FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY
INVESTMENT COMPANY ACT FILE NUMBER: 811-00215
EXACT NAME OF REGISTRANT AS SPECIFIED IN CHARTER: Fidelity Hastings Street Trust
245 SUMMER STREET, BOSTON, MA 02210
(ADDRESS OF PRINCIPAL EXECUTIVE OFFICES)(ZIP CODE)
MARGARET CAREY, SECRETARY AND CHIEF LEGAL OFFICER, 245 SUMMER STREET, BOSTON, MA 02210
(NAME AND ADDRESS OF AGENT FOR SERVICE)
REGISTRANT'S TELEPHONE NUMBER, INCLUDING AREA CODE: 617-563-7000
DATE OF FISCAL YEAR END: 6/30, 12/31
DATE OF REPORTING PERIOD: 07/01/2022 - 06/30/2023
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, THERE UNTO DULY AUTHORIZED.
Fidelity Hastings Street Trust
BY: /s/STACIE M. SMITH*
STACIE M. SMITH, TREASURER
DATE: 08/10/2023 02:33:36 PM
*BY: /s/ MARK LUNDVALL
MARK LUNDVALL, VICE PRESIDENT, FIDELITY MANAGEMENT & RESEARCH COMPANY, PURSUANT TO A POWER OF ATTORNEY DATED JUNE 1, 2021 AND FILED HEREWITH.
VOTE SUMMARY REPORT
FIDELITY FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ACCENTURE PLC MEETING DATE: FEB 01, 2023 |
||||
| TICKER: ACN SECURITY ID: G1151C101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jaime Ardila | Management | For | For |
| 1b | Elect Director Nancy McKinstry | Management | For | For |
| 1c | Elect Director Beth E. Mooney | Management | For | For |
| 1d | Elect Director Gilles C. Pelisson | Management | For | For |
| 1e | Elect Director Paula A. Price | Management | For | For |
| 1f | Elect Director Venkata (Murthy) Renduchintala | Management | For | For |
| 1g | Elect Director Arun Sarin | Management | For | For |
| 1h | Elect Director Julie Sweet | Management | For | For |
| 1i | Elect Director Tracey T. Travis | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | For | For |
| 7 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| ACTIVISION BLIZZARD, INC. MEETING DATE: JUN 21, 2023 |
||||
| TICKER: ATVI SECURITY ID: 00507V109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| ADOBE INC. MEETING DATE: APR 20, 2023 |
||||
| TICKER: ADBE SECURITY ID: 00724F101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| ADYEN NV MEETING DATE: MAY 11, 2023 |
||||
| TICKER: ADYEN SECURITY ID: N3501V104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Report of Management Board and Supervisory Board (Non-Voting) | Management | None | None |
| 2.b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2.c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2.d | Approve Remuneration Report | Management | For | For |
| 2.e | Approve Remuneration Policy for Management Board | Management | For | For |
| 2.f | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| 2.g | Approve Increase Cap on Variable Remuneration for Staff Members | Management | For | For |
| 3 | Approve Discharge of Management Board | Management | For | For |
| 4 | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Reelect Ingo Uytdehaage to Management Board as Co-Chief Executive Officer | Management | For | For |
| 6 | Reelect Mariette Swart to Management Board as Chief Risk and Compliance Officer | Management | For | For |
| 7 | Elect Brooke Nayden to Management Board as Chief Human Resources Officer | Management | For | For |
| 8 | Elect Ethan Tandowsky to Management Board as Chief Financial Officer | Management | For | For |
| 9 | Reelect Pamela Joseph to Supervisory Board | Management | For | For |
| 10 | Reelect Joep van Beurden to Supervisory Board | Management | For | For |
| 11 | Amend Articles of Association | Management | For | For |
| 12 | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 13 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 14 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 15 | Reappoint PwC as Auditors | Management | For | For |
| 16 | Close Meeting | Management | None | None |
| AIRBNB, INC. MEETING DATE: JUN 01, 2023 |
||||
| TICKER: ABNB SECURITY ID: 009066101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nathan Blecharczyk | Management | For | For |
| 1.2 | Elect Director Alfred Lin | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ALPHABET INC. MEETING DATE: JUN 02, 2023 |
||||
| TICKER: GOOGL SECURITY ID: 02079K305 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | Against |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | Against |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| AMAZON.COM, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: AMZN SECURITY ID: 023135106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | For |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| AMERIPRISE FINANCIAL, INC. MEETING DATE: APR 26, 2023 |
||||
| TICKER: AMP SECURITY ID: 03076C106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James M. Cracchiolo | Management | For | For |
| 1b | Elect Director Robert F. Sharpe, Jr. | Management | For | For |
| 1c | Elect Director Dianne Neal Blixt | Management | For | For |
| 1d | Elect Director Amy DiGeso | Management | For | For |
| 1e | Elect Director Christopher J. Williams | Management | For | For |
| 1f | Elect Director Armando Pimentel, Jr. | Management | For | For |
| 1g | Elect Director Brian T. Shea | Management | For | For |
| 1h | Elect Director W. Edward Walter, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| AMETEK, INC. MEETING DATE: MAY 04, 2023 |
||||
| TICKER: AME SECURITY ID: 031100100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Amato | Management | For | For |
| 1b | Elect Director Anthony J. Conti | Management | For | For |
| 1c | Elect Director Gretchen W. McClain | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| AMPHENOL CORPORATION MEETING DATE: MAY 18, 2023 |
||||
| TICKER: APH SECURITY ID: 032095101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy A. Altobello | Management | For | For |
| 1.2 | Elect Director David P. Falck | Management | For | For |
| 1.3 | Elect Director Edward G. Jepsen | Management | For | For |
| 1.4 | Elect Director Rita S. Lane | Management | For | For |
| 1.5 | Elect Director Robert A. Livingston | Management | For | For |
| 1.6 | Elect Director Martin H. Loeffler | Management | For | For |
| 1.7 | Elect Director R. Adam Norwitt | Management | For | For |
| 1.8 | Elect Director Prahlad Singh | Management | For | For |
| 1.9 | Elect Director Anne Clarke Wolff | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | Against |
| ANALOG DEVICES, INC. MEETING DATE: MAR 08, 2023 |
||||
| TICKER: ADI SECURITY ID: 032654105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vincent Roche | Management | For | For |
| 1b | Elect Director James A. Champy | Management | For | For |
| 1c | Elect Director Andre Andonian | Management | For | For |
| 1d | Elect Director Anantha P. Chandrakasan | Management | For | For |
| 1e | Elect Director Edward H. Frank | Management | For | For |
| 1f | Elect Director Laurie H. Glimcher | Management | For | For |
| 1g | Elect Director Karen M. Golz | Management | For | For |
| 1h | Elect Director Mercedes Johnson | Management | For | For |
| 1i | Elect Director Kenton J. Sicchitano | Management | For | For |
| 1j | Elect Director Ray Stata | Management | For | For |
| 1k | Elect Director Susie Wee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| APPLE INC. MEETING DATE: MAR 10, 2023 |
||||
| TICKER: AAPL SECURITY ID: 037833100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| ARISTA NETWORKS, INC. MEETING DATE: JUN 14, 2023 |
||||
| TICKER: ANET SECURITY ID: 040413106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lewis Chew | Management | For | For |
| 1.2 | Elect Director Douglas Merritt *Withdrawn Resolution* | Management | None | None |
| 1.3 | Elect Director Mark B. Templeton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARTHUR J. GALLAGHER & CO. MEETING DATE: MAY 09, 2023 |
||||
| TICKER: AJG SECURITY ID: 363576109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sherry S. Barrat | Management | For | For |
| 1b | Elect Director William L. Bax | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director D. John Coldman | Management | For | For |
| 1e | Elect Director J. Patrick Gallagher, Jr. | Management | For | For |
| 1f | Elect Director David S. Johnson | Management | For | For |
| 1g | Elect Director Christopher C. Miskel | Management | For | For |
| 1h | Elect Director Ralph J. Nicoletti | Management | For | For |
| 1i | Elect Director Norman L. Rosenthal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| ASML HOLDING NV MEETING DATE: APR 26, 2023 |
||||
| TICKER: ASML SECURITY ID: N07059210 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Discuss the Company's Business, Financial Situation and Sustainability | Management | None | None |
| 3a | Approve Remuneration Report | Management | For | For |
| 3b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3d | Approve Dividends | Management | For | For |
| 4a | Approve Discharge of Management Board | Management | For | For |
| 4b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Approve Number of Shares for Management Board | Management | For | For |
| 6a | Amend Remuneration Policy for the Supervisory Board | Management | For | For |
| 6b | Amend Remuneration of the Members of the Supervisory Board | Management | For | For |
| 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Management | None | None |
| 8a | Elect N.S. Andersen to Supervisory Board | Management | For | For |
| 8b | Elect J.P. de Kreij to Supervisory Board | Management | For | For |
| 8c | Discuss Composition of the Supervisory Board | Management | None | None |
| 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | Management | For | For |
| 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| AUTODESK, INC. MEETING DATE: JUN 21, 2023 |
||||
| TICKER: ADSK SECURITY ID: 052769106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Anagnost | Management | For | For |
| 1b | Elect Director Karen Blasing | Management | For | For |
| 1c | Elect Director Reid French | Management | For | For |
| 1d | Elect Director Ayanna Howard | Management | For | For |
| 1e | Elect Director Blake Irving | Management | For | For |
| 1f | Elect Director Mary T. McDowell | Management | For | For |
| 1g | Elect Director Stephen Milligan | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Elizabeth (Betsy) Rafael | Management | For | For |
| 1j | Elect Director Rami Rahim | Management | For | For |
| 1k | Elect Director Stacy J. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AUTOZONE, INC. MEETING DATE: DEC 14, 2022 |
||||
| TICKER: AZO SECURITY ID: 053332102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael A. George | Management | For | For |
| 1.2 | Elect Director Linda A. Goodspeed | Management | For | For |
| 1.3 | Elect Director Earl G. Graves, Jr. | Management | For | For |
| 1.4 | Elect Director Enderson Guimaraes | Management | For | For |
| 1.5 | Elect Director Brian P. Hannasch | Management | For | For |
| 1.6 | Elect Director D. Bryan Jordan | Management | For | For |
| 1.7 | Elect Director Gale V. King | Management | For | For |
| 1.8 | Elect Director George R. Mrkonic, Jr. | Management | For | For |
| 1.9 | Elect Director William C. Rhodes, III | Management | For | For |
| 1.10 | Elect Director Jill A. Soltau | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BANK OF AMERICA CORPORATION MEETING DATE: APR 25, 2023 |
||||
| TICKER: BAC SECURITY ID: 060505104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BROADCOM INC. MEETING DATE: APR 03, 2023 |
||||
| TICKER: AVGO SECURITY ID: 11135F101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Diane M. Bryant | Management | For | For |
| 1b | Elect Director Gayla J. Delly | Management | For | For |
| 1c | Elect Director Raul J. Fernandez | Management | For | For |
| 1d | Elect Director Eddy W. Hartenstein | Management | For | For |
| 1e | Elect Director Check Kian Low | Management | For | For |
| 1f | Elect Director Justine F. Page | Management | For | For |
| 1g | Elect Director Henry Samueli | Management | For | For |
| 1h | Elect Director Hock E. Tan | Management | For | For |
| 1i | Elect Director Harry L. You | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CADENCE DESIGN SYSTEMS, INC. MEETING DATE: MAY 04, 2023 |
||||
| TICKER: CDNS SECURITY ID: 127387108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark W. Adams | Management | For | For |
| 1.2 | Elect Director Ita Brennan | Management | For | For |
| 1.3 | Elect Director Lewis Chew | Management | For | For |
| 1.4 | Elect Director Anirudh Devgan | Management | For | For |
| 1.5 | Elect Director ML Krakauer | Management | For | For |
| 1.6 | Elect Director Julia Liuson | Management | For | For |
| 1.7 | Elect Director James D. Plummer | Management | For | For |
| 1.8 | Elect Director Alberto Sangiovanni-Vincentelli | Management | For | For |
| 1.9 | Elect Director John B. Shoven | Management | For | For |
| 1.10 | Elect Director Young K. Sohn | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Remove One-Year Holding Period Requirement to Call Special Meeting | Shareholder | Against | Against |
| CARRIER GLOBAL CORPORATION MEETING DATE: APR 20, 2023 |
||||
| TICKER: CARR SECURITY ID: 14448C104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean-Pierre Garnier | Management | For | For |
| 1b | Elect Director David L. Gitlin | Management | For | For |
| 1c | Elect Director John J. Greisch | Management | For | For |
| 1d | Elect Director Charles M. Holley, Jr. | Management | For | For |
| 1e | Elect Director Michael M. McNamara | Management | For | For |
| 1f | Elect Director Susan N. Story | Management | For | For |
| 1g | Elect Director Michael A. Todman | Management | For | For |
| 1h | Elect Director Virginia M. Wilson | Management | For | For |
| 1i | Elect Director Beth A. Wozniak | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chairman | Shareholder | Against | Against |
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC. MEETING DATE: MAY 09, 2023 |
||||
| TICKER: CRL SECURITY ID: 159864107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James C. Foster | Management | For | For |
| 1.2 | Elect Director Nancy C. Andrews | Management | For | For |
| 1.3 | Elect Director Robert Bertolini | Management | For | For |
| 1.4 | Elect Director Deborah T. Kochevar | Management | For | For |
| 1.5 | Elect Director George Llado, Sr. | Management | For | For |
| 1.6 | Elect Director Martin W. Mackay | Management | For | For |
| 1.7 | Elect Director George E. Massaro | Management | For | For |
| 1.8 | Elect Director C. Richard Reese | Management | For | For |
| 1.9 | Elect Director Craig B. Thompson | Management | For | For |
| 1.10 | Elect Director Richard F. Wallman | Management | For | For |
| 1.11 | Elect Director Virginia M. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Non-human Primates Imported by the Company | Shareholder | Against | Against |
| CHENIERE ENERGY, INC. MEETING DATE: MAY 11, 2023 |
||||
| TICKER: LNG SECURITY ID: 16411R208 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director G. Andrea Botta | Management | For | For |
| 1b | Elect Director Jack A. Fusco | Management | For | For |
| 1c | Elect Director Patricia K. Collawn | Management | For | For |
| 1d | Elect Director Brian E. Edwards | Management | For | For |
| 1e | Elect Director Denise Gray | Management | For | For |
| 1f | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1g | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1h | Elect Director Matthew Runkle | Management | For | For |
| 1i | Elect Director Neal A. Shear | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Stranded Carbon Asset Risk | Shareholder | Against | Against |
| CHEVRON CORPORATION MEETING DATE: MAY 31, 2023 |
||||
| TICKER: CVX SECURITY ID: 166764100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Wanda M. Austin | Management | For | For |
| 1b | Elect Director John B. Frank | Management | For | For |
| 1c | Elect Director Alice P. Gast | Management | For | For |
| 1d | Elect Director Enrique Hernandez, Jr. | Management | For | For |
| 1e | Elect Director Marillyn A. Hewson | Management | For | For |
| 1f | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1g | Elect Director Charles W. Moorman | Management | For | For |
| 1h | Elect Director Dambisa F. Moyo | Management | For | For |
| 1i | Elect Director Debra Reed-Klages | Management | For | For |
| 1j | Elect Director D. James Umpleby, III | Management | For | For |
| 1k | Elect Director Cynthia J. Warner | Management | For | For |
| 1l | Elect Director Michael K. (Mike) Wirth | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Rescind Scope 3 GHG Reduction Proposal | Shareholder | Against | Against |
| 6 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 7 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 8 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 9 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 10 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Require Independent Board Chair | Shareholder | Against | Against |
| CHUBB LIMITED MEETING DATE: MAY 17, 2023 |
||||
| TICKER: CB SECURITY ID: H1467J104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | For |
| 5.2 | Elect Director Michael P. Connors | Management | For | For |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Nancy K. Buese | Management | For | For |
| 5.6 | Elect Director Sheila P. Burke | Management | For | For |
| 5.7 | Elect Director Michael L. Corbat | Management | For | For |
| 5.8 | Elect Director Robert J. Hugin | Management | For | For |
| 5.9 | Elect Director Robert W. Scully | Management | For | For |
| 5.10 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.11 | Elect Director David H. Sidwell | Management | For | For |
| 5.12 | Elect Director Olivier Steimer | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | For |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect David H. Sidwell as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9.1 | Amend Articles Relating to Swiss Corporate Law Updates | Management | For | For |
| 9.2 | Amend Articles to Advance Notice Period | Management | For | For |
| 10.1 | Cancel Repurchased Shares | Management | For | For |
| 10.2 | Reduction of Par Value | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | For | For |
| 11.3 | Approve Remuneration Report | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| COMCAST CORPORATION MEETING DATE: JUN 07, 2023 |
||||
| TICKER: CMCSA SECURITY ID: 20030N101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | For |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | For |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| COPART, INC. MEETING DATE: OCT 31, 2022 |
||||
| TICKER: CPRT SECURITY ID: 217204106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | Against |
| 2 | Adjourn Meeting | Management | For | Against |
| COPART, INC. MEETING DATE: DEC 02, 2022 |
||||
| TICKER: CPRT SECURITY ID: 217204106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Willis J. Johnson | Management | For | For |
| 1.2 | Elect Director A. Jayson Adair | Management | For | For |
| 1.3 | Elect Director Matt Blunt | Management | For | For |
| 1.4 | Elect Director Steven D. Cohan | Management | For | For |
| 1.5 | Elect Director Daniel J. Englander | Management | For | For |
| 1.6 | Elect Director James E. Meeks | Management | For | For |
| 1.7 | Elect Director Thomas N. Tryforos | Management | For | For |
| 1.8 | Elect Director Diane M. Morefield | Management | For | For |
| 1.9 | Elect Director Stephen Fisher | Management | For | For |
| 1.10 | Elect Director Cherylyn Harley LeBon | Management | For | For |
| 1.11 | Elect Director Carl D. Sparks | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| COSTCO WHOLESALE CORPORATION MEETING DATE: JAN 19, 2023 |
||||
| TICKER: COST SECURITY ID: 22160K105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Richard A. Galanti | Management | For | For |
| 1d | Elect Director Hamilton E. James | Management | For | For |
| 1e | Elect Director W. Craig Jelinek | Management | For | For |
| 1f | Elect Director Sally Jewell | Management | For | For |
| 1g | Elect Director Charles T. Munger | Management | For | For |
| 1h | Elect Director Jeffrey S. Raikes | Management | For | For |
| 1i | Elect Director John W. Stanton | Management | For | For |
| 1j | Elect Director Ron M. Vachris | Management | For | For |
| 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| DANAHER CORPORATION MEETING DATE: MAY 09, 2023 |
||||
| TICKER: DHR SECURITY ID: 235851102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | For |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DOLLAR GENERAL CORPORATION MEETING DATE: MAY 31, 2023 |
||||
| TICKER: DG SECURITY ID: 256677105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warren F. Bryant | Management | For | For |
| 1b | Elect Director Michael M. Calbert | Management | For | For |
| 1c | Elect Director Ana M. Chadwick | Management | For | For |
| 1d | Elect Director Patricia D. Fili-Krushel | Management | For | For |
| 1e | Elect Director Timothy I. McGuire | Management | For | For |
| 1f | Elect Director Jeffery C. Owen | Management | For | For |
| 1g | Elect Director Debra A. Sandler | Management | For | For |
| 1h | Elect Director Ralph E. Santana | Management | For | For |
| 1i | Elect Director Todd J. Vasos | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | For |
| 6 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 7 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | Against |
| DOMINO'S PIZZA, INC. MEETING DATE: APR 25, 2023 |
||||
| TICKER: DPZ SECURITY ID: 25754A201 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David A. Brandon | Management | For | For |
| 1.2 | Elect Director C. Andrew Ballard | Management | For | For |
| 1.3 | Elect Director Andrew B. Balson | Management | For | For |
| 1.4 | Elect Director Corie S. Barry | Management | For | For |
| 1.5 | Elect Director Diana F. Cantor | Management | For | For |
| 1.6 | Elect Director Richard L. Federico | Management | For | For |
| 1.7 | Elect Director James A. Goldman | Management | For | For |
| 1.8 | Elect Director Patricia E. Lopez | Management | For | For |
| 1.9 | Elect Director Russell J. Weiner | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| EDWARDS LIFESCIENCES CORPORATION MEETING DATE: MAY 11, 2023 |
||||
| TICKER: EW SECURITY ID: 28176E108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kieran T. Gallahue | Management | For | For |
| 1.2 | Elect Director Leslie S. Heisz | Management | For | For |
| 1.3 | Elect Director Paul A. LaViolette | Management | For | For |
| 1.4 | Elect Director Steven R. Loranger | Management | For | For |
| 1.5 | Elect Director Martha H. Marsh | Management | For | For |
| 1.6 | Elect Director Michael A. Mussallem | Management | For | For |
| 1.7 | Elect Director Ramona Sequeira | Management | For | For |
| 1.8 | Elect Director Nicholas J. Valeriani | Management | For | For |
| 1.9 | Elect Director Bernard J. Zovighian | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| ELI LILLY AND COMPANY MEETING DATE: MAY 01, 2023 |
||||
| TICKER: LLY SECURITY ID: 532457108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| EVEREST RE GROUP, LTD. MEETING DATE: MAY 17, 2023 |
||||
| TICKER: RE SECURITY ID: G3223R108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Amore | Management | For | For |
| 1.2 | Elect Director Juan C. Andrade | Management | For | For |
| 1.3 | Elect Director William F. Galtney, Jr. | Management | For | For |
| 1.4 | Elect Director John A. Graf | Management | For | For |
| 1.5 | Elect Director Meryl Hartzband | Management | For | For |
| 1.6 | Elect Director Gerri Losquadro | Management | For | For |
| 1.7 | Elect Director Hazel McNeilage | Management | For | For |
| 1.8 | Elect Director Roger M. Singer | Management | For | For |
| 1.9 | Elect Director Joseph V. Taranto | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Change Company Name to Everest Group, Ltd. | Management | For | For |
| EXXON MOBIL CORPORATION MEETING DATE: MAY 31, 2023 |
||||
| TICKER: XOM SECURITY ID: 30231G102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Against |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FORTINET, INC. MEETING DATE: JUN 16, 2023 |
||||
| TICKER: FTNT SECURITY ID: 34959E109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ken Xie | Management | For | For |
| 1.2 | Elect Director Michael Xie | Management | For | For |
| 1.3 | Elect Director Kenneth A. Goldman | Management | For | For |
| 1.4 | Elect Director Ming Hsieh | Management | For | For |
| 1.5 | Elect Director Jean Hu | Management | For | For |
| 1.6 | Elect Director William H. Neukom | Management | For | For |
| 1.7 | Elect Director Judith Sim | Management | For | For |
| 1.8 | Elect Director Admiral James Stavridis (Ret) | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Limit the Liability of Officers | Management | For | For |
| GENUINE PARTS COMPANY MEETING DATE: MAY 01, 2023 |
||||
| TICKER: GPC SECURITY ID: 372460105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth W. Camp | Management | For | For |
| 1.2 | Elect Director Richard Cox, Jr. | Management | For | For |
| 1.3 | Elect Director Paul D. Donahue | Management | For | For |
| 1.4 | Elect Director Gary P. Fayard | Management | For | For |
| 1.5 | Elect Director P. Russell Hardin | Management | For | For |
| 1.6 | Elect Director John R. Holder | Management | For | For |
| 1.7 | Elect Director Donna W. Hyland | Management | For | For |
| 1.8 | Elect Director John D. Johns | Management | For | For |
| 1.9 | Elect Director Jean-Jacques Lafont | Management | For | For |
| 1.10 | Elect Director Robert C. "Robin" Loudermilk, Jr. | Management | For | For |
| 1.11 | Elect Director Wendy B. Needham | Management | For | For |
| 1.12 | Elect Director Juliette W. Pryor | Management | For | For |
| 1.13 | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GILEAD SCIENCES, INC. MEETING DATE: MAY 03, 2023 |
||||
| TICKER: GILD SECURITY ID: 375558103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacqueline K. Barton | Management | For | For |
| 1b | Elect Director Jeffrey A. Bluestone | Management | For | For |
| 1c | Elect Director Sandra J. Horning | Management | For | For |
| 1d | Elect Director Kelly A. Kramer | Management | For | For |
| 1e | Elect Director Kevin E. Lofton | Management | For | For |
| 1f | Elect Director Harish Manwani | Management | For | For |
| 1g | Elect Director Daniel P. O'Day | Management | For | For |
| 1h | Elect Director Javier J. Rodriguez | Management | For | For |
| 1i | Elect Director Anthony Welters | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Require More Director Nominations Than Open Seats | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| INTUITIVE SURGICAL, INC. MEETING DATE: APR 27, 2023 |
||||
| TICKER: ISRG SECURITY ID: 46120E602 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig H. Barratt | Management | For | For |
| 1b | Elect Director Joseph C. Beery | Management | For | For |
| 1c | Elect Director Gary S. Guthart | Management | For | For |
| 1d | Elect Director Amal M. Johnson | Management | For | For |
| 1e | Elect Director Don R. Kania | Management | For | For |
| 1f | Elect Director Amy L. Ladd | Management | For | For |
| 1g | Elect Director Keith R. Leonard, Jr. | Management | For | For |
| 1h | Elect Director Alan J. Levy | Management | For | For |
| 1i | Elect Director Jami Dover Nachtsheim | Management | For | For |
| 1j | Elect Director Monica P. Reed | Management | For | For |
| 1k | Elect Director Mark J. Rubash | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| JPMORGAN CHASE & CO. MEETING DATE: MAY 16, 2023 |
||||
| TICKER: JPM SECURITY ID: 46625H100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KEURIG DR PEPPER INC. MEETING DATE: JUN 12, 2023 |
||||
| TICKER: KDP SECURITY ID: 49271V100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Robert Gamgort | Management | For | For |
| 1B | Elect Director Oray Boston | Management | For | For |
| 1C | Elect Director Olivier Goudet | Management | For | For |
| 1D | Elect Director Peter Harf | Management | For | For |
| 1E | Elect Director Juliette Hickman | Management | For | For |
| 1F | Elect Director Paul Michaels | Management | For | For |
| 1G | Elect Director Pamela Patsley | Management | For | For |
| 1H | Elect Director Lubomira Rochet | Management | For | For |
| 1I | Elect Director Debra Sandler | Management | For | For |
| 1J | Elect Director Robert Singer | Management | For | For |
| 1K | Elect Director Larry Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KEYSIGHT TECHNOLOGIES, INC. MEETING DATE: MAR 16, 2023 |
||||
| TICKER: KEYS SECURITY ID: 49338L103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Satish C. Dhanasekaran | Management | For | For |
| 1.2 | Elect Director Richard P. Hamada | Management | For | For |
| 1.3 | Elect Director Paul A. Lacouture | Management | For | For |
| 1.4 | Elect Director Kevin A. Stephens | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| KLA CORPORATION MEETING DATE: NOV 02, 2022 |
||||
| TICKER: KLAC SECURITY ID: 482480100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Calderoni | Management | For | For |
| 1.2 | Elect Director Jeneanne Hanley | Management | For | For |
| 1.3 | Elect Director Emiko Higashi | Management | For | For |
| 1.4 | Elect Director Kevin Kennedy | Management | For | For |
| 1.5 | Elect Director Gary Moore | Management | For | For |
| 1.6 | Elect Director Marie Myers | Management | For | For |
| 1.7 | Elect Director Kiran Patel | Management | For | For |
| 1.8 | Elect Director Victor Peng | Management | For | For |
| 1.9 | Elect Director Robert Rango | Management | For | For |
| 1.10 | Elect Director Richard Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| LAM RESEARCH CORPORATION MEETING DATE: NOV 08, 2022 |
||||
| TICKER: LRCX SECURITY ID: 512807108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohail U. Ahmed | Management | For | For |
| 1b | Elect Director Timothy M. Archer | Management | For | For |
| 1c | Elect Director Eric K. Brandt | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Bethany J. Mayer | Management | For | For |
| 1f | Elect Director Jyoti K. Mehra | Management | For | For |
| 1g | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1h | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LOWE'S COMPANIES, INC. MEETING DATE: MAY 26, 2023 |
||||
| TICKER: LOW SECURITY ID: 548661107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Raul Alvarez | Management | For | For |
| 1.2 | Elect Director David H. Batchelder | Management | For | For |
| 1.3 | Elect Director Scott H. Baxter | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Director Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Director Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Director Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Director Brian C. Rogers | Management | For | For |
| 1.10 | Elect Director Bertram L. Scott | Management | For | For |
| 1.11 | Elect Director Colleen Taylor | Management | For | For |
| 1.12 | Elect Director Mary Beth West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| MARATHON PETROLEUM CORPORATION MEETING DATE: APR 26, 2023 |
||||
| TICKER: MPC SECURITY ID: 56585A102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director J. Michael Stice | Management | For | For |
| 1.2 | Elect Director John P. Surma | Management | For | For |
| 1.3 | Elect Director Susan Tomasky | Management | For | For |
| 1.4 | Elect Director Toni Townes-Whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Declassify the Board of Directors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Approve Increase in Size of Board | Management | For | For |
| 7 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 8 | Amend Compensation Clawback Policy | Shareholder | Against | Against |
| 9 | Report on Just Transition | Shareholder | Against | Against |
| 10 | Report on Asset Retirement Obligation | Shareholder | Against | Against |
| MASTERCARD INCORPORATED MEETING DATE: JUN 27, 2023 |
||||
| TICKER: MA SECURITY ID: 57636Q104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MCKESSON CORPORATION MEETING DATE: JUL 22, 2022 |
||||
| TICKER: MCK SECURITY ID: 58155Q103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Carmona | Management | For | For |
| 1b | Elect Director Dominic J. Caruso | Management | For | For |
| 1c | Elect Director W. Roy Dunbar | Management | For | For |
| 1d | Elect Director James H. Hinton | Management | For | For |
| 1e | Elect Director Donald R. Knauss | Management | For | For |
| 1f | Elect Director Bradley E. Lerman | Management | For | For |
| 1g | Elect Director Linda P. Mantia | Management | For | For |
| 1h | Elect Director Maria Martinez | Management | For | For |
| 1i | Elect Director Susan R. Salka | Management | For | For |
| 1j | Elect Director Brian S. Tyler | Management | For | For |
| 1k | Elect Director Kathleen Wilson-Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Adopt Policy on 10b5-1 Plans | Shareholder | Against | Against |
| MERCK & CO., INC. MEETING DATE: MAY 23, 2023 |
||||
| TICKER: MRK SECURITY ID: 58933Y105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1b | Elect Director Mary Ellen Coe | Management | For | For |
| 1c | Elect Director Pamela J. Craig | Management | For | For |
| 1d | Elect Director Robert M. Davis | Management | For | For |
| 1e | Elect Director Thomas H. Glocer | Management | For | For |
| 1f | Elect Director Risa J. Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Stephen L. Mayo | Management | For | For |
| 1h | Elect Director Paul B. Rothman | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Christine E. Seidman | Management | For | For |
| 1k | Elect Director Inge G. Thulin | Management | For | For |
| 1l | Elect Director Kathy J. Warden | Management | For | For |
| 1m | Elect Director Peter C. Wendell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Access to COVID-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 9 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 10 | Require Independent Board Chair | Shareholder | Against | Against |
| META PLATFORMS, INC. MEETING DATE: MAY 31, 2023 |
||||
| TICKER: META SECURITY ID: 30303M102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | For |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | For |
| 1.3 | Elect Director Andrew W. Houston | Management | For | For |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | For |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | Against |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | Against |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | Against |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| METTLER-TOLEDO INTERNATIONAL INC. MEETING DATE: MAY 04, 2023 |
||||
| TICKER: MTD SECURITY ID: 592688105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert F. Spoerry | Management | For | For |
| 1.2 | Elect Director Roland Diggelmann | Management | For | For |
| 1.3 | Elect Director Domitille Doat-Le Bigot | Management | For | For |
| 1.4 | Elect Director Elisha W. Finney | Management | For | For |
| 1.5 | Elect Director Richard Francis | Management | For | For |
| 1.6 | Elect Director Michael A. Kelly | Management | For | For |
| 1.7 | Elect Director Thomas P. Salice | Management | For | For |
| 1.8 | Elect Director Ingrid Zhang | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MICROSOFT CORPORATION MEETING DATE: DEC 13, 2022 |
||||
| TICKER: MSFT SECURITY ID: 594918104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MODERNA, INC. MEETING DATE: MAY 03, 2023 |
||||
| TICKER: MRNA SECURITY ID: 60770K107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen Berenson | Management | For | For |
| 1.2 | Elect Director Sandra Horning | Management | For | For |
| 1.3 | Elect Director Paul Sagan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Feasibility of Technology Transfer to Boost Covid-19 Vaccine Production | Shareholder | Against | Against |
| MONOLITHIC POWER SYSTEMS, INC. MEETING DATE: JUN 15, 2023 |
||||
| TICKER: MPWR SECURITY ID: 609839105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Victor K. Lee | Management | For | Withhold |
| 1.2 | Elect Director James C. Moyer | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| MORGAN STANLEY MEETING DATE: MAY 19, 2023 |
||||
| TICKER: MS SECURITY ID: 617446448 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alistair Darling | Management | For | For |
| 1b | Elect Director Thomas H. Glocer | Management | For | For |
| 1c | Elect Director James P. Gorman | Management | For | For |
| 1d | Elect Director Robert H. Herz | Management | For | For |
| 1e | Elect Director Erika H. James | Management | For | For |
| 1f | Elect Director Hironori Kamezawa | Management | For | For |
| 1g | Elect Director Shelley B. Leibowitz | Management | For | For |
| 1h | Elect Director Stephen J. Luczo | Management | For | For |
| 1i | Elect Director Jami Miscik | Management | For | For |
| 1j | Elect Director Masato Miyachi | Management | For | For |
| 1k | Elect Director Dennis M. Nally | Management | For | For |
| 1l | Elect Director Mary L. Schapiro | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 1n | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| MSCI INC. MEETING DATE: APR 25, 2023 |
||||
| TICKER: MSCI SECURITY ID: 55354G100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Henry A. Fernandez | Management | For | For |
| 1b | Elect Director Robert G. Ashe | Management | For | For |
| 1c | Elect Director Wayne Edmunds | Management | For | For |
| 1d | Elect Director Catherine R. Kinney | Management | For | For |
| 1e | Elect Director Robin L. Matlock | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director C.D. Baer Pettit | Management | For | For |
| 1h | Elect Director Sandy C. Rattray | Management | For | For |
| 1i | Elect Director Linda H. Riefler | Management | For | For |
| 1j | Elect Director Marcus L. Smith | Management | For | For |
| 1k | Elect Director Rajat Taneja | Management | For | For |
| 1l | Elect Director Paula Volent | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NEXTERA ENERGY, INC. MEETING DATE: MAY 18, 2023 |
||||
| TICKER: NEE SECURITY ID: 65339F101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nicole S. Arnaboldi | Management | For | For |
| 1b | Elect Director Sherry S. Barrat | Management | For | For |
| 1c | Elect Director James L. Camaren | Management | For | For |
| 1d | Elect Director Kenneth B. Dunn | Management | For | For |
| 1e | Elect Director Naren K. Gursahaney | Management | For | For |
| 1f | Elect Director Kirk S. Hachigian | Management | For | For |
| 1g | Elect Director John W. Ketchum | Management | For | For |
| 1h | Elect Director Amy B. Lane | Management | For | For |
| 1i | Elect Director David L. Porges | Management | For | For |
| 1j | Elect Director Deborah "Dev" Stahlkopf | Management | For | For |
| 1k | Elect Director John A. Stall | Management | For | For |
| 1l | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Ratify Deloitte & Touche as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Disclose Board Skills and Diversity Matrix | Shareholder | Against | Against |
| NIKE, INC. MEETING DATE: SEP 09, 2022 |
||||
| TICKER: NKE SECURITY ID: 654106103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NVR, INC. MEETING DATE: MAY 02, 2023 |
||||
| TICKER: NVR SECURITY ID: 62944T105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Paul C. Saville | Management | For | For |
| 1.2 | Elect Director C.E. Andrews | Management | For | For |
| 1.3 | Elect Director Sallie B. Bailey | Management | For | For |
| 1.4 | Elect Director Thomas D. Eckert | Management | For | For |
| 1.5 | Elect Director Alfred E. Festa | Management | For | For |
| 1.6 | Elect Director Alexandra A. Jung | Management | For | For |
| 1.7 | Elect Director Mel Martinez | Management | For | For |
| 1.8 | Elect Director David A. Preiser | Management | For | For |
| 1.9 | Elect Director W. Grady Rosier | Management | For | For |
| 1.10 | Elect Director Susan Williamson Ross | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| O'REILLY AUTOMOTIVE, INC. MEETING DATE: MAY 18, 2023 |
||||
| TICKER: ORLY SECURITY ID: 67103H107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David O'Reilly | Management | For | For |
| 1b | Elect Director Larry O'Reilly | Management | For | For |
| 1c | Elect Director Greg Henslee | Management | For | For |
| 1d | Elect Director Jay D. Burchfield | Management | For | For |
| 1e | Elect Director Thomas T. Hendrickson | Management | For | For |
| 1f | Elect Director John R. Murphy | Management | For | For |
| 1g | Elect Director Dana M. Perlman | Management | For | For |
| 1h | Elect Director Maria A. Sastre | Management | For | For |
| 1i | Elect Director Andrea M. Weiss | Management | For | For |
| 1j | Elect Director Fred Whitfield | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OCCIDENTAL PETROLEUM CORPORATION MEETING DATE: MAY 05, 2023 |
||||
| TICKER: OXY SECURITY ID: 674599105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicky A. Bailey | Management | For | For |
| 1b | Elect Director Andrew Gould | Management | For | For |
| 1c | Elect Director Carlos M. Gutierrez | Management | For | For |
| 1d | Elect Director Vicki Hollub | Management | For | For |
| 1e | Elect Director William R. Klesse | Management | For | For |
| 1f | Elect Director Jack B. Moore | Management | For | For |
| 1g | Elect Director Claire O'Neill | Management | For | For |
| 1h | Elect Director Avedick B. Poladian | Management | For | For |
| 1i | Elect Director Ken Robinson | Management | For | For |
| 1j | Elect Director Robert M. Shearer | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| OLD DOMINION FREIGHT LINE, INC. MEETING DATE: MAY 17, 2023 |
||||
| TICKER: ODFL SECURITY ID: 679580100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sherry A. Aaholm | Management | For | For |
| 1.2 | Elect Director David S. Congdon | Management | For | For |
| 1.3 | Elect Director John R. Congdon, Jr. | Management | For | For |
| 1.4 | Elect Director Andrew S. Davis | Management | For | For |
| 1.5 | Elect Director Bradley R. Gabosch | Management | For | For |
| 1.6 | Elect Director Greg C. Gantt | Management | For | For |
| 1.7 | Elect Director Patrick D. Hanley | Management | For | For |
| 1.8 | Elect Director John D. Kasarda | Management | For | For |
| 1.9 | Elect Director Wendy T. Stallings | Management | For | For |
| 1.10 | Elect Director Thomas A. Stith, III | Management | For | For |
| 1.11 | Elect Director Leo H. Suggs | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ON SEMICONDUCTOR CORPORATION MEETING DATE: MAY 18, 2023 |
||||
| TICKER: ON SECURITY ID: 682189105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| OTIS WORLDWIDE CORPORATION MEETING DATE: MAY 18, 2023 |
||||
| TICKER: OTIS SECURITY ID: 68902V107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey H. Black | Management | For | For |
| 1b | Elect Director Nelda J. Connors | Management | For | For |
| 1c | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1d | Elect Director Shailesh G. Jejurikar | Management | For | For |
| 1e | Elect Director Christopher J. Kearney | Management | For | For |
| 1f | Elect Director Judith F. Marks | Management | For | For |
| 1g | Elect Director Harold W. McGraw, III | Management | For | For |
| 1h | Elect Director Margaret M. V. Preston | Management | For | For |
| 1i | Elect Director Shelley Stewart, Jr. | Management | For | For |
| 1j | Elect Director John H. Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| PAYCOM SOFTWARE, INC. MEETING DATE: MAY 01, 2023 |
||||
| TICKER: PAYC SECURITY ID: 70432V102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sharen J. Turney | Management | For | For |
| 1.2 | Elect Director J.C. Watts, Jr. | Management | For | For |
| 2 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| 6 | Require a Majority Vote for the Election of Directors | Shareholder | Against | Against |
| PAYPAL HOLDINGS, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: PYPL SECURITY ID: 70450Y103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Jonathan Christodoro | Management | For | For |
| 1c | Elect Director John J. Donahoe | Management | For | For |
| 1d | Elect Director David W. Dorman | Management | For | For |
| 1e | Elect Director Belinda J. Johnson | Management | For | For |
| 1f | Elect Director Enrique Lores | Management | For | For |
| 1g | Elect Director Gail J. McGovern | Management | For | For |
| 1h | Elect Director Deborah M. Messemer | Management | For | For |
| 1i | Elect Director David M. Moffett | Management | For | For |
| 1j | Elect Director Ann M. Sarnoff | Management | For | For |
| 1k | Elect Director Daniel H. Schulman | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 7 | Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn | Shareholder | None | None |
| 8 | Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Against |
| 9 | Adopt Majority Vote Standard for Director Elections | Shareholder | Against | Against |
| PDC ENERGY, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: PDCE SECURITY ID: 69327R101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Barton R. Brookman | Management | For | For |
| 1.2 | Elect Director Pamela R. Butcher | Management | For | For |
| 1.3 | Elect Director Mark E. Ellis | Management | For | For |
| 1.4 | Elect Director Paul J. Korus | Management | For | For |
| 1.5 | Elect Director Lynn A. Peterson | Management | For | For |
| 1.6 | Elect Director Carlos A. Sabater | Management | For | For |
| 1.7 | Elect Director Diana L. Sands | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PROLOGIS, INC. MEETING DATE: SEP 28, 2022 |
||||
| TICKER: PLD SECURITY ID: 74340W103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| QUANTA SERVICES, INC. MEETING DATE: MAY 23, 2023 |
||||
| TICKER: PWR SECURITY ID: 74762E102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Earl C. (Duke) Austin, Jr. | Management | For | For |
| 1.2 | Elect Director Doyle N. Beneby | Management | For | For |
| 1.3 | Elect Director Vincent D. Poster | Management | For | For |
| 1.4 | Elect Director Bernard Fried | Management | For | For |
| 1.5 | Elect Director Worthing F. Jackman | Management | For | For |
| 1.6 | Elect Director Holli C. Ladhani | Management | For | For |
| 1.7 | Elect Director David M. McClanahan | Management | For | For |
| 1.8 | Elect Director R. Scott Rowe | Management | For | For |
| 1.9 | Elect Director Margaret B. Shannon | Management | For | For |
| 1.10 | Elect Director Martha B. Wyrsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RAYMOND JAMES FINANCIAL, INC. MEETING DATE: FEB 23, 2023 |
||||
| TICKER: RJF SECURITY ID: 754730109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marlene Debel | Management | For | For |
| 1b | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1c | Elect Director Jeffrey N. Edwards | Management | For | For |
| 1d | Elect Director Benjamin C. Esty | Management | For | For |
| 1e | Elect Director Anne Gates | Management | For | For |
| 1f | Elect Director Thomas A. James | Management | For | For |
| 1g | Elect Director Gordon L. Johnson | Management | For | For |
| 1h | Elect Director Roderick C. McGeary | Management | For | For |
| 1i | Elect Director Paul C. Reilly | Management | For | For |
| 1j | Elect Director Raj Seshadri | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| REGENERON PHARMACEUTICALS, INC. MEETING DATE: JUN 09, 2023 |
||||
| TICKER: REGN SECURITY ID: 75886F107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | For |
| 1b | Elect Director Christine A. Poon | Management | For | For |
| 1c | Elect Director Craig B. Thompson | Management | For | For |
| 1d | Elect Director Huda Y. Zoghbi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| RESMED INC. MEETING DATE: NOV 16, 2022 |
||||
| TICKER: RMD SECURITY ID: 761152107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Burt | Management | For | For |
| 1b | Elect Director Jan De Witte | Management | For | For |
| 1c | Elect Director Karen Drexler | Management | For | For |
| 1d | Elect Director Michael 'Mick' Farrell | Management | For | For |
| 1e | Elect Director Peter Farrell | Management | For | For |
| 1f | Elect Director Harjit Gill | Management | For | For |
| 1g | Elect Director John Hernandez | Management | For | For |
| 1h | Elect Director Richard Sulpizio | Management | For | For |
| 1i | Elect Director Desney Tan | Management | For | For |
| 1j | Elect Director Ronald Taylor | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ROPER TECHNOLOGIES, INC. MEETING DATE: JUN 13, 2023 |
||||
| TICKER: ROP SECURITY ID: 776696106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye L. Archambeau | Management | For | For |
| 1.2 | Elect Director Amy Woods Brinkley | Management | For | For |
| 1.3 | Elect Director Irene M. Esteves | Management | For | For |
| 1.4 | Elect Director L. Neil Hunn | Management | For | For |
| 1.5 | Elect Director Robert D. Johnson | Management | For | For |
| 1.6 | Elect Director Thomas P. Joyce, Jr. | Management | For | For |
| 1.7 | Elect Director Laura G. Thatcher | Management | For | For |
| 1.8 | Elect Director Richard F. Wallman | Management | For | For |
| 1.9 | Elect Director Christopher Wright | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | For | For |
| S&P GLOBAL INC. MEETING DATE: MAY 03, 2023 |
||||
| TICKER: SPGI SECURITY ID: 78409V104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Marco Alvera | Management | For | For |
| 1.2 | Elect Director Jacques Esculier | Management | For | For |
| 1.3 | Elect Director Gay Huey Evans | Management | For | For |
| 1.4 | Elect Director William D. Green | Management | For | For |
| 1.5 | Elect Director Stephanie C. Hill | Management | For | For |
| 1.6 | Elect Director Rebecca Jacoby | Management | For | For |
| 1.7 | Elect Director Robert P. Kelly | Management | For | For |
| 1.8 | Elect Director Ian Paul Livingston | Management | For | For |
| 1.9 | Elect Director Deborah D. McWhinney | Management | For | For |
| 1.10 | Elect Director Maria R. Morris | Management | For | For |
| 1.11 | Elect Director Douglas L. Peterson | Management | For | For |
| 1.12 | Elect Director Richard E. Thornburgh | Management | For | For |
| 1.13 | Elect Director Gregory Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| SNOWFLAKE INC. MEETING DATE: JUL 07, 2022 |
||||
| TICKER: SNOW SECURITY ID: 833445109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Kramer | Management | For | For |
| 1b | Elect Director Frank Slootman | Management | For | For |
| 1c | Elect Director Michael L. Speiser | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| STEEL DYNAMICS, INC. MEETING DATE: MAY 11, 2023 |
||||
| TICKER: STLD SECURITY ID: 858119100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark D. Millett | Management | For | For |
| 1.2 | Elect Director Sheree L. Bargabos | Management | For | For |
| 1.3 | Elect Director Kenneth W. Cornew | Management | For | For |
| 1.4 | Elect Director Traci M. Dolan | Management | For | For |
| 1.5 | Elect Director James C. Marcuccilli | Management | For | For |
| 1.6 | Elect Director Bradley S. Seaman | Management | For | For |
| 1.7 | Elect Director Gabriel L. Shaheen | Management | For | For |
| 1.8 | Elect Director Luis M. Sierra | Management | For | For |
| 1.9 | Elect Director Steven A. Sonnenberg | Management | For | For |
| 1.10 | Elect Director Richard P. Teets, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| SYNOPSYS, INC. MEETING DATE: APR 12, 2023 |
||||
| TICKER: SNPS SECURITY ID: 871607107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Aart J. de Geus | Management | For | For |
| 1b | Elect Director Luis Borgen | Management | For | For |
| 1c | Elect Director Marc N. Casper | Management | For | For |
| 1d | Elect Director Janice D. Chaffin | Management | For | For |
| 1e | Elect Director Bruce R. Chizen | Management | For | For |
| 1f | Elect Director Mercedes Johnson | Management | For | For |
| 1g | Elect Director Jeannine P. Sargent | Management | For | For |
| 1h | Elect Director John G. Schwarz | Management | For | For |
| 1i | Elect Director Roy Vallee | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| T. ROWE PRICE GROUP, INC. MEETING DATE: MAY 09, 2023 |
||||
| TICKER: TROW SECURITY ID: 74144T108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Glenn R. August | Management | For | For |
