | For |
| 10 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 11 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | For |
| 12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | Shareholder | Against | Against |
| 13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | Shareholder | Against | Against |
| 14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Diversity and Inclusion Report | Shareholder | Against | Against |
| 16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | Shareholder | Against | Against |
| LULULEMON ATHLETICA INC.
Meeting Date: JUN 07, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: LULU
Security ID: 550021109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Michael Casey | Management | For | For |
| 2 | Elect Glenn Murphy | Management | For | For |
| 3 | Elect David M. Mussafer | Management | For | For |
| 4 | Elect Isabel Ge Mahe | Management | For | For |
| 5 | Ratification of Auditor | Management | For | For |
| 6 | Advisory Vote on Executive Compensation | Management | For | For |
| 7 | Frequency of Advisory Vote on Executive Compensation | Management | None | 1 Year |
| 8 | Approval of the 2023 Equity Incentive Plan | Management | For | For |
| LVMH MOET HENNESSY VUITTON SE
Meeting Date: APR 20, 2023 Record Date: APR 17, 2023 Meeting Type: MIX |
||||
|
Ticker: N/A
Security ID: F58485115 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 2 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 3 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 4 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 5 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 6 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 7 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 8 | Non-Voting Meeting Note | Management | None | Do Not Vote |
| 9 | Accounts and Reports | Management | For | For |
| 10 | Consolidated Accounts and Reports | Management | For | For |
| 11 | Allocation of Profits/Dividends | Management | For | For |
| 12 | Special Auditors Report on Regulated Agreements | Management | For | For |
| 13 | Elect Delphine Arnault | Management | For | For |
| 14 | Elect Antonio Belloni | Management | For | For |
| 15 | Elect Marie-Josee Kravis | Management | For | For |
| 16 | Elect Marie-Laure Sauty de Chalon | Management | For | For |
| 17 | Elect Natacha Valla | Management | For | For |
| 18 | Elect Laurent Mignon | Management | For | For |
| 19 | Elect Lord Powell of Bayswater as Censor | Management | For | Against |
| 20 | Elect Diego Della Valle as Censor | Management | For | Against |
| 21 | 2022 Remuneration Report | Management | For | Against |
| 22 | 2022 Remuneration of Bernard Arnault, Chair and CEO | Management | For | Against |
| 23 | 2022 Remuneration of Antonio Belloni, Deputy CEO | Management | For | Against |
| 24 | 2023 Remuneration Policy (Board of Directors) | Management | For | For |
| 25 | 2023 Remuneration Policy (Chair and CEO) | Management | For | Against |
| 26 | 2023 Remuneration Policy (Deputy CEO) | Management | For | Against |
| 27 | Authority to Repurchase and Reissue Shares | Management | For | For |
| 28 | Authority to Cancel Shares and Reduce Capital | Management | For | For |
| 29 | Authority to Increase Capital Through Capitalisations | Management | For | For |
| 30 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Management | For | For |
| 31 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Management | For | Against |
| 32 | Authority to Issue Shares and Convertible Debt Through Private Placement (Qualified Investors) | Management | For | Against |
| 33 | Greenshoe | Management | For | Against |
| 34 | Authority to Increase Capital in Case of Exchange Offers | Management | For | Against |
| 35 | Authority to Increase Capital in Consideration for Contributions In Kind | Management | For | Against |
| 36 | Authority to Grant Stock Options | Management | For | Against |
| 37 | Employee Stock Purchase Plan | Management | For | For |
| 38 | Global Ceiling on Capital Increases and Debt Issuances | Management | For | For |
| MASTERCARD INCORPORATED
Meeting Date: JUN 27, 2023 Record Date: APR 28, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: MA
Security ID: 57636Q104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Merit E. Janow | Management | For | For |
| 2 | Elect Candido Botelho Bracher | Management | For | For |
| 3 | Elect Richard K. Davis | Management | For | For |
| 4 | Elect Julius Genachowski | Management | For | For |
| 5 | Elect Choon Phong Goh | Management | For | For |
| 6 | Elect Oki Matsumoto | Management | For | For |
| 7 | Elect Michael Miebach | Management | For | For |
| 8 | Elect Youngme E. Moon | Management | For | For |
| 9 | Elect Rima Qureshi | Management | For | For |
| 10 | Elect Gabrielle Sulzberger | Management | For | For |
| 11 | Elect Harit Talwar | Management | For | For |
| 12 | Elect Lance Uggla | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Approval of the Employee Stock Purchase Plan | Management | For | For |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | Against | For |
| 21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MERCADOLIBRE INC
Meeting Date: JUN 07, 2023 Record Date: APR 11, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: MELI
Security ID: 58733R102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Susan L. Segal | Management | For | For |
| 1.2 | Elect Mario Eduardo Vazquez | Management | For | For |
| 1.3 | Elect Alejandro Nicolas Aguzin | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| MICROSOFT CORPORATION
Meeting Date: DEC 13, 2022 Record Date: OCT 12, 2022 Meeting Type: ANNUAL |
||||
|
Ticker: MSFT
Security ID: 594918104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Reid G. Hoffman | Management | For | For |
| 2 | Elect Hugh F. Johnston | Management | For | For |
| 3 | Elect Teri L. List | Management | For | For |
| 4 | Elect Satya Nadella | Management | For | For |
| 5 | Elect Sandra E. Peterson | Management | For | For |
| 6 | Elect Penny S. Pritzker | Management | For | For |
| 7 | Elect Carlos A. Rodriguez | Management | For | For |
| 8 | Elect Charles W. Scharf | Management | For | For |
| 9 | Elect John W. Stanton | Management | For | For |
| 10 | Elect John W. Thompson | Management | For | For |
| 11 | Elect Emma N. Walmsley | Management | For | For |
| 12 | Elect Padmasree Warrior | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | Shareholder | Against | Against |
| 16 | Shareholder Proposal Regarding Report on Hiring Practices | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Managing Climate Risk in Employee Retirement Options | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Report on Government Use of Technology | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Risks of Developing Military Weapons | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Report on Tax Transparency | Shareholder | Against | For |
| MOBILEYE GLOBAL INC
Meeting Date: JUN 14, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: MBLY
Security ID: 60741F104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Amnon Shashua | Management | For | For |
| 2 | Elect Patrick P. Gelsinger | Management | For | For |
| 3 | Elect Eyal Desheh | Management | For | For |
| 4 | Elect Jon M. Huntsman Jr. | Management | For | For |
| 5 | Elect Claire C. McCaskill | Management | For | For |
| 6 | Elect Christine Pambianchi | Management | For | For |
| 7 | Elect Frank D. Yeary | Management | For | For |
| 8 | Elect Saf Yeboah-Amankwah | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | Against |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| NETFLIX INC.
Meeting Date: JUN 01, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: NFLX
Security ID: 64110L106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mathias Dopfner | Management | For | For |
| 2 | Elect Reed Hastings | Management | For | For |
| 3 | Elect Jay Hoag | Management | For | For |
| 4 | Elect Ted Sarandos | Management | For | For |
| 5 | Ratification of Auditor | Management | For | For |
| 6 | Advisory Vote on Executive Compensation | Management | For | For |
| 7 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 8 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | Against |
| 9 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | Shareholder | Against | Against |
| 10 | Shareholder Proposal Regarding Report on Climate Risk in Employee Retirement Default Options | Shareholder | Against | Against |
| 11 | Shareholder Proposal Regarding Policy on Freedom of Association | Shareholder | Against | Against |
| NIKE, INC.
Meeting Date: SEP 09, 2022 Record Date: JUL 08, 2022 Meeting Type: ANNUAL |
||||
|
Ticker: NKE
Security ID: 654106103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Alan B. Graf, Jr. | Management | For | For |
| 2 | Elect Peter B. Henry | Management | For | For |
| 3 | Elect Michelle A. Peluso | Management | For | For |
| 4 | Advisory Vote on Executive Compensation | Management | For | For |
| 5 | Ratification of Auditor | Management | For | For |
| 6 | Amendment to the Employee Stock Purchase Plan | Management | For | For |
| 7 | Shareholder Proposal Regarding Policy to Pause Sourcing of Raw Materials from China | Shareholder | Against | Against |
| NVIDIA CORP
Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: NVDA
Security ID: 67066G104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Robert K. Burgess | Management | For | For |
| 2 | Elect Tench Coxe | Management | For | For |
| 3 | Elect John O. Dabiri | Management | For | For |
| 4 | Elect Persis S. Drell | Management | For | For |
| 5 | Elect Jen-Hsun Huang | Management | For | For |
| 6 | Elect Dawn Hudson | Management | For | For |
| 7 | Elect Harvey C. Jones | Management | For | For |
| 8 | Elect Michael G. McCaffery | Management | For | For |
| 9 | Elect Stephen C. Neal | Management | For | For |
| 10 | Elect Mark L. Perry | Management | For | For |
| 11 | Elect A. Brooke Seawell | Management | For | For |
| 12 | Elect Aarti Shah | Management | For | For |
| 13 | Elect Mark A. Stevens | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| SNOWFLAKE INC
Meeting Date: JUL 07, 2022 Record Date: MAY 13, 2022 Meeting Type: ANNUAL |
||||
|
Ticker: SNOW
Security ID: 833445109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kelly A. Kramer | Management | For | For |
| 2 | Elect Frank Slootman | Management | For | For |
| 3 | Elect Michael L. Speiser | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 5 | Ratification of Auditor | Management | For | For |
| T-MOBILE US INC
Meeting Date: JUN 16, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: TMUS
Security ID: 872590104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Andre Almeida | Management | For | For |
| 1.2 | Elect Marcelo Claure | Management | For | For |
| 1.3 | Elect Srikant M. Datar | Management | For | For |
| 1.4 | Elect Srinivasan Gopalan | Management | For | For |
| 1.5 | Elect Timotheus Hottges | Management | For | For |
| 1.6 | Elect Christian P. Illek | Management | For | For |
| 1.7 | Elect Raphael Kubler | Management | For | For |
| 1.8 | Elect Thorsten Langheim | Management | For | For |
| 1.9 | Elect Dominique Leroy | Management | For | For |
| 1.10 | Elect Letitia A. Long | Management | For | For |
| 1.11 | Elect G. Michael Sievert | Management | For | For |
| 1.12 | Elect Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Kelvin R. Westbrook | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| 5 | Approval of the 2023 Incentive Award Plan | Management | For | For |
| 6 | Amendment to the 2014 Employee Stock Purchase Plan | Management | For | For |
| TESLA INC
Meeting Date: AUG 04, 2022 Record Date: JUN 06, 2022 Meeting Type: ANNUAL |
||||
|
Ticker: TSLA
Security ID: 88160R101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ira Ehrenpreis | Management | For | For |
| 2 | Elect Kathleen Wilson-Thompson | Management | For | For |
| 3 | Reduce Director Terms from Three Years to Two Years | Management | For | For |
| 4 | Elimination of Supermajority Requirement | Management | For | For |
| 5 | Increase in Authorized Common Stock | Management | For | For |
| 6 | Ratification of Auditor | Management | For | For |
| 7 | Shareholder Proposal Regarding Proxy Access | Shareholder | Against | Against |
| 8 | Shareholder Proposal Regarding Report on Effectiveness of Workplace Sexual Harassment and Discrimination Policies | Shareholder | Against | Against |
| 9 | Shareholder Proposal Regarding Board Diversity Aligned with Customer Base and Regional Operations | Shareholder | Against | Against |
| 10 | Shareholder Proposal Regarding Report on The Impact of Mandatory Arbitration Policies | Shareholder | Against | Against |
| 11 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | Shareholder | Against | Against |
| 12 | Shareholder Proposal Regarding Policy on Freedom of Association | Shareholder | Against | Against |
| 13 | Shareholder Proposal Regarding Report on Ending Child Labor | Shareholder | Against | Against |
| 14 | Shareholder Proposal Regarding Water Risk Exposure | Shareholder | Against | Against |
| TESLA INC
Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: TSLA
Security ID: 88160R101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Elon Musk | Management | For | For |
| 2 | Elect Robyn M. Denholm | Management | For | For |
| 3 | Elect J.B. Straubel | Management | For | For |
| 4 | Advisory Vote on Executive Compensation | Management | For | For |
| 5 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 3 Years |
| 6 | Ratification of Auditor | Management | For | For |
| 7 | Shareholder Proposal Regarding Key Person Risk Report | Shareholder | Against | Against |
| THERMO FISHER SCIENTIFIC INC.
Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: TMO
Security ID: 883556102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Marc N. Casper | Management | For | For |
| 2 | Elect Nelson J. Chai | Management | For | For |
| 3 | Elect Ruby R. Chandy | Management | For | For |
| 4 | Elect C. Martin Harris | Management | For | For |
| 5 | Elect Tyler Jacks | Management | For | For |
| 6 | Elect R. Alexandra Keith | Management | For | For |
| 7 | Elect James C. Mullen | Management | For | For |
| 8 | Elect Lars R. Sorensen | Management | For | For |
| 9 | Elect Debora L. Spar | Management | For | For |
| 10 | Elect Scott M. Sperling | Management | For | For |
| 11 | Elect Dion J. Weisler | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Amendment to the 2013 Stock Incentive Plan | Management | For | For |
| 16 | Approval of the 2023 Employee Stock Purchase Plan | Management | For | For |
| UNITEDHEALTH GROUP INC
Meeting Date: JUN 05, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: UNH
Security ID: 91324P102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Timothy P. Flynn | Management | For | For |
| 2 | Elect Paul R. Garcia | Management | For | For |
| 3 | Elect Kristen Gil | Management | For | For |
| 4 | Elect Stephen J. Hemsley | Management | For | For |
| 5 | Elect Michele J. Hooper | Management | For | For |
| 6 | Elect F. William McNabb, III | Management | For | For |
| 7 | Elect Valerie C. Montgomery Rice | Management | For | For |
| 8 | Elect John H. Noseworthy | Management | For | For |
| 9 | Elect Andrew Witty | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Against |
| 14 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| VERTEX PHARMACEUTICALS, INC.
Meeting Date: MAY 17, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: VRTX
Security ID: 92532F100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Sangeeta N. Bhatia | Management | For | For |
| 2 | Elect Lloyd A. Carney | Management | For | For |
| 3 | Elect Alan M. Garber | Management | For | For |
| 4 | Elect Terrence C. Kearney | Management | For | For |
| 5 | Elect Reshma Kewalramani | Management | For | For |
| 6 | Elect Jeffrey M. Leiden | Management | For | For |
| 7 | Elect Diana L. McKenzie | Management | For | For |
| 8 | Elect Bruce I. Sachs | Management | For | For |
| 9 | Elect Suketu Upadhyay | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
PGIM Quant Solutions Large-Cap Value Fund - Subadviser: PGIM Quantitative Solutions LLC
| ABBOTT LABORATORIES
Meeting Date: APR 28, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: ABT
Security ID: 002824100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Robert J. Alpern | Management | For | For |
| 2 | Elect Claire Babineaux-Fontenot | Management | For | For |
| 3 | Elect Sally E. Blount | Management | For | For |
| 4 | Elect Robert B. Ford | Management | For | For |
| 5 | Elect Paola Gonzalez | Management | For | For |
| 6 | Elect Michelle A. Kumbier | Management | For | For |
| 7 | Elect Darren W. McDew | Management | For | For |
| 8 | Elect Nancy McKinstry | Management | For | For |
| 9 | Elect Michael G. O'Grady | Management | For | For |
| 10 | Elect Michael F. Roman | Management | For | For |
| 11 | Elect Daniel J. Starks | Management | For | For |
| 12 | Elect John G. Stratton | Management | For | Against |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 19 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | Shareholder | Against | For |
| AFLAC INCORPORATED
Meeting Date: MAY 01, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: AFL
Security ID: 001055102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Daniel P. Amos | Management | For | For |
| 2 | Elect W. Paul Bowers | Management | For | For |
| 3 | Elect Arthur R. Collins | Management | For | For |
| 4 | Elect Miwako Hosoda | Management | For | For |
| 5 | Elect Thomas J. Kenny | Management | For | For |
| 6 | Elect Georgette D. Kiser | Management | For | For |
| 7 | Elect Karole F. Lloyd | Management | For | For |
| 8 | Elect Nobuchika Mori | Management | For | For |
| 9 | Elect Joseph L. Moskowitz | Management | For | For |
| 10 | Elect Barbara K. Rimer | Management | For | For |
| 11 | Elect Katherine T. Rohrer | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| AGNC INVESTMENT CORP.
Meeting Date: APR 20, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: AGNC
Security ID: 00123Q104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Donna J. Blank | Management | For | For |
| 2 | Elect Morris A. Davis | Management | For | For |
| 3 | Elect Peter J. Federico | Management | For | For |
| 4 | Elect John D. Fisk | Management | For | For |
| 5 | Elect Andrew A. Johnson, Jr. | Management | For | For |
| 6 | Elect Gary D. Kain | Management | For | For |
| 7 | Elect Prue B. Larocca | Management | For | For |
| 8 | Elect Paul E. Mullings | Management | For | For |
| 9 | Elect Frances R Spark | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Elimination of Supermajority Requirement to Amend Certain Provisions of the Certificate | Management | For | For |
| 14 | Elimination of Supermajority Requirement to Amend the Bylaws | Management | For | For |
| 15 | Elimination of Supermajority Requirement to Remove Directors | Management | For | For |
| AIR LEASE CORPORATION
Meeting Date: MAY 03, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: AL
Security ID: 00912X302 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Matthew J. Hart | Management | For | For |
| 2 | Elect Yvette Hollingsworth Clark | Management | For | For |
| 3 | Elect Cheryl Gordon Krongard | Management | For | Against |
| 4 | Elect Marshall O. Larsen | Management | For | Against |
| 5 | Elect Susan McCaw | Management | For | Against |
| 6 | Elect Robert A. Milton | Management | For | Against |
| 7 | Elect John L. Plueger | Management | For | For |
| 8 | Elect Ian M. Saines | Management | For | For |
| 9 | Elect Steven F. Udvar-Hazy | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Approval of the 2023 Equity Incentive Plan | Management | For | Against |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| ALEXANDRIA REAL ESTATE EQUITIES, INC.
Meeting Date: MAY 16, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: ARE
Security ID: 015271109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Joel S. Marcus | Management | For | Against |
| 2 | Elect Steven R. Hash | Management | For | Against |
| 3 | Elect James P. Cain | Management | For | Against |
| 4 | Elect Cynthia L. Feldmann | Management | For | For |
| 5 | Elect Maria C. Freire | Management | For | For |
| 6 | Elect Richard H. Klein | Management | For | Against |
| 7 | Elect Michael A. Woronoff | Management | For | For |
| 8 | Advisory Vote on Executive Compensation | Management | For | Against |
| 9 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 10 | Ratification of Auditor | Management | For | For |
| ALLY FINANCIAL INC.
Meeting Date: MAY 03, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: ALLY
Security ID: 36186C202 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Franklin W. Hobbs | Management | For | For |
| 2 | Elect Kenneth J. Bacon | Management | For | For |
| 3 | Elect William H. Cary | Management | For | For |
| 4 | Elect Mayree C. Clark | Management | For | For |
| 5 | Elect Kim S. Fennebresque | Management | For | For |
| 6 | Elect Melissa Goldman | Management | For | For |
| 7 | Elect Marjorie Magner | Management | For | For |
| 8 | Elect David Reilly | Management | For | For |
| 9 | Elect Brian H. Sharples | Management | For | For |
| 10 | Elect Michael F. Steib | Management | For | For |
| 11 | Elect Jeffrey J. Brown | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Ratification of Auditor | Management | For | For |
| ALPHABET INC.
Meeting Date: JUN 02, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: GOOGL
Security ID: 02079K305 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Larry Page | Management | For | For |
| 2 | Elect Sergey Brin | Management | For | For |
| 3 | Elect Sundar Pichai | Management | For | For |
| 4 | Elect John L. Hennessy | Management | For | For |
| 5 | Elect Frances H. Arnold | Management | For | For |
| 6 | Elect R. Martin Chavez | Management | For | For |
| 7 | Elect L. John Doerr | Management | For | Against |
| 8 | Elect Roger W. Ferguson, Jr. | Management | For | For |
| 9 | Elect Ann Mather | Management | For | For |
| 10 | Elect K. Ram Shriram | Management | For | For |
| 11 | Elect Robin L. Washington | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Amendment to the 2021 Stock Plan | Management | For | Against |
| 14 | Advisory Vote on Executive Compensation | Management | For | Against |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| 16 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 17 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Lobbying Activity Alignment with Climate Commitments and the Paris Agreement | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Report on Siting in Countries of Significant Human Rights Concern | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Human Rights Impact Assessment | Shareholder | Against | For |
| 22 | Shareholder Proposal Regarding Algorithm Disclosures | Shareholder | Against | For |
| 23 | Shareholder Proposal Regarding Alignment of YouTube Policies With Legislation | Shareholder | Against | For |
| 24 | Shareholder Proposal Regarding Content Governance Report | Shareholder | Against | Against |
| 25 | Shareholder Proposal Regarding Assessment of Audit and Compliance Committee | Shareholder | Against | For |
| 26 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | Against | For |
| 27 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | Shareholder | Against | Against |
| 28 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | For |
| AMERICAN ELECTRIC POWER COMPANY, INC.
Meeting Date: APR 25, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: AEP
Security ID: 025537101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Nicholas K. Akins | Management | For | For |
| 2 | Elect J. Barnie Beasley, Jr. | Management | For | For |
| 3 | Elect Benjamin G.S. Fowke III | Management | For | For |
| 4 | Elect Art A. Garcia | Management | For | For |
| 5 | Elect Linda A. Goodspeed | Management | For | For |
| 6 | Elect Donna A. James | Management | For | For |
| 7 | Elect Sandra Beach Lin | Management | For | For |
| 8 | Elect Margaret M. McCarthy | Management | For | For |
| 9 | Elect Oliver G. Richard, III | Management | For | For |
| 10 | Elect Daryl Roberts | Management | For | For |
| 11 | Elect Julia A. Sloat | Management | For | For |
| 12 | Elect Sara Martinez Tucker | Management | For | For |
| 13 | Elect Lewis Von Thaer | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Elimination of Supermajority Requirement | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | For |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| AMERICAN INTERNATIONAL GROUP, INC.
Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: AIG
Security ID: 026874784 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Paola Bergamaschi Broyd | Management | For | For |
| 2 | Elect James Cole, Jr. | Management | For | For |
| 3 | Elect W. Don Cornwell | Management | For | For |
| 4 | Elect Linda A. Mills | Management | For | For |
| 5 | Elect Diana M. Murphy | Management | For | For |
| 6 | Elect Peter R. Porrino | Management | For | For |
| 7 | Elect John G. Rice | Management | For | For |
| 8 | Elect Therese M. Vaughan | Management | For | For |
| 9 | Elect Vanessa A. Wittman | Management | For | For |
| 10 | Elect Peter S. Zaffino | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| ANALOG DEVICES, INC.
Meeting Date: MAR 08, 2023 Record Date: JAN 03, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: ADI
Security ID: 032654105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Vincent Roche | Management | For | For |
| 2 | Elect James A. Champy | Management | For | For |
| 3 | Elect Andre Andonian | Management | For | For |
| 4 | Elect Anantha P. Chandrakasan | Management | For | For |
| 5 | Elect Edward H. Frank | Management | For | For |
| 6 | Elect Laurie H. Glimcher | Management | For | For |
| 7 | Elect Karen M. Golz | Management | For | For |
| 8 | Elect Mercedes Johnson | Management | For | For |
| 9 | Elect Kenton J. Sicchitano | Management | For | For |
| 10 | Elect Ray Stata | Management | For | For |
| 11 | Elect Susie Wee | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| ANNALY CAPITAL MANAGEMENT, INC.
Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: NLY
Security ID: 035710839 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Francine J. Bovich | Management | For | For |
| 2 | Elect David L. Finkelstein | Management | For | For |
| 3 | Elect Thomas Hamilton | Management | For | For |
| 4 | Elect Kathy Hopinkah Hannan | Management | For | For |
| 5 | Elect Michael Haylon | Management | For | For |
| 6 | Elect Martin Laguerre | Management | For | For |
| 7 | Elect Eric A. Reeves | Management | For | For |
| 8 | Elect John H. Schaefer | Management | For | For |
| 9 | Elect Glenn A. Votek | Management | For | For |
| 10 | Elect Vicki Williams | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Decrease in Authorized Common Stock | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | For |
| ANTERO RESOURCES CORPORATION
Meeting Date: JUN 06, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: AR
Security ID: 03674X106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Paul M. Rady | Management | For | For |
| 1.2 | Elect Thomas B. Tyree, Jr | Management | For | For |
| 1.3 | Elect Brenda R. Schroer | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | Against |
| 4 | Amendment to Articles to Reflect Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| ARCHER-DANIELS-MIDLAND COMPANY
Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: ADM
Security ID: 039483102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Michael S. Burke | Management | For | For |
| 2 | Elect Theodore Colbert | Management | For | For |
| 3 | Elect James C. Collins Jr. | Management | For | For |
| 4 | Elect Terrell K. Crews | Management | For | For |
| 5 | Elect Ellen de Brabander | Management | For | For |
| 6 | Elect Suzan F. Harrison | Management | For | For |
| 7 | Elect Juan R. Luciano | Management | For | For |
| 8 | Elect Patrick J. Moore | Management | For | For |
| 9 | Elect Debra A. Sandler | Management | For | For |
| 10 | Elect Lei Z. Schlitz | Management | For | For |
| 11 | Elect Kelvin R. Westbrook | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| ASSURED GUARANTY LTD.
Meeting Date: MAY 03, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: AGO
Security ID: G0585R106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Francisco L. Borges | Management | For | For |
| 2 | Elect G. Lawrence Buhl | Management | For | Against |
| 3 | Elect Dominic J. Frederico | Management | For | For |
| 4 | Elect Bonnie L. Howard | Management | For | Against |
| 5 | Elect Thomas W. Jones | Management | For | Against |
| 6 | Elect Patrick W. Kenny | Management | For | Against |
| 7 | Elect Alan J. Kreczko | Management | For | For |
| 8 | Elect Simon W. Leathes | Management | For | For |
| 9 | Elect Yukiko Omura | Management | For | For |
| 10 | Elect Lorin P.T. Radtke | Management | For | For |
| 11 | Elect Courtney C. Shea | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Amendment to the Employee Stock Purchase Plan | Management | For | For |
| 15 | Ratification of Auditor and Authority to Set Fees | Management | For | For |
| 16 | Elect Robert A. Bailenson | Management | For | For |
| 17 | Elect Gary Burnet | Management | For | For |
| 18 | Elect Ling Chow | Management | For | For |
| 19 | Elect Stephen Donnarumma | Management | For | For |
| 20 | Elect Dominic J. Frederico | Management | For | For |
| 21 | Elect Darrin Futter | Management | For | For |
| 22 | Elect Jorge Gana | Management | For | For |
| 23 | Elect Holly L. Horn | Management | For | For |
| 24 | Elect Walter A. Scott | Management | For | For |
| 25 | Ratification of Subsidiary Auditor | Management | For | For |
| AT&T INC.
Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: T
Security ID: 00206R102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Scott T. Ford | Management | For | For |
| 2 | Elect Glenn H. Hutchins | Management | For | For |
| 3 | Elect William E. Kennard | Management | For | For |
| 4 | Elect Stephen J. Luczo | Management | For | For |
| 5 | Elect Michael B. McCallister | Management | For | For |
| 6 | Elect Beth E. Mooney | Management | For | For |
| 7 | Elect Matthew K. Rose | Management | For | For |
| 8 | Elect John T. Stankey | Management | For | For |
| 9 | Elect Cindy B. Taylor | Management | For | For |
| 10 | Elect Luis A. Ubinas | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | For |
| AVNET, INC.
Meeting Date: NOV 17, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL |
||||
|
Ticker: AVT
Security ID: 053807103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Rodney C. Adkins | Management | For | For |
| 2 | Elect Carlo Bozotti | Management | For | For |
| 3 | Elect Brenda C. Freeman | Management | For | For |
| 4 | Elect Philip R. Gallagher | Management | For | For |
| 5 | Elect Jo Ann Jenkins | Management | For | For |
| 6 | Elect Oleg Khaykin | Management | For | For |
| 7 | Elect James A. Lawrence | Management | For | For |
| 8 | Elect Ernest E. Maddock | Management | For | For |
| 9 | Elect Avid Modjtabai | Management | For | For |
| 10 | Elect Adalio T. Sanchez | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| AXIS CAPITAL HOLDINGS LIMITED
Meeting Date: MAY 04, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: AXS
Security ID: G0692U109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect W. Marston Becker | Management | For | For |
| 2 | Elect Michael Millegan | Management | For | For |
| 3 | Elect Thomas C. Ramey | Management | For | For |
| 4 | Elect Lizabeth H. Zlatkus | Management | For | For |
| 5 | Advisory Vote on Executive Compensation | Management | For | Against |
| 6 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 7 | Amendment to the 2017 Long-Term Equity Compensation Plan | Management | For | For |
| 8 | Ratification of Auditor and Authority to Set Fees | Management | For | For |
| BANK OF AMERICA CORPORATION
Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: BAC
Security ID: 060505583 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Sharon L. Allen | Management | For | For |
| 2 | Elect Jose E. Almeida | Management | For | For |
| 3 | Elect Frank P. Bramble, Sr. | Management | For | For |
| 4 | Elect Pierre J. P. de Weck | Management | For | For |
| 5 | Elect Arnold W. Donald | Management | For | For |
| 6 | Elect Linda P. Hudson | Management | For | For |
| 7 | Elect Monica C. Lozano | Management | For | For |
| 8 | Elect Brian T. Moynihan | Management | For | For |
| 9 | Elect Lionel L. Nowell, III | Management | For | For |
| 10 | Elect Denise L. Ramos | Management | For | For |
| 11 | Elect Clayton S. Rose | Management | For | For |
| 12 | Elect Michael D. White | Management | For | For |
| 13 | Elect Thomas D. Woods | Management | For | For |
| 14 | Elect Maria T. Zuber | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | Against |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 17 | Ratification of Auditor | Management | For | For |
| 18 | Amendment to the Bank of America Corporation Equity Plan | Management | For | For |
| 19 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Report on Absolute GHG Targets and Alignment with Paris Agreement | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | Shareholder | Against | Against |
| 23 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| 24 | Shareholder Proposal Regarding a Racial Equity Audit | Shareholder | Against | For |
| BANK OZK
Meeting Date: MAY 08, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: OZK
Security ID: 06417N103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Nicholas Brown | Management | For | For |
| 2 | Elect Paula H.J. Cholmondeley | Management | For | For |
| 3 | Elect Beverly Cole | Management | For | For |
| 4 | Elect Robert East | Management | For | For |
| 5 | Elect Kathleen Franklin | Management | For | For |
| 6 | Elect Jeffrey J. Gearhart | Management | For | For |
| 7 | Elect George Gleason | Management | For | For |
| 8 | Elect Peter Kenny | Management | For | For |
| 9 | Elect William A. Koefoed, Jr. | Management | For | For |
| 10 | Elect Elizabeth Musico | Management | For | For |
| 11 | Elect Christopher Orndorff | Management | For | For |
| 12 | Elect Steven Sadoff | Management | For | For |
| 13 | Elect Ross Whipple | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| BECTON, DICKINSON AND COMPANY
Meeting Date: JAN 24, 2023 Record Date: DEC 05, 2022 Meeting Type: ANNUAL |
||||
|
Ticker: BDX
Security ID: 075887109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect William M. Brown | Management | For | For |
| 2 | Elect Catherine M. Burzik | Management | For | For |
| 3 | Elect Carrie L. Byington | Management | For | For |
| 4 | Elect R. Andrew Eckert | Management | For | For |
| 5 | Elect Claire M. Fraser | Management | For | For |
| 6 | Elect Jeffrey W. Henderson | Management | For | For |
| 7 | Elect Christopher Jones | Management | For | For |
| 8 | Elect Marshall O. Larsen | Management | For | For |
| 9 | Elect Thomas E. Polen | Management | For | For |
| 10 | Elect Timothy M. Ring | Management | For | For |
| 11 | Elect Bertram L. Scott | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Amendment to the 2004 Employee and Director Equity-Based Compensation Plan | Management | For | For |
| 16 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | For |
| BERKSHIRE HATHAWAY INC.
Meeting Date: MAY 06, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: BRKA
Security ID: 084670702 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Warren E. Buffett | Management | For | Withhold |
| 1.2 | Elect Charles T. Munger | Management | For | Withhold |
| 1.3 | Elect Gregory E. Abel | Management | For | Withhold |
| 1.4 | Elect Howard G. Buffett | Management | For | Withhold |
| 1.5 | Elect Susan A. Buffett | Management | For | Withhold |
| 1.6 | Elect Stephen B. Burke | Management | For | For |
| 1.7 | Elect Kenneth I. Chenault | Management | For | For |
| 1.8 | Elect Christopher C. Davis | Management | For | For |
| 1.9 | Elect Susan L. Decker | Management | For | Withhold |
| 1.10 | Elect Charlotte Guyman | Management | For | For |
| 1.11 | Elect Ajit Jain | Management | For | Withhold |
| 1.12 | Elect Thomas S. Murphy, Jr. | Management | For | For |
| 1.13 | Elect Ronald L. Olson | Management | For | Withhold |
| 1.14 | Elect Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Meryl B. Witmer | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| 4 | Shareholder Proposal Regarding Climate Report | Shareholder | Against | For |
| 5 | Shareholder Proposal Regarding Disclosure and Oversight of Climate Change Risks | Shareholder | Against | For |
| 6 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | Shareholder | Against | For |
| 7 | Shareholder Proposal Regarding Diversity and Inclusion Report | Shareholder | Against | For |
| 8 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 9 | Shareholder Proposal Regarding Public Positions on Political Speech | Shareholder | Against | Against |
| BIOGEN INC.
Meeting Date: JUN 26, 2023 Record Date: APR 20, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: BIIB
Security ID: 09062X103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Alexander J. Denner | Management | For | For |
| 2 | Elect Caroline D. Dorsa | Management | For | For |
| 3 | Elect Maria C. Freire | Management | For | For |
| 4 | Elect William A. Hawkins | Management | For | For |
| 5 | Elect William D. Jones | Management | For | For |
| 6 | Elect Jesus B. Mantas | Management | For | For |
| 7 | Elect Richard C. Mulligan | Management | For | For |
| 8 | Elect Eric K. Rowinsky | Management | For | For |
| 9 | Elect Stephen A. Sherwin | Management | For | For |
| 10 | Elect Christopher A. Viehbacher | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Elect Susan K. Langer | Management | For | For |
| BLACKROCK, INC.
Meeting Date: MAY 24, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: BLK
Security ID: 09247X101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Bader M. Alsaad | Management | For | For |
| 2 | Elect Pamela Daley | Management | For | For |
| 3 | Elect Laurence D. Fink | Management | For | For |
| 4 | Elect William E. Ford | Management | For | For |
| 5 | Elect Fabrizio Freda | Management | For | For |
| 6 | Elect Murry S. Gerber | Management | For | For |
| 7 | Elect Margaret Peggy L. Johnson | Management | For | For |
| 8 | Elect Robert S. Kapito | Management | For | For |
| 9 | Elect Cheryl D. Mills | Management | For | For |
| 10 | Elect Gordon M. Nixon | Management | For | For |
| 11 | Elect Kristin C. Peck | Management | For | For |
| 12 | Elect Charles H. Robbins | Management | For | For |
| 13 | Elect Marco Antonio Slim Domit | Management | For | For |
| 14 | Elect Hans E. Vestberg | Management | For | For |
| 15 | Elect Susan L. Wagner | Management | For | For |
| 16 | Elect Mark Wilson | Management | For | For |
| 17 | Advisory Vote on Executive Compensation | Management | For | Against |
| 18 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 19 | Ratification of Auditor | Management | For | For |
| 20 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Report on Pension Fund Clients Investment Returns | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Report on Material Risks of iShares ETF | Shareholder | Against | Against |
| BORGWARNER INC.
Meeting Date: APR 26, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: BWA
Security ID: 099724106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Sara A. Greenstein | Management | For | For |
| 2 | Elect Michael S. Hanley | Management | For | For |
| 3 | Elect Frederic B. Lissalde | Management | For | For |
| 4 | Elect Shaun E. McAlmont | Management | For | For |
| 5 | Elect Deborah D. McWhinney | Management | For | For |
| 6 | Elect Alexis P. Michas | Management | For | For |
| 7 | Elect Sailaja K. Shankar | Management | For | For |
| 8 | Elect Hau N. Thai-Tang | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | For |
| 10 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Approval of the 2023 Stock Incentive Plan | Management | For | Against |
| 13 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | For |
| 14 | Shareholder Proposal Regarding Just Transition Reporting | Shareholder | Against | For |
| BRIGHTHOUSE FINANCIAL, INC.
Meeting Date: JUN 08, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: BHF
Security ID: 10922N103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Phillip V. Bancroft | Management | For | For |
| 2 | Elect Irene Chang Britt | Management | For | For |
| 3 | Elect C. Edward Chaplin | Management | For | For |
| 4 | Elect Stephen C. Hooley | Management | For | For |
| 5 | Elect Carol D. Juel | Management | For | For |
| 6 | Elect Eileen A. Mallesch | Management | For | For |
| 7 | Elect Diane E. Offereins | Management | For | For |
| 8 | Elect Eric T. Steigerwalt | Management | For | For |
| 9 | Elect Paul M. Wetzel | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Elimination of Supermajority Requirement | Management | For | For |
| 13 | Amendment to Articles to Limit the Liability of Certain Officers | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY
Meeting Date: MAY 02, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: BMY
Security ID: 110122108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Peter J. Arduini | Management | For | For |
| 2 | Elect Deepak L. Bhatt | Management | For | For |
| 3 | Elect Giovanni Caforio | Management | For | For |
| 4 | Elect Julia A. Haller | Management | For | For |
| 5 | Elect Manuel Hidalgo Medina | Management | For | For |
| 6 | Elect Paula A. Price | Management | For | For |
| 7 | Elect Derica W. Rice | Management | For | For |
| 8 | Elect Theodore R. Samuels, II | Management | For | For |
| 9 | Elect Gerald Storch | Management | For | For |
| 10 | Elect Karen H. Vousden | Management | For | For |
| 11 | Elect Phyllis R. Yale | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Non-Discrimination Audit | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | Shareholder | Against | Against |
| CAPITAL ONE FINANCIAL CORPORATION
Meeting Date: MAY 04, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: COF
Security ID: 14040H105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Richard D. Fairbank | Management | For | For |
| 2 | Elect Ime Archibong | Management | For | For |
| 3 | Elect Christine R. Detrick | Management | For | For |
| 4 | Elect Ann Fritz Hackett | Management | For | For |
| 5 | Elect Peter Thomas Killalea | Management | For | For |
| 6 | Elect Eli Leenaars | Management | For | For |
| 7 | Elect Francois Locoh-Donou | Management | For | For |
| 8 | Elect Peter E. Raskind | Management | For | For |
| 9 | Elect Eileen M. Serra | Management | For | For |
| 10 | Elect Mayo A. Shattuck III | Management | For | For |
| 11 | Elect Bradford H. Warner | Management | For | For |
| 12 | Elect Craig Anthony Williams | Management | For | For |
| 13 | Elimination of Supermajority Requirement | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Amendment to the 2004 Stock Incentive Plan | Management | For | For |
| 17 | Ratification of Auditor | Management | For | For |
| 18 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | Shareholder | Against | Against |
| CENTENE CORPORATION
Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: CNC
Security ID: 15135B101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jessica L. Blume | Management | For | For |
| 2 | Elect Kenneth A. Burdick | Management | For | For |
| 3 | Elect Christopher J. Coughlin | Management | For | Against |
| 4 | Elect H. James Dallas | Management | For | For |
| 5 | Elect Wayne S. DeVeydt | Management | For | For |
| 6 | Elect Frederick H. Eppinger | Management | For | For |
| 7 | Elect Monte E. Ford | Management | For | For |
| 8 | Elect Sarah M. London | Management | For | For |
| 9 | Elect Lori J. Robinson | Management | For | For |
| 10 | Elect Theodore R. Samuels, II | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| 15 | Shareholder Proposal Regarding Report on Linking Executive Pay to Maternal Morbidity Metrics | Shareholder | Against | Against |
| CHESAPEAKE ENERGY CORPORATION
Meeting Date: JUN 08, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: CHK
Security ID: 165167735 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Domenic J. Dell'Osso, Jr. | Management | For | For |
| 2 | Elect Timothy S. Duncan | Management | For | For |
| 3 | Elect Benjamin C. Duster, IV | Management | For | For |
| 4 | Elect Sarah A. Emerson | Management | For | For |
| 5 | Elect Matthew Gallagher | Management | For | For |
| 6 | Elect Brian Steck | Management | For | For |
| 7 | Elect Michael A. Wichterich | Management | For | For |
| 8 | Advisory Vote on Executive Compensation | Management | For | For |
| 9 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 10 | Ratification of Auditor | Management | For | For |
| CHEVRON CORPORATION
Meeting Date: MAY 31, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL |
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|
Ticker: CVX
Security ID: 166764100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Wanda M. Austin | Management | For | For |
| 2 | Elect John B. Frank | Management | For | Against |
| 3 | Elect Alice P. Gast | Management | For | For |
| 4 | Elect Enrique Hernandez, Jr. | Management | For | For |
| 5 | Elect Marillyn A. Hewson | Management | For | For |
| 6 | Elect Jon M. Huntsman Jr. | Management | For | For |
| 7 | Elect Charles W. Moorman | Management | For | For |
| 8 | Elect Dambisa F. Moyo | Management | For | For |
| 9 | Elect Debra L. Reed-Klages | Management | For | For |
| 10 | Elect D. James Umpleby III | Management | For | For |
| 11 | Elect Cynthia J. Warner | Management | For | For |
| 12 | Elect Michael K. Wirth | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Recalculated Emissions Baseline | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Just Transition Reporting | Shareholder | Against | For |
| 21 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Report on Tax Transparency | Shareholder | Against | For |
| 23 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| CHUBB LIMITED
Meeting Date: MAY 17, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: CB
Security ID: H1467J104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accounts and Reports | Management | For | For |
| 2 | Allocation of Profits | Management | For | For |
| 3 | Dividends from Reserves | Management | For | For |
| 4 | Ratification of Board Acts | Management | For | For |
| 5 | Election of Statutory Auditors | Management | For | For |
| 6 | Ratification of Auditor | Management | For | For |
| 7 | Appointment of Special Auditor | Management | For | For |
| 8 | Elect Evan G. Greenberg | Management | For | For |
| 9 | Elect Michael P. Connors | Management | For | For |
| 10 | Elect Michael G. Atieh | Management | For | For |
| 11 | Elect Kathy Bonanno | Management | For | For |
| 12 | Elect Nancy K. Buese | Management | For | For |
| 13 | Elect Sheila P. Burke | Management | For | For |
| 14 | Elect Michael L. Corbat | Management | For | For |
| 15 | Elect Robert J. Hugin | Management | For | For |
| 16 | Elect Robert W. Scully | Management | For | For |
| 17 | Elect Theodore E. Shasta | Management | For | For |
| 18 | Elect David H. Sidwell | Management | For | For |
| 19 | Elect Olivier Steimer | Management | For | For |
| 20 | Elect Frances F. Townsend | Management | For | For |
| 21 | Elect Evan G. Greenberg as Chair | Management | For | For |
| 22 | Elect Michael P. Connors | Management | For | For |
| 23 | Elect David H. Sidwell | Management | For | For |
| 24 | Elect Frances F. Townsend | Management | For | For |
| 25 | Appointment of Independent Proxy (Switzerland) | Management | For | For |
| 26 | Amendments to Articles (Revision of Law) | Management | For | For |
| 27 | Amendment to Advance Notice Period | Management | For | Against |
| 28 | Cancellation of Shares | Management | For | For |
| 29 | Amendment to Par Value | Management | For | For |
| 30 | Board Compensation | Management | For | For |
| 31 | Executive Compensation (Binding) | Management | For | For |
| 32 | Compensation Report (Switzerland) | Management | For | For |
| 33 | Advisory Vote on Executive Compensation | Management | For | For |
| 34 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 35 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | Shareholder | Against | Against |
| 36 | Shareholder Proposal Regarding Human Rights Risks and Underwriting Process | Shareholder | Against | Against |
| 37 | Additional or Amended Proposals | Management | For | Against |
| CISCO SYSTEMS, INC.
Meeting Date: DEC 08, 2022 Record Date: OCT 10, 2022 Meeting Type: ANNUAL |
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|
Ticker: CSCO
Security ID: 17275R102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect M. Michele Burns | Management | For | For |
| 2 | Elect Wesley G. Bush | Management | For | For |
| 3 | Elect Michael D. Capellas | Management | For | For |
| 4 | Elect Mark S. Garrett | Management | For | For |
| 5 | Elect John D. Harris II | Management | For | For |
| 6 | Elect Kristina M. Johnson | Management | For | For |
| 7 | Elect Roderick C. McGeary | Management | For | For |
| 8 | Elect Sarah Rae Murphy | Management | For | For |
| 9 | Elect Charles H. Robbins | Management | For | For |
| 10 | Elect Brenton L. Saunders | Management | For | Against |
| 11 | Elect Lisa T. Su | Management | For | For |
| 12 | Elect Marianna Tessel | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Report on Tax Transparency | Shareholder | Against | For |
| CITIGROUP INC.
Meeting Date: APR 25, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: C
Security ID: 172967424 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ellen M. Costello | Management | For | For |
| 2 | Elect Grace E. Dailey | Management | For | For |
| 3 | Elect Barbara J. Desoer | Management | For | For |
| 4 | Elect John C. Dugan | Management | For | For |
| 5 | Elect Jane N. Fraser | Management | For | For |
| 6 | Elect Duncan P. Hennes | Management | For | For |
| 7 | Elect Peter B. Henry | Management | For | For |
| 8 | Elect S. Leslie Ireland | Management | For | For |
| 9 | Elect Renee J. James | Management | For | For |
| 10 | Elect Gary M. Reiner | Management | For | For |
| 11 | Elect Diana L. Taylor | Management | For | For |
| 12 | Elect James S. Turley | Management | For | For |
| 13 | Elect Casper W. von Koskull | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Amendment to the 2019 Stock Incentive Plan | Management | For | For |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Report on Human Rights Standards for Indigenous Peoples | Shareholder | Against | For |
| 21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| CITIZENS FINANCIAL GROUP, INC.
Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: CFG
Security ID: 174610105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Bruce Van Saun | Management | For | For |
| 2 | Elect Lee Alexander | Management | For | For |
| 3 | Elect Christine M. Cumming | Management | For | For |
| 4 | Elect Kevin Cummings | Management | For | For |
| 5 | Elect William P. Hankowsky | Management | For | For |
| 6 | Elect Edward J. Kelly, III | Management | For | For |
| 7 | Elect Robert G. Leary | Management | For | For |
| 8 | Elect Terrance J. Lillis | Management | For | For |
| 9 | Elect Michele N. Siekerka | Management | For | For |
| 10 | Elect Shivan S. Subramaniam | Management | For | For |
| 11 | Elect Christopher J. Swift | Management | For | For |
| 12 | Elect Wendy A. Watson | Management | For | For |
| 13 | Elect Marita Zuraitis | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| CLEVELAND-CLIFFS INC.
Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: CLF
Security ID: 185899101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect C. Lourenco Goncalves | Management | For | For |
| 1.2 | Elect Douglas C. Taylor | Management | For | For |
| 1.3 | Elect John T. Baldwin | Management | For | For |
| 1.4 | Elect Robert P. Fisher, Jr. | Management | For | For |
| 1.5 | Elect William K. Gerber | Management | For | For |
| 1.6 | Elect Susan M. Green | Management | For | For |
| 1.7 | Elect Ralph S. Michael, III | Management | For | For |
| 1.8 | Elect Janet L. Miller | Management | For | For |
| 1.9 | Elect Gabriel Stoliar | Management | For | For |
| 1.10 | Elect Arlene M. Yocum | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION
Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: CTSH
Security ID: 192446102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Zein Abdalla | Management | For | For |
| 2 | Elect Vinita K. Bali | Management | For | For |
| 3 | Elect Eric Branderiz | Management | For | For |
| 4 | Elect Archana Deskus | Management | For | For |
| 5 | Elect John M. Dineen | Management | For | For |
| 6 | Elect Nella Domenici | Management | For | For |
| 7 | Elect Ravi Kumar Singisetti | Management | For | For |
| 8 | Elect Leo S. Mackay, Jr. | Management | For | For |
| 9 | Elect Michael Patsalos-Fox | Management | For | For |
| 10 | Elect Stephen J. Rohleder | Management | For | For |
| 11 | Elect Abraham Schot | Management | For | For |
| 12 | Elect Joseph M. Velli | Management | For | For |
| 13 | Elect Sandra S. Wijnberg | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Approval of the 2023 Incentive Award Plan | Management | For | Against |
| 17 | Amendment to the 2004 Employee Stock Purchase Plan | Management | For | For |
| 18 | Ratification of Auditor | Management | For | For |
| 19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| COLUMBIA BANKING SYSTEM, INC.
Meeting Date: MAY 18, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: COLB
Security ID: 197236102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Cort L. O'Haver | Management | For | For |
| 2 | Elect Craig D. Eerkes | Management | For | For |
| 3 | Elect Mark A. Finkelstein | Management | For | For |
| 4 | Elect Eric Forrest | Management | For | For |
| 5 | Elect Peggy Y. Fowler | Management | For | For |
| 6 | Elect Randal Lund | Management | For | For |
| 7 | Elect Luis F. Machuca | Management | For | For |
| 8 | Elect S. Mae Fujita Numata | Management | For | For |
| 9 | Elect Maria Pope | Management | For | For |
| 10 | Elect John F. Schultz | Management | For | For |
| 11 | Elect Elizabeth W. Seaton | Management | For | For |
| 12 | Elect Clint E. Stein | Management | For | For |
| 13 | Elect Hilliard C. Terry, III | Management | For | For |
| 14 | Elect Anddria Varnado | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 17 | Ratification of Auditor | Management | For | For |
| COMCAST CORPORATION
Meeting Date: JUN 07, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: CMCSA
Security ID: 20030N101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Thomas J. Baltimore, Jr. | Management | For | Withhold |
| 1.3 | Elect Madeline S. Bell | Management | For | For |
| 1.4 | Elect Edward D. Breen | Management | For | For |
| 1.5 | Elect Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Jeffrey A. Honickman | Management | For | For |
| 1.7 | Elect Maritza Gomez Montiel | Management | For | For |
| 1.8 | Elect Asuka Nakahara | Management | For | For |
| 1.9 | Elect David C. Novak | Management | For | For |
| 1.10 | Elect Brian L. Roberts | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Approval of the 2023 Omnibus Equity Incentive Plan | Management | For | Against |
| 4 | Amendment to the 2002 Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote on Executive Compensation | Management | For | Against |
| 6 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 7 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Against |
| 8 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | Shareholder | Against | Against |
| 9 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | Shareholder | Against | Against |
| 10 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| 11 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| CONOCOPHILLIPS
Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: COP
Security ID: 20825C104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Dennis Victor Arriola | Management | For | For |
| 2 | Elect Jody L. Freeman | Management | For | For |
| 3 | Elect Gay Huey Evans | Management | For | For |
| 4 | Elect Jeffrey A. Joerres | Management | For | For |
| 5 | Elect Ryan M. Lance | Management | For | For |
| 6 | Elect Timothy A. Leach | Management | For | For |
| 7 | Elect William H. McRaven | Management | For | For |
| 8 | Elect Sharmila Mulligan | Management | For | For |
| 9 | Elect Eric D. Mullins | Management | For | For |
| 10 | Elect Arjun N. Murti | Management | For | For |
| 11 | Elect Robert A. Niblock | Management | For | For |
| 12 | Elect David T. Seaton | Management | For | For |
| 13 | Elect R. A. Walker | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | None | 1 Year |
| 17 | Permit Shareholders to Call Special Meetings | Management | For | For |
| 18 | Approval of the 2023 Omnibus Stock and Performance Incentive Plan | Management | For | Against |
| 19 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Report on Tax Transparency | Shareholder | Against | For |
| 22 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | Shareholder | Against | Against |
| CONSOLIDATED EDISON, INC.
Meeting Date: MAY 15, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: ED
Security ID: 209115104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Timothy P. Cawley | Management | For | For |
| 2 | Elect Ellen V. Futter | Management | For | For |
| 3 | Elect John F. Killian | Management | For | For |
| 4 | Elect Karol V. Mason | Management | For | For |
| 5 | Elect Dwight A. McBride | Management | For | For |
| 6 | Elect William J. Mulrow | Management | For | For |
| 7 | Elect Armando J. Olivera | Management | For | For |
| 8 | Elect Michael W. Ranger | Management | For | For |
| 9 | Elect Linda S. Sanford | Management | For | For |
| 10 | Elect Deirdre Stanley | Management | For | For |
| 11 | Elect L. Frederick Sutherland | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Approval of the 2023 Long-Term Incentive Plan | Management | For | For |
| CORNING INCORPORATED
Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: GLW
Security ID: 219350105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Donald W. Blair | Management | For | For |
| 2 | Elect Leslie A. Brun | Management | For | For |
| 3 | Elect Stephanie A. Burns | Management | For | For |
| 4 | Elect Richard T. Clark | Management | For | For |
| 5 | Elect Pamela J. Craig | Management | For | For |
| 6 | Elect Robert F. Cummings, Jr. | Management | For | For |
| 7 | Elect Roger W. Ferguson, Jr. | Management | For | For |
| 8 | Elect Deborah Ann Henretta | Management | For | For |
| 9 | Elect Daniel P. Huttenlocher | Management | For | For |
| 10 | Elect Kurt M. Landgraf | Management | For | For |
| 11 | Elect Kevin J. Martin | Management | For | For |
| 12 | Elect Deborah D. Rieman | Management | For | For |
| 13 | Elect Hansel E. Tookes II | Management | For | For |
| 14 | Elect Wendell P. Weeks | Management | For | For |
| 15 | Elect Mark S. Wrighton | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | Against |
| 17 | Ratification of Auditor | Management | For | For |
| 18 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| CORTEVA, INC.
