N-PX 1 npxffpayson0623.htm

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
 
 

FORM N-PX
 
 

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT
INVESTMENT COMPANY
Investment Company Act file number 811-03023
 
 

FORUM FUNDS
Three Canal Plaza, Suite 600
Portland, Maine 04101
207-347-2090
Zac Tackett, President
Three Canal Plaza, Suite 600
Portland, Maine 04101
Date of fiscal year end:
March 31
Payson Total Return Fund
Date of reporting period: July 1, 2022—June 30, 2023


ITEM 1: PROXY VOTING RECORD

Company Name
Primary Ticker Symbol
Security ID
Meeting Date
Proposal Short Text
Proposed By
For/Against Recommended Vote
Recommended Vote
For/Against Preferred Provider Recommendation
Voted Shares
Shares FOR
Shares AGAINST
Shares ABSTAIN / WITHHOLD
LAM RESEARCH CORPORATION
LRCX
512807108
08-Nov-2022
Election of Directors (Majority Voting)
Management
F
F
F
14650
14650
0
0
LAM RESEARCH CORPORATION
LRCX
512807108
08-Nov-2022
Election of Directors (Majority Voting)
Management
F
F
F
14650
14650
0
0
LAM RESEARCH CORPORATION
LRCX
512807108
08-Nov-2022
Election of Directors (Majority Voting)
Management
F
F
F
14650
14650
0
0
LAM RESEARCH CORPORATION
LRCX
512807108
08-Nov-2022
Election of Directors (Majority Voting)
Management
F
F
F
14650
14650
0
0
LAM RESEARCH CORPORATION
LRCX
512807108
08-Nov-2022
Election of Directors (Majority Voting)
Management
F
F
F
14650
14650
0
0
LAM RESEARCH CORPORATION
LRCX
512807108
08-Nov-2022
Election of Directors (Majority Voting)
Management
F
F
F
14650
14650
0
0
LAM RESEARCH CORPORATION
LRCX
512807108
08-Nov-2022
Election of Directors (Majority Voting)
Management
F
F
F
14650
14650
0
0
LAM RESEARCH CORPORATION
LRCX
512807108
08-Nov-2022
Election of Directors (Majority Voting)
Management
F
F
F
14650
14650
0
0
LAM RESEARCH CORPORATION
LRCX
512807108
08-Nov-2022
Election of Directors (Majority Voting)
Management
F
F
F
14650
14650
0
0
LAM RESEARCH CORPORATION
LRCX
512807108
08-Nov-2022
14A Executive Compensation
Management
F
F
F
14650
14650
0
0
LAM RESEARCH CORPORATION
LRCX
512807108
08-Nov-2022
Ratify Appointment of Independent Auditors
Management
F
F
F
14650
14650
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
Election of Directors (Majority Voting)
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
Election of Directors (Majority Voting)
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
Election of Directors (Majority Voting)
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
Election of Directors (Majority Voting)
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
Election of Directors (Majority Voting)
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
Election of Directors (Majority Voting)
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
Election of Directors (Majority Voting)
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
Election of Directors (Majority Voting)
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
Election of Directors (Majority Voting)
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
Election of Directors (Majority Voting)
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
Election of Directors (Majority Voting)
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
Election of Directors (Majority Voting)
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
14A Executive Compensation
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
Ratify Appointment of Independent Auditors
Management
F
F
F
23215
23215
0
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
S/H Proposal - Corporate Governance
Shareholder
F
N
F
23215
0
23215
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
S/H Proposal - Corporate Governance
Shareholder
F
N
F
23215
0
23215
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
S/H Proposal - Corporate Governance
Shareholder
F
N
F
23215
0
23215
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
S/H Proposal - Corporate Governance
Shareholder
F
N
F
23215
0
23215
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
S/H Proposal - Corporate Governance
Shareholder
F
N
F
23215
0
23215
0
MICROSOFT CORPORATION
MSFT
594918104
13-Dec-2022
S/H Proposal - Corporate Governance
Shareholder
F
N
F
23215
0
23215
0
D.R. HORTON, INC.
DHI
23331A109
18-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
34000
34000
0
0
D.R. HORTON, INC.
DHI
23331A109
18-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
34000
34000
0
0
D.R. HORTON, INC.
DHI
23331A109
18-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
34000
34000
0
0
D.R. HORTON, INC.
DHI
23331A109
18-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
34000
34000
0
0
D.R. HORTON, INC.
DHI
23331A109
18-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
34000
34000
0
0
D.R. HORTON, INC.
DHI
23331A109
18-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
34000
34000
0
0
D.R. HORTON, INC.
DHI
23331A109
18-Jan-2023
14A Executive Compensation
Management
F
F
F
34000
34000
0
0
D.R. HORTON, INC.
DHI
23331A109
18-Jan-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
34000
34000
0
0
VISA INC.
V
92826C839
24-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
40725
40725
0
0
VISA INC.
V
92826C839
24-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
40725
40725
0
0
VISA INC.
V
92826C839
24-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
40725
40725
0
0
VISA INC.
V
92826C839
24-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
40725
40725
0
0
VISA INC.
V
92826C839
24-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
40725
40725
0
0
VISA INC.
V
92826C839
