N-PX 1 npx.htm FMSF N-PX 06/30/23
 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

 
 

FORM N-PX

 

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY

 

Investment Company Act file number 811-05387 

 

___Franklin Mutual Series Funds____

(Exact name of registrant as specified in charter)

 

One Franklin Parkway, San Mateo, CA 94403-1906

(Address of principal executive offices) (Zip code)

 

Alison E. Baur, One Franklin Parkway, San Mateo, CA 94403-1906

(Name and address of agent for service)

 

Registrant's telephone number, including area code: (650) 312-2000 

 

Date of fiscal year end: 12/31

 

Date of reporting period: 06/30/2023

 

Item 1. Proxy Voting Records.

Franklin Mutual Beacon Fund

     

 

ACTIVISION BLIZZARD, INC.
Meeting Date:  JUN 21, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL

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

For

6

Adopt Policy on Freedom of Association and Collective Bargaining

Shareholder

Against

For

7

Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn

Shareholder

None

None

     

 

ADIDAS AG
Meeting Date:  MAY 11, 2023
Record Date:  MAY 04, 2023
Meeting Type:  ANNUAL

Ticker:  ADS
Security ID:  D0066B185

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 0.70 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

Against

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

Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares

Management

For

For

9

Authorize Use of Financial Derivatives when Repurchasing Shares

Management

For

For

 

 

AIRBUS SE
Meeting Date:  APR 19, 2023


     

Record Date:  MAR 22, 2023
Meeting Type:  ANNUAL

Ticker:  AIR
Security ID:  NL0000235190

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

Management

For

For


     
 

Issued Share Capital

   

4.14

Approve Cancellation of Repurchased Shares

Management

For

For

5

Close Meeting

Management

None

None

     

 

BLACKROCK, INC.
Meeting Date:  MAY 24, 2023
Record Date:  MAR 30, 2023
Meeting Type:  ANNUAL

Ticker:  BLK
Security ID:  09247X101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Bader M. Alsaad

Management

For

For

1b

Elect Director Pamela Daley

Management

For

For

1c

Elect Director Laurence D. Fink

Management

For

For

1d

Elect Director William E. Ford

Management

For

For

1e

Elect Director Fabrizio Freda

Management

For

For

1f

Elect Director Murry S. Gerber

Management

For

For

1g

Elect Director Margaret "Peggy" L. Johnson

Management

For

For

1h

Elect Director Robert S. Kapito

Management

For

For

1i

Elect Director Cheryl D. Mills

Management

For

For

1j

Elect Director Gordon M. Nixon

Management

For

For

1k

Elect Director Kristin C. Peck

Management

For

For

1l

Elect Director Charles H. Robbins

Management

For

For

1m

Elect Director Marco Antonio Slim Domit

Management

For

For

1n

Elect Director Hans E. Vestberg

Management

For

For

1o

Elect Director Susan L. Wagner

Management

For

For

1p

Elect Director Mark 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

5

Report on Third-Party Civil Rights Audit

Shareholder

Against

Against

6

Report on Ability to Engineer Decarbonization in the Real Economy

Shareholder

Against

Against

7

Report on Societal Impacts of Aerospace & Defense Industry ETF

Shareholder

Against

Against

 

 

BNP PARIBAS SA


     

Meeting Date:  MAY 16, 2023
Record Date:  MAY 12, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  BNP
Security ID:  FR0000131104

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 3.90 per Share

Management

For

For

4

Approve Auditors' Special Report on Related-Party Transactions

Management

For

For

5

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

6

Reelect Jean Lemierre as Director

Management

For

For

7

Reelect Jacques Aschenbroich as Director

Management

For

For

8

Reelect Monique Cohen as Director

Management

For

For

9

Reelect Daniela Schwarzer as Director

Management

For

For

10

Approve Remuneration Policy of Directors

Management

For

For

11

Approve Remuneration Policy of Chairman of the Board

Management

For

For

12

Approve Remuneration Policy of CEO and Vice-CEOs

Management

For

For

13

Approve Compensation Report of Corporate Officers

Management

For

For

14

Approve Compensation of Jean Lemierre, Chairman of the Board

Management

For

For

15

Approve Compensation of Jean-Laurent Bonnafe, CEO

Management

For

For

16

Approve Compensation of Yann Gerardin, Vice-CEO

Management

For

For

17

Approve Compensation of Thierry Laborde, Vice-CEO

Management

For

For

18

Approve the Overall Envelope of Compensation of Certain Senior Management, Responsible Officers and the Risk-takers

Management

For

For

19

Approve Issuance of Super-Subordinated Contigent Convertible Bonds without Preemptive Rights for Private Placements, up to 10 Percent

Management

For

For


     
 

of Issued Capital

   

20

Authorize Capital Issuances for Use in Employee Stock Purchase Plans

Management

For

For

21

Authorize Decrease in Share Capital via Cancellation of Repurchased Shares

Management

For

For

22

Amend Article 14 of Bylaws Re: Age Limit of Chairman of the Board

Management

For

For

23

Authorize Filing of Required Documents/Other Formalities

Management

For

For

     

 

BP PLC
Meeting Date:  APR 27, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL

Ticker:  BP
Security ID:  G12793108

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

Re-elect Helge Lund as Director

Management

For

For

5

Re-elect Bernard Looney as Director

Management

For

For

6

Re-elect Murray Auchincloss as Director

Management

For

For

7

Re-elect Paula Reynolds as Director

Management

For

For

8

Re-elect Melody Meyer as Director

Management

For

For

9

Re-elect Tushar Morzaria as Director

Management

For

For

10

Re-elect Sir John Sawers as Director

Management

For

For

11

Re-elect Pamela Daley as Director

Management

For

For

12

Re-elect Karen Richardson as Director

Management

For

For

13

Re-elect Johannes Teyssen as Director

Management

For

For

14

Elect Amanda Blanc as Director

Management

For

For

15

Elect Satish Pai as Director

Management

For

For

16

Elect Hina Nagarajan as Director

Management

For

For

17

Reappoint Deloitte LLP as Auditors

Management

For

For

18

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

19

Authorise UK Political Donations and Expenditure

Management

For

For


     

20

Authorise Issue of Equity

Management

For

For

21

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

22

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

Management

For

For

23

Authorise Market Purchase of Ordinary Shares

Management

For

For

24

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

25

Approve Shareholder Resolution on Climate Change Targets

Shareholder

Against

Against

     

 

BRITISH AMERICAN TOBACCO PLC
Meeting Date:  APR 19, 2023
Record Date:  APR 17, 2023
Meeting Type:  ANNUAL

Ticker:  BATS
Security ID:  G1510J102

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

Reappoint KPMG LLP as Auditors

Management

For

For

4

Authorise Audit Committee to Fix Remuneration of Auditors

Management

For

For

5

Re-elect Luc Jobin as Director

Management

For

For

6

Re-elect Jack Bowles as Director

Management

For

For

7

Re-elect Tadeu Marroco as Director

Management

For

For

8

Re-elect Kandy Anand as Director

Management

For

For

9

Re-elect Sue Farr as Director

Management

For

For

10

Re-elect Karen Guerra as Director

Management

For

For

11

Re-elect Holly Keller Koeppel as Director

Management

For

For

12

Re-elect Dimitri Panayotopoulos as Director

Management

For

For

13

Re-elect Darrell Thomas as Director

Management

For

For

14

Elect Veronique Laury as Director

Management

For

For

15

Authorise UK Political Donations and Expenditure

Management

For

For

16

Authorise Issue of Equity

Management

For

For

17

Authorise Issue of Equity without Pre-emptive

Management

For

For


     
 

Rights

   

18

Authorise Market Purchase of Ordinary Shares

Management

For

For

19

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

20

Adopt New Articles of Association

Management

For

For

     

 

BRIXMOR PROPERTY GROUP INC.
Meeting Date:  APR 26, 2023
Record Date:  FEB 09, 2023
Meeting Type:  ANNUAL

Ticker:  BRX
Security ID:  11120U105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director James M. Taylor, Jr.

Management

For

For

1.2

Elect Director Michael Berman

Management

For

For

1.3

Elect Director Julie Bowerman

Management

For

For

1.4

Elect Director Sheryl M. Crosland

Management

For

For

1.5

Elect Director Thomas W. Dickson

Management

For

For

1.6

Elect Director Daniel B. Hurwitz

Management

For

For

1.7

Elect Director Sandra A. J. Lawrence

Management

For

For

1.8

Elect Director William D. Rahm

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

     

 

CHARTER COMMUNICATIONS, INC.
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

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

For

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

For

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

For

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

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Advisory Vote on Say on Pay Frequency

Management

Three Years

One Year

4

Ratify KPMG LLP as Auditors

Management

For

For

5

Report on Lobbying Payments and Policy

Shareholder

Against

For

     

 

COMPAGNIE FINANCIERE RICHEMONT SA
Meeting Date:  SEP 07, 2022
Record Date:  
Meeting Type:  ANNUAL

Ticker:  CFR
Security ID:  H25662182

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 Ordinary Dividends of CHF 2.25 per Registered A Share and CHF 0.225 per Registered B Share and a Special Dividend of CHF 1.00 per Registered A Share and CHF 0.10 per Registered B Share

Management

For

For

3

Approve Discharge of Board and Senior Management

Management

For

For

4.1

Elect Francesco Trapani as Representative of Category A Registered Shares

Shareholder

Against

For

4.2

Elect Wendy Luhabe as Representative of Category A Registered Shares

Management

For

Against

5.1

Reelect Johann Rupert as Director and Board Chair

Management

For

For

5.2

Reelect Josua Malherbe as Director

Management

For

For

5.3

Reelect Nikesh Arora as Director

Management

For

For

5.4

Reelect Clay Brendish as Director

Management

For

For

5.5

Reelect Jean-Blaise Eckert as Director

Management

For

For

5.6

Reelect Burkhart Grund as Director

Management

For

For

5.7

Reelect Keyu Jin as Director

Management

For

For


     

5.8

Reelect Jerome Lambert as Director

Management

For

For

5.9

Reelect Wendy Luhabe as Director

Management

For

For

5.10

Reelect Jeff Moss as Director

Management

For

For

5.11

Reelect Vesna Nevistic as Director

Management

For

For

5.12

Reelect Guillaume Pictet as Director

Management

For

For

5.13

Reelect Maria Ramos as Director

Management

For

For

5.14

Reelect Anton Rupert as Director

Management

For

For

5.15

Reelect Patrick Thomas as Director

Management

For

For

5.16

Reelect Jasmine Whitbread as Director

Management

For

For

5.17

Elect Francesco Trapani as Director

Shareholder

Against

For

6.1

Reappoint Clay Brendish as Member of the Compensation Committee

Management

For

For

6.2

Reappoint Keyu Jin as Member of the Compensation Committee

Management

For

For

6.3

Reappoint Guillaume Pictet as Member of the Compensation Committee

Management

For

For

6.4

Reappoint Maria Ramos as Member of the Compensation Committee

Management

For

For

7

Ratify PricewaterhouseCoopers SA as Auditors

Management

For

For

8

Designate Etude Gampert Demierre Moreno as Independent Proxy

Management

For

For

9.1

Approve Remuneration of Directors in the Amount of CHF 7.7 Million

Management

For

For

9.2

Approve Fixed Remuneration of Executive Committee in the Amount of CHF 5.4 Million

Management

For

For

9.3

Approve Variable Remuneration of Executive Committee in the Amount of CHF 27.7 Million

Management

For

For

10

Approve Increase in Size of Board to Six Members

Shareholder

Against

For

11

Amend Articles Re: Representatives of Holders of Category A and B Registered Shares

Shareholder

Against

For

12

Transact Other Business (Voting)

Management

For

Against

 

 

DBS GROUP HOLDINGS LTD.
Meeting Date:  MAR 31, 2023
Record Date:  
Meeting Type:  ANNUAL

Ticker:  D05


     

Security ID:  Y20246107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Adopt Financial Statements and Directors' and Auditors' Reports

Management

For

For

2

Approve Final and Special Dividend

Management

For

For

3

Approve Directors' Remuneration

Management

For

For

4

Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration

Management

For

For

5

Elect Peter Seah Lim Huat as Director

Management

For

Against

6

Elect Punita Lal as Director

Management

For

For

7

Elect Anthony Lim Weng Kin as Director

Management

For

For

8

Approve Grant of Awards and Issuance of Shares Under the DBSH Share Plan

Management

For

For

9

Approve Grant of Awards and Issuance of Shares Under the California Sub-Plan to the DBSH Share Plan

Management

For

For

10

Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights

Management

For

For

11

Approve Issuance of Shares Pursuant to the DBSH Scrip Dividend Scheme

Management

For

For

12

Authorize Share Repurchase Program

Management

For

For

     

 

DEUTSCHE TELEKOM AG
Meeting Date:  APR 05, 2023
Record Date:  MAR 31, 2023
Meeting Type:  ANNUAL

Ticker:  DTE
Security ID:  D2035M136

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 0.70 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 Deloitte GmbH as Auditors for Fiscal Year 2023 and for the Review of the Interim Financial Statements for Fiscal Year 2023 and

Management

For

For


     
 

First Quarter of Fiscal Year 2024

   

6.1

Elect Harald Krueger to the Supervisory Board

Management

For

For

6.2

Elect Reinhard Ploss to the Supervisory Board

Management

For

For

6.3

Elect Margret Suckale to the Supervisory Board

Management

For

For

7

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

8

Approve Remuneration Report

Management

For

For

     

 

ELANCO ANIMAL HEALTH INCORPORATED
Meeting Date:  MAY 18, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  ELAN
Security ID:  28414H103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Michael J. Harrington

Management

For

Against

1b

Elect Director R. David Hoover

Management

For

Against

1c

Elect Director Deborah T. Kochevar

Management

For

Against

1d

Elect Director Kirk P. McDonald

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

Amend Qualified Employee Stock Purchase Plan

Management

For

For

5

Amend Omnibus Stock Plan

Management

For

For

     

 

ELEVANCE HEALTH, INC.
Meeting Date:  MAY 10, 2023
Record Date:  MAR 17, 2023
Meeting Type:  ANNUAL

Ticker:  ELV
Security ID:  036752103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Gail K. Boudreaux

Management

For

For

1.2

Elect Director R. Kerry Clark

Management

For

For

1.3

Elect Director Robert L. Dixon, Jr.

Management

For

For

1.4

Elect Director Deanna D. Strable

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One


     
    

Year

4

Ratify Ernst & Young LLP as Auditors

Management

For

For

5

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

6

Annually Report Third Party Political Contributions

Shareholder

Against

Against

     

 

ELI LILLY AND COMPANY
Meeting Date:  MAY 01, 2023
Record Date:  FEB 21, 2023
Meeting Type:  ANNUAL

Ticker:  LLY
Security ID:  532457108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director William G. Kaelin, Jr.

Management

For

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

For

8

Adopt Simple Majority Vote

Shareholder

Against

Against

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

Against

13

Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities

Shareholder

Against

Against

 

 

GLOBAL PAYMENTS INC.
Meeting Date:  APR 27, 2023


     

Record Date:  MAR 03, 2023
Meeting Type:  ANNUAL

Ticker:  GPN
Security ID:  37940X102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

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

For

     

 

GSK PLC
Meeting Date:  JUL 06, 2022
Record Date:  JUL 04, 2022
Meeting Type:  SPECIAL

Ticker:  GSK
Security ID:  G3910J112

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
Record Date:  APR 28, 2023
Meeting Type:  ANNUAL

Ticker:  GSK


     

Security ID:  G3910J179

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
Record Date:  APR 18, 2023
Meeting Type:  ANNUAL


     

Ticker:  HLN
Security ID:  G4232K100

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

     

 

HEINEKEN NV
Meeting Date:  APR 20, 2023
Record Date:  MAR 23, 2023
Meeting Type:  ANNUAL

Ticker:  HEIA
Security ID:  N39427211

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.a

Receive Report of Executive Board (Non-Voting)

Management

None

None

1.b

Approve Remuneration Report

Management

For

For

1.c

Adopt Financial Statements

Management

For

For

1.d

Receive Explanation on Company's Dividend Policy

Management

None

None

1.e

Approve Dividends

Management

For

For

1.f

Approve Discharge of Executive Directors

Management

For

For

1.g

Approve Discharge of Supervisory Board

Management

For

For

2.a

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

2.b

Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital

Management

For

For

2.c

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

3.a

Reelect M.R. de Carvalho to Supervisory Board

Management

For

For

3.b

Reelect R.L. Ripley to Supervisory Board

Management

For

For

3.c

Elect B. Pardo to Supervisory Board

Management

For

For

3.d

Elect L.J. Hijmans van den Bergh to Supervisory Board

Management

For

For

4

Ratify Deloitte Accountants B.V. as Auditors

Management

For

For

     

 

INTERNATIONAL PAPER COMPANY
Meeting Date:  MAY 08, 2023
Record Date:  MAR 09, 2023
Meeting Type:  ANNUAL

Ticker:  IP
Security ID:  460146103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Christopher M. Connor

Management

For

For


     

1b

Elect Director Ahmet C. Dorduncu

Management

For

For

1c

Elect Director Ilene S. Gordon

Management

For

Against

1d

Elect Director Anders Gustafsson

Management

For

For

1e

Elect Director Jacqueline C. Hinman

Management

For

For

1f

Elect Director Clinton A. Lewis, Jr.

Management

For

For

1g

Elect Director Donald G. (DG) Macpherson

Management

For

For

1h

Elect Director Kathryn D. Sullivan

Management

For

For

1i

Elect Director Mark S. Sutton

Management

For

For

1j

Elect Director Anton V. Vincent

Management

For

For

1k

Elect Director Ray G. Young

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

5

Require Independent Board Chair

Shareholder

Against

For

6

Report on Risks Related to Operations in China

Shareholder

Against

Against

     

 

JOHNSON CONTROLS INTERNATIONAL PLC
Meeting Date:  MAR 08, 2023
Record Date:  JAN 05, 2023
Meeting Type:  ANNUAL

Ticker:  JCI
Security ID:  G51502105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Jean Blackwell

Management

For

For

1b

Elect Director Pierre Cohade

Management

For

For

1c

Elect Director Michael E. Daniels

Management

For

For

1d

Elect Director W. Roy Dunbar

Management

For

For

1e

Elect Director Gretchen R. Haggerty

Management

For

For

1f

Elect Director Ayesha Khanna

Management

For

For

1g

Elect Director Simone Menne

Management

For

For

1h

Elect Director George R. Oliver

Management

For

For

1i

Elect Director Jurgen Tinggren

Management

For

For

1j

Elect Director Mark Vergnano

Management

For

For

1k

Elect Director John D. Young

Management

For

For

2a

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For


     

2b

Authorize Board to Fix Remuneration of Auditors

Management

For

For

3

Authorize Market Purchases of Company Shares

Management

For

For

4

Determine Price Range for Reissuance of Treasury Shares

Management

For

For

5

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

6

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

7

Approve the Directors' Authority to Allot Shares

Management

For

For

8

Approve the Disapplication of Statutory Pre-Emption Rights

Management

For

For

     

 

JPMORGAN CHASE & CO.
Meeting Date:  MAY 16, 2023
Record Date:  MAR 17, 2023
Meeting Type:  ANNUAL

Ticker:  JPM
Security ID:  46625H100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Linda B. Bammann

Management

For

For

1b

Elect Director Stephen B. Burke

Management

For

For

1c

Elect Director Todd A. Combs

Management

For

For

1d

Elect Director James S. Crown

Management

For

For

1e

Elect Director Alicia Boler Davis

Management

For

For

1f

Elect Director James Dimon

Management

For

For

1g

Elect Director Timothy P. Flynn

Management

For

For

1h

Elect Director Alex Gorsky

Management

For

For

1i

Elect Director Mellody Hobson

Management

For

For

1j

Elect Director Michael A. Neal

Management

For

For

1k

Elect Director Phebe N. Novakovic

Management

For

For

1l

Elect Director Virginia M. Rometty

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For


     

5

Require Independent Board Chair

Shareholder

Against

For

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

For

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

For

12

Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting

Shareholder

Against

Against

     

 

MEDTRONIC PLC
Meeting Date:  DEC 08, 2022
Record Date:  OCT 11, 2022
Meeting Type:  ANNUAL

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

     

 

MERCK & CO., INC.
Meeting Date:  MAY 23, 2023
Record Date:  MAR 24, 2023
Meeting Type:  ANNUAL

Ticker:  MRK
Security ID:  58933Y105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Douglas M. Baker, Jr.

Management

For

For

1b

Elect Director Mary Ellen Coe

Management

For

For

1c

Elect Director Pamela J. Craig

Management

For

For

1d

Elect Director Robert M. Davis

Management

For

For

1e

Elect Director Thomas H. Glocer

Management

For

For

1f

Elect Director Risa J. Lavizzo-Mourey

Management

For

For

1g

Elect Director Stephen L. Mayo

Management

For

For

1h

Elect Director Paul B. Rothman

Management

For

For

1i

Elect Director Patricia F. Russo

Management

For

For

1j

Elect Director Christine E. Seidman

Management

For

For

1k

Elect Director Inge G. Thulin

Management

For

For

1l

Elect Director Kathy J. Warden

Management

For

For

1m

Elect Director Peter C. Wendell

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

5

Report on Risks Related to Operations in China

Shareholder

Against

Against

6

Report on Access to COVID-19 Products

Shareholder

Against

Against

7

Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities

Shareholder

Against

Against

8

Report on Impact of Extended Patent

Shareholder

Against

Against


     
 

Exclusivities on Product Access

   

9

Publish a Congruency Report of Partnerships with Globalist Organizations

Shareholder

Against

Against

10

Require Independent Board Chair

Shareholder

Against

For

     

 

META PLATFORMS, INC.
Meeting Date:  MAY 31, 2023
Record Date:  APR 06, 2023
Meeting Type:  ANNUAL

Ticker:  META
Security ID:  30303M102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Peggy Alford

Management

For

Withhold

1.2

Elect Director Marc L. Andreessen

Management

For

Withhold

1.3

Elect Director Andrew W. Houston

Management

For

Withhold

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

Withhold

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

For

7

Report on Allegations of Political Entanglement and Content Management Biases in India

Shareholder

Against

Against

8

Report on Framework to Assess Company Lobbying Alignment with Climate Goals

Shareholder

Against

Against

9

Report on Data Privacy regarding Reproductive Healthcare

Shareholder

Against

Against

10

Report on Enforcement of Community Standards and User Content

Shareholder

Against

Against

11

Report on Child Safety and Harm Reduction

Shareholder

Against

For


     

12

Report on Executive Pay Calibration to Externalized Costs

Shareholder

Against

For

13

Commission Independent Review of Audit & Risk Oversight Committee

Shareholder

Against

Against

     

 

NOVARTIS AG
Meeting Date:  MAR 07, 2023
Record Date:  JAN 24, 2023
Meeting Type:  ANNUAL

Ticker:  NOVN
Security ID:  66987V109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Discharge of Board and Senior Management

Management

For

For

3

Approve Allocation of Income and Dividends of CHF 3.20 per Share

Management

For

For

4

Approve CHF 63.1 Million Reduction in Share Capital via Cancellation of Repurchased Shares

Management

For

For

5

Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital

Management

For

For

6.1

Amend Articles Re: Electronic Participation; Virtual-Only Shareholder Meetings

Management

For

For

6.2

Amend Articles of Association

Management

For

For

6.3

Amend Articles of Association

Management

For

For

7.1

Approve Remuneration of Directors in the Amount of CHF 8.8 Million

Management

For

For

7.2

Approve Maximum Remuneration of Executive Committee in the Amount of CHF 90 Million

Management

For

For

7.3

Approve Remuneration Report

Management

For

For

8.1

Reelect Joerg Reinhardt as Director and Board Chair

Management

For

For

8.2

Reelect Nancy Andrews as Director

Management

For

For

8.3

Reelect Ton Buechner as Director

Management

For

For

8.4

Reelect Patrice Bula as Director

Management

For

For

8.5

Reelect Elizabeth Doherty as Director

Management

For

For

8.6

Reelect Bridgette Heller as Director

Management

For

For

8.7

Reelect Daniel Hochstrasser as Director

Management

For

For


     

8.8

Reelect Frans van Houten as Director

Management

For

For

8.9

Reelect Simon Moroney as Director

Management

For

For

8.10

Reelect Ana de Pro Gonzalo as Director

Management

For

For

8.11

Reelect Charles Sawyers as Director

Management

For

For

8.12

Reelect William Winters as Director

Management

For

For

8.13

Elect John Young as Director

Management

For

For

9.1

Reappoint Patrice Bula as Member of the Compensation Committee

Management

For

For

9.2

Reappoint Bridgette Heller as Member of the Compensation Committee

Management

For

For

9.3

Reappoint Simon Moroney as Member of the Compensation Committee

Management

For

For

9.4

Reappoint William Winters as Member of the Compensation Committee

Management

For

For

10

Ratify KPMG AG as Auditors

Management

For

For

11

Designate Peter Zahn as Independent Proxy

Management

For

For

12

Transact Other Business (Voting)

Management

For

Against

     

 

RECKITT BENCKISER GROUP PLC
Meeting Date:  MAY 03, 2023
Record Date:  APR 28, 2023
Meeting Type:  ANNUAL

Ticker:  RKT
Security ID:  G74079107

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

Re-elect Andrew Bonfield as Director

Management

For

For

5

Re-elect Olivier Bohuon as Director

Management

For

For

6

Re-elect Jeff Carr as Director

Management

For

For

7

Re-elect Margherita Della Valle as Director

Management

For

For

8

Re-elect Nicandro Durante as Director

Management

For

For

9

Re-elect Mary Harris as Director

Management

For

For

10

Re-elect Mehmood Khan as Director

Management

For

For

11

Re-elect Pam Kirby as Director

Management

For

For

12

Re-elect Chris Sinclair as Director

Management

For

For

13

Re-elect Elane Stock as Director

Management

For

For


     

14

Re-elect Alan Stewart as Director

Management

For

For

15

Elect Jeremy Darroch as Director

Management

For

For

16

Elect Tamara Ingram as Director

Management

For

For

17

Reappoint KPMG LLP as Auditors

Management

For

For

18

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

19

Authorise UK Political Donations and Expenditure

Management

For

For

20

Authorise Issue of Equity

Management

For

For

21

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

22

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

Management

For

For

23

Authorise Market Purchase of Ordinary Shares

Management

For

For

24

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

     

 

RIO TINTO PLC
Meeting Date:  APR 06, 2023
Record Date:  APR 04, 2023
Meeting Type:  ANNUAL

Ticker:  RIO
Security ID:  G75754104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Report for UK Law Purposes

Management

For

For

3

Approve Remuneration Report for Australian Law Purposes

Management

For

For

4

Approve the Potential Termination of Benefits for Australian Law Purposes

Management

For

For

5

Elect Kaisa Hietala as Director

Management

For

For

6

Re-elect Dominic Barton as Director

Management

For

For

7

Re-elect Megan Clark as Director

Management

For

For

8

Re-elect Peter Cunningham as Director

Management

For

For

9

Re-elect Simon Henry as Director

Management

For

For

10

Re-elect Sam Laidlaw as Director

Management

For

For

11

Re-elect Simon McKeon as Director

Management

For

For


     

12

Re-elect Jennifer Nason as Director

Management

For

For

13

Re-elect Jakob Stausholm as Director

Management

For

For

14

Re-elect Ngaire Woods as Director

Management

For

For

15

Re-elect Ben Wyatt as Director

Management

For

For

16

Reappoint KPMG LLP as Auditors

Management

For

For

17

Authorise the Audit and 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 Market Purchase of Ordinary Shares

Management

For

For

22

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

     

 

SENSATA TECHNOLOGIES HOLDING PLC
Meeting Date:  MAY 25, 2023
Record Date:  MAR 30, 2023
Meeting Type:  ANNUAL

Ticker:  ST
Security ID:  G8060N102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Andrew C. Teich

Management

For

For

1b

Elect Director Jeffrey J. Cote

Management

For

For

1c

Elect Director John P. Absmeier

Management

For

For

1d

Elect Director Daniel L. Black

Management

For

For

1e

Elect Director Lorraine A. Bolsinger

Management

For

For

1f

Elect Director Constance E. Skidmore

Management

For

For

1g

Elect Director Steven A. Sonnenberg

Management

For

For

1h

Elect Director Martha N. Sullivan

Management

For

For

1i

Elect Director Stephen M. Zide

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

Approve Director Compensation Report

Management

For

For

5

Ratify Deloitte & Touche LLP as U.K. Statutory Auditor

Management

For

For

6

Authorise Board to Fix Remuneration of

Management

For

For


     
 

Auditors

   

7

Accept Financial Statements and Statutory Reports

Management

For

For

8

Authorize Directed Share Repurchase Program

Management

For

For

9

Authorize Issue of Equity

Management

For

For

10

Authorize Issue of Equity without Pre-emptive Rights

Management

For

For

11

Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans

Management

For

For

12

Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans without Pre-emptive Rights

Management

For

For

     

 

SUNCOR ENERGY INC.
Meeting Date:  MAY 09, 2023
Record Date:  MAR 14, 2023
Meeting Type:  ANNUAL

Ticker:  SU
Security ID:  867224107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Ian R. Ashby

Management

For

For

1.2

Elect Director Patricia M. Bedient

Management

For

For

1.3

Elect Director Russell K. Girling

Management

For

For

1.4

Elect Director Jean Paul (JP) Gladu

Management

For

For

1.5

Elect Director Dennis M. Houston

Management

For

For

1.6

Elect Director Richard M. Kruger

Management

For

For

1.7

Elect Director Brian P. MacDonald

Management

For

For

1.8

Elect Director Lorraine Mitchelmore

Management

For

For

1.9

Elect Director Daniel Romasko

Management

For

For

1.10

Elect Director Christopher R. Seasons

Management

For

For

1.11

Elect Director M. Jacqueline Sheppard

Management

For

For

1.12

Elect Director Eira M. Thomas

Management

For

For

1.13

Elect Director Michael M. Wilson

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote on Executive Compensation Approach

Management

For

For

4

SP 1: Report on Alignment of Capital Expenditure Plans with 2030 Emissions Reductions Target and 2050 Net Zero Pledge

Shareholder

Against

Against

 

 


     

TAPESTRY, INC.
Meeting Date:  NOV 15, 2022
Record Date:  SEP 19, 2022
Meeting Type:  ANNUAL

Ticker:  TPR
Security ID:  876030107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director John P. Bilbrey

Management

For

For

1b

Elect Director Darrell Cavens

Management

For

For

1c

Elect Director Joanne Crevoiserat

Management

For

For

1d

Elect Director David Denton

Management

For

For

1e

Elect Director Johanna (Hanneke) Faber

Management

For

For

1f

Elect Director Anne Gates

Management

For

For

1g

Elect Director Thomas Greco

Management

For

For

1h

Elect Director Pamela Lifford

Management

For

For

1i

Elect Director Annabelle Yu Long

Management

For

For

1j

Elect Director Ivan Menezes

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 HARTFORD FINANCIAL SERVICES GROUP, INC.
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  HIG
Security ID:  416515104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Larry D. De Shon

Management

For

For

1b

Elect Director Carlos Dominguez

Management

For

For

1c

Elect Director Trevor Fetter

Management

For

For

1d

Elect Director Donna A. James

Management

For

For

1e

Elect Director Kathryn A. Mikells

Management

For

For

1f

Elect Director Edmund Reese

Management

For

For

1g

Elect Director Teresa Wynn Roseborough

Management

For

For

1h

Elect Director Virginia P. Ruesterholz

Management

For

For

1i

Elect Director Christopher J. Swift

Management

For

For

1j

Elect Director Matthew E. Winter

Management

For

For

1k

Elect Director Greig Woodring

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

Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development

Shareholder

Against

Against

     

 

THE KRAFT HEINZ COMPANY
Meeting Date:  MAY 04, 2023
Record Date:  MAR 06, 2023
Meeting Type:  ANNUAL

Ticker:  KHC
Security ID:  500754106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Gregory E. Abel

Management

For

For

1b

Elect Director Humberto P. Alfonso

Management

For

For

1c

Elect Director John T. Cahill

Management

For

For

1d

Elect Director Lori Dickerson Fouche

Management

For

For

1e

Elect Director Diane Gherson

Management

For

For

1f

Elect Director Timothy Kenesey

Management

For

For

1g

Elect Director Alicia Knapp

Management

For

For

1h

Elect Director Elio Leoni Sceti

Management

For

For

1i

Elect Director Susan Mulder

Management

For

For

1j

Elect Director James Park

Management

For

For

1k

Elect Director Miguel Patricio

Management

For

For

1l

Elect Director John C. Pope

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

Adopt Simple Majority Vote

Shareholder

Against

For

5

Report on Supply Chain Water Risk Exposure

Shareholder

Against

Against

6

Commission a Civil Rights and Non-Discrimination Audit

Shareholder

Against

Against

 

 

WESTERN DIGITAL CORPORATION
Meeting Date:  NOV 16, 2022
Record Date:  SEP 19, 2022
Meeting Type:  ANNUAL

Ticker:  WDC


     

Security ID:  958102105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Kimberly E. Alexy

Management

For

For

1b

Elect Director Thomas H. Caulfield

Management

For

For

1c

Elect Director Martin I. Cole

Management

For

For

1d

Elect Director Tunc Doluca

Management

For

For

1e

Elect Director David V. Goeckeler

Management

For

For

1f

Elect Director Matthew E. Massengill

Management

For

For

1g

Elect Director Stephanie A. Streeter

Management

For

For

1h

Elect Director Miyuki Suzuki

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Amend Omnibus Stock Plan

Management

For

For

4

Amend Qualified Employee Stock Purchase Plan

Management

For

For

5

Ratify KPMG LLP as Auditors

Management

For

For


Franklin Mutual Financial Services Fund

     

 

AB&T FINANCIAL CORPORATION
Meeting Date:  DEC 20, 2022
Record Date:  NOV 01, 2022
Meeting Type:  ANNUAL

Ticker:  ABTO
Security ID:  00037W106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Kenneth J. DeFoor

Management

For

Withhold

1.2

Elect Director John H. Whaley

Management

For

Withhold

2

Amend Articles of Incorporation to Allow Shareholder Action by Less Than Unanimous Written Consent

Management

For

Against

3

Ratify Mauldin & Jenkins, LLC as Auditors

Management

For

Against

 

 

AERCAP HOLDINGS NV
Meeting Date:  APR 26, 2023
Record Date:  MAR 29, 2023
Meeting Type:  ANNUAL


     

Ticker:  AER
Security ID:  N00985106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2

Receive Board Report (Non-Voting)

Management

None

None

3

Adopt Financial Statements and Statutory Reports

Management

For

For

4

Receive Explanation on Company's Reserves and Dividend Policy

Management

None

None

5

Approve Discharge of Directors

Management

For

Against

6

Approve Appointment of Peter L. Juhas as the Person Referred to in Article 16, Paragraph 8 of the Company's Articles of Association

Management

For

For

7

Ratify KPMG Accountants N.V. as Auditors

Management

For

For

8a

Grant Board Authority to Issue Shares

Management

For

Against

8b

Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 8a

Management

For

Against

8c

Grant Board Authority to Issue Additional Shares and Grant Additional Rights to Subscribe for Shares

Management

For

Against

8d

Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 8c

Management

For

Against

9a

Authorize Repurchase Shares

Management

For

For

9b

Conditional Authorization to Repurchase Additional Shares

Management

For

For

10

Approve Reduction in Share Capital through Cancellation of Shares

Management

For

For

11

Allow Questions

Management

None

None

12

Open Meeting

Management

None

None

     

 

ASR NEDERLAND NV
Meeting Date:  JAN 17, 2023
Record Date:  DEC 20, 2022
Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  ASRNL
Security ID:  N0709G103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2a

Approve Acquisition of Aegon Nederland

Management

For

For


     

2b

Grant Board Authority to Issue Shares

Management

For

For

2c

Authorize Board to Exclude Preemptive Rights

Management

For

For

3a

Extend Term of Appointment of Jos Baeten as Member and Chairman of the Executive Board

Management

None

None

4a

Announce Nomination by Supervisory Board to Appoint Two New Members of the Supervisory Board

Management

None

None

4b

Opportunity to Make Recommendations to the Supervisory Board

Management

For

For

4c

Elect Danielle Jansen Heijtmajer to Supervisory Board

Management

For

For

4d

Elect Lard Friese to Supervisory Board

Management

For

For

5

Allow Questions

Management

None

None

6

Close Meeting

Management

None

None

     

 

ASR NEDERLAND NV
Meeting Date:  MAY 31, 2023
Record Date:  MAY 03, 2023
Meeting Type:  ANNUAL

Ticker:  ASRNL
Security ID:  N0709G103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2.a

Receive Report of Executive Board (Non-Voting)

Management

None

None

2.b

Receive Report of Supervisory Board (Non-Voting)

Management

None

None

2.c

Discussion on Company's Corporate Governance Structure

Management

None

None

2.d

Approve Remuneration Report

Management

For

For

3.a

Amend Remuneration Policy for Executive Board

Management

For

For

3.b

Approve Remuneration of the Chairman of the Executive Board

Management

For

For

3.c

Approve Remuneration of Supervisory Board

Management

For

For

4.a

Adopt Financial Statements and Statutory Reports

Management

For

For

4.b

Receive Explanation on Company's Reserves and Dividend Policy

Management

None

None

4.c

Approve Dividends

Management

For

For

5.a

Approve Discharge of Management Board

Management

For

For


     

5.b

Approve Discharge of Supervisory Board

Management

For

For

6.a

Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital

Management

For

For

6.b

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

6.c

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

7.a

Approve Cancellation of Repurchased Shares

Management

For

For

8

Announce Intention to Reappoint Ingrid de Swart to Executive Board

Management

None

None

9.a

Reelect Gisella Van Vollenhoven to Supervisory Board

Management

For

For

9.b

Reelect Gerard Van Olphen to Supervisory Board

Management

For

For

10

Allow Questions

Management

None

None

11

Close Meeting

Management

None

None

     

 

BANK OF AMERICA CORPORATION
Meeting Date:  APR 25, 2023
Record Date:  MAR 01, 2023
Meeting Type:  ANNUAL

Ticker:  BAC
Security ID:  060505104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Sharon L. Allen

Management

For

For

1b

Elect Director Jose (Joe) E. Almeida

Management

For

For

1c

Elect Director Frank P. Bramble, Sr.