Meeting Date: APR 21, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: CTVA
Security ID: 22052L104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Lamberto Andreotti | Management | For | For |
| 2 | Elect Klaus A. Engel | Management | For | For |
| 3 | Elect David C. Everitt | Management | For | For |
| 4 | Elect Janet Plaut Giesselman | Management | For | For |
| 5 | Elect Karen H. Grimes | Management | For | For |
| 6 | Elect Michael O. Johanns | Management | For | For |
| 7 | Elect Rebecca B. Liebert | Management | For | For |
| 8 | Elect Marcos Marinho Lutz | Management | For | For |
| 9 | Elect Charles V. Magro | Management | For | For |
| 10 | Elect Nayaki R. Nayyar | Management | For | For |
| 11 | Elect Gregory R. Page | Management | For | For |
| 12 | Elect Kerry J. Preete | Management | For | For |
| 13 | Elect Patrick J. Ward | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| COTERRA ENERGY INC.
Meeting Date: MAY 04, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: CTRA
Security ID: 127097103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Thomas E. Jorden | Management | For | For |
| 2 | Elect Robert S. Boswell | Management | For | For |
| 3 | Elect Dorothy M. Ables | Management | For | For |
| 4 | Elect Amanda M. Brock | Management | For | For |
| 5 | Elect Dan O. Dinges | Management | For | For |
| 6 | Elect Paul N. Eckley | Management | For | For |
| 7 | Elect Hans Helmerich | Management | For | For |
| 8 | Elect Lisa A. Stewart | Management | For | For |
| 9 | Elect Frances M. Vallejo | Management | For | For |
| 10 | Elect Marcus A. Watts | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Approval of the 2023 Equity Incentive Plan | Management | For | Against |
| 15 | Shareholder Proposal Regarding Methane Emission Disclosures | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | Shareholder | Against | For |
| COUSINS PROPERTIES INCORPORATED
Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: CUZ
Security ID: 222795502 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Charles T. Cannada | Management | For | For |
| 2 | Elect Robert M. Chapman | Management | For | For |
| 3 | Elect M. Colin Connolly | Management | For | For |
| 4 | Elect Scott W. Fordham | Management | For | For |
| 5 | Elect Lillian C. Giornelli | Management | For | For |
| 6 | Elect R. Kent Griffin Jr. | Management | For | For |
| 7 | Elect Donna W. Hyland | Management | For | For |
| 8 | Elect Dionne Nelson | Management | For | For |
| 9 | Elect R. Dary Stone | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Ratification of Auditor | Management | For | For |
| CVS HEALTH CORPORATION
Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
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|
Ticker: CVS
Security ID: 126650100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Fernando Aguirre | Management | For | For |
| 2 | Elect Jeffrey R. Balser | Management | For | For |
| 3 | Elect C. David Brown II | Management | For | For |
| 4 | Elect Alecia A. DeCoudreaux | Management | For | For |
| 5 | Elect Nancy-Ann DeParle | Management | For | For |
| 6 | Elect Roger N. Farah | Management | For | For |
| 7 | Elect Anne M. Finucane | Management | For | For |
| 8 | Elect Edward J. Ludwig | Management | For | For |
| 9 | Elect Karen S. Lynch | Management | For | For |
| 10 | Elect Jean-Pierre Millon | Management | For | For |
| 11 | Elect Mary L. Schapiro | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Shareholder Proposal Regarding Paid Sick Leave | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | Shareholder | Against | Against |
| D.R. HORTON, INC.
Meeting Date: JAN 18, 2023 Record Date: NOV 30, 2022 Meeting Type: ANNUAL |
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|
Ticker: DHI
Security ID: 23331A109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Donald R. Horton | Management | For | For |
| 2 | Elect Barbara K. Allen | Management | For | For |
| 3 | Elect Brad S. Anderson | Management | For | For |
| 4 | Elect Michael R. Buchanan | Management | For | For |
| 5 | Elect Benjamin S. Carson, Sr. | Management | For | For |
| 6 | Elect Maribess L. Miller | Management | For | For |
| 7 | Advisory Vote on Executive Compensation | Management | For | Against |
| 8 | Ratification of Auditor | Management | For | For |
| DANAHER CORPORATION
Meeting Date: MAY 09, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: DHR
Security ID: 235851102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Rainer M. Blair | Management | For | For |
| 2 | Elect Feroz Dewan | Management | For | For |
| 3 | Elect Linda P. Hefner Filler | Management | For | For |
| 4 | Elect Teri L. List | Management | For | For |
| 5 | Elect Walter G. Lohr, Jr. | Management | For | For |
| 6 | Elect Jessica L. Mega | Management | For | For |
| 7 | Elect Mitchell P. Rales | Management | For | Against |
| 8 | Elect Steven M. Rales | Management | For | For |
| 9 | Elect Pardis C. Sabeti | Management | For | For |
| 10 | Elect A. Shane Sanders | Management | For | For |
| 11 | Elect John T. Schwieters | Management | For | For |
| 12 | Elect Alan G. Spoon | Management | For | For |
| 13 | Elect Raymond C. Stevens | Management | For | For |
| 14 | Elect Elias A. Zerhouni | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | For |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Diversity and Inclusion Report | Shareholder | Against | Against |
| DEVON ENERGY CORPORATION
Meeting Date: JUN 07, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: DVN
Security ID: 25179M103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Barbara M. Baumann | Management | For | For |
| 1.2 | Elect John E. Bethancourt | Management | For | For |
| 1.3 | Elect Ann G. Fox | Management | For | For |
| 1.4 | Elect Gennifer F. Kelly | Management | For | For |
| 1.5 | Elect Kelt Kindick | Management | For | For |
| 1.6 | Elect John Krenicki, Jr. | Management | For | For |
| 1.7 | Elect Karl F. Kurz | Management | For | For |
| 1.8 | Elect Michael N. Mears | Management | For | For |
| 1.9 | Elect Robert A. Mosbacher, Jr. | Management | For | For |
| 1.10 | Elect Richard E. Muncrief | Management | For | For |
| 1.11 | Elect Valerie M. Williams | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 5 | Exclusive Forum Provision | Management | For | Against |
| 6 | Amendment Regarding the Exculpation of Officers | Management | For | For |
| 7 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | For |
| DIAMONDBACK ENERGY, INC.
Meeting Date: JUN 08, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL |
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|
Ticker: FANG
Security ID: 25278X109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Travis D. Stice | Management | For | For |
| 2 | Elect Vincent K. Brooks | Management | For | For |
| 3 | Elect David L. Houston | Management | For | For |
| 4 | Elect Rebecca A. Klein | Management | For | For |
| 5 | Elect Stephanie K. Mains | Management | For | For |
| 6 | Elect Mark L. Plaumann | Management | For | For |
| 7 | Elect Melanie M. Trent | Management | For | For |
| 8 | Elect Frank D. Tsuru | Management | For | For |
| 9 | Elect Steven E. West | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Elimination of Supermajority Requirement | Management | For | For |
| 12 | Permit Shareholders to Call Special Meetings | Management | For | For |
| 13 | Amendment to Articles to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| DIGITAL REALTY TRUST, INC.
Meeting Date: JUN 08, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: DLR
Security ID: 253868103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Alexis Black Bjorlin | Management | For | For |
| 2 | Elect VeraLinn Jamieson | Management | For | For |
| 3 | Elect Kevin J. Kennedy | Management | For | Against |
| 4 | Elect William G. LaPerch | Management | For | For |
| 5 | Elect Jean F.H.P. Mandeville | Management | For | For |
| 6 | Elect Afshin Mohebbi | Management | For | For |
| 7 | Elect Mark R. Patterson | Management | For | Against |
| 8 | Elect Mary Hogan Preusse | Management | For | Against |
| 9 | Elect Andrew P. Power | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Shareholder Proposal Regarding Concealment Clauses | Shareholder | Against | Abstain |
| 14 | Shareholder Proposal Regarding Report on Racism in Company Culture | Shareholder | Against | Against |
| DISCOVER FINANCIAL SERVICES
Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: DFS
Security ID: 254709108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jeffrey S. Aronin | Management | For | For |
| 2 | Elect Mary K. Bush | Management | For | For |
| 3 | Elect Gregory C. Case | Management | For | For |
| 4 | Elect Candace H. Duncan | Management | For | For |
| 5 | Elect Joseph F. Eazor | Management | For | For |
| 6 | Elect Roger C. Hochschild | Management | For | For |
| 7 | Elect Thomas G. Maheras | Management | For | For |
| 8 | Elect John B. Owen | Management | For | For |
| 9 | Elect David L. Rawlinson II | Management | For | For |
| 10 | Elect Beverley A. Sibblies | Management | For | For |
| 11 | Elect Mark A. Thierer | Management | For | For |
| 12 | Elect Jennifer L. Wong | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Approval of the 2023 Omnibus Incentive Plan | Management | For | For |
| 16 | Ratification of Auditor | Management | For | For |
| DISH NETWORK CORPORATION
Meeting Date: APR 28, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: DISH
Security ID: 25470M109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Kathleen Q. Abernathy | Management | For | For |
| 1.2 | Elect George R. Brokaw | Management | For | For |
| 1.3 | Elect Stephen J. Bye | Management | For | For |
| 1.4 | Elect W. Erik Carlson | Management | For | For |
| 1.5 | Elect James DeFranco | Management | For | For |
| 1.6 | Elect Cantey M. Ergen | Management | For | For |
| 1.7 | Elect Charles W. Ergen | Management | For | Withhold |
| 1.8 | Elect Tom A. Ortolf | Management | For | For |
| 1.9 | Elect Joseph T. Proietti | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Amendment to the Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote on Executive Compensation | Management | For | For |
| 5 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| DOMINION ENERGY, INC.
Meeting Date: MAY 10, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: D
Security ID: 25746U109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect James A. Bennett | Management | For | For |
| 2 | Elect Robert M. Blue | Management | For | For |
| 3 | Elect D. Maybank Hagood | Management | For | For |
| 4 | Elect Ronald W. Jibson | Management | For | For |
| 5 | Elect Mark J. Kington | Management | For | For |
| 6 | Elect Kristin G. Lovejoy | Management | For | For |
| 7 | Elect Joseph M. Rigby | Management | For | For |
| 8 | Elect Pamela J. Royal | Management | For | For |
| 9 | Elect Robert H. Spilman, Jr. | Management | For | For |
| 10 | Elect Susan N. Story | Management | For | For |
| 11 | Elect Michael E. Szymanczyk | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Amendment Regarding Information Requirements for Shareholders to Call a Special Meeting | Management | For | Against |
| 16 | Amendment to Advance Notice Provisions for Director Nominations | Management | For | Against |
| 17 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| DOUGLAS EMMETT, INC.
Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: DEI
Security ID: 25960P109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Dan A. Emmett | Management | For | Withhold |
| 1.2 | Elect Jordan L. Kaplan | Management | For | Withhold |
| 1.3 | Elect Kenneth M. Panzer | Management | For | Withhold |
| 1.4 | Elect Leslie E. Bider | Management | For | Withhold |
| 1.5 | Elect Dorene C. Dominguez | Management | For | For |
| 1.6 | Elect David T. Feinberg | Management | For | Withhold |
| 1.7 | Elect Ray C. Leonard | Management | For | For |
| 1.8 | Elect Virginia McFerran | Management | For | For |
| 1.9 | Elect Thomas E. O'Hern | Management | For | For |
| 1.10 | Elect William E. Simon, Jr. | Management | For | Withhold |
| 1.11 | Elect Shirley Wang | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | Against |
| 4 | Amendment to the 2016 Omnibus Stock Incentive Plan | Management | For | For |
| 5 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 6 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| DOW INC.
Meeting Date: APR 13, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: DOW
Security ID: 260557103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Samuel R. Allen | Management | For | For |
| 2 | Elect Gaurdie E. Banister, Jr. | Management | For | For |
| 3 | Elect Wesley G. Bush | Management | For | For |
| 4 | Elect Richard K. Davis | Management | For | For |
| 5 | Elect Jerri L. DeVard | Management | For | For |
| 6 | Elect Debra L. Dial | Management | For | For |
| 7 | Elect Jeff M. Fettig | Management | For | For |
| 8 | Elect James R. Fitterling | Management | For | For |
| 9 | Elect Jacqueline C. Hinman | Management | For | For |
| 10 | Elect Luis A. Moreno | Management | For | For |
| 11 | Elect Jill S. Wyant | Management | For | For |
| 12 | Elect Daniel W. Yohannes | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Virgin Plastic Demand | Shareholder | Against | Against |
| DT MIDSTREAM, INC.
Meeting Date: MAY 05, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: DTM
Security ID: 23345M107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Peter Tumminello | Management | For | For |
| 1.2 | Elect Dwayne A. Wilson | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| DUKE ENERGY CORPORATION
Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: DUK
Security ID: 26441C204 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Derrick Burks | Management | For | For |
| 2 | Elect Annette K. Clayton | Management | For | For |
| 3 | Elect Theodore F. Craver, Jr. | Management | For | For |
| 4 | Elect Robert M. Davis | Management | For | For |
| 5 | Elect Caroline D. Dorsa | Management | For | Against |
| 6 | Elect W. Roy Dunbar | Management | For | Against |
| 7 | Elect Nicholas C. Fanandakis | Management | For | For |
| 8 | Elect Lynn J. Good | Management | For | For |
| 9 | Elect John T. Herron | Management | For | For |
| 10 | Elect Idalene F. Kesner | Management | For | For |
| 11 | Elect E. Marie McKee | Management | For | Against |
| 12 | Elect Michael J. Pacilio | Management | For | For |
| 13 | Elect Thomas E. Skains | Management | For | Against |
| 14 | Elect William E. Webster, Jr. | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | Against |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Approval of the 2023 Long-Term Incentive Plan | Management | For | Against |
| 19 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | None | For |
| 20 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | Shareholder | Against | Against |
| DUPONT DE NEMOURS, INC.
Meeting Date: MAY 24, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: DD
Security ID: 26614N102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Amy G. Brady | Management | For | For |
| 2 | Elect Edward D. Breen | Management | For | For |
| 3 | Elect Ruby R. Chandy | Management | For | For |
| 4 | Elect Terrence R. Curtin | Management | For | For |
| 5 | Elect Alexander M. Cutler | Management | For | For |
| 6 | Elect Eleuthere I. du Pont | Management | For | For |
| 7 | Elect Kristina M. Johnson | Management | For | For |
| 8 | Elect Luther C. Kissam IV | Management | For | For |
| 9 | Elect Frederick M. Lowery | Management | For | For |
| 10 | Elect Raymond J. Milchovich | Management | For | For |
| 11 | Elect Deanna M. Mulligan | Management | For | For |
| 12 | Elect Steven M. Sterin | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| EDISON INTERNATIONAL
Meeting Date: APR 27, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: EIX
Security ID: 281020107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jeanne Beliveau-Dunn | Management | For | For |
| 2 | Elect Michael C. Camunez | Management | For | For |
| 3 | Elect Vanessa C.L. Chang | Management | For | For |
| 4 | Elect James T. Morris | Management | For | For |
| 5 | Elect Timothy T. O'Toole | Management | For | For |
| 6 | Elect Pedro J. Pizarro | Management | For | For |
| 7 | Elect Marcy L. Reed | Management | For | For |
| 8 | Elect Carey A. Smith | Management | For | For |
| 9 | Elect Linda G. Stuntz | Management | For | For |
| 10 | Elect Peter J. Taylor | Management | For | For |
| 11 | Elect Keith Trent | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| ELANCO ANIMAL HEALTH INCORPORATED
Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: ELAN
Security ID: 28414H103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Michael J. Harrington | Management | For | For |
| 2 | Elect R. David Hoover | Management | For | For |
| 3 | Elect Deborah T. Kochevar | Management | For | For |
| 4 | Elect Kirk P. McDonald | Management | For | For |
| 5 | Ratification of Auditor | Management | For | For |
| 6 | Advisory Vote on Executive Compensation | Management | For | For |
| 7 | Amendment to the Employee Stock Purchase Plan | Management | For | For |
| 8 | Amendment to the 2018 Stock Plan | Management | For | For |
| ELEVANCE HEALTH, INC.
Meeting Date: MAY 10, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: ELV
Security ID: 036752103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Gail K. Boudreaux | Management | For | For |
| 2 | Elect R. Kerry Clark | Management | For | For |
| 3 | Elect Robert L. Dixon, Jr. | Management | For | For |
| 4 | Elect Deanna Strable-Soethout | Management | For | For |
| 5 | Advisory Vote on Executive Compensation | Management | For | For |
| 6 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 7 | Ratification of Auditor | Management | For | For |
| 8 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | For |
| 9 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | Shareholder | Against | Against |
| EOG RESOURCES, INC.
Meeting Date: MAY 24, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: EOG
Security ID: 26875P101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Janet F. Clark | Management | For | For |
| 2 | Elect Charles R. Crisp | Management | For | For |
| 3 | Elect Robert P. Daniels | Management | For | For |
| 4 | Elect Lynn A. Dugle | Management | For | For |
| 5 | Elect C. Christopher Gaut | Management | For | For |
| 6 | Elect Michael T. Kerr | Management | For | For |
| 7 | Elect Julie J. Robertson | Management | For | For |
| 8 | Elect Donald F. Textor | Management | For | For |
| 9 | Elect Ezra Y. Yacob | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| EPR PROPERTIES
Meeting Date: MAY 24, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: EPR
Security ID: 26884U109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Peter C. Brown | Management | For | For |
| 2 | Elect John P. Case III | Management | For | For |
| 3 | Elect James B. Connor | Management | For | For |
| 4 | Elect Virginia E. Shanks | Management | For | For |
| 5 | Elect Gregory K. Silvers | Management | For | For |
| 6 | Elect Robin P. Sterneck | Management | For | For |
| 7 | Elect Lisa G. Trimberger | Management | For | For |
| 8 | Elect Caixia Ziegler | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | Against |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| EQT CORPORATION
Meeting Date: APR 19, 2023 Record Date: FEB 03, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: EQT
Security ID: 26884L109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Lydia I. Beebe | Management | For | For |
| 2 | Elect Lee M. Canaan | Management | For | For |
| 3 | Elect Janet L. Carrig | Management | For | For |
| 4 | Elect Frank C. Hu | Management | For | For |
| 5 | Elect Kathryn Jackson | Management | For | For |
| 6 | Elect John F. McCartney | Management | For | For |
| 7 | Elect James T. McManus, II | Management | For | For |
| 8 | Elect Anita M. Powers | Management | For | For |
| 9 | Elect Daniel J. Rice IV | Management | For | For |
| 10 | Elect Toby Z. Rice | Management | For | For |
| 11 | Elect Hallie A. Vanderhider | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| EVERSOURCE ENERGY
Meeting Date: MAY 03, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: ES
Security ID: 30040W108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Cotton M. Cleveland | Management | For | For |
| 2 | Elect Francis A. Doyle | Management | For | For |
| 3 | Elect Linda D. Forry | Management | For | For |
| 4 | Elect Gregory M. Jones | Management | For | For |
| 5 | Elect Loretta D. Keane | Management | For | For |
| 6 | Elect John Y. Kim | Management | For | For |
| 7 | Elect Kenneth R. Leibler | Management | For | For |
| 8 | Elect David H. Long | Management | For | For |
| 9 | Elect Joseph R. Nolan, Jr. | Management | For | For |
| 10 | Elect William C. Van Faasen | Management | For | For |
| 11 | Elect Frederica M. Williams | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Amendment to the 2018 Incentive Plan | Management | For | For |
| 15 | Increase in Authorized Common Stock | Management | For | For |
| 16 | Ratification of Auditor | Management | For | For |
| EXELON CORPORATION
Meeting Date: APR 25, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
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|
Ticker: EXC
Security ID: 30161N101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Anthony K. Anderson | Management | For | For |
| 2 | Elect W. Paul Bowers | Management | For | For |
| 3 | Elect Calvin G. Butler, Jr. | Management | For | For |
| 4 | Elect Marjorie Rodgers Cheshire | Management | For | For |
| 5 | Elect Linda P. Jojo | Management | For | For |
| 6 | Elect Charisse Lillie | Management | For | For |
| 7 | Elect Matthew Rogers | Management | For | For |
| 8 | Elect John F. Young | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | Against |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| EXXON MOBIL CORPORATION
Meeting Date: MAY 31, 2023 Record Date: APR 05, 2023 Meeting Type: ANNUAL |
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|
Ticker: XOM
Security ID: 30231G102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Michael J. Angelakis | Management | For | For |
| 2 | Elect Susan K. Avery | Management | For | For |
| 3 | Elect Angela F. Braly | Management | For | For |
| 4 | Elect Gregory J. Goff | Management | For | For |
| 5 | Elect John D. Harris II | Management | For | For |
| 6 | Elect Kaisa H. Hietala | Management | For | For |
| 7 | Elect Joseph L. Hooley | Management | For | For |
| 8 | Elect Steven A. Kandarian | Management | For | For |
| 9 | Elect Alexander A. Karsner | Management | For | For |
| 10 | Elect Lawrence W. Kellner | Management | For | For |
| 11 | Elect Jeffrey W. Ubben | Management | For | For |
| 12 | Elect Darren W. Woods | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Methane Emission Disclosures | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Report on Guyanese Operations | Shareholder | Against | For |
| 22 | Shareholder Proposal Regarding Recalculated Emissions Baseline | Shareholder | Against | For |
| 23 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | Shareholder | Against | For |
| 24 | Shareholder Proposal Regarding Addressing Virgin Plastic Demand | Shareholder | Against | Against |
| 25 | Shareholder Proposal Regarding Environmental Litigation | Shareholder | Against | Against |
| 26 | Shareholder Proposal Regarding Report on Tax Transparency | Shareholder | Against | For |
| 27 | Shareholder Proposal Regarding Just Transition Reporting | Shareholder | Against | For |
| 28 | Shareholder Proposal Regarding Report on Exploration and Production in the Arctic Refuge | Shareholder | Against | Abstain |
| F.N.B. CORPORATION
Meeting Date: MAY 10, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: FNB
Security ID: 302520101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Pamela A. Bena | Management | For | For |
| 1.2 | Elect William B. Campbell | Management | For | For |
| 1.3 | Elect James D. Chiafullo | Management | For | For |
| 1.4 | Elect Vincent J. Delie, Jr. | Management | For | For |
| 1.5 | Elect Mary Jo Dively | Management | For | For |
| 1.6 | Elect David J. Malone | Management | For | For |
| 1.7 | Elect Frank C. Mencini | Management | For | For |
| 1.8 | Elect David L. Motley | Management | For | For |
| 1.9 | Elect Heidi A. Nicholas | Management | For | For |
| 1.10 | Elect John S. Stanik | Management | For | For |
| 1.11 | Elect William J. Strimbu | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | Against |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| FIDELITY NATIONAL INFORMATION SERVICES, INC.
Meeting Date: MAY 24, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: FIS
Security ID: 31620M106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Lee Adrean | Management | For | For |
| 2 | Elect Ellen R. Alemany | Management | For | For |
| 3 | Elect Mark D. Benjamin | Management | For | For |
| 4 | Elect Vijay D'Silva | Management | For | For |
| 5 | Elect Stephanie L. Ferris | Management | For | For |
| 6 | Elect Jeffrey A. Goldstein | Management | For | For |
| 7 | Elect Lisa Hook | Management | For | For |
| 8 | Elect Kenneth T. Lamneck | Management | For | For |
| 9 | Elect Gary L. Lauer | Management | For | For |
| 10 | Elect Louise M. Parent | Management | For | For |
| 11 | Elect Brian T. Shea | Management | For | For |
| 12 | Elect James B. Stallings, Jr. | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| FIFTH THIRD BANCORP
Meeting Date: APR 18, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: FITB
Security ID: 316773100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Nicholas K. Akins | Management | For | For |
| 2 | Elect B. Evan Bayh, III | Management | For | For |
| 3 | Elect Jorge L. Benitez | Management | For | For |
| 4 | Elect Katherine B. Blackburn | Management | For | For |
| 5 | Elect Emerson L. Brumback | Management | For | For |
| 6 | Elect Linda W. Clement-Holmes | Management | For | For |
| 7 | Elect C. Bryan Daniels | Management | For | For |
| 8 | Elect Mitchell S. Feiger | Management | For | For |
| 9 | Elect Thomas H. Harvey | Management | For | For |
| 10 | Elect Gary R. Heminger | Management | For | For |
| 11 | Elect Eileen A. Mallesch | Management | For | For |
| 12 | Elect Michael B. McCallister | Management | For | For |
| 13 | Elect Timothy N. Spence | Management | For | For |
| 14 | Elect Marsha C. Williams | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | For |
| FIRST AMERICAN FINANCIAL CORPORATION
Meeting Date: MAY 09, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: FAF
Security ID: 31847R102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kenneth D. DeGiorgio | Management | For | Against |
| 2 | Elect James L. Doti | Management | For | For |
| 3 | Elect Michael D. McKee | Management | For | For |
| 4 | Elect Marsha A. Spence | Management | For | Against |
| 5 | Advisory Vote on Executive Compensation | Management | For | For |
| 6 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 7 | Amendment to the 2020 Incentive Compensation Plan | Management | For | For |
| 8 | Ratification of Auditor | Management | For | For |
| FISERV, INC.
Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
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|
Ticker: FISV
Security ID: 337738108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Henrique de Castro | Management | For | For |
| 1.3 | Elect Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Heidi G. Miller | Management | For | For |
| 1.7 | Elect Doyle R. Simons | Management | For | For |
| 1.8 | Elect Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| 5 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| FORD MOTOR COMPANY
Meeting Date: MAY 11, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL |
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|
Ticker: F
Security ID: 345370860 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kimberly A. Casiano | Management | For | For |
| 2 | Elect Alexandra Ford English | Management | For | Against |
| 3 | Elect James D. Farley, Jr. | Management | For | Against |
| 4 | Elect Henry Ford III | Management | For | Against |
| 5 | Elect William Clay Ford, Jr. | Management | For | Against |
| 6 | Elect William W. Helman IV | Management | For | For |
| 7 | Elect Jon M. Huntsman, Jr. | Management | For | Against |
| 8 | Elect William E. Kennard | Management | For | For |
| 9 | Elect John C. May | Management | For | For |
| 10 | Elect Beth E. Mooney | Management | For | For |
| 11 | Elect Lynn M. Vojvodich Radakovich | Management | For | For |
| 12 | Elect John L. Thornton | Management | For | Against |
| 13 | Elect John B. Veihmeyer | Management | For | For |
| 14 | Elect John S. Weinberg | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | For |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Approval of the 2023 Long-Term Incentive Plan | Management | For | Against |
| 19 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Child Labor Linked To Electric Vehicles | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Transparency and Minimization of Animal Testing | Shareholder | Against | Against |
| FOX CORPORATION
Meeting Date: NOV 03, 2022 Record Date: SEP 12, 2022 Meeting Type: ANNUAL |
||||
|
Ticker: FOX
Security ID: 35137L204 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect K. Rupert Murdoch | Management | For | For |
| 2 | Elect Lachlan K. Murdoch | Management | For | For |
| 3 | Elect William A. Burck | Management | For | For |
| 4 | Elect Chase Carey | Management | For | For |
| 5 | Elect Anne Dias | Management | For | For |
| 6 | Elect Roland A. Hernandez | Management | For | For |
| 7 | Elect Jacques Nasser | Management | For | For |
| 8 | Elect Paul D. Ryan | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Amend the Certificate of Incorporation to Reflect Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 12 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| FRANKLIN RESOURCES, INC.
Meeting Date: FEB 07, 2023 Record Date: DEC 09, 2022 Meeting Type: ANNUAL |
||||
|
Ticker: BEN
Security ID: 354613101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mariann Byerwalter | Management | For | For |
| 2 | Elect Alexander S. Friedman | Management | For | For |
| 3 | Elect Gregory E. Johnson | Management | For | For |
| 4 | Elect Jennifer M. Johnson | Management | For | For |
| 5 | Elect Rupert H. Johnson, Jr. | Management | For | For |
| 6 | Elect John Y. Kim | Management | For | For |
| 7 | Elect Karen M. King | Management | For | For |
| 8 | Elect Anthony J. Noto | Management | For | For |
| 9 | Elect John W. Thiel | Management | For | For |
| 10 | Elect Seth H. Waugh | Management | For | For |
| 11 | Elect Geoffrey Y. Yang | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| FRONTIER COMMUNICATIONS PARENT, INC.
Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: FYBR
Security ID: 35909D109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kevin L. Beebe | Management | For | For |
| 2 | Elect Lisa V. Chang | Management | For | For |
| 3 | Elect Pamela L. Coe | Management | For | For |
| 4 | Elect Nick Jeffery | Management | For | For |
| 5 | Elect Stephen Pusey | Management | For | For |
| 6 | Elect Margaret M. Smyth | Management | For | For |
| 7 | Elect John G. Stratton | Management | For | Against |
| 8 | Elect Maryann Turcke | Management | For | For |
| 9 | Elect Prat Vemana | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| GATES INDUSTRIAL CORPORATION PLC
Meeting Date: JUN 08, 2023 Record Date: APR 12, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: GTES
Security ID: G39108108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Fredrik J. Eliasson | Management | For | For |
| 2 | Elect James W. Ireland, III | Management | For | For |
| 3 | Elect Ivo Jurek | Management | For | For |
| 4 | Elect Stephanie K. Mains | Management | For | For |
| 5 | Elect Seth A. Meisel | Management | For | For |
| 6 | Elect Wilson S. Neely | Management | For | For |
| 7 | Elect Neil P. Simpkins | Management | For | For |
| 8 | Elect Alicia Tillman | Management | For | For |
| 9 | Elect Molly P. Zhang | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | Against |
| 11 | Directors' Remuneration Report (Advisory) | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Appointment of U.K. Statutory Auditor | Management | For | For |
| 14 | Authority to Set U.K. Statutory Auditor's Fees | Management | For | For |
| GENERAL ELECTRIC COMPANY
Meeting Date: MAY 03, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: GE
Security ID: 369604301 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Stephen F. Angel | Management | For | For |
| 2 | Elect Sebastien Bazin | Management | For | Against |
| 3 | Elect H. Lawrence Culp, Jr. | Management | For | For |
| 4 | Elect Edward Garden | Management | For | Against |
| 5 | Elect Isabella D. Goren | Management | For | For |
| 6 | Elect Thomas Horton | Management | For | For |
| 7 | Elect Catherine Lesjak | Management | For | For |
| 8 | Elect Darren W. McDew | Management | For | For |
| 9 | Elect Paula Rosput Reynolds | Management | For | For |
| 10 | Elect Jessica Uhl | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 15 | Shareholder Proposal Regarding Sale of Company | Shareholder | Against | Against |
| 16 | Shareholder Proposal Regarding Audited Report of Net Zero 2050 Goal | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Audited Report on Net Zero Emissions by 2050 Scenario Analysis | Shareholder | Against | Against |
| GENERAL MOTORS COMPANY
Meeting Date: JUN 20, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: GM
Security ID: 37045V100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mary T. Barra | Management | For | For |
| 2 | Elect Aneel Bhusri | Management | For | For |
| 3 | Elect Wesley G. Bush | Management | For | For |
| 4 | Elect Joanne C. Crevoiserat | Management | For | For |
| 5 | Elect Linda R. Gooden | Management | For | For |
| 6 | Elect Joseph Jimenez | Management | For | For |
| 7 | Elect Jonathan McNeill | Management | For | For |
| 8 | Elect Judith A. Miscik | Management | For | For |
| 9 | Elect Patricia F. Russo | Management | For | For |
| 10 | Elect Thomas M. Schoewe | Management | For | For |
| 11 | Elect Mark A. Tatum | Management | For | For |
| 12 | Elect Jan E. Tighe | Management | For | For |
| 13 | Elect Devin N. Wenig | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | Against |
| 16 | Amendment to the 2020 Long-Term Incentive Plan | Management | For | For |
| 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Right to Act by Written Consent | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Procurement Targets for Sustainable Materials in Supply Chain | Shareholder | Against | Against |
| GLOBAL PAYMENTS INC.
Meeting Date: APR 27, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: GPN
Security ID: 37940X102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect F. Thaddeus Arroyo | Management | For | For |
| 2 | Elect Robert H.B. Baldwin, Jr. | Management | For | For |
| 3 | Elect John G. Bruno | Management | For | For |
| 4 | Elect Joia M. Johnson | Management | For | For |
| 5 | Elect Ruth Ann Marshall | Management | For | For |
| 6 | Elect Connie D. McDaniel | Management | For | For |
| 7 | Elect Joseph H. Osnoss | Management | For | For |
| 8 | Elect William B. Plummer | Management | For | For |
| 9 | Elect Jeffrey S. Sloan | Management | For | For |
| 10 | Elect John T. Turner | Management | For | For |
| 11 | Elect M. Troy Woods | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | For |
| HEALTHCARE REALTY TRUST INCORPORATED
Meeting Date: JUN 05, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: HR
Security ID: 42226K105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Todd J. Meredith | Management | For | For |
| 2 | Elect John V. Abbott | Management | For | For |
| 3 | Elect Nancy H. Agee | Management | For | For |
| 4 | Elect W. Bradley Blair, II | Management | For | For |
| 5 | Elect Vicki U. Booth | Management | For | For |
| 6 | Elect Edward H. Braman | Management | For | For |
| 7 | Elect Ajay Gupta | Management | For | For |
| 8 | Elect James J. Kilroy | Management | For | For |
| 9 | Elect Jay P. Leupp | Management | For | For |
| 10 | Elect Peter F. Lyle, Sr. | Management | For | For |
| 11 | Elect Constance B. Moore | Management | For | For |
| 12 | Elect John Knox Singleton | Management | For | For |
| 13 | Elect Christann M. Vasquez | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| HEWLETT PACKARD ENTERPRISE COMPANY
Meeting Date: APR 05, 2023 Record Date: FEB 06, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: HPE
Security ID: 42824C109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Daniel Ammann | Management | For | For |
| 2 | Elect Pamela L. Carter | Management | For | For |
| 3 | Elect Frank A. D'Amelio | Management | For | For |
| 4 | Elect Regina E. Dugan | Management | For | For |
| 5 | Elect Jean M. Hobby | Management | For | For |
| 6 | Elect Raymond J. Lane | Management | For | For |
| 7 | Elect Ann M. Livermore | Management | For | For |
| 8 | Elect Antonio F. Neri | Management | For | For |
| 9 | Elect Charles H. Noski | Management | For | For |
| 10 | Elect Raymond E. Ozzie | Management | For | For |
| 11 | Elect Gary M. Reiner | Management | For | For |
| 12 | Elect Patricia F. Russo | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Amendment to the 2021 Stock Incentive Plan | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| HF SINCLAIR CORPORATION
Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: DINO
Security ID: 403949100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Anne-Marie N. Ainsworth | Management | For | For |
| 2 | Elect Anna C. Catalano | Management | For | For |
| 3 | Elect Leldon E. Echols | Management | For | For |
| 4 | Elect Manuel J. Fernandez | Management | For | For |
| 5 | Elect Timothy Go | Management | For | For |
| 6 | Elect Rhoman J. Hardy | Management | For | For |
| 7 | Elect R. Craig Knocke | Management | For | For |
| 8 | Elect Robert J. Kostelnik | Management | For | For |
| 9 | Elect James H. Lee | Management | For | For |
| 10 | Elect Ross B. Matthews | Management | For | For |
| 11 | Elect Franklin Myers | Management | For | For |
| 12 | Elect Norman J. Szydlowski | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | For |
| HIGHWOODS PROPERTIES, INC.
Meeting Date: MAY 16, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: HIW
Security ID: 431284108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Charles A. Anderson | Management | For | For |
| 1.2 | Elect Gene H. Anderson | Management | For | For |
| 1.3 | Elect Thomas P. Anderson | Management | For | For |
| 1.4 | Elect Carlos E. Evans | Management | For | For |
| 1.5 | Elect David L. Gadis | Management | For | For |
| 1.6 | Elect David J. Hartzell | Management | For | For |
| 1.7 | Elect Theodore J. Klinck | Management | For | For |
| 1.8 | Elect Anne H. Lloyd | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| HONEYWELL INTERNATIONAL INC.
Meeting Date: MAY 19, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: HON
Security ID: 438516106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Darius Adamczyk | Management | For | For |
| 2 | Elect Duncan B. Angove | Management | For | For |
| 3 | Elect William S. Ayer | Management | For | For |
| 4 | Elect Kevin Burke | Management | For | For |
| 5 | Elect D. Scott Davis | Management | For | For |
| 6 | Elect Deborah Flint | Management | For | For |
| 7 | Elect Vimal Kapur | Management | For | For |
| 8 | Elect Rose Lee | Management | For | For |
| 9 | Elect Grace D. Lieblein | Management | For | For |
| 10 | Elect Robin L. Washington | Management | For | For |
| 11 | Elect Robin Watson | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Environmental and Health Impact Report | Shareholder | Against | Against |
| HUDSON PACIFIC PROPERTIES, INC.
Meeting Date: MAY 25, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: HPP
Security ID: 444097109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Victor J. Coleman | Management | For | For |
| 2 | Elect Theodore R. Antenucci | Management | For | For |
| 3 | Elect Karen Brodkin | Management | For | For |
| 4 | Elect Ebs Burnough | Management | For | For |
| 5 | Elect Richard B. Fried | Management | For | For |
| 6 | Elect Jonathan M. Glaser | Management | For | For |
| 7 | Elect Christy Haubegger | Management | For | For |
| 8 | Elect Mark D. Linehan | Management | For | For |
| 9 | Elect Barry A. Sholem | Management | For | For |
| 10 | Elect Andrea L. Wong | Management | For | For |
| 11 | Amendment to the 2010 Incentive Award Plan | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| HUNTINGTON BANCSHARES INCORPORATED
Meeting Date: APR 19, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: HBAN
Security ID: 446150104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Alanna Y. Cotton | Management | For | For |
| 2 | Elect Ann B. Crane | Management | For | For |
| 3 | Elect Gina D. France | Management | For | For |
| 4 | Elect J. Michael Hochschwender | Management | For | For |
| 5 | Elect Richard H. King | Management | For | For |
| 6 | Elect Katherine M.A. Kline | Management | For | For |
| 7 | Elect Richard W. Neu | Management | For | For |
| 8 | Elect Kenneth J. Phelan | Management | For | For |
| 9 | Elect David L. Porteous | Management | For | For |
| 10 | Elect Roger J. Sit | Management | For | For |
| 11 | Elect Stephen D. Steinour | Management | For | For |
| 12 | Elect Jeffrey L. Tate | Management | For | For |
| 13 | Elect Gary Torgow | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| INTEL CORPORATION
Meeting Date: MAY 11, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: INTC
Security ID: 458140100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Patrick P. Gelsinger | Management | For | For |
| 2 | Elect James J. Goetz | Management | For | For |
| 3 | Elect Andrea J. Goldsmith | Management | For | For |
| 4 | Elect Alyssa H. Henry | Management | For | For |
| 5 | Elect S. Omar Ishrak | Management | For | For |
| 6 | Elect Risa Lavizzo-Mourey | Management | For | Against |
| 7 | Elect Tsu-Jae King Liu | Management | For | For |
| 8 | Elect Barbara G. Novick | Management | For | For |
| 9 | Elect Gregory D. Smith | Management | For | For |
| 10 | Elect Lip-Bu Tan | Management | For | For |
| 11 | Elect Dion J. Weisler | Management | For | Against |
| 12 | Elect Frank D. Yeary | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | Against |
| 15 | Amendment to the 2006 Equity Incentive Plan | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Third-Party Review for ESG Congruency with Business in China | Shareholder | Against | Against |
| INTERNATIONAL FLAVORS & FRAGRANCES INC.
Meeting Date: MAY 03, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: IFF
Security ID: 459506101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kathryn J. Boor | Management | For | For |
| 2 | Elect Barry A. Bruno | Management | For | For |
| 3 | Elect Franklin K. Clyburn, Jr. | Management | For | For |
| 4 | Elect Mark J. Costa | Management | For | For |
| 5 | Elect Carol Anthony Davidson | Management | For | For |
| 6 | Elect Roger W. Ferguson, Jr. | Management | For | For |
| 7 | Elect John F. Ferraro | Management | For | For |
| 8 | Elect Christina A. Gold | Management | For | For |
| 9 | Elect Gary Hu | Management | For | For |
| 10 | Elect Kevin O'Byrne | Management | For | For |
| 11 | Elect Dawn C. Willoughby | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| INTERNATIONAL PAPER COMPANY
Meeting Date: MAY 08, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: IP
Security ID: 460146103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Christopher M. Connor | Management | For | For |
| 2 | Elect Ahmet Cemal Dorduncu | Management | For | For |
| 3 | Elect Ilene S. Gordon | Management | For | For |
| 4 | Elect Anders Gustafsson | Management | For | For |
| 5 | Elect Jacqueline C. Hinman | Management | For | For |
| 6 | Elect Clinton A. Lewis, Jr. | Management | For | For |
| 7 | Elect D. G. Macpherson | Management | For | For |
| 8 | Elect Kathryn D. Sullivan | Management | For | For |
| 9 | Elect Mark S. Sutton | Management | For | For |
| 10 | Elect Anton V. Vincent | Management | For | For |
| 11 | Elect Raymond Guy Young | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| INVESCO LTD.
Meeting Date: MAY 25, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: IVZ
Security ID: G491BT108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Sarah E. Beshar | Management | For | For |
| 2 | Elect Thomas M. Finke | Management | For | For |
| 3 | Elect Martin L. Flanagan | Management | For | For |
| 4 | Elect Thomas P. Gibbons | Management | For | For |
| 5 | Elect William F. Glavin, Jr. | Management | For | For |
| 6 | Elect Elizabeth S. Johnson | Management | For | For |
| 7 | Elect Denis Kessler | Management | For | For |
| 8 | Elect Sir Nigel Sheinwald | Management | For | For |
| 9 | Elect Paula C. Tolliver | Management | For | For |
| 10 | Elect G. Richard Wagoner, Jr. | Management | For | For |
| 11 | Elect Christopher C. Womack | Management | For | For |
| 12 | Elect Phoebe A. Wood | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Elimination of Supermajority Requirements | Management | For | For |
| 16 | Ratification of Auditor | Management | For | For |
| JANUS HENDERSON GROUP PLC
Meeting Date: MAY 03, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: JHG
Security ID: G4474Y214 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Brian M. Baldwin | Management | For | For |
| 2 | Elect John Cassaday | Management | For | For |
| 3 | Elect Alison Davis | Management | None | For |
| 4 | Elect Kalpana Desai | Management | For | For |
| 5 | Elect Ali Dibadj | Management | For | For |
| 6 | Elect Kevin Dolan | Management | For | For |
| 7 | Elect Eugene Flood, Jr. | Management | For | For |
| 8 | Elect Edward Garden | Management | For | For |
| 9 | Elect Alison A. Quirk | Management | For | For |
| 10 | Elect Angela Seymour-Jackson | Management | For | For |
| 11 | Elect Anne Sheehan | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Renewal of Authority to Repurchase Common Stock | Management | For | For |
| 14 | Renewal of Authority to Repurchase CDIs | Management | For | For |
| 15 | Reappointment and Remuneration of Auditors | Management | For | For |
| JBG SMITH PROPERTIES
Meeting Date: MAY 04, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL |
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|
Ticker: JBGS
Security ID: 46590V100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Phyllis R. Caldwell | Management | For | For |
| 2 | Elect Scott A. Estes | Management | For | For |
| 3 | Elect Alan S. Forman | Management | For | Against |
| 4 | Elect Michael J. Glosserman | Management | For | For |
| 5 | Elect W. Matthew Kelly | Management | For | For |
| 6 | Elect Alisa M. Mall | Management | For | For |
| 7 | Elect Carol A. Melton | Management | For | For |
| 8 | Elect William J. Mulrow | Management | For | For |
| 9 | Elect D. Ellen Shuman | Management | For | For |
| 10 | Elect Robert A. Stewart | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Ratification of Auditor | Management | For | For |
| JEFFERIES FINANCIAL GROUP INC.
Meeting Date: MAR 29, 2023 Record Date: JAN 30, 2023 Meeting Type: ANNUAL |
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|
Ticker: JEF
Security ID: 47233W109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Linda L. Adamany | Management | For | For |
| 2 | Elect Barry J. Alperin | Management | For | For |
| 3 | Elect Robert D. Beyer | Management | For | For |
| 4 | Elect Matrice Ellis Kirk | Management | For | For |
| 5 | Elect Brian P. Friedman | Management | For | For |
| 6 | Elect MaryAnne Gilmartin | Management | For | For |
| 7 | Elect Richard B. Handler | Management | For | For |
| 8 | Elect Thomas W. Jones | Management | For | For |
| 9 | Elect Jacob M. Katz | Management | For | For |
| 10 | Elect Michael T. O'Kane | Management | For | For |
| 11 | Elect Joseph S. Steinberg | Management | For | Against |
| 12 | Elect Melissa V. Weiler | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| JEFFERIES FINANCIAL GROUP INC.
Meeting Date: JUN 28, 2023 Record Date: MAY 24, 2023 Meeting Type: SPECIAL |
||||
|
Ticker: JEF
Security ID: 47233W109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amendment to to Authorize a New Class of Non-Voting Common Stock | Management | For | For |
| 2 | Right to Adjourn Meeting | Management | For | For |
| JETBLUE AIRWAYS CORPORATION
Meeting Date: MAY 16, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: JBLU
Security ID: 477143101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ben Baldanza | Management | For | For |
| 2 | Elect Peter Boneparth | Management | For | For |
| 3 | Elect Monte E. Ford | Management | For | For |
| 4 | Elect Robin Hayes | Management | For | For |
| 5 | Elect Ellen Jewett | Management | For | For |
| 6 | Elect Robert F. Leduc | Management | For | For |
| 7 | Elect Teri P. McClure | Management | For | For |
| 8 | Elect Nik Mittal | Management | For | For |
| 9 | Elect Sarah Robb O'Hagan | Management | For | For |
| 10 | Elect Vivek Sharma | Management | For | For |
| 11 | Elect Thomas Winkelmann | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Amendment to the 2020 Crewmember Stock Purchase Plan | Management | For | For |
| 15 | Amendment to the 2020 Omnibus Incentive Plan | Management | For | For |
| 16 | Ratification of Auditor | Management | For | For |
| JOHNSON & JOHNSON
Meeting Date: APR 27, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: JNJ
Security ID: 478160104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Darius Adamczyk | Management | For | For |
| 2 | Elect Mary C. Beckerle | Management | For | For |
| 3 | Elect D. Scott Davis | Management | For | For |
| 4 | Elect Jennifer A. Doudna | Management | For | For |
| 5 | Elect Joaquin Duato | Management | For | For |
| 6 | Elect Marillyn A. Hewson | Management | For | For |
| 7 | Elect Paula A. Johnson | Management | For | For |
| 8 | Elect Hubert Joly | Management | For | For |
| 9 | Elect Mark B. McClellan | Management | For | For |
| 10 | Elect Anne Mulcahy | Management | For | For |
| 11 | Elect Mark A. Weinberger | Management | For | For |
| 12 | Elect Nadja Y. West | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Adoption of Mandatory Arbitration Bylaw | Shareholder | Against | Abstain |
| 17 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 18 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | Shareholder | Against | Against |
| JOHNSON CONTROLS INTERNATIONAL PLC
Meeting Date: MAR 08, 2023 Record Date: JAN 05, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: JCI
Security ID: G51502105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jean S. Blackwell | Management | For | For |
| 2 | Elect Pierre E. Cohade | Management | For | For |
| 3 | Elect Michael E. Daniels | Management | For | For |
| 4 | Elect W. Roy Dunbar | Management | For | For |
| 5 | Elect Gretchen R. Haggerty | Management | For | For |
| 6 | Elect Ayesha Khanna | Management | For | For |
| 7 | Elect Simone Menne | Management | For | For |
| 8 | Elect George R. Oliver | Management | For | For |
| 9 | Elect Carl Jurgen Tinggren | Management | For | For |
| 10 | Elect Mark P. Vergnano | Management | For | For |
| 11 | Elect John D. Young | Management | For | For |
| 12 | Appointment of Auditor | Management | For | For |
| 13 | Authority to Set Auditor's Fees | Management | For | For |
| 14 | Authority to Repurchase Shares | Management | For | For |
| 15 | Authorize Price Range at which the Company Can Re-Allot Treasury Shares | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | For |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 19 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Against |
| JONES LANG LASALLE INCORPORATED
Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: JLL
Security ID: 48020Q107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Hugo Bague | Management | For | For |
| 2 | Elect Matthew Carter, Jr. | Management | For | For |
| 3 | Elect Tina Ju | Management | For | For |
| 4 | Elect Bridget Macaskill | Management | For | For |
| 5 | Elect Deborah H. McAneny | Management | For | For |
| 6 | Elect Siddharth N. Mehta | Management | For | For |
| 7 | Elect Moses Ojeisekhoba | Management | For | For |
| 8 | Elect Jeetendra I. Patel | Management | For | For |
| 9 | Elect Ann Marie Petach | Management | For | For |
| 10 | Elect Larry Quinlan | Management | For | For |
| 11 | Elect Efrain Rivera | Management | For | For |
| 12 | Elect Christian Ulbrich | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Amendment to the 2019 Stock Award and Incentive Plan | Management | For | For |
| 16 | Ratification of Auditor | Management | For | For |
| JPMORGAN CHASE & CO.
Meeting Date: MAY 16, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: JPM
Security ID: 46625H100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Linda B. Bammann | Management | For | Against |
| 2 | Elect Stephen B. Burke | Management | For | Against |
| 3 | Elect Todd A. Combs | Management | For | Against |
| 4 | Elect James S. Crown | Management | For | For |
| 5 | Elect Alicia Boler Davis | Management | For | For |
| 6 | Elect James Dimon | Management | For | For |
| 7 | Elect Timothy P. Flynn | Management | For | For |
| 8 | Elect Alex Gorsky | Management | For | For |
| 9 | Elect Mellody Hobson | Management | For | Against |
| 10 | Elect Michael A. Neal | Management | For | For |
| 11 | Elect Phebe N. Novakovic | Management | For | For |
| 12 | Elect Virginia M. Rometty | Management | For | Against |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 17 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Revision of Committee Charter to Include Oversight of Animal Welfare | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Right to Call Special Meetings by Beneficial Owners | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| 23 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | Shareholder | Against | Against |
| KEURIG DR PEPPER INC.
Meeting Date: JUN 12, 2023 Record Date: APR 13, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: KDP
Security ID: 49271V100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Robert J. Gamgort | Management | For | Against |
| 2 | Elect Oray Boston | Management | For | For |
| 3 | Elect Olivier Goudet | Management | For | Against |
| 4 | Elect Peter Harf | Management | For | Against |
| 5 | Elect Juliette Hickman | Management | For | For |
| 6 | Elect Paul S. Michaels | Management | For | For |
| 7 | Elect Pamela H. Patsley | Management | For | For |
| 8 | Elect Lubomira Rochet | Management | For | Against |
| 9 | Elect Debra A. Sandler | Management | For | For |
| 10 | Elect Robert S. Singer | Management | For | For |
| 11 | Elect Larry D. Young | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| KILROY REALTY CORPORATION
Meeting Date: MAY 24, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: KRC
Security ID: 49427F108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect John Kilroy | Management | For | For |
| 2 | Elect Edward Brennan | Management | For | For |
| 3 | Elect Jolie Hunt | Management | For | For |
| 4 | Elect Scott S. Ingraham | Management | For | For |
| 5 | Elect Louisa Ritter | Management | For | For |
| 6 | Elect Gary Stevenson | Management | For | For |
| 7 | Elect Peter Stoneberg | Management | For | For |
| 8 | Amendment to the 2006 Incentive Award Plan | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | For |
| 10 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 11 | Ratification of Auditor | Management | For | For |
| KINDER MORGAN, INC.
Meeting Date: MAY 10, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: KMI
Security ID: 49456B101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Richard D. Kinder | Management | For | For |
| 2 | Elect Steven J. Kean | Management | For | For |
| 3 | Elect Kimberly A. Dang | Management | For | For |
| 4 | Elect Ted A. Gardner | Management | For | For |
| 5 | Elect Anthony W. Hall, Jr. | Management | For | For |
| 6 | Elect Gary L. Hultquist | Management | For | For |
| 7 | Elect Ronald L. Kuehn, Jr. | Management | For | For |
| 8 | Elect Deborah A. Macdonald | Management | For | For |
| 9 | Elect Michael C. Morgan | Management | For | For |
| 10 | Elect Arthur C. Reichstetter | Management | For | For |
| 11 | Elect C. Park Shaper | Management | For | For |
| 12 | Elect William A. Smith | Management | For | For |
| 13 | Elect Joel V. Staff | Management | For | For |
| 14 | Elect Robert F. Vagt | Management | For | For |
| 15 | Amendment Limiting the Liability of Certain Officers | Management | For | For |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Advisory Vote on Executive Compensation | Management | For | For |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.
Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: KNX
Security ID: 499049104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Reid Dove | Management | For | Against |
| 2 | Elect Michael Garnreiter | Management | For | For |
| 3 | Elect Louis Hobson | Management | For | For |
| 4 | Elect David A. Jackson | Management | For | Against |
| 5 | Elect Gary J. Knight | Management | For | Against |
| 6 | Elect Kevin P. Knight | Management | For | Against |
| 7 | Elect Kathryn L. Munro | Management | For | For |
| 8 | Elect Jessica Powell | Management | For | For |
| 9 | Elect Roberta Roberts Shank | Management | For | For |
| 10 | Elect Robert E. Synowicki, Jr. | Management | For | For |
| 11 | Elect David Vander Ploeg | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| KOHL'S CORPORATION
Meeting Date: MAY 10, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: KSS
Security ID: 500255104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Michael J. Bender | Management | For | For |
| 1.2 | Elect Peter Boneparth | Management | For | For |
| 1.3 | Elect Yael Cosset | Management | For | For |
| 1.4 | Elect Christine M. Day | Management | For | For |
| 1.5 | Elect H. Charles Floyd | Management | For | For |
| 1.6 | Elect Margaret L. Jenkins | Management | For | For |
| 1.7 | Elect Thomas A. Kingsbury | Management | For | For |
| 1.8 | Elect Robbin Mitchell | Management | For | For |
| 1.9 | Elect Jonas Prising | Management | For | For |
| 1.10 | Elect John E. Schlifske | Management | For | For |
| 1.11 | Elect Adrianne Shapira | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | Against |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| L3HARRIS TECHNOLOGIES, INC.
Meeting Date: APR 21, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: LHX
Security ID: 502431109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Sallie B. Bailey | Management | For | For |
| 2 | Elect Peter W. Chiarelli | Management | For | For |
| 3 | Elect Thomas A. Dattilo | Management | For | For |
| 4 | Elect Roger B. Fradin | Management | For | For |
| 5 | Elect Joanna L. Geraghty | Management | For | For |
| 6 | Elect Harry B. Harris, Jr. | Management | For | For |
| 7 | Elect Lewis Hay III | Management | For | For |
| 8 | Elect Christopher E. Kubasik | Management | For | For |
| 9 | Elect Rita S. Lane | Management | For | For |
| 10 | Elect Robert B. Millard | Management | For | For |
| 11 | Elect Edward A. Rice, Jr. | Management | For | For |
| 12 | Elect Christina L. Zamarro | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| LENNAR CORPORATION
Meeting Date: APR 12, 2023 Record Date: FEB 15, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: LEN
Security ID: 526057104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Amy L. Banse | Management | For | For |
| 2 | Elect Richard Beckwitt | Management | For | For |
| 3 | Elect Theron I. Gilliam | Management | For | For |
| 4 | Elect Sherrill W. Hudson | Management | For | For |
| 5 | Elect Jonathan M. Jaffe | Management | For | For |
| 6 | Elect Sidney Lapidus | Management | For | For |
| 7 | Elect Teri P. McClure | Management | For | For |
| 8 | Elect Stuart A. Miller | Management | For | Against |
| 9 | Elect Armando J. Olivera | Management | For | For |
| 10 | Elect Jeffrey Sonnenfeld | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | For |
| LIBERTY MEDIA CORPORATION
Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: FWONA
Security ID: 531229409 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Derek Chang | Management | For | For |
| 1.2 | Elect Evan D. Malone | Management | For | For |
| 1.3 | Elect Larry E. Romrell | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| LINDE PLC
Meeting Date: JAN 18, 2023 Record Date: DEC 09, 2022 Meeting Type: SPECIAL |
||||
|
Ticker: LIN
Security ID: G5494J111 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approval of Scheme of Arrangement | Management | For | For |
| LINDE PLC
Meeting Date: JAN 18, 2023 Record Date: DEC 09, 2022 Meeting Type: SPECIAL |
||||
|
Ticker: LIN
Security ID: G5494J103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approval of Scheme of Arrangement | Management | For | For |
| 2 | Amendments to Articles | Management | For | For |
| 3 | Dissolution Merger | Management | For | For |
| LOEWS CORPORATION
Meeting Date: MAY 09, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: L
Security ID: 540424108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ann E. Berman | Management | For | For |
| 2 | Elect Joseph L. Bower | Management | For | For |
| 3 | Elect Charles D. Davidson | Management | For | For |
| 4 | Elect Charles M. Diker | Management | For | For |
| 5 | Elect Paul J. Fribourg | Management | For | For |
| 6 | Elect Walter L. Harris | Management | For | For |
| 7 | Elect Susan P. Peters | Management | For | For |
| 8 | Elect Andrew H. Tisch | Management | For | For |
| 9 | Elect James S. Tisch | Management | For | For |
| 10 | Elect Jonathan M. Tisch | Management | For | For |
| 11 | Elect Anthony Welters | Management | For | Against |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Amendment to Allow Exculpation of Officers | Management | For | For |
| LUMEN TECHNOLOGIES, INC.
Meeting Date: MAY 17, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL |
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|
Ticker: LUMN
Security ID: 550241103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Quincy L. Allen | Management | For | For |
| 2 | Elect Martha Bejar | Management | For | For |
| 3 | Elect Peter C. Brown | Management | For | For |
| 4 | Elect Kevin P. Chilton | Management | For | For |
| 5 | Elect Steven T. Clontz | Management | For | For |
| 6 | Elect T. Michael Glenn | Management | For | For |
| 7 | Elect Kate E. Johnson | Management | For | For |
| 8 | Elect Hal Stanley Jones | Management | For | For |
| 9 | Elect Michael J. Roberts | Management | For | For |
| 10 | Elect Laurie A. Siegel | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Amendment to the 2018 Equity Incentive Plan | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| LYONDELLBASELL INDUSTRIES N.V.
Meeting Date: MAY 19, 2023 Record Date: APR 21, 2023 Meeting Type: ANNUAL |
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|
Ticker: LYB
Security ID: N53745100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jacques Aigrain | Management | For | For |
| 2 | Elect Lincoln Benet | Management | For | For |
| 3 | Elect Robin Buchanan | Management | For | For |
| 4 | Elect Anthony R. Chase | Management | For | For |
| 5 | Elect Robert W. Dudley | Management | For | For |
| 6 | Elect Claire S. Farley | Management | For | For |
| 7 | Elect Rita Griffin | Management | For | For |
| 8 | Elect Michael S. Hanley | Management | For | For |
| 9 | Elect Virginia A. Kamsky | Management | For | For |
| 10 | Elect Albert Manifold | Management | For | For |
| 11 | Elect Peter Vanacker | Management | For | For |
| 12 | Ratification of Board Acts | Management | For | For |
| 13 | Accounts and Reports | Management | For | For |
| 14 | Appointment of Dutch Statutory Auditor | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | For |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Authority to Repurchase Shares | Management | For | For |
| 19 | Cancellation of Shares | Management | For | For |
| M&T BANK CORPORATION
Meeting Date: APR 18, 2023 Record Date: FEB 23, 2023 Meeting Type: ANNUAL |
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|
Ticker: MTB
Security ID: 55261F104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect John P. Barnes | Management | For | For |
| 2 | Elect Robert T. Brady | Management | For | For |
| 3 | Elect Carlton J. Charles | Management | For | For |
| 4 | Elect Jane P. Chwick | Management | For | For |
| 5 | Elect William F. Cruger, Jr. | Management | For | For |
| 6 | Elect T. Jefferson Cunningham, III | Management | For | For |
| 7 | Elect Gary N. Geisel | Management | For | For |
| 8 | Elect Leslie V. Godridge | Management | For | For |
| 9 | Elect Rene F. Jones | Management | For | For |
| 10 | Elect Richard H. Ledgett, Jr. | Management | For | For |
| 11 | Elect Melinda R. Rich | Management | For | For |
| 12 | Elect Robert E. Sadler, Jr. | Management | For | For |
| 13 | Elect Denis J. Salamone | Management | For | For |
| 14 | Elect John R. Scannell | Management | For | For |
| 15 | Elect Rudina Seseri | Management | For | For |
| 16 | Elect Kirk W. Walters | Management | For | For |
| 17 | Elect Herbert L. Washington | Management | For | For |
| 18 | Advisory Vote on Executive Compensation | Management | For | For |
| 19 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 20 | Amendment to the 2019 Equity Incentive Compensation Plan | Management | For | For |
| 21 | Ratification of Auditor | Management | For | For |
| MARATHON OIL CORPORATION
Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
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|
Ticker: MRO
Security ID: 565849106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chadwick C. Deaton | Management | For | For |
| 2 | Elect Marcela E. Donadio | Management | For | For |
| 3 | Elect M. Elise Hyland | Management | For | For |
| 4 | Elect Holli C. Ladhani | Management | For | For |
| 5 | Elect Mark A. McCollum | Management | For | For |
| 6 | Elect Brent J. Smolik | Management | For | For |
| 7 | Elect Lee M. Tillman | Management | For | For |
| 8 | Elect Shawn D. Williams | Management | For | For |
| 9 | Ratification of Auditor | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| MARATHON PETROLEUM CORPORATION
Meeting Date: APR 26, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
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|
Ticker: MPC
Security ID: 56585A102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect J. Michael Stice | Management | For | For |
| 2 | Elect John P. Surma | Management | For | For |
| 3 | Elect Susan Tomasky | Management | For | For |
| 4 | Elect Toni Townes-Whitley | Management | For | For |
| 5 | Ratification of Auditor | Management | For | For |
| 6 | Advisory Vote on Executive Compensation | Management | For | For |
| 7 | Repeal of Classified Board | Management | For | For |
| 8 | Elimination of Supermajority Requirement | Management | For | For |
| 9 | Change in Maximum Board Size | Management | For | For |
| 10 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Against |
| 11 | Shareholder Proposal Regarding Amendment to Clawback Policy | Shareholder | Against | For |
| 12 | Shareholder Proposal Regarding Just Transition Reporting | Shareholder | Against | Against |
| 13 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | Shareholder | Against | For |
| MCDONALD'S CORPORATION
Meeting Date: MAY 25, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
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|
Ticker: MCD
Security ID: 580135101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Anthony G. Capuano | Management | For | For |
| 2 | Elect Kareem Daniel | Management | For | For |
| 3 | Elect Lloyd H. Dean | Management | For | For |
| 4 | Elect Catherine Engelbert | Management | For | For |
| 5 | Elect Margaret H. Georgiadis | Management | For | For |
| 6 | Elect Enrique Hernandez, Jr. | Management | For | For |
| 7 | Elect Christopher Kempczinski | Management | For | For |
| 8 | Elect Richard H. Lenny | Management | For | For |
| 9 | Elect John Mulligan | Management | For | For |
| 10 | Elect Jennifer Taubert | Management | For | For |
| 11 | Elect Paul S. Walsh | Management | For | For |
| 12 | Elect Amy Weaver | Management | For | For |
| 13 | Elect Miles D. White | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding Policy on Use of Medically-Important Antibiotics in the Beef and Pork Supply Chain | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Compliance With WHO Guidelines on Medically-Important Antimicrobials in Supply Chain | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 22 | Shareholder Proposal Regarding Transparency Report on Global Public Policy And Political Influence | Shareholder | Against | Against |
| 23 | Shareholder Proposal Regarding Disclosure of Animal Welfare Indicators | Shareholder | Against | Against |
| MEDICAL PROPERTIES TRUST, INC.
Meeting Date: MAY 25, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL |
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|
Ticker: MPW
Security ID: 58463J304 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Edward K. Aldag, Jr. | Management | For | For |
| 2 | Elect G. Steven Dawson | Management | For | For |
| 3 | Elect R. Steven Hamner | Management | For | For |
| 4 | Elect Caterina A. Mozingo | Management | For | For |
| 5 | Elect Emily W. Murphy | Management | For | For |
| 6 | Elect Elizabeth N. Pitman | Management | For | For |
| 7 | Elect D. Paul Sparks, Jr. | Management | For | For |
| 8 | Elect Michael G. Stewart | Management | For | For |
| 9 | Elect C. Reynolds Thompson, III | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| MEDTRONIC PLC
Meeting Date: DEC 08, 2022 Record Date: OCT 11, 2022 Meeting Type: ANNUAL |
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|
Ticker: MDT
Security ID: 585055106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Richard H. Anderson | Management | For | For |
| 2 | Elect Craig Arnold | Management | For | For |
| 3 | Elect Scott C. Donnelly | Management | For | For |
| 4 | Elect Lidia L. Fonseca | Management | For | For |
| 5 | Elect Andrea J. Goldsmith | Management | For | For |
| 6 | Elect Randall J. Hogan, III | Management | For | For |
| 7 | Elect Kevin E. Lofton | Management | For | For |
| 8 | Elect Geoffrey Straub Martha | Management | For | For |
| 9 | Elect Elizabeth G. Nabel | Management | For | For |
| 10 | Elect Denise M. O'Leary | Management | For | For |
| 11 | Elect Kendall J. Powell | Management | For | For |
| 12 | Appointment of Auditor and Authority to Set Fees | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 15 | Authority to Issue Shares w/o Preemptive Rights | Management | For | For |
| 16 | Authority to Repurchase Shares | Management | For | For |
| MERCK & CO., INC.
Meeting Date: MAY 23, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL |
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|
Ticker: MRK
Security ID: 58933Y105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Douglas M. Baker, Jr. | Management | For | For |
| 2 | Elect Mary Ellen Coe | Management | For | For |
| 3 | Elect Pamela J. Craig | Management | For | For |
| 4 | Elect Robert M. Davis | Management | For | For |
| 5 | Elect Thomas H. Glocer | Management | For | For |
| 6 | Elect Risa Lavizzo-Mourey | Management | For | For |
| 7 | Elect Stephen L. Mayo | Management | For | For |
| 8 | Elect Paul B. Rothman | Management | For | For |
| 9 | Elect Patricia F. Russo | Management | For | For |
| 10 | Elect Christine E. Seidman | Management | For | For |
| 11 | Elect Inge G. Thulin | Management | For | For |
| 12 | Elect Kathy J. Warden | Management | For | For |
| 13 | Elect Peter C. Wendell | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| META PLATFORMS, INC.
Meeting Date: MAY 31, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL |
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|
Ticker: META
Security ID: 30303M102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Peggy Alford | Management | For | For |
| 1.2 | Elect Marc L. Andreessen | Management | For | For |
| 1.3 | Elect Andrew W. Houston | Management | For | For |
| 1.4 | Elect Nancy Killefer | Management | For | For |
| 1.5 | Elect Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Tracey T. Travis | Management | For | For |
| 1.8 | Elect Tony Xu | Management | For | For |
| 1.9 | Elect Mark Zuckerberg | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Shareholder Proposal Regarding Report on Government Takedown Requests | Shareholder | Against | Against |
| 4 | Shareholder Proposal Regarding Recapitalization | Shareholder | Against | For |
| 5 | Shareholder Proposal Regarding Human Rights Impact Assessment | Shareholder | Against | For |
| 6 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 7 | Shareholder Proposal Regarding Report on Content Management in India | Shareholder | Against | For |
| 8 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | Shareholder | Against | Against |
| 9 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | Shareholder | Against | For |
| 10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | Shareholder | Against | For |
| 11 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | Shareholder | Against | For |
| 12 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | Shareholder | Against | Against |
| 13 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | Shareholder | Against | For |
| MGIC INVESTMENT CORPORATION
Meeting Date: APR 27, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL |
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|
Ticker: MTG
Security ID: 552848103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Analisa M. Allen | Management | For | For |
| 1.2 | Elect Daniel A. Arrigoni | Management | For | For |
| 1.3 | Elect C. Edward Chaplin | Management | For | For |
| 1.4 | Elect Curt S. Culver | Management | For | For |
| 1.5 | Elect Jay C. Hartzell | Management | For | For |
| 1.6 | Elect Timothy A. Holt | Management | For | For |
| 1.7 | Elect Jodeen A. Kozlak | Management | For | For |
| 1.8 | Elect Michael E. Lehman | Management | For | For |
| 1.9 | Elect Teresita M. Lowman | Management | For | For |
| 1.10 | Elect Timothy J. Mattke | Management | For | For |
| 1.11 | Elect Sheryl L. Sculley | Management | For | For |
| 1.12 | Elect Mark M. Zandi | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| MICRON TECHNOLOGY, INC.
Meeting Date: JAN 12, 2023 Record Date: NOV 14, 2022 Meeting Type: ANNUAL |
||||
|
Ticker: MU
Security ID: 595112103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Richard M. Beyer | Management | For | For |
| 2 | Elect Lynn A. Dugle | Management | For | For |
| 3 | Elect Steven J. Gomo | Management | For | For |
| 4 | Elect Linnie M. Haynesworth | Management | For | For |
| 5 | Elect Mary Pat McCarthy | Management | For | For |
| 6 | Elect Sanjay Mehrotra | Management | For | For |
| 7 | Elect Robert E. Switz | Management | For | For |
| 8 | Elect MaryAnn Wright | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | Against |
| 10 | Amendment to the 2007 Equity Incentive Plan | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| MODERNA, INC.
Meeting Date: MAY 03, 2023 Record Date: MAR 08, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: MRNA
Security ID: 60770K107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Stephen Berenson | Management | For | For |
| 1.2 | Elect Sandra J. Horning | Management | For | For |
| 1.3 | Elect Paul Sagan | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | Against |
| 3 | Ratification of Auditor | Management | For | For |
| 4 | Shareholder Proposal Regarding Intellectual Property | Shareholder | Against | Against |
| MOHAWK INDUSTRIES, INC.
Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: MHK
Security ID: 608190104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Karen A. Smith Bogart | Management | For | For |
| 2 | Elect Jeffrey S. Lorberbaum | Management | For | For |
| 3 | Ratification of Auditor | Management | For | For |
| 4 | Advisory Vote on Executive Compensation | Management | For | For |
| 5 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 6 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | Against |
| MOLSON COORS BEVERAGE COMPANY
Meeting Date: MAY 17, 2023 Record Date: MAR 24, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: TAP
Security ID: 60871R209 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Roger G. Eaton | Management | For | For |
| 1.2 | Elect Charles M. Herington | Management | For | For |
| 1.3 | Elect H. Sanford Riley | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| MORGAN STANLEY
Meeting Date: MAY 19, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: MS
Security ID: 617446448 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Alistair Darling | Management | For | For |
| 2 | Elect Thomas H. Glocer | Management | For | For |
| 3 | Elect James P. Gorman | Management | For | For |
| 4 | Elect Robert H. Herz | Management | For | For |
| 5 | Elect Erika H. James | Management | For | For |
| 6 | Elect Hironori Kamezawa | Management | For | For |
| 7 | Elect Shelley B. Leibowitz | Management | For | For |
| 8 | Elect Stephen J. Luczo | Management | For | For |
| 9 | Elect Judith A. Miscik | Management | For | For |
| 10 | Elect Masato Miyachi | Management | For | For |
| 11 | Elect Dennis M. Nally | Management | For | For |
| 12 | Elect Mary L. Schapiro | Management | For | For |
| 13 | Elect Perry M. Traquina | Management | For | For |
| 14 | Elect Rayford Wilkins Jr. | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | Against |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Shareholder Proposal Regarding Right to Call Special Meeting | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| NEW YORK COMMUNITY BANCORP, INC.
Meeting Date: JUN 01, 2023 Record Date: APR 04, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: NYCB
Security ID: 649445103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Alessandro P. DiNello | Management | For | For |
| 2 | Elect Leslie Dunn | Management | For | For |
| 3 | Elect Lawrence Rosano, Jr. | Management | For | For |
| 4 | Elect Robert Wann | Management | For | For |
| 5 | Ratification of Auditor | Management | For | For |
| 6 | Advisory Vote on Executive Compensation | Management | For | For |
| 7 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 8 | Repeal of Classified Board | Management | For | For |
| 9 | Elimination of Supermajority Requirement | Management | For | For |
| 10 | Amendment to the 2020 Omnibus Incentive Plan | Management | For | For |
| 11 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Against |
| 12 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | Shareholder | For | For |
| NEWMONT CORPORATION
Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: NEM
Security ID: 651639106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Patrick G. Awuah, Jr. | Management | For | For |
| 2 | Elect Gregory H. Boyce | Management | For | For |
| 3 | Elect Bruce R. Brook | Management | For | For |
| 4 | Elect Maura J. Clark | Management | For | For |
| 5 | Elect Emma Fitzgerald | Management | For | For |
| 6 | Elect Mary A. Laschinger | Management | For | For |
| 7 | Elect Jose Manuel Madero | Management | For | For |
| 8 | Elect Rene Medori | Management | For | For |
| 9 | Elect Jane Nelson | Management | For | For |
| 10 | Elect Thomas Palmer | Management | For | For |
| 11 | Elect Julio M. Quintana | Management | For | For |
| 12 | Elect Susan N. Story | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| NEXTERA ENERGY, INC.
Meeting Date: MAY 18, 2023 Record Date: MAR 22, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: NEE
Security ID: 65339F101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Nicole S. Arnaboldi | Management | For | For |
| 2 | Elect Sherry S. Barrat | Management | For | Against |
| 3 | Elect James L. Camaren | Management | For | Against |
| 4 | Elect Kenneth B. Dunn | Management | For | For |
| 5 | Elect Naren K. Gursahaney | Management | For | For |
| 6 | Elect Kirk S. Hachigian | Management | For | Against |
| 7 | Elect John W. Ketchum | Management | For | For |
| 8 | Elect Amy B. Lane | Management | For | For |
| 9 | Elect David L. Porges | Management | For | For |
| 10 | Elect Dev Stahlkopf | Management | For | For |
| 11 | Elect John Arthur Stall | Management | For | For |
| 12 | Elect Darryl L. Wilson | Management | For | Against |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | Against |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | Shareholder | Against | For |
| NUCOR CORPORATION
Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: NUE
Security ID: 670346105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Norma B. Clayton | Management | For | For |
| 1.2 | Elect Patrick J. Dempsey | Management | For | For |
| 1.3 | Elect Christopher J. Kearney | Management | For | For |
| 1.4 | Elect Laurette T. Koellner | Management | For | For |
| 1.5 | Elect Michael W. Lamach | Management | For | For |
| 1.6 | Elect Joseph D. Rupp | Management | For | For |
| 1.7 | Elect Leon J. Topalian | Management | For | For |
| 1.8 | Elect Nadja Y. West | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| OCCIDENTAL PETROLEUM CORPORATION
Meeting Date: MAY 05, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: OXY
Security ID: 674599105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Vicky A. Bailey | Management | For | For |
| 2 | Elect Andrew Gould | Management | For | For |
| 3 | Elect Carlos M. Gutierrez | Management | For | For |
| 4 | Elect Vicki A. Hollub | Management | For | For |
| 5 | Elect William R. Klesse | Management | For | For |
| 6 | Elect Jack B. Moore | Management | For | For |
| 7 | Elect Claire O'Neill | Management | For | For |
| 8 | Elect Avedick B. Poladian | Management | For | For |
| 9 | Elect Kenneth B. Robinson | Management | For | For |
| 10 | Elect Robert M. Shearer | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | Against |
| OLD REPUBLIC INTERNATIONAL CORPORATION
Meeting Date: MAY 25, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: ORI
Security ID: 680223104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Barbara A. Adachi | Management | For | For |
| 1.2 | Elect Charles J. Kovaleski | Management | For | For |
| 1.3 | Elect Craig R. Smiddy | Management | For | For |
| 1.4 | Elect Fredricka Taubitz | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Amendment to Articles Limiting the Liability of Officers | Management | For | For |
| 5 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| PACCAR INC
Meeting Date: APR 25, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: PCAR
Security ID: 693718108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mark C. Pigott | Management | For | For |
| 2 | Elect Dame Alison J. Carnwath | Management | For | For |
| 3 | Elect Franklin Lee Feder | Management | For | For |
| 4 | Elect R. Preston Feight | Management | For | For |
| 5 | Elect Kirk S. Hachigian | Management | For | For |
| 6 | Elect Barbara B. Hulit | Management | For | For |
| 7 | Elect Roderick C. McGeary | Management | For | For |
| 8 | Elect Cynthia A. Niekamp | Management | For | For |
| 9 | Elect John M. Pigott | Management | For | For |
| 10 | Elect Ganesh Ramaswamy | Management | For | For |
| 11 | Elect Mark A. Schulz | Management | For | For |
| 12 | Elect Gregory M. Spierkel | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | Shareholder | Against | For |
| PACWEST BANCORP
Meeting Date: MAY 02, 2023 Record Date: MAR 03, 2023 Meeting Type: ANNUAL |
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|
Ticker: PACW
Security ID: 695263103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Tanya M. Acker | Management | For | Against |
| 2 | Elect Paul R. Burke | Management | For | For |
| 3 | Elect Craig A. Carlson | Management | For | For |
| 4 | Elect John M. Eggemeyer | Management | For | For |
| 5 | Elect C. William Hosler | Management | For | For |
| 6 | Elect Polly B. Jessen | Management | For | For |
| 7 | Elect Susan E. Lester | Management | For | For |
| 8 | Elect Roger H. Molvar | Management | For | Against |
| 9 | Elect Stephanie B. Mudick | Management | For | For |
| 10 | Elect Paul W. Taylor | Management | For | For |
| 11 | Elect Matthew P. Wagner | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| PARK HOTELS & RESORTS INC.
Meeting Date: APR 26, 2023 Record Date: MAR 02, 2023 Meeting Type: ANNUAL |
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|
Ticker: PK
Security ID: 700517105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Thomas J. Baltimore, Jr. | Management | For | Against |
| 2 | Elect Patricia M. Bedient | Management | For | For |
| 3 | Elect Thomas D. Eckert | Management | For | For |
| 4 | Elect Geoffrey M. Garrett | Management | For | For |
| 5 | Elect Christie B. Kelly | Management | For | For |
| 6 | Elect Joseph I. Lieberman | Management | For | For |
| 7 | Elect Thomas A. Natelli | Management | For | For |
| 8 | Elect Timothy J. Naughton | Management | For | For |
| 9 | Elect Stephen I. Sadove | Management | For | For |
| 10 | Amendment to the 2017 Omnibus Incentive Plan | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| PENN ENTERTAINMENT, INC.