24-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
40725
40725
0
0
VISA INC.
V
92826C839
24-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
40725
40725
0
0
VISA INC.
V
92826C839
24-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
40725
40725
0
0
VISA INC.
V
92826C839
24-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
40725
40725
0
0
VISA INC.
V
92826C839
24-Jan-2023
Election of Directors (Majority Voting)
Management
F
F
F
40725
40725
0
0
VISA INC.
V
92826C839
24-Jan-2023
14A Executive Compensation
Management
F
F
F
40725
40725
0
0
VISA INC.
V
92826C839
24-Jan-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
40725
40725
0
0
VISA INC.
V
92826C839
24-Jan-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
40725
0
40725
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
Election of Directors (Majority Voting)
Management
F
F
F
11220
11220
0
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
Election of Directors (Majority Voting)
Management
F
F
F
11220
11220
0
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
Election of Directors (Majority Voting)
Management
F
F
F
11220
11220
0
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
Election of Directors (Majority Voting)
Management
F
F
F
11220
11220
0
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
Election of Directors (Majority Voting)
Management
F
F
F
11220
11220
0
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
Election of Directors (Majority Voting)
Management
F
F
F
11220
11220
0
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
Election of Directors (Majority Voting)
Management
F
F
F
11220
11220
0
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
Election of Directors (Majority Voting)
Management
F
F
F
11220
11220
0
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
Election of Directors (Majority Voting)
Management
F
F
F
11220
11220
0
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
14A Executive Compensation
Management
F
F
F
11220
11220
0
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
11220
11220
0
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
Stock Issuance
Management
F
F
F
11220
11220
0
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
Eliminate Pre-Emptive Rights
Management
F
F
F
11220
11220
0
0
ACCENTURE PLC
ACN
G1151C101
01-Feb-2023
Allot Securities
Management
F
F
F
11220
11220
0
0
APPLE INC.
AAPL
037833100
10-Mar-2023
Election of Directors (Majority Voting)
Management
F
F
F
71425
71425
0
0
APPLE INC.
AAPL
037833100
10-Mar-2023
Election of Directors (Majority Voting)
Management
F
F
F
71425
71425
0
0
APPLE INC.
AAPL
037833100
10-Mar-2023
Election of Directors (Majority Voting)
Management
F
F
F
71425
71425
0
0
APPLE INC.
AAPL
037833100
10-Mar-2023
Election of Directors (Majority Voting)
Management
F
F
F
71425
71425
0
0
APPLE INC.
AAPL
037833100
10-Mar-2023
Election of Directors (Majority Voting)
Management
F
F
F
71425
71425
0
0
APPLE INC.
AAPL
037833100
10-Mar-2023
Election of Directors (Majority Voting)
Management
F
F
F
71425
71425
0
0
APPLE INC.
AAPL
037833100
10-Mar-2023
Election of Directors (Majority Voting)
Management
F
F
F
71425
71425
0
0
APPLE INC.
AAPL
037833100
10-Mar-2023
Election of Directors (Majority Voting)
Management
F
F
F
71425
71425
0
0
APPLE INC.
AAPL
037833100
10-Mar-2023
Election of Directors (Majority Voting)
Management
F
F
F
71425
71425
0
0
APPLE INC.
AAPL
037833100
10-Mar-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
71425
71425
0
0
APPLE INC.
AAPL
037833100
10-Mar-2023
14A Executive Compensation
Management
F
F
F
71425
71425
0
0
APPLE INC.
AAPL
037833100
10-Mar-2023
S/H Proposal - Human Rights Related
Shareholder
F
N
F
71425
0
71425
0
APPLE INC.
AAPL
037833100
10-Mar-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
71425
0
71425
0
APPLE INC.
AAPL
037833100
10-Mar-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
71425
0
71425
0
APPLE INC.
AAPL
037833100
10-Mar-2023
S/H Proposal - Gender Pay Gap
Shareholder
F
N
F
71425
0
71425
0
APPLE INC.
AAPL
037833100
10-Mar-2023
S/H Proposal - Shareholders be Given Access to Proxy
Shareholder
F
N
F
71425
0
71425
0
BROADCOM INC
AVGO
11135F101
03-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
24560
24560
0
0
BROADCOM INC
AVGO
11135F101
03-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
24560
24560
0
0
BROADCOM INC
AVGO
11135F101
03-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
24560
24560
0
0
BROADCOM INC
AVGO
11135F101
03-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
24560
24560
0
0
BROADCOM INC
AVGO
11135F101
03-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
24560
24560
0
0
BROADCOM INC
AVGO
11135F101
03-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
24560
24560
0
0
BROADCOM INC
AVGO
11135F101
03-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
24560
24560
0
0
BROADCOM INC
AVGO
11135F101
03-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
24560
24560
0
0
BROADCOM INC
AVGO
11135F101
03-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
24560
24560
0
0
BROADCOM INC
AVGO
11135F101
03-Apr-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
24560
24560
0
0
BROADCOM INC
AVGO
11135F101
03-Apr-2023
Amend Stock Compensation Plan
Management
F
F
F
24560
24560
0
0
BROADCOM INC
AVGO
11135F101
03-Apr-2023
14A Executive Compensation
Management
F
F
F
24560
24560
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
14A Executive Compensation
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
31525
31525
0
0
L3HARRIS TECHNOLOGIES INC.
LHX
502431109
21-Apr-2023
S/H Proposal - Political/Government