| 1b | Elect Director Mark S. Bartlett | Management | For | For |
| 1c | Elect Director Dina Dublon | Management | For | For |
| 1d | Elect Director Freeman A. Hrabowski, III | Management | For | For |
| 1e | Elect Director Robert F. MacLellan | Management | For | For |
| 1f | Elect Director Eileen P. Rominger | Management | For | For |
| 1g | Elect Director Robert W. Sharps | Management | For | For |
| 1h | Elect Director Robert J. Stevens | Management | For | For |
| 1i | Elect Director William J. Stromberg | Management | For | For |
| 1j | Elect Director Sandra S. Wijnberg | Management | For | For |
| 1k | Elect Director Alan D. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| TEXAS INSTRUMENTS INCORPORATED MEETING DATE: APR 27, 2023 |
||||
| TICKER: TXN SECURITY ID: 882508104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark A. Blinn | Management | For | For |
| 1b | Elect Director Todd M. Bluedorn | Management | For | For |
| 1c | Elect Director Janet F. Clark | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Martin S. Craighead | Management | For | For |
| 1f | Elect Director Curtis C. Farmer | Management | For | For |
| 1g | Elect Director Jean M. Hobby | Management | For | For |
| 1h | Elect Director Haviv Ilan | Management | For | For |
| 1i | Elect Director Ronald Kirk | Management | For | For |
| 1j | Elect Director Pamela H. Patsley | Management | For | For |
| 1k | Elect Director Robert E. Sanchez | Management | For | For |
| 1l | Elect Director Richard K. Templeton | Management | For | For |
| 2 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | Shareholder | Against | Against |
| THE BANK OF NEW YORK MELLON CORPORATION MEETING DATE: APR 12, 2023 |
||||
| TICKER: BK SECURITY ID: 064058100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Z. Cook | Management | For | For |
| 1b | Elect Director Joseph J. Echevarria | Management | For | For |
| 1c | Elect Director M. Amy Gilliland | Management | For | For |
| 1d | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1e | Elect Director K. Guru Gowrappan | Management | For | For |
| 1f | Elect Director Ralph Izzo | Management | For | For |
| 1g | Elect Director Sandra E. "Sandie" O'Connor | Management | For | For |
| 1h | Elect Director Elizabeth E. Robinson | Management | For | For |
| 1i | Elect Director Frederick O. Terrell | Management | For | For |
| 1j | Elect Director Robin A. Vince | Management | For | For |
| 1k | Elect Director Alfred W. "Al" Zollar | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| THE ESTEE LAUDER COMPANIES INC. MEETING DATE: NOV 18, 2022 |
||||
| TICKER: EL SECURITY ID: 518439104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald S. Lauder | Management | For | For |
| 1b | Elect Director William P. Lauder | Management | For | For |
| 1c | Elect Director Richard D. Parsons | Management | For | For |
| 1d | Elect Director Lynn Forester de Rothschild | Management | For | For |
| 1e | Elect Director Jennifer Tejada | Management | For | For |
| 1f | Elect Director Richard F. Zannino | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE HOME DEPOT, INC. MEETING DATE: MAY 18, 2023 |
||||
| TICKER: HD SECURITY ID: 437076102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gerard J. Arpey | Management | For | For |
| 1b | Elect Director Ari Bousbib | Management | For | For |
| 1c | Elect Director Jeffery H. Boyd | Management | For | For |
| 1d | Elect Director Gregory D. Brenneman | Management | For | For |
| 1e | Elect Director J. Frank Brown | Management | For | For |
| 1f | Elect Director Albert P. Carey | Management | For | For |
| 1g | Elect Director Edward P. Decker | Management | For | For |
| 1h | Elect Director Linda R. Gooden | Management | For | For |
| 1i | Elect Director Wayne M. Hewett | Management | For | For |
| 1j | Elect Director Manuel Kadre | Management | For | For |
| 1k | Elect Director Stephanie C. Linnartz | Management | For | For |
| 1l | Elect Director Paula Santilli | Management | For | For |
| 1m | Elect Director Caryn Seidman-Becker | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 8 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| THE PROCTER & GAMBLE COMPANY MEETING DATE: OCT 11, 2022 |
||||
| TICKER: PG SECURITY ID: 742718109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director B. Marc Allen | Management | For | For |
| 1b | Elect Director Angela F. Braly | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Joseph Jimenez | Management | For | For |
| 1e | Elect Director Christopher Kempczinski | Management | For | For |
| 1f | Elect Director Debra L. Lee | Management | For | For |
| 1g | Elect Director Terry J. Lundgren | Management | For | For |
| 1h | Elect Director Christine M. McCarthy | Management | For | For |
| 1i | Elect Director Jon R. Moeller | Management | For | For |
| 1j | Elect Director Rajesh Subramaniam | Management | For | For |
| 1k | Elect Director Patricia A. Woertz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| THE PROGRESSIVE CORPORATION MEETING DATE: MAY 12, 2023 |
||||
| TICKER: PGR SECURITY ID: 743315103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Danelle M. Barrett | Management | For | For |
| 1b | Elect Director Philip Bleser | Management | For | For |
| 1c | Elect Director Stuart B. Burgdoerfer | Management | For | For |
| 1d | Elect Director Pamela J. Craig | Management | For | For |
| 1e | Elect Director Charles A. Davis | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Lawton W. Fitt | Management | For | For |
| 1h | Elect Director Susan Patricia Griffith | Management | For | For |
| 1i | Elect Director Devin C. Johnson | Management | For | For |
| 1j | Elect Director Jeffrey D. Kelly | Management | For | For |
| 1k | Elect Director Barbara R. Snyder | Management | For | For |
| 1l | Elect Director Kahina Van Dyke | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| THERMO FISHER SCIENTIFIC INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: TMO SECURITY ID: 883556102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc N. Casper | Management | For | For |
| 1b | Elect Director Nelson J. Chai | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Tyler Jacks | Management | For | For |
| 1f | Elect Director R. Alexandra Keith | Management | For | For |
| 1g | Elect Director James C. Mullen | Management | For | For |
| 1h | Elect Director Lars R. Sorensen | Management | For | For |
| 1i | Elect Director Debora L. Spar | Management | For | For |
| 1j | Elect Director Scott M. Sperling | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| TRACTOR SUPPLY COMPANY MEETING DATE: MAY 11, 2023 |
||||
| TICKER: TSCO SECURITY ID: 892356106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Joy Brown | Management | For | For |
| 1.2 | Elect Director Ricardo Cardenas | Management | For | For |
| 1.3 | Elect Director Andre Hawaux | Management | For | For |
| 1.4 | Elect Director Denise L. Jackson | Management | For | For |
| 1.5 | Elect Director Ramkumar Krishnan | Management | For | For |
| 1.6 | Elect Director Edna K. Morris | Management | For | For |
| 1.7 | Elect Director Mark J. Weikel | Management | For | For |
| 1.8 | Elect Director Harry A. Lawton, III | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| TRANE TECHNOLOGIES PLC MEETING DATE: JUN 01, 2023 |
||||
| TICKER: TT SECURITY ID: G8994E103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kirk E. Arnold | Management | For | For |
| 1b | Elect Director Ann C. Berzin | Management | For | For |
| 1c | Elect Director April Miller Boise | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Mark R. George | Management | For | For |
| 1f | Elect Director John A. Hayes | Management | For | For |
| 1g | Elect Director Linda P. Hudson | Management | For | Against |
| 1h | Elect Director Myles P. Lee | Management | For | For |
| 1i | Elect Director David S. Regnery | Management | For | For |
| 1j | Elect Director Melissa N. Schaeffer | Management | For | For |
| 1k | Elect Director John P. Surma | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 5 | Authorize Issue of Equity | Management | For | For |
| 6 | Authorize Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Reissuance of Repurchased Shares | Management | For | For |
| UNITEDHEALTH GROUP INCORPORATED MEETING DATE: JUN 05, 2023 |
||||
| TICKER: UNH SECURITY ID: 91324P102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| VALERO ENERGY CORPORATION MEETING DATE: MAY 09, 2023 |
||||
| TICKER: VLO SECURITY ID: 91913Y100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fred M. Diaz | Management | For | For |
| 1b | Elect Director H. Paulett Eberhart | Management | For | For |
| 1c | Elect Director Marie A. Ffolkes | Management | For | For |
| 1d | Elect Director Joseph W. Gorder | Management | For | For |
| 1e | Elect Director Kimberly S. Greene | Management | For | For |
| 1f | Elect Director Deborah P. Majoras | Management | For | For |
| 1g | Elect Director Eric D. Mullins | Management | For | For |
| 1h | Elect Director Donald L. Nickles | Management | For | For |
| 1i | Elect Director Robert A. Profusek | Management | For | For |
| 1j | Elect Director Randall J. Weisenburger | Management | For | For |
| 1k | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Climate Transition Plan and GHG Emissions Reduction Targets | Shareholder | Against | Against |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| VERTEX PHARMACEUTICALS INCORPORATED MEETING DATE: MAY 17, 2023 |
||||
| TICKER: VRTX SECURITY ID: 92532F100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VICI PROPERTIES INC. MEETING DATE: APR 27, 2023 |
||||
| TICKER: VICI SECURITY ID: 925652109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James R. Abrahamson | Management | For | For |
| 1b | Elect Director Diana F. Cantor | Management | For | For |
| 1c | Elect Director Monica H. Douglas | Management | For | For |
| 1d | Elect Director Elizabeth I. Holland | Management | For | For |
| 1e | Elect Director Craig Macnab | Management | For | For |
| 1f | Elect Director Edward B. Pitoniak | Management | For | For |
| 1g | Elect Director Michael D. Rumbolz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VISA INC. MEETING DATE: JAN 24, 2023 |
||||
| TICKER: V SECURITY ID: 92826C839 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| W.W. GRAINGER, INC. MEETING DATE: APR 26, 2023 |
||||
| TICKER: GWW SECURITY ID: 384802104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director V. Ann Hailey | Management | For | For |
| 1c | Elect Director Katherine D. Jaspon | Management | For | For |
| 1d | Elect Director Stuart L. Levenick | Management | For | For |
| 1e | Elect Director D.G. Macpherson | Management | For | For |
| 1f | Elect Director Neil S. Novich | Management | For | For |
| 1g | Elect Director Beatriz R. Perez | Management | For | For |
| 1h | Elect Director E. Scott Santi | Management | For | For |
| 1i | Elect Director Susan Slavik Williams | Management | For | For |
| 1j | Elect Director Lucas E. Watson | Management | For | For |
| 1k | Elect Director Steven A. White | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| WALMART INC. MEETING DATE: MAY 31, 2023 |
||||
| TICKER: WMT SECURITY ID: 931142103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cesar Conde | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Sarah J. Friar | Management | For | For |
| 1d | Elect Director Carla A. Harris | Management | For | For |
| 1e | Elect Director Thomas W. Horton | Management | For | For |
| 1f | Elect Director Marissa A. Mayer | Management | For | For |
| 1g | Elect Director C. Douglas McMillon | Management | For | For |
| 1h | Elect Director Gregory B. Penner | Management | For | For |
| 1i | Elect Director Randall L. Stephenson | Management | For | For |
| 1j | Elect Director S. Robson Walton | Management | For | For |
| 1k | Elect Director Steuart L. Walton | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Consider Pay Disparity Between CEO and Other Employees | Shareholder | Against | Against |
| 6 | Report on Human Rights Due Diligence | Shareholder | Against | Against |
| 7 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Racial and Gender Layoff Diversity | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 12 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | Against |
| ZOETIS INC. MEETING DATE: MAY 18, 2023 |
||||
| TICKER: ZTS SECURITY ID: 98978V103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul M. Bisaro | Management | For | For |
| 1b | Elect Director Vanessa Broadhurst | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director Michael B. McCallister | Management | For | For |
| 1e | Elect Director Gregory Norden | Management | For | For |
| 1f | Elect Director Louise M. Parent | Management | For | For |
| 1g | Elect Director Kristin C. Peck | Management | For | For |
| 1h | Elect Director Robert W. Scully | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Provide Right to Call Special Meeting | Management | For | For |
| 5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Shareholder | Against | Against |
| ZOOM VIDEO COMMUNICATIONS, INC. MEETING DATE: JUN 15, 2023 |
||||
| TICKER: ZM SECURITY ID: 98980L101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eric S. Yuan | Management | For | Withhold |
| 1.2 | Elect Director Peter Gassner | Management | For | Withhold |
| 1.3 | Elect Director H.R. McMaster | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
VOTE SUMMARY REPORT
FIDELITY GROWTH DISCOVERY FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 2SEVENTY BIO, INC. MEETING DATE: JUN 13, 2023 |
||||
| TICKER: TSVT SECURITY ID: 901384107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Daniel S. Lynch | Management | For | For |
| 1.2 | Elect Director Sarah Glickman | Management | For | For |
| 1.3 | Elect Director Wei Lin | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| ACLARIS THERAPEUTICS, INC. MEETING DATE: JUN 01, 2023 |
||||
| TICKER: ACRS SECURITY ID: 00461U105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Anand Mehra | Management | For | Withhold |
| 1.2 | Elect Director Andrew Powell | Management | For | Withhold |
| 1.3 | Elect Director Maxine Gowen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ADOBE INC. MEETING DATE: APR 20, 2023 |
||||
| TICKER: ADBE SECURITY ID: 00724F101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| AFFIMED NV MEETING DATE: JUN 21, 2023 |
||||
| TICKER: AFMD SECURITY ID: N01045108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4 | Approve Remuneration of Management Board | Management | For | Against |
| 5 | Approve Discharge of Management Board | Management | For | For |
| 6 | Approve Discharge of Supervisory Board | Management | For | For |
| 7 | Amend Remuneration Policy for Supervisory Board | Management | For | For |
| 8a | Reelect Adi Hoess to Management Board | Management | For | For |
| 8b | Reelect Wolfgang Fischer to Management Board | Management | For | For |
| 8c | Reelect Angus Smith to Management Board | Management | For | For |
| 8d | Reelect Arndt Schottelius to Management Board | Management | For | For |
| 8e | Reelect Andreas Harstrick to Management Board | Management | For | For |
| 9a | Reelect Thomas Hecht to Supervisory Board | Management | For | For |
| 9b | Reelect Harry Welten to Supervisory Board | Management | For | For |
| 9c | Reelect Annalisa M. Jenkins to Supervisory Board | Management | For | For |
| 9d | Elect Constanze Ulmer-Eilfort to Supervisory Board | Management | For | For |
| 10 | Approve Reverse Stock Split and Amend Articles of Association | Management | For | For |
| 11 | Authorize Repurchase of Shares | Management | For | For |
| 12 | Ratify KPMG Accountants N.V. as Auditors | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| AIRBNB, INC. MEETING DATE: JUN 01, 2023 |
||||
| TICKER: ABNB SECURITY ID: 009066101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nathan Blecharczyk | Management | For | For |
| 1.2 | Elect Director Alfred Lin | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| AIXTRON SE MEETING DATE: MAY 17, 2023 |
||||
| TICKER: AIXA SECURITY ID: D0257Y135 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 0.31 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Reelect Kim Schindelhauer to the Supervisory Board | Management | For | For |
| 7 | Ratify KPMG AG as Auditors for Fiscal Year 2023 | Management | For | For |
| 8.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 8.2 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| ALBEMARLE CORPORATION MEETING DATE: MAY 02, 2023 |
||||
| TICKER: ALB SECURITY ID: 012653101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director M. Lauren Brlas | Management | For | For |
| 1b | Elect Director Ralf H. Cramer | Management | For | For |
| 1c | Elect Director J. Kent Masters, Jr. | Management | For | For |
| 1d | Elect Director Glenda J. Minor | Management | For | For |
| 1e | Elect Director James J. O'Brien | Management | For | For |
| 1f | Elect Director Diarmuid B. O'Connell | Management | For | For |
| 1g | Elect Director Dean L. Seavers | Management | For | For |
| 1h | Elect Director Gerald A. Steiner | Management | For | For |
| 1i | Elect Director Holly A. Van Deursen | Management | For | For |
| 1j | Elect Director Alejandro D. Wolff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Non-Employee Director Restricted Stock Plan | Management | For | For |
| ALLEGRO MICROSYSTEMS, INC. MEETING DATE: AUG 04, 2022 |
||||
| TICKER: ALGM SECURITY ID: 01749D105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yoshihiro (Zen) Suzuki | Management | For | Withhold |
| 1.2 | Elect Director David J. Aldrich | Management | For | Withhold |
| 1.3 | Elect Director Kojiro (Koji) Hatano | Management | For | For |
| 1.4 | Elect Director Paul Carl (Chip) Schorr, IV | Management | For | Withhold |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ALNYLAM PHARMACEUTICALS, INC. MEETING DATE: MAY 18, 2023 |
||||
| TICKER: ALNY SECURITY ID: 02043Q107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael W. Bonney | Management | For | For |
| 1b | Elect Director Yvonne L. Greenstreet | Management | For | For |
| 1c | Elect Director Phillip A. Sharp | Management | For | For |
| 1d | Elect Director Elliott Sigal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALPHABET INC. MEETING DATE: JUN 02, 2023 |
||||
| TICKER: GOOGL SECURITY ID: 02079K305 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | Against |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | Against |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| AMAZON.COM, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: AMZN SECURITY ID: 023135106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | For |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| AMERICAN FINANCIAL GROUP, INC. MEETING DATE: MAY 17, 2023 |
||||
| TICKER: AFG SECURITY ID: 025932104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Carl H. Lindner, III | Management | For | For |
| 1.2 | Elect Director S. Craig Lindner | Management | For | For |
| 1.3 | Elect Director John B. Berding | Management | For | For |
| 1.4 | Elect Director James E. Evans | Management | For | For |
| 1.5 | Elect Director Terry S. Jacobs | Management | For | For |
| 1.6 | Elect Director Gregory G. Joseph | Management | For | For |
| 1.7 | Elect Director Mary Beth Martin | Management | For | For |
| 1.8 | Elect Director Amy Y. Murray | Management | For | For |
| 1.9 | Elect Director Evans N. Nwankwo | Management | For | For |
| 1.10 | Elect Director William W. Verity | Management | For | For |
| 1.11 | Elect Director John I. Von Lehman | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AMETEK, INC. MEETING DATE: MAY 04, 2023 |
||||
| TICKER: AME SECURITY ID: 031100100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Amato | Management | For | For |
| 1b | Elect Director Anthony J. Conti | Management | For | For |
| 1c | Elect Director Gretchen W. McClain | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| APPLE INC. MEETING DATE: MAR 10, 2023 |
||||
| TICKER: AAPL SECURITY ID: 037833100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APPLIED THERAPEUTICS, INC. MEETING DATE: OCT 26, 2022 |
||||
| TICKER: APLT SECURITY ID: 03828A101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| APPLIED THERAPEUTICS, INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: APLT SECURITY ID: 03828A101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Les Funtleyder | Management | For | Withhold |
| 1.2 | Elect Director Stacy J. Kanter | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARCELLX, INC. MEETING DATE: JUN 13, 2023 |
||||
| TICKER: ACLX SECURITY ID: 03940C100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Ali Behbahani | Management | For | Withhold |
| 1.2 | Elect Director Derek Yoon | Management | For | For |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ARITZIA INC. MEETING DATE: JUL 06, 2022 |
||||
| TICKER: ATZ SECURITY ID: 04045U102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Brian Hill | Management | For | For |
| 1b | Elect Director Jennifer Wong | Management | For | For |
| 1c | Elect Director Aldo Bensadoun | Management | For | For |
| 1d | Elect Director John E. Currie | Management | For | For |
| 1e | Elect Director Daniel Habashi | Management | For | For |
| 1f | Elect Director David Labistour | Management | For | For |
| 1g | Elect Director John Montalbano | Management | For | For |
| 1h | Elect Director Marni Payne | Management | For | For |
| 1i | Elect Director Glen Senk | Management | For | For |
| 1j | Elect Director Marcia Smith | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| ARTHUR J. GALLAGHER & CO. MEETING DATE: MAY 09, 2023 |
||||
| TICKER: AJG SECURITY ID: 363576109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sherry S. Barrat | Management | For | For |
| 1b | Elect Director William L. Bax | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director D. John Coldman | Management | For | For |
| 1e | Elect Director J. Patrick Gallagher, Jr. | Management | For | For |
| 1f | Elect Director David S. Johnson | Management | For | For |
| 1g | Elect Director Christopher C. Miskel | Management | For | For |
| 1h | Elect Director Ralph J. Nicoletti | Management | For | For |
| 1i | Elect Director Norman L. Rosenthal | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Management | For | For |
| ASGN INCORPORATED MEETING DATE: JUN 15, 2023 |
||||
| TICKER: ASGN SECURITY ID: 00191U102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark A. Frantz | Management | For | For |
| 1.2 | Elect Director Jonathan S. Holman | Management | For | For |
| 1.3 | Elect Director Arshad Matin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| ASML HOLDING NV MEETING DATE: APR 26, 2023 |
||||
| TICKER: ASML SECURITY ID: N07059210 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Discuss the Company's Business, Financial Situation and Sustainability | Management | None | None |
| 3a | Approve Remuneration Report | Management | For | For |
| 3b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3d | Approve Dividends | Management | For | For |
| 4a | Approve Discharge of Management Board | Management | For | For |
| 4b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Approve Number of Shares for Management Board | Management | For | For |
| 6a | Amend Remuneration Policy for the Supervisory Board | Management | For | For |
| 6b | Amend Remuneration of the Members of the Supervisory Board | Management | For | For |
| 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Management | None | None |
| 8a | Elect N.S. Andersen to Supervisory Board | Management | For | For |
| 8b | Elect J.P. de Kreij to Supervisory Board | Management | For | For |
| 8c | Discuss Composition of the Supervisory Board | Management | None | None |
| 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | Management | For | For |
| 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| ASPEN AEROGELS, INC. MEETING DATE: JUN 01, 2023 |
||||
| TICKER: ASPN SECURITY ID: 04523Y105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Steven R. Mitchell | Management | For | Withhold |
| 1.2 | Elect Director Donald R. Young | Management | For | Withhold |
| 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 3 | Increase Authorized Common Stock | Management | For | Against |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ASTRAZENECA PLC MEETING DATE: APR 27, 2023 |
||||
| TICKER: AZN SECURITY ID: 046353108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividends | Management | For | For |
| 3 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 5a | Re-elect Michel Demare as Director | Management | For | For |
| 5b | Re-elect Pascal Soriot as Director | Management | For | For |
| 5c | Re-elect Aradhana Sarin as Director | Management | For | For |
| 5d | Re-elect Philip Broadley as Director | Management | For | For |
| 5e | Re-elect Euan Ashley as Director | Management | For | For |
| 5f | Re-elect Deborah DiSanzo as Director | Management | For | For |
| 5g | Re-elect Diana Layfield as Director | Management | For | For |
| 5h | Re-elect Sheri McCoy as Director | Management | For | For |
| 5i | Re-elect Tony Mok as Director | Management | For | For |
| 5j | Re-elect Nazneen Rahman as Director | Management | For | For |
| 5k | Re-elect Andreas Rummelt as Director | Management | For | For |
| 5l | Re-elect Marcus Wallenberg as Director | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | For |
| 7 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 11 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 12 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 13 | Adopt New Articles of Association | Management | For | For |
| AXON ENTERPRISE, INC. MEETING DATE: MAY 31, 2023 |
||||
| TICKER: AXON SECURITY ID: 05464C101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Adriane Brown | Management | For | For |
| 1B | Elect Director Michael Garnreiter | Management | For | For |
| 1C | Elect Director Mark W. Kroll | Management | For | For |
| 1D | Elect Director Matthew R. McBrady | Management | For | For |
| 1E | Elect Director Hadi Partovi | Management | For | For |
| 1F | Elect Director Graham Smith | Management | For | For |
| 1G | Elect Director Patrick W. Smith | Management | For | For |
| 1H | Elect Director Jeri Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Approve Stock Option Grants to Patrick W. Smith | Management | For | For |
| 6 | Discontinue the Development and Plans for Sale of a Remotely-operated, Non-lethal TASER Drone System | Shareholder | Against | Against |
| BAKER HUGHES COMPANY MEETING DATE: MAY 16, 2023 |
||||
| TICKER: BKR SECURITY ID: 05722G100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Geoffrey Beattie | Management | For | For |
| 1.2 | Elect Director Gregory D. Brenneman | Management | For | For |
| 1.3 | Elect Director Cynthia B. Carroll | Management | For | For |
| 1.4 | Elect Director Nelda J. Connors | Management | For | For |
| 1.5 | Elect Director Michael R. Dumais | Management | For | For |
| 1.6 | Elect Director Lynn L. Elsenhans | Management | For | For |
| 1.7 | Elect Director John G. Rice | Management | For | For |
| 1.8 | Elect Director Lorenzo Simonelli | Management | For | For |
| 1.9 | Elect Director Mohsen Sohi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BANK OF AMERICA CORPORATION MEETING DATE: APR 25, 2023 |
||||
| TICKER: BAC SECURITY ID: 060505104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BE SEMICONDUCTOR INDUSTRIES NV MEETING DATE: APR 26, 2023 |
||||
| TICKER: BESI SECURITY ID: N13107144 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Annual Report (Non-Voting) | Management | None | None |
| 3 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4a | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 4b | Approve Dividends of EUR 2.85 Per Share | Management | For | For |
| 5a | Approve Discharge of Management Board | Management | For | For |
| 5b | Approve Discharge of Supervisory Board | Management | For | For |
| 6 | Approve Remuneration Report | Management | For | Against |
| 7 | Amend Remuneration Policy | Management | For | For |
| 8 | Elect Richard Norbruis to Supervisory Board | Management | For | For |
| 9 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights | Management | For | For |
| 10 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 11 | Approve Reduction in Share Capital through Cancellation of Shares | Management | For | For |
| 12 | Amend Articles of Association | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| BEAM THERAPEUTICS INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: BEAM SECURITY ID: 07373V105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John Evans | Management | For | For |
| 1b | Elect Director John Maraganore | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BIO-TECHNE CORPORATION MEETING DATE: OCT 27, 2022 |
||||
| TICKER: TECH SECURITY ID: 09073M104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Nine | Management | For | For |
| 2a | Elect Director Robert V. Baumgartner | Management | For | For |
| 2b | Elect Director Julie L. Bushman | Management | For | For |
| 2c | Elect Director John L. Higgins | Management | For | For |
| 2d | Elect Director Joseph D. Keegan | Management | For | For |
| 2e | Elect Director Charles R. Kummeth | Management | For | For |
| 2f | Elect Director Roeland Nusse | Management | For | For |
| 2g | Elect Director Alpna Seth | Management | For | For |
| 2h | Elect Director Randolph Steer | Management | For | For |
| 2i | Elect Director Rupert Vessey | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Stock Split | Management | For | For |
| 5 | Ratify KPMG, LLP as Auditors | Management | For | For |
| BIOGEN INC. MEETING DATE: JUN 26, 2023 |
||||
| TICKER: BIIB SECURITY ID: 09062X103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alexander J. Denner - Withdrawn | Management | None | None |
| 1b | Elect Director Caroline D. Dorsa | Management | For | Against |
| 1c | Elect Director Maria C. Freire | Management | For | Against |
| 1d | Elect Director William A. Hawkins | Management | For | Against |
| 1e | Elect Director William D. Jones- Withdrawn | Management | None | None |
| 1f | Elect Director Jesus B. Mantas | Management | For | Against |
| 1g | Elect Director Richard C. Mulligan- Withdrawn | Management | None | None |
| 1h | Elect Director Eric K. Rowinsky | Management | For | Against |
| 1i | Elect Director Stephen A. Sherwin | Management | For | Against |
| 1j | Elect Director Christopher A. Viehbacher | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Elect Director Susan K. Langer | Management | For | Against |
| BLOCK, INC. MEETING DATE: JUN 13, 2023 |
||||
| TICKER: SQ SECURITY ID: 852234103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Roelof Botha | Management | For | For |
| 1.2 | Elect Director Amy Brooks | Management | For | For |
| 1.3 | Elect Director Shawn Carter | Management | For | For |
| 1.4 | Elect Director James McKelvey | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| BLOOM ENERGY CORP. MEETING DATE: MAY 17, 2023 |
||||
| TICKER: BE SECURITY ID: 093712107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Immelt | Management | For | For |
| 1.2 | Elect Director Eddy Zervigon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| BOOKING HOLDINGS INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: BKNG SECURITY ID: 09857L108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn D. Fogel | Management | For | For |
| 1.2 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.3 | Elect Director Wei Hopeman | Management | For | For |
| 1.4 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.5 | Elect Director Charles H. Noski | Management | For | For |
| 1.6 | Elect Director Larry Quinlan | Management | For | For |
| 1.7 | Elect Director Nicholas J. Read | Management | For | For |
| 1.8 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.9 | Elect Director Sumit Singh | Management | For | For |
| 1.10 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.11 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BOSTON SCIENTIFIC CORPORATION MEETING DATE: MAY 04, 2023 |
||||
| TICKER: BSX SECURITY ID: 101137107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nelda J. Connors | Management | For | For |
| 1b | Elect Director Charles J. Dockendorff | Management | For | For |
| 1c | Elect Director Yoshiaki Fujimori | Management | For | For |
| 1d | Elect Director Edward J. Ludwig | Management | For | For |
| 1e | Elect Director Michael F. Mahoney | Management | For | For |
| 1f | Elect Director David J. Roux | Management | For | For |
| 1g | Elect Director John E. Sununu | Management | For | For |
| 1h | Elect Director David S. Wichmann | Management | For | For |
| 1i | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BRP GROUP, INC. MEETING DATE: JUN 05, 2023 |
||||
| TICKER: BRP SECURITY ID: 05589G102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lowry Baldwin | Management | For | For |
| 1.2 | Elect Director Sathish Muthukrishnan | Management | For | For |
| 1.3 | Elect Director Sunita Parasuraman | Management | For | For |
| 1.4 | Elect Director Ellyn Shook | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BRUKER CORPORATION MEETING DATE: JUN 07, 2023 |
||||
| TICKER: BRKR SECURITY ID: 116794108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cynthia M. Friend | Management | For | For |
| 1.2 | Elect Director Philip Ma | Management | For | For |
| 1.3 | Elect Director Hermann F. Requardt | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| BUMBLE INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: BMBL SECURITY ID: 12047B105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Lynn Atchison | Management | For | Withhold |
| 1.2 | Elect Director Matthew S. Bromberg | Management | For | Withhold |
| 1.3 | Elect Director Amy M. Griffin | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BYD COMPANY LIMITED MEETING DATE: JUN 08, 2023 |
||||
| TICKER: 1211 SECURITY ID: Y1023R104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Report of the Board of Directors | Management | For | For |
| 2 | Approve Report of the Supervisory Committee | Management | For | For |
| 3 | Approve Audited Financial Report | Management | For | For |
| 4 | Approve Annual Reports and Its Summary | Management | For | For |
| 5 | Approve Profit Distribution Plan | Management | For | For |
| 6 | Approve Ernst & Young Hua Ming LLP as Sole External Auditor and Internal Control Audit Institution and Authorize Board to Fix Their Remuneration | Management | For | For |
| 7 | Approve Provision of Guarantees by the Group | Management | For | For |
| 8 | Approve Estimated Cap of Ordinary Connected Transactions | Management | For | For |
| 9 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights for Additional H Shares | Management | For | Against |
| 10 | Approve Issuance by BYD Electronic (International) Company Limited of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 11 | Approve Authorization to the Board to Determine the Proposed Plan for the Issuance of Debt Financing Instrument(s) | Management | For | For |
| 12 | Approve Purchase of Liability Insurance for Directors, Supervisors, Senior Management and Other Related Persons and Authorize the Chairman or Its Authorized Persons to Handle All Related Matters | Management | For | For |
| 13 | Approve Compliance Manual in Relation to Connected Transaction | Management | For | For |
| CANADIAN NATURAL RESOURCES LIMITED MEETING DATE: MAY 04, 2023 |
||||
| TICKER: CNQ SECURITY ID: 136385101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Best | Management | For | For |
| 1.2 | Elect Director M. Elizabeth Cannon | Management | For | For |
| 1.3 | Elect Director N. Murray Edwards | Management | For | For |
| 1.4 | Elect Director Christopher L. Fong | Management | For | For |
| 1.5 | Elect Director Gordon D. Giffin | Management | For | For |
| 1.6 | Elect Director Wilfred A. Gobert | Management | For | For |
| 1.7 | Elect Director Steve W. Laut | Management | For | For |
| 1.8 | Elect Director Tim S. McKay | Management | For | For |
| 1.9 | Elect Director Frank J. McKenna | Management | For | For |
| 1.10 | Elect Director David A. Tuer | Management | For | For |
| 1.11 | Elect Director Annette M. Verschuren | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| CERTARA, INC. MEETING DATE: MAY 23, 2023 |
||||
| TICKER: CERT SECURITY ID: 15687V109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William Feehery | Management | For | Against |
| 1b | Elect Director Rosemary Crane | Management | For | For |
| 1c | Elect Director Stephen McLean | Management | For | Against |
| 2 | Ratify RSM US LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CF INDUSTRIES HOLDINGS, INC. MEETING DATE: MAY 03, 2023 |
||||
| TICKER: CF SECURITY ID: 125269100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Javed Ahmed | Management | For | For |
| 1b | Elect Director Robert C. Arzbaecher | Management | For | For |
| 1c | Elect Director Deborah L. DeHaas | Management | For | For |
| 1d | Elect Director John W. Eaves | Management | For | For |
| 1e | Elect Director Stephen J. Hagge | Management | For | For |
| 1f | Elect Director Jesus Madrazo Yris | Management | For | For |
| 1g | Elect Director Anne P. Noonan | Management | For | For |
| 1h | Elect Director Michael J. Toelle | Management | For | For |
| 1i | Elect Director Theresa E. Wagler | Management | For | For |
| 1j | Elect Director Celso L. White | Management | For | For |
| 1k | Elect Director W. Anthony Will | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| CHAMPIONX CORPORATION MEETING DATE: MAY 10, 2023 |
||||
| TICKER: CHX SECURITY ID: 15872M104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Heidi S. Alderman | Management | For | For |
| 1.2 | Elect Director Mamatha Chamarthi | Management | For | For |
| 1.3 | Elect Director Carlos A. Fierro | Management | For | For |
| 1.4 | Elect Director Gary P. Luquette | Management | For | For |
| 1.5 | Elect Director Elaine Pickle | Management | For | For |
| 1.6 | Elect Director Stuart Porter | Management | For | For |
| 1.7 | Elect Director Daniel W. Rabun | Management | For | For |
| 1.8 | Elect Director Sivasankaran ("Soma") Somasundaram | Management | For | For |
| 1.9 | Elect Director Stephen M. Todd | Management | For | For |
| 2 | Adopt Majority Voting for Uncontested Election of Directors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| 4 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC. MEETING DATE: MAY 09, 2023 |
||||
| TICKER: CRL SECURITY ID: 159864107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director James C. Foster | Management | For | For |
| 1.2 | Elect Director Nancy C. Andrews | Management | For | For |
| 1.3 | Elect Director Robert Bertolini | Management | For | For |
| 1.4 | Elect Director Deborah T. Kochevar | Management | For | For |
| 1.5 | Elect Director George Llado, Sr. | Management | For | For |
| 1.6 | Elect Director Martin W. Mackay | Management | For | For |
| 1.7 | Elect Director George E. Massaro | Management | For | For |
| 1.8 | Elect Director C. Richard Reese | Management | For | For |
| 1.9 | Elect Director Craig B. Thompson | Management | For | For |
| 1.10 | Elect Director Richard F. Wallman | Management | For | For |
| 1.11 | Elect Director Virginia M. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Report on Non-human Primates Imported by the Company | Shareholder | Against | Against |
| CHENIERE ENERGY, INC. MEETING DATE: MAY 11, 2023 |
||||
| TICKER: LNG SECURITY ID: 16411R208 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director G. Andrea Botta | Management | For | For |
| 1b | Elect Director Jack A. Fusco | Management | For | For |
| 1c | Elect Director Patricia K. Collawn | Management | For | For |
| 1d | Elect Director Brian E. Edwards | Management | For | For |
| 1e | Elect Director Denise Gray | Management | For | For |
| 1f | Elect Director Lorraine Mitchelmore | Management | For | For |
| 1g | Elect Director Donald F. Robillard, Jr. | Management | For | For |
| 1h | Elect Director Matthew Runkle | Management | For | For |
| 1i | Elect Director Neal A. Shear | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Stranded Carbon Asset Risk | Shareholder | Against | Against |
| CLOUDFLARE, INC. MEETING DATE: JUN 01, 2023 |
||||
| TICKER: NET SECURITY ID: 18915M107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Scott Sandell | Management | For | Withhold |
| 1.2 | Elect Director Michelle Zatlyn | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| CME GROUP INC. MEETING DATE: MAY 04, 2023 |
||||
| TICKER: CME SECURITY ID: 12572Q105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence A. Duffy | Management | For | For |
| 1b | Elect Director Kathryn Benesh | Management | For | For |
| 1c | Elect Director Timothy S. Bitsberger | Management | For | For |
| 1d | Elect Director Charles P. Carey | Management | For | For |
| 1e | Elect Director Bryan T. Durkin | Management | For | For |
| 1f | Elect Director Harold Ford, Jr. | Management | For | For |
| 1g | Elect Director Martin J. Gepsman | Management | For | For |
| 1h | Elect Director Larry G. Gerdes | Management | For | For |
| 1i | Elect Director Daniel R. Glickman | Management | For | For |
| 1j | Elect Director Daniel G. Kaye | Management | For | For |
| 1k | Elect Director Phyllis M. Lockett | Management | For | For |
| 1l | Elect Director Deborah J. Lucas | Management | For | For |
| 1m | Elect Director Terry L. Savage | Management | For | For |
| 1n | Elect Director Rahael Seifu | Management | For | For |
| 1o | Elect Director William R. Shepard | Management | For | For |
| 1p | Elect Director Howard J. Siegel | Management | For | For |
| 1q | Elect Director Dennis A. Suskind | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CODEXIS, INC. MEETING DATE: JUN 13, 2023 |
||||
| TICKER: CDXS SECURITY ID: 192005106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen G. Dilly | Management | For | For |
| 1.2 | Elect Director Alison Moore | Management | For | For |
| 1.3 | Elect Director Rahul Singhvi | Management | For | For |
| 2 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 7 | Amend Omnibus Stock Plan | Management | For | For |
| COINBASE GLOBAL, INC. MEETING DATE: JUN 16, 2023 |
||||
| TICKER: COIN SECURITY ID: 19260Q107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frederick Ernest Ehrsam, III | Management | For | For |
| 1.2 | Elect Director Kathryn Haun | Management | For | For |
| 1.3 | Elect Director Kelly A. Kramer | Management | For | Withhold |
| 1.4 | Elect Director Tobias Lutke | Management | For | For |
| 1.5 | Elect Director Gokul Rajaram | Management | For | Withhold |
| 1.6 | Elect Director Fred Wilson | Management | For | Withhold |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| CONFLUENT, INC. MEETING DATE: JUN 01, 2023 |
||||
| TICKER: CFLT SECURITY ID: 20717M103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Matthew Miller | Management | For | For |
| 1b | Elect Director Eric Vishria | Management | For | For |
| 1c | Elect Director Michelangelo Volpi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CONSTELLATION BRANDS, INC. MEETING DATE: JUL 19, 2022 |
||||
| TICKER: STZ SECURITY ID: 21036P108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jennifer M. Daniels | Management | For | For |
| 1.2 | Elect Director Jeremy S. G. Fowden | Management | For | For |
| 1.3 | Elect Director Jose Manuel Madero Garza | Management | For | For |
| 1.4 | Elect Director Daniel J. McCarthy | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CONSTELLATION BRANDS, INC. MEETING DATE: NOV 09, 2022 |
||||
| TICKER: STZ SECURITY ID: 21036P108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Amend Charter | Management | For | Against |
| 2 | Adjourn Meeting | Management | For | Against |
| CYTOKINETICS, INCORPORATED MEETING DATE: MAY 10, 2023 |
||||
| TICKER: CYTK SECURITY ID: 23282W605 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Edward M. Kaye | Management | For | For |
| 1b | Elect Director Wendell Wierenga | Management | For | For |
| 1c | Elect Director Nancy J. Wysenski | Management | For | For |
| 2 | Amend Certificate of Incorporation to Permit the Exculpation of the Company's Directors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Permit the Exculpation of the Company's Senior Officers | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| DANAHER CORPORATION MEETING DATE: MAY 09, 2023 |
||||
| TICKER: DHR SECURITY ID: 235851102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | For |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DENBURY INC. MEETING DATE: JUN 01, 2023 |
||||
| TICKER: DEN SECURITY ID: 24790A101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin O. Meyers | Management | For | For |
| 1b | Elect Director Anthony M. Abate | Management | For | For |
| 1c | Elect Director Caroline G. Angoorly | Management | For | For |
| 1d | Elect Director James N. Chapman | Management | For | For |
| 1e | Elect Director Christian S. Kendall | Management | For | For |
| 1f | Elect Director Lynn A. Peterson | Management | For | For |
| 1g | Elect Director Brett R. Wiggs | Management | For | For |
| 1h | Elect Director Cindy A. Yeilding | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| DOLLARAMA INC. MEETING DATE: JUN 07, 2023 |
||||
| TICKER: DOL SECURITY ID: 25675T107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Joshua Bekenstein | Management | For | For |
| 1B | Elect Director Gregory David | Management | For | For |
| 1C | Elect Director Elisa D. Garcia C. | Management | For | For |
| 1D | Elect Director Stephen Gunn | Management | For | For |
| 1E | Elect Director Kristin Mugford | Management | For | For |
| 1F | Elect Director Nicholas Nomicos | Management | For | For |
| 1G | Elect Director Neil Rossy | Management | For | For |
| 1H | Elect Director Samira Sakhia | Management | For | For |
| 1I | Elect Director Thecla Sweeney | Management | For | For |
| 1J | Elect Director Huw Thomas | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | SP 1: Report on Emissions and Gender Target and its Overall Significance on the Company's ESG Strategy | Shareholder | Against | Against |
| 5 | SP 2: Report on Third-Party Employment Agencies | Shareholder | Against | Against |
| 6 | SP 3: Adopt Net Zero Targets in Alignment with the Paris Agreement | Shareholder | Against | Against |
| DOMA HOLDINGS, INC. MEETING DATE: JUL 07, 2022 |
||||
| TICKER: DOMA SECURITY ID: HEB533000 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stuart Miller | Management | For | For |
| 1.2 | Elect Director Charles Moldow | Management | For | For |
| 1.3 | Elect Director Karen Richardson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| DOMA HOLDINGS, INC. MEETING DATE: JUN 08, 2023 |
||||
| TICKER: DOMA SECURITY ID: HEB533000 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lawrence Summers | Management | For | For |
| 1.2 | Elect Director Maxine Williams | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Reverse Stock Split | Management | For | For |
| DOXIMITY, INC. MEETING DATE: JUL 27, 2022 |
||||
| TICKER: DOCS SECURITY ID: 26622P107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey Tangney | Management | For | For |
| 1.2 | Elect Director Kira Wampler | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EATON CORPORATION PLC MEETING DATE: APR 26, 2023 |
||||
| TICKER: ETN SECURITY ID: G29183103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig Arnold | Management | For | For |
| 1b | Elect Director Olivier Leonetti | Management | For | For |
| 1c | Elect Director Silvio Napoli | Management | For | For |
| 1d | Elect Director Gregory R. Page | Management | For | For |
| 1e | Elect Director Sandra Pianalto | Management | For | For |
| 1f | Elect Director Robert V. Pragada | Management | For | For |
| 1g | Elect Director Lori J. Ryerkerk | Management | For | For |
| 1h | Elect Director Gerald B. Smith | Management | For | For |
| 1i | Elect Director Dorothy C. Thompson | Management | For | For |
| 1j | Elect Director Darryl L. Wilson | Management | For | For |
| 2 | Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Authorize Issue of Equity with Pre-emptive Rights | Management | For | For |
| 6 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 7 | Authorize Share Repurchase of Issued Share Capital | Management | For | For |
| ELASTIC N.V. MEETING DATE: OCT 06, 2022 |
||||
| TICKER: ESTC SECURITY ID: N14506104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohaib Abbasi | Management | For | For |
| 1b | Elect Director Caryn Marooney | Management | For | For |
| 1c | Elect Director Chetan Puttagunta | Management | For | For |
| 1d | Elect Director Steven Schuurman | Management | For | For |
| 2 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3 | Appoint PricewaterhouseCoopers Accountants N.V. as External Auditor | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Discharge of Executive Directors | Management | For | For |
| 6 | Approve Discharge of Non-Executive Directors | Management | For | For |
| 7 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 8 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ELI LILLY AND COMPANY MEETING DATE: MAY 01, 2023 |
||||
| TICKER: LLY SECURITY ID: 532457108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| EMEMORY TECHNOLOGY, INC. MEETING DATE: JUN 09, 2023 |
||||
| TICKER: 3529 SECURITY ID: Y2289B114 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Report and Financial Statements | Management | For | For |
| 2 | Approve Profit Distribution | Management | For | For |
| 3 | Approve Cash Distribution from Capital Surplus | Management | For | For |
| 4 | Approve Amendments to Rules and Procedures Regarding Shareholder's General Meeting | Management | For | For |
| 5 | Approve Release of Restrictions of Competitive Activities of Directors | Management | For | For |
| ENERGY RECOVERY, INC. MEETING DATE: JUN 08, 2023 |
||||
| TICKER: ERII SECURITY ID: 29270J100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander J. Buehler | Management | For | For |
| 1.2 | Elect Director Joan K. Chow | Management | For | For |
| 1.3 | Elect Director Arve Hanstveit | Management | For | For |
| 1.4 | Elect Director Robert Yu Lang Mao | Management | For | For |
| 1.5 | Elect Director Pamela L. Tondreau | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ENPHASE ENERGY, INC. MEETING DATE: MAY 17, 2023 |
||||
| TICKER: ENPH SECURITY ID: 29355A107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jamie Haenggi | Management | For | For |
| 1.2 | Elect Director Benjamin Kortlang | Management | For | For |
| 1.3 | Elect Director Richard Mora | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| EQRX, INC. MEETING DATE: SEP 30, 2022 |
||||
| TICKER: EQRX SECURITY ID: 26886C107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Paul Berns | Management | For | For |
| 1b | Elect Director Jorge Conde | Management | For | For |
| 1c | Elect Director Sandra J. Horning | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EVELO BIOSCIENCES, INC. MEETING DATE: JUN 08, 2023 |
||||
| TICKER: EVLO SECURITY ID: 299734103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Juan Andres | Management | For | For |
| 1.2 | Elect Director Julie H. McHugh | Management | For | For |
| 1.3 | Elect Director Robert L. Rosiello | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | Against |
| 4 | Approve Reverse Stock Split | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| EVOLENT HEALTH, INC. MEETING DATE: JUN 08, 2023 |
||||
| TICKER: EVH SECURITY ID: JSB243000 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Craig Barbarosh | Management | For | For |
| 1b | Elect Director Seth Blackley | Management | For | For |
| 1c | Elect Director M. Bridget Duffy | Management | For | For |
| 1d | Elect Director Peter Grua | Management | For | For |
| 1e | Elect Director Diane Holder | Management | For | For |
| 1f | Elect Director Richard Jelinek | Management | For | For |
| 1g | Elect Director Kim Keck | Management | For | For |
| 1h | Elect Director Cheryl Scott | Management | For | For |
| 1i | Elect Director Tunde Sotunde | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| FERGUSON PLC MEETING DATE: NOV 30, 2022 |
||||
| TICKER: FERG SECURITY ID: G3421J106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Final Dividend | Management | For | For |