Meeting Date: JUN 06, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL |
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|
Ticker: PENN
Security ID: 707569109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Vilma Black-Gupta | Management | For | For |
| 1.2 | Elect Marla Kaplowitz | Management | For | For |
| 1.3 | Elect Jane Scaccetti | Management | For | For |
| 1.4 | Elect Jay A. Snowden | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | Against |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 5 | Amendment to the 2022 Long-Term Incentive Plan | Management | For | For |
| PERRIGO COMPANY PLC
Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL |
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|
Ticker: PRGO
Security ID: G97822103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Bradley A. Alford | Management | For | Against |
| 2 | Elect Orlando D. Ashford | Management | For | For |
| 3 | Elect Katherine C. Doyle | Management | For | For |
| 4 | Elect Adriana Karaboutis | Management | For | For |
| 5 | Elect Murray S. Kessler | Management | For | For |
| 6 | Elect Jeffrey B. Kindler | Management | For | Against |
| 7 | Elect Erica L. Mann | Management | For | Against |
| 8 | Elect Albert Manzone | Management | For | For |
| 9 | Elect Donal O'Connor | Management | For | For |
| 10 | Elect Geoffrey M. Parker | Management | For | For |
| 11 | Ratification of Auditor and Authority to Set Fees | Management | For | For |
| 12 | Advisory vote on executive compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Authority to Issue Shares w/ Preemptive Rights | Management | For | For |
| 15 | Authority to Issue Shares w/o Preemptive Rights | Management | For | Against |
| 16 | Reduction in Share Premium Account | Management | For | For |
| PETCO HEALTH AND WELLNESS COMPANY, INC.
Meeting Date: JUN 22, 2023 Record Date: APR 25, 2023 Meeting Type: ANNUAL |
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|
Ticker: WOOF
Security ID: 71601V105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Gary S. Briggs | Management | For | For |
| 1.2 | Elect Nishad Chande | Management | For | For |
| 1.3 | Elect Mary Sullivan | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | Against |
| 3 | Amendment to the 2021 Equity Incentive Plan | Management | For | For |
| 4 | Amendment to Articles to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 5 | Ratification of Auditor | Management | For | For |
| PFIZER INC.
Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
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|
Ticker: PFE
Security ID: 717081103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ronald E. Blaylock | Management | For | For |
| 2 | Elect Albert Bourla | Management | For | For |
| 3 | Elect Susan Desmond-Hellmann | Management | For | For |
| 4 | Elect Joseph J. Echevarria | Management | For | For |
| 5 | Elect Scott Gottlieb | Management | For | For |
| 6 | Elect Helen H. Hobbs | Management | For | For |
| 7 | Elect Susan Hockfield | Management | For | For |
| 8 | Elect Dan R. Littman | Management | For | For |
| 9 | Elect Shantanu Narayen | Management | For | For |
| 10 | Elect Suzanne Nora Johnson | Management | For | For |
| 11 | Elect James Quincey | Management | For | For |
| 12 | Elect James C. Smith | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Intellectual Property | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| PHILIP MORRIS INTERNATIONAL INC.
Meeting Date: MAY 03, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL |
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|
Ticker: PM
Security ID: 718172109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Brant (Bonin) Bough | Management | For | For |
| 2 | Elect Andre Calantzopoulos | Management | For | For |
| 3 | Elect Michel Combes | Management | For | For |
| 4 | Elect Juan Jose Daboub | Management | For | For |
| 5 | Elect Werner Geissler | Management | For | For |
| 6 | Elect Lisa A. Hook | Management | For | For |
| 7 | Elect Jun Makihara | Management | For | For |
| 8 | Elect Kalpana Morparia | Management | For | For |
| 9 | Elect Jacek Olczak | Management | For | For |
| 10 | Elect Robert B. Polet | Management | For | For |
| 11 | Elect Dessislava Temperley | Management | For | For |
| 12 | Elect Shlomo Yanai | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Nicotine Levels in Tobacco Products | Shareholder | Against | Against |
| PHILLIPS 66
Meeting Date: MAY 10, 2023 Record Date: MAR 15, 2023 Meeting Type: ANNUAL |
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|
Ticker: PSX
Security ID: 718546104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Gregory J. Hayes | Management | For | For |
| 2 | Elect Charles M. Holley, Jr. | Management | For | For |
| 3 | Elect Denise R. Singleton | Management | For | For |
| 4 | Elect Glenn F. Tilton | Management | For | For |
| 5 | Elect Marna C. Whittington | Management | For | For |
| 6 | Repeal of Classified Board | Management | For | For |
| 7 | Advisory Vote on Executive Compensation | Management | For | Against |
| 8 | Ratification of Auditor | Management | For | For |
| 9 | Shareholder Proposal Regarding Virgin Plastic Demand | Shareholder | Against | Against |
| PINNACLE FINANCIAL PARTNERS, INC.
Meeting Date: APR 18, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: PNFP
Security ID: 72346Q104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Abney S. Boxley, III | Management | For | For |
| 2 | Elect Charles E. Brock | Management | For | For |
| 3 | Elect Renda J. Burkhart | Management | For | For |
| 4 | Elect Gregory L. Burns | Management | For | For |
| 5 | Elect Richard D. Callicutt II | Management | For | For |
| 6 | Elect Thomas C. Farnsworth, III | Management | For | For |
| 7 | Elect Joseph C. Galante | Management | For | For |
| 8 | Elect Glenda B. Glover | Management | For | For |
| 9 | Elect David B. Ingram | Management | For | For |
| 10 | Elect Decosta E. Jenkins | Management | For | For |
| 11 | Elect Robert A. McCabe, Jr. | Management | For | For |
| 12 | Elect G. Kennedy Thompson | Management | For | For |
| 13 | Elect M. Terry Turner | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | Against |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| PIONEER NATURAL RESOURCES COMPANY
Meeting Date: MAY 25, 2023 Record Date: MAR 30, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: PXD
Security ID: 723787107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect A.R. Alameddine | Management | For | For |
| 2 | Elect Lori G. Billingsley | Management | For | For |
| 3 | Elect Edison C. Buchanan | Management | For | For |
| 4 | Elect Richard P. Dealy | Management | For | For |
| 5 | Elect Maria S. Jelescu Dreyfus | Management | For | For |
| 6 | Elect Matthew Gallagher | Management | For | For |
| 7 | Elect Phillip A. Gobe | Management | For | For |
| 8 | Elect Stacy P. Methvin | Management | For | For |
| 9 | Elect Royce W. Mitchell | Management | For | For |
| 10 | Elect Scott D. Sheffield | Management | For | For |
| 11 | Elect J. Kenneth Thompson | Management | For | For |
| 12 | Elect Phoebe A. Wood | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| POPULAR, INC.
Meeting Date: MAY 11, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: BPOP
Security ID: 733174700 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ignacio Alvarez | Management | For | For |
| 2 | Elect Joaquin E. Bacardi, III | Management | For | For |
| 3 | Elect Alejandro M. Ballester | Management | For | For |
| 4 | Elect Robert Carrady | Management | For | For |
| 5 | Elect Richard L. Carrion | Management | For | For |
| 6 | Elect Betty K. DeVita | Management | For | For |
| 7 | Elect John W. Diercksen | Management | For | For |
| 8 | Elect Maria Luisa Ferre Rangel | Management | For | For |
| 9 | Elect C. Kim Goodwin | Management | For | For |
| 10 | Elect Jose R. Rodriguez | Management | For | For |
| 11 | Elect Alejandro M. Sanchez | Management | For | For |
| 12 | Elect Myrna M. Soto | Management | For | For |
| 13 | Elect Carlos A. Unanue | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| PROLOGIS, INC.
Meeting Date: MAY 04, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: PLD
Security ID: 74340W103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Hamid R. Moghadam | Management | For | For |
| 2 | Elect Cristina G. Bita | Management | For | For |
| 3 | Elect James B. Connor | Management | For | For |
| 4 | Elect George L. Fotiades | Management | For | For |
| 5 | Elect Lydia H. Kennard | Management | For | For |
| 6 | Elect Irving F. Lyons, III | Management | For | For |
| 7 | Elect Avid Modjtabai | Management | For | For |
| 8 | Elect David P. O'Connor | Management | For | For |
| 9 | Elect Olivier Piani | Management | For | For |
| 10 | Elect Jeffrey L. Skelton | Management | For | For |
| 11 | Elect Carl B. Webb | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED
Meeting Date: APR 18, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: PEG
Security ID: 744573106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ralph A. LaRossa | Management | For | For |
| 2 | Elect Susan Tomasky | Management | For | Against |
| 3 | Elect Willie A. Deese | Management | For | Against |
| 4 | Elect Jamie M. Gentoso | Management | For | For |
| 5 | Elect Barry H. Ostrowsky | Management | For | Against |
| 6 | Elect Valerie A. Smith | Management | For | Against |
| 7 | Elect Scott G. Stephenson | Management | For | For |
| 8 | Elect Laura A. Sugg | Management | For | For |
| 9 | Elect John P. Surma | Management | For | Against |
| 10 | Elect Alfred W. Zollar | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Elimination of Supermajority Requirement Regarding Business Combinations | Management | For | For |
| 14 | Elimination of Supermajority Requirement to Remove Directors Without Cause | Management | For | For |
| 15 | Elimination of Supermajority Requirement to Make certain Bylaw amendments | Management | For | For |
| 16 | Ratification of Auditor | Management | For | For |
| PULTEGROUP, INC.
Meeting Date: MAY 03, 2023 Record Date: MAR 14, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: PHM
Security ID: 745867101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Brian P. Anderson | Management | For | For |
| 2 | Elect Bryce Blair | Management | For | For |
| 3 | Elect Thomas J. Folliard | Management | For | For |
| 4 | Elect Cheryl W. Grise | Management | For | For |
| 5 | Elect Andre J. Hawaux | Management | For | For |
| 6 | Elect J. Phillip Holloman | Management | For | For |
| 7 | Elect Ryan R. Marshall | Management | For | For |
| 8 | Elect John R. Peshkin | Management | For | For |
| 9 | Elect Scott F. Powers | Management | For | For |
| 10 | Elect Lila Snyder | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| PVH CORP.
Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: PVH
Security ID: 693656100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ajay Bhalla | Management | For | For |
| 2 | Elect Michael M. Calbert | Management | For | Against |
| 3 | Elect Brent Callinicos | Management | For | For |
| 4 | Elect George Cheeks | Management | For | For |
| 5 | Elect Stefan Larsson | Management | For | For |
| 6 | Elect G. Penny McIntyre | Management | For | For |
| 7 | Elect Amy McPherson | Management | For | For |
| 8 | Elect Allison Peterson | Management | For | Against |
| 9 | Elect Edward R. Rosenfeld | Management | For | For |
| 10 | Elect Judith Amanda Sourry Knox | Management | For | Against |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Amendment Regarding Officer Exculpation | Management | For | For |
| 14 | Amendment to the Stock Incentive Plan | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| QUIDELORTHO CORPORATION
Meeting Date: MAY 16, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: QDEL
Security ID: 219798105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Douglas C. Bryant | Management | For | For |
| 1.2 | Elect Kenneth F. Buechler | Management | For | For |
| 1.3 | Elect Evelyn S. Dilsaver | Management | For | For |
| 1.4 | Elect Edward L. Michael | Management | For | For |
| 1.5 | Elect Mary Lake Polan | Management | For | For |
| 1.6 | Elect Ann D. Rhoads | Management | For | For |
| 1.7 | Elect Robert R. Schmidt | Management | For | For |
| 1.8 | Elect Christopher M. Smith | Management | For | Withhold |
| 1.9 | Elect Matthew W. Strobeck | Management | For | For |
| 1.10 | Elect Kenneth J. Widder | Management | For | For |
| 1.11 | Elect Joseph D. Wilkins Jr. | Management | For | For |
| 1.12 | Elect Stephen H. Wise | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | Against |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| RAYTHEON TECHNOLOGIES CORPORATION
Meeting Date: MAY 02, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: RTX
Security ID: 75513E101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Tracy A. Atkinson | Management | For | For |
| 2 | Elect Leanne G. Caret | Management | For | For |
| 3 | Elect Bernard A. Harris, Jr. | Management | For | For |
| 4 | Elect Gregory J. Hayes | Management | For | For |
| 5 | Elect George R. Oliver | Management | For | For |
| 6 | Elect Robert K. Ortberg | Management | For | For |
| 7 | Elect Dinesh C. Paliwal | Management | For | For |
| 8 | Elect Ellen M. Pawlikowski | Management | For | For |
| 9 | Elect Denise L. Ramos | Management | For | For |
| 10 | Elect Fredric G. Reynolds | Management | For | For |
| 11 | Elect Brian C. Rogers | Management | For | For |
| 12 | Elect James A. Winnefeld, Jr. | Management | For | For |
| 13 | Elect Robert O. Work | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Elimination of Supermajority Requirement | Management | For | For |
| 18 | Amendment to Articles to Limit Liability of Certain Officers | Management | For | For |
| 19 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | Shareholder | Against | For |
| REALTY INCOME CORPORATION
Meeting Date: MAY 23, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: O
Security ID: 756109104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Priscilla Almodovar | Management | For | For |
| 2 | Elect Jacqueline Brady | Management | For | For |
| 3 | Elect A. Larry Chapman | Management | For | For |
| 4 | Elect Reginald H. Gilyard | Management | For | For |
| 5 | Elect Mary Hogan Preusse | Management | For | For |
| 6 | Elect Priya Huskins | Management | For | For |
| 7 | Elect Gerardo I. Lopez | Management | For | For |
| 8 | Elect Michael D. McKee | Management | For | For |
| 9 | Elect Gregory T. McLaughlin | Management | For | For |
| 10 | Elect Ronald L. Merriman | Management | For | For |
| 11 | Elect Sumit Roy | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| RITHM CAPITAL CORP.
Meeting Date: MAY 25, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: RITM
Security ID: 64828T201 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect David Saltzman | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 5 | Approval of the 2023 Incentive Plan | Management | For | Against |
| S&P GLOBAL INC.
Meeting Date: MAY 03, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: SPGI
Security ID: 78409V104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Marco Alvera | Management | For | For |
| 2 | Elect Jacques Esculier | Management | For | For |
| 3 | Elect Gay Huey Evans | Management | For | For |
| 4 | Elect William D. Green | Management | For | For |
| 5 | Elect Stephanie C. Hill | Management | For | For |
| 6 | Elect Rebecca Jacoby | Management | For | For |
| 7 | Elect Robert P. Kelly | Management | For | For |
| 8 | Elect Ian P. Livingston | Management | For | For |
| 9 | Elect Deborah D. McWhinney | Management | For | For |
| 10 | Elect Maria R. Morris | Management | For | For |
| 11 | Elect Douglas L. Peterson | Management | For | For |
| 12 | Elect Richard E. Thornburgh | Management | For | For |
| 13 | Elect Gregory Washington | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| SALESFORCE, INC.
Meeting Date: JUN 08, 2023 Record Date: APR 14, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: CRM
Security ID: 79466L302 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Marc R. Benioff | Management | For | For |
| 2 | Elect Laura Alber | Management | For | For |
| 3 | Elect Craig A. Conway | Management | For | Against |
| 4 | Elect Arnold W. Donald | Management | For | For |
| 5 | Elect Parker Harris | Management | For | For |
| 6 | Elect Neelie Kroes | Management | For | Against |
| 7 | Elect Sachin Mehra | Management | For | For |
| 8 | Elect G. Mason Morfit | Management | For | For |
| 9 | Elect Oscar Munoz | Management | For | For |
| 10 | Elect John V. Roos | Management | For | Against |
| 11 | Elect Robin L. Washington | Management | For | For |
| 12 | Elect Maynard G. Webb | Management | For | For |
| 13 | Elect Susan D. Wojcicki | Management | For | For |
| 14 | Amendment to the 2013 Equity Incentive Plan | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | Against |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | Shareholder | Against | Against |
| SEMPRA ENERGY
Meeting Date: MAY 12, 2023 Record Date: MAR 17, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: SRE
Security ID: 816851109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Andres Conesa Labastida | Management | For | For |
| 2 | Elect Pablo A. Ferrero | Management | For | For |
| 3 | Elect Jeffrey W. Martin | Management | For | For |
| 4 | Elect Bethany J. Mayer | Management | For | For |
| 5 | Elect Michael N. Mears | Management | For | For |
| 6 | Elect Jack T. Taylor | Management | For | For |
| 7 | Elect Cynthia L. Walker | Management | For | For |
| 8 | Elect Cynthia J. Warner | Management | For | For |
| 9 | Elect James C. Yardley | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Increase in Authorized Common Stock | Management | For | Against |
| 14 | Company Name Change | Management | For | For |
| 15 | Article Amendments to Make Certain Technical and Administrative Changes | Management | For | For |
| 16 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| SL GREEN REALTY CORP.
Meeting Date: JUN 05, 2023 Record Date: MAR 31, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: SLG
Security ID: 78440X887 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect John H. Alschuler | Management | For | For |
| 2 | Elect Betsy S. Atkins | Management | For | For |
| 3 | Elect Carol N. Brown | Management | For | For |
| 4 | Elect Edwin T. Burton, III | Management | For | Against |
| 5 | Elect Lauren B. Dillard | Management | For | Against |
| 6 | Elect Stephen L. Green | Management | For | For |
| 7 | Elect Craig M. Hatkoff | Management | For | For |
| 8 | Elect Marc Holliday | Management | For | For |
| 9 | Elect Andrew W. Mathias | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | Against |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| SPIRIT REALTY CAPITAL, INC.
Meeting Date: MAY 03, 2023 Record Date: MAR 09, 2023 Meeting Type: ANNUAL |
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|
Ticker: SRC
Security ID: 84860W300 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kevin M. Charlton | Management | For | For |
| 2 | Elect Elizabeth F. Frank | Management | For | For |
| 3 | Elect Michelle M. Frymire | Management | For | For |
| 4 | Elect Kristian M. Gathright | Management | For | For |
| 5 | Elect Richard I. Gilchrist | Management | For | For |
| 6 | Elect Jackson Hsieh | Management | For | For |
| 7 | Elect Diana M. Laing | Management | For | For |
| 8 | Elect Nicholas P. Shepherd | Management | For | For |
| 9 | Elect Thomas J. Sullivan | Management | For | For |
| 10 | Ratification of Auditor | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| SSR MINING INC.
Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL |
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|
Ticker: SSRM
Security ID: 784730103 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect A.E. Michael Anglin | Management | For | For |
| 1.2 | Elect Rodney P. Antal | Management | For | For |
| 1.3 | Elect Thomas R. Bates, Jr. | Management | For | For |
| 1.4 | Elect Brian R. Booth | Management | For | For |
| 1.5 | Elect Simon Fish | Management | For | For |
| 1.6 | Elect Leigh Ann Fisher | Management | For | For |
| 1.7 | Elect Alan P. Krusi | Management | For | For |
| 1.8 | Elect Kay G. Priestly | Management | For | For |
| 1.9 | Elect Karen Swager | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Appointment of Auditor | Management | For | For |
| STARWOOD PROPERTY TRUST, INC.
Meeting Date: MAY 18, 2023 Record Date: FEB 28, 2023 Meeting Type: ANNUAL |
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|
Ticker: STWD
Security ID: 85571B105 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Richard D. Bronson | Management | For | For |
| 1.2 | Elect Jeffrey G. Dishner | Management | For | For |
| 1.3 | Elect Camille Douglas | Management | For | For |
| 1.4 | Elect Deborah L. Harmon | Management | For | For |
| 1.5 | Elect Solomon J. Kumin | Management | For | For |
| 1.6 | Elect Frederick P. Perpall | Management | For | For |
| 1.7 | Elect Fred S. Ridley | Management | For | For |
| 1.8 | Elect Barry S. Sternlicht | Management | For | Withhold |
| 1.9 | Elect Strauss Zelnick | Management | For | For |
| 2 | Advisory Vote on Executive Compensation | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Ratification of Auditor | Management | For | For |
| STATE STREET CORPORATION
Meeting Date: MAY 17, 2023 Record Date: MAR 21, 2023 Meeting Type: ANNUAL |
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|
Ticker: STT
Security ID: 857477103 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Patrick de Saint-Aignan | Management | For | For |
| 2 | Elect Marie A. Chandoha | Management | For | For |
| 3 | Elect Donna DeMaio | Management | For | For |
| 4 | Elect Amelia C. Fawcett | Management | For | For |
| 5 | Elect William C. Freda | Management | For | For |
| 6 | Elect Sara Mathew | Management | For | For |
| 7 | Elect William L. Meaney | Management | For | For |
| 8 | Elect Ronald P. O'Hanley | Management | For | For |
| 9 | Elect Sean O'Sullivan | Management | For | For |
| 10 | Elect Julio A. Portalatin | Management | For | For |
| 11 | Elect John B. Rhea | Management | For | For |
| 12 | Elect Gregory L. Summe | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Amendment to the 2017 Stock Incentive Plan | Management | For | For |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding Report on Conflict of Interest | Shareholder | Against | Against |
| STEEL DYNAMICS, INC.
Meeting Date: MAY 11, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
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|
Ticker: STLD
Security ID: 858119100 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Mark D. Millett | Management | For | For |
| 1.2 | Elect Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Kenneth W. Cornew | Management | For | For |
| 1.4 | Elect Traci M. Dolan | Management | For | For |
| 1.5 | Elect James C. Marcuccilli | Management | For | For |
| 1.6 | Elect Bradley S. Seaman | Management | For | For |
| 1.7 | Elect Gabriel L. Shaheen | Management | For | For |
| 1.8 | Elect Luis M. Sierra | Management | For | For |
| 1.9 | Elect Steven A. Sonnenberg | Management | For | For |
| 1.10 | Elect Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 4 | Advisory Vote on Executive Compensation | Management | For | For |
| 5 | Approval of the 2023 Equity Incentive Plan | Management | For | Against |
| 6 | Adoption of Majority Vote for Election of Directors | Management | For | For |
| SYNCHRONY FINANCIAL
Meeting Date: MAY 18, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL |
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|
Ticker: SYF
Security ID: 87165B103 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Brian D. Doubles | Management | For | For |
| 2 | Elect Fernando Aguirre | Management | For | For |
| 3 | Elect Paget L. Alves | Management | For | For |
| 4 | Elect Kamila Chytil | Management | For | For |
| 5 | Elect Arthur W. Coviello, Jr. | Management | For | For |
| 6 | Elect Roy A. Guthrie | Management | For | For |
| 7 | Elect Jeffrey G. Naylor | Management | For | For |
| 8 | Elect P.W. Parker | Management | For | For |
| 9 | Elect Laurel J. Richie | Management | For | For |
| 10 | Elect Ellen M. Zane | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| T-MOBILE US, INC.
Meeting Date: JUN 16, 2023 Record Date: APR 17, 2023 Meeting Type: ANNUAL |
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|
Ticker: TMUS
Security ID: 872590104 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Andre Almeida | Management | For | For |
| 1.2 | Elect Marcelo Claure | Management | For | For |
| 1.3 | Elect Srikant M. Datar | Management | For | For |
| 1.4 | Elect Srinivasan Gopalan | Management | For | For |
| 1.5 | Elect Timotheus Hottges | Management | For | For |
| 1.6 | Elect Christian P. Illek | Management | For | For |
| 1.7 | Elect Raphael Kubler | Management | For | For |
| 1.8 | Elect Thorsten Langheim | Management | For | For |
| 1.9 | Elect Dominique Leroy | Management | For | For |
| 1.10 | Elect Letitia A. Long | Management | For | For |
| 1.11 | Elect G. Michael Sievert | Management | For | For |
| 1.12 | Elect Teresa A. Taylor | Management | For | For |
| 1.13 | Elect Kelvin R. Westbrook | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | Against |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| 5 | Approval of the 2023 Incentive Award Plan | Management | For | Against |
| 6 | Amendment to the 2014 Employee Stock Purchase Plan | Management | For | For |
| T. ROWE PRICE GROUP, INC.
Meeting Date: MAY 09, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
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|
Ticker: TROW
Security ID: 74144T108 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Glenn R. August | Management | For | Against |
| 2 | Elect Mark S. Bartlett | Management | For | For |
| 3 | Elect Dina Dublon | Management | For | For |
| 4 | Elect Freeman A. Hrabowski III | Management | For | For |
| 5 | Elect Robert F. MacLellan | Management | For | For |
| 6 | Elect Eileen P. Rominger | Management | For | For |
| 7 | Elect Robert W. Sharps | Management | For | For |
| 8 | Elect Robert J. Stevens | Management | For | For |
| 9 | Elect William J. Stromberg | Management | For | For |
| 10 | Elect Sandra S. Wijnberg | Management | For | For |
| 11 | Elect Alan D. Wilson | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Approval of Restated 1986 Employee Stock Purchase Plan | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| TD SYNNEX CORPORATION
Meeting Date: MAR 21, 2023 Record Date: JAN 23, 2023 Meeting Type: ANNUAL |
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|
Ticker: SNX
Security ID: 87162W100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Dennis Polk | Management | For | Withhold |
| 2 | Elect Robert Kalsow-Ramos | Management | For | Withhold |
| 3 | Elect Ann Vezina | Management | For | For |
| 4 | Elect Richard T. Hume | Management | For | Withhold |
| 5 | Elect Fred Breidenbach | Management | For | For |
| 6 | Elect Hau Lee | Management | For | For |
| 7 | Elect Matthew Miau | Management | For | Withhold |
| 8 | Elect Nayaki R. Nayyar | Management | For | For |
| 9 | Elect Matthew Nord | Management | For | Withhold |
| 10 | Elect Merline Saintil | Management | For | For |
| 11 | Elect Duane E. Zitzner | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| THE BANK OF NEW YORK MELLON CORPORATION
Meeting Date: APR 12, 2023 Record Date: FEB 16, 2023 Meeting Type: ANNUAL |
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|
Ticker: BK
Security ID: 064058100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Linda Z. Cook | Management | For | For |
| 2 | Elect Joseph J. Echevarria | Management | For | For |
| 3 | Elect M. Amy Gilliland | Management | For | For |
| 4 | Elect Jeffrey A. Goldstein | Management | For | For |
| 5 | Elect K. Guru Gowrappan | Management | For | For |
| 6 | Elect Ralph Izzo | Management | For | For |
| 7 | Elect Sandie O'Connor | Management | For | For |
| 8 | Elect Elizabeth E. Robinson | Management | For | For |
| 9 | Elect Frederick O. Terrell | Management | For | For |
| 10 | Elect Robin A. Vince | Management | For | For |
| 11 | Elect Alfred W. Zollar | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Approval of the 2023 Long-Term Incentive Plan | Management | For | Against |
| 16 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| THE BOEING COMPANY
Meeting Date: APR 18, 2023 Record Date: FEB 17, 2023 Meeting Type: ANNUAL |
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|
Ticker: BA
Security ID: 097023105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Robert A. Bradway | Management | For | For |
| 2 | Elect David L. Calhoun | Management | For | For |
| 3 | Elect Lynne M. Doughtie | Management | For | For |
| 4 | Elect David L. Gitlin | Management | For | For |
| 5 | Elect Lynn J. Good | Management | For | For |
| 6 | Elect Stayce D. Harris | Management | For | For |
| 7 | Elect Akhil Johri | Management | For | For |
| 8 | Elect David L. Joyce | Management | For | For |
| 9 | Elect Lawrence W. Kellner | Management | For | For |
| 10 | Elect Steven M. Mollenkopf | Management | For | For |
| 11 | Elect John M. Richardson | Management | For | For |
| 12 | Elect Sabrina Soussan | Management | For | For |
| 13 | Elect Ronald A. Williams | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Approval of the 2023 Incentive Stock Plan | Management | For | Against |
| 17 | Ratification of Auditor | Management | For | For |
| 18 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | Shareholder | Against | For |
| 21 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | Shareholder | Against | For |
| THE CIGNA GROUP
Meeting Date: APR 26, 2023 Record Date: MAR 07, 2023 Meeting Type: ANNUAL |
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|
Ticker: CI
Security ID: 125523100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect David M. Cordani | Management | For | For |
| 2 | Elect William J. DeLaney | Management | For | For |
| 3 | Elect Eric J. Foss | Management | For | For |
| 4 | Elect Elder Granger | Management | For | For |
| 5 | Elect Neesha Hathi | Management | For | For |
| 6 | Elect George Kurian | Management | For | For |
| 7 | Elect Kathleen M. Mazzarella | Management | For | For |
| 8 | Elect Mark B. McClellan | Management | For | For |
| 9 | Elect Kimberly A. Ross | Management | For | For |
| 10 | Elect Eric C. Wiseman | Management | For | For |
| 11 | Elect Donna F. Zarcone | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Amendment to Allow Exculpation of Officers | Management | For | For |
| 16 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | For |
| 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| THE GOLDMAN SACHS GROUP, INC.