Management

For

For

1d

Elect Director Pierre J.P. de Weck

Management

For

For

1e

Elect Director Arnold W. Donald

Management

For

For

1f

Elect Director Linda P. Hudson

Management

For

For

1g

Elect Director Monica C. Lozano

Management

For

For

1h

Elect Director Brian T. Moynihan

Management

For

For

1i

Elect Director Lionel L. Nowell, III

Management

For

For

1j

Elect Director Denise L. Ramos

Management

For

For

1k

Elect Director Clayton S. Rose

Management

For

For

1l

Elect Director Michael D. White

Management

For

For

1m

Elect Director Thomas D. Woods

Management

For

For

1n

Elect Director Maria T. Zuber

Management

For

For

2

Advisory Vote to Ratify Named Executive

Management

For

Against


     
 

Officers' Compensation

   

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

For

7

Submit Severance Agreement (Change-in-Control) to Shareholder Vote

Shareholder

Against

Against

8

Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting

Shareholder

Against

Against

9

Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets

Shareholder

Against

For

10

Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development

Shareholder

Against

Against

11

Commission Third Party Racial Equity Audit

Shareholder

Against

For

     

 

BAWAG GROUP AG
Meeting Date:  MAR 31, 2023
Record Date:  MAR 21, 2023
Meeting Type:  ANNUAL

Ticker:  BG
Security ID:  A0997C107

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 3.70 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 Austria GmbH as Auditors for Fiscal Year 2024

Management

For

For

6

Approve Remuneration Report

Management

For

Against

7

Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares

Management

For

For

8

Approve Virtual-Only or Hybrid Shareholder

Management

For

For


     
 

Meetings

   

9.1

New/Amended Proposals from Management and Supervisory Board

Management

None

For

9.2

New/Amended Proposals from Shareholders

Management

None

For

     

 

BLACKROCK, INC.
Meeting Date:  MAY 24, 2023
Record Date:  MAR 30, 2023
Meeting Type:  ANNUAL

Ticker:  BLK
Security ID:  09247X101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Bader M. Alsaad

Management

For

For

1b

Elect Director Pamela Daley

Management

For

For

1c

Elect Director Laurence D. Fink

Management

For

For

1d

Elect Director William E. Ford

Management

For

For

1e

Elect Director Fabrizio Freda

Management

For

For

1f

Elect Director Murry S. Gerber

Management

For

For

1g

Elect Director Margaret "Peggy" L. Johnson

Management

For

For

1h

Elect Director Robert S. Kapito

Management

For

For

1i

Elect Director Cheryl D. Mills

Management

For

For

1j

Elect Director Gordon M. Nixon

Management

For

For

1k

Elect Director Kristin C. Peck

Management

For

For

1l

Elect Director Charles H. Robbins

Management

For

For

1m

Elect Director Marco Antonio Slim Domit

Management

For

For

1n

Elect Director Hans E. Vestberg

Management

For

For

1o

Elect Director Susan L. Wagner

Management

For

For

1p

Elect Director Mark 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

5

Report on Third-Party Civil Rights Audit

Shareholder

Against

Against

6

Report on Ability to Engineer Decarbonization in the Real Economy

Shareholder

Against

Against

7

Report on Societal Impacts of Aerospace & Defense Industry ETF

Shareholder

Against

Against

 

 


     

BNP PARIBAS SA
Meeting Date:  MAY 16, 2023
Record Date:  MAY 12, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  BNP
Security ID:  FR0000131104

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 3.90 per Share

Management

For

For

4

Approve Auditors' Special Report on Related-Party Transactions

Management

For

For

5

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

6

Reelect Jean Lemierre as Director

Management

For

For

7

Reelect Jacques Aschenbroich as Director

Management

For

For

8

Reelect Monique Cohen as Director

Management

For

For

9

Reelect Daniela Schwarzer as Director

Management

For

For

10

Approve Remuneration Policy of Directors

Management

For

For

11

Approve Remuneration Policy of Chairman of the Board

Management

For

For

12

Approve Remuneration Policy of CEO and Vice-CEOs

Management

For

For

13

Approve Compensation Report of Corporate Officers

Management

For

For

14

Approve Compensation of Jean Lemierre, Chairman of the Board

Management

For

For

15

Approve Compensation of Jean-Laurent Bonnafe, CEO

Management

For

For

16

Approve Compensation of Yann Gerardin, Vice-CEO

Management

For

For

17

Approve Compensation of Thierry Laborde, Vice-CEO

Management

For

For

18

Approve the Overall Envelope of Compensation of Certain Senior Management, Responsible Officers and the Risk-takers

Management

For

For

19

Approve Issuance of Super-Subordinated Contigent Convertible Bonds without Preemptive Rights for Private Placements, up to 10 Percent

Management

For

For


     
 

of Issued Capital

   

20

Authorize Capital Issuances for Use in Employee Stock Purchase Plans

Management

For

For

21

Authorize Decrease in Share Capital via Cancellation of Repurchased Shares

Management

For

For

22

Amend Article 14 of Bylaws Re: Age Limit of Chairman of the Board

Management

For

For

23

Authorize Filing of Required Documents/Other Formalities

Management

For

For

     

 

BRP GROUP, INC.
Meeting Date:  JUN 05, 2023
Record Date:  APR 06, 2023
Meeting Type:  ANNUAL

Ticker:  BRP
Security ID:  05589G102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Lowry Baldwin

Management

For

Withhold

1.2

Elect Director Sathish Muthukrishnan

Management

For

For

1.3

Elect Director Sunita Parasuraman

Management

For

Withhold

1.4

Elect Director Ellyn Shook

Management

For

Withhold

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

CAIRN HOMES PLC
Meeting Date:  MAY 11, 2023
Record Date:  MAY 07, 2023
Meeting Type:  ANNUAL

Ticker:  C5H
Security ID:  G1858L107

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

4a

Re-elect John Reynolds as Director

Management

For

For

4b

Re-elect Michael Stanley as Director

Management

For

For

4c

Re-elect Shane Doherty as Director

Management

For

For

4d

Re-elect Gary Britton as Director

Management

For

For


     

4e

Re-elect Giles Davies as Director

Management

For

For

4f

Re-elect Linda Hickey as Director

Management

For

For

4g

Re-elect Alan McIntosh as Director

Management

For

For

4h

Re-elect Orla O'Gorman as Director

Management

For

For

4i

Re-elect Julie Sinnamon as Director

Management

For

For

5

Authorise Board to Fix Remuneration of Auditors

Management

For

For

6

Authorise Issue of Equity

Management

For

For

7

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

8

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

Management

For

For

9

Authorise Market Purchase of Ordinary Shares

Management

For

For

10

Authorise the Company to Determine the Price Range at which Treasury Shares may be Re-issued Off-Market

Management

For

For

11

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

     

 

CAIXABANK SA
Meeting Date:  MAR 30, 2023
Record Date:  MAR 24, 2023
Meeting Type:  ANNUAL

Ticker:  CABK
Security ID:  E2427M123

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 Discharge of Board

Management

For

For

4

Approve Allocation of Income and Dividends

Management

For

For

5

Renew Appointment of PricewaterhouseCoopers as Auditor

Management

For

For

6.1

Reelect Gonzalo Gortazar Rotaeche as Director

Management

For

For

6.2

Reelect Cristina Garmendia Mendizabal as Director

Management

For

For

6.3

Reelect Amparo Moraleda Martinez as Director

Management

For

For

6.4

Elect Peter Loscher as Director

Management

For

For

7

Amend Remuneration Policy

Management

For

For


     

8

Approve Remuneration of Directors

Management

For

For

9

Approve 2023 Variable Remuneration Scheme

Management

For

For

10

Fix Maximum Variable Compensation Ratio

Management

For

For

11

Authorize Board to Ratify and Execute Approved Resolutions

Management

For

For

12

Advisory Vote on Remuneration Report

Management

For

For

     

 

CAPITAL ONE FINANCIAL CORPORATION
Meeting Date:  MAY 04, 2023
Record Date:  MAR 08, 2023
Meeting Type:  ANNUAL

Ticker:  COF
Security ID:  14040H105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Richard D. Fairbank

Management

For

For

1b

Elect Director Ime Archibong

Management

For

For

1c

Elect Director Christine Detrick

Management

For

For

1d

Elect Director Ann Fritz Hackett

Management

For

For

1e

Elect Director Peter Thomas Killalea

Management

For

For

1f

Elect Director Cornelis "Eli" Leenaars

Management

For

For

1g

Elect Director Francois Locoh-Donou

Management

For

For

1h

Elect Director Peter E. Raskind

Management

For

For

1i

Elect Director Eileen Serra

Management

For

For

1j

Elect Director Mayo A. Shattuck, III

Management

For

For

1k

Elect Director Bradford H. Warner

Management

For

For

1l

Elect Director Craig Anthony Williams

Management

For

For

2

Eliminate Supermajority Vote Requirement

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

Amend Omnibus Stock Plan

Management

For

For

6

Ratify Ernst & Young LLP as Auditors

Management

For

For

7

Adopt Simple Majority Vote

Shareholder

Against

For

8

Report on Board Oversight of Risks Related to Discrimination

Shareholder

Against

Against

9

Disclose Board Skills and Diversity Matrix

Shareholder

Against

Against

 

 

CHINA PACIFIC INSURANCE (GROUP) CO., LTD.


     

Meeting Date:  MAY 26, 2023
Record Date:  MAY 22, 2023
Meeting Type:  ANNUAL

Ticker:  2601
Security ID:  Y1505Z103

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 Board of Supervisors

Management

For

For

3

Approve Annual Report

Management

For

For

4

Approve Financial Statements and Report of the Company

Management

For

For

5

Approve Profit Distribution Plan

Management

For

For

6

Approve Ernst & Young Hua Ming LLP as Auditor and Internal Control Auditor and Authorize Board to Fix Their Remuneration

Management

For

For

7

Approve Donation Budget

Management

For

For

8

Elect Lo Yuen Man Elaine as Director

Management

For

For

     

 

CITIZENS FINANCIAL GROUP INC.
Meeting Date:  APR 27, 2023
Record Date:  FEB 28, 2023
Meeting Type:  ANNUAL

Ticker:  CFG
Security ID:  174610105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Bruce Van Saun

Management

For

For

1.2

Elect Director Lee Alexander

Management

For

For

1.3

Elect Director Christine M. Cumming

Management

For

For

1.4

Elect Director Kevin Cummings

Management

For

For

1.5

Elect Director William P. Hankowsky

Management

For

For

1.6

Elect Director Edward J. Kelly, III

Management

For

For

1.7

Elect Director Robert G. Leary

Management

For

For

1.8

Elect Director Terrance J. Lillis

Management

For

For

1.9

Elect Director Michele N. Siekerka

Management

For

For

1.10

Elect Director Shivan Subramaniam

Management

For

For

1.11

Elect Director Christopher J. Swift

Management

For

For

1.12

Elect Director Wendy A. Watson

Management

For

For

1.13

Elect Director Marita Zuraitis

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

     

 

COLUMBIA BANKING SYSTEM, INC.
Meeting Date:  MAY 18, 2023
Record Date:  MAR 21, 2023
Meeting Type:  ANNUAL

Ticker:  COLB
Security ID:  197236102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Cort L. O'Haver

Management

For

For

1b

Elect Director Craig D. Eerkes

Management

For

For

1c

Elect Director Mark A. Finkelstein

Management

For

For

1d

Elect Director Eric S. Forrest

Management

For

For

1e

Elect Director Peggy Y. Fowler

Management

For

For

1f

Elect Director Randal L. Lund

Management

For

For

1g

Elect Director Luis M. Machuca

Management

For

For

1h

Elect Director S. Mae Fujita Numata

Management

For

For

1i

Elect Director Maria M. Pope

Management

For

For

1j

Elect Director John F. Schultz

Management

For

For

1k

Elect Director Elizabeth W. Seaton

Management

For

For

1l

Elect Director Clint E. Stein

Management

For

For

1m

Elect Director Hilliard C. Terry, III

Management

For

For

1n

Elect Director Anddria Varnado

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

     

 

CONDUIT HOLDINGS LTD.
Meeting Date:  MAY 17, 2023
Record Date:  MAY 15, 2023
Meeting Type:  ANNUAL

Ticker:  CRE
Security ID:  G24385109

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

Re-elect Neil Eckert as Director

Management

For

For


     

4

Re-elect Trevor Carvey as Director

Management

For

For

5

Re-elect Elaine Whelan as Director

Management

For

For

6

Re-elect Sir Brian Williamson as Director

Management

For

For

7

Re-elect Malcolm Furbert as Director

Management

For

For

8

Re-elect Elizabeth Murphy as Director

Management

For

For

9

Re-elect Richard Sandor as Director

Management

For

For

10

Re-elect Ken Randall as Director

Management

For

For

11

Re-elect Michelle Smith as Director

Management

For

For

12

Ratify KPMG Audit Limited as Auditors

Management

For

For

13

Authorise Board to Fix Remuneration of the Auditors

Management

For

For

14

Authorise Issue of Equity

Management

For

For

15

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

16

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Specified Capital Investment

Management

For

For

17

Authorise Market Purchase of Common Shares

Management

For

For

     

 

CUSHMAN & WAKEFIELD PLC
Meeting Date:  MAY 11, 2023
Record Date:  MAR 24, 2023
Meeting Type:  ANNUAL

Ticker:  CWK
Security ID:  G2717B108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Brett White

Management

For

For

1.2

Elect Director Jodie McLean

Management

For

Against

1.3

Elect Director Billie Williamson

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Ratify KPMG LLP as UK Statutory Auditor

Management

For

For

4

Authorize Audit Committee to Fix Remuneration of Auditors

Management

For

For

5

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

6

Approve Director Compensation Report

Management

For

For

7

Approve Director Compensation Policy

Management

For

For

8

Approve the Directors' Authority to Allot Shares

Management

For

For


     

9

Approve the Disapplication of Statutory Pre-Emption Rights

Management

For

For

     

 

D.R. HORTON, INC.
Meeting Date:  JAN 18, 2023
Record Date:  NOV 30, 2022
Meeting Type:  ANNUAL

Ticker:  DHI
Security ID:  23331A109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Donald R. Horton

Management

For

For

1b

Elect Director Barbara K. Allen

Management

For

For

1c

Elect Director Brad S. Anderson

Management

For

For

1d

Elect Director Michael R. Buchanan

Management

For

For

1e

Elect Director Benjamin S. Carson, Sr.

Management

For

For

1f

Elect Director Maribess L. Miller

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

     

 

DBS GROUP HOLDINGS LTD.
Meeting Date:  MAR 31, 2023
Record Date:  
Meeting Type:  ANNUAL

Ticker:  D05
Security ID:  Y20246107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Adopt Financial Statements and Directors' and Auditors' Reports

Management

For

For

2

Approve Final and Special Dividend

Management

For

For

3

Approve Directors' Remuneration

Management

For

For

4

Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration

Management

For

For

5

Elect Peter Seah Lim Huat as Director

Management

For

Against

6

Elect Punita Lal as Director

Management

For

For

7

Elect Anthony Lim Weng Kin as Director

Management

For

For

8

Approve Grant of Awards and Issuance of Shares Under the DBSH Share Plan

Management

For

For

9

Approve Grant of Awards and Issuance of Shares Under the California Sub-Plan to the

Management

For

For


     
 

DBSH Share Plan

   

10

Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights

Management

For

For

11

Approve Issuance of Shares Pursuant to the DBSH Scrip Dividend Scheme

Management

For

For

12

Authorize Share Repurchase Program

Management

For

For

     

 

DEUTSCHE BANK AG
Meeting Date:  MAY 17, 2023
Record Date:  MAY 11, 2023
Meeting Type:  ANNUAL

Ticker:  DBK
Security ID:  D18190898

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 0.30 per Share

Management

For

For

3.1

Approve Discharge of Management Board Member Christian Sewing for Fiscal Year 2022

Management

For

For

3.2

Approve Discharge of Management Board Member James von Moltke for Fiscal Year 2022

Management

For

For

3.3

Approve Discharge of Management Board Member Karl von Rohr for Fiscal Year 2022

Management

For

Abstain

3.4

Approve Discharge of Management Board Member Fabrizio Campelli for Fiscal Year 2022

Management

For

For

3.5

Approve Discharge of Management Board Member Bernd Leukert for Fiscal Year 2022

Management

For

Abstain

3.6

Approve Discharge of Management Board Member Stuart Lewis (until May 19, 2022) for Fiscal Year 2022

Management

For

Abstain

3.7

Approve Discharge of Management Board Member Alexander von zur Muehlen for Fiscal Year 2022

Management

For

For

3.8

Approve Discharge of Management Board Member Christiana Riley for Fiscal Year 2022

Management

For

For

3.9

Approve Discharge of Management Board Member Rebecca Short for Fiscal Year 2022

Management

For

For


     

3.10

Approve Discharge of Management Board Member Stefan Simon for Fiscal Year 2022

Management

For

For

3.11

Approve Discharge of Management Board Member Olivier Vigneron for Fiscal Year 2022

Management

For

For

4.1

Approve Discharge of Supervisory Board Member Alexander Wynaendts (from May 19, 2022) for Fiscal Year 2022

Management

For

Abstain

4.2

Approve Discharge of Supervisory Board Member Paul Achleitner (until May 19, 2022) for Fiscal Year 2022

Management

For

Abstain

4.3

Approve Discharge of Supervisory Board Member Detlef Polaschek for Fiscal Year 2022

Management

For

Abstain

4.4

Approve Discharge of Supervisory Board Member Norbert Winkeljohann for Fiscal Year 2022

Management

For

Abstain

4.5

Approve Discharge of Supervisory Board Member Ludwig Blomeyer-Bartenstein for Fiscal Year 2022

Management

For

Abstain

4.6

Approve Discharge of Supervisory Board Member Mayree Clark for Fiscal Year 2022

Management

For

Abstain

4.7

Approve Discharge of Supervisory Board Member Jan Duscheck for Fiscal Year 2022

Management

For

Abstain

4.8

Approve Discharge of Supervisory Board Member Manja Eifert (from April 7, 2022) for Fiscal Year 2022

Management

For

Abstain

4.9

Approve Discharge of Supervisory Board Member Gerhard Eschelbeck (until May 19, 2022) for Fiscal Year 2022

Management

For

Abstain

4.10

Approve Discharge of Supervisory Board Member Sigmar Gabriel Fiscal Year 2022

Management

For

Abstain

4.11

Approve Discharge of Supervisory Board Member Timo Heider for Fiscal Year 2022

Management

For

Abstain

4.12

Approve Discharge of Supervisory Board Member Martina Klee for Fiscal Year 2022

Management

For

Abstain

4.13

Approve Discharge of Supervisory Board Member Henriette Mark (until March 31, 2022) for Fiscal Year 2022

Management

For

Abstain

4.14

Approve Discharge of Supervisory Board Member Gabriele Platscher for Fiscal Year 2022

Management

For

Abstain

4.15

Approve Discharge of Supervisory Board

Management

For

Abstain


     
 

Member Bernd Rose for Fiscal Year 2022

   

4.16

Approve Discharge of Supervisory Board Member Yngve Slyngstad (from May 19, 2022) for Fiscal Year 2022

Management

For

Abstain

4.17

Approve Discharge of Supervisory Board Member John Thain for Fiscal Year 2022

Management

For

Abstain

4.18

Approve Discharge of Supervisory Board Member Michele Trogni for Fiscal Year 2022

Management

For

Abstain

4.19

Approve Discharge of Supervisory Board Member Dagmar Valcarcel for Fiscal Year 2022

Management

For

Abstain

4.20

Approve Discharge of Supervisory Board Member Stefan Viertel for Fiscal Year 2022

Management

For

Abstain

4.21

Approve Discharge of Supervisory Board Member Theodor Weimer for Fiscal Year 2022

Management

For

Abstain

4.22

Approve Discharge of Supervisory Board Member Frank Werneke for Fiscal Year 2022

Management

For

Abstain

4.23

Approve Discharge of Supervisory Board Member Frank Witter for Fiscal Year 2022

Management

For

Abstain

5

Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2023, for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 and for the Review of Interim Financial Statements Until 2024 AGM

Management

For

For

6

Approve Remuneration Report

Management

For

For

7

Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares

Management

For

For

8

Authorize Use of Financial Derivatives when Repurchasing Shares

Management

For

For

9.1

Elect Mayree Clark to the Supervisory Board

Management

For

For

9.2

Elect John Thain to the Supervisory Board

Management

For

For

9.3

Elect Michele Trogni to the Supervisory Board

Management

For

For

9.4

Elect Norbert Winkeljohann to the Supervisory Board

Management

For

For

10.1

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

10.2

Amend Articles Re: Video and Audio Transmission of the General Meeting

Management

For

For


     

10.3

Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission

Management

For

For

10.4

Amend Articles Re: Registration in the Share Register

Management

For

For

11

Approve Remuneration Policy for the Supervisory Board

Management

For

For

     

 

DIRECT LINE INSURANCE GROUP PLC
Meeting Date:  MAY 09, 2023
Record Date:  MAY 04, 2023
Meeting Type:  ANNUAL

Ticker:  DLG
Security ID:  G2871V114

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

Elect Mark Lewis as Director

Management

For

For

5

Re-elect Tracy Corrigan as Director

Management

For

For

6

Re-elect Danuta Gray as Director

Management

For

For

7

Re-elect Mark Gregory as Director

Management

For

For

8

Re-elect Sebastian James as Director

Management

For

For

9

Re-elect Adrian Joseph as Director

Management

For

For

10

Re-elect Neil Manser as Director

Management

For

For

11

Re-elect Fiona McBain as Director

Management

For

For

12

Re-elect Gregor Stewart as Director

Management

For

For

13

Re-elect Richard Ward as Director

Management

For

For

14

Reappoint Deloitte LLP as Auditors

Management

For

For

15

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

16

Authorise UK Political Donations and Expenditure

Management

For

For

17

Authorise Issue of Equity

Management

For

For

18

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

19

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or

Management

For

For


     
 

Other Capital Investment

   

20

Authorise Market Purchase of Ordinary Shares

Management

For

For

21

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

22

Authorise Issue of Equity in Relation to an Issue of RT1 Instruments

Management

For

For

23

Authorise Issue of Equity without Pre-emptive Rights in Relation to an Issue of RT1 Instruments

Management

For

For

     

 

EVEREST RE GROUP, LTD.
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

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

     

 

FIRST HORIZON CORPORATION
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

Ticker:  FHN
Security ID:  320517105

Proposal

Proposal

Proposed By

Management

Vote


     

No

  

Recommendation

Cast

1.1

Elect Director Harry V. Barton, Jr.

Management

For

For

1.2

Elect Director John N. Casbon

Management

For

For

1.3

Elect Director John C. Compton

Management

For

For

1.4

Elect Director Wendy P. Davidson

Management

For

For

1.5

Elect Director William H. Fenstermaker

Management

For

For

1.6

Elect Director D. Bryan Jordan

Management

For

For

1.7

Elect Director J. Michael Kemp, Sr.

Management

For

For

1.8

Elect Director Rick E. Maples

Management

For

For

1.9

Elect Director Vicki R. Palmer

Management

For

For

1.10

Elect Director Colin V. Reed

Management

For

For

1.11

Elect Director E. Stewart Shea, III

Management

For

For

1.12

Elect Director Cecelia D. Stewart

Management

For

For

1.13

Elect Director Rosa Sugranes

Management

For

For

1.14

Elect Director R. Eugene 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

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

FISERV, INC.
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

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

For

     

 

GLOBAL PAYMENTS INC.
Meeting Date:  APR 27, 2023
Record Date:  MAR 03, 2023
Meeting Type:  ANNUAL

Ticker:  GPN
Security ID:  37940X102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director F. Thaddeus Arroyo

Management

For

For

1b

Elect Director Robert H.B. Baldwin, Jr.

Management

For

For

1c

Elect Director John G. Bruno

Management

For

For

1d

Elect Director Joia M. Johnson

Management

For

For

1e

Elect Director Ruth Ann Marshall

Management

For

For

1f

Elect Director Connie D. McDaniel

Management

For

For

1g

Elect Director Joseph H. Osnoss

Management

For

For

1h

Elect Director William B. Plummer

Management

For

For

1i

Elect Director Jeffrey S. Sloan

Management

For

For

1j

Elect Director John T. Turner

Management

For

For

1k

Elect Director M. Troy Woods

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

5

Submit Severance Agreement (Change-in-Control) to Shareholder Vote

Shareholder

Against

For

     

 

GUOTAI JUNAN SECURITIES CO., LTD.
Meeting Date:  JUL 08, 2022
Record Date:  JUL 04, 2022
Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  2611
Security ID:  Y2R614115

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Acquisition of Equity Interests in HuaAn Funds

Management

For

For

2

Amend Articles of Association

Management

For

For


     

 

ING GROEP NV
Meeting Date:  APR 24, 2023
Record Date:  MAR 27, 2023
Meeting Type:  ANNUAL

Ticker:  INGA
Security ID:  N4578E595

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2A

Receive Report of Executive Board (Non-Voting)

Management

None

None

2B

Receive Report of Supervisory Board (Non-Voting)

Management

None

None

2C

Approve Remuneration Report

Management

For

For

2D

Adopt Financial Statements and Statutory Reports

Management

For

For

3A

Receive Explanation on Dividend and Distribution Policy

Management

None

None

3B

Approve Dividends

Management

For

For

4A

Approve Discharge of Executive Board

Management

For

For

4B

Approve Discharge of Supervisory Board

Management

For

For

5

Ratify KPMG Accountants N.V. (KPMG) as Auditors

Management

For

For

6

Reelect Tanate Phutrakul to Executive Board

Management

For

For

7A

Elect Alexandra Reich to Supervisory Board

Management

For

For

7B

Elect Karl Guha to Supervisory Board

Management

For

For

7C

Reelect Herna Verhagen to Supervisory Board

Management

For

For

7D

Reelect Mike Rees to Supervisory Board

Management

For

For

8A

Grant Board Authority to Issue Shares Up to 40 Percent of Issued Capital

Management

For

For

8B

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

9

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

10

Approve Cancellation of Repurchased Shares Pursuant to the Authority Under Item 9

Management

For

For

 

 

INTERNATIONAL GENERAL INSURANCE HOLDINGS LTD.
Meeting Date:  JUL 13, 2022
Record Date:  MAY 25, 2022
Meeting Type:  ANNUAL

Ticker:  IGIC


     

Security ID:  G4809J106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Wanda Mwaura

Management

For

For

1.2

Elect Director Andrew J. Poole

Management

For

Withhold

2

Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration

Management

For

For

     

 

JPMORGAN CHASE & CO.
Meeting Date:  MAY 16, 2023
Record Date:  MAR 17, 2023
Meeting Type:  ANNUAL

Ticker:  JPM
Security ID:  46625H100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Linda B. Bammann

Management

For

For

1b

Elect Director Stephen B. Burke

Management

For

For

1c

Elect Director Todd A. Combs

Management

For

For

1d

Elect Director James S. Crown

Management

For

For

1e

Elect Director Alicia Boler Davis

Management

For

For

1f

Elect Director James Dimon

Management

For

For

1g

Elect Director Timothy P. Flynn

Management

For

For

1h

Elect Director Alex Gorsky

Management

For

For

1i

Elect Director Mellody Hobson

Management

For

For

1j

Elect Director Michael A. Neal

Management

For

For

1k

Elect Director Phebe N. Novakovic

Management

For

For

1l

Elect Director Virginia M. Rometty

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

5

Require Independent Board Chair

Shareholder

Against

For

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

For

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

For

12

Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting

Shareholder

Against

Against

     

 

METLIFE, INC.
Meeting Date:  JUN 20, 2023
Record Date:  APR 21, 2023
Meeting Type:  ANNUAL

Ticker:  MET
Security ID:  59156R108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Cheryl W. Grise

Management

For

For

1b

Elect Director Carlos M. Gutierrez

Management

For

For

1c

Elect Director Carla A. Harris

Management

For

For

1d

Elect Director Gerald L. Hassell

Management

For

For

1e

Elect Director David L. Herzog

Management

For

For

1f

Elect Director R. Glenn Hubbard

Management

For

For

1g

Elect Director Jeh C. Johnson

Management

For

For

1h

Elect Director Edward J. Kelly, III

Management

For

For

1i

Elect Director William E. Kennard

Management

For

For

1j

Elect Director Michel A. Khalaf

Management

For

For

1k

Elect Director Catherine R. Kinney

Management

For

For

1l

Elect Director Diana L. McKenzie

Management

For

For

1m

Elect Director Denise M. Morrison

Management

For

For

1n

Elect Director Mark A. Weinberger

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

 

 

NN GROUP NV


     

Meeting Date:  JUN 02, 2023
Record Date:  MAY 05, 2023
Meeting Type:  ANNUAL

Ticker:  NN
Security ID:  N64038107

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

For

4.A

Adopt Financial Statements and Statutory Reports

Management

For

For

4.B

Receive Explanation on Company's Dividend Policy

Management

None

None

4.C

Approve Dividends

Management

For

For

5.A

Approve Discharge of Executive Board

Management

For

For

5.B

Approve Discharge of Supervisory Board

Management

For

For

6

Announce Intention to Reappoint David Knibbe to Executive Board

Management

None

None

7

Amend the Level of the Fixed Annual fee for Supervisory Board Members

Management

For

For

8.A.1

Grant Board Authority to Issue Ordinary Shares Up To 10 Percent of Issued Capital

Management

For

For

8.A.2

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

8.B

Grant Board Authority to Issue Shares Up To 20 Percent of Issued Capital in Connection with a Rights Issue

Management

For

For

9

Authorize Repurchase of Shares

Management

For

For

10

Approve Reduction in Share Capital through Cancellation of Shares

Management

For

For

11

Close Meeting

Management

None

None

     

 

PRIMIS FINANCIAL CORP.
Meeting Date:  MAY 25, 2023
Record Date:  MAR 31, 2023
Meeting Type:  ANNUAL

Ticker:  FRST
Security ID:  74167B109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director W. Rand Cook

Management

For

Withhold

1.2

Elect Director Eric A. Johnson

Management

For

For


     

1.3

Elect Director Dennis J. Zember, Jr.