| 3.1 | Re-elect Kelly Baker as Director | Management | For | For |
| 3.2 | Re-elect Bill Brundage as Director | Management | For | For |
| 3.3 | Re-elect Geoff Drabble as Director | Management | For | For |
| 3.4 | Re-elect Catherine Halligan as Director | Management | For | For |
| 3.5 | Re-elect Brian May as Director | Management | For | For |
| 3.6 | Re-elect Kevin Murphy as Director | Management | For | For |
| 3.7 | Re-elect Alan Murray as Director | Management | For | For |
| 3.8 | Re-elect Tom Schmitt as Director | Management | For | For |
| 3.9 | Re-elect Nadia Shouraboura as Director | Management | For | For |
| 3.10 | Re-elect Suzanne Wood as Director | Management | For | For |
| 4 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 5 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 6 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 7 | Authorise Issue of Equity | Management | For | For |
| 8 | Approve Non-Employee Director Incentive Plan | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 10 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 11 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 12 | Adopt New Articles of Association | Management | For | For |
| FERRARI NV MEETING DATE: APR 14, 2023 |
||||
| TICKER: RACE SECURITY ID: N3167Y103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.a | Receive Director's Board Report (Non-Voting) | Management | None | None |
| 2.b | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2.c | Approve Remuneration Report | Management | For | For |
| 2.d | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2.e | Approve Dividends of EUR 1.810 Per Share | Management | For | For |
| 2.f | Approve Discharge of Directors | Management | For | For |
| 3.a | Reelect John Elkann as Executive Director | Management | For | For |
| 3.b | Reelect Benedetto Vigna as Executive Director | Management | For | For |
| 3.c | Reelect Piero Ferrari as Non-Executive Director | Management | For | For |
| 3.d | Reelect Delphine Arnault as Non-Executive Director | Management | For | Against |
| 3.e | Reelect Francesca Bellettini as Non-Executive Director | Management | For | For |
| 3.f | Reelect Eduardo H. Cue as Non-Executive Director | Management | For | For |
| 3.g | Reelect Sergio Duca as Non-Executive Director | Management | For | For |
| 3.h | Reelect John Galantic as Non-Executive Director | Management | For | For |
| 3.i | Reelect Maria Patrizia Grieco as Non-Executive Director | Management | For | For |
| 3.j | Reelect Adam Keswick as Non-Executive Director | Management | For | For |
| 3.k | Elect Michelangelo Volpi as Non-Executive Director | Management | For | For |
| 4.1 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 4.2 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 5 | Authorize Repurchase of Up to 10 Percent of Issued Common Shares | Management | For | For |
| 6 | Approve Awards to Executive Director | Management | For | For |
| 7 | Close Meeting | Management | None | None |
| FIVE BELOW, INC. MEETING DATE: JUN 13, 2023 |
||||
| TICKER: FIVE SECURITY ID: 33829M101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joel D. Anderson | Management | For | For |
| 1b | Elect Director Kathleen S. Barclay | Management | For | For |
| 1c | Elect Director Thomas M. Ryan | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Bylaws to Limit the Liability of Officers | Management | For | For |
| 5 | Amend Bylaws to Amend the Limitation of Liability of Directors Provision | Management | For | For |
| FLUTTER ENTERTAINMENT PLC MEETING DATE: APR 27, 2023 |
||||
| TICKER: FLTR SECURITY ID: G3643J108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4A | Elect Paul Edgecliffe-Johnson as Director | Management | For | For |
| 4B | Elect Carolan Lennon as Director | Management | For | For |
| 5A | Re-elect Nancy Cruickshank as Director | Management | For | For |
| 5B | Re-elect Nancy Dubuc as Director | Management | For | For |
| 5C | Re-elect Richard Flint as Director | Management | For | For |
| 5D | Re-elect Alfred Hurley Jr as Director | Management | For | For |
| 5E | Re-elect Peter Jackson as Director | Management | For | For |
| 5F | Re-elect Holly Koeppel as Director | Management | For | For |
| 5G | Re-elect David Lazzarato as Director | Management | For | For |
| 5H | Re-elect Gary McGann as Director | Management | For | For |
| 5I | Re-elect Atif Rafiq as Director | Management | For | For |
| 5J | Re-elect Mary Turner as Director | Management | For | For |
| 6 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 7 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9A | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 9B | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Specified Capital Investment | Management | For | For |
| 10 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 11 | Authorise the Company to Determine the Price Range at which Treasury Shares may be Re-issued Off-Market | Management | For | For |
| 12 | Approve Long Term Incentive Plan | Management | For | For |
| 13 | Amend Restricted Share Plan | Management | For | For |
| 14 | Adopt New Articles of Association | Management | For | For |
| GALAPAGOS NV MEETING DATE: APR 25, 2023 |
||||
| TICKER: GLPG SECURITY ID: 36315X101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Directors' and Auditors' Reports (Non-Voting) | Management | None | None |
| 2 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 3 | Receive Auditors' Reports (Non-Voting) | Management | None | None |
| 4 | Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) | Management | None | None |
| 5 | Approve Remuneration Report | Management | For | Against |
| 6 | Approve Discharge of the Members of the Supervisory Board and Auditors | Management | For | For |
| 7 | Approve Auditors' Remuneration for the Financial Year Ended on 31 December 2022 | Management | For | For |
| 8 | Ratify BDO as Auditors and Approve Auditors' Remuneration | Management | For | For |
| 9 | Reelect Peter Guenter as Independent Director | Management | For | For |
| 10 | Reelect Daniel O'Day as Director | Management | For | For |
| 11 | Reelect Linda Higgins as Director | Management | For | For |
| GAMIDA CELL LTD. MEETING DATE: JUL 27, 2022 |
||||
| TICKER: GMDA SECURITY ID: M47364100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Reelect Shawn Tomasello as Director | Management | For | For |
| 1b | Reelect Stephen Wills as Director | Management | For | For |
| 2 | Approve Amended Employment Terms of Julian Adams, CEO and Director | Management | For | For |
| 3 | Amend Articles of Association | Management | For | For |
| 4 | Reappoint Kost, Forer, Gabbay & Kasierer as Auditors | Management | For | For |
| GAMIDA CELL LTD. MEETING DATE: MAY 19, 2023 |
||||
| TICKER: GMDA SECURITY ID: M47364100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| GENERAL ELECTRIC COMPANY MEETING DATE: MAY 03, 2023 |
||||
| TICKER: GE SECURITY ID: 369604301 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen Angel | Management | For | For |
| 1b | Elect Director Sebastien Bazin | Management | For | For |
| 1c | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1d | Elect Director Edward Garden | Management | For | For |
| 1e | Elect Director Isabella Goren | Management | For | For |
| 1f | Elect Director Thomas Horton | Management | For | For |
| 1g | Elect Director Catherine Lesjak | Management | For | For |
| 1h | Elect Director Darren McDew | Management | For | For |
| 1i | Elect Director Paula Rosput Reynolds | Management | For | For |
| 1j | Elect Director Jessica Uhl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| 6 | Hire Investment Bank to Explore Sale of Company | Shareholder | Against | Against |
| 7 | Issue Audited Report on Fiduciary Relevance of Decarbonization Goal | Shareholder | Against | Against |
| 8 | Issue Audited Report on Impact of IEA Net-Zero Emissions by 2050 Scenario | Shareholder | Against | Against |
| GENMAB A/S MEETING DATE: MAR 29, 2023 |
||||
| TICKER: GMAB SECURITY ID: K3967W102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Report of Board | Management | None | None |
| 2 | Accept Financial Statements and Statutory Reports; Approve Discharge of Management and Board | Management | For | For |
| 3 | Approve Allocation of Income and Omission of Dividends | Management | For | For |
| 4 | Approve Remuneration Report (Advisory Vote) | Management | For | For |
| 5.a | Reelect Deirdre P. Connelly as Director | Management | For | For |
| 5.b | Reelect Pernille Erenbjerg as Director | Management | For | For |
| 5.c | Reelect Rolf Hoffmann as Director | Management | For | For |
| 5.d | Reelect Elizabeth OFarrell as Director | Management | For | For |
| 5.e | Reelect Paolo Paoletti as Director | Management | For | For |
| 5.f | Reelect Anders Gersel Pedersen as Director | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 7.a | Approve Remuneration of Directors in the Amount of DKK 1.2 Million for Chairman, DKK 900,000 for Vice Chairman, and DKK 600,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | For |
| 7.b | Amend Remuneration Policy | Management | For | For |
| 7.c | Amendment to Remuneration Policy for Board of Directors and Executive Management | Management | For | For |
| 7.d | Authorize Share Repurchase Program | Management | For | For |
| 8 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | Management | For | For |
| 9 | Other Business | Management | None | None |
| HASHICORP, INC. MEETING DATE: JUN 29, 2023 |
||||
| TICKER: HCP SECURITY ID: 418100103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Todd Ford | Management | For | For |
| 1b | Elect Director David Henshall | Management | For | For |
| 1c | Elect Director Sigal Zarmi | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| HDFC BANK LIMITED MEETING DATE: JUL 16, 2022 |
||||
| TICKER: 500180 SECURITY ID: Y3119P190 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 2 | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Dividend | Management | For | For |
| 4 | Reelect Renu Karnad as Director | Management | For | For |
| 5 | Approve Price Waterhouse LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Payment of Additional Audit Fees to MSKA & Associates, Chartered Accountants and M.M. Nissim & Co. LLP, Chartered Accountants | Management | For | For |
| 7 | Approve Reappointment and Remuneration of Renu Karnad as Non-Executive Director | Management | For | For |
| 8 | Authorize Issuance of Unsecured Perpetual Debt Instruments, Tier II Capital Bonds and Long Term Bonds on Private Placement Basis | Management | For | For |
| HDFC BANK LIMITED MEETING DATE: NOV 25, 2022 |
||||
| TICKER: 500180 SECURITY ID: Y3119P190 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Amalgamation | Management | For | For |
| HDFC BANK LIMITED MEETING DATE: MAR 25, 2023 |
||||
| TICKER: 500180 SECURITY ID: Y3119P190 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Material Related Party Transactions with Housing Development Finance Corporation Limited | Management | For | For |
| 2 | Approve Material Related Party Transactions with HDB Financial Services Limited | Management | For | For |
| 3 | Approve Material Related Party Transactions with HDFC Securities Limited | Management | For | For |
| 4 | Approve Material Related Party Transactions with HDFC Life Insurance Company Limited | Management | For | For |
| 5 | Approve Material Related Party Transactions with HDFC ERGO General Insurance Company Limited | Management | For | For |
| 6 | Approve Material Related Party Transactions with HDFC Credila Financial Services Limited | Management | For | For |
| HDFC BANK LIMITED MEETING DATE: JUN 11, 2023 |
||||
| TICKER: 500180 SECURITY ID: Y3119P190 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Appointment and Remuneration of Kaizad Bharucha as Whole-Time Deputy Managing Director | Management | For | For |
| 2 | Approve Appointment and Remuneration of Bhavesh Zaveri as Executive Director | Management | For | For |
| HEALTHEQUITY, INC. MEETING DATE: JUN 22, 2023 |
||||
| TICKER: HQY SECURITY ID: 42226A107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert Selander | Management | For | For |
| 1.2 | Elect Director Jon Kessler | Management | For | For |
| 1.3 | Elect Director Stephen Neeleman | Management | For | For |
| 1.4 | Elect Director Paul Black | Management | For | For |
| 1.5 | Elect Director Frank Corvino | Management | For | For |
| 1.6 | Elect Director Adrian Dillon | Management | For | For |
| 1.7 | Elect Director Evelyn Dilsaver | Management | For | For |
| 1.8 | Elect Director Debra McCowan | Management | For | For |
| 1.9 | Elect Director Rajesh Natarajan | Management | For | For |
| 1.10 | Elect Director Stuart Parker | Management | For | For |
| 1.11 | Elect Director Gayle Wellborn | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HELMERICH & PAYNE, INC. MEETING DATE: FEB 28, 2023 |
||||
| TICKER: HP SECURITY ID: 423452101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Delaney M. Bellinger | Management | For | For |
| 1b | Elect Director Belgacem Chariag | Management | For | Against |
| 1c | Elect Director Kevin G. Cramton | Management | For | Against |
| 1d | Elect Director Randy A. Foutch | Management | For | Against |
| 1e | Elect Director Hans Helmerich | Management | For | For |
| 1f | Elect Director John W. Lindsay | Management | For | For |
| 1g | Elect Director Jose R. Mas | Management | For | Against |
| 1h | Elect Director Thomas A. Petrie | Management | For | Against |
| 1i | Elect Director Donald F. Robillard, Jr. | Management | For | Against |
| 1j | Elect Director John D. Zeglis | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HOOKIPA PHARMA INC. MEETING DATE: JUN 09, 2023 |
||||
| TICKER: HOOK SECURITY ID: 43906K100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jan van de Winkel | Management | For | For |
| 1.2 | Elect Director Joern Aldag | Management | For | For |
| 1.3 | Elect Director David R. Kaufman | Management | For | For |
| 2 | Ratify PwC Wirtschaftsprufung GmbH as Auditors | Management | For | For |
| HUBBELL INCORPORATED MEETING DATE: MAY 02, 2023 |
||||
| TICKER: HUBB SECURITY ID: 443510607 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gerben W. Bakker | Management | For | For |
| 1.2 | Elect Director Carlos M. Cardoso | Management | For | For |
| 1.3 | Elect Director Anthony J. Guzzi | Management | For | For |
| 1.4 | Elect Director Rhett A. Hernandez | Management | For | For |
| 1.5 | Elect Director Neal J. Keating | Management | For | For |
| 1.6 | Elect Director Bonnie C. Lind | Management | For | For |
| 1.7 | Elect Director John F. Malloy | Management | For | For |
| 1.8 | Elect Director Jennifer M. Pollino | Management | For | For |
| 1.9 | Elect Director John G. Russell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HUBSPOT, INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: HUBS SECURITY ID: 443573100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nick Caldwell | Management | For | For |
| 1b | Elect Director Claire Hughes Johnson | Management | For | For |
| 1c | Elect Director Jay Simons | Management | For | For |
| 1d | Elect Director Yamini Rangan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ILLUMINATED HOLDINGS, INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: SECURITY ID: GDA181000 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory Piefer | Management | For | For |
| 1.2 | Elect Director Thomas Rockwell Mackie | Management | For | For |
| 1.3 | Elect Director David Newberg | Management | For | For |
| 1.4 | Elect Director Brett Chugg | Management | For | For |
| 1.5 | Elect Director Anton W. Asmuth, IV | Management | For | For |
| 1.6 | Elect Director Janet Wong | Management | For | For |
| 1.7 | Elect Director Gregory OD Smith | Management | For | For |
| 1.8 | Elect Director Paul Ryan | Management | For | For |
| 1.9 | Elect Director Holli Ladhani | Management | For | For |
| 1.10 | Elect Director Fred Robertson | Management | For | For |
| ILLUMINATED HOLDINGS, INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: SECURITY ID: GDA193000 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory Piefer | Management | For | For |
| 1.2 | Elect Director Thomas Rockwell Mackie | Management | For | For |
| 1.3 | Elect Director David Newberg | Management | For | For |
| 1.4 | Elect Director Brett Chugg | Management | For | For |
| 1.5 | Elect Director Anton W. Asmuth, IV | Management | For | For |
| 1.6 | Elect Director Janet Wong | Management | For | For |
| 1.7 | Elect Director Gregory OD Smith | Management | For | For |
| 1.8 | Elect Director Paul Ryan | Management | For | For |
| 1.9 | Elect Director Holli Ladhani | Management | For | For |
| 1.10 | Elect Director Fred Robertson | Management | For | For |
| ILLUMINATED HOLDINGS, INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: SECURITY ID: HAA248000 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory Piefer | Management | For | For |
| 1.2 | Elect Director Thomas Rockwell Mackie | Management | For | For |
| 1.3 | Elect Director David Newberg | Management | For | For |
| 1.4 | Elect Director Brett Chugg | Management | For | For |
| 1.5 | Elect Director Anton W. Asmuth, IV | Management | For | For |
| 1.6 | Elect Director Janet Wong | Management | For | For |
| 1.7 | Elect Director Gregory OD Smith | Management | For | For |
| 1.8 | Elect Director Paul Ryan | Management | For | For |
| 1.9 | Elect Director Holli Ladhani | Management | For | For |
| 1.10 | Elect Director Fred Robertson | Management | For | For |
| ILLUMINATED HOLDINGS, INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: SECURITY ID: HHA932000 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gregory Piefer | Management | For | For |
| 1.2 | Elect Director Thomas Rockwell Mackie | Management | For | For |
| 1.3 | Elect Director David Newberg | Management | For | For |
| 1.4 | Elect Director Brett Chugg | Management | For | For |
| 1.5 | Elect Director Anton W. Asmuth, IV | Management | For | For |
| 1.6 | Elect Director Janet Wong | Management | For | For |
| 1.7 | Elect Director Gregory OD Smith | Management | For | For |
| 1.8 | Elect Director Paul Ryan | Management | For | For |
| 1.9 | Elect Director Holli Ladhani | Management | For | For |
| 1.10 | Elect Director Fred Robertson | Management | For | For |
| IMMUNOCORE HOLDINGS PLC MEETING DATE: MAY 16, 2023 |
||||
| TICKER: IMCR SECURITY ID: 45258D105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Director Robert Perez | Management | For | For |
| 4 | Elect Director Kristine Peterson | Management | For | For |
| 5 | Elect Director Siddharth Kaul | Management | For | For |
| 6 | Appoint Deloitte LLP as Auditors | Management | For | For |
| 7 | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 8 | Authorize UK Political Donations and Expenditure | Management | For | For |
| INGERSOLL RAND INC. MEETING DATE: JUN 15, 2023 |
||||
| TICKER: IR SECURITY ID: 45687V106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vicente Reynal | Management | For | For |
| 1b | Elect Director William P. Donnelly | Management | For | For |
| 1c | Elect Director Kirk E. Arnold | Management | For | For |
| 1d | Elect Director Gary D. Forsee | Management | For | For |
| 1e | Elect Director Jennifer Hartsock | Management | For | For |
| 1f | Elect Director John Humphrey | Management | For | For |
| 1g | Elect Director Marc E. Jones | Management | For | For |
| 1h | Elect Director Mark Stevenson | Management | For | For |
| 1i | Elect Director Michael Stubblefield | Management | For | For |
| 1j | Elect Director Tony L. White | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| INNOVID CORP. MEETING DATE: JUN 07, 2023 |
||||
| TICKER: CTV SECURITY ID: 457679108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rachel Lam | Management | For | Withhold |
| 1.2 | Elect Director Gilad Shany | Management | For | Withhold |
| 2 | Ratify KOST FORER GABBAY & KASIERER as Auditors | Management | For | For |
| INSMED INCORPORATED MEETING DATE: MAY 11, 2023 |
||||
| TICKER: INSM SECURITY ID: 457669307 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth McKee Anderson | Management | For | For |
| 1.2 | Elect Director Clarissa Desjardins | Management | For | For |
| 1.3 | Elect Director David W.J. McGirr | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| INSULET CORPORATION MEETING DATE: MAY 23, 2023 |
||||
| TICKER: PODD SECURITY ID: 45784P101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Luciana Borio | Management | For | For |
| 1.2 | Elect Director Michael R. Minogue | Management | For | For |
| 1.3 | Elect Director Corinne H. Nevinny | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| INTUIT INC. MEETING DATE: JAN 19, 2023 |
||||
| TICKER: INTU SECURITY ID: 461202103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eve Burton | Management | For | For |
| 1b | Elect Director Scott D. Cook | Management | For | For |
| 1c | Elect Director Richard L. Dalzell | Management | For | For |
| 1d | Elect Director Sasan K. Goodarzi | Management | For | For |
| 1e | Elect Director Deborah Liu | Management | For | For |
| 1f | Elect Director Tekedra Mawakana | Management | For | For |
| 1g | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1h | Elect Director Thomas Szkutak | Management | For | For |
| 1i | Elect Director Raul Vazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| KBR, INC. MEETING DATE: MAY 17, 2023 |
||||
| TICKER: KBR SECURITY ID: 48242W106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark E. Baldwin | Management | For | For |
| 1b | Elect Director Stuart J. B. Bradie | Management | For | For |
| 1c | Elect Director Lynn A. Dugle | Management | For | For |
| 1d | Elect Director Lester L. Lyles | Management | For | For |
| 1e | Elect Director John A. Manzoni | Management | For | For |
| 1f | Elect Director Wendy M. Masiello | Management | For | For |
| 1g | Elect Director Jack B. Moore | Management | For | For |
| 1h | Elect Director Ann D. Pickard | Management | For | For |
| 1i | Elect Director Carlos A. Sabater | Management | For | For |
| 1j | Elect Director Vincent R. Stewart *Withdrawn Resolution* | Management | None | None |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| KEURIG DR PEPPER INC. MEETING DATE: JUN 12, 2023 |
||||
| TICKER: KDP SECURITY ID: 49271V100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Robert Gamgort | Management | For | For |
| 1B | Elect Director Oray Boston | Management | For | For |
| 1C | Elect Director Olivier Goudet | Management | For | For |
| 1D | Elect Director Peter Harf | Management | For | For |
| 1E | Elect Director Juliette Hickman | Management | For | For |
| 1F | Elect Director Paul Michaels | Management | For | For |
| 1G | Elect Director Pamela Patsley | Management | For | For |
| 1H | Elect Director Lubomira Rochet | Management | For | For |
| 1I | Elect Director Debra Sandler | Management | For | For |
| 1J | Elect Director Robert Singer | Management | For | For |
| 1K | Elect Director Larry Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| LAUREATE EDUCATION, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: LAUR SECURITY ID: 518613203 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Andrew B. Cohen | Management | For | For |
| 1.2 | Elect Director Pedro del Corro | Management | For | For |
| 1.3 | Elect Director Aristides de Macedo | Management | For | For |
| 1.4 | Elect Director Kenneth W. Freeman | Management | For | For |
| 1.5 | Elect Director Barbara Mair | Management | For | For |
| 1.6 | Elect Director George Munoz | Management | For | For |
| 1.7 | Elect Director Judith Rodin | Management | For | For |
| 1.8 | Elect Director Eilif Serck-Hanssen | Management | For | For |
| 1.9 | Elect Director Ian K. Snow | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| LVMH MOET HENNESSY LOUIS VUITTON SE MEETING DATE: APR 20, 2023 |
||||
| TICKER: MC SECURITY ID: F58485115 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 12.00 per Share | Management | For | For |
| 4 | Approve Auditors' Special Report on Related-Party Transactions | Management | For | For |
| 5 | Reelect Delphine Arnault as Director | Management | For | For |
| 6 | Reelect Antonio Belloni as Director | Management | For | For |
| 7 | Reelect Marie-Josee Kravis as Director | Management | For | For |
| 8 | Reelect Marie-Laure Sauty de Chalon as Director | Management | For | For |
| 9 | Reelect Natacha Valla as Director | Management | For | For |
| 10 | Elect Laurent Mignon as Director | Management | For | Against |
| 11 | Renew Appointment of Lord Powell of Bayswater as Censor | Management | For | Against |
| 12 | Appoint Diego Della Valle as Censor | Management | For | Against |
| 13 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 14 | Approve Compensation of Bernard Arnault, Chairman and CEO | Management | For | For |
| 15 | Approve Compensation of Antonio Belloni, Vice-CEO | Management | For | For |
| 16 | Approve Remuneration Policy of Directors | Management | For | For |
| 17 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 18 | Approve Remuneration Policy of Vice-CEO | Management | For | For |
| 19 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 20 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 21 | Authorize Capitalization of Reserves of Up to EUR 20 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 22 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million | Management | For | For |
| 23 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights With Binding Priority Right up to Aggregate Nominal Amount of EUR 20 Million | Management | For | For |
| 24 | Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to Aggregate Nominal Amount of EUR 20 Million | Management | For | For |
| 25 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Management | For | For |
| 26 | Authorize Capital Increase of Up to EUR 20 Million for Future Exchange Offers | Management | For | For |
| 27 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 28 | Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Reserved for Employees and Corporate Officers | Management | For | For |
| 29 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 30 | Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 20 Million | Management | For | For |
| LYNAS RARE EARTHS LIMITED MEETING DATE: NOV 29, 2022 |
||||
| TICKER: LYC SECURITY ID: Q5683J210 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Remuneration Report | Management | For | For |
| 2 | Elect Kathleen Conlon as Director | Management | For | For |
| 3 | Approve Grant of Performance Rights to Amanda Lacaze | Management | For | For |
| 4 | Approve the Increase in Non-Executive Director Fee Pool | Management | None | For |
| MANDIANT, INC. MEETING DATE: JUL 07, 2022 |
||||
| TICKER: MNDT SECURITY ID: 562662106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kevin R. Mandia | Management | For | For |
| 1b | Elect Director Enrique Salem | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MANHATTAN ASSOCIATES, INC. MEETING DATE: MAY 11, 2023 |
||||
| TICKER: MANH SECURITY ID: 562750109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eddie Capel | Management | For | For |
| 1b | Elect Director Charles E. Moran | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MARSH & MCLENNAN COMPANIES, INC. MEETING DATE: MAY 18, 2023 |
||||
| TICKER: MMC SECURITY ID: 571748102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony K. Anderson | Management | For | For |
| 1b | Elect Director John Q. Doyle | Management | For | For |
| 1c | Elect Director Hafize Gaye Erkan | Management | For | For |
| 1d | Elect Director Oscar Fanjul | Management | For | For |
| 1e | Elect Director H. Edward Hanway | Management | For | For |
| 1f | Elect Director Judith Hartmann | Management | For | For |
| 1g | Elect Director Deborah C. Hopkins | Management | For | For |
| 1h | Elect Director Tamara Ingram | Management | For | For |
| 1i | Elect Director Jane H. Lute | Management | For | For |
| 1j | Elect Director Steven A. Mills | Management | For | For |
| 1k | Elect Director Bruce P. Nolop | Management | For | For |
| 1l | Elect Director Morton O. Schapiro | Management | For | For |
| 1m | Elect Director Lloyd M. Yates | Management | For | For |
| 1n | Elect Director Ray G. Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MARVELL TECHNOLOGY, INC. MEETING DATE: JUN 16, 2023 |
||||
| TICKER: MRVL SECURITY ID: 573874104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sara Andrews | Management | For | For |
| 1b | Elect Director W. Tudor Brown | Management | For | For |
| 1c | Elect Director Brad W. Buss | Management | For | For |
| 1d | Elect Director Rebecca W. House | Management | For | For |
| 1e | Elect Director Marachel L. Knight | Management | For | For |
| 1f | Elect Director Matthew J. Murphy | Management | For | For |
| 1g | Elect Director Michael G. Strachan | Management | For | For |
| 1h | Elect Director Robert E. Switz | Management | For | For |
| 1i | Elect Director Ford Tamer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MASTERCARD INCORPORATED MEETING DATE: JUN 27, 2023 |
||||
| TICKER: MA SECURITY ID: 57636Q104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MERCADOLIBRE, INC. MEETING DATE: JUN 07, 2023 |
||||
| TICKER: MELI SECURITY ID: 58733R102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Susan Segal | Management | For | For |
| 1.2 | Elect Director Mario Eduardo Vazquez | Management | For | For |
| 1.3 | Elect Director Alejandro Nicolas Aguzin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Pistrelli, Henry Martin y Asociados S.R.L., as Auditors | Management | For | For |
| MICROSOFT CORPORATION MEETING DATE: DEC 13, 2022 |
||||
| TICKER: MSFT SECURITY ID: 594918104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MOBILEYE GLOBAL, INC. MEETING DATE: JUN 14, 2023 |
||||
| TICKER: MBLY SECURITY ID: 60741F104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amnon Shashua | Management | For | For |
| 1b | Elect Director Patrick P. Gelsinger | Management | For | For |
| 1c | Elect Director Eyal Desheh | Management | For | For |
| 1d | Elect Director Jon M. Huntsman, Jr. | Management | For | For |
| 1e | Elect Director Claire C. McCaskill | Management | For | For |
| 1f | Elect Director Christine Pambianchi | Management | For | For |
| 1g | Elect Director Frank D. Yeary | Management | For | For |
| 1h | Elect Director Saf Yeboah-Amankwah | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers International Limited as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| MONGODB, INC. MEETING DATE: JUN 27, 2023 |
||||
| TICKER: MDB SECURITY ID: 60937P106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Archana Agrawal | Management | For | For |
| 1.2 | Elect Director Hope Cochran | Management | For | For |
| 1.3 | Elect Director Dwight Merriman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MONOLITHIC POWER SYSTEMS, INC. MEETING DATE: JUN 15, 2023 |
||||
| TICKER: MPWR SECURITY ID: 609839105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Victor K. Lee | Management | For | Withhold |
| 1.2 | Elect Director James C. Moyer | Management | For | Withhold |
| 2 | Ratify Ernst & Young LLP as Auditor | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| MONSTER BEVERAGE CORPORATION MEETING DATE: JUN 22, 2023 |
||||
| TICKER: MNST SECURITY ID: 61174X109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Rodney C. Sacks | Management | For | For |
| 1.2 | Elect Director Hilton H. Schlosberg | Management | For | For |
| 1.3 | Elect Director Mark J. Hall | Management | For | For |
| 1.4 | Elect Director Ana Demel | Management | For | For |
| 1.5 | Elect Director James L. Dinkins | Management | For | For |
| 1.6 | Elect Director Gary P. Fayard | Management | For | For |
| 1.7 | Elect Director Tiffany M. Hall | Management | For | For |
| 1.8 | Elect Director Jeanne P. Jackson | Management | For | For |
| 1.9 | Elect Director Steven G. Pizula | Management | For | For |
| 1.10 | Elect Director Mark S. Vidergauz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | For |
| 6 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| MP MATERIALS CORP. MEETING DATE: JUN 13, 2023 |
||||
| TICKER: MP SECURITY ID: 553368101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Arnold W. Donald | Management | For | For |
| 1b | Elect Director Randall J. Weisenburger | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| MSCI INC. MEETING DATE: APR 25, 2023 |
||||
| TICKER: MSCI SECURITY ID: 55354G100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Henry A. Fernandez | Management | For | For |
| 1b | Elect Director Robert G. Ashe | Management | For | For |
| 1c | Elect Director Wayne Edmunds | Management | For | For |
| 1d | Elect Director Catherine R. Kinney | Management | For | For |
| 1e | Elect Director Robin L. Matlock | Management | For | For |
| 1f | Elect Director Jacques P. Perold | Management | For | For |
| 1g | Elect Director C.D. Baer Pettit | Management | For | For |
| 1h | Elect Director Sandy C. Rattray | Management | For | For |
| 1i | Elect Director Linda H. Riefler | Management | For | For |
| 1j | Elect Director Marcus L. Smith | Management | For | For |
| 1k | Elect Director Rajat Taneja | Management | For | For |
| 1l | Elect Director Paula Volent | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NANOSTRING TECHNOLOGIES, INC. MEETING DATE: JUN 23, 2023 |
||||
| TICKER: NSTG SECURITY ID: 63009R109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Bradley Gray | Management | For | For |
| 1.2 | Elect Director Teresa Foy | Management | For | For |
| 1.3 | Elect Director Kirk D. Malloy | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| NETFLIX, INC. MEETING DATE: JUN 01, 2023 |
||||
| TICKER: NFLX SECURITY ID: 64110L106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mathias Dopfner | Management | For | For |
| 1b | Elect Director Reed Hastings | Management | For | For |
| 1c | Elect Director Jay C. Hoag | Management | For | For |
| 1d | Elect Director Ted Sarandos | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| 7 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Shareholder | Against | Against |
| NEW FORTRESS ENERGY INC. MEETING DATE: MAY 22, 2023 |
||||
| TICKER: NFE SECURITY ID: 644393100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Mack | Management | For | For |
| 1.2 | Elect Director Katherine E. Wanner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| NUVATION BIO INC. MEETING DATE: MAY 15, 2023 |
||||
| TICKER: NUVB SECURITY ID: GEJ526000 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director Robert B. Bazemore, Jr. | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| NVIDIA CORPORATION MEETING DATE: JUN 22, 2023 |
||||
| TICKER: NVDA SECURITY ID: 67066G104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| NXP SEMICONDUCTORS N.V. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: NXPI SECURITY ID: N6596X109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Discharge of Board Members | Management | For | For |
| 3a | Reelect Kurt Sievers as Executive Director | Management | For | For |
| 3b | Reelect Annette Clayton as Non-Executive Director | Management | For | For |
| 3c | Reelect Anthony Foxx as Non-Executive Director | Management | For | For |
| 3d | Reelect Chunyuan Gu as Non-Executive Director | Management | For | For |
| 3e | Reelect Lena Olving as Non-Executive Director | Management | For | For |
| 3f | Reelect Julie Southern as Non-Executive Director | Management | For | For |
| 3g | Reelect Jasmin Staiblin as Non-Executive Director | Management | For | For |
| 3h | Reelect Gregory Summe as Non-Executive Director | Management | For | For |
| 3i | Reelect Karl-Henrik Sundstrom as Non-Executive Director | Management | For | For |
| 3j | Reelect Moshe Gavrielov as Non-Executive Director | Management | For | For |
| 4 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | For | For |
| 5 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 6 | Authorize Share Repurchase Program | Management | For | For |
| 7 | Approve Cancellation of Ordinary Shares | Management | For | For |
| 8 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ON HOLDING AG MEETING DATE: MAY 25, 2023 |
||||
| TICKER: ONON SECURITY ID: H5919C104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Income and Omission of Dividends | Management | For | For |
| 3 | Approve Discharge of Board and Senior Management | Management | For | For |
| 4 | Reelect Alex Perez as Representative of Class A Shares Holders | Management | For | For |
| 5.1 | Reelect David Allemann as Director | Management | For | For |
| 5.2 | Reelect Amy Banse as Director | Management | For | For |
| 5.3 | Reelect Olivier Bernhard as Director | Management | For | For |
| 5.4 | Reelect Caspar Coppetti as Director | Management | For | For |
| 5.5 | Reelect Kenneth Fox as Director | Management | For | For |
| 5.6 | Reelect Alex Perez as Director | Management | For | For |
| 5.7 | Reelect Dennis Durkin as Director | Management | For | For |
| 6.1 | Reelect David Allemann as Board Co-Chair | Management | For | For |
| 6.2 | Reelect Caspar Coppetti as Board Co-Chair | Management | For | For |
| 7.1 | Reappoint Kenneth Fox as Member of the Nomination and Compensation Committee | Management | For | For |
| 7.2 | Reappoint Alex Perez as Member of the Nomination and Compensation Committee | Management | For | For |
| 7.3 | Reappoint Amy Banse as Member of the Nomination and Compensation Committee | Management | For | For |
| 8 | Designate Keller AG as Independent Proxy | Management | For | For |
| 9 | Ratify PricewaterhouseCoopers AG as Auditors | Management | For | For |
| 10.1 | Approve Remuneration Report | Management | For | For |
| 10.2 | Approve Remuneration of Directors in the Amount of CHF 4 Million | Management | For | For |
| 10.3 | Approve Remuneration of Executive Committee in the Amount of CHF 23 Million | Management | For | For |
| 11.1 | Approve Creation of Capital Band within the Upper Limit of CHF 32.5 Million and the Lower Limit of CHF 27.5 Million for Class A Shares and Capital Band within the Upper Limit of CHF 3.6 Million and the Lower Limit of CHF 3.5 Million for Class B Shares | Management | For | For |
| 11.2 | Amend Articles Re: Shares and Share Register | Management | For | For |
| 11.3 | Amend Articles of Association (Incl. Approval of Hybrid Shareholder Meetings) | Management | For | For |
| 11.4 | Amend Articles of Association | Management | For | For |
| 12 | Transact Other Business (Voting) | Management | For | Against |
| ON SEMICONDUCTOR CORPORATION MEETING DATE: MAY 18, 2023 |
||||
| TICKER: ON SECURITY ID: 682189105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Atsushi Abe | Management | For | For |
| 1b | Elect Director Alan Campbell | Management | For | For |
| 1c | Elect Director Susan K. Carter | Management | For | For |
| 1d | Elect Director Thomas L. Deitrich | Management | For | For |
| 1e | Elect Director Hassane El-Khoury | Management | For | For |
| 1f | Elect Director Bruce E. Kiddoo | Management | For | For |
| 1g | Elect Director Paul A. Mascarenas | Management | For | For |
| 1h | Elect Director Gregory Waters | Management | For | For |
| 1i | Elect Director Christine Y. Yan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| OPTION CARE HEALTH, INC. MEETING DATE: MAY 17, 2023 |
||||
| TICKER: OPCH SECURITY ID: 68404L201 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John J. Arlotta | Management | For | Withhold |
| 1.2 | Elect Director Elizabeth Q. Betten | Management | For | Withhold |
| 1.3 | Elect Director Elizabeth D. Bierbower | Management | For | Withhold |
| 1.4 | Elect Director Natasha Deckmann | Management | For | Withhold |
| 1.5 | Elect Director David W. Golding | Management | For | Withhold |
| 1.6 | Elect Director Harry M. Jansen Kraemer, Jr. | Management | For | Withhold |
| 1.7 | Elect Director R. Carter Pate | Management | For | Withhold |
| 1.8 | Elect Director John C. Rademacher | Management | For | Withhold |
| 1.9 | Elect Director Nitin Sahney | Management | For | Withhold |
| 1.10 | Elect Director Timothy P. Sullivan | Management | For | Withhold |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ORACLE CORPORATION MEETING DATE: NOV 16, 2022 |
||||
| TICKER: ORCL SECURITY ID: 68389X105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Awo Ablo | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Berg | Management | For | For |
| 1.3 | Elect Director Michael J. Boskin | Management | For | For |
| 1.4 | Elect Director Safra A. Catz | Management | For | For |
| 1.5 | Elect Director Bruce R. Chizen | Management | For | For |
| 1.6 | Elect Director George H. Conrades | Management | For | For |
| 1.7 | Elect Director Lawrence J. Ellison | Management | For | For |
| 1.8 | Elect Director Rona A. Fairhead | Management | For | For |
| 1.9 | Elect Director Jeffrey O. Henley | Management | For | For |
| 1.10 | Elect Director Renee J. James | Management | For | For |
| 1.11 | Elect Director Charles W. Moorman | Management | For | For |
| 1.12 | Elect Director Leon E. Panetta | Management | For | For |
| 1.13 | Elect Director William G. Parrett | Management | For | For |
| 1.14 | Elect Director Naomi O. Seligman | Management | For | For |
| 1.15 | Elect Director Vishal Sikka | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| OVINTIV INC. MEETING DATE: MAY 03, 2023 |
||||
| TICKER: OVV SECURITY ID: 69047Q102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter A.Dea | Management | For | For |
| 1b | Elect Director Meg A. Gentle | Management | For | For |
| 1c | Elect Director Ralph Izzo | Management | For | For |
| 1d | Elect Director Howard J. Mayson | Management | For | For |
| 1e | Elect Director Brendan M. McCracken | Management | For | For |
| 1f | Elect Director Lee A. McIntire | Management | For | For |
| 1g | Elect Director Katherine L. Minyard | Management | For | For |
| 1h | Elect Director Steven W. Nance | Management | For | For |
| 1i | Elect Director Suzanne P. Nimocks | Management | For | For |
| 1j | Elect Director George L. Pita | Management | For | For |
| 1k | Elect Director Thomas G. Ricks | Management | For | For |
| 1l | Elect Director Brian G. Shaw | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PALO ALTO NETWORKS, INC. MEETING DATE: DEC 13, 2022 |
||||
| TICKER: PANW SECURITY ID: 697435105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Helene D. Gayle | Management | For | For |
| 1b | Elect Director James J. Goetz | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| PARKER-HANNIFIN CORPORATION MEETING DATE: OCT 26, 2022 |
||||
| TICKER: PH SECURITY ID: 701094104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee C. Banks | Management | For | For |
| 1b | Elect Director Jillian C. Evanko | Management | For | For |
| 1c | Elect Director Lance M. Fritz | Management | For | For |
| 1d | Elect Director Linda A. Harty | Management | For | For |
| 1e | Elect Director William F. Lacey | Management | For | For |
| 1f | Elect Director Kevin A. Lobo | Management | For | For |
| 1g | Elect Director Joseph Scaminace | Management | For | For |
| 1h | Elect Director Ake Svensson | Management | For | For |
| 1i | Elect Director Laura K. Thompson | Management | For | For |
| 1j | Elect Director James R. Verrier | Management | For | For |
| 1k | Elect Director James L. Wainscott | Management | For | For |
| 1l | Elect Director Thomas L. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PENUMBRA, INC. MEETING DATE: MAY 31, 2023 |
||||
| TICKER: PEN SECURITY ID: 70975L107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Arani Bose | Management | For | For |
| 1.2 | Elect Director Bridget O'Rourke | Management | For | For |
| 1.3 | Elect Director Surbhi Sarna | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PRELUDE THERAPEUTICS INCORPORATED MEETING DATE: JUN 16, 2023 |
||||
| TICKER: PRLD SECURITY ID: 74065P101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Krishna Vaddi | Management | For | For |
| 1.2 | Elect Director Mardi C. Dier | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| PROLOGIS, INC. MEETING DATE: SEP 28, 2022 |
||||
| TICKER: PLD SECURITY ID: 74340W103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Issue Shares in Connection with Merger | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| QUALCOMM INCORPORATED MEETING DATE: MAR 08, 2023 |
||||
| TICKER: QCOM SECURITY ID: 747525103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sylvia Acevedo | Management | For | For |
| 1b | Elect Director Cristiano R. Amon | Management | For | For |
| 1c | Elect Director Mark Fields | Management | For | For |
| 1d | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1e | Elect Director Gregory N. Johnson | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Mark D. McLaughlin | Management | For | For |
| 1h | Elect Director Jamie S. Miller | Management | For | For |
| 1i | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1j | Elect Director Kornelis (Neil) Smit | Management | For | For |
| 1k | Elect Director Jean-Pascal Tricoire | Management | For | For |
| 1l | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| REGENERON PHARMACEUTICALS, INC. MEETING DATE: JUN 09, 2023 |
||||
| TICKER: REGN SECURITY ID: 75886F107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph L. Goldstein | Management | For | For |
| 1b | Elect Director Christine A. Poon | Management | For | For |
| 1c | Elect Director Craig B. Thompson | Management | For | For |
| 1d | Elect Director Huda Y. Zoghbi | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| RELIANCE INDUSTRIES LTD. MEETING DATE: AUG 29, 2022 |
||||
| TICKER: 500325 SECURITY ID: Y72596102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Accept Standalone Financial Statements and Statutory Reports | Management | For | For |
| 1b | Accept Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Dividend | Management | For | For |
| 3 | Reelect Nita M. Ambani as Director | Management | For | Against |
| 4 | Reelect Hital R. Meswani as Director | Management | For | Against |
| 5 | Approve Deloitte Haskins & Sells LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Reappointment and Remuneration of Nikhil R. Meswani as a Whole-time Driector | Management | For | Against |
| 7 | Elect K. V. Chowdary as Director | Management | For | For |
| 8 | Approve Remuneration of Cost Auditors | Management | For | For |
| 9 | Amend Object Clause of the Memorandum of Association | Management | For | For |
| 10 | Approve Material Related Party Transactions of the Company | Management | For | For |
| 11 | Approve Material Related Party Transactions of Subsidiaries of the Company | Management | For | For |
| RELIANCE INDUSTRIES LTD. MEETING DATE: DEC 30, 2022 |
||||
| TICKER: 500325 SECURITY ID: Y72596102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect K. V. Kamath as Director | Management | For | For |
| 2 | Amend Objects Clause of Memorandum of Association | Management | For | For |
| RELIANCE INDUSTRIES LTD. MEETING DATE: MAY 02, 2023 |
||||
| TICKER: 500325 SECURITY ID: Y72596102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| REVANCE THERAPEUTICS, INC. MEETING DATE: MAY 03, 2023 |
||||
| TICKER: RVNC SECURITY ID: 761330109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jill Beraud | Management | For | For |
| 1.2 | Elect Director Carey O'Connor Kolaja | Management | For | For |
| 1.3 | Elect Director Vlad Coric | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RH MEETING DATE: APR 04, 2023 |
||||
| TICKER: RH SECURITY ID: 74967X103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Omnibus Stock Plan | Management | For | Against |
| RH MEETING DATE: JUN 29, 2023 |
||||
| TICKER: RH SECURITY ID: 74967X103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hilary Krane | Management | For | For |
| 1.2 | Elect Director Katie Mitic | Management | For | For |
| 1.3 | Elect Director Ali Rowghani | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Procurement of Down Feathers from the Company's Suppliers | Shareholder | Against | Against |
| ROCKET COMPANIES, INC. MEETING DATE: JUN 13, 2023 |
||||
| TICKER: RKT SECURITY ID: 77311W101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Matthew Rizik | Management | For | For |
| 1.2 | Elect Director Suzanne Shank | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| ROCKWELL AUTOMATION, INC. MEETING DATE: FEB 07, 2023 |
||||
| TICKER: ROK SECURITY ID: 773903109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| A1 | Elect Director William P. Gipson | Management | For | For |
| A2 | Elect Director Pam Murphy | Management | For | For |
| A3 | Elect Director Donald R. Parfet | Management | For | For |
| A4 | Elect Director Robert W. Soderbery | Management | For | For |
| B | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| C | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| D | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| RUBIUS THERAPEUTICS, INC. MEETING DATE: JUL 07, 2022 |
||||
| TICKER: RUBY SECURITY ID: 78116T103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| RUBIUS THERAPEUTICS, INC. MEETING DATE: APR 06, 2023 |
||||
| TICKER: RUBY SECURITY ID: 78116T103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Plan of Liquidation | Management | For | For |
| 2 | Adjourn Meeting | Management | For | For |
| SAMSONITE INTERNATIONAL S.A. MEETING DATE: DEC 21, 2022 |
||||
| TICKER: 1910 SECURITY ID: L80308106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Adopt 2022 Share Award Scheme and Related Transactions | Management | For | For |
| SAMSONITE INTERNATIONAL S.A. MEETING DATE: JUN 01, 2023 |
||||
| TICKER: 1910 SECURITY ID: L80308106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Allocation of Results | Management | For | For |
| 3.1 | Elect Kyle Francis Gendreau as Director | Management | For | For |
| 3.2 | Elect Tom Korbas as Director | Management | For | For |
| 3.3 | Elect Ying Yeh as Director | Management | For | For |
| 4 | Renew Mandate Granted to KPMG Luxembourg as Statutory Auditor and Authorize Board Fix Their Remuneration from the Financial Year Starting January 1, 2024 | Management | For | For |
| 5 | Approve KPMG LLP as External Auditor and Authorize Board Fix Their Remuneration | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | For |
| 7 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 8 | Approve Grant of Restricted Share Units to Kyle Francis Gendreau Pursuant to the Share Award Scheme | Management | For | For |
| 9 | Approve Discharge Granted to the Directors and Statutory Auditor | Management | For | For |
| 10 | Approve Remuneration of Directors | Management | For | For |
| 11 | Authorize Board to Fix the Remuneration of KPMG Luxembourg | Management | For | For |
| SAMSONITE INTERNATIONAL S.A. MEETING DATE: JUN 01, 2023 |
||||
| TICKER: 1910 SECURITY ID: L80308106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Modification of Article 11 (Audit) of the Articles of Incorporation | Management | For | For |
| 2 | Approve Modification of 13.2 of the Articles of Incorporation | Management | For | For |
| 3 | Approve Modification of 13.18 of the Articles of Incorporation | Management | For | For |
| 4 | Approve Adoption of the New Numbering of the Articles | Management | For | For |
| SEAGEN INC. MEETING DATE: MAY 30, 2023 |
||||
| TICKER: SGEN SECURITY ID: 81181C104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | Against |
| SEAGEN INC. MEETING DATE: MAY 31, 2023 |
||||
| TICKER: SGEN SECURITY ID: 81181C104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David W. Gryska | Management | For | Against |
| 1b | Elect Director John A. Orwin | Management | For | Against |
| 1c | Elect Director Alpna H. Seth | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SERES THERAPEUTICS, INC. MEETING DATE: JUN 22, 2023 |
||||
| TICKER: MCRB SECURITY ID: 81750R102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Stephen A. Berenson | Management | For | For |
| 1.2 | Elect Director Richard N. Kender | Management | For | For |
| 1.3 | Elect Director Claire M. Fraser | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Increase Authorized Common Stock | Management | For | For |
| 5 | Adjourn Meeting | Management | For | For |
| SHOPIFY INC. MEETING DATE: JUN 27, 2023 |
||||