Shareholder
F
N
F
31525
0
31525
0
HP INC.
HPQ
40434L105
24-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
14A Executive Compensation
Management
F
F
F
336885
336885
0
0
HP INC.
HPQ
40434L105
24-Apr-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
336885
0
336885
0
PFIZER INC.
PFE
717081103
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
14A Executive Compensation
Management
F
F
F
132000
132000
0
0
PFIZER INC.
PFE
717081103
27-Apr-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
132000
0
132000
0
PFIZER INC.
PFE
717081103
27-Apr-2023
S/H Proposal - Establish Independent Chairman
Shareholder
F
N
F
132000
0
132000
0
PFIZER INC.
PFE
717081103
27-Apr-2023
S/H Proposal - Health Issues
Shareholder
F
N
F
132000
0
132000
0
PFIZER INC.
PFE
717081103
27-Apr-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
132000
0
132000
0
PFIZER INC.
PFE
717081103
27-Apr-2023
S/H Proposal - Political/Government
Shareholder
F
N
F
132000
0
132000
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
14A Executive Compensation
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
53300
53300
0
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
53300
0
53300
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
S/H Proposal - Change Compensation Structure
Shareholder
F
N
F
53300
0
53300
0
JOHNSON & JOHNSON
JNJ
478160104
27-Apr-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
53300
0
53300
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Amend Employee Stock Purchase Plan
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
14A Executive Compensation
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
42760
42760
0
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
42760
0
42760
0
TEXAS INSTRUMENTS INCORPORATED
TXN
882508104
27-Apr-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
42760
0
42760
0
POLARIS INC.
PII
731068102
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
28230
28230
0
0
POLARIS INC.
PII
731068102
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
28230
28230
0
0
POLARIS INC.
PII
731068102
27-Apr-2023
Election of Directors (Majority Voting)
Management
F
F
F
28230
28230
0
0
POLARIS INC.
PII
731068102
27-Apr-2023
14A Executive Compensation
Management
F
F
F
28230
28230
0
0
POLARIS INC.
PII
731068102
27-Apr-2023
Approve Reincorporation
Management
F
F
F
28230
28230
0
0
POLARIS INC.
PII
731068102
27-Apr-2023
Miscellaneous Corporate Actions
Management
F
F
F
28230
28230
0
0
POLARIS INC.
PII
731068102
27-Apr-2023
Miscellaneous Corporate Actions
Management
F
F
F
28230
28230
0
0
POLARIS INC.
PII
731068102
27-Apr-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
28230
28230
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
14A Executive Compensation
Management
F
F
F
25870
25870
0
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
25870
0
25870
0
AMERICAN EXPRESS COMPANY
AXP
025816109
02-May-2023
S/H Proposal - Human Rights Related
Shareholder
F
N
F
25870
0
25870
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
136400
136400
0
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
136400
136400
0
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
136400
136400
0
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
136400
136400
0
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
136400
136400
0
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
136400
136400
0
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
136400
136400
0
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
136400
136400
0
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
136400
136400
0
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
136400
136400
0
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
136400
136400
0
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
14A Executive Compensation
Management
F
F
F
136400
136400
0
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
136400
136400
0
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
S/H Proposal - Establish Independent Chairman
Shareholder
F
N
F
136400
0
136400
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
S/H Proposal - Human Rights Related
Shareholder
F
N
F
136400
0
136400
0
BRISTOL-MYERS SQUIBB COMPANY
BMY
110122108
02-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
136400
0
136400
0
AMETEK, INC.
AME
031100100
04-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
47150
47150
0
0
AMETEK, INC.
AME
031100100
04-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
47150
47150
0
0
AMETEK, INC.
AME
031100100
04-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
47150
47150
0
0
AMETEK, INC.
AME
031100100
04-May-2023
14A Executive Compensation
Management
F
F
F
47150
47150
0
0
AMETEK, INC.
AME
031100100
04-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
47150
47150
0
0
ABBVIE INC.
ABBV
00287Y109
05-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
36735
36735
0
0
ABBVIE INC.
ABBV
00287Y109
05-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
36735
36735
0
0
ABBVIE INC.
ABBV
00287Y109
05-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
36735
36735
0
0
ABBVIE INC.
ABBV
00287Y109
05-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
36735
36735
0
0
ABBVIE INC.
ABBV
00287Y109
05-May-2023
14A Executive Compensation
Management
F
F
F
36735
36735
0
0
ABBVIE INC.
ABBV
00287Y109
05-May-2023
Eliminate Supermajority Requirements
Management
F
F
F
36735
36735
0
0
ABBVIE INC.
ABBV
00287Y109
05-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
36735
0
36735
0
ABBVIE INC.
ABBV
00287Y109
05-May-2023
S/H Proposal - Political/Government