Management

For

For

2

Ratify FORVIS, 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

     

 

SAVILLS PLC
Meeting Date:  MAY 17, 2023
Record Date:  MAY 15, 2023
Meeting Type:  ANNUAL

Ticker:  SVS
Security ID:  G78283119

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

Re-elect Nicholas Ferguson as Director

Management

For

For

5

Re-elect Mark Ridley as Director

Management

For

For

6

Re-elect Simon Shaw as Director

Management

For

For

7

Re-elect Stacey Cartwright as Director

Management

For

For

8

Re-elect Florence Tondu-Melique as Director

Management

For

For

9

Re-elect Dana Roffman as Director

Management

For

For

10

Re-elect Philip Lee as Director

Management

For

For

11

Re-elect Richard Orders as Director

Management

For

For

12

Elect Marcus Sperber as Director

Management

For

For

13

Reappoint Ernst & Young LLP as Auditors

Management

For

For

14

Authorise Board to Fix Remuneration of Auditors

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

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

 

 


     

SYNOVUS FINANCIAL CORP.
Meeting Date:  APR 26, 2023
Record Date:  FEB 16, 2023
Meeting Type:  ANNUAL

Ticker:  SNV
Security ID:  87161C501

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Stacy Apter

Management

For

For

1b

Elect Director Tim E. Bentsen

Management

For

For

1c

Elect Director Kevin S. Blair

Management

For

For

1d

Elect Director Pedro Cherry

Management

For

For

1e

Elect Director John H. Irby

Management

For

For

1f

Elect Director Diana M. Murphy

Management

For

For

1g

Elect Director Harris Pastides

Management

For

For

1h

Elect Director John L. Stallworth

Management

For

For

1i

Elect Director Barry L. Storey

Management

For

For

1j

Elect Director Alexandra Villoch

Management

For

For

1k

Elect Director Teresa White

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Ratify KPMG LLP as Auditors

Management

For

For

     

 

THE HARTFORD FINANCIAL SERVICES GROUP, INC.
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  HIG
Security ID:  416515104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Larry D. De Shon

Management

For

For

1b

Elect Director Carlos Dominguez

Management

For

For

1c

Elect Director Trevor Fetter

Management

For

For

1d

Elect Director Donna A. James

Management

For

For

1e

Elect Director Kathryn A. Mikells

Management

For

For

1f

Elect Director Edmund Reese

Management

For

For

1g

Elect Director Teresa Wynn Roseborough

Management

For

For

1h

Elect Director Virginia P. Ruesterholz

Management

For

For

1i

Elect Director Christopher J. Swift

Management

For

For

1j

Elect Director Matthew E. Winter

Management

For

For


     

1k

Elect Director Greig Woodring

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

Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development

Shareholder

Against

Against

     

 

THE PNC FINANCIAL SERVICES GROUP, INC.
Meeting Date:  APR 26, 2023
Record Date:  FEB 03, 2023
Meeting Type:  ANNUAL

Ticker:  PNC
Security ID:  693475105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

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

Against

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

 

 

UNICREDIT SPA
Meeting Date:  SEP 14, 2022
Record Date:  SEP 05, 2022
Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  UCG
Security ID:  T9T23L642


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Amend Share Repurchase Program

Management

For

For

1

Authorize Cancellation of Treasury Shares without Reduction of Share Capital; Amend Article 5

Management

For

For

     

 

UNICREDIT SPA
Meeting Date:  MAR 31, 2023
Record Date:  MAR 22, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  UCG
Security ID:  T9T23L642

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Allocation of Income

Management

For

For

3

Approve Elimination of Negative Reserves

Management

For

For

4

Authorize Share Repurchase Program

Management

For

For

5

Approve Remuneration Policy

Management

For

For

6

Approve Second Section of the Remuneration Report

Management

For

For

7

Approve 2023 Group Incentive System

Management

For

For

8

Approve Fixed-Variable Compensation Ratio

Management

For

For

9

Approve Decrease in Size of Board from 13 to 12

Management

For

For

1

Authorize Board to Increase Capital to Service the 2017-2019 LTI Plan and Amend Capital Increases Authorizations to Service the 2018 to 2021 Group Incentive Systems

Management

For

For

2

Authorize Board to Increase Capital to Service the 2022 Group Incentive System

Management

For

For

3

Authorize Cancellation of Treasury Shares without Reduction of Share Capital

Management

For

For

A

Deliberations on Possible Legal Action Against Directors if Presented by Shareholders

Management

None

Against

 

 

VORNADO REALTY TRUST
Meeting Date:  MAY 18, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  VNO


     

Security ID:  929042109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Steven Roth

Management

For

For

1.2

Elect Director Candace K. Beinecke

Management

For

Withhold

1.3

Elect Director Michael D. Fascitelli

Management

For

For

1.4

Elect Director Beatrice Hamza Bassey

Management

For

For

1.5

Elect Director William W. Helman, IV

Management

For

For

1.6

Elect Director David M. Mandelbaum

Management

For

Withhold

1.7

Elect Director Raymond J. McGuire

Management

For

For

1.8

Elect Director Mandakini Puri

Management

For

For

1.9

Elect Director Daniel R. Tisch

Management

For

For

1.10

Elect Director Russell B. Wight, 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

Against

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

5

Approve Omnibus Stock Plan

Management

For

Against

     

 

VOYA FINANCIAL, INC.
Meeting Date:  MAY 25, 2023
Record Date:  MAR 29, 2023
Meeting Type:  ANNUAL

Ticker:  VOYA
Security ID:  929089100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Lynne Biggar

Management

For

For

1b

Elect Director Stephen Bowman

Management

For

For

1c

Elect Director Yvette S. Butler

Management

For

For

1d

Elect Director Jane P. Chwick

Management

For

For

1e

Elect Director Kathleen DeRose

Management

For

For

1f

Elect Director Hikmet Ersek

Management

For

For

1g

Elect Director Ruth Ann M. Gillis

Management

For

For

1h

Elect Director Heather Lavallee

Management

For

For

1i

Elect Director Aylwin B. Lewis

Management

For

For

1j

Elect Director Rodney O. Martin, Jr.

Management

For

For

1k

Elect Director Joseph V. Tripodi

Management

For

For

1l

Elect Director David Zwiener

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

     

 

WELLS FARGO & COMPANY
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

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

For

8

Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets

Shareholder

Against

For

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

For


     

11

Adopt Policy on Freedom of Association and Collective Bargaining

Shareholder

Against

For

     

 

WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  WTW
Security ID:  G96629103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Dame Inga Beale

Management

For

For

1b

Elect Director Fumbi Chima

Management

For

For

1c

Elect Director Stephen Chipman

Management

For

For

1d

Elect Director Michael Hammond

Management

For

For

1e

Elect Director Carl Hess

Management

For

For

1f

Elect Director Jacqueline Hunt

Management

For

For

1g

Elect Director Paul Reilly

Management

For

For

1h

Elect Director Michelle Swanback

Management

For

For

1i

Elect Director Paul Thomas

Management

For

For

1j

Elect Director Fredric Tomczyk

Management

For

For

2

Ratify the Appointment of Deloitte & Touche LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the 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

Renew the Board's Authority to Issue Shares Under Irish Law

Management

For

For

6

Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights

Management

For

For


Franklin Mutual Global Discovery Fund

 

 

ACTIVISION BLIZZARD, INC.
Meeting Date:  JUN 21, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL


     

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

For

6

Adopt Policy on Freedom of Association and Collective Bargaining

Shareholder

Against

For

7

Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn

Shareholder

None

None

     

 

AERCAP HOLDINGS NV
Meeting Date:  APR 26, 2023
Record Date:  MAR 29, 2023
Meeting Type:  ANNUAL

Ticker:  AER
Security ID:  N00985106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2

Receive Board Report (Non-Voting)

Management

None

None

3

Adopt Financial Statements and Statutory Reports

Management

For

For

4

Receive Explanation on Company's Reserves and Dividend Policy

Management

None

None

5

Approve Discharge of Directors

Management

For

Against

6

Approve Appointment of Peter L. Juhas as

Management

For

For


     
 

the Person Referred to in Article 16, Paragraph 8 of the Company's Articles of Association

   

7

Ratify KPMG Accountants N.V. as Auditors

Management

For

For

8a

Grant Board Authority to Issue Shares

Management

For

Against

8b

Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 8a

Management

For

Against

8c

Grant Board Authority to Issue Additional Shares and Grant Additional Rights to Subscribe for Shares

Management

For

Against

8d

Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 8c

Management

For

Against

9a

Authorize Repurchase Shares

Management

For

For

9b

Conditional Authorization to Repurchase Additional Shares

Management

For

For

10

Approve Reduction in Share Capital through Cancellation of Shares

Management

For

For

11

Allow Questions

Management

None

None

12

Open Meeting

Management

None

None

     

 

AIRBUS SE
Meeting Date:  APR 19, 2023
Record Date:  MAR 22, 2023
Meeting Type:  ANNUAL

Ticker:  AIR
Security ID:  NL0000235190

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

     

 

ALSTOM SA
Meeting Date:  JUL 12, 2022
Record Date:  JUL 08, 2022
Meeting Type:  ANNUAL/SPECIAL

Ticker:  ALO
Security ID:  F0259M475

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 0.25 per Share With an Option for Payment of Dividends in Cash or in Shares

Management

For

For

4

Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of

Management

For

For


     
 

New Transactions

   

5

Reelect Bi Yong Chungunco as Director

Management

For

For

6

Reelect Clotilde Delbos as Director

Management

For

For

7

Reelect Baudouin Prot as Director

Management

For

For

8

Approve Remuneration Policy of Chairman and CEO

Management

For

For

9

Approve Remuneration Policy of Directors

Management

For

For

10

Approve Compensation Report of Corporate Officers

Management

For

For

11

Approve Compensation of Henri Poupart-Lafarge, Chairman and CEO

Management

For

For

12

Authorize Repurchase of Up to 5 Percent of Issued Share Capital

Management

For

For

13

Authorize Decrease in Share Capital via Cancellation of Repurchased Shares

Management

For

For

14

Authorize Capitalization of Reserves of Up to EUR 911 Million for Bonus Issue or Increase in Par Value

Management

For

For

15

Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 911 Million

Management

For

For

16

Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 260 Million

Management

For

For

17

Authorize Capital Increase of Up to EUR 260 Million for Future Exchange Offers

Management

For

For

18

Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 260 Million

Management

For

For

19

Authorize Capital Issuances for Use in Employee Stock Purchase Plans

Management

For

For

20

Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries

Management

For

For

21

Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights

Management

For

For

22

Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 15 to 20

Management

For

For

23

Authorize Capital Increase of up to 10 Percent of

Management

For

For


     
 

Issued Capital for Contributions in Kind

   

24

Authorize Issuance of Equity upon Conversion of a Subsidiary's Equity-Linked Securities without Preemptive Rights for Up to EUR 260 Million

Management

For

For

25

Authorize Filing of Required Documents/Other Formalities

Management

For

For

     

 

BLACKROCK, INC.
Meeting Date:  MAY 24, 2023
Record Date:  MAR 30, 2023
Meeting Type:  ANNUAL

Ticker:  BLK
Security ID:  09247X101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Bader M. Alsaad

Management

For

For

1b

Elect Director Pamela Daley

Management

For

For

1c

Elect Director Laurence D. Fink

Management

For

For

1d

Elect Director William E. Ford

Management

For

For

1e

Elect Director Fabrizio Freda

Management

For

For

1f

Elect Director Murry S. Gerber

Management

For

For

1g

Elect Director Margaret "Peggy" L. Johnson

Management

For

For

1h

Elect Director Robert S. Kapito

Management

For

For

1i

Elect Director Cheryl D. Mills

Management

For

For

1j

Elect Director Gordon M. Nixon

Management

For

For

1k

Elect Director Kristin C. Peck

Management

For

For

1l

Elect Director Charles H. Robbins

Management

For

For

1m

Elect Director Marco Antonio Slim Domit

Management

For

For

1n

Elect Director Hans E. Vestberg

Management

For

For

1o

Elect Director Susan L. Wagner

Management

For

For

1p

Elect Director Mark 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

5

Report on Third-Party Civil Rights Audit

Shareholder

Against

Against

6

Report on Ability to Engineer Decarbonization in the Real Economy

Shareholder

Against

Against

7

Report on Societal Impacts of Aerospace &

Shareholder

Against

Against


     
 

Defense Industry ETF

   
     

 

BNP PARIBAS SA
Meeting Date:  MAY 16, 2023
Record Date:  MAY 12, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  BNP
Security ID:  FR0000131104

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 3.90 per Share

Management

For

For

4

Approve Auditors' Special Report on Related-Party Transactions

Management

For

For

5

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

6

Reelect Jean Lemierre as Director

Management

For

For

7

Reelect Jacques Aschenbroich as Director

Management

For

For

8

Reelect Monique Cohen as Director

Management

For

For

9

Reelect Daniela Schwarzer as Director

Management

For

For

10

Approve Remuneration Policy of Directors

Management

For

For

11

Approve Remuneration Policy of Chairman of the Board

Management

For

For

12

Approve Remuneration Policy of CEO and Vice-CEOs

Management

For

For

13

Approve Compensation Report of Corporate Officers

Management

For

For

14

Approve Compensation of Jean Lemierre, Chairman of the Board

Management

For

For

15

Approve Compensation of Jean-Laurent Bonnafe, CEO

Management

For

For

16

Approve Compensation of Yann Gerardin, Vice-CEO

Management

For

For

17

Approve Compensation of Thierry Laborde, Vice-CEO

Management

For

For

18

Approve the Overall Envelope of Compensation of Certain Senior Management, Responsible Officers and the Risk-takers

Management

For

For


     

19

Approve Issuance of Super-Subordinated Contigent Convertible Bonds without Preemptive Rights for Private Placements, up to 10 Percent of Issued Capital

Management

For

For

20

Authorize Capital Issuances for Use in Employee Stock Purchase Plans

Management

For

For

21

Authorize Decrease in Share Capital via Cancellation of Repurchased Shares

Management

For

For

22

Amend Article 14 of Bylaws Re: Age Limit of Chairman of the Board

Management

For

For

23

Authorize Filing of Required Documents/Other Formalities

Management

For

For

     

 

BP PLC
Meeting Date:  APR 27, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL

Ticker:  BP
Security ID:  G12793108

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

Re-elect Helge Lund as Director

Management

For

For

5

Re-elect Bernard Looney as Director

Management

For

For

6

Re-elect Murray Auchincloss as Director

Management

For

For

7

Re-elect Paula Reynolds as Director

Management

For

For

8

Re-elect Melody Meyer as Director

Management

For

For

9

Re-elect Tushar Morzaria as Director

Management

For

For

10

Re-elect Sir John Sawers as Director

Management

For

For

11

Re-elect Pamela Daley as Director

Management

For

For

12

Re-elect Karen Richardson as Director

Management

For

For

13

Re-elect Johannes Teyssen as Director

Management

For

For

14

Elect Amanda Blanc as Director

Management

For

For

15

Elect Satish Pai as Director

Management

For

For

16

Elect Hina Nagarajan as Director

Management

For

For

17

Reappoint Deloitte LLP as Auditors

Management

For

For

18

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For


     

19

Authorise UK Political Donations and Expenditure

Management

For

For

20

Authorise Issue of Equity

Management

For

For

21

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

22

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

Management

For

For

23

Authorise Market Purchase of Ordinary Shares

Management

For

For

24

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

25

Approve Shareholder Resolution on Climate Change Targets

Shareholder

Against

Against

     

 

BRITISH AMERICAN TOBACCO PLC
Meeting Date:  APR 19, 2023
Record Date:  APR 17, 2023
Meeting Type:  ANNUAL

Ticker:  BATS
Security ID:  G1510J102

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

Reappoint KPMG LLP as Auditors

Management

For

For

4

Authorise Audit Committee to Fix Remuneration of Auditors

Management

For

For

5

Re-elect Luc Jobin as Director

Management

For

For

6

Re-elect Jack Bowles as Director

Management

For

For

7

Re-elect Tadeu Marroco as Director

Management

For

For

8

Re-elect Kandy Anand as Director

Management

For

For

9

Re-elect Sue Farr as Director

Management

For

For

10

Re-elect Karen Guerra as Director

Management

For

For

11

Re-elect Holly Keller Koeppel as Director

Management

For

For

12

Re-elect Dimitri Panayotopoulos as Director

Management

For

For

13

Re-elect Darrell Thomas as Director

Management

For

For

14

Elect Veronique Laury as Director

Management

For

For

15

Authorise UK Political Donations and Expenditure

Management

For

For


     

16

Authorise Issue of Equity

Management

For

For

17

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

18

Authorise Market Purchase of Ordinary Shares

Management

For

For

19

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

20

Adopt New Articles of Association

Management

For

For

     

 

CAPGEMINI SE
Meeting Date:  MAY 16, 2023
Record Date:  MAY 12, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  CAP
Security ID:  FR0000125338

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 3.25 per Share

Management

For

For

4

Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions

Management

For

For

5

Approve Compensation Report of Corporate Officers

Management

For

For

6

Approve Compensation of Paul Hermelin, Chairman of the Board

Management

For

For

7

Approve Compensation of Aiman Ezzat, CEO

Management

For

For

8

Approve Remuneration Policy of Chairman of the Board

Management

For

For

9

Approve Remuneration Policy of CEO

Management

For

For

10

Approve Remuneration Policy of Directors

Management

For

For

11

Elect Megan Clarken as Director

Management

For

For

12

Elect Ulrica Fearn as Director

Management

For

For

13

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

14

Authorize up to 1.2 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions Reserved for Employees and Corporate Officers

Management

For

For


     

15

Authorize Capital Issuances for Use in Employee Stock Purchase Plans

Management

For

For

16

Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries

Management

For

For

17

Authorize Filing of Required Documents/Other Formalities

Management

For

For

     

 

CAPITAL ONE FINANCIAL CORPORATION
Meeting Date:  MAY 04, 2023
Record Date:  MAR 08, 2023
Meeting Type:  ANNUAL

Ticker:  COF
Security ID:  14040H105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Richard D. Fairbank

Management

For

For

1b

Elect Director Ime Archibong

Management

For

For

1c

Elect Director Christine Detrick

Management

For

For

1d

Elect Director Ann Fritz Hackett

Management

For

For

1e

Elect Director Peter Thomas Killalea

Management

For

For

1f

Elect Director Cornelis "Eli" Leenaars

Management

For

For

1g

Elect Director Francois Locoh-Donou

Management

For

For

1h

Elect Director Peter E. Raskind

Management

For

For

1i

Elect Director Eileen Serra

Management

For

For

1j

Elect Director Mayo A. Shattuck, III

Management

For

For

1k

Elect Director Bradford H. Warner

Management

For

For

1l

Elect Director Craig Anthony Williams

Management

For

For

2

Eliminate Supermajority Vote Requirement

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

Amend Omnibus Stock Plan

Management

For

For

6

Ratify Ernst & Young LLP as Auditors

Management

For

For

7

Adopt Simple Majority Vote

Shareholder

Against

For

8

Report on Board Oversight of Risks Related to Discrimination

Shareholder

Against

Against

9

Disclose Board Skills and Diversity Matrix

Shareholder

Against

Against

 

 

CBRE GROUP, INC.


     

Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  CBRE
Security ID:  12504L109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Brandon B. Boze

Management

For

For

1b

Elect Director Beth F. Cobert

Management

For

For

1c

Elect Director Reginald H. Gilyard

Management

For

For

1d

Elect Director Shira D. Goodman

Management

For

For

1e

Elect Director E.M. Blake Hutcheson

Management

For

For

1f

Elect Director Christopher T. Jenny

Management

For

For

1g

Elect Director Gerardo I. Lopez

Management

For

For

1h

Elect Director Susan Meaney

Management

For

For

1i

Elect Director Oscar Munoz

Management

For

For

1j

Elect Director Robert E. Sulentic

Management

For

For

1k

Elect Director Sanjiv Yajnik

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

Adopt Share Retention Policy For Senior Executives

Shareholder

Against

Against

     

 

CHARTER COMMUNICATIONS, INC.
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

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

For

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

For


     

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

For

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

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Advisory Vote on Say on Pay Frequency

Management

Three Years

One Year

4

Ratify KPMG LLP as Auditors

Management

For

For

5

Report on Lobbying Payments and Policy

Shareholder

Against

For

     

 

CHECK POINT SOFTWARE TECHNOLOGIES LTD.
Meeting Date:  AUG 30, 2022
Record Date:  JUL 21, 2022
Meeting Type:  ANNUAL

Ticker:  CHKP
Security ID:  M22465104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Reelect Gil Shwed as Director

Management

For

For

1b

Reelect Jerry Ungerman as Director

Management

For

For

1c

Elect Tzipi Ozer-Armon as Director

Management

For

For

1d

Reelect Tal Shavit as Director

Management

For

For

1e

Reelect Shai Weiss as Director

Management

For

For

2

Ratify Appoint of Kost, Forer, Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration and Discuss Financial Statements and the Report of the Board

Management

For

For

3

Approve Compensation of Gil Shwed, CEO

Management

For

For

4

Readopt Compensation Policy for the Directors and Officers of the Company

Management

For

For

A

Vote FOR if you are NOT a controlling shareholder and do NOT have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. If you vote AGAINST, please provide an explanation to your account manager

Management

None

For

 

 

COVESTRO AG
Meeting Date:  APR 19, 2023


     

Record Date:  MAR 28, 2023
Meeting Type:  ANNUAL

Ticker:  1COV
Security ID:  D15349109

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 Discharge of Management Board for Fiscal Year 2022

Management

For

For

3

Approve Discharge of Supervisory Board for Fiscal Year 2022

Management

For

For

4

Ratify KPMG AG as Auditors for Fiscal Year 2023 and for the Review of the Interim Financial Statements for Fiscal Year 2023 and First Quarter of Fiscal Year 2024

Management

For

For

5

Approve Remuneration Report

Management

For

For

6

Approve Remuneration Policy

Management

For

For

7

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

8

Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission

Management

For

For

     

 

CVS HEALTH CORPORATION
Meeting Date:  MAY 18, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  CVS
Security ID:  126650100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Fernando Aguirre

Management

For

For

1b

Elect Director Jeffrey R. Balser

Management

For

For

1c

Elect Director C. David Brown, II

Management

For

For

1d

Elect Director Alecia A. DeCoudreaux

Management

For

For

1e

Elect Director Nancy-Ann M. DeParle

Management

For

For

1f

Elect Director Roger N. Farah

Management

For

For

1g

Elect Director Anne M. Finucane

Management

For

For

1h

Elect Director Edward J. Ludwig

Management

For

For

1i

Elect Director Karen S. Lynch

Management

For

For

1j

Elect Director Jean-Pierre Millon

Management

For

For


     

1k

Elect Director Mary L. Schapiro

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

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

For

7

Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders

Shareholder

Against

Against

8

Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights

Shareholder

Against

Against

9

Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company

Shareholder

Against

Against

     

 

D.R. HORTON, INC.
Meeting Date:  JAN 18, 2023
Record Date:  NOV 30, 2022
Meeting Type:  ANNUAL

Ticker:  DHI
Security ID:  23331A109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Donald R. Horton

Management

For

For

1b

Elect Director Barbara K. Allen

Management

For

For

1c

Elect Director Brad S. Anderson

Management

For

For

1d

Elect Director Michael R. Buchanan

Management

For

For

1e

Elect Director Benjamin S. Carson, Sr.

Management

For

For

1f

Elect Director Maribess L. Miller

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

 

 

DANONE SA
Meeting Date:  APR 27, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  BN
Security ID:  FR0000120644


     

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 2 per Share

Management

For

For

4

Reelect Valerie Chapoulaud-Floquet as Director

Management

For

For

5

Reelect Gilles Schnepp as Director

Management

For

For

6

Ratify Appointment of Gilbert Ghostine as Director Following Resignation of Guido Barilla

Management

For

For

7

Ratify Appointment of Lise Kingo as Director Following Resignation of Cecile Cabanis

Management

For

For

8

Approve Compensation Report of Corporate Officers

Management

For

For

9

Approve Compensation of Antoine de Saint-Affrique, CEO

Management

For

For

10

Approve Compensation of Gilles Schnepp, Chairman of the Board

Management

For

For

11

Approve Remuneration Policy of Executive Corporate Officers

Management

For

For

12

Approve Remuneration Policy of Chairman of the Board

Management

For

For

13

Approve Remuneration Policy of Directors

Management

For

For

14

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

15

Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 50 Million

Management

For

For

16

Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights with Binding Priority Right up to Aggregate Nominal Amount of EUR 16.9 Million

Management

For

For

17

Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Item 16

Management

For

For

18

Authorize Capital Increase of Up to EUR 16.9 Million for Future Exchange Offers

Management

For

For

19

Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind

Management

For

For

20

Authorize Capitalization of Reserves of Up to

Management

For

For


     
 

EUR 42 Million for Bonus Issue or Increase in Par Value

   

21

Authorize Capital Issuances for Use in Employee Stock Purchase Plans

Management

For

For

22

Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries

Management

For

For

23

Authorize up to 0.5 Percent of Issued Capital for Use in Restricted Stock Plans with Performance Conditions Attached

Management

For

For

24

Authorize Decrease in Share Capital via Cancellation of Repurchased Shares

Management

For

For

25

Authorize Filing of Required Documents/Other Formalities

Management

For

For

26

Elect Sanjiv Mehta as Director

Management

For

For

     

 

DBS GROUP HOLDINGS LTD.
Meeting Date:  MAR 31, 2023
Record Date:  
Meeting Type:  ANNUAL

Ticker:  D05
Security ID:  Y20246107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Adopt Financial Statements and Directors' and Auditors' Reports

Management

For

For

2

Approve Final and Special Dividend

Management

For

For

3

Approve Directors' Remuneration

Management

For

For

4

Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration

Management

For

For

5

Elect Peter Seah Lim Huat as Director

Management

For

Against

6

Elect Punita Lal as Director

Management

For

For

7

Elect Anthony Lim Weng Kin as Director

Management

For

For

8

Approve Grant of Awards and Issuance of Shares Under the DBSH Share Plan

Management

For

For

9

Approve Grant of Awards and Issuance of Shares Under the California Sub-Plan to the DBSH Share Plan

Management

For

For

10

Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights

Management

For

For

11

Approve Issuance of Shares Pursuant to the DBSH Scrip Dividend Scheme

Management

For

For


     

12

Authorize Share Repurchase Program

Management

For

For

     

 

DENSO CORP.
Meeting Date:  JUN 20, 2023
Record Date:  MAR 31, 2023
Meeting Type:  ANNUAL

Ticker:  6902
Security ID:  J12075107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Arima, Koji

Management

For

For

1.2

Elect Director Hayashi, Shinnosuke

Management

For

For

1.3

Elect Director Matsui, Yasushi

Management

For

For

1.4

Elect Director Ito, Kenichiro

Management

For

For

1.5

Elect Director Toyoda, Akio

Management

For

For

1.6

Elect Director Kushida, Shigeki

Management

For

For

1.7

Elect Director Mitsuya, Yuko

Management

For

For

1.8

Elect Director Joseph P. Schmelzeis, Jr

Management

For

For

2.1

Appoint Statutory Auditor Kuwamura, Shingo

Management

For

For

2.2

Appoint Statutory Auditor Goto, Yasuko

Management

For

For

2.3

Appoint Statutory Auditor Kitamura, Haruo

Management

For

For

3

Appoint Alternate Statutory Auditor Kitagawa, Hiromi

Management

For

For

     

 

DEUTSCHE TELEKOM AG
Meeting Date:  APR 05, 2023
Record Date:  MAR 31, 2023
Meeting Type:  ANNUAL

Ticker:  DTE
Security ID:  D2035M136

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 0.70 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 Deloitte GmbH as Auditors for Fiscal Year 2023 and for the Review of the Interim Financial Statements for Fiscal Year 2023 and

Management

For

For


     
 

First Quarter of Fiscal Year 2024

   

6.1

Elect Harald Krueger to the Supervisory Board

Management

For

For

6.2

Elect Reinhard Ploss to the Supervisory Board

Management

For

For

6.3

Elect Margret Suckale to the Supervisory Board

Management

For

For

7

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

8

Approve Remuneration Report

Management

For

For

     

 

ELEVANCE HEALTH, INC.
Meeting Date:  MAY 10, 2023
Record Date:  MAR 17, 2023
Meeting Type:  ANNUAL

Ticker:  ELV
Security ID:  036752103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Gail K. Boudreaux

Management

For

For

1.2

Elect Director R. Kerry Clark

Management

For

For

1.3

Elect Director Robert L. Dixon, Jr.

Management

For

For

1.4

Elect Director Deanna D. Strable

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify Ernst & Young LLP as Auditors

Management

For

For

5

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

6

Annually Report Third Party Political Contributions

Shareholder

Against

Against

     

 

ELI LILLY AND COMPANY
Meeting Date:  MAY 01, 2023
Record Date:  FEB 21, 2023
Meeting Type:  ANNUAL

Ticker:  LLY
Security ID:  532457108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director William G. Kaelin, Jr.

Management

For

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

For

8

Adopt Simple Majority Vote

Shareholder

Against

Against

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

Against

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
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

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

     

 

FIRST HORIZON CORPORATION
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

Ticker:  FHN
Security ID:  320517105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Harry V. Barton, Jr.

Management

For

For

1.2

Elect Director John N. Casbon

Management

For

For

1.3

Elect Director John C. Compton

Management

For

For

1.4

Elect Director Wendy P. Davidson

Management

For

For

1.5

Elect Director William H. Fenstermaker

Management

For

For

1.6

Elect Director D. Bryan Jordan

Management

For

For

1.7

Elect Director J. Michael Kemp, Sr.

Management

For

For

1.8

Elect Director Rick E. Maples

Management

For

For

1.9

Elect Director Vicki R. Palmer

Management

For

For

1.10

Elect Director Colin V. Reed

Management

For

For

1.11

Elect Director E. Stewart Shea, III

Management

For

For

1.12

Elect Director Cecelia D. Stewart

Management

For

For

1.13

Elect Director Rosa Sugranes

Management

For

For

1.14

Elect Director R. Eugene 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

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

FISERV, INC.
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

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

For

     

 

FRESENIUS SE & CO. KGAA
Meeting Date:  MAY 17, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL

Ticker:  FRE
Security ID:  D27348263

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports for Fiscal Year 2022

Management

For

For

2

Approve Allocation of Income and Dividends of EUR 0.92 per Share

Management

For

For

3

Approve Discharge of Personally Liable Partner for Fiscal Year 2022

Management

For

For

4

Approve Discharge of Supervisory Board for Fiscal Year 2022

Management

For

For

5

Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements

Management

For

For

6

Approve Remuneration Report

Management

For

For

7

Approve Remuneration Policy

Management

For

For

8

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

9

Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission

Management

For

For


     

 

GENERAL MOTORS COMPANY
Meeting Date:  JUN 20, 2023
Record Date:  APR 21, 2023
Meeting Type:  ANNUAL

Ticker:  GM
Security ID:  37045V100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

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

For

7

Report on Setting Sustainable Sourcing Targets

Shareholder

Against

Against

     

 

GLOBAL PAYMENTS INC.
Meeting Date:  APR 27, 2023
Record Date:  MAR 03, 2023
Meeting Type:  ANNUAL

Ticker:  GPN
Security ID:  37940X102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

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

For

     

 

GSK PLC
Meeting Date:  JUL 06, 2022
Record Date:  JUL 04, 2022
Meeting Type:  SPECIAL

Ticker:  GSK
Security ID:  G3910J112

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
Record Date:  APR 28, 2023
Meeting Type:  ANNUAL

Ticker:  GSK
Security ID:  G3910J179

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
Record Date:  APR 18, 2023
Meeting Type:  ANNUAL

Ticker:  HLN
Security ID:  G4232K100

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

 

 

HUMANA INC.
Meeting Date:  APR 20, 2023
Record Date:  FEB 28, 2023
Meeting Type:  ANNUAL

Ticker:  HUM


     

Security ID:  444859102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Raquel C. Bono

Management

For

For

1b

Elect Director Bruce D. Broussard

Management

For

For

1c

Elect Director Frank A. D'Amelio

Management

For

For

1d

Elect Director David T. Feinberg

Management

For

For

1e

Elect Director Wayne A. I. Frederick

Management

For

For

1f

Elect Director John W. Garratt

Management

For

For

1g

Elect Director Kurt J. Hilzinger

Management

For

For

1h

Elect Director Karen W. Katz

Management

For

For

1i

Elect Director Marcy S. Klevorn

Management

For

For

1j

Elect Director William J. McDonald

Management

For

For

1k

Elect Director Jorge S. Mesquita

Management

For

For

1l

Elect Director Brad D. Smith

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

ING GROEP NV
Meeting Date:  APR 24, 2023
Record Date:  MAR 27, 2023
Meeting Type:  ANNUAL

Ticker:  INGA
Security ID:  N4578E595

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2A

Receive Report of Executive Board (Non-Voting)

Management

None

None

2B

Receive Report of Supervisory Board (Non-Voting)

Management

None

None

2C

Approve Remuneration Report

Management

For

For

2D

Adopt Financial Statements and Statutory Reports

Management

For

For

3A

Receive Explanation on Dividend and Distribution Policy

Management

None

None

3B

Approve Dividends

Management

For

For


     

4A

Approve Discharge of Executive Board

Management

For

For

4B

Approve Discharge of Supervisory Board

Management

For

For

5

Ratify KPMG Accountants N.V. (KPMG) as Auditors

Management

For

For

6

Reelect Tanate Phutrakul to Executive Board

Management

For

For

7A

Elect Alexandra Reich to Supervisory Board

Management

For

For

7B

Elect Karl Guha to Supervisory Board

Management

For

For

7C

Reelect Herna Verhagen to Supervisory Board

Management

For

For

7D

Reelect Mike Rees to Supervisory Board

Management

For

For

8A

Grant Board Authority to Issue Shares Up to 40 Percent of Issued Capital

Management

For

For

8B

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

9

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

10

Approve Cancellation of Repurchased Shares Pursuant to the Authority Under Item 9

Management

For

For

     

 

JOHNSON CONTROLS INTERNATIONAL PLC
Meeting Date:  MAR 08, 2023
Record Date:  JAN 05, 2023
Meeting Type:  ANNUAL

Ticker:  JCI
Security ID:  G51502105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Jean Blackwell

Management

For

For

1b

Elect Director Pierre Cohade

Management

For

For

1c

Elect Director Michael E. Daniels

Management

For

For

1d

Elect Director W. Roy Dunbar

Management

For

For

1e

Elect Director Gretchen R. Haggerty

Management

For

For

1f

Elect Director Ayesha Khanna

Management

For

For

1g

Elect Director Simone Menne

Management

For

For

1h

Elect Director George R. Oliver

Management

For

For

1i

Elect Director Jurgen Tinggren

Management

For

For

1j

Elect Director Mark Vergnano

Management

For

For

1k

Elect Director John D. Young

Management

For

For

2a

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

2b

Authorize Board to Fix Remuneration of

Management

For

For


     
 

Auditors

   

3

Authorize Market Purchases of Company Shares

Management

For

For

4

Determine Price Range for Reissuance of Treasury Shares

Management

For

For

5

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

6

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

7

Approve the Directors' Authority to Allot Shares

Management

For

For

8

Approve the Disapplication of Statutory Pre-Emption Rights

Management

For

For

     

 

JPMORGAN CHASE & CO.
Meeting Date:  MAY 16, 2023
Record Date:  MAR 17, 2023
Meeting Type:  ANNUAL

Ticker:  JPM
Security ID:  46625H100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Linda B. Bammann

Management

For

For

1b

Elect Director Stephen B. Burke

Management

For

For

1c

Elect Director Todd A. Combs

Management

For

For

1d

Elect Director James S. Crown

Management

For

For

1e

Elect Director Alicia Boler Davis

Management

For

For

1f

Elect Director James Dimon

Management

For

For

1g

Elect Director Timothy P. Flynn

Management

For

For

1h

Elect Director Alex Gorsky

Management

For

For

1i

Elect Director Mellody Hobson

Management

For

For

1j

Elect Director Michael A. Neal

Management

For

For

1k

Elect Director Phebe N. Novakovic

Management

For

For

1l

Elect Director Virginia M. Rometty

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

5

Require Independent Board Chair

Shareholder

Against

For


     

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

For

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

For

12

Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting

Shareholder

Against

Against

     

 

LIFE STORAGE, INC.
Meeting Date:  MAY 18, 2023
Record Date:  APR 10, 2023
Meeting Type:  ANNUAL

Ticker:  LSI
Security ID:  53223X107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Mark G. Barberio

Management

For

For

1b

Elect Director Joseph V. Saffire

Management

For

For

1c

Elect Director Stephen R. Rusmisel

Management

For

For

1d

Elect Director Arthur L. Havener, Jr.