| TICKER: SHOP SECURITY ID: 82509L107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Tobias Lutke | Management | For | For |
| 1B | Elect Director Robert Ashe | Management | For | Against |
| 1C | Elect Director Gail Goodman | Management | For | Against |
| 1D | Elect Director Colleen Johnston | Management | For | For |
| 1E | Elect Director Jeremy Levine | Management | For | For |
| 1F | Elect Director Toby Shannan | Management | For | For |
| 1G | Elect Director Fidji Simo | Management | For | Against |
| 1H | Elect Director Bret Taylor | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | Against |
| SILICON LABORATORIES INC. MEETING DATE: APR 20, 2023 |
||||
| TICKER: SLAB SECURITY ID: 826919102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Navdeep S. Sooch | Management | For | For |
| 1.2 | Elect Director Robert J. Conrad | Management | For | For |
| 1.3 | Elect Director Nina Richardson | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SIMULATIONS PLUS, INC. MEETING DATE: FEB 09, 2023 |
||||
| TICKER: SLP SECURITY ID: 829214105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Walter S. Woltosz | Management | For | For |
| 1.2 | Elect Director John K. Paglia | Management | For | For |
| 1.3 | Elect Director Daniel Weiner | Management | For | For |
| 1.4 | Elect Director Lisa LaVange | Management | For | For |
| 1.5 | Elect Director Sharlene Evans | Management | For | For |
| 2 | Ratify Rose, Snyder, & Jacobs, LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| SITIME CORPORATION MEETING DATE: JUN 01, 2023 |
||||
| TICKER: SITM SECURITY ID: 82982T106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Torsten G. Kreindl | Management | For | For |
| 1.2 | Elect Director Akira Takata | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify BDO USA, LLP as Auditors | Management | For | For |
| SNOWFLAKE INC. MEETING DATE: JUL 07, 2022 |
||||
| TICKER: SNOW SECURITY ID: 833445109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Kramer | Management | For | For |
| 1b | Elect Director Frank Slootman | Management | For | For |
| 1c | Elect Director Michael L. Speiser | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SPIRIT AEROSYSTEMS HOLDINGS, INC. MEETING DATE: APR 26, 2023 |
||||
| TICKER: SPR SECURITY ID: 848574109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen A. Cambone | Management | For | For |
| 1b | Elect Director Irene M. Esteves | Management | For | For |
| 1c | Elect Director William A. Fitzgerald | Management | For | For |
| 1d | Elect Director Paul E. Fulchino | Management | For | For |
| 1e | Elect Director Thomas C. Gentile, III | Management | For | For |
| 1f | Elect Director Robert D. Johnson | Management | For | For |
| 1g | Elect Director Ronald T. Kadish | Management | For | For |
| 1h | Elect Director John L. Plueger | Management | For | For |
| 1i | Elect Director James R. Ray, Jr. | Management | For | For |
| 1j | Elect Director Patrick M. Shanahan | Management | For | For |
| 1k | Elect Director Laura H. Wright | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| STRYKER CORPORATION MEETING DATE: MAY 10, 2023 |
||||
| TICKER: SYK SECURITY ID: 863667101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary K. Brainerd | Management | For | For |
| 1b | Elect Director Giovanni Caforio | Management | For | For |
| 1c | Elect Director Srikant M. Datar | Management | For | For |
| 1d | Elect Director Allan C. Golston | Management | For | For |
| 1e | Elect Director Kevin A. Lobo | Management | For | For |
| 1f | Elect Director Sherilyn S. McCoy | Management | For | For |
| 1g | Elect Director Andrew K. Silvernail | Management | For | For |
| 1h | Elect Director Lisa M. Skeete Tatum | Management | For | For |
| 1i | Elect Director Ronda E. Stryker | Management | For | For |
| 1j | Elect Director Rajeev Suri | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Political Contributions and Expenditures | Shareholder | Against | For |
| SYNLOGIC, INC. MEETING DATE: JUN 15, 2023 |
||||
| TICKER: SYBX SECURITY ID: 87166L100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peter Barrett | Management | For | For |
| 1.2 | Elect Director Michael Heffernan | Management | For | For |
| 1.3 | Elect Director Lisa Kelly-Croswell | Management | For | For |
| 1.4 | Elect Director Edward Mathers | Management | For | Withhold |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: 2330 SECURITY ID: 874039100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Issuance of Restricted Stocks | Management | For | For |
| 3 | Amend Procedures for Endorsement and Guarantees | Management | For | For |
| 4 | Amend the Name of Audit Committee in the Policies (I)Procedures for Acquisition or Disposal of Assets (II)Procedures for Financial Derivatives Transactions (III)Procedures for Lending Funds to Other Parties (IV)Procedures for Endorsement and Guarantee | Management | For | For |
| TECHNIPFMC PLC MEETING DATE: APR 28, 2023 |
||||
| TICKER: FTI SECURITY ID: G87110105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Douglas J. Pferdehirt | Management | For | For |
| 1b | Elect Director Claire S. Farley | Management | For | For |
| 1c | Elect Director Eleazar de Carvalho Filho | Management | For | For |
| 1d | Elect Director Robert G. Gwin | Management | For | For |
| 1e | Elect Director John O'Leary | Management | For | For |
| 1f | Elect Director Margareth Ovrum | Management | For | For |
| 1g | Elect Director Kay G. Priestly | Management | For | For |
| 1h | Elect Director John Yearwood | Management | For | For |
| 1i | Elect Director Sophie Zurquiyah | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Approve Directors' Remuneration Report | Management | For | For |
| 4 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 5 | Ratify PwC as Auditors | Management | For | For |
| 6 | Reappoint PwC as U.K. Statutory Auditor | Management | For | For |
| 7 | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 8 | Authorise Issue of Equity | Management | For | For |
| 9 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| THE BOEING COMPANY MEETING DATE: APR 18, 2023 |
||||
| TICKER: BA SECURITY ID: 097023105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert A. Bradway | Management | For | For |
| 1b | Elect Director David L. Calhoun | Management | For | For |
| 1c | Elect Director Lynne M. Doughtie | Management | For | For |
| 1d | Elect Director David L. Gitlin | Management | For | For |
| 1e | Elect Director Lynn J. Good | Management | For | For |
| 1f | Elect Director Stayce D. Harris | Management | For | For |
| 1g | Elect Director Akhil Johri | Management | For | For |
| 1h | Elect Director David L. Joyce | Management | For | For |
| 1i | Elect Director Lawrence W. Kellner | Management | For | For |
| 1j | Elect Director Steven M. Mollenkopf | Management | For | For |
| 1k | Elect Director John M. Richardson | Management | For | For |
| 1l | Elect Director Sabrina Soussan | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE BOSTON BEER COMPANY, INC. MEETING DATE: MAY 17, 2023 |
||||
| TICKER: SAM SECURITY ID: 100557107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Meghan V. Joyce | Management | For | For |
| 1.2 | Elect Director Michael Spillane | Management | For | For |
| 1.3 | Elect Director Jean-Michel Valette | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE COCA-COLA COMPANY MEETING DATE: APR 25, 2023 |
||||
| TICKER: KO SECURITY ID: 191216100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE SHERWIN-WILLIAMS COMPANY MEETING DATE: APR 19, 2023 |
||||
| TICKER: SHW SECURITY ID: 824348106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kerrii B. Anderson | Management | For | For |
| 1b | Elect Director Arthur F. Anton | Management | For | For |
| 1c | Elect Director Jeff M. Fettig | Management | For | For |
| 1d | Elect Director John G. Morikis | Management | For | For |
| 1e | Elect Director Christine A. Poon | Management | For | For |
| 1f | Elect Director Aaron M. Powell | Management | For | For |
| 1g | Elect Director Marta R. Stewart | Management | For | For |
| 1h | Elect Director Michael H. Thaman | Management | For | For |
| 1i | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| THE TJX COMPANIES, INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: TJX SECURITY ID: 872540109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Alan M. Bennett | Management | For | For |
| 1c | Elect Director Rosemary T. Berkery | Management | For | For |
| 1d | Elect Director David T. Ching | Management | For | For |
| 1e | Elect Director C. Kim Goodwin | Management | For | For |
| 1f | Elect Director Ernie Herrman | Management | For | For |
| 1g | Elect Director Amy B. Lane | Management | For | For |
| 1h | Elect Director Carol Meyrowitz | Management | For | For |
| 1i | Elect Director Jackwyn L. Nemerov | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Third-Party Assessment of Human Rights Due Diligence in Supply Chain | Shareholder | Against | For |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| THERMO FISHER SCIENTIFIC INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: TMO SECURITY ID: 883556102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc N. Casper | Management | For | For |
| 1b | Elect Director Nelson J. Chai | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director C. Martin Harris | Management | For | For |
| 1e | Elect Director Tyler Jacks | Management | For | For |
| 1f | Elect Director R. Alexandra Keith | Management | For | For |
| 1g | Elect Director James C. Mullen | Management | For | For |
| 1h | Elect Director Lars R. Sorensen | Management | For | For |
| 1i | Elect Director Debora L. Spar | Management | For | For |
| 1j | Elect Director Scott M. Sperling | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| UBER TECHNOLOGIES, INC. MEETING DATE: MAY 08, 2023 |
||||
| TICKER: UBER SECURITY ID: 90353T100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ronald Sugar | Management | For | For |
| 1b | Elect Director Revathi Advaithi | Management | For | For |
| 1c | Elect Director Ursula Burns | Management | For | For |
| 1d | Elect Director Robert Eckert | Management | For | For |
| 1e | Elect Director Amanda Ginsberg | Management | For | For |
| 1f | Elect Director Dara Khosrowshahi | Management | For | For |
| 1g | Elect Director Wan Ling Martello | Management | For | For |
| 1h | Elect Director John Thain | Management | For | For |
| 1i | Elect Director David I. Trujillo | Management | For | For |
| 1j | Elect Director Alexander Wynaendts | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Commission a Third-Party Audit on Driver Health and Safety | Shareholder | Against | Against |
| UNITEDHEALTH GROUP INCORPORATED MEETING DATE: JUN 05, 2023 |
||||
| TICKER: UNH SECURITY ID: 91324P102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| UNIVERSAL DISPLAY CORPORATION MEETING DATE: JUN 15, 2023 |
||||
| TICKER: OLED SECURITY ID: 91347P105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven V. Abramson | Management | For | For |
| 1b | Elect Director Cynthia J. Comparin | Management | For | For |
| 1c | Elect Director Richard C. Elias | Management | For | For |
| 1d | Elect Director Elizabeth H. Gemmill | Management | For | For |
| 1e | Elect Director C. Keith Hartley | Management | For | For |
| 1f | Elect Director Celia M. Joseph | Management | For | For |
| 1g | Elect Director Lawrence Lacerte | Management | For | For |
| 1h | Elect Director Sidney D. Rosenblatt | Management | For | For |
| 2 | Approve Omnibus Stock Plan | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| UNIVERSAL MUSIC GROUP NV MEETING DATE: MAY 11, 2023 |
||||
| TICKER: UMG SECURITY ID: N90313102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Annual Report | Management | None | None |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4 | Adopt Financial Statements | Management | For | For |
| 5.a | Receive Explanation on Company's Dividend Policy | Management | None | None |
| 5.b | Approve Dividends | Management | For | For |
| 6.a | Approve Discharge of Executive Directors | Management | For | For |
| 6.b | Approve Discharge of Non-Executive Directors | Management | For | For |
| 7.a | Reelect Lucian Grainge as Executive Director | Management | For | Against |
| 7.b | Approve Supplement to the Company's Remuneration Policy in Respect of Lucian Grainge | Management | For | Against |
| 8.a | Reelect Sherry Lansing as Non-Executive Director | Management | For | Against |
| 8.b | Reelect Anna Jones as Non-Executive Director | Management | For | Against |
| 8.c | Reelect Luc van Os as Non-Executive Director | Management | For | Against |
| 8.d | Elect Haim Saban as Non-Executive Director | Management | For | For |
| 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 10 | Ratify Auditors | Management | For | For |
| 11 | Other Business (Non-Voting) | Management | None | None |
| 12 | Close Meeting | Management | None | None |
| VERTEX PHARMACEUTICALS INCORPORATED MEETING DATE: MAY 17, 2023 |
||||
| TICKER: VRTX SECURITY ID: 92532F100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sangeeta Bhatia | Management | For | For |
| 1.2 | Elect Director Lloyd Carney | Management | For | For |
| 1.3 | Elect Director Alan Garber | Management | For | For |
| 1.4 | Elect Director Terrence Kearney | Management | For | For |
| 1.5 | Elect Director Reshma Kewalramani | Management | For | For |
| 1.6 | Elect Director Jeffrey Leiden | Management | For | For |
| 1.7 | Elect Director Diana McKenzie | Management | For | For |
| 1.8 | Elect Director Bruce Sachs | Management | For | For |
| 1.9 | Elect Director Suketu Upadhyay | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| VOLUE ASA MEETING DATE: APR 26, 2023 |
||||
| TICKER: VOLUE SECURITY ID: R9795P105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting; Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 2 | Approve Notice of Meeting and Agenda | Management | For | Did Not Vote |
| 3 | Accept Financial Statements and Statutory Reports; Approve Allocation of Income and Omission of Dividends | Management | For | Did Not Vote |
| 4.1 | Reelect Orjan Svanevik as Director | Management | For | Did Not Vote |
| 4.2 | Reelect Anja Schneider as Director | Management | For | Did Not Vote |
| 4.3 | Reelect Lars Peder Fensli as Directors | Management | For | Did Not Vote |
| 4.4 | Reelect Annette Maier as Directors | Management | For | Did Not Vote |
| 5 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 6 | Approve Remuneration of Directors | Management | For | Did Not Vote |
| 7 | Approve Remuneration Statement | Management | For | Did Not Vote |
| 8 | Authorize Share Repurchase Program | Management | For | Did Not Vote |
| 9 | Approve Creation of NOK 5.75 Million Pool of Capital without Preemptive Rights | Management | For | Did Not Vote |
| 10 | Amend Articles Re: Participation Notice for General Meetings | Management | For | Did Not Vote |
| VOR BIOPHARMA, INC. MEETING DATE: MAY 26, 2023 |
||||
| TICKER: VOR SECURITY ID: 929033108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David C. Lubner | Management | For | For |
| 1.2 | Elect Director Joshua Resnick | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WARNER MUSIC GROUP CORP. MEETING DATE: FEB 28, 2023 |
||||
| TICKER: WMG SECURITY ID: 934550203 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert Kyncl | Management | For | For |
| 1b | Elect Director Lincoln Benet | Management | For | Against |
| 1c | Elect Director Alex Blavatnik | Management | For | Against |
| 1d | Elect Director Len Blavatnik | Management | For | For |
| 1e | Elect Director Mathias Dopfner | Management | For | Against |
| 1f | Elect Director Nancy Dubuc | Management | For | For |
| 1g | Elect Director Noreena Hertz | Management | For | For |
| 1h | Elect Director Ynon Kreiz | Management | For | For |
| 1i | Elect Director Ceci Kurzman | Management | For | Against |
| 1j | Elect Director Michael Lynton | Management | For | For |
| 1k | Elect Director Donald A. Wagner | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION MEETING DATE: MAY 17, 2023 |
||||
| TICKER: WAB SECURITY ID: 929740108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rafael Santana | Management | For | For |
| 1b | Elect Director Lee C. Banks | Management | For | For |
| 1c | Elect Director Byron S. Foster | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WEWORK INC. MEETING DATE: APR 24, 2023 |
||||
| TICKER: WE SECURITY ID: 96209A104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Increase Authorized Common Stock | Management | For | For |
| 2 | Approve Issuance of Shares for a Private Placement | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| WEWORK INC. MEETING DATE: JUN 12, 2023 |
||||
| TICKER: WE SECURITY ID: 96209A104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sandeep Mathrani - Withdrawn | Management | None | None |
| 1b | Elect Director Alex Clavel | Management | For | For |
| 1c | Elect Director Bruce Dunlevie - Withdrawn | Management | None | None |
| 1d | Elect Director Daniel Hurwitz | Management | For | Against |
| 1e | Elect Director Veronique Laury | Management | For | Against |
| 1f | Elect Director Vikas Parekh | Management | For | For |
| 1g | Elect Director Deven Parekh | Management | For | Against |
| 1h | Elect Director Vivek Ranadive | Management | For | Against |
| 1i | Elect Director David Tolley | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Approve Reverse Stock Split | Management | For | For |
| XOMA CORPORATION MEETING DATE: MAY 17, 2023 |
||||
| TICKER: XOMA SECURITY ID: 98419J206 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Heather L. Franklin | Management | For | For |
| 1.2 | Elect Director Natasha Hernday | Management | For | For |
| 1.3 | Elect Director Owen Hughes | Management | For | For |
| 1.4 | Elect Director Barbara Kosacz | Management | For | For |
| 1.5 | Elect Director Joseph M. Limber | Management | For | For |
| 1.6 | Elect Director Matthew D. Perry | Management | For | For |
| 1.7 | Elect Director Jack L. Wyszomierski | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| XPENG, INC. MEETING DATE: JUN 20, 2023 |
||||
| TICKER: 9868 SECURITY ID: 98422D105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Elect Xiaopeng He as Director | Management | For | For |
| 3 | Elect Donghao Yang as Director | Management | For | For |
| 4 | Authorize Board to Fix Remuneration of Directors | Management | For | Against |
| 5 | Approve PricewaterhouseCoopers and PricewaterhouseCoopers Zhong Tian LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 6 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | For | Against |
| 7 | Authorize Repurchase of Issued Share Capital | Management | For | For |
| 8 | Authorize Reissuance of Repurchased Shares | Management | For | Against |
| 9 | Approve Amendments to the Memorandum and Articles of Association and Adopt Ninth Amended and Restated Memorandum and Articles of Association | Management | For | For |
VOTE SUMMARY REPORT
FIDELITY MEGA CAP STOCK FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| ABBOTT LABORATORIES MEETING DATE: APR 28, 2023 |
||||
| TICKER: ABT SECURITY ID: 002824100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Claire Babineaux-Fontenot | Management | For | For |
| 1.3 | Elect Director Sally E. Blount | Management | For | For |
| 1.4 | Elect Director Robert B. Ford | Management | For | For |
| 1.5 | Elect Director Paola Gonzalez | Management | For | For |
| 1.6 | Elect Director Michelle A. Kumbier | Management | For | For |
| 1.7 | Elect Director Darren W. McDew | Management | For | For |
| 1.8 | Elect Director Nancy McKinstry | Management | For | For |
| 1.9 | Elect Director Michael G. O'Grady | Management | For | For |
| 1.10 | Elect Director Michael F. Roman | Management | For | For |
| 1.11 | Elect Director Daniel J. Starks | Management | For | For |
| 1.12 | Elect Director John G. Stratton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| ADOBE INC. MEETING DATE: APR 20, 2023 |
||||
| TICKER: ADBE SECURITY ID: 00724F101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| AIRBUS SE MEETING DATE: APR 19, 2023 |
||||
| TICKER: AIR SECURITY ID: N0280G100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.1 | Discussion on Company's Corporate Governance Structure | Management | None | None |
| 2.2 | Receive Report on Business and Financial Statements | Management | None | None |
| 2.3 | Receive Explanation on Company's Dividend Policy | Management | None | None |
| 3.1 | Receive Board Report | Management | None | None |
| 3.2 | Discussion on Leading the Journey Towards Clean Aerospace | Management | None | None |
| 3.3 | Discuss Potential Long-Term Strategic and Technological Partnership with Evidian and Acquisition of a Minority Stake in Evidian | Management | None | None |
| 4.1 | Adopt Financial Statements | Management | For | For |
| 4.2 | Approve Allocation of Income | Management | For | For |
| 4.3 | Approve Discharge of Non-Executive Directors | Management | For | For |
| 4.4 | Approve Discharge of Executive Directors | Management | For | For |
| 4.5 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 4.6 | Approve Implementation of Remuneration Policy | Management | For | For |
| 4.7 | Reelect Ralph D. Crosby, Jr. as Non-Executive Director | Management | For | For |
| 4.8 | Reelect Mark Dunkerley as Non-Executive Director | Management | For | For |
| 4.9 | Reelect Stephan Gemkow as Non-Executive Director | Management | For | For |
| 4.10 | Elect Antony Wood as Non-Executive Director | Management | For | For |
| 4.11 | Grant Board Authority to Issue Shares and Exclude Preemptive Rights for the Purpose of Employee Share Ownership Plans and Share-Related Long-Term Incentive Plans | Management | For | For |
| 4.12 | Grant Board Authority to Issue Shares and Exclude Preemptive Rights for the Purpose of Company Funding | Management | For | For |
| 4.13 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 4.14 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 5 | Close Meeting | Management | None | None |
| ALPHABET INC. MEETING DATE: JUN 02, 2023 |
||||
| TICKER: GOOGL SECURITY ID: 02079K305 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | Against |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | Against |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| ALTRIA GROUP, INC. MEETING DATE: MAY 18, 2023 |
||||
| TICKER: MO SECURITY ID: 02209S103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian L.T. Clarke | Management | For | For |
| 1b | Elect Director Marjorie M. Connelly | Management | For | For |
| 1c | Elect Director R. Matt Davis | Management | For | For |
| 1d | Elect Director William F. Gifford, Jr. | Management | For | For |
| 1e | Elect Director Jacinto J. Hernandez | Management | For | For |
| 1f | Elect Director Debra J. Kelly-Ennis | Management | For | For |
| 1g | Elect Director Kathryn B. McQuade | Management | For | For |
| 1h | Elect Director George Munoz | Management | For | For |
| 1i | Elect Director Nabil Y. Sakkab | Management | For | For |
| 1j | Elect Director Virginia E. Shanks | Management | For | For |
| 1k | Elect Director Ellen R. Strahlman | Management | For | For |
| 1l | Elect Director M. Max Yzaguirre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| AMAZON.COM, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: AMZN SECURITY ID: 023135106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | For |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| AMERICAN EXPRESS COMPANY MEETING DATE: MAY 02, 2023 |
||||
| TICKER: AXP SECURITY ID: 025816109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas J. Baltimore | Management | For | For |
| 1b | Elect Director John J. Brennan | Management | For | For |
| 1c | Elect Director Peter Chernin | Management | For | For |
| 1d | Elect Director Walter J. Clayton, III | Management | For | For |
| 1e | Elect Director Ralph de la Vega | Management | For | For |
| 1f | Elect Director Theodore J. Leonsis | Management | For | For |
| 1g | Elect Director Deborah P. Majoras | Management | For | For |
| 1h | Elect Director Karen L. Parkhill | Management | For | For |
| 1i | Elect Director Charles E. Phillips | Management | For | For |
| 1j | Elect Director Lynn A. Pike | Management | For | For |
| 1k | Elect Director Stephen J. Squeri | Management | For | For |
| 1l | Elect Director Daniel L. Vasella | Management | For | For |
| 1m | Elect Director Lisa W. Wardell | Management | For | For |
| 1n | Elect Director Christopher D. Young | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | For |
| AMERICAN TOWER CORPORATION MEETING DATE: MAY 24, 2023 |
||||
| TICKER: AMT SECURITY ID: 03027X100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D. A. Reeve | Management | For | For |
| 1k | Elect Director Bruce L. Tanner | Management | For | For |
| 1l | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| APPLE INC. MEETING DATE: MAR 10, 2023 |
||||
| TICKER: AAPL SECURITY ID: 037833100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APPLIED MATERIALS, INC. MEETING DATE: MAR 09, 2023 |
||||
| TICKER: AMAT SECURITY ID: 038222105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rani Borkar | Management | For | For |
| 1b | Elect Director Judy Bruner | Management | For | For |
| 1c | Elect Director Xun (Eric) Chen | Management | For | For |
| 1d | Elect Director Aart J. de Geus | Management | For | For |
| 1e | Elect Director Gary E. Dickerson | Management | For | For |
| 1f | Elect Director Thomas J. Iannotti | Management | For | For |
| 1g | Elect Director Alexander A. Karsner | Management | For | For |
| 1h | Elect Director Kevin P. March | Management | For | For |
| 1i | Elect Director Yvonne McGill | Management | For | For |
| 1j | Elect Director Scott A. McGregor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Improve Executive Compensation Program and Policy | Shareholder | Against | Against |
| ASML HOLDING NV MEETING DATE: APR 26, 2023 |
||||
| TICKER: ASML SECURITY ID: N07059210 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Discuss the Company's Business, Financial Situation and Sustainability | Management | None | None |
| 3a | Approve Remuneration Report | Management | For | For |
| 3b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3c | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 3d | Approve Dividends | Management | For | For |
| 4a | Approve Discharge of Management Board | Management | For | For |
| 4b | Approve Discharge of Supervisory Board | Management | For | For |
| 5 | Approve Number of Shares for Management Board | Management | For | For |
| 6a | Amend Remuneration Policy for the Supervisory Board | Management | For | For |
| 6b | Amend Remuneration of the Members of the Supervisory Board | Management | For | For |
| 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Management | None | None |
| 8a | Elect N.S. Andersen to Supervisory Board | Management | For | For |
| 8b | Elect J.P. de Kreij to Supervisory Board | Management | For | For |
| 8c | Discuss Composition of the Supervisory Board | Management | None | None |
| 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | Management | For | For |
| 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 12 | Authorize Cancellation of Repurchased Shares | Management | For | For |
| 13 | Other Business (Non-Voting) | Management | None | None |
| 14 | Close Meeting | Management | None | None |
| BANK OF AMERICA CORPORATION MEETING DATE: APR 25, 2023 |
||||
| TICKER: BAC SECURITY ID: 060505104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BERKSHIRE HATHAWAY INC. MEETING DATE: MAY 06, 2023 |
||||
| TICKER: BRK.B SECURITY ID: 084670702 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Warren E. Buffett | Management | For | For |
| 1.2 | Elect Director Charles T. Munger | Management | For | For |
| 1.3 | Elect Director Gregory E. Abel | Management | For | For |
| 1.4 | Elect Director Howard G. Buffett | Management | For | For |
| 1.5 | Elect Director Susan A. Buffett | Management | For | For |
| 1.6 | Elect Director Stephen B. Burke | Management | For | For |
| 1.7 | Elect Director Kenneth I. Chenault | Management | For | For |
| 1.8 | Elect Director Christopher C. Davis | Management | For | For |
| 1.9 | Elect Director Susan L. Decker | Management | For | For |
| 1.10 | Elect Director Charlotte Guyman | Management | For | For |
| 1.11 | Elect Director Ajit Jain | Management | For | For |
| 1.12 | Elect Director Thomas S. Murphy, Jr. | Management | For | For |
| 1.13 | Elect Director Ronald L. Olson | Management | For | For |
| 1.14 | Elect Director Wallace R. Weitz | Management | For | For |
| 1.15 | Elect Director Meryl B. Witmer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Report on Physical and Transitional Climate-Related Risks and Opportunities | Shareholder | Against | For |
| 5 | Report on Audit Committee's Oversight on Climate Risks and Disclosures | Shareholder | Against | Against |
| 6 | Report If and How Company Will Measure, Disclose and Reduce GHG Emissions | Shareholder | Against | For |
| 7 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Against | Against |
| BOOKING HOLDINGS INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: BKNG SECURITY ID: 09857L108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn D. Fogel | Management | For | For |
| 1.2 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.3 | Elect Director Wei Hopeman | Management | For | For |
| 1.4 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.5 | Elect Director Charles H. Noski | Management | For | For |
| 1.6 | Elect Director Larry Quinlan | Management | For | For |
| 1.7 | Elect Director Nicholas J. Read | Management | For | For |
| 1.8 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.9 | Elect Director Sumit Singh | Management | For | For |
| 1.10 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.11 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BOSTON SCIENTIFIC CORPORATION MEETING DATE: MAY 04, 2023 |
||||
| TICKER: BSX SECURITY ID: 101137107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nelda J. Connors | Management | For | For |
| 1b | Elect Director Charles J. Dockendorff | Management | For | For |
| 1c | Elect Director Yoshiaki Fujimori | Management | For | For |
| 1d | Elect Director Edward J. Ludwig | Management | For | For |
| 1e | Elect Director Michael F. Mahoney | Management | For | For |
| 1f | Elect Director David J. Roux | Management | For | For |
| 1g | Elect Director John E. Sununu | Management | For | For |
| 1h | Elect Director David S. Wichmann | Management | For | For |
| 1i | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY MEETING DATE: MAY 02, 2023 |
||||
| TICKER: BMY SECURITY ID: 110122108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| CANADIAN NATURAL RESOURCES LIMITED MEETING DATE: MAY 04, 2023 |
||||
| TICKER: CNQ SECURITY ID: 136385101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Best | Management | For | For |
| 1.2 | Elect Director M. Elizabeth Cannon | Management | For | For |
| 1.3 | Elect Director N. Murray Edwards | Management | For | For |
| 1.4 | Elect Director Christopher L. Fong | Management | For | For |
| 1.5 | Elect Director Gordon D. Giffin | Management | For | For |
| 1.6 | Elect Director Wilfred A. Gobert | Management | For | For |
| 1.7 | Elect Director Steve W. Laut | Management | For | For |
| 1.8 | Elect Director Tim S. McKay | Management | For | For |
| 1.9 | Elect Director Frank J. McKenna | Management | For | For |
| 1.10 | Elect Director David A. Tuer | Management | For | For |
| 1.11 | Elect Director Annette M. Verschuren | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| CATERPILLAR INC. MEETING DATE: JUN 14, 2023 |
||||
| TICKER: CAT SECURITY ID: 149123101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kelly A. Ayotte | Management | For | For |
| 1.2 | Elect Director David L. Calhoun | Management | For | For |
| 1.3 | Elect Director Daniel M. Dickinson | Management | For | For |
| 1.4 | Elect Director James C. Fish, Jr. | Management | For | For |
| 1.5 | Elect Director Gerald Johnson | Management | For | For |
| 1.6 | Elect Director David W. MacLennan | Management | For | For |
| 1.7 | Elect Director Judith F. Marks | Management | For | For |
| 1.8 | Elect Director Debra L. Reed-Klages | Management | For | For |
| 1.9 | Elect Director Susan C. Schwab | Management | For | For |
| 1.10 | Elect Director D. James Umpleby, III | Management | For | For |
| 1.11 | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Lobbying | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Due Diligence Process of Doing Business in Conflict Affected Areas | Shareholder | Against | Against |
| 9 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| CHARTER COMMUNICATIONS, INC. MEETING DATE: APR 25, 2023 |
||||
| TICKER: CHTR SECURITY ID: 16119P108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Lance Conn | Management | For | For |
| 1b | Elect Director Kim C. Goodman | Management | For | For |
| 1c | Elect Director Craig A. Jacobson | Management | For | Against |
| 1d | Elect Director Gregory B. Maffei | Management | For | For |
| 1e | Elect Director John D. Markley, Jr. | Management | For | Against |
| 1f | Elect Director David C. Merritt | Management | For | For |
| 1g | Elect Director James E. Meyer | Management | For | Against |
| 1h | Elect Director Steven A. Miron | Management | For | For |
| 1i | Elect Director Balan Nair | Management | For | For |
| 1j | Elect Director Michael A. Newhouse | Management | For | Against |
| 1k | Elect Director Mauricio Ramos | Management | For | For |
| 1l | Elect Director Thomas M. Rutledge | Management | For | For |
| 1m | Elect Director Eric L. Zinterhofer | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| COMCAST CORPORATION MEETING DATE: JUN 07, 2023 |
||||
| TICKER: CMCSA SECURITY ID: 20030N101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | For |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | For |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| COSTCO WHOLESALE CORPORATION MEETING DATE: JAN 19, 2023 |
||||
| TICKER: COST SECURITY ID: 22160K105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Richard A. Galanti | Management | For | For |
| 1d | Elect Director Hamilton E. James | Management | For | For |
| 1e | Elect Director W. Craig Jelinek | Management | For | For |
| 1f | Elect Director Sally Jewell | Management | For | For |
| 1g | Elect Director Charles T. Munger | Management | For | For |
| 1h | Elect Director Jeffrey S. Raikes | Management | For | For |
| 1i | Elect Director John W. Stanton | Management | For | For |
| 1j | Elect Director Ron M. Vachris | Management | For | For |
| 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| CROWN CASTLE INC. MEETING DATE: MAY 17, 2023 |
||||
| TICKER: CCI SECURITY ID: 22822V101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director P. Robert Bartolo | Management | For | For |
| 1b | Elect Director Jay A. Brown | Management | For | For |
| 1c | Elect Director Cindy Christy | Management | For | For |
| 1d | Elect Director Ari Q. Fitzgerald | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Tammy K. Jones | Management | For | For |
| 1g | Elect Director Anthony J. Melone | Management | For | For |
| 1h | Elect Director W. Benjamin Moreland | Management | For | For |
| 1i | Elect Director Kevin A. Stephens | Management | For | For |
| 1j | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Charter to Allow Exculpation of Certain Officers | Management | For | For |
| DANAHER CORPORATION MEETING DATE: MAY 09, 2023 |
||||
| TICKER: DHR SECURITY ID: 235851102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | For |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DEERE & COMPANY MEETING DATE: FEB 22, 2023 |
||||
| TICKER: DE SECURITY ID: 244199105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Leanne G. Caret | Management | For | For |
| 1b | Elect Director Tamra A. Erwin | Management | For | For |
| 1c | Elect Director Alan C. Heuberger | Management | For | For |
| 1d | Elect Director Charles O. Holliday, Jr. | Management | For | For |
| 1e | Elect Director Michael O. Johanns | Management | For | For |
| 1f | Elect Director Clayton M. Jones | Management | For | For |
| 1g | Elect Director John C. May | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Sherry M. Smith | Management | For | For |
| 1j | Elect Director Dmitri L. Stockton | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| DIAGEO PLC MEETING DATE: OCT 06, 2022 |
||||
| TICKER: DGE SECURITY ID: G42089113 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Elect Karen Blackett as Director | Management | For | For |
| 5 | Re-elect Melissa Bethell as Director | Management | For | For |
| 6 | Re-elect Lavanya Chandrashekar as Director | Management | For | For |
| 7 | Re-elect Valerie Chapoulaud-Floquet as Director | Management | For | For |
| 8 | Re-elect Javier Ferran as Director | Management | For | For |
| 9 | Re-elect Susan Kilsby as Director | Management | For | For |
| 10 | Re-elect Sir John Manzoni as Director | Management | For | For |
| 11 | Re-elect Lady Mendelsohn as Director | Management | For | For |
| 12 | Re-elect Ivan Menezes as Director | Management | For | For |
| 13 | Re-elect Alan Stewart as Director | Management | For | For |
| 14 | Re-elect Ireena Vittal as Director | Management | For | For |
| 15 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Amend Irish Share Ownership Plan | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| DUPONT DE NEMOURS, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: DD SECURITY ID: 26614N102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy G. Brady | Management | For | For |
| 1b | Elect Director Edward D. Breen | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director Terrence R. Curtin | Management | For | For |
| 1e | Elect Director Alexander M. Cutler | Management | For | For |
| 1f | Elect Director Eleuthere I. du Pont | Management | For | For |
| 1g | Elect Director Kristina M. Johnson | Management | For | For |
| 1h | Elect Director Luther C. Kissam | Management | For | For |
| 1i | Elect Director Frederick M. Lowery | Management | For | For |
| 1j | Elect Director Raymond J. Milchovich | Management | For | For |
| 1k | Elect Director Deanna M. Mulligan | Management | For | For |
| 1l | Elect Director Steven M. Sterin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| ELI LILLY AND COMPANY MEETING DATE: MAY 01, 2023 |
||||
| TICKER: LLY SECURITY ID: 532457108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| EXXON MOBIL CORPORATION MEETING DATE: MAY 31, 2023 |
||||
| TICKER: XOM SECURITY ID: 30231G102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Against |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FEDEX CORPORATION MEETING DATE: SEP 19, 2022 |
||||
| TICKER: FDX SECURITY ID: 31428X106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marvin R. Ellison | Management | For | For |
| 1b | Elect Director Stephen E. Gorman | Management | For | For |
| 1c | Elect Director Susan Patricia Griffith | Management | For | For |
| 1d | Elect Director Kimberly A. Jabal | Management | For | For |
| 1e | Elect Director Amy B. Lane | Management | For | For |
| 1f | Elect Director R. Brad Martin | Management | For | For |
| 1g | Elect Director Nancy A. Norton | Management | For | For |
| 1h | Elect Director Frederick P. Perpall | Management | For | For |
| 1i | Elect Director Joshua Cooper Ramo | Management | For | For |
| 1j | Elect Director Susan C. Schwab | Management | For | For |
| 1k | Elect Director Frederick W. Smith | Management | For | For |
| 1l | Elect Director David P. Steiner | Management | For | For |
| 1m | Elect Director Rajesh Subramaniam | Management | For | For |
| 1n | Elect Director V. James Vena | Management | For | For |
| 1o | Elect Director Paul S. Walsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Alignment Between Company Values and Electioneering Contributions | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Racism in Corporate Culture | Shareholder | Against | Against |
| 9 | Report on Climate Lobbying | Shareholder | Against | Against |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: FIS SECURITY ID: 31620M106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee Adrean | Management | For | For |
| 1b | Elect Director Ellen R. Alemany | Management | For | For |
| 1c | Elect Director Mark D. Benjamin | Management | For | For |
| 1d | Elect Director Vijay G. D'Silva | Management | For | For |
| 1e | Elect Director Stephanie L. Ferris | Management | For | For |
| 1f | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1g | Elect Director Lisa A. Hook | Management | For | For |
| 1h | Elect Director Kenneth T. Lamneck | Management | For | For |
| 1i | Elect Director Gary L. Lauer | Management | For | For |
| 1j | Elect Director Louise M. Parent | Management | For | For |
| 1k | Elect Director Brian T. Shea | Management | For | For |
| 1l | Elect Director James B. Stallings, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| FISERV, INC. MEETING DATE: MAY 17, 2023 |
||||
| TICKER: FISV SECURITY ID: 337738108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Frank J. Bisignano | Management | For | For |
| 1.2 | Elect Director Henrique de Castro | Management | For | For |
| 1.3 | Elect Director Harry F. DiSimone | Management | For | For |
| 1.4 | Elect Director Dylan G. Haggart | Management | For | For |
| 1.5 | Elect Director Wafaa Mamilli | Management | For | For |
| 1.6 | Elect Director Heidi G. Miller | Management | For | For |
| 1.7 | Elect Director Doyle R. Simons | Management | For | For |
| 1.8 | Elect Director Kevin M. Warren | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| FREEPORT-MCMORAN, INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: FCX SECURITY ID: 35671D857 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Abney | Management | For | For |
| 1.2 | Elect Director Richard C. Adkerson | Management | For | For |
| 1.3 | Elect Director Marcela E. Donadio | Management | For | For |
| 1.4 | Elect Director Robert W. Dudley | Management | For | For |
| 1.5 | Elect Director Hugh Grant | Management | For | For |
| 1.6 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.7 | Elect Director Ryan M. Lance | Management | For | For |
| 1.8 | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1.9 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.10 | Elect Director Kathleen L. Quirk | Management | For | For |
| 1.11 | Elect Director John J. Stephens | Management | For | For |
| 1.12 | Elect Director Frances Fragos Townsend | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GE HEALTHCARE TECHNOLOGIES, INC. MEETING DATE: MAY 23, 2023 |
||||
| TICKER: GEHC SECURITY ID: 36266G107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Arduini | Management | For | For |
| 1b | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1c | Elect Director Rodney F. Hochman | Management | For | For |
| 1d | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1e | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1f | Elect Director Catherine Lesjak | Management | For | For |
| 1g | Elect Director Anne T. Madden | Management | For | For |
| 1h | Elect Director Tomislav Mihaljevic | Management | For | For |
| 1i | Elect Director William J. Stromberg | Management | For | For |
| 1j | Elect Director Phoebe L. Yang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| GENERAL ELECTRIC COMPANY MEETING DATE: MAY 03, 2023 |
||||
| TICKER: GE SECURITY ID: 369604301 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen Angel | Management | For | For |
| 1b | Elect Director Sebastien Bazin | Management | For | For |
| 1c | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1d | Elect Director Edward Garden | Management | For | For |
| 1e | Elect Director Isabella Goren | Management | For | For |
| 1f | Elect Director Thomas Horton | Management | For | For |
| 1g | Elect Director Catherine Lesjak | Management | For | For |
| 1h | Elect Director Darren McDew | Management | For | For |
| 1i | Elect Director Paula Rosput Reynolds | Management | For | For |
| 1j | Elect Director Jessica Uhl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| 6 | Hire Investment Bank to Explore Sale of Company | Shareholder | Against | Against |
| 7 | Issue Audited Report on Fiduciary Relevance of Decarbonization Goal | Shareholder | Against | Against |
| 8 | Issue Audited Report on Impact of IEA Net-Zero Emissions by 2050 Scenario | Shareholder | Against | Against |
| GLENCORE PLC MEETING DATE: MAY 26, 2023 |
||||
| TICKER: GLEN SECURITY ID: G39420107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Reduction of Capital Contribution Reserves | Management | For | For |
| 3 | Re-elect Kalidas Madhavpeddi as Director | Management | For | For |
| 4 | Re-elect Gary Nagle as Director | Management | For | For |
| 5 | Re-elect Peter Coates as Director | Management | For | For |
| 6 | Re-elect Martin Gilbert as Director | Management | For | For |
| 7 | Re-elect Gill Marcus as Director | Management | For | For |
| 8 | Re-elect Cynthia Carroll as Director | Management | For | For |
| 9 | Re-elect David Wormsley as Director | Management | For | For |
| 10 | Elect Liz Hewitt as Director | Management | For | For |
| 11 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 12 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 13 | Approve 2022 Climate Report | Management | For | For |
| 14 | Approve Remuneration Report | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Resolution in Respect of the Next Climate Action Transition Plan | Shareholder | Against | Against |
| GSK PLC MEETING DATE: JUL 06, 2022 |
||||
| TICKER: GSK SECURITY ID: 37733W105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to the Demerger of Haleon Group from the GSK Group | Management | For | For |
| 2 | Approve the Related Party Transaction Arrangements | Management | For | For |
| GSK PLC MEETING DATE: MAY 03, 2023 |
||||
| TICKER: GSK SECURITY ID: 37733W204 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Julie Brown as Director | Management | For | For |
| 4 | Elect Vishal Sikka as Director | Management | For | For |
| 5 | Elect Elizabeth McKee Anderson as Director | Management | For | For |
| 6 | Re-elect Sir Jonathan Symonds as Director | Management | For | For |
| 7 | Re-elect Dame Emma Walmsley as Director | Management | For | For |
| 8 | Re-elect Charles Bancroft as Director | Management | For | For |
| 9 | Re-elect Hal Barron as Director | Management | For | For |
| 10 | Re-elect Anne Beal as Director | Management | For | For |
| 11 | Re-elect Harry Dietz as Director | Management | For | For |
| 12 | Re-elect Jesse Goodman as Director | Management | For | For |
| 13 | Re-elect Urs Rohner as Director | Management | For | For |
| 14 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Approve Amendments to the Remuneration Policy | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Approve the Exemption from Statement of the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| HALEON PLC MEETING DATE: APR 20, 2023 |
||||
| TICKER: HLN SECURITY ID: 405552100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5 | Elect Sir Dave Lewis as Director | Management | For | For |
| 6 | Elect Brian McNamara as Director | Management | For | For |
| 7 | Elect Tobias Hestler as Director | Management | For | For |
| 8 | Elect Vindi Banga as Director | Management | For | For |
| 9 | Elect Marie-Anne Aymerich as Director | Management | For | For |
| 10 | Elect Tracy Clarke as Director | Management | For | For |
| 11 | Elect Dame Vivienne Cox as Director | Management | For | For |
| 12 | Elect Asmita Dubey as Director | Management | For | For |
| 13 | Elect Deirdre Mahlan as Director | Management | For | For |
| 14 | Elect David Denton as Director | Management | For | For |
| 15 | Elect Bryan Supran as Director | Management | For | For |
| 16 | Appoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 23 | Approve Performance Share Plan | Management | For | For |
| 24 | Approve Share Value Plan | Management | For | For |
| 25 | Approve Deferred Annual Bonus Plan | Management | For | For |
| 26 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 27 | Authorise Off-Market Purchase of Ordinary Shares from Pfizer | Management | For | For |
| 28 | Authorise Off-Market Purchase of Ordinary Shares from GSK Shareholders | Management | For | For |
| 29 | Approve Waiver of Rule 9 of the Takeover Code | Management | For | For |
| HESS CORPORATION MEETING DATE: MAY 17, 2023 |
||||
| TICKER: HES SECURITY ID: 42809H107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence J. Checki | Management | For | For |
| 1b | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1c | Elect Director Lisa Glatch | Management | For | For |
| 1d | Elect Director John B. Hess | Management | For | For |
| 1e | Elect Director Edith E. Holiday | Management | For | For |
| 1f | Elect Director Marc S. Lipschultz | Management | For | For |
| 1g | Elect Director Raymond J. McGuire | Management | For | For |
| 1h | Elect Director David McManus | Management | For | For |
| 1i | Elect Director Kevin O. Meyers | Management | For | For |
| 1j | Elect Director Karyn F. Ovelmen | Management | For | For |
| 1k | Elect Director James H. Quigley | Management | For | For |
| 1l | Elect Director William G. Schrader | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HUMANA INC. MEETING DATE: APR 20, 2023 |
||||
| TICKER: HUM SECURITY ID: 444859102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director Karen W. Katz | Management | For | For |
| 1i | Elect Director Marcy S. Klevorn | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director Jorge S. Mesquita | Management | For | For |
| 1l | Elect Director Brad D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| IMPERIAL OIL LIMITED MEETING DATE: MAY 02, 2023 |
||||
| TICKER: IMO SECURITY ID: 453038408 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director David W. Cornhill | Management | For | For |
| 1B | Elect Director Bradley W. Corson | Management | For | For |
| 1C | Elect Director Matthew R. Crocker | Management | For | For |
| 1D | Elect Director Sharon R. Driscoll | Management | For | For |
| 1E | Elect Director John Floren | Management | For | For |
| 1F | Elect Director Gary J. Goldberg | Management | For | For |
| 1G | Elect Director Miranda C. Hubbs | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | SP 1: Adopt an Absolute Greenhouse Gas Reduction Target | Shareholder | Against | Against |
| 4 | SP 2: Report on the Impact of the Energy Transition on Asset Retirement Obligations | Shareholder | Against | Against |
| INTEL CORPORATION MEETING DATE: MAY 11, 2023 |
||||
| TICKER: INTC SECURITY ID: 458140100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick P. Gelsinger | Management | For | For |
| 1b | Elect Director James J. Goetz | Management | For | For |
| 1c | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1d | Elect Director Alyssa H. Henry | Management | For | For |
| 1e | Elect Director Omar Ishrak | Management | For | For |
| 1f | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Tsu-Jae King Liu | Management | For | For |
| 1h | Elect Director Barbara G. Novick | Management | For | For |
| 1i | Elect Director Gregory D. Smith | Management | For | For |
| 1j | Elect Director Lip-Bu Tan | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 7 | Publish Third Party Review of Intel's China Business ESG Congruence | Shareholder | Against | Against |
| INTUIT INC. MEETING DATE: JAN 19, 2023 |
||||
| TICKER: INTU SECURITY ID: 461202103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eve Burton | Management | For | For |
| 1b | Elect Director Scott D. Cook | Management | For | For |
| 1c | Elect Director Richard L. Dalzell | Management | For | For |
| 1d | Elect Director Sasan K. Goodarzi | Management | For | For |
| 1e | Elect Director Deborah Liu | Management | For | For |
| 1f | Elect Director Tekedra Mawakana | Management | For | For |
| 1g | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1h | Elect Director Thomas Szkutak | Management | For | For |
| 1i | Elect Director Raul Vazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| JOHNSON & JOHNSON MEETING DATE: APR 27, 2023 |
||||
| TICKER: JNJ SECURITY ID: 478160104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Joaquin Duato | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Paula A. Johnson | Management | For | For |