Meeting Date: APR 26, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL |
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|
Ticker: GS
Security ID: 38141G104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect M. Michele Burns | Management | For | For |
| 2 | Elect Mark Flaherty | Management | For | For |
| 3 | Elect Kimberley Harris | Management | For | For |
| 4 | Elect Kevin R. Johnson | Management | For | For |
| 5 | Elect Ellen J. Kullman | Management | For | For |
| 6 | Elect Lakshmi N. Mittal | Management | For | Against |
| 7 | Elect Adebayo O. Ogunlesi | Management | For | For |
| 8 | Elect Peter Oppenheimer | Management | For | For |
| 9 | Elect David M. Solomon | Management | For | For |
| 10 | Elect Jan E. Tighe | Management | For | For |
| 11 | Elect Jessica Uhl | Management | For | For |
| 12 | Elect David A. Viniar | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Lobbying Report | Shareholder | Against | For |
| 17 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Third-Party Review for Congruency of China-focused ETFs | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding a Racial Equity Audit | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | Shareholder | Against | Against |
| 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | Shareholder | Against | Against |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC.
Meeting Date: MAY 17, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
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|
Ticker: HIG
Security ID: 416515104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Larry D. De Shon | Management | For | For |
| 2 | Elect Carlos Dominguez | Management | For | For |
| 3 | Elect Trevor Fetter | Management | For | For |
| 4 | Elect Donna A. James | Management | For | For |
| 5 | Elect Kathryn A. Mikells | Management | For | For |
| 6 | Elect Edmund Reese | Management | For | For |
| 7 | Elect Teresa W. Roseborough | Management | For | For |
| 8 | Elect Virginia P. Ruesterholz | Management | For | For |
| 9 | Elect Christopher J. Swift | Management | For | For |
| 10 | Elect Matthew E. Winter | Management | For | For |
| 11 | Elect Greig Woodring | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| THE HOME DEPOT, INC.
Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
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|
Ticker: HD
Security ID: 437076102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Gerard J. Arpey | Management | For | For |
| 2 | Elect Ari Bousbib | Management | For | For |
| 3 | Elect Jeffery H. Boyd | Management | For | For |
| 4 | Elect Gregory D. Brenneman | Management | For | For |
| 5 | Elect J. Frank Brown | Management | For | For |
| 6 | Elect Albert P. Carey | Management | For | For |
| 7 | Elect Edward P. Decker | Management | For | For |
| 8 | Elect Linda R. Gooden | Management | For | For |
| 9 | Elect Wayne M. Hewett | Management | For | For |
| 10 | Elect Manuel Kadre | Management | For | For |
| 11 | Elect Stephanie C. Linnartz | Management | For | For |
| 12 | Elect Paula Santilli | Management | For | For |
| 13 | Elect Caryn Seidman-Becker | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 17 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Public Positions on Political Speech | Shareholder | Against | Against |
| THE HOWARD HUGHES CORPORATION
Meeting Date: MAY 25, 2023 Record Date: MAR 29, 2023 Meeting Type: ANNUAL |
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|
Ticker: HHC
Security ID: 44267D107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect William A. Ackman | Management | For | For |
| 2 | Elect David Eun | Management | For | For |
| 3 | Elect Adam Flatto | Management | For | For |
| 4 | Elect Beth J. Kaplan | Management | For | For |
| 5 | Elect Allen Model | Management | For | For |
| 6 | Elect David OReilly | Management | For | For |
| 7 | Elect R. Scot Sellers | Management | For | For |
| 8 | Elect Steven Shepsman | Management | For | For |
| 9 | Elect Mary Ann Tighe | Management | For | For |
| 10 | Elect Anthony A. Williams | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| THE KRAFT HEINZ COMPANY
Meeting Date: MAY 04, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL |
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|
Ticker: KHC
Security ID: 500754106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Gregory E. Abel | Management | For | For |
| 2 | Elect Humberto P. Alfonso | Management | For | For |
| 3 | Elect John T. Cahill | Management | For | For |
| 4 | Elect Lori Dickerson Fouche | Management | For | For |
| 5 | Elect Diane Gherson | Management | For | For |
| 6 | Elect Timothy Kenesey | Management | For | For |
| 7 | Elect Alicia Knapp | Management | For | For |
| 8 | Elect Elio Leoni Sceti | Management | For | For |
| 9 | Elect Susan R. Mulder | Management | For | For |
| 10 | Elect James Park | Management | For | For |
| 11 | Elect Miguel Patricio | Management | For | For |
| 12 | Elect John C. Pope | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding Water Risk Exposure | Shareholder | Against | For |
| 17 | Shareholder Proposal Regarding Civil Rights Audit | Shareholder | Against | Against |
| THE KROGER CO.
Meeting Date: JUN 22, 2023 Record Date: APR 24, 2023 Meeting Type: ANNUAL |
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|
Ticker: KR
Security ID: 501044101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Nora A. Aufreiter | Management | For | For |
| 2 | Elect Kevin M. Brown | Management | For | For |
| 3 | Elect Elaine L. Chao | Management | For | For |
| 4 | Elect Anne Gates | Management | For | For |
| 5 | Elect Karen M. Hoguet | Management | For | For |
| 6 | Elect W. Rodney McMullen | Management | For | For |
| 7 | Elect Clyde R. Moore | Management | For | For |
| 8 | Elect Ronald L. Sargent | Management | For | For |
| 9 | Elect Judith Amanda Sourry Knox | Management | For | For |
| 10 | Elect Mark S. Sutton | Management | For | For |
| 11 | Elect Ashok Vemuri | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding External Public Health Costs Created by the Sale of Tobacco Products | Shareholder | Against | Against |
| 16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Report on Plastics | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding EEO Policy Risk Report | Shareholder | Against | Against |
| THE MOSAIC COMPANY
Meeting Date: MAY 25, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: MOS
Security ID: 61945C103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Cheryl K. Beebe | Management | For | For |
| 2 | Elect Gregory L. Ebel | Management | For | For |
| 3 | Elect Timothy S. Gitzel | Management | For | For |
| 4 | Elect Denise C. Johnson | Management | For | For |
| 5 | Elect Emery N. Koenig | Management | For | For |
| 6 | Elect James C. O'Rourke | Management | For | For |
| 7 | Elect David T. Seaton | Management | For | For |
| 8 | Elect Steven M. Seibert | Management | For | For |
| 9 | Elect Joao Roberto Goncalves Teixeira | Management | For | For |
| 10 | Elect Gretchen H. Watkins | Management | For | For |
| 11 | Elect Kelvin R. Westbrook | Management | For | For |
| 12 | Approval of the 2023 Stock and Incentive Plan | Management | For | Against |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Shareholder Proposal Regarding Right to Call Special Meetings | Shareholder | Against | For |
| 17 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | Shareholder | Against | Against |
| THE PNC FINANCIAL SERVICES GROUP, INC.
Meeting Date: APR 26, 2023 Record Date: FEB 03, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: PNC
Security ID: 693475105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Joseph Alvarado | Management | For | For |
| 2 | Elect Debra A. Cafaro | Management | For | For |
| 3 | Elect Marjorie Rodgers Cheshire | Management | For | For |
| 4 | Elect William S. Demchak | Management | For | For |
| 5 | Elect Andrew T. Feldstein | Management | For | For |
| 6 | Elect Richard J. Harshman | Management | For | For |
| 7 | Elect Daniel R. Hesse | Management | For | Against |
| 8 | Elect Renu Khator | Management | For | For |
| 9 | Elect Linda R. Medler | Management | For | For |
| 10 | Elect Robert A. Niblock | Management | For | For |
| 11 | Elect Martin Pfinsgraff | Management | For | For |
| 12 | Elect Bryan S. Salesky | Management | For | For |
| 13 | Elect Toni Townes-Whitley | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| THE PROCTER & GAMBLE COMPANY
Meeting Date: OCT 11, 2022 Record Date: AUG 12, 2022 Meeting Type: ANNUAL |
||||
|
Ticker: PG
Security ID: 742718109 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect B. Marc Allen | Management | For | For |
| 2 | Elect Angela F. Braly | Management | For | For |
| 3 | Elect Amy L. Chang | Management | For | For |
| 4 | Elect Joseph Jimenez | Management | For | For |
| 5 | Elect Christopher Kempczinski | Management | For | For |
| 6 | Elect Debra L. Lee | Management | For | For |
| 7 | Elect Terry J. Lundgren | Management | For | For |
| 8 | Elect Christine M. McCarthy | Management | For | For |
| 9 | Elect Jon R. Moeller | Management | For | For |
| 10 | Elect Rajesh Subramaniam | Management | For | For |
| 11 | Elect Patricia A. Woertz | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| THE SOUTHERN COMPANY
Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
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|
Ticker: SO
Security ID: 842587107 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Janaki Akella | Management | For | For |
| 2 | Elect Henry A. Clark III | Management | For | For |
| 3 | Elect Anthony F. Earley, Jr. | Management | For | For |
| 4 | Elect Thomas A. Fanning | Management | For | For |
| 5 | Elect David J. Grain | Management | For | For |
| 6 | Elect Colette D. Honorable | Management | For | For |
| 7 | Elect Donald M. James | Management | For | For |
| 8 | Elect John D. Johns | Management | For | For |
| 9 | Elect Dale E. Klein | Management | For | For |
| 10 | Elect David E. Meador | Management | For | For |
| 11 | Elect Ernest J. Moniz | Management | For | For |
| 12 | Elect William G. Smith, Jr. | Management | For | For |
| 13 | Elect Kristine L. Svinicki | Management | For | For |
| 14 | Elect Lizanne Thomas | Management | For | For |
| 15 | Elect Christopher C. Womack | Management | For | For |
| 16 | Elect E. Jenner Wood III | Management | For | For |
| 17 | Advisory Vote on Executive Compensation | Management | For | Against |
| 18 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 19 | Ratification of Auditor | Management | For | For |
| 20 | Elimination of Supermajority Requirement | Management | For | For |
| 21 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Scope 3 GHG Emissions Targets | Shareholder | Against | Against |
| 23 | Shareholder Proposal Regarding Report on Net Zero 2050 Goal Progress | Shareholder | Against | Against |
| THE TRAVELERS COMPANIES, INC.
Meeting Date: MAY 24, 2023 Record Date: MAR 28, 2023 Meeting Type: ANNUAL |
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|
Ticker: TRV
Security ID: 89417E109 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Alan L. Beller | Management | For | For |
| 2 | Elect Janet M. Dolan | Management | For | For |
| 3 | Elect Russell G. Golden | Management | For | For |
| 4 | Elect Patricia L. Higgins | Management | For | For |
| 5 | Elect William J. Kane | Management | For | For |
| 6 | Elect Thomas B. Leonardi | Management | For | For |
| 7 | Elect Clarence Otis, Jr. | Management | For | For |
| 8 | Elect Elizabeth E. Robinson | Management | For | For |
| 9 | Elect Philip T. Ruegger III | Management | For | For |
| 10 | Elect Rafael Santana | Management | For | For |
| 11 | Elect Todd C. Schermerhorn | Management | For | For |
| 12 | Elect Alan D. Schnitzer | Management | For | For |
| 13 | Elect Laurie J. Thomsen | Management | For | For |
| 14 | Elect Bridget A. van Kralingen | Management | For | For |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 17 | Advisory Vote on Executive Compensation | Management | For | Against |
| 18 | Approval of the 2023 Stock Incentive Plan | Management | For | Against |
| 19 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Fossil Fuel Underwriting Policy | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | For |
| 22 | Shareholder Proposal Regarding Insuring Law Enforcement | Shareholder | Against | Against |
| 23 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | Shareholder | Against | For |
| THE WALT DISNEY COMPANY
Meeting Date: APR 03, 2023 Record Date: FEB 08, 2023 Meeting Type: ANNUAL |
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|
Ticker: DIS
Security ID: 254687106 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mary T. Barra | Management | For | For |
| 2 | Elect Safra A. Catz | Management | For | For |
| 3 | Elect Amy L. Chang | Management | For | For |
| 4 | Elect Francis A. deSouza | Management | For | For |
| 5 | Elect Carolyn N. Everson | Management | For | For |
| 6 | Elect Michael B.G. Froman | Management | For | For |
| 7 | Elect Robert A. Iger | Management | For | For |
| 8 | Elect Maria Elena Lagomasino | Management | For | For |
| 9 | Elect Calvin R. McDonald | Management | For | For |
| 10 | Elect Mark G. Parker | Management | For | For |
| 11 | Elect Derica W. Rice | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | For |
| THERMO FISHER SCIENTIFIC INC.
Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
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|
Ticker: TMO
Security ID: 883556102 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Marc N. Casper | Management | For | For |
| 2 | Elect Nelson J. Chai | Management | For | For |
| 3 | Elect Ruby R. Chandy | Management | For | For |
| 4 | Elect C. Martin Harris | Management | For | For |
| 5 | Elect Tyler Jacks | Management | For | For |
| 6 | Elect R. Alexandra Keith | Management | For | For |
| 7 | Elect James C. Mullen | Management | For | For |
| 8 | Elect Lars R. Sorensen | Management | For | For |
| 9 | Elect Debora L. Spar | Management | For | For |
| 10 | Elect Scott M. Sperling | Management | For | For |
| 11 | Elect Dion J. Weisler | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Amendment to the 2013 Stock Incentive Plan | Management | For | For |
| 16 | Approval of the 2023 Employee Stock Purchase Plan | Management | For | For |
| THOR INDUSTRIES, INC.
Meeting Date: DEC 16, 2022 Record Date: OCT 17, 2022 Meeting Type: ANNUAL |
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|
Ticker: THO
Security ID: 885160101 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Andrew E. Graves | Management | For | For |
| 1.2 | Elect Christina Hennington | Management | For | For |
| 1.3 | Elect Amelia A. Huntington | Management | For | For |
| 1.4 | Elect Laurel Hurd | Management | For | For |
| 1.5 | Elect Wilson R. Jones | Management | For | For |
| 1.6 | Elect William J. Kelley, Jr. | Management | For | For |
| 1.7 | Elect Christopher J. Klein | Management | For | For |
| 1.8 | Elect Robert W. Martin | Management | For | For |
| 1.9 | Elect Peter B. Orthwein | Management | For | For |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | For |
| TOLL BROTHERS, INC.
Meeting Date: MAR 07, 2023 Record Date: JAN 12, 2023 Meeting Type: ANNUAL |
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|
Ticker: TOL
Security ID: 889478103 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Douglas C. Yearley, Jr. | Management | For | For |
| 2 | Elect Stephen F. East | Management | For | For |
| 3 | Elect Christine N. Garvey | Management | For | For |
| 4 | Elect Karen H. Grimes | Management | For | For |
| 5 | Elect Derek T. Kan | Management | For | For |
| 6 | Elect Carl B. Marbach | Management | For | For |
| 7 | Elect John A. McLean | Management | For | For |
| 8 | Elect Wendell E Pritchett | Management | For | For |
| 9 | Elect Paul E. Shapiro | Management | For | For |
| 10 | Elect Scott D. Stowell | Management | For | For |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| TRUIST FINANCIAL CORPORATION
Meeting Date: APR 25, 2023 Record Date: FEB 16, 2023 Meeting Type: ANNUAL |
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|
Ticker: TFC
Security ID: 89832Q109 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Jennifer S. Banner | Management | For | For |
| 2 | Elect K. David Boyer, Jr. | Management | For | For |
| 3 | Elect Agnes Bundy Scanlan | Management | For | For |
| 4 | Elect Anna R. Cablik | Management | For | For |
| 5 | Elect Dallas S. Clement | Management | For | For |
| 6 | Elect Paul D. Donahue | Management | For | For |
| 7 | Elect Patrick C. Graney III | Management | For | For |
| 8 | Elect Linnie M. Haynesworth | Management | For | For |
| 9 | Elect Kelly S. King | Management | For | For |
| 10 | Elect Easter A. Maynard | Management | For | For |
| 11 | Elect Donna S. Morea | Management | For | For |
| 12 | Elect Charles A. Patton | Management | For | For |
| 13 | Elect Nido R. Qubein | Management | For | For |
| 14 | Elect David M. Ratcliffe | Management | For | For |
| 15 | Elect William H. Rogers, Jr. | Management | For | For |
| 16 | Elect Frank P. Scruggs, Jr. | Management | For | For |
| 17 | Elect Christine Sears | Management | For | For |
| 18 | Elect Thomas E. Skains | Management | For | For |
| 19 | Elect Bruce L. Tanner | Management | For | For |
| 20 | Elect Thomas N. Thompson | Management | For | For |
| 21 | Elect Steven C. Voorhees | Management | For | For |
| 22 | Ratification of Auditor | Management | For | For |
| 23 | Advisory Vote on Executive Compensation | Management | For | Against |
| 24 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 25 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| TYSON FOODS, INC.
Meeting Date: FEB 09, 2023 Record Date: DEC 12, 2022 Meeting Type: ANNUAL |
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|
Ticker: TSN
Security ID: 902494103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect John H. Tyson | Management | For | For |
| 2 | Elect Les R. Baledge | Management | For | For |
| 3 | Elect Mike D. Beebe | Management | For | For |
| 4 | Elect Maria Claudia Borras | Management | For | For |
| 5 | Elect David J. Bronczek | Management | For | For |
| 6 | Elect Mikel A. Durham | Management | For | For |
| 7 | Elect Donnie King | Management | For | For |
| 8 | Elect Jonathan D. Mariner | Management | For | For |
| 9 | Elect Kevin M. McNamara | Management | For | For |
| 10 | Elect Cheryl S. Miller | Management | For | For |
| 11 | Elect Jeffrey K. Schomburger | Management | For | For |
| 12 | Elect Barbara A. Tyson | Management | For | For |
| 13 | Elect Noel White | Management | For | For |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| 16 | Frequency of Advisory Vote on Executive Compensation | Management | 3 Years | 1 Year |
| 17 | Amendment to the 2000 Stock Incentive Plan | Management | For | For |
| 18 | Shareholder Proposal Regarding Policy on Use of Antibiotics in the Supply Chain | Shareholder | Against | Against |
| U.S. BANCORP
Meeting Date: APR 18, 2023 Record Date: FEB 21, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: USB
Security ID: 902973304 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Warner L. Baxter | Management | For | For |
| 2 | Elect Dorothy J. Bridges | Management | For | For |
| 3 | Elect Elizabeth L. Buse | Management | For | For |
| 4 | Elect Andrew Cecere | Management | For | For |
| 5 | Elect Alan B. Colberg | Management | For | For |
| 6 | Elect Kimberly N. Ellison-Taylor | Management | For | For |
| 7 | Elect Kimberly J. Harris | Management | For | For |
| 8 | Elect Roland A. Hernandez | Management | For | For |
| 9 | Elect Richard P. McKenney | Management | For | For |
| 10 | Elect Yusuf I. Mehdi | Management | For | For |
| 11 | Elect Loretta E. Reynolds | Management | For | For |
| 12 | Elect John P. Wiehoff | Management | For | For |
| 13 | Elect Scott W. Wine | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| UGI CORPORATION
Meeting Date: JAN 27, 2023 Record Date: NOV 18, 2022 Meeting Type: ANNUAL |
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|
Ticker: UGI
Security ID: 902681105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Frank S. Hermance | Management | For | For |
| 2 | Elect M. Shawn Bort | Management | For | For |
| 3 | Elect Theodore A. Dosch | Management | For | For |
| 4 | Elect Alan N. Harris | Management | For | For |
| 5 | Elect Mario Longhi | Management | For | For |
| 6 | Elect William J. Marrazzo | Management | For | For |
| 7 | Elect Cindy J. Miller | Management | For | For |
| 8 | Elect Roger Perreault | Management | For | For |
| 9 | Elect Kelly A. Romano | Management | For | For |
| 10 | Elect James B. Stallings, Jr. | Management | For | For |
| 11 | Advisory Vote on Executive Compensation | Management | For | For |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Ratification of Auditor | Management | For | For |
| UNITED STATES STEEL CORPORATION
Meeting Date: APR 25, 2023 Record Date: FEB 27, 2023 Meeting Type: ANNUAL |
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|
Ticker: X
Security ID: 912909108 |
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| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Tracy A. Atkinson | Management | For | For |
| 2 | Elect Andrea J. Ayers | Management | For | For |
| 3 | Elect David B. Burritt | Management | For | For |
| 4 | Elect Alicia J. Davis | Management | For | For |
| 5 | Elect Terry L. Dunlap | Management | For | For |
| 6 | Elect John J. Engel | Management | For | For |
| 7 | Elect John V. Faraci | Management | For | For |
| 8 | Elect Murry S. Gerber | Management | For | For |
| 9 | Elect Jeh C. Johnson | Management | For | For |
| 10 | Elect Paul A. Mascarenas | Management | For | For |
| 11 | Elect Michael H. McGarry | Management | For | For |
| 12 | Elect David S. Sutherland | Management | For | For |
| 13 | Elect Patricia A. Tracey | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| UNUM GROUP
Meeting Date: MAY 25, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
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|
Ticker: UNM
Security ID: 91529Y106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Theodore H. Bunting, Jr. | Management | For | For |
| 2 | Elect Susan L. Cross | Management | For | For |
| 3 | Elect Susan D. DeVore | Management | For | For |
| 4 | Elect Joseph J. Echevarria | Management | For | For |
| 5 | Elect Cynthia L. Egan | Management | For | For |
| 6 | Elect Kevin T. Kabat | Management | For | For |
| 7 | Elect Timothy F. Keaney | Management | For | For |
| 8 | Elect Gale V. King | Management | For | For |
| 9 | Elect Gloria C. Larson | Management | For | For |
| 10 | Elect Richard P. McKenney | Management | For | For |
| 11 | Elect Ronald P. O'Hanley | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | For |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 14 | Ratification of Auditor | Management | For | For |
| VALERO ENERGY CORPORATION
Meeting Date: MAY 09, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
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|
Ticker: VLO
Security ID: 91913Y100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Fred M. Diaz | Management | For | For |
| 2 | Elect H. Paulett Eberhart | Management | For | For |
| 3 | Elect Marie A. Ffolkes | Management | For | For |
| 4 | Elect Joseph W. Gorder | Management | For | For |
| 5 | Elect Kimberly S. Greene | Management | For | For |
| 6 | Elect Deborah P. Majoras | Management | For | For |
| 7 | Elect Eric D. Mullins | Management | For | For |
| 8 | Elect Donald L. Nickles | Management | For | For |
| 9 | Elect Robert A. Profusek | Management | For | For |
| 10 | Elect Randall J. Weisenburger | Management | For | For |
| 11 | Elect Rayford Wilkins Jr. | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Shareholder Proposal Regarding Report on Climate Transition Plan and GHG Targets | Shareholder | Against | For |
| 16 | Shareholder Proposal Regarding a Racial Equity Audit | Shareholder | Against | Against |
| VERIZON COMMUNICATIONS INC.
Meeting Date: MAY 11, 2023 Record Date: MAR 13, 2023 Meeting Type: ANNUAL |
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|
Ticker: VZ
Security ID: 92343V104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Shellye L. Archambeau | Management | For | For |
| 2 | Elect Roxanne S. Austin | Management | For | For |
| 3 | Elect Mark T. Bertolini | Management | For | For |
| 4 | Elect Vittorio Colao | Management | For | For |
| 5 | Elect Melanie L. Healey | Management | For | For |
| 6 | Elect Laxman Narasimhan | Management | For | For |
| 7 | Elect Clarence Otis, Jr. | Management | For | For |
| 8 | Elect Daniel H. Schulman | Management | For | For |
| 9 | Elect Rodney E. Slater | Management | For | For |
| 10 | Elect Carol B. Tome | Management | For | For |
| 11 | Elect Hans E. Vestberg | Management | For | For |
| 12 | Elect Gregory G. Weaver | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| 16 | Shareholder Proposal Regarding Report on Government Takedown Requests | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding a Policy to Prohibit Political and Electioneering Expenditures | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Amendment to Clawback Policy | Shareholder | Against | For |
| 19 | Shareholder Proposal Regarding Severance Approval Policy | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| VIATRIS INC.
Meeting Date: DEC 09, 2022 Record Date: OCT 20, 2022 Meeting Type: ANNUAL |
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|
Ticker: VTRS
Security ID: 92556V106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect W. Don Cornwell | Management | For | For |
| 2 | Elect Harry A. Korman | Management | For | For |
| 3 | Elect Rajiv Malik | Management | For | For |
| 4 | Elect Richard A. Mark | Management | For | For |
| 5 | Advisory Vote on Executive Compensation | Management | For | For |
| 6 | Ratification of Auditor | Management | For | For |
| 7 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| VICI PROPERTIES INC.
Meeting Date: APR 27, 2023 Record Date: MAR 01, 2023 Meeting Type: ANNUAL |
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|
Ticker: VICI
Security ID: 925652109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect James R. Abrahamson | Management | For | For |
| 2 | Elect Diana F. Cantor | Management | For | For |
| 3 | Elect Monica H. Douglas | Management | For | For |
| 4 | Elect Elizabeth I. Holland | Management | For | For |
| 5 | Elect Craig Macnab | Management | For | For |
| 6 | Elect Edward B. Pitoniak | Management | For | For |
| 7 | Elect Michael D. Rumbolz | Management | For | For |
| 8 | Ratification of Auditor | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | For |
| VORNADO REALTY TRUST
Meeting Date: MAY 18, 2023 Record Date: MAR 20, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: VNO
Security ID: 929042109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Steven Roth | Management | For | Withhold |
| 1.2 | Elect Candace K. Beinecke | Management | For | For |
| 1.3 | Elect Michael D. Fascitelli | Management | For | Withhold |
| 1.4 | Elect Beatrice Bassey | Management | For | For |
| 1.5 | Elect William W. Helman IV | Management | For | For |
| 1.6 | Elect David Mandelbaum | Management | For | Withhold |
| 1.7 | Elect Raymond J. McGuire | Management | For | Withhold |
| 1.8 | Elect Mandakini Puri | Management | For | For |
| 1.9 | Elect Daniel R. Tisch | Management | For | For |
| 1.10 | Elect Russell B. Wight, Jr. | Management | For | Withhold |
| 2 | Ratification of Auditor | Management | For | For |
| 3 | Advisory Vote on Executive Compensation | Management | For | Against |
| 4 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 5 | Approval of the 2023 Omnibus Share Plan | Management | For | Against |
| WALGREENS BOOTS ALLIANCE, INC.
Meeting Date: JAN 26, 2023 Record Date: NOV 28, 2022 Meeting Type: ANNUAL |
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|
Ticker: WBA
Security ID: 931427108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Janice M. Babiak | Management | For | For |
| 2 | Elect Inderpal S. Bhandari | Management | For | For |
| 3 | Elect Rosalind G. Brewer | Management | For | For |
| 4 | Elect Ginger L. Graham | Management | For | Against |
| 5 | Elect Bryan C. Hanson | Management | For | For |
| 6 | Elect Valerie B. Jarrett | Management | For | Against |
| 7 | Elect John A. Lederer | Management | For | Against |
| 8 | Elect Dominic P. Murphy | Management | For | For |
| 9 | Elect Stefano Pessina | Management | For | For |
| 10 | Elect Nancy M. Schlichting | Management | For | Against |
| 11 | Advisory Vote on Executive Compensation | Management | For | Against |
| 12 | Ratification of Auditor | Management | For | For |
| 13 | Shareholder Proposal Regarding External Public Health Costs Created by the Sale of Tobacco Products | Shareholder | Against | Against |
| 14 | Shareholder Proposal Regarding Independent Chair | Shareholder | Against | For |
| WALMART INC.
Meeting Date: MAY 31, 2023 Record Date: APR 06, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: WMT
Security ID: 931142103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Cesar Conde | Management | For | For |
| 2 | Elect Timothy P. Flynn | Management | For | For |
| 3 | Elect Sarah J. Friar | Management | For | For |
| 4 | Elect Carla A. Harris | Management | For | For |
| 5 | Elect Thomas W. Horton | Management | For | For |
| 6 | Elect Marissa A. Mayer | Management | For | For |
| 7 | Elect C. Douglas McMillon | Management | For | Against |
| 8 | Elect Gregory B. Penner | Management | For | Against |
| 9 | Elect Randall L. Stephenson | Management | For | For |
| 10 | Elect S. Robson Walton | Management | For | Against |
| 11 | Elect Steuart L. Walton | Management | For | Against |
| 12 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Ratification of Auditor | Management | For | For |
| 15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | Shareholder | Against | Against |
| 16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | Shareholder | Against | Against |
| 17 | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | Against | For |
| 18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | Shareholder | Against | For |
| 20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Report on Corporate Operations with China | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | Shareholder | Against | For |
| WEBSTER FINANCIAL CORPORATION
Meeting Date: APR 26, 2023 Record Date: MAR 06, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: WBS
Security ID: 947890109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect John R. Ciulla | Management | For | For |
| 2 | Elect Jack L. Kopnisky | Management | For | For |
| 3 | Elect William L. Atwell | Management | For | For |
| 4 | Elect John P. Cahill | Management | For | For |
| 5 | Elect E. Carol Hayles | Management | For | For |
| 6 | Elect Linda H. Ianieri | Management | For | For |
| 7 | Elect Mona Aboelnaga Kanaan | Management | For | For |
| 8 | Elect James J. Landy | Management | For | For |
| 9 | Elect Maureen B. Mitchell | Management | For | For |
| 10 | Elect Laurence C. Morse | Management | For | For |
| 11 | Elect Karen R. Osar | Management | For | For |
| 12 | Elect Richard OToole | Management | For | For |
| 13 | Elect Mark Pettie | Management | For | For |
| 14 | Elect Lauren C. States | Management | For | For |
| 15 | Elect William E. Whiston | Management | For | For |
| 16 | Advisory Vote on Executive Compensation | Management | For | For |
| 17 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 18 | Amendment to the 2021 Stock Incentive Plan | Management | For | For |
| 19 | Amendment to Articles to Limit Liability of Certain Officers | Management | For | For |
| 20 | Ratification of Auditor | Management | For | For |
| WEC ENERGY GROUP, INC.
Meeting Date: MAY 04, 2023 Record Date: FEB 23, 2023 Meeting Type: ANNUAL |
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|
Ticker: WEC
Security ID: 92939U106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Ave M. Bie | Management | For | For |
| 2 | Elect Curt S. Culver | Management | For | For |
| 3 | Elect Danny L. Cunningham | Management | For | For |
| 4 | Elect William M. Farrow III | Management | For | For |
| 5 | Elect Cristina A. Garcia-Thomas | Management | For | For |
| 6 | Elect Maria C. Green | Management | For | For |
| 7 | Elect Gale E. Klappa | Management | For | For |
| 8 | Elect Thomas K. Lane | Management | For | For |
| 9 | Elect Scott J. Lauber | Management | For | For |
| 10 | Elect Ulice Payne, Jr. | Management | For | For |
| 11 | Elect Mary Ellen Stanek | Management | For | For |
| 12 | Elect Glen E. Tellock | Management | For | For |
| 13 | Ratification of Auditor | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Advisory Vote on Executive Compensation | Management | For | For |
| WELLS FARGO & COMPANY
Meeting Date: APR 25, 2023 Record Date: FEB 24, 2023 Meeting Type: ANNUAL |
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|
Ticker: WFC
Security ID: 949746101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Steven D. Black | Management | For | For |
| 2 | Elect Mark A. Chancy | Management | For | For |
| 3 | Elect Celeste A. Clark | Management | For | For |
| 4 | Elect Theodore F. Craver, Jr. | Management | For | For |
| 5 | Elect Richard K. Davis | Management | For | For |
| 6 | Elect Wayne M. Hewett | Management | For | For |
| 7 | Elect CeCelia Morken | Management | For | For |
| 8 | Elect Maria R. Morris | Management | For | For |
| 9 | Elect Felicia F. Norwood | Management | For | For |
| 10 | Elect Richard B. Payne, Jr. | Management | For | For |
| 11 | Elect Ronald L. Sargent | Management | For | For |
| 12 | Elect Charles W. Scharf | Management | For | For |
| 13 | Elect Suzanne M. Vautrinot | Management | For | For |
| 14 | Advisory Vote on Executive Compensation | Management | For | For |
| 15 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 16 | Ratification of Auditor | Management | For | For |
| 17 | Shareholder Proposal Regarding Simple Majority Vote | Shareholder | Against | Against |
| 18 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | Shareholder | Against | Against |
| 19 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | Shareholder | Against | Against |
| 20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | Shareholder | Against | Against |
| 21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | Shareholder | Against | Against |
| 22 | Shareholder Proposal Regarding Report on Harassment and Discrimination | Shareholder | Against | For |
| 23 | Shareholder Proposal Regarding Policy on Freedom of Association | Shareholder | Against | For |
| WELLTOWER INC.
Meeting Date: MAY 23, 2023 Record Date: APR 03, 2023 Meeting Type: ANNUAL |
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|
Ticker: WELL
Security ID: 95040Q104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kenneth J. Bacon | Management | For | For |
| 2 | Elect Karen B. DeSalvo | Management | For | For |
| 3 | Elect Philip L. Hawkins | Management | For | Against |
| 4 | Elect Dennis G. Lopez | Management | For | Against |
| 5 | Elect Shankh Mitra | Management | For | For |
| 6 | Elect Ade J. Patton | Management | For | For |
| 7 | Elect Diana W. Reid | Management | For | For |
| 8 | Elect Sergio D. Rivera | Management | For | For |
| 9 | Elect Johnese M. Spisso | Management | For | Against |
| 10 | Elect Kathryn M. Sullivan | Management | For | Against |
| 11 | Ratification of Auditor | Management | For | For |
| 12 | Advisory Vote on Executive Compensation | Management | For | Against |
| 13 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| WESTERN DIGITAL CORPORATION
Meeting Date: NOV 16, 2022 Record Date: SEP 19, 2022 Meeting Type: ANNUAL |
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|
Ticker: WDC
Security ID: 958102105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Kimberly E. Alexy | Management | For | For |
| 2 | Elect Thomas H. Caulfield | Management | For | For |
| 3 | Elect Martin I. Cole | Management | For | Against |
| 4 | Elect Tunc Doluca | Management | For | Against |
| 5 | Elect David V. Goeckeler | Management | For | For |
| 6 | Elect Matthew E. Massengill | Management | For | For |
| 7 | Elect Stephanie A. Streeter | Management | For | Against |
| 8 | Elect Miyuki Suzuki | Management | For | For |
| 9 | Advisory Vote on Executive Compensation | Management | For | Against |
| 10 | Amendment to the 2021 Long-Term Incentive Plan | Management | For | For |
| 11 | Amendment to the 2005 Employee Stock Purchase Plan | Management | For | For |
| 12 | Ratification of Auditor | Management | For | For |
| WESTROCK COMPANY
Meeting Date: JAN 27, 2023 Record Date: DEC 05, 2022 Meeting Type: ANNUAL |
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|
Ticker: WRK
Security ID: 96145D105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Colleen F. Arnold | Management | For | Against |
| 2 | Elect Timothy J. Bernlohr | Management | For | Against |
| 3 | Elect J. Powell Brown | Management | For | For |
| 4 | Elect Terrell K. Crews | Management | For | For |
| 5 | Elect Russell M. Currey | Management | For | For |
| 6 | Elect Suzan F. Harrison | Management | For | For |
| 7 | Elect Gracia C. Martore | Management | For | For |
| 8 | Elect James E. Nevels | Management | For | Against |
| 9 | Elect E. Jean Savage | Management | For | For |
| 10 | Elect David B. Sewell | Management | For | For |
| 11 | Elect Dmitri L. Stockton | Management | For | For |
| 12 | Elect Alan D. Wilson | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | Against |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
| WEYERHAEUSER COMPANY
Meeting Date: MAY 12, 2023 Record Date: MAR 10, 2023 Meeting Type: ANNUAL |
||||
|
Ticker: WY
Security ID: 962166104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Mark A. Emmert | Management | For | For |
| 2 | Elect Rick R. Holley | Management | For | For |
| 3 | Elect Sara G. Lewis | Management | For | For |
| 4 | Elect Deidra C. Merriwether | Management | For | For |
| 5 | Elect Al Monaco | Management | For | For |
| 6 | Elect Nicole W. Piasecki | Management | For | For |
| 7 | Elect Lawrence A. Selzer | Management | For | For |
| 8 | Elect Devin W. Stockfish | Management | For | For |
| 9 | Elect Kim Williams | Management | For | For |
| 10 | Advisory Vote on Executive Compensation | Management | For | For |
| 11 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 12 | Ratification of Auditor | Management | For | For |
| XCEL ENERGY INC.
Meeting Date: MAY 24, 2023 Record Date: MAR 27, 2023 Meeting Type: ANNUAL |
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|
Ticker: XEL
Security ID: 98389B100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Megan Burkhart | Management | For | For |
| 2 | Elect Lynn Casey | Management | For | For |
| 3 | Elect Robert C. Frenzel | Management | For | For |
| 4 | Elect Netha Johnson | Management | For | For |
| 5 | Elect Patricia L. Kampling | Management | For | For |
| 6 | Elect George Kehl | Management | For | For |
| 7 | Elect Richard T. O'Brien | Management | For | For |
| 8 | Elect Charles Pardee | Management | For | For |
| 9 | Elect Christopher J. Policinski | Management | For | For |
| 10 | Elect James T. Prokopanko | Management | For | For |
| 11 | Elect Kim Williams | Management | For | For |
| 12 | Elect Daniel Yohannes | Management | For | For |
| 13 | Advisory Vote on Executive Compensation | Management | For | For |
| 14 | Frequency of Advisory Vote on Executive Compensation | Management | 1 Year | 1 Year |
| 15 | Ratification of Auditor | Management | For | For |
PGIM Real Assets Fund (Cash) - Subadviser: PGIM Quantitative Solutions LLC
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
PGIM Real Assets Fund (Cayman) - Subadviser: PGIM Quantitative Solutions LLC
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
PGIM Real Assets Fund (Commodities) - Subadviser: PGIM Quantitative Solutions LLC
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
PGIM Real Assets Fund (Fund of Fund) - Subadviser: PGIM Quantitative Solutions LLC
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
PGIM Real Assets Fund (Gold) - Subadviser: PGIM Quantitative Solutions LLC
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
PGIM Strategic Bond Fund - Subadviser: PGIM Fixed Income, a business unit of PGIM Inc.
| CHESAPEAKE ENERGY CORPORATION
Meeting Date: JUN 08, 2023 Record Date: APR 10, 2023 Meeting Type: ANNUAL |
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|
Ticker: CHK
Security ID: 165167735 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a. | Election of Director: Domenic J. Dell'Osso, Jr. | Management | For | For |
| 1b. | Election of Director: Timothy S. Duncan | Management | For | For |
| 1c. | Election of Director: Benjamin C. Duster, IV | Management | For | For |
| 1d. | Election of Director: Sarah A. Emerson | Management | For | For |
| 1e. | Election of Director: Matthew M. Gallagher | Management | For | For |
| 1f. | Election of Director: Brian Steck | Management | For | For |
| 1g. | Election of Director: Michael Wichterich | Management | For | For |
| 2. | To approve on an advisory basis our named executive officer compensation. | Management | For | For |
| 3. | To approve on an advisory basis the frequency of shareholder votes on named executive officer compensation. | Management | 1 Year | 1 Year |
| 4. | To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For |
| CODERE FINANCE 2 (LU) SA
Meeting Date: JUL 29, 2022 Record Date: Meeting Type: EXTRAORDINARY GENERAL MEETING |
||||
|
Ticker: CDRSM
Security ID: B8A9YTHZ6 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Acknowledgement of the resignation of Ms. Sandra Ann Egan from her position as a class B director of the Company effective as of 6 April 2022 and grant a full discharge to Ms. Sandra Ann Egan in respect of the performance of her duties as a class B direct | Management | For | Do Not Vote |
| 2 | Acknowledgement of the co-optation of Mr. Michael Bruno P. Goose as a class B director of the Company as of 6 April 2022 until the next annual general meeting of the shareholders of the Company that will take place in 2025 by the board of directors of the | Management | For | Do Not Vote |
| 3 | Amendment of articles 24.3 and 26.3 of the Articles as well as article 26.5 of the Articles to address a clerical error inserted in the previous version of the Articles without substantially amending such article. | Management | For | Do Not Vote |
| 4 | Amendment of the definition of "Corporate Director" under article 43 "Definitions" of the Articles. | Management | For | Do Not Vote |
| 5 | Amendment of the definition of "Opco Group CEO" under article 43 "Definitions" of the Articles. | Management | For | Do Not Vote |
| 6 | Creation of the definition of "Shareholders' Agreement Deed of Amendment" under article 43 "Definitions" of the Articles | Management | For | Do Not Vote |
| CODERE FINANCE 2 (LU) SA
Meeting Date: DEC 07, 2022 Record Date: Meeting Type: EXTRAORDINARY GENERAL MEETING |
||||
|
Ticker: CDRSM
Security ID: B8A9YTHZ6 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | To consider and, if thought fit, to approve, and ratify a special report on transactions in which the Class A directors of the Company had a conflict of interest for a period from January 1st, 2022 until the present date | Management | For | Do Not Vote |
| 2 | To consider and, if thought fit, to approve the appointment of Mr. Michel LECOQ, domiciliated at 27 rue de la Concorde, 4800 Verviers, Grand Duchy of LU, as statutory auditor of the Company and its Group of Companies | Management | For | Do Not Vote |
| 3 | To consider and, if thought fit, to approve the appointment of Ernst & Young, S.L. domiciliated at C. de Raimundo Fernandez Villaverde, 65, 28003 Madrid, Kingdom of Spain as an independent auditor of the Company and its Group of Companies | Management | For | Do Not Vote |
| 4 | To consider and, if thought fit, to approve the payment of the amount of EUR 26,220.24- (twenty-six thousand two hundred twenty Euros and twenty-four Eurocents) to Mr. Borja FERNANDEZ ESPEJEL, an independent non-executive director of the Company, accordin | Management | For | Do Not Vote |
| 5 | To consider and, if thought fit, to approve the increase of the remuneration for Mr. Antonio MOYA-ANGELER LINARES, "Preferred Candidate" of the Qualifying Shareholder Group as defined in the shareholders agreement dated November 19, 2021, as amended from | Management | For | Do Not Vote |
| 6 | To consider and, if thought fit, to approve (i) the appointment of Mr. Leslie OTTOLENGHI, born on 22 February 1962, in North Carolina, US of America, residing at 5740 FOREST ST, GREENWOOD VILLAGE, 80121-21 Colorado, US of America as an independent non-exe | Management | For | Do Not Vote |
| 7 | To consider and, if thought fit, to approve the appointment of Ms. Silvana PUTO, born 02 February 1981, in Durres, Albania, professionally residing at 6, rue Eugene Ruppert, L-2453 LU as a class B director of the Company, for a period of 2 years started o | Management | For | Do Not Vote |
| 8 | To consider and, if thought fit, to confirm (i) resignation of Mr. Aidan DE BRUNNER as class A director of the Company, also acting as INED of the Company with effect from 07 August 2022 and (ii) grant full and entire discharge to Mr. Aidan DE BRUNNER as | Management | For | Do Not Vote |
| 9 | To consider and, if thought fit, to confirm (i) resignation of RCS MGMT (LU) S.a r.l., a private limited liability company (societe a responsabilite limitee) incorporated under the laws of the Grand Duchy of LU, having its registered office at 6, rue Euge | Management | For | Do Not Vote |
| 10 | To consider and, if thought fit, subject to the terms and conditions of section 30.5 of the Shareholders' Agreement, to authorize the payment of a maximum amount of gross EUR 1,400,000 (one million four hundred thousand Euros) per annum by the Company as | Management | For | Do Not Vote |
| 11 | To consider and, if thought fit, to authorize any employee of Intertrust (LU) S.a r.l. to undertake the necessary action(s) required to file and register the changes mentioned in the above resolutions with the LU Trade and Companies' Register | Management | For | Do Not Vote |
| CODERE NEW TOPCO SA
Meeting Date: APR 13, 2023 Record Date: Meeting Type: EXTRAORDINARY GENERAL MEETING |
||||
|
Ticker: CDRSM
Security ID: B8A9YTHZ6 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approval of the Transaction, the Company and any other Group Company entering into the Lock-Up Agreement and the Transaction Documents, the incurrence of new debt in the form of the First Priority Notes and the incurrence of new debt in the form of additi | Management | For | For |
| 2 | Ratification of the Preparatory Actions and Steps which have been taken by the Company and/or any Group Company in relation to the Transaction. Draft resolution: "The Meeting resolved to ratify the Preparatory Actions and Steps which have been taken by th | Management | For | For |
| 3 | Disapplication of pre-emption rights with respect to the FPN Issuance, issuance of New NSSNs and New SSNs under the Articles and the Shareholders' Agreement, respectively. Draft resolution: "The Meeting resolved to disapply pre-emption rights with respect | Management | For | For |
| 4 | Disapplication of pre-emption rights with respect to the issuance of additional NSSNs (or, if applicable, New NSSNs) and SSNs (or, if applicable, New SSNs) in respect of fees paid to consenting NSSN and SSN holders under the Articles and the Shareholders' | Management | For | For |
| 5 | Ratification of the appointment of Mr. Neil Robson, born on 25 February 1969, in Scunthorpe, GB, residing at 42 Curly Hill, Ilkley LS29 0AY, GB, as class A director of the Company by way of co-optation as from 24 March 2023 until the remaining period of t | Management | For | For |
| 7 | Approval of the entry by (i) the Company, (ii) Codere New Midco S.a r.l., a wholly owned subsidiary of the Company, (iii) Codere New Holdco S.A., a wholly owned indirect subsidiary of the Company, and (iv) the other subsidiaries of the Company as well as | Management | For | For |
| INTELSAT S.A.
Meeting Date: JUN 21, 2023 Record Date: MAY 15, 2023 Meeting Type: ANNUAL |
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|
Ticker: INTEL
Security ID: L5217E120 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1. | Receive Board and Auditors' Report | Management | None | Do Not Vote |
| 2. | Approval of the statutory stand-alone financial statements | Management | For | For |
| 3. | Approval of the consolidated financial statements | Management | For | For |
| 4. | Approval of discharge (quitus) to directors for proper performance of their duties | Management | For | For |
| 5. | Approval of carry forward of net results | Management | For | For |
| 6. | Confirmation of David Wajsgras (co-opted) as director | Management | For | For |
| 7. | Confirmation of David Mack (co-opted) as director | Management | For | For |
| 8a. | Re-election of Director: Roy Chestnutt | Management | For | For |
| 8b. | Re-election of Director: Lisa Hammitt | Management | For | For |
| 8c. | Re-election of Director: David Mack | Management | For | For |
| 8d. | Re-election of Director: Marc Montagner | Management | For | For |
| 8e. | Re-election of Director: Easwaran Sundaram | Management | For | For |
| 8f. | Re-election of Director: David Wajsgras | Management | For | For |
| 8g. | Re-election of Director: Jinhy Yoon | Management | For | For |
| 9. | Ratification of directors' remuneration for 2022 | Management | For | For |
| 10. | Approval of directors' remuneration for 2023 | Management | For | For |
| 11. | Approval of re-appointment of KPMG Audit S.a r.l. as approved statutory auditor | Management | For | For |
| 12. | Approval of share repurchases and treasury share holdings, pursuant to and in line with Article 9 of the articles of association of the Company (relating to communication laws) | Management | For | For |
| VISTRA CORP.
Meeting Date: MAY 02, 2023 Record Date: MAR 23, 2023 Meeting Type: ANNUAL |
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|
Ticker: VST
Security ID: 92840M102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a. | Election of Director: Scott B. Helm | Management | For | For |
| 1b. | Election of Director: Hilary E. Ackermann | Management | For | For |
| 1c. | Election of Director: Arcilia C. Acosta | Management | For | For |
| 1d. | Election of Director: Gavin R. Baiera | Management | For | For |
| 1e. | Election of Director: Paul M. Barbas | Management | For | For |
| 1f. | Election of Director: James A. Burke | Management | For | For |
| 1g. | Election of Director: Lisa Crutchfield | Management | For | For |
| 1h. | Election of Director: Brian K. Ferraioli | Management | For | For |
| 1i. | Election of Director: Jeff D. Hunter | Management | For | For |
| 1j. | Election of Director: Julie A. Lagacy | Management | For | For |
| 1k. | Election of Director: John R. Sult | Management | For | For |
| 2. | Approve, on an advisory basis, the 2022 compensation of the Company's named executive officers. | Management | For | For |
| 3. | Ratify the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2023. | Management | For | For |
PGIM Wadhwani Systematic Absolute Return Fund - Subadviser: PGIM Wadhwani LLP
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
END NPX REPORT
SIGNATURES
Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Prudential Investment Portfolios 3
By: Stuart S. Parker*
Stuart S. Parker, President
*By: /s/ Patrick McGuinness
Attorney-in-Fact
Date: August 23, 2023
POWER OF ATTORNEY
for the PGIM Open End Fund Complex
The undersigned, directors/trustees and/or officers of each of the registered investment companies listed in Appendix A hereto, hereby authorize Andrew French, Claudia DiGiacomo, Melissa Gonzalez, Patrick McGuinness and Debra Rubano or any of them, as attorney-in-fact, to sign on his or her behalf in the capacities indicated (and not in such person’s personal individual capacity for personal financial or estate planning), the Registration Statement on Form N-1A, filed for such registered investment company or any amendment thereto (including any pre-effective or post-effective amendments) and any and all supplements or other instruments in connection therewith, including Form N-PX, Forms 3, 4 and 5 for or on behalf of each registered investment company listed in Appendix A or any current or future series thereof, and to file the same, with all exhibits thereto, with the Securities and Exchange Commission.
This Power of Attorney may be executed in multiple counterparts, each of which shall be deemed an original, but which taken together shall constitute one instrument.
|
/s/ Ellen S. Alberding |
/s/ Laurie Simon Hodrick |
|
Ellen S. Alberding |
Laurie Simon Hodrick |
|
|
|
|
/s/ Kevin J. Bannon |
/s/ Christian J. Kelly |
|
Kevin J. Bannon |
Christian J. Kelly |
|
|
|
|
/s/ Scott E. Benjamin |
/s/ Stuart S. Parker |
|
Scott E. Benjamin |
Stuart S. Parker |
|
|
|
|
/s/ Linda W. Bynoe |
/s/ Brian K. Reid |
|
Linda W. Bynoe |
Brian K. Reid |
|
|
|
|
/s/ Barry H. Evans |
/s/ Russ Shupak |
|
Barry H. Evans |
Russ Shupak |
|
|
|
|
/s/ Keith F. Hartstein |
/s/ Grace C. Torres |
|
Keith F. Hartstein |
Grace C. Torres |
Dated: March 30, 2023
APPENDIX A
Prudential Government Money Market Fund, Inc.
The Prudential Investment Portfolios, Inc.
Prudential Investment Portfolios 2
Prudential Investment Portfolios 3
Prudential Investment Portfolios Inc. 14
Prudential Investment Portfolios 4
Prudential Investment Portfolios 5
Prudential Investment Portfolios 6
Prudential National Muni Fund, Inc.
Prudential Jennison Blend Fund, Inc.
Prudential Jennison Mid-Cap Growth Fund, Inc.
Prudential Investment Portfolios 7
Prudential Investment Portfolios 8
Prudential Jennison Small Company Fund, Inc.
Prudential Investment Portfolios 9
Prudential World Fund, Inc.
Prudential Investment Portfolios, Inc. 10
Prudential Jennison Natural Resources Fund, Inc.
Prudential Global Total Return Fund, Inc.
Prudential Investment Portfolios 12
Prudential Investment Portfolios, Inc. 15
Prudential Investment Portfolios 16
Prudential Investment Portfolios, Inc. 17
Prudential Investment Portfolios 18
Prudential Sector Funds, Inc.
Prudential Short-Term Corporate Bond Fund, Inc.
The Target Portfolio Trust
PGIM ETF Trust
PGIM Global High Yield Fund, Inc.
PGIM High Yield Bond Fund, Inc
PGIM Short Duration High Yield Opportunities Fund
Ms. Alberding does not serve as a Trustee of the PGIM Short Duration High Yield Opportunities Fund.
Ms. Bynoe and Ms. Hodrick do not serve as Directors of PGIM High Yield Bond Fund, Inc. and PGIM Global High Yield Fund, Inc. or as Trustees of PGIM Short Duration High Yield Opportunities Fund.