Management

For

For

1e

Elect Director Dana Hamilton

Management

For

For

1f

Elect Director Edward J. Pettinella

Management

For

For

1g

Elect Director David L. Rogers

Management

For

For

1h

Elect Director Susan Harnett

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

 

 

MEDTRONIC PLC
Meeting Date:  DEC 08, 2022
Record Date:  OCT 11, 2022
Meeting Type:  ANNUAL


     

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

     

 

MERCK & CO., INC.
Meeting Date:  MAY 23, 2023
Record Date:  MAR 24, 2023
Meeting Type:  ANNUAL

Ticker:  MRK
Security ID:  58933Y105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Douglas M. Baker, Jr.

Management

For

For

1b

Elect Director Mary Ellen Coe

Management

For

For

1c

Elect Director Pamela J. Craig

Management

For

For

1d

Elect Director Robert M. Davis

Management

For

For

1e

Elect Director Thomas H. Glocer

Management

For

For

1f

Elect Director Risa J. Lavizzo-Mourey

Management

For

For


     

1g

Elect Director Stephen L. Mayo

Management

For

For

1h

Elect Director Paul B. Rothman

Management

For

For

1i

Elect Director Patricia F. Russo

Management

For

For

1j

Elect Director Christine E. Seidman

Management

For

For

1k

Elect Director Inge G. Thulin

Management

For

For

1l

Elect Director Kathy J. Warden

Management

For

For

1m

Elect Director Peter C. Wendell

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

5

Report on Risks Related to Operations in China

Shareholder

Against

Against

6

Report on Access to COVID-19 Products

Shareholder

Against

Against

7

Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities

Shareholder

Against

Against

8

Report on Impact of Extended Patent Exclusivities on Product Access

Shareholder

Against

Against

9

Publish a Congruency Report of Partnerships with Globalist Organizations

Shareholder

Against

Against

10

Require Independent Board Chair

Shareholder

Against

For

     

 

META PLATFORMS, INC.
Meeting Date:  MAY 31, 2023
Record Date:  APR 06, 2023
Meeting Type:  ANNUAL

Ticker:  META
Security ID:  30303M102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Peggy Alford

Management

For

Withhold

1.2

Elect Director Marc L. Andreessen

Management

For

Withhold

1.3

Elect Director Andrew W. Houston

Management

For

Withhold

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

Withhold


     

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

For

7

Report on Allegations of Political Entanglement and Content Management Biases in India

Shareholder

Against

Against

8

Report on Framework to Assess Company Lobbying Alignment with Climate Goals

Shareholder

Against

Against

9

Report on Data Privacy regarding Reproductive Healthcare

Shareholder

Against

Against

10

Report on Enforcement of Community Standards and User Content

Shareholder

Against

Against

11

Report on Child Safety and Harm Reduction

Shareholder

Against

For

12

Report on Executive Pay Calibration to Externalized Costs

Shareholder

Against

For

13

Commission Independent Review of Audit & Risk Oversight Committee

Shareholder

Against

Against

     

 

MITSUBISHI ELECTRIC CORP.
Meeting Date:  JUN 29, 2023
Record Date:  MAR 31, 2023
Meeting Type:  ANNUAL

Ticker:  6503
Security ID:  J43873116

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Yabunaka, Mitoji

Management

For

For

1.2

Elect Director Watanabe, Kazunori

Management

For

For

1.3

Elect Director Koide, Hiroko

Management

For

For

1.4

Elect Director Kosaka, Tatsuro

Management

For

For

1.5

Elect Director Yanagi, Hiroyuki

Management

For

For

1.6

Elect Director Egawa, Masako

Management

For

For

1.7

Elect Director Matsuyama, Haruka

Management

For

For

1.8

Elect Director Uruma, Kei

Management

For

For


     

1.9

Elect Director Kawagoishi, Tadashi

Management

For

For

1.10

Elect Director Masuda, Kuniaki

Management

For

For

1.11

Elect Director Nagasawa, Jun

Management

For

For

1.12

Elect Director Takeda, Satoshi

Management

For

For

     

 

NN GROUP NV
Meeting Date:  JUN 02, 2023
Record Date:  MAY 05, 2023
Meeting Type:  ANNUAL

Ticker:  NN
Security ID:  N64038107

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

For

4.A

Adopt Financial Statements and Statutory Reports

Management

For

For

4.B

Receive Explanation on Company's Dividend Policy

Management

None

None

4.C

Approve Dividends

Management

For

For

5.A

Approve Discharge of Executive Board

Management

For

For

5.B

Approve Discharge of Supervisory Board

Management

For

For

6

Announce Intention to Reappoint David Knibbe to Executive Board

Management

None

None

7

Amend the Level of the Fixed Annual fee for Supervisory Board Members

Management

For

For

8.A.1

Grant Board Authority to Issue Ordinary Shares Up To 10 Percent of Issued Capital

Management

For

For

8.A.2

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

8.B

Grant Board Authority to Issue Shares Up To 20 Percent of Issued Capital in Connection with a Rights Issue

Management

For

For

9

Authorize Repurchase of Shares

Management

For

For

10

Approve Reduction in Share Capital through Cancellation of Shares

Management

For

For

11

Close Meeting

Management

None

None

 

 

NOVARTIS AG
Meeting Date:  MAR 07, 2023
Record Date:  JAN 24, 2023


     

Meeting Type:  ANNUAL

Ticker:  NOVN
Security ID:  66987V109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Discharge of Board and Senior Management

Management

For

For

3

Approve Allocation of Income and Dividends of CHF 3.20 per Share

Management

For

For

4

Approve CHF 63.1 Million Reduction in Share Capital via Cancellation of Repurchased Shares

Management

For

For

5

Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital

Management

For

For

6.1

Amend Articles Re: Electronic Participation; Virtual-Only Shareholder Meetings

Management

For

For

6.2

Amend Articles of Association

Management

For

For

6.3

Amend Articles of Association

Management

For

For

7.1

Approve Remuneration of Directors in the Amount of CHF 8.8 Million

Management

For

For

7.2

Approve Maximum Remuneration of Executive Committee in the Amount of CHF 90 Million

Management

For

For

7.3

Approve Remuneration Report

Management

For

For

8.1

Reelect Joerg Reinhardt as Director and Board Chair

Management

For

For

8.2

Reelect Nancy Andrews as Director

Management

For

For

8.3

Reelect Ton Buechner as Director

Management

For

For

8.4

Reelect Patrice Bula as Director

Management

For

For

8.5

Reelect Elizabeth Doherty as Director

Management

For

For

8.6

Reelect Bridgette Heller as Director

Management

For

For

8.7

Reelect Daniel Hochstrasser as Director

Management

For

For

8.8

Reelect Frans van Houten as Director

Management

For

For

8.9

Reelect Simon Moroney as Director

Management

For

For

8.10

Reelect Ana de Pro Gonzalo as Director

Management

For

For

8.11

Reelect Charles Sawyers as Director

Management

For

For

8.12

Reelect William Winters as Director

Management

For

For

8.13

Elect John Young as Director

Management

For

For


     

9.1

Reappoint Patrice Bula as Member of the Compensation Committee

Management

For

For

9.2

Reappoint Bridgette Heller as Member of the Compensation Committee

Management

For

For

9.3

Reappoint Simon Moroney as Member of the Compensation Committee

Management

For

For

9.4

Reappoint William Winters as Member of the Compensation Committee

Management

For

For

10

Ratify KPMG AG as Auditors

Management

For

For

11

Designate Peter Zahn as Independent Proxy

Management

For

For

12

Transact Other Business (Voting)

Management

For

Against

     

 

PARKER-HANNIFIN CORPORATION
Meeting Date:  OCT 26, 2022
Record Date:  SEP 02, 2022
Meeting Type:  ANNUAL

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

 

 

RECKITT BENCKISER GROUP PLC
Meeting Date:  MAY 03, 2023
Record Date:  APR 28, 2023
Meeting Type:  ANNUAL

Ticker:  RKT
Security ID:  G74079107


     

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

Re-elect Andrew Bonfield as Director

Management

For

For

5

Re-elect Olivier Bohuon as Director

Management

For

For

6

Re-elect Jeff Carr as Director

Management

For

For

7

Re-elect Margherita Della Valle as Director

Management

For

For

8

Re-elect Nicandro Durante as Director

Management

For

For

9

Re-elect Mary Harris as Director

Management

For

For

10

Re-elect Mehmood Khan as Director

Management

For

For

11

Re-elect Pam Kirby as Director

Management

For

For

12

Re-elect Chris Sinclair as Director

Management

For

For

13

Re-elect Elane Stock as Director

Management

For

For

14

Re-elect Alan Stewart as Director

Management

For

For

15

Elect Jeremy Darroch as Director

Management

For

For

16

Elect Tamara Ingram as Director

Management

For

For

17

Reappoint KPMG LLP as Auditors

Management

For

For

18

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

19

Authorise UK Political Donations and Expenditure

Management

For

For

20

Authorise Issue of Equity

Management

For

For

21

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

22

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

Management

For

For

23

Authorise Market Purchase of Ordinary Shares

Management

For

For

24

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

     

 

RENESAS ELECTRONICS CORP.
Meeting Date:  MAR 30, 2023
Record Date:  DEC 31, 2022
Meeting Type:  ANNUAL

Ticker:  6723
Security ID:  J4881V107

Proposal

Proposal

Proposed By

Management

Vote


     

No

  

Recommendation

Cast

1.1

Elect Director Shibata, Hidetoshi

Management

For

For

1.2

Elect Director Iwasaki, Jiro

Management

For

For

1.3

Elect Director Selena Loh Lacroix

Management

For

For

1.4

Elect Director Yamamoto, Noboru

Management

For

For

1.5

Elect Director Hirano, Takuya

Management

For

For

2

Approve Qualified Employee Stock Purchase Plan

Management

For

For

     

 

RIO TINTO PLC
Meeting Date:  OCT 25, 2022
Record Date:  OCT 23, 2022
Meeting Type:  SPECIAL

Ticker:  RIO
Security ID:  G75754104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Proposed Joint Venture with China Baowu Steel Group Co., Ltd

Management

For

For

2

Approve Any Acquisition or Disposal of a Substantial Asset from or to China Baowu Steel Group Co., Ltd or its Associates Pursuant to a Future Transaction

Management

For

For

     

 

RIO TINTO PLC
Meeting Date:  APR 06, 2023
Record Date:  APR 04, 2023
Meeting Type:  ANNUAL

Ticker:  RIO
Security ID:  G75754104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Report for UK Law Purposes

Management

For

For

3

Approve Remuneration Report for Australian Law Purposes

Management

For

For

4

Approve the Potential Termination of Benefits for Australian Law Purposes

Management

For

For

5

Elect Kaisa Hietala as Director

Management

For

For

6

Re-elect Dominic Barton as Director

Management

For

For

7

Re-elect Megan Clark as Director

Management

For

For


     

8

Re-elect Peter Cunningham as Director

Management

For

For

9

Re-elect Simon Henry as Director

Management

For

For

10

Re-elect Sam Laidlaw as Director

Management

For

For

11

Re-elect Simon McKeon as Director

Management

For

For

12

Re-elect Jennifer Nason as Director

Management

For

For

13

Re-elect Jakob Stausholm as Director

Management

For

For

14

Re-elect Ngaire Woods as Director

Management

For

For

15

Re-elect Ben Wyatt as Director

Management

For

For

16

Reappoint KPMG LLP as Auditors

Management

For

For

17

Authorise the Audit and 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 Market Purchase of Ordinary Shares

Management

For

For

22

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

     

 

SAMSUNG ELECTRONICS CO., LTD.
Meeting Date:  NOV 03, 2022
Record Date:  SEP 19, 2022
Meeting Type:  SPECIAL

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
Record Date:  DEC 31, 2022
Meeting Type:  ANNUAL

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

     

 

SCHLUMBERGER N.V.
Meeting Date:  APR 05, 2023
Record Date:  FEB 08, 2023
Meeting Type:  ANNUAL

Ticker:  SLB
Security ID:  806857108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Peter Coleman

Management

For

For

1.2

Elect Director Patrick de La Chevardiere

Management

For

For

1.3

Elect Director Miguel Galuccio

Management

For

For

1.4

Elect Director Olivier Le Peuch

Management

For

For

1.5

Elect Director Samuel Leupold

Management

For

For

1.6

Elect Director Tatiana Mitrova

Management

For

For

1.7

Elect Director Maria Moraeus Hanssen

Management

For

For

1.8

Elect Director Vanitha Narayanan

Management

For

For

1.9

Elect Director Mark Papa

Management

For

Against

1.10

Elect Director Jeff Sheets

Management

For

For

1.11

Elect Director Ulrich Spiesshofer

Management

For

For

2

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Adopt and Approve Financials and Dividends

Management

For

For

5

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

     

 

SIEMENS AG
Meeting Date:  FEB 09, 2023
Record Date:  FEB 02, 2023
Meeting Type:  ANNUAL

Ticker:  SIE
Security ID:  D69671218

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Receive Financial Statements and Statutory Reports for Fiscal Year 2021/22 (Non-Voting)

Management

None

None

2

Approve Allocation of Income and Dividends of EUR 4.25 per Share

Management

For

For

3.1

Approve Discharge of Management Board

Management

For

For


     
 

Member Roland Busch for Fiscal Year 2021/22

   

3.2

Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2021/22

Management

For

For

3.3

Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2021/22

Management

For

For

3.4

Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2021/22

Management

For

For

3.5

Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2021/22

Management

For

For

4.1

Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2021/22

Management

For

For

4.2

Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2021/22

Management

For

For

4.3

Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2021/22

Management

For

For

4.4

Approve Discharge of Supervisory Board Member Tobias Baeumler for Fiscal Year 2021/22

Management

For

For

4.5

Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2021/22

Management

For

For

4.6

Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2021/22

Management

For

For

4.7

Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2021/22

Management

For

For

4.8

Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2021/22

Management

For

For

4.9

Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2021/22

Management

For

For

4.10

Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2021/22

Management

For

For

4.11

Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2021/22

Management

For

For

4.12

Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2021/22

Management

For

For

4.13

Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2021/22

Management

For

For


     

4.14

Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2021/22

Management

For

For

4.15

Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2021/22

Management

For

For

4.16

Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2021/22

Management

For

For

4.17

Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2021/22

Management

For

For

4.18

Approve Discharge of Supervisory Board Member Grazia Vittadini for Fiscal Year 2021/22

Management

For

For

4.19

Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2021/22

Management

For

For

4.20

Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2021/22

Management

For

For

5

Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2022/23

Management

For

For

6

Approve Remuneration Report

Management

For

For

7.1

Elect Werner Brandt to the Supervisory Board

Management

For

For

7.2

Elect Regina Dugan to the Supervisory Board

Management

For

For

7.3

Elect Keryn Lee James to the Supervisory Board

Management

For

For

7.4

Elect Martina Merz to the Supervisory Board

Management

For

For

7.5

Elect Benoit Potier to the Supervisory Board

Management

For

For

7.6

Elect Nathalie von Siemens to the Supervisory Board

Management

For

For

7.7

Elect Matthias Zachert to the Supervisory Board

Management

For

For

8

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

9

Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission

Management

For

For

10

Amend Articles Re: Registration in the Share Register

Management

For

For

 

 


     

SUNCOR ENERGY INC.
Meeting Date:  MAY 09, 2023
Record Date:  MAR 14, 2023
Meeting Type:  ANNUAL

Ticker:  SU
Security ID:  867224107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Ian R. Ashby

Management

For

For

1.2

Elect Director Patricia M. Bedient

Management

For

For

1.3

Elect Director Russell K. Girling

Management

For

For

1.4

Elect Director Jean Paul (JP) Gladu

Management

For

For

1.5

Elect Director Dennis M. Houston

Management

For

For

1.6

Elect Director Richard M. Kruger

Management

For

For

1.7

Elect Director Brian P. MacDonald

Management

For

For

1.8

Elect Director Lorraine Mitchelmore

Management

For

For

1.9

Elect Director Daniel Romasko

Management

For

For

1.10

Elect Director Christopher R. Seasons

Management

For

For

1.11

Elect Director M. Jacqueline Sheppard

Management

For

For

1.12

Elect Director Eira M. Thomas

Management

For

For

1.13

Elect Director Michael M. Wilson

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote on Executive Compensation Approach

Management

For

For

4

SP 1: Report on Alignment of Capital Expenditure Plans with 2030 Emissions Reductions Target and 2050 Net Zero Pledge

Shareholder

Against

Against

     

 

THE KRAFT HEINZ COMPANY
Meeting Date:  MAY 04, 2023
Record Date:  MAR 06, 2023
Meeting Type:  ANNUAL

Ticker:  KHC
Security ID:  500754106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Gregory E. Abel

Management

For

For

1b

Elect Director Humberto P. Alfonso

Management

For

For

1c

Elect Director John T. Cahill

Management

For

For

1d

Elect Director Lori Dickerson Fouche

Management

For

For

1e

Elect Director Diane Gherson

Management

For

For

1f

Elect Director Timothy Kenesey

Management

For

For


     

1g

Elect Director Alicia Knapp

Management

For

For

1h

Elect Director Elio Leoni Sceti

Management

For

For

1i

Elect Director Susan Mulder

Management

For

For

1j

Elect Director James Park

Management

For

For

1k

Elect Director Miguel Patricio

Management

For

For

1l

Elect Director John C. Pope

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

Adopt Simple Majority Vote

Shareholder

Against

For

5

Report on Supply Chain Water Risk Exposure

Shareholder

Against

Against

6

Commission a Civil Rights and Non-Discrimination Audit

Shareholder

Against

Against

     

 

THE WALT DISNEY COMPANY
Meeting Date:  APR 03, 2023
Record Date:  FEB 08, 2023
Meeting Type:  ANNUAL

Ticker:  DIS
Security ID:  254687106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Mary T. Barra

Management

For

For

1b

Elect Director Safra A. Catz

Management

For

For

1c

Elect Director Amy L. Chang

Management

For

For

1d

Elect Director Francis A. deSouza

Management

For

For

1e

Elect Director Carolyn N. Everson

Management

For

For

1f

Elect Director Michael B.G. Froman

Management

For

For

1g

Elect Director Robert A. Iger

Management

For

For

1h

Elect Director Maria Elena Lagomasino

Management

For

For

1i

Elect Director Calvin R. McDonald

Management

For

For

1j

Elect Director Mark G. Parker

Management

For

For

1k

Elect Director Derica W. Rice

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One


     
    

Year

5

Report on Risks Related to Operations in China

Shareholder

Against

Against

6

Report on Charitable Contributions

Shareholder

Against

Against

7

Report on Political Expenditures

Shareholder

Against

For

     

 

THE WILLIAMS COMPANIES, INC.
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

Ticker:  WMB
Security ID:  969457100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Alan S. Armstrong

Management

For

For

1.2

Elect Director Stephen W. Bergstrom

Management

For

For

1.3

Elect Director Michael A. Creel

Management

For

For

1.4

Elect Director Stacey H. Dore

Management

For

For

1.5

Elect Director Carri A. Lockhart

Management

For

For

1.6

Elect Director Richard E. Muncrief

Management

For

For

1.7

Elect Director Peter A. Ragauss

Management

For

For

1.8

Elect Director Rose M. Robeson

Management

For

For

1.9

Elect Director Scott D. Sheffield

Management

For

For

1.10

Elect Director Murray D. Smith

Management

For

For

1.11

Elect Director William H. Spence

Management

For

For

1.12

Elect Director Jesse J. Tyson

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

     

 

TOWER SEMICONDUCTOR LTD.
Meeting Date:  JUL 21, 2022
Record Date:  JUN 15, 2022
Meeting Type:  ANNUAL

Ticker:  TSEM
Security ID:  M87915274

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Reelect Amir Elstein as Director

Management

For

For

1.2

Reelect Russell Ellwanger as Director

Management

For

For


     

1.3

Reelect Kalman Kaufman as Director

Management

For

Against

1.4

Reelect Dana Gross as Director

Management

For

For

1.5

Reelect Ilan Flato as Director

Management

For

For

1.6

Reelect Yoav Chelouche as Director

Management

For

For

1.7

Reelect Iris Avner as Director

Management

For

For

1.8

Reelect Michal Vakrat Wolkin as Director

Management

For

For

1.9

Reelect Avi Hasson as Director

Management

For

For

2

Reelect Amir Elstein as Chairman and Approve his Compensation Terms

Management

For

For

3

Approve Amended Compensation of Russell Ellwanger, CEO

Management

For

Against

4

Approve Equity Grant to Russell Ellwanger, CEO

Management

For

Against

5

Approve Equity Grants to Directors

Management

For

For

6

Reappoint Brightman Almagor Zohar & Co. as Auditors and Authorize Board to Fix Their Remuneration

Management

For

For

A

Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager

Management

None

Against

     

 

VOYA FINANCIAL, INC.
Meeting Date:  MAY 25, 2023
Record Date:  MAR 29, 2023
Meeting Type:  ANNUAL

Ticker:  VOYA
Security ID:  929089100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Lynne Biggar

Management

For

For

1b

Elect Director Stephen Bowman

Management

For

For

1c

Elect Director Yvette S. Butler

Management

For

For

1d

Elect Director Jane P. Chwick

Management

For

For

1e

Elect Director Kathleen DeRose

Management

For

For

1f

Elect Director Hikmet Ersek

Management

For

For

1g

Elect Director Ruth Ann M. Gillis

Management

For

For

1h

Elect Director Heather Lavallee

Management

For

For


     

1i

Elect Director Aylwin B. Lewis

Management

For

For

1j

Elect Director Rodney O. Martin, Jr.

Management

For

For

1k

Elect Director Joseph V. Tripodi

Management

For

For

1l

Elect Director David Zwiener

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

     

 

WELLS FARGO & COMPANY
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

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

For

8

Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets

Shareholder

Against

For


     

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

For

11

Adopt Policy on Freedom of Association and Collective Bargaining

Shareholder

Against

For

     

 

WESTERN DIGITAL CORPORATION
Meeting Date:  NOV 16, 2022
Record Date:  SEP 19, 2022
Meeting Type:  ANNUAL

Ticker:  WDC
Security ID:  958102105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Kimberly E. Alexy

Management

For

For

1b

Elect Director Thomas H. Caulfield

Management

For

For

1c

Elect Director Martin I. Cole

Management

For

For

1d

Elect Director Tunc Doluca

Management

For

For

1e

Elect Director David V. Goeckeler

Management

For

For

1f

Elect Director Matthew E. Massengill

Management

For

For

1g

Elect Director Stephanie A. Streeter

Management

For

For

1h

Elect Director Miyuki Suzuki

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Amend Omnibus Stock Plan

Management

For

For

4

Amend Qualified Employee Stock Purchase Plan

Management

For

For

5

Ratify KPMG LLP as Auditors

Management

For

For

     

 

WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  WTW
Security ID:  G96629103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Dame Inga Beale

Management

For

For

1b

Elect Director Fumbi Chima

Management

For

For

1c

Elect Director Stephen Chipman

Management

For

For

1d

Elect Director Michael Hammond

Management

For

For


     

1e

Elect Director Carl Hess

Management

For

For

1f

Elect Director Jacqueline Hunt

Management

For

For

1g

Elect Director Paul Reilly

Management

For

For

1h

Elect Director Michelle Swanback

Management

For

For

1i

Elect Director Paul Thomas

Management

For

For

1j

Elect Director Fredric Tomczyk

Management

For

For

2

Ratify the Appointment of Deloitte & Touche LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the 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

Renew the Board's Authority to Issue Shares Under Irish Law

Management

For

For

6

Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights

Management

For

For


Franklin Mutual International Value Fund (Formerly, Mutual European Fund)

     

 

ADIDAS AG
Meeting Date:  MAY 11, 2023
Record Date:  MAY 04, 2023
Meeting Type:  ANNUAL

Ticker:  ADS
Security ID:  D0066B185

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 0.70 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

Against

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

Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares

Management

For

For

9

Authorize Use of Financial Derivatives when Repurchasing Shares

Management

For

For

     

 

AERCAP HOLDINGS NV
Meeting Date:  APR 26, 2023
Record Date:  MAR 29, 2023
Meeting Type:  ANNUAL

Ticker:  AER
Security ID:  N00985106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2

Receive Board Report (Non-Voting)

Management

None

None

3

Adopt Financial Statements and Statutory Reports

Management

For

For

4

Receive Explanation on Company's Reserves and Dividend Policy

Management

None

None

5

Approve Discharge of Directors

Management

For

Against

6

Approve Appointment of Peter L. Juhas as the Person Referred to in Article 16, Paragraph 8 of the Company's Articles of Association

Management

For

For

7

Ratify KPMG Accountants N.V. as Auditors

Management

For

For

8a

Grant Board Authority to Issue Shares

Management

For

Against

8b

Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 8a

Management

For

Against

8c

Grant Board Authority to Issue Additional Shares and Grant Additional Rights to Subscribe for Shares

Management

For

Against

8d

Authorize Board to Exclude Preemptive Rights from Share Issuances under Item 8c

Management

For

Against

9a

Authorize Repurchase Shares

Management

For

For

9b

Conditional Authorization to Repurchase Additional Shares

Management

For

For

10

Approve Reduction in Share Capital through Cancellation of Shares

Management

For

For


     

11

Allow Questions

Management

None

None

12

Open Meeting

Management

None

None

     

 

AIRBUS SE
Meeting Date:  APR 19, 2023
Record Date:  MAR 22, 2023
Meeting Type:  ANNUAL

Ticker:  AIR
Security ID:  NL0000235190

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-

Management

For

For


     
 

Related Long-Term Incentive Plans

   

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

     

 

ALSTOM SA
Meeting Date:  JUL 12, 2022
Record Date:  JUL 08, 2022
Meeting Type:  ANNUAL/SPECIAL

Ticker:  ALO
Security ID:  F0259M475

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 0.25 per Share With an Option for Payment of Dividends in Cash or in Shares

Management

For

For

4

Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions

Management

For

For

5

Reelect Bi Yong Chungunco as Director

Management

For

For

6

Reelect Clotilde Delbos as Director

Management

For

For

7

Reelect Baudouin Prot as Director

Management

For

For

8

Approve Remuneration Policy of Chairman and CEO

Management

For

For

9

Approve Remuneration Policy of Directors

Management

For

For

10

Approve Compensation Report of Corporate Officers

Management

For

For

11

Approve Compensation of Henri Poupart-Lafarge, Chairman and CEO

Management

For

For

12

Authorize Repurchase of Up to 5 Percent of Issued Share Capital

Management

For

For

13

Authorize Decrease in Share Capital via Cancellation of Repurchased Shares

Management

For

For

14

Authorize Capitalization of Reserves of Up to

Management

For

For


     
 

EUR 911 Million for Bonus Issue or Increase in Par Value

   

15

Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 911 Million

Management

For

For

16

Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 260 Million

Management

For

For

17

Authorize Capital Increase of Up to EUR 260 Million for Future Exchange Offers

Management

For

For

18

Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 260 Million

Management

For

For

19

Authorize Capital Issuances for Use in Employee Stock Purchase Plans

Management

For

For

20

Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries

Management

For

For

21

Authorize Board to Set Issue Price for 10 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights

Management

For

For

22

Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 15 to 20

Management

For

For

23

Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind

Management

For

For

24

Authorize Issuance of Equity upon Conversion of a Subsidiary's Equity-Linked Securities without Preemptive Rights for Up to EUR 260 Million

Management

For

For

25

Authorize Filing of Required Documents/Other Formalities

Management

For

For

     

 

ANHEUSER-BUSCH INBEV SA/NV
Meeting Date:  APR 26, 2023
Record Date:  APR 12, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  ABI
Security ID:  BE0974293251

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

A.1

Amend Articles Re: Composition Rules for the Board of Directors

Management

For

For

B.2

Receive Directors' Reports (Non-Voting)

Management

None

None


     

B.3

Receive Auditors' Reports (Non-Voting)

Management

None

None

B.4

Receive Consolidated Financial Statements and Statutory Reports (Non-Voting)

Management

None

None

B.5

Approve Financial Statements, Allocation of Income and Dividends of EUR 0.75 per Share

Management

For

For

B.6

Approve Discharge of Directors

Management

For

For

B.7

Approve Discharge of Auditors

Management

For

For

B.8.a

Elect Aradhana Sarin as Independent Director

Management

For

For

B.8.b

Elect Dirk Van de Put as Independent Director

Management

For

For

B.8.c

Elect Lynne Biggar as Independent Director

Management

For

For

B.8.d

Reelect Sabine Chalmers as Director

Management

For

Against

B.8.e

Reelect Claudio Garcia as Director

Management

For

Against

B.8.f

Elect Heloisa Sicupira as Director

Management

For

Against

B.8.g

Reelect Martin J. Barrington as Restricted Share Director

Management

For

Against

B.8.h

Reelect Alejandro Santo Domingo as Restricted Share Director

Management

For

Against

B.8.i

Elect Salvatore Mancuso as Restricted Share Director

Management

For

Against

B.9

Approve Remuneration Report

Management

For

Against

C.10

Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry

Management

For

For

     

 

ASR NEDERLAND NV
Meeting Date:  JAN 17, 2023
Record Date:  DEC 20, 2022
Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  ASRNL
Security ID:  N0709G103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2a

Approve Acquisition of Aegon Nederland

Management

For

For

2b

Grant Board Authority to Issue Shares

Management

For

For

2c

Authorize Board to Exclude Preemptive Rights

Management

For

For

3a

Extend Term of Appointment of Jos Baeten as Member and Chairman of the Executive Board

Management

None

None

4a

Announce Nomination by Supervisory Board to

Management

None

None


     
 

Appoint Two New Members of the Supervisory Board

   

4b

Opportunity to Make Recommendations to the Supervisory Board

Management

For

For

4c

Elect Danielle Jansen Heijtmajer to Supervisory Board

Management

For

For

4d

Elect Lard Friese to Supervisory Board

Management

For

For

5

Allow Questions

Management

None

None

6

Close Meeting

Management

None

None

     

 

ASR NEDERLAND NV
Meeting Date:  MAY 31, 2023
Record Date:  MAY 03, 2023
Meeting Type:  ANNUAL

Ticker:  ASRNL
Security ID:  N0709G103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2.a

Receive Report of Executive Board (Non-Voting)

Management

None

None

2.b

Receive Report of Supervisory Board (Non-Voting)

Management

None

None

2.c

Discussion on Company's Corporate Governance Structure

Management

None

None

2.d

Approve Remuneration Report

Management

For

For

3.a

Amend Remuneration Policy for Executive Board

Management

For

For

3.b

Approve Remuneration of the Chairman of the Executive Board

Management

For

For

3.c

Approve Remuneration of Supervisory Board

Management

For

For

4.a

Adopt Financial Statements and Statutory Reports

Management

For

For

4.b

Receive Explanation on Company's Reserves and Dividend Policy

Management

None

None

4.c

Approve Dividends

Management

For

For

5.a

Approve Discharge of Management Board

Management

For

For

5.b

Approve Discharge of Supervisory Board

Management

For

For

6.a

Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital

Management

For

For

6.b

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For


     

6.c

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

7.a

Approve Cancellation of Repurchased Shares

Management

For

For

8

Announce Intention to Reappoint Ingrid de Swart to Executive Board

Management

None

None

9.a

Reelect Gisella Van Vollenhoven to Supervisory Board

Management

For

For

9.b

Reelect Gerard Van Olphen to Supervisory Board

Management

For

For

10

Allow Questions

Management

None

None

11

Close Meeting

Management

None

None

     

 

BAKER HUGHES COMPANY
Meeting Date:  MAY 16, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  BKR
Security ID:  05722G100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director W. Geoffrey Beattie

Management

For

For

1.2

Elect Director Gregory D. Brenneman

Management

For

For

1.3

Elect Director Cynthia B. Carroll

Management

For

For

1.4

Elect Director Nelda J. Connors

Management

For

For

1.5

Elect Director Michael R. Dumais

Management

For

For

1.6

Elect Director Lynn L. Elsenhans

Management

For

For

1.7

Elect Director John G. Rice

Management

For

For

1.8

Elect Director Lorenzo Simonelli

Management

For

For

1.9

Elect Director Mohsen Sohi

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Ratify KPMG LLP as Auditors

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

BERKELEY GROUP HOLDINGS PLC
Meeting Date:  SEP 06, 2022
Record Date:  SEP 02, 2022
Meeting Type:  ANNUAL

Ticker:  BKG
Security ID:  G1191G138

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

Against

4

Approve Restricted Share Plan

Management

For

Against

5

Approve Long-Term Option Plan

Management

For

Against

6

Elect Michael Dobson as Director

Management

For

For

7

Re-elect Diana Brightmore-Armour as Director

Management

For

For

8

Re-elect Rob Perrins as Director

Management

For

For

9

Re-elect Richard Stearn as Director

Management

For

For

10

Re-elect Andy Myers as Director

Management

For

For

11

Re-elect Andy Kemp as Director

Management

For

For

12

Re-elect Sir John Armitt as Director

Management

For

For

13

Re-elect Rachel Downey as Director

Management

For

For

14

Re-elect William Jackson as Director

Management

For

For

15

Re-elect Elizabeth Adekunle as Director

Management

For

For

16

Re-elect Sarah Sands as Director

Management

For

For

17

Elect Natasha Adams as Director

Management

For

For

18

Re-elect Karl Whiteman as Director

Management

For

For

19

Re-elect Justin Tibaldi as Director

Management

For

For

20

Re-elect Paul Vallone as Director

Management

For

For

21

Reappoint KPMG LLP as Auditors

Management

For

For

22

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

23

Authorise Issue of Equity

Management

For

For

24

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

25

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

Management

For

For

26

Authorise Market Purchase of Ordinary Shares

Management

For

For

27

Authorise UK Political Donations and Expenditure

Management

For

For

28

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

 

 

BNP PARIBAS SA


     

Meeting Date:  MAY 16, 2023
Record Date:  MAY 12, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  BNP
Security ID:  FR0000131104

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 3.90 per Share

Management

For

For

4

Approve Auditors' Special Report on Related-Party Transactions

Management

For

For

5

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

6

Reelect Jean Lemierre as Director

Management

For

For

7

Reelect Jacques Aschenbroich as Director

Management

For

For

8

Reelect Monique Cohen as Director

Management

For

For

9

Reelect Daniela Schwarzer as Director

Management

For

For

10

Approve Remuneration Policy of Directors

Management

For

For

11

Approve Remuneration Policy of Chairman of the Board

Management

For

For

12

Approve Remuneration Policy of CEO and Vice-CEOs

Management

For

For

13

Approve Compensation Report of Corporate Officers

Management

For

For

14

Approve Compensation of Jean Lemierre, Chairman of the Board

Management

For

For

15

Approve Compensation of Jean-Laurent Bonnafe, CEO

Management

For

For

16

Approve Compensation of Yann Gerardin, Vice-CEO

Management

For

For

17

Approve Compensation of Thierry Laborde, Vice-CEO

Management

For

For

18

Approve the Overall Envelope of Compensation of Certain Senior Management, Responsible Officers and the Risk-takers

Management

For

For

19

Approve Issuance of Super-Subordinated Contigent Convertible Bonds without Preemptive Rights for Private Placements, up to 10 Percent

Management

For

For


     
 

of Issued Capital

   