| 1h | Elect Director Hubert Joly | Management | For | For |
| 1i | Elect Director Mark B. McClellan | Management | For | For |
| 1j | Elect Director Anne M. Mulcahy | Management | For | For |
| 1k | Elect Director Mark A. Weinberger | Management | For | For |
| 1l | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | None | None |
| 6 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| JOHNSON CONTROLS INTERNATIONAL PLC MEETING DATE: MAR 08, 2023 |
||||
| TICKER: JCI SECURITY ID: G51502105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean Blackwell | Management | For | For |
| 1b | Elect Director Pierre Cohade | Management | For | For |
| 1c | Elect Director Michael E. Daniels | Management | For | For |
| 1d | Elect Director W. Roy Dunbar | Management | For | For |
| 1e | Elect Director Gretchen R. Haggerty | Management | For | For |
| 1f | Elect Director Ayesha Khanna | Management | For | For |
| 1g | Elect Director Simone Menne | Management | For | For |
| 1h | Elect Director George R. Oliver | Management | For | For |
| 1i | Elect Director Jurgen Tinggren | Management | For | For |
| 1j | Elect Director Mark Vergnano | Management | For | For |
| 1k | Elect Director John D. Young | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2b | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Authorize Market Purchases of Company Shares | Management | For | For |
| 4 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Approve the Directors' Authority to Allot Shares | Management | For | For |
| 8 | Approve the Disapplication of Statutory Pre-Emption Rights | Management | For | For |
| JPMORGAN CHASE & CO. MEETING DATE: MAY 16, 2023 |
||||
| TICKER: JPM SECURITY ID: 46625H100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KEURIG DR PEPPER INC. MEETING DATE: JUN 12, 2023 |
||||
| TICKER: KDP SECURITY ID: 49271V100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Robert Gamgort | Management | For | For |
| 1B | Elect Director Oray Boston | Management | For | For |
| 1C | Elect Director Olivier Goudet | Management | For | For |
| 1D | Elect Director Peter Harf | Management | For | For |
| 1E | Elect Director Juliette Hickman | Management | For | For |
| 1F | Elect Director Paul Michaels | Management | For | For |
| 1G | Elect Director Pamela Patsley | Management | For | For |
| 1H | Elect Director Lubomira Rochet | Management | For | For |
| 1I | Elect Director Debra Sandler | Management | For | For |
| 1J | Elect Director Robert Singer | Management | For | For |
| 1K | Elect Director Larry Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KONINKLIJKE PHILIPS NV MEETING DATE: SEP 30, 2022 |
||||
| TICKER: PHIA SECURITY ID: 500472303 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect R.W.O. Jakobs as President / Chief Executive Officer and Member of the Management Board | Management | For | For |
| KONINKLIJKE PHILIPS NV MEETING DATE: MAY 09, 2023 |
||||
| TICKER: PHIA SECURITY ID: 500472303 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | President's Speech | Management | None | None |
| 2.a | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2.b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2.c | Approve Dividends | Management | For | For |
| 2.d | Approve Remuneration Report | Management | For | For |
| 2.e | Approve Discharge of Management Board | Management | For | For |
| 2.f | Approve Discharge of Supervisory Board | Management | For | For |
| 3 | Reelect A. Bhattacharya to Management Board | Management | For | For |
| 4.a | Reelect D.E.I. Pyott to Supervisory Board | Management | For | For |
| 4.b | Reelect M.E. Doherty to Supervisory Board | Management | For | For |
| 5 | Ratify Ernst & Young Accountants LLP as Auditors for the Financial Year 2024 | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors for the Financial Year 2025 | Management | For | For |
| 7.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 7.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 8 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 9 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 10 | Other Business (Non-Voting) | Management | None | None |
| KYNDRYL HOLDINGS, INC. MEETING DATE: JUL 28, 2022 |
||||
| TICKER: KD SECURITY ID: 50155Q100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janina Kugel | Management | For | For |
| 1b | Elect Director Denis Machuel | Management | For | For |
| 1c | Elect Director Rahul N. Merchant | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| LAM RESEARCH CORPORATION MEETING DATE: NOV 08, 2022 |
||||
| TICKER: LRCX SECURITY ID: 512807108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohail U. Ahmed | Management | For | For |
| 1b | Elect Director Timothy M. Archer | Management | For | For |
| 1c | Elect Director Eric K. Brandt | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Bethany J. Mayer | Management | For | For |
| 1f | Elect Director Jyoti K. Mehra | Management | For | For |
| 1g | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1h | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LINDE PLC MEETING DATE: JUL 25, 2022 |
||||
| TICKER: LIN SECURITY ID: G5494J103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen F. Angel | Management | For | For |
| 1b | Elect Director Sanjiv Lamba | Management | For | For |
| 1c | Elect Director Ann-Kristin Achleitner | Management | For | For |
| 1d | Elect Director Thomas Enders | Management | For | For |
| 1e | Elect Director Edward G. Galante | Management | For | For |
| 1f | Elect Director Joe Kaeser | Management | For | For |
| 1g | Elect Director Victoria E. Ossadnik | Management | For | For |
| 1h | Elect Director Martin H. Richenhagen | Management | For | For |
| 1i | Elect Director Alberto Weisser | Management | For | For |
| 1j | Elect Director Robert L. Wood | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers as Auditors | Management | For | For |
| 2b | Authorise Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Remuneration Report | Management | For | For |
| 5 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| LINDE PLC MEETING DATE: JAN 18, 2023 |
||||
| TICKER: LIN SECURITY ID: G5494J103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| 2 | Amend Articles of Association | Management | For | For |
| 3 | Approve Common Draft Terms of Merger | Management | For | For |
| LINDE PLC MEETING DATE: JAN 18, 2023 |
||||
| TICKER: LIN SECURITY ID: G5494J111 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Scheme of Arrangement | Management | For | For |
| LOWE'S COMPANIES, INC. MEETING DATE: MAY 26, 2023 |
||||
| TICKER: LOW SECURITY ID: 548661107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Raul Alvarez | Management | For | For |
| 1.2 | Elect Director David H. Batchelder | Management | For | For |
| 1.3 | Elect Director Scott H. Baxter | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Director Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Director Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Director Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Director Brian C. Rogers | Management | For | For |
| 1.10 | Elect Director Bertram L. Scott | Management | For | For |
| 1.11 | Elect Director Colleen Taylor | Management | For | For |
| 1.12 | Elect Director Mary Beth West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| MARRIOTT INTERNATIONAL, INC. MEETING DATE: MAY 12, 2023 |
||||
| TICKER: MAR SECURITY ID: 571903202 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony G. Capuano | Management | For | For |
| 1b | Elect Director Isabella D. Goren | Management | For | For |
| 1c | Elect Director Deborah Marriott Harrison | Management | For | For |
| 1d | Elect Director Frederick A. Henderson | Management | For | For |
| 1e | Elect Director Eric Hippeau | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Debra L. Lee | Management | For | For |
| 1h | Elect Director Aylwin B. Lewis | Management | For | For |
| 1i | Elect Director David S. Marriott | Management | For | For |
| 1j | Elect Director Margaret M. McCarthy | Management | For | For |
| 1k | Elect Director Grant F. Reid | Management | For | For |
| 1l | Elect Director Horacio D. Rozanski | Management | For | For |
| 1m | Elect Director Susan C. Schwab | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 7 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| MARVELL TECHNOLOGY, INC. MEETING DATE: JUN 16, 2023 |
||||
| TICKER: MRVL SECURITY ID: 573874104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sara Andrews | Management | For | For |
| 1b | Elect Director W. Tudor Brown | Management | For | For |
| 1c | Elect Director Brad W. Buss | Management | For | For |
| 1d | Elect Director Rebecca W. House | Management | For | For |
| 1e | Elect Director Marachel L. Knight | Management | For | For |
| 1f | Elect Director Matthew J. Murphy | Management | For | For |
| 1g | Elect Director Michael G. Strachan | Management | For | For |
| 1h | Elect Director Robert E. Switz | Management | For | For |
| 1i | Elect Director Ford Tamer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MASTERCARD INCORPORATED MEETING DATE: JUN 27, 2023 |
||||
| TICKER: MA SECURITY ID: 57636Q104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MEDTRONIC PLC MEETING DATE: DEC 08, 2022 |
||||
| TICKER: MDT SECURITY ID: G5960L103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Anderson | Management | For | For |
| 1b | Elect Director Craig Arnold | Management | For | For |
| 1c | Elect Director Scott C. Donnelly | Management | For | For |
| 1d | Elect Director Lidia L. Fonseca | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Randall J. Hogan, III | Management | For | For |
| 1g | Elect Director Kevin E. Lofton | Management | For | For |
| 1h | Elect Director Geoffrey S. Martha | Management | For | For |
| 1i | Elect Director Elizabeth G. Nabel | Management | For | For |
| 1j | Elect Director Denise M. O'Leary | Management | For | For |
| 1k | Elect Director Kendall J. Powell | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Renew the Board's Authority to Issue Shares Under Irish Law | Management | For | For |
| 5 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | For | For |
| 6 | Authorize Overseas Market Purchases of Ordinary Shares | Management | For | For |
| META PLATFORMS, INC. MEETING DATE: MAY 31, 2023 |
||||
| TICKER: META SECURITY ID: 30303M102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | For |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | For |
| 1.3 | Elect Director Andrew W. Houston | Management | For | For |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | For |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | Against |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | Against |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | Against |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| MICROSOFT CORPORATION MEETING DATE: DEC 13, 2022 |
||||
| TICKER: MSFT SECURITY ID: 594918104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MONDELEZ INTERNATIONAL, INC. MEETING DATE: MAY 17, 2023 |
||||
| TICKER: MDLZ SECURITY ID: 609207105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lewis W.K. Booth | Management | For | For |
| 1b | Elect Director Charles E. Bunch | Management | For | For |
| 1c | Elect Director Ertharin Cousin | Management | For | For |
| 1d | Elect Director Jorge S. Mesquita | Management | For | For |
| 1e | Elect Director Anindita Mukherjee | Management | For | For |
| 1f | Elect Director Jane Hamilton Nielsen | Management | For | For |
| 1g | Elect Director Patrick T. Siewert | Management | For | For |
| 1h | Elect Director Michael A. Todman | Management | For | For |
| 1i | Elect Director Dirk Van de Put | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on 2025 Cage-Free Egg Goal | Shareholder | Against | Against |
| 7 | Report on Targets to Eradicate Child Labor in Cocoa Supply Chain | Shareholder | Against | For |
| NIKE, INC. MEETING DATE: SEP 09, 2022 |
||||
| TICKER: NKE SECURITY ID: 654106103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NVIDIA CORPORATION MEETING DATE: JUN 22, 2023 |
||||
| TICKER: NVDA SECURITY ID: 67066G104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| PAYPAL HOLDINGS, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: PYPL SECURITY ID: 70450Y103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Jonathan Christodoro | Management | For | For |
| 1c | Elect Director John J. Donahoe | Management | For | For |
| 1d | Elect Director David W. Dorman | Management | For | For |
| 1e | Elect Director Belinda J. Johnson | Management | For | For |
| 1f | Elect Director Enrique Lores | Management | For | For |
| 1g | Elect Director Gail J. McGovern | Management | For | For |
| 1h | Elect Director Deborah M. Messemer | Management | For | For |
| 1i | Elect Director David M. Moffett | Management | For | For |
| 1j | Elect Director Ann M. Sarnoff | Management | For | For |
| 1k | Elect Director Daniel H. Schulman | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 7 | Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn | Shareholder | None | None |
| 8 | Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Against |
| 9 | Adopt Majority Vote Standard for Director Elections | Shareholder | Against | Against |
| QUALCOMM INCORPORATED MEETING DATE: MAR 08, 2023 |
||||
| TICKER: QCOM SECURITY ID: 747525103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sylvia Acevedo | Management | For | For |
| 1b | Elect Director Cristiano R. Amon | Management | For | For |
| 1c | Elect Director Mark Fields | Management | For | For |
| 1d | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1e | Elect Director Gregory N. Johnson | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Mark D. McLaughlin | Management | For | For |
| 1h | Elect Director Jamie S. Miller | Management | For | For |
| 1i | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1j | Elect Director Kornelis (Neil) Smit | Management | For | For |
| 1k | Elect Director Jean-Pascal Tricoire | Management | For | For |
| 1l | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RAYTHEON TECHNOLOGIES CORPORATION MEETING DATE: MAY 02, 2023 |
||||
| TICKER: RTX SECURITY ID: 75513E101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Leanne G. Caret | Management | For | For |
| 1c | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1d | Elect Director Gregory J. Hayes | Management | For | For |
| 1e | Elect Director George R. Oliver | Management | For | For |
| 1f | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Eliminate Personal Liability of Officers for Monetary Damages For Breach of Fiduciary Duty as an Officer | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| ROCKWELL AUTOMATION, INC. MEETING DATE: FEB 07, 2023 |
||||
| TICKER: ROK SECURITY ID: 773903109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| A1 | Elect Director William P. Gipson | Management | For | For |
| A2 | Elect Director Pam Murphy | Management | For | For |
| A3 | Elect Director Donald R. Parfet | Management | For | For |
| A4 | Elect Director Robert W. Soderbery | Management | For | For |
| B | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| C | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| D | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| SALESFORCE, INC. MEETING DATE: JUN 08, 2023 |
||||
| TICKER: CRM SECURITY ID: 79466L302 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| SANOFI MEETING DATE: MAY 25, 2023 |
||||
| TICKER: SAN SECURITY ID: 80105N105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.56 per Share | Management | For | For |
| 4 | Elect Frederic Oudea as Director | Management | For | For |
| 5 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 6 | Approve Compensation of Serge Weinberg, Chairman of the Board | Management | For | For |
| 7 | Approve Compensation of Paul Hudson, CEO | Management | For | For |
| 8 | Approve Remuneration of Directors in the Aggregate Amount of EUR 2.5 Million | Management | For | For |
| 9 | Approve Remuneration Policy of Directors | Management | For | For |
| 10 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 11 | Approve Remuneration Policy of CEO | Management | For | For |
| 12 | Renew Appointment of PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 13 | Ratify Change Location of Registered Office to 46, Avenue de la Grande Armee, 75017 Paris and Amend Article 4 of Bylaws Accordingly | Management | For | For |
| 14 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 15 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 16 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 997 Million | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 18 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 19 | Approve Issuance of Debt Securities Giving Access to New Shares of Subsidiaries and/or Debt Securities, up to Aggregate Amount of EUR 7 Billion | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 16-18 | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 22 | Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 24 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SAP SE MEETING DATE: MAY 11, 2023 |
||||
| TICKER: SAP SECURITY ID: 803054204 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 2.05 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| 8.a | Elect Jennifer Xin-Zhe Li to the Supervisory Board | Management | For | For |
| 8.b | Elect Qi Lu to the Supervisory Board | Management | For | For |
| 8.c | Elect Punit Renjen to the Supervisory Board | Management | For | For |
| 9 | Approve Remuneration Policy for the Management Board | Management | For | For |
| 10 | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| 11.a | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 11.b | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| SIMON PROPERTY GROUP, INC. MEETING DATE: MAY 04, 2023 |
||||
| TICKER: SPG SECURITY ID: 828806109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Glyn F. Aeppel | Management | For | For |
| 1B | Elect Director Larry C. Glasscock | Management | For | For |
| 1C | Elect Director Allan Hubbard | Management | For | Against |
| 1D | Elect Director Reuben S. Leibowitz | Management | For | Against |
| 1E | Elect Director Randall J. Lewis | Management | For | For |
| 1F | Elect Director Gary M. Rodkin | Management | For | For |
| 1G | Elect Director Peggy Fang Roe | Management | For | For |
| 1H | Elect Director Stefan M. Selig | Management | For | Against |
| 1I | Elect Director Daniel C. Smith | Management | For | Against |
| 1J | Elect Director Marta R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SONY GROUP CORP. MEETING DATE: JUN 20, 2023 |
||||
| TICKER: 6758 SECURITY ID: 835699307 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yoshida, Kenichiro | Management | For | For |
| 1.2 | Elect Director Totoki, Hiroki | Management | For | For |
| 1.3 | Elect Director Hatanaka, Yoshihiko | Management | For | For |
| 1.4 | Elect Director Oka, Toshiko | Management | For | For |
| 1.5 | Elect Director Akiyama, Sakie | Management | For | For |
| 1.6 | Elect Director Wendy Becker | Management | For | For |
| 1.7 | Elect Director Kishigami, Keiko | Management | For | For |
| 1.8 | Elect Director Joseph A. Kraft Jr | Management | For | For |
| 1.9 | Elect Director Neil Hunt | Management | For | For |
| 1.10 | Elect Director William Morrow | Management | For | For |
| 2 | Approve Stock Option Plan | Management | For | For |
| STARBUCKS CORPORATION MEETING DATE: MAR 23, 2023 |
||||
| TICKER: SBUX SECURITY ID: 855244109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard E. Allison, Jr. | Management | For | For |
| 1b | Elect Director Andrew Campion | Management | For | For |
| 1c | Elect Director Beth Ford | Management | For | For |
| 1d | Elect Director Mellody Hobson | Management | For | For |
| 1e | Elect Director Jorgen Vig Knudstorp | Management | For | For |
| 1f | Elect Director Satya Nadella | Management | For | For |
| 1g | Elect Director Laxman Narasimhan | Management | For | For |
| 1h | Elect Director Howard Schultz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Plant-Based Milk Pricing | Shareholder | Against | Against |
| 6 | Adopt Policy on Succession Planning | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | For |
| 9 | Establish Committee on Corporate Sustainability | Shareholder | Against | Against |
| SYSCO CORPORATION MEETING DATE: NOV 18, 2022 |
||||
| TICKER: SYY SECURITY ID: 871829107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director Ali Dibadj | Management | For | For |
| 1c | Elect Director Larry C. Glasscock | Management | For | For |
| 1d | Elect Director Jill M. Golder | Management | For | For |
| 1e | Elect Director Bradley M. Halverson | Management | For | For |
| 1f | Elect Director John M. Hinshaw | Management | For | For |
| 1g | Elect Director Kevin P. Hourican | Management | For | For |
| 1h | Elect Director Hans-Joachim Koerber | Management | For | For |
| 1i | Elect Director Alison Kenney Paul | Management | For | For |
| 1j | Elect Director Edward D. Shirley | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Third-Party Civil Rights Audit | Shareholder | Against | For |
| 5 | Commission Third Party Report Assessing Company's Supply Chain Risks | Shareholder | Against | For |
| 6 | Report on Efforts to Reduce Plastic Use | Shareholder | None | For |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: 2330 SECURITY ID: 874039100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Issuance of Restricted Stocks | Management | For | For |
| 3 | Amend Procedures for Endorsement and Guarantees | Management | For | For |
| 4 | Amend the Name of Audit Committee in the Policies (I)Procedures for Acquisition or Disposal of Assets (II)Procedures for Financial Derivatives Transactions (III)Procedures for Lending Funds to Other Parties (IV)Procedures for Endorsement and Guarantee | Management | For | For |
| TARGET CORPORATION MEETING DATE: JUN 14, 2023 |
||||
| TICKER: TGT SECURITY ID: 87612E106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David P. Abney | Management | For | For |
| 1b | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1c | Elect Director George S. Barrett | Management | For | For |
| 1d | Elect Director Gail K. Boudreaux | Management | For | For |
| 1e | Elect Director Brian C. Cornell | Management | For | For |
| 1f | Elect Director Robert L. Edwards | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Christine A. Leahy | Management | For | For |
| 1i | Elect Director Monica C. Lozano | Management | For | For |
| 1j | Elect Director Grace Puma | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 1l | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| THE BOEING COMPANY MEETING DATE: APR 18, 2023 |
||||
| TICKER: BA SECURITY ID: 097023105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert A. Bradway | Management | For | For |
| 1b | Elect Director David L. Calhoun | Management | For | For |
| 1c | Elect Director Lynne M. Doughtie | Management | For | For |
| 1d | Elect Director David L. Gitlin | Management | For | For |
| 1e | Elect Director Lynn J. Good | Management | For | For |
| 1f | Elect Director Stayce D. Harris | Management | For | For |
| 1g | Elect Director Akhil Johri | Management | For | For |
| 1h | Elect Director David L. Joyce | Management | For | For |
| 1i | Elect Director Lawrence W. Kellner | Management | For | For |
| 1j | Elect Director Steven M. Mollenkopf | Management | For | For |
| 1k | Elect Director John M. Richardson | Management | For | For |
| 1l | Elect Director Sabrina Soussan | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE CHARLES SCHWAB CORPORATION MEETING DATE: MAY 18, 2023 |
||||
| TICKER: SCHW SECURITY ID: 808513105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marianne C. Brown | Management | For | For |
| 1b | Elect Director Frank C. Herringer | Management | For | For |
| 1c | Elect Director Gerri K. Martin-Flickinger | Management | For | For |
| 1d | Elect Director Todd M. Ricketts | Management | For | For |
| 1e | Elect Director Carolyn Schwab-Pomerantz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| 6 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| THE CIGNA GROUP MEETING DATE: APR 26, 2023 |
||||
| TICKER: CI SECURITY ID: 125523100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| THE COCA-COLA COMPANY MEETING DATE: APR 25, 2023 |
||||
| TICKER: KO SECURITY ID: 191216100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE PNC FINANCIAL SERVICES GROUP, INC. MEETING DATE: APR 26, 2023 |
||||
| TICKER: PNC SECURITY ID: 693475105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1d | Elect Director William S. Demchak | Management | For | For |
| 1e | Elect Director Andrew T. Feldstein | Management | For | For |
| 1f | Elect Director Richard J. Harshman | Management | For | For |
| 1g | Elect Director Daniel R. Hesse | Management | For | For |
| 1h | Elect Director Renu Khator | Management | For | For |
| 1i | Elect Director Linda R. Medler | Management | For | For |
| 1j | Elect Director Robert A. Niblock | Management | For | For |
| 1k | Elect Director Martin Pfinsgraff | Management | For | For |
| 1l | Elect Director Bryan S. Salesky | Management | For | For |
| 1m | Elect Director Toni Townes-whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE SOUTHERN COMPANY MEETING DATE: MAY 24, 2023 |
||||
| TICKER: SO SECURITY ID: 842587107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janaki Akella | Management | For | For |
| 1b | Elect Director Henry A. "Hal" Clark, III | Management | For | For |
| 1c | Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | For |
| 1d | Elect Director Thomas A. Fanning | Management | For | For |
| 1e | Elect Director David J. Grain | Management | For | For |
| 1f | Elect Director Colette D. Honorable | Management | For | For |
| 1g | Elect Director Donald M. James | Management | For | For |
| 1h | Elect Director John D. Johns | Management | For | For |
| 1i | Elect Director Dale E. Klein | Management | For | For |
| 1j | Elect Director David E. Meador | Management | For | For |
| 1k | Elect Director Ernest J. Moniz | Management | For | For |
| 1l | Elect Director William G. Smith, Jr. | Management | For | For |
| 1m | Elect Director Kristine L. Svinicki | Management | For | For |
| 1n | Elect Director Lizanne Thomas | Management | For | For |
| 1o | Elect Director Christopher C. Womack | Management | For | For |
| 1p | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 7 | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Shareholder | Against | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE TJX COMPANIES, INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: TJX SECURITY ID: 872540109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jose B. Alvarez | Management | For | For |
| 1b | Elect Director Alan M. Bennett | Management | For | For |
| 1c | Elect Director Rosemary T. Berkery | Management | For | For |
| 1d | Elect Director David T. Ching | Management | For | For |
| 1e | Elect Director C. Kim Goodwin | Management | For | For |
| 1f | Elect Director Ernie Herrman | Management | For | For |
| 1g | Elect Director Amy B. Lane | Management | For | For |
| 1h | Elect Director Carol Meyrowitz | Management | For | For |
| 1i | Elect Director Jackwyn L. Nemerov | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Third-Party Assessment of Human Rights Due Diligence in Supply Chain | Shareholder | Against | For |
| 6 | Report on Risk from Supplier Misclassification of Supplier's Employees | Shareholder | Against | Against |
| 7 | Adopt a Paid Sick Leave Policy for All Employees | Shareholder | Against | Against |
| THE WALT DISNEY COMPANY MEETING DATE: APR 03, 2023 |
||||
| TICKER: DIS SECURITY ID: 254687106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Safra A. Catz | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Francis A. deSouza | Management | For | For |
| 1e | Elect Director Carolyn N. Everson | Management | For | For |
| 1f | Elect Director Michael B.G. Froman | Management | For | For |
| 1g | Elect Director Robert A. Iger | Management | For | For |
| 1h | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1i | Elect Director Calvin R. McDonald | Management | For | For |
| 1j | Elect Director Mark G. Parker | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Charitable Contributions | Shareholder | Against | Against |
| 7 | Report on Political Expenditures | Shareholder | Against | Against |
| TWILIO INC. MEETING DATE: JUN 13, 2023 |
||||
| TICKER: TWLO SECURITY ID: 90138F102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles Bell | Management | For | For |
| 1.2 | Elect Director Jeffrey Immelt | Management | For | For |
| 1.3 | Elect Director Erika Rottenberg | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| U.S. BANCORP MEETING DATE: APR 18, 2023 |
||||
| TICKER: USB SECURITY ID: 902973304 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warner L. Baxter | Management | For | For |
| 1b | Elect Director Dorothy J. Bridges | Management | For | For |
| 1c | Elect Director Elizabeth L. Buse | Management | For | For |
| 1d | Elect Director Andrew Cecere | Management | For | For |
| 1e | Elect Director Alan B. Colberg | Management | For | For |
| 1f | Elect Director Kimberly N. Ellison-Taylor | Management | For | For |
| 1g | Elect Director Kimberly J. Harris | Management | For | For |
| 1h | Elect Director Roland A. Hernandez | Management | For | For |
| 1i | Elect Director Richard P. McKenney | Management | For | For |
| 1j | Elect Director Yusuf I. Mehdi | Management | For | For |
| 1k | Elect Director Loretta E. Reynolds | Management | For | For |
| 1l | Elect Director John P. Wiehoff | Management | For | For |
| 1m | Elect Director Scott W. Wine | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UNITED PARCEL SERVICE, INC. MEETING DATE: MAY 04, 2023 |
||||
| TICKER: UPS SECURITY ID: 911312106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Tome | Management | For | For |
| 1b | Elect Director Rodney Adkins | Management | For | For |
| 1c | Elect Director Eva Boratto | Management | For | For |
| 1d | Elect Director Michael Burns | Management | For | For |
| 1e | Elect Director Wayne Hewett | Management | For | For |
| 1f | Elect Director Angela Hwang | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | For |
| 1h | Elect Director William Johnson | Management | For | For |
| 1i | Elect Director Franck Moison | Management | For | For |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | For |
| 1l | Elect Director Kevin Warsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Shareholder | Against | For |
| 7 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Against | Against |
| 8 | Report on Just Transition | Shareholder | Against | For |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| 10 | Oversee and Report a Civil Rights Audit | Shareholder | Against | Against |
| 11 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| UNITEDHEALTH GROUP INCORPORATED MEETING DATE: JUN 05, 2023 |
||||
| TICKER: UNH SECURITY ID: 91324P102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| UNIVERSAL MUSIC GROUP NV MEETING DATE: MAY 11, 2023 |
||||
| TICKER: UMG SECURITY ID: N90313102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Annual Report | Management | None | None |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4 | Adopt Financial Statements | Management | For | For |
| 5.a | Receive Explanation on Company's Dividend Policy | Management | None | None |
| 5.b | Approve Dividends | Management | For | For |
| 6.a | Approve Discharge of Executive Directors | Management | For | For |
| 6.b | Approve Discharge of Non-Executive Directors | Management | For | For |
| 7.a | Reelect Lucian Grainge as Executive Director | Management | For | Against |
| 7.b | Approve Supplement to the Company's Remuneration Policy in Respect of Lucian Grainge | Management | For | Against |
| 8.a | Reelect Sherry Lansing as Non-Executive Director | Management | For | Against |
| 8.b | Reelect Anna Jones as Non-Executive Director | Management | For | Against |
| 8.c | Reelect Luc van Os as Non-Executive Director | Management | For | Against |
| 8.d | Elect Haim Saban as Non-Executive Director | Management | For | For |
| 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 10 | Ratify Auditors | Management | For | For |
| 11 | Other Business (Non-Voting) | Management | None | None |
| 12 | Close Meeting | Management | None | None |
| VISA INC. MEETING DATE: JAN 24, 2023 |
||||
| TICKER: V SECURITY ID: 92826C839 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| WALMART INC. MEETING DATE: MAY 31, 2023 |
||||
| TICKER: WMT SECURITY ID: 931142103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cesar Conde | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Sarah J. Friar | Management | For | For |
| 1d | Elect Director Carla A. Harris | Management | For | For |
| 1e | Elect Director Thomas W. Horton | Management | For | For |
| 1f | Elect Director Marissa A. Mayer | Management | For | For |
| 1g | Elect Director C. Douglas McMillon | Management | For | For |
| 1h | Elect Director Gregory B. Penner | Management | For | For |
| 1i | Elect Director Randall L. Stephenson | Management | For | For |
| 1j | Elect Director S. Robson Walton | Management | For | For |
| 1k | Elect Director Steuart L. Walton | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Consider Pay Disparity Between CEO and Other Employees | Shareholder | Against | Against |
| 6 | Report on Human Rights Due Diligence | Shareholder | Against | Against |
| 7 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Racial and Gender Layoff Diversity | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 12 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | Against |
| WELLS FARGO & COMPANY MEETING DATE: APR 25, 2023 |
||||
| TICKER: WFC SECURITY ID: 949746101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia (CeCe) G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Ronald L. Sargent | Management | For | For |
| 1l | Elect Director Charles W. Scharf | Management | For | For |
| 1m | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
VOTE SUMMARY REPORT
FIDELITY SERIES EMERGING MARKETS DEBT FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
VOTE SUMMARY REPORT
FIDELITY SERIES EMERGING MARKETS DEBT LOCAL CURRENCY FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
VOTE SUMMARY REPORT
FIDELITY SERIES LARGE CAP STOCK FUND
07/01/2022 - 06/30/2023
Note: The Security ID will be the CUSIP (Committee on Uniform Securities Identification Procedures) when available. When CUSIP is not available, an alternate identifier, e.g., CINS, will be provided.
| 3M COMPANY MEETING DATE: MAY 09, 2023 |
||||
| TICKER: MMM SECURITY ID: 88579Y101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas "Tony" K. Brown | Management | For | For |
| 1b | Elect Director Anne H. Chow | Management | For | For |
| 1c | Elect Director David B. Dillon | Management | For | For |
| 1d | Elect Director Michael L. Eskew | Management | For | For |
| 1e | Elect Director James R. Fitterling | Management | For | For |
| 1f | Elect Director Amy E. Hood | Management | For | For |
| 1g | Elect Director Suzan Kereere | Management | For | For |
| 1h | Elect Director Gregory R. Page | Management | For | For |
| 1i | Elect Director Pedro J. Pizarro | Management | For | For |
| 1j | Elect Director Michael F. Roman | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ABBOTT LABORATORIES MEETING DATE: APR 28, 2023 |
||||
| TICKER: ABT SECURITY ID: 002824100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Robert J. Alpern | Management | For | For |
| 1.2 | Elect Director Claire Babineaux-Fontenot | Management | For | For |
| 1.3 | Elect Director Sally E. Blount | Management | For | For |
| 1.4 | Elect Director Robert B. Ford | Management | For | For |
| 1.5 | Elect Director Paola Gonzalez | Management | For | For |
| 1.6 | Elect Director Michelle A. Kumbier | Management | For | For |
| 1.7 | Elect Director Darren W. McDew | Management | For | For |
| 1.8 | Elect Director Nancy McKinstry | Management | For | For |
| 1.9 | Elect Director Michael G. O'Grady | Management | For | For |
| 1.10 | Elect Director Michael F. Roman | Management | For | For |
| 1.11 | Elect Director Daniel J. Starks | Management | For | For |
| 1.12 | Elect Director John G. Stratton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| ACTIVISION BLIZZARD, INC. MEETING DATE: JUN 21, 2023 |
||||
| TICKER: ATVI SECURITY ID: 00507V109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reveta Bowers | Management | For | For |
| 1b | Elect Director Kerry Carr | Management | For | For |
| 1c | Elect Director Robert Corti | Management | For | For |
| 1d | Elect Director Brian Kelly | Management | For | For |
| 1e | Elect Director Robert Kotick | Management | For | For |
| 1f | Elect Director Barry Meyer | Management | For | For |
| 1g | Elect Director Robert Morgado | Management | For | For |
| 1h | Elect Director Peter Nolan | Management | For | For |
| 1i | Elect Director Dawn Ostroff | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | Shareholder | None | None |
| ACUITY BRANDS, INC. MEETING DATE: JAN 25, 2023 |
||||
| TICKER: AYI SECURITY ID: 00508Y102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Neil M. Ashe | Management | For | For |
| 1b | Elect Director Marcia J. Avedon | Management | For | For |
| 1c | Elect Director W. Patrick Battle | Management | For | For |
| 1d | Elect Director Michael J. Bender | Management | For | For |
| 1e | Elect Director G. Douglas Dillard, Jr. | Management | For | For |
| 1f | Elect Director James H. Hance, Jr. | Management | For | For |
| 1g | Elect Director Maya Leibman | Management | For | For |
| 1h | Elect Director Laura G. O'Shaughnessy | Management | For | For |
| 1i | Elect Director Mark J. Sachleben | Management | For | For |
| 1j | Elect Director Mary A. Winston | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| ACV AUCTIONS INC. MEETING DATE: MAY 30, 2023 |
||||
| TICKER: ACVA SECURITY ID: 00091G104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Eileen A. Kamerick | Management | For | For |
| 1.2 | Elect Director Brian Hirsch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| ADOBE INC. MEETING DATE: APR 20, 2023 |
||||
| TICKER: ADBE SECURITY ID: 00724F101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy Banse | Management | For | For |
| 1b | Elect Director Brett Biggs | Management | For | For |
| 1c | Elect Director Melanie Boulden | Management | For | For |
| 1d | Elect Director Frank Calderoni | Management | For | For |
| 1e | Elect Director Laura Desmond | Management | For | For |
| 1f | Elect Director Shantanu Narayen | Management | For | For |
| 1g | Elect Director Spencer Neumann | Management | For | For |
| 1h | Elect Director Kathleen Oberg | Management | For | For |
| 1i | Elect Director Dheeraj Pandey | Management | For | For |
| 1j | Elect Director David Ricks | Management | For | For |
| 1k | Elect Director Daniel Rosensweig | Management | For | For |
| 1l | Elect Director John Warnock | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| AIRBUS SE MEETING DATE: APR 19, 2023 |
||||
| TICKER: AIR SECURITY ID: N0280G100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2.1 | Discussion on Company's Corporate Governance Structure | Management | None | None |
| 2.2 | Receive Report on Business and Financial Statements | Management | None | None |
| 2.3 | Receive Explanation on Company's Dividend Policy | Management | None | None |
| 3.1 | Receive Board Report | Management | None | None |
| 3.2 | Discussion on Leading the Journey Towards Clean Aerospace | Management | None | None |
| 3.3 | Discuss Potential Long-Term Strategic and Technological Partnership with Evidian and Acquisition of a Minority Stake in Evidian | Management | None | None |
| 4.1 | Adopt Financial Statements | Management | For | For |
| 4.2 | Approve Allocation of Income | Management | For | For |
| 4.3 | Approve Discharge of Non-Executive Directors | Management | For | For |
| 4.4 | Approve Discharge of Executive Directors | Management | For | For |
| 4.5 | Ratify Ernst & Young Accountants LLP as Auditors | Management | For | For |
| 4.6 | Approve Implementation of Remuneration Policy | Management | For | For |
| 4.7 | Reelect Ralph D. Crosby, Jr. as Non-Executive Director | Management | For | For |
| 4.8 | Reelect Mark Dunkerley as Non-Executive Director | Management | For | For |
| 4.9 | Reelect Stephan Gemkow as Non-Executive Director | Management | For | For |
| 4.10 | Elect Antony Wood as Non-Executive Director | Management | For | For |
| 4.11 | Grant Board Authority to Issue Shares and Exclude Preemptive Rights for the Purpose of Employee Share Ownership Plans and Share-Related Long-Term Incentive Plans | Management | For | For |
| 4.12 | Grant Board Authority to Issue Shares and Exclude Preemptive Rights for the Purpose of Company Funding | Management | For | For |
| 4.13 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 4.14 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 5 | Close Meeting | Management | None | None |
| ALNYLAM PHARMACEUTICALS, INC. MEETING DATE: MAY 18, 2023 |
||||
| TICKER: ALNY SECURITY ID: 02043Q107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Michael W. Bonney | Management | For | For |
| 1b | Elect Director Yvonne L. Greenstreet | Management | For | For |
| 1c | Elect Director Phillip A. Sharp | Management | For | For |
| 1d | Elect Director Elliott Sigal | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| ALPHABET INC. MEETING DATE: JUN 02, 2023 |
||||
| TICKER: GOOGL SECURITY ID: 02079K305 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Larry Page | Management | For | For |
| 1b | Elect Director Sergey Brin | Management | For | For |
| 1c | Elect Director Sundar Pichai | Management | For | For |
| 1d | Elect Director John L. Hennessy | Management | For | For |
| 1e | Elect Director Frances H. Arnold | Management | For | For |
| 1f | Elect Director R. Martin "Marty" Chavez | Management | For | For |
| 1g | Elect Director L. John Doerr | Management | For | Against |
| 1h | Elect Director Roger W. Ferguson, Jr. | Management | For | For |
| 1i | Elect Director Ann Mather | Management | For | For |
| 1j | Elect Director K. Ram Shriram | Management | For | Against |
| 1k | Elect Director Robin L. Washington | Management | For | Against |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 5 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Against | Against |
| 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Against | For |
| 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Against | Against |
| 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Against | Against |
| 14 | Report on Content Governance and Censorship | Shareholder | Against | Against |
| 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Against | Against |
| 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 17 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| ALTRIA GROUP, INC. MEETING DATE: MAY 18, 2023 |
||||
| TICKER: MO SECURITY ID: 02209S103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian L.T. Clarke | Management | For | For |
| 1b | Elect Director Marjorie M. Connelly | Management | For | For |
| 1c | Elect Director R. Matt Davis | Management | For | For |
| 1d | Elect Director William F. Gifford, Jr. | Management | For | For |
| 1e | Elect Director Jacinto J. Hernandez | Management | For | For |
| 1f | Elect Director Debra J. Kelly-Ennis | Management | For | For |
| 1g | Elect Director Kathryn B. McQuade | Management | For | For |
| 1h | Elect Director George Munoz | Management | For | For |
| 1i | Elect Director Nabil Y. Sakkab | Management | For | For |
| 1j | Elect Director Virginia E. Shanks | Management | For | For |
| 1k | Elect Director Ellen R. Strahlman | Management | For | For |
| 1l | Elect Director M. Max Yzaguirre | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 6 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| AMADEUS IT GROUP SA MEETING DATE: JUN 20, 2023 |
||||
| TICKER: AMS SECURITY ID: E04648114 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 2 | Approve Non-Financial Information Statement | Management | For | For |
| 3 | Advisory Vote on Remuneration Report | Management | For | For |
| 4 | Approve Allocation of Income and Dividends | Management | For | For |
| 5 | Approve Discharge of Board | Management | For | For |
| 6.1 | Elect Frits Dirk van Paasschen as Director | Management | For | For |
| 6.2 | Reelect William Connelly as Director | Management | For | For |
| 6.3 | Reelect Luis Maroto Camino as Director | Management | For | For |
| 6.4 | Reelect Pilar Garcia Ceballos-Zuniga as Director | Management | For | For |
| 6.5 | Reelect Stephan Gemkow as Director | Management | For | For |
| 6.6 | Reelect Peter Kuerpick as Director | Management | For | For |
| 6.7 | Reelect Xiaoqun Clever as Director | Management | For | For |
| 7 | Approve Remuneration of Directors | Management | For | For |
| 8 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| AMAZON.COM, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: AMZN SECURITY ID: 023135106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey P. Bezos | Management | For | For |
| 1b | Elect Director Andrew R. Jassy | Management | For | For |
| 1c | Elect Director Keith B. Alexander | Management | For | For |
| 1d | Elect Director Edith W. Cooper | Management | For | For |
| 1e | Elect Director Jamie S. Gorelick | Management | For | For |
| 1f | Elect Director Daniel P. Huttenlocher | Management | For | For |
| 1g | Elect Director Judith A. McGrath | Management | For | For |
| 1h | Elect Director Indra K. Nooyi | Management | For | For |
| 1i | Elect Director Jonathan J. Rubinstein | Management | For | For |
| 1j | Elect Director Patricia Q. Stonesifer | Management | For | For |
| 1k | Elect Director Wendell P. Weeks | Management | For | For |
| 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 7 | Report on Customer Due Diligence | Shareholder | Against | Against |
| 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Against | Against |
| 9 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Against | Against |
| 11 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 12 | Report on Climate Lobbying | Shareholder | Against | Against |
| 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Against | For |
| 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Against | Against |
| 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 16 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| 17 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Against | Against |
| 18 | Report on Animal Welfare Standards | Shareholder | Against | Against |
| 19 | Establish a Public Policy Committee | Shareholder | Against | Against |
| 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Against | Against |
| 21 | Commission a Third Party Audit on Working Conditions | Shareholder | Against | Against |
| 22 | Report on Efforts to Reduce Plastic Use | Shareholder | Against | For |
| 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Against | Against |
| AMERICAN TOWER CORPORATION MEETING DATE: MAY 24, 2023 |
||||
| TICKER: AMT SECURITY ID: 03027X100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas A. Bartlett | Management | For | For |
| 1b | Elect Director Kelly C. Chambliss | Management | For | For |
| 1c | Elect Director Teresa H. Clarke | Management | For | For |
| 1d | Elect Director Raymond P. Dolan | Management | For | For |
| 1e | Elect Director Kenneth R. Frank | Management | For | For |
| 1f | Elect Director Robert D. Hormats | Management | For | For |
| 1g | Elect Director Grace D. Lieblein | Management | For | For |
| 1h | Elect Director Craig Macnab | Management | For | For |
| 1i | Elect Director JoAnn A. Reed | Management | For | For |
| 1j | Elect Director Pamela D. A. Reeve | Management | For | For |
| 1k | Elect Director Bruce L. Tanner | Management | For | For |
| 1l | Elect Director Samme L. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| ANALOG DEVICES, INC. MEETING DATE: MAR 08, 2023 |
||||
| TICKER: ADI SECURITY ID: 032654105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Vincent Roche | Management | For | For |
| 1b | Elect Director James A. Champy | Management | For | For |
| 1c | Elect Director Andre Andonian | Management | For | For |
| 1d | Elect Director Anantha P. Chandrakasan | Management | For | For |
| 1e | Elect Director Edward H. Frank | Management | For | For |
| 1f | Elect Director Laurie H. Glimcher | Management | For | For |
| 1g | Elect Director Karen M. Golz | Management | For | For |
| 1h | Elect Director Mercedes Johnson | Management | For | For |
| 1i | Elect Director Kenton J. Sicchitano | Management | For | For |
| 1j | Elect Director Ray Stata | Management | For | For |
| 1k | Elect Director Susie Wee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| APPLE INC. MEETING DATE: MAR 10, 2023 |
||||
| TICKER: AAPL SECURITY ID: 037833100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director James Bell | Management | For | For |
| 1b | Elect Director Tim Cook | Management | For | For |
| 1c | Elect Director Al Gore | Management | For | For |
| 1d | Elect Director Alex Gorsky | Management | For | For |
| 1e | Elect Director Andrea Jung | Management | For | For |
| 1f | Elect Director Art Levinson | Management | For | For |
| 1g | Elect Director Monica Lozano | Management | For | For |
| 1h | Elect Director Ron Sugar | Management | For | For |
| 1i | Elect Director Sue Wagner | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 6 | Report on Operations in Communist China | Shareholder | Against | Against |
| 7 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Against | Against |
| 8 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | For |
| 9 | Amend Proxy Access Right | Shareholder | Against | Against |
| APPLIED MATERIALS, INC. MEETING DATE: MAR 09, 2023 |
||||
| TICKER: AMAT SECURITY ID: 038222105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rani Borkar | Management | For | For |
| 1b | Elect Director Judy Bruner | Management | For | For |
| 1c | Elect Director Xun (Eric) Chen | Management | For | For |
| 1d | Elect Director Aart J. de Geus | Management | For | For |
| 1e | Elect Director Gary E. Dickerson | Management | For | For |
| 1f | Elect Director Thomas J. Iannotti | Management | For | For |
| 1g | Elect Director Alexander A. Karsner | Management | For | For |
| 1h | Elect Director Kevin P. March | Management | For | For |
| 1i | Elect Director Yvonne McGill | Management | For | For |
| 1j | Elect Director Scott A. McGregor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Improve Executive Compensation Program and Policy | Shareholder | Against | Against |
| ARGENX SE MEETING DATE: SEP 08, 2022 |
||||
| TICKER: ARGX SECURITY ID: 04016X101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Camilla Sylvest as Non-Executive Director | Management | For | For |
| 3 | Other Business (Non-Voting) | Management | None | None |
| 4 | Close Meeting | Management | None | None |
| ARGENX SE MEETING DATE: DEC 12, 2022 |
||||
| TICKER: ARGX SECURITY ID: 04016X101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Elect Ana Cespedes as Non-Executive Director | Management | For | For |
| 3 | Other Business (Non-Voting) | Management | None | None |
| 4 | Close Meeting | Management | None | None |
| ARGENX SE MEETING DATE: MAY 02, 2023 |
||||
| TICKER: ARGX SECURITY ID: 04016X101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Report of Management Board (Non-Voting) | Management | None | None |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4.a | Discuss Annual Report for FY 2022 | Management | None | None |
| 4.b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4.c | Discussion on Company's Corporate Governance Structure | Management | None | None |
| 4.d | Approve Allocation of Losses to the Retained Earnings of the Company | Management | For | For |
| 4.e | Approve Discharge of Directors | Management | For | For |
| 5 | Reelect Don deBethizy as Non-Executive Director | Management | For | Against |
| 6 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights | Management | For | For |