Shareholder
F
N
F
36735
0
36735
0
ABBVIE INC.
ABBV
00287Y109
05-May-2023
S/H Proposal - Political/Government
Shareholder
F
N
F
36735
0
36735
0
ABBVIE INC.
ABBV
00287Y109
05-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
36735
0
36735
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
Election of Directors
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
14A Executive Compensation
Management
F
F
F
41650
41650
0
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
S/H Proposal - Environmental
Shareholder
F
N
F
41650
0
41650
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
S/H Proposal - Environmental
Shareholder
F
N
F
41650
0
41650
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
S/H Proposal - Report/Reduce Greenhouse Gas Emissions
Shareholder
F
N
F
41650
0
41650
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
S/H Proposal - Add Women & Minorities to Board
Shareholder
F
N
F
41650
0
41650
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
41650
0
41650
0
BERKSHIRE HATHAWAY INC.
BRKB
084670702
06-May-2023
S/H Proposal - Political/Government
Shareholder
F
N
F
41650
0
41650
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
14A Executive Compensation
Management
F
F
F
8625
8625
0
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
S/H Proposal - Separate Chairman/Coe
Shareholder
F
N
F
8625
0
8625
0
DANAHER CORPORATION
DHR
235851102
09-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
8625
0
8625
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21600
21600
0
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21600
21600
0
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21600
21600
0
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21600
21600
0
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21600
21600
0
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21600
21600
0
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21600
21600
0
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21600
21600
0
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21600
21600
0
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21600
21600
0
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21600
21600
0
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
14A Executive Compensation
Management
F
F
F
21600
21600
0
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
21600
21600
0
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
S/H Proposal - Separate Chairman/Coe
Shareholder
F
N
F
21600
0
21600
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
21600
0
21600
0
LABORATORY CORP. OF AMERICA HOLDINGS
LH
50540R409
11-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
21600
0
21600
0
CDW CORPORATION
CDW
12514G108
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
44010
44010
0
0
CDW CORPORATION
CDW
12514G108
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
44010
44010
0
0
CDW CORPORATION
CDW
12514G108
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
44010
44010
0
0
CDW CORPORATION
CDW
12514G108
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
44010
44010
0
0
CDW CORPORATION
CDW
12514G108
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
44010
44010
0
0
CDW CORPORATION
CDW
12514G108
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
44010
44010
0
0
CDW CORPORATION
CDW
12514G108
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
44010
44010
0
0
CDW CORPORATION
CDW
12514G108
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
44010
44010
0
0
CDW CORPORATION
CDW
12514G108
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
44010
44010
0
0
CDW CORPORATION
CDW
12514G108
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
44010
44010
0
0
CDW CORPORATION
CDW
12514G108
18-May-2023
14A Executive Compensation
Management
F
F
F
44010
44010
0
0
CDW CORPORATION
CDW
12514G108
18-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
44010
44010
0
0
CDW CORPORATION
CDW
12514G108
18-May-2023
Restore Right to Call a Special Meeting
Management
F
F
F
44010
44010
0
0
CDW CORPORATION
CDW
12514G108
18-May-2023
Approve Article Amendments
Management
F
F
F
44010
44010
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
120500
120500
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
120500
120500
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
120500
120500
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
120500
120500
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
120500
120500
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
120500
120500
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
120500
120500
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
120500
120500
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
120500
120500
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
120500
120500
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
120500
120500
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
120500
120500
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
14A Executive Compensation
Management
F
F
F
120500
120500
0
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
S/H Proposal - Health Issues
Shareholder
F
N
F
120500
0
120500
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
120500
0
120500
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
120500
0
120500
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
120500
0
120500
0
CVS HEALTH CORPORATION
CVS
126650100
18-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
120500
0
120500
0
OTIS WORLDWIDE CORPORATION
OTIS
68902V107