20

Authorize Capital Issuances for Use in Employee Stock Purchase Plans

Management

For

For

21

Authorize Decrease in Share Capital via Cancellation of Repurchased Shares

Management

For

For

22

Amend Article 14 of Bylaws Re: Age Limit of Chairman of the Board

Management

For

For

23

Authorize Filing of Required Documents/Other Formalities

Management

For

For

     

 

BP PLC
Meeting Date:  APR 27, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL

Ticker:  BP
Security ID:  G12793108

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

Re-elect Helge Lund as Director

Management

For

For

5

Re-elect Bernard Looney as Director

Management

For

For

6

Re-elect Murray Auchincloss as Director

Management

For

For

7

Re-elect Paula Reynolds as Director

Management

For

For

8

Re-elect Melody Meyer as Director

Management

For

For

9

Re-elect Tushar Morzaria as Director

Management

For

For

10

Re-elect Sir John Sawers as Director

Management

For

For

11

Re-elect Pamela Daley as Director

Management

For

For

12

Re-elect Karen Richardson as Director

Management

For

For

13

Re-elect Johannes Teyssen as Director

Management

For

For

14

Elect Amanda Blanc as Director

Management

For

For

15

Elect Satish Pai as Director

Management

For

For

16

Elect Hina Nagarajan as Director

Management

For

For

17

Reappoint Deloitte LLP as Auditors

Management

For

For

18

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

19

Authorise UK Political Donations and Expenditure

Management

For

For


     

20

Authorise Issue of Equity

Management

For

For

21

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

22

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

Management

For

For

23

Authorise Market Purchase of Ordinary Shares

Management

For

For

24

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

25

Approve Shareholder Resolution on Climate Change Targets

Shareholder

Against

Against

     

 

BRITISH AMERICAN TOBACCO PLC
Meeting Date:  APR 19, 2023
Record Date:  APR 17, 2023
Meeting Type:  ANNUAL

Ticker:  BATS
Security ID:  G1510J102

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

Reappoint KPMG LLP as Auditors

Management

For

For

4

Authorise Audit Committee to Fix Remuneration of Auditors

Management

For

For

5

Re-elect Luc Jobin as Director

Management

For

For

6

Re-elect Jack Bowles as Director

Management

For

For

7

Re-elect Tadeu Marroco as Director

Management

For

For

8

Re-elect Kandy Anand as Director

Management

For

For

9

Re-elect Sue Farr as Director

Management

For

For

10

Re-elect Karen Guerra as Director

Management

For

For

11

Re-elect Holly Keller Koeppel as Director

Management

For

For

12

Re-elect Dimitri Panayotopoulos as Director

Management

For

For

13

Re-elect Darrell Thomas as Director

Management

For

For

14

Elect Veronique Laury as Director

Management

For

For

15

Authorise UK Political Donations and Expenditure

Management

For

For

16

Authorise Issue of Equity

Management

For

For

17

Authorise Issue of Equity without Pre-emptive

Management

For

For


     
 

Rights

   

18

Authorise Market Purchase of Ordinary Shares

Management

For

For

19

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

20

Adopt New Articles of Association

Management

For

For

     

 

CAPGEMINI SE
Meeting Date:  MAY 16, 2023
Record Date:  MAY 12, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  CAP
Security ID:  FR0000125338

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 3.25 per Share

Management

For

For

4

Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions

Management

For

For

5

Approve Compensation Report of Corporate Officers

Management

For

For

6

Approve Compensation of Paul Hermelin, Chairman of the Board

Management

For

For

7

Approve Compensation of Aiman Ezzat, CEO

Management

For

For

8

Approve Remuneration Policy of Chairman of the Board

Management

For

For

9

Approve Remuneration Policy of CEO

Management

For

For

10

Approve Remuneration Policy of Directors

Management

For

For

11

Elect Megan Clarken as Director

Management

For

For

12

Elect Ulrica Fearn as Director

Management

For

For

13

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

14

Authorize up to 1.2 Percent of Issued Capital for Use in Restricted Stock Plans Under Performance Conditions Reserved for Employees and Corporate Officers

Management

For

For

15

Authorize Capital Issuances for Use in Employee Stock Purchase Plans

Management

For

For


     

16

Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries

Management

For

For

17

Authorize Filing of Required Documents/Other Formalities

Management

For

For

     

 

COCA-COLA HBC AG
Meeting Date:  MAY 17, 2023
Record Date:  MAY 15, 2023
Meeting Type:  ANNUAL

Ticker:  CCH
Security ID:  H1512E100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2.1

Approve Treatment of Net Loss

Management

For

For

2.2

Approve Dividend from Reserves

Management

For

For

3

Approve Discharge of Board and Senior Management

Management

For

For

4.1.1

Re-elect Anastassis David as Director and as Board Chairman

Management

For

For

4.1.2

Re-elect Zoran Bogdanovic as Director

Management

For

For

4.1.3

Re-elect Charlotte Boyle as Director and as Member of the Remuneration Committee

Management

For

Against

4.1.4

Re-elect Reto Francioni as Director and as Member of the Remuneration Committee

Management

For

For

4.1.5

Re-elect Olusola David-Borha as Director

Management

For

For

4.1.6

Re-elect William Douglas III as Director

Management

For

For

4.1.7

Re-elect Anastasios Leventis as Director

Management

For

For

4.1.8

Re-elect Christodoulos Leventis as Director

Management

For

For

4.1.9

Re-elect Alexandra Papalexopoulou as Director

Management

For

For

4.1.A

Re-elect Anna Diamantopoulou as Director and as Member of the Remuneration Committee

Management

For

For

4.1.B

Re-elect Henrique Braun as Director

Management

For

For

4.2.1

Elect George Leventis as Director

Management

For

For

4.2.2

Elect Evguenia Stoitchkova as Director

Management

For

For

5

Designate Ines Poeschel as Independent Proxy

Management

For

For

6.1

Reappoint PricewaterhouseCoopers AG as

Management

For

For


     
 

Auditors

   

6.2

Advisory Vote on Reappointment of the Independent Registered Public Accounting Firm PricewaterhouseCoopers SA for UK Purposes

Management

For

For

7

Approve UK Remuneration Report

Management

For

Against

8

Approve Remuneration Policy

Management

For

For

9

Approve Swiss Remuneration Report

Management

For

Against

10.1

Approve Maximum Aggregate Amount of Remuneration for Directors

Management

For

For

10.2

Approve Maximum Aggregate Amount of Remuneration for the Executive Leadership Team

Management

For

For

11

Authorise Market Purchase of Ordinary Shares

Management

For

For

12

Transact Other Business (Voting)

Management

For

Against

     

 

COMPAGNIE FINANCIERE RICHEMONT SA
Meeting Date:  SEP 07, 2022
Record Date:  
Meeting Type:  ANNUAL

Ticker:  CFR
Security ID:  H25662182

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 Ordinary Dividends of CHF 2.25 per Registered A Share and CHF 0.225 per Registered B Share and a Special Dividend of CHF 1.00 per Registered A Share and CHF 0.10 per Registered B Share

Management

For

For

3

Approve Discharge of Board and Senior Management

Management

For

For

4.1

Elect Francesco Trapani as Representative of Category A Registered Shares

Shareholder

Against

For

4.2

Elect Wendy Luhabe as Representative of Category A Registered Shares

Management

For

Against

5.1

Reelect Johann Rupert as Director and Board Chair

Management

For

For

5.2

Reelect Josua Malherbe as Director

Management

For

For

5.3

Reelect Nikesh Arora as Director

Management

For

For


     

5.4

Reelect Clay Brendish as Director

Management

For

For

5.5

Reelect Jean-Blaise Eckert as Director

Management

For

For

5.6

Reelect Burkhart Grund as Director

Management

For

For

5.7

Reelect Keyu Jin as Director

Management

For

For

5.8

Reelect Jerome Lambert as Director

Management

For

For

5.9

Reelect Wendy Luhabe as Director

Management

For

For

5.10

Reelect Jeff Moss as Director

Management

For

For

5.11

Reelect Vesna Nevistic as Director

Management

For

For

5.12

Reelect Guillaume Pictet as Director

Management

For

For

5.13

Reelect Maria Ramos as Director

Management

For

For

5.14

Reelect Anton Rupert as Director

Management

For

For

5.15

Reelect Patrick Thomas as Director

Management

For

For

5.16

Reelect Jasmine Whitbread as Director

Management

For

For

5.17

Elect Francesco Trapani as Director

Shareholder

Against

For

6.1

Reappoint Clay Brendish as Member of the Compensation Committee

Management

For

For

6.2

Reappoint Keyu Jin as Member of the Compensation Committee

Management

For

For

6.3

Reappoint Guillaume Pictet as Member of the Compensation Committee

Management

For

For

6.4

Reappoint Maria Ramos as Member of the Compensation Committee

Management

For

For

7

Ratify PricewaterhouseCoopers SA as Auditors

Management

For

For

8

Designate Etude Gampert Demierre Moreno as Independent Proxy

Management

For

For

9.1

Approve Remuneration of Directors in the Amount of CHF 7.7 Million

Management

For

For

9.2

Approve Fixed Remuneration of Executive Committee in the Amount of CHF 5.4 Million

Management

For

For

9.3

Approve Variable Remuneration of Executive Committee in the Amount of CHF 27.7 Million

Management

For

For

10

Approve Increase in Size of Board to Six Members

Shareholder

Against

For

11

Amend Articles Re: Representatives of Holders of Category A and B Registered Shares

Shareholder

Against

For

12

Transact Other Business (Voting)

Management

For

Against

 

 


     

COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN SCA
Meeting Date:  MAY 12, 2023
Record Date:  MAY 10, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  ML
Security ID:  FR001400AJ45

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Financial Statements and Statutory Reports

Management

For

For

2

Approve Allocation of Income and Dividends of EUR 1.25 per Share

Management

For

For

3

Approve Consolidated Financial Statements and Statutory Reports

Management

For

For

4

Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions

Management

For

For

5

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

6

Approve Remuneration Policy of General Managers

Management

For

For

7

Approve Remuneration Policy of Supervisory Board Members

Management

For

For

8

Approve Compensation Report of Corporate Officers

Management

For

For

9

Approve Compensation of Florent Menegaux

Management

For

For

10

Approve Compensation of Yves Chapot

Management

For

For

11

Approve Compensation of Barbara Dalibard, Chairwoman of Supervisory Board

Management

For

For

12

Elect Barbara Dalibard as Supervisory Board Member

Management

For

For

13

Elect Aruna Jayanthi as Supervisory Board Member

Management

For

For

14

Authorize up to 1.5 Percent of Issued Capital for Use in Restricted Stock Plans

Management

For

For

15

Authorize Decrease in Share Capital via Cancellation of Repurchased Shares

Management

For

For

16

Authorize Filing of Required Documents/Other Formalities

Management

For

For

 

 

COVESTRO AG
Meeting Date:  APR 19, 2023
Record Date:  MAR 28, 2023
Meeting Type:  ANNUAL


     

Ticker:  1COV
Security ID:  D15349109

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 Discharge of Management Board for Fiscal Year 2022

Management

For

For

3

Approve Discharge of Supervisory Board for Fiscal Year 2022

Management

For

For

4

Ratify KPMG AG as Auditors for Fiscal Year 2023 and for the Review of the Interim Financial Statements for Fiscal Year 2023 and First Quarter of Fiscal Year 2024

Management

For

For

5

Approve Remuneration Report

Management

For

For

6

Approve Remuneration Policy

Management

For

For

7

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

8

Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission

Management

For

For

     

 

DANONE SA
Meeting Date:  APR 27, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  BN
Security ID:  FR0000120644

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 2 per Share

Management

For

For

4

Reelect Valerie Chapoulaud-Floquet as Director

Management

For

For

5

Reelect Gilles Schnepp as Director

Management

For

For

6

Ratify Appointment of Gilbert Ghostine as Director Following Resignation of Guido Barilla

Management

For

For

7

Ratify Appointment of Lise Kingo as Director Following Resignation of Cecile Cabanis

Management

For

For


     

8

Approve Compensation Report of Corporate Officers

Management

For

For

9

Approve Compensation of Antoine de Saint-Affrique, CEO

Management

For

For

10

Approve Compensation of Gilles Schnepp, Chairman of the Board

Management

For

For

11

Approve Remuneration Policy of Executive Corporate Officers

Management

For

For

12

Approve Remuneration Policy of Chairman of the Board

Management

For

For

13

Approve Remuneration Policy of Directors

Management

For

For

14

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

15

Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 50 Million

Management

For

For

16

Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights with Binding Priority Right up to Aggregate Nominal Amount of EUR 16.9 Million

Management

For

For

17

Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Item 16

Management

For

For

18

Authorize Capital Increase of Up to EUR 16.9 Million for Future Exchange Offers

Management

For

For

19

Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind

Management

For

For

20

Authorize Capitalization of Reserves of Up to EUR 42 Million for Bonus Issue or Increase in Par Value

Management

For

For

21

Authorize Capital Issuances for Use in Employee Stock Purchase Plans

Management

For

For

22

Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries

Management

For

For

23

Authorize up to 0.5 Percent of Issued Capital for Use in Restricted Stock Plans with Performance Conditions Attached

Management

For

For

24

Authorize Decrease in Share Capital via Cancellation of Repurchased Shares

Management

For

For

25

Authorize Filing of Required Documents/Other Formalities

Management

For

For


     

26

Elect Sanjiv Mehta as Director

Management

For

For

     

 

DEUTSCHE BANK AG
Meeting Date:  MAY 17, 2023
Record Date:  MAY 11, 2023
Meeting Type:  ANNUAL

Ticker:  DBK
Security ID:  D18190898

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 0.30 per Share

Management

For

For

3.1

Approve Discharge of Management Board Member Christian Sewing for Fiscal Year 2022

Management

For

For

3.2

Approve Discharge of Management Board Member James von Moltke for Fiscal Year 2022

Management

For

For

3.3

Approve Discharge of Management Board Member Karl von Rohr for Fiscal Year 2022

Management

For

Abstain

3.4

Approve Discharge of Management Board Member Fabrizio Campelli for Fiscal Year 2022

Management

For

For

3.5

Approve Discharge of Management Board Member Bernd Leukert for Fiscal Year 2022

Management

For

Abstain

3.6

Approve Discharge of Management Board Member Stuart Lewis (until May 19, 2022) for Fiscal Year 2022

Management

For

Abstain

3.7

Approve Discharge of Management Board Member Alexander von zur Muehlen for Fiscal Year 2022

Management

For

For

3.8

Approve Discharge of Management Board Member Christiana Riley for Fiscal Year 2022

Management

For

For

3.9

Approve Discharge of Management Board Member Rebecca Short for Fiscal Year 2022

Management

For

For

3.10

Approve Discharge of Management Board Member Stefan Simon for Fiscal Year 2022

Management

For

For

3.11

Approve Discharge of Management Board Member Olivier Vigneron for Fiscal Year 2022

Management

For

For

4.1

Approve Discharge of Supervisory Board

Management

For

Abstain


     
 

Member Alexander Wynaendts (from May 19, 2022) for Fiscal Year 2022

   

4.2

Approve Discharge of Supervisory Board Member Paul Achleitner (until May 19, 2022) for Fiscal Year 2022

Management

For

Abstain

4.3

Approve Discharge of Supervisory Board Member Detlef Polaschek for Fiscal Year 2022

Management

For

Abstain

4.4

Approve Discharge of Supervisory Board Member Norbert Winkeljohann for Fiscal Year 2022

Management

For

Abstain

4.5

Approve Discharge of Supervisory Board Member Ludwig Blomeyer-Bartenstein for Fiscal Year 2022

Management

For

Abstain

4.6

Approve Discharge of Supervisory Board Member Mayree Clark for Fiscal Year 2022

Management

For

Abstain

4.7

Approve Discharge of Supervisory Board Member Jan Duscheck for Fiscal Year 2022

Management

For

Abstain

4.8

Approve Discharge of Supervisory Board Member Manja Eifert (from April 7, 2022) for Fiscal Year 2022

Management

For

Abstain

4.9

Approve Discharge of Supervisory Board Member Gerhard Eschelbeck (until May 19, 2022) for Fiscal Year 2022

Management

For

Abstain

4.10

Approve Discharge of Supervisory Board Member Sigmar Gabriel Fiscal Year 2022

Management

For

Abstain

4.11

Approve Discharge of Supervisory Board Member Timo Heider for Fiscal Year 2022

Management

For

Abstain

4.12

Approve Discharge of Supervisory Board Member Martina Klee for Fiscal Year 2022

Management

For

Abstain

4.13

Approve Discharge of Supervisory Board Member Henriette Mark (until March 31, 2022) for Fiscal Year 2022

Management

For

Abstain

4.14

Approve Discharge of Supervisory Board Member Gabriele Platscher for Fiscal Year 2022

Management

For

Abstain

4.15

Approve Discharge of Supervisory Board Member Bernd Rose for Fiscal Year 2022

Management

For

Abstain

4.16

Approve Discharge of Supervisory Board Member Yngve Slyngstad (from May 19, 2022) for Fiscal Year 2022

Management

For

Abstain

4.17

Approve Discharge of Supervisory Board Member John Thain for Fiscal Year 2022

Management

For

Abstain


     

4.18

Approve Discharge of Supervisory Board Member Michele Trogni for Fiscal Year 2022

Management

For

Abstain

4.19

Approve Discharge of Supervisory Board Member Dagmar Valcarcel for Fiscal Year 2022

Management

For

Abstain

4.20

Approve Discharge of Supervisory Board Member Stefan Viertel for Fiscal Year 2022

Management

For

Abstain

4.21

Approve Discharge of Supervisory Board Member Theodor Weimer for Fiscal Year 2022

Management

For

Abstain

4.22

Approve Discharge of Supervisory Board Member Frank Werneke for Fiscal Year 2022

Management

For

Abstain

4.23

Approve Discharge of Supervisory Board Member Frank Witter for Fiscal Year 2022

Management

For

Abstain

5

Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2023, for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 and for the Review of Interim Financial Statements Until 2024 AGM

Management

For

For

6

Approve Remuneration Report

Management

For

For

7

Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares

Management

For

For

8

Authorize Use of Financial Derivatives when Repurchasing Shares

Management

For

For

9.1

Elect Mayree Clark to the Supervisory Board

Management

For

For

9.2

Elect John Thain to the Supervisory Board

Management

For

For

9.3

Elect Michele Trogni to the Supervisory Board

Management

For

For

9.4

Elect Norbert Winkeljohann to the Supervisory Board

Management

For

For

10.1

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

10.2

Amend Articles Re: Video and Audio Transmission of the General Meeting

Management

For

For

10.3

Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission

Management

For

For

10.4

Amend Articles Re: Registration in the Share Register

Management

For

For


     

11

Approve Remuneration Policy for the Supervisory Board

Management

For

For

     

 

DEUTSCHE TELEKOM AG
Meeting Date:  APR 05, 2023
Record Date:  MAR 31, 2023
Meeting Type:  ANNUAL

Ticker:  DTE
Security ID:  D2035M136

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 0.70 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 Deloitte GmbH as Auditors for Fiscal Year 2023 and for the Review of the Interim Financial Statements for Fiscal Year 2023 and First Quarter of Fiscal Year 2024

Management

For

For

6.1

Elect Harald Krueger to the Supervisory Board

Management

For

For

6.2

Elect Reinhard Ploss to the Supervisory Board

Management

For

For

6.3

Elect Margret Suckale to the Supervisory Board

Management

For

For

7

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

8

Approve Remuneration Report

Management

For

For

     

 

FRESENIUS SE & CO. KGAA
Meeting Date:  MAY 17, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL

Ticker:  FRE
Security ID:  D27348263

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports for Fiscal Year 2022

Management

For

For

2

Approve Allocation of Income and Dividends of EUR 0.92 per Share

Management

For

For

3

Approve Discharge of Personally Liable Partner for Fiscal Year 2022

Management

For

For


     

4

Approve Discharge of Supervisory Board for Fiscal Year 2022

Management

For

For

5

Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements

Management

For

For

6

Approve Remuneration Report

Management

For

For

7

Approve Remuneration Policy

Management

For

For

8

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

9

Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission

Management

For

For

     

 

GSK PLC
Meeting Date:  JUL 06, 2022
Record Date:  JUL 04, 2022
Meeting Type:  SPECIAL

Ticker:  GSK
Security ID:  G3910J112

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
Record Date:  APR 28, 2023
Meeting Type:  ANNUAL

Ticker:  GSK
Security ID:  G3910J179

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
Record Date:  APR 18, 2023
Meeting Type:  ANNUAL

Ticker:  HLN
Security ID:  G4232K100

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

     

 

HEINEKEN NV
Meeting Date:  APR 20, 2023
Record Date:  MAR 23, 2023
Meeting Type:  ANNUAL

Ticker:  HEIA
Security ID:  N39427211

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.a

Receive Report of Executive Board (Non-Voting)

Management

None

None


     

1.b

Approve Remuneration Report

Management

For

For

1.c

Adopt Financial Statements

Management

For

For

1.d

Receive Explanation on Company's Dividend Policy

Management

None

None

1.e

Approve Dividends

Management

For

For

1.f

Approve Discharge of Executive Directors

Management

For

For

1.g

Approve Discharge of Supervisory Board

Management

For

For

2.a

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

2.b

Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital

Management

For

For

2.c

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

3.a

Reelect M.R. de Carvalho to Supervisory Board

Management

For

For

3.b

Reelect R.L. Ripley to Supervisory Board

Management

For

For

3.c

Elect B. Pardo to Supervisory Board

Management

For

For

3.d

Elect L.J. Hijmans van den Bergh to Supervisory Board

Management

For

For

4

Ratify Deloitte Accountants B.V. as Auditors

Management

For

For

     

 

HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
Meeting Date:  NOV 01, 2022
Record Date:  OCT 26, 2022
Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  HTO
Security ID:  X3258B102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Spin-Off Agreement

Management

For

For

2

Approve Cancellation of Repurchased Shares

Management

For

For

3

Receive Report of Independent Directors

Management

None

None

4

Various Announcements

Management

None

None

     

 

ING GROEP NV
Meeting Date:  APR 24, 2023
Record Date:  MAR 27, 2023
Meeting Type:  ANNUAL

Ticker:  INGA
Security ID:  N4578E595

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None


     

2A

Receive Report of Executive Board (Non-Voting)

Management

None

None

2B

Receive Report of Supervisory Board (Non-Voting)

Management

None

None

2C

Approve Remuneration Report

Management

For

For

2D

Adopt Financial Statements and Statutory Reports

Management

For

For

3A

Receive Explanation on Dividend and Distribution Policy

Management

None

None

3B

Approve Dividends

Management

For

For

4A

Approve Discharge of Executive Board

Management

For

For

4B

Approve Discharge of Supervisory Board

Management

For

For

5

Ratify KPMG Accountants N.V. (KPMG) as Auditors

Management

For

For

6

Reelect Tanate Phutrakul to Executive Board

Management

For

For

7A

Elect Alexandra Reich to Supervisory Board

Management

For

For

7B

Elect Karl Guha to Supervisory Board

Management

For

For

7C

Reelect Herna Verhagen to Supervisory Board

Management

For

For

7D

Reelect Mike Rees to Supervisory Board

Management

For

For

8A

Grant Board Authority to Issue Shares Up to 40 Percent of Issued Capital

Management

For

For

8B

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

9

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

10

Approve Cancellation of Repurchased Shares Pursuant to the Authority Under Item 9

Management

For

For

     

 

MELROSE INDUSTRIES PLC
Meeting Date:  JUN 08, 2023
Record Date:  JUN 06, 2023
Meeting Type:  ANNUAL

Ticker:  MRO
Security ID:  G5973J210

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

Re-elect Christopher Miller as Director

Management

For

For


     

5

Re-elect Simon Peckham as Director

Management

For

For

6

Re-elect Geoffrey Martin as Director

Management

For

For

7

Re-elect Peter Dilnot as Director

Management

For

For

8

Re-elect Justin Dowley as Director

Management

For

For

9

Re-elect David Lis as Director

Management

For

For

10

Re-elect Charlotte Twyning as Director

Management

For

For

11

Re-elect Funmi Adegoke as Director

Management

For

For

12

Re-elect Heather Lawrence as Director

Management

For

For

13

Re-elect Victoria Jarman as Director

Management

For

For

14

Reappoint Deloitte LLP as Auditors

Management

For

For

15

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

16

Authorise Issue of Equity

Management

For

For

17

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

18

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

Management

For

For

19

Authorise Market Purchase of Ordinary Shares

Management

For

For

20

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

21

Amend Articles of Association

Management

For

For

     

 

NN GROUP NV
Meeting Date:  JUN 02, 2023
Record Date:  MAY 05, 2023
Meeting Type:  ANNUAL

Ticker:  NN
Security ID:  N64038107

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

For

4.A

Adopt Financial Statements and Statutory Reports

Management

For

For

4.B

Receive Explanation on Company's Dividend Policy

Management

None

None

4.C

Approve Dividends

Management

For

For

5.A

Approve Discharge of Executive Board

Management

For

For


     

5.B

Approve Discharge of Supervisory Board

Management

For

For

6

Announce Intention to Reappoint David Knibbe to Executive Board

Management

None

None

7

Amend the Level of the Fixed Annual fee for Supervisory Board Members

Management

For

For

8.A.1

Grant Board Authority to Issue Ordinary Shares Up To 10 Percent of Issued Capital

Management

For

For

8.A.2

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

8.B

Grant Board Authority to Issue Shares Up To 20 Percent of Issued Capital in Connection with a Rights Issue

Management

For

For

9

Authorize Repurchase of Shares

Management

For

For

10

Approve Reduction in Share Capital through Cancellation of Shares

Management

For

For

11

Close Meeting

Management

None

None

     

 

NOVARTIS AG
Meeting Date:  MAR 07, 2023
Record Date:  
Meeting Type:  ANNUAL

Ticker:  NOVN
Security ID:  H5820Q150

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Discharge of Board and Senior Management

Management

For

For

3

Approve Allocation of Income and Dividends of CHF 3.20 per Share

Management

For

For

4

Approve CHF 63.1 Million Reduction in Share Capital via Cancellation of Repurchased Shares

Management

For

For

5

Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital

Management

For

For

6.1

Amend Articles Re: Electronic Participation; Virtual-Only Shareholder Meetings

Management

For

For

6.2

Amend Articles of Association

Management

For

For

6.3

Amend Articles of Association

Management

For

For

7.1

Approve Remuneration of Directors in the Amount of CHF 8.8 Million

Management

For

For


     

7.2

Approve Maximum Remuneration of Executive Committee in the Amount of CHF 90 Million

Management

For

For

7.3

Approve Remuneration Report

Management

For

For

8.1

Reelect Joerg Reinhardt as Director and Board Chair

Management

For

For

8.2

Reelect Nancy Andrews as Director

Management

For

For

8.3

Reelect Ton Buechner as Director

Management

For

For

8.4

Reelect Patrice Bula as Director

Management

For

For

8.5

Reelect Elizabeth Doherty as Director

Management

For

For

8.6

Reelect Bridgette Heller as Director

Management

For

For

8.7

Reelect Daniel Hochstrasser as Director

Management

For

For

8.8

Reelect Frans van Houten as Director

Management

For

For

8.9

Reelect Simon Moroney as Director

Management

For

For

8.10

Reelect Ana de Pro Gonzalo as Director

Management

For

For

8.11

Reelect Charles Sawyers as Director

Management

For

For

8.12

Reelect William Winters as Director

Management

For

For

8.13

Elect John Young as Director

Management

For

For

9.1

Reappoint Patrice Bula as Member of the Compensation Committee

Management

For

For

9.2

Reappoint Bridgette Heller as Member of the Compensation Committee

Management

For

For

9.3

Reappoint Simon Moroney as Member of the Compensation Committee

Management

For

For

9.4

Reappoint William Winters as Member of the Compensation Committee

Management

For

For

10

Ratify KPMG AG as Auditors

Management

For

For

11

Designate Peter Zahn as Independent Proxy

Management

For

For

12

Transact Other Business (Voting)

Management

For

Against

     

 

RECKITT BENCKISER GROUP PLC
Meeting Date:  MAY 03, 2023
Record Date:  APR 28, 2023
Meeting Type:  ANNUAL

Ticker:  RKT
Security ID:  G74079107

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

Re-elect Andrew Bonfield as Director

Management

For

For

5

Re-elect Olivier Bohuon as Director

Management

For

For

6

Re-elect Jeff Carr as Director

Management

For

For

7

Re-elect Margherita Della Valle as Director

Management

For

For

8

Re-elect Nicandro Durante as Director

Management

For

For

9

Re-elect Mary Harris as Director

Management

For

For

10

Re-elect Mehmood Khan as Director

Management

For

For

11

Re-elect Pam Kirby as Director

Management

For

For

12

Re-elect Chris Sinclair as Director

Management

For

For

13

Re-elect Elane Stock as Director

Management

For

For

14

Re-elect Alan Stewart as Director

Management

For

For

15

Elect Jeremy Darroch as Director

Management

For

For

16

Elect Tamara Ingram as Director

Management

For

For

17

Reappoint KPMG LLP as Auditors

Management

For

For

18

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

19

Authorise UK Political Donations and Expenditure

Management

For

For

20

Authorise Issue of Equity

Management

For

For

21

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

22

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

Management

For

For

23

Authorise Market Purchase of Ordinary Shares

Management

For

For

24

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

     

 

REXEL SA
Meeting Date:  APR 20, 2023
Record Date:  APR 18, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  RXL
Security ID:  FR0010451203

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 Treatment of Losses and Dividends of EUR 1.2 per Share

Management

For

For

4

Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions

Management

For

For

5

Approve Remuneration Policy of Chairman of the Board

Management

For

For

6

Approve Remuneration Policy of Directors

Management

For

For

7

Approve Remuneration Policy of CEO

Management

For

For

8

Approve Compensation Report of Corporate Officers

Management

For

For

9

Approve Compensation of Ian Meakins, Chairman of the Board

Management

For

For

10

Approve Compensation of Guillaume Texier, CEO

Management

For

For

11

Elect Marie-Christine Lombard as Director

Management

For

For

12

Elect Steven Borges as Director

Management

For

For

13

Reelect Ian Meakins as Director

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 720 Million

Management

For

For

17

Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 140 Million

Management

For

For

18

Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 140 Million

Management

For

For

19

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

20

Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind

Management

For

For

21

Authorize Capital Issuances for Use in Employee Stock Purchase Plans

Management

For

For

22

Authorize Capital Issuances for Use in Employee Stock Purchase Plans for International Employees

Management

For

For


     

23

Authorize Capitalization of Reserves of Up to EUR 200 Million for Bonus Issue or Increase in Par Value

Management

For

For

24

Amend Article 16 of Bylaws Re: Age Limit of Chairman of the Board

Management

For

For

25

Authorize Filing of Required Documents/Other Formalities

Management

For

For

     

 

RIO TINTO PLC
Meeting Date:  OCT 25, 2022
Record Date:  OCT 23, 2022
Meeting Type:  SPECIAL

Ticker:  RIO
Security ID:  G75754104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Proposed Joint Venture with China Baowu Steel Group Co., Ltd

Management

For

For

2

Approve Any Acquisition or Disposal of a Substantial Asset from or to China Baowu Steel Group Co., Ltd or its Associates Pursuant to a Future Transaction

Management

For

For

     

 

RIO TINTO PLC
Meeting Date:  APR 06, 2023
Record Date:  APR 04, 2023
Meeting Type:  ANNUAL

Ticker:  RIO
Security ID:  G75754104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Report for UK Law Purposes

Management

For

For

3

Approve Remuneration Report for Australian Law Purposes

Management

For

For

4

Approve the Potential Termination of Benefits for Australian Law Purposes

Management

For

For

5

Elect Kaisa Hietala as Director

Management

For

For

6

Re-elect Dominic Barton as Director

Management

For

For

7

Re-elect Megan Clark as Director

Management

For

For

8

Re-elect Peter Cunningham as Director

Management

For

For

9

Re-elect Simon Henry as Director

Management

For

For


     

10

Re-elect Sam Laidlaw as Director

Management

For

For

11

Re-elect Simon McKeon as Director

Management

For

For

12

Re-elect Jennifer Nason as Director

Management

For

For

13

Re-elect Jakob Stausholm as Director

Management

For

For

14

Re-elect Ngaire Woods as Director

Management

For

For

15

Re-elect Ben Wyatt as Director

Management

For

For

16

Reappoint KPMG LLP as Auditors

Management

For

For

17

Authorise the Audit and 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 Market Purchase of Ordinary Shares

Management

For

For

22

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

     

 

ROYAL KPN NV
Meeting Date:  APR 12, 2023
Record Date:  MAR 15, 2023
Meeting Type:  ANNUAL

Ticker:  KPN
Security ID:  N4297B146

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting and Announcements

Management

None

None

2

Receive Report of Management Board (Non-Voting)

Management

None

None

3

Adopt Financial Statements

Management

For

For

4

Approve Remuneration Report

Management

For

For

5

Receive Explanation on Company's Reserves and Dividend Policy

Management

None

None

6

Approve Dividends

Management

For

For

7

Approve Discharge of Management Board

Management

For

For

8

Approve Discharge of Supervisory Board

Management

For

For

9

Ratify Ernst & Young Accountants LLP as Auditors

Management

For

For

10

Opportunity to Make Recommendations

Management

None

None

11

Reelect Jolande Sap to Supervisory Board

Management

For

For


     

12

Elect Ben Noteboom to Supervisory Board

Management

For

For

13

Elect Frank Heemskerk to Supervisory Board

Management

For

For

14

Elect Herman Dijkhuizen to Supervisory Board

Management

For

For

15

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

16

Approve Reduction in Share Capital through Cancellation of Shares

Management

For

For

17

Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital

Management

For

For

18

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

19

Other Business (Non-Voting)

Management

None

None

20

Close Meeting

Management

None

None

     

 

ROYAL KPN NV
Meeting Date:  MAY 31, 2023
Record Date:  MAY 03, 2023
Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  KPN
Security ID:  N4297B146

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting and Announcements

Management

None

None

2

Announce Intention to Appoint Chantal Vergouw and Wouter Stammeijer as Members of the Board of Management

Management

None

None

3

Opportunity to Make Recommendations

Management

None

None

4

Elect Marga de Jager to Supervisory Board

Management

For

For

5

Close Meeting

Management

None

None

     

 

RWE AG
Meeting Date:  MAY 04, 2023
Record Date:  APR 12, 2023
Meeting Type:  ANNUAL

Ticker:  RWE
Security ID:  D6629K109

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 0.90 per Share

Management

For

For

3.1

Approve Discharge of Management Board

Management

For

For


     
 

Member Markus Krebber for Fiscal Year 2022

   

3.2

Approve Discharge of Management Board Member Michael Mueller for Fiscal Year 2022

Management

For

For

3.3

Approve Discharge of Management Board Member Zvezdana Seeger for Fiscal Year 2022

Management

For

For

4.1

Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2022

Management

For

For

4.2

Approve Discharge of Supervisory Board Member Ralf Sikorski for Fiscal Year 2022

Management

For

For

4.3

Approve Discharge of Supervisory Board Member Michael Bochinsky for Fiscal Year 2022