| 7 | Ratify Deloitte Accountants B.V. as Auditors | Management | For | For |
| 8 | Other Business (Non-Voting) | Management | None | None |
| 9 | Close Meeting | Management | None | None |
| AUTODESK, INC. MEETING DATE: JUN 21, 2023 |
||||
| TICKER: ADSK SECURITY ID: 052769106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andrew Anagnost | Management | For | For |
| 1b | Elect Director Karen Blasing | Management | For | For |
| 1c | Elect Director Reid French | Management | For | For |
| 1d | Elect Director Ayanna Howard | Management | For | For |
| 1e | Elect Director Blake Irving | Management | For | For |
| 1f | Elect Director Mary T. McDowell | Management | For | For |
| 1g | Elect Director Stephen Milligan | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Elizabeth (Betsy) Rafael | Management | For | For |
| 1j | Elect Director Rami Rahim | Management | For | For |
| 1k | Elect Director Stacy J. Smith | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| AXALTA COATING SYSTEMS LTD. MEETING DATE: JUN 07, 2023 |
||||
| TICKER: AXTA SECURITY ID: G0750C108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jan A. Bertsch | Management | For | For |
| 1.2 | Elect Director Steven M. Chapman | Management | For | For |
| 1.3 | Elect Director William M. Cook | Management | For | For |
| 1.4 | Elect Director Tyrone M. Jordan | Management | For | For |
| 1.5 | Elect Director Deborah J. Kissire | Management | For | For |
| 1.6 | Elect Director Robert M. McLaughlin | Management | For | For |
| 1.7 | Elect Director Rakesh Sachdev | Management | For | For |
| 1.8 | Elect Director Samuel L. Smolik | Management | For | For |
| 1.9 | Elect Director Chris Villavarayan | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| BAKER HUGHES COMPANY MEETING DATE: MAY 16, 2023 |
||||
| TICKER: BKR SECURITY ID: 05722G100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director W. Geoffrey Beattie | Management | For | For |
| 1.2 | Elect Director Gregory D. Brenneman | Management | For | For |
| 1.3 | Elect Director Cynthia B. Carroll | Management | For | For |
| 1.4 | Elect Director Nelda J. Connors | Management | For | For |
| 1.5 | Elect Director Michael R. Dumais | Management | For | For |
| 1.6 | Elect Director Lynn L. Elsenhans | Management | For | For |
| 1.7 | Elect Director John G. Rice | Management | For | For |
| 1.8 | Elect Director Lorenzo Simonelli | Management | For | For |
| 1.9 | Elect Director Mohsen Sohi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| BANK OF AMERICA CORPORATION MEETING DATE: APR 25, 2023 |
||||
| TICKER: BAC SECURITY ID: 060505104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharon L. Allen | Management | For | For |
| 1b | Elect Director Jose (Joe) E. Almeida | Management | For | For |
| 1c | Elect Director Frank P. Bramble, Sr. | Management | For | For |
| 1d | Elect Director Pierre J.P. de Weck | Management | For | For |
| 1e | Elect Director Arnold W. Donald | Management | For | For |
| 1f | Elect Director Linda P. Hudson | Management | For | For |
| 1g | Elect Director Monica C. Lozano | Management | For | For |
| 1h | Elect Director Brian T. Moynihan | Management | For | For |
| 1i | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1j | Elect Director Denise L. Ramos | Management | For | For |
| 1k | Elect Director Clayton S. Rose | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 1m | Elect Director Thomas D. Woods | Management | For | For |
| 1n | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 8 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 11 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| BECTON, DICKINSON AND COMPANY MEETING DATE: JAN 24, 2023 |
||||
| TICKER: BDX SECURITY ID: 075887109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director William M. Brown | Management | For | For |
| 1.2 | Elect Director Catherine M. Burzik | Management | For | For |
| 1.3 | Elect Director Carrie L. Byington | Management | For | For |
| 1.4 | Elect Director R. Andrew Eckert | Management | For | For |
| 1.5 | Elect Director Claire M. Fraser | Management | For | For |
| 1.6 | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1.7 | Elect Director Christopher Jones | Management | For | For |
| 1.8 | Elect Director Marshall O. Larsen | Management | For | For |
| 1.9 | Elect Director Thomas E. Polen | Management | For | For |
| 1.10 | Elect Director Timothy M. Ring | Management | For | For |
| 1.11 | Elect Director Bertram L. Scott | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BEIJER REF AB MEETING DATE: NOV 10, 2022 |
||||
| TICKER: BEIJ.B SECURITY ID: W14029123 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Designate Inspector(s) of Minutes of Meeting | Management | For | Did Not Vote |
| 3 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 4 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 5 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 6 | Determine Number of Members (8) and Deputy Members (0) of Board | Management | For | Did Not Vote |
| 7 | Approve Remuneration of Directors | Management | For | Did Not Vote |
| 8 | Elect Nathalie Delbreuve as New Director | Management | For | Did Not Vote |
| 9 | Amend Articles Re: Set Minimum (SEK 250 Million) and Maximum (SEK 500 Million) Share Capital; Set Minimum (250 Million) and Maximum (500 Million) Number of Shares | Management | For | Did Not Vote |
| 10 | Approve Creation of 10 Percent of Pool of Capital without Preemptive Rights | Management | For | Did Not Vote |
| BEIJER REF AB MEETING DATE: FEB 17, 2023 |
||||
| TICKER: BEIJ.B SECURITY ID: W14029123 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Prepare and Approve List of Shareholders | Management | None | None |
| 3 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 4 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 5 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 6 | Amend Articles Re: Set Minimum (SEK 350 Million) and Maximum (SEK 800 Million) Share Capital; Set Minimum (350 Million) and Maximum (800 Million) Number of Shares | Management | For | Did Not Vote |
| 7 | Approve Creation of Pool of Capital with Preemptive Rights | Management | For | Did Not Vote |
| BEIJER REF AB MEETING DATE: APR 25, 2023 |
||||
| TICKER: BEIJ.B SECURITY ID: W14029123 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Madeleine Rydberger as Chairman of Meeting | Management | For | Did Not Vote |
| 2 | Prepare and Approve List of Shareholders | Management | For | Did Not Vote |
| 3 | Approve Agenda of Meeting | Management | For | Did Not Vote |
| 4 | Designate Inspector(s) of Minutes of Meeting | Management | None | None |
| 5 | Acknowledge Proper Convening of Meeting | Management | For | Did Not Vote |
| 6 | Receive CEO's Report | Management | None | None |
| 7 | Receive Financial Statements and Statutory Reports | Management | None | None |
| 8.a | Accept Financial Statements and Statutory Reports | Management | For | Did Not Vote |
| 8.b | Approve Allocation of Income and Dividends of SEK 0.94 Per Share | Management | For | Did Not Vote |
| 8.c | Approve Remuneration Report | Management | For | Did Not Vote |
| 8.d.1 | Approve Discharge of Kate Swann | Management | For | Did Not Vote |
| 8.d.2 | Approve Discharge of Per Bertland | Management | For | Did Not Vote |
| 8.d.3 | Approve Discharge of Nathalie Delbreuves | Management | For | Did Not Vote |
| 8.d.4 | Approve Discharge of Albert Gustafsson | Management | For | Did Not Vote |
| 8.d.5 | Approve Discharge of Kerstin Lindvall | Management | For | Did Not Vote |
| 8.d.6 | Approve Discharge of Joen Magnusson | Management | For | Did Not Vote |
| 8.d.7 | Approve Discharge of Frida Norrbom Sams | Management | For | Did Not Vote |
| 8.d.8 | Approve Discharge of William Striebe | Management | For | Did Not Vote |
| 8.d.9 | Approve Discharge of Christopher Norbye | Management | For | Did Not Vote |
| 9 | Determine Number of Members (8) and Deputy Members of Board (0) | Management | For | Did Not Vote |
| 10 | Approve Remuneration of Directors in the Amount of SEK 840,000 for Chairman and SEK 410,000 for Other Directors; Approve Remuneration for Committee Work | Management | For | Did Not Vote |
| 11 | Approve Remuneration of Auditors | Management | For | Did Not Vote |
| 12.a | Reelect Per Bertland as Director | Management | For | Did Not Vote |
| 12.b | Reelect Nathalie Delbreuve as Director | Management | For | Did Not Vote |
| 12.c | Reelect Albert Gustafsson as Director | Management | For | Did Not Vote |
| 12.d | Reelect Kerstin Lindvall as Director | Management | For | Did Not Vote |
| 12.e | Reelect Joen Magnusson as Director | Management | For | Did Not Vote |
| 12.f | Reelect Frida Norrbom Sams as Director | Management | For | Did Not Vote |
| 12.g | Reelect William Striebe as Director | Management | For | Did Not Vote |
| 12.h | Reelect Kate Swann as Director | Management | For | Did Not Vote |
| 12.i | Reelect Kate Swann as Board Chair | Management | For | Did Not Vote |
| 13 | Ratify Deloitte as Auditors | Management | For | Did Not Vote |
| 14 | Approve Creation of Pool of Capital without Preemptive Rights | Management | For | Did Not Vote |
| 15 | Approve Stock Option Plan for Key Employees; Authorize Share Repurchase Program to Finance Equity Plan; Authorize Transfer of up to 1.6 Million Class B Shares in Connection with Incentive Program | Management | For | Did Not Vote |
| 16 | Approve Remuneration Policy And Other Terms of Employment For Executive Management | Management | For | Did Not Vote |
| 17 | Close Meeting | Management | None | None |
| BOOKING HOLDINGS INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: BKNG SECURITY ID: 09857L108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Glenn D. Fogel | Management | For | For |
| 1.2 | Elect Director Mirian M. Graddick-Weir | Management | For | For |
| 1.3 | Elect Director Wei Hopeman | Management | For | For |
| 1.4 | Elect Director Robert J. Mylod, Jr. | Management | For | For |
| 1.5 | Elect Director Charles H. Noski | Management | For | For |
| 1.6 | Elect Director Larry Quinlan | Management | For | For |
| 1.7 | Elect Director Nicholas J. Read | Management | For | For |
| 1.8 | Elect Director Thomas E. Rothman | Management | For | For |
| 1.9 | Elect Director Sumit Singh | Management | For | For |
| 1.10 | Elect Director Lynn Vojvodich Radakovich | Management | For | For |
| 1.11 | Elect Director Vanessa A. Wittman | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| BORGWARNER INC. MEETING DATE: APR 26, 2023 |
||||
| TICKER: BWA SECURITY ID: 099724106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Sara A. Greenstein | Management | For | For |
| 1B | Elect Director Michael S. Hanley | Management | For | For |
| 1C | Elect Director Frederic B. Lissalde | Management | For | For |
| 1D | Elect Director Shaun E. McAlmont | Management | For | For |
| 1E | Elect Director Deborah D. McWhinney | Management | For | For |
| 1F | Elect Director Alexis P. Michas | Management | For | For |
| 1G | Elect Director Sailaja K. Shankar | Management | For | For |
| 1H | Elect Director Hau N. Thai-Tang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Just Transition | Shareholder | Against | Against |
| BOSTON SCIENTIFIC CORPORATION MEETING DATE: MAY 04, 2023 |
||||
| TICKER: BSX SECURITY ID: 101137107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nelda J. Connors | Management | For | For |
| 1b | Elect Director Charles J. Dockendorff | Management | For | For |
| 1c | Elect Director Yoshiaki Fujimori | Management | For | For |
| 1d | Elect Director Edward J. Ludwig | Management | For | For |
| 1e | Elect Director Michael F. Mahoney | Management | For | For |
| 1f | Elect Director David J. Roux | Management | For | For |
| 1g | Elect Director John E. Sununu | Management | For | For |
| 1h | Elect Director David S. Wichmann | Management | For | For |
| 1i | Elect Director Ellen M. Zane | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| BRISTOL-MYERS SQUIBB COMPANY MEETING DATE: MAY 02, 2023 |
||||
| TICKER: BMY SECURITY ID: 110122108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Peter J. Arduini | Management | For | For |
| 1B | Elect Director Deepak L. Bhatt | Management | For | For |
| 1C | Elect Director Giovanni Caforio | Management | For | For |
| 1D | Elect Director Julia A. Haller | Management | For | For |
| 1E | Elect Director Manuel Hidalgo Medina | Management | For | For |
| 1F | Elect Director Paula A. Price | Management | For | For |
| 1G | Elect Director Derica W. Rice | Management | For | For |
| 1H | Elect Director Theodore R. Samuels | Management | For | For |
| 1I | Elect Director Gerald L. Storch | Management | For | For |
| 1J | Elect Director Karen H. Vousden | Management | For | For |
| 1K | Elect Director Phyllis R. Yale | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Against | Against |
| 7 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| CANADIAN NATURAL RESOURCES LIMITED MEETING DATE: MAY 04, 2023 |
||||
| TICKER: CNQ SECURITY ID: 136385101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Catherine M. Best | Management | For | For |
| 1.2 | Elect Director M. Elizabeth Cannon | Management | For | For |
| 1.3 | Elect Director N. Murray Edwards | Management | For | For |
| 1.4 | Elect Director Christopher L. Fong | Management | For | For |
| 1.5 | Elect Director Gordon D. Giffin | Management | For | For |
| 1.6 | Elect Director Wilfred A. Gobert | Management | For | For |
| 1.7 | Elect Director Steve W. Laut | Management | For | For |
| 1.8 | Elect Director Tim S. McKay | Management | For | For |
| 1.9 | Elect Director Frank J. McKenna | Management | For | For |
| 1.10 | Elect Director David A. Tuer | Management | For | For |
| 1.11 | Elect Director Annette M. Verschuren | Management | For | For |
| 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| CARDINAL HEALTH, INC. MEETING DATE: NOV 09, 2022 |
||||
| TICKER: CAH SECURITY ID: 14149Y108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven K. Barg | Management | For | For |
| 1b | Elect Director Michelle M. Brennan | Management | For | For |
| 1c | Elect Director Sujatha Chandrasekaran | Management | For | For |
| 1d | Elect Director Carrie S. Cox | Management | For | For |
| 1e | Elect Director Bruce L. Downey | Management | For | For |
| 1f | Elect Director Sheri H. Edison | Management | For | For |
| 1g | Elect Director David C. Evans | Management | For | For |
| 1h | Elect Director Patricia A. Hemingway Hall | Management | For | For |
| 1i | Elect Director Jason M. Hollar | Management | For | For |
| 1j | Elect Director Akhil Johri | Management | For | For |
| 1k | Elect Director Gregory B. Kenny | Management | For | For |
| 1l | Elect Director Nancy Killefer | Management | For | For |
| 1m | Elect Director Christine A. Mundkur | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| CELLNEX TELECOM SA MEETING DATE: MAY 31, 2023 |
||||
| TICKER: CLNX SECURITY ID: E2R41M104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Consolidated and Standalone Financial Statements | Management | For | For |
| 2 | Approve Non-Financial Information Statement | Management | For | For |
| 3 | Approve Treatment of Net Loss | Management | For | For |
| 4 | Approve Discharge of Board | Management | For | For |
| 5 | Approve Dividends Charged Against Reserves | Management | For | For |
| 6 | Renew Appointment of Deloitte, S.L. as Auditor | Management | For | For |
| 7.1 | Approve Annual Maximum Remuneration | Management | For | For |
| 7.2 | Amend Remuneration Policy | Management | For | For |
| 8.1 | Fix Number of Directors at 13 | Management | For | For |
| 8.2 | Reelect Concepcion del Rivero Bermejo as Director | Management | For | For |
| 8.3 | Reelect Christian Coco as Director | Management | For | For |
| 8.4 | Ratify Appointment by Co-option of Ana Garcia Fau as Director | Management | For | For |
| 8.5 | Ratify Appointment by Co-option of Jonathan Amouyal as Director | Management | For | For |
| 8.6 | Ratify Appointment by Co-option of Maria Teresa Ballester Fornes as Director | Management | For | For |
| 8.7 | Elect Oscar Fanjul Martin as Director | Management | For | For |
| 8.8 | Elect Dominique D'Hinnin as Director | Management | For | For |
| 8.9 | Elect Marco Patuano as Director | Management | For | For |
| 9 | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | Management | For | For |
| 10 | Authorize Increase in Capital up to 50 Percent via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 10 Percent | Management | For | For |
| 11 | Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities with Exclusion of Preemptive Rights up to 10 Percent of Capital | Management | For | For |
| 12 | Authorize Board to Ratify and Execute Approved Resolutions | Management | For | For |
| 13 | Advisory Vote on Remuneration Report | Management | For | For |
| CENOVUS ENERGY INC. MEETING DATE: APR 26, 2023 |
||||
| TICKER: CVE SECURITY ID: 15135U109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2.1 | Elect Director Keith M. Casey | Management | For | For |
| 2.2 | Elect Director Canning K.N. Fok | Management | For | For |
| 2.3 | Elect Director Jane E. Kinney | Management | For | For |
| 2.4 | Elect Director Harold (Hal) N. Kvisle | Management | For | For |
| 2.5 | Elect Director Eva L. Kwok | Management | For | For |
| 2.6 | Elect Director Melanie A. Little | Management | For | For |
| 2.7 | Elect Director Richard J. Marcogliese | Management | For | For |
| 2.8 | Elect Director Jonathan M. McKenzie | Management | For | For |
| 2.9 | Elect Director Claude Mongeau | Management | For | For |
| 2.10 | Elect Director Alexander J. Pourbaix | Management | For | For |
| 2.11 | Elect Director Wayne E. Shaw | Management | For | For |
| 2.12 | Elect Director Frank J. Sixt | Management | For | For |
| 2.13 | Elect Director Rhonda I. Zygocki | Management | For | For |
| 3 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 4 | Report on Lobbying and Policy Advocacy with its Net Zero Goal | Shareholder | For | For |
| CENTENE CORPORATION MEETING DATE: SEP 27, 2022 |
||||
| TICKER: CNC SECURITY ID: 15135B101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Declassify the Board of Directors | Management | For | For |
| 2 | Provide Right to Call Special Meeting | Management | For | For |
| 3 | Provide Right to Act by Written Consent | Management | For | For |
| 4 | Adjourn Meeting | Management | For | For |
| CENTENE CORPORATION MEETING DATE: MAY 10, 2023 |
||||
| TICKER: CNC SECURITY ID: 15135B101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jessica L. Blume | Management | For | For |
| 1b | Elect Director Kenneth A. Burdick | Management | For | For |
| 1c | Elect Director Christopher J. Coughlin | Management | For | For |
| 1d | Elect Director H. James Dallas | Management | For | For |
| 1e | Elect Director Wayne S. DeVeydt | Management | For | For |
| 1f | Elect Director Frederick H. Eppinger | Management | For | For |
| 1g | Elect Director Monte E. Ford | Management | For | For |
| 1h | Elect Director Sarah M. London | Management | For | For |
| 1i | Elect Director Lori J. Robinson | Management | For | For |
| 1j | Elect Director Theodore R. Samuels | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 6 | Report on Maternal Morbidity Reduction Metrics in Executive Compensation | Shareholder | Against | Against |
| CHART INDUSTRIES, INC. MEETING DATE: MAY 25, 2023 |
||||
| TICKER: GTLS SECURITY ID: 16115Q308 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jillian C. Evanko | Management | For | For |
| 1.2 | Elect Director Andrew R. Cichocki | Management | For | For |
| 1.3 | Elect Director Paula M. Harris | Management | For | For |
| 1.4 | Elect Director Linda A. Harty | Management | For | For |
| 1.5 | Elect Director Paul E. Mahoney | Management | For | For |
| 1.6 | Elect Director Singleton B. McAllister | Management | For | For |
| 1.7 | Elect Director Michael L. Molinini | Management | For | For |
| 1.8 | Elect Director David M. Sagehorn | Management | For | For |
| 1.9 | Elect Director Spencer S. Stiles | Management | For | For |
| 1.10 | Elect Director Roger A. Strauch | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| CHARTER COMMUNICATIONS, INC. MEETING DATE: APR 25, 2023 |
||||
| TICKER: CHTR SECURITY ID: 16119P108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director W. Lance Conn | Management | For | For |
| 1b | Elect Director Kim C. Goodman | Management | For | For |
| 1c | Elect Director Craig A. Jacobson | Management | For | Against |
| 1d | Elect Director Gregory B. Maffei | Management | For | For |
| 1e | Elect Director John D. Markley, Jr. | Management | For | Against |
| 1f | Elect Director David C. Merritt | Management | For | For |
| 1g | Elect Director James E. Meyer | Management | For | Against |
| 1h | Elect Director Steven A. Miron | Management | For | For |
| 1i | Elect Director Balan Nair | Management | For | For |
| 1j | Elect Director Michael A. Newhouse | Management | For | Against |
| 1k | Elect Director Mauricio Ramos | Management | For | For |
| 1l | Elect Director Thomas M. Rutledge | Management | For | For |
| 1m | Elect Director Eric L. Zinterhofer | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | Three Years | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| CHUBB LIMITED MEETING DATE: MAY 17, 2023 |
||||
| TICKER: CB SECURITY ID: H1467J104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2.1 | Allocate Disposable Profit | Management | For | For |
| 2.2 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | For | For |
| 3 | Approve Discharge of Board of Directors | Management | For | For |
| 4.1 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | For | For |
| 4.2 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | For | For |
| 4.3 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | For | For |
| 5.1 | Elect Director Evan G. Greenberg | Management | For | For |
| 5.2 | Elect Director Michael P. Connors | Management | For | For |
| 5.3 | Elect Director Michael G. Atieh | Management | For | For |
| 5.4 | Elect Director Kathy Bonanno | Management | For | For |
| 5.5 | Elect Director Nancy K. Buese | Management | For | For |
| 5.6 | Elect Director Sheila P. Burke | Management | For | For |
| 5.7 | Elect Director Michael L. Corbat | Management | For | For |
| 5.8 | Elect Director Robert J. Hugin | Management | For | For |
| 5.9 | Elect Director Robert W. Scully | Management | For | For |
| 5.10 | Elect Director Theodore E. Shasta | Management | For | For |
| 5.11 | Elect Director David H. Sidwell | Management | For | For |
| 5.12 | Elect Director Olivier Steimer | Management | For | For |
| 5.13 | Elect Director Frances F. Townsend | Management | For | For |
| 6 | Elect Evan G. Greenberg as Board Chairman | Management | For | For |
| 7.1 | Elect Michael P. Connors as Member of the Compensation Committee | Management | For | For |
| 7.2 | Elect David H. Sidwell as Member of the Compensation Committee | Management | For | For |
| 7.3 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | For | For |
| 8 | Designate Homburger AG as Independent Proxy | Management | For | For |
| 9.1 | Amend Articles Relating to Swiss Corporate Law Updates | Management | For | For |
| 9.2 | Amend Articles to Advance Notice Period | Management | For | For |
| 10.1 | Cancel Repurchased Shares | Management | For | For |
| 10.2 | Reduction of Par Value | Management | For | For |
| 11.1 | Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | For | For |
| 11.2 | Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | For | For |
| 11.3 | Approve Remuneration Report | Management | For | For |
| 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 13 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 14 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 15 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| CME GROUP INC. MEETING DATE: MAY 04, 2023 |
||||
| TICKER: CME SECURITY ID: 12572Q105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence A. Duffy | Management | For | For |
| 1b | Elect Director Kathryn Benesh | Management | For | For |
| 1c | Elect Director Timothy S. Bitsberger | Management | For | For |
| 1d | Elect Director Charles P. Carey | Management | For | For |
| 1e | Elect Director Bryan T. Durkin | Management | For | For |
| 1f | Elect Director Harold Ford, Jr. | Management | For | For |
| 1g | Elect Director Martin J. Gepsman | Management | For | For |
| 1h | Elect Director Larry G. Gerdes | Management | For | For |
| 1i | Elect Director Daniel R. Glickman | Management | For | For |
| 1j | Elect Director Daniel G. Kaye | Management | For | For |
| 1k | Elect Director Phyllis M. Lockett | Management | For | For |
| 1l | Elect Director Deborah J. Lucas | Management | For | For |
| 1m | Elect Director Terry L. Savage | Management | For | For |
| 1n | Elect Director Rahael Seifu | Management | For | For |
| 1o | Elect Director William R. Shepard | Management | For | For |
| 1p | Elect Director Howard J. Siegel | Management | For | For |
| 1q | Elect Director Dennis A. Suskind | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COLGATE-PALMOLIVE COMPANY MEETING DATE: MAY 12, 2023 |
||||
| TICKER: CL SECURITY ID: 194162103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director John P. Bilbrey | Management | For | For |
| 1b | Elect Director John T. Cahill | Management | For | For |
| 1c | Elect Director Steve Cahillane | Management | For | For |
| 1d | Elect Director Lisa M. Edwards | Management | For | For |
| 1e | Elect Director C. Martin Harris | Management | For | For |
| 1f | Elect Director Martina Hund-Mejean | Management | For | For |
| 1g | Elect Director Kimberly A. Nelson | Management | For | For |
| 1h | Elect Director Lorrie M. Norrington | Management | For | For |
| 1i | Elect Director Michael B. Polk | Management | For | For |
| 1j | Elect Director Stephen I. Sadove | Management | For | For |
| 1k | Elect Director Noel R. Wallace | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| COMCAST CORPORATION MEETING DATE: JUN 07, 2023 |
||||
| TICKER: CMCSA SECURITY ID: 20030N101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Kenneth J. Bacon | Management | For | For |
| 1.2 | Elect Director Thomas J. Baltimore, Jr. | Management | For | For |
| 1.3 | Elect Director Madeline S. Bell | Management | For | For |
| 1.4 | Elect Director Edward D. Breen | Management | For | For |
| 1.5 | Elect Director Gerald L. Hassell | Management | For | For |
| 1.6 | Elect Director Jeffrey A. Honickman | Management | For | For |
| 1.7 | Elect Director Maritza G. Montiel | Management | For | For |
| 1.8 | Elect Director Asuka Nakahara | Management | For | For |
| 1.9 | Elect Director David C. Novak | Management | For | For |
| 1.10 | Elect Director Brian L. Roberts | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Oversee and Report on a Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Climate Risk in Retirement Plan Options | Shareholder | Against | Against |
| 9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Against | Against |
| 10 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| COMERICA INCORPORATED MEETING DATE: APR 25, 2023 |
||||
| TICKER: CMA SECURITY ID: 200340107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Nancy Avila | Management | For | For |
| 1.2 | Elect Director Michael E. Collins | Management | For | For |
| 1.3 | Elect Director Roger A. Cregg | Management | For | For |
| 1.4 | Elect Director Curtis C. Farmer | Management | For | For |
| 1.5 | Elect Director Jacqueline P. Kane | Management | For | For |
| 1.6 | Elect Director Derek J. Kerr | Management | For | For |
| 1.7 | Elect Director Richard G. Lindner | Management | For | For |
| 1.8 | Elect Director Jennifer H. Sampson | Management | For | For |
| 1.9 | Elect Director Barbara R. Smith | Management | For | For |
| 1.10 | Elect Director Robert S. Taubman | Management | For | For |
| 1.11 | Elect Director Reginald M. Turner, Jr. | Management | For | For |
| 1.12 | Elect Director Nina G. Vaca | Management | For | For |
| 1.13 | Elect Director Michael G. Van de Ven | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| COSTCO WHOLESALE CORPORATION MEETING DATE: JAN 19, 2023 |
||||
| TICKER: COST SECURITY ID: 22160K105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Susan L. Decker | Management | For | For |
| 1b | Elect Director Kenneth D. Denman | Management | For | For |
| 1c | Elect Director Richard A. Galanti | Management | For | For |
| 1d | Elect Director Hamilton E. James | Management | For | For |
| 1e | Elect Director W. Craig Jelinek | Management | For | For |
| 1f | Elect Director Sally Jewell | Management | For | For |
| 1g | Elect Director Charles T. Munger | Management | For | For |
| 1h | Elect Director Jeffrey S. Raikes | Management | For | For |
| 1i | Elect Director John W. Stanton | Management | For | For |
| 1j | Elect Director Ron M. Vachris | Management | For | For |
| 1k | Elect Director Mary Agnes (Maggie) Wilderotter | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| CROWN CASTLE INC. MEETING DATE: MAY 17, 2023 |
||||
| TICKER: CCI SECURITY ID: 22822V101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director P. Robert Bartolo | Management | For | For |
| 1b | Elect Director Jay A. Brown | Management | For | For |
| 1c | Elect Director Cindy Christy | Management | For | For |
| 1d | Elect Director Ari Q. Fitzgerald | Management | For | For |
| 1e | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1f | Elect Director Tammy K. Jones | Management | For | For |
| 1g | Elect Director Anthony J. Melone | Management | For | For |
| 1h | Elect Director W. Benjamin Moreland | Management | For | For |
| 1i | Elect Director Kevin A. Stephens | Management | For | For |
| 1j | Elect Director Matthew Thornton, III | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Charter to Allow Exculpation of Certain Officers | Management | For | For |
| CUMMINS INC. MEETING DATE: MAY 09, 2023 |
||||
| TICKER: CMI SECURITY ID: 231021106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect Director N. Thomas Linebarger | Management | For | For |
| 2 | Elect Director Jennifer W. Rumsey | Management | For | For |
| 3 | Elect Director Gary L. Belske | Management | For | For |
| 4 | Elect Director Robert J. Bernhard | Management | For | For |
| 5 | Elect Director Bruno V. Di Leo Allen | Management | For | For |
| 6 | Elect Director Stephen B. Dobbs | Management | For | For |
| 7 | Elect Director Carla A. Harris | Management | For | For |
| 8 | Elect Director Thomas J. Lynch | Management | For | For |
| 9 | Elect Director William I. Miller | Management | For | For |
| 10 | Elect Director Georgia R. Nelson | Management | For | For |
| 11 | Elect Director Kimberly A. Nelson | Management | For | For |
| 12 | Elect Director Karen H. Quintos | Management | For | For |
| 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 14 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 15 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Amend Nonqualified Employee Stock Purchase Plan | Management | For | For |
| 17 | Require Independent Board Chairman | Shareholder | Against | Against |
| 18 | Disclose Plan to Link Executive Compensation to GHG Emissions Reduction Goals | Shareholder | Against | Against |
| CVS HEALTH CORPORATION MEETING DATE: MAY 18, 2023 |
||||
| TICKER: CVS SECURITY ID: 126650100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Fernando Aguirre | Management | For | For |
| 1b | Elect Director Jeffrey R. Balser | Management | For | For |
| 1c | Elect Director C. David Brown, II | Management | For | For |
| 1d | Elect Director Alecia A. DeCoudreaux | Management | For | For |
| 1e | Elect Director Nancy-Ann M. DeParle | Management | For | For |
| 1f | Elect Director Roger N. Farah | Management | For | For |
| 1g | Elect Director Anne M. Finucane | Management | For | For |
| 1h | Elect Director Edward J. Ludwig | Management | For | For |
| 1i | Elect Director Karen S. Lynch | Management | For | For |
| 1j | Elect Director Jean-Pierre Millon | Management | For | For |
| 1k | Elect Director Mary L. Schapiro | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Adopt a Paid Sick Leave Policy | Shareholder | Against | Against |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | For |
| 9 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| DANAHER CORPORATION MEETING DATE: MAY 09, 2023 |
||||
| TICKER: DHR SECURITY ID: 235851102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rainer M. Blair | Management | For | For |
| 1b | Elect Director Feroz Dewan | Management | For | For |
| 1c | Elect Director Linda Filler | Management | For | For |
| 1d | Elect Director Teri List | Management | For | For |
| 1e | Elect Director Walter G. Lohr, Jr. | Management | For | For |
| 1f | Elect Director Jessica L. Mega | Management | For | For |
| 1g | Elect Director Mitchell P. Rales | Management | For | For |
| 1h | Elect Director Steven M. Rales | Management | For | For |
| 1i | Elect Director Pardis C. Sabeti | Management | For | For |
| 1j | Elect Director A. Shane Sanders | Management | For | For |
| 1k | Elect Director John T. Schwieters | Management | For | For |
| 1l | Elect Director Alan G. Spoon | Management | For | For |
| 1m | Elect Director Raymond C. Stevens | Management | For | For |
| 1n | Elect Director Elias A. Zerhouni | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | Against |
| DIAGEO PLC MEETING DATE: OCT 06, 2022 |
||||
| TICKER: DGE SECURITY ID: 25243Q205 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Final Dividend | Management | For | For |
| 4 | Elect Karen Blackett as Director | Management | For | For |
| 5 | Re-elect Melissa Bethell as Director | Management | For | For |
| 6 | Re-elect Lavanya Chandrashekar as Director | Management | For | For |
| 7 | Re-elect Valerie Chapoulaud-Floquet as Director | Management | For | For |
| 8 | Re-elect Javier Ferran as Director | Management | For | For |
| 9 | Re-elect Susan Kilsby as Director | Management | For | For |
| 10 | Re-elect Sir John Manzoni as Director | Management | For | For |
| 11 | Re-elect Lady Mendelsohn as Director | Management | For | For |
| 12 | Re-elect Ivan Menezes as Director | Management | For | For |
| 13 | Re-elect Alan Stewart as Director | Management | For | For |
| 14 | Re-elect Ireena Vittal as Director | Management | For | For |
| 15 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 16 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Amend Irish Share Ownership Plan | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| DISCOVER FINANCIAL SERVICES MEETING DATE: MAY 11, 2023 |
||||
| TICKER: DFS SECURITY ID: 254709108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jeffrey S. Aronin | Management | For | For |
| 1.2 | Elect Director Mary K. Bush | Management | For | For |
| 1.3 | Elect Director Gregory C. Case | Management | For | For |
| 1.4 | Elect Director Candace H. Duncan | Management | For | For |
| 1.5 | Elect Director Joseph F. Eazor | Management | For | For |
| 1.6 | Elect Director Roger C. Hochschild | Management | For | For |
| 1.7 | Elect Director Thomas G. Maheras | Management | For | For |
| 1.8 | Elect Director John B. Owen | Management | For | For |
| 1.9 | Elect Director David L. Rawlinson, II | Management | For | For |
| 1.10 | Elect Director Beverley A. Sibblies | Management | For | For |
| 1.11 | Elect Director Mark A. Thierer | Management | For | For |
| 1.12 | Elect Director Jennifer L. Wong | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DOUBLEVERIFY HOLDINGS, INC. MEETING DATE: JUN 01, 2023 |
||||
| TICKER: DV SECURITY ID: 25862V105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director R. Davis Noell | Management | For | For |
| 1.2 | Elect Director Lucy Stamell Dobrin | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| DUPONT DE NEMOURS, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: DD SECURITY ID: 26614N102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Amy G. Brady | Management | For | For |
| 1b | Elect Director Edward D. Breen | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director Terrence R. Curtin | Management | For | For |
| 1e | Elect Director Alexander M. Cutler | Management | For | For |
| 1f | Elect Director Eleuthere I. du Pont | Management | For | For |
| 1g | Elect Director Kristina M. Johnson | Management | For | For |
| 1h | Elect Director Luther C. Kissam | Management | For | For |
| 1i | Elect Director Frederick M. Lowery | Management | For | For |
| 1j | Elect Director Raymond J. Milchovich | Management | For | For |
| 1k | Elect Director Deanna M. Mulligan | Management | For | For |
| 1l | Elect Director Steven M. Sterin | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| DYNATRACE, INC. MEETING DATE: AUG 24, 2022 |
||||
| TICKER: DT SECURITY ID: 268150109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ambika Kapur Gadre | Management | For | For |
| 1b | Elect Director Steve Rowland | Management | For | For |
| 1c | Elect Director Kenneth 'Chip' Virnig | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| EDENRED SA MEETING DATE: MAY 11, 2023 |
||||
| TICKER: EDEN SECURITY ID: F3192L109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1 per Share | Management | For | For |
| 4 | Approve Remuneration Policy of Chairman and CEO | Management | For | For |
| 5 | Approve Remuneration Policy of Directors | Management | For | For |
| 6 | Approve Remuneration of Directors in the Aggregate Amount of EUR 840,000 | Management | For | For |
| 7 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 8 | Approve Compensation of Bertrand Dumazy, Chairman and CEO | Management | For | For |
| 9 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Management | For | For |
| 10 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 11 | Authorize up to 1.5 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions | Management | For | For |
| 12 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| ELASTIC N.V. MEETING DATE: OCT 06, 2022 |
||||
| TICKER: ESTC SECURITY ID: N14506104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohaib Abbasi | Management | For | For |
| 1b | Elect Director Caryn Marooney | Management | For | For |
| 1c | Elect Director Chetan Puttagunta | Management | For | For |
| 1d | Elect Director Steven Schuurman | Management | For | For |
| 2 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 3 | Appoint PricewaterhouseCoopers Accountants N.V. as External Auditor | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Approve Discharge of Executive Directors | Management | For | For |
| 6 | Approve Discharge of Non-Executive Directors | Management | For | For |
| 7 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 8 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| ELI LILLY AND COMPANY MEETING DATE: MAY 01, 2023 |
||||
| TICKER: LLY SECURITY ID: 532457108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director William G. Kaelin, Jr. | Management | For | For |
| 1b | Elect Director David A. Ricks | Management | For | For |
| 1c | Elect Director Marschall S. Runge | Management | For | For |
| 1d | Elect Director Karen Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Declassify the Board of Directors | Management | For | For |
| 6 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 9 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| 10 | Report on Risks of Supporting Abortion | Shareholder | Against | Against |
| 11 | Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | Shareholder | Against | Against |
| 12 | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | Shareholder | Against | For |
| 13 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Against | Against |
| EMBRAER SA MEETING DATE: APR 28, 2023 |
||||
| TICKER: EMBR3 SECURITY ID: 29082A107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | Management | For | For |
| 2 | Approve Treatment of Net Loss | Management | For | For |
| 3 | Fix Number of Directors at 11 | Management | For | For |
| 4 | Elect Directors | Management | For | Against |
| 5 | Elect Fiscal Council Members | Management | For | For |
| 6 | Approve Remuneration of Company's Management | Management | For | For |
| 7 | Approve Remuneration of Fiscal Council Members | Management | For | For |
| ENTERGY CORPORATION MEETING DATE: MAY 05, 2023 |
||||
| TICKER: ETR SECURITY ID: 29364G103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gina F. Adams | Management | For | For |
| 1b | Elect Director John H. Black | Management | For | For |
| 1c | Elect Director John R. Burbank | Management | For | For |
| 1d | Elect Director Patrick J. Condon | Management | For | For |
| 1e | Elect Director Kirkland H. Donald | Management | For | For |
| 1f | Elect Director Brian W. Ellis | Management | For | For |
| 1g | Elect Director Philip L. Frederickson | Management | For | For |
| 1h | Elect Director M. Elise Hyland | Management | For | For |
| 1i | Elect Director Stuart L. Levenick | Management | For | For |
| 1j | Elect Director Blanche Lambert Lincoln | Management | For | For |
| 1k | Elect Director Andrew S. Marsh | Management | For | For |
| 1l | Elect Director Karen A. Puckett | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| 6 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | For | For |
| EQT CORPORATION MEETING DATE: APR 19, 2023 |
||||
| TICKER: EQT SECURITY ID: 26884L109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lydia I. Beebe | Management | For | For |
| 1.2 | Elect Director Lee M. Canaan | Management | For | For |
| 1.3 | Elect Director Janet L. Carrig | Management | For | For |
| 1.4 | Elect Director Frank C. Hu | Management | For | For |
| 1.5 | Elect Director Kathryn J. Jackson | Management | For | For |
| 1.6 | Elect Director John F. McCartney | Management | For | For |
| 1.7 | Elect Director James T. McManus, II | Management | For | For |
| 1.8 | Elect Director Anita M. Powers | Management | For | For |
| 1.9 | Elect Director Daniel J. Rice, IV | Management | For | For |
| 1.10 | Elect Director Toby Z. Rice | Management | For | For |
| 1.11 | Elect Director Hallie A. Vanderhider | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EQUIFAX INC. MEETING DATE: MAY 04, 2023 |
||||
| TICKER: EFX SECURITY ID: 294429105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mark W. Begor | Management | For | For |
| 1b | Elect Director Mark L. Feidler | Management | For | For |
| 1c | Elect Director Karen L. Fichuk | Management | For | For |
| 1d | Elect Director G. Thomas Hough | Management | For | For |
| 1e | Elect Director Robert D. Marcus | Management | For | For |
| 1f | Elect Director Scott A. McGregor | Management | For | For |
| 1g | Elect Director John A. McKinley | Management | For | For |
| 1h | Elect Director Melissa D. Smith | Management | For | For |
| 1i | Elect Director Audrey Boone Tillman | Management | For | For |
| 1j | Elect Director Heather H. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Oversee and Report a Racial Equity Audit | Shareholder | Against | For |
| EQUINIX, INC. MEETING DATE: MAY 25, 2023 |
||||
| TICKER: EQIX SECURITY ID: 29444U700 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Nanci Caldwell | Management | For | For |
| 1b | Elect Director Adaire Fox-Martin | Management | For | For |
| 1c | Elect Director Ron Guerrier - Withdrawn | Management | None | None |
| 1d | Elect Director Gary Hromadko | Management | For | For |
| 1e | Elect Director Charles Meyers | Management | For | For |
| 1f | Elect Director Thomas Olinger | Management | For | For |
| 1g | Elect Director Christopher Paisley | Management | For | For |
| 1h | Elect Director Jeetu Patel | Management | For | For |
| 1i | Elect Director Sandra Rivera | Management | For | For |
| 1j | Elect Director Fidelma Russo | Management | For | For |
| 1k | Elect Director Peter Van Camp | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| EXPEDIA GROUP, INC. MEETING DATE: MAY 31, 2023 |
||||
| TICKER: EXPE SECURITY ID: 30212P303 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel Altman | Management | For | For |
| 1b | Elect Director Beverly Anderson | Management | For | For |
| 1c | Elect Director M. Moina Banerjee | Management | For | For |
| 1d | Elect Director Chelsea Clinton | Management | For | For |
| 1e | Elect Director Barry Diller | Management | For | For |
| 1f | Elect Director Henrique Dubugras | Management | For | For |
| 1g | Elect Director Craig Jacobson | Management | For | For |
| 1h | Elect Director Peter Kern | Management | For | For |
| 1i | Elect Director Dara Khosrowshahi | Management | For | Withhold |
| 1j | Elect Director Patricia Menendez Cambo | Management | For | For |
| 1k | Elect Director Alex von Furstenberg | Management | For | For |
| 1l | Elect Director Julie Whalen | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | Against |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| EXXON MOBIL CORPORATION MEETING DATE: MAY 31, 2023 |
||||
| TICKER: XOM SECURITY ID: 30231G102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Michael J. Angelakis | Management | For | For |
| 1.2 | Elect Director Susan K. Avery | Management | For | For |
| 1.3 | Elect Director Angela F. Braly | Management | For | For |
| 1.4 | Elect Director Gregory J. Goff | Management | For | For |
| 1.5 | Elect Director John D. Harris, II | Management | For | For |
| 1.6 | Elect Director Kaisa H. Hietala | Management | For | For |
| 1.7 | Elect Director Joseph L. Hooley | Management | For | For |
| 1.8 | Elect Director Steven A. Kandarian | Management | For | For |
| 1.9 | Elect Director Alexander A. Karsner | Management | For | For |
| 1.10 | Elect Director Lawrence W. Kellner | Management | For | For |
| 1.11 | Elect Director Jeffrey W. Ubben | Management | For | For |
| 1.12 | Elect Director Darren W. Woods | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Establish Board Committee on Decarbonization Risk | Shareholder | Against | Against |
| 6 | Reduce Executive Stock Holding Period | Shareholder | Against | Against |
| 7 | Report on Carbon Capture and Storage | Shareholder | Against | Against |
| 8 | Report on Methane Emission Disclosure Reliability | Shareholder | Against | Against |
| 9 | Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Against | Against |
| 10 | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Against | Against |
| 11 | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Against | Against |
| 12 | Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Against | Against |
| 13 | Commission Audited Report on Reduced Plastics Demand | Shareholder | Against | Against |
| 14 | Report on Potential Costs of Environmental Litigation | Shareholder | Against | Against |
| 15 | Publish a Tax Transparency Report | Shareholder | Against | Against |
| 16 | Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Against | Against |
| 17 | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | None | None |
| FEDEX CORPORATION MEETING DATE: SEP 19, 2022 |
||||
| TICKER: FDX SECURITY ID: 31428X106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marvin R. Ellison | Management | For | For |
| 1b | Elect Director Stephen E. Gorman | Management | For | For |
| 1c | Elect Director Susan Patricia Griffith | Management | For | For |
| 1d | Elect Director Kimberly A. Jabal | Management | For | For |
| 1e | Elect Director Amy B. Lane | Management | For | For |
| 1f | Elect Director R. Brad Martin | Management | For | For |
| 1g | Elect Director Nancy A. Norton | Management | For | For |
| 1h | Elect Director Frederick P. Perpall | Management | For | For |
| 1i | Elect Director Joshua Cooper Ramo | Management | For | For |
| 1j | Elect Director Susan C. Schwab | Management | For | For |
| 1k | Elect Director Frederick W. Smith | Management | For | For |
| 1l | Elect Director David P. Steiner | Management | For | For |
| 1m | Elect Director Rajesh Subramaniam | Management | For | For |
| 1n | Elect Director V. James Vena | Management | For | For |
| 1o | Elect Director Paul S. Walsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Alignment Between Company Values and Electioneering Contributions | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Racism in Corporate Culture | Shareholder | Against | Against |
| 9 | Report on Climate Lobbying | Shareholder | Against | Against |
| FIDELITY NATIONAL INFORMATION SERVICES, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: FIS SECURITY ID: 31620M106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lee Adrean | Management | For | For |
| 1b | Elect Director Ellen R. Alemany | Management | For | For |
| 1c | Elect Director Mark D. Benjamin | Management | For | For |
| 1d | Elect Director Vijay G. D'Silva | Management | For | For |
| 1e | Elect Director Stephanie L. Ferris | Management | For | For |
| 1f | Elect Director Jeffrey A. Goldstein | Management | For | For |
| 1g | Elect Director Lisa A. Hook | Management | For | For |
| 1h | Elect Director Kenneth T. Lamneck | Management | For | For |
| 1i | Elect Director Gary L. Lauer | Management | For | For |
| 1j | Elect Director Louise M. Parent | Management | For | For |
| 1k | Elect Director Brian T. Shea | Management | For | For |
| 1l | Elect Director James B. Stallings, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| FIRST QUANTUM MINERALS LTD. MEETING DATE: MAY 04, 2023 |
||||
| TICKER: FM SECURITY ID: 335934105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Fix Number of Directors at Ten | Management | For | For |
| 2.1 | Elect Director Andrew B. Adams | Management | For | For |
| 2.2 | Elect Director Alison C. Beckett | Management | For | For |
| 2.3 | Elect Director Robert J. Harding | Management | For | For |
| 2.4 | Elect Director Kathleen A. Hogenson | Management | For | For |
| 2.5 | Elect Director Charles Kevin McArthur | Management | For | For |
| 2.6 | Elect Director Philip K. R. Pascall | Management | For | For |
| 2.7 | Elect Director Anthony Tristan Pascall | Management | For | For |
| 2.8 | Elect Director Simon J. Scott | Management | For | For |
| 2.9 | Elect Director Joanne K. Warner | Management | For | For |
| 2.10 | Elect Director Geoff Chater | Management | For | For |
| 3 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | For | For |
| 4 | Advisory Vote on Executive Compensation Approach | Management | For | For |
| 5 | Re-approve Shareholder Rights Plan | Management | For | For |
| FLOWSERVE CORPORATION MEETING DATE: MAY 25, 2023 |
||||
| TICKER: FLS SECURITY ID: 34354P105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director R. Scott Rowe | Management | For | For |
| 1b | Elect Director Sujeet Chand | Management | For | For |
| 1c | Elect Director Ruby R. Chandy | Management | For | For |
| 1d | Elect Director Gayla J. Delly | Management | For | For |
| 1e | Elect Director John R. Friedery | Management | For | For |
| 1f | Elect Director John L. Garrison | Management | For | For |
| 1g | Elect Director Michael C. McMurray | Management | For | For |
| 1h | Elect Director Thomas B. Okray | Management | For | For |
| 1i | Elect Director David E. Roberts | Management | For | For |
| 1j | Elect Director Kenneth I. Siegel | Management | For | For |
| 1k | Elect Director Carlyn R. Taylor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Right to Call Special Meeting | Shareholder | Against | Against |
| FORTIVE CORPORATION MEETING DATE: JUN 06, 2023 |
||||
| TICKER: FTV SECURITY ID: 34959J108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eric Branderiz | Management | For | For |
| 1b | Elect Director Daniel L. Comas | Management | For | For |
| 1c | Elect Director Sharmistha Dubey | Management | For | For |
| 1d | Elect Director Rejji P. Hayes | Management | For | For |
| 1e | Elect Director Wright Lassiter, III | Management | For | For |
| 1f | Elect Director James A. Lico | Management | For | For |
| 1g | Elect Director Kate D. Mitchell | Management | For | For |
| 1h | Elect Director Jeannine Sargent | Management | For | For |
| 1i | Elect Director Alan G. Spoon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| FREEPORT-MCMORAN, INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: FCX SECURITY ID: 35671D857 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director David P. Abney | Management | For | For |
| 1.2 | Elect Director Richard C. Adkerson | Management | For | For |
| 1.3 | Elect Director Marcela E. Donadio | Management | For | For |