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
64000
64000
0
0
OTIS WORLDWIDE CORPORATION
OTIS
68902V107
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
64000
64000
0
0
OTIS WORLDWIDE CORPORATION
OTIS
68902V107
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
64000
64000
0
0
OTIS WORLDWIDE CORPORATION
OTIS
68902V107
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
64000
64000
0
0
OTIS WORLDWIDE CORPORATION
OTIS
68902V107
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
64000
64000
0
0
OTIS WORLDWIDE CORPORATION
OTIS
68902V107
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
64000
64000
0
0
OTIS WORLDWIDE CORPORATION
OTIS
68902V107
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
64000
64000
0
0
OTIS WORLDWIDE CORPORATION
OTIS
68902V107
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
64000
64000
0
0
OTIS WORLDWIDE CORPORATION
OTIS
68902V107
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
64000
64000
0
0
OTIS WORLDWIDE CORPORATION
OTIS
68902V107
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
64000
64000
0
0
OTIS WORLDWIDE CORPORATION
OTIS
68902V107
18-May-2023
14A Executive Compensation
Management
F
F
F
64000
64000
0
0
OTIS WORLDWIDE CORPORATION
OTIS
68902V107
18-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
64000
64000
0
0
OTIS WORLDWIDE CORPORATION
OTIS
68902V107
18-May-2023
S/H Proposal - Establish Independent Chairman
Shareholder
F
N
F
64000
0
64000
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
14A Executive Compensation
Management
F
F
F
37300
37300
0
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
37300
0
37300
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
S/H Proposal - Establish Independent Chairman
Shareholder
F
N
F
37300
0
37300
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
37300
0
37300
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
37300
0
37300
0
THE HOME DEPOT, INC.
HD
437076102
18-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
37300
0
37300
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
12035
12035
0
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
12035
12035
0
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
12035
12035
0
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
12035
12035
0
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
12035
12035
0
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
12035
12035
0
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
12035
12035
0
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
12035
12035
0
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
12035
12035
0
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
12035
12035
0
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
12035
12035
0
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
14A Executive Compensation
Management
F
F
F
12035
12035
0
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
12035
12035
0
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
S/H Proposal - Establish Independent Chairman
Shareholder
F
N
F
12035
0
12035
0
HONEYWELL INTERNATIONAL INC.
HON
438516106
19-May-2023
S/H Proposal - Environmental
Shareholder
F
N
F
12035
0
12035
0
AMGEN INC.
AMGN
031162100
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
14A Executive Compensation
Management
F
F
F
21630
21630
0
0
AMGEN INC.
AMGN
031162100
19-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
21630
21630
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
14A Executive Compensation
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Amend Stock Compensation Plan
Management
F
F
F
10325
10325
0
0
THERMO FISHER SCIENTIFIC INC.
TMO
883556102
24-May-2023
Adopt Employee Stock Purchase Plan
Management
F
F
F
10325
10325
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
14645
14645
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
14645
14645
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
14645
14645
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
14645
14645
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
14645
14645
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
14645
14645
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
14645
14645
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
14645
14645
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
14645
14645
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
14645
14645
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
14645
14645
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
14645
14645
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
14645
14645
0
0
PIONEER NATURAL RESOURCES COMPANY
PXD
723787107
25-May-2023
14A Executive Compensation
Management
F
F
F
14645
14645
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
Election of Directors (Majority Voting)
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
14A Executive Compensation
Management
F
F
F
37160
37160
0
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
37160
0
37160
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
S/H Proposal - Report/Reduce Greenhouse Gas Emissions
Shareholder
F
N
F
37160
0
37160
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
37160
0
37160
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
37160
0
37160
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
37160
0
37160
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
37160
0
37160
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
37160
0
37160
0
CHEVRON CORPORATION
CVX
166764100
31-May-2023
S/H Proposal - Establish Independent Chairman
Shareholder