Management

For

For

4.4

Approve Discharge of Supervisory Board Member Sandra Bossemeyer for Fiscal Year 2022

Management

For

For

4.5

Approve Discharge of Supervisory Board Member Hans Buenting for Fiscal Year 2022

Management

For

For

4.6

Approve Discharge of Supervisory Board Member Matthias Duerbaum for Fiscal Year 2022

Management

For

For

4.7

Approve Discharge of Supervisory Board Member Ute Gerbaulet for Fiscal Year 2022

Management

For

For

4.8

Approve Discharge of Supervisory Board Member Hans-Peter Keitel for Fiscal Year 2022

Management

For

For

4.9

Approve Discharge of Supervisory Board Member Monika Kircher for Fiscal Year 2022

Management

For

For

4.10

Approve Discharge of Supervisory Board Member Thomas Kufen for Fiscal Year 2022

Management

For

For

4.11

Approve Discharge of Supervisory Board Member Reiner van Limbeck for Fiscal Year 2022

Management

For

For

4.12

Approve Discharge of Supervisory Board Member Harald Louis for Fiscal Year 2022

Management

For

For

4.13

Approve Discharge of Supervisory Board Member Dagmar Paasch for Fiscal Year 2022

Management

For

For

4.14

Approve Discharge of Supervisory Board Member Erhard Schipporeit for Fiscal Year 2022

Management

For

For

4.15

Approve Discharge of Supervisory Board Member Dirk Schumacher for Fiscal Year 2022

Management

For

For

4.16

Approve Discharge of Supervisory Board Member Ullrich Sierau for Fiscal Year 2022

Management

For

For


     

4.17

Approve Discharge of Supervisory Board Member Hauke Stars for Fiscal Year 2022

Management

For

For

4.18

Approve Discharge of Supervisory Board Member Helle Valentin for Fiscal Year 2022

Management

For

For

4.19

Approve Discharge of Supervisory Board Member Andreas Wagner for Fiscal Year 2022

Management

For

For

4.20

Approve Discharge of Supervisory Board Member Marion Weckes for Fiscal Year 2022

Management

For

For

5

Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023

Management

For

For

6

Ratify Deloitte GmbH as Auditors for the Review of Interim Financial Statements for the First Quarter of Fiscal Year 2024

Management

For

For

7

Approve Remuneration Report

Management

For

For

8

Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares

Management

For

For

9

Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 5.5 Billion; Approve Creation of EUR 190.4 Million Pool of Capital to Guarantee Conversion Rights

Management

For

For

10

Approve Creation of EUR 380.8 Million Pool of Authorized Capital with or without Exclusion of Preemptive Rights

Management

For

For

11

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

     

 

SHELL PLC
Meeting Date:  MAY 23, 2023
Record Date:  MAY 19, 2023
Meeting Type:  ANNUAL

Ticker:  SHEL
Security ID:  G80827101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Remuneration Policy

Management

For

For

3

Approve Remuneration Report

Management

For

For

4

Elect Wael Sawan as Director

Management

For

For


     

5

Elect Cyrus Taraporevala as Director

Management

For

For

6

Elect Sir Charles Roxburgh as Director

Management

For

For

7

Elect Leena Srivastava as Director

Management

For

For

8

Re-elect Sinead Gorman as Director

Management

For

For

9

Re-elect Dick Boer as Director

Management

For

For

10

Re-elect Neil Carson as Director

Management

For

For

11

Re-elect Ann Godbehere as Director

Management

For

For

12

Re-elect Jane Lute as Director

Management

For

For

13

Re-elect Catherine Hughes as Director

Management

For

For

14

Re-elect Sir Andrew Mackenzie as Director

Management

For

For

15

Re-elect Abraham Schot as Director

Management

For

For

16

Reappoint Ernst & Young LLP as Auditors

Management

For

For

17

Authorise the Audit Committee to Fix Remuneration of Auditors

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 Market Purchase of Ordinary Shares

Management

For

For

21

Authorise Off-Market Purchase of Ordinary Shares

Management

For

For

22

Authorise UK Political Donations and Expenditure

Management

For

For

23

Adopt New Articles of Association

Management

For

For

24

Approve Share Plan

Management

For

For

25

Approve the Shell Energy Transition Progress

Management

For

For

26

Request Shell to Align its Existing 2030 Reduction Target Covering the Greenhouse Gas (GHG) Emissions of the Use of its Energy Products (Scope 3) with the Goal of the Paris Climate Agreement

Shareholder

Against

Against

     

 

SIEMENS AG
Meeting Date:  FEB 09, 2023
Record Date:  FEB 02, 2023
Meeting Type:  ANNUAL

Ticker:  SIE
Security ID:  D69671218

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast


     

1

Receive Financial Statements and Statutory Reports for Fiscal Year 2021/22 (Non-Voting)

Management

None

None

2

Approve Allocation of Income and Dividends of EUR 4.25 per Share

Management

For

For

3.1

Approve Discharge of Management Board Member Roland Busch for Fiscal Year 2021/22

Management

For

For

3.2

Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2021/22

Management

For

For

3.3

Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2021/22

Management

For

For

3.4

Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2021/22

Management

For

For

3.5

Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2021/22

Management

For

For

4.1

Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2021/22

Management

For

For

4.2

Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2021/22

Management

For

For

4.3

Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2021/22

Management

For

For

4.4

Approve Discharge of Supervisory Board Member Tobias Baeumler for Fiscal Year 2021/22

Management

For

For

4.5

Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2021/22

Management

For

For

4.6

Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2021/22

Management

For

For

4.7

Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2021/22

Management

For

For

4.8

Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2021/22

Management

For

For

4.9

Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2021/22

Management

For

For

4.10

Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2021/22

Management

For

For

4.11

Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2021/22

Management

For

For


     

4.12

Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2021/22

Management

For

For

4.13

Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2021/22

Management

For

For

4.14

Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2021/22

Management

For

For

4.15

Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2021/22

Management

For

For

4.16

Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2021/22

Management

For

For

4.17

Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2021/22

Management

For

For

4.18

Approve Discharge of Supervisory Board Member Grazia Vittadini for Fiscal Year 2021/22

Management

For

For

4.19

Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2021/22

Management

For

For

4.20

Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2021/22

Management

For

For

5

Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2022/23

Management

For

For

6

Approve Remuneration Report

Management

For

For

7.1

Elect Werner Brandt to the Supervisory Board

Management

For

For

7.2

Elect Regina Dugan to the Supervisory Board

Management

For

For

7.3

Elect Keryn Lee James to the Supervisory Board

Management

For

For

7.4

Elect Martina Merz to the Supervisory Board

Management

For

For

7.5

Elect Benoit Potier to the Supervisory Board

Management

For

For

7.6

Elect Nathalie von Siemens to the Supervisory Board

Management

For

For

7.7

Elect Matthias Zachert to the Supervisory Board

Management

For

For

8

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

9

Amend Articles Re: Participation of

Management

For

For


     
 

Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission

   

10

Amend Articles Re: Registration in the Share Register

Management

For

For

     

 

TENCENT HOLDINGS LIMITED
Meeting Date:  MAY 17, 2023
Record Date:  MAY 11, 2023
Meeting Type:  ANNUAL

Ticker:  700
Security ID:  G87572163

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

3a

Elect Jacobus Petrus (Koos) Bekker as Director

Management

For

For

3b

Elect Zhang Xiulan as Director

Management

For

For

3c

Authorize Board to Fix Remuneration of Directors

Management

For

For

4

Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration

Management

For

For

5

Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights

Management

For

For

6

Authorize Repurchase of Issued Share Capital

Management

For

For

     

 

TENCENT HOLDINGS LIMITED
Meeting Date:  MAY 17, 2023
Record Date:  MAY 11, 2023
Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  700
Security ID:  G87572163

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Adopt 2023 Share Option Scheme

Management

For

Against

1b

Approve Transfer of Share Options

Management

For

Against

1c

Approve Termination of the Existing Share Option Scheme

Management

For

For

2

Approve Scheme Mandate Limit (Share Option) under the 2023 Share Option Scheme

Management

For

Against

3

Approve Service Provider Sublimit (Share Option) under the 2023 Share Option Scheme

Management

For

Against

4a

Adopt 2023 Share Award Scheme

Management

For

Against


     

4b

Approve Transfer of Share Awards

Management

For

Against

4c

Approve Termination of the Existing Share Award Schemes

Management

For

For

5

Approve Scheme Mandate Limit (Share Award) under the 2023 Share Award Scheme

Management

For

Against

6

Approve Scheme Mandate Limit (New Shares Share Award) under the 2023 Share Award Scheme

Management

For

Against

7

Approve Service Provider Sublimit (New Shares Share Award) under the 2023 Share Award Scheme

Management

For

Against

     

 

UNICREDIT SPA
Meeting Date:  MAR 31, 2023
Record Date:  MAR 22, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  UCG
Security ID:  T9T23L642

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Allocation of Income

Management

For

For

3

Approve Elimination of Negative Reserves

Management

For

For

4

Authorize Share Repurchase Program

Management

For

For

5

Approve Remuneration Policy

Management

For

For

6

Approve Second Section of the Remuneration Report

Management

For

For

7

Approve 2023 Group Incentive System

Management

For

For

8

Approve Fixed-Variable Compensation Ratio

Management

For

For

9

Approve Decrease in Size of Board from 13 to 12

Management

For

For

1

Authorize Board to Increase Capital to Service the 2017-2019 LTI Plan and Amend Capital Increases Authorizations to Service the 2018 to 2021 Group Incentive Systems

Management

For

For

2

Authorize Board to Increase Capital to Service the 2022 Group Incentive System

Management

For

For

3

Authorize Cancellation of Treasury Shares without Reduction of Share Capital

Management

For

For

A

Deliberations on Possible Legal Action Against Directors if Presented by Shareholders

Management

None

Against


     

 

VOSSLOH AG
Meeting Date:  MAY 24, 2023
Record Date:  MAY 02, 2023
Meeting Type:  ANNUAL

Ticker:  VOS
Security ID:  D9494V101

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 1.00 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 Deloitte GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023

Management

For

For

6

Approve Remuneration Report

Management

For

Against

7.1

Elect Ruediger Grube to the Supervisory Board

Management

For

Against

7.2

Elect Ulrich Harnacke to the Supervisory Board

Management

For

Against

7.3

Elect Roland Bosch to the Supervisory Board

Management

For

Against

7.4

Elect Bettina Volkens to the Supervisory Board

Management

For

Against

8

Amend Article Re: Location of Annual Meeting

Management

For

For

9.1

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

9.2

Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission

Management

For

For

10

Approve Remuneration Policy for the Management Board

Management

For

Against

11

Approve Remuneration Policy for the Supervisory Board

Management

For

For



Franklin Mutual Quest Fund

     

 

ACI WORLDWIDE, INC.
Meeting Date:  JUN 01, 2023
Record Date:  APR 06, 2023
Meeting Type:  ANNUAL

Ticker:  ACIW
Security ID:  004498101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Janet O. Estep

Management

For

For

1.2

Elect Director James C. Hale, III

Management

For

For

1.3

Elect Director Mary P. Harman

Management

For

For

1.4

Elect Director Charles E. Peters, Jr.

Management

For

For

1.5

Elect Director Adalio T. Sanchez

Management

For

For

1.6

Elect Director Thomas W. Warsop, III

Management

For

For

1.7

Elect Director Samir M. Zabaneh

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

     

 

ACTIVISION BLIZZARD, INC.
Meeting Date:  JUN 21, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL

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

For

6

Adopt Policy on Freedom of Association and Collective Bargaining

Shareholder

Against

For

7

Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn

Shareholder

None

None

     

 

ASR NEDERLAND NV
Meeting Date:  JAN 17, 2023
Record Date:  DEC 20, 2022
Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  ASRNL
Security ID:  N0709G103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2a

Approve Acquisition of Aegon Nederland

Management

For

For

2b

Grant Board Authority to Issue Shares

Management

For

For

2c

Authorize Board to Exclude Preemptive Rights

Management

For

For

3a

Extend Term of Appointment of Jos Baeten as Member and Chairman of the Executive Board

Management

None

None

4a

Announce Nomination by Supervisory Board to Appoint Two New Members of the Supervisory Board

Management

None

None

4b

Opportunity to Make Recommendations to the Supervisory Board

Management

For

For

4c

Elect Danielle Jansen Heijtmajer to Supervisory Board

Management

For

For

4d

Elect Lard Friese to Supervisory Board

Management

For

For

5

Allow Questions

Management

None

None

6

Close Meeting

Management

None

None

 

 

ASR NEDERLAND NV
Meeting Date:  MAY 31, 2023
Record Date:  MAY 03, 2023
Meeting Type:  ANNUAL

Ticker:  ASRNL


     

Security ID:  N0709G103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Open Meeting

Management

None

None

2.a

Receive Report of Executive Board (Non-Voting)

Management

None

None

2.b

Receive Report of Supervisory Board (Non-Voting)

Management

None

None

2.c

Discussion on Company's Corporate Governance Structure

Management

None

None

2.d

Approve Remuneration Report

Management

For

For

3.a

Amend Remuneration Policy for Executive Board

Management

For

For

3.b

Approve Remuneration of the Chairman of the Executive Board

Management

For

For

3.c

Approve Remuneration of Supervisory Board

Management

For

For

4.a

Adopt Financial Statements and Statutory Reports

Management

For

For

4.b

Receive Explanation on Company's Reserves and Dividend Policy

Management

None

None

4.c

Approve Dividends

Management

For

For

5.a

Approve Discharge of Management Board

Management

For

For

5.b

Approve Discharge of Supervisory Board

Management

For

For

6.a

Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital

Management

For

For

6.b

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

6.c

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

7.a

Approve Cancellation of Repurchased Shares

Management

For

For

8

Announce Intention to Reappoint Ingrid de Swart to Executive Board

Management

None

None

9.a

Reelect Gisella Van Vollenhoven to Supervisory Board

Management

For

For

9.b

Reelect Gerard Van Olphen to Supervisory Board

Management

For

For

10

Allow Questions

Management

None

None

11

Close Meeting

Management

None

None

 

 

AVIENT CORPORATION
Meeting Date:  MAY 11, 2023


     

Record Date:  MAR 14, 2023
Meeting Type:  ANNUAL

Ticker:  AVNT
Security ID:  05368V106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Robert E. Abernathy

Management

For

For

1.2

Elect Director Richard H. Fearon

Management

For

For

1.3

Elect Director Gregory J. Goff

Management

For

For

1.4

Elect Director Neil Green

Management

For

For

1.5

Elect Director William R. Jellison

Management

For

For

1.6

Elect Director Sandra Beach Lin

Management

For

For

1.7

Elect Director Kim Ann Mink

Management

For

For

1.8

Elect Director Ernest Nicolas

Management

For

For

1.9

Elect Director Robert M. Patterson

Management

For

For

1.10

Elect Director Kerry J. Preete

Management

For

For

1.11

Elect Director Patricia Verduin

Management

For

For

1.12

Elect Director William A. Wulfsohn

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

     

 

BAUSCH + LOMB CORPORATION
Meeting Date:  APR 24, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

Ticker:  BLCO
Security ID:  071705107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Nathalie Bernier

Management

For

For

1b

Elect Director Richard U. De Schutter

Management

For

For

1c

Elect Director Gary Hu

Management

For

For

1d

Elect Director Brett Icahn

Management

For

For

1e

Elect Director Sarah B. Kavanagh

Management

For

For

1f

Elect Director John A. Paulson

Management

For

For

1g

Elect Director Russel C. Robertson

Management

For

For

1h

Elect Director Thomas W. Ross, Sr.

Management

For

For


     

1i

Elect Director Brenton L. Saunders

Management

For

For

1j

Elect Director Andrew C. von Eschenbach

Management

For

For

2

Advisory Vote on Executive Compensation Approach

Management

For

Against

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Amend Omnibus Incentive Plan

Management

For

For

5

Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration

Management

For

For

     

 

BAUSCH HEALTH COMPANIES INC.
Meeting Date:  MAY 16, 2023
Record Date:  MAR 17, 2023
Meeting Type:  ANNUAL

Ticker:  BHC
Security ID:  071734107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Thomas J. Appio

Management

For

For

1b

Elect Director Brett M. Icahn

Management

For

Withhold

1c

Elect Director Sarah B. Kavanagh

Management

For

For

1d

Elect Director Steven D. Miller

Management

For

For

1e

Elect Director Richard C. Mulligan

Management

For

For

1f

Elect Director John A. Paulson

Management

For

For

1g

Elect Director Robert N. Power

Management

For

For

1h

Elect Director Russel C. Robertson

Management

For

For

1i

Elect Director Thomas W. Ross, Sr.

Management

For

For

1j

Elect Director Amy B. Wechsler

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

Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration

Management

For

For

 

 

BP PLC
Meeting Date:  APR 27, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL


     

Ticker:  BP
Security ID:  G12793108

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

Re-elect Helge Lund as Director

Management

For

For

5

Re-elect Bernard Looney as Director

Management

For

For

6

Re-elect Murray Auchincloss as Director

Management

For

For

7

Re-elect Paula Reynolds as Director

Management

For

For

8

Re-elect Melody Meyer as Director

Management

For

For

9

Re-elect Tushar Morzaria as Director

Management

For

For

10

Re-elect Sir John Sawers as Director

Management

For

For

11

Re-elect Pamela Daley as Director

Management

For

For

12

Re-elect Karen Richardson as Director

Management

For

For

13

Re-elect Johannes Teyssen as Director

Management

For

For

14

Elect Amanda Blanc as Director

Management

For

For

15

Elect Satish Pai as Director

Management

For

For

16

Elect Hina Nagarajan as Director

Management

For

For

17

Reappoint Deloitte LLP as Auditors

Management

For

For

18

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

19

Authorise UK Political Donations and Expenditure

Management

For

For

20

Authorise Issue of Equity

Management

For

For

21

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

22

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

Management

For

For

23

Authorise Market Purchase of Ordinary Shares

Management

For

For

24

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

25

Approve Shareholder Resolution on Climate Change Targets

Shareholder

Against

Against

 

 

BREAD FINANCIAL HOLDINGS, INC.


     

Meeting Date:  MAY 16, 2023
Record Date:  MAR 23, 2023
Meeting Type:  ANNUAL

Ticker:  BFH
Security ID:  018581108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Ralph J. Andretta

Management

For

For

1.2

Elect Director Roger H. Ballou

Management

For

For

1.3

Elect Director John C. Gerspach, Jr.

Management

For

For

1.4

Elect Director Rajesh Natarajan

Management

For

For

1.5

Elect Director Timothy J. Theriault

Management

For

For

1.6

Elect Director Laurie A. Tucker

Management

For

For

1.7

Elect Director Sharen J. Turney

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

BRITISH AMERICAN TOBACCO PLC
Meeting Date:  APR 19, 2023
Record Date:  APR 17, 2023
Meeting Type:  ANNUAL

Ticker:  BATS
Security ID:  G1510J102

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

Reappoint KPMG LLP as Auditors

Management

For

For

4

Authorise Audit Committee to Fix Remuneration of Auditors

Management

For

For

5

Re-elect Luc Jobin as Director

Management

For

For

6

Re-elect Jack Bowles as Director

Management

For

For

7

Re-elect Tadeu Marroco as Director

Management

For

For

8

Re-elect Kandy Anand as Director

Management

For

For

9

Re-elect Sue Farr as Director

Management

For

For

10

Re-elect Karen Guerra as Director

Management

For

For

11

Re-elect Holly Keller Koeppel as Director

Management

For

For

12

Re-elect Dimitri Panayotopoulos as Director

Management

For

For


     

13

Re-elect Darrell Thomas as Director

Management

For

For

14

Elect Veronique Laury as Director

Management

For

For

15

Authorise UK Political Donations and Expenditure

Management

For

For

16

Authorise Issue of Equity

Management

For

For

17

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

18

Authorise Market Purchase of Ordinary Shares

Management

For

For

19

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

20

Adopt New Articles of Association

Management

For

For

     

 

CEDAR FAIR, L.P.
Meeting Date:  MAY 24, 2023
Record Date:  MAR 27, 2023
Meeting Type:  ANNUAL

Ticker:  FUN
Security ID:  150185106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Nina Barton

Management

For

For

1.2

Elect Director Matthew A. Ouimet

Management

For

For

1.3

Elect Director Richard A. Zimmerman

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
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

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

For

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

For

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

For

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

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Advisory Vote on Say on Pay Frequency

Management

Three Years

One Year

4

Ratify KPMG LLP as Auditors

Management

For

For

5

Report on Lobbying Payments and Policy

Shareholder

Against

For

     

 

CHECK POINT SOFTWARE TECHNOLOGIES LTD.
Meeting Date:  AUG 30, 2022
Record Date:  JUL 21, 2022
Meeting Type:  ANNUAL

Ticker:  CHKP
Security ID:  M22465104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Reelect Gil Shwed as Director

Management

For

For

1b

Reelect Jerry Ungerman as Director

Management

For

For

1c

Elect Tzipi Ozer-Armon as Director

Management

For

For

1d

Reelect Tal Shavit as Director

Management

For

For

1e

Reelect Shai Weiss as Director

Management

For

For

2

Ratify Appoint of Kost, Forer, Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration and Discuss Financial Statements and the Report of the Board

Management

For

For

3

Approve Compensation of Gil Shwed, CEO

Management

For

For

4

Readopt Compensation Policy for the Directors and Officers of the Company

Management

For

For

A

Vote FOR if you are NOT a controlling shareholder and do NOT have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. If you vote AGAINST, please provide an explanation to your account manager

Management

None

For

 

 


     

CHINA PACIFIC INSURANCE (GROUP) CO., LTD.
Meeting Date:  MAY 26, 2023
Record Date:  MAY 22, 2023
Meeting Type:  ANNUAL

Ticker:  2601
Security ID:  Y1505Z103

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 Board of Supervisors

Management

For

For

3

Approve Annual Report

Management

For

For

4

Approve Financial Statements and Report of the Company

Management

For

For

5

Approve Profit Distribution Plan

Management

For

For

6

Approve Ernst & Young Hua Ming LLP as Auditor and Internal Control Auditor and Authorize Board to Fix Their Remuneration

Management

For

For

7

Approve Donation Budget

Management

For

For

8

Elect Lo Yuen Man Elaine as Director

Management

For

For

     

 

CLEAR CHANNEL OUTDOOR HOLDINGS, INC.
Meeting Date:  MAY 03, 2023
Record Date:  MAR 07, 2023
Meeting Type:  ANNUAL

Ticker:  CCO
Security ID:  18453H106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director John Dionne

Management

For

For

1.2

Elect Director Lisa Hammitt

Management

For

For

1.3

Elect Director Andrew Hobson

Management

For

For

1.4

Elect Director Thomas C. King

Management

For

For

1.5

Elect Director Joe Marchese

Management

For

For

1.6

Elect Director W. Benjamin Moreland

Management

For

For

1.7

Elect Director Mary Teresa Rainey

Management

For

For

1.8

Elect Director Scott R. Wells

Management

For

For

1.9

Elect Director Jinhy Yoon

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


     

 

COMCAST CORPORATION
Meeting Date:  JUN 07, 2023
Record Date:  APR 03, 2023
Meeting Type:  ANNUAL

Ticker:  CMCSA
Security ID:  20030N101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Kenneth J. Bacon

Management

For

Withhold

1.2

Elect Director Thomas J. Baltimore, Jr.

Management

For

Withhold

1.3

Elect Director Madeline S. Bell

Management

For

Withhold

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

Withhold

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

Against

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

 

 

CONDUIT HOLDINGS LTD.
Meeting Date:  MAY 17, 2023
Record Date:  MAY 15, 2023


     

Meeting Type:  ANNUAL

Ticker:  CRE
Security ID:  G24385109

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

Re-elect Neil Eckert as Director

Management

For

For

4

Re-elect Trevor Carvey as Director

Management

For

For

5

Re-elect Elaine Whelan as Director

Management

For

For

6

Re-elect Sir Brian Williamson as Director

Management

For

For

7

Re-elect Malcolm Furbert as Director

Management

For

For

8

Re-elect Elizabeth Murphy as Director

Management

For

For

9

Re-elect Richard Sandor as Director

Management

For

For

10

Re-elect Ken Randall as Director

Management

For

For

11

Re-elect Michelle Smith as Director

Management

For

For

12

Ratify KPMG Audit Limited as Auditors

Management

For

For

13

Authorise Board to Fix Remuneration of the Auditors

Management

For

For

14

Authorise Issue of Equity

Management

For

For

15

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

16

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Specified Capital Investment

Management

For

For

17

Authorise Market Purchase of Common Shares

Management

For

For

     

 

COVESTRO AG
Meeting Date:  APR 19, 2023
Record Date:  MAR 28, 2023
Meeting Type:  ANNUAL

Ticker:  1COV
Security ID:  D15349109

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 Discharge of Management Board for Fiscal Year 2022

Management

For

For

3

Approve Discharge of Supervisory Board for Fiscal Year 2022

Management

For

For


     

4

Ratify KPMG AG as Auditors for Fiscal Year 2023 and for the Review of the Interim Financial Statements for Fiscal Year 2023 and First Quarter of Fiscal Year 2024

Management

For

For

5

Approve Remuneration Report

Management

For

For

6

Approve Remuneration Policy

Management

For

For

7

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

8

Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission

Management

For

For

     

 

CUSHMAN & WAKEFIELD PLC
Meeting Date:  MAY 11, 2023
Record Date:  MAR 24, 2023
Meeting Type:  ANNUAL

Ticker:  CWK
Security ID:  G2717B108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Brett White

Management

For

For

1.2

Elect Director Jodie McLean

Management

For

Against

1.3

Elect Director Billie Williamson

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Ratify KPMG LLP as UK Statutory Auditor

Management

For

For

4

Authorize Audit Committee to Fix Remuneration of Auditors

Management

For

For

5

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

6

Approve Director Compensation Report

Management

For

For

7

Approve Director Compensation Policy

Management

For

For

8

Approve the Directors' Authority to Allot Shares

Management

For

For

9

Approve the Disapplication of Statutory Pre-Emption Rights

Management

For

For

 

 

CVS HEALTH CORPORATION
Meeting Date:  MAY 18, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  CVS
Security ID:  126650100


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Fernando Aguirre

Management

For

For

1b

Elect Director Jeffrey R. Balser

Management

For

For

1c

Elect Director C. David Brown, II

Management

For

For

1d

Elect Director Alecia A. DeCoudreaux

Management

For

For

1e

Elect Director Nancy-Ann M. DeParle

Management

For

For

1f

Elect Director Roger N. Farah

Management

For

For

1g

Elect Director Anne M. Finucane

Management

For

For

1h

Elect Director Edward J. Ludwig

Management

For

For

1i

Elect Director Karen S. Lynch

Management

For

For

1j

Elect Director Jean-Pierre Millon

Management

For

For

1k

Elect Director Mary L. Schapiro

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

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

For

7

Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders

Shareholder

Against

Against

8

Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights

Shareholder

Against

Against

9

Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company

Shareholder

Against

Against

     

 

D.R. HORTON, INC.
Meeting Date:  JAN 18, 2023
Record Date:  NOV 30, 2022
Meeting Type:  ANNUAL

Ticker:  DHI
Security ID:  23331A109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Donald R. Horton

Management

For

For

1b

Elect Director Barbara K. Allen

Management

For

For


     

1c

Elect Director Brad S. Anderson

Management

For

For

1d

Elect Director Michael R. Buchanan

Management

For

For

1e

Elect Director Benjamin S. Carson, Sr.

Management

For

For

1f

Elect Director Maribess L. Miller

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

     

 

DANONE SA
Meeting Date:  APR 27, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL/SPECIAL

Ticker:  BN
Security ID:  FR0000120644

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 2 per Share

Management

For

For

4

Reelect Valerie Chapoulaud-Floquet as Director

Management

For

For

5

Reelect Gilles Schnepp as Director

Management

For

For

6

Ratify Appointment of Gilbert Ghostine as Director Following Resignation of Guido Barilla

Management

For

For

7

Ratify Appointment of Lise Kingo as Director Following Resignation of Cecile Cabanis

Management

For

For

8

Approve Compensation Report of Corporate Officers

Management

For

For

9

Approve Compensation of Antoine de Saint-Affrique, CEO

Management

For

For

10

Approve Compensation of Gilles Schnepp, Chairman of the Board

Management

For

For

11

Approve Remuneration Policy of Executive Corporate Officers

Management

For

For

12

Approve Remuneration Policy of Chairman of the Board

Management

For

For

13

Approve Remuneration Policy of Directors

Management

For

For

14

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

15

Authorize Issuance of Equity or Equity-Linked

Management

For

For


     
 

Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 50 Million

   

16

Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights with Binding Priority Right up to Aggregate Nominal Amount of EUR 16.9 Million

Management

For

For

17

Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Item 16

Management

For

For

18

Authorize Capital Increase of Up to EUR 16.9 Million for Future Exchange Offers

Management

For

For

19

Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind

Management

For

For

20

Authorize Capitalization of Reserves of Up to EUR 42 Million for Bonus Issue or Increase in Par Value

Management

For

For

21

Authorize Capital Issuances for Use in Employee Stock Purchase Plans

Management

For

For

22

Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries

Management

For

For

23

Authorize up to 0.5 Percent of Issued Capital for Use in Restricted Stock Plans with Performance Conditions Attached

Management

For

For

24

Authorize Decrease in Share Capital via Cancellation of Repurchased Shares

Management

For

For

25

Authorize Filing of Required Documents/Other Formalities

Management

For

For

26

Elect Sanjiv Mehta as Director

Management

For

For

     

 

DENSO CORP.
Meeting Date:  JUN 20, 2023
Record Date:  MAR 31, 2023
Meeting Type:  ANNUAL

Ticker:  6902
Security ID:  J12075107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Arima, Koji

Management

For

For

1.2

Elect Director Hayashi, Shinnosuke

Management

For

For

1.3

Elect Director Matsui, Yasushi

Management

For

For

1.4

Elect Director Ito, Kenichiro

Management

For

For

1.5

Elect Director Toyoda, Akio

Management

For

For


     

1.6

Elect Director Kushida, Shigeki

Management

For

For

1.7

Elect Director Mitsuya, Yuko

Management

For

For

1.8

Elect Director Joseph P. Schmelzeis, Jr

Management

For

For

2.1

Appoint Statutory Auditor Kuwamura, Shingo

Management

For

For

2.2

Appoint Statutory Auditor Goto, Yasuko

Management

For

For

2.3

Appoint Statutory Auditor Kitamura, Haruo

Management

For

For

3

Appoint Alternate Statutory Auditor Kitagawa, Hiromi

Management

For

For

     

 

DEUTSCHE TELEKOM AG
Meeting Date:  APR 05, 2023
Record Date:  MAR 31, 2023
Meeting Type:  ANNUAL

Ticker:  DTE
Security ID:  D2035M136

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 0.70 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 Deloitte GmbH as Auditors for Fiscal Year 2023 and for the Review of the Interim Financial Statements for Fiscal Year 2023 and First Quarter of Fiscal Year 2024

Management

For

For

6.1

Elect Harald Krueger to the Supervisory Board

Management

For

For

6.2

Elect Reinhard Ploss to the Supervisory Board

Management

For

For

6.3

Elect Margret Suckale to the Supervisory Board

Management

For

For

7

Approve Virtual-Only Shareholder Meetings Until 2025

Management

For

For

8

Approve Remuneration Report

Management

For

For

     

 

DIRECT LINE INSURANCE GROUP PLC
Meeting Date:  MAY 09, 2023
Record Date:  MAY 04, 2023
Meeting Type:  ANNUAL

Ticker:  DLG
Security ID:  G2871V114

Proposal

Proposal

Proposed By

Management

Vote


     

No

  

Recommendation

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

Elect Mark Lewis as Director

Management

For

For

5

Re-elect Tracy Corrigan as Director

Management

For

For

6

Re-elect Danuta Gray as Director

Management

For

For

7

Re-elect Mark Gregory as Director

Management

For

For

8

Re-elect Sebastian James as Director

Management

For

For

9

Re-elect Adrian Joseph as Director

Management

For

For

10

Re-elect Neil Manser as Director

Management

For

For

11

Re-elect Fiona McBain as Director

Management

For

For

12

Re-elect Gregor Stewart as Director

Management

For

For

13

Re-elect Richard Ward as Director

Management

For

For

14

Reappoint Deloitte LLP as Auditors

Management

For

For

15

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

16

Authorise UK Political Donations and Expenditure

Management

For

For

17

Authorise Issue of Equity

Management

For

For

18

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

19

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

Management

For

For

20

Authorise Market Purchase of Ordinary Shares

Management

For

For

21

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

22

Authorise Issue of Equity in Relation to an Issue of RT1 Instruments

Management

For

For

23

Authorise Issue of Equity without Pre-emptive Rights in Relation to an Issue of RT1 Instruments

Management

For

For

 

 

DUFRY AG
Meeting Date:  AUG 31, 2022
Record Date:  
Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  DUFN
Security ID:  H2082J107


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Elect Xavier Rossinyol as Chairman of Meeting

Management

For

For

2

Approve Creation of CHF 153.3 Million Pool of Conditional Capital in Connection with Acquisition of Autogrill SpA

Management

For

For

3

Approve Creation of CHF 227 Million Pool of Authorized Capital with or without Exclusion of Preemptive Rights

Management

For

For

4

Amend Articles of Association, if Other Agenda Items are Approved

Management

For

For

5.1

Elect Alessandro Benetton as Director, if Other Agenda Items are Approved

Management

For

For

5.2

Elect Enrico Laghi as Director, if Other Agenda Items are Approved

Management

For

For

6

Appoint Enrico Laghi as Member of the Compensation Committee, if Other Agenda Items are Approved

Management

For

For

7

Approve CHF 350,000 Increase in Remuneration of Directors for the Period from 2022 AGM to 2023 AGM, if Other Agenda Items are Approved

Management

For

For

8

Transact Other Business (Voting)

Management

For

Against

     

 

EBAY, INC.
Meeting Date:  JUN 21, 2023
Record Date:  APR 24, 2023
Meeting Type:  ANNUAL

Ticker:  EBAY
Security ID:  278642103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Adriane M. Brown

Management

For

For

1b

Elect Director Aparna Chennapragada

Management

For

For

1c

Elect Director Logan D. Green

Management

For

For

1d

Elect Director E. Carol Hayles

Management

For

For

1e

Elect Director Jamie Iannone

Management

For

For

1f

Elect Director Shripriya Mahesh

Management

For

For

1g

Elect Director Paul S. Pressler

Management

For

For

1h

Elect Director Mohak Shroff

Management

For

For

1i

Elect Director Perry M. Traquina

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

Amend Omnibus Stock Plan

Management

For

For

6

Amend Certificate of Incorporation to Limit the Liability of Certain Officers

Management

For

Against

7

Reduce Ownership Threshold for Shareholders to Call Special Meeting to 10%

Shareholder

Against

For

     

 

ELANCO ANIMAL HEALTH INCORPORATED
Meeting Date:  MAY 18, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  ELAN
Security ID:  28414H103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Michael J. Harrington

Management

For

Against

1b

Elect Director R. David Hoover

Management

For

Against

1c

Elect Director Deborah T. Kochevar

Management

For

Against

1d

Elect Director Kirk P. McDonald

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

Amend Qualified Employee Stock Purchase Plan

Management

For

For

5

Amend Omnibus Stock Plan

Management

For

For

     

 

ELEVANCE HEALTH, INC.
Meeting Date:  MAY 10, 2023
Record Date:  MAR 17, 2023
Meeting Type:  ANNUAL

Ticker:  ELV
Security ID:  036752103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Gail K. Boudreaux

Management

For

For

1.2

Elect Director R. Kerry Clark

Management

For

For

1.3

Elect Director Robert L. Dixon, Jr.