| 1.4 | Elect Director Robert W. Dudley | Management | For | For |
| 1.5 | Elect Director Hugh Grant | Management | For | For |
| 1.6 | Elect Director Lydia H. Kennard | Management | For | For |
| 1.7 | Elect Director Ryan M. Lance | Management | For | For |
| 1.8 | Elect Director Sara Grootwassink Lewis | Management | For | For |
| 1.9 | Elect Director Dustan E. McCoy | Management | For | For |
| 1.10 | Elect Director Kathleen L. Quirk | Management | For | For |
| 1.11 | Elect Director John J. Stephens | Management | For | For |
| 1.12 | Elect Director Frances Fragos Townsend | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| GE HEALTHCARE TECHNOLOGIES, INC. MEETING DATE: MAY 23, 2023 |
||||
| TICKER: GEHC SECURITY ID: 36266G107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Arduini | Management | For | For |
| 1b | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1c | Elect Director Rodney F. Hochman | Management | For | For |
| 1d | Elect Director Lloyd W. Howell, Jr. | Management | For | For |
| 1e | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1f | Elect Director Catherine Lesjak | Management | For | For |
| 1g | Elect Director Anne T. Madden | Management | For | For |
| 1h | Elect Director Tomislav Mihaljevic | Management | For | For |
| 1i | Elect Director William J. Stromberg | Management | For | For |
| 1j | Elect Director Phoebe L. Yang | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| GENERAL DYNAMICS CORPORATION MEETING DATE: MAY 03, 2023 |
||||
| TICKER: GD SECURITY ID: 369550108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard D. Clarke | Management | For | For |
| 1b | Elect Director James S. Crown | Management | For | For |
| 1c | Elect Director Rudy F. deLeon | Management | For | For |
| 1d | Elect Director Cecil D. Haney | Management | For | For |
| 1e | Elect Director Mark M. Malcolm | Management | For | For |
| 1f | Elect Director James N. Mattis | Management | For | For |
| 1g | Elect Director Phebe N. Novakovic | Management | For | For |
| 1h | Elect Director C. Howard Nye | Management | For | For |
| 1i | Elect Director Catherine B. Reynolds | Management | For | For |
| 1j | Elect Director Laura J. Schumacher | Management | For | For |
| 1k | Elect Director Robert K. Steel | Management | For | For |
| 1l | Elect Director John G. Stratton | Management | For | For |
| 1m | Elect Director Peter A. Wall | Management | For | For |
| 2 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Report on Human Rights Risk Assessment | Shareholder | Against | Against |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| GENERAL ELECTRIC COMPANY MEETING DATE: MAY 03, 2023 |
||||
| TICKER: GE SECURITY ID: 369604301 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Stephen Angel | Management | For | For |
| 1b | Elect Director Sebastien Bazin | Management | For | For |
| 1c | Elect Director H. Lawrence Culp, Jr. | Management | For | For |
| 1d | Elect Director Edward Garden | Management | For | For |
| 1e | Elect Director Isabella Goren | Management | For | For |
| 1f | Elect Director Thomas Horton | Management | For | For |
| 1g | Elect Director Catherine Lesjak | Management | For | For |
| 1h | Elect Director Darren McDew | Management | For | For |
| 1i | Elect Director Paula Rosput Reynolds | Management | For | For |
| 1j | Elect Director Jessica Uhl | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chairman | Shareholder | Against | Against |
| 6 | Hire Investment Bank to Explore Sale of Company | Shareholder | Against | Against |
| 7 | Issue Audited Report on Fiduciary Relevance of Decarbonization Goal | Shareholder | Against | Against |
| 8 | Issue Audited Report on Impact of IEA Net-Zero Emissions by 2050 Scenario | Shareholder | Against | Against |
| GENERAL MOTORS COMPANY MEETING DATE: JUN 20, 2023 |
||||
| TICKER: GM SECURITY ID: 37045V100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Aneel Bhusri | Management | For | For |
| 1c | Elect Director Wesley G. Bush | Management | For | For |
| 1d | Elect Director Joanne C. Crevoiserat | Management | For | For |
| 1e | Elect Director Linda R. Gooden | Management | For | For |
| 1f | Elect Director Joseph Jimenez | Management | For | For |
| 1g | Elect Director Jonathan McNeill | Management | For | For |
| 1h | Elect Director Judith A. Miscik | Management | For | For |
| 1i | Elect Director Patricia F. Russo | Management | For | For |
| 1j | Elect Director Thomas M. Schoewe | Management | For | For |
| 1k | Elect Director Mark A. Tatum | Management | For | For |
| 1l | Elect Director Jan E. Tighe | Management | For | For |
| 1m | Elect Director Devin N. Wenig | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Provide Right to Act by Written Consent | Shareholder | Against | Against |
| 7 | Report on Setting Sustainable Sourcing Targets | Shareholder | Against | Against |
| GENPACT LIMITED MEETING DATE: MAY 04, 2023 |
||||
| TICKER: G SECURITY ID: G3922B107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director N.V. "Tiger" Tyagarajan | Management | For | For |
| 1.2 | Elect Director James Madden | Management | For | For |
| 1.3 | Elect Director Ajay Agrawal | Management | For | For |
| 1.4 | Elect Director Stacey Cartwright | Management | For | For |
| 1.5 | Elect Director Laura Conigliaro | Management | For | For |
| 1.6 | Elect Director Tamara Franklin | Management | For | For |
| 1.7 | Elect Director Carol Lindstrom | Management | For | For |
| 1.8 | Elect Director CeCelia Morken | Management | For | For |
| 1.9 | Elect Director Brian Stevens | Management | For | For |
| 1.10 | Elect Director Mark Verdi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG Assurance and Consulting Services LLP as Auditors | Management | For | For |
| GLENCORE PLC MEETING DATE: MAY 26, 2023 |
||||
| TICKER: GLEN SECURITY ID: G39420107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Reduction of Capital Contribution Reserves | Management | For | For |
| 3 | Re-elect Kalidas Madhavpeddi as Director | Management | For | For |
| 4 | Re-elect Gary Nagle as Director | Management | For | For |
| 5 | Re-elect Peter Coates as Director | Management | For | For |
| 6 | Re-elect Martin Gilbert as Director | Management | For | For |
| 7 | Re-elect Gill Marcus as Director | Management | For | For |
| 8 | Re-elect Cynthia Carroll as Director | Management | For | For |
| 9 | Re-elect David Wormsley as Director | Management | For | For |
| 10 | Elect Liz Hewitt as Director | Management | For | For |
| 11 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 12 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | For | For |
| 13 | Approve 2022 Climate Report | Management | For | For |
| 14 | Approve Remuneration Report | Management | For | For |
| 15 | Authorise Issue of Equity | Management | For | For |
| 16 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 18 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 19 | Resolution in Respect of the Next Climate Action Transition Plan | Shareholder | Against | Against |
| GLOBAL PAYMENTS INC. MEETING DATE: APR 27, 2023 |
||||
| TICKER: GPN SECURITY ID: 37940X102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director F. Thaddeus Arroyo | Management | For | For |
| 1b | Elect Director Robert H.B. Baldwin, Jr. | Management | For | For |
| 1c | Elect Director John G. Bruno | Management | For | For |
| 1d | Elect Director Joia M. Johnson | Management | For | For |
| 1e | Elect Director Ruth Ann Marshall | Management | For | For |
| 1f | Elect Director Connie D. McDaniel | Management | For | For |
| 1g | Elect Director Joseph H. Osnoss | Management | For | For |
| 1h | Elect Director William B. Plummer | Management | For | For |
| 1i | Elect Director Jeffrey S. Sloan | Management | For | For |
| 1j | Elect Director John T. Turner | Management | For | For |
| 1k | Elect Director M. Troy Woods | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| GSK PLC MEETING DATE: JUL 06, 2022 |
||||
| TICKER: GSK SECURITY ID: 37733W105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Matters Relating to the Demerger of Haleon Group from the GSK Group | Management | For | For |
| 2 | Approve the Related Party Transaction Arrangements | Management | For | For |
| GSK PLC MEETING DATE: MAY 03, 2023 |
||||
| TICKER: GSK SECURITY ID: 37733W204 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Elect Julie Brown as Director | Management | For | For |
| 4 | Elect Vishal Sikka as Director | Management | For | For |
| 5 | Elect Elizabeth McKee Anderson as Director | Management | For | For |
| 6 | Re-elect Sir Jonathan Symonds as Director | Management | For | For |
| 7 | Re-elect Dame Emma Walmsley as Director | Management | For | For |
| 8 | Re-elect Charles Bancroft as Director | Management | For | For |
| 9 | Re-elect Hal Barron as Director | Management | For | For |
| 10 | Re-elect Anne Beal as Director | Management | For | For |
| 11 | Re-elect Harry Dietz as Director | Management | For | For |
| 12 | Re-elect Jesse Goodman as Director | Management | For | For |
| 13 | Re-elect Urs Rohner as Director | Management | For | For |
| 14 | Reappoint Deloitte LLP as Auditors | Management | For | For |
| 15 | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 16 | Approve Amendments to the Remuneration Policy | Management | For | For |
| 17 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 18 | Authorise Issue of Equity | Management | For | For |
| 19 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 21 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 22 | Approve the Exemption from Statement of the Name of the Senior Statutory Auditor in Published Copies of the Auditors' Reports | Management | For | For |
| 23 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| GUARDANT HEALTH, INC. MEETING DATE: JUN 14, 2023 |
||||
| TICKER: GH SECURITY ID: 40131M109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Ian Clark | Management | For | For |
| 1b | Elect Director Meghan Joyce | Management | For | For |
| 1c | Elect Director Samir Kaul | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| HALEON PLC MEETING DATE: APR 20, 2023 |
||||
| TICKER: HLN SECURITY ID: 405552100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Accept Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Remuneration Report | Management | For | For |
| 3 | Approve Remuneration Policy | Management | For | For |
| 4 | Approve Final Dividend | Management | For | For |
| 5 | Elect Sir Dave Lewis as Director | Management | For | For |
| 6 | Elect Brian McNamara as Director | Management | For | For |
| 7 | Elect Tobias Hestler as Director | Management | For | For |
| 8 | Elect Vindi Banga as Director | Management | For | For |
| 9 | Elect Marie-Anne Aymerich as Director | Management | For | For |
| 10 | Elect Tracy Clarke as Director | Management | For | For |
| 11 | Elect Dame Vivienne Cox as Director | Management | For | For |
| 12 | Elect Asmita Dubey as Director | Management | For | For |
| 13 | Elect Deirdre Mahlan as Director | Management | For | For |
| 14 | Elect David Denton as Director | Management | For | For |
| 15 | Elect Bryan Supran as Director | Management | For | For |
| 16 | Appoint KPMG LLP as Auditors | Management | For | For |
| 17 | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | Management | For | For |
| 18 | Authorise UK Political Donations and Expenditure | Management | For | For |
| 19 | Authorise Issue of Equity | Management | For | For |
| 20 | Authorise Issue of Equity without Pre-emptive Rights | Management | For | For |
| 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | For | For |
| 22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Management | For | For |
| 23 | Approve Performance Share Plan | Management | For | For |
| 24 | Approve Share Value Plan | Management | For | For |
| 25 | Approve Deferred Annual Bonus Plan | Management | For | For |
| 26 | Authorise Market Purchase of Ordinary Shares | Management | For | For |
| 27 | Authorise Off-Market Purchase of Ordinary Shares from Pfizer | Management | For | For |
| 28 | Authorise Off-Market Purchase of Ordinary Shares from GSK Shareholders | Management | For | For |
| 29 | Approve Waiver of Rule 9 of the Takeover Code | Management | For | For |
| HESS CORPORATION MEETING DATE: MAY 17, 2023 |
||||
| TICKER: HES SECURITY ID: 42809H107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Terrence J. Checki | Management | For | For |
| 1b | Elect Director Leonard S. Coleman, Jr. | Management | For | For |
| 1c | Elect Director Lisa Glatch | Management | For | For |
| 1d | Elect Director John B. Hess | Management | For | For |
| 1e | Elect Director Edith E. Holiday | Management | For | For |
| 1f | Elect Director Marc S. Lipschultz | Management | For | For |
| 1g | Elect Director Raymond J. McGuire | Management | For | For |
| 1h | Elect Director David McManus | Management | For | For |
| 1i | Elect Director Kevin O. Meyers | Management | For | For |
| 1j | Elect Director Karyn F. Ovelmen | Management | For | For |
| 1k | Elect Director James H. Quigley | Management | For | For |
| 1l | Elect Director William G. Schrader | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| HUBBELL INCORPORATED MEETING DATE: MAY 02, 2023 |
||||
| TICKER: HUBB SECURITY ID: 443510607 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Gerben W. Bakker | Management | For | For |
| 1.2 | Elect Director Carlos M. Cardoso | Management | For | For |
| 1.3 | Elect Director Anthony J. Guzzi | Management | For | For |
| 1.4 | Elect Director Rhett A. Hernandez | Management | For | For |
| 1.5 | Elect Director Neal J. Keating | Management | For | For |
| 1.6 | Elect Director Bonnie C. Lind | Management | For | For |
| 1.7 | Elect Director John F. Malloy | Management | For | For |
| 1.8 | Elect Director Jennifer M. Pollino | Management | For | For |
| 1.9 | Elect Director John G. Russell | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| HUMANA INC. MEETING DATE: APR 20, 2023 |
||||
| TICKER: HUM SECURITY ID: 444859102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Raquel C. Bono | Management | For | For |
| 1b | Elect Director Bruce D. Broussard | Management | For | For |
| 1c | Elect Director Frank A. D'Amelio | Management | For | For |
| 1d | Elect Director David T. Feinberg | Management | For | For |
| 1e | Elect Director Wayne A. I. Frederick | Management | For | For |
| 1f | Elect Director John W. Garratt | Management | For | For |
| 1g | Elect Director Kurt J. Hilzinger | Management | For | For |
| 1h | Elect Director Karen W. Katz | Management | For | For |
| 1i | Elect Director Marcy S. Klevorn | Management | For | For |
| 1j | Elect Director William J. McDonald | Management | For | For |
| 1k | Elect Director Jorge S. Mesquita | Management | For | For |
| 1l | Elect Director Brad D. Smith | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| HUNTINGTON INGALLS INDUSTRIES, INC. MEETING DATE: MAY 02, 2023 |
||||
| TICKER: HII SECURITY ID: 446413106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Augustus L. Collins | Management | For | For |
| 1.2 | Elect Director Leo P. Denault | Management | For | For |
| 1.3 | Elect Director Kirkland H. Donald | Management | For | For |
| 1.4 | Elect Director Victoria D. Harker | Management | For | For |
| 1.5 | Elect Director Frank R. Jimenez | Management | For | For |
| 1.6 | Elect Director Christopher D. Kastner | Management | For | For |
| 1.7 | Elect Director Anastasia D. Kelly | Management | For | For |
| 1.8 | Elect Director Tracy B. McKibben | Management | For | For |
| 1.9 | Elect Director Stephanie L. O'Sullivan | Management | For | For |
| 1.10 | Elect Director Thomas C. Schievelbein | Management | For | For |
| 1.11 | Elect Director John K. Welch | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| IMPERIAL OIL LIMITED MEETING DATE: MAY 02, 2023 |
||||
| TICKER: IMO SECURITY ID: 453038408 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director David W. Cornhill | Management | For | For |
| 1B | Elect Director Bradley W. Corson | Management | For | For |
| 1C | Elect Director Matthew R. Crocker | Management | For | For |
| 1D | Elect Director Sharon R. Driscoll | Management | For | For |
| 1E | Elect Director John Floren | Management | For | For |
| 1F | Elect Director Gary J. Goldberg | Management | For | For |
| 1G | Elect Director Miranda C. Hubbs | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | SP 1: Adopt an Absolute Greenhouse Gas Reduction Target | Shareholder | Against | Against |
| 4 | SP 2: Report on the Impact of the Energy Transition on Asset Retirement Obligations | Shareholder | Against | Against |
| INSMED INCORPORATED MEETING DATE: MAY 11, 2023 |
||||
| TICKER: INSM SECURITY ID: 457669307 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Elizabeth McKee Anderson | Management | For | For |
| 1.2 | Elect Director Clarissa Desjardins | Management | For | For |
| 1.3 | Elect Director David W.J. McGirr | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Amend Omnibus Stock Plan | Management | For | For |
| INTEL CORPORATION MEETING DATE: MAY 11, 2023 |
||||
| TICKER: INTC SECURITY ID: 458140100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick P. Gelsinger | Management | For | For |
| 1b | Elect Director James J. Goetz | Management | For | For |
| 1c | Elect Director Andrea J. Goldsmith | Management | For | For |
| 1d | Elect Director Alyssa H. Henry | Management | For | For |
| 1e | Elect Director Omar Ishrak | Management | For | For |
| 1f | Elect Director Risa Lavizzo-Mourey | Management | For | For |
| 1g | Elect Director Tsu-Jae King Liu | Management | For | For |
| 1h | Elect Director Barbara G. Novick | Management | For | For |
| 1i | Elect Director Gregory D. Smith | Management | For | For |
| 1j | Elect Director Lip-Bu Tan | Management | For | For |
| 1k | Elect Director Dion J. Weisler | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Adopt Share Retention Policy For Senior Executives | Shareholder | Against | Against |
| 7 | Publish Third Party Review of Intel's China Business ESG Congruence | Shareholder | Against | Against |
| INTERNATIONAL BUSINESS MACHINES CORPORATION MEETING DATE: APR 25, 2023 |
||||
| TICKER: IBM SECURITY ID: 459200101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Thomas Buberl | Management | For | For |
| 1b | Elect Director David N. Farr | Management | For | For |
| 1c | Elect Director Alex Gorsky | Management | For | For |
| 1d | Elect Director Michelle J. Howard | Management | For | For |
| 1e | Elect Director Arvind Krishna | Management | For | For |
| 1f | Elect Director Andrew N. Liveris | Management | For | For |
| 1g | Elect Director F. William McNabb, III | Management | For | For |
| 1h | Elect Director Martha E. Pollack | Management | For | For |
| 1i | Elect Director Joseph R. Swedish | Management | For | For |
| 1j | Elect Director Peter R. Voser | Management | For | For |
| 1k | Elect Director Frederick H. Waddell | Management | For | For |
| 1l | Elect Director Alfred W. Zollar | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Against | Against |
| INTUIT INC. MEETING DATE: JAN 19, 2023 |
||||
| TICKER: INTU SECURITY ID: 461202103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Eve Burton | Management | For | For |
| 1b | Elect Director Scott D. Cook | Management | For | For |
| 1c | Elect Director Richard L. Dalzell | Management | For | For |
| 1d | Elect Director Sasan K. Goodarzi | Management | For | For |
| 1e | Elect Director Deborah Liu | Management | For | For |
| 1f | Elect Director Tekedra Mawakana | Management | For | For |
| 1g | Elect Director Suzanne Nora Johnson | Management | For | For |
| 1h | Elect Director Thomas Szkutak | Management | For | For |
| 1i | Elect Director Raul Vazquez | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| IRHYTHM TECHNOLOGIES, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: IRTC SECURITY ID: 450056106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Cathleen Noel Bairey Merz | Management | For | For |
| 1.2 | Elect Director Quentin S. Blackford | Management | For | For |
| 1.3 | Elect Director Bruce G. Bodaken | Management | For | For |
| 1.4 | Elect Director Karen Ling | Management | For | For |
| 1.5 | Elect Director Mark J. Rubash | Management | For | For |
| 1.6 | Elect Director Ralph Snyderman | Management | For | For |
| 1.7 | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| JOHNSON & JOHNSON MEETING DATE: APR 27, 2023 |
||||
| TICKER: JNJ SECURITY ID: 478160104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Darius Adamczyk | Management | For | For |
| 1b | Elect Director Mary C. Beckerle | Management | For | For |
| 1c | Elect Director D. Scott Davis | Management | For | For |
| 1d | Elect Director Jennifer A. Doudna | Management | For | For |
| 1e | Elect Director Joaquin Duato | Management | For | For |
| 1f | Elect Director Marillyn A. Hewson | Management | For | For |
| 1g | Elect Director Paula A. Johnson | Management | For | For |
| 1h | Elect Director Hubert Joly | Management | For | For |
| 1i | Elect Director Mark B. McClellan | Management | For | For |
| 1j | Elect Director Anne M. Mulcahy | Management | For | For |
| 1k | Elect Director Mark A. Weinberger | Management | For | For |
| 1l | Elect Director Nadja Y. West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | None | None |
| 6 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Against | Against |
| 7 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Against | Against |
| 8 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Against | Against |
| JOHNSON CONTROLS INTERNATIONAL PLC MEETING DATE: MAR 08, 2023 |
||||
| TICKER: JCI SECURITY ID: G51502105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jean Blackwell | Management | For | For |
| 1b | Elect Director Pierre Cohade | Management | For | For |
| 1c | Elect Director Michael E. Daniels | Management | For | For |
| 1d | Elect Director W. Roy Dunbar | Management | For | For |
| 1e | Elect Director Gretchen R. Haggerty | Management | For | For |
| 1f | Elect Director Ayesha Khanna | Management | For | For |
| 1g | Elect Director Simone Menne | Management | For | For |
| 1h | Elect Director George R. Oliver | Management | For | For |
| 1i | Elect Director Jurgen Tinggren | Management | For | For |
| 1j | Elect Director Mark Vergnano | Management | For | For |
| 1k | Elect Director John D. Young | Management | For | For |
| 2a | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 2b | Authorize Board to Fix Remuneration of Auditors | Management | For | For |
| 3 | Authorize Market Purchases of Company Shares | Management | For | For |
| 4 | Determine Price Range for Reissuance of Treasury Shares | Management | For | For |
| 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 6 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 7 | Approve the Directors' Authority to Allot Shares | Management | For | For |
| 8 | Approve the Disapplication of Statutory Pre-Emption Rights | Management | For | For |
| JPMORGAN CHASE & CO. MEETING DATE: MAY 16, 2023 |
||||
| TICKER: JPM SECURITY ID: 46625H100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda B. Bammann | Management | For | For |
| 1b | Elect Director Stephen B. Burke | Management | For | For |
| 1c | Elect Director Todd A. Combs | Management | For | For |
| 1d | Elect Director James S. Crown | Management | For | For |
| 1e | Elect Director Alicia Boler Davis | Management | For | For |
| 1f | Elect Director James Dimon | Management | For | For |
| 1g | Elect Director Timothy P. Flynn | Management | For | For |
| 1h | Elect Director Alex Gorsky | Management | For | For |
| 1i | Elect Director Mellody Hobson | Management | For | For |
| 1j | Elect Director Michael A. Neal | Management | For | For |
| 1k | Elect Director Phebe N. Novakovic | Management | For | For |
| 1l | Elect Director Virginia M. Rometty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 7 | Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Against | Against |
| 8 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 9 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 10 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| 11 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 12 | Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Against | Against |
| KEURIG DR PEPPER INC. MEETING DATE: JUN 12, 2023 |
||||
| TICKER: KDP SECURITY ID: 49271V100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Robert Gamgort | Management | For | For |
| 1B | Elect Director Oray Boston | Management | For | For |
| 1C | Elect Director Olivier Goudet | Management | For | For |
| 1D | Elect Director Peter Harf | Management | For | For |
| 1E | Elect Director Juliette Hickman | Management | For | For |
| 1F | Elect Director Paul Michaels | Management | For | For |
| 1G | Elect Director Pamela Patsley | Management | For | For |
| 1H | Elect Director Lubomira Rochet | Management | For | For |
| 1I | Elect Director Debra Sandler | Management | For | For |
| 1J | Elect Director Robert Singer | Management | For | For |
| 1K | Elect Director Larry Young | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. MEETING DATE: MAY 16, 2023 |
||||
| TICKER: KNX SECURITY ID: 499049104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Reid Dove | Management | For | For |
| 1b | Elect Director Michael Garnreiter | Management | For | For |
| 1c | Elect Director Louis Hobson | Management | For | For |
| 1d | Elect Director David Jackson | Management | For | For |
| 1e | Elect Director Gary Knight | Management | For | For |
| 1f | Elect Director Kevin Knight | Management | For | For |
| 1g | Elect Director Kathryn Munro | Management | For | For |
| 1h | Elect Director Jessica Powell | Management | For | For |
| 1i | Elect Director Roberta Roberts Shank | Management | For | For |
| 1j | Elect Director Robert Synowicki, Jr. | Management | For | For |
| 1k | Elect Director David Vander Ploeg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| KONINKLIJKE PHILIPS NV MEETING DATE: SEP 30, 2022 |
||||
| TICKER: PHIA SECURITY ID: 500472303 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Elect R.W.O. Jakobs as President / Chief Executive Officer and Member of the Management Board | Management | For | For |
| KONINKLIJKE PHILIPS NV MEETING DATE: MAY 09, 2023 |
||||
| TICKER: PHIA SECURITY ID: 500472303 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | President's Speech | Management | None | None |
| 2.a | Receive Explanation on Company's Reserves and Dividend Policy | Management | None | None |
| 2.b | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 2.c | Approve Dividends | Management | For | For |
| 2.d | Approve Remuneration Report | Management | For | For |
| 2.e | Approve Discharge of Management Board | Management | For | For |
| 2.f | Approve Discharge of Supervisory Board | Management | For | For |
| 3 | Reelect A. Bhattacharya to Management Board | Management | For | For |
| 4.a | Reelect D.E.I. Pyott to Supervisory Board | Management | For | For |
| 4.b | Reelect M.E. Doherty to Supervisory Board | Management | For | For |
| 5 | Ratify Ernst & Young Accountants LLP as Auditors for the Financial Year 2024 | Management | For | For |
| 6 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors for the Financial Year 2025 | Management | For | For |
| 7.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Management | For | For |
| 7.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | For | For |
| 8 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 9 | Approve Cancellation of Repurchased Shares | Management | For | For |
| 10 | Other Business (Non-Voting) | Management | None | None |
| KOSMOS ENERGY LTD. MEETING DATE: JUN 08, 2023 |
||||
| TICKER: KOS SECURITY ID: 500688106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Andrew G. Inglis | Management | For | Against |
| 1B | Elect Director Maria Moraeus Hanssen | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| LAM RESEARCH CORPORATION MEETING DATE: NOV 08, 2022 |
||||
| TICKER: LRCX SECURITY ID: 512807108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sohail U. Ahmed | Management | For | For |
| 1b | Elect Director Timothy M. Archer | Management | For | For |
| 1c | Elect Director Eric K. Brandt | Management | For | For |
| 1d | Elect Director Michael R. Cannon | Management | For | For |
| 1e | Elect Director Bethany J. Mayer | Management | For | For |
| 1f | Elect Director Jyoti K. Mehra | Management | For | For |
| 1g | Elect Director Abhijit Y. Talwalkar | Management | For | For |
| 1h | Elect Director Lih Shyng (Rick L.) Tsai | Management | For | For |
| 1i | Elect Director Leslie F. Varon | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| LAMB WESTON HOLDINGS, INC. MEETING DATE: SEP 29, 2022 |
||||
| TICKER: LW SECURITY ID: 513272104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter J. Bensen | Management | For | For |
| 1b | Elect Director Charles A. Blixt | Management | For | For |
| 1c | Elect Director Robert J. Coviello | Management | For | For |
| 1d | Elect Director Andre J. Hawaux | Management | For | For |
| 1e | Elect Director W.G. Jurgensen | Management | For | For |
| 1f | Elect Director Thomas P. Maurer | Management | For | For |
| 1g | Elect Director Hala G. Moddelmog | Management | For | For |
| 1h | Elect Director Robert A. Niblock | Management | For | For |
| 1i | Elect Director Maria Renna Sharpe | Management | For | For |
| 1j | Elect Director Thomas P. Werner | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify KPMG LLP as Auditors | Management | For | For |
| LOWE'S COMPANIES, INC. MEETING DATE: MAY 26, 2023 |
||||
| TICKER: LOW SECURITY ID: 548661107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Raul Alvarez | Management | For | For |
| 1.2 | Elect Director David H. Batchelder | Management | For | For |
| 1.3 | Elect Director Scott H. Baxter | Management | For | For |
| 1.4 | Elect Director Sandra B. Cochran | Management | For | For |
| 1.5 | Elect Director Laurie Z. Douglas | Management | For | For |
| 1.6 | Elect Director Richard W. Dreiling | Management | For | For |
| 1.7 | Elect Director Marvin R. Ellison | Management | For | For |
| 1.8 | Elect Director Daniel J. Heinrich | Management | For | For |
| 1.9 | Elect Director Brian C. Rogers | Management | For | For |
| 1.10 | Elect Director Bertram L. Scott | Management | For | For |
| 1.11 | Elect Director Colleen Taylor | Management | For | For |
| 1.12 | Elect Director Mary Beth West | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| LYONDELLBASELL INDUSTRIES N.V. MEETING DATE: MAY 19, 2023 |
||||
| TICKER: LYB SECURITY ID: N53745100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jacques Aigrain | Management | For | For |
| 1b | Elect Director Lincoln Benet | Management | For | For |
| 1c | Elect Director Robin Buchanan | Management | For | For |
| 1d | Elect Director Anthony (Tony) Chase | Management | For | For |
| 1e | Elect Director Robert (Bob) Dudley | Management | For | For |
| 1f | Elect Director Claire Farley | Management | For | For |
| 1g | Elect Director Rita Griffin | Management | For | For |
| 1h | Elect Director Michael Hanley | Management | For | For |
| 1i | Elect Director Virginia Kamsky | Management | For | For |
| 1j | Elect Director Albert Manifold | Management | For | For |
| 1k | Elect Director Peter Vanacker | Management | For | For |
| 2 | Approve Discharge of Directors | Management | For | For |
| 3 | Adopt Financial Statements and Statutory Reports | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 7 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 8 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 9 | Approve Cancellation of Shares | Management | For | For |
| M&T BANK CORPORATION MEETING DATE: APR 18, 2023 |
||||
| TICKER: MTB SECURITY ID: 55261F104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director John P. Barnes | Management | For | For |
| 1.2 | Elect Director Robert T. Brady | Management | For | For |
| 1.3 | Elect Director Carlton J. Charles | Management | For | For |
| 1.4 | Elect Director Jane Chwick | Management | For | For |
| 1.5 | Elect Director William F. Cruger, Jr. | Management | For | For |
| 1.6 | Elect Director T. Jefferson Cunningham, III | Management | For | For |
| 1.7 | Elect Director Gary N. Geisel | Management | For | For |
| 1.8 | Elect Director Leslie V. Godridge | Management | For | For |
| 1.9 | Elect Director Rene F. Jones | Management | For | For |
| 1.10 | Elect Director Richard H. Ledgett, Jr. | Management | For | For |
| 1.11 | Elect Director Melinda R. Rich | Management | For | For |
| 1.12 | Elect Director Robert E. Sadler, Jr. | Management | For | For |
| 1.13 | Elect Director Denis J. Salamone | Management | For | For |
| 1.14 | Elect Director John R. Scannell | Management | For | For |
| 1.15 | Elect Director Rudina Seseri | Management | For | For |
| 1.16 | Elect Director Kirk W. Walters | Management | For | For |
| 1.17 | Elect Director Herbert L. Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MARRIOTT INTERNATIONAL, INC. MEETING DATE: MAY 12, 2023 |
||||
| TICKER: MAR SECURITY ID: 571903202 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Anthony G. Capuano | Management | For | For |
| 1b | Elect Director Isabella D. Goren | Management | For | For |
| 1c | Elect Director Deborah Marriott Harrison | Management | For | For |
| 1d | Elect Director Frederick A. Henderson | Management | For | For |
| 1e | Elect Director Eric Hippeau | Management | For | For |
| 1f | Elect Director Lauren R. Hobart | Management | For | For |
| 1g | Elect Director Debra L. Lee | Management | For | For |
| 1h | Elect Director Aylwin B. Lewis | Management | For | For |
| 1i | Elect Director David S. Marriott | Management | For | For |
| 1j | Elect Director Margaret M. McCarthy | Management | For | For |
| 1k | Elect Director Grant F. Reid | Management | For | For |
| 1l | Elect Director Horacio D. Rozanski | Management | For | For |
| 1m | Elect Director Susan C. Schwab | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| 6 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Against | Against |
| 7 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| MARVELL TECHNOLOGY, INC. MEETING DATE: JUN 16, 2023 |
||||
| TICKER: MRVL SECURITY ID: 573874104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sara Andrews | Management | For | For |
| 1b | Elect Director W. Tudor Brown | Management | For | For |
| 1c | Elect Director Brad W. Buss | Management | For | For |
| 1d | Elect Director Rebecca W. House | Management | For | For |
| 1e | Elect Director Marachel L. Knight | Management | For | For |
| 1f | Elect Director Matthew J. Murphy | Management | For | For |
| 1g | Elect Director Michael G. Strachan | Management | For | For |
| 1h | Elect Director Robert E. Switz | Management | For | For |
| 1i | Elect Director Ford Tamer | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| MASTERCARD INCORPORATED MEETING DATE: JUN 27, 2023 |
||||
| TICKER: MA SECURITY ID: 57636Q104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Merit E. Janow | Management | For | For |
| 1b | Elect Director Candido Bracher | Management | For | For |
| 1c | Elect Director Richard K. Davis | Management | For | For |
| 1d | Elect Director Julius Genachowski | Management | For | For |
| 1e | Elect Director Choon Phong Goh | Management | For | For |
| 1f | Elect Director Oki Matsumoto | Management | For | For |
| 1g | Elect Director Michael Miebach | Management | For | For |
| 1h | Elect Director Youngme Moon | Management | For | For |
| 1i | Elect Director Rima Qureshi | Management | For | For |
| 1j | Elect Director Gabrielle Sulzberger | Management | For | For |
| 1k | Elect Director Harit Talwar | Management | For | For |
| 1l | Elect Director Lance Uggla | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 6 | Report on Overseeing Risks Related to Discrimination | Shareholder | Against | Against |
| 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Against | Against |
| 8 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Against | Against |
| MATCH GROUP, INC. MEETING DATE: JUN 22, 2023 |
||||
| TICKER: MTCH SECURITY ID: 57667L107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sharmistha Dubey | Management | For | Against |
| 1b | Elect Director Ann L. McDaniel | Management | For | Against |
| 1c | Elect Director Thomas J. McInerney | Management | For | Against |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| MCKESSON CORPORATION MEETING DATE: JUL 22, 2022 |
||||
| TICKER: MCK SECURITY ID: 58155Q103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard H. Carmona | Management | For | For |
| 1b | Elect Director Dominic J. Caruso | Management | For | For |
| 1c | Elect Director W. Roy Dunbar | Management | For | For |
| 1d | Elect Director James H. Hinton | Management | For | For |
| 1e | Elect Director Donald R. Knauss | Management | For | For |
| 1f | Elect Director Bradley E. Lerman | Management | For | For |
| 1g | Elect Director Linda P. Mantia | Management | For | For |
| 1h | Elect Director Maria Martinez | Management | For | For |
| 1i | Elect Director Susan R. Salka | Management | For | For |
| 1j | Elect Director Brian S. Tyler | Management | For | For |
| 1k | Elect Director Kathleen Wilson-Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Adopt Policy on 10b5-1 Plans | Shareholder | Against | Against |
| META PLATFORMS, INC. MEETING DATE: MAY 31, 2023 |
||||
| TICKER: META SECURITY ID: 30303M102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Peggy Alford | Management | For | For |
| 1.2 | Elect Director Marc L. Andreessen | Management | For | For |
| 1.3 | Elect Director Andrew W. Houston | Management | For | For |
| 1.4 | Elect Director Nancy Killefer | Management | For | For |
| 1.5 | Elect Director Robert M. Kimmitt | Management | For | For |
| 1.6 | Elect Director Sheryl K. Sandberg | Management | For | For |
| 1.7 | Elect Director Tracey T. Travis | Management | For | For |
| 1.8 | Elect Director Tony Xu | Management | For | For |
| 1.9 | Elect Director Mark Zuckerberg | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Report on Government Take Down Requests | Shareholder | Against | Against |
| 4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 5 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Against | For |
| 6 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Against | Against |
| 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Against | Against |
| 9 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Against | Against |
| 10 | Report on Enforcement of Community Standards and User Content | Shareholder | Against | Against |
| 11 | Report on Child Safety and Harm Reduction | Shareholder | Against | Against |
| 12 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Against | Against |
| 13 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Against | Against |
| MGIC INVESTMENT CORPORATION MEETING DATE: APR 27, 2023 |
||||
| TICKER: MTG SECURITY ID: 552848103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Analisa M. Allen | Management | For | For |
| 1.2 | Elect Director Daniel A. Arrigoni | Management | For | For |
| 1.3 | Elect Director C. Edward Chaplin | Management | For | For |
| 1.4 | Elect Director Curt S. Culver | Management | For | For |
| 1.5 | Elect Director Jay C. Hartzell | Management | For | For |
| 1.6 | Elect Director Timothy A. Holt | Management | For | For |
| 1.7 | Elect Director Jodeen A. Kozlak | Management | For | For |
| 1.8 | Elect Director Michael E. Lehman | Management | For | For |
| 1.9 | Elect Director Teresita M. Lowman | Management | For | For |
| 1.10 | Elect Director Timothy J. Mattke | Management | For | For |
| 1.11 | Elect Director Sheryl L. Sculley | Management | For | For |
| 1.12 | Elect Director Mark M. Zandi | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| MICROSOFT CORPORATION MEETING DATE: DEC 13, 2022 |
||||
| TICKER: MSFT SECURITY ID: 594918104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Reid G. Hoffman | Management | For | For |
| 1.2 | Elect Director Hugh F. Johnston | Management | For | For |
| 1.3 | Elect Director Teri L. List | Management | For | For |
| 1.4 | Elect Director Satya Nadella | Management | For | For |
| 1.5 | Elect Director Sandra E. Peterson | Management | For | For |
| 1.6 | Elect Director Penny S. Pritzker | Management | For | For |
| 1.7 | Elect Director Carlos A. Rodriguez | Management | For | For |
| 1.8 | Elect Director Charles W. Scharf | Management | For | For |
| 1.9 | Elect Director John W. Stanton | Management | For | For |
| 1.10 | Elect Director John W. Thompson | Management | For | For |
| 1.11 | Elect Director Emma N. Walmsley | Management | For | For |
| 1.12 | Elect Director Padmasree Warrior | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Against | Against |
| 5 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Against | Against |
| 6 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | Shareholder | Against | Against |
| 7 | Report on Government Use of Microsoft Technology | Shareholder | Against | Against |
| 8 | Report on Development of Products for Military | Shareholder | Against | Against |
| 9 | Report on Tax Transparency | Shareholder | Against | Against |
| MIRION TECHNOLOGIES, INC. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: MIR SECURITY ID: HHB506000 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Lawrence D. Kingsley | Management | For | For |
| 1.2 | Elect Director Thomas D. Logan | Management | For | For |
| 1.3 | Elect Director Kenneth C. Bockhorst | Management | For | For |
| 1.4 | Elect Director Robert A. Cascella | Management | For | For |
| 1.5 | Elect Director Steven W. Etzel | Management | For | For |
| 1.6 | Elect Director John W. Kuo | Management | For | For |
| 1.7 | Elect Director Jody A. Markopoulos | Management | For | For |
| 1.8 | Elect Director Jyothsna (Jo) Natauri | Management | For | For |
| 1.9 | Elect Director Sheila Rege | Management | For | For |
| 2 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | For | For |
| 5 | Reduce Supermajority Vote Requirement | Management | For | For |
| MOHAWK INDUSTRIES, INC. MEETING DATE: MAY 25, 2023 |
||||
| TICKER: MHK SECURITY ID: 608190104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Karen A. Smith Bogart | Management | For | For |
| 1.2 | Elect Director Jeffrey S. Lorberbaum | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Oversee and Report a Racial Equity Audit | Shareholder | Against | Against |
| MORGAN STANLEY MEETING DATE: MAY 19, 2023 |
||||
| TICKER: MS SECURITY ID: 617446448 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alistair Darling | Management | For | For |
| 1b | Elect Director Thomas H. Glocer | Management | For | For |
| 1c | Elect Director James P. Gorman | Management | For | For |
| 1d | Elect Director Robert H. Herz | Management | For | For |
| 1e | Elect Director Erika H. James | Management | For | For |
| 1f | Elect Director Hironori Kamezawa | Management | For | For |
| 1g | Elect Director Shelley B. Leibowitz | Management | For | For |
| 1h | Elect Director Stephen J. Luczo | Management | For | For |
| 1i | Elect Director Jami Miscik | Management | For | For |
| 1j | Elect Director Masato Miyachi | Management | For | For |
| 1k | Elect Director Dennis M. Nally | Management | For | For |
| 1l | Elect Director Mary L. Schapiro | Management | For | For |
| 1m | Elect Director Perry M. Traquina | Management | For | For |
| 1n | Elect Director Rayford Wilkins, Jr. | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 6 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| MTU AERO ENGINES AG MEETING DATE: MAY 11, 2023 |
||||
| TICKER: MTX SECURITY ID: D5565H104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 3.20 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Ratify KPMG AG as Auditors for Fiscal Year 2023 | Management | For | For |
| 6 | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 7 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| 8.1 | Elect Christine Bortenlaenger to the Supervisory Board | Management | For | For |
| 8.2 | Elect Marion Weissenberger-Eibl to the Supervisory Board | Management | For | For |
| 8.3 | Elect Ute Wolf to the Supervisory Board | Management | For | For |
| 9 | Approve Remuneration Report | Management | For | For |
| NIKE, INC. MEETING DATE: SEP 09, 2022 |
||||
| TICKER: NKE SECURITY ID: 654106103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Alan B. Graf, Jr. | Management | For | For |
| 1b | Elect Director Peter B. Henry | Management | For | For |
| 1c | Elect Director Michelle A. Peluso | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 5 | Adopt a Policy on China Sourcing | Shareholder | Against | Against |
| NORTHERN TRUST CORPORATION MEETING DATE: APR 25, 2023 |
||||
| TICKER: NTRS SECURITY ID: 665859104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Linda Walker Bynoe | Management | For | For |
| 1b | Elect Director Susan Crown | Management | For | For |
| 1c | Elect Director Dean M. Harrison | Management | For | For |
| 1d | Elect Director Jay L. Henderson | Management | For | For |
| 1e | Elect Director Marcy S. Klevorn | Management | For | For |
| 1f | Elect Director Siddharth N. (Bobby) Mehta | Management | For | For |
| 1g | Elect Director Michael G. O'Grady | Management | For | For |
| 1h | Elect Director Jose Luis Prado | Management | For | For |
| 1i | Elect Director Martin P. Slark | Management | For | For |
| 1j | Elect Director David H. B. Smith, Jr. | Management | For | For |
| 1k | Elect Director Donald Thompson | Management | For | For |
| 1l | Elect Director Charles A. Tribbett, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| NVIDIA CORPORATION MEETING DATE: JUN 22, 2023 |
||||
| TICKER: NVDA SECURITY ID: 67066G104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert K. Burgess | Management | For | For |
| 1b | Elect Director Tench Coxe | Management | For | For |
| 1c | Elect Director John O. Dabiri | Management | For | For |
| 1d | Elect Director Persis S. Drell | Management | For | For |
| 1e | Elect Director Jen-Hsun Huang | Management | For | For |
| 1f | Elect Director Dawn Hudson | Management | For | For |
| 1g | Elect Director Harvey C. Jones | Management | For | For |
| 1h | Elect Director Michael G. McCaffery | Management | For | For |
| 1i | Elect Director Stephen C. Neal | Management | For | For |
| 1j | Elect Director Mark L. Perry | Management | For | For |
| 1k | Elect Director A. Brooke Seawell | Management | For | For |
| 1l | Elect Director Aarti Shah | Management | For | For |
| 1m | Elect Director Mark A. Stevens | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| OAK STREET HEALTH, INC. MEETING DATE: APR 28, 2023 |
||||
| TICKER: OSH SECURITY ID: 67181A107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Merger Agreement | Management | For | For |
| 2 | Advisory Vote on Golden Parachutes | Management | For | For |
| 3 | Adjourn Meeting | Management | For | For |
| OTIS WORLDWIDE CORPORATION MEETING DATE: MAY 18, 2023 |
||||
| TICKER: OTIS SECURITY ID: 68902V107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jeffrey H. Black | Management | For | For |
| 1b | Elect Director Nelda J. Connors | Management | For | For |
| 1c | Elect Director Kathy Hopinkah Hannan | Management | For | For |
| 1d | Elect Director Shailesh G. Jejurikar | Management | For | For |
| 1e | Elect Director Christopher J. Kearney | Management | For | For |
| 1f | Elect Director Judith F. Marks | Management | For | For |
| 1g | Elect Director Harold W. McGraw, III | Management | For | For |
| 1h | Elect Director Margaret M. V. Preston | Management | For | For |
| 1i | Elect Director Shelley Stewart, Jr. | Management | For | For |
| 1j | Elect Director John H. Walker | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| PAYPAL HOLDINGS, INC. MEETING DATE: MAY 24, 2023 |
||||
| TICKER: PYPL SECURITY ID: 70450Y103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rodney C. Adkins | Management | For | For |
| 1b | Elect Director Jonathan Christodoro | Management | For | For |
| 1c | Elect Director John J. Donahoe | Management | For | For |
| 1d | Elect Director David W. Dorman | Management | For | For |
| 1e | Elect Director Belinda J. Johnson | Management | For | For |
| 1f | Elect Director Enrique Lores | Management | For | For |
| 1g | Elect Director Gail J. McGovern | Management | For | For |
| 1h | Elect Director Deborah M. Messemer | Management | For | For |
| 1i | Elect Director David M. Moffett | Management | For | For |
| 1j | Elect Director Ann M. Sarnoff | Management | For | For |
| 1k | Elect Director Daniel H. Schulman | Management | For | For |
| 1l | Elect Director Frank D. Yeary | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Amend Omnibus Stock Plan | Management | For | For |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Adopt a Policy on Services in Conflict Zones | Shareholder | Against | Against |
| 6 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 7 | Report on PayPal's Nondiscriminatory Provision of Financial Services - Withdrawn | Shareholder | None | None |
| 8 | Report on Ensuring Respect for Civil Liberties | Shareholder | Against | Against |
| 9 | Adopt Majority Vote Standard for Director Elections | Shareholder | Against | Against |
| PERFORMANCE FOOD GROUP COMPANY MEETING DATE: NOV 16, 2022 |
||||
| TICKER: PFGC SECURITY ID: 71377A103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director George L. Holm | Management | For | For |
| 1b | Elect Director Manuel A. Fernandez | Management | For | For |
| 1c | Elect Director Barbara J. Beck | Management | For | For |
| 1d | Elect Director William F. Dawson, Jr. | Management | For | For |
| 1e | Elect Director Laura Flanagan | Management | For | For |
| 1f | Elect Director Matthew C. Flanigan | Management | For | For |
| 1g | Elect Director Kimberly S. Grant | Management | For | For |
| 1h | Elect Director Jeffrey M. Overly | Management | For | For |
| 1i | Elect Director David V. Singer | Management | For | For |
| 1j | Elect Director Randall N. Spratt | Management | For | For |
| 1k | Elect Director Warren M. Thompson | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| PG&E CORPORATION MEETING DATE: MAY 18, 2023 |
||||
| TICKER: PCG SECURITY ID: 69331C108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl F. Campbell | Management | For | For |
| 1b | Elect Director Kerry W. Cooper | Management | For | For |
| 1c | Elect Director Arno L. Harris | Management | For | For |
| 1d | Elect Director Carlos M. Hernandez | Management | For | For |
| 1e | Elect Director Michael R. Niggli | Management | For | For |
| 1f | Elect Director Benjamin F. Wilson | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| PHILLIPS 66 MEETING DATE: MAY 10, 2023 |
||||
| TICKER: PSX SECURITY ID: 718546104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Gregory J. Hayes | Management | For | For |
| 1b | Elect Director Charles M. Holley | Management | For | For |
| 1c | Elect Director Denise R. Singleton | Management | For | For |
| 1d | Elect Director Glenn F. Tilton | Management | For | For |
| 1e | Elect Director Marna C. Whittington | Management | For | For |
| 2 | Declassify the Board of Directors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Publish Audited Report on Impacts of a Significant Reduction in Virgin Plastic Demand | Shareholder | Against | Against |
| PTC INC. MEETING DATE: FEB 16, 2023 |
||||
| TICKER: PTC SECURITY ID: 69370C100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Mark Benjamin | Management | For | For |
| 1.2 | Elect Director Janice Chaffin | Management | For | For |
| 1.3 | Elect Director Amar Hanspal | Management | For | For |
| 1.4 | Elect Director James Heppelmann | Management | For | For |
| 1.5 | Elect Director Michal Katz | Management | For | For |
| 1.6 | Elect Director Paul Lacy | Management | For | For |
| 1.7 | Elect Director Corinna Lathan | Management | For | For |
| 1.8 | Elect Director Blake Moret | Management | For | For |
| 1.9 | Elect Director Robert Schechter | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Amend Qualified Employee Stock Purchase Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| QUALCOMM INCORPORATED MEETING DATE: MAR 08, 2023 |
||||
| TICKER: QCOM SECURITY ID: 747525103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Sylvia Acevedo | Management | For | For |
| 1b | Elect Director Cristiano R. Amon | Management | For | For |
| 1c | Elect Director Mark Fields | Management | For | For |
| 1d | Elect Director Jeffrey W. Henderson | Management | For | For |
| 1e | Elect Director Gregory N. Johnson | Management | For | For |
| 1f | Elect Director Ann M. Livermore | Management | For | For |
| 1g | Elect Director Mark D. McLaughlin | Management | For | For |
| 1h | Elect Director Jamie S. Miller | Management | For | For |
| 1i | Elect Director Irene B. Rosenfeld | Management | For | For |
| 1j | Elect Director Kornelis (Neil) Smit | Management | For | For |
| 1k | Elect Director Jean-Pascal Tricoire | Management | For | For |
| 1l | Elect Director Anthony J. Vinciquerra | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Approve Omnibus Stock Plan | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| RADIAN GROUP INC. MEETING DATE: MAY 17, 2023 |
||||
| TICKER: RDN SECURITY ID: 750236101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Howard B. Culang | Management | For | For |
| 1b | Elect Director Fawad Ahmad | Management | For | For |
| 1c | Elect Director Brad L. Conner | Management | For | For |
| 1d | Elect Director Debra Hess | Management | For | For |
| 1e | Elect Director Lisa W. Hess | Management | For | For |
| 1f | Elect Director Brian D. Montgomery | Management | For | For |
| 1g | Elect Director Lisa Mumford | Management | For | For |
| 1h | Elect Director Gaetano J. Muzio | Management | For | For |
| 1i | Elect Director Gregory V. Serio | Management | For | For |
| 1j | Elect Director Noel J. Spiegel | Management | For | For |
| 1k | Elect Director Richard G. Thornberry | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| RAYMOND JAMES FINANCIAL, INC. MEETING DATE: FEB 23, 2023 |
||||
| TICKER: RJF SECURITY ID: 754730109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marlene Debel | Management | For | For |
| 1b | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1c | Elect Director Jeffrey N. Edwards | Management | For | For |
| 1d | Elect Director Benjamin C. Esty | Management | For | For |
| 1e | Elect Director Anne Gates | Management | For | For |
| 1f | Elect Director Thomas A. James | Management | For | For |
| 1g | Elect Director Gordon L. Johnson | Management | For | For |
| 1h | Elect Director Roderick C. McGeary | Management | For | For |
| 1i | Elect Director Paul C. Reilly | Management | For | For |
| 1j | Elect Director Raj Seshadri | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify KPMG LLP as Auditors | Management | For | For |
| RAYTHEON TECHNOLOGIES CORPORATION MEETING DATE: MAY 02, 2023 |
||||
| TICKER: RTX SECURITY ID: 75513E101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Tracy A. Atkinson | Management | For | For |
| 1b | Elect Director Leanne G. Caret | Management | For | For |
| 1c | Elect Director Bernard A. Harris, Jr. | Management | For | For |
| 1d | Elect Director Gregory J. Hayes | Management | For | For |
| 1e | Elect Director George R. Oliver | Management | For | For |
| 1f | Elect Director Robert K. (Kelly) Ortberg | Management | For | For |
| 1g | Elect Director Dinesh C. Paliwal | Management | For | For |
| 1h | Elect Director Ellen M. Pawlikowski | Management | For | For |
| 1i | Elect Director Denise L. Ramos | Management | For | For |
| 1j | Elect Director Fredric G. Reynolds | Management | For | For |
| 1k | Elect Director Brian C. Rogers | Management | For | For |
| 1l | Elect Director James A. Winnefeld, Jr. | Management | For | For |
| 1m | Elect Director Robert O. Work | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Amend Certificate of Incorporation to Eliminate Personal Liability of Officers for Monetary Damages For Breach of Fiduciary Duty as an Officer | Management | For | For |
| 7 | Require Independent Board Chair | Shareholder | Against | Against |
| 8 | Report on Efforts to Reduce GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Against | Against |
| REGAL REXNORD CORPORATION MEETING DATE: APR 25, 2023 |
||||
| TICKER: RRX SECURITY ID: 758750103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jan A. Bertsch | Management | For | For |
| 1b | Elect Director Stephen M. Burt | Management | For | For |
| 1c | Elect Director Anesa T. Chaibi | Management | For | For |
| 1d | Elect Director Theodore D. Crandall | Management | For | For |
| 1e | Elect Director Michael P. Doss | Management | For | For |
| 1f | Elect Director Michael F. Hilton | Management | For | For |
| 1g | Elect Director Louis V. Pinkham | Management | For | For |
| 1h | Elect Director Rakesh Sachdev | Management | For | For |
| 1i | Elect Director Curtis W. Stoelting | Management | For | For |
| 1j | Elect Director Robin A. Walker-Lee | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| RH MEETING DATE: JUN 29, 2023 |
||||
| TICKER: RH SECURITY ID: 74967X103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Hilary Krane | Management | For | For |
| 1.2 | Elect Director Katie Mitic | Management | For | For |
| 1.3 | Elect Director Ali Rowghani | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 4 | Report on Procurement of Down Feathers from the Company's Suppliers | Shareholder | Against | Against |
| SAFRAN SA MEETING DATE: MAY 25, 2023 |
||||
| TICKER: SAF SECURITY ID: F4035A557 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 1.35 per Share | Management | For | For |
| 4 | Approve Transaction with Airbus SE, Tikehau ACE Capital, AD Holding and the State | Management | For | For |
| 5 | Ratify Appointment of Alexandre Lahousse as Director | Management | For | For |
| 6 | Ratify Appointment of Robert Peugeot as Director | Management | For | For |
| 7 | Reelect Ross McInnes as Director | Management | For | For |
| 8 | Reelect Olivier Andries as Director | Management | For | For |
| 9 | Elect Fabrice Bregier as Director | Management | For | For |
| 10 | Reelect Laurent Guillot as Director | Management | For | For |
| 11 | Reelect Alexandre Lahousse as Director | Management | For | For |
| 12 | Approve Compensation of Ross McInnes, Chairman of the Board | Management | For | For |
| 13 | Approve Compensation of Olivier Andries, CEO | Management | For | For |
| 14 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 15 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 16 | Approve Remuneration Policy of CEO | Management | For | For |
| 17 | Approve Remuneration Policy of Directors | Management | For | For |
| 18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 19 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million | Management | For | For |
| 20 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 8 Million | Management | For | For |
| 21 | Authorize Capital Increase of Up to EUR 8 Million for Future Exchange Offers | Management | For | For |
| 22 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 8 Million | Management | For | For |
| 23 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 19-22 | Management | For | For |
| 24 | Authorize Capitalization of Reserves of Up to EUR 12.5 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 25 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 26 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 27 | Authorize up to 0.4 Percent of Issued Capital for Use in Restricted Stock Plans With Performance Conditions Attached | Management | For | For |
| 28 | Authorize up to 0.3 Percent of Issued Capital for Use in Restricted Stock Plans | Management | For | For |
| 29 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SALESFORCE, INC. MEETING DATE: JUN 08, 2023 |
||||
| TICKER: CRM SECURITY ID: 79466L302 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marc Benioff | Management | For | For |
| 1b | Elect Director Laura Alber | Management | For | For |
| 1c | Elect Director Craig Conway | Management | For | For |
| 1d | Elect Director Arnold Donald | Management | For | For |
| 1e | Elect Director Parker Harris | Management | For | For |
| 1f | Elect Director Neelie Kroes | Management | For | For |
| 1g | Elect Director Sachin Mehra | Management | For | For |
| 1h | Elect Director G. Mason Morfit | Management | For | For |
| 1i | Elect Director Oscar Munoz | Management | For | For |
| 1j | Elect Director John V. Roos | Management | For | For |
| 1k | Elect Director Robin Washington | Management | For | For |
| 1l | Elect Director Maynard Webb | Management | For | For |
| 1m | Elect Director Susan Wojcicki | Management | For | For |
| 2 | Amend Omnibus Stock Plan | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 5 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 6 | Require Independent Board Chair | Shareholder | Against | Against |
| 7 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Against | Against |
| SAMSUNG ELECTRONICS CO., LTD. MEETING DATE: NOV 03, 2022 |
||||
| TICKER: 005930 SECURITY ID: Y74718100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Heo Eun-nyeong as Outside Director | Management | For | For |
| 1.2 | Elect Yoo Myeong-hui as Outside Director | Management | For | For |
| SAMSUNG ELECTRONICS CO., LTD. MEETING DATE: MAR 15, 2023 |
||||
| TICKER: 005930 SECURITY ID: Y74718100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Allocation of Income | Management | For | For |
| 2 | Elect Han Jong-hui as Inside Director | Management | For | For |
| 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Management | For | For |
| SANOFI MEETING DATE: MAY 25, 2023 |
||||
| TICKER: SAN SECURITY ID: 80105N105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Financial Statements and Statutory Reports | Management | For | For |
| 2 | Approve Consolidated Financial Statements and Statutory Reports | Management | For | For |
| 3 | Approve Allocation of Income and Dividends of EUR 3.56 per Share | Management | For | For |
| 4 | Elect Frederic Oudea as Director | Management | For | For |
| 5 | Approve Compensation Report of Corporate Officers | Management | For | For |
| 6 | Approve Compensation of Serge Weinberg, Chairman of the Board | Management | For | For |
| 7 | Approve Compensation of Paul Hudson, CEO | Management | For | For |
| 8 | Approve Remuneration of Directors in the Aggregate Amount of EUR 2.5 Million | Management | For | For |
| 9 | Approve Remuneration Policy of Directors | Management | For | For |
| 10 | Approve Remuneration Policy of Chairman of the Board | Management | For | For |
| 11 | Approve Remuneration Policy of CEO | Management | For | For |
| 12 | Renew Appointment of PricewaterhouseCoopers Audit as Auditor | Management | For | For |
| 13 | Ratify Change Location of Registered Office to 46, Avenue de la Grande Armee, 75017 Paris and Amend Article 4 of Bylaws Accordingly | Management | For | For |
| 14 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 15 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Management | For | For |
| 16 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 997 Million | Management | For | For |
| 17 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 18 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 240 Million | Management | For | For |
| 19 | Approve Issuance of Debt Securities Giving Access to New Shares of Subsidiaries and/or Debt Securities, up to Aggregate Amount of EUR 7 Billion | Management | For | For |
| 20 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 16-18 | Management | For | For |
| 21 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Management | For | For |
| 22 | Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value | Management | For | For |
| 23 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Management | For | For |
| 24 | Authorize Filing of Required Documents/Other Formalities | Management | For | For |
| SAP SE MEETING DATE: MAY 11, 2023 |
||||
| TICKER: SAP SECURITY ID: 803054204 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Management | None | None |
| 2 | Approve Allocation of Income and Dividends of EUR 2.05 per Share | Management | For | For |
| 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Management | For | For |
| 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Management | For | For |
| 5 | Approve Remuneration Report | Management | For | For |
| 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Management | For | For |
| 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | Management | For | For |
| 8.a | Elect Jennifer Xin-Zhe Li to the Supervisory Board | Management | For | For |
| 8.b | Elect Qi Lu to the Supervisory Board | Management | For | For |
| 8.c | Elect Punit Renjen to the Supervisory Board | Management | For | For |
| 9 | Approve Remuneration Policy for the Management Board | Management | For | For |
| 10 | Approve Remuneration Policy for the Supervisory Board | Management | For | For |
| 11.a | Approve Virtual-Only Shareholder Meetings Until 2025 | Management | For | For |
| 11.b | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Management | For | For |
| SEMPRA ENERGY MEETING DATE: MAY 12, 2023 |
||||
| TICKER: SRE SECURITY ID: 816851109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Andres Conesa | Management | For | Against |
| 1b | Elect Director Pablo A. Ferrero | Management | For | For |
| 1c | Elect Director Jeffrey W. Martin | Management | For | For |
| 1d | Elect Director Bethany J. Mayer | Management | For | For |
| 1e | Elect Director Michael N. Mears | Management | For | For |
| 1f | Elect Director Jack T. Taylor | Management | For | Against |
| 1g | Elect Director Cynthia L. Walker | Management | For | For |
| 1h | Elect Director Cynthia J. Warner | Management | For | Against |
| 1i | Elect Director James C. Yardley | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Increase Authorized Common Stock | Management | For | Against |
| 6 | Change Company Name to Sempra | Management | For | For |
| 7 | Amend Articles of Incorporation | Management | For | For |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| SIMON PROPERTY GROUP, INC. MEETING DATE: MAY 04, 2023 |
||||
| TICKER: SPG SECURITY ID: 828806109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director Glyn F. Aeppel | Management | For | For |
| 1B | Elect Director Larry C. Glasscock | Management | For | For |
| 1C | Elect Director Allan Hubbard | Management | For | Against |
| 1D | Elect Director Reuben S. Leibowitz | Management | For | Against |
| 1E | Elect Director Randall J. Lewis | Management | For | For |
| 1F | Elect Director Gary M. Rodkin | Management | For | For |
| 1G | Elect Director Peggy Fang Roe | Management | For | For |
| 1H | Elect Director Stefan M. Selig | Management | For | Against |
| 1I | Elect Director Daniel C. Smith | Management | For | Against |
| 1J | Elect Director Marta R. Stewart | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| SNOWFLAKE INC. MEETING DATE: JUL 07, 2022 |
||||
| TICKER: SNOW SECURITY ID: 833445109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Kelly A. Kramer | Management | For | For |
| 1b | Elect Director Frank Slootman | Management | For | For |
| 1c | Elect Director Michael L. Speiser | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| SONY GROUP CORP. MEETING DATE: JUN 20, 2023 |
||||
| TICKER: 6758 SECURITY ID: 835699307 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Yoshida, Kenichiro | Management | For | For |
| 1.2 | Elect Director Totoki, Hiroki | Management | For | For |
| 1.3 | Elect Director Hatanaka, Yoshihiko | Management | For | For |
| 1.4 | Elect Director Oka, Toshiko | Management | For | For |
| 1.5 | Elect Director Akiyama, Sakie | Management | For | For |
| 1.6 | Elect Director Wendy Becker | Management | For | For |
| 1.7 | Elect Director Kishigami, Keiko | Management | For | For |
| 1.8 | Elect Director Joseph A. Kraft Jr | Management | For | For |
| 1.9 | Elect Director Neil Hunt | Management | For | For |
| 1.10 | Elect Director William Morrow | Management | For | For |
| 2 | Approve Stock Option Plan | Management | For | For |
| SPECTRUM BRANDS HOLDINGS, INC. MEETING DATE: AUG 09, 2022 |
||||
| TICKER: SPB SECURITY ID: 84790A105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Sherianne James | Management | For | For |
| 1.2 | Elect Director Leslie L. Campbell | Management | For | For |
| 1.3 | Elect Director Joan Chow | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| STANLEY BLACK & DECKER, INC. MEETING DATE: APR 21, 2023 |
||||
| TICKER: SWK SECURITY ID: 854502101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Donald Allan, Jr. | Management | For | For |
| 1b | Elect Director Andrea J. Ayers | Management | For | For |
| 1c | Elect Director Patrick D. Campbell | Management | For | For |
| 1d | Elect Director Debra A. Crew | Management | For | For |
| 1e | Elect Director Michael D. Hankin | Management | For | For |
| 1f | Elect Director Robert J. Manning | Management | For | For |
| 1g | Elect Director Adrian V. Mitchell | Management | For | For |
| 1h | Elect Director Jane M. Palmieri | Management | For | For |
| 1i | Elect Director Mojdeh Poul | Management | For | For |
| 1j | Elect Director Irving Tan | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| STARBUCKS CORPORATION MEETING DATE: MAR 23, 2023 |
||||
| TICKER: SBUX SECURITY ID: 855244109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard E. Allison, Jr. | Management | For | For |
| 1b | Elect Director Andrew Campion | Management | For | For |
| 1c | Elect Director Beth Ford | Management | For | For |
| 1d | Elect Director Mellody Hobson | Management | For | For |
| 1e | Elect Director Jorgen Vig Knudstorp | Management | For | For |
| 1f | Elect Director Satya Nadella | Management | For | For |
| 1g | Elect Director Laxman Narasimhan | Management | For | For |
| 1h | Elect Director Howard Schultz | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Plant-Based Milk Pricing | Shareholder | Against | Against |
| 6 | Adopt Policy on Succession Planning | Shareholder | Against | Against |
| 7 | Report on Operations in Communist China | Shareholder | Against | Against |
| 8 | Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Against | For |
| 9 | Establish Committee on Corporate Sustainability | Shareholder | Against | Against |
| STATE STREET CORPORATION MEETING DATE: MAY 17, 2023 |
||||
| TICKER: STT SECURITY ID: 857477103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Patrick de Saint-Aignan | Management | For | For |
| 1b | Elect Director Marie A. Chandoha | Management | For | For |
| 1c | Elect Director DonnaLee DeMaio | Management | For | For |
| 1d | Elect Director Amelia C. Fawcett | Management | For | For |
| 1e | Elect Director William C. Freda | Management | For | For |
| 1f | Elect Director Sara Mathew | Management | For | For |
| 1g | Elect Director William L. Meaney | Management | For | For |
| 1h | Elect Director Ronald P. O'Hanley | Management | For | For |
| 1i | Elect Director Sean O'Sullivan | Management | For | For |
| 1j | Elect Director Julio A. Portalatin | Management | For | For |
| 1k | Elect Director John B. Rhea | Management | For | For |
| 1l | Elect Director Gregory L. Summe | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 6 | Report on Asset Management Policies and Diversified Investors | Shareholder | Against | Against |
| SYSCO CORPORATION MEETING DATE: NOV 18, 2022 |
||||
| TICKER: SYY SECURITY ID: 871829107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Daniel J. Brutto | Management | For | For |
| 1b | Elect Director Ali Dibadj | Management | For | For |
| 1c | Elect Director Larry C. Glasscock | Management | For | For |
| 1d | Elect Director Jill M. Golder | Management | For | For |
| 1e | Elect Director Bradley M. Halverson | Management | For | For |
| 1f | Elect Director John M. Hinshaw | Management | For | For |
| 1g | Elect Director Kevin P. Hourican | Management | For | For |
| 1h | Elect Director Hans-Joachim Koerber | Management | For | For |
| 1i | Elect Director Alison Kenney Paul | Management | For | For |
| 1j | Elect Director Edward D. Shirley | Management | For | For |
| 1k | Elect Director Sheila G. Talton | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 4 | Report on Third-Party Civil Rights Audit | Shareholder | Against | For |
| 5 | Commission Third Party Report Assessing Company's Supply Chain Risks | Shareholder | Against | For |
| 6 | Report on Efforts to Reduce Plastic Use | Shareholder | None | For |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. MEETING DATE: JUN 06, 2023 |
||||
| TICKER: 2330 SECURITY ID: 874039100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Approve Business Operations Report and Financial Statements | Management | For | For |
| 2 | Approve Issuance of Restricted Stocks | Management | For | For |
| 3 | Amend Procedures for Endorsement and Guarantees | Management | For | For |
| 4 | Amend the Name of Audit Committee in the Policies (I)Procedures for Acquisition or Disposal of Assets (II)Procedures for Financial Derivatives Transactions (III)Procedures for Lending Funds to Other Parties (IV)Procedures for Endorsement and Guarantee | Management | For | For |
| TARGET CORPORATION MEETING DATE: JUN 14, 2023 |
||||
| TICKER: TGT SECURITY ID: 87612E106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David P. Abney | Management | For | For |
| 1b | Elect Director Douglas M. Baker, Jr. | Management | For | For |
| 1c | Elect Director George S. Barrett | Management | For | For |
| 1d | Elect Director Gail K. Boudreaux | Management | For | For |
| 1e | Elect Director Brian C. Cornell | Management | For | For |
| 1f | Elect Director Robert L. Edwards | Management | For | For |
| 1g | Elect Director Donald R. Knauss | Management | For | For |
| 1h | Elect Director Christine A. Leahy | Management | For | For |
| 1i | Elect Director Monica C. Lozano | Management | For | For |
| 1j | Elect Director Grace Puma | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 1l | Elect Director Dmitri L. Stockton | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TEXTRON INC. MEETING DATE: APR 26, 2023 |
||||
| TICKER: TXT SECURITY ID: 883203101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Richard F. Ambrose | Management | For | For |
| 1b | Elect Director Kathleen M. Bader | Management | For | For |
| 1c | Elect Director R. Kerry Clark | Management | For | For |
| 1d | Elect Director Scott C. Donnelly | Management | For | For |
| 1e | Elect Director Deborah Lee James | Management | For | For |
| 1f | Elect Director Thomas A. Kennedy | Management | For | For |
| 1g | Elect Director Lionel L. Nowell, III | Management | For | For |
| 1h | Elect Director James L. Ziemer | Management | For | For |
| 1i | Elect Director Maria T. Zuber | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| THE BOEING COMPANY MEETING DATE: APR 18, 2023 |
||||
| TICKER: BA SECURITY ID: 097023105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Robert A. Bradway | Management | For | For |
| 1b | Elect Director David L. Calhoun | Management | For | For |
| 1c | Elect Director Lynne M. Doughtie | Management | For | For |
| 1d | Elect Director David L. Gitlin | Management | For | For |
| 1e | Elect Director Lynn J. Good | Management | For | For |
| 1f | Elect Director Stayce D. Harris | Management | For | For |
| 1g | Elect Director Akhil Johri | Management | For | For |
| 1h | Elect Director David L. Joyce | Management | For | For |
| 1i | Elect Director Lawrence W. Kellner | Management | For | For |
| 1j | Elect Director Steven M. Mollenkopf | Management | For | For |
| 1k | Elect Director John M. Richardson | Management | For | For |
| 1l | Elect Director Sabrina Soussan | Management | For | For |
| 1m | Elect Director Ronald A. Williams | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Approve Omnibus Stock Plan | Management | For | For |
| 5 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 6 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 7 | Report on Lobbying Payments and Policy | Shareholder | Against | Against |
| 8 | Report on Climate Lobbying | Shareholder | Against | Against |
| 9 | Report on Median Gender/Racial Pay Gap | Shareholder | Against | Against |
| THE CHARLES SCHWAB CORPORATION MEETING DATE: MAY 18, 2023 |
||||
| TICKER: SCHW SECURITY ID: 808513105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Marianne C. Brown | Management | For | For |
| 1b | Elect Director Frank C. Herringer | Management | For | For |
| 1c | Elect Director Gerri K. Martin-Flickinger | Management | For | For |
| 1d | Elect Director Todd M. Ricketts | Management | For | For |
| 1e | Elect Director Carolyn Schwab-Pomerantz | Management | For | For |
| 2 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Gender/Racial Pay Gap | Shareholder | Against | Against |
| 6 | Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Against | Against |
| THE CIGNA GROUP MEETING DATE: APR 26, 2023 |
||||
| TICKER: CI SECURITY ID: 125523100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cordani | Management | For | For |
| 1b | Elect Director William J. DeLaney | Management | For | For |
| 1c | Elect Director Eric J. Foss | Management | For | For |
| 1d | Elect Director Elder Granger | Management | For | For |
| 1e | Elect Director Neesha Hathi | Management | For | For |
| 1f | Elect Director George Kurian | Management | For | For |
| 1g | Elect Director Kathleen M. Mazzarella | Management | For | For |
| 1h | Elect Director Mark B. McClellan | Management | For | For |
| 1i | Elect Director Kimberly A. Ross | Management | For | For |
| 1j | Elect Director Eric C. Wiseman | Management | For | For |
| 1k | Elect Director Donna F. Zarcone | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 5 | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | For | For |
| 6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| THE COCA-COLA COMPANY MEETING DATE: APR 25, 2023 |
||||
| TICKER: KO SECURITY ID: 191216100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Herb Allen | Management | For | For |
| 1.2 | Elect Director Marc Bolland | Management | For | For |
| 1.3 | Elect Director Ana Botin | Management | For | For |
| 1.4 | Elect Director Christopher C. Davis | Management | For | For |
| 1.5 | Elect Director Barry Diller | Management | For | For |
| 1.6 | Elect Director Carolyn Everson | Management | For | For |
| 1.7 | Elect Director Helene D. Gayle | Management | For | For |
| 1.8 | Elect Director Alexis M. Herman | Management | For | For |
| 1.9 | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1.10 | Elect Director Amity Millhiser | Management | For | For |
| 1.11 | Elect Director James Quincey | Management | For | For |
| 1.12 | Elect Director Caroline J. Tsay | Management | For | For |
| 1.13 | Elect Director David B. Weinberg | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Civil Rights Audit | Shareholder | Against | Against |
| 6 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Against | Against |
| 7 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 8 | Require Independent Board Chair | Shareholder | Against | Against |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| THE INTERPUBLIC GROUP OF COMPANIES, INC. MEETING DATE: MAY 25, 2023 |
||||
| TICKER: IPG SECURITY ID: 460690100 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Jocelyn Carter-Miller | Management | For | For |
| 1.2 | Elect Director Mary J. Steele Guilfoile | Management | For | For |
| 1.3 | Elect Director Dawn Hudson | Management | For | For |
| 1.4 | Elect Director Philippe Krakowsky | Management | For | For |
| 1.5 | Elect Director Jonathan F. Miller | Management | For | For |
| 1.6 | Elect Director Patrick Q. Moore | Management | For | For |
| 1.7 | Elect Director Linda S. Sanford | Management | For | For |
| 1.8 | Elect Director David M. Thomas | Management | For | For |
| 1.9 | Elect Director E. Lee Wyatt Jr. | Management | For | For |
| 2 | Ratify Pricewaterhousecoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| THE PNC FINANCIAL SERVICES GROUP, INC. MEETING DATE: APR 26, 2023 |
||||
| TICKER: PNC SECURITY ID: 693475105 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Joseph Alvarado | Management | For | For |
| 1b | Elect Director Debra A. Cafaro | Management | For | For |
| 1c | Elect Director Marjorie Rodgers Cheshire | Management | For | For |
| 1d | Elect Director William S. Demchak | Management | For | For |
| 1e | Elect Director Andrew T. Feldstein | Management | For | For |
| 1f | Elect Director Richard J. Harshman | Management | For | For |
| 1g | Elect Director Daniel R. Hesse | Management | For | For |
| 1h | Elect Director Renu Khator | Management | For | For |
| 1i | Elect Director Linda R. Medler | Management | For | For |
| 1j | Elect Director Robert A. Niblock | Management | For | For |
| 1k | Elect Director Martin Pfinsgraff | Management | For | For |
| 1l | Elect Director Bryan S. Salesky | Management | For | For |
| 1m | Elect Director Toni Townes-whitley | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| THE SOUTHERN COMPANY MEETING DATE: MAY 24, 2023 |
||||
| TICKER: SO SECURITY ID: 842587107 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Janaki Akella | Management | For | For |
| 1b | Elect Director Henry A. "Hal" Clark, III | Management | For | For |
| 1c | Elect Director Anthony F. "Tony" Earley, Jr. | Management | For | For |
| 1d | Elect Director Thomas A. Fanning | Management | For | For |
| 1e | Elect Director David J. Grain | Management | For | For |
| 1f | Elect Director Colette D. Honorable | Management | For | For |
| 1g | Elect Director Donald M. James | Management | For | For |
| 1h | Elect Director John D. Johns | Management | For | For |
| 1i | Elect Director Dale E. Klein | Management | For | For |
| 1j | Elect Director David E. Meador | Management | For | For |
| 1k | Elect Director Ernest J. Moniz | Management | For | For |
| 1l | Elect Director William G. Smith, Jr. | Management | For | For |
| 1m | Elect Director Kristine L. Svinicki | Management | For | For |
| 1n | Elect Director Lizanne Thomas | Management | For | For |
| 1o | Elect Director Christopher C. Womack | Management | For | For |
| 1p | Elect Director E. Jenner Wood, III | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Eliminate Supermajority Vote Requirement | Management | For | For |
| 6 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 7 | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Shareholder | Against | Against |
| 8 | Report on Feasibility of Net-Zero GHG Emissions | Shareholder | Against | Against |
| THE WALT DISNEY COMPANY MEETING DATE: APR 03, 2023 |
||||
| TICKER: DIS SECURITY ID: 254687106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Mary T. Barra | Management | For | For |
| 1b | Elect Director Safra A. Catz | Management | For | For |
| 1c | Elect Director Amy L. Chang | Management | For | For |
| 1d | Elect Director Francis A. deSouza | Management | For | For |
| 1e | Elect Director Carolyn N. Everson | Management | For | For |
| 1f | Elect Director Michael B.G. Froman | Management | For | For |
| 1g | Elect Director Robert A. Iger | Management | For | For |
| 1h | Elect Director Maria Elena Lagomasino | Management | For | For |
| 1i | Elect Director Calvin R. McDonald | Management | For | For |
| 1j | Elect Director Mark G. Parker | Management | For | For |
| 1k | Elect Director Derica W. Rice | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 6 | Report on Charitable Contributions | Shareholder | Against | Against |
| 7 | Report on Political Expenditures | Shareholder | Against | Against |
| TRUIST FINANCIAL CORPORATION MEETING DATE: APR 25, 2023 |
||||
| TICKER: TFC SECURITY ID: 89832Q109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Jennifer S. Banner | Management | For | For |
| 1b | Elect Director K. David Boyer, Jr. | Management | For | For |
| 1c | Elect Director Agnes Bundy Scanlan | Management | For | For |
| 1d | Elect Director Anna R. Cablik | Management | For | For |
| 1e | Elect Director Dallas S. Clement | Management | For | For |
| 1f | Elect Director Paul D. Donahue | Management | For | For |
| 1g | Elect Director Patrick C. Graney, III | Management | For | For |
| 1h | Elect Director Linnie M. Haynesworth | Management | For | For |
| 1i | Elect Director Kelly S. King | Management | For | For |
| 1j | Elect Director Easter A. Maynard | Management | For | For |
| 1k | Elect Director Donna S. Morea | Management | For | For |
| 1l | Elect Director Charles A. Patton | Management | For | For |
| 1m | Elect Director Nido R. Qubein | Management | For | For |
| 1n | Elect Director David M. Ratcliffe | Management | For | For |
| 1o | Elect Director William H. Rogers, Jr. | Management | For | For |
| 1p | Elect Director Frank P. Scruggs, Jr. | Management | For | For |
| 1q | Elect Director Christine Sears | Management | For | For |
| 1r | Elect Director Thomas E. Skains | Management | For | For |
| 1s | Elect Director Bruce L. Tanner | Management | For | For |
| 1t | Elect Director Thomas N. Thompson | Management | For | For |
| 1u | Elect Director Steven C. Voorhees | Management | For | For |
| 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| TWILIO INC. MEETING DATE: JUN 13, 2023 |
||||
| TICKER: TWLO SECURITY ID: 90138F102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Charles Bell | Management | For | For |
| 1.2 | Elect Director Jeffrey Immelt | Management | For | For |
| 1.3 | Elect Director Erika Rottenberg | Management | For | For |
| 2 | Ratify KPMG LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| U.S. BANCORP MEETING DATE: APR 18, 2023 |
||||
| TICKER: USB SECURITY ID: 902973304 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Warner L. Baxter | Management | For | For |
| 1b | Elect Director Dorothy J. Bridges | Management | For | For |
| 1c | Elect Director Elizabeth L. Buse | Management | For | For |
| 1d | Elect Director Andrew Cecere | Management | For | For |
| 1e | Elect Director Alan B. Colberg | Management | For | For |
| 1f | Elect Director Kimberly N. Ellison-Taylor | Management | For | For |
| 1g | Elect Director Kimberly J. Harris | Management | For | For |
| 1h | Elect Director Roland A. Hernandez | Management | For | For |
| 1i | Elect Director Richard P. McKenney | Management | For | For |
| 1j | Elect Director Yusuf I. Mehdi | Management | For | For |
| 1k | Elect Director Loretta E. Reynolds | Management | For | For |
| 1l | Elect Director John P. Wiehoff | Management | For | For |
| 1m | Elect Director Scott W. Wine | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| UNISYS CORPORATION MEETING DATE: MAY 05, 2023 |
||||
| TICKER: UIS SECURITY ID: 909214306 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Peter A. Altabef | Management | For | For |
| 1b | Elect Director Nathaniel A. Davis | Management | For | For |
| 1c | Elect Director Matthew J. Desch | Management | For | For |
| 1d | Elect Director Philippe Germond | Management | For | For |
| 1e | Elect Director Deborah Lee James | Management | For | For |
| 1f | Elect Director John A. Kritzmacher | Management | For | For |
| 1g | Elect Director Paul E. Martin | Management | For | For |
| 1h | Elect Director Regina Paolillo | Management | For | For |
| 1i | Elect Director Troy K. Richardson | Management | For | For |
| 1j | Elect Director Lee D. Roberts | Management | For | For |
| 1k | Elect Director Roxanne Taylor | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Grant Thornton LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| UNITED PARCEL SERVICE, INC. MEETING DATE: MAY 04, 2023 |
||||
| TICKER: UPS SECURITY ID: 911312106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Carol Tome | Management | For | For |
| 1b | Elect Director Rodney Adkins | Management | For | For |
| 1c | Elect Director Eva Boratto | Management | For | For |
| 1d | Elect Director Michael Burns | Management | For | For |
| 1e | Elect Director Wayne Hewett | Management | For | For |
| 1f | Elect Director Angela Hwang | Management | For | For |
| 1g | Elect Director Kate Johnson | Management | For | For |
| 1h | Elect Director William Johnson | Management | For | For |
| 1i | Elect Director Franck Moison | Management | For | For |
| 1j | Elect Director Christiana Smith Shi | Management | For | For |
| 1k | Elect Director Russell Stokes | Management | For | For |
| 1l | Elect Director Kevin Warsh | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Against | For |
| 6 | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Shareholder | Against | For |
| 7 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Against | Against |
| 8 | Report on Just Transition | Shareholder | Against | For |
| 9 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Against | Against |
| 10 | Oversee and Report a Civil Rights Audit | Shareholder | Against | Against |
| 11 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Against | For |
| UNITEDHEALTH GROUP INCORPORATED MEETING DATE: JUN 05, 2023 |
||||
| TICKER: UNH SECURITY ID: 91324P102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Timothy Flynn | Management | For | For |
| 1b | Elect Director Paul Garcia | Management | For | For |
| 1c | Elect Director Kristen Gil | Management | For | For |
| 1d | Elect Director Stephen Hemsley | Management | For | For |
| 1e | Elect Director Michele Hooper | Management | For | For |
| 1f | Elect Director F. William McNabb, III | Management | For | For |
| 1g | Elect Director Valerie Montgomery Rice | Management | For | For |
| 1h | Elect Director John Noseworthy | Management | For | For |
| 1i | Elect Director Andrew Witty | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 5 | Report on Third-Party Racial Equity Audit | Shareholder | Against | Against |
| 6 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Against | Against |
| 7 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| UNIVERSAL MUSIC GROUP NV MEETING DATE: MAY 11, 2023 |
||||
| TICKER: UMG SECURITY ID: N90313102 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1 | Open Meeting | Management | None | None |
| 2 | Receive Annual Report | Management | None | None |
| 3 | Approve Remuneration Report | Management | For | Against |
| 4 | Adopt Financial Statements | Management | For | For |
| 5.a | Receive Explanation on Company's Dividend Policy | Management | None | None |
| 5.b | Approve Dividends | Management | For | For |
| 6.a | Approve Discharge of Executive Directors | Management | For | For |
| 6.b | Approve Discharge of Non-Executive Directors | Management | For | For |
| 7.a | Reelect Lucian Grainge as Executive Director | Management | For | Against |
| 7.b | Approve Supplement to the Company's Remuneration Policy in Respect of Lucian Grainge | Management | For | Against |
| 8.a | Reelect Sherry Lansing as Non-Executive Director | Management | For | Against |
| 8.b | Reelect Anna Jones as Non-Executive Director | Management | For | Against |
| 8.c | Reelect Luc van Os as Non-Executive Director | Management | For | Against |
| 8.d | Elect Haim Saban as Non-Executive Director | Management | For | For |
| 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | For | For |
| 10 | Ratify Auditors | Management | For | For |
| 11 | Other Business (Non-Voting) | Management | None | None |
| 12 | Close Meeting | Management | None | None |
| US FOODS HOLDING CORP. MEETING DATE: MAY 18, 2023 |
||||
| TICKER: USFD SECURITY ID: 912008109 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cheryl A. Bachelder | Management | For | For |
| 1b | Elect Director James J. Barber, Jr. | Management | For | For |
| 1c | Elect Director Robert M. Dutkowsky | Management | For | For |
| 1d | Elect Director Scott D. Ferguson | Management | For | For |
| 1e | Elect Director David E. Flitman | Management | For | For |
| 1f | Elect Director Marla Gottschalk | Management | For | For |
| 1g | Elect Director Sunil Gupta | Management | For | For |
| 1h | Elect Director Carl Andrew Pforzheimer | Management | For | For |
| 1i | Elect Director Quentin Roach | Management | For | For |
| 1j | Elect Director David M. Tehle | Management | For | For |
| 1k | Elect Director David A. Toy | Management | For | For |
| 1l | Elect Director Ann E. Ziegler | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | For | For |
| 5 | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | Management | For | For |
| 6 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 7 | Limit Accelerated Vesting of Equity Awards Upon a Change in Control | Shareholder | Against | Against |
| VAXCYTE, INC. MEETING DATE: JUN 13, 2023 |
||||
| TICKER: PCVX SECURITY ID: 92243G108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Halley Gilbert | Management | For | For |
| 1.2 | Elect Director Michael E. Kamarck | Management | For | For |
| 1.3 | Elect Director Grant E. Pickering | Management | For | For |
| 2 | Ratify Deloitte & Touche, LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| VERIZON COMMUNICATIONS INC. MEETING DATE: MAY 11, 2023 |
||||
| TICKER: VZ SECURITY ID: 92343V104 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Shellye Archambeau | Management | For | For |
| 1.2 | Elect Director Roxanne Austin | Management | For | For |
| 1.3 | Elect Director Mark Bertolini | Management | For | For |
| 1.4 | Elect Director Vittorio Colao | Management | For | For |
| 1.5 | Elect Director Melanie Healey | Management | For | For |
| 1.6 | Elect Director Laxman Narasimhan | Management | For | For |
| 1.7 | Elect Director Clarence Otis, Jr. | Management | For | For |
| 1.8 | Elect Director Daniel Schulman | Management | For | For |
| 1.9 | Elect Director Rodney Slater | Management | For | For |
| 1.10 | Elect Director Carol Tome | Management | For | For |
| 1.11 | Elect Director Hans Vestberg | Management | For | For |
| 1.12 | Elect Director Gregory Weaver | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Report on Government Requests to Remove Content | Shareholder | Against | Against |
| 6 | Adopt a Policy Prohibiting Direct and Indirect Political Contributions to Candidates | Shareholder | Against | Against |
| 7 | Amend Clawback Policy | Shareholder | Against | Against |
| 8 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Against | Against |
| 9 | Require Independent Board Chair | Shareholder | Against | Against |
| VERTIV HOLDINGS CO. MEETING DATE: JUN 14, 2023 |
||||
| TICKER: VRT SECURITY ID: 92537N108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director David M. Cote | Management | For | For |
| 1b | Elect Director Giordano Albertazzi | Management | For | For |
| 1c | Elect Director Joseph J. DeAngelo | Management | For | For |
| 1d | Elect Director Joseph van Dokkum | Management | For | For |
| 1e | Elect Director Roger Fradin | Management | For | For |
| 1f | Elect Director Jakki L. Haussler | Management | For | For |
| 1g | Elect Director Jacob Kotzubei | Management | For | For |
| 1h | Elect Director Matthew Louie | Management | For | For |
| 1i | Elect Director Edward L. Monser | Management | For | For |
| 1j | Elect Director Steven S. Reinemund | Management | For | For |
| 1k | Elect Director Robin L. Washington | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VERVE THERAPEUTICS, INC. MEETING DATE: JUN 15, 2023 |
||||
| TICKER: VERV SECURITY ID: 92539P101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1.1 | Elect Director Alexander Cumbo | Management | For | For |
| 1.2 | Elect Director Michael MacLean | Management | For | For |
| 1.3 | Elect Director Sheila Mikhail | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| VIATRIS INC. MEETING DATE: DEC 09, 2022 |
||||
| TICKER: VTRS SECURITY ID: 92556V106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1A | Elect Director W. Don Cornwell | Management | For | For |
| 1B | Elect Director Harry A. Korman | Management | For | For |
| 1C | Elect Director Rajiv Malik | Management | For | For |
| 1D | Elect Director Richard A. Mark | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | Against |
| 3 | Ratify Deloitte & Touche LLP as Auditors | Management | For | For |
| 4 | Require Independent Board Chair | Shareholder | Against | Against |
| VISA INC. MEETING DATE: JAN 24, 2023 |
||||
| TICKER: V SECURITY ID: 92826C839 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Lloyd A. Carney | Management | For | For |
| 1b | Elect Director Kermit R. Crawford | Management | For | For |
| 1c | Elect Director Francisco Javier Fernandez-Carbajal | Management | For | For |
| 1d | Elect Director Alfred F. Kelly, Jr. | Management | For | For |
| 1e | Elect Director Ramon Laguarta | Management | For | For |
| 1f | Elect Director Teri L. List | Management | For | For |
| 1g | Elect Director John F. Lundgren | Management | For | For |
| 1h | Elect Director Denise M. Morrison | Management | For | For |
| 1i | Elect Director Linda J. Rendle | Management | For | For |
| 1j | Elect Director Maynard G. Webb, Jr. | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Require Independent Board Chair | Shareholder | Against | Against |
| WALMART INC. MEETING DATE: MAY 31, 2023 |
||||
| TICKER: WMT SECURITY ID: 931142103 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Cesar Conde | Management | For | For |
| 1b | Elect Director Timothy P. Flynn | Management | For | For |
| 1c | Elect Director Sarah J. Friar | Management | For | For |
| 1d | Elect Director Carla A. Harris | Management | For | For |
| 1e | Elect Director Thomas W. Horton | Management | For | For |
| 1f | Elect Director Marissa A. Mayer | Management | For | For |
| 1g | Elect Director C. Douglas McMillon | Management | For | For |
| 1h | Elect Director Gregory B. Penner | Management | For | For |
| 1i | Elect Director Randall L. Stephenson | Management | For | For |
| 1j | Elect Director S. Robson Walton | Management | For | For |
| 1k | Elect Director Steuart L. Walton | Management | For | For |
| 2 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Consider Pay Disparity Between CEO and Other Employees | Shareholder | Against | Against |
| 6 | Report on Human Rights Due Diligence | Shareholder | Against | Against |
| 7 | Commission Third Party Racial Equity Audit | Shareholder | Against | Against |
| 8 | Report on Racial and Gender Layoff Diversity | Shareholder | Against | Against |
| 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
| 10 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Against | Against |
| 11 | Report on Risks Related to Operations in China | Shareholder | Against | Against |
| 12 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Against | Against |
| WELLS FARGO & COMPANY MEETING DATE: APR 25, 2023 |
||||
| TICKER: WFC SECURITY ID: 949746101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Steven D. Black | Management | For | For |
| 1b | Elect Director Mark A. Chancy | Management | For | For |
| 1c | Elect Director Celeste A. Clark | Management | For | For |
| 1d | Elect Director Theodore F. Craver, Jr. | Management | For | For |
| 1e | Elect Director Richard K. Davis | Management | For | For |
| 1f | Elect Director Wayne M. Hewett | Management | For | For |
| 1g | Elect Director CeCelia (CeCe) G. Morken | Management | For | For |
| 1h | Elect Director Maria R. Morris | Management | For | For |
| 1i | Elect Director Felicia F. Norwood | Management | For | For |
| 1j | Elect Director Richard B. Payne, Jr. | Management | For | For |
| 1k | Elect Director Ronald L. Sargent | Management | For | For |
| 1l | Elect Director Charles W. Scharf | Management | For | For |
| 1m | Elect Director Suzanne M. Vautrinot | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify KPMG LLP as Auditors | Management | For | For |
| 5 | Adopt Simple Majority Vote | Shareholder | Against | For |
| 6 | Report on Political Expenditures Congruence | Shareholder | Against | Against |
| 7 | Report on Climate Lobbying | Shareholder | Against | Against |
| 8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Against | Against |
| 9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Against | Against |
| 10 | Report on Prevention of Workplace Harassment and Discrimination | Shareholder | Against | Against |
| 11 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Against | Against |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION MEETING DATE: MAY 17, 2023 |
||||
| TICKER: WAB SECURITY ID: 929740108 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Rafael Santana | Management | For | For |
| 1b | Elect Director Lee C. Banks | Management | For | For |
| 1c | Elect Director Byron S. Foster | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| WHIRLPOOL CORPORATION MEETING DATE: APR 18, 2023 |
||||
| TICKER: WHR SECURITY ID: 963320106 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Samuel R. Allen | Management | For | For |
| 1b | Elect Director Marc R. Bitzer | Management | For | For |
| 1c | Elect Director Greg Creed | Management | For | For |
| 1d | Elect Director Diane M. Dietz | Management | For | For |
| 1e | Elect Director Gerri T. Elliott | Management | For | For |
| 1f | Elect Director Jennifer A. LaClair | Management | For | For |
| 1g | Elect Director John D. Liu | Management | For | For |
| 1h | Elect Director James M. Loree | Management | For | For |
| 1i | Elect Director Harish Manwani | Management | For | For |
| 1j | Elect Director Patricia K. Poppe | Management | For | For |
| 1k | Elect Director Larry O. Spencer | Management | For | For |
| 1l | Elect Director Michael D. White | Management | For | For |
| 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 3 | Advisory Vote on Say on Pay Frequency | Management | One Year | One Year |
| 4 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 5 | Approve Omnibus Stock Plan | Management | For | For |
| WORKDAY, INC. MEETING DATE: JUN 22, 2023 |
||||
| TICKER: WDAY SECURITY ID: 98138H101 |
||||
| Proposal No | Proposal | Proposed By | Management Recommendation | Vote Cast |
| 1a | Elect Director Christa Davies | Management | For | For |
| 1b | Elect Director Wayne A.I. Frederick | Management | For | For |
| 1c | Elect Director Mark J. Hawkins | Management | For | For |
| 1d | Elect Director George J. Still, Jr. | Management | For | For |
| 2 | Ratify Ernst & Young LLP as Auditors | Management | For | For |
| 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Management | For | For |
| 4 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Against | Against |
POWER OF ATTORNEY
I, the undersigned Treasurer of the following investment companies:
| Fidelity Advisor Series I Fidelity Advisor Series VII Fidelity Advisor Series VIII Fidelity Beacon Street Trust Fidelity Capital Trust Fidelity Central Investment Portfolios LLC Fidelity Commonwealth Trust Fidelity Commonwealth Trust II Fidelity Concord Street Trust Fidelity Congress Street Fund Fidelity Contrafund Fidelity Covington Trust Fidelity Destiny Portfolios Fidelity Devonshire Trust Fidelity Exchange Fund Fidelity Financial Trust |
Fidelity Hanover Street Trust Fidelity Hastings Street Trust Fidelity Investment Trust Fidelity Magellan Fund Fidelity Mt. Vernon Street Trust Fidelity Puritan Trust Fidelity Securities Fund Fidelity Select Portfolios Fidelity Summer Street Trust Fidelity Trend Fund Variable Insurance Products Fund Variable Insurance Products Fund II Variable Insurance Products Fund III Variable Insurance Products Fund IV |
in addition to any other investment company for which Fidelity Management & Research Company or an affiliate acts as investment adviser and for which the undersigned individual serves as Treasurer (collectively, the "Funds"), hereby constitute and appoint Mark Lundvall and Lisa Goulemas my true and lawful attorney-in-fact, each of them singly, with full power of substitution, and with full power to sign for me and in my name in the appropriate capacity, all Reports of the Proxy Voting Records of the Funds on Form N-PX under the Investment Company Act of 1940, as amended (the "Act"), or any successor thereto, and any supplements or other instruments in connection therewith, and generally do all such things in my name and behalf in connection therewith as said attorney-in-fact deems necessary or appropriate to cause such Form to be completed and filed in accordance with the Act and all related requirements of the Securities and Exchange Commission. I hereby ratify and confirm all that said attorney-in-fact or his substitute may do or cause to be done by virtue hereof. This power of attorney is effective for all documents filed on or after June 1, 2021.
WITNESS my hand on this 1st day of June 2021.
/s/Stacie M. Smith
Stacie M. Smith
Treasurer