F
N
F
37160
0
37160
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
Amend Stock Option Plan
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
14A Executive Compensation
Management
F
F
F
133700
133700
0
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
S/H Proposal - Political/Government
Shareholder
F
N
F
133700
0
133700
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
133700
0
133700
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
S/H Proposal - Environmental
Shareholder
F
N
F
133700
0
133700
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
133700
0
133700
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
S/H Proposal - Human Rights Related
Shareholder
F
N
F
133700
0
133700
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
S/H Proposal - Human Rights Related
Shareholder
F
N
F
133700
0
133700
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
133700
0
133700
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
133700
0
133700
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
133700
0
133700
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
133700
0
133700
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
133700
0
133700
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
133700
0
133700
0
ALPHABET INC.
GOOGL
02079K305
02-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
133700
0
133700
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21730
21730
0
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21730
21730
0
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21730
21730
0
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21730
21730
0
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21730
21730
0
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21730
21730
0
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21730
21730
0
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21730
21730
0
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21730
21730
0
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
14A Executive Compensation
Management
F
F
F
21730
21730
0
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
21730
21730
0
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
S/H Proposal - Create a Non-Discriminatory Sexual Orientation Policy
Shareholder
F
N
F
21730
0
21730
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
S/H Proposal - Political/Government
Shareholder
F
N
F
21730
0
21730
0
UNITEDHEALTH GROUP INCORPORATED
UNH
91324P102
05-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
21730
0
21730
0
TAIWAN SEMICONDUCTOR MFG. CO. LTD.
TSM
874039100
06-Jun-2023
Adopt Accounts for Past Year
Management
F
F
F
40000
40000
0
0
TAIWAN SEMICONDUCTOR MFG. CO. LTD.
TSM
874039100
06-Jun-2023
Stock Issuance
Management
F
F
F
40000
40000
0
0
TAIWAN SEMICONDUCTOR MFG. CO. LTD.
TSM
874039100
06-Jun-2023
Miscellaneous Corporate Actions
Management
F
F
F
40000
40000
0
0
TAIWAN SEMICONDUCTOR MFG. CO. LTD.
TSM
874039100
06-Jun-2023
Miscellaneous Corporate Actions
Management
F
F
F
40000
40000
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Election of Directors
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Election of Directors
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Election of Directors
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Election of Directors
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Election of Directors
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Election of Directors
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Election of Directors
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Election of Directors
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Election of Directors
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Election of Directors
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Election of Directors
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
14A Executive Compensation
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Approve Article Amendments
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
Approve Article Amendments
Management
F
F
F
70390
70390
0
0
DEVON ENERGY CORPORATION
DVN
25179M103
07-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
70390
0
70390
0
AON PLC
AON
G0403H108
16-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
14A Executive Compensation
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Approve Remuneration of Directors and Auditors
Management
F
F
F
21065
21065
0
0
AON PLC
AON
G0403H108
16-Jun-2023
Amend Stock Compensation Plan
Management
F
F
F
21065
21065
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Election of Directors (Majority Voting)
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
14A Executive Compensation
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Adopt Employee Stock Purchase Plan
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
Ratify Appointment of Independent Auditors
Management
F
F
F
20510
20510
0
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
20510
0
20510
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
20510
0
20510
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
20510
0
20510
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
20510
0
20510
0
MASTERCARD INCORPORATED
MA
57636Q104
27-Jun-2023
S/H Proposal - Corporate Governance
Shareholder
F
N
F
20510
0
20510
0




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.

FORUM FUNDS


By:
 /s/ Zachary Tackett
 
 
Zac Tackett, President and Principal Executive Officer
     
     
Date:
 August 24, 2023