Management

For

For

1.4

Elect Director Deanna D. Strable

Management

For

For


     

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify Ernst & Young LLP as Auditors

Management

For

For

5

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

6

Annually Report Third Party Political Contributions

Shareholder

Against

Against

     

 

ELI LILLY AND COMPANY
Meeting Date:  MAY 01, 2023
Record Date:  FEB 21, 2023
Meeting Type:  ANNUAL

Ticker:  LLY
Security ID:  532457108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director William G. Kaelin, Jr.

Management

For

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

For

8

Adopt Simple Majority Vote

Shareholder

Against

Against

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

Against

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
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

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

     

 

FIRST HORIZON CORPORATION
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

Ticker:  FHN
Security ID:  320517105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Harry V. Barton, Jr.

Management

For

For

1.2

Elect Director John N. Casbon

Management

For

For

1.3

Elect Director John C. Compton

Management

For

For

1.4

Elect Director Wendy P. Davidson

Management

For

For

1.5

Elect Director William H. Fenstermaker

Management

For

For

1.6

Elect Director D. Bryan Jordan

Management

For

For

1.7

Elect Director J. Michael Kemp, Sr.

Management

For

For


     

1.8

Elect Director Rick E. Maples

Management

For

For

1.9

Elect Director Vicki R. Palmer

Management

For

For

1.10

Elect Director Colin V. Reed

Management

For

For

1.11

Elect Director E. Stewart Shea, III

Management

For

For

1.12

Elect Director Cecelia D. Stewart

Management

For

For

1.13

Elect Director Rosa Sugranes

Management

For

For

1.14

Elect Director R. Eugene 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

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

FISERV, INC.
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

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

For

 

 

FLEX LTD.
Meeting Date:  AUG 25, 2022
Record Date:  JUN 27, 2022
Meeting Type:  ANNUAL

Ticker:  FLEX
Security ID:  Y2573F102


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Revathi Advaithi

Management

For

For

1b

Elect Director Michael D. Capellas

Management

For

For

1c

Elect Director John D. Harris, II

Management

For

For

1d

Elect Director Michael E. Hurlston

Management

For

For

1e

Elect Director Erin L. McSweeney

Management

For

For

1f

Elect Director Marc A. Onetto

Management

For

For

1g

Elect Director Charles K. Stevens, III

Management

For

For

1h

Elect Director Lay Koon Tan

Management

For

For

1i

Elect Director Patrick J. Ward

Management

For

For

1j

Elect Director William D. Watkins

Management

For

For

2

Approve Deloitte & Touche 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

Approve Issuance of Shares without Preemptive Rights

Management

For

For

5

Authorize Share Repurchase Program

Management

For

For

     

 

GENERAL MOTORS COMPANY
Meeting Date:  JUN 20, 2023
Record Date:  APR 21, 2023
Meeting Type:  ANNUAL

Ticker:  GM
Security ID:  37045V100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

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

For

7

Report on Setting Sustainable Sourcing Targets

Shareholder

Against

Against

     

 

GLOBAL PAYMENTS INC.
Meeting Date:  APR 27, 2023
Record Date:  MAR 03, 2023
Meeting Type:  ANNUAL

Ticker:  GPN
Security ID:  37940X102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

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

For

 

 

GSK PLC
Meeting Date:  JUL 06, 2022
Record Date:  JUL 04, 2022
Meeting Type:  SPECIAL


     

Ticker:  GSK
Security ID:  G3910J112

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
Record Date:  APR 28, 2023
Meeting Type:  ANNUAL

Ticker:  GSK
Security ID:  G3910J179

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
Record Date:  APR 18, 2023
Meeting Type:  ANNUAL

Ticker:  HLN
Security ID:  G4232K100

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

Management

For

For


     
 

Rights

   

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

     

 

HEINEKEN NV
Meeting Date:  APR 20, 2023
Record Date:  MAR 23, 2023
Meeting Type:  ANNUAL

Ticker:  HEIA
Security ID:  N39427211

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.a

Receive Report of Executive Board (Non-Voting)

Management

None

None

1.b

Approve Remuneration Report

Management

For

For

1.c

Adopt Financial Statements

Management

For

For

1.d

Receive Explanation on Company's Dividend Policy

Management

None

None

1.e

Approve Dividends

Management

For

For

1.f

Approve Discharge of Executive Directors

Management

For

For

1.g

Approve Discharge of Supervisory Board

Management

For

For

2.a

Authorize Repurchase of Up to 10 Percent of Issued Share Capital

Management

For

For

2.b

Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital

Management

For

For

2.c

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

3.a

Reelect M.R. de Carvalho to Supervisory Board

Management

For

For

3.b

Reelect R.L. Ripley to Supervisory Board

Management

For

For


     

3.c

Elect B. Pardo to Supervisory Board

Management

For

For

3.d

Elect L.J. Hijmans van den Bergh to Supervisory Board

Management

For

For

4

Ratify Deloitte Accountants B.V. as Auditors

Management

For

For

     

 

HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
Meeting Date:  FEB 24, 2023
Record Date:  JAN 19, 2023
Meeting Type:  COURT

Ticker:  HZNP
Security ID:  G46188111

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Scheme of Arrangement

Management

For

For

     

 

HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
Meeting Date:  FEB 24, 2023
Record Date:  JAN 19, 2023
Meeting Type:  EXTRAORDINARY SHAREHOLDERS

Ticker:  HZNP
Security ID:  G46188101

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

Advisory Vote on Golden Parachutes

Management

For

For

4

Adjourn Meeting

Management

For

For

     

 

INTELSAT SA
Meeting Date:  JUN 21, 2023
Record Date:  MAY 15, 2023
Meeting Type:  ANNUAL

Ticker:  
Security ID:  L5217E120

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Receive Board and Auditors' Report

Management

None

None

2

Approve Statutory Standalone Financial Statements

Management

For

For

3

Approve Consolidated Financial Statements

Management

For

For

4

Approve Discharge of Directors

Management

For

For

5

Approve Allocation of Income

Management

For

For

6

Approve Appointment and Co-optation of David Wajsgras as Director

Management

For

For


     

7

Approve Appointment and Co-optation of David Mack as Director

Management

For

For

8a

Reelect Directors (Bundled)

Management

For

For

9

Approve Remuneration of Directors for the year 2022

Management

For

For

10

Approve Remuneration of Directors for the year 2023

Management

For

For

11

Ratify KPMG Audit as Statutory Auditor

Management

For

For

12

Authorize Company and/or any Wholly Owned Subsidiary to Purchase, Acquire, Receive or Hold Shares of Any Class

Management

For

For

     

 

INTERNATIONAL PAPER COMPANY
Meeting Date:  MAY 08, 2023
Record Date:  MAR 09, 2023
Meeting Type:  ANNUAL

Ticker:  IP
Security ID:  460146103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Christopher M. Connor

Management

For

For

1b

Elect Director Ahmet C. Dorduncu

Management

For

For

1c

Elect Director Ilene S. Gordon

Management

For

Against

1d

Elect Director Anders Gustafsson

Management

For

For

1e

Elect Director Jacqueline C. Hinman

Management

For

For

1f

Elect Director Clinton A. Lewis, Jr.

Management

For

For

1g

Elect Director Donald G. (DG) Macpherson

Management

For

For

1h

Elect Director Kathryn D. Sullivan

Management

For

For

1i

Elect Director Mark S. Sutton

Management

For

For

1j

Elect Director Anton V. Vincent

Management

For

For

1k

Elect Director Ray G. Young

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

5

Require Independent Board Chair

Shareholder

Against

For

6

Report on Risks Related to Operations in China

Shareholder

Against

Against

 

 

LIFE STORAGE, INC.


     

Meeting Date:  MAY 18, 2023
Record Date:  APR 10, 2023
Meeting Type:  ANNUAL

Ticker:  LSI
Security ID:  53223X107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Mark G. Barberio

Management

For

For

1b

Elect Director Joseph V. Saffire

Management

For

For

1c

Elect Director Stephen R. Rusmisel

Management

For

For

1d

Elect Director Arthur L. Havener, Jr.

Management

For

For

1e

Elect Director Dana Hamilton

Management

For

For

1f

Elect Director Edward J. Pettinella

Management

For

For

1g

Elect Director David L. Rogers

Management

For

For

1h

Elect Director Susan Harnett

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

MEDTRONIC PLC
Meeting Date:  DEC 08, 2022
Record Date:  OCT 11, 2022
Meeting Type:  ANNUAL

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

Management

For

For


     
 

Auditors and Authorize Board to Fix Their Remuneration

   

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

     

 

MERCK & CO., INC.
Meeting Date:  MAY 23, 2023
Record Date:  MAR 24, 2023
Meeting Type:  ANNUAL

Ticker:  MRK
Security ID:  58933Y105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Douglas M. Baker, Jr.

Management

For

For

1b

Elect Director Mary Ellen Coe

Management

For

For

1c

Elect Director Pamela J. Craig

Management

For

For

1d

Elect Director Robert M. Davis

Management

For

For

1e

Elect Director Thomas H. Glocer

Management

For

For

1f

Elect Director Risa J. Lavizzo-Mourey

Management

For

For

1g

Elect Director Stephen L. Mayo

Management

For

For

1h

Elect Director Paul B. Rothman

Management

For

For

1i

Elect Director Patricia F. Russo

Management

For

For

1j

Elect Director Christine E. Seidman

Management

For

For

1k

Elect Director Inge G. Thulin

Management

For

For

1l

Elect Director Kathy J. Warden

Management

For

For

1m

Elect Director Peter C. Wendell

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

5

Report on Risks Related to Operations in China

Shareholder

Against

Against

6

Report on Access to COVID-19 Products

Shareholder

Against

Against


     

7

Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities

Shareholder

Against

Against

8

Report on Impact of Extended Patent Exclusivities on Product Access

Shareholder

Against

Against

9

Publish a Congruency Report of Partnerships with Globalist Organizations

Shareholder

Against

Against

10

Require Independent Board Chair

Shareholder

Against

For

     

 

NIELSEN HOLDINGS PLC
Meeting Date:  SEP 01, 2022
Record Date:  AUG 16, 2022
Meeting Type:  SPECIAL

Ticker:  NLSN
Security ID:  G6518L108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Matters Relating to Merger

Management

For

For

2

Advisory Vote on Golden Parachutes

Management

For

For

     

 

NIELSEN HOLDINGS PLC
Meeting Date:  SEP 01, 2022
Record Date:  AUG 16, 2022
Meeting Type:  COURT

Ticker:  NLSN
Security ID:  G6518L111

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Approve Scheme of Arrangement

Management

For

For

     

 

NN GROUP NV
Meeting Date:  JUN 02, 2023
Record Date:  MAY 05, 2023
Meeting Type:  ANNUAL

Ticker:  NN
Security ID:  N64038107

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

For

4.A

Adopt Financial Statements and Statutory Reports

Management

For

For

4.B

Receive Explanation on Company's Dividend Policy

Management

None

None


     

4.C

Approve Dividends

Management

For

For

5.A

Approve Discharge of Executive Board

Management

For

For

5.B

Approve Discharge of Supervisory Board

Management

For

For

6

Announce Intention to Reappoint David Knibbe to Executive Board

Management

None

None

7

Amend the Level of the Fixed Annual fee for Supervisory Board Members

Management

For

For

8.A.1

Grant Board Authority to Issue Ordinary Shares Up To 10 Percent of Issued Capital

Management

For

For

8.A.2

Authorize Board to Exclude Preemptive Rights from Share Issuances

Management

For

For

8.B

Grant Board Authority to Issue Shares Up To 20 Percent of Issued Capital in Connection with a Rights Issue

Management

For

For

9

Authorize Repurchase of Shares

Management

For

For

10

Approve Reduction in Share Capital through Cancellation of Shares

Management

For

For

11

Close Meeting

Management

None

None

     

 

NORTONLIFELOCK INC.
Meeting Date:  SEP 13, 2022
Record Date:  JUL 18, 2022
Meeting Type:  ANNUAL

Ticker:  NLOK
Security ID:  668771108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Susan P. Barsamian

Management

For

For

1b

Elect Director Eric K. Brandt

Management

For

For

1c

Elect Director Frank E. Dangeard

Management

For

For

1d

Elect Director Nora M. Denzel

Management

For

For

1e

Elect Director Peter A. Feld

Management

For

For

1f

Elect Director Emily Heath

Management

For

For

1g

Elect Director Vincent Pilette

Management

For

For

1h

Elect Director Sherrese M. Smith

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Amend Omnibus Stock Plan

Management

For

For

5

Submit Severance Agreement (Change-in-Control) to Shareholder Vote

Shareholder

Against

Against


     

 

NOVARTIS AG
Meeting Date:  MAR 07, 2023
Record Date:  JAN 24, 2023
Meeting Type:  ANNUAL

Ticker:  NOVN
Security ID:  66987V109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Discharge of Board and Senior Management

Management

For

For

3

Approve Allocation of Income and Dividends of CHF 3.20 per Share

Management

For

For

4

Approve CHF 63.1 Million Reduction in Share Capital via Cancellation of Repurchased Shares

Management

For

For

5

Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital

Management

For

For

6.1

Amend Articles Re: Electronic Participation; Virtual-Only Shareholder Meetings

Management

For

For

6.2

Amend Articles of Association

Management

For

For

6.3

Amend Articles of Association

Management

For

For

7.1

Approve Remuneration of Directors in the Amount of CHF 8.8 Million

Management

For

For

7.2

Approve Maximum Remuneration of Executive Committee in the Amount of CHF 90 Million

Management

For

For

7.3

Approve Remuneration Report

Management

For

For

8.1

Reelect Joerg Reinhardt as Director and Board Chair

Management

For

For

8.2

Reelect Nancy Andrews as Director

Management

For

For

8.3

Reelect Ton Buechner as Director

Management

For

For

8.4

Reelect Patrice Bula as Director

Management

For

For

8.5

Reelect Elizabeth Doherty as Director

Management

For

For

8.6

Reelect Bridgette Heller as Director

Management

For

For

8.7

Reelect Daniel Hochstrasser as Director

Management

For

For

8.8

Reelect Frans van Houten as Director

Management

For

For

8.9

Reelect Simon Moroney as Director

Management

For

For

8.10

Reelect Ana de Pro Gonzalo as Director

Management

For

For

8.11

Reelect Charles Sawyers as Director

Management

For

For


     

8.12

Reelect William Winters as Director

Management

For

For

8.13

Elect John Young as Director

Management

For

For

9.1

Reappoint Patrice Bula as Member of the Compensation Committee

Management

For

For

9.2

Reappoint Bridgette Heller as Member of the Compensation Committee

Management

For

For

9.3

Reappoint Simon Moroney as Member of the Compensation Committee

Management

For

For

9.4

Reappoint William Winters as Member of the Compensation Committee

Management

For

For

10

Ratify KPMG AG as Auditors

Management

For

For

11

Designate Peter Zahn as Independent Proxy

Management

For

For

12

Transact Other Business (Voting)

Management

For

Against

     

 

ORACLE CORPORATION
Meeting Date:  NOV 16, 2022
Record Date:  SEP 19, 2022
Meeting Type:  ANNUAL

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

Withhold

1.5

Elect Director Bruce R. Chizen

Management

For

For

1.6

Elect Director George H. Conrades

Management

For

Withhold

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

Withhold

1.12

Elect Director Leon E. Panetta

Management

For

Withhold

1.13

Elect Director William G. Parrett

Management

For

For

1.14

Elect Director Naomi O. Seligman

Management

For

Withhold

1.15

Elect Director Vishal Sikka

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


     

 

RECKITT BENCKISER GROUP PLC
Meeting Date:  MAY 03, 2023
Record Date:  APR 28, 2023
Meeting Type:  ANNUAL

Ticker:  RKT
Security ID:  G74079107

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

Re-elect Andrew Bonfield as Director

Management

For

For

5

Re-elect Olivier Bohuon as Director

Management

For

For

6

Re-elect Jeff Carr as Director

Management

For

For

7

Re-elect Margherita Della Valle as Director

Management

For

For

8

Re-elect Nicandro Durante as Director

Management

For

For

9

Re-elect Mary Harris as Director

Management

For

For

10

Re-elect Mehmood Khan as Director

Management

For

For

11

Re-elect Pam Kirby as Director

Management

For

For

12

Re-elect Chris Sinclair as Director

Management

For

For

13

Re-elect Elane Stock as Director

Management

For

For

14

Re-elect Alan Stewart as Director

Management

For

For

15

Elect Jeremy Darroch as Director

Management

For

For

16

Elect Tamara Ingram as Director

Management

For

For

17

Reappoint KPMG LLP as Auditors

Management

For

For

18

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

19

Authorise UK Political Donations and Expenditure

Management

For

For

20

Authorise Issue of Equity

Management

For

For

21

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

22

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

Management

For

For

23

Authorise Market Purchase of Ordinary Shares

Management

For

For

24

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

 

 


     

SAVILLS PLC
Meeting Date:  MAY 17, 2023
Record Date:  MAY 15, 2023
Meeting Type:  ANNUAL

Ticker:  SVS
Security ID:  G78283119

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

Re-elect Nicholas Ferguson as Director

Management

For

For

5

Re-elect Mark Ridley as Director

Management

For

For

6

Re-elect Simon Shaw as Director

Management

For

For

7

Re-elect Stacey Cartwright as Director

Management

For

For

8

Re-elect Florence Tondu-Melique as Director

Management

For

For

9

Re-elect Dana Roffman as Director

Management

For

For

10

Re-elect Philip Lee as Director

Management

For

For

11

Re-elect Richard Orders as Director

Management

For

For

12

Elect Marcus Sperber as Director

Management

For

For

13

Reappoint Ernst & Young LLP as Auditors

Management

For

For

14

Authorise Board to Fix Remuneration of Auditors

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

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

     

 

SPIRIT AIRLINES, INC.
Meeting Date:  OCT 19, 2022
Record Date:  SEP 12, 2022
Meeting Type:  SPECIAL

Ticker:  SAVE
Security ID:  848577102

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

3

Adjourn Meeting

Management

For

For

     

 

SPIRIT AIRLINES, INC.
Meeting Date:  MAY 10, 2023
Record Date:  MAR 15, 2023
Meeting Type:  ANNUAL

Ticker:  SAVE
Security ID:  848577102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Edward M. Christie, III

Management

For

For

1.2

Elect Director Mark B. Dunkerley

Management

For

For

1.3

Elect Director Christine P. Richards

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

     

 

STERICYCLE, INC.
Meeting Date:  MAY 16, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  SRCL
Security ID:  858912108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Robert S. Murley

Management

For

For

1b

Elect Director Cindy J. Miller

Management

For

For

1c

Elect Director Brian P. Anderson

Management

For

For

1d

Elect Director Lynn D. Bleil

Management

For

Against

1e

Elect Director Thomas F. Chen

Management

For

For

1f

Elect Director Victoria L. Dolan

Management

For

For

1g

Elect Director Naren K. Gursahaney

Management

For

For

1h

Elect Director J. Joel Hackney, Jr.

Management

For

For

1i

Elect Director Stephen C. Hooley

Management

For

For

1j

Elect Director James L. Welch

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 Political Contributions

Shareholder

Against

Against

6

Limit Accelerated Vesting of Equity Awards Upon a Change in Control

Shareholder

Against

Against

     

 

SUNCOR ENERGY INC.
Meeting Date:  MAY 09, 2023
Record Date:  MAR 14, 2023
Meeting Type:  ANNUAL

Ticker:  SU
Security ID:  867224107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Ian R. Ashby

Management

For

For

1.2

Elect Director Patricia M. Bedient

Management

For

For

1.3

Elect Director Russell K. Girling

Management

For

For

1.4

Elect Director Jean Paul (JP) Gladu

Management

For

For

1.5

Elect Director Dennis M. Houston

Management

For

For

1.6

Elect Director Richard M. Kruger

Management

For

For

1.7

Elect Director Brian P. MacDonald

Management

For

For

1.8

Elect Director Lorraine Mitchelmore

Management

For

For

1.9

Elect Director Daniel Romasko

Management

For

For

1.10

Elect Director Christopher R. Seasons

Management

For

For

1.11

Elect Director M. Jacqueline Sheppard

Management

For

For

1.12

Elect Director Eira M. Thomas

Management

For

For

1.13

Elect Director Michael M. Wilson

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote on Executive Compensation Approach

Management

For

For

4

SP 1: Report on Alignment of Capital Expenditure Plans with 2030 Emissions Reductions Target and 2050 Net Zero Pledge

Shareholder

Against

Against

     

 

THE HARTFORD FINANCIAL SERVICES GROUP, INC.
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  HIG
Security ID:  416515104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Larry D. De Shon

Management

For

For

1b

Elect Director Carlos Dominguez

Management

For

For


     

1c

Elect Director Trevor Fetter

Management

For

For

1d

Elect Director Donna A. James

Management

For

For

1e

Elect Director Kathryn A. Mikells

Management

For

For

1f

Elect Director Edmund Reese

Management

For

For

1g

Elect Director Teresa Wynn Roseborough

Management

For

For

1h

Elect Director Virginia P. Ruesterholz

Management

For

For

1i

Elect Director Christopher J. Swift

Management

For

For

1j

Elect Director Matthew E. Winter

Management

For

For

1k

Elect Director Greig Woodring

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

Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development

Shareholder

Against

Against

     

 

THE PNC FINANCIAL SERVICES GROUP, INC.
Meeting Date:  APR 26, 2023
Record Date:  FEB 03, 2023
Meeting Type:  ANNUAL

Ticker:  PNC
Security ID:  693475105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

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

Management

For

Against


     
 

Officers' Compensation

   

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

THE WALT DISNEY COMPANY
Meeting Date:  APR 03, 2023
Record Date:  FEB 08, 2023
Meeting Type:  ANNUAL

Ticker:  DIS
Security ID:  254687106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Mary T. Barra

Management

For

For

1b

Elect Director Safra A. Catz

Management

For

For

1c

Elect Director Amy L. Chang

Management

For

For

1d

Elect Director Francis A. deSouza

Management

For

For

1e

Elect Director Carolyn N. Everson

Management

For

For

1f

Elect Director Michael B.G. Froman

Management

For

For

1g

Elect Director Robert A. Iger

Management

For

For

1h

Elect Director Maria Elena Lagomasino

Management

For

For

1i

Elect Director Calvin R. McDonald

Management

For

For

1j

Elect Director Mark G. Parker

Management

For

For

1k

Elect Director Derica W. Rice

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

5

Report on Risks Related to Operations in China

Shareholder

Against

Against

6

Report on Charitable Contributions

Shareholder

Against

Against

7

Report on Political Expenditures

Shareholder

Against

For

     

 

THE WILLIAMS COMPANIES, INC.
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

Ticker:  WMB
Security ID:  969457100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast


     

1.1

Elect Director Alan S. Armstrong

Management

For

For

1.2

Elect Director Stephen W. Bergstrom

Management

For

For

1.3

Elect Director Michael A. Creel

Management

For

For

1.4

Elect Director Stacey H. Dore

Management

For

For

1.5

Elect Director Carri A. Lockhart

Management

For

For

1.6

Elect Director Richard E. Muncrief

Management

For

For

1.7

Elect Director Peter A. Ragauss

Management

For

For

1.8

Elect Director Rose M. Robeson

Management

For

For

1.9

Elect Director Scott D. Sheffield

Management

For

For

1.10

Elect Director Murray D. Smith

Management

For

For

1.11

Elect Director William H. Spence

Management

For

For

1.12

Elect Director Jesse J. Tyson

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

     

 

TOWER SEMICONDUCTOR LTD.
Meeting Date:  JUL 21, 2022
Record Date:  JUN 15, 2022
Meeting Type:  ANNUAL

Ticker:  TSEM
Security ID:  M87915274

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Reelect Amir Elstein as Director

Management

For

For

1.2

Reelect Russell Ellwanger as Director

Management

For

For

1.3

Reelect Kalman Kaufman as Director

Management

For

Against

1.4

Reelect Dana Gross as Director

Management

For

For

1.5

Reelect Ilan Flato as Director

Management

For

For

1.6

Reelect Yoav Chelouche as Director

Management

For

For

1.7

Reelect Iris Avner as Director

Management

For

For

1.8

Reelect Michal Vakrat Wolkin as Director

Management

For

For

1.9

Reelect Avi Hasson as Director

Management

For

For

2

Reelect Amir Elstein as Chairman and Approve his Compensation Terms

Management

For

For

3

Approve Amended Compensation of Russell Ellwanger, CEO

Management

For

Against

4

Approve Equity Grant to Russell Ellwanger,

Management

For

Against


     
 

CEO

   

5

Approve Equity Grants to Directors

Management

For

For

6

Reappoint Brightman Almagor Zohar & Co. as Auditors and Authorize Board to Fix Their Remuneration

Management

For

For

A

Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager

Management

None

Against

     

 

UNITI GROUP INC.
Meeting Date:  MAY 25, 2023
Record Date:  MAR 24, 2023
Meeting Type:  ANNUAL

Ticker:  UNIT
Security ID:  91325V108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Jennifer S. Banner

Management

For

For

1b

Elect Director Scott G. Bruce

Management

For

For

1c

Elect Director Francis X. (Skip) Frantz

Management

For

For

1d

Elect Director Kenneth A. Gunderman

Management

For

Against

1e

Elect Director Carmen Perez-Carlton

Management

For

For

2

Amend Omnibus Stock Plan

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

4

Ratify KPMG LLP as Auditors

Management

For

For

     

 

VORNADO REALTY TRUST
Meeting Date:  MAY 18, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  VNO
Security ID:  929042109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Steven Roth

Management

For

For

1.2

Elect Director Candace K. Beinecke

Management

For

Withhold

1.3

Elect Director Michael D. Fascitelli

Management

For

For

1.4

Elect Director Beatrice Hamza Bassey

Management

For

For


     

1.5

Elect Director William W. Helman, IV

Management

For

For

1.6

Elect Director David M. Mandelbaum

Management

For

Withhold

1.7

Elect Director Raymond J. McGuire

Management

For

For

1.8

Elect Director Mandakini Puri

Management

For

For

1.9

Elect Director Daniel R. Tisch

Management

For

For

1.10

Elect Director Russell B. Wight, 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

Against

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

5

Approve Omnibus Stock Plan

Management

For

Against

     

 

VOYA FINANCIAL, INC.
Meeting Date:  MAY 25, 2023
Record Date:  MAR 29, 2023
Meeting Type:  ANNUAL

Ticker:  VOYA
Security ID:  929089100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Lynne Biggar

Management

For

For

1b

Elect Director Stephen Bowman

Management

For

For

1c

Elect Director Yvette S. Butler

Management

For

For

1d

Elect Director Jane P. Chwick

Management

For

For

1e

Elect Director Kathleen DeRose

Management

For

For

1f

Elect Director Hikmet Ersek

Management

For

For

1g

Elect Director Ruth Ann M. Gillis

Management

For

For

1h

Elect Director Heather Lavallee

Management

For

For

1i

Elect Director Aylwin B. Lewis

Management

For

For

1j

Elect Director Rodney O. Martin, Jr.

Management

For

For

1k

Elect Director Joseph V. Tripodi

Management

For

For

1l

Elect Director David Zwiener

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

 

 

WELLS FARGO & COMPANY
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL


     

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

For

8

Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets

Shareholder

Against

For

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

For

11

Adopt Policy on Freedom of Association and Collective Bargaining

Shareholder

Against

For

 

 

WESTERN DIGITAL CORPORATION
Meeting Date:  NOV 16, 2022
Record Date:  SEP 19, 2022
Meeting Type:  ANNUAL

Ticker:  WDC


     

Security ID:  958102105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Kimberly E. Alexy

Management

For

For

1b

Elect Director Thomas H. Caulfield

Management

For

For

1c

Elect Director Martin I. Cole

Management

For

For

1d

Elect Director Tunc Doluca

Management

For

For

1e

Elect Director David V. Goeckeler

Management

For

For

1f

Elect Director Matthew E. Massengill

Management

For

For

1g

Elect Director Stephanie A. Streeter

Management

For

For

1h

Elect Director Miyuki Suzuki

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Amend Omnibus Stock Plan

Management

For

For

4

Amend Qualified Employee Stock Purchase Plan

Management

For

For

5

Ratify KPMG LLP as Auditors

Management

For

For

     

 

WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  WTW
Security ID:  G96629103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Dame Inga Beale

Management

For

For

1b

Elect Director Fumbi Chima

Management

For

For

1c

Elect Director Stephen Chipman

Management

For

For

1d

Elect Director Michael Hammond

Management

For

For

1e

Elect Director Carl Hess

Management

For

For

1f

Elect Director Jacqueline Hunt

Management

For

For

1g

Elect Director Paul Reilly

Management

For

For

1h

Elect Director Michelle Swanback

Management

For

For

1i

Elect Director Paul Thomas

Management

For

For

1j

Elect Director Fredric Tomczyk

Management

For

For

2

Ratify the Appointment of Deloitte & Touche LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the Board to Fix Their Remuneration

Management

For

For

3

Advisory Vote to Ratify Named Executive

Management

For

For


     
 

Officers' Compensation

   

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

5

Renew the Board's Authority to Issue Shares Under Irish Law

Management

For

For

6

Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights

Management

For

For


Franklin Mutual Shares Fund

     

 

ACTIVISION BLIZZARD, INC.
Meeting Date:  JUN 21, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL

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

For

6

Adopt Policy on Freedom of Association and Collective Bargaining

Shareholder

Against

For

7

Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn

Shareholder

None

None


     

 

ALCOA CORPORATION
Meeting Date:  MAY 05, 2023
Record Date:  MAR 08, 2023
Meeting Type:  ANNUAL

Ticker:  AA
Security ID:  013872106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Steven W. Williams

Management

For

For

1b

Elect Director Mary Anne Citrino

Management

For

For

1c

Elect Director Pasquale (Pat) Fiore

Management

For

For

1d

Elect Director Thomas J. Gorman

Management

For

For

1e

Elect Director Roy C. Harvey

Management

For

For

1f

Elect Director James A. Hughes

Management

For

For

1g

Elect Director Carol L. Roberts

Management

For

For

1h

Elect Director Jackson (Jackie) P. Roberts

Management

For

For

1i

Elect Director Ernesto Zedillo

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

     

 

ASHLAND INC.
Meeting Date:  JAN 24, 2023
Record Date:  DEC 01, 2022
Meeting Type:  ANNUAL

Ticker:  ASH
Security ID:  044186104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Steven D. Bishop

Management

For

For

1.2

Elect Director Brendan M. Cummins

Management

For

For

1.3

Elect Director Suzan F. Harrison

Management

For

For

1.4

Elect Director Jay V. Ihlenfeld

Management

For

For

1.5

Elect Director Wetteny Joseph

Management

For

For

1.6

Elect Director Susan L. Main

Management

For

For

1.7

Elect Director Guillermo Novo

Management

For

For


     

1.8

Elect Director Jerome A. Peribere

Management

For

For

1.9

Elect Director Janice J. Teal

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

     

 

BANK OF AMERICA CORPORATION
Meeting Date:  APR 25, 2023
Record Date:  MAR 01, 2023
Meeting Type:  ANNUAL

Ticker:  BAC
Security ID:  060505104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Sharon L. Allen

Management

For

For

1b

Elect Director Jose (Joe) E. Almeida

Management

For

For

1c

Elect Director Frank P. Bramble, Sr.

Management

For

For

1d

Elect Director Pierre J.P. de Weck

Management

For

For

1e

Elect Director Arnold W. Donald

Management

For

For

1f

Elect Director Linda P. Hudson

Management

For

For

1g

Elect Director Monica C. Lozano

Management

For

For

1h

Elect Director Brian T. Moynihan

Management

For

For

1i

Elect Director Lionel L. Nowell, III

Management

For

For

1j

Elect Director Denise L. Ramos

Management

For

For

1k

Elect Director Clayton S. Rose

Management

For

For

1l

Elect Director Michael D. White

Management

For

For

1m

Elect Director Thomas D. Woods

Management

For

For

1n

Elect Director Maria T. Zuber

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

5

Amend Omnibus Stock Plan

Management

For

For

6

Require Independent Board Chair

Shareholder

Against

For

7

Submit Severance Agreement (Change-in-Control) to Shareholder Vote

Shareholder

Against

Against


     

8

Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting

Shareholder

Against

Against

9

Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets

Shareholder

Against

For

10

Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development

Shareholder

Against

Against

11

Commission Third Party Racial Equity Audit

Shareholder

Against

For

     

 

BLACKROCK, INC.
Meeting Date:  MAY 24, 2023
Record Date:  MAR 30, 2023
Meeting Type:  ANNUAL

Ticker:  BLK
Security ID:  09247X101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Bader M. Alsaad

Management

For

For

1b

Elect Director Pamela Daley

Management

For

For

1c

Elect Director Laurence D. Fink

Management

For

For

1d

Elect Director William E. Ford

Management

For

For

1e

Elect Director Fabrizio Freda

Management

For

For

1f

Elect Director Murry S. Gerber

Management

For

For

1g

Elect Director Margaret "Peggy" L. Johnson

Management

For

For

1h

Elect Director Robert S. Kapito

Management

For

For

1i

Elect Director Cheryl D. Mills

Management

For

For

1j

Elect Director Gordon M. Nixon

Management

For

For

1k

Elect Director Kristin C. Peck

Management

For

For

1l

Elect Director Charles H. Robbins

Management

For

For

1m

Elect Director Marco Antonio Slim Domit

Management

For

For

1n

Elect Director Hans E. Vestberg

Management

For

For

1o

Elect Director Susan L. Wagner

Management

For

For

1p

Elect Director Mark 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

5

Report on Third-Party Civil Rights Audit

Shareholder

Against

Against


     

6

Report on Ability to Engineer Decarbonization in the Real Economy

Shareholder

Against

Against

7

Report on Societal Impacts of Aerospace & Defense Industry ETF

Shareholder

Against

Against

     

 

BP PLC
Meeting Date:  APR 27, 2023
Record Date:  APR 25, 2023
Meeting Type:  ANNUAL

Ticker:  BP
Security ID:  G12793108

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

Re-elect Helge Lund as Director

Management

For

For

5

Re-elect Bernard Looney as Director

Management

For

For

6

Re-elect Murray Auchincloss as Director

Management

For

For

7

Re-elect Paula Reynolds as Director

Management

For

For

8

Re-elect Melody Meyer as Director

Management

For

For

9

Re-elect Tushar Morzaria as Director

Management

For

For

10

Re-elect Sir John Sawers as Director

Management

For

For

11

Re-elect Pamela Daley as Director

Management

For

For

12

Re-elect Karen Richardson as Director

Management

For

For

13

Re-elect Johannes Teyssen as Director

Management

For

For

14

Elect Amanda Blanc as Director

Management

For

For

15

Elect Satish Pai as Director

Management

For

For

16

Elect Hina Nagarajan as Director

Management

For

For

17

Reappoint Deloitte LLP as Auditors

Management

For

For

18

Authorise the Audit Committee to Fix Remuneration of Auditors

Management

For

For

19

Authorise UK Political Donations and Expenditure

Management

For

For

20

Authorise Issue of Equity

Management

For

For

21

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

22

Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

Management

For

For


     

23

Authorise Market Purchase of Ordinary Shares

Management

For

For

24

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

25

Approve Shareholder Resolution on Climate Change Targets

Shareholder

Against

Against

     

 

BREAD FINANCIAL HOLDINGS, INC.
Meeting Date:  MAY 16, 2023
Record Date:  MAR 23, 2023
Meeting Type:  ANNUAL

Ticker:  BFH
Security ID:  018581108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Ralph J. Andretta

Management

For

For

1.2

Elect Director Roger H. Ballou

Management

For

For

1.3

Elect Director John C. Gerspach, Jr.

Management

For

For

1.4

Elect Director Rajesh Natarajan

Management

For

For

1.5

Elect Director Timothy J. Theriault

Management

For

For

1.6

Elect Director Laurie A. Tucker

Management

For

For

1.7

Elect Director Sharen J. Turney

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

     

 

BRITISH AMERICAN TOBACCO PLC
Meeting Date:  APR 19, 2023
Record Date:  APR 17, 2023
Meeting Type:  ANNUAL

Ticker:  BATS
Security ID:  G1510J102

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

Reappoint KPMG LLP as Auditors

Management

For

For

4

Authorise Audit Committee to Fix Remuneration of Auditors

Management

For

For

5

Re-elect Luc Jobin as Director

Management

For

For


     

6

Re-elect Jack Bowles as Director

Management

For

For

7

Re-elect Tadeu Marroco as Director

Management

For

For

8

Re-elect Kandy Anand as Director

Management

For

For

9

Re-elect Sue Farr as Director

Management

For

For

10

Re-elect Karen Guerra as Director

Management

For

For

11

Re-elect Holly Keller Koeppel as Director

Management

For

For

12

Re-elect Dimitri Panayotopoulos as Director

Management

For

For

13

Re-elect Darrell Thomas as Director

Management

For

For

14

Elect Veronique Laury as Director

Management

For

For

15

Authorise UK Political Donations and Expenditure

Management

For

For

16

Authorise Issue of Equity

Management

For

For

17

Authorise Issue of Equity without Pre-emptive Rights

Management

For

For

18

Authorise Market Purchase of Ordinary Shares

Management

For

For

19

Authorise the Company to Call General Meeting with Two Weeks' Notice

Management

For

For

20

Adopt New Articles of Association

Management

For

For

     

 

BRIXMOR PROPERTY GROUP INC.
Meeting Date:  APR 26, 2023
Record Date:  FEB 09, 2023
Meeting Type:  ANNUAL

Ticker:  BRX
Security ID:  11120U105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director James M. Taylor, Jr.

Management

For

For

1.2

Elect Director Michael Berman

Management

For

For

1.3

Elect Director Julie Bowerman

Management

For

For

1.4

Elect Director Sheryl M. Crosland

Management

For

For

1.5

Elect Director Thomas W. Dickson

Management

For

For

1.6

Elect Director Daniel B. Hurwitz

Management

For

For

1.7

Elect Director Sandra A. J. Lawrence

Management

For

For

1.8

Elect Director William D. Rahm

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

 

 

CAPITAL ONE FINANCIAL CORPORATION


     

Meeting Date:  MAY 04, 2023
Record Date:  MAR 08, 2023
Meeting Type:  ANNUAL

Ticker:  COF
Security ID:  14040H105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Richard D. Fairbank

Management

For

For

1b

Elect Director Ime Archibong

Management

For

For

1c

Elect Director Christine Detrick

Management

For

For

1d

Elect Director Ann Fritz Hackett

Management

For

For

1e

Elect Director Peter Thomas Killalea

Management

For

For

1f

Elect Director Cornelis "Eli" Leenaars

Management

For

For

1g

Elect Director Francois Locoh-Donou

Management

For

For

1h

Elect Director Peter E. Raskind

Management

For

For

1i

Elect Director Eileen Serra

Management

For

For

1j

Elect Director Mayo A. Shattuck, III

Management

For

For

1k

Elect Director Bradford H. Warner

Management

For

For

1l

Elect Director Craig Anthony Williams

Management

For

For

2

Eliminate Supermajority Vote Requirement

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

Amend Omnibus Stock Plan

Management

For

For

6

Ratify Ernst & Young LLP as Auditors

Management

For

For

7

Adopt Simple Majority Vote

Shareholder

Against

For

8

Report on Board Oversight of Risks Related to Discrimination

Shareholder

Against

Against

9

Disclose Board Skills and Diversity Matrix

Shareholder

Against

Against

     

 

CBRE GROUP, INC.
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  CBRE
Security ID:  12504L109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Brandon B. Boze

Management

For

For

1b

Elect Director Beth F. Cobert

Management

For

For


     

1c

Elect Director Reginald H. Gilyard

Management

For

For

1d

Elect Director Shira D. Goodman

Management

For

For

1e

Elect Director E.M. Blake Hutcheson

Management

For

For

1f

Elect Director Christopher T. Jenny

Management

For

For

1g

Elect Director Gerardo I. Lopez

Management

For

For

1h

Elect Director Susan Meaney

Management

For

For

1i

Elect Director Oscar Munoz

Management

For

For

1j

Elect Director Robert E. Sulentic

Management

For

For

1k

Elect Director Sanjiv Yajnik

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

Adopt Share Retention Policy For Senior Executives

Shareholder

Against

Against

     

 

CHARTER COMMUNICATIONS, INC.
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

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

For

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

For

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

For

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

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against


     

3

Advisory Vote on Say on Pay Frequency

Management

Three Years

One Year

4

Ratify KPMG LLP as Auditors

Management

For

For

5

Report on Lobbying Payments and Policy

Shareholder

Against

For

     

 

CHEVRON CORPORATION
Meeting Date:  MAY 31, 2023
Record Date:  APR 03, 2023
Meeting Type:  ANNUAL

Ticker:  CVX
Security ID:  166764100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Wanda M. Austin

Management

For

Against

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

Against

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

For

     

 

COMCAST CORPORATION
Meeting Date:  JUN 07, 2023
Record Date:  APR 03, 2023
Meeting Type:  ANNUAL

Ticker:  CMCSA
Security ID:  20030N101

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Kenneth J. Bacon

Management

For

Withhold

1.2

Elect Director Thomas J. Baltimore, Jr.

Management

For

Withhold

1.3

Elect Director Madeline S. Bell

Management

For

Withhold

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

Withhold

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

Against

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

 

 


     

CVS HEALTH CORPORATION
Meeting Date:  MAY 18, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  CVS
Security ID:  126650100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Fernando Aguirre

Management

For

For

1b

Elect Director Jeffrey R. Balser

Management

For

For

1c

Elect Director C. David Brown, II

Management

For

For

1d

Elect Director Alecia A. DeCoudreaux

Management

For

For

1e

Elect Director Nancy-Ann M. DeParle

Management

For

For

1f

Elect Director Roger N. Farah

Management

For

For

1g

Elect Director Anne M. Finucane

Management

For

For

1h

Elect Director Edward J. Ludwig

Management

For

For

1i

Elect Director Karen S. Lynch

Management

For

For

1j

Elect Director Jean-Pierre Millon

Management

For

For

1k

Elect Director Mary L. Schapiro

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

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

For

7

Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders

Shareholder

Against

Against

8

Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining Rights

Shareholder

Against

Against

9

Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company

Shareholder

Against

Against

 

 

D.R. HORTON, INC.
Meeting Date:  JAN 18, 2023
Record Date:  NOV 30, 2022
Meeting Type:  ANNUAL

Ticker:  DHI
Security ID:  23331A109


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Donald R. Horton

Management

For

For

1b

Elect Director Barbara K. Allen

Management

For

For

1c

Elect Director Brad S. Anderson

Management

For

For

1d

Elect Director Michael R. Buchanan

Management

For

For

1e

Elect Director Benjamin S. Carson, Sr.

Management

For

For

1f

Elect Director Maribess L. Miller

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

     

 

ELANCO ANIMAL HEALTH INCORPORATED
Meeting Date:  MAY 18, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  ELAN
Security ID:  28414H103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Michael J. Harrington

Management

For

Against

1b

Elect Director R. David Hoover

Management

For

Against

1c

Elect Director Deborah T. Kochevar

Management

For

Against

1d

Elect Director Kirk P. McDonald

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

Amend Qualified Employee Stock Purchase Plan

Management

For

For

5

Amend Omnibus Stock Plan

Management

For

For

     

 

ELEVANCE HEALTH, INC.
Meeting Date:  MAY 10, 2023
Record Date:  MAR 17, 2023
Meeting Type:  ANNUAL

Ticker:  ELV
Security ID:  036752103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Gail K. Boudreaux

Management

For

For

1.2

Elect Director R. Kerry Clark

Management

For

For

1.3

Elect Director Robert L. Dixon, Jr.

Management

For

For


     

1.4

Elect Director Deanna D. Strable

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify Ernst & Young LLP as Auditors

Management

For

For

5

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

6

Annually Report Third Party Political Contributions

Shareholder

Against

Against

     

 

ELI LILLY AND COMPANY
Meeting Date:  MAY 01, 2023
Record Date:  FEB 21, 2023
Meeting Type:  ANNUAL

Ticker:  LLY
Security ID:  532457108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director William G. Kaelin, Jr.

Management

For

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

For

8

Adopt Simple Majority Vote

Shareholder

Against

Against

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

Against

13

Adopt Policy to Require Third-Party

Shareholder

Against

Against


     
 

Organizations to Annually Report Expenditures for Political Activities

   
     

 

EVEREST RE GROUP, LTD.
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

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

     

 

FIRST HORIZON CORPORATION
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

Ticker:  FHN
Security ID:  320517105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Harry V. Barton, Jr.

Management

For

For

1.2

Elect Director John N. Casbon

Management

For

For

1.3

Elect Director John C. Compton

Management

For

For

1.4

Elect Director Wendy P. Davidson

Management

For

For

1.5

Elect Director William H. Fenstermaker

Management

For

For


     

1.6

Elect Director D. Bryan Jordan

Management

For

For

1.7

Elect Director J. Michael Kemp, Sr.

Management

For

For

1.8

Elect Director Rick E. Maples

Management

For

For

1.9

Elect Director Vicki R. Palmer

Management

For

For

1.10

Elect Director Colin V. Reed

Management

For

For

1.11

Elect Director E. Stewart Shea, III

Management

For

For

1.12

Elect Director Cecelia D. Stewart

Management

For

For

1.13

Elect Director Rosa Sugranes

Management

For

For

1.14

Elect Director R. Eugene 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

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

FISERV, INC.
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

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

For

 

 

FLEX LTD.
Meeting Date:  AUG 25, 2022
Record Date:  JUN 27, 2022


     

Meeting Type:  ANNUAL

Ticker:  FLEX
Security ID:  Y2573F102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Revathi Advaithi

Management

For

For

1b

Elect Director Michael D. Capellas

Management

For

For

1c

Elect Director John D. Harris, II

Management

For

For

1d

Elect Director Michael E. Hurlston

Management

For

For

1e

Elect Director Erin L. McSweeney

Management

For

For

1f

Elect Director Marc A. Onetto

Management

For

For

1g

Elect Director Charles K. Stevens, III

Management

For

For

1h

Elect Director Lay Koon Tan

Management

For

For

1i

Elect Director Patrick J. Ward

Management

For

For

1j

Elect Director William D. Watkins

Management

For

For

2

Approve Deloitte & Touche 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

Approve Issuance of Shares without Preemptive Rights

Management

For

For

5

Authorize Share Repurchase Program

Management

For

For

     

 

GENERAL MOTORS COMPANY
Meeting Date:  JUN 20, 2023
Record Date:  APR 21, 2023
Meeting Type:  ANNUAL

Ticker:  GM
Security ID:  37045V100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

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

For

7

Report on Setting Sustainable Sourcing Targets

Shareholder

Against

Against

     

 

GLOBAL PAYMENTS INC.
Meeting Date:  APR 27, 2023
Record Date:  MAR 03, 2023
Meeting Type:  ANNUAL

Ticker:  GPN
Security ID:  37940X102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

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

For

 

 


     

GSK PLC
Meeting Date:  MAY 03, 2023
Record Date:  APR 28, 2023
Meeting Type:  ANNUAL

Ticker:  GSK
Security ID:  G3910J179

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


     

 

HUMANA INC.
Meeting Date:  APR 20, 2023
Record Date:  FEB 28, 2023
Meeting Type:  ANNUAL

Ticker:  HUM
Security ID:  444859102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Raquel C. Bono

Management

For

For

1b

Elect Director Bruce D. Broussard

Management

For

For

1c

Elect Director Frank A. D'Amelio

Management

For

For

1d

Elect Director David T. Feinberg

Management

For

For

1e

Elect Director Wayne A. I. Frederick

Management

For

For

1f

Elect Director John W. Garratt

Management

For

For

1g

Elect Director Kurt J. Hilzinger

Management

For

For

1h

Elect Director Karen W. Katz

Management

For

For

1i

Elect Director Marcy S. Klevorn

Management

For

For

1j

Elect Director William J. McDonald

Management

For

For

1k

Elect Director Jorge S. Mesquita

Management

For

For

1l

Elect Director Brad D. Smith

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

INTERNATIONAL PAPER COMPANY
Meeting Date:  MAY 08, 2023
Record Date:  MAR 09, 2023
Meeting Type:  ANNUAL

Ticker:  IP
Security ID:  460146103

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Christopher M. Connor

Management

For

For

1b

Elect Director Ahmet C. Dorduncu

Management

For

For

1c

Elect Director Ilene S. Gordon

Management

For

Against

1d

Elect Director Anders Gustafsson

Management

For

For

1e

Elect Director Jacqueline C. Hinman

Management

For

For

1f

Elect Director Clinton A. Lewis, Jr.

Management

For

For


     

1g

Elect Director Donald G. (DG) Macpherson

Management

For

For

1h

Elect Director Kathryn D. Sullivan

Management

For

For

1i

Elect Director Mark S. Sutton

Management

For

For

1j

Elect Director Anton V. Vincent

Management

For

For

1k

Elect Director Ray G. Young

Management

For

For

2

Ratify Deloitte & Touche LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

5

Require Independent Board Chair

Shareholder

Against

For

6

Report on Risks Related to Operations in China

Shareholder

Against

Against

     

 

JOHNSON CONTROLS INTERNATIONAL PLC
Meeting Date:  MAR 08, 2023
Record Date:  JAN 05, 2023
Meeting Type:  ANNUAL

Ticker:  JCI
Security ID:  G51502105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

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

Management

For

For


     
 

Treasury Shares

   

5

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

6

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

7

Approve the Directors' Authority to Allot Shares

Management

For

For

8

Approve the Disapplication of Statutory Pre-Emption Rights

Management

For

For

     

 

JPMORGAN CHASE & CO.
Meeting Date:  MAY 16, 2023
Record Date:  MAR 17, 2023
Meeting Type:  ANNUAL

Ticker:  JPM
Security ID:  46625H100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Linda B. Bammann

Management

For

For

1b

Elect Director Stephen B. Burke

Management

For

For

1c

Elect Director Todd A. Combs

Management

For

For

1d

Elect Director James S. Crown

Management

For

For

1e

Elect Director Alicia Boler Davis

Management

For

For

1f

Elect Director James Dimon

Management

For

For

1g

Elect Director Timothy P. Flynn

Management

For

For

1h

Elect Director Alex Gorsky

Management

For

For

1i

Elect Director Mellody Hobson

Management

For

For

1j

Elect Director Michael A. Neal

Management

For

For

1k

Elect Director Phebe N. Novakovic

Management

For

For

1l

Elect Director Virginia M. Rometty

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

5

Require Independent Board Chair

Shareholder

Against

For

6

Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development

Shareholder

Against

Against

7

Amend Public Responsibility Committee

Shareholder

Against

Against


     
 

Charter to Include Animal Welfare

   

8

Reduce Ownership Threshold for Shareholders to Call Special Meeting

Shareholder

Against

For

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

For

12

Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting

Shareholder

Against

Against

     

 

KBR, INC.
Meeting Date:  MAY 17, 2023
Record Date:  MAR 22, 2023
Meeting Type:  ANNUAL

Ticker:  KBR
Security ID:  48242W106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Mark E. Baldwin

Management

For

For

1b

Elect Director Stuart J. B. Bradie

Management

For

For

1c

Elect Director Lynn A. Dugle

Management

For

For

1d

Elect Director Lester L. Lyles

Management

For

For

1e

Elect Director John A. Manzoni

Management

For

For

1f

Elect Director Wendy M. Masiello

Management

For

For

1g

Elect Director Jack B. Moore

Management

For

For

1h

Elect Director Ann D. Pickard

Management

For

For

1i

Elect Director Carlos A. Sabater

Management

For

For

1j

Elect Director Vincent R. Stewart *Withdrawn Resolution*

Management

None

None

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify KPMG LLP as Auditors

Management

For

For

 

 

LIFE STORAGE, INC.
Meeting Date:  MAY 18, 2023
Record Date:  APR 10, 2023
Meeting Type:  ANNUAL


     

Ticker:  LSI
Security ID:  53223X107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Mark G. Barberio

Management

For

For

1b

Elect Director Joseph V. Saffire

Management

For

For

1c

Elect Director Stephen R. Rusmisel

Management

For

For

1d

Elect Director Arthur L. Havener, Jr.

Management

For

For

1e

Elect Director Dana Hamilton

Management

For

For

1f

Elect Director Edward J. Pettinella

Management

For

For

1g

Elect Director David L. Rogers

Management

For

For

1h

Elect Director Susan Harnett

Management

For

For

2

Ratify Ernst & Young LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

     

 

MEDTRONIC PLC
Meeting Date:  DEC 08, 2022
Record Date:  OCT 11, 2022
Meeting Type:  ANNUAL

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

Management

For

For


     
 

Officers' Compensation

   

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

     

 

MERCK & CO., INC.
Meeting Date:  MAY 23, 2023
Record Date:  MAR 24, 2023
Meeting Type:  ANNUAL

Ticker:  MRK
Security ID:  58933Y105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Douglas M. Baker, Jr.

Management

For

For

1b

Elect Director Mary Ellen Coe

Management

For

For

1c

Elect Director Pamela J. Craig

Management

For

For

1d

Elect Director Robert M. Davis

Management

For

For

1e

Elect Director Thomas H. Glocer

Management

For

For

1f

Elect Director Risa J. Lavizzo-Mourey

Management

For

For

1g

Elect Director Stephen L. Mayo

Management

For

For

1h

Elect Director Paul B. Rothman

Management

For

For

1i

Elect Director Patricia F. Russo

Management

For

For

1j

Elect Director Christine E. Seidman

Management

For

For

1k

Elect Director Inge G. Thulin

Management

For

For

1l

Elect Director Kathy J. Warden

Management

For

For

1m

Elect Director Peter C. Wendell

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

5

Report on Risks Related to Operations in China

Shareholder

Against

Against

6

Report on Access to COVID-19 Products

Shareholder

Against

Against

7

Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities

Shareholder

Against

Against


     

8

Report on Impact of Extended Patent Exclusivities on Product Access

Shareholder

Against

Against

9

Publish a Congruency Report of Partnerships with Globalist Organizations

Shareholder

Against

Against

10

Require Independent Board Chair

Shareholder

Against

For

     

 

META PLATFORMS, INC.
Meeting Date:  MAY 31, 2023
Record Date:  APR 06, 2023
Meeting Type:  ANNUAL

Ticker:  META
Security ID:  30303M102

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Peggy Alford

Management

For

Withhold

1.2

Elect Director Marc L. Andreessen

Management

For

Withhold

1.3

Elect Director Andrew W. Houston

Management

For

Withhold

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

Withhold

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

For

7

Report on Allegations of Political Entanglement and Content Management Biases in India

Shareholder

Against

Against

8

Report on Framework to Assess Company Lobbying Alignment with Climate Goals

Shareholder

Against

Against

9

Report on Data Privacy regarding Reproductive Healthcare

Shareholder

Against

Against

10

Report on Enforcement of Community Standards and User Content

Shareholder

Against

Against

11

Report on Child Safety and Harm

Shareholder

Against

For


     
 

Reduction

   

12

Report on Executive Pay Calibration to Externalized Costs

Shareholder

Against

For

13

Commission Independent Review of Audit & Risk Oversight Committee

Shareholder

Against

Against

     

 

NORTONLIFELOCK INC.
Meeting Date:  SEP 13, 2022
Record Date:  JUL 18, 2022
Meeting Type:  ANNUAL

Ticker:  NLOK
Security ID:  668771108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Susan P. Barsamian

Management

For

For

1b

Elect Director Eric K. Brandt

Management

For

For

1c

Elect Director Frank E. Dangeard

Management

For

For

1d

Elect Director Nora M. Denzel

Management

For

For

1e

Elect Director Peter A. Feld

Management

For

For

1f

Elect Director Emily Heath

Management

For

For

1g

Elect Director Vincent Pilette

Management

For

For

1h

Elect Director Sherrese M. Smith

Management

For

For

2

Ratify KPMG LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Amend Omnibus Stock Plan

Management

For

For

5

Submit Severance Agreement (Change-in-Control) to Shareholder Vote

Shareholder

Against

Against

     

 

NOVARTIS AG
Meeting Date:  MAR 07, 2023
Record Date:  JAN 24, 2023
Meeting Type:  ANNUAL

Ticker:  NOVN
Security ID:  66987V109

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1

Accept Financial Statements and Statutory Reports

Management

For

For

2

Approve Discharge of Board and Senior Management

Management

For

For

3

Approve Allocation of Income and Dividends of CHF 3.20 per Share

Management

For

For


     

4

Approve CHF 63.1 Million Reduction in Share Capital via Cancellation of Repurchased Shares

Management

For

For

5

Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital

Management

For

For

6.1

Amend Articles Re: Electronic Participation; Virtual-Only Shareholder Meetings

Management

For

For

6.2

Amend Articles of Association

Management

For

For

6.3

Amend Articles of Association

Management

For

For

7.1

Approve Remuneration of Directors in the Amount of CHF 8.8 Million

Management

For

For

7.2

Approve Maximum Remuneration of Executive Committee in the Amount of CHF 90 Million

Management

For

For

7.3

Approve Remuneration Report

Management

For

For

8.1

Reelect Joerg Reinhardt as Director and Board Chair

Management

For

For

8.2

Reelect Nancy Andrews as Director

Management

For

For

8.3

Reelect Ton Buechner as Director

Management

For

For

8.4

Reelect Patrice Bula as Director

Management

For

For

8.5

Reelect Elizabeth Doherty as Director

Management

For

For

8.6

Reelect Bridgette Heller as Director

Management

For

For

8.7

Reelect Daniel Hochstrasser as Director

Management

For

For

8.8

Reelect Frans van Houten as Director

Management

For

For

8.9

Reelect Simon Moroney as Director

Management

For

For

8.10

Reelect Ana de Pro Gonzalo as Director

Management

For

For

8.11

Reelect Charles Sawyers as Director

Management

For

For

8.12

Reelect William Winters as Director

Management

For

For

8.13

Elect John Young as Director

Management

For

For

9.1

Reappoint Patrice Bula as Member of the Compensation Committee

Management

For

For

9.2

Reappoint Bridgette Heller as Member of the Compensation Committee

Management

For

For

9.3

Reappoint Simon Moroney as Member of the Compensation Committee

Management

For

For

9.4

Reappoint William Winters as Member of the Compensation Committee

Management

For

For

10

Ratify KPMG AG as Auditors

Management

For

For

11

Designate Peter Zahn as Independent Proxy

Management

For

For


     

12

Transact Other Business (Voting)

Management

For

Against

     

 

ORACLE CORPORATION
Meeting Date:  NOV 16, 2022
Record Date:  SEP 19, 2022
Meeting Type:  ANNUAL

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

Withhold

1.5

Elect Director Bruce R. Chizen

Management

For

For

1.6

Elect Director George H. Conrades

Management

For

Withhold

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

Withhold

1.12

Elect Director Leon E. Panetta

Management

For

Withhold

1.13

Elect Director William G. Parrett

Management

For

For

1.14

Elect Director Naomi O. Seligman

Management

For

Withhold

1.15

Elect Director Vishal Sikka

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

     

 

PARKER-HANNIFIN CORPORATION
Meeting Date:  OCT 26, 2022
Record Date:  SEP 02, 2022
Meeting Type:  ANNUAL

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

     

 

SCHLUMBERGER N.V.
Meeting Date:  APR 05, 2023
Record Date:  FEB 08, 2023
Meeting Type:  ANNUAL

Ticker:  SLB
Security ID:  806857108

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Peter Coleman

Management

For

For

1.2

Elect Director Patrick de La Chevardiere

Management

For

For

1.3

Elect Director Miguel Galuccio

Management

For

For

1.4

Elect Director Olivier Le Peuch

Management

For

For

1.5

Elect Director Samuel Leupold

Management

For

For

1.6

Elect Director Tatiana Mitrova

Management

For

For

1.7

Elect Director Maria Moraeus Hanssen

Management

For

For

1.8

Elect Director Vanitha Narayanan

Management

For

For

1.9

Elect Director Mark Papa

Management

For

Against

1.10

Elect Director Jeff Sheets

Management

For

For

1.11

Elect Director Ulrich Spiesshofer

Management

For

For

2

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Adopt and Approve Financials and Dividends

Management

For

For

5

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

 

 

SS&C TECHNOLOGIES HOLDINGS, INC.


     

Meeting Date:  MAY 17, 2023
Record Date:  MAR 21, 2023
Meeting Type:  ANNUAL

Ticker:  SSNC
Security ID:  78467J100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Normand A. Boulanger

Management

For

For

1b

Elect Director David A. Varsano

Management

For

Against

1c

Elect Director Michael J. Zamkow

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Advisory Vote on Say on Pay Frequency

Management

One Year

One Year

4

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

5

Approve Omnibus Stock Plan

Management

For

Against

     

 

T-MOBILE US, INC.
Meeting Date:  JUN 16, 2023
Record Date:  APR 17, 2023
Meeting Type:  ANNUAL

Ticker:  TMUS
Security ID:  872590104

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Andre Almeida

Management

For

For

1.2

Elect Director Marcelo Claure

Management

For

For

1.3

Elect Director Srikant M. Datar

Management

For

For

1.4

Elect Director Srinivasan Gopalan

Management

For

For

1.5

Elect Director Timotheus Hottges

Management

For

For

1.6

Elect Director Christian P. Illek

Management

For

For

1.7

Elect Director Raphael Kubler

Management

For

For

1.8

Elect Director Thorsten Langheim

Management

For

For

1.9

Elect Director Dominique Leroy

Management

For

For

1.10

Elect Director Letitia A. Long

Management

For

For

1.11

Elect Director G. Michael Sievert

Management

For

For

1.12

Elect Director Teresa A. Taylor

Management

For

Withhold

1.13

Elect Director Kelvin R. Westbrook

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

Three Years

One Year

5

Approve Omnibus Stock Plan

Management

For

For

6

Amend Qualified Employee Stock Purchase Plan

Management

For

For

     

 

TAPESTRY, INC.
Meeting Date:  NOV 15, 2022
Record Date:  SEP 19, 2022
Meeting Type:  ANNUAL

Ticker:  TPR
Security ID:  876030107

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director John P. Bilbrey

Management

For

For

1b

Elect Director Darrell Cavens

Management

For

For

1c

Elect Director Joanne Crevoiserat

Management

For

For

1d

Elect Director David Denton

Management

For

For

1e

Elect Director Johanna (Hanneke) Faber

Management

For

For

1f

Elect Director Anne Gates

Management

For

For

1g

Elect Director Thomas Greco

Management

For

For

1h

Elect Director Pamela Lifford

Management

For

For

1i

Elect Director Annabelle Yu Long

Management

For

For

1j

Elect Director Ivan Menezes

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 KRAFT HEINZ COMPANY
Meeting Date:  MAY 04, 2023
Record Date:  MAR 06, 2023
Meeting Type:  ANNUAL

Ticker:  KHC
Security ID:  500754106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Gregory E. Abel

Management

For

For

1b

Elect Director Humberto P. Alfonso

Management

For

For

1c

Elect Director John T. Cahill

Management

For

For

1d

Elect Director Lori Dickerson Fouche

Management

For

For

1e

Elect Director Diane Gherson

Management

For

For

1f

Elect Director Timothy Kenesey

Management

For

For


     

1g

Elect Director Alicia Knapp

Management

For

For

1h

Elect Director Elio Leoni Sceti

Management

For

For

1i

Elect Director Susan Mulder

Management

For

For

1j

Elect Director James Park

Management

For

For

1k

Elect Director Miguel Patricio

Management

For

For

1l

Elect Director John C. Pope

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

Adopt Simple Majority Vote

Shareholder

Against

For

5

Report on Supply Chain Water Risk Exposure

Shareholder

Against

Against

6

Commission a Civil Rights and Non-Discrimination Audit

Shareholder

Against

Against

     

 

THE WALT DISNEY COMPANY
Meeting Date:  APR 03, 2023
Record Date:  FEB 08, 2023
Meeting Type:  ANNUAL

Ticker:  DIS
Security ID:  254687106

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Mary T. Barra

Management

For

For

1b

Elect Director Safra A. Catz

Management

For

For

1c

Elect Director Amy L. Chang

Management

For

For

1d

Elect Director Francis A. deSouza

Management

For

For

1e

Elect Director Carolyn N. Everson

Management

For

For

1f

Elect Director Michael B.G. Froman

Management

For

For

1g

Elect Director Robert A. Iger

Management

For

For

1h

Elect Director Maria Elena Lagomasino

Management

For

For

1i

Elect Director Calvin R. McDonald

Management

For

For

1j

Elect Director Mark G. Parker

Management

For

For

1k

Elect Director Derica W. Rice

Management

For

For

2

Ratify PricewaterhouseCoopers LLP as Auditors

Management

For

For

3

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

For

4

Advisory Vote on Say on Pay Frequency

Management

One Year

One


     
    

Year

5

Report on Risks Related to Operations in China

Shareholder

Against

Against

6

Report on Charitable Contributions

Shareholder

Against

Against

7

Report on Political Expenditures

Shareholder

Against

For

     

 

THE WILLIAMS COMPANIES, INC.
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

Ticker:  WMB
Security ID:  969457100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1.1

Elect Director Alan S. Armstrong

Management

For

For

1.2

Elect Director Stephen W. Bergstrom

Management

For

For

1.3

Elect Director Michael A. Creel

Management

For

For

1.4

Elect Director Stacey H. Dore

Management

For

For

1.5

Elect Director Carri A. Lockhart

Management

For

For

1.6

Elect Director Richard E. Muncrief

Management

For

For

1.7

Elect Director Peter A. Ragauss

Management

For

For

1.8

Elect Director Rose M. Robeson

Management

For

For

1.9

Elect Director Scott D. Sheffield

Management

For

For

1.10

Elect Director Murray D. Smith

Management

For

For

1.11

Elect Director William H. Spence

Management

For

For

1.12

Elect Director Jesse J. Tyson

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

     

 

VOYA FINANCIAL, INC.
Meeting Date:  MAY 25, 2023
Record Date:  MAR 29, 2023
Meeting Type:  ANNUAL

Ticker:  VOYA
Security ID:  929089100

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Lynne Biggar

Management

For

For

1b

Elect Director Stephen Bowman

Management

For

For


     

1c

Elect Director Yvette S. Butler

Management

For

For

1d

Elect Director Jane P. Chwick

Management

For

For

1e

Elect Director Kathleen DeRose

Management

For

For

1f

Elect Director Hikmet Ersek

Management

For

For

1g

Elect Director Ruth Ann M. Gillis

Management

For

For

1h

Elect Director Heather Lavallee

Management

For

For

1i

Elect Director Aylwin B. Lewis

Management

For

For

1j

Elect Director Rodney O. Martin, Jr.

Management

For

For

1k

Elect Director Joseph V. Tripodi

Management

For

For

1l

Elect Director David Zwiener

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

     

 

WELLS FARGO & COMPANY
Meeting Date:  APR 25, 2023
Record Date:  FEB 24, 2023
Meeting Type:  ANNUAL

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

For

8

Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets

Shareholder

Against

For

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

For

11

Adopt Policy on Freedom of Association and Collective Bargaining

Shareholder

Against

For

     

 

WESTERN DIGITAL CORPORATION
Meeting Date:  NOV 16, 2022
Record Date:  SEP 19, 2022
Meeting Type:  ANNUAL

Ticker:  WDC
Security ID:  958102105

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Kimberly E. Alexy

Management

For

For

1b

Elect Director Thomas H. Caulfield

Management

For

For

1c

Elect Director Martin I. Cole

Management

For

For

1d

Elect Director Tunc Doluca

Management

For

For

1e

Elect Director David V. Goeckeler

Management

For

For

1f

Elect Director Matthew E. Massengill

Management

For

For

1g

Elect Director Stephanie A. Streeter

Management

For

For

1h

Elect Director Miyuki Suzuki

Management

For

For

2

Advisory Vote to Ratify Named Executive Officers' Compensation

Management

For

Against

3

Amend Omnibus Stock Plan

Management

For

For

4

Amend Qualified Employee Stock Purchase Plan

Management

For

For

5

Ratify KPMG LLP as Auditors

Management

For

For

 

 

WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
Meeting Date:  MAY 17, 2023
Record Date:  MAR 20, 2023
Meeting Type:  ANNUAL

Ticker:  WTW
Security ID:  G96629103


     

Proposal No

Proposal

Proposed By

Management Recommendation

Vote Cast

1a

Elect Director Dame Inga Beale

Management

For

For

1b

Elect Director Fumbi Chima

Management

For

For

1c

Elect Director Stephen Chipman

Management

For

For

1d

Elect Director Michael Hammond

Management

For

For

1e

Elect Director Carl Hess

Management

For

For

1f

Elect Director Jacqueline Hunt

Management

For

For

1g

Elect Director Paul Reilly

Management

For

For

1h

Elect Director Michelle Swanback

Management

For

For

1i

Elect Director Paul Thomas

Management

For

For

1j

Elect Director Fredric Tomczyk

Management

For

For

2

Ratify the Appointment of Deloitte & Touche LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the 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

Renew the Board's Authority to Issue Shares Under Irish Law

Management

For

For

6

Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights

Management

For

For

SIGNATURES

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

(Registrant) Franklin Mutual Series Funds______

By (Signature and Title)* /s/MATTHEW T. HINKLE__

Matthew T. Hinkle,

Chief Executive Officer – Finance and Administration

Date August 24, 2023__

* Print the name and title of each signing officer under his or her